Werner Enterprises, Inc. (WERN)
Omaha, NE, US
Werner Enterprises, Inc. is a prominent transportation and logistics company that specializes in the movement of full truckload shipments for a wide range of goods. Operating both domestically across U.S. states and internationally, including Mexico, the company provides crucial shipping services. Its operations are structured into two main divisions: Truckload Transportation Services and Werner Logistics. The Truckload Transportation Services segment manages several specialized fleets. This includes a medium-to-long-haul van fleet, which transports various everyday consumer products and general commodities in dry van trailers. For time-sensitive deliveries, an expedited fleet utilizes driver teams to ensure quick transit. A regional short-haul fleet provides comparable van services for shorter distances, while a temperature-controlled fleet is equipped to handle products requiring specific environmental conditions, such as food, beverages, and other perishables. This segment regularly transports items like retail merchandise and manufactured goods. The Werner Logistics segment offers comprehensive, non-asset-based solutions, encompassing services like truck brokerage, full-service logistics management, and facilitating rail transportation through strategic partnerships with rail and drayage providers. Additionally, it provides specialized residential and commercial delivery services for oversized or heavy items, often utilizing liftgate straight trucks for efficient handling. By the close of 2021, Werner commanded a substantial fleet that included 8,340 trucks (with 8,050 company-operated and 290 managed by independent contractors) and 27,225 company-owned trailers, a mix of dry vans, flatbeds, and temperature-controlled units. The company also operated 55 intermodal drayage trucks. Werner Enterprises, Inc. was established in 1956 and maintains its corporate headquarters in Omaha, Nebraska.
3 articles
- Why Werner Enterprises (WERN) is a Top Momentum Stock for the Long-Term Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.02% | +2.82% | +12.58% | +18.30% | +62.40% | +38.32% | +59.84% | -5.49% | -13.25% | +66.77% | +1,247.73% |
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
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 10 | -1 |
| Sell | 1 | 0 |
| Strong Sell | 2 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 4 |
36.75
-16.5%
|
| Last Year | 24 |
32.17
-26.9%
|
| All Time | 47 |
36.68
-16.7%
|
-
Revenue growth Trucking: +2.9%-1.8% Q1'26: +13.6% (vs Q1'25)
-
EPS growth Trucking: -12.4%-143.6% Q1'26: +55.6% (vs Q1'25)
-
FCF margin FCF growth · Trucking: +70.8%-1.2% Q1'26: +3.8% (vs Q1'25)
-
EBIT margin Trucking: +4.4%+0.6% Q1'26: +0.5% (vs Q1'25)
-
ROIC Trucking: +3.4%+0.9% Q1'26: +0.5% (vs Q1'25)
-
Share dilution Trucking: +0.3%-3.3% ★ Q1'26: -3.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Trucking: 1.75×2.47× Q1'26: 3.25× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 10 Rev. Ana. 8 EPS Ana. |
Dec 2027 10 Rev. Ana. 9 EPS Ana. |
Dec 2028 5 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.05B
est: 1.08B (-2.6%)
|
1.21B
est: 1.14B (+6.3%)
|
1.27B
est: 1.29B (-1.7%)
|
1.34B
est: 1.30B (+3.5%)
|
1.46B
est: 1.46B (+0.1%)
|
1.68B
est: 1.66B (+1.3%)
|
1.97B
est: 1.92B (+2.9%)
|
2.08B
est: 2.13B (-2.3%)
|
2.07B
est: 2.10B (-1.5%)
|
2.17B
est: 2.04B (+6.1%)
|
1.67B
est: 1.51B (+10.3%)
|
1.82B
est: 1.74B (+4.6%)
|
2.00B
est: 1.91B (+4.6%)
|
2.04B
est: 2.05B (-0.7%)
|
2.03B
est: 2.12B (-4.4%)
|
2.14B
est: 2.08B (+3.0%)
|
2.09B
est: 2.11B (-0.8%)
|
2.01B
est: 2.00B (+0.3%)
|
2.12B
est: 2.10B (+0.6%)
|
2.46B
est: 2.46B (-0.1%)
|
2.46B
est: 2.47B (-0.3%)
|
2.37B
est: 2.37B (+0.2%)
|
2.73B
est: 2.70B (+1.4%)
|
3.29B
est: 3.28B (+0.4%)
|
3.28B
est: 3.17B (+3.6%)
|
3.03B
est: 3.04B (-0.3%)
|
2.97B
est: 3.00B (-0.8%)
|
3.56B
3.43B – 3.66B
+18.8% YoY
|
3.81B
3.62B – 3.96B
+7.0% YoY
|
3.99B
3.99B – 3.99B
+4.7% YoY
|
| EBITDA |
202.16M
est: 208.27M (-2.9%)
|
191.93M
est: 175.03M (+9.7%)
|
195.37M
est: 195.15M (+0.1%)
|
221.16M
est: 210.83M (+4.9%)
|
252.67M
est: 252.89M (-0.1%)
|
285.86M
est: 284.88M (+0.3%)
|
327.07M
est: 320.28M (+2.1%)
|
332.02M
est: 342.35M (-3.0%)
|
303.51M
est: 307.61M (-1.3%)
|
284.54M
est: 258.68M (+10.0%)
|
254.25M
est: 224.26M (+13.4%)
|
288.53M
est: 272.72M (+5.8%)
|
333.63M
est: 317.99M (+4.9%)
|
340.41M
est: 342.82M (-0.7%)
|
296.34M
est: 327.17M (-9.4%)
|
317.81M
est: 324.72M (-2.1%)
|
370.43M
est: 374.66M (-1.1%)
|
339.77M
est: 328.85M (+3.3%)
|
354.66M
est: 334.37M (+6.1%)
|
429.47M
est: 408.00M (+5.3%)
|
478.29M
est: 459.70M (+4.0%)
|
492.20M
est: 392.70M (+25.3%)
|
618.14M
est: 603.59M (+2.4%)
|
616.54M
est: 659.25M (-6.5%)
|
480.83M
est: 497.68M (-3.4%)
|
372.10M
est: 477.16M (-22.0%)
|
304.59M
est: 470.80M (-35.3%)
|
559.50M
539.07M – 575.21M
+18.8% YoY
|
598.43M
568.27M – 622.25M
+7.0% YoY
|
626.77M
626.77M – 626.77M
+4.7% YoY
|
| EBIT |
102.20M
est: 113.36M (-9.8%)
|
82.82M
est: 77.76M (+6.5%)
|
79.33M
est: 80.37M (-1.3%)
|
99.45M
est: 94.57M (+5.2%)
|
117.50M
est: 117.39M (+0.1%)
|
141.33M
est: 139.95M (+1.0%)
|
164.61M
est: 159.73M (+3.1%)
|
164.50M
est: 168.00M (-2.1%)
|
136.52M
est: 137.61M (-0.8%)
|
117.11M
est: 99.82M (+17.3%)
|
98.94M
est: 84.32M (+17.3%)
|
136.28M
est: 126.16M (+8.0%)
|
174.99M
est: 165.60M (+5.7%)
|
173.45M
est: 172.64M (+0.5%)
|
123.32M
est: 144.87M (-14.9%)
|
140.83M
est: 151.51M (-7.1%)
|
177.22M
est: 189.29M (-6.4%)
|
130.04M
est: 122.18M (+6.4%)
|
137.02M
est: 132.04M (+3.8%)
|
199.32M
est: 200.35M (-0.5%)
|
228.76M
est: 216.53M (+5.6%)
|
228.91M
est: 183.19M (+25.0%)
|
350.44M
est: 298.76M (+17.3%)
|
336.61M
est: 339.17M (-0.8%)
|
181.32M
est: 202.09M (-10.3%)
|
81.69M
est: 193.75M (-57.8%)
|
18.26M
est: 191.17M (-90.4%)
|
227.19M
218.89M – 233.57M
+18.8% YoY
|
243.00M
230.75M – 252.67M
+7.0% YoY
|
254.51M
254.51M – 254.51M
+4.7% YoY
|
| Net Income |
60.01M
est: 61.50M (-2.4%)
|
48.02M
est: 45.00M (+6.7%)
|
47.74M
est: 48.37M (-1.3%)
|
61.63M
est: 58.62M (+5.1%)
|
73.73M
est: 73.65M (+0.1%)
|
87.31M
est: 86.45M (+1.0%)
|
98.53M
est: 95.63M (+3.0%)
|
98.64M
est: 100.74M (-2.1%)
|
75.36M
est: 75.97M (-0.8%)
|
67.58M
est: 59.93M (+12.8%)
|
56.58M
est: 49.37M (+14.6%)
|
80.04M
est: 75.06M (+6.6%)
|
102.76M
est: 97.99M (+4.9%)
|
103.03M
est: 103.75M (-0.7%)
|
86.79M
est: 89.92M (-3.5%)
|
98.65M
est: 93.31M (+5.7%)
|
123.71M
est: 116.72M (+6.0%)
|
79.13M
est: 76.69M (+3.2%)
|
202.89M
est: 186.83M (+8.6%)
|
168.15M
est: 150.27M (+11.9%)
|
166.94M
est: 160.28M (+4.2%)
|
169.08M
est: 136.25M (+24.1%)
|
259.05M
est: 254.96M (+1.6%)
|
241.26M
est: 280.87M (-14.1%)
|
112.38M
est: 63.05M (+78.2%)
|
34.23M
est: 40.63M (-15.7%)
|
-14.40M
est: 3.47M (-515.3%)
|
44.71M
42.03M – 80.51M
+1,189.5% YoY
|
105.63M
84.33M – 153.60M
+136.3% YoY
|
155.53M
146.71M – 164.34M
+47.2% YoY
|
| SGA |
631.41M
est: 648.18M (-2.6%)
|
715.04M
est: 671.80M (+6.4%)
|
755.66M
est: 766.74M (-1.4%)
|
811.27M
est: 778.85M (+4.2%)
|
875.08M
est: 874.05M (+0.1%)
|
987.59M
est: 974.51M (+1.3%)
|
1.11B
est: 1.08B (+2.8%)
|
1.08B
est: 1.11B (-2.2%)
|
1.08B
est: 1.10B (-1.4%)
|
690.38M
est: 688.82M (+0.2%)
|
538.82M
est: 477.45M (+12.9%)
|
527.58M
est: 505.47M (+4.4%)
|
536.51M
est: 510.77M (+5.0%)
|
79.34M
est: 83.19M (-4.6%)
|
84.68M
est: 88.35M (-4.2%)
|
94.60M
est: 91.15M (+3.8%)
|
95.97M
est: 90.81M (+5.7%)
|
99.97M
est: 96.12M (+4.0%)
|
96.03M
est: 88.22M (+8.9%)
|
114.20M
est: 100.98M (+13.1%)
|
104.22M
est: 100.13M (+4.1%)
|
124.29M
est: 99.01M (+25.5%)
|
112.12M
est: 109.79M (+2.1%)
|
163.22M
est: 119.67M (+36.4%)
|
157.00M
est: 121.77M (+28.9%)
|
162.59M
est: 116.74M (+39.3%)
|
—
est: 115.19M (-100.0%)
|
136.89M
131.89M – 140.73M
+18.8% YoY
|
146.42M
139.04M – 152.24M
+7.0% YoY
|
153.35M
153.35M – 153.35M
+4.7% YoY
|
| EPS |
0.76
est: 0.80 (-5.0%)
|
0.62
est: 0.55 (+12.7%)
|
0.61
est: 0.62 (-1.6%)
|
0.77
est: 0.70 (+10.0%)
|
0.92
est: 0.89 (+3.4%)
|
1.10
est: 1.06 (+3.8%)
|
1.24
est: 1.16 (+6.9%)
|
1.27
est: 1.30 (-2.3%)
|
1.03
est: 1.11 (-7.2%)
|
0.94
est: 0.78 (+20.5%)
|
0.79
est: 0.63 (+25.4%)
|
1.10
est: 0.98 (+12.2%)
|
1.41
est: 1.28 (+10.2%)
|
1.41
est: 1.42 (-0.7%)
|
1.19
est: 1.28 (-7.0%)
|
1.37
est: 1.24 (+10.5%)
|
1.72
est: 1.67 (+3.2%)
|
1.10
est: 1.06 (+3.3%)
|
2.80
est: 1.24 (+125.0%)
|
2.39
est: 2.30 (+3.9%)
|
2.40
est: 2.31 (+4.1%)
|
2.45
est: 2.49 (-1.5%)
|
3.84
est: 3.29 (+16.8%)
|
3.76
est: 3.65 (+3.0%)
|
1.77
est: 1.00 (+77.5%)
|
0.55
est: 0.67 (-18.0%)
|
-0.24
est: 0.06 (-477.6%)
|
0.92
0.69 – 1.33
+1,344.4% YoY
|
1.94
1.39 – 2.53
+111.1% YoY
|
2.59
2.42 – 2.71
+33.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-29 | TD Cowen | Hold | Hold | Maintain |
| 2026-04-22 | Susquehanna | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-27 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-26 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-22 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-21 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-20 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-19 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-18 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-15 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-14 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-13 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-12 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 4/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 4/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 4/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Clarence L. Werner | 21.04M | 30.40% | 21.04M | 3.1K | 6.04M | — | IN | 4. Citizenship or Place of Organization: | 2020-02-10 | ↗ |
| 2 | (1) BlackRock, Inc. | 8.31M | 13.20% | 8.11M | — | 8.31M | — | HC | Delaware | 2023-01-24 | ↗ |
| 3 | 04-2683227 | 7.67M | 10.71% | — | 5.27M | — | — | IA | Massachusetts | 2007-11-13 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 5.55M | 8.30% | — | 61.2K | 5.44M | 115.6K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 5 | GREGORY L. WERNER | 5.29M | 7.60% | 5.04M | 250.0K | 5.04M | 250.0K | IN | United States of America | 2020-05-08 | ↗ |
| 6 | (. | 5.28M | 7.41% | 5.17M | — | 5.28M | — | IA | Delaware Limited Partnership | 2019-02-08 | ↗ |
| 7 | GARY L. WERNER | 4.46M | 6.40% | 3.23M | 1.23M | 3.23M | 1.23M | IN | United States of America | 2020-05-04 | ↗ |
| 8 | 56-1557450 | 4.20M | 5.80% | 3.48M | — | 4.20M | — | IA | North Carolina | 2014-02-04 | ↗ |
| 9 | NUANCE INVESTMENTS, LLC | 3.94M | 6.38% | 3.94M | — | 3.94M | — | IA | 4900 MAIN STREET, SUITE 220 KANSAS CITY, MO 64112 | 2024-11-08 | ↗ |
| 10 | BlackRock for purposes of Schedule 13G filings. | 3.83M | 5.34% | 3.83M | — | 3.83M | — | HC | Delaware | 2010-01-29 | ↗ |
| 11 | 30-0447847 | 3.65M | 5.50% | 3.55M | — | 3.65M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 12 | 2. | 3.43M | 5.43% | 3.41M | — | — | 13.00 | IA | New York | 2023-02-02 | ↗ |
| 13 | Macquarie Group Limited | 3.41M | 5.09% | — | — | — | — | HC | — | 2022-02-11 | ↗ |
| 14 | Macquarie Investment Management Business Trust | 3.41M | 5.09% | 3.39M | — | 3.39M | — | IA | — | 2022-02-11 | ↗ |
| 15 | Macquarie Management Holdings Inc | 3.41M | 5.09% | 3.39M | — | 3.39M | — | HC | — | 2022-02-11 | ↗ |
| 16 | Macquarie Investment Management Group Limited | 1.3K | 0.00% | 1.3K | — | 1.3K | — | CO | — | 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. | 1.66M +1.7M (+100.0%) | 49.87B +49.9B (+100.0%) | 2.74% +2.742 pp | 0.08% +0.075 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 2 | — | 447.2K +447.2K (+100.0%) | 13.42B +13.4B (+100.0%) | 0.74% +0.738 pp | 4.50% +4.500 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 3 | BLACKROCK, INC. | 8.95M +336.4K (+3.9%) | 268.50M +41.9M (+18.5%) | 14.76% +0.769 pp | 0.00% +0.001 pp | USD38.19 -21.4% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 6.51M +90.5K (+1.4%) | 195.49M +26.4M (+15.6%) | 10.75% +0.309 pp | 0.00% +0.000 pp | USD41.38 -27.5% | 84 qtrs — |
| 5 | FMR LLC | 3.95M +543.0K (+16.0%) | 118.45M +28.9M (+32.2%) | 6.60% +1.063 pp | 0.01% +0.001 pp | USD27.43 +9.4% | 30 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 3.65M -145.2K (-3.8%) | 109.42M +9.6M (+9.7%) | 6.09% -0.069 pp | 0.02% +0.002 pp | USD27.15 +10.5% | 51 qtrs — |
| 7 | VICTORY CAPITAL MANAGEMENT INC | 2.80M -260.2K (-8.5%) | 83.89M +3.5M (+4.3%) | 4.67% -0.295 pp | 0.05% +0.000 pp | USD37.90 -20.8% | 50 qtrs — |
| 8 | DEPRINCE RACE & ZOLLO INC | 2.75M +120.3K (+4.6%) | 82.53M +13.3M (+19.2%) | 4.51% +0.233 pp | 1.58% +0.191 pp | USD36.24 -17.2% | 10 qtrs — |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 2.51M +2.2M (+605.3%) | 75.34M +66.0M (+704.2%) | 4.19% +3.616 pp | 0.01% +0.012 pp | USD29.63 +1.3% | 5 qtrs — |
| 10 | STATE STREET CORP | 2.49M +22.1K (+0.9%) | 74.74M +9.8M (+15.0%) | 4.11% +0.098 pp | 0.00% +0.000 pp | USD33.72 -11.0% | 51 qtrs — |
| 11 | AMERICAN CENTURY COMPANIES INC | 2.44M +36.5K (+1.5%) | 73.25M +10.0M (+15.8%) | 4.08% +0.171 pp | 0.04% +0.005 pp | USD37.49 -20.0% | 32 qtrs — |
| 12 | NUANCE INVESTMENTS, LLC | 1.95M -8.9K (-0.5%) | 58.49M +7.0M (+13.5%) | 3.22% +0.034 pp | 6.44% +1.198 pp | USD39.86 -24.7% | 29 qtrs — |
| 13 | INVESCO LTD. | 1.67M +1.4M (+539.7%) | 50.14M +43.3M (+629.4%) | 2.76% +2.332 pp | 0.01% +0.007 pp | USD31.47 -4.6% | 57 qtrs — |
| 14 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.61M -278.9K (-14.8%) | 49.32M +224.6K (+0.5%) | 2.66% -0.413 pp | 0.08% +0.001 pp | USD41.93 -28.4% | 17 qtrs — |
| 15 | GEODE CAPITAL MANAGEMENT, LLC | 1.48M +22.1K (+1.5%) | 44.46M +6.1M (+15.8%) | 2.44% +0.073 pp | 0.00% +0.000 pp | USD37.30 -19.5% | 78 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.40M +202.8K (+17.0%) | 41.89M +10.5M (+33.4%) | 2.30% +0.364 pp | 0.01% +0.002 pp | USD31.41 -4.5% | 100 qtrs — |
| 17 | BALYASNY ASSET MANAGEMENT L.P. | 1.30M +1.1M (+572.4%) | 38.92M +33.8M (+666.7%) | 2.17% +1.854 pp | 0.05% +0.043 pp | USD29.62 +1.3% | 15 qtrs — |
| 18 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.14M +1.1M (+100.0%) | 34.20M +34.2M (+100.0%) | 1.87% +1.868 pp | 0.33% +0.334 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 19 | ALLIANZ ASSET MANAGEMENT GMBH | 814.5K +240.6K (+41.9%) | 24.44M +9.3M (+61.8%) | 1.34% +0.411 pp | 0.02% +0.008 pp | USD30.86 -2.8% | 32 qtrs — |
| 20 | MAPLE ROCK CAPITAL PARTNERS INC. | 793.5K +793.5K (+100.0%) | 23.81M +23.8M (+100.0%) | 1.33% +1.326 pp | 0.79% +0.787 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 21 | AMERIPRISE FINANCIAL INC | 720.1K +57.0K (+8.6%) | 21.61M +4.2M (+23.8%) | 1.20% +0.126 pp | 0.00% +0.001 pp | USD35.09 -14.5% | 55 qtrs — |
| 22 | RUSSELL INVESTMENTS GROUP, LTD. | 669.4K +37.0K (+5.9%) | 20.09M +3.4M (+20.7%) | 1.12% +0.091 pp | 0.02% +0.003 pp | USD33.96 -11.6% | 37 qtrs — |
| 23 | MORGAN STANLEY | 621.4K -15.2K (-2.4%) | 18.65M +1.9M (+11.3%) | 1.03% -0.009 pp | 0.00% +0.000 pp | USD38.65 -22.4% | 51 qtrs — |
| 24 | BANK OF AMERICA CORP /DE/ | 599.2K -137.6K (-18.7%) | 17.98M -1.4M (-7.3%) | 0.99% -0.209 pp | 0.00% +0.000 pp | USD35.25 -14.9% | 52 qtrs — |
| 25 | NORTHERN TRUST CORP | 588.5K -16.9K (-2.8%) | 17.66M +1.7M (+10.8%) | 0.98% -0.001 pp | 0.00% +0.000 pp | USD31.86 -5.8% | 51 qtrs — |
| 26 | UBS GROUP AG | 578.8K +372.6K (+180.8%) | 17.37M +11.9M (+220.1%) | 0.95% +0.620 pp | 0.00% +0.002 pp | USD29.93 +0.3% | 45 qtrs — |
| 27 | TWO SIGMA INVESTMENTS, LP | 476.6K +137.0K (+40.3%) | 14.30M +5.4M (+60.0%) | 0.79% +0.235 pp | 0.02% +0.007 pp | USD30.25 -0.8% | 18 qtrs — |
| 28 | MILLENNIUM MANAGEMENT LLC | 442.4K +326.3K (+280.9%) | 13.28M +10.2M (+334.3%) | 0.73% +0.541 pp | 0.01% +0.004 pp | USD29.99 +0.1% | 35 qtrs — |
| 29 | GOLDMAN SACHS GROUP INC | 410.0K +229.2K (+126.7%) | 12.30M +7.5M (+158.5%) | 0.68% +0.383 pp | 0.00% +0.001 pp | USD34.12 -12.0% | 73 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 392.5K -184.9K (-32.0%) | 11.78M -3.4M (-22.5%) | 0.65% -0.291 pp | 0.00% -0.001 pp | USD33.44 -10.3% | 66 qtrs — |
| 31 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 356.1K +135.0 (+0.0%) | 10.69M +1.3M (+14.1%) | 0.59% +0.009 pp | 0.22% +0.024 pp | USD28.80 +4.2% | 4 qtrs — |
| 32 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 324.2K +45.8K (+16.5%) | 9.73M +2.4M (+32.8%) | 0.54% +0.089 pp | 0.01% +0.001 pp | USD28.09 +6.8% | 4 qtrs — |
| 33 | JACOBS LEVY EQUITY MANAGEMENT, INC | 309.6K -80.5K (-20.6%) | 9.29M -975.3K (-9.5%) | 0.52% -0.117 pp | 0.04% -0.005 pp | USD29.67 +1.1% | 7 qtrs — |
| 34 | NEW YORK STATE COMMON RETIREMENT FUND | 289.3K +1.6K (+0.6%) | 8.68M +1.1M (+14.7%) | 0.48% +0.010 pp | 0.01% +0.002 pp | USD34.22 -12.3% | 92 qtrs — |
| 35 | PRINCIPAL FINANCIAL GROUP INC | 285.3K -3.5K (-1.2%) | 8.56M +960.9K (+12.6%) | 0.47% -0.002 pp | 0.00% +0.001 pp | USD33.59 -10.7% | 81 qtrs — |
| 36 | JPMORGAN CHASE & CO | 239.2K +139.7K (+140.3%) | 7.18M +4.6M (+174.0%) | 0.39% +0.233 pp | 0.00% +0.000 pp | USD31.67 -5.2% | 45 qtrs — |
| 37 | PINNACLE ASSOCIATES LTD | 236.9K -11.5K (-4.6%) | 7.11M +572.1K (+8.8%) | 0.39% -0.015 pp | 0.09% +0.005 pp | USD39.82 -24.6% | 31 qtrs — |
| 38 | EMPOWERED FUNDS, LLC | 218.7K +13.8K (+6.8%) | 6.56M +1.2M (+21.7%) | 0.36% +0.028 pp | 0.05% -0.002 pp | USD28.96 +3.6% | 4 qtrs — |
| 39 | NATIXIS ADVISORS, L.P. | 212.3K +212.3K (+100.0%) | 6.37M +6.4M (+100.0%) | 0.35% +0.350 pp | 0.01% +0.009 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 40 | JANE STREET GROUP, LLC | 207.8K +71.7K (+52.6%) | 6.24M +2.7M (+74.0%) | 0.34% +0.122 pp | 0.00% +0.000 pp | USD28.88 +3.9% | 30 qtrs — |
| 41 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 207.6K +— (+0.0%) | 6.23M +765.9K (+14.0%) | 0.35% +0.010 pp | 0.04% +0.007 pp | USD38.80 -22.7% | 15 qtrs — |
| 42 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 207.4K -26.0K (-11.1%) | 6.22M +81.7K (+1.3%) | 0.35% -0.033 pp | 0.02% -0.002 pp | USD32.98 -9.0% | 7 qtrs — |
| 43 | THRIVENT FINANCIAL FOR LUTHERANS | 205.7K +30.8K (+17.6%) | 6.17M +1.6M (+34.1%) | 0.34% +0.053 pp | 0.01% +0.002 pp | USD38.06 -21.2% | 37 qtrs — |
| 44 | KENNEDY CAPITAL MANAGEMENT LLC | 203.8K -59.0 (0.0%) | 6.12M +750.6K (+14.0%) | 0.34% +0.009 pp | 0.13% +0.011 pp | USD27.88 +7.6% | 47 qtrs — |
| 45 | VESTCOR INC | 185.5K -6.4K (-3.3%) | 5.57M +516.0K (+10.2%) | 0.31% -0.006 pp | 0.16% +0.008 pp | USD30.09 -0.3% | 23 qtrs — |
| 46 | VERITION FUND MANAGEMENT LLC | 182.8K +115.1K (+169.9%) | 5.49M +3.7M (+207.8%) | 0.30% +0.192 pp | 0.02% +0.014 pp | USD29.98 +0.1% | 11 qtrs — |
| 47 | RHUMBLINE ADVISERS | 172.9K -7.0K (-3.9%) | 5.19M +454.4K (+9.6%) | 0.29% -0.007 pp | 0.00% +0.000 pp | USD34.19 -12.2% | 55 qtrs — |
| 48 | CLEARLINE CAPITAL LP | 164.4K +18.0K (+12.3%) | 4.93M +1.1M (+28.0%) | 0.27% +0.033 pp | 0.24% +0.067 pp | USD27.65 +8.5% | 3 qtrs — |
| 49 | LEGAL & GENERAL GROUP PLC | 157.4K -9.0K (-5.4%) | 4.72M +343.6K (+7.8%) | 0.26% -0.011 pp | 0.00% +0.000 pp | USD35.89 -16.4% | 60 qtrs — |
| 50 | RAYMOND JAMES FINANCIAL INC | 150.2K -19.3K (-11.4%) | 4.51M +47.3K (+1.1%) | 0.25% -0.024 pp | 0.00% +0.000 pp | USD31.31 -4.2% | 5 qtrs — |
| 51 | TWO SIGMA ADVISERS, LP | 142.1K -53.0K (-27.2%) | 4.26M -870.6K (-17.0%) | 0.23% -0.083 pp | 0.01% -0.002 pp | USD35.05 -14.4% | 9 qtrs — |
| 52 | ROYCE & ASSOCIATES LP | 136.0K +136.0K (+100.0%) | 4.08M +4.1M (+100.0%) | 0.22% +0.224 pp | 0.04% +0.041 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 53 | SEI INVESTMENTS CO | 135.7K +82.7K (+156.2%) | 4.07M +2.7M (+192.1%) | 0.22% +0.138 pp | 0.00% +0.003 pp | USD32.55 -7.8% | 40 qtrs — |
| 54 | FIRST TRUST ADVISORS LP | 131.5K -2.9M (-95.7%) | 3.95M -76.6M (-95.1%) | 0.22% -4.752 pp | 0.00% -0.057 pp | USD32.79 -8.5% | 51 qtrs — |
| 55 | NUVEEN, LLC | 123.9K +— (+0.0%) | 3.72M +457.3K (+14.0%) | 0.20% +0.003 pp | 0.00% +0.000 pp | USD29.30 +2.4% | 4 qtrs — |
| 56 | SWISS NATIONAL BANK | 118.0K -1.7K (-1.4%) | 3.54M +390.7K (+12.4%) | 0.19% +0.000 pp | 0.00% +0.000 pp | USD34.24 -12.4% | 51 qtrs — |
| 57 | UBS ASSET MANAGEMENT AMERICAS INC | 117.0K +5.8K (+5.2%) | 3.51M +584.4K (+20.0%) | 0.20% +0.015 pp | 0.00% +0.000 pp | USD33.69 -10.9% | 81 qtrs — |
| 58 | CREATIVE PLANNING | 104.8K +13.8K (+15.1%) | 3.15M +749.1K (+31.3%) | 0.18% +0.027 pp | 0.00% +0.000 pp | USD33.12 -9.4% | 57 qtrs — |
| 59 | D. E. SHAW & CO., INC. | 99.5K +99.5K (+100.0%) | 2.98M +3.0M (+100.0%) | 0.17% +0.166 pp | 0.00% +0.002 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 60 | NORGES BANK | 99.1K +99.1K (+100.0%) | 2.97M +3.0M (+100.0%) | 0.16% +0.164 pp | 0.00% +0.000 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 61 | BARCLAYS PLC | 95.6K -339.8K (-78.0%) | 2.87M -13.9M (-82.9%) | 0.16% -0.550 pp | 0.00% -0.004 pp | USD36.78 -18.4% | 51 qtrs — |
| 62 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 95.6K -19.7K (-17.1%) | 2.87M -166.2K (-5.5%) | 0.16% -0.030 pp | 0.01% -0.002 pp | USD33.30 -9.9% | 6 qtrs — |
| 63 | STATE OF NEW JERSEY COMMON PENSION FUND D | 90.8K +15.1K (+20.0%) | 2.72M +732.6K (+36.8%) | 0.15% +0.026 pp | 0.01% +0.003 pp | USD37.67 -20.3% | 12 qtrs — |
| 64 | CAMPBELL & CO INVESTMENT ADVISER LLC | 85.2K +85.2K (+100.0%) | 2.56M +2.6M (+100.0%) | 0.14% +0.142 pp | 0.12% +0.123 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 65 | ROWLAND & CO INVESTMENT COUNSEL/ADV | 84.7K -7.2K (-7.9%) | 2.54M +121.7K (+5.0%) | 0.14% -0.010 pp | 0.49% +0.015 pp | USD30.16 -0.5% | 45 qtrs — |
| 66 | HOLOCENE ADVISORS, LP | 81.7K -20.7K (-20.2%) | 2.45M -242.6K (-9.0%) | 0.13% -0.032 pp | 0.01% -0.001 pp | USD35.80 -16.2% | 10 qtrs — |
| 67 | DEAN INVESTMENT ASSOCIATES, LLC | 79.8K +18.8K (+30.7%) | 2.40M +788.1K (+49.0%) | 0.13% +0.033 pp | 0.34% +0.117 pp | USD37.61 -20.2% | 20 qtrs — |
| 68 | SG AMERICAS SECURITIES, LLC | 79.8K +28.8K (+56.4%) | 2.40M +1.1M (+78.3%) | 0.13% +0.048 pp | 0.00% -0.002 pp | USD28.57 +5.0% | 6 qtrs — |
| 69 | STIFEL FINANCIAL CORP | 78.6K +846.0 (+1.1%) | 2.36M +312.2K (+15.3%) | 0.13% +0.003 pp | 0.00% +0.000 pp | USD36.08 -16.8% | 33 qtrs — |
| 70 | MARINER, LLC | 75.7K -7.9K (-9.4%) | 2.27M +71.6K (+3.3%) | 0.13% -0.011 pp | 0.00% 0.000 pp | USD37.35 -19.7% | 9 qtrs — |
| 71 | WELLS FARGO & COMPANY/MN | 74.1K +24.7K (+50.0%) | 2.22M +923.3K (+71.0%) | 0.12% +0.042 pp | 0.00% +0.000 pp | USD35.33 -15.1% | 57 qtrs — |
| 72 | MEROS INVESTMENT MANAGEMENT, LP | 73.6K +73.6K (+100.0%) | 2.21M +2.2M (+100.0%) | 0.12% +0.123 pp | 0.88% +0.876 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 73 | PRICE T ROWE ASSOCIATES INC /MD/ | 67.8K +8.9K (+15.1%) | 2.04M +484.0K (+31.2%) | 0.11% +0.016 pp | 0.00% +0.000 pp | USD35.43 -15.3% | 75 qtrs — |
| 74 | CITADEL ADVISORS LLC | 66.5K +66.5K (+100.0%) | 1.99M +2.0M (+100.0%) | 0.11% +0.110 pp | 0.00% +0.000 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 75 | ALLIANCEBERNSTEIN L.P. | 58.5K -5.5K (-8.6%) | 1.75M +70.5K (+4.2%) | 0.10% -0.008 pp | 0.00% +0.000 pp | USD37.67 -20.3% | 61 qtrs — |
| 76 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 57.9K -1.4K (-2.3%) | 1.74M +177.0K (+11.3%) | 0.09% -0.001 pp | 0.00% +0.000 pp | USD29.90 +0.4% | 51 qtrs — |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 57.0K -56.0 (-0.1%) | 1.71M +208.7K (+13.9%) | 0.10% +0.003 pp | 0.00% +0.000 pp | USD29.73 +0.9% | 52 qtrs — |
| 78 | PRUDENTIAL FINANCIAL INC | 56.9K -3.9K (-6.4%) | 1.71M +106.9K (+6.7%) | 0.09% -0.005 pp | 0.00% +0.000 pp | USD35.55 -15.6% | 85 qtrs — |
| 79 | DEAN CAPITAL MANAGEMENT | 54.3K +3.9K (+7.8%) | 1.63M +303.8K (+22.9%) | 0.09% +0.008 pp | 0.69% +0.177 pp | USD36.86 -18.6% | 20 qtrs — |
| 80 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 52.7K -8.8K (-14.3%) | 1.58M -31.0K (-1.9%) | 0.09% -0.012 pp | 0.00% +0.000 pp | USD38.08 -21.2% | 49 qtrs — |
| 81 | DEUTSCHE BANK AG\ | 49.4K +1.9K (+4.1%) | 1.48M +233.2K (+18.7%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD37.28 -19.5% | 50 qtrs — |
| 82 | NATIXIS | 49.3K +49.3K (+100.0%) | 1.48M +1.5M (+100.0%) | 0.08% +0.081 pp | 0.01% +0.005 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 83 | AQR CAPITAL MANAGEMENT LLC | 46.0K -42.0 (-0.1%) | 1.38M +168.6K (+13.9%) | 0.08% +0.002 pp | 0.00% 0.000 pp | USD29.78 +0.8% | 81 qtrs — |
| 84 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 35.5K +35.5K (+100.0%) | 1.06M +1.1M (+100.0%) | 0.06% +0.059 pp | 0.01% +0.008 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 85 | METLIFE INVESTMENT MANAGEMENT, LLC | 32.9K -692.0 (-2.1%) | 986.0K +103.0K (+11.7%) | 0.05% +0.000 pp | 0.00% +0.001 pp | USD39.96 -24.9% | 33 qtrs — |
| 86 | HANDELSBANKEN FONDER AB | 31.3K -2.6K (-7.7%) | 940.0K +47.0K (+5.3%) | 0.05% -0.003 pp | 0.00% +0.000 pp | USD34.78 -13.7% | 23 qtrs — |
| 87 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 30.5K +336.0 (+1.1%) | 914.0K +122.0K (+15.4%) | 0.05% +0.001 pp | 0.01% +0.002 pp | USD35.28 -14.9% | 26 qtrs — |
| 88 | LAURION CAPITAL MANAGEMENT LP | 28.9K +28.9K (+100.0%) | 868.1K +868.1K (+100.0%) | 0.05% +0.048 pp | 0.03% +0.032 pp | USD30.01 +0.0% | 1 qtrs NEW |
| 89 | LEGATO CAPITAL MANAGEMENT LLC | 28.7K -2.9K (-9.1%) | 859.8K +30.1K (+3.6%) | 0.05% -0.004 pp | 0.07% -0.016 pp | USD36.90 -18.7% | 13 qtrs — |
| 90 | SUMMERHAVEN INVESTMENT MANAGEMENT, LLC | 28.4K +— (+0.0%) | 853.3K +104.9K (+14.0%) | 0.05% +0.000 pp | 0.48% +0.048 pp | USD37.68 -20.4% | 21 qtrs — |
| 91 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 27.8K +898.0 (+3.3%) | 835.6K +126.4K (+17.8%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD35.12 -14.6% | 7 qtrs — |
| 92 | ILLINOIS MUNICIPAL RETIREMENT FUND | 27.6K -5.9K (-17.7%) | 828.9K -54.4K (-6.2%) | 0.05% -0.009 pp | 0.01% -0.001 pp | USD37.66 -20.3% | 6 qtrs — |
| 93 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27.6K -1.0K (-3.5%) | 827.6K +75.3K (+10.0%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD31.17 -3.7% | 51 qtrs — |
| 94 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 27.4K -100.0 (-0.4%) | 822.3K +98.5K (+13.6%) | 0.04% +0.000 pp | 0.01% +0.002 pp | USD34.35 -12.6% | 49 qtrs — |
| 95 | JANUS HENDERSON GROUP PLC | 26.5K +— (+0.0%) | 793.7K +97.3K (+14.0%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD42.48 -29.4% | 18 qtrs — |
| 96 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 26.1K +228.0 (+0.9%) | 782.7K +102.2K (+15.0%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD28.86 +4.0% | 4 qtrs — |
| 97 | CWM, LLC | 24.4K -21.0K (-46.3%) | 731.0K -462.0K (-38.7%) | 0.04% -0.034 pp | 0.00% -0.002 pp | USD45.61 -34.2% | 17 qtrs — |
| 98 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23.9K +6.1K (+34.0%) | 716.2K +247.5K (+52.8%) | 0.04% +0.010 pp | 0.00% +0.000 pp | USD31.36 -4.3% | 31 qtrs — |
| 99 | CITIGROUP INC | 22.9K -5.2K (-18.5%) | 688.2K -52.1K (-7.0%) | 0.04% -0.008 pp | 0.00% +0.000 pp | USD37.96 -20.9% | 36 qtrs — |
| 100 | ENVESTNET ASSET MANAGEMENT INC | 22.3K -5.2K (-19.0%) | 669.2K -55.3K (-7.6%) | 0.04% -0.008 pp | 0.00% +0.000 pp | USD36.93 -18.7% | 45 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Transportation ETF XTN | 2.56% | 10.46M | 0.35% |
| 2 | Invesco S&P SmallCap Industrials ETF PSCI | 0.85% | 1.57M | 0.29% |
| 3 | First Trust RBA American Industrial RenaissanceTM ETF AIRR | 0.81% | 87.16M | 0.69% |
| 4 | Invesco S&P SmallCap 600 Pure Value ETF RZV | 0.71% | 2.01M | 0.35% |
| 5 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.53% | 9.10M | 0.47% |
| 6 | iShares US Small Cap Value Factor ETF SVAL | 0.44% | 879.3K | 0.20% |
| 7 | Franklin U.S. Small Cap Multifactor Index ETF FLQS | 0.41% | 210.9K | 0.35% |
| 8 | Avantis U.S. Small Cap Value ETF AVUV | 0.40% | 116.08M | 0.25% |
| 9 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.35% | 887.6K | 0.12% |
| 10 | iShares U.S. Transportation ETF IYT | 0.32% | 7.57M | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 3,025 | 0.00 | — | 15,963 | D | ↗ |
| 2026-05-12 | Packer Martha Gayle | Director | A-Award | A | Common Stock | 3,025 | 0.00 | — | 6,731 | D | ↗ |
| 2026-05-12 | LIVINGSTONE MICHELLE DYE | Director | A-Award | A | Common Stock | 3,025 | 0.00 | — | 14,154 | D | ↗ |
| 2026-05-12 | HOLMES JACK A | Director | A-Award | A | Common Stock | 3,025 | 0.00 | — | 16,228 | D | ↗ |
| 2026-05-12 | Greene Michelle D. | Director | A-Award | A | Common Stock | 3,025 | 0.00 | — | 10,854 | D | ↗ |
| 2026-05-12 | DUREN DIANE K | Director | A-Award | A | Common Stock | 3,025 | 0.00 | — | 30,007 | D | ↗ |
| 2026-05-12 | Arves Scott C | Director | A-Award | A | Common Stock | 3,025 | 0.00 | — | 17,513 | D | ↗ |
| 2026-05-09 | WIKOFF CHRISTOPHER D | Officer | F-InKind | D | Common Stock | 1,948 | 36.42 | 70.9K | 39,783 | D | ↗ |
| 2026-03-01 | Colson Alan G | Officer | — | — | Common Stock | 0 | 0.00 | — | 2,519 | D | ↗ |
| 2026-02-23 | SCHELBLE JIM S | Officer | F-InKind | D | Common Stock | 581 | 32.80 | 19.1K | 71,433 | D | ↗ |
| 2026-02-23 | Mahon Daragh P | Officer | F-InKind | D | Common Stock | 581 | 32.80 | 19.1K | 41,056 | D | ↗ |
| 2026-02-23 | MEISGEIER NATHAN J | Officer | F-InKind | D | Common Stock | 664 | 32.80 | 21.8K | 79,156 | D | ↗ |
| 2026-02-23 | LEATHERS DEREK J | Director / Officer | F-InKind | D | Common Stock | 5,980 | 32.80 | 196.1K | 300,656 | D | ↗ |
| 2026-02-23 | JOHNSON JAMES LYNN | Officer | F-InKind | D | Common Stock | 664 | 32.80 | 21.8K | 98,228 | D | ↗ |
| 2026-02-23 | DOWNING ERIC J | Officer | F-InKind | D | Common Stock | 581 | 32.80 | 19.1K | 55,365 | D | ↗ |
| 2026-02-23 | CALLAHAN CRAIG T | Officer | F-InKind | D | Common Stock | 581 | 32.80 | 19.1K | 69,200 | D | ↗ |
| 2026-02-20 | DOWNING ERIC J | Officer | S-Sale | D | Common Stock | 1,418 | 34.78 | 49.3K | 55,946 | D | ↗ |
| 2026-02-19 | DOWNING ERIC J | Officer | S-Sale | D | Common Stock | 1,428 | 35.00 | 50.0K | 57,364 | D | ↗ |
| 2026-02-13 | WIKOFF CHRISTOPHER D | Officer | F-InKind | D | Common Stock | 1,179 | 33.21 | 39.2K | 41,731 | D | ↗ |
| 2026-02-13 | Mahon Daragh P | Officer | F-InKind | D | Common Stock | 1,061 | 33.21 | 35.2K | 41,637 | D | ↗ |
| 2026-02-13 | MEISGEIER NATHAN J | Officer | F-InKind | D | Common Stock | 1,415 | 33.21 | 47.0K | 79,820 | D | ↗ |
| 2026-02-13 | LEATHERS DEREK J | Director / Officer | F-InKind | D | Common Stock | 9,911 | 33.21 | 329.1K | 306,636 | D | ↗ |
| 2026-02-13 | JOHNSON JAMES LYNN | Officer | F-InKind | D | Common Stock | 943 | 33.21 | 31.3K | 98,892 | D | ↗ |
| 2026-02-13 | DOWNING ERIC J | Officer | F-InKind | D | Common Stock | 1,179 | 33.21 | 39.2K | 58,792 | D | ↗ |
| 2026-02-13 | CALLAHAN CRAIG T | Officer | F-InKind | D | Common Stock | 943 | 33.21 | 31.3K | 69,781 | D | ↗ |
| 2026-02-12 | WIKOFF CHRISTOPHER D | Officer | A-Award | A | Common Stock | 7,925 | 0.00 | — | 42,910 | D | ↗ |
| 2026-02-12 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 7,133 | 0.00 | — | 42,698 | D | ↗ |
| 2026-02-12 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 9,510 | 0.00 | — | 81,235 | D | ↗ |
| 2026-02-12 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 66,572 | 0.00 | — | 316,547 | D | ↗ |
| 2026-02-12 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 7,925 | 0.00 | — | 59,971 | D | ↗ |
| 2026-02-12 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 6,340 | 0.00 | — | 70,724 | D | ↗ |
| 2026-02-09 | WIKOFF CHRISTOPHER D | Officer | F-InKind | D | Common Stock | 809 | 35.57 | 28.8K | 34,985 | D | ↗ |
| 2026-02-09 | SCHELBLE JIM S | Officer | F-InKind | D | Common Stock | 657 | 35.57 | 23.4K | 72,014 | D | ↗ |
| 2026-02-09 | Mahon Daragh P | Officer | F-InKind | D | Common Stock | 753 | 35.57 | 26.8K | 35,565 | D | ↗ |
| 2026-02-09 | MEISGEIER NATHAN J | Officer | F-InKind | D | Common Stock | 941 | 35.57 | 33.5K | 71,725 | D | ↗ |
| 2026-02-09 | LEATHERS DEREK J | Director / Officer | F-InKind | D | Common Stock | 7,345 | 35.57 | 261.3K | 249,975 | D | ↗ |
| 2026-02-09 | JOHNSON JAMES LYNN | Officer | F-InKind | D | Common Stock | 809 | 35.57 | 28.8K | 99,835 | D | ↗ |
| 2026-02-09 | DOWNING ERIC J | Officer | F-InKind | D | Common Stock | 941 | 35.57 | 33.5K | 52,046 | D | ↗ |
| 2026-02-09 | CALLAHAN CRAIG T | Officer | F-InKind | D | Common Stock | 696 | 35.57 | 24.8K | 64,384 | D | ↗ |
| 2025-10-23 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 67 | 28.83 | 1.9K | 72,671 | D | ↗ |
| 2025-10-23 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 14 | 28.83 | 397.97 | 36,318 | D | ↗ |
