Construction Partners, Inc. (ROAD)
Dothan, AL, US
Construction Partners, Inc., a civil infrastructure company, constructs and maintains roadways in Alabama, Florida, Georgia, North Carolina, Oklahoma, South Carolina, Tennessee, and Texas. The company provides various products and services to public and private infrastructure projects, such as highways, roads, bridges, airports, and commercial and residential developments. It also engages in manufacturing and distributing hot mix asphalt (HMA) for internal use and sales to third parties in connection with construction projects; and paving activities, including the construction of roadway base layers and application of asphalt pavement. In addition, the company is involved in site development, including the installation of utility and drainage systems; mining aggregates, such as sand, gravel, and construction stones that are used as raw materials in the production of HMA; and distributing liquid asphalt cement for internal use and sales to third parties in connection with HMA production. The company was formerly known as SunTx CPI Growth Company, Inc. and changed its name to Construction Partners, Inc. in September 2017. Construction Partners, Inc. was incorporated in 2007 and is headquartered in Dothan, Alabama.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.33% | -6.02% | +6.74% | -5.86% | +13.60% | +16.88% | +26.84% | +342.83% | +323.18% | +948.51% | +948.51% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 5 | 0 |
| Hold | 0 | -2 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
140.00
+36.6%
|
| Last Quarter | 1 |
140.00
+36.6%
|
| Last Year | 6 |
129.67
+26.5%
|
| All Time | 13 |
93.62
-8.6%
|
-
Revenue growth Engineering & Construction: +6.7%+54.2% ★ Q1'26: +34.6% (vs Q1'25)
-
EPS growth Engineering & Construction: +20.8%+40.5% ★ Q1'26: +111.4% (vs Q1'25)
-
FCF margin FCF growth · Engineering & Construction: +51.6%+3.4% Q1'26: +2.5% (vs Q1'25)
-
EBIT margin Engineering & Construction: +7.0%+8.0% ★ Q1'26: +4.8% (vs Q1'25)
-
ROIC Engineering & Construction: +6.4%+7.0% ★ Q1'26: +4.1% (vs Q1'25)
-
Share dilution Engineering & Construction: +0.0%+5.3% Q1'26: +1.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Engineering & Construction: -0.38×4.53× Q1'26: 5.57× (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 |
Sep 2018 actual |
Sep 2019 actual |
Sep 2020 actual |
Sep 2021 actual |
Sep 2022 actual |
Sep 2023 actual |
Sep 2024 actual |
Sep 2025 actual |
Sep 2026 4 Rev. Ana. 4 EPS Ana. |
Sep 2027 4 Rev. Ana. 4 EPS Ana. |
Sep 2028 1 Rev. Ana. 1 EPS Ana. |
Sep 2029 1 Rev. Ana. 1 EPS Ana. |
Sep 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
680.10M
est: 679.75M (+0.1%)
|
783.24M
est: 795.63M (-1.6%)
|
785.68M
est: 802.53M (-2.1%)
|
910.74M
est: 943.95M (-3.5%)
|
1.30B
est: 1.27B (+2.8%)
|
1.56B
est: 1.62B (-3.4%)
|
1.82B
est: 1.82B (+0.0%)
|
2.81B
est: 2.81B (+0.1%)
|
3.59B
3.56B – 3.61B
+27.9% YoY
|
3.97B
3.89B – 4.05B
+10.6% YoY
|
3.99B
3.89B – 4.07B
+0.5% YoY
|
4.29B
4.18B – 4.38B
+7.5% YoY
|
4.61B
4.50B – 4.71B
+7.5% YoY
|
| EBITDA |
86.65M
est: 71.61M (+21.0%)
|
88.79M
est: 83.81M (+5.9%)
|
94.87M
est: 84.54M (+12.2%)
|
80.73M
est: 105.44M (-23.4%)
|
102.61M
est: 104.39M (-1.7%)
|
170.15M
est: 113.47M (+49.9%)
|
214.72M
est: 192.11M (+11.8%)
|
373.17M
est: 295.86M (+26.1%)
|
378.29M
375.10M – 380.42M
+27.9% YoY
|
418.37M
409.69M – 427.04M
+10.6% YoY
|
420.52M
410.08M – 429.09M
+0.5% YoY
|
452.02M
440.80M – 461.23M
+7.5% YoY
|
485.94M
473.87M – 495.84M
+7.5% YoY
|
| EBIT |
61.33M
est: 36.33M (+68.8%)
|
57.55M
est: 42.53M (+35.3%)
|
55.57M
est: 42.90M (+29.5%)
|
30.92M
est: 21.69M (+42.5%)
|
36.88M
est: 17.74M (+107.8%)
|
91.05M
est: 22.25M (+309.2%)
|
121.80M
est: 97.48M (+24.9%)
|
224.90M
est: 150.13M (+49.8%)
|
191.95M
190.33M – 193.04M
+27.9% YoY
|
212.29M
207.89M – 216.69M
+10.6% YoY
|
213.38M
208.09M – 217.73M
+0.5% YoY
|
229.36M
223.67M – 234.04M
+7.5% YoY
|
246.58M
240.46M – 251.60M
+7.5% YoY
|
| Net Income |
50.79M
est: 55.04M (-7.7%)
|
43.12M
est: 47.30M (-8.8%)
|
40.30M
est: 41.13M (-2.0%)
|
20.18M
est: 12.65M (+59.5%)
|
21.38M
est: 9.79M (+118.3%)
|
49.00M
est: 56.95M (-14.0%)
|
68.94M
est: 73.25M (-5.9%)
|
101.77M
est: 122.04M (-16.6%)
|
164.93M
163.78M – 166.08M
+35.1% YoY
|
206.17M
190.09M – 225.12M
+25.0% YoY
|
204.28M
198.26M – 210.30M
-0.9% YoY
|
231.45M
223.98M – 237.58M
+13.3% YoY
|
260.24M
251.85M – 267.14M
+12.4% YoY
|
| SGA |
55.10M
est: 55.89M (-1.4%)
|
62.52M
est: 65.42M (-4.4%)
|
68.40M
est: 65.98M (+3.7%)
|
85.26M
est: 152.47M (-44.1%)
|
107.16M
est: 106.94M (+0.2%)
|
126.65M
est: 111.69M (+13.4%)
|
150.00M
est: 149.56M (+0.3%)
|
199.29M
est: 230.33M (-13.5%)
|
294.51M
292.02M – 296.16M
+27.9% YoY
|
325.70M
318.95M – 332.45M
+10.6% YoY
|
327.38M
319.25M – 334.05M
+0.5% YoY
|
351.90M
343.17M – 359.07M
+7.5% YoY
|
378.31M
368.92M – 386.02M
+7.5% YoY
|
| EPS |
1.11
est: 0.99 (+11.7%)
|
0.84
est: 0.85 (-1.7%)
|
0.78
est: 0.74 (+5.0%)
|
0.39
est: 0.65 (-40.0%)
|
0.41
est: 0.38 (+8.4%)
|
0.95
est: 1.10 (-13.5%)
|
1.33
est: 1.33 (+0.3%)
|
1.85
est: 2.13 (-12.9%)
|
2.98
2.96 – 3.00
+40.2% YoY
|
3.78
3.43 – 4.07
+26.7% YoY
|
3.70
3.58 – 3.80
-2.0% YoY
|
4.18
4.05 – 4.29
+13.0% YoY
|
4.70
4.55 – 4.82
+12.4% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | B | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 1/5 | 1/5 |
| 2026-05-07 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | B- | 2/5 | 3/5 | 4/5 | 4/5 | 1/5 | 1/5 | 1/5 |
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 | Ned N. Fleming, III | 9.89M | 19.70% | 9.89M | — | 9.89M | — | HC, IN | — | 2022-02-14 | ↗ |
| 2 | Mark R. Matteson | 9.50M | 19.00% | 9.50M | — | 9.50M | — | HC, IN | — | 2022-02-14 | ↗ |
| 3 | Craig Jennings | 9.44M | 18.90% | 9.44M | — | 9.44M | — | HC, IN | — | 2022-02-14 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 8.31M | 5.34% | 2.50M | 7.00 | 2.50M | 9.00 | IA | United States America | 2019-01-07 | ↗ |
| 5 | Conestoga Capital Advisors, LLC. | 5.14M | 15.19% | 4.91M | — | 5.14M | — | IA | Delaware | 2021-01-06 | ↗ |
| 6 | SunTx Capital Management Corp. | 4.91M | 10.70% | 4.91M | — | 4.91M | — | CO | — | 2022-02-14 | ↗ |
| 7 | SunTx Capital Partners, L.P. | 4.90M | 10.60% | 4.90M | — | 4.90M | — | PN | — | 2022-02-14 | ↗ |
| 8 | SunTx Capital II Management Corp. | 4.39M | 9.80% | 4.39M | — | 4.39M | — | CO | — | 2022-02-14 | ↗ |
| 9 | SunTx Capital Partners II GP, L.P. | 4.39M | 9.80% | 4.39M | — | 4.39M | — | PN | — | 2022-02-14 | ↗ |
| 10 | Wasatch Advisors, Inc. 87-0319391 | 3.43M | 8.40% | 3.43M | — | 3.43M | — | IA | — | 2022-02-10 | ↗ |
| 11 | SunTx Capital Partners II, L.P. | 2.93M | 6.70% | 2.93M | — | 2.93M | — | PN | — | 2022-02-14 | ↗ |
| 12 | Conestoga Small Cap Fund | 2.89M | 8.52% | 2.89M | — | 2.89M | — | IV | Delaware | 2021-01-06 | ↗ |
| 13 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | 2.52M | 7.44% | 1.73M | 788.2K | 1.73M | 788.2K | IA | A California | 2021-02-11 | ↗ |
| 14 | 39-1567956 | 2.36M | 5.70% | — | 2.25M | — | — | IA | Delaware | 2022-02-11 | ↗ |
| 15 | (1) BlackRock, Inc. | 2.15M | 5.30% | 2.13M | — | 2.15M | — | HC | Delaware | 2022-02-03 | ↗ |
| 16 | ArrowMark Colorado Holdings LLC | 1.97M | 16.50% | 1.97M | — | 1.97M | — | IA | Delaware, United States | 2019-02-14 | ↗ |
| 17 | SunTx Fulcrum Fund Prime, L.P. | 1.83M | 4.20% | 1.83M | — | 1.83M | — | PN | — | 2022-02-14 | ↗ |
| 18 | SunTx Capital Partners II Dutch Investors, L.P. | 1.46M | 3.40% | 1.46M | — | 1.46M | — | PN | — | 2022-02-14 | ↗ |
| 19 | 04-2747644 | 1.27M | 4.10% | 1.27M | — | 1.27M | — | IA | Delaware | 2019-05-01 | ↗ |
| 20 | SunTx Fulcrum Dutch Investors Prime, L.P. | 677.6K | 1.60% | 677.6K | — | 677.6K | — | PN | — | 2022-02-14 | ↗ |
| 21 | Ned N. Fleming, IV | 349.3K | 0.80% | — | — | — | — | IN | — | 2023-08-11 | ↗ |
| 22 | Ned N. Fleming, IV 2013 Trust | 241.0K | 0.60% | — | — | — | — | OO | — | 2023-08-11 | ↗ |
| 23 | Amos Meron | 26.7K | 0.20% | — | 26.7K | — | — | IN | United States | 2019-02-14 | ↗ |
| 24 | Empyrean Capital Partners, LP | 26.7K | 0.20% | — | 26.7K | — | — | PN | Delaware | 2019-02-14 | ↗ |
| 25 | Empyrean Capital Overseas Master Fund, Ltd. | 25.5K | 0.20% | — | 25.5K | — | — | CO | Cayman Islands | 2019-02-14 | ↗ |
| 26 | P EMP Ltd. | 1.1K | 0.10% | — | 1.1K | — | — | CO | British Virgin Islands | 2019-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.42M +1.4M (+100.0%) | 154.37B +154.4B (+100.0%) | 2.55% +2.548 pp | 0.23% +0.233 pp | USD108.55 +0.0% | 1 qtrs NEW |
| 2 | FMR LLC | 4.60M +684.9K (+17.5%) | 498.91M +2.2M (+0.4%) | 8.24% +1.146 pp | 0.03% 0.000 pp | USD73.50 +47.7% | 26 qtrs — |
| 3 | VANGUARD GROUP INC | 4.22M -350.3K (-7.7%) | 457.91M -122.3M (-21.1%) | 7.56% -0.723 pp | 0.01% -0.002 pp | USD56.69 +91.5% | 31 qtrs — |
| 4 | BLACKROCK, INC. | 3.91M +101.7K (+2.7%) | 424.43M -59.2M (-12.2%) | 7.01% +0.103 pp | 0.01% -0.001 pp | USD75.32 +44.1% | 6 qtrs — |
| 5 | CONESTOGA CAPITAL ADVISORS, LLC | 2.03M -106.9K (-5.0%) | 219.81M -50.9M (-18.8%) | 3.69% -0.179 pp | 3.70% -0.646 pp | USD18.88 +474.9% | 28 qtrs — |
| 6 | GENEVA CAPITAL MANAGEMENT LLC | 1.82M +6.2K (+0.3%) | 197.68M -32.8M (-14.2%) | 3.26% -0.027 pp | 3.71% -0.240 pp | USD32.52 +233.8% | 18 qtrs — |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1.76M -475.5K (-21.2%) | 191.31M -92.9M (-32.7%) | 3.16% -0.899 pp | 0.51% -0.179 pp | USD21.92 +395.2% | 23 qtrs — |
| 8 | INVESCO LTD. | 1.48M +284.1K (+23.7%) | 160.86M +8.7M (+5.7%) | 2.66% +0.484 pp | 0.02% +0.001 pp | USD68.43 +58.6% | 21 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.16M +4.1K (+0.4%) | 126.36M -21.0M (-14.2%) | 2.09% -0.017 pp | 0.01% -0.002 pp | USD33.10 +227.9% | 31 qtrs — |
| 10 | AMERICAN CENTURY COMPANIES INC | 1.11M +68.5K (+6.6%) | 120.32M -11.8M (-8.9%) | 1.99% +0.101 pp | 0.06% -0.007 pp | USD54.68 +98.5% | 20 qtrs — |
| 11 | STATE STREET CORP | 1.08M -8.3K (-0.8%) | 116.80M -20.9M (-15.2%) | 1.93% -0.038 pp | 0.00% -0.001 pp | USD33.70 +222.1% | 27 qtrs — |
| 12 | CAPITAL WORLD INVESTORS | 856.7K +423.0K (+97.5%) | 92.99M +37.9M (+68.8%) | 1.54% +0.749 pp | 0.01% +0.005 pp | USD91.22 +19.0% | 4 qtrs — |
| 13 | CLEARBRIDGE INVESTMENTS, LLC | 846.1K +199.9K (+30.9%) | 91.84M +9.8M (+11.9%) | 1.52% +0.345 pp | 0.07% +0.012 pp | USD72.93 +48.8% | 7 qtrs — |
| 14 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 810.9K +224.6K (+38.3%) | 90.95M +17.8M (+24.3%) | 1.45% +0.390 pp | 0.15% +0.030 pp | USD82.59 +31.4% | 17 qtrs — |
| 15 | FIRST TRUST ADVISORS LP | 794.8K -264.8K (-25.0%) | 86.27M -48.3M (-35.9%) | 1.42% -0.497 pp | 0.06% -0.038 pp | USD73.22 +48.3% | 26 qtrs — |
| 16 | ALLIANCEBERNSTEIN L.P. | 730.7K -32.8K (-4.3%) | 79.32M -17.6M (-18.2%) | 1.31% -0.075 pp | 0.03% -0.006 pp | USD54.45 +99.4% | 26 qtrs — |
| 17 | ARTEMIS INVESTMENT MANAGEMENT LLP | 708.6K +51.1K (+7.8%) | 76.92M -6.6M (-7.9%) | 1.29% +0.098 pp | 0.93% -0.110 pp | USD79.84 +36.0% | 5 qtrs — |
| 18 | DRIEHAUS CAPITAL MANAGEMENT LLC | 693.6K -199.7K (-22.4%) | 75.29M -38.2M (-33.6%) | 1.24% -0.377 pp | 0.51% -0.301 pp | USD67.14 +61.7% | 9 qtrs — |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | 651.7K -181.6K (-21.8%) | 70.74M -35.1M (-33.2%) | 1.17% -0.343 pp | 0.01% -0.004 pp | USD123.11 -11.8% | 20 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 623.4K -133.7K (-17.7%) | 67.67M -28.5M (-29.6%) | 1.12% -0.255 pp | 0.00% -0.002 pp | USD68.39 +58.7% | 31 qtrs — |
| 21 | WASATCH ADVISORS LP | 607.0K -339.4K (-35.9%) | 65.89M -54.3M (-45.2%) | 1.09% -0.628 pp | 0.39% -0.255 pp | USD47.66 +127.8% | 31 qtrs — |
| 22 | LOOMIS SAYLES & CO L P | 587.1K -27.4K (-4.5%) | 63.72M -14.3M (-18.3%) | 1.05% -0.062 pp | 0.08% -0.016 pp | USD46.70 +132.4% | 9 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 561.9K +50.1K (+9.8%) | 60.99M -4.0M (-6.2%) | 1.01% +0.079 pp | 0.01% -0.002 pp | USD63.39 +71.2% | 31 qtrs — |
| 24 | FRANKLIN RESOURCES INC | 549.6K +38.0K (+7.4%) | 59.65M -5.3M (-8.2%) | 0.98% +0.057 pp | 0.01% -0.002 pp | USD94.43 +15.0% | 6 qtrs — |
| 25 | DIMENSIONAL FUND ADVISORS LP | 528.6K -11.4K (-2.1%) | 57.38M -11.2M (-16.3%) | 0.95% -0.032 pp | 0.01% -0.003 pp | USD27.66 +292.4% | 28 qtrs — |
| 26 | AMERIPRISE FINANCIAL INC | 505.2K -169.3K (-25.1%) | 54.84M -30.8M (-36.0%) | 0.91% -0.317 pp | 0.01% -0.007 pp | USD55.27 +96.4% | 26 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 463.2K -2.4K (-0.5%) | 50.28M -8.9M (-15.0%) | 0.83% -0.014 pp | 0.01% -0.002 pp | USD28.45 +281.5% | 27 qtrs — |
| 28 | LORD, ABBETT & CO. LLC | 441.2K +66.8K (+17.8%) | 47.89M +344.0K (+0.7%) | 0.79% +0.112 pp | 0.15% +0.005 pp | USD95.99 +13.1% | 5 qtrs — |
| 29 | NORTHERN TRUST CORP | 401.3K -23.1K (-5.4%) | 43.56M -10.3M (-19.2%) | 0.72% -0.050 pp | 0.01% -0.001 pp | USD27.18 +299.4% | 31 qtrs — |
| 30 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 391.7K +391.7K (+100.0%) | 42.52M +42.5M (+100.0%) | 0.71% +0.713 pp | 0.42% +0.416 pp | USD108.55 +0.0% | 1 qtrs NEW |
| 31 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 374.9K +8.5K (+2.3%) | 40.69M -5.8M (-12.5%) | 0.67% +0.008 pp | 0.06% -0.014 pp | USD57.30 +89.4% | 7 qtrs — |
| 32 | RAYMOND JAMES FINANCIAL INC | 363.4K +15.7K (+4.5%) | 39.44M -4.7M (-10.7%) | 0.65% +0.021 pp | 0.01% -0.002 pp | USD89.68 +21.0% | 5 qtrs — |
| 33 | GOLDMAN SACHS GROUP INC | 361.8K +231.2K (+176.9%) | 39.28M +22.7M (+136.7%) | 0.65% +0.412 pp | 0.00% +0.003 pp | USD97.17 +11.7% | 26 qtrs — |
| 34 | SCHONFELD STRATEGIC ADVISORS LLC | 351.3K +210.5K (+149.6%) | 38.13M +20.3M (+113.3%) | 0.63% +0.374 pp | 0.17% +0.067 pp | USD114.48 -5.2% | 3 qtrs — |
| 35 | MORGAN STANLEY | 315.0K -71.1K (-18.4%) | 34.19M -14.8M (-30.3%) | 0.56% -0.135 pp | 0.00% -0.001 pp | USD55.13 +96.9% | 31 qtrs — |
| 36 | BESSEMER GROUP INC | 272.6K +28.3K (+11.6%) | 29.59M -1.4M (-4.6%) | 0.49% +0.046 pp | 0.05% -0.002 pp | USD84.67 +28.2% | 6 qtrs — |
| 37 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 265.4K +57.3K (+27.6%) | 28.81M +2.4M (+9.0%) | 0.48% +0.106 pp | 0.43% +0.056 pp | USD70.43 +54.1% | 8 qtrs — |
| 38 | NATIXIS ADVISORS, L.P. | 261.3K -72.7K (-21.8%) | 28.37M -14.1M (-33.1%) | 0.47% -0.137 pp | 0.04% -0.022 pp | USD21.05 +415.7% | 30 qtrs — |
| 39 | COMERICA BANK | 256.0K +59.2K (+30.1%) | 27.79M +2.8M (+11.2%) | 0.47% +0.109 pp | 0.11% +0.017 pp | USD56.72 +91.4% | 11 qtrs — |
| 40 | VOYA INVESTMENT MANAGEMENT LLC | 234.5K +58.5K (+33.2%) | 25.46M +3.1M (+13.9%) | 0.42% +0.101 pp | 0.03% +0.003 pp | USD51.70 +110.0% | 21 qtrs — |
| 41 | WELLS FARGO & COMPANY/MN | 234.0K -50.7K (-17.8%) | 25.40M -10.8M (-29.7%) | 0.42% -0.097 pp | 0.00% -0.002 pp | USD28.52 +280.6% | 29 qtrs — |
| 42 | R.P. BOGGS & CO. | 223.5K -4.1K (-1.8%) | 24.26M -4.6M (-16.1%) | 0.41% -0.006 pp | 10.79% -2.318 pp | USD29.30 +270.5% | 13 qtrs — |
| 43 | MILLENNIUM MANAGEMENT LLC | 220.3K +208.2K (+1,717.9%) | 23.91M +22.4M (+1,453.8%) | 0.39% +0.373 pp | 0.01% +0.009 pp | USD107.98 +0.5% | 6 qtrs — |
| 44 | JENNISON ASSOCIATES LLC | 206.9K -68.1K (-24.8%) | 22.46M -12.5M (-35.7%) | 0.38% -0.122 pp | 0.01% -0.007 pp | USD30.85 +251.9% | 13 qtrs — |
| 45 | FRED ALGER MANAGEMENT, LLC | 198.1K -24.5K (-11.0%) | 21.50M -6.8M (-23.9%) | 0.35% -0.049 pp | 0.08% -0.026 pp | USD74.83 +45.1% | 6 qtrs — |
| 46 | ROYCE & ASSOCIATES LP | 197.5K -11.9K (-5.7%) | 21.43M -5.2M (-19.4%) | 0.35% -0.026 pp | 0.22% -0.048 pp | USD24.26 +347.4% | 31 qtrs — |
| 47 | SEI INVESTMENTS CO | 192.6K +30.0K (+18.5%) | 20.91M +257.3K (+1.2%) | 0.35% +0.050 pp | 0.02% -0.002 pp | USD72.98 +48.7% | 19 qtrs — |
| 48 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 185.4K +120.5K (+186.0%) | 20.12M +11.9M (+144.4%) | 0.33% +0.215 pp | 0.14% +0.084 pp | USD95.82 +13.3% | 4 qtrs — |
| 49 | ENGLE CAPITAL MANAGEMENT, L.P. | 185.0K +63.0K (+51.7%) | 20.08M +4.6M (+29.6%) | 0.33% +0.110 pp | 7.75% +2.285 pp | USD76.87 +41.2% | 7 qtrs — |
| 50 | TYRO CAPITAL MANAGEMENT LLC | 164.9K +452.0 (+0.3%) | 17.90M -3.0M (-14.3%) | 0.30% -0.003 pp | 3.20% -4.556 pp | USD57.58 +88.5% | 9 qtrs — |
| 51 | ENVESTNET ASSET MANAGEMENT INC | 164.8K -83.5K (-33.6%) | 17.89M -13.6M (-43.3%) | 0.30% -0.155 pp | 0.01% -0.004 pp | USD31.71 +242.3% | 25 qtrs — |
| 52 | SUMMIT CREEK ADVISORS LLC | 154.4K -6.3K (-3.9%) | 16.76M -3.7M (-17.9%) | 0.28% -0.015 pp | 2.64% -0.338 pp | USD27.62 +293.0% | 31 qtrs — |
| 53 | NEUBERGER BERMAN GROUP LLC | 153.4K +6.3K (+4.2%) | 16.66M -2.0M (-10.9%) | 0.27% +0.008 pp | 0.01% -0.001 pp | USD75.13 +44.5% | 4 qtrs — |
| 54 | BORNITE CAPITAL MANAGEMENT LP | 150.0K +150.0K (+100.0%) | 16.28M +16.3M (+100.0%) | 0.27% +0.269 pp | 1.59% +1.589 pp | USD108.55 +0.0% | 1 qtrs NEW |
| 55 | CI INVESTMENTS INC. | 143.9K -8.4K (-5.5%) | 15.62M -3.7M (-19.2%) | 0.26% -0.018 pp | 0.07% -0.002 pp | USD20.57 +427.7% | 23 qtrs — |
| 56 | SEGALL BRYANT & HAMILL, LLC | 141.2K +6.3K (+4.7%) | 15.33M -1.8M (-10.5%) | 0.25% +0.009 pp | 0.21% -0.021 pp | USD77.70 +39.7% | 6 qtrs — |
| 57 | FEDERATED HERMES, INC. | 135.5K +53.1K (+64.4%) | 14.70M +4.2M (+40.6%) | 0.24% +0.093 pp | 0.02% +0.006 pp | USD103.07 +5.3% | 9 qtrs — |
| 58 | STATE OF WISCONSIN INVESTMENT BOARD | 132.6K -8.0K (-5.7%) | 14.39M -3.5M (-19.4%) | 0.24% -0.017 pp | 0.03% -0.009 pp | USD27.65 +292.6% | 22 qtrs — |
| 59 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 127.0K -50.0K (-28.3%) | 13.79M -8.7M (-38.7%) | 0.23% -0.093 pp | 0.05% -0.027 pp | USD90.25 +20.3% | 5 qtrs — |
| 60 | ZIMMER PARTNERS, LP | 120.0K +120.0K (+100.0%) | 13.03M +13.0M (+100.0%) | 0.22% +0.215 pp | 0.34% +0.343 pp | USD108.55 +0.0% | 4 qtrs — |
| 61 | AGF MANAGEMENT LTD | 115.1K -3.5K (-2.9%) | 12.50M -2.6M (-17.0%) | 0.21% -0.009 pp | 0.05% -0.012 pp | USD127.00 -14.5% | 2 qtrs — |
| 62 | SQUAREPOINT OPS LLC | 112.6K +4.0K (+3.7%) | 12.22M -1.6M (-11.4%) | 0.20% +0.005 pp | 0.01% -0.001 pp | USD108.06 +0.5% | 14 qtrs — |
| 63 | PEREGRINE CAPITAL MANAGEMENT LLC | 110.8K -8.5K (-7.1%) | 12.02M -3.1M (-20.6%) | 0.20% -0.015 pp | 0.37% -0.087 pp | USD85.01 +27.7% | 5 qtrs — |
| 64 | NUVEEN, LLC | 107.7K -840.0 (-0.8%) | 11.69M -2.1M (-15.2%) | 0.19% -0.004 pp | 0.00% -0.001 pp | USD71.87 +51.0% | 4 qtrs — |
| 65 | UBS GROUP AG | 105.7K +1.5K (+1.4%) | 11.48M -1.8M (-13.3%) | 0.19% +0.001 pp | 0.00% 0.000 pp | USD87.27 +24.4% | 30 qtrs — |
| 66 | ROYAL BANK OF CANADA | 105.2K -314.8K (-74.9%) | 11.42M -41.9M (-78.6%) | 0.19% -0.573 pp | 0.00% -0.007 pp | USD85.96 +26.3% | 26 qtrs — |
| 67 | ASSET MANAGEMENT ONE CO., LTD. | 98.5K -5.4K (-5.2%) | 10.98M -2.2M (-16.8%) | 0.18% -0.009 pp | 0.03% -0.008 pp | USD51.24 +111.8% | 24 qtrs — |
| 68 | ENSIGN PEAK ADVISORS, INC | 98.4K +5.3K (+5.7%) | 10.68M -1.1M (-9.6%) | 0.18% +0.008 pp | 0.02% -0.001 pp | USD120.72 -10.1% | 3 qtrs — |
| 69 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 96.4K -3.7K (-3.7%) | 10.47M -2.2M (-17.7%) | 0.18% -0.006 pp | 0.02% -0.004 pp | USD96.18 +12.9% | 5 qtrs — |
| 70 | SWISS NATIONAL BANK | 93.8K +2.3K (+2.5%) | 10.18M -1.4M (-12.4%) | 0.17% +0.002 pp | 0.01% -0.001 pp | USD27.53 +294.3% | 27 qtrs — |
| 71 | NICHOLAS INVESTMENT PARTNERS, LP | 93.1K -32.3K (-25.8%) | 10.11M -5.8M (-36.5%) | 0.17% -0.061 pp | 0.74% -0.482 pp | USD127.00 -14.5% | 2 qtrs — |
| 72 | ADVISORS ASSET MANAGEMENT, INC. | 91.7K +9.0K (+10.9%) | 9.96M -548.1K (-5.2%) | 0.16% +0.014 pp | 0.17% -0.011 pp | USD55.87 +94.3% | 19 qtrs — |
| 73 | RUSSELL INVESTMENTS GROUP, LTD. | 88.1K -214.0 (-0.2%) | 9.57M -1.7M (-14.7%) | 0.16% -0.002 pp | 0.01% -0.002 pp | USD38.62 +181.1% | 31 qtrs — |
| 74 | MAN GROUP PLC | 86.9K -25.5K (-22.7%) | 9.43M -4.8M (-34.0%) | 0.16% -0.048 pp | 0.02% -0.009 pp | USD126.31 -14.1% | 3 qtrs — |
| 75 | BARCLAYS PLC | 83.8K -17.7K (-17.4%) | 9.10M +2.0M (+28.5%) | 0.15% -0.034 pp | 0.00% +0.000 pp | USD74.82 +45.1% | 27 qtrs — |
| 76 | MUNRO PARTNERS | 78.8K +78.8K (+100.0%) | 8.56M +8.6M (+100.0%) | 0.14% +0.141 pp | 0.22% +0.222 pp | USD108.55 +0.0% | 1 qtrs NEW |
| 77 | CITADEL ADVISORS LLC | 78.7K +60.1K (+324.4%) | 8.54M +6.2M (+262.8%) | 0.14% +0.107 pp | 0.00% +0.001 pp | USD101.56 +6.9% | 23 qtrs — |
| 78 | UBS ASSET MANAGEMENT AMERICAS INC | 74.7K +2.3K (+3.2%) | 8.11M -1.1M (-11.8%) | 0.13% +0.003 pp | 0.00% 0.000 pp | USD69.17 +56.9% | 22 qtrs — |
| 79 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 72.6K +28.6K (+65.0%) | 7.88M +2.3M (+41.0%) | 0.13% +0.050 pp | 0.00% +0.000 pp | USD112.11 -3.2% | 10 qtrs — |
| 80 | PATHSTONE HOLDINGS, LLC | 71.9K -4.3K (-5.7%) | 7.81M -1.9M (-19.4%) | 0.13% -0.009 pp | 0.03% -0.007 pp | USD58.89 +84.3% | 9 qtrs — |
| 81 | APTUS CAPITAL ADVISORS, LLC | 68.6K +34.2K (+99.5%) | 7.45M +3.1M (+70.5%) | 0.12% +0.061 pp | 0.05% +0.022 pp | USD107.41 +1.1% | 3 qtrs — |
| 82 | SUMMITTX CAPITAL, L.P. | 65.3K +65.3K (+100.0%) | 7.08M +7.1M (+100.0%) | 0.12% +0.117 pp | 0.21% +0.214 pp | USD108.55 +0.0% | 3 qtrs — |
| 83 | PRINCIPAL FINANCIAL GROUP INC | 61.6K +20.0K (+48.1%) | 6.69M +1.4M (+26.6%) | 0.11% +0.037 pp | 0.00% +0.001 pp | USD81.90 +32.5% | 9 qtrs — |
| 84 | RHUMBLINE ADVISERS | 58.6K -10.2K (-14.8%) | 6.36M -2.4M (-27.2%) | 0.11% -0.020 pp | 0.01% -0.002 pp | USD37.34 +190.7% | 26 qtrs — |
| 85 | LISANTI CAPITAL GROWTH, LLC | 57.5K -520.0 (-0.9%) | 6.24M -1.1M (-15.3%) | 0.10% -0.002 pp | 1.48% -0.323 pp | USD47.41 +129.0% | 11 qtrs — |
| 86 | DARK FOREST CAPITAL MANAGEMENT LP | 54.3K +30.3K (+126.6%) | 5.89M +2.8M (+93.7%) | 0.10% +0.054 pp | 0.27% +0.178 pp | USD107.50 +1.0% | 10 qtrs — |
| 87 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 53.6K +4.2K (+8.4%) | 5.82M -461.8K (-7.3%) | 0.10% +0.006 pp | 0.02% -0.005 pp | USD102.08 +6.3% | 8 qtrs — |
| 88 | RICE HALL JAMES & ASSOCIATES, LLC | 53.3K -9.1K (-14.5%) | 5.79M -2.1M (-26.9%) | 0.10% -0.018 pp | 0.32% -0.113 pp | USD24.49 +343.2% | 25 qtrs — |
| 89 | 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 51.4K +14.2K (+38.2%) | 5.58M +856.4K (+18.1%) | 0.09% +0.025 pp | 0.92% +0.121 pp | USD56.88 +90.8% | 11 qtrs — |
| 90 | BALYASNY ASSET MANAGEMENT L.P. | 51.1K +6.7K (+15.0%) | 5.54M -95.4K (-1.7%) | 0.09% +0.011 pp | 0.01% 0.000 pp | USD81.21 +33.7% | 8 qtrs — |
| 91 | STIFEL FINANCIAL CORP | 49.9K -17.2K (-25.6%) | 5.42M -3.1M (-36.4%) | 0.09% -0.032 pp | 0.00% -0.003 pp | USD24.14 +349.7% | 24 qtrs — |
| 92 | OAK RIDGE INVESTMENTS LLC | 48.7K -1.1K (-2.2%) | 5.28M -1.0M (-16.4%) | 0.09% -0.002 pp | 0.32% -0.088 pp | USD22.88 +374.4% | 23 qtrs — |
| 93 | JANE STREET GROUP, LLC | 47.7K -78.4K (-62.2%) | 5.18M -10.8M (-67.7%) | 0.09% -0.143 pp | 0.00% -0.002 pp | USD114.91 -5.5% | 11 qtrs — |
| 94 | JPMORGAN CHASE & CO | 47.2K -41.4K (-46.7%) | 5.13M -6.1M (-54.5%) | 0.08% -0.076 pp | 0.00% 0.000 pp | USD53.31 +103.6% | 29 qtrs — |
| 95 | — | 45.5K +45.5K (+100.0%) | 4.95M +4.9M (+100.0%) | 0.08% +0.082 pp | 0.10% +0.096 pp | USD108.55 +0.0% | 1 qtrs NEW |
| 96 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 45.2K +911.0 (+2.1%) | 4.91M -718.5K (-12.8%) | 0.08% +0.001 pp | 0.00% -0.001 pp | USD25.12 +332.1% | 27 qtrs — |
| 97 | LEGAL & GENERAL GROUP PLC | 42.3K -3.3K (-7.2%) | 4.59M -1.2M (-20.7%) | 0.08% -0.007 pp | 0.00% 0.000 pp | USD36.09 +200.8% | 27 qtrs — |
| 98 | DEUTSCHE BANK AG\ | 38.7K +1.1K (+2.9%) | 4.20M -575.2K (-12.0%) | 0.07% +0.001 pp | 0.00% 0.000 pp | USD51.35 +111.4% | 27 qtrs — |
| 99 | INVESTORS TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH SPOLKA AKCYJNA | 38.1K +— (+0.0%) | 4.13M -702.3K (-14.5%) | 0.07% -0.001 pp | 1.57% -0.371 pp | USD54.17 +100.4% | 10 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | First Trust RBA American Industrial RenaissanceTM ETF AIRR | 0.99% | 106.90M | 0.69% |
| 2 | Fidelity Fundamental Small-Mid Cap ETF FFSM | 0.83% | 11.68M | 0.43% |
| 3 | American Century Small Cap Growth Insights ETF ACSG | 0.34% | 87.0K | 0.49% |
| 4 | Vanguard Russell 2000 Growth ETF VTWG | 0.31% | 5.19M | 0.06% |
| 5 | iShares Russell 2000 Growth ETF IWO | 0.28% | 42.50M | 0.24% |
| 6 | Global X U.S. Infrastructure Development UCITS ETF USD PAVG.L | 0.26% | 121.5K | 0.47% |
| 7 | Global X - U.S. Infrastructure Development UCITS ETF PAVE.L | 0.26% | 2.10M | 0.47% |
| 8 | iShares U.S. Infrastructure ETF IFRA | 0.25% | 11.33M | 0.30% |
| 9 | Global X - U.S. Infrastructure Development ETF PAVE | 0.25% | 34.44M | 0.47% |
| 10 | U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG | 0.23% | 4.67M | 0.33% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-02 | Baugnon Robert G | Officer | A-Award | A | Class A Common Stock | 55 | 92.27 | 5.1K | 24,602 | D | ↗ |
| 2025-12-29 | Smith Fred Julius III | Director / Officer | G-Gift | D | Class B Common Stock | 0 | 0.00 | — | 60,000 | I | ↗ |
| 2025-12-24 | Shaffer Stefan L | Director | J-Other | A | Class A Common Stock | 266 | 0.00 | — | 40,261 | D | ↗ |
| 2025-12-16 | McKay Michael H | Director | G-Gift | D | Class A Common Stock | 1,000 | 0.00 | — | 22,192 | I | ↗ |
| 2025-12-12 | Brooks Judson Ryan | Officer | G-Gift | D | Class A Common Stock | 2,000 | 0.00 | — | 25,575 | D | ↗ |
| 2025-12-09 | Fleming Ned N III | Director / 10% Owner | P-Purchase | A | Class B Common Stock | 2,000 | 0.00 | — | 2,000 | I | ↗ |
| 2025-11-25 | Smith Fred Julius III | Director / Officer | C-Conversion | D | Class B Common Stock | 30,000 | 0.00 | — | 437,155 | D | ↗ |
| 2025-11-24 | Smith Fred Julius III | Director / Officer | J-Other | A | Class B Common Stock | 33,658 | 0.00 | — | 467,155 | D | ↗ |
| 2025-11-19 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 12,785 | 112.02 | 1.43M | 47,211 | D | ↗ |
| 2025-11-19 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 3,527 | 112.02 | 395.1K | 40,217 | D | ↗ |
| 2025-11-19 | Fleming Ned N. IV | 10% Owner | F-InKind | D | Class A Common Stock | 2,129 | 112.02 | 238.5K | 43,964 | D | ↗ |
| 2025-11-19 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 2,908 | 112.02 | 325.8K | 27,575 | D | ↗ |
| 2025-11-19 | Baugnon Robert G | Officer | F-InKind | D | Class A Common Stock | 2,251 | 112.02 | 252.2K | 24,547 | D | ↗ |
| 2025-11-04 | Smith Fred Julius III | Director / Officer | A-Award | A | Class A Common Stock | 15,905 | 0.00 | — | 59,996 | D | ↗ |
| 2025-11-04 | Hoffman Gregory A | Officer | A-Award | A | Class A Common Stock | 1,912 | 0.00 | — | 39,055 | D | ↗ |
| 2025-11-04 | Fleming Ned N. IV | 10% Owner | A-Award | A | Class A Common Stock | 1,428 | 0.00 | — | 42,956 | D | ↗ |
| 2025-11-04 | Brooks Judson Ryan | Officer | A-Award | A | Class A Common Stock | 1,428 | 0.00 | — | 26,682 | D | ↗ |
| 2025-11-04 | Baugnon Robert G | Officer | A-Award | A | Class A Common Stock | 1,428 | 0.00 | — | 23,661 | D | ↗ |
| 2025-10-20 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 4,925 | 115.01 | 566.4K | 40,275 | D | ↗ |
| 2025-10-20 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 4,925 | 115.01 | 566.4K | 37,143 | D | ↗ |
| 2025-10-20 | Fleming Ned N. IV | 10% Owner | F-InKind | D | Class A Common Stock | 4,154 | 115.01 | 477.8K | 41,528 | D | ↗ |
| 2025-10-20 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 1,970 | 115.01 | 226.6K | 25,254 | D | ↗ |
| 2025-10-20 | Baugnon Robert G | Officer | F-InKind | D | Class A Common Stock | 1,025 | 115.01 | 117.9K | 22,233 | D | ↗ |
| 2025-10-17 | Smith Fred Julius III | Director / Officer | A-Award | A | Class B Common Stock | 12,134 | 0.00 | — | 436,522 | D | ↗ |
| 2025-10-17 | Hoffman Gregory A | Officer | A-Award | A | Class A Common Stock | 4,925 | 0.00 | — | 42,068 | D | ↗ |
| 2025-10-17 | Fleming Ned N. IV | 10% Owner | A-Award | A | Class B Common Stock | 12,134 | 0.00 | — | 100,869 | D | ↗ |
| 2025-10-17 | Fleming Ned N III | Director / 10% Owner | A-Award | A | Class B Common Stock | 4,500 | 0.00 | — | 100,015 | D | ↗ |
| 2025-10-17 | Brooks Judson Ryan | Officer | A-Award | A | Class B Common Stock | 5,418 | 0.00 | — | 13,765 | D | ↗ |
| 2025-10-17 | Baugnon Robert G | Officer | A-Award | A | Class A Common Stock | 2,463 | 0.00 | — | 23,258 | D | ↗ |
| 2025-10-02 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 26,651 | 127.00 | 3.38M | 40,275 | D | ↗ |
| 2025-10-02 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 8,051 | 127.00 | 1.02M | 37,143 | D | ↗ |
| 2025-10-02 | Fleming Ned N. IV | 10% Owner | F-InKind | D | Class A Common Stock | 444 | 127.00 | 56.4K | 40,757 | D | ↗ |
| 2025-10-02 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 6,481 | 127.00 | 823.1K | 25,254 | D | ↗ |
| 2025-10-02 | Baugnon Robert G | Officer | F-InKind | D | Class A Common Stock | 5,152 | 127.00 | 654.3K | 20,795 | D | ↗ |
| 2025-10-01 | Baugnon Robert G | Officer | A-Award | A | Class A Common Stock | 72 | 88.99 | 6.4K | 25,947 | D | ↗ |
| 2025-09-18 | McKay Michael H | Director | G-Gift | D | Class A Common Stock | 1,000 | 0.00 | — | 23,192 | I | ↗ |
| 2025-08-06 | Bruce Barrett N. | 10% Owner | — | — | Class B Common Stock | 537 | 0.00 | — | 0 | I | ↗ |
| 2025-07-02 | McKay Michael H | Director | G-Gift | D | Class A Common Stock | 1,000 | 0.00 | — | 24,192 | I | ↗ |
| 2025-07-01 | Baugnon Robert G | Officer | A-Award | A | Class A Common Stock | 144 | 62.25 | 9.0K | 25,875 | D | ↗ |
| 2025-06-16 | Fleming Ned N III | Director / 10% Owner | J-Other | D | Class B Common Stock | 39,321 | 0.00 | — | 24,362 | I | ↗ |
| 2025-06-13 | Fleming Ned N III | Director / 10% Owner | J-Other | D | Class B Common Stock | 39,371 | 0.00 | — | 63,683 | I | ↗ |
| 2025-06-12 | Fleming Ned N III | Director / 10% Owner | J-Other | D | Class B Common Stock | 39,346 | 0.00 | — | 103,054 | I | ↗ |
| 2025-06-11 | Fleming Ned N III | Director / 10% Owner | J-Other | D | Forward sale contract (obligation to sell) | 42,857 | 0.00 | — | 128,572 | I | ↗ |
| 2025-06-10 | Fleming Ned N III | Director / 10% Owner | J-Other | D | Forward sale contract (obligation to sell) | 42,857 | 0.00 | — | 171,429 | I | ↗ |
| 2025-06-09 | Fleming Ned N III | Director / 10% Owner | J-Other | D | Class B Common Stock | 39,527 | 0.00 | — | 221,053 | I | ↗ |
| 2025-06-06 | Fleming Ned N III | Director / 10% Owner | J-Other | D | Class B Common Stock | 39,420 | 0.00 | — | 260,580 | I | ↗ |
| 2025-05-08 | Baugnon Robert G | Officer | — | — | Class A Common Stock | 0 | 0.00 | — | 25,731 | D | ↗ |
| 2025-04-14 | Smith Fred Julius III | Director / Officer | P-Purchase | A | Class A Common Stock | 6,000 | 73.83 | 443.0K | 6,000 | I | ↗ |
| 2025-04-14 | Harper John L | Officer | S-Sale | D | Class A Common Stock | 6,000 | 73.83 | 443.0K | 159,389 | D | ↗ |
| 2025-04-14 | Flowers Robert P. | Officer | S-Sale | D | Class A Common Stock | 3,333 | 73.83 | 246.1K | 46,601 | D | ↗ |
| 2025-04-14 | Fleming Ned N. IV | 10% Owner | P-Purchase | A | Class A Common Stock | 6,000 | 73.83 | 443.0K | 6,000 | I | ↗ |
| 2025-03-04 | Smith Fred Julius III | Director / Officer | A-Award | A | Class A Common Stock | 5,252 | 0.00 | — | 110,030 | D | ↗ |
| 2025-03-04 | Skelly Noreen E | Director | A-Award | A | Class A Common Stock | 8,000 | 0.00 | — | 25,000 | D | ↗ |
| 2025-03-04 | Shaffer Stefan L | Director | A-Award | A | Class A Common Stock | 8,000 | 0.00 | — | 39,995 | D | ↗ |
| 2025-03-04 | McKay Michael H | Director | A-Award | A | Class B Common Stock | 8,000 | 0.00 | — | 8,000 | D | ↗ |
| 2025-03-04 | Hoffman Gregory A | Officer | A-Award | A | Class A Common Stock | 2,668 | 0.00 | — | 45,194 | D | ↗ |
| 2025-03-04 | Harper John L | Officer | A-Award | A | Class A Common Stock | 2,060 | 0.00 | — | 165,389 | D | ↗ |
| 2025-03-04 | Flowers Robert P. | Officer | A-Award | A | Class A Common Stock | 2,060 | 0.00 | — | 49,934 | D | ↗ |
| 2025-03-04 | Fleming Ned N. IV | 10% Owner | A-Award | A | Restricted Stock Units | 1,000 | 0.00 | — | 1,914 | D | ↗ |
| 2025-03-04 | Fleming Ned N III | Director / 10% Owner | A-Award | A | Class B Common Stock | 24,000 | 0.00 | — | 95,515 | D | ↗ |
| 2025-03-04 | Brooks Judson Ryan | Officer | A-Award | A | Restricted Stock Units | 1,000 | 0.00 | — | 1,957 | D | ↗ |
| 2025-03-04 | Armstrong Michael Brett | Officer | A-Award | A | Restricted Stock Units | 1,050 | 0.00 | — | 1,050 | D | ↗ |
| 2025-03-04 | Andrews Todd Keith | Officer | A-Award | A | Restricted Stock Units | 640 | 0.00 | — | 1,498 | D | ↗ |
| 2024-12-27 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 7,493 | 95.90 | 718.6K | 104,778 | D | ↗ |
| 2024-12-27 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 2,050 | 95.90 | 196.6K | 42,526 | D | ↗ |
| 2024-12-27 | Flowers Robert P. | Officer | F-InKind | D | Class A Common Stock | 3,219 | 95.90 | 308.7K | 47,874 | D | ↗ |
| 2024-12-27 | Fleming Ned N. IV | 10% Owner | F-InKind | D | Class A Common Stock | 747 | 95.90 | 71.6K | 40,201 | D | ↗ |
| 2024-12-27 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 1,670 | 95.90 | 160.2K | 30,735 | D | ↗ |
| 2024-12-27 | Armstrong Michael Brett | Officer | F-InKind | D | Class A Common Stock | 3,290 | 95.90 | 315.5K | 58,308 | D | ↗ |
| 2024-12-27 | Andrews Todd Keith | Officer | F-InKind | D | Class A Common Stock | 1,573 | 90.93 | 143.0K | 15,821 | D | ↗ |
| 2024-12-20 | Andrews Todd Keith | Officer | S-Sale | D | Class A Common Stock | 5,489 | 91.84 | 504.1K | 17,394 | D | ↗ |
| 2024-12-17 | Smith Fred Julius III | Director / Officer | A-Award | A | Class A Common Stock | 12,398 | 0.00 | — | 108,677 | D | ↗ |
| 2024-12-17 | Hoffman Gregory A | Officer | A-Award | A | Class A Common Stock | 3,623 | 0.00 | — | 43,526 | D | ↗ |
| 2024-12-17 | Harper John L | Officer | A-Award | A | Class A Common Stock | 6,569 | 0.00 | — | 161,425 | D | ↗ |
| 2024-12-17 | Flowers Robert P. | Officer | A-Award | A | Class A Common Stock | 6,339 | 0.00 | — | 49,255 | D | ↗ |
| 2024-12-17 | Fleming Ned N. IV | 10% Owner | A-Award | A | Class A Common Stock | 2,374 | 0.00 | — | 40,259 | D | ↗ |
| 2024-12-17 | Brooks Judson Ryan | Officer | G-Gift | D | Class A Common Stock | 1,000 | 0.00 | — | 32,405 | D | ↗ |
| 2024-12-17 | Armstrong Michael Brett | Officer | A-Award | A | Class A Common Stock | 5,749 | 0.00 | — | 59,931 | D | ↗ |
| 2024-12-17 | Andrews Todd Keith | Officer | A-Award | A | Class A Common Stock | 2,747 | 0.00 | — | 22,086 | D | ↗ |
| 2024-12-16 | Andrews Todd Keith | Officer | S-Sale | D | Class A Common Stock | 2,511 | 95.86 | 240.7K | 19,339 | D | ↗ |
| 2024-12-13 | Harper John L | Officer | S-Sale | D | Class A Common Stock | 1,249 | 94.88 | 118.5K | 154,856 | D | ↗ |
| 2024-12-11 | Owens Charles E | Director | S-Sale | D | Class A Common Stock | 465 | 99.12 | 46.1K | 102,610 | I | ↗ |
| 2024-12-10 | Owens Charles E | Director | S-Sale | D | Class A Common Stock | 1,761 | 99.14 | 174.6K | 118,813 | I | ↗ |
| 2024-12-09 | SunTx Capital II Management Corp. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 12,731 | 99.78 | 1.27M | 17,000 | D | ↗ |
| 2024-12-09 | Owens Charles E | Director | S-Sale | D | Class A Common Stock | 1,445 | 98.75 | 142.7K | 128,846 | I | ↗ |
| 2024-12-06 | SunTx Capital II Management Corp. | Director / 10% Owner | C-Conversion | D | Class B Common Stock | 101,021 | 0.00 | — | 2,510,682 | I | ↗ |
| 2024-12-06 | Owens Charles E | Director | S-Sale | D | Class A Common Stock | 29,252 | 100.32 | 2.93M | 150,734 | I | ↗ |
| 2024-12-05 | Owens Charles E | Director | S-Sale | D | Class A Common Stock | 11,778 | 99.45 | 1.17M | 191,626 | I | ↗ |
| 2024-12-04 | Owens Charles E | Director | S-Sale | D | Class A Common Stock | 46,241 | 101.33 | 4.69M | 203,759 | I | ↗ |
| 2024-11-25 | Flowers Robert P. | Officer | S-Sale | D | Class A Common Stock | 1,000 | 102.13 | 102.1K | 42,916 | D | ↗ |
| 2024-11-15 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 9,944 | 90.93 | 904.2K | 96,279 | D | ↗ |
| 2024-11-15 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 9,209 | 90.93 | 837.4K | 39,903 | D | ↗ |
| 2024-11-15 | Fleming Ned N. IV | 10% Owner | F-InKind | D | Class A Common Stock | 5,114 | 90.93 | 465.0K | 37,885 | D | ↗ |
| 2024-11-15 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 4,000 | 90.93 | 363.7K | 29,641 | D | ↗ |
| 2024-11-15 | Armstrong Michael Brett | Officer | F-InKind | D | Class A Common Stock | 1,331 | 90.93 | 121.0K | 54,182 | D | ↗ |
| 2024-10-20 | Smith Fred Julius III | Director / Officer | A-Award | A | Class A Common Stock | 10,000 | 0.00 | — | 106,223 | D | ↗ |
| 2024-10-20 | Hoffman Gregory A | Officer | A-Award | A | Class B Common Stock | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2024-10-20 | Harper John L | Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 152,106 | D | ↗ |
| 2024-10-20 | Fleming Ned N. IV | 10% Owner | A-Award | A | Class A Common Stock | 10,000 | 0.00 | — | 42,999 | D | ↗ |
| 2024-10-20 | Fleming Ned N III | Director / 10% Owner | A-Award | A | Class A Common Stock | 10,000 | 0.00 | — | 24,168 | D | ↗ |
| 2024-10-20 | Brooks Judson Ryan | Officer | A-Award | A | Class B Common Stock | 11,000 | 0.00 | — | 11,000 | D | ↗ |
| 2024-10-20 | Armstrong Michael Brett | Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 55,513 | D | ↗ |
| 2024-10-01 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 23,159 | 69.80 | 1.62M | 96,223 | D | ↗ |
| 2024-10-01 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 8,133 | 69.80 | 567.7K | 39,112 | D | ↗ |
| 2024-10-01 | Flowers Robert P. | Officer | F-InKind | D | Class A Common Stock | 799 | 69.80 | 55.8K | 67,916 | D | ↗ |
| 2024-10-01 | Fleming Ned N. IV | 10% Owner | F-InKind | D | Class A Common Stock | 383 | 69.80 | 26.7K | 32,999 | D | ↗ |
| 2024-10-01 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 6,676 | 69.80 | 466.0K | 29,641 | D | ↗ |
| 2024-10-01 | Armstrong Michael Brett | Officer | F-InKind | D | Class A Common Stock | 8,511 | 69.80 | 594.1K | 52,513 | D | ↗ |
| 2024-10-01 | Andrews Todd Keith | Officer | F-InKind | D | Class A Common Stock | 4,379 | 69.80 | 305.7K | 21,850 | D | ↗ |
| 2024-08-26 | Matteson Mark R | Director / 10% Owner | G-Gift | D | Class A Common Stock | 8,000 | 0.00 | — | 0 | — | ↗ |
| 2024-08-23 | Matteson Mark R | Director / 10% Owner | S-Sale | D | Class A Common Stock | 39,225 | 64.30 | 2.52M | 8,000 | — | ↗ |
| 2024-08-22 | Matteson Mark R | Director / 10% Owner | S-Sale | D | Class A Common Stock | 25,408 | 61.97 | 1.57M | 102,592 | — | ↗ |
| 2024-08-14 | Matteson Mark R | Director / 10% Owner | C-Conversion | D | Class B Common Stock | 128,000 | 0.00 | — | 400,715 | — | ↗ |
| 2024-06-18 | Shaffer Stefan L | Director | S-Sale | D | Class A Common Stock | 2,500 | 58.41 | 146.0K | 31,995 | — | ↗ |
| 2024-06-14 | Flowers Robert P. | Officer | S-Sale | D | Class A Common Stock | 1,510 | 56.51 | 85.3K | 68,715 | — | ↗ |
| 2024-06-13 | Fleming Ned N III | Director / 10% Owner | J-Other | A | Forward sale contract (obligation to sell) | 300,000 | 0.00 | — | 300,000 | — | ↗ |
| 2024-05-22 | SunTx Capital II Management Corp. | Director / 10% Owner | D-Return | D | Class A Common Stock | 4,000 | 0.00 | — | 0 | — | ↗ |
| 2024-05-22 | Smith Fred Julius III | Director / Officer | D-Return | D | Class A Common Stock | 28,343 | 0.00 | — | 119,382 | — | ↗ |
| 2024-05-22 | Owens Charles E | Director | D-Return | D | Class B Common Stock | 250,000 | 0.00 | — | 1,000,000 | — | ↗ |
| 2024-05-22 | McKay Michael H | Director | D-Return | D | Class A Common Stock | 33,099 | 0.00 | — | 19,525 | — | ↗ |
| 2024-05-22 | Fleming Ned N. IV | 10% Owner | D-Return | D | Class A Common Stock | 1,545 | 0.00 | — | 33,382 | — | ↗ |
| 2024-05-20 | Skelly Noreen E | Director | S-Sale | D | Class A Common Stock | 2,500 | 56.40 | 141.0K | 3,434 | — | ↗ |
| 2024-05-20 | Andrews Todd Keith | Officer | S-Sale | D | Class A Common Stock | 1,500 | 55.00 | 82.5K | 26,229 | — | ↗ |
| 2023-12-20 | SunTx Capital II Management Corp. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 11,348 | 44.75 | 507.8K | 234,930 | — | ↗ |
| 2023-12-19 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 776 | 43.75 | 34.0K | 147,725 | — | ↗ |
| 2023-12-19 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 226 | 43.75 | 9.9K | 47,245 | — | ↗ |
| 2023-12-19 | Flowers Robert P. | Officer | F-InKind | D | Class A Common Stock | 327 | 43.75 | 14.3K | 70,225 | — | ↗ |
| 2023-12-19 | Fleming Ned N. IV | — | F-InKind | D | Class A Common Stock | 149 | 43.75 | 6.5K | 34,927 | — | ↗ |
| 2023-12-19 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 181 | 43.75 | 7.9K | 36,317 | — | ↗ |
| 2023-12-19 | Armstrong Michael Brett | Officer | F-InKind | D | Class A Common Stock | 357 | 43.75 | 15.6K | 60,331 | — | ↗ |
| 2023-12-19 | Andrews Todd Keith | Officer | F-InKind | D | Class A Common Stock | 171 | 43.75 | 7.5K | 27,729 | — | ↗ |
| 2023-12-14 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 3,492 | 43.35 | 151.4K | 148,501 | — | ↗ |
| 2023-12-14 | Matteson Mark R | Director / 10% Owner | G-Gift | D | Class A Common Stock | 10,000 | 0.00 | — | 0 | — | ↗ |
| 2023-12-14 | Jennings Craig | Director / 10% Owner | S-Sale | D | Class A Common Stock | 22,500 | 43.53 | 979.4K | 0 | — | ↗ |
| 2023-12-14 | Hoffman Gregory A | Officer | F-InKind | D | Class A Common Stock | 1,016 | 43.35 | 44.0K | 47,471 | — | ↗ |
| 2023-12-14 | Flowers Robert P. | Officer | F-InKind | D | Class A Common Stock | 1,471 | 43.35 | 63.8K | 70,552 | — | ↗ |
| 2023-12-14 | Fleming Ned N. IV | — | F-InKind | D | Class A Common Stock | 667 | 43.35 | 28.9K | 35,076 | — | ↗ |
| 2023-12-14 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 812 | 43.35 | 35.2K | 36,498 | — | ↗ |
| 2023-12-14 | Armstrong Michael Brett | Officer | F-InKind | D | Class A Common Stock | 1,604 | 43.35 | 69.5K | 60,688 | — | ↗ |
| 2023-12-14 | Andrews Todd Keith | Officer | F-InKind | D | Class A Common Stock | 768 | 43.35 | 33.3K | 27,900 | — | ↗ |
| 2023-12-13 | Smith Fred Julius III | Director / Officer | A-Award | A | Class A Common Stock | 7,352 | 0.00 | — | 151,993 | — | ↗ |
| 2023-12-13 | Matteson Mark R | Director / 10% Owner | S-Sale | D | Class A Common Stock | 88,004 | 43.48 | 3.83M | 11,996 | — | ↗ |
| 2023-12-13 | Hoffman Gregory A | Officer | A-Award | A | Class A Common Stock | 4,500 | 0.00 | — | 48,487 | — | ↗ |
| 2023-12-13 | Harper John L | Officer | A-Award | A | Class A Common Stock | 6,253 | 0.00 | — | 144,005 | — | ↗ |
| 2023-12-13 | Flowers Robert P. | Officer | A-Award | A | Class A Common Stock | 1,838 | 0.00 | — | 72,023 | — | ↗ |
| 2023-12-13 | Fleming Ned N. IV | — | A-Award | A | Restricted Stock Units | 1,218 | 0.00 | — | 1,218 | — | ↗ |
| 2023-12-13 | Brooks Judson Ryan | Officer | A-Award | A | Restricted Stock Units | 1,276 | 0.00 | — | 1,276 | — | ↗ |
| 2023-12-13 | Armstrong Michael Brett | Officer | A-Award | A | Class A Common Stock | 3,676 | 0.00 | — | 62,292 | — | ↗ |
| 2023-12-13 | Andrews Todd Keith | Officer | A-Award | A | Class A Common Stock | 581 | 0.00 | — | 27,524 | — | ↗ |
| 2023-12-12 | Jennings Craig | Director / 10% Owner | S-Sale | D | Class A Common Stock | 25,000 | 43.09 | 1.08M | 25,000 | — | ↗ |
| 2023-12-11 | Jennings Craig | Director / 10% Owner | S-Sale | D | Class A Common Stock | 50,000 | 42.64 | 2.13M | 50,000 | — | ↗ |
| 2023-12-01 | SunTx Capital Management Corp. | Director / 10% Owner | D-Return | D | Class B Common Stock | 100,000 | 0.00 | — | 351,178 | — | ↗ |
| 2023-10-02 | Smith Fred Julius III | Director / Officer | F-InKind | D | Class A Common Stock | 1,730 | 36.56 | 63.2K | 130,147 | — | ↗ |
| 2023-10-02 | Harper John L | Officer | F-InKind | D | Class A Common Stock | 1,025 | 36.56 | 37.5K | 137,096 | — | ↗ |
| 2023-10-02 | Flowers Robert P. | Officer | F-InKind | D | Class A Common Stock | 562 | 36.56 | 20.5K | 62,805 | — | ↗ |
| 2023-10-02 | Fleming Ned N. IV | — | F-InKind | D | Class A Common Stock | 372 | 36.56 | 13.6K | 31,758 | — | ↗ |
| 2023-10-02 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 654 | 36.56 | 23.9K | 32,652 | — | ↗ |
| 2023-10-02 | Armstrong Michael Brett | Officer | F-InKind | D | Class A Common Stock | 915 | 36.56 | 33.5K | 51,940 | — | ↗ |
| 2023-10-02 | Andrews Todd Keith | Officer | F-InKind | D | Class A Common Stock | 613 | 36.56 | 22.4K | 24,327 | — | ↗ |
| 2023-09-29 | SunTx Capital Management Corp. | Director / 10% Owner | J-Other | D | Class B Common Stock | 10,527 | 0.00 | — | 0 | — | ↗ |
| 2023-09-19 | SunTx Capital Management Corp. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 29,454 | 35.14 | 1.04M | 399,363 | — | ↗ |
| 2023-08-01 | Fleming Ned N. IV | — | — | D | Class B Common Stock | 76,190 | 0.00 | — | 0 | — | ↗ |
| 2023-06-22 | SunTx Capital Management Corp. | Director / 10% Owner | J-Other | D | Class B Common Stock | 3,773 | 0.00 | — | 549,315 | — | ↗ |
| 2023-06-20 | Harper John L | Officer | S-Sale | D | Class A Common Stock | 2,500 | 33.09 | 82.7K | 138,121 | — | ↗ |
| 2023-06-06 | Skelly Noreen E | Director | S-Sale | D | Class A Common Stock | 16,157 | 30.48 | 492.5K | 5,934 | — | ↗ |
| 2023-05-09 | Shaffer Stefan L | Director | S-Sale | D | Class A Common Stock | 13,000 | 27.73 | 360.5K | 34,495 | — | ↗ |
| 2023-03-22 | Skelly Noreen E | Director | S-Sale | D | Class A Common Stock | 300 | 26.33 | 7.9K | 21,791 | — | ↗ |
| 2023-02-14 | Fleming Ned N III | Director / 10% Owner | P-Purchase | A | Class B Common Stock | 600 | 0.00 | — | 1,700,799 | — | ↗ |
| 2022-12-19 | Harper John L | Officer | S-Sale | D | Class A Common Stock | 46,320 | 26.31 | 1.22M | 140,621 | — | ↗ |
| 2022-12-16 | Harper John L | Officer | S-Sale | D | Class A Common Stock | 25,000 | 26.39 | 659.8K | 186,941 | — | ↗ |
| 2022-12-15 | Harper John L | Officer | S-Sale | D | Class A Common Stock | 11,000 | 27.76 | 305.4K | 211,941 | — | ↗ |
| 2022-12-07 | SunTx Capital Management Corp. | Director | J-Other | D | Class B Common Stock | 104,760 | 0.00 | — | 310,320 | — | ↗ |
| 2022-12-05 | Harper John L | Officer | S-Sale | D | Class A Common Stock | 31,500 | 28.46 | 896.5K | 222,941 | — | ↗ |
| 2022-11-04 | Smith Fred Julius III | Officer | F-InKind | D | Class A Common Stock | 1,103 | 26.23 | 28.9K | 131,877 | — | ↗ |
| 2022-11-04 | Harper John L | Officer | F-InKind | D | Class A Common Stock | 654 | 0.00 | — | 254,441 | — | ↗ |
| 2022-11-04 | Flowers Robert P. | Officer | F-InKind | D | Class A Common Stock | 268 | 26.23 | 7.0K | 63,367 | — | ↗ |
| 2022-11-04 | Brooks Judson Ryan | Officer | F-InKind | D | Class A Common Stock | 414 | 26.23 | 10.9K | 33,306 | — | ↗ |
| 2022-11-04 | Andrews Todd Keith | Officer | F-InKind | D | Class A Common Stock | 390 | 26.23 | 10.2K | 24,940 | — | ↗ |
| 2022-11-03 | Smith Fred Julius III | Officer | A-Award | A | Class A Common Stock | 8,482 | 0.00 | — | 132,980 | — | ↗ |
| 2022-11-03 | Hoffman Gregory A | Officer | A-Award | A | Class A Common Stock | 3,517 | 0.00 | — | 39,770 | — | ↗ |
| 2022-11-03 | Harper John L | Officer | A-Award | A | Class A Common Stock | 5,017 | 0.00 | — | 255,095 | — | ↗ |
| 2022-11-03 | Flowers Robert P. | Officer | A-Award | A | Class A Common Stock | 4,810 | 0.00 | — | 63,635 | — | ↗ |
| 2022-11-03 | Brooks Judson Ryan | Officer | A-Award | A | Class A Common Stock | 3,258 | 0.00 | — | 33,720 | — | ↗ |
| 2022-11-03 | Armstrong Michael Brett | Officer | A-Award | A | Class A Common Stock | 4,655 | 0.00 | — | 52,855 | — | ↗ |
| 2022-11-03 | Andrews Todd Keith | Officer | A-Award | A | Class A Common Stock | 3,000 | 0.00 | — | 25,330 | — | ↗ |
| 2022-09-19 | Skelly Noreen E | Director | S-Sale | D | Class A Common Stock | 3,100 | 28.30 | 87.7K | 22,091 | — | ↗ |
| 2022-09-13 | SunTx Capital Management Corp. | Director / 10% Owner | J-Other | A | Class B Common Stock | 36,293 | 0.00 | — | 1,700,199 | — | ↗ |
| 2022-09-12 | SunTx Capital Management Corp. | Director / 10% Owner | S-Sale | D | Class A Common Stock | 14,711 | 27.53 | 405.0K | 41,481 | — | ↗ |
| 2022-08-25 | Palmer Royce Alan | Officer | G-Gift | D | Class A Common Stock | 3,000 | 0.00 | — | 28,500 | — | ↗ |
| 2022-08-09 | Shaffer Stefan L | Director | S-Sale | D | Class A Common Stock | 7,697 | 28.93 | 222.7K | 47,495 | — | ↗ |
| 2022-05-12 | Harper John L | Officer | P-Purchase | A | Class A Common Stock | 15,000 | 20.83 | 312.5K | 15,000 | — | ↗ |
| 2022-05-09 | SunTx Capital Management Corp. | Director / 10% Owner | J-Other | A | Class B Common Stock | 349,680 | 0.00 | — | 441,779 | — | ↗ |
| 2022-05-09 | SunTx Capital II Management Corp. | Director | J-Other | A | Class B Common Stock | 349,680 | 0.00 | — | 441,779 | — | ↗ |
| 2022-01-14 | Smith Fred Julius III | Director / Officer | P-Purchase | A | Class B Common Stock | 50,000 | 0.00 | — | 341,941 | — | ↗ |
| 2022-01-14 | Palmer Royce Alan | Officer | S-Sale | D | Class B Common Stock | 50,000 | 0.00 | — | 80,209 | — | ↗ |
| 2022-01-13 | Harper John L | Officer | P-Purchase | A | Class A Common Stock | 500 | 22.44 | 11.2K | 1,000 | — | ↗ |
| 2022-01-07 | Skelly Noreen E | Director | A-Award | A | Class A Common Stock | 17,000 | 0.00 | — | 42,191 | — | ↗ |
| 2022-01-07 | Shaffer Stefan L | Director | A-Award | A | Class A Common Stock | 17,000 | 0.00 | — | 55,192 | — | ↗ |
| 2022-01-07 | McKay Michael H | Director | A-Award | A | Class A Common Stock | 17,000 | 0.00 | — | 58,291 | — | ↗ |
| 2022-01-07 | Fleming Ned N III | Director / 10% Owner | A-Award | A | Class A Common Stock | 21,250 | 0.00 | — | 157,075 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Fred J. (Jule) Smith, III President and Chief Executive Officer | 837.3K | 1.77M | 2.87M | — | 875.0K | 57.8K | 6.41M | 44.78% | ↗ |
| 2 | 2025 | Gregory A. Hoffman Senior Vice President and Chief Financial Officer | 486.5K | 850.7K | 2.11M | — | 375.0K | 34.9K | 3.86M | 54.70% | ↗ |
| 3 | 2025 | N. Nelson Fleming, IV Senior Vice President - Strategy and Business Development | 361.5K | 828.6K | 1.97M | — | 187.5K | 46.4K | 3.40M | 58.10% | ↗ |
| 4 | 2025 | J. Ryan Brooks Senior Vice President and General Counsel | 365.6K | 518.6K | 1.53M | — | 187.5K | 32.2K | 2.63M | 58.03% | ↗ |
| 5 | 2025 | John L. Harper Senior Vice President - Strategic Initiatives | 510.0K | 342.6K | 595.5K | — | 386.3K | 63.5K | 1.90M | 31.38% | ↗ |
| 6 | 2025 | M. Brett Armstrong Regional President - Central Region | 516.3K | 219.9K | 650.0K | — | 354.4K | 28.7K | 1.77M | 36.74% | ↗ |
| 7 | 2025 | Robert G. Baugnon Senior Vice President - Personnel and Administration | 362.9K | 348.6K | 779.2K | — | 187.5K | 63.9K | 1.74M | 44.73% | ↗ |
| 8 | 2024 | Fred J. (Jule) Smith, III President and Chief Executive Officer | 707.3K | 615.0K | 964.8K | — | 735.0K | 74.4K | 3.10M | 31.16% | ↗ |
| 9 | 2024 | Robert P. Flowers Senior Vice President | 485.6K | 228.8K | 428.8K | — | 367.5K | 35.7K | 1.55M | 27.73% | ↗ |
| 10 | 2024 | John L. Harper Senior Vice President | 492.6K | 191.3K | 433.1K | — | 371.3K | 39.0K | 1.53M | 28.36% | ↗ |
| 11 | 2024 | M. Brett Armstrong Senior Vice President | 480.8K | 167.4K | 428.8K | — | 367.5K | 35.6K | 1.48M | 28.97% | ↗ |
| 12 | 2024 | John L. Harper Senior Vice President - Strategic Initiatives | 492.6K | 8.8K | 433.1K | — | 371.3K | 39.0K | 1.34M | 32.21% | ↗ |
| 13 | 2024 | M. Brett Armstrong Regional President - Central Region | 480.8K | 7.5K | 428.8K | — | 367.5K | 35.6K | 1.32M | 32.48% | ↗ |
| 14 | 2024 | Gregory A. Hoffman Senior Vice President and Chief Financial Officer | 438.5K | 62.5K | 418.4K | — | 337.5K | 38.6K | 1.30M | 32.30% | ↗ |
| 15 | 2023 | Fred J. (Jule) Smith, III President and Chief Executive Officer | 605.8K | 370.3K | 793.0K | — | 615.0K | 62.3K | 2.45M | 32.42% | ↗ |
| 16 | 2023 | Robert P. Flowers Senior Vice President | 459.0K | 105.9K | 416.0K | — | 348.8K | 34.4K | 1.36M | 30.50% | ↗ |
| 17 | 2023 | M. Brett Armstrong Senior Vice President | 438.5K | 103.1K | 402.6K | — | 337.5K | 49.5K | 1.33M | 30.24% | ↗ |
| 18 | 2023 | M. Brett Armstrong Regional President - Central Region | 438.5K | 103.1K | 402.6K | — | 337.5K | 49.5K | 1.33M | 30.24% | ↗ |
| 19 | 2023 | John L. Harper Senior Vice President - Strategic Initiatives | 478.0K | 60.8K | 433.9K | — | 254.6K | 34.8K | 1.26M | 34.38% | ↗ |
| 20 | 2023 | John L. Harper Senior Vice President | 478.0K | 60.8K | 433.9K | — | 254.6K | 34.8K | 1.26M | 34.38% | ↗ |
| 21 | 2023 | Gregory A. Hoffman Senior Vice President and Chief Financial Officer | 364.2K | 53.6K | 264.8K | — | 300.0K | 37.0K | 1.02M | 25.97% | ↗ |
| 22 | 2023 | R. Alan Palmer Former Executive Vice President and Chief Financial Officer | 394.9K | — | — | — | — | 34.5K | 429.5K | 0.00% | ↗ |
| 23 | 2022 | Fred J. (Jule) Smith, III President and Chief Executive Officer | 571.4K | 250.0K | 1.18M | — | 287.5K | 74.3K | 2.36M | 49.92% | ↗ |
| 24 | 2022 | John L. Harper Senior Vice President | 453.6K | 50.0K | 639.0K | — | 171.4K | 57.4K | 1.37M | 46.60% | ↗ |
| 25 | 2022 | Robert P. Flowers Senior Vice President | 437.4K | 20.0K | 616.8K | — | 82.7K | 57.1K | 1.21M | 50.81% | ↗ |
| 26 | 2022 | M. Brett Armstrong Senior Vice President | 396.8K | — | 558.8K | — | 150.0K | 55.1K | 1.16M | 48.15% | ↗ |
| 27 | 2022 | R. Alan Palmer Former Executive Vice President and Chief Financial Officer | 375.2K | — | — | — | 225.0K | 39.4K | 639.6K | 0.00% | ↗ |
| 28 | 2022 | R. Alan Palmer Executive Vice President and Chief Financial Officer | 375.2K | — | — | — | 225.0K | 39.4K | 639.6K | 0.00% | ↗ |
| 29 | 2021 | Fred J. (Jule) Smith, III President and Chief Executive Officer | 512.1K | 82.5K | 2.84M | — | 412.5K | 87.9K | 3.94M | 72.20% | ↗ |
| 30 | 2021 | John L. Harper Senior Vice President | 435.5K | 120.6K | 1.44M | — | 244.7K | 56.0K | 2.23M | 64.54% | ↗ |
| 31 | 2021 | Robert P. Flowers Senior Vice President | 408.7K | 110.3K | 1.44M | — | 236.3K | 64.8K | 2.19M | 65.48% | ↗ |
| 32 | 2021 | M. Brett Armstrong Senior Vice President | 379.8K | 42.8K | 1.16M | — | 213.8K | 47.9K | 1.84M | 62.91% | ↗ |
| 33 | 2021 | R. Alan Palmer Executive Vice President and Chief Financial Officer | 357.8K | 157.5K | 530.0K | — | 202.5K | 39.1K | 1.29M | 41.18% | ↗ |
| 34 | 2021 | R. Alan Palmer Former Executive Vice President and Chief Financial Officer | 357.8K | 157.5K | 530.0K | — | 202.5K | 39.1K | 1.29M | 41.18% | ↗ |
| 35 | 2021 | Charles E. Owens Former President and Chief Executive Officer | 447.3K | — | — | — | — | 45.6K | 492.9K | 0.00% | ↗ |
| 36 | 2020 | Charles E. Owens Former President and Chief Executive Officer | 521.5K | 1.15M | — | — | — | 36.6K | 1.70M | 0.00% | ↗ |
| 37 | 2020 | Charles E. Owens President and Chief Executive Officer | 521.5K | 1.05M | — | — | — | 36.6K | 1.61M | 0.00% | ↗ |
| 38 | 2020 | Fred J. (Jule) Smith, III President and Chief Executive Officer | 430.8K | 300.0K | 277.2K | — | — | 81.4K | 1.09M | 25.45% | ↗ |
| 39 | 2020 | Fred J. Smith, III Chief Operating Officer | 430.8K | 460.0K | — | — | — | 81.4K | 972.1K | 0.00% | ↗ |
| 40 | 2020 | John L. Harper Senior Vice President | 430.8K | 462.0K | — | — | — | 61.0K | 953.8K | 0.00% | ↗ |
| 41 | 2020 | R. Alan Palmer Executive Vice President and Chief Financial Officer | 344.0K | 572.0K | — | — | — | 37.7K | 953.7K | 0.00% | ↗ |
| 42 | 2019 | Charles E. Owens Former President and Chief Executive Officer | 547.0K | 1.05M | — | — | — | 32.2K | 1.63M | 0.00% | ↗ |
| 43 | 2019 | Charles E. Owens President and Chief Executive Officer | 547.0K | 874.0K | — | — | — | 32.2K | 1.45M | 0.00% | ↗ |
| 44 | 2019 | Fred J. (Jule) Smith, III President and Chief Executive Officer | 426.6K | 685.0K | — | — | — | 80.0K | 1.19M | 0.00% | ↗ |
| 45 | 2019 | F. Julius Smith, III Senior Vice President | 426.6K | 602.0K | — | — | — | 80.0K | 1.11M | 0.00% | ↗ |
| 46 | 2019 | Fred J. Smith, III Chief Operating Officer | 426.6K | 602.0K | — | — | — | 80.0K | 1.11M | 0.00% | ↗ |
| 47 | 2019 | R. Alan Palmer Executive Vice President and Chief Financial Officer | 336.3K | 550.0K | — | — | — | 34.4K | 920.7K | 0.00% | ↗ |
| 48 | 2019 | John L. Harper Senior Vice President | 426.6K | 410.0K | — | — | — | 51.9K | 888.5K | 0.00% | ↗ |
| 49 | 2018 | Charles E. Owens President and Chief Executive Officer | 450.0K | 1.07M | — | — | — | 33.0K | 1.56M | 0.00% | ↗ |
| 50 | 2018 | R. Alan Palmer Executive Vice President and Chief Financial Officer | 310.0K | 837.0K | 273.0K | — | — | 34.7K | 1.45M | 18.77% | ↗ |
| 51 | 2018 | F. Julius Smith, III Senior Vice President | 400.0K | 677.0K | — | — | — | 77.3K | 1.15M | 0.00% | ↗ |
| 52 | 2017 | F. Julius Smith, III Senior Vice President | 396.3K | 565.0K | — | 412.1K | — | 22.0K | 1.40M | 29.53% | ↗ |
| 53 | 2017 | Charles E. Owens President and Chief Executive Officer | 450.0K | 715.0K | — | — | — | 22.2K | 1.19M | 0.00% | ↗ |
| 54 | 2017 | R. Alan Palmer Executive Vice President and Chief Financial Officer | 307.7K | 360.0K | — | — | — | 24.2K | 691.9K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Fred J. Smith | President, Chief Executive Officer & Director | 4M | male |
| Gregory A. Hoffman | Senior Vice President & Chief Financial Officer | 2M | male |
| N. Nelson Fleming | Senior Vice President of Strategy and Business Development | 1M | male |
| Judson Ryan Brooks | Senior VP & General Counsel | 1M | male |
| Robert G. Baugnon | Senior Vice President of Personnel & Administration | 962.9K | male |
| Ned N. Fleming | Executive Chairman of the Board | — | male |
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Community Opinion for ROAD
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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