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Oxford Industries, Inc. (OXM)

USD38.55 +1.32 (+3.53%)
US NYSE Consumer Cyclical Apparel - Manufacturers
Address 999 Peachtree Street, NE 30309
Atlanta, GA, US
CEO Thomas Caldecot Chubb
IPO 1980-03-17
CIK 75288 ISIN US6914973093

Explore sections of this company profile

Description

Oxford Industries, Inc. (OII) operates globally as a lifestyle apparel and accessories enterprise, engaged in the development, procurement, promotion, and sale of various branded products. Its portfolio includes several distinct labels: Tommy Bahama: Offers a diverse range of men's and women's casual wear and related merchandise. Lilly Pulitzer: Specializes in women's and girls' apparel, including dresses, sportswear, and an array of accessories like scarves, bags, jewelry, belts, footwear, and children's swimwear. Southern Tide: Focuses on men's clothing such as shirts, pants, shorts, outerwear, ties, and swimwear, complemented by footwear and accessories, with growing collections for women and youth. OII also manages additional brands: The Beaufort Bonnet Company: Provides upscale children's attire and accessories, encompassing bonnets, hats, clothing, and swimwear, sold through its e-commerce site and wholesale partners. Duck Head: Delivers men's apparel, specifically pants, shorts, and tops, available via its website and wholesale specialty retailers. Furthermore, OII extends its brand presence through licensing agreements. The Tommy Bahama brand is licensed for a broad spectrum of items, including indoor and outdoor furniture, beach equipment, bedding and bath textiles, various fabrics, leather goods, headwear, hosiery, sleepwear, personal care products (shampoo, toiletries, fragrances), cigar accessories, and distilled spirits. Lilly Pulitzer's trademark adorns stationery, gift items, home furnishings, and eyewear, while Southern Tide's brand is licensed for bed and bath products. The company's merchandise reaches consumers through a comprehensive multi-channel distribution network. This includes its own physical retail outlets, major department stores, specialized boutiques, various multi-branded e-commerce platforms, off-price retailers, and its dedicated online stores. As of January 29, 2022, Oxford Industries, Inc. maintained a physical presence comprising 186 full-price, brand-specific retail stores, 21 Tommy Bahama food and beverage establishments, and 35 Tommy Bahama outlet stores. Established in 1942, Oxford Industries, Inc. has its corporate headquarters situated in Atlanta, Georgia.

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
USD38.55 +1.32 (+3.53%)
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Volume Profile
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Liquidity & share structure
Average Volume
412.9K
Beta
1.01
Float Shares
13.91M
Free Float %
93.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-17.01% -19.48% -17.78% -3.93% +12.74% +5.03% -28.20% -64.33% -66.14% -38.19% +1,192.09%
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 (21 ratings, all time) Buy
Price Targets & DCF
Current price
38.55
Low 40.00 +3.8%
Consensus 42.00 +9.0%
Median 42.00 +9.0%
High 44.00 +14.2%
DCF (Unlevered) 78.71 +104.2%
DCF (Levered) 78.19 +102.8%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 6 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 4
42.25
+9.6%
Last Quarter 6
39.50
+2.5%
Last Year 12
38.00
-1.4%
All Time 25
74.08
+92.2%
Quality scores
Altman Z-Score
1.71
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Apparel - Manufacturers: +3.9%
    -2.6% Q2'26: -0.4% (vs Q2'25)
  • EPS growth Apparel - Manufacturers: +10.5%
    -131.7% Q2'26: -41.2% (vs Q2'25)
  • FCF margin FCF growth · Apparel - Manufacturers: +37.5%
    +2.3% Q2'26: -3.8% (vs Q2'25)
  • EBIT margin Apparel - Manufacturers: +8.0%
    +0.9% Q2'26: +4.2% (vs Q2'25)
  • ROIC Apparel - Manufacturers: +6.0%
    +1.3% Q2'26: +4.5% (vs Q2'25)
  • Share dilution Apparel - Manufacturers: +0.0%
    -5.5% Q2'26: -2.6% (vs Q2'25)
  • Debt / EBITDA Net debt/EBITDA · Apparel - Manufacturers: 0.02×
    7.06× Q2'26: 4.49× (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 (1.01) × ERP
WACC = 49% × Ke + 51% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 86.07 Current price: 38.55
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 1994
actual
Jan 1998
actual
Jan 2005
actual
Jan 2006
actual
Jan 2007
actual
Jan 2008
actual
Jan 2009
actual
Jan 2010
actual
Jan 2012
actual
Jan 2013
actual
Jan 2014
actual
Jan 2015
actual
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
4 Rev. Ana.
3 EPS Ana.
Jan 2027
4 Rev. Ana.
3 EPS Ana.
Jan 2028
4 Rev. Ana.
3 EPS Ana.
Jan 2029
2 Rev. Ana.
1 EPS Ana.
Revenue
624.60M
est: 532.02M (+17.4%)
774.50M
est: 645.27M (+20.0%)
1.31B
est: 1.06B (+24.5%)
1.11B
est: 1.00B (+10.4%)
1.13B
est: 1.14B (-0.6%)
695.80M
est: 1.22B (-42.8%)
947.52M
est: 782.30M (+21.1%)
800.66M
est: 447.65M (+78.9%)
758.91M
est: 648.12M (+17.1%)
855.54M
est: 798.50M (+7.1%)
917.10M
est: 922.41M (-0.6%)
997.81M
est: 997.26M (+0.1%)
969.29M
est: 976.00M (-0.7%)
1.02B
est: 1.03B (-0.5%)
1.09B
est: 1.09B (+0.1%)
1.11B
est: 1.11B (-0.2%)
1.12B
est: 1.13B (-0.8%)
748.83M
est: 744.53M (+0.6%)
1.14B
est: 1.14B (+0.3%)
1.41B
est: 1.41B (+0.2%)
1.57B
est: 1.55B (+1.4%)
1.52B
est: 1.51B (+0.4%)
1.48B
1.47B – 1.48B
-2.3% YoY
1.50B
1.49B – 1.51B
+1.7% YoY
1.54B
1.53B – 1.55B
+2.7% YoY
1.57B
1.57B – 1.57B
+2.2% YoY
EBITDA
41.60M
est: 31.04M (+34.0%)
51.90M
est: 40.08M (+29.5%)
119.58M
est: 85.72M (+39.5%)
120.85M
est: 96.54M (+25.2%)
126.08M
est: 117.51M (+7.3%)
58.73M
est: 92.81M (-36.7%)
-230.90M
est: 567.49M (-140.7%)
39.33M
est: -284.94M (+113.8%)
86.95M
est: 113.39M (-23.3%)
101.59M
est: 88.31M (+15.0%)
129.59M
est: 100.90M (+28.4%)
130.74M
est: 121.14M (+7.9%)
133.94M
est: 99.00M (+35.3%)
132.10M
est: 138.86M (-4.9%)
128.40M
est: 129.35M (-0.7%)
133.08M
est: 142.23M (-6.4%)
133.96M
est: 127.79M (+4.8%)
-83.76M
est: -110.87M (+24.4%)
205.45M
est: 142.94M (+43.7%)
266.38M
est: 196.22M (+35.8%)
145.05M
est: 197.77M (-26.7%)
186.91M
est: 192.72M (-3.0%)
188.27M
187.44M – 189.01M
-2.3% YoY
191.55M
190.28M – 192.31M
+1.7% YoY
196.65M
195.78M – 197.42M
+2.7% YoY
200.91M
200.91M – 200.91M
+2.2% YoY
EBIT
34.60M
est: 27.02M (+28.1%)
43.80M
est: 35.73M (+22.6%)
104.73M
est: 87.07M (+20.3%)
98.12M
est: 104.29M (-5.9%)
100.49M
est: 92.15M (+9.1%)
40.99M
est: 87.94M (-53.4%)
-263.52M
est: 257.33M (-202.4%)
41.15M
est: -300.20M (+113.7%)
59.79M
est: 57.45M (+4.1%)
59.83M
est: 69.22M (-13.6%)
96.31M
est: 67.21M (+43.3%)
92.82M
est: 80.12M (+15.9%)
97.51M
est: 88.10M (+10.7%)
89.88M
est: 96.77M (-7.1%)
86.00M
est: 90.19M (-4.6%)
90.59M
est: 86.41M (+4.8%)
93.68M
est: 90.87M (+3.1%)
-123.85M
est: -174.85M (+29.2%)
165.50M
est: 102.89M (+60.8%)
218.77M
est: 154.27M (+41.8%)
80.98M
est: 136.16M (-40.5%)
119.04M
est: 132.68M (-10.3%)
129.62M
129.04M – 130.13M
-2.3% YoY
131.88M
131.00M – 132.40M
+1.7% YoY
135.38M
134.79M – 135.92M
+2.7% YoY
138.32M
138.32M – 138.32M
+2.2% YoY
Net Income
19.20M
est: 14.93M (+28.6%)
24.60M
est: 19.84M (+24.0%)
49.83M
est: 39.08M (+27.5%)
70.47M
est: 51.87M (+35.9%)
52.14M
est: 68.88M (-24.3%)
19.22M
est: 46.02M (-58.2%)
-265.81M
est: 622.30M (-142.7%)
14.62M
est: -302.39M (+104.8%)
29.38M
est: 67.06M (-56.2%)
31.32M
est: 31.47M (-0.5%)
45.29M
est: 34.88M (+29.9%)
45.76M
est: 42.21M (+8.4%)
30.56M
est: 26.61M (+14.8%)
52.46M
est: 58.43M (-10.2%)
65.09M
est: 52.28M (+24.5%)
66.29M
est: 72.99M (-9.2%)
68.49M
est: 67.15M (+2.0%)
-95.69M
est: -137.33M (+30.3%)
131.32M
est: 85.28M (+54.0%)
165.74M
est: 161.71M (+2.5%)
60.70M
est: 38.91M (+56.0%)
92.97M
est: 98.65M (-5.8%)
33.63M
32.96M – 34.30M
-65.9% YoY
36.88M
35.12M – 38.64M
+9.7% YoY
45.70M
45.45M – 45.95M
+23.9% YoY
47.60M
47.34M – 47.86M
+4.2% YoY
SGA
91.20M
est: 78.07M (+16.8%)
111.00M
est: 91.02M (+21.9%)
336.61M
est: 275.64M (+22.1%)
339.07M
est: 319.32M (+6.2%)
356.97M
est: 335.26M (+6.5%)
244.03M
est: 377.03M (-35.3%)
358.07M
est: 428.12M (-16.4%)
304.33M
est: 354.56M (-14.2%)
358.58M
est: 307.88M (+16.5%)
410.74M
est: 380.80M (+7.9%)
447.65M
est: 451.51M (-0.9%)
488.92M
est: 496.26M (-1.5%)
475.03M
est: 482.05M (-1.5%)
507.07M
est: 516.32M (-1.8%)
540.52M
est: 508.62M (+6.3%)
560.51M
est: 577.50M (-2.9%)
566.15M
est: 512.22M (+10.5%)
492.63M
est: 710.99M (-30.7%)
573.64M
est: 647.46M (-11.4%)
692.00M
est: 495.70M (+39.6%)
820.71M
est: 815.66M (+0.6%)
854.85M
est: 794.84M (+7.6%)
776.47M
773.04M – 779.53M
-2.3% YoY
790.01M
784.75M – 793.13M
+1.7% YoY
811.01M
807.44M – 814.21M
+2.7% YoY
828.59M
828.59M – 828.59M
+2.2% YoY
EPS
1.12
est: 0.78 (+43.6%)
1.40
est: 0.94 (+48.9%)
2.97
est: 2.20 (+35.0%)
4.03
est: 2.66 (+51.5%)
2.95
est: 3.19 (-7.5%)
1.12
est: 2.71 (-58.6%)
-16.65
est: 1.63 (-1,121.5%)
0.90
est: 0.49 (+85.6%)
1.78
est: 1.79 (-0.6%)
1.89
est: 2.33 (-18.9%)
2.75
est: 2.56 (+7.4%)
2.79
est: 2.92 (-4.5%)
1.86
est: 3.59 (-48.2%)
3.18
est: 3.59 (-11.5%)
3.92
est: 3.65 (+7.4%)
3.97
est: 4.29 (-7.5%)
4.09
est: 4.34 (-5.7%)
-5.77
est: -1.73 (-232.8%)
7.90
est: 7.75 (+2.0%)
10.42
est: 10.75 (-3.0%)
3.89
est: 2.60 (+49.5%)
5.94
est: 6.59 (-9.9%)
2.23
2.20 – 2.29
-66.2% YoY
2.46
2.35 – 2.58
+10.0% YoY
3.06
3.04 – 3.07
+24.4% YoY
3.18
3.16 – 3.20
+4.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-06-11 Truist Securities Hold Hold Maintain
2026-06-02 UBS Neutral Neutral Maintain
2026-04-22 Telsey Advisory Group Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-06-11 C 2/5 4/5 1/5 1/5 1/5 1/5 3/5
2026-06-10 C- 1/5 4/5 1/5 1/5 1/5 1/5 1/5
2026-06-09 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-06-08 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-06-05 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-06-04 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-06-03 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-06-02 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-06-01 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-28 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-27 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-26 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-22 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-20 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-19 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-18 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-15 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-14 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-13 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-12 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-11 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-08 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 4/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-3.52M
OE per share TTM
-0.19
Owner's Yield
-0.66%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
38.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
202
Total invested
644.80M
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 2.64M 15.60% 2.58M 2.64M HC Delaware 2022-02-07
2 The Vanguard Group - 23-1945930 1.94M 11.47% 1.91M 29.4K IA Pennsylvania 2022-02-10
3 JOHN HICKS LANIER 1.44M 11.00% 1.44M 1.44M IN UNITED STATES 2015-02-06
4 BlackRock for purposes of Schedule 13G filings. 1.08M 6.52% 1.08M 1.08M HC Delaware 2010-01-29
5 Robeco Investment Management, Inc. 1.02M 4.00% 475.2K 1.02M IA Delaware 2010-02-12
6 98-0557567 949.0K 6.00% 941.9K 949.0K IA, HC Bermuda 2023-02-08
7 Fidelity Capital Appreciation Fund 914.1K 5.55% 914.1K IV Delaware 2014-10-10
8 Abigail P. Johnson 906.3K 5.77% 906.3K IN 2024-11-12
9 FMR LLC 906.3K 5.77% 905.5K 906.3K HC 2024-11-12
10 58-1575035 877.7K 5.30% BK, HC Georgia 2013-02-07
11 L.P. 791.1K 4.70% 791.1K 791.1K HC, PN New York United States America 2022-02-14
12 Management Group Inc. 791.1K 4.70% 791.1K 791.1K HC, CO New York United States America 2022-02-14
13 Daruma Capital Management, LLC 736.5K 4.44% 377.2K IA Delaware 2016-02-12
14 Mariko O. Gordon 736.5K 4.44% 377.2K HC, IN Delaware 2016-02-12
15 Edward C. Johnson 3d 701.9K 4.26% 701.9K IN United States of America 2015-02-13
16 Kornitzer Capital Management, Inc. ("KCM"), 48-1069845 439.5K 11.00% 439.5K 413.2K 26.4K IA Kansas 2016-01-22

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
202
+6 vs prev Q
New positions
35
Closed positions
30
Increased
105
Reduced
58
Put/Call ratio
5.24
Calls held
30.6K
Puts held
160.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 FMR LLC 2.23M +1.2M (+113.5%) 76.32M +34.0M (+80.1%) 15.01% +8.141 pp 0.00% +0.002 pp USD60.32 -43.3% 39 qtrs
2 BLACKROCK, INC. 2.20M +100.8K (+4.8%) 75.15M -9.8M (-11.6%) 14.78% +1.003 pp 0.00% 0.000 pp USD83.54 -59.1% 6 qtrs
3 VANGUARD GROUP INC 1.05M -262.1K (-20.0%) 35.94M -17.3M (-32.5%) 7.07% -1.559 pp 0.00% 0.000 pp USD64.71 -47.1% 84 qtrs
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 754.8K +45.5K (+6.4%) 25.81M -2.9M (-10.2%) 5.08% +0.416 pp 0.00% -0.001 pp USD83.34 -59.0% 100 qtrs
5 DIMENSIONAL FUND ADVISORS LP 685.9K -121.7K (-15.1%) 23.46M -9.3M (-28.4%) 4.61% -0.693 pp 0.00% -0.002 pp USD70.73 -51.6% 51 qtrs
6 AMERICAN CENTURY COMPANIES INC 603.8K +8.7K (+1.5%) 20.65M -3.5M (-14.4%) 4.06% +0.151 pp 0.01% -0.002 pp USD83.05 -58.8% 24 qtrs
7 STATE STREET CORP 552.9K -3.1K (-0.6%) 18.91M -3.6M (-16.1%) 3.72% +0.066 pp 0.00% 0.000 pp USD71.14 -51.9% 51 qtrs
8 ALLIANCEBERNSTEIN L.P. 502.8K +485.1K (+2,728.3%) 17.20M +16.5M (+2,286.0%) 3.38% +3.265 pp 0.01% +0.005 pp USD35.05 -2.4% 61 qtrs
9 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 491.9K +20.4K (+4.3%) 16.82M -2.3M (-12.0%) 3.31% +0.210 pp 0.01% -0.002 pp USD69.43 -50.7% 24 qtrs
10 SILVERCREST ASSET MANAGEMENT GROUP LLC 438.9K -110.5K (-20.1%) 15.01M -7.3M (-32.6%) 2.95% -0.658 pp 0.10% -0.044 pp USD79.37 -56.9% 30 qtrs
11 GEODE CAPITAL MANAGEMENT, LLC 337.7K +944.0 (+0.3%) 11.55M -2.1M (-15.4%) 2.27% +0.059 pp 0.00% 0.000 pp USD72.13 -52.6% 78 qtrs
12 BANK OF AMERICA CORP /DE/ 334.1K -106.7K (-24.2%) 11.43M -6.4M (-36.1%) 2.25% -0.649 pp 0.00% 0.000 pp USD84.92 -59.7% 52 qtrs
13 MILLENNIUM MANAGEMENT LLC 326.6K +304.5K (+1,374.3%) 11.17M +10.3M (+1,143.8%) 2.20% +2.051 pp 0.00% +0.004 pp USD35.85 -4.6% 47 qtrs
14 TWO SIGMA INVESTMENTS, LP 300.1K +108.4K (+56.5%) 10.26M +2.5M (+32.0%) 2.02% +0.758 pp 0.01% +0.003 pp USD38.21 -10.5% 3 qtrs
15 WELLINGTON MANAGEMENT GROUP LLP 293.0K +47.3K (+19.2%) 10.02M +59.1K (+0.6%) 1.97% +0.356 pp 0.00% +0.000 pp USD84.88 -59.7% 14 qtrs
16 SCHRODER INVESTMENT MANAGEMENT GROUP 271.1K -7.2K (-2.6%) 9.11M -2.2M (-19.3%) 1.82% -0.005 pp 0.01% -0.002 pp USD75.40 -54.6% 36 qtrs
17 MORGAN STANLEY 261.0K -262.9K (-50.2%) 8.93M -12.3M (-58.0%) 1.76% -1.687 pp 0.00% -0.001 pp USD79.28 -56.9% 51 qtrs
18 GW&K INVESTMENT MANAGEMENT, LLC 256.5K -15.3K (-5.6%) 8.77M -2.2M (-20.4%) 1.72% -0.061 pp 0.08% -0.022 pp USD75.86 -54.9% 49 qtrs
19 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 248.2K +23.9K (+10.6%) 8.49M -606.4K (-6.7%) 1.67% +0.195 pp 0.03% -0.003 pp USD66.44 -48.5% 10 qtrs
20 RBO & CO LLC 220.6K -73.5K (-25.0%) 7.55M -4.4M (-36.7%) 1.48% -0.448 pp 1.20% -0.664 pp USD55.59 -38.5% 37 qtrs
21 AMERIPRISE FINANCIAL INC 212.5K +161.7K (+318.7%) 7.27M +5.2M (+253.2%) 1.43% +1.096 pp 0.00% +0.001 pp USD45.46 -24.8% 55 qtrs
22 EARNEST PARTNERS LLC 196.2K -18.2K (-8.5%) 6.71M -2.0M (-22.8%) 1.32% -0.089 pp 0.03% -0.009 pp USD77.99 -56.1% 11 qtrs
23 ALLIANZ ASSET MANAGEMENT GMBH 191.7K +69.1K (+56.4%) 6.56M +1.6M (+31.9%) 1.29% +0.484 pp 0.01% +0.001 pp USD38.17 -10.4% 3 qtrs
24 GOLDMAN SACHS GROUP INC 184.3K -72.9K (-28.4%) 6.30M -4.1M (-39.6%) 1.24% -0.451 pp 0.00% -0.001 pp USD63.03 -45.7% 73 qtrs
25 INVESCO LTD. 170.1K +60.6K (+55.4%) 5.82M +1.4M (+31.1%) 1.14% +0.425 pp 0.00% +0.000 pp USD63.35 -46.0% 57 qtrs
26 PINNACLE ASSOCIATES LTD 163.3K +78.2K (+92.0%) 5.58M +2.1M (+62.0%) 1.10% +0.539 pp 0.07% +0.026 pp USD37.47 -8.7% 3 qtrs
27 CITADEL ADVISORS LLC 153.8K +59.6K (+63.3%) 5.26M +1.4M (+37.8%) 1.03% +0.416 pp 0.00% +0.000 pp USD48.41 -29.4% 52 qtrs
28 UBS GROUP AG 150.2K +101.3K (+207.4%) 5.14M +3.2M (+159.3%) 1.01% +0.689 pp 0.00% +0.001 pp USD49.40 -30.8% 45 qtrs
29 HEARTLAND ADVISORS INC 150.0K +25.0K (+20.0%) 5.13M +62.5K (+1.2%) 1.01% +0.188 pp 0.28% +0.009 pp USD39.48 -13.4% 2 qtrs
30 NORTHERN TRUST CORP 145.1K -8.2K (-5.3%) 4.96M -1.3M (-20.1%) 0.98% -0.031 pp 0.00% 0.000 pp USD64.22 -46.7% 51 qtrs
31 TRUIST FINANCIAL CORP 139.0K +19.0 (+0.0%) 4.75M -880.3K (-15.6%) 0.93% +0.022 pp 0.01% -0.001 pp USD75.85 -54.9% 25 qtrs
32 D. E. SHAW & CO., INC. 133.0K +18.7K (+16.3%) 4.55M -87.2K (-1.9%) 0.89% +0.143 pp 0.00% 0.000 pp USD53.72 -36.3% 7 qtrs
33 DUPREE FINANCIAL GROUP, LLC 131.4K +131.4K (+100.0%) 4.49M +4.5M (+100.0%) 0.88% +0.883 pp 1.64% +1.637 pp USD34.20 +0.0% 1 qtrs NEW
34 INVENOMIC CAPITAL MANAGEMENT LP 128.8K +75.4K (+141.4%) 4.40M +2.2M (+103.7%) 0.87% +0.516 pp 0.21% +0.100 pp USD49.71 -31.2% 6 qtrs
35 TWO SIGMA ADVISERS, LP 113.6K +33.8K (+42.4%) 3.89M +650.0K (+20.1%) 0.76% +0.240 pp 0.01% +0.001 pp USD38.62 -11.4% 3 qtrs
36 VICTORY CAPITAL MANAGEMENT INC 101.8K +101.8K (+100.0%) 3.48M +3.5M (+100.0%) 0.68% +0.684 pp 0.00% +0.002 pp USD34.20 +0.0% 1 qtrs NEW
37 BANK OF NEW YORK MELLON CORP 94.2K -117.4K (-55.5%) 3.22M -5.4M (-62.4%) 0.63% -0.757 pp 0.00% -0.001 pp USD64.55 -47.0% 66 qtrs
38 ENVESTNET ASSET MANAGEMENT INC 88.4K -17.9K (-16.9%) 3.02M -1.3M (-29.9%) 0.59% -0.104 pp 0.00% 0.000 pp USD83.18 -58.9% 37 qtrs
39 PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 86.0K +86.0K (+100.0%) 2.94M +2.9M (+100.0%) 0.58% +0.578 pp 0.27% +0.273 pp USD34.20 +0.0% 1 qtrs NEW
40 LAZARD ASSET MANAGEMENT LLC 83.9K -90.4K (-51.9%) 2.87M -4.2M (-59.4%) 0.56% -0.581 pp 0.00% -0.005 pp USD40.60 -15.8% 18 qtrs
41 INSPIRE ADVISORS, LLC 73.6K +7.1K (+10.7%) 2.52M -177.7K (-6.6%) 0.49% +0.058 pp 0.23% -0.026 pp USD39.72 -13.9% 3 qtrs
42 WELLS FARGO & COMPANY/MN 69.9K -9.4K (-11.9%) 2.39M -823.7K (-25.6%) 0.47% -0.051 pp 0.00% 0.000 pp USD80.21 -57.4% 57 qtrs
43 PRINCIPAL FINANCIAL GROUP INC 66.6K -1.2K (-1.7%) 2.28M -469.7K (-17.1%) 0.45% +0.003 pp 0.00% 0.000 pp USD59.75 -42.8% 81 qtrs
44 VERITION FUND MANAGEMENT LLC 54.7K +29.2K (+114.2%) 1.87M +835.7K (+80.7%) 0.37% +0.200 pp 0.01% +0.003 pp USD50.42 -32.2% 14 qtrs
45 BARCLAYS PLC 54.1K +5.7K (+11.7%) 1.85M -2.4M (-56.0%) 0.36% +0.046 pp 0.00% -0.001 pp USD76.90 -55.5% 51 qtrs
46 AQR CAPITAL MANAGEMENT LLC 52.9K +4.7K (+9.8%) 1.81M -143.1K (-7.3%) 0.36% +0.039 pp 0.00% 0.000 pp USD44.80 -23.7% 19 qtrs
47 LSV ASSET MANAGEMENT 52.3K +3.7K (+7.6%) 1.79M -181.0K (-9.2%) 0.35% +0.032 pp 0.00% 0.000 pp USD42.98 -20.4% 11 qtrs
48 JPMORGAN CHASE & CO 51.1K +35.0K (+217.1%) 1.75M +1.1M (+167.5%) 0.34% +0.238 pp 0.00% +0.000 pp USD45.32 -24.5% 41 qtrs
49 NUVEEN, LLC 48.9K +3.9K (+8.6%) 1.67M -153.0K (-8.4%) 0.33% +0.033 pp 0.00% +0.000 pp USD54.76 -37.5% 4 qtrs
50 XTX TOPCO LTD 48.7K +27.6K (+130.3%) 1.67M +808.7K (+94.3%) 0.33% +0.189 pp 0.04% -0.001 pp USD44.94 -23.9% 6 qtrs
51 PUBLIC SECTOR PENSION INVESTMENT BOARD 48.4K -6.4K (-11.7%) 1.65M -567.3K (-25.5%) 0.33% -0.035 pp 0.01% -0.003 pp USD70.61 -51.6% 58 qtrs
52 RHUMBLINE ADVISERS 43.7K -2.2K (-4.7%) 1.49M -364.5K (-19.6%) 0.29% -0.007 pp 0.00% 0.000 pp USD68.45 -50.0% 55 qtrs
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 36.9K -35.6K (-49.1%) 1.26M -1.7M (-57.1%) 0.25% -0.228 pp 0.00% 0.000 pp USD62.36 -45.2% 51 qtrs
54 LEGAL & GENERAL GROUP PLC 36.5K -871.0 (-2.3%) 1.25M -266.6K (-17.6%) 0.25% 0.000 pp 0.00% 0.000 pp USD70.27 -51.3% 46 qtrs
55 SEI INVESTMENTS CO 35.3K +2.7K (+8.2%) 1.21M -114.8K (-8.7%) 0.24% +0.023 pp 0.00% 0.000 pp USD62.67 -45.4% 45 qtrs
56 JANE STREET GROUP, LLC 32.8K +7.3K (+28.6%) 1.12M +88.0K (+8.5%) 0.22% +0.053 pp 0.00% +0.000 pp USD39.13 -12.6% 4 qtrs
57 SWISS NATIONAL BANK 27.8K -1.1K (-3.8%) 950.8K -220.8K (-18.8%) 0.19% -0.003 pp 0.00% 0.000 pp USD69.31 -50.7% 51 qtrs
58 INTECH INVESTMENT MANAGEMENT LLC 27.4K +20.8K (+319.7%) 935.8K +671.5K (+254.1%) 0.18% +0.141 pp 0.01% +0.006 pp USD44.82 -23.7% 6 qtrs
59 MONIMUS CAPITAL MANAGEMENT, LP 24.7K +24.7K (+100.0%) 844.5K +844.5K (+100.0%) 0.17% +0.166 pp 0.56% +0.557 pp USD34.20 +0.0% 1 qtrs NEW
60 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 23.8K -509.0 (-2.1%) 813.0K -171.0K (-17.4%) 0.16% +0.000 pp 0.00% 0.000 pp USD65.39 -47.7% 51 qtrs
61 CAXTON ASSOCIATES LLP 21.5K +21.5K (+100.0%) 736.8K +736.8K (+100.0%) 0.14% +0.145 pp 0.01% +0.014 pp USD34.20 +0.0% 1 qtrs NEW
62 QUANTBOT TECHNOLOGIES LP 21.5K +21.5K (+100.0%) 735.0K +735.0K (+100.0%) 0.14% +0.145 pp 0.02% +0.024 pp USD34.20 +0.0% 1 qtrs NEW
63 CREATIVE PLANNING 21.2K +8.3K (+64.2%) 724.5K +201.5K (+38.5%) 0.14% +0.058 pp 0.00% +0.000 pp USD51.11 -33.1% 13 qtrs
64 KINGSVIEW WEALTH MANAGEMENT, LLC 20.4K +7.5K (+58.6%) 697.6K +176.2K (+33.8%) 0.14% +0.053 pp 0.01% +0.002 pp USD38.20 -10.5% 2 qtrs
65 UBS ASSET MANAGEMENT AMERICAS INC 20.2K +13.0 (+0.1%) 690.9K -127.5K (-15.6%) 0.14% +0.003 pp 0.00% +0.000 pp USD62.97 -45.7% 51 qtrs
66 CASSADAY & CO WEALTH MANAGEMENT LLC 20.1K +— (+0.0%) 687.2K -127.4K (-15.6%) 0.14% +0.003 pp 0.01% -0.004 pp USD81.99 -58.3% 13 qtrs
67 WEDGE CAPITAL MANAGEMENT L L P/NC 18.8K -386.0 (-2.0%) 642.2K -134.7K (-17.3%) 0.13% +0.000 pp 0.01% -0.002 pp USD68.50 -50.1% 37 qtrs
68 UNISON ADVISORS LLC 18.4K +18.4K (+100.0%) 628.3K +628.3K (+100.0%) 0.12% +0.124 pp 0.05% +0.055 pp USD34.20 +0.0% 1 qtrs NEW
69 SUMMERHAVEN INVESTMENT MANAGEMENT, LLC 17.4K +— (+0.0%) 596.4K -110.6K (-15.6%) 0.12% +0.003 pp 0.34% -0.073 pp USD40.54 -15.6% 2 qtrs
70 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 16.7K +16.7K (+100.0%) 570.9K +570.9K (+100.0%) 0.11% +0.112 pp 0.00% +0.002 pp USD34.20 +0.0% 1 qtrs NEW
71 ACADIAN ASSET MANAGEMENT LLC 16.5K +8.9K (+116.8%) 562.0K +255.0K (+83.1%) 0.11% +0.061 pp 0.00% +0.000 pp USD37.12 -7.9% 2 qtrs
72 CETERA INVESTMENT ADVISERS 15.9K -4.7K (-22.7%) 543.9K -289.7K (-34.7%) 0.11% -0.028 pp 0.00% 0.000 pp USD40.54 -15.6% 2 qtrs
73 GUGGENHEIM CAPITAL LLC 14.9K +14.9K (+100.0%) 509.8K +509.8K (+100.0%) 0.10% +0.100 pp 0.00% +0.004 pp USD34.20 +0.0% 1 qtrs NEW
74 LOS ANGELES CAPITAL MANAGEMENT LLC 13.7K +8.2K (+148.0%) 500.3K +276.3K (+123.4%) 0.09% +0.056 pp 0.00% +0.001 pp USD36.76 -7.0% 2 qtrs
75 VIDENT ADVISORY, LLC 14.4K +219.0 (+1.5%) 494.1K -82.7K (-14.3%) 0.10% +0.004 pp 0.00% -0.001 pp USD68.08 -49.8% 6 qtrs
76 VERSOR INVESTMENTS LP 14.4K +14.4K (+100.0%) 492.5K +492.5K (+100.0%) 0.10% +0.097 pp 0.08% +0.077 pp USD34.20 +0.0% 1 qtrs NEW
77 SG AMERICAS SECURITIES, LLC 14.3K +3.0K (+26.1%) 489.0K +29.0K (+6.3%) 0.10% +0.022 pp 0.00% -0.001 pp USD39.23 -12.8% 8 qtrs
78 FREESTONE GROVE PARTNERS LP 14.1K +691.0 (+5.2%) 480.9K -61.1K (-11.3%) 0.09% +0.007 pp 0.00% -0.001 pp USD51.64 -33.8% 5 qtrs
79 INSPIRE INVESTING, LLC 14.0K +2.5K (+22.0%) 478.8K +13.6K (+2.9%) 0.09% +0.019 pp 0.04% -0.002 pp USD58.51 -41.5% 20 qtrs
80 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 13.7K -11.0 (-0.1%) 469.3K -87.4K (-15.7%) 0.09% +0.002 pp 0.00% 0.000 pp USD58.99 -42.0% 52 qtrs
81 PRICE T ROWE ASSOCIATES INC /MD/ 13.2K +3.5K (+36.2%) 451.0K +58.0K (+14.8%) 0.09% +0.025 pp 0.00% +0.000 pp USD71.36 -52.1% 34 qtrs
82 PRUDENTIAL FINANCIAL INC 12.9K -914.0 (-6.6%) 442.8K -119.1K (-21.2%) 0.09% -0.004 pp 0.00% 0.000 pp USD80.37 -57.4% 85 qtrs
83 MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 12.6K -460.0 (-3.5%) 432.1K -98.7K (-18.6%) 0.09% -0.001 pp 0.00% -0.001 pp USD92.15 -62.9% 8 qtrs
84 GREAT WEST LIFE ASSURANCE CO /CAN/ 12.2K -1.2K (-8.6%) 416.0K -125.0K (-23.1%) 0.08% -0.006 pp 0.00% 0.000 pp USD81.12 -57.8% 49 qtrs
85 DEUTSCHE BANK AG\ 11.6K +506.0 (+4.5%) 397.8K -53.2K (-11.8%) 0.08% +0.005 pp 0.00% +0.000 pp USD84.35 -59.5% 50 qtrs
86 FRANKLIN RESOURCES INC 11.4K -196.0 (-1.7%) 388.6K -80.0K (-17.1%) 0.08% +0.001 pp 0.00% +0.000 pp USD40.54 -15.6% 2 qtrs
87 NISA INVESTMENT ADVISORS, LLC 11.2K -4.7K (-29.6%) 382.3K -261.4K (-40.6%) 0.08% -0.029 pp 0.00% -0.001 pp USD38.73 -11.7% 68 qtrs
88 BREVAN HOWARD CAPITAL MANAGEMENT LP 10.7K +3.0K (+38.6%) 364.5K +52.8K (+16.9%) 0.07% +0.021 pp 0.00% +0.003 pp USD53.67 -36.3% 5 qtrs
89 STATE OF ALASKA, DEPARTMENT OF REVENUE 10.0K +3.0K (+42.0%) 342.0K +56.0K (+19.6%) 0.07% +0.021 pp 0.00% +0.001 pp USD56.06 -39.0% 37 qtrs
90 THRIVENT FINANCIAL FOR LUTHERANS 9.6K -525.0 (-5.2%) 328.0K -83.0K (-20.2%) 0.06% -0.002 pp 0.00% 0.000 pp USD77.64 -56.0% 47 qtrs
91 PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC 8.9K +8.9K (+100.0%) 303.5K +303.5K (+100.0%) 0.06% +0.060 pp 0.02% +0.021 pp USD34.20 +0.0% 1 qtrs NEW
92 METLIFE INVESTMENT MANAGEMENT, LLC 8.8K +— (+0.0%) 302.3K -56.0K (-15.6%) 0.06% +0.001 pp 0.00% 0.000 pp USD82.26 -58.4% 33 qtrs
93 WBI INVESTMENTS, INC. 8.8K -893.0 (-9.2%) 301.7K -92.1K (-23.4%) 0.06% -0.005 pp 0.08% -0.022 pp USD40.54 -15.6% 2 qtrs
94 MEEDER ASSET MANAGEMENT INC 8.7K +5.6K (+183.0%) 298.4K +173.4K (+138.7%) 0.06% +0.038 pp 0.02% +0.009 pp USD36.44 -6.1% 2 qtrs
95 FOX RUN MANAGEMENT, L.L.C. 8.7K +8.7K (+100.0%) 298.0K +298.0K (+100.0%) 0.06% +0.059 pp 0.05% +0.046 pp USD34.20 +0.0% 1 qtrs NEW
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 102 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 iShares US Small Cap Value Factor ETF SVAL 0.37% 727.9K 0.20%
2 Inspire Small/Mid Cap ETF ISMD 0.21% 705.6K 0.53%
3 OneAscent Small Cap Core ETF OASC 0.17% 147.6K 0.64%
4 Franklin Small Cap Enhanced ETF FSML 0.11% 157.0K 0.45%
5 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.08% 1.43M 0.47%
6 Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF GSSC 0.08% 864.3K 0.20%
7 Avantis U.S. Small Cap Value ETF AVUV 0.08% 23.50M 0.25%
8 Franklin U.S. Small Cap Multifactor Index ETF FLQS 0.07% 38.6K 0.35%
9 JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE 0.07% 439.4K 0.29%
10 Vanguard S&P Small-Cap 600 Value ETF VIOV 0.07% 1.38M 0.10%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
7
Sells
0
Shares acquired
100.3K
Shares disposed
Cash buys
Cash sales
Net activity
+100,250
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-18 Wood Douglas B Officer A-Award A Restricted Stock Units 10,750 0.00 21,425 D
2026-03-18 Palakshappa Suraj A Officer A-Award A Restricted Stock Units 6,000 0.00 13,200 D
2026-03-18 Kelly Michelle M Officer A-Award A Restricted Stock Units 9,000 0.00 17,270 D
2026-03-18 Hernandez Tracey Officer A-Award A Restricted Stock Units 5,500 0.00 12,500 D
2026-03-18 GRASSMYER SCOTT Officer A-Award A Restricted Stock Units 13,000 0.00 27,000 D
2026-03-18 Chubb Thomas Caldecot III Director / Officer A-Award A Restricted Stock Units 50,000 0.00 87,500 D
2026-03-18 Campbell Thomas E Officer A-Award A Restricted Stock Units 6,000 0.00 12,550 D
2026-01-31 Chubb Thomas Caldecot III Director / Officer Common Stock 0 0.00 46,644 I
2025-12-31 Wood Douglas B Officer A-Award A Common Stock 121 29.07 3.5K 24,027 D
2025-12-12 Chubb Thomas Caldecot III Director / Officer P-Purchase A Common Stock 5,000 35.12 175.6K 22,709 D
2025-09-30 Wood Douglas B Officer A-Award A Common Stock 87 34.46 3.0K 23,906 D
2025-09-30 Palakshappa Suraj A Officer A-Award A Common Stock 245 34.46 8.4K 14,422 D
2025-09-30 Kelly Michelle M Officer A-Award A Common Stock 80 34.46 2.8K 51,091 D
2025-09-12 GRASSMYER SCOTT Officer G-Gift D Common Stock 500 0.00 34,981 D
2025-08-01 Chubb Thomas Caldecot III Director / Officer P-Purchase A Common Stock 318 38.19 12.1K 94,031 D
2025-07-11 Chubb Thomas Caldecot III Director / Officer J-Other A Common Stock 25,000 0.00 93,713 D
2025-06-30 Yancey Carol B Director A-Award A Common Stock 3,354 0.00 7,300 D
2025-06-30 Wood Douglas B Officer A-Award A Common Stock 102 34.21 3.5K 23,819 D
2025-06-30 WOOD E JENNER III Director A-Award A Common Stock 3,354 0.00 24,020 D
2025-06-30 TUGGLE CLYDE C Director A-Award A Common Stock 3,354 0.00 19,747 D
2025-06-30 Palakshappa Suraj A Officer A-Award A Common Stock 168 34.21 5.7K 14,177 D
2025-06-30 McGuirt Milford W Director A-Award A Common Stock 3,354 0.00 10,534 D
2025-06-30 LOVE DENNIS M Director A-Award A Common Stock 6,086 0.00 22,628 D
2025-06-30 LANIER STEPHEN S Director A-Award A Common Stock 3,354 0.00 77,884 D
2025-06-30 Kelly Michelle M Officer A-Award A Common Stock 205 34.21 7.0K 51,011 D
2025-06-30 Hepner Virginia A Director A-Award A Common Stock 3,354 0.00 13,155 D
2025-06-30 HOLDER JOHN R Director A-Award A Common Stock 3,354 0.00 40,235 D
2025-06-30 GRASSMYER SCOTT Officer A-Award A Common Stock 165 34.21 5.6K 35,481 D
2025-06-30 Campbell Thomas E Officer A-Award A Common Stock 103 34.21 3.5K 28,263 D
2025-06-30 BALLARD HELEN Director A-Award A Common Stock 3,354 0.00 20,735 D
2025-06-18 Trauber Robert S. Officer P-Purchase A Common Stock 10,000 41.38 413.8K 13,364 D
2025-06-16 Chubb Thomas Caldecot III Director / Officer P-Purchase A Common Stock 6,500 40.12 260.8K 59,063 D
2025-05-30 Wood Douglas B Officer F-InKind D Common Stock 1,538 53.68 82.6K 23,717 D
2025-05-30 Trauber Robert S. Officer M-Exempt A Common Stock 5,000 0.00 5,838 D
2025-05-30 Palakshappa Suraj A Officer A-Award A Common Stock 1,225 0.00 14,529 D
2025-05-30 Kelly Michelle M Officer M-Exempt D Restricted Stock Units 2,000 0.00 8,270 D
2025-05-30 Hernandez Tracey Officer A-Award A Common Stock 1,225 0.00 3,909 D
2025-05-30 GRASSMYER SCOTT Officer F-InKind D Common Stock 1,933 53.68 103.8K 35,316 D
2025-05-30 Chubb Thomas Caldecot III Director / Officer A-Award A Common Stock 11,550 0.00 57,731 D
2025-05-30 Campbell Thomas E Officer A-Award A Common Stock 3,150 0.00 29,514 D
2025-04-02 McGuirt Milford W Director P-Purchase A Common Stock 1,000 58.70 58.7K 7,180 D
2025-03-31 Wood Douglas B Officer A-Award A Common Stock 60 49.87 3.0K 19,904 D
2025-03-31 Trauber Robert S. Officer A-Award A Common Stock 318 49.87 15.9K 838 D
2025-03-31 Palakshappa Suraj A Officer A-Award A Common Stock 59 49.87 2.9K 12,297 D
2025-03-31 Kelly Michelle M Officer A-Award A Common Stock 120 49.87 6.0K 47,597 D
2025-03-31 GRASSMYER SCOTT Officer A-Award A Common Stock 193 49.87 9.6K 31,322 D
2025-03-31 Campbell Thomas E Officer A-Award A Common Stock 240 49.87 12.0K 25,224 D
2025-03-19 Wood Douglas B Officer A-Award A Restricted Stock Units 5,275 0.00 13,175 D
2025-03-19 Trauber Robert S. Officer A-Award A Restricted Stock Units 2,750 0.00 10,750 D
2025-03-19 Palakshappa Suraj A Officer A-Award A Restricted Stock Units 3,600 0.00 8,950 D
2025-03-19 Kelly Michelle M Officer A-Award A Restricted Stock Units 4,100 0.00 10,270 D
2025-03-19 Hernandez Tracey Officer A-Award A Restricted Stock Units 3,600 0.00 8,750 D
2025-03-19 GRASSMYER SCOTT Officer A-Award A Restricted Stock Units 7,500 0.00 16,700 D
2025-03-19 Chubb Thomas Caldecot III Director / Officer A-Award A Restricted Stock Units 18,500 0.00 46,000 D
2025-03-19 Campbell Thomas E Officer A-Award A Restricted Stock Units 2,850 0.00 8,550 D
2025-02-01 Chubb Thomas Caldecot III Director / Officer Common Stock 0 0.00 46,644 I
2025-01-14 Hernandez Tracey Officer S-Sale D Common Stock 1,250 86.92 108.6K 1,681 D
2024-12-31 Wood Douglas B Officer A-Award A Common Stock 53 66.96 3.5K 19,844 D
2024-12-31 Palakshappa Suraj A Officer A-Award A Common Stock 89 66.96 6.0K 12,238 D
2024-12-31 Kelly Michelle M Officer A-Award A Common Stock 21 66.96 1.4K 47,477 D
2024-12-17 Palakshappa Suraj A Officer G-Gift D Common Stock 250 0.00 12,149 D
2024-12-17 LANIER STEPHEN S Director G-Gift D Common Stock 290 0.00 74,530 D
2024-10-16 Hernandez Tracey Officer S-Sale D Common Stock 250 78.73 19.7K 2,931 D
2024-09-30 Wood Douglas B Officer A-Award A Common Stock 41 73.75 3.0K 19,791 D
2024-09-30 Palakshappa Suraj A Officer A-Award A Common Stock 32 73.75 2.4K 12,399 D
2024-09-30 Kelly Michelle M Officer A-Award A Common Stock 81 73.75 6.0K 47,456 D
2024-09-30 GRASSMYER SCOTT Officer A-Award A Common Stock 1 73.75 73.75 31,129 D
2024-09-27 BALLARD HELEN Director G-Gift D Common Stock 130 0.00 17,381 D
2024-09-24 GRASSMYER SCOTT Officer S-Sale D Common Stock 1,495 86.77 129.7K 31,428 D
2024-09-16 BALLARD HELEN Director G-Gift D Common Stock 131 0.00 17,511
2024-07-16 Chubb Thomas Caldecot III Director / Officer J-Other D Common Stock 18,000 0.00 47,034
2024-06-28 Yancey Carol B Director A-Award A Common Stock 1,248 0.00 3,946
2024-06-28 Wood Douglas B Officer A-Award A Common Stock 41 85.13 3.5K 19,750
2024-06-28 WOOD E JENNER III Director A-Award A Common Stock 1,248 0.00 20,666
2024-06-28 TUGGLE CLYDE C Director A-Award A Common Stock 1,248 0.00 16,393
2024-06-28 Palakshappa Suraj A Officer A-Award A Common Stock 68 85.13 5.8K 12,367
2024-06-28 McGuirt Milford W Director A-Award A Common Stock 1,248 0.00 6,180
2024-06-28 LOVE DENNIS M Director A-Award A Common Stock 2,196 0.00 16,542
2024-06-28 LANIER STEPHEN S Director A-Award A Common Stock 1,248 0.00 74,820
2024-06-28 Kelly Michelle M Officer A-Award A Common Stock 83 85.13 7.1K 47,375
2024-06-28 Hepner Virginia A Director A-Award A Common Stock 1,248 0.00 9,801
2024-06-28 HOLDER JOHN R Director A-Award A Common Stock 1,996 0.00 36,881
2024-06-28 GRASSMYER SCOTT Officer A-Award A Common Stock 144 85.13 12.3K 32,923
2024-06-28 Campbell Thomas E Officer A-Award A Common Stock 119 85.13 10.1K 24,984
2024-06-28 BALLARD HELEN Director A-Award A Common Stock 1,248 0.00 17,642
2024-06-14 GRASSMYER SCOTT Officer S-Sale D Common Stock 2,500 100.21 250.5K 33,279
2024-06-14 Campbell Thomas E Officer S-Sale D Common Stock 16,040 99.81 1.60M 26,365
2024-05-31 Wood Douglas B Officer F-InKind D Common Stock 4,864 110.69 538.4K 19,709
2024-05-31 Palakshappa Suraj A Officer F-InKind D Common Stock 553 110.69 61.2K 10,995
2024-05-31 Kelly Michelle M Officer F-InKind D Common Stock 3,583 110.69 396.6K 47,292
2024-05-31 Hernandez Tracey Officer F-InKind D Common Stock 578 110.69 64.0K 3,181
2024-05-31 GRASSMYER SCOTT Officer F-InKind D Common Stock 897 110.69 99.3K 31,128
2024-05-31 Chubb Thomas Caldecot III Director / Officer F-InKind D Common Stock 2,787 110.69 308.5K 50,049
2024-05-31 Campbell Thomas E Officer F-InKind D Common Stock 897 110.69 99.3K 37,754
2024-04-05 Wood Douglas B Officer S-Sale D Common Stock 25,927 104.88 2.72M 20,054
2024-04-03 Hepner Virginia A Director G-Gift D Common Stock 500 0.00 8,553
2024-03-28 Wood Douglas B Officer A-Award A Common Stock 31 95.54 3.0K 45,981
2024-03-28 Trauber Robert S. Officer A-Award A Common Stock 249 95.54 23.8K 520
2024-03-28 Palakshappa Suraj A Officer A-Award A Common Stock 57 95.54 5.4K 11,548
2024-03-28 Kelly Michelle M Officer A-Award A Common Stock 62 95.54 5.9K 43,293
2024-03-28 GRASSMYER SCOTT Officer A-Award A Common Stock 93 95.54 8.9K 32,025
2024-03-28 Campbell Thomas E Officer A-Award A Common Stock 121 95.54 11.6K 38,651
2024-03-20 Wood Douglas B Officer A-Award A Restricted Stock Units 3,000 0.00 7,900
2024-03-20 Trauber Robert S. Officer A-Award A Restricted Stock Units 1,500 0.00 8,000
2024-03-20 Palakshappa Suraj A Officer A-Award A Restricted Stock Units 1,600 0.00 5,350
2024-03-20 Kelly Michelle M Officer A-Award A Restricted Stock Units 2,250 0.00 6,170
2024-03-20 Hernandez Tracey Officer A-Award A Restricted Stock Units 1,600 0.00 5,150
2024-03-20 GRASSMYER SCOTT Officer A-Award A Restricted Stock Units 3,000 0.00 9,200
2024-03-20 Chubb Thomas Caldecot III Director / Officer A-Award A Restricted Stock Units 10,000 0.00 27,500
2024-03-20 Campbell Thomas E Officer A-Award A Restricted Stock Units 1,900 0.00 5,700
2024-02-03 Wood Douglas B 0 0.00 0
2024-02-03 Kelly Michelle M 0 0.00 0
2024-02-03 Chubb Thomas Caldecot III Director / Officer I Common Stock 0 0.00 46,644
2024-01-02 LOVE DENNIS M Director S-Sale D Common Stock 648 99.01 64.2K 14,346
2023-12-27 LOVE DENNIS M Director G-Gift D Common Stock 1,000 0.00 14,994
2023-12-12 GRASSMYER SCOTT Officer S-Sale D Common Stock 1,500 95.79 143.7K 32,132
2023-12-11 SMITH CLARENCE H Director G-Gift D Common Stock 1,006 0.00 17,276
2023-12-11 Palakshappa Suraj A Officer G-Gift D Common Stock 300 0.00 11,491
2023-12-11 LANIER STEPHEN S Director G-Gift D Common Stock 260 0.00 73,572
2023-07-28 Wood Douglas B Officer F-InKind D Common Stock 3,405 107.11 364.7K 38,456
2023-07-28 Palakshappa Suraj A Officer F-InKind D Common Stock 742 107.11 79.5K 11,791
2023-07-28 Kelly Michelle M Officer F-InKind D Common Stock 3,138 107.11 336.1K 36,984
2023-07-28 Hernandez Tracey Officer F-InKind D Common Stock 520 107.11 55.7K 2,761
2023-07-28 GRASSMYER SCOTT Officer F-InKind D Common Stock 5,938 107.11 636.0K 33,632
2023-07-28 Chubb Thomas Caldecot III Director / Officer F-InKind D Common Stock 5,126 107.11 549.0K 46,368
2023-07-28 Campbell Thomas E Officer F-InKind D Common Stock 2,050 107.11 219.6K 31,303
2023-07-21 GRASSMYER SCOTT Officer G-Gift D Common Stock 300 0.00 28,455
2023-07-21 BALLARD HELEN Director G-Gift D Common Stock 100 0.00 16,394
2023-07-12 LOVE DENNIS M Director S-Sale D Common Stock 929 104.58 97.2K 15,994
2023-07-03 LOVE DENNIS M Director S-Sale D Common Stock 1,000 103.41 103.4K 16,923
2023-06-30 Yancey Carol B Director A-Award A Common Stock 1,168 0.00 2,698
2023-06-30 Wood Douglas B Officer A-Award A Common Stock 42 83.66 3.5K 41,861
2023-06-30 WOOD E JENNER III Director A-Award A Common Stock 1,168 0.00 19,418
2023-06-30 TUGGLE CLYDE C Director A-Award A Common Stock 1,168 0.00 15,145
2023-06-30 SMITH CLARENCE H Director A-Award A Common Stock 1,168 0.00 18,282
2023-06-30 Palakshappa Suraj A Officer A-Award A Common Stock 51 83.66 4.3K 11,916
2023-06-30 McGuirt Milford W Director A-Award A Common Stock 1,168 0.00 4,932
2023-06-30 LOVE DENNIS M Director A-Award A Common Stock 2,031 0.00 17,923
2023-06-30 LANIER STEPHEN S Director A-Award A Common Stock 1,168 0.00 73,832
2023-06-30 Kelly Michelle M Officer A-Award A Common Stock 84 83.66 7.0K 40,122
2023-06-30 Hepner Virginia A Director A-Award A Common Stock 1,168 0.00 9,053
2023-06-30 HOLDER JOHN R Director A-Award A Common Stock 1,828 0.00 34,885
2023-06-30 BALLARD HELEN Director A-Award A Common Stock 1,168 0.00 16,494
2023-05-30 GRASSMYER SCOTT Officer G-Gift D Common Stock 400 0.00 28,755
2023-04-21 LOVE DENNIS M Director S-Sale D Common Stock 1,000 105.93 105.9K 15,892
2023-03-31 Wood Douglas B Officer A-Award A Common Stock 33 89.75 3.0K 41,819
2023-03-31 Trauber Robert S. Officer A-Award A Common Stock 271 89.75 24.3K 271
2023-03-31 Palakshappa Suraj A Officer A-Award A Common Stock 212 89.75 19.0K 11,865
2023-03-31 Kelly Michelle M Officer A-Award A Common Stock 66 89.75 5.9K 40,038
2023-03-31 GRASSMYER SCOTT Officer A-Award A Common Stock 271 89.75 24.3K 29,155
2023-03-31 Campbell Thomas E Officer A-Award A Common Stock 271 89.75 24.3K 33,353
2023-03-17 Wood Douglas B Officer A-Award A Restricted Stock Units 2,400 0.00 4,900
2023-03-17 Trauber Robert S. Officer A-Award A Restricted Stock Units 1,500 0.00 6,500
2023-03-17 Palakshappa Suraj A Officer A-Award A Restricted Stock Units 2,000 0.00 3,750
2023-03-17 Kelly Michelle M Officer A-Award A Restricted Stock Units 1,920 0.00 3,920
2023-03-17 Hernandez Tracey Officer A-Award A Restricted Stock Units 1,800 0.00 3,550
2023-03-17 GRASSMYER SCOTT Officer A-Award A Restricted Stock Units 3,500 0.00 6,200
2023-03-17 Chubb Thomas Caldecot III Director / Officer A-Award A Restricted Stock Units 9,000 0.00 17,500
2023-03-17 Campbell Thomas E Officer A-Award A Restricted Stock Units 1,800 0.00 3,800
2023-02-22 BALLARD HELEN Director G-Gift D Common Stock 88 0.00 15,325
2023-02-07 Chubb Thomas Caldecot III Director / Officer G-Gift D Common Stock 170 0.00 51,494
2023-01-30 BALLARD HELEN Director G-Gift D Common Stock 55 0.00 15,413
2023-01-28 Wood Douglas B 0 0.00 0
2023-01-28 SMITH CLARENCE H 0 0.00 0
2023-01-28 Palakshappa Suraj A 0 0.00 0
2023-01-28 LOVE DENNIS M 0 0.00 0
2023-01-28 LANIER STEPHEN S Director I Common Stock 0 0.00 860
2023-01-28 Kelly Michelle M 0 0.00 0
2023-01-28 Hepner Virginia A 0 0.00 0
2023-01-28 Chubb Thomas Caldecot III Director / Officer I Common Stock 0 0.00 46,644
2023-01-11 GRASSMYER SCOTT Director S-Sale D Common Stock 1,711 105.74 180.9K 30,450
2022-12-28 LOVE DENNIS M Director S-Sale D Common Stock 550 94.01 51.7K 17,992
2022-12-19 LOVE DENNIS M Director S-Sale D Common Stock 523 96.70 50.6K 18,542
2022-12-05 Trauber Robert S. Director A-Award A Restricted Stock Units 5,000 0.00 5,000
2022-10-21 LOVE DENNIS M Director S-Sale D Common Stock 1,000 91.12 91.1K 19,065
2022-10-05 LOVE DENNIS M Director S-Sale D Common Stock 2,000 91.41 182.8K 20,065
2022-09-30 Wood Douglas B Director A-Award A Common Stock 46 76.31 3.5K 41,742
2022-09-30 Palakshappa Suraj A Director A-Award A Common Stock 23 76.31 1.8K 11,634
2022-09-30 Kelly Michelle M Director A-Award A Common Stock 92 76.31 7.0K 39,949
2022-09-28 GRASSMYER SCOTT Director G-Gift D Common Stock 304 0.00 32,161
2022-09-26 LANIER STEPHEN S Director S-Sale D Common Stock 4,500 88.52 398.4K 72,664
2022-09-22 Yancey Carol B Director P-Purchase A Common Stock 500 91.66 45.8K 1,530
2022-08-31 Yancey Carol B Director A-Award A Common Stock 1,030 0.00 1,030
2022-08-15 LANIER STEPHEN S Director G-Gift D Common Stock 143 0.00 77,164
2022-08-02 Yancey Carol B 0 0.00 0
2022-06-30 Wood Douglas B Director A-Award A Common Stock 40 75.43 3.0K 41,696
2022-06-30 WOOD E JENNER III Director A-Award A Common Stock 1,239 0.00 18,250
2022-06-30 TUGGLE CLYDE C Director A-Award A Common Stock 1,239 0.00 13,977
2022-06-30 SMITH CLARENCE H Director A-Award A Common Stock 1,239 0.00 18,103
2022-06-30 Palakshappa Suraj A Director A-Award A Common Stock 23 75.43 1.7K 11,611
2022-06-30 McGuirt Milford W Director A-Award A Common Stock 1,239 0.00 3,764
2022-06-30 LOVE DENNIS M Director A-Award A Common Stock 1,943 0.00 22,065
2022-06-30 LANIER STEPHEN S Director A-Award A Common Stock 1,239 0.00 77,307
2022-06-30 Kelly Michelle M Director A-Award A Common Stock 80 75.43 6.0K 39,857
2022-06-30 Hepner Virginia A Director A-Award A Common Stock 1,239 0.00 8,400
2022-06-30 HOLDER JOHN R Director A-Award A Common Stock 1,803 0.00 33,057
2022-06-30 GRASSMYER SCOTT Director A-Award A Common Stock 192 75.43 14.5K 32,665
2022-06-30 Campbell Thomas E Director A-Award A Common Stock 141 75.43 10.6K 33,082
2022-06-30 BALLARD HELEN Director A-Award A Common Stock 1,239 0.00 15,468
2022-06-09 GRASSMYER SCOTT Director G-Gift D Common Stock 200 0.00 32,465

Executive team

Top executives
EBIT / Employee
2.3K
Shares Outstanding
14.90M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Thomas C. Chubb III Chairman, Chief Executive Officer and President 900.0K 3.94M 388.4K 298.5K 5.53M 71.30%
2 2025 Douglas B. Wood Chief Executive Officer, Tommy Bahama 800.0K 1.16M 205.0K 103.6K 2.27M 51.17%
3 2025 K. Scott Grassmyer Executive Vice President, Chief Financial Officer and Chief Operating Officer 536.0K 1.33M 133.5K 133.9K 2.13M 62.34%
4 2025 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 625.0K 900.0K 416.6K 85.0K 2.03M 44.41%
5 2025 Robert S. Trauber Former Chief Executive Officer, Johnny Was 496.2K 603.6K 757.4K 1.86M 32.50%
6 2025 Thomas E. Campbell Executive Vice President and Chief Information Officer 485.0K 609.8K 80.5K 111.6K 1.29M 47.38%
7 2024 Thomas C. Chubb III Chairman, Chief Executive Officer and President 900.0K 4.05M 366.5K 5.32M 76.17%
8 2024 Douglas B. Wood Chief Executive Officer, Tommy Bahama 798.9K 1.17M 163.0K 2.13M 54.93%
9 2024 K. Scott Grassmyer Executive Vice President, Chief Financial Officer and Chief Operating Officer 530.5K 1.31M 141.4K 1.98M 66.14%
10 2024 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 621.9K 914.5K 112.4K 1.65M 55.46%
11 2024 Thomas E. Campbell Executive Vice President and Chief Information Officer 482.4K 826.7K 141.2K 1.45M 57.00%
12 2024 Robert S. Trauber Former Chief Executive Officer, Johnny Was 600.0K 656.4K 37.6K 1.29M 50.73%
13 2023 Thomas C. Chubb III Chairman, Chief Executive Officer and President 934.6K 4.25M 460.5K 5.64M 75.28%
14 2023 Douglas B. Wood Chief Executive Officer, Tommy Bahama 788.3K 1.13M 233.1K 174.6K 2.33M 48.64%
15 2023 K. Scott Grassmyer Executive Vice President, Chief Financial Officer and Chief Operating Officer 514.6K 1.40M 199.9K 2.11M 66.16%
16 2023 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 610.4K 906.1K 136.2K 1.65M 54.83%
17 2023 Thomas E. Campbell Executive Vice President and Chief Information Officer 483.2K 849.5K 188.6K 1.52M 55.84%
18 2023 Robert S. Trauber Former Chief Executive Officer, Johnny Was 600.0K 707.9K 29.0K 1.34M 52.95%
19 2022 Thomas C. Chubb III Chairman, Chief Executive Officer and President 896.9K 2.54M 1.58M 196.1K 5.21M 48.81%
20 2022 Douglas B. Wood Chief Executive Officer, Tommy Bahama 759.4K 820.1K 733.9K 87.5K 2.40M 34.16%
21 2022 K. Scott Grassmyer Executive Vice President, Chief Financial Officer and Chief Operating Officer 465.0K 925.6K 493.5K 94.0K 1.98M 46.79%
22 2022 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 597.7K 722.6K 348.3K 40.4K 1.71M 42.28%
23 2022 Thomas E. Campbell Executive Vice President and Chief Information Officer 448.1K 667.2K 393.8K 91.7K 1.60M 41.68%
24 2021 Thomas C. Chubb III Chairman, Chief Executive Officer and President 850.4K 2.25M 1.54M 126.3K 4.77M 47.19%
25 2021 Douglas B. Wood Chief Executive Officer, Tommy Bahama 733.6K 759.6K 714.7K 49.0K 2.26M 33.66%
26 2021 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 582.6K 882.9K 614.3K 39.5K 2.12M 41.66%
27 2021 Thomas E. Campbell Executive Vice President and Chief Information Officer 436.0K 704.4K 383.0K 74.7K 1.60M 44.07%
28 2021 K. Scott Grassmyer Executive Vice President, Chief Financial Officer and Chief Operating Officer 436.0K 704.4K 383.0K 74.3K 1.60M 44.08%
29 2020 Thomas C. Chubb III Chairman, Chief Executive Officer and President 702.3K 1.59M 125.0K 2.42M 65.78%
30 2020 Douglas B. Wood Chief Executive Officer, Tommy Bahama 499.1K 768.6K 39.3K 1.31M 58.81%
31 2020 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 567.3K 665.8K 35.0K 1.27M 52.51%
32 2020 Thomas E. Campbell Executive Vice President and Chief Information Officer 404.6K 636.0K 71.8K 1.11M 57.17%
33 2020 K. Scott Grassmyer Executive Vice President and Chief Financial Officer 404.6K 636.0K 71.4K 1.11M 57.20%
34 2020 K. Scott Grassmyer Executive Vice President, Chief Financial Officer and Chief Operating Officer 404.6K 636.0K 71.4K 1.11M 57.20%
35 2019 Thomas C. Chubb III Chairman, Chief Executive Officer and President 880.0K 1.22M 493.7K 159.5K 2.76M 44.36%
36 2019 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 564.9K 397.3K 501.0K 45.0K 1.51M 26.34%
37 2019 Douglas B. Wood Chief Executive Officer, Tommy Bahama 742.5K 397.3K 85.1K 1.22M 32.43%
38 2019 Thomas E. Campbell Executive Vice President- People & Technology 425.0K 458.4K 119.2K 80.4K 1.08M 42.33%
39 2019 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 425.0K 458.4K 119.2K 80.4K 1.08M 42.33%
40 2019 Thomas E. Campbell Executive Vice President and Chief Information Officer 425.0K 458.4K 119.2K 80.4K 1.08M 42.33%
41 2019 K. Scott Grassmyer Executive Vice President, Chief Financial Officer and Chief Operating Officer 425.0K 458.4K 119.2K 80.4K 1.08M 42.33%
42 2019 K. Scott Grassmyer Executive Vice President and Chief Financial Officer 425.0K 458.4K 119.2K 80.4K 1.08M 42.33%
43 2018 Thomas C. Chubb III Chairman, Chief Executive Officer and President 875.2K 1.11M 678.5K 156.3K 2.82M 39.44%
44 2018 Douglas B. Wood Chief Executive Officer, Tommy Bahama 739.2K 413.6K 376.0K 97.5K 1.63M 25.43%
45 2018 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 546.9K 413.6K 195.0K 52.7K 1.21M 34.23%
46 2018 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 422.5K 397.7K 163.8K 77.0K 1.06M 37.48%
47 2018 K. Scott Grassmyer Executive Vice President and Chief Financial Officer 422.5K 397.7K 163.8K 77.0K 1.06M 37.48%
48 2018 Thomas E. Campbell Executive Vice President-People & Technology 422.5K 397.7K 163.8K 77.0K 1.06M 37.48%
49 2018 Thomas E. Campbell Executive Vice President- People & Technology 422.5K 397.7K 163.8K 77.0K 1.06M 37.48%
50 2018 Thomas E. Campbell Executive Vice President and Chief Information Officer 422.5K 397.7K 163.8K 77.0K 1.06M 37.48%
51 2017 Thomas C. Chubb III Chairman, Chief Executive Officer and President 851.2K 957.6K 917.4K 112.4K 2.84M 33.74%
52 2017 Douglas B. Wood Chief Executive Officer, Tommy Bahama 744.7K 364.0K 757.1K 57.4K 1.92M 18.93%
53 2017 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 544.6K 728.0K 125.9K 39.5K 1.44M 50.62%
54 2017 Thomas E. Campbell Executive Vice President- People & Technology 410.2K 280.0K 221.0K 61.8K 973.0K 28.78%
55 2017 Thomas E. Campbell Executive Vice President-People & Technology 410.2K 280.0K 221.0K 61.8K 973.0K 28.78%
56 2017 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 410.2K 280.0K 221.0K 61.8K 973.0K 28.78%
57 2017 Thomas E. Campbell Executive Vice President-Law and Administration, General Counsel and Secretary 410.2K 280.0K 221.0K 61.8K 973.0K 28.78%
58 2016 Thomas C. Chubb III Chairman, Chief Executive Officer and President 825.4K 912.6K 361.1K 126.7K 2.23M 41.00%
59 2016 Michelle M. Kelly Chief Executive Officer, Lilly Pulitzer 494.6K 321.5K 409.8K 28.9K 1.25M 25.62%
60 2016 Douglas B. Wood Chief Executive Officer, Tommy Bahama 700.0K 494.3K 56.9K 1.25M 39.51%
61 2016 Thomas E. Campbell Executive Vice President-People & Technology 397.7K 277.6K 87.0K 65.2K 827.5K 33.55%
62 2016 Thomas E. Campbell Executive Vice President-Law and Administration, General Counsel and Secretary 397.7K 277.6K 87.0K 65.2K 827.5K 33.55%
63 2016 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 397.7K 277.6K 87.0K 56.2K 818.5K 33.92%
64 2015 Scott A. Beaumont Retired CEO, Lilly Pulitzer Group 592.3K 3.53M 18.5K 4.14M 0.00%
65 2015 Thomas C. Chubb III Chairman, Chief Executive Officer and President 796.2K 605.1K 883.2K 87.0K 2.37M 25.52%
66 2015 Terry R. Pillow Retired CEO, Tommy Bahama Group 871.2K 423.8K 53.1K 1.35M 31.44%
67 2015 Mark Maidment Former CEO, Ben Sherman Group 149.6K 814.0K 95.2K 1.06M 0.00%
68 2015 Thomas E. Campbell Executive Vice President-Law and Administration, General Counsel and Secretary 381.2K 213.4K 212.5K 54.4K 861.4K 24.77%
69 2015 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 381.2K 213.4K 212.5K 44.3K 851.3K 25.06%
70 2014 Thomas C. Chubb III Chief Executive Officer and President 767.3K 1.07M 614.6K 52.2K 2.50M 42.67%
71 2014 Thomas C. Chubb III Chairman, Chief Executive Officer and President 767.3K 1.07M 614.6K 52.2K 2.50M 42.67%
72 2014 Terry R. Pillow Retired CEO, Tommy Bahama Group 845.2K 825.0K 214.7K 37.2K 1.92M 42.92%
73 2014 Terry R. Pillow CEO, Tommy Bahama Group 845.2K 825.0K 214.7K 37.2K 1.92M 42.92%
74 2014 Scott A. Beaumont CEO, Lilly Pulitzer Group 540.2K 481.3K 20.9K 1.04M 0.00%
75 2014 Scott A. Beaumont Retired CEO, Lilly Pulitzer Group 540.2K 481.3K 20.9K 1.04M 0.00%
76 2014 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 354.6K 414.5K 142.7K 29.1K 940.9K 44.05%
77 2014 Thomas E. Campbell Executive Vice President-Law and Administration, General Counsel and Secretary 354.6K 414.5K 142.7K 23.3K 935.1K 44.32%
78 2013 Thomas C. Chubb III Chairman, Chief Executive Officer and President 725.0K 544.8K 167.5K 69.1K 1.51M 36.17%
79 2013 Thomas C. Chubb III Chief Executive Officer and President 725.0K 544.8K 167.5K 69.1K 1.51M 36.17%
80 2013 Terry R. Pillow Retired CEO, Tommy Bahama Group 800.2K 544.8K 54.5K 71.3K 1.47M 37.04%
81 2013 Terry R. Pillow CEO, Tommy Bahama Group 800.2K 544.8K 54.5K 71.3K 1.47M 37.04%
82 2013 J. Wesley Howard, Jr. President, Lanier Clothes 302.7K 217.9K 215.3K 37.0K 773.0K 28.19%
83 2013 K. Scott Grassmyer Executive Vice President—Finance, Chief Financial Officer and Controller 320.0K 272.4K 37.5K 42.2K 672.1K 40.53%
84 2013 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 320.0K 272.4K 37.5K 42.2K 672.1K 40.53%
85 2013 Thomas E. Campbell Executive Vice President-Law and Administration, General Counsel and Secretary 320.0K 272.4K 37.5K 28.2K 658.2K 41.39%
86 2013 Thomas E. Campbell Executive Vice President—Law and Administration, General Counsel and Secretary 320.0K 272.4K 37.5K 28.2K 658.2K 41.39%
87 2013 Scott A. Beaumont Retired CEO, Lilly Pulitzer Group 490.4K 53.5K 18.3K 562.2K 0.00%
88 2013 Scott A. Beaumont CEO, Lilly Pulitzer Group 490.4K 53.5K 18.3K 562.2K 0.00%
89 2012 Terry R. Pillow CEO, Tommy Bahama Group 790.4K 480.0K 723.2K 97.5K 2.09M 22.95%
90 2012 Thomas C. Chubb III Chief Executive Officer and President 614.4K 360.0K 397.4K 90.6K 1.46M 24.62%
91 2012 J. Hicks Lanier Chairman and Former Chief Executive Officer 473.1K 528.0K 84.9K 1.09M 0.00%
92 2012 Panayiotis P. Philippou Former CEO, Ben Sherman Group 288.6K 198.0K 402.5K 889.1K 22.27%
93 2012 Scott A. Beaumont CEO, Lilly Pulitzer Group 450.0K 225.0K 19.0K 694.0K 32.42%
94 2012 K. Scott Grassmyer Executive Vice President-Finance, Chief Financial Officer and Controller 296.4K 146.3K 161.5K 42.8K 646.9K 22.61%
95 2012 K. Scott Grassmyer Executive Vice President—Finance, Chief Financial Officer and Controller 296.4K 146.3K 161.5K 42.8K 646.9K 22.61%
96 2012 K. Scott Grassmyer Senior Vice President-Finance, Chief Financial Officer and Controller 296.4K 146.3K 161.5K 42.8K 646.9K 22.61%
97 2012 Thomas E. Campbell Executive Vice President—Law and Administration, General Counsel and Secretary 296.4K 146.3K 161.5K 31.3K 635.4K 23.02%
98 2012 Thomas E. Campbell Senior Vice President-Law and Administration, General Counsel and Secretary 296.4K 146.3K 161.5K 31.3K 635.4K 23.02%
99 2012 Thomas E. Campbell Executive Vice President-Law and Administration, General Counsel and Secretary 296.4K 146.3K 161.5K 31.3K 635.4K 23.02%
100 2011 Terry R. Pillow CEO, Tommy Bahama Group 750.0K 750.0K 89.4K 1.59M 0.00%
101 2011 J. Hicks Lanier Chairman and Former Chief Executive Officer 500.0K 669.4K 73.3K 1.24M 0.00%
102 2011 J. Hicks Lanier Chairman and Chief Executive Officer 500.0K 669.4K 73.3K 1.24M 0.00%
103 2011 Thomas C. Chubb III Chief Executive Officer and President 550.0K 420.8K 84.3K 1.06M 0.00%
104 2011 Thomas C. Chubb III President 550.0K 420.8K 84.3K 1.06M 0.00%
105 2011 Panayiotis P. Philippou CEO, Ben Sherman Group 394.0K 234.1K 78.9K 707.0K 33.11%
106 2011 Panayiotis P. Philippou Former CEO, Ben Sherman Group 394.0K 234.1K 78.9K 707.0K 33.11%
107 2011 K. Scott Grassmyer Senior Vice President—Finance, Chief Financial Officer and Controller 280.6K 180.1K 40.0K 500.7K 0.00%
108 2011 K. Scott Grassmyer Senior Vice President-Finance, Chief Financial Officer and Controller 280.6K 180.1K 40.0K 500.7K 0.00%
109 2011 K. Scott Grassmyer Executive Vice President—Finance, Chief Financial Officer and Controller 280.6K 180.1K 40.0K 500.7K 0.00%
110 2010 Terry R. Pillow CEO, Tommy Bahama Group 750.0K 750.0K 66.1K 1.57M 0.00%
111 2010 Scott D. Sennett Former President, Oxford Apparel Group 359.4K 568.3K 544.8K 36.3K 1.51M 36.11%
112 2010 J. Hicks Lanier Chairman and Chief Executive Officer 500.0K 750.3K 38.7K 1.29M 0.00%
113 2010 J. Hicks Lanier Chairman and Former Chief Executive Officer 500.0K 750.3K 38.7K 1.29M 0.00%
114 2010 Thomas C. Chubb III President 540.8K 432.3K 46.5K 1.02M 0.00%
115 2010 Thomas C. Chubb III Chief Executive Officer and President 540.8K 432.3K 46.5K 1.02M 0.00%
116 2010 Knowlton J. O'Reilly Former Group Vice President 461.5K 412.5K 21.4K 895.5K 0.00%
117 2010 Dennis D. MacCulloch President, Lanier Clothes 269.7K 217.9K 185.6K 26.6K 699.9K 31.14%
118 2010 K. Scott Grassmyer Senior Vice President— Finance, Chief Financial Officer and Controller 271.1K 175.2K 43.4K 489.8K 0.00%
119 2010 K. Scott Grassmyer Senior Vice President—Finance, Chief Financial Officer and Controller 271.1K 175.2K 43.4K 489.8K 0.00%
120 2010 K. Scott Grassmyer Senior Vice President-Finance, Chief Financial Officer and Controller 271.1K 175.2K 43.4K 489.8K 0.00%
121 2009 Terry R. Pillow CEO, Tommy Bahama Group 750.0K 867.8K 90.2K 1.71M 50.81%
122 2009 Knowlton J. O'Reilly Former Group Vice President 500.0K 669.0K 46.8K 1.22M 55.02%
123 2009 Knowlton J. O'Reilly Group Vice President 500.0K 669.0K 46.8K 1.22M 55.02%
124 2009 Miles H. Gray Former CEO, Ben Sherman 400.4K 798.3K 1.20M 0.00%
125 2009 Thomas C. Chubb III President 465.3K 578.5K 41.9K 1.09M 53.28%
126 2009 J. Hicks Lanier Chairman and Chief 500.0K 37.3K 537.3K 0.00%
127 2009 J. Hicks Lanier Chairman and Chief Executive Officer 500.0K 37.3K 537.3K 0.00%
128 2009 K. Scott Grassmyer Senior Vice President, Chief 265.0K 231.4K 26.2K 522.6K 44.28%
129 2009 K. Scott Grassmyer Senior Vice President—Finance, Chief Financial Officer and Controller 265.0K 231.4K 26.2K 522.6K 44.28%
130 2009 K. Scott Grassmyer Senior Vice President— Finance, Chief Financial Officer and Controller 265.0K 231.4K 26.2K 522.6K 44.28%
131 2008 Terry R. Pillow CEO, Tommy Bahama Group 663.2K 493.2K 1.12M 59.4K 2.33M 47.91%
132 2008 J. Hicks Lanier Chairman and Chief Executive Officer 832.0K 559.0K 78.6K 71.6K 1.54M 36.27%
133 2008 J. Hicks Lanier Chairman and Chief 832.0K 559.0K 78.6K 71.6K 1.54M 36.27%
134 2008 Knowlton J. O'Reilly Former Group Vice President 500.0K 559.0K 258.5K 42.0K 1.36M 41.12%
135 2008 Knowlton J. O'Reilly Group Vice President 500.0K 559.0K 258.5K 42.0K 1.36M 41.12%
136 2008 Thomas C. Chubb III President 405.0K 559.0K 20.0K 39.4K 1.02M 54.62%
137 2008 Knowlton J. O’Reilly 500.0K 85.3K 160.2K 173.2K 42.0K 960.7K 16.68%
138 2008 S. Anthony Margolis Group Vice President 831.3K 13.9K 71.3K 916.5K 1.52%
139 2008 Group Vice President Thomas C. Chubb III Executive Vice President 405.0K 186.1K 20.1K 39.4K 650.5K 31.69%
140 2008 K. Scott Grassmyer Senior Vice President, Chief 265.0K 335.4K 10.7K 31.1K 642.2K 52.23%
141 2008 K. Scott Grassmyer Senior Vice President— Finance, Chief Financial Officer and Controller 265.0K 335.4K 10.7K 31.1K 642.2K 52.23%
142 2008 Miles H. Gray Former CEO, Ben Sherman 457.0K 97.9K 554.9K 0.00%
143 2008 Miles Gray CEO, Ben Sherman Group 328.3K 7.0K 74.1K 409.3K 1.70%
144 2008 Thomas C. Chubb III Executive Vice President 261.2K 19.4K 33.1K 21.7K 38.7K 23.6K 397.6K 13.79%
145 2008 James F. Tuman III President, Lanier Clothes 203.5K 14.7K 8.5K 19.6K 246.3K 9.44%
146 2008 K. Scott Grassmyer Senior Vice President, Chief Financial Officer and Controller 144.9K 8.8K 13.6K 8.4K 17.8K 18.4K 211.9K 10.36%
147 2008 Financial Officer and Controller 144.9K 26.6K 18.4K 189.9K 0.00%
148 2007 S. Anthony Margolis Group Vice President 1.19M 20.9K 593.8K 12.6K 1.81M 1.15%
149 2007 J. Hicks Lanier Chairman and Chief Executive Officer 796.1K 228.7K 87.0K 37.6K 464.3K 96.5K 1.71M 7.29%
150 2007 Michael J. Setola Former President 535.6K 211.0K 59.2K 161.3K 318.6K 1.29M 21.02%
151 2007 Group Vice President Thomas C. Chubb III Executive Vice President 379.0K 83.7K 49.7K 31.3K 116.3K 31.7K 691.7K 11.71%
152 2007 Thomas C. Chubb III Executive Vice President 379.0K 83.7K 49.7K 31.3K 116.3K 31.7K 691.7K 11.71%
153 2007 John A. Baumgartner Senior Vice President and Chief Information Officer 235.6K 29.0K 20.4K 14.6K 59.0K 19.0K 377.6K 9.26%
154 2007 Christine B. Cole Vice President-Corporate Human Resources 238.8K 29.4K 18.6K 59.8K 25.5K 372.1K 5.00%
155 2006 S. Anthony Margolis Group Vice President 1.13M 1.13M 71.6K 10.4K 2.34M 3.05%
156 2006 J. Hicks Lanier Chairman of the Board and Chief Executive Officer 771.2K 874.5K 83.5K 84.9K 1.81M 4.60%
157 2006 Michael J. Setola President 759.6K 400.0K 71.6K 67.3K 1.30M 5.51%
158 2006 Knowlton J. O’Reilly 471.9K 372.3K 35.8K 155.6K 1.04M 3.46%
159 2006 Thomas C. Chubb III Executive Vice President 356.9K 215.0K 47.7K 60.3K 680.0K 7.02%
160 2005 J. Hicks Lanier Chairman of the Board and Chief Executive Officer 738.5K 1.00M 253.2K 71.1K 2.06M 12.27%
161 2005 S. Anthony Margolis Group Vice President 1.13M 673.4K 10.0K 1.81M 0.00%
162 2005 Michael J. Setola President 770.6K 500.0K 217.0K 13.0K 1.50M 14.46%
163 2005 Thomas Caldecot Chubb III Executive Vice President 358.1K 250.0K 144.7K 8.2K 760.9K 19.01%
164 2005 Thomas C. Chubb III Executive Vice President 356.0K 250.0K 144.7K 10.2K 760.9K 19.01%
165 2005 Knowlton J. O’Reilly Group Vice President 479.0K 125.0K 108.5K 19.6K 732.1K 14.82%
166 2005 Knowlton J. O’Reilly 479.0K 125.0K 108.5K 19.6K 732.1K 14.82%
167 2004 S. Anthony Margolis Group Vice President 1.04M 741.9K 12.0K 1.79M 0.00%
168 2004 J. Hicks Lanier Chairman of the Board & Chief Executive Officer 581.2K 709.7K 13.0K 54.6K 1.36M 0.96%
169 2004 J. Hicks Lanier Chairman of the Board and Chief Executive Officer 581.2K 709.7K 13.0K 54.6K 1.36M 0.96%
170 2004 Ben B. Blount, Jr. Executive Vice President 427.2K 275.0K 35.1K 737.2K 0.00%
171 2004 Michael J. Setola President 382.8K 350.0K 732.8K 0.00%
172 2004 Knowlton J. O’Reilly 470.8K 180.0K 13.0K 9.5K 673.3K 1.93%
173 2004 Knowlton J. O’Reilly Group Vice President 470.8K 180.0K 13.0K 9.5K 673.3K 1.93%
174 2003 J. Hicks Lanier Chairman of the Board & Chief Executive Officer 505.1K 737.0K 10.0K 57.9K 1.31M 0.76%
175 2003 J. Hicks Lanier Chairman of the Board and Chief Executive Officer 505.1K 737.0K 10.0K 57.9K 1.31M 0.76%
176 2003 Knowlton J. O’Reilly Group Vice President 450.5K 300.0K 10.0K 6.7K 767.2K 1.30%
177 2003 Ben B. Blount, Jr. Executive Vice President 419.8K 300.0K 10.0K 31.3K 761.0K 1.31%
178 2002 J. Hicks Lanier Chairman of the Board & Chief Executive Officer 472.0K 25.0K 10.0K 26.3K 533.3K 1.88%
179 2002 Ben B. Blount, Jr. Executive Vice President 394.8K 14.9K 10.0K 22.1K 441.7K 2.26%
180 2002 Knowlton J. O’Reilly Group Vice President 403.6K 10.0K 5.9K 419.5K 2.38%
181 2002 L. Wayne Brantley Group Vice President 303.5K 96.9K 5.0K 6.6K 412.0K 1.21%
182 2002 R. Larry Johnson Group Vice President 258.2K 4.0K 14.4K 276.6K 1.45%
183 2001 J. Hicks Lanier Chairman of the Board & Chief Executive Officer 469.5K 20.3K 10.0K 17.1K 517.0K 1.93%
184 2001 Knowlton J. O’Reilly Group Vice President 411.3K 59.5K 10.0K 6.0K 486.8K 2.05%
185 2001 Ben B. Blount, Jr. Executive Vice President 390.0K 9.6K 10.0K 14.3K 423.9K 2.36%
186 2001 L. Wayne Brantley Group Vice President 294.6K 42.5K 10.0K 5.6K 352.7K 2.84%
187 2001 R. Larry Johnson Group Vice President 252.7K 59.8K 7.5K 12.0K 331.9K 2.26%
188 2000 Knowlton J. O’Reilly Group Vice President 396.0K 305.1K 10.0K 5.9K 717.0K 1.39%
189 2000 J. Hicks Lanier Chairman of the Board & Chief Executive Officer 468.3K 177.6K 10.0K 7.1K 662.9K 1.51%
190 2000 Ben B. Blount, Jr. Executive Vice President 382.3K 83.5K 10.0K 7.7K 483.5K 2.07%
191 2000 L. Wayne Brantley Group Vice President 279.0K 47.8K 10.0K 4.6K 341.4K 2.93%
192 2000 R. Larry Johnson Group Vice President 248.1K 5.8K 7.5K 7.6K 6.5K 275.6K 2.72%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-13 DEFA14A
2026-05-13 DEF 14A
2025-05-13 DEFA14A
2025-05-13 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 SD
2026-05-14 SC 13G/A
2026-05-13 DEFA14A
2026-05-13 DEF 14A
2026-05-13 ARS
2026-03-27 SC 13G/A
2026-03-27 10-K
2026-03-26 8-K
2026-03-20 4
2026-03-20 4

Executive team

NameTitleCompensationGender
Thomas Caldecot Chubb Chairman, Chief Executive Officer & President 2M male
K. Scott Grassmyer Executive Vice President, Chief Financial Officer & Chief Operating Officer 803.4K male
Thomas E. Campbell EVP & Chief Information Officer 677.1K male
Tracey Hernandez Senior Vice President & Chief Human Resources Officer female
Suraj A. Palakshappa Senior Vice President of Finance & Legal male
Jonathan O. Leptich General Counsel & Corporate Secretary
Janice C. Tanner Vice President of Corporation Accounting & Assistant Controller
ESG Rating
B+
APPAREL - MANUFACTURERS
2019
E (Environmental)
68.2 / 66.2
Company / Sector avg.
S (Social)
73.4 / 69.9
Company / Sector avg.
G (Governance)
70.0 / 69.7
Company / Sector avg.
ESG Total
70.5 / 68.6
Company / Sector avg.
ESG Score History APPAREL - MANUFACTURERS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
2019-01-09 2020-04-27 Donna Shalala FL27 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits