Oxford Industries, Inc. (OXM)
Atlanta, GA, US
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.
Based on only 2 articles — low confidence
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -17.01% | -19.48% | -17.78% | -3.93% | +12.74% | +5.03% | -28.20% | -64.33% | -66.14% | -38.19% | +1,192.09% |
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 | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* 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 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
|
| 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 |
| 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
Ownership Overview
| # | 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)
| # | 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 |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 | — | — |
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Community Opinion for OXM
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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