Rush Enterprises, Inc. (RUSHA)
New Braunfels, TX, US
Rush Enterprises, Inc. is a prominent provider of commercial vehicles and associated services throughout the United States. Operating a vast network of dealerships known as Rush Truck Centers, the company offers a diverse selection of new commercial vehicles from renowned manufacturers such as Peterbilt, International, Hino, Ford, Isuzu, IC Bus, and Blue Bird. Beyond new vehicle sales, Rush Enterprises facilitates the acquisition of pre-owned commercial vehicles, supplies a comprehensive range of aftermarket parts, and delivers essential services including maintenance and repair, financing solutions, and vehicle leasing and rental. To support its commercial clients further, the company extends various insurance options, such as property and casualty coverage – encompassing collision, liability, cargo, and credit life policies. Its service portfolio also covers specialized offerings like equipment and parts installation and repair, comprehensive paint and body shop services, thorough pre-delivery inspections for new vehicles, and truck modification capabilities, including natural gas fuel system integration. Moreover, Rush Enterprises performs body and chassis upfitting, component installation, and retails tires specifically designed for commercial use. It also offers both new and used trailers, and vehicle telematics products. Uniquely, the company manufactures its own compressed natural gas (CNG) fuel systems and their associated components for commercial vehicles. The diverse clientele spans regional and national commercial fleets, large corporations, governmental bodies at local and state levels, and independent owner-operators. Operating across numerous U.S. states, its extensive network includes locations in Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Kentucky, Missouri, Nevada, Nebraska, New Mexico, North Carolina, Ohio, Oklahoma, Pennsylvania, Tennessee, Texas, Utah, and Virginia. Founded in 1965, Rush Enterprises, Inc. maintains its corporate headquarters in New Braunfels, Texas.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.37% | +0.23% | -6.35% | -2.31% | +33.17% | +28.53% | +41.35% | +98.94% | +112.21% | +608.17% | +3,794.94% |
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 | 3 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
85.00
+11.2%
|
| Last Quarter | 2 |
86.50
+13.1%
|
| Last Year | 5 |
79.20
+3.6%
|
| All Time | 7 |
69.87
-8.6%
|
-
Revenue growth Auto - Dealerships: +9.1%-4.8% Q1'26: -9.0% (vs Q1'25)
-
EPS growth Auto - Dealerships: +17.3%-12.1% Q1'26: +5.5% (vs Q1'25)
-
FCF margin FCF growth · Auto - Dealerships: +64.5%+8.9% ★ Q1'26: +1.3% (vs Q1'25)
-
EBIT margin Auto - Dealerships: +4.6%+5.3% ★ Q1'26: +4.9% (vs Q1'25)
-
ROIC Auto - Dealerships: +6.5%+8.5% ★ Q1'26: +7.7% (vs Q1'25)
-
Share dilution Auto - Dealerships: +0.0%-1.3% ★ Q1'26: -3.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Auto - Dealerships: 2.06×2.40× Q1'26: 3.55× (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 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2000 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 2 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
399.40M
est: 386.22M (+3.4%)
|
612.80M
est: 504.33M (+21.5%)
|
808.36M
est: 707.40M (+14.3%)
|
897.43M
est: 1.28B (-30.1%)
|
1.09B
est: 794.43M (+37.8%)
|
1.86B
est: 1.53B (+21.6%)
|
2.35B
est: 2.20B (+7.0%)
|
2.03B
est: 1.85B (+9.9%)
|
1.65B
est: 1.78B (-7.2%)
|
1.24B
est: 1.00B (+23.4%)
|
1.50B
est: 1.13B (+32.8%)
|
2.58B
est: 2.25B (+14.6%)
|
3.09B
est: 3.05B (+1.3%)
|
3.38B
est: 3.65B (-7.4%)
|
4.73B
est: 4.04B (+17.1%)
|
4.98B
est: 5.08B (-2.1%)
|
4.21B
est: 4.23B (-0.4%)
|
4.71B
est: 4.70B (+0.3%)
|
5.51B
est: 5.31B (+3.7%)
|
5.81B
est: 5.95B (-2.3%)
|
4.74B
est: 4.68B (+1.2%)
|
5.13B
est: 5.04B (+1.8%)
|
7.10B
est: 7.04B (+0.9%)
|
7.93B
est: 7.77B (+1.9%)
|
7.80B
est: 7.65B (+2.0%)
|
7.43B
est: 7.39B (+0.6%)
|
7.72B
7.52B – 7.99B
+4.5% YoY
|
8.46B
7.94B – 8.93B
+9.6% YoY
|
8.71B
8.32B – 9.11B
+3.0% YoY
|
| EBITDA |
14.20M
est: 11.34M (+25.2%)
|
28.80M
est: 18.76M (+53.6%)
|
43.51M
est: 31.13M (+39.8%)
|
34.67M
est: 21.32M (+62.6%)
|
50.00M
est: 28.10M (+77.9%)
|
104.55M
est: 72.74M (+43.7%)
|
136.80M
est: 112.54M (+21.6%)
|
132.27M
est: 105.85M (+25.0%)
|
87.42M
est: 88.31M (-1.0%)
|
48.37M
est: 40.12M (+20.6%)
|
87.71M
est: 62.64M (+40.0%)
|
154.29M
est: 130.61M (+18.1%)
|
187.51M
est: 184.99M (+1.4%)
|
185.28M
est: 192.15M (-3.6%)
|
264.84M
est: 220.89M (+19.9%)
|
266.70M
est: 276.57M (-3.6%)
|
244.85M
est: 218.26M (+12.2%)
|
306.77M
est: 194.37M (+57.8%)
|
389.35M
est: 275.28M (+41.4%)
|
391.99M
est: 396.05M (-1.0%)
|
338.80M
est: 794.40M (-57.4%)
|
477.10M
est: 450.22M (+6.0%)
|
702.81M
est: 382.15M (+83.9%)
|
736.90M
est: 438.57M (+68.0%)
|
705.94M
est: 707.72M (-0.3%)
|
646.19M
est: 683.42M (-5.4%)
|
713.90M
695.37M – 739.28M
+4.5% YoY
|
782.53M
733.89M – 825.71M
+9.6% YoY
|
805.82M
769.65M – 842.74M
+3.0% YoY
|
| EBIT |
11.20M
est: 10.83M (+3.4%)
|
24.00M
est: 21.33M (+12.5%)
|
35.13M
est: 30.91M (+13.7%)
|
21.09M
est: 24.89M (-15.3%)
|
34.08M
est: 21.70M (+57.0%)
|
83.54M
est: 66.14M (+26.3%)
|
109.72M
est: 101.96M (+7.6%)
|
96.47M
est: 86.69M (+11.3%)
|
48.91M
est: 55.45M (-11.8%)
|
7.67M
est: 8.26M (-7.1%)
|
41.79M
est: 29.04M (+43.9%)
|
97.36M
est: 81.85M (+18.9%)
|
114.22M
est: 112.64M (+1.4%)
|
91.75M
est: 93.51M (-1.9%)
|
141.98M
est: 116.21M (+22.2%)
|
121.82M
est: 123.34M (-1.2%)
|
87.22M
est: 73.01M (+19.5%)
|
148.81M
est: 94.43M (+57.6%)
|
204.23M
est: 145.33M (+40.5%)
|
216.51M
est: 213.22M (+1.5%)
|
161.45M
est: 292.83M (-44.9%)
|
307.60M
est: 292.38M (+5.2%)
|
503.66M
est: 279.39M (+80.3%)
|
515.76M
est: 323.00M (+59.7%)
|
469.84M
est: 473.12M (-0.7%)
|
393.34M
est: 456.88M (-13.9%)
|
477.25M
464.87M – 494.22M
+4.5% YoY
|
523.14M
490.62M – 552.00M
+9.6% YoY
|
538.71M
514.52M – 563.39M
+3.0% YoY
|
| Net Income |
5.40M
est: 5.28M (+2.3%)
|
10.80M
est: 8.88M (+21.6%)
|
16.17M
est: 14.23M (+13.6%)
|
3.33M
est: 432.2K (+669.3%)
|
16.92M
est: 10.76M (+57.2%)
|
44.63M
est: 35.45M (+25.9%)
|
58.79M
est: 54.64M (+7.6%)
|
51.49M
est: 46.34M (+11.1%)
|
28.87M
est: 30.25M (-4.6%)
|
5.88M
est: 5.28M (+11.5%)
|
31.28M
est: 20.86M (+50.0%)
|
55.21M
est: 46.44M (+18.9%)
|
62.46M
est: 61.59M (+1.4%)
|
49.22M
est: 49.94M (-1.4%)
|
79.96M
est: 65.46M (+22.2%)
|
66.05M
est: 66.92M (-1.3%)
|
40.58M
est: 36.57M (+11.0%)
|
172.13M
est: 138.11M (+24.6%)
|
139.06M
est: 99.98M (+39.1%)
|
141.58M
est: 138.71M (+2.1%)
|
114.89M
est: 216.17M (-46.9%)
|
241.42M
est: 216.27M (+11.6%)
|
391.38M
est: 225.73M (+73.4%)
|
347.06M
est: 261.10M (+32.9%)
|
304.15M
est: 295.05M (+3.1%)
|
263.78M
est: 254.37M (+3.7%)
|
299.46M
281.98M – 317.29M
+17.7% YoY
|
367.56M
346.11M – 389.45M
+22.7% YoY
|
366.96M
345.55M – 388.82M
-0.2% YoY
|
| SGA |
50.60M
est: 48.89M (+3.5%)
|
75.80M
est: 62.04M (+22.2%)
|
93.50M
est: 81.25M (+15.1%)
|
123.85M
est: 184.00M (-32.7%)
|
141.95M
est: 88.94M (+59.6%)
|
188.67M
est: 146.34M (+28.9%)
|
230.06M
est: 212.65M (+8.2%)
|
240.66M
est: 216.43M (+11.2%)
|
228.06M
est: 242.36M (-5.9%)
|
199.50M
est: 157.27M (+26.8%)
|
227.47M
est: 154.51M (+47.2%)
|
306.27M
est: 262.26M (+16.8%)
|
361.73M
est: 356.72M (+1.4%)
|
450.34M
est: 477.60M (-5.7%)
|
573.67M
est: 475.66M (+20.6%)
|
619.27M
est: 645.05M (-4.0%)
|
587.78M
est: 539.61M (+8.9%)
|
631.05M
est: 395.94M (+59.4%)
|
705.23M
est: 496.41M (+42.1%)
|
753.75M
est: 760.81M (-0.9%)
|
665.26M
est: 1.71B (-61.2%)
|
731.34M
est: 675.09M (+8.3%)
|
927.84M
est: 578.19M (+60.5%)
|
1.02B
est: 662.17M (+54.3%)
|
995.59M
est: 1.02B (-2.0%)
|
996.18M
est: 981.12M (+1.5%)
|
1.02B
998.26M – 1.06B
+4.5% YoY
|
1.12B
1.05B – 1.19B
+9.6% YoY
|
1.16B
1.10B – 1.21B
+3.0% YoY
|
| EPS |
0.37
est: 0.25 (+48.0%)
|
0.73
est: 0.38 (+92.1%)
|
0.71
est: 0.62 (+14.5%)
|
0.21
est: 0.43 (-51.2%)
|
0.39
est: 0.32 (+23.8%)
|
0.55
est: 0.80 (-30.8%)
|
0.70
est: 1.35 (-48.1%)
|
0.60
est: 1.10 (-45.5%)
|
0.51
est: 0.94 (-45.7%)
|
0.07
est: 0.16 (-55.6%)
|
0.37
est: 0.31 (+19.4%)
|
0.65
est: 1.04 (-37.5%)
|
0.72
est: 1.54 (-53.2%)
|
0.56
est: 1.58 (-64.6%)
|
0.89
est: 1.42 (-37.3%)
|
0.73
est: 0.80 (-9.2%)
|
0.69
est: 0.50 (+39.0%)
|
1.93
est: 0.95 (+102.6%)
|
2.30
est: 1.56 (+47.8%)
|
2.59
est: 1.82 (+42.6%)
|
1.40
est: 1.24 (+12.8%)
|
2.88
est: 2.64 (+9.0%)
|
4.71
est: 4.24 (+11.0%)
|
4.28
est: 4.05 (+5.8%)
|
3.85
est: 3.66 (+5.3%)
|
3.37
est: 3.15 (+6.9%)
|
3.71
3.49 – 3.93
+17.7% YoY
|
4.55
4.29 – 4.82
+22.7% YoY
|
4.55
4.28 – 4.82
-0.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-19 | Stephens & Co. | Overweight | Overweight | Maintain |
| 2026-04-30 | Stephens & Co. | Overweight | Overweight | Maintain |
| 2026-04-29 | UBS | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 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 | W.M. “Rusty” Rush | 7.49M | 42.97% | 7.49M | — | 7.49M | — | IN | Texas | 2023-12-13 | ↗ |
| 2 | 3MR Partners, L.P. | 6.76M | 38.74% | 6.76M | — | 6.76M | — | PN | Texas | 2023-12-13 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 5.10M | 11.85% | — | 36.7K | 5.03M | 70.8K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 4 | (1) BlackRock, Inc. | 4.61M | 10.80% | 4.33M | — | 4.61M | — | HC | Delaware | 2022-09-08 | ↗ |
| 5 | Wellington Group Holdings LLP | 2.73M | 6.34% | — | 2.25M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 6 | Wellington Investment Advisors Holdings LLP | 2.73M | 6.34% | — | 2.25M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 7 | Wellington Management Group LLP | 2.73M | 6.34% | — | 2.25M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 8 | Wellington Management Company LLP | 2.63M | 6.10% | — | 2.23M | — | — | IA | Massachusetts | 2022-02-04 | ↗ |
| 9 | 52-0556948 | 2.45M | 5.60% | 783.6K | — | 2.45M | — | IA | Maryland | 2022-02-14 | ↗ |
| 10 | FMR LLC | 2.32M | 5.39% | 696.0K | — | 2.32M | — | HC | Delaware | 2022-02-09 | ↗ |
| 11 | JPMORGAN CHASE & CO.13-2624428 | 1.66M | 3.90% | 1.54M | — | 1.66M | — | HC | Delaware | 2020-11-09 | ↗ |
| 12 | Israel A. Englander | 1.17M | 1.90% | — | 1.17M | — | 1.17M | IN | Delaware | 2024-01-02 | ↗ |
| 13 | Millennium Group Management LLC | 1.17M | 1.90% | — | 1.17M | — | 1.17M | OO | Delaware | 2024-01-02 | ↗ |
| 14 | Millennium Management LLC | 1.17M | 1.90% | — | 1.17M | — | 1.17M | OO | Delaware | 2024-01-02 | ↗ |
| 15 | 30-0447847 | 991.9K | 8.00% | 980.4K | — | 991.9K | — | IA | Delaware | 2022-02-08 | ↗ |
| 16 | 95-4871957 | 891.6K | 11.00% | — | — | — | — | IA | Delaware | 2018-02-14 | ↗ |
| 17 | (. | 812.0K | 9.47% | 804.4K | — | 812.0K | — | IA | Delaware | 2018-02-09 | ↗ |
| 18 | 13G/A | 163.2K | 1.90% | — | 163.2K | — | 163.2K | IA, PN | Texas | 2018-02-14 | ↗ |
| 19 | Westfield Capital Management Company, LP | — | 0.00% | — | — | — | — | IA | Massachusetts | 2021-07-02 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 9.39M +219.0K (+2.4%) | 506.56M +16.1M (+3.3%) | 11.98% +0.368 pp | 0.01% +0.000 pp | USD52.94 +1.9% | 6 qtrs — |
| 2 | FMR LLC | 7.49M +1.8M (+30.6%) | 404.08M +97.4M (+31.8%) | 9.51% +2.249 pp | 0.02% +0.005 pp | USD44.23 +22.0% | 70 qtrs — |
| 3 | VANGUARD GROUP INC | 6.44M -36.2K (-0.6%) | 347.22M +1.1M (+0.3%) | 8.21% +0.016 pp | 0.01% 0.000 pp | USD31.09 +73.5% | 84 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.77M +29.4K (+0.8%) | 203.62M +3.3M (+1.7%) | 4.79% +0.050 pp | 0.04% 0.000 pp | USD25.98 +107.6% | 51 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 3.52M -647.1K (-15.5%) | 189.83M -32.9M (-14.8%) | 4.47% -0.807 pp | 0.03% -0.006 pp | USD33.67 +60.2% | 26 qtrs — |
| 6 | STATE STREET CORP | 2.33M +19.4K (+0.8%) | 125.53M +2.1M (+1.7%) | 2.97% +0.047 pp | 0.00% 0.000 pp | USD37.25 +44.8% | 51 qtrs — |
| 7 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.08M -714.1K (-25.6%) | 112.15M -37.2M (-24.9%) | 2.69% -0.844 pp | 0.07% -0.021 pp | USD37.65 +43.3% | 14 qtrs — |
| 8 | AMERICAN CENTURY COMPANIES INC | 1.61M +439.9K (+37.5%) | 87.02M +24.3M (+38.7%) | 2.06% +0.573 pp | 0.04% +0.012 pp | USD52.45 +2.8% | 36 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 1.61M +1.5K (+0.1%) | 86.92M +845.4K (+1.0%) | 2.06% +0.017 pp | 0.01% 0.000 pp | USD31.01 +73.9% | 78 qtrs — |
| 10 | JPMORGAN CHASE & CO | 1.31M -141.4K (-9.7%) | 70.71M -6.9M (-8.9%) | 1.66% -0.175 pp | 0.00% 0.000 pp | USD29.99 +79.9% | 51 qtrs — |
| 11 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 1.01M +173.1K (+20.6%) | 54.61M +9.7M (+21.7%) | 1.29% +0.223 pp | 3.33% +0.766 pp | USD44.93 +20.1% | 12 qtrs — |
| 12 | BECK MACK & OLIVER LLC | 983.9K +15.0K (+1.5%) | 53.07M +1.3M (+2.4%) | 1.25% +0.022 pp | 0.96% +0.022 pp | USD45.40 +18.8% | 11 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 956.0K +607.0K (+174.0%) | 51.57M +32.9M (+176.4%) | 1.22% +0.778 pp | 0.01% +0.004 pp | USD51.72 +4.3% | 38 qtrs — |
| 14 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 826.3K +40.3K (+5.1%) | 44.57M +2.5M (+6.1%) | 1.05% +0.059 pp | 0.13% +0.003 pp | USD43.82 +23.1% | 54 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 766.8K +17.3K (+2.3%) | 41.36M +1.3M (+3.2%) | 0.97% +0.025 pp | 0.01% +0.000 pp | USD32.88 +64.1% | 71 qtrs — |
| 16 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 761.1K -418.2K (-35.5%) | 41.05M -22.0M (-34.9%) | 0.97% -0.527 pp | 0.40% -0.172 pp | USD41.19 +31.0% | 24 qtrs — |
| 17 | MORGAN STANLEY | 734.9K +289.1K (+64.8%) | 39.64M +15.8M (+66.3%) | 0.94% +0.373 pp | 0.00% +0.001 pp | USD46.62 +15.7% | 50 qtrs — |
| 18 | COOKE & BIELER LP | 729.3K +335.0K (+85.0%) | 39.34M +18.3M (+86.6%) | 0.93% +0.427 pp | 0.41% +0.193 pp | USD41.31 +30.6% | 41 qtrs — |
| 19 | NORTHERN TRUST CORP | 724.4K -69.4K (-8.7%) | 39.07M -3.4M (-7.9%) | 0.92% -0.085 pp | 0.01% 0.000 pp | USD30.38 +77.6% | 51 qtrs — |
| 20 | DEUTSCHE BANK AG\ | 615.9K +2.7K (+0.4%) | 33.22M +431.5K (+1.3%) | 0.78% +0.006 pp | 0.01% 0.000 pp | USD33.62 +60.4% | 50 qtrs — |
| 21 | BANK OF NEW YORK MELLON CORP | 559.8K -615.0 (-0.1%) | 30.20M +230.3K (+0.8%) | 0.71% +0.001 pp | 0.01% 0.000 pp | USD34.90 +54.6% | 66 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 517.3K +28.7K (+5.9%) | 27.90M +1.8M (+6.8%) | 0.66% +0.041 pp | 0.00% +0.000 pp | USD39.42 +36.8% | 52 qtrs — |
| 23 | AMERIPRISE FINANCIAL INC | 517.3K -15.9K (-3.0%) | 27.90M -609.4K (-2.1%) | 0.66% -0.018 pp | 0.01% 0.000 pp | USD48.67 +10.8% | 37 qtrs — |
| 24 | PACER ADVISORS, INC. | 478.5K +478.5K (+100.0%) | 25.81M +25.8M (+100.0%) | 0.61% +0.611 pp | 0.07% +0.066 pp | USD53.94 +0.0% | 3 qtrs — |
| 25 | JENNISON ASSOCIATES LLC | 420.9K -189.5K (-31.0%) | 22.71M -9.9M (-30.4%) | 0.53% -0.239 pp | 0.01% -0.005 pp | USD53.34 +1.1% | 22 qtrs — |
| 26 | JANUS HENDERSON GROUP PLC | 393.9K -31.7K (-7.5%) | 21.24M -1.5M (-6.6%) | 0.50% -0.039 pp | 0.01% -0.001 pp | USD49.61 +8.7% | 17 qtrs — |
| 27 | SEGALL BRYANT & HAMILL, LLC | 391.3K -109.0K (-21.8%) | 21.11M -5.6M (-21.1%) | 0.50% -0.134 pp | 0.29% -0.071 pp | USD48.78 +10.6% | 8 qtrs — |
| 28 | MUHLENKAMP & CO INC | 375.5K +1.5K (+0.4%) | 20.26M +255.0K (+1.3%) | 0.48% +0.003 pp | 5.45% +0.011 pp | USD40.94 +31.8% | 11 qtrs — |
| 29 | GW&K INVESTMENT MANAGEMENT, LLC | 351.0K +24.8K (+7.6%) | 18.93M +1.5M (+8.5%) | 0.45% +0.033 pp | 0.16% +0.009 pp | USD40.35 +33.7% | 13 qtrs — |
| 30 | NEW SOUTH CAPITAL MANAGEMENT INC | 350.8K -14.0K (-3.8%) | 18.92M -581.6K (-3.0%) | 0.45% -0.017 pp | 0.87% -0.019 pp | USD24.31 +121.9% | 62 qtrs — |
| 31 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 346.0K +191.5K (+124.0%) | 18.66M +10.4M (+125.9%) | 0.44% +0.246 pp | 0.01% +0.006 pp | USD53.22 +1.4% | 3 qtrs — |
| 32 | MOTCO | 316.8K +— (+0.0%) | 17.09M +148.9K (+0.9%) | 0.40% +0.001 pp | 1.55% +0.002 pp | USD37.03 +45.7% | 13 qtrs — |
| 33 | PRIVATE MANAGEMENT GROUP INC | 296.6K -17.1K (-5.4%) | 16.00M -773.5K (-4.6%) | 0.38% -0.021 pp | 0.47% -0.034 pp | USD26.62 +102.6% | 44 qtrs — |
| 34 | INVESCO LTD. | 294.7K -73.4K (-19.9%) | 15.90M -3.8M (-19.2%) | 0.38% -0.090 pp | 0.00% -0.001 pp | USD46.54 +15.9% | 57 qtrs — |
| 35 | PRINCIPAL FINANCIAL GROUP INC | 289.6K -6.4K (-2.2%) | 15.62M -204.1K (-1.3%) | 0.37% -0.007 pp | 0.01% +0.000 pp | USD49.78 +8.4% | 20 qtrs — |
| 36 | EULAV ASSET MANAGEMENT | 276.1K +— (+0.0%) | 14.89M +129.8K (+0.9%) | 0.35% +0.001 pp | 0.40% +0.054 pp | USD48.20 +11.9% | 57 qtrs — |
| 37 | D. E. SHAW & CO., INC. | 267.8K +165.9K (+162.9%) | 14.45M +9.0M (+165.2%) | 0.34% +0.211 pp | 0.01% +0.005 pp | USD53.39 +1.0% | 3 qtrs — |
| 38 | UBS GROUP AG | 256.9K -40.6K (-13.6%) | 13.86M -2.1M (-12.9%) | 0.33% -0.049 pp | 0.00% 0.000 pp | USD52.81 +2.1% | 45 qtrs — |
| 39 | FORAGER CAPITAL MANAGEMENT, LLC | 239.8K +— (+0.0%) | 12.94M +112.7K (+0.9%) | 0.30% +0.001 pp | 5.86% +0.200 pp | USD43.42 +24.2% | 17 qtrs — |
| 40 | TWO SIGMA INVESTMENTS, LP | 235.9K +178.1K (+308.4%) | 12.72M +9.6M (+312.0%) | 0.30% +0.228 pp | 0.02% +0.013 pp | USD53.35 +1.1% | 15 qtrs — |
| 41 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 231.3K -762.3K (-76.7%) | 12.48M -40.7M (-76.5%) | 0.29% -0.965 pp | 0.03% -0.103 pp | USD52.69 +2.4% | 9 qtrs — |
| 42 | HARSPRING CAPITAL MANAGEMENT, LLC | 225.0K +— (+0.0%) | 12.14M +105.8K (+0.9%) | 0.29% +0.001 pp | 4.50% -0.104 pp | USD37.84 +42.5% | 13 qtrs — |
| 43 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 209.9K -29.1K (-12.2%) | 11.32M -1.5M (-11.4%) | 0.27% -0.035 pp | 0.04% -0.009 pp | USD51.40 +4.9% | 9 qtrs — |
| 44 | ALLIANZ ASSET MANAGEMENT GMBH | 193.0K -94.5K (-32.9%) | 10.41M -5.0M (-32.3%) | 0.25% -0.119 pp | 0.01% -0.007 pp | USD48.47 +11.3% | 35 qtrs — |
| 45 | NUVEEN, LLC | 192.4K -449.0 (-0.2%) | 10.38M +66.4K (+0.6%) | 0.25% +0.001 pp | 0.00% +0.000 pp | USD53.26 +1.3% | 4 qtrs — |
| 46 | CLEARBRIDGE INVESTMENTS, LLC | 191.7K -47.6K (-19.9%) | 10.34M -2.5M (-19.2%) | 0.24% -0.060 pp | 0.01% -0.001 pp | USD28.30 +90.6% | 38 qtrs — |
| 47 | QUBE RESEARCH & TECHNOLOGIES LTD | 180.3K -95.7K (-34.7%) | 9.73M -5.0M (-34.1%) | 0.23% -0.121 pp | 0.01% -0.005 pp | USD51.31 +5.1% | 7 qtrs — |
| 48 | RHUMBLINE ADVISERS | 170.1K -6.3K (-3.6%) | 9.18M -255.5K (-2.7%) | 0.22% -0.006 pp | 0.01% 0.000 pp | USD38.11 +41.5% | 55 qtrs — |
| 49 | UBS ASSET MANAGEMENT AMERICAS INC | 158.3K +17.5K (+12.5%) | 8.54M +1.0M (+13.4%) | 0.20% +0.023 pp | 0.00% +0.000 pp | USD45.45 +18.7% | 54 qtrs — |
| 50 | LEGAL & GENERAL GROUP PLC | 158.1K -3.4K (-2.1%) | 8.53M -105.8K (-1.2%) | 0.20% -0.004 pp | 0.00% +0.000 pp | USD42.67 +26.4% | 46 qtrs — |
| 51 | NATIXIS ADVISORS, L.P. | 154.0K -71.3K (-31.7%) | 8.31M -3.7M (-31.1%) | 0.20% -0.090 pp | 0.01% -0.006 pp | USD44.79 +20.4% | 24 qtrs — |
| 52 | DENALI ADVISORS LLC | 148.8K +13.5K (+10.0%) | 8.03M +792.6K (+11.0%) | 0.19% +0.018 pp | 0.89% +0.074 pp | USD36.01 +49.8% | 28 qtrs — |
| 53 | FIRST PACIFIC ADVISORS, LP | 148.1K -11.0K (-6.9%) | 7.99M -518.6K (-6.1%) | 0.19% -0.013 pp | 0.11% -0.012 pp | USD26.43 +104.1% | 42 qtrs — |
| 54 | LOOMIS SAYLES & CO L P | 139.8K +139.8K (+100.0%) | 7.54M +7.5M (+100.0%) | 0.18% +0.178 pp | 0.01% +0.009 pp | USD53.94 +0.0% | 1 qtrs NEW |
| 55 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 137.6K +120.8K (+719.0%) | 7.42M +6.5M (+726.2%) | 0.17% +0.153 pp | 0.03% +0.026 pp | USD53.88 +0.1% | 2 qtrs — |
| 56 | FIRST TRUST ADVISORS LP | 136.8K +2.3K (+1.7%) | 7.38M +188.1K (+2.6%) | 0.17% +0.004 pp | 0.01% +0.000 pp | USD45.41 +18.8% | 39 qtrs — |
| 57 | TWO SIGMA ADVISERS, LP | 134.5K +69.8K (+108.0%) | 7.25M +3.8M (+109.8%) | 0.17% +0.090 pp | 0.01% +0.007 pp | USD52.86 +2.0% | 37 qtrs — |
| 58 | LORD, ABBETT & CO. LLC | 134.4K -2.7K (-2.0%) | 7.25M -83.0K (-1.1%) | 0.17% -0.003 pp | 0.02% +0.000 pp | USD53.47 +0.9% | 2 qtrs — |
| 59 | TUDOR INVESTMENT CORP ET AL | 122.1K -107.4K (-46.8%) | 6.59M -5.7M (-46.3%) | 0.16% -0.136 pp | 0.01% -0.009 pp | USD52.54 +2.7% | 5 qtrs — |
| 60 | SWISS NATIONAL BANK | 120.8K +2.2K (+1.9%) | 6.51M +174.4K (+2.8%) | 0.15% +0.003 pp | 0.00% +0.000 pp | USD27.69 +94.8% | 51 qtrs — |
| 61 | VICTORY CAPITAL MANAGEMENT INC | 120.4K +27.2K (+29.2%) | 6.49M +1.5M (+30.4%) | 0.15% +0.036 pp | 0.00% +0.001 pp | USD45.51 +18.5% | 50 qtrs — |
| 62 | STATE OF WISCONSIN INVESTMENT BOARD | 119.7K +1.1K (+1.0%) | 6.46M +117.7K (+1.9%) | 0.15% +0.002 pp | 0.01% 0.000 pp | USD41.18 +31.0% | 16 qtrs — |
| 63 | ALGERT GLOBAL LLC | 117.3K +16.0K (+15.8%) | 6.33M +912.0K (+16.8%) | 0.15% +0.021 pp | 0.10% +0.008 pp | USD51.34 +5.1% | 20 qtrs — |
| 64 | BARCLAYS PLC | 115.7K +933.0 (+0.8%) | 6.24M +177.7K (+2.9%) | 0.15% +0.002 pp | 0.00% 0.000 pp | USD50.27 +7.3% | 51 qtrs — |
| 65 | NEO IVY CAPITAL MANAGEMENT | 114.9K +114.9K (+100.0%) | 6.20M +6.2M (+100.0%) | 0.15% +0.147 pp | 0.98% +0.979 pp | USD53.94 +0.0% | 1 qtrs NEW |
| 66 | 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 109.4K -20.7K (-15.9%) | 5.90M -1.1M (-15.1%) | 0.14% -0.026 pp | 0.97% -0.204 pp | USD40.30 +33.8% | 29 qtrs — |
| 67 | RUSSELL INVESTMENTS GROUP, LTD. | 102.5K +1.5K (+1.5%) | 5.53M +128.4K (+2.4%) | 0.13% +0.002 pp | 0.01% 0.000 pp | USD35.48 +52.0% | 37 qtrs — |
| 68 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 100.8K +— (+0.0%) | 5.44M +47.4K (+0.9%) | 0.13% +0.001 pp | 0.02% 0.000 pp | USD26.05 +107.1% | 51 qtrs — |
| 69 | MILLENNIUM MANAGEMENT LLC | 96.5K -444.4K (-82.2%) | 5.21M -23.7M (-82.0%) | 0.12% -0.562 pp | 0.00% -0.010 pp | USD51.42 +4.9% | 39 qtrs — |
| 70 | PEREGRINE CAPITAL MANAGEMENT LLC | 90.4K -4.5K (-4.7%) | 4.87M -197.9K (-3.9%) | 0.11% -0.005 pp | 0.15% -0.003 pp | USD27.39 +96.9% | 29 qtrs — |
| 71 | AQR CAPITAL MANAGEMENT LLC | 84.1K +42.8K (+103.4%) | 4.54M +2.3M (+105.2%) | 0.11% +0.054 pp | 0.00% +0.001 pp | USD47.05 +14.6% | 37 qtrs — |
| 72 | MARTINGALE ASSET MANAGEMENT L P | 84.0K +12.7K (+17.7%) | 4.53M +716.0K (+18.8%) | 0.11% +0.016 pp | 0.12% +0.019 pp | USD42.15 +28.0% | 36 qtrs — |
| 73 | SEI INVESTMENTS CO | 82.0K -13.8K (-14.4%) | 4.42M -698.8K (-13.6%) | 0.10% -0.017 pp | 0.00% -0.001 pp | USD36.39 +48.2% | 34 qtrs — |
| 74 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 78.9K -2.1K (-2.6%) | 4.27M -2.7K (-0.1%) | 0.10% -0.002 pp | 0.01% +0.000 pp | USD53.48 +0.9% | 17 qtrs — |
| 75 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 76.5K +12.2K (+19.0%) | 4.13M +688.0K (+20.0%) | 0.10% +0.016 pp | 0.02% +0.003 pp | USD50.76 +6.3% | 25 qtrs — |
| 76 | ROYCE & ASSOCIATES LP | 75.3K +1.1K (+1.5%) | 4.06M +94.0K (+2.4%) | 0.10% +0.002 pp | 0.04% +0.002 pp | USD53.07 +1.6% | 4 qtrs — |
| 77 | TREXQUANT INVESTMENT LP | 72.2K -62.5K (-46.4%) | 3.89M -3.3M (-45.9%) | 0.09% -0.079 pp | 0.03% -0.039 pp | USD53.41 +1.0% | 5 qtrs — |
| 78 | NEW YORK STATE COMMON RETIREMENT FUND | 71.4K -4.4K (-5.8%) | 3.85M -201.1K (-5.0%) | 0.09% -0.005 pp | 0.01% 0.000 pp | USD36.47 +47.9% | 44 qtrs — |
| 79 | ALLIANCEBERNSTEIN L.P. | 69.5K +3.2K (+4.8%) | 3.75M +202.0K (+5.7%) | 0.09% +0.005 pp | 0.00% +0.000 pp | USD33.43 +61.4% | 61 qtrs — |
| 80 | WELLS FARGO & COMPANY/MN | 68.4K +26.4K (+62.9%) | 3.69M +1.4M (+64.3%) | 0.09% +0.034 pp | 0.00% +0.000 pp | USD47.46 +13.7% | 57 qtrs — |
| 81 | RENAISSANCE TECHNOLOGIES LLC | 67.2K +16.4K (+32.3%) | 3.62M +908.5K (+33.4%) | 0.09% +0.021 pp | 0.01% +0.002 pp | USD51.10 +5.6% | 40 qtrs — |
| 82 | BNP PARIBAS ARBITRAGE, SNC | 67.2K -11.4K (-14.5%) | 3.62M -578.8K (-13.8%) | 0.09% -0.014 pp | 0.00% -0.001 pp | USD49.78 +8.4% | 46 qtrs — |
| 83 | PRUDENTIAL FINANCIAL INC | 65.9K -8.4K (-11.3%) | 3.55M -419.5K (-10.6%) | 0.08% -0.010 pp | 0.00% 0.000 pp | USD51.64 +4.5% | 40 qtrs — |
| 84 | GRANITE INVESTMENT PARTNERS, LLC | 64.1K -47.2K (-42.4%) | 3.46M -2.5M (-41.9%) | 0.08% -0.060 pp | 0.20% -0.133 pp | USD53.41 +1.0% | 4 qtrs — |
| 85 | JOHNSON INVESTMENT COUNSEL INC | 59.2K +— (+0.0%) | 3.19M +27.8K (+0.9%) | 0.08% +0.001 pp | 0.03% 0.000 pp | USD50.64 +6.5% | 9 qtrs — |
| 86 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 58.2K -28.8K (-33.1%) | 3.14M -1.6M (-33.1%) | 0.07% -0.036 pp | 0.01% -0.001 pp | USD45.80 +17.8% | 49 qtrs — |
| 87 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 57.3K -79.8K (-58.2%) | 3.10M -4.2M (-57.8%) | 0.07% -0.101 pp | 0.01% -0.007 pp | USD54.77 -1.5% | 5 qtrs — |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 57.2K -86.0 (-0.2%) | 3.09M +22.3K (+0.7%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD23.65 +128.1% | 52 qtrs — |
| 89 | BESSEMER GROUP INC | 56.8K +56.5K (+17,927.0%) | 3.06M +3.0M (+17,917.6%) | 0.07% +0.072 pp | 0.00% +0.005 pp | USD53.94 +0.0% | 6 qtrs — |
| 90 | PRICE T ROWE ASSOCIATES INC /MD/ | 56.0K +1.6K (+2.9%) | 3.02M +111.0K (+3.8%) | 0.07% +0.003 pp | 0.00% +0.000 pp | USD32.59 +65.5% | 24 qtrs — |
| 91 | GREAT LAKES ADVISORS, LLC | 54.8K +— (+0.0%) | 2.96M +25.8K (+0.9%) | 0.07% +0.001 pp | 0.02% 0.000 pp | USD51.50 +4.7% | 8 qtrs — |
| 92 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 49.7K -31.3K (-38.6%) | 2.68M -1.7M (-38.1%) | 0.06% -0.039 pp | 0.06% -0.036 pp | USD51.51 +4.7% | 3 qtrs — |
| 93 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 49.3K +— (+0.0%) | 2.66M +23.2K (+0.9%) | 0.06% +0.000 pp | 0.25% -0.031 pp | USD39.72 +35.8% | 17 qtrs — |
| 94 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 44.9K +1.8K (+4.2%) | 2.55M +408.2K (+19.1%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD52.08 +3.6% | 9 qtrs — |
| 95 | BRIDGES INVESTMENT MANAGEMENT INC | 46.2K +2.3K (+5.2%) | 2.49M +143.2K (+6.1%) | 0.06% +0.003 pp | 0.03% +0.002 pp | USD50.36 +7.1% | 7 qtrs — |
| 96 | CITADEL ADVISORS LLC | 42.2K +22.3K (+112.1%) | 2.28M +1.2M (+113.9%) | 0.05% +0.029 pp | 0.00% +0.000 pp | USD52.98 +1.8% | 20 qtrs — |
| 97 | GAMCO INVESTORS, INC. ET AL | 42.1K +355.0 (+0.9%) | 2.27M +38.8K (+1.7%) | 0.05% +0.001 pp | 0.02% +0.000 pp | USD29.08 +85.5% | 56 qtrs — |
| 98 | THRIVENT FINANCIAL FOR LUTHERANS | 41.7K -2.5K (-5.7%) | 2.25M -115.0K (-4.9%) | 0.05% -0.003 pp | 0.00% -0.001 pp | USD51.14 +5.5% | 9 qtrs — |
| 99 | WOODLINE PARTNERS LP | 39.5K -164.5K (-80.6%) | 2.13M -8.8M (-80.5%) | 0.05% -0.208 pp | 0.01% -0.043 pp | USD53.47 +0.9% | 2 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P SmallCap Industrials ETF PSCI | 1.49% | 2.75M | 0.29% |
| 2 | Texas Capital Texas Equity Index ETF TXS | 1.36% | 460.1K | 0.49% |
| 3 | Invesco S&P SmallCap Quality ETF XSHQ | 0.99% | 2.47M | 0.29% |
| 4 | Hartford Multifactor Small Cap ETF ROSC | 0.83% | 510.1K | 0.34% |
| 5 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.78% | 3.10M | 0.38% |
| 6 | Invesco S&P SmallCap Value with Momentum ETF XSVM | 0.67% | 4.42M | 0.37% |
| 7 | Avantis U.S. Small Cap Value ETF AVUV | 0.66% | 192.29M | 0.25% |
| 8 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.62% | 3.90M | 0.56% |
| 9 | Pacer US Small Cap Cash Cows ETF CALF | 0.60% | 21.49M | 0.59% |
| 10 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.55% | 283.7K | 0.35% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-19 | Mendoza Elaine | Director | A-Award | A | Class A Common Stock | 1,268 | 0.00 | — | 19,681 | D | ↗ |
| 2026-05-19 | Guglielmo Kennon | Director | A-Award | A | Class A Common Stock | 2,113 | 0.00 | — | 74,186 | D | ↗ |
| 2026-05-19 | Chess Raymond Joseph | Director | A-Award | A | Class A Common Stock | 1,585 | 0.00 | — | 42,756 | D | ↗ |
| 2026-05-19 | CLARKE TROY A | Director | A-Award | A | Class A Common Stock | 2,113 | 0.00 | — | 18,430 | D | ↗ |
| 2026-05-19 | CARY WILLIAM H | Director | A-Award | A | Class A Common Stock | 1,268 | 0.00 | — | 32,765 | D | ↗ |
| 2026-05-19 | Boerger Amy | Director | A-Award | A | Class A Common Stock | 1,268 | 0.00 | — | 6,997 | D | ↗ |
| 2026-05-19 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 2,113 | 0.00 | — | 324,180 | D | ↗ |
| 2026-04-30 | McRoberts Michael | Director | M-Exempt | A | Class A Common Stock | 8,000 | 15.06 | 120.5K | 24,229 | D | ↗ |
| 2026-04-01 | Lowe Corey | Officer | — | — | Option (right to buy) | 15,000 | 32.98 | 494.7K | 0 | D | ↗ |
| 2026-03-15 | Wilder Jason | Officer | F-InKind | D | Class B Common Stock | 2,479 | 59.69 | 148.0K | 95,494 | D | ↗ |
| 2026-03-15 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 9,182 | 59.69 | 548.1K | 830,389 | D | ↗ |
| 2026-03-15 | Pollard Jody | Officer | F-InKind | D | Class B Common Stock | 2,283 | 59.69 | 136.3K | 175,895 | D | ↗ |
| 2026-03-15 | McRoberts Michael | Director | F-InKind | D | Class B Common Stock | 7,643 | 59.69 | 456.2K | 85,298 | D | ↗ |
| 2026-03-15 | Keller Steven L | Officer | F-InKind | D | Class B Common Stock | 3,280 | 59.69 | 195.8K | 267,987 | D | ↗ |
| 2026-03-15 | Goldstone Michael L | Officer | F-InKind | D | Class B Common Stock | 971 | 59.69 | 58.0K | 74,069 | D | ↗ |
| 2026-03-14 | Wilder Jason | Officer | F-InKind | D | Class B Common Stock | 3,024 | 59.69 | 180.5K | 92,470 | D | ↗ |
| 2026-03-14 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 9,182 | 59.69 | 548.1K | 821,207 | D | ↗ |
| 2026-03-14 | Pollard Jody | Officer | F-InKind | D | Class B Common Stock | 2,283 | 59.69 | 136.3K | 173,612 | D | ↗ |
| 2026-03-14 | McRoberts Michael | Director | F-InKind | D | Class B Common Stock | 4,895 | 59.69 | 292.2K | 80,403 | D | ↗ |
| 2026-03-14 | Keller Steven L | Officer | F-InKind | D | Class B Common Stock | 3,281 | 59.69 | 195.8K | 264,706 | D | ↗ |
| 2026-03-14 | Goldstone Michael L | Officer | F-InKind | D | Class B Common Stock | 1,294 | 59.69 | 77.2K | 71,696 | D | ↗ |
| 2026-03-13 | Wilder Jason | Officer | A-Award | A | Class B Common Stock | 22,000 | 0.00 | — | 101,692 | D | ↗ |
| 2026-03-13 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Option (right to buy) | 35,000 | 61.75 | 2.16M | 35,000 | D | ↗ |
| 2026-03-13 | Pollard Jody | Officer | A-Award | A | Class B Common Stock | 17,400 | 0.00 | — | 181,602 | D | ↗ |
| 2026-03-13 | McRoberts Michael | Director | A-Award | A | Class B Common Stock | 4,188 | 0.00 | — | 100,449 | D | ↗ |
| 2026-03-13 | Keller Steven L | Officer | A-Award | A | Class B Common Stock | 25,000 | 0.00 | — | 275,596 | D | ↗ |
| 2026-03-13 | Goldstone Michael L | Officer | A-Award | A | Option (right to buy) | 9,000 | 61.75 | 555.8K | 9,000 | D | ↗ |
| 2026-03-10 | Chess Raymond Joseph | Director | S-Sale | D | Class A Common Stock | 10,000 | 65.05 | 650.5K | 41,171 | D | ↗ |
| 2026-02-19 | Pollard Jody | Officer | M-Exempt | A | Class A Common Stock | 11,250 | 15.06 | 169.4K | 14,635 | D | ↗ |
| 2026-02-19 | McRoberts Michael | Director | M-Exempt | A | Class A Common Stock | 8,000 | 15.06 | 120.5K | 24,229 | D | ↗ |
| 2026-02-19 | Goldstone Michael L | Officer | S-Sale | D | Class A Common Stock | 4,500 | 71.86 | 323.4K | 12,590 | D | ↗ |
| 2025-08-22 | Goldstone Michael L | Officer | M-Exempt | A | Class A Common Stock | 4,500 | 7.84 | 35.3K | 17,010 | D | ↗ |
| 2025-08-12 | Wilder Jason | Officer | S-Sale | D | Class B Common Stock | 4,980 | 55.55 | 276.7K | 79,692 | D | ↗ |
| 2025-08-04 | McRoberts Michael | Director | M-Exempt | A | Class A Common Stock | 6,000 | 7.84 | 47.0K | 21,771 | D | ↗ |
| 2025-05-20 | Mendoza Elaine | Director | A-Award | A | Class A Common Stock | 1,686 | 0.00 | — | 18,413 | D | ↗ |
| 2025-05-20 | Guglielmo Kennon | Director | A-Award | A | Class A Common Stock | 2,810 | 0.00 | — | 72,073 | D | ↗ |
| 2025-05-20 | Chess Raymond Joseph | Director | A-Award | A | Class A Common Stock | 2,107 | 0.00 | — | 51,171 | D | ↗ |
| 2025-05-20 | CLARKE TROY A | Director | A-Award | A | Class A Common Stock | 2,810 | 0.00 | — | 16,317 | D | ↗ |
| 2025-05-20 | CARY WILLIAM H | Director | A-Award | A | Class A Common Stock | 1,686 | 0.00 | — | 31,497 | D | ↗ |
| 2025-05-20 | Boerger Amy | Director | A-Award | A | Class A Common Stock | 1,967 | 0.00 | — | 5,729 | D | ↗ |
| 2025-05-20 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 2,107 | 0.00 | — | 322,067 | D | ↗ |
| 2025-05-19 | Wilder Jason | Officer | S-Sale | D | Class B Common Stock | 748 | 56.08 | 41.9K | 84,672 | D | ↗ |
| 2025-05-16 | Wilder Jason | Officer | S-Sale | D | Class B Common Stock | 483 | 56.39 | 27.2K | 85,420 | D | ↗ |
| 2025-05-16 | Goldstone Michael L | Officer | M-Exempt | D | Option (right to buy) | 4,500 | 7.84 | 35.3K | 4,500 | D | ↗ |
| 2025-03-15 | Wilder Jason | Officer | F-InKind | D | Class B Common Stock | 2,015 | 54.09 | 109.0K | 85,903 | D | ↗ |
| 2025-03-15 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 9,181 | 54.09 | 496.6K | 803,344 | D | ↗ |
| 2025-03-15 | Pollard Jody | Officer | F-InKind | D | Class B Common Stock | 3,029 | 54.09 | 163.8K | 169,907 | D | ↗ |
| 2025-03-15 | McRoberts Michael | Director | F-InKind | D | Class B Common Stock | 7,627 | 54.09 | 412.5K | 96,261 | D | ↗ |
| 2025-03-15 | Keller Steven L | Officer | F-InKind | D | Class B Common Stock | 3,279 | 54.09 | 177.4K | 250,596 | D | ↗ |
| 2025-03-15 | Goldstone Michael L | Officer | F-InKind | D | Class B Common Stock | 810 | 54.09 | 43.8K | 62,040 | D | ↗ |
| 2025-03-14 | Wilder Jason | Officer | A-Award | A | Option (right to buy) | 10,000 | 53.60 | 536.0K | 10,000 | D | ↗ |
| 2025-03-14 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Option (right to buy) | 35,000 | 53.60 | 1.88M | 35,000 | D | ↗ |
| 2025-03-14 | Pollard Jody | Officer | A-Award | A | Class B Common Stock | 17,400 | 0.00 | — | 172,936 | D | ↗ |
| 2025-03-14 | McRoberts Michael | Director | A-Award | A | Option (right to buy) | 10,000 | 53.60 | 536.0K | 10,000 | D | ↗ |
| 2025-03-14 | Keller Steven L | Officer | A-Award | A | Class B Common Stock | 25,000 | 0.00 | — | 261,545 | D | ↗ |
| 2025-03-14 | Goldstone Michael L | Officer | A-Award | A | Option (right to buy) | 8,000 | 53.60 | 428.8K | 8,000 | D | ↗ |
| 2025-03-07 | Mendoza Elaine | Director | G-Gift | D | Class A Common Stock | 1,100 | 0.00 | — | 16,727 | D | ↗ |
| 2025-02-27 | CARY WILLIAM H | Director | G-Gift | D | Class A Common Stock | 5,295 | 0.00 | — | 29,811 | D | ↗ |
| 2025-02-25 | Pollard Jody | Officer | M-Exempt | A | Class A Common Stock | 11,250 | 7.84 | 88.2K | 14,367 | D | ↗ |
| 2025-02-21 | McRoberts Michael | Director | G-Gift | D | Class B Common Stock | 800 | 0.00 | — | 183,434 | I | ↗ |
| 2025-02-20 | McRoberts Michael | Director | M-Exempt | D | Option (right to buy) | 4,000 | 7.84 | 31.4K | 6,000 | D | ↗ |
| 2024-11-06 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 78,750 | 63.98 | 5.04M | 174,155 | D | ↗ |
| 2024-11-06 | Keller Steven L | Officer | M-Exempt | A | Class A Common Stock | 29,250 | 7.84 | 229.3K | 112,615 | D | ↗ |
| 2024-11-04 | Keller Steven L | Officer | M-Exempt | A | Class A Common Stock | 14,625 | 12.04 | 176.1K | 97,990 | D | ↗ |
| 2024-08-23 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | S-Sale | D | Class A Common Stock | 40,000 | 53.81 | 2.15M | 174,155 | — | ↗ |
| 2024-08-20 | Wilder Jason | Officer | M-Exempt | A | Class A Common Stock | 4,500 | 32.98 | 148.4K | 5,034 | — | ↗ |
| 2024-08-09 | McRoberts Michael | Director / Officer | M-Exempt | A | Class A Common Stock | 10,500 | 12.04 | 126.4K | 25,720 | — | ↗ |
| 2024-08-08 | Goldstone Michael L | Officer | M-Exempt | A | Class A Common Stock | 7,875 | 12.04 | 94.8K | 20,113 | — | ↗ |
| 2024-06-06 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | J-Other | D | Class B Common Stock | 137,898 | 0.00 | — | 6,612,102 | — | ↗ |
| 2024-06-06 | 3MR Partners, L.P. | 10% Owner | J-Other | D | Class B Common Stock | 137,898 | 0.00 | — | 6,612,102 | — | ↗ |
| 2024-05-21 | Mendoza Elaine | Director | A-Award | A | Class A Common Stock | 1,938 | 0.00 | — | 17,827 | — | ↗ |
| 2024-05-21 | Guglielmo Kennon | Director | A-Award | A | Class A Common Stock | 3,230 | 0.00 | — | 69,263 | — | ↗ |
| 2024-05-21 | Chess Raymond Joseph | Director | A-Award | A | Class A Common Stock | 1,938 | 0.00 | — | 49,064 | — | ↗ |
| 2024-05-21 | CLARKE TROY A | Director | A-Award | A | Class A Common Stock | 3,230 | 0.00 | — | 13,507 | — | ↗ |
| 2024-05-21 | CARY WILLIAM H | Director | A-Award | A | Class A Common Stock | 1,938 | 0.00 | — | 35,106 | — | ↗ |
| 2024-05-21 | Boerger Amy | Director | A-Award | A | Class A Common Stock | 2,261 | 0.00 | — | 3,762 | — | ↗ |
| 2024-05-21 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 3,230 | 0.00 | — | 319,960 | — | ↗ |
| 2024-04-26 | Wilder Jason | Officer | M-Exempt | A | Class A Common Stock | 5,250 | 18.28 | 96.0K | 5,784 | — | ↗ |
| 2024-03-15 | Wilder Jason | Officer | A-Award | A | Class B Common Stock | 16,400 | 0.00 | — | 72,590 | — | ↗ |
| 2024-03-15 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 70,000 | 0.00 | — | 767,295 | — | ↗ |
| 2024-03-15 | Pollard Jody | Officer | A-Award | A | Class B Common Stock | 17,400 | 0.00 | — | 155,536 | — | ↗ |
| 2024-03-15 | McRoberts Michael | Director / Officer | F-InKind | D | Class B Common Stock | 6,178 | 50.64 | 312.9K | 234,345 | — | ↗ |
| 2024-03-15 | Keller Steven L | Officer | A-Award | A | Class B Common Stock | 25,000 | 0.00 | — | 236,545 | — | ↗ |
| 2024-03-15 | Goldstone Michael L | Officer | F-InKind | D | Class B Common Stock | 608 | 50.64 | 30.8K | 42,918 | — | ↗ |
| 2024-03-15 | Anderson Scott T | Officer | A-Award | A | Class B Common Stock | 19,250 | 0.00 | — | 172,858 | — | ↗ |
| 2024-03-08 | Wilder Jason | Officer | — | D | Option (right to buy) | 15,000 | 35.04 | 525.6K | 0 | — | ↗ |
| 2024-02-15 | Pollard Jody | Officer | M-Exempt | A | Class A Common Stock | 11,250 | 12.04 | 135.5K | 14,027 | — | ↗ |
| 2023-12-08 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | D | Option (right to buy) | 85,128 | 13.45 | 1.14M | 0 | — | ↗ |
| 2023-12-07 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 16,122 | 13.45 | 216.8K | 190,277 | — | ↗ |
| 2023-12-07 | Keller Steven L | Officer | M-Exempt | D | Option (right to buy) | 27,000 | 13.45 | 363.2K | 0 | — | ↗ |
| 2023-12-07 | CARY WILLIAM H | Director | G-Gift | D | Class A Common Stock | 5,000 | 0.00 | — | 33,168 | — | ↗ |
| 2023-12-05 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | S-Sale | D | Class B Common Stock | 1,500,000 | 43.56 | 65.34M | 743,809 | — | ↗ |
| 2023-10-23 | Boerger Amy | Director | A-Award | A | Class A Common Stock | 1,501 | 0.00 | — | 1,501 | — | ↗ |
| 2023-10-10 | Boerger Amy | Director | — | D | Class B Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-28 | Pollard Jody | Officer | S-Sale | D | Class A Common Stock | 2,135 | 63.77 | 136.1K | 1,600 | — | ↗ |
| 2023-07-27 | Goldstone Michael L | Officer | M-Exempt | A | Class A Common Stock | 3,250 | 20.18 | 65.6K | 11,207 | — | ↗ |
| 2023-05-30 | CARY WILLIAM H | Director | G-Gift | D | Class A Common Stock | 2,000 | 0.00 | — | 25,446 | — | ↗ |
| 2023-05-16 | Mendoza Elaine | Director | A-Award | A | Class A Common Stock | 1,920 | 0.00 | — | 10,593 | — | ↗ |
| 2023-05-16 | Guglielmo Kennon | Director | A-Award | A | Class A Common Stock | 2,744 | 0.00 | — | 44,022 | — | ↗ |
| 2023-05-16 | Chess Raymond Joseph | Director | A-Award | A | Class A Common Stock | 1,646 | 0.00 | — | 31,417 | — | ↗ |
| 2023-05-16 | CLARKE TROY A | Director | A-Award | A | Class A Common Stock | 2,744 | 0.00 | — | 6,851 | — | ↗ |
| 2023-05-16 | CARY WILLIAM H | Director | A-Award | A | Class A Common Stock | 1,646 | 0.00 | — | 27,446 | — | ↗ |
| 2023-05-16 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 2,744 | 0.00 | — | 211,154 | — | ↗ |
| 2023-03-15 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 5,682 | 55.55 | 315.6K | 1,421,749 | — | ↗ |
| 2023-03-15 | Pollard Jody | Officer | A-Award | A | Option (right to buy) | 10,000 | 52.56 | 525.6K | 10,000 | — | ↗ |
| 2023-03-15 | McRoberts Michael | Officer | A-Award | A | Option (right to buy) | 10,000 | 52.56 | 525.6K | 10,000 | — | ↗ |
| 2023-03-15 | Keller Steven L | Officer | A-Award | A | Option (right to buy) | 10,000 | 52.56 | 525.6K | 10,000 | — | ↗ |
| 2023-03-15 | Goldstone Michael L | Officer | A-Award | A | Option (right to buy) | 5,500 | 52.56 | 289.1K | 5,500 | — | ↗ |
| 2023-03-15 | Anderson Scott T | Officer | A-Award | A | Class B Common Stock | 15,400 | 0.00 | — | 107,934 | — | ↗ |
| 2023-03-13 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 7,914 | 55.04 | 435.6K | 1,432,707 | — | ↗ |
| 2023-03-13 | Pollard Jody | Officer | F-InKind | D | Class B Common Stock | 2,440 | 55.04 | 134.3K | 84,788 | — | ↗ |
| 2023-03-13 | McRoberts Michael | Officer | F-InKind | D | Class B Common Stock | 5,495 | 55.04 | 302.4K | 141,631 | — | ↗ |
| 2023-03-13 | Keller Steven L | Officer | F-InKind | D | Class B Common Stock | 1,827 | 55.04 | 100.6K | 130,092 | — | ↗ |
| 2023-03-13 | Goldstone Michael L | Officer | F-InKind | D | Class B Common Stock | 683 | 55.04 | 37.6K | 24,328 | — | ↗ |
| 2023-03-13 | Anderson Scott T | Officer | F-InKind | D | Class B Common Stock | 1,632 | 55.04 | 89.8K | 94,710 | — | ↗ |
| 2023-02-17 | Pollard Jody | Officer | M-Exempt | D | Option (right to buy) | 5,365 | 20.18 | 108.3K | 2,135 | — | ↗ |
| 2023-02-17 | McRoberts Michael | Officer | S-Sale | D | Class A Common Stock | 3,500 | 61.34 | 214.7K | 0 | — | ↗ |
| 2023-02-17 | Anderson Scott T | Officer | M-Exempt | D | Option (right to buy) | 4,999 | 28.66 | 143.3K | 4,999 | — | ↗ |
| 2022-12-05 | Keller Steven L | Officer | M-Exempt | A | Class A Common Stock | 15,000 | 17.13 | 257.0K | 69,660 | — | ↗ |
| 2022-11-14 | Pollard Jody | Officer | M-Exempt | D | Option (right to buy) | 7,500 | 0.00 | — | 0 | — | ↗ |
| 2022-10-24 | Pollard Jody | Officer | — | D | Option (right to buy) | 10,000 | 53.04 | 530.4K | — | — | ↗ |
| 2022-10-24 | Goldstone Michael L | Officer | — | D | Option (right to buy) | 5,500 | 53.04 | 291.7K | — | — | ↗ |
| 2022-10-20 | RUSH WILLIAM M RUSTY | Officer | W-Will | A | Class A Common Stock | 1,894 | 0.00 | — | 4,123 | — | ↗ |
| 2022-05-24 | McRoberts Michael | Officer | F-InKind | D | Class B Common Stock | 3,739 | 49.10 | 183.6K | 147,126 | — | ↗ |
| 2021-12-01 | Chess Raymond Joseph | Director | S-Sale | D | Class A Common Stock | 2,000 | 53.91 | 107.8K | 28,117 | — | ↗ |
| 2021-11-03 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 24,081 | 17.13 | 412.5K | 148,810 | — | ↗ |
| 2021-11-02 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 1,215 | 17.13 | 20.8K | 125,944 | — | ↗ |
| 2021-11-01 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 30,954 | 17.13 | 530.2K | 155,683 | — | ↗ |
| 2021-10-29 | Weaver Derrek | Officer | S-Sale | D | Class A Common Stock | 19,500 | 52.21 | 1.02M | 8,870 | — | ↗ |
| 2021-10-26 | Anderson Scott T | Officer | S-Sale | D | Class B Common Stock | 32,466 | 52.79 | 1.71M | 89,427 | — | ↗ |
| 2021-10-25 | CLARKE TROY A | Director | A-Award | A | Class A Common Stock | 1,350 | 0.00 | — | 1,350 | — | ↗ |
| 2021-10-25 | Anderson Scott T | Officer | S-Sale | D | Class B Common Stock | 9,000 | 53.17 | 478.5K | 121,893 | — | ↗ |
| 2021-10-22 | Anderson Scott T | Officer | M-Exempt | D | Option (right to buy) | 5,002 | 28.66 | 143.4K | 9,998 | — | ↗ |
| 2021-10-11 | CLARKE TROY A | Director | — | D | Class B Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-19 | Keller Steven L | Officer | F-InKind | D | Class B Common Stock | 5,831 | 42.40 | 247.2K | 132,660 | — | ↗ |
| 2021-05-18 | Mendoza Elaine | Director | A-Award | A | Class A Common Stock | 2,013 | 0.00 | — | 6,743 | — | ↗ |
| 2021-05-18 | Guglielmo Kennon | Director | A-Award | A | Class A Common Stock | 2,875 | 0.00 | — | 38,521 | — | ↗ |
| 2021-05-18 | Chess Raymond Joseph | Director | A-Award | A | Class A Common Stock | 1,725 | 0.00 | — | 30,117 | — | ↗ |
| 2021-05-18 | CARY WILLIAM H | Director | A-Award | A | Class A Common Stock | 2,013 | 0.00 | — | 24,146 | — | ↗ |
| 2021-05-18 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 2,875 | 0.00 | — | 205,653 | — | ↗ |
| 2021-03-16 | Weaver Derrek | Officer | A-Award | A | Class B Common Stock | 318 | 44.50 | 14.1K | 146,996 | — | ↗ |
| 2021-03-16 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 170 | 49.33 | 8.4K | 124,729 | — | ↗ |
| 2021-03-16 | McRoberts Michael | Officer | A-Award | A | Class B Common Stock | 33 | 44.50 | 1.4K | 144,179 | — | ↗ |
| 2021-03-16 | Keller Steven L | Officer | A-Award | A | Class A Common Stock | 23 | 49.33 | 1.1K | 55,951 | — | ↗ |
| 2021-03-16 | Anderson Scott T | Officer | A-Award | A | Class B Common Stock | 177 | 44.50 | 7.9K | 130,893 | — | ↗ |
| 2021-03-16 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 18 | 49.33 | 904.31 | 202,778 | — | ↗ |
| 2021-03-15 | Weaver Derrek | Officer | A-Award | A | Option (right to buy) | 10,000 | 49.47 | 494.7K | 10,000 | — | ↗ |
| 2021-03-15 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 65,000 | 0.00 | — | 720,296 | — | ↗ |
| 2021-03-15 | McRoberts Michael | Officer | A-Award | A | Option (right to buy) | 10,000 | 49.47 | 494.7K | 10,000 | — | ↗ |
| 2021-03-15 | Keller Steven L | Officer | A-Award | A | Option (right to buy) | 10,000 | 49.47 | 494.7K | 10,000 | — | ↗ |
| 2021-03-15 | Anderson Scott T | Officer | A-Award | A | Class B Common Stock | 13,400 | 0.00 | — | 130,716 | — | ↗ |
| 2021-03-13 | Weaver Derrek | Officer | F-InKind | D | Class B Common Stock | 1,826 | 44.59 | 81.4K | 134,964 | — | ↗ |
| 2021-03-13 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | F-InKind | D | Class B Common Stock | 9,547 | 44.59 | 425.7K | 678,610 | — | ↗ |
| 2021-03-13 | McRoberts Michael | Officer | F-InKind | D | Class B Common Stock | 3,984 | 44.59 | 177.6K | 127,764 | — | ↗ |
| 2021-03-13 | Keller Steven L | Officer | F-InKind | D | Class B Common Stock | 1,826 | 44.59 | 81.4K | 126,596 | — | ↗ |
| 2021-03-13 | Anderson Scott T | Officer | F-InKind | D | Class B Common Stock | 1,631 | 44.59 | 72.7K | 118,825 | — | ↗ |
| 2021-03-04 | Weaver Derrek | Officer | G-Gift | D | Class A Common Stock | 1,250 | 0.00 | — | 8,847 | — | ↗ |
| 2021-02-19 | McRoberts Michael | Officer | M-Exempt | D | Option (right to buy) | 6,000 | 0.00 | — | 12,000 | — | ↗ |
| 2020-12-10 | Weaver Derrek | Officer | A-Award | A | Class A Common Stock | 21 | 40.77 | 864.44 | 10,097 | — | ↗ |
| 2020-12-10 | Thor James E | Officer | A-Award | A | Class A Common Stock | 38 | 40.77 | 1.6K | 35,044 | — | ↗ |
| 2020-12-10 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 159 | 40.77 | 6.5K | 124,560 | — | ↗ |
| 2020-12-10 | McRoberts Michael | Officer | A-Award | A | Class B Common Stock | 30 | 36.92 | 1.1K | 131,748 | — | ↗ |
| 2020-12-10 | Keller Steven L | Officer | A-Award | A | Class A Common Stock | 21 | 40.77 | 864.44 | 55,928 | — | ↗ |
| 2020-12-10 | Anderson Scott T | Officer | A-Award | A | Class A Common Stock | 19 | 40.77 | 777.99 | 5,576 | — | ↗ |
| 2020-12-10 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 17 | 40.77 | 700.95 | 202,742 | — | ↗ |
| 2020-11-24 | Keller Steven L | Officer | M-Exempt | D | Option (right to buy) | 29,949 | 15.65 | 468.7K | 0 | — | ↗ |
| 2020-11-23 | Keller Steven L | Officer | M-Exempt | A | Class A Common Stock | 51 | 15.65 | 798.15 | 55,958 | — | ↗ |
| 2020-11-11 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 400 | 15.65 | 6.3K | 124,801 | — | ↗ |
| 2020-11-10 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 112,500 | 15.65 | 1.76M | 236,901 | — | ↗ |
| 2020-11-09 | Weaver Derrek | Officer | M-Exempt | A | Class A Common Stock | 13,001 | 11.76 | 152.9K | 23,077 | — | ↗ |
| 2020-09-10 | Weaver Derrek | Officer | A-Award | A | Class A Common Stock | 12 | 48.30 | 574.63 | 6,717 | — | ↗ |
| 2020-09-10 | Thor James E | Officer | A-Award | A | Class A Common Stock | 22 | 48.30 | 1.0K | 23,337 | — | ↗ |
| 2020-09-10 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 371 | 42.30 | 15.7K | 458,344 | — | ↗ |
| 2020-09-10 | McRoberts Michael | Officer | A-Award | A | Class B Common Stock | 18 | 42.30 | 745.24 | 87,788 | — | ↗ |
| 2020-09-10 | Keller Steven L | Officer | A-Award | A | Class A Common Stock | 12 | 48.30 | 574.63 | 37,271 | — | ↗ |
| 2020-09-10 | Anderson Scott T | Officer | A-Award | A | Class A Common Stock | 11 | 48.30 | 517.16 | 3,705 | — | ↗ |
| 2020-09-10 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 10 | 48.30 | 465.95 | 135,161 | — | ↗ |
| 2020-08-03 | Anderson Scott T | Officer | M-Exempt | A | Class A Common Stock | 3,334 | 33.89 | 113.0K | 7,028 | — | ↗ |
| 2020-07-30 | Anderson Scott T | Officer | S-Sale | D | Class A Common Stock | 8,428 | 48.48 | 408.6K | 3,694 | — | ↗ |
| 2020-07-27 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | A | Class A Common Stock | 33,500 | 18.74 | 627.8K | 116,345 | — | ↗ |
| 2020-07-24 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | M-Exempt | D | Option (right to buy) | 41,500 | 18.74 | 777.7K | 33,500 | — | ↗ |
| 2020-07-24 | McRoberts Michael | Officer | S-Sale | D | Class A Common Stock | 2,500 | 48.28 | 120.7K | 7,608 | — | ↗ |
| 2020-07-24 | Keller Steven L | Officer | M-Exempt | D | Option (right to buy) | 20,000 | 18.74 | 374.8K | 0 | — | ↗ |
| 2020-06-10 | Weaver Derrek | Officer | A-Award | A | Class B Common Stock | 186 | 36.22 | 6.7K | 90,823 | — | ↗ |
| 2020-06-10 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Class B Common Stock | 401 | 36.22 | 14.5K | 457,973 | — | ↗ |
| 2020-06-10 | McRoberts Michael | Officer | A-Award | A | Class B Common Stock | 19 | 36.22 | 689.53 | 87,770 | — | ↗ |
| 2020-06-10 | Anderson Scott T | Officer | A-Award | A | Class B Common Stock | 103 | 36.22 | 3.7K | 80,099 | — | ↗ |
| 2020-06-10 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 10 | 42.75 | 431.36 | 135,152 | — | ↗ |
| 2020-06-08 | Weaver Derrek | Officer | M-Exempt | A | Class A Common Stock | 10,000 | 25.70 | 257.0K | 16,693 | — | ↗ |
| 2020-06-05 | Thor James E | Officer | M-Exempt | D | Option (right to buy) | 12,000 | 30.27 | 363.2K | 0 | — | ↗ |
| 2020-05-12 | Underwood James C | Director | A-Award | A | Class A Common Stock | 3,490 | 0.00 | — | 32,220 | — | ↗ |
| 2020-05-12 | Mendoza Elaine | Director | A-Award | A | Class A Common Stock | 2,094 | 0.00 | — | 3,153 | — | ↗ |
| 2020-05-12 | Guglielmo Kennon | Director | A-Award | A | Class A Common Stock | 3,490 | 0.00 | — | 23,764 | — | ↗ |
| 2020-05-12 | Chess Raymond Joseph | Director | A-Award | A | Class A Common Stock | 2,094 | 0.00 | — | 18,928 | — | ↗ |
| 2020-05-12 | CARY WILLIAM H | Director | A-Award | A | Class A Common Stock | 2,094 | 0.00 | — | 14,755 | — | ↗ |
| 2020-05-12 | Akin Thomas A | Director | A-Award | A | Class A Common Stock | 3,490 | 0.00 | — | 135,142 | — | ↗ |
| 2020-03-17 | Weaver Derrek | Officer | A-Award | A | Class B Common Stock | 212 | 29.14 | 6.2K | 90,637 | — | ↗ |
| 2020-03-17 | Thor James E | Officer | A-Award | A | Class B Common Stock | 77 | 29.14 | 2.2K | 76,262 | — | ↗ |
| 2020-03-17 | RUSH WILLIAM M RUSTY | Director / Officer / 10% Owner | A-Award | A | Class A Common Stock | 124 | 32.04 | 4.0K | 82,751 | — | ↗ |
| 2020-03-17 | Keller Steven L | Officer | A-Award | A | Class B Common Stock | 113 | 29.14 | 3.3K | 85,297 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.76M | 3.51M | 3.79M | 665.4K | — | 501.7K | 10.22M | 43.54% | ↗ |
| 2 | 2025 | Steven L. Keller, Chief Financial Officer and Treasurer | 534.3K | 634.0K | 1.35M | 190.1K | — | 27.5K | 2.74M | 56.33% | ↗ |
| 3 | 2025 | Jason Wilder, Former Chief Operating Officer | 503.9K | 628.0K | 1.08M | 190.1K | — | 27.0K | 2.43M | 52.32% | ↗ |
| 4 | 2025 | Jody Pollard, Former Senior Vice President – Truck and Aftermarket Sales | 492.3K | 574.3K | 941.2K | 190.1K | — | 24.8K | 2.22M | 50.90% | ↗ |
| 5 | 2025 | Corey Lowe, Senior Vice President – Peterbilt Dealerships | 500.8K | 574.3K | 887.1K | 190.1K | — | 27.6K | 2.18M | 49.42% | ↗ |
| 6 | 2024 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.75M | 3.73M | 3.54M | 599.6K | — | 398.4K | 10.02M | 41.34% | ↗ |
| 7 | 2024 | −Michael J. McRoberts, Former Chief Operating Officer, Senior Advisor | 624.7K | 835.0K | 2.28M | 171.3K | — | 24.4K | 3.93M | 62.28% | ↗ |
| 8 | 2024 | Steven L. Keller, Chief Financial Officer and Treasurer | 529.9K | 674.0K | 1.27M | 171.3K | — | 32.8K | 2.67M | 53.75% | ↗ |
| 9 | 2024 | Jody Pollard, Senior Vice President – Truck and Aftermarket Sales | 488.5K | 611.0K | 881.1K | 171.3K | — | 24.4K | 2.18M | 48.36% | ↗ |
| 10 | 2024 | Jody Pollard, Former Senior Vice President – Truck and Aftermarket Sales | 488.5K | 611.0K | 881.1K | 171.3K | — | 24.4K | 2.18M | 48.36% | ↗ |
| 11 | 2024 | Jason Wilder, Former Chief Operating Officer | 470.1K | 668.0K | 830.5K | 171.3K | — | 28.1K | 2.17M | 46.21% | ↗ |
| 12 | 2024 | Jason Wilder, Chief Operating Officer | 470.1K | 668.0K | 830.5K | 171.3K | — | 28.1K | 2.17M | 46.21% | ↗ |
| 13 | 2023 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.71M | 3.93M | 3.89M | 620.6K | — | 535.3K | 10.68M | 42.20% | ↗ |
| 14 | 2023 | −Michael J. McRoberts, Former Chief Operating Officer, Senior Advisor | 611.2K | 2.08M | 1.67M | 177.3K | — | 22.2K | 4.56M | 40.47% | ↗ |
| 15 | 2023 | Michael J. McRoberts, Chief Operating Officer and Director | 611.2K | 2.08M | 1.67M | 177.3K | — | 22.2K | 4.56M | 40.47% | ↗ |
| 16 | 2023 | Scott Anderson, Former Senior Vice President – Finance, Insurance and Leasing | 467.0K | 1.71M | 855.4K | 177.3K | — | 30.4K | 3.24M | 31.84% | ↗ |
| 17 | 2023 | Steven L. Keller, Chief Financial Officer and Treasurer | 518.8K | 709.0K | 1.22M | 177.3K | — | 26.9K | 2.65M | 52.72% | ↗ |
| 18 | 2023 | Jason Wilder, Chief Operating Officer | 428.6K | 703.0K | 910.9K | 177.3K | — | 27.7K | 2.25M | 48.42% | ↗ |
| 19 | 2023 | Jason Wilder, Former Chief Operating Officer | 428.6K | 703.0K | 910.9K | 177.3K | — | 27.7K | 2.25M | 48.42% | ↗ |
| 20 | 2023 | Jason Wilder, Senior Vice President – Navistar Dealerships | 428.6K | 703.0K | 910.9K | 177.3K | — | 27.7K | 2.25M | 48.42% | ↗ |
| 21 | 2022 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.67M | 4.05M | 3.49M | 588.4K | — | 513.0K | 10.32M | 39.55% | ↗ |
| 22 | 2022 | Michael J. McRoberts, Chief Operating Officer and Director | 597.8K | 905.0K | 1.25M | 168.1K | — | 34.0K | 2.95M | 47.95% | ↗ |
| 23 | 2022 | −Michael J. McRoberts, Former Chief Operating Officer, Senior Advisor | 597.8K | 905.0K | 1.25M | 168.1K | — | 34.0K | 2.95M | 47.95% | ↗ |
| 24 | 2022 | Michael J. McRoberts, Chief Operating Officer | 597.8K | 905.0K | 1.25M | 168.1K | — | 34.0K | 2.95M | 47.95% | ↗ |
| 25 | 2022 | Jody Pollard, Senior Vice President – Vehicle and Aftermarket Sales | 467.5K | 663.0K | 768.5K | 168.1K | — | 23.6K | 2.09M | 44.80% | ↗ |
| 26 | 2022 | Jody Pollard, Senior Vice President – Truck and Aftermarket Sales | 467.5K | 663.0K | 768.5K | 168.1K | — | 23.6K | 2.09M | 44.80% | ↗ |
| 27 | 2022 | Scott Anderson, Former Senior Vice President – Finance, Insurance and Leasing | 456.7K | 735.0K | 668.7K | 168.1K | — | 21.9K | 2.05M | 40.81% | ↗ |
| 28 | 2022 | Scott Anderson, Senior Vice President – Finance, Insurance and Leasing | 456.7K | 735.0K | 668.7K | 168.1K | — | 21.9K | 2.05M | 40.81% | ↗ |
| 29 | 2022 | Steven L. Keller, Chief Financial Officer and Treasurer | 507.4K | 730.0K | 848.3K | 168.1K | — | 21.5K | 1.86M | 54.69% | ↗ |
| 30 | 2021 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.51M | 3.08M | 2.90M | 517.0K | — | 462.5K | 8.47M | 40.33% | ↗ |
| 31 | 2021 | Michael J. McRoberts, Chief Operating Officer and Director | 568.3K | 696.1K | 1.03M | 147.7K | — | 27.1K | 2.46M | 47.60% | ↗ |
| 32 | 2021 | Michael J. McRoberts, Chief Operating Officer | 568.3K | 696.1K | 1.03M | 147.7K | — | 27.1K | 2.46M | 47.60% | ↗ |
| 33 | 2021 | Derrek Weaver, Executive Vice President | 482.3K | 539.6K | 668.9K | 147.7K | — | 21.4K | 1.86M | 43.90% | ↗ |
| 34 | 2021 | Steven L. Keller, Chief Financial Officer and Treasurer | 482.3K | 539.6K | 668.9K | 147.7K | — | 20.1K | 1.86M | 43.93% | ↗ |
| 35 | 2021 | Scott Anderson, Senior Vice President – Finance, Insurance and Leasing | 434.2K | 570.0K | 597.5K | 147.7K | — | 19.9K | 1.77M | 42.12% | ↗ |
| 36 | 2021 | Scott Anderson, Former Senior Vice President – Finance, Insurance and Leasing | 434.2K | 570.0K | 597.5K | 147.7K | — | 19.9K | 1.77M | 42.12% | ↗ |
| 37 | 2021 | Scott Anderson, Senior Vice President – Finance Insurance and Leasing | 434.2K | 570.0K | 597.5K | 147.7K | — | 18.9K | 1.77M | 42.14% | ↗ |
| 38 | 2020 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.28M | 2.20M | 2.13M | 333.9K | — | 262.5K | 6.21M | 39.77% | ↗ |
| 39 | 2020 | Michael J. McRoberts, Chief Operating Officer | 528.1K | 497.2K | 755.2K | 95.4K | — | 20.7K | 1.90M | 44.85% | ↗ |
| 40 | 2020 | Steven L. Keller, Chief Financial Officer and Treasurer | 448.3K | 385.4K | 492.5K | 95.4K | — | 27.4K | 1.45M | 40.57% | ↗ |
| 41 | 2020 | Derrek Weaver, Executive Vice President | 448.3K | 385.4K | 492.5K | 95.4K | — | 22.2K | 1.44M | 40.72% | ↗ |
| 42 | 2020 | James E. Thor, Senior Vice President – Truck Sales and Marketing | 418.6K | 363.4K | 440.0K | 95.4K | — | 27.7K | 1.35M | 39.80% | ↗ |
| 43 | 2019 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.55M | 2.20M | 2.46M | 439.6K | — | 516.6K | 7.17M | 40.50% | ↗ |
| 44 | 2019 | Michael J. McRoberts, Chief Operating Officer | 553.5K | 565.0K | 727.2K | 125.6K | — | 20.7K | 1.99M | 42.81% | ↗ |
| 45 | 2019 | Derrek Weaver, Executive Vice President | 469.8K | 438.0K | 565.6K | 125.6K | — | 21.4K | 1.62M | 42.66% | ↗ |
| 46 | 2019 | Steven L. Keller, Chief Financial Officer and Treasurer | 469.8K | 438.0K | 565.6K | 125.6K | — | 18.0K | 1.62M | 42.75% | ↗ |
| 47 | 2019 | James E. Thor, Senior Vice President – Truck Sales and Marketing | 438.7K | 413.0K | 501.0K | 125.6K | — | 20.7K | 1.50M | 41.80% | ↗ |
| 48 | 2018 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.55M | 2.50M | 2.33M | 541.1K | — | 387.5K | 7.31M | 39.25% | ↗ |
| 49 | 2018 | Michael J. McRoberts, Chief Operating Officer | 553.5K | 565.0K | 606.9K | 154.6K | — | 21.5K | 1.90M | 40.05% | ↗ |
| 50 | 2018 | Derrek Weaver, Executive Vice President | 469.8K | 438.0K | 526.0K | 154.6K | — | 26.2K | 1.62M | 42.00% | ↗ |
| 51 | 2018 | Steven L. Keller, Chief Financial Officer and Treasurer | 469.8K | 438.0K | 526.0K | 154.6K | — | 17.8K | 1.61M | 42.37% | ↗ |
| 52 | 2018 | James E. Thor, Senior Vice President – Truck Sales and Marketing | 438.7K | 413.0K | 501.7K | 154.6K | — | 23.9K | 1.53M | 42.84% | ↗ |
| 53 | 2017 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.47M | 2.00M | 1.73M | 431.6K | — | 377.8K | 6.01M | 35.89% | ↗ |
| 54 | 2017 | Michael J. McRoberts, Chief Operating Officer | 526.2K | 451.0K | 451.7K | 123.3K | — | 26.7K | 1.58M | 36.42% | ↗ |
| 55 | 2017 | Derrek Weaver, Executive Vice President | 436.8K | 351.0K | 389.0K | 123.3K | — | 23.0K | 1.32M | 38.72% | ↗ |
| 56 | 2017 | Steven L. Keller, Chief Financial Officer and Treasurer | 420.3K | 351.0K | 389.0K | 123.3K | — | 28.2K | 1.31M | 39.05% | ↗ |
| 57 | 2017 | James E. Thor, Senior Vice President – Truck Sales and Marketing | 417.1K | 331.0K | 389.0K | 123.3K | — | 22.0K | 1.28M | 39.95% | ↗ |
| 58 | 2016 | W.M. "Rusty" Rush, President and Chief Executive Officer | 1.44M | 1.32M | 966.4K | 228.8K | — | 254.2K | 4.21M | 28.40% | ↗ |
| 59 | 2016 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.44M | 1.32M | 966.4K | 228.8K | — | 254.2K | 4.21M | 28.40% | ↗ |
| 60 | 2016 | Michael J. McRoberts, Chief Operations Officer | 456.5K | 285.0K | 182.7K | 85.0K | — | 303.3K | 1.02M | 26.13% | ↗ |
| 61 | 2016 | Michael J. McRoberts, Chief Operating Officer | 456.5K | 285.0K | 182.7K | 85.0K | — | 15.4K | 1.02M | 26.13% | ↗ |
| 62 | 2016 | Martin A. Naegelin, Jr., Senior Vice President | 505.8K | 212.0K | 182.7K | 85.0K | — | 22.4K | 1.00M | 26.66% | ↗ |
| 63 | 2016 | James E. Thor, Senior Vice President – Retail Sales and Marketing | 406.2K | 212.0K | 182.7K | 85.0K | — | — | 908.4K | 29.47% | ↗ |
| 64 | 2016 | James E. Thor, Senior Vice President – Truck Sales and Marketing | 406.2K | 212.0K | 182.7K | 85.0K | — | 22.4K | 908.4K | 29.47% | ↗ |
| 65 | 2016 | Derrek Weaver, Executive Vice President | 395.6K | 212.5K | 182.7K | 85.0K | — | 21.1K | 896.9K | 29.85% | ↗ |
| 66 | 2016 | Steven L. Keller, Chief Financial Officer and Treasurer | 395.6K | 212.0K | 182.7K | 85.0K | — | 18.7K | 894.0K | 29.95% | ↗ |
| 67 | 2015 | W.M. "Rusty" Rush, President and Chief Executive Officer | 1.34M | 1.65M | 1.35M | 394.4K | — | — | 4.94M | 35.33% | ↗ |
| 68 | 2015 | W.M. “Rusty” Rush, President and Chief Executive Officer | 1.34M | 1.65M | 1.35M | 394.4K | — | 206.0K | 4.94M | 35.33% | ↗ |
| 69 | 2015 | Michael J. McRoberts, Chief Operations Officer | 400.2K | 300.0K | 255.6K | 146.5K | — | 15.4K | 1.12M | 35.80% | ↗ |
| 70 | 2015 | Michael J. McRoberts, Senior Vice President – Dealer Operations | 400.2K | 300.0K | 255.6K | 146.5K | — | 21.0K | 1.12M | 35.80% | ↗ |
| 71 | 2015 | Michael J. McRoberts, Chief Operating Officer | 400.2K | 300.0K | 255.6K | 146.5K | — | 21.0K | 1.12M | 35.80% | ↗ |
| 72 | 2015 | James E. Thor, Senior Vice President – Truck Sales and Marketing | 379.4K | 265.0K | 255.6K | 146.5K | — | 22.9K | 1.07M | 37.60% | ↗ |
| 73 | 2015 | James E. Thor, Senior Vice President – Retail Sales and Marketing | 379.4K | 265.0K | 255.6K | 146.5K | — | 30.9K | 1.07M | 37.60% | ↗ |
| 74 | 2015 | Steven L. Keller, Senior Vice President, Chief Financial Officer and Treasurer | 369.5K | 265.0K | 255.6K | 146.5K | — | 30.9K | 1.07M | 37.67% | ↗ |
| 75 | 2015 | Steven L. Keller, Chief Financial Officer and Treasurer | 369.5K | 265.0K | 255.6K | 146.5K | — | 30.9K | 1.07M | 37.67% | ↗ |
| 76 | 2015 | Derrek Weaver, Executive Vice President | 369.5K | 265.3K | 255.6K | 146.5K | — | 25.8K | 1.06M | 37.84% | ↗ |
| 77 | 2015 | Derrek Weaver, Senior Vice President, General Counsel and Corporate Secretary | 369.5K | 265.3K | 255.6K | 146.5K | — | 25.8K | 1.06M | 37.84% | ↗ |
| 78 | 2015 | Martin A. Naegelin, Jr., Senior Vice President | 475.1K | — | 295.0K | 169.0K | — | — | 964.4K | 48.11% | ↗ |
| 79 | 2014 | W.M. "Rusty" Rush, President and Chief Executive Officer | 1.26M | 1.90M | 927.4K | 713.7K | — | 206.0K | 5.10M | 32.18% | ↗ |
| 80 | 2014 | Martin A. Naegelin, Jr., Executive Vice President | 459.8K | 338.0K | 309.1K | 237.9K | — | 28.4K | 1.37M | 39.84% | ↗ |
| 81 | 2014 | Martin A. Naegelin, Jr., Senior Vice President | 459.8K | 338.0K | 309.1K | 237.9K | — | 22.9K | 1.37M | 39.84% | ↗ |
| 82 | 2014 | Michael J. McRoberts, Chief Operations Officer | 386.1K | 343.0K | 247.3K | 190.3K | — | — | 1.20M | 36.43% | ↗ |
| 83 | 2014 | Michael J. McRoberts Senior Vice President – Dealer Operations | 386.1K | 343.0K | 247.3K | 190.3K | — | 34.4K | 1.20M | 36.43% | ↗ |
| 84 | 2014 | Michael J. McRoberts, Senior Vice President – Dealer Operations | 386.1K | 343.0K | 247.3K | 190.3K | — | 34.4K | 1.20M | 36.43% | ↗ |
| 85 | 2014 | David C. Orf Senior Vice President – Fleets and Specialized Equipment | 382.8K | 305.0K | 262.2K | 201.8K | — | 26.8K | 1.18M | 39.37% | ↗ |
| 86 | 2014 | Steven L. Keller, Chief Financial Officer and Treasurer | 356.4K | 301.0K | 247.3K | 190.3K | — | 18.7K | 1.13M | 38.88% | ↗ |
| 87 | 2014 | Steven L. Keller, Senior Vice President, Chief Financial Officer and Treasurer | 356.4K | 301.0K | 247.3K | 190.3K | — | 30.6K | 1.13M | 38.88% | ↗ |
| 88 | 2014 | James E. Thor, Senior Vice President – Retail Sales and Marketing | — | — | — | — | — | 30.6K | 30.6K | 0.00% | ↗ |
| 89 | 2013 | W.M. "Rusty" Rush, President and Chief Executive Officer | 1.10M | 1.30M | 652.5K | 475.7K | — | 199.8K | 3.94M | 28.64% | ↗ |
| 90 | 2013 | Michael J. McRoberts Senior Vice President – Dealer Operations | 357.9K | 495.0K | 391.5K | 126.9K | — | 17.0K | 1.39M | 37.34% | ↗ |
| 91 | 2013 | Michael J. McRoberts, Senior Vice President – Dealer Operations | 357.9K | 495.0K | 391.5K | 126.9K | — | 17.0K | 1.39M | 37.34% | ↗ |
| 92 | 2013 | Martin A. Naegelin, Jr., Executive Vice President | 431.7K | 260.0K | 261.0K | 190.3K | — | 32.3K | 1.18M | 38.40% | ↗ |
| 93 | 2013 | David C. Orf Senior Vice President – Fleets and Specialized Equipment | 359.6K | 225.0K | 186.6K | 136.1K | — | 26.8K | 934.1K | 34.54% | ↗ |
| 94 | 2013 | Steven L. Keller, Senior Vice President, Chief Financial Officer and Treasurer | 334.8K | 250.0K | 174.0K | 126.9K | — | 31.0K | 916.6K | 32.82% | ↗ |
| 95 | 2012 | W.M. "Rusty" Rush, President and Chief Executive Officer | 1.10M | 1.50M | 352.2K | 821.6K | — | 164.9K | 3.94M | 29.80% | ↗ |
| 96 | 2012 | W. Marvin Rush., Chairman | 1.00M | 430.0K | 774.8K | — | — | 26.1K | 2.46M | 31.54% | ↗ |
| 97 | 2012 | Martin A. Naegelin, Jr., Executive Vice President | 417.6K | 274.0K | 140.9K | 328.6K | — | 34.5K | 1.20M | 39.27% | ↗ |
| 98 | 2012 | David C. Orf Senior Vice President – Fleets and Specialized Equipment | 348.0K | 238.0K | 100.7K | 235.0K | — | 24.8K | 946.5K | 35.47% | ↗ |
| 99 | 2012 | David C. Orf Senior Vice President – Marketing, Fleets and Specialized Equipment | 348.0K | 238.0K | 100.7K | 235.0K | — | 34.5K | 946.5K | 35.47% | ↗ |
| 100 | 2012 | Steven L. Keller, Senior Vice President, Chief Financial Officer and Treasurer | 324.0K | 225.0K | 93.9K | 219.1K | — | 26.3K | 888.3K | 35.24% | ↗ |
| 101 | 2011 | W.M. “Rusty” Rush, President and Chief Executive Officer | 900.0K | 1.00M | 281.1K | 651.3K | — | 167.7K | 3.00M | 31.08% | ↗ |
| 102 | 2011 | W.M. "Rusty" Rush, President and Chief Executive Officer | 900.0K | 1.00M | 281.1K | 651.3K | — | — | 3.00M | 31.08% | ↗ |
| 103 | 2011 | W. Marvin Rush, Chairman | 1.00M | 430.0K | 224.9K | 521.0K | — | 386.2K | 2.56M | 29.11% | ↗ |
| 104 | 2011 | W. Marvin Rush., Chairman | 1.00M | 430.0K | 224.9K | 521.0K | — | 16.8K | 2.56M | 29.11% | ↗ |
| 105 | 2011 | Martin A. Naegelin, Jr., Executive Vice President | 392.2K | 249.0K | 112.4K | 260.5K | — | 386.2K | 1.04M | 35.92% | ↗ |
| 106 | 2011 | David C. Orf Senior Vice President – Marketing, Fleets and Specialized Equipment | 326.3K | 216.0K | 80.4K | 186.3K | — | — | 831.5K | 32.07% | ↗ |
| 107 | 2011 | Steven L. Keller, Senior Vice President, Chief Financial Officer and Treasurer | 295.3K | 192.0K | 75.0K | 173.7K | — | 26.3K | 762.0K | 32.63% | ↗ |
| 108 | 2010 | W.M. "Rusty" Rush, President and Chief Executive Officer | 656.0K | 625.0K | 187.5K | 435.0K | — | 167.7K | 2.08M | 29.88% | ↗ |
| 109 | 2010 | W.M. “Rusty” Rush, President and Chief Executive Officer | 656.0K | 625.0K | 187.5K | 435.0K | — | 179.7K | 2.08M | 29.88% | ↗ |
| 110 | 2010 | W. Marvin Rush., Chairman | 933.3K | 307.0K | 150.0K | 348.0K | — | 251.8K | 2.04M | 24.44% | ↗ |
| 111 | 2010 | W. Marvin Rush, Chairman | 933.3K | 307.0K | 150.0K | 348.0K | — | 299.6K | 2.04M | 24.44% | ↗ |
| 112 | 2010 | Martin A. Naegelin, Jr., Executive Vice President | 379.5K | 177.6K | 75.0K | 174.0K | — | 299.6K | 822.8K | 30.26% | ↗ |
| 113 | 2010 | David C. Orf Senior Vice President – Marketing, Fleets and Specialized Equipment | 315.5K | 154.0K | 53.6K | 124.4K | — | 24.2K | 662.8K | 26.86% | ↗ |
| 114 | 2010 | Steven L. Keller, Senior Vice President, Chief Financial Officer and Treasurer | 248.0K | 137.0K | 45.0K | 104.4K | — | — | 551.2K | 27.10% | ↗ |
| 115 | 2009 | W. Marvin Rush, Chairman | 900.0K | 307.0K | 92.0K | 195.0K | — | 305.5K | 1.80M | 15.95% | ↗ |
| 116 | 2009 | W.M. “Rusty” Rush, President and Chief Executive Officer | 584.0K | 409.0K | 115.1K | 243.8K | — | 121.1K | 1.47M | 24.36% | ↗ |
| 117 | 2009 | Martin A. Naegelin, Jr., Executive Vice President | 356.5K | 122.5K | 46.0K | 97.5K | — | 16.0K | 638.6K | 22.48% | ↗ |
| 118 | 2009 | Steven L. Keller, Senior Vice President, Chief Financial Officer and Treasurer | 213.3K | 80.0K | 18.4K | 39.0K | — | 17.0K | 367.8K | 15.61% | ↗ |
| 119 | 2006 | W. Marvin Rush Chairman | 900.0K | 750.0K | — | 380.0K | — | 318.2K | 2.35M | 16.18% | ↗ |
| 120 | 2006 | W.M. “Rusty” Rush President and Chief Executive Officer | 550.7K | 1.00M | — | 152.8K | — | 211.2K | 1.91M | 7.98% | ↗ |
| 121 | 2006 | Martin A. Naegelin, Jr. Executive Vice President | 248.2K | 255.0K | — | 58.2K | — | 47.7K | 609.1K | 9.55% | ↗ |
| 122 | 2006 | Daryl J. Gorup Senior Vice President – Dealership Operations | 264.0K | 240.0K | — | 80.4K | — | 22.1K | 606.5K | 13.26% | ↗ |
| 123 | 2006 | David C. Orf Senior Vice President – Marketing and Specialized Equipment Sales | 260.2K | 235.0K | — | 73.2K | — | 22.7K | 591.1K | 12.38% | ↗ |
| 124 | 2005 | W. Marvin Rush Chairman and Chief Executive Officer | 900.0K | 750.0K | — | 30.0K | — | 232.9K | 1.91M | 1.57% | ↗ |
| 125 | 2005 | W.M. “Rusty” Rush President and Chief Operating Officer | 384.0K | 750.0K | — | 30.0K | — | 126.5K | 1.29M | 2.32% | ↗ |
| 126 | 2005 | Daryl J. Gorup Senior Vice President – Dealership Operations | 248.0K | 195.0K | — | 13.0K | — | 7.0K | 463.0K | 2.81% | ↗ |
| 127 | 2005 | David C. Orf Senior Vice President – Marketing and Specialized Equipment Sales | 244.2K | 195.0K | — | 12.9K | — | 7.0K | 459.1K | 2.80% | ↗ |
| 128 | 2005 | Martin A. Naegelin, Jr. Senior Vice President – Chief Financial Officer | 232.2K | 195.0K | — | 11.0K | — | 7.0K | 445.2K | 2.47% | ↗ |
| 129 | 2004 | W. Marvin Rush Chairman and Chief Executive Officer | 900.0K | 500.0K | — | 23.5K | — | 199.5K | 1.62M | 1.45% | ↗ |
| 130 | 2004 | W.M. “Rusty” Rush President and Chief Operating Officer | 384.0K | 500.0K | — | 20.0K | — | 52.3K | 956.3K | 2.09% | ↗ |
| 131 | 2004 | Martin A. Naegelin, Jr. Senior Vice President – Chief Financial Officer | 216.2K | 230.0K | — | 9.0K | — | 6.5K | 461.7K | 1.95% | ↗ |
| 132 | 2004 | Daryl J. Gorup Senior Vice President – Dealership Operations | 240.0K | 145.0K | — | 10.5K | — | 6.5K | 402.0K | 2.61% | ↗ |
| 133 | 2004 | David C. Orf Senior Vice President – Marketing and Specialized Equipment Sales | 236.2K | 140.0K | — | 10.5K | — | 6.5K | 393.2K | 2.67% | ↗ |
| 134 | 2003 | W. Marvin Rush Chairman and Chief Executive Officer | 784.1K | 391.2K | — | 50.0K | — | 216.0K | 1.44M | 3.47% | ↗ |
| 135 | 2003 | W.M. “Rusty” Rush President and Chief Operating Officer | 369.3K | 385.0K | — | 43.0K | — | 34.5K | 831.9K | 5.17% | ↗ |
| 136 | 2003 | Daryl J. Gorup Senior Vice President – Dealership Operations | 229.6K | 110.0K | — | 21.0K | — | 6.0K | 366.6K | 5.73% | ↗ |
| 137 | 2003 | David C. Orf Senior Vice President – Marketing and Specialized Equipment Sales | 222.2K | 110.0K | — | 21.0K | — | 6.0K | 359.2K | 5.85% | ↗ |
| 138 | 2003 | Martin A. Naegelin, Jr. Senior Vice President – Chief Financial Officer | 200.2K | 110.0K | — | 18.0K | — | 6.0K | 334.2K | 5.39% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| W. Marvin Rush | Chairman of the Board, Chief Executive Officer & President | 6M | male |
| Steven L. Keller | Chief Financial Officer & Treasurer | 1M | male |
| Corey H. Lowe | Senior Vice President of Peterbilt Dealerships | 1M | male |
| Jody Pollard | Chief Operating Officer | 1M | male |
| Jorgan Peterson | Senior Vice President of International Dealerships | — | male |
| Michael Goldstone | Senior Vice President, General Counsel & Corporate Secretary | — | male |
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Community Opinion for RUSHA
Short-term intention
Target Price Distribution
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