Stratus Properties Inc. (STRS)
Austin, TX, US
Stratus Properties Inc. is a real estate company primarily active in Texas, specializing in the entire property lifecycle from acquisition and obtaining necessary permits to development, ongoing management, and eventual sale. Their portfolio encompasses commercial, multi-unit, and single-family residential properties. The firm's business activities are structured into two principal divisions: Real Estate Operations and Leasing Operations. Through its Leasing Operations, the company offers rental spaces in various assets, including retail establishments, mixed-use complexes, and multi-family dwellings. Stratus Properties Inc. was founded in 1992 and has its corporate headquarters located in Austin, Texas.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.43% | -1.50% | -5.50% | -6.31% | +29.10% | +18.26% | +58.16% | +31.29% | +6.90% | +28.23% | +853.17% |
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
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Real Estate - Diversified: +7.3%-44.8% Q1'26: -24.8% (vs Q1'25)
-
EPS growth Real Estate - Diversified: +24.5%+512.5% ★ Q1'26: +327.8% (vs Q1'25)
-
FCF margin FCF growth · Real Estate - Diversified: +20.5%+19.1% Q1'26: -412.5% (vs Q1'25)
-
EBIT margin Real Estate - Diversified: +35.8%+32.1% Q1'26: +413.7% (vs Q1'25)
-
ROIC Real Estate - Diversified: +3.0%+1.3% Q1'26: +12.4% (vs Q1'25)
-
Share dilution Real Estate - Diversified: +0.0%-0.5% ★ Q1'26: +0.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Diversified: 3.57×9.60× Q1'26: 2.33× (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 2010 actual |
Dec 2011 actual |
|---|---|---|
| Revenue |
9.12M
est: 8.73M (+4.5%)
|
137.04M
est: 9.90M (+1,284.2%)
|
| EBITDA |
-7.82M
est: -1.74M (-348.9%)
|
3.44M
est: -1.98M (+274.0%)
|
| EBIT |
-10.40M
est: -3.67M (-183.1%)
|
1.89M
est: -4.17M (+145.5%)
|
| Net Income |
-15.34M
|
-10.39M
|
| SGA |
6.53M
est: 4.88M (+33.6%)
|
6.65M
est: 5.54M (+20.1%)
|
| EPS |
-2.05
|
-1.39
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 4/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-15 | A | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 13-5156620 | 1.16M | 14.00% | — | — | — | 1.16M | BD, IA | NEW YORK STATE | 2022-02-04 | ↗ |
| 2 | Oasis Investments II Master Fund Ltd. | 1.12M | 13.70% | — | 1.12M | — | 11.00 | OO | — | 2021-01-05 | ↗ |
| 3 | Oasis Management Company Ltd. | 1.12M | 13.70% | — | 1.12M | — | 11.00 | OO | — | 2021-01-05 | ↗ |
| 4 | Seth Fischer | 1.12M | 13.70% | — | 1.12M | — | 11.00 | IN | — | 2021-01-05 | ↗ |
| 5 | III | 516.4K | 6.26% | 516.4K | — | 516.4K | — | IN | — | 2022-02-10 | ↗ |
| 6 | William H. Armstrong III | 505.5K | 6.15% | 505.5K | — | 505.5K | — | IN | — | 2021-02-08 | ↗ |
| 7 | 30-0447847 | 435.4K | 5.30% | 431.2K | — | 435.4K | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 8 | The Vanguard Group - 23-1945930 | 407.4K | 5.09% | — | 2.5K | 402.1K | 5.3K | IA | — | 2024-02-13 | ↗ |
| 9 | Bradley L. Radoff | 326.0K | 4.00% | 326.0K | — | 326.0K | 10.00 | IN | USA | 2016-11-01 | ↗ |
| 10 | BLR Partners LP | 281.2K | 3.50% | 281.2K | — | 281.2K | 10.00 | PN | TEXAS | 2016-11-01 | ↗ |
| 11 | BLRGP Inc. | 281.2K | 3.50% | 281.2K | — | 281.2K | 10.00 | CO | TEXAS | 2016-11-01 | ↗ |
| 12 | BLRPart, LP | 281.2K | 3.50% | 281.2K | — | 281.2K | 10.00 | PN | TEXAS | 2016-11-01 | ↗ |
| 13 | FMLP Inc. | 281.2K | 3.50% | 281.2K | — | 281.2K | 10.00 | CO | TEXAS | 2016-11-01 | ↗ |
| 14 | Fondren Management, LP | 281.2K | 3.50% | 281.2K | — | 281.2K | 10.00 | PN | TEXAS | 2016-11-01 | ↗ |
| 15 | Perry J. Radoff | 200.0K | 2.50% | 200.0K | — | 200.0K | 10.00 | IN | USA | 2016-11-01 | ↗ |
| 16 | Perry J. Radoff, P.C. Profit Sharing Plan | 200.0K | 2.50% | 200.0K | — | 200.0K | 10.00 | EP | TEXAS | 2016-11-01 | ↗ |
| 17 | Jonathan Kagan | 75.8K | 1.00% | 72.1K | 3.7K | 72.1K | 10.00 | IN | USA | 2016-11-01 | ↗ |
| 18 | Middle Stump, Inc. | 49.3K | 1.00% | 49.3K | — | 49.3K | 10.00 | CO | TEXAS | 2016-11-01 | ↗ |
| 19 | Joshua E. Schechter | 6.0K | 1.00% | 6.0K | — | 6.0K | 10.00 | IN | USA | 2016-11-01 | ↗ |
| 20 | Ella Benson | 2.6K | 0.10% | 2.6K | — | 2.6K | 11.00 | IN | — | 2021-01-05 | ↗ |
| 21 | 43-1225960 | — | 0.00% | — | — | — | — | IA | — | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | OASIS MANAGEMENT CO LTD. | 1.13M -818.0 (-0.1%) | 27.42M +3.4M (+14.2%) | 14.12% +0.076 pp | 1.78% -0.537 pp | USD17.75 +36.2% | 39 qtrs — |
| 2 | INGALLS & SNYDER LLC | 893.3K -6.8K (-0.8%) | 21.60M +2.6M (+13.4%) | 11.12% -0.016 pp | 0.79% +0.170 pp | USD19.21 +25.9% | 39 qtrs — |
| 3 | VANGUARD GROUP INC | 431.1K +715.0 (+0.2%) | 10.42M +1.3M (+14.5%) | 5.37% +0.041 pp | 0.00% +0.000 pp | USD26.92 -10.2% | 84 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 408.7K -15.5K (-3.6%) | 9.88M +907.0K (+10.1%) | 5.09% -0.161 pp | 0.00% +0.000 pp | USD14.29 +69.2% | 51 qtrs — |
| 5 | BLACKROCK, INC. | 364.0K +18.4K (+5.3%) | 8.80M +1.5M (+20.4%) | 4.53% +0.256 pp | 0.00% +0.000 pp | USD25.58 -5.5% | 6 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 160.1K +1.4K (+0.9%) | 3.87M +513.7K (+15.3%) | 1.99% +0.029 pp | 0.00% +0.000 pp | USD26.97 -10.3% | 39 qtrs — |
| 7 | HODGES CAPITAL MANAGEMENT INC. | 159.8K +13.6K (+9.3%) | 3.86M +770.3K (+24.9%) | 1.99% +0.180 pp | 0.33% +0.067 pp | USD24.16 +0.1% | 20 qtrs — |
| 8 | RBF CAPITAL, LLC | 133.1K +— (+0.0%) | 3.22M +402.1K (+14.3%) | 1.66% +0.010 pp | 0.14% +0.017 pp | USD11.35 +113.0% | 54 qtrs — |
| 9 | STATE STREET CORP | 88.1K +2.4K (+2.9%) | 2.13M +317.9K (+17.5%) | 1.10% +0.037 pp | 0.00% +0.000 pp | USD28.70 -15.7% | 39 qtrs — |
| 10 | TECTONIC ADVISORS LLC | 59.1K +6.5K (+12.4%) | 1.43M +316.4K (+28.4%) | 0.74% +0.085 pp | 0.08% +0.015 pp | USD20.86 +15.9% | 13 qtrs — |
| 11 | NORTHERN TRUST CORP | 52.1K -3.3K (-5.9%) | 1.26M +88.5K (+7.6%) | 0.65% -0.036 pp | 0.00% +0.000 pp | USD27.19 -11.1% | 39 qtrs — |
| 12 | — | 41.8K +41.8K (+100.0%) | 1.01M +1.0M (+100.0%) | 0.52% +0.520 pp | 1.06% +1.060 pp | USD24.18 +0.0% | 1 qtrs NEW |
| 13 | B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT | 41.5K -4.0K (-8.8%) | 1.00M +40.7K (+4.2%) | 0.52% -0.046 pp | 0.14% -0.011 pp | USD22.49 +7.5% | 10 qtrs — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20.1K -1.0 (0.0%) | 486.1K +60.7K (+14.3%) | 0.25% +0.002 pp | 0.00% +0.000 pp | USD29.61 -18.3% | 15 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 15.8K +53.0 (+0.3%) | 380.9K +48.7K (+14.7%) | 0.20% +0.002 pp | 0.00% +0.000 pp | USD24.23 -0.2% | 15 qtrs — |
| 16 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15.5K +— (+0.0%) | 373.6K +46.7K (+14.3%) | 0.19% +0.001 pp | 0.01% +0.001 pp | USD20.21 +19.6% | 76 qtrs — |
| 17 | MORGAN STANLEY | 12.0K +1.4K (+13.4%) | 290.6K +66.4K (+29.6%) | 0.15% +0.019 pp | 0.00% +0.000 pp | USD27.11 -10.8% | 51 qtrs — |
| 18 | PRICE T ROWE ASSOCIATES INC /MD/ | 10.6K +— (+0.0%) | 258.0K +33.0K (+14.7%) | 0.13% +0.001 pp | 0.00% +0.000 pp | USD22.92 +5.5% | 14 qtrs — |
| 19 | BARCLAYS PLC | 10.4K +3.1K (+42.2%) | 252.1K +61.5K (+32.3%) | 0.13% +0.039 pp | 0.00% +0.000 pp | USD22.84 +5.9% | 15 qtrs — |
| 20 | NUVEEN, LLC | 8.5K +8.5K (+100.0%) | 205.9K +205.9K (+100.0%) | 0.11% +0.106 pp | 0.00% +0.000 pp | USD24.18 +0.0% | 1 qtrs NEW |
| 21 | RHUMBLINE ADVISERS | 8.4K -860.0 (-9.3%) | 202.9K +7.1K (+3.6%) | 0.10% -0.010 pp | 0.00% +0.000 pp | USD25.19 -4.0% | 11 qtrs — |
| 22 | WELLS FARGO & COMPANY/MN | 7.5K +2.4K (+46.2%) | 181.1K +72.7K (+67.1%) | 0.09% +0.030 pp | 0.00% +0.000 pp | USD23.88 +1.3% | 43 qtrs — |
| 23 | JPMORGAN CHASE & CO | 6.8K -1.7K (-19.7%) | 164.3K -14.8K (-8.3%) | 0.08% -0.020 pp | 0.00% +0.000 pp | USD22.80 +6.1% | 33 qtrs — |
| 24 | BANK OF AMERICA CORP /DE/ | 6.8K +2.6K (+61.5%) | 163.3K +74.8K (+84.5%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD22.65 +6.8% | 43 qtrs — |
| 25 | DEUTSCHE BANK AG\ | 6.6K -6.1K (-47.9%) | 158.8K -108.2K (-40.5%) | 0.08% -0.074 pp | 0.00% +0.000 pp | USD21.16 +14.3% | 2 qtrs — |
| 26 | UBS GROUP AG | 4.9K -1.3K (-21.0%) | 118.9K -12.7K (-9.7%) | 0.06% -0.016 pp | 0.00% +0.000 pp | USD22.27 +8.6% | 45 qtrs — |
| 27 | METLIFE INVESTMENT MANAGEMENT, LLC | 3.8K +3.8K (+100.0%) | 92.9K +92.9K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.000 pp | USD24.18 +0.0% | 1 qtrs NEW |
| 28 | NEW YORK STATE COMMON RETIREMENT FUND | 3.1K +— (+0.0%) | 76.1K +9.5K (+14.3%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD32.10 -24.7% | 15 qtrs — |
| 29 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 3.1K -27.0 (-0.9%) | 75.3K +8.8K (+13.3%) | 0.04% 0.000 pp | 0.00% +0.000 pp | USD24.25 -0.3% | 7 qtrs — |
| 30 | FMR LLC | 2.2K +104.0 (+5.0%) | 52.7K +8.8K (+20.0%) | 0.03% +0.002 pp | 0.00% +0.000 pp | USD25.86 -6.5% | 19 qtrs — |
| 31 | BNP PARIBAS ARBITRAGE, SNC | 1.6K +287.0 (+22.7%) | 37.5K +10.8K (+40.2%) | 0.02% +0.004 pp | 0.00% +0.000 pp | USD21.93 +10.3% | 39 qtrs — |
| 32 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 1.4K +— (+0.0%) | 33.1K +4.1K (+14.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD18.88 +28.1% | 3 qtrs — |
| 33 | STRS OHIO | 1.3K +— (+0.0%) | 31.4K +3.9K (+14.3%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD32.22 -25.0% | 15 qtrs — |
| 34 | ROYAL BANK OF CANADA | 915.00 -5.2K (-85.0%) | 22.0K -107.0K (-82.9%) | 0.01% -0.064 pp | 0.00% +0.000 pp | USD19.62 +23.2% | 16 qtrs — |
| 35 | NISA INVESTMENT ADVISORS, LLC | 695.00 +— (+0.0%) | 16.8K +2.1K (+14.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD18.94 +27.7% | 11 qtrs — |
| 36 | LEGAL & GENERAL GROUP PLC | 605.00 +— (+0.0%) | 14.6K +1.8K (+14.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD27.46 -11.9% | 15 qtrs — |
| 37 | RUSSELL INVESTMENTS GROUP, LTD. | 553.00 +— (+0.0%) | 13.4K +1.7K (+14.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD17.77 +36.1% | 7 qtrs — |
| 38 | TOWER RESEARCH CAPITAL LLC (TRC) | 484.00 -107.0 (-18.1%) | 11.7K -803.0 (-6.4%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD19.72 +22.6% | 33 qtrs — |
| 39 | AMERITAS INVESTMENT PARTNERS, INC. | 442.00 +— (+0.0%) | 10.7K +1.3K (+14.3%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD32.22 -25.0% | 15 qtrs — |
| 40 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 411.00 +5.0 (+1.2%) | 9.9K +1.3K (+15.7%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD31.95 -24.3% | 15 qtrs — |
| 41 | STERLING CAPITAL MANAGEMENT LLC | 385.00 -76.0 (-16.5%) | 9.3K -446.0 (-4.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD20.89 +15.7% | 6 qtrs — |
| 42 | GAMMA INVESTING LLC | 213.00 -32.0 (-13.1%) | 5.2K -34.0 (-0.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD18.60 +30.0% | 5 qtrs — |
| 43 | AMALGAMATED BANK | 210.00 +5.0 (+2.4%) | 5.0K +1.0K (+25.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD32.02 -24.5% | 15 qtrs — |
| 44 | CITIGROUP INC | 151.00 -3.0 (-1.9%) | 3.7K +393.0 (+12.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD25.93 -6.7% | 16 qtrs — |
| 45 | OPTIVER HOLDING B.V. | 80.00 +— (+0.0%) | 1.9K +241.0 (+14.2%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.15 +14.3% | 2 qtrs — |
| 46 | CWM, LLC | 60.00 -3.0 (-4.8%) | 1.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.12 +26.5% | 9 qtrs — |
| 47 | SRS CAPITAL ADVISORS, INC. | 15.00 -13.0 (-46.4%) | 363.00 -229.0 (-38.7%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD20.13 +20.1% | 13 qtrs — |
| 48 | TRANSAMERICA FINANCIAL ADVISORS, INC. | 7.00 +7.0 (+100.0%) | 169.00 +169.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD24.14 +0.2% | 1 qtrs NEW |
| 49 | EVERSOURCE WEALTH ADVISORS, LLC | 3.00 +1.0 (+50.0%) | 72.00 +30.0 (+71.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.67 +22.9% | 4 qtrs — |
| 50 | TRUE WEALTH DESIGN, LLC | 2.00 +— (+0.0%) | 49.00 +6.0 (+14.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD17.50 +38.2% | 4 qtrs — |
| 51 | ADVISOR GROUP HOLDINGS, INC. | 1.00 +— (+0.0%) | 24.00 +5.0 (+26.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.00 +20.9% | 7 qtrs — |
| 52 | IFP ADVISORS, INC | 1.00 +— (+0.0%) | 24.00 +3.0 (+14.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD21.00 +15.1% | 2 qtrs — |
| 53 | HUNTINGTON NATIONAL BANK | 1.00 +— (+0.0%) | 24.00 +3.0 (+14.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.00 +27.3% | 13 qtrs — |
| 54 | JANE STREET GROUP, LLC | — -9.5K (-100.0%) | — -200.2K (-100.0%) | 0.00% -0.117 pp | 0.00% +0.000 pp | USD— | 2 qtrs SOLD |
| 55 | PRIVATE WEALTH MANAGEMENT GROUP, LLC | — -51.0 (-100.0%) | — -1.1K (-100.0%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD— | 9 qtrs SOLD |
| 56 | PNC FINANCIAL SERVICES GROUP, INC. | — -4.0 (-100.0%) | — -85.0 (-100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD— | 4 qtrs SOLD |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Schwab Fundamental International Small Company Index ETF FNDC | 0.04% | 1.22M | 0.39% |
| 2 | State Street SPDR Portfolio Developed World ex-US ETF SPDW | 0.04% | 15.47M | 0.03% |
| 3 | U.S. Micro Cap Portfolio ETF DFMC | 0.02% | 1.36M | 0.43% |
| 4 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 156.0K | 0.06% |
| 5 | Schwab International Equity ETF SCHF | 0.01% | 4.89M | 0.03% |
| 6 | Dimensional - US Small Cap Value ETF DFSV | 0.01% | 557.7K | 0.30% |
| 7 | Vanguard Russell 2000 ETF VTWO | 0.01% | 962.1K | 0.06% |
| 8 | Dimensional - US Small Cap ETF DFAS | 0.00% | 688.6K | 0.26% |
| 9 | Dimensional - US Vector Equity ETF DXUV | 0.00% | 19.0K | 0.28% |
| 10 | Dimensional - US Targeted Value ETF DFAT | 0.00% | 476.6K | 0.28% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 10,000 | 29.05 | 290.5K | 971,129 | I | ↗ |
| 2026-05-18 | JOSEPH JAMES | Director | S-Sale | D | Common Stock | 12,335 | 29.08 | 358.7K | 3,380 | D | ↗ |
| 2026-05-07 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 720 | 30.03 | 21.6K | 981,129 | I | ↗ |
| 2026-05-04 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 10,000 | 29.71 | 297.1K | 981,849 | I | ↗ |
| 2026-04-28 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 4,916 | 30.03 | 147.6K | 991,849 | I | ↗ |
| 2026-04-27 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 10,000 | 30.00 | 300.0K | 1,006,765 | I | ↗ |
| 2026-04-24 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 10,000 | 29.89 | 298.9K | 1,016,765 | I | ↗ |
| 2026-04-22 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 493 | 30.19 | 14.9K | 1,026,765 | I | ↗ |
| 2026-04-20 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 4,483 | 30.02 | 134.6K | 1,027,258 | I | ↗ |
| 2026-04-17 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 10,000 | 30.00 | 300.0K | 1,066,064 | I | ↗ |
| 2026-04-16 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 10,000 | 30.22 | 302.2K | 1,095,852 | I | ↗ |
| 2026-04-15 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 243 | 30.70 | 7.5K | 1,105,852 | I | ↗ |
| 2026-04-08 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 3,148 | 30.08 | 94.7K | 1,116,095 | I | ↗ |
| 2026-04-07 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 9,400 | 30.17 | 283.6K | 1,119,243 | I | ↗ |
| 2026-04-02 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 5,417 | 30.11 | 163.1K | 1,128,643 | I | ↗ |
| 2026-04-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 198 | 30.52 | 6.0K | 19,007 | D | ↗ |
| 2026-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 183 | 32.34 | 5.9K | 73,623 | D | ↗ |
| 2026-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 984 | 32.34 | 31.8K | 683,872 | D | ↗ |
| 2026-02-19 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 3,318 | 0.00 | — | 66,843 | D | ↗ |
| 2026-02-19 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 16,588 | 0.00 | — | 669,218 | D | ↗ |
| 2026-02-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 333 | 29.40 | 9.8K | 63,525 | D | ↗ |
| 2026-02-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 1,331 | 29.40 | 39.1K | 652,630 | D | ↗ |
| 2026-02-13 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 1,865 | 29.69 | 55.4K | 63,858 | D | ↗ |
| 2026-02-13 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 4,360 | 29.69 | 129.4K | 653,961 | D | ↗ |
| 2026-01-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 250 | 24.18 | 6.0K | 18,809 | D | ↗ |
| 2025-11-26 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 818 | 22.80 | 18.7K | 1,134,060 | I | ↗ |
| 2025-10-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 286 | 21.16 | 6.1K | 18,559 | D | ↗ |
| 2025-09-18 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 1,998 | 21.02 | 42.0K | 1,134,878 | I | ↗ |
| 2025-07-02 | JOSEPH JAMES | Director | S-Sale | D | Common Stock | 5,000 | 18.82 | 94.1K | 15,715 | D | ↗ |
| 2025-07-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 321 | 18.88 | 6.1K | 18,273 | D | ↗ |
| 2025-05-21 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock | 15 | 21.55 | 323.18 | 1,136,876 | I | ↗ |
| 2025-05-20 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 65 | 21.04 | 1.4K | 1,136,891 | I | ↗ |
| 2025-05-13 | Rhone Neville L. Jr. | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 12,615 | D | ↗ |
| 2025-05-13 | Porter Charles W. | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 29,715 | D | ↗ |
| 2025-05-13 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 54,715 | D | ↗ |
| 2025-05-13 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 20,715 | D | ↗ |
| 2025-05-13 | Henriksen Kate | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 12,415 | D | ↗ |
| 2025-05-13 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 3,380 | 0.00 | — | 17,952 | D | ↗ |
| 2025-04-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 341 | 17.75 | 6.1K | 14,572 | D | ↗ |
| 2025-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 366 | 18.07 | 6.6K | 65,723 | D | ↗ |
| 2025-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 2,782 | 18.07 | 50.3K | 658,321 | D | ↗ |
| 2025-02-17 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 901 | 19.90 | 17.9K | 66,089 | D | ↗ |
| 2025-02-17 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 3,329 | 19.90 | 66.2K | 661,055 | D | ↗ |
| 2025-02-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 1,440 | 19.90 | 28.7K | 66,990 | D | ↗ |
| 2025-02-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 3,640 | 19.90 | 72.4K | 664,432 | D | ↗ |
| 2025-02-13 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 6,691 | 0.00 | — | 68,430 | D | ↗ |
| 2025-02-13 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 17,258 | 0.00 | — | 668,072 | D | ↗ |
| 2025-01-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 292 | 20.76 | 6.1K | 14,231 | D | ↗ |
| 2024-11-25 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 173 | 27.00 | 4.7K | 1,136,956 | I | ↗ |
| 2024-11-22 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock | 2,022 | 27.00 | 54.6K | 1,137,129 | I | ↗ |
| 2024-11-21 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 373 | 27.00 | 10.1K | 1,139,151 | I | ↗ |
| 2024-11-12 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 1,775 | 27.07 | 48.0K | 1,139,524 | I | ↗ |
| 2024-11-07 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 1,911 | 27.00 | 51.6K | 1,141,299 | I | ↗ |
| 2024-10-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 233 | 25.99 | 6.1K | 13,939 | D | ↗ |
| 2024-08-30 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 830 | 27.53 | 22.8K | 1,143,210 | — | ↗ |
| 2024-07-26 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 1,352 | 29.00 | 39.2K | 1,144,040 | — | ↗ |
| 2024-07-24 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock | 1,986 | 29.14 | 57.9K | 1,145,392 | — | ↗ |
| 2024-07-23 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 2,791 | 29.00 | 80.9K | 1,147,378 | — | ↗ |
| 2024-07-18 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share | 5,916 | 29.71 | 175.8K | 1,150,169 | — | ↗ |
| 2024-07-17 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock | 1,300 | 29.11 | 37.8K | 1,156,085 | — | ↗ |
| 2024-07-12 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 per share ("Common Stock") | 1,041 | 28.53 | 29.7K | 1,157,385 | — | ↗ |
| 2024-07-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 240 | 25.22 | 6.1K | 13,706 | — | ↗ |
| 2024-05-09 | Rhone Neville L. Jr. | Director | A-Award | A | Common Stock | 2,720 | 0.00 | — | 9,235 | — | ↗ |
| 2024-05-09 | Porter Charles W. | Director | A-Award | A | Common Stock | 2,720 | 0.00 | — | 26,335 | — | ↗ |
| 2024-05-09 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 2,720 | 0.00 | — | 51,335 | — | ↗ |
| 2024-05-09 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 2,720 | 0.00 | — | 17,335 | — | ↗ |
| 2024-05-09 | Henriksen Kate | Director | A-Award | A | Common Stock | 2,720 | 0.00 | — | 9,035 | — | ↗ |
| 2024-05-09 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 2,720 | 0.00 | — | 13,466 | — | ↗ |
| 2024-04-01 | Dotter Laurie L. | Director | P-Purchase | A | Common Stock | 265 | 22.83 | 6.0K | 10,746 | — | ↗ |
| 2024-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 610 | 22.52 | 13.7K | 61,739 | — | ↗ |
| 2024-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 5,289 | 22.52 | 119.1K | 650,814 | — | ↗ |
| 2024-03-11 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 366 | 22.45 | 8.2K | 62,349 | — | ↗ |
| 2024-03-11 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 2,277 | 22.45 | 51.1K | 656,103 | — | ↗ |
| 2024-02-17 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 1,014 | 23.10 | 23.4K | 62,715 | — | ↗ |
| 2024-02-17 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 3,531 | 23.10 | 81.6K | 658,380 | — | ↗ |
| 2024-02-15 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 3,486 | 0.00 | — | 63,729 | — | ↗ |
| 2024-02-15 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 8,623 | 0.00 | — | 661,911 | — | ↗ |
| 2024-01-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 210 | 28.86 | 6.1K | 10,481 | — | ↗ |
| 2023-10-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 221 | 27.40 | 6.1K | 10,271 | — | ↗ |
| 2023-09-01 | Rhone Neville L. Jr. | Director | A-Award | A | Common Stock | 718 | 0.00 | — | 6,515 | — | ↗ |
| 2023-09-01 | Porter Charles W. | Director | A-Award | A | Common Stock | 718 | 0.00 | — | 23,615 | — | ↗ |
| 2023-09-01 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 718 | 0.00 | — | 48,615 | — | ↗ |
| 2023-09-01 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 718 | 0.00 | — | 14,615 | — | ↗ |
| 2023-09-01 | Henriksen Kate | Director | A-Award | A | Common Stock | 718 | 0.00 | — | 6,315 | — | ↗ |
| 2023-09-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 718 | 0.00 | — | 10,050 | — | ↗ |
| 2023-07-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 230 | 26.25 | 6.0K | 9,332 | — | ↗ |
| 2023-05-16 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 833 | 20.12 | 16.8K | 56,144 | — | ↗ |
| 2023-05-16 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 25,832 | 20.12 | 519.7K | 636,893 | — | ↗ |
| 2023-05-11 | Rhone Neville L. Jr. | Director | A-Award | A | Common Stock | 1,918 | 0.00 | — | 5,797 | — | ↗ |
| 2023-05-11 | Porter Charles W. | Director | A-Award | A | Common Stock | 1,918 | 0.00 | — | 22,897 | — | ↗ |
| 2023-05-11 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 1,918 | 0.00 | — | 47,897 | — | ↗ |
| 2023-05-11 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 1,918 | 0.00 | — | 13,897 | — | ↗ |
| 2023-05-11 | Henriksen Kate | Director | A-Award | A | Common Stock | 1,918 | 0.00 | — | 5,597 | — | ↗ |
| 2023-05-11 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 1,918 | 0.00 | — | 9,102 | — | ↗ |
| 2023-04-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 303 | 20.00 | 6.1K | 7,184 | — | ↗ |
| 2023-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 732 | 19.72 | 14.4K | 56,977 | — | ↗ |
| 2023-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 6,470 | 19.72 | 127.6K | 662,725 | — | ↗ |
| 2023-03-11 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 366 | 19.65 | 7.2K | 57,709 | — | ↗ |
| 2023-03-11 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 2,360 | 19.65 | 46.4K | 669,195 | — | ↗ |
| 2023-01-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 314 | 19.29 | 6.1K | 6,881 | — | ↗ |
| 2022-11-01 | LESLIE JAMES | Director | S-Sale | D | Common Stock | 24,029 | 30.50 | 732.9K | 20,000 | — | ↗ |
| 2022-10-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 260 | 23.30 | 6.1K | 6,567 | — | ↗ |
| 2022-09-16 | Dotter Laurie L. | Director | P-Purchase | A | Common Stock | 2,967 | 29.28 | 86.9K | 6,307 | — | ↗ |
| 2022-09-08 | LESLIE JAMES | Director | S-Sale | D | Common Stock | 7,500 | 36.07 | 270.5K | 44,029 | — | ↗ |
| 2022-09-01 | Rhone Neville L. Jr. | Director | A-Award | A | Common Stock | 1,279 | 0.00 | — | 3,879 | — | ↗ |
| 2022-09-01 | Porter Charles W. | Director | A-Award | A | Common Stock | 1,279 | 0.00 | — | 20,979 | — | ↗ |
| 2022-09-01 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 1,279 | 0.00 | — | 45,979 | — | ↗ |
| 2022-09-01 | LESLIE JAMES | Director | A-Award | A | Common Stock | 1,279 | 0.00 | — | 51,529 | — | ↗ |
| 2022-09-01 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 1,279 | 0.00 | — | 11,979 | — | ↗ |
| 2022-09-01 | Henriksen Kate | Director | A-Award | A | Common Stock | 1,279 | 0.00 | — | 3,679 | — | ↗ |
| 2022-08-31 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 1,279 | 0.00 | — | 3,340 | — | ↗ |
| 2022-08-22 | Dotter Laurie L. | Director | P-Purchase | A | Common Stock | 528 | 32.00 | 16.9K | 2,028 | — | ↗ |
| 2022-05-16 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 10,253 | 0.00 | — | 58,075 | — | ↗ |
| 2022-05-16 | ARMSTRONG WILLIAM H III | Officer | A-Award | A | Common Stock | 51,973 | 0.00 | — | 671,555 | — | ↗ |
| 2022-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 921 | 39.77 | 36.6K | 47,822 | — | ↗ |
| 2022-03-11 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 366 | 40.75 | 14.9K | 48,743 | — | ↗ |
| 2022-03-11 | ARMSTRONG WILLIAM H III | Officer | F-InKind | D | Common Stock | 6,667 | 39.77 | 265.1K | 578,570 | — | ↗ |
| 2022-02-17 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 3,000 | 0.00 | — | 49,109 | — | ↗ |
| 2022-02-17 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 587,597 | — | ↗ |
| 2021-12-15 | LESLIE JAMES | Director | S-Sale | D | Common Stock | 6,780 | 35.04 | 237.6K | 50,250 | — | ↗ |
| 2021-09-01 | Rhone Neville L. Jr. | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 2,600 | — | ↗ |
| 2021-09-01 | Porter Charles W. | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 19,700 | — | ↗ |
| 2021-09-01 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 44,700 | — | ↗ |
| 2021-09-01 | LESLIE JAMES | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 57,030 | — | ↗ |
| 2021-09-01 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 10,700 | — | ↗ |
| 2021-09-01 | Henriksen Kate | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 2,400 | — | ↗ |
| 2021-09-01 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 1,500 | — | ↗ |
| 2021-08-12 | Dotter Laurie L. | Director | A-Award | A | Common Stock | 100 | 0.00 | — | 100 | — | ↗ |
| 2021-07-19 | MADDEN MICHAEL D | Director | M-Exempt | A | Common Stock | 2,500 | 9.99 | 25.0K | 43,300 | — | ↗ |
| 2021-03-19 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 244 | 28.13 | 6.9K | 46,109 | — | ↗ |
| 2021-03-19 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 2,205 | 28.13 | 62.0K | 577,597 | — | ↗ |
| 2021-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 366 | 28.03 | 10.3K | 46,353 | — | ↗ |
| 2021-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 2,193 | 28.03 | 61.5K | 579,802 | — | ↗ |
| 2021-03-11 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 4,498 | 0.00 | — | 46,719 | — | ↗ |
| 2021-03-11 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 17,991 | 0.00 | — | 581,995 | — | ↗ |
| 2021-02-11 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 3,000 | 0.00 | — | 42,221 | — | ↗ |
| 2021-02-11 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 18,750 | 0.00 | — | 564,004 | — | ↗ |
| 2021-01-26 | Henriksen Kate | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2020-12-17 | Rhone Neville L. Jr. | Director | A-Award | A | Common Stock | 1,200 | 0.00 | — | 1,200 | — | ↗ |
| 2020-09-04 | LESLIE JAMES | Director | P-Purchase | A | Common Stock | 2,000 | 20.71 | 41.4K | 55,630 | — | ↗ |
| 2020-09-01 | Porter Charles W. | Director | A-Award | A | Common Stock | 2,200 | 0.00 | — | 18,300 | — | ↗ |
| 2020-09-01 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 2,200 | 0.00 | — | 40,800 | — | ↗ |
| 2020-09-01 | LESLIE JAMES | Director | A-Award | A | Common Stock | 2,200 | 0.00 | — | 53,630 | — | ↗ |
| 2020-09-01 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 2,200 | 0.00 | — | 9,300 | — | ↗ |
| 2020-09-01 | Benson Ella G. | Director | A-Award | A | Common Stock | 2,200 | 0.00 | — | 7,300 | — | ↗ |
| 2020-08-10 | MADDEN MICHAEL D | Director | M-Exempt | A | Common Stock | 2,500 | 8.90 | 22.3K | 38,600 | — | ↗ |
| 2020-03-27 | ARMSTRONG WILLIAM H III | Director / Officer | P-Purchase | A | Common Stock | 255 | 16.30 | 4.2K | 545,254 | — | ↗ |
| 2020-03-20 | ARMSTRONG WILLIAM H III | Director / Officer | P-Purchase | A | Common Stock | 724 | 20.50 | 14.8K | 544,712 | — | ↗ |
| 2020-03-19 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 4,000 | 0.00 | — | 39,221 | — | ↗ |
| 2020-03-19 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 543,988 | — | ↗ |
| 2020-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 596 | 23.75 | 14.2K | 35,221 | — | ↗ |
| 2020-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 2,976 | 23.75 | 70.7K | 518,988 | — | ↗ |
| 2019-12-12 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock | 200 | 30.18 | 6.0K | 1,123,065 | — | ↗ |
| 2019-12-11 | Oasis Management Co Ltd. | 10% Owner | S-Sale | D | Common Stock, par value $0.01 ("Common Stock") | 2,000 | 30.10 | 60.2K | 1,123,265 | — | ↗ |
| 2019-09-01 | SCHWEITZER JOHN C | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 7,100 | — | ↗ |
| 2019-09-01 | Porter Charles W. | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 16,100 | — | ↗ |
| 2019-09-01 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 36,100 | — | ↗ |
| 2019-09-01 | LESLIE JAMES | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 51,430 | — | ↗ |
| 2019-09-01 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 7,100 | — | ↗ |
| 2019-09-01 | Benson Ella G. | Director | A-Award | A | Common Stock | 1,700 | 0.00 | — | 5,100 | — | ↗ |
| 2019-08-13 | MADDEN MICHAEL D | Director | M-Exempt | A | Common Stock | 2,500 | 6.23 | 15.6K | 34,400 | — | ↗ |
| 2019-08-01 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 36,183 | — | ↗ |
| 2019-08-01 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 9,000 | 0.00 | — | 525,506 | — | ↗ |
| 2019-07-11 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 122 | 28.41 | 3.5K | 34,683 | — | ↗ |
| 2019-07-11 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 1,181 | 28.41 | 33.6K | 516,506 | — | ↗ |
| 2019-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 817 | 23.47 | 19.2K | 34,805 | — | ↗ |
| 2019-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 3,329 | 23.47 | 78.1K | 517,687 | — | ↗ |
| 2019-03-12 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 35,622 | — | ↗ |
| 2019-03-12 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 12,000 | 0.00 | — | 521,016 | — | ↗ |
| 2018-09-01 | SCHWEITZER JOHN C | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 5,400 | — | ↗ |
| 2018-09-01 | Porter Charles W. | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 14,400 | — | ↗ |
| 2018-09-01 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 31,900 | — | ↗ |
| 2018-09-01 | LESLIE JAMES | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 49,730 | — | ↗ |
| 2018-09-01 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 5,400 | — | ↗ |
| 2018-09-01 | Benson Ella G. | Director | A-Award | A | Common Stock | 1,400 | 0.00 | — | 3,400 | — | ↗ |
| 2018-08-31 | LESLIE JAMES | Director | M-Exempt | A | Common Stock | 2,500 | 29.03 | 72.6K | 48,330 | — | ↗ |
| 2018-07-11 | PICKENS ERIN D | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 33,622 | — | ↗ |
| 2018-07-11 | ARMSTRONG WILLIAM H III | Director / Officer | A-Award | A | Common Stock | 12,000 | 0.00 | — | 509,016 | — | ↗ |
| 2018-03-15 | PICKENS ERIN D | Officer | F-InKind | D | Common Stock | 1,214 | 30.50 | 37.0K | 31,622 | — | ↗ |
| 2018-03-15 | ARMSTRONG WILLIAM H III | Director / Officer | F-InKind | D | Common Stock | 5,156 | 30.50 | 157.3K | 497,016 | — | ↗ |
| 2017-09-01 | SCHWEITZER JOHN C | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 4,000 | — | ↗ |
| 2017-09-01 | Porter Charles W. | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 13,000 | — | ↗ |
| 2017-09-01 | MADDEN MICHAEL D | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 30,500 | — | ↗ |
| 2017-09-01 | LESLIE JAMES | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 45,830 | — | ↗ |
| 2017-09-01 | JOSEPH JAMES | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 4,000 | — | ↗ |
| 2017-09-01 | Gendel Ella | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2017-06-08 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 | 99 | 27.50 | 2.7K | 1,125,265 | — | ↗ |
| 2017-05-31 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 | 1,014 | 27.50 | 27.9K | 1,125,166 | — | ↗ |
| 2017-05-30 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock | 1,251 | 27.50 | 34.4K | 1,124,152 | — | ↗ |
| 2017-05-25 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 (the Common Stock) | 946 | 27.50 | 26.0K | 1,122,901 | — | ↗ |
| 2017-05-24 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock | 1,553 | 27.50 | 42.7K | 1,121,955 | — | ↗ |
| 2017-05-23 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock | 2,116 | 27.50 | 58.2K | 1,120,402 | — | ↗ |
| 2017-05-22 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 (the "Common Stock") | 892 | 27.50 | 24.5K | 1,118,286 | — | ↗ |
| 2017-05-19 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock | 266 | 27.50 | 7.3K | 1,117,394 | — | ↗ |
| 2017-05-18 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock | 2,846 | 27.47 | 78.2K | 1,117,128 | — | ↗ |
| 2017-05-17 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 (the "Common Stock") | 5,256 | 27.50 | 144.5K | 1,114,282 | — | ↗ |
| 2017-05-12 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 | 3,159 | 27.61 | 87.2K | 1,109,026 | — | ↗ |
| 2017-03-31 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock | 1,010 | 26.82 | 27.1K | 1,105,867 | — | ↗ |
| 2017-03-30 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock | 2,444 | 27.00 | 66.0K | 1,104,857 | — | ↗ |
| 2017-03-29 | Oasis Management Co Ltd. | 10% Owner | P-Purchase | A | Common Stock, par value $0.01 ("Common Stock") | 4,294 | 26.96 | 115.8K | 1,102,413 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 750.0K | — | 587.9K | — | 344.5K | 68.9K | 1.75M | 33.57% | ↗ |
| 2 | 2024 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 400.0K | — | 178.2K | — | 133.6K | 75.4K | 787.3K | 22.64% | ↗ |
| 3 | 2023 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 708.3K | — | — | — | 607.9K | 70.5K | 1.39M | 0.00% | ↗ |
| 4 | 2023 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 379.2K | — | — | — | 245.8K | 72.8K | 697.7K | 0.00% | ↗ |
| 5 | 2022 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 500.0K | 2.00M | 4.31M | — | — | 737.1K | 7.55M | 57.11% | ↗ |
| 6 | 2022 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 275.0K | 500.0K | 546.1K | — | — | 168.0K | 1.49M | 36.67% | ↗ |
| 7 | 2021 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 500.0K | — | 998.0K | — | 2.00M | 63.6K | 3.56M | 28.02% | ↗ |
| 8 | 2021 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 275.0K | — | 204.2K | — | 895.8K | 69.0K | 1.44M | 14.14% | ↗ |
| 9 | 2020 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 500.0K | 700.0K | 452.8K | — | — | 45.2K | 1.70M | 26.66% | ↗ |
| 10 | 2020 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 275.0K | 160.0K | 72.4K | — | — | 51.7K | 559.1K | 12.96% | ↗ |
| 11 | 2019 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 500.0K | 700.0K | 278.9K | — | — | 69.5K | 1.55M | 18.01% | ↗ |
| 12 | 2019 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 275.0K | 160.0K | 46.5K | — | — | 72.8K | 554.3K | 8.39% | ↗ |
| 13 | 2018 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 491.7K | 850.0K | 367.2K | — | — | 63.1K | 1.77M | 20.72% | ↗ |
| 14 | 2018 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 270.8K | 200.0K | 61.2K | — | — | 65.6K | 597.7K | 10.24% | ↗ |
| 15 | 2017 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 450.0K | 850.0K | 347.4K | — | — | 72.3K | 1.72M | 20.20% | ↗ |
| 16 | 2017 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 250.0K | 200.0K | 57.9K | — | — | 61.4K | 569.3K | 10.17% | ↗ |
| 17 | 2016 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 441.7K | 850.0K | 689.4K | — | — | 80.7K | 2.06M | 33.44% | ↗ |
| 18 | 2016 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 247.5K | 175.0K | 114.9K | — | — | 68.5K | 605.9K | 18.96% | ↗ |
| 19 | 2015 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 400.0K | 700.0K | 403.5K | — | — | 78.1K | 1.58M | 25.51% | ↗ |
| 20 | 2015 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 235.0K | 125.0K | 94.2K | — | — | 59.5K | 513.7K | 18.33% | ↗ |
| 21 | 2014 | William H. Armstrong III Chairman of the Board, President and Chief Executive Officer | 400.0K | 700.0K | 525.0K | — | — | 69.1K | 1.69M | 30.99% | ↗ |
| 22 | 2014 | Erin D. Pickens Senior Vice President and Chief Financial Officer | 235.0K | 110.0K | 122.5K | — | — | 59.6K | 527.1K | 23.24% | ↗ |
| 23 | 2010 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 400.0K | 500.0K | 126.3K | — | — | 53.2K | 1.08M | 11.70% | ↗ |
| 24 | 2010 | Erin D. Pickens Senior Vice President & Chief Financial Officer | 235.0K | 100.0K | 35.4K | — | — | 42.9K | 413.2K | 8.55% | ↗ |
| 25 | 2009 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 400.0K | 400.0K | 183.9K | — | — | 56.1K | 1.04M | 17.68% | ↗ |
| 26 | 2009 | Erin D. Pickens Senior Vice President & Chief Financial Officer | 151.4K | 75.0K | — | — | — | 64.3K | 290.7K | 0.00% | ↗ |
| 27 | 2009 | John E. Baker Former Senior Vice President & Chief Financial Officer | 142.5K | — | — | — | — | 32.0K | 174.5K | 0.00% | ↗ |
| 28 | 2008 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 400.0K | 300.0K | — | — | — | 50.2K | 750.2K | 0.00% | ↗ |
| 29 | 2008 | John E. Baker Senior Vice President & Chief Financial Officer | 225.0K | 180.0K | 40.0K | 64.9K | — | 32.8K | 542.8K | 19.33% | ↗ |
| 30 | 2008 | John E. Baker Former Senior Vice President & Chief Financial Officer | 225.0K | 180.0K | — | — | — | 32.8K | 437.8K | 0.00% | ↗ |
| 31 | 2007 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 400.0K | 500.0K | 570.8K | 259.5K | — | 50.5K | 1.78M | 46.62% | ↗ |
| 32 | 2007 | John E. Baker Senior Vice President & Chief Financial Officer | 225.0K | 300.0K | 741.7K | 90.3K | — | 31.8K | 1.39M | 59.91% | ↗ |
| 33 | 2006 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 400.0K | 500.0K | 389.0K | 333.9K | — | 48.2K | 1.67M | 43.26% | ↗ |
| 34 | 2006 | John E. Baker Senior Vice President & Chief Financial Officer | 225.0K | 300.0K | 403.1K | 114.6K | — | 31.3K | 1.07M | 48.20% | ↗ |
| 35 | 2005 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 280.0K | 420.0K | 199.0K | 400.9K | — | 44.7K | 1.34M | 44.62% | ↗ |
| 36 | 2005 | John E. Baker Senior Vice President & Chief Financial Officer | 170.0K | 255.0K | 74.7K | 136.9K | — | 27.8K | 664.4K | 31.84% | ↗ |
| 37 | 2005 | John E. Baker Senior Vice President | 170.0K | 255.0K | — | — | — | 27.8K | 452.8K | 0.00% | ↗ |
| 38 | 2004 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 280.0K | 263.0K | 400.4K | 70.0K | — | 33.2K | 1.05M | 44.94% | ↗ |
| 39 | 2004 | John E. Baker Senior Vice President | 170.0K | 136.0K | 160.2K | 25.0K | — | 27.8K | 519.0K | 35.68% | ↗ |
| 40 | 2003 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 280.0K | 263.0K | 147.8K | 46.0K | — | 33.2K | 770.0K | 25.17% | ↗ |
| 41 | 2003 | John E. Baker Senior Vice President | 170.0K | 136.0K | 52.8K | 15.0K | — | 27.8K | 401.6K | 16.88% | ↗ |
| 42 | 2002 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 280.0K | 258.0K | 242.0K | 91.5K | — | 36.7K | 908.2K | 36.72% | ↗ |
| 43 | 2002 | John E. Baker Senior Vice President | 170.0K | 136.0K | 83.7K | 30.2K | — | 27.8K | 447.7K | 25.44% | ↗ |
| 44 | 2001 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 250.0K | 258.0K | — | — | — | 31.4K | 539.4K | 0.00% | ↗ |
| 45 | 2001 | John E. Baker Senior Vice President | 170.0K | 136.0K | — | — | — | 27.2K | 333.2K | 0.00% | ↗ |
| 46 | 2000 | William H. Armstrong III Chairman of the Board, President & Chief Executive Officer | 247.9K | 250.0K | — | 260.0K | — | 27.5K | 785.4K | 33.10% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| William H. Armstrong | Chairman of the Board, President & Chief Executive Officer | 1M | male |
| Erin Davis Pickens | Senior Vice President & Chief Financial Officer | 677.6K | female |
| Kenneth N. Jones | General Counsel & Secretary | — | male |
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Community Opinion for STRS
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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