| 2025-10-23 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 50 | 28.83 | 1.5K | 72,666 | D | ↗ |
| 2025-10-23 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 87 | 28.83 | 2.5K | 257,320 | D | ↗ |
| 2025-10-23 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 3 | 28.83 | 84.90 | 100,644 | D | ↗ |
| 2025-10-23 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 32 | 28.83 | 923.46 | 52,987 | D | ↗ |
| 2025-10-23 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 26 | 28.83 | 749.82 | 65,080 | D | ↗ |
| 2025-10-03 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 227 | 26.30 | 6.0K | 72,604 | D | ↗ |
| 2025-10-03 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 227 | 26.30 | 6.0K | 36,304 | D | ↗ |
| 2025-10-03 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 227 | 26.30 | 6.0K | 72,615 | D | ↗ |
| 2025-10-03 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 223 | 26.30 | 5.9K | 257,233 | D | ↗ |
| 2025-10-03 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 227 | 26.30 | 6.0K | 100,641 | D | ↗ |
| 2025-10-03 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 227 | 26.30 | 6.0K | 52,955 | D | ↗ |
| 2025-10-03 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 227 | 26.30 | 6.0K | 65,054 | D | ↗ |
| 2025-07-24 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 66 | 28.63 | 1.9K | 72,377 | D | ↗ |
| 2025-07-24 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 13 | 28.63 | 364.37 | 36,076 | D | ↗ |
| 2025-07-24 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 49 | 28.63 | 1.4K | 72,388 | D | ↗ |
| 2025-07-24 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 86 | 28.63 | 2.5K | 257,011 | D | ↗ |
| 2025-07-24 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 2 | 28.63 | 52.83 | 100,414 | D | ↗ |
| 2025-07-24 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 31 | 28.63 | 887.29 | 52,728 | D | ↗ |
| 2025-07-24 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 25 | 28.63 | 714.49 | 64,826 | D | ↗ |
| 2025-07-07 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 176 | 29.14 | 5.1K | 72,311 | D | ↗ |
| 2025-07-07 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 176 | 29.14 | 5.1K | 36,064 | D | ↗ |
| 2025-07-07 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 176 | 29.14 | 5.1K | 72,339 | D | ↗ |
| 2025-07-07 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 172 | 29.14 | 5.0K | 256,925 | D | ↗ |
| 2025-07-07 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 176 | 29.14 | 5.1K | 100,412 | D | ↗ |
| 2025-07-07 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 176 | 29.14 | 5.1K | 52,697 | D | ↗ |
| 2025-07-07 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 176 | 29.14 | 5.1K | 64,802 | D | ↗ |
| 2025-05-13 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 12,938 | D | ↗ |
| 2025-05-13 | Tapio Carmen A | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 15,003 | D | ↗ |
| 2025-05-13 | Packer Martha Gayle | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 3,706 | D | ↗ |
| 2025-05-13 | LIVINGSTONE MICHELLE DYE | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 11,129 | D | ↗ |
| 2025-05-13 | HOLMES JACK A | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 13,203 | D | ↗ |
| 2025-05-13 | Greene Michelle D. | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 7,829 | D | ↗ |
| 2025-05-13 | DUREN DIANE K | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 26,982 | D | ↗ |
| 2025-05-13 | Arves Scott C | Director | A-Award | A | Common Stock | 3,706 | 0.00 | — | 14,488 | D | ↗ |
| 2025-05-09 | WIKOFF CHRISTOPHER D | Officer | F-InKind | D | Common Stock | 2,127 | 26.22 | 55.8K | 35,794 | D | ↗ |
| 2025-05-08 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 73 | 25.48 | 1.9K | 72,135 | D | ↗ |
| 2025-05-08 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 13 | 25.48 | 337.90 | 35,888 | D | ↗ |
| 2025-05-08 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 54 | 25.48 | 1.4K | 72,163 | D | ↗ |
| 2025-05-08 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 95 | 25.48 | 2.4K | 256,752 | D | ↗ |
| 2025-05-08 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 1 | 25.48 | 28.06 | 100,236 | D | ↗ |
| 2025-05-08 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 34 | 25.48 | 857.98 | 52,521 | D | ↗ |
| 2025-05-08 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 27 | 25.48 | 686.11 | 64,626 | D | ↗ |
| 2025-05-07 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 71 | 25.48 | 1.8K | 60,909 | D | ↗ |
| 2025-04-03 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 200 | 29.88 | 6.0K | 72,062 | D | ↗ |
| 2025-04-03 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 200 | 29.88 | 6.0K | 35,875 | D | ↗ |
| 2025-04-03 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 200 | 29.88 | 6.0K | 72,109 | D | ↗ |
| 2025-04-03 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 196 | 29.88 | 5.9K | 256,657 | D | ↗ |
| 2025-04-03 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 200 | 29.88 | 6.0K | 100,235 | D | ↗ |
| 2025-04-03 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 200 | 29.88 | 6.0K | 52,487 | D | ↗ |
| 2025-04-03 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 200 | 29.88 | 6.0K | 64,599 | D | ↗ |
| 2025-04-02 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 199 | 29.88 | 5.9K | 60,838 | D | ↗ |
| 2025-02-23 | SCHELBLE JIM S | Officer | F-InKind | D | Common Stock | 581 | 33.70 | 19.6K | 71,673 | D | ↗ |
| 2025-02-23 | Mahon Daragh P | Officer | F-InKind | D | Common Stock | 581 | 33.70 | 19.6K | 35,527 | D | ↗ |
| 2025-02-23 | MEISGEIER NATHAN J | Officer | F-InKind | D | Common Stock | 421 | 33.70 | 14.2K | 71,732 | D | ↗ |
| 2025-02-23 | LEATHERS DEREK J | Director / Officer | F-InKind | D | Common Stock | 5,980 | 33.70 | 201.5K | 256,257 | D | ↗ |
| 2025-02-23 | JOHNSON JAMES LYNN | Officer | F-InKind | D | Common Stock | 664 | 33.70 | 22.4K | 99,821 | D | ↗ |
| 2025-02-23 | DOWNING ERIC J | Officer | F-InKind | D | Common Stock | 581 | 33.70 | 19.6K | 52,125 | D | ↗ |
| 2025-02-23 | CALLAHAN CRAIG T | Officer | F-InKind | D | Common Stock | 455 | 33.70 | 15.3K | 64,241 | D | ↗ |
| 2025-02-13 | WIKOFF CHRISTOPHER D | Officer | A-Award | A | Common Stock | 7,496 | 0.00 | — | 37,921 | D | ↗ |
| 2025-02-13 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 6,746 | 0.00 | — | 36,108 | D | ↗ |
| 2025-02-13 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 8,995 | 0.00 | — | 72,153 | D | ↗ |
| 2025-02-13 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 62,966 | 0.00 | — | 262,237 | D | ↗ |
| 2025-02-13 | JOHNSON JAMES LYNN | Officer | A-Award | A | Common Stock | 5,997 | 0.00 | — | 100,485 | D | ↗ |
| 2025-02-13 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 7,496 | 0.00 | — | 52,706 | D | ↗ |
| 2025-02-13 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 5,997 | 0.00 | — | 64,696 | D | ↗ |
| 2025-02-09 | WIKOFF CHRISTOPHER D | Officer | F-InKind | D | Common Stock | 833 | 34.44 | 28.7K | 30,425 | D | ↗ |
| 2025-02-09 | SCHELBLE JIM S | Officer | F-InKind | D | Common Stock | 679 | 34.44 | 23.4K | 72,254 | D | ↗ |
| 2025-02-09 | Mahon Daragh P | Officer | F-InKind | D | Common Stock | 775 | 34.44 | 26.7K | 29,362 | D | ↗ |
| 2025-02-09 | MEISGEIER NATHAN J | Officer | F-InKind | D | Common Stock | 614 | 34.44 | 21.1K | 63,158 | D | ↗ |
| 2025-02-09 | LEATHERS DEREK J | Director / Officer | F-InKind | D | Common Stock | 7,568 | 34.44 | 260.6K | 199,271 | D | ↗ |
| 2025-02-09 | JOHNSON JAMES LYNN | Officer | F-InKind | D | Common Stock | 834 | 34.44 | 28.7K | 94,488 | D | ↗ |
| 2025-02-09 | DOWNING ERIC J | Officer | F-InKind | D | Common Stock | 969 | 34.44 | 33.4K | 45,210 | D | ↗ |
| 2025-02-09 | CALLAHAN CRAIG T | Officer | F-InKind | D | Common Stock | 562 | 34.44 | 19.4K | 58,699 | D | ↗ |
| 2025-02-07 | SCHELBLE JIM S | Officer | F-InKind | D | Common Stock | 624 | 34.44 | 21.5K | 72,933 | D | ↗ |
| 2025-02-07 | NORDLUND H MARTY | Officer | F-InKind | D | Common Stock | 695 | 34.44 | 23.9K | 60,451 | D | ↗ |
| 2025-02-07 | Mahon Daragh P | Officer | F-InKind | D | Common Stock | 624 | 34.44 | 21.5K | 30,137 | D | ↗ |
| 2025-02-07 | MEISGEIER NATHAN J | Officer | F-InKind | D | Common Stock | 395 | 34.44 | 13.6K | 63,772 | D | ↗ |
| 2025-02-07 | LEATHERS DEREK J | Director / Officer | F-InKind | D | Common Stock | 5,703 | 34.44 | 196.4K | 206,839 | D | ↗ |
| 2025-02-07 | JOHNSON JAMES LYNN | Officer | F-InKind | D | Common Stock | 624 | 34.44 | 21.5K | 95,322 | D | ↗ |
| 2025-02-07 | DOWNING ERIC J | Officer | F-InKind | D | Common Stock | 463 | 34.44 | 15.9K | 46,179 | D | ↗ |
| 2025-02-07 | CALLAHAN CRAIG T | Officer | F-InKind | D | Common Stock | 489 | 34.44 | 16.8K | 59,261 | D | ↗ |
| 2025-01-16 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 49 | 36.74 | 1.8K | 71,862 | D | ↗ |
| 2025-01-16 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 8 | 36.74 | 289.19 | 35,674 | D | ↗ |
| 2025-01-16 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 36 | 36.74 | 1.3K | 71,909 | D | ↗ |
| 2025-01-16 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 65 | 36.74 | 2.4K | 256,461 | D | ↗ |
| 2025-01-16 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 75 | 36.74 | 2.7K | 100,035 | D | ↗ |
| 2025-01-16 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 22 | 36.74 | 807.28 | 52,287 | D | ↗ |
| 2025-01-16 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 17 | 36.74 | 636.10 | 64,399 | D | ↗ |
| 2025-01-15 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 48 | 36.74 | 1.8K | 61,334 | D | ↗ |
| 2025-01-06 | SCHELBLE JIM S | Officer | P-Purchase | A | Common Stock | 140 | 36.37 | 5.1K | 71,813 | D | ↗ |
| 2025-01-06 | Mahon Daragh P | Officer | P-Purchase | A | Common Stock | 140 | 36.37 | 5.1K | 35,667 | D | ↗ |
| 2025-01-06 | MEISGEIER NATHAN J | Officer | P-Purchase | A | Common Stock | 140 | 36.37 | 5.1K | 71,872 | D | ↗ |
| 2025-01-06 | LEATHERS DEREK J | Director / Officer | P-Purchase | A | Common Stock | 140 | 36.37 | 5.1K | 256,397 | D | ↗ |
| 2025-01-06 | JOHNSON JAMES LYNN | Officer | P-Purchase | A | Common Stock | 140 | 36.37 | 5.1K | 99,961 | D | ↗ |
| 2025-01-06 | DOWNING ERIC J | Officer | P-Purchase | A | Common Stock | 140 | 36.37 | 5.1K | 52,265 | D | ↗ |
| 2025-01-06 | CALLAHAN CRAIG T | Officer | P-Purchase | A | Common Stock | 140 | 36.37 | 5.1K | 64,381 | D | ↗ |
| 2025-01-03 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 140 | 36.37 | 5.1K | 61,286 | D | ↗ |
| 2024-12-18 | NORDLUND H MARTY | Officer | G-Gift | D | Common Stock | 3,891 | 0.00 | — | 61,146 | D | ↗ |
| 2024-12-02 | WIKOFF CHRISTOPHER D | Officer | A-Award | A | Common Stock | 5,081 | 0.00 | — | 31,258 | D | ↗ |
| 2024-12-02 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 10,161 | 0.00 | — | 30,147 | D | ↗ |
| 2024-12-02 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 12,702 | 0.00 | — | 63,443 | D | ↗ |
| 2024-12-02 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 12,702 | 0.00 | — | 45,973 | D | ↗ |
| 2024-12-02 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 10,161 | 0.00 | — | 59,099 | D | ↗ |
| 2024-11-13 | SCHELBLE JIM S | Officer | G-Gift | D | Common Stock | 908 | 0.00 | — | 72,768 | D | ↗ |
| 2024-11-04 | HOLMES JACK A | Director | J-Other | D | Common Stock | 4,412 | 0.00 | — | 9,497 | D | ↗ |
| 2024-10-23 | SCHELBLE JIM S | Officer | A-Award | A | Common Stock | 51 | 37.42 | 1.9K | 74,465 | D | ↗ |
| 2024-10-23 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 46 | 37.42 | 1.7K | 65,037 | D | ↗ |
| 2024-10-23 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 7 | 37.42 | 265.25 | 20,600 | D | ↗ |
| 2024-10-23 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 35 | 37.42 | 1.3K | 51,465 | D | ↗ |
| 2024-10-23 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 63 | 37.42 | 2.3K | 212,542 | D | ↗ |
| 2024-10-23 | JOHNSON JAMES LYNN | Officer | A-Award | A | Common Stock | 72 | 37.42 | 2.7K | 95,946 | D | ↗ |
| 2024-10-23 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 21 | 37.42 | 781.42 | 33,940 | D | ↗ |
| 2024-10-23 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 16 | 37.42 | 610.81 | 49,589 | D | ↗ |
| 2024-10-07 | SCHELBLE JIM S | Officer | A-Award | A | Common Stock | 164 | 36.42 | 6.0K | 74,414 | D | ↗ |
| 2024-10-07 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 164 | 36.42 | 6.0K | 64,991 | D | ↗ |
| 2024-10-07 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 164 | 36.42 | 6.0K | 20,593 | D | ↗ |
| 2024-10-07 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 164 | 36.42 | 6.0K | 51,431 | D | ↗ |
| 2024-10-07 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 161 | 36.42 | 5.9K | 212,480 | D | ↗ |
| 2024-10-07 | JOHNSON JAMES LYNN | Officer | A-Award | A | Common Stock | 164 | 36.42 | 6.0K | 95,873 | D | ↗ |
| 2024-10-07 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 164 | 36.42 | 6.0K | 33,920 | D | ↗ |
| 2024-10-07 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 164 | 36.42 | 6.0K | 49,573 | D | ↗ |
| 2024-07-17 | SCHELBLE JIM S | Officer | A-Award | A | Common Stock | 50 | 37.40 | 1.9K | 74,250 | D | ↗ |
| 2024-07-17 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 46 | 37.40 | 1.7K | 64,827 | D | ↗ |
| 2024-07-17 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 7 | 37.40 | 243.99 | 20,428 | D | ↗ |
| 2024-07-17 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 34 | 37.40 | 1.3K | 51,267 | D | ↗ |
| 2024-07-17 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 62 | 37.40 | 2.3K | 212,319 | D | ↗ |
| 2024-07-17 | JOHNSON JAMES LYNN | Officer | A-Award | A | Common Stock | 72 | 37.40 | 2.7K | 95,709 | D | ↗ |
| 2024-07-17 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 20 | 37.40 | 758.26 | 33,755 | D | ↗ |
| 2024-07-17 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 16 | 37.40 | 588.30 | 49,409 | D | ↗ |
| 2024-07-05 | SCHELBLE JIM S | Officer | A-Award | A | Common Stock | 145 | 35.32 | 5.1K | 74,200 | D | ↗ |
| 2024-07-05 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 145 | 35.32 | 5.1K | 64,781 | D | ↗ |
| 2024-07-05 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 145 | 35.32 | 5.1K | 20,422 | D | ↗ |
| 2024-07-05 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 145 | 35.32 | 5.1K | 51,232 | D | ↗ |
| 2024-07-05 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 142 | 35.32 | 5.0K | 297,831 | D | ↗ |
| 2024-07-05 | JOHNSON JAMES LYNN | Officer | A-Award | A | Common Stock | 145 | 35.32 | 5.1K | 95,638 | D | ↗ |
| 2024-07-05 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 145 | 35.32 | 5.1K | 33,735 | D | ↗ |
| 2024-07-05 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 145 | 35.32 | 5.1K | 49,393 | D | ↗ |
| 2024-05-14 | WELLMAN ALEXI | Director | A-Award | A | Common Stock | 2,739 | 0.00 | — | 9,232 | — | ↗ |
| 2024-05-14 | Tapio Carmen A | Director | A-Award | A | Common Stock | 2,739 | 0.00 | — | 11,297 | — | ↗ |
| 2024-05-14 | LIVINGSTONE MICHELLE DYE | Director | A-Award | A | Common Stock | 2,739 | 0.00 | — | 7,423 | — | ↗ |
| 2024-05-14 | HOLMES JACK A | Director | A-Award | A | Common Stock | 2,739 | 0.00 | — | 13,909 | — | ↗ |
| 2024-05-14 | Greene Michelle D. | Director | A-Award | A | Common Stock | 2,739 | 0.00 | — | 4,123 | — | ↗ |
| 2024-05-14 | DUREN DIANE K | Director | A-Award | A | Common Stock | 2,739 | 0.00 | — | 23,276 | — | ↗ |
| 2024-05-14 | Arves Scott C | Director | A-Award | A | Common Stock | 2,739 | 0.00 | — | 10,782 | — | ↗ |
| 2024-05-09 | WIKOFF CHRISTOPHER D | Officer | F-InKind | D | Common Stock | 2,130 | 36.99 | 78.8K | 26,177 | — | ↗ |
| 2024-05-01 | SCHELBLE JIM S | Officer | A-Award | A | Common Stock | 53 | 34.90 | 1.9K | 74,055 | D | ↗ |
| 2024-05-01 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 49 | 34.90 | 1.7K | 64,636 | D | ↗ |
| 2024-05-01 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 7 | 34.90 | 243.02 | 20,277 | D | ↗ |
| 2024-05-01 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 36 | 34.90 | 1.3K | 51,087 | D | ↗ |
| 2024-05-01 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 66 | 34.90 | 2.3K | 297,689 | D | ↗ |
| 2024-05-01 | JOHNSON JAMES LYNN | Officer | A-Award | A | Common Stock | 76 | 34.90 | 2.7K | 95,493 | D | ↗ |
| 2024-05-01 | DOWNING ERIC J | Officer | A-Award | A | Common Stock | 22 | 34.90 | 755.24 | 33,590 | D | ↗ |
| 2024-05-01 | CALLAHAN CRAIG T | Officer | A-Award | A | Common Stock | 17 | 34.90 | 585.96 | 49,248 | D | ↗ |
| 2024-04-04 | SCHELBLE JIM S | Officer | A-Award | A | Common Stock | 154 | 38.71 | 6.0K | 74,002 | D | ↗ |
| 2024-04-04 | NORDLUND H MARTY | Officer | A-Award | A | Common Stock | 154 | 38.71 | 6.0K | 64,587 | D | ↗ |
| 2024-04-04 | Mahon Daragh P | Officer | A-Award | A | Common Stock | 154 | 38.71 | 6.0K | 20,270 | D | ↗ |
| 2024-04-04 | MEISGEIER NATHAN J | Officer | A-Award | A | Common Stock | 154 | 38.71 | 6.0K | 51,051 | D | ↗ |
| 2024-04-04 | LEATHERS DEREK J | Director / Officer | A-Award | A | Common Stock | 151 | 38.71 | 5.9K | 297,623 | D | ↗ |
| 2024-04-04 | JOHNSON JAMES LYNN | Officer | A-Award | A | Common Stock | 154 | 38.71 | 6.0K | 95,416 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Derek J. Leathers – Chief Executive Officer | 974.1K | 11.12M | — | — | — | — | 12.10M | 0.00% | ↗ |
| 2 | 2025 | Nathan J. Meisgeier – President & Chief Legal Officer | 545.8K | 2.22M | — | — | — | — | 2.77M | 0.00% | ↗ |
| 3 | 2025 | Christopher D. Wikoff – EVP, Treasurer & Chief Financial Officer | 520.0K | 2.00M | — | — | — | — | 2.52M | 0.00% | ↗ |
| 4 | 2025 | Eric J. Downing – EVP & Chief Operating Officer | 472.3K | 1.85M | — | — | — | — | 2.32M | 0.00% | ↗ |
| 5 | 2025 | Daragh P. Mahon – EVP & Chief Information Officer | 438.2K | 1.72M | — | — | — | — | 2.15M | 0.00% | ↗ |
| 6 | 2024 | Derek J. Leathers – Chief Executive Officer | 941.9K | 10.71M | — | — | — | — | 11.65M | 0.00% | ↗ |
| 7 | 2024 | Nathan J. Meisgeier – President & Chief Legal Officer | 511.2K | 3.04M | — | — | — | — | 3.55M | 0.00% | ↗ |
| 8 | 2024 | Eric J. Downing – EVP & Chief Operating Officer | 402.3K | 2.84M | — | — | — | — | 3.24M | 0.00% | ↗ |
| 9 | 2024 | Daragh P. Mahon – EVP & Chief Information Officer | 403.5K | 2.44M | — | — | — | — | 2.84M | 0.00% | ↗ |
| 10 | 2024 | Christopher D. Wikoff – EVP, Treasurer & Chief Financial Officer | 516.2K | 2.31M | — | — | — | — | 2.83M | 0.00% | ↗ |
| 11 | 2023 | Derek J. Leathers – Chief Executive Officer | 917.3K | 9.98M | — | — | — | — | 10.89M | 0.00% | ↗ |
| 12 | 2023 | Christopher D. Wikoff – EVP, Treasurer & Chief Financial Officer | 329.4K | 3.19M | — | — | — | — | 3.52M | 0.00% | ↗ |
| 13 | 2023 | Nathan J. Meisgeier – President & Chief Legal Officer | 421.9K | 1.70M | — | — | — | — | 2.12M | 0.00% | ↗ |
| 14 | 2023 | James L. Johnson – EVP & Chief Accounting Officer | 1.09M | — | — | — | — | — | 1.09M | 0.00% | ↗ |
| 15 | 2023 | Jim S. Schelble – EVP & Chief Administrative Officer | 1.01M | — | — | — | — | — | 1.01M | 0.00% | ↗ |
| 16 | 2023 | John J. Steele – Former EVP, Treasurer & Chief Financial Officer | 648.6K | — | — | — | — | — | 648.6K | 0.00% | ↗ |
| 17 | 2022 | Derek J. Leathers – Chief Executive Officer | 5.46M | — | — | — | — | — | 5.46M | 0.00% | ↗ |
| 18 | 2022 | Derek J. Leathers – President & Chief Executive Officer | 838.5K | — | 3.20M | — | 1.29M | 133.7K | 5.46M | 58.61% | ↗ |
| 19 | 2022 | James L. Johnson – EVP, Chief Accounting Officer & Corporate Secretary | 429.2K | — | 350.0K | — | 390.3K | 11.3K | 1.18M | 29.64% | ↗ |
| 20 | 2022 | James L. Johnson – EVP & Chief Accounting Officer | 1.18M | — | — | — | — | — | 1.18M | 0.00% | ↗ |
| 21 | 2022 | H. Marty Nordlund – SEVP & Chief Operating Officer | 394.2K | — | 350.0K | — | 365.4K | 38.1K | 1.15M | 30.50% | ↗ |
| 22 | 2022 | Jim S. Schelble – EVP & Chief Administrative Officer | 1.11M | — | — | — | — | — | 1.11M | 0.00% | ↗ |
| 23 | 2022 | John J. Steele – Former EVP, Treasurer & Chief Financial Officer | 944.1K | — | — | — | — | — | 944.1K | 0.00% | ↗ |
| 24 | 2022 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 326.9K | — | 350.0K | — | 256.6K | 10.5K | 944.1K | 37.07% | ↗ |
| 25 | 2021 | Derek J. Leathers – President & Chief Executive Officer | 844.2K | — | 2.80M | — | 1.57M | 95.9K | 5.31M | 52.69% | ↗ |
| 26 | 2021 | Derek J. Leathers – Chief Executive Officer | 5.31M | — | — | — | — | — | 5.31M | 0.00% | ↗ |
| 27 | 2021 | H. Marty Nordlund – SEVP & Chief Operating Officer | 406.0K | — | 350.0K | — | 463.5K | 44.2K | 1.26M | 27.70% | ↗ |
| 28 | 2021 | James L. Johnson – EVP, Chief Accounting Officer & Corporate Secretary | 413.1K | — | 300.0K | — | 428.9K | 12.3K | 1.15M | 25.99% | ↗ |
| 29 | 2021 | James L. Johnson – EVP & Chief Accounting Officer | 1.15M | — | — | — | — | — | 1.15M | 0.00% | ↗ |
| 30 | 2021 | Jim S. Schelble – EVP & Chief Administrative Officer | 1.14M | — | — | — | — | — | 1.14M | 0.00% | ↗ |
| 31 | 2021 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 337.1K | — | 300.0K | — | 331.9K | 10.1K | 979.1K | 30.64% | ↗ |
| 32 | 2021 | John J. Steele – Former EVP, Treasurer & Chief Financial Officer | 979.1K | — | — | — | — | — | 979.1K | 0.00% | ↗ |
| 33 | 2020 | Derek J. Leathers – President & Chief Executive Officer | 773.1K | — | 2.80M | — | 1.19M | 43.4K | 4.81M | 58.21% | ↗ |
| 34 | 2020 | Clarence L. Werner – Former Executive Chairman | 95.5K | — | 1.13M | — | 197.1K | 53.5K | 1.47M | 76.47% | ↗ |
| 35 | 2020 | H. Marty Nordlund – SEVP & Chief Operating Officer | 376.4K | — | 450.0K | — | 364.4K | 44.5K | 1.24M | 36.43% | ↗ |
| 36 | 2020 | Jim S. Schelble – EVP & Chief Administrative Officer | 345.2K | — | 400.0K | — | 317.3K | 37.7K | 1.10M | 36.36% | ↗ |
| 37 | 2020 | James L. Johnson – EVP, Chief Accounting Officer & Corporate Secretary | 355.2K | — | 400.0K | — | 317.7K | 10.9K | 1.08M | 36.90% | ↗ |
| 38 | 2020 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 311.6K | — | 400.0K | — | 270.3K | 10.1K | 992.0K | 40.32% | ↗ |
| 39 | 2019 | Derek J. Leathers – President & Chief Executive Officer | 725.0K | — | 2.25M | — | 499.5K | 47.5K | 3.52M | 63.88% | ↗ |
| 40 | 2019 | Clarence L. Werner – Former Executive Chairman | 362.5K | — | 1.13M | — | 249.8K | 50.1K | 1.79M | 62.94% | ↗ |
| 41 | 2019 | Clarence L. Werner – Executive Chairman | 362.5K | — | 1.13M | — | 249.8K | 50.1K | 1.79M | 62.94% | ↗ |
| 42 | 2019 | H. Marty Nordlund – SEVP & Chief Operating Officer | 375.0K | — | 550.0K | — | 163.5K | 46.0K | 1.13M | 48.48% | ↗ |
| 43 | 2019 | Jim S. Schelble – EVP & Chief Administrative Officer | 310.0K | — | 300.0K | — | 123.1K | 39.1K | 772.2K | 38.85% | ↗ |
| 44 | 2019 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 285.0K | — | 300.0K | — | 117.8K | 13.2K | 716.0K | 41.90% | ↗ |
| 45 | 2018 | Derek J. Leathers – President & Chief Executive Officer | 722.1K | — | 2.25M | — | 1.17M | 40.5K | 4.18M | 53.78% | ↗ |
| 46 | 2018 | Clarence L. Werner – Executive Chairman | 333.1K | — | 1.13M | — | 585.4K | 58.0K | 2.10M | 53.53% | ↗ |
| 47 | 2018 | Clarence L. Werner – Former Executive Chairman | 333.1K | — | 1.13M | — | 585.4K | 58.0K | 2.10M | 53.53% | ↗ |
| 48 | 2018 | H. Marty Nordlund – SEVP & Chief Operating Officer | 375.0K | — | 550.0K | — | 415.0K | 43.0K | 1.38M | 39.77% | ↗ |
| 49 | 2018 | Jim S. Schelble – EVP & Chief Administrative Officer | 310.0K | — | 300.0K | — | 300.9K | 37.6K | 948.5K | 31.63% | ↗ |
| 50 | 2018 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 282.7K | — | 300.0K | — | 270.4K | 9.3K | 862.3K | 34.79% | ↗ |
| 51 | 2017 | Derek J. Leathers – President & Chief Executive Officer | 700.0K | — | 1.30M | — | 809.9K | 40.3K | 2.85M | 45.61% | ↗ |
| 52 | 2017 | James L. Johnson – EVP, Chief Accounting Officer & Corporate Secretary | 308.1K | — | 1.26M | — | — | — | 1.57M | 80.33% | ↗ |
| 53 | 2017 | H. Marty Nordlund – SEVP & Chief Operating Officer | 375.0K | — | 500.0K | — | 290.6K | 39.7K | 1.21M | 41.48% | ↗ |
| 54 | 2017 | Jim S. Schelble – EVP & Chief Administrative Officer | 310.0K | — | 250.0K | — | 215.2K | 30.9K | 806.1K | 31.01% | ↗ |
| 55 | 2017 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 264.3K | — | 250.0K | — | 184.0K | 8.3K | 706.5K | 35.38% | ↗ |
| 56 | 2016 | Derek J. Leathers – President & Chief Executive Officer | 526.0K | 550.0K | 3.36M | — | — | — | 4.43M | 75.72% | ↗ |
| 57 | 2016 | Derek J. Leathers – President & CEO | 2.22M | — | — | — | — | — | 2.22M | 0.00% | ↗ |
| 58 | 2016 | H. Marty Nordlund – SEVP & Chief Operating Officer | 307.3K | 200.0K | 1.04M | — | — | — | 1.55M | 67.30% | ↗ |
| 59 | 2016 | Gary L. Werner – Former Vice Chairman | 1.47M | — | — | — | — | — | 1.47M | 0.00% | ↗ |
| 60 | 2016 | Jim S. Schelble – EVP & Chief Administrative Officer | 245.1K | 140.0K | 915.5K | — | — | — | 1.30M | 70.39% | ↗ |
| 61 | 2016 | James L. Johnson – EVP, Chief Accounting Officer & Corporate Secretary | 258.4K | 125.0K | 879.4K | — | — | — | 1.26M | 69.64% | ↗ |
| 62 | 2016 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 245.1K | 115.0K | 847.7K | — | — | — | 1.21M | 70.18% | ↗ |
| 63 | 2016 | H. Marty Nordlund – Senior Executive Vice President & COO | 775.6K | — | — | — | — | — | 775.6K | 0.00% | ↗ |
| 64 | 2016 | James A. Mullen – Former Executive Vice President & General Counsel | 721.4K | — | — | — | — | — | 721.4K | 0.00% | ↗ |
| 65 | 2016 | Jim S. Schelble – Executive Vice President & CAO | 650.3K | — | — | — | — | — | 650.3K | 0.00% | ↗ |
| 66 | 2016 | James L. Johnson – Executive Vice President, CAO & Corporate Secretary | 631.4K | — | — | — | — | — | 631.4K | 0.00% | ↗ |
| 67 | 2016 | John J. Steele – Executive Vice President, Treasurer & CFO | 603.9K | — | — | — | — | — | 603.9K | 0.00% | ↗ |
| 68 | 2016 | Clarence L. Werner – Executive Chairman, former CEO | 12.5K | — | — | — | — | — | 12.5K | 0.00% | ↗ |
| 69 | 2015 | Gregory L. Werner – Former Vice Chairman & Former CEO | 484.6K | — | 1.37M | — | — | 4.05M | 5.90M | 23.18% | ↗ |
| 70 | 2015 | Derek J. Leathers – President & Chief Executive Officer | 519.0K | 320.0K | 3.64M | — | — | — | 4.48M | 81.26% | ↗ |
| 71 | 2015 | Derek J. Leathers – President & COO | 519.0K | 320.0K | 1.37M | — | — | 32.4K | 2.24M | 61.08% | ↗ |
| 72 | 2015 | Derek J. Leathers – President & CEO | 2.24M | — | — | — | — | — | 2.24M | 0.00% | ↗ |
| 73 | 2015 | Gary L. Werner – Vice Chairman | 505.0K | — | 1.60M | — | — | 39.2K | 2.14M | 74.59% | ↗ |
| 74 | 2015 | Gary L. Werner – Former Vice Chairman | 2.14M | — | — | — | — | — | 2.14M | 0.00% | ↗ |
| 75 | 2015 | John J. Steele – EVP, Treasurer & Chief Financial Officer | 235.0K | 115.0K | 935.5K | — | — | — | 1.29M | 72.77% | ↗ |
| 76 | 2015 | James A. Mullen – Executive Vice President and General Counsel | 362.0K | 120.0K | 273.5K | — | — | 16.3K | 771.8K | 35.43% | ↗ |
| 77 | 2015 | James A. Mullen – Former Executive Vice President & General Counsel | 771.8K | — | — | — | — | — | 771.8K | 0.00% | ↗ |
| 78 | 2015 | John J. Steele – Executive Vice President, Treasurer & CFO | 642.8K | — | — | — | — | — | 642.8K | 0.00% | ↗ |
| 79 | 2015 | Clarence L. Werner – Executive Chairman, former CEO | 12.3K | — | — | — | — | — | 12.3K | 0.00% | ↗ |
| 80 | 2015 | Clarence L. Werner – Chairman & CEO | 10.0K | — | — | — | — | 2.3K | 12.3K | 0.00% | ↗ |
| 81 | 2014 | Gregory L. Werner – Vice Chairman & CEO | 720.0K | 350.0K | 1.13M | — | — | 40.0K | 2.24M | 50.39% | ↗ |
| 82 | 2014 | Gregory L. Werner – Former Vice Chairman & Former CEO | 720.0K | 350.0K | 1.13M | — | — | 40.0K | 2.24M | 50.39% | ↗ |
| 83 | 2014 | Derek J. Leathers – President & CEO | 2.01M | — | — | — | — | — | 2.01M | 0.00% | ↗ |
| 84 | 2014 | Derek J. Leathers – President & COO | 519.0K | 320.0K | 1.13M | — | — | 39.5K | 2.01M | 56.21% | ↗ |
| 85 | 2014 | Gary L. Werner – Vice Chairman | 505.0K | 300.0K | 1.13M | — | — | 37.4K | 1.97M | 57.24% | ↗ |
| 86 | 2014 | Gary L. Werner – Former Vice Chairman | 1.97M | — | — | — | — | — | 1.97M | 0.00% | ↗ |
| 87 | 2014 | Gary L. Werner – Chairman | 505.0K | 300.0K | 1.13M | — | — | 37.4K | 1.97M | 57.24% | ↗ |
| 88 | 2014 | James A. Mullen – Former Executive Vice President & General Counsel | 722.0K | — | — | — | — | — | 722.0K | 0.00% | ↗ |
| 89 | 2014 | James A. Mullen – Executive Vice President and General Counsel | 350.0K | 130.0K | 225.5K | — | — | 16.5K | 722.0K | 31.23% | ↗ |
| 90 | 2014 | John J. Steele – Executive Vice President, Treasurer & CFO | 595.9K | — | — | — | — | — | 595.9K | 0.00% | ↗ |
| 91 | 2013 | Gregory L. Werner – Former Vice Chairman & Former CEO | 720.0K | 350.0K | — | — | — | 35.6K | 1.11M | 0.00% | ↗ |
| 92 | 2013 | Gregory L. Werner – Vice Chairman & CEO | 720.0K | 350.0K | — | — | — | 35.6K | 1.11M | 0.00% | ↗ |
| 93 | 2013 | Derek J. Leathers – President & COO | 519.0K | 320.0K | — | — | — | 41.5K | 880.5K | 0.00% | ↗ |
| 94 | 2013 | Gary L. Werner – Chairman | 505.0K | 300.0K | — | — | — | 36.2K | 841.2K | 0.00% | ↗ |
| 95 | 2013 | Gary L. Werner – Vice Chairman | 505.0K | 300.0K | — | — | — | 36.2K | 841.2K | 0.00% | ↗ |
| 96 | 2013 | James A. Mullen – Executive Vice President and General Counsel | 350.0K | 110.0K | — | — | — | 18.3K | 478.3K | 0.00% | ↗ |
| 97 | 2013 | John J. Steele – Executive Vice President, Treasurer & CFO | 235.0K | 115.0K | — | — | — | 21.0K | 371.0K | 0.00% | ↗ |
| 98 | 2012 | Gregory L. Werner – Vice Chairman & CEO | 720.0K | 350.0K | 852.0K | — | — | 30.1K | 1.95M | 43.65% | ↗ |
| 99 | 2012 | Derek J. Leathers – President & COO | 519.0K | 320.0K | 905.6K | — | — | 41.4K | 1.79M | 50.70% | ↗ |
| 100 | 2012 | Gary L. Werner – Chairman | 505.0K | 300.0K | 852.0K | — | — | 30.8K | 1.69M | 50.48% | ↗ |
| 101 | 2012 | James A. Mullen – Executive Vice President and General Counsel | 350.0K | 110.0K | 191.7K | — | — | 15.7K | 667.4K | 28.72% | ↗ |
| 102 | 2012 | John J. Steele – Executive Vice President, Treasurer & CFO | 235.0K | 115.0K | 170.4K | — | — | 17.3K | 537.7K | 31.69% | ↗ |
| 103 | 2011 | Derek J. Leathers – President & COO | 484.4K | 320.0K | 2.74M | — | — | — | 3.55M | 77.33% | ↗ |
| 104 | 2011 | Gregory L. Werner – Vice Chairman & CEO | 720.0K | 350.0K | 2.42M | — | — | — | 3.49M | 69.38% | ↗ |
| 105 | 2011 | Gary L. Werner – Chairman | 453.1K | 300.0K | 2.11M | — | — | — | 2.86M | 73.67% | ↗ |
| 106 | 2011 | James A. Mullen – Executive Vice President and General Counsel | 334.9K | 125.0K | 790.1K | — | — | — | 1.25M | 63.21% | ↗ |
| 107 | 2011 | John J. Steele – Executive Vice President, Treasurer & CFO | 225.0K | 130.0K | 650.6K | — | — | — | 1.01M | 64.70% | ↗ |
| 108 | 2010 | Gregory L. Werner – Vice Chairman & CEO | 720.0K | 350.0K | 619.2K | — | — | 27.6K | 1.72M | 36.07% | ↗ |
| 109 | 2010 | Derek J. Leathers – President & COO | 401.7K | 260.0K | 619.2K | — | — | 39.6K | 1.32M | 46.89% | ↗ |
| 110 | 2010 | Gary L. Werner – Chairman | 355.0K | 230.0K | 619.2K | — | — | 27.6K | 1.23M | 50.27% | ↗ |
| 111 | 2010 | John J. Steele – Executive Vice President, Treasurer & CFO | 210.0K | 110.0K | 103.2K | — | — | 15.5K | 438.7K | 23.53% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Derek J. Leathers | Chairman & Chief Executive Officer | 2M | male |
| Nathan J. Meisgeier | President & Chief Legal Officer | 784.7K | male |
| Christopher D. Wikoff | Executive Vice President, Treasurer & Chief Financial Officer | 758.7K | male |
| James L. Johnson | Executive Vice President of Accounting Administration | 689.5K | male |
| Eric Downing | Executive Vice President & Chief Operating Officer | 662.3K | male |
| Jim S. Schelble | Executive Vice President & Chief Administrative Officer | 660.7K | male |
| Daragh Mahon | Executive Vice President & Chief Information Officer | 627.5K | male |
| Clarence L. Werner | Founder & Chairman Emeritus | 346.1K | male |
| A. Brad Delco | Managing Director | — | male |
| Craig T. Callahan | Executive Vice President & Chief Commercial Officer | — | male |
| Chris C. Neil | Senior Vice President of Pricing & Strategic Initiatives | — | male |
| Chad R. Dittberner | Senior Vice President Van & Expedited Division | — | male |
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for WERN
Short-term intention
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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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