MSC Industrial Direct Co., Inc. (MSM)
Melville, NY, US
MSC Industrial Direct Co., Inc., along with its affiliated entities, specializes in the distribution of industrial supplies, primarily focusing on metalworking, maintenance, repair, and operations (MRO) products and services. Its market reach spans the United States, Canada, Mexico, and the United Kingdom. The company's extensive catalog of MRO products encompasses a wide array of items, including cutting implements, precision measuring devices, specialized tooling components, various metalworking goods, fasteners, sheet and bar stock, raw materials, abrasive products, a diverse selection of machinery, hand, and power tools, essential safety and janitorial provisions, plumbing fixtures, materials handling equipment, power transmission parts, and electrical components. Offering approximately 1.9 million distinct stock-keeping units (SKUs), MSC Industrial Direct provides access to its offerings through multiple channels. These include traditional catalogs and brochures, comprehensive e-commerce platforms (such as its flagship website, mscdirect.com), advanced inventory management solutions for clients, and direct interaction via call centers and local branches. Its robust operational infrastructure features a distribution network comprising 28 branch offices, 11 customer fulfillment centers, and seven regional inventory centers. MSC serves a diverse clientele, ranging from independent machine shops and major Fortune 1000 manufacturing corporations to governmental agencies and manufacturers of all scales. Established in 1941, MSC Industrial Direct Co., Inc. maintains its corporate headquarters in Melville, New York.
12 articles
- MSC Industrial Q3 Earnings Beat on Price Gains & Volume Growth Zacks Investment Research
- How To Earn $500 A Month From MSC Industrial Direct Stock Ahead Of Q3 Earnings Benzinga
- Metalsource Mining Expands Silver Hill District Through Strategic Land Acquisition as Exploration Footprint Continues to Grow Newsfile Corp
- MSC Industrial Direct: Recent Momentum Doesn't Seem Sustainable Seeking Alpha
- MSC Industrial Supply Co. Reports Fiscal 2026 Third Quarter Results Accesswire
| Target company | Date | Filing |
|---|---|---|
| Company | 2023-07-25 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.28% | +2.30% | +7.04% | +16.66% | +23.06% | +30.17% | +36.84% | +21.74% | +15.07% | +46.06% | +802.47% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 7 | -2 |
| Sell | 1 | 0 |
| Strong Sell | 0 | -1 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
117.00
-2.8%
|
| Last Year | 4 |
97.75
-18.8%
|
| All Time | 14 |
101.07
-16.1%
|
-
Revenue growth Industrial - Distribution: +6.3%-1.4% Q2'26: +7.8% (vs Q2'25)
-
EPS growth Industrial - Distribution: +5.8%-22.1% Q2'26: +41.2% (vs Q2'25)
-
FCF margin Industrial - Distribution: +6.8%+5.4% Q2'26: +7.7% (vs Q2'25)
-
EBIT margin Industrial - Distribution: +7.0%+7.6% ★ Q2'26: +10.4% (vs Q2'25)
-
ROIC Industrial - Distribution: +8.6%+11.2% ★ Q2'26: +17.4% (vs Q2'25)
-
Share dilution Industrial - Distribution: +0.0%-1.0% ★ Q2'26: +0.4% (vs Q2'25)
-
Debt / EBITDA Industrial - Distribution: 0.93×1.43× Q2'26: 1.27× (vs Q2'25)
* 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 |
Aug 2001 actual |
Aug 2004 actual |
Aug 2005 actual |
Aug 2006 actual |
Aug 2007 actual |
Aug 2008 actual |
Aug 2009 actual |
Aug 2010 actual |
Aug 2011 actual |
Aug 2012 actual |
Aug 2013 actual |
Aug 2014 actual |
Aug 2015 actual |
Aug 2016 actual |
Aug 2017 actual |
Aug 2018 actual |
Aug 2019 actual |
Aug 2020 actual |
Aug 2021 actual |
Aug 2022 actual |
Aug 2023 actual |
Aug 2024 actual |
Aug 2025 actual |
Aug 2026 8 Rev. Ana. 7 EPS Ana. |
Aug 2027 8 Rev. Ana. 7 EPS Ana. |
Aug 2028 6 Rev. Ana. 4 EPS Ana. |
Aug 2029 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
869.23M
est: 811.72M (+7.1%)
|
955.28M
est: 948.49M (+0.7%)
|
1.10B
est: 1.10B (0.0%)
|
1.32B
est: 1.38B (-4.3%)
|
1.69B
est: 1.69B (-0.2%)
|
1.78B
est: 1.68B (+6.2%)
|
1.49B
est: 1.33B (+12.3%)
|
1.69B
est: 1.71B (-0.8%)
|
2.02B
est: 1.98B (+2.3%)
|
2.36B
est: 2.37B (-0.6%)
|
2.46B
est: 2.45B (+0.4%)
|
2.79B
est: 2.84B (-1.9%)
|
2.91B
est: 2.92B (-0.4%)
|
2.86B
est: 2.85B (+0.4%)
|
2.89B
est: 2.88B (+0.3%)
|
3.20B
est: 3.20B (+0.0%)
|
3.36B
est: 3.35B (+0.3%)
|
3.19B
est: 3.19B (0.0%)
|
3.24B
est: 3.25B (-0.1%)
|
3.69B
est: 3.68B (+0.4%)
|
4.01B
est: 3.98B (+0.8%)
|
3.82B
est: 3.83B (-0.2%)
|
3.77B
est: 3.75B (+0.4%)
|
4.00B
3.95B – 4.04B
+6.4% YoY
|
4.25B
4.17B – 4.34B
+6.5% YoY
|
4.48B
4.42B – 4.53B
+5.2% YoY
|
4.55B
4.45B – 4.62B
+1.8% YoY
|
| EBITDA |
103.28M
est: 77.23M (+33.7%)
|
145.36M
est: 153.03M (-5.0%)
|
194.01M
est: 199.05M (-2.5%)
|
239.93M
est: 245.74M (-2.4%)
|
318.12M
est: 309.67M (+2.7%)
|
349.08M
est: 317.97M (+9.8%)
|
232.52M
est: 190.12M (+22.3%)
|
268.02M
est: 281.52M (-4.8%)
|
378.75M
est: 375.41M (+0.9%)
|
447.11M
est: 451.36M (-0.9%)
|
434.82M
est: 415.35M (+4.7%)
|
447.98M
est: 446.88M (+0.2%)
|
448.86M
est: 435.14M (+3.2%)
|
449.07M
est: 430.91M (+4.2%)
|
442.94M
est: 440.25M (+0.6%)
|
483.28M
est: 522.42M (-7.5%)
|
465.01M
est: 449.29M (+3.5%)
|
442.31M
est: 340.42M (+29.9%)
|
389.60M
est: 395.69M (-1.5%)
|
555.87M
est: 487.68M (+14.0%)
|
553.43M
est: 498.99M (+10.9%)
|
451.03M
est: 480.06M (-6.0%)
|
377.82M
est: 470.74M (-19.7%)
|
501.08M
494.74M – 506.16M
+6.4% YoY
|
533.56M
523.35M – 543.77M
+6.5% YoY
|
561.21M
554.36M – 568.05M
+5.2% YoY
|
571.04M
558.02M – 579.37M
+1.8% YoY
|
| EBIT |
86.40M
est: 60.32M (+43.2%)
|
133.04M
est: 138.49M (-3.9%)
|
181.75M
est: 181.71M (+0.0%)
|
224.70M
est: 230.72M (-2.6%)
|
292.09M
est: 294.00M (-0.6%)
|
321.74M
est: 297.40M (+8.2%)
|
205.57M
est: 165.16M (+24.5%)
|
241.97M
est: 256.03M (-5.5%)
|
349.59M
est: 347.37M (+0.6%)
|
412.38M
est: 414.71M (-0.6%)
|
385.59M
est: 362.45M (+6.4%)
|
383.40M
est: 380.37M (+0.8%)
|
379.48M
est: 366.27M (+3.6%)
|
377.54M
est: 362.82M (+4.1%)
|
380.36M
est: 377.65M (+0.7%)
|
420.65M
est: 419.50M (+0.3%)
|
400.02M
est: 383.55M (+4.3%)
|
350.92M
est: 278.20M (+26.1%)
|
302.89M
est: 329.05M (-8.0%)
|
468.73M
est: 418.06M (+12.1%)
|
478.70M
est: 407.87M (+17.4%)
|
368.52M
est: 392.40M (-6.1%)
|
287.64M
est: 384.78M (-25.2%)
|
409.58M
404.40M – 413.73M
+6.4% YoY
|
436.13M
427.78M – 444.48M
+6.5% YoY
|
458.73M
453.13M – 464.32M
+5.2% YoY
|
466.76M
456.12M – 473.57M
+1.8% YoY
|
| Net Income |
40.55M
est: 32.99M (+22.9%)
|
81.16M
est: 86.19M (-5.8%)
|
112.27M
est: 114.66M (-2.1%)
|
136.39M
est: 139.99M (-2.6%)
|
173.93M
est: 177.14M (-1.8%)
|
196.24M
est: 183.02M (+7.2%)
|
125.12M
est: 101.52M (+23.2%)
|
150.37M
est: 159.06M (-5.5%)
|
218.79M
est: 217.31M (+0.7%)
|
259.03M
est: 260.46M (-0.5%)
|
238.00M
est: 223.16M (+6.6%)
|
236.07M
est: 234.37M (+0.7%)
|
231.31M
est: 222.93M (+3.8%)
|
231.22M
est: 222.20M (+4.1%)
|
231.43M
est: 230.57M (+0.4%)
|
329.22M
est: 339.89M (-3.1%)
|
288.87M
est: 277.25M (+4.2%)
|
251.12M
est: 198.43M (+26.6%)
|
216.91M
est: 237.57M (-8.7%)
|
339.79M
est: 303.13M (+12.1%)
|
343.23M
est: 313.98M (+9.3%)
|
258.59M
est: 269.77M (-4.1%)
|
199.33M
est: 207.68M (-4.0%)
|
258.74M
247.52M – 269.97M
+24.6% YoY
|
299.90M
285.04M – 314.77M
+15.9% YoY
|
313.38M
311.65M – 365.17M
+4.5% YoY
|
334.00M
324.10M – 340.33M
+6.6% YoY
|
| SGA |
285.34M
est: 285.19M (+0.0%)
|
299.66M
est: 287.38M (+4.3%)
|
326.42M
est: 326.79M (-0.1%)
|
392.59M
est: 406.90M (-3.5%)
|
489.61M
est: 488.29M (+0.3%)
|
502.98M
est: 477.75M (+5.3%)
|
—
est: 315.98M (-100.0%)
|
—
est: 406.68M (-100.0%)
|
—
est: 471.17M (-100.0%)
|
—
est: 564.93M (-100.0%)
|
721.39M
est: 583.24M (+23.7%)
|
885.67M
est: 676.93M (+30.8%)
|
932.55M
est: 696.66M (+33.9%)
|
912.90M
est: 680.04M (+34.2%)
|
907.25M
est: 686.34M (+32.2%)
|
971.54M
est: 763.44M (+27.3%)
|
1.00B
est: 799.27M (+25.2%)
|
906.86M
est: 760.81M (+19.2%)
|
991.85M
est: 773.85M (+28.2%)
|
1.08B
est: 876.43M (+23.6%)
|
1.15B
est: 948.33M (+21.4%)
|
1.17B
est: 912.35M (+27.9%)
|
—
est: 894.63M (-100.0%)
|
952.30M
940.24M – 961.94M
+6.4% YoY
|
1.01B
994.62M – 1.03B
+6.5% YoY
|
1.07B
1.05B – 1.08B
+5.2% YoY
|
1.09B
1.06B – 1.10B
+1.8% YoY
|
| EPS |
0.59
est: 0.62 (-4.8%)
|
1.21
est: 1.18 (+2.5%)
|
1.65
est: 1.62 (+1.9%)
|
2.04
est: 2.05 (-0.5%)
|
2.64
est: 2.61 (+1.1%)
|
3.08
est: 2.72 (+13.2%)
|
2.02
est: 1.49 (+35.6%)
|
2.39
est: 2.40 (-0.4%)
|
3.45
est: 3.23 (+6.8%)
|
4.12
est: 4.11 (+0.2%)
|
3.77
est: 3.55 (+6.2%)
|
3.78
est: 3.90 (-3.1%)
|
3.75
est: 3.78 (-0.8%)
|
3.78
est: 3.73 (+1.3%)
|
4.08
est: 3.97 (+2.7%)
|
5.84
est: 5.07 (+15.2%)
|
5.23
est: 5.23 (0.0%)
|
4.53
est: 4.56 (-0.7%)
|
3.89
est: 4.82 (-19.4%)
|
6.09
est: 6.15 (-0.9%)
|
6.14
est: 5.59 (+9.8%)
|
4.60
est: 4.84 (-4.9%)
|
3.57
est: 3.68 (-3.1%)
|
4.59
4.43 – 4.83
+24.7% YoY
|
5.33
5.10 – 5.63
+16.0% YoY
|
6.01
5.58 – 6.53
+12.8% YoY
|
5.98
5.80 – 6.09
-0.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | Keybanc | Sector Weight | Overweight | Upgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-14 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-13 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-10 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 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 | Mitchell Jacobson | 6.84M | 12.70% | 6.59M | 249.4K | 6.59M | 249.4K | IN | United States | 2023-02-06 | ↗ |
| 2 | (1) BlackRock, Inc. | 5.48M | 11.60% | 4.95M | — | 5.48M | — | HC | Delaware | 2022-04-08 | ↗ |
| 3 | Rule | 4.61M | 9.55% | 4.23M | — | 4.61M | — | EP, IN | Delaware | 2016-02-16 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 4.27M | 9.06% | — | — | 4.20M | 65.0K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 5 | PERSON Janus Capital Management LLC EIN #75-3019302 | 3.09M | 11.00% | 3.09M | — | 3.09M | — | — | Delaware | 2015-02-18 | ↗ |
| 6 | American Century Companies, Inc. | 2.64M | 5.85% | 2.60M | — | 2.64M | — | — | Delaware | 2019-02-11 | ↗ |
| 7 | JPMorgan Chase & Co. | 2.57M | 5.70% | — | 13.00 | — | — | HC | Delaware | 2017-01-19 | ↗ |
| 8 | JPMORGAN CHASE & CO13-2624428 | 2.32M | 5.10% | 2.27M | — | 2.32M | — | HC | Delaware | 2019-01-25 | ↗ |
| 9 | George S. Loening | 2.18M | 4.50% | — | 2.18M | — | 2.18M | HC, IN | USA | 2016-02-16 | ↗ |
| 10 | Select Equity Group, L.P. | 2.18M | 4.50% | — | 2.18M | — | 2.18M | IA | Delaware | 2016-02-16 | ↗ |
| 11 | Marjorie Gershwind | 2.10M | 4.50% | 2.09M | 16.2K | 2.09M | 16.2K | IN | United States | 2017-02-13 | ↗ |
| 12 | Erik Gershwind | 1.96M | 4.00% | 1.91M | 52.7K | 1.91M | 52.7K | IN | United States | 2023-02-06 | ↗ |
| 13 | CRAMER ROSENTHAL MCGLYNN LLC13-3977282 | 1.59M | 3.30% | 1.52M | 73.5K | 1.59M | — | IA | NEW YORK | 2015-02-13 | ↗ |
| 14 | Stacey L. Bennett | 1.41M | 2.90% | 1.07M | 341.7K | 1.07M | 341.7K | IN | United States | 2023-02-06 | ↗ |
| 15 | JPMORGAN CHASE & CO.13-2624428 | 1.39M | 3.00% | 1.36M | 5.8K | 1.38M | 6.3K | HC | Delaware | 2019-11-08 | ↗ |
| 16 | Marjorie Gershwind Fiverson | 799.0K | 1.70% | 796.1K | 2.9K | 796.1K | 2.9K | IN | United States | 2023-02-06 | ↗ |
| 17 | 2. | 10.00 | 1.50% | — | 13.00 | — | — | HC, OO | Delaware | 2019-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 5.34M +79.6K (+1.5%) | 449.26M -35.6M (-7.3%) | 9.57% +0.124 pp | 0.01% -0.001 pp | USD85.99 -2.2% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 4.22M -233.1K (-5.2%) | 354.80M -55.4M (-13.5%) | 7.56% -0.433 pp | 0.01% -0.001 pp | USD96.75 -13.1% | 84 qtrs — |
| 3 | AMERICAN CENTURY COMPANIES INC | 2.83M +149.3K (+5.6%) | 238.15M -9.0M (-3.6%) | 5.07% +0.258 pp | 0.12% -0.006 pp | USD79.73 +5.5% | 35 qtrs — |
| 4 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.80M +187.4K (+11.7%) | 151.07M +2.8M (+1.9%) | 3.22% +0.330 pp | 0.51% +0.007 pp | USD85.18 -1.3% | 7 qtrs — |
| 5 | BOSTON PARTNERS | 1.73M -31.6K (-1.8%) | 145.77M -16.8M (-10.4%) | 3.11% -0.063 pp | 0.15% -0.016 pp | USD84.05 +0.1% | 6 qtrs — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.71M -27.0K (-1.6%) | 143.61M -16.2M (-10.1%) | 3.06% -0.055 pp | 0.02% -0.003 pp | USD83.30 +1.0% | 100 qtrs — |
| 7 | STATE STREET CORP | 1.61M -10.4K (-0.6%) | 135.24M -13.9M (-9.3%) | 2.88% -0.024 pp | 0.00% -0.001 pp | USD80.22 +4.8% | 51 qtrs — |
| 8 | FIRST TRUST ADVISORS LP | 1.47M -44.7K (-3.0%) | 123.35M -15.9M (-11.4%) | 2.63% -0.086 pp | 0.09% -0.014 pp | USD85.71 -1.9% | 48 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 1.34M +20.5K (+1.6%) | 112.95M -8.9M (-7.3%) | 2.41% +0.032 pp | 0.02% -0.003 pp | USD78.15 +7.6% | 51 qtrs — |
| 10 | INVESCO LTD. | 1.26M +12.1K (+1.0%) | 105.86M -9.0M (-7.8%) | 2.26% +0.017 pp | 0.02% -0.002 pp | USD80.95 +3.9% | 57 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.06M +22.6K (+2.2%) | 88.76M -6.4M (-6.7%) | 1.89% +0.037 pp | 0.01% -0.001 pp | USD82.50 +1.9% | 78 qtrs — |
| 12 | VICTORY CAPITAL MANAGEMENT INC | 988.7K -219.8K (-18.2%) | 83.15M -28.2M (-25.3%) | 1.77% -0.398 pp | 0.05% -0.018 pp | USD81.19 +3.6% | 26 qtrs — |
| 13 | EPOCH INVESTMENT PARTNERS, INC. | 978.9K -35.8K (-3.5%) | 82.32M -11.2M (-11.9%) | 1.75% -0.068 pp | 0.47% -0.046 pp | USD83.52 +0.7% | 21 qtrs — |
| 14 | NORGES BANK | 706.1K +706.1K (+100.0%) | 59.38M +59.4M (+100.0%) | 1.27% +1.265 pp | 0.01% +0.006 pp | USD84.10 +0.0% | 1 qtrs NEW |
| 15 | MORGAN STANLEY | 670.3K +9.1K (+1.4%) | 56.37M -4.6M (-7.5%) | 1.20% +0.014 pp | 0.00% 0.000 pp | USD80.51 +4.5% | 51 qtrs — |
| 16 | NEW SOUTH CAPITAL MANAGEMENT INC | 621.9K -3.1K (-0.5%) | 52.30M -5.3M (-9.2%) | 1.11% -0.008 pp | 2.41% -0.219 pp | USD67.16 +25.2% | 62 qtrs — |
| 17 | ALBERTA INVESTMENT MANAGEMENT CORP | 619.6K +422.1K (+213.7%) | 52.11M +33.9M (+186.3%) | 1.11% +0.756 pp | 0.31% +0.179 pp | USD82.79 +1.6% | 4 qtrs — |
| 18 | MACKENZIE FINANCIAL CORP | 582.4K +71.1K (+13.9%) | 50.10M +3.0M (+6.3%) | 1.04% +0.126 pp | 0.06% +0.002 pp | USD78.52 +7.1% | 5 qtrs — |
| 19 | OLD REPUBLIC INTERNATIONAL CORP | 565.2K +— (+0.0%) | 47.53M -4.5M (-8.7%) | 1.01% -0.002 pp | 1.92% -0.011 pp | USD72.74 +15.6% | 26 qtrs — |
| 20 | QUANTINNO CAPITAL MANAGEMENT LP | 559.1K +161.1K (+40.5%) | 47.02M +10.3M (+28.2%) | 1.00% +0.287 pp | 0.09% -0.006 pp | USD85.91 -2.1% | 17 qtrs — |
| 21 | BOSTON TRUST WALDEN CORP | 552.2K -40.3K (-6.8%) | 46.44M -8.1M (-14.9%) | 0.99% -0.074 pp | 0.35% -0.050 pp | USD78.94 +6.5% | 15 qtrs — |
| 22 | SG CAPITAL MANAGEMENT LLC | 500.0K +500.0K (+100.0%) | 42.05M +42.1M (+100.0%) | 0.90% +0.896 pp | 4.04% +4.037 pp | USD84.10 +0.0% | 4 qtrs — |
| 23 | DEPRINCE RACE & ZOLLO INC | 493.7K -51.7K (-9.5%) | 41.52M -8.7M (-17.4%) | 0.88% -0.095 pp | 0.79% -0.214 pp | USD76.11 +10.5% | 5 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 492.1K -102.0K (-17.2%) | 41.38M -13.4M (-24.4%) | 0.88% -0.185 pp | 0.01% -0.003 pp | USD75.52 +11.4% | 66 qtrs — |
| 25 | PZENA INVESTMENT MANAGEMENT LLC | 444.7K +— (+0.0%) | 37.40M -3.6M (-8.7%) | 0.80% -0.002 pp | 0.11% -0.021 pp | USD76.81 +9.5% | 25 qtrs — |
| 26 | MILLENNIUM MANAGEMENT LLC | 425.5K -245.8K (-36.6%) | 35.79M -26.1M (-42.1%) | 0.76% -0.443 pp | 0.02% -0.011 pp | USD83.14 +1.2% | 42 qtrs — |
| 27 | ROYCE & ASSOCIATES LP | 420.8K +31.3K (+8.0%) | 35.39M -502.5K (-1.4%) | 0.75% +0.055 pp | 0.36% +0.001 pp | USD79.90 +5.3% | 25 qtrs — |
| 28 | UBS GROUP AG | 395.1K -84.1K (-17.5%) | 33.23M -10.9M (-24.7%) | 0.71% -0.152 pp | 0.01% -0.002 pp | USD86.69 -3.0% | 45 qtrs — |
| 29 | NORTHERN TRUST CORP | 394.6K -17.1K (-4.1%) | 33.19M -4.7M (-12.5%) | 0.71% -0.032 pp | 0.00% -0.001 pp | USD81.58 +3.1% | 51 qtrs — |
| 30 | JANUS HENDERSON GROUP PLC | 392.9K +20.7K (+5.6%) | 33.05M -1.3M (-3.7%) | 0.70% +0.036 pp | 0.01% -0.001 pp | USD76.49 +9.9% | 22 qtrs — |
| 31 | ALLIANCEBERNSTEIN L.P. | 389.6K +4.3K (+1.1%) | 32.77M -2.7M (-7.7%) | 0.70% +0.006 pp | 0.01% -0.001 pp | USD84.62 -0.6% | 61 qtrs — |
| 32 | CRAWFORD INVESTMENT COUNSEL INC | 381.6K +5.5K (+1.5%) | 32.09M -2.6M (-7.4%) | 0.68% +0.009 pp | 0.53% -0.040 pp | USD80.66 +4.3% | 33 qtrs — |
| 33 | ALYESKA INVESTMENT GROUP, L.P. | 375.0K +203.8K (+119.1%) | 31.54M +15.8M (+99.9%) | 0.67% +0.365 pp | 0.09% +0.041 pp | USD85.59 -1.7% | 3 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 361.2K +51.6K (+16.7%) | 30.38M +1.9M (+6.5%) | 0.65% +0.091 pp | 0.00% +0.000 pp | USD84.34 -0.3% | 52 qtrs — |
| 35 | FMR LLC | 352.5K +52.1K (+17.4%) | 29.64M +2.0M (+7.1%) | 0.63% +0.092 pp | 0.00% +0.000 pp | USD88.42 -4.9% | 40 qtrs — |
| 36 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 349.3K +9.2K (+2.7%) | 29.37M -2.0M (-6.3%) | 0.63% +0.015 pp | 0.25% -0.028 pp | USD91.37 -8.0% | 11 qtrs — |
| 37 | BRANDES INVESTMENT PARTNERS, LP | 319.0K +46.7K (+17.2%) | 26.83M +1.7M (+6.9%) | 0.57% +0.083 pp | 0.20% +0.003 pp | USD80.38 +4.6% | 9 qtrs — |
| 38 | ALLIANZ ASSET MANAGEMENT GMBH | 307.5K +112.3K (+57.6%) | 25.86M +7.9M (+43.8%) | 0.55% +0.201 pp | 0.03% +0.006 pp | USD86.77 -3.1% | 14 qtrs — |
| 39 | AQR CAPITAL MANAGEMENT LLC | 290.6K +16.1K (+5.9%) | 24.44M -540.0K (-2.2%) | 0.52% +0.028 pp | 0.01% -0.003 pp | USD82.32 +2.2% | 63 qtrs — |
| 40 | BRAGG FINANCIAL ADVISORS, INC | 281.5K +521.0 (+0.2%) | 23.68M -2.2M (-8.6%) | 0.50% 0.000 pp | 0.77% -0.086 pp | USD79.53 +5.7% | 24 qtrs — |
| 41 | FIL LTD | 279.1K +— (+0.0%) | 23.47M -2.2M (-8.7%) | 0.50% -0.001 pp | 0.02% -0.003 pp | USD86.40 -2.7% | 12 qtrs — |
| 42 | JPMORGAN CHASE & CO | 262.9K -25.6K (-8.9%) | 22.11M -4.5M (-16.8%) | 0.47% -0.047 pp | 0.00% 0.000 pp | USD84.85 -0.9% | 51 qtrs — |
| 43 | J. GOLDMAN & CO LP | 254.2K +254.2K (+100.0%) | 21.38M +21.4M (+100.0%) | 0.46% +0.456 pp | 0.56% +0.563 pp | USD84.10 +0.0% | 1 qtrs NEW |
| 44 | GOTHAM ASSET MANAGEMENT, LLC | 253.2K +69.5K (+37.8%) | 21.29M +4.4M (+25.8%) | 0.45% +0.124 pp | 0.08% +0.004 pp | USD86.75 -3.1% | 21 qtrs — |
| 45 | GOLDMAN SACHS GROUP INC | 222.1K -1.5K (-0.7%) | 18.68M -1.9M (-9.3%) | 0.40% -0.004 pp | 0.00% 0.000 pp | USD78.68 +6.9% | 73 qtrs — |
| 46 | WELLINGTON MANAGEMENT GROUP LLP | 217.4K +1.9K (+0.9%) | 18.28M -1.6M (-7.9%) | 0.39% +0.003 pp | 0.00% 0.000 pp | USD77.78 +8.1% | 4 qtrs — |
| 47 | RUSSELL INVESTMENTS GROUP, LTD. | 204.6K -7.3K (-3.4%) | 17.20M -2.3M (-11.9%) | 0.37% -0.014 pp | 0.02% -0.003 pp | USD79.22 +6.2% | 37 qtrs — |
| 48 | AMERIPRISE FINANCIAL INC | 201.3K -4.1K (-2.0%) | 16.93M -2.0M (-10.5%) | 0.36% -0.008 pp | 0.00% -0.001 pp | USD82.09 +2.4% | 55 qtrs — |
| 49 | DEKABANK DEUTSCHE GIROZENTRALE | 156.1K +— (+0.0%) | 15.91M +1.8M (+13.0%) | 0.28% -0.001 pp | 0.03% +0.004 pp | USD92.56 -9.1% | 22 qtrs — |
| 50 | INTERVAL PARTNERS, LP | 189.2K +189.2K (+100.0%) | 15.91M +15.9M (+100.0%) | 0.34% +0.339 pp | 0.28% +0.285 pp | USD84.10 +0.0% | 3 qtrs — |
| 51 | SQUAREPOINT OPS LLC | 185.2K +152.4K (+464.9%) | 15.57M +12.6M (+415.6%) | 0.33% +0.273 pp | 0.02% +0.014 pp | USD84.91 -1.0% | 22 qtrs — |
| 52 | SCHONFELD STRATEGIC ADVISORS LLC | 171.9K +143.0K (+494.9%) | 14.45M +11.8M (+443.0%) | 0.31% +0.256 pp | 0.06% +0.049 pp | USD84.11 0.0% | 8 qtrs — |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 150.6K +146.3K (+3,402.3%) | 12.67M +12.3M (+3,096.7%) | 0.27% +0.262 pp | 0.00% +0.001 pp | USD83.92 +0.2% | 38 qtrs — |
| 54 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 145.1K +3.6K (+2.6%) | 12.20M -831.0K (-6.4%) | 0.26% +0.006 pp | 0.04% -0.004 pp | USD84.56 -0.5% | 6 qtrs — |
| 55 | RHUMBLINE ADVISERS | 142.8K -9.9K (-6.5%) | 12.01M -2.1M (-14.6%) | 0.26% -0.018 pp | 0.01% -0.002 pp | USD74.37 +13.1% | 55 qtrs — |
