PHINIA Inc. (PHIN)
Auburn Hills, MI, US
PHINIA Inc. specializes in the engineering and production of fuel injection components and systems for both gasoline and diesel engines. Beyond its core manufacturing, the company extends its reach by supplying a variety of new and reconditioned parts and services to both independent aftermarket clients and authorized original equipment service providers. Its extensive product catalog encompasses solutions across crucial automotive domains, including precise fuel delivery systems, advanced electronics and engine management, starting and charging components, as well as maintenance tools, diagnostic equipment, and vehicle testing apparatus. Established in 2023, PHINIA Inc. is headquartered in Auburn Hills, Michigan.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.34% | -0.60% | +7.34% | +5.17% | +42.64% | +25.03% | +80.52% | +111.84% | +111.84% | +111.84% | +111.84% |
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 | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
84.50
+6.2%
|
| Last Year | 6 |
73.33
-7.8%
|
| All Time | 7 |
70.57
-11.3%
|
-
Revenue growth Auto - Parts: +7.8%+2.4% Q1'26: +10.3% (vs Q1'25)
-
EPS growth Auto - Parts: +18.0%+84.1% ★ Q1'26: +52.4% (vs Q1'25)
-
FCF margin FCF growth · Auto - Parts: +53.1%+5.4% Q1'26: +2.4% (vs Q1'25)
-
EBIT margin Auto - Parts: +7.5%+8.0% ★ Q1'26: +8.2% (vs Q1'25)
-
ROIC Auto - Parts: +6.4%+8.2% ★ Q1'26: +8.3% (vs Q1'25)
-
Share dilution Auto - Parts: +0.0%-10.5% ★ Q1'26: -6.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Auto - Parts: 0.27×2.33× Q1'26: 2.32× (vs Q1'25)
* 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 |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
3.50B
est: 3.53B (-0.8%)
|
3.40B
est: 3.38B (+0.8%)
|
3.48B
est: 3.44B (+1.3%)
|
3.65B
3.63B – 3.69B
+6.3% YoY
|
3.74B
3.72B – 3.78B
+2.4% YoY
|
3.76B
3.76B – 3.76B
+0.6% YoY
|
3.88B
3.85B – 3.92B
+3.0% YoY
|
3.97B
3.94B – 4.01B
+2.5% YoY
|
| EBITDA |
433.00M
est: 475.87M (-9.0%)
|
446.00M
est: 455.56M (-2.1%)
|
437.00M
est: 463.55M (-5.7%)
|
492.91M
489.54M – 498.22M
+6.3% YoY
|
504.56M
501.12M – 510.00M
+2.4% YoY
|
507.46M
507.46M – 507.46M
+0.6% YoY
|
522.81M
519.24M – 528.44M
+3.0% YoY
|
535.76M
532.10M – 541.52M
+2.5% YoY
|
| EBIT |
262.00M
est: 295.98M (-11.5%)
|
286.00M
est: 283.35M (+0.9%)
|
280.00M
est: 288.32M (-2.9%)
|
306.58M
304.49M – 309.88M
+6.3% YoY
|
313.83M
311.68M – 317.21M
+2.4% YoY
|
315.63M
315.63M – 315.63M
+0.6% YoY
|
325.18M
322.95M – 328.68M
+3.0% YoY
|
333.23M
330.95M – 336.82M
+2.5% YoY
|
| Net Income |
102.00M
est: 82.70M (+23.3%)
|
79.00M
est: 157.46M (-49.8%)
|
130.00M
est: 199.04M (-34.7%)
|
243.25M
240.48M – 246.03M
+22.2% YoY
|
272.32M
269.21M – 275.42M
+11.9% YoY
|
290.78M
238.79M – 342.77M
+6.8% YoY
|
381.35M
377.96M – 386.69M
+31.1% YoY
|
378.54M
375.18M – 383.84M
-0.7% YoY
|
| SGA |
208.00M
est: 315.01M (-34.0%)
|
329.00M
est: 301.57M (+9.1%)
|
342.00M
est: 306.85M (+11.5%)
|
326.29M
324.06M – 329.80M
+6.3% YoY
|
334.01M
331.72M – 337.60M
+2.4% YoY
|
335.92M
335.92M – 335.92M
+0.6% YoY
|
346.08M
343.72M – 349.81M
+3.0% YoY
|
354.65M
352.23M – 358.47M
+2.5% YoY
|
| EPS |
2.17
est: 2.06 (+5.5%)
|
1.80
est: 3.93 (-54.2%)
|
3.31
est: 4.95 (-33.1%)
|
6.05
6.00 – 6.14
+22.2% YoY
|
6.77
6.71 – 6.87
+11.9% YoY
|
7.25
5.95 – 8.55
+7.1% YoY
|
9.51
9.43 – 9.64
+31.1% YoY
|
9.44
9.36 – 9.57
-0.7% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 3/5 |
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. | 6.02M | 12.80% | 5.84M | — | 6.02M | — | HC | Delaware | 2023-08-08 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 5.21M | 11.11% | — | 28.3K | — | 110.6K | IA | — | 2023-08-10 | ↗ |
| 3 | Cooper Creek Partners Management LLC | 2.67M | 5.71% | 2.67M | — | 2.67M | — | OO | — | 2024-02-12 | ↗ |
| 4 | FIFTHDELTA LTD | 2.40M | 5.10% | — | 2.40M | — | 2.40M | FI, CO | United Kingdom | 2023-10-10 | ↗ |
| 5 | Israel A. Englander | 2.27M | 5.40% | — | 2.27M | — | 2.27M | IN | Delaware | 2024-11-06 | ↗ |
| 6 | Millennium Group Management LLC | 2.27M | 5.40% | — | 2.27M | — | 2.27M | OO | Delaware | 2024-11-06 | ↗ |
| 7 | Millennium Management LLC | 2.27M | 5.40% | — | 2.27M | — | 2.27M | OO | Delaware | 2024-11-06 | ↗ |
| 8 | Integrated Core Strategies (US) LLC | 2.24M | 5.30% | — | 2.24M | — | 2.24M | OO | Delaware | 2024-11-06 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 5.75M +80.0K (+1.4%) | 360.28M +34.5M (+10.6%) | 14.70% +0.351 pp | 0.01% +0.000 pp | USD46.26 +35.5% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 4.51M +44.6K (+1.0%) | 282.74M +26.1M (+10.2%) | 11.53% +0.230 pp | 0.00% +0.000 pp | USD27.88 +124.9% | 10 qtrs — |
| 3 | DIMENSIONAL FUND ADVISORS LP | 2.30M +45.2K (+2.0%) | 144.31M +14.6M (+11.3%) | 5.95% +0.235 pp | 0.03% +0.002 pp | USD36.58 +71.4% | 10 qtrs — |
| 4 | VOSS CAPITAL, LLC | 1.73M +47.5K (+2.8%) | 108.29M +11.7M (+12.1%) | 4.42% +0.165 pp | 5.20% +0.524 pp | USD44.29 +41.5% | 8 qtrs — |
| 5 | AMERICAN CENTURY COMPANIES INC | 1.61M -31.9K (-1.9%) | 100.93M +6.6M (+6.9%) | 4.12% -0.039 pp | 0.05% +0.003 pp | USD39.25 +59.7% | 10 qtrs — |
| 6 | STATE STREET CORP | 1.53M -40.4K (-2.6%) | 95.62M +5.6M (+6.2%) | 3.90% -0.063 pp | 0.00% +0.000 pp | USD28.60 +119.2% | 10 qtrs — |
| 7 | LSV ASSET MANAGEMENT | 1.34M -22.8K (-1.7%) | 84.11M +5.7M (+7.2%) | 3.43% -0.023 pp | 0.18% +0.010 pp | USD36.03 +74.0% | 10 qtrs — |
