Valvoline Inc. (VVV)
Lexington, KY, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -4.93% | -8.79% | -2.87% | -12.95% | +2.44% | +12.87% | -6.23% | -14.92% | +5.53% | +41.99% | +41.99% |
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 | 2 | 0 |
| Buy | 10 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| 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%
|
-
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)
* 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 |
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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| 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 | ↗ |
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Community Opinion for VVV
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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