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Universal Logistics Holdings, Inc. (ULH)

USD13.72 -1.40 (-9.26%)
US NASDAQ Industrials Trucking
Address 12755 East Nine Mile Road 48089
Warren, MI, US
CEO Timothy Phillips
IPO 2005-02-11
CIK 1308208 ISIN US91388P1057

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Description

Universal Logistics Holdings, Inc. (ULH) is a diversified company specializing in a comprehensive range of transportation and supply chain management solutions. Its operations extend across the United States, Mexico, Canada, and into Colombia. ULH's core services include a variety of full truckload options, such as standard dry van, flatbed, specialized heavy-haul, and temperature-controlled (refrigerated) transport. Beyond traditional trucking, the company also manages both domestic and international freight forwarding, provides customs brokerage, and delivers time-sensitive services like ground expedite and last-mile delivery. The firm is adept at moving a broad spectrum of commodities, including automotive components, industrial machinery, construction materials, paper products, foodstuffs, consumer retail items, furnishings, and various types of steel and metals. To meet specific client demands, ULH also furnishes a suite of supplementary services. These value-added offerings range from material handling, freight consolidation, and sequencing to light assembly (sub-assembly), cross-docking, custom kitting, repacking, warehousing solutions, and the management of returnable containers. Furthermore, it supports intermodal operations through drayage and the localized transport of shipping containers between maritime ports or rail terminals and their final customer destinations. Its client base spans critical sectors such as the automotive, steel, oil and gas, alternative energy, and manufacturing industries, along with other transportation enterprises that consolidate shipments from multiple sources. Established in 1932 and headquartered in Warren, Michigan, the company was previously known as Universal Truckload Services, Inc. before adopting its current name, Universal Logistics Holdings, Inc., in April 2016.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD13.72 -1.40 (-9.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
75.9K
Beta
0.68
Float Shares
6.69M
Free Float %
25.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.03% -9.24% -44.23% -24.72% -16.69% -19.82% -52.85% -52.51% -53.42% -10.51% -45.87%
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 (4 ratings, all time) Hold
Price Targets & DCF
Current price
13.72
Low 17.00 +23.9%
Consensus 17.00 +23.9%
Median 17.00 +23.9%
High 17.00 +23.9%
DCF (Unlevered) 0.98 -92.8%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
20.50
+49.4%
All Time 3
25.67
+87.1%
Quality scores
Altman Z-Score
1.04
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
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 Trucking: +2.9%
    -15.6% Q2'26: -3.9% (vs Q1'25)
  • EPS growth Trucking: -12.4%
    -176.9% Q2'26: -156.5% (vs Q1'25)
  • FCF margin FCF growth · Trucking: +70.8%
    +4.0% Q2'26: +3.9% (vs Q1'25)
  • EBIT margin Trucking: +4.4%
    +3.9% Q2'26: +1.3% (vs Q1'25)
  • ROIC Trucking: +3.4%
    +4.1% Q2'26: +1.1% (vs Q1'25)
  • Share dilution Trucking: +0.3%
    0.0% Q2'26: +0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Trucking: 1.75×
    4.71× Q2'26: 4.64× (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 (0.80) × ERP
WACC = 25% × Ke + 75% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 0.55 Current price: 13.72
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 2007
actual
Dec 2008
actual
Dec 2009
actual
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.
Revenue
680.36M
est: 762.08M (-10.7%)
759.52M
est: 777.95M (-2.4%)
503.23M
est: 719.26M (-30.0%)
1.04B
est: 957.89M (+8.3%)
1.03B
est: 968.09M (+6.8%)
1.19B
est: 1.20B (-0.6%)
1.13B
est: 1.13B (+0.3%)
1.07B
est: 1.07B (-0.2%)
1.22B
est: 1.21B (+0.2%)
1.46B
est: 1.45B (+0.7%)
1.51B
est: 1.52B (-0.8%)
1.39B
est: 1.36B (+2.2%)
1.75B
est: 1.70B (+2.7%)
2.02B
est: 2.02B (-0.2%)
1.66B
est: 1.77B (-5.9%)
1.85B
est: 1.81B (+2.1%)
1.56B
est: 1.55B (+0.6%)
1.56B
1.56B – 1.56B
+0.9% YoY
1.64B
1.64B – 1.64B
+4.8% YoY
EBITDA
37.19M
est: 39.33M (-5.4%)
34.03M
est: 34.35M (-0.9%)
18.73M
est: 19.23M (-2.6%)
90.41M
est: 86.98M (+3.9%)
104.90M
est: 96.83M (+8.3%)
113.89M
est: 114.65M (-0.7%)
108.27M
est: 106.78M (+1.4%)
83.28M
est: 147.23M (-43.4%)
87.81M
est: 166.36M (-47.2%)
148.72M
est: 98.06M (+51.7%)
170.05M
est: 152.84M (+11.3%)
152.68M
est: 186.43M (-18.1%)
177.76M
est: 233.48M (-23.9%)
318.37M
est: 165.02M (+92.9%)
225.54M
est: 249.97M (-9.8%)
332.41M
est: 255.91M (+29.9%)
206.31M
est: 219.24M (-5.9%)
221.19M
221.19M – 221.19M
+0.9% YoY
231.73M
231.73M – 231.73M
+4.8% YoY
EBIT
29.03M
est: 29.59M (-1.9%)
24.39M
est: 27.00M (-9.7%)
8.38M
est: 8.98M (-6.7%)
72.18M
est: 57.96M (+24.5%)
85.22M
est: 78.10M (+9.1%)
80.84M
est: 81.06M (-0.3%)
74.24M
est: 71.74M (+3.5%)
46.58M
est: 94.89M (-50.9%)
40.81M
est: 107.22M (-61.9%)
94.29M
est: 58.52M (+61.1%)
95.28M
est: 55.17M (+72.7%)
78.54M
est: 120.15M (-34.6%)
110.22M
est: 150.47M (-26.7%)
241.71M
est: 98.07M (+146.5%)
148.51M
est: 149.62M (-0.7%)
208.22M
est: 153.18M (+35.9%)
60.06M
est: 131.23M (-54.2%)
132.40M
132.40M – 132.40M
+0.9% YoY
138.71M
138.71M – 138.71M
+4.8% YoY
Net Income
17.84M
est: 18.77M (-5.0%)
14.89M
est: 15.01M (-0.8%)
4.90M
est: 4.68M (+4.7%)
47.69M
est: 49.54M (-3.7%)
50.57M
est: 46.77M (+8.1%)
45.37M
est: 45.45M (-0.2%)
40.00M
est: 39.11M (+2.3%)
24.24M
est: 22.87M (+6.0%)
28.15M
est: 9.82M (+186.8%)
52.18M
est: 36.49M (+43.0%)
37.59M
est: 26.61M (+41.3%)
48.13M
est: 44.07M (+9.2%)
73.73M
est: 69.56M (+6.0%)
168.63M
est: 63.87M (+164.0%)
92.90M
est: 127.85M (-27.3%)
129.91M
est: 134.33M (-3.3%)
-99.87M
est: -61.90M (-61.4%)
14.49M
14.49M – 14.49M
+123.4% YoY
31.61M
31.61M – 31.61M
+118.2% YoY
SGA
48.42M
est: 73.05M (-33.7%)
73.42M
est: 137.12M (-46.5%)
95.53M
est: 119.53M (-20.1%)
61.50M
est: 100.42M (-38.8%)
90.81M
est: 162.94M (-44.3%)
112.13M
est: 243.46M (-53.9%)
58.92M
est: 220.57M (-73.3%)
61.72M
est: 50.54M (+22.1%)
64.73M
est: 57.11M (+13.3%)
62.00M
est: 123.68M (-49.9%)
70.60M
est: 417.71M (-83.1%)
52.52M
est: 64.00M (-17.9%)
114.76M
est: 80.15M (+43.2%)
109.57M
est: 217.69M (-49.7%)
79.00M
est: 82.01M (-3.7%)
55.32M
est: 83.96M (-34.1%)
54.17M
est: 71.93M (-24.7%)
72.57M
72.57M – 72.57M
+0.9% YoY
76.03M
76.03M – 76.03M
+4.8% YoY
EPS
1.11
est: 1.31 (-15.3%)
0.93
est: 1.09 (-14.7%)
0.31
est: 0.48 (-35.4%)
1.59
est: 1.05 (+51.4%)
1.68
est: 1.48 (+13.5%)
1.51
est: 1.53 (-1.3%)
1.37
est: 1.36 (+0.8%)
0.85
est: 0.87 (-2.1%)
0.99
est: 0.37 (+165.7%)
1.84
est: 1.94 (-5.3%)
1.34
est: 1.25 (+7.2%)
1.78
est: 1.67 (+6.4%)
2.74
est: 2.64 (+3.8%)
6.37
est: 6.45 (-1.3%)
3.53
est: 4.85 (-27.3%)
4.94
est: 5.10 (-3.1%)
-3.79
est: -2.35 (-61.3%)
0.55
0.55 – 0.55
+123.4% YoY
1.20
1.20 – 1.20
+118.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 Stifel Hold Hold Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-08 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-07 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-06 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-05-05 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-04 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-05-01 C 2/5 1/5 1/5 1/5 2/5 1/5 4/5
2026-04-30 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-29 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-28 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-27 C 2/5 1/5 1/5 1/5 1/5 1/5 5/5
2026-04-24 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-23 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-22 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-21 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-20 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-17 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5
2026-04-16 C- 1/5 1/5 1/5 1/5 1/5 1/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-61.10M
OE per share TTM
-2.32
Owner's Yield
-18.46%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
35.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
10
Total invested
377.0K
Insider transactions (90d)
0
Beneficial owners (>5%)
6
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Manuel J. Moroun as trustee of the Manuel J. Moroun Revocable Trust 10.02M 62.18% IN America 2006-02-13
2 Matthew T. Moroun 10.02M 62.18% IN America 2006-02-13
3 Abigail P. Johnson 2.05M 7.21% 2.05M IN Delaware 2017-02-14
4 Edward C. Johnson 3d 1.82M 11.26% 1.82M IN United States of America 2006-11-13
5 FMR Corp. 1.82M 11.26% 206.2K 1.82M HC Delaware 2006-11-13
6 Fidelity Low-Priced Stock Fund 1.76M 6.19% 1.76M IV Delaware 2017-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
10
-59 vs prev Q
New positions
4
Closed positions
63
Increased
7
Reduced
1
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 FMR LLC 3.95M +70.0 (+0.0%) 59.99M -32.6M (-35.2%) 15.00% +0.001 pp 0.00% -0.002 pp USD26.91 -43.6% 25 qtrs
2 DIMENSIONAL FUND ADVISORS LP 869.0K -15.9K (-1.8%) 13.20M -7.5M (-36.4%) 3.30% -0.060 pp 0.00% -0.002 pp USD25.15 -39.6% 51 qtrs
3 BLACKROCK, INC. 493.7K -15.3K (-3.0%) 7.50M -4.4M (-37.1%) 1.87% -0.058 pp 0.00% 0.000 pp USD43.11 -64.8% 6 qtrs
4 VANGUARD GROUP INC 395.8K +317.0 (+0.1%) 6.01M -3.3M (-35.1%) 1.50% +0.001 pp 0.00% 0.000 pp USD24.80 -38.8% 84 qtrs
5 AMERICAN CENTURY COMPANIES INC 290.6K +11.1K (+4.0%) 4.41M -2.1M (-32.6%) 1.10% +0.042 pp 0.00% -0.001 pp USD33.40 -54.5% 14 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 200.0K +7.3K (+3.8%) 3.04M -1.5M (-32.7%) 0.76% +0.028 pp 0.00% 0.000 pp USD23.14 -34.4% 66 qtrs
7 BANK OF NEW YORK MELLON CORP 178.2K +88.9K (+99.5%) 2.71M +612.7K (+29.3%) 0.68% +0.338 pp 0.00% +0.000 pp USD18.25 -16.8% 66 qtrs
8 BRIDGEWAY CAPITAL MANAGEMENT, LLC 152.6K -22.5K (-12.8%) 2.32M -1.8M (-43.5%) 0.58% -0.085 pp 0.05% -0.039 pp USD29.20 -48.0% 25 qtrs
9 STATE STREET CORP 141.1K -9.7K (-6.4%) 2.16M -1.4M (-39.2%) 0.54% -0.037 pp 0.00% 0.000 pp USD24.44 -37.8% 51 qtrs
10 EMPOWERED FUNDS, LLC 90.8K -5.0K (-5.2%) 1.38M -866.3K (-38.6%) 0.34% -0.019 pp 0.01% -0.012 pp USD31.35 -51.5% 11 qtrs
11 NORTHERN TRUST CORP 68.7K -11.1K (-13.9%) 1.04M -825.9K (-44.2%) 0.26% -0.042 pp 0.00% 0.000 pp USD26.30 -42.2% 51 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 59.2K +221.0 (+0.4%) 899.3K -483.2K (-35.0%) 0.22% +0.001 pp 0.00% 0.000 pp USD24.34 -37.6% 52 qtrs
13 DENALI ADVISORS LLC 49.2K -43.8K (-47.1%) 747.7K -1.4M (-65.7%) 0.19% -0.166 pp 0.08% -0.163 pp USD32.78 -53.7% 17 qtrs
14 ANCHOR CAPITAL ADVISORS LLC 48.5K -964.0 (-1.9%) 737.4K -423.1K (-36.5%) 0.18% -0.004 pp 0.02% -0.012 pp USD34.77 -56.3% 8 qtrs
15 PACIFIC RIDGE CAPITAL PARTNERS, LLC 34.2K +18.7K (+120.6%) 518.8K +155.9K (+43.0%) 0.13% +0.071 pp 0.11% +0.034 pp USD20.57 -26.2% 9 qtrs
16 BANK OF AMERICA CORP /DE/ 33.7K +20.0K (+145.4%) 512.2K +190.1K (+59.0%) 0.13% +0.076 pp 0.00% +0.000 pp USD22.86 -33.6% 52 qtrs
17 CITADEL ADVISORS LLC 33.5K +33.5K (+100.0%) 509.0K +509.0K (+100.0%) 0.13% +0.127 pp 0.00% +0.000 pp USD15.19 +0.0% 1 qtrs NEW
18 ROYAL BANK OF CANADA 31.7K +21.4K (+208.2%) 482.0K +240.0K (+99.2%) 0.12% +0.081 pp 0.00% +0.000 pp USD18.66 -18.6% 21 qtrs
19 MORGAN STANLEY 27.3K -29.8K (-52.2%) 414.4K -924.2K (-69.0%) 0.10% -0.113 pp 0.00% 0.000 pp USD30.29 -49.9% 51 qtrs
20 DEKABANK DEUTSCHE GIROZENTRALE 6.8K +— (+0.0%) 343.0K +4.0K (+1.2%) 0.03% +0.000 pp 0.00% +0.000 pp USD25.18 -39.7% 10 qtrs
21 WALLEYE CAPITAL LLC 22.4K +22.4K (+100.0%) 340.3K +340.3K (+100.0%) 0.09% +0.085 pp 0.00% +0.001 pp USD15.19 +0.0% 1 qtrs NEW
22 MILLENNIUM MANAGEMENT LLC 21.2K +21.2K (+100.0%) 322.3K +322.3K (+100.0%) 0.08% +0.081 pp 0.00% +0.000 pp USD15.19 +0.0% 1 qtrs NEW
23 NUVEEN, LLC 20.4K +— (+0.0%) 310.4K -168.6K (-35.2%) 0.08% +0.000 pp 0.00% +0.000 pp USD26.24 -42.1% 4 qtrs
24 QUANTINNO CAPITAL MANAGEMENT LP 17.3K +17.3K (+100.0%) 262.1K +262.1K (+100.0%) 0.07% +0.066 pp 0.00% +0.001 pp USD15.19 +0.0% 1 qtrs NEW
25 NEW YORK STATE COMMON RETIREMENT FUND 17.2K -10.7K (-38.4%) 260.6K -392.4K (-60.1%) 0.07% -0.041 pp 0.00% -0.001 pp USD31.62 -52.0% 44 qtrs
26 JANE STREET GROUP, LLC 15.1K +2.5K (+19.8%) 229.5K -66.0K (-22.3%) 0.06% +0.010 pp 0.00% +0.000 pp USD22.07 -31.2% 2 qtrs
27 STRS OHIO 12.9K +— (+0.0%) 196.0K -106.4K (-35.2%) 0.05% +0.000 pp 0.00% 0.000 pp USD24.18 -37.2% 21 qtrs
28 ALLIANCEBERNSTEIN L.P. 10.8K +600.0 (+5.9%) 164.4K -75.2K (-31.4%) 0.04% +0.002 pp 0.00% +0.000 pp USD34.94 -56.5% 11 qtrs
29 STATE OF WISCONSIN INVESTMENT BOARD 10.7K -450.0 (-4.0%) 162.5K -98.8K (-37.8%) 0.04% -0.002 pp 0.00% 0.000 pp USD33.39 -54.5% 9 qtrs
30 INVESCO LTD. 10.6K -1.6K (-12.9%) 160.7K -123.9K (-43.5%) 0.04% -0.006 pp 0.00% +0.000 pp USD44.72 -66.0% 28 qtrs
31 BARCLAYS PLC 10.6K -395.0 (-3.6%) 160.4K -311.8K (-66.0%) 0.04% -0.002 pp 0.00% 0.000 pp USD35.41 -57.1% 38 qtrs
32 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 9.6K -3.2K (-24.9%) 145.3K -153.3K (-51.3%) 0.04% -0.012 pp 0.00% -0.001 pp USD32.92 -53.9% 10 qtrs
33 QUEST PARTNERS LLC 9.4K +5.0K (+115.5%) 142.8K +40.5K (+39.6%) 0.04% +0.019 pp 0.01% +0.001 pp USD19.02 -20.1% 4 qtrs
34 RHUMBLINE ADVISERS 9.0K -1.2K (-11.6%) 136.6K -101.8K (-42.7%) 0.03% -0.005 pp 0.00% 0.000 pp USD28.76 -47.2% 15 qtrs
35 WELLS FARGO & COMPANY/MN 7.6K +2.4K (+46.2%) 115.1K -6.4K (-5.2%) 0.03% +0.009 pp 0.00% +0.000 pp USD24.85 -38.9% 50 qtrs
36 UBS GROUP AG 7.1K -5.6K (-43.9%) 108.1K -189.3K (-63.7%) 0.03% -0.021 pp 0.00% +0.000 pp USD32.18 -52.8% 40 qtrs
37 CITIGROUP INC 7.0K +1.6K (+29.7%) 106.8K -20.2K (-15.9%) 0.03% +0.006 pp 0.00% +0.000 pp USD32.53 -53.3% 54 qtrs
38 DEUTSCHE BANK AG\ 4.9K +— (+0.0%) 74.5K -40.4K (-35.2%) 0.02% +0.000 pp 0.00% +0.000 pp USD27.59 -44.9% 50 qtrs
39 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 3.2K +88.0 (+2.8%) 49.0K -24.6K (-33.4%) 0.01% +0.000 pp 0.00% +0.000 pp USD39.75 -61.8% 7 qtrs
40 STATE OF ALASKA, DEPARTMENT OF REVENUE 2.8K +1.4K (+104.4%) 41.0K +10.0K (+32.3%) 0.01% +0.005 pp 0.00% +0.000 pp USD19.23 -21.0% 2 qtrs
41 JPMORGAN CHASE & CO 2.7K -119.0 (-4.2%) 41.0K -25.1K (-37.9%) 0.01% -0.001 pp 0.00% +0.000 pp USD38.67 -60.7% 51 qtrs
42 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 1.8K +— (+0.0%) 28.0K -15.2K (-35.2%) 0.01% +0.000 pp 0.00% 0.000 pp USD45.94 -66.9% 5 qtrs
43 BNP PARIBAS ARBITRAGE, SNC 1.6K +126.0 (+8.8%) 23.6K -9.9K (-29.5%) 0.01% +0.001 pp 0.00% +0.000 pp USD25.61 -40.7% 49 qtrs
44 TOWER RESEARCH CAPITAL LLC (TRC) 735.00 +232.0 (+46.1%) 11.2K -625.0 (-5.3%) 0.00% +0.001 pp 0.00% 0.000 pp USD23.16 -34.4% 41 qtrs
45 ASSET DEDICATION, LLC 705.00 +— (+0.0%) 10.7K -5.8K (-35.2%) 0.00% +0.000 pp 0.00% 0.000 pp USD13.10 +16.0% 24 qtrs
46 RUSSELL INVESTMENTS GROUP, LTD. 681.00 +49.0 (+7.8%) 10.3K -4.5K (-30.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.29 -34.8% 34 qtrs
47 VERSANT CAPITAL MANAGEMENT, INC 631.00 +631.0 (+100.0%) 9.6K +9.6K (+100.0%) 0.00% +0.002 pp 0.00% +0.001 pp USD15.19 +0.0% 1 qtrs NEW
48 LEGAL & GENERAL GROUP PLC 588.00 -6.4K (-91.6%) 8.9K -155.6K (-94.6%) 0.00% -0.024 pp 0.00% +0.000 pp USD30.18 -49.7% 37 qtrs
49 AMERITAS INVESTMENT PARTNERS, INC. 475.00 +— (+0.0%) 7.2K -3.9K (-35.2%) 0.00% +0.000 pp 0.00% 0.000 pp USD14.35 +5.9% 36 qtrs
50 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 416.00 -6.8K (-94.2%) 6.3K -163.0K (-96.3%) 0.00% -0.026 pp 0.00% 0.000 pp USD29.60 -48.7% 52 qtrs
51 STERLING CAPITAL MANAGEMENT LLC 390.00 -76.0 (-16.3%) 5.9K -5.0K (-45.8%) 0.00% 0.000 pp 0.00% 0.000 pp USD27.71 -45.2% 6 qtrs
52 HARBOR CAPITAL ADVISORS, INC. 343.00 +65.0 (+23.4%) 5.0K -2.0K (-28.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD23.57 -35.6% 4 qtrs
53 GAMMA INVESTING LLC 267.00 +197.0 (+281.4%) 4.1K +2.4K (+147.2%) 0.00% +0.001 pp 0.00% +0.000 pp USD18.69 -18.7% 7 qtrs
54 PRIVATE WEALTH MANAGEMENT GROUP, LLC 222.00 +222.0 (+100.0%) 3.4K +3.4K (+100.0%) 0.00% +0.001 pp 0.00% +0.001 pp USD15.19 +0.0% 1 qtrs NEW
55 WEALTHCOLLAB, LLC 220.00 -116.0 (-34.5%) 3.3K -4.5K (-57.6%) 0.00% 0.000 pp 0.00% -0.002 pp USD28.01 -45.8% 9 qtrs
56 AMALGAMATED BANK 212.00 -52.0 (-19.7%) 3.0K -3.0K (-50.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD20.19 -24.8% 16 qtrs
57 SRS CAPITAL ADVISORS, INC. 191.00 -5.0 (-2.6%) 2.9K -1.7K (-36.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.43 -35.2% 7 qtrs
58 UBS ASSET MANAGEMENT AMERICAS INC 128.00 -12.4K (-99.0%) 1.9K -292.1K (-99.3%) 0.00% -0.047 pp 0.00% 0.000 pp USD32.88 -53.8% 8 qtrs
59 OPTIVER HOLDING B.V. 90.00 +— (+0.0%) 1.4K -743.0 (-35.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.43 -35.2% 2 qtrs
60 EVERSOURCE WEALTH ADVISORS, LLC 70.00 -28.0 (-28.6%) 1.1K -1.2K (-53.7%) 0.00% 0.000 pp 0.00% 0.000 pp USD25.60 -40.7% 4 qtrs
61 CWM, LLC 64.00 -99.0 (-60.7%) 1.0K -3.0K (-75.0%) 0.00% 0.000 pp 0.00% +0.000 pp USD28.48 -46.7% 12 qtrs
62 COVESTOR LTD 44.00 +— (+0.0%) 1.0K +— (+0.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.43 -35.2% 17 qtrs
63 PNC FINANCIAL SERVICES GROUP, INC. 31.00 +27.0 (+675.0%) 471.00 +377.0 (+401.1%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.48 -7.8% 3 qtrs
64 GLOBAL RETIREMENT PARTNERS, LLC 13.00 +13.0 (+100.0%) 197.00 +197.0 (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD15.15 +0.3% 1 qtrs NEW
65 ALLWORTH FINANCIAL LP 5.00 +4.0 (+400.0%) 76.00 +52.0 (+216.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD16.60 -8.5% 2 qtrs
66 FARTHER FINANCE ADVISORS, LLC 3.00 -134.0 (-97.8%) 46.00 -3.2K (-98.6%) 0.00% -0.001 pp 0.00% +0.000 pp USD23.33 -34.9% 9 qtrs
67 SBI SECURITIES CO., LTD. 2.00 +— (+0.0%) 30.00 -17.0 (-36.2%) 0.00% +0.000 pp 0.00% +0.000 pp USD45.50 -66.6% 5 qtrs
68 HUNTINGTON NATIONAL BANK 1.00 +— (+0.0%) 15.00 -8.0 (-34.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD42.00 -63.8% 13 qtrs
69 IFP ADVISORS, INC 1.00 +— (+0.0%) 15.00 -8.0 (-34.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD23.00 -34.0% 2 qtrs
70 CAPITAL ADVISORS, LTD. LLC -26.0 (-100.0%) -1.0K (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 8 qtrs SOLD
71 METLIFE INVESTMENT MANAGEMENT, LLC -4.3K (-100.0%) -99.9K (-100.0%) 0.00% -0.016 pp 0.00% -0.001 pp USD 15 qtrs SOLD
72 TRUE WEALTH DESIGN, LLC -2.0 (-100.0%) -47.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 4 qtrs SOLD
73 LAZARD ASSET MANAGEMENT LLC -20.3K (-100.0%) -476.7K (-100.0%) 0.00% -0.077 pp 0.00% -0.001 pp USD 15 qtrs SOLD
74 KLP KAPITALFORVALTNING AS -1.4K (-100.0%) -32.9K (-100.0%) 0.00% -0.005 pp 0.00% 0.000 pp USD 5 qtrs SOLD
75 GOLDMAN SACHS GROUP INC -9.9K (-100.0%) -231.5K (-100.0%) 0.00% -0.038 pp 0.00% +0.000 pp USD 22 qtrs SOLD
76 SWISS NATIONAL BANK -15.6K (-100.0%) -365.7K (-100.0%) 0.00% -0.059 pp 0.00% 0.000 pp USD 13 qtrs SOLD
77 ROYCE & ASSOCIATES LP -70.2K (-100.0%) -1.6M (-100.0%) 0.00% -0.267 pp 0.00% -0.016 pp USD 59 qtrs SOLD
78 ROTHSCHILD INVESTMENT LLC -10.0 (-100.0%) -234.0 (-100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD 7 qtrs SOLD
79 GREAT WEST LIFE ASSURANCE CO /CAN/ -477.0 (-100.0%) -11.0K (-100.0%) 0.00% -0.002 pp 0.00% +0.000 pp USD 13 qtrs SOLD
80 PHYSICIAN WEALTH ADVISORS, INC. -39.0 (-100.0%) -915.0 (-100.0%) 0.00% 0.000 pp 0.00% 0.000 pp USD 3 qtrs SOLD
81 ENVESTNET ASSET MANAGEMENT INC -9.0K (-100.0%) -209.9K (-100.0%) 0.00% -0.034 pp 0.00% 0.000 pp USD 8 qtrs SOLD
82 FIRST TRUST ADVISORS LP -136.1K (-100.0%) -3.2M (-100.0%) 0.00% -0.517 pp 0.00% -0.002 pp USD 5 qtrs SOLD
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 60 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Aztlan North America Nearshoring Stock Selection ETF NRSH 0.47% 154.2K 0.75%
2 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.14% 551.5K 0.38%
3 Acuitas Small Cap Active ETF AIMS 0.12% 91.3K 0.75%
4 WisdomTree U.S. SmallCap Dividend Fund DES 0.08% 1.64M 0.38%
5 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.07% 8.1K 0.29%
6 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.06% 1.00M 0.47%
7 iShares Micro-Cap ETF IWC 0.02% 343.0K 0.60%
8 U.S. Micro Cap Portfolio ETF DFMC 0.01% 1.13M 0.43%
9 Avantis U.S. Small Cap Value ETF AVUV 0.01% 3.77M 0.25%
10 Dimensional - US Small Cap Value ETF DFSV 0.01% 876.4K 0.30%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
14.6K
Shares disposed
Cash buys
Cash sales
Net activity
+14,615
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
2026-02-04 PHILLIPS TIMOTHY Director / Officer A-Award A Common Stock, no par value 7,215 18.92 136.5K 104,491 D
2026-02-04 BERES JUDE MARCUS Officer A-Award A Common Stock, no par value 7,400 18.92 140.0K 43,585 D
2025-05-05 Urban Richard P Director A-Award A Common Stock, no par value 445 22.47 10.0K 12,013 D
2025-05-05 Regan Michael A. Director A-Award A Common Stock, no par value 356 22.47 8.0K 970 D
2025-05-05 Moroun Matthew J. Director A-Award A Common Stock, no par value 667 22.47 15.0K 2,235 D
2025-05-05 MOROUN MATTHEW T Director / 10% Owner A-Award A Common Stock, no par value 667 22.47 15.0K 2,235 I
2025-05-05 BELANGER GRANT EDWARD Director A-Award A Common Stock, no par value 667 22.47 15.0K 1,686 D
2025-02-10 PHILLIPS TIMOTHY Director / Officer A-Award A Common Stock, no par value 5,887 29.73 175.0K 97,276 D
2025-02-10 BERES JUDE MARCUS Officer A-Award A Common Stock, no par value 7,521 29.73 223.6K 36,185 D
2024-05-06 Urban Richard P Director A-Award A Common Stock, no par value 331 45.22 15.0K 11,568
2024-05-06 Regan Michael A. Director A-Award A Common Stock, no par value 221 45.22 10.0K 614
2024-05-06 Moroun Matthew J. Director A-Award A Common Stock, no par value 331 45.22 15.0K 1,568
2024-05-06 MOROUN MATTHEW T Director / 10% Owner A-Award A Common Stock, no par value 331 45.22 15.0K 331
2024-05-06 BELANGER GRANT EDWARD Director A-Award A Common Stock, no par value 331 45.22 15.0K 1,019
2024-02-14 PHILLIPS TIMOTHY Director / Officer A-Award A Common Stock, no par value 5,160 31.96 164.9K 91,389
2024-02-14 BERES JUDE MARCUS Officer A-Award A Common Stock, no par value 5,223 31.96 166.9K 28,664
2023-08-11 Wolfe H.E. Director D-Return D Common Stock, no par value 3,750 32.24 120.9K 10,000
2023-08-01 MOROUN MATTHEW T Director / 10% Owner S-Sale D Common Stock, no par value 3,200,000 24.62 78.77M 0
2023-05-08 Urban Richard P Director A-Award A Common Stock, no par value 590 25.42 15.0K 11,237
2023-05-08 Regan Michael A. Director A-Award A Common Stock, no par value 393 25.42 10.0K 393
2023-05-08 Moroun Matthew J. Director A-Award A Common Stock, no par value 590 25.42 15.0K 1,237
2023-05-08 MOROUN MATTHEW T Director / 10% Owner A-Award A Common Stock, no par value 590 25.42 15.0K 14,303,973
2023-05-08 Hudson Marcus D. Director A-Award A Common Stock, no par value 324 25.42 8.2K 324
2023-05-08 CALDERONE FREDERICK P Director A-Award A Common Stock, no par value 590 25.42 15.0K 590
2023-05-08 BELANGER GRANT EDWARD Director A-Award A Common Stock, no par value 472 25.42 12.0K 688
2023-04-27 Hudson Marcus D. 0 0.00 0
2023-03-24 PHILLIPS TIMOTHY Director / Officer A-Award A Common Stock, no par value 9,134 27.59 252.0K 86,229
2023-03-24 BERES JUDE MARCUS Officer A-Award A Common Stock, no par value 8,441 27.59 232.9K 23,441
2022-06-16 Wolfe H.E. Director D-Return D Common Stock, no par value 5,000 28.00 140.0K 13,750
2022-05-09 Urban Richard P Director A-Award A Common Stock, no par value 647 23.17 15.0K 10,647
2022-05-09 Moroun Matthew J. Director A-Award A Common Stock, no par value 647 23.17 15.0K 647
2022-05-09 MOROUN MATTHEW T Director / 10% Owner A-Award A Common Stock, no par value 647 23.17 15.0K 14,303,383
2022-05-09 BELANGER GRANT EDWARD Director A-Award A Common Stock, no par value 216 23.17 5.0K 216
2022-03-11 Urban Richard P Director P-Purchase A Common Stock, no par value 5,000 20.49 102.5K 10,000
2021-12-20 Moroun Nora M. 10% Owner S-Sale D Common Stock, no par value 3,090,879 14.94 46.18M 0
2021-12-20 MOROUN MATTHEW T Director / 10% Owner P-Purchase A Common Stock, no par value 3,090,879 14.94 46.18M 3,871,527
2021-06-18 MOROUN MATTHEW T Director / 10% Owner P-Purchase A Common Stock, no par value 417,757 21.00 8.77M 780,648
2021-05-03 Moroun Nora M. 10% Owner G-Gift A Common Stock, no par value 81,079 0.00 3,090,879
2021-05-03 MOROUN MATTHEW T Director / 10% Owner G-Gift D Common Stock, no par value 81,079 0.00 0
2020-12-15 Moroun Nora M. 10% Owner D Common Stock, no par value 0 0.00 3,009,800
2020-12-15 MOROUN MATTHEW T Director / 10% Owner G-Gift D Common Stock, no par value 3,009,800 0.00 417,757
2020-12-10 MOROUN MATTHEW T Director / 10% Owner P-Purchase A Common Stock, no par value 1,471,521 19.45 28.62M 14,302,736
2020-12-08 Wolfe H.E. Director D-Return D Common Stock, no par value 6,250 22.05 137.8K 18,750
2020-12-08 MOROUN MATTHEW T Director / 10% Owner G-Gift A Common Stock, no par value 914,450 0.00 914,450
2020-09-18 MOROUN MATTHEW T Director / 10% Owner G-Gift A Common Stock, no par value 1,200,000 0.00 1,200,000
2020-08-06 MOROUN MATTHEW T Director / 10% Owner J-Other D Common Stock, no par value 1,918,921 0.00 81,079
2020-04-30 Moroun Matthew J. Director 0 0.00 0
2020-02-05 BERES JUDE MARCUS Officer A-Award A Common Stock, no par value 5,000 17.74 88.7K 15,000
2020-01-10 PHILLIPS TIMOTHY Director / Officer D Common Stock, no par value 0 0.00 17,095
2019-12-31 MOROUN MATTHEW T Director / 10% Owner 0 0.00 0
2019-09-16 MOROUN MANUEL J Director / 10% Owner D-Return D Common Stock, no par value 600,000 22.50 13.50M 3,427,557
2019-09-16 BERES JUDE MARCUS Officer D-Return D Common Stock, no par value 10,000 22.50 225.0K 10,000
2019-04-25 MOROUN MANUEL J Director / 10% Owner G-Gift D Common Stock, no par value 53,563 0.00 0
2019-03-28 MOROUN MANUEL J Director / 10% Owner G-Gift D Common Stock, no par value 2,000,000 0.00 4,373,994
2019-02-20 Rogers Jeff Director / Officer A-Award A Common Stock, no par value 12,000 23.56 282.7K 53,000
2019-02-20 BERES JUDE MARCUS Officer A-Award A Common Stock, no par value 10,000 23.56 235.6K 20,000
2018-08-07 Wolfe H.E. Director S-Sale D Common Stock, no par value 10,065 35.25 354.8K 25,000
2018-08-07 Rogers Jeff Director / Officer D-Return D Common Stock, no par value 7,500 35.25 264.4K 41,000
2018-04-27 GOODEN CLARENCE W Director D Common Stock, no par value 0 0.00 0
2018-03-09 Rogers Jeff Director / Officer P-Purchase A Common Stock, no par value 1,000 21.70 21.7K 48,500
2017-11-05 Wolfe H.E. Director S-Sale D Common Stock, no par value 17,500 22.00 385.0K 35,065
2017-02-22 Rogers Jeff Director / Officer A-Award A Common Stock, no par value 10,000 13.45 134.5K 47,500
2016-07-27 BELANGER GRANT EDWARD Director D Common Stock, no par value 0 0.00 0
2016-03-31 BERES JUDE MARCUS Officer D Common Stock, no par value 0 0.00 10,000
2016-02-24 Rogers Jeff Director / Officer A-Award A Common Stock, no par value 10,000 15.55 155.5K 37,500
2015-12-23 Crittenden David A. Officer A-Award A Common Stock, no par value 5,000 14.93 74.7K 14,135
2015-08-19 Rogers Jeff Director / Officer S-Sale D Common Stock, no par value 2,500 20.33 50.8K 27,500
2015-07-09 MOROUN MANUEL J Director / 10% Owner D-Return D Common Stock, no par value 787,468 21.50 16.93M 6,373,994
2015-04-29 Rogers Jeff Director / Officer A-Award A Common Stock, no par value 20,000 22.03 440.6K 30,000
2015-03-06 Wolfe H.E. Director S-Sale D Common Stock, no par value 25,000 24.90 622.5K 52,565
2015-03-05 Rogers Jeff Director / Officer A-Award A Common Stock, no par value 10,000 25.18 251.8K 10,000
2014-12-31 Wolfe H.E. Director F-InKind D Common Stock, no par value 858 28.51 24.5K 77,565
2014-12-20 Wolfe H.E. Director F-InKind D Common Stock, no par value 429 28.29 12.1K 78,423
2014-08-07 Wolfe H.E. Director / Officer S-Sale D Common Stock, no par value 7,500 24.07 180.5K 78,852
2014-06-03 Rogers Jeff Officer D Common Stock, no par value 0 0.00 0
2014-05-20 MOROUN MATTHEW T Director / 10% Owner J-Other A Common Stock, no par value 1,278,929 23.52 30.08M 13,631,215
2014-05-20 MJ Moroun 2012 Annuity Trust, dated April 30, 2012 10% Owner J-Other D Common Stock, no par value 1,278,929 23.52 30.08M 0
2014-04-29 MOROUN MANUEL J Director / 10% Owner J-Other D Common Stock, no par value 500,000 26.00 13.00M 752,155
2014-04-29 MJ Moroun 2012 Annuity Trust, dated April 30, 2012 10% Owner J-Other D Common Stock, no par value 1,380,000 26.00 35.88M 1,278,929
2014-03-10 Wolfe H.E. Officer S-Sale D Common Stock, no par value 5,000 27.49 137.5K 86,352
2013-08-21 MOROUN MATTHEW T Director / 10% Owner J-Other D Common Stock, no par value 1,125,000 23.00 25.88M 2,658,929
2013-08-21 MJ Moroun 2012 Annuity Trust, dated April 30, 2012 10% Owner J-Other D Common Stock, no par value 1,125,000 23.00 25.88M 2,658,929
2013-07-15 MOROUN MATTHEW T Director / 10% Owner J-Other D Common Stock, no par value 1,252,155 25.76 32.26M 3,783,929
2013-07-15 MOROUN MANUEL J Director / 10% Owner J-Other A Common Stock, no par value 1,252,155 25.76 32.26M 1,252,155
2013-07-15 MJ Moroun 2012 Annuity Trust, dated April 30, 2012 10% Owner J-Other D Common Stock, no par value 1,252,155 25.76 32.26M 3,783,929
2013-04-24 Regan Michael A. Director D Common Stock, no par value 0 0.00 0
2013-02-27 SULLIVAN DANIEL C Director P-Purchase A Common Stock 1,000 18.33 18.3K 2,000
2012-12-20 Wolfe H.E. Officer A-Award A Restricted Common Stock 91,352 16.42 1.50M 91,352
2012-12-20 Crittenden David A. Officer A-Award A Restricted Common Stock 9,135 16.42 150.0K 9,135
2012-11-28 Casaroll Joseph J Director P-Purchase A Common Stock 500 15.54 7.8K 500
2012-11-13 Casaroll Joseph J Director S-Sale D Common Stock 500 16.24 8.1K 0
2012-09-14 MOROUN MATTHEW T Director / 10% Owner A-Award A Common Stock, no par value 5,036,084 15.48 77.96M 5,036,084
2012-09-14 MOROUN MANUEL J Director / 10% Owner A-Award A Common Stock, no par value 2,184,000 15.48 33.81M 7,161,462
2012-09-14 MJ Moroun 2012 Annuity Trust, dated April 30, 2012 10% Owner D Common Stock, no par value 0 0.00 5,036,084
2011-05-17 Urban Richard P Director P-Purchase A Common Stock 5,000 15.50 77.5K 5,000
2008-10-28 Cochran Donald B Director / Officer P-Purchase A Common Stock 1,000 12.54 12.5K 1,500
2007-08-02 Cochran Donald B Officer P-Purchase A Common Stock 200 18.80 3.8K 500
2007-08-01 SULLIVAN DANIEL C Director P-Purchase A Common Stock 1,000 18.09 18.1K 1,000
2005-03-31 Casaroll Joseph J Director P-Purchase A Common Stock 500 22.78 11.4K 500
2005-02-10 Wahby Ted B Director 0 0.00 0
2005-02-10 Urban Richard P Director 0 0.00 0
2005-02-10 Sigler Robert E Officer D Stock Option (Right to Buy) 55,000 0.00 0
2005-02-10 SULLIVAN DANIEL C Director 0 0.00 0
2005-02-10 MOROUN MATTHEW T Director / 10% Owner D Common Stock, no par value 0 0.00 5,045,038
2005-02-10 MOROUN MANUEL J Director / 10% Owner I Common Stock, no par value 0 0.00 4,977,462
2005-02-10 Fonzi Angelo A Director 0 0.00 0
2005-02-10 Cochran Donald B Officer D Stock Option (Right to Buy) 55,000 0.00 0
2005-02-10 Casaroll Joseph J Director 0 0.00 0
2005-02-10 Blumenauer Leo Officer D Stock Option (Right to Buy) 55,000 0.00 0

Executive team

Top executives
EBIT / Employee
5.6K
Shares Outstanding
26.35M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Tim Phillips Chief Executive Officer and President 700.2K 318.5K 175.0K 111.00 1.19M 14.66%
2 2025 Jude Beres Chief Financial Officer and Treasurer 548.3K 210.0K 223.6K 111.00 982.0K 22.77%
3 2024 Tim Phillips Chief Executive Officer and President 651.0K 410.0K 164.9K 133.00 1.23M 13.45%
4 2024 Jude Beres Chief Financial Officer and Treasurer 524.6K 308.7K 166.9K 133.00 1.00M 16.69%
5 2023 Tim Phillips Chief Executive Officer and President 602.0K 378.0K 252.0K 133.00 1.23M 20.45%
6 2023 Jude Beres Chief Financial Officer and Treasurer 503.4K 246.0K 232.9K 133.00 982.4K 23.71%
7 2022 Tim Phillips Chief Executive Officer and President 559.3K 588.0K 133.00 1.15M 0.00%
8 2022 Jude Beres Chief Financial Officer and Treasurer 479.4K 349.3K 133.00 828.8K 0.00%
9 2021 Tim Phillips Chief Executive Officer and President 500.0K 500.0K 133.00 1.00M 0.00%
10 2021 Jude Beres Chief Financial Officer and Treasurer 456.5K 415.0K 133.00 871.7K 0.00%
11 2020 Tim Phillips Chief Executive Officer and President 488.5K 450.0K 1.13M 139.00 2.07M 54.61%
12 2020 Jude Beres Chief Financial Officer and Treasurer 425.9K 390.0K 88.7K 139.00 904.7K 9.80%
13 2020 Jeff Rogers Former Chief Executive Officer and President 345.0K 345.0K 0.00%
14 2019 Jude Beres Chief Financial Officer and Treasurer 384.0K 400.0K 235.6K 151.00 1.02M 23.10%
15 2019 Jude Beres Chief Financial Officer and Treasurer 384.0K 400.0K 88.7K 151.00 872.9K 10.16%
16 2019 Jeff Rogers Former Chief Executive Officer and President 583.4K 282.7K 151.00 866.3K 32.64%
17 2019 Tim Phillips Chief Executive Officer and President 288.5K 240.0K 235.6K 151.00 764.3K 30.83%
18 2019 Jeff Rogers Former Chief Executive Officer and President 583.4K 151.00 583.5K 0.00%
19 2018 Jeff Rogers CEO 471.5K 525.0K 282.7K 151.00 1.28M 22.10%
20 2018 Jeff Rogers Former Chief Executive Officer and President 471.5K 525.0K 282.7K 151.00 1.28M 22.10%
21 2018 Jeff Rogers Former Chief Executive Officer and President 471.5K 525.0K 151.00 996.6K 0.00%
22 2018 Jude Beres Chief Financial Officer and Treasurer 337.1K 250.0K 235.6K 151.00 822.9K 28.63%
23 2018 Jude Beres CFO and Treasurer 337.1K 250.0K 235.6K 151.00 822.9K 28.63%
24 2018 Jude Beres Chief Financial Officer and Treasurer 337.1K 250.0K 151.00 587.3K 0.00%
25 2018 Tim Phillips Chief Executive Officer and President 269.0K 200.0K 151.00 469.2K 0.00%
26 2017 Jeff Rogers CEO 436.9K 397.0K 134.5K 128.00 968.5K 13.89%
27 2017 Jeff Rogers Former Chief Executive Officer and President 436.9K 397.0K 134.5K 128.00 968.5K 13.89%
28 2017 Jude Beres CFO and Treasurer 325.6K 125.0K 128.00 450.7K 0.00%
29 2017 Jude Beres Chief Financial Officer and Treasurer 325.6K 125.0K 128.00 450.7K 0.00%
30 2016 Jeff Rogers CEO 426.4K 150.0K 155.5K 128.00 732.0K 21.24%
31 2016 David A. Crittenden Former CFO and Treasurer 99.4K 314.8K 414.2K 0.00%
32 2016 Jude Beres CFO and Treasurer 298.5K 96.0K 128.00 394.6K 0.00%
33 2015 Jeff Rogers Chief Executive Officer 418.9K 150.0K 173.1K 119.00 742.1K 23.33%
34 2015 Jeff Rogers CEO 418.9K 150.0K 173.0K 119.00 742.0K 23.32%
35 2015 Jude Beres CFO and Treasurer 202.8K 85.0K 149.3K 437.1K 34.16%
36 2015 David A. Crittenden Former CFO and Treasurer 348.3K 43.8K 9.2K 401.4K 10.92%
37 2015 David A. Crittenden Former CFO and Treasurer 348.3K 43.8K 9.2K 401.4K 10.92%
38 2015 Donald B. Cochran Former President and Vice Chairman 62.7K 326.5K 389.2K 0.00%
39 2014 H. E. “Scott” Wolfe Former Chief Executive Officer 450.0K 8.4K 458.4K 0.00%
40 2014 Donald B. Cochran Former President and Vice Chairman 443.4K 13.1K 456.5K 0.00%
41 2014 David A. Crittenden Chief Financial Officer and Treasurer 332.2K 30.0K 9.2K 371.4K 0.00%
42 2014 Jeffrey A. Rogers 207.7K 150.0K 60.00 357.8K 0.00%
43 2014 Jeff Rogers Chief Executive Officer 207.7K 150.0K 60.00 357.8K 0.00%
44 2013 H. E. “Scott” Wolfe Chief Executive 428.7K 441.0K 8.3K 878.0K 0.00%
45 2013 H. E. “Scott” Wolfe Former Chief Executive Officer 428.7K 441.0K 8.3K 878.0K 0.00%
46 2013 David A. Crittenden Chief Financial 300.5K 318.5K 8.8K 627.8K 0.00%
47 2013 David A. Crittenden Chief Financial Officer and Treasurer 300.5K 318.5K 8.8K 627.8K 0.00%
48 2013 Donald B. Cochran President and Vice Chairman 422.3K 13.1K 435.4K 0.00%
49 2013 Donald B. Cochran Former President and Vice Chairman 422.3K 13.1K 435.4K 0.00%
50 2012 H. E. “Scott” Wolfe Chief Executive 405.3K 1.50M 378.3K 7.7K 2.29M 65.47%
51 2012 H. E. “Scott” Wolfe Former Chief Executive Officer 405.3K 1.50M 378.3K 7.7K 2.29M 65.47%
52 2012 H. E. “Scott” Wolfe Chief Executive 405.3K 300.0K 378.3K 7.7K 1.09M 27.49%
53 2012 David A. Crittenden Chief Financial 268.5K 150.0K 239.0K 7.9K 665.4K 22.54%
54 2012 David A. Crittenden Chief Financial Officer and Treasurer 268.5K 150.0K 239.0K 7.9K 665.4K 22.54%
55 2012 David A. Crittenden Chief Financial Officer and Treasurer 268.5K 30.0K 239.0K 7.9K 545.4K 5.50%
56 2012 Donald B. Cochran Former President and Vice Chairman 402.2K 84.5K 13.1K 499.7K 0.00%
57 2012 Donald B. Cochran President and Vice Chairman 402.2K 84.5K 13.1K 499.7K 0.00%
58 2012 Robert E. Sigler Executive Vice President and Secretary 348.5K 73.2K 1.5K 423.2K 0.00%
59 2011 Donald B. Cochran President and Vice Chairman 380.7K 60.2K 13.1K 453.9K 0.00%
60 2011 Donald B. Cochran President and Chief Executive Officer 380.7K 60.2K 13.1K 453.9K 0.00%
61 2011 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 329.9K 52.1K 1.5K 383.5K 0.00%
62 2011 Robert E. Sigler Executive Vice President and Secretary 329.9K 52.1K 1.5K 383.5K 0.00%
63 2010 Donald B. Cochran President and Vice Chairman 354.2K 13.2K 367.4K 0.00%
64 2010 Donald B. Cochran President and Chief Executive Officer 354.2K 13.2K 367.4K 0.00%
65 2010 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 306.9K 1.5K 308.5K 0.00%
66 2010 Robert E. Sigler Executive Vice President and Secretary 306.9K 1.5K 308.5K 0.00%
67 2009 Donald B. Cochran President and Chief Executive Officer 346.5K 13.2K 359.7K 0.00%
68 2009 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 300.3K 1.5K 301.8K 0.00%
69 2008 Donald B. Cochran President and Chief Executive Officer 352.0K 10.4K 13.2K 375.7K 0.00%
70 2008 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 305.0K 9.0K 1.5K 315.6K 0.00%
71 2007 Donald B. Cochran President and Chief Executive Officer 335.5K 69.5K 13.3K 418.3K 0.00%
72 2007 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 290.9K 60.2K 1.6K 352.7K 0.00%
73 2006 Donald B. Cochran President and Chief Executive Officer 319.6K 317.4K 169.7K 806.7K 0.00%
74 2006 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 277.1K 288.4K 131.2K 696.7K 0.00%
75 2006 Donald B. Cochran President and Chief Executive Officer 319.6K 100.0K 217.4K 6.6K 643.5K 0.00%
76 2006 Leo Blumenauer Vice President of Business Development 232.3K 250.8K 110.2K 593.3K 0.00%
77 2006 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 277.1K 100.0K 188.4K 1.7K 567.1K 0.00%
78 2005 Donald B. Cochran President and Chief Executive Officer 304.2K 288.5K 55.0K 141.2K 592.8K 9.28%
79 2005 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 263.9K 252.7K 55.0K 103.6K 516.6K 10.65%
80 2005 Leo Blumenauer Vice President of Business Development 245.5K 216.6K 55.0K 89.7K 462.1K 11.90%
81 2004 Donald B. Cochran President and Chief Executive Officer 252.4K 187.6K 6.5K 440.0K 0.00%
82 2004 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 214.3K 157.8K 6.2K 372.1K 0.00%
83 2004 Leo Blumenauer Vice President of Business Development 199.3K 146.7K 1.7K 346.0K 0.00%
84 2003 Donald B. Cochran President and Chief Executive Officer 217.3K 49.5K 266.9K 0.00%
85 2003 Robert E. Sigler Vice President, Chief Financial Officer, Secretary and Treasurer 181.1K 41.6K 222.7K 0.00%
86 2003 Leo Blumenauer Vice President of Business Development 174.4K 38.7K 213.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-31 DEFA14A
2026-03-31 DEF 14A
2025-03-31 DEFA14A
2025-03-31 DEF 14A
2025-03-20 PRE 14A
2024-03-29 DEFA14A
2024-03-29 DEF 14A
2023-03-31 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 4
2026-05-01 8-K
2026-04-08 8-K
2026-03-31 DEFA14A
2026-03-31 DEF 14A
2026-03-31 ARS
2026-03-20 8-K
2026-03-19 8-K
2026-03-16 10-K
2026-03-13 8-K

Executive team

NameTitleCompensationGender
Tim Phillips Chief Executive Officer, President & Director 1M male
Jude Marcus Beres Chief Financial Officer & Treasurer 758.4K male
Steven A. Fitzpatrick Vice President of Finance & Investor Relations and Secretary male
ESG Rating
B-
TRUCKING
2018
E (Environmental)
55.7 / 60.4
Company / Sector avg.
S (Social)
57.3 / 54.4
Company / Sector avg.
G (Governance)
58.1 / 54.1
Company / Sector avg.
ESG Total
57.0 / 56.3
Company / Sector avg.
ESG Score History TRUCKING
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