Utah Medical Products, Inc. (UTMD)
Midvale, UT, US
Utah Medical Products, Inc. (UTMD) is a healthcare technology company focused on the creation, production, and supply of medical devices for the healthcare sector. UTMD offers a comprehensive portfolio of medical devices primarily serving labor and delivery departments and neonatal intensive care units. Key offerings include fetal monitoring accessories, vacuum-assisted delivery systems, and other specialized tools for childbirth. For newborns, they provide respiratory hoods (DISPOSA-HOOD), umbilical vessel catheters (GESCO), silicone oral protection devices (PALA-NATE), and lumbar sampling kits (MYELO-NATE). Beyond maternity care, the company supplies blood pressure monitoring systems (DELTRAN PLUS), disposable peritoneal dialysis sets (DIALY-NATE), urinary drainage systems (URI-CATH), and feeding devices (NUTRI-CATH/NUTRI-LOK). They also manufacture HEMO-NATE disposable filters, various catheterization procedure trays, and DELTRAN disposable pressure transducers along with related accessories and molded parts. A substantial portion of UTMD's offerings targets women's health and gynecological interventions. This includes advanced electrosurgical solutions like the LETZ system for cervical lesion excision, paired with FINESSE+ generators and various specialized electrodes (loop, ball, needle), and FILTRESSE evacuators. They also provide laparoscopic instruments (Femcare line), including trocars and cannulae, alongside EPITOME and OptiMicro electrosurgical devices. Complementing these are products for surgical contraception (Filshie Clip), endoscopic irrigation (PATHFINDER PLUS), suprapubic catheterization, and urinary incontinence management (LIBERTY systems). Specialized tools for uterine assessment and sampling, such as the ENDOCURETTE and TVUS/HSG-Cath, as well as the LUMIN uterine manipulator for laparoscopic procedures, complete this extensive portfolio. UTMD's diverse product range serves various healthcare settings, including neonatal intensive care units, labor and delivery wards, women's health centers within hospitals, outpatient clinics, and physicians' offices. The company facilitates distribution through a combination of direct customer service and sales teams, independent consultants, and manufacturer representatives. Established in 1978, Utah Medical Products, Inc. maintains its headquarters in Midvale, Utah.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.27% | +3.18% | +1.57% | -0.24% | +17.92% | +18.75% | +21.41% | -28.92% | -21.82% | +1.54% | +6,052.78% |
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 | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
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Revenue growth Medical - Instruments & Supplies: +7.9%-5.8% Q1'26: -10.2% (vs Q1'25)
-
EPS growth Medical - Instruments & Supplies: +16.3%-12.1% Q1'26: -10.9% (vs Q1'25)
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FCF margin FCF growth · Medical - Instruments & Supplies: +27.1%+36.8% Q1'26: +34.2% (vs Q1'25)
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EBIT margin Medical - Instruments & Supplies: +13.5%+36.6% ★ Q1'26: +29.4% (vs Q1'25)
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ROIC Medical - Instruments & Supplies: +6.0%+33.5% ★ Q1'26: +25.3% (vs Q1'25)
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Share dilution Medical - Instruments & Supplies: +0.1%-7.5% ★ Q1'26: -3.8% (vs Q1'25)
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Debt / EBITDA Net debt/EBITDA · Medical - Instruments & Supplies: -0.24×0.01× ★ Q1'26: 0.02× (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 1993 actual |
Dec 1996 actual |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
37.00M
est: 38.56M (-4.1%)
|
38.70M
est: 38.58M (+0.3%)
|
24.30M
est: 27.95M (-13.0%)
|
27.70M
est: 28.21M (-1.8%)
|
29.44M
est: 25.58M (+15.1%)
|
40.49M
est: 38.34M (+5.6%)
|
41.28M
est: 42.02M (-1.8%)
|
40.16M
est: 46.22M (-13.1%)
|
39.30M
est: 50.84M (-22.7%)
|
41.41M
est: 55.93M (-26.0%)
|
42.00M
est: 61.52M (-31.7%)
|
46.90M
est: 67.67M (-30.7%)
|
42.18M
est: 74.44M (-43.3%)
|
49.05M
est: 81.88M (-40.1%)
|
52.28M
est: 90.07M (-42.0%)
|
50.22M
est: 99.08M (-49.3%)
|
| EBITDA |
9.90M
est: 11.94M (-17.1%)
|
13.30M
est: 15.17M (-12.3%)
|
6.97M
est: 9.22M (-24.4%)
|
8.80M
est: 9.85M (-10.6%)
|
10.47M
est: 9.05M (+15.8%)
|
18.10M
est: 15.33M (+18.1%)
|
19.64M
est: 17.06M (+15.1%)
|
18.84M
est: 18.77M (+0.4%)
|
19.02M
est: 20.65M (-7.9%)
|
21.78M
est: 22.71M (-4.1%)
|
21.65M
est: 24.98M (-13.3%)
|
24.51M
est: 27.48M (-10.8%)
|
20.92M
est: 30.23M (-30.8%)
|
26.16M
est: 33.25M (-21.3%)
|
26.87M
est: 36.58M (-26.5%)
|
24.75M
est: 40.24M (-38.5%)
|
| EBIT |
8.90M
est: 9.23M (-3.6%)
|
11.90M
est: 12.09M (-1.6%)
|
5.47M
est: 6.01M (-8.9%)
|
6.70M
est: 6.90M (-2.9%)
|
8.28M
est: 6.96M (+19.0%)
|
14.91M
est: 12.88M (+15.8%)
|
16.28M
est: 14.25M (+14.2%)
|
15.69M
est: 15.68M (+0.1%)
|
16.19M
est: 17.25M (-6.2%)
|
19.01M
est: 18.97M (+0.2%)
|
18.70M
est: 20.87M (-10.4%)
|
17.63M
est: 22.96M (-23.2%)
|
13.71M
est: 25.25M (-45.7%)
|
18.88M
est: 27.78M (-32.0%)
|
19.79M
est: 30.56M (-35.2%)
|
18.44M
est: 33.61M (-45.1%)
|
| Net Income |
7.00M
est: 7.16M (-2.3%)
|
8.80M
est: 8.87M (-0.8%)
|
4.30M
est: 4.73M (-9.0%)
|
4.90M
est: 4.97M (-1.5%)
|
5.47M
est: 4.59M (+19.0%)
|
11.41M
est: 9.66M (+18.0%)
|
11.38M
est: 10.71M (+6.2%)
|
11.84M
est: 11.79M (+0.5%)
|
12.13M
est: 12.96M (-6.5%)
|
8.51M
est: 14.26M (-40.4%)
|
18.55M
est: 15.69M (+18.3%)
|
14.73M
est: 17.26M (-14.7%)
|
10.80M
est: 18.98M (-43.1%)
|
14.79M
est: 20.88M (-29.2%)
|
16.47M
est: 22.97M (-28.3%)
|
16.64M
est: 25.26M (-34.2%)
|
| SGA |
7.60M
est: 7.98M (-4.8%)
|
5.90M
est: 5.80M (+1.8%)
|
6.10M
est: 6.72M (-9.2%)
|
6.60M
est: 6.71M (-1.6%)
|
6.80M
est: 5.80M (+17.1%)
|
8.95M
est: 7.72M (+16.0%)
|
8.32M
est: 8.37M (-0.6%)
|
8.01M
est: 9.21M (-13.0%)
|
7.03M
est: 10.13M (-30.6%)
|
6.94M
est: 11.14M (-37.7%)
|
7.16M
est: 12.26M (-41.6%)
|
11.35M
est: 13.48M (-15.8%)
|
11.35M
est: 14.83M (-23.5%)
|
11.51M
est: 16.32M (-29.4%)
|
11.91M
est: 17.95M (-33.6%)
|
12.70M
est: 19.74M (-35.7%)
|
| EPS |
0.60
est: 0.65 (-7.7%)
|
0.94
est: 0.92 (+2.2%)
|
0.51
est: 0.71 (-28.2%)
|
0.59
est: 0.62 (-4.8%)
|
0.76
est: 0.57 (+33.3%)
|
3.02
est: 2.31 (+30.7%)
|
3.02
est: 2.67 (+13.3%)
|
3.14
est: 2.93 (+7.2%)
|
3.22
est: 3.23 (-0.2%)
|
2.29
est: 3.55 (-35.4%)
|
4.97
est: 3.90 (+27.4%)
|
3.96
est: 4.29 (-7.7%)
|
2.95
est: 4.73 (-37.6%)
|
4.05
est: 5.20 (-22.0%)
|
4.53
est: 5.71 (-20.7%)
|
4.57
est: 6.29 (-27.3%)
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-27 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-26 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-22 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-21 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-20 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-19 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-18 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-15 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-14 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-13 | A+ | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-12 | A+ | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-11 | A+ | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-08 | A | 4/5 | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-07 | A | 4/5 | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-06 | A | 4/5 | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-05 | A | 4/5 | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-04 | A | 4/5 | 4/5 | 3/5 | 5/5 | 4/5 | 3/5 | 4/5 |
| 2026-05-01 | A | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 4/5 |
| 2026-04-30 | A | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 4/5 |
| 2026-04-29 | A | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 4/5 |
| 2026-04-28 | A | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 4/5 |
| 2026-04-27 | A | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 4/5 |
| 2026-04-24 | A | 4/5 | 4/5 | 3/5 | 5/5 | 3/5 | 3/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ###-##-####) | 1.28M | 12.99% | — | — | 1.28M | — | IN | United States of America | 1996-02-14 | ↗ |
| 2 | 04-2507163) | 878.3K | 10.00% | — | — | 878.3K | — | HC | Commonwealth of Massachusetts | 1997-02-13 | ↗ |
| 3 | Edward C. Johnson 3d | 758.8K | 11.76% | — | — | 758.8K | — | IN | United States of America | 2000-02-14 | ↗ |
| 4 | Abigail P. Johnson | 467.7K | 12.81% | — | — | 467.7K | — | IN | United States of America | 2022-02-09 | ↗ |
| 5 | FMR LLC | 467.7K | 12.81% | 73.8K | — | 467.7K | — | HC | Delaware | 2022-02-09 | ↗ |
| 6 | 85-4328500 | 341.9K | 9.40% | 100.7K | — | 341.9K | — | IA | Maryland | 2023-02-14 | ↗ |
| 7 | TAX # 46-5301261 | 297.5K | 7.91% | 297.5K | — | 297.5K | — | OO | USA, Texas | 2014-07-10 | ↗ |
| 8 | TAX # 742961140 | 268.5K | 7.02% | 584.00 | 267.9K | 584.00 | 267.9K | IA | USA, Texas | 2009-02-13 | ↗ |
| 9 | Fidelity Low-Priced Stock Fund | 240.9K | 6.60% | 240.9K | — | — | — | IV | Massachusetts | 2022-02-09 | ↗ |
| 10 | 13-3127734 | 239.2K | 6.41% | 210.4K | — | 239.2K | — | HC | Delaware | 2019-02-13 | ↗ |
| 11 | (1) BlackRock, Inc. | 225.3K | 6.10% | 221.1K | — | 225.3K | — | HC | Delaware | 2020-02-07 | ↗ |
| 12 | 26-0385758 | 222.9K | 6.10% | 207.9K | — | 222.9K | — | IA | Delaware | 2022-02-11 | ↗ |
| 13 | (on behalf of Merrill Lynch Investment Managers (MLIM"))** | 206.8K | 5.03% | — | 206.8K | — | 206.8K | HC, CO | NUMBER OF SHARES BENEFICALLY OWNED BY EACH REPORTING PERSON WITH | 2005-01-19 | ↗ |
| 14 | The Vanguard Group - 23-1945930 | 188.9K | 5.19% | — | 6.0K | — | — | IA | Pennsylvania For | 2021-02-10 | ↗ |
| 15 | Lazard Asset Management LLC | 187.2K | 11.00% | 103.5K | — | 187.2K | — | IA | Delaware | 2019-02-12 | ↗ |
| 16 | 30-0447847 | 175.5K | 5.00% | 170.0K | — | 175.5K | — | IA | Delaware | 2024-10-31 | ↗ |
| 17 | (. | 160.6K | 3.48% | 160.6K | — | 160.6K | — | IA | Citizenship or Place of Organization | 2004-02-06 | ↗ |
| 18 | 52-0556948 | 22.2K | 0.60% | 22.2K | — | 22.2K | — | IA | Maryland | 2022-08-10 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BRANDES INVESTMENT PARTNERS, LP | 351.3K +13.4K (+4.0%) | 19.66M -1.6M (-7.6%) | 10.61% +0.405 pp | 0.15% -0.021 pp | USD64.78 -13.6% | 15 qtrs — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 196.5K -3.5K (-1.8%) | 11.00M -1.6M (-12.7%) | 5.94% -0.106 pp | 0.00% 0.000 pp | USD62.21 -10.0% | 51 qtrs — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 193.6K -7.3K (-3.6%) | 10.83M -1.8M (-14.4%) | 5.85% -0.221 pp | 0.02% +0.000 pp | USD67.82 -17.5% | 80 qtrs — |
| 4 | BLACKROCK, INC. | 184.5K +4.7K (+2.6%) | 10.33M -996.7K (-8.8%) | 5.58% +0.142 pp | 0.00% +0.000 pp | USD65.60 -14.7% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 176.0K +344.0 (+0.2%) | 9.85M -1.2M (-11.0%) | 5.32% +0.010 pp | 0.00% +0.000 pp | USD74.40 -24.8% | 83 qtrs — |
| 6 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 109.0K +— (+0.0%) | 6.10M -764.1K (-11.1%) | 3.29% +0.000 pp | 0.02% -0.003 pp | USD64.44 -13.2% | 8 qtrs — |
| 7 | MINERVA ADVISORS LLC | 93.6K +557.0 (+0.6%) | 5.24M -621.2K (-10.6%) | 2.83% +0.017 pp | 3.50% -0.223 pp | USD63.08 -11.3% | 7 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 87.8K -2.2K (-2.4%) | 4.91M -752.1K (-13.3%) | 2.65% -0.065 pp | 0.00% 0.000 pp | USD69.87 -19.9% | 55 qtrs — |
| 9 | STATE STREET CORP | 68.0K -2.3K (-3.2%) | 3.83M -619.0K (-13.9%) | 2.05% -0.068 pp | 0.00% +0.000 pp | USD70.53 -20.7% | 51 qtrs — |
| 10 | RICE HALL JAMES & ASSOCIATES, LLC | 64.4K +3.0K (+4.8%) | 3.60M -264.6K (-6.8%) | 1.95% +0.090 pp | 0.20% -0.013 pp | USD80.60 -30.6% | 37 qtrs — |
| 11 | MORGAN STANLEY | 43.7K -13.6K (-23.7%) | 2.45M -1.2M (-32.2%) | 1.32% -0.411 pp | 0.00% 0.000 pp | USD64.41 -13.1% | 51 qtrs — |
| 12 | HUBER CAPITAL MANAGEMENT LLC | 36.8K -11.0K (-23.0%) | 2.06M -951.7K (-31.6%) | 1.11% -0.333 pp | 0.30% -0.174 pp | USD59.10 -5.3% | 5 qtrs — |
| 13 | BANK OF NEW YORK MELLON CORP | 35.5K -10.0K (-21.9%) | 1.99M -878.1K (-30.6%) | 1.07% -0.302 pp | 0.00% 0.000 pp | USD76.83 -27.2% | 55 qtrs — |
| 14 | NORTHERN TRUST CORP | 29.3K -2.1K (-6.8%) | 1.64M -338.7K (-17.1%) | 0.88% -0.064 pp | 0.00% +0.000 pp | USD63.49 -11.9% | 51 qtrs — |
| 15 | CARDINAL CAPITAL MANAGEMENT | 24.8K +459.0 (+1.9%) | 1.39M -148.2K (-9.6%) | 0.75% +0.014 pp | 0.18% -0.029 pp | USD67.02 -16.5% | 44 qtrs — |
| 16 | QUANTINNO CAPITAL MANAGEMENT LP | 23.7K +739.0 (+3.2%) | 1.33M -119.5K (-8.3%) | 0.72% +0.022 pp | 0.00% -0.001 pp | USD60.02 -6.8% | 3 qtrs — |
| 17 | EVERETT HARRIS & CO /CA/ | 21.3K +4.2K (+24.1%) | 1.19M +111.8K (+10.3%) | 0.64% +0.125 pp | 0.01% +0.001 pp | USD61.61 -9.2% | 35 qtrs — |
| 18 | BARD ASSOCIATES INC | 18.2K -2.6K (-12.4%) | 1.02M -289.1K (-22.0%) | 0.55% -0.078 pp | 0.26% -0.086 pp | USD82.21 -31.9% | 10 qtrs — |
| 19 | MILLENNIUM MANAGEMENT LLC | 16.3K -4.2K (-20.5%) | 914.8K -379.6K (-29.3%) | 0.49% -0.127 pp | 0.00% 0.000 pp | USD75.25 -25.6% | 12 qtrs — |
| 20 | QUBE RESEARCH & TECHNOLOGIES LTD | 15.3K +1.8K (+13.2%) | 854.7K +5.4K (+0.6%) | 0.46% +0.054 pp | 0.00% +0.000 pp | USD65.81 -15.0% | 9 qtrs — |
| 21 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14.9K +337.0 (+2.3%) | 834.0K -83.2K (-9.1%) | 0.45% +0.010 pp | 0.00% -0.001 pp | USD60.42 -7.4% | 3 qtrs — |
| 22 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.7K -1.5K (-9.2%) | 823.0K -196.0K (-19.2%) | 0.44% -0.045 pp | 0.00% +0.000 pp | USD61.76 -9.4% | 53 qtrs — |
| 23 | LSV ASSET MANAGEMENT | 13.5K +500.0 (+3.9%) | 754.0K -63.0K (-7.7%) | 0.41% +0.015 pp | 0.00% 0.000 pp | USD84.17 -33.5% | 16 qtrs — |
| 24 | AMERIPRISE FINANCIAL INC | 13.4K +— (+0.0%) | 749.9K -93.9K (-11.1%) | 0.40% +0.000 pp | 0.00% +0.000 pp | USD64.32 -13.0% | 8 qtrs — |
| 25 | FMR LLC | 13.2K +473.0 (+3.7%) | 740.9K -63.0K (-7.8%) | 0.40% +0.014 pp | 0.00% +0.000 pp | USD58.44 -4.2% | 70 qtrs — |
| 26 | SEGALL BRYANT & HAMILL, LLC | 11.5K -53.0 (-0.5%) | 642.5K -83.8K (-11.5%) | 0.35% -0.002 pp | 0.01% -0.001 pp | USD62.97 -11.1% | 2 qtrs — |
| 27 | GOLDMAN SACHS GROUP INC | 11.0K +5.9K (+114.9%) | 617.4K +294.2K (+91.0%) | 0.33% +0.178 pp | 0.00% +0.000 pp | USD61.39 -8.8% | 27 qtrs — |
| 28 | CITADEL ADVISORS LLC | 11.0K +11.0K (+100.0%) | 613.0K +613.0K (+100.0%) | 0.33% +0.331 pp | 0.00% +0.000 pp | USD55.96 +0.0% | 17 qtrs — |
| 29 | AQR CAPITAL MANAGEMENT LLC | 10.6K -4.8K (-30.9%) | 595.9K -374.2K (-38.6%) | 0.32% -0.144 pp | 0.00% 0.000 pp | USD59.58 -6.1% | 3 qtrs — |
| 30 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10.4K -720.0 (-6.5%) | 583.8K -118.5K (-16.9%) | 0.32% -0.022 pp | 0.00% +0.000 pp | USD71.21 -21.4% | 55 qtrs — |
| 31 | ISTHMUS PARTNERS, LLC | 9.2K -29.1K (-75.9%) | 516.7K -1.9M (-78.6%) | 0.28% -0.878 pp | 0.06% -0.477 pp | USD72.64 -23.0% | 40 qtrs — |
| 32 | ADVISOR GROUP HOLDINGS, INC. | 9.0K +739.0 (+8.9%) | 504.0K -10.4K (-2.0%) | 0.27% +0.022 pp | 0.00% +0.000 pp | USD62.54 -10.5% | 24 qtrs — |
| 33 | D. E. SHAW & CO., INC. | 8.8K -346.0 (-3.8%) | 494.4K -83.7K (-14.5%) | 0.27% -0.011 pp | 0.00% 0.000 pp | USD77.09 -27.4% | 13 qtrs — |
| 34 | MERCER GLOBAL ADVISORS INC /ADV | 7.8K +478.0 (+6.5%) | 436.8K -24.6K (-5.3%) | 0.24% +0.014 pp | 0.00% 0.000 pp | USD75.33 -25.7% | 20 qtrs — |
| 35 | JANE STREET GROUP, LLC | 7.4K +3.9K (+110.2%) | 416.3K +193.5K (+86.8%) | 0.22% +0.118 pp | 0.00% +0.000 pp | USD59.29 -5.6% | 8 qtrs — |
| 36 | LPL FINANCIAL LLC | 7.4K +1.1K (+17.6%) | 412.5K +17.7K (+4.5%) | 0.22% +0.033 pp | 0.00% +0.000 pp | USD59.36 -5.7% | 5 qtrs — |
| 37 | AMERICAN CENTURY COMPANIES INC | 7.3K -878.0 (-10.7%) | 408.5K -106.5K (-20.7%) | 0.22% -0.027 pp | 0.00% 0.000 pp | USD79.94 -30.0% | 11 qtrs — |
| 38 | ROYAL BANK OF CANADA | 7.1K +575.0 (+8.8%) | 398.0K -13.0K (-3.2%) | 0.21% +0.017 pp | 0.00% +0.000 pp | USD64.46 -13.2% | 51 qtrs — |
| 39 | BRIDGE CITY CAPITAL, LLC | 6.9K +1.3K (+22.3%) | 385.2K +30.7K (+8.7%) | 0.21% +0.038 pp | 0.11% +0.019 pp | USD72.78 -23.1% | 9 qtrs — |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 6.6K +314.0 (+5.0%) | 369.9K -26.6K (-6.7%) | 0.20% +0.010 pp | 0.00% +0.000 pp | USD71.13 -21.3% | 20 qtrs — |
| 41 | INVESCO LTD. | 6.0K +243.0 (+4.2%) | 336.9K -26.9K (-7.4%) | 0.18% +0.007 pp | 0.00% +0.000 pp | USD57.17 -2.1% | 4 qtrs — |
| 42 | NUVEEN, LLC | 5.7K +— (+0.0%) | 317.2K -39.7K (-11.1%) | 0.17% +0.000 pp | 0.00% +0.000 pp | USD56.04 -0.1% | 4 qtrs — |
| 43 | BARCLAYS PLC | 5.6K +1.0K (+22.8%) | 314.4K +8.4K (+2.7%) | 0.17% +0.032 pp | 0.00% +0.000 pp | USD63.96 -12.5% | 51 qtrs — |
| 44 | RITHOLTZ WEALTH MANAGEMENT | 5.5K +472.0 (+9.4%) | 308.6K -8.9K (-2.8%) | 0.17% +0.014 pp | 0.01% -0.001 pp | USD62.37 -10.3% | 2 qtrs — |
| 45 | SEIZERT CAPITAL PARTNERS, LLC | 5.4K +— (+0.0%) | 304.2K -38.1K (-11.1%) | 0.16% +0.000 pp | 0.01% -0.002 pp | USD79.97 -30.0% | 40 qtrs — |
| 46 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5.3K +— (+0.0%) | 298.2K -37.3K (-11.1%) | 0.16% +0.000 pp | 0.00% +0.000 pp | USD66.91 -16.4% | 6 qtrs — |
| 47 | ALLIANCEBERNSTEIN L.P. | 5.3K +— (+0.0%) | 296.6K -37.2K (-11.1%) | 0.16% +0.000 pp | 0.00% +0.000 pp | USD94.02 -40.5% | 32 qtrs — |
| 48 | TWO SIGMA INVESTMENTS, LP | 5.2K -344.0 (-6.3%) | 288.4K -57.8K (-16.7%) | 0.16% -0.010 pp | 0.00% 0.000 pp | USD69.79 -19.8% | 12 qtrs — |
| 49 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5.0K +— (+0.0%) | 279.8K -35.1K (-11.1%) | 0.15% +0.000 pp | 0.01% -0.001 pp | USD56.04 -0.1% | 4 qtrs — |
| 50 | ATRIA INVESTMENTS, INC | 4.9K -162.0 (-3.2%) | 275.6K -44.7K (-14.0%) | 0.15% -0.005 pp | 0.00% -0.001 pp | USD64.59 -13.4% | 7 qtrs — |
| 51 | TWO SIGMA ADVISERS, LP | 4.9K -2.3K (-31.9%) | 274.2K -179.2K (-39.5%) | 0.15% -0.070 pp | 0.00% 0.000 pp | USD74.41 -24.8% | 17 qtrs — |
| 52 | RHUMBLINE ADVISERS | 4.2K -844.0 (-16.8%) | 233.6K -82.4K (-26.1%) | 0.13% -0.026 pp | 0.00% 0.000 pp | USD71.07 -21.3% | 44 qtrs — |
| 53 | WELLS FARGO & COMPANY/MN | 4.1K +1.8K (+75.8%) | 230.8K +83.1K (+56.3%) | 0.12% +0.054 pp | 0.00% +0.000 pp | USD67.50 -17.1% | 57 qtrs — |
| 54 | PENOBSCOT INVESTMENT MANAGEMENT COMPANY, INC. | 4.0K +— (+0.0%) | 223.8K -28.0K (-11.1%) | 0.12% +0.000 pp | 0.02% -0.003 pp | USD31.10 +79.9% | 56 qtrs — |
| 55 | WILEY BROS.-AINTREE CAPITAL, LLC | 3.8K +396.0 (+11.6%) | 212.4K -1.7K (-0.8%) | 0.11% +0.012 pp | 0.00% 0.000 pp | USD62.24 -10.1% | 2 qtrs — |
| 56 | MARTINGALE ASSET MANAGEMENT L P | 3.7K -3.0 (-0.1%) | 207.7K -26.2K (-11.2%) | 0.11% 0.000 pp | 0.01% -0.001 pp | USD88.22 -36.6% | 18 qtrs — |
| 57 | SEI INVESTMENTS CO | 3.7K +28.0 (+0.8%) | 205.8K -24.0K (-10.4%) | 0.11% +0.001 pp | 0.00% +0.000 pp | USD56.04 -0.1% | 6 qtrs — |
| 58 | RUSSELL INVESTMENTS GROUP, LTD. | 2.8K -1.2K (-30.5%) | 157.8K -97.6K (-38.2%) | 0.09% -0.037 pp | 0.00% 0.000 pp | USD61.85 -9.5% | 37 qtrs — |
| 59 | STATE OF WYOMING | 2.8K +476.0 (+20.4%) | 157.2K +10.3K (+7.0%) | 0.08% +0.014 pp | 0.02% +0.001 pp | USD56.81 -1.5% | 3 qtrs — |
| 60 | BANK OF AMERICA CORP /DE/ | 2.7K +1.1K (+70.1%) | 152.0K +51.5K (+51.2%) | 0.08% +0.034 pp | 0.00% +0.000 pp | USD66.23 -15.5% | 52 qtrs — |
| 61 | METLIFE INVESTMENT MANAGEMENT, LLC | 2.2K +— (+0.0%) | 123.2K -15.4K (-11.1%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD89.79 -37.7% | 18 qtrs — |
| 62 | JPMORGAN CHASE & CO | 1.5K -36.0 (-2.3%) | 84.2K -12.8K (-13.2%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD80.67 -30.6% | 42 qtrs — |
| 63 | NEW YORK STATE COMMON RETIREMENT FUND | 1.4K +— (+0.0%) | 80.0K -10.0K (-11.1%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD62.62 -10.6% | 43 qtrs — |
| 64 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 1.4K -19.0 (-1.3%) | 78.5K -11.0K (-12.3%) | 0.04% -0.001 pp | 0.00% +0.000 pp | USD66.63 -16.0% | 7 qtrs — |
| 65 | COPELAND CAPITAL MANAGEMENT, LLC | 982.00 +— (+0.0%) | 55.0K -6.9K (-11.1%) | 0.03% +0.000 pp | 0.00% 0.000 pp | USD64.94 -13.8% | 29 qtrs — |
| 66 | CWM, LLC | 957.00 -373.0 (-28.0%) | 54.0K -30.0K (-35.7%) | 0.03% -0.011 pp | 0.00% 0.000 pp | USD60.39 -7.3% | 7 qtrs — |
| 67 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 958.00 +— (+0.0%) | 53.6K -6.7K (-11.1%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD61.47 -9.0% | 5 qtrs — |
| 68 | BNP PARIBAS ARBITRAGE, SNC | 648.00 -412.0 (-38.9%) | 36.3K -30.5K (-45.7%) | 0.02% -0.012 pp | 0.00% +0.000 pp | USD63.48 -11.8% | 47 qtrs — |
| 69 | PNC FINANCIAL SERVICES GROUP, INC. | 510.00 -92.0 (-15.3%) | 28.5K -9.4K (-24.7%) | 0.02% -0.003 pp | 0.00% +0.000 pp | USD59.77 -6.4% | 51 qtrs — |
| 70 | GOLDEN STATE WEALTH MANAGEMENT, LLC | 500.00 +— (+0.0%) | 28.0K -3.5K (-11.1%) | 0.02% +0.000 pp | 0.00% -0.001 pp | USD61.47 -9.0% | 5 qtrs — |
| 71 | VERSANT CAPITAL MANAGEMENT, INC | 440.00 -77.0 (-14.9%) | 24.6K -7.9K (-24.4%) | 0.01% -0.002 pp | 0.00% -0.001 pp | USD57.82 -3.2% | 5 qtrs — |
| 72 | US BANCORP \DE\ | 436.00 +22.0 (+5.3%) | 24.4K -1.7K (-6.4%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD57.53 -2.7% | 51 qtrs — |
| 73 | MASSMUTUAL TRUST CO FSB/ADV | 374.00 -21.0 (-5.3%) | 20.9K -3.9K (-15.9%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD58.48 -4.3% | 7 qtrs — |
| 74 | JONES FINANCIAL COMPANIES LLLP | 344.00 +160.0 (+87.0%) | 19.3K +7.7K (+66.6%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD56.70 -1.3% | 4 qtrs — |
| 75 | PINNACLE WEALTH PLANNING SERVICES, INC. | 338.00 +338.0 (+100.0%) | 18.9K +18.9K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.002 pp | USD55.96 +0.0% | 1 qtrs NEW |
| 76 | DEUTSCHE BANK AG\ | 321.00 -2.7K (-89.2%) | 18.0K -169.9K (-90.4%) | 0.01% -0.080 pp | 0.00% 0.000 pp | USD57.32 -2.4% | 5 qtrs — |
| 77 | UBS GROUP AG | 314.00 -2.2K (-87.6%) | 17.6K -141.6K (-89.0%) | 0.01% -0.067 pp | 0.00% +0.000 pp | USD74.34 -24.7% | 17 qtrs — |
| 78 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 313.00 +313.0 (+100.0%) | 17.5K +17.5K (+100.0%) | 0.01% +0.010 pp | 0.00% +0.001 pp | USD55.96 +0.0% | 1 qtrs NEW |
| 79 | AMERITAS INVESTMENT PARTNERS, INC. | 296.00 +— (+0.0%) | 16.6K -2.1K (-11.1%) | 0.01% +0.000 pp | 0.00% 0.000 pp | USD62.30 -10.2% | 36 qtrs — |
| 80 | LEGAL & GENERAL GROUP PLC | 295.00 +— (+0.0%) | 16.5K -2.1K (-11.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD85.43 -34.5% | 39 qtrs — |
| 81 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 273.00 +273.0 (+100.0%) | 15.3K +15.3K (+100.0%) | 0.01% +0.008 pp | 0.00% +0.000 pp | USD55.96 +0.0% | 1 qtrs NEW |
| 82 | FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 225.00 +— (+0.0%) | 12.6K -1.6K (-11.1%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD71.69 -21.9% | 36 qtrs — |
| 83 | TOWER RESEARCH CAPITAL LLC (TRC) | 207.00 -27.0 (-11.5%) | 11.6K -3.2K (-21.4%) | 0.01% -0.001 pp | 0.00% 0.000 pp | USD59.29 -5.6% | 23 qtrs — |
| 84 | NISA INVESTMENT ADVISORS, LLC | 198.00 +166.0 (+518.8%) | 11.1K +9.1K (+447.7%) | 0.01% +0.005 pp | 0.00% +0.000 pp | USD56.66 -1.2% | 7 qtrs — |
| 85 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 186.00 -60.0 (-24.4%) | 10.4K -5.1K (-32.8%) | 0.01% -0.002 pp | 0.00% +0.000 pp | USD54.35 +3.0% | 52 qtrs — |
| 86 | WEALTHCOLLAB, LLC | 186.00 +— (+0.0%) | 10.4K -1.3K (-11.1%) | 0.01% +0.000 pp | 0.00% -0.001 pp | USD56.92 -1.7% | 8 qtrs — |
| 87 | STERLING CAPITAL MANAGEMENT LLC | 174.00 -37.0 (-17.5%) | 9.7K -3.6K (-26.7%) | 0.01% -0.001 pp | 0.00% +0.000 pp | USD61.72 -9.3% | 6 qtrs — |
| 88 | CITIGROUP INC | 136.00 -50.0 (-26.9%) | 7.6K -4.1K (-35.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD68.74 -18.6% | 49 qtrs — |
| 89 | COMERICA BANK | 101.00 -440.0 (-81.3%) | 5.7K -28.4K (-83.4%) | 0.00% -0.013 pp | 0.00% 0.000 pp | USD63.17 -11.4% | 10 qtrs — |
| 90 | MEEDER ASSET MANAGEMENT INC | 99.00 +— (+0.0%) | 5.5K -694.0 (-11.1%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD62.97 -11.1% | 2 qtrs — |
| 91 | UBS ASSET MANAGEMENT AMERICAS INC | 96.00 +96.0 (+100.0%) | 5.4K +5.4K (+100.0%) | 0.00% +0.003 pp | 0.00% +0.000 pp | USD55.96 +0.0% | 1 qtrs NEW |
| 92 | AMALGAMATED BANK | 95.00 -24.0 (-20.2%) | 5.0K -2.0K (-28.6%) | 0.00% -0.001 pp | 0.00% +0.000 pp | USD89.38 -37.4% | 16 qtrs — |
| 93 | GAMMA INVESTING LLC | 71.00 -51.0 (-41.8%) | 4.0K -3.7K (-48.3%) | 0.00% -0.002 pp | 0.00% 0.000 pp | USD61.73 -9.3% | 6 qtrs — |
| 94 | SIGNATUREFD, LLC | 67.00 +67.0 (+100.0%) | 3.7K +3.7K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD55.96 +0.0% | 1 qtrs NEW |
| 95 | EVERSOURCE WEALTH ADVISORS, LLC | 62.00 -37.0 (-37.4%) | 3.5K -2.8K (-44.3%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD57.05 -1.9% | 5 qtrs — |
| 96 | PHYSICIAN WEALTH ADVISORS, INC. | 46.00 +— (+0.0%) | 2.6K -322.0 (-11.1%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD58.09 -3.7% | 3 qtrs — |
| 97 | AVION WEALTH | 48.00 +— (+0.0%) | 2.0K -1.0K (-33.3%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD56.90 -1.7% | 3 qtrs — |
| 98 | HARBOR CAPITAL ADVISORS, INC. | 30.00 -1.0 (-3.2%) | 2.0K +— (+0.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD66.87 -16.3% | 6 qtrs — |
| 99 | OPTIVER HOLDING B.V. | 34.00 +— (+0.0%) | 1.9K -238.0 (-11.1%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD62.94 -11.1% | 2 qtrs — |
| 100 | TRUE WEALTH DESIGN, LLC | 34.00 -10.0 (-22.7%) | 1.9K -868.0 (-31.3%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD60.68 -7.8% | 6 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Acuitas Small Cap Active ETF AIMS | 0.23% | 173.7K | 0.75% |
| 2 | Royce Quant Small-Cap Quality Value ETF SQLV | 0.20% | 58.2K | 0.60% |
| 3 | Fidelity Small-Mid Multifactor ETF FSMD | 0.09% | 2.21M | 0.15% |
| 4 | iShares Micro-Cap ETF IWC | 0.05% | 697.9K | 0.60% |
| 5 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.03% | 3.9K | 0.29% |
| 6 | WisdomTree U.S. SmallCap Fund EES | 0.03% | 212.1K | 0.38% |
| 7 | U.S. Micro Cap Portfolio ETF DFMC | 0.03% | 2.12M | 0.43% |
| 8 | Sequoia Global Value ETF SFGV | 0.02% | 212.8K | 0.38% |
| 9 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.02% | 410.8K | 0.38% |
| 10 | iShares Russell 2000 Value ETF IWN | 0.01% | 1.91M | 0.24% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-10-01 | Timken Kevin | Director | — | — | Stock Option - Right to Buy | 10,000 | 58.10 | 581.0K | 0 | D | ↗ |
| 2026-05-28 | Koopman Brian | Officer | G-Gift | D | Common Stock | 50 | 66.27 | 3.3K | 782 | D | ↗ |
| 2025-10-31 | Koopman Brian | Officer | A-Award | A | Employee Stock Option - Right to Buy | 500 | 58.10 | 29.1K | 5,600 | D | ↗ |
| 2025-10-01 | Leigh Carrie | Director | — | — | Stock Option - Right to Buy | 10,000 | 64.09 | 640.9K | 0 | D | ↗ |
| 2025-09-04 | Koopman Brian | Officer | G-Gift | D | Common Stock | 50 | 62.75 | 3.1K | 832 | D | ↗ |
| 2025-08-25 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 100 | 60.34 | 6.0K | 21,136 | I | ↗ |
| 2024-11-01 | Leigh Carrie | Director | — | — | Common Stock | 0 | 0.00 | — | 51 | D | ↗ |
| 2024-11-01 | Koopman Brian | Officer | A-Award | A | Employee Stock Option - Right to Buy | 500 | 64.09 | 32.0K | 5,100 | D | ↗ |
| 2024-07-18 | Koopman Brian | Officer | G-Gift | D | Common Stock | 50 | 71.61 | 3.6K | 882 | — | ↗ |
| 2024-05-17 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 225 | 69.72 | 15.7K | 21,236 | — | ↗ |
| 2023-10-27 | Koopman Brian | Officer | A-Award | A | Employee Stock Option - Right to Buy | 500 | 77.07 | 38.5K | 4,600 | — | ↗ |
| 2023-06-15 | Koopman Brian | Officer | G-Gift | D | Common Stock | 60 | 94.31 | 5.7K | 932 | — | ↗ |
| 2023-05-18 | RICHINS PAUL O | Director | S-Sale | D | Common Stock | 700 | 93.47 | 65.4K | 21,461 | — | ↗ |
| 2023-03-17 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 150 | 92.50 | 13.9K | 22,161 | — | ↗ |
| 2023-02-08 | PAYNE BARBARA A | Director | G-Gift | D | Common Stock | 500 | 90.00 | 45.0K | 4,838 | — | ↗ |
| 2022-12-06 | Koopman Brian | Officer | M-Exempt | D | Employee Stock Option - Right to Buy | 500 | 0.00 | — | 4,100 | — | ↗ |
| 2022-11-18 | RICHINS PAUL O | Director | S-Sale | D | Common Stock | 449 | 90.81 | 40.8K | 22,311 | — | ↗ |
| 2022-11-17 | RICHINS PAUL O | Director | S-Sale | D | Common Stock | 161 | 90.00 | 14.5K | 22,760 | — | ↗ |
| 2022-11-11 | RICHINS PAUL O | Director | S-Sale | D | Common Stock | 40 | 92.50 | 3.7K | 22,921 | — | ↗ |
| 2022-10-31 | Koopman Brian | Officer | G-Gift | D | Common Stock | 65 | 88.94 | 5.8K | 858 | — | ↗ |
| 2022-10-24 | Koopman Brian | Officer | A-Award | A | Employee Stock Option - Right to Buy | 1,000 | 0.00 | — | 4,600 | — | ↗ |
| 2022-06-27 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 250 | 88.98 | 22.2K | 22,961 | — | ↗ |
| 2022-05-11 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 2,000 | 85.20 | 170.4K | 5,338 | — | ↗ |
| 2022-02-09 | PAYNE BARBARA A | Director | G-Gift | D | Common Stock | 500 | 98.94 | 49.5K | 7,338 | — | ↗ |
| 2021-12-13 | RICHINS PAUL O | Director | M-Exempt | A | Common Stock | 62 | 50.72 | 3.1K | 23,211 | — | ↗ |
| 2021-11-24 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 4,900 | 126.41 | 619.4K | 5,000 | — | ↗ |
| 2021-11-23 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 100 | 125.01 | 12.5K | 9,900 | — | ↗ |
| 2021-11-22 | CORNWELL KEVIN L | Director / Officer | G-Gift | D | Common Stock | 2,000 | 124.75 | 249.5K | 188,472 | — | ↗ |
| 2021-11-18 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,249 | 111.06 | 138.7K | 7,838 | — | ↗ |
| 2021-11-17 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 751 | 111.06 | 83.4K | 9,087 | — | ↗ |
| 2021-10-27 | Koopman Brian | Officer | M-Exempt | A | Common Stock | 687 | 58.50 | 40.2K | 923 | — | ↗ |
| 2021-08-30 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,000 | 88.48 | 88.5K | 9,838 | — | ↗ |
| 2021-08-27 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 999 | 88.00 | 87.9K | 10,838 | — | ↗ |
| 2021-08-25 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1 | 88.00 | 88.00 | 11,837 | — | ↗ |
| 2021-03-11 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 225 | 92.48 | 20.8K | 23,149 | — | ↗ |
| 2021-03-10 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,000 | 90.00 | 90.0K | 11,838 | — | ↗ |
| 2021-02-09 | PAYNE BARBARA A | Director | G-Gift | D | Common Stock | 500 | 90.99 | 45.5K | 12,838 | — | ↗ |
| 2020-06-05 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,000 | 108.00 | 108.0K | 13,338 | — | ↗ |
| 2020-06-05 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,000 | 107.56 | 107.6K | 190,472 | — | ↗ |
| 2020-06-04 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,385 | 106.10 | 146.9K | 191,472 | — | ↗ |
| 2020-06-03 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 5,000 | 106.42 | 532.1K | 192,857 | — | ↗ |
| 2020-06-02 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,000 | 102.04 | 102.0K | 14,338 | — | ↗ |
| 2020-05-27 | RICHINS PAUL O | Director | S-Sale | D | Common Stock | 650 | 95.71 | 62.2K | 23,374 | — | ↗ |
| 2020-05-27 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,000 | 95.00 | 95.0K | 15,338 | — | ↗ |
| 2020-05-26 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 770 | 92.00 | 70.8K | 16,338 | — | ↗ |
| 2020-05-21 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 230 | 92.37 | 21.2K | 17,108 | — | ↗ |
| 2020-05-18 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,000 | 87.00 | 87.0K | 17,338 | — | ↗ |
| 2020-05-12 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 30 | 82.36 | 2.5K | 24,024 | — | ↗ |
| 2020-05-07 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 200 | 80.26 | 16.1K | 24,054 | — | ↗ |
| 2020-03-20 | Koopman Brian | Officer | A-Award | A | Employee Stock Option - Right to Buy | 2,000 | 77.05 | 154.1K | 3,600 | — | ↗ |
| 2020-02-20 | PAYNE BARBARA A | Director | G-Gift | D | Common Stock | 500 | 96.00 | 48.0K | 18,338 | — | ↗ |
| 2019-12-13 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 2,084 | 107.00 | 223.0K | 197,857 | — | ↗ |
| 2019-12-12 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 584 | 107.05 | 62.5K | 199,941 | — | ↗ |
| 2019-11-26 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 800 | 107.67 | 86.1K | 200,525 | — | ↗ |
| 2019-11-19 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 694 | 102.25 | 71.0K | 18,838 | — | ↗ |
| 2019-11-11 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 6 | 104.00 | 624.00 | 19,532 | — | ↗ |
| 2019-11-08 | PAYNE BARBARA A | Director | G-Gift | D | Common Stock | 300 | 101.17 | 30.4K | 19,538 | — | ↗ |
| 2019-11-05 | Koopman Brian | Officer | S-Sale | D | Common Stock | 300 | 107.00 | 32.1K | 607 | — | ↗ |
| 2019-11-05 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,667 | 107.10 | 178.5K | 201,325 | — | ↗ |
| 2019-02-27 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,521 | 85.75 | 130.4K | 19,838 | — | ↗ |
| 2019-02-26 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 4 | 89.00 | 356.00 | 21,359 | — | ↗ |
| 2019-02-20 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1 | 92.00 | 92.00 | 21,363 | — | ↗ |
| 2019-02-15 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,872 | 92.29 | 172.8K | 21,364 | — | ↗ |
| 2019-02-14 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 23 | 92.50 | 2.1K | 23,236 | — | ↗ |
| 2019-02-13 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 573 | 92.24 | 52.9K | 23,259 | — | ↗ |
| 2018-12-24 | Koopman Brian | Officer | A-Award | A | Employee Stock Option - Right to Buy | 1,600 | 74.64 | 119.4K | 1,600 | — | ↗ |
| 2018-12-13 | RICHINS PAUL O | Director | G-Gift | D | Common Stock | 175 | 86.67 | 15.2K | 24,254 | — | ↗ |
| 2018-11-28 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,097 | 93.79 | 102.9K | 23,832 | — | ↗ |
| 2018-11-27 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 3 | 95.00 | 285.00 | 24,929 | — | ↗ |
| 2018-07-27 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,500 | 96.00 | 144.0K | 24,932 | — | ↗ |
| 2018-06-18 | CORNWELL KEVIN L | Director / Officer | G-Gift | D | Common Stock | 9,400 | 110.75 | 1.04M | 202,992 | — | ↗ |
| 2018-06-15 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 6,123 | 107.71 | 659.5K | 212,392 | — | ↗ |
| 2018-06-14 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,957 | 105.07 | 205.6K | 218,515 | — | ↗ |
| 2018-06-12 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,467 | 105.23 | 154.4K | 220,472 | — | ↗ |
| 2018-06-11 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 2,500 | 105.22 | 263.1K | 221,939 | — | ↗ |
| 2018-06-05 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 5,714 | 105.00 | 600.0K | 224,439 | — | ↗ |
| 2018-06-01 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 531 | 105.00 | 55.8K | 230,153 | — | ↗ |
| 2018-05-31 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,708 | 105.17 | 179.6K | 230,684 | — | ↗ |
| 2018-05-18 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 6,550 | 104.03 | 681.4K | 10,000 | — | ↗ |
| 2018-05-11 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 84 | 104.00 | 8.7K | 16,550 | — | ↗ |
| 2018-05-09 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 100 | 104.00 | 10.4K | 16,634 | — | ↗ |
| 2018-05-07 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 2,406 | 104.56 | 251.6K | 26,432 | — | ↗ |
| 2018-05-07 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 1,514 | 104.44 | 158.1K | 16,734 | — | ↗ |
| 2018-05-04 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 627 | 104.10 | 65.3K | 18,248 | — | ↗ |
| 2018-05-03 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 1,125 | 104.00 | 117.0K | 18,875 | — | ↗ |
| 2018-04-02 | Koopman Brian | Officer | — | D | Common Stock | 0 | 0.00 | — | 907 | — | ↗ |
| 2018-04-01 | Koopman Brian | Officer | — | D | Employee Stock Option - Right to Buy | 687 | 58.50 | 40.2K | 0 | — | ↗ |
| 2018-03-21 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 100 | 94.95 | 9.5K | 24,429 | — | ↗ |
| 2018-03-19 | RICHINS PAUL O | Director / Officer | M-Exempt | A | Common Stock | 938 | 50.72 | 47.6K | 24,529 | — | ↗ |
| 2018-03-12 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,100 | 93.97 | 103.4K | 232,392 | — | ↗ |
| 2018-03-08 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 4,633 | 92.03 | 426.4K | 233,492 | — | ↗ |
| 2018-03-07 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 2,401 | 91.76 | 220.3K | 238,125 | — | ↗ |
| 2018-02-22 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,095 | 91.01 | 99.7K | 240,526 | — | ↗ |
| 2018-02-16 | PAYNE BARBARA A | Director | S-Sale | D | Common Stock | 1,000 | 90.70 | 90.7K | 28,838 | — | ↗ |
| 2018-02-15 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 5,212 | 89.11 | 464.4K | 20,000 | — | ↗ |
| 2018-02-15 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 150 | 91.13 | 13.7K | 241,621 | — | ↗ |
| 2018-02-09 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 823 | 88.09 | 72.5K | 25,212 | — | ↗ |
| 2018-02-08 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 706 | 88.07 | 62.2K | 26,035 | — | ↗ |
| 2018-02-02 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 49 | 91.00 | 4.5K | 26,741 | — | ↗ |
| 2017-12-15 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 83.10 | 16.6K | 24,092 | — | ↗ |
| 2017-04-13 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 61.95 | 12.4K | 24,292 | — | ↗ |
| 2017-02-03 | Beeson James H | Director | M-Exempt | A | Common Stock | 1,000 | 31.33 | 31.3K | 13,125 | — | ↗ |
| 2016-12-12 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 3,471 | 69.25 | 240.4K | 241,771 | — | ↗ |
| 2016-12-09 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 60 | 69.00 | 4.1K | 245,242 | — | ↗ |
| 2016-12-08 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 4,821 | 70.20 | 338.4K | 245,302 | — | ↗ |
| 2016-12-07 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 465 | 69.05 | 32.1K | 250,123 | — | ↗ |
| 2016-11-30 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 613 | 69.00 | 42.3K | 250,588 | — | ↗ |
| 2016-11-29 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 664 | 69.00 | 45.8K | 251,201 | — | ↗ |
| 2016-11-28 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,906 | 69.05 | 131.6K | 251,865 | — | ↗ |
| 2016-11-21 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 262 | 66.20 | 17.3K | 26,790 | — | ↗ |
| 2016-11-18 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 100 | 66.50 | 6.7K | 27,052 | — | ↗ |
| 2016-11-17 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 1,785 | 66.39 | 118.5K | 27,152 | — | ↗ |
| 2016-11-16 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 2,109 | 66.23 | 139.7K | 28,937 | — | ↗ |
| 2016-11-15 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 150 | 66.20 | 9.9K | 24,492 | — | ↗ |
| 2016-11-09 | Beeson James H | Director | M-Exempt | D | Director Stock Option | 1,000 | 31.33 | 31.3K | 1,000 | — | ↗ |
| 2016-09-13 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,396 | 63.09 | 88.1K | 253,771 | — | ↗ |
| 2016-09-08 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 63 | 63.81 | 4.0K | 31,046 | — | ↗ |
| 2016-09-07 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 208 | 64.12 | 13.3K | 255,167 | — | ↗ |
| 2016-09-06 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 1,249 | 63.98 | 79.9K | 31,109 | — | ↗ |
| 2016-09-06 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 200 | 64.00 | 12.8K | 255,375 | — | ↗ |
| 2016-08-31 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 716 | 64.04 | 45.8K | 255,575 | — | ↗ |
| 2016-08-29 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 2,200 | 64.71 | 142.4K | 256,291 | — | ↗ |
| 2016-08-15 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 23 | 64.00 | 1.5K | 258,491 | — | ↗ |
| 2016-08-10 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,800 | 64.13 | 115.4K | 258,514 | — | ↗ |
| 2016-05-31 | RICHINS PAUL O | Director / Officer | S-Sale | D | Common Stock | 396 | 64.50 | 25.5K | 24,642 | — | ↗ |
| 2016-05-27 | RICHINS PAUL O | Director / Officer | S-Sale | D | Common Stock | 71 | 65.85 | 4.7K | 25,260 | — | ↗ |
| 2016-05-25 | RICHINS PAUL O | Director / Officer | S-Sale | D | Common Stock | 200 | 65.08 | 13.0K | 25,331 | — | ↗ |
| 2016-05-18 | Beeson James H | Director | M-Exempt | A | Common Stock | 1,050 | 31.33 | 32.9K | 11,125 | — | ↗ |
| 2016-03-30 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 62.35 | 12.5K | 25,531 | — | ↗ |
| 2015-10-29 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 58.05 | 11.6K | 25,731 | — | ↗ |
| 2015-05-12 | Beeson James H | Director | M-Exempt | A | COMMON STOCK | 6,950 | 31.33 | 217.7K | 10,075 | — | ↗ |
| 2015-04-20 | Beeson James H | Director | M-Exempt | A | Common Stock | 2,379 | 28.13 | 66.9K | 7,812 | — | ↗ |
| 2015-04-07 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 58.71 | 11.7K | 25,931 | — | ↗ |
| 2014-11-10 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 969 | 58.50 | 56.7K | 260,314 | — | ↗ |
| 2014-11-07 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 2,503 | 58.50 | 146.4K | 261,283 | — | ↗ |
| 2014-10-23 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 51.97 | 10.4K | 26,131 | — | ↗ |
| 2014-10-08 | Beeson James H | Director | M-Exempt | D | Director Stock Option | 1,500 | 28.13 | 42.2K | 12,379 | — | ↗ |
| 2014-05-06 | RICHINS PAUL O | Director / Officer | A-Award | A | Employee Stock Option, Right to buy | 1,000 | 50.72 | 50.7K | 1,000 | — | ↗ |
| 2014-05-02 | Beeson James H | Director | M-Exempt | D | Director Stock Option | 3,933 | 28.13 | 110.6K | 13,879 | — | ↗ |
| 2014-04-01 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 25 | 56.71 | 1.4K | 26,306 | — | ↗ |
| 2014-03-28 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 55.32 | 11.1K | 26,356 | — | ↗ |
| 2014-03-14 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 100 | 55.95 | 5.6K | 32,358 | — | ↗ |
| 2014-03-13 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 1,386 | 56.05 | 77.7K | 32,458 | — | ↗ |
| 2014-03-10 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,297 | 55.40 | 71.9K | 263,786 | — | ↗ |
| 2014-03-07 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,200 | 55.50 | 66.6K | 265,083 | — | ↗ |
| 2014-03-06 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,586 | 55.50 | 88.0K | 266,283 | — | ↗ |
| 2014-03-04 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,098 | 55.96 | 61.4K | 267,869 | — | ↗ |
| 2014-02-28 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,031 | 55.11 | 56.8K | 268,967 | — | ↗ |
| 2014-02-26 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 310 | 56.73 | 17.6K | 269,998 | — | ↗ |
| 2013-12-09 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,235 | 51.63 | 63.8K | 270,308 | — | ↗ |
| 2013-12-06 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 650 | 51.70 | 33.6K | 271,543 | — | ↗ |
| 2013-12-05 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 400 | 51.50 | 20.6K | 272,193 | — | ↗ |
| 2013-12-04 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,002 | 51.57 | 51.7K | 272,593 | — | ↗ |
| 2013-11-26 | RICHINS PAUL O | Director / Officer | M-Exempt | A | Common Stock | 250 | 24.00 | 6.0K | 26,631 | — | ↗ |
| 2013-11-22 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 2,169 | 53.00 | 115.0K | 273,595 | — | ↗ |
| 2013-11-21 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,286 | 53.34 | 68.6K | 275,764 | — | ↗ |
| 2013-11-15 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 900 | 56.28 | 50.7K | 277,050 | — | ↗ |
| 2013-11-13 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 59 | 57.16 | 3.4K | 277,950 | — | ↗ |
| 2013-10-30 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 57 | 55.43 | 3.2K | 278,009 | — | ↗ |
| 2013-10-29 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,858 | 56.43 | 104.8K | 278,066 | — | ↗ |
| 2013-09-12 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,169 | 50.50 | 59.0K | 279,924 | — | ↗ |
| 2013-09-11 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 708 | 50.50 | 35.8K | 281,093 | — | ↗ |
| 2013-09-10 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 2,759 | 50.50 | 139.3K | 281,801 | — | ↗ |
| 2013-08-30 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 6,387 | 50.55 | 322.9K | 33,844 | — | ↗ |
| 2013-08-29 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 3,613 | 51.01 | 184.3K | 40,231 | — | ↗ |
| 2013-08-23 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 3,736 | 50.30 | 187.9K | 284,560 | — | ↗ |
| 2013-08-22 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 1,979 | 50.33 | 99.6K | 288,296 | — | ↗ |
| 2013-08-13 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 915 | 56.02 | 51.3K | 290,275 | — | ↗ |
| 2013-08-12 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 97 | 56.60 | 5.5K | 291,190 | — | ↗ |
| 2013-08-08 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 275 | 56.60 | 15.6K | 291,287 | — | ↗ |
| 2013-08-07 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 343 | 56.80 | 19.5K | 291,562 | — | ↗ |
| 2013-08-05 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 356 | 57.20 | 20.4K | 291,905 | — | ↗ |
| 2013-07-31 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 3,100 | 57.59 | 178.5K | 292,261 | — | ↗ |
| 2013-07-30 | CORNWELL KEVIN L | Director / Officer | S-Sale | D | Common Stock | 5,000 | 57.68 | 288.4K | 295,361 | — | ↗ |
| 2013-07-02 | CORNWELL KEVIN L | Director / Officer | G-Gift | D | Common Stock | 10,000 | 55.80 | 558.0K | 300,361 | — | ↗ |
| 2013-06-28 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 200 | 54.30 | 10.9K | 26,381 | — | ↗ |
| 2013-03-22 | RICHINS PAUL O | Director / Officer | M-Exempt | A | Common Stock | 400 | 24.00 | 9.6K | 26,581 | — | ↗ |
| 2013-03-20 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 250 | 48.59 | 12.1K | 26,181 | — | ↗ |
| 2013-03-06 | Beeson James H | Director | F-InKind | D | Common Stock | 1,400 | 43.95 | 61.5K | 0 | — | ↗ |
| 2013-03-04 | CORNWELL KEVIN L | Director / Officer | F-InKind | D | Common Stock | 7,880 | 43.30 | 341.2K | 300,361 | — | ↗ |
| 2012-12-10 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 5,954 | 35.03 | 208.6K | 43,844 | — | ↗ |
| 2012-12-07 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 211 | 35.00 | 7.4K | 49,798 | — | ↗ |
| 2012-12-06 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 100 | 35.00 | 3.5K | 50,009 | — | ↗ |
| 2012-12-05 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 288 | 35.04 | 10.1K | 50,109 | — | ↗ |
| 2012-12-04 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 100 | 35.03 | 3.5K | 50,397 | — | ↗ |
| 2012-12-03 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 300 | 35.17 | 10.6K | 50,497 | — | ↗ |
| 2012-11-30 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 546 | 35.18 | 19.2K | 50,797 | — | ↗ |
| 2012-11-29 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 200 | 35.20 | 7.0K | 51,343 | — | ↗ |
| 2012-11-27 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 300 | 35.22 | 10.6K | 51,543 | — | ↗ |
| 2012-11-26 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 843 | 35.17 | 29.6K | 51,843 | — | ↗ |
| 2012-11-23 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 758 | 35.28 | 26.7K | 52,686 | — | ↗ |
| 2012-11-21 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 300 | 35.01 | 10.5K | 53,444 | — | ↗ |
| 2012-11-20 | HOYER ERNST G | Director | S-Sale | D | Common Stock | 100 | 34.95 | 3.5K | 53,744 | — | ↗ |
| 2012-11-12 | CORNWELL KEVIN L | Director / Officer | M-Exempt | D | Employee Stock Option | 12,000 | 25.59 | 307.1K | 10,000 | — | ↗ |
| 2012-11-08 | RICHINS PAUL O | Director / Officer | M-Exempt | A | Common Stock | 400 | 24.00 | 9.6K | 26,431 | — | ↗ |
| 2012-11-06 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 350 | 34.48 | 12.1K | 26,031 | — | ↗ |
| 2012-06-08 | RICHINS PAUL O | Director / Officer | M-Exempt | A | Common Stock | 650 | 24.00 | 15.6K | 26,381 | — | ↗ |
| 2012-05-24 | RICHINS PAUL O | Director / Officer | G-Gift | D | Common Stock | 400 | 32.95 | 13.2K | 25,731 | — | ↗ |
| 2012-05-10 | PAYNE BARBARA A | Director | M-Exempt | A | Common Stock | 10,000 | 24.02 | 240.2K | 29,838 | — | ↗ |
| 2012-03-20 | HOYER ERNST G | Director | M-Exempt | A | Common Stock | 10,000 | 24.02 | 240.2K | 53,844 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kevin L. Cornwell Chairman & CEO | 87.0K | — | — | — | 246.8K | 8.0K | 341.7K | 0.00% | ↗ |
| 2 | 2025 | Brian L. Koopman Principal Financial Officer | 153.2K | — | — | 8.4K | 12.0K | 5.5K | 179.1K | 4.67% | ↗ |
| 3 | 2024 | Kevin L. Cornwell Chairman & CEO | 156.0K | — | — | — | 289.8K | 9.3K | 455.1K | 0.00% | ↗ |
| 4 | 2024 | Kevin L. Cornwell Chairman & CEO | 156.0K | — | — | — | 289.8K | 9.3K | 455.1K | 0.00% | ↗ |
| 5 | 2024 | Brian L. Koopman Principal Financial Officer | 140.1K | — | — | 9.9K | 13.6K | 4.3K | 167.8K | 5.89% | ↗ |
| 6 | 2024 | Brian L. Koopman Principal Financial Officer | 140.1K | — | — | 9.9K | 13.6K | 4.3K | 167.8K | 5.89% | ↗ |
| 7 | 2023 | Kevin L. Cornwell Chairman & CEO | 152.0K | — | — | — | 349.7K | 8.9K | 510.6K | 0.00% | ↗ |
| 8 | 2023 | Brian L. Koopman Principal Financial Officer | 131.8K | — | — | 12.5K | 16.4K | 4.6K | 165.3K | 7.59% | ↗ |
| 9 | 2022 | Kevin L. Cornwell Chairman & CEO | 84.0K | — | — | — | 360.2K | 7.8K | 452.0K | 0.00% | ↗ |
| 10 | 2022 | Brian L. Koopman Principal Financial Officer | 120.3K | — | — | 25.3K | 16.4K | 4.4K | 166.4K | 15.23% | ↗ |
| 11 | 2021 | Kevin L. Cornwell Chairman & CEO | 156.0K | — | — | — | 330.8K | 7.5K | 494.2K | 0.00% | ↗ |
| 12 | 2021 | Brian L. Koopman Principal Financial Officer | 113.4K | — | — | — | 15.0K | 3.4K | 131.8K | 0.00% | ↗ |
| 13 | 2020 | Kevin L. Cornwell Chairman & CEO | 78.0K | — | — | — | 241.5K | 7.8K | 327.3K | 0.00% | ↗ |
| 14 | 2020 | Brian L. Koopman Principal Financial Officer | 111.0K | — | — | — | 9.0K | 3.5K | 123.5K | 0.00% | ↗ |
| 15 | 2019 | Kevin L. Cornwell Chairman & CEO | 156.0K | — | — | — | 310.8K | 7.3K | 474.1K | 0.00% | ↗ |
| 16 | 2019 | Brian L. Koopman Principal Financial Officer | 107.7K | — | — | — | 13.3K | 3.5K | 124.5K | 0.00% | ↗ |
| 17 | 2018 | Kevin L. Cornwell Chairman & CEO | 156.0K | — | — | — | 338.1K | 7.2K | 501.3K | 0.00% | ↗ |
| 18 | 2018 | Brian L. Koopman Principal Financial Officer | 103.1K | — | — | — | 13.8K | 3.4K | 120.3K | 0.00% | ↗ |
| 19 | 2018 | Paul O. Richins VP & Principal Financial Officer | 39.8K | — | — | — | — | 1.7K | 41.5K | 0.00% | ↗ |
| 20 | 2017 | Kevin L. Cornwell Chairman & CEO | 156.0K | — | — | — | 338.1K | 7.1K | 501.2K | 0.00% | ↗ |
| 21 | 2017 | Paul O. Richins VP & Principal Financial Officer | 118.5K | — | — | — | 24.3K | 3.9K | 146.7K | 0.00% | ↗ |
| 22 | 2016 | Kevin L. Cornwell Chairman & CEO | 156.0K | — | — | — | 282.5K | 7.5K | 445.9K | 0.00% | ↗ |
| 23 | 2016 | Paul O. Richins VP & Principal Financial Officer | 116.7K | — | — | — | 20.3K | 3.9K | 140.8K | 0.00% | ↗ |
| 24 | 2015 | Kevin L. Cornwell Chairman & CEO | 234.0K | — | — | — | 274.1K | 7.0K | 515.0K | 0.00% | ↗ |
| 25 | 2015 | Paul O. Richins VP & Principal Financial Officer | 114.7K | — | — | — | 19.7K | 3.8K | 138.2K | 0.00% | ↗ |
| 26 | 2014 | Kevin L. Cornwell Chairman & CEO | 234.0K | — | — | — | 277.2K | 6.8K | 518.0K | 0.00% | ↗ |
| 27 | 2014 | Paul O. Richins VP & Principal Financial Officer | 111.6K | — | — | — | 19.1K | 3.8K | 134.5K | 0.00% | ↗ |
| 28 | 2013 | Kevin L. Cornwell Chairman & CEO | 234.0K | — | — | — | 252.0K | 6.7K | 492.7K | 0.00% | ↗ |
| 29 | 2013 | Paul O. Richins VP & Principal Financial Officer | 108.4K | — | — | — | 18.1K | 3.3K | 129.8K | 0.00% | ↗ |
| 30 | 2012 | Kevin L. Cornwell Chairman & CEO | 234.0K | — | — | — | 259.4K | 6.9K | 500.3K | 0.00% | ↗ |
| 31 | 2012 | Paul O. Richins VP & Principal Financial Officer | 105.5K | — | — | — | 18.6K | 3.7K | 127.8K | 0.00% | ↗ |
| 32 | 2011 | Kevin L. Cornwell Chairman & CEO | 238.3K | — | — | — | 225.6K | 6.3K | 470.2K | 0.00% | ↗ |
| 33 | 2011 | Paul O. Richins VP & Principal Financial Officer | 103.8K | — | — | — | 16.5K | 3.2K | 123.4K | 0.00% | ↗ |
| 34 | 2010 | Kevin L. Cornwell Chairman & CEO | 256.1K | — | — | — | 185.3K | 6.8K | 448.2K | 0.00% | ↗ |
| 35 | 2010 | Paul O. Richins VP & Principal Financial Officer | 102.6K | — | — | — | 11.3K | 3.2K | 117.1K | 0.00% | ↗ |
| 36 | 2009 | Kevin L. Cornwell Chairman & CEO | 256.1K | — | — | — | 175.3K | 6.3K | 437.7K | 0.00% | ↗ |
| 37 | 2009 | Paul O. Richins VP & Principal Financial Officer | 100.4K | — | — | 7.8K | 10.6K | 3.1K | 121.3K | 6.39% | ↗ |
| 38 | 2008 | Kevin L. Cornwell Chairman & CEO | 256.1K | — | — | — | — | 6.5K | 262.6K | 0.00% | ↗ |
| 39 | 2008 | Paul O. Richins VP & Principal Financial Officer | 97.7K | — | — | — | 11.8K | 3.2K | 112.7K | 0.00% | ↗ |
| 40 | 2007 | Kevin L. Cornwell Chairman & CEO | 256.1K | — | — | — | 247.0K | 5.9K | 509.0K | 0.00% | ↗ |
| 41 | 2007 | Paul O. Richins VP & Principal Financial Officer | 94.4K | — | — | — | 15.0K | 3.1K | 112.5K | 0.00% | ↗ |
| 42 | 2006 | Kevin L. Cornwell Chairman & CEO | 256.1K | — | — | — | 261.3K | 5.7K | 523.1K | 0.00% | ↗ |
| 43 | 2006 | Paul O. Richins VP & Principal Financial Officer | 90.3K | — | — | — | 15.9K | 3.0K | 109.1K | 0.00% | ↗ |
| 44 | 2006 | Greg A. LeClaire Former VP & CFO | 32.2K | — | — | — | — | 1.4K | 33.6K | 0.00% | ↗ |
| 45 | 2005 | Kevin L. Cornwell Chairman & Chief Executive Officer | 265.0K | 247.0K | — | — | — | 8.2K | 520.2K | 0.00% | ↗ |
| 46 | 2005 | Greg A. LeClaire VP & Chief Financial Officer | 81.5K | 19.5K | — | 2.5K | — | 3.3K | 106.7K | 2.34% | ↗ |
| 47 | 2004 | Kevin L. Cornwell Chairman & Chief Executive Officer | 250.2K | 508.0K | — | 50.0K | — | 6.9K | 815.0K | 6.13% | ↗ |
| 48 | 2004 | Greg A. LeClaire VP & Chief Financial Officer | 73.5K | 15.1K | — | 4.5K | — | 2.4K | 95.5K | 4.71% | ↗ |
| 49 | 2003 | Kevin L. Cornwell Chairman & Chief Executive Officer | 243.2K | 228.0K | — | — | — | 6.0K | 477.2K | 0.00% | ↗ |
| 50 | 2003 | Greg A. LeClaire VP & Chief Financial Officer | 49.6K | 8.7K | — | — | — | 2.0K | 60.3K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Kevin L. Cornwell | Chairman, Chief Executive Officer, President & Secretary | 341.7K | male |
| Brian L. Koopman | Principal Financial Officer, Accounting Manager & Controller | 170.7K | male |
| Marcena H. Clawson | Vice President of Corporate Sales | — | — |
| Mark L. Fox | Vice President of Marketing | — | — |
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Community Opinion for UTMD
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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