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PBF Energy Inc. (PBF)

USD59.12 +1.68 (+2.92%)
US NYSE Energy Oil & Gas Refining & Marketing
Address One Sylvan Way 7054
Parsippany, NJ, US
CEO Matthew C. Lucey
IPO 2012-12-13
CIK 1534504 ISIN US69318G1067

Explore sections of this company profile

Also trades on London Stock Exchange · 0KE0.L (USD) New York Stock Exchange · PBF (USD)
Description

PBF Energy Inc., operating through its subsidiaries, primarily focuses on the refinement and distribution of various petroleum products. Its business is structured into two core segments: Refining and Logistics. The company's extensive product portfolio encompasses gasoline, ultra-low-sulfur diesel, heating oil, standard diesel fuel, jet fuel, lubricants, petrochemicals, and asphalt. Additionally, it provides unbranded transportation fuels, essential petrochemical feedstocks, blending components, and other petroleum derivatives. PBF Energy distributes these products across the United States, specifically targeting the Northeast, Midwest, Gulf Coast, and West Coast regions, with further market penetration into other domestic areas, Canada, and Mexico. Beyond its refining activities, the company offers a comprehensive suite of logistics services, including rail, truck, and marine terminaling, alongside pipeline transportation and storage solutions. As of December 31, 2021, PBF Energy Inc. owned and operated six oil refineries and associated infrastructure. The company was established in 2008 and is headquartered in Parsippany, New Jersey.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Partnership PBFX 2022-08-26 View
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
USD59.12 +1.68 (+2.92%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.10
Float Shares
95.45M
Free Float %
81.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.21% +4.84% +4.33% +26.02% +9.61% +56.45% +104.09% +20.61% +159.51% +50.35% +61.64%
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 (26 ratings, all time) Hold
Price Targets & DCF
Current price
59.12
Low 23.00 -61.1%
Consensus 37.20 -37.1%
Median 38.00 -35.7%
High 49.00 -17.1%
DCF (Unlevered) 104.40 +76.6%
DCF (Levered) 103.31 +74.7%

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) 8% Bullish
Rating 2026-05 Change
Strong Buy 0 -1
Buy 1 0
Hold 8 0
Sell 3 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
45.50
-23.0%
Last Year 11
36.45
-38.3%
All Time 35
39.09
-33.9%
Quality scores
Altman Z-Score
2.89
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Refining & Marketing: -1.3%
    -11.4% Q1'26: +11.9% (vs Q1'25)
  • EPS growth Oil & Gas Refining & Marketing: +42.8%
    +69.8% Q1'26: +146.7% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Refining & Marketing: +92.2%
    -4.4% Q1'26: -8.5% (vs Q1'25)
  • EBIT margin Oil & Gas Refining & Marketing: +4.6%
    -3.1% Q1'26: +5.0% (vs Q1'25)
  • ROIC Oil & Gas Refining & Marketing: +5.9%
    -11.7% Q1'26: +14.0% (vs Q1'25)
  • Share dilution Oil & Gas Refining & Marketing: +0.0%
    -1.9% Q1'26: +5.2% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Refining & Marketing: 0.89×
    -11.44× Q1'26: 1.63× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.14) × ERP
WACC = 63% × Ke + 37% × Kd (6.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 103.53 Current price: 59.12
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 Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
8 Rev. Ana.
5 EPS Ana.
Dec 2027
8 Rev. Ana.
5 EPS Ana.
Dec 2028
5 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
19.15B
est: 19.72B (-2.9%)
19.83B
est: 19.99B (-0.8%)
13.12B
est: 13.49B (-2.7%)
15.92B
est: 15.21B (+4.7%)
21.79B
est: 20.24B (+7.7%)
27.19B
est: 27.18B (+0.0%)
24.51B
est: 24.30B (+0.9%)
15.12B
est: 14.89B (+1.5%)
27.25B
est: 26.26B (+3.8%)
46.83B
est: 45.72B (+2.4%)
38.32B
est: 37.25B (+2.9%)
33.12B
est: 33.20B (-0.2%)
29.33B
est: 29.35B (-0.1%)
34.56B
28.21B – 44.71B
+17.7% YoY
33.05B
27.08B – 41.79B
-4.4% YoY
34.11B
34.06B – 34.15B
+3.2% YoY
38.68B
31.49B – 46.94B
+13.4% YoY
41.46B
33.74B – 50.30B
+7.2% YoY
EBITDA
442.55M
est: 317.47M (+39.4%)
342.83M
est: 114.78M (+198.7%)
595.45M
est: 528.34M (+12.7%)
746.16M
est: 1.44B (-48.0%)
1.25B
est: 1.40B (-10.3%)
757.30M
est: 727.24M (+4.1%)
1.09B
est: 850.96M (+27.7%)
-491.90M
est: -411.09M (-19.7%)
1.13B
est: 1.03B (+9.5%)
4.36B
est: 1.39B (+214.5%)
3.62B
est: 1.64B (+120.5%)
-2.40M
est: 1.46B (-100.2%)
-253.60M
est: 1.29B (-119.6%)
1.52B
1.24B – 1.97B
+17.7% YoY
1.45B
1.19B – 1.84B
-4.4% YoY
1.50B
1.50B – 1.50B
+3.2% YoY
1.70B
1.39B – 2.07B
+13.4% YoY
1.83B
1.49B – 2.21B
+7.2% YoY
EBIT
324.55M
est: 130.19M (+149.3%)
154.62M
est: 51.25M (+201.7%)
388.45M
est: 357.92M (+8.5%)
513.21M
est: 1.09B (-53.1%)
953.40M
est: 486.11M (+96.1%)
378.70M
est: 452.91M (-16.4%)
639.10M
est: 514.56M (+24.2%)
-1.07B
est: -1.11B (+3.0%)
645.10M
est: 492.59M (+31.0%)
3.82B
est: 1.08B (+252.9%)
3.02B
est: 994.83M (+204.0%)
-645.40M
est: 886.52M (-172.8%)
-916.40M
est: 783.86M (-216.9%)
922.77M
753.26M – 1.19B
+17.7% YoY
882.53M
723.22M – 1.12B
-4.4% YoY
910.77M
909.49M – 912.04M
+3.2% YoY
1.03B
840.86M – 1.25B
+13.4% YoY
1.11B
901.09M – 1.34B
+7.2% YoY
Net Income
39.54M
est: -32.84M (+220.4%)
-38.24M
est: -61.02M (+37.3%)
146.40M
est: 148.01M (-1.1%)
170.81M
est: 379.63M (-55.0%)
415.60M
est: 196.13M (+111.9%)
128.30M
est: 226.95M (-43.5%)
319.40M
est: 239.34M (+33.5%)
-1.39B
est: -1.11B (-25.5%)
231.00M
est: -354.24M (+165.2%)
2.88B
est: 537.23M (+435.5%)
2.14B
est: 779.40M (+174.6%)
-533.80M
est: -455.03M (-17.3%)
-158.50M
est: -568.95M (+72.1%)
905.33M
338.65M – 1.05B
+259.1% YoY
529.02M
309.16M – 729.85M
-41.6% YoY
362.57M
333.23M – 391.92M
-31.5% YoY
390.71M
296.23M – 499.07M
+7.8% YoY
333.25M
252.67M – 425.68M
-14.7% YoY
SGA
95.79M
est: 417.91M (-77.1%)
146.66M
est: 240.88M (-39.1%)
181.27M
est: 331.65M (-45.3%)
166.32M
est: 596.03M (-72.1%)
214.50M
est: -14.95M (+1,534.7%)
277.00M
est: 209.95M (+31.9%)
284.00M
est: 259.17M (+9.6%)
248.50M
est: 217.71M (+14.1%)
247.30M
est: 277.58M (-10.9%)
468.70M
est: 228.45M (+105.2%)
362.50M
est: 355.65M (+1.9%)
260.40M
est: 316.93M (-17.8%)
332.30M
est: 280.23M (+18.6%)
329.89M
269.29M – 426.87M
+17.7% YoY
315.50M
258.55M – 398.97M
-4.4% YoY
325.60M
325.14M – 326.06M
+3.2% YoY
369.31M
300.61M – 448.09M
+13.4% YoY
395.76M
322.14M – 480.19M
+7.2% YoY
EPS
1.22
est: 2.35 (-48.0%)
-0.51
est: 2.56 (-120.0%)
1.66
est: 4.21 (-60.5%)
1.74
est: -1.14 (+252.4%)
3.78
est: 1.43 (+164.2%)
1.11
est: 3.00 (-63.0%)
2.66
est: 0.81 (+228.9%)
-11.64
est: -10.83 (-7.5%)
1.92
est: -3.02 (+163.5%)
23.47
est: 23.94 (-1.9%)
17.13
est: 6.45 (+165.8%)
-4.59
est: -3.91 (-17.3%)
-1.39
est: -4.69 (+70.4%)
5.46
2.95 – 9.10
+216.5% YoY
4.44
2.69 – 6.35
-18.7% YoY
3.16
2.90 – 3.41
-28.9% YoY
3.40
2.58 – 4.34
+7.8% YoY
2.90
2.20 – 3.70
-14.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-01 Citigroup Neutral Neutral Maintain
2026-04-27 TD Cowen Sell Sell Maintain
2026-04-24 Morgan Stanley Underweight Underweight Maintain
2026-04-22 Scotiabank Sector Perform Sector Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 3/5 3/5 2/5 3/5 4/5
2026-05-08 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-05-07 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-05-06 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-05-05 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-05-04 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-05-01 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-04-30 A- 4/5 5/5 3/5 4/5 2/5 3/5 4/5
2026-04-29 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-28 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-27 B- 3/5 5/5 1/5 1/5 2/5 1/5 5/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-15 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-936.92M
OE per share TTM
-7.89
Owner's Yield
-18.80%
Maintenance CapEx ratio
97.93%
Maint CapEx / Avg PPE
18.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
69
Total invested
38.71M
Insider transactions (90d)
12
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Carlos Slim Domit 23.46M 20.00% 23.46M 23.46M IN 2024-10-03
2 Carlos Slim Helú 23.46M 20.00% 23.46M 23.46M IN 2024-10-03
3 Control Empresarial de Capitales, S.A. de C.V. 23.46M 20.00% 23.46M 23.46M HC, CO 2024-10-03
4 Johanna Monique Slim Domit 23.46M 20.00% 23.46M 23.46M IN 2024-10-03
5 Marco Antonio Slim Domit 23.46M 20.00% 23.46M 23.46M IN 2024-10-03
6 María Soumaya Slim Domit 23.46M 20.00% 23.46M 23.46M IN 2024-10-03
7 Patrick Slim Domit 23.46M 20.00% 23.46M 23.46M IN 2024-10-03
8 Vanessa Paola Slim Domit 23.46M 20.00% 23.46M 23.46M IN 2024-10-03
9 (1) BlackRock, Inc. 17.04M 14.20% 16.53M 17.04M HC Delaware 2022-01-27
10 Inversora Carso, S.A. de C.V., formerly known as Inmobiliaria Carso, S.A. de C.V. 14.39M 12.00% 14.39M HC México 2019-05-28
11 The Vanguard Group - 23-1945930 12.53M 10.41% IA Pennsylvania 2022-03-09
12 (. 7.91M 6.60% 7.71M 7.91M IA Delaware Limited Partnership 2020-02-12
13 SSGA FUNDS MANAGEMENT, INC. 7.74M 6.45% 7.71M 7.74M IA 2022-02-11
14 30-0447847 7.38M 6.00% 7.24M 7.38M IA Delaware 2024-02-09
15 STATE STREET CORPORATION 6.13M 5.20% 5.67M HC MA 2024-10-17
16 JPMORGAN CHASE & CO13-2624428 5.90M 4.90% 5.80M 23.00 5.90M 3.3K HC Delaware 2019-01-07
17 JPMORGAN CHASE & CO.13-2624428 2.50M 2.00% 2.48M 2.50M HC Delaware 2020-06-05
18 AQR Capital Management Holdings, LLC 46.7K 0.04% 46.7K HC Delaware, USA 2020-02-14
19 AQR Capital Management, LLC 46.7K 0.04% 46.7K IA Delaware, USA 2020-02-14
20 Baupost Group GP, L.L.C.82-3254604 0.00% HC Delaware 2018-06-08
21 Seth A. Klarman 0.00% HC Delaware 2018-06-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
69
-307 vs prev Q
New positions
19
Closed positions
301
Increased
40
Reduced
14
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 11.20M -157.0K (-1.4%) 303.83M -38.9M (-11.4%) 9.82% +0.053 pp 0.01% -0.001 pp USD30.63 -11.5% 6 qtrs
2 VANGUARD GROUP INC 8.77M -14.1K (-0.2%) 237.81M -27.2M (-10.3%) 7.69% +0.135 pp 0.00% -0.001 pp USD24.46 +10.9% 53 qtrs
3 GOLDMAN SACHS GROUP INC 6.33M +3.6M (+131.2%) 171.60M +89.0M (+107.8%) 5.47% +3.113 pp 0.02% +0.011 pp USD27.45 -1.2% 52 qtrs
4 STATE STREET CORP 4.85M +60.3K (+1.3%) 131.66M -13.0M (-9.0%) 4.26% +0.133 pp 0.00% -0.001 pp USD20.29 +33.7% 51 qtrs
5 DIMENSIONAL FUND ADVISORS LP 3.91M -364.5K (-8.5%) 106.07M -22.9M (-17.8%) 3.38% -0.299 pp 0.02% -0.005 pp USD28.22 -3.9% 48 qtrs
6 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 3.11M -3.2M (-50.8%) 84.32M -106.2M (-55.8%) 2.67% -2.768 pp 0.05% -0.063 pp USD22.62 +19.9% 6 qtrs
7 INVESCO LTD. 2.61M -159.1K (-5.7%) 70.87M -12.8M (-15.3%) 2.29% -0.093 pp 0.01% -0.002 pp USD31.69 -14.4% 52 qtrs
8 PRICE T ROWE ASSOCIATES INC /MD/ 2.40M +331.4K (+16.0%) 65.11M +2.7M (+4.3%) 2.11% +0.325 pp 0.01% +0.000 pp USD29.96 -9.5% 20 qtrs
9 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 2.08M +872.5K (+72.0%) 56.54M +20.0M (+54.6%) 1.83% +0.786 pp 0.03% +0.010 pp USD28.68 -5.4% 3 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 2.06M -48.0K (-2.3%) 55.92M -7.7M (-12.2%) 1.81% -0.007 pp 0.00% -0.001 pp USD30.30 -10.5% 53 qtrs
11 TWO SIGMA INVESTMENTS, LP 2.03M +1.2M (+146.0%) 55.05M +30.2M (+121.2%) 1.78% +1.071 pp 0.08% +0.041 pp USD30.26 -10.4% 27 qtrs
12 AQR CAPITAL MANAGEMENT LLC 1.98M -523.3K (-20.9%) 51.24M -24.3M (-32.2%) 1.70% -0.456 pp 0.03% -0.022 pp USD27.09 +0.1% 17 qtrs
13 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.73M +72.0K (+4.3%) 47.02M -3.1M (-6.2%) 1.50% +0.069 pp 0.01% -0.001 pp USD27.43 -1.1% 53 qtrs
14 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.73M +574.0K (+49.7%) 46.90M +12.0M (+34.6%) 1.52% +0.523 pp 0.16% +0.048 pp USD24.95 +8.7% 28 qtrs
15 MORGAN STANLEY 1.64M +62.1K (+3.9%) 44.53M -3.1M (-6.6%) 1.44% +0.081 pp 0.00% 0.000 pp USD31.26 -13.2% 51 qtrs
16 TWO SIGMA ADVISERS, LP 1.59M +712.9K (+80.9%) 43.23M +16.6M (+62.6%) 1.40% +0.640 pp 0.08% +0.031 pp USD25.54 +6.2% 26 qtrs
17 AMERIPRISE FINANCIAL INC 1.56M +247.9K (+18.9%) 42.30M +2.7M (+6.9%) 1.34% +0.209 pp 0.01% +0.001 pp USD28.76 -5.7% 53 qtrs
18 JANE STREET GROUP, LLC 1.44M +1.3M (+675.8%) 39.02M +33.4M (+597.3%) 1.24% +1.084 pp 0.01% +0.005 pp USD27.36 -0.9% 26 qtrs
19 MILLENNIUM MANAGEMENT LLC 1.44M +88.9K (+6.6%) 39.00M -1.7M (-4.2%) 1.26% +0.101 pp 0.02% -0.001 pp USD27.85 -2.6% 33 qtrs
20 NORGES BANK 1.26M +1.3M (+100.0%) 34.24M +34.2M (+100.0%) 1.09% +1.091 pp 0.00% +0.004 pp USD27.12 +0.0% 1 qtrs NEW
21 RECURRENT INVESTMENT ADVISORS LLC 1.25M -521.2K (-29.4%) 33.92M -19.5M (-36.5%) 1.10% -0.427 pp 2.51% -1.591 pp USD23.73 +14.3% 6 qtrs
22 BANK OF NEW YORK MELLON CORP 1.21M +265.1K (+27.9%) 32.92M +4.3M (+15.0%) 1.05% +0.233 pp 0.01% +0.000 pp USD26.87 +0.9% 53 qtrs
