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Schneider National, Inc. (SNDR)

USD36.68 -0.26 (-0.69%)
US NYSE Industrials Trucking
Address 3101 South Packerland Drive 54313
Green Bay, WI, US
CEO Mark Rourke
IPO 2017-04-06
CIK 1692063 ISIN US80689H1023

Explore sections of this company profile

Description

Schneider National, Inc. (SNDR) delivers a wide array of ground transportation and logistics services across the United States, Canada, and Mexico. The company is organized into three primary operating segments: Truckload, Intermodal, and Logistics. The Truckload division specializes in providing standard long-haul and regional freight shipping, utilizing a diverse fleet including dry van, bulk, temperature-controlled, and flat-bed equipment. Furthermore, it delivers bespoke solutions for time-sensitive shipments and offers cross-docking services. The Intermodal division facilitates end-to-end container transport by rail and local drayage, leveraging its proprietary containers, chassis, and trucks. Within its Logistics segment, Schneider offers services such as freight brokerage, comprehensive supply chain management, import/export solutions, and value-added assistance for managing and moving client cargo, alongside transloading and warehousing operations. Beyond its core services, Schneider National leases equipment, specifically trucks, to independent owner-operators, and provides insurance policies for both its employed drivers and these owner-operators. Founded in 1935, the company maintains its headquarters in Green Bay, Wisconsin.

News Sentiment (7d)
73 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD36.68 -0.26 (-0.69%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.18
Float Shares
98.00M
Free Float %
55.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.02% -6.04% +2.95% +0.73% +33.06% +9.08% +18.75% +9.62% +13.27% +52.32% +52.32%
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
vs.
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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 (25 ratings, all time) Hold
Price Targets & DCF
Current price
36.68
Low 26.00 -29.1%
Consensus 29.67 -19.1%
Median 28.00 -23.7%
High 35.00 -4.6%
DCF (Unlevered) 3.63 -90.1%
DCF (Levered) 5.77 -84.3%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 38% Bullish
Rating 2026-05 Change
Strong Buy 1 -1
Buy 5 0
Hold 10 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
35.00
-4.6%
Last Quarter 1
35.00
-4.6%
Last Year 6
28.00
-23.7%
All Time 19
28.68
-21.8%
Quality scores
Altman Z-Score
3.39
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Trucking: +2.9%
    +7.3% Q1'26: -0.2% (vs Q1'25)
  • EPS growth Trucking: -12.4%
    -10.6% Q1'26: -20.0% (vs Q1'25)
  • FCF margin FCF growth · Trucking: +70.8%
    +5.0% Q1'26: +1.8% (vs Q1'25)
  • EBIT margin Trucking: +4.4%
    +3.0% Q1'26: +2.4% (vs Q1'25)
  • ROIC Trucking: +3.4%
    +3.9% Q1'26: +3.2% (vs Q1'25)
  • Share dilution Trucking: +0.3%
    -0.1% Q1'26: -0.1% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Trucking: 1.75×
    0.90× Q1'26: 0.69× (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 (1.15) × ERP
WACC = 90% × Ke + 10% × Kd (6.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 3.60 Current price: 36.68
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 Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
10 Rev. Ana.
10 EPS Ana.
Dec 2027
11 Rev. Ana.
10 EPS Ana.
Dec 2028
4 Rev. Ana.
5 EPS Ana.
Revenue
4.38B
est: 4.34B (+1.0%)
4.98B
est: 4.97B (+0.1%)
4.75B
est: 4.80B (-1.1%)
4.55B
est: 4.43B (+2.8%)
5.61B
est: 5.55B (+1.0%)
6.60B
est: 6.70B (-1.5%)
5.50B
est: 5.36B (+2.6%)
5.29B
est: 5.31B (-0.3%)
5.67B
est: 5.73B (-0.9%)
5.97B
5.85B – 6.23B
+4.1% YoY
6.32B
6.14B – 6.68B
+5.9% YoY
6.58B
6.58B – 6.58B
+4.3% YoY
EBITDA
559.80M
est: 531.58M (+5.3%)
668.40M
est: 608.63M (+9.8%)
507.60M
est: 568.61M (-10.7%)
587.00M
est: 487.84M (+20.3%)
850.70M
est: 661.83M (+28.5%)
963.60M
est: 779.81M (+23.6%)
709.80M
est: 692.80M (+2.5%)
582.50M
est: 686.22M (-15.1%)
621.80M
est: 740.49M (-16.0%)
771.21M
755.66M – 804.91M
+4.1% YoY
816.38M
793.27M – 863.87M
+5.9% YoY
851.13M
851.13M – 851.13M
+4.3% YoY
EBIT
282.80M
est: 275.85M (+2.5%)
381.70M
est: 349.43M (+9.2%)
214.70M
est: 232.62M (-7.7%)
296.50M
est: 239.76M (+23.7%)
554.50M
est: 415.88M (+33.3%)
613.60M
est: 510.22M (+20.3%)
320.30M
est: 334.64M (-4.3%)
168.80M
est: 331.47M (-49.1%)
171.80M
est: 357.68M (-52.0%)
372.52M
365.01M – 388.80M
+4.1% YoY
394.34M
383.18M – 417.28M
+5.9% YoY
411.12M
411.12M – 411.12M
+4.3% YoY
Net Income
389.90M
est: 380.45M (+2.5%)
268.90M
est: 250.11M (+7.5%)
147.00M
est: 164.70M (-10.7%)
211.70M
est: 176.36M (+20.0%)
405.40M
est: 313.67M (+29.2%)
457.80M
est: 378.20M (+21.0%)
238.50M
est: 116.80M (+104.2%)
117.00M
est: 125.30M (-6.6%)
103.60M
est: 123.28M (-16.0%)
154.89M
147.28M – 184.54M
+25.6% YoY
250.10M
217.58M – 311.57M
+61.5% YoY
327.89M
318.10M – 350.02M
+31.1% YoY
SGA
196.10M
est: 190.71M (+2.8%)
246.50M
est: 227.89M (+8.2%)
225.70M
est: 254.87M (-11.4%)
192.90M
est: 157.08M (+22.8%)
217.20M
est: 171.45M (+26.7%)
320.10M
est: 253.15M (+26.4%)
263.00M
est: 225.79M (+16.5%)
275.90M
est: 223.64M (+23.4%)
133.20M
est: 241.33M (-44.8%)
251.34M
246.27M – 262.32M
+4.1% YoY
266.06M
258.53M – 281.54M
+5.9% YoY
277.39M
277.39M – 277.39M
+4.3% YoY
EPS
2.28
est: 0.93 (+145.3%)
1.52
est: 1.52 (-0.2%)
0.83
est: 1.26 (-34.2%)
1.19
est: 1.21 (-1.3%)
2.28
est: 2.16 (+5.6%)
2.57
est: 2.59 (-0.9%)
1.35
est: 0.66 (+103.5%)
0.67
est: 0.69 (-3.5%)
0.59
est: 0.70 (-15.2%)
0.91
0.84 – 1.05
+30.5% YoY
1.50
1.24 – 1.77
+65.7% YoY
1.86
1.81 – 1.99
+23.9% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Baird Outperform Outperform Maintain
2026-05-01 JP Morgan Neutral Neutral Maintain
2026-04-22 Susquehanna Neutral Neutral Maintain
2026-04-20 Raymond James Outperform Market Perform Downgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 3/5 2/5 3/5 3/5 1/5 4/5
2026-05-08 B 3/5 3/5 2/5 3/5 3/5 2/5 4/5
2026-05-07 B 3/5 3/5 2/5 3/5 3/5 2/5 4/5
2026-05-06 B 3/5 3/5 2/5 3/5 3/5 2/5 4/5
2026-05-05 B 3/5 3/5 2/5 3/5 3/5 2/5 4/5
2026-05-04 B 3/5 3/5 2/5 3/5 3/5 2/5 4/5
2026-05-01 B+ 3/5 3/5 2/5 4/5 3/5 2/5 4/5
2026-04-30 B+ 3/5 3/5 2/5 4/5 3/5 2/5 4/5
2026-04-29 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-28 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-27 B 3/5 3/5 2/5 4/5 2/5 2/5 3/5
2026-04-24 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-23 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-22 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-21 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-20 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-17 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5
2026-04-16 B- 3/5 3/5 2/5 4/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
554.09M
OE per share TTM
3.15
Owner's Yield
10.60%
Maintenance CapEx ratio
339.84%
Maint CapEx / Avg PPE
43.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
90
Total invested
115.76M
Insider transactions (90d)
0
Beneficial owners (>5%)
10
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Schneider National, Inc. Voting Trust 830.30M 46.90% 830.30M OO Wisconsin, U.S.A. 2018-02-09
2 Joan D. Klimpel 15.72M 10.00% 15.72M 97.97M 15.72M IN United States of America 2022-02-14
3 SCHEDULE 13D 8.40M 8.20% 80.7K 8.40M 10.00 OO 2020-02-12
4 Thomas A. Gannon 8.06M 8.50% 267.8K 267.8K 77.89M IN United States America 2021-02-18
5 Wellington Management Company LLP 7.93M 8.45% 3.86M IA Delaware 2018-02-08
6 (1) BlackRock, Inc. 6.75M 7.30% 6.41M 6.75M HC Delaware 2024-11-08
7 The Vanguard Group - 23-1945930 4.94M 5.24% 35.6K IA Pennsylvania For 2021-02-10
8 Wellington Group Holdings LLP 615.00 0.00% 615.00 HC Delaware 2019-02-12
9 Wellington Investment Advisors Holdings LLP 615.00 0.00% 615.00 HC Delaware 2019-02-12
10 Wellington Management Group LLP 615.00 0.00% 615.00 HC Massachusetts 2019-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
90
-199 vs prev Q
New positions
15
Closed positions
212
Increased
46
Reduced
29
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 32.0K +32.0K (+100.0%) 849.25M +849.3M (+100.0%) 0.02% +0.018 pp 0.28% +0.285 pp USD26.53 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 6.75M +119.0K (+1.8%) 178.96M +38.7M (+27.6%) 3.85% +0.070 pp 0.00% +0.001 pp USD28.53 -7.0% 6 qtrs
3 BLUEPRINT FINANCIAL ADVISORS LLC 6.08M +5.9M (+2,850.4%) 161.26M +156.9M (+3,599.1%) 3.47% +3.352 pp 24.60% +23.661 pp USD26.44 +0.3% 3 qtrs
4 BLUEPRINT INVESTMENT PARTNERS LLC 6.08M +5.9M (+2,879.3%) 161.26M +156.9M (+3,635.4%) 3.47% +3.353 pp 17.25% +16.640 pp USD26.45 +0.3% 3 qtrs
5 DIMENSIONAL FUND ADVISORS LP 4.86M +83.4K (+1.7%) 128.86M +27.8M (+27.6%) 2.77% +0.049 pp 0.03% +0.005 pp USD23.95 +10.8% 32 qtrs
6 VANGUARD GROUP INC 4.50M -18.3K (-0.4%) 119.51M +23.8M (+24.9%) 2.57% -0.009 pp 0.00% +0.000 pp USD25.23 +5.2% 35 qtrs
7 FIRST TRUST ADVISORS LP 2.15M +87.1K (+4.2%) 56.97M +13.4M (+30.7%) 1.23% +0.050 pp 0.04% +0.009 pp USD25.24 +5.1% 35 qtrs
8 AQR CAPITAL MANAGEMENT LLC 2.08M +817.3K (+64.9%) 55.11M +28.7M (+109.0%) 1.19% +0.467 pp 0.03% +0.012 pp USD24.51 +8.2% 31 qtrs
9 EARNEST PARTNERS LLC 2.06M -97.5K (-4.5%) 54.62M +9.0M (+19.7%) 1.18% -0.055 pp 0.23% +0.036 pp USD25.52 +4.0% 31 qtrs
10 MORGAN STANLEY 2.05M -474.8K (-18.8%) 54.30M +944.4K (+1.8%) 1.17% -0.270 pp 0.00% +0.000 pp USD24.12 +10.0% 35 qtrs
11 DEPRINCE RACE & ZOLLO INC 1.83M +249.3K (+15.8%) 48.43M +15.1M (+45.2%) 1.04% +0.143 pp 0.93% +0.258 pp USD24.18 +9.7% 7 qtrs
12 BANK OF NEW YORK MELLON CORP 1.82M +1.1M (+145.4%) 48.18M +32.5M (+207.7%) 1.04% +0.615 pp 0.01% +0.006 pp USD25.39 +4.5% 35 qtrs
13 STATE STREET CORP 1.80M +38.4K (+2.2%) 47.96M +10.5M (+28.0%) 1.03% +0.023 pp 0.00% +0.000 pp USD26.28 +1.0% 35 qtrs
14 GW&K INVESTMENT MANAGEMENT, LLC 1.75M -12.6K (-0.7%) 46.42M +9.1M (+24.5%) 1.00% -0.007 pp 0.40% +0.072 pp USD26.16 +1.4% 34 qtrs
15 AMERICAN CENTURY COMPANIES INC 1.49M -145.1K (-8.9%) 39.51M +4.9M (+14.2%) 0.85% -0.082 pp 0.02% +0.002 pp USD25.14 +5.5% 24 qtrs
16 QUANTINNO CAPITAL MANAGEMENT LP 1.38M +278.8K (+25.2%) 36.70M +13.3M (+57.0%) 0.79% +0.160 pp 0.07% +0.010 pp USD23.80 +11.5% 17 qtrs
17 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 1.34M +1.3M (+100.0%) 35.64M +35.6M (+100.0%) 0.77% +0.767 pp 0.04% +0.041 pp USD26.53 +0.0% 7 qtrs
18 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.11M +1.1M (+100.0%) 29.47M +29.5M (+100.0%) 0.63% +0.634 pp 0.29% +0.288 pp USD26.53 +0.0% 1 qtrs NEW
19 HOOD RIVER CAPITAL MANAGEMENT LLC 1.03M +1.0M (+100.0%) 27.24M +27.2M (+100.0%) 0.59% +0.586 pp 0.30% +0.299 pp USD26.53 +0.0% 1 qtrs NEW
20 NEW YORK STATE COMMON RETIREMENT FUND 989.4K +19.4K (+2.0%) 26.25M +5.7M (+27.9%) 0.56% +0.011 pp 0.04% +0.009 pp USD26.46 +0.3% 35 qtrs
21 SCHMIDT P J INVESTMENT MANAGEMENT INC 855.0K +— (+0.0%) 22.68M +4.6M (+25.4%) 0.49% +0.000 pp 3.69% +0.700 pp USD22.37 +18.6% 35 qtrs
22 GEODE CAPITAL MANAGEMENT, LLC 822.1K -47.8K (-5.5%) 21.82M +3.4M (+18.5%) 0.47% -0.027 pp 0.00% +0.000 pp USD23.88 +11.1% 35 qtrs
23 BANK OF AMERICA CORP /DE/ 810.7K -9.3K (-1.1%) 21.51M +4.2M (+24.0%) 0.46% -0.005 pp 0.00% +0.000 pp USD23.35 +13.6% 35 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 779.1K +39.0K (+5.3%) 20.67M +5.0M (+32.0%) 0.44% +0.023 pp 0.00% +0.001 pp USD23.59 +12.5% 35 qtrs
25 GOTHAM ASSET MANAGEMENT, LLC 703.2K -152.6K (-17.8%) 18.66M +548.0K (+3.0%) 0.40% -0.087 pp 0.07% -0.011 pp USD22.15 +19.8% 32 qtrs
26 JACOBS LEVY EQUITY MANAGEMENT, INC 694.6K -24.8K (-3.4%) 18.43M +3.2M (+21.1%) 0.40% -0.014 pp 0.07% +0.011 pp USD22.88 +16.0% 30 qtrs
27 GOLDMAN SACHS GROUP INC 629.5K +491.5K (+356.2%) 16.70M +13.8M (+472.0%) 0.36% +0.281 pp 0.00% +0.002 pp USD26.33 +0.8% 35 qtrs
28 RUSSELL INVESTMENTS GROUP, LTD. 539.8K +104.7K (+24.1%) 14.32M +5.1M (+55.5%) 0.31% +0.060 pp 0.02% +0.005 pp USD23.83 +11.3% 34 qtrs
29 GOODMAN FINANCIAL CORP 532.3K -4.9K (-0.9%) 14.12M +2.8M (+24.2%) 0.30% -0.003 pp 2.67% +0.462 pp USD25.62 +3.6% 17 qtrs
30 INVESCO LTD. 483.3K -221.4K (-31.4%) 12.82M -2.1M (-14.0%) 0.28% -0.126 pp 0.00% 0.000 pp USD25.77 +2.9% 31 qtrs
31 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 466.2K +148.8K (+46.9%) 12.37M +5.7M (+84.2%) 0.27% +0.085 pp 0.01% +0.003 pp USD26.31 +0.8% 28 qtrs
32 SEI INVESTMENTS CO 447.4K -27.1K (-5.7%) 11.87M +1.8M (+18.2%) 0.26% -0.015 pp 0.01% +0.001 pp USD23.03 +15.2% 34 qtrs
33 MILLENNIUM MANAGEMENT LLC 425.6K +190.2K (+80.8%) 11.29M +6.3M (+126.7%) 0.24% +0.109 pp 0.00% +0.003 pp USD24.21 +9.6% 35 qtrs
34 CEREDEX VALUE ADVISORS LLC 385.4K -18.3K (-4.5%) 10.22M +1.7M (+19.7%) 0.22% -0.010 pp 0.31% +0.109 pp USD25.97 +2.2% 11 qtrs
35 UBS GROUP AG 379.7K -123.5K (-24.5%) 10.07M -574.1K (-5.4%) 0.22% -0.070 pp 0.00% +0.000 pp USD24.24 +9.4% 35 qtrs
36 ENVESTNET ASSET MANAGEMENT INC 308.0K -23.9K (-7.2%) 8.17M +1.1M (+16.3%) 0.18% -0.014 pp 0.00% +0.000 pp USD24.89 +6.6% 34 qtrs
37 WELLS FARGO & COMPANY/MN 290.9K -8.3K (-2.8%) 7.72M +1.4M (+21.9%) 0.17% -0.005 pp 0.00% +0.000 pp USD23.14 +14.6% 35 qtrs
38 NORTHERN TRUST CORP 288.1K -78.6K (-21.4%) 7.64M -117.2K (-1.5%) 0.16% -0.045 pp 0.00% +0.000 pp USD24.52 +8.2% 35 qtrs
39 US BANCORP \DE\ 286.2K -414.0 (-0.1%) 7.59M +1.5M (+25.2%) 0.16% 0.000 pp 0.01% +0.002 pp USD21.26 +24.8% 34 qtrs
40 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 276.0K +22.3K (+8.8%) 7.32M +2.0M (+36.4%) 0.16% +0.013 pp 0.02% +0.005 pp USD26.03 +1.9% 6 qtrs
41 NUVEEN, LLC 248.5K +26.9K (+12.1%) 6.59M +1.9M (+40.6%) 0.14% +0.015 pp 0.00% +0.001 pp USD23.25 +14.1% 4 qtrs
42 NATIXIS ADVISORS, L.P. 240.5K +204.5K (+568.4%) 6.38M +5.6M (+738.2%) 0.14% +0.117 pp 0.01% +0.008 pp USD26.29 +0.9% 34 qtrs
43 VICTORY CAPITAL MANAGEMENT INC 238.4K +18.8K (+8.6%) 6.32M +1.7M (+36.1%) 0.14% +0.011 pp 0.00% +0.001 pp USD24.09 +10.1% 16 qtrs
44 PRINCIPAL FINANCIAL GROUP INC 236.7K -2.5K (-1.0%) 6.28M +1.2M (+24.1%) 0.14% -0.001 pp 0.00% +0.001 pp USD28.20 -5.9% 6 qtrs
45 HRT FINANCIAL LP 224.2K -42.7K (-16.0%) 5.95M +301.0K (+5.3%) 0.13% -0.024 pp 0.02% -0.002 pp USD21.39 +24.0% 5 qtrs
46 FMR LLC 179.9K -159.5K (-47.0%) 4.77M -2.4M (-33.5%) 0.10% -0.091 pp 0.00% 0.000 pp USD24.27 +9.3% 26 qtrs
47 PUBLIC SECTOR PENSION INVESTMENT BOARD 172.6K -21.7K (-11.2%) 4.58M +467.9K (+11.4%) 0.10% -0.012 pp 0.02% +0.000 pp USD26.15 +1.5% 6 qtrs
48 RAYMOND JAMES FINANCIAL INC 168.5K -12.0K (-6.7%) 4.47M +650.4K (+17.0%) 0.10% -0.007 pp 0.00% +0.000 pp USD29.26 -9.3% 5 qtrs
49 TWO SIGMA ADVISERS, LP 165.0K -328.9K (-66.6%) 4.38M -6.1M (-58.1%) 0.09% -0.188 pp 0.01% -0.012 pp USD25.56 +3.8% 35 qtrs
50 CITADEL ADVISORS LLC 162.6K -14.0K (-7.9%) 4.31M +576.7K (+15.4%) 0.09% -0.008 pp 0.00% +0.000 pp USD21.16 +25.4% 35 qtrs
51 VERITION FUND MANAGEMENT LLC 157.9K -160.8K (-50.5%) 4.19M -2.6M (-37.9%) 0.09% -0.092 pp 0.02% -0.011 pp USD24.59 +7.9% 15 qtrs
52 SUMMITTX CAPITAL, L.P. 150.7K +150.7K (+100.0%) 4.00M +4.0M (+100.0%) 0.09% +0.086 pp 0.12% +0.121 pp USD26.53 +0.0% 4 qtrs
53 RHUMBLINE ADVISERS 139.4K -42.9K (-23.5%) 3.70M -159.3K (-4.1%) 0.08% -0.024 pp 0.00% 0.000 pp USD23.87 +11.1% 35 qtrs
54 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 138.0K +138.0K (+100.0%) 3.66M +3.7M (+100.0%) 0.08% +0.079 pp 0.12% +0.125 pp USD26.53 +0.0% 1 qtrs NEW
55 UBS ASSET MANAGEMENT AMERICAS INC 134.0K -27.0K (-16.7%) 3.56M +149.2K (+4.4%) 0.08% -0.015 pp 0.00% +0.000 pp USD24.98 +6.2% 27 qtrs
56 THRIVENT FINANCIAL FOR LUTHERANS 131.1K -571.5K (-81.3%) 3.48M -11.4M (-76.6%) 0.07% -0.326 pp 0.01% -0.023 pp USD27.62 -3.9% 11 qtrs
57 AMERIPRISE FINANCIAL INC 127.9K -11.5K (-8.2%) 3.40M +453.5K (+15.4%) 0.07% -0.007 pp 0.00% +0.000 pp USD24.89 +6.6% 33 qtrs
58 OPPENHEIMER ASSET MANAGEMENT INC. 125.9K +1.9K (+1.5%) 3.34M +715.5K (+27.3%) 0.07% +0.001 pp 0.04% +0.012 pp USD24.29 +9.2% 34 qtrs
59 LEGAL & GENERAL GROUP PLC 125.2K -9.8K (-7.2%) 3.32M +465.1K (+16.3%) 0.07% -0.006 pp 0.00% +0.000 pp USD26.33 +0.8% 35 qtrs
60 VESTCOR INC 121.9K -23.4K (-16.1%) 3.23M +158.0K (+5.1%) 0.07% -0.013 pp 0.09% +0.000 pp USD24.42 +8.6% 23 qtrs
61 MERCER GLOBAL ADVISORS INC /ADV 121.1K +11.7K (+10.7%) 3.21M +898.8K (+38.8%) 0.07% +0.007 pp 0.00% +0.001 pp USD25.11 +5.7% 22 qtrs
62 EXODUSPOINT CAPITAL MANAGEMENT, LP 120.8K -97.3K (-44.6%) 3.20M -1.4M (-30.6%) 0.07% -0.056 pp 0.03% -0.022 pp USD22.13 +19.9% 15 qtrs
63 BESSEMER GROUP INC 120.3K +120.1K (+55,349.8%) 3.19M +3.2M (+63,760.0%) 0.07% +0.069 pp 0.00% +0.005 pp USD26.53 +0.0% 9 qtrs
64 TWO SIGMA INVESTMENTS, LP 116.0K -84.0K (-42.0%) 3.08M -1.2M (-27.3%) 0.07% -0.048 pp 0.00% -0.002 pp USD25.88 +2.5% 34 qtrs
65 ASSOCIATED BANC-CORP 115.0K -100.0 (-0.1%) 3.05M +615.2K (+25.3%) 0.07% +0.000 pp 0.08% +0.014 pp USD22.69 +16.9% 35 qtrs
66 SWISS NATIONAL BANK 109.1K +1.9K (+1.8%) 2.89M +626.1K (+27.6%) 0.06% +0.001 pp 0.00% +0.000 pp USD20.31 +30.6% 27 qtrs
67 BULLSEYE ASSET MANAGEMENT LLC 104.1K +— (+0.0%) 2.76M +560.0K (+25.4%) 0.06% +0.000 pp 1.49% +0.336 pp USD26.91 -1.4% 10 qtrs
68 VOYA INVESTMENT MANAGEMENT LLC 102.5K -291.0 (-0.3%) 2.72M +544.4K (+25.0%) 0.06% 0.000 pp 0.00% +0.001 pp USD23.67 +12.1% 3 qtrs
69 ADAGE CAPITAL PARTNERS GP, L.L.C. 102.5K -133.6K (-56.6%) 2.72M -2.3M (-45.6%) 0.06% -0.076 pp 0.00% -0.004 pp USD23.69 +12.0% 3 qtrs
70 CREATIVE PLANNING 102.4K +61.3K (+149.4%) 2.72M +1.8M (+212.7%) 0.06% +0.035 pp 0.00% +0.001 pp USD25.75 +3.0% 11 qtrs
71 BRINKER CAPITAL INVESTMENTS, LLC 77.9K +5.0K (+6.8%) 2.07M +523.4K (+33.9%) 0.04% +0.003 pp 0.02% +0.003 pp USD24.65 +7.6% 22 qtrs
72 LIGHTHOUSE INVESTMENT PARTNERS, LLC 71.0K +22.1K (+45.2%) 1.88M +848.9K (+82.0%) 0.04% +0.013 pp 0.06% +0.025 pp USD24.89 +6.6% 3 qtrs
73 CI PRIVATE WEALTH, LLC 70.4K +16.7K (+31.2%) 1.87M +732.8K (+64.5%) 0.04% +0.010 pp 0.00% +0.001 pp USD24.70 +7.4% 13 qtrs
74 QRG CAPITAL MANAGEMENT, INC. 64.2K +4.5K (+7.5%) 1.70M +439.1K (+34.7%) 0.04% +0.003 pp 0.02% +0.004 pp USD27.00 -1.7% 10 qtrs
75 GREAT LAKES ADVISORS, LLC 63.2K +— (+0.0%) 1.68M +339.3K (+25.4%) 0.04% +0.000 pp 0.01% +0.003 pp USD28.25 -6.1% 12 qtrs
76 NICOLET BANKSHARES INC 62.9K +— (+0.0%) 1.67M +338.0K (+25.4%) 0.04% +0.000 pp 0.27% +0.054 pp USD24.61 +7.8% 23 qtrs
77 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 61.1K -2.2K (-3.5%) 1.62M +281.5K (+21.0%) 0.03% -0.001 pp 0.00% +0.000 pp USD22.74 +16.7% 4 qtrs
78 OCCUDO QUANTITATIVE STRATEGIES LP 57.7K +18.1K (+45.7%) 1.53M +693.4K (+82.7%) 0.03% +0.010 pp 0.10% +0.001 pp USD24.16 +9.8% 5 qtrs
79 COLONY GROUP, LLC 57.1K +57.1K (+100.0%) 1.52M +1.5M (+100.0%) 0.03% +0.033 pp 0.00% +0.002 pp USD26.53 +0.0% 1 qtrs NEW
80 OPPENHEIMER & CO INC 56.6K -3.3K (-5.4%) 1.50M +235.4K (+18.6%) 0.03% -0.002 pp 0.02% +0.006 pp USD24.07 +10.2% 18 qtrs
81 CAPITAL FUND MANAGEMENT S.A. 53.3K -49.0K (-47.9%) 1.41M -749.9K (-34.7%) 0.03% -0.028 pp 0.00% -0.002 pp USD24.15 +9.9% 3 qtrs
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 52.0K -11.1K (-17.5%) 1.38M +45.0K (+3.4%) 0.03% -0.006 pp 0.00% +0.000 pp USD23.50 +12.9% 13 qtrs
83 CAPROCK GROUP, LLC 51.0K +19.9K (+63.8%) 1.36M +588.4K (+76.4%) 0.03% +0.011 pp 0.03% +0.010 pp USD23.25 +14.1% 2 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 50.5K -566.0 (-1.1%) 1.34M +259.3K (+24.0%) 0.03% 0.000 pp 0.00% +0.000 pp USD23.21 +14.3% 35 qtrs
85 ROYAL BANK OF CANADA 47.4K -2.6K (-5.2%) 1.26M +199.0K (+18.8%) 0.03% -0.002 pp 0.00% +0.000 pp USD24.72 +7.3% 35 qtrs
86 PRUDENTIAL FINANCIAL INC 46.8K -1.7K (-3.4%) 1.24M +216.2K (+21.1%) 0.03% -0.001 pp 0.00% +0.000 pp USD27.32 -2.9% 23 qtrs
87 GREAT WEST LIFE ASSURANCE CO /CAN/ 46.2K -9.4K (-16.9%) 1.23M +54.0K (+4.6%) 0.03% -0.005 pp 0.00% +0.001 pp USD26.90 -1.4% 32 qtrs
88 SUMMIT TRAIL ADVISORS, LLC 44.7K -5.4K (-10.8%) 1.19M +125.2K (+11.8%) 0.03% -0.003 pp 0.02% +0.006 pp USD22.69 +16.9% 3 qtrs
89 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 42.6K +42.6K (+100.0%) 1.13M +1.1M (+100.0%) 0.02% +0.024 pp 0.00% +0.003 pp USD26.53 +0.0% 1 qtrs NEW
90 PDT PARTNERS, LLC 40.8K +18.4K (+82.1%) 1.08M +608.0K (+128.3%) 0.02% +0.011 pp 0.07% +0.040 pp USD23.58 +12.5% 2 qtrs
91 CERITY PARTNERS LLC 38.8K +7.4K (+23.6%) 1.03M +365.5K (+55.0%) 0.02% +0.004 pp 0.00% +0.000 pp USD24.66 +7.6% 8 qtrs
92 JPMORGAN CHASE & CO 38.2K -1.9K (-4.8%) 1.01M +164.5K (+19.4%) 0.02% -0.001 pp 0.00% +0.000 pp USD26.73 -0.7% 35 qtrs
93 SEQUOIA FINANCIAL ADVISORS, LLC 33.4K +7.6K (+29.6%) 885.7K +340.6K (+62.5%) 0.02% +0.004 pp 0.00% +0.002 pp USD23.83 +11.3% 3 qtrs
94 PRICE T ROWE ASSOCIATES INC /MD/ 32.7K -1.6K (-4.5%) 868.0K +143.0K (+19.7%) 0.02% -0.001 pp 0.00% +0.000 pp USD24.43 +8.6% 12 qtrs
95 MML INVESTORS SERVICES, LLC 32.4K +1.5K (+4.8%) 859.4K +205.6K (+31.5%) 0.02% +0.001 pp 0.00% +0.000 pp USD24.94 +6.4% 18 qtrs
96 RICHARD BERNSTEIN ADVISORS LLC 32.2K -4.1K (-11.3%) 855.3K +86.5K (+11.2%) 0.02% -0.002 pp 0.03% +0.003 pp USD27.69 -4.2% 10 qtrs
97 FRANKLIN RESOURCES INC 31.4K -3.7K (-10.4%) 832.3K +91.1K (+12.3%) 0.02% -0.002 pp 0.00% +0.000 pp USD25.97 +2.2% 19 qtrs
98 INSCRIPTION CAPITAL, LLC 31.1K -1.2K (-3.6%) 826.0K +142.3K (+20.8%) 0.02% -0.001 pp 0.08% +0.011 pp USD21.16 +25.4% 2 qtrs
99 LPL FINANCIAL LLC 30.6K -1.5K (-4.6%) 811.9K +133.3K (+19.7%) 0.02% -0.001 pp 0.00% +0.000 pp USD26.91 -1.4% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 151 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Harbor Long-Short Equity ETF (LSEQ) LSEQ 3.21% 526.6K 2.28%
2 State Street SPDR S&P Transportation ETF XTN 2.44% 9.99M 0.35%
3 First Trust Industrials/Producer Durables AlphaDEX Fund FXR 0.66% 4.85M 0.60%
4 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.61% 2.40M 0.38%
5 Invesco S&P SmallCap Industrials ETF PSCI 0.59% 1.08M 0.29%
6 Hartford Multifactor Small Cap ETF ROSC 0.41% 252.8K 0.34%
7 Invesco S&P SmallCap 600 Pure Value ETF RZV 0.37% 1.03M 0.35%
8 Invesco S&P SmallCap 600 Revenue ETF RWJ 0.34% 6.85M 0.39%
9 Gotham 1000 Value ETF GVLU 0.32% 657.5K 0.50%
10 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.31% 786.5K 0.12%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
15.17
Shares disposed
Cash buys
Cash sales
Net activity
+15
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
2026-04-08 GIERTZ JAMES R Director A-Award A Class B Common Stock 15 28.47 431.89 61,745 D
2026-02-26 Devgun Shaleen Officer G-Gift A Class B Common Stock 9,415 0.00 122,787 I
2026-02-19 Campbell Darrell George Officer S-Sale D Class B Common Stock 6,000 28.89 173.3K 66,275 D
2026-02-18 Rourke Mark B. Officer G-Gift A Class B Common Stock 66,918 0.00 943,108 I
2026-02-15 Rourke Mark B. Officer F-InKind D Class B Common Stock 12,537 28.73 360.2K 329,889 D
2026-02-15 Reich Robert M JR Officer F-InKind D Class B Common Stock 1,382 28.73 39.7K 166,036 D
2026-02-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 681 28.73 19.6K 81,403 D
2026-02-15 Filter James Scott Officer F-InKind D Class B Common Stock 1,955 28.73 56.2K 191,159 D
2026-02-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 680 28.73 19.5K 29,110 D
2026-02-15 Devgun Shaleen Officer F-InKind D Class B Common Stock 1,455 28.73 41.8K 55,224 D
2026-02-15 Campbell Darrell George Officer F-InKind D Class B Common Stock 733 28.73 21.1K 76,319 D
2026-02-13 Rourke Mark B. Officer A-Award A Class B Common Stock 93,979 0.00 342,426 D
2026-02-13 Reich Robert M JR Officer A-Award A Class B Common Stock 14,097 0.00 173,959 D
2026-02-13 Jackson Thomas G Officer A-Award A Class B Common Stock 12,705 0.00 85,575 D
2026-02-13 Filter James Scott Officer A-Award A Class B Common Stock 20,014 0.00 203,112 D
2026-02-13 Dumas Magnin Shelly A Officer A-Award A Class B Common Stock 3,916 0.00 29,790 D
2026-02-13 Devgun Shaleen Officer A-Award A Class B Common Stock 13,053 0.00 56,679 D
2026-02-13 Campbell Darrell George Officer A-Award A Class B Common Stock 24,365 0.00 77,052 D
2026-01-14 Zimmermann Kathleen M. Director / 10% Owner G-Gift A Class B Common Stock 61,147 0.00 620,594 D
2026-01-14 Schneider Paul J. 10% Owner G-Gift A Class B Common Stock 61,153 0.00 431,916 D
2026-01-14 Koller Therese A. 10% Owner G-Gift A Class B Common Stock 61,138 0.00 1,821,861 D
2026-01-14 DePrey Mary P. Director / 10% Owner G-Gift A Class B Common Stock 30,569 0.00 609,078 D
2026-01-12 GIERTZ JAMES R Director A-Award A Class B Common Stock 14 28.76 408.97 61,730 D
2026-01-02 Rourke Mark B. Officer F-InKind D Class B Common Stock 4,628 26.53 122.8K 248,447 D
2026-01-02 Reich Robert M JR Officer F-InKind D Class B Common Stock 1,239 26.53 32.9K 159,862 D
2025-12-31 Schneider Paul J. 10% Owner G-Gift D Class B Common Stock 25,000 0.00 370,763 D
2025-12-16 Schneider Paul J. 10% Owner G-Gift A Class B Common Stock 2,800 0.00 398,563 D
2025-10-09 GIERTZ JAMES R Director A-Award A Class B Common Stock 18 23.11 405.81 61,716 D
2025-08-23 Reich Robert M JR Officer F-InKind D Class B Common Stock 140 25.34 3.5K 162,064 D
2025-08-07 Jackson Thomas G Officer M-Exempt A Class B Common Stock 19,836 22.63 448.9K 92,706 D
2025-07-10 GIERTZ JAMES R Director A-Award A Class B Common Stock 15 26.92 405.68 61,698 D
2025-04-29 Zimmermann Kathleen M. Director / 10% Owner A-Award A Class B Common Stock 7,835 0.00 559,447 D
2025-04-29 WELCH JAMES L Director A-Award A Class B Common Stock 7,835 0.00 52,235 D
2025-04-29 Swainson John A Director A-Award A Class B Common Stock 7,835 0.00 46,763 D
2025-04-29 STREICH JULIE K Director A-Award A Class B Common Stock 7,835 0.00 20,152 D
2025-04-29 KNIGHT ROBERT M JR Director A-Award A Class B Common Stock 7,835 0.00 40,807 D
2025-04-29 GRUBBS ROBERT W Director A-Award A Class B Common Stock 7,835 0.00 332,522 D
2025-04-29 GIERTZ JAMES R Director A-Award A Class B Common Stock 7,835 0.00 61,683 D
2025-04-29 DePrey Mary P. Director / 10% Owner A-Award A Class B Common Stock 7,835 0.00 578,509 D
2025-04-29 Chopra Jyoti Director A-Award A Class B Common Stock 7,835 0.00 36,003 D
2025-03-18 Rourke Mark B. Officer G-Gift A Class B Common Stock 56,834 0.00 876,190 I
2025-03-18 Devgun Shaleen Officer G-Gift D Class B Common Stock 8,181 0.00 43,626 D
2025-03-15 Reich Robert M JR Officer F-InKind D Class B Common Stock 585 23.75 13.9K 162,204 D
2025-03-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 604 23.75 14.3K 72,870 D
2025-03-15 Filter James Scott Officer F-InKind D Class B Common Stock 1,039 23.75 24.7K 183,098 D
2025-03-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 468 23.75 11.1K 25,874 D
2025-03-15 Devgun Shaleen Officer F-InKind D Class B Common Stock 1,039 23.75 24.7K 51,807 D
2025-02-15 Rourke Mark B. Officer F-InKind D Class B Common Stock 24,124 27.52 663.9K 309,909 D
2025-02-15 Reich Robert M JR Officer F-InKind D Class B Common Stock 5,093 27.52 140.2K 164,990 D
2025-02-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 1,412 27.52 38.9K 73,474 D
2025-02-15 Filter James Scott Officer F-InKind D Class B Common Stock 6,325 27.52 174.1K 184,137 D
2025-02-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 680 27.52 18.7K 26,342 D
2025-02-15 Devgun Shaleen Officer F-InKind D Class B Common Stock 4,144 27.52 114.0K 54,301 D
2025-02-15 Campbell Darrell George Officer F-InKind D Class B Common Stock 2,203 27.52 60.6K 52,687 D
2025-02-14 Rourke Mark B. Officer A-Award A Class B Common Stock 98,111 0.00 347,737 D
2025-02-14 Reich Robert M JR Officer A-Award A Class B Common Stock 14,717 0.00 170,083 D
2025-02-14 Jackson Thomas G Officer A-Award A Class B Common Stock 13,264 0.00 79,790 D
2025-02-14 Filter James Scott Officer A-Award A Class B Common Stock 19,078 0.00 193,098 D
2025-02-14 Dumas Magnin Shelly A Officer A-Award A Class B Common Stock 4,088 0.00 28,340 D
2025-02-14 Devgun Shaleen Officer A-Award A Class B Common Stock 13,627 0.00 59,353 D
2025-02-14 Campbell Darrell George Officer A-Award A Class B Common Stock 22,711 0.00 55,623 D
2025-01-15 Zimmermann Kathleen M. Director / 10% Owner G-Gift A Class B Common Stock 49,064 0.00 551,612 D
2025-01-15 Schneider Paul J. 10% Owner G-Gift A Class B Common Stock 49,064 0.00 575,663 D
2025-01-15 Koller Therese A. 10% Owner G-Gift A Class B Common Stock 49,056 0.00 1,760,723 D
2025-01-15 DePrey Mary P. Director / 10% Owner G-Gift A Class B Common Stock 24,528 0.00 570,674 D
2025-01-08 GIERTZ JAMES R Director A-Award A Class B Common Stock 14 29.17 402.84 53,831 D
2025-01-02 Rourke Mark B. Officer F-InKind D Class B Common Stock 8,110 29.28 237.5K 249,626 D
2024-12-31 Schneider Paul J. 10% Owner G-Gift D Class B Common Stock 3,000 0.00 414,263 D
2024-12-20 Devgun Shaleen Officer S-Sale D Class B Common Stock 10,000 29.04 290.4K 95,191 I
2024-12-17 Schneider Paul J. 10% Owner G-Gift D Class B Common Stock 3,450 0.00 1,282,670 I
2024-12-04 Rourke Mark B. Officer G-Gift D Class B Common Stock 9,151 0.00 257,736 D
2024-12-04 Reich Robert M JR Officer S-Sale D Class B Common Stock 3,706 31.75 117.7K 155,366 D
2024-11-27 Rourke Mark B. Officer M-Exempt A Class B Common Stock 41,208 17.00 700.5K 298,944 D
2024-11-27 Jackson Thomas G Officer M-Exempt A Class B Common Stock 18,248 16.76 305.8K 84,774 D
2024-10-08 GIERTZ JAMES R Director A-Award A Class B Common Stock 15 27.48 401.48 53,817 D
2024-08-02 Devgun Shaleen Officer S-Sale D Class B Common Stock 10,000 27.60 276.0K 55,726
2024-07-09 GIERTZ JAMES R Director A-Award A Class B Common Stock 17 22.89 399.66 53,802
2024-04-29 Zimmermann Kathleen M. Director / 10% Owner A-Award A Class B Common Stock 8,012 0.00 369,332
2024-04-29 WELCH JAMES L Director A-Award A Class B Common Stock 8,012 0.00 44,400
2024-04-29 Swainson John A Director A-Award A Class B Common Stock 8,012 0.00 38,928
2024-04-29 STREICH JULIE K Director A-Award A Class B Common Stock 8,012 0.00 12,317
2024-04-29 KNIGHT ROBERT M JR Director A-Award A Class B Common Stock 8,012 0.00 32,972
2024-04-29 GRUBBS ROBERT W Director A-Award A Class B Common Stock 8,012 0.00 324,687
2024-04-29 GIERTZ JAMES R Director A-Award A Class B Common Stock 8,012 0.00 53,785
2024-04-29 DePrey Mary P. Director / 10% Owner A-Award A Class B Common Stock 8,012 0.00 450,608
2024-04-29 Chopra Jyoti Director A-Award A Class B Common Stock 8,012 0.00 28,168
2024-04-09 GIERTZ JAMES R Director A-Award A Class B Common Stock 17 22.85 398.05 45,773
2024-03-15 Rourke Mark B. Director / Officer G-Gift D Class B Common Stock 596 0.00 257,736
2024-03-15 Reich Robert M JR Officer F-InKind D Class B Common Stock 398 22.55 9.0K 155,366
2024-03-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 604 22.55 13.6K 66,526
2024-03-15 Filter James Scott Officer F-InKind D Class B Common Stock 707 22.55 15.9K 174,020
2024-03-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 468 22.55 10.6K 24,252
2024-03-15 Devgun Shaleen Officer G-Gift D Class B Common Stock 638 0.00 38,906
2024-02-23 Rourke Mark B. Director / Officer G-Gift D Class B Common Stock 78,481 0.00 262,690
2024-02-23 Reich Robert M JR Officer F-InKind D Class B Common Stock 5,925 25.45 150.8K 156,127
2024-02-23 Jackson Thomas G Officer F-InKind D Class B Common Stock 8,985 25.45 228.7K 67,697
2024-02-23 Filter James Scott Officer A-Award A Class B Common Stock 16,457 0.00 180,539
2024-02-23 Dumas Magnin Shelly A Officer A-Award A Class B Common Stock 7,406 0.00 28,700
2024-02-23 Devgun Shaleen Officer F-InKind D Class B Common Stock 7,735 25.45 196.9K 49,872
2024-02-15 Rourke Mark B. Director / Officer A-Award A Class B Common Stock 186,413 0.00 1,001,203
2024-02-15 Reich Robert M JR Officer A-Award A Class B Common Stock 31,484 0.00 145,166
2024-02-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 1,572 24.14 37.9K 57,551
2024-02-15 Filter James Scott Officer A-Award A Class B Common Stock 39,354 0.00 166,012
2024-02-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 650 24.14 15.7K 21,294
2024-02-15 Devgun Shaleen Officer F-InKind D Class B Common Stock 1,613 24.14 38.9K 163,801
2024-02-15 Campbell Darrell George Officer F-InKind D Class B Common Stock 973 24.14 23.5K 32,912
2024-01-17 Schneider Paul J. 10% Owner G-Gift D Class B Common Stock 46,490 0.00 526,599
2024-01-16 Zimmermann Kathleen M. Director / 10% Owner G-Gift A Class B Common Stock 46,490 0.00 494,536
2024-01-16 Koller Therese A. Director / 10% Owner G-Gift A Class B Common Stock 46,480 0.00 1,711,667
2024-01-16 DePrey Mary P. 10% Owner G-Gift A Class B Common Stock 23,240 0.00 538,134
2024-01-08 GIERTZ JAMES R Director A-Award A Class B Common Stock 15 25.18 375.69 45,755
2024-01-02 Rourke Mark B. Director / Officer F-InKind D Class B Common Stock 3,107 25.45 79.1K 814,790
2023-12-31 Schneider Paul J. 10% Owner I Class B Common Stock 0 0.00 1,286,120
2023-12-31 DePrey Mary P. 10% Owner I Class B Common Stock 0 0.00 807,100
2023-12-14 Schneider Paul J. 10% Owner G-Gift D Class B Common Stock 4,400 0.00 417,263 D
2023-12-13 Rourke Mark B. Director / Officer F-InKind D Class B Common Stock 1,293 24.21 31.3K 817,897
2023-12-12 Schneider Paul J. 10% Owner G-Gift D Class B Common Stock 62,000 0.00 421,663 D
2023-10-10 GIERTZ JAMES R Director A-Award A Class B Common Stock 14 27.37 374.70 45,741
2023-09-30 Campbell Darrell George Officer A-Award A Class B Common Stock 9,029 0.00 9,029
2023-07-17 STREICH JULIE K Director A-Award A Class B Common Stock 4,305 0.00 4,305
2023-07-11 GIERTZ JAMES R Director A-Award A Class B Common Stock 13 28.80 373.25 45,727
2023-07-03 Godfrey Adam P Director A-Award A Class B Common Stock 219 28.65 6.3K 669,851
2023-04-24 Zimmermann Kathleen M. Director / 10% Owner A-Award A Class B Common Stock 5,674 0.00 361,320
2023-04-24 WELCH JAMES L Director A-Award A Class B Common Stock 5,674 0.00 36,388
2023-04-24 Swainson John A Director A-Award A Class B Common Stock 5,674 0.00 30,916
2023-04-24 Koller Therese A. Director / 10% Owner A-Award A Class B Common Stock 5,674 0.00 1,665,187
2023-04-24 KNIGHT ROBERT M JR Director A-Award A Class B Common Stock 5,674 0.00 24,960
2023-04-24 GRUBBS ROBERT W Director A-Award A Class B Common Stock 5,674 0.00 316,675
2023-04-24 GIERTZ JAMES R Director A-Award A Class B Common Stock 5,674 0.00 45,714
2023-04-24 Chopra Jyoti Director A-Award A Class B Common Stock 5,674 0.00 20,156
2023-04-10 GIERTZ JAMES R Director A-Award A Class B Common Stock 14 26.20 372.04 40,040
2023-04-03 Godfrey Adam P Director A-Award A Class B Common Stock 1,230 26.32 32.4K 669,632
2023-03-15 Rourke Mark B. Director / Officer F-InKind D Class B Common Stock 1,722 26.36 45.4K 840,945
2023-03-15 Reich Robert M JR Officer F-InKind D Class B Common Stock 544 26.36 14.3K 113,682
2023-03-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 604 26.36 15.9K 34,171
2023-03-15 Filter James Scott Officer F-InKind D Class B Common Stock 707 26.36 18.6K 114,672
2023-03-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 319 26.36 8.4K 13,349
2023-03-15 Devgun Shaleen Officer F-InKind D Class B Common Stock 567 26.36 14.9K 141,873
2023-03-15 BRUFFETT STEPHEN L Officer F-InKind D Class B Common Stock 1,367 26.36 36.0K 108,464
2023-02-21 Rourke Mark B. Director / Officer A-Award A Class B Common Stock 131,578 0.00 906,059
2023-02-21 Reich Robert M JR Officer F-InKind D Class B Common Stock 5,808 23.40 135.9K 115,233
2023-02-21 Jackson Thomas G Officer F-InKind D Class B Common Stock 9,155 23.40 214.2K 35,969
2023-02-21 Filter James Scott Officer A-Award A Class B Common Stock 17,696 0.00 132,368
2023-02-21 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 2,300 23.40 53.8K 17,765
2023-02-21 Devgun Shaleen Officer A-Award A Class B Common Stock 19,284 0.00 152,058
2023-02-21 BRUFFETT STEPHEN L Officer F-InKind D Class B Common Stock 15,979 23.40 373.9K 111,143
2023-02-15 Rourke Mark B. Director / Officer F-InKind D Class B Common Stock 4,764 28.86 137.5K 712,803
2023-02-15 Reich Robert M JR Officer F-InKind D Class B Common Stock 455 28.86 13.1K 93,190
2023-02-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 758 28.86 21.9K 16,830
2023-02-15 Filter James Scott Officer F-InKind D Class B Common Stock 541 28.86 15.6K 104,132
2023-02-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 360 28.86 10.4K 10,038
2023-02-15 Devgun Shaleen Officer A-Award A Class B Common Stock 9,287 0.00 132,774
2023-02-15 BRUFFETT STEPHEN L Officer F-InKind D Class B Common Stock 970 28.86 28.0K 65,092
2023-02-06 Reich Robert M JR Officer S-Sale D Class B Common Stock 6,000 29.64 177.8K 93,645
2023-02-06 GRUBBS ROBERT W Director G-Gift D Class B Common Stock 7,000 0.00 311,001
2023-02-01 Devgun Shaleen Officer S-Sale D Class B Common Stock 10,000 27.00 270.0K 124,497
2023-01-17 Zimmermann Kathleen M. 10% Owner G-Gift A Class B Common Stock 35,354 0.00 442,372
2023-01-17 Schneider Paul J. Director / 10% Owner G-Gift A Class B Common Stock 35,354 0.00 561,953
2023-01-17 Koller Therese A. Director / 10% Owner G-Gift A Class B Common Stock 35,345 0.00 1,694,858
2023-01-17 DePrey Mary P. 10% Owner G-Gift A Class B Common Stock 17,673 0.00 566,594
2023-01-10 GIERTZ JAMES R Director A-Award A Class B Common Stock 13 24.68 329.72 40,026
2023-01-03 Godfrey Adam P Director A-Award A Class B Common Stock 2,045 23.84 48.8K 668,402
2022-12-31 Schneider Paul J. Director / 10% Owner I Class B Common Stock 0 0.00 1,366,320
2022-11-15 Devgun Shaleen Officer S-Sale D Class B Common Stock 10,000 25.00 250.0K 134,497
2022-10-10 GIERTZ JAMES R Director A-Award A Class B Common Stock 16 20.97 328.39 40,012
2022-10-03 Godfrey Adam P Director A-Award A Class B Common Stock 2,295 21.25 48.8K 666,357
2022-08-23 Schneider Paul J. 10% Owner G-Gift D Class B Common Stock 92,000 0.00 483,663 D
2022-07-11 GIERTZ JAMES R Director A-Award A Class B Common Stock 14 22.82 327.24 39,997
2022-07-01 Godfrey Adam P Director A-Award A Class B Common Stock 2,145 22.73 48.8K 664,062
2022-04-25 WELCH JAMES L Director A-Award A Class B Common Stock 6,619 0.00 30,714
2022-04-25 Swainson John A Director A-Award A Class B Common Stock 6,619 0.00 25,242
2022-04-25 Schneider Paul J. Director A-Award A Class B Common Stock 6,619 0.00 526,599
2022-04-25 Koller Therese A. Director A-Award A Class B Common Stock 6,619 0.00 1,659,513
2022-04-25 KNIGHT ROBERT M JR Director A-Award A Class B Common Stock 6,619 0.00 19,286
2022-04-25 Godfrey Adam P Director A-Award A Class B Common Stock 6,619 0.00 661,917
2022-04-25 GRUBBS ROBERT W Director A-Award A Class B Common Stock 6,619 0.00 318,001
2022-04-25 GIERTZ JAMES R Director A-Award A Class B Common Stock 6,619 0.00 39,982
2022-04-25 Chopra Jyoti Director A-Award A Class B Common Stock 6,619 0.00 14,482
2022-04-15 Filter James Scott Officer D Class B Common Stock 0 0.00 104,673
2022-04-08 GIERTZ JAMES R Director A-Award A Class B Common Stock 15 21.54 326.12 33,363
2022-04-01 Godfrey Adam P Director A-Award A Class B Common Stock 2,093 23.30 48.8K 655,298
2022-04-01 Geyer David L Officer S-Sale D Class B Common Stock 12,702 24.56 312.0K 103,394
2022-03-15 Rourke Mark B. Officer F-InKind D Class B Common Stock 13,115 25.65 336.4K 717,567
2022-03-15 Reich Robert M JR Officer F-InKind D Class B Common Stock 1,428 25.65 36.6K 93,645
2022-03-15 Jackson Thomas G Officer F-InKind D Class B Common Stock 1,798 25.65 46.1K 17,588
2022-03-15 Geyer David L Officer F-InKind D Class B Common Stock 4,044 25.65 103.7K 116,096
2022-03-15 Dumas Magnin Shelly A Officer F-InKind D Class B Common Stock 544 25.65 14.0K 10,398
2022-03-15 Devgun Shaleen Officer F-InKind D Class B Common Stock 11,244 25.65 288.4K 144,497
2022-03-15 BRUFFETT STEPHEN L Officer F-InKind D Class B Common Stock 5,223 25.65 134.0K 66,062
2022-03-03 Geyer David L Officer G-Gift D Class B Common Stock 2,280 0.00 25,979
2022-03-03 Devgun Shaleen Officer M-Exempt A Class B Common Stock 11,748 17.00 199.7K 167,489
2022-03-01 Reich Robert M JR Officer S-Sale D Class B Common Stock 5,000 26.42 132.1K 95,073
2022-03-01 Geyer David L Officer S-Sale D Class B Common Stock 16,000 26.12 417.9K 120,140
2022-02-15 Rourke Mark B. Director / Officer A-Award A Employee Stock Option-Right To Buy 121,622 25.91 3.15M 121,622
2022-02-15 Reich Robert M JR Officer A-Award A Employee Stock Option-Right To Buy 20,271 25.91 525.2K 20,271
2022-02-15 Jackson Thomas G Officer A-Award A Class B Common Stock 5,790 0.00 19,386
2022-02-15 Geyer David L Officer A-Award A Employee Stock Option-Right To Buy 25,338 25.91 656.5K 25,338
2022-02-15 Dumas Magnin Shelly A Officer A-Award A Class B Common Stock 3,860 0.00 10,942
2022-02-15 Devgun Shaleen Officer A-Award A Class B Common Stock 7,720 0.00 155,741
2022-02-15 BRUFFETT STEPHEN L Officer A-Award A Employee Stock Option-Right To Buy 37,838 25.91 980.4K 37,838

Executive team

Top executives
EBIT / Employee
8.9K
Shares Outstanding
175.34M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2019 Christopher B. Lofgren Former President and CEO 256.7K 2.17M 722.0K 1.55M 7.89M 12.58M 22.96%
2 2019 Mark B. Rourke President and CEO 675.0K 1.82M 607.5K 532.7K 7.06M 10.69M 22.72%
3 2019 Stephen L. Bruffett EVP - CFO 497.9K 768.7K 256.2K 3.14M 4.66M 22.00%
4 2019 David L. Geyer EVP - Group President, Transportation & Logistics 408.3K 506.2K 168.7K 195.0K 2.50M 3.78M 17.85%
5 2019 Shaleen Devgun EVP - CIO 395.8K 318.8K 106.2K 78.0K 1.82M 2.72M 15.63%
6 2019 Robert M. Reich EVP - CAO 327.5K 277.5K 92.5K 58.5K 1.60M 2.36M 15.68%
7 2018 Christopher B. Lofgren Former President and CEO 770.0K 2.17M 722.0K 5.70M 14.67M 24.01M 12.03%
8 2018 Christopher B. Lofgren President and CEO 770.0K 2.17M 722.0K 5.70M 14.67M 24.01M 12.03%
9 2018 Mark B. Rourke EVP, COO 572.9K 899.9K 300.0K 2.34M 6.88M 10.99M 10.91%
10 2018 Mark B. Rourke President and CEO 572.9K 899.9K 300.0K 2.34M 6.88M 10.99M 10.91%
11 2018 Stephen L. Bruffett EVP - CFO 320.3K 750.0K 250.0K 580.9K 4.16M 6.06M 16.49%
12 2018 Stephen L. Bruffett EVP, CFO (Effective April 2018) 320.3K 750.0K 250.0K 580.9K 4.16M 6.06M 16.49%
13 2018 Shaleen Devgun EVP - CIO 347.1K 1.22M 74.8K 338.0K 3.94M 5.92M 21.94%
14 2018 Shaleen Devgun EVP, CIO 347.1K 1.22M 74.8K 338.0K 3.94M 5.92M 21.94%
15 2018 Steven J. Matheys EVP, CAO 375.0K 278.3K 92.8K 793.6K 2.74M 4.28M 8.68%
16 2018 Lori A. Lutey EVP, Former CFO 133.3K 2.12M 2.25M 0.00%
17 2017 Christopher B. Lofgren President and CEO 770.0K 2.17M 721.8K 5.51M 13.84M 22.97M 12.57%
18 2017 Christopher B. Lofgren Former President and CEO 770.0K 2.17M 721.8K 5.51M 13.84M 22.97M 12.57%
19 2017 Mark B. Rourke EVP, COO 550.0K 787.5K 262.5K 1.97M 5.89M 9.45M 11.11%
20 2017 Mark B. Rourke President and CEO 550.0K 787.5K 262.5K 1.97M 5.89M 9.45M 11.11%
21 2017 Lori A. Lutey EVP, Former CFO 399.8K 642.8K 214.3K 1.62M 4.45M 7.32M 11.71%
22 2017 Steven J. Matheys EVP, CAO 375.0K 278.6K 92.8K 750.3K 2.55M 4.04M 9.20%
23 2017 Lori A. Lutey EVP, CFO 399.8K 642.8K 214.3K 1.62M 33.4K 2.91M 29.48%
24 2017 Paul J. Kardish EVP, General Counsel 350.0K 289.3K 96.4K 147.0K 22.7K 905.5K 42.60%
25 2016 Christopher B. Lofgren President and CEO 768.8K 861.4K 530.0K 4.63M 6.79M 12.68%
26 2016 Mark B. Rourke EVP, COO 525.0K 313.2K 265.0K 2.64M 3.74M 8.37%
27 2016 Lori A. Lutey EVP, Former CFO 399.8K 255.8K 171.5K 1.88M 2.71M 9.43%
28 2016 Steven J. Matheys EVP, CAO 375.0K 111.1K 124.7K 1.36M 1.97M 5.65%
29 2016 Lori A. Lutey EVP, CFO 399.8K 255.8K 171.5K 76.8K 903.9K 28.30%
30 2016 Paul J. Kardish EVP, General Counsel 350.0K 115.4K 124.7K 20.7K 610.8K 18.89%
31 2015 Christopher B. Lofgren President and CEO 768.8K 851.0K 1.56M 148.5K 3.33M 25.59%
32 2015 Mark B. Rourke EVP, COO 498.0K 292.6K 603.8K 157.4K 1.55M 18.86%
33 2015 Lori A. Lutey EVP, CFO 399.8K 240.1K 462.6K 65.4K 1.17M 20.56%
34 2015 Steven J. Matheys EVP, CAO 375.0K 111.6K 261.3K 52.4K 800.3K 13.94%
35 2015 Paul J. Kardish EVP, General Counsel 325.0K 102.8K 167.1K 21.5K 616.4K 16.68%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-17 DEFA14A
2026-03-17 DEF 14A
2025-03-17 DEFA14A
2025-03-17 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 S-8
2026-05-08 4
2026-05-08 3/A
2026-05-05 4
2026-05-05 3
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 4

Executive team

NameTitleCompensationGender
Mark Rourke Chief Executive Officer, President & Director 2M male
Thomas G. Jackson Executive Vice President, General Counsel & Corporate Secretary 882.0K male
Darrell Campbell Executive Vice President & Chief Financial Officer 833.7K male
Shaleen Devgun Executive Vice President and Chief Innovation & Technology Officer 727.1K male
James Filter Executive Vice President & Group President of Transportation & Logistics 716.3K male
Robert Reich Jr. Executive Vice President & Chief Administrative Officer 692.2K male
Christyne McGarvey Vice President of Investor Relations & Corporate Finance female
Kara Leiterman Manager of Media Relations female
Shelly A. Dumas-Magnin Vice President & Controller female
Angela Fish Executive Vice President of Human Resources female
ESG Rating
B
TRUCKING
2026
E (Environmental)
56.9 / 60.4
Company / Sector avg.
S (Social)
47.3 / 54.4
Company / Sector avg.
G (Governance)
40.5 / 54.1
Company / Sector avg.
ESG Total
48.2 / 56.3
Company / Sector avg.
ESG Score History TRUCKING
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2023-04-17 2023-05-01 Thomas R. Carper DE Spouse Sale (Full) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-26 2026-02-27 Josh Gottheimer NJ05 Joint Sale $1,001 - $15,000
2026-01-15 2026-02-13 Gilbert Cisneros CA31 Sale (Full) $1,001 - $15,000
2025-09-25 2025-10-22 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-03-05 2025-04-14 Jefferson Shreve IN06 Sale $15,001 - $50,000
2024-07-26 2024-08-15 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits