Marriott Vacations Worldwide Corporation (VAC)
Orlando, FL, US
Marriott Vacations Worldwide Corporation is a prominent global leisure company specializing in the development, marketing, sale, and management of vacation ownership products and associated offerings. Its business operations are structured around two core divisions: Vacation Ownership, and Exchange & Third-Party Management. The corporation oversees numerous vacation ownership brands, including Marriott Vacation Club, Grand Residences by Marriott, Sheraton Vacation Club, Westin Vacation Club, Hyatt Residence Club, and Marriott Vacation Club Pulse. Additionally, it is engaged in the creation, promotion, and sale of timeshare products under The Ritz-Carlton Destination Club brand, and holds the rights to develop, market, and sell luxury residential ownership properties bearing The Ritz-Carlton Residences name. Beyond its core ventures, the enterprise provides exchange networks and membership programs, alongside offering management services to external resorts and lodging facilities through various affiliated brands, such as Interval International, Trading Places International, Vacation Resorts International, and Aqua-Aston. As of December 31, 2021, Marriott Vacations Worldwide maintained a portfolio of approximately 120 properties located across the United States and thirteen other international territories. The company's premium vacation ownership products are primarily distributed through dedicated sales centers situated at its resorts, complemented by various off-site sales locations. Established in 1984, the corporate headquarters for Marriott Vacations Worldwide are located in Orlando, Florida.
Based on only 1 article — low confidence
- Do Options Traders Know Something About Marriott Vacations Stock We Don't? Zacks Investment Research
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.68% | -6.36% | +6.00% | +34.24% | +57.26% | +25.53% | +0.14% | -41.59% | -57.19% | +24.84% | +302.56% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | 0 |
| Hold | 1 | 0 |
| Sell | 3 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 4 |
89.75
-10.3%
|
| Last Quarter | 6 |
85.67
-14.3%
|
| Last Year | 11 |
81.91
-18.1%
|
| All Time | 24 |
116.06
+16.0%
|
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Revenue growth Gambling, Resorts & Casinos: +5.3%+1.3% Q1'26: +4.8% (vs Q1'25)
-
EPS growth Gambling, Resorts & Casinos: +9.4%-257.4% Q1'26: -56.6% (vs Q1'25)
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FCF margin FCF growth · Gambling, Resorts & Casinos: +17.3%-15.2% Q1'26: -1.0% (vs Q1'25)
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EBIT margin Gambling, Resorts & Casinos: +17.5%-2.6% Q1'26: +7.1% (vs Q1'25)
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ROIC Gambling, Resorts & Casinos: +8.0%-1.9% Q1'26: +2.9% (vs Q1'25)
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Share dilution Gambling, Resorts & Casinos: +0.3%-17.1% ★ Q1'26: -16.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Gambling, Resorts & Casinos: 0.94×302.79× Q1'26: 11.48× (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 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 6 Rev. Ana. 6 EPS Ana. |
Dec 2027 7 Rev. Ana. 7 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.65B
est: 1.51B (+9.2%)
|
1.75B
est: 1.54B (+13.6%)
|
1.74B
est: 1.61B (+8.0%)
|
1.83B
est: 1.80B (+1.5%)
|
1.81B
est: 1.85B (-2.0%)
|
2.18B
est: 1.96B (+11.2%)
|
2.97B
est: 2.96B (+0.2%)
|
4.26B
est: 4.39B (-2.9%)
|
2.89B
est: 2.87B (+0.7%)
|
3.89B
est: 3.90B (-0.3%)
|
4.66B
est: 4.66B (-0.2%)
|
4.73B
est: 3.11B (+52.2%)
|
4.97B
est: 4.88B (+1.7%)
|
5.03B
est: 5.01B (+0.5%)
|
5.18B
5.03B – 5.30B
+3.4% YoY
|
5.32B
5.06B – 5.51B
+2.7% YoY
|
5.38B
5.37B – 5.39B
+1.2% YoY
|
| EBITDA |
124.00M
est: 108.64M (+14.1%)
|
197.75M
est: 109.32M (+80.9%)
|
188.00M
est: 144.93M (+29.7%)
|
241.49M
est: 191.56M (+26.1%)
|
228.00M
est: 245.63M (-7.2%)
|
271.00M
est: 221.53M (+22.3%)
|
375.00M
est: 214.57M (+74.8%)
|
498.00M
est: 500.76M (-0.6%)
|
-67.00M
est: -68.49M (+2.2%)
|
437.00M
est: 417.39M (+4.7%)
|
832.00M
est: 311.07M (+167.5%)
|
678.00M
est: 348.91M (+94.3%)
|
614.00M
est: 548.86M (+11.9%)
|
19.00M
est: 562.52M (-96.6%)
|
581.90M
565.02M – 595.40M
+3.4% YoY
|
597.44M
568.13M – 618.85M
+2.7% YoY
|
604.67M
603.92M – 605.41M
+1.2% YoY
|
| EBIT |
89.00M
est: 125.37M (-29.0%)
|
148.00M
est: 150.40M (-1.6%)
|
188.75M
est: 189.53M (-0.4%)
|
243.97M
est: 216.70M (+12.6%)
|
207.00M
est: 253.04M (-18.2%)
|
250.00M
est: 204.24M (+22.4%)
|
157.00M
est: 338.51M (-53.6%)
|
357.00M
est: 573.16M (-37.7%)
|
-190.00M
est: 23.66M (-903.1%)
|
291.00M
est: 287.49M (+1.2%)
|
700.00M
est: 900.83M (-22.3%)
|
543.00M
est: 253.62M (+114.1%)
|
468.00M
est: 398.96M (+17.3%)
|
-130.00M
est: 408.89M (-131.8%)
|
422.98M
410.71M – 432.80M
+3.4% YoY
|
434.27M
412.97M – 449.84M
+2.7% YoY
|
439.53M
438.98M – 440.07M
+1.2% YoY
|
| Net Income |
7.00M
est: 6.22M (+12.6%)
|
79.73M
est: 57.98M (+37.5%)
|
80.76M
est: 74.49M (+8.4%)
|
122.80M
est: 108.92M (+12.7%)
|
137.35M
est: 139.30M (-1.4%)
|
235.00M
est: 168.09M (+39.8%)
|
55.00M
est: 38.86M (+41.5%)
|
138.00M
est: 138.73M (-0.5%)
|
-275.00M
est: -182.67M (-50.5%)
|
49.00M
est: 162.26M (-69.8%)
|
391.00M
est: 56.37M (+593.6%)
|
254.00M
est: 161.00M (+57.8%)
|
218.00M
est: 215.63M (+1.1%)
|
-308.00M
est: 232.47M (-232.5%)
|
258.56M
246.23M – 270.89M
+11.2% YoY
|
287.25M
273.55M – 322.42M
+11.1% YoY
|
298.48M
285.30M – 308.55M
+3.9% YoY
|
| SGA |
416.00M
est: 632.46M (-34.2%)
|
414.99M
est: 609.94M (-32.0%)
|
414.00M
est: 650.86M (-36.4%)
|
436.70M
est: 674.43M (-35.2%)
|
434.00M
est: 802.96M (-45.9%)
|
494.00M
est: 407.65M (+21.2%)
|
725.00M
est: 767.41M (-5.5%)
|
996.00M
est: 1.08B (-8.0%)
|
540.00M
est: 379.43M (+42.3%)
|
844.00M
est: 855.80M (-1.4%)
|
1.06B
est: 754.66M (+39.9%)
|
1.10B
est: 711.09M (+54.1%)
|
1.16B
est: 1.12B (+3.9%)
|
1.19B
est: 1.15B (+3.4%)
|
1.19B
1.15B – 1.21B
+3.4% YoY
|
1.22B
1.16B – 1.26B
+2.7% YoY
|
1.23B
1.23B – 1.23B
+1.2% YoY
|
| EPS |
0.19
est: 1.11 (-82.9%)
|
2.25
est: 1.32 (+71.1%)
|
2.40
est: 2.49 (-3.6%)
|
3.90
est: 3.50 (+11.4%)
|
4.93
est: 4.63 (+6.5%)
|
8.70
est: 5.38 (+61.8%)
|
1.64
est: 5.64 (-70.9%)
|
3.14
est: 7.96 (-60.6%)
|
-6.65
est: -0.37 (-1,718.7%)
|
1.15
est: 3.85 (-70.2%)
|
9.68
est: 10.11 (-4.3%)
|
6.96
est: 4.51 (+54.3%)
|
6.16
est: 6.18 (-0.3%)
|
-8.83
est: 6.78 (-230.2%)
|
7.36
7.06 – 7.76
+8.6% YoY
|
8.29
7.84 – 9.24
+12.6% YoY
|
8.55
8.17 – 8.84
+3.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-12 | Morgan Stanley | Underweight | Underweight | Maintain |
| 2026-05-07 | Wells Fargo | Underweight | Underweight | Maintain |
| 2026-05-06 | Barclays | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-08 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-07 | D+ | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | D+ | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | D+ | 1/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-27 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C | 2/5 | 2/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 | 1/5 | 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 | The Vanguard Group - 23-1945930 | 3.69M | 8.67% | — | 19.4K | 3.64M | 53.6K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 3.54M | 8.30% | 3.35M | — | 3.54M | — | HC | Delaware | 2022-02-03 | ↗ |
| 3 | Baron Capital Group, Inc.452598330 | 2.94M | 6.91% | — | 2.86M | — | 2.94M | HC, CO | New York | 2022-02-14 | ↗ |
| 4 | Ronald Baron452598330 | 2.94M | 6.91% | — | 2.86M | — | 2.94M | HC, IN | New York | 2022-02-14 | ↗ |
| 5 | BAMCO INC /NY/452598330 | 2.73M | 6.41% | — | 2.64M | — | 2.73M | IA, CO | New York | 2022-02-14 | ↗ |
| 6 | Wellington Group Holdings LLP | 2.72M | 6.47% | — | 2.37M | — | — | HC | Delaware | 2020-01-28 | ↗ |
| 7 | Wellington Investment Advisors Holdings LLP | 2.72M | 6.47% | — | 2.37M | — | — | HC | Delaware | 2020-01-28 | ↗ |
| 8 | Wellington Management Company LLP | 2.66M | 6.32% | — | 2.35M | — | — | IA | Delaware | 2020-01-28 | ↗ |
| 9 | Christian Asmar | 2.60M | 7.40% | — | 2.60M | — | 10.00 | IN | United States of America | 2024-04-19 | ↗ |
| 10 | Impactive Capital LLC | 2.60M | 7.40% | — | 2.60M | — | 10.00 | OO | Delaware | 2024-04-19 | ↗ |
| 11 | Impactive Capital LP | 2.60M | 7.40% | — | 2.60M | — | 10.00 | IA, PN | Delaware | 2024-04-19 | ↗ |
| 12 | Lauren Taylor Wolfe | 2.60M | 7.40% | — | 2.60M | — | 10.00 | IN | United States of America | 2024-04-19 | ↗ |
| 13 | Richard Mashaal | 2.14M | 5.16% | — | 2.14M | — | — | HC, IN | Delaware | 2022-06-28 | ↗ |
| 14 | Senvest Management, LLC | 2.14M | 5.16% | — | 2.14M | — | — | IA, OO | Delaware | 2022-06-28 | ↗ |
| 15 | 3. | 2.07M | 4.40% | — | 2.05M | — | 2.05M | IN | United States of America | 2019-02-14 | ↗ |
| 16 | David Sheets Marriott | 2.06M | 4.80% | 14.0K | 2.05M | 14.0K | 2.05M | IN | United States of America | 2022-02-10 | ↗ |
| 17 | Juliana B. Marriott | 2.02M | 4.30% | 4.3K | 2.02M | 4.3K | 2.02M | IN | United States of America | 2019-02-12 | ↗ |
| 18 | 46-6976704 | 2.01M | 4.30% | 7.2K | 2.00M | 7.2K | 2.00M | OO | Maryland | 2019-02-12 | ↗ |
| 19 | Nicole Marriott Avery | 2.01M | 4.30% | 5.0K | 2.00M | 5.0K | 2.00M | IN | United States of America | 2019-02-13 | ↗ |
| 20 | Stephen Blake Marriott | 2.00M | 4.30% | — | 2.00M | — | 2.00M | IN | United States of America | 2019-02-12 | ↗ |
| 21 | 52-1821926 | 2.00M | 5.20% | 2.00M | — | 2.00M | — | PN | Delaware | 2023-02-14 | ↗ |
| 22 | 30-0447847 | 1.77M | 5.00% | 1.72M | — | 1.77M | — | IA | Delaware | 2024-10-31 | ↗ |
| 23 | Richard E. Marriott | 1.73M | 3.70% | 1.44M | 290.0K | 1.44M | 290.0K | IN | USA | 2019-02-12 | ↗ |
| 24 | Wellington Management Group LLP | 481.3K | 1.16% | — | 421.5K | — | 481.3K | HC | Massachusetts | 2020-04-09 | ↗ |
| 25 | Baron Capital Management, Inc.452598330 | 212.6K | 0.50% | — | 212.6K | — | 212.6K | IA, CO | New York | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 4.19M +650.6K (+18.4%) | 241.66M +6.1M (+2.6%) | 12.00% +1.864 pp | 0.00% +0.000 pp | USD70.76 -18.5% | 6 qtrs — |
| 2 | IMPACTIVE CAPITAL LP | 4.13M +84.0K (+2.1%) | 238.26M -31.0M (-11.5%) | 11.83% +0.241 pp | 15.17% +2.221 pp | USD83.65 -31.0% | 8 qtrs — |
| 3 | VANGUARD GROUP INC | 3.39M +234.1K (+7.4%) | 195.73M -14.5M (-6.9%) | 9.72% +0.671 pp | 0.00% 0.000 pp | USD78.63 -26.6% | 57 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.79M -160.3K (-8.2%) | 103.26M -26.6M (-20.5%) | 5.13% -0.459 pp | 0.02% -0.006 pp | USD81.82 -29.5% | 51 qtrs — |
| 5 | FULLER & THALER ASSET MANAGEMENT, INC. | 1.73M -112.9K (-6.1%) | 99.55M -22.8M (-18.6%) | 4.94% -0.324 pp | 0.34% -0.080 pp | USD75.80 -23.9% | 7 qtrs — |
| 6 | SENVEST MANAGEMENT, LLC | 1.19M -721.5K (-37.8%) | 68.56M -58.6M (-46.1%) | 3.41% -2.067 pp | 2.12% -1.955 pp | USD103.19 -44.1% | 31 qtrs — |
| 7 | STATE STREET CORP | 1.15M +18.7K (+1.7%) | 67.16M -9.0M (-11.8%) | 3.29% +0.054 pp | 0.00% 0.000 pp | USD88.26 -34.6% | 51 qtrs — |
| 8 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.16M +126.3K (+12.2%) | 67.00M -1.9M (-2.8%) | 3.33% +0.362 pp | 0.20% -0.013 pp | USD92.76 -37.8% | 8 qtrs — |
| 9 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 817.2K -74.2K (-8.3%) | 47.14M -12.2M (-20.5%) | 2.34% -0.213 pp | 0.03% -0.007 pp | USD110.88 -48.0% | 14 qtrs — |
| 10 | CITADEL ADVISORS LLC | 788.9K +755.3K (+2,247.1%) | 45.51M +43.3M (+1,934.3%) | 2.26% +2.164 pp | 0.01% +0.007 pp | USD58.75 -1.8% | 52 qtrs — |
| 11 | ANANYM CAPITAL MANAGEMENT, LP | 736.9K +3.2K (+0.4%) | 42.51M -6.3M (-12.9%) | 2.11% +0.009 pp | 17.48% -1.291 pp | USD76.04 -24.1% | 5 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 661.8K -29.3K (-4.2%) | 38.19M -7.8M (-17.0%) | 1.90% -0.084 pp | 0.00% -0.001 pp | USD92.23 -37.4% | 57 qtrs — |
| 13 | MORGAN STANLEY | 568.0K +250.6K (+79.0%) | 32.77M +11.6M (+55.1%) | 1.63% +0.718 pp | 0.00% +0.001 pp | USD81.87 -29.5% | 51 qtrs — |
| 14 | VICTORY CAPITAL MANAGEMENT INC | 503.1K -162.9K (-24.5%) | 29.02M -15.3M (-34.5%) | 1.44% -0.467 pp | 0.02% -0.010 pp | USD110.41 -47.7% | 45 qtrs — |
| 15 | DEPRINCE RACE & ZOLLO INC | 497.4K +67.8K (+15.8%) | 28.70M +99.6K (+0.3%) | 1.43% +0.194 pp | 0.55% -0.025 pp | USD69.04 -16.4% | 3 qtrs — |
| 16 | QUANTINNO CAPITAL MANAGEMENT LP | 422.0K +269.3K (+176.4%) | 24.35M +14.2M (+139.5%) | 1.21% +0.772 pp | 0.05% +0.021 pp | USD62.57 -7.8% | 15 qtrs — |
| 17 | GOLDMAN SACHS GROUP INC | 399.7K +117.0K (+41.4%) | 23.06M +4.2M (+22.6%) | 1.15% +0.335 pp | 0.00% +0.001 pp | USD79.08 -27.0% | 57 qtrs — |
| 18 | NEW SOUTH CAPITAL MANAGEMENT INC | 382.9K +50.1K (+15.1%) | 22.09M -58.2K (-0.3%) | 1.10% +0.144 pp | 1.02% +0.007 pp | USD86.87 -33.6% | 30 qtrs — |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 356.6K +44.2K (+14.1%) | 20.57M -223.6K (-1.1%) | 1.02% +0.127 pp | 0.00% 0.000 pp | USD91.33 -36.8% | 57 qtrs — |
| 20 | AQR CAPITAL MANAGEMENT LLC | 351.6K +215.2K (+157.8%) | 20.28M +11.2M (+123.5%) | 1.01% +0.617 pp | 0.01% +0.005 pp | USD70.09 -17.7% | 55 qtrs — |
| 21 | NORTHERN TRUST CORP | 342.3K -71.1K (-17.2%) | 19.75M -7.8M (-28.2%) | 0.98% -0.204 pp | 0.00% -0.001 pp | USD81.67 -29.4% | 51 qtrs — |
| 22 | POINT72 ASSET MANAGEMENT, L.P. | 340.5K +52.7K (+18.3%) | 19.64M +488.6K (+2.6%) | 0.98% +0.151 pp | 0.02% -0.010 pp | USD82.18 -29.8% | 5 qtrs — |
| 23 | INVESCO LTD. | 298.0K +106.7K (+55.8%) | 17.19M +4.5M (+35.0%) | 0.85% +0.306 pp | 0.00% +0.001 pp | USD78.10 -26.1% | 57 qtrs — |
| 24 | SCHONFELD STRATEGIC ADVISORS LLC | 219.0K +219.0K (+100.0%) | 12.63M +12.6M (+100.0%) | 0.63% +0.627 pp | 0.06% +0.056 pp | USD57.69 +0.0% | 1 qtrs NEW |
| 25 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 212.2K +37.3K (+21.3%) | 12.24M +600.1K (+5.2%) | 0.61% +0.107 pp | 0.26% +0.008 pp | USD69.54 -17.0% | 3 qtrs — |
| 26 | LSV ASSET MANAGEMENT | 204.7K +15.0K (+7.9%) | 11.81M -815.0K (-6.5%) | 0.59% +0.043 pp | 0.03% -0.002 pp | USD128.85 -55.2% | 13 qtrs — |
| 27 | LANDMARK INVESTMENT PARTNERS, L.P. | 198.4K +198.4K (+100.0%) | 11.45M +11.4M (+100.0%) | 0.57% +0.569 pp | 5.35% +5.351 pp | USD57.69 +0.0% | 1 qtrs NEW |
| 28 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 198.0K -507.6K (-71.9%) | 11.42M -35.5M (-75.7%) | 0.57% -1.455 pp | 0.01% -0.023 pp | USD82.40 -30.0% | 15 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 184.1K -235.0K (-56.1%) | 10.62M -17.3M (-61.9%) | 0.53% -0.673 pp | 0.00% -0.004 pp | USD92.70 -37.8% | 57 qtrs — |
| 30 | PATHSTONE HOLDINGS, LLC | 178.8K +19.2K (+12.0%) | 10.32M -305.9K (-2.9%) | 0.51% +0.055 pp | 0.04% -0.001 pp | USD81.17 -28.9% | 9 qtrs — |
| 31 | BANK OF AMERICA CORP /DE/ | 177.6K -110.1K (-38.3%) | 10.24M -8.9M (-46.5%) | 0.51% -0.315 pp | 0.00% -0.001 pp | USD108.20 -46.7% | 52 qtrs — |
| 32 | JPMORGAN CHASE & CO | 140.2K +918.0 (+0.7%) | 8.09M -1.2M (-12.8%) | 0.40% +0.003 pp | 0.00% +0.000 pp | USD100.79 -42.8% | 51 qtrs — |
| 33 | EMPOWERED FUNDS, LLC | 137.2K -17.1K (-11.1%) | 7.92M -2.4M (-22.9%) | 0.39% -0.049 pp | 0.06% -0.041 pp | USD72.15 -20.0% | 5 qtrs — |
| 34 | SAVANT CAPITAL, LLC | 132.8K +1.4K (+1.0%) | 7.66M -1.1M (-12.4%) | 0.38% +0.004 pp | 0.04% -0.008 pp | USD108.49 -46.8% | 30 qtrs — |
| 35 | PRINCIPAL FINANCIAL GROUP INC | 132.0K +69.5K (+111.4%) | 7.61M +3.5M (+83.2%) | 0.38% +0.199 pp | 0.00% +0.002 pp | USD102.06 -43.5% | 57 qtrs — |
| 36 | UBS GROUP AG | 103.9K +2.3K (+2.3%) | 5.99M -766.3K (-11.3%) | 0.30% +0.007 pp | 0.00% 0.000 pp | USD87.18 -33.8% | 45 qtrs — |
| 37 | DEUTSCHE BANK AG\ | 102.3K +813.0 (+0.8%) | 5.90M -853.7K (-12.6%) | 0.29% +0.002 pp | 0.00% 0.000 pp | USD113.47 -49.2% | 50 qtrs — |
| 38 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 95.8K +95.8K (+100.0%) | 5.53M +5.5M (+100.0%) | 0.27% +0.275 pp | 0.02% +0.019 pp | USD57.69 +0.0% | 1 qtrs NEW |
| 39 | WELLS FARGO & COMPANY/MN | 87.8K -16.7K (-15.9%) | 5.07M -1.9M (-27.1%) | 0.25% -0.048 pp | 0.00% 0.000 pp | USD102.97 -44.0% | 57 qtrs — |
| 40 | RHUMBLINE ADVISERS | 85.6K -14.6K (-14.6%) | 4.94M -1.7M (-26.0%) | 0.25% -0.042 pp | 0.00% -0.001 pp | USD85.17 -32.3% | 51 qtrs — |
| 41 | FIRST TRUST ADVISORS LP | 82.1K +15.0K (+22.3%) | 4.74M +268.0K (+6.0%) | 0.24% +0.043 pp | 0.00% +0.000 pp | USD88.58 -34.9% | 14 qtrs — |
| 42 | RUSSELL INVESTMENTS GROUP, LTD. | 76.3K +5.8K (+8.2%) | 4.40M -291.4K (-6.2%) | 0.22% +0.017 pp | 0.00% -0.001 pp | USD69.86 -17.4% | 37 qtrs — |
| 43 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 75.2K +75.2K (+100.0%) | 4.34M +4.3M (+100.0%) | 0.22% +0.215 pp | 0.13% +0.130 pp | USD57.69 +0.0% | 1 qtrs NEW |
| 44 | MILLENNIUM MANAGEMENT LLC | 74.4K -424.6K (-85.1%) | 4.29M -28.9M (-87.1%) | 0.21% -1.217 pp | 0.00% -0.012 pp | USD66.85 -13.7% | 37 qtrs — |
| 45 | LEGAL & GENERAL GROUP PLC | 73.9K +28.6K (+63.1%) | 4.27M +1.2M (+41.4%) | 0.21% +0.082 pp | 0.00% +0.000 pp | USD82.46 -30.0% | 46 qtrs — |
| 46 | UBS ASSET MANAGEMENT AMERICAS INC | 73.4K +6.5K (+9.7%) | 4.24M -220.4K (-4.9%) | 0.21% +0.019 pp | 0.00% 0.000 pp | USD92.15 -37.4% | 54 qtrs — |
| 47 | AMERIPRISE FINANCIAL INC | 72.8K +24.0K (+49.2%) | 4.20M +952.2K (+29.3%) | 0.21% +0.069 pp | 0.00% +0.000 pp | USD73.93 -22.0% | 55 qtrs — |
| 48 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 70.2K +55.4K (+373.4%) | 4.05M +3.1M (+310.3%) | 0.20% +0.159 pp | 0.01% +0.008 pp | USD59.26 -2.6% | 9 qtrs — |
| 49 | NUVEEN, LLC | 69.2K -5.4K (-7.2%) | 3.99M -970.0K (-19.5%) | 0.20% -0.015 pp | 0.00% 0.000 pp | USD65.50 -11.9% | 4 qtrs — |
| 50 | VERITION FUND MANAGEMENT LLC | 66.0K +28.6K (+76.3%) | 3.81M +1.3M (+52.8%) | 0.19% +0.082 pp | 0.02% +0.005 pp | USD62.22 -7.3% | 11 qtrs — |
| 51 | RUFFER LLP | 58.9K +58.9K (+100.0%) | 3.40M +3.4M (+100.0%) | 0.17% +0.169 pp | 0.16% +0.155 pp | USD57.69 +0.0% | 1 qtrs NEW |
| 52 | SWISS NATIONAL BANK | 58.0K +1.1K (+1.9%) | 3.35M -441.6K (-11.7%) | 0.17% +0.003 pp | 0.00% 0.000 pp | USD89.59 -35.6% | 51 qtrs — |
| 53 | BARCLAYS PLC | 55.6K +14.8K (+36.4%) | 3.21M +212.4K (+7.1%) | 0.16% +0.043 pp | 0.00% +0.000 pp | USD72.24 -20.1% | 51 qtrs — |
| 54 | SEI INVESTMENTS CO | 52.1K +24.3K (+87.3%) | 3.01M +1.2M (+62.4%) | 0.15% +0.070 pp | 0.00% +0.001 pp | USD79.73 -27.6% | 45 qtrs — |
| 55 | TWO SIGMA INVESTMENTS, LP | 50.6K +29.3K (+137.6%) | 2.92M +1.5M (+105.9%) | 0.15% +0.084 pp | 0.00% +0.002 pp | USD61.42 -6.1% | 2 qtrs — |
| 56 | CAXTON ASSOCIATES LLP | 50.4K +50.4K (+100.0%) | 2.91M +2.9M (+100.0%) | 0.14% +0.144 pp | 0.06% +0.057 pp | USD57.69 +0.0% | 1 qtrs NEW |
| 57 | PRUDENTIAL FINANCIAL INC | 50.2K +28.9K (+135.3%) | 2.90M +1.5M (+104.0%) | 0.14% +0.083 pp | 0.00% +0.002 pp | USD61.51 -6.2% | 57 qtrs — |
| 58 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 49.7K +49.4K (+15,054.9%) | 2.87M +2.8M (+12,931.8%) | 0.14% +0.142 pp | 0.00% +0.003 pp | USD57.79 -0.2% | 3 qtrs — |
| 59 | AMERICAN CENTURY COMPANIES INC | 48.9K -18.0K (-26.9%) | 2.82M -1.6M (-36.7%) | 0.14% -0.052 pp | 0.00% -0.001 pp | USD67.94 -15.1% | 8 qtrs — |
| 60 | ALLIANZ ASSET MANAGEMENT GMBH | 47.7K -42.0K (-46.8%) | 2.75M -3.2M (-53.9%) | 0.14% -0.120 pp | 0.00% -0.004 pp | USD74.97 -23.0% | 5 qtrs — |
| 61 | WEDGE CAPITAL MANAGEMENT L L P/NC | 46.7K +355.0 (+0.8%) | 2.69M -390.5K (-12.7%) | 0.13% +0.001 pp | 0.05% -0.004 pp | USD98.96 -41.7% | 28 qtrs — |
| 62 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 43.4K +13.3K (+44.1%) | 2.51M +499.9K (+24.9%) | 0.12% +0.038 pp | 0.01% +0.001 pp | USD87.88 -34.4% | 50 qtrs — |
| 63 | BAMCO INC /NY/ | 41.8K +— (+0.0%) | 2.41M -370.8K (-13.3%) | 0.12% +0.000 pp | 0.01% -0.001 pp | USD88.91 -35.1% | 54 qtrs — |
| 64 | HARBOR CAPITAL ADVISORS, INC. | 39.5K +7.9K (+25.1%) | 2.28M +177.0K (+8.4%) | 0.11% +0.023 pp | 0.18% +0.014 pp | USD71.35 -19.1% | 8 qtrs — |
| 65 | BRIDGEWATER ASSOCIATES, LP | 37.1K -65.0 (-0.2%) | 2.14M -333.6K (-13.5%) | 0.11% 0.000 pp | 0.01% -0.002 pp | USD66.56 -13.3% | 2 qtrs — |
| 66 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 36.8K +721.0 (+2.0%) | 2.12M -278.0K (-11.6%) | 0.11% +0.002 pp | 0.00% -0.001 pp | USD69.93 -17.5% | 51 qtrs — |
| 67 | COMERICA BANK | 35.6K +5.9K (+20.0%) | 2.05M +78.9K (+4.0%) | 0.10% +0.017 pp | 0.01% +0.001 pp | USD89.76 -35.7% | 10 qtrs — |
| 68 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 34.8K +34.8K (+100.0%) | 2.01M +2.0M (+100.0%) | 0.10% +0.100 pp | 0.02% +0.016 pp | USD57.69 +0.0% | 4 qtrs — |
| 69 | ANCORA ADVISORS, LLC | 32.1K +9.6K (+42.4%) | 1.85M +351.2K (+23.4%) | 0.09% +0.027 pp | 0.04% +0.008 pp | USD63.81 -9.6% | 4 qtrs — |
| 70 | RANGE FINANCIAL GROUP LLC | 30.8K +11.4K (+59.0%) | 1.78M +488.4K (+37.8%) | 0.09% +0.033 pp | 0.62% +0.150 pp | USD63.27 -8.8% | 2 qtrs — |
| 71 | ALLIANCEBERNSTEIN L.P. | 30.7K -23.4K (-43.3%) | 1.77M -1.8M (-50.9%) | 0.09% -0.067 pp | 0.00% -0.001 pp | USD78.34 -26.4% | 57 qtrs — |
| 72 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 30.5K +3.8K (+14.0%) | 1.76M -93.0K (-5.0%) | 0.09% +0.011 pp | 0.00% +0.000 pp | USD108.87 -47.0% | 49 qtrs — |
| 73 | ALGERT GLOBAL LLC | 29.1K -76.3K (-72.4%) | 1.68M -5.3M (-76.1%) | 0.08% -0.219 pp | 0.03% -0.091 pp | USD70.09 -17.7% | 9 qtrs — |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 28.2K -801.0 (-2.8%) | 1.63M -304.0K (-15.7%) | 0.08% -0.002 pp | 0.00% +0.000 pp | USD120.22 -52.0% | 49 qtrs — |
| 75 | EVOKE WEALTH, LLC | 27.7K +21.5K (+346.6%) | 1.62M +1.2M (+287.7%) | 0.08% +0.062 pp | 0.03% +0.022 pp | USD61.24 -5.8% | 6 qtrs — |
| 76 | PALLAS CAPITAL ADVISORS LLC | 27.6K +991.0 (+3.7%) | 1.59M -178.9K (-10.1%) | 0.08% +0.003 pp | 0.05% -0.013 pp | USD84.43 -31.7% | 9 qtrs — |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 27.4K -229.0 (-0.8%) | 1.58M -258.3K (-14.0%) | 0.08% -0.001 pp | 0.00% 0.000 pp | USD88.02 -34.5% | 52 qtrs — |
