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Valvoline Inc. (VVV)

USD38.55 -0.09 (-0.23%)
US NYSE Energy Oil & Gas Refining & Marketing
Address 100 Valvoline Way 40509
Lexington, KY, US
CEO Lori A. Flees
IPO 2016-09-23
CIK 1674910 ISIN US92047W1018

Explore sections of this company profile

Description

Valvoline Inc. is a prominent provider, involved in the manufacturing, distribution, and commercialization of a comprehensive range of engine and vehicle care products and related services. Its operations are structured into two distinct divisions: Retail Services and Global Products. Valvoline's extensive product portfolio encompasses various types of lubricants designed for passenger vehicles, light-duty trucks, and heavy-duty machinery. It also supplies antifreeze and coolants specifically tailored for original equipment manufacturers (OEMs). Furthermore, the company provides essential functional and maintenance fluids, including brake fluid and power steering fluid, alongside specialized coatings utilized in both automotive and industrial sectors. For light-duty vehicles, it manufactures oil and air filters. Complementing these, additional offerings include items such as vehicle batteries, windshield wiper components, illumination bulbs, serpentine drive belts, and drain plugs. A key component of its service arm is the operation of Valvoline Instant Oil Change service centers. By the close of September 2021, Valvoline boasted a network of nearly 1,600 quick-lube establishments, both company-owned and franchised. These include Valvoline Instant Oil Change outlets across the United States and Great Canadian Oil Change locations throughout Canada. Beyond its direct consumer services, Valvoline supplies various partners, such as automotive dealerships, independent repair garages, and other rapid oil change facilities. This outreach is further extended via a network of distributors and licensed partners. Globally, Valvoline maintains a significant presence, with activities spanning North America, Europe, the Middle East, Africa, the Asia-Pacific region, and Latin America. Established in 1866, the corporation's central administrative functions are based in Lexington, Kentucky.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD38.55 -0.09 (-0.23%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.03
Float Shares
126.82M
Free Float %
99.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.93% -8.79% -2.87% -12.95% +2.44% +12.87% -6.23% -14.92% +5.53% +41.99% +41.99%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (23 ratings, all time) Buy
Price Targets & DCF
Current price
38.55
Low 38.00 -1.4%
Consensus 41.90 +8.7%
Median 40.50 +5.1%
High 47.00 +21.9%
DCF (Unlevered) 29.29 -24.0%
DCF (Levered) 5.12 -86.7%

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

Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 10 0
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
45.00
+16.7%
Last Quarter 1
45.00
+16.7%
Last Year 17
41.24
+7.0%
All Time 26
42.12
+9.3%
Quality scores
Altman Z-Score
1.76
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
2 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Oil & Gas Refining & Marketing: -1.3%
    +5.6% Q1'26: +25.0% (vs Q1'25)
  • EPS growth Oil & Gas Refining & Marketing: +42.8%
    +1.9% Q1'26: +0.0% (vs Q1'25)
  • FCF margin FCF growth · Oil & Gas Refining & Marketing: +92.2%
    +12.0% Q1'26: +7.5% (vs Q1'25)
  • EBIT margin Oil & Gas Refining & Marketing: +4.6%
    +22.9% Q1'26: +17.5% (vs Q1'25)
  • ROIC Oil & Gas Refining & Marketing: +5.9%
    +14.7% Q1'26: +11.7% (vs Q1'25)
  • Share dilution Oil & Gas Refining & Marketing: +0.0%
    -1.8% Q1'26: 0.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Oil & Gas Refining & Marketing: 0.89×
    3.26× Q1'26: 4.03× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.04) × ERP
WACC = 73% × Ke + 27% × Kd (4.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 28.76 Current price: 38.55
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Sep 2016
actual
Sep 2017
actual
Sep 2018
actual
Sep 2019
actual
Sep 2020
actual
Sep 2021
actual
Sep 2022
actual
Sep 2023
actual
Sep 2024
actual
Sep 2025
actual
Sep 2026
10 Rev. Ana.
8 EPS Ana.
Sep 2027
11 Rev. Ana.
8 EPS Ana.
Sep 2028
5 Rev. Ana.
1 EPS Ana.
Sep 2029
2 Rev. Ana.
1 EPS Ana.
Sep 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
1.93B
est: 1.92B (+0.4%)
2.08B
est: 2.06B (+1.0%)
2.29B
est: 2.28B (+0.1%)
2.39B
est: 2.39B (+0.1%)
727.00M
est: 2.32B (-68.7%)
1.04B
est: 2.97B (-65.1%)
1.24B
est: 3.67B (-66.3%)
1.44B
est: 1.53B (-5.5%)
1.62B
est: 1.62B (+0.1%)
1.71B
est: 1.71B (0.0%)
2.06B
2.03B – 2.09B
+20.2% YoY
2.28B
2.15B – 2.38B
+10.6% YoY
2.49B
2.48B – 2.49B
+9.4% YoY
2.68B
2.58B – 2.77B
+7.8% YoY
2.89B
2.79B – 2.98B
+7.9% YoY
EBITDA
457.00M
est: 542.47M (-15.8%)
562.00M
est: 538.99M (+4.3%)
449.00M
est: 469.66M (-4.4%)
382.00M
est: 368.65M (+3.6%)
256.30M
est: 539.37M (-52.5%)
430.40M
est: 649.12M (-33.7%)
284.80M
est: 725.19M (-60.7%)
368.80M
est: 435.95M (-15.4%)
367.20M
est: 461.19M (-20.4%)
510.70M
est: 487.96M (+4.7%)
586.74M
578.07M – 595.41M
+20.2% YoY
649.07M
613.99M – 678.31M
+10.6% YoY
709.85M
708.60M – 711.10M
+9.4% YoY
765.55M
737.02M – 789.30M
+7.8% YoY
825.65M
794.88M – 851.27M
+7.9% YoY
EBIT
419.00M
est: 446.63M (-6.2%)
520.00M
est: 486.53M (+6.9%)
379.00M
est: 416.97M (-9.1%)
321.00M
est: 355.52M (-9.7%)
215.70M
est: 427.22M (-49.5%)
368.30M
est: 453.06M (-18.7%)
213.40M
est: 506.32M (-57.9%)
280.00M
est: 359.72M (-22.2%)
366.50M
est: 380.55M (-3.7%)
391.30M
est: 402.64M (-2.8%)
484.14M
476.99M – 491.30M
+20.2% YoY
535.58M
506.63M – 559.70M
+10.6% YoY
585.72M
584.69M – 586.76M
+9.4% YoY
631.69M
608.14M – 651.29M
+7.8% YoY
681.28M
655.89M – 702.41M
+7.9% YoY
Net Income
273.00M
est: 172.27M (+58.5%)
304.00M
est: 216.09M (+40.7%)
166.00M
est: 242.61M (-31.6%)
208.00M
est: 198.41M (+4.8%)
316.60M
est: 277.75M (+14.0%)
420.30M
est: 372.68M (+12.8%)
424.30M
est: 434.34M (-2.3%)
1.42B
est: 197.10M (+620.3%)
211.50M
est: 195.73M (+8.1%)
210.70M
est: 208.20M (+1.2%)
222.76M
219.53M – 225.98M
+7.0% YoY
256.27M
239.47M – 283.24M
+15.0% YoY
313.95M
299.96M – 327.95M
+22.5% YoY
354.20M
337.04M – 368.49M
+12.8% YoY
398.84M
379.52M – 414.93M
+12.6% YoY
SGA
270.00M
est: 330.55M (-18.3%)
375.00M
est: 368.37M (+1.8%)
430.00M
est: 434.35M (-1.0%)
449.00M
est: 396.20M (+13.3%)
122.30M
est: 375.64M (-67.4%)
95.70M
est: 464.58M (-79.4%)
251.60M
est: 540.66M (-53.5%)
236.90M
est: 262.92M (-9.9%)
316.80M
est: 278.15M (+13.9%)
349.90M
est: 294.29M (+18.9%)
353.87M
348.64M – 359.10M
+20.2% YoY
391.46M
370.30M – 409.09M
+10.6% YoY
428.11M
427.36M – 428.87M
+9.4% YoY
461.71M
444.50M – 476.03M
+7.8% YoY
497.95M
479.39M – 513.40M
+7.9% YoY
EPS
1.60
est: 1.34 (+19.4%)
1.49
est: 1.39 (+7.0%)
0.84
est: 1.29 (-34.9%)
1.10
est: 1.33 (-17.1%)
1.70
est: 1.39 (+22.0%)
2.30
est: 1.90 (+20.8%)
2.37
est: 2.08 (+13.8%)
8.79
est: 1.55 (+468.9%)
1.63
est: 1.53 (+6.7%)
1.65
est: 1.61 (+2.2%)
1.74
1.71 – 1.76
+7.6% YoY
2.04
1.86 – 2.20
+17.6% YoY
2.45
2.33 – 2.55
+20.0% YoY
2.75
2.62 – 2.87
+12.4% YoY
3.10
2.95 – 3.23
+12.6% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 D+ 1/5 2/5 1/5 1/5 1/5 1/5 1/5
2026-05-06 C+ 2/5 2/5 5/5 3/5 1/5 1/5 1/5
2026-05-05 B- 2/5 2/5 5/5 4/5 1/5 1/5 1/5
2026-05-04 B- 2/5 2/5 5/5 4/5 1/5 1/5 1/5
2026-05-01 B- 2/5 2/5 5/5 4/5 1/5 1/5 1/5
2026-04-30 B- 2/5 2/5 5/5 4/5 1/5 1/5 1/5
2026-04-29 B- 2/5 2/5 5/5 4/5 1/5 1/5 1/5
2026-04-28 B- 2/5 2/5 5/5 4/5 1/5 1/5 1/5
2026-04-27 B- 2/5 2/5 5/5 4/5 1/5 1/5 1/5
2026-04-24 B- 3/5 3/5 5/5 4/5 1/5 1/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-21 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-20 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-17 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-16 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-15 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
118.88M
OE per share TTM
0.92
Owner's Yield
2.60%
Maintenance CapEx ratio
0.00%
Maint CapEx / Avg PPE
67.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
135
Total invested
753.61M
Insider transactions (90d)
1
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Ashland Global Holdings Inc. 170.00M 83.10% 170.00M CO Delaware 2017-02-07
2 52-0556948 25.68M 12.70% 8.59M 25.68M IA Maryland 2018-02-14
3 The Vanguard Group - 23-1945930 16.80M 9.33% 87.1K 16.55M 246.3K IA Pennsylvania For 2022-02-10
4 (1) BlackRock, Inc. 16.41M 9.10% 15.40M 16.41M HC Delaware 2022-02-03
5 AMCAP Fund 13.98M 7.40% IV Maryland 2019-02-14
6 Capital International Investors ** 10.03M 5.30% 10.03M 10.03M IA 2020-02-14
7 David C. Ott 8.34M 6.00% 8.34M 8.34M IN United States 2023-08-24
8 O. Andreas Halvorsen 8.34M 6.00% 8.34M 8.34M IN United States 2023-08-24
9 Rose S. Shabet 8.34M 6.00% 8.34M 8.34M IN United States 2023-08-24
10 Viking Global Investors LP 8.34M 6.00% 8.34M 8.34M PN United States 2023-08-24
11 Wasatch Advisors LP 87-0319391 6.80M 5.20% 6.80M 6.80M IA 2024-02-09
12 BARCLAYS GLOBAL INVESTORS, NA. 6.13M 9.08% 108.0K 22.8K 17.12M 115.0K BK Pennsylvania 2018-02-09
13 Wasatch Advisors, Inc. 87-0319391 5.68M 3.20% 5.68M 5.68M IA 2022-02-10
14 Viking Global Performance LLC 5.37M 3.90% 5.37M 5.37M OO United States 2023-08-24
15 Viking Global Equities Master Ltd. 5.26M 3.80% 5.26M 5.26M CO United States 2023-08-24
16 Viking Long Fund GP LLC 1.96M 1.40% 1.96M 1.96M OO United States 2023-08-24
17 Viking Long Fund Master Ltd. 1.96M 1.40% 1.96M 1.96M CO United States 2023-08-24
18 Viking Global Opportunities GP LLC 1.01M 0.70% 1.01M 1.01M OO United States 2023-08-24
19 Viking Global Opportunities Illiquid Investments Sub-Master LP 1.01M 0.70% 1.01M 1.01M PN United States 2023-08-24
20 Viking Global Opportunities Parent GP LLC 1.01M 0.70% 1.01M 1.01M OO United States 2023-08-24
21 Viking Global Opportunities Portfolio GP LLC 1.01M 0.70% 1.01M 1.01M OO United States 2023-08-24
22 Sprott Asset Management Inc. 251.9K 1.00% BD MARYLAND 2017-06-09
23 Viking Global Equities II LP 107.3K 0.10% 107.3K 107.3K PN United States 2023-08-24
24 95-1411037 13.00 0.00% 20.00 IA Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
135
-240 vs prev Q
New positions
21
Closed positions
256
Increased
70
Reduced
36
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 292.0K +292.0K (+100.0%) 8.49B +8.5B (+100.0%) 0.23% +0.229 pp 0.01% +0.013 pp USD29.06 +0.0% 1 qtrs NEW
2 123.7K +123.7K (+100.0%) 3.59B +3.6B (+100.0%) 0.10% +0.097 pp 1.98% +1.977 pp USD29.06 +0.0% 1 qtrs NEW
3 VANGUARD GROUP INC 12.32M +94.8K (+0.8%) 358.12M -81.0M (-18.4%) 9.65% +0.067 pp 0.01% -0.001 pp USD23.80 +22.1% 38 qtrs
4 BLACKROCK, INC. 12.15M +105.2K (+0.9%) 353.11M -79.5M (-18.4%) 9.52% +0.075 pp 0.01% -0.002 pp USD41.60 -30.1% 6 qtrs
5 WASATCH ADVISORS LP 8.14M -2.1M (-20.4%) 236.66M -130.6M (-35.6%) 6.38% -1.637 pp 1.41% -0.570 pp USD31.97 -9.1% 29 qtrs
6 BOSTON PARTNERS 6.68M +1.1M (+20.6%) 194.45M -4.4M (-2.2%) 5.23% +0.891 pp 0.20% -0.003 pp USD34.82 -16.5% 4 qtrs
7 WELLINGTON MANAGEMENT GROUP LLP 6.07M +610.0K (+11.2%) 176.32M -19.7M (-10.0%) 4.75% +0.474 pp 0.03% -0.003 pp USD36.98 -21.4% 17 qtrs
8 FIDUCIARY MANAGEMENT INC /WI/ 4.97M +220.6K (+4.6%) 144.50M -26.1M (-15.3%) 3.89% +0.170 pp 1.59% -0.138 pp USD34.58 -16.0% 10 qtrs
9 COOKE & BIELER LP 4.28M +944.1K (+28.3%) 124.41M +4.6M (+3.8%) 3.35% +0.737 pp 1.30% +0.060 pp USD35.74 -18.7% 3 qtrs
10 EMINENCE CAPITAL, LP 4.21M +4.2M (+100.0%) 122.41M +122.4M (+100.0%) 3.30% +3.299 pp 1.94% +1.936 pp USD29.06 +0.0% 1 qtrs NEW
11 STATE STREET CORP 4.20M +184.6K (+4.6%) 122.18M -22.2M (-15.4%) 3.29% +0.142 pp 0.00% -0.001 pp USD25.53 +13.8% 37 qtrs
12 ALUA CAPITAL MANAGEMENT LP 4.11M +370.0K (+9.9%) 119.35M -14.8M (-11.1%) 3.22% +0.287 pp 8.84% -0.418 pp USD34.62 -16.1% 13 qtrs
13 MORGAN STANLEY 3.45M -262.3K (-7.1%) 100.30M -33.1M (-24.8%) 2.70% -0.208 pp 0.01% -0.002 pp USD35.78 -18.8% 38 qtrs
14 CHANNING CAPITAL MANAGEMENT, LLC 3.03M +877.3K (+40.7%) 88.10M +10.7M (+13.9%) 2.37% +0.686 pp 2.27% +0.229 pp USD34.57 -15.9% 4 qtrs
15 DIMENSIONAL FUND ADVISORS LP 2.96M +27.5K (+0.9%) 85.97M -19.3M (-18.3%) 2.32% +0.020 pp 0.02% -0.005 pp USD24.70 +17.7% 35 qtrs
16 HAWK RIDGE CAPITAL MANAGEMENT LP 2.74M +1.6M (+142.0%) 79.57M +38.9M (+95.8%) 2.14% +1.258 pp 3.67% +1.737 pp USD32.42 -10.4% 3 qtrs
17 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 2.70M +413.5K (+18.1%) 78.46M -3.6M (-4.4%) 2.11% +0.322 pp 0.77% +0.020 pp USD36.53 -20.4% 9 qtrs
18 MARSHALL WACE, LLP 2.68M +859.4K (+47.1%) 77.96M +12.5M (+19.1%) 2.10% +0.672 pp 0.07% +0.005 pp USD34.25 -15.2% 10 qtrs
19 CITADEL ADVISORS LLC 2.55M +2.2M (+606.1%) 74.13M +61.2M (+471.4%) 2.00% +1.714 pp 0.01% +0.009 pp USD30.29 -4.1% 38 qtrs
20 GEODE CAPITAL MANAGEMENT, LLC 2.45M +36.9K (+1.5%) 71.12M -15.4M (-17.8%) 1.92% +0.028 pp 0.00% -0.001 pp USD26.36 +10.2% 37 qtrs
21 NEUBERGER BERMAN GROUP LLC 2.29M -809.6K (-26.1%) 66.50M -44.7M (-40.2%) 1.79% -0.636 pp 0.05% -0.032 pp USD37.52 -22.5% 37 qtrs
22 TENSILE CAPITAL MANAGEMENT LP 2.10M +20.0K (+1.0%) 60.99M -13.7M (-18.3%) 1.64% +0.014 pp 7.90% -1.427 pp USD26.67 +9.0% 36 qtrs
23 SNYDER CAPITAL MANAGEMENT L P 1.85M +112.2K (+6.4%) 53.84M -8.7M (-13.9%) 1.45% +0.087 pp 1.00% -0.178 pp USD34.86 -16.6% 18 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.78M +64.8K (+3.8%) 51.63M -9.8M (-16.0%) 1.39% +0.050 pp 0.01% -0.002 pp USD25.63 +13.4% 37 qtrs
25 ROYCE & ASSOCIATES LP 1.73M +431.7K (+33.2%) 50.38M +3.6M (+7.8%) 1.36% +0.337 pp 0.51% +0.045 pp USD34.30 -15.3% 11 qtrs
26 CIBC PRIVATE WEALTH GROUP, LLC 1.71M +998.9K (+141.2%) 49.58M +24.2M (+95.2%) 1.34% +0.782 pp 0.08% +0.040 pp USD34.09 -14.8% 8 qtrs
27 GENEVA CAPITAL MANAGEMENT LLC 1.65M -292.6K (-15.0%) 48.09M -21.8M (-31.2%) 1.30% -0.230 pp 0.90% -0.296 pp USD39.03 -25.5% 6 qtrs
28 MAWER INVESTMENT MANAGEMENT LTD. 1.55M -713.5K (-31.6%) 44.96M -36.2M (-44.6%) 1.21% -0.560 pp 0.25% -0.170 pp USD37.33 -22.2% 17 qtrs
29 INVESCO LTD. 1.52M -1.4M (-48.0%) 44.05M -60.7M (-57.9%) 1.19% -1.099 pp 0.01% -0.010 pp USD26.50 +9.7% 37 qtrs
30 NEWPORT TRUST CO 1.42M -53.7K (-3.7%) 41.21M -11.6M (-22.0%) 1.11% -0.043 pp 0.10% -0.022 pp USD24.64 +17.9% 33 qtrs
31 NORGES BANK 1.36M +1.4M (+100.0%) 39.65M +39.7M (+100.0%) 1.07% +1.069 pp 0.00% +0.004 pp USD29.06 +0.0% 1 qtrs NEW
32 MILLENNIUM MANAGEMENT LLC 1.33M +431.2K (+47.9%) 38.67M +6.4M (+19.7%) 1.04% +0.337 pp 0.02% +0.003 pp USD33.98 -14.5% 38 qtrs
33 UBS GROUP AG 1.11M -15.9K (-1.4%) 32.25M -8.2M (-20.2%) 0.87% -0.013 pp 0.01% -0.001 pp USD36.20 -19.7% 38 qtrs
34 NORTHERN TRUST CORP 1.10M -41.5K (-3.7%) 31.87M -9.0M (-22.0%) 0.86% -0.033 pp 0.00% -0.001 pp USD26.31 +10.5% 37 qtrs
35 BANK OF NEW YORK MELLON CORP 1.09M +207.8K (+23.5%) 31.75M -20.8K (-0.1%) 0.86% +0.162 pp 0.01% -0.001 pp USD25.61 +13.5% 38 qtrs
36 CHAMPLAIN INVESTMENT PARTNERS, LLC 1.07M -418.0K (-28.1%) 31.09M -22.3M (-41.8%) 0.84% -0.328 pp 0.31% -0.088 pp USD36.34 -20.0% 5 qtrs
37 SCOPIA CAPITAL MANAGEMENT LP 1.06M +65.2K (+6.6%) 30.76M -4.9M (-13.8%) 0.83% +0.050 pp 6.35% +1.870 pp USD34.95 -16.9% 4 qtrs
38 BALYASNY ASSET MANAGEMENT L.P. 1.04M +678.3K (+187.8%) 30.21M +17.2M (+132.9%) 0.81% +0.531 pp 0.04% +0.022 pp USD31.44 -7.6% 6 qtrs
39 BANK OF AMERICA CORP /DE/ 987.2K +476.0 (+0.0%) 28.69M -6.7M (-19.0%) 0.77% 0.000 pp 0.00% 0.000 pp USD36.75 -20.9% 38 qtrs
40 JANUS HENDERSON GROUP PLC 916.5K -36.7K (-3.9%) 26.63M -7.6M (-22.2%) 0.72% -0.029 pp 0.01% -0.004 pp USD23.55 +23.4% 35 qtrs
41 TIMESSQUARE CAPITAL MANAGEMENT, LLC 913.4K -9.1K (-1.0%) 26.54M -6.6M (-19.9%) 0.72% -0.008 pp 0.40% -0.074 pp USD37.04 -21.5% 6 qtrs
42 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 911.1K +627.6K (+221.3%) 26.48M +16.3M (+160.1%) 0.71% +0.491 pp 0.03% +0.004 pp USD31.19 -6.8% 3 qtrs
43 FIL LTD 898.5K +60.0K (+7.2%) 26.11M -4.0M (-13.3%) 0.70% +0.047 pp 0.02% -0.004 pp USD38.21 -23.9% 17 qtrs
44 NEW YORK STATE COMMON RETIREMENT FUND 811.1K +203.2K (+33.4%) 23.57M +1.7M (+8.0%) 0.64% +0.159 pp 0.03% +0.003 pp USD33.54 -13.4% 36 qtrs
45 CLEARBRIDGE INVESTMENTS, LLC 760.9K -17.7K (-2.3%) 22.11M -5.8M (-20.9%) 0.60% -0.014 pp 0.02% -0.003 pp USD40.74 -28.7% 7 qtrs
46 COMMERCE BANK 741.0K -503.3K (-40.4%) 21.53M -23.2M (-51.8%) 0.58% -0.395 pp 0.12% -0.130 pp USD28.07 +3.5% 21 qtrs
47 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 699.7K +699.7K (+100.0%) 20.33M +20.3M (+100.0%) 0.55% +0.548 pp 0.06% +0.057 pp USD29.06 +0.0% 1 qtrs NEW
48 PRICE T ROWE ASSOCIATES INC /MD/ 681.6K +126.4K (+22.8%) 19.81M -131.0K (-0.7%) 0.53% +0.099 pp 0.00% +0.000 pp USD34.94 -16.8% 38 qtrs
49 SEI INVESTMENTS CO 664.6K -95.9K (-12.6%) 19.31M -8.0M (-29.3%) 0.52% -0.076 pp 0.02% -0.010 pp USD32.45 -10.4% 38 qtrs
50 ARISTOTLE CAPITAL BOSTON, LLC 628.2K +21.5K (+3.5%) 18.26M -3.5M (-16.2%) 0.49% +0.017 pp 1.00% -0.121 pp USD35.12 -17.3% 4 qtrs
51 LEEWARD INVESTMENTS, LLC - MA 593.9K +63.4K (+11.9%) 17.26M -1.8M (-9.4%) 0.47% +0.049 pp 0.87% -0.100 pp USD31.14 -6.7% 16 qtrs
52 NATIXIS ADVISORS, L.P. 561.2K +8.8K (+1.6%) 16.31M -3.5M (-17.8%) 0.44% +0.007 pp 0.02% -0.006 pp USD36.17 -19.7% 37 qtrs
53 SILVERCREST ASSET MANAGEMENT GROUP LLC 548.6K +46.7K (+9.3%) 15.94M -2.1M (-11.6%) 0.43% +0.036 pp 0.11% -0.010 pp USD38.37 -24.3% 7 qtrs
54 NUVEEN, LLC 484.8K -7.7K (-1.6%) 14.09M -3.6M (-20.3%) 0.38% -0.006 pp 0.00% -0.001 pp USD34.90 -16.7% 4 qtrs
55 GOLDMAN SACHS GROUP INC 468.1K -215.2K (-31.5%) 13.60M -10.9M (-44.6%) 0.37% -0.169 pp 0.00% -0.001 pp USD38.68 -24.9% 38 qtrs
56 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 465.9K +224.8K (+93.3%) 13.54M +4.9M (+56.4%) 0.36% +0.176 pp 0.01% +0.003 pp USD32.60 -10.9% 6 qtrs
57 GLENMEDE TRUST CO NA 436.1K +436.1K (+100.0%) 12.67M +12.7M (+100.0%) 0.34% +0.342 pp 0.06% +0.060 pp USD29.06 +0.0% 1 qtrs NEW
58 CONFLUENCE INVESTMENT MANAGEMENT LLC 403.9K -86.7K (-17.7%) 11.74M -5.9M (-33.4%) 0.32% -0.068 pp 0.18% -0.076 pp USD35.49 -18.1% 5 qtrs
59 UBS ASSET MANAGEMENT AMERICAS INC 396.6K -23.0K (-5.5%) 11.53M -3.5M (-23.5%) 0.31% -0.018 pp 0.00% -0.001 pp USD33.17 -12.4% 37 qtrs
60 VISION ONE MANAGEMENT PARTNERS, LP 393.3K +393.3K (+100.0%) 11.43M +11.4M (+100.0%) 0.31% +0.308 pp 6.41% +6.413 pp USD29.06 +0.0% 1 qtrs NEW
61 RHUMBLINE ADVISERS 373.9K -22.7K (-5.7%) 10.86M -3.4M (-23.7%) 0.29% -0.018 pp 0.01% -0.003 pp USD23.15 +25.5% 37 qtrs
62 RAYMOND JAMES FINANCIAL INC 363.8K -84.8K (-18.9%) 10.57M -5.5M (-34.4%) 0.28% -0.067 pp 0.00% -0.002 pp USD35.47 -18.1% 5 qtrs
63 VICTORY CAPITAL MANAGEMENT INC 363.7K -1.8M (-83.5%) 10.57M -68.6M (-86.6%) 0.28% -1.442 pp 0.01% -0.040 pp USD37.39 -22.3% 33 qtrs
64 BNP PARIBAS ARBITRAGE, SNC 353.4K +157.0K (+80.0%) 10.27M +3.2M (+45.6%) 0.28% +0.123 pp 0.00% +0.001 pp USD33.16 -12.4% 37 qtrs
65 VERITION FUND MANAGEMENT LLC 308.6K +7.7K (+2.5%) 8.97M -1.8M (-17.0%) 0.24% +0.006 pp 0.04% -0.009 pp USD35.90 -19.1% 17 qtrs
66 GW&K INVESTMENT MANAGEMENT, LLC 308.6K +79.6K (+34.8%) 8.97M +745.0K (+9.1%) 0.24% +0.062 pp 0.08% +0.005 pp USD34.15 -14.9% 3 qtrs
67 PRINCIPAL FINANCIAL GROUP INC 272.6K -9.1K (-3.2%) 7.92M -2.2M (-21.7%) 0.21% -0.007 pp 0.00% -0.001 pp USD27.51 +5.6% 36 qtrs
68 PEREGRINE CAPITAL MANAGEMENT LLC 247.0K -3.0K (-1.2%) 7.18M -1.8M (-20.0%) 0.19% -0.003 pp 0.22% -0.050 pp USD40.95 -29.0% 6 qtrs
69 MAN GROUP PLC 245.1K +237.7K (+3,187.6%) 7.12M +6.9M (+2,560.5%) 0.19% +0.186 pp 0.01% +0.012 pp USD29.27 -0.7% 32 qtrs
70 SWISS NATIONAL BANK 238.2K +4.1K (+1.8%) 6.92M -1.5M (-17.7%) 0.19% +0.003 pp 0.00% -0.001 pp USD24.01 +21.0% 35 qtrs
71 JPMORGAN CHASE & CO 234.4K -23.7K (-9.2%) 6.81M -2.5M (-26.5%) 0.18% -0.019 pp 0.00% 0.000 pp USD31.47 -7.7% 38 qtrs
