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Natural Grocers by Vitamin Cottage, Inc. (NGVC)
USD32.51
+0.42 (+1.29%)
US NYSE Consumer Defensive Grocery Stores
Address
12612 West Alameda Parkway 80228
Lakewood, CO, US
Lakewood, CO, US
CEO
Kemper Isely
Website
naturalgrocers.com
IPO
2012-07-25
CIK 1547459 ISIN US63888U1088
Description
Natural Grocers by Vitamin Cottage, Inc. (NGVC) operates as a retailer specializing in natural and organic food items and dietary supplements across the United States. Its stores provide an extensive array of natural and organic groceries, including fresh produce and bulk foods. The comprehensive grocery selection spans dry, frozen, and canned goods; fresh meats and seafood; dairy products and their plant-based alternatives; prepared foods; fresh bread and baked items; and a variety of beverages, including beer, wine, and hard cider. A significant portion of their inventory comprises private label products, offering a wide range of essentials such as pasta, sauces, canned goods (beans, vegetables), frozen items (vegetables, fruits, meals, pizza), baking mixes, plant-based butter, various oils, sweeteners (honey, maple syrup), coffee, chocolates, meats (bacon, jerky), snacks (popcorn, chips), and household staples like eggs, cheese, applesauce, water, paper products, and cleaning supplies. Beyond edible goods, Natural Grocers also stocks private label and brand-name dietary supplements; natural and organic body care items covering cosmetics, skincare, haircare, and personal care; pet care products and food; books and informational guides; and general household merchandise like cleaning supplies, soaps, and baby diapers. Operating under the "Natural Grocers by Vitamin Cottage" brand, the company had 162 stores spread across 20 states as of February 1, 2022. A key differentiator is its commitment to customer well-being, demonstrated through science-backed nutrition education programs designed to empower informed health and dietary choices. Established in 1955, Natural Grocers by Vitamin Cottage, Inc. is based in Lakewood, Colorado.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD32.51
+0.42 (+1.29%)
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Volume Profile
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Liquidity & share structure
Average Volume
133.1K
Beta
1.28
Float Shares
9.60M
Free Float %
41.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.12% | -0.11% | +1.93% | +4.29% | -17.45% | +7.66% | -49.72% | +145.40% | +132.30% | +98.75% | +51.01% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (16 ratings, all time)
Buy
Price Targets & DCF
Current price
32.51
Low
40.00
+23.1%
Consensus
40.00
+23.1%
Median
40.00
+23.1%
High
40.00
+23.1%
DCF (Unlevered)
9.34
-71.3%
DCF (Levered)
7.92
-75.6%
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)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
40.00
+23.1%
|
| Last Quarter | 1 |
40.00
+23.1%
|
| Last Year | 2 |
47.00
+44.6%
|
| All Time | 2 |
47.00
+44.6%
|
Quality scores
Altman Z-Score
3.44
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Grocery Stores: +6.0%+7.2% ★ Q1'26: +0.5% (vs Q1'25)
-
EPS growth Grocery Stores: +8.6%+36.1% ★ Q1'26: +3.6% (vs Q1'25)
-
FCF margin FCF growth · Grocery Stores: +22.1%+4.3% ★ Q1'26: +0.7% (vs Q1'25)
-
EBIT margin Grocery Stores: +4.2%+4.7% ★ Q1'26: +5.5% (vs Q1'25)
-
ROIC Grocery Stores: +9.0%+9.3% ★ Q1'26: +10.8% (vs Q1'25)
-
Share dilution Grocery Stores: +0.1%+0.7% Q1'26: -0.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Grocery Stores: 0.58×3.54× Q1'26: 3.01× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Sep 2013 actual |
Sep 2014 actual |
Sep 2015 actual |
Sep 2016 actual |
Sep 2017 actual |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 2 Rev. Ana. 1 EPS Ana. |
Sep 2027 3 Rev. Ana. 2 EPS Ana. |
Sep 2028 2 Rev. Ana. 1 EPS Ana. |
Sep 2029 1 Rev. Ana. 1 EPS Ana. |
Sep 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
430.66M
est: 437.95M (-1.7%)
|
520.67M
est: 527.75M (-1.3%)
|
624.68M
est: 623.58M (+0.2%)
|
705.50M
est: 708.59M (-0.4%)
|
769.03M
est: 764.34M (+0.6%)
|
849.04M
est: 846.50M (+0.3%)
|
903.58M
est: 905.96M (-0.3%)
|
1.04B
est: 1.00B (+3.7%)
|
1.06B
est: 1.00B (+5.6%)
|
1.09B
est: 1.10B (-0.7%)
|
1.14B
est: 1.22B (-6.4%)
|
1.24B
est: 1.24B (+0.5%)
|
1.33B
est: 1.34B (-0.5%)
|
1.39B
1.38B – 1.40B
+3.6% YoY
|
1.48B
1.46B – 1.52B
+6.8% YoY
|
1.56B
1.55B – 1.58B
+5.1% YoY
|
1.62B
1.61B – 1.64B
+3.8% YoY
|
1.70B
1.69B – 1.72B
+5.4% YoY
|
| EBITDA |
32.61M
est: 33.43M (-2.5%)
|
41.46M
est: 41.88M (-1.0%)
|
49.97M
est: 43.65M (+14.5%)
|
20.38M
est: 48.92M (-58.3%)
|
14.10M
est: 50.32M (-72.0%)
|
15.05M
est: 44.07M (-65.8%)
|
46.24M
est: 42.16M (+9.7%)
|
59.74M
est: 59.45M (+0.5%)
|
58.76M
est: 59.45M (-1.2%)
|
58.76M
est: 47.85M (+22.8%)
|
62.08M
est: 53.90M (+15.2%)
|
77.91M
est: 73.46M (+6.1%)
|
93.80M
est: 79.55M (+17.9%)
|
82.41M
81.89M – 83.44M
+3.6% YoY
|
88.03M
86.97M – 90.14M
+6.8% YoY
|
92.54M
91.96M – 93.69M
+5.1% YoY
|
96.07M
95.47M – 97.27M
+3.8% YoY
|
101.27M
100.64M – 102.53M
+5.4% YoY
|
| EBIT |
19.09M
est: 19.69M (-3.1%)
|
24.25M
est: 24.34M (-0.4%)
|
28.63M
est: 24.20M (+18.3%)
|
20.38M
est: 19.31M (+5.5%)
|
14.10M
est: 14.20M (-0.7%)
|
15.05M
est: 15.89M (-5.3%)
|
16.77M
est: 14.42M (+16.3%)
|
27.75M
est: 33.34M (-16.8%)
|
28.33M
est: 33.34M (-15.0%)
|
30.16M
est: 17.82M (+69.2%)
|
31.67M
est: 20.32M (+55.9%)
|
46.98M
est: 41.20M (+14.0%)
|
61.99M
est: 44.61M (+39.0%)
|
46.21M
45.92M – 46.79M
+3.6% YoY
|
49.37M
48.77M – 50.55M
+6.8% YoY
|
51.89M
51.57M – 52.54M
+5.1% YoY
|
53.87M
53.54M – 54.54M
+3.8% YoY
|
56.79M
56.44M – 57.50M
+5.4% YoY
|
| Net Income |
10.55M
est: 10.68M (-1.2%)
|
13.47M
est: 13.61M (-1.0%)
|
16.20M
est: 13.62M (+18.9%)
|
11.47M
est: 10.46M (+9.6%)
|
6.89M
est: 12.15M (-43.3%)
|
12.66M
est: 9.05M (+40.0%)
|
9.42M
est: 8.48M (+11.0%)
|
20.01M
est: 20.00M (+0.0%)
|
20.58M
est: 15.35M (+34.1%)
|
21.37M
est: 11.64M (+83.6%)
|
23.24M
est: 13.31M (+74.6%)
|
33.94M
est: 31.63M (+7.3%)
|
46.44M
est: 45.35M (+2.4%)
|
49.07M
48.14M – 50.00M
+8.2% YoY
|
52.51M
47.80M – 56.28M
+7.0% YoY
|
58.95M
58.47M – 59.91M
+12.3% YoY
|
54.65M
54.20M – 55.53M
-7.3% YoY
|
57.67M
57.20M – 58.61M
+5.5% YoY
|
| SGA |
13.48M
est: 107.04M (-87.4%)
|
14.82M
est: 128.03M (-88.4%)
|
17.51M
est: 137.77M (-87.3%)
|
19.24M
est: 207.87M (-90.7%)
|
20.09M
est: 244.18M (-91.8%)
|
21.51M
est: 207.02M (-89.6%)
|
22.84M
est: 211.86M (-89.2%)
|
26.78M
est: 219.42M (-87.8%)
|
28.36M
est: 219.42M (-87.1%)
|
31.56M
est: 174.71M (-81.9%)
|
34.37M
est: 197.65M (-82.6%)
|
37.05M
est: 36.31M (+2.0%)
|
41.43M
est: 39.32M (+5.4%)
|
40.73M
40.48M – 41.24M
+3.6% YoY
|
43.51M
42.99M – 44.56M
+6.8% YoY
|
45.74M
45.45M – 46.31M
+5.1% YoY
|
47.49M
47.19M – 48.08M
+3.8% YoY
|
50.06M
49.74M – 50.68M
+5.4% YoY
|
| EPS |
0.47
est: 0.47 (+0.0%)
|
0.60
est: 0.59 (+1.7%)
|
0.72
est: 0.72 (-0.3%)
|
0.51
est: 0.52 (-2.6%)
|
0.31
est: 0.30 (+3.1%)
|
0.57
est: 0.32 (+80.0%)
|
0.42
est: 0.41 (+1.5%)
|
0.89
est: 0.86 (+3.5%)
|
0.91
est: 0.66 (+37.9%)
|
0.94
est: 0.97 (-3.1%)
|
1.02
est: 0.58 (+77.4%)
|
1.49
est: 1.36 (+9.6%)
|
2.02
est: 1.95 (+3.6%)
|
2.11
2.07 – 2.15
+8.2% YoY
|
2.26
2.06 – 2.42
+7.0% YoY
|
2.54
2.51 – 2.58
+12.3% YoY
|
2.35
2.33 – 2.39
-7.3% YoY
|
2.48
2.46 – 2.52
+5.5% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B+ | 3/5 | 2/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 2/5 | 5/5 | 4/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 2/5 | 5/5 | 5/5 | 1/5 | 4/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
98.24M
OE per share TTM
4.22
Owner's Yield
15.37%
Maintenance CapEx ratio
76.20%
Maint CapEx / Avg PPE
41.4%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
33
Total invested
7.17M
Insider transactions (90d)
0
Beneficial owners (>5%)
20
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Anthony Andueza | 13.33M | 59.60% | 392.4K | 12.94M | 392.4K | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 2 | CTVC, LLC | 13.33M | 59.60% | — | 12.94M | — | 10.00 | OO | Colorado | 2012-08-06 | ↗ |
| 3 | Charity Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 4 | EIVC 2, LLC | 13.33M | 59.60% | — | 12.94M | — | 10.00 | OO | Colorado | 2012-08-06 | ↗ |
| 5 | Elizabeth Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 6 | FTVC, LLC | 13.33M | 59.60% | — | 12.94M | — | 10.00 | OO | Colorado | 2012-08-06 | ↗ |
| 7 | Guy Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 8 | HIVC 2, LLC | 13.33M | 59.60% | — | 12.94M | — | 10.00 | OO | Colorado | 2012-08-06 | ↗ |
| 9 | Heather Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 10 | KIVC 2, LLC | 13.33M | 59.60% | — | 12.94M | — | 10.00 | OO | Colorado | 2012-08-06 | ↗ |
| 11 | Kemper Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 12 | Lark Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 13 | Lucas Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 14 | Mariah Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 15 | The LaRock & Luke Isely Trust | 13.33M | 59.60% | — | 12.94M | — | 10.00 | OO | Colorado | 2012-08-06 | ↗ |
| 16 | ZIVC, LLC | 13.33M | 59.60% | — | 12.94M | — | 10.00 | OO | Colorado | 2012-08-06 | ↗ |
| 17 | Zephyr Isely | 13.33M | 59.60% | — | 12.94M | — | 10.00 | IN | United States | 2012-08-06 | ↗ |
| 18 | 30-0447847 | 1.24M | 5.50% | 1.20M | — | 1.24M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 19 | (. | 1.24M | 5.54% | 1.18M | — | 1.24M | — | IA | Delaware | 2019-02-08 | ↗ |
| 20 | 59-2385219 | 891.4K | 3.96% | 891.4K | — | 891.4K | — | IA | Florida | 2015-01-08 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
33
-111 vs prev Q
New positions
7
Closed positions
117
Increased
17
Reduced
4
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 930.2K +9.3K (+1.0%) | 23.30M -13.5M (-36.7%) | 4.04% +0.031 pp | 0.00% 0.000 pp | USD32.00 -21.7% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 891.4K +131.5K (+17.3%) | 22.33M -8.1M (-26.5%) | 3.87% +0.564 pp | 0.00% 0.000 pp | USD20.76 +20.7% | 54 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 646.0K +1.7K (+0.3%) | 16.18M -9.6M (-37.2%) | 2.81% +0.000 pp | 0.00% -0.002 pp | USD12.74 +96.6% | 48 qtrs — |
| 4 | AMERICAN CENTURY COMPANIES INC | 515.9K +11.2K (+2.2%) | 12.92M -7.3M (-36.0%) | 2.24% +0.043 pp | 0.01% -0.004 pp | USD24.01 +4.3% | 23 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 469.7K -199.9K (-29.9%) | 11.77M -15.0M (-56.1%) | 2.04% -0.876 pp | 0.00% -0.003 pp | USD39.76 -37.0% | 5 qtrs — |
| 6 | MILLENNIUM MANAGEMENT LLC | 414.7K -124.6K (-23.1%) | 10.39M -11.2M (-51.8%) | 1.80% -0.548 pp | 0.00% -0.005 pp | USD39.45 -36.5% | 10 qtrs — |
| 7 | RENAISSANCE TECHNOLOGIES LLC | 383.0K -95.9K (-20.0%) | 9.59M -9.6M (-49.9%) | 1.66% -0.422 pp | 0.01% -0.010 pp | USD14.98 +67.2% | 43 qtrs — |
| 8 | TWO SIGMA INVESTMENTS, LP | 304.0K +119.7K (+64.9%) | 7.61M +242.8K (+3.3%) | 1.32% +0.518 pp | 0.01% 0.000 pp | USD32.92 -23.9% | 15 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 271.0K -1.3K (-0.5%) | 6.79M -4.1M (-37.7%) | 1.18% -0.009 pp | 0.00% 0.000 pp | USD22.61 +10.8% | 54 qtrs — |
| 10 | STATE STREET CORP | 269.8K -46.0K (-14.6%) | 6.76M -5.9M (-46.5%) | 1.17% -0.203 pp | 0.00% 0.000 pp | USD29.17 -14.1% | 51 qtrs — |
| 11 | MORGAN STANLEY | 201.8K +61.8K (+44.2%) | 5.05M -543.1K (-9.7%) | 0.88% +0.267 pp | 0.00% +0.000 pp | USD20.77 +20.6% | 51 qtrs — |
| 12 | BANK OF NEW YORK MELLON CORP | 175.1K +55.0K (+45.8%) | 4.39M -417.8K (-8.7%) | 0.76% +0.238 pp | 0.00% 0.000 pp | USD17.96 +39.5% | 54 qtrs — |
| 13 | TREXQUANT INVESTMENT LP | 157.8K +99.5K (+170.8%) | 3.95M +1.6M (+69.6%) | 0.69% +0.432 pp | 0.04% +0.011 pp | USD29.63 -15.5% | 8 qtrs — |
| 14 | EMPIRICAL FINANCE, LLC | 146.9K +71.6K (+95.2%) | 3.68M +669.1K (+22.2%) | 0.64% +0.311 pp | 0.18% +0.032 pp | USD32.46 -22.8% | 3 qtrs — |
| 15 | QUBE RESEARCH & TECHNOLOGIES LTD | 133.4K -23.9K (-15.2%) | 3.34M -3.0M (-46.9%) | 0.58% -0.106 pp | 0.00% -0.003 pp | USD37.34 -32.9% | 8 qtrs — |
| 16 | UBS GROUP AG | 128.1K +50.7K (+65.5%) | 3.21M +112.6K (+3.6%) | 0.56% +0.219 pp | 0.00% +0.000 pp | USD31.98 -21.7% | 45 qtrs — |
| 17 | TWO SIGMA ADVISERS, LP | 123.9K +79.0K (+175.9%) | 3.10M +1.3M (+72.8%) | 0.54% +0.343 pp | 0.01% +0.002 pp | USD28.64 -12.5% | 15 qtrs — |
| 18 | POINT72 ASSET MANAGEMENT, L.P. | 113.3K +64.8K (+133.7%) | 2.84M +899.5K (+46.4%) | 0.49% +0.281 pp | 0.00% 0.000 pp | USD31.23 -19.8% | 3 qtrs — |
| 19 | NORTHERN TRUST CORP | 107.8K -4.6K (-4.1%) | 2.70M -1.8M (-39.9%) | 0.47% -0.021 pp | 0.00% 0.000 pp | USD27.80 -9.9% | 51 qtrs — |
| 20 | VICTORY CAPITAL MANAGEMENT INC | 101.1K -192.4K (-65.5%) | 2.53M -9.2M (-78.4%) | 0.44% -0.839 pp | 0.00% -0.005 pp | USD40.12 -37.6% | 4 qtrs — |
| 21 | CSM ADVISORS, LLC | 100.6K -4.4K (-4.1%) | 2.52M -1.7M (-39.9%) | 0.44% -0.020 pp | 0.07% -0.049 pp | USD39.47 -36.5% | 3 qtrs — |
| 22 | D. E. SHAW & CO., INC. | 99.7K +69.0K (+225.2%) | 2.50M +1.3M (+103.6%) | 0.43% +0.300 pp | 0.00% +0.001 pp | USD27.81 -9.9% | 47 qtrs — |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 93.3K -54.0 (-0.1%) | 2.34M -1.4M (-37.4%) | 0.41% -0.001 pp | 0.00% 0.000 pp | USD32.75 -23.5% | 54 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 91.8K -168.6K (-64.7%) | 2.30M -8.1M (-77.9%) | 0.40% -0.735 pp | 0.00% -0.001 pp | USD36.59 -31.5% | 32 qtrs — |
| 25 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 88.1K +5.3K (+6.4%) | 2.21M -1.1M (-33.4%) | 0.38% +0.022 pp | 0.01% -0.005 pp | USD33.97 -26.3% | 8 qtrs — |
| 26 | NUMERAI GP LLC | 87.8K +87.8K (+100.0%) | 2.20M +2.2M (+100.0%) | 0.38% +0.382 pp | 0.27% +0.265 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 27 | PANAGORA ASSET MANAGEMENT INC | 81.8K +9.8K (+13.6%) | 2.05M -831.8K (-28.9%) | 0.36% +0.042 pp | 0.01% -0.004 pp | USD21.77 +15.1% | 32 qtrs — |
| 28 | CITADEL ADVISORS LLC | 81.5K +65.3K (+403.9%) | 2.04M +1.4M (+215.6%) | 0.35% +0.284 pp | 0.00% +0.000 pp | USD27.87 -10.1% | 38 qtrs — |
| 29 | FMR LLC | 76.5K +4.7K (+6.5%) | 1.92M -956.9K (-33.3%) | 0.33% +0.020 pp | 0.00% 0.000 pp | USD23.77 +5.4% | 21 qtrs — |
| 30 | NIA IMPACT ADVISORS, LLC | 72.8K -6.1K (-7.7%) | 1.82M -1.3M (-42.2%) | 0.32% -0.027 pp | 0.61% -0.414 pp | USD36.26 -30.9% | 6 qtrs — |
| 31 | JPMORGAN CHASE & CO | 71.1K +40.9K (+135.4%) | 1.78M +573.1K (+47.4%) | 0.31% +0.178 pp | 0.00% +0.000 pp | USD28.16 -11.0% | 39 qtrs — |
| 32 | QUANTINNO CAPITAL MANAGEMENT LP | 66.1K +61.0K (+1,189.8%) | 1.66M +1.5M (+707.8%) | 0.29% +0.265 pp | 0.00% +0.003 pp | USD26.21 -4.4% | 2 qtrs — |
| 33 | GREEN ALPHA ADVISORS, LLC | 64.7K +1.4K (+2.1%) | 1.62M -912.7K (-36.0%) | 0.28% +0.006 pp | 1.48% -0.961 pp | USD23.51 +6.6% | 21 qtrs — |
| 34 | AQR CAPITAL MANAGEMENT LLC | 59.2K -14.8K (-20.0%) | 1.48M -1.5M (-49.9%) | 0.26% -0.065 pp | 0.00% -0.001 pp | USD38.45 -34.9% | 6 qtrs — |
| 35 | CRESTWOOD ADVISORS GROUP LLC | 53.6K -13.0 (0.0%) | 1.34M -801.3K (-37.4%) | 0.23% 0.000 pp | 0.02% -0.014 pp | USD9.76 +156.7% | 32 qtrs — |
| 36 | VERITION FUND MANAGEMENT LLC | 48.4K +42.6K (+737.6%) | 1.21M +981.2K (+424.5%) | 0.21% +0.185 pp | 0.00% +0.004 pp | USD26.80 -6.5% | 5 qtrs — |
| 37 | CITIGROUP INC | 47.1K +27.6K (+141.6%) | 1.18M +399.8K (+51.3%) | 0.20% +0.120 pp | 0.00% +0.000 pp | USD29.68 -15.6% | 54 qtrs — |
| 38 | BALYASNY ASSET MANAGEMENT L.P. | 41.0K +1.0K (+2.6%) | 1.03M -571.9K (-35.8%) | 0.18% +0.004 pp | 0.00% -0.001 pp | USD39.63 -36.8% | 5 qtrs — |
| 39 | — | 38.3K +38.3K (+100.0%) | 960.6K +960.6K (+100.0%) | 0.17% +0.167 pp | 0.53% +0.534 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 40 | HRT FINANCIAL LP | 37.9K +14.7K (+63.0%) | 949.0K +19.0K (+2.0%) | 0.16% +0.064 pp | 0.00% 0.000 pp | USD34.22 -26.8% | 8 qtrs — |
| 41 | TUDOR INVESTMENT CORP ET AL | 37.4K +9.6K (+34.5%) | 937.1K -175.6K (-15.8%) | 0.16% +0.041 pp | 0.00% 0.000 pp | USD33.65 -25.6% | 6 qtrs — |
| 42 | JANNEY MONTGOMERY SCOTT LLC | 35.9K -654.0 (-1.8%) | 900.0K -563.0K (-38.5%) | 0.16% -0.003 pp | 0.00% -0.001 pp | USD13.30 +88.3% | 14 qtrs — |
| 43 | BARCLAYS PLC | 35.4K +22.9K (+184.7%) | 885.8K +517.0K (+140.2%) | 0.15% +0.100 pp | 0.00% +0.000 pp | USD28.08 -10.8% | 39 qtrs — |
| 44 | PATHSTONE HOLDINGS, LLC | 33.9K -1.4K (-4.1%) | 849.8K -564.5K (-39.9%) | 0.15% -0.007 pp | 0.00% -0.002 pp | USD18.17 +37.9% | 9 qtrs — |
| 45 | MAN GROUP PLC | 31.7K +31.7K (+100.0%) | 794.0K +794.0K (+100.0%) | 0.14% +0.138 pp | 0.00% +0.001 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 46 | CAXTON ASSOCIATES LLP | 30.2K +30.2K (+100.0%) | 756.3K +756.3K (+100.0%) | 0.13% +0.131 pp | 0.01% +0.015 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 47 | INVESCO LTD. | 29.9K +604.0 (+2.1%) | 748.0K -422.3K (-36.1%) | 0.13% +0.002 pp | 0.00% 0.000 pp | USD19.31 +29.7% | 36 qtrs — |
| 48 | AMERIPRISE FINANCIAL INC | 29.3K -13.2K (-31.1%) | 733.0K -966.6K (-56.9%) | 0.13% -0.058 pp | 0.00% 0.000 pp | USD22.16 +13.0% | 23 qtrs — |
| 49 | NUVEEN, LLC | 27.9K +— (+0.0%) | 699.7K -417.6K (-37.4%) | 0.12% 0.000 pp | 0.00% 0.000 pp | USD40.20 -37.7% | 4 qtrs — |
| 50 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24.7K -5.5K (-18.3%) | 617.6K -589.9K (-48.9%) | 0.11% -0.024 pp | 0.00% -0.004 pp | USD15.50 +61.6% | 31 qtrs — |
| 51 | DIAMETRIC CAPITAL, LP | 24.5K +24.5K (+100.0%) | 614.5K +614.5K (+100.0%) | 0.11% +0.107 pp | 0.16% +0.165 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 52 | JUMP FINANCIAL, LLC | 24.4K +24.4K (+100.0%) | 611.2K +611.2K (+100.0%) | 0.11% +0.106 pp | 0.01% +0.008 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 53 | SG AMERICAS SECURITIES, LLC | 20.7K +8.7K (+72.6%) | 518.0K +39.0K (+8.1%) | 0.09% +0.038 pp | 0.00% -0.001 pp | USD33.40 -25.0% | 3 qtrs — |
| 54 | LINDEN THOMAS ADVISORY SERVICES, LLC | 19.4K +159.0 (+0.8%) | 486.9K -284.3K (-36.9%) | 0.08% +0.001 pp | 0.05% -0.029 pp | USD24.03 +4.2% | 8 qtrs — |
| 55 | BANK OF AMERICA CORP /DE/ | 19.3K -8.2K (-30.0%) | 482.6K -617.6K (-56.1%) | 0.08% -0.036 pp | 0.00% +0.000 pp | USD34.58 -27.6% | 52 qtrs — |
| 56 | INSPIRE INVESTING, LLC | 18.7K +7.3K (+64.3%) | 468.4K +13.2K (+2.9%) | 0.08% +0.032 pp | 0.04% -0.002 pp | USD25.58 -2.1% | 7 qtrs — |
| 57 | SWISS NATIONAL BANK | 17.8K +— (+0.0%) | 445.9K -266.1K (-37.4%) | 0.08% 0.000 pp | 0.00% 0.000 pp | USD40.20 -37.7% | 4 qtrs — |
| 58 | GSA CAPITAL PARTNERS LLP | 17.3K +9.2K (+113.8%) | 434.0K +110.0K (+34.0%) | 0.08% +0.040 pp | 0.04% +0.010 pp | USD32.04 -21.8% | 2 qtrs — |
| 59 | XTX TOPCO LTD | 16.8K +16.8K (+100.0%) | 420.5K +420.5K (+100.0%) | 0.07% +0.073 pp | 0.01% +0.011 pp | USD25.05 +0.0% | 5 qtrs — |
| 60 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16.3K +10.0K (+157.3%) | 408.0K +154.8K (+61.1%) | 0.07% +0.043 pp | 0.00% +0.000 pp | USD30.72 -18.5% | 5 qtrs — |
| 61 | RHUMBLINE ADVISERS | 15.6K -2.3K (-12.7%) | 391.1K -324.6K (-45.4%) | 0.07% -0.010 pp | 0.00% 0.000 pp | USD20.20 +24.0% | 29 qtrs — |
| 62 | CENTERBOOK PARTNERS LP | 14.9K -61.9K (-80.7%) | 372.2K -2.7M (-87.9%) | 0.06% -0.270 pp | 0.02% -0.134 pp | USD40.00 -37.4% | 2 qtrs — |
| 63 | UBS ASSET MANAGEMENT AMERICAS INC | 14.7K +1.2K (+8.6%) | 367.0K -172.8K (-32.0%) | 0.06% +0.005 pp | 0.00% +0.000 pp | USD38.13 -34.3% | 3 qtrs — |
| 64 | WELLS FARGO & COMPANY/MN | 14.5K +5.8K (+66.9%) | 363.9K +15.7K (+4.5%) | 0.06% +0.025 pp | 0.00% +0.000 pp | USD26.13 -4.1% | 54 qtrs — |
| 65 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 14.3K -17.5K (-55.0%) | 359.1K -915.8K (-71.8%) | 0.06% -0.077 pp | 0.00% -0.002 pp | USD39.58 -36.7% | 3 qtrs — |
| 66 | PHARVISION ADVISERS, LLC | 14.0K +14.0K (+100.0%) | 351.0K +351.0K (+100.0%) | 0.06% +0.061 pp | 0.18% +0.178 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 67 | ENTRYPOINT CAPITAL, LLC | 13.8K +7.4K (+114.8%) | 346.8K +89.0K (+34.5%) | 0.06% +0.032 pp | 0.14% +0.035 pp | USD32.01 -21.7% | 5 qtrs — |
| 68 | RITHOLTZ WEALTH MANAGEMENT | 13.5K -1.5K (-10.2%) | 338.0K -263.1K (-43.8%) | 0.06% -0.007 pp | 0.01% -0.006 pp | USD14.84 +68.8% | 11 qtrs — |
| 69 | ALLIANCEBERNSTEIN L.P. | 13.5K -2.4K (-15.1%) | 337.2K -297.2K (-46.9%) | 0.06% -0.011 pp | 0.00% 0.000 pp | USD17.18 +45.8% | 35 qtrs — |
| 70 | DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 12.9K +12.9K (+100.0%) | 324.0K +324.0K (+100.0%) | 0.06% +0.056 pp | 0.07% +0.073 pp | USD25.05 +0.0% | 6 qtrs — |
| 71 | DEUTSCHE BANK AG\ | 12.5K +963.0 (+8.4%) | 312.5K -148.0K (-32.1%) | 0.05% +0.004 pp | 0.00% 0.000 pp | USD35.95 -30.3% | 6 qtrs — |
| 72 | COUNTERPOINT MUTUAL FUNDS LLC | 12.3K +12.3K (+100.0%) | 308.3K +308.3K (+100.0%) | 0.05% +0.054 pp | 0.02% +0.023 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 73 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 12.2K -514.0 (-4.0%) | 306.2K -203.3K (-39.9%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD32.75 -23.5% | 7 qtrs — |
| 74 | ENGINEERS GATE MANAGER LP | 11.6K +11.6K (+100.0%) | 291.7K +291.7K (+100.0%) | 0.05% +0.051 pp | 0.00% +0.004 pp | USD25.05 +0.0% | 5 qtrs — |
| 75 | LEGAL & GENERAL GROUP PLC | 11.6K -40.0 (-0.3%) | 290.9K -175.2K (-37.6%) | 0.05% 0.000 pp | 0.00% +0.000 pp | USD37.88 -33.9% | 46 qtrs — |
| 76 | CAMPBELL & CO INVESTMENT ADVISER LLC | 11.3K +11.3K (+100.0%) | 281.9K +281.9K (+100.0%) | 0.05% +0.049 pp | 0.01% +0.014 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 77 | DRW SECURITIES, LLC | 11.0K +11.0K (+100.0%) | 275.3K +275.3K (+100.0%) | 0.05% +0.048 pp | 0.01% +0.007 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 10.5K +1.7K (+20.0%) | 262.0K -86.7K (-24.9%) | 0.05% +0.008 pp | 0.00% 0.000 pp | USD36.49 -31.4% | 52 qtrs — |
| 79 | EVERGREEN CAPITAL MANAGEMENT LLC | 10.0K +— (+0.0%) | 250.5K -149.5K (-37.4%) | 0.04% +0.000 pp | 0.01% -0.004 pp | USD39.25 -36.2% | 3 qtrs — |
| 80 | QUEST PARTNERS LLC | 8.8K +8.7K (+9,373.1%) | 220.7K +217.0K (+5,832.6%) | 0.04% +0.038 pp | 0.01% +0.012 pp | USD25.20 -0.6% | 5 qtrs — |
| 81 | CREATIVEONE WEALTH, LLC | 8.2K +685.0 (+9.2%) | 204.3K -94.5K (-31.6%) | 0.04% +0.003 pp | 0.01% -0.002 pp | USD30.64 -18.2% | 6 qtrs — |
| 82 | PRELUDE CAPITAL MANAGEMENT, LLC | 8.0K +8.0K (+100.0%) | 200.3K +200.3K (+100.0%) | 0.03% +0.035 pp | 0.01% +0.015 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 83 | BNP PARIBAS ARBITRAGE, SNC | 7.8K -62.8K (-88.9%) | 195.6K -2.6M (-93.1%) | 0.03% -0.274 pp | 0.00% -0.001 pp | USD39.39 -36.4% | 46 qtrs — |
| 84 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.7K +— (+0.0%) | 192.7K -115.0K (-37.4%) | 0.03% 0.000 pp | 0.00% -0.001 pp | USD21.68 +15.5% | 10 qtrs — |
| 85 | LOS ANGELES CAPITAL MANAGEMENT LLC | 5.3K +92.0 (+1.8%) | 189.8K -17.6K (-8.5%) | 0.02% +0.000 pp | 0.00% 0.000 pp | USD15.93 +57.3% | 27 qtrs — |
| 86 | VAN ECK ASSOCIATES CORP | 4.1K +325.0 (+8.6%) | 103.0K -48.0K (-31.8%) | 0.02% +0.001 pp | 0.00% 0.000 pp | USD26.78 -6.5% | 14 qtrs — |
| 87 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 3.6K -644.0 (-15.1%) | 90.9K -80.0K (-46.8%) | 0.02% -0.003 pp | 0.00% 0.000 pp | USD37.89 -33.9% | 43 qtrs — |
| 88 | NEW YORK STATE COMMON RETIREMENT FUND | 3.4K +— (+0.0%) | 84.6K -50.5K (-37.4%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD17.41 +43.9% | 43 qtrs — |
| 89 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 3.4K +— (+0.0%) | 84.0K -50.1K (-37.4%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD39.60 -36.7% | 5 qtrs — |
| 90 | TOWER RESEARCH CAPITAL LLC (TRC) | 2.7K +1.2K (+78.5%) | 67.5K +7.1K (+11.8%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD31.02 -19.2% | 23 qtrs — |
| 91 | COPELAND CAPITAL MANAGEMENT, LLC | 2.5K +2.5K (+100.0%) | 63.4K +63.4K (+100.0%) | 0.01% +0.011 pp | 0.00% +0.001 pp | USD25.05 +0.0% | 1 qtrs NEW |
| 92 | RUSSELL INVESTMENTS GROUP, LTD. | 2.5K +117.0 (+5.0%) | 61.8K -32.2K (-34.3%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD38.34 -34.7% | 24 qtrs — |
| 93 | KLP KAPITALFORVALTNING AS | 1.8K +— (+0.0%) | 45.1K -26.9K (-37.4%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD40.20 -37.7% | 4 qtrs — |
| 94 | CAPITAL ADVISORS, LTD. LLC | 1.8K +— (+0.0%) | 44.0K -26.0K (-37.1%) | 0.01% +0.000 pp | 0.01% -0.003 pp | USD12.26 +104.3% | 11 qtrs — |
| 95 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 1.6K +— (+0.0%) | 41.0K -21.0K (-33.9%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD39.25 -36.2% | 3 qtrs — |
| 96 | GENEOS WEALTH MANAGEMENT INC. | 1.6K +— (+0.0%) | 40.1K -23.9K (-37.4%) | 0.01% +0.000 pp | 0.00% -0.001 pp | USD8.65 +189.6% | 24 qtrs — |
| 97 | LARSON FINANCIAL GROUP LLC | 1.4K +142.0 (+10.9%) | 36.3K -16.0K (-30.6%) | 0.01% +0.001 pp | 0.00% -0.001 pp | USD38.59 -35.1% | 5 qtrs — |
| 98 | PNC FINANCIAL SERVICES GROUP, INC. | 1.3K +— (+0.0%) | 32.8K -19.6K (-37.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD25.91 -3.3% | 44 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 100 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | AXS Green Alpha ETF NXTE | 0.90% | 516.3K | 1.00% |
| 2 | KraneShares Man Buyout Beta Index ETF BUYO | 0.44% | 73.6K | 0.89% |
| 3 | Amplify Etho Climate Leadership U.S. ETF ETHO | 0.37% | 695.6K | 0.45% |
| 4 | Global X - Millennial Consumer ETF MILN | 0.35% | 349.7K | 0.50% |
| 5 | Acuitas Small Cap Active ETF AIMS | 0.25% | 185.3K | 0.75% |
| 6 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.21% | 833.6K | 0.38% |
| 7 | Inspire Small/Mid Cap ETF ISMD | 0.21% | 692.7K | 0.53% |
| 8 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.21% | 1.23M | 0.29% |
| 9 | Indexperts Quality Earnings Focused ETF QIDX | 0.14% | 50.5K | 0.50% |
| 10 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.13% | 2.85M | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
2.97
Bullish
Buys
6
Sells
3
Shares acquired
9.1K
Shares disposed
3.1K
Cash buys
—
Cash sales
—
Net activity
+6,038
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-05 | Rooney David C. | Director | M-Exempt | A | Common Stock | 1,532 | 0.00 | — | 20,364 | D | ↗ |
| 2026-03-05 | Cerkovnik Edward | Director | M-Exempt | A | Common Stock | 1,532 | 0.00 | — | 61,748 | D | ↗ |
| 2026-03-05 | Buffa Sandra | Director | M-Exempt | A | Common Stock | 1,532 | 0.00 | — | 13,551 | D | ↗ |
| 2026-03-04 | Rooney David C. | Director | A-Award | A | Restricted Stock Units | 2,253 | 0.00 | — | 3,785 | D | ↗ |
| 2026-03-04 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 2,253 | 0.00 | — | 3,785 | D | ↗ |
| 2026-03-04 | Buffa Sandra | Director | A-Award | A | Restricted Stock Units | 0 | 0.00 | — | 3,785 | D | ↗ |
| 2025-11-03 | Linnane Robert | Other | M-Exempt | D | Restricted Stock Units | 2,000 | 0.00 | — | 4,667 | D | ↗ |
| 2025-11-03 | Isely Raquel M. | Other | M-Exempt | D | Restricted Stock Units | 4,000 | 0.00 | — | 9,334 | D | ↗ |
| 2025-11-03 | Isely Charity | Other | M-Exempt | D | Restricted Stock Units | 2,000 | 0.00 | — | 4,667 | D | ↗ |
| 2025-10-31 | Linnane Robert | Other | M-Exempt | A | Restricted Stock Units | 1,167 | 0.00 | — | 6,667 | D | ↗ |
| 2025-10-31 | Isely Raquel M. | Other | M-Exempt | A | Restricted Stock Units | 2,334 | 0.00 | — | 13,334 | D | ↗ |
| 2025-10-31 | Isely Charity | Other | M-Exempt | A | Restricted Stock Units | 1,167 | 0.00 | — | 6,667 | D | ↗ |
| 2025-10-01 | Isely Raquel M. | Other | M-Exempt | A | Common Stock | 480 | 0.00 | — | 112,276 | D | ↗ |
| 2025-08-25 | Isely Lark | Other | S-Sale | D | Common Stock | 500 | 41.00 | 20.5K | 4,182 | D | ↗ |
| 2025-08-19 | Isely Lark | Other | S-Sale | D | Common Stock | 2,000 | 40.00 | 80.0K | 4,682 | D | ↗ |
| 2025-06-11 | Isely Lark | Other | S-Sale | D | Common Stock | 2,000 | 44.26 | 88.5K | 6,682 | D | ↗ |
| 2025-03-06 | Rooney David C. | Director | M-Exempt | A | Common Stock | 3,736 | 0.00 | — | 18,832 | D | ↗ |
| 2025-03-06 | Halle Richard | Officer | M-Exempt | D | Restricted Stock Units | 3,736 | 0.00 | — | 200,000 | D | ↗ |