| 8 | FMR LLC | 1.28M +625.4K (+95.8%) | 80.15M +42.6M (+113.5%) | 3.27% +1.616 pp | 0.00% +0.002 pp | USD56.45 +11.1% | 10 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.14M -9.6K (-0.8%) | 71.45M +5.4M (+8.2%) | 2.91% +0.005 pp | 0.00% +0.000 pp | USD33.20 +88.8% | 10 qtrs — |
| 10 | GOLDMAN SACHS GROUP INC | 944.1K -338.7K (-26.4%) | 59.19M -14.5M (-19.7%) | 2.44% -0.808 pp | 0.01% -0.002 pp | USD42.32 +48.1% | 10 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 704.2K -8.1K (-1.1%) | 44.14M +3.2M (+7.8%) | 1.82% +0.017 pp | 0.01% +0.000 pp | USD34.01 +84.3% | 10 qtrs — |
| 12 | MORGAN STANLEY | 670.3K -42.2K (-5.9%) | 42.02M +1.1M (+2.6%) | 1.71% -0.090 pp | 0.00% +0.000 pp | USD31.54 +98.8% | 10 qtrs — |
| 13 | FREESTONE GROVE PARTNERS LP | 557.1K +514.4K (+1,206.1%) | 34.92M +32.5M (+1,324.4%) | 1.42% +1.317 pp | 0.25% +0.234 pp | USD62.29 +0.6% | 2 qtrs — |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 550.6K +401.6K (+269.5%) | 34.52M +25.9M (+303.0%) | 1.41% +1.031 pp | 0.02% +0.015 pp | USD61.28 +2.3% | 2 qtrs — |
| 15 | — | 515.0K +515.0K (+100.0%) | 32.29M +32.3M (+100.0%) | 1.32% +1.317 pp | 3.77% +3.766 pp | USD62.69 +0.0% | 1 qtrs NEW |
| 16 | UBS GROUP AG | 498.7K +32.7K (+7.0%) | 31.27M +4.5M (+16.7%) | 1.28% +0.096 pp | 0.01% +0.001 pp | USD53.82 +16.5% | 10 qtrs — |
| 17 | INVESCO LTD. | 469.6K +35.8K (+8.3%) | 29.44M +4.5M (+18.1%) | 1.20% +0.103 pp | 0.00% +0.001 pp | USD33.88 +85.0% | 10 qtrs — |
| 18 | NORTHERN TRUST CORP | 443.6K -26.3K (-5.6%) | 27.81M +797.7K (+3.0%) | 1.13% -0.055 pp | 0.00% +0.000 pp | USD35.81 +75.1% | 10 qtrs — |
| 19 | LODGE HILL CAPITAL, LLC | 432.3K +65.0K (+17.7%) | 27.10M +6.0M (+28.4%) | 1.11% +0.176 pp | 5.12% +1.349 pp | USD50.23 +24.8% | 3 qtrs — |
| 20 | TEACHER RETIREMENT SYSTEM OF TEXAS | 395.3K -21.0K (-5.0%) | 24.78M +853.6K (+3.6%) | 1.02% -0.032 pp | 0.09% -0.011 pp | USD50.65 +23.8% | 8 qtrs — |
| 21 | BANK OF NEW YORK MELLON CORP | 390.0K +23.9K (+6.5%) | 24.45M +3.4M (+16.2%) | 1.01% +0.081 pp | 0.00% +0.000 pp | USD31.29 +100.4% | 10 qtrs — |
| 22 | WELLINGTON MANAGEMENT GROUP LLP | 367.1K +3.0K (+0.8%) | 23.02M +2.1M (+10.0%) | 0.94% +0.017 pp | 0.00% +0.000 pp | USD32.41 +93.4% | 10 qtrs — |
| 23 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 350.1K -6.2K (-1.7%) | 21.95M +1.5M (+7.2%) | 0.90% -0.007 pp | 0.46% +0.023 pp | USD46.11 +36.0% | 6 qtrs — |
| 24 | QUBE RESEARCH & TECHNOLOGIES LTD | 346.1K -32.3K (-8.5%) | 21.70M -55.9K (-0.3%) | 0.89% -0.073 pp | 0.02% 0.000 pp | USD47.70 +31.4% | 8 qtrs — |
| 25 | PREVATT CAPITAL LTD | 320.0K +320.0K (+100.0%) | 20.06M +20.1M (+100.0%) | 0.82% +0.818 pp | 5.80% +5.802 pp | USD62.69 +0.0% | 1 qtrs NEW |
| 26 | MEDINA VALUE PARTNERS, LLC | 300.0K -64.2K (-17.6%) | 18.80M -2.1M (-10.2%) | 0.78% -0.147 pp | 4.39% -0.497 pp | USD40.43 +55.1% | 8 qtrs — |
| 27 | JPMORGAN CHASE & CO | 292.7K -66.8K (-18.6%) | 18.35M -2.3M (-11.2%) | 0.76% -0.154 pp | 0.00% 0.000 pp | USD38.09 +64.6% | 10 qtrs — |
| 28 | ADVISORY RESEARCH INC | 269.6K -4.3K (-1.6%) | 16.90M +1.2M (+7.4%) | 0.69% -0.004 pp | 2.12% +0.056 pp | USD41.52 +51.0% | 8 qtrs — |
| 29 | BANYAN CAPITAL MANAGEMENT, INC. | 259.9K -1.1K (-0.4%) | 16.29M +1.3M (+8.6%) | 0.67% +0.011 pp | 7.08% +0.267 pp | USD28.88 +117.1% | 10 qtrs — |
| 30 | HEARTLAND ADVISORS INC | 257.0K -18.0 (0.0%) | 16.11M +1.3M (+9.1%) | 0.66% +0.013 pp | 0.87% +0.087 pp | USD52.43 +19.6% | 3 qtrs — |
| 31 | BANK OF AMERICA CORP /DE/ | 245.4K -54.0K (-18.0%) | 15.38M -1.8M (-10.6%) | 0.63% -0.130 pp | 0.00% +0.000 pp | USD43.93 +42.7% | 10 qtrs — |
| 32 | HITE HEDGE ASSET MANAGEMENT LLC | 241.1K -36.4K (-13.1%) | 15.12M -836.7K (-5.2%) | 0.62% -0.080 pp | 0.96% +0.099 pp | USD42.81 +46.4% | 10 qtrs — |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 221.6K +8.4K (+3.9%) | 13.89M +1.6M (+13.4%) | 0.57% +0.033 pp | 0.01% +0.001 pp | USD28.52 +119.8% | 10 qtrs — |
| 34 | RUSSELL INVESTMENTS GROUP, LTD. | 205.2K -320.0 (-0.2%) | 12.87M +1.1M (+8.9%) | 0.52% +0.005 pp | 0.01% +0.001 pp | USD40.99 +52.9% | 10 qtrs — |
| 35 | ANCORA ADVISORS, LLC | 201.2K +18.3K (+10.0%) | 12.61M +2.1M (+20.0%) | 0.51% +0.052 pp | 0.26% +0.050 pp | USD39.51 +58.7% | 10 qtrs — |
| 36 | VICTORY CAPITAL MANAGEMENT INC | 201.1K +1.0K (+0.5%) | 12.61M +1.1M (+9.6%) | 0.51% +0.008 pp | 0.01% +0.000 pp | USD41.76 +50.1% | 10 qtrs — |
| 37 | EMPOWERED FUNDS, LLC | 178.5K +6.9K (+4.0%) | 11.19M +1.3M (+13.5%) | 0.46% +0.027 pp | 0.09% -0.011 pp | USD46.70 +34.2% | 6 qtrs — |
| 38 | ENGINE CAPITAL MANAGEMENT, LP | 170.6K +— (+0.0%) | 10.70M +888.9K (+9.1%) | 0.44% +0.004 pp | 1.48% +0.312 pp | USD39.57 +58.4% | 8 qtrs — |
| 39 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 167.1K -5.4K (-3.1%) | 10.48M +559.9K (+5.6%) | 0.43% -0.009 pp | 0.04% -0.001 pp | USD36.58 +71.4% | 10 qtrs — |
| 40 | KESTREL INVESTMENT MANAGEMENT CORP | 165.4K -5.9K (-3.4%) | 10.37M +523.0K (+5.3%) | 0.43% -0.006 pp | 5.88% +0.328 pp | USD27.93 +124.5% | 10 qtrs — |
| 41 | AMERIPRISE FINANCIAL INC | 164.0K +35.7K (+27.8%) | 10.28M +2.9M (+39.4%) | 0.42% +0.095 pp | 0.00% +0.001 pp | USD40.55 +54.6% | 10 qtrs — |
| 42 | SEI INVESTMENTS CO | 153.3K +26.7K (+21.1%) | 9.61M +2.3M (+32.1%) | 0.40% +0.076 pp | 0.01% +0.002 pp | USD37.62 +66.6% | 10 qtrs — |
| 43 | D. E. SHAW & CO., INC. | 151.7K -18.8K (-11.0%) | 9.51M -292.3K (-3.0%) | 0.39% -0.044 pp | 0.01% 0.000 pp | USD56.24 +11.5% | 10 qtrs — |
| 44 | ATOM INVESTORS LP | 149.1K +51.9K (+53.4%) | 9.35M +3.8M (+67.3%) | 0.38% +0.135 pp | 0.74% +0.319 pp | USD49.65 +26.3% | 8 qtrs — |
| 45 | GOTHAM ASSET MANAGEMENT, LLC | 140.2K +937.0 (+0.7%) | 8.79M +784.5K (+9.8%) | 0.36% +0.006 pp | 0.03% -0.003 pp | USD34.92 +79.5% | 9 qtrs — |
| 46 | ARIEL INVESTMENTS, LLC | 140.1K -8.0 (0.0%) | 8.79M +729.7K (+9.1%) | 0.36% +0.007 pp | 0.09% +0.009 pp | USD27.05 +131.8% | 10 qtrs — |
| 47 | HILLSDALE INVESTMENT MANAGEMENT INC. | 137.8K +137.8K (+100.0%) | 8.64M +8.6M (+100.0%) | 0.36% +0.356 pp | 0.24% +0.238 pp | USD62.69 +0.0% | 1 qtrs NEW |
| 48 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 133.6K -4.8K (-3.5%) | 8.37M +419.9K (+5.3%) | 0.35% -0.005 pp | 0.06% +0.002 pp | USD47.93 +30.8% | 5 qtrs — |
| 49 | PRICE T ROWE ASSOCIATES INC /MD/ | 125.0K +8.9K (+7.6%) | 7.84M +1.2M (+17.4%) | 0.32% +0.026 pp | 0.00% +0.000 pp | USD42.35 +48.0% | 10 qtrs — |
| 50 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 124.3K +3.9K (+3.2%) | 7.79M +868.9K (+12.6%) | 0.32% +0.013 pp | 0.02% +0.002 pp | USD30.75 +103.9% | 10 qtrs — |
| 51 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 122.0K -197.0 (-0.2%) | 7.65M +631.3K (+9.0%) | 0.32% +0.006 pp | 0.01% +0.001 pp | USD50.14 +25.0% | 5 qtrs — |
| 52 | INTECH INVESTMENT MANAGEMENT LLC | 119.4K +103.2K (+634.1%) | 7.49M +6.6M (+700.6%) | 0.31% +0.267 pp | 0.07% +0.059 pp | USD60.34 +3.9% | 6 qtrs — |
| 53 | RHUMBLINE ADVISERS | 113.9K -5.4K (-4.5%) | 7.14M +283.9K (+4.1%) | 0.29% -0.011 pp | 0.01% +0.000 pp | USD29.14 +115.1% | 10 qtrs — |
| 54 | CITADEL ADVISORS LLC | 107.6K -118.4K (-52.4%) | 6.75M -6.2M (-48.1%) | 0.28% -0.297 pp | 0.00% -0.001 pp | USD49.85 +25.8% | 10 qtrs — |
| 55 | PRUDENTIAL FINANCIAL INC | 107.1K +4.4K (+4.3%) | 6.71M +809.3K (+13.7%) | 0.27% +0.014 pp | 0.01% +0.001 pp | USD45.99 +36.3% | 10 qtrs — |
| 56 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 105.8K +56.6K (+115.2%) | 6.63M +3.8M (+134.7%) | 0.27% +0.146 pp | 0.05% +0.023 pp | USD53.28 +17.7% | 4 qtrs — |
| 57 | PEREGRINE CAPITAL MANAGEMENT LLC | 104.1K -44.9K (-30.2%) | 6.53M -2.0M (-23.8%) | 0.27% -0.108 pp | 0.20% -0.058 pp | USD26.79 +134.0% | 10 qtrs — |
| 58 | LEGAL & GENERAL GROUP PLC | 100.1K -5.6K (-5.3%) | 6.28M +202.6K (+3.3%) | 0.26% -0.009 pp | 0.00% +0.000 pp | USD26.97 +132.4% | 10 qtrs — |
| 59 | BARCLAYS PLC | 99.8K +27.0K (+37.1%) | 6.26M +2.9M (+86.8%) | 0.26% +0.071 pp | 0.00% +0.001 pp | USD48.63 +28.9% | 10 qtrs — |
| 60 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 95.5K -1.7K (-1.7%) | 5.99M +402.1K (+7.2%) | 0.24% -0.002 pp | 0.02% +0.002 pp | USD55.30 +13.4% | 4 qtrs — |
| 61 | SCHRODER INVESTMENT MANAGEMENT GROUP | 91.7K +22.6K (+32.7%) | 5.81M +1.9M (+47.1%) | 0.23% +0.060 pp | 0.00% +0.001 pp | USD58.76 +6.7% | 2 qtrs — |
| 62 | NUVEEN, LLC | 92.3K -1.9K (-2.1%) | 5.79M +369.7K (+6.8%) | 0.24% -0.003 pp | 0.00% +0.000 pp | USD42.43 +47.7% | 4 qtrs — |
| 63 | MILLENNIUM MANAGEMENT LLC | 88.5K -67.8K (-43.4%) | 5.55M -3.4M (-38.2%) | 0.23% -0.169 pp | 0.00% -0.002 pp | USD51.03 +22.8% | 10 qtrs — |
| 64 | SWISS NATIONAL BANK | 76.7K -500.0 (-0.6%) | 4.81M +371.0K (+8.4%) | 0.20% +0.003 pp | 0.00% +0.000 pp | USD27.27 +129.9% | 10 qtrs — |
| 65 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 75.9K -19.2K (-20.2%) | 4.76M -709.4K (-13.0%) | 0.20% -0.045 pp | 0.03% -0.006 pp | USD44.80 +39.9% | 10 qtrs — |
| 66 | STATE OF WISCONSIN INVESTMENT BOARD | 73.1K +24.3K (+49.8%) | 4.58M +1.8M (+63.3%) | 0.19% +0.063 pp | 0.01% +0.004 pp | USD48.79 +28.5% | 7 qtrs — |
| 67 | UBS ASSET MANAGEMENT AMERICAS INC | 72.7K +412.0 (+0.6%) | 4.56M +402.6K (+9.7%) | 0.19% +0.005 pp | 0.00% +0.000 pp | USD35.45 +76.8% | 10 qtrs — |
| 68 | TWO SIGMA INVESTMENTS, LP | 72.5K +29.3K (+67.8%) | 4.55M +2.1M (+83.0%) | 0.19% +0.076 pp | 0.01% +0.003 pp | USD59.59 +5.2% | 9 qtrs — |
| 69 | GAMCO INVESTORS, INC. ET AL | 67.8K +3.6K (+5.5%) | 4.25M +557.9K (+15.1%) | 0.18% +0.013 pp | 0.04% +0.005 pp | USD29.17 +114.9% | 10 qtrs — |
| 70 | SWEDBANK AB | 66.8K +— (+0.0%) | 4.18M +347.8K (+9.1%) | 0.17% +0.004 pp | 0.00% +0.000 pp | USD38.67 +62.1% | 10 qtrs — |
| 71 | GREAT LAKES ADVISORS, LLC | 64.7K -18.9K (-22.6%) | 4.06M -751.5K (-15.6%) | 0.17% -0.046 pp | 0.03% -0.007 pp | USD38.88 +61.2% | 10 qtrs — |
| 72 | TREXQUANT INVESTMENT LP | 64.4K -27.3K (-29.7%) | 4.04M -1.2M (-23.4%) | 0.16% -0.067 pp | 0.04% -0.018 pp | USD57.48 +9.1% | 5 qtrs — |
| 73 | GABELLI FUNDS LLC | 63.7K -1.3K (-2.0%) | 3.99M +257.2K (+6.9%) | 0.16% +0.000 pp | 0.03% +0.002 pp | USD30.91 +102.8% | 10 qtrs — |
| 74 | HANCOCK WHITNEY CORP | 63.3K +683.0 (+1.1%) | 3.97M +369.2K (+10.3%) | 0.16% +0.003 pp | 0.07% +0.006 pp | USD43.73 +43.4% | 8 qtrs — |
| 75 | JACOBS LEVY EQUITY MANAGEMENT, INC | 60.8K -142.6K (-70.1%) | 3.81M -7.9M (-67.4%) | 0.16% -0.359 pp | 0.01% -0.032 pp | USD40.09 +56.4% | 9 qtrs — |
| 76 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 60.1K -673.0 (-1.1%) | 3.77M +274.0K (+7.8%) | 0.16% +0.001 pp | 0.01% +0.001 pp | USD26.79 +134.0% | 10 qtrs — |
| 77 | AQR CAPITAL MANAGEMENT LLC | 56.8K +645.0 (+1.1%) | 3.56M +368.0K (+11.5%) | 0.15% +0.003 pp | 0.00% 0.000 pp | USD45.72 +37.1% | 10 qtrs — |
| 78 | WELLS FARGO & COMPANY/MN | 56.2K +13.8K (+32.5%) | 3.53M +1.1M (+44.5%) | 0.14% +0.036 pp | 0.00% +0.000 pp | USD41.69 +50.4% | 10 qtrs — |
| 79 | BESSEMER GROUP INC | 56.0K +55.0K (+5,383.9%) | 3.51M +3.5M (+5,849.2%) | 0.14% +0.142 pp | 0.01% +0.005 pp | USD62.11 +0.9% | 10 qtrs — |
