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The Boston Beer Company, Inc. (SAM)
USD181.89
+2.27 (+1.26%)
US NYSE Consumer Defensive Beverages - Alcoholic
Address
One Design Center Place 2210
Boston, MA, US
Boston, MA, US
CEO
C. James Koch
Website
bostonbeer.com
IPO
1995-11-21
CIK 949870 ISIN US1005571070
Description
The Boston Beer Company, Inc. is a leading producer and marketer of alcoholic beverages, primarily focused on the United States market. Its most recognized offering is Samuel Adams Boston Lager. The company's diverse product portfolio features a range of beers, hard ciders, and hard seltzers, sold under popular brands like Samuel Adams, Twisted Tea, Truly Hard Seltzer, Angry Orchard, Dogfish Head, Angel City, Coney Island, and Concrete Beach. Domestically, Boston Beer distributes its products to approximately 400 wholesalers, while internationally, it leverages a network of wholesalers, importers, and agencies. These partners subsequently supply a wide variety of retail establishments, including grocery stores, club stores, convenience stores, liquor outlets, bars, restaurants, and stadiums. The company's global footprint also extends to Canada, Europe, Israel, Australia, New Zealand, the Caribbean, the Pacific Rim, Mexico, and both Central and South America. Founded in Boston, Massachusetts, in 1984, the company maintains its headquarters there.
News Sentiment (7d)
Based on only 1 article — low confidence
- Innovation, Pricing and Brand Investments Drive Boston Beer's Growth Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD181.89
+2.27 (+1.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
294.7K
Beta
0.78
Float Shares
7.59M
Free Float %
70.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.56% | -10.29% | -25.22% | -26.56% | -9.55% | -6.82% | -24.32% | -41.96% | -82.96% | +21.18% | +549.36% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (31 ratings, all time)
Hold
Price Targets & DCF
Current price
181.89
Low
210.00
+15.5%
Consensus
239.78
+31.8%
Median
233.00
+28.1%
High
315.00
+73.2%
DCF (Unlevered)
469.99
+158.4%
DCF (Levered)
822.75
+352.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
7% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 1 | 0 |
| Hold | 12 | 0 |
| Sell | 2 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 7 |
241.86
+33.0%
|
| Last Quarter | 8 |
242.25
+33.2%
|
| Last Year | 13 |
238.31
+31.0%
|
| All Time | 42 |
362.53
+99.3%
|
Quality scores
Altman Z-Score
4.50
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
4 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Beverages - Alcoholic: +1.2%+3.7% ★ Q1'26: -4.4% (vs Q1'25)
-
EPS growth Beverages - Alcoholic: +10.7%+95.5% ★ Q1'26: -742.6% (vs Q1'25)
-
FCF margin FCF growth · Beverages - Alcoholic: -4.0%+9.2% ★ Q1'26: -7.5% (vs Q1'25)
-
EBIT margin Beverages - Alcoholic: +13.7%+7.4% Q1'26: +5.0% (vs Q1'25)
-
ROIC Beverages - Alcoholic: +6.8%+16.4% ★ Q1'26: +12.0% (vs Q1'25)
-
Share dilution Beverages - Alcoholic: +0.0%-10.0% ★ Q1'26: -7.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Beverages - Alcoholic: -0.12×0.16× ★ Q1'26: 0.20× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
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 10 Rev. Ana. 6 EPS Ana. |
Dec 2027 9 Rev. Ana. 7 EPS Ana. |
Dec 2028 9 Rev. Ana. 3 EPS Ana. |
Dec 2029 7 Rev. Ana. 1 EPS Ana. |
Dec 2030 8 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
513.00M
est: 567.78M (-9.6%)
|
580.22M
est: 537.78M (+7.9%)
|
739.05M
est: 791.14M (-6.6%)
|
903.01M
est: 862.46M (+4.7%)
|
959.93M
est: 968.45M (-0.9%)
|
906.45M
est: 904.35M (+0.2%)
|
862.99M
est: 863.34M (0.0%)
|
995.65M
est: 998.63M (-0.3%)
|
1.25B
est: 1.23B (+1.4%)
|
1.74B
est: 1.73B (+0.4%)
|
2.06B
est: 2.07B (-0.7%)
|
2.09B
est: 2.03B (+2.8%)
|
2.01B
est: 2.00B (+0.4%)
|
2.01B
est: 2.00B (+0.6%)
|
2.09B
est: 1.96B (+6.2%)
|
1.95B
1.93B – 1.99B
-0.7% YoY
|
1.98B
1.93B – 2.02B
+1.5% YoY
|
2.00B
1.99B – 2.00B
+0.8% YoY
|
2.04B
2.00B – 2.08B
+2.1% YoY
|
2.06B
2.02B – 2.11B
+1.1% YoY
|
| EBITDA |
122.29M
est: 125.88M (-2.9%)
|
115.94M
est: 105.82M (+9.6%)
|
140.56M
est: 140.53M (+0.0%)
|
183.48M
est: 165.28M (+11.0%)
|
199.32M
est: 169.77M (+17.4%)
|
186.98M
est: 174.82M (+7.0%)
|
169.38M
est: 98.37M (+72.2%)
|
168.50M
est: 174.36M (-3.4%)
|
202.09M
est: 177.92M (+13.6%)
|
314.33M
est: 246.02M (+27.8%)
|
129.27M
est: -44.14M (+392.9%)
|
207.41M
est: -138.24M (+250.0%)
|
209.96M
est: 356.89M (-41.2%)
|
245.79M
est: 356.86M (-31.1%)
|
243.90M
est: 350.54M (-30.4%)
|
348.13M
344.56M – 355.27M
-0.7% YoY
|
353.40M
344.48M – 360.54M
+1.5% YoY
|
356.34M
355.78M – 356.91M
+0.8% YoY
|
363.98M
356.98M – 371.41M
+2.1% YoY
|
368.04M
360.96M – 375.55M
+1.1% YoY
|
| EBIT |
83.82M
est: 105.92M (-20.9%)
|
95.73M
est: 87.86M (+9.0%)
|
114.66M
est: 113.83M (+0.7%)
|
148.34M
est: 132.90M (+11.6%)
|
156.43M
est: 135.10M (+15.8%)
|
137.42M
est: 127.27M (+8.0%)
|
118.13M
est: 63.43M (+86.2%)
|
116.53M
est: 120.60M (-3.4%)
|
145.82M
est: 115.09M (+26.7%)
|
248.67M
est: 188.27M (+32.1%)
|
57.17M
est: -169.63M (+133.7%)
|
126.05M
est: -312.73M (+140.3%)
|
121.82M
est: 248.52M (-51.0%)
|
151.79M
est: 248.51M (-38.9%)
|
153.46M
est: 244.10M (-37.1%)
|
242.43M
239.94M – 247.40M
-0.7% YoY
|
246.10M
239.88M – 251.07M
+1.5% YoY
|
248.15M
247.76M – 248.54M
+0.8% YoY
|
253.47M
248.59M – 258.64M
+2.1% YoY
|
256.29M
251.36M – 261.52M
+1.1% YoY
|
| Net Income |
66.06M
est: 67.35M (-1.9%)
|
59.47M
est: 54.66M (+8.8%)
|
70.39M
est: 71.16M (-1.1%)
|
90.74M
est: 82.17M (+10.4%)
|
98.41M
est: 85.09M (+15.7%)
|
87.35M
est: 80.47M (+8.5%)
|
99.05M
est: 74.57M (+32.8%)
|
92.66M
est: 95.43M (-2.9%)
|
110.04M
est: 87.39M (+25.9%)
|
191.96M
est: 148.44M (+29.3%)
|
14.55M
est: -119.75M (+112.2%)
|
67.26M
est: -235.71M (+128.5%)
|
76.25M
est: 80.81M (-5.6%)
|
59.70M
est: 102.84M (-42.0%)
|
108.47M
est: 99.40M (+9.1%)
|
103.49M
95.12M – 111.87M
+4.1% YoY
|
116.69M
112.35M – 121.03M
+12.8% YoY
|
125.74M
117.38M – 134.11M
+7.8% YoY
|
143.65M
140.06M – 147.46M
+14.2% YoY
|
156.15M
152.24M – 160.29M
+8.7% YoY
|
| SGA |
200.75M
est: 214.55M (-6.4%)
|
219.48M
est: 195.88M (+12.0%)
|
270.26M
est: 285.07M (-5.2%)
|
316.67M
est: 302.33M (+4.7%)
|
345.19M
est: 289.19M (+19.4%)
|
322.25M
est: 316.48M (+1.8%)
|
331.78M
est: 305.64M (+8.5%)
|
395.71M
est: 389.91M (+1.5%)
|
468.34M
est: 395.23M (+18.5%)
|
565.78M
est: 499.85M (+13.2%)
|
740.62M
est: 1.31B (-43.6%)
|
735.93M
est: 1.77B (-58.4%)
|
730.55M
est: 731.34M (-0.1%)
|
741.94M
est: 731.30M (+1.5%)
|
800.74M
est: 718.33M (+11.5%)
|
713.40M
706.09M – 728.04M
-0.7% YoY
|
724.21M
705.92M – 738.84M
+1.5% YoY
|
730.23M
729.08M – 731.38M
+0.8% YoY
|
745.89M
731.53M – 761.11M
+2.1% YoY
|
754.21M
739.70M – 769.60M
+1.1% YoY
|
| EPS |
5.08
est: 3.96 (+28.3%)
|
4.60
est: 4.01 (+14.7%)
|
5.47
est: 5.43 (+0.7%)
|
6.96
est: 5.65 (+23.2%)
|
7.46
est: 7.20 (+3.5%)
|
6.93
est: 6.43 (+7.8%)
|
8.18
est: 6.33 (+29.1%)
|
7.97
est: 7.63 (+4.4%)
|
9.26
est: 9.48 (-2.4%)
|
15.83
est: 15.56 (+1.7%)
|
1.19
est: 1.09 (+9.5%)
|
5.46
est: 7.37 (-25.9%)
|
6.23
est: 7.62 (-18.2%)
|
5.07
est: 9.51 (-46.7%)
|
9.90
est: 9.35 (+5.9%)
|
9.53
8.98 – 10.56
+1.9% YoY
|
10.92
10.60 – 11.42
+14.6% YoY
|
11.93
11.08 – 12.66
+9.2% YoY
|
13.56
13.22 – 13.92
+13.7% YoY
|
14.73
14.37 – 15.13
+8.7% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
| 2026-05-05 | Bernstein | Market Perform | Market Perform | Maintain |
| 2026-05-04 | Citigroup | Neutral | Neutral | Maintain |
| 2026-05-01 | UBS | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-08 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-07 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-06 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-05 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-04 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-05-01 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-30 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 | 1/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
200.12M
OE per share TTM
18.23
Owner's Yield
10.14%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
35.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
97
Total invested
37.87M
Insider transactions (90d)
0
Beneficial owners (>5%)
30
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | KOCH C JAMES | 4.24M | 32.65% | 4.16M | — | 4.14M | — | IN | USA | 2013-02-01 | ↗ |
| 2 | 85-4328500 | 1.37M | 13.30% | 480.7K | — | 1.37M | — | IA | Maryland | 2022-08-10 | ↗ |
| 3 | FMR LLC | 1.13M | 11.05% | 1.12M | — | 1.13M | — | HC | Delaware | 2022-06-10 | ↗ |
| 4 | Neuberger Berman Inc. | 1.02M | 10.32% | 100.00 | 870.8K | — | 1.02M | HC | Delaware | 2008-07-10 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 859.1K | 8.42% | — | 5.5K | 845.9K | 13.2K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 6 | Edward C. Johnson 3d | 805.6K | 9.16% | — | — | 805.6K | — | IN | United States of America | 2013-02-14 | ↗ |
| 7 | (1) BlackRock, Inc. | 798.4K | 7.80% | 751.8K | — | 798.4K | — | HC | Delaware | 2022-02-01 | ↗ |
| 8 | BlackRock for purposes of Schedule 13G filings. | 738.2K | 7.28% | 738.2K | — | 738.2K | — | HC | Delaware | 2010-01-29 | ↗ |
| 9 | 13-3580284 | 623.3K | 6.40% | 623.3K | — | 623.3K | — | IA | UNITED STATES | 2004-01-08 | ↗ |
| 10 | 943112180 | 611.3K | 5.27% | 611.3K | — | 611.3K | — | BK | U.S.A. | 2003-02-13 | ↗ |
| 11 | TYBOURNE CAPITAL MANAGEMENT (HK) LIMITED | 583.2K | 6.00% | — | 583.2K | — | — | FI | Hong Kong | 2015-08-17 | ↗ |
| 12 | TYBOURNE CAPITAL MANAGEMENT LIMITED | 583.2K | 6.00% | — | 583.2K | — | — | HC | Hong Kong | 2015-08-17 | ↗ |
| 13 | TYBOURNE KESARI LIMITED | 583.2K | 6.00% | — | 583.2K | — | — | HC | Hong Kong | 2015-08-17 | ↗ |
| 14 | VISWANATHAN KRISHNAN | 583.2K | 6.00% | — | 583.2K | — | — | HC, IN | Hong Kong | 2015-08-17 | ↗ |
| 15 | Durable Capital Associates LLC | 580.2K | 5.80% | 580.2K | — | 580.2K | — | HC, OO | Delaware | 2021-02-12 | ↗ |
| 16 | Durable Capital Partners LP | 580.2K | 5.80% | 580.2K | — | 580.2K | — | IA, PN | Delaware | 2021-02-12 | ↗ |
| 17 | Henry Ellenbogen | 580.2K | 5.80% | 580.2K | — | 580.2K | — | HC, IN | United States Citizen | 2021-02-12 | ↗ |
| 18 | 26-0385758 | 373.5K | 3.76% | 369.8K | — | 373.5K | — | IA | Delaware | 2021-02-11 | ↗ |
| 19 | 52-0556948 | 62.4K | 0.60% | 23.5K | — | 62.4K | — | IA | Maryland | 2022-08-10 | ↗ |
| 20 | BARCLAYS GLOBAL FUND ADVISORS | 54.4K | 0.47% | 54.4K | — | 54.4K | — | BK | U.S.A. | 2003-02-13 | ↗ |
| 21 | BARCLAYS BANK PLC | — | 0.00% | — | — | — | — | BK | England | 2003-02-13 | ↗ |
| 22 | BARCLAYS BANK TRUST COMPANY LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-02-13 | ↗ |
| 23 | BARCLAYS CAPITAL INVESTMENTS | — | 0.00% | — | — | — | — | BK | England. | 2003-02-13 | ↗ |
| 24 | BARCLAYS CAPITAL SECURITIES LIMITED | — | 0.00% | — | — | — | — | BK | England. | 2003-02-13 | ↗ |
| 25 | BARCLAYS GLOBAL INVESTORS, LTD | — | 0.00% | — | — | — | — | BK | England | 2003-02-13 | ↗ |
| 26 | BARCLAYS LIFE ASSURANCE COMPANY LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-02-13 | ↗ |
| 27 | BARCLAYS PRIVATE BANK & TRUST (ISLE OF MAN) LIMITED | — | 0.00% | — | — | — | — | BK | England. | 2003-02-13 | ↗ |
| 28 | BARCLAYS PRIVATE BANK AND TRUST (JERSEY) LIMITED | — | 0.00% | — | — | — | — | BK | England | 2003-02-13 | ↗ |
| 29 | BARCLAYS PRIVATE BANK AND TRUST LIMITED (Sussie) | — | 0.00% | — | — | — | — | BK | U.S.A. | 2003-02-13 | ↗ |
| 30 | BARCLAYS TRUST AND BANKING COMPANY (JAPAN) LIMITED | — | 0.00% | — | — | — | — | BK | Japan | 2003-02-13 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
97
-259 vs prev Q
New positions
17
Closed positions
265
Increased
45
Reduced
17
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 1.04M +89.1K (+9.4%) | 202.78M +1.9M (+0.9%) | 9.57% +1.006 pp | 0.00% 0.000 pp | USD232.20 -16.0% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 725.5K -56.8K (-7.3%) | 141.57M -23.8M (-14.4%) | 6.68% -0.371 pp | 0.00% -0.001 pp | USD279.83 -30.3% | 6 qtrs — |
| 3 | AQR CAPITAL MANAGEMENT LLC | 440.2K -206.8K (-32.0%) | 85.90M -50.9M (-37.2%) | 4.06% -1.779 pp | 0.05% -0.043 pp | USD227.57 -14.3% | 67 qtrs — |
| 4 | FMR LLC | 360.9K -28.9K (-7.4%) | 70.42M -12.0M (-14.6%) | 3.32% -0.191 pp | 0.00% -0.001 pp | USD368.62 -47.1% | 62 qtrs — |
| 5 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 271.5K +13.1K (+5.1%) | 52.98M -1.7M (-3.0%) | 2.50% +0.171 pp | 0.03% -0.003 pp | USD224.01 -12.9% | 4 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 258.0K -7.8K (-2.9%) | 50.34M -5.8M (-10.4%) | 2.38% -0.020 pp | 0.01% -0.002 pp | USD270.45 -27.8% | 51 qtrs — |
| 7 | STATE STREET CORP | 254.3K -9.0K (-3.4%) | 49.62M -6.0M (-10.8%) | 2.34% -0.031 pp | 0.00% 0.000 pp | USD439.25 -55.6% | 51 qtrs — |
| 8 | GOTHAM ASSET MANAGEMENT, LLC | 248.9K +35.6K (+16.7%) | 48.57M +3.5M (+7.7%) | 2.29% +0.370 pp | 0.18% -0.019 pp | USD213.43 -8.6% | 22 qtrs — |
| 9 | UBS GROUP AG | 216.6K -7.0K (-3.1%) | 42.27M -5.0M (-10.6%) | 2.00% -0.021 pp | 0.01% -0.001 pp | USD287.24 -32.1% | 45 qtrs — |
| 10 | AMERICAN CENTURY COMPANIES INC | 191.6K +68.6K (+55.7%) | 37.39M +11.4M (+43.7%) | 1.77% +0.656 pp | 0.02% +0.006 pp | USD281.76 -30.7% | 51 qtrs — |
| 11 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 148.0K +38.8K (+35.5%) | 28.88M +5.8M (+25.0%) | 1.36% +0.378 pp | 1.29% +0.108 pp | USD289.26 -32.5% | 12 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 139.2K -4.2K (-2.9%) | 27.17M -3.1M (-10.4%) | 1.28% -0.011 pp | 0.00% 0.000 pp | USD339.09 -42.5% | 78 qtrs — |
| 13 | CITADEL ADVISORS LLC | 132.9K +131.9K (+12,096.6%) | 25.94M +25.7M (+11,156.8%) | 1.22% +1.215 pp | 0.00% +0.004 pp | USD196.00 -0.4% | 52 qtrs — |
| 14 | QUBE RESEARCH & TECHNOLOGIES LTD | 132.9K +77.2K (+138.5%) | 25.93M +14.1M (+120.1%) | 1.22% +0.722 pp | 0.03% +0.014 pp | USD200.26 -2.6% | 13 qtrs — |
| 15 | GLOBAL ALPHA CAPITAL MANAGEMENT LTD. | 123.0K -8.2K (-6.2%) | 24.01M -3.7M (-13.5%) | 1.13% -0.050 pp | 1.46% -0.121 pp | USD259.00 -24.7% | 5 qtrs — |
| 16 | INVESCO LTD. | 117.1K +2.2K (+1.9%) | 22.85M -1.4M (-5.9%) | 1.08% +0.043 pp | 0.00% 0.000 pp | USD323.46 -39.7% | 57 qtrs — |
| 17 | MORGAN STANLEY | 114.3K -119.5K (-51.1%) | 22.30M -27.1M (-54.9%) | 1.05% -1.055 pp | 0.00% -0.002 pp | USD293.03 -33.4% | 51 qtrs — |
| 18 | WOODSON CAPITAL MANAGEMENT, LP | 100.0K +100.0K (+100.0%) | 19.51M +19.5M (+100.0%) | 0.92% +0.921 pp | 2.70% +2.704 pp | USD195.13 +0.0% | 1 qtrs NEW |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 98.8K +2.9K (+3.0%) | 19.28M -992.5K (-4.9%) | 0.91% +0.046 pp | 0.00% 0.000 pp | USD298.74 -34.7% | 75 qtrs — |
| 20 | AMERIPRISE FINANCIAL INC | 90.9K -1.0K (-1.1%) | 17.74M -1.7M (-8.7%) | 0.84% +0.009 pp | 0.00% -0.001 pp | USD214.58 -9.1% | 55 qtrs — |
| 21 | QUANTINNO CAPITAL MANAGEMENT LP | 90.3K -45.8K (-33.6%) | 17.63M -11.1M (-38.7%) | 0.83% -0.395 pp | 0.04% -0.043 pp | USD215.88 -9.6% | 10 qtrs — |
| 22 | RENAISSANCE TECHNOLOGIES LLC | 82.7K -4.4K (-5.1%) | 16.13M -2.3M (-12.4%) | 0.76% -0.024 pp | 0.03% +0.001 pp | USD287.58 -32.1% | 10 qtrs — |
| 23 | SOUTHERNSUN ASSET MANAGEMENT, LLC | 75.5K -14.6K (-16.2%) | 14.74M -4.3M (-22.7%) | 0.70% -0.117 pp | 2.06% -0.413 pp | USD324.75 -39.9% | 17 qtrs — |
| 24 | NORTHERN TRUST CORP | 74.9K -280.0 (-0.4%) | 14.61M -1.3M (-8.0%) | 0.69% +0.012 pp | 0.00% 0.000 pp | USD329.23 -40.7% | 51 qtrs — |
| 25 | MAN GROUP PLC | 71.3K +41.1K (+135.5%) | 13.92M +7.5M (+117.4%) | 0.66% +0.384 pp | 0.02% +0.013 pp | USD215.90 -9.6% | 32 qtrs — |
| 26 | FRANKLIN RESOURCES INC | 65.6K +28.3K (+75.7%) | 12.80M +4.9M (+62.2%) | 0.60% +0.268 pp | 0.00% +0.001 pp | USD213.83 -8.7% | 23 qtrs — |
| 27 | CALAMOS ADVISORS LLC | 65.4K +— (+0.0%) | 12.75M -1.1M (-7.7%) | 0.60% +0.013 pp | 0.05% -0.003 pp | USD247.64 -21.2% | 6 qtrs — |
| 28 | LOOMIS SAYLES & CO L P | 65.0K -2.1K (-3.2%) | 12.69M -1.5M (-10.6%) | 0.60% -0.007 pp | 0.02% -0.002 pp | USD381.70 -48.9% | 16 qtrs — |
| 29 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 63.1K +12.0K (+23.5%) | 12.32M +1.5M (+13.9%) | 0.58% +0.121 pp | 0.04% +0.007 pp | USD214.33 -9.0% | 7 qtrs — |
| 30 | CRAWFORD FUND MANAGEMENT, LLC | 61.5K +18.8K (+44.0%) | 12.00M +3.0M (+32.9%) | 0.57% +0.182 pp | 1.58% +0.136 pp | USD247.49 -21.2% | 9 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 60.3K +5.3K (+9.7%) | 11.76M +144.8K (+1.2%) | 0.56% +0.060 pp | 0.00% 0.000 pp | USD312.61 -37.6% | 66 qtrs — |
| 32 | MILLENNIUM MANAGEMENT LLC | 56.9K -15.1K (-20.9%) | 11.10M -4.1M (-27.0%) | 0.52% -0.125 pp | 0.00% -0.002 pp | USD255.89 -23.7% | 38 qtrs — |
| 33 | TREXQUANT INVESTMENT LP | 56.1K +16.0K (+39.7%) | 10.95M +2.5M (+28.9%) | 0.52% +0.155 pp | 0.10% +0.010 pp | USD225.27 -13.4% | 14 qtrs — |
| 34 | GOLDMAN SACHS GROUP INC | 55.7K +5.4K (+10.7%) | 10.87M +231.5K (+2.2%) | 0.51% +0.060 pp | 0.00% +0.000 pp | USD293.23 -33.5% | 73 qtrs — |
| 35 | MONACO ASSET MANAGEMENT SAM | 53.9K +53.9K (+100.0%) | 10.52M +10.5M (+100.0%) | 0.50% +0.497 pp | 1.82% +1.822 pp | USD195.13 +0.0% | 1 qtrs NEW |
| 36 | D. E. SHAW & CO., INC. | 53.8K -18.6K (-25.7%) | 10.50M -4.8M (-31.4%) | 0.50% -0.157 pp | 0.01% -0.003 pp | USD324.43 -39.9% | 68 qtrs — |
| 37 | BANK OF AMERICA CORP /DE/ | 46.7K +5.9K (+14.4%) | 9.12M +481.9K (+5.6%) | 0.43% +0.062 pp | 0.00% +0.000 pp | USD226.84 -14.0% | 52 qtrs — |
| 38 | NOMURA HOLDINGS INC | 46.6K +46.6K (+100.0%) | 9.09M +9.1M (+100.0%) | 0.43% +0.429 pp | 0.01% +0.012 pp | USD195.13 +0.0% | 7 qtrs — |
| 39 | JANE STREET GROUP, LLC | 44.8K +44.8K (+100.0%) | 8.73M +8.7M (+100.0%) | 0.41% +0.412 pp | 0.00% +0.001 pp | USD195.13 +0.0% | 35 qtrs — |
| 40 | PACER ADVISORS, INC. | 41.8K -5.0K (-10.7%) | 8.16M -1.7M (-17.6%) | 0.39% -0.037 pp | 0.02% -0.004 pp | USD190.81 +2.3% | 22 qtrs — |
| 41 | FIRST TRUST ADVISORS LP | 38.3K -8.0K (-17.2%) | 7.48M -2.3M (-23.6%) | 0.35% -0.064 pp | 0.01% -0.002 pp | USD234.00 -16.6% | 10 qtrs — |
| 42 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.8K -11.3K (-24.0%) | 6.99M -3.0M (-29.8%) | 0.33% -0.095 pp | 0.00% 0.000 pp | USD380.71 -48.7% | 51 qtrs — |
| 43 | ONTARIO TEACHERS PENSION PLAN BOARD | 30.7K +4.5K (+17.3%) | 5.99M +458.5K (+8.3%) | 0.28% +0.047 pp | 0.13% +0.007 pp | USD214.19 -8.9% | 8 qtrs — |
| 44 | WINTON GROUP LTD | 29.4K +1.3K (+4.8%) | 5.74M -194.9K (-3.3%) | 0.27% +0.018 pp | 0.20% -0.024 pp | USD209.10 -6.7% | 5 qtrs — |
| 45 | ACADIAN ASSET MANAGEMENT LLC | 29.0K -77.7K (-72.8%) | 5.66M -16.9M (-74.9%) | 0.27% -0.695 pp | 0.01% -0.030 pp | USD198.45 -1.7% | 3 qtrs — |
| 46 | GAMCO INVESTORS, INC. ET AL | 28.1K +5.8K (+25.9%) | 5.48M +763.9K (+16.2%) | 0.26% +0.058 pp | 0.05% +0.007 pp | USD225.70 -13.5% | 64 qtrs — |
| 47 | GABELLI FUNDS LLC | 27.0K -3.7K (-12.1%) | 5.27M -1.2M (-18.8%) | 0.25% -0.028 pp | 0.04% -0.008 pp | USD256.94 -24.1% | 64 qtrs — |
| 48 | MARSHALL WACE, LLP | 26.9K +9.3K (+52.6%) | 5.25M +1.5M (+40.9%) | 0.25% +0.089 pp | 0.00% +0.001 pp | USD195.16 0.0% | 13 qtrs — |
| 49 | ALGERT GLOBAL LLC | 24.7K -3.5K (-12.4%) | 4.82M -1.1M (-19.2%) | 0.23% -0.027 pp | 0.08% -0.025 pp | USD241.49 -19.2% | 19 qtrs — |
| 50 | DARK FOREST CAPITAL MANAGEMENT LP | 24.6K +9.1K (+59.0%) | 4.81M +1.5M (+46.7%) | 0.23% +0.087 pp | 0.22% +0.121 pp | USD214.54 -9.0% | 5 qtrs — |
| 51 | IEQ CAPITAL, LLC | 24.2K -15.1K (-38.4%) | 4.73M -3.6M (-43.2%) | 0.22% -0.132 pp | 0.01% -0.011 pp | USD209.76 -7.0% | 6 qtrs — |
| 52 | RHUMBLINE ADVISERS | 23.1K -975.0 (-4.1%) | 4.50M -582.2K (-11.4%) | 0.21% -0.004 pp | 0.00% 0.000 pp | USD240.72 -18.9% | 51 qtrs — |
| 53 | JPMORGAN CHASE & CO | 23.0K +611.0 (+2.7%) | 4.49M -245.6K (-5.2%) | 0.21% +0.010 pp | 0.00% +0.000 pp | USD420.94 -53.6% | 46 qtrs — |
| 54 | SAVOIR FAIRE CAPITAL MANAGEMENT, L.P. | 21.8K -17.1K (-43.9%) | 4.25M -4.0M (-48.3%) | 0.20% -0.150 pp | 2.01% -0.932 pp | USD243.09 -19.7% | 5 qtrs — |
| 55 | ALLIANCEBERNSTEIN L.P. | 20.0K +1.9K (+10.3%) | 3.91M +67.8K (+1.8%) | 0.18% +0.021 pp | 0.00% +0.000 pp | USD257.38 -24.2% | 61 qtrs — |
| 56 | RK ASSET MANAGEMENT, LLC | 20.0K +979.0 (+5.1%) | 3.90M -118.0K (-2.9%) | 0.18% +0.013 pp | 3.68% +0.026 pp | USD236.24 -17.4% | 4 qtrs — |
| 57 | NUVEEN, LLC | 17.4K +— (+0.0%) | 3.40M -284.1K (-7.7%) | 0.16% +0.003 pp | 0.00% 0.000 pp | USD238.84 -18.3% | 4 qtrs — |
| 58 | PRINCIPAL FINANCIAL GROUP INC | 16.6K -1.0K (-5.9%) | 3.23M -487.8K (-13.1%) | 0.15% -0.006 pp | 0.00% 0.000 pp | USD332.38 -41.3% | 73 qtrs — |
| 59 | SWISS NATIONAL BANK | 16.5K -200.0 (-1.2%) | 3.22M -311.1K (-8.8%) | 0.15% +0.001 pp | 0.00% 0.000 pp | USD566.82 -65.6% | 51 qtrs — |
| 60 | TWO SIGMA INVESTMENTS, LP | 16.3K +3.7K (+29.2%) | 3.17M +511.9K (+19.2%) | 0.15% +0.036 pp | 0.00% +0.001 pp | USD207.74 -6.1% | 25 qtrs — |
| 61 | UBS ASSET MANAGEMENT AMERICAS INC | 15.7K -2.3K (-12.6%) | 3.06M -733.6K (-19.3%) | 0.14% -0.017 pp | 0.00% 0.000 pp | USD357.99 -45.5% | 52 qtrs — |
| 62 | BARCLAYS PLC | 15.4K +2.4K (+18.6%) | 3.00M -750.7K (-20.0%) | 0.14% +0.025 pp | 0.00% 0.000 pp | USD247.03 -21.0% | 51 qtrs — |
| 63 | ENGINEERS GATE MANAGER LP | 13.6K -23.2K (-63.0%) | 2.66M -5.1M (-65.8%) | 0.13% -0.207 pp | 0.03% -0.058 pp | USD209.68 -6.9% | 10 qtrs — |
| 64 | LEGAL & GENERAL GROUP PLC | 13.3K -228.0 (-1.7%) | 2.59M -264.5K (-9.3%) | 0.12% +0.001 pp | 0.00% 0.000 pp | USD611.43 -68.1% | 46 qtrs — |
| 65 | TWO SIGMA ADVISERS, LP | 12.8K +7.3K (+132.7%) | 2.50M +1.3M (+114.8%) | 0.12% +0.068 pp | 0.00% +0.003 pp | USD207.43 -5.9% | 4 qtrs — |
| 66 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 12.1K -3.9K (-24.2%) | 2.37M -1.0M (-30.1%) | 0.11% -0.033 pp | 0.01% -0.005 pp | USD201.98 -3.4% | 4 qtrs — |
| 67 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 12.0K -329.0 (-2.7%) | 2.34M -265.0K (-10.2%) | 0.11% -0.001 pp | 0.00% -0.001 pp | USD224.86 -13.2% | 51 qtrs — |
| 68 | CREATIVE PLANNING | 11.9K -2.9K (-19.8%) | 2.32M -814.7K (-26.0%) | 0.11% -0.024 pp | 0.00% -0.001 pp | USD233.68 -16.5% | 31 qtrs — |
| 69 | CAMPBELL & CO INVESTMENT ADVISER LLC | 11.3K +11.3K (+100.0%) | 2.21M +2.2M (+100.0%) | 0.10% +0.104 pp | 0.11% +0.106 pp | USD195.13 +0.0% | 3 qtrs — |
| 70 | QUINN OPPORTUNITY PARTNERS LLC | 10.0K +10.0K (+100.0%) | 1.95M +2.0M (+100.0%) | 0.09% +0.092 pp | 0.08% +0.082 pp | USD195.13 +0.0% | 1 qtrs NEW |
| 71 | WEDGE CAPITAL MANAGEMENT L L P/NC | 9.6K -3.0 (0.0%) | 1.88M -157.4K (-7.7%) | 0.09% +0.002 pp | 0.03% -0.001 pp | USD282.97 -31.0% | 9 qtrs — |
| 72 | BCGM WEALTH MANAGEMENT, LLC | 9.6K +114.0 (+1.2%) | 1.87M -132.4K (-6.6%) | 0.09% +0.003 pp | 0.48% -0.044 pp | USD203.60 -4.2% | 3 qtrs — |
| 73 | CARDINAL CAPITAL MANAGEMENT | 9.6K -1.2K (-11.1%) | 1.86M -408.2K (-18.0%) | 0.09% -0.009 pp | 0.25% -0.067 pp | USD250.04 -22.0% | 37 qtrs — |
| 74 | XTX TOPCO LTD | 9.2K +8.3K (+846.3%) | 1.80M +1.6M (+773.4%) | 0.09% +0.076 pp | 0.05% +0.037 pp | USD196.82 -0.9% | 8 qtrs — |
| 75 | RETIREMENT SYSTEMS OF ALABAMA | 9.2K -329.0 (-3.4%) | 1.80M -219.9K (-10.9%) | 0.09% -0.001 pp | 0.01% -0.001 pp | USD441.68 -55.8% | 44 qtrs — |
| 76 | CWM, LLC | 9.1K -9.1K (-49.9%) | 1.78M -2.1M (-53.8%) | 0.08% -0.080 pp | 0.00% -0.007 pp | USD212.60 -8.2% | 17 qtrs — |
| 77 | Y-INTERCEPT (HONG KONG) LTD | 9.1K +9.1K (+100.0%) | 1.77M +1.8M (+100.0%) | 0.08% +0.084 pp | 0.04% +0.040 pp | USD195.13 +0.0% | 9 qtrs — |
| 78 | CERITY PARTNERS LLC | 8.4K -8.2K (-49.3%) | 1.64M -1.9M (-53.2%) | 0.08% -0.072 pp | 0.00% -0.003 pp | USD211.42 -7.7% | 2 qtrs — |
| 79 | ROYAL BANK OF CANADA | 8.1K -1.5K (-15.5%) | 1.57M -443.0K (-22.0%) | 0.07% -0.012 pp | 0.00% 0.000 pp | USD294.66 -33.8% | 51 qtrs — |
| 80 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 8.0K +1.2K (+18.2%) | 1.56M +129.9K (+9.1%) | 0.07% +0.013 pp | 0.00% +0.000 pp | USD466.68 -58.2% | 51 qtrs — |
| 81 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 7.9K -35.0 (-0.4%) | 1.54M -135.7K (-8.1%) | 0.07% +0.001 pp | 0.00% 0.000 pp | USD302.10 -35.4% | 52 qtrs — |
| 82 | PRICE T ROWE ASSOCIATES INC /MD/ | 7.5K +480.0 (+6.8%) | 1.47M -21.0K (-1.4%) | 0.07% +0.006 pp | 0.00% +0.000 pp | USD365.35 -46.6% | 75 qtrs — |
| 83 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7.2K -3.8K (-34.8%) | 1.46M -986.4K (-40.4%) | 0.07% -0.033 pp | 0.00% -0.002 pp | USD223.64 -12.7% | 10 qtrs — |
| 84 | ATOM INVESTORS LP | 7.2K -6.9K (-48.9%) | 1.41M -1.6M (-52.9%) | 0.07% -0.061 pp | 0.11% -0.115 pp | USD196.79 -0.8% | 3 qtrs — |
| 85 | LPL FINANCIAL LLC | 7.2K +728.0 (+11.3%) | 1.40M +37.1K (+2.7%) | 0.07% +0.008 pp | 0.00% +0.000 pp | USD353.27 -44.8% | 50 qtrs — |
| 86 | TEJARA CAPITAL LTD | 6.9K +6.9K (+100.0%) | 1.35M +1.3M (+100.0%) | 0.06% +0.064 pp | 0.32% +0.317 pp | USD195.13 +0.0% | 1 qtrs NEW |
| 87 | HRT FINANCIAL LP | 6.8K +6.8K (+100.0%) | 1.32M +1.3M (+100.0%) | 0.06% +0.062 pp | 0.00% +0.004 pp | USD195.13 +0.0% | 3 qtrs — |
| 88 | CASTLEKNIGHT MANAGEMENT LP | 6.6K +6.6K (+100.0%) | 1.29M +1.3M (+100.0%) | 0.06% +0.061 pp | 0.03% +0.029 pp | USD195.13 +0.0% | 1 qtrs NEW |
| 89 | GAGNON SECURITIES LLC | 6.4K -15.2K (-70.5%) | 1.24M -3.3M (-72.7%) | 0.06% -0.135 pp | 0.25% -0.660 pp | USD307.63 -36.6% | 15 qtrs — |
| 90 | LOS ANGELES CAPITAL MANAGEMENT LLC | 5.9K -92.0 (-1.5%) | 1.22M -51.3K (-4.0%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD211.42 -7.7% | 2 qtrs — |
| 91 | — | 6.2K +4.6K (+273.4%) | 1.22M +864.7K (+244.6%) | 0.06% +0.042 pp | 0.72% +0.484 pp | USD199.49 -2.2% | 2 qtrs — |
| 92 | SKYLANDS CAPITAL, LLC | 6.1K +6.1K (+100.0%) | 1.18M +1.2M (+100.0%) | 0.06% +0.056 pp | 0.16% +0.160 pp | USD195.13 +0.0% | 1 qtrs NEW |
| 93 | CENTERBOOK PARTNERS LP | 5.7K -1.3K (-18.5%) | 1.12M -368.7K (-24.7%) | 0.05% -0.011 pp | 0.05% -0.019 pp | USD215.94 -9.6% | 7 qtrs — |
| 94 | TEACHER RETIREMENT SYSTEM OF TEXAS | 5.6K -994.0 (-15.0%) | 1.10M -302.0K (-21.5%) | 0.05% -0.008 pp | 0.00% -0.002 pp | USD349.66 -44.2% | 22 qtrs — |
| 95 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5.5K -320.0 (-5.5%) | 1.08M -158.0K (-12.7%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD476.56 -59.1% | 51 qtrs — |
| 96 | WELLS FARGO & COMPANY/MN | 5.5K -638.0 (-10.4%) | 1.07M -224.1K (-17.3%) | 0.05% -0.005 pp | 0.00% 0.000 pp | USD618.69 -68.5% | 57 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 146 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco Food & Beverage ETF PBJ | 2.63% | 2.89M | 0.61% |
| 2 | Harbor Active Small Cap ETF (SMLL) SMLL | 0.86% | 117.6K | 0.80% |
| 3 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.57% | 978.2K | 0.61% |
| 4 | Distillate Small/Mid Cash Flow ETF DSMC | 0.51% | 675.2K | 0.55% |
| 5 | Research Affiliates Deletions ETF NIXT | 0.35% | 121.9K | 0.09% |
| 6 | ETC 6 Meridian Low Beta Equity ETF SIXL | 0.31% | 577.9K | 0.47% |
| 7 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.25% | 73.5K | 0.60% |
| 8 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.25% | 727.0K | 0.20% |
| 9 | Avantis U.S. Small Cap Value ETF AVUV | 0.20% | 58.35M | 0.25% |
| 10 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.20% | 1.16M | 0.29% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
1.00
Neutral
Buys
1
Sells
1
Shares acquired
1.6K
Shares disposed
1.6K
Cash buys
—
Cash sales
—
Net activity
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Insider buys vs sells (history)
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Recent insider transactions
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To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-02 | Fisher Cynthia A | Director | M-Exempt | A | Class A Common | 1,560 | 157.58 | 245.8K | 4,041 | D | ↗ |
| 2026-03-20 | Murphy Matthew Donal | Officer | A-Award | A | Class A Common | 129 | 136.07 | 17.6K | 7,235 | D | ↗ |
| 2026-03-01 | Savastano Philip E. | Officer | F-InKind | D | Class A Common Stock | 134 | 226.78 | 30.4K | 2,003 | D | ↗ |
| 2026-03-01 | Reynoso Diego | Officer | A-Award | A | October 31, 2023 Stock Option | 2,429 | 333.50 | 810.1K | 7,287 | D | ↗ |
| 2026-03-01 | Murphy Matthew Donal | Officer | A-Award | A | March 1, 2023 Stock Option | 257 | 323.80 | 83.2K | 514 | D | ↗ |
| 2026-03-01 | Lysyj Lesya | Officer | A-Award | A | March 1, 2023 Stock Option | 566 | 323.80 | 183.3K | 1,131 | D | ↗ |
| 2026-03-01 | Hodges Philip A. | Officer | F-InKind | D | Class A Common | 1,587 | 226.78 | 359.9K | 45,301 | D | ↗ |
| 2026-03-01 | HEATH TARA L. | Officer | A-Award | A | March 1, 2023 Stock Option | 360 | 323.80 | 116.6K | 720 | D | ↗ |
| 2026-03-01 | Fritsch Annette N | Officer | A-Award | A | March 1, 2023 Stock Option | 309 | 323.80 | 100.1K | 617 | D | ↗ |
| 2026-03-01 | Crowley Michael R. | Officer | F-InKind | D | Class A Common Stock | 341 | 226.78 | 77.3K | 10,606 | D | ↗ |
| 2026-03-01 | Boynton Laura J. | Officer | A-Award | A | Class A Common | 1,324 | 0.00 | — | 2,522 | D | ↗ |
| 2025-11-10 | Boynton Laura J. | Officer | — | — | Class A Common | 0 | 0.00 | — | 1,286 | D | ↗ |
| 2025-11-04 | Spillane Michael | Director | S-Sale | D | Class A Common | 1,152 | 205.15 | 236.3K | 12,845 | D | ↗ |
| 2025-10-28 | Hodges Philip A. | Officer | A-Award | A | October 28, 2025 Stock Option | 88,268 | 227.52 | 20.08M | 88,268 | D | ↗ |
| 2025-10-20 | Savastano Philip E. | Officer | — | — | Class A Common | 0 | 0.00 | — | 2,137 | D | ↗ |
| 2025-08-11 | Reynoso Diego | Officer | A-Award | A | Class A Common | 5,518 | 0.00 | — | 21,264 | D | ↗ |
| 2025-08-11 | Hodges Philip A. | Officer | A-Award | A | Class A Common | 13,796 | 0.00 | — | 33,703 | D | ↗ |
| 2025-08-08 | Fritsch Annette N | Officer | S-Sale | D | Class A Common | 136 | 219.94 | 29.9K | 9,715 | D | ↗ |
| 2025-05-14 | Swanson Cynthia | Director | A-Award | A | Class A Common | 271 | 0.00 | — | 936 | D | ↗ |
| 2025-05-14 | Stone Christopher Isaac | Director | A-Award | A | Class A Common | 271 | 0.00 | — | 1,053 | D | ↗ |
| 2025-05-14 | Nemeth Julio N | Director | A-Award | D | Class A Common | 271 | 0.00 | — | 718 | D | ↗ |
| 2025-05-14 | Joyce Meghan V. | Director | A-Award | A | May 14, 2025 Stock Option | 546 | 240.26 | 131.2K | 546 | D | ↗ |
| 2025-05-14 | JORDAN JOSEPH HUGH | Director | A-Award | A | Class A Common | 271 | 0.00 | — | 1,053 | D | ↗ |
| 2025-05-14 | Fisher Cynthia A | Director | A-Award | A | Class A Common | 271 | 0.00 | — | 2,481 | D | ↗ |
| 2025-03-19 | O'Boyle Carolyn L. | Officer | A-Award | A | Class A Common | 120 | 146.26 | 17.6K | 13,037 | D | ↗ |
| 2025-03-19 | Murphy Matthew Donal | Officer | A-Award | A | Class A Common | 120 | 146.26 | 17.6K | 5,535 | D | ↗ |
| 2025-03-13 | VALETTE JEAN MICHEL | Director | S-Sale | D | Class A Common | 2,600 | 228.18 | 593.3K | 11,805 | D | ↗ |
| 2025-03-01 | Spillane Michael | Director / Officer | A-Award | A | Class A Common | 4,103 | 0.00 | — | 10,673 | D | ↗ |
| 2025-03-01 | Reynoso Diego | Officer | F-InKind | D | Class A Common | 426 | 243.77 | 103.8K | 15,746 | D | ↗ |
| 2025-03-01 | O'Boyle Carolyn L. | Officer | A-Award | A | Class A Common | 6,565 | 0.00 | — | 12,917 | D | ↗ |
| 2025-03-01 | Murphy Matthew Donal | Officer | A-Award | A | March 1, 2023 Stock Option | 257 | 323.80 | 83.2K | 257 | D | ↗ |
| 2025-03-01 | Lysyj Lesya | Officer | A-Award | A | March 1, 2021 Stock Option | 182 | 1,028.71 | 187.2K | 725 | D | ↗ |
| 2025-03-01 | Hodges Philip A. | Officer | F-InKind | D | Class A Common | 444 | 243.77 | 108.2K | 15,804 | D | ↗ |
| 2025-03-01 | HEATH TARA L. | Officer | A-Award | A | Class A Common | 8,207 | 0.00 | — | 12,090 | D | ↗ |
| 2025-03-01 | Fritsch Annette N | Officer | A-Award | A | March 1, 2023 Stock Option | 308 | 323.80 | 99.7K | 308 | D | ↗ |
| 2025-03-01 | Crowley Michael R. | Officer | A-Award | A | Class A Common | 8,207 | 0.00 | — | 10,947 | D | ↗ |
| 2025-01-02 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 62 | 301.76 | 18.7K | 6,655 | D | ↗ |
| 2024-12-02 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 62 | 316.24 | 19.6K | 6,717 | D | ↗ |
| 2024-11-01 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 62 | 292.74 | 18.1K | 6,779 | D | ↗ |
| 2024-10-01 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 62 | 288.86 | 17.9K | 6,841 | D | ↗ |
| 2024-09-03 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 63 | 274.90 | 17.3K | 6,903 | — | ↗ |
| 2024-08-13 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 63 | 274.90 | 17.3K | 6,966 | — | ↗ |
| 2024-07-31 | Stone Christopher Isaac | Director | A-Award | A | July 29, 2024 Stock Option | 1,590 | 290.91 | 462.5K | 1,590 | — | ↗ |
| 2024-07-31 | JORDAN JOSEPH HUGH | Director | A-Award | A | July 29, 2024 Stock Option | 1,590 | 290.91 | 462.5K | 1,590 | — | ↗ |
| 2024-07-29 | Stone Christopher Isaac | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-29 | JORDAN JOSEPH HUGH | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | VALETTE JEAN MICHEL | Director | A-Award | A | May 7, 2024 Stock Option | 568 | 268.20 | 152.3K | 568 | — | ↗ |
| 2024-05-07 | Swanson Cynthia | Director | A-Award | A | Class A Common | 243 | 0.00 | — | 665 | — | ↗ |
| 2024-05-07 | Nemeth Julio N | Director | A-Award | D | Class A Common | 243 | 0.00 | — | 447 | — | ↗ |
| 2024-05-07 | Joyce Meghan V. | Director | A-Award | A | Class A Common | 243 | 0.00 | — | 447 | — | ↗ |
| 2024-05-07 | Fisher Cynthia A | Director | A-Award | A | Class A Common | 243 | 0.00 | — | 2,210 | — | ↗ |
| 2024-04-01 | Spillane Michael | Director / Officer | M-Exempt | A | April 1, 2024 Stock Option | 21,205 | 304.42 | 6.46M | 21,205 | — | ↗ |
| 2024-04-01 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 101 | 303.49 | 30.7K | 7,029 | — | ↗ |
| 2024-03-18 | O'Boyle Carolyn L. | Officer | A-Award | A | Class A Common | 95 | 184.88 | 17.6K | 7,130 | — | ↗ |
| 2024-03-18 | Murphy Matthew Donal | Officer | A-Award | A | Class A Common | 95 | 184.88 | 17.6K | 3,978 | — | ↗ |
| 2024-03-01 | Reynoso Diego | Officer | F-InKind | D | Class A Common | 361 | 308.14 | 111.2K | 4,137 | — | ↗ |
| 2024-03-01 | O'Boyle Carolyn L. | Officer | A-Award | A | March 1, 2021 Stock Option | 156 | 1,028.71 | 160.5K | 467 | — | ↗ |
| 2024-03-01 | Murphy Matthew Donal | Officer | A-Award | A | May 15, 2023 Stock Option | 986 | 308.14 | 303.8K | 3,944 | — | ↗ |
| 2024-03-01 | Lysyj Lesya | Officer | A-Award | A | March 1, 2021 Stock Option | 181 | 1,028.71 | 186.2K | 544 | — | ↗ |
| 2024-03-01 | Hodges Philip A. | Officer | A-Award | A | May 24, 2023 Stock Option | 3,319 | 330.68 | 1.10M | 13,276 | — | ↗ |
| 2024-03-01 | HEATH TARA L. | Officer | A-Award | A | Class A Common | 1,300 | 0.00 | — | 4,040 | — | ↗ |
| 2024-03-01 | Fritsch Annette N | Officer | A-Award | A | Class A Common | 974 | 0.00 | — | 2,237 | — | ↗ |
| 2024-03-01 | Crowley Michael R. | Officer | F-InKind | D | Class A Common Stock | 152 | 308.14 | 46.8K | 1,562 | — | ↗ |
| 2024-03-01 | Burwick David A | Director / Officer | A-Award | A | March 1, 2021 Stock Option | 1,482 | 1,028.71 | 1.52M | 4,446 | — | ↗ |
| 2024-02-01 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 102 | 350.72 | 35.8K | 2,630 | — | ↗ |
| 2024-01-02 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 102 | 344.83 | 35.2K | 2,732 | — | ↗ |
| 2024-01-01 | Crowley Michael R. | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 1,723 | — | ↗ |
| 2023-12-01 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 102 | 354.90 | 36.2K | 2,834 | — | ↗ |
| 2023-11-13 | O'Boyle Carolyn L. | Officer | S-Sale | D | Class A Common | 102 | 333.96 | 34.1K | 2,936 | — | ↗ |
| 2023-11-03 | Fisher Cynthia A | Director | M-Exempt | A | Class A Common | 1,066 | 214.83 | 229.0K | 1,967 | — | ↗ |
| 2023-11-02 | Fisher Cynthia A | Director | M-Exempt | D | 6-4-2014 Stock Option | 1,066 | 214.83 | 229.0K | 0 | — | ↗ |
| 2023-10-31 | Reynoso Diego | Officer | A-Award | A | October 31, 2023 Stock Option | 9,717 | 333.50 | 3.24M | 9,717 | — | ↗ |
| 2023-10-31 | KOCH C JAMES | Director / Officer / 10% Owner | M-Exempt | A | Class A Common | 2,140 | 241.79 | 517.4K | 12,227 | — | ↗ |
| 2023-09-05 | Reynoso Diego | Officer | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-11 | Calagione Samuel A. III | Officer | S-Sale | D | Class A Common | 1,371 | 353.72 | 485.0K | 80,679 | — | ↗ |
| 2023-08-10 | Calagione Samuel A. III | Officer | S-Sale | D | Class A Common | 212 | 365.19 | 77.4K | 82,242 | — | ↗ |
| 2023-07-28 | Geist John C | Officer | M-Exempt | D | 1-1-2016 Stock Option | 3,524 | 201.91 | 711.5K | 13,048 | — | ↗ |
| 2023-07-03 | Swanson Cynthia | Director | A-Award | A | July 3, 2023 Stock Option | 856 | 308.44 | 264.0K | 856 | — | ↗ |
| 2023-07-01 | Swanson Cynthia | Director | — | D | Class A Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-06-05 | Geist John C | Officer | S-Sale | D | Class A Common | 4,365 | 342.04 | 1.49M | 5,573 | — | ↗ |
| 2023-05-24 | Hodges Philip A. | Officer | A-Award | A | May 24, 2023 Performance-Based Stock Option | 6,348 | 330.68 | 2.10M | 6,348 | D | ↗ |
| 2023-05-22 | Burwick David A | Director / Officer | M-Exempt | A | Class A Common | 1,644 | 151.49 | 249.0K | 49,554 | — | ↗ |
| 2023-05-17 | VALETTE JEAN MICHEL | Director | A-Award | A | May 17, 2023 Stock Option | 417 | 319.16 | 133.1K | 417 | — | ↗ |
| 2023-05-17 | Spillane Michael | Director | A-Award | A | Class A Common | 204 | 0.00 | — | 204 | — | ↗ |
| 2023-05-17 | Nemeth Julio N | Director | A-Award | A | May 17, 2023 Stock Option | 417 | 319.16 | 133.1K | 417 | — | ↗ |
| 2023-05-17 | Joyce Meghan V. | Director | A-Award | A | May 17, 2023 Stock Option | 417 | 319.16 | 133.1K | 417 | — | ↗ |
| 2023-05-17 | Fisher Cynthia A | Director | A-Award | A | Class A Common | 204 | 0.00 | — | 901 | — | ↗ |
| 2023-05-16 | Hodges Philip A. | Officer | — | D | Class A Common | 0 | 0.00 | — | 1,630 | — | ↗ |
| 2023-03-17 | O'Boyle Carolyn L. | Officer | A-Award | A | Class A Common | 78 | 226.66 | 17.7K | 3,038 | — | ↗ |
| 2023-03-17 | Murphy Matthew Donal | Officer | A-Award | A | Class A Common | 91 | 194.28 | 17.7K | 3,071 | — | ↗ |
| 2023-03-06 | Fritsch Annette N | Officer | S-Sale | D | Class A Common | 220 | 318.37 | 70.0K | 1,397 | — | ↗ |
| 2023-03-01 | Smalla Frank H. | Officer | A-Award | A | March 1, 2023 Stock Option | 3,084 | 323.80 | 998.6K | 3,084 | — | ↗ |
| 2023-03-01 | O'Boyle Carolyn L. | Officer | A-Award | A | March 1, 2021 Stock Option | 155 | 1,028.71 | 159.5K | 467 | — | ↗ |
| 2023-03-01 | Murphy Matthew Donal | Officer | A-Award | A | Class A Common | 387 | 0.00 | — | 2,980 | — | ↗ |
| 2023-03-01 | Lysyj Lesya | Officer | A-Award | A | March 1, 2023 Stock Option | 1,500 | 323.80 | 485.7K | 1,500 | D | ↗ |
| 2023-03-01 | HEATH TARA L. | Officer | F-InKind | D | Class A Common | 144 | 323.80 | 46.6K | 2,425 | — | ↗ |
| 2023-03-01 | Geist John C | Officer | A-Award | A | March 1, 2019 Stock Option | 637 | 312.56 | 199.1K | 1,911 | — | ↗ |
| 2023-03-01 | Fritsch Annette N | Officer | A-Award | A | Class A Common | 464 | 0.00 | — | 1,617 | — | ↗ |
| 2023-03-01 | Burwick David A | Director / Officer | A-Award | A | March 1, 2021 Stock Option | 1,482 | 1,028.71 | 1.52M | 4,446 | — | ↗ |
| 2023-02-08 | Smalla Frank H. | Officer | J-Other | D | Class A Common | 70 | 0.00 | — | 15,849 | — | ↗ |
| 2023-01-12 | O'Boyle Carolyn L. | Director / Officer | S-Sale | D | Class A Common | 50 | 350.00 | 17.5K | 2,326 | — | ↗ |
| 2023-01-03 | Smalla Frank H. | Director / Officer | F-InKind | D | Class A Common | 96 | 329.52 | 31.6K | 15,919 | — | ↗ |
| 2023-01-03 | HEATH TARA L. | Director / Officer | F-InKind | D | Class A Common | 37 | 329.52 | 12.2K | 2,569 | — | ↗ |
| 2023-01-03 | Geist John C | Director / Officer | F-InKind | D | Class A Common | 78 | 329.52 | 25.7K | 4,674 | — | ↗ |
| 2023-01-03 | Fritsch Annette N | Director | F-InKind | D | Class A Common | 15 | 329.52 | 4.9K | 1,260 | — | ↗ |
| 2023-01-03 | Burwick David A | Director | F-InKind | D | Class A Common | 282 | 329.52 | 92.9K | 42,852 | — | ↗ |
| 2022-12-14 | KOCH C JAMES | Director | G-Gift | A | Class A Common | 6,296 | 0.00 | — | 122,923 | — | ↗ |
| 2022-12-14 | Fisher Cynthia A | Director | G-Gift | A | Class A Common | 6,296 | 0.00 | — | 122,923 | — | ↗ |
| 2022-12-01 | O'Boyle Carolyn L. | Director / Officer | S-Sale | D | Class A Common | 50 | 386.43 | 19.3K | 2,376 | — | ↗ |
| 2022-11-01 | O'Boyle Carolyn L. | Director / Officer | S-Sale | D | Class A Common | 50 | 377.52 | 18.9K | 2,426 | — | ↗ |
| 2022-10-28 | Fisher Cynthia A | Director | M-Exempt | A | Class A Common | 297 | 151.49 | 45.0K | 697 | — | ↗ |
| 2022-10-26 | Fritsch Annette N | Director | S-Sale | D | Class A Common | 150 | 407.89 | 61.2K | 1,275 | — | ↗ |
| 2022-10-25 | KOCH C JAMES | Director | M-Exempt | D | 1-1-2013 Option Agreement | 4,725 | 0.00 | — | 0 | — | ↗ |
| 2022-10-25 | Geist John C | Director / Officer | M-Exempt | D | 1-1-2016 Stock Option | 5,000 | 0.00 | — | 6,524 | — | ↗ |
| 2022-10-10 | O'Boyle Carolyn L. | Director / Officer | S-Sale | D | Class A Common | 101 | 350.00 | 35.4K | 2,476 | — | ↗ |
| 2022-08-29 | Fritsch Annette N | Officer | — | D | Class A Common | 0 | 0.00 | — | 1,425 | — | ↗ |
| 2022-08-03 | O'Boyle Carolyn L. | Director / Officer | S-Sale | D | Class A Common | 251 | 381.73 | 95.8K | 2,593 | — | ↗ |
| 2022-08-01 | Grinnell David L. | Officer | S-Sale | D | Class A Common | 425 | 379.92 | 161.5K | 1,611 | — | ↗ |
| 2022-07-01 | Grinnell David L. | Director | S-Sale | D | Class A Common | 425 | 304.97 | 129.6K | 1,611 | — | ↗ |
| 2022-06-06 | Grinnell David L. | Director | S-Sale | D | Class A Common | 425 | 345.21 | 146.7K | 1,611 | — | ↗ |
| 2022-05-18 | VALETTE JEAN MICHEL | Director | A-Award | A | Stock Option | 635 | 356.62 | 226.5K | 635 | — | ↗ |
| 2022-05-18 | Spillane Michael | Director | A-Award | A | Stock Option | 635 | 0.00 | — | 635 | — | ↗ |
| 2022-05-18 | Nemeth Julio N | Director | A-Award | A | Stock Option | 635 | 0.00 | — | 635 | — | ↗ |
| 2022-05-18 | Lynton Michael | Director | A-Award | A | Stock Option | 635 | 0.00 | — | 635 | — | ↗ |
| 2022-05-18 | Joyce Meghan V. | Director | A-Award | A | Stock Option | 635 | 0.00 | — | 635 | — | ↗ |
| 2022-05-18 | Fisher Cynthia A | Director | A-Award | A | Stock Option | 635 | 0.00 | — | 635 | — | ↗ |
| 2022-05-18 | Burwick David A | Director / Officer | S-Sale | D | Class A Common | 302 | 336.81 | 101.7K | 45,106 | — | ↗ |
| 2022-04-30 | Burwick David A | Director | F-InKind | D | Class A Common | 2,902 | 375.00 | 1.09M | 43,134 | — | ↗ |
| 2022-04-01 | Geist John C | Director / Officer | M-Exempt | D | 1-1-2018 Stock Option | 1,008 | 0.00 | — | 0 | — | ↗ |
| 2022-03-16 | Smalla Frank H. | Director / Officer | A-Award | A | Class A Common | 77 | 230.08 | 17.7K | 16,135 | — | ↗ |
| 2022-03-16 | O'Boyle Carolyn L. | Director / Officer | A-Award | A | Class A Common | 57 | 306.77 | 17.5K | 2,828 | — | ↗ |
| 2022-03-16 | Murphy Matthew Donal | Director / Officer | A-Award | A | Class A Common | 77 | 230.08 | 17.7K | 2,593 | — | ↗ |
| 2022-03-11 | Smalla Frank H. | Director / Officer | J-Other | D | Class A Common | 120 | 0.00 | — | 16,015 | — | ↗ |
| 2022-03-03 | Troupe Quincy B | Officer | M-Exempt | A | Class A Common | 4,484 | 192.26 | 862.1K | 10,227 | — | ↗ |
| 2022-03-01 | Troupe Quincy B | Officer | A-Award | A | March 1, 2019 Stock Option | 477 | 312.56 | 149.1K | 1,073 | — | ↗ |
| 2022-03-01 | Smalla Frank H. | Officer | A-Award | A | March 1, 2022 Stock Option | 1,627 | 383.46 | 623.9K | 1,627 | — | ↗ |
| 2022-03-01 | O'Boyle Carolyn L. | Officer | F-InKind | D | Class A Common | 224 | 383.46 | 85.9K | 2,206 | — | ↗ |
| 2022-03-01 | Murphy Matthew Donal | Officer | A-Award | A | Class A Common | 783 | 0.00 | — | 2,516 | — | ↗ |
| 2022-03-01 | Lysyj Lesya | Officer | A-Award | A | Class A Common | 658 | 0.00 | — | 5,230 | — | ↗ |
| 2022-03-01 | HEATH TARA L. | Officer | A-Award | A | Class A Common | 783 | 0.00 | — | 2,606 | — | ↗ |
| 2022-03-01 | Grinnell David L. | Officer | A-Award | A | March 1, 2019 Stock Option | 331 | 312.56 | 103.5K | 792 | — | ↗ |
| 2022-03-01 | Geist John C | Officer | A-Award | A | March 1, 2019 Stock Option | 637 | 312.56 | 199.1K | 1,274 | — | ↗ |
| 2022-03-01 | Burwick David A | Director / Officer | A-Award | A | March 1, 2020 Stock Option | 2,343 | 370.79 | 868.8K | 7,029 | — | ↗ |
| 2022-01-12 | Smalla Frank H. | Officer | J-Other | D | Class A Common | 84 | 0.00 | — | 15,554 | — | ↗ |
| 2022-01-07 | Troupe Quincy B | Officer | M-Exempt | A | Class A Common | 119 | 312.56 | 37.2K | 5,661 | — | ↗ |
| 2022-01-03 | Troupe Quincy B | Officer | F-InKind | D | Class A Common | 85 | 505.10 | 42.9K | 5,190 | — | ↗ |
| 2022-01-03 | Smalla Frank H. | Officer | F-InKind | D | Class A Common | 97 | 505.10 | 49.0K | 15,638 | — | ↗ |
| 2022-01-03 | HEATH TARA L. | Officer | F-InKind | D | Class A Common | 66 | 505.10 | 33.3K | 1,899 | — | ↗ |
| 2022-01-03 | Grinnell David L. | Officer | F-InKind | D | Class A Common | 65 | 505.10 | 32.8K | 1,686 | — | ↗ |
| 2022-01-03 | Geist John C | Officer | S-Sale | D | Class A Common | 200 | 511.59 | 102.3K | 8,847 | — | ↗ |
| 2022-01-03 | Burwick David A | Director / Officer | F-InKind | D | Class A Common | 271 | 505.10 | 136.9K | 41,472 | — | ↗ |
| 2021-12-22 | KOCH C JAMES | Director / Officer / 10% Owner | G-Gift | D | Class A Common | 19,500 | 0.00 | — | 16,158 | — | ↗ |
| 2021-12-17 | KOCH C JAMES | Director / Officer / 10% Owner | G-Gift | A | Class A Common | 39,000 | 0.00 | — | 116,627 | — | ↗ |
| 2021-12-16 | Fisher Cynthia A | Director | G-Gift | A | Class A Common | 39,000 | 0.00 | — | 116,627 | — | ↗ |
| 2021-12-08 | Grinnell David L. | Officer | M-Exempt | D | 1-1-2018 Stock Option | 300 | 191.10 | 57.3K | 707 | — | ↗ |
| 2021-12-07 | Troupe Quincy B | Officer | M-Exempt | D | 1-1-18 Stock Option | 353 | 191.10 | 67.5K | 705 | — | ↗ |
| 2021-12-07 | KOCH C JAMES | Director / Officer / 10% Owner | M-Exempt | D | Stock Option (Right to Buy) | 4,800 | 108.56 | 521.1K | 0 | — | ↗ |
| 2021-11-12 | KOCH C JAMES | Director / Officer / 10% Owner | C-Conversion | A | Class A Common | 10,000 | 0.00 | — | 69,858 | — | ↗ |
| 2021-10-26 | Calagione Samuel A. III | Officer | S-Sale | D | Class A Common | 1,399 | 498.32 | 697.1K | 6,744 | — | ↗ |
| 2021-09-16 | Smalla Frank H. | Officer | J-Other | D | Class A Common | 4,768 | 0.00 | — | 15,735 | — | ↗ |
| 2021-09-03 | Smalla Frank H. | Officer | J-Other | D | Class A Common | 866 | 0.00 | — | 20,503 | — | ↗ |
| 2021-07-08 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 113 | 964.71 | 109.0K | 60,558 | — | ↗ |
| 2021-07-08 | Fisher Cynthia A | Director | J-Other | D | Class A Common | 3,656 | 0.00 | — | 0 | — | ↗ |
| 2021-07-07 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 200 | 953.83 | 190.8K | 63,658 | — | ↗ |
| 2021-07-06 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 936.68 | 93.7K | 65,458 | — | ↗ |
| 2021-07-02 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 300 | 952.49 | 285.7K | 68,558 | — | ↗ |
| 2021-07-01 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 981.66 | 98.2K | 70,658 | — | ↗ |
| 2021-06-30 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 200 | 1,025.27 | 205.1K | 73,458 | — | ↗ |
| 2021-06-29 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 213 | 1,030.94 | 219.6K | 75,845 | — | ↗ |
| 2021-06-28 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,044.04 | 104.4K | 78,063 | — | ↗ |
| 2021-06-25 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 200 | 1,026.54 | 205.3K | 80,729 | — | ↗ |
| 2021-06-24 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 800 | 1,012.99 | 810.4K | 83,658 | — | ↗ |
| 2021-06-23 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,016.33 | 101.6K | 84,858 | — | ↗ |
| 2021-06-22 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,005.13 | 100.5K | 87,358 | — | ↗ |
| 2021-06-21 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 300 | 987.45 | 296.2K | 90,874 | — | ↗ |
| 2021-06-18 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 300 | 971.91 | 291.6K | 93,958 | — | ↗ |
| 2021-06-17 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 995.39 | 99.5K | 94,858 | — | ↗ |
| 2021-06-16 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 200 | 1,004.55 | 200.9K | 98,358 | — | ↗ |
| 2021-06-15 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 164 | 1,012.34 | 166.0K | 100,658 | — | ↗ |
| 2021-06-14 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 200 | 1,032.11 | 206.4K | 102,358 | — | ↗ |
| 2021-06-11 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 300 | 1,035.33 | 310.6K | 105,558 | — | ↗ |
| 2021-06-10 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 312 | 1,038.23 | 323.9K | 108,461 | — | ↗ |
| 2021-06-09 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 226 | 1,041.01 | 235.3K | 111,558 | — | ↗ |
| 2021-06-09 | Burwick David A | Director / Officer | S-Sale | D | Class A Common | 200 | 1,086.05 | 217.2K | 41,743 | — | ↗ |
| 2021-06-08 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 700 | 1,093.50 | 765.5K | 112,861 | — | ↗ |
| 2021-06-07 | Troupe Quincy B | Officer | M-Exempt | D | Stock Option (Right to Buy) | 119 | 312.56 | 37.2K | 357 | — | ↗ |
| 2021-06-07 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 200 | 1,074.97 | 215.0K | 116,758 | — | ↗ |
| 2021-06-04 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 10 | 1,105.68 | 11.1K | 118,048 | — | ↗ |
| 2021-06-03 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,080.73 | 108.1K | 121,058 | — | ↗ |
| 2021-06-02 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 300 | 1,060.42 | 318.1K | 123,457 | — | ↗ |
| 2021-06-01 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,053.45 | 105.3K | 126,258 | — | ↗ |
| 2021-05-28 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,057.69 | 105.8K | 128,958 | — | ↗ |
| 2021-05-27 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,089.11 | 108.9K | 131,058 | — | ↗ |
| 2021-05-26 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 300 | 1,102.19 | 330.7K | 133,658 | — | ↗ |
| 2021-05-25 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,088.90 | 108.9K | 136,458 | — | ↗ |
| 2021-05-24 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 500 | 1,054.25 | 527.1K | 138,258 | — | ↗ |
| 2021-05-21 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,050.15 | 105.0K | 140,558 | — | ↗ |
| 2021-05-20 | KOCH C JAMES | Director / Officer / 10% Owner | S-Sale | D | Class A Common | 100 | 1,062.51 | 106.3K | 143,058 | — | ↗ |
| 2021-05-19 | VALETTE JEAN MICHEL | Director | A-Award | A | Stock Option (Right to Buy) | 237 | 1,061.71 | 251.6K | 237 | — | ↗ |
| 2021-05-19 | Spillane Michael | Director | A-Award | A | Stock Option (Right to Buy) | 237 | 1,061.71 | 251.6K | 237 | — | ↗ |
Executive team
Top executives
EBIT / Employee
60.5K
Shares Outstanding
10.73M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Phil Hodges Chief Operating Officer | 647.3K | 461.2K | 7.00M | 9.00M | — | 96.5K | 17.21M | 93.00% | ↗ |
| 2 | 2025 | Michael Spillane Former President & CEO | 803.5K | 874.3K | 1.00M | 6.20M | — | 14.7K | 8.89M | 80.97% | ↗ |
| 3 | 2025 | Diego Reynoso Chief Financial Officer | 639.1K | 455.4K | 3.50M | — | — | 14.7K | 4.61M | 75.94% | ↗ |
| 4 | 2025 | Michael Crowley Chief Sales Officer | 443.3K | 252.7K | 2.00M | — | — | 18.3K | 2.71M | 73.69% | ↗ |
| 5 | 2025 | Tara Heath Chief Legal Officer, General Counsel | 417.7K | 238.1K | 2.00M | — | — | 16.1K | 2.67M | 74.86% | ↗ |
| 6 | 2025 | Jim Koch CEO, Brewer & Founder | — | — | — | — | — | 5.7K | 5.7K | 0.00% | ↗ |
| 7 | 2024 | Michael Spillane Former President & CEO | 695.4K | 2.58M | 2.00M | 3.00M | — | 14.3K | 8.29M | 60.31% | ↗ |
| 8 | 2024 | Michael Spillane President & CEO | 695.4K | 2.58M | 2.00M | 3.00M | — | 14.3K | 8.29M | 60.31% | ↗ |
| 9 | 2024 | Lesya Lysyj Chief Marketing Officer | 542.4K | 334.9K | 1.50M | — | — | 15.9K | 2.39M | 62.68% | ↗ |
| 10 | 2024 | Carolyn O’Boyle Chief People Officer | 527.5K | 325.7K | 1.50M | — | — | 15.9K | 2.37M | 63.32% | ↗ |
| 11 | 2024 | Diego Reynoso Chief Financial Officer | 619.4K | 382.5K | 800.5K | — | — | 14.7K | 1.82M | 44.06% | ↗ |
| 12 | 2024 | Diego Reynoso Treasurer & Chief Financial Officer | 619.4K | 382.5K | 800.5K | — | — | 14.7K | 1.82M | 44.06% | ↗ |
| 13 | 2024 | David A. Burwick (Former) President & CEO | 877.1K | 232.3K | — | — | — | 14.3K | 1.12M | 0.00% | ↗ |
| 14 | 2024 | Michael Crowley Chief Sales Officer | 414.0K | 196.7K | 415.4K | — | — | 19.6K | 1.05M | 39.72% | ↗ |
| 15 | 2024 | Phil Hodges Chief Operating Officer | 629.9K | 359.0K | — | — | — | 41.3K | 1.03M | 0.00% | ↗ |
| 16 | 2024 | Tara Heath Chief Legal Officer, General Counsel | 380.1K | 198.6K | 400.6K | — | — | 32.7K | 1.01M | 39.58% | ↗ |
| 17 | 2024 | Jim Koch CEO, Brewer & Founder | 478.4K | — | — | — | — | 14.7K | 493.1K | 0.00% | ↗ |
| 18 | 2023 | Phil Hodges Chief Operating Officer | 376.1K | 214.5K | 5.00M | 3.00M | — | 668.2K | 9.26M | 86.40% | ↗ |
| 19 | 2023 | Philip A. Hodges Chief Supply Chain Officer | 376.1K | 214.5K | 5.00M | 3.00M | — | 668.2K | 9.26M | 86.40% | ↗ |
| 20 | 2023 | David A. Burwick (Former) President & CEO | 860.5K | 1.03M | 2.00M | 2.00M | — | 14.1K | 5.91M | 67.71% | ↗ |
| 21 | 2023 | David A. Burwick President & CEO | 860.5K | 1.03M | 2.00M | 2.00M | — | 14.1K | 5.91M | 67.71% | ↗ |
| 22 | 2023 | Diego Reynoso Chief Financial Officer | 184.6K | 111.0K | 1.50M | 1.50M | — | 608.4K | 3.90M | 76.85% | ↗ |
| 23 | 2023 | Diego Reynoso Treasurer & Chief Financial Officer | 184.6K | 111.0K | 1.50M | 1.50M | — | 608.4K | 3.90M | 76.85% | ↗ |
| 24 | 2023 | John C. Geist Chief Sales Officer | 606.3K | 432.0K | 500.3K | 500.1K | — | 21.2K | 2.06M | 48.56% | ↗ |
| 25 | 2023 | Matthew D. Murphy Vice President, Finance & Chief Accounting Officer | 379.7K | 189.9K | 125.3K | 725.1K | — | 31.4K | 1.45M | 58.59% | ↗ |
| 26 | 2023 | Lesya Lysyj Chief Marketing Officer | 527.5K | 332.5K | 275.2K | 275.2K | — | 30.0K | 1.44M | 38.21% | ↗ |
| 27 | 2023 | Carolyn O’Boyle Chief People Officer | 512.1K | 338.0K | 275.2K | 275.2K | — | 15.5K | 1.42M | 38.87% | ↗ |
| 28 | 2023 | Frank H. Smalla (Former) Treasurer & Chief Financial Officer | 185.0K | — | 500.3K | 500.1K | — | 21.6K | 1.21M | 82.88% | ↗ |
| 29 | 2023 | Jim Koch CEO, Brewer & Founder | 464.5K | 455.2K | — | — | — | 14.1K | 933.8K | 0.00% | ↗ |
| 30 | 2023 | Tara Heath Chief Legal Officer, General Counsel | 348.2K | 174.3K | 175.2K | 175.1K | — | 32.6K | 905.4K | 38.69% | ↗ |
| 31 | 2023 | Michael Crowley Chief Sales Officer | 320.3K | 154.0K | 225.1K | — | — | 18.3K | 717.7K | 31.36% | ↗ |
| 32 | 2023 | Michael Spillane Former President & CEO | 115.0K | — | 65.1K | 65.1K | — | — | 245.2K | 53.10% | ↗ |
| 33 | 2023 | Michael Spillane President & CEO | 115.0K | — | 65.1K | 65.1K | — | — | 245.2K | 53.10% | ↗ |
| 34 | 2022 | David A. Burwick (Former) President & CEO | 835.5K | — | 2.00M | 2.00M | — | 13.1K | 4.85M | 82.50% | ↗ |
| 35 | 2022 | David A. Burwick President & CEO | 835.5K | — | 2.00M | 2.00M | — | 13.1K | 4.85M | 82.50% | ↗ |
| 36 | 2022 | Quincy B. Troupe Senior Vice President, Supply Chain | 138.7K | — | — | — | — | 1.21M | 1.35M | 0.00% | ↗ |
| 37 | 2022 | Frank H. Smalla Treasurer & CFO | 592.6K | 142.3K | 289.9K | 289.8K | — | 33.8K | 1.35M | 42.99% | ↗ |
| 38 | 2022 | Frank H. Smalla (Former) Treasurer & Chief Financial Officer | 592.6K | 142.3K | 289.9K | 289.8K | — | 33.8K | 1.35M | 42.99% | ↗ |
| 39 | 2022 | John C. Geist Chief Sales Officer | 592.6K | 142.3K | 289.9K | 289.8K | — | 20.7K | 1.34M | 43.41% | ↗ |
| 40 | 2022 | Lesya Lysyj Chief Marketing Officer | 515.6K | 84.0K | 252.3K | 252.0K | — | 28.1K | 1.13M | 44.55% | ↗ |
| 41 | 2022 | Carolyn O’Boyle Chief People Officer | 484.4K | 137.5K | 216.7K | 216.4K | — | 15.4K | 1.07M | 40.46% | ↗ |
| 42 | 2022 | Matthew D. Murphy Vice President, Finance & Chief Accounting Officer | 366.3K | 66.0K | 300.2K | — | — | 28.2K | 760.7K | 39.47% | ↗ |
| 43 | 2022 | Michael Crowley Chief Sales Officer | 294.5K | 77.0K | 150.2K | — | — | 19.4K | 541.1K | 27.76% | ↗ |
| 44 | 2022 | Michael Spillane President & CEO | 42.0K | — | — | 115.0K | — | — | 157.0K | 73.25% | ↗ |
| 45 | 2021 | David A. Burwick President & CEO | 826.3K | — | 7.00M | 7.00M | — | 12.9K | 14.84M | 94.35% | ↗ |
| 46 | 2021 | John C. Geist Chief Sales Officer | 575.4K | — | 281.9K | 281.2K | — | 20.7K | 1.16M | 48.57% | ↗ |
| 47 | 2021 | Frank H. Smalla Treasurer & CFO | 575.4K | — | 281.9K | 281.2K | — | 13.9K | 1.15M | 48.86% | ↗ |
| 48 | 2021 | Frank H. Smalla (Former) Treasurer & Chief Financial Officer | 575.4K | — | 281.9K | 281.2K | — | 13.9K | 1.15M | 48.86% | ↗ |
| 49 | 2021 | Quincy B. Troupe Senior Vice President, Supply Chain | 511.5K | — | 251.0K | 250.2K | — | 26.1K | 1.04M | 48.24% | ↗ |
| 50 | 2021 | Lesya Lysyj Chief Marketing Officer | 500.5K | — | 244.8K | 244.8K | — | 19.3K | 1.01M | 48.50% | ↗ |
| 51 | 2021 | Carolyn O’Boyle Chief People Officer | 429.7K | — | 210.9K | 210.1K | — | 13.9K | 864.6K | 48.69% | ↗ |
| 52 | 2021 | Matthew D. Murphy Vice President, Finance & Chief Accounting Officer | 355.7K | 8.5K | 150.2K | — | — | 25.6K | 540.0K | 27.82% | ↗ |
| 53 | 2020 | Frank H. Smalla Treasurer & CFO | 556.2K | — | 3.27M | 267.9K | 1.04M | 13.7K | 5.15M | 68.67% | ↗ |
| 54 | 2020 | David A. Burwick President & CEO | 790.3K | — | 999.7K | 999.9K | 1.98M | 12.7K | 4.78M | 41.85% | ↗ |
| 55 | 2020 | John C. Geist Chief Sales Officer | 556.2K | — | 1.27M | 267.9K | 834.3K | 21.4K | 2.95M | 52.09% | ↗ |
| 56 | 2020 | Quincy B. Troupe Senior Vice President, Supply Chain | 449.6K | — | 1.70M | 200.4K | 562.0K | 14.7K | 2.93M | 64.93% | ↗ |
| 57 | 2020 | Carolyn L. O’Boyle Chief People Officer | 347.3K | — | 999.7K | 999.9K | 525.0K | 10.6K | 2.88M | 69.37% | ↗ |
| 58 | 2020 | Carolyn O’Boyle Chief People Officer | 347.3K | — | 999.7K | 999.9K | 525.0K | 10.6K | 2.88M | 69.37% | ↗ |
| 59 | 2020 | Lesya Lysyj Chief Marketing Officer | 486.0K | — | 237.3K | 237.4K | 607.5K | 12.7K | 1.58M | 30.03% | ↗ |
| 60 | 2019 | David A. Burwick President & CEO | 767.3K | — | 999.9K | 999.3K | 1.43M | 10.2K | 4.21M | 47.47% | ↗ |
| 61 | 2019 | Lesya Lysyj Chief Marketing Officer | 319.7K | — | 1.50M | 1.50M | 452.1K | 10.2K | 3.78M | 79.32% | ↗ |
| 62 | 2019 | John C. Geist Chief Sales Officer | 532.0K | 50.0K | 259.7K | 259.9K | 621.9K | 17.8K | 1.74M | 29.84% | ↗ |
| 63 | 2019 | Frank H. Smalla Treasurer & CFO | 532.0K | 50.0K | 259.7K | 259.9K | 621.9K | 11.2K | 1.73M | 29.95% | ↗ |
| 64 | 2019 | Quincy B. Troupe Senior Vice President, Supply Chain | 398.0K | — | 194.4K | 194.4K | 372.1K | 11.2K | 1.17M | 33.23% | ↗ |
| 65 | 2018 | David A. Burwick President & CEO | 562.5K | 1.60M | 14.75M | 1.00M | 1.52M | 609.5K | 20.06M | 78.52% | ↗ |
| 66 | 2018 | Frank H. Smalla Treasurer & CFO | 516.5K | — | 250.0K | 250.0K | 626.0K | 63.5K | 1.71M | 29.30% | ↗ |
| 67 | 2018 | John C. Geist Chief Sales Officer | 516.5K | — | 250.0K | 250.0K | 626.0K | 17.6K | 1.66M | 30.11% | ↗ |
| 68 | 2018 | C. James Koch Chairman | 412.7K | — | 125.0K | 125.0K | 833.6K | 10.0K | 1.52M | 16.46% | ↗ |
| 69 | 2018 | Jonathan N. Potter Chief Marketing Officer | 284.8K | 695.5K | 199.9K | 200.0K | — | 54.0K | 1.43M | 27.88% | ↗ |
| 70 | 2018 | Quincy B. Troupe Senior Vice President, Supply Chain | 380.8K | — | 199.9K | 175.0K | 384.6K | 11.0K | 1.16M | 32.40% | ↗ |
| 71 | 2018 | Quincy B. Troupe Sr. Vice President Supply Chain | 380.8K | — | 199.9K | 175.0K | 384.6K | 11.0K | 1.16M | 32.40% | ↗ |
| 72 | 2018 | Martin F. Roper Former President & CEO | 510.0K | 27.8K | — | — | — | 27.9K | 565.6K | 0.00% | ↗ |
| 73 | 2017 | Martin F. Roper Former President & CEO | 783.0K | 780.0K | — | — | 229.3K | 9.9K | 1.80M | 0.00% | ↗ |
| 74 | 2017 | Martin F. Roper President & CEO | 783.0K | 780.0K | — | — | 229.3K | 9.9K | 1.80M | 0.00% | ↗ |
| 75 | 2017 | Frank H. Smalla Treasurer & CFO | 505.0K | — | — | — | 252.7K | 127.7K | 885.5K | 0.00% | ↗ |
| 76 | 2017 | Jonathan N. Potter Chief Marketing Officer | 479.8K | 250.0K | — | — | 200.1K | 196.9K | 876.7K | 0.00% | ↗ |
| 77 | 2017 | C. James Koch Chairman | 405.0K | — | — | 225.0K | 148.2K | 9.9K | 788.1K | 28.55% | ↗ |
| 78 | 2017 | John C. Geist Chief Sales Officer | 505.0K | — | — | — | 252.7K | 9.9K | 767.6K | 0.00% | ↗ |
| 79 | 2017 | Quincy B. Troupe Sr. Vice President Supply Chain | 352.7K | — | — | — | 147.4K | 9.9K | 510.0K | 0.00% | ↗ |
| 80 | 2017 | David A. Burwick President & CEO | 41.0K | — | — | 115.0K | — | — | 156.0K | 73.72% | ↗ |
| 81 | 2016 | Martin F. Roper President & CEO | 783.0K | — | — | 22.50M | 100.1K | 9.7K | 23.39M | 96.18% | ↗ |
| 82 | 2016 | Martin F. Roper Former President & CEO | 783.0K | — | — | 22.50M | 100.1K | 9.7K | 23.39M | 96.18% | ↗ |
| 83 | 2016 | Frank H. Smalla Treasurer & CFO | 500.0K | — | 999.9K | 4.00M | 47.9K | 116.1K | 5.66M | 88.28% | ↗ |
| 84 | 2016 | John C. Geist Chief Sales Officer | 500.0K | — | — | 4.84M | 47.9K | 19.6K | 5.41M | 89.50% | ↗ |
| 85 | 2016 | Jonathan N. Potter Chief Marketing Officer | 201.0K | — | 599.8K | 2.75M | 16.1K | 77.3K | 3.64M | 91.92% | ↗ |
| 86 | 2016 | Quincy B. Troupe Sr. Vice President Supply Chain | 350.0K | — | 749.8K | 2.00M | 26.4K | 32.4K | 3.14M | 87.62% | ↗ |
| 87 | 2016 | Quincy B. Troupe Senior Vice President, Supply Chain | 329.8K | — | 749.8K | 2.00M | 26.4K | 32.4K | 3.14M | 87.62% | ↗ |
| 88 | 2016 | C. James Koch Chairman | 405.0K | — | — | 223.2K | 64.7K | 9.7K | 702.7K | 31.77% | ↗ |
| 89 | 2016 | William F. Urich Former Treasurer & CFO | 62.5K | — | — | — | — | 111.4K | 173.9K | 0.00% | ↗ |
| 90 | 2016 | David A. Burwick President & CEO | 41.0K | — | — | 115.0K | — | — | 156.0K | 73.71% | ↗ |
| 91 | 2015 | William F. Urich Former Treasurer & CFO | 450.0K | 150.0K | — | 403.6K | 146.3K | 10.2K | 1.16M | 34.79% | ↗ |
| 92 | 2015 | William F. Urich Treasurer & Chief Financial Officer | 450.0K | 150.0K | — | 403.6K | 146.3K | 10.2K | 1.16M | 34.79% | ↗ |
| 93 | 2015 | John C. Geist Chief Sales Officer | 450.0K | — | — | 403.6K | 85.5K | 10.2K | 949.3K | 42.51% | ↗ |
| 94 | 2015 | John C. Geist Vice President of Sales | 450.0K | — | — | 403.6K | 85.5K | 10.2K | 949.3K | 42.51% | ↗ |
| 95 | 2015 | Martin F. Roper President & Chief Executive Officer | 783.0K | — | — | — | 94.0K | 10.2K | 887.2K | 0.00% | ↗ |
| 96 | 2015 | Martin F. Roper President & CEO | 783.0K | — | — | — | 94.0K | 10.2K | 887.2K | 0.00% | ↗ |
| 97 | 2015 | C. James Koch Chairman | 405.0K | — | — | 257.0K | 81.0K | 10.2K | 753.2K | 34.12% | ↗ |
| 98 | 2015 | Robert P. Pagano Vice President of Brand Development | 357.0K | — | — | 257.0K | 69.6K | 10.2K | 693.8K | 37.04% | ↗ |
| 99 | 2014 | Martin F. Roper President & CEO | 764.0K | — | — | — | 443.1K | 10.1K | 1.22M | 0.00% | ↗ |
| 100 | 2014 | Martin F. Roper President & Chief Executive Officer | 764.0K | — | — | — | 443.1K | 10.1K | 1.22M | 0.00% | ↗ |
| 101 | 2014 | C. James Koch Chairman | 395.0K | — | — | 236.3K | 276.5K | 10.1K | 917.8K | 25.74% | ↗ |
| 102 | 2014 | Robert P. Pagano Vice President of Brand Development | 348.0K | — | — | 236.3K | 123.5K | 10.1K | 717.9K | 32.91% | ↗ |
| 103 | 2014 | William F. Urich Former Treasurer & CFO | 428.0K | — | — | — | 203.3K | 10.1K | 641.4K | 0.00% | ↗ |
| 104 | 2014 | William F. Urich Treasurer & Chief Financial Officer | 428.0K | — | — | — | 203.3K | 10.1K | 641.4K | 0.00% | ↗ |
| 105 | 2014 | John C. Geist Vice President of Sales | 428.0K | — | — | — | 178.7K | 10.1K | 616.8K | 0.00% | ↗ |
| 106 | 2014 | John C. Geist Chief Sales Officer | 428.0K | — | — | — | 178.7K | 10.1K | 616.8K | 0.00% | ↗ |
| 107 | 2014 | C. James Koch Chairman | — | — | — | — | — | — | — | — | ↗ |
| 108 | 2014 | Robert P. Pagano | — | — | — | — | — | — | — | — | ↗ |
| 109 | 2014 | Thomas W. Lance Vice President of Operations | — | — | — | — | — | — | — | — | ↗ |
| 110 | 2014 | Martin F. Roper President Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 111 | 2014 | John C. Geist Vice President of Sales | — | — | — | — | — | — | — | — | ↗ |
| 112 | 2014 | William F. Urich Treasurer Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 113 | 2013 | Martin F. Roper President & Chief Executive Officer | 740.0K | — | — | — | 769.6K | 9.9K | 1.52M | 0.00% | ↗ |
| 114 | 2013 | C. James Koch Chairman | 395.0K | — | — | 273.4K | 316.0K | 9.9K | 994.3K | 27.49% | ↗ |
| 115 | 2013 | William F. Urich Treasurer & Chief Financial Officer | 407.9K | — | — | — | 199.9K | 9.9K | 617.7K | 0.00% | ↗ |
| 116 | 2013 | John C. Geist Vice President of Sales | 400.0K | 25.0K | — | — | 162.5K | 9.9K | 597.4K | 0.00% | ↗ |
| 117 | 2013 | Robert P. Pagano Vice President of Brand Development | 336.0K | — | — | — | 152.9K | 9.9K | 498.8K | 0.00% | ↗ |
| 118 | 2013 | C. James Koch Chairman | — | — | — | — | — | — | — | — | ↗ |
| 119 | 2013 | Thomas W. Lance Vice President of Operations | — | — | — | — | — | — | — | — | ↗ |
| 120 | 2013 | Martin F. Roper President Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 121 | 2013 | John C. Geist Vice President of Sales | — | — | — | — | — | — | — | — | ↗ |
| 122 | 2013 | William F. Urich Treasurer Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 123 | 2012 | Martin F. Roper President Chief Executive Officer | 714.5K | — | — | — | 328.7K | 9.3K | 1.05M | 0.00% | ↗ |
| 124 | 2012 | Martin F. Roper President Chief Executive Officer | 714.5K | — | — | — | 328.7K | 9.3K | 1.05M | 0.00% | ↗ |
| 125 | 2012 | C. James Koch Chairman | 390.0K | — | — | — | 195.0K | 9.3K | 817.9K | 0.00% | ↗ |
| 126 | 2012 | C. James Koch Chairman | 390.0K | — | — | 223.6K | 195.0K | 9.3K | 817.9K | 27.34% | ↗ |
| 127 | 2012 | Thomas W. Lance Vice President of Operations | 348.0K | — | — | 223.6K | 140.5K | 9.3K | 721.5K | 31.00% | ↗ |
| 128 | 2012 | Thomas W. Lance Vice President of Operations | 348.0K | — | — | — | 140.5K | 9.3K | 721.5K | 0.00% | ↗ |
| 129 | 2012 | William F. Urich Treasurer Chief Financial Officer | 396.0K | — | — | — | 194.0K | 9.3K | 599.4K | 0.00% | ↗ |
| 130 | 2012 | William F. Urich Treasurer Chief Financial Officer | 396.0K | — | — | — | 194.0K | 9.3K | 599.4K | 0.00% | ↗ |
| 131 | 2012 | John C. Geist Vice President of Sales | 355.0K | — | — | — | 163.1K | 9.3K | 527.4K | 0.00% | ↗ |
| 132 | 2012 | John C. Geist Vice President of Sales | 355.0K | 30.0K | — | — | 133.1K | 9.3K | 527.4K | 0.00% | ↗ |
| 133 | 2011 | John C. Geist Vice President of Sales | 336.0K | — | — | — | 100.8K | 9.2K | 4.08M | 0.00% | ↗ |
| 134 | 2011 | John C. Geist Vice President of Sales | 336.0K | — | — | 3.63M | 100.8K | 9.2K | 4.08M | 89.06% | ↗ |
| 135 | 2011 | William F. Urich Treasurer Chief Financial Officer | 385.0K | — | — | — | 159.8K | 9.2K | 3.44M | 0.00% | ↗ |
| 136 | 2011 | William F. Urich Treasurer Chief Financial Officer | 385.0K | — | — | 2.88M | 159.8K | 9.2K | 3.44M | 83.89% | ↗ |
| 137 | 2011 | Martin F. Roper President Chief Executive Officer | 700.5K | — | — | — | 224.2K | 9.2K | 933.8K | 0.00% | ↗ |
| 138 | 2011 | Martin F. Roper President Chief Executive Officer | 700.5K | — | — | — | 224.2K | 9.2K | 933.8K | 0.00% | ↗ |
| 139 | 2011 | C. James Koch Chairman | 382.5K | — | — | — | 153.0K | 9.2K | 754.2K | 0.00% | ↗ |
| 140 | 2011 | C. James Koch Chairman | 382.5K | — | — | 209.5K | 153.0K | 9.2K | 754.2K | 27.78% | ↗ |
| 141 | 2011 | Thomas W. Lance Vice President of Operations | 338.0K | — | — | — | 136.7K | 9.2K | 693.4K | 0.00% | ↗ |
| 142 | 2011 | Thomas W. Lance Vice President of Operations | 338.0K | — | — | 209.5K | 136.7K | 9.2K | 693.4K | 30.21% | ↗ |
| 143 | 2010 | Martin F. Roper President Chief Executive Officer | 686.8K | — | — | — | 398.3K | 9.2K | 1.09M | 0.00% | ↗ |
| 144 | 2010 | Martin F. Roper President Chief Executive Officer | 686.8K | — | — | — | 398.3K | 9.2K | 1.09M | 0.00% | ↗ |
| 145 | 2010 | William F. Urich Treasurer Chief Financial Officer | 372.0K | — | — | 380.4K | 176.7K | 9.2K | 938.3K | 40.55% | ↗ |
| 146 | 2010 | William F. Urich Treasurer Chief Financial Officer | 372.0K | — | — | 380.4K | 176.7K | 9.2K | 938.3K | 40.55% | ↗ |
| 147 | 2010 | C. James Koch Chairman | 375.0K | — | — | 190.2K | 262.5K | 9.2K | 836.9K | 22.73% | ↗ |
| 148 | 2010 | C. James Koch Chairman | 375.0K | — | — | 190.2K | 262.5K | 9.2K | 836.9K | 22.73% | ↗ |
| 149 | 2010 | John C. Geist Vice President of Sales | 315.0K | — | — | 380.4K | 127.6K | 9.2K | 832.2K | 45.72% | ↗ |
| 150 | 2010 | John C. Geist Vice President of Sales | 315.0K | — | — | 380.4K | 127.6K | 9.2K | 832.2K | 45.72% | ↗ |
| 151 | 2010 | Thomas W. Lance Vice President of Operations | 329.0K | — | — | — | 141.7K | 9.2K | 479.9K | 0.00% | ↗ |
| 152 | 2010 | Thomas W. Lance Vice President of Operations | 329.0K | — | — | — | 141.7K | 9.2K | 479.9K | 0.00% | ↗ |
| 153 | 2009 | Martin F. Roper President Chief Executive Officer | 666.8K | — | — | — | 373.4K | 9.2K | 1.05M | 0.00% | ↗ |
| 154 | 2009 | Martin F. Roper President Chief Executive Officer | 666.8K | — | — | — | 373.4K | 9.2K | 1.05M | 0.00% | ↗ |
| 155 | 2009 | Thomas W. Lance Vice President of Operations | 320.0K | — | — | 425.8K | 103.7K | 9.2K | 858.6K | 49.59% | ↗ |
| 156 | 2009 | Thomas W. Lance Vice President of Operations | 320.0K | — | — | 425.8K | 103.7K | 9.2K | 858.6K | 49.59% | ↗ |
| 157 | 2009 | William F. Urich Treasurer Chief Financial Officer | 362.0K | — | — | 265.3K | 130.3K | 9.2K | 766.8K | 34.60% | ↗ |
| 158 | 2009 | William F. Urich Treasurer Chief Financial Officer | 362.0K | — | — | 265.3K | 130.3K | 9.2K | 766.8K | 34.60% | ↗ |
| 159 | 2009 | Robert H. Hall Vice President of Brand Development | 378.0K | 104.0K | — | 159.2K | — | — | 650.3K | 24.48% | ↗ |
| 160 | 2009 | John C. Geist Vice President of Sales | 300.0K | — | — | 265.3K | 73.5K | 9.2K | 647.9K | 40.94% | ↗ |
| 161 | 2009 | John C. Geist Vice President of Sales | 300.0K | — | — | 265.3K | 73.5K | 9.2K | 647.9K | 40.94% | ↗ |
| 162 | 2009 | C. James Koch Chairman | 273.0K | — | — | 127.3K | 136.5K | 9.2K | 546.0K | 23.32% | ↗ |
| 163 | 2009 | C. James Koch Chairman | 273.0K | — | — | 127.3K | 136.5K | 9.2K | 546.0K | 23.32% | ↗ |
| 164 | 2008 | Martin F. Roper President Chief Executive Officer | 666.8K | — | — | 6.34M | 400.0K | 7.7K | 7.42M | 85.51% | ↗ |
| 165 | 2008 | William F. Urich Treasurer Chief Financial Officer | 352.0K | — | — | 330.3K | 144.3K | 7.7K | 834.3K | 39.59% | ↗ |
| 166 | 2008 | John C. Geist Vice President of Sales | 290.0K | — | — | 330.3K | 120.4K | 7.7K | 748.3K | 44.14% | ↗ |
| 167 | 2008 | Robert H. Hall Vice President of Brand Development | 370.0K | 124.9K | — | 215.4K | — | — | 718.0K | 30.00% | ↗ |
| 168 | 2008 | C. James Koch Chairman | 273.0K | — | — | — | 136.5K | 7.7K | 589.5K | 0.00% | ↗ |
| 169 | 2008 | Thomas W. Lance Vice President of Operations | 312.0K | — | — | — | 129.9K | 7.7K | 449.6K | 0.00% | ↗ |
| 170 | 2007 | Martin F. Roper President Chief Executive Officer | 635.0K | 584.2K | — | 3.49M | — | — | 4.72M | 73.99% | ↗ |
| 171 | 2007 | Thomas W. Lance Vice President of Operations | 282.7K | 127.2K | 347.0K | 1.05M | — | — | 1.81M | 77.09% | ↗ |
| 172 | 2007 | Robert H. Hall Vice President of Brand Development | 355.0K | 142.0K | — | 181.1K | — | — | 685.6K | 26.41% | ↗ |
| 173 | 2007 | William F. Urich Treasurer Chief Financial Officer | 334.0K | 148.6K | — | 116.4K | — | — | 606.6K | 19.19% | ↗ |
| 174 | 2007 | C. James Koch Chairman | 260.0K | 195.0K | — | 113.9K | — | 7.5K | 576.4K | 19.75% | ↗ |
| 175 | 2006 | Martin F. Roper President Chief Executive Officer | 606.7K | 798.6K | — | 1.02M | — | 7.4K | 2.43M | 41.90% | ↗ |
| 176 | 2006 | William F. Urich Chief Financial Officer Treasurer | 318.0K | 150.0K | — | — | — | 7.4K | 754.9K | 0.00% | ↗ |
| 177 | 2006 | William F. Urich Treasurer Chief Financial Officer | 318.0K | 150.0K | — | 279.5K | — | 7.4K | 754.9K | 37.02% | ↗ |
| 178 | 2006 | Robert H. Hall Vice President of Brand Development | 341.0K | 150.0K | — | 121.6K | — | 7.4K | 620.0K | 19.61% | ↗ |
| 179 | 2006 | C. James Koch Chairman | 250.0K | 250.0K | — | — | — | 7.4K | 572.3K | 0.00% | ↗ |
| 180 | 2006 | Jeffrey D. White Chief Operating Officer | 263.9K | 49.0K | — | — | — | 7.4K | 467.0K | 0.00% | ↗ |
| 181 | 2006 | Thomas W. Lance Vice President of Operations | — | — | — | — | — | — | — | — | ↗ |
| 182 | 2005 | Martin F. Roper President and Chief Executive Officer | 577.0K | 149.5K | — | — | — | — | 726.5K | 0.00% | ↗ |
| 183 | 2005 | Robert H. Hall Vice President of Brand Development | 330.3K | 68.5K | — | — | — | — | 398.7K | 0.00% | ↗ |
| 184 | 2005 | William F. Urich Chief Financial Officer and Treasurer | 305.4K | 59.9K | — | — | — | — | 365.2K | 0.00% | ↗ |
| 185 | 2005 | Jeffrey D. White Chief Operating Officer | 258.3K | 31.7K | — | — | — | — | 290.0K | 0.00% | ↗ |
| 186 | 2005 | C. James Koch Chairman | 198.6K | 47.1K | — | — | — | — | 245.7K | 0.00% | ↗ |
| 187 | 2004 | Martin F. Roper President and Chief Executive Officer | 529.9K | 123.0K | — | — | — | — | 652.9K | 0.00% | ↗ |
| 188 | 2004 | Robert H. Hall Vice President of Brand Development | 308.7K | 57.8K | — | — | — | — | 366.5K | 0.00% | ↗ |
| 189 | 2004 | William F. Urich Chief Financial Officer and Treasurer | 287.9K | 28.8K | — | — | — | — | 316.7K | 0.00% | ↗ |
| 190 | 2004 | Jeffrey D. White Chief Operating Officer | 239.1K | — | — | — | — | — | 239.1K | 0.00% | ↗ |
| 191 | 2004 | C. James Koch Chairman | 188.5K | — | — | — | — | — | 188.5K | 0.00% | ↗ |
| 192 | 2003 | Martin F. Roper President and Chief Executive Officer | 494.8K | 85.1K | — | — | — | — | 579.9K | 0.00% | ↗ |
| 193 | 2003 | Martin F. Roper President and Chief Executive Officer | 494.8K | 85.1K | — | — | — | — | 579.9K | 0.00% | ↗ |
| 194 | 2003 | Robert H. Hall Vice President of Brand Development | 293.9K | 76.1K | — | — | — | — | 370.0K | 0.00% | ↗ |
| 195 | 2003 | Robert H. Hall Vice President of Brand Development | 293.9K | 76.1K | — | — | — | — | 370.0K | 0.00% | ↗ |
| 196 | 2003 | C. James Koch Chairman | 188.4K | 27.6K | 26.6K | — | — | 5.2K | 247.8K | 10.73% | ↗ |
| 197 | 2003 | Jeffrey D. White Chief Operating Officer | 225.9K | — | — | — | — | 6.8K | 232.7K | 0.00% | ↗ |
| 198 | 2003 | Jeffrey D. White Chief Operating Officer | 225.9K | — | — | — | — | — | 225.9K | 0.00% | ↗ |
| 199 | 2003 | C. James Koch Chairman | 188.4K | 27.6K | — | — | — | — | 216.0K | 0.00% | ↗ |
| 200 | 2003 | William F. Urich Chief Financial Officer and Treasurer | 79.3K | 15.0K | — | — | — | — | 94.3K | 0.00% | ↗ |
| 201 | 2003 | William F. Urich Chief Financial Officer and Treasurer | 79.3K | 15.0K | — | — | — | — | 94.3K | 0.00% | ↗ |
| 202 | 2002 | Martin F. Roper President and Chief Executive Officer | 460.0K | 40.0K | — | — | — | 6.3K | 506.3K | 0.00% | ↗ |
| 203 | 2002 | Martin F. Roper President and Chief Executive Officer | 460.0K | 40.0K | — | — | — | — | 500.0K | 0.00% | ↗ |
| 204 | 2002 | C. James Koch Chairman | 183.8K | 184.0K | 11.0K | — | — | 8.6K | 387.3K | 2.84% | ↗ |
| 205 | 2002 | C. James Koch Chairman | 183.8K | 184.0K | — | — | — | — | 367.8K | 0.00% | ↗ |
| 206 | 2002 | Robert H. Hall Vice President of Brand Development | 275.0K | 44.1K | — | — | — | 6.3K | 325.4K | 0.00% | ↗ |
| 207 | 2002 | Jeffrey D. White Chief Operating Officer | 203.2K | — | — | — | — | 6.3K | 209.5K | 0.00% | ↗ |
| 208 | 2002 | Jeffrey D. White Chief Operating Officer | 205.0K | — | — | — | — | — | 205.0K | 0.00% | ↗ |
| 209 | 2002 | Richard P. Lindsay | 180.0K | 20.8K | — | — | — | — | 200.8K | 0.00% | ↗ |
| 210 | 2002 | William F. Urich Chief Financial Officer and Treasurer | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Philip E. Savastano | Chief Supply Chain Officer | 1M | male |
| Philip A. Hodges | Chief Operating Officer | 1M | male |
| Diego Reynoso | Chief Financial Officer & Treasurer | 1M | male |
| Lesya Lysyj | Advisor | 893.2K | female |
| David A. Burwick | Advisor | 893.2K | male |
| Laura J. Boynton | Chief People Officer | 869.1K | female |
| Michael R. Crowley | Chief Sales Officer | 714.2K | male |
| Tara L. Heath | Chief Legal Officer & General Counsel | 671.9K | female |
| Matthew Donal Murphy | Chief Accounting Officer & Vice President of Finance | 601.0K | male |
| Samuel A. Calagione | Founder, Brewer of Dogfish Head & Director | 493.1K | male |
| C. James Koch | Founder, Chairman, President & Chief Executive Officer | 5.7K | male |
| Paul Weaver | Director & Head of Cannabis | — | male |
ESG Rating
ESG Score History BEVERAGES - ALCOHOLIC
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2021-07-27 | 2021-08-09 | Josh Gottheimer | NJ05 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-02-16 | 2021-03-10 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-08-13 | 2020-09-20 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for SAM
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.
