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Winmark Corporation (WINA)
USD387.33
+10.67 (+2.83%)
US NASDAQ Consumer Cyclical Apparel - Footwear & Accessories
Address
605 Highway 169 North 55441
Minneapolis, MN, US
Minneapolis, MN, US
CEO
Brett D. Heffes
Website
winmarkcorporation.com
IPO
1993-08-25
CIK 908315 ISIN US9742501029
Description
Winmark Corporation, founded in 1988 and headquartered in Minneapolis, Minnesota, functions as a franchisor managing retail concepts centered on the buying, selling, trading, and consignment of pre-owned goods. Its business predominantly spans the United States and Canada. The company's activities are organized into two primary divisions: Franchising and Leasing. Within its Franchising segment, Winmark supports various specialized second-hand retail store brands: Plato's Closet provides a marketplace for used clothing and accessories tailored for the teenage and young adult demographic. Once Upon A Child caters to parents by acquiring and selling both new and gently used children's apparel, toys, furniture, and equipment for ages ranging from infancy to twelve years. Play It Again Sports offers new and pre-owned sporting equipment, gear, and accessories suitable for diverse athletic pursuits, including team sports, fitness activities, and winter sports. Style Encore concentrates on women's fashion, facilitating the exchange of previously owned clothing, footwear, and accessories. Music Go Round serves musicians by dealing in new and used musical instruments, audio electronics such as speakers and amplifiers, and associated accessories. In addition to its retail franchising, Winmark also participates in the financial services sector through its equipment leasing division, which focuses on providing financing for technology and other essential business equipment to middle-market companies. As of February 23, 2022, Winmark's extensive network comprised 1,271 franchised store locations. Certain brands also extend their reach through e-commerce platforms, including musicgoround.com, playitagainsports.com, and style-encore.com.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD387.33
+10.67 (+2.83%)
Loading historical data…
Volume Profile
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Liquidity & share structure
Average Volume
54.9K
Beta
0.50
Float Shares
2.76M
Free Float %
77.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.28% | +3.53% | -0.50% | -17.02% | -7.89% | -6.51% | -11.76% | +16.13% | +94.48% | +285.31% | +2,423.80% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
387.33
Low
445.00
+14.9%
Consensus
445.00
+14.9%
Median
445.00
+14.9%
High
445.00
+14.9%
DCF (Unlevered)
206.14
-46.8%
DCF (Levered)
213.99
-44.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
445.00
+14.9%
|
Quality scores
Altman Z-Score
14.97
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Apparel - Footwear & Accessories: +5.0%+5.9% ★ Q1'26: -4.9% (vs Q1'25)
-
EPS growth Apparel - Footwear & Accessories: +5.0%+3.8% Q1'26: -7.7% (vs Q1'25)
-
FCF margin FCF growth · Apparel - Footwear & Accessories: +7.7%+47.6% Q1'26: +56.9% (vs Q1'25)
-
EBIT margin Apparel - Footwear & Accessories: +8.8%+64.6% ★ Q1'26: +54.0% (vs Q1'25)
-
ROIC Apparel - Footwear & Accessories: +7.3%+6,741.8% ★ Q1'26: -915.2% (vs Q1'25)
-
Share dilution Apparel - Footwear & Accessories: +0.0%+0.5% Q1'26: +1.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Apparel - Footwear & Accessories: -0.25×1.14× Q1'26: 1.38× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 1994 actual |
Dec 1995 actual |
Dec 1996 actual |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
83.60M
est: 90.65M (-7.8%)
|
100.20M
est: 118.01M (-15.1%)
|
91.50M
est: 107.26M (-14.7%)
|
88.80M
est: 82.54M (+7.6%)
|
96.40M
est: 100.64M (-4.2%)
|
66.60M
est: 144.31M (-53.9%)
|
41.20M
est: 31.16M (+32.2%)
|
51.34M
est: 35.36M (+45.2%)
|
51.94M
est: 38.90M (+33.5%)
|
55.73M
est: 42.79M (+30.2%)
|
61.18M
est: 47.07M (+30.0%)
|
69.45M
est: 51.78M (+34.1%)
|
66.58M
est: 56.95M (+16.9%)
|
69.75M
est: 62.65M (+11.3%)
|
72.51M
est: 68.91M (+5.2%)
|
73.30M
est: 75.80M (-3.3%)
|
66.06M
est: 83.38M (-20.8%)
|
78.22M
est: 91.72M (-14.7%)
|
81.41M
est: 100.90M (-19.3%)
|
83.24M
est: 110.99M (-25.0%)
|
81.29M
est: 82.00M (-0.9%)
|
86.06M
est: 85.30M (+0.9%)
|
88.67M
88.67M – 88.67M
+4.0% YoY
|
94.21M
94.21M – 94.21M
+6.3% YoY
|
| EBITDA |
3.50M
est: 3.63M (-3.6%)
|
4.80M
est: 5.96M (-19.4%)
|
5.80M
est: 6.93M (-16.3%)
|
9.10M
est: 6.28M (+44.9%)
|
9.10M
est: 14.26M (-36.2%)
|
1.20M
est: -23.36M (+105.1%)
|
19.00M
est: 11.52M (+65.0%)
|
23.97M
est: 13.06M (+83.6%)
|
23.98M
est: 14.37M (+66.9%)
|
30.21M
est: 15.80M (+91.2%)
|
33.47M
est: 17.38M (+92.5%)
|
37.52M
est: 19.12M (+96.2%)
|
38.63M
est: 21.03M (+83.7%)
|
39.16M
est: 23.14M (+69.3%)
|
42.08M
est: 25.45M (+65.3%)
|
43.94M
est: 28.00M (+57.0%)
|
41.11M
est: 30.80M (+33.5%)
|
52.01M
est: 33.88M (+53.5%)
|
54.57M
est: 37.26M (+46.4%)
|
55.52M
est: 40.99M (+35.4%)
|
55.20M
est: 54.77M (+0.8%)
|
56.68M
est: 56.98M (-0.5%)
|
59.23M
59.23M – 59.23M
+4.0% YoY
|
62.93M
62.93M – 62.93M
+6.3% YoY
|
| EBIT |
2.20M
est: 6.41M (-65.7%)
|
3.00M
est: 3.46M (-13.3%)
|
4.00M
est: 4.61M (-13.3%)
|
7.20M
est: 6.61M (+8.9%)
|
7.00M
est: 7.44M (-5.9%)
|
-1.10M
est: -3.48M (+68.3%)
|
18.54M
est: 11.09M (+67.1%)
|
23.49M
est: 12.58M (+86.7%)
|
23.48M
est: 13.84M (+69.6%)
|
29.78M
est: 15.23M (+95.6%)
|
33.06M
est: 16.75M (+97.4%)
|
37.09M
est: 18.42M (+101.3%)
|
38.21M
est: 20.27M (+88.5%)
|
38.81M
est: 22.29M (+74.1%)
|
41.76M
est: 24.52M (+70.3%)
|
43.13M
est: 26.98M (+59.9%)
|
40.21M
est: 29.67M (+35.5%)
|
51.34M
est: 32.64M (+57.3%)
|
53.61M
est: 35.90M (+49.3%)
|
54.45M
est: 39.50M (+37.9%)
|
54.08M
est: 53.81M (+0.5%)
|
55.58M
est: 55.98M (-0.7%)
|
58.19M
58.19M – 58.19M
+4.0% YoY
|
61.83M
61.83M – 61.83M
+6.3% YoY
|
| Net Income |
1.40M
est: 1.41M (-0.4%)
|
2.00M
est: 2.30M (-13.2%)
|
2.60M
est: 2.93M (-11.4%)
|
3.20M
est: 2.84M (+12.6%)
|
7.20M
est: 7.00M (+2.8%)
|
-8.60M
est: -19.12M (+55.0%)
|
10.33M
est: 6.05M (+70.7%)
|
14.10M
est: 6.87M (+105.2%)
|
12.94M
est: 7.56M (+71.2%)
|
18.23M
est: 8.31M (+119.3%)
|
20.07M
est: 9.14M (+119.5%)
|
21.80M
est: 10.06M (+116.7%)
|
22.22M
est: 11.06M (+100.8%)
|
24.57M
est: 12.17M (+101.9%)
|
30.13M
est: 13.39M (+125.0%)
|
32.15M
est: 14.73M (+118.3%)
|
29.82M
est: 16.20M (+84.1%)
|
39.92M
est: 17.82M (+124.0%)
|
39.42M
est: 19.60M (+101.2%)
|
40.18M
est: 21.56M (+86.4%)
|
39.95M
est: 40.32M (-0.9%)
|
41.65M
est: 41.98M (-0.8%)
|
43.78M
43.78M – 43.78M
+4.3% YoY
|
47.47M
47.47M – 47.47M
+8.4% YoY
|
| SGA |
15.90M
est: 17.78M (-10.5%)
|
21.00M
est: 27.22M (-22.9%)
|
23.60M
est: 28.59M (-17.5%)
|
25.00M
est: 21.64M (+15.5%)
|
29.10M
est: 22.88M (+27.2%)
|
28.30M
est: 84.63M (-66.6%)
|
18.62M
est: 15.41M (+20.8%)
|
24.16M
est: 17.42M (+38.7%)
|
20.28M
est: 19.16M (+5.8%)
|
22.20M
est: 21.08M (+5.3%)
|
23.81M
est: 23.18M (+2.7%)
|
24.09M
est: 25.50M (-5.5%)
|
23.84M
est: 28.05M (-15.0%)
|
25.25M
est: 30.86M (-18.2%)
|
26.04M
est: 33.94M (-23.3%)
|
25.75M
est: 37.34M (-31.0%)
|
21.20M
est: 41.07M (-48.4%)
|
22.30M
est: 45.18M (-50.6%)
|
23.16M
est: 49.69M (-53.4%)
|
25.11M
est: 54.66M (-54.1%)
|
24.94M
est: 24.72M (+0.9%)
|
28.36M
est: 25.72M (+10.3%)
|
26.73M
26.73M – 26.73M
+4.0% YoY
|
28.41M
28.41M – 28.41M
+6.3% YoY
|
| EPS |
0.19
est: 0.24 (-20.8%)
|
0.28
est: 0.44 (-36.4%)
|
0.40
est: 0.54 (-25.9%)
|
0.53
est: 0.59 (-9.4%)
|
1.28
est: 0.99 (+29.9%)
|
-1.65
est: 0.90 (-284.4%)
|
2.05
est: 0.89 (+130.3%)
|
2.83
est: 1.00 (+183.0%)
|
2.57
est: 1.11 (+132.6%)
|
3.60
est: 1.22 (+196.3%)
|
3.96
est: 1.35 (+194.4%)
|
4.89
est: 1.48 (+231.5%)
|
5.39
est: 1.63 (+230.7%)
|
6.06
est: 1.79 (+238.5%)
|
7.26
est: 1.98 (+267.6%)
|
8.37
est: 2.18 (+284.8%)
|
8.02
est: 2.40 (+234.2%)
|
10.87
est: 2.64 (+311.7%)
|
11.30
est: 2.91 (+289.0%)
|
11.55
est: 3.20 (+261.5%)
|
11.36
est: 10.94 (+3.8%)
|
11.73
est: 11.39 (+3.0%)
|
11.88
11.88 – 11.88
+4.3% YoY
|
12.88
12.88 – 12.88
+8.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-18 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-15 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-14 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-13 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-12 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-11 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-08 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-07 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-06 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-05 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-04 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-01 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | C+ | 2/5 | 3/5 | 1/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
41.65M
OE per share TTM
11.27
Owner's Yield
3.08%
Maintenance CapEx ratio
0.83%
Maint CapEx / Avg PPE
5.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
229
Total invested
1.39B
Insider transactions (90d)
3
Beneficial owners (>5%)
14
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Prudential Financial, Inc. | 34.61M | 8.10% | 386.2K | — | 386.2K | — | HC | Canada | 2022-02-10 | ↗ |
| 2 | TAX # 742961140 | 846.5K | 16.89% | 5.2K | 841.3K | 5.2K | 841.3K | IA | USA, Texas | 2011-02-14 | ↗ |
| 3 | Ronald G. Olson | 844.2K | 15.70% | 810.9K | 33.3K | 810.9K | 10.00 | IN | U.S.A | 2009-03-20 | ↗ |
| 4 | T. Fleck | 527.6K | 9.40% | 527.6K | — | 527.6K | — | IN | U.S.A. | 2007-12-06 | ↗ |
| 5 | TAX # 46-5301261 | 494.6K | 9.66% | 494.6K | — | 494.6K | — | OO | USA, Texas | 2014-07-10 | ↗ |
| 6 | 85-4328500 | 348.6K | 10.10% | 106.0K | — | 348.6K | — | IA | Maryland | 2022-08-10 | ↗ |
| 7 | Sheldon T. Fleck | 288.5K | 5.70% | 288.5K | — | 288.5K | — | IN | U.S.A. | 1999-02-09 | ↗ |
| 8 | 56-0532129 | 239.0K | 4.32% | — | — | — | — | OO | : | 2008-08-07 | ↗ |
| 9 | (1) BlackRock, Inc. | 210.9K | 5.60% | 206.7K | — | 210.9K | — | HC | Delaware | 2021-02-02 | ↗ |
| 10 | 13-3127734 | 177.2K | 5.08% | 177.2K | — | 177.2K | — | HC | Delaware | 2024-02-13 | ↗ |
| 11 | 26-0385758 | 177.2K | 5.08% | 177.2K | — | 177.2K | — | IA | Delaware | 2024-02-13 | ↗ |
| 12 | John L. Morgan | 67.4K | 1.80% | 67.4K | — | 67.4K | 11.00 | IN | — | 2020-01-17 | ↗ |
| 13 | 58-2255087 | 41.0K | 0.74% | — | — | — | — | EP | : | 2008-08-07 | ↗ |
| 14 | 52-0556948 | 2.4K | 0.00% | 2.4K | — | 2.4K | — | IA | Maryland | 2022-08-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
229
+6 vs prev Q
New positions
46
Closed positions
40
Increased
134
Reduced
66
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | NEUBERGER BERMAN GROUP LLC | 292.8K -17.7K (-5.7%) | 118.58M -36.0M (-23.3%) | 8.24% -0.500 pp | 0.09% -0.025 pp | USD343.59 +17.9% | 12 qtrs — |
| 2 | BLACKROCK, INC. | 264.6K +5.9K (+2.3%) | 107.14M -21.6M (-16.8%) | 7.45% +0.167 pp | 0.00% 0.000 pp | USD384.38 +5.3% | 6 qtrs — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 208.2K -6.7K (-3.1%) | 84.29M -22.7M (-21.2%) | 5.86% -0.190 pp | 0.13% -0.010 pp | USD211.83 +91.2% | 63 qtrs — |
| 4 | VANGUARD GROUP INC | 186.8K +6.2K (+3.5%) | 75.66M -14.2M (-15.8%) | 5.26% +0.176 pp | 0.00% 0.000 pp | USD191.17 +111.8% | 63 qtrs — |
| 5 | ALTRAVUE CAPITAL, LLC | 174.1K -250.0 (-0.1%) | 70.49M -16.3M (-18.8%) | 4.90% -0.007 pp | 5.81% -1.388 pp | USD289.75 +39.8% | 29 qtrs — |
| 6 | FIRST TRUST ADVISORS LP | 152.0K +54.6K (+56.0%) | 61.56M +13.0M (+26.9%) | 4.28% +1.536 pp | 0.04% +0.009 pp | USD428.93 -5.6% | 9 qtrs — |
| 7 | FISHER ASSET MANAGEMENT, LLC | 104.7K -4.7K (-4.3%) | 42.39M -12.1M (-22.2%) | 2.95% -0.133 pp | 0.01% -0.005 pp | USD407.56 -0.6% | 3 qtrs — |
| 8 | PORT CAPITAL LLC | 98.2K +70.0 (+0.1%) | 39.76M -9.1M (-18.6%) | 2.76% +0.002 pp | 1.71% -0.321 pp | USD197.67 +104.9% | 33 qtrs — |
| 9 | JACOBS LEVY EQUITY MANAGEMENT, INC | 96.3K +14.9K (+18.3%) | 39.00M -1.5M (-3.8%) | 2.71% +0.419 pp | 0.15% -0.010 pp | USD460.13 -12.0% | 4 qtrs — |
| 10 | STATE STREET CORP | 83.8K +8.4K (+11.1%) | 33.94M -3.6M (-9.6%) | 2.36% +0.236 pp | 0.00% 0.000 pp | USD244.07 +65.9% | 51 qtrs — |
| 11 | NINE TEN CAPITAL MANAGEMENT LLC | 83.7K -229.0 (-0.3%) | 33.88M -7.9M (-18.9%) | 2.35% -0.006 pp | 10.73% -0.036 pp | USD142.32 +184.5% | 44 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 82.4K +40.7K (+97.6%) | 33.36M +12.6M (+60.8%) | 2.32% +1.145 pp | 0.00% +0.002 pp | USD381.15 +6.2% | 25 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 78.6K +1.4K (+1.8%) | 31.84M -6.6M (-17.2%) | 2.21% +0.039 pp | 0.00% -0.001 pp | USD221.66 +82.7% | 60 qtrs — |
| 14 | ALLIANCEBERNSTEIN L.P. | 78.1K -902.0 (-1.1%) | 31.64M -7.7M (-19.6%) | 2.20% -0.025 pp | 0.01% -0.002 pp | USD381.98 +6.0% | 13 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 70.6K -5.7K (-7.5%) | 28.59M -9.4M (-24.7%) | 1.99% -0.160 pp | 0.01% -0.002 pp | USD80.37 +403.8% | 51 qtrs — |
| 16 | COPELAND CAPITAL MANAGEMENT, LLC | 66.1K -3.5K (-5.0%) | 26.78M -7.9M (-22.7%) | 1.86% -0.098 pp | 0.60% -0.124 pp | USD359.24 +12.7% | 19 qtrs — |
| 17 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 51.8K -18.9K (-26.7%) | 20.97M -14.2M (-40.4%) | 1.46% -0.531 pp | 0.06% -0.032 pp | USD281.26 +44.0% | 22 qtrs — |
| 18 | BESSEMER GROUP INC | 41.3K +7.4K (+21.7%) | 16.72M -167.0K (-1.0%) | 1.16% +0.207 pp | 0.03% 0.000 pp | USD365.69 +10.7% | 11 qtrs — |
| 19 | MAN GROUP PLC | 36.7K +7.2K (+24.2%) | 14.86M +155.8K (+1.1%) | 1.03% +0.201 pp | 0.03% 0.000 pp | USD421.95 -4.0% | 32 qtrs — |
| 20 | NORTHERN TRUST CORP | 33.8K -2.2K (-6.0%) | 13.69M -4.2M (-23.5%) | 0.95% -0.061 pp | 0.00% -0.001 pp | USD210.64 +92.2% | 51 qtrs — |
| 21 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 33.3K -10.4K (-23.7%) | 13.49M -8.2M (-37.9%) | 0.94% -0.292 pp | 0.02% -0.018 pp | USD359.69 +12.6% | 6 qtrs — |
| 22 | SELECT EQUITY GROUP, L.P. | 30.4K -1.1K (-3.4%) | 12.29M -3.3M (-21.4%) | 0.85% -0.030 pp | 0.05% -0.012 pp | USD354.76 +14.1% | 6 qtrs — |
| 23 | SCHWARTZ INVESTMENT COUNSEL INC | 26.6K +— (+0.0%) | 10.77M -2.5M (-18.6%) | 0.75% +0.000 pp | 0.38% -0.068 pp | USD227.69 +77.8% | 14 qtrs — |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24.8K +1.0 (+0.0%) | 10.04M -2.3M (-18.6%) | 0.70% +0.000 pp | 0.00% 0.000 pp | USD188.26 +115.1% | 57 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 23.4K +3.2K (+15.9%) | 9.47M -571.1K (-5.7%) | 0.66% +0.091 pp | 0.00% 0.000 pp | USD212.14 +90.9% | 61 qtrs — |
| 26 | ENVESTNET ASSET MANAGEMENT INC | 21.4K +1.1K (+5.6%) | 8.67M -1.4M (-14.1%) | 0.60% +0.032 pp | 0.00% 0.000 pp | USD358.50 +13.0% | 11 qtrs — |
| 27 | MORGAN STANLEY | 20.1K -9.1K (-31.2%) | 8.14M -6.4M (-44.0%) | 0.57% -0.256 pp | 0.00% 0.000 pp | USD332.68 +21.7% | 50 qtrs — |
| 28 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 19.7K +4.7K (+31.6%) | 7.93M +458.7K (+6.1%) | 0.56% +0.133 pp | 0.01% +0.001 pp | USD340.80 +18.8% | 12 qtrs — |
| 29 | RAYMOND JAMES FINANCIAL INC | 18.8K -4.0K (-17.7%) | 7.62M -3.8M (-33.1%) | 0.53% -0.114 pp | 0.00% -0.001 pp | USD385.44 +5.1% | 5 qtrs — |
| 30 | — | 7.3K +7.3K (+100.0%) | 7.29M +7.3M (+100.0%) | 0.21% +0.205 pp | 0.00% +0.004 pp | USD404.94 +0.0% | 1 qtrs NEW |
| 31 | UBS GROUP AG | 17.2K -17.7K (-50.6%) | 6.98M -10.4M (-59.8%) | 0.49% -0.497 pp | 0.00% -0.002 pp | USD417.72 -3.1% | 45 qtrs — |
| 32 | KENNEDY CAPITAL MANAGEMENT LLC | 16.4K -2.9K (-15.0%) | 6.64M -3.0M (-30.8%) | 0.46% -0.081 pp | 0.14% -0.072 pp | USD335.50 +20.7% | 16 qtrs — |
| 33 | VICTORY CAPITAL MANAGEMENT INC | 16.3K +3.0 (+0.0%) | 6.60M -1.5M (-18.6%) | 0.46% +0.000 pp | 0.00% -0.001 pp | USD388.90 +4.1% | 10 qtrs — |
| 34 | CONGRESS ASSET MANAGEMENT CO /MA | 15.1K +326.0 (+2.2%) | 6.12M -1.2M (-16.9%) | 0.43% +0.009 pp | 0.04% -0.006 pp | USD373.29 +8.5% | 8 qtrs — |
| 35 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 15.0K -1.3K (-8.1%) | 6.09M -2.1M (-25.3%) | 0.42% -0.038 pp | 0.00% -0.002 pp | USD475.82 -14.9% | 26 qtrs — |
| 36 | LEGATO CAPITAL MANAGEMENT LLC | 14.9K +— (+0.0%) | 6.04M -1.4M (-18.6%) | 0.42% +0.000 pp | 0.52% -0.289 pp | USD323.98 +25.0% | 35 qtrs — |
| 37 | NEW YORK STATE COMMON RETIREMENT FUND | 14.7K +— (+0.0%) | 5.97M -1.4M (-18.6%) | 0.41% +0.000 pp | 0.01% -0.002 pp | USD190.55 +112.5% | 43 qtrs — |
| 38 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 14.3K +2.8K (+24.8%) | 5.80M +85.6K (+1.5%) | 0.40% +0.080 pp | 0.39% +0.026 pp | USD383.04 +5.7% | 5 qtrs — |
| 39 | BNP PARIBAS ARBITRAGE, SNC | 13.8K +3.5K (+33.9%) | 5.58M +457.9K (+8.9%) | 0.39% +0.098 pp | 0.00% 0.000 pp | USD398.55 +1.6% | 49 qtrs — |
| 40 | BANK OF AMERICA CORP /DE/ | 12.8K +6.9K (+117.1%) | 5.19M +2.3M (+76.6%) | 0.36% +0.195 pp | 0.00% +0.000 pp | USD355.84 +13.8% | 52 qtrs — |
| 41 | AQR CAPITAL MANAGEMENT LLC | 12.2K +4.4K (+57.4%) | 4.93M +1.1M (+28.1%) | 0.34% +0.125 pp | 0.00% +0.000 pp | USD368.01 +10.0% | 24 qtrs — |
| 42 | APTUS CAPITAL ADVISORS, LLC | 12.0K +12.0K (+100.0%) | 4.85M +4.9M (+100.0%) | 0.34% +0.337 pp | 0.03% +0.035 pp | USD404.94 +0.0% | 1 qtrs NEW |
| 43 | AMERIPRISE FINANCIAL INC | 11.4K -14.0 (-0.1%) | 4.64M -1.1M (-18.7%) | 0.32% 0.000 pp | 0.00% 0.000 pp | USD464.82 -12.9% | 4 qtrs — |
| 44 | CBOE VEST FINANCIAL, LLC | 10.5K +4.5K (+73.0%) | 4.27M +1.2M (+40.7%) | 0.30% +0.125 pp | 0.05% +0.015 pp | USD429.32 -5.7% | 3 qtrs — |
| 45 | LGT FUND MANAGEMENT CO LTD. | 10.3K +825.0 (+8.7%) | 4.16M -699.0K (-14.4%) | 0.29% +0.023 pp | 0.33% -0.064 pp | USD379.80 +6.6% | 3 qtrs — |
| 46 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 9.7K +7.4K (+325.4%) | 3.93M +2.8M (+246.0%) | 0.27% +0.209 pp | 0.06% +0.043 pp | USD415.42 -2.5% | 3 qtrs — |
| 47 | ROYAL BANK OF CANADA | 8.6K -4.1K (-32.3%) | 3.49M -2.8M (-44.9%) | 0.24% -0.116 pp | 0.00% -0.001 pp | USD357.93 +13.1% | 46 qtrs — |
| 48 | NORTHSTAR ASSET MANAGEMENT INC | 8.2K +287.0 (+3.6%) | 3.31M -617.0K (-15.7%) | 0.23% +0.008 pp | 0.86% -0.166 pp | USD371.60 +9.0% | 5 qtrs — |
| 49 | BALYASNY ASSET MANAGEMENT L.P. | 7.9K +4.3K (+121.5%) | 3.20M +1.4M (+80.2%) | 0.22% +0.122 pp | 0.00% +0.002 pp | USD392.60 +3.1% | 11 qtrs — |
| 50 | RHUMBLINE ADVISERS | 7.6K -897.0 (-10.6%) | 3.07M -1.2M (-27.2%) | 0.21% -0.025 pp | 0.00% -0.001 pp | USD270.89 +49.5% | 44 qtrs — |
| 51 | NUVEEN, LLC | 7.1K -163.0 (-2.3%) | 2.86M -736.9K (-20.5%) | 0.20% -0.005 pp | 0.00% 0.000 pp | USD317.87 +27.4% | 4 qtrs — |
| 52 | MAVERICK CAPITAL LTD | 6.9K -3.8K (-35.6%) | 2.81M -2.5M (-47.6%) | 0.20% -0.108 pp | 0.03% -0.042 pp | USD458.72 -11.7% | 3 qtrs — |
| 53 | CITADEL ADVISORS LLC | 6.9K +58.0 (+0.9%) | 2.79M -609.7K (-18.0%) | 0.19% +0.002 pp | 0.00% 0.000 pp | USD376.32 +7.6% | 25 qtrs — |
| 54 | RUSSELL INVESTMENTS GROUP, LTD. | 6.7K +1.1K (+19.0%) | 2.73M -91.0K (-3.2%) | 0.19% +0.030 pp | 0.00% 0.000 pp | USD431.98 -6.3% | 13 qtrs — |
| 55 | DARK FOREST CAPITAL MANAGEMENT LP | 6.7K +5.4K (+427.9%) | 2.70M +2.1M (+329.5%) | 0.19% +0.152 pp | 0.12% +0.105 pp | USD393.26 +3.0% | 12 qtrs — |
| 56 | UBS ASSET MANAGEMENT AMERICAS INC | 6.7K +66.0 (+1.0%) | 2.69M -584.5K (-17.8%) | 0.19% +0.002 pp | 0.00% 0.000 pp | USD354.41 +14.3% | 29 qtrs — |
| 57 | BARCLAYS PLC | 6.4K +374.0 (+6.2%) | 2.61M +285.1K (+12.3%) | 0.18% +0.011 pp | 0.00% +0.000 pp | USD376.70 +7.5% | 38 qtrs — |
| 58 | WELLS FARGO & COMPANY/MN | 6.3K +104.0 (+1.7%) | 2.56M -535.9K (-17.3%) | 0.18% +0.003 pp | 0.00% 0.000 pp | USD230.54 +75.6% | 47 qtrs — |
| 59 | KESTRA ADVISORY SERVICES, LLC | 6.3K +156.0 (+2.6%) | 2.54M -504.4K (-16.6%) | 0.18% +0.004 pp | 0.01% -0.004 pp | USD352.42 +14.9% | 16 qtrs — |
| 60 | SWISS NATIONAL BANK | 6.0K +160.0 (+2.8%) | 2.41M -473.6K (-16.4%) | 0.17% +0.005 pp | 0.00% 0.000 pp | USD156.20 +159.2% | 51 qtrs — |
| 61 | TEACHER RETIREMENT SYSTEM OF TEXAS | 6.0K +1.2K (+26.1%) | 2.41M +61.5K (+2.6%) | 0.17% +0.035 pp | 0.01% -0.001 pp | USD389.58 +3.9% | 5 qtrs — |
| 62 | PROMETHIUM ADVISORS,LLC | 5.9K +99.0 (+1.7%) | 2.40M -500.2K (-17.3%) | 0.17% +0.003 pp | 1.29% -0.369 pp | USD380.36 +6.5% | 5 qtrs — |
| 63 | CREATIVE PLANNING | 5.8K +526.0 (+10.1%) | 2.33M -272.5K (-10.5%) | 0.16% +0.015 pp | 0.00% 0.000 pp | USD279.10 +45.1% | 27 qtrs — |
| 64 | VESTCOR INC | 5.2K +— (+0.0%) | 2.09M -479.0K (-18.7%) | 0.15% +0.000 pp | 0.06% -0.017 pp | USD346.52 +16.9% | 12 qtrs — |
| 65 | COMMONWEALTH EQUITY SERVICES, LLC | 5.1K +120.0 (+2.4%) | 2.07M -413.8K (-16.7%) | 0.14% +0.003 pp | 0.00% -0.001 pp | USD365.73 +10.7% | 8 qtrs — |
| 66 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4.8K +239.0 (+5.3%) | 1.93M -323.8K (-14.4%) | 0.13% +0.007 pp | 0.01% -0.001 pp | USD348.60 +16.2% | 12 qtrs — |
| 67 | MARSHALL WACE, LLP | 4.7K +4.7K (+100.0%) | 1.92M +1.9M (+100.0%) | 0.13% +0.133 pp | 0.00% +0.002 pp | USD404.94 +0.0% | 3 qtrs — |
| 68 | SG AMERICAS SECURITIES, LLC | 4.6K +1.8K (+60.7%) | 1.88M +442.0K (+30.7%) | 0.13% +0.049 pp | 0.00% -0.002 pp | USD432.14 -6.3% | 5 qtrs — |
| 69 | MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 4.4K -113.0 (-2.5%) | 1.79M -466.5K (-20.7%) | 0.12% -0.003 pp | 0.29% -0.063 pp | USD348.31 +16.3% | 12 qtrs — |
| 70 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 4.4K +— (+0.0%) | 1.78M -404.0K (-18.5%) | 0.12% +0.000 pp | 0.01% -0.002 pp | USD348.83 +16.1% | 11 qtrs — |
| 71 | STONEBRIDGE CAPITAL ADVISORS LLC | 4.3K +— (+0.0%) | 1.76M -402.4K (-18.6%) | 0.12% +0.000 pp | 0.12% -0.032 pp | USD195.93 +106.7% | 15 qtrs — |
| 72 | STIFEL FINANCIAL CORP | 4.3K -207.0 (-4.6%) | 1.75M -503.3K (-22.4%) | 0.12% -0.006 pp | 0.00% -0.001 pp | USD361.23 +12.1% | 8 qtrs — |
| 73 | JPMORGAN CHASE & CO | 4.3K +66.0 (+1.6%) | 1.74M -365.9K (-17.4%) | 0.12% +0.002 pp | 0.00% +0.000 pp | USD363.07 +11.5% | 37 qtrs — |
| 74 | ANCHOR CAPITAL ADVISORS LLC | 3.7K +330.0 (+9.7%) | 1.51M -182.2K (-10.8%) | 0.11% +0.009 pp | 0.04% -0.005 pp | USD240.38 +68.5% | 27 qtrs — |
| 75 | SQUAREPOINT OPS LLC | 3.6K +2.1K (+143.9%) | 1.44M +713.9K (+98.4%) | 0.10% +0.059 pp | 0.00% +0.001 pp | USD390.21 +3.8% | 4 qtrs — |
| 76 | SEI INVESTMENTS CO | 3.4K +154.0 (+4.7%) | 1.38M -244.8K (-15.1%) | 0.10% +0.004 pp | 0.00% 0.000 pp | USD370.67 +9.2% | 7 qtrs — |
| 77 | DEUTSCHE BANK AG\ | 3.3K -4.2K (-55.9%) | 1.33M -2.4M (-64.2%) | 0.09% -0.117 pp | 0.00% -0.001 pp | USD329.53 +22.9% | 50 qtrs — |
| 78 | INVESCO LTD. | 3.2K -5.3K (-62.7%) | 1.28M -2.9M (-69.7%) | 0.09% -0.149 pp | 0.00% -0.001 pp | USD378.50 +7.0% | 32 qtrs — |
| 79 | DGS CAPITAL MANAGEMENT, LLC | 3.1K -34.0 (-1.1%) | 1.25M -303.4K (-19.5%) | 0.09% -0.001 pp | 0.21% -0.069 pp | USD288.12 +40.5% | 17 qtrs — |
| 80 | TWO SIGMA ADVISERS, LP | 3.1K +480.0 (+18.5%) | 1.25M -47.0K (-3.6%) | 0.09% +0.014 pp | 0.00% 0.000 pp | USD381.87 +6.0% | 3 qtrs — |
| 81 | LEGAL & GENERAL GROUP PLC | 3.1K -549.0 (-15.1%) | 1.25M -558.7K (-31.0%) | 0.09% -0.016 pp | 0.00% 0.000 pp | USD322.37 +25.6% | 39 qtrs — |
| 82 | POINT72 ASSET MANAGEMENT, L.P. | 2.9K +2.9K (+100.0%) | 1.18M +1.2M (+100.0%) | 0.08% +0.082 pp | 0.00% +0.001 pp | USD404.94 +0.0% | 1 qtrs NEW |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 2.9K +133.0 (+4.8%) | 1.17M -202.8K (-14.7%) | 0.08% +0.004 pp | 0.00% 0.000 pp | USD145.60 +178.1% | 52 qtrs — |
| 84 | THRIVENT FINANCIAL FOR LUTHERANS | 2.8K +— (+0.0%) | 1.12M -257.0K (-18.7%) | 0.08% +0.000 pp | 0.00% -0.001 pp | USD434.74 -6.9% | 3 qtrs — |
| 85 | JANE STREET GROUP, LLC | 2.6K +69.0 (+2.7%) | 1.07M -210.4K (-16.5%) | 0.07% +0.002 pp | 0.00% +0.000 pp | USD495.34 -18.3% | 11 qtrs — |
| 86 | LAURUS INVESTMENT COUNSEL INC. | 2.6K -1.3K (-33.0%) | 1.05M -878.5K (-45.5%) | 0.07% -0.036 pp | 0.86% -0.464 pp | USD198.84 +103.7% | 33 qtrs — |
| 87 | ROUNDVIEW CAPITAL LLC | 2.6K -140.0 (-5.1%) | 1.05M -310.4K (-22.8%) | 0.07% -0.004 pp | 0.06% -0.021 pp | USD377.61 +7.2% | 3 qtrs — |
| 88 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 2.2K +— (+0.0%) | 870.6K -199.6K (-18.6%) | 0.06% +0.000 pp | 0.18% -0.047 pp | USD178.62 +126.7% | 22 qtrs — |
| 89 | FRANKLIN RESOURCES INC | 2.1K +64.0 (+3.2%) | 845.9K -162.1K (-16.1%) | 0.06% +0.002 pp | 0.00% +0.000 pp | USD327.70 +23.6% | 4 qtrs — |
| 90 | MORNINGSTAR INVESTMENT MANAGEMENT LLC | 2.0K +— (+0.0%) | 820.0K -188.0K (-18.7%) | 0.06% +0.000 pp | 0.05% +0.011 pp | USD497.77 -18.6% | 2 qtrs — |
| 91 | LPL FINANCIAL LLC | 2.0K -75.0 (-3.6%) | 816.6K -224.9K (-21.6%) | 0.06% -0.002 pp | 0.00% 0.000 pp | USD323.93 +25.0% | 13 qtrs — |
| 92 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 1.9K +1.5K (+303.7%) | 786.4K +547.0K (+228.4%) | 0.05% +0.041 pp | 0.01% +0.008 pp | USD398.17 +1.7% | 5 qtrs — |
| 93 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1.9K -1.7K (-47.7%) | 754.4K -1.0M (-57.4%) | 0.05% -0.048 pp | 0.00% 0.000 pp | USD383.65 +5.5% | 12 qtrs — |
| 94 | Y-INTERCEPT (HONG KONG) LTD | 1.7K +1.7K (+100.0%) | 704.2K +704.2K (+100.0%) | 0.05% +0.049 pp | 0.02% +0.016 pp | USD404.94 +0.0% | 1 qtrs NEW |
| 95 | METLIFE INVESTMENT MANAGEMENT, LLC | 1.7K +— (+0.0%) | 702.2K -161.0K (-18.6%) | 0.05% +0.000 pp | 0.00% -0.001 pp | USD213.48 +89.7% | 33 qtrs — |
| 96 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.7K +101.0 (+6.2%) | 697.0K -109.0K (-13.5%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD383.61 +5.6% | 10 qtrs — |
| 97 | CWA ASSET MANAGEMENT GROUP, LLC | 1.7K -19.1K (-91.8%) | 691.2K -9.7M (-93.3%) | 0.05% -0.539 pp | 0.02% -0.359 pp | USD384.40 +5.3% | 6 qtrs — |
| 98 | MARTINGALE ASSET MANAGEMENT L P | 1.7K -1.6K (-48.5%) | 688.4K -954.2K (-58.1%) | 0.05% -0.045 pp | 0.02% -0.024 pp | USD196.31 +106.3% | 51 qtrs — |
| 99 | CANNELL CAPITAL LLC | 1.6K +— (+0.0%) | 666.9K -152.9K (-18.6%) | 0.05% +0.000 pp | 0.32% +0.198 pp | USD208.66 +94.1% | 19 qtrs — |
| 100 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1.6K +8.0 (+0.5%) | 664.0K -148.0K (-18.2%) | 0.05% +0.000 pp | 0.00% -0.001 pp | USD353.85 +14.4% | 7 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 127 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Retail ETF XRT | 1.35% | 5.91M | 0.35% |
| 2 | Opus Small Cap Value ETF OSCV | 0.71% | 4.89M | 0.79% |
| 3 | First Trust SMID Cap Rising Dividend Achievers ETF SDVY | 0.56% | 63.66M | 0.58% |
| 4 | Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG | 0.56% | 168.1K | 0.59% |
| 5 | Invesco S&P SmallCap Consumer Discretionary ETF PSCD | 0.45% | 106.4K | 0.29% |
| 6 | First Trust Merger Arbitrage ETF NTRL | 0.45% | 80.3K | 0.95% |
| 7 | Vident U.S. Equity Strategy ETF VUSE | 0.39% | 2.53M | 0.50% |
| 8 | ETC 6 Meridian Low Beta Equity ETF SIXL | 0.35% | 654.7K | 0.47% |
| 9 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.28% | 794.9K | 0.39% |
| 10 | Direxion Daily Retail Bull 3X Shares RETL | 0.28% | 87.3K | 0.96% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.50
Neutral
Ratio by volume
1.59
Bullish
Buys
3
Sells
2
Shares acquired
9.2K
Shares disposed
5.8K
Cash buys
—
Cash sales
—
Net activity
+3,400
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | Hoppe Stephanie S. | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 3,400 | 372.02 | 1.26M | 3,400 | D | ↗ |
| 2026-04-30 | Ishaug Anthony D | Officer | M-Exempt | A | Common Stock | 3,293 | 98.25 | 323.5K | 69,776 | D | ↗ |
| 2026-04-28 | Gaudette Renae M. | Officer | M-Exempt | A | Common Stock | 2,500 | 98.25 | 245.6K | 21,360 | D | ↗ |
| 2026-03-04 | GRASSLE JENELE C | Director | S-Sale | D | Common Stock | 3,900 | 475.80 | 1.86M | 2,500 | D | ↗ |
| 2026-03-03 | Tomlinson Percy C Jr | Director | S-Sale | D | Common Stock | 1,660 | 460.52 | 764.5K | 800 | D | ↗ |
| 2026-02-26 | Tomlinson Percy C Jr | Director | M-Exempt | D | Non-Employee Stock Option (right to buy) | 1,600 | 242.58 | 388.1K | 5,400 | D | ↗ |
| 2026-02-25 | GRASSLE JENELE C | Director | M-Exempt | A | Common Stock | 800 | 134.25 | 107.4K | 3,300 | D | ↗ |
| 2025-12-15 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 256 | 444.54 | 113.8K | 256 | D | ↗ |
| 2025-12-15 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 256 | 444.54 | 113.8K | 256 | D | ↗ |
| 2025-12-15 | SMITH PHILIP IRVING | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 256 | 444.54 | 113.8K | 256 | D | ↗ |
| 2025-12-15 | Ishaug Anthony D | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,712 | 444.54 | 761.1K | 1,712 | D | ↗ |
| 2025-12-15 | Hake Lisa Schurke | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,216 | 444.54 | 540.6K | 1,216 | D | ↗ |
| 2025-12-15 | HEFFES BRETT D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 2,712 | 444.54 | 1.21M | 2,712 | D | ↗ |
| 2025-12-15 | Gaudette Renae M. | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,316 | 444.54 | 585.0K | 1,316 | D | ↗ |
| 2025-12-15 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 256 | 444.54 | 113.8K | 256 | D | ↗ |
| 2025-12-15 | Credendino Keith | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 256 | 444.54 | 113.8K | 256 | D | ↗ |
| 2025-12-15 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 256 | 444.54 | 113.8K | 256 | D | ↗ |
| 2025-12-15 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 256 | 444.54 | 113.8K | 256 | D | ↗ |
| 2025-11-21 | GRASSLE JENELE C | Director | S-Sale | D | Common Stock | 2,400 | 420.87 | 1.01M | 2,500 | D | ↗ |
| 2025-11-19 | GRASSLE JENELE C | Director | M-Exempt | A | Common Stock | 800 | 122.50 | 98.0K | 4,900 | D | ↗ |
| 2025-11-07 | Ishaug Anthony D | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 510 | 195.82 | 99.9K | 3,490 | D | ↗ |
| 2025-11-04 | Tomlinson Percy C Jr | Director | M-Exempt | A | Common Stock | 600 | 197.80 | 118.7K | 800 | D | ↗ |
| 2025-10-24 | Gaudette Renae M. | Officer | S-Sale | D | Common Stock | 100 | 435.62 | 43.6K | 19,960 | D | ↗ |
| 2025-10-22 | Gaudette Renae M. | Officer | M-Exempt | A | Common Stock | 2,500 | 90.99 | 227.5K | 20,060 | D | ↗ |
| 2025-10-01 | Hake Lisa Schurke | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-17 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 216 | 505.33 | 109.2K | 1,285 | D | ↗ |
| 2025-08-27 | HEFFES BRETT D | Director / Officer | M-Exempt | A | Common Stock | 1,390 | 143.87 | 200.0K | 119,371 | D | ↗ |
| 2025-08-26 | HEFFES BRETT D | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 3,305 | 143.87 | 475.5K | 0 | D | ↗ |
| 2025-08-13 | SPRENGER GINA DECARO | Director | P-Purchase | A | Common Stock | 250 | 410.77 | 102.7K | 250 | D | ↗ |
| 2025-08-07 | Credendino Keith | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 3,000 | 393.64 | 1.18M | 3,000 | D | ↗ |
| 2025-07-17 | HEFFES BRETT D | Director / Officer | W-Will | A | Common Stock | 53 | 0.00 | — | 338 | I | ↗ |
| 2025-06-01 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 280 | 424.82 | 118.9K | 280 | D | ↗ |
| 2025-06-01 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 280 | 424.82 | 118.9K | 280 | D | ↗ |
| 2025-06-01 | SMITH PHILIP IRVING | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 280 | 424.82 | 118.9K | 280 | D | ↗ |
| 2025-06-01 | Ishaug Anthony D | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,888 | 424.82 | 802.1K | 1,888 | D | ↗ |
| 2025-06-01 | HEFFES BRETT D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 2,984 | 424.82 | 1.27M | 2,984 | D | ↗ |
| 2025-06-01 | Gaudette Renae M. | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,448 | 424.82 | 615.1K | 1,448 | D | ↗ |
| 2025-06-01 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 280 | 424.82 | 118.9K | 280 | D | ↗ |
| 2025-06-01 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 280 | 424.82 | 118.9K | 280 | D | ↗ |
| 2025-06-01 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 280 | 424.82 | 118.9K | 280 | D | ↗ |
| 2025-05-30 | Ishaug Anthony D | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 6,800 | 90.99 | 618.7K | 0 | D | ↗ |
| 2025-05-16 | GRASSLE JENELE C | Director | S-Sale | D | Common Stock | 1,600 | 428.23 | 685.2K | 2,500 | D | ↗ |
| 2025-05-12 | GRASSLE JENELE C | Director | M-Exempt | A | Common Stock | 800 | 90.99 | 72.8K | 4,100 | D | ↗ |
| 2025-05-06 | Ishaug Anthony D | Officer | S-Sale | D | Common Stock | 89 | 365.61 | 32.5K | 57,678 | D | ↗ |
| 2025-04-28 | Gaudette Renae M. | Officer | M-Exempt | A | Common Stock | 2,500 | 91.93 | 229.8K | 17,560 | D | ↗ |
| 2024-12-28 | OLSON RONALD G | 10% Owner | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-09 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 400.97 | 120.3K | 300 | D | ↗ |
| 2024-12-09 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 400.97 | 120.3K | 300 | D | ↗ |
| 2024-12-09 | SMITH PHILIP IRVING | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 400.97 | 120.3K | 300 | D | ↗ |
| 2024-12-09 | Ishaug Anthony D | Officer | A-Award | A | Employee Stock Option (right to buy) | 2,060 | 400.97 | 826.0K | 2,060 | D | ↗ |
| 2024-12-09 | HEFFES BRETT D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 3,260 | 400.97 | 1.31M | 3,260 | D | ↗ |
| 2024-12-09 | Gaudette Renae M. | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,580 | 400.97 | 633.5K | 1,580 | D | ↗ |
| 2024-12-09 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 400.97 | 120.3K | 300 | D | ↗ |
| 2024-12-09 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 400.97 | 120.3K | 300 | D | ↗ |
| 2024-12-09 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 300 | 400.97 | 120.3K | 300 | D | ↗ |
| 2024-11-25 | OLSON RONALD G | 10% Owner | S-Sale | D | Common Stock | 2,259 | 424.12 | 958.1K | 147,735 | D | ↗ |
| 2024-11-25 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 1,986 | 425.21 | 844.5K | 2,536 | D | ↗ |
| 2024-11-22 | OLSON RONALD G | 10% Owner | S-Sale | D | Common Stock | 1,500 | 407.95 | 611.9K | 151,235 | D | ↗ |
| 2024-11-06 | HEFFES BRETT D | Director / Officer | S-Sale | D | Common Stock | 1,598 | 401.94 | 642.3K | 112,800 | D | ↗ |
| 2024-11-05 | HEFFES BRETT D | Director / Officer | M-Exempt | A | Common Stock | 695 | 143.87 | 100.0K | 112,195 | D | ↗ |
| 2024-10-25 | Gaudette Renae M. | Officer | S-Sale | D | Common Stock | 1,500 | 380.11 | 570.2K | 15,060 | D | ↗ |
| 2024-10-24 | Gaudette Renae M. | Officer | M-Exempt | A | Common Stock | 3,000 | 80.32 | 241.0K | 16,560 | D | ↗ |
| 2024-10-18 | Ishaug Anthony D | Officer | S-Sale | D | Common Stock | 100 | 381.09 | 38.1K | 54,275 | D | ↗ |
| 2024-07-31 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 500 | 392.61 | 196.3K | 6,434 | — | ↗ |
| 2024-07-29 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 80 | 405.00 | 32.4K | 6,978 | — | ↗ |
| 2024-07-26 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 583 | 405.09 | 236.2K | 7,058 | — | ↗ |
| 2024-06-01 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 355.90 | 106.8K | 300 | — | ↗ |
| 2024-06-01 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 355.90 | 106.8K | 300 | — | ↗ |
| 2024-06-01 | SMITH PHILIP IRVING | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 355.90 | 106.8K | 300 | — | ↗ |
| 2024-06-01 | Ishaug Anthony D | Officer | A-Award | A | Employee Stock Option (right to buy) | 2,260 | 355.90 | 804.3K | 2,260 | — | ↗ |
| 2024-06-01 | HEFFES BRETT D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 3,580 | 355.90 | 1.27M | 3,580 | — | ↗ |
| 2024-06-01 | Gaudette Renae M. | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,740 | 355.90 | 619.3K | 1,740 | — | ↗ |
| 2024-06-01 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 355.90 | 106.8K | 300 | — | ↗ |
| 2024-06-01 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 355.90 | 106.8K | 300 | — | ↗ |
| 2024-06-01 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 300 | 355.90 | 106.8K | 300 | — | ↗ |
| 2024-04-22 | Ishaug Anthony D | Officer | S-Sale | D | Common Stock | 768 | 388.13 | 298.1K | 54,408 | — | ↗ |
| 2024-04-18 | HEFFES BRETT D | Director / Officer | S-Sale | D | Common Stock | 314 | 367.81 | 115.5K | 112,257 | — | ↗ |
| 2024-01-24 | HEFFES BRETT D | Director / Officer | Z-Trust | A | Common Stock | 285 | 0.00 | — | 285 | — | ↗ |
| 2023-12-11 | WILSON MARK L | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 240 | 446.68 | 107.2K | 240 | — | ↗ |
| 2023-12-11 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 240 | 446.68 | 107.2K | 240 | — | ↗ |
| 2023-12-11 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 240 | 446.68 | 107.2K | 240 | — | ↗ |
| 2023-12-11 | SMITH PHILIP IRVING | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 240 | 446.68 | 107.2K | 240 | — | ↗ |
| 2023-12-11 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 240 | 446.68 | 107.2K | 240 | — | ↗ |
| 2023-12-11 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 240 | 446.68 | 107.2K | 240 | — | ↗ |
| 2023-12-11 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 240 | 446.68 | 107.2K | 240 | — | ↗ |
| 2023-11-22 | WILSON MARK L | Director | S-Sale | D | Common Stock | 1,000 | 437.26 | 437.3K | 3,788 | — | ↗ |
| 2023-11-17 | OLSON RONALD G | 10% Owner | G-Gift | D | Common Stock | 1,155 | 0.00 | — | 152,735 | — | ↗ |
| 2023-10-23 | Ishaug Anthony D | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 606 | 164.84 | 99.9K | 3,394 | — | ↗ |
| 2023-10-20 | Ishaug Anthony D | Officer | S-Sale | D | Common Stock | 200 | 417.32 | 83.5K | 50,424 | — | ↗ |
| 2023-10-19 | Gaudette Renae M. | Officer | S-Sale | D | Common Stock | 36 | 402.50 | 14.5K | 14,177 | — | ↗ |
| 2023-10-10 | OLSON RONALD G | 10% Owner | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 153,890 | — | ↗ |
| 2023-09-08 | Gaudette Renae M. | Officer | M-Exempt | A | Common Stock | 1,083 | 66.29 | 71.8K | 13,058 | — | ↗ |
| 2023-08-29 | WILSON MARK L | Director | G-Gift | D | Common Stock | 830 | 0.00 | — | 2,644 | — | ↗ |
| 2023-08-03 | OLSON RONALD G | 10% Owner | G-Gift | D | Common Stock | 744 | 0.00 | — | 163,890 | — | ↗ |
| 2023-06-07 | WILSON MARK L | Director | S-Sale | D | Common Stock | 3,000 | 359.60 | 1.08M | 3,474 | — | ↗ |
| 2023-06-01 | WILSON MARK L | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 380 | 325.99 | 123.9K | 380 | — | ↗ |
| 2023-06-01 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 380 | 325.99 | 123.9K | 380 | — | ↗ |
| 2023-06-01 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 380 | 325.99 | 123.9K | 380 | — | ↗ |
| 2023-06-01 | SMITH PHILIP IRVING | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 380 | 325.99 | 123.9K | 380 | — | ↗ |
| 2023-06-01 | Ishaug Anthony D | Officer | A-Award | A | Employee Stock Option (right to buy) | 2,600 | 325.99 | 847.6K | 2,600 | — | ↗ |
| 2023-06-01 | HEFFES BRETT D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 4,120 | 325.99 | 1.34M | 4,120 | — | ↗ |
| 2023-06-01 | Gaudette Renae M. | Officer | A-Award | A | Employee Stock Options (Right to Buy) | 2,000 | 325.99 | 652.0K | 2,000 | — | ↗ |
| 2023-06-01 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 380 | 325.99 | 123.9K | 380 | — | ↗ |
| 2023-06-01 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 380 | 325.99 | 123.9K | 380 | — | ↗ |
| 2023-06-01 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 380 | 325.99 | 123.9K | 380 | — | ↗ |
| 2023-05-18 | OLSON RONALD G | 10% Owner | G-Gift | D | Common Stock | 1,400 | 0.00 | — | 250,573 | — | ↗ |
| 2023-05-08 | GRASSLE JENELE C | Director | S-Sale | D | Common Stock | 3,000 | 314.16 | 942.5K | 2,500 | — | ↗ |
| 2023-05-02 | GRASSLE JENELE C | Director | M-Exempt | A | Common Stock | 1,000 | 80.32 | 80.3K | 5,500 | — | ↗ |
| 2023-04-27 | HEFFES BRETT D | Director / Officer | G-Gift | D | Common Stock | 800 | 0.00 | — | 110,000 | — | ↗ |
| 2023-04-26 | Ishaug Anthony D | Officer | M-Exempt | A | Common Stock | 698 | 143.20 | 100.0K | 48,177 | — | ↗ |
| 2023-04-26 | HEFFES BRETT D | Director / Officer | M-Exempt | A | Common Stock | 698 | 143.20 | 100.0K | 110,800 | — | ↗ |
| 2023-04-21 | WILSON MARK L | Director | M-Exempt | D | Non-Employee Stock Option (right to buy) | 375 | 183.87 | 69.0K | 375 | — | ↗ |
| 2023-03-28 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 275 | 305.53 | 84.0K | 7,641 | — | ↗ |
| 2023-03-27 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 975 | 306.22 | 298.6K | 13,812 | — | ↗ |
| 2023-03-24 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 1,753 | 305.95 | 536.3K | 21,130 | — | ↗ |
| 2023-03-23 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 202 | 306.18 | 61.8K | 23,221 | — | ↗ |
| 2023-03-22 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 104 | 307.26 | 32.0K | 24,537 | — | ↗ |
| 2023-03-16 | REYELTS PAUL C | Director | S-Sale | D | Common Stock | 1,446 | 295.00 | 426.6K | 3,887 | — | ↗ |
| 2023-03-09 | REYELTS PAUL C | Director | S-Sale | D | Common Stock | 1,227 | 295.35 | 362.4K | 1,446 | — | ↗ |
| 2023-03-08 | REYELTS PAUL C | Director | S-Sale | D | Common Stock | 500 | 295.00 | 147.5K | 2,673 | — | ↗ |
| 2023-03-06 | REYELTS PAUL C | Director | M-Exempt | D | Non-Employee Stock Option (right to buy) | 375 | 183.87 | 69.0K | 375 | — | ↗ |
| 2023-03-01 | SMITH PHILIP IRVING | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 4,500 | 291.01 | 1.31M | 4,500 | — | ↗ |
| 2023-02-09 | REYELTS PAUL C | Director | G-Gift | D | Common Stock | 3,800 | 0.00 | — | 3,887 | — | ↗ |
| 2022-12-12 | WILSON MARK L | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 620 | 238.60 | 147.9K | 620 | — | ↗ |
| 2022-12-12 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 620 | 238.60 | 147.9K | 620 | — | ↗ |
| 2022-12-12 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 620 | 238.60 | 147.9K | 620 | — | ↗ |
| 2022-12-12 | REYELTS PAUL C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 620 | 238.60 | 147.9K | 620 | — | ↗ |
| 2022-12-12 | Ishaug Anthony D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 3,780 | 238.60 | 901.9K | 3,780 | — | ↗ |
| 2022-12-12 | HEFFES BRETT D | Director | A-Award | A | Employee Stock Option (right to buy) | 5,740 | 238.60 | 1.37M | 5,740 | — | ↗ |
| 2022-12-12 | Gaudette Renae M. | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 2,520 | 238.60 | 601.3K | 2,520 | — | ↗ |
| 2022-12-12 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 620 | 238.60 | 147.9K | 620 | — | ↗ |
| 2022-12-12 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 239 | 238.60 | 56.9K | 620 | — | ↗ |
| 2022-12-12 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 620 | 238.60 | 147.9K | 620 | — | ↗ |
| 2022-11-15 | Becker Amy C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 5,500 | 248.64 | 1.37M | 5,500 | — | ↗ |
| 2022-11-02 | HEFFES BRETT D | Director | G-Gift | D | Common Stock | 1,600 | 0.00 | — | 108,500 | — | ↗ |
| 2022-11-01 | HEFFES BRETT D | Director | M-Exempt | A | Common Stock | 1,930 | 91.93 | 177.4K | 109,530 | — | ↗ |
| 2022-10-19 | Ishaug Anthony D | Director / Officer | M-Exempt | A | Common Stock | 3,496 | 59.77 | 209.0K | 45,970 | — | ↗ |
| 2022-10-18 | Ishaug Anthony D | Director / Officer | S-Sale | D | Common Stock | 443 | 234.49 | 103.9K | 42,285 | — | ↗ |
| 2022-10-10 | Gaudette Renae M. | Director / Officer | M-Exempt | A | Common Stock | 750 | 66.29 | 49.7K | 11,975 | — | ↗ |
| 2022-08-30 | Ishaug Anthony D | Officer | M-Exempt | A | Common Stock | 816 | 122.50 | 100.0K | 40,224 | — | ↗ |
| 2022-08-18 | GRASSLE JENELE C | Director | S-Sale | D | Common Stock | 117 | 235.54 | 27.6K | 2,500 | — | ↗ |
| 2022-08-11 | GRASSLE JENELE C | Director | M-Exempt | A | Common Stock | 1,000 | 59.77 | 59.8K | 4,500 | — | ↗ |
| 2022-06-01 | WILSON MARK L | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 880 | 197.80 | 174.1K | 880 | — | ↗ |
| 2022-06-01 | Tomlinson Percy C Jr | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 880 | 197.80 | 174.1K | 880 | — | ↗ |
| 2022-06-01 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 880 | 197.80 | 174.1K | 880 | — | ↗ |
| 2022-06-01 | REYELTS PAUL C | Director | G-Gift | D | Common Stock | 2,250 | 0.00 | — | 9,887 | — | ↗ |
| 2022-06-01 | Ishaug Anthony D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 5,920 | 197.80 | 1.17M | 5,920 | — | ↗ |
| 2022-06-01 | HEFFES BRETT D | Director | A-Award | A | Employee Stock Option (right to buy) | 9,360 | 197.80 | 1.85M | 0 | — | ↗ |
| 2022-06-01 | Gaudette Renae M. | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 4,480 | 197.80 | 886.1K | 4,480 | — | ↗ |
| 2022-06-01 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 880 | 197.80 | 174.1K | 880 | — | ↗ |
| 2022-06-01 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 880 | 197.80 | 174.1K | 880 | — | ↗ |
| 2022-04-14 | Tomlinson Percy C Jr | Director | P-Purchase | A | Common Stock | 100 | 224.81 | 22.5K | 200 | — | ↗ |
| 2022-03-14 | Goff Leah A | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 486 | 125.50 | 61.0K | 0 | — | ↗ |
| 2022-03-11 | Goff Leah A | Officer | M-Exempt | A | Common Stock | 15 | 156.00 | 2.3K | 11,115 | — | ↗ |
| 2022-03-08 | Tomlinson Percy C Jr | Director | P-Purchase | A | Common Stock | 100 | 225.00 | 22.5K | 100 | — | ↗ |
| 2022-03-02 | REYELTS PAUL C | Director | G-Gift | D | Common Stock | 2,200 | 0.00 | — | 7,687 | — | ↗ |
| 2022-01-13 | SPRENGER GINA DECARO | Director | — | D | Non-Employee Director Stock Option (right to buy) | 10,000 | 182.21 | 1.82M | 0 | — | ↗ |
| 2021-12-25 | MACKENZIE KIRK A | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-14 | Tomlinson Percy C Jr | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-12-13 | WILSON MARK L | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 750 | 261.32 | 196.0K | 750 | — | ↗ |
| 2021-12-13 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 750 | 261.32 | 196.0K | 750 | — | ↗ |
| 2021-12-13 | REYELTS PAUL C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 750 | 261.32 | 196.0K | 750 | — | ↗ |
| 2021-12-13 | MACKENZIE KIRK A | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 750 | 261.32 | 196.0K | 750 | — | ↗ |
| 2021-12-13 | Ishaug Anthony D | Officer | A-Award | A | Employee Stock Option (right to buy) | 5,700 | 261.32 | 1.49M | 5,700 | — | ↗ |
| 2021-12-13 | HEFFES BRETT D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 11,100 | 261.32 | 2.90M | 11,100 | — | ↗ |
| 2021-12-13 | Gaudette Renae M. | Officer | A-Award | A | Employee Stock Option (right to buy) | 261 | 261.32 | 68.3K | 3,500 | — | ↗ |
| 2021-12-13 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 750 | 261.32 | 196.0K | 750 | — | ↗ |
| 2021-12-13 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Stock Option (right to buy) | 750 | 261.32 | 196.0K | 750 | — | ↗ |
| 2021-12-06 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 300 | 261.00 | 78.3K | 24,641 | — | ↗ |
| 2021-11-29 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 179 | 275.35 | 49.3K | 24,951 | — | ↗ |
| 2021-11-23 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 1,804 | 270.14 | 487.3K | 29,141 | — | ↗ |
| 2021-11-22 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 400 | 270.18 | 108.1K | 30,945 | — | ↗ |
| 2021-11-18 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 1,500 | 271.02 | 406.5K | 34,345 | — | ↗ |
| 2021-11-15 | Barbetta Lawrence A | Director | S-Sale | D | Common Stock | 66 | 276.12 | 18.2K | 35,981 | — | ↗ |
| 2021-11-08 | WILSON MARK L | Director | M-Exempt | D | Non-Employee Director Stock Option (right to buy) | 600 | 143.20 | 85.9K | 200 | — | ↗ |
| 2021-11-08 | Barbetta Lawrence A | Director | M-Exempt | A | Common Stock | 800 | 91.93 | 73.5K | 31,800 | — | ↗ |
| 2021-11-02 | MACKENZIE KIRK A | Director | M-Exempt | D | Nonemployee Director Stock Option (right to buy) | 1,000 | 53.34 | 53.3K | 0 | — | ↗ |
| 2021-11-02 | Ishaug Anthony D | Officer | S-Sale | D | Common Stock | 26 | 241.30 | 6.3K | 38,209 | — | ↗ |
| 2021-11-02 | Goff Leah A | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 500 | 143.20 | 71.6K | 500 | — | ↗ |
| 2021-10-28 | HEFFES BRETT D | Director / Officer | S-Sale | D | Common Stock | 4,800 | 225.00 | 1.08M | 106,000 | — | ↗ |
| 2021-10-25 | HEFFES BRETT D | Director / Officer | M-Exempt | A | Common Stock | 3,518 | 82.72 | 291.0K | 108,218 | — | ↗ |
| 2021-10-22 | HEFFES BRETT D | Director / Officer | M-Exempt | A | Common Stock | 556 | 80.32 | 44.7K | 106,257 | — | ↗ |
| 2021-10-21 | HEFFES BRETT D | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 1,017 | 98.25 | 99.9K | 3,983 | — | ↗ |
| 2021-10-18 | Ishaug Anthony D | Officer | S-Sale | D | Common Stock | 4,302 | 218.17 | 938.6K | 32,397 | — | ↗ |
| 2021-10-15 | Ishaug Anthony D | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 1,875 | 51.17 | 95.9K | 5,625 | — | ↗ |
| 2021-10-12 | REYELTS PAUL C | Director | M-Exempt | D | Non-Employee Director Stock Option (right to buy) | 600 | 134.25 | 80.6K | 200 | — | ↗ |
| 2021-08-30 | Gaudette Renae M. | Officer | M-Exempt | A | Common Stock | 625 | 82.72 | 51.7K | 10,600 | — | ↗ |
| 2021-06-08 | Goff Leah A | Officer | M-Exempt | A | Common Stock | 395 | 91.93 | 36.3K | 9,570 | — | ↗ |
| 2021-06-01 | WILSON MARK L | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 750 | 195.82 | 146.9K | 750 | — | ↗ |
| 2021-06-01 | SPRENGER GINA DECARO | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 750 | 195.82 | 146.9K | 750 | — | ↗ |
| 2021-06-01 | REYELTS PAUL C | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 750 | 195.82 | 146.9K | 750 | — | ↗ |
| 2021-06-01 | MACKENZIE KIRK A | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 750 | 195.82 | 146.9K | 750 | — | ↗ |
| 2021-06-01 | Ishaug Anthony D | Officer | A-Award | A | Employee Stock Option (right to buy) | 4,000 | 195.82 | 783.3K | 4,000 | — | ↗ |
| 2021-06-01 | HEFFES BRETT D | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 4,000 | 195.82 | 783.3K | 4,000 | — | ↗ |
| 2021-06-01 | Goff Leah A | Officer | A-Award | A | Employee Stock Option (right to buy) | 900 | 195.82 | 176.2K | 900 | — | ↗ |
| 2021-06-01 | Gaudette Renae M. | Officer | A-Award | A | Employee Stock Option (right to buy) | 3,500 | 195.82 | 685.4K | 3,500 | — | ↗ |
| 2021-06-01 | GRASSLE JENELE C | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 750 | 195.82 | 146.9K | 750 | — | ↗ |
| 2021-06-01 | Barbetta Lawrence A | Director | A-Award | A | Non-Employee Director Stock Option (right to buy) | 750 | 195.82 | 146.9K | 750 | — | ↗ |
| 2021-05-06 | OLSON RONALD G | 10% Owner | S-Sale | D | Common Stock | 4,000 | 196.50 | 786.0K | 164,634 | — | ↗ |
| 2021-05-06 | MACKENZIE KIRK A | Director | M-Exempt | A | Common Stock | 1,000 | 37.76 | 37.8K | 1,000 | — | ↗ |
Executive team
Top executives
EBIT / Employee
624.5K
Shares Outstanding
3.58M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Brett D. Heffes Chief Executive Officer and Chair of the Board of Directors | 700.0K | 695.0K | — | 700.0K | — | 13.2K | 2.11M | 33.20% | ↗ |
| 2 | 2025 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 442.5K | 497.5K | — | 442.4K | — | 13.2K | 1.40M | 31.70% | ↗ |
| 3 | 2025 | Renae M. Gaudette Chief Operating Officer | 340.0K | 332.5K | — | 339.7K | — | 13.2K | 1.03M | 33.13% | ↗ |
| 4 | 2025 | Lisa S. Hake Chief Marketing Officer | 78.8K | 125.0K | — | 157.1K | — | 65.00 | 360.9K | 43.53% | ↗ |
| 5 | 2024 | Brett D. Heffes Chief Executive Officer and Chair of the Board of Directors | 675.0K | 470.0K | — | 674.3K | — | 12.9K | 1.83M | 36.80% | ↗ |
| 6 | 2024 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 427.5K | 280.0K | — | 425.9K | — | 12.9K | 1.15M | 37.15% | ↗ |
| 7 | 2024 | Renae M. Gaudette Chief Operating Officer | 327.5K | 225.0K | — | 327.3K | — | 12.9K | 892.6K | 36.66% | ↗ |
| 8 | 2023 | Brett D. Heffes Chief Executive Officer and Chair of the Board of Directors | 645.0K | 640.0K | — | 321.3K | — | 12.4K | 1.62M | 19.85% | ↗ |
| 9 | 2023 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 407.5K | 402.5K | — | 202.7K | — | 12.4K | 1.03M | 19.78% | ↗ |
| 10 | 2023 | Renae M. Gaudette Chief Operating Officer | 312.5K | 307.5K | — | 156.0K | — | 12.4K | 788.3K | 19.78% | ↗ |
| 11 | 2022 | Brett D. Heffes Chief Executive Officer and Chairman of the Board of Directors | 625.0K | 610.0K | — | 591.8K | — | 11.8K | 1.84M | 32.19% | ↗ |
| 12 | 2022 | Brett D. Heffes Chief Executive Officer and Chair of the Board of Directors | 625.0K | 610.0K | — | 591.8K | — | 11.8K | 1.84M | 32.19% | ↗ |
| 13 | 2022 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 395.0K | 385.0K | — | 381.6K | — | 11.8K | 1.17M | 32.52% | ↗ |
| 14 | 2022 | Renae M. Gaudette Chief Operating Officer | 300.0K | 290.0K | — | 272.2K | — | 11.8K | 874.0K | 31.14% | ↗ |
| 15 | 2021 | Brett D. Heffes Chief Executive Officer and Chair of the Board of Directors | 600.0K | 600.0K | — | 615.4K | — | 11.3K | 1.83M | 33.69% | ↗ |
| 16 | 2021 | Brett D. Heffes Chief Executive Officer and Chairman of the Board of Directors | 600.0K | 600.0K | — | 615.4K | — | 11.3K | 1.83M | 33.69% | ↗ |
| 17 | 2021 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 375.0K | 375.0K | — | 381.8K | — | 11.3K | 1.14M | 33.40% | ↗ |
| 18 | 2021 | Renae M. Gaudette Chief Operating Officer | 250.0K | 250.0K | — | 269.7K | — | 11.3K | 781.0K | 34.54% | ↗ |
| 19 | 2020 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 325.0K | 295.0K | — | 226.0K | — | 10.4K | 856.4K | 26.39% | ↗ |
| 20 | 2020 | Brett D. Heffes Chief Executive Officer and Chairman of the Board of Directors | 325.0K | 295.0K | — | 226.0K | — | 10.4K | 856.4K | 26.39% | ↗ |
| 21 | 2020 | Renae M. Gaudette President, Franchising | 200.0K | 100.0K | — | 197.8K | — | 10.4K | 508.2K | 38.92% | ↗ |
| 22 | 2020 | Renae M. Gaudette Chief Operating Officer | 200.0K | 100.0K | — | 197.8K | — | 10.4K | 508.2K | 38.92% | ↗ |
| 23 | 2019 | Steven A. Murphy Former President, Franchising | 325.0K | 300.0K | — | 246.7K | — | 10.3K | 881.9K | 27.97% | ↗ |
| 24 | 2019 | Brett D. Heffes Chief Executive Officer and Chairman of the Board of Directors | 325.0K | 300.0K | — | 246.7K | — | 10.3K | 881.9K | 27.97% | ↗ |
| 25 | 2019 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 325.0K | 300.0K | — | 246.7K | — | 10.3K | 881.9K | 27.97% | ↗ |
| 26 | 2019 | Renae M. Gaudette Chief Operating Officer | 185.0K | 80.0K | — | 185.0K | — | 9.4K | 459.4K | 40.27% | ↗ |
| 27 | 2019 | Renae M. Gaudette President, Franchising | 185.0K | 80.0K | — | 185.0K | — | 9.4K | 459.4K | 40.27% | ↗ |
| 28 | 2018 | Steven C. Zola President, Winmark Capital Corporation | 315.0K | 300.0K | — | 324.6K | — | 380.1K | 1.32M | 24.60% | ↗ |
| 29 | 2018 | Steven A. Murphy Former President, Franchising | 315.0K | 300.0K | — | 324.6K | — | 10.1K | 949.7K | 34.18% | ↗ |
| 30 | 2018 | Brett D. Heffes Chief Executive Officer and Chairman of the Board of Directors | 315.0K | 300.0K | — | 324.6K | — | 10.1K | 949.7K | 34.18% | ↗ |
| 31 | 2018 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 315.0K | 300.0K | — | 324.6K | — | 10.1K | 949.7K | 34.18% | ↗ |
| 32 | 2018 | Brett D. Heffes Chief Executive Officer | 315.0K | 300.0K | — | 324.6K | — | 10.1K | 949.7K | 34.18% | ↗ |
| 33 | 2018 | Steven A. Murphy President, Franchising | 315.0K | 300.0K | — | 324.6K | — | 10.1K | 949.7K | 34.18% | ↗ |
| 34 | 2018 | John L. Morgan Executive Chairman of the Board of Directors | 315.0K | 300.0K | — | — | — | 9.8K | 624.8K | 0.00% | ↗ |
| 35 | 2018 | Renae M. Gaudette President, Franchising | 165.0K | 75.0K | — | 194.8K | — | 8.2K | 443.0K | 43.97% | ↗ |
| 36 | 2017 | Steven C. Zola President, Winmark Capital Corporation | 306.0K | 300.0K | — | 321.2K | — | 379.5K | 1.31M | 24.58% | ↗ |
| 37 | 2017 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 306.0K | 300.0K | — | 321.2K | — | 9.5K | 936.7K | 34.29% | ↗ |
| 38 | 2017 | Brett D. Heffes Chief Executive Officer and Chairman of the Board of Directors | 306.0K | 300.0K | — | 321.2K | — | 9.5K | 936.7K | 34.29% | ↗ |
| 39 | 2017 | Steven A. Murphy President, Franchising | 306.0K | 300.0K | — | 321.2K | — | 9.5K | 936.7K | 34.29% | ↗ |
| 40 | 2017 | Brett D. Heffes Chief Executive Officer | 306.0K | 300.0K | — | 321.2K | — | 9.5K | 936.7K | 34.29% | ↗ |
| 41 | 2017 | Steven A. Murphy Former President, Franchising | 306.0K | 300.0K | — | 321.2K | — | 9.5K | 936.7K | 34.29% | ↗ |
| 42 | 2017 | John L. Morgan Executive Chairman of the Board of Directors | 306.0K | 300.0K | — | — | — | 9.2K | 615.2K | 0.00% | ↗ |
| 43 | 2016 | Steven C. Zola President, Winmark Capital Corporation | 306.0K | 300.0K | — | 284.7K | — | 379.2K | 1.27M | 22.42% | ↗ |
| 44 | 2016 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 275.0K | 250.0K | — | 387.2K | — | 9.2K | 921.4K | 42.02% | ↗ |
| 45 | 2016 | Anthony D. Ishaug Executive Vice President, Chief Financial Officer and Treasurer | 275.0K | 250.0K | — | 387.2K | — | 9.2K | 921.4K | 42.02% | ↗ |
| 46 | 2016 | Steven A. Murphy President, Franchising | 306.0K | 300.0K | — | 284.7K | — | 9.2K | 899.9K | 31.64% | ↗ |
| 47 | 2016 | Brett D. Heffes Chief Executive Officer | 306.0K | 300.0K | — | 284.7K | — | 9.2K | 899.9K | 31.64% | ↗ |
| 48 | 2016 | John L. Morgan Executive Chairman of the Board of Directors | 306.0K | 300.0K | — | — | — | 8.9K | 614.9K | 0.00% | ↗ |
| 49 | 2015 | Steven C. Zola President, Winmark Capital Corporation | 300.0K | 300.0K | — | 338.4K | — | 379.2K | 1.32M | 25.68% | ↗ |
| 50 | 2015 | Steven A. Murphy President, Franchising | 300.0K | 300.0K | — | 338.4K | — | 9.2K | 947.5K | 35.71% | ↗ |
| 51 | 2015 | Brett D. Heffes Chief Executive Officer | 300.0K | 300.0K | — | 338.4K | — | 9.2K | 947.5K | 35.71% | ↗ |
| 52 | 2015 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 250.0K | 250.0K | — | 338.4K | — | 9.2K | 847.5K | 39.92% | ↗ |
| 53 | 2015 | Anthony D. Ishaug Executive Vice President, Chief Financial Officer and Treasurer | 250.0K | 250.0K | — | 338.4K | — | 9.2K | 847.5K | 39.92% | ↗ |
| 54 | 2015 | John L. Morgan Executive Chairman of the Board of Directors | 300.0K | 300.0K | — | — | — | 8.9K | 608.9K | 0.00% | ↗ |
| 55 | 2014 | Steven C. Zola President, Winmark Capital Corporation | 292.0K | 292.0K | — | 357.3K | — | 9.0K | 950.3K | 37.59% | ↗ |
| 56 | 2014 | Brett D. Heffes Chief Executive Officer | 292.0K | 292.0K | — | 357.3K | — | 9.0K | 950.3K | 37.59% | ↗ |
| 57 | 2014 | Brett D. Heffes President | 292.0K | 292.0K | — | 357.3K | — | 9.0K | 950.3K | 37.59% | ↗ |
| 58 | 2014 | Steven A. Murphy President, Franchising | 292.0K | 292.0K | — | 357.3K | — | 9.0K | 950.3K | 37.59% | ↗ |
| 59 | 2014 | Anthony D. Ishaug Executive Vice President, Chief Financial Officer and Treasurer | 230.0K | 138.0K | — | 315.2K | — | 9.0K | 692.2K | 45.54% | ↗ |
| 60 | 2014 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 230.0K | 138.0K | — | 315.2K | — | 9.0K | 692.2K | 45.54% | ↗ |
| 61 | 2014 | John L. Morgan Executive Chairman of the Board of Directors | 292.0K | 292.0K | — | — | — | 8.8K | 592.8K | 0.00% | ↗ |
| 62 | 2014 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 292.0K | 292.0K | — | — | — | 8.8K | 592.8K | 0.00% | ↗ |
| 63 | 2013 | Brett D. Heffes President | 280.8K | 280.8K | — | 375.6K | — | 8.9K | 946.0K | 39.71% | ↗ |
| 64 | 2013 | Steven A. Murphy President, Franchising | 280.8K | 280.8K | — | 375.6K | — | 8.9K | 946.0K | 39.71% | ↗ |
| 65 | 2013 | Brett D. Heffes Chief Executive Officer | 280.8K | 280.8K | — | 375.6K | — | 8.9K | 946.0K | 39.71% | ↗ |
| 66 | 2013 | Steven C. Zola President, Winmark Capital Corporation | 280.8K | 280.8K | — | 375.6K | — | 8.9K | 946.0K | 39.71% | ↗ |
| 67 | 2013 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 220.0K | 110.0K | — | 304.6K | — | 8.9K | 643.4K | 47.34% | ↗ |
| 68 | 2013 | John L. Morgan Executive Chairman of the Board of Directors | 280.8K | 280.8K | — | — | — | 8.6K | 570.1K | 0.00% | ↗ |
| 69 | 2013 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 280.8K | 280.8K | — | — | — | 8.6K | 570.1K | 0.00% | ↗ |
| 70 | 2012 | Brett D. Heffes President | 267.3K | 267.3K | — | 243.9K | — | 8.7K | 787.1K | 30.99% | ↗ |
| 71 | 2012 | Steven A. Murphy President, Franchising | 267.3K | 267.3K | — | 243.9K | — | 8.7K | 787.1K | 30.99% | ↗ |
| 72 | 2012 | Steven C. Zola President, Winmark Capital Corporation | 267.3K | 267.3K | — | 243.9K | — | 8.7K | 787.1K | 30.99% | ↗ |
| 73 | 2012 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 267.3K | 267.3K | — | — | — | 8.5K | 543.0K | 0.00% | ↗ |
| 74 | 2012 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 200.0K | 100.0K | — | 197.8K | — | 8.7K | 506.5K | 39.05% | ↗ |
| 75 | 2011 | Brett D. Heffes President | 254.6K | 254.6K | — | 247.0K | — | 8.6K | 764.8K | 32.29% | ↗ |
| 76 | 2011 | Steven A. Murphy President, Franchising | 254.6K | 254.6K | — | 247.0K | — | 8.6K | 764.8K | 32.29% | ↗ |
| 77 | 2011 | Steven C. Zola President, Winmark Capital Corporation | 254.6K | 254.6K | — | 247.0K | — | 8.6K | 764.8K | 32.29% | ↗ |
| 78 | 2011 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 254.6K | 254.6K | — | — | — | 8.4K | 517.6K | 0.00% | ↗ |
| 79 | 2011 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 175.0K | 87.5K | — | 200.3K | — | 8.6K | 471.3K | 42.49% | ↗ |
| 80 | 2010 | Steven C. Zola President, Winmark Capital Corporation | 242.5K | 242.5K | — | 191.5K | — | 8.6K | 685.2K | 27.95% | ↗ |
| 81 | 2010 | Brett D. Heffes President | 242.5K | 242.5K | — | 191.5K | — | 8.6K | 685.2K | 27.95% | ↗ |
| 82 | 2010 | Steven A. Murphy President, Franchising | 242.5K | 242.5K | — | 191.5K | — | 8.6K | 685.2K | 27.95% | ↗ |
| 83 | 2010 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 242.5K | 242.5K | — | — | — | 8.5K | 493.5K | 0.00% | ↗ |
| 84 | 2010 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 154.2K | 77.1K | — | 149.3K | — | 8.2K | 388.9K | 38.40% | ↗ |
| 85 | 2009 | Brett D. Heffes President | 242.5K | 200.0K | — | 113.9K | — | 8.6K | 565.0K | 20.16% | ↗ |
| 86 | 2009 | Steven C. Zola President, Winmark Capital Corporation | 242.5K | 200.0K | — | 113.9K | — | 8.6K | 565.0K | 20.16% | ↗ |
| 87 | 2009 | Brett D. Heffes President, Finance and Administration | 242.5K | 200.0K | — | 113.9K | — | 8.6K | 565.0K | 20.16% | ↗ |
| 88 | 2009 | Steven A. Murphy President, Franchising | 242.5K | 200.0K | — | 113.9K | — | 8.6K | 565.0K | 20.16% | ↗ |
| 89 | 2009 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 200.8K | 200.0K | — | — | — | 8.4K | 409.2K | 0.00% | ↗ |
| 90 | 2009 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 154.2K | — | — | 79.7K | — | 2.5K | 236.4K | 33.72% | ↗ |
| 91 | 2008 | Brett D. Heffes President, Finance and Administration and Treasurer | 236.0K | 175.0K | — | 197.1K | — | 8.1K | 616.2K | 31.98% | ↗ |
| 92 | 2008 | Steven C. Zola President, Winmark Capital Corporation | 236.0K | 175.0K | — | 117.9K | — | 8.1K | 537.0K | 21.95% | ↗ |
| 93 | 2008 | Brett D. Heffes President, Finance and Administration | 236.0K | 175.0K | — | 117.9K | — | 8.1K | 537.0K | 21.95% | ↗ |
| 94 | 2008 | Steven A. Murphy President, Franchising | 227.0K | 175.0K | — | 117.9K | — | 8.1K | 528.0K | 22.32% | ↗ |
| 95 | 2008 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 236.0K | 125.0K | — | — | — | 8.0K | 369.0K | 0.00% | ↗ |
| 96 | 2008 | Anthony D. Ishaug Chief Financial Officer and Treasurer | 42.5K | — | — | 33.1K | — | 120.00 | 75.7K | 43.70% | ↗ |
| 97 | 2008 | Anthony D. Ishaug Chief Financial Officer | 42.5K | — | — | 2.5K | — | 120.00 | 45.1K | 5.47% | ↗ |
| 98 | 2007 | Brett D. Heffes President, Finance and Administration and Treasurer | 230.0K | 125.0K | — | 193.1K | — | 8.0K | 556.1K | 34.72% | ↗ |
| 99 | 2007 | Brett D. Heffes President of Finance and Administration, Chief Financial Officer and Treasurer | 230.0K | 125.0K | — | 193.1K | — | 8.0K | 556.1K | 34.72% | ↗ |
| 100 | 2007 | Steven C. Zola President, Winmark Capital Corporation | 230.0K | 125.0K | — | 108.8K | — | 8.0K | 471.8K | 23.07% | ↗ |
| 101 | 2007 | Steven A. Murphy President, Franchising | 200.0K | 125.0K | — | 137.6K | — | 8.0K | 470.6K | 29.24% | ↗ |
| 102 | 2007 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 230.0K | 125.0K | — | — | — | 7.8K | 362.8K | 0.00% | ↗ |
| 103 | 2006 | Stephen M. Briggs Former President and Chief Operating Officer of Winmark Corporation | 310.2K | 75.0K | — | 200.0K | — | 7.9K | 593.1K | 33.73% | ↗ |
| 104 | 2006 | Brett D. Heffes President of Finance and Administration, Chief Financial Officer and Treasurer | 200.0K | 100.0K | — | 204.1K | — | 7.9K | 512.0K | 39.87% | ↗ |
| 105 | 2006 | Brett D. Heffes Chief Financial Officer and Treasurer | 200.0K | 100.0K | — | 204.1K | — | 7.9K | 512.0K | 39.87% | ↗ |
| 106 | 2006 | Mark T. Hooley President, Wirth Business Credit | 200.0K | 100.0K | — | 167.5K | — | 7.9K | 475.4K | 35.24% | ↗ |
| 107 | 2006 | Steven C. Zola President, Winmark Capital Corporation | 200.0K | 100.0K | — | 59.8K | — | 1.3K | 361.1K | 16.56% | ↗ |
| 108 | 2006 | Steven A. Murphy President, Franchising | 159.8K | 70.0K | — | 104.2K | — | 7.5K | 341.5K | 30.51% | ↗ |
| 109 | 2006 | John L. Morgan Chief Executive Officer and Chairman of the Board of Directors | 200.0K | 100.0K | — | — | — | 7.2K | 307.2K | 0.00% | ↗ |
| 110 | 2005 | Stephen M. Briggs President and Chief Operating Officer | 299.9K | 100.0K | — | 20.0K | — | 17.3K | 437.2K | 4.58% | ↗ |
| 111 | 2005 | Brett D. Heffes Chief Financial Officer and Treasurer | 179.7K | 67.5K | — | 20.0K | — | 7.1K | 274.3K | 7.29% | ↗ |
| 112 | 2005 | Mark T. Hooley President Wirth Business Credit, Inc. | 179.7K | 67.5K | — | 20.0K | — | 7.1K | 274.3K | 7.29% | ↗ |
| 113 | 2005 | Steven A. Murphy Vice President of Franchise Management | 147.8K | 50.0K | — | 10.0K | — | 6.2K | 214.1K | 4.67% | ↗ |
| 114 | 2005 | John L. Morgan Chairman of the Board and Chief Executive Officer | 180.8K | — | — | — | — | 6.2K | 186.9K | 0.00% | ↗ |
| 115 | 2004 | Stephen M. Briggs President and Chief Operating Officer | 295.0K | 100.0K | — | 20.0K | — | 17.1K | 432.1K | 4.63% | ↗ |
| 116 | 2004 | Brett D. Heffes Chief Financial Officer and Treasurer | 165.0K | 56.0K | — | 15.0K | — | 6.9K | 242.9K | 6.18% | ↗ |
| 117 | 2004 | Mark T. Hooley President Wirth Business Credit, Inc. | 165.0K | 56.0K | — | 15.0K | — | 4.6K | 240.6K | 6.24% | ↗ |
| 118 | 2004 | Mark T. Hooley Vice President and General Counsel | 165.0K | 56.0K | — | 15.0K | — | 4.6K | 240.6K | 6.24% | ↗ |
| 119 | 2004 | Rebecca J. Geyer Vice President of Franchise Management | 138.0K | 41.0K | — | 10.0K | — | 6.0K | 195.0K | 5.13% | ↗ |
| 120 | 2004 | Steven A. Murphy Vice President of Franchise Management | 138.0K | 35.0K | — | 10.0K | — | 5.9K | 188.9K | 5.29% | ↗ |
| 121 | 2004 | John L. Morgan Chairman of the Board and Chief Executive Officer | 100.0K | — | — | — | — | 3.8K | 103.8K | 0.00% | ↗ |
| 122 | 2003 | Stephen M. Briggs President and Chief Operating Officer | 289.6K | 108.8K | — | 20.0K | — | 6.8K | 425.1K | 4.70% | ↗ |
| 123 | 2003 | Brett D. Heffes Chief Financial Officer and Treasurer | 165.0K | 79.2K | — | 15.0K | — | 1.1K | 260.3K | 5.76% | ↗ |
| 124 | 2003 | Mark T. Hooley President Wirth Business Credit, Inc. | 165.0K | 61.9K | — | 15.0K | — | 3.5K | 245.3K | 6.11% | ↗ |
| 125 | 2003 | Mark T. Hooley Vice President and General Counsel | 165.0K | 61.9K | — | 15.0K | — | 3.5K | 245.3K | 6.11% | ↗ |
| 126 | 2003 | Rebecca J. Geyer Vice President of Franchise Management | 134.6K | 38.5K | — | 10.0K | — | 5.8K | 188.9K | 5.29% | ↗ |
| 127 | 2003 | Steven A. Murphy Vice President of Franchise Management | 134.8K | 33.8K | — | 10.0K | — | 6.2K | 184.8K | 5.41% | ↗ |
| 128 | 2003 | John L. Morgan Chairman of the Board and Chief Executive Officer | 100.0K | — | — | — | — | 3.8K | 103.8K | 0.00% | ↗ |
| 129 | 2002 | Stephen M. Briggs President and Chief Operating Officer | 275.0K | 103.1K | — | 20.0K | — | 7.0K | 405.1K | 4.94% | ↗ |
| 130 | 2002 | Mark T. Hooley Vice President and General Counsel | 139.6K | 52.5K | — | 15.0K | — | 6.9K | 214.0K | 7.01% | ↗ |
| 131 | 2002 | Steven A. Murphy Director of Play It Again Sports ® | 140.1K | 46.9K | — | 10.0K | — | 2.6K | 199.6K | 5.01% | ↗ |
| 132 | 2002 | Steven A. Murphy Vice President of Franchise Management | 140.1K | 46.9K | — | 10.0K | — | 2.6K | 199.6K | 5.01% | ↗ |
| 133 | 2002 | Paul F. Kelly Vice President of Financial Services | 120.0K | 45.0K | — | — | — | 3.1K | 168.1K | 0.00% | ↗ |
| 134 | 2002 | Rebecca J. Geyer Vice President of Franchise Management | 115.2K | 33.6K | — | 10.0K | — | 5.7K | 164.6K | 6.08% | ↗ |
| 135 | 2002 | John L. Morgan Chairman of the Board and Chief Executive Officer | 100.0K | — | — | — | — | 4.0K | 104.0K | 0.00% | ↗ |
| 136 | 2002 | Brett D. Heffes Chief Financial Officer and Treasurer | 2.00 | 13.8K | — | 45.0K | — | — | 58.8K | 76.59% | ↗ |
| 137 | 2001 | Stephen M. Briggs President and Chief Operating Officer | 250.0K | 112.5K | — | 50.0K | — | 1.0K | 413.5K | 12.09% | ↗ |
| 138 | 2001 | Mark T. Hooley Vice President and General Counsel | 123.4K | 56.3K | — | 25.0K | — | 2.6K | 207.2K | 12.07% | ↗ |
| 139 | 2001 | Paul F. Kelly Vice President of Financial Services | 116.0K | 52.2K | — | 20.0K | — | — | 188.2K | 10.63% | ↗ |
| 140 | 2001 | Rebecca J. Geyer Vice President of Franchise Management | 86.1K | 42.5K | — | 30.0K | — | 4.2K | 162.8K | 18.43% | ↗ |
| 141 | 2001 | John L. Morgan Chairman of the Board and Chief Executive Officer | 93.3K | — | — | — | — | 3.3K | 96.6K | 0.00% | ↗ |
| 142 | 2001 | Steven A. Murphy Vice President of Franchise Management | 32.7K | 15.0K | — | 10.0K | — | — | 57.7K | 17.33% | ↗ |
| 143 | 2001 | Steven A. Murphy Director of Play It Again Sports ® | 32.7K | 15.0K | — | 10.0K | — | — | 57.7K | 17.33% | ↗ |
| 144 | 2000 | John L. Morgan Chairman of the Board and Chief Executive Officer | 37.9K | — | — | 600.0K | — | — | 637.9K | 94.06% | ↗ |
| 145 | 2000 | Mark T. Hooley Vice President and General Counsel | 74.7K | 24.9K | — | 20.0K | — | — | 119.7K | 16.72% | ↗ |
| 146 | 2000 | Paul F. Kelly Vice President of Financial Services | 40.0K | 11.2K | — | — | — | 11.0K | 62.2K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brett D. Heffes | Chairman & Chief Executive Officer | 1M | male |
| Anthony D. Ishaug | CFO & Treasurer | 953.2K | male |
| Renae Gaudette | Chief Operating Officer | 685.7K | female |
| Lisa Hake | Chief Marketing Officer | 203.8K | female |
ESG Rating
ESG Score History SPECIALTY RETAIL
Benchmark vs Sector
Senate Trading Activity
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House Trading Activity
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Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for WINA
Short-term intention
Target Price Distribution
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