| 2025-03-06 | Cerkovnik Edward | Director | M-Exempt | A | Common Stock | 3,736 | 0.00 | — | 60,216 | D | ↗ |
| 2025-03-06 | Buffa Sandra | Director | M-Exempt | A | Common Stock | 3,736 | 0.00 | — | 12,019 | D | ↗ |
| 2025-03-05 | Rooney David C. | Director | A-Award | A | Restricted Stock Units | 1,532 | 0.00 | — | 5,268 | D | ↗ |
| 2025-03-05 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 1,532 | 0.00 | — | 5,268 | D | ↗ |
| 2025-03-05 | Buffa Sandra | Director | A-Award | A | Restricted Stock Units | 1,532 | 0.00 | — | 5,268 | D | ↗ |
| 2024-12-31 | Dissinger Todd | Officer | M-Exempt | A | Common Stock | 45,203 | 0.00 | — | 110,369 | D | ↗ |
| 2024-12-10 | Isely Charity | Other | S-Sale | D | Common Stock | 2,000 | 43.73 | 87.5K | 12,290 | D | ↗ |
| 2024-12-03 | Isely Lark | Other | S-Sale | D | Common Stock | 4,000 | 44.66 | 178.6K | 8,682 | D | ↗ |
| 2024-11-04 | Halle Richard | Officer | A-Award | A | Restricted Stock Units | 200,000 | 0.00 | — | 203,736 | D | ↗ |
| 2024-10-31 | Linnane Robert | Other | A-Award | A | Restricted Stock Units | 1,500 | 0.00 | — | 5,500 | D | ↗ |
| 2024-10-31 | Isely Raquel M. | Other | A-Award | A | Restricted Stock Units | 3,000 | 0.00 | — | 11,480 | D | ↗ |
| 2024-10-31 | Isely Charity | Other | A-Award | A | Restricted Stock Units | 1,500 | 0.00 | — | 5,500 | D | ↗ |
| 2024-10-15 | Isely Raquel M. | Other | F-InKind | D | Common Stock | 28 | 26.08 | 730.24 | 111,796 | D | ↗ |
| 2024-10-01 | Isely Raquel M. | Other | M-Exempt | A | Common Stock | 480 | 0.00 | — | 111,861 | D | ↗ |
| 2024-10-01 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 3,520 | 0.00 | — | 56,609 | D | ↗ |
| 2024-09-30 | Linnane Robert | Other | F-InKind | D | Common Stock | 1,023 | 27.93 | 28.6K | 2,477 | D | ↗ |
| 2024-09-30 | Isely Raquel M. | Other | M-Exempt | D | Restricted Stock Units | 3,200 | 0.00 | — | 9,060 | D | ↗ |
| 2024-09-30 | Isely Charity | Other | M-Exempt | D | Restricted Stock Units | 3,000 | 0.00 | — | 4,000 | D | ↗ |
| 2024-09-30 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 25,000 | 0.00 | — | 60,129 | D | ↗ |
| 2024-08-15 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 3,279 | 23.43 | 76.8K | 45,197 | — | ↗ |
| 2024-03-06 | Rooney David C. | Director | A-Award | A | Restricted Stock Units | 3,736 | 0.00 | — | 3,736 | — | ↗ |
| 2024-03-06 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 3,736 | 0.00 | — | 3,736 | — | ↗ |
| 2024-03-06 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 3,736 | 0.00 | — | 3,736 | — | ↗ |
| 2024-03-06 | Buffa Sandra | Director | A-Award | A | Restricted Stock Units | 3,736 | 0.00 | — | 3,736 | — | ↗ |
| 2024-03-01 | Rooney David C. | Director | M-Exempt | D | Restricted Stock Units | 5,535 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Halle Richard | Director | M-Exempt | A | Common Stock | 5,535 | 0.00 | — | 59,100 | — | ↗ |
| 2024-03-01 | Cerkovnik Edward | Director | M-Exempt | A | Common Stock | 5,535 | 0.00 | — | 56,480 | — | ↗ |
| 2024-03-01 | Buffa Sandra | Director | M-Exempt | D | Restricted Stock Units | 2,667 | 0.00 | — | 0 | — | ↗ |
| 2024-02-28 | Dissinger Todd | Officer | S-Sale | D | Common Stock | 15,000 | 15.30 | 229.5K | 37,069 | — | ↗ |
| 2023-12-15 | Dissinger Todd | Officer | S-Sale | D | Common Stock | 597 | 16.61 | 9.9K | 52,069 | — | ↗ |
| 2023-12-08 | Dissinger Todd | Officer | S-Sale | D | Common Stock | 10,000 | 16.54 | 165.4K | 52,666 | — | ↗ |
| 2023-10-31 | Linnane Robert | — | A-Award | A | Restricted Stock Units | 2,000 | 0.00 | — | 7,000 | — | ↗ |
| 2023-10-31 | Isely Raquel M. | — | A-Award | A | Restricted Stock Units | 4,000 | 0.00 | — | 12,260 | — | ↗ |
| 2023-10-31 | Isely Charity | — | A-Award | A | Restricted Stock Units | 2,000 | 0.00 | — | 7,000 | — | ↗ |
| 2023-10-16 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 100 | 0.00 | — | 109,158 | — | ↗ |
| 2023-10-02 | Isely Raquel M. | — | M-Exempt | D | Restricted Stock Units | 480 | 0.00 | — | 8,360 | — | ↗ |
| 2023-10-02 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 940 | 12.91 | 12.1K | 62,738 | — | ↗ |
| 2023-08-15 | Dissinger Todd | Officer | A-Award | A | Restricted Stock Units | 34,220 | 0.00 | — | 100,056 | — | ↗ |
| 2023-08-11 | Buffa Sandra | Director | A-Award | A | Restricted Stock Units | 2,667 | 0.00 | — | 2,667 | — | ↗ |
| 2023-08-02 | Buffa Sandra | Director | — | D | Common Stock | 0 | 0.00 | — | 5,616 | — | ↗ |
| 2023-06-27 | Isely Raquel M. | — | F-InKind | D | Common Stock | 69 | 12.02 | 829.38 | 108,743 | — | ↗ |
| 2023-06-27 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 4,000 | 0.00 | — | 65,836 | — | ↗ |
| 2023-03-02 | Rooney David C. | Director | M-Exempt | D | Restricted Stock Units | 3,422 | 0.00 | — | 5,535 | — | ↗ |
| 2023-03-02 | Halle Richard | Director | M-Exempt | A | Common Stock | 3,422 | 0.00 | — | 53,565 | — | ↗ |
| 2023-03-02 | Cerkovnik Edward | Director | M-Exempt | D | Restricted Stock Units | 3,422 | 0.00 | — | 5,535 | — | ↗ |
| 2023-03-01 | Rooney David C. | Director | A-Award | A | Restricted Stock Units | 5,535 | 0.00 | — | 8,957 | — | ↗ |
| 2023-03-01 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 5,535 | 0.00 | — | 8,957 | — | ↗ |
| 2023-03-01 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 5,535 | 0.00 | — | 8,957 | — | ↗ |
| 2023-01-03 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 12,014 | 0.00 | — | 69,836 | — | ↗ |
| 2022-11-01 | Linnane Robert | Director | A-Award | A | Restricted Stock Units | 2,000 | 0.00 | — | 5,000 | — | ↗ |
| 2022-11-01 | Isely Raquel M. | Director | M-Exempt | A | Common Stock | 205 | 0.00 | — | 108,669 | — | ↗ |
| 2022-11-01 | Isely Charity | Director | A-Award | A | Restricted Stock Units | 2,000 | 0.00 | — | 5,000 | — | ↗ |
| 2022-11-01 | Dissinger Todd | Officer | M-Exempt | A | Common Stock | 1,620 | 0.00 | — | 49,924 | — | ↗ |
| 2022-10-17 | Isely Raquel M. | Director | M-Exempt | A | Common Stock | 100 | 0.00 | — | 108,498 | — | ↗ |
| 2022-10-03 | Isely Raquel M. | Director | M-Exempt | A | Common Stock | 480 | 0.00 | — | 108,562 | — | ↗ |
| 2022-10-03 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 3,520 | 0.00 | — | 83,470 | — | ↗ |
| 2022-09-30 | Dissinger Todd | Officer | A-Award | A | Restricted Stock Units | 31,876 | 0.00 | — | 86,990 | — | ↗ |
| 2022-06-27 | Isely Raquel M. | Other | M-Exempt | A | Common Stock | 200 | 0.00 | — | 108,150 | — | ↗ |
| 2022-06-27 | Dissinger Todd | Officer | M-Exempt | A | Common Stock | 4,000 | 0.00 | — | 46,956 | — | ↗ |
| 2022-03-17 | Isely-Parvanta Dyami | — | — | D | Common Stock | 0 | 0.00 | — | 103,745 | — | ↗ |
| 2022-03-07 | Zephyr Isely 2012 Irrevocable Family Trust | — | — | D | Common Stock | 0 | 0.00 | — | 593,366 | — | ↗ |
| 2022-03-07 | Kemper & Virginia Isely 2012 Irrevocable Family Trust | — | — | D | Common Stock | 0 | 0.00 | — | 550,849 | — | ↗ |
| 2022-03-07 | Heather C. Isely 2012 Irrevocable Family Trust | — | — | D | Common Stock | 0 | 0.00 | — | 461,006 | — | ↗ |
| 2022-03-07 | Elizabeth Isely 2012 Irrevocable Family Trust | — | — | D | Common Stock | 0 | 0.00 | — | 284,283 | — | ↗ |
| 2022-03-03 | Halle Richard | Director | M-Exempt | A | Common Stock | 3,960 | 0.00 | — | 50,143 | — | ↗ |
| 2022-03-03 | Cerkovnik Edward | Director | M-Exempt | A | Common Stock | 3,960 | 0.00 | — | 47,523 | — | ↗ |
| 2022-03-02 | Rooney David C. | Director | A-Award | A | Restricted Stock Units | 3,422 | 0.00 | — | 7,382 | — | ↗ |
| 2022-03-02 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 3,422 | 0.00 | — | 7,382 | — | ↗ |
| 2022-03-02 | Cerkovnik Edward | Director | M-Exempt | D | Restricted Stock Units | 3,960 | 0.00 | — | 3,422 | — | ↗ |
| 2022-02-08 | Dissinger Todd | Officer | S-Sale | D | Common Stock | 13,370 | 16.43 | 219.7K | 42,956 | — | ↗ |
| 2022-01-03 | Dissinger Todd | Officer | M-Exempt | A | Common Stock | 12,013 | 0.00 | — | 60,329 | — | ↗ |
| 2021-11-01 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 205 | 0.00 | — | 108,007 | — | ↗ |
| 2021-11-01 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 468 | 12.18 | 5.7K | 48,316 | — | ↗ |
| 2021-10-15 | Isely Raquel M. | — | M-Exempt | D | Restricted Stock Units | 100 | 0.00 | — | 6,230 | — | ↗ |
| 2021-10-01 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 480 | 0.00 | — | 107,900 | — | ↗ |
| 2021-10-01 | Dissinger Todd | Officer | M-Exempt | A | Common Stock | 3,520 | 0.00 | — | 48,181 | — | ↗ |
| 2021-09-30 | Linnane Robert | — | A-Award | A | Restricted Stock Units | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2021-09-30 | KIVC 2, LLC | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-09-30 | Isely Zephyr | Director / Officer / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 571,850 | — | ↗ |
| 2021-09-30 | Isely Raquel M. | — | A-Award | A | Restricted Stock Units | 3,200 | 0.00 | — | 6,810 | — | ↗ |
| 2021-09-30 | Isely Mariah C. | — | — | I | Common Stock | 0 | 0.00 | — | 571,850 | — | ↗ |
| 2021-09-30 | Isely Lark | — | — | D | Common Stock | 0 | 0.00 | — | 12,682 | — | ↗ |
| 2021-09-30 | Isely Kemper | Director / Officer / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 104,745 | — | ↗ |
| 2021-09-30 | Isely Heather | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 941,020 | — | ↗ |
| 2021-09-30 | Isely Guy | — | — | I | Common Stock | 0 | 0.00 | — | 1,037,939 | — | ↗ |
| 2021-09-30 | Isely Elizabeth | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 571,850 | — | ↗ |
| 2021-09-30 | Isely Charity | — | A-Award | A | Restricted Stock Units | 3,000 | 0.00 | — | 3,000 | — | ↗ |
| 2021-09-30 | Dissinger Todd | Officer | A-Award | A | Restricted Stock Units | 25,000 | 0.00 | — | 76,267 | — | ↗ |
| 2021-09-27 | Linnane Robert | — | — | D | Common Stock | 0 | 0.00 | — | 500 | — | ↗ |
| 2021-06-28 | Isely Raquel M. | — | M-Exempt | D | Restricted Stock Units | 200 | 0.00 | — | 3,610 | — | ↗ |
| 2021-06-28 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 1,155 | 10.61 | 12.3K | 44,661 | — | ↗ |
| 2021-03-08 | Rooney David C. | Director | M-Exempt | D | Restricted Stock Units | 2,179 | 0.00 | — | 3,960 | — | ↗ |
| 2021-03-04 | Halle Richard | Director | M-Exempt | A | Common Stock | 8,219 | 0.00 | — | 46,183 | — | ↗ |
| 2021-03-04 | Cerkovnik Edward | Director | M-Exempt | A | Common Stock | 8,219 | 0.00 | — | 43,563 | — | ↗ |
| 2021-03-03 | Rooney David C. | Director | A-Award | A | Restricted Stock Units | 3,960 | 0.00 | — | 6,139 | — | ↗ |
| 2021-03-03 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 3,960 | 0.00 | — | 12,179 | — | ↗ |
| 2021-03-03 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 3,960 | 0.00 | — | 12,179 | — | ↗ |
| 2021-01-04 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 4,007 | 13.74 | 55.1K | 41,816 | — | ↗ |
| 2020-11-27 | Isely-Rice Charles | — | — | D | Common Stock | 0 | 0.00 | — | 103,745 | — | ↗ |
| 2020-11-02 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 205 | 0.00 | — | 107,345 | — | ↗ |
| 2020-11-02 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 1,620 | 0.00 | — | 67,280 | — | ↗ |
| 2020-10-15 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 100 | 0.00 | — | 107,174 | — | ↗ |
| 2020-10-01 | Isely Raquel M. | — | A-Award | A | Restricted Stock Units | 2,400 | 0.00 | — | 4,115 | — | ↗ |
| 2020-10-01 | Dissinger Todd | Officer | A-Award | A | Restricted Stock Units | 9,600 | 0.00 | — | 70,500 | — | ↗ |
| 2020-09-24 | Isely Raquel M. | — | A-Award | A | Common Stock | 600 | 9.48 | 5.7K | 107,279 | — | ↗ |
| 2020-09-24 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 695 | 9.48 | 6.6K | 31,522 | — | ↗ |
| 2020-08-13 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 1,802 | 0.00 | — | 60,900 | — | ↗ |
| 2020-08-05 | Rooney David C. | Director | A-Award | A | Restricted Stock Units | 2,179 | 0.00 | — | 2,179 | — | ↗ |
| 2020-06-30 | Isely-Rice Masala | — | — | D | Common Stock | 0 | 0.00 | — | 103,745 | — | ↗ |
| 2020-06-30 | Isely Ritchie K. | — | — | D | Common Stock | 0 | 0.00 | — | 104,745 | — | ↗ |
| 2020-06-27 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 200 | 0.00 | — | 106,747 | — | ↗ |
| 2020-06-27 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 4,000 | 0.00 | — | 62,702 | — | ↗ |
| 2020-03-06 | Halle Richard | Director | M-Exempt | A | Common Stock | 4,569 | 0.00 | — | 37,964 | — | ↗ |
| 2020-03-06 | Cerkovnik Edward | Director | M-Exempt | D | Restricted Stock Units | 4,569 | 0.00 | — | 8,219 | — | ↗ |
| 2020-03-06 | Campbell Michael T | Director | M-Exempt | D | Restricted Stock Units | 4,569 | 0.00 | — | 8,219 | — | ↗ |
| 2020-03-04 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 8,219 | 0.00 | — | 12,788 | — | ↗ |
| 2020-03-04 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 8,219 | 0.00 | — | 12,788 | — | ↗ |
| 2020-03-04 | Campbell Michael T | Director | A-Award | A | Restricted Stock Units | 8,219 | 0.00 | — | 12,788 | — | ↗ |
| 2020-01-02 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 12,013 | 0.00 | — | 66,702 | — | ↗ |
| 2019-11-01 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 205 | 0.00 | — | 106,617 | — | ↗ |
| 2019-11-01 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 1,620 | 0.00 | — | 78,715 | — | ↗ |
| 2019-10-15 | Isely Raquel M. | — | A-Award | A | Restricted Stock Units | 500 | 0.00 | — | 2,120 | — | ↗ |
| 2019-10-01 | Dissinger Todd | Officer | A-Award | D | Restricted Stock Units | 8,000 | 0.00 | — | 80,335 | — | ↗ |
| 2019-08-13 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 522 | 9.61 | 5.0K | 16,650 | — | ↗ |
| 2019-06-27 | Isely Raquel M. | — | M-Exempt | D | Restricted Stock Units | 200 | 0.00 | — | 1,620 | — | ↗ |
| 2019-06-27 | Dissinger Todd | Officer | F-InKind | D | Common Stock | 1,159 | 9.95 | 11.5K | 15,370 | — | ↗ |
| 2019-03-07 | Halle Richard | Director | M-Exempt | A | Common Stock | 8,196 | 0.00 | — | 33,395 | — | ↗ |
| 2019-03-07 | Cerkovnik Edward | Director | M-Exempt | D | Restricted Stock Units | 8,196 | 0.00 | — | 4,569 | — | ↗ |
| 2019-03-07 | Campbell Michael T | Director | M-Exempt | D | Restricted Stock Units | 8,196 | 0.00 | — | 4,569 | — | ↗ |
| 2019-03-06 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 4,569 | 0.00 | — | 12,765 | — | ↗ |
| 2019-03-06 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 4,569 | 0.00 | — | 12,765 | — | ↗ |
| 2019-03-06 | Campbell Michael T | Director | A-Award | A | Restricted Stock Units | 4,569 | 0.00 | — | 12,765 | — | ↗ |
| 2019-01-02 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 12,013 | 0.00 | — | 78,137 | — | ↗ |
| 2018-12-03 | Isely Lark | — | S-Sale | D | Common Stock | 10,000 | 19.00 | 190.0K | 12,682 | — | ↗ |
| 2018-11-28 | Dissinger Todd | Officer | S-Sale | D | Common Stock | 2,484 | 21.50 | 53.4K | 4,431 | — | ↗ |
| 2018-11-01 | Isely Raquel M. | — | M-Exempt | A | Common Stock | 205 | 0.00 | — | 106,350 | — | ↗ |
| 2018-11-01 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 1,620 | 0.00 | — | 90,150 | — | ↗ |
| 2018-08-13 | Dissinger Todd | Officer | M-Exempt | D | Restricted Stock Units | 1,802 | 0.00 | — | 91,770 | — | ↗ |
| 2018-08-07 | Dissinger Todd | Officer | A-Award | A | Restricted Stock Units | 20,000 | 0.00 | — | 93,572 | — | ↗ |
| 2018-06-27 | Isely Raquel M. | — | A-Award | A | Restricted Stock Units | 1,000 | 0.00 | — | 2,025 | — | ↗ |
| 2018-06-08 | Isely Charity | — | S-Sale | D | Common Stock | 4,000 | 11.24 | 45.0K | 12,179 | — | ↗ |
| 2018-03-07 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 8,196 | 0.00 | — | 8,196 | — | ↗ |
| 2018-03-07 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 8,196 | 0.00 | — | 8,196 | — | ↗ |
| 2018-03-07 | Campbell Michael T | Director | A-Award | A | Restricted Stock Units | 8,196 | 0.00 | — | 8,196 | — | ↗ |
| 2018-03-01 | Halle Richard | Director | M-Exempt | A | Common Stock | 4,954 | 0.00 | — | 25,199 | — | ↗ |
| 2018-03-01 | Cerkovnik Edward | Director | M-Exempt | A | Common Stock | 4,954 | 0.00 | — | 22,579 | — | ↗ |
| 2018-03-01 | Campbell Michael T | Director | M-Exempt | A | Common Stock | 4,954 | 0.00 | — | 27,751 | — | ↗ |
| 2018-01-01 | Dissinger Todd | Officer | — | D | Restricted Stock Units | 60,066 | 0.00 | — | 0 | — | ↗ |
| 2017-11-01 | Isely Raquel M. | — | A-Award | A | Restricted Stock Units | 1,025 | 0.00 | — | 1,025 | — | ↗ |
| 2017-10-02 | Buffa Sandra | Officer | S-Sale | D | Common Stock | 31,726 | 5.52 | 175.1K | 55,616 | — | ↗ |
| 2017-09-29 | Buffa Sandra | Officer | S-Sale | D | Common Stock | 47,749 | 5.53 | 264.1K | 87,342 | — | ↗ |
| 2017-09-28 | Buffa Sandra | Officer | S-Sale | D | Common Stock | 20,525 | 5.55 | 114.0K | 135,091 | — | ↗ |
| 2017-08-11 | Isely Elizabeth | Director / Officer | P-Purchase | A | Common Stock | 993 | 6.28 | 6.2K | 1,270,299 | — | ↗ |
| 2017-08-08 | Isely Kemper | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 5,400 | 6.19 | 33.4K | 3,118,302 | — | ↗ |
| 2017-08-08 | Cerkovnik Edward | Director | P-Purchase | A | Common Stock | 3,000 | 6.00 | 18.0K | 17,625 | — | ↗ |
| 2017-08-08 | Campbell Michael T | Director | P-Purchase | A | Common Stock | 5,000 | 6.00 | 30.0K | 22,797 | — | ↗ |
| 2017-05-31 | Isely Lark | — | S-Sale | D | Common Stock | 2,001 | 9.92 | 19.9K | 22,682 | — | ↗ |
| 2017-05-31 | Isely Charity | — | S-Sale | D | Common Stock | 1,083 | 9.91 | 10.7K | 16,179 | — | ↗ |
| 2017-03-02 | Halle Richard | Director | M-Exempt | D | Restricted Stock Units | 2,941 | 0.00 | — | 4,954 | — | ↗ |
| 2017-03-02 | Cerkovnik Edward | Director | M-Exempt | D | Restricted Stock Units | 2,941 | 0.00 | — | 4,954 | — | ↗ |
| 2017-03-02 | Campbell Michael T | Director | M-Exempt | A | Common Stock | 2,941 | 0.00 | — | 17,797 | — | ↗ |
| 2017-03-01 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 4,954 | 0.00 | — | 7,895 | — | ↗ |
| 2017-03-01 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 4,954 | 0.00 | — | 7,895 | — | ↗ |
| 2017-03-01 | Campbell Michael T | Director | A-Award | A | Restricted Stock Units | 4,954 | 0.00 | — | 7,895 | — | ↗ |
| 2017-02-10 | Isely Charity | — | S-Sale | D | Common Stock | 500 | 12.28 | 6.1K | 17,262 | — | ↗ |
| 2016-12-08 | Isely Charity | — | S-Sale | D | Common Stock | 700 | 11.90 | 8.3K | 17,762 | — | ↗ |
| 2016-09-14 | Isely Charity | — | S-Sale | D | Common Stock | 1,000 | 10.83 | 10.8K | 18,462 | — | ↗ |
| 2016-08-23 | Isely Charity | — | S-Sale | D | Common Stock | 1,500 | 12.19 | 18.3K | 19,462 | — | ↗ |
| 2016-08-03 | Cerkovnik Edward | Director | P-Purchase | A | Common Stock | 2,000 | 12.84 | 25.7K | 11,684 | — | ↗ |
| 2016-06-02 | Isely Raquel M. | — | P-Purchase | A | Common Stock | 1,400 | 13.59 | 19.0K | 106,145 | — | ↗ |
| 2016-05-18 | Isely Kemper | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 7,500 | 12.86 | 96.5K | 3,112,902 | — | ↗ |
| 2016-05-10 | Halle Richard | Director | P-Purchase | A | Common Stock | 4,000 | 13.52 | 54.1K | 17,304 | — | ↗ |
| 2016-05-10 | Campbell Michael T | Director | A-Award | A | Common Stock | 2,500 | 13.35 | 33.4K | 14,856 | — | ↗ |
| 2016-03-04 | Halle Richard | Director | M-Exempt | D | Restricted Stock Units | 2,054 | 0.00 | — | 2,941 | — | ↗ |
| 2016-03-04 | Cerkovnik Edward | Director | M-Exempt | D | Restricted Stock Units | 2,054 | 0.00 | — | 2,941 | — | ↗ |
| 2016-03-04 | Campbell Michael T | Director | M-Exempt | A | Common Stock | 2,054 | 0.00 | — | 12,356 | — | ↗ |
| 2016-03-02 | Halle Richard | Director | A-Award | A | Restricted Stock Units | 2,941 | 0.00 | — | 4,995 | — | ↗ |
| 2016-03-02 | Cerkovnik Edward | Director | A-Award | A | Restricted Stock Units | 2,941 | 0.00 | — | 4,995 | — | ↗ |
| 2016-03-02 | Campbell Michael T | Director | A-Award | A | Restricted Stock Units | 2,941 | 0.00 | — | 4,995 | — | ↗ |
| 2016-02-29 | Isely Charity | — | S-Sale | D | Common Stock | 500 | 20.00 | 10.0K | 20,962 | — | ↗ |
| 2016-02-09 | Isely Charity | — | S-Sale | D | Common Stock | 700 | 17.81 | 12.5K | 21,462 | — | ↗ |
| 2015-12-21 | Isely Raquel M. | — | — | D | Common Stock | 0 | 0.00 | — | 103,745 | — | ↗ |
Executive team
Top executives
EBIT / Employee
18.6K
Shares Outstanding
23.03M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Richard Hallé, Chief Financial Officer | 559.7K | 567.5K | 5.67M | — | — | 1.9K | 6.80M | 83.40% | ↗ |
| 2 | 2025 | Elizabeth Isely, Executive Vice President | 540.0K | 365.0K | — | — | — | 4.4K | 909.4K | 0.00% | ↗ |
| 3 | 2025 | Heather Isely, Executive Vice President | 540.0K | 365.0K | — | — | — | 4.4K | 909.4K | 0.00% | ↗ |
| 4 | 2025 | Kemper Isely, Co-President | 619.8K | — | — | — | — | 4.6K | 624.4K | 0.00% | ↗ |
| 5 | 2025 | Zephyr Isely, Co-President | 588.0K | — | — | — | — | — | 588.0K | 0.00% | ↗ |
| 6 | 2025 | Todd Dissinger, former Chief Financial Officer | 135.5K | — | — | — | — | 19.7K | 155.2K | 0.00% | ↗ |
| 7 | 2024 | Todd Dissinger, former Chief Financial Officer | 588.5K | 365.0K | — | — | — | 12.4K | 965.9K | 0.00% | ↗ |
| 8 | 2024 | Heather Isely, Executive Vice President | 540.0K | 365.0K | — | — | — | 14.1K | 919.1K | 0.00% | ↗ |
| 9 | 2024 | Elizabeth Isely, Executive Vice President | 540.0K | 365.0K | — | — | — | 13.2K | 918.2K | 0.00% | ↗ |
| 10 | 2024 | Kemper Isely, Co-President | 619.8K | — | — | — | — | 18.2K | 638.0K | 0.00% | ↗ |
| 11 | 2024 | Zephyr Isely, Co-President | 588.0K | — | — | — | — | 5.2K | 593.2K | 0.00% | ↗ |
| 12 | 2023 | Todd Dissinger, Chief Financial Officer | 550.0K | 325.0K | 450.0K | — | — | 12.0K | 1.34M | 33.66% | ↗ |
| 13 | 2023 | Heather Isely, Executive Vice President | 528.0K | 325.0K | — | — | — | 17.1K | 870.1K | 0.00% | ↗ |
| 14 | 2023 | Elizabeth Isely, Executive Vice President | 528.0K | 325.0K | — | — | — | 12.3K | 865.3K | 0.00% | ↗ |
| 15 | 2023 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 17.7K | 625.5K | 0.00% | ↗ |
| 16 | 2023 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 5.0K | 581.0K | 0.00% | ↗ |
| 17 | 2022 | Todd Dissinger, Chief Financial Officer | 507.9K | 250.0K | 350.0K | — | — | 11.1K | 1.12M | 31.28% | ↗ |
| 18 | 2022 | Heather Isely, Executive Vice President | 528.0K | 250.0K | — | — | — | 14.1K | 792.1K | 0.00% | ↗ |
| 19 | 2022 | Elizabeth Isely, Executive Vice President | 528.0K | 250.0K | — | — | — | 9.6K | 787.6K | 0.00% | ↗ |
| 20 | 2022 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 15.3K | 623.1K | 0.00% | ↗ |
| 21 | 2022 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 4.4K | 580.4K | 0.00% | ↗ |
| 22 | 2021 | Todd Dissinger, Chief Financial Officer | 479.2K | 250.0K | 285.3K | — | — | 9.7K | 1.02M | 27.85% | ↗ |
| 23 | 2021 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 12.6K | 620.4K | 0.00% | ↗ |
| 24 | 2021 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 3.5K | 579.5K | 0.00% | ↗ |
| 25 | 2021 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 11.4K | 539.4K | 0.00% | ↗ |
| 26 | 2021 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 8.7K | 536.7K | 0.00% | ↗ |
| 27 | 2020 | Todd Dissinger, Chief Financial Officer | 435.6K | 250.0K | 118.2K | — | — | 9.6K | 798.2K | 14.80% | ↗ |
| 28 | 2020 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 12.5K | 620.3K | 0.00% | ↗ |
| 29 | 2020 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 3.3K | 579.3K | 0.00% | ↗ |
| 30 | 2020 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 11.3K | 539.3K | 0.00% | ↗ |
| 31 | 2020 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 7.4K | 535.4K | 0.00% | ↗ |
| 32 | 2019 | Todd Dissinger, Chief Financial Officer | 396.0K | — | 269.2K | — | 58.0K | 9.7K | 732.9K | 36.73% | ↗ |
| 33 | 2019 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 12.5K | 620.3K | 0.00% | ↗ |
| 34 | 2019 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 5.7K | 581.7K | 0.00% | ↗ |
| 35 | 2019 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 11.4K | 539.4K | 0.00% | ↗ |
| 36 | 2019 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 8.0K | 536.0K | 0.00% | ↗ |
| 37 | 2018 | Sandra Buffa, Chief Financial Officer | 427.5K | — | — | — | — | 706.4K | 1.13M | 0.00% | ↗ |
| 38 | 2018 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 10.2K | 618.0K | 0.00% | ↗ |
| 39 | 2018 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 8.1K | 584.1K | 0.00% | ↗ |
| 40 | 2018 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 10.2K | 538.2K | 0.00% | ↗ |
| 41 | 2018 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 7.8K | 535.8K | 0.00% | ↗ |
| 42 | 2018 | Todd Dissinger, Chief Financial Officer | 330.0K | — | 33.3K | — | — | 7.9K | 371.2K | 8.97% | ↗ |
| 43 | 2016 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 14.2K | 622.0K | 0.00% | ↗ |
| 44 | 2016 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 11.2K | 587.2K | 0.00% | ↗ |
| 45 | 2016 | Sandra Buffa, Chief Financial Officer | 560.0K | — | — | — | — | 11.1K | 571.1K | 0.00% | ↗ |
| 46 | 2016 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 20.9K | 548.9K | 0.00% | ↗ |
| 47 | 2016 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 13.7K | 541.7K | 0.00% | ↗ |
| 48 | 2015 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 16.2K | 624.0K | 0.00% | ↗ |
| 49 | 2015 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 14.5K | 590.5K | 0.00% | ↗ |
| 50 | 2015 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 13.8K | 541.8K | 0.00% | ↗ |
| 51 | 2015 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 13.3K | 541.3K | 0.00% | ↗ |
| 52 | 2015 | Sandra Buffa, Chief Financial Officer | 450.0K | — | — | — | 56.1K | 10.6K | 516.7K | 0.00% | ↗ |
| 53 | 2014 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 15.7K | 623.5K | 0.00% | ↗ |
| 54 | 2014 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 14.1K | 590.1K | 0.00% | ↗ |
| 55 | 2014 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 15.7K | 543.7K | 0.00% | ↗ |
| 56 | 2014 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 14.5K | 542.5K | 0.00% | ↗ |
| 57 | 2014 | Sandra Buffa, Chief Financial Officer | 345.0K | — | — | — | 58.9K | 12.1K | 416.0K | 0.00% | ↗ |
| 58 | 2013 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 15.7K | 623.5K | 0.00% | ↗ |
| 59 | 2013 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 14.1K | 590.1K | 0.00% | ↗ |
| 60 | 2013 | Elizabeth Isely, Executive Vice President | 528.0K | — | — | — | — | 15.7K | 543.7K | 0.00% | ↗ |
| 61 | 2013 | Heather Isely, Executive Vice President | 528.0K | — | — | — | — | 14.5K | 542.5K | 0.00% | ↗ |
| 62 | 2013 | Sandra Buffa, Chief Financial Officer | 335.0K | — | — | — | 127.9K | 12.4K | 475.3K | 0.00% | ↗ |
| 63 | 2011 | Kemper Isely, Co-President | 607.8K | — | — | — | — | 11.3K | 619.1K | 0.00% | ↗ |
| 64 | 2011 | Zephyr Isely, Co-President | 576.0K | — | — | — | — | 11.3K | 587.3K | 0.00% | ↗ |
| 65 | 2011 | Heather Isely, Executive Vice President | 496.0K | — | — | — | — | 11.3K | 507.3K | 0.00% | ↗ |
| 66 | 2011 | Elizabeth Isely, Executive Vice President | 480.0K | — | — | — | — | 14.8K | 494.8K | 0.00% | ↗ |
| 67 | 2011 | Sandra Buffa, Chief Financial Officer | 305.0K | — | — | — | 150.6K | 9.8K | 465.4K | 0.00% | ↗ |
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard G. Hallé | Chief Financial Officer | 1M | male |
| Elizabeth Isely | Executive Vice President & Director | 909.4K | female |
| Heather Isely | Executive Vice President, Corporate Secretary & Director | 909.4K | female |
| Kemper Isely | Chairman & Co-President | 624.4K | male |
| Zephyr Isely | Co-President & Director | 588.0K | male |
| Jessica Thiessen | Assistant Treasurer | — | female |
ESG Rating
ESG Score History GROCERY STORES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for NGVC
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.