| 78 | SQUAREPOINT OPS LLC | 26.7K -12.6K (-32.1%) | 1.54M -1.1M (-41.1%) | 0.08% -0.036 pp | 0.00% -0.001 pp | USD72.11 -20.0% | 6 qtrs — |
| 79 | D. E. SHAW & CO., INC. | 26.5K +20.6K (+349.2%) | 1.53M +1.1M (+289.3%) | 0.08% +0.059 pp | 0.00% +0.001 pp | USD64.96 -11.2% | 11 qtrs — |
| 80 | BNP PARIBAS ARBITRAGE, SNC | 26.2K +13.7K (+109.5%) | 1.51M +679.2K (+81.6%) | 0.08% +0.039 pp | 0.00% +0.000 pp | USD65.00 -11.2% | 51 qtrs — |
| 81 | RAYMOND JAMES FINANCIAL INC | 24.3K -3.0K (-11.1%) | 1.40M -417.6K (-23.0%) | 0.07% -0.009 pp | 0.00% 0.000 pp | USD84.32 -31.6% | 5 qtrs — |
| 82 | QUINN OPPORTUNITY PARTNERS LLC | 23.6K -15.4K (-39.6%) | 1.36M -1.2M (-47.6%) | 0.07% -0.044 pp | 0.06% -0.127 pp | USD89.80 -35.8% | 8 qtrs — |
| 83 | HOLOCENE ADVISORS, LP | 22.6K +6.2K (+37.8%) | 1.30M +212.0K (+19.4%) | 0.06% +0.018 pp | 0.00% +0.000 pp | USD74.84 -22.9% | 13 qtrs — |
| 84 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 22.0K +— (+0.0%) | 1.27M -195.1K (-13.3%) | 0.06% +0.000 pp | 0.12% -0.036 pp | USD101.85 -43.4% | 8 qtrs — |
| 85 | SUMMIT TRAIL ADVISORS, LLC | 21.2K +7.6K (+56.3%) | 1.24M +327.0K (+35.8%) | 0.06% +0.022 pp | 0.02% +0.009 pp | USD63.37 -9.0% | 2 qtrs — |
| 86 | FAMILY OFFICE RESEARCH LLC | 19.0K +— (+0.0%) | 1.10M -160.6K (-12.7%) | 0.05% +0.000 pp | 0.45% -0.102 pp | USD89.76 -35.7% | 5 qtrs — |
| 87 | THRIVENT FINANCIAL FOR LUTHERANS | 19.0K +12.7K (+199.2%) | 1.10M +675.0K (+159.6%) | 0.05% +0.036 pp | 0.00% +0.001 pp | USD71.75 -19.6% | 57 qtrs — |
| 88 | JANE STREET GROUP, LLC | 18.9K +11.8K (+166.2%) | 1.09M +617.8K (+130.7%) | 0.05% +0.034 pp | 0.00% +0.000 pp | USD61.02 -5.5% | 6 qtrs — |
| 89 | MORK CAPITAL MANAGEMENT, LLC | 18.8K +18.8K (+100.0%) | 1.09M +1.1M (+100.0%) | 0.05% +0.054 pp | 0.66% +0.663 pp | USD57.69 +0.0% | 1 qtrs NEW |
| 90 | SHAYNE & CO., LLC | 18.2K -460.0 (-2.5%) | 1.05M -192.3K (-15.5%) | 0.05% -0.001 pp | 0.32% -0.067 pp | USD99.93 -42.3% | 10 qtrs — |
| 91 | AQUATIC CAPITAL MANAGEMENT LLC | 18.2K -16.1K (-47.0%) | 1.05M -1.2M (-54.1%) | 0.05% -0.046 pp | 0.03% -0.013 pp | USD73.50 -21.5% | 11 qtrs — |
| 92 | CI PRIVATE WEALTH, LLC | 16.7K +16.7K (+100.0%) | 964.1K +964.1K (+100.0%) | 0.05% +0.048 pp | 0.00% +0.001 pp | USD57.69 +0.0% | 3 qtrs — |
| 93 | CIBC WORLD MARKET INC. | 16.6K -12.5K (-43.0%) | 959.7K -982.2K (-50.6%) | 0.05% -0.036 pp | 0.00% -0.002 pp | USD99.54 -42.0% | 12 qtrs — |
| 94 | METLIFE INVESTMENT MANAGEMENT, LLC | 16.3K -13.8K (-45.8%) | 938.3K -1.1M (-53.1%) | 0.05% -0.039 pp | 0.00% -0.005 pp | USD97.23 -40.7% | 33 qtrs — |
| 95 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 16.0K +11.1K (+224.0%) | 923.0K +595.0K (+181.4%) | 0.05% +0.032 pp | 0.01% +0.007 pp | USD68.12 -15.3% | 26 qtrs — |
| 96 | — | 15.6K +15.6K (+100.0%) | 898.5K +898.5K (+100.0%) | 0.04% +0.045 pp | 0.06% +0.061 pp | USD57.69 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P SmallCap 600 Pure Value ETF RZV | 1.28% | 3.61M | 0.35% |
| 2 | Invesco S&P SmallCap Consumer Discretionary ETF PSCD | 1.07% | 251.4K | 0.29% |
| 3 | Acquirers Small and Micro Deep Value ETF DEEP | 1.00% | 272.4K | 0.80% |
| 4 | Research Affiliates Deletions ETF NIXT | 0.63% | 217.8K | 0.09% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.57% | 9.74M | 0.47% |
| 6 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.45% | 53.0K | 0.29% |
| 7 | Invesco S&P SmallCap 600 Revenue ETF RWJ | 0.35% | 7.01M | 0.39% |
| 8 | Fidelity Enhanced Small Cap ETF FESM | 0.31% | 17.74M | 0.28% |
| 9 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.30% | 14.33M | 0.15% |
| 10 | iShares S&P Small-Cap 600 Value ETF IJS | 0.29% | 23.47M | 0.18% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Marcus Andrew T. | Officer | F-InKind | D | Common Stock | 37 | 68.63 | 2.5K | 17,644 | D | ↗ |
| 2026-03-19 | Walker Tony M. | Officer | A-Award | A | Stock Appreciation Right | 19,086 | 70.38 | 1.34M | 19,086 | D | ↗ |
| 2026-03-19 | Marcus Andrew T. | Officer | A-Award | A | Common Stock | 3,784 | 0.00 | — | 17,681 | D | ↗ |
| 2026-03-18 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 31 | 0.00 | — | 203,613 | D | ↗ |
| 2026-03-18 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 31 | 0.00 | — | 24,157 | D | ↗ |
| 2026-03-18 | Morgan Dianna | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 23,162 | D | ↗ |
| 2026-03-18 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 13,752 | D | ↗ |
| 2026-03-18 | Gray Jonice M | Director | A-Award | A | Common Stock | 138 | 0.00 | — | 14,456 | D | ↗ |
| 2026-03-18 | Galligan Mary E | Director | A-Award | A | Common Stock | 55 | 0.00 | — | 4,945 | D | ↗ |
| 2026-03-18 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 117 | 0.00 | — | 25,965 | D | ↗ |
| 2026-03-18 | Avril Matthew E | Director / Officer | A-Award | A | Common Stock | 34 | 0.00 | — | 86,216 | D | ↗ |
| 2026-03-18 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 127 | 0.00 | — | 41,705 | D | ↗ |
| 2026-03-17 | Gray Jonice M | Director | A-Award | A | Common Stock | 438 | 0.00 | — | 14,318 | D | ↗ |
| 2026-03-10 | Flaskey Michael | Officer | P-Purchase | A | Common Stock | 2,814 | 66.64 | 187.5K | 2,814 | I | ↗ |
| 2026-03-09 | Walker Tony M. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-09 | Marcus Andrew T. | Officer | — | — | Common Stock | 0 | 0.00 | — | 149 | D | ↗ |
| 2026-03-04 | Pighini Kathleen A. | Officer | A-Award | A | Common Stock | 4,344 | 0.00 | — | 13,321 | D | ↗ |
| 2026-03-04 | Marino Jason P. | Officer | A-Award | A | Stock Appreciation Right | 63,629 | 60.78 | 3.87M | 63,629 | D | ↗ |
| 2026-03-04 | Haeggberg Denise N. | Officer | A-Award | A | Common Stock | 2,633 | 0.00 | — | 6,140 | D | ↗ |
| 2026-03-04 | Gustafson Lori M. | Officer | A-Award | A | Stock Appreciation Right | 20,361 | 60.78 | 1.24M | 20,361 | D | ↗ |
| 2026-03-04 | Flaskey Michael | Officer | A-Award | A | Performance Stock Unit | 75,000 | 0.00 | — | 75,000 | D | ↗ |
| 2026-03-04 | Fitzgerald John D. | Officer | A-Award | A | Common Stock | 7,898 | 0.00 | — | 33,459 | D | ↗ |
| 2026-03-04 | Butera Stephanie Sobeck | Officer | A-Award | A | Stock Appreciation Right | 12,726 | 60.78 | 773.5K | 12,726 | D | ↗ |
| 2026-03-04 | Bukkapatnam Raman | Officer | A-Award | A | Stock Appreciation Right | 20,361 | 60.78 | 1.24M | 20,361 | D | ↗ |
| 2026-03-04 | Avril Matthew E | Director / Officer | A-Award | A | Stock Appreciation Right | 112,184 | 68.03 | 7.63M | 112,484 | D | ↗ |
| 2026-03-01 | Haeggberg Denise N. | Officer | — | — | Common Stock | 0 | 0.00 | — | 786 | D | ↗ |
| 2026-02-27 | HUNTER JAMES H IV | Officer | M-Exempt | A | Common Stock | 7,444 | 61.71 | 459.4K | 54,862 | D | ↗ |
| 2026-02-17 | Yonker Michael E. | Officer | F-InKind | D | Common Stock | 843 | 56.08 | 47.3K | 13,306 | D | ↗ |
| 2026-02-17 | Pighini Kathleen A. | Officer | F-InKind | D | Common Stock | 963 | 56.08 | 54.0K | 8,977 | D | ↗ |
| 2026-02-17 | Marino Jason P. | Officer | F-InKind | D | Common Stock | 1,793 | 56.08 | 100.6K | 32,918 | D | ↗ |
| 2026-02-17 | HUNTER JAMES H IV | Officer | F-InKind | D | Common Stock | 1,512 | 56.08 | 84.8K | 47,418 | D | ↗ |
| 2026-02-17 | Gustafson Lori M. | Officer | F-InKind | D | Common Stock | 987 | 56.08 | 55.4K | 7,889 | D | ↗ |
| 2026-02-17 | Fitzgerald John D. | Officer | F-InKind | D | Common Stock | 819 | 56.08 | 45.9K | 25,561 | D | ↗ |
| 2026-02-17 | Butera Stephanie Sobeck | Officer | F-InKind | D | Common Stock | 387 | 56.08 | 21.7K | 8,294 | D | ↗ |
| 2026-02-17 | Bukkapatnam Raman | Officer | F-InKind | D | Common Stock | 373 | 56.08 | 20.9K | 8,441 | D | ↗ |
| 2026-02-16 | Flaskey Michael | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-01-21 | Marino Jason P. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 34,711 | D | ↗ |
| 2026-01-21 | Fitzgerald John D. | Officer | A-Award | A | Common Stock | 10,000 | 0.00 | — | 26,380 | D | ↗ |
| 2026-01-07 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 35 | 0.00 | — | 203,582 | D | ↗ |
| 2026-01-07 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 36 | 0.00 | — | 24,126 | D | ↗ |
| 2026-01-07 | Morgan Dianna | Director | A-Award | A | Common Stock | 36 | 0.00 | — | 23,130 | D | ↗ |
| 2026-01-07 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 23 | 0.00 | — | 13,731 | D | ↗ |
| 2026-01-07 | Gray Jonice M | Director | A-Award | A | Common Stock | 153 | 0.00 | — | 13,880 | D | ↗ |
| 2026-01-07 | Galligan Mary E | Director | A-Award | A | Common Stock | 62 | 0.00 | — | 4,890 | D | ↗ |
| 2026-01-07 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 134 | 0.00 | — | 25,848 | D | ↗ |
| 2026-01-07 | Fitzgerald John D. | Officer | P-Purchase | A | Common Stock | 52 | 61.15 | 3.2K | 16,380 | D | ↗ |
| 2026-01-07 | Avril Matthew E | Director / Officer | A-Award | A | Common Stock | 38 | 0.00 | — | 58,019 | D | ↗ |
| 2026-01-07 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 143 | 0.00 | — | 41,578 | D | ↗ |
| 2026-01-06 | Fitzgerald John D. | Officer | P-Purchase | A | Common Stock | 44 | 61.06 | 2.7K | 16,328 | D | ↗ |
| 2026-01-01 | Fitzgerald John D. | Officer | — | — | Stock Appreciation Right | 2,892 | 93.73 | 271.1K | 0 | D | ↗ |
| 2025-12-16 | Gray Jonice M | Director | A-Award | A | Common Stock | 522 | 0.00 | — | 13,727 | D | ↗ |
| 2025-12-16 | Asmar Christian | Director / 10% Owner | A-Award | A | Common stock, par value $0.01 per share | 478 | 0.00 | — | 4,130,818 | I | ↗ |
| 2025-12-15 | Pighini Kathleen A. | Officer | F-InKind | D | Common Stock | 26 | 57.99 | 1.5K | 9,940 | D | ↗ |
| 2025-12-15 | Marino Jason P. | Officer | F-InKind | D | Common Stock | 89 | 57.99 | 5.2K | 24,711 | D | ↗ |
| 2025-12-15 | Butera Stephanie Sobeck | Officer | F-InKind | D | Common Stock | 89 | 57.99 | 5.2K | 8,681 | D | ↗ |
| 2025-11-25 | Gray Jonice M | Director | P-Purchase | A | Common Stock | 1,100 | 54.47 | 59.9K | 13,205 | D | ↗ |
| 2025-11-21 | Morgan Dianna | Director | P-Purchase | A | Common Stock | 500 | 51.22 | 25.6K | 23,094 | D | ↗ |
| 2025-11-20 | MCCARTEN WILLIAM W | Director | P-Purchase | A | Common Stock | 5,000 | 48.08 | 240.4K | 13,708 | D | ↗ |
| 2025-11-19 | Asmar Christian | Director / 10% Owner | P-Purchase | A | Common stock, par value $0.01 per share | 84,000 | 47.44 | 3.98M | 4,130,340 | I | ↗ |
| 2025-11-18 | GALBREATH LIZANNE | Director | P-Purchase | A | Common Stock | 5,500 | 46.51 | 255.8K | 25,714 | D | ↗ |
| 2025-11-14 | SHAW WILLIAM JOSEPH | Director | P-Purchase | A | Common Stock | 20,000 | 46.04 | 920.8K | 203,547 | D | ↗ |
| 2025-11-14 | QUAZZO STEPHEN R | Director | P-Purchase | A | Common Stock | 2,000 | 45.53 | 91.1K | 24,090 | D | ↗ |
| 2025-11-14 | Avril Matthew E | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 45.61 | 228.1K | 57,981 | D | ↗ |
| 2025-11-13 | Avril Matthew E | Director / Officer | A-Award | A | Common Stock | 50,000 | 0.00 | — | 52,981 | D | ↗ |
| 2025-11-13 | ANDREWS CHARLES ELLIOTT | Director | P-Purchase | A | Common Stock | 10,000 | 47.01 | 470.1K | 41,435 | D | ↗ |
| 2025-10-01 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 183,547 | D | ↗ |
| 2025-10-01 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 22,090 | D | ↗ |
| 2025-10-01 | Morgan Dianna | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 22,594 | D | ↗ |
| 2025-10-01 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 8,708 | D | ↗ |
| 2025-10-01 | Gray Jonice M | Director | A-Award | A | Common Stock | 134 | 0.00 | — | 12,105 | D | ↗ |
| 2025-10-01 | Galligan Mary E | Director | A-Award | A | Common Stock | 56 | 0.00 | — | 4,828 | D | ↗ |
| 2025-10-01 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 119 | 0.00 | — | 20,214 | D | ↗ |
| 2025-10-01 | Avril Matthew E | Director | A-Award | A | Common Stock | 35 | 0.00 | — | 2,981 | D | ↗ |
| 2025-10-01 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 128 | 0.00 | — | 31,435 | D | ↗ |
| 2025-09-16 | Gray Jonice M | Director | A-Award | A | Common Stock | 389 | 0.00 | — | 11,971 | D | ↗ |
| 2025-09-16 | Asmar Christian | Director / 10% Owner | A-Award | A | Common stock, par value $0.01 per share | 356 | 0.00 | — | 4,046,340 | I | ↗ |
| 2025-06-18 | Asmar Christian | Director / 10% Owner | P-Purchase | A | Common stock, par value $0.01 per share | 337,551 | 68.11 | 22.99M | 4,045,984 | I | ↗ |
| 2025-06-17 | Gray Jonice M | Director | A-Award | A | Common Stock | 447 | 0.00 | — | 11,582 | D | ↗ |
| 2025-06-17 | Asmar Christian | Director / 10% Owner | P-Purchase | A | Common stock, par value $0.01 per share | 412,449 | 67.61 | 27.88M | 3,708,433 | I | ↗ |
| 2025-06-09 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 183,515 | D | ↗ |
| 2025-06-09 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 22,058 | D | ↗ |
| 2025-06-09 | Morgan Dianna | Director | A-Award | A | Common Stock | 32 | 0.00 | — | 22,562 | D | ↗ |
| 2025-06-09 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 8,687 | D | ↗ |
| 2025-06-09 | Gray Jonice M | Director | A-Award | A | Common Stock | 124 | 0.00 | — | 11,135 | D | ↗ |
| 2025-06-09 | Galligan Mary E | Director | A-Award | A | Common Stock | 55 | 0.00 | — | 4,772 | D | ↗ |
| 2025-06-09 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 119 | 0.00 | — | 20,095 | D | ↗ |
| 2025-06-09 | Avril Matthew E | Director | A-Award | A | Common Stock | 34 | 0.00 | — | 2,946 | D | ↗ |
| 2025-06-09 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 128 | 0.00 | — | 31,307 | D | ↗ |
| 2025-05-27 | Asmar Christian | Director | — | — | Common stock, par value $0.01 per share | 0 | 0.00 | — | 3,295,984 | I | ↗ |
| 2025-05-14 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 3,952 | 0.00 | — | 183,483 | D | ↗ |
| 2025-05-14 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 22,026 | D | ↗ |
| 2025-05-14 | Morgan Dianna | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 22,530 | D | ↗ |
| 2025-05-14 | Miller Brian E. | Officer | G-Gift | D | Common Stock | 1,400 | 0.00 | — | 44,358 | D | ↗ |
| 2025-05-14 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 8,666 | D | ↗ |
| 2025-05-14 | Gray Jonice M | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 11,011 | D | ↗ |
| 2025-05-14 | Galligan Mary E | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 4,717 | D | ↗ |
| 2025-05-14 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 19,976 | D | ↗ |
| 2025-05-14 | Dausch James A | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 2,912 | D | ↗ |
| 2025-05-14 | Avril Matthew E | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 2,912 | D | ↗ |
| 2025-05-14 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 2,912 | 0.00 | — | 31,179 | D | ↗ |
| 2025-03-19 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 31 | 0.00 | — | 179,531 | D | ↗ |
| 2025-03-19 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 30 | 0.00 | — | 19,114 | D | ↗ |
| 2025-03-19 | Morgan Dianna | Director | A-Award | A | Common Stock | 30 | 0.00 | — | 19,618 | D | ↗ |
| 2025-03-19 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 5,754 | D | ↗ |
| 2025-03-19 | Gray Jonice M | Director | A-Award | A | Common Stock | 82 | 0.00 | — | 8,099 | D | ↗ |
| 2025-03-19 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 73 | 0.00 | — | 32,687 | D | ↗ |
| 2025-03-19 | Galligan Mary E | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 1,805 | D | ↗ |
| 2025-03-19 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 113 | 0.00 | — | 17,064 | D | ↗ |
| 2025-03-19 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 123 | 0.00 | — | 28,267 | D | ↗ |
| 2025-03-18 | Gray Jonice M | Director | A-Award | A | Common Stock | 448 | 0.00 | — | 8,017 | D | ↗ |
| 2025-03-18 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 448 | 0.00 | — | 32,614 | D | ↗ |
| 2025-03-11 | Pighini Kathleen A. | Officer | F-InKind | D | Common Stock | 87 | 71.62 | 6.2K | 9,966 | D | ↗ |
| 2025-03-06 | GELLER JOHN E. JR | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 72.04 | 360.2K | 68,962 | I | ↗ |
| 2025-03-06 | Butera Stephanie Sobeck | Officer | P-Purchase | A | Common Stock | 650 | 71.66 | 46.6K | 8,770 | D | ↗ |
| 2025-03-04 | Yonker Michael E. | Officer | F-InKind | D | Common Stock | 112 | 71.17 | 8.0K | 10,628 | D | ↗ |
| 2025-03-04 | Pighini Kathleen A. | Officer | A-Award | A | Common Stock | 4,131 | 0.00 | — | 10,053 | D | ↗ |
| 2025-03-04 | Miller Brian E. | Officer | A-Award | A | Common Stock | 9,388 | 0.00 | — | 45,758 | D | ↗ |
| 2025-03-04 | Marino Jason P. | Officer | A-Award | A | Stock Appreciation Right | 18,126 | 71.17 | 1.29M | 18,126 | D | ↗ |
| 2025-03-04 | HUNTER JAMES H IV | Officer | A-Award | A | Stock Appreciation Right | 12,084 | 71.17 | 860.0K | 12,084 | D | ↗ |
| 2025-03-04 | Gustafson Lori M. | Officer | A-Award | A | Common Stock | 4,225 | 0.00 | — | 8,876 | D | ↗ |
| 2025-03-04 | GELLER JOHN E. JR | Director / Officer | A-Award | A | Common Stock | 32,858 | 0.00 | — | 56,877 | D | ↗ |
| 2025-03-04 | Dausch James A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-04 | Butera Stephanie Sobeck | Officer | A-Award | A | Common Stock | 2,347 | 0.00 | — | 8,120 | D | ↗ |
| 2025-03-04 | Bukkapatnam Raman | Officer | A-Award | A | Common Stock | 3,286 | 0.00 | — | 8,813 | D | ↗ |
| 2025-03-04 | Avril Matthew E | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-04 | ANDREWS CHARLES ELLIOTT | Director | P-Purchase | A | Common Stock | 1,620 | 71.82 | 116.3K | 28,144 | D | ↗ |
| 2025-02-28 | GELLER JOHN E. JR | Director / Officer | M-Exempt | A | Common Stock | 9,076 | 77.42 | 702.7K | 32,283 | D | ↗ |
| 2025-02-18 | Yonker Michael E. | Officer | F-InKind | D | Common Stock | 610 | 87.26 | 53.2K | 10,432 | D | ↗ |
| 2025-02-18 | Pighini Kathleen A. | Officer | F-InKind | D | Common Stock | 585 | 87.26 | 51.0K | 5,872 | D | ↗ |
| 2025-02-18 | Miller Brian E. | Officer | F-InKind | D | Common Stock | 1,423 | 87.26 | 124.2K | 35,896 | D | ↗ |
| 2025-02-18 | Marino Jason P. | Officer | F-InKind | D | Common Stock | 874 | 87.26 | 76.3K | 14,888 | D | ↗ |
| 2025-02-18 | HUNTER JAMES H IV | Officer | F-InKind | D | Common Stock | 1,064 | 87.26 | 92.8K | 42,004 | D | ↗ |
| 2025-02-18 | Gustafson Lori M. | Officer | F-InKind | D | Common Stock | 597 | 87.26 | 52.1K | 4,492 | D | ↗ |
| 2025-02-18 | GELLER JOHN E. JR | Director / Officer | F-InKind | D | Common Stock | 3,731 | 87.26 | 325.6K | 28,858 | D | ↗ |
| 2025-02-18 | Butera Stephanie Sobeck | Officer | F-InKind | D | Common Stock | 369 | 87.26 | 32.2K | 5,723 | D | ↗ |
| 2025-02-18 | Bukkapatnam Raman | Officer | F-InKind | D | Common Stock | 129 | 87.26 | 11.3K | 5,527 | D | ↗ |
| 2025-01-03 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 23 | 0.00 | — | 179,500 | D | ↗ |
| 2025-01-03 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 23 | 0.00 | — | 19,056 | D | ↗ |
| 2025-01-03 | Morgan Dianna | Director | A-Award | A | Common Stock | 23 | 0.00 | — | 19,588 | D | ↗ |
| 2025-01-03 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 5,734 | D | ↗ |
| 2025-01-03 | Gray Jonice M | Director | A-Award | A | Common Stock | 61 | 0.00 | — | 7,569 | D | ↗ |
| 2025-01-03 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 52 | 0.00 | — | 32,166 | D | ↗ |
| 2025-01-03 | Galligan Mary E | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 1,784 | D | ↗ |
| 2025-01-03 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 84 | 0.00 | — | 16,951 | D | ↗ |
| 2025-01-03 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 93 | 0.00 | — | 26,524 | D | ↗ |
| 2024-12-17 | Gray Jonice M | Director | A-Award | A | Common Stock | 280 | 0.00 | — | 7,508 | D | ↗ |
| 2024-12-17 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 280 | 0.00 | — | 32,114 | D | ↗ |
| 2024-12-16 | Yonker Michael E. | Officer | F-InKind | D | Common Stock | 600 | 94.89 | 56.9K | 11,042 | D | ↗ |
| 2024-12-16 | Pighini Kathleen A. | Officer | F-InKind | D | Common Stock | 26 | 94.89 | 2.5K | 6,457 | D | ↗ |
| 2024-12-16 | Miller Brian E. | Officer | F-InKind | D | Common Stock | 1,481 | 94.89 | 140.5K | 37,319 | D | ↗ |
| 2024-12-16 | Marino Jason P | Officer | F-InKind | D | Common Stock | 89 | 94.89 | 8.4K | 15,762 | D | ↗ |
| 2024-12-16 | HUNTER JAMES H IV | Officer | F-InKind | D | Common Stock | 1,148 | 94.89 | 108.9K | 43,068 | D | ↗ |
| 2024-12-16 | Gustafson Lori M | Officer | F-InKind | D | Common Stock | 539 | 94.89 | 51.1K | 5,089 | D | ↗ |
| 2024-12-16 | Geller John E JR | Director / Officer | F-InKind | D | Common Stock | 2,700 | 94.89 | 256.2K | 56,419 | D | ↗ |
| 2024-12-16 | Butera Stephanie Sobeck | Officer | F-InKind | D | Common Stock | 55 | 94.89 | 5.2K | 6,092 | D | ↗ |
| 2024-12-13 | HUNTER JAMES H IV | Officer | M-Exempt | A | Common Stock | 762 | 77.42 | 59.0K | 44,518 | D | ↗ |
| 2024-11-22 | Yonker Michael E. | Officer | F-InKind | D | Common Stock | 185 | 93.55 | 17.3K | 11,642 | D | ↗ |
| 2024-11-13 | Gustafson Lori M | Officer | S-Sale | D | Common Stock | 1,550 | 93.93 | 145.6K | 5,628 | D | ↗ |
| 2024-10-03 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 179,477 | D | ↗ |
| 2024-10-03 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 19,033 | D | ↗ |
| 2024-10-03 | Morgan Dianna | Director | A-Award | A | Common Stock | 26 | 0.00 | — | 19,565 | D | ↗ |
| 2024-10-03 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 17 | 0.00 | — | 5,719 | D | ↗ |
| 2024-10-03 | Gray Jonice M | Director | A-Award | A | Common Stock | 68 | 0.00 | — | 7,228 | D | ↗ |
| 2024-10-03 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 59 | 0.00 | — | 31,834 | D | ↗ |
| 2024-10-03 | Galligan Mary E | Director | A-Award | A | Common Stock | 18 | 0.00 | — | 1,768 | D | ↗ |
| 2024-10-03 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 96 | 0.00 | — | 16,867 | D | ↗ |
| 2024-10-03 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 106 | 0.00 | — | 26,431 | D | ↗ |
| 2024-09-17 | Gray Jonice M | Director | A-Award | A | Common Stock | 356 | 73.58 | 26.2K | 7,160 | — | ↗ |
| 2024-09-17 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 356 | 73.58 | 26.2K | 31,775 | — | ↗ |
| 2024-09-11 | Marino Jason P | Officer | P-Purchase | A | Common Stock | 700 | 69.00 | 48.3K | 15,851 | — | ↗ |
| 2024-09-03 | Miller Brian E. | Officer | G-Gift | D | Common Stock | 821 | 0.00 | — | 38,800 | — | ↗ |
| 2024-06-18 | Gray Jonice M | Director | A-Award | A | Common Stock | 303 | 0.00 | — | 6,804 | — | ↗ |
| 2024-06-18 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 303 | 0.00 | — | 31,419 | — | ↗ |
| 2024-06-06 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 179,451 | — | ↗ |
| 2024-06-06 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 21 | 0.00 | — | 19,007 | — | ↗ |
| 2024-06-06 | Morgan Dianna | Director | A-Award | A | Common Stock | 22 | 0.00 | — | 19,539 | — | ↗ |
| 2024-06-06 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 5,702 | — | ↗ |
| 2024-06-06 | Gray Jonice M | Director | A-Award | A | Common Stock | 48 | 0.00 | — | 6,501 | — | ↗ |
| 2024-06-06 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 40 | 0.00 | — | 31,116 | — | ↗ |
| 2024-06-06 | Galligan Mary E | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 1,750 | — | ↗ |
| 2024-06-06 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 78 | 0.00 | — | 16,771 | — | ↗ |
| 2024-06-06 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 86 | 0.00 | — | 26,325 | — | ↗ |
| 2024-05-13 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 2,480 | 0.00 | — | 179,430 | — | ↗ |
| 2024-05-13 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 18,986 | — | ↗ |
| 2024-05-13 | Morgan Dianna | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 19,517 | — | ↗ |
| 2024-05-13 | Martinez Melquiades R. | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 21,031 | — | ↗ |
| 2024-05-13 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 26,687 | — | ↗ |
| 2024-05-13 | Gray Jonice M | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 6,453 | — | ↗ |
| 2024-05-13 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 31,076 | — | ↗ |
| 2024-05-13 | Galligan Mary E | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 1,736 | — | ↗ |
| 2024-05-13 | GALBREATH LIZANNE | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 16,693 | — | ↗ |
| 2024-05-13 | ANDREWS CHARLES ELLIOTT | Director | A-Award | A | Common Stock | 1,736 | 0.00 | — | 26,239 | — | ↗ |
| 2024-03-19 | Gray Jonice M | Director | A-Award | A | Common Stock | 269 | 97.57 | 26.2K | 4,717 | — | ↗ |
| 2024-03-19 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 269 | 97.57 | 26.2K | 29,340 | — | ↗ |
| 2024-03-14 | SHAW WILLIAM JOSEPH | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 176,950 | — | ↗ |
| 2024-03-14 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 17,250 | — | ↗ |
| 2024-03-14 | Morgan Dianna | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 17,781 | — | ↗ |
| 2024-03-14 | MCCARTEN WILLIAM W | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 24,951 | — | ↗ |
| 2024-03-14 | Gray Jonice M | Director | A-Award | A | Common Stock | 30 | 0.00 | — | 4,448 | — | ↗ |
| 2024-03-14 | Gellein Raymond L JR | Director | A-Award | A | Common Stock | 37 | 0.00 | — | 29,071 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2019 | Stephen P. Weisz President and Chief Executive Officer | 955.0K | — | 5.19M | 1.26M | 1.19M | 41.3K | 8.66M | 74.50% | ↗ |
| 2 | 2019 | John E. Geller, Jr. Executive Vice President and Chief Financial and Administrative Officer | 612.0K | — | 1.75M | 450.0K | 485.2K | 25.8K | 3.33M | 66.15% | ↗ |
| 3 | 2019 | Brian E. Miller Executive Vice President and Chief Marketing, Sales and Service Officer | 711.0K | — | 1.09M | 210.0K | 468.0K | 26.4K | 2.51M | 51.71% | ↗ |
| 4 | 2019 | R. Lee Cunningham Executive Vice President and Chief Operating Officer - Vacation Ownership | 480.0K | — | 1.23M | 270.0K | 372.7K | 21.4K | 2.38M | 63.03% | ↗ |
| 5 | 2019 | Lizabeth Kane-Hanan Executive Vice President and Chief Development and Product Officer | 426.0K | — | 1.06M | 195.0K | 268.8K | 19.5K | 1.97M | 63.55% | ↗ |
| 6 | 2018 | Stephen P. Weisz President and Chief Executive Officer | 925.0K | 500.0K | 3.27M | 1.08M | 1.80M | 47.3K | 7.63M | 57.02% | ↗ |
| 7 | 2018 | John E. Geller, Jr. Executive Vice President and Chief Financial and Administrative Officer | 594.0K | 300.0K | 1.25M | 405.0K | 810.2K | 28.5K | 3.38M | 48.76% | ↗ |
| 8 | 2018 | James H Hunter, IV | 409.0K | 300.0K | 1.04M | 187.5K | 440.4K | 21.9K | 2.40M | 51.11% | ↗ |
| 9 | 2018 | Brian E. Miller Executive Vice President and Chief Marketing, Sales and Service Officer | 690.0K | 50.0K | 655.0K | 195.0K | 757.7K | 26.1K | 2.38M | 35.76% | ↗ |
| 10 | 2018 | R. Lee Cunningham Executive Vice President and Chief Operating Officer - Vacation Ownership | 466.0K | 100.0K | 777.5K | 247.5K | 558.6K | 21.6K | 2.17M | 47.15% | ↗ |
| 11 | 2018 | Lizabeth Kane-Hanan Executive Vice President and Chief Development and Product Officer | 413.0K | 50.0K | 637.5K | 187.5K | 442.7K | 19.2K | 1.75M | 47.11% | ↗ |
| 12 | 2017 | Stephen P. Weisz President and Chief Executive Officer | 900.5K | — | 2.31M | 990.0K | 1.88M | 32.2K | 6.13M | 53.87% | ↗ |
| 13 | 2017 | John E. Geller, Jr. Executive Vice President and Chief Financial and Administrative Officer | 554.8K | — | 770.0K | 330.0K | 788.8K | 21.3K | 2.47M | 44.58% | ↗ |
| 14 | 2017 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 670.3K | — | 420.0K | 180.0K | 714.3K | 22.4K | 2.01M | 29.79% | ↗ |
| 15 | 2017 | Brian E. Miller Executive Vice President and Chief Marketing, Sales and Service Officer | 670.3K | — | 420.0K | 180.0K | 714.3K | 22.4K | 2.01M | 29.79% | ↗ |
| 16 | 2017 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 452.2K | — | 507.5K | 217.5K | 504.8K | 18.3K | 1.71M | 42.48% | ↗ |
| 17 | 2017 | R. Lee Cunningham Executive Vice President and Chief Operating Officer - Vacation Ownership | 452.2K | — | 507.5K | 217.5K | 504.8K | 18.3K | 1.71M | 42.48% | ↗ |
| 18 | 2017 | Lizabeth Kane-Hanan Executive Vice President and Chief Development and Product Officer | 401.0K | — | 420.0K | 180.0K | 396.3K | 17.0K | 1.42M | 42.35% | ↗ |
| 19 | 2017 | Lizabeth Kane-Hanan Executive Vice President and Chief Growth and Inventory Officer | 401.0K | — | 420.0K | 180.0K | 396.3K | 17.0K | 1.42M | 42.35% | ↗ |
| 20 | 2016 | Stephen P. Weisz President and Chief Executive Officer | 828.0K | — | 2.10M | 900.0K | 1.08M | 42.7K | 4.99M | 60.08% | ↗ |
| 21 | 2016 | John E. Geller, Jr. Executive Vice President and Chief Financial Officer | 512.3K | — | 770.0K | 330.0K | 501.9K | 24.1K | 2.15M | 51.25% | ↗ |
| 22 | 2016 | John E. Geller, Jr. Executive Vice President and Chief Financial and Administrative Officer | 512.3K | — | 770.0K | 330.0K | 501.9K | 24.1K | 2.15M | 51.25% | ↗ |
| 23 | 2016 | Brian E. Miller Executive Vice President and Chief Marketing, Sales and Service Officer | 650.8K | — | 420.0K | 180.0K | 480.2K | 26.7K | 1.78M | 33.75% | ↗ |
| 24 | 2016 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 650.8K | — | 420.0K | 180.0K | 480.2K | 26.7K | 1.78M | 33.75% | ↗ |
| 25 | 2016 | R. Lee Cunningham Executive Vice President and Chief Operating Officer - Vacation Ownership | 426.6K | — | 490.0K | 210.0K | 340.6K | 21.2K | 1.51M | 46.45% | ↗ |
| 26 | 2016 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 426.6K | — | 490.0K | 210.0K | 340.6K | 21.2K | 1.51M | 46.45% | ↗ |
| 27 | 2016 | Lizabeth Kane-Hanan Executive Vice President and Chief Growth and Inventory Officer | 389.4K | — | 420.0K | 180.0K | 277.7K | 19.2K | 1.29M | 46.39% | ↗ |
| 28 | 2015 | Stephen P. Weisz President and Chief Executive Officer | 800.0K | — | 1.89M | 810.0K | 1.72M | 39.9K | 5.29M | 51.00% | ↗ |
| 29 | 2015 | John E. Geller, Jr. Executive Vice President and Chief Financial and Administrative Officer | 465.8K | — | 630.0K | 270.0K | 659.5K | 23.4K | 2.05M | 43.81% | ↗ |
| 30 | 2015 | John E. Geller, Jr. Executive Vice President and Chief Financial Officer | 465.8K | — | 630.0K | 270.0K | 659.5K | 23.4K | 2.05M | 43.81% | ↗ |
| 31 | 2015 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 628.8K | — | 280.0K | 120.0K | 712.0K | 29.6K | 1.79M | 22.39% | ↗ |
| 32 | 2015 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 406.2K | — | 420.1K | 180.0K | 523.3K | 20.1K | 1.56M | 38.35% | ↗ |
| 33 | 2015 | Lizabeth Kane-Hanan Executive Vice President and Chief Growth and Inventory Officer | 372.6K | — | 297.4K | 127.5K | 415.8K | 19.1K | 1.24M | 34.33% | ↗ |
| 34 | 2014 | Stephen P. Weisz President and Chief Executive Officer | 775.0K | — | 1.47M | 630.0K | 1.23M | 21.1K | 4.15M | 50.60% | ↗ |
| 35 | 2014 | John E. Geller, Jr. Executive Vice President and Chief Financial Officer | 450.0K | — | 630.0K | 270.0K | 535.8K | 15.1K | 1.90M | 47.27% | ↗ |
| 36 | 2014 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 607.5K | — | 280.0K | 120.0K | 775.5K | 17.7K | 1.81M | 22.09% | ↗ |
| 37 | 2014 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 392.5K | — | 350.0K | 150.0K | 375.8K | 14.2K | 1.29M | 38.70% | ↗ |
| 38 | 2014 | Lizabeth Kane-Hanan Executive Vice President and Chief Growth and Inventory Officer | 360.0K | — | 297.5K | 127.5K | 346.4K | 8.2K | 1.14M | 37.18% | ↗ |
| 39 | 2013 | Stephen P. Weisz President and Chief Executive Officer | 764.4K | — | 1.33M | 570.0K | 1.35M | 8.2K | 4.05M | 46.89% | ↗ |
| 40 | 2013 | John E. Geller, Jr. Executive Vice President and Chief Financial Officer | 428.1K | — | 490.0K | 210.0K | 565.6K | 8.1K | 1.71M | 41.05% | ↗ |
| 41 | 2013 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 601.3K | — | 280.0K | 120.0K | 661.5K | 8.2K | 1.68M | 23.78% | ↗ |
| 42 | 2013 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 387.3K | — | 315.0K | 135.0K | 395.4K | 8.1K | 1.25M | 35.95% | ↗ |
| 43 | 2013 | Lizabeth Kane-Hanan Executive Vice President and Chief Growth and Inventory Officer | 356.7K | — | 280.0K | 120.0K | 368.5K | 8.0K | 1.14M | 35.16% | ↗ |
| 44 | 2013 | Lizabeth Kane-Hanan Executive Vice President and Chief Growth and Inventory Officer | 356.7K | — | 280.0K | 120.0K | 368.5K | 8.0K | 1.14M | 35.16% | ↗ |
| 45 | 2012 | Stephen P. Weisz President and Chief Executive Officer | 678.0K | — | 930.0K | — | 933.0K | 7.5K | 2.58M | 35.98% | ↗ |
| 46 | 2012 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 573.0K | — | 142.5K | — | 530.2K | 7.5K | 1.27M | 11.25% | ↗ |
| 47 | 2012 | John E. Geller, Jr. Executive Vice President and Chief Financial Officer | 403.0K | — | 390.0K | — | 418.8K | 7.5K | 1.22M | 31.88% | ↗ |
| 48 | 2012 | Robert A. Miller Former Executive Vice President and Chief Operating Officer – International | 464.4K | — | 165.0K | — | 423.4K | — | 1.20M | 13.77% | ↗ |
| 49 | 2012 | James H Hunter IV Executive Vice President and General Counsel | 338.0K | — | 210.0K | — | 355.0K | 7.5K | 912.4K | 23.02% | ↗ |
| 50 | 2012 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 343.0K | — | 165.0K | — | 358.6K | 7.5K | 887.2K | 18.60% | ↗ |
| 51 | 2011 | Stephen P. Weisz President and Chief Executive Officer | 585.9K | 100.0K | 1.99M | 930.0K | 229.1K | 20.1K | 3.87M | 75.41% | ↗ |
| 52 | 2011 | John E. Geller, Jr. Executive Vice President and Chief Financial Officer | 351.6K | 100.0K | 920.1K | 390.0K | 133.1K | 23.3K | 1.92M | 68.24% | ↗ |
| 53 | 2011 | Robert A. Miller Former Executive Vice President and Chief Operating Officer – International | 465.1K | 50.0K | 520.1K | 165.0K | 186.7K | 8.0K | 1.42M | 48.32% | ↗ |
| 54 | 2011 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 527.0K | 50.0K | 470.2K | 142.5K | 134.8K | 38.1K | 1.37M | 44.76% | ↗ |
| 55 | 2011 | James H Hunter IV Executive Vice President and General Counsel | 304.4K | 100.0K | 417.6K | 347.5K | 163.5K | 13.2K | 1.35M | 56.80% | ↗ |
| 56 | 2011 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 310.6K | 50.0K | 360.2K | 305.0K | 80.6K | 15.1K | 1.13M | 58.99% | ↗ |
| 57 | 2010 | Stephen P. Weisz President and Chief Executive Officer | 551.1K | — | 375.1K | 375.1K | 436.2K | 14.7K | 1.76M | 42.53% | ↗ |
| 58 | 2010 | Brian E. Miller Executive Vice President and Chief Sales and Marketing Officer | 566.0K | — | 215.1K | — | 585.0K | 12.2K | 1.38M | 15.56% | ↗ |
| 59 | 2010 | Robert A. Miller Former Executive Vice President and Chief Operating Officer – International | 447.0K | — | 250.0K | — | 306.1K | 11.0K | 1.07M | 23.42% | ↗ |
| 60 | 2010 | John E. Geller, Jr. Executive Vice President and Chief Financial Officer | 329.4K | — | 325.1K | — | 223.0K | 12.5K | 891.0K | 36.48% | ↗ |
| 61 | 2010 | R. Lee Cunningham Executive Vice President and Chief Operating Officer | 292.6K | — | 112.6K | 112.5K | 182.7K | 11.7K | 716.4K | 31.43% | ↗ |
| 62 | 2010 | James H Hunter IV Executive Vice President and General Counsel | 284.9K | — | 250.1K | — | 169.7K | 10.3K | 715.5K | 34.95% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jason Marino | Executive Vice President & Chief Financial Officer | 1M | male |
| Matthew E. Avril | Chief Executive Officer & Director | 890.1K | male |
| James H. Hunter | Advisor | 862.3K | male |
| Brian E. Miller | Advisor | 862.3K | male |
| Lori Gustafson | Executive Vice President and Chief Brand & Digital Officer | 821.4K | female |
| Michael A. Flaskey | President & COO | — | male |
| Neal H. Goldner | Vice President of Investor Relations | — | male |
| Raman Bukkapatnam | Executive Vice President & Chief Information Officer | — | male |
| Scott Weisz | Executive Vice President of Strategic Business Operations | — | male |
| Stephanie Sobeck Butera | Executive Vice President & Chief Operating Officer of Hyatt Vacation Ownership | — | female |
| Andrew Marcus | General Counsel & Secretary | — | male |
| Tony Walker | Executive VP and Chief Sales & Marketing Officer | — | male |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-04-10 | 2023-05-19 | Daniel Goldman | NY10 | — | Sale | $15,001 - $50,000 | ↗ |
| 2023-03-06 | 2023-04-17 | Daniel Goldman | NY10 | — | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2018-12-31 | 2019-02-08 | Greg Gianforte | MT00 | Joint | Purchase | $100,001 - $250,000 | ↗ |
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Community Opinion for VAC
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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