| 56 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC | 140.0K +100.0K (+250.0%) | 11.77M +8.1M (+219.5%) | 0.25% +0.179 pp | 2.10% +1.585 pp | USD84.36 -0.3% | 3 qtrs — |
| 57 | FRANKLIN RESOURCES INC | 125.9K +41.7K (+49.5%) | 10.59M +2.8M (+36.4%) | 0.23% +0.074 pp | 0.00% +0.001 pp | USD84.29 -0.2% | 33 qtrs — |
| 58 | — | 119.4K +119.4K (+100.0%) | 10.05M +10.0M (+100.0%) | 0.21% +0.214 pp | 3.69% +3.694 pp | USD84.10 +0.0% | 1 qtrs NEW |
| 59 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 119.3K +24.5K (+25.8%) | 10.03M +1.3M (+14.9%) | 0.21% +0.044 pp | 0.01% +0.000 pp | USD84.87 -0.9% | 3 qtrs — |
| 60 | UBS ASSET MANAGEMENT AMERICAS INC | 118.9K -18.9K (-13.7%) | 10.00M -2.7M (-21.2%) | 0.21% -0.034 pp | 0.00% -0.001 pp | USD82.69 +1.7% | 55 qtrs — |
| 61 | CEREDEX VALUE ADVISORS LLC | 113.7K -17.1K (-13.1%) | 9.56M -2.5M (-20.7%) | 0.20% -0.031 pp | 0.29% +0.008 pp | USD90.36 -6.9% | 8 qtrs — |
| 62 | TD ASSET MANAGEMENT INC | 113.3K +236.0 (+0.2%) | 9.53M -889.2K (-8.5%) | 0.20% +0.000 pp | 0.01% -0.001 pp | USD85.97 -2.2% | 21 qtrs — |
| 63 | TECTONIC ADVISORS LLC | 109.7K +8.7K (+8.6%) | 9.22M -79.5K (-0.9%) | 0.20% +0.015 pp | 0.49% -0.022 pp | USD83.06 +1.3% | 15 qtrs — |
| 64 | PRINCIPAL FINANCIAL GROUP INC | 98.4K -3.0K (-3.0%) | 8.27M -1.1M (-11.5%) | 0.18% -0.006 pp | 0.00% -0.001 pp | USD77.20 +8.9% | 81 qtrs — |
| 65 | CAPTION MANAGEMENT, LLC | 97.5K +97.5K (+100.0%) | 8.20M +8.2M (+100.0%) | 0.17% +0.175 pp | 0.06% +0.056 pp | USD84.10 +0.0% | 1 qtrs NEW |
| 66 | FEDERATED HERMES, INC. | 97.1K -6.6K (-6.4%) | 8.17M -1.4M (-14.5%) | 0.17% -0.012 pp | 0.01% -0.003 pp | USD81.82 +2.8% | 54 qtrs — |
| 67 | VERITAS ASSET MANAGEMENT LLP | 94.5K +— (+0.0%) | 7.95M -760.1K (-8.7%) | 0.17% 0.000 pp | 0.08% -0.012 pp | USD73.86 +13.9% | 26 qtrs — |
| 68 | RAYMOND JAMES FINANCIAL INC | 94.2K +5.7K (+6.5%) | 7.92M -229.1K (-2.8%) | 0.17% +0.010 pp | 0.00% 0.000 pp | USD77.77 +8.1% | 5 qtrs — |
| 69 | THRIVENT FINANCIAL FOR LUTHERANS | 93.8K -4.7K (-4.8%) | 7.89M -1.2M (-13.1%) | 0.17% -0.009 pp | 0.01% -0.004 pp | USD93.52 -10.1% | 57 qtrs — |
| 70 | SWISS NATIONAL BANK | 87.9K +1.6K (+1.9%) | 7.39M -559.3K (-7.0%) | 0.16% +0.003 pp | 0.00% 0.000 pp | USD78.49 +7.1% | 51 qtrs — |
| 71 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 87.1K -1.8K (-2.1%) | 7.32M -869.4K (-10.6%) | 0.16% -0.004 pp | 0.00% -0.001 pp | USD76.39 +10.1% | 58 qtrs — |
| 72 | TEACHER RETIREMENT SYSTEM OF TEXAS | 85.6K +61.7K (+259.0%) | 7.20M +5.0M (+227.6%) | 0.15% +0.111 pp | 0.02% +0.016 pp | USD84.84 -0.9% | 22 qtrs — |
| 73 | NUVEEN, LLC | 81.8K +2.8K (+3.5%) | 6.88M -403.5K (-5.5%) | 0.15% +0.005 pp | 0.00% 0.000 pp | USD77.89 +8.0% | 4 qtrs — |
| 74 | VALUE HOLDINGS MANAGEMENT CO. LLC | 80.8K -16.0K (-16.5%) | 6.79M -2.1M (-23.8%) | 0.14% -0.029 pp | 1.14% -0.293 pp | USD83.66 +0.5% | 37 qtrs — |
| 75 | WEALTHPLAN INVESTMENT MANAGEMENT, LLC | 76.3K -59.4K (-43.8%) | 6.42M -6.1M (-48.7%) | 0.14% -0.107 pp | 0.41% -0.420 pp | USD84.87 -0.9% | 14 qtrs — |
| 76 | LEGAL & GENERAL GROUP PLC | 74.1K -17.3K (-18.9%) | 6.23M -2.2M (-26.0%) | 0.13% -0.031 pp | 0.00% -0.001 pp | USD80.53 +4.4% | 56 qtrs — |
| 77 | SEI INVESTMENTS CO | 73.8K +36.3K (+96.8%) | 6.21M +2.8M (+79.6%) | 0.13% +0.065 pp | 0.01% +0.002 pp | USD82.30 +2.2% | 45 qtrs — |
| 78 | NEW YORK STATE COMMON RETIREMENT FUND | 71.2K -3.0K (-4.1%) | 5.99M -850.9K (-12.4%) | 0.13% -0.006 pp | 0.01% -0.001 pp | USD75.49 +11.4% | 84 qtrs — |
| 79 | ADVISORS ASSET MANAGEMENT, INC. | 67.7K -24.6K (-26.7%) | 5.69M -2.8M (-33.1%) | 0.12% -0.045 pp | 0.10% -0.049 pp | USD79.29 +6.1% | 74 qtrs — |
| 80 | NEWSQUARE CAPITAL LLC | 65.6K -26.4K (-28.7%) | 5.52M -3.0M (-34.9%) | 0.12% -0.048 pp | 0.49% -0.088 pp | USD83.64 +0.5% | 13 qtrs — |
| 81 | SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 62.6K -112.1K (-64.1%) | 5.27M -10.8M (-67.3%) | 0.11% -0.202 pp | 0.63% -0.657 pp | USD83.08 +1.2% | 34 qtrs — |
| 82 | CITADEL ADVISORS LLC | 62.2K +15.7K (+33.8%) | 5.23M +946.5K (+22.1%) | 0.11% +0.028 pp | 0.00% +0.000 pp | USD90.11 -6.7% | 26 qtrs — |
| 83 | RENAISSANCE TECHNOLOGIES LLC | 62.0K -113.2K (-64.6%) | 5.21M -10.9M (-67.7%) | 0.11% -0.204 pp | 0.01% -0.013 pp | USD82.35 +2.1% | 17 qtrs — |
| 84 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 61.9K -787.0 (-1.3%) | 5.21M -570.0K (-9.9%) | 0.11% -0.002 pp | 0.01% -0.001 pp | USD81.29 +3.5% | 51 qtrs — |
| 85 | HUDSON BAY CAPITAL MANAGEMENT LP | 60.1K +60.1K (+100.0%) | 5.05M +5.1M (+100.0%) | 0.11% +0.108 pp | 0.02% +0.017 pp | USD84.10 +0.0% | 3 qtrs — |
| 86 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 59.1K +1.4K (+2.5%) | 4.97M -343.9K (-6.5%) | 0.11% +0.002 pp | 1.35% -0.136 pp | USD82.26 +2.2% | 18 qtrs — |
| 87 | ALTRIUS CAPITAL MANAGEMENT INC | 58.9K +1.4K (+2.4%) | 4.95M -343.8K (-6.5%) | 0.11% +0.002 pp | 1.05% -0.158 pp | USD85.67 -1.8% | 6 qtrs — |
| 88 | JANE STREET GROUP, LLC | 57.8K +44.2K (+325.0%) | 4.86M +3.6M (+287.9%) | 0.10% +0.079 pp | 0.00% +0.001 pp | USD83.95 +0.2% | 5 qtrs — |
| 89 | RETIREMENT SYSTEMS OF ALABAMA | 54.9K -294.0 (-0.5%) | 4.62M -468.5K (-9.2%) | 0.10% -0.001 pp | 0.02% -0.002 pp | USD76.54 +9.9% | 52 qtrs — |
| 90 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 54.4K -2.8K (-4.8%) | 4.57M -692.3K (-13.2%) | 0.10% -0.005 pp | 0.01% -0.002 pp | USD76.80 +9.5% | 51 qtrs — |
| 91 | ARJUNA CAPITAL | 54.1K +7.7K (+16.6%) | 4.55M +276.0K (+6.5%) | 0.10% +0.014 pp | 1.11% +0.052 pp | USD90.99 -7.6% | 2 qtrs — |
| 92 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 53.5K -1.7K (-3.1%) | 4.50M -584.9K (-11.5%) | 0.10% -0.003 pp | 0.01% 0.000 pp | USD71.27 +18.0% | 22 qtrs — |
| 93 | HIGHTOWER ADVISORS, LLC | 50.4K +147.0 (+0.3%) | 4.24M -391.8K (-8.5%) | 0.09% +0.000 pp | 0.00% -0.001 pp | USD74.05 +13.6% | 27 qtrs — |
| 94 | MITSUBISHI UFJ TRUST & BANKING CORP | 49.2K -6.2K (-11.2%) | 4.13M -969.0K (-19.0%) | 0.09% -0.011 pp | 0.01% -0.001 pp | USD85.55 -1.7% | 26 qtrs — |
| 95 | ROYAL BANK OF CANADA | 48.6K -545.5K (-91.8%) | 4.08M -50.7M (-92.5%) | 0.09% -0.980 pp | 0.00% -0.008 pp | USD86.33 -2.6% | 51 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | JACOBSON MITCHELL | Director / 10% Owner | G-Gift | D | Class A Common Stock | 14,972 | 0.00 | — | 2,878,615 | I | ↗ |
| 2026-03-02 | Slone Reuben E | Director | — | — | Class A Common Stock, $0.001 par value | 0 | 0.00 | — | 0 | D | ↗ |
| 2026-02-05 | PALADINO STEVEN | Director | G-Gift | A | Class A Common Stock, $0.001 par value | 13,960 | 0.00 | — | 13,960 | I | ↗ |
| 2026-02-02 | Seseri Rudina | Director | S-Sale | D | Class A Common Stock, $0.001 par value | 1,800 | 86.83 | 156.3K | 6,090 | D | ↗ |
| 2026-01-27 | GERSHWIND ERIK | Director | J-Other | A | Class A Common Stock, $0.001 par value | 12,647 | 0.00 | — | 73,764 | I | ↗ |
| 2026-01-24 | Seseri Rudina | Director | M-Exempt | D | Restricted Stock Units (RSU) | 695 | 0.00 | — | 0 | D | ↗ |
| 2026-01-24 | Purcell Rahquel | Director | M-Exempt | D | Dividend Equivalent Units | 50 | 0.00 | — | 25 | D | ↗ |
| 2026-01-24 | PALADINO STEVEN | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 50 | 0.00 | — | 15,528 | D | ↗ |
| 2026-01-24 | Kaufmann Michael C | Director | M-Exempt | D | Dividend Equivalent Units | 50 | 0.00 | — | 25 | D | ↗ |
| 2026-01-23 | Seseri Rudina | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | Purcell Rahquel | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | PELLER PHILIP | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | PALADINO STEVEN | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | Kaufmann Michael C | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | JACOBSON MITCHELL | Director / 10% Owner | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | GOESER LOUISE K | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | GERSHWIND ERIK | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-23 | Aarnes Robert B | Director | A-Award | A | Restricted Stock Units (RSU) | 1,603 | 0.00 | — | 1,603 | D | ↗ |
| 2026-01-22 | Seseri Rudina | Director | M-Exempt | D | Dividend Equivalent Units | 24 | 0.00 | — | 75 | D | ↗ |
| 2026-01-22 | Purcell Rahquel | Director | M-Exempt | D | Restricted Stock Units (RSU) | 799 | 0.00 | — | 799 | D | ↗ |
| 2026-01-22 | PALADINO STEVEN | Director | M-Exempt | D | Dividend Equivalent Units | 24 | 0.00 | — | 75 | D | ↗ |
| 2026-01-22 | Kaufmann Michael C | Director | M-Exempt | D | Dividend Equivalent Units | 24 | 0.00 | — | 75 | D | ↗ |
| 2026-01-22 | Aarnes Robert B | Director | M-Exempt | D | Dividend Equivalent Units | 24 | 0.00 | — | 25 | D | ↗ |
| 2026-01-21 | JACOBSON MITCHELL | Director / 10% Owner | G-Gift | D | Class A Common Stock | 2,913 | 0.00 | — | 2,893,587 | I | ↗ |
| 2025-12-17 | Rockett Julie Valsa | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 7 | 86.10 | 589.18 | 1,464 | D | ↗ |
| 2025-11-18 | JACOBSON MITCHELL | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 22,870 | 84.96 | 1.94M | 2,328,192 | D | ↗ |
| 2025-11-13 | PELLER PHILIP | Director | P-Purchase | A | Class A Common Stock, $0.001 par value | 6,666 | 90.14 | 600.9K | 9,537 | D | ↗ |
| 2025-11-05 | Shacklett Kimberly | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 196 | 0.00 | — | 0 | D | ↗ |
| 2025-11-05 | Rockett Julie Valsa | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 35 | 86.68 | 3.0K | 1,450 | D | ↗ |
| 2025-11-05 | GERSHWIND ERIK | Director / Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 2,835 | 86.68 | 245.7K | 1,569,907 | D | ↗ |
| 2025-11-05 | Dongre Neal | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 147 | 0.00 | — | 4,406 | D | ↗ |
| 2025-11-05 | Clark Gregory Haefele | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 36 | 0.00 | — | 705 | D | ↗ |
| 2025-11-04 | Shacklett Kimberly | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 416 | 0.00 | — | 417 | D | ↗ |
| 2025-11-04 | Rockett Julie Valsa | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 106 | 0.00 | — | 1,307 | D | ↗ |
| 2025-11-04 | McIsaac Martina | Officer | M-Exempt | D | Dividend Equivalent Units | 59 | 0.00 | — | 604 | D | ↗ |
| 2025-11-04 | GERSHWIND ERIK | Director / Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 2,932 | 86.42 | 253.4K | 1,567,189 | D | ↗ |
| 2025-11-04 | Dongre Neal | Officer | M-Exempt | D | Dividend Equivalent Units | 29 | 0.00 | — | 228 | D | ↗ |
| 2025-11-04 | Clark Gregory Haefele | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 92 | 86.42 | 8.0K | 294 | D | ↗ |
| 2025-11-03 | Shacklett Kimberly | Officer | A-Award | A | Restricted Stock Units (RSU) | 2,358 | 0.00 | — | 2,358 | D | ↗ |
| 2025-11-03 | Rockett Julie Valsa | Officer | M-Exempt | D | Dividend Equivalent Units | 7 | 0.00 | — | 76 | D | ↗ |
| 2025-11-03 | Reichelt John Joseph | Officer | A-Award | A | Restricted Stock Units (RSU) | 1,621 | 0.00 | — | 1,621 | D | ↗ |
| 2025-11-03 | Nadi Jahida Salim | Officer | A-Award | A | Restricted Stock Units (RSU) | 4,716 | 0.00 | — | 4,716 | D | ↗ |
| 2025-11-03 | McIsaac Martina | Officer | A-Award | A | Restricted Stock Units (RSU) | 20,049 | 0.00 | — | 20,049 | D | ↗ |
| 2025-11-03 | JACOBSON MITCHELL | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 30,000 | 84.79 | 2.54M | 2,305,322 | D | ↗ |
| 2025-11-03 | GERSHWIND ERIK | Director / Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 4,538 | 0.00 | — | 1,563,824 | D | ↗ |
| 2025-11-03 | Dongre Neal | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 447 | 0.00 | — | 895 | D | ↗ |
| 2025-11-03 | Clark Gregory Haefele | Officer | A-Award | A | Restricted Stock Units (RSU) | 884 | 0.00 | — | 884 | D | ↗ |
| 2025-10-31 | JACOBSON MITCHELL | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 34,073 | 84.76 | 2.89M | 2,253,368 | D | ↗ |
| 2025-10-30 | JACOBSON MITCHELL | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 95,779 | 84.92 | 8.13M | 2,219,295 | D | ↗ |
| 2025-10-24 | JACOBSON MITCHELL | Director / 10% Owner | G-Gift | D | Class A Common Stock | 5,560 | 0.00 | — | 2,896,500 | I | ↗ |
| 2025-10-03 | McIsaac Martina | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 320 | 91.99 | 29.4K | 5,427 | D | ↗ |
| 2025-09-30 | Nadi Jahida Salim | Officer | — | — | Class A Common Stock, $0.001 par value | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-09-05 | Rockett Julie Valsa | Officer | — | — | Class A Common Stock, $0.001 par value | 0 | 0.00 | — | 1,133 | D | ↗ |
| 2025-08-30 | Kaufmann Michael C | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-08 | Clark Gregory Haefele | Officer | — | — | Restricted Stock Units (RSU) | 931 | 0.00 | — | 0 | D | ↗ |
| 2025-07-11 | GERSHWIND ERIK | Director / Officer | G-Gift | A | Class A Common Stock, $0.001 par value | 22,273 | 0.00 | — | 354,963 | I | ↗ |
| 2025-07-10 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 2,130 | 83.21 | 177.2K | 16,787 | D | ↗ |
| 2025-07-09 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 2,129 | 83.21 | 177.2K | 16,786 | D | ↗ |
| 2025-07-03 | PELLER PHILIP | Director | S-Sale | D | Class A Common Stock, $0.001 par value | 2,000 | 90.00 | 180.0K | 2,871 | D | ↗ |
| 2025-07-03 | GERSHWIND ERIK | Director / Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 2,000 | 89.39 | 178.8K | 1,536,935 | D | ↗ |
| 2025-07-02 | JACOBSON MITCHELL | Director / 10% Owner | G-Gift | D | Class A Common Stock | 5,394 | 0.00 | — | 2,902,060 | I | ↗ |
| 2025-07-02 | GERSHWIND ERIK | Director / Officer | M-Exempt | D | Options (right to buy) | 80,071 | 83.21 | 6.66M | 0 | D | ↗ |
| 2025-04-28 | Reichelt John Joseph | Officer | — | — | Class A Common Stock, $0.001 par value | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-04-14 | JACOBSON MITCHELL | Director / 10% Owner | G-Gift | D | Class A Common Stock | 86,987 | 0.00 | — | 2,882,913 | I | ↗ |
| 2025-04-14 | GERSHWIND ERIK | Director / Officer | G-Gift | A | Class A Common Stock, $0.001 par value | 30,226 | 0.00 | — | 332,690 | I | ↗ |
| 2025-04-08 | JACOBSON MITCHELL | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 27,642 | 69.77 | 1.93M | 1,951,725 | D | ↗ |
| 2025-04-07 | JACOBSON MITCHELL | Director / 10% Owner | P-Purchase | A | Class A Common Stock | 67,416 | 70.12 | 4.73M | 1,924,083 | D | ↗ |
| 2025-01-25 | Seseri Rudina | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 777 | 0.00 | — | 6,272 | D | ↗ |
| 2025-01-25 | Purcell Rahquel | Director | M-Exempt | D | Restricted Stock Units (RSU) | 777 | 0.00 | — | 0 | D | ↗ |
| 2025-01-25 | PELLER PHILIP | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 777 | 0.00 | — | 4,821 | D | ↗ |
| 2025-01-25 | PALADINO STEVEN | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 50 | 0.00 | — | 13,960 | D | ↗ |
| 2025-01-25 | Kaufmann Michael C | Director | M-Exempt | D | Dividend Equivalent Units | 50 | 0.00 | — | 20 | D | ↗ |
| 2025-01-25 | GOESER LOUISE K | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 777 | 0.00 | — | 13,752 | D | ↗ |
| 2025-01-24 | Seseri Rudina | Director | M-Exempt | D | Restricted Stock Units (RSU) | 695 | 0.00 | — | 695 | D | ↗ |
| 2025-01-24 | Purcell Rahquel | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 20 | 0.00 | — | 1,517 | D | ↗ |
| 2025-01-24 | PALADINO STEVEN | Director | M-Exempt | D | Dividend Equivalent Units | 20 | 0.00 | — | 70 | D | ↗ |
| 2025-01-24 | Kaufmann Michael C | Director | M-Exempt | D | Dividend Equivalent Units | 20 | 0.00 | — | 70 | D | ↗ |
| 2025-01-22 | Seseri Rudina | Director | A-Award | A | Restricted Stock Units (RSU) | 1,598 | 0.00 | — | 1,598 | D | ↗ |
| 2025-01-22 | Purcell Rahquel | Director | A-Award | A | Restricted Stock Units (RSU) | 1,598 | 0.00 | — | 1,598 | D | ↗ |
| 2025-01-22 | PELLER PHILIP | Director | A-Award | A | Restricted Stock Units (RSU) | 1,598 | 0.00 | — | 1,598 | D | ↗ |
| 2025-01-22 | PALADINO STEVEN | Director | A-Award | A | Restricted Stock Units (RSU) | 1,598 | 0.00 | — | 1,598 | D | ↗ |
| 2025-01-22 | Kaufmann Michael C | Director | A-Award | A | Restricted Stock Units (RSU) | 1,598 | 0.00 | — | 1,598 | D | ↗ |
| 2025-01-22 | GOESER LOUISE K | Director | A-Award | A | Restricted Stock Units (RSU) | 1,598 | 0.00 | — | 1,598 | D | ↗ |
| 2025-01-22 | Aarnes Robert B | Director | A-Award | A | Restricted Stock Units (RSU) | 1,598 | 0.00 | — | 1,598 | D | ↗ |
| 2024-12-12 | JACOBSON MITCHELL | Director / 10% Owner | G-Gift | D | Class A Common Stock | 60,748 | 0.00 | — | 3,054,704 | I | ↗ |
| 2024-11-13 | PELLER PHILIP | Director | S-Sale | D | Class A Common Stock, $0.001 par value | 900 | 89.07 | 80.2K | 4,044 | D | ↗ |
| 2024-11-11 | GERSHWIND ERIK | Director / Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 50,000 | 90.36 | 4.52M | 1,402,849 | D | ↗ |
| 2024-11-06 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 67 | 0.00 | — | 14,772 | D | ↗ |
| 2024-11-06 | GERSHWIND ERIK | Director / Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 1,640 | 0.00 | — | 1,457,846 | D | ↗ |
| 2024-11-06 | Dongre Neal | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 24 | 0.00 | — | 3,138 | D | ↗ |
| 2024-11-06 | Bledsoe Elizabeth | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 376 | 0.00 | — | 0 | D | ↗ |
| 2024-11-06 | Actis-Grande Kristen | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 1,379 | 0.00 | — | 0 | D | ↗ |
| 2024-11-05 | Shacklett Kimberly | Officer | A-Award | A | Class A Common Stock, $0.001 par value | 90 | 0.00 | — | 14,466 | D | ↗ |
| 2024-11-05 | GERSHWIND ERIK | Director / Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 10,882 | 82.06 | 893.0K | 1,445,094 | D | ↗ |
| 2024-11-05 | Dongre Neal | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 190 | 82.06 | 15.6K | 2,881 | D | ↗ |
| 2024-11-05 | Bledsoe Elizabeth | Officer | A-Award | A | Class A Common Stock, $0.001 par value | 1,912 | 0.00 | — | 8,547 | D | ↗ |
| 2024-11-05 | Actis-Grande Kristen | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 109 | 0.00 | — | 11,777 | D | ↗ |
| 2024-11-04 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 416 | 0.00 | — | 13,691 | D | ↗ |
| 2024-11-04 | McIsaac Martina | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 84 | 0.00 | — | 4,731 | D | ↗ |
| 2024-11-04 | GERSHWIND ERIK | Director / Officer | A-Award | A | Restricted Stock Units (RSU) | 22,044 | 0.00 | — | 22,044 | D | ↗ |
| 2024-11-04 | Dongre Neal | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 378 | 0.00 | — | 2,506 | D | ↗ |
| 2024-11-04 | Bledsoe Elizabeth | Officer | A-Award | A | Restricted Stock Units (RSU) | 2,949 | 0.00 | — | 2,949 | D | ↗ |
| 2024-11-04 | Actis-Grande Kristen | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 84 | 0.00 | — | 8,037 | D | ↗ |
| 2024-11-03 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 511 | 0.00 | — | 13,408 | D | ↗ |
| 2024-11-03 | McIsaac Martina | Officer | M-Exempt | D | Dividend Equivalent Units | 35 | 0.00 | — | 532 | D | ↗ |
| 2024-11-03 | GERSHWIND ERIK | Director / Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 4,538 | 0.00 | — | 1,432,813 | D | ↗ |
| 2024-11-03 | Dongre Neal | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 447 | 0.00 | — | 2,246 | D | ↗ |
| 2024-11-03 | Bledsoe Elizabeth | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 607 | 0.00 | — | 1,821 | D | ↗ |
| 2024-11-03 | Actis-Grande Kristen | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 77 | 0.00 | — | 7,452 | D | ↗ |
| 2024-10-03 | McIsaac Martina | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 307 | 83.51 | 25.6K | 2,761 | D | ↗ |
| 2024-08-31 | Actis-Grande Kristen | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 153 | 0.00 | — | 5,534 | — | ↗ |
| 2024-08-27 | Aarnes Robert B | Director | — | D | Class A Common Stock, $0.001 par value | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-17 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 4,885 | 79.60 | 388.8K | 17,782 | — | ↗ |
| 2024-06-29 | Dongre Neal | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 44 | 79.31 | 3.5K | 1,799 | — | ↗ |
| 2024-04-18 | Hill John | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 66 | 0.00 | — | 2,562 | — | ↗ |
| 2024-01-31 | JACOBSON MITCHELL | Director / 10% Owner | S-Sale | D | Class A Common Stock | 86 | 100.06 | 8.6K | 1,683,810 | — | ↗ |
| 2024-01-29 | JACOBSON MITCHELL | Director / 10% Owner | S-Sale | D | Class A Common Stock | 137,716 | 97.66 | 13.45M | 1,708,311 | — | ↗ |
| 2024-01-26 | Seseri Rudina | Director | M-Exempt | D | Restricted Stock Units (RSU) | 762 | 0.00 | — | 0 | — | ↗ |
| 2024-01-26 | PELLER PHILIP | Director | M-Exempt | D | Restricted Stock Units (RSU) | 762 | 0.00 | — | 0 | — | ↗ |
| 2024-01-26 | PALADINO STEVEN | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 56 | 0.00 | — | 12,418 | — | ↗ |
| 2024-01-26 | Kaufmann Michael C | Director | M-Exempt | D | Restricted Stock Units (RSU) | 762 | 0.00 | — | 0 | — | ↗ |
| 2024-01-26 | JACOBSON MITCHELL | Director / 10% Owner | S-Sale | D | Class A Common Stock | 18,746 | 97.63 | 1.83M | 1,846,027 | — | ↗ |
| 2024-01-26 | GOESER LOUISE K | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 56 | 0.00 | — | 12,976 | — | ↗ |
| 2024-01-25 | Seseri Rudina | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 26 | 0.00 | — | 3,962 | — | ↗ |
| 2024-01-25 | Purcell Rahquel | Director | M-Exempt | D | Restricted Stock Units (RSU) | 776 | 0.00 | — | 777 | — | ↗ |
| 2024-01-25 | PELLER PHILIP | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 26 | 0.00 | — | 4,126 | — | ↗ |
| 2024-01-25 | PALADINO STEVEN | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 26 | 0.00 | — | 11,600 | — | ↗ |
| 2024-01-25 | Kaufmann Michael C | Director | M-Exempt | D | Dividend Equivalent Units | 26 | 0.00 | — | 83 | — | ↗ |
| 2024-01-25 | GOESER LOUISE K | Director | M-Exempt | D | Dividend Equivalent Units | 26 | 0.00 | — | 83 | — | ↗ |
| 2024-01-24 | Seseri Rudina | Director | A-Award | A | Restricted Stock Units (RSU) | 1,390 | 0.00 | — | 1,390 | — | ↗ |
| 2024-01-24 | Purcell Rahquel | Director | A-Award | A | Restricted Stock Units (RSU) | 1,390 | 0.00 | — | 1,390 | — | ↗ |
| 2024-01-24 | PELLER PHILIP | Director | A-Award | A | Restricted Stock Units (RSU) | 1,390 | 0.00 | — | 1,390 | — | ↗ |
| 2024-01-24 | PALADINO STEVEN | Director | A-Award | A | Restricted Stock Units (RSU) | 1,390 | 0.00 | — | 1,390 | — | ↗ |
| 2024-01-24 | Kaufmann Michael C | Director | A-Award | A | Restricted Stock Units (RSU) | 1,390 | 0.00 | — | 1,390 | — | ↗ |
| 2024-01-24 | GOESER LOUISE K | Director | A-Award | A | Restricted Stock Units (RSU) | 1,390 | 0.00 | — | 1,390 | — | ↗ |
| 2024-01-23 | JACOBSON MITCHELL | Director / 10% Owner | S-Sale | D | Class A Common Stock | 42,498 | 97.82 | 4.16M | 1,864,773 | — | ↗ |
| 2024-01-22 | JACOBSON MITCHELL | Director / 10% Owner | S-Sale | D | Class A Common Stock | 51,040 | 97.31 | 4.97M | 1,907,271 | — | ↗ |
| 2024-01-19 | GERSHWIND ERIK | Director / Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 45,939 | 96.71 | 4.44M | 1,371,099 | — | ↗ |
| 2024-01-18 | GERSHWIND ERIK | Director / Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 15,000 | 96.15 | 1.44M | 1,417,038 | — | ↗ |
| 2024-01-16 | GERSHWIND ERIK | Director / Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 7,500 | 96.00 | 720.0K | 1,432,038 | — | ↗ |
| 2023-12-17 | Shacklett Kimberly | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 97 | 101.08 | 9.8K | 12,897 | — | ↗ |
| 2023-11-27 | Actis-Grande Kristen | Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 2,690 | 98.57 | 265.2K | 4,622 | — | ↗ |
| 2023-11-21 | Actis-Grande Kristen | Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 2,886 | 98.74 | 285.0K | 7,312 | — | ↗ |
| 2023-11-07 | GERSHWIND ERIK | Director / Officer | M-Exempt | D | Options (right to buy) | 73,469 | 79.60 | 5.85M | 0 | — | ↗ |
| 2023-11-06 | Shacklett Kimberly | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 121 | 97.33 | 11.8K | 12,380 | — | ↗ |
| 2023-11-06 | GERSHWIND ERIK | Director / Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 1,296 | 0.00 | — | 1,370,891 | — | ↗ |
| 2023-11-06 | Dongre Neal | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 19 | 0.00 | — | 1,735 | — | ↗ |
| 2023-11-06 | Bledsoe Elizabeth | Officer | M-Exempt | D | Dividend Equivalent Units | 60 | 0.00 | — | 198 | — | ↗ |
| 2023-11-06 | Actis-Grande Kristen | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 219 | 0.00 | — | 10,665 | — | ↗ |
| 2023-11-05 | Shacklett Kimberly | Officer | M-Exempt | D | Dividend Equivalent Units | 15 | 0.00 | — | 360 | — | ↗ |
| 2023-11-05 | GERSHWIND ERIK | Director / Officer | M-Exempt | D | Dividend Equivalent Units | 360 | 0.00 | — | 6,198 | — | ↗ |
| 2023-11-05 | Dongre Neal | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 11 | 0.00 | — | 1,541 | — | ↗ |
| 2023-11-05 | Bledsoe Elizabeth | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 478 | 0.00 | — | 4,375 | — | ↗ |
| 2023-11-05 | Actis-Grande Kristen | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 72 | 0.00 | — | 6,482 | — | ↗ |
| 2023-11-04 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 15 | 0.00 | — | 11,315 | — | ↗ |
| 2023-11-04 | McIsaac Martina | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 287 | 97.78 | 28.1K | 1,808 | — | ↗ |
| 2023-11-04 | Hill John | Officer | M-Exempt | D | Dividend Equivalent Units | 30 | 0.00 | — | 235 | — | ↗ |
| 2023-11-04 | GERSHWIND ERIK | Director / Officer | M-Exempt | D | Dividend Equivalent Units | 179 | 0.00 | — | 6,557 | — | ↗ |
| 2023-11-04 | Dongre Neal | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 378 | 0.00 | — | 1,484 | — | ↗ |
| 2023-11-04 | Bledsoe Elizabeth | Officer | M-Exempt | D | Dividend Equivalent Units | 22 | 0.00 | — | 402 | — | ↗ |
| 2023-11-04 | Actis-Grande Kristen | Officer | M-Exempt | D | Dividend Equivalent Units | 41 | 0.00 | — | 899 | — | ↗ |
| 2023-11-03 | Shacklett Kimberly | Officer | A-Award | A | Restricted Stock Units (RSU) | 2,045 | 0.00 | — | 2,045 | — | ↗ |
| 2023-11-03 | McIsaac Martina | Officer | A-Award | A | Restricted Stock Units (RSU) | 3,835 | 0.00 | — | 3,835 | — | ↗ |
| 2023-11-03 | Hill John | Officer | A-Award | A | Restricted Stock Units (RSU) | 3,195 | 0.00 | — | 3,195 | — | ↗ |
| 2023-11-03 | GERSHWIND ERIK | Director / Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 13,599 | 97.91 | 1.33M | 1,339,052 | — | ↗ |
| 2023-11-03 | Dongre Neal | Officer | A-Award | A | Restricted Stock Units (RSU) | 1,789 | 0.00 | — | 1,789 | — | ↗ |
| 2023-11-03 | Bledsoe Elizabeth | Officer | A-Award | A | Restricted Stock Units (RSU) | 2,428 | 0.00 | — | 2,428 | — | ↗ |
| 2023-11-03 | Actis-Grande Kristen | Officer | A-Award | A | Restricted Stock Units (RSU) | 8,436 | 0.00 | — | 8,436 | — | ↗ |
| 2023-10-17 | Shacklett Kimberly | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 176 | 0.00 | — | 0 | — | ↗ |
| 2023-10-17 | GERSHWIND ERIK | Director / Officer | M-Exempt | D | Dividend Equivalent Units | 1,117 | 0.00 | — | 6,737 | — | ↗ |
| 2023-10-17 | Dongre Neal | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 27 | 0.00 | — | 0 | — | ↗ |
| 2023-10-17 | Bledsoe Elizabeth | Officer | M-Exempt | D | Dividend Equivalent Units | 20 | 0.00 | — | 424 | — | ↗ |
| 2023-10-04 | JACOBSON MITCHELL | Director / 10% Owner | A-Award | A | Class A Common Stock | 1,739,007 | 0.00 | 1.7K | 1,939,524 | — | ↗ |
| 2023-10-04 | GERSHWIND MARJORIE | 10% Owner | J-Other | D | Class B Common Stock | 452,647 | 0.00 | — | 0 | — | ↗ |
| 2023-10-04 | GERSHWIND ERIK | Director / Officer | D-Return | D | Class B Common Stock | 83,621 | 0.00 | — | 0 | — | ↗ |
| 2023-10-04 | Bennett Stacey L. | 10% Owner | J-Other | D | Class B Common Stock | 287,222 | 0.00 | — | 0 | — | ↗ |
| 2023-10-03 | McIsaac Martina | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 1,173 | 0.00 | — | 1,173 | — | ↗ |
| 2023-08-31 | Actis-Grande Kristen | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 121 | 0.00 | — | 4,880 | — | ↗ |
| 2023-07-28 | Bledsoe Elizabeth | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 1,441 | 83.21 | 119.9K | 6,492 | — | ↗ |
| 2023-06-29 | Dongre Neal | Officer | F-InKind | D | Class A Common Stock, $0.001 par value | 41 | 94.29 | 3.9K | 1,081 | — | ↗ |
| 2023-05-02 | Shacklett Kimberly | Officer | M-Exempt | A | Class A Common Stock, $0.001 par value | 6,442 | 71.33 | 459.5K | 17,158 | — | ↗ |
| 2023-04-18 | Hill John | Officer | M-Exempt | D | Restricted Stock Units (RSU) | 1,035 | 0.00 | — | 3,105 | — | ↗ |
| 2023-02-07 | Jones Douglas E | Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 885 | 88.00 | 77.9K | 4,938 | — | ↗ |
| 2023-02-02 | Jones Douglas E | Officer | S-Sale | D | Class A Common Stock, $0.001 par value | 4,404 | 89.54 | 394.3K | 5,823 | — | ↗ |
| 2023-01-31 | GERSHWIND MARJORIE | 10% Owner | — | I | Class B Common Stock | 452,647 | 0.00 | — | 0 | — | ↗ |
| 2023-01-31 | Bennett Stacey L. | 10% Owner | — | I | Class B Common Stock | 287,222 | 0.00 | — | 0 | — | ↗ |
| 2023-01-27 | Seseri Rudina | Director | M-Exempt | D | Restricted Stock Units (RSUs) | 748 | 0.00 | — | 0 | — | ↗ |
| 2023-01-27 | PELLER PHILIP | Director | M-Exempt | D | Restricted Stock Units (RSUs) | 748 | 0.00 | — | 0 | — | ↗ |
| 2023-01-27 | PALADINO STEVEN | Director | M-Exempt | A | Class A Common Stock, $0.001 par value | 748 | 0.00 | — | 10,742 | — | ↗ |
| 2023-01-27 | Kaufmann Michael C | Director | M-Exempt | D | Restricted Stock Units (RSUs) | 748 | 0.00 | — | 0 | — | ↗ |
| 2023-01-27 | GOESER LOUISE K | Director | M-Exempt | D | Restricted Stock Units (RSUs) | 748 | 0.00 | — | 0 | — | ↗ |
| 2023-01-26 | Seseri Rudina | Director | M-Exempt | D | Dividend Equivalent Units | 28 | 0.00 | — | 85 | — | ↗ |
| 2023-01-26 | PELLER PHILIP | Director | M-Exempt | D | Restricted Stock Units (RSUs) | 761 | 0.00 | — | 762 | — | ↗ |
| 2023-01-26 | PALADINO STEVEN | Director | M-Exempt | D | Restricted Stock Units (RSUs) | 761 | 0.00 | — | 762 | — | ↗ |
| 2023-01-26 | Kaufmann Michael C | Director | M-Exempt | D | Dividend Equivalent Units | 28 | 0.00 | — | 85 | — | ↗ |
| 2023-01-26 | GOESER LOUISE K | Director | M-Exempt | D | Restricted Stock Units (RSUs) | 761 | 0.00 | — | 762 | — | ↗ |
| 2023-01-25 | Seseri Rudina | Director | A-Award | A | Restricted Stock Units (RSUs) | 1,553 | 0.00 | — | 1,553 | — | ↗ |
| 2023-01-25 | Purcell Rahquel | Director | A-Award | A | Restricted Stock Units (RSUs) | 1,553 | 0.00 | — | 1,553 | — | ↗ |
| 2023-01-25 | PELLER PHILIP | Director | A-Award | A | Restricted Stock Units (RSUs) | 1,553 | 0.00 | — | 1,553 | — | ↗ |
| 2023-01-25 | PALADINO STEVEN | Director | A-Award | A | Restricted Stock Units (RSUs) | 1,553 | 0.00 | — | 1,553 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Erik Gershwind Chief Executive Officer | 871.4K | — | 3.55M | — | 1.43M | 26.7K | 5.87M | 60.44% | ↗ |
| 2 | 2025 | Martina McIsaac President and Chief Operating Officer | 625.3K | — | 899.9K | — | 473.3K | 242.7K | 2.24M | 40.15% | ↗ |
| 3 | 2025 | Kristen Actis-Grande Former Executive Vice President and Chief Financial Officer | 600.0K | — | 850.0K | — | — | 26.0K | 1.48M | 57.59% | ↗ |
| 4 | 2025 | Neal Dongre Senior Vice President, General Counsel and Corporate Secretary | 457.3K | — | 449.9K | — | 217.7K | 15.4K | 1.14M | 39.46% | ↗ |
| 5 | 2025 | Kimberly Shacklett Senior Vice President, Customer Experience | 428.4K | — | 399.9K | — | 203.7K | 23.3K | 1.06M | 37.89% | ↗ |
| 6 | 2025 | Gregory Clark Vice President and Interim Chief Financial Officer | 312.3K | — | 149.9K | — | 137.3K | 22.8K | 622.4K | 24.09% | ↗ |
| 7 | 2024 | Erik Gershwind Chief Executive Officer | 861.2K | — | 3.55M | — | — | 26.5K | 4.44M | 80.00% | ↗ |
| 8 | 2024 | Kristen Actis-Grande Executive Vice President and Chief Financial Officer | 590.4K | — | 1.25M | — | — | 28.2K | 1.87M | 66.89% | ↗ |
| 9 | 2024 | John Hill Former Senior Vice President and Chief Digital Information Officer | 435.2K | — | 864.7K | — | — | 154.1K | 1.45M | 59.47% | ↗ |
| 10 | 2024 | Martina McIsaac President and Chief Operating Officer | 565.5K | — | 750.0K | — | — | 29.0K | 1.34M | 55.78% | ↗ |
| 11 | 2024 | Elizabeth Bledsoe Senior Vice President and Chief People Officer | 431.8K | — | 474.8K | — | — | 22.7K | 929.3K | 51.10% | ↗ |
| 12 | 2024 | Kimberly Shacklett Senior Vice President, Sales & Customer Success | 415.4K | — | 399.9K | — | — | 21.9K | 837.2K | 47.77% | ↗ |
| 13 | 2023 | Erik Gershwind President and Chief Executive Officer | 825.4K | — | 3.25M | — | 826.6K | 26.1K | 4.93M | 65.95% | ↗ |
| 14 | 2023 | Martina McIsaac Executive Vice President and Chief Operating Officer | 497.1K | 200.0K | 1.10M | — | 195.3K | 33.6K | 2.03M | 54.29% | ↗ |
| 15 | 2023 | Kristen Actis-Grande Executive Vice President and Chief Financial Officer | 540.4K | — | 749.9K | — | 208.8K | 21.7K | 1.52M | 49.31% | ↗ |
| 16 | 2023 | John Hill Senior Vice President and Chief Digital Information Officer | 520.2K | — | 549.9K | — | 186.5K | 42.4K | 1.30M | 42.33% | ↗ |
| 17 | 2023 | Elizabeth Bledsoe Senior Vice President and Chief People Officer | 407.3K | — | 400.0K | — | 112.4K | 21.3K | 941.0K | 42.51% | ↗ |
| 18 | 2022 | Erik Gershwind President and Chief Executive Officer | 815.9K | — | 3.25M | — | 2.36M | 24.9K | 6.45M | 50.36% | ↗ |
| 19 | 2022 | Kristen Actis-Grande Executive Vice President and Chief Financial Officer | 504.8K | — | 649.9K | — | 538.5K | 6.3K | 1.70M | 38.24% | ↗ |
| 20 | 2022 | Douglas E. Jones Executive Vice President and Chief Supply Chain Officer | 449.6K | — | 549.9K | — | 375.4K | 23.1K | 1.40M | 39.33% | ↗ |
| 21 | 2022 | Elizabeth Bledsoe Senior Vice President and Chief People Officer | 381.7K | — | 324.9K | — | 267.4K | 21.6K | 995.7K | 32.63% | ↗ |
| 22 | 2022 | Steven Baruch Executive Vice President and Chief Strategy & Marketing Officer | 408.4K | — | 400.0K | — | — | 26.4K | 834.8K | 47.92% | ↗ |
| 23 | 2021 | Erik Gershwind President and Chief Executive Officer | 771.2K | 500.00 | 3.25M | — | 1.12M | 23.8K | 5.17M | 62.86% | ↗ |
| 24 | 2021 | Kristen Actis-Grande Executive Vice President and Chief Financial Officer | 408.7K | 150.0K | 749.9K | — | 256.2K | 14.8K | 1.58M | 47.48% | ↗ |
| 25 | 2021 | Douglas E. Jones Executive Vice President and Chief Supply Chain Officer | 423.1K | 500.00 | 549.9K | — | 174.5K | 22.4K | 1.17M | 46.99% | ↗ |
| 26 | 2021 | Steve Armstrong Senior Vice President, General Counsel and Corporate Secretary | 425.0K | 500.00 | 500.0K | — | 159.4K | 24.0K | 1.11M | 45.09% | ↗ |
| 27 | 2021 | Kari Heerdt Senior Vice President, New Business Innovation and Transformation | 361.2K | 500.00 | 400.0K | — | 155.5K | 21.4K | 938.5K | 42.62% | ↗ |
| 28 | 2020 | Erik Gershwind President and Chief Executive Officer | 697.0K | — | 3.25M | — | 375.0K | 22.6K | 4.34M | 74.81% | ↗ |
| 29 | 2020 | Douglas Jones Executive Vice President and Chief Supply Chain Officer | 398.7K | — | 549.9K | 54.9K | 116.3K | 11.2K | 1.13M | 53.48% | ↗ |
| 30 | 2020 | Douglas E. Jones Executive Vice President and Chief Supply Chain Officer | 398.7K | — | 549.9K | 54.9K | 116.3K | 11.2K | 1.13M | 53.48% | ↗ |
| 31 | 2020 | Rustom Jilla Former Executive Vice President and Chief Financial Officer | 221.4K | — | 824.9K | — | — | 6.4K | 1.05M | 78.36% | ↗ |
| 32 | 2020 | Steve Armstrong Senior Vice President, General Counsel and Corporate Secretary | 400.5K | — | 499.9K | 11.9K | 53.1K | 18.0K | 983.5K | 52.04% | ↗ |
| 33 | 2020 | Edward Martin Senior Vice President, Sales & Customer Success | 405.2K | — | 450.0K | — | 103.5K | 14.4K | 973.1K | 46.24% | ↗ |
| 34 | 2020 | Gregory Clark Vice President, Interim Chief Financial Officer | 279.0K | — | 150.0K | 631.00 | 57.8K | 14.2K | 501.7K | 30.02% | ↗ |
| 35 | 2019 | Erik Gershwind President and Chief Executive Officer | 762.9K | — | 1.37M | 1.12M | 585.7K | 23.3K | 3.87M | 64.57% | ↗ |
| 36 | 2019 | Rustom Jilla Former Executive Vice President and Chief Financial Officer | 519.6K | — | 412.5K | 337.5K | 119.4K | 23.3K | 1.41M | 53.11% | ↗ |
| 37 | 2019 | Rustom Jilla Executive Vice President and Chief Financial Officer | 519.6K | — | 412.5K | 337.5K | 119.4K | 23.3K | 1.41M | 53.11% | ↗ |
| 38 | 2019 | Douglas Jones Executive Vice President and Chief Supply Chain Officer | 421.2K | — | 302.5K | 247.5K | 90.5K | 15.6K | 1.08M | 51.05% | ↗ |
| 39 | 2019 | Douglas Jones Executive Vice President, Chief Supply Chain Officer | 421.2K | — | 302.5K | 247.5K | 90.5K | 15.6K | 1.08M | 51.05% | ↗ |
| 40 | 2019 | Steve Armstrong Senior Vice President, General Counsel and Corporate Secretary | 422.5K | — | 274.9K | 225.0K | 105.4K | 21.9K | 1.05M | 47.62% | ↗ |
| 41 | 2019 | Steven Baruch Executive Vice President and Chief Strategy and Marketing Officer | 361.3K | — | 219.9K | 180.0K | 75.0K | 15.2K | 851.5K | 46.97% | ↗ |
| 42 | 2018 | Erik Gershwind President and Chief Executive Officer | 740.7K | — | 1.10M | 900.0K | 1.70M | 20.7K | 4.46M | 44.83% | ↗ |
| 43 | 2018 | Rustom Jilla Executive Vice President and Chief Financial Officer | 505.2K | — | 412.5K | 337.5K | 389.1K | 21.5K | 1.67M | 45.03% | ↗ |
| 44 | 2018 | Douglas Jones Executive Vice President and Chief Supply Chain Officer | 414.6K | — | 302.5K | 247.5K | 243.4K | 14.1K | 1.22M | 45.00% | ↗ |
| 45 | 2018 | Douglas Jones Executive Vice President, Chief Supply Chain Officer | 414.6K | — | 302.5K | 247.5K | 243.4K | 14.1K | 1.22M | 45.00% | ↗ |
| 46 | 2018 | Steve Armstrong Senior Vice President, General Counsel and Corporate Secretary | 410.3K | — | 261.2K | 213.7K | 220.6K | 20.5K | 1.13M | 42.17% | ↗ |
| 47 | 2018 | Steven Baruch Executive Vice President and Chief Strategy and Marketing Officer | 348.7K | — | 219.9K | 180.0K | 227.7K | 11.6K | 987.9K | 40.48% | ↗ |
| 48 | 2018 | Steven Baruch Executive Vice President and Chief Strategy & Marketing Officer | 348.7K | — | 219.9K | 180.0K | 227.7K | 11.6K | 987.9K | 40.48% | ↗ |
| 49 | 2017 | Erik Gershwind President and Chief Executive Officer | 719.1K | — | 825.0K | 675.0K | 1.72M | 19.4K | 3.96M | 37.86% | ↗ |
| 50 | 2017 | Rustom Jilla Executive Vice President and Chief Financial Officer | 490.5K | — | 443.3K | 362.7K | 322.7K | 21.0K | 1.64M | 49.14% | ↗ |
| 51 | 2017 | Douglas Jones Executive Vice President, Chief Supply Chain Officer | 388.4K | — | 338.8K | 277.2K | 201.3K | 13.2K | 1.22M | 50.54% | ↗ |
| 52 | 2017 | Douglas Jones Executive Vice President and Chief Supply Chain Officer | 388.4K | — | 338.8K | 277.2K | 201.3K | 13.2K | 1.22M | 50.54% | ↗ |
| 53 | 2017 | Steve Armstrong Senior Vice President, General Counsel and Corporate Secretary | 398.4K | — | 242.3K | 198.2K | 161.0K | 20.4K | 1.02M | 43.18% | ↗ |
| 54 | 2017 | Kari Heerdt Senior Vice President and Chief People Officer | 335.0K | — | 220.8K | 180.7K | 157.7K | 19.4K | 913.6K | 43.95% | ↗ |
| 55 | 2016 | Erik Gershwind President and Chief Executive Officer | 700.7K | — | 825.0K | 675.0K | 500.0K | 20.7K | 2.72M | 55.12% | ↗ |
| 56 | 2016 | Rustom Jilla Executive Vice President and Chief Financial Officer | 476.8K | — | 385.0K | 315.0K | 117.7K | 30.5K | 1.32M | 52.83% | ↗ |
| 57 | 2016 | Douglas Jones Executive Vice President, Chief Supply Chain Officer | 384.6K | — | 302.5K | 247.5K | 73.4K | 21.5K | 1.03M | 53.42% | ↗ |
| 58 | 2016 | Steve Armstrong Senior Vice President, General Counsel and Corporate Secretary | 386.2K | — | 221.6K | 181.4K | 53.5K | 20.7K | 863.4K | 46.67% | ↗ |
| 59 | 2016 | Kari Heerdt Senior Vice President and Chief People Officer | 325.6K | — | 192.5K | 157.5K | 57.5K | 14.8K | 748.0K | 46.79% | ↗ |
| 60 | 2015 | Erik Gershwind President and Chief Executive Officer | 685.9K | — | 474.9K | 646.0K | 432.0K | 20.0K | 2.26M | 49.63% | ↗ |
| 61 | 2015 | Thomas Cox Former Executive Vice President, Sales | 126.4K | — | 748.0K | 255.6K | — | 507.5K | 1.64M | 61.29% | ↗ |
| 62 | 2015 | David Sandler Executive Vice Chairman | 775.0K | — | — | — | — | 765.1K | 1.54M | 0.00% | ↗ |
| 63 | 2015 | Jeffrey Kaczka Former Executive Vice President and Chief Financial Officer | 384.2K | — | 231.2K | 323.7K | — | 441.5K | 1.38M | 40.20% | ↗ |
| 64 | 2015 | Douglas Jones Executive Vice President, Chief Supply Chain Officer | 376.0K | — | 179.9K | 315.0K | 99.2K | 17.9K | 988.1K | 50.09% | ↗ |
| 65 | 2015 | Kari Heerdt Senior Vice President and Chief People Officer | 325.1K | 100.0K | 249.9K | 200.0K | 72.4K | 18.5K | 965.8K | 46.58% | ↗ |
| 66 | 2015 | Steve Armstrong Senior Vice President, General Counsel and Corporate Secretary | 377.8K | — | 166.5K | 236.4K | 72.4K | 19.3K | 872.3K | 46.19% | ↗ |
| 67 | 2015 | Rustom Jilla Executive Vice President and Chief Financial Officer | 45.7K | — | 500.0K | — | — | 3.8K | 549.5K | 90.99% | ↗ |
| 68 | 2014 | Eileen McGuire Former Executive Vice President, Human Resources | 205.6K | — | 1.21M | 735.4K | — | 530.7K | 2.68M | 72.54% | ↗ |
| 69 | 2014 | Erik Gershwind President and Chief Executive Officer | 648.5K | — | 500.0K | 680.0K | 666.4K | 19.8K | 2.51M | 46.92% | ↗ |
| 70 | 2014 | Jeffrey Kaczka Executive Vice President and Chief Financial Officer | 423.7K | — | 249.9K | 350.0K | 196.0K | 21.2K | 1.24M | 48.35% | ↗ |
| 71 | 2014 | Jeffrey Kaczka Former Executive Vice President and Chief Financial Officer | 423.7K | — | 249.9K | 350.0K | 196.0K | 21.2K | 1.24M | 48.35% | ↗ |
| 72 | 2014 | Douglas Jones Executive Vice President, Chief Supply Chain Officer | 368.7K | — | 200.0K | 350.0K | 158.3K | 18.2K | 1.10M | 50.22% | ↗ |
| 73 | 2014 | David Sandler Executive Vice Chairman | 775.0K | — | — | — | — | 270.0K | 1.05M | 0.00% | ↗ |
| 74 | 2014 | Thomas Cox Former Executive Vice President, Sales | 355.2K | — | 200.0K | 300.0K | 167.9K | 11.8K | 1.03M | 48.31% | ↗ |
| 75 | 2013 | Erik Gershwind President and Chief Executive Officer | 547.5K | — | 270.0K | 480.0K | 200.0K | 18.9K | 1.52M | 49.46% | ↗ |
| 76 | 2013 | Thomas Cox Former Executive Vice President, Sales | 348.2K | — | 260.0K | 472.8K | 52.2K | 11.3K | 1.14M | 64.03% | ↗ |
| 77 | 2013 | Thomas Cox Executive Vice President, Sales | 348.2K | — | 260.0K | 472.8K | 52.2K | 11.3K | 1.14M | 64.03% | ↗ |
| 78 | 2013 | David Sandler Executive Vice Chair and former Chief Executive Officer | 780.2K | — | — | — | — | 350.9K | 1.13M | 0.00% | ↗ |
| 79 | 2013 | David Sandler Executive Vice Chairman | 780.2K | — | — | — | — | 350.9K | 1.13M | 0.00% | ↗ |
| 80 | 2013 | Douglas Jones Executive Vice President, Global Supply Chain Operations | 361.4K | — | 200.0K | 350.0K | 49.2K | 97.2K | 1.06M | 51.99% | ↗ |
| 81 | 2013 | Douglas Jones Executive Vice President, Chief Supply Chain Officer | 361.4K | — | 200.0K | 350.0K | 49.2K | 97.2K | 1.06M | 51.99% | ↗ |
| 82 | 2013 | Jeffrey Kaczka Executive Vice President and Chief Financial Officer | 415.4K | — | 200.0K | 350.0K | 52.2K | 20.7K | 1.04M | 52.97% | ↗ |
| 83 | 2013 | Eileen McGuire Former Executive Vice President, Human Resources | 323.3K | — | 260.0K | 240.0K | 49.2K | 66.0K | 938.6K | 53.27% | ↗ |
| 84 | 2013 | Eileen McGuire Executive Vice President, Human Resources | 323.3K | — | 260.0K | 240.0K | 49.2K | 66.0K | 938.6K | 53.27% | ↗ |
| 85 | 2012 | David Sandler Chief Executive Officer | 810.8K | — | — | — | 1.14M | 688.4K | 2.64M | 0.00% | ↗ |
| 86 | 2012 | David Sandler Executive Vice Chair and former Chief Executive Officer | 810.8K | — | — | — | 1.14M | 688.4K | 2.64M | 0.00% | ↗ |
| 87 | 2012 | Erik Gershwind President and Chief Operating Officer | 441.0K | — | 260.0K | 472.8K | 430.4K | 19.8K | 1.62M | 45.12% | ↗ |
| 88 | 2012 | Erik Gershwind President and Chief Executive Officer | 441.0K | — | 260.0K | 472.8K | 430.4K | 19.8K | 1.62M | 45.12% | ↗ |
| 89 | 2012 | Jeffrey Kaczka Executive Vice President and Chief Financial Officer | 420.3K | 100.0K | 199.9K | 350.0K | 250.7K | 102.6K | 1.42M | 38.63% | ↗ |
| 90 | 2012 | Thomas Cox Executive Vice President, Sales | 352.4K | — | 260.0K | 472.8K | 250.7K | 13.5K | 1.35M | 54.31% | ↗ |
| 91 | 2012 | Mitchell Jacobson Chairman of the Board | 1.01M | — | — | — | — | 301.2K | 1.31M | 0.00% | ↗ |
| 92 | 2012 | Douglas Jones Executive Vice President, Global Supply Chain Operations | 366.4K | — | 199.9K | 350.0K | 236.3K | 14.4K | 1.17M | 47.12% | ↗ |
| 93 | 2012 | Eileen McGuire Executive Vice President, Human Resources | 321.0K | — | 141.0K | 236.4K | 236.3K | 18.4K | 953.0K | 39.60% | ↗ |
| 94 | 2011 | David Sandler Chief Executive Officer | 740.0K | — | 10.00M | — | 1.28M | 850.0K | 12.87M | 77.71% | ↗ |
| 95 | 2011 | Charles Boehlke Former Executive Vice President and Chief Financial Officer | 386.3K | — | 366.0K | 472.8K | 321.4K | 18.7K | 1.57M | 53.59% | ↗ |
| 96 | 2011 | Erik Gershwind President and Chief Operating Officer | 311.8K | — | 260.0K | 472.8K | 384.4K | 17.3K | 1.45M | 50.66% | ↗ |
| 97 | 2011 | Thomas Cox Executive Vice President, Sales | 329.3K | — | 260.0K | 472.8K | 298.4K | 13.4K | 1.37M | 53.34% | ↗ |
| 98 | 2011 | Mitchell Jacobson Chairman of the Board | 975.0K | — | — | — | — | 253.7K | 1.23M | 0.00% | ↗ |
| 99 | 2011 | Jeffrey Kaczka Executive Vice President and Chief Financial Officer | 152.3K | 100.0K | 300.0K | — | — | 107.1K | 659.3K | 45.50% | ↗ |
| 100 | 2010 | David Sandler President and Chief Executive Officer | 740.0K | 83.2K | 750.0K | 1.77M | 997.8K | 459.6K | 4.80M | 52.52% | ↗ |
| 101 | 2010 | David Sandler Chief Executive Officer | 740.0K | 83.2K | 750.0K | 1.77M | 997.8K | 459.6K | 4.80M | 52.52% | ↗ |
| 102 | 2010 | Charles Boehlke Former Executive Vice President and Chief Financial Officer | 468.6K | 28.8K | 366.0K | 472.8K | 345.9K | 2.9K | 1.69M | 49.78% | ↗ |
| 103 | 2010 | Charles Boehlke Executive Vice President and Chief Financial Officer | 468.6K | 28.8K | 366.0K | 472.8K | 345.9K | 2.9K | 1.69M | 49.78% | ↗ |
| 104 | 2010 | Thomas Cox Executive Vice President, Sales | 321.6K | 19.4K | 260.0K | 472.8K | 232.9K | 16.1K | 1.32M | 55.40% | ↗ |
| 105 | 2010 | Mitchell Jacobson Chairman of the Board | 975.0K | — | — | — | — | 235.0K | 1.21M | 0.00% | ↗ |
| 106 | 2010 | Erik Gershwind Executive Vice President, Chief Operating Officer | 289.4K | 25.0K | 141.0K | 236.4K | 300.0K | 2.3K | 994.2K | 37.96% | ↗ |
| 107 | 2010 | Erik Gershwind President and Chief Operating Officer | 289.4K | 25.0K | 141.0K | 236.4K | 300.0K | 2.3K | 994.2K | 37.96% | ↗ |
| 108 | 2009 | David Sandler Chief Executive Officer | 740.0K | — | 609.0K | 1.51M | — | 424.2K | 3.28M | 64.51% | ↗ |
| 109 | 2009 | David Sandler President and Chief Executive Officer | 740.0K | — | 609.0K | 1.51M | — | 424.2K | 3.28M | 64.51% | ↗ |
| 110 | 2009 | Charles Boehlke Former Executive Vice President and Chief Financial Officer | 462.6K | — | 366.0K | 402.0K | — | 13.0K | 1.24M | 61.75% | ↗ |
| 111 | 2009 | Charles Boehlke Executive Vice President and Chief Financial Officer | 462.6K | — | 366.0K | 402.0K | — | 13.0K | 1.24M | 61.75% | ↗ |
| 112 | 2009 | Mitchell Jacobson Chairman of the Board | 975.0K | — | — | — | — | 213.3K | 1.19M | 0.00% | ↗ |
| 113 | 2009 | Thomas Cox Executive Vice President, Sales | 317.8K | — | 260.0K | 402.0K | — | 24.4K | 1.00M | 65.92% | ↗ |
| 114 | 2009 | Douglas Jones Executive Vice President, Global Supply Chain Operations | 308.0K | — | 126.9K | 221.1K | — | 9.6K | 665.6K | 52.28% | ↗ |
| 115 | 2009 | Erik Gershwind Executive Vice President, Chief Operating Officer | 254.4K | — | 125.0K | 180.9K | — | 4.0K | 564.2K | 54.21% | ↗ |
| 116 | 2009 | Erik Gershwind President and Chief Operating Officer | 254.4K | — | 125.0K | 180.9K | — | 4.0K | 564.2K | 54.21% | ↗ |
| 117 | 2008 | David Sandler President and Chief Executive Officer | 722.8K | — | 609.0K | 1.99M | 706.2K | 475.4K | 4.50M | 57.68% | ↗ |
| 118 | 2008 | Charles Boehlke Executive Vice President and Chief Financial Officer | 457.4K | — | 366.0K | 529.6K | 244.8K | 7.2K | 1.60M | 55.80% | ↗ |
| 119 | 2008 | Thomas Cox Executive Vice President, Sales | 312.6K | — | 260.0K | 529.6K | 164.8K | 21.6K | 1.29M | 61.27% | ↗ |
| 120 | 2008 | Mitchell Jacobson Chairman of the Board | 975.0K | — | — | — | — | 220.7K | 1.20M | 0.00% | ↗ |
| 121 | 2008 | Eileen McGuire Senior Vice President, Human Resources | 263.3K | — | 129.5K | 276.2K | 113.0K | 7.2K | 789.2K | 51.41% | ↗ |
| 122 | 2008 | Erik Gershwind Executive Vice President, Chief Operating Officer | 245.9K | — | 125.0K | 238.3K | 113.0K | 7.1K | 729.2K | 49.82% | ↗ |
| 123 | 2008 | Douglas Jones Executive Vice President, Global Supply Chain Operations | 291.7K | — | 115.1K | 244.3K | 113.0K | 7.1K | 711.2K | 50.54% | ↗ |
| 124 | 2007 | David Sandler— President and Chief Executive Officer | 651.5K | — | 297.8K | 954.3K | 1.16M | 354.8K | 3.42M | 36.58% | ↗ |
| 125 | 2007 | David Sandler President and Chief Executive Officer | 651.5K | — | 297.8K | 954.3K | 1.16M | 354.8K | 3.42M | 36.58% | ↗ |
| 126 | 2007 | Charles Boehlke— Executive Vice President and Chief Financial Officer | 440.6K | — | 190.4K | 524.7K | 403.7K | 7.2K | 1.57M | 45.65% | ↗ |
| 127 | 2007 | Charles Boehlke Executive Vice President and Chief Financial Officer | 440.6K | — | 190.4K | 524.7K | 403.7K | 7.2K | 1.57M | 45.65% | ↗ |
| 128 | 2007 | Mitchell Jacobson— Chairman of the Board of Directors | 975.0K | — | — | 30.7K | — | 220.6K | 1.23M | 2.51% | ↗ |
| 129 | 2007 | Mitchell Jacobson Chairman of the Board | 975.0K | — | — | 30.7K | — | 220.6K | 1.23M | 2.51% | ↗ |
| 130 | 2007 | Thomas Cox— Executive Vice President, Sales | 301.3K | — | 103.3K | 323.5K | 271.7K | 22.1K | 1.02M | 41.76% | ↗ |
| 131 | 2007 | Thomas Cox Executive Vice President, Sales | 301.3K | — | 103.3K | 323.5K | 271.7K | 22.1K | 1.02M | 41.76% | ↗ |
| 132 | 2007 | Eileen McGuire Senior Vice President, Human Resources | 251.4K | — | 71.4K | 212.8K | 186.3K | 6.3K | 728.2K | 39.03% | ↗ |
| 133 | 2007 | Eileen McGuire— Senior Vice President, Human Resources | 251.4K | — | 71.4K | 212.8K | 186.3K | 6.3K | 728.2K | 39.03% | ↗ |
| 134 | 2007 | Douglas Jones Executive Vice President, Global Supply Chain Operations | 281.5K | — | 64.2K | 187.2K | 186.3K | 6.6K | 725.8K | 34.64% | ↗ |
| 135 | 2006 | David Sandler President and Chief Executive Officer | 567.2K | 745.0K | 509.7K | 61.0K | — | 122.2K | 2.01M | 28.46% | ↗ |
| 136 | 2006 | Mitchell Jacobson Chairman of the Board of Directors | 765.8K | 750.0K | — | — | — | 3.7K | 1.52M | 0.00% | ↗ |
| 137 | 2006 | Charles Boehlke Executive Vice President and Chief Financial Officer | 395.5K | 395.0K | 348.7K | 42.0K | — | 3.7K | 1.18M | 32.97% | ↗ |
| 138 | 2006 | James Schroeder Senior Executive Project Manager | 340.0K | 175.0K | 161.0K | 20.0K | — | 105.5K | 801.4K | 22.58% | ↗ |
| 139 | 2006 | Thomas Cox Executive Vice President, Sales | 288.9K | 210.0K | 170.2K | 25.0K | — | 270.00 | 694.5K | 28.11% | ↗ |
| 140 | 2006 | Douglas Jones Senior Vice President, Logistics | 266.9K | 150.0K | 118.6K | 13.5K | — | 4.5K | 553.5K | 23.87% | ↗ |
| 141 | 2005 | David Sandler President and Chief Executive Officer | 484.0K | 620.0K | 475.3K | 61.0K | — | 100.0K | 1.74M | 30.81% | ↗ |
| 142 | 2005 | David Sandler President | 484.0K | 620.0K | 475.3K | 61.0K | — | 100.0K | 1.74M | 30.81% | ↗ |
| 143 | 2005 | Mitchell Jacobson Chairman of the Board of Directors | 408.4K | 750.0K | — | — | — | 2.3K | 1.16M | 0.00% | ↗ |
| 144 | 2005 | Mitchell Jacobson Chief Executive Officer | 408.4K | 750.0K | — | — | — | 2.3K | 1.16M | 0.00% | ↗ |
| 145 | 2005 | Charles Boehlke Executive Vice President and Chief Financial Officer | 349.2K | 363.0K | 324.8K | 42.0K | — | 4.5K | 1.08M | 33.86% | ↗ |
| 146 | 2005 | Charles Boehlke Executive Vice President | 349.2K | 363.0K | 324.8K | 42.0K | — | 4.5K | 1.08M | 33.86% | ↗ |
| 147 | 2005 | Ross Anker Senior Vice President | 348.0K | 204.0K | 240.1K | 31.0K | — | 2.1K | 825.3K | 32.85% | ↗ |
| 148 | 2005 | James Schroeder Senior Vice President | 340.0K | 170.0K | 150.1K | 20.0K | — | 99.2K | 779.3K | 21.82% | ↗ |
| 149 | 2005 | James Schroeder Senior Executive Project Manager | 340.0K | 170.0K | 150.1K | 20.0K | — | 99.2K | 779.3K | 21.82% | ↗ |
| 150 | 2005 | Thomas Cox Executive Vice President, Sales | 269.4K | 200.0K | 155.1K | 20.0K | — | 239.00 | 644.7K | 27.16% | ↗ |
| 151 | 2005 | Douglas Jones Senior Vice President, Logistics | 245.4K | 142.4K | 105.1K | 13.5K | — | 4.4K | 510.8K | 23.21% | ↗ |
| 152 | 2004 | David Sandler President | 453.7K | 457.0K | 367.9K | 70.0K | — | 85.6K | 1.43M | 30.53% | ↗ |
| 153 | 2004 | David Sandler President and Chief Executive Officer | 453.7K | 457.0K | 367.9K | 70.0K | — | 85.6K | 1.43M | 30.53% | ↗ |
| 154 | 2004 | Mitchell Jacobson Chairman of the Board of Directors | 408.4K | 550.0K | — | — | — | 2.3K | 960.7K | 0.00% | ↗ |
| 155 | 2004 | Mitchell Jacobson Chief Executive Officer | 408.4K | 550.0K | — | — | — | 2.3K | 960.7K | 0.00% | ↗ |
| 156 | 2004 | Charles Boehlke Executive Vice President | 332.8K | 227.0K | 206.0K | 52.5K | — | 5.0K | 823.3K | 31.40% | ↗ |
| 157 | 2004 | Charles Boehlke Executive Vice President and Chief Financial Officer | 332.8K | 227.0K | 206.0K | 52.5K | — | 5.0K | 823.3K | 31.40% | ↗ |
| 158 | 2004 | James Schroeder Senior Executive Project Manager | 329.1K | 125.0K | 109.8K | 23.0K | — | 92.8K | 679.7K | 19.54% | ↗ |
| 159 | 2004 | James Schroeder Senior Vice President | 329.1K | 125.0K | 109.8K | 23.0K | — | 92.8K | 679.7K | 19.54% | ↗ |
| 160 | 2004 | Ross Anker Senior Vice President | 326.2K | 150.0K | 121.1K | 42.0K | — | 2.1K | 641.3K | 25.43% | ↗ |
| 161 | 2004 | Ross Anker Senior Vice President of Information Systems | 326.2K | 150.0K | 121.1K | 42.0K | — | 2.1K | 641.3K | 25.43% | ↗ |
| 162 | 2004 | Thomas Cox Executive Vice President, Sales | 242.7K | 80.0K | 97.4K | 25.0K | — | 187.00 | 445.3K | 27.48% | ↗ |
| 163 | 2004 | Douglas Jones Senior Vice President, Logistics | 239.5K | 100.0K | 72.4K | 16.0K | — | 4.2K | 432.2K | 20.46% | ↗ |
| 164 | 2003 | Mitchell Jacobson Chief Executive Officer | 408.4K | 275.0K | — | — | — | 2.1K | 685.5K | 0.00% | ↗ |
| 165 | 2003 | David Sandler President | 391.8K | 225.0K | — | — | — | 62.9K | 679.7K | 0.00% | ↗ |
| 166 | 2003 | David Sandler President and Chief Operating Officer | 391.8K | 225.0K | — | — | — | 62.9K | 679.7K | 0.00% | ↗ |
| 167 | 2003 | James Schroeder Senior Vice President | 330.5K | 100.0K | — | — | — | 87.1K | 517.6K | 0.00% | ↗ |
| 168 | 2003 | James Schroeder Senior Vice President, Logistics | 330.5K | 100.0K | — | — | — | 87.1K | 517.6K | 0.00% | ↗ |
| 169 | 2003 | Ross Anker Senior Vice President of Information Systems | 316.8K | 140.0K | — | — | — | 1.9K | 458.7K | 0.00% | ↗ |
| 170 | 2003 | Ross Anker Senior Vice President of Product Management and Information Systems | 316.8K | 140.0K | — | — | — | 1.9K | 458.7K | 0.00% | ↗ |
| 171 | 2003 | Ross Anker Senior Vice President | 316.8K | 140.0K | — | — | — | 1.9K | 458.7K | 0.00% | ↗ |
| 172 | 2003 | Charles Boehlke Executive Vice President | 302.2K | 150.0K | — | — | — | 3.7K | 455.9K | 0.00% | ↗ |
| 173 | 2003 | Charles Boehlke Executive Vice President and Chief Financial Officer | 302.2K | 150.0K | — | — | — | 3.7K | 455.9K | 0.00% | ↗ |
| 174 | 2002 | Mitchell Jacobson Chief Executive Officer | 408.4K | 135.0K | — | 250.0K | — | 268.0K | 1.06M | 23.55% | ↗ |
| 175 | 2002 | David Sandler President | 370.5K | 115.8K | — | 175.0K | — | 3.6K | 664.9K | 26.32% | ↗ |
| 176 | 2002 | David Sandler President and Chief Operating Officer | 370.5K | 115.8K | — | 175.0K | — | 3.6K | 664.9K | 26.32% | ↗ |
| 177 | 2002 | James Schroeder Senior Vice President | 328.3K | 50.0K | — | 50.0K | — | 80.3K | 508.6K | 9.83% | ↗ |
| 178 | 2002 | James Schroeder Senior Vice President, Logistics | 328.3K | 50.0K | — | 50.0K | — | 80.3K | 508.6K | 9.83% | ↗ |
| 179 | 2002 | Ross Anker Senior Vice President of Information Systems | 293.7K | 75.6K | — | 100.0K | — | 1.7K | 471.1K | 21.23% | ↗ |
| 180 | 2002 | Ross Anker Senior Vice President of Product Management and Information Systems | 293.7K | 75.6K | — | 100.0K | — | 1.7K | 471.1K | 21.23% | ↗ |
| 181 | 2002 | Charles Boehlke Executive Vice President | 278.9K | 75.6K | — | 100.0K | — | 3.7K | 458.1K | 21.83% | ↗ |
| 182 | 2002 | Charles Boehlke Executive Vice President and Chief Financial Officer | 278.9K | 75.6K | — | 100.0K | — | 3.7K | 458.1K | 21.83% | ↗ |
| 183 | 2001 | Mitchell Jacobson Chief Executive Officer | 408.4K | 250.0K | — | — | — | 258.8K | 917.2K | 0.00% | ↗ |
| 184 | 2001 | David Sandler President and Chief Operating Officer | 351.0K | 214.5K | — | 125.0K | — | 3.6K | 694.1K | 18.01% | ↗ |
| 185 | 2001 | James Schroeder Senior Vice President, Logistics | 315.0K | 135.0K | — | 40.0K | — | 69.4K | 559.4K | 7.15% | ↗ |
| 186 | 2001 | Ross Anker Senior Vice President of Product Management and Information Systems | 280.4K | 140.0K | — | 60.0K | — | 1.7K | 482.1K | 12.44% | ↗ |
| 187 | 2001 | Charles Boehlke Executive Vice President and Chief Financial Officer | 275.0K | 100.0K | — | 25.0K | — | 3.6K | 403.6K | 6.19% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Martina McIsaac | President, Chief Executive Officer & Director | 1M | female |
| Neal Dongre | Senior Vice President, General Counsel & Corporate Secretary | 690.4K | male |
| Kimberly Shacklett | Senior Vice President of Customer Experience | 655.4K | female |
| Gregory Haefele Clark | VP & Interim CFO | 472.4K | male |
| Julie Rockett | VP & Chief People Officer | — | female |
| John Reichelt | Senior VP & Chief Information Officer | — | male |
| Jahida Nadi | Senior Vice President of Sales | — | — |
| Ryan Thomas Mills | Head of Investor Relations | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-04-14 | 2020-05-08 | David Perdue | — | Joint | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2020-03-20 | 2020-04-05 | David Perdue | — | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-03-17 | 2020-04-05 | David Perdue | — | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-03-10 | 2020-04-05 | David Perdue | — | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2019-09-30 | 2019-11-05 | David Perdue | — | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2019-07-10 | 2019-08-05 | David Perdue | — | Joint | Purchase | $1,001 - $15,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-01-09 | 2020-02-07 | Greg Gianforte | MT00 | Joint | Purchase | $250,001 - $500,000 | ↗ |
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Community Opinion for MSM
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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