72 CRAMER ROSENTHAL MCGLYNN LLC 231.1K +77.9K (+50.9%) 6.72M +1.2M (+22.1%) 0.18% +0.061 pp 0.43% +0.090 pp USD34.90 -16.7% 3 qtrs
73 AMERIPRISE FINANCIAL INC 214.8K +49.4K (+29.9%) 6.25M +305.9K (+5.1%) 0.17% +0.039 pp 0.00% +0.000 pp USD34.30 -15.3% 38 qtrs
74 EXODUSPOINT CAPITAL MANAGEMENT, LP 212.5K -49.9K (-19.0%) 6.17M -3.2M (-34.5%) 0.17% -0.039 pp 0.05% -0.048 pp USD37.58 -22.7% 17 qtrs
75 TREXQUANT INVESTMENT LP 208.6K +208.6K (+100.0%) 6.06M +6.1M (+100.0%) 0.16% +0.163 pp 0.05% +0.054 pp USD29.06 +0.0% 1 qtrs NEW
76 LEGAL & GENERAL GROUP PLC 207.3K -3.8K (-1.8%) 6.02M -1.6M (-20.5%) 0.16% -0.003 pp 0.00% 0.000 pp USD24.48 +18.7% 37 qtrs
77 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 193.3K -141.3K (-42.2%) 5.62M -6.4M (-53.3%) 0.15% -0.111 pp 0.09% -0.104 pp USD36.65 -20.7% 3 qtrs
78 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 174.5K -4.7K (-2.6%) 5.07M -1.4M (-21.2%) 0.14% -0.004 pp 0.00% -0.001 pp USD26.44 +9.9% 37 qtrs
79 BROYHILL ASSET MANAGEMENT 172.0K +71.3K (+70.8%) 5.00M +1.4M (+38.2%) 0.13% +0.056 pp 4.40% +1.235 pp USD33.07 -12.1% 2 qtrs
80 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 168.6K -5.9K (-3.4%) 4.90M -1.4M (-21.8%) 0.13% -0.005 pp 0.01% -0.002 pp USD26.43 +10.0% 35 qtrs
81 RETIREMENT SYSTEMS OF ALABAMA 152.6K -1.1K (-0.7%) 4.43M -1.1M (-19.7%) 0.12% -0.001 pp 0.01% -0.004 pp USD22.95 +26.6% 35 qtrs
82 GATEWAY INVESTMENT ADVISERS LLC 151.6K -37.0 (0.0%) 4.41M -1.0M (-19.1%) 0.12% 0.000 pp 0.04% -0.012 pp USD22.45 +29.4% 35 qtrs
83 ALLIANCEBERNSTEIN L.P. 149.8K -34.8K (-18.9%) 4.35M -2.3M (-34.3%) 0.12% -0.027 pp 0.00% -0.001 pp USD32.80 -11.4% 37 qtrs
84 KORNITZER CAPITAL MANAGEMENT INC /KS 139.8K +— (+0.0%) 4.06M -957.3K (-19.1%) 0.11% 0.000 pp 0.08% -0.016 pp USD37.86 -23.2% 3 qtrs
85 HOLOCENE ADVISORS, LP 139.3K +2.5K (+1.8%) 4.05M -865.0K (-17.6%) 0.11% +0.002 pp 0.01% -0.003 pp USD37.49 -22.5% 11 qtrs
86 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 136.2K -100.0 (-0.1%) 3.96M -937.0K (-19.1%) 0.11% 0.000 pp 0.01% -0.002 pp USD24.93 +16.6% 36 qtrs
87 VELA INVESTMENT MANAGEMENT, LLC 133.8K -84.0K (-38.6%) 3.89M -3.9M (-50.3%) 0.10% -0.066 pp 0.91% -0.993 pp USD36.64 -20.7% 13 qtrs
88 ENVESTNET ASSET MANAGEMENT INC 133.6K -28.6K (-17.6%) 3.88M -1.9M (-33.3%) 0.10% -0.023 pp 0.00% -0.001 pp USD36.45 -20.3% 38 qtrs
89 DEUTSCHE BANK AG\ 133.3K -178.0 (-0.1%) 3.87M -919.4K (-19.2%) 0.10% 0.000 pp 0.00% 0.000 pp USD35.70 -18.6% 38 qtrs
90 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 131.0K -11.6K (-8.1%) 3.81M -1.3M (-25.7%) 0.10% -0.009 pp 0.01% -0.004 pp USD37.06 -21.6% 37 qtrs
91 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 126.3K -2.4K (-1.8%) 3.67M -949.6K (-20.6%) 0.10% -0.002 pp 0.01% -0.004 pp USD42.81 -32.1% 8 qtrs
92 NATIXIS 117.6K +117.6K (+100.0%) 3.42M +3.4M (+100.0%) 0.09% +0.092 pp 0.01% +0.012 pp USD29.06 +0.0% 1 qtrs NEW
93 CHARTER OAK ADVISORS LP 117.2K +— (+0.0%) 3.40M -802.6K (-19.1%) 0.09% 0.000 pp 2.86% +1.353 pp USD36.18 -19.7% 5 qtrs
94 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 113.5K -258.0 (-0.2%) 3.30M -786.5K (-19.3%) 0.09% 0.000 pp 0.00% -0.001 pp USD22.52 +29.0% 37 qtrs
95 GABELLI FUNDS LLC 112.5K -5.1K (-4.3%) 3.27M -953.2K (-22.6%) 0.09% -0.004 pp 0.02% -0.006 pp USD24.17 +20.2% 38 qtrs
96 QUANTINNO CAPITAL MANAGEMENT LP 110.0K +58.7K (+114.5%) 3.20M +1.4M (+73.6%) 0.09% +0.046 pp 0.01% +0.001 pp USD31.97 -9.1% 19 qtrs
97 BOOTHBAY FUND MANAGEMENT, LLC 108.4K +32.7K (+43.2%) 3.15M +432.2K (+15.9%) 0.08% +0.026 pp 0.05% +0.008 pp USD33.52 -13.3% 5 qtrs
98 GAMCO INVESTORS, INC. ET AL 106.1K -29.0 (0.0%) 3.08M -727.8K (-19.1%) 0.08% 0.000 pp 0.03% -0.007 pp USD24.62 +18.0% 35 qtrs
99 CRESCENT PARK MANAGEMENT, L.P. 106.1K -9.0K (-7.8%) 3.08M -1.0M (-25.4%) 0.08% -0.007 pp 1.88% +0.225 pp USD37.87 -23.3% 3 qtrs
100 EVERETT HARRIS & CO /CA/ 101.6K -17.8K (-14.9%) 2.95M -1.3M (-31.1%) 0.08% -0.014 pp 0.04% -0.017 pp USD33.54 -13.4% 18 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.50
Neutral
Ratio by volume
0.77
Neutral
Buys
3
Sells
2
Shares acquired
3.6K
Shares disposed
4.7K
Cash buys
Cash sales
Net activity
-1,108
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 58 0.00 15,470 D
2026-04-02 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 29 0.00 15,412 D
2026-04-01 Denny Jordan M. Officer M-Exempt D Restricted Stock Units 3,543 0.00 7,087 D
2026-03-19 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 29 0.00 15,383 D
2026-03-06 Denny Jordan M. Officer Restricted Stock Units 417 0.00 0 D
2026-03-05 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 27 0.00 15,354 D
2026-03-03 Caldwell Jonathan L. Officer S-Sale D Common Stock 2,679 37.54 100.6K 23,769 D
2026-03-02 Caldwell Jonathan L. Officer M-Exempt A Common Stock 8,877 20.29 180.1K 33,629 D
2026-02-27 Sturgeon Dione Officer F-InKind D Common Stock 104 37.80 3.9K 6,866 D
2026-02-20 O'Daniel Julie Marie Officer M-Exempt A Common Stock 15,810 23.01 363.8K 33,789 D
2026-02-19 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 25 0.00 15,327 D
2026-02-05 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 26 0.00 15,302 D
2026-01-28 Worsham Adam C. Officer FY 2026 Stock Appreciation Right 5,610 31.62 177.4K 0 D
2026-01-28 Wong Janet S. Director 0 0.00 0
2026-01-28 Slater Jennifer Lynn Director A-Award A FY 2026 Restricted Stock Units 4,300 0.00 4,300 D
2026-01-28 SONSTEBY CHARLES M Director A-Award A FY 2026 Restricted Stock Units 4,300 0.00 4,300 D
2026-01-28 Patel Hitesh C. C. Officer FY 2026 Restricted Stock Units 9,500 0.00 0 D
2026-01-28 Pacious Patrick Director M-Exempt A Common Stock 3,750 32.84 123.2K 9,490 D
2026-01-28 Manager Vada O Director M-Exempt A Common Stock 3,750 32.84 123.2K 8,870 D
2026-01-28 Kruse Carol H. Director A-Award A FY 2026 Restricted Stock Units 4,300 0.00 4,300 D
2026-01-28 Freeland Richard Joseph Director A-Award A FY 2026 Restricted Stock Units 4,300 0.00 4,300 D
2026-01-28 Evans Gerald Director A-Award A FY 2026 Restricted Stock Units 4,300 0.00 4,300 D
2026-01-28 Carr Chris Director A-Award A FY 2026 Restricted Stock Units 4,300 0.00 4,300 D
2026-01-22 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 29 0.00 15,276 D
2026-01-08 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 31 0.00 15,247 D
2025-12-26 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 59 0.00 15,216 D
2025-12-11 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 4,778 0.00 15,157 D
2025-11-28 Sturgeon Dione Officer F-InKind D Common Stock 124 31.31 3.9K 6,683 D
2025-11-28 O'Daniel Julie Marie Officer M-Exempt D FY 2023 Restricted Stock Units 1,058 0.00 0 D
2025-11-28 Fulcher Linne Officer F-InKind D Common Stock 243 31.31 7.6K 12,784 D
2025-11-28 Flees Lori Ann Director / Officer M-Exempt D FY 2023 Restricted Stock Units 2,643 0.00 0 D
2025-11-28 Caldwell Jonathan L. Officer M-Exempt D FY 2023 Restricted Stock Units 595 0.00 0 D
2025-11-26 O'Daniel Julie Marie Officer S-Sale D Common Stock 3,200 31.88 102.0K 17,251 D
2025-11-25 WILLIS J KEVIN Officer A-Award A FY 2026 Restricted Stock Units 7,510 0.00 7,510 D
2025-11-25 Sturgeon Dione Officer A-Award A FY 2026 Restricted Stock Units 2,140 0.00 2,140 D
2025-11-25 O'Daniel Julie Marie Officer A-Award A FY 2026 Restricted Stock Units 3,360 0.00 3,360 D
2025-11-25 Fulcher Linne Officer A-Award A FY 2026 Restricted Stock Units 4,150 0.00 4,150 D
2025-11-25 Flees Lori Ann Director / Officer A-Award A FY 2026 Restricted Stock Units 25,290 0.00 25,290 D
2025-11-25 Caldwell Jonathan L. Officer A-Award A FY 2026 Restricted Stock Units 2,570 0.00 2,570 D
2025-11-24 Flees Lori Ann Director / Officer P-Purchase A Common Stock 4,500 30.82 138.7K 69,267 D
2025-11-21 WILLIS J KEVIN Officer P-Purchase A Common Stock 10,000 31.41 314.1K 22,725 D
2025-11-21 Sturgeon Dione Officer M-Exempt A Common Stock 503 0.00 6,566 D
2025-11-21 O'Daniel Julie Marie Officer M-Exempt D FY 2025 Restricted Stock Units 856 0.00 1,714 D
2025-11-21 Fulcher Linne Officer M-Exempt D FY 2025 Restricted Stock Units 1,006 0.00 2,014 D
2025-11-21 Flees Lori Ann Director / Officer M-Exempt D FY 2025 Restricted Stock Units 6,033 0.00 12,067 D
2025-11-21 Caldwell Jonathan L. Officer M-Exempt D FY 2025 Restricted Stock Units 656 0.00 1,314 D
2025-11-19 Sturgeon Dione Officer F-InKind D Common Stock 320 30.64 9.8K 6,063 D
2025-11-19 O'Daniel Julie Marie Officer F-InKind D Common Stock 1,704 30.64 52.2K 19,862 D
2025-11-19 Fulcher Linne Officer F-InKind D Common Stock 627 30.64 19.2K 11,534 D
2025-11-19 Flees Lori Ann Director / Officer F-InKind D Common Stock 4,258 30.64 130.5K 60,662 D
2025-11-19 Caldwell Jonathan L. Officer F-InKind D Common Stock 958 30.64 29.4K 23,892 D
2025-11-14 Sturgeon Dione Officer M-Exempt D FY 2024 Restricted Stock Units 670 0.00 670 D
2025-11-14 O'Daniel Julie Marie Officer M-Exempt D FY 2024 Restricted Stock Units 1,140 0.00 1,140 D
2025-11-14 Fulcher Linne Officer M-Exempt D FY 2024 Restricted Stock Units 1,340 0.00 1,340 D
2025-11-14 Flees Lori Ann Director / Officer M-Exempt D FY 2024 Restricted Stock Units 6,700 0.00 6,700 D
2025-11-14 Caldwell Jonathan L. Officer M-Exempt A Common Stock 873 0.00 22,042 D
2025-11-13 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 56 0.00 10,322 D
2025-10-30 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 54 0.00 10,266 D
2025-10-16 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 52 0.00 10,212 D
2025-10-02 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 50 0.00 10,161 D
2025-09-18 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 45 0.00 10,111 D
2025-09-04 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 46 0.00 10,066 D
2025-08-21 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 46 0.00 10,020 D
2025-08-14 WILLIS J KEVIN Officer P-Purchase A Common Stock 9,716 39.42 383.0K 12,725 D
2025-08-07 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 46 0.00 9,974 D
2025-07-24 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 50 0.00 9,928 D
2025-07-10 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 46 0.00 9,877 D
2025-06-26 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 48 0.00 9,831 D
2025-06-12 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 49 0.00 9,783 D
2025-06-02 WILLIS J KEVIN Officer A-Award A FY 2025 Stock Appreciation Rights 27,050 34.35 929.2K 27,050 D
2025-05-29 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 53 0.00 9,734 D
2025-05-27 Flees Lori Ann Director / Officer P-Purchase A Common Stock 3,000 33.78 101.4K 46,614 D
2025-05-19 WILLIS J KEVIN Officer 0 0.00 0
2025-05-15 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 52 0.00 9,681 D
2025-05-02 Flees Lori Ann Director / Officer M-Exempt D Units 5,462 0.00 0 D
2025-05-01 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 53 0.00 9,629 D
2025-04-17 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 53 0.00 9,576 D
2025-04-03 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 52 0.00 9,522 D
2025-04-01 Sturgeon Dione Officer M-Exempt A Common Stock 278 0.00 4,997 D
2025-03-20 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 50 0.00 9,470 D
2025-03-06 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 51 0.00 9,420 D
2025-02-28 Sturgeon Dione Officer M-Exempt D Restricted Stock Units 287 0.00 287 D
2025-02-28 Dobbins Robert Travis Officer M-Exempt A Common Stock 710 0.00 15,666 D
2025-02-25 O'Daniel Julie Marie Officer S-Sale D Common Stock 6,000 37.41 224.4K 15,305 D
2025-02-24 Kruse Carol H. Director S-Sale D Common Stock 3,740 36.59 136.8K 0 D
2025-02-20 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 47 0.00 9,369 D
2025-02-06 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 45 0.00 9,322 D
2025-01-28 TWINEM MARY J Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-28 Slater Jennifer Lynn Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-28 SONSTEBY CHARLES M Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-28 Pacious Patrick Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-28 Manager Vada O Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-28 Kruse Carol H. Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-28 Freeland Richard Joseph Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-28 Evans Gerald Director A-Award A FY 2025 Restricted Stock Units 3,750 0.00 3,750 D
2025-01-24 Pacious Patrick Director M-Exempt D FY 2024 Restricted Stock Units 3,740 0.00 0 D
2025-01-24 Kruse Carol H. Director M-Exempt D FY 2024 Restricted Stock Units 3,740 0.00 0 D
2025-01-23 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 49 0.00 9,277 D
2025-01-10 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 51 0.00 9,228 D
2024-12-27 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 48 0.00 9,177 D
2024-12-12 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 3,423 0.00 9,129 D
2024-12-11 Dobbins Robert Travis Officer S-Sale D Common Stock 1,914 40.00 76.6K 14,956 D
2024-11-29 Sturgeon Dione Officer M-Exempt D FY 2023 Restricted Stock Units 396 0.00 397 D
2024-11-29 O'Daniel Julie Marie Officer M-Exempt D FY 2023 Restricted Stock Units 1,057 0.00 1,058 D
2024-11-29 Meixelsperger Mary E Officer M-Exempt D FY 2023 Restricted Stock Units 2,179 0.00 2,180 D
2024-11-29 Fulcher Linne Officer F-InKind D Common Stock 229 39.71 9.1K 9,176 D
2024-11-29 Flees Lori Ann Director / Officer M-Exempt D FY 2023 Restricted Stock Units 2,641 0.00 2,643 D
2024-11-29 Dobbins Robert Travis Officer F-InKind D Common Stock 243 39.71 9.6K 16,870 D
2024-11-29 Caldwell Jonathan L. Officer F-InKind D Common Stock 185 39.71 7.3K 21,169 D
2024-11-27 Flees Lori Ann Director / Officer P-Purchase A Common Stock 2,500 39.64 99.1K 38,428 D
2024-11-25 SONSTEBY CHARLES M Director P-Purchase A Common Stock 10,000 39.50 395.0K 26,437 D
2024-11-21 Sturgeon Dione Officer A-Award A FY 2025 Restricted Stock Units 1,510 0.00 1,510 D
2024-11-21 O'Daniel Julie Marie Officer A-Award A FY 2025 Restricted Stock Units 2,570 0.00 2,570 D
2024-11-21 Meixelsperger Mary E Officer A-Award A FY 2025 Restricted Stock Units 5,280 0.00 5,280 D
2024-11-21 Fulcher Linne Officer A-Award A FY 2025 Restricted Stock Units 3,020 0.00 3,020 D
2024-11-21 Flees Lori Ann Director / Officer A-Award A FY 2025 Restricted Stock Units 18,100 0.00 18,100 D
2024-11-21 Dobbins Robert Travis Officer A-Award A FY 2025 Restricted Stock Units 1,360 0.00 1,360 D
2024-11-21 Caldwell Jonathan L. Officer A-Award A FY 2025 Restricted Stock Units 1,970 0.00 1,970 D
2024-11-15 Sturgeon Dione Officer F-InKind D Common Stock 209 42.32 8.8K 4,265 D
2024-11-15 O'Daniel Julie Marie Officer M-Exempt A Common Stock 1,140 0.00 20,932 D
2024-11-15 Meixelsperger Mary E Officer M-Exempt A Common Stock 2,346 0.00 155,986 D
2024-11-15 Fulcher Linne Officer M-Exempt D FY 2024 Restricted Stock Units 1,340 0.00 2,680 D
2024-11-15 Flees Lori Ann Director / Officer M-Exempt D FY 2024 Restricted Stock Units 6,700 0.00 13,400 D
2024-11-15 Dobbins Robert Travis Officer M-Exempt D FY 2024 Restricted Stock Units 603 0.00 1,207 D
2024-11-15 Caldwell Jonathan L. Officer M-Exempt A Common Stock 873 0.00 21,032 D
2024-11-14 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 40 0.00 5,662 D
2024-11-12 O'Daniel Julie Marie Officer A-Award A Common Stock 7,360 0.00 22,081 D
2024-11-12 Meixelsperger Mary E Officer F-InKind D Common Stock 4,643 42.61 197.8K 153,640 D
2024-11-12 Flees Lori Ann Director / Officer F-InKind D Common Stock 7,079 42.61 301.6K 32,317 D
2024-11-12 Dobbins Robert Travis Officer A-Award A Common Stock 2,759 0.00 16,748 D
2024-11-12 Caldwell Jonathan L. Officer F-InKind D Common Stock 1,287 42.61 54.8K 20,159 D
2024-11-11 Sturgeon Dione Officer F-InKind D Common Stock 154 43.24 6.7K 3,804 D
2024-11-11 O'Daniel Julie Marie Officer M-Exempt D FY 2022 Restricted Stock Units 983 0.00 0 D
2024-11-11 Meixelsperger Mary E Officer M-Exempt D FY 2022 Restricted Stock Units 2,026 0.00 0 D
2024-11-11 Dobbins Robert Travis Officer M-Exempt D FY 2022 Restricted Stock Units 738 0.00 0 D
2024-11-11 Caldwell Jonathan L. Officer M-Exempt D FY 2022 Restricted Stock Units 555 0.00 0 D
2024-10-31 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 43 0.00 5,622 D
2024-10-17 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 41 0.00 5,579 D
2024-10-03 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 43 0.00 5,538 D
2024-09-19 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 42 0.00 5,495 D
2024-09-05 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 43 0.00 5,453
2024-08-30 Fulcher Linne Officer M-Exempt A Common Stock 5,060 42.20 213.5K 9,120
2024-08-22 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 42 0.00 5,410
2024-08-21 O'Daniel Julie Marie Officer S-Sale D Common Stock 2,500 41.11 102.8K 14,044
2024-08-08 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 44 0.00 5,369
2024-07-25 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 39 0.00 5,325
2024-07-11 Pacious Patrick Director M-Exempt A Common Stock 2,000 0.00 2,000
2024-07-11 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 39 0.00 5,286
2024-06-27 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 40 0.00 5,247
2024-06-13 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 42 0.00 5,207
2024-05-30 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 43 0.00 5,165
2024-05-16 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 41 0.00 5,122
2024-05-02 Flees Lori Ann Director / Officer M-Exempt A Common Stock 5,461 0.00 19,879
2024-04-18 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 42 0.00 5,041
2024-04-04 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 41 0.00 4,999
2024-04-01 Sturgeon Dione Officer M-Exempt D Restricted Stock Units 276 0.00 278 D
2024-03-21 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 38 0.00 4,958
2024-03-07 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 40 0.00 4,920
2024-03-01 Sturgeon Dione Officer F-InKind D Common Stock 105 43.17 4.5K 3,289
2024-03-01 Dobbins Robert Travis Officer M-Exempt D Restricted Stock Units 710 0.00 1,420
2024-02-23 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 42 0.00 4,880
2024-02-08 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 44 0.00 4,838
2024-01-25 TWINEM MARY J Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-25 Slater Jennifer Lynn Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-25 SONSTEBY CHARLES M Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-25 Pacious Patrick Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-25 Manager Vada O Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-25 Kruse Carol H. Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-25 Freeland Richard Joseph Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-25 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 47 0.00 96
2024-01-25 Evans Gerald Director A-Award A FY 2024 Restricted Stock Units 3,740 0.00 3,740
2024-01-11 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 49 0.00 49
2024-01-03 Denny Jordan M. Officer Stock Appreciation Right 23,970 37.16 890.7K 0 D
2023-12-28 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 228 0.00 4,794
2023-12-14 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 232 0.00 4,565
2023-11-30 Flees Lori Ann Director / Officer A-Award A Deferred Stock Units 4,237 0.00 4,333
2023-11-29 Sturgeon Dione Officer M-Exempt D FY 2023 Restricted Stock Units 395 0.00 794
2023-11-29 O'Daniel Julie Marie Officer M-Exempt D FY 2023 Restricted Stock Units 1,055 0.00 2,115
2023-11-29 Meixelsperger Mary E Officer M-Exempt A Common Stock 2,178 0.00 142,712
2023-11-29 Fulcher Linne Officer M-Exempt A Common Stock 791 0.00 4,294
2023-11-29 Flees Lori Ann Director / Officer F-InKind D Common Stock 835 34.39 28.7K 14,418
2023-11-29 Dobbins Robert Travis Officer M-Exempt D FY 2023 Restricted Stock Units 791 0.00 1,586
2023-11-29 Caldwell Jonathan L. Officer F-InKind D Common Stock 188 34.39 6.5K 16,926
2023-11-28 Dobbins Robert Travis Officer S-Sale D Common Stock 1,301 34.49 44.9K 12,478
2023-11-22 O'Daniel Julie Marie Officer S-Sale D Common Stock 1,002 35.00 35.1K 24,981
2023-11-20 O'Daniel Julie Marie Officer M-Exempt D Performance Stock Units 13,362 0.00 0
2023-11-20 Meixelsperger Mary E Officer F-InKind D Common Stock 11,178 34.94 390.6K 140,534
2023-11-20 Dobbins Robert Travis Officer M-Exempt D Performance Stock Units 4,318 0.00 0
2023-11-20 Caldwell Jonathan L. Officer M-Exempt D Performance Stock Units 6,171 0.00 0
2023-11-16 Sturgeon Dione Officer A-Award A FY 2024 Restricted Stock Units 2,010 0.00 2,010
2023-11-16 O'Daniel Julie Marie Officer A-Award A FY 2024 Restricted Stock Units 3,420 0.00 3,420
2023-11-16 Meixelsperger Mary E Officer A-Award A FY 2024 Restricted Stock Units 7,040 0.00 7,040
2023-11-16 Fulcher Linne Officer A-Award A FY 2024 Restricted Stock Units 4,020 0.00 4,020
2023-11-16 Flees Lori Ann Director / Officer A-Award A FY 2024 Restricted Stock Units 20,100 0.00 20,100
2023-11-16 Dobbins Robert Travis Officer A-Award A Performance Stock Units 4,318 0.00 4,318
2023-11-16 Caldwell Jonathan L. Officer A-Award A FY 2024 Restricted Stock Units 2,620 0.00 2,620
2023-11-14 SONSTEBY CHARLES M Director P-Purchase A Common Stock 4,500 34.33 154.5K 16,437
2023-11-10 Sturgeon Dione Officer M-Exempt D FY 2021 Restricted Stock Units 849 0.00 0
2023-11-10 Meixelsperger Mary E Officer F-InKind D Common Stock 631 32.50 20.5K 119,871
2023-11-10 Caldwell Jonathan L. Officer M-Exempt A Common Stock 638 0.00 12,124

Executive team

Top executives
EBIT / Employee
37.3K
Shares Outstanding
127.32M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Lori A. Flees President and Chief Executive Officer 923.2K 2.20M 750.1K 823.4K 149.8K 4.84M 60.86%
2 2025 J. Kevin Willis Chief Financial Officer 240.4K 1.20M 400.1K 154.8K 33.8K 2.03M 78.85%
3 2025 Mary E. Meixelsperger Senior Vice President Former Chief Financial Officer 482.2K 641.2K 218.9K 310.5K 104.7K 1.76M 48.94%
4 2025 Linne R. Fulcher Senior Vice President and Chief Operating Officer 511.6K 366.8K 125.1K 263.5K 72.5K 1.34M 36.72%
5 2025 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 469.9K 311.7K 106.4K 242.0K 79.1K 1.21M 34.58%
6 2025 Jonathan L. Caldwell Senior Vice President and Chief People Officer 386.3K 238.6K 81.3K 191.7K 63.6K 961.5K 33.27%
7 2024 Lori A. Flees President and Chief Executive Officer 892.3K 1.88M 625.1K 750.9K 131.6K 4.28M 58.49%
8 2024 Mary E. Meixelsperger Chief Financial Officer 627.6K 656.6K 218.9K 396.1K 121.9K 2.02M 43.32%
9 2024 Mary E. Meixelsperger Senior Vice President Former Chief Financial Officer 627.6K 656.6K 218.9K 396.1K 121.9K 2.02M 43.32%
10 2024 Linne R. Fulcher Senior Vice President and Chief Operating Officer 494.2K 375.3K 125.1K 249.5K 55.7K 1.30M 38.50%
11 2024 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 455.6K 319.1K 106.4K 230.0K 77.2K 1.19M 35.80%
12 2024 Jonathan L. Caldwell Senior Vice President and Chief People Officer 360.7K 244.4K 81.4K 151.7K 63.7K 901.9K 36.12%
13 2023 Samuel J. Mitchell, Jr. Chief Executive Officer 1.06M 2.21M 731.2K 1.10M 215.4K 5.32M 55.33%
14 2023 Lori A. Flees Senior Vice President and President, Retail Services 700.0K 755.8K 250.0K 545.7K 112.1K 2.36M 42.55%
15 2023 Lori A. Flees President and Chief Executive Officer 700.0K 755.8K 250.0K 545.7K 112.1K 2.36M 42.55%
16 2023 Mary E. Meixelsperger Chief Financial Officer 614.2K 623.5K 206.2K 478.8K 123.2K 2.05M 40.56%
17 2023 Mary E. Meixelsperger Senior Vice President Former Chief Financial Officer 614.2K 623.5K 206.2K 478.8K 123.2K 2.05M 40.56%
18 2023 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 445.8K 302.3K 100.0K 278.1K 75.7K 1.20M 33.47%
19 2023 Heidi J. Matheys Senior Vice President, Chief Commercial and Transformation Officer 362.3K 207.8K 68.7K 188.3K 61.1K 888.2K 31.14%
20 2022 Samuel J. Mitchell, Jr. Chief Executive Officer 1.04M 2.23M 731.3K 1.04M 246.8K 5.29M 55.98%
21 2022 Lori A. Flees Senior Vice President and President, Retail Services 309.6K 500.0K 986.2K 232.7K 153.5K 2.18M 45.20%
22 2022 Lori A. Flees President and Chief Executive Officer 309.6K 500.0K 986.2K 232.7K 153.5K 2.18M 45.20%
23 2022 Mary E. Meixelsperger Chief Financial Officer 603.8K 629.9K 206.3K 453.7K 145.3K 2.04M 41.01%
24 2022 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 438.3K 305.6K 100.1K 263.5K 82.8K 1.19M 34.08%
25 2022 Jamal K. Muashsher Senior Vice President and President, Global Products 405.1K 248.4K 81.3K 243.5K 72.5K 1.05M 31.37%
26 2021 Samuel J. Mitchell, Jr. Chief Executive Officer 1.01M 2.27M 718.8K 1.52M 229.1K 5.75M 52.06%
27 2021 Mary E. Meixelsperger Chief Financial Officer 586.1K 612.8K 193.8K 659.4K 124.2K 2.18M 37.06%
28 2021 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 425.5K 257.2K 81.3K 383.0K 79.1K 1.23M 27.60%
29 2021 Anthony R. Puckett Former Senior Vice President and President, Retail Services 381.1K 198.0K 62.5K 312.6K 97.6K 1.05M 24.77%
30 2021 Craig A. Moughler Senior Vice President and Chief Supply Chain Officer 388.3K 198.0K 62.5K 320.7K 54.1K 1.02M 25.46%
31 2021 Thomas A. Gerrald II Senior Vice President, Global Products—North America 373.0K 198.0K 62.5K 312.1K 64.2K 1.01M 25.80%
32 2020 Samuel J. Mitchell, Jr. Chief Executive Officer 985.9K 2.23M 718.8K 1.32M 169.5K 5.42M 54.34%
33 2020 Mary E. Meixelsperger Chief Financial Officer 571.8K 600.3K 193.8K 573.8K 90.5K 2.03M 39.11%
34 2020 Anthony R. Puckett Former Senior Vice President and President, Retail Services 403.0K 194.0K 62.5K 310.6K 213.8K 1.18M 21.66%
35 2020 Anthony R. Puckett Senior Vice President and President, Quick Lubes 403.0K 194.0K 62.5K 310.6K 213.8K 1.18M 21.66%
36 2020 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 415.1K 252.0K 81.3K 333.3K 59.3K 1.14M 29.21%
37 2020 Craig A. Moughler Senior Vice President and Chief Supply Chain Officer 386.0K 194.0K 62.5K 272.6K 96.3K 1.01M 25.36%
38 2019 Samuel J. Mitchell, Jr. Chief Executive Officer 961.0K 2.18M 712.5K 615.8K 132.2K 4.60M 62.86%
39 2019 Anthony R. Puckett Former Senior Vice President and President, Retail Services 343.9K 713.5K 56.3K 236.4K 395.4K 1.75M 44.10%
40 2019 Anthony R. Puckett Senior Vice President and President, Quick Lubes 343.9K 713.5K 56.3K 236.4K 395.4K 1.75M 44.10%
41 2019 Mary E. Meixelsperger Chief Financial Officer 557.4K 573.9K 187.5K 267.9K 78.7K 1.67M 45.72%
42 2019 Craig A. Moughler Senior Vice President and Chief Supply Chain Officer 376.2K 172.2K 56.3K 146.7K 417.3K 1.17M 19.55%
43 2019 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 404.6K 229.6K 75.0K 155.6K 52.1K 916.9K 33.22%
44 2018 Samuel J. Mitchell, Jr. Chief Executive Officer 950.0K 2.07M 712.5K 536.8K 171.4K 4.44M 62.63%
45 2018 Samuel J. Mitchell Jr. Chief Executive Officer 950.0K 2.07M 712.5K 536.8K 171.4K 4.44M 62.63%
46 2018 Mary E. Meixelsperger Chief Financial Officer 543.0K 543.9K 187.5K 233.5K 86.5K 1.59M 45.88%
47 2018 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 390.0K 150.0K 217.8K 75.0K 113.0K 55.6K 1.00M 29.24%
48 2018 Victor T. Rios Former Chief Information Officer and Chief Digital Officer 269.1K 109.1K 37.5K 420.9K 836.7K 17.53%
49 2018 Anthony R. Puckett Senior Vice President and President, Quick Lubes 325.0K 163.3K 56.3K 215.3K 50.3K 810.1K 27.11%
50 2018 Craig A. Moughler Senior Vice President and Chief Supply Chain Officer 364.2K 163.3K 56.3K 124.8K 43.3K 751.9K 29.21%
51 2018 Craig A. Moughler Senior Vice President, International & Product Supply 364.2K 163.3K 56.3K 124.8K 43.3K 751.9K 29.21%
52 2017 Samuel J. Mitchell Jr. Chief Executive Officer 855.6K 1.08M 613.8K 914.9K 101.7K 3.56M 47.43%
53 2017 Samuel J. Mitchell, Jr. Chief Executive Officer 855.6K 1.08M 613.8K 914.9K 101.7K 3.56M 47.43%
54 2017 Mary E. Meixelsperger Chief Financial Officer 535.0K 860.8K 328.8K 386.4K 172.8K 2.28M 52.09%
55 2017 Julie M. O’Daniel Senior Vice President, Chief Legal Officer and Corporate Secretary 375.8K 502.3K 126.3K 183.0K 42.5K 1.23M 51.11%
56 2017 Julie M. O’Daniel Senior Vice President, General Counsel and Corporate Secretary 375.8K 502.3K 126.3K 183.0K 42.5K 1.23M 51.11%
57 2017 Craig A. Moughler Senior Vice President and Chief Supply Chain Officer 355.6K 423.4K 77.7K 156.9K 32.7K 1.05M 47.89%
58 2017 Craig A. Moughler Senior Vice President, International & Product Supply 355.6K 423.4K 77.7K 156.9K 32.7K 1.05M 47.89%
59 2017 Anthony R. Puckett President, Quicklubes 309.1K 411.2K 68.0K 192.8K 31.6K 1.01M 47.32%
60 2017 Anthony R. Puckett Senior Vice President and President, Quick Lubes 309.1K 411.2K 68.0K 192.8K 31.6K 1.01M 47.32%
61 2016 Samuel J. Mitchell Jr. Chief Executive Officer 504.2K 2.35M 224.4K 582.3K 841.6K 4.51M 57.20%
62 2016 Mr. Mitchell Chief Executive Officer 504.2K 2.35M 224.4K 582.3K 841.6K 4.51M 57.20%
63 2016 Craig A. Moughler Senior Vice President, International & Product Supply 304.3K 116.2K 47.2K 151.8K 357.0K 976.5K 16.73%
64 2016 Mr. Moughler Senior Vice President, International & Product Supply 304.3K 116.2K 47.2K 151.8K 357.0K 976.5K 16.73%
65 2016 Mary E. Meixelsperger Chief Financial Officer 144.0K 517.4K 135.5K 20.8K 817.7K 63.27%
66 2016 Ms. Meixelsperger Chief Financial Officer 144.0K 517.4K 135.5K 20.8K 817.7K 63.27%
67 2016 Ms. Lockwood Chief Technology Officer 276.3K 116.2K 47.2K 161.9K 102.2K 703.8K 23.22%
68 2016 Ms. Matheys Chief Marketing Officer 270.2K 116.2K 47.2K 185.5K 36.7K 655.8K 24.92%
69 2015 Samuel J. Mitchell Jr. Chief Executive Officer 427.7K 1.44M 181.1K 485.8K 632.0K 3.17M 51.27%
70 2015 Mr. Mitchell Chief Executive Officer 427.7K 1.44M 181.1K 485.8K 632.0K 3.17M 51.27%
71 2015 Mr. Moughler Senior Vice President, International & Product Supply 286.0K 124.8K 44.5K 175.4K 139.7K 770.5K 21.98%
72 2015 Craig A. Moughler Senior Vice President, International & Product Supply 286.0K 124.8K 44.5K 175.4K 139.7K 770.5K 21.98%
73 2015 Ms. Lockwood Chief Technology Officer 259.2K 124.8K 44.5K 162.7K 116.8K 708.1K 23.91%
74 2015 Ms. Matheys Chief Marketing Officer 254.3K 124.8K 44.5K 183.1K 33.3K 640.1K 26.46%
75 2014 Mr. Mitchell Chief Executive Officer 411.1K 442.6K 216.8K 384.6K 496.4K 1.95M 33.79%
76 2014 Ms. Lockwood Chief Technology Officer 251.6K 507.8K 52.4K 130.1K 46.4K 988.3K 56.69%
77 2014 Mr. Moughler Senior Vice President, International & Product Supply 278.9K 106.2K 52.4K 138.3K 266.7K 842.5K 18.83%
78 2014 Ms. Matheys Chief Marketing Officer 247.5K 106.2K 52.4K 125.1K 20.8K 552.2K 28.73%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-19 DEFA14A
2025-12-19 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-07 10-Q
2026-05-01 4
2026-04-30 SC 13G
2026-04-03 4
2026-04-02 4
2026-03-27 SC 13G/A
2026-03-20 4
2026-03-16 3
2026-03-09 8-K

Executive team

NameTitleCompensationGender
Lori A. Flees Chief Executive Officer, President & Director 2M female
Linne Fulcher Senior Vice President & Chief Operating Officer 847.6K male
John Kevin Willis Senior VP & CFO 824.5K male
Julie Marie O'Daniel Senior Vice President, Chief Legal Officer & Corporate Secretary 789.4K female
Jonathan L. Caldwell Senior Vice President & Chief People Officer 641.7K male
Hitesh Patel Chief Technology & Cybersecurity Officer male
Adam Worsham Senior Vice President & Chief Franchising Officer male
Jordan Denny Chief Accounting Officer & Controller male
Dione R. Sturgeon Vice President, Chief Accounting Officer & Controller female
Laura Carpenter Senior Vice President & Chief Customer Officer female
Christopher R. Mottet Chief Audit Executive
Brian Tabb Chief Development Officer male
ESG Rating
B+
OIL & GAS REFINING & MARKETING
2026
E (Environmental)
81.0 / 55.3
Company / Sector avg.
S (Social)
72.4 / 62.5
Company / Sector avg.
G (Governance)
70.8 / 57.7
Company / Sector avg.
ESG Total
74.8 / 58.5
Company / Sector avg.
ESG Score History OIL & GAS REFINING & MARKETING
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-11-19 2025-12-10 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2025-03-10 2025-04-18 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2024-08-28 2024-09-18 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
2024-01-17 2024-02-22 Michael McCaul TX10 Sale $1,001 - $15,000
2023-11-20 2023-12-14 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2023-11-15 2023-12-14 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2023-11-01 2023-12-14 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2023-09-22 2023-10-10 Michael McCaul TX10 Spouse Purchase $15,001 - $50,000
2023-09-15 2023-10-10 Michael McCaul TX10 Purchase $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits