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SunCoke Energy, Inc. (SXC)

USD7.82 +0.04 (+0.51%)
US NYSE Energy Coal
Address 1011 Warrenville Road 60532
Lisle, IL, US
CEO Katherine T. Gates
IPO 2011-07-21
CIK 1514705 ISIN US86722A1034

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Description

SunCoke Energy, Inc. (SXC) functions as a prominent, standalone manufacturer of coke, conducting its operations across the Americas and in Brazil. The company structures its business into three primary divisions: Domestic Coke, Brazil Coke, and Logistics. In addition to its core coke products, SXC also provides both metallurgical and thermal coal. It further supports a diverse client base—including steelmakers, coke producers, electric utilities, coal mining firms, and other manufacturers—by offering material handling and blending services. SunCoke Energy boasts a network of six cokemaking facilities, with five situated in the United States and one in Brazil. The company was founded in 1960 and is headquartered in Lisle, Illinois.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
SXCP SXCP 2019-03-08 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD7.82 +0.04 (+0.51%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
0.97
Float Shares
83.90M
Free Float %
98.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+2.05% +2.89% +19.33% -8.34% +8.42% +3.75% -15.21% -1.58% +1.91% +32.45% -56.06%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (17 ratings, all time) Buy
Price Targets & DCF
Current price
7.82
Low 9.00 +15.1%
Consensus 9.00 +15.1%
Median 9.00 +15.1%
High 9.00 +15.1%
DCF (Unlevered) 28.91 +269.7%
DCF (Levered) 27.14 +247.0%

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

Ratings Trend (MoM) 50% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
9.00
+15.1%
Last Year 1
9.00
+15.1%
All Time 1
9.00
+15.1%
Quality scores
Altman Z-Score
1.68
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Coal: -9.5%
    -5.1% Q1'26: +4.4% (vs Q1'25)
  • EPS growth Coal: -15.8%
    -146.4% Q1'26: -125.7% (vs Q1'25)
  • FCF margin FCF growth · Coal: +4.7%
    +4.3% Q1'26: +12.2% (vs Q1'25)
  • EBIT margin Coal: +10.5%
    +3.5% Q1'26: +1.0% (vs Q1'25)
  • ROIC Coal: +3.2%
    +5.3% Q1'26: +1.2% (vs Q1'25)
  • Share dilution Coal: +0.0%
    +0.2% Q1'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Coal: -0.13×
    3.12× Q1'26: 3.36× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.85) × ERP
WACC = 48% × Ke + 52% × Kd (4.7%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 28.91 Current price: 7.82
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
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
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
2 Rev. Ana.
2 EPS Ana.
Revenue
1.91B
est: 1.84B (+3.8%)
1.65B
est: 2.11B (-21.9%)
1.47B
est: 2.12B (-30.7%)
1.36B
est: 1.37B (-0.4%)
1.22B
est: 1.35B (-9.1%)
1.33B
est: 1.33B (+0.5%)
1.45B
est: 1.44B (+1.1%)
1.60B
est: 1.58B (+1.5%)
1.33B
est: 1.26B (+5.5%)
1.46B
est: 1.57B (-7.4%)
1.97B
est: 1.88B (+4.8%)
2.06B
est: 2.00B (+3.1%)
1.94B
est: 1.82B (+6.2%)
1.84B
est: 1.79B (+2.4%)
1.79B
1.69B – 1.88B
-0.4% YoY
1.70B
1.61B – 1.80B
-4.6% YoY
1.62B
1.61B – 1.64B
-4.7% YoY
EBITDA
254.90M
est: 162.08M (+57.3%)
194.40M
est: 199.70M (-2.7%)
40.60M
est: 121.89M (-66.7%)
188.40M
est: 518.34M (-63.7%)
236.90M
est: 649.82M (-63.5%)
230.50M
est: 522.90M (-55.9%)
263.30M
est: 213.62M (+23.3%)
1.00M
est: 139.05M (-99.3%)
209.10M
est: 214.20M (-2.4%)
243.50M
est: 224.45M (+8.5%)
296.20M
est: 234.87M (+26.1%)
267.90M
est: 282.79M (-5.3%)
270.80M
est: 257.70M (+5.1%)
219.90M
est: 253.70M (-13.3%)
252.60M
239.07M – 266.12M
-0.4% YoY
241.02M
228.12M – 253.93M
-4.6% YoY
229.63M
227.88M – 231.38M
-4.7% YoY
EBIT
147.60M
est: 164.92M (-10.5%)
111.30M
est: 122.82M (-9.4%)
-77.80M
est: -41.32M (-88.3%)
79.30M
est: 329.78M (-76.0%)
122.90M
est: 249.18M (-50.7%)
83.80M
est: 217.49M (-61.5%)
118.40M
est: 788.57M (-85.0%)
-142.80M
est: -54.68M (-161.1%)
75.40M
est: 127.05M (-40.7%)
109.60M
est: 128.41M (-14.6%)
153.70M
est: 136.95M (+12.2%)
125.10M
est: 131.08M (-4.6%)
151.90M
est: 119.45M (+27.2%)
64.90M
est: 117.60M (-44.8%)
117.08M
110.81M – 123.35M
-0.4% YoY
111.72M
105.74M – 117.70M
-4.6% YoY
106.44M
105.63M – 107.25M
-4.7% YoY
Net Income
98.80M
est: 92.79M (+6.5%)
25.00M
est: 27.76M (-9.9%)
-126.10M
est: -272.00M (+53.6%)
-22.00M
est: -58.32M (+62.3%)
14.40M
est: -10.34M (+239.2%)
122.40M
est: 95.40M (+28.3%)
26.20M
est: 256.92M (-89.8%)
-152.30M
est: -108.81M (-40.0%)
3.70M
est: 22.50M (-83.6%)
43.40M
est: 40.61M (+6.9%)
100.70M
est: 50.15M (+100.8%)
57.50M
est: 62.30M (-7.7%)
95.90M
est: 92.77M (+3.4%)
-44.20M
est: 48.74M (-190.7%)
18.45M
17.10M – 19.66M
-62.1% YoY
11.70M
10.74M – 12.35M
-36.6% YoY
11.30M
-18.81M – 41.90M
-3.4% YoY
SGA
82.00M
est: 157.07M (-47.8%)
92.40M
est: 207.48M (-55.5%)
75.90M
est: 618.16M (-87.7%)
75.40M
est: 721.07M (-89.5%)
91.30M
est: 774.18M (-88.2%)
79.60M
est: 440.20M (-81.9%)
66.10M
est: 1.30B (-94.9%)
75.80M
est: 309.84M (-75.5%)
81.40M
est: 266.30M (-69.4%)
61.80M
est: 56.99M (+8.4%)
71.40M
est: 59.70M (+19.6%)
70.70M
est: 72.15M (-2.0%)
61.20M
est: 65.75M (-6.9%)
65.80M
est: 64.73M (+1.7%)
64.45M
61.00M – 67.90M
-0.4% YoY
61.49M
58.20M – 64.79M
-4.6% YoY
58.59M
58.14M – 59.03M
-4.7% YoY
EPS
1.41
est: 1.28 (+10.2%)
0.36
est: 0.52 (-30.1%)
-1.83
est: 0.24 (-862.5%)
-0.34
est: -0.34 (+0.6%)
0.22
est: 0.18 (+25.7%)
1.90
est: 0.11 (+1,577.6%)
0.40
est: 0.41 (-1.6%)
-1.98
est: 1.37 (-244.5%)
0.04
est: -0.01 (+900.0%)
0.52
est: 0.58 (-10.3%)
1.20
est: 1.19 (+0.8%)
0.68
est: 0.73 (-7.3%)
1.13
est: 1.09 (+4.1%)
-0.52
est: 0.57 (-191.2%)
0.22
0.20 – 0.23
-62.3% YoY
0.14
0.13 – 0.14
-37.2% YoY
0.14
-0.22 – 0.49
+0.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-08 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-04 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-05-01 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-30 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-29 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-28 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-27 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-24 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C+ 2/5 5/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
57.97M
OE per share TTM
0.68
Owner's Yield
9.07%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
71.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
25
Total invested
4.14M
Insider transactions (90d)
0
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 13.77M 16.60% 13.55M 13.77M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 6.13M 7.37% 145.6K 5.95M 180.1K IA Pennsylvania 2022-02-09
3 (. 5.55M 6.40% 5.34M 5.55M IA Delaware Limited Partnership 2020-02-12
4 STATE STREET CORPORATION 5.01M 6.03% 5.01M HC 2022-02-10
5 30-0447847 4.64M 5.60% 4.52M 4.64M IA Delaware Limited Partnership 2022-02-08
6 Boston Partners 4.14M 4.77% 3.80M 40.1K 4.14M IA Delaware 2020-02-11
7 Nuveen Asset Management, LLC          27-4357327 3.69M 4.26% 3.69M 3.69M IA Delaware 2020-02-14
8 13-3127734 3.11M 3.74% 2.59M 3.11M HC Delaware 2022-02-11
9 26-0385758 3.11M 3.74% 2.59M 3.11M IA Delaware 2022-02-11
10 Nuveen Asset Management, LLC                 27-4357327 1.56M 1.89% 1.56M 1.56M IA Delaware 2021-02-12
11 98-0652572 848.6K 1.03% 848.6K OO Cayman Islands 2021-02-04
12 Nathaniel August 848.6K 1.03% 848.6K HC, IN Cayman Islands 2021-02-04
13 Teachers Advisors, LLC 217.3K 0.26% 217.3K 217.3K IA Delaware 2021-02-12
14 TIAA-CREF Investment Management, LLC 195.0K 0.24% 195.0K 195.0K IA Delaware 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
25
-202 vs prev Q
New positions
4
Closed positions
200
Increased
11
Reduced
7
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 76.5K +76.5K (+100.0%) 551.00M +551.0M (+100.0%) 0.09% +0.089 pp 0.00% +0.001 pp USD7.20 +0.0% 1 qtrs NEW
2 52.8K +52.8K (+100.0%) 380.40M +380.4M (+100.0%) 0.06% +0.062 pp 0.15% +0.150 pp USD7.20 +0.0% 1 qtrs NEW
3 BLACKROCK, INC. 15.02M -424.0K (-2.7%) 108.12M -17.9M (-14.2%) 17.54% -0.516 pp 0.00% 0.000 pp USD8.71 -17.3% 6 qtrs
4 VANGUARD GROUP INC 7.02M +33.5K (+0.5%) 50.58M -6.5M (-11.3%) 8.21% +0.030 pp 0.00% 0.000 pp USD9.66 -25.5% 58 qtrs
5 STATE STREET CORP 6.74M -109.4K (-1.6%) 48.53M -7.4M (-13.2%) 7.87% -0.137 pp 0.00% 0.000 pp USD8.58 -16.1% 51 qtrs
6 DIMENSIONAL FUND ADVISORS LP 5.34M -87.3K (-1.6%) 38.46M -5.8M (-13.2%) 6.24% -0.109 pp 0.01% -0.001 pp USD11.66 -38.3% 51 qtrs
7 AMERICAN CENTURY COMPANIES INC 3.94M +71.4K (+1.8%) 28.37M -3.2M (-10.1%) 4.60% +0.078 pp 0.01% -0.002 pp USD8.91 -19.2% 25 qtrs
8 LSV ASSET MANAGEMENT 3.36M +— (+0.0%) 24.21M -3.2M (-11.8%) 3.93% -0.005 pp 0.05% -0.008 pp USD8.50 -15.3% 24 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 2.66M +261.4K (+10.9%) 19.17M -423.6K (-2.2%) 3.11% +0.302 pp 0.03% +0.004 pp USD9.57 -24.8% 54 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 2.24M +19.1K (+0.9%) 16.12M -2.0M (-11.0%) 2.62% +0.019 pp 0.00% 0.000 pp USD8.76 -17.8% 58 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.15M +503.5K (+30.5%) 15.50M +2.0M (+15.2%) 2.52% +0.586 pp 0.00% +0.000 pp USD8.17 -11.9% 57 qtrs
12 MILLENNIUM MANAGEMENT LLC 1.70M +1.6M (+1,947.6%) 12.24M +11.6M (+1,706.7%) 1.99% +1.889 pp 0.01% +0.005 pp USD7.27 -1.0% 58 qtrs
13 PRUDENTIAL FINANCIAL INC 1.61M +76.3K (+5.0%) 11.57M -920.0K (-7.4%) 1.88% +0.087 pp 0.01% -0.001 pp USD8.48 -15.1% 56 qtrs
14 GENDELL JEFFREY L 1.47M +664.5K (+82.3%) 10.60M +4.0M (+60.8%) 1.72% +0.775 pp 0.18% +0.063 pp USD7.23 -0.4% 40 qtrs
15 FEDERATED HERMES, INC. 1.42M +562.7K (+65.5%) 10.24M +3.2M (+46.0%) 1.66% +0.656 pp 0.02% +0.005 pp USD7.60 -5.3% 33 qtrs
16 MORGAN STANLEY 1.39M +280.2K (+25.2%) 10.02M +950.0K (+10.5%) 1.63% +0.326 pp 0.00% +0.000 pp USD8.07 -10.8% 51 qtrs
17 FMR LLC 1.24M +262.6K (+26.9%) 8.92M +953.9K (+12.0%) 1.45% +0.306 pp 0.00% +0.000 pp USD8.64 -16.7% 30 qtrs
18 INVESCO LTD. 1.10M -480.8K (-30.3%) 7.95M -5.0M (-38.5%) 1.29% -0.564 pp 0.00% -0.001 pp USD8.60 -16.3% 57 qtrs
19 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 982.1K +445.9K (+83.2%) 7.07M +2.7M (+61.6%) 1.15% +0.520 pp 0.02% +0.005 pp USD7.88 -8.6% 15 qtrs
20 NORTHERN TRUST CORP 851.5K -107.1K (-11.2%) 6.13M -1.7M (-21.6%) 0.99% -0.126 pp 0.00% 0.000 pp USD10.84 -33.6% 51 qtrs
21 JACOBS LEVY EQUITY MANAGEMENT, INC 850.8K +293.9K (+52.8%) 6.13M +1.6M (+34.8%) 0.99% +0.343 pp 0.02% +0.006 pp USD8.17 -11.9% 22 qtrs
22 BRIDGEWAY CAPITAL MANAGEMENT, LLC 778.7K -724.3K (-48.2%) 5.61M -6.7M (-54.3%) 0.91% -0.848 pp 0.12% -0.144 pp USD8.07 -10.8% 38 qtrs
23 BALYASNY ASSET MANAGEMENT L.P. 759.7K +413.6K (+119.5%) 5.47M +2.6M (+93.7%) 0.89% +0.483 pp 0.01% +0.003 pp USD7.66 -6.0% 10 qtrs
24 GOLDMAN SACHS GROUP INC 636.4K +346.2K (+119.3%) 4.58M +2.2M (+93.5%) 0.74% +0.404 pp 0.00% +0.000 pp USD7.58 -5.0% 58 qtrs
25 CENTIVA CAPITAL, LP 636.3K +410.0K (+181.2%) 4.58M +2.7M (+148.1%) 0.74% +0.479 pp 0.04% +0.020 pp USD7.54 -4.5% 2 qtrs
26 D. E. SHAW & CO., INC. 604.4K -299.4K (-33.1%) 4.35M -3.0M (-41.0%) 0.71% -0.351 pp 0.00% -0.002 pp USD9.48 -24.1% 58 qtrs
27 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 600.5K -55.1K (-8.4%) 4.32M -1.0M (-19.2%) 0.70% -0.065 pp 0.02% -0.008 pp USD9.32 -22.7% 21 qtrs
28 AQR CAPITAL MANAGEMENT LLC 573.4K -26.5K (-4.4%) 4.13M -766.5K (-15.7%) 0.67% -0.032 pp 0.00% -0.001 pp USD7.80 -7.7% 42 qtrs
29 PRINCIPAL FINANCIAL GROUP INC 552.9K +45.0K (+8.9%) 3.98M -163.8K (-4.0%) 0.65% +0.052 pp 0.00% 0.000 pp USD10.61 -32.1% 56 qtrs
30 CITADEL ADVISORS LLC 548.9K +151.6K (+38.2%) 3.95M +710.2K (+21.9%) 0.64% +0.177 pp 0.00% +0.000 pp USD8.16 -11.8% 27 qtrs
31 VICTORY CAPITAL MANAGEMENT INC 518.0K +154.6K (+42.5%) 3.73M +764.1K (+25.8%) 0.61% +0.180 pp 0.00% +0.000 pp USD8.15 -11.7% 31 qtrs
32 BANK OF NEW YORK MELLON CORP 514.8K -458.9K (-47.1%) 3.71M -4.2M (-53.4%) 0.60% -0.537 pp 0.00% -0.001 pp USD7.84 -8.2% 58 qtrs
33 INTECH INVESTMENT MANAGEMENT LLC 438.3K +328.2K (+298.2%) 3.16M +2.3M (+251.4%) 0.51% +0.383 pp 0.03% +0.020 pp USD7.65 -5.9% 7 qtrs
34 AMERIPRISE FINANCIAL INC 425.2K -63.1K (-12.9%) 3.05M -932.1K (-23.4%) 0.50% -0.074 pp 0.00% 0.000 pp USD9.12 -21.1% 55 qtrs
35 EMPOWERED FUNDS, LLC 408.7K -116.2K (-22.1%) 2.94M -1.3M (-31.3%) 0.48% -0.137 pp 0.02% -0.020 pp USD8.72 -17.4% 11 qtrs
36 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 408.5K +— (+0.0%) 2.94M -392.2K (-11.8%) 0.48% -0.001 pp 0.00% -0.001 pp USD10.70 -32.7% 5 qtrs
37 PUBLIC SECTOR PENSION INVESTMENT BOARD 359.8K -73.1K (-16.9%) 2.59M -941.6K (-26.7%) 0.42% -0.086 pp 0.01% -0.004 pp USD8.88 -18.9% 56 qtrs
38 BANK OF AMERICA CORP /DE/ 307.3K -692.7K (-69.3%) 2.21M -5.9M (-72.9%) 0.36% -0.811 pp 0.00% 0.000 pp USD8.70 -17.2% 52 qtrs
39 QUBE RESEARCH & TECHNOLOGIES LTD 306.3K -845.2K (-73.4%) 2.21M -7.2M (-76.5%) 0.36% -0.989 pp 0.00% -0.008 pp USD8.99 -19.9% 18 qtrs
40 CITIGROUP INC 297.7K +231.4K (+349.1%) 2.14M +1.6M (+296.3%) 0.35% +0.270 pp 0.00% +0.001 pp USD7.61 -5.4% 55 qtrs
41 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 262.1K +262.1K (+100.0%) 1.89M +1.9M (+100.0%) 0.31% +0.306 pp 0.00% +0.001 pp USD7.20 +0.0% 10 qtrs
42 EXCHANGE TRADED CONCEPTS, LLC 253.3K +1.9K (+0.7%) 1.82M -228.0K (-11.1%) 0.30% +0.002 pp 0.01% -0.004 pp USD8.90 -19.1% 16 qtrs
43 RHUMBLINE ADVISERS 236.8K -21.4K (-8.3%) 1.71M -401.9K (-19.1%) 0.28% -0.025 pp 0.00% 0.000 pp USD8.78 -18.0% 51 qtrs
44 JPMORGAN CHASE & CO 222.8K -219.9K (-49.7%) 1.60M -2.0M (-55.6%) 0.26% -0.258 pp 0.00% 0.000 pp USD7.95 -9.4% 51 qtrs
45 CRESSET ASSET MANAGEMENT, LLC 203.9K +1.5K (+0.7%) 1.47M -183.9K (-11.1%) 0.24% +0.001 pp 0.01% -0.001 pp USD8.56 -15.9% 4 qtrs
46 JENNISON ASSOCIATES LLC 199.4K +58.8K (+41.8%) 1.44M +288.1K (+25.1%) 0.23% +0.069 pp 0.00% +0.000 pp USD8.66 -16.9% 12 qtrs
47 BARCLAYS PLC 195.1K -7.8K (-3.9%) 1.40M -356.6K (-20.2%) 0.23% -0.009 pp 0.00% 0.000 pp USD8.89 -19.0% 40 qtrs
48 LEGAL & GENERAL GROUP PLC 192.0K -22.0K (-10.3%) 1.38M -364.2K (-20.8%) 0.22% -0.026 pp 0.00% 0.000 pp USD9.06 -20.5% 46 qtrs
49 CWA ASSET MANAGEMENT GROUP, LLC 188.7K +28.0K (+17.4%) 1.36M +47.2K (+3.6%) 0.22% +0.033 pp 0.05% +0.000 pp USD8.72 -17.4% 6 qtrs
50 NUVEEN, LLC 179.9K -2.8K (-1.5%) 1.29M -173.7K (-11.8%) 0.21% -0.004 pp 0.00% +0.000 pp USD9.20 -21.7% 4 qtrs
51 UBS GROUP AG 175.8K -39.7K (-18.4%) 1.27M -493.0K (-28.0%) 0.21% -0.047 pp 0.00% 0.000 pp USD9.16 -21.4% 45 qtrs
52 SWISS NATIONAL BANK 167.1K +4.1K (+2.5%) 1.20M -126.9K (-9.5%) 0.20% +0.005 pp 0.00% 0.000 pp USD9.59 -24.9% 51 qtrs
53 MAN GROUP PLC 164.6K -33.5K (-16.9%) 1.19M -431.6K (-26.7%) 0.19% -0.039 pp 0.00% -0.001 pp USD8.16 -11.8% 2 qtrs
54 QUANTINNO CAPITAL MANAGEMENT LP 164.1K +131.7K (+406.1%) 1.18M +917.0K (+346.5%) 0.19% +0.154 pp 0.00% +0.002 pp USD7.56 -4.8% 6 qtrs
55 UBS ASSET MANAGEMENT AMERICAS INC 156.3K +50.2K (+47.4%) 1.13M +259.8K (+30.0%) 0.18% +0.059 pp 0.00% +0.000 pp USD7.89 -8.7% 56 qtrs
56 ENGINEERS GATE MANAGER LP 153.3K +15.2K (+11.0%) 1.10M -23.4K (-2.1%) 0.18% +0.018 pp 0.01% +0.000 pp USD8.70 -17.2% 25 qtrs
57 RUSSELL INVESTMENTS GROUP, LTD. 151.9K +80.4K (+112.4%) 1.09M +510.0K (+87.4%) 0.18% +0.094 pp 0.00% +0.001 pp USD8.41 -14.4% 22 qtrs
58 VOYA INVESTMENT MANAGEMENT LLC 150.3K +2.1K (+1.4%) 1.08M -126.9K (-10.5%) 0.18% +0.002 pp 0.00% 0.000 pp USD7.10 +1.4% 51 qtrs
59 THRIVENT FINANCIAL FOR LUTHERANS 143.1K +82.0K (+134.3%) 1.03M +533.0K (+107.0%) 0.17% +0.096 pp 0.00% +0.001 pp USD7.77 -7.3% 56 qtrs
60 FRANKLIN RESOURCES INC 131.6K -24.2K (-15.5%) 947.5K -323.4K (-25.4%) 0.15% -0.028 pp 0.00% 0.000 pp USD8.54 -15.7% 18 qtrs
61 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 126.9K -161.4K (-56.0%) 913.4K -1.4M (-61.2%) 0.15% -0.189 pp 0.00% -0.003 pp USD7.81 -7.8% 51 qtrs
62 GUGGENHEIM CAPITAL LLC 121.0K +121.0K (+100.0%) 871.5K +871.5K (+100.0%) 0.14% +0.141 pp 0.01% +0.006 pp USD7.20 +0.0% 1 qtrs NEW
63 ROYCE & ASSOCIATES LP 118.4K +61.1K (+106.7%) 852.5K +385.1K (+82.4%) 0.14% +0.071 pp 0.01% +0.004 pp USD7.70 -6.5% 3 qtrs
64 KLP KAPITALFORVALTNING AS 118.4K +— (+0.0%) 852.5K -113.7K (-11.8%) 0.14% 0.000 pp 0.00% -0.001 pp USD9.10 -20.9% 5 qtrs
65 SQUAREPOINT OPS LLC 113.0K -64.4K (-36.3%) 813.3K -633.7K (-43.8%) 0.13% -0.075 pp 0.00% -0.001 pp USD8.36 -13.9% 6 qtrs
66 ARISTEIA CAPITAL LLC 107.7K +70.7K (+191.5%) 775.1K +473.7K (+157.2%) 0.13% +0.083 pp 0.02% +0.010 pp USD7.53 -4.4% 2 qtrs
67 CREATIVE PLANNING 104.1K +40.9K (+64.8%) 749.3K +234.0K (+45.4%) 0.12% +0.048 pp 0.00% +0.000 pp USD8.15 -11.7% 11 qtrs
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 103.5K +103.5K (+100.0%) 745.2K +745.2K (+100.0%) 0.12% +0.121 pp 0.00% +0.000 pp USD7.20 +0.0% 28 qtrs
69 WELLS FARGO & COMPANY/MN 100.9K +27.7K (+37.9%) 726.4K +129.3K (+21.7%) 0.12% +0.032 pp 0.00% +0.000 pp USD8.36 -13.9% 57 qtrs
70 ALGERT GLOBAL LLC 97.7K -32.3K (-24.9%) 703.0K -358.0K (-33.7%) 0.11% -0.038 pp 0.01% -0.007 pp USD10.18 -29.3% 7 qtrs
71 PRICE T ROWE ASSOCIATES INC /MD/ 87.6K +3.9K (+4.7%) 631.0K -52.0K (-7.6%) 0.10% +0.005 pp 0.00% +0.000 pp USD7.96 -9.5% 40 qtrs
72 ALLIANCEBERNSTEIN L.P. 85.3K +— (+0.0%) 614.2K -81.9K (-11.8%) 0.10% 0.000 pp 0.00% +0.000 pp USD7.84 -8.2% 57 qtrs
73 CORECOMMODITY MANAGEMENT, LLC 84.4K -16.6K (-16.5%) 607.6K -216.8K (-26.3%) 0.10% -0.020 pp 0.13% -0.022 pp USD8.47 -15.0% 20 qtrs
74 DEUTSCHE BANK AG\ 82.5K -292.1K (-78.0%) 594.3K -2.5M (-80.6%) 0.10% -0.342 pp 0.00% -0.001 pp USD9.81 -26.6% 50 qtrs
75 GREAT WEST LIFE ASSURANCE CO /CAN/ 78.7K -6.0K (-7.1%) 566.0K -121.0K (-17.6%) 0.09% -0.007 pp 0.00% +0.000 pp USD7.76 -7.2% 49 qtrs
76 TEACHER RETIREMENT SYSTEM OF TEXAS 78.0K -46.2K (-37.2%) 561.8K -452.0K (-44.6%) 0.09% -0.054 pp 0.00% -0.002 pp USD8.08 -10.9% 21 qtrs
77 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 77.7K -843.0 (-1.1%) 559.6K -81.5K (-12.7%) 0.09% -0.001 pp 0.00% 0.000 pp USD11.37 -36.7% 52 qtrs
78 SG AMERICAS SECURITIES, LLC 63.9K +39.2K (+157.9%) 460.0K +258.0K (+127.7%) 0.07% +0.046 pp 0.00% 0.000 pp USD7.57 -4.9% 6 qtrs
79 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 62.4K -21.2K (-25.3%) 449.6K -232.8K (-34.1%) 0.07% -0.025 pp 0.00% -0.001 pp USD5.67 +27.0% 50 qtrs
80 BOOTHBAY FUND MANAGEMENT, LLC 61.7K +61.7K (+100.0%) 444.6K +444.6K (+100.0%) 0.07% +0.072 pp 0.01% +0.007 pp USD7.20 +0.0% 1 qtrs NEW
81 FIRST TRUST ADVISORS LP 57.9K -34.8K (-37.6%) 416.8K -339.7K (-44.9%) 0.07% -0.041 pp 0.00% 0.000 pp USD9.76 -26.2% 15 qtrs
82 HANCOCK WHITNEY CORP 57.7K -5.6K (-8.9%) 415.5K -101.3K (-19.6%) 0.07% -0.007 pp 0.01% -0.002 pp USD8.52 -15.5% 3 qtrs
83 VERITION FUND MANAGEMENT LLC 56.2K -29.2K (-34.2%) 404.9K -292.0K (-41.9%) 0.07% -0.034 pp 0.00% -0.001 pp USD9.18 -21.6% 10 qtrs
84 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 51.7K -9.8K (-15.9%) 372.0K -130.0K (-25.9%) 0.06% -0.012 pp 0.00% 0.000 pp USD11.41 -36.9% 51 qtrs
85 VERACITY CAPITAL LLC 49.9K -2.3K (-4.4%) 359.4K -66.8K (-15.7%) 0.06% -0.003 pp 0.11% -0.030 pp USD10.31 -30.2% 5 qtrs
86 TRUVESTMENTS CAPITAL LLC 49.2K -1.9K (-3.6%) 354.4K -62.4K (-15.0%) 0.06% -0.002 pp 0.06% -0.011 pp USD8.16 -11.8% 2 qtrs
87 VOLORIDGE INVESTMENT MANAGEMENT, LLC 46.2K -172.6K (-78.9%) 333.0K -1.5M (-81.4%) 0.05% -0.202 pp 0.00% -0.005 pp USD9.86 -27.0% 6 qtrs
88 STATE OF ALASKA, DEPARTMENT OF REVENUE 46.0K -186.0 (-0.4%) 330.0K -46.0K (-12.2%) 0.05% 0.000 pp 0.00% 0.000 pp USD7.01 +2.7% 37 qtrs
89 LPL FINANCIAL LLC 45.6K +15.7K (+52.4%) 328.1K +84.2K (+34.5%) 0.05% +0.018 pp 0.00% +0.000 pp USD8.15 -11.7% 15 qtrs
90 METLIFE INVESTMENT MANAGEMENT, LLC 43.9K +282.0 (+0.6%) 315.8K -39.8K (-11.2%) 0.05% +0.000 pp 0.00% 0.000 pp USD8.93 -19.4% 33 qtrs
91 ILLINOIS MUNICIPAL RETIREMENT FUND 42.5K -1.8K (-4.1%) 306.1K -55.6K (-15.4%) 0.05% -0.002 pp 0.00% -0.001 pp USD10.04 -28.3% 10 qtrs
92 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 39.5K -384.0 (-1.0%) 284.2K -41.0K (-12.6%) 0.05% -0.001 pp 0.00% 0.000 pp USD9.93 -27.5% 7 qtrs
93 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 38.8K -100.0 (-0.3%) 279.4K -38.1K (-12.0%) 0.05% 0.000 pp 0.00% -0.001 pp USD10.67 -32.5% 49 qtrs
94 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 35.8K +3.2K (+10.0%) 262.2K -3.2K (-1.2%) 0.04% +0.004 pp 0.00% +0.000 pp USD8.44 -14.7% 17 qtrs
95 JANUS HENDERSON GROUP PLC 36.3K +— (+0.0%) 261.4K -35.2K (-11.9%) 0.04% +0.000 pp 0.00% +0.000 pp USD7.89 -8.7% 17 qtrs
96 NEW YORK STATE COMMON RETIREMENT FUND 35.5K +— (+0.0%) 255.6K -34.1K (-11.8%) 0.04% +0.000 pp 0.00% +0.000 pp USD8.30 -13.3% 56 qtrs
97 SKOPOS LABS, INC. 35.0K +35.0K (+100.0%) 250.6K +250.6K (+100.0%) 0.04% +0.041 pp 0.01% +0.012 pp USD7.20 +0.0% 5 qtrs
98 JUPITER ASSET MANAGEMENT LTD 34.8K +— (+0.0%) 250.3K -33.4K (-11.8%) 0.04% +0.000 pp 0.00% 0.000 pp USD8.16 -11.8% 2 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 106 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Range Global Coal Index ETF COAL 2.41% 692.1K 0.85%
2 Global X - SuperDividend U.S. ETF DIV 1.95% 14.88M 0.45%
3 Invesco Dorsey Wright Basic Materials Momentum ETF PYZ 1.16% 878.4K 0.78%
4 Virtus Real Asset Income ETF VRAI 1.06% 190.7K 0.55%
5 State Street SPDR S&P Metals & Mining ETF XME 0.79% 32.92M 0.35%
6 Distillate Small/Mid Cash Flow ETF DSMC 0.43% 569.6K 0.55%
7 Hartford Multifactor Small Cap ETF ROSC 0.43% 260.8K 0.34%
8 Royce Quant Small-Cap Quality Value ETF SQLV 0.25% 72.0K 0.60%
9 OneAscent Small Cap Core ETF OASC 0.23% 194.9K 0.64%
10 iShares Micro-Cap ETF IWC 0.16% 2.38M 0.60%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-14 Zabiello Karl Adam Officer RSUs (02.22.2024) 1,630 0.00 0 D
2026-04-14 ALBERT SARAH ELLEN Officer RSUs (02.22.2024) 3,121 0.00 0 D
2026-04-14 AGRAWAL SHANTANU (SA) Officer Common Stock 0 0.00 4,000 D
2026-02-26 Mikhalevsky Andrei Alexander Director P-Purchase A Common Stock 5,000 5.53 27.7K 7,000 D
2026-02-25 Marinko Mark W. Officer P-Purchase A Common Stock 9,600 5.84 56.1K 71,798 D
2026-02-25 Hardesty Phillip Michael Officer P-Purchase A Common Stock 291 5.82 1.7K 298,677 D
2026-02-24 Marinko Mark W. Officer M-Exempt A Common Stock 7,600 0.00 56,262 D
2026-02-24 Hardesty Phillip Michael Officer F-InKind D Common Stock 4,108 5.88 24.2K 267,258 D
2026-02-24 Gates Katherine T Director / Officer M-Exempt A Common Stock 38,480 0.00 295,639 D
2026-02-23 Quanci John F Officer M-Exempt A Common Stock 5,530 6.22 34.4K 25,452 D
2026-02-23 Marinko Mark W. Officer M-Exempt D RSUs (02.21.2025) 8,474 0.00 16,947 D
2026-02-23 Hardesty Phillip Michael Officer M-Exempt D RSUs (02.21.2025) 8,688 0.00 17,377 D
2026-02-23 Gates Katherine T Director / Officer M-Exempt D RSUs (02.21.2025) 49,231 0.00 98,461 D
2026-02-19 Quanci John F Officer A-Award A RSUs (02.19.2026) 24,828 0.00 24,828 D
2026-02-19 Hardesty Phillip Michael Officer A-Award A RSUs (02.19.2026) 39,981 0.00 39,981 D
2026-02-19 Gates Katherine T Director / Officer A-Award A RSUs (02.19.2026) 274,927 0.00 274,927 D
2025-11-07 Hardesty Phillip Michael Officer P-Purchase A Common Stock 9,168 6.64 60.9K 262,683 D
2025-11-06 Della Ratta Ralph M Jr Director P-Purchase A Common Stock 7,288 6.86 50.0K 86,293 D
2025-05-15 Mikhalevsky Andrei Alexander Director A-Award A RSUs (Director) 14,412 0.00 41,269 D
2025-05-15 Lewis Michael Ward Director A-Award A RSUs (Director) 14,412 0.00 53,562 D
2025-05-15 Landahl Susan R. Director A-Award A RSUs (Director) 14,412 0.00 53,562 D
2025-05-15 Della Ratta Ralph M Jr Director A-Award A RSUs (Director) 19,734 0.00 36,590 D
2025-05-15 Carnes Martha Z. Director A-Award A RSUs (Director) 14,412 0.00 53,562 D
2025-05-15 Anton Arthur F Director A-Award A Common Stock 14,412 0.00 73,919 D
2025-03-07 Marinko Mark W. Officer M-Exempt A Common Stock 8,791 0.00 47,841 D
2025-02-24 Quanci John F Officer D-Return D Common Stock 4,963 9.20 45.7K 19,922 D
2025-02-24 Marinko Mark W. Officer M-Exempt A Common Stock 7,600 0.00 26,022 D
2025-02-24 Hardesty Phillip Michael Officer M-Exempt D RSUs (02.23.2023) 8,683 0.00 8,683 D
2025-02-24 Gates Katherine T Director / Officer M-Exempt D RSUs (02.22.2024) 38,480 0.00 76,959 D
2025-02-21 Quanci John F Officer A-Award A RSUs (02.21.2025) 16,602 0.00 16,602 D
2025-02-21 Marinko Mark W. Officer A-Award A RSUs (02.21.2025) 25,421 0.00 25,421 D
2025-02-21 Hardesty Phillip Michael Officer J-Other A Common Stock 18,002 9.51 171.2K 244,830 D
2025-02-21 Gates Katherine T Director / Officer A-Award A RSUs (02.21.2025) 147,692 0.00 147,692 D
2024-05-24 Quanci John F Officer M-Exempt A Common Stock 4,532 3.80 17.2K 24,454
2024-05-16 Mikhalevsky Andrei Alexander Director A-Award A RSUs (Director) 12,311 0.00 26,857
2024-05-16 Lewis Michael Ward Director A-Award A RSUs (Director) 12,311 0.00 39,150
2024-05-16 Landahl Susan R. Director A-Award A RSUs (Director) 12,311 0.00 39,150
2024-05-16 Della Ratta Ralph M Jr Director A-Award A RSUs (Director) 16,856 0.00 16,856
2024-05-16 Carnes Martha Z. Director A-Award A RSUs (Director) 12,311 0.00 39,150
2024-05-16 Anton Arthur F Director A-Award A Common Stock 12,311 0.00 59,507
2024-05-10 Mikhalevsky Andrei Alexander Director P-Purchase A Common Stock 2,000 10.38 20.8K 2,000
2024-03-13 Rippey Michael G Director / Officer S-Sale D Common Stock 78,714 11.06 870.6K 342,359
2024-03-12 Rippey Michael G Director / Officer S-Sale D Common Stock 100,000 11.05 1.11M 421,073
2024-03-11 Rippey Michael G Director / Officer S-Sale D Common Stock 122,533 11.11 1.36M 521,073
2024-03-08 Rippey Michael G Director / Officer S-Sale D Common Stock 22,519 10.96 246.8K 643,606
2024-03-07 Rippey Michael G Director / Officer S-Sale D Common Stock 97,284 10.92 1.06M 666,125
2024-03-07 Marinko Mark W. Officer F-InKind D Common Stock 3,895 10.95 42.7K 13,705
2024-03-04 Rippey Michael G Director / Officer S-Sale D Common Stock 48,618 10.93 531.4K 763,409
2024-03-01 Rippey Michael G Director / Officer S-Sale D Common Stock 1,707 10.85 18.5K 812,027
2024-02-26 Quanci John F Officer M-Exempt A Common Stock 6,462 0.00 26,384
2024-02-23 Rippey Michael G Director / Officer M-Exempt D RSUs (02.24.2022) 72,752 0.00 73,751
2024-02-23 Marinko Mark W. Officer M-Exempt D RSUs (02.23.2023) 8,469 0.00 16,937
2024-02-23 Hardesty Phillip Michael Officer F-InKind D Common Stock 4,108 10.84 44.5K 205,167
2024-02-23 Gates Katherine T Director / Officer F-InKind D Common Stock 8,457 10.84 91.7K 177,154
2024-02-22 Rippey Michael G Director / Officer A-Award A RSUs (02.22.2024) 40,851 0.00 40,851
2024-02-22 Quanci John F Officer A-Award A RSUs (02.22.2024) 14,889 0.00 14,889
2024-02-22 Marinko Mark W. Officer A-Award A RSUs (02.22.2024) 22,799 0.00 22,799
2024-02-22 Hardesty Phillip Michael Officer A-Award A RSUs (02.22.2024) 23,376 0.00 23,376
2024-02-22 Gates Katherine T Director / Officer A-Award A RSUs (02.22.2024) 115,439 0.00 115,439
2024-02-21 Rippey Michael G Director / Officer J-Other A Common Stock 255,014 10.82 2.76M 855,696
2024-02-21 Hardesty Phillip Michael Officer J-Other A Common Stock 35,078 10.82 379.5K 217,580
2024-02-21 Gates Katherine T Director / Officer J-Other A Common Stock 36,488 10.82 394.8K 185,258
2023-08-31 Hardesty Phillip Michael Officer S-Sale D Common Stock 16,531 9.27 153.2K 182,502
2023-05-15 Mikhalevsky Andrei Alexander Director A-Award A RSUs (Director) 14,546 0.00 14,546
2023-05-15 Lewis Michael Ward Director A-Award A RSUs (Director) 14,546 0.00 26,839
2023-05-15 Landahl Susan R. Director A-Award A RSUs (Director) 14,546 0.00 26,839
2023-05-15 Della Ratta Ralph M Jr Director A-Award A Common Stock 21,516 0.00 79,005
2023-05-15 Carnes Martha Z. Director A-Award A RSUs (Director) 14,546 0.00 26,839
2023-05-15 Anton Arthur F Director A-Award A Common Stock 14,546 0.00 47,196
2023-03-09 Mikhalevsky Andrei Alexander Director 0 0.00 0
2023-03-08 Marinko Mark W. Officer M-Exempt D RSUs (03.07.2022) 8,792 0.00 17,582
2023-03-02 Hardesty Phillip Michael Officer S-Sale D Common Stock 13,778 9.97 137.4K 206,050
2023-02-28 Hardesty Phillip Michael Officer M-Exempt A Common Stock 8,889 3.80 33.8K 207,922
2023-02-24 Rippey Michael G Director / Officer F-InKind D Common Stock 57,933 9.11 527.8K 428,561
2023-02-24 Quanci John F Officer M-Exempt D RSU's (02.25.2021) 6,875 0.00 6,874
2023-02-24 Hardesty Phillip Michael Officer F-InKind D Common Stock 6,113 9.11 55.7K 193,688
2023-02-24 Gates Katherine T Director / Officer M-Exempt D RSUs (02.25.2021) 13,357 0.00 13,357
2023-02-24 Edeus Bonnie M Officer D-Return D Common Stock 3,320 9.11 30.2K 397
2023-02-23 Rippey Michael G Director / Officer A-Award A RSUs (02.23.2023) 187,730 0.00 187,730
2023-02-23 Quanci John F Officer A-Award A RSUs (02.23.2023) 16,448 0.00 16,448
2023-02-23 Marinko Mark W. Officer A-Award A RSUs (02.23.2023) 25,186 0.00 25,186
2023-02-23 Hardesty Phillip Michael Officer A-Award A RSUs (02.23.2023) 25,823 0.00 25,823
2023-02-23 Gates Katherine T Director / Officer A-Award A RSUs (02.23.2023) 53,171 0.00 53,171
2023-02-23 Edeus Bonnie M Officer A-Award A RSUs (02.23.2023) 8,450 0.00 8,450
2023-02-17 Rippey Michael G Director / Officer F-InKind D Common Stock 31,404 9.78 307.1K 393,507
2023-02-17 Quanci John F Officer D-Return D Common Stock 7,603 9.78 74.4K 19,922
2023-02-17 Hardesty Phillip Michael Officer M-Exempt D RSUs (02.19.2020) 9,549 0.00 0
2023-02-17 Gates Katherine T Director / Officer F-InKind D Common Stock 4,964 9.78 48.5K 114,569
2023-02-17 Edeus Bonnie M Officer D-Return D Common Stock 1,774 9.78 17.3K 397
2022-12-14 Lewis Michael Ward Director A-Award A RSUs (Director) 3,624 0.00 12,293
2022-12-14 Landahl Susan R. Director A-Award A RSUs (Director) 3,624 0.00 12,293
2022-12-14 Della Ratta Ralph M Jr Director A-Award A Common Stock 5,361 0.00 57,489
2022-12-14 Carnes Martha Z. Director A-Award A RSUs (Director) 3,624 0.00 12,293
2022-12-14 Anton Arthur F Director A-Award A Common Stock 3,624 0.00 32,650
2022-09-21 Landahl Susan R. Director A-Award A RSUs (Director) 4,425 0.00 8,669
2022-09-21 Della Ratta Ralph M Jr Director A-Award A Common Stock 6,545 0.00 52,128
2022-09-21 Carnes Martha Z. Director A-Award A RSUs (Director) 4,425 0.00 8,669
2022-09-21 Anton Arthur F Director A-Award A Common Stock 4,425 0.00 29,026
2022-06-29 Lewis Michael Ward Director A-Award A RSUs (Director) 4,244 0.00 4,244
2022-06-29 Landahl Susan R. Director A-Award A RSUs (Director) 4,244 0.00 4,244
2022-06-29 Della Ratta Ralph M Jr Director A-Award A Common Stock 6,277 0.00 45,583
2022-06-29 Carnes Martha Z. Director A-Award A RSUs (Director) 4,244 0.00 4,244
2022-06-29 Anton Arthur F Director A-Award A Common Stock 4,244 0.00 24,601
2022-03-16 Lewis Michael Ward Director A-Award A Deferred Share Units 3,413 0.00 22,509
2022-03-16 Landahl Susan R. Director A-Award A Deferred Share Units 3,413 0.00 87,166
2022-03-16 Della Ratta Ralph M Jr Director A-Award A Common Stock 5,049 0.00 39,306
2022-03-16 Carnes Martha Z. Director A-Award A Deferred Share Units 3,413 0.00 55,828
2022-03-16 Anton Arthur F Director A-Award A Common Stock 3,413 0.00 20,357
2022-03-07 Marinko Mark W. Officer A-Award A RSU's (03.07.2022) 26,374 0.00 26,374
2022-02-25 Rippey Michael G Director / Officer M-Exempt D RSU's (02.25.2021) 92,987 0.00 185,973
2022-02-25 Quanci John F Officer M-Exempt D RSU's (02.25.2021) 6,875 0.00 13,749
2022-02-25 Hardesty Phillip Michael Officer M-Exempt D RSU's (02.25.2021) 12,924 0.00 25,846
2022-02-25 Gates Katherine T Officer M-Exempt D RSU's (02.25.2021) 13,358 0.00 26,714
2022-02-25 Edeus Bonnie M Officer D-Return D Common Stock 1,605 7.83 12.6K 397
2022-02-24 Rippey Michael G Director / Officer J-Other A Common Stock 69,125 7.54 521.2K 245,052
2022-02-24 Quanci John F Officer A-Award A RSU'S (02.24.2022) 19,487 0.00 19,487
2022-02-24 Hardesty Phillip Michael Officer A-Award A RSU'S (02.24.2022) 30,596 0.00 30,596
2022-02-24 Gates Katherine T Officer J-Other A Common Stock 11,159 7.54 84.1K 92,572
2022-02-24 Edeus Bonnie M Officer A-Award A RSU'S (02.24.2022) 10,011 0.00 10,011
2022-02-19 Rippey Michael G Director / Officer F-InKind D Common Stock 32,386 7.73 250.3K 175,927
2022-02-19 Quanci John F Officer D-Return D Common Stock 7,603 7.73 58.8K 19,922
2022-02-19 Hardesty Phillip Michael Officer M-Exempt D RSU's (02.19.2020) 9,550 0.00 9,549
2022-02-19 Gates Katherine T Officer M-Exempt A Common Stock 9,934 0.00 86,317
2022-02-19 Edeus Bonnie M Officer D-Return D Common Stock 1,774 7.73 13.7K 397
2022-02-14 Rippey Michael G Director / Officer F-InKind D Common Stock 13,449 7.70 103.6K 141,950
2022-02-14 Quanci John F Officer M-Exempt D RSU's (02.13.19) 3,387 0.00 0
2022-02-14 Hardesty Phillip Michael Officer M-Exempt D RSU's (02.13.19) 4,255 0.00 0
2022-02-14 Gates Katherine T Officer M-Exempt D RSU's (02.13.19) 4,255 0.00 0
2022-02-14 Edeus Bonnie M Officer M-Exempt D RSU's (02.13.19) 814 0.00 0
2021-12-15 Lewis Michael Ward Director A-Award A Deferred Share Units 4,549 0.00 18,958
2021-12-15 Landahl Susan R. Director A-Award A Deferred Share Units 4,549 0.00 83,005
2021-12-15 Della Ratta Ralph M Jr Director A-Award A Common Stock 6,626 0.00 34,257
2021-12-15 Carnes Martha Z. Director A-Award A Deferred Share Units 4,549 0.00 51,964
2021-12-15 Anton Arthur F Director A-Award A Common Stock 4,549 0.00 16,944
2021-12-09 Hardesty Phillip Michael Officer S-Sale D Common Stock 1,707 6.45 11.0K 154,369
2021-12-08 Hardesty Phillip Michael Officer S-Sale D Common Stock 880 6.47 5.7K 161,040
2021-09-22 Lewis Michael Ward Director A-Award A Deferred Share Units 4,337 0.00 14,322
2021-09-22 Landahl Susan R. Director A-Award A Deferred Share Units 4,337 0.00 77,815
2021-09-22 Della Ratta Ralph M Jr Director A-Award A Common Stock 6,316 0.00 27,631
2021-09-22 Carnes Martha Z. Director A-Award A Deferred Share Units 4,337 0.00 47,042
2021-09-22 Anton Arthur F Director J-Other A Deferred Share Units 221 0.00 25,539
2021-08-13 Gates Katherine T Officer S-Sale D Common Stock 9,942 7.40 73.6K 74,367
2021-07-20 Edeus Bonnie M Officer D Common Stock 0 0.00 397
2021-06-23 Lewis Michael Ward Director A-Award A Deferred Share Units 3,950 0.00 9,936
2021-06-23 Landahl Susan R. Director J-Other A Deferred Share Units 565 0.00 73,478
2021-06-23 Della Ratta Ralph M Jr Director A-Award A Common Stock 5,752 0.00 21,315
2021-06-23 Carnes Martha Z. Director J-Other A Deferred Share Units 315 0.00 42,705
2021-06-23 Anton Arthur F Director A-Award A Common Stock 3,950 0.00 8,058
2021-05-13 Lausas Allison S Director / Officer A-Award A RSU's (05.13.2021) 41,958 0.00 41,958
2021-04-29 Della Ratta Ralph M Jr Director P-Purchase A Common Stock 7,200 6.95 50.0K 15,563
2021-03-24 SWEETNAM JAMES E Director A-Award A Deferred Share Units 4,108 0.00 129,772
2021-03-24 Lewis Michael Ward Director A-Award A Deferred Share Units 4,108 0.00 5,969
2021-03-24 Landahl Susan R. Director A-Award A Deferred Share Units 4,108 0.00 68,369
2021-03-24 Della Ratta Ralph M Jr Director A-Award A Common Stock 5,804 0.00 8,363
2021-03-24 Carnes Martha Z. Director A-Award A Deferred Share Units 4,108 0.00 38,125
2021-03-24 Bledsoe Alvin Director A-Award A Common Stock 4,108 0.00 11,477
2021-03-24 Anton Arthur F Director A-Award A Common Stock 4,108 0.00 4,108
2021-02-25 West Fay Director / Officer A-Award A RSU's (02.25.2021) 63,716 0.00 63,716
2021-02-25 Rippey Michael G Director / Officer J-Other A Common Stock 53,416 6.68 356.8K 128,234
2021-02-25 Quanci John F Officer A-Award A RSU's (02.25.2021) 20,624 0.00 20,624
2021-02-25 Lausas Allison S Director / Officer A-Award A RSU's (02.25.2021) 13,136 0.00 13,136
2021-02-25 Hardesty Phillip Michael Officer A-Award A RSU's (02.25.2021) 38,770 0.00 38,770
2021-02-25 Gates Katherine T Officer J-Other A Common Stock 8,113 6.68 54.2K 74,367
2021-02-19 West Fay Director / Officer F-InKind D Common Stock 4,493 6.36 28.6K 145,221
2021-02-19 Rippey Michael G Director / Officer F-InKind D Common Stock 32,386 6.36 206.0K 74,818
2021-02-19 Quanci John F Officer M-Exempt D RSU's (02.19.2020) 7,603 0.00 15,206
2021-02-19 Lausas Allison S Director / Officer D-Return D Common Stock 4,843 6.36 30.8K 9,177
2021-02-19 Hardesty Phillip Michael Officer F-InKind D Common Stock 3,002 6.36 19.1K 153,800
2021-02-19 Gates Katherine T Officer M-Exempt D RSU's (02.19.2020) 9,934 0.00 19,867
2021-02-14 West Fay Director / Officer M-Exempt A Common Stock 4,092 0.00 135,532
2021-02-14 Quanci John F Officer M-Exempt D RSU's (02.14.18) 2,003 0.00 0
2021-02-14 Lausas Allison S Director / Officer M-Exempt D RSU's (02.14.18) 1,201 0.00 0
2021-02-14 Hardesty Phillip Michael Officer F-InKind D Common Stock 836 6.06 5.1K 147,252
2021-02-14 Gates Katherine T Officer M-Exempt D RSU's (02.14.18) 2,414 0.00 0
2021-02-13 West Fay Director / Officer M-Exempt A Common Stock 6,950 0.00 133,845
2021-02-13 Rippey Michael G Director / Officer M-Exempt D RSU's (02.13.19) 27,165 0.00 27,165
2021-02-13 Quanci John F Officer M-Exempt D RSU's (02.13.19) 3,388 0.00 3,387
2021-02-13 Lausas Allison S Director / Officer M-Exempt A Common Stock 2,055 6.06 12.5K 11,232
2021-02-13 Hardesty Phillip Michael Officer M-Exempt D RSU's (02.13.19) 4,255 0.00 4,255
2021-02-13 Gates Katherine T Officer M-Exempt D RSU's (02.13.19) 4,255 0.00 4,255
2020-12-16 SWEETNAM JAMES E Director A-Award A Deferred Share Units 5,583 0.00 124,093
2020-12-16 ROWE JOHN W Director A-Award A Deferred Share Units 5,583 0.00 122,117
2020-12-16 Lewis Michael Ward Director A-Award A Deferred Share Units 1,861 0.00 1,861
2020-12-16 Landahl Susan R. Director J-Other A Deferred Share Units 768 0.00 64,261
2020-12-16 Della Ratta Ralph M Jr Director A-Award A Common Stock 2,559 0.00 2,559
2020-12-16 Carnes Martha Z. Director J-Other A Deferred Share Units 372 0.00 34,017
2020-12-16 Bledsoe Alvin Director A-Award A Deferred Share Units 5,583 0.00 119,770
2020-12-16 Anton Arthur F Director J-Other A Deferred Share Units 252 0.00 24,882
2020-12-03 Lewis Michael Ward Director 0 0.00 0
2020-12-03 Della Ratta Ralph M Jr Director 0 0.00 0
2020-09-23 SWEETNAM JAMES E Director A-Award A Deferred Share Units 8,191 0.00 116,508
2020-09-23 ROWE JOHN W Director A-Award A Deferred Share Units 8,191 0.00 114,569
2020-09-23 Landahl Susan R. Director A-Award A Deferred Share Units 8,191 0.00 57,008
2020-09-23 Carnes Martha Z. Director A-Award A Deferred Share Units 8,191 0.00 27,702
2020-09-23 Bledsoe Alvin Director A-Award A Deferred Share Units 8,191 0.00 112,264
2020-09-23 Anton Arthur F Director A-Award A Deferred Share Units 8,191 0.00 18,850
2020-06-24 SWEETNAM JAMES E Director A-Award A Deferred Share Units 9,099 0.00 106,539
2020-06-24 ROWE JOHN W Director J-Other A Deferred Share Units 1,743 0.00 106,378
2020-06-24 Landahl Susan R. Director A-Award A Deferred Share Units 9,099 0.00 48,105
2020-06-24 Carnes Martha Z. Director A-Award A Deferred Share Units 9,099 0.00 19,324

Executive team

Top executives
EBIT / Employee
55.6K
Shares Outstanding
84.84M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-14 DEFA14A
2026-04-01 DEFA14A
2026-04-01 DEF 14A
2025-04-03 DEFA14A
2025-04-03 DEF 14A
2024-03-27 DEFA14A
2024-03-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-04-30 SC 13G
2026-04-30 8-K
2026-04-30 10-Q
2026-04-21 3/A
2026-04-14 DEFA14A
2026-04-14 3
2026-04-14 3
2026-04-14 3
2026-04-07 SC 13G/A
2026-04-01 DEFA14A

Executive team

NameTitleCompensationGender
Katherine T. Gates Chief Executive Officer, President & Director 2M female
Mark W. Marinko Senior Vice President & Chief Financial Officer 1M male
Phillip Michael Hardesty Senior Vice President of Commercial Operations, Business Development, Terminals & International Coke 1M male
John F. Quanci Vice President of Engineering & Technology and Chief Technology Officer 992.6K
Sarah Albert Senior Vice President, Chief Legal & Administrative Officer 812.6K female
Karl A. Zabiello Vice President, Principal Accounting Officer & Controller male
John J. DiRocco Jr. VP, Deputy General Counsel & Corporate Secretary male
Shantanu Agrawal CFO & Treasurer male
ESG Rating
B
COAL
2024
E (Environmental)
67.8 / 63.4
Company / Sector avg.
S (Social)
65.9 / 62.2
Company / Sector avg.
G (Governance)
72.7 / 62.2
Company / Sector avg.
ESG Total
68.8 / 62.6
Company / Sector avg.
ESG Score History COAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits