The Simply Good Foods Company (SMPL)
Denver, CO, US
The Simply Good Foods Company operates as a global purveyor of consumer packaged food and beverage items, with a significant presence across North America and in international markets. Its core business revolves around the creation, promotion, and sale of a diverse portfolio of snacks and meal replacement solutions. The company's extensive product line encompasses protein bars, convenient ready-to-drink shakes, various sweet and savory snack options, cookies, pizzas, protein-enriched chips, culinary recipes, and confectionery. These offerings are available under well-recognized brand identities, including Atkins, Atkins Endulge, and Quest, with the latter also extending to licensed frozen meals. The Simply Good Foods Company ensures broad availability through an extensive distribution network that includes major retailers, grocery chains, pharmacies, wholesale club stores, convenience stores, and gas stations. Furthermore, it actively engages in e-commerce, selling its products directly to consumers through dedicated online platforms such as atkins.com and questnutrition.com, as well as via amazon.com. The enterprise is headquartered in Denver, Colorado.
11 articles
- Simply Good Foods shares rise as quarterly earnings, revenue top estimates Proactive Investors
- Simply Good Foods (SMPL) Tops Q3 Earnings and Revenue Estimates Zacks Investment Research
- Simply Good Foods shares rise as quarterly earnings, revenue top estimates Proactive Investors - Finance
- Simply Good Foods Q3 Earnings Call Highlights MarketBeat
- The Simply Good Foods Company (SMPL) Q3 2026 Earnings Call Transcript Seeking Alpha
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Conyers Park III Acquisition Corp. | CPAA | 2017-04-11 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.37% | -2.12% | -13.84% | -32.47% | -41.46% | -42.63% | -66.26% | -68.17% | -66.57% | -4.00% | -4.00% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 6 | -1 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
19.00
+56.6%
|
| Last Quarter | 5 |
15.80
+30.3%
|
| Last Year | 17 |
25.29
+108.5%
|
| All Time | 36 |
32.47
+167.7%
|
-
Revenue growth Packaged Foods: +4.4%+9.0% ★ Q2'26: -6.3% (vs Q2'25)
-
EPS growth Packaged Foods: +14.6%-26.1% Q2'26: -245.0% (vs Q2'25)
-
FCF margin FCF growth · Packaged Foods: +15.9%+5.1% Q2'26: +0.7% (vs Q2'25)
-
EBIT margin Packaged Foods: +7.9%+11.0% ★ Q2'26: -12.4% (vs Q2'25)
-
ROIC Packaged Foods: +7.0%+6.0% Q2'26: -9.9% (vs Q2'25)
-
Share dilution Packaged Foods: +0.0%+0.2% Q2'26: -11.5% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×1.66× Q2'26: -2.25× (vs Q2'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Aug 2017 actual |
Aug 2018 actual |
Aug 2019 actual |
Aug 2020 actual |
Aug 2021 actual |
Aug 2022 actual |
Aug 2023 actual |
Aug 2024 actual |
Aug 2025 actual |
Aug 2026 8 Rev. Ana. 4 EPS Ana. |
Aug 2027 8 Rev. Ana. 4 EPS Ana. |
Aug 2028 6 Rev. Ana. 1 EPS Ana. |
Aug 2029 3 Rev. Ana. 1 EPS Ana. |
Aug 2030 4 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
396.17M
est: 394.47M (+0.4%)
|
431.43M
est: 434.42M (-0.7%)
|
523.76M
est: 516.34M (+1.4%)
|
816.64M
est: 799.97M (+2.1%)
|
1.01B
est: 995.15M (+1.1%)
|
1.17B
est: 1.16B (+1.1%)
|
1.24B
est: 1.27B (-1.8%)
|
1.33B
est: 1.33B (+0.2%)
|
1.45B
est: 1.45B (+0.1%)
|
1.33B
1.31B – 1.35B
-7.9% YoY
|
1.32B
1.28B – 1.35B
-1.2% YoY
|
1.35B
1.35B – 1.35B
+2.4% YoY
|
1.35B
1.33B – 1.38B
+0.2% YoY
|
1.38B
1.36B – 1.41B
+1.8% YoY
|
| EBITDA |
36.83M
est: 62.98M (-41.5%)
|
73.14M
est: 117.38M (-37.7%)
|
12.60M
est: 61.05M (-79.4%)
|
131.63M
est: 106.27M (+23.9%)
|
135.64M
est: 126.72M (+7.0%)
|
198.37M
est: 126.19M (+57.2%)
|
232.74M
est: 202.14M (+15.1%)
|
240.06M
est: 212.18M (+13.1%)
|
182.92M
est: 231.48M (-21.0%)
|
213.09M
209.66M – 216.29M
-7.9% YoY
|
210.52M
204.14M – 215.31M
-1.2% YoY
|
215.65M
215.62M – 215.69M
+2.4% YoY
|
216.14M
212.66M – 220.75M
+0.2% YoY
|
220.05M
216.50M – 224.73M
+1.8% YoY
|
| EBIT |
27.21M
est: 54.75M (-50.3%)
|
65.64M
est: 68.72M (-4.5%)
|
5.10M
est: 47.53M (-89.3%)
|
111.78M
est: 88.93M (+25.7%)
|
112.42M
est: 143.53M (-21.7%)
|
172.45M
est: 155.03M (+11.2%)
|
205.76M
est: 175.71M (+17.1%)
|
212.08M
est: 151.17M (+40.3%)
|
159.15M
est: 164.92M (-3.5%)
|
151.82M
149.37M – 154.10M
-7.9% YoY
|
149.99M
145.45M – 153.40M
-1.2% YoY
|
153.65M
153.62M – 153.67M
+2.4% YoY
|
153.99M
151.51M – 157.28M
+0.2% YoY
|
156.78M
154.25M – 160.12M
+1.8% YoY
|
| Net Income |
-2.04M
est: 30.98M (-106.6%)
|
70.46M
est: 85.50M (-17.6%)
|
-25.23M
est: 26.15M (-196.5%)
|
65.64M
est: 45.84M (+43.2%)
|
40.88M
est: 52.51M (-22.1%)
|
108.57M
est: 50.86M (+113.5%)
|
133.57M
est: 140.76M (-5.1%)
|
139.31M
est: 185.78M (-25.0%)
|
103.61M
est: 196.82M (-47.4%)
|
166.81M
163.77M – 169.84M
-15.2% YoY
|
178.15M
164.68M – 191.62M
+6.8% YoY
|
185.48M
180.99M – 189.98M
+4.1% YoY
|
191.10M
187.09M – 196.39M
+3.0% YoY
|
189.40M
185.44M – 194.65M
-0.9% YoY
|
| SGA |
116.97M
est: 77.33M (+51.3%)
|
106.23M
est: 133.13M (-20.2%)
|
127.67M
est: 110.46M (+15.6%)
|
191.22M
est: 126.19M (+51.5%)
|
208.36M
est: 172.60M (+20.7%)
|
220.85M
est: 175.74M (+25.7%)
|
226.76M
est: 248.19M (-8.6%)
|
268.23M
est: 260.51M (+3.0%)
|
290.21M
est: 284.20M (+2.1%)
|
261.63M
257.41M – 265.56M
-7.9% YoY
|
258.47M
250.64M – 264.35M
-1.2% YoY
|
264.77M
264.73M – 264.82M
+2.4% YoY
|
265.37M
261.10M – 271.03M
+0.2% YoY
|
270.17M
265.82M – 275.92M
+1.8% YoY
|
| EPS |
-0.03
est: 0.31 (-109.4%)
|
0.53
est: 0.55 (-3.0%)
|
-0.30
est: 0.66 (-145.2%)
|
0.37
est: 0.84 (-56.0%)
|
0.43
est: 1.20 (-64.2%)
|
1.10
est: 1.46 (-24.5%)
|
1.34
est: 1.41 (-5.1%)
|
1.39
est: 1.83 (-23.8%)
|
1.03
est: 1.94 (-47.0%)
|
1.65
1.61 – 1.67
-15.0% YoY
|
1.74
1.62 – 1.89
+5.3% YoY
|
1.82
1.78 – 1.87
+4.6% YoY
|
1.88
1.84 – 1.93
+3.4% YoY
|
1.87
1.83 – 1.92
-0.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-27 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-26 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-22 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-21 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-20 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-19 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-18 | B- | 3/5 | 5/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-05-15 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-14 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-13 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-12 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-11 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-08 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-07 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-06 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-05 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-04 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-24 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-23 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-22 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-21 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-20 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-17 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-16 | B- | 2/5 | 5/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 12.90M | 13.40% | 12.74M | — | 12.90M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 9.27M | 9.65% | — | 76.4K | 9.12M | 152.2K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | Wellington Group Holdings LLP | 7.50M | 10.39% | — | 6.37M | — | — | HC | Delaware | 2017-08-10 | ↗ |
| 4 | Wellington Investment Advisors Holdings LLP | 7.50M | 10.39% | — | 6.37M | — | — | HC | Delaware | 2017-08-10 | ↗ |
| 5 | Wellington Management Group LLP | 7.50M | 10.39% | — | 6.37M | — | — | HC | Delaware | 2017-08-10 | ↗ |
| 6 | Abigail P. Johnson | 7.25M | 8.86% | — | — | 7.25M | — | IN | United States of America | 2019-02-13 | ↗ |
| 7 | FMR LLC | 7.25M | 8.86% | 564.0K | — | 7.25M | — | HC | Delaware | 2019-02-13 | ↗ |
| 8 | Wellington Management Company LLP | 5.51M | 7.63% | — | 4.66M | — | — | IA | Delaware | 2017-08-10 | ↗ |
| 9 | 85-4328500 | 5.30M | 5.30% | 5.30M | — | 5.30M | — | IA | Maryland | 2024-11-14 | ↗ |
| 10 | 52-0556948 | 4.57M | 4.70% | 1.18M | — | 4.57M | — | IA | Maryland | 2020-02-14 | ↗ |
| 11 | Capital World Investors ** | 4.42M | 6.20% | 4.42M | — | 4.42M | — | IA | Delaware | 2018-02-14 | ↗ |
| 12 | 95-1411037 | 13.00 | 5.60% | 5.32M | — | 5.32M | — | IA | Delaware | 2022-02-11 | ↗ |
| 13 | Conyers Park Sponsor LLC | — | 0.00% | — | — | — | — | OO | — | 2022-10-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 13.82M +481.3K (+3.6%) | 277.48M -53.6M (-16.2%) | 13.99% +0.778 pp | 0.00% -0.001 pp | USD34.36 -41.6% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 10.63M +249.4K (+2.4%) | 213.48M -44.2M (-17.2%) | 10.77% +0.479 pp | 0.00% -0.001 pp | USD26.62 -24.6% | 34 qtrs — |
| 3 | FMR LLC | 5.50M -1.5M (-21.1%) | 110.35M -62.5M (-36.2%) | 5.57% -1.335 pp | 0.01% -0.003 pp | USD36.63 -45.2% | 34 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 3.97M -315.5K (-7.4%) | 79.78M -26.7M (-25.0%) | 4.02% -0.226 pp | 0.02% -0.006 pp | USD29.13 -31.1% | 30 qtrs — |
| 5 | STATE STREET CORP | 3.54M -30.8K (-0.9%) | 71.06M -17.5M (-19.8%) | 3.58% +0.047 pp | 0.00% -0.001 pp | USD27.52 -27.0% | 34 qtrs — |
| 6 | BOSTON TRUST WALDEN CORP | 3.31M -215.8K (-6.1%) | 66.37M -21.0M (-24.1%) | 3.35% -0.142 pp | 0.50% -0.140 pp | USD34.22 -41.3% | 6 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.33M -3.8K (-0.2%) | 46.85M -11.2M (-19.2%) | 2.36% +0.047 pp | 0.00% -0.001 pp | USD26.99 -25.6% | 34 qtrs — |
| 8 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.12M +469.9K (+28.4%) | 42.66M +1.6M (+3.9%) | 2.15% +0.512 pp | 0.12% +0.013 pp | USD28.70 -30.0% | 3 qtrs — |
| 9 | MORGAN STANLEY | 1.95M +1.2M (+158.9%) | 39.21M +20.5M (+109.5%) | 1.98% +1.230 pp | 0.00% +0.001 pp | USD25.27 -20.5% | 34 qtrs — |
| 10 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.91M -12.9K (-0.7%) | 38.33M -9.4M (-19.6%) | 1.93% +0.029 pp | 0.13% -0.033 pp | USD35.51 -43.5% | 27 qtrs — |
| 11 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.90M -674.0K (-26.2%) | 38.07M -25.7M (-40.3%) | 1.92% -0.627 pp | 0.02% -0.015 pp | USD34.42 -41.7% | 14 qtrs — |
| 12 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 1.85M +60.5K (+3.4%) | 37.11M -7.3M (-16.4%) | 1.87% +0.100 pp | 0.26% -0.039 pp | USD24.93 -19.5% | 26 qtrs — |
| 13 | D. E. SHAW & CO., INC. | 1.62M +1.2M (+293.9%) | 32.54M +22.3M (+218.6%) | 1.64% +1.233 pp | 0.02% +0.012 pp | USD21.84 -8.1% | 14 qtrs — |
| 14 | RIVER ROAD ASSET MANAGEMENT, LLC | 1.59M +1.6M (+100.0%) | 31.86M +31.9M (+100.0%) | 1.61% +1.607 pp | 0.35% +0.349 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 15 | SHAPIRO CAPITAL MANAGEMENT LLC | 1.39M +698.7K (+101.0%) | 27.93M +10.8M (+62.6%) | 1.41% +0.723 pp | 1.47% +0.731 pp | USD22.44 -10.5% | 2 qtrs — |
| 16 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.28M -36.4K (-2.8%) | 25.65M -7.0M (-21.3%) | 1.29% -0.008 pp | 0.03% -0.008 pp | USD28.63 -29.9% | 11 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.17M +115.5K (+11.0%) | 23.41M -2.7M (-10.2%) | 1.18% +0.140 pp | 0.00% -0.001 pp | USD28.49 -29.5% | 33 qtrs — |
| 18 | WELLINGTON MANAGEMENT GROUP LLP | 1.13M -812.6K (-41.8%) | 22.76M -25.5M (-52.9%) | 1.15% -0.780 pp | 0.00% -0.005 pp | USD34.96 -42.6% | 9 qtrs — |
| 19 | JANE STREET GROUP, LLC | 1.05M -1.0M (-50.0%) | 21.01M -30.9M (-59.6%) | 1.06% -1.014 pp | 0.00% -0.005 pp | USD26.52 -24.3% | 27 qtrs — |
| 20 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.02M +113.8K (+12.6%) | 20.40M -2.0M (-8.9%) | 1.03% +0.135 pp | 0.07% -0.004 pp | USD24.97 -19.6% | 3 qtrs — |
| 21 | GOLDMAN SACHS GROUP INC | 956.6K +323.9K (+51.2%) | 19.21M +3.5M (+22.3%) | 0.97% +0.342 pp | 0.00% +0.000 pp | USD25.73 -22.0% | 34 qtrs — |
| 22 | NORTHERN TRUST CORP | 915.8K -18.4K (-2.0%) | 18.39M -4.8M (-20.7%) | 0.93% +0.002 pp | 0.00% -0.001 pp | USD22.91 -12.4% | 34 qtrs — |
| 23 | TWO SIGMA INVESTMENTS, LP | 899.8K +510.0K (+130.8%) | 18.07M +8.4M (+86.8%) | 0.91% +0.525 pp | 0.03% +0.011 pp | USD22.22 -9.6% | 4 qtrs — |
| 24 | AMERIPRISE FINANCIAL INC | 845.2K +82.0K (+10.7%) | 16.97M -2.0M (-10.4%) | 0.86% +0.100 pp | 0.00% -0.001 pp | USD26.38 -23.9% | 21 qtrs — |
| 25 | BANK OF AMERICA CORP /DE/ | 841.8K +522.5K (+163.6%) | 16.90M +9.0M (+113.3%) | 0.85% +0.536 pp | 0.00% +0.001 pp | USD25.80 -22.2% | 33 qtrs — |
| 26 | NUVEEN, LLC | 806.4K +110.4K (+15.9%) | 16.19M -1.1M (-6.3%) | 0.82% +0.127 pp | 0.00% 0.000 pp | USD28.63 -29.9% | 4 qtrs — |
| 27 | BALYASNY ASSET MANAGEMENT L.P. | 798.8K +318.3K (+66.2%) | 16.04M +4.1M (+34.5%) | 0.81% +0.333 pp | 0.02% +0.005 pp | USD26.75 -24.9% | 9 qtrs — |
| 28 | PRICE T ROWE ASSOCIATES INC /MD/ | 705.2K +10.3K (+1.5%) | 14.16M -3.1M (-17.9%) | 0.71% +0.026 pp | 0.00% 0.000 pp | USD20.79 -3.4% | 34 qtrs — |
| 29 | BESSEMER GROUP INC | 690.9K +482.0K (+230.7%) | 13.87M +8.7M (+167.6%) | 0.70% +0.493 pp | 0.02% +0.013 pp | USD23.67 -15.2% | 34 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 599.8K +19.0K (+3.3%) | 12.04M -2.4M (-16.5%) | 0.61% +0.032 pp | 0.00% -0.001 pp | USD28.46 -29.4% | 34 qtrs — |
| 31 | WALLEYE CAPITAL LLC | 595.4K +556.3K (+1,425.9%) | 11.95M +11.0M (+1,134.5%) | 0.60% +0.564 pp | 0.04% +0.033 pp | USD20.83 -3.6% | 3 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 561.3K +36.7K (+7.0%) | 11.27M -1.8M (-13.4%) | 0.57% +0.049 pp | 0.01% -0.001 pp | USD34.66 -42.1% | 21 qtrs — |
| 33 | ARMISTICE CAPITAL, LLC | 536.0K +536.0K (+100.0%) | 10.76M +10.8M (+100.0%) | 0.54% +0.543 pp | 0.13% +0.128 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 34 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 526.5K +239.9K (+83.7%) | 10.57M +3.5M (+48.6%) | 0.53% +0.249 pp | 0.01% +0.002 pp | USD22.89 -12.3% | 8 qtrs — |
| 35 | ASSENAGON ASSET MANAGEMENT S.A. | 496.5K +496.5K (+100.0%) | 9.97M +10.0M (+100.0%) | 0.50% +0.503 pp | 0.01% +0.014 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 36 | BNP PARIBAS ARBITRAGE, SNC | 461.3K +51.0K (+12.4%) | 9.26M -920.6K (-9.0%) | 0.47% +0.061 pp | 0.00% -0.001 pp | USD32.23 -37.7% | 32 qtrs — |
| 37 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 456.5K +456.5K (+100.0%) | 9.17M +9.2M (+100.0%) | 0.46% +0.462 pp | 0.02% +0.015 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 38 | RENAISSANCE TECHNOLOGIES LLC | 456.2K +50.4K (+12.4%) | 9.16M -911.2K (-9.0%) | 0.46% +0.060 pp | 0.01% +0.001 pp | USD26.29 -23.6% | 10 qtrs — |
| 39 | JUMP FINANCIAL, LLC | 452.7K +208.7K (+85.6%) | 9.09M +3.0M (+50.1%) | 0.46% +0.217 pp | 0.11% +0.039 pp | USD22.63 -11.3% | 4 qtrs — |
| 40 | INVESCO LTD. | 421.1K -2.7K (-0.6%) | 8.46M -2.1M (-19.6%) | 0.43% +0.007 pp | 0.00% 0.000 pp | USD33.49 -40.0% | 32 qtrs — |
| 41 | TWO SIGMA ADVISERS, LP | 411.0K +234.5K (+132.9%) | 8.25M +3.9M (+88.4%) | 0.42% +0.241 pp | 0.02% +0.007 pp | USD22.12 -9.2% | 2 qtrs — |
| 42 | PACER ADVISORS, INC. | 323.7K +323.7K (+100.0%) | 6.50M +6.5M (+100.0%) | 0.33% +0.328 pp | 0.02% +0.017 pp | USD20.08 +0.0% | 11 qtrs — |
| 43 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 318.0K -42.8K (-11.9%) | 6.38M -2.6M (-28.7%) | 0.32% -0.036 pp | 0.02% -0.011 pp | USD31.60 -36.5% | 23 qtrs — |
| 44 | CITADEL ADVISORS LLC | 299.1K -95.1K (-24.1%) | 6.01M -3.8M (-38.6%) | 0.30% -0.088 pp | 0.00% -0.001 pp | USD35.11 -42.8% | 33 qtrs — |
| 45 | WINTON GROUP LTD | 260.7K +260.7K (+100.0%) | 5.23M +5.2M (+100.0%) | 0.26% +0.264 pp | 0.18% +0.181 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 46 | RHUMBLINE ADVISERS | 257.5K -10.0K (-3.8%) | 5.17M -1.5M (-22.1%) | 0.26% -0.004 pp | 0.00% -0.001 pp | USD27.72 -27.6% | 31 qtrs — |
| 47 | XTX TOPCO LTD | 242.2K +215.1K (+792.7%) | 4.86M +4.2M (+622.2%) | 0.25% +0.218 pp | 0.13% +0.093 pp | USD21.10 -4.8% | 5 qtrs — |
| 48 | MAN GROUP PLC | 236.9K +197.3K (+497.7%) | 4.76M +3.8M (+383.5%) | 0.24% +0.201 pp | 0.01% +0.006 pp | USD21.50 -6.6% | 26 qtrs — |
| 49 | LEGAL & GENERAL GROUP PLC | 230.4K -17.7K (-7.1%) | 4.63M -1.5M (-24.9%) | 0.23% -0.013 pp | 0.00% 0.000 pp | USD31.44 -36.1% | 32 qtrs — |
| 50 | MILLENNIUM MANAGEMENT LLC | 228.5K -1.0M (-81.7%) | 4.59M -26.3M (-85.2%) | 0.23% -1.004 pp | 0.00% -0.011 pp | USD26.19 -23.3% | 34 qtrs — |
| 51 | ENGINEERS GATE MANAGER LP | 220.5K +16.7K (+8.2%) | 4.43M -631.0K (-12.5%) | 0.22% +0.021 pp | 0.05% -0.005 pp | USD26.52 -24.3% | 6 qtrs — |
| 52 | SEIZERT CAPITAL PARTNERS, LLC | 208.6K +180.3K (+637.8%) | 4.19M +3.5M (+496.9%) | 0.21% +0.183 pp | 0.18% +0.147 pp | USD21.64 -7.2% | 3 qtrs — |
| 53 | JPMORGAN CHASE & CO | 192.9K -244.9K (-55.9%) | 3.87M -7.0M (-64.4%) | 0.20% -0.238 pp | 0.00% 0.000 pp | USD35.79 -43.9% | 33 qtrs — |
| 54 | CONNORS INVESTOR SERVICES INC | 188.9K +128.2K (+211.0%) | 3.79M +2.3M (+151.6%) | 0.19% +0.131 pp | 0.33% +0.198 pp | USD24.71 -18.7% | 4 qtrs — |
| 55 | PICTON MAHONEY ASSET MANAGEMENT | 188.6K +188.6K (+100.0%) | 3.79M +3.8M (+100.0%) | 0.19% +0.191 pp | 0.03% +0.029 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 56 | SWISS NATIONAL BANK | 188.3K +3.2K (+1.7%) | 3.78M -813.1K (-17.7%) | 0.19% +0.007 pp | 0.00% 0.000 pp | USD22.94 -12.5% | 33 qtrs — |
| 57 | UBS ASSET MANAGEMENT AMERICAS INC | 184.9K -7.5K (-3.9%) | 3.71M -1.1M (-22.2%) | 0.19% -0.003 pp | 0.00% 0.000 pp | USD33.40 -39.9% | 30 qtrs — |
| 58 | BARCLAYS PLC | 184.1K +18.9K (+11.5%) | 3.70M -2.0M (-35.6%) | 0.19% +0.023 pp | 0.00% -0.001 pp | USD31.61 -36.5% | 34 qtrs — |
| 59 | VERITION FUND MANAGEMENT LLC | 178.8K -32.9K (-15.5%) | 3.59M -1.7M (-31.7%) | 0.18% -0.029 pp | 0.01% -0.008 pp | USD31.59 -36.4% | 10 qtrs — |
| 60 | CREATIVE PLANNING | 176.2K +127.6K (+262.3%) | 3.54M +2.3M (+193.1%) | 0.18% +0.130 pp | 0.00% +0.002 pp | USD22.90 -12.3% | 12 qtrs — |
| 61 | NORGES BANK | 175.4K +175.4K (+100.0%) | 3.52M +3.5M (+100.0%) | 0.18% +0.178 pp | 0.00% +0.000 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 62 | NEW AGE ALPHA ADVISORS, LLC | 173.4K +166.5K (+2,413.6%) | 3.48M +3.3M (+1,933.6%) | 0.18% +0.169 pp | 0.15% +0.143 pp | USD20.62 -2.6% | 4 qtrs — |
| 63 | EDGESTREAM PARTNERS, L.P. | 172.7K -256.0K (-59.7%) | 3.47M -7.2M (-67.4%) | 0.17% -0.250 pp | 0.10% -0.213 pp | USD28.85 -30.4% | 3 qtrs — |
| 64 | HRT FINANCIAL LP | 162.3K +129.0K (+387.6%) | 3.26M +2.4M (+294.4%) | 0.16% +0.131 pp | 0.01% +0.007 pp | USD21.05 -4.6% | 2 qtrs — |
| 65 | DEUTSCHE BANK AG\ | 161.2K +15.4K (+10.5%) | 3.24M -382.5K (-10.6%) | 0.16% +0.019 pp | 0.00% 0.000 pp | USD29.60 -32.2% | 34 qtrs — |
| 66 | HOLOCENE ADVISORS, LP | 158.8K +10.4K (+7.0%) | 3.19M -495.3K (-13.4%) | 0.16% +0.014 pp | 0.01% -0.002 pp | USD31.05 -35.3% | 8 qtrs — |
| 67 | VICTORY CAPITAL MANAGEMENT INC | 156.4K -104.0K (-40.0%) | 3.14M -3.3M (-51.4%) | 0.16% -0.100 pp | 0.00% -0.002 pp | USD34.50 -41.8% | 31 qtrs — |
| 68 | HARBOR CAPITAL ADVISORS, INC. | 149.0K +109.9K (+281.4%) | 2.99M +2.0M (+208.5%) | 0.15% +0.112 pp | 0.23% +0.157 pp | USD21.34 -5.9% | 4 qtrs — |
| 69 | MADISON ASSET MANAGEMENT, LLC | 144.5K +927.0 (+0.6%) | 2.90M -662.0K (-18.6%) | 0.15% +0.004 pp | 0.03% -0.006 pp | USD28.10 -28.5% | 23 qtrs — |
| 70 | KESTREL INVESTMENT MANAGEMENT CORP | 135.6K +135.6K (+100.0%) | 2.72M +2.7M (+100.0%) | 0.14% +0.137 pp | 1.54% +1.543 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 71 | FIL LTD | 133.4K +— (+0.0%) | 2.68M -632.4K (-19.1%) | 0.14% +0.003 pp | 0.00% -0.001 pp | USD35.52 -43.5% | 7 qtrs — |
| 72 | Y-INTERCEPT (HONG KONG) LTD | 131.9K -31.0K (-19.0%) | 2.65M -1.4M (-34.5%) | 0.13% -0.028 pp | 0.06% -0.038 pp | USD25.63 -21.7% | 3 qtrs — |
| 73 | TREXQUANT INVESTMENT LP | 129.6K -113.4K (-46.7%) | 2.60M -3.4M (-56.8%) | 0.13% -0.110 pp | 0.02% -0.039 pp | USD24.82 -19.1% | 2 qtrs — |
| 74 | CITIGROUP INC | 124.9K +36.6K (+41.5%) | 2.51M +316.4K (+14.4%) | 0.13% +0.039 pp | 0.00% +0.000 pp | USD31.42 -36.1% | 34 qtrs — |
| 75 | AQR CAPITAL MANAGEMENT LLC | 117.3K +85.1K (+263.7%) | 2.36M +1.6M (+194.2%) | 0.12% +0.087 pp | 0.00% +0.001 pp | USD21.38 -6.1% | 17 qtrs — |
| 76 | UBS GROUP AG | 117.2K -359.1K (-75.4%) | 2.35M -9.5M (-80.1%) | 0.12% -0.353 pp | 0.00% -0.002 pp | USD31.64 -36.5% | 34 qtrs — |
| 77 | ALLIANCEBERNSTEIN L.P. | 117.0K +12.8K (+12.3%) | 2.35M -236.5K (-9.1%) | 0.12% +0.015 pp | 0.00% 0.000 pp | USD32.92 -39.0% | 31 qtrs — |
| 78 | RAYMOND JAMES FINANCIAL INC | 114.8K +83.5K (+267.3%) | 2.30M +1.5M (+197.2%) | 0.12% +0.085 pp | 0.00% +0.001 pp | USD25.01 -19.7% | 5 qtrs — |
| 79 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 110.6K +7.9K (+7.7%) | 2.22M -327.0K (-12.8%) | 0.11% +0.010 pp | 0.00% -0.001 pp | USD32.79 -38.8% | 21 qtrs — |
| 80 | STATE OF NEW JERSEY COMMON PENSION FUND D | 109.5K +37.1K (+51.3%) | 2.20M +402.0K (+22.4%) | 0.11% +0.039 pp | 0.01% +0.001 pp | USD26.22 -23.4% | 26 qtrs — |
| 81 | GABELLI FUNDS LLC | 108.0K -4.0K (-3.6%) | 2.17M -611.2K (-22.0%) | 0.11% -0.002 pp | 0.01% -0.004 pp | USD34.66 -42.1% | 9 qtrs — |
| 82 | WELLS FARGO & COMPANY/MN | 103.2K +38.1K (+58.6%) | 2.07M +457.2K (+28.3%) | 0.10% +0.040 pp | 0.00% +0.000 pp | USD26.11 -23.1% | 34 qtrs — |
| 83 | BRIDGEWATER ASSOCIATES, LP | 100.2K -66.3K (-39.8%) | 2.01M -2.1M (-51.3%) | 0.10% -0.064 pp | 0.01% -0.009 pp | USD24.82 -19.1% | 19 qtrs — |
| 84 | SAVOIR FAIRE CAPITAL MANAGEMENT, L.P. | 96.7K -49.3K (-33.7%) | 1.94M -1.7M (-46.4%) | 0.10% -0.047 pp | 0.92% -0.379 pp | USD30.09 -33.3% | 5 qtrs — |
| 85 | NEUBERGER BERMAN GROUP LLC | 93.3K -65.5K (-41.2%) | 1.87M -2.1M (-52.5%) | 0.09% -0.063 pp | 0.00% -0.002 pp | USD26.67 -24.7% | 24 qtrs — |
| 86 | CLARK ESTATES INC/NY | 92.3K +12.3K (+15.4%) | 1.85M -132.2K (-6.7%) | 0.09% +0.014 pp | 0.45% -0.004 pp | USD24.19 -17.0% | 2 qtrs — |
| 87 | VILLANOVA INVESTMENT MANAGEMENT CO LLC | 89.3K +89.3K (+100.0%) | 1.79M +1.8M (+100.0%) | 0.09% +0.091 pp | 1.26% +1.264 pp | USD20.08 +0.0% | 1 qtrs NEW |
| 88 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 88.3K -180.0 (-0.2%) | 1.77M -423.2K (-19.3%) | 0.09% +0.002 pp | 0.00% -0.001 pp | USD21.74 -7.6% | 31 qtrs — |
| 89 | PRUDENTIAL FINANCIAL INC | 86.9K -6.4K (-6.9%) | 1.74M -571.4K (-24.7%) | 0.09% -0.005 pp | 0.00% -0.001 pp | USD33.34 -39.8% | 22 qtrs — |
| 90 | CAXTON ASSOCIATES LLP | 84.1K +30.6K (+57.3%) | 1.69M +361.4K (+27.2%) | 0.09% +0.032 pp | 0.03% +0.002 pp | USD23.09 -13.0% | 4 qtrs — |
| 91 | COMERICA BANK | 83.5K +56.9K (+213.3%) | 1.68M +1.0M (+153.4%) | 0.08% +0.058 pp | 0.01% +0.004 pp | USD24.84 -19.2% | 11 qtrs — |
| 92 | CAMPBELL & CO INVESTMENT ADVISER LLC | 81.9K +62.8K (+329.0%) | 1.64M +1.2M (+247.1%) | 0.08% +0.064 pp | 0.08% +0.043 pp | USD21.18 -5.2% | 2 qtrs — |
| 93 | JAIN GLOBAL LLC | 81.2K -3.9K (-4.6%) | 1.63M -481.7K (-22.8%) | 0.08% -0.002 pp | 0.01% -0.002 pp | USD24.82 -19.1% | 2 qtrs — |
| 94 | SQUAREPOINT OPS LLC | 80.2K +80.2K (+100.0%) | 1.61M +1.6M (+100.0%) | 0.08% +0.081 pp | 0.00% +0.002 pp | USD20.08 +0.0% | 29 qtrs — |
| 95 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 78.0K +62.7K (+409.8%) | 1.57M +1.2M (+312.4%) | 0.08% +0.064 pp | 0.00% +0.000 pp | USD21.01 -4.4% | 30 qtrs — |
| 96 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 77.9K +— (+0.0%) | 1.56M -350.0K (-18.3%) | 0.08% +0.002 pp | 0.00% +0.000 pp | USD33.84 -40.7% | 33 qtrs — |
| 97 | MARSHALL WACE, LLP | 77.2K -1.2M (-94.0%) | 1.55M -30.3M (-95.1%) | 0.08% -1.192 pp | 0.00% -0.031 pp | USD24.82 -19.1% | 2 qtrs — |
| 98 | AMERICAN CENTURY COMPANIES INC | 76.3K +9.3K (+13.8%) | 1.53M -132.1K (-7.9%) | 0.08% +0.011 pp | 0.00% 0.000 pp | USD27.48 -26.9% | 17 qtrs — |
| 99 | THRIVENT FINANCIAL FOR LUTHERANS | 75.7K +8.9K (+13.4%) | 1.52M -137.0K (-8.3%) | 0.08% +0.011 pp | 0.00% -0.001 pp | USD30.49 -34.1% | 24 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Moonvest ETF MNVT | 4.63% | 2.41M | 0.75% |
| 2 | Invesco S&P SmallCap Consumer Staples ETF PSCC | 1.85% | 697.9K | 0.29% |
| 3 | Acquirers Small and Micro Deep Value ETF DEEP | 0.74% | 203.6K | 0.80% |
| 4 | Distillate Small/Mid Cash Flow ETF DSMC | 0.57% | 751.9K | 0.55% |
| 5 | VictoryShares Small Cap Free Cash Flow ETF SFLO | 0.53% | 3.35M | 0.56% |
| 6 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.33% | 94.2K | 0.60% |
| 7 | Federated Hermes MDT Small Cap Core ETF FSCC | 0.29% | 485.0K | 0.51% |
| 8 | Amplify Etho Climate Leadership U.S. ETF ETHO | 0.26% | 484.7K | 0.45% |
| 9 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.20% | 1.21M | 0.29% |
| 10 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.15% | 134.4K | 0.89% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2028-04-16 | Bealer Christopher J | Officer | — | — | Options to Purchase Common Stock | 34,035 | 36.49 | 1.24M | 0 | D | ↗ |
| 2026-05-14 | DALEY CLAYTON C JR | Director | P-Purchase | A | Common Stock | 10,000 | 11.78 | 117.8K | 111,743 | D | ↗ |
| 2026-05-12 | WEST DAVID J | Director | G-Gift | D | Common Stock | 261,000 | 0.00 | — | 1,746,800 | D | ↗ |
| 2026-04-23 | KILTS JAMES M | Director | P-Purchase | A | Common Stock | 80,000 | 12.39 | 991.5K | 172,854 | D | ↗ |
| 2026-04-16 | Bealer Christopher J | Officer | F-InKind | D | Common Stock | 2,361 | 11.61 | 27.4K | 59,601 | D | ↗ |
| 2026-03-04 | Held Amy C | Officer | F-InKind | D | Common Stock | 1,891 | 16.38 | 31.0K | 37,810 | D | ↗ |
| 2026-01-28 | WHITE JAMES D | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 29,076 | D | ↗ |
| 2026-01-28 | WEST DAVID J | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 2,007,800 | D | ↗ |
| 2026-01-28 | Schena Joseph J | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 24,957 | D | ↗ |
| 2026-01-28 | Ratzan Brian K. | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 2,057,609 | D | ↗ |
| 2026-01-28 | RITTERBUSH DAVID W | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 26,600 | D | ↗ |
| 2026-01-28 | Montgomery Robert G. | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 62,287 | D | ↗ |
| 2026-01-28 | Mally Romitha | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 10,437 | D | ↗ |
| 2026-01-28 | KILTS JAMES M | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 92,854 | D | ↗ |
| 2026-01-28 | GOOLSBY MICHELLE P | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 40,713 | D | ↗ |
| 2026-01-28 | DALEY CLAYTON C JR | Director | A-Award | A | Common Stock | 6,500 | 0.00 | — | 101,743 | D | ↗ |
| 2026-01-19 | SCALZO JOSEPH | Officer | — | — | Options to Purchase Common Stock | 66,925 | 24.15 | 1.62M | 0 | D | ↗ |
| 2025-11-17 | Clawson Michael L | Officer | P-Purchase | A | Common Stock | 5,000 | 20.00 | 100.0K | 37,620 | D | ↗ |
| 2025-11-14 | Clawson Michael L | Officer | — | — | Common Stock | 0 | 0.00 | — | 32,620 | D | ↗ |
| 2025-11-11 | Matthews Timothy Allen | Officer | S-Sale | D | Common Stock | 5,859 | 19.47 | 114.1K | 18,065 | D | ↗ |
| 2025-11-08 | Thomas Ryan | Officer | F-InKind | D | Common Stock | 780 | 19.99 | 15.6K | 19,859 | D | ↗ |
| 2025-11-08 | Tanner Geoff E | Director / Officer | F-InKind | D | Common Stock | 6,235 | 19.99 | 124.6K | 154,360 | D | ↗ |
| 2025-11-08 | Matthews Timothy Allen | Officer | A-Award | A | Common Stock | 3,656 | 0.00 | — | 23,351 | D | ↗ |
| 2025-11-08 | KRAFT TIMOTHY RICHARD | Officer | A-Award | A | Common Stock | 20,090 | 0.00 | — | 58,260 | D | ↗ |
| 2025-11-08 | Held Amy C | Officer | F-InKind | D | Common Stock | 1,153 | 19.99 | 23.0K | 39,701 | D | ↗ |
| 2025-11-08 | Heflin Stuart E. Jr. | Officer | F-InKind | D | Common Stock | 1,073 | 19.99 | 21.4K | 12,910 | D | ↗ |
| 2025-11-08 | Bealer Christopher J | Officer | A-Award | A | Common Stock | 28,996 | 0.00 | — | 61,962 | D | ↗ |
| 2025-11-06 | Bealer Christopher J | Officer | P-Purchase | A | Common Stock | 9,946 | 20.01 | 199.0K | 32,966 | D | ↗ |
| 2025-09-06 | WHITE JAMES D | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 22,576 | D | ↗ |
| 2025-09-06 | WEST DAVID J | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 2,001,300 | D | ↗ |
| 2025-09-06 | Schena Joseph J | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 18,457 | D | ↗ |
| 2025-09-06 | Ratzan Brian K. | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 2,051,109 | D | ↗ |
| 2025-09-06 | RITTERBUSH DAVID W | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 20,100 | D | ↗ |
| 2025-09-06 | Montgomery Robert G. | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 55,787 | D | ↗ |
| 2025-09-06 | Mally Romitha | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 3,937 | D | ↗ |
| 2025-09-06 | KILTS JAMES M | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 86,354 | D | ↗ |
| 2025-09-06 | GOOLSBY MICHELLE P | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 34,213 | D | ↗ |
| 2025-09-06 | DALEY CLAYTON C JR | Director | A-Award | A | Common Stock | 1,722 | 0.00 | — | 95,243 | D | ↗ |
| 2025-07-23 | Tanner Geoff E | Director / Officer | P-Purchase | A | Common Stock | 6,050 | 33.11 | 200.3K | 98,190 | D | ↗ |
| 2025-07-03 | Bealer Christopher J | Officer | — | — | Common Stock | 0 | 0.00 | — | 23,020 | D | ↗ |
| 2025-07-01 | Olivieri Mark A. Jr. | Officer | F-InKind | D | Common Stock | 2,519 | 32.43 | 81.7K | 22,296 | D | ↗ |
| 2025-05-01 | Heflin Stuart E. Jr. | Officer | F-InKind | D | Common Stock | 328 | 35.96 | 11.8K | 12,511 | D | ↗ |
| 2025-04-11 | Heflin Stuart E. Jr. | Officer | S-Sale | D | Common Stock | 5,000 | 37.25 | 186.3K | 12,839 | D | ↗ |
| 2025-04-10 | Tanner Geoff E | Director / Officer | F-InKind | D | Common Stock | 1,916 | 36.27 | 69.5K | 92,140 | D | ↗ |
| 2025-03-04 | Held Amy C | Officer | F-InKind | D | Common Stock | 2,132 | 36.51 | 77.8K | 26,577 | D | ↗ |
| 2025-02-01 | Matthews Timothy Allen | Officer | A-Award | A | Common Stock | 2,632 | 0.00 | — | 19,695 | D | ↗ |
| 2025-01-27 | Mally Romitha | Director | A-Award | A | Common Stock | 2,215 | 0.00 | — | 2,215 | D | ↗ |
| 2025-01-23 | Mally Romitha | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-01-18 | KRAFT TIMOTHY RICHARD | Officer | F-InKind | D | Common Stock | 1,898 | 33.87 | 64.3K | 38,170 | D | ↗ |
| 2024-11-18 | KRAFT TIMOTHY RICHARD | Officer | M-Exempt | D | Options to Purchase Common Stock | 49,854 | 16.75 | 835.1K | 50,000 | D | ↗ |
| 2024-11-14 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 50,000 | 37.38 | 1.87M | 2,049,387 | D | ↗ |
| 2024-11-14 | Matthews Timothy Allen | Officer | S-Sale | D | Common Stock | 5,325 | 37.31 | 198.7K | 17,063 | D | ↗ |
| 2024-11-12 | SCALZO JOSEPH | Director | S-Sale | D | Common Stock | 147,200 | 36.86 | 5.43M | 141,439 | D | ↗ |
| 2024-11-11 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 66,483 | 36.28 | 2.41M | 2,099,387 | D | ↗ |
| 2024-11-11 | Montgomery Robert G. | Director | S-Sale | D | Common Stock | 2,500 | 36.41 | 91.0K | 54,065 | D | ↗ |
| 2024-11-11 | KRAFT TIMOTHY RICHARD | Officer | S-Sale | D | Common Stock | 21,209 | 36.50 | 774.2K | 40,068 | D | ↗ |
| 2024-11-08 | Thomas Ryan | Officer | F-InKind | D | Common Stock | 375 | 36.23 | 13.6K | 7,780 | D | ↗ |
| 2024-11-08 | Tanner Geoff E | Director / Officer | F-InKind | D | Common Stock | 2,863 | 36.23 | 103.7K | 94,056 | D | ↗ |
| 2024-11-08 | SCALZO JOSEPH | Director | S-Sale | D | Common Stock | 2,374 | 36.23 | 86.0K | 136,830 | D | ↗ |
| 2024-11-08 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 12,714 | 36.25 | 460.9K | 2,165,870 | D | ↗ |
| 2024-11-08 | Olivieri Mark A. Jr. | Officer | A-Award | A | Common Stock | 3,848 | 0.00 | — | 24,815 | D | ↗ |
| 2024-11-08 | Matthews Timothy Allen | Officer | A-Award | A | Common Stock | 243 | 0.00 | — | 22,388 | D | ↗ |
| 2024-11-08 | Mara Shaun | Officer | F-InKind | D | Common Stock | 4,916 | 36.23 | 178.1K | 60,514 | D | ↗ |
| 2024-11-08 | KRAFT TIMOTHY RICHARD | Officer | A-Award | A | Common Stock | 799 | 0.00 | — | 61,277 | D | ↗ |
| 2024-11-08 | Held Amy C | Officer | A-Award | A | Common Stock | 8,064 | 0.00 | — | 28,709 | D | ↗ |
| 2024-11-08 | Heflin Stuart E. Jr. | Officer | F-InKind | D | Common Stock | 5,614 | 36.23 | 203.4K | 17,839 | D | ↗ |
| 2024-11-07 | WEST DAVID J | Director | G-Gift | D | Common Stock | 730,000 | 0.00 | — | 2,019,578 | D | ↗ |
| 2024-11-07 | SCALZO JOSEPH | Director | M-Exempt | D | Options to Purchase Common Stock | 225,912 | 12.00 | 2.71M | 736,000 | D | ↗ |
| 2024-11-07 | Ghez Nomi | Director | G-Gift | D | Common Stock | 6,985 | 0.00 | — | 151,886 | D | ↗ |
| 2024-11-06 | SCALZO JOSEPH | Director | M-Exempt | A | Common Stock | 25,000 | 12.00 | 300.0K | 164,204 | D | ↗ |
| 2024-11-06 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 20,803 | 36.32 | 755.6K | 2,178,584 | D | ↗ |
| 2024-09-06 | WHITE JAMES D | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 20,854 | — | ↗ |
| 2024-09-06 | WEST DAVID J | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 2,749,578 | — | ↗ |
| 2024-09-06 | Schena Joseph J | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 16,735 | — | ↗ |
| 2024-09-06 | SCALZO JOSEPH | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 139,204 | — | ↗ |
| 2024-09-06 | Ratzan Brian K. | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 2,199,387 | — | ↗ |
| 2024-09-06 | RITTERBUSH DAVID W | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 18,378 | — | ↗ |
| 2024-09-06 | Montgomery Robert G. | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 56,565 | — | ↗ |
| 2024-09-06 | KILTS JAMES M | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 84,632 | — | ↗ |
| 2024-09-06 | Ghez Nomi | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 158,871 | — | ↗ |
| 2024-09-06 | GOOLSBY MICHELLE P | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 32,491 | — | ↗ |
| 2024-09-06 | DALEY CLAYTON C JR | Director | A-Award | A | Common Stock | 3,827 | 0.00 | — | 93,521 | — | ↗ |
| 2024-07-31 | Heflin Stuart E. Jr. | Officer | S-Sale | D | Common Stock | 1,058 | 34.44 | 36.4K | 19,319 | — | ↗ |
| 2024-07-17 | Olivieri Mark A. Jr. | Officer | — | D | Common Stock | 0 | 0.00 | — | 20,967 | — | ↗ |
| 2024-07-08 | SCALZO JOSEPH | Director | F-InKind | D | Common Stock | 2,429 | 36.22 | 88.0K | 135,377 | — | ↗ |
| 2024-06-01 | Held Amy C | Officer | — | D | Common Stock | 0 | 0.00 | — | 20,645 | — | ↗ |
| 2024-05-10 | WHITE JAMES D | Director | S-Sale | D | Common Stock | 4,000 | 38.17 | 152.7K | 17,027 | — | ↗ |
| 2024-05-08 | Mara Shaun | Officer | F-InKind | D | Common Stock | 5,908 | 37.30 | 220.4K | 53,994 | — | ↗ |
| 2024-05-06 | KRAFT TIMOTHY RICHARD | Officer | F-InKind | D | Common Stock | 1,719 | 37.34 | 64.2K | 51,528 | — | ↗ |
| 2024-05-06 | Hunsberger Susan | Officer | F-InKind | D | Common Stock | 1,644 | 37.34 | 61.4K | 29,124 | — | ↗ |
| 2024-05-01 | KRAFT TIMOTHY RICHARD | Officer | A-Award | A | Common Stock | 10,884 | 0.00 | — | 53,247 | — | ↗ |
| 2024-05-01 | Heflin Stuart E. Jr. | Officer | F-InKind | D | Common Stock | 707 | 36.75 | 26.0K | 20,377 | — | ↗ |
| 2024-04-10 | Tanner Geoff E | Director / Officer | F-InKind | D | Common Stock | 1,916 | 32.40 | 62.1K | 61,729 | — | ↗ |
| 2024-01-25 | Montgomery Robert G. | Director | S-Sale | D | Common Stock | 2,500 | 39.36 | 98.4K | 52,738 | — | ↗ |
| 2024-01-11 | Hunsberger Susan | Officer | M-Exempt | A | Common Stock | 35,010 | 21.99 | 769.9K | 65,778 | — | ↗ |
| 2024-01-08 | KILTS JAMES M | Director | J-Other | D | Common Stock | 895,157 | 0.00 | — | 80,805 | — | ↗ |
| 2024-01-08 | Heflin Stuart E. Jr. | Officer | S-Sale | D | Common Stock | 1,048 | 40.45 | 42.4K | 21,084 | — | ↗ |
| 2024-01-04 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 30,768 | 42.73 | 1.31M | 2,195,560 | — | ↗ |
| 2023-12-07 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 8,180 | 40.15 | 328.4K | 2,226,328 | — | ↗ |
| 2023-12-06 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 51,512 | 40.20 | 2.07M | 2,234,508 | — | ↗ |
| 2023-12-05 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 28,766 | 40.09 | 1.15M | 2,286,020 | — | ↗ |
| 2023-12-04 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 61,284 | 40.14 | 2.46M | 2,314,786 | — | ↗ |
| 2023-11-27 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 258 | 40.03 | 10.3K | 2,376,070 | — | ↗ |
| 2023-11-09 | KRAFT TIMOTHY RICHARD | Officer | S-Sale | D | Common Stock | 4,379 | 38.00 | 166.4K | 42,363 | — | ↗ |
| 2023-11-08 | Thomas Ryan | Officer | A-Award | A | Common Stock | 3,922 | 0.00 | — | 3,922 | — | ↗ |
| 2023-11-08 | Tanner Geoff E | Director / Officer | A-Award | A | Common Stock | 29,883 | 0.00 | — | 63,645 | — | ↗ |
| 2023-11-08 | SCALZO JOSEPH | Director | A-Award | A | Common Stock | 59,559 | 0.00 | — | 145,472 | — | ↗ |
| 2023-11-08 | Matthews Timothy Allen | Officer | A-Award | A | Common Stock | 3,564 | 0.00 | — | 22,966 | — | ↗ |
| 2023-11-08 | Mara Shaun | Officer | F-InKind | D | Common Stock | 1,041 | 38.14 | 39.7K | 52,789 | — | ↗ |
| 2023-11-08 | KRAFT TIMOTHY RICHARD | Officer | F-InKind | D | Common Stock | 1,033 | 38.14 | 39.4K | 34,712 | — | ↗ |
| 2023-11-08 | Hunsberger Susan | Officer | F-InKind | D | Common Stock | 476 | 38.14 | 18.2K | 30,768 | — | ↗ |
| 2023-11-08 | Heflin Stuart E. Jr. | Officer | F-InKind | D | Common Stock | 551 | 38.14 | 21.0K | 22,132 | — | ↗ |
| 2023-10-09 | Thomas Ryan | Officer | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-09 | Heflin Stuart E. Jr. | Officer | — | D | Common Stock | 0 | 0.00 | — | 19,220 | — | ↗ |
| 2023-09-06 | WHITE JAMES D | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 21,027 | — | ↗ |
| 2023-09-06 | WEST DAVID J | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 2,745,751 | — | ↗ |
| 2023-09-06 | Schena Joseph J | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 12,908 | — | ↗ |
| 2023-09-06 | Ratzan Brian K. | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 2,376,328 | — | ↗ |
| 2023-09-06 | RITTERBUSH DAVID W | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 14,551 | — | ↗ |
| 2023-09-06 | Montgomery Robert G. | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 55,238 | — | ↗ |
| 2023-09-06 | KILTS JAMES M | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 975,962 | — | ↗ |
| 2023-09-06 | Ghez Nomi | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 155,044 | — | ↗ |
| 2023-09-06 | GOOLSBY MICHELLE P | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 28,664 | — | ↗ |
| 2023-09-06 | DALEY CLAYTON C JR | Director | A-Award | A | Common Stock | 3,771 | 0.00 | — | 89,694 | — | ↗ |
| 2023-07-24 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 300,000 | 37.78 | 11.33M | 2,372,557 | — | ↗ |
| 2023-07-07 | SCALZO JOSEPH | Director | A-Award | A | Common Stock | 9,581 | 0.00 | — | 85,913 | — | ↗ |
| 2023-07-06 | Short Jill M. | Officer | S-Sale | D | Common Stock | 5,410 | 37.34 | 202.0K | 33,188 | — | ↗ |
| 2023-07-03 | Tanner Geoff E | Director / Officer | P-Purchase | A | Common Stock | 6,850 | 36.61 | 250.8K | 33,762 | — | ↗ |
| 2023-05-15 | Ratzan Brian K. | Director | S-Sale | D | Common Stock | 15,133 | 40.00 | 605.3K | 2,672,557 | — | ↗ |
| 2023-05-11 | Matthews Timothy Allen | Officer | M-Exempt | A | Common Stock | 16,800 | 12.00 | 201.6K | 34,839 | — | ↗ |
| 2023-05-11 | KRAFT TIMOTHY RICHARD | Officer | S-Sale | D | Common Stock | 10,656 | 39.61 | 422.0K | 28,966 | — | ↗ |
| 2023-05-10 | Montgomery Robert G. | Director | S-Sale | D | Common Stock | 5,000 | 39.05 | 195.2K | 51,467 | — | ↗ |
| 2023-05-05 | KRAFT TIMOTHY RICHARD | Officer | S-Sale | D | Common Stock | 13,520 | 37.22 | 503.2K | 39,622 | — | ↗ |
| 2023-05-02 | Zink Linda | Officer | F-InKind | D | Common Stock | 502 | 37.27 | 18.7K | 41,098 | — | ↗ |
| 2023-04-10 | Tanner Geoff E | Director / Officer | P-Purchase | A | Common Stock | 6,912 | 36.17 | 250.0K | 6,912 | — | ↗ |
| 2023-04-10 | Ivie Jeremy Scott | Officer | S-Sale | D | Common Stock | 2,823 | 36.96 | 104.3K | 24,610 | — | ↗ |
| 2023-04-03 | Tanner Geoff E | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-09 | Wallis David L | Officer | F-InKind | D | Common Stock | 1,950 | 36.17 | 70.5K | 21,263 | — | ↗ |
| 2023-02-17 | Ivie Jeremy Scott | Officer | F-InKind | D | Common Stock | 1,234 | 37.74 | 46.6K | 27,433 | — | ↗ |
| 2023-01-18 | KRAFT TIMOTHY RICHARD | Officer | A-Award | A | Common Stock | 5,702 | 0.00 | — | 53,142 | — | ↗ |
| 2022-11-08 | Zink Linda | Officer | A-Award | A | Options to Purchase Common Stock | 6,246 | 0.00 | — | 6,246 | — | ↗ |
| 2022-11-08 | Wallis David L | Officer | A-Award | A | Common Stock | 2,741 | 0.00 | — | 23,213 | — | ↗ |
| 2022-11-08 | Short Jill M. | Officer | F-InKind | D | Common Stock | 704 | 38.61 | 27.2K | 19,103 | — | ↗ |
| 2022-11-08 | SCALZO JOSEPH | Officer | A-Award | A | Common Stock | 15,529 | 0.00 | — | 76,332 | — | ↗ |
| 2022-11-08 | Matthews Timothy Allen | Officer | A-Award | A | Common Stock | 8,223 | 0.00 | — | 18,039 | — | ↗ |
| 2022-11-08 | Mara Shaun | Officer | A-Award | A | Options to Purchase Common Stock | 9,369 | 0.00 | — | 9,369 | — | ↗ |
| 2022-11-08 | KRAFT TIMOTHY RICHARD | Officer | A-Award | A | Common Stock | 2,885 | 0.00 | — | 47,440 | — | ↗ |
| 2022-11-08 | Ivie Jeremy Scott | Officer | F-InKind | D | Common Stock | 538 | 38.61 | 20.8K | 26,791 | — | ↗ |
| 2022-11-08 | Hunsberger Susan | Officer | F-InKind | D | Common Stock | 223 | 38.61 | 8.6K | 17,466 | — | ↗ |
| 2022-10-27 | Mara Shaun | Officer | — | D | Options to Purchase Common Stock | 33,848 | 24.08 | 815.1K | — | — | ↗ |
| 2022-10-13 | Conyers Park Sponsor LLC | Director | J-Other | D | Common Stock | 13,766,778 | 0.00 | — | 0 | — | ↗ |
| 2022-09-06 | WHITE JAMES D | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 17,256 | — | ↗ |
| 2022-09-06 | WEST DAVID J | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 26,467 | — | ↗ |
| 2022-09-06 | Schena Joseph J | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 9,137 | — | ↗ |
| 2022-09-06 | Ratzan Brian K. | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 92,177 | — | ↗ |
| 2022-09-06 | RITTERBUSH DAVID W | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 10,780 | — | ↗ |
| 2022-09-06 | Montgomery Robert G. | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 56,467 | — | ↗ |
| 2022-09-06 | KILTS JAMES M | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 972,191 | — | ↗ |
| 2022-09-06 | Ghez Nomi | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 151,273 | — | ↗ |
| 2022-09-06 | GOOLSBY MICHELLE P | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 24,893 | — | ↗ |
| 2022-09-06 | DALEY CLAYTON C JR | Director | A-Award | A | Common Stock | 3,889 | 0.00 | — | 85,923 | — | ↗ |
| 2022-07-14 | Hunsberger Susan | Officer | F-InKind | D | Common Stock | 1,068 | 35.07 | 37.5K | 17,689 | — | ↗ |
| 2022-05-02 | Zink Linda | Officer | A-Award | A | Common Stock | 4,962 | 0.00 | — | 26,777 | — | ↗ |
| 2022-04-19 | Zink Linda | Officer | S-Sale | D | Common Stock | 4,900 | 44.40 | 217.6K | 21,815 | — | ↗ |
| 2022-04-19 | SCALZO JOSEPH | Director / Officer | M-Exempt | D | Options to Purchase Common Stock | 100,000 | 12.00 | 1.20M | 1,000,000 | — | ↗ |
| 2022-03-09 | Wallis David L | Officer | F-InKind | D | Common Stock | 1,941 | 38.05 | 73.9K | 19,245 | — | ↗ |
| 2022-01-07 | Conyers Park Sponsor LLC | Director / 10% Owner | C-Conversion | A | Common Stock | 6,700,000 | 11.50 | 77.05M | 15,636,017 | — | ↗ |
| 2021-12-29 | SCALZO JOSEPH | Director / Officer | M-Exempt | A | Common Stock | 22,177 | 12.00 | 266.1K | 67,732 | — | ↗ |
| 2021-12-28 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 77,823 | 41.69 | 3.24M | 45,555 | — | ↗ |
| 2021-11-15 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 12,683 | 39.72 | 503.7K | 0 | — | ↗ |
| 2021-11-15 | Conyers Park Sponsor LLC | Director / 10% Owner | S-Sale | D | Common Shares | 118,570 | 39.78 | 4.72M | 8,936,017 | — | ↗ |
| 2021-11-12 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 14,844 | 39.54 | 587.0K | 12,683 | — | ↗ |
| 2021-11-12 | Conyers Park Sponsor LLC | Director / 10% Owner | S-Sale | D | Common Shares | 6,280 | 39.75 | 249.6K | 9,054,587 | — | ↗ |
| 2021-11-11 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 15,678 | 39.43 | 618.1K | 27,527 | — | ↗ |
| 2021-11-11 | Conyers Park Sponsor LLC | Director / 10% Owner | S-Sale | D | Common Shares | 33,000 | 39.30 | 1.30M | 9,060,867 | — | ↗ |
| 2021-11-10 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 30,378 | 39.85 | 1.21M | 24,625 | — | ↗ |
| 2021-11-10 | Conyers Park Sponsor LLC | Director / 10% Owner | S-Sale | D | Common Shares | 18,633 | 40.01 | 745.5K | 9,093,867 | — | ↗ |
| 2021-11-08 | Zink Linda | Officer | A-Award | A | Options to Purchase Common Stock | 4,261 | 40.88 | 174.2K | 4,261 | — | ↗ |
| 2021-11-08 | Wallis David L | Officer | A-Award | A | Options to Purchase Common Stock | 3,878 | 40.88 | 158.5K | 3,878 | — | ↗ |
| 2021-11-08 | Short Jill M. | Officer | F-InKind | D | Common Stock | 2,782 | 0.00 | — | 19,807 | — | ↗ |
| 2021-11-08 | SCALZO JOSEPH | Director / Officer | A-Award | A | Common Stock | 13,732 | 0.00 | — | 121,541 | — | ↗ |
| 2021-11-08 | Parker C Scott | Officer | A-Award | A | Options to Purchase Common Stock | 8,234 | 0.00 | — | 8,234 | — | ↗ |
| 2021-11-08 | Matthews Timothy Allen | Officer | A-Award | A | Options to Purchase Common Stock | 2,033 | 40.88 | 83.1K | 2,033 | — | ↗ |
| 2021-11-08 | KRAFT TIMOTHY RICHARD | Officer | A-Award | A | Options to Purchase Common Stock | 6,669 | 40.88 | 272.6K | 6,669 | — | ↗ |
| 2021-11-08 | Hunsberger Susan | Officer | A-Award | A | Options to Purchase Common Stock | 6,357 | 40.88 | 259.9K | 6,357 | — | ↗ |
| 2021-11-08 | Cunfer Todd E | Officer | A-Award | A | Options to Purchase Common Stock | 9,469 | 40.88 | 387.1K | 9,469 | — | ↗ |
| 2021-11-04 | Montgomery Robert G. | Director | S-Sale | D | Common Stock | 5,000 | 40.27 | 201.4K | 52,578 | — | ↗ |
| 2021-11-02 | Matthews Timothy Allen | Officer | M-Exempt | D | Options to Purchase Common Stock | 15,000 | 12.00 | 180.0K | 18,071 | — | ↗ |
| 2021-10-22 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 95,558 | 36.87 | 3.52M | 55,003 | — | ↗ |
| 2021-10-07 | SCALZO JOSEPH | Officer | S-Sale | D | Common Stock | 14,448 | 36.61 | 528.9K | 150,561 | — | ↗ |
| 2021-09-17 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 13,743 | 34.60 | 475.5K | 146,642 | — | ↗ |
| 2021-09-16 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 14,595 | 34.89 | 509.2K | 160,385 | — | ↗ |
| 2021-09-15 | SCALZO JOSEPH | Director / Officer | S-Sale | D | Common Stock | 44,984 | 34.77 | 1.56M | 174,980 | — | ↗ |
| 2021-09-06 | WHITE JAMES D | Director | A-Award | A | Common Stock | 2,812 | 0.00 | — | 13,367 | — | ↗ |
| 2021-09-06 | WEST DAVID J | Director | A-Award | A | Common Stock | 2,812 | 0.00 | — | 22,578 | — | ↗ |
| 2021-09-06 | Schena Joseph J | Director | A-Award | A | Common Stock | 2,812 | 0.00 | — | 5,248 | — | ↗ |
| 2021-09-06 | Ratzan Brian K. | Director | A-Award | A | Common Stock | 2,812 | 0.00 | — | 88,288 | — | ↗ |
| 2021-09-06 | RITTERBUSH DAVID W | Director | A-Award | A | Common Stock | 2,812 | 0.00 | — | 6,891 | — | ↗ |
| 2021-09-06 | Montgomery Robert G. | Director | A-Award | A | Common Stock | 2,812 | 0.00 | — | 57,578 | — | ↗ |
| 2021-09-06 | KILTS JAMES M | Director | A-Award | A | Common Stock | 2,812 | 0.00 | — | 968,302 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Geoff E. Tanner President and Chief Executive Officer | 816.7K | — | 2.75M | — | 748.0K | 18.2K | 4.33M | 63.45% | ↗ |
| 2 | 2025 | Christopher J. Bealer Chief Financial Officer | 210.3K | 250.0K | 840.0K | 560.6K | 158.1K | 7.9K | 2.03M | 69.10% | ↗ |
| 3 | 2025 | Shaun P. Mara Former Chief Financial Officer | 447.5K | — | 893.0K | — | 308.2K | 16.9K | 1.67M | 53.61% | ↗ |
| 4 | 2025 | Timothy R. Kraft Chief Legal and Corporate Development Officer | 469.3K | — | 790.0K | — | 261.6K | 17.0K | 1.54M | 51.37% | ↗ |
| 5 | 2025 | Amy C. Held SVP and Chief Human Resources Officer | 448.7K | — | 629.7K | — | 291.7K | 21.9K | 1.39M | 45.24% | ↗ |
| 6 | 2025 | Ryan A. Thomas SVP and General Manager Atkins and OWYN | 393.0K | — | 330.5K | — | 200.9K | 19.4K | 943.8K | 35.02% | ↗ |
| 7 | 2024 | Geoff E. Tanner President and Chief Executive Officer | 803.2K | — | 2.46M | — | 800.0K | 26.4K | 4.09M | 60.15% | ↗ |
| 8 | 2024 | Shaun P. Mara Chief Financial Officer | 520.7K | 10.0K | 872.1K | — | 382.2K | 37.8K | 1.82M | 47.84% | ↗ |
| 9 | 2024 | Shaun P. Mara Former Chief Financial Officer | 520.7K | 10.0K | 872.1K | — | 382.2K | 37.8K | 1.82M | 47.84% | ↗ |
| 10 | 2024 | Timothy R. Kraft Chief Legal and Corporate Affairs Officer | 455.0K | 10.0K | 958.0K | — | 270.5K | 47.5K | 1.74M | 55.03% | ↗ |
| 11 | 2024 | Timothy R. Kraft Chief Legal and Corporate Development Officer | 455.0K | 10.0K | 958.0K | — | 270.5K | 47.5K | 1.74M | 55.03% | ↗ |
| 12 | 2024 | Amy C. Held SVP and Chief Human Resources Officer | 218.6K | 250.0K | 850.5K | — | 143.2K | 7.5K | 1.47M | 57.87% | ↗ |
| 13 | 2024 | Ryan A. Thomas SVP and General Manager Atkins | 336.9K | 180.0K | 572.8K | — | 180.5K | 9.6K | 1.28M | 44.76% | ↗ |
| 14 | 2024 | Ryan A. Thomas SVP and General Manager Atkins and OWYN | 336.9K | 180.0K | 572.8K | — | 180.5K | 9.6K | 1.28M | 44.76% | ↗ |
| 15 | 2023 | Geoff E. Tanner President and Chief Executive Officer | 281.3K | 700.0K | 738.8K | 2.36M | 256.0K | 693.00 | 4.33M | 71.44% | ↗ |
| 16 | 2023 | Joseph E. Scalzo Exec Vice Chairman and former President and Chief Executive Officer | 757.4K | — | 2.20M | 611.4K | 590.0K | 17.1K | 4.18M | 67.32% | ↗ |
| 17 | 2023 | Shaun P. Mara Chief Financial Officer | 453.4K | — | 1.55M | 161.9K | 262.0K | 21.2K | 2.45M | 69.89% | ↗ |
| 18 | 2023 | Shaun P. Mara Former Chief Financial Officer | 453.4K | — | 1.55M | 161.9K | 262.0K | 21.2K | 2.45M | 69.89% | ↗ |
| 19 | 2023 | Jill M. Short Chief Customer Officer | 382.9K | — | 836.1K | 101.5K | 175.0K | 17.8K | 1.51M | 61.96% | ↗ |
| 20 | 2023 | Linda M. Zink Chief Growth Officer | 407.5K | — | 749.8K | 107.9K | 186.0K | 19.1K | 1.47M | 58.34% | ↗ |
| 21 | 2023 | Timothy R. Kraft Chief Legal Officer & Corp. Secretary | 429.1K | — | 543.6K | 113.6K | 214.0K | 16.2K | 1.32M | 49.92% | ↗ |
| 22 | 2023 | Timothy R. Kraft Chief Legal and Corporate Development Officer | 429.1K | — | 543.6K | 113.6K | 214.0K | 16.2K | 1.32M | 49.92% | ↗ |
| 23 | 2023 | Timothy R. Kraft Chief Legal and Corporate Affairs Officer | 429.1K | — | 543.6K | 113.6K | 214.0K | 16.2K | 1.32M | 49.92% | ↗ |
| 24 | 2023 | Todd E. Cunfer Former Chief Financial Officer | 158.6K | — | — | — | — | 1.7K | 160.3K | 0.00% | ↗ |
| 25 | 2022 | Joseph E. Scalzo President and Chief Executive Officer | 815.0K | — | 1.77M | 555.1K | 1.11M | 15.5K | 4.27M | 54.51% | ↗ |
| 26 | 2022 | Joseph E. Scalzo Exec Vice Chairman and former President and Chief Executive Officer | 815.0K | — | 1.77M | 555.1K | 1.11M | 15.5K | 4.27M | 54.51% | ↗ |
| 27 | 2022 | Linda M. Zink Chief Growth Officer | 364.4K | — | 408.4K | 65.3K | 300.0K | 19.9K | 1.57M | 30.08% | ↗ |
| 28 | 2022 | Linda M. Zink Chief Marketing Officer | 364.4K | — | 408.4K | 65.3K | 300.0K | 19.9K | 1.57M | 30.08% | ↗ |
| 29 | 2022 | Todd E. Cunfer Chief Financial Officer | 472.5K | — | 463.3K | 145.1K | 454.0K | 19.3K | 1.55M | 39.14% | ↗ |
| 30 | 2022 | Todd E. Cunfer Former Chief Financial Officer | 472.5K | — | 463.3K | 145.1K | 454.0K | 19.3K | 1.55M | 39.14% | ↗ |
| 31 | 2022 | C. Scott Parker Former Chief Marketing Officer, Atkins | 509.4K | — | 402.9K | 126.1K | 417.0K | 85.9K | 1.54M | 34.32% | ↗ |
| 32 | 2022 | Susan K. Hunsberger SVP and Chief Human Resources Officer | 393.5K | — | 311.0K | 97.4K | 322.0K | 126.3K | 1.25M | 32.67% | ↗ |
| 33 | 2022 | Timothy R. Kraft Chief Legal Officer & Corp. Secretary | 415.0K | — | 326.3K | 102.2K | 341.0K | 17.4K | 1.20M | 35.65% | ↗ |
| 34 | 2022 | Timothy R. Kraft Chief Legal and Corporate Affairs Officer | 415.0K | — | 326.3K | 102.2K | 341.0K | 17.4K | 1.20M | 35.65% | ↗ |
| 35 | 2022 | Jill M. Short Chief Customer Officer | 371.9K | — | 220.5K | 69.1K | 296.0K | 18.4K | 975.8K | 29.67% | ↗ |
| 36 | 2021 | Joseph E. Scalzo Exec Vice Chairman and former President and Chief Executive Officer | 798.3K | — | 1.71M | 3.36M | 1.40M | 16.3K | 7.29M | 69.62% | ↗ |
| 37 | 2021 | Joseph E. Scalzo President and Chief Executive Officer | 798.3K | — | 1.71M | 3.36M | 1.40M | 16.3K | 7.29M | 69.62% | ↗ |
| 38 | 2021 | Todd E. Cunfer Former Chief Financial Officer | 458.3K | — | 1.53M | 148.9K | 564.0K | 15.2K | 2.72M | 61.86% | ↗ |
| 39 | 2021 | Todd E. Cunfer Chief Financial Officer | 458.3K | — | 1.53M | 148.9K | 564.0K | 15.2K | 2.72M | 61.86% | ↗ |
| 40 | 2021 | C. Scott Parker Former Chief Marketing Officer, Atkins | 494.0K | — | 914.7K | 130.5K | 540.0K | 79.6K | 2.16M | 48.42% | ↗ |
| 41 | 2021 | C. Scott Parker Chief Marketing Officer, Atkins | 494.0K | — | 914.7K | 130.5K | 540.0K | 79.6K | 2.16M | 48.42% | ↗ |
| 42 | 2021 | David W. Ritterbush Former President – Quest Nutrition | 67.3K | — | — | — | — | 1.75M | 1.82M | 0.00% | ↗ |
| 43 | 2021 | Timothy R. Kraft Chief Legal Officer & Corp. Secretary | 402.0K | — | 515.1K | 109.2K | 462.0K | 16.4K | 1.50M | 41.49% | ↗ |
| 44 | 2021 | Timothy R. Kraft Chief Legal Officer, Corp. Secretary, Compliance Officer | 402.0K | — | 515.1K | 109.2K | 462.0K | 16.4K | 1.50M | 41.49% | ↗ |
| 45 | 2021 | Jill M. Short Chief Customer Officer | 364.1K | — | 413.0K | 73.8K | 371.0K | 19.2K | 1.24M | 39.23% | ↗ |
| 46 | 2020 | Joseph E. Scalzo President and Chief Executive Officer | 751.3K | — | 1.48M | 526.7K | 471.0K | 19.2K | 3.25M | 61.82% | ↗ |
| 47 | 2020 | David W. Ritterbush President – Quest Nutrition | 411.5K | — | 537.3K | 190.7K | 258.0K | 85.8K | 1.48M | 49.08% | ↗ |
| 48 | 2020 | David W. Ritterbush Former President – Quest Nutrition | 411.5K | — | 537.3K | 190.7K | 258.0K | 85.8K | 1.48M | 49.08% | ↗ |
| 49 | 2020 | C. Scott Parker Chief Marketing Officer, Atkins | 479.2K | — | 451.2K | 160.1K | 180.0K | 131.7K | 1.40M | 43.60% | ↗ |
| 50 | 2020 | C. Scott Parker Chief Marketing Officer | 479.2K | — | 451.2K | 160.1K | 180.0K | 131.7K | 1.40M | 43.60% | ↗ |
| 51 | 2020 | C. Scott Parker Former Chief Marketing Officer, Atkins | 479.2K | — | 451.2K | 160.1K | 180.0K | 131.7K | 1.40M | 43.60% | ↗ |
| 52 | 2020 | Todd E. Cunfer Chief Financial Officer | 417.5K | — | 359.6K | 127.6K | 182.0K | 17.4K | 1.10M | 44.13% | ↗ |
| 53 | 2020 | Timothy R. Kraft Chief Legal Officer, Corp. Secretary, Compliance Officer | 383.5K | — | 333.8K | 118.5K | 144.0K | 15.6K | 995.3K | 45.44% | ↗ |
| 54 | 2020 | Timothy R. Kraft Chief Legal Officer & Corp. Secretary | 383.5K | — | 333.8K | 118.5K | 144.0K | 15.6K | 995.3K | 45.44% | ↗ |
| 55 | 2019 | Joseph E. Scalzo President and Chief Executive Officer | 729.3K | — | 704.2K | 729.5K | 1.47M | 23.9K | 3.66M | 39.17% | ↗ |
| 56 | 2019 | Timothy R. Kraft Chief Legal Officer, Corp. Secretary, Compliance Officer | 372.3K | — | 556.7K | 186.2K | 451.1K | 16.2K | 1.58M | 46.94% | ↗ |
| 57 | 2019 | C. Scott Parker Chief Marketing Officer, Atkins | 465.2K | — | 224.6K | 232.7K | 528.5K | 131.4K | 1.58M | 28.90% | ↗ |
| 58 | 2019 | C. Scott Parker Chief Marketing Officer | 465.2K | — | 224.6K | 232.7K | 528.5K | 131.4K | 1.58M | 28.90% | ↗ |
| 59 | 2019 | Todd E. Cunfer Chief Financial Officer | 395.4K | — | 197.0K | 204.1K | 480.0K | 11.3K | 1.29M | 31.14% | ↗ |
| 60 | 2019 | Hanno E. Holm Chief Operations Officer | 334.1K | — | 112.9K | 117.0K | 337.4K | 14.5K | 915.8K | 25.10% | ↗ |
| 61 | 2018 | Joseph E. Scalzo President and Chief Executive Officer | 715.0K | — | — | — | 925.9K | 22.3K | 1.66M | 0.00% | ↗ |
| 62 | 2018 | C. Scott Parker Chief Marketing Officer | 451.7K | — | — | — | 367.2K | 156.5K | 975.3K | 0.00% | ↗ |
| 63 | 2018 | Todd E. Cunfer Chief Financial Officer | 375.0K | — | — | 71.1K | 306.0K | 71.3K | 823.4K | 8.63% | ↗ |
| 64 | 2017 | Joseph Scalzo President and Chief Executive Officer | 671.7K | 504.8K | — | 4.45M | — | 1.73M | 7.36M | 60.50% | ↗ |
| 65 | 2017 | Joseph E. Scalzo President and Chief Executive Officer | 671.7K | — | — | 4.45M | 504.8K | 1.73M | 7.36M | 60.50% | ↗ |
| 66 | 2017 | Shaun Mara Former Chief Administrative Officer and Chief Financial | 456.7K | 299.0K | — | 938.5K | — | 2.12M | 3.82M | 24.60% | ↗ |
| 67 | 2017 | Scott Parker Chief Marketing Officer | 429.6K | 216.9K | — | 886.5K | — | 1.06M | 2.60M | 34.12% | ↗ |
| 68 | 2017 | C. Scott Parker Chief Marketing Officer | 429.6K | — | — | 886.5K | 216.9K | 1.06M | 2.60M | 34.12% | ↗ |
| 69 | 2016 | Joseph Scalzo President and Chief Executive Officer | 643.4K | 551.3K | — | 715.8K | — | 21.6K | 1.93M | 37.05% | ↗ |
| 70 | 2016 | Shaun Mara Former Chief Administrative Officer and Chief Financial | 434.2K | 329.1K | — | 715.8K | — | 138.5K | 1.62M | 44.25% | ↗ |
| 71 | 2016 | Scott Parker Chief Marketing Officer | 414.8K | 236.9K | — | 715.8K | — | 148.7K | 1.52M | 47.21% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Amy C. Held | Senior Vice President & Chief Human Resources Officer | 762.3K | female |
| Timothy Richard Kraft | Chief Administrative Officer and Chief Legal & Corporate Development Officer | 747.9K | male |
| Christopher James Bealer | CFO & Principal Accounting Officer | 626.2K | male |
| Ryan A. Thomas | Senior Vice President of Atkins & OWYN Marketing | 613.3K | male |
| James Marshall Kilts | Independent Chairman of the Board | 175.0K | male |
| Joseph E. Scalzo | Chief Executive Officer, President & Director | 35.4K | male |
| Kathy Kelley | Senior Vice President of Operations | — | female |
| Matthew D. Siler | Vice President, Investor Relations and Treasury | — | male |
| Mike Clawson | Chief Commercial Officer | — | male |
| Jeremy Ivie | Chief Product Technology Officer | — | male |
| Stamati Arakas | Senior Vice President of Strategic & Global Sales | — | male |
| Jason Bendure | Chief Supply Chain Officer | — | male |
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Community Opinion for SMPL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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