23 PRIVATE MANAGEMENT GROUP INC 1.16M -7.4K (-0.6%) 31.34M -3.7M (-10.7%) 1.00% -0.002 pp 0.91% -0.132 pp USD22.71 +19.4% 38 qtrs
24 NORTHERN TRUST CORP 1.14M -52.0K (-4.4%) 30.92M -5.0M (-14.0%) 0.98% -0.048 pp 0.00% -0.001 pp USD27.51 -1.4% 51 qtrs
25 BANK OF AMERICA CORP /DE/ 1.13M +90.1K (+8.6%) 30.70M -734.0K (-2.3%) 0.99% +0.097 pp 0.00% +0.000 pp USD25.62 +5.9% 52 qtrs
26 NUVEEN, LLC 1.07M -15.4K (-1.4%) 28.92M -3.7M (-11.4%) 0.94% +0.005 pp 0.01% -0.001 pp USD20.01 +35.5% 4 qtrs
27 UBS GROUP AG 956.4K -310.2K (-24.5%) 25.94M -12.3M (-32.1%) 0.84% -0.251 pp 0.00% -0.002 pp USD25.87 +4.8% 45 qtrs
28 LOMBARD ODIER ASSET MANAGEMENT (USA) CORP 950.0K +— (+0.0%) 25.76M -2.9M (-10.1%) 0.83% +0.016 pp 2.40% +0.472 pp USD19.90 +36.3% 4 qtrs
29 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 846.1K -86.7K (-9.3%) 22.94M -5.2M (-18.5%) 0.73% -0.071 pp 0.06% -0.009 pp USD34.61 -21.6% 12 qtrs
30 CITADEL ADVISORS LLC 741.1K -55.0K (-6.9%) 20.10M -3.9M (-16.3%) 0.65% -0.035 pp 0.00% -0.001 pp USD26.62 +1.9% 38 qtrs
31 YAUPON CAPITAL MANAGEMENT LP 732.7K +232.7K (+46.5%) 19.87M +4.8M (+31.7%) 0.63% +0.198 pp 0.72% +0.141 pp USD29.20 -7.1% 2 qtrs
32 TUDOR INVESTMENT CORP ET AL 729.5K +245.8K (+50.8%) 19.78M +5.2M (+35.6%) 0.63% +0.209 pp 0.04% +0.012 pp USD27.30 -0.7% 27 qtrs
33 CITIGROUP INC 707.0K +388.3K (+121.8%) 19.17M +9.6M (+99.4%) 0.61% +0.337 pp 0.01% +0.004 pp USD25.91 +4.7% 53 qtrs
34 JUMP FINANCIAL, LLC 706.6K -163.3K (-18.8%) 19.16M -7.1M (-27.0%) 0.61% -0.143 pp 0.24% -0.079 pp USD23.95 +13.2% 6 qtrs
35 D. E. SHAW & CO., INC. 664.7K +474.2K (+248.9%) 18.03M +12.3M (+213.7%) 0.57% +0.406 pp 0.01% +0.007 pp USD28.92 -6.2% 33 qtrs
36 JEFFERIES FINANCIAL GROUP INC. 628.2K +619.6K (+7,210.8%) 17.04M +16.8M (+6,471.7%) 0.54% +0.535 pp 0.09% +0.086 pp USD27.01 +0.4% 4 qtrs
37 AEGIS FINANCIAL CORP 620.3K -171.0 (0.0%) 16.82M -1.9M (-10.1%) 0.54% +0.002 pp 4.01% -3.151 pp USD21.67 +25.1% 3 qtrs
38 HARA CAPITAL LLC 596.6K +200.0 (+0.0%) 16.18M -1.8M (-10.1%) 0.52% +0.003 pp 9.00% -1.600 pp USD36.19 -25.1% 9 qtrs
39 VOLEON CAPITAL MANAGEMENT LP 549.6K +120.1K (+28.0%) 14.91M +1.9M (+15.0%) 0.48% +0.113 pp 0.32% +0.004 pp USD27.98 -3.1% 5 qtrs
40 ACADIAN ASSET MANAGEMENT LLC 529.6K +483.9K (+1,059.5%) 14.35M +13.0M (+945.2%) 0.46% +0.418 pp 0.02% +0.021 pp USD27.37 -0.9% 16 qtrs
41 CANADA PENSION PLAN INVESTMENT BOARD 515.4K +86.0K (+20.0%) 13.98M +1.0M (+7.9%) 0.45% +0.083 pp 0.01% +0.000 pp USD29.66 -8.6% 17 qtrs
42 RENAISSANCE TECHNOLOGIES LLC 496.0K +496.0K (+100.0%) 13.45M +13.5M (+100.0%) 0.44% +0.435 pp 0.02% +0.021 pp USD27.12 +0.0% 1 qtrs NEW
43 ALLIANZ ASSET MANAGEMENT GMBH 491.9K +224.9K (+84.2%) 13.34M +5.3M (+65.6%) 0.43% +0.195 pp 0.01% +0.005 pp USD28.43 -4.6% 17 qtrs
44 SQUAREPOINT OPS LLC 463.0K +463.0K (+100.0%) 12.56M +12.6M (+100.0%) 0.40% +0.400 pp 0.01% +0.013 pp USD27.12 +0.0% 7 qtrs
45 FEDERATED HERMES, INC. 454.1K -34.5K (-7.1%) 12.31M -2.4M (-16.5%) 0.39% -0.028 pp 0.02% -0.006 pp USD21.63 +25.4% 42 qtrs
46 PDT PARTNERS, LLC 443.7K +59.0K (+15.3%) 12.03M +427.5K (+3.7%) 0.39% +0.058 pp 0.78% +0.049 pp USD29.76 -8.9% 2 qtrs
47 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 417.9K -72.8K (-14.8%) 11.33M -3.5M (-23.4%) 0.37% -0.056 pp 0.03% -0.012 pp USD26.86 +1.0% 6 qtrs
48 TOWLE & CO 386.8K +59.3K (+18.1%) 10.49M +608.8K (+6.2%) 0.33% +0.053 pp 2.77% +0.280 pp USD32.21 -15.8% 14 qtrs
49 FMR LLC 383.6K -664.7K (-63.4%) 10.40M -21.2M (-67.1%) 0.33% -0.573 pp 0.00% -0.001 pp USD33.09 -18.0% 32 qtrs
50 JPMORGAN CHASE & CO 363.8K -188.1K (-34.1%) 9.87M -6.8M (-40.7%) 0.31% -0.160 pp 0.00% 0.000 pp USD30.50 -11.1% 51 qtrs
51 BARCLAYS PLC 363.0K +146.3K (+67.5%) 9.84M +3.1M (+46.8%) 0.32% +0.132 pp 0.00% +0.001 pp USD33.57 -19.2% 51 qtrs
52 ALGERT GLOBAL LLC 359.7K -567.0 (-0.2%) 9.76M -1.1M (-10.3%) 0.32% +0.006 pp 0.15% -0.030 pp USD29.09 -6.8% 3 qtrs
53 VAN ECK ASSOCIATES CORP 279.1K -127.9K (-31.4%) 7.57M -4.7M (-38.4%) 0.24% -0.105 pp 0.01% -0.005 pp USD27.84 -2.6% 42 qtrs
54 RHUMBLINE ADVISERS 272.7K -26.5K (-8.9%) 7.40M -1.6M (-18.1%) 0.24% -0.018 pp 0.01% -0.001 pp USD25.84 +5.0% 51 qtrs
55 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 265.5K +206.7K (+351.3%) 7.20M +5.4M (+305.7%) 0.23% +0.179 pp 0.05% +0.036 pp USD27.80 -2.4% 2 qtrs
56 BNP PARIBAS ARBITRAGE, SNC 264.7K -321.1K (-54.8%) 7.18M -10.5M (-59.4%) 0.23% -0.272 pp 0.00% -0.006 pp USD22.84 +18.7% 47 qtrs
57 SEI INVESTMENTS CO 257.9K +196.4K (+319.4%) 6.99M +5.1M (+277.0%) 0.22% +0.170 pp 0.01% +0.005 pp USD28.21 -3.9% 15 qtrs
58 AVENTAIL CAPITAL GROUP, LP 255.7K +55.4K (+27.7%) 6.94M +891.9K (+14.8%) 0.22% +0.052 pp 0.40% +0.119 pp USD38.70 -29.9% 11 qtrs
59 PRAETORIAN PR LLC 250.0K +— (+0.0%) 6.78M -762.5K (-10.1%) 0.21% -0.001 pp 3.29% -1.248 pp USD30.17 -10.1% 2 qtrs
60 QUANTBOT TECHNOLOGIES LP 248.5K +197.3K (+385.0%) 6.74M +5.2M (+335.9%) 0.21% +0.171 pp 0.22% +0.182 pp USD27.75 -2.3% 4 qtrs
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 234.6K -45.6K (-16.3%) 6.36M -2.1M (-24.7%) 0.21% -0.035 pp 0.00% 0.000 pp USD30.88 -12.2% 51 qtrs
62 QUBE RESEARCH & TECHNOLOGIES LTD 233.4K +233.4K (+100.0%) 6.33M +6.3M (+100.0%) 0.20% +0.200 pp 0.01% +0.006 pp USD27.12 +0.0% 1 qtrs NEW
63 POINT72 ASSET MANAGEMENT, L.P. 218.1K +6.7K (+3.2%) 5.91M -462.2K (-7.2%) 0.19% +0.005 pp 0.01% -0.004 pp USD21.84 +24.2% 21 qtrs
64 UBS ASSET MANAGEMENT AMERICAS INC 208.9K -30.7K (-12.8%) 5.67M -1.6M (-21.6%) 0.18% -0.026 pp 0.00% 0.000 pp USD32.88 -17.5% 51 qtrs
65 AMERICAN CENTURY COMPANIES INC 200.7K +11.4K (+6.0%) 5.44M -266.7K (-4.7%) 0.18% +0.013 pp 0.00% 0.000 pp USD29.44 -7.9% 25 qtrs
66 PRUDENTIAL FINANCIAL INC 200.7K +8.7K (+4.5%) 5.44M -350.1K (-6.0%) 0.18% +0.011 pp 0.01% 0.000 pp USD31.90 -15.0% 44 qtrs
67 WOLVERINE ASSET MANAGEMENT LLC 200.0K +— (+0.0%) 5.42M -610.0K (-10.1%) 0.18% +0.003 pp 0.04% -0.002 pp USD19.09 +42.1% 4 qtrs
68 PUBLIC SECTOR PENSION INVESTMENT BOARD 196.8K +196.8K (+100.0%) 5.34M +5.3M (+100.0%) 0.17% +0.173 pp 0.02% +0.018 pp USD27.12 +0.0% 1 qtrs NEW
69 PRINCIPAL FINANCIAL GROUP INC 178.2K -7.1K (-3.8%) 4.83M -757.0K (-13.5%) 0.15% -0.005 pp 0.00% 0.000 pp USD17.84 +52.0% 49 qtrs
70 MAN GROUP PLC 177.4K +78.9K (+80.1%) 4.81M +1.8M (+61.9%) 0.15% +0.067 pp 0.01% +0.003 pp USD28.81 -5.9% 17 qtrs
71 LEGAL & GENERAL GROUP PLC 172.8K -7.9K (-4.4%) 4.69M -765.9K (-14.0%) 0.15% -0.006 pp 0.00% 0.000 pp USD17.81 +52.3% 45 qtrs
72 EXODUSPOINT CAPITAL MANAGEMENT, LP 172.3K +172.3K (+100.0%) 4.67M +4.7M (+100.0%) 0.15% +0.151 pp 0.04% +0.037 pp USD27.12 +0.0% 3 qtrs
73 SWISS NATIONAL BANK 171.2K +3.1K (+1.8%) 4.64M -428.6K (-8.5%) 0.15% +0.003 pp 0.00% 0.000 pp USD30.12 -10.0% 51 qtrs
74 VR ADVISORY SERVICES LTD 170.9K +— (+0.0%) 4.64M -521.4K (-10.1%) 0.15% +0.001 pp 0.73% -0.517 pp USD22.56 +20.2% 6 qtrs
75 ALLIANCEBERNSTEIN L.P. 166.3K -18.2K (-9.8%) 4.51M -1.1M (-19.0%) 0.15% -0.013 pp 0.00% 0.000 pp USD29.50 -8.1% 52 qtrs
76 SOVIERO ASSET MANAGEMENT, LP 165.0K +2.0K (+1.2%) 4.47M -442.9K (-9.0%) 0.14% +0.001 pp 2.14% -0.408 pp USD40.57 -33.2% 13 qtrs
77 LIGHTHOUSE INVESTMENT PARTNERS, LLC 161.8K +71.8K (+79.8%) 4.39M +1.7M (+61.6%) 0.14% +0.065 pp 0.13% +0.049 pp USD28.82 -5.9% 2 qtrs
78 GREAT LAKES ADVISORS, LLC 148.1K -70.3K (-32.2%) 4.02M -2.6M (-39.0%) 0.13% -0.058 pp 0.03% -0.022 pp USD30.17 -10.1% 2 qtrs
79 CINCTIVE CAPITAL MANAGEMENT LP 147.3K +147.3K (+100.0%) 4.00M +4.0M (+100.0%) 0.13% +0.129 pp 0.22% +0.216 pp USD27.12 +0.0% 1 qtrs NEW
80 CAPITAL FUND MANAGEMENT S.A. 143.4K -46.0K (-24.3%) 3.89M -1.8M (-31.9%) 0.12% -0.040 pp 0.01% -0.004 pp USD30.17 -10.1% 2 qtrs
81 OLD WEST INVESTMENT MANAGEMENT, LLC 140.7K +— (+0.0%) 3.82M -429.1K (-10.1%) 0.12% +0.002 pp 0.68% -0.292 pp USD30.17 -10.1% 2 qtrs
82 RAFFERTY ASSET MANAGEMENT, LLC 140.7K +19.6K (+16.2%) 3.81M +162.6K (+4.5%) 0.12% +0.019 pp 0.01% +0.001 pp USD27.00 +0.4% 19 qtrs
83 TREXQUANT INVESTMENT LP 138.0K -7.3K (-5.0%) 3.74M -640.0K (-14.6%) 0.12% -0.004 pp 0.03% -0.012 pp USD30.17 -10.1% 10 qtrs
84 WALLEYE CAPITAL LLC 137.1K -59.3K (-30.2%) 3.72M -2.2M (-37.2%) 0.12% -0.049 pp 0.01% -0.011 pp USD20.99 +29.2% 16 qtrs
85 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 135.3K +135.3K (+100.0%) 3.67M +3.7M (+100.0%) 0.12% +0.117 pp 0.01% +0.010 pp USD27.12 +0.0% 9 qtrs
86 COUNTERPOINT MUTUAL FUNDS LLC 135.1K +118.4K (+711.2%) 3.66M +3.2M (+629.2%) 0.12% +0.102 pp 0.27% +0.232 pp USD27.50 -1.4% 2 qtrs
87 WELLS FARGO & COMPANY/MN 132.9K +22.4K (+20.3%) 3.61M +270.7K (+8.1%) 0.12% +0.022 pp 0.00% +0.000 pp USD30.54 -11.2% 53 qtrs
88 THIRD AVENUE MANAGEMENT LLC 131.1K +— (+0.0%) 3.55M -370.9K (-9.4%) 0.11% +0.001 pp 0.65% -0.091 pp USD29.44 -7.9% 6 qtrs
89 IEQ CAPITAL, LLC 128.7K +3.8K (+3.0%) 3.49M -278.1K (-7.4%) 0.11% +0.004 pp 0.01% -0.001 pp USD22.19 +22.2% 4 qtrs
90 EMPOWERED FUNDS, LLC 119.4K +8.2K (+7.3%) 3.24M -118.2K (-3.5%) 0.10% +0.008 pp 0.03% -0.008 pp USD32.34 -16.1% 14 qtrs
91 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 118.7K +— (+0.0%) 3.22M -362.0K (-10.1%) 0.10% +0.001 pp 0.01% -0.001 pp USD24.30 +11.6% 36 qtrs
92 SCHONFELD STRATEGIC ADVISORS LLC 112.8K +60.0K (+113.8%) 3.06M +1.5M (+92.2%) 0.10% +0.051 pp 0.01% +0.005 pp USD24.31 +11.6% 4 qtrs
93 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 112.6K +— (+0.0%) 3.05M -343.3K (-10.1%) 0.10% +0.002 pp 0.10% -0.029 pp USD22.13 +22.5% 5 qtrs
94 GRAHAM CAPITAL MANAGEMENT, L.P. 110.9K +110.9K (+100.0%) 3.01M +3.0M (+100.0%) 0.10% +0.097 pp 0.07% +0.072 pp USD27.12 +0.0% 1 qtrs NEW
95 SAGEFIELD CAPITAL LP 110.3K +110.3K (+100.0%) 2.99M +3.0M (+100.0%) 0.10% +0.097 pp 0.25% +0.254 pp USD27.12 +0.0% 1 qtrs NEW
96 CAMPBELL & CO INVESTMENT ADVISER LLC 107.1K +107.1K (+100.0%) 2.90M +2.9M (+100.0%) 0.09% +0.093 pp 0.14% +0.139 pp USD27.12 +0.0% 1 qtrs NEW
97 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 104.5K -20.8K (-16.6%) 2.83M -946.2K (-25.0%) 0.09% -0.016 pp 0.04% -0.016 pp USD28.05 -3.3% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
0.07
Bearish
Buys
10
Sells
15
Shares acquired
42.3K
Shares disposed
575.8K
Cash buys
Cash sales
5.00
Net activity
-533,456
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 3,000 44.41 133.2K 18,888,698 D
2026-04-29 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 362,000 43.50 15.75M 18,891,698 D
2026-04-28 Ziemba Lawrence Michael Director F-InKind D Class A Common Stock 931 41.37 38.5K 21,016 D
2026-04-28 Wilmot Damian W. Director F-InKind D Class A Common Stock 1,142 41.37 47.2K 17,687 D
2026-04-28 Ogden George E. Director F-InKind D Class A Common Stock 931 41.37 38.5K 52,028 D
2026-04-28 Nimbley Thomas J. Director F-InKind D Class A Common Stock 1,210 41.37 50.1K 793,737 D
2026-04-28 Lubel Kimberly S Director A-Award A Class A Common Stock 4,231 0.00 52,134 D
2026-04-28 Hodges Georganne Director F-InKind D Class A Common Stock 931 41.37 38.5K 18,840 D
2026-04-28 EDWARDS S EUGENE Director F-InKind D Class A Common Stock 931 41.37 38.5K 65,406 D
2026-04-28 Davis Karen Berriman Director F-InKind D Class A Common Stock 1,375 41.37 56.9K 88,114 D
2026-04-28 DONAHUE PAUL JOSEPH Director F-InKind D Class A Common Stock 1,210 41.37 50.1K 25,319 D
2026-04-28 Abraham Spencer Director F-InKind D Class A Common Stock 1,174 41.37 48.6K 63,364 D
2026-04-07 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 6,300 47.53 299.4K 19,253,698 D
2026-04-06 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 130,000 46.18 6.00M 19,323,698 D
2026-03-31 Nimbley Thomas J. Director M-Exempt A Class A Common Stock 50,000 28.67 1.43M 840,716 D
2026-03-31 Fedena James E. Officer S-Sale D Class A Common Stock 25,000 49.54 1.24M 139,016 D
2026-03-31 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 200,000 50.74 10.15M 19,453,698 D
2026-03-30 Fedena James E. Officer S-Sale D Class A Common Stock 18,941 51.66 978.5K 139,016 D
2026-03-30 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 85,000 51.14 4.35M 19,653,698 D
2026-03-27 Davis Paul T Officer M-Exempt A Class A Common Stock 50,000 28.67 1.43M 233,426 D
2026-03-27 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 500,000 50.38 25.19M 19,838,698 D
2026-03-26 Nimbley Thomas J. Director S-Sale D Class A Common Stock 50,000 51.36 2.57M 790,716 D
2026-03-26 Lucey Matthew C. Director / Officer M-Exempt D Employee Stock Option (right to buy) 167,298 40.65 6.80M 0 D
2026-03-26 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 236,999 50.56 11.98M 20,338,698 D
2026-03-25 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 362,300 49.34 17.88M 21,083,098 D
2026-03-24 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 174,000 48.53 8.44M 21,958,898 D
2026-03-24 Canty Trecia M Officer M-Exempt A Class A Common Stock 62,999 21.38 1.35M 254,778 D
2026-03-23 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 8,838 47.64 421.1K 22,132,898 D
2026-03-20 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 100,400 49.53 4.97M 22,604,898 D
2026-03-19 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 52,000 50.18 2.61M 22,944,898 D
2026-03-18 Lucey Matthew C. Director / Officer M-Exempt A Class A Common Stock 120,000 21.38 2.57M 565,462 D
2026-03-18 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 612,000 45.86 28.06M 23,484,898 D
2026-03-17 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 600,000 44.43 26.66M 24,096,898 D
2026-03-16 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 31,941 44.11 1.41M 24,714,157 D
2026-03-13 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 380,000 43.30 16.45M 24,746,098 D
2026-03-12 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 265,000 43.55 11.54M 25,126,098 D
2026-03-11 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 838,000 41.91 35.12M 25,391,098 D
2026-03-10 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 22,000 40.08 881.9K 26,229,098 D
2026-03-06 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 13,000 44.89 583.5K 26,251,098 D
2026-03-05 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 205,000 46.57 9.55M 26,264,098 D
2026-03-04 Davis Paul T Officer M-Exempt D Employee Stock Option (right to buy) 50,000 28.67 1.43M 50,000 D
2026-03-04 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 280,964 42.32 11.89M 26,749,537 D
2026-03-04 Bukowski Michael Officer F-InKind D Class A Common Stock 1,634 44.80 73.2K 69,432 D
2026-03-03 Nimbley Thomas J. Director M-Exempt A Class A Common Stock 200,000 21.38 4.28M 990,716 D
2026-03-03 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 99,000 40.33 3.99M 27,372,198 D
2026-03-02 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 120,000 38.33 4.60M 27,471,198 D
2026-02-24 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 250,000 34.91 8.73M 27,591,198 D
2026-02-23 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 2,000 34.51 69.0K 27,841,198 D
2026-02-21 Davis Karen Berriman Director F-InKind D Class A Common Stock 3,441 34.38 118.3K 85,258 D
2026-02-20 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 132,000 34.65 4.57M 27,843,198 D
2026-02-19 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 72,000 34.13 2.46M 27,975,198 D
2026-02-18 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 18,000 34.50 621.1K 28,047,198 D
2026-02-17 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 75,000 34.11 2.56M 28,065,198 D
2026-02-13 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 300,000 34.23 10.27M 28,140,198 D
2026-02-12 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 3,000 36.79 110.4K 28,440,198 D
2026-02-11 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 450,000 35.38 15.92M 28,443,198 D
2026-02-10 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 1,400 34.50 48.3K 28,893,198 D
2026-02-09 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 228,500 35.26 8.06M 28,894,598 D
2026-02-06 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 303,200 35.62 10.80M 29,123,098 D
2026-02-05 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 157,200 34.66 5.45M 29,426,298 D
2026-02-04 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 220,400 34.83 7.68M 29,843,098 D
2026-02-03 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 140,659 34.10 4.80M 30,063,498 D
2026-01-30 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 60,000 33.46 2.01M 30,263,498 D
2026-01-29 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 35,000 34.07 1.19M 30,323,498 D
2026-01-22 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 40,000 33.79 1.35M 30,358,498 D
2026-01-21 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 9,000 32.91 296.2K 30,398,498 D
2026-01-14 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 260,000 33.17 8.62M 30,407,498 D
2026-01-13 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 106,000 33.73 3.57M 30,667,498 D
2026-01-09 Control Empresarial de Capitales S.A. de C.V. 10% Owner S-Sale D Class A Common Shares (as defined in Exhibit 99.1 hereto) 50,000 32.31 1.62M 30,773,498 D
2025-12-19 Andriola Steven John Officer S-Sale D Class A Common Stock 2,579 26.19 67.5K 17,414 D
2025-12-16 O Connor Thomas L Officer F-InKind D Class A Common Stock 4,869 26.64 129.7K 196,375 D
2025-12-16 Marino Joseph Daniel Officer F-InKind D Class A Common Stock 653 26.64 17.4K 48,851 D
2025-12-16 Lucey Matthew C. Director / Officer F-InKind D Class A Common Stock 14,298 26.64 380.9K 445,462 D
2025-12-16 Ho Tai Wendy Officer F-InKind D Class A Common Stock 4,869 26.64 129.7K 129,209 D
2025-12-16 Fedena James E. Officer F-InKind D Class A Common Stock 4,045 26.64 107.8K 157,957 D
2025-12-16 Davis Paul T Officer F-InKind D Class A Common Stock 4,869 26.64 129.7K 183,426 D
2025-12-16 Davis Karen Berriman Director F-InKind D Class A Common Stock 5,272 26.64 140.4K 88,699 D
2025-12-16 Canty Trecia M Officer F-InKind D Class A Common Stock 4,869 26.64 129.7K 191,779 D
2025-12-16 Bukowski Michael Officer F-InKind D Class A Common Stock 2,617 26.64 69.7K 71,066 D
2025-12-16 Andriola Steven John Officer F-InKind D Class A Common Stock 659 26.64 17.6K 19,993 D
2025-12-07 Andriola Steven John Officer F-InKind D Class A Common Stock 79 33.40 2.6K 20,652 D
2025-12-02 O Connor Thomas L Officer F-InKind D Class A Common Stock 4,096 34.55 141.5K 201,244 D
2025-12-02 Marino Joseph Daniel Officer F-InKind D Class A Common Stock 496 34.55 17.1K 49,504 D
2025-12-02 Lucey Matthew C. Director / Officer F-InKind D Class A Common Stock 4,724 34.55 163.2K 459,760 D
2025-12-02 Ho Tai Wendy Officer F-InKind D Class A Common Stock 2,895 34.55 100.0K 134,078 D
2025-12-02 Fedena James E. Officer F-InKind D Class A Common Stock 2,201 34.55 76.0K 162,002 D
2025-12-02 Davis Paul T Officer F-InKind D Class A Common Stock 4,096 34.55 141.5K 188,295 D
2025-12-02 Canty Trecia M Officer F-InKind D Class A Common Stock 4,096 34.55 141.5K 196,648 D
2025-12-02 Andriola Steven John Officer F-InKind D Class A Common Stock 243 34.55 8.4K 20,731 D
2025-11-11 O Connor Thomas L Officer M-Exempt D Employee Stock Option (right to buy) 25,000 6.72 168.0K 0 D
2025-11-10 O Connor Thomas L Officer M-Exempt A Class A Common Stock 25,997 6.72 174.7K 231,337 D
2025-11-10 Davis Paul T Officer M-Exempt D Employee Stock Option (right to buy) 50,000 30.89 1.54M 0 D
2025-11-06 Canty Trecia M Officer M-Exempt D Employee Stock Option (right to buy) 50,000 30.89 1.54M 0 D
2025-11-05 Lucey Matthew C. Director / Officer M-Exempt D Employee Stock Option (right to buy) 120,000 30.89 3.71M 0 D
2025-11-03 Nimbley Thomas J. Director M-Exempt A Class A Common Stock 250,000 30.89 7.72M 1,040,716 D
2025-11-03 Andriola Steven John Officer S-Sale D Class A Common Stock 1,048 34.39 36.0K 20,974 D
2025-10-28 O Connor Thomas L Officer A-Award A Class A Common Stock 30,353 0.00 205,340 D
2025-10-28 Marino Joseph Daniel Officer A-Award A Class A Common Stock 30,353 0.00 50,000 D
2025-10-28 Lucey Matthew C. Director / Officer A-Award A Class A Common Stock 70,372 0.00 456,319 D
2025-10-28 Ho Tai Wendy Officer A-Award A Class A Common Stock 30,353 0.00 136,973 D
2025-10-28 Fedena James E. Officer A-Award A Class A Common Stock 30,353 0.00 164,203 D
2025-10-28 Davis Paul T Officer A-Award A Class A Common Stock 30,353 0.00 192,391 D
2025-10-28 Canty Trecia M Officer A-Award A Class A Common Stock 30,353 0.00 200,744 D
2025-10-28 Bukowski Michael Officer A-Award A Class A Common Stock 30,353 0.00 73,683 D
2025-10-28 Andriola Steven John Officer A-Award A Class A Common Stock 6,101 0.00 22,022 D
2025-10-27 O Connor Thomas L Officer F-InKind D Class A Common Stock 2,997 33.44 100.2K 174,987 D
2025-10-27 Marino Joseph Daniel Officer F-InKind D Class A Common Stock 395 33.44 13.2K 19,647 D
2025-10-27 Lucey Matthew C. Director / Officer F-InKind D Class A Common Stock 11,593 33.44 387.7K 385,947 D
2025-10-27 Ho Tai Wendy Officer F-InKind D Class A Common Stock 2,111 33.44 70.6K 106,620 D
2025-10-27 Fedena James E. Officer F-InKind D Class A Common Stock 1,581 33.44 52.9K 133,850 D
2025-10-27 Davis Paul T Officer F-InKind D Class A Common Stock 2,998 33.44 100.3K 162,038 D
2025-10-27 Davis Karen Berriman Director F-InKind D Class A Common Stock 3,184 33.44 106.5K 93,971 D
2025-10-27 Canty Trecia M Officer F-InKind D Class A Common Stock 2,941 33.44 98.3K 170,391 D
2025-10-27 Andriola Steven John Officer F-InKind D Class A Common Stock 398 33.44 13.3K 15,921 D
2025-10-03 Davis Karen Berriman Director A-Award A Class A Common Stock 3,345 0.00 98,787 D
2025-10-01 Marino Joseph Daniel Officer Class A Common Stock 0 0.00 20,042 D
2025-10-01 Andriola Steven John Officer Class A Common Stock 0 0.00 16,319 D
2025-09-26 O Connor Thomas L Officer S-Sale D Class A Common Stock 30,000 34.00 1.02M 177,984 D
2025-09-25 O Connor Thomas L Officer M-Exempt A Class A Common Stock 30,000 30.89 926.7K 237,984 D
2025-09-25 Canty Trecia M Officer S-Sale D Class A Common Stock 50,000 34.13 1.71M 173,332 D
2025-07-01 Nimbley Thomas J. Director A-Award A Class A Common Stock 7,859 0.00 794,551 D
2025-06-05 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 48,500 17.99 872.3K 30,823,498 D
2025-04-29 Ziemba Lawrence Michael Director F-InKind D Class A Common Stock 2,236 17.22 38.5K 17,716 D
2025-04-29 Wilmot Damian W. Director F-InKind D Class A Common Stock 2,744 17.22 47.3K 14,598 D
2025-04-29 Ogden George E. Director F-InKind D Class A Common Stock 2,236 17.22 38.5K 48,728 D
2025-04-29 Lubel Kimberly S Director A-Award A Class A Common Stock 10,163 0.00 50,139 D
2025-04-29 Hodges Georganne Director F-InKind D Class A Common Stock 2,236 17.22 38.5K 15,540 D
2025-04-29 EDWARDS S EUGENE Director A-Award A Class A Common Stock 10,163 0.00 64,342 D
2025-04-29 DONAHUE PAUL JOSEPH Director F-InKind D Class A Common Stock 2,907 17.22 50.1K 22,298 D
2025-04-29 Abraham Spencer Director F-InKind D Class A Common Stock 2,820 17.22 48.6K 60,307 D
2025-04-15 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 15,000 14.44 216.6K 30,774,998 D
2025-04-10 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 2,000 14.50 29.0K 30,759,998 D
2025-04-09 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 15,000 13.98 209.6K 30,757,998 D
2025-04-08 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 5,000 14.10 70.5K 30,742,998 D
2025-04-07 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 16,000 13.88 222.1K 30,737,998 D
2025-04-04 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 25,000 14.35 358.8K 30,721,998 D
2025-04-03 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 16,000 18.23 291.7K 30,696,998 D
2025-04-02 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 22,000 19.48 428.5K 30,586,998 D
2025-04-01 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 30,000 18.26 547.7K 30,564,998 D
2025-03-28 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 20,000 19.09 381.7K 30,534,998 D
2025-03-26 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 35,000 19.31 675.8K 30,514,998 D
2025-03-25 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 130,000 19.56 2.54M 30,479,998 D
2025-03-05 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 100,000 19.13 1.91M 30,349,998 D
2025-03-04 Bukowski Michael Officer F-InKind D Class A Common Stock 1,763 20.56 36.2K 43,330 D
2025-03-03 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 155,000 20.21 3.13M 30,249,998 D
2025-02-28 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 80,000 21.01 1.68M 30,094,998 D
2025-02-27 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 40,000 21.48 859.3K 30,014,998 D
2025-02-26 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 189,000 22.02 4.16M 29,974,998 D
2025-02-25 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 74,000 22.78 1.69M 29,785,998 D
2025-02-21 Davis Karen Berriman Officer F-InKind D Class A Common Stock 2,791 23.20 64.8K 95,442 D
2025-02-20 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 6,000 23.77 142.6K 29,711,998 D
2025-02-18 O Connor Thomas L Officer A-Award A Class A Common Stock 53,779 0.00 235,492 D
2025-02-18 Nimbley Thomas J. Director / Officer F-InKind D Class A Common Stock 67,580 23.93 1.62M 849,413 D
2025-02-18 Lucey Matthew C. Director / Officer F-InKind D Class A Common Stock 25,393 23.93 607.7K 397,540 D
2025-02-18 Ho Tai Wendy Officer F-InKind D Class A Common Stock 3,122 23.93 74.7K 108,731 D
2025-02-18 Fedena James E. Officer F-InKind D Class A Common Stock 2,374 23.93 56.8K 135,431 D
2025-02-18 Davis Paul T Officer A-Award A Class A Common Stock 53,799 0.00 186,296 D
2025-02-18 Canty Trecia M Officer F-InKind D Class A Common Stock 21,240 23.93 508.3K 173,352 D
2025-02-13 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 145,000 23.62 3.42M 29,650,998 D
2025-02-06 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 150,000 28.70 4.31M 29,505,998 D
2025-02-03 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 40,000 27.47 1.10M 29,355,998 D
2025-01-31 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 125,000 29.21 3.65M 29,315,998 D
2025-01-30 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 46,000 29.70 1.37M 29,190,998 D
2025-01-28 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 60,000 29.29 1.76M 29,144,998 D
2025-01-22 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 100,000 29.60 2.96M 29,084,998 D
2025-01-14 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 100,000 28.62 2.86M 28,984,998 D
2024-12-26 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 70,000 25.56 1.79M 28,884,998 D
2024-12-18 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 341,500 26.86 9.17M 28,814,998 D
2024-12-16 O Connor Thomas L Officer A-Award A Class A Common Stock 28,555 0.00 181,713 D
2024-12-16 Nimbley Thomas J. Director / Officer A-Award A Class A Common Stock 66,451 0.00 772,619 D
2024-12-16 Lucey Matthew C. Director / Officer A-Award A Class A Common Stock 83,854 0.00 361,036 D
2024-12-16 Ho Tai Wendy Officer A-Award A Class A Common Stock 28,555 0.00 103,219 D
2024-12-16 Fedena James E. Officer A-Award A Class A Common Stock 28,555 0.00 129,171 D
2024-12-16 Davis Paul T Officer A-Award A Class A Common Stock 28,555 0.00 132,497 D
2024-12-16 Davis Karen Berriman Officer A-Award A Class A Common Stock 30,913 0.00 98,233 D
2024-12-16 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 88,000 27.77 2.44M 28,473,498 D
2024-12-16 Canty Trecia M Officer A-Award A Class A Common Stock 28,555 0.00 140,793 D
2024-12-16 Bukowski Michael Officer A-Award A Class A Common Stock 28,555 0.00 45,093 D
2024-12-13 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 100,000 29.13 2.91M 28,385,498 D
2024-12-12 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 219,000 29.58 6.48M 28,285,498 D
2024-12-11 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 66,000 30.04 1.98M 28,066,498 D
2024-12-06 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 137,000 29.93 4.10M 28,000,498 D
2024-12-04 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 300,000 30.82 9.25M 27,863,498 D
2024-12-02 O Connor Thomas L Officer F-InKind D Class A Common Stock 4,179 32.70 136.7K 153,158 D
2024-12-02 Nimbley Thomas J. Director / Officer F-InKind D Class A Common Stock 10,940 32.70 357.7K 706,168 D
2024-12-02 Lucey Matthew C. Director / Officer F-InKind D Class A Common Stock 4,725 32.70 154.5K 277,182 D
2024-12-02 Ho Tai Wendy Officer F-InKind D Class A Common Stock 4,143 32.70 135.5K 74,664 D
2024-12-02 Fedena James E. Officer F-InKind D Class A Common Stock 3,402 32.70 111.2K 100,616 D
2024-12-02 Davis Paul T Officer F-InKind D Class A Common Stock 4,095 32.70 133.9K 103,942 D
2024-12-02 Canty Trecia M Officer F-InKind D Class A Common Stock 4,095 32.70 133.9K 112,238 D
2024-11-29 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 195,000 31.12 6.07M 27,563,498 D
2024-11-27 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 409,000 31.58 12.92M 27,368,498 D
2024-11-26 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 220,000 31.45 6.92M 26,959,498 D
2024-11-25 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 57,000 31.70 1.81M 26,739,498 D
2024-11-20 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 150,000 31.38 4.71M 26,682,498 D
2024-11-19 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 100,000 31.28 3.13M 26,532,498 D
2024-11-14 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 115,000 29.99 3.45M 26,432,498 D
2024-11-13 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 40,000 29.49 1.18M 26,317,498 D
2024-11-12 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 40,000 30.09 1.20M 26,277,498 D
2024-11-11 Control Empresarial de Capitales S.A. de C.V. 10% Owner P-Purchase A Class A Common Shares (as defined in Exhibit 99.1 hereto) 40,000 29.98 1.20M 26,237,498 D

Executive team

Top executives
EBIT / Employee
-237.7K
Shares Outstanding
117.45M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Matthew C. Lucey President and Chief Executive Officer 1.25M 312.5K 5.77M 557.5K 7.89M 73.12%
2 2025 T. Paul Davis SVP-Supply, Trading and Optimization 632.5K 158.1K 2.49M 341.7K 3.62M 68.72%
3 2025 Thomas O’Connor Former SVP-Commodity Risk & Strategy 632.5K 158.1K 2.49M 306.7K 3.58M 69.39%
4 2025 Trecia M. Canty SVP-General Counsel 632.5K 158.1K 2.49M 290.8K 3.55M 70.05%
5 2025 Joseph Marino SVP-Chief Financial Officer 406.3K 101.6K 2.49M 130.5K 3.13M 79.58%
6 2025 Karen B. Davis Former SVP- Chief Financial Officer 495.0K 255.0K 750.0K 0.00%
7 2024 Matthew C. Lucey President and Chief Executive Officer 1.25M 890.0K 5.84M 861.3K 8.84M 66.04%
8 2024 Michael A. Bukowski SVP-Refining 394.0K 3.97M 298.2K 4.67M 85.17%
9 2024 Karen B. Davis SVP-Chief Financial Officer 635.0K 690.0K 2.15M 414.0K 3.89M 55.33%
10 2024 Karen B. Davis Former SVP- Chief Financial Officer 635.0K 690.0K 2.15M 414.0K 3.89M 55.33%
11 2024 T. Paul Davis SVP-Supply, Trading and Optimization 607.5K 607.5K 1.99M 531.9K 3.73M 53.23%
12 2024 Trecia M. Canty SVP-General Counsel 607.5K 607.5K 1.99M 494.8K 3.70M 53.76%
13 2024 Trecia M. Canty SVP- General Counsel 607.5K 607.5K 1.99M 494.8K 3.70M 53.75%
14 2024 Thomas O’Connor Former SVP-Commodity Risk & Strategy 607.5K 607.5K 1.99M 490.7K 3.69M 53.81%
15 2023 Matthew C. Lucey President and Chief Executive Officer 990.0K 2.83M 7.84M 585.8K 12.24M 64.02%
16 2023 Thomas J. Nimbley Executive Chairman Former Chief Executive Officer 1.35M 3.86M 6.01M 963.3K 12.18M 49.35%
17 2023 Karen B. Davis Former SVP- Chief Financial Officer 630.0K 3.00M 4.53M 404.9K 8.56M 52.88%
18 2023 Karen B. Davis SVP-Chief Financial Officer 630.0K 3.00M 4.53M 404.9K 8.56M 52.88%
19 2023 Trecia M. Canty SVP- General Counsel 602.5K 2.32M 1.99M 478.4K 5.39M 36.87%
20 2023 Trecia M. Canty SVP-General Counsel 602.5K 2.32M 1.99M 478.4K 5.39M 36.87%
21 2023 T. Paul Davis SVP-Supply, Trading and Optimization 602.5K 2.32M 1.99M 473.8K 5.39M 36.90%
22 2023 Thomas O’Connor SVP-Commodity Risk and Strategy 602.5K 2.32M 1.99M 473.0K 5.38M 36.91%
23 2023 Thomas O’Connor Former SVP-Commodity Risk & Strategy 602.5K 2.32M 2.39M 473.0K 5.38M 44.38%
24 2022 Thomas J. Nimbley Chief Executive Officer 1.50M 4.62M 6.18M 799.3K 13.10M 47.17%
25 2022 Thomas J. Nimbley Executive Chairman Former Chief Executive Officer 1.50M 4.62M 6.18M 799.3K 13.10M 47.17%
26 2022 Matthew C. Lucey President and Chief Executive Officer 670.0K 2.23M 2.77M 265.9K 5.93M 46.61%
27 2022 Matthew C. Lucey President 670.0K 2.23M 2.77M 265.9K 5.93M 46.61%
28 2022 T. Paul Davis SVP-Supply, Trading and Optimization 553.8K 2.20M 2.39M 322.7K 5.46M 43.75%
29 2022 Trecia M. Canty SVP- General Counsel 553.8K 2.20M 2.39M 288.9K 5.43M 44.02%
30 2022 Thomas O’Connor SVP-Commodity Risk and Strategy 553.8K 2.20M 2.39M 275.0K 5.41M 44.13%
31 2022 C. Erik Young Former Senior Vice President, Chief Financial Officer 562.2K 1.62M 189.8K 370.5K 2.74M 6.92%
32 2021 Thomas J. Nimbley Executive Chairman Former Chief Executive Officer 1.42M 900.0K 2.80M 1.67M 507.4K 7.29M 61.28%
33 2021 Thomas J. Nimbley Chief Executive Officer 1.42M 900.0K 2.80M 1.67M 507.4K 7.29M 61.28%
34 2021 Matthew C. Lucey President and Chief Executive Officer 650.0K 390.0K 1.29M 716.9K 243.3K 3.29M 61.03%
35 2021 Matthew C. Lucey President 650.0K 390.0K 1.29M 716.9K 243.3K 3.29M 61.03%
36 2021 C. Erik Young Former Senior Vice President, Chief Financial Officer 565.0K 339.0K 1.17M 660.9K 211.2K 2.95M 62.18%
37 2021 T. Paul Davis SVP-Supply, Trading and Optimization 537.5K 322.5K 1.12M 622.8K 207.0K 2.81M 61.96%
38 2021 Thomas O’Connor SVP-Commodity Risk and Strategy 537.5K 322.5K 1.12M 622.8K 188.3K 2.79M 62.38%
39 2020 Thomas J. Nimbley Chief Executive Officer 875.0K 1.75M 1.59M 726.3K 4.94M 67.57%
40 2020 Matthew C. Lucey President 487.5K 782.7K 663.1K 417.8K 2.35M 61.49%
41 2020 C. Erik Young Former Senior Vice President, Chief Financial Officer 423.8K 685.0K 585.6K 343.5K 2.04M 62.35%
42 2020 Thomas O’Connor SVP-Commodity Risk and Strategy 403.1K 630.6K 531.2K 303.6K 1.87M 62.18%
43 2020 T. Paul Davis SVP-Supply, Trading and Optimization 403.1K 630.6K 531.2K 303.3K 1.87M 62.19%
44 2014 Thomas D. O’Malley Executive Chairman of the Board of Directors 1.50M 4.50M 802.2K 390.5K 15.6K 8.08M 14.77%
45 2014 Thomas J. Nimbley Chief Executive Officer 850.0K 2.55M 534.8K 390.5K 15.6K 4.69M 19.73%
46 2014 Matthew C. Lucey President* 533.3K 1.60M 534.8K 789.5K 15.6K 3.74M 35.40%
47 2014 Michael Gayda Retired President** 675.0K 2.03M 534.8K 15.6K 3.63M 14.74%
48 2014 C. Erik Young Senior Vice President, Chief Financial Officer 366.7K 1.10M 401.1K 550.1K 15.6K 2.56M 37.17%
49 2013 Thomas D. O’Malley Executive Chairman of the Board of Directors 1.50M 1.53M 2.10M 15.3K 6.55M 55.33%
50 2013 Thomas J. Nimbley Chief Executive Officer 837.1K 2.26M 15.3K 3.78M 59.58%
51 2013 Michael Gayda Retired President** 675.0K 15.3K 1.31M 0.00%
52 2013 Matthew C. Lucey President* 493.6K 15.3K 864.1K 0.00%
53 2013 Matthew C. Lucey Executive Vice President (formerly Senior Vice President, Chief Financial Officer) 493.6K 15.3K 864.1K 0.00%
54 2013 Paul Davis Vice President, Crude Feedstocks 325.0K 419.0K 15.3K 859.4K 48.75%
55 2013 Todd O’Malley Senior Vice and Chief Commercial Officer 341.7K 419.0K 15.3K 856.7K 48.91%
56 2013 C. Erik Young Senior Vice President, Chief Financial Officer 291.7K 15.3K 371.9K 0.00%
57 2012 Thomas D. O’Malley Executive Chairman of the Board of Directors 1.50M 5.87M 3.01M 10.99M 0.00%
58 2012 Thomas J. Nimbley Chief Executive Officer 750.0K 2.93M 615.0K 5.06M 0.00%
59 2012 Michael Gayda Retired President** 675.0K 2.64M 215.0K 4.15M 0.00%
60 2012 Matthew C. Lucey President* 450.0K 1.76M 168.5K 2.89M 0.00%
61 2012 Matthew C. Lucey Executive Vice President (formerly Senior Vice President, Chief Financial Officer) 450.0K 1.76M 370.8K 168.5K 2.89M 12.82%
62 2012 Todd O’Malley Senior Vice and Chief Commercial Officer 287.5K 459.4K 332.7K 241.0K 1.41M 23.67%
63 2012 C. Erik Young Senior Vice President, Chief Financial Officer 237.5K 450.0K 332.7K 153.0K 1.24M 26.75%
64 2012 Paul Davis Vice President, Crude Feedstocks 194.4K 500.0K 425.4K 113.8K 1.23M 34.48%
65 2011 Thomas D. O’Malley Executive Chairman of the Board of Directors 1.50M 6.10M 543.0K 11.0K 8.37M 6.49%
66 2011 Matthew C. Lucey Executive Vice President (formerly Senior Vice President, Chief Financial Officer) 425.0K 1.73M 51.1K 59.2K 14.7K 2.34M 4.71%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-17 DEFA14A
2026-03-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 SC 13G/A
2026-05-06 4
2026-04-30 S-8
2026-04-30 8-K
2026-04-30 8-K
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4

Executive team

NameTitleCompensationGender
Thomas D. O'Malley Consultant 5M male
Thomas L. O'Connor Senior Vice President of Commodity Risk & Strategy 3M male
Matthew C. Lucey President, Chief Executive Officer & Director 2M male
Trecia Canty Senior Vice President, General Counsel & Corporate Secretary 863.9K female
Timothy Paul Davis Senior Vice President of Supply, Trading & Optimization 863.9K male
Michael Bukowski Senior Vice President & Head of Refining 747.3K male
Joseph Marino Senior Vice President & Chief Financial Officer 542.1K male
Steven Andriola Chief Accounting Officer & Controller male
James E. Fedena Senior Vice President of Logistics, Renewable Fuels & Strategic Assets male
Colin Murray Vice President of Investor Relations male
Tai Senior Vice President of Human Resources female
ESG Rating
B
OIL & GAS REFINING & MARKETING
2025
E (Environmental)
59.2 / 55.3
Company / Sector avg.
S (Social)
65.3 / 62.5
Company / Sector avg.
G (Governance)
72.1 / 57.7
Company / Sector avg.
ESG Total
65.6 / 58.5
Company / Sector avg.
ESG Score History OIL & GAS REFINING & MARKETING
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
2021-05-12 2021-05-17 Mark Dr Green TN07 Purchase $250,001 - $500,000
2020-10-01 2020-10-22 Lois Frankel FL21 Self Sale (Full) $1,001 - $15,000
2020-06-09 2020-06-28 Lois Frankel FL21 Purchase $1,001 - $15,000
2020-05-28 2020-06-28 Lois Frankel FL21 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits