Ollie's Bargain Outlet Holdings, Inc. (OLLI)
Harrisburg, PA, US
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.
Based on only 1 article — low confidence
- Down 21.0% in 4 Weeks, Here's Why Ollie's Bargain Outlet (OLLI) Looks Ripe for a Turnaround Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.62% | -2.21% | -6.86% | -23.00% | -32.63% | -27.25% | -27.45% | +34.40% | -7.94% | +212.46% | +277.02% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 10 | 0 |
| Hold | 2 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
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
|
| 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 |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 | — | — |
| 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 | ↗ |
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Community Opinion for OLLI
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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