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Ollie's Bargain Outlet Holdings, Inc. (OLLI)

USD67.24 +1.30 (+1.97%)
US NASDAQ Consumer Defensive Discount Stores
Address 6295 Allentown Boulevard 17112
Harrisburg, PA, US
CEO Eric van der Valk
Website ollies.us
IPO 2015-07-16
CIK 1639300 ISIN US6811161099

Explore sections of this company profile

Description

Ollie's Bargain Outlet Holdings, Inc. operates as a leading discount retailer, offering a wide variety of brand-name goods. The company's diverse inventory includes home essentials such as housewares, bed and bath products, and floor coverings, as well as food items, health and beauty aids, books, stationery, toys, and electronics. Additionally, they stock hardware, confectionery, apparel, sporting goods, pet supplies, and lawn and garden items. Ollie's markets its products under various proprietary labels, including Ollie's, Ollie's Bargain Outlet, Good Stuff Cheap, Ollie's Army, Real Brands Real Cheap!, Real Brands! Real Bargains, Sarasota Breeze, Steelton Tools, American Way, and Middleton Home. As of August 3, 2022, the company maintained 450 retail locations across 29 states, covering approximately half of the United States. Established in 1982, the business was initially known as Bargain Holdings, Inc., before officially adopting the name Ollie's Bargain Outlet Holdings, Inc. in March 2015. Its corporate headquarters are situated in Harrisburg, Pennsylvania.

News Sentiment (7d)
27 Negative

Based on only 1 article — 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 Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD67.24 +1.30 (+1.97%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.46
Float Shares
60.75M
Free Float %
99.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.62% -2.21% -6.86% -23.00% -32.63% -27.25% -27.45% +34.40% -7.94% +212.46% +277.02%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (28 ratings, all time) Buy
Price Targets & DCF
Current price
67.24
Low 114.00 +69.5%
Consensus 136.50 +103.0%
Median 135.00 +100.8%
High 162.00 +140.9%
DCF (Unlevered) 94.59 +40.7%
DCF (Levered) 102.15 +51.9%

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) 87% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 10 0
Hold 2 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
133.50
+98.5%
Last Quarter 6
139.17
+107.0%
Last Year 27
141.52
+110.5%
All Time 63
108.33
+61.1%
Quality scores
Altman Z-Score
4.92
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Discount Stores: +8.2%
    +16.6% Q2'26: +14.2% (vs Q2'25)
  • EPS growth Discount Stores: +10.0%
    +20.4% Q2'26: +19.5% (vs Q2'25)
  • FCF margin FCF growth · Discount Stores: +10.0%
    +8.6% Q2'26: +6.9% (vs Q2'25)
  • EBIT margin Discount Stores: +6.1%
    +12.2% Q2'26: +0.0% (vs Q2'25)
  • ROIC Discount Stores: +10.6%
    +10.8% Q2'26: +0.0% (vs Q2'25)
  • Share dilution Discount Stores: +0.2%
    +0.0% Q2'26: -1.0% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Discount Stores: 1.29×
    1.81× Q2'26: 2.07× (vs Q2'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.49) × ERP
WACC = 88% × Ke + 12% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 94.59 Current price: 67.24
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Jan 2016
actual
Jan 2017
actual
Jan 2018
actual
Jan 2019
actual
Jan 2020
actual
Jan 2021
actual
Jan 2022
actual
Jan 2023
actual
Jan 2024
actual
Jan 2025
actual
Jan 2026
10 Rev. Ana.
8 EPS Ana.
Jan 2027
11 Rev. Ana.
9 EPS Ana.
Jan 2028
11 Rev. Ana.
9 EPS Ana.
Jan 2029
3 Rev. Ana.
1 EPS Ana.
Revenue
762.37M
est: 758.03M (+0.6%)
890.32M
est: 887.41M (+0.3%)
1.08B
est: 1.07B (+0.6%)
1.24B
est: 1.25B (-0.3%)
1.41B
est: 1.43B (-1.2%)
1.81B
est: 1.78B (+1.5%)
1.75B
est: 1.76B (-0.6%)
1.83B
est: 1.82B (+0.4%)
2.10B
est: 2.15B (-2.3%)
2.27B
est: 2.28B (-0.3%)
2.65B
2.63B – 2.66B
+16.4% YoY
2.99B
2.97B – 3.01B
+12.9% YoY
3.33B
3.31B – 3.37B
+11.3% YoY
3.72B
3.69B – 3.76B
+11.6% YoY
EBITDA
88.91M
est: 100.49M (-11.5%)
112.86M
est: 117.64M (-4.1%)
148.02M
est: 117.39M (+26.1%)
176.40M
est: 154.01M (+14.5%)
202.49M
est: 189.02M (+7.1%)
310.24M
est: 236.15M (+31.4%)
239.16M
est: 237.06M (+0.9%)
171.31M
est: 215.79M (-20.6%)
277.42M
est: 272.94M (+1.6%)
293.46M
est: 289.02M (+1.5%)
336.46M
333.70M – 337.73M
+16.4% YoY
379.75M
376.64M – 382.29M
+12.9% YoY
422.59M
420.06M – 427.63M
+11.3% YoY
471.79M
467.92M – 477.31M
+11.6% YoY
EBIT
85.91M
est: 88.62M (-3.1%)
109.08M
est: 103.74M (+5.1%)
143.66M
est: 111.39M (+29.0%)
173.20M
est: 143.60M (+20.6%)
184.95M
est: 166.69M (+11.0%)
287.77M
est: 208.26M (+38.2%)
214.27M
est: 213.04M (+0.6%)
142.62M
est: 183.39M (-22.2%)
241.87M
est: 235.61M (+2.7%)
249.50M
est: 249.49M (+0.0%)
290.45M
288.06M – 291.54M
+16.4% YoY
327.82M
325.13M – 330.00M
+12.9% YoY
364.79M
362.61M – 369.15M
+11.3% YoY
407.26M
403.92M – 412.03M
+11.6% YoY
Net Income
35.84M
est: 42.50M (-15.7%)
59.76M
est: 58.00M (+3.0%)
127.59M
est: 75.08M (+69.9%)
135.01M
est: 144.95M (-6.9%)
141.13M
est: 121.56M (+16.1%)
242.70M
est: 188.38M (+28.8%)
157.46M
est: 162.78M (-3.3%)
102.79M
est: 149.33M (-31.2%)
181.44M
est: 196.80M (-7.8%)
199.76M
est: 202.67M (-1.4%)
240.60M
236.58M – 242.15M
+18.7% YoY
274.12M
272.59M – 275.65M
+13.9% YoY
310.51M
307.34M – 317.84M
+13.3% YoY
353.84M
350.07M – 359.23M
+14.0% YoY
SGA
209.78M
est: 195.97M (+7.0%)
242.89M
est: 229.42M (+5.9%)
278.17M
est: 259.79M (+7.1%)
312.79M
est: 304.07M (+2.9%)
356.06M
est: 368.61M (-3.4%)
418.89M
est: 460.54M (-9.0%)
447.62M
est: 439.65M (+1.8%)
490.57M
est: 582.87M (-15.8%)
562.67M
est: 571.94M (-1.6%)
612.41M
est: 605.64M (+1.1%)
705.05M
699.27M – 707.71M
+16.4% YoY
795.76M
789.23M – 801.07M
+12.9% YoY
885.51M
880.23M – 896.09M
+11.3% YoY
988.62M
980.50M – 1.00B
+11.6% YoY
EPS
0.67
est: 0.69 (-2.6%)
0.99
est: 0.94 (+5.4%)
2.08
est: 1.24 (+68.4%)
2.05
est: 1.81 (+13.0%)
2.23
est: 1.97 (+13.3%)
3.75
est: 3.05 (+23.0%)
2.44
est: 2.33 (+4.8%)
1.64
est: 1.58 (+3.9%)
2.94
est: 3.20 (-8.0%)
3.26
est: 3.29 (-0.9%)
3.87
3.83 – 3.92
+17.6% YoY
4.44
4.41 – 4.46
+14.8% YoY
5.08
4.98 – 5.15
+14.2% YoY
5.73
5.67 – 5.82
+12.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-27 RBC Capital Outperform Outperform Maintain
2026-05-13 Wells Fargo Overweight Overweight Maintain
2026-05-12 Citigroup Buy Buy Maintain
2026-04-29 RBC Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-27 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-26 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-22 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-21 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-20 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-19 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-18 B+ 3/5 3/5 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 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 5/5 2/5 2/5 2/5
2026-05-06 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-05 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-04 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-05-01 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-30 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-20 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-17 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-16 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
327.55M
OE per share TTM
5.32
Owner's Yield
6.55%
Maintenance CapEx ratio
25.13%
Maint CapEx / Avg PPE
35.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
489
Total invested
6.25B
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 2 8.50M 13.30% 8.50M 8.50M IN Pennsylvania 2020-04-30
2 FMR LLC 7.49M 11.45% 2.06M 7.49M HC Delaware 2021-01-11
3 Wasatch Advisors, Inc. 87-0319391 7.48M 11.90% 7.48M 7.48M IA 2022-02-10
4 The Vanguard Group - 23-1945930 5.34M 8.46% 29.0K 5.26M 82.8K IA Pennsylvania For 2022-02-10
5 (1) BlackRock, Inc. 4.88M 7.50% 4.70M 4.88M HC Delaware 2021-01-29
6 Artisan Investments GP LLC 3.72M 5.70% 3.22M 3.72M HC Delaware 2021-02-10
7 Artisan Partners Asset Management Inc. 3.72M 5.70% 3.22M 3.72M HC Delaware 2021-02-10
8 Artisan Partners Holdings LP 3.72M 5.70% 3.22M 3.72M HC Delaware 2021-02-10
9 Artisan Partners Limited Partnership 3.72M 5.70% 3.22M 3.72M IA Delaware 2021-02-10
10 52-0556948 3.64M 5.70% 965.1K 3.64M IA Maryland 2022-02-14
11 Summit Trail Advisors, LLC 3.41M 5.50% IA 2024-01-30
12 10 3.30M 5.19% 2.97M 335.6K 2.97M 335.6K CO Republic of Singapore 2020-03-06
13 Virtus Equity Trust, on behalf of Virtus KAR Small Cap Growth Fund 3.27M 5.14% 3.27M 3.27M IV A California 2020-02-14
14 Wellington Group Holdings LLP 3.20M 5.07% 2.79M HC 2022-02-04
15 Wellington Investment Advisors Holdings LLP 3.20M 5.07% 2.79M HC 2022-02-04
16 Wellington Management Group LLP 3.20M 5.07% 2.79M HC 2022-02-04
17 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 2.60M 4.16% 753.1K 1.77M 829.9K 1.77M IA A California 2022-08-10
18 Virtus Investment Advisers, Inc.04-2453743 1.77M 2.83% 1.77M 1.77M IA A California 2022-08-10
19 Virtus Equity Trust on behalf of Virtus KAR Small Cap Growth Fund 1.73M 2.76% 1.73M 1.73M IV A California 2022-08-10
20 85-4328500 1.60M 2.60% 736.4K 1.74M IA 2024-02-14
21 GIC Private Limited 287.6K 0.44% 96.3K 191.3K 96.3K 191.3K CO Republic of Singapore 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
489
-4 vs prev Q
New positions
63
Closed positions
67
Increased
262
Reduced
157
Put/Call ratio
0.75
Calls held
216.7K
Puts held
163.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 288.1K +288.1K (+100.0%) 31.58B +31.6B (+100.0%) 0.47% +0.470 pp 0.05% +0.048 pp USD109.61 +0.0% 1 qtrs NEW
2 159.3K +159.3K (+100.0%) 17.46B +17.5B (+100.0%) 0.26% +0.260 pp 0.12% +0.122 pp USD109.61 +0.0% 1 qtrs NEW
3 FMR LLC 7.36M -427.1K (-5.5%) 806.81M -193.2M (-19.3%) 12.00% -0.698 pp 0.04% -0.011 pp USD69.18 +58.4% 40 qtrs
4 VANGUARD GROUP INC 5.68M -78.3K (-1.4%) 622.13M -116.7M (-15.8%) 9.25% -0.129 pp 0.01% -0.002 pp USD44.64 +145.5% 42 qtrs
5 BLACKROCK, INC. 5.48M +107.4K (+2.0%) 600.33M -89.1M (-12.9%) 8.93% +0.174 pp 0.01% -0.002 pp USD97.84 +12.0% 6 qtrs
6 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 3.67M -442.2K (-10.7%) 402.59M -125.8M (-23.8%) 5.99% -0.722 pp 1.08% -0.207 pp USD88.88 +23.3% 41 qtrs
7 WASATCH ADVISORS LP 3.16M -524.3K (-14.2%) 346.88M -126.8M (-26.8%) 5.16% -0.855 pp 2.06% -0.487 pp USD67.19 +63.1% 42 qtrs
8 INVESCO LTD. 2.41M -579.2K (-19.4%) 264.56M -119.7M (-31.2%) 3.93% -0.945 pp 0.04% -0.020 pp USD99.33 +10.3% 40 qtrs
9 STATE STREET CORP 1.89M -7.9K (-0.4%) 207.00M -36.5M (-15.0%) 3.08% -0.013 pp 0.01% -0.002 pp USD57.41 +90.9% 42 qtrs
10 GOLDMAN SACHS GROUP INC 1.71M +1.3M (+315.9%) 187.12M +134.4M (+255.1%) 2.78% +2.114 pp 0.02% +0.017 pp USD106.59 +2.8% 42 qtrs
11 CITADEL ADVISORS LLC 1.51M +1.0M (+199.5%) 165.55M +100.8M (+155.7%) 2.46% +1.640 pp 0.02% +0.015 pp USD110.33 -0.7% 42 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 1.22M +56.9K (+4.9%) 133.50M -15.6M (-10.4%) 1.99% +0.093 pp 0.01% -0.001 pp USD63.12 +73.7% 42 qtrs
13 DIMENSIONAL FUND ADVISORS LP 1.20M +34.7K (+3.0%) 131.48M -18.1M (-12.1%) 1.96% +0.056 pp 0.03% -0.005 pp USD55.01 +99.3% 38 qtrs
14 GENEVA CAPITAL MANAGEMENT LLC 1.03M -95.2K (-8.4%) 113.31M -31.6M (-21.8%) 1.69% -0.155 pp 2.13% -0.357 pp USD62.23 +76.1% 24 qtrs
15 AMERIPRISE FINANCIAL INC 1.00M -90.7K (-8.3%) 110.14M -30.5M (-21.7%) 1.64% -0.148 pp 0.02% -0.007 pp USD105.44 +4.0% 39 qtrs
16 WELLINGTON MANAGEMENT GROUP LLP 953.0K +346.5K (+57.1%) 104.46M +26.6M (+34.1%) 1.55% +0.565 pp 0.02% +0.005 pp USD113.49 -3.4% 33 qtrs
17 HOOD RIVER CAPITAL MANAGEMENT LLC 904.0K -169.2K (-15.8%) 99.09M -38.7M (-28.1%) 1.47% -0.276 pp 1.09% -0.541 pp USD116.55 -6.0% 9 qtrs
18 CONGRESS ASSET MANAGEMENT CO /MA 879.3K -670.6K (-43.3%) 96.38M -102.6M (-51.6%) 1.43% -1.093 pp 0.68% -0.646 pp USD105.65 +3.7% 7 qtrs
19 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 848.4K +170.9K (+25.2%) 92.99M +6.0M (+6.9%) 1.38% +0.279 pp 1.21% +0.083 pp USD110.47 -0.8% 5 qtrs
20 NORGES BANK 783.2K +783.2K (+100.0%) 85.85M +85.8M (+100.0%) 1.28% +1.277 pp 0.01% +0.009 pp USD109.61 +0.0% 1 qtrs NEW
21 CAPITAL RESEARCH GLOBAL INVESTORS 772.8K +318.9K (+70.2%) 84.71M +26.4M (+45.3%) 1.26% +0.520 pp 0.02% +0.005 pp USD93.59 +17.1% 8 qtrs
22 UBS GROUP AG 715.7K -16.6K (-2.3%) 78.45M -15.6M (-16.6%) 1.17% -0.027 pp 0.01% -0.002 pp USD117.38 -6.6% 42 qtrs
23 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 697.2K -17.3K (-2.4%) 76.42M -15.3M (-16.7%) 1.14% -0.028 pp 0.01% -0.003 pp USD59.86 +83.1% 42 qtrs
24 MILLENNIUM MANAGEMENT LLC 696.7K +547.2K (+366.1%) 76.36M +57.2M (+297.9%) 1.14% +0.892 pp 0.03% +0.024 pp USD112.78 -2.8% 30 qtrs
25 CAPITAL WORLD INVESTORS 695.5K +301.3K (+76.5%) 76.23M +25.6M (+50.6%) 1.13% +0.491 pp 0.01% +0.004 pp USD102.58 +6.9% 6 qtrs
26 JPMORGAN CHASE & CO 602.5K -10.3K (-1.7%) 66.04M -12.6M (-16.1%) 0.98% -0.017 pp 0.00% -0.001 pp USD107.61 +1.9% 42 qtrs
27 MORGAN STANLEY 581.0K -350.9K (-37.7%) 63.68M -56.0M (-46.8%) 0.95% -0.572 pp 0.00% -0.003 pp USD105.59 +3.8% 42 qtrs
28 WELLS FARGO & COMPANY/MN 564.2K -51.7K (-8.4%) 61.84M -17.2M (-21.8%) 0.92% -0.084 pp 0.01% -0.004 pp USD96.83 +13.2% 42 qtrs
29 WOODLINE PARTNERS LP 514.4K +514.4K (+100.0%) 56.38M +56.4M (+100.0%) 0.84% +0.839 pp 0.22% +0.219 pp USD109.61 +0.0% 1 qtrs NEW
30 ROYAL BANK OF CANADA 494.5K -47.2K (-8.7%) 54.20M -15.4M (-22.1%) 0.81% -0.077 pp 0.01% -0.003 pp USD81.28 +34.9% 42 qtrs
31 PRIMECAP MANAGEMENT CO/CA/ 486.0K -550.0 (-0.1%) 53.27M -9.2M (-14.7%) 0.79% -0.001 pp 0.04% -0.008 pp USD58.90 +86.1% 18 qtrs
32 NORTHERN TRUST CORP 484.9K -25.4K (-5.0%) 53.15M -12.4M (-18.9%) 0.79% -0.041 pp 0.01% -0.002 pp USD68.88 +59.1% 42 qtrs
33 BANK OF NEW YORK MELLON CORP 462.1K -15.7K (-3.3%) 50.66M -10.7M (-17.4%) 0.75% -0.026 pp 0.01% -0.003 pp USD60.24 +82.0% 42 qtrs
34 FREESTONE GROVE PARTNERS LP 403.0K +403.0K (+100.0%) 44.17M +44.2M (+100.0%) 0.66% +0.657 pp 0.32% +0.319 pp USD109.61 +0.0% 5 qtrs
35 RAYMOND JAMES FINANCIAL INC 370.1K -46.2K (-11.1%) 40.57M -12.9M (-24.1%) 0.60% -0.075 pp 0.01% -0.005 pp USD109.94 -0.3% 5 qtrs
36 PRICE T ROWE ASSOCIATES INC /MD/ 358.7K -98.3K (-21.5%) 39.32M -19.4M (-33.0%) 0.58% -0.160 pp 0.00% -0.002 pp USD96.61 +13.5% 37 qtrs
37 WALLEYE CAPITAL LLC 351.0K +197.6K (+128.8%) 38.48M +18.8M (+95.3%) 0.57% +0.322 pp 0.12% +0.044 pp USD119.30 -8.1% 21 qtrs
38 AMERICAN CENTURY COMPANIES INC 332.3K -59.8K (-15.3%) 36.42M -13.9M (-27.7%) 0.54% -0.098 pp 0.02% -0.007 pp USD70.05 +56.5% 15 qtrs
39 BANK OF AMERICA CORP /DE/ 321.8K +94.5K (+41.5%) 35.27M +6.1M (+20.8%) 0.52% +0.154 pp 0.00% +0.001 pp USD99.96 +9.7% 42 qtrs
40 AQR CAPITAL MANAGEMENT LLC 318.6K +142.3K (+80.7%) 34.92M +12.3M (+54.5%) 0.52% +0.232 pp 0.02% +0.004 pp USD101.48 +8.0% 12 qtrs
41 FRANKLIN RESOURCES INC 310.7K -1.9K (-0.6%) 34.05M -6.1M (-15.1%) 0.51% -0.003 pp 0.01% -0.002 pp USD129.59 -15.4% 18 qtrs
42 ENVESTNET ASSET MANAGEMENT INC 302.2K -100.4K (-24.9%) 33.13M -18.6M (-35.9%) 0.49% -0.164 pp 0.01% -0.005 pp USD92.73 +18.2% 40 qtrs
43 BALYASNY ASSET MANAGEMENT L.P. 301.1K -759.3K (-71.6%) 33.00M -103.1M (-75.8%) 0.49% -1.238 pp 0.04% -0.131 pp USD128.40 -14.6% 17 qtrs
44 EMERALD ADVISERS, LLC 298.6K -2.4K (-0.8%) 32.73M -5.9M (-15.3%) 0.49% -0.004 pp 1.01% -0.231 pp USD89.20 +22.9% 10 qtrs
45 SEI INVESTMENTS CO 285.4K -124.9K (-30.4%) 31.28M -21.4M (-40.6%) 0.47% -0.204 pp 0.03% -0.026 pp USD89.42 +22.6% 36 qtrs
46 FRED ALGER MANAGEMENT, LLC 274.2K +28.3K (+11.5%) 30.06M -1.5M (-4.8%) 0.45% +0.046 pp 0.12% -0.005 pp USD76.35 +43.6% 36 qtrs
47 ROYAL LONDON ASSET MANAGEMENT LTD 255.0K +5.4K (+2.2%) 27.95M -4.1M (-12.8%) 0.42% +0.009 pp 0.06% -0.010 pp USD55.34 +98.1% 16 qtrs
48 TIMESSQUARE CAPITAL MANAGEMENT, LLC 246.2K +73.6K (+42.7%) 26.99M +4.8M (+21.8%) 0.40% +0.120 pp 0.41% +0.090 pp USD125.15 -12.4% 3 qtrs
49 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 243.5K -124.0K (-33.7%) 26.69M -20.5M (-43.4%) 0.40% -0.202 pp 0.07% -0.065 pp USD104.03 +5.4% 14 qtrs
50 CLARET ASSET MANAGEMENT CORP 242.0K +938.0 (+0.4%) 26.53M -4.4M (-14.3%) 0.39% +0.002 pp 3.08% -0.610 pp USD59.21 +85.1% 26 qtrs
51 BRAUN STACEY ASSOCIATES INC 233.6K +12.4K (+5.6%) 25.61M -2.8M (-9.9%) 0.38% +0.020 pp 0.83% -0.101 pp USD123.37 -11.2% 4 qtrs
52 QUBE RESEARCH & TECHNOLOGIES LTD 229.3K +190.2K (+486.6%) 25.13M +20.1M (+400.7%) 0.37% +0.310 pp 0.03% +0.020 pp USD112.81 -2.8% 2 qtrs
53 NEUBERGER BERMAN GROUP LLC 227.4K +162.1K (+248.0%) 24.93M +16.5M (+197.1%) 0.37% +0.264 pp 0.02% +0.012 pp USD105.47 +3.9% 41 qtrs
54 VICTORY CAPITAL MANAGEMENT INC 215.2K +106.9K (+98.7%) 23.59M +9.7M (+69.6%) 0.35% +0.174 pp 0.01% +0.005 pp USD111.05 -1.3% 38 qtrs
55 ARTISAN PARTNERS LIMITED PARTNERSHIP 214.6K +43.9K (+25.7%) 23.52M +1.6M (+7.3%) 0.35% +0.072 pp 0.04% +0.004 pp USD124.55 -12.0% 2 qtrs
56 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 213.0K +95.0K (+80.5%) 23.35M +8.2M (+54.1%) 0.35% +0.155 pp 0.01% +0.003 pp USD79.69 +37.5% 15 qtrs
57 RHEOS CAPITAL WORKS INC. 213.0K +— (+0.0%) 23.35M -4.0M (-14.6%) 0.35% +0.000 pp 1.50% -0.034 pp USD98.79 +11.0% 28 qtrs
58 ROCKEFELLER CAPITAL MANAGEMENT L.P. 207.5K +18.7K (+9.9%) 22.74M -1.5M (-6.2%) 0.34% +0.030 pp 0.04% -0.007 pp USD93.28 +17.5% 25 qtrs
59 LOOMIS SAYLES & CO L P 205.4K -9.0K (-4.2%) 22.51M -5.0M (-18.2%) 0.33% -0.015 pp 0.03% -0.006 pp USD101.73 +7.7% 6 qtrs
60 NUVEEN, LLC 195.7K +24.7K (+14.4%) 21.45M -505.4K (-2.3%) 0.32% +0.040 pp 0.01% 0.000 pp USD115.51 -5.1% 4 qtrs
61 EMERALD MUTUAL FUND ADVISERS TRUST 185.6K +— (+0.0%) 20.35M -3.5M (-14.6%) 0.30% +0.000 pp 0.99% -0.240 pp USD87.05 +25.9% 10 qtrs
62 MARSHALL WACE, LLP 174.1K -216.1K (-55.4%) 19.08M -31.0M (-61.9%) 0.28% -0.352 pp 0.02% -0.033 pp USD128.69 -14.8% 32 qtrs
63 TOROSO INVESTMENTS, LLC 172.7K +14.9K (+9.4%) 18.93M -1.3M (-6.6%) 0.28% +0.024 pp 0.04% +0.004 pp USD110.21 -0.5% 11 qtrs
64 VOYA INVESTMENT MANAGEMENT LLC 157.6K -43.5K (-21.6%) 17.27M -8.5M (-33.1%) 0.26% -0.071 pp 0.02% -0.009 pp USD129.78 -15.5% 39 qtrs
65 RHUMBLINE ADVISERS 154.6K -6.9K (-4.3%) 16.95M -3.8M (-18.3%) 0.25% -0.011 pp 0.01% -0.003 pp USD57.44 +90.8% 40 qtrs
66 METLIFE INVESTMENT MANAGEMENT, LLC 149.6K -1.5K (-1.0%) 16.39M -3.0M (-15.5%) 0.24% -0.002 pp 0.08% -0.014 pp USD106.88 +2.6% 33 qtrs
67 UBS ASSET MANAGEMENT AMERICAS INC 146.9K -4.2K (-2.8%) 16.10M -3.3M (-17.0%) 0.24% -0.007 pp 0.00% -0.001 pp USD93.28 +17.5% 42 qtrs
68 JANE STREET GROUP, LLC 143.3K +12.1K (+9.2%) 15.71M -1.1M (-6.8%) 0.23% +0.020 pp 0.00% 0.000 pp USD125.65 -12.8% 34 qtrs
69 ADVISOR GROUP HOLDINGS, INC. 142.3K -89.0K (-38.5%) 15.60M -14.1M (-47.5%) 0.23% -0.145 pp 0.02% -0.019 pp USD124.74 -12.1% 24 qtrs
70 GW&K INVESTMENT MANAGEMENT, LLC 141.2K +10.0K (+7.6%) 15.48M -1.4M (-8.2%) 0.23% +0.016 pp 0.13% -0.015 pp USD79.40 +38.0% 8 qtrs
71 PRINCIPAL FINANCIAL GROUP INC 131.9K -15.2K (-10.3%) 14.46M -4.4M (-23.4%) 0.22% -0.025 pp 0.01% -0.002 pp USD54.03 +102.9% 37 qtrs
72 WHITTIER TRUST CO 118.0K -191.0 (-0.2%) 13.64M -1.9M (-12.2%) 0.19% 0.000 pp 0.15% -0.029 pp USD67.13 +63.3% 35 qtrs
73 FEDERATED HERMES, INC. 122.6K -10.2K (-7.6%) 13.44M -3.6M (-21.2%) 0.20% -0.017 pp 0.02% -0.008 pp USD121.22 -9.6% 42 qtrs
74 SWISS NATIONAL BANK 120.9K +2.0K (+1.7%) 13.25M -2.0M (-13.2%) 0.20% +0.003 pp 0.01% -0.001 pp USD52.01 +110.7% 41 qtrs
75 PEREGRINE CAPITAL MANAGEMENT LLC 120.7K +21.1K (+21.2%) 13.23M +445.5K (+3.5%) 0.20% +0.034 pp 0.41% +0.021 pp USD89.27 +22.8% 23 qtrs
76 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 120.3K +8.0K (+7.1%) 13.19M -1.2M (-8.6%) 0.20% +0.013 pp 0.01% -0.001 pp USD89.30 +22.7% 34 qtrs
77 TRIBUTARY CAPITAL MANAGEMENT, LLC 116.0K -8.1K (-6.5%) 12.71M -3.2M (-20.2%) 0.19% -0.013 pp 1.25% -0.189 pp USD54.97 +99.4% 24 qtrs
78 PICTON MAHONEY ASSET MANAGEMENT 115.3K +3.3K (+3.0%) 12.63M -1.7M (-12.1%) 0.19% +0.005 pp 0.10% -0.032 pp USD109.28 +0.3% 6 qtrs
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 113.7K -52.8K (-31.7%) 12.46M -8.9M (-41.7%) 0.19% -0.086 pp 0.00% -0.001 pp USD102.68 +6.7% 39 qtrs
80 STIFEL FINANCIAL CORP 113.4K -16.4K (-12.6%) 12.43M -4.2M (-25.4%) 0.18% -0.027 pp 0.01% -0.004 pp USD94.67 +15.8% 35 qtrs
81 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 113.0K +111.2K (+6,271.1%) 12.38M +12.2M (+5,338.7%) 0.18% +0.181 pp 0.19% +0.188 pp USD109.96 -0.3% 3 qtrs
82 PEMBROKE MANAGEMENT, LTD 111.2K +10.2K (+10.0%) 12.19M -785.8K (-6.1%) 0.18% +0.017 pp 1.26% -0.028 pp USD103.61 +5.8% 7 qtrs
83 BNP PARIBAS ARBITRAGE, SNC 111.1K +25.6K (+30.0%) 12.18M +1.2M (+11.0%) 0.18% +0.042 pp 0.01% 0.000 pp USD110.81 -1.1% 42 qtrs
84 NEW YORK STATE COMMON RETIREMENT FUND 109.9K +5.6K (+5.3%) 12.05M -1.4M (-10.1%) 0.18% +0.009 pp 0.02% -0.001 pp USD92.62 +18.3% 41 qtrs
85 RETIREMENT SYSTEMS OF ALABAMA 101.3K +27.1K (+36.5%) 11.10M +1.6M (+16.5%) 0.17% +0.044 pp 0.04% +0.004 pp USD86.24 +27.1% 31 qtrs
86 SUMMIT CREEK ADVISORS LLC 98.5K -4.1K (-4.0%) 10.79M -2.4M (-18.0%) 0.16% -0.007 pp 1.70% -0.221 pp USD51.72 +111.9% 40 qtrs
87 LEGAL & GENERAL GROUP PLC 95.3K -26.7K (-21.9%) 10.44M -5.2M (-33.3%) 0.16% -0.044 pp 0.00% -0.001 pp USD81.37 +34.7% 39 qtrs
88 TREXQUANT INVESTMENT LP 94.8K +81.7K (+622.7%) 10.39M +8.7M (+517.0%) 0.15% +0.133 pp 0.09% +0.075 pp USD112.42 -2.5% 4 qtrs
89 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 94.7K +91.0K (+2,446.3%) 10.38M +9.9M (+2,073.7%) 0.15% +0.148 pp 0.01% +0.006 pp USD110.35 -0.7% 2 qtrs
90 JAIN GLOBAL LLC 94.3K +91.5K (+3,298.4%) 10.34M +10.0M (+2,801.1%) 0.15% +0.149 pp 0.05% +0.048 pp USD110.16 -0.5% 2 qtrs
91 Y-INTERCEPT (HONG KONG) LTD 91.6K +91.6K (+100.0%) 10.04M +10.0M (+100.0%) 0.15% +0.149 pp 0.22% +0.225 pp USD109.61 +0.0% 1 qtrs NEW
92 VERITION FUND MANAGEMENT LLC 91.2K +55.2K (+153.7%) 9.99M +5.4M (+116.6%) 0.15% +0.090 pp 0.04% +0.020 pp USD112.72 -2.8% 15 qtrs
93 AMUNDI 89.3K +89.3K (+100.0%) 9.78M +9.8M (+100.0%) 0.15% +0.146 pp 0.00% +0.003 pp USD109.61 +0.0% 1 qtrs NEW
94 SHELLBACK CAPITAL, LP 87.9K -125.7K (-58.8%) 9.64M -17.8M (-64.9%) 0.14% -0.205 pp 0.92% -0.818 pp USD101.43 +8.1% 11 qtrs
95 LPL FINANCIAL LLC 85.7K -664.0 (-0.8%) 9.39M -1.7M (-15.3%) 0.14% -0.001 pp 0.00% -0.001 pp USD76.85 +42.6% 32 qtrs
96 NEXT CENTURY GROWTH INVESTORS LLC 85.2K -82.8K (-49.3%) 9.34M -12.2M (-56.7%) 0.14% -0.135 pp 0.65% -0.924 pp USD101.13 +8.4% 6 qtrs
97 WORLDQUANT MILLENNIUM ADVISORS LLC 83.8K +83.8K (+100.0%) 9.19M +9.2M (+100.0%) 0.14% +0.137 pp 0.04% +0.036 pp USD109.61 +0.0% 1 qtrs NEW
98 ALLIANCEBERNSTEIN L.P. 79.9K -1.0M (-92.8%) 8.76M -133.4M (-93.8%) 0.13% -1.675 pp 0.00% -0.042 pp USD98.11 +11.7% 42 qtrs
99 MAN GROUP PLC 78.9K +78.9K (+100.0%) 8.65M +8.6M (+100.0%) 0.13% +0.129 pp 0.01% +0.015 pp USD109.61 +0.0% 1 qtrs NEW
100 CANADA PENSION PLAN INVESTMENT BOARD 78.0K +700.0 (+0.9%) 8.55M -1.4M (-13.9%) 0.13% +0.001 pp 0.01% -0.001 pp USD128.23 -14.5% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 171 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Rockefeller U.S. Small-Mid Cap ETF RSMC 1.93% 13.92M 0.75%
2 Congress SMID Growth ETF CSMD 1.17% 5.55M 0.68%
3 State Street SPDR S&P Retail ETF XRT 1.11% 4.83M 0.35%
4 First Trust Consumer Discretionary AlphaDEX Fund FXD 1.03% 2.72M 0.60%
5 Neuberger Berman Small-Mid Cap ETF NBSM 0.77% 878.1K 0.75%
6 First Trust SMID Growth Strength ETF FSGS 0.68% 206.0K 0.61%
7 First Trust Multi-Manager Small Cap Opportunities ETF MMSC 0.57% 304.4K 0.95%
8 Pacer US Cash Cows Growth ETF BUL 0.51% 664.4K 0.60%
9 Invesco S&P MidCap 400 Pure Growth ETF RFG 0.41% 1.42M 0.35%
10 Gotham 1000 Value ETF GVLU 0.37% 761.2K 0.50%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.17
Neutral
Ratio by volume
3.00
Bullish
Buys
35
Sells
30
Shares acquired
163.4K
Shares disposed
30.1K
Cash buys
Cash sales
Net activity
+133,259
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
2026-04-07 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 3,330 95.80 319.0K 48,200 D
2026-04-01 van der Valk Eric Director / Officer M-Exempt A Common Stock, par value $0.001 per share 1,853 0.00 13,981 D
2026-04-01 Zender Christopher Officer M-Exempt D Restricted Stock Units 764 0.00 2,291 D
2026-04-01 ZANNINO RICHARD F Director M-Exempt A Common Stock, par value $0.001 per share 1,091 0.00 12,289 D
2026-04-01 WHITE STEPHEN W Director M-Exempt A Common Stock, par value $0.001 per share 1,091 0.00 18,570 D
2026-04-01 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 5,894 0.00 54,094 D
2026-04-01 Rizvi Abid Director M-Exempt A Common Stock, par value $0.001 per share 1,091 0.00 5,273 D
2026-04-01 McLain Kevin Officer M-Exempt A Common Stock, par value $0.001 per share 546 0.00 15,291 D
2026-04-01 Kraus Larry Officer M-Exempt D Restricted Stock Units 758 0.00 1,515 D
2026-04-01 Helm Robert F Officer A-Award A Restricted Stock Units 5,480 0.00 5,480 D
2026-04-01 HENDRICKSON THOMAS Director M-Exempt D Restricted Stock Units 1,091 0.00 0 D
2026-04-01 Fisch Robert Director M-Exempt D Restricted Stock Units 1,091 0.00 0 D
2026-04-01 FLEISHMAN STANLEY Director M-Exempt D Restricted Stock Units 1,091 0.00 0 D
2026-04-01 Comitale James J Officer M-Exempt A Common Stock, par value $0.001 per share 491 0.00 4,899 D
2026-04-01 BAGLIVO MARY Director M-Exempt A Common Stock, par value $0.001 per share 1,091 0.00 3,075 D
2026-04-01 Ahlman Alissa M Director M-Exempt A Common Stock, par value $0.001 per share 1,091 0.00 10,103 D
2026-03-31 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 5,231 92.09 481.7K 48,200 D
2026-03-27 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 3,898 89.40 348.5K 53,431 D
2026-03-25 van der Valk Eric Director / Officer F-InKind D Common Stock, par value $0.001 per share 936 91.01 85.2K 12,128 D
2026-03-25 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 9,257 0.00 61,355 D
2026-03-25 McLain Kevin Officer M-Exempt D Restricted Stock Units 1,519 0.00 0 D
2026-03-25 Kraus Larry Officer F-InKind D Common Stock, par value $0.001 per share 526 91.01 47.9K 4,827 D
2026-03-25 Comitale James J Officer M-Exempt D Restricted Stock Units 1,085 0.00 0 D
2026-03-23 van der Valk Eric Director / Officer M-Exempt D Restricted Stock Units 1,940 0.00 1,940 D
2026-03-23 SWYGERT JOHN W Director / Officer M-Exempt D Restricted Stock Units 6,899 0.00 6,899 D
2026-03-23 McLain Kevin Officer M-Exempt D Restricted Stock Units 1,078 0.00 1,078 D
2026-03-23 Kraus Larry Officer M-Exempt D Restricted Stock Units 862 0.00 862 D
2026-03-23 Helm Robert F Officer M-Exempt D Restricted Stock Units 1,294 0.00 1,293 D
2026-03-23 Comitale James J Officer F-InKind D Common Stock, par value $0.001 per share 381 94.45 36.0K 3,379 D
2026-02-10 SWYGERT JOHN W Director / Officer A-Award A Employee Stock Option (right to buy) 12,111 112.97 1.37M 12,111 D
2026-02-09 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 1,126 112.06 126.2K 48,200 D
2026-02-03 van der Valk Eric Director / Officer M-Exempt A Common Stock, par value $0.001 per share 3,717 0.00 11,478 D
2026-02-03 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 2,091 0.00 50,291 D
2025-12-23 Ahlman Alissa M Director S-Sale D Common Stock, par value $0.001 per share 29 110.26 3.2K 9,012 D
2025-10-23 Helm Robert F Officer S-Sale D Common Stock, par value $0.001 per share 367 120.08 44.1K 3,641 D
2025-10-20 Comitale James J Officer M-Exempt D Employee Stock Option (right to buy) 1,775 66.48 118.0K 0 D
2025-10-18 Comitale James J Officer M-Exempt A Common Stock, par value $0.001 per share 705 0.00 3,209 D
2025-10-17 Helm Robert F Officer F-InKind D Common Stock, par value $0.001 per share 769 124.56 95.8K 4,008 D
2025-10-13 Kraus Larry Officer M-Exempt D Employee Stock Option (right to buy) 4,534 86.03 390.1K 0 D
2025-10-06 Kraus Larry Officer M-Exempt D Employee Stock Option (right to buy) 500 57.98 29.0K 6,366 D
2025-09-29 van der Valk Eric Director / Officer M-Exempt D Employee Stock Option (right to buy) 4,000 43.21 172.8K 11,536 D
2025-09-22 SWYGERT JOHN W Director / Officer M-Exempt D Employee Stock Option (right to buy) 54,915 60.30 3.31M 0 D
2025-09-03 Comitale James J Officer S-Sale D Common Stock, par value $0.001 per share 2,117 130.00 275.2K 2,504 D
2025-07-29 Zender Christopher Officer M-Exempt D Restricted Stock Units 758 0.00 2,274 D
2025-06-13 van der Valk Eric Director / Officer S-Sale D Common Stock, par value $0.001 per share 728 112.85 82.2K 7,761 D
2025-06-06 van der Valk Eric Director / Officer M-Exempt A Common Stock, par value $0.001 per share 2,578 0.00 9,611 D
2025-05-09 van der Valk Eric Director / Officer S-Sale D Common Stock, par value $0.001 per share 240 108.78 26.1K 7,033 D
2025-05-03 van der Valk Eric Director / Officer M-Exempt A Common Stock, par value $0.001 per share 850 0.00 7,643 D
2025-04-21 HENDRICKSON THOMAS Director G-Gift A Common Stock, par value $0.001 per share 1,684 0.00 7,343 I
2025-04-07 Helm Robert F Officer S-Sale D Common Stock, par value $0.001 per share 312 107.17 33.4K 3,273 D
2025-04-04 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 3,331 114.60 381.7K 48,200 D
2025-04-03 van der Valk Eric Director / Officer S-Sale D Common Stock, par value $0.001 per share 525 112.94 59.3K 6,793 D
2025-04-03 Comitale James J Officer M-Exempt A Common Stock, par value $0.001 per share 2,326 43.21 100.5K 6,947 D
2025-04-01 van der Valk Eric Director / Officer M-Exempt D Restricted Stock Units 1,852 0.00 5,557 D
2025-04-01 Zender Christopher Officer A-Award A Employee Stock Option (right to buy) 6,382 114.55 731.1K 6,382 D
2025-04-01 ZANNINO RICHARD F Director M-Exempt A Common Stock, par value $0.001 per share 1,684 0.00 11,198 D
2025-04-01 WHITE STEPHEN W Director M-Exempt A Common Stock, par value $0.001 per share 1,684 0.00 17,479 D
2025-04-01 SWYGERT JOHN W Director / Officer M-Exempt D Restricted Stock Units 5,894 0.00 17,681 D
2025-04-01 Rizvi Abid Director A-Award A Restricted Stock Units 1,091 0.00 1,091 D
2025-04-01 McLain Kevin Officer M-Exempt D Employee Stock Option (right to buy) 4,799 86.03 412.9K 1,600 D
2025-04-01 Kraus Larry Officer M-Exempt D Restricted Stock Units 758 0.00 2,273 D
2025-04-01 Helm Robert F Officer A-Award A Restricted Stock Units 4,365 0.00 4,365 D
2025-04-01 HENDRICKSON THOMAS Director A-Award A Restricted Stock Units 1,091 0.00 1,091 D
2025-04-01 Fisch Robert Director M-Exempt A Common Stock, par value $0.001 per share 1,684 0.00 23,843 D
2025-04-01 FLEISHMAN STANLEY Director M-Exempt A Common Stock, par value $0.001 per share 1,684 0.00 31,481 D
2025-04-01 Comitale James J Officer A-Award A Restricted Stock Units 1,964 0.00 1,964 D
2025-04-01 BAGLIVO MARY Director M-Exempt A Common Stock, par value $0.001 per share 1,684 0.00 1,984 D
2025-04-01 Ahlman Alissa M Director M-Exempt A Common Stock, par value $0.001 per share 1,684 0.00 9,012 D
2025-03-31 van der Valk Eric Director / Officer S-Sale D Common Stock, par value $0.001 per share 543 110.85 60.2K 7,378 D
2025-03-31 McLain Kevin Officer M-Exempt A Common Stock, par value $0.001 per share 7,822 79.89 624.9K 20,158 D
2025-03-31 Comitale James J Officer M-Exempt A Common Stock, par value $0.001 per share 1,717 57.98 99.6K 5,908 D
2025-03-28 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 5,232 112.51 588.7K 48,200 D
2025-03-26 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 3,899 107.89 420.7K 56,059 D
2025-03-25 van der Valk Eric Director / Officer M-Exempt D Restricted Stock Units 2,151 0.00 2,152 D
2025-03-25 SWYGERT JOHN W Director / Officer M-Exempt D Restricted Stock Units 9,257 0.00 9,257 D
2025-03-25 McLain Kevin Officer M-Exempt D Restricted Stock Units 1,518 0.00 1,519 D
2025-03-25 Kraus Larry Officer F-InKind D Common Stock, par value $0.001 per share 516 106.37 54.9K 3,249 D
2025-03-25 Comitale James J Officer M-Exempt D Restricted Stock Units 1,084 0.00 1,085 D
2025-03-24 Helm Robert F Officer M-Exempt D Employee Stock Option (right to buy) 2,575 57.98 149.3K 5,149 D
2025-03-24 Fisch Robert Director M-Exempt D Stock Option (right to buy) 6,250 18.19 113.7K 0 D
2025-03-23 van der Valk Eric Director / Officer M-Exempt D Restricted Stock Units 1,941 0.00 3,880 D
2025-03-23 SWYGERT JOHN W Director / Officer M-Exempt D Restricted Stock Units 6,899 0.00 13,798 D
2025-03-23 McLain Kevin Officer M-Exempt D Restricted Stock Units 1,078 0.00 2,156 D
2025-03-23 Kraus Larry Officer F-InKind D Common Stock, par value $0.001 per share 427 106.88 45.6K 2,572 D
2025-03-23 Helm Robert F Officer F-InKind D Common Stock, par value $0.001 per share 691 106.88 73.9K 3,458 D
2025-03-23 Comitale James J Officer M-Exempt D Restricted Stock Units 863 0.00 1,724 D
2025-03-22 SWYGERT JOHN W Director / Officer M-Exempt D Restricted Stock Units 4,649 0.00 0 D
2025-03-22 McLain Kevin Officer M-Exempt D Restricted Stock Units 632 0.00 0 D
2025-03-22 Kraus Larry Officer F-InKind D Common Stock, par value $0.001 per share 227 106.88 24.3K 2,136 D
2025-02-03 van der Valk Eric Officer A-Award A Restricted Stock Units 14,866 0.00 14,866 D
2025-02-03 SWYGERT JOHN W Director / Officer A-Award A Restricted Stock Units 8,362 0.00 8,362 D
2024-12-16 Kraus Larry Officer M-Exempt D Employee Stock Option (right to buy) 5,391 79.89 430.7K 0 D
2024-12-16 HENDRICKSON THOMAS Director M-Exempt D Employee Stock Option (right to buy) 6,250 16.00 100.0K 0 D
2024-12-11 Comitale James J Officer M-Exempt A Common Stock, par value $0.001 per share 5,325 66.48 354.0K 8,465 D
2024-12-10 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 22,652 109.34 2.48M 48,200 D
2024-12-06 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 1,200 58.90 70.7K 49,400 D
2024-11-30 BAGLIVO MARY Director M-Exempt A Common Stock, par value $0.001 per share 300 0.00 300 D
2024-11-27 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 2,400 102.60 246.2K 48,200 D
2024-11-25 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.01 per share 400 102.55 41.0K 48,200 D
2024-10-18 Comitale James J Officer M-Exempt A Common Stock, par value $0.01 per share 705 0.00 3,437 D
2024-10-17 Helm Robert F Officer F-InKind D Common Stock, par value $0.01 per share 670 94.38 63.2K 2,856 D
2024-09-23 van der Valk Eric Officer S-Sale D Common Stock, par value $0.01 per share 2,307 100.38 231.6K 5,615 D
2024-09-23 HENDRICKSON THOMAS Director G-Gift D Common Stock, par value $0.01 per share 5,049 0.00 610 D
2024-09-17 McLain Kevin Officer M-Exempt D Employee Stock Option (right to buy) 2,146 57.98 124.4K 6,436
2024-09-17 HENDRICKSON THOMAS Director G-Gift D Common Stock, par value $0.01 per share 5,049 0.00 610
2024-09-16 McLain Kevin Officer S-Sale D Common Stock, par value $0.01 per share 4,189 99.00 414.7K 10,610
2024-07-29 Zender Christopher Officer A-Award A Employee Stock Option (right to buy) 5,853 98.95 579.2K 5,853
2024-07-16 Comitale James J Officer S-Sale D Common Stock, par value $0.01 per share 2,153 104.17 224.3K 2,732
2024-06-21 HENDRICKSON THOMAS Director S-Sale D Common Stock, par value $0.01 per share 4,500 97.54 438.9K 5,659
2024-06-17 Zender Christopher 0 0.00 0
2024-06-17 Comitale James J Officer M-Exempt D Employee Stock Option (right to buy) 2,500 43.21 108.0K 6,805
2024-06-14 FLEISHMAN STANLEY Director G-Gift D Common Stock, par value $0.01 per share 29,520 0.00 29,797
2024-06-06 van der Valk Eric Officer M-Exempt D Restricted Stock Units 2,579 0.00 2,578
2024-06-05 van der Valk Eric Officer S-Sale D Common Stock, par value $0.01 per share 1,438 90.00 129.4K 4,158
2024-06-05 SWYGERT JOHN W Director / Officer M-Exempt D Employee Stock Option (right to buy) 9,736 20.26 197.3K 0
2024-06-05 McLain Kevin Officer M-Exempt D Employee Stock Option (right to buy) 11,340 41.49 470.5K 3,847
2024-06-05 Kraus Larry Officer M-Exempt A Common Stock, par value $0.01 per share 2,559 43.21 110.6K 4,464
2024-06-03 McLain Kevin Officer M-Exempt D Employee Stock Option (right to buy) 200 41.49 8.3K 15,187
2024-05-06 Helm Robert F Officer S-Sale D Common Stock, par value $0.01 per share 170 80.00 13.6K 1,437
2024-05-03 van der Valk Eric Officer M-Exempt D Restricted Stock Units 849 0.00 850
2024-04-18 HENDRICKSON THOMAS Director M-Exempt A Common Stock, par value $0.01 per share 5,000 11.54 57.7K 10,659
2024-04-01 van der Valk Eric Officer A-Award A Restricted Stock Units 7,409 0.00 7,409
2024-04-01 ZANNINO RICHARD F Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-04-01 WHITE STEPHEN W Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-04-01 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.01 per share 5,231 75.27 393.7K 48,200
2024-04-01 Rizvi Abid Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-04-01 McLain Kevin Officer A-Award A Employee Stock Option (right to buy) 6,462 74.23 479.7K 6,462
2024-04-01 Kraus Larry Officer A-Award A Restricted Stock Units 3,031 0.00 3,031
2024-04-01 Helm Robert F Officer S-Sale D Common Stock, par value $0.01 per share 170 78.76 13.4K 1,607
2024-04-01 HENDRICKSON THOMAS Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-04-01 Fisch Robert Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-04-01 FLEISHMAN STANLEY Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-04-01 Comitale James J Officer A-Award A Restricted Stock Units 3,031 0.00 3,031
2024-04-01 BAGLIVO MARY Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-04-01 Ahlman Alissa M Director A-Award A Restricted Stock Units 1,684 0.00 1,684
2024-03-26 Kraus Larry Officer S-Sale D Common Stock, par value $0.001 per share 2,928 79.00 231.3K 1,905
2024-03-25 van der Valk Eric Officer M-Exempt A Common Stock, par value $0.01 per share 2,152 0.00 6,010
2024-03-25 SWYGERT JOHN W Director / Officer M-Exempt D Restricted Stock Units 9,257 0.00 18,514
2024-03-25 McLain Kevin Officer M-Exempt A Common Stock, par value $0.01 per share 1,519 0.00 11,052
2024-03-25 Kraus Larry Officer F-InKind D Common Stock, par value $0.01 per share 488 79.36 38.7K 4,833
2024-03-25 Helm Robert F Officer S-Sale D Common Stock, par value $0.01 per share 2,317 78.14 181.1K 1,777
2024-03-25 Comitale James J Officer M-Exempt D Restricted Stock Units 1,085 0.00 2,169
2024-03-24 McLain Kevin Officer M-Exempt D Restricted Stock Units 1,209 0.00 0
2024-03-24 Kraus Larry Officer M-Exempt A Common Stock, par value $0.01 per share 847 0.00 4,473
2024-03-24 Daugherty Ray D Restricted Stock Units 3,390 41.49 140.7K 0
2024-03-23 van der Valk Eric Officer M-Exempt D Restricted Stock Units 1,940 0.00 5,821
2024-03-23 ZANNINO RICHARD F Director M-Exempt D Restricted Stock Units 2,156 0.00 0
2024-03-23 WHITE STEPHEN W Director M-Exempt D Restricted Stock Units 2,156 0.00 0
2024-03-23 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.01 per share 6,899 0.00 57,726
2024-03-23 Rizvi Abid Director M-Exempt D Restricted Stock Units 2,156 0.00 0
2024-03-23 McLain Kevin Officer F-InKind D Common Stock, par value $0.01 per share 371 78.17 29.0K 8,676
2024-03-23 Kraus Larry Officer M-Exempt A Common Stock, par value $0.01 per share 862 0.00 4,032
2024-03-23 Helm Robert F Officer M-Exempt D Restricted Stock Units 1,294 0.00 3,880
2024-03-23 HENDRICKSON THOMAS Director M-Exempt A Common Stock, par value $0.001 per share 2,156 0.00 5,659
2024-03-23 Fisch Robert Director M-Exempt A Common Stock, par value $0.001 per share 2,156 0.00 22,159
2024-03-23 FLEISHMAN STANLEY Director M-Exempt A Common Stock, par value $0.001 per share 2,156 0.00 59,317
2024-03-23 Comitale James J Officer F-InKind D Common Stock, par value $0.01 per share 409 78.17 32.0K 2,162
2024-03-23 Ahlman Alissa M Director M-Exempt D Restricted Stock Units 2,156 0.00 0
2024-03-22 SWYGERT JOHN W Director / Officer F-InKind D Common Stock, par value $0.01 per share 2,023 78.17 158.1K 50,827
2024-03-22 McLain Kevin Officer M-Exempt D Restricted Stock Units 632 0.00 632
2024-03-22 Kraus Larry Officer M-Exempt D Restricted Stock Units 457 0.00 458
2024-02-23 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 5,000 20.26 101.3K 53,200
2024-02-20 van der Valk Eric Officer M-Exempt A Common Stock, par value $0.001 per share 4,614 43.21 199.4K 7,337
2024-02-20 Helm Robert F Officer S-Sale D Common Stock, par value $0.001 per share 269 80.00 21.5K 839
2024-01-02 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 2,342 75.23 176.2K 48,200
2023-12-13 Helm Robert F Officer M-Exempt D Employee Stock Option (right to buy) 2,985 54.01 161.2K 8,955
2023-12-10 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock 4,146 0.00 52,346
2023-11-30 BAGLIVO MARY Director D Restricted Stock Units 300 0.00 0
2023-11-29 Rizvi Abid Director M-Exempt A Common Stock, par value $0.001 per share 342 0.00 342
2023-10-18 Comitale James J Officer M-Exempt D Restricted Stock Units 705 0.00 1,410
2023-10-17 Helm Robert F Officer M-Exempt D Restricted Stock Units 1,504 0.00 4,513
2023-09-13 Kraus Larry Officer S-Sale D Common Stock, par value $0.001 per share 3,000 79.00 237.0K 2,928
2023-08-09 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 3,549 20.26 71.9K 51,749
2023-08-07 SWYGERT JOHN W Director / Officer S-Sale D Common Stock, par value $0.001 per share 100 73.27 7.3K 48,200 D
2023-07-28 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 800 20.26 16.2K 49,000
2023-07-27 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 25,861 20.26 523.9K 74,061
2023-07-26 SWYGERT JOHN W Director / Officer M-Exempt A Common Stock, par value $0.001 per share 4,690 20.26 95.0K 52,890
2023-06-06 van der Valk Eric Officer F-InKind D Common Stock, par value $0.001 per share 1,470 62.01 91.2K 6,410
2023-05-03 van der Valk Eric Officer M-Exempt A Common Stock, par value $0.01 per share 850 0.00 2,966
2023-04-20 FLEISHMAN STANLEY Director S-Sale D Common Stock, par value $0.01 per share 1,592 64.22 102.2K 57,161
2023-04-03 Comitale James J Officer M-Exempt D Employee Stock Option (right to buy) 1,443 74.23 107.1K 4,372 D
2023-03-25 van der Valk Eric Officer F-InKind D Common Stock, par value $0.001 per share 643 58.10 37.4K 2,116
2023-03-25 ZANNINO RICHARD F Director M-Exempt A Common Stock, par value $0.001 per share 2,893 0.00 7,358
2023-03-25 WHITE STEPHEN W Director M-Exempt A Common Stock, par value $0.001 per share 2,893 0.00 13,639
2023-03-25 SWYGERT JOHN W Director / Officer M-Exempt D Restricted Stock Units 9,257 0.00 27,771
2023-03-25 McLain Kevin Officer M-Exempt A Common Stock, par value $0.001 per share 1,519 0.00 7,997
2023-03-25 Kraus Larry Officer M-Exempt D Restricted Stock Units 1,193 0.00 3,580
2023-03-25 HENDRICKSON THOMAS Director M-Exempt A Common Stock 2,893 0.00 3,503
2023-03-25 Fisch Robert Director M-Exempt A Common Stock, par value $0.001 per share 2,893 0.00 20,003
2023-03-25 FLEISHMAN STANLEY Director M-Exempt D Restricted Stock Units 2,893 0.00 0
2023-03-25 Comitale James J Officer F-InKind D Common Stock, par value $0.001 per share 374 58.10 21.7K 1,210
2023-03-25 Ahlman Alissa M Director M-Exempt A Common Stock, par value $0.001 per share 2,893 0.00 5,172
2023-03-24 McLain Kevin Officer F-InKind D Common Stock, par value $0.001 per share 352 58.10 20.5K 6,478
2023-03-24 Kraus Larry Officer F-InKind D Common Stock, par value $0.001 per share 243 58.10 14.1K 5,078
2023-03-24 HENDRICKSON THOMAS Director S-Sale D Common Stock 3,000 58.52 175.6K 610
2023-03-23 van der Valk Eric Officer A-Award A Employee Stock Option (right to buy) 15,448 57.98 895.7K 15,448
2023-03-23 ZANNINO RICHARD F Director A-Award A Restricted Stock Units 2,156 0.00 2,156
2023-03-23 WHITE STEPHEN W Director A-Award A Restricted Stock Units 2,156 0.00 2,156
2023-03-23 SWYGERT JOHN W Director / Officer A-Award A Restricted Stock Units 27,596 0.00 27,596
2023-03-23 Rizvi Abid Director A-Award A Restricted Stock Units 2,156 0.00 2,156

Executive team

Top executives
EBIT / Employee
54.7K
Shares Outstanding
60.96M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Eric van der Valk President and Chief Executive Officer 771.3K 1.60M 1.60M 1.03M 39.6K 5.04M 63.53%
2 2025 John Swygert Executive Chairman 607.5K 900.0K 900.0K 606.4K 36.9K 3.05M 59.00%
3 2025 Robert Helm Executive Vice President, Chief Financial Officer 520.2K 500.0K 500.0K 518.3K 31.6K 2.07M 48.30%
4 2025 Chris Zender Executive Vice President, Chief Operating Officer 491.5K 350.0K 350.0K 396.0K 31.6K 1.62M 43.23%
5 2025 James Comitale Senior Vice President, General Counsel 353.1K 225.0K 225.0K 236.1K 28.2K 1.07M 42.16%
6 2024 John Swygert Executive Chairman 972.7K 1.75M 1.75M 1.39M 42.1K 5.91M 59.27%
7 2024 John Swygert Chief Executive Officer 972.7K 1.75M 1.75M 1.39M 42.1K 5.91M 59.27%
8 2024 Eric van der Valk President 569.2K 550.0K 550.0K 488.2K 35.8K 2.19M 50.15%
9 2024 Eric van der Valk President and Chief Executive Officer 569.2K 550.0K 550.0K 488.2K 35.8K 2.19M 50.15%
10 2024 Robert Helm Executive Vice President, Chief Financial Officer 488.5K 375.0K 375.0K 279.1K 31.3K 1.55M 48.42%
11 2024 Chris Zender Executive Vice President, Chief Operating Officer 292.3K 300.0K 300.0K 166.8K 126.0K 1.19M 50.63%
12 2024 Kevin McLain Senior Vice President, General Merchandise Manager 353.1K 250.0K 250.0K 202.6K 26.0K 1.08M 46.22%
13 2024 James Comitale Senior Vice President, General Counsel 343.1K 225.0K 225.0K 197.4K 28.5K 1.02M 44.16%
14 2023 John Swygert Executive Chairman 934.6K 1.60M 1.60M 1.19M 19.0K 5.35M 59.84%
15 2023 John Swygert Chief Executive Officer 934.6K 1.60M 1.60M 1.19M 19.0K 5.35M 59.84%
16 2023 John Swygert President and Chief Executive Officer 934.6K 1.60M 1.60M 1.19M 19.0K 5.35M 59.84%
17 2023 Eric van der Valk President 557.3K 450.0K 450.0K 534.5K 16.8K 2.01M 44.81%
18 2023 Eric van der Valk President and Chief Executive Officer 557.3K 450.0K 450.0K 534.5K 16.8K 2.01M 44.81%
19 2023 Eric van der Valk Executive Vice President, Chief Operating Officer 557.3K 450.0K 450.0K 534.5K 16.8K 2.01M 44.81%
20 2023 Robert Helm Senior Vice President, Chief Financial Officer 475.4K 300.0K 300.0K 303.7K 123.5K 1.50M 39.93%
21 2023 Robert Helm Executive Vice President, Chief Financial Officer 475.4K 300.0K 300.0K 303.7K 123.5K 1.50M 39.93%
22 2023 Kevin McLain Senior Vice President, General Merchandise Manager 356.0K 250.0K 250.0K 228.4K 18.2K 1.10M 45.35%
23 2023 James Comitale Senior Vice President, General Counsel 345.6K 200.0K 200.0K 221.8K 17.4K 984.8K 40.62%
24 2022 John Swygert Chief Executive Officer 900.0K 1.60M 1.60M 17.5K 4.12M 77.72%
25 2022 John Swygert President and Chief Executive Officer 900.0K 1.60M 1.60M 17.5K 4.12M 77.72%
26 2022 Eric van der Valk Executive Vice President, Chief Operating Officer 480.8K 871.9K 371.9K 16.7K 1.74M 71.43%
27 2022 Eric van der Valk President 480.8K 871.9K 371.9K 16.7K 1.74M 71.43%
28 2022 Kevin McLain Senior Vice President, General Merchandise Manager 304.4K 262.5K 262.5K 16.4K 845.8K 62.07%
29 2022 Jay Stasz Former Senior Vice President, Chief Financial Officer 162.7K 315.0K 315.0K 7.1K 799.8K 78.77%
30 2022 Robert Helm Executive Vice President, Chief Financial Officer 121.2K 325.0K 325.0K 9.1K 780.2K 83.31%
31 2022 Robert Helm Senior Vice President, Chief Financial Officer 121.2K 325.0K 325.0K 9.1K 780.2K 83.31%
32 2022 Larry Kraus Vice President, Chief Information Officer 279.3K 206.2K 206.3K 10.2K 12.00 3,437,466.67%
33 2021 John Swygert President and Chief Executive Officer 865.4K 1.60M 1.60M 173.3K 14.5K 4.25M 75.24%
34 2021 John Swygert President and CEO 865.4K 1.60M 1.60M 173.3K 14.5K 4.25M 75.24%
35 2021 Eric van der Valk Executive Vice President, Chief Operating Officer 284.6K 75.0K 300.0K 300.0K 28.5K 10.4K 998.5K 60.09%
36 2021 Jay Stasz Senior Vice President, Chief Financial Officer 341.5K 258.8K 258.8K 34.3K 15.2K 908.6K 56.96%
37 2021 Jay Stasz Former Senior Vice President, Chief Financial Officer 341.5K 258.8K 258.8K 34.3K 15.2K 908.6K 56.96%
38 2021 Kevin McLain Senior Vice President, General Merchandise Manager 284.8K 217.5K 217.5K 28.7K 16.1K 764.5K 56.90%
39 2021 Larry Kraus Vice President, Chief Information Officer 245.8K 157.5K 157.5K 19.7K 4.0K 584.6K 53.89%
40 2020 John Swygert President and Chief Executive Officer 750.0K 1.50M 14.4K 2.27M 0.00%
41 2020 John Swygert President and CEO 750.0K 1.50M 14.4K 2.27M 0.00%
42 2020 Jay Stasz Former Senior Vice President, Chief Financial Officer 327.3K 247.5K 247.5K 328.3K 15.1K 1.17M 42.46%
43 2020 Jay Stasz Senior Vice President, Chief Financial Officer 327.3K 247.5K 247.5K 328.3K 15.1K 1.17M 42.46%
44 2020 Kevin McLain Senior Vice President, General Merchandise Manager 265.5K 200.6K 200.6K 213.8K 15.6K 896.2K 44.78%
45 2020 Ray Daugherty Jr Senior Vice President, Supply Chain 222.3K 140.7K 140.6K 145.7K 5.1K 654.4K 42.98%
46 2020 Larry Kraus Vice President, Chief Information Officer 222.3K 140.7K 140.6K 134.0K 3.2K 640.7K 43.90%
47 2019 John Swygert President and CEO 546.2K 1.62M 1.62M 158.4K 14.5K 3.97M 81.88%
48 2019 Mark Butler President and Chief Executive Officer until December 1, 2019 732.2K 1.30M 1.29M 15.3K 3.34M 77.60%
49 2019 Jay Stasz Senior Vice President, Chief Financial Officer 316.2K 240.0K 240.0K 58.1K 15.1K 869.4K 55.21%
50 2019 Omar Segura Senior Vice President of Store Operations 316.1K 238.2K 238.2K 58.3K 8.8K 859.4K 55.42%
51 2019 Kevin McLain Senior Vice President of Merchandising 257.6K 195.0K 195.0K 47.4K 14.1K 709.1K 55.00%
52 2019 Kevin McLain Senior Vice President, General Merchandise Manager 257.6K 195.0K 195.0K 47.4K 14.1K 709.1K 55.00%
53 2019 Rob Bertram Vice President, General Counsel 209.0K 131.3K 131.3K 30.8K 3.1K 505.4K 51.94%
54 2018 Mark Butler President and Chief Executive Officer until December 1, 2019 795.4K 1.05M 1.05M 1.17M 19.7K 4.07M 51.34%
55 2018 Mark Butler President and Chief Executive Officer 795.4K 1.05M 1.05M 1.17M 19.7K 4.07M 51.34%
56 2018 John Swygert Executive Vice President, Chief Operating Officer and Secretary 500.0K 500.0K 500.0K 550.0K 14.0K 2.06M 48.45%
57 2018 John Swygert President and CEO 500.0K 500.0K 500.0K 550.0K 14.0K 2.06M 48.45%
58 2018 Jay Stasz Senior Vice President, Chief Financial Officer 300.0K 187.5K 187.5K 220.0K 15.0K 910.0K 41.21%
59 2018 Omar Segura Senior Vice President of Store Operations 308.1K 193.7K 193.8K 197.2K 8.1K 900.8K 43.01%
60 2018 Kevin McLain Senior Vice President, General Merchandise Manager 246.1K 154.7K 154.7K 157.5K 13.2K 726.1K 42.60%
61 2018 Kevin McLain Senior Vice President of Merchandising 246.1K 154.7K 154.7K 157.5K 13.2K 726.1K 42.60%
62 2017 Mark Butler President and Chief Executive Officer until December 1, 2019 645.2K 1.03M 1.03M 989.4K 79.5K 3.78M 54.64%
63 2017 Mark Butler President and Chief Executive Officer 645.2K 1.03M 1.03M 989.4K 79.5K 3.78M 54.64%
64 2017 John Swygert Executive Vice President, Chief Operating Officer and Secretary 426.9K 428.8K 428.7K 487.9K 14.0K 1.79M 48.00%
65 2017 John Swygert President and CEO 426.9K 428.8K 428.7K 487.9K 14.0K 1.79M 48.00%
66 2017 Omar Segura Senior Vice President of Store Operations 298.1K 150.0K 150.0K 196.7K 8.1K 802.9K 37.36%
67 2017 Jay Stasz Senior Vice President, Chief Financial Officer 259.6K 155.0K 155.0K 170.3K 15.0K 755.0K 41.06%
68 2017 Kevin McLain Senior Vice President of Merchandising 238.9K 120.0K 120.0K 157.7K 13.2K 649.9K 36.93%
69 2016 Mark Butler President and Chief Executive Officer 600.0K 952.5K 952.5K 1.03M 78.0K 3.61M 52.73%
70 2016 John Swygert Executive Vice President, Chief Financial Officer and Secretary 400.0K 352.5K 352.5K 515.0K 14.6K 1.63M 43.13%
71 2016 John Swygert Executive Vice President, Chief Operating Officer and Secretary 400.0K 352.5K 352.5K 515.0K 14.6K 1.63M 43.13%
72 2016 Omar Segura Senior Vice President of Store Operations 289.0K 150.0K 150.0K 206.7K 4.6K 800.3K 37.49%
73 2016 Jay Stasz Senior Vice President of Finance and Chief Accounting Officer 250.0K 137.5K 137.5K 178.8K 13.7K 717.5K 38.33%
74 2016 Jay Stasz Senior Vice President, Chief Financial Officer 250.0K 137.5K 137.5K 178.8K 13.7K 717.5K 38.33%
75 2016 Howard Freedman Vice President of Merchandising 224.0K 120.0K 120.0K 160.2K 5.8K 630.0K 38.10%
76 2015 Mark Butler President and Chief Executive Officer 571.0K 896.9K 951.6K 85.6K 2.51M 35.81%
77 2015 John Swygert Executive Vice President, Chief Operating Officer and Secretary 387.7K 1.38M 484.7K 18.6K 2.27M 60.78%
78 2015 John Swygert Executive Vice President, Chief Financial Officer and Secretary 387.7K 1.38M 484.7K 18.6K 2.27M 60.77%
79 2015 Omar Segura Senior Vice President of Store Operations 283.5K 403.5K 198.4K 3.8K 889.1K 45.38%
80 2015 Howard Freedman Vice President of Merchandising 218.2K 373.4K 152.7K 5.7K 750.0K 49.79%
81 2015 Jay Stasz Senior Vice President of Finance and Chief Accounting Officer 47.1K 279.0K 33.0K 76.4K 435.5K 64.06%
82 2014 Omar Segura Senior Vice President of Store Operations 275.0K 792.7K 131.4K 112.7K 1.31M 60.43%
83 2014 Mark Butler President and Chief Executive Officer 521.3K 440.3K 104.6K 1.07M 0.00%
84 2014 John Swygert Executive Vice President, Chief Financial Officer and Secretary 353.1K 396.4K 223.6K 19.8K 992.9K 39.92%
85 2014 Howard Freedman Vice President of Merchandising 203.2K 117.9K 8.3K 329.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2025-05-01 DEFA14A
2025-05-01 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 SC 13G/A
2026-04-30 SC 13G
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-23 SC 13G/A
2026-04-08 4
2026-04-03 4
2026-04-03 4
2026-04-03 4

Executive team

NameTitleCompensationGender
Eric van der Valk President, Chief Executive Officer & Director 2M male
John W. Swygert Jr. Executive Chairman 1M male
Robert F. Helm Executive Vice President & Chief Financial Officer 1M male
Christopher Zender Executive Vice President & Chief Operating Officer 919.1K male
James J. Comitale Senior Vice President, General Counsel & Corporate Secretary 584.8K male
Kevin McLain Senior Vice President & General Merchandise Manager 581.7K male
Shane Thornton Senior Vice President & General Merchandise Manager 581.7K male
Larry Kraus Senior Vice President & Chief Information Officer 289.5K male
Lyn Rhoads Walther Executive female
John Rouleau Managing Director of Corporate Communications & Business Development male
Tom Kuypers Senior Vice President of Marketing & Advertising
ESG Rating
B
DISCOUNT STORES
2026
E (Environmental)
59.0 / 66.9
Company / Sector avg.
S (Social)
59.5 / 62.4
Company / Sector avg.
G (Governance)
98.2 / 62.7
Company / Sector avg.
ESG Total
72.2 / 64.0
Company / Sector avg.
ESG Score History DISCOUNT STORES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2024-12-18 2024-12-31 Markwayne Mullin OK Spouse Sale (Full) $15,001 - $50,000
2024-01-04 2024-01-26 Markwayne Mullin OK Spouse Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-05-23 2022-06-10 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-03-04 2022-04-17 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2022-01-11 2022-02-16 Lois Frankel FL21 Self Sale (Full) $1,001 - $15,000
2022-01-10 2022-02-16 Lois Frankel FL21 Self Sale (Partial) $1,001 - $15,000
2022-01-10 2022-02-18 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2021-12-09 2022-01-10 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2021-09-28 2021-11-01 Lois Frankel FL21 Self Purchase $1,001 - $15,000
2021-04-09 2021-05-07 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
2021-02-25 2021-03-10 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2020-05-21 2020-06-16 Gilbert Cisneros CA31 Sale (Partial) $1,001 - $15,000
2020-04-27 2020-05-28 Lois Frankel FL21 Self $1,001 - $15,000
2020-02-28 2020-03-23 Lois Frankel FL21 Self Purchase $1,001 - $15,000
2020-02-21 2020-03-10 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2020-02-05 2020-02-14 Greg Gianforte MT00 Joint Purchase $100,001 - $250,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

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