| 80 | FIRST TRUST ADVISORS LP | 55.5K -354.9K (-86.5%) | 3.48M -20.1M (-85.3%) | 0.14% -0.897 pp | 0.00% -0.015 pp | USD42.15 +48.7% | 8 qtrs — |
| 81 | ALLIANCEBERNSTEIN L.P. | 53.4K -158.0 (-0.3%) | 3.35M +269.0K (+8.7%) | 0.14% +0.001 pp | 0.00% +0.000 pp | USD34.52 +81.6% | 10 qtrs — |
| 82 | PARALLAX VOLATILITY ADVISERS, L.P. | 51.0K +51.0K (+100.0%) | 3.20M +3.2M (+100.0%) | 0.13% +0.130 pp | 0.01% +0.006 pp | USD62.69 +0.0% | 1 qtrs NEW |
| 83 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 48.7K -1.6K (-3.3%) | 3.05M +159.2K (+5.5%) | 0.13% -0.002 pp | 0.17% +0.007 pp | USD40.34 +55.4% | 7 qtrs — |
| 84 | CAXTON ASSOCIATES LLP | 46.1K +— (+0.0%) | 2.89M +240.0K (+9.1%) | 0.12% +0.002 pp | 0.06% -0.006 pp | USD57.48 +9.1% | 2 qtrs — |
| 85 | HUDSON BAY CAPITAL MANAGEMENT LP | 46.0K -20.6K (-31.0%) | 2.88M -946.5K (-24.7%) | 0.12% -0.051 pp | 0.01% -0.003 pp | USD39.43 +59.0% | 10 qtrs — |
| 86 | ABS DIRECT EQUITY FUND LLC | 45.0K -5.0K (-10.0%) | 2.82M -53.0K (-1.8%) | 0.12% -0.010 pp | 3.36% -0.754 pp | USD45.26 +38.5% | 7 qtrs — |
| 87 | CAPITAL FUND MANAGEMENT S.A. | 43.3K -7.6K (-15.0%) | 2.71M -213.6K (-7.3%) | 0.11% -0.018 pp | 0.01% 0.000 pp | USD43.71 +43.4% | 4 qtrs — |
| 88 | ROYCE & ASSOCIATES LP | 43.0K -11.3K (-20.8%) | 2.70M -425.0K (-13.6%) | 0.11% -0.026 pp | 0.03% -0.004 pp | USD46.97 +33.5% | 6 qtrs — |
| 89 | STEIGERWALD, GORDON & KOCH INC. | 42.0K -959.0 (-2.2%) | 2.63M +163.6K (+6.6%) | 0.11% -0.001 pp | 0.25% +0.016 pp | USD26.79 +134.0% | 10 qtrs — |
| 90 | ALGERT GLOBAL LLC | 41.6K +1.8K (+4.5%) | 2.61M +319.0K (+13.9%) | 0.11% +0.006 pp | 0.04% +0.002 pp | USD44.18 +41.9% | 8 qtrs — |
| 91 | BALLAST ASSET MANAGEMENT, LP | 41.1K -1.4K (-3.4%) | 2.58M +131.8K (+5.4%) | 0.11% -0.002 pp | 1.22% +0.102 pp | USD30.83 +103.3% | 10 qtrs — |
| 92 | CWA ASSET MANAGEMENT GROUP, LLC | 40.0K +977.0 (+2.5%) | 2.51M +264.6K (+11.8%) | 0.10% +0.005 pp | 0.09% +0.007 pp | USD46.43 +35.0% | 6 qtrs — |
| 93 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38.1K +16.9K (+79.8%) | 2.39M +1.2M (+96.1%) | 0.10% +0.044 pp | 0.00% +0.000 pp | USD51.86 +20.9% | 8 qtrs — |
| 94 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 37.8K +918.0 (+2.5%) | 2.37M +249.8K (+11.8%) | 0.10% +0.003 pp | 0.00% +0.000 pp | USD27.80 +125.5% | 10 qtrs — |
| 95 | Y-INTERCEPT (HONG KONG) LTD | 37.4K +14.1K (+60.2%) | 2.35M +1.0M (+74.7%) | 0.10% +0.038 pp | 0.05% +0.020 pp | USD51.24 +22.3% | 4 qtrs — |
| 96 | HRT FINANCIAL LP | 36.1K -23.5K (-39.5%) | 2.26M -1.2M (-34.0%) | 0.09% -0.059 pp | 0.01% -0.006 pp | USD51.71 +21.2% | 5 qtrs — |
| 97 | ROCK CREEK GROUP, LP | 35.0K -5.0K (-12.5%) | 2.19M -105.1K (-4.6%) | 0.09% -0.011 pp | 0.25% +0.004 pp | USD42.73 +46.7% | 4 qtrs — |
| 98 | CREATIVE PLANNING | 33.9K +19.0K (+127.1%) | 2.12M +1.3M (+147.7%) | 0.09% +0.049 pp | 0.00% +0.001 pp | USD58.02 +8.0% | 6 qtrs — |
| 99 | CIBC PRIVATE WEALTH GROUP, LLC | 33.3K -1.3K (-3.6%) | 2.09M +101.5K (+5.1%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD43.90 +42.8% | 8 qtrs — |
| 100 | VILLANOVA INVESTMENT MANAGEMENT CO LLC | 33.1K -12.8K (-27.9%) | 2.08M -564.8K (-21.4%) | 0.09% -0.031 pp | 1.46% -0.366 pp | USD46.01 +36.3% | 7 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P Spin-Off ETF CSD | 1.83% | 4.14M | 0.67% |
| 2 | Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ | 1.80% | 418.5K | 0.78% |
| 3 | Cambria Value and Momentum ETF VAMO | 1.42% | 1.50M | 0.65% |
| 4 | Ballast Small/Mid Cap ETF MGMT | 1.28% | 1.92M | 1.10% |
| 5 | Invesco S&P SmallCap Consumer Discretionary ETF PSCD | 1.15% | 269.2K | 0.29% |
| 6 | Cambria Shareholder Yield ETF SYLD | 0.95% | 9.06M | 0.59% |
| 7 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.79% | 3.14M | 0.38% |
| 8 | Hartford Multifactor Small Cap ETF ROSC | 0.72% | 440.7K | 0.34% |
| 9 | Invesco S&P SmallCap Momentum ETF XSMO | 0.71% | 21.67M | 0.36% |
| 10 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.62% | 4.03M | 0.37% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-20 | Yang Hongyong | Officer | A-Award | A | Common Stock | 6 | 0.00 | — | 1,203 | D | ↗ |
| 2026-03-20 | Weerasinghe Rohan | Director | A-Award | A | Deferred Restricted Stock Units | 41 | 0.00 | — | 8,551 | D | ↗ |
| 2026-03-20 | Walsh Meggan M. | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 7,560 | D | ↗ |
| 2026-03-20 | WOOD ROGER | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 19,923 | D | ↗ |
| 2026-03-20 | Pombier Samantha | Officer | A-Award | A | Common Stock | 13 | 0.00 | — | 8,864 | D | ↗ |
| 2026-03-20 | Norman Daun | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 19,923 | D | ↗ |
| 2026-03-20 | Newton Latondra | Director | A-Award | A | Deferred Restricted Stock Units | 16 | 0.00 | — | 3,367 | D | ↗ |
| 2026-03-20 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 41 | 0.00 | — | 18,547 | D | ↗ |
| 2026-03-20 | Logar Matthew | Officer | A-Award | A | Common Stock | 57 | 0.00 | — | 19,501 | D | ↗ |
| 2026-03-20 | Lipinski John | Officer | A-Award | A | Common Stock | 41 | 0.00 | — | 22,362 | D | ↗ |
| 2026-03-20 | Kendrick Robin | Director | A-Award | A | Deferred Restricted Stock Units | 22 | 0.00 | — | 4,724 | D | ↗ |
| 2026-03-20 | Gustanski Christopher | Officer | A-Award | A | Common Stock | 32 | 0.00 | — | 14,903 | D | ↗ |
| 2026-03-20 | Gropp Chris P | Officer | A-Award | A | Common Stock | 9 | 0.00 | — | 3,967 | I | ↗ |
| 2026-03-20 | Fryer Neil | Officer | A-Award | A | Common Stock | 43 | 0.00 | — | 18,223 | D | ↗ |
| 2026-03-20 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 668 | 0.00 | — | 389,029 | D | ↗ |
| 2026-03-20 | Dori Sebastian | Officer | A-Award | A | Common Stock | 32 | 0.00 | — | 16,559 | D | ↗ |
| 2026-03-20 | Di Beasi Alisa | Officer | A-Award | A | Common Stock | 59 | 0.00 | — | 35,319 | D | ↗ |
| 2026-03-20 | Coetzee Michael | Officer | A-Award | A | Common Stock | 43 | 0.00 | — | 28,259 | D | ↗ |
| 2026-03-20 | Chapin Samuel R. | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 23,923 | D | ↗ |
| 2026-03-20 | Boyle Robert | Officer | A-Award | A | Common Stock | 69 | 0.00 | — | 35,719 | D | ↗ |
| 2026-03-20 | Anderson Todd L | Officer | A-Award | A | Common Stock | 41 | 0.00 | — | 31,048 | D | ↗ |
| 2026-03-04 | Gustanski Christopher | Officer | S-Sale | D | Common Stock | 3,812 | 72.73 | 277.2K | 14,871 | D | ↗ |
| 2026-03-04 | Fryer Neil | Officer | S-Sale | D | Common Stock | 624 | 72.75 | 45.4K | 18,180 | D | ↗ |
| 2026-02-27 | Yang Hongyong | Officer | M-Exempt | D | Phantom Units | 1,648 | 0.00 | — | 3,298 | D | ↗ |
| 2026-02-27 | Pombier Samantha | Officer | F-InKind | D | Common Stock | 1,021 | 72.63 | 74.2K | 8,851 | D | ↗ |
| 2026-02-27 | Logar Matthew | Officer | F-InKind | D | Common Stock | 848 | 72.63 | 61.6K | 19,444 | D | ↗ |
| 2026-02-27 | Lipinski John | Officer | F-InKind | D | Common Stock | 1,576 | 72.63 | 114.5K | 22,321 | D | ↗ |
| 2026-02-27 | Gustanski Christopher | Officer | F-InKind | D | Common Stock | 1,654 | 72.63 | 120.1K | 18,683 | D | ↗ |
| 2026-02-27 | Fryer Neil | Officer | F-InKind | D | Common Stock | 2,590 | 72.63 | 188.1K | 18,804 | D | ↗ |
| 2026-02-27 | Ericson Brady D | Director / Officer | F-InKind | D | Common Stock | 17,901 | 72.63 | 1.30M | 388,361 | D | ↗ |
| 2026-02-27 | Dori Sebastian | Officer | F-InKind | D | Common Stock | 2,218 | 72.63 | 161.1K | 16,527 | D | ↗ |
| 2026-02-27 | Di Beasi Alisa | Officer | F-InKind | D | Common Stock | 2,118 | 72.63 | 153.8K | 35,260 | D | ↗ |
| 2026-02-27 | Coetzee Michael | Officer | F-InKind | D | Common Stock | 1,718 | 72.63 | 124.8K | 28,216 | D | ↗ |
| 2026-02-27 | Anderson Todd L | Officer | F-InKind | D | Common Stock | 1,594 | 72.63 | 115.8K | 31,007 | D | ↗ |
| 2026-02-09 | Yang Hongyong | Officer | A-Award | A | Common Stock | 1,197 | 0.00 | — | 1,197 | D | ↗ |
| 2026-02-09 | Pombier Samantha | Officer | A-Award | A | Common Stock | 979 | 0.00 | — | 9,872 | D | ↗ |
| 2026-02-09 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 1,632 | 0.00 | — | 20,724 | D | ↗ |
| 2026-02-09 | Logar Matthew | Officer | A-Award | A | Common Stock | 2,176 | 0.00 | — | 20,292 | D | ↗ |
| 2026-02-09 | Lipinski John | Officer | A-Award | A | Common Stock | 1,523 | 0.00 | — | 23,897 | D | ↗ |
| 2026-02-09 | Gustanski Christopher | Officer | A-Award | A | Common Stock | 1,197 | 0.00 | — | 20,337 | D | ↗ |
| 2026-02-09 | Gropp Chris P | Officer | A-Award | A | Common Stock | 5,658 | 0.00 | — | 67,073 | D | ↗ |
| 2026-02-09 | Fryer Neil | Officer | A-Award | A | Common Stock | 1,523 | 0.00 | — | 21,394 | D | ↗ |
| 2026-02-09 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 25,243 | 0.00 | — | 406,262 | D | ↗ |
| 2026-02-09 | Dori Sebastian | Officer | A-Award | A | Common Stock | 1,197 | 0.00 | — | 18,745 | D | ↗ |
| 2026-02-09 | Di Beasi Alisa | Officer | A-Award | A | Common Stock | 2,611 | 0.00 | — | 37,378 | D | ↗ |
| 2026-02-09 | Coetzee Michael | Officer | A-Award | A | Common Stock | 1,632 | 0.00 | — | 29,934 | D | ↗ |
| 2026-02-09 | Boyle Robert | Officer | A-Award | A | Common Stock | 3,047 | 0.00 | — | 37,862 | D | ↗ |
| 2026-02-09 | Anderson Todd L | Officer | A-Award | A | Common Stock | 1,741 | 0.00 | — | 32,601 | D | ↗ |
| 2025-12-31 | Ericson Brady D | Director / Officer | F-InKind | D | Common Stock | 23,732 | 62.69 | 1.49M | 381,019 | D | ↗ |
| 2025-12-12 | Weerasinghe Rohan | Director | A-Award | A | Deferred Restricted Stock Units | 39 | 0.00 | — | 8,510 | D | ↗ |
| 2025-12-12 | Walsh Meggan M. | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 7,544 | D | ↗ |
| 2025-12-12 | WOOD ROGER | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 19,907 | D | ↗ |
| 2025-12-12 | Pombier Samantha | Officer | A-Award | A | Common Stock | 24 | 0.00 | — | 8,893 | D | ↗ |
| 2025-12-12 | Norman Daun | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 19,907 | D | ↗ |
| 2025-12-12 | Newton Latondra | Director | A-Award | A | Deferred Restricted Stock Units | 16 | 0.00 | — | 3,351 | D | ↗ |
| 2025-12-12 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 54 | 0.00 | — | 19,092 | D | ↗ |
| 2025-12-12 | Logar Matthew | Officer | A-Award | A | Common Stock | 57 | 0.00 | — | 18,116 | D | ↗ |
| 2025-12-12 | Lipinski John | Officer | A-Award | A | Common Stock | 56 | 0.00 | — | 22,374 | D | ↗ |
| 2025-12-12 | Kendrick Robin | Director | A-Award | A | Deferred Restricted Stock Units | 22 | 0.00 | — | 4,702 | D | ↗ |
| 2025-12-12 | Gustanski Christopher | Officer | A-Award | A | Common Stock | 52 | 0.00 | — | 19,140 | D | ↗ |
| 2025-12-12 | Gropp Chris P | Officer | A-Award | A | Common Stock | 166 | 0.00 | — | 61,415 | D | ↗ |
| 2025-12-12 | Fryer Neil | Officer | A-Award | A | Common Stock | 61 | 0.00 | — | 19,871 | D | ↗ |
| 2025-12-12 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 995 | 0.00 | — | 404,751 | D | ↗ |
| 2025-12-12 | Dori Sebastian | Officer | A-Award | A | Common Stock | 47 | 0.00 | — | 17,548 | D | ↗ |
| 2025-12-12 | Di Beasi Alisa | Officer | A-Award | A | Common Stock | 79 | 0.00 | — | 34,767 | D | ↗ |
| 2025-12-12 | Coetzee Michael | Officer | A-Award | A | Common Stock | 61 | 0.00 | — | 28,302 | D | ↗ |
| 2025-12-12 | Chapin Samuel R. | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 23,907 | D | ↗ |
| 2025-12-12 | Boyle Robert | Officer | A-Award | A | Common Stock | 87 | 0.00 | — | 34,815 | D | ↗ |
| 2025-12-12 | Anderson Todd L | Officer | A-Award | A | Common Stock | 58 | 0.00 | — | 30,860 | D | ↗ |
| 2025-12-01 | Ericson Brady D | Director / Officer | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 403,756 | D | ↗ |
| 2025-11-19 | Yang Hongyong | Officer | S-Sale | D | Common Stock | 893 | 52.43 | 46.8K | 0 | I | ↗ |
| 2025-11-14 | Pombier Samantha | Officer | S-Sale | D | Common Stock | 1,940 | 54.14 | 105.0K | 8,869 | D | ↗ |
| 2025-09-12 | Weerasinghe Rohan | Director | A-Award | A | Deferred Restricted Stock Units | 39 | 0.00 | — | 8,471 | D | ↗ |
| 2025-09-12 | Walsh Meggan M. | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 7,528 | D | ↗ |
| 2025-09-12 | WOOD ROGER | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 19,891 | D | ↗ |
| 2025-09-12 | Pombier Samantha | Officer | A-Award | A | Common Stock | 24 | 0.00 | — | 10,809 | D | ↗ |
| 2025-09-12 | Norman Daun | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 19,891 | D | ↗ |
| 2025-09-12 | Newton Latondra | Director | A-Award | A | Deferred Restricted Stock Units | 15 | 0.00 | — | 3,335 | D | ↗ |
| 2025-09-12 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 72 | 0.00 | — | 19,047 | D | ↗ |
| 2025-09-12 | Logar Matthew | Officer | A-Award | A | Common Stock | 86 | 0.00 | — | 18,068 | D | ↗ |
| 2025-09-12 | Lipinski John | Officer | A-Award | A | Common Stock | 75 | 0.00 | — | 22,327 | D | ↗ |
| 2025-09-12 | Kendrick Robin | Director | A-Award | A | Deferred Restricted Stock Units | 22 | 0.00 | — | 4,680 | D | ↗ |
| 2025-09-12 | Gustanski Christopher | Officer | A-Award | A | Common Stock | 68 | 0.00 | — | 19,093 | D | ↗ |
| 2025-09-12 | Gropp Chris P | Officer | A-Award | A | Common Stock | 234 | 0.00 | — | 61,280 | D | ↗ |
| 2025-09-12 | Fryer Neil | Officer | F-InKind | D | Common Stock | 11 | 58.20 | 640.20 | 19,810 | D | ↗ |
| 2025-09-12 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 1,312 | 0.00 | — | 408,899 | D | ↗ |
| 2025-09-12 | Dori Sebastian | Officer | F-InKind | D | Common Stock | 9 | 58.20 | 523.80 | 17,501 | D | ↗ |
| 2025-09-12 | Di Beasi Alisa | Officer | A-Award | A | Common Stock | 106 | 0.00 | — | 34,701 | D | ↗ |
| 2025-09-12 | Coetzee Michael | Officer | A-Award | A | Common Stock | 81 | 0.00 | — | 28,248 | D | ↗ |
| 2025-09-12 | Chapin Samuel R. | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 23,891 | D | ↗ |
| 2025-09-12 | Boyle Robert | Officer | A-Award | A | Common Stock | 118 | 0.00 | — | 34,742 | D | ↗ |
| 2025-09-12 | Anderson Todd L | Officer | A-Award | A | Common Stock | 78 | 0.00 | — | 30,810 | D | ↗ |
| 2025-08-29 | Neto de Abreu Pedro Rui | Officer | F-InKind | D | Common Stock | 1,844 | 58.48 | 107.8K | 18,975 | D | ↗ |
| 2025-08-29 | Logar Matthew | Officer | F-InKind | D | Common Stock | 1,778 | 58.48 | 104.0K | 17,982 | D | ↗ |
| 2025-08-29 | Lipinski John | Officer | F-InKind | D | Common Stock | 1,801 | 58.48 | 105.3K | 22,252 | D | ↗ |
| 2025-08-29 | Gustanski Christopher | Officer | F-InKind | D | Common Stock | 1,021 | 58.48 | 59.7K | 19,025 | D | ↗ |
| 2025-08-29 | Gropp Chris P | Officer | F-InKind | D | Common Stock | 6,599 | 58.48 | 385.9K | 61,046 | D | ↗ |
| 2025-08-29 | Fryer Neil | Officer | F-InKind | D | Common Stock | 2,038 | 58.48 | 119.2K | 19,878 | D | ↗ |
| 2025-08-29 | Ericson Brady D | Director / Officer | F-InKind | D | Common Stock | 30,672 | 58.48 | 1.79M | 407,587 | D | ↗ |
| 2025-08-29 | Dori Sebastian | Officer | F-InKind | D | Common Stock | 1,656 | 58.48 | 96.8K | 17,568 | D | ↗ |
| 2025-08-29 | Di Beasi Alisa | Officer | F-InKind | D | Common Stock | 2,356 | 58.48 | 137.8K | 34,595 | D | ↗ |
| 2025-08-29 | Coetzee Michael | Officer | F-InKind | D | Common Stock | 1,268 | 58.48 | 74.2K | 28,167 | D | ↗ |
| 2025-08-29 | Boyle Robert | Officer | F-InKind | D | Common Stock | 2,814 | 58.48 | 164.6K | 34,624 | D | ↗ |
| 2025-08-29 | Anderson Todd L | Officer | F-InKind | D | Common Stock | 1,682 | 58.48 | 98.4K | 30,732 | D | ↗ |
| 2025-08-12 | Pombier Samantha | Officer | S-Sale | D | Common Stock | 400 | 53.06 | 21.2K | 10,785 | D | ↗ |
| 2025-08-06 | Gustanski Christopher | Officer | S-Sale | D | Common Stock | 3,100 | 50.80 | 157.5K | 20,046 | D | ↗ |
| 2025-06-16 | Weerasinghe Rohan | Director | A-Award | A | Deferred Restricted Stock Units | 53 | 0.00 | — | 8,432 | D | ↗ |
| 2025-06-16 | Walsh Meggan M. | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 7,513 | D | ↗ |
| 2025-06-16 | WOOD ROGER | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 19,876 | D | ↗ |
| 2025-06-16 | Pombier Samantha | Officer | A-Award | A | Common Stock | 32 | 0.00 | — | 11,185 | D | ↗ |
| 2025-06-16 | Norman Daun | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 19,876 | D | ↗ |
| 2025-06-16 | Newton Latondra | Director | A-Award | A | Deferred Restricted Stock Units | 21 | 0.00 | — | 3,320 | D | ↗ |
| 2025-06-16 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 95 | 0.00 | — | 20,819 | D | ↗ |
| 2025-06-16 | Logar Matthew | Officer | A-Award | A | Common Stock | 116 | 0.00 | — | 19,760 | D | ↗ |
| 2025-06-16 | Lipinski John | Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 24,053 | D | ↗ |
| 2025-06-16 | Kendrick Robin | Director | A-Award | A | Deferred Restricted Stock Units | 29 | 0.00 | — | 4,658 | D | ↗ |
| 2025-06-16 | Gustanski Christopher | Officer | A-Award | A | Common Stock | 91 | 0.00 | — | 23,146 | D | ↗ |
| 2025-06-16 | Gropp Chris P | Officer | A-Award | A | Common Stock | 19 | 0.00 | — | 3,890 | I | ↗ |
| 2025-06-16 | Fryer Neil | Officer | A-Award | A | Common Stock | 110 | 0.00 | — | 21,916 | D | ↗ |
| 2025-06-16 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 1,773 | 0.00 | — | 438,259 | D | ↗ |
| 2025-06-16 | Dori Sebastian | Officer | A-Award | A | Common Stock | 84 | 0.00 | — | 19,224 | D | ↗ |
| 2025-06-16 | Di Beasi Alisa | Officer | A-Award | A | Common Stock | 144 | 0.00 | — | 36,951 | D | ↗ |
| 2025-06-16 | Coetzee Michael | Officer | A-Award | A | Common Stock | 108 | 0.00 | — | 29,435 | D | ↗ |
| 2025-06-16 | Chapin Samuel R. | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 23,876 | D | ↗ |
| 2025-06-16 | Boyle Robert | Officer | A-Award | A | Common Stock | 159 | 0.00 | — | 37,438 | D | ↗ |
| 2025-06-16 | Anderson Todd L | Officer | A-Award | A | Common Stock | 105 | 0.00 | — | 32,414 | D | ↗ |
| 2025-06-13 | Fryer Neil | Officer | P-Purchase | A | Common Stock | 23 | 42.39 | 975.02 | 21,806 | D | ↗ |
| 2025-05-22 | Walsh Meggan M. | Director | P-Purchase | A | Common Stock | 1,400 | 42.71 | 59.8K | 7,492 | D | ↗ |
| 2025-05-21 | Weerasinghe Rohan | Director | A-Award | A | Deferred Restricted Stock Units | 3,299 | 0.00 | — | 3,299 | D | ↗ |
| 2025-05-21 | Walsh Meggan M. | Director | A-Award | A | Common Stock | 3,299 | 0.00 | — | 6,092 | D | ↗ |
| 2025-05-21 | WOOD ROGER | Director | A-Award | A | Common Stock | 3,299 | 0.00 | — | 19,855 | D | ↗ |
| 2025-05-21 | Norman Daun | Director | A-Award | A | Common Stock | 3,299 | 0.00 | — | 19,855 | D | ↗ |
| 2025-05-21 | Newton Latondra | Director | A-Award | A | Deferred Restricted Stock Units | 3,299 | 0.00 | — | 3,299 | D | ↗ |
| 2025-05-21 | Kendrick Robin | Director | A-Award | A | Deferred Restricted Stock Units | 1,330 | 0.00 | — | 4,629 | D | ↗ |
| 2025-05-21 | Chapin Samuel R. | Director | A-Award | A | Common Stock | 3,299 | 0.00 | — | 23,855 | D | ↗ |
| 2025-04-30 | Ericson Brady D | Director / Officer | P-Purchase | A | Common Stock | 10,000 | 39.73 | 397.3K | 436,486 | D | ↗ |
| 2025-03-14 | Weerasinghe Rohan | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 22,686 | D | ↗ |
| 2025-03-14 | Walsh Meggan M. | Director | A-Award | A | Common Stock | 17 | 0.00 | — | 2,793 | D | ↗ |
| 2025-03-14 | WOOD ROGER | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 16,556 | D | ↗ |
| 2025-03-14 | Pombier Samantha | Officer | F-InKind | D | Common Stock | 10 | 42.88 | 428.80 | 11,146 | D | ↗ |
| 2025-03-14 | Norman Daun | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 16,556 | D | ↗ |
| 2025-03-14 | Newton Latondra | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 16,556 | D | ↗ |
| 2025-03-14 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 120 | 0.00 | — | 20,731 | D | ↗ |
| 2025-03-14 | Logar Matthew | Officer | F-InKind | D | Common Stock | 4 | 42.88 | 171.52 | 19,629 | D | ↗ |
| 2025-03-14 | Lipinski John | Officer | A-Award | A | Common Stock | 125 | 0.00 | — | 23,952 | D | ↗ |
| 2025-03-14 | Kendrick Robin | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 16,556 | D | ↗ |
| 2025-03-14 | Gustanski Christopher | Officer | F-InKind | D | Common Stock | 17 | 42.88 | 728.96 | 23,046 | D | ↗ |
| 2025-03-14 | Gropp Chris P | Officer | A-Award | A | Common Stock | 355 | 0.00 | — | 67,325 | D | ↗ |
| 2025-03-14 | Fryer Neil | Officer | F-InKind | D | Common Stock | 25 | 42.88 | 1.1K | 21,770 | D | ↗ |
| 2025-03-14 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 1,844 | 0.00 | — | 426,409 | D | ↗ |
| 2025-03-14 | Dori Sebastian | Officer | A-Award | A | Common Stock | 114 | 0.00 | — | 19,150 | D | ↗ |
| 2025-03-14 | Di Beasi Alisa | Officer | A-Award | A | Common Stock | 189 | 0.00 | — | 36,809 | D | ↗ |
| 2025-03-14 | Coetzee Michael | Officer | F-InKind | D | Common Stock | 18 | 42.88 | 771.84 | 29,314 | D | ↗ |
| 2025-03-14 | Chapin Samuel R. | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 20,556 | D | ↗ |
| 2025-03-14 | Boyle Robert | Officer | F-InKind | D | Common Stock | 21 | 42.88 | 900.48 | 37,258 | D | ↗ |
| 2025-03-14 | Anderson Todd L | Officer | A-Award | A | Common Stock | 149 | 0.00 | — | 32,313 | D | ↗ |
| 2025-02-28 | Yang Hongyong | Officer | D-Return | D | Common Stock | 2,158 | 49.31 | 106.4K | 0 | D | ↗ |
| 2025-02-28 | Pombier Samantha | Officer | F-InKind | D | Common Stock | 1,474 | 49.31 | 72.7K | 11,103 | D | ↗ |
| 2025-02-28 | Neto de Abreu Pedro Rui | Officer | F-InKind | D | Common Stock | 2,929 | 49.31 | 144.4K | 20,611 | D | ↗ |
| 2025-02-28 | Logar Matthew | Officer | F-InKind | D | Common Stock | 621 | 49.31 | 30.6K | 19,521 | D | ↗ |
| 2025-02-28 | Lipinski John | Officer | F-InKind | D | Common Stock | 1,613 | 49.31 | 79.5K | 23,827 | D | ↗ |
| 2025-02-28 | Gustanski Christopher | Officer | F-InKind | D | Common Stock | 2,574 | 49.31 | 126.9K | 22,929 | D | ↗ |
| 2025-02-28 | Gropp Chris P | Officer | F-InKind | D | Common Stock | 3,827 | 49.31 | 188.7K | 66,970 | D | ↗ |
| 2025-02-28 | Fryer Neil | Officer | F-InKind | D | Common Stock | 3,763 | 49.31 | 185.6K | 21,647 | D | ↗ |
| 2025-02-28 | Ericson Brady D | Director / Officer | F-InKind | D | Common Stock | 17,183 | 49.31 | 847.3K | 424,565 | D | ↗ |
| 2025-02-28 | Dori Sebastian | Officer | F-InKind | D | Common Stock | 2,904 | 49.31 | 143.2K | 19,036 | D | ↗ |
| 2025-02-28 | Di Beasi Alisa | Officer | F-InKind | D | Common Stock | 3,025 | 49.31 | 149.2K | 36,620 | D | ↗ |
| 2025-02-28 | Coetzee Michael | Officer | F-InKind | D | Common Stock | 2,676 | 49.31 | 132.0K | 29,182 | D | ↗ |
| 2025-02-28 | Boyle Robert | Officer | F-InKind | D | Common Stock | 3,041 | 49.31 | 150.0K | 37,077 | D | ↗ |
| 2025-02-28 | Anderson Todd L | Officer | F-InKind | D | Common Stock | 2,174 | 49.31 | 107.2K | 32,164 | D | ↗ |
| 2025-02-26 | Yang Hongyong | Officer | A-Award | A | Phantom Units | 4,946 | 0.00 | — | 4,946 | D | ↗ |
| 2025-02-26 | Pombier Samantha | Officer | A-Award | A | Common Stock | 1,187 | 0.00 | — | 12,577 | D | ↗ |
| 2025-02-26 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 2,077 | 0.00 | — | 23,540 | D | ↗ |
| 2025-02-26 | Logar Matthew | Officer | A-Award | A | Common Stock | 2,374 | 0.00 | — | 20,142 | D | ↗ |
| 2025-02-26 | Lipinski John | Officer | A-Award | A | Common Stock | 2,077 | 0.00 | — | 25,440 | D | ↗ |
| 2025-02-26 | Gustanski Christopher | Officer | A-Award | A | Common Stock | 1,484 | 0.00 | — | 25,503 | D | ↗ |
| 2025-02-26 | Gropp Chris P | Officer | A-Award | A | Common Stock | 890 | 0.00 | — | 4,346 | I | ↗ |
| 2025-02-26 | Fryer Neil | Officer | A-Award | A | Common Stock | 2,077 | 0.00 | — | 25,410 | D | ↗ |
| 2025-02-26 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 32,641 | 0.00 | — | 441,748 | D | ↗ |
| 2025-02-26 | Dori Sebastian | Officer | A-Award | A | Common Stock | 1,484 | 0.00 | — | 21,940 | D | ↗ |
| 2025-02-26 | Di Beasi Alisa | Officer | A-Award | A | Common Stock | 2,819 | 0.00 | — | 39,645 | D | ↗ |
| 2025-02-26 | Coetzee Michael | Officer | A-Award | A | Common Stock | 2,077 | 0.00 | — | 31,858 | D | ↗ |
| 2025-02-26 | Boyle Robert | Officer | A-Award | A | Common Stock | 3,264 | 0.00 | — | 40,118 | D | ↗ |
| 2025-02-26 | Anderson Todd L | Officer | A-Award | A | Common Stock | 1,780 | 0.00 | — | 34,338 | D | ↗ |
| 2024-12-31 | Ericson Brady D | Director / Officer | F-InKind | D | Common Stock | 25,353 | 48.17 | 1.22M | 409,107 | D | ↗ |
| 2024-12-13 | Weerasinghe Rohan | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 16,535 | D | ↗ |
| 2024-12-13 | Walsh Meggan M. | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 2,776 | D | ↗ |
| 2024-12-13 | WOOD ROGER | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 16,535 | D | ↗ |
| 2024-12-13 | Pombier Samantha | Officer | A-Award | A | Common Stock | 40 | 0.00 | — | 11,390 | D | ↗ |
| 2024-12-13 | Norman Daun | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 16,535 | D | ↗ |
| 2024-12-13 | Newton Latondra | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 16,535 | D | ↗ |
| 2024-12-13 | Neto de Abreu Pedro Rui | Officer | A-Award | A | Common Stock | 90 | 0.00 | — | 21,463 | D | ↗ |
| 2024-12-13 | Logar Matthew | Officer | A-Award | A | Common Stock | 84 | 0.00 | — | 17,768 | D | ↗ |
| 2024-12-13 | Lipinski John | Officer | A-Award | A | Common Stock | 94 | 0.00 | — | 23,363 | D | ↗ |
| 2024-12-13 | Kendrick Robin | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 16,535 | D | ↗ |
| 2024-12-13 | Gustanski Christopher | Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 24,019 | D | ↗ |
| 2024-12-13 | Gropp Chris P | Officer | A-Award | A | Common Stock | 267 | 0.00 | — | 64,269 | D | ↗ |
| 2024-12-13 | Fryer Neil | Officer | A-Award | A | Common Stock | 110 | 0.00 | — | 23,333 | D | ↗ |
| 2024-12-13 | Ericson Brady D | Director / Officer | A-Award | A | Common Stock | 1,660 | 0.00 | — | 434,460 | D | ↗ |
| 2024-12-13 | Dori Sebastian | Officer | A-Award | A | Common Stock | 85 | 0.00 | — | 20,456 | D | ↗ |
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brady D. Ericson | President, Chief Executive Officer & Director | 5M | male |
| Chris Gropp | Senior VP & CFO | 2M | female |
| Todd L. Anderson | Vice President & Chief Technology Officer | 1M | male |
| Robert Boyle | Senior VP, General Counsel & Secretary | 1M | male |
| Alisa Di Beasi | Senior VP & Chief Human Resource Officer | 1M | female |
| Abreu Pedro-Rui Neto de | Vice President & Chief Strategy Officer | 1M | male |
| Pedro Rui Neto de Abreu | Vice President & Chief Strategy Officer | 1M | male |
| Matthew Logar | Senior VP & Chief Information Officer | 895.8K | male |
| Neil Fryer | Vice President & GM of Global Aftermarket | — | male |
| Gordon Muir | Vice President & Treasurer | — | — |
| Kellen Michael Ferris | Vice President of Investor Relations | — | male |
| Samantha Pombier | Vice President, Controller & Chief Accounting Officer | — | female |
No Senate trading activity found for this company.
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Community Opinion for PHIN
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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