UFP Technologies, Inc. (UFPT)
Newburyport, MA, US
UFP Technologies, Inc. specializes in the engineering and custom fabrication of components, subassemblies, finished products, and packaging, primarily utilizing advanced foams, films, and plastics. A significant portion of its business is dedicated to the medical sector, where its single-use and single-patient devices and parts are integral to a broad spectrum of applications, including general medical devices, disposable wound care, infection control, minimally invasive surgical tools, wearable technologies, orthopedic soft goods, and protective packaging for orthopedic implants. Beyond healthcare, the company extends its expertise to the automotive, aerospace and defense, consumer, electronics, and industrial markets. Here, its engineered products and components are incorporated into diverse items such as military uniform and gear, automotive interior trim, athletic padding, sustainable protective packaging, air filtration systems, abrasive nail files, and custom protective cases and inserts. UFP Technologies markets and distributes its offerings across the United States, predominantly through a direct sales force supported by independent manufacturer representatives. The company, established in 1963, is headquartered in Newburyport, Massachusetts.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.72% | +1.90% | +10.30% | -10.25% | -6.46% | -0.03% | -9.11% | +49.65% | +303.51% | +870.15% | +3,760.35% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 6 |
298.17
+23.5%
|
-
Revenue growth Medical - Devices: +11.2%+19.5% ★ Q1'26: +4.1% (vs Q1'25)
-
EPS growth Medical - Devices: +28.5%+15.7% Q1'26: +1.4% (vs Q1'25)
-
FCF margin FCF growth · Medical - Devices: +30.9%+11.5% ★ Q1'26: +0.9% (vs Q1'25)
-
EBIT margin Medical - Devices: +6.2%+15.3% ★ Q1'26: +15.1% (vs Q1'25)
-
ROIC Medical - Devices: +3.3%+13.7% ★ Q1'26: +13.1% (vs Q1'25)
-
Share dilution Medical - Devices: 0.0%+0.2% Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Devices: -0.35×1.33× Q1'26: 1.38× (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 1999 actual |
Dec 2001 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 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 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 3 Rev. Ana. 3 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
58.80M
est: 59.48M (-1.1%)
|
61.57M
est: 41.19M (+49.5%)
|
120.77M
est: 98.16M (+23.0%)
|
127.24M
est: 121.59M (+4.6%)
|
130.96M
est: 121.24M (+8.0%)
|
139.22M
est: 139.39M (-0.1%)
|
138.85M
est: 140.52M (-1.2%)
|
146.13M
est: 145.13M (+0.7%)
|
147.84M
est: 146.62M (+0.8%)
|
190.46M
est: 187.76M (+1.4%)
|
198.38M
est: 199.12M (-0.4%)
|
179.37M
est: 180.11M (-0.4%)
|
206.32M
est: 199.94M (+3.2%)
|
353.79M
est: 348.43M (+1.5%)
|
400.07M
est: 417.47M (-4.2%)
|
504.42M
est: 501.95M (+0.5%)
|
602.80M
est: 603.02M (0.0%)
|
638.91M
636.00M – 640.61M
+6.0% YoY
|
677.71M
675.74M – 681.63M
+6.1% YoY
|
724.64M
724.64M – 724.64M
+6.9% YoY
|
| EBITDA |
5.60M
est: 4.96M (+12.9%)
|
559.7K
est: 195.9K (+185.7%)
|
17.37M
est: 13.11M (+32.5%)
|
17.66M
est: 17.12M (+3.1%)
|
19.59M
est: 17.91M (+9.4%)
|
21.49M
est: 20.75M (+3.6%)
|
18.29M
est: 23.43M (-21.9%)
|
18.02M
est: 24.20M (-25.5%)
|
17.40M
est: 24.45M (-28.8%)
|
28.49M
est: 31.31M (-9.0%)
|
32.49M
est: 33.20M (-2.1%)
|
24.63M
est: 30.03M (-18.0%)
|
29.65M
est: 24.65M (+20.3%)
|
67.37M
est: 28.29M (+138.1%)
|
68.95M
est: 74.18M (-7.0%)
|
95.80M
est: 89.19M (+7.4%)
|
115.74M
est: 107.15M (+8.0%)
|
113.52M
113.01M – 113.83M
+6.0% YoY
|
120.42M
120.07M – 121.12M
+6.1% YoY
|
128.76M
128.76M – 128.76M
+6.9% YoY
|
| EBIT |
3.30M
est: 3.14M (+5.2%)
|
-2.72M
est: -3.42M (+20.4%)
|
14.38M
est: 10.72M (+34.2%)
|
15.72M
est: 14.91M (+5.4%)
|
16.66M
est: 15.23M (+9.4%)
|
17.41M
est: 16.74M (+4.0%)
|
13.45M
est: 18.43M (-27.0%)
|
12.39M
est: 19.03M (-34.9%)
|
11.76M
est: 19.23M (-38.8%)
|
20.65M
est: 24.62M (-16.1%)
|
24.32M
est: 26.11M (-6.9%)
|
16.37M
est: 23.62M (-30.7%)
|
21.24M
est: 18.61M (+14.1%)
|
55.48M
est: 21.45M (+158.6%)
|
57.55M
est: 59.91M (-3.9%)
|
81.09M
est: 72.03M (+12.6%)
|
92.32M
est: 86.54M (+6.7%)
|
91.69M
91.27M – 91.93M
+6.0% YoY
|
97.26M
96.97M – 97.82M
+6.1% YoY
|
103.99M
103.99M – 103.99M
+6.9% YoY
|
| Net Income |
1.70M
est: 1.61M (+5.3%)
|
-3.04M
est: -3.09M (+1.4%)
|
9.25M
est: 6.90M (+34.0%)
|
10.35M
est: 9.80M (+5.6%)
|
10.90M
est: 9.93M (+9.7%)
|
11.28M
est: 10.88M (+3.6%)
|
7.59M
est: 8.64M (-12.1%)
|
7.97M
est: 8.72M (-8.6%)
|
9.21M
est: 8.72M (+5.6%)
|
14.31M
est: 14.95M (-4.3%)
|
19.75M
est: 19.23M (+2.7%)
|
13.37M
est: 12.73M (+5.0%)
|
15.89M
est: 13.39M (+18.6%)
|
41.79M
est: 15.35M (+172.2%)
|
44.92M
est: 50.58M (-11.2%)
|
58.98M
est: 64.55M (-8.6%)
|
68.31M
est: 67.16M (+1.7%)
|
75.72M
75.54M – 75.91M
+12.7% YoY
|
86.81M
82.72M – 86.90M
+14.6% YoY
|
93.88M
93.35M – 94.41M
+8.1% YoY
|
| SGA |
11.60M
est: 11.84M (-2.0%)
|
13.65M
est: 21.17M (-35.5%)
|
20.24M
est: 15.41M (+31.3%)
|
21.37M
est: 20.35M (+5.0%)
|
21.53M
est: 19.73M (+9.1%)
|
23.24M
est: 22.97M (+1.2%)
|
24.01M
est: 19.00M (+26.3%)
|
24.11M
est: 19.63M (+22.8%)
|
23.85M
est: 19.83M (+20.3%)
|
27.76M
est: 25.39M (+9.3%)
|
29.25M
est: 26.93M (+8.6%)
|
27.49M
est: 24.36M (+12.9%)
|
29.48M
est: 22.53M (+30.8%)
|
45.80M
est: 25.81M (+77.5%)
|
50.89M
est: 54.38M (-6.4%)
|
62.22M
est: 65.39M (-4.8%)
|
77.44M
est: 78.55M (-1.4%)
|
83.23M
82.85M – 83.45M
+6.0% YoY
|
88.28M
88.03M – 88.79M
+6.1% YoY
|
94.40M
94.40M – 94.40M
+6.9% YoY
|
| EPS |
0.35
est: 0.39 (-10.3%)
|
-0.72
est: -0.35 (-105.7%)
|
1.50
est: 0.85 (+77.5%)
|
1.60
est: 1.35 (+18.5%)
|
1.63
est: 1.30 (+25.4%)
|
1.65
est: 1.53 (+7.8%)
|
1.07
est: 1.11 (-3.6%)
|
1.11
est: 1.12 (-0.9%)
|
1.27
est: 1.12 (+13.4%)
|
1.95
est: 1.92 (+1.6%)
|
2.66
est: 2.47 (+7.7%)
|
1.79
est: 1.64 (+9.5%)
|
2.11
est: 2.08 (+1.4%)
|
5.52
est: 4.46 (+23.9%)
|
5.89
est: 6.48 (-9.0%)
|
7.69
est: 8.27 (-7.0%)
|
8.87
est: 8.60 (+3.2%)
|
9.71
9.68 – 9.73
+12.9% YoY
|
10.87
10.60 – 11.14
+11.9% YoY
|
12.02
11.96 – 12.10
+10.6% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
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 | New Mountain Investments III (Cayman), L.P. | 45.75M | 34.70% | 176.3K | 59.6K | 486.5K | — | — | Delaware | 2015-02-12 | ↗ |
| 2 | Adams Street Partners, LLC | 23.28M | 39.70% | 442.5K | — | 442.5K | — | IA | USA | 2022-04-06 | ↗ |
| 3 | Neuberger Berman Group LLC | 706.4K | 9.32% | — | 698.9K | — | 706.4K | HC | — | 2023-02-10 | ↗ |
| 4 | Neuberger Berman Investment Advisers LLC | 706.4K | 9.32% | — | 698.9K | — | 706.4K | IA | — | 2023-02-10 | ↗ |
| 5 | Thrivent Financial for Lutherans | 650.1K | 8.63% | 6.5K | 643.6K | 6.5K | — | IC, IA | Wisconsin | 2022-02-14 | ↗ |
| 6 | R. Jeffrey Bailly | 536.5K | 7.40% | 536.5K | — | 536.5K | — | IN | USA | 2018-01-24 | ↗ |
| 7 | The Vanguard Group - 23-1945930 | 533.8K | 6.99% | — | 13.3K | — | 19.8K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 8 | Neuberger Berman Equity Funds | 471.8K | 6.23% | — | 471.8K | — | 471.8K | IV | — | 2023-02-10 | ↗ |
| 9 | Neuberger Berman Genesis Fund | 471.8K | 6.23% | — | 471.8K | — | 471.8K | IV | — | 2023-02-10 | ↗ |
| 10 | (1)Names of reporting persons. BlackRock, Inc. | 457.6K | 6.20% | 447.0K | — | 457.6K | — | HC | Delaware | 2020-02-07 | ↗ |
| 11 | (1) BlackRock, Inc. | 449.3K | 6.00% | 439.2K | — | 449.3K | — | HC | Delaware | 2022-02-01 | ↗ |
| 12 | 13-3127734 | 435.4K | 5.78% | 435.4K | — | 435.4K | — | HC | Delaware | 2022-02-11 | ↗ |
| 13 | 26-0385758 | 435.4K | 5.78% | 435.4K | — | 435.4K | — | IA | Delaware | 2022-02-11 | ↗ |
| 14 | Wasatch Advisors LP 87-0319391 | 420.5K | 5.50% | 420.5K | — | 420.5K | — | IA | — | 2024-11-13 | ↗ |
| 15 | Wellington Management Company LLP | 404.0K | 5.66% | — | 404.0K | — | — | IA | Delaware | 2016-02-11 | ↗ |
| 16 | Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity P | 369.8K | 5.09% | — | 369.8K | — | — | OO | Massachusetts | 2017-09-19 | ↗ |
| 17 | 2. | 369.0K | 4.90% | — | — | — | — | IN | — | 2020-02-14 | ↗ |
| 18 | IDENTIFICATION NOS. OF ABOVE PERSONS (Cove Street Capital, LLC | 369.0K | 4.90% | — | — | — | — | IA | — | 2020-02-14 | ↗ |
| 19 | Wellington Group Holdings LLP | 358.6K | 4.93% | — | 358.6K | — | — | HC | Delaware | 2018-02-08 | ↗ |
| 20 | Wellington Investment Advisors Holdings LLP | 358.6K | 4.93% | — | 358.6K | — | — | HC | Delaware | 2018-02-08 | ↗ |
| 21 | Wellington Management Group LLP | 358.6K | 4.93% | — | 358.6K | — | — | HC | Massachusetts | 2018-02-08 | ↗ |
| 22 | Wellington Trust Company, NA | 358.6K | 4.93% | — | 358.6K | — | — | BK | United States | 2018-02-08 | ↗ |
| 23 | AltraVue Capital, LLC | 101.9K | 5.15% | 101.9K | — | 278.1K | — | IA | — | 2022-02-08 | ↗ |
| 24 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 | — | 0.00% | — | — | — | — | IA | California | 2017-04-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 1.10M +7.8K (+0.7%) | 243.69M +26.2M (+12.0%) | 14.14% -0.020 pp | 0.00% +0.000 pp | USD312.95 -29.1% | 6 qtrs — |
| 2 | WASATCH ADVISORS LP | 736.0K +93.6K (+14.6%) | 163.42M +35.2M (+27.5%) | 9.48% +1.135 pp | 0.97% +0.281 pp | USD204.58 +8.5% | 25 qtrs — |
| 3 | VANGUARD GROUP INC | 533.6K +6.0K (+1.1%) | 118.47M +13.2M (+12.5%) | 6.87% +0.018 pp | 0.00% +0.000 pp | USD96.71 +129.6% | 52 qtrs — |
| 4 | CONGRESS ASSET MANAGEMENT CO /MA | 441.1K +107.9K (+32.4%) | 97.94M +31.4M (+47.3%) | 5.68% +1.353 pp | 0.69% +0.247 pp | USD227.67 -2.5% | 14 qtrs — |
| 5 | NEUBERGER BERMAN GROUP LLC | 309.7K -18.6K (-5.7%) | 68.76M +3.2M (+4.9%) | 3.99% -0.276 pp | 0.05% +0.003 pp | USD86.80 +155.8% | 17 qtrs — |
| 6 | STATE STREET CORP | 289.8K +961.0 (+0.3%) | 64.34M +6.7M (+11.6%) | 3.73% -0.020 pp | 0.00% +0.000 pp | USD111.71 +98.8% | 39 qtrs — |
| 7 | AMERICAN CENTURY COMPANIES INC | 267.1K +13.6K (+5.4%) | 59.31M +8.7M (+17.2%) | 3.44% +0.147 pp | 0.03% +0.004 pp | USD208.99 +6.2% | 10 qtrs — |
| 8 | THRIVENT FINANCIAL FOR LUTHERANS | 248.1K +223.1K (+892.3%) | 55.09M +50.1M (+1,004.0%) | 3.20% +2.871 pp | 0.10% +0.088 pp | USD219.65 +1.1% | 11 qtrs — |
| 9 | BOSTON TRUST WALDEN CORP | 232.7K -19.2K (-7.6%) | 51.66M +1.4M (+2.8%) | 3.00% -0.275 pp | 0.39% +0.021 pp | USD226.66 -2.0% | 5 qtrs — |
| 10 | UBS GROUP AG | 189.4K +34.7K (+22.4%) | 42.05M +11.2M (+36.2%) | 2.44% +0.430 pp | 0.01% +0.002 pp | USD228.86 -3.0% | 45 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 184.9K +1.4K (+0.8%) | 41.05M +4.4M (+12.1%) | 2.38% -0.002 pp | 0.00% +0.000 pp | USD94.15 +135.8% | 60 qtrs — |
| 12 | PRICE T ROWE ASSOCIATES INC /MD/ | 181.5K +1.5K (+0.8%) | 40.30M +4.4M (+12.2%) | 2.34% -0.001 pp | 0.00% +0.001 pp | USD262.79 -15.5% | 11 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 168.8K +2.2K (+1.3%) | 37.49M +4.2M (+12.7%) | 2.17% +0.010 pp | 0.01% +0.001 pp | USD34.26 +548.1% | 51 qtrs — |
| 14 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 166.1K +62.5K (+60.3%) | 37.11M +16.4M (+79.4%) | 2.14% +0.793 pp | 0.06% +0.027 pp | USD209.15 +6.2% | 17 qtrs — |
| 15 | SWEDBANK AB | 160.0K -25.0K (-13.5%) | 35.53M -1.4M (-3.8%) | 2.06% -0.343 pp | 0.03% -0.003 pp | USD188.71 +17.7% | 13 qtrs — |
| 16 | MORGAN STANLEY | 158.4K -5.5K (-3.3%) | 35.16M +2.5M (+7.5%) | 2.04% -0.089 pp | 0.00% +0.000 pp | USD155.74 +42.6% | 51 qtrs — |
| 17 | ALTRAVUE CAPITAL, LLC | 153.2K -550.0 (-0.4%) | 34.02M +3.3M (+10.8%) | 1.97% -0.024 pp | 2.80% +0.258 pp | USD54.35 +308.5% | 29 qtrs — |
| 18 | GENEVA CAPITAL MANAGEMENT LLC | 142.3K -16.2K (-10.2%) | 31.59M -49.8K (-0.2%) | 1.83% -0.227 pp | 0.59% +0.051 pp | USD184.32 +20.5% | 10 qtrs — |
| 19 | RENAISSANCE TECHNOLOGIES LLC | 141.0K -48.3K (-25.5%) | 31.30M -6.5M (-17.2%) | 1.82% -0.643 pp | 0.05% -0.001 pp | USD24.89 +792.0% | 75 qtrs — |
| 20 | ANNEX ADVISORY SERVICES, LLC | 126.9K +4.3K (+3.5%) | 28.17M +3.7M (+15.1%) | 1.63% +0.041 pp | 0.54% +0.017 pp | USD188.29 +17.9% | 17 qtrs — |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 121.8K -48.1K (-28.3%) | 27.05M -6.9M (-20.3%) | 1.57% -0.639 pp | 0.01% -0.002 pp | USD238.78 -7.0% | 8 qtrs — |
| 22 | FRANKLIN RESOURCES INC | 110.2K -35.6K (-24.4%) | 24.47M -4.6M (-15.9%) | 1.42% -0.475 pp | 0.01% -0.001 pp | USD258.03 -14.0% | 23 qtrs — |
| 23 | ASHFORD CAPITAL MANAGEMENT INC | 96.7K +21.1K (+27.8%) | 21.46M +6.4M (+42.2%) | 1.24% +0.263 pp | 2.39% +0.710 pp | USD237.12 -6.4% | 3 qtrs — |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 95.1K +1.8K (+1.9%) | 21.11M +2.5M (+13.3%) | 1.22% +0.012 pp | 0.01% +0.001 pp | USD214.80 +3.4% | 11 qtrs — |
| 25 | ROYAL BANK OF CANADA | 90.5K -7.9K (-8.1%) | 20.10M +445.0K (+2.3%) | 1.17% -0.113 pp | 0.00% +0.000 pp | USD222.17 -0.1% | 37 qtrs — |
| 26 | NORTHERN TRUST CORP | 86.1K -3.7K (-4.2%) | 19.11M +1.2M (+6.6%) | 1.11% -0.058 pp | 0.00% +0.000 pp | USD75.24 +195.1% | 51 qtrs — |
| 27 | BROWN CAPITAL MANAGEMENT LLC | 83.7K -84.4K (-50.2%) | 18.58M -15.0M (-44.6%) | 1.08% -1.106 pp | 1.52% +0.141 pp | USD237.95 -6.7% | 7 qtrs — |
| 28 | JANUS HENDERSON GROUP PLC | 79.4K +44.6K (+128.5%) | 17.62M +10.7M (+153.9%) | 1.02% +0.571 pp | 0.01% +0.005 pp | USD213.75 +3.9% | 12 qtrs — |
| 29 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 75.8K +2.1K (+2.8%) | 16.82M +2.1M (+14.4%) | 0.98% +0.019 pp | 0.00% +0.000 pp | USD153.20 +44.9% | 39 qtrs — |
| 30 | DE LISLE PARTNERS LLP | 74.3K -2.1K (-2.7%) | 16.49M +1.2M (+8.1%) | 0.96% -0.036 pp | 2.12% +0.246 pp | USD257.53 -13.8% | 8 qtrs — |
| 31 | BESSEMER GROUP INC | 73.4K -30.4K (-29.3%) | 16.30M -4.4M (-21.3%) | 0.95% -0.403 pp | 0.03% -0.007 pp | USD141.67 +56.7% | 15 qtrs — |
| 32 | GW&K INVESTMENT MANAGEMENT, LLC | 62.7K +4.4K (+7.6%) | 13.92M +2.3M (+19.7%) | 0.81% +0.050 pp | 0.12% +0.017 pp | USD108.91 +103.9% | 27 qtrs — |
| 33 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 59.7K -26.4K (-30.7%) | 13.25M -3.9M (-22.9%) | 0.77% -0.350 pp | 0.02% -0.010 pp | USD217.38 +2.1% | 4 qtrs — |
| 34 | APPLIED FUNDAMENTAL RESEARCH, LLC | 52.8K +4.0K (+8.3%) | 11.72M +2.0M (+20.4%) | 0.68% +0.047 pp | 11.64% +2.186 pp | USD93.64 +137.1% | 21 qtrs — |
| 35 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 52.1K +52.1K (+100.0%) | 11.57M +11.6M (+100.0%) | 0.67% +0.671 pp | 0.96% +0.956 pp | USD222.03 +0.0% | 1 qtrs NEW |
| 36 | NEW YORK STATE COMMON RETIREMENT FUND | 51.3K +— (+0.0%) | 11.39M +1.2M (+11.2%) | 0.66% -0.006 pp | 0.02% +0.002 pp | USD153.89 +44.3% | 36 qtrs — |
| 37 | RAYMOND JAMES FINANCIAL INC | 49.6K +10.5K (+26.8%) | 11.22M +3.4M (+43.6%) | 0.64% +0.131 pp | 0.00% +0.001 pp | USD239.75 -7.4% | 5 qtrs — |
| 38 | INVESCO LTD. | 49.9K +23.3K (+87.9%) | 11.08M +5.8M (+109.0%) | 0.64% +0.298 pp | 0.00% +0.001 pp | USD245.97 -9.7% | 24 qtrs — |
| 39 | PRINCIPAL FINANCIAL GROUP INC | 49.5K +4.3K (+9.4%) | 10.98M +2.0M (+21.7%) | 0.64% +0.050 pp | 0.01% +0.001 pp | USD197.86 +12.2% | 15 qtrs — |
| 40 | ADVISOR GROUP HOLDINGS, INC. | 46.9K -3.7K (-7.4%) | 10.42M +303.9K (+3.0%) | 0.60% -0.054 pp | 0.02% +0.001 pp | USD199.66 +11.2% | 24 qtrs — |
| 41 | BANK OF AMERICA CORP /DE/ | 45.3K +17.8K (+64.6%) | 10.06M +4.6M (+83.1%) | 0.58% +0.226 pp | 0.00% +0.000 pp | USD211.03 +5.2% | 52 qtrs — |
| 42 | BANK OF NEW YORK MELLON CORP | 42.9K +256.0 (+0.6%) | 9.53M +1.0M (+11.9%) | 0.55% -0.001 pp | 0.00% +0.000 pp | USD122.31 +81.5% | 55 qtrs — |
| 43 | RENAISSANCE GROUP LLC | 38.1K -3.8K (-9.0%) | 8.45M +100.3K (+1.2%) | 0.49% -0.053 pp | 0.34% +0.024 pp | USD207.96 +6.8% | 4 qtrs — |
| 44 | RANGER INVESTMENT MANAGEMENT, L.P. | 36.1K -2.6K (-6.8%) | 8.01M +286.8K (+3.7%) | 0.46% -0.038 pp | 0.55% +0.011 pp | USD108.66 +104.3% | 19 qtrs — |
| 45 | LEGATO CAPITAL MANAGEMENT LLC | 35.3K -2.5K (-6.7%) | 7.83M +287.1K (+3.8%) | 0.45% -0.037 pp | 0.67% -0.148 pp | USD196.17 +13.2% | 11 qtrs — |
| 46 | PALISADES INVESTMENT PARTNERS, LLC | 35.1K +451.0 (+1.3%) | 7.80M +877.5K (+12.7%) | 0.45% +0.002 pp | 2.94% +0.229 pp | USD284.25 -21.9% | 7 qtrs — |
| 47 | D. E. SHAW & CO., INC. | 33.8K -50.0K (-59.7%) | 7.51M -9.2M (-55.1%) | 0.44% -0.653 pp | 0.00% -0.005 pp | USD214.04 +3.7% | 8 qtrs — |
| 48 | SCHONFELD STRATEGIC ADVISORS LLC | 28.7K +28.7K (+100.0%) | 6.37M +6.4M (+100.0%) | 0.37% +0.370 pp | 0.03% +0.028 pp | USD222.03 +0.0% | 3 qtrs — |
| 49 | GOLDMAN SACHS GROUP INC | 27.4K +12.0K (+77.8%) | 6.08M +3.0M (+97.8%) | 0.35% +0.153 pp | 0.00% +0.000 pp | USD203.64 +9.0% | 16 qtrs — |
| 50 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 26.7K -3.4K (-11.3%) | 5.93M -79.8K (-1.3%) | 0.34% -0.047 pp | 0.02% -0.002 pp | USD203.08 +9.3% | 11 qtrs — |
| 51 | DIAMOND HILL CAPITAL MANAGEMENT INC | 26.5K +9.2K (+52.8%) | 5.89M +2.4M (+69.9%) | 0.34% +0.116 pp | 0.03% +0.014 pp | USD142.68 +55.6% | 19 qtrs — |
| 52 | CATALYST FINANCIAL PARTNERS LLC | 26.5K -2.0 (0.0%) | 5.87M +593.1K (+11.2%) | 0.34% -0.003 pp | 0.66% +0.018 pp | USD169.51 +31.0% | 11 qtrs — |
| 53 | NUVEEN, LLC | 25.0K -194.0 (-0.8%) | 5.55M +522.3K (+10.4%) | 0.32% -0.005 pp | 0.00% +0.000 pp | USD201.71 +10.1% | 4 qtrs — |
| 54 | HEALTHINVEST PARTNERS AB | 23.0K +— (+0.0%) | 5.10M +4.6M (+947.8%) | 0.30% -0.003 pp | 1.63% -0.178 pp | USD283.58 -21.7% | 7 qtrs — |
| 55 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 22.7K +— (+0.0%) | 5.04M +509.2K (+11.2%) | 0.29% -0.003 pp | 0.29% +0.032 pp | USD21.83 +917.1% | 52 qtrs — |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 22.2K +1.0K (+4.9%) | 4.93M +705.2K (+16.7%) | 0.29% +0.011 pp | 0.01% +0.001 pp | USD76.85 +188.9% | 37 qtrs — |
| 57 | NICHOLAS COMPANY, INC. | 20.8K +— (+0.0%) | 4.62M +466.6K (+11.2%) | 0.27% -0.002 pp | 0.08% +0.010 pp | USD42.47 +422.8% | 25 qtrs — |
| 58 | RHUMBLINE ADVISERS | 20.5K -1.3K (-6.1%) | 4.55M +191.9K (+4.4%) | 0.26% -0.020 pp | 0.00% +0.000 pp | USD138.67 +60.1% | 30 qtrs — |
| 59 | MONTRUSCO BOLTON INVESTMENTS INC. | 20.3K -11.8K (-36.8%) | 4.51M -1.9M (-29.7%) | 0.26% -0.156 pp | 0.06% -0.019 pp | USD244.16 -9.1% | 3 qtrs — |
| 60 | LEGAL & GENERAL GROUP PLC | 19.3K +504.0 (+2.7%) | 4.28M +529.4K (+14.1%) | 0.25% +0.004 pp | 0.00% +0.000 pp | USD182.64 +21.6% | 37 qtrs — |
| 61 | LPL FINANCIAL LLC | 19.0K +2.6K (+15.6%) | 4.23M +940.1K (+28.6%) | 0.25% +0.031 pp | 0.00% +0.000 pp | USD237.46 -6.5% | 10 qtrs — |
| 62 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18.3K +626.0 (+3.5%) | 4.06M +535.3K (+15.2%) | 0.24% +0.006 pp | 0.01% +0.002 pp | USD253.61 -12.5% | 9 qtrs — |
| 63 | CHATHAM CAPITAL GROUP, INC. | 17.7K +85.0 (+0.5%) | 3.94M +414.9K (+11.8%) | 0.23% -0.001 pp | 0.56% +0.054 pp | USD67.48 +229.0% | 25 qtrs — |
| 64 | WELLS FARGO & COMPANY/MN | 17.5K +5.0K (+39.7%) | 3.90M +1.4M (+55.4%) | 0.23% +0.063 pp | 0.00% +0.000 pp | USD193.52 +14.7% | 47 qtrs — |
| 65 | MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 17.2K -223.0 (-1.3%) | 3.81M +340.6K (+9.8%) | 0.22% -0.005 pp | 0.62% +0.075 pp | USD189.75 +17.0% | 10 qtrs — |
| 66 | STIFEL FINANCIAL CORP | 17.1K +3.6K (+26.8%) | 3.79M +1.1M (+41.1%) | 0.22% +0.045 pp | 0.00% +0.001 pp | USD227.59 -2.4% | 7 qtrs — |
| 67 | BRIDGE CITY CAPITAL, LLC | 16.9K -9.6K (-36.2%) | 3.76M -1.5M (-29.0%) | 0.22% -0.126 pp | 1.10% -0.309 pp | USD252.54 -12.1% | 7 qtrs — |
| 68 | GOTHAM ASSET MANAGEMENT, LLC | 16.7K +5.8K (+52.7%) | 3.72M +1.5M (+69.9%) | 0.22% +0.073 pp | 0.01% +0.004 pp | USD209.62 +5.9% | 3 qtrs — |
| 69 | — | 16.1K +16.1K (+100.0%) | 3.57M +3.6M (+100.0%) | 0.21% +0.208 pp | 0.07% +0.069 pp | USD222.03 +0.0% | 1 qtrs NEW |
| 70 | MOTLEY FOOL WEALTH MANAGEMENT, LLC | 16.1K -2.9K (-15.2%) | 3.57M -216.6K (-5.7%) | 0.21% -0.039 pp | 0.28% +0.020 pp | USD244.16 -9.1% | 3 qtrs — |
| 71 | JPMORGAN CHASE & CO | 15.7K +613.0 (+4.1%) | 3.49M +475.3K (+15.7%) | 0.20% +0.006 pp | 0.00% +0.000 pp | USD186.10 +19.3% | 37 qtrs — |
| 72 | JANE STREET GROUP, LLC | 15.2K +3.1K (+25.5%) | 3.38M +957.0K (+39.6%) | 0.20% +0.038 pp | 0.00% +0.000 pp | USD218.67 +1.5% | 14 qtrs — |
| 73 | MML INVESTORS SERVICES, LLC | 14.6K +1.9K (+14.7%) | 3.24M +699.4K (+27.5%) | 0.19% +0.023 pp | 0.01% +0.001 pp | USD219.48 +1.2% | 6 qtrs — |
| 74 | SWISS NATIONAL BANK | 14.4K +200.0 (+1.4%) | 3.20M +362.9K (+12.8%) | 0.19% +0.001 pp | 0.00% +0.000 pp | USD127.73 +73.8% | 13 qtrs — |
| 75 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 14.3K +7.7K (+116.6%) | 3.19M +1.9M (+141.0%) | 0.18% +0.099 pp | 0.05% +0.028 pp | USD211.68 +4.9% | 2 qtrs — |
| 76 | UBS ASSET MANAGEMENT AMERICAS INC | 13.8K +170.0 (+1.2%) | 3.06M +343.2K (+12.6%) | 0.18% +0.001 pp | 0.00% +0.000 pp | USD212.81 +4.3% | 13 qtrs — |
| 77 | AMERIPRISE FINANCIAL INC | 13.5K -732.0 (-5.2%) | 2.99M +156.1K (+5.5%) | 0.17% -0.011 pp | 0.00% +0.000 pp | USD174.82 +27.0% | 17 qtrs — |
| 78 | BARCLAYS PLC | 11.7K -1.2K (-9.3%) | 2.61M -1.5M (-36.4%) | 0.15% -0.017 pp | 0.00% 0.000 pp | USD268.99 -17.5% | 51 qtrs — |
| 79 | SEI INVESTMENTS CO | 10.8K +3.4K (+46.2%) | 2.39M +919.0K (+62.6%) | 0.14% +0.043 pp | 0.00% +0.001 pp | USD234.41 -5.3% | 14 qtrs — |
| 80 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10.7K -46.9K (-81.3%) | 2.39M -9.1M (-79.2%) | 0.14% -0.610 pp | 0.01% -0.030 pp | USD222.60 -0.3% | 4 qtrs — |
| 81 | FIRST TRUST ADVISORS LP | 10.7K -18.3K (-62.9%) | 2.39M -3.4M (-58.8%) | 0.14% -0.238 pp | 0.00% -0.003 pp | USD215.78 +2.9% | 9 qtrs — |
| 82 | JOHNSON INVESTMENT COUNSEL INC | 10.3K +840.0 (+8.9%) | 2.28M +398.0K (+21.1%) | 0.13% +0.010 pp | 0.02% +0.003 pp | USD242.35 -8.4% | 3 qtrs — |
| 83 | RICE HALL JAMES & ASSOCIATES, LLC | 10.1K -2.1K (-16.9%) | 2.24M -184.2K (-7.6%) | 0.13% -0.028 pp | 0.12% -0.009 pp | USD51.96 +327.3% | 22 qtrs — |
| 84 | FIRST NATIONAL BANK OF OMAHA | 10.0K -480.0 (-4.6%) | 2.21M +127.4K (+6.1%) | 0.13% -0.007 pp | 0.07% -0.066 pp | USD217.25 +2.2% | 5 qtrs — |
| 85 | FIRST NATIONAL ADVISERS, LLC | 9.8K -574.0 (-5.5%) | 2.18M +104.4K (+5.0%) | 0.13% -0.009 pp | 0.30% +0.018 pp | USD212.67 +4.4% | 5 qtrs — |
| 86 | MOTLEY FOOL ASSET MANAGEMENT LLC | 9.8K -1.3K (-11.4%) | 2.17M -30.9K (-1.4%) | 0.13% -0.017 pp | 0.08% -0.006 pp | USD198.54 +11.8% | 13 qtrs — |
| 87 | ALLIANCEBERNSTEIN L.P. | 9.3K +1.4K (+18.1%) | 2.06M +491.4K (+31.3%) | 0.12% +0.017 pp | 0.00% +0.000 pp | USD142.34 +56.0% | 17 qtrs — |
| 88 | B. METZLER SEEL. SOHN & CO. AG | 7.8K +3.3K (+72.5%) | 1.72M +823.7K (+91.8%) | 0.10% +0.041 pp | 0.02% +0.007 pp | USD186.81 +18.9% | 13 qtrs — |
| 89 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 7.7K -1.6K (-17.4%) | 1.71M -150.3K (-8.1%) | 0.10% -0.022 pp | 0.03% -0.001 pp | USD168.12 +32.1% | 10 qtrs — |
| 90 | TWO SIGMA INVESTMENTS, LP | 7.5K -6.7K (-47.1%) | 1.67M -1.2M (-41.2%) | 0.10% -0.088 pp | 0.00% -0.002 pp | USD205.64 +8.0% | 5 qtrs — |
| 91 | PRUDENTIAL FINANCIAL INC | 7.3K -451.0 (-5.8%) | 1.62M +73.2K (+4.7%) | 0.09% -0.007 pp | 0.00% +0.000 pp | USD197.06 +12.7% | 11 qtrs — |
| 92 | TRUIST FINANCIAL CORP | 7.1K +161.0 (+2.3%) | 1.57M +190.9K (+13.8%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD211.17 +5.1% | 5 qtrs — |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 7.1K -7.0 (-0.1%) | 1.57M +157.3K (+11.1%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD95.00 +133.7% | 39 qtrs — |
| 94 | CETERA INVESTMENT ADVISERS | 6.9K +645.0 (+10.3%) | 1.53M +283.5K (+22.7%) | 0.09% +0.008 pp | 0.00% +0.000 pp | USD210.68 +5.4% | 5 qtrs — |
| 95 | LEVEL FOUR ADVISORY SERVICES, LLC | 6.4K -1.6K (-19.6%) | 1.42M -168.4K (-10.6%) | 0.08% -0.021 pp | 0.05% -0.008 pp | USD210.28 +5.6% | 5 qtrs — |
| 96 | DEUTSCHE BANK AG\ | 6.3K +374.0 (+6.3%) | 1.41M +216.7K (+18.2%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD192.00 +15.6% | 50 qtrs — |
| 97 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6.2K -6.1K (-49.6%) | 1.38M -1.1M (-43.9%) | 0.08% -0.080 pp | 0.00% 0.000 pp | USD245.79 -9.7% | 12 qtrs — |
| 98 | OAK RIDGE INVESTMENTS LLC | 6.0K -3.2K (-35.0%) | 1.34M -512.4K (-27.7%) | 0.08% -0.043 pp | 0.08% -0.039 pp | USD281.58 -21.1% | 6 qtrs — |
| 99 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 5.7K -480.0 (-7.8%) | 1.26M +31.0K (+2.5%) | 0.07% -0.007 pp | 0.06% -0.003 pp | USD205.41 +8.1% | 4 qtrs — |
| 100 | KORNITZER CAPITAL MANAGEMENT INC /KS | 5.5K +748.0 (+15.7%) | 1.23M +273.2K (+28.7%) | 0.07% +0.009 pp | 0.03% +0.006 pp | USD233.09 -4.7% | 3 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Motley Fool Small-Cap Growth ETF TMFS | 3.31% | 2.09M | 0.85% |
| 2 | Congress SMID Growth ETF CSMD | 2.34% | 11.09M | 0.68% |
| 3 | State Street SPDR S&P Health Care Equipment ETF XHE | 1.60% | 2.43M | 0.35% |
| 4 | Neuberger Berman Small-Mid Cap ETF NBSM | 1.16% | 1.32M | 0.75% |
| 5 | Acuitas Small Cap Active ETF AIMS | 0.91% | 678.4K | 0.75% |
| 6 | Invesco S&P SmallCap Health Care ETF PSCH | 0.80% | 1.31M | 0.29% |
| 7 | American Century Small Cap Growth Insights ETF ACSG | 0.50% | 127.2K | 0.49% |
| 8 | Invesco S&P SmallCap 600 Revenue ETF RZG | 0.42% | 605.6K | 0.35% |
| 9 | Principal U.S. Small-Cap Multi-Factor ETF PSC | 0.22% | 2.81M | 0.38% |
| 10 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.21% | 1.26M | 0.29% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-11 | OBERDORF THOMAS | Director | M-Exempt | A | Common Stock, $.01 Par Value | 2,864 | 22.02 | 63.1K | 12,417 | D | ↗ |
| 2026-03-02 | ROCK MITCHELL | Officer | F-InKind | D | Common Stock, $.01 Par Value | 2,513 | 204.30 | 513.4K | 36,220 | D | ↗ |
| 2026-03-02 | Litterio Christopher P. | Officer | F-InKind | D | Common Stock, $.01 Par Value | 815 | 204.30 | 166.5K | 11,977 | D | ↗ |
| 2026-03-02 | LATAILLE RONALD J | Officer | F-InKind | D | Common Stock, $.01 Par Value | 2,677 | 204.30 | 546.9K | 15,898 | D | ↗ |
| 2026-03-02 | Holt Jason | Officer | F-InKind | D | Common Stock, $.01 Par Value | 478 | 204.30 | 97.7K | 8,978 | D | ↗ |
| 2026-03-02 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 9,422 | 204.30 | 1.92M | 170,163 | D | ↗ |
| 2026-02-10 | ROCK MITCHELL | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,270 | 0.00 | — | 38,733 | D | ↗ |
| 2026-02-10 | Litterio Christopher P. | Officer | A-Award | A | Common Stock, $.01 Par Value | 821 | 0.00 | — | 11,577 | D | ↗ |
| 2026-02-10 | LATAILLE RONALD J | Officer | A-Award | A | Common Stock, $.01 Par Value | 2,463 | 0.00 | — | 15,460 | D | ↗ |
| 2026-02-10 | Holt Jason | Officer | A-Award | A | Common Stock, $.01 Par Value | 657 | 0.00 | — | 8,335 | D | ↗ |
| 2026-02-10 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 7,428 | 0.00 | — | 160,524 | D | ↗ |
| 2025-12-19 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 1,744 | 0.00 | — | 153,984 | D | ↗ |
| 2025-12-10 | Holt Jason | Officer | S-Sale | D | Common Stock, $.01 Par Value | 100 | 213.58 | 21.4K | 7,678 | D | ↗ |
| 2025-11-25 | Holt Jason | Officer | G-Gift | D | Common Stock, $.01 Par Value | 70 | 221.78 | 15.5K | 7,778 | D | ↗ |
| 2025-11-06 | Litterio Christopher P. | Officer | S-Sale | D | Common Stock, $.01 Par Value | 94 | 225.19 | 21.2K | 11,791 | D | ↗ |
| 2025-09-05 | CROTEAU DANIEL C | Director | S-Sale | D | Common Stock, $.01 Par Value | 1,000 | 206.05 | 206.0K | 2,728 | D | ↗ |
| 2025-08-07 | CROTEAU DANIEL C | Director | M-Exempt | A | Common Stock, $.01 Par Value | 1,318 | 22.36 | 29.5K | 3,728 | D | ↗ |
| 2025-06-04 | OBERDORF THOMAS | Director | A-Award | A | Common Stock, $.01 Par Value | 625 | 0.00 | — | 9,553 | D | ↗ |
| 2025-06-04 | KOZIN MARC D | Director | A-Award | A | Common Stock, $.01 Par Value | 625 | 0.00 | — | 27,310 | D | ↗ |
| 2025-06-04 | Hudson Symeria | Director | A-Award | A | Common Stock, $.01 Par Value | 625 | 0.00 | — | 1,153 | D | ↗ |
| 2025-06-04 | Hassett Joseph | Director | A-Award | A | Common Stock, $.01 Par Value | 625 | 0.00 | — | 1,800 | D | ↗ |
| 2025-06-04 | FELDMANN CYNTHIA L | Director | A-Award | A | Common Stock, $.01 Par Value | 625 | 0.00 | — | 4,674 | D | ↗ |
| 2025-06-04 | CROTEAU DANIEL C | Director | A-Award | A | Common Stock, $.01 Par Value | 625 | 0.00 | — | 2,410 | D | ↗ |
| 2025-05-12 | OBERDORF THOMAS | Director | M-Exempt | A | Common Stock, $.01 Par Value | 2,921 | 19.97 | 58.3K | 8,928 | D | ↗ |
| 2025-05-08 | Litterio Christopher P. | Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,429 | 220.08 | 314.5K | 12,629 | D | ↗ |
| 2025-03-03 | ROCK MITCHELL | Officer | F-InKind | D | Common Stock, $.01 Par Value | 2,523 | 215.24 | 543.1K | 33,000 | D | ↗ |
| 2025-03-03 | Litterio Christopher P. | Officer | F-InKind | D | Common Stock, $.01 Par Value | 921 | 215.24 | 198.2K | 14,058 | D | ↗ |
| 2025-03-03 | LATAILLE RONALD J | Officer | F-InKind | D | Common Stock, $.01 Par Value | 2,034 | 215.24 | 437.8K | 12,997 | D | ↗ |
| 2025-03-03 | Holt Jason | Officer | F-InKind | D | Common Stock, $.01 Par Value | 462 | 215.24 | 99.4K | 7,848 | D | ↗ |
| 2025-03-03 | Cardin Steve | Officer | F-InKind | D | Common Stock, $.01 Par Value | 623 | 215.24 | 134.1K | 5,623 | D | ↗ |
| 2025-03-03 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 9,805 | 215.24 | 2.11M | 152,240 | D | ↗ |
| 2025-02-28 | FELDMANN CYNTHIA L | Director | M-Exempt | A | Common Stock, $.01 Par Value | 2,756 | 38.61 | 106.4K | 6,805 | D | ↗ |
| 2025-02-27 | LATAILLE RONALD J | Officer | P-Purchase | A | Common Stock, $.01 Par Value | 400 | 229.09 | 91.6K | 15,031 | D | ↗ |
| 2025-02-27 | CROTEAU DANIEL C | Director | S-Sale | D | Common Stock, $.01 Par Value | 758 | 229.44 | 173.9K | 2,943 | D | ↗ |
| 2025-02-11 | ROCK MITCHELL | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,817 | 0.00 | — | 35,523 | D | ↗ |
| 2025-02-11 | Litterio Christopher P. | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,272 | 0.00 | — | 14,979 | D | ↗ |
| 2025-02-11 | LATAILLE RONALD J | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,817 | 0.00 | — | 14,631 | D | ↗ |
| 2025-02-11 | Holt Jason | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,018 | 0.00 | — | 8,310 | D | ↗ |
| 2025-02-11 | Cardin Steve | Officer | A-Award | A | Common Stock, $.01 Par Value | 636 | 0.00 | — | 6,246 | D | ↗ |
| 2025-02-11 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 11,515 | 0.00 | — | 162,045 | D | ↗ |
| 2024-12-20 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 806 | 252.85 | 203.8K | 140,390 | D | ↗ |
| 2024-11-13 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 1 | 348.86 | 348.86 | 28,706 | I | ↗ |
| 2024-11-12 | Holt Jason | Officer | S-Sale | D | Common Stock, $.01 Par Value | 146 | 342.69 | 50.0K | 6,721 | D | ↗ |
| 2024-11-12 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 259 | 353.33 | 91.5K | 31,194 | I | ↗ |
| 2024-11-11 | Hudson Symeria | Director | S-Sale | D | Common Stock, $.01 Par Value | 641 | 344.02 | 220.5K | 528 | D | ↗ |
| 2024-11-11 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 37 | 349.68 | 12.9K | 43,727 | I | ↗ |
| 2024-11-08 | FELDMANN CYNTHIA L | Director | S-Sale | D | Common Stock, $.01 Par Value | 647 | 352.30 | 227.9K | 4,049 | D | ↗ |
| 2024-11-08 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 757 | 345.13 | 261.3K | 68,386 | I | ↗ |
| 2024-09-06 | KOZIN MARC D | Director | G-Gift | D | Common Stock, $.01 Par Value | 1,500 | 0.00 | — | 26,685 | D | ↗ |
| 2024-08-23 | LATAILLE RONALD J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 783 | 329.12 | 257.7K | 39,242 | — | ↗ |
| 2024-08-21 | LATAILLE RONALD J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 980 | 329.57 | 323.0K | 45,150 | — | ↗ |
| 2024-08-20 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 4,991 | 328.03 | 1.64M | 69,143 | — | ↗ |
| 2024-08-19 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 5,910 | 328.20 | 1.94M | 74,134 | — | ↗ |
| 2024-08-16 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 3,298 | 326.65 | 1.08M | 80,723 | — | ↗ |
| 2024-08-15 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 470 | 315.23 | 148.2K | 114,387 | — | ↗ |
| 2024-08-14 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 116 | 317.25 | 36.8K | 114,857 | — | ↗ |
| 2024-08-13 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 4,484 | 310.21 | 1.39M | 134,857 | — | ↗ |
| 2024-08-12 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,083 | 310.36 | 336.1K | 139,341 | — | ↗ |
| 2024-08-09 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 3,546 | 310.37 | 1.10M | 140,424 | — | ↗ |
| 2024-08-08 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 2,806 | 311.30 | 873.5K | 144,070 | — | ↗ |
| 2024-08-06 | LATAILLE RONALD J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 8,000 | 300.00 | 2.40M | 49,596 | — | ↗ |
| 2024-08-02 | LATAILLE RONALD J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 348 | 318.71 | 110.9K | 58,846 | — | ↗ |
| 2024-06-05 | OBERDORF THOMAS | Director | A-Award | A | Stock Option (Right to Buy) | 493 | 260.92 | 128.6K | 493 | — | ↗ |
| 2024-06-05 | KOZIN MARC D | Director | A-Award | A | Stock Option (Right to Buy) | 493 | 260.92 | 128.6K | 493 | — | ↗ |
| 2024-06-05 | Hudson Symeria | Director | A-Award | A | Stock Option (Right to Buy) | 493 | 260.92 | 128.6K | 493 | — | ↗ |
| 2024-06-05 | Hassett Joseph | Director | A-Award | A | Common Stock, $.01 Par Value | 230 | 0.00 | — | 1,175 | — | ↗ |
| 2024-06-05 | FELDMANN CYNTHIA L | Director | A-Award | A | Common Stock, $.01 Par Value | 230 | 0.00 | — | 4,696 | — | ↗ |
| 2024-06-05 | CROTEAU DANIEL C | Director | A-Award | A | Stock Option (Right to Buy) | 493 | 260.92 | 128.6K | 493 | — | ↗ |
| 2024-04-25 | OBERDORF THOMAS | Director | M-Exempt | D | Stock Option (Right to Buy) | 2,088 | 25.04 | 52.3K | 0 | — | ↗ |
| 2024-03-26 | BAILLY R JEFFREY | Director / Officer | G-Gift | D | Common Stock, $.01 Par Value | 154,857 | 0.00 | — | 139,614 | — | ↗ |
| 2024-03-13 | Cardin Steve | Officer | S-Sale | D | Common Stock, $.01 Par Value | 604 | 198.00 | 119.6K | 5,039 | — | ↗ |
| 2024-03-01 | ROCK MITCHELL | Officer | F-InKind | D | Common Stock, $.01 Par Value | 3,223 | 216.80 | 698.7K | 29,191 | — | ↗ |
| 2024-03-01 | Litterio Christopher P. | Officer | F-InKind | D | Common Stock, $.01 Par Value | 1,504 | 216.80 | 326.1K | 12,830 | — | ↗ |
| 2024-03-01 | LATAILLE RONALD J | Officer | G-Gift | A | Common Stock, $.01 Par Value | 3,891 | 0.00 | — | 59,194 | — | ↗ |
| 2024-03-01 | Holt Jason | Officer | F-InKind | D | Common Stock, $.01 Par Value | 649 | 216.80 | 140.7K | 6,867 | — | ↗ |
| 2024-03-01 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 10,581 | 216.80 | 2.29M | 294,471 | — | ↗ |
| 2024-02-23 | Litterio Christopher P. | Officer | S-Sale | D | Common Stock, $.01 Par Value | 888 | 208.14 | 184.8K | 15,020 | — | ↗ |
| 2024-02-23 | FELDMANN CYNTHIA L | Director | M-Exempt | D | Stock Option (Right to Buy) | 1,724 | 31.20 | 53.8K | 0 | — | ↗ |
| 2024-02-23 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 2,377 | 207.80 | 493.9K | 24,713 | — | ↗ |
| 2024-02-06 | ROCK MITCHELL | Officer | A-Award | A | Common Stock, $.01 Par Value | 2,761 | 0.00 | — | 29,847 | — | ↗ |
| 2024-02-06 | Litterio Christopher P. | Officer | A-Award | A | Common Stock, $.01 Par Value | 896 | 0.00 | — | 16,334 | — | ↗ |
| 2024-02-06 | LATAILLE RONALD J | Officer | A-Award | A | Common Stock, $.01 Par Value | 2,761 | 0.00 | — | 13,447 | — | ↗ |
| 2024-02-06 | Holt Jason | Officer | A-Award | A | Common Stock, $.01 Par Value | 807 | 0.00 | — | 6,932 | — | ↗ |
| 2024-02-06 | Cardin Steve | Officer | A-Award | A | Common Stock, $.01 Par Value | 584 | 0.00 | — | 6,700 | — | ↗ |
| 2024-02-06 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 5,175 | 0.00 | — | 305,052 | — | ↗ |
| 2023-12-26 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 2,247 | 0.00 | — | 287,044 | — | ↗ |
| 2023-12-15 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 15,162 | 178.53 | 2.71M | 29,217 | — | ↗ |
| 2023-12-14 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 2,296 | 182.39 | 418.8K | 50,123 | — | ↗ |
| 2023-11-30 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,746 | 171.01 | 298.6K | 70,378 | — | ↗ |
| 2023-11-29 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 1 | 173.00 | 173.00 | 72,124 | — | ↗ |
| 2023-11-27 | Mehalik Daniella | Officer | — | D | Common Stock, $.01 Par Value | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-11-27 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 45 | 173.00 | 7.8K | 72,125 | — | ↗ |
| 2023-11-24 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 2,775 | 173.06 | 480.2K | 72,170 | — | ↗ |
| 2023-11-22 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 10,030 | 173.34 | 1.74M | 80,224 | — | ↗ |
| 2023-11-21 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,300 | 175.16 | 227.7K | 90,254 | — | ↗ |
| 2023-11-10 | LATAILLE RONALD J | Officer | P-Purchase | D | Common Stock, $.01 Par Value | 180 | 139.01 | 25.0K | 55,303 | — | ↗ |
| 2023-11-09 | ROCK MITCHELL | Officer | P-Purchase | A | Common Stock, $.01 Par Value | 198 | 139.00 | 27.5K | 27,086 | — | ↗ |
| 2023-09-28 | Holt Jason | Officer | S-Sale | D | Common Stock, $.01 Par Value | 400 | 156.57 | 62.6K | 6,125 | — | ↗ |
| 2023-09-01 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,874 | 176.06 | 329.9K | 91,554 | — | ↗ |
| 2023-08-31 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 11,656 | 176.01 | 2.05M | 93,428 | — | ↗ |
| 2023-08-30 | BAILLY R JEFFREY | Director / Officer | S-Sale | D | Common Stock, $.01 Par Value | 387 | 176.54 | 68.3K | 108,305 | — | ↗ |
| 2023-06-07 | OBERDORF THOMAS | Director | A-Award | A | Common Stock, $.01 Par Value | 298 | 0.00 | — | 3,689 | — | ↗ |
| 2023-06-07 | KOZIN MARC D | Director | A-Award | A | Stock Option (Right to Buy) | 703 | 167.98 | 118.1K | 703 | — | ↗ |
| 2023-06-07 | Hudson Symeria | Director | A-Award | A | Common Stock, $.01 Par Value | 298 | 0.00 | — | 945 | — | ↗ |
| 2023-06-07 | Hassett Joseph | Director | A-Award | A | Stock Option (Right to Buy) | 703 | 167.98 | 118.1K | 703 | — | ↗ |
| 2023-06-07 | FELDMANN CYNTHIA L | Director | A-Award | A | Stock Option (Right to Buy) | 703 | 167.98 | 118.1K | 703 | — | ↗ |
| 2023-06-07 | CROTEAU DANIEL C | Director | A-Award | A | Common Stock, $.01 Par Value | 298 | 0.00 | — | 8,401 | — | ↗ |
| 2023-05-23 | FELDMANN CYNTHIA L | Director | S-Sale | D | Common Stock, $.01 Par Value | 904 | 154.37 | 139.6K | 4,536 | — | ↗ |
| 2023-05-10 | Litterio Christopher P. | Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,182 | 146.44 | 173.1K | 14,656 | — | ↗ |
| 2023-05-09 | LATAILLE RONALD J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 7,354 | 142.06 | 1.04M | 55,123 | — | ↗ |
| 2023-05-08 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 5,239 | 141.63 | 742.0K | 5,352 | — | ↗ |
| 2023-05-05 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 8,334 | 141.32 | 1.18M | 17,430 | — | ↗ |
| 2023-05-04 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 600 | 143.12 | 85.9K | 25,764 | — | ↗ |
| 2023-05-04 | LATAILLE RONALD J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 2,324 | 147.25 | 342.2K | 62,477 | — | ↗ |
| 2023-04-26 | OBERDORF THOMAS | Director | M-Exempt | A | Common Stock, $.01 Par Value | 1,227 | 19.08 | 23.4K | 29,964 | — | ↗ |
| 2023-03-13 | Cardin Steve | Officer | S-Sale | D | Common Stock, $.01 Par Value | 311 | 196.50 | 61.1K | 5,643 | — | ↗ |
| 2023-03-10 | KOZIN MARC D | Director | G-Gift | D | Common Stock, $.01 Par Value | 1,000 | 0.00 | — | 27,657 | — | ↗ |
| 2023-03-01 | ROCK MITCHELL | Officer | F-InKind | D | Common Stock, $.01 Par Value | 3,226 | 117.96 | 380.5K | 26,888 | — | ↗ |
| 2023-03-01 | Litterio Christopher P. | Officer | F-InKind | D | Common Stock, $.01 Par Value | 1,488 | 117.96 | 175.5K | 15,838 | — | ↗ |
| 2023-03-01 | LATAILLE RONALD J | Officer | F-InKind | D | Common Stock, $.01 Par Value | 3,226 | 117.96 | 380.5K | 14,990 | — | ↗ |
| 2023-03-01 | Holt Jason | Officer | F-InKind | D | Common Stock, $.01 Par Value | 558 | 117.96 | 65.8K | 6,525 | — | ↗ |
| 2023-03-01 | Cardin Steve | Officer | F-InKind | D | Common Stock, $.01 Par Value | 640 | 117.96 | 75.5K | 5,309 | — | ↗ |
| 2023-03-01 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 9,117 | 117.96 | 1.08M | 284,797 | — | ↗ |
| 2023-02-14 | ROCK MITCHELL | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,158 | 0.00 | — | 27,353 | — | ↗ |
| 2023-02-14 | Litterio Christopher P. | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,224 | 0.00 | — | 17,326 | — | ↗ |
| 2023-02-14 | LATAILLE RONALD J | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,158 | 0.00 | — | 15,455 | — | ↗ |
| 2023-02-14 | Holt Jason | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,008 | 0.00 | — | 6,276 | — | ↗ |
| 2023-02-14 | Cardin Steve | Officer | A-Award | A | Common Stock, $.01 Par Value | 579 | 0.00 | — | 4,134 | — | ↗ |
| 2023-02-14 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 7,766 | 111.54 | 866.2K | 7,766 | — | ↗ |
| 2023-02-06 | Cardin Steve | Officer | A-Award | A | Common Stock, $.01 Par Value | 807 | 0.00 | — | 6,116 | — | ↗ |
| 2022-12-15 | BAILLY R JEFFREY | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,494 | 0.00 | — | 274,349 | — | ↗ |
| 2022-11-22 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 9,154 | 117.29 | 1.07M | 29,755 | — | ↗ |
| 2022-11-21 | BAILLY R JEFFREY | Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,984 | 116.57 | 231.3K | 117,822 | — | ↗ |
| 2022-11-18 | BAILLY R JEFFREY | Officer | S-Sale | D | Common Stock, $.01 Par Value | 28,191 | 115.59 | 3.26M | 123,469 | — | ↗ |
| 2022-11-17 | BAILLY R JEFFREY | Officer | S-Sale | D | Common Stock, $.01 Par Value | 9,002 | 116.16 | 1.05M | 161,889 | — | ↗ |
| 2022-11-16 | BAILLY R JEFFREY | Officer | S-Sale | D | Common Stock, $.01 Par Value | 989 | 116.57 | 115.3K | 170,891 | — | ↗ |
| 2022-11-15 | BAILLY R JEFFREY | Officer | S-Sale | D | Common Stock, $.01 Par Value | 395 | 117.85 | 46.6K | 171,880 | — | ↗ |
| 2022-11-08 | BAILLY R JEFFREY | Officer | S-Sale | D | Common Stock, $.01 Par Value | 8,633 | 115.90 | 1.00M | 184,929 | — | ↗ |
| 2022-11-07 | BAILLY R JEFFREY | Officer | G-Gift | D | Common Stock, $.01 Par Value | 8,633 | 0.00 | — | 270,855 | — | ↗ |
| 2022-11-04 | LATAILLE RONALD J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 6,617 | 108.16 | 715.7K | 64,616 | — | ↗ |
| 2022-11-04 | BAILLY R JEFFREY | Officer | G-Gift | D | Common Stock, $.01 Par Value | 184,929 | 0.00 | — | 279,488 | — | ↗ |
| 2022-08-26 | Litterio Christopher P. | Officer | S-Sale | D | Common Stock, $.01 Par Value | 5,500 | 95.90 | 527.5K | 14,624 | — | ↗ |
| 2022-06-08 | OBERDORF THOMAS | Director | A-Award | A | Stock Option (Right to Buy) | 1,646 | 77.28 | 127.2K | 1,646 | — | ↗ |
| 2022-06-08 | KOZIN MARC D | Director | A-Award | A | Stock Option (Right to Buy) | 1,646 | 77.28 | 127.2K | 1,646 | — | ↗ |
| 2022-06-08 | Hudson Symeria | Director | — | D | Common Stock, $.01 Par Value | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-08 | Hassett Joseph | Director | — | D | Common Stock, $.01 Par Value | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-08 | FELDMANN CYNTHIA L | Director | A-Award | A | Common Stock, $.01 Par Value | 647 | 0.00 | — | 4,168 | — | ↗ |
| 2022-06-08 | CROTEAU DANIEL C | Director | A-Award | A | Common Stock, $.01 Par Value | 647 | 0.00 | — | 8,103 | — | ↗ |
| 2022-06-03 | Cardin Steve | Officer | F-InKind | D | Common Stock, $.01 Par Value | 49 | 78.69 | 3.9K | 3,555 | — | ↗ |
| 2022-05-23 | OBERDORF THOMAS | Director | M-Exempt | A | Common Stock, $.01 Par Value | 1,295 | 16.32 | 21.1K | 43,423 | — | ↗ |
| 2022-03-01 | ROCK MITCHELL | Officer | F-InKind | D | Common Stock, $.01 Par Value | 2,941 | 67.00 | 197.0K | 24,195 | — | ↗ |
| 2022-03-01 | Litterio Christopher P. | Officer | F-InKind | D | Common Stock, $.01 Par Value | 1,663 | 67.00 | 111.4K | 14,624 | — | ↗ |
| 2022-03-01 | LATAILLE RONALD J | Officer | F-InKind | D | Common Stock, $.01 Par Value | 2,940 | 67.00 | 197.0K | 16,169 | — | ↗ |
| 2022-03-01 | Holt Jason | Officer | F-InKind | D | Common Stock, $.01 Par Value | 557 | 67.00 | 37.3K | 5,268 | — | ↗ |
| 2022-03-01 | Cardin Steve | Officer | F-InKind | D | Common Stock, $.01 Par Value | 394 | 67.00 | 26.4K | 3,604 | — | ↗ |
| 2022-03-01 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 7,368 | 67.00 | 493.7K | 464,417 | — | ↗ |
| 2022-02-15 | ROCK MITCHELL | Officer | A-Award | A | Common Stock, $.01 Par Value | 2,971 | 0.00 | — | 23,978 | — | ↗ |
| 2022-02-15 | Litterio Christopher P. | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,463 | 0.00 | — | 14,809 | — | ↗ |
| 2022-02-15 | LATAILLE RONALD J | Officer | A-Award | A | Common Stock, $.01 Par Value | 2,971 | 0.00 | — | 15,951 | — | ↗ |
| 2022-02-15 | Holt Jason | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,019 | 0.00 | — | 4,818 | — | ↗ |
| 2022-02-15 | Cardin Steve | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,007 | 0.00 | — | 3,998 | — | ↗ |
| 2022-02-15 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 9,754 | 0.00 | — | 464,710 | — | ↗ |
| 2021-12-31 | SHAW DANIEL J | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-20 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 6,178 | 0.00 | — | 457,696 | — | ↗ |
| 2021-12-17 | Holt Jason | Officer | F-InKind | D | Common Stock, $.01 Par Value | 78 | 66.87 | 5.2K | 3,799 | — | ↗ |
| 2021-06-09 | Quinn Lucia Luce | Director | A-Award | A | Stock Option (Right to Buy) | 1,786 | 57.34 | 102.4K | 1,786 | — | ↗ |
| 2021-06-09 | Pierce Robert W Jr | Director | A-Award | A | Stock Option (Right to Buy) | 1,786 | 57.34 | 102.4K | 1,786 | — | ↗ |
| 2021-06-09 | OBERDORF THOMAS | Director | A-Award | A | Common Stock, $.01 Par Value | 610 | 0.00 | — | 42,128 | — | ↗ |
| 2021-06-09 | KOZIN MARC D | Director | A-Award | A | Stock Option (Right to Buy) | 1,786 | 57.34 | 102.4K | 1,786 | — | ↗ |
| 2021-06-09 | Holt Jason | Officer | — | D | Common Stock, $.01 Par Value | 0 | 0.00 | — | 3,354 | — | ↗ |
| 2021-06-09 | FELDMANN CYNTHIA L | Director | A-Award | A | Stock Option (Right to Buy) | 1,786 | 57.34 | 102.4K | 1,786 | — | ↗ |
| 2021-06-09 | Cardin Steve | Officer | — | D | Common Stock, $.01 Par Value | 0 | 0.00 | — | 1,449 | — | ↗ |
| 2021-06-09 | CROTEAU DANIEL C | Director | A-Award | A | Stock Option (Right to Buy) | 1,786 | 57.34 | 102.4K | 1,786 | — | ↗ |
| 2021-05-25 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 3,037 | 54.24 | 164.7K | 42,218 | — | ↗ |
| 2021-05-24 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 6,360 | 55.66 | 354.0K | 45,255 | — | ↗ |
| 2021-05-11 | CROTEAU DANIEL C | Director | P-Purchase | A | Common Stock, $.01 Par Value | 415 | 55.86 | 23.2K | 6,846 | — | ↗ |
| 2021-05-10 | CROTEAU DANIEL C | Director | P-Purchase | A | Common Stock, $.01 Par Value | 1,400 | 54.98 | 77.0K | 6,431 | — | ↗ |
| 2021-05-06 | CROTEAU DANIEL C | Director | P-Purchase | A | Common Stock, $.01 Par Value | 935 | 53.35 | 49.9K | 5,031 | — | ↗ |
| 2021-04-30 | OBERDORF THOMAS | Director | M-Exempt | A | Common Stock, $.01 Par Value | 2,058 | 16.17 | 33.3K | 51,615 | — | ↗ |
| 2021-04-09 | Litterio Christopher P. | Officer | M-Exempt | D | Stock Option (Right to Buy) | 4,500 | 28.70 | 129.2K | 5,500 | — | ↗ |
| 2021-03-12 | Litterio Christopher P. | Officer | S-Sale | D | Common Stock, $.01 Par Value | 870 | 50.02 | 43.5K | 8,846 | — | ↗ |
| 2021-03-08 | KOZIN MARC D | Director | S-Sale | D | Common Stock, $.01 Par Value | 500 | 50.66 | 25.3K | 40,900 | — | ↗ |
| 2021-03-01 | SHAW DANIEL J | Officer | F-InKind | D | Common Stock, $.01 Par Value | 998 | 52.47 | 52.4K | 12,090 | — | ↗ |
| 2021-03-01 | ROCK MITCHELL | Officer | F-InKind | D | Common Stock, $.01 Par Value | 2,014 | 52.47 | 105.7K | 21,007 | — | ↗ |
| 2021-03-01 | Litterio Christopher P. | Officer | F-InKind | D | Common Stock, $.01 Par Value | 1,117 | 52.47 | 58.6K | 9,716 | — | ↗ |
| 2021-03-01 | LATAILLE RONALD J | Officer | G-Gift | A | Common Stock, $.01 Par Value | 3,171 | 0.00 | — | 67,361 | — | ↗ |
| 2021-03-01 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 5,810 | 52.47 | 304.9K | 451,518 | — | ↗ |
| 2021-02-22 | SHAW DANIEL J | Officer | A-Award | A | Common Stock, $.01 Par Value | 814 | 0.00 | — | 13,088 | — | ↗ |
| 2021-02-22 | ROCK MITCHELL | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,307 | 0.00 | — | 23,021 | — | ↗ |
| 2021-02-22 | Litterio Christopher P. | Officer | A-Award | A | Common Stock, $.01 Par Value | 1,628 | 0.00 | — | 10,833 | — | ↗ |
| 2021-02-22 | LATAILLE RONALD J | Officer | A-Award | A | Common Stock, $.01 Par Value | 3,307 | 0.00 | — | 18,162 | — | ↗ |
| 2021-02-22 | BAILLY R JEFFREY | Director / Officer | A-Award | A | Common Stock, $.01 Par Value | 5,427 | 0.00 | — | 457,328 | — | ↗ |
| 2020-12-17 | BAILLY R JEFFREY | Director / Officer | F-InKind | D | Common Stock, $.01 Par Value | 3,834 | 46.27 | 177.4K | 451,901 | — | ↗ |
| 2020-12-03 | ROCK MITCHELL | Officer | G-Gift | D | Common Stock, $.01 Par Value | 587 | 0.00 | — | 19,714 | — | ↗ |
| 2020-09-10 | SHAW DANIEL J | Officer | S-Sale | D | Common Stock, $.01 Par Value | 7,759 | 40.80 | 316.6K | 12,274 | — | ↗ |
| 2020-08-21 | ROCK MITCHELL | Officer | S-Sale | D | Common Stock, $.01 Par Value | 8,808 | 42.66 | 375.7K | 20,301 | — | ↗ |
| 2020-08-20 | ROCK MITCHELL | Officer | S-Sale | D | Common Stock, $.01 Par Value | 1,208 | 43.02 | 52.0K | 29,109 | — | ↗ |
| 2020-08-14 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 2,411 | 43.34 | 104.5K | 49,557 | — | ↗ |
| 2020-08-13 | OBERDORF THOMAS | Director | S-Sale | D | Common Stock, $.01 Par Value | 7,589 | 43.86 | 332.9K | 51,968 | — | ↗ |
| 2020-06-10 | Quinn Lucia Luce | Director | A-Award | A | Stock Option (Right to Buy) | 2,482 | 43.95 | 109.1K | 2,482 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | R. Jeffrey Bailly Chief Executive Officer | 789.0K | — | 5.38M | — | 1.26M | 221.0K | 7.65M | 70.31% | ↗ |
| 2 | 2025 | Mitchell C. Rock President | 525.0K | — | 1.65M | — | 388.7K | 34.3K | 2.60M | 63.51% | ↗ |
| 3 | 2025 | Ronald J. Lataille Senior Vice President, Treasurer, and Chief Financial Officer | 485.0K | — | 1.65M | — | 351.0K | 34.3K | 2.52M | 65.47% | ↗ |
| 4 | 2025 | Christopher P. Litterio General Counsel, Secretary, and Senior Vice President of Human Resources | 385.0K | — | 550.0K | — | 221.4K | 32.5K | 1.19M | 46.26% | ↗ |
| 5 | 2025 | Jason Holt Senior Vice President | 352.0K | — | 440.0K | — | 159.2K | 29.6K | 980.8K | 44.86% | ↗ |
| 6 | 2024 | R. Jeffrey Bailly Chief Executive Officer | 705.0K | — | 3.03M | — | 1.41M | 136.5K | 5.28M | 57.33% | ↗ |
| 7 | 2024 | Mitchell C. Rock President | 500.0K | — | 871.1K | — | 386.8K | 36.4K | 1.79M | 48.55% | ↗ |
| 8 | 2024 | Ronald J. Lataille Senior Vice President, Treasurer, and Chief Financial Officer | 460.0K | — | 741.4K | — | 354.1K | 36.8K | 1.59M | 46.56% | ↗ |
| 9 | 2024 | Christopher P. Litterio General Counsel, Secretary, and Senior Vice President of Human Resources | 370.0K | — | 303.9K | — | 233.3K | 32.3K | 939.4K | 32.35% | ↗ |
| 10 | 2024 | Jason Holt Senior Vice President | 338.0K | — | 198.0K | — | 178.5K | 29.4K | 743.9K | 26.61% | ↗ |
| 11 | 2024 | Jason Holt Vice President and Chief Commercial Officer | 338.0K | — | 198.0K | — | 178.5K | 29.4K | 743.9K | 26.61% | ↗ |
| 12 | 2023 | R. Jeffrey Bailly President, Chief Executive Officer | 680.0K | — | 2.76M | — | 1.36M | 130.1K | 4.93M | 55.99% | ↗ |
| 13 | 2023 | R. Jeffrey Bailly Chief Executive Officer | 680.0K | — | 2.76M | — | 1.36M | 130.1K | 4.93M | 55.99% | ↗ |
| 14 | 2023 | Ronald J. Lataille Senior Vice President, Treasurer, and Chief Financial Officer | 440.0K | — | 616.0K | — | 376.4K | 36.1K | 1.47M | 41.95% | ↗ |
| 15 | 2023 | Mitchell C. Rock President | 440.0K | — | 616.0K | — | 370.4K | 35.7K | 1.46M | 42.13% | ↗ |
| 16 | 2023 | Christopher P. Litterio General Counsel, Secretary, and Senior Vice President of Human Resources | 355.0K | — | 273.0K | — | 253.0K | 31.5K | 912.5K | 29.92% | ↗ |
| 17 | 2023 | Jason Holt Vice President and Chief Commercial Officer | 325.0K | — | 180.0K | — | 189.1K | 28.7K | 722.8K | 24.90% | ↗ |
| 18 | 2023 | Jason Holt Senior Vice President | 325.0K | — | 180.0K | — | 189.1K | 28.7K | 722.8K | 24.90% | ↗ |
| 19 | 2022 | R. Jeffrey Bailly Chief Executive Officer | 650.0K | 600.0K | 1.98M | — | 944.8K | 125.6K | 4.30M | 46.05% | ↗ |
| 20 | 2022 | R. Jeffrey Bailly President, Chief Executive Officer | 650.0K | 600.0K | 1.98M | — | 944.8K | 125.6K | 4.30M | 46.05% | ↗ |
| 21 | 2022 | Mitchell C. Rock President | 420.0K | — | 470.3K | — | 384.0K | 25.9K | 1.30M | 36.17% | ↗ |
| 22 | 2022 | Mitchell C. Rock President, MedTech | 420.0K | — | 470.3K | — | 384.0K | 25.9K | 1.30M | 36.17% | ↗ |
| 23 | 2022 | Ronald J. Lataille Senior Vice President, Treasurer, and Chief Financial Officer | 420.0K | — | 470.3K | — | 381.5K | 26.5K | 1.30M | 36.22% | ↗ |
| 24 | 2022 | Christopher P. Litterio General Counsel, Secretary, and Senior Vice President of Human Resources | 338.0K | — | 220.0K | — | 247.3K | 21.9K | 827.2K | 26.59% | ↗ |
| 25 | 2022 | Steven G. Cardin Vice President, Chief Operating Officer, MedTech | 310.0K | — | 214.6K | — | 108.5K | 19.6K | 652.7K | 32.87% | ↗ |
| 26 | 2022 | Jason Holt Vice President and Chief Commercial Officer | 300.0K | — | 150.0K | — | 180.6K | 19.2K | 649.8K | 23.08% | ↗ |
| 27 | 2021 | R. Jeffrey Bailly President, Chief Executive Officer | 615.0K | — | 1.15M | — | 733.2K | 125.4K | 2.62M | 43.75% | ↗ |
| 28 | 2021 | Ronald J. Lataille Senior Vice President, Treasurer, and Chief Financial Officer | 370.0K | — | 308.5K | — | 180.0K | 20.1K | 878.6K | 35.11% | ↗ |
| 29 | 2021 | Mitchell C. Rock President | 355.0K | — | 308.5K | — | 171.0K | 19.6K | 854.1K | 36.12% | ↗ |
| 30 | 2021 | Mitchell C. Rock President, MedTech | 355.0K | — | 308.5K | — | 171.0K | 19.6K | 854.1K | 36.12% | ↗ |
| 31 | 2021 | Christopher P. Litterio General Counsel, Secretary, and Senior Vice President of Human Resources | 293.0K | — | 151.9K | — | 128.0K | 15.6K | 588.4K | 25.81% | ↗ |
| 32 | 2021 | Steven G. Cardin Vice President, Chief Operating Officer, MedTech | 295.0K | — | 113.9K | — | 110.0K | 8.6K | 527.6K | 21.59% | ↗ |
| 33 | 2021 | Jason Holt Vice President and Chief Commercial Officer | 285.0K | — | 113.9K | — | 95.0K | 8.9K | 502.9K | 22.65% | ↗ |
| 34 | 2020 | R. Jeffrey Bailly President, Chief Executive Officer | 600.0K | — | 633.4K | — | 299.5K | 132.5K | 1.67M | 38.03% | ↗ |
| 35 | 2020 | Ronald J. Lataille Senior Vice President, Treasurer, and Chief Financial Officer | 360.0K | — | 137.5K | — | 85.5K | 26.6K | 609.6K | 22.56% | ↗ |
| 36 | 2020 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 360.0K | — | 137.5K | — | 85.5K | 26.6K | 609.6K | 22.56% | ↗ |
| 37 | 2020 | Mitchell C. Rock President, MedTech | 345.0K | — | 137.5K | — | 81.3K | 26.0K | 589.8K | 23.31% | ↗ |
| 38 | 2020 | Mitchell C. Rock Senior Vice President and General Manager of Medical | 345.0K | — | 137.5K | — | 81.3K | 26.0K | 589.8K | 23.31% | ↗ |
| 39 | 2020 | Christopher P. Litterio Senior Vice President of Human Resources and General Counsel | 285.0K | — | 75.0K | — | 66.5K | 22.0K | 448.5K | 16.72% | ↗ |
| 40 | 2020 | Christopher P. Litterio General Counsel, Secretary, and Senior Vice President of Human Resources | 285.0K | — | 75.0K | — | 66.5K | 22.0K | 448.5K | 16.72% | ↗ |
| 41 | 2020 | Steven G. Cardin Vice President, Chief Operating Officer, MedTech | 285.0K | — | 30.0K | — | 75.0K | 8.4K | 398.4K | 7.53% | ↗ |
| 42 | 2020 | William David Smith Senior Vice President of Operations | 310.0K | — | — | — | — | 23.5K | 333.5K | 0.00% | ↗ |
| 43 | 2020 | Daniel J. Shaw, Jr. Vice President, Research and Development | 230.0K | — | 37.5K | — | 31.7K | 21.6K | 320.8K | 11.69% | ↗ |
| 44 | 2019 | R. Jeffrey Bailly President, Chief Executive Officer | 580.0K | — | 963.4K | — | 699.8K | 84.9K | 2.33M | 41.38% | ↗ |
| 45 | 2019 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 345.0K | — | 238.5K | — | 165.0K | 23.4K | 771.9K | 30.90% | ↗ |
| 46 | 2019 | Ronald J. Lataille Senior Vice President, Treasurer, and Chief Financial Officer | 345.0K | — | 238.5K | — | 165.0K | 23.4K | 771.9K | 30.90% | ↗ |
| 47 | 2019 | Mitchell C. Rock President, MedTech | 330.0K | — | 238.5K | — | 159.0K | 23.0K | 750.5K | 31.78% | ↗ |
| 48 | 2019 | Mitchell C. Rock Senior Vice President and General Manager of Medical | 330.0K | — | 238.5K | — | 159.0K | 23.0K | 750.5K | 31.78% | ↗ |
| 49 | 2019 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 330.0K | — | 238.5K | — | 159.0K | 23.0K | 750.5K | 31.78% | ↗ |
| 50 | 2019 | William David Smith Senior Vice President of Operations | 305.0K | — | 143.1K | — | 136.0K | 26.5K | 610.7K | 23.44% | ↗ |
| 51 | 2019 | Christopher P. Litterio Senior Vice President of Human Resources and General Counsel | 275.0K | — | 133.6K | — | 123.0K | 18.9K | 550.5K | 24.27% | ↗ |
| 52 | 2019 | Christopher P. Litterio General Counsel, Secretary, and Senior Vice President of Human Resources | 275.0K | — | 133.6K | — | 123.0K | 18.9K | 550.5K | 24.27% | ↗ |
| 53 | 2019 | Daniel J. Shaw, Jr. Vice President, Research and Development | 220.0K | — | 71.6K | — | 88.0K | 18.9K | 398.4K | 17.96% | ↗ |
| 54 | 2019 | Steven G. Cardin Vice President, Chief Operating Officer, MedTech | 159.0K | — | 15.0K | — | 60.0K | 3.0K | 237.0K | 6.33% | ↗ |
| 55 | 2018 | R. Jeffrey Bailly President, Chief Executive Officer | 500.0K | — | 692.8K | — | 659.4K | 91.5K | 1.94M | 35.64% | ↗ |
| 56 | 2018 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 290.0K | — | 122.0K | — | 147.0K | 23.5K | 582.5K | 20.94% | ↗ |
| 57 | 2018 | Ronald J. Lataille Senior Vice President, Treasurer and Chief Financial Officer | 290.0K | — | 122.0K | — | 147.0K | 22.6K | 581.6K | 20.98% | ↗ |
| 58 | 2018 | Mitchell C. Rock Senior Vice President and General Manager of Medical | 265.0K | — | 122.0K | — | 135.0K | 23.1K | 545.1K | 22.38% | ↗ |
| 59 | 2018 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 265.0K | — | 122.0K | — | 135.0K | 23.1K | 545.1K | 22.38% | ↗ |
| 60 | 2018 | William David Smith Senior Vice President of Operations | 265.0K | — | 122.0K | — | 125.0K | 26.4K | 538.4K | 22.66% | ↗ |
| 61 | 2018 | Christopher P. Litterio Senior Vice President of Human Resources and General Counsel | 265.0K | — | 102.2K | — | 120.0K | 17.3K | 504.5K | 20.26% | ↗ |
| 62 | 2018 | Daniel J. Shaw, Jr. Vice President, Research and Development | 200.0K | — | 73.2K | — | 90.0K | 19.0K | 382.3K | 19.15% | ↗ |
| 63 | 2017 | R. Jeffrey Bailly President, Chief Executive Officer | 485.0K | — | 645.3K | — | 451.0K | 88.7K | 1.67M | 38.64% | ↗ |
| 64 | 2017 | R. Jeffrey Bailly President, Chief Executive Officer and Chairman | 485.0K | — | 645.3K | — | 451.0K | 87.0K | 1.67M | 38.68% | ↗ |
| 65 | 2017 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 280.0K | — | 102.2K | — | 116.0K | 23.0K | 521.2K | 19.61% | ↗ |
| 66 | 2017 | Ronald J. Lataille Senior Vice President, Treasurer and Chief Financial Officer | 280.0K | — | 102.2K | — | 116.0K | 22.3K | 520.5K | 19.63% | ↗ |
| 67 | 2017 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 255.0K | — | 102.2K | — | 103.0K | 22.5K | 482.7K | 21.17% | ↗ |
| 68 | 2017 | William David Smith Senior Vice President of Operations | 255.0K | — | 102.2K | — | 98.0K | 25.4K | 480.6K | 21.26% | ↗ |
| 69 | 2017 | Daniel J. Shaw, Jr. Vice President of Research and Development | 195.0K | — | 61.3K | — | 77.0K | 16.4K | 349.7K | 17.53% | ↗ |
| 70 | 2017 | Christopher P. Litterio Senior Vice President of Human Resources and General Counsel | 34.3K | — | 83.8K | — | — | 21.6K | 139.8K | 59.97% | ↗ |
| 71 | 2016 | R. Jeffrey Bailly President, Chief Executive Officer and Chairman | 475.0K | — | 550.0K | — | 302.0K | 90.3K | 1.42M | 38.81% | ↗ |
| 72 | 2016 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 475.0K | — | 550.0K | — | 302.0K | 90.3K | 1.42M | 38.81% | ↗ |
| 73 | 2016 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 275.0K | — | 62.5K | — | 66.0K | 22.1K | 425.6K | 14.69% | ↗ |
| 74 | 2016 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 250.0K | — | 62.5K | — | 57.0K | 21.6K | 391.1K | 15.98% | ↗ |
| 75 | 2016 | William David Smith Senior Vice President of Operations | 250.0K | — | 62.5K | — | 37.5K | 24.5K | 374.5K | 16.69% | ↗ |
| 76 | 2016 | Daniel J. Shaw, Jr. Vice President of Research and Development | 190.0K | — | 37.5K | — | 30.0K | 17.2K | 274.7K | 13.65% | ↗ |
| 77 | 2015 | R. Jeffrey Bailly President, Chief Executive Officer and Chairman | 460.0K | — | 550.0K | — | 350.2K | 93.0K | 1.45M | 37.85% | ↗ |
| 78 | 2015 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 460.0K | — | 550.0K | — | 350.2K | 93.0K | 1.45M | 37.85% | ↗ |
| 79 | 2015 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 265.0K | — | 62.5K | — | 90.0K | 22.3K | 439.8K | 14.21% | ↗ |
| 80 | 2015 | William David Smith Senior Vice President of Operations | 245.0K | — | 62.5K | — | 81.0K | 24.4K | 412.9K | 15.14% | ↗ |
| 81 | 2015 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 245.0K | — | 62.5K | — | 75.5K | 21.9K | 404.9K | 15.44% | ↗ |
| 82 | 2015 | Daniel J. Shaw, Jr. Vice President of Research and Development | 185.0K | — | 37.5K | — | 58.5K | 15.1K | 296.1K | 12.66% | ↗ |
| 83 | 2014 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 450.0K | — | 550.0K | — | 265.9K | 57.4K | 1.32M | 41.56% | ↗ |
| 84 | 2014 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 450.0K | — | 550.0K | — | 265.9K | 57.4K | 1.32M | 41.56% | ↗ |
| 85 | 2014 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and | 255.0K | — | 62.5K | — | 60.0K | 22.0K | 399.5K | 15.65% | ↗ |
| 86 | 2014 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 255.0K | — | 62.5K | — | 60.0K | 22.0K | 399.5K | 15.65% | ↗ |
| 87 | 2014 | William David Smith Senior Vice President of Operations | 240.0K | — | 62.5K | — | 54.0K | 19.6K | 376.1K | 16.62% | ↗ |
| 88 | 2014 | William David Smith Senior Vice President of Operations | 240.0K | — | 62.5K | — | 54.0K | 19.6K | 376.1K | 16.62% | ↗ |
| 89 | 2014 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 240.0K | — | 62.5K | — | 49.0K | 21.5K | 373.0K | 16.75% | ↗ |
| 90 | 2014 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 240.0K | — | 62.5K | — | 49.0K | 21.5K | 373.0K | 16.75% | ↗ |
| 91 | 2014 | Daniel J. Shaw, Jr. Vice President of Research and Development | 180.0K | — | 37.5K | — | 33.0K | 14.5K | 265.0K | 14.15% | ↗ |
| 92 | 2014 | Daniel J. Shaw, Jr. Vice President of Research and Development | 180.0K | — | 37.5K | — | 33.0K | 14.5K | 265.0K | 14.15% | ↗ |
| 93 | 2013 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 450.0K | — | 516.7K | — | 337.8K | 71.5K | 1.38M | 37.55% | ↗ |
| 94 | 2013 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 450.0K | — | 516.7K | — | 337.8K | 71.5K | 1.38M | 37.55% | ↗ |
| 95 | 2013 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief | 230.0K | — | 25.0K | — | 64.0K | 15.3K | 334.3K | 7.48% | ↗ |
| 96 | 2013 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and | 230.0K | — | 25.0K | — | 64.0K | 15.3K | 334.3K | 7.48% | ↗ |
| 97 | 2013 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and Chief Financial Officer | 230.0K | — | 25.0K | — | 64.0K | 15.3K | 334.3K | 7.48% | ↗ |
| 98 | 2013 | Mitchell C. Rock Vice President, Sales and Marketing | 230.0K | — | 25.0K | — | 61.0K | 15.2K | 331.2K | 7.55% | ↗ |
| 99 | 2013 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 230.0K | — | 25.0K | — | 61.0K | 15.2K | 331.2K | 7.55% | ↗ |
| 100 | 2013 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 230.0K | — | 25.0K | — | 61.0K | 15.2K | 331.2K | 7.55% | ↗ |
| 101 | 2013 | William David Smith Senior Vice President of Operations | 88.4K | — | — | 162.2K | 22.5K | 3.0K | 276.2K | 58.74% | ↗ |
| 102 | 2013 | William David Smith Senior Vice President of Operations | 88.4K | — | — | 162.2K | 22.5K | 3.0K | 276.2K | 58.74% | ↗ |
| 103 | 2013 | Daniel J. Shaw, Jr. Vice President, Research and Development | 175.0K | — | 20.0K | — | 41.5K | 13.2K | 249.7K | 8.01% | ↗ |
| 104 | 2013 | Daniel J. Shaw, Jr. Vice President of Research and Development | 175.0K | — | 20.0K | — | 41.5K | 13.2K | 249.7K | 8.01% | ↗ |
| 105 | 2013 | Daniel J. Shaw, Jr. Vice President of Research and Development | 175.0K | — | 20.0K | — | 41.5K | 13.2K | 249.7K | 8.01% | ↗ |
| 106 | 2013 | Richard LeSavoy Former Vice President, Manufacturing | 113.9K | — | 25.0K | — | — | 7.1K | 145.9K | 17.13% | ↗ |
| 107 | 2012 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 350.0K | — | 416.7K | — | 452.2K | 285.2K | 1.50M | 27.70% | ↗ |
| 108 | 2012 | Richard LeSavoy Vice President of Manufacturing | 230.0K | — | 25.0K | — | 104.0K | 14.1K | 373.1K | 6.70% | ↗ |
| 109 | 2012 | Richard LeSavoy Former Vice President, Manufacturing | 230.0K | — | 25.0K | — | 104.0K | 14.1K | 373.1K | 6.70% | ↗ |
| 110 | 2012 | Ronald J. Lataille Senior Vice President, Treasurer, Secretary and | 230.0K | — | 25.0K | — | 104.0K | 13.6K | 372.6K | 6.71% | ↗ |
| 111 | 2012 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief | 230.0K | — | 25.0K | — | 104.0K | 13.6K | 372.6K | 6.71% | ↗ |
| 112 | 2012 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief Financial Officer | 230.0K | — | 25.0K | — | 104.0K | 13.6K | 372.6K | 6.71% | ↗ |
| 113 | 2012 | Mitchell C. Rock Vice President, Sales and Marketing | 230.0K | — | 25.0K | — | 99.0K | 13.5K | 367.5K | 6.80% | ↗ |
| 114 | 2012 | Mitchell C. Rock Senior Vice President of Sales and Marketing | 230.0K | — | 25.0K | — | 99.0K | 13.5K | 367.5K | 6.80% | ↗ |
| 115 | 2012 | Mitchell C. Rock Vice President of Sales and Marketing | 230.0K | — | 25.0K | — | 99.0K | 13.5K | 367.5K | 6.80% | ↗ |
| 116 | 2012 | Daniel J. Shaw, Jr. Vice President of Research and Development | 175.0K | — | 20.0K | — | 75.0K | 11.3K | 281.3K | 7.11% | ↗ |
| 117 | 2012 | Daniel J. Shaw, Jr. Vice President of Engineering | 175.0K | — | 20.0K | — | 75.0K | 11.3K | 281.3K | 7.11% | ↗ |
| 118 | 2012 | Daniel J. Shaw, Jr. Vice President, Research and Development | 175.0K | — | 20.0K | — | 75.0K | 11.3K | 281.3K | 7.11% | ↗ |
| 119 | 2011 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 330.0K | — | 533.3K | — | 271.6K | 337.0K | 1.47M | 36.23% | ↗ |
| 120 | 2011 | Richard LeSavoy Former Vice President, Manufacturing | 220.0K | — | 25.0K | — | 80.0K | 13.9K | 338.9K | 7.38% | ↗ |
| 121 | 2011 | Richard LeSavoy Vice President of Manufacturing | 220.0K | — | 25.0K | — | 80.0K | 13.9K | 338.9K | 7.38% | ↗ |
| 122 | 2011 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief | 220.0K | — | 25.0K | — | 80.0K | 13.4K | 338.4K | 7.39% | ↗ |
| 123 | 2011 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief Financial Officer | 220.0K | — | 25.0K | — | 80.0K | 13.4K | 338.4K | 7.39% | ↗ |
| 124 | 2011 | Mitchell C. Rock Vice President of Sales and Marketing | 220.0K | — | 25.0K | — | 80.0K | 13.3K | 338.3K | 7.39% | ↗ |
| 125 | 2011 | Mitchell C. Rock Vice President, Sales and Marketing | 220.0K | — | 25.0K | — | 80.0K | 13.3K | 338.3K | 7.39% | ↗ |
| 126 | 2011 | Daniel J. Shaw, Jr. Vice President of Engineering | 168.0K | — | 20.0K | — | 55.0K | 11.6K | 254.6K | 7.85% | ↗ |
| 127 | 2011 | Daniel J. Shaw, Jr. Vice President, Research and Development | 168.0K | — | 20.0K | — | 55.0K | 11.6K | 254.6K | 7.85% | ↗ |
| 128 | 2010 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 330.0K | — | 512.5K | — | 363.0K | 285.3K | 1.49M | 34.38% | ↗ |
| 129 | 2010 | Richard LeSavoy Vice President of Manufacturing | 220.0K | — | 75.0K | — | 110.0K | 54.0K | 459.0K | 16.34% | ↗ |
| 130 | 2010 | Richard LeSavoy Vice President of Manufacturing | 220.0K | — | 75.0K | — | 110.0K | 54.0K | 459.0K | 16.34% | ↗ |
| 131 | 2010 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief Financial Officer | 220.0K | — | 75.0K | — | 110.0K | 14.0K | 419.0K | 17.90% | ↗ |
| 132 | 2010 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief Financial Officer | 220.0K | — | 75.0K | — | 110.0K | 14.0K | 419.0K | 17.90% | ↗ |
| 133 | 2010 | Mitchell C. Rock Vice President of Sales and Marketing | 210.0K | — | 75.0K | — | 110.0K | 13.4K | 408.4K | 18.37% | ↗ |
| 134 | 2010 | Mitchell C. Rock Vice President of Sales and Marketing | 210.0K | — | 75.0K | — | 110.0K | 13.4K | 408.4K | 18.37% | ↗ |
| 135 | 2010 | Daniel J. Shaw, Jr. | 168.0K | — | 60.0K | — | 75.0K | 11.8K | 314.8K | 19.06% | ↗ |
| 136 | 2010 | Daniel J. Shaw, Jr. Vice President of Engineering | 168.0K | — | 60.0K | — | 75.0K | 11.8K | 314.8K | 19.06% | ↗ |
| 137 | 2009 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 315.0K | — | 319.3K | — | 362.3K | 173.4K | 1.17M | 27.29% | ↗ |
| 138 | 2009 | Richard LeSavoy Vice President of Manufacturing | 210.0K | — | 50.0K | — | 90.0K | 29.9K | 379.9K | 13.16% | ↗ |
| 139 | 2009 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief Financial Officer | 210.0K | — | 50.0K | — | 85.0K | 28.5K | 373.5K | 13.39% | ↗ |
| 140 | 2009 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief Financial Officer | 210.0K | — | 50.0K | — | 85.0K | 28.5K | 373.5K | 13.39% | ↗ |
| 141 | 2009 | Mitchell C. Rock Vice President of Sales and Marketing | 195.0K | — | 50.0K | — | 80.0K | 27.5K | 352.5K | 14.18% | ↗ |
| 142 | 2009 | Mitchell C. Rock Vice President of Sales and Marketing | 195.0K | — | 50.0K | — | 80.0K | 27.5K | 352.5K | 14.18% | ↗ |
| 143 | 2009 | Daniel J. Shaw, Jr. | 160.0K | — | 40.0K | — | 62.0K | 22.3K | 284.3K | 14.07% | ↗ |
| 144 | 2008 | R. Jeffrey Bailly, President, Chief Executive Officer and Chairman | 315.0K | — | 775.2K | — | 537.3K | 147.5K | 1.77M | 43.67% | ↗ |
| 145 | 2008 | Richard LeSavoy Vice President of Manufacturing | 210.0K | — | 80.4K | — | 105.0K | 50.4K | 445.8K | 18.04% | ↗ |
| 146 | 2008 | Ronald J. Lataille Vice President, Treasurer, Secretary and Chief Financial Officer | 210.0K | — | 80.4K | — | 95.0K | 46.8K | 432.2K | 18.61% | ↗ |
| 147 | 2008 | Mitchell C. Rock Vice President of Sales and Marketing | 195.0K | — | 80.4K | — | 95.0K | 46.8K | 417.2K | 19.28% | ↗ |
| 148 | 2008 | Daniel J. Shaw, Jr. | 160.0K | — | 67.0K | — | 72.0K | 38.2K | 337.2K | 19.87% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| R. Jeffrey Bailly | Chief Executive Officer & Chairman | 2M | male |
| Mitchell Caplan Rock | President | 923.2K | male |
| Ronald J. Lataille | Chief Financial Officer, Senior Vice President & Treasurer | 850.9K | male |
| Christopher Litterio | General Counsel, Secretary & Senior Vice President of Human Resources | 635.5K | male |
| Jason Holt | Senior Vice President | 545.9K | male |
| Daniella Mehalik | Vice President of Finance | — | female |
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No House trading activity found for this company.
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Community Opinion for UFPT
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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