Schneider National, Inc. (SNDR)
Green Bay, WI, US
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.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.02% | -6.04% | +2.95% | +0.73% | +33.06% | +9.08% | +18.75% | +9.62% | +13.27% | +52.32% | +52.32% |
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 | 1 | -1 |
| Buy | 5 | 0 |
| Hold | 10 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| 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 |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
ETF Ownership
| # | 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
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
| 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 | ↗ |
| 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 | ↗ |
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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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