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Star Group, L.P. (SGU)

USD13.02 -0.05 (-0.38%)
US NYSE Energy Oil & Gas Refining & Marketing
Address 9 West Broad Street 6902
Stamford, CT, US
CEO Jeffrey Woosnam
IPO 1995-12-15
CIK 1002590 ISIN US85512C1053

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Description

Star Group, L.P., together with its subsidiaries, provides home heating oil and propane products and services to residential and commercial customers in the United States. It offers gasoline and diesel fuel; and installs, maintains, and repairs heating and air conditioning equipment and ancillary services. As of September 30, 2025, the company served approximately 406,400 full-service residential and commercial home heating oil and propane customers and 63,200 customers on a delivery only basis. It sells gasoline and diesel fuel to approximately 27,700 customers. The company was formerly known as Star Gas Partners, L.P. and changed its name to Star Group, L.P. in October 2017. The company was incorporated in 1995 and is based in Stamford, Connecticut.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
SMART GLOBAL HOLDINGS, INC. SGH 2003-03-17 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD13.02 -0.05 (-0.38%)
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Volume Profile
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Liquidity & share structure
Average Volume
23.2K
Beta
0.32
Float Shares
25.54M
Free Float %
77.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.93% -5.40% +2.15% +0.31% +7.74% +8.11% +5.26% -7.58% +19.40% +45.12% -41.82%
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

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (1 ratings, all time) Sell
Price Targets & DCF
Current price
13.02
DCF (Unlevered) 35.31 +171.2%
DCF (Levered) 33.10 +154.2%

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) 0% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 -1
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
2.29
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
2 / 10
No MOAT
Composite Rating
A+
Overall Score
5 / 5
High
DCF Score
5 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Refining & Marketing: -1.3%
    +1.0% Q1'26: +3.2% (vs Q1'25)
  • EPS growth Oil & Gas Refining & Marketing: +42.8%
    +102.2% Q1'26: +63.7% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Refining & Marketing: +92.2%
    +3.2% Q1'26: -1.2% (vs Q1'25)
  • EBIT margin Oil & Gas Refining & Marketing: +4.6%
    +6.6% Q1'26: +16.8% (vs Q1'25)
  • ROIC Oil & Gas Refining & Marketing: +5.9%
    +15.0% Q1'26: +47.3% (vs Q1'25)
  • Share dilution Oil & Gas Refining & Marketing: +0.0%
    -2.8% Q1'26: -4.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Refining & Marketing: 0.89×
    1.86× Q1'26: 0.66× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.34) × ERP
WACC = 61% × Ke + 39% × Kd (5.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 35.72 Current price: 13.02
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Sep 2002
actual
Sep 2015
actual
Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
1 Rev. Ana.
1 EPS Ana.
Sep 2027
1 Rev. Ana.
1 EPS Ana.
Sep 2028
1 Rev. Ana.
1 EPS Ana.
Sep 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
1.03B
est: 1.13B (-9.6%)
1.67B
est: 1.69B (-1.0%)
1.16B
est: 1.16B (+0.2%)
1.32B
est: 1.32B (+0.6%)
1.68B
est: 1.54B (+9.3%)
1.75B
est: 1.37B (+27.9%)
1.47B
est: 2.24B (-34.6%)
1.50B
est: 2.22B (-32.7%)
2.01B
est: 2.22B (-9.6%)
1.95B
est: 2.23B (-12.3%)
1.77B
est: 1.69B (+4.4%)
1.78B
est: 1.69B (+5.5%)
1.16B
1.16B – 1.16B
-31.5% YoY
1.32B
1.32B – 1.32B
+13.5% YoY
1.54B
1.54B – 1.54B
+16.7% YoY
1.37B
1.37B – 1.37B
-10.6% YoY
EBITDA
86.82M
est: 63.21M (+37.3%)
109.38M
est: 110.31M (-0.8%)
112.69M
est: 75.60M (+49.1%)
81.93M
est: 85.83M (-4.5%)
103.40M
est: 115.89M (-10.8%)
70.25M
est: 107.98M (-34.9%)
120.87M
est: 100.48M (+20.3%)
163.69M
est: 93.64M (+74.8%)
93.05M
est: 87.22M (+6.7%)
94.90M
est: 81.18M (+16.9%)
92.60M
est: 115.94M (-20.1%)
153.65M
est: 115.94M (+32.5%)
79.46M
79.46M – 79.46M
-31.5% YoY
90.21M
90.21M – 90.21M
+13.5% YoY
105.25M
105.25M – 105.25M
+16.7% YoY
94.05M
94.05M – 94.05M
-10.6% YoY
EBIT
26.32M
est: 45.89M (-42.6%)
84.45M
est: 78.54M (+7.5%)
86.16M
est: 53.83M (+60.1%)
54.05M
est: 61.11M (-11.6%)
71.82M
est: 98.37M (-27.0%)
37.35M
est: 88.14M (-57.6%)
86.25M
est: 77.56M (+11.2%)
129.23M
est: 69.45M (+86.1%)
59.50M
est: 61.56M (-3.4%)
61.46M
est: 53.85M (+14.1%)
60.11M
est: 83.97M (-28.4%)
117.23M
est: 83.97M (+39.6%)
57.55M
57.55M – 57.55M
-31.5% YoY
65.34M
65.34M – 65.34M
+13.5% YoY
76.23M
76.23M – 76.23M
+16.7% YoY
68.12M
68.12M – 68.12M
-10.6% YoY
Net Income
-11.17M
est: 6.23M (-279.2%)
34.24M
est: 38.39M (-10.8%)
40.40M
est: 27.76M (+45.5%)
25.99M
est: 18.85M (+37.8%)
49.17M
est: 22.49M (+118.6%)
17.64M
est: 17.54M (+0.5%)
55.92M
est: 12.00M (+366.0%)
87.74M
est: 8.43M (+940.4%)
35.29M
est: 4.82M (+632.1%)
29.35M
est: 1.14M (+2,483.5%)
32.10M
est: 38.39M (-16.4%)
63.14M
est: 38.39M (+64.5%)
27.76M
27.76M – 27.76M
-27.7% YoY
18.85M
18.85M – 18.85M
-32.1% YoY
28.45M
28.45M – 28.45M
+50.9% YoY
30.16M
30.16M – 30.16M
+6.0% YoY
SGA
277.71M
est: 352.76M (-21.3%)
334.93M
est: 159.20M (+110.4%)
299.86M
est: 109.10M (+174.8%)
331.53M
est: 123.88M (+167.6%)
381.81M
est: 420.42M (-9.2%)
397.45M
est: 431.90M (-8.0%)
348.45M
est: 452.91M (-23.1%)
353.01M
est: 454.52M (-22.3%)
378.40M
est: 459.13M (-17.6%)
25.78M
est: 466.86M (-94.5%)
28.41M
est: 159.20M (-82.2%)
30.52M
est: 159.20M (-80.8%)
109.10M
109.10M – 109.10M
-31.5% YoY
123.88M
123.88M – 123.88M
+13.5% YoY
144.52M
144.52M – 144.52M
+16.7% YoY
129.15M
129.15M – 129.15M
-10.6% YoY
EPS
-0.39
est: 0.78 (-150.0%)
0.59
est: 1.12 (-47.3%)
0.70
est: 0.81 (-13.6%)
0.46
est: 0.55 (-16.4%)
0.90
est: 0.83 (+8.4%)
0.35
est: 0.88 (-60.2%)
1.07
est: 0.67 (+59.7%)
1.82
est: 0.55 (+230.9%)
0.85
est: 0.44 (+95.4%)
0.81
est: 0.32 (+157.1%)
0.90
est: 1.12 (-19.6%)
1.82
est: 1.12 (+62.5%)
0.81
0.81 – 0.81
-27.7% YoY
0.55
0.55 – 0.55
-32.1% YoY
0.83
0.83 – 0.83
+50.9% YoY
0.88
0.88 – 0.88
+6.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A+ 5/5 5/5 5/5 5/5 2/5 4/5 4/5
2026-05-11 A+ 5/5 5/5 5/5 5/5 2/5 4/5 4/5
2026-05-08 A+ 5/5 5/5 5/5 5/5 2/5 4/5 4/5
2026-05-07 A+ 5/5 5/5 5/5 5/5 2/5 4/5 4/5
2026-05-06 A+ 5/5 5/5 5/5 5/5 2/5 4/5 4/5
2026-05-05 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-05-04 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-05-01 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-04-30 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-04-29 A 4/5 5/5 5/5 5/5 1/5 3/5 4/5
2026-04-28 A 4/5 5/5 5/5 5/5 1/5 3/5 4/5
2026-04-27 A+ 4/5 5/5 5/5 5/5 1/5 4/5 4/5
2026-04-24 A 4/5 5/5 5/5 5/5 1/5 4/5 3/5
2026-04-23 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-22 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-21 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-20 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-17 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5
2026-04-16 A 4/5 5/5 5/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
18.85M
OE per share TTM
0.49
Owner's Yield
4.36%
Maintenance CapEx ratio
2.33%
Maint CapEx / Avg PPE
10.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
13
Total invested
21.87M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 13.5% 7.55M 13.50% 7.55M OO Delaware 2017-02-22
2 JEFFERSON GRAMM 3.67M 10.10% 206.5K 3.47M HC DELAWARE 2022-09-12
3 GREGORY BYLINSKY 3.47M 9.50% 4.8K 3.47M HC, IN DELAWARE 2022-09-12
4 BANDERA PARTNERS LLC 3.47M 9.50% 3.47M IA, OO DELAWARE 2022-09-12
5 Hartree Partners, LP 2.46M 6.90% 2.46M 2.46M PN Citizenship or Place of Organization 2023-02-17
6 Summit Trail Advisors, LLC 2.01M 5.60% IA Delaware 2024-01-30
7 Stephen M. Lessing 2.01M 5.30% 2.01M 2.01M IN United States of America 2022-02-04
8 Daniel S. Loeb 2.00M 6.20% 2.00M 2.00M IN United States 2004-11-03
9 Third Point Management Company L.L.C. 2.00M 6.20% 2.00M 2.00M OO Delaware 2004-11-03
10 Atticus Capital, L.L.C. 1.75M 5.44% 1.75M 1.75M OO Canada 2005-05-06
11 1.75M 5.44% 1.75M IN Canada 2005-05-06
12 Gregory E. Bylinsky 1.69M 5.30% 1.69M 1.69M 1.69M 1.69M IN States 2005-04-29
13 Lime Capital Management Administrators LLC 1.69M 5.30% 1.69M 1.69M 1.69M 1.69M OO Delaware 2005-04-29
14 Lime Capital Management LLC 1.69M 5.30% 1.69M 1.69M 1.69M 1.69M OO Delaware 2005-04-29
15 Mark Gorton 1.69M 5.30% 1.69M 1.69M 1.69M 1.69M IN States 2005-04-29
16 Lime Fund LLC 1.16M 3.60% OO Delaware 2005-04-29
17 Lime Overseas Fund, Ltd. 534.1K 1.70% OO Bermuda 2005-04-29
18 ( 520.0K 11.00% 520.0K CO British Virgin Islands 2005-01-21
19 (               Irik P. Sevin 286.1K 8.50% IN United 2005-03-29
20 Irik P. Sevin ( 271.5K 8.40% 271.5K 271.5K IN United 2005-09-14
21 CHECK BOX IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES |_| 195.1K 7.90% 33.8K 195.1K IA PENNSYLVANIA 2000-02-14
22 Not Applicable 155.3K 6.26% 155.3K 155.3K IN Spain 1999-04-05
23 ALEXANDER CAPTAIN 0.00% HC, IN Delaware 2020-02-14
24 CAT ROCK CAPITAL MASTER FUND LP 0.00% IA Delaware 2020-02-14
25 Cat Rock Capital Management, LP 0.00% IA Delaware 2020-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
13
-55 vs prev Q
New positions
0
Closed positions
55
Increased
3
Reduced
2
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 LUBAR & CO., INC 1.30M +1.3M (+100.0%) 15.34B +15.3B (+100.0%) 3.92% +3.917 pp 11.43% +11.430 pp USD11.84 +0.0% 1 qtrs NEW
2 HARTREE PARTNERS, LP 3.40M +— (+0.0%) 40.27M +34.0K (+0.1%) 10.28% +0.376 pp 14.57% +0.730 pp USD12.68 -6.6% 13 qtrs
3 BANDERA PARTNERS LLC 2.75M +— (+0.0%) 32.51M +27.5K (+0.1%) 8.30% +0.304 pp 14.61% +0.374 pp USD6.81 +73.9% 51 qtrs
4 OAKCLIFF CAPITAL PARTNERS, LP 1.10M +— (+0.0%) 13.01M +11.0K (+0.1%) 3.32% +0.122 pp 5.58% -0.033 pp USD9.29 +27.4% 36 qtrs
5 RENAISSANCE TECHNOLOGIES LLC 899.8K -28.6K (-3.1%) 10.65M -329.6K (-3.0%) 2.72% +0.016 pp 0.02% +0.002 pp USD9.39 +26.1% 40 qtrs
6 JPMORGAN CHASE & CO 658.0K -31.8K (-4.6%) 7.79M -370.1K (-4.5%) 1.99% -0.020 pp 0.00% +0.000 pp USD12.18 -2.8% 32 qtrs
7 638.00 +638.0 (+100.0%) 7.55M +7.6M (+100.0%) 0.00% +0.002 pp 0.00% +0.004 pp USD11.84 +0.0% 1 qtrs NEW
8 JOEL ISAACSON & CO., LLC 191.9K +35.0 (+0.0%) 2.27M +2.3K (+0.1%) 0.58% +0.021 pp 0.08% -0.007 pp USD13.18 -10.2% 4 qtrs
9 BLACKSTONE INC. 173.6K +10.5K (+6.5%) 2.06M +126.4K (+6.6%) 0.52% +0.050 pp 0.01% +0.000 pp USD11.99 -1.3% 12 qtrs
10 DOLIVER ADVISORS, LP 139.9K +— (+0.0%) 1.66M +1.4K (+0.1%) 0.42% +0.016 pp 0.41% -0.014 pp USD8.02 +47.6% 35 qtrs
11 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 112.5K +8.5K (+8.1%) 1.33M +101.1K (+8.2%) 0.34% +0.037 pp 0.00% +0.000 pp USD11.37 +4.1% 32 qtrs
12 MORGAN STANLEY 82.6K -34.1K (-29.2%) 977.5K -402.9K (-29.2%) 0.25% -0.090 pp 0.00% +0.000 pp USD10.44 +13.4% 51 qtrs
13 BROWN ADVISORY INC 74.0K -2.5K (-3.2%) 876.2K -28.6K (-3.2%) 0.22% +0.001 pp 0.00% +0.000 pp USD10.20 +16.1% 62 qtrs
14 PARSONS CAPITAL MANAGEMENT INC/RI 52.8K -700.0 (-1.3%) 625.2K -7.8K (-1.2%) 0.16% +0.004 pp 0.03% -0.002 pp USD9.45 +25.3% 23 qtrs
15 WELLS FARGO & COMPANY/MN 42.1K -1.0 (0.0%) 498.8K +416.0 (+0.1%) 0.13% +0.005 pp 0.00% +0.000 pp USD11.48 +3.1% 57 qtrs
16 GSA CAPITAL PARTNERS LLP 37.5K +2.0K (+5.6%) 444.0K +24.0K (+5.7%) 0.11% +0.010 pp 0.04% +0.003 pp USD11.44 +3.5% 8 qtrs
17 UBS GROUP AG 36.7K -15.4K (-29.5%) 434.2K -181.3K (-29.5%) 0.11% -0.041 pp 0.00% +0.000 pp USD11.79 +0.4% 45 qtrs
18 COMMONWEALTH EQUITY SERVICES, LLC 34.0K -32.0 (-0.1%) 402.7K -290.0 (-0.1%) 0.10% +0.004 pp 0.00% +0.000 pp USD10.53 +12.4% 8 qtrs
19 GOLDMAN SACHS GROUP INC 31.9K +13.9K (+77.1%) 377.6K +164.6K (+77.3%) 0.10% +0.044 pp 0.00% +0.000 pp USD12.47 -5.1% 4 qtrs
20 WILEY BROS.-AINTREE CAPITAL, LLC 25.5K +— (+0.0%) 301.9K +255.0 (+0.1%) 0.08% +0.003 pp 0.00% 0.000 pp USD11.74 +0.9% 6 qtrs
21 HYPERION CAPITAL ADVISORS LP 25.4K -4.0K (-13.6%) 300.7K -47.1K (-13.5%) 0.08% -0.009 pp 0.15% -0.039 pp USD11.70 +1.2% 3 qtrs
22 BLACKROCK, INC. 22.2K +2.9K (+14.9%) 262.5K +34.2K (+15.0%) 0.07% +0.011 pp 0.00% +0.000 pp USD11.85 -0.1% 6 qtrs
23 ROUND ROCK ADVISORS, LLC 21.0K +7.0K (+49.7%) 248.2K +79.9K (+47.5%) 0.06% +0.023 pp 0.04% +0.011 pp USD11.83 +0.1% 2 qtrs
24 ACADIAN ASSET MANAGEMENT LLC 20.8K -2.3K (-9.8%) 244.0K -27.0K (-10.0%) 0.06% -0.004 pp 0.00% 0.000 pp USD11.37 +4.1% 7 qtrs
25 ATOM INVESTORS LP 20.6K +2.1K (+11.4%) 243.7K +25.2K (+11.5%) 0.06% +0.008 pp 0.02% +0.003 pp USD11.83 +0.1% 2 qtrs
26 LPL FINANCIAL LLC 17.2K +2.2K (+14.6%) 203.3K +26.1K (+14.7%) 0.05% +0.008 pp 0.00% +0.000 pp USD12.95 -8.6% 11 qtrs
27 STONEX GROUP INC. 15.0K +1.0 (+0.0%) 177.6K +162.0 (+0.1%) 0.05% +0.002 pp 0.01% +0.000 pp USD10.33 +14.6% 17 qtrs
28 MARQUETTE ASSET MANAGEMENT, LLC 15.0K +— (+0.0%) 177.6K +150.0 (+0.1%) 0.05% +0.002 pp 0.03% -0.001 pp USD9.65 +22.7% 28 qtrs
29 BANK OF AMERICA CORP /DE/ 14.4K +2.6K (+21.8%) 170.8K +30.7K (+21.9%) 0.04% +0.009 pp 0.00% +0.000 pp USD11.78 +0.5% 52 qtrs
30 WALLEYE CAPITAL LLC 14.2K -723.0 (-4.8%) 168.6K -8.4K (-4.8%) 0.04% -0.001 pp 0.00% 0.000 pp USD11.83 +0.1% 2 qtrs
31 CLEAR HARBOR ASSET MANAGEMENT, LLC 13.0K +— (+0.0%) 153.9K +130.0 (+0.1%) 0.04% +0.001 pp 0.01% +0.002 pp USD10.19 +16.2% 18 qtrs
32 KINGSVIEW WEALTH MANAGEMENT, LLC 12.8K +100.0 (+0.8%) 151.6K +1.3K (+0.9%) 0.04% +0.002 pp 0.00% 0.000 pp USD11.83 +0.1% 2 qtrs
33 AMERICAN CENTURY COMPANIES INC 12.7K +— (+0.0%) 150.3K +126.0 (+0.1%) 0.04% +0.001 pp 0.00% +0.000 pp USD10.93 +8.3% 7 qtrs
34 CARY STREET PARTNERS FINANCIAL LLC 12.5K +— (+0.0%) 147.4K +124.0 (+0.1%) 0.04% +0.001 pp 0.00% 0.000 pp USD11.54 +2.6% 5 qtrs
35 MTM INVESTMENT MANAGEMENT, LLC 12.1K +2.0 (+0.0%) 143.7K +145.0 (+0.1%) 0.04% +0.001 pp 0.05% +0.000 pp USD9.41 +25.8% 21 qtrs
36 MILLENNIUM MANAGEMENT LLC 12.0K -11.0K (-47.8%) 142.5K -130.0K (-47.7%) 0.04% -0.031 pp 0.00% 0.000 pp USD11.70 +1.2% 23 qtrs
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 11.8K -600.0 (-4.8%) 139.7K -7.0K (-4.8%) 0.04% 0.000 pp 0.00% +0.000 pp USD11.83 +0.1% 2 qtrs
38 AMERIPRISE FINANCIAL INC 11.4K -24.0 (-0.2%) 134.4K -170.0 (-0.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD13.18 -10.2% 4 qtrs
39 FIFTH THIRD BANCORP 10.4K -2.5K (-19.4%) 123.0K -29.5K (-19.3%) 0.03% -0.006 pp 0.00% 0.000 pp USD11.70 +1.2% 3 qtrs
40 WILKINSON GLOBAL ASSET MANAGEMENT LLC 10.0K +— (+0.0%) 118.4K +100.0 (+0.1%) 0.03% +0.001 pp 0.01% +0.001 pp USD11.70 +1.2% 3 qtrs
41 ROXBURY FINANCIAL LLC 9.9K +69.0 (+0.7%) 116.8K +923.0 (+0.8%) 0.03% +0.001 pp 0.10% -0.002 pp USD11.56 +2.4% 5 qtrs
42 US BANCORP \DE\ 9.0K +— (+0.0%) 106.6K +90.0 (+0.1%) 0.03% +0.001 pp 0.00% +0.000 pp USD9.41 +25.8% 21 qtrs
43 KESTRA ADVISORY SERVICES, LLC 6.8K +6.8K (+100.0%) 80.2K +80.2K (+100.0%) 0.02% +0.021 pp 0.00% +0.000 pp USD11.84 +0.0% 1 qtrs NEW
44 ADVISOR GROUP HOLDINGS, INC. 5.3K +150.0 (+2.9%) 63.2K +2.7K (+4.5%) 0.02% +0.001 pp 0.00% +0.000 pp USD11.00 +7.6% 24 qtrs
45 HM PAYSON & CO 5.0K +— (+0.0%) 59.2K +50.0 (+0.1%) 0.02% +0.001 pp 0.00% +0.000 pp USD8.13 +45.6% 14 qtrs
46 SPIRE WEALTH MANAGEMENT 4.5K +— (+0.0%) 53.7K +45.0 (+0.1%) 0.01% +0.001 pp 0.00% +0.000 pp USD10.61 +11.6% 20 qtrs
47 HIGH NOTE WEALTH, LLC 3.8K +— (+0.0%) 45.5K +39.0 (+0.1%) 0.01% +0.000 pp 0.01% 0.000 pp USD11.54 +2.6% 5 qtrs
48 COLONIAL TRUST ADVISORS 3.5K +— (+0.0%) 41.4K +35.0 (+0.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD12.05 -1.7% 13 qtrs
49 JONES FINANCIAL COMPANIES LLLP 3.1K +800.0 (+34.2%) 37.2K +10.0K (+36.9%) 0.01% +0.003 pp 0.00% +0.000 pp USD11.62 +1.9% 5 qtrs
50 BNP PARIBAS ARBITRAGE, SNC 2.6K +2.6K (+100.0%) 31.3K +31.3K (+100.0%) 0.01% +0.008 pp 0.00% +0.000 pp USD11.84 +0.0% 1 qtrs NEW
51 CREWS BANK & TRUST 2.2K +— (+0.0%) 25.8K +22.0 (+0.1%) 0.01% +0.000 pp 0.00% 0.000 pp USD11.54 +2.6% 5 qtrs
52 ROYAL BANK OF CANADA 2.2K +2.2K (+100.0%) 25.0K +25.0K (+100.0%) 0.01% +0.007 pp 0.00% +0.000 pp USD11.84 +0.0% 18 qtrs
53 CITIGROUP INC 2.1K +220.0 (+11.7%) 24.9K +2.6K (+11.8%) 0.01% +0.001 pp 0.00% +0.000 pp USD11.83 +0.1% 25 qtrs
54 HOLLENCREST CAPITAL MANAGEMENT 1.6K +— (+0.0%) 19.4K +17.0 (+0.1%) 0.01% +0.000 pp 0.00% +0.000 pp USD12.05 -1.7% 13 qtrs
55 BARCLAYS PLC 1.6K +723.0 (+80.8%) 19.2K +8.7K (+82.3%) 0.00% +0.002 pp 0.00% +0.000 pp USD11.89 -0.4% 13 qtrs
56 TD WATERHOUSE CANADA INC. 1.4K +— (+0.0%) 16.6K +112.0 (+0.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.99 +7.7% 17 qtrs
57 FARTHER FINANCE ADVISORS, LLC 1.1K +800.0 (+266.7%) 13.0K +9.5K (+267.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD11.85 -0.1% 13 qtrs
58 CWM, LLC 1.0K +1.0K (+100.0%) 12.0K +12.0K (+100.0%) 0.00% +0.003 pp 0.00% +0.000 pp USD11.84 +0.0% 1 qtrs NEW
59 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.0K +— (+0.0%) 11.8K +10.0 (+0.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.54 +2.6% 5 qtrs
60 COMERICA BANK 600.00 +— (+0.0%) 7.1K +6.0 (+0.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.03 -1.6% 10 qtrs
61 TOWER RESEARCH CAPITAL LLC (TRC) 428.00 -397.0 (-48.1%) 5.1K -4.7K (-48.1%) 0.00% -0.001 pp 0.00% 0.000 pp USD11.75 +0.8% 18 qtrs
62 SBI SECURITIES CO., LTD. 400.00 -4.0 (-1.0%) 4.7K -43.0 (-0.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.25 -3.3% 5 qtrs
63 QUENT CAPITAL, LLC 395.00 +395.0 (+100.0%) 4.7K +4.7K (+100.0%) 0.00% +0.001 pp 0.00% +0.000 pp USD11.84 +0.0% 1 qtrs NEW
64 BARRETT & COMPANY, INC. 165.00 +165.0 (+100.0%) 2.0K +2.0K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD11.84 +0.0% 1 qtrs NEW
65 FMR LLC 135.00 +— (+0.0%) 1.6K +1.0 (+0.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.70 +10.7% 43 qtrs
66 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 100.00 +— (+0.0%) 1.2K +1.0 (+0.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD10.84 +9.2% 7 qtrs
67 BARE FINANCIAL SERVICES, INC 48.00 +48.0 (+100.0%) 568.00 +568.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD11.83 +0.1% 1 qtrs NEW
68 HUNTINGTON NATIONAL BANK 1.00 +— (+0.0%) 12.00 +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD12.00 -1.3% 13 qtrs
69 VICTORY CAPITAL MANAGEMENT INC -20.9K (-100.0%) -246.8K (-100.0%) 0.00% -0.061 pp 0.00% 0.000 pp USD 6 qtrs SOLD
70 PRINCIPAL SECURITIES, INC. -5.0K (-100.0%) -59.2K (-100.0%) 0.00% -0.015 pp 0.00% -0.001 pp USD 8 qtrs SOLD
71 LOCUST WOOD CAPITAL ADVISERS, LLC -138.6K (-100.0%) -1.6M (-100.0%) 0.00% -0.404 pp 0.00% -0.041 pp USD 81 qtrs SOLD
72 TWO SIGMA INVESTMENTS, LP -40.3K (-100.0%) -477.1K (-100.0%) 0.00% -0.117 pp 0.00% -0.001 pp USD 13 qtrs SOLD
73 TWO SIGMA ADVISERS, LP -30.9K (-100.0%) -365.5K (-100.0%) 0.00% -0.090 pp 0.00% -0.001 pp USD 7 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 3 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Avantis U.S. Small Cap Equity ETF AVSC 0.00% 97.7K 0.25%
2 Avantis U.S. Equity ETF AVUS 0.00% 12.0K 0.15%
3 Global X - MLP ETF MLPA 0.00% 1.3K 0.77%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
15.0K
Shares disposed
Cash buys
1.00
Cash sales
Net activity
+15,000
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2025-11-05 Hammond Jeffrey S Officer P-Purchase A Common Units 105 11.99 1.3K 6,903 D
2025-09-30 Hammond Jeffrey S 0 0.00 0
2025-08-13 Baxter Scott Director P-Purchase A Common Units 15,000 11.79 176.9K 15,000 D
2025-08-06 Hartree Partners, LP 10% Owner Common Units 0 0.00 3,400,907 D
2025-05-30 Bandera Partners LLC 10% Owner S-Sale D Common Units 700,000 12.04 8.43M 2,745,360 I
2024-09-30 Hammond Jeffrey S 0 0.00 0
2023-09-30 Hammond Jeffrey S 0 0.00 0
2023-06-15 Bandera Partners LLC 10% Owner S-Sale D Common Units 712 15.06 10.7K 3,445,360
2023-06-14 Bandera Partners LLC 10% Owner S-Sale D Common Units 15,588 15.09 235.2K 3,446,072
2023-06-13 Bandera Partners LLC 10% Owner S-Sale D Common Units 2,258 15.08 34.0K 3,461,660
2023-06-12 Bandera Partners LLC 10% Owner S-Sale D Common Units 1,199 15.02 18.0K 3,463,918
2022-09-30 Hammond Jeffrey S 0 0.00 0
2022-08-29 LAWRENCE BRYAN H Director J-Other D Common Units 427,734 0.00 0
2022-08-03 Bandera Partners LLC 10% Owner I Common Units 0 0.00 4,827
2022-05-23 Woosnam Jeffrey M Officer P-Purchase A Common Units 5,000 9.22 46.1K 15,000
2022-05-23 AMBURY RICHARD Officer P-Purchase A Common Units 5,000 9.24 46.2K 43,390
2021-12-30 LAWRENCE BRYAN H Director D-Return D Common Units 413,223 10.55 4.36M 427,734
2021-11-03 Vermylen Paul A Jr Director J-Other A Common Units 8,239 0.00 218,515
2021-11-03 LAWRENCE BRYAN H Director J-Other A Common Units 413,223 0.00 840,957
2021-09-30 Hammond Jeffrey S 0 0.00 0
2020-10-26 AMBURY RICHARD Officer G-Gift A Common Units 38,390 0.00 38,390
2020-10-14 Babcock Henry D G-Gift A Common Units 79,121 0.00 94,121
2020-09-30 Hammond Jeffrey S 0 0.00 0
2020-05-18 Donovan Daniel P. Director P-Purchase A Common Units 997 7.58 7.6K 25,000
2020-05-15 Donovan Daniel P. Director P-Purchase A Common Units 1,453 7.36 10.7K 24,003
2020-05-14 AMBURY RICHARD Officer P-Purchase A Common Units 2,000 7.32 14.6K 38,390
2020-05-13 Woosnam Jeffrey M Director / Officer P-Purchase A Common Units 2,000 7.64 15.3K 10,000
2020-05-12 Vermylen Paul A Jr Director P-Purchase A Common Units 20,000 7.86 157.2K 250,000
2020-05-12 Donovan Daniel P. Director P-Purchase A Common Units 2,550 7.88 20.1K 22,550
2020-05-11 Donovan Daniel P. Director P-Purchase A Common Units 4,100 7.74 31.7K 20,000
2020-05-07 McDonald Joseph R Officer P-Purchase A Common Units 1,000 7.67 7.7K 6,500
2020-02-18 Vermylen Paul A Jr Director P-Purchase A Common Units 10,149 8.94 90.7K 230,000
2020-02-14 Woosnam Jeffrey M Director / Officer P-Purchase A Common Units 8,000 9.00 72.0K 8,000
2020-02-13 Hammond Jeffrey S Officer P-Purchase A Common Units 5,000 9.11 45.5K 5,000
2020-02-11 McDonald Joseph R Officer P-Purchase A Common Units 1,000 9.10 9.1K 5,500
2020-02-11 AMBURY RICHARD Officer P-Purchase A Common Units 3,500 9.21 32.2K 36,390
2019-12-04 Vermylen Paul A Jr Director G-Gift A Common Units 634,099 0.00 844,380
2019-05-08 Babcock Henry D Director G-Gift D Common Units 2,000 0.00 89,121
2019-03-18 Woosnam Jeffrey M Director / Officer 0 0.00 0
2019-03-18 McDonald Joseph R Officer D Common Units 0 0.00 4,500
2018-08-16 Goldman Steven Jay Director / Officer P-Purchase A Common Units 3,000 9.38 28.1K 38,500
2018-08-16 AMBURY RICHARD Officer P-Purchase A Common Units 4,000 9.42 37.7K 32,890
2018-08-14 Goldman Steven Jay Director / Officer P-Purchase A Common Units 4,000 9.40 37.6K 35,500
2018-08-14 AMBURY RICHARD Officer P-Purchase A Common Units 5,000 9.40 47.0K 28,890
2018-04-17 Bauer David Michael Director 0 0.00 0
2018-02-08 Yorktown VI Associates LLC 10% Owner J-Other D Common Units 7,118,833 0.00 427,734
2018-02-08 Yorktown Energy Partners VI LP 10% Owner J-Other D Common Units 7,118,833 0.00 427,734
2018-02-08 LAWRENCE BRYAN H Director J-Other D Common Units 7,118,833 0.00 427,734
2017-08-16 Donovan Daniel P. Director G-Gift D Common Units 9,100 0.00 15,900
2017-02-16 Yorktown VI Associates LLC 10% Owner I Common Units 0 0.00 10,546,567
2017-02-16 Yorktown Energy Partners VI LP 10% Owner D Common Units 0 0.00 10,546,567
2017-02-16 Vermylen Paul A Jr Director J-Other A Common Units 210,281 0.00 210,281
2017-02-16 LUBAR SHELDON B Director J-Other A Common Units 1,054,662 0.00 1,254,662
2017-02-16 LAWRENCE BRYAN H Director J-Other A Common Units 213,150 0.00 588,358
2017-02-16 Kestrel Energy Partners LLC 10% Owner J-Other D Common Units 12,761,350 0.00 0
2016-12-27 Vermylen Paul A Jr Director J-Other A Common Units 19,851 11.18 221.9K 219,851
2016-12-27 LAWRENCE BRYAN H Director J-Other A Common Units 375,208 11.18 4.19M 375,208
2016-05-12 Goldman Steven Jay Director / Officer P-Purchase A COMMON UNITS 2,200 8.75 19.3K 24,900
2016-05-12 AMBURY RICHARD Officer P-Purchase A COMMON UNITS 2,000 8.75 17.5K 23,890
2016-04-18 Czekanski Cory Officer D Common Units 0 0.00 0
2014-05-21 Goldman Steven Jay Officer P-Purchase A Common Units 200 6.05 1.2K 22,700
2014-02-10 Goldman Steven Jay Officer P-Purchase A Common Units 2,000 5.60 11.2K 21,500
2013-08-19 Goldman Steven Jay Officer P-Purchase A Common Units 1,000 4.76 4.8K 19,000
2013-05-31 Goldman Steven Jay Officer P-Purchase A common units 4,000 4.85 19.4K 12,000
2012-12-31 Babcock Henry D Director 0 0.00 0
2012-06-25 Bandera Partners LLC 10% Owner P-Purchase A Common Units 40,600 4.00 162.2K 6,144,127
2012-06-22 Bandera Partners LLC 10% Owner P-Purchase A Common Units 20,000 4.00 80.0K 6,103,527
2012-06-21 Bandera Partners LLC 10% Owner P-Purchase A Common Units 25,000 4.00 100.0K 6,083,527
2012-06-19 Bandera Partners LLC 10% Owner P-Purchase A Common Units 100 4.00 400.00 6,058,527
2012-06-18 Bandera Partners LLC 10% Owner P-Purchase A Common Units 4,900 4.00 19.6K 6,058,427
2012-06-15 Bandera Partners LLC 10% Owner L-Small A Common Units 100 4.00 400.00 6,053,527
2012-06-13 Bandera Partners LLC 10% Owner P-Purchase A Common Units 6,600 3.93 26.0K 6,053,427
2012-06-12 Bandera Partners LLC 10% Owner P-Purchase A Common Units 2,501 3.94 9.9K 6,046,827
2012-06-11 Bandera Partners LLC 10% Owner P-Purchase A Common Units 4,326 3.90 16.9K 6,044,326
2012-05-25 Kestrel Energy Partners LLC Director P-Purchase A Common Units 591 3.85 2.3K 12,761,350
2012-05-24 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 37,609 3.85 144.7K 12,760,759
2012-05-24 Baxter Scott Director S-Sale D Common Units 13,130 3.84 50.4K 0
2012-05-23 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 24,400 3.83 93.4K 12,723,150
2012-05-22 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 5,300 3.80 20.1K 12,698,750
2012-05-22 Baxter Scott Director S-Sale D Common Units 12,000 3.80 45.6K 13,130
2012-05-21 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 10,000 3.80 38.0K 12,693,450
2012-05-18 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 900 3.80 3.4K 12,683,450
2012-05-18 Baxter Scott Director S-Sale D Common Units 10,000 3.82 38.2K 25,130
2012-05-17 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 30,200 3.90 117.6K 12,682,550
2012-05-16 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 22,408 3.90 87.4K 12,652,350
2012-05-16 Baxter Scott Director S-Sale D Common Units 25,470 3.90 99.5K 35,130
2012-05-15 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 56,592 4.02 227.4K 12,629,942
2012-05-15 Baxter Scott Director S-Sale D Common Units 14,400 4.00 57.7K 60,600
2012-05-14 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 42,000 3.96 166.1K 12,573,350
2012-05-11 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 70,000 3.93 275.0K 12,531,350
2012-05-11 AMBURY RICHARD Officer P-Purchase A Common Units 1,500 3.95 5.9K 21,690
2012-05-10 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 100,000 3.82 381.9K 12,461,350
2012-05-10 Donovan Daniel P. Director / Officer P-Purchase A Common Units 1,000 3.68 3.7K 25,000
2012-05-07 Bandera Partners LLC 10% Owner I Common Units 0 0.00 6,040,000
2012-03-06 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 6,906 4.50 31.1K 12,361,350
2012-03-05 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 25,086 4.50 112.9K 12,354,444
2012-03-02 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 23,300 4.50 104.9K 12,329,358
2012-02-29 Kestrel Energy Partners LLC 10% Owner P-Purchase A Common Units 2,930 4.50 13.2K 12,306,058
2012-02-28 Donovan Dan Director / Officer P-Purchase A Common Units 2,000 4.58 9.2K 23,000
2012-02-23 Donovan Dan Director / Officer P-Purchase A Common Units 1,500 4.60 6.9K 21,000
2012-02-17 AMBURY RICHARD Officer P-Purchase A Common Units 6,000 4.55 27.3K 20,190
2012-02-13 Vermylen Paul A Jr Director P-Purchase A Common Units 22,500 4.39 98.8K 200,000
2012-02-13 Goldman Steven Jay Officer P-Purchase A Common Units 2,000 4.36 8.7K 7,000
2012-02-10 Vermylen Paul A Jr Director P-Purchase A Common Units 22,500 4.37 98.3K 177,500
2012-02-10 Babcock Henry D Director P-Purchase A Common Units 8,401 4.40 37.0K 104,622
2011-12-08 Bandera Partners LLC S-Sale D Common Units 1,750,000 5.25 9.19M 5,323,509
2011-08-12 Bandera Partners LLC 10% Owner S-Sale D Common Units 1,500,000 5.24 7.85M 7,073,509
2011-02-28 LUBAR SHELDON B Director P-Purchase A Common Units 869 5.49 4.8K 196,000
2011-02-25 LUBAR SHELDON B Director P-Purchase A Common Units 6,312 5.46 34.5K 194,831
2011-02-24 LUBAR SHELDON B Director P-Purchase A Common Units 400 5.49 2.2K 151,929
2011-02-23 LUBAR SHELDON B Director P-Purchase A Common Units 4,411 5.41 23.9K 119,389
2011-02-22 LUBAR SHELDON B Director P-Purchase A Common Units 200 5.36 1.1K 103,278
2011-02-18 LUBAR SHELDON B Director P-Purchase A Common Units 23,444 5.50 128.9K 90,578
2011-02-17 LUBAR SHELDON B Director P-Purchase A Common Units 1,050 5.40 5.7K 45,392
2011-02-16 LUBAR SHELDON B Director P-Purchase A Common Units 800 5.35 4.3K 37,144
2011-02-15 LUBAR SHELDON B Director P-Purchase A Common Units 800 5.35 4.3K 16,444
2011-02-09 NICOLETTI WILLIAM P Director P-Purchase A Common Units 506 5.36 2.7K 35,506
2010-12-31 AMBURY RICHARD Officer 0 0.00 0
2010-09-16 Bandera Partners LLC 10% Owner P-Purchase A Common Units 1,000,000 4.50 4.50M 8,573,509
2010-06-09 Bandera Partners LLC 10% Owner P-Purchase A Common Units 9,100 4.25 38.7K 7,573,509
2010-05-27 Bandera Partners LLC 10% Owner P-Purchase A Common Units 600 4.30 2.6K 7,564,409
2010-05-26 Bandera Partners LLC 10% Owner P-Purchase A Common Units 38,200 4.30 164.3K 7,563,809
2010-05-25 Bandera Partners LLC 10% Owner P-Purchase A Common Units 78,714 4.29 337.6K 7,525,609
2010-05-24 Bandera Partners LLC 10% Owner P-Purchase A Common Units 300 4.29 1.3K 7,446,895
2010-05-21 Bandera Partners LLC Director P-Purchase A Common Units 35,820 4.29 153.7K 7,446,595
2010-05-20 Bandera Partners LLC 10% Owner P-Purchase A Common Units 36,063 4.28 154.2K 7,410,775
2010-05-19 Bandera Partners LLC Director P-Purchase A Common Units 92,870 4.29 398.7K 7,374,712
2010-05-18 Bandera Partners LLC 10% Owner P-Purchase A Common Units 11,500 4.30 49.4K 7,281,842
2010-05-17 Bandera Partners LLC 10% Owner P-Purchase A Common Units 33,690 4.30 144.8K 7,270,342
2010-05-14 Bandera Partners LLC 10% Owner P-Purchase A Common Units 15,725 4.30 67.5K 7,236,652
2010-05-13 Bandera Partners LLC 10% Owner P-Purchase A Common Units 65,445 4.35 284.6K 7,220,927
2010-05-12 Bandera Partners LLC 10% Owner P-Purchase A Common Units 86,607 4.33 375.1K 7,155,482
2010-05-11 Bandera Partners LLC 10% Owner P-Purchase A Common Units 64,000 4.35 278.2K 7,068,875
2010-05-10 Bandera Partners LLC 10% Owner I Common Units 0 0.00 7,004,875
2009-12-31 AMBURY RICHARD Officer 0 0.00 0
2009-03-03 Vermylen Paul A Jr Director P-Purchase A Common Units 5,000 2.40 12.0K 155,000
2009-03-03 Goldman Steven Jay Officer P-Purchase A Common Units 3,500 2.56 9.0K 5,000
2009-03-02 NICOLETTI WILLIAM P Director P-Purchase A Common Units 20,000 2.49 49.8K 35,000
2009-03-02 Donovan Dan Director / Officer P-Purchase A Common Units 2,500 2.45 6.1K 19,500
2009-02-27 AMBURY RICHARD Officer P-Purchase A Common Units 10,000 2.51 25.1K 12,125
2009-02-26 Donovan Dan Director / Officer P-Purchase A Common Units 1,200 2.50 3.0K 12,500
2009-02-24 Vermylen Paul A Jr Director P-Purchase A Common Units 5,000 2.55 12.8K 150,000
2009-02-23 Donovan Dan Officer P-Purchase A Common Units 1,300 2.50 3.3K 11,300
2009-02-20 Vermylen Paul A Jr Director P-Purchase A Common Units 10,000 2.58 25.8K 145,000
2009-02-18 Vermylen Paul A Jr Director P-Purchase A Common Units 10,000 2.60 26.0K 135,000
2009-02-13 Babcock Henry D Director P-Purchase A Common Units 25,000 2.60 65.0K 81,121
2009-02-11 Donovan Dan Director / Officer P-Purchase A Common Units 2,900 2.55 7.4K 10,000
2009-02-10 Vermylen Paul A Jr Director P-Purchase A Common Units 25,000 2.61 65.3K 125,000
2009-02-09 Donovan Dan Director / Officer P-Purchase A Common Units 2,100 2.55 5.4K 7,100
2009-02-09 Baxter Scott Director P-Purchase A Common Units 41,500 2.63 109.1K 75,000
2008-09-05 Vermylen Paul A Jr Director P-Purchase A Common Units 30,000 2.76 82.8K 100,000
2008-08-29 Vermylen Paul A Jr Director P-Purchase A Common Units 20,000 2.79 55.8K 70,000
2008-08-21 Vermylen Paul A Jr Director P-Purchase A Common Units 5,000 2.78 13.9K 50,000
2008-08-20 Vermylen Paul A Jr Director P-Purchase A Common Units 9,000 2.88 25.9K 45,000
2008-08-19 Vermylen Paul A Jr Director P-Purchase A Common Units 6,000 2.62 15.7K 36,000
2008-08-18 Vermylen Paul A Jr Director P-Purchase A Common Units 10,000 2.64 26.4K 30,000
2008-06-04 Vermylen Paul A Jr Director P-Purchase A Common Units 5,000 3.18 15.9K 20,000
2008-05-22 NICOLETTI WILLIAM P Director S-Sale D Common Units 5,252 3.15 16.5K 15,000
2008-05-14 Vermylen Paul A Jr Director P-Purchase A Common Units 5,000 3.05 15.3K 15,000
2008-05-13 Vermylen Paul A Jr Director P-Purchase A Common Units 10,000 2.95 29.5K 10,000
2008-05-13 Baxter Scott Director P-Purchase A Common Units 33,500 2.97 99.5K 33,500
2008-05-12 Donovan Dan Director / Officer P-Purchase A Common Units 5,000 3.00 15.0K 5,000
2008-05-12 CAVANAUGH JOSEPH Director P-Purchase A Common Units 10,000 2.95 29.5K 10,000
2008-05-12 Babcock Henry D Director P-Purchase A Common Units 15,000 2.98 44.6K 56,121
2007-05-31 Goldman Steven Jay Officer 0 0.00 0
2006-10-19 Oakley Richard G Officer 0 0.00 0
2006-05-19 NICOLETTI WILLIAM P Director P-Purchase A Common Units 5,000 2.50 12.5K 20,252
2006-05-18 NICOLETTI WILLIAM P Director P-Purchase A Common Units 10,000 2.50 25.0K 15,252
2006-04-28 Vermylen Paul A Jr Director 0 0.00 0
2006-04-28 LUBAR SHELDON B Director 0 0.00 0
2006-04-28 LAWRENCE BRYAN H Director 0 0.00 0
2006-04-28 Kestrel Energy Partners LLC 10% Owner I Common Units 0 0.00 500,000
2006-04-28 Baxter Scott Director 0 0.00 0
2006-04-28 Babcock Henry D Director D Common Units 0 0.00 35,000
2005-07-05 SEVIN IRIK Director G-Gift D Senior Subordinated Units 5,747 0.00 271,476
2005-06-27 BIDDELMAN PAUL Director P-Purchase A Junior Subordinated Units 68,480 0.01 684.80 68,480
2005-03-15 SEVIN IRIK Director M-Exempt A Senior Subordinated Units 102,000 2.68 273.4K 286,067
2005-03-07 CAVANAUGH JOSEPH Director / Officer 0 0.00 0
2004-05-07 TRAUBER AMI ANTHONY Officer S-Sale D Senior Subordinated Units 1,000 21.05 21.1K 0
2004-05-06 TRAUBER AMI ANTHONY Officer S-Sale D Senior Subordinated Units 1,000 21.80 21.8K 1,000
2004-05-06 Donovan Dan Officer D Unit Appreciation Rights 10,000 10.70 107.0K 0
2004-05-06 AMBURY RICHARD Officer S-Sale D Senior Subordinated Units 2,500 20.82 52.1K 0
2004-05-05 TRAUBER AMI ANTHONY Officer S-Sale D Senior Subordinated Units 1,000 21.30 21.3K 2,000
2004-05-04 TRAUBER AMI ANTHONY Officer S-Sale D Senior Subordinated Units 1,000 21.57 21.6K 3,000
2004-05-03 TRAUBER AMI ANTHONY Officer S-Sale D Senior Subordinated Units 1,132 21.94 24.8K 3,868
2004-02-25 AMBURY RICHARD Officer S-Sale D Senior Subordinated Units 2,500 21.58 54.0K 2,500
2004-02-13 TRAUBER AMI ANTHONY Officer P-Purchase A Senior Subordinated Units 132 21.70 2.9K 5,132
2004-02-13 CAVANAUGH JOSEPH Officer S-Sale D Senior Subordinated Units 1,000 21.73 21.7K 9,169
2004-02-10 CAVANAUGH JOSEPH Officer S-Sale D Senior Subordinated Units 300 21.88 6.6K 10,169
2004-02-09 CAVANAUGH JOSEPH Officer S-Sale D Senior Subordinated Units 1,400 21.75 30.5K 11,869
2004-02-06 CAVANAUGH JOSEPH Officer S-Sale D Senior Subordinated Units 200 21.70 4.3K 13,469
2004-02-05 BOTTIGLIERI JAMES Officer S-Sale D Senior Subordinated Units 4,634 22.25 103.1K 0
2004-01-20 TRAUBER AMI ANTHONY Officer / 10% Owner A-Award A Senior Subordinated Units 5,000 0.00 5,000
2004-01-20 SEVIN IRIK Director / Officer A-Award A Senior Subordinated Units 20,000 0.00 40,000
2004-01-20 RUSSELL STEPHEN Director A-Award A Senior Subordinated Units 1,700 0.00 5,252
2004-01-20 NICOLETTI WILLIAM P Director A-Award A Senior Subordinated Units 1,700 0.00 5,252
2004-01-20 MASSOUD I JOSEPH Director A-Award A Senior Subordinated Units 1,700 0.00 8,252
2004-01-20 EDELMAN THOMAS J Director A-Award A Senior Subordinated Units 1,700 0.00 104,664
2004-01-20 CAVANAUGH JOSEPH Officer A-Award A Senior Subordinated Units 6,000 0.00 13,669
2004-01-20 CATANIA ANGELO Officer A-Award A Senior Subordinated Units 8,000 0.00 9,447

Executive team

Top executives
EBIT / Employee
38.5K
Shares Outstanding
32.88M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2005 Daniel P. Donovan, President and Chief Operating Officer
2 2005 Joseph P. Cavanaugh, Chief Executive Officer
3 2005 Irik P. Sevin, Director
4 2005 David A. Shinnebarger, Executive Vice President
5 2005 Richard F. Ambury Chief Financial Officer
6 2005 Ami Trauber, Chief Financial Officer
7 2004 Richard F. Ambury Chief Financial Officer
8 2004 Irik P. Sevin, Director
9 2004 Ami Trauber, Chief Financial Officer
10 2004 Joseph P. Cavanaugh, Chief Executive Officer
11 2004 David A. Shinnebarger, Executive Vice President
12 2004 Daniel P. Donovan, President and Chief Operating Officer
13 2003 Irik P. Sevin, Director
14 2003 Richard F. Ambury Chief Financial Officer
15 2003 Joseph P. Cavanaugh, Chief Executive Officer
16 2003 Ami Trauber, Chief Financial Officer
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-16 8-K
2026-02-13 8-K
2026-02-04 8-K
2026-02-04 10-Q
2026-02-02 5/A
2026-02-02 5/A
2026-02-02 5
2026-02-02 5

Executive team

NameTitleCompensationGender
Richard F. Ambury Chief Financial Officer, Executive Vice President, Treasurer & Secretary of Kestrel Heat, LLC 1M male
Jeffrey Woosnam President, Chief Executive Officer & Director of Kestrel Heat LLC 1M male
Joseph R. McDonald Chief Customer Officer of Kestrel Heat, LLC 1M male
Jeffrey S. Hammond Chief Operating Officer of Kestrel Heat LLC 1M male
Chris Witty Investor Relations Contact male
Cory A. Czekanski Vice President & Controller of Kestrel Heat LLC male
ESG Rating
B
OIL & GAS REFINING & MARKETING
2018
E (Environmental)
59.6 / 55.3
Company / Sector avg.
S (Social)
70.5 / 62.5
Company / Sector avg.
G (Governance)
74.7 / 57.7
Company / Sector avg.
ESG Total
68.2 / 58.5
Company / Sector avg.
ESG Score History OIL & GAS REFINING & MARKETING
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits