Worthington Industries, Inc. (WOR)
Columbus, OH, US
Worthington Industries, Inc. is an industrial manufacturing firm operating internationally, with a strong foothold in North America. The company's primary focus areas include value-added steel processing, the production of various consumer goods, building materials, and innovative sustainable mobility solutions. Its operations are organized into four distinct divisions: Steel Processing, Consumer Products, Building Products, and Sustainable Energy Solutions. The Steel Processing division specializes in refining flat-rolled steel, supplying it to a diverse range of sectors such as automotive, aerospace, agriculture, appliance manufacturing, construction, energy, and heavy-truck industries. This segment also provides contract steel processing services to steel mills, major industrial consumers, and distribution centers. Through its Consumer Products segment, Worthington offers a variety of tools, outdoor living accessories, and celebration-themed items. These products are sold under popular brands like Coleman, Bernzomatic, Balloon Time, Mag-Torch, General, Garden-Weasel, Pactool International, Hawkeye, Worthington Pro Grade, and Level5. The Building Products segment is dedicated to supplying specialized items such as refrigerant and LPG cylinders, along with well water and expansion tanks, primarily to gas producers and distributors. Worthington's Sustainable Energy Solutions division provides comprehensive on-board fueling systems and related services, in addition to gas containment solutions and services designed for the safe storage, transportation, and distribution of industrial gases. Founded in 1955, the company maintains its corporate headquarters in Columbus, Ohio.
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1957-03-04 | — | Active |
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.85% | +2.29% | +4.61% | +1.36% | +3.48% | +10.08% | -3.68% | +64.08% | +33.86% | +146.50% | +25,137.84% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
65.00
+16.8%
|
| Last Year | 4 |
72.00
+29.4%
|
| All Time | 8 |
60.26
+8.3%
|
-
Revenue growth Manufacturing - Metal Fabrication: +10.4%+19.8% ★ Q2'26: +16.9% (vs Q2'25)
-
EPS growth Manufacturing - Metal Fabrication: +16.7%+65.6% ★ Q2'26: +1,177.4% (vs Q2'25)
-
FCF margin FCF growth · Manufacturing - Metal Fabrication: +40.8%+5.6% Q2'26: +19.3% (vs Q2'25)
-
EBIT margin Manufacturing - Metal Fabrication: +8.3%+0.0% Q2'26: +0.0% (vs Q2'25)
-
ROIC Manufacturing - Metal Fabrication: +6.2%+0.0% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Manufacturing - Metal Fabrication: +0.0%-2.1% ★ Q2'26: -2.4% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Manufacturing - Metal Fabrication: 0.46×4.59× Q2'26: 3.78× (vs Q2'25)
* 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 |
May 1998 actual |
May 1999 actual |
May 2000 actual |
May 2001 actual |
May 2002 actual |
May 2003 actual |
May 2004 actual |
May 2005 actual |
May 2006 actual |
May 2007 actual |
May 2008 actual |
May 2009 actual |
May 2010 actual |
May 2011 actual |
May 2012 actual |
May 2013 actual |
May 2014 actual |
May 2015 actual |
May 2016 actual |
May 2017 actual |
May 2018 actual |
May 2019 actual |
May 2020 actual |
May 2021 actual |
May 2022 actual |
May 2023 actual |
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May 2025 actual |
May 2026 4 Rev. Ana. 3 EPS Ana. |
May 2027 4 Rev. Ana. 3 EPS Ana. |
May 2028 3 Rev. Ana. 2 EPS Ana. |
May 2029 1 Rev. Ana. 1 EPS Ana. |
May 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.62B
est: 1.93B (-15.9%)
|
1.76B
est: 1.26B (+39.5%)
|
1.96B
est: 1.68B (+16.9%)
|
1.83B
est: 2.00B (-8.7%)
|
1.74B
est: 1.70B (+2.9%)
|
2.22B
est: 1.92B (+15.6%)
|
2.38B
est: 3.32B (-28.4%)
|
3.08B
est: 2.19B (+40.4%)
|
2.90B
est: 3.07B (-5.7%)
|
2.97B
est: 3.25B (-8.5%)
|
3.07B
est: 2.94B (+4.3%)
|
2.63B
est: 7.17B (-63.3%)
|
1.94B
est: 681.56M (+185.1%)
|
2.44B
est: 2.70B (-9.7%)
|
2.53B
est: 2.29B (+10.5%)
|
2.61B
est: 2.31B (+13.3%)
|
3.13B
est: 2.74B (+14.0%)
|
3.38B
est: 3.35B (+1.0%)
|
2.82B
est: 2.80B (+0.8%)
|
3.01B
est: 2.95B (+2.0%)
|
3.58B
est: 3.50B (+2.4%)
|
3.76B
est: 3.81B (-1.3%)
|
3.06B
est: 3.09B (-1.1%)
|
3.17B
est: 3.20B (-1.0%)
|
5.24B
est: 5.05B (+3.8%)
|
1.42B
est: 4.91B (-71.1%)
|
1.25B
est: 1.19B (+4.6%)
|
1.15B
est: 1.14B (+1.4%)
|
1.40B
1.37B – 1.41B
+22.8% YoY
|
1.49B
1.47B – 1.50B
+6.4% YoY
|
1.55B
1.52B – 1.57B
+4.3% YoY
|
1.59B
1.56B – 1.61B
+2.6% YoY
|
1.66B
1.63B – 1.68B
+4.5% YoY
|
| EBITDA |
197.00M
est: 207.09M (-4.9%)
|
224.70M
est: 210.38M (+6.8%)
|
228.11M
est: 173.70M (+31.3%)
|
142.24M
est: 175.24M (-18.8%)
|
189.00M
est: 131.40M (+43.8%)
|
195.13M
est: 63.36M (+208.0%)
|
246.89M
est: 159.89M (+54.4%)
|
371.10M
est: 214.28M (+73.2%)
|
298.14M
est: 276.60M (+7.8%)
|
249.38M
est: 282.79M (-11.8%)
|
230.56M
est: 158.34M (+45.6%)
|
-61.16M
est: -1.24B (+95.1%)
|
152.34M
est: 117.41M (+29.8%)
|
254.66M
est: 148.61M (+71.4%)
|
248.60M
est: 223.71M (+11.1%)
|
287.68M
est: 241.95M (+18.9%)
|
319.32M
est: 298.86M (+6.8%)
|
231.38M
est: 350.46M (-34.0%)
|
332.47M
est: 157.31M (+111.4%)
|
413.51M
est: 320.96M (+28.8%)
|
350.70M
est: 394.11M (-11.0%)
|
339.96M
est: 384.88M (-11.7%)
|
235.03M
est: 284.21M (-17.3%)
|
1.03B
est: 551.19M (+87.6%)
|
643.81M
est: 944.62M (-31.8%)
|
291.36M
est: 474.48M (-38.6%)
|
156.49M
est: 222.82M (-29.8%)
|
179.37M
est: 212.76M (-15.7%)
|
261.22M
256.79M – 264.19M
+22.8% YoY
|
277.89M
274.19M – 279.74M
+6.4% YoY
|
289.73M
284.81M – 293.02M
+4.3% YoY
|
297.39M
292.34M – 300.77M
+2.6% YoY
|
310.88M
305.60M – 314.41M
+4.5% YoY
|
| EBIT |
135.50M
est: 156.30M (-13.3%)
|
146.20M
est: 115.99M (+26.0%)
|
169.49M
est: 149.31M (+13.5%)
|
71.66M
est: 112.89M (-36.5%)
|
120.12M
est: 68.22M (+76.1%)
|
125.71M
est: 34.71M (+262.2%)
|
179.59M
est: 79.82M (+125.0%)
|
313.23M
est: 156.80M (+99.8%)
|
239.03M
est: 187.06M (+27.8%)
|
187.91M
est: 166.60M (+12.8%)
|
167.15M
est: 66.37M (+151.8%)
|
-125.23M
est: -1.43B (+91.3%)
|
87.69M
est: -201.31M (+143.6%)
|
193.60M
est: 21.09M (+818.1%)
|
192.72M
est: 96.88M (+98.9%)
|
221.21M
est: 112.62M (+96.4%)
|
239.59M
est: 123.46M (+94.1%)
|
146.29M
est: 169.00M (-13.4%)
|
247.78M
est: 9.41M (+2,534.2%)
|
326.71M
est: 149.65M (+118.3%)
|
247.34M
est: 205.99M (+20.1%)
|
244.36M
est: 152.80M (+59.9%)
|
142.79M
est: 75.63M (+88.8%)
|
946.35M
est: 9.09M (+10,305.2%)
|
545.60M
est: 709.80M (-23.1%)
|
178.56M
est: 223.20M (-20.0%)
|
75.78M
est: 167.43M (-54.7%)
|
131.11M
est: 159.87M (-18.0%)
|
196.28M
192.95M – 198.52M
+22.8% YoY
|
208.81M
206.03M – 210.20M
+6.4% YoY
|
217.71M
214.01M – 220.18M
+4.3% YoY
|
223.46M
219.67M – 226.00M
+2.6% YoY
|
233.60M
229.63M – 236.25M
+4.5% YoY
|
| Net Income |
118.40M
est: 93.32M (+26.9%)
|
54.90M
est: 105.27M (-47.8%)
|
94.15M
est: 55.32M (+70.2%)
|
35.57M
est: 64.34M (-44.7%)
|
6.50M
est: 39.56M (-83.6%)
|
75.18M
est: 1.81M (+4,047.7%)
|
86.75M
est: 52.61M (+64.9%)
|
179.41M
est: 114.78M (+56.3%)
|
145.99M
est: 144.17M (+1.3%)
|
113.91M
est: 144.50M (-21.2%)
|
107.08M
est: 71.69M (+49.4%)
|
-108.21M
est: -1.10B (+90.2%)
|
45.24M
est: -53.44M (+184.7%)
|
115.07M
est: 39.34M (+192.5%)
|
115.60M
est: 102.12M (+13.2%)
|
136.44M
est: 118.42M (+15.2%)
|
151.30M
est: 146.19M (+3.5%)
|
76.79M
est: 153.17M (-49.9%)
|
143.72M
est: 45.69M (+214.6%)
|
204.52M
est: 162.17M (+26.1%)
|
194.79M
est: 184.70M (+5.5%)
|
153.46M
est: 224.82M (-31.7%)
|
78.80M
est: 112.71M (-30.1%)
|
723.80M
est: 357.14M (+102.7%)
|
379.39M
est: 214.57M (+76.8%)
|
256.53M
est: 288.55M (-11.1%)
|
110.62M
est: 28.80M (+284.1%)
|
96.05M
est: 142.28M (-32.5%)
|
172.25M
170.23M – 174.27M
+21.1% YoY
|
195.06M
194.31M – 195.81M
+13.2% YoY
|
216.06M
214.29M – 217.84M
+10.8% YoY
|
225.30M
222.57M – 230.96M
+4.3% YoY
|
243.64M
238.26M – 247.24M
+8.1% YoY
|
| SGA |
117.10M
est: 136.23M (-14.0%)
|
148.00M
est: 108.57M (+36.3%)
|
163.66M
est: 146.88M (+11.4%)
|
173.26M
est: 167.02M (+3.7%)
|
165.89M
est: 166.15M (-0.2%)
|
182.69M
est: 151.70M (+20.4%)
|
195.79M
est: 202.05M (-3.1%)
|
225.92M
est: 155.46M (+45.3%)
|
214.03M
est: 210.05M (+1.9%)
|
232.49M
est: 245.92M (-5.5%)
|
231.60M
est: 219.28M (+5.6%)
|
210.05M
est: 457.59M (-54.1%)
|
218.32M
est: 634.44M (-65.6%)
|
235.20M
est: 244.80M (-3.9%)
|
227.97M
est: 201.34M (+13.2%)
|
255.14M
est: 213.92M (+19.3%)
|
298.54M
est: 278.77M (+7.1%)
|
291.86M
est: 318.91M (-8.5%)
|
297.40M
est: 257.21M (+15.6%)
|
316.37M
est: 261.56M (+21.0%)
|
365.89M
est: 353.07M (+3.6%)
|
338.39M
est: 412.22M (-17.9%)
|
328.11M
est: 361.41M (-9.2%)
|
350.49M
est: 249.80M (+40.3%)
|
397.64M
est: 857.43M (-53.6%)
|
287.12M
est: 347.60M (-17.4%)
|
283.47M
est: 202.26M (+40.2%)
|
268.41M
est: 193.12M (+39.0%)
|
237.11M
233.08M – 239.80M
+22.8% YoY
|
252.24M
248.88M – 253.92M
+6.4% YoY
|
262.99M
258.52M – 265.98M
+4.3% YoY
|
269.94M
265.36M – 273.01M
+2.6% YoY
|
282.18M
277.40M – 285.39M
+4.5% YoY
|
| EPS |
1.22
est: 0.98 (+24.5%)
|
0.59
est: 0.81 (-27.2%)
|
1.06
est: 0.86 (+23.3%)
|
0.42
est: 0.81 (-48.1%)
|
0.08
est: 0.52 (-84.6%)
|
0.88
est: 0.69 (+28.5%)
|
1.01
est: 0.93 (+9.2%)
|
2.05
est: 1.38 (+49.1%)
|
1.65
est: 1.62 (+1.9%)
|
1.32
est: 1.77 (-25.4%)
|
1.32
est: 1.01 (+30.7%)
|
-1.37
est: 3.12 (-143.9%)
|
0.57
est: 0.33 (+72.7%)
|
1.54
est: 1.01 (+52.5%)
|
1.66
est: 1.42 (+16.9%)
|
1.97
est: 1.48 (+33.1%)
|
2.19
est: 2.23 (-1.8%)
|
1.16
est: 1.25 (-7.0%)
|
2.30
est: 1.39 (+65.3%)
|
3.28
est: 1.93 (+69.8%)
|
3.20
est: 1.89 (+69.5%)
|
2.68
est: 1.70 (+57.9%)
|
1.43
est: 1.27 (+12.4%)
|
13.73
est: 2.91 (+371.9%)
|
7.60
est: 4.28 (+77.6%)
|
5.28
est: 3.08 (+71.5%)
|
2.25
est: 0.58 (+285.6%)
|
1.94
est: 2.85 (-31.9%)
|
3.44
3.40 – 3.48
+20.6% YoY
|
3.90
3.88 – 3.91
+13.4% YoY
|
4.31
4.27 – 4.35
+10.6% YoY
|
4.54
4.44 – 4.61
+5.3% YoY
|
4.86
4.75 – 4.93
+7.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
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 | (. | 15.55M | 11.00% | 15.55M | — | 15.55M | — | IN | United States | 2003-02-14 | ↗ |
| 2 | John McConnell | 14.06M | 16.70% | — | — | — | — | IN | : | 2007-02-08 | ↗ |
| 3 | John H. McConnell | 14.06M | 15.90% | — | — | — | — | IN | : | 2006-02-09 | ↗ |
| 4 | 25-1894430 | 6.58M | 7.36% | — | — | — | — | IA | : | 2007-02-05 | ↗ |
| 5 | Worthington Industries, Inc. | 6.00M | 27.40% | 6.00M | — | 6.00M | — | CO | State of Delaware | 1997-02-14 | ↗ |
| 6 | BlackRock for purposes of Schedule 13G filings. | 5.02M | 6.35% | 5.02M | — | 5.02M | — | HC | Delaware | 2010-01-29 | ↗ |
| 7 | 943112180 | 4.32M | 5.06% | 4.17M | — | 4.32M | — | BK | U.S.A. | 2002-02-14 | ↗ |
| 8 | (1) BlackRock, Inc. | 4.04M | 8.00% | 3.91M | — | 4.04M | — | HC | Delaware | 2022-02-01 | ↗ |
| 9 | Snow Capital Management, L.P. | 3.40M | 4.29% | — | — | — | — | IA | : | 2008-04-03 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 3.32M | 6.59% | — | 28.9K | 3.26M | 54.3K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 11 | Barclays Global Fund Advisors | 503.5K | 0.59% | 499.9K | — | 503.5K | — | BK | U.S.A. | 2002-02-14 | ↗ |
| 12 | Barclays Global Investors, LTD. | 58.7K | 0.07% | 58.7K | — | 58.7K | — | BK | United Kingdom | 2002-02-14 | ↗ |
| 13 | Barclays Trust and Banking Company (Japan) Ltd. | 1.0K | 0.00% | 1.0K | — | 1.0K | — | BK | Japan | 2002-02-14 | ↗ |
| 14 | Barclays Capital Securities, Ltd. | 500.00 | 0.00% | 500.00 | — | 500.00 | — | BK | United Kingdom | 2002-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 771.6K +771.6K (+100.0%) | 39.79B +39.8B (+100.0%) | 1.57% +1.568 pp | 0.06% +0.060 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 5.11M -20.5K (-0.4%) | 263.63M -21.2M (-7.4%) | 10.39% -0.031 pp | 0.00% -0.001 pp | USD43.52 +18.5% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 3.70M -56.7K (-1.5%) | 190.64M -17.6M (-8.5%) | 7.51% -0.107 pp | 0.00% 0.000 pp | USD23.99 +115.0% | 84 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 1.62M -74.7K (-4.4%) | 83.49M -10.5M (-11.2%) | 3.29% -0.148 pp | 0.02% -0.003 pp | USD24.14 +113.6% | 51 qtrs — |
| 5 | STATE STREET CORP | 1.20M -15.9K (-1.3%) | 61.75M -5.6M (-8.3%) | 2.43% -0.030 pp | 0.00% 0.000 pp | USD28.95 +78.1% | 51 qtrs — |
| 6 | AMERICAN CENTURY COMPANIES INC | 813.5K -195.0K (-19.3%) | 41.95M -14.0M (-25.0%) | 1.65% -0.394 pp | 0.02% -0.007 pp | USD51.89 -0.6% | 24 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 768.0K +4.7K (+0.6%) | 39.61M -2.7M (-6.5%) | 1.56% +0.011 pp | 0.00% 0.000 pp | USD31.45 +64.0% | 78 qtrs — |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 513.6K +32.1K (+6.7%) | 26.49M -232.5K (-0.9%) | 1.04% +0.066 pp | 0.02% -0.001 pp | USD58.22 -11.4% | 4 qtrs — |
| 9 | MORGAN STANLEY | 504.8K -21.6K (-4.1%) | 26.03M -3.2M (-10.9%) | 1.03% -0.043 pp | 0.00% 0.000 pp | USD41.64 +23.8% | 51 qtrs — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 452.6K -38.1K (-7.8%) | 23.34M -3.9M (-14.3%) | 0.92% -0.076 pp | 0.00% -0.001 pp | USD26.09 +97.7% | 100 qtrs — |
| 11 | FISHER ASSET MANAGEMENT, LLC | 436.7K +93.1K (+27.1%) | 22.52M +3.5M (+18.1%) | 0.89% +0.190 pp | 0.01% +0.001 pp | USD45.49 +13.4% | 31 qtrs — |
| 12 | CAPITAL INTERNATIONAL INVESTORS | 416.7K +— (+0.0%) | 21.49M -1.6M (-7.1%) | 0.85% +0.001 pp | 0.00% 0.000 pp | USD53.00 -2.7% | 9 qtrs — |
| 13 | PRUDENTIAL FINANCIAL INC | 409.6K -77.0K (-15.8%) | 21.12M -5.9M (-21.8%) | 0.83% -0.155 pp | 0.03% -0.007 pp | USD56.25 -8.3% | 12 qtrs — |
| 14 | WINDSOR ADVISORY GROUP, LLC | 372.3K +78.2K (+26.6%) | 19.20M +2.9M (+17.6%) | 0.76% +0.160 pp | 17.13% +2.691 pp | USD54.67 -5.7% | 2 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 352.6K -46.9K (-11.7%) | 18.18M -4.0M (-18.0%) | 0.72% -0.095 pp | 0.00% -0.001 pp | USD22.28 +131.5% | 66 qtrs — |
| 16 | NORTHERN TRUST CORP | 334.7K -21.0K (-5.9%) | 17.26M -2.5M (-12.5%) | 0.68% -0.042 pp | 0.00% 0.000 pp | USD22.91 +125.1% | 51 qtrs — |
| 17 | AMERIPRISE FINANCIAL INC | 291.9K -6.4K (-2.1%) | 15.05M -1.5M (-9.0%) | 0.59% -0.012 pp | 0.00% 0.000 pp | USD45.89 +12.4% | 56 qtrs — |
| 18 | QUBE RESEARCH & TECHNOLOGIES LTD | 268.9K +152.9K (+131.8%) | 13.87M +7.4M (+115.4%) | 0.55% +0.311 pp | 0.01% +0.007 pp | USD53.26 -3.2% | 2 qtrs — |
| 19 | INVESCO LTD. | 259.8K -12.8K (-4.7%) | 13.40M -1.7M (-11.4%) | 0.53% -0.025 pp | 0.00% 0.000 pp | USD46.16 +11.7% | 57 qtrs — |
| 20 | GOLDMAN SACHS GROUP INC | 212.1K +5.5K (+2.6%) | 10.94M -528.2K (-4.6%) | 0.43% +0.012 pp | 0.00% 0.000 pp | USD38.54 +33.8% | 73 qtrs — |
| 21 | KEYBANK NATIONAL ASSOCIATION/OH | 208.4K +208.4K (+100.0%) | 10.75M +10.7M (+100.0%) | 0.42% +0.424 pp | 0.04% +0.039 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 22 | LSV ASSET MANAGEMENT | 207.2K +207.2K (+100.0%) | 10.68M +10.7M (+100.0%) | 0.42% +0.421 pp | 0.02% +0.023 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 23 | LORD, ABBETT & CO. LLC | 185.6K -11.0K (-5.6%) | 9.57M -1.3M (-12.3%) | 0.38% -0.022 pp | 0.03% -0.003 pp | USD40.69 +26.7% | 6 qtrs — |
| 24 | BANK OF AMERICA CORP /DE/ | 185.0K +16.7K (+9.9%) | 9.54M +199.0K (+2.1%) | 0.38% +0.034 pp | 0.00% +0.000 pp | USD40.75 +26.6% | 52 qtrs — |
| 25 | FMR LLC | 151.4K +71.8K (+90.3%) | 7.81M +3.4M (+76.9%) | 0.31% +0.146 pp | 0.00% +0.000 pp | USD53.36 -3.4% | 33 qtrs — |
| 26 | PRINCIPAL FINANCIAL GROUP INC | 149.3K -2.3K (-1.5%) | 7.70M -714.5K (-8.5%) | 0.30% -0.004 pp | 0.00% 0.000 pp | USD31.27 +64.9% | 81 qtrs — |
| 27 | SQUAREPOINT OPS LLC | 146.1K +45.3K (+44.9%) | 7.53M +1.9M (+34.6%) | 0.30% +0.092 pp | 0.01% +0.002 pp | USD54.27 -5.0% | 8 qtrs — |
| 28 | MILLENNIUM MANAGEMENT LLC | 133.7K +77.7K (+138.6%) | 6.90M +3.8M (+121.8%) | 0.27% +0.158 pp | 0.00% +0.002 pp | USD48.61 +6.1% | 33 qtrs — |
| 29 | NUVEEN, LLC | 130.0K -138.6K (-51.6%) | 6.71M -8.2M (-55.0%) | 0.26% -0.281 pp | 0.00% -0.002 pp | USD59.71 -13.6% | 4 qtrs — |
| 30 | TWO SIGMA INVESTMENTS, LP | 124.8K +71.1K (+132.3%) | 6.43M +3.5M (+115.9%) | 0.25% +0.145 pp | 0.01% +0.005 pp | USD51.53 +0.1% | 11 qtrs — |
| 31 | JPMORGAN CHASE & CO | 120.3K +43.2K (+56.0%) | 6.20M +1.9M (+45.0%) | 0.24% +0.088 pp | 0.00% +0.000 pp | USD46.84 +10.1% | 51 qtrs — |
| 32 | FIL LTD | 111.9K +— (+0.0%) | 5.77M -438.5K (-7.1%) | 0.23% +0.000 pp | 0.00% -0.001 pp | USD40.79 +26.4% | 22 qtrs — |
| 33 | HILLSDALE INVESTMENT MANAGEMENT INC. | 108.7K +— (+0.0%) | 5.61M -426.2K (-7.1%) | 0.22% +0.000 pp | 0.15% -0.027 pp | USD62.46 -17.4% | 3 qtrs — |
| 34 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 108.2K -14.2K (-11.6%) | 5.58M -1.2M (-17.8%) | 0.22% -0.029 pp | 0.02% -0.006 pp | USD54.21 -4.9% | 9 qtrs — |
| 35 | TEACHER RETIREMENT SYSTEM OF TEXAS | 107.0K +42.8K (+66.6%) | 5.52M +2.0M (+54.8%) | 0.22% +0.087 pp | 0.02% +0.005 pp | USD53.70 -4.0% | 12 qtrs — |
| 36 | AQR CAPITAL MANAGEMENT LLC | 97.5K +52.8K (+118.0%) | 5.03M +2.5M (+102.6%) | 0.20% +0.107 pp | 0.00% +0.001 pp | USD52.91 -2.5% | 74 qtrs — |
| 37 | NFJ INVESTMENT GROUP, LLC | 95.7K +69.5K (+264.8%) | 4.94M +3.5M (+239.0%) | 0.19% +0.141 pp | 0.18% +0.128 pp | USD52.64 -2.0% | 2 qtrs — |
| 38 | RHUMBLINE ADVISERS | 94.6K -7.5K (-7.4%) | 4.88M -788.2K (-13.9%) | 0.19% -0.015 pp | 0.00% -0.001 pp | USD23.78 +116.9% | 55 qtrs — |
| 39 | NORGES BANK | 92.2K +92.2K (+100.0%) | 4.75M +4.8M (+100.0%) | 0.19% +0.187 pp | 0.00% +0.001 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 40 | DE LISLE PARTNERS LLP | 88.3K +4.3K (+5.1%) | 4.55M -110.1K (-2.4%) | 0.18% +0.009 pp | 0.59% +0.013 pp | USD59.10 -12.7% | 8 qtrs — |
| 41 | LEGAL & GENERAL GROUP PLC | 85.9K -1.6K (-1.8%) | 4.43M -423.2K (-8.7%) | 0.17% -0.003 pp | 0.00% 0.000 pp | USD29.55 +74.5% | 60 qtrs — |
| 42 | VICTORY CAPITAL MANAGEMENT INC | 85.9K +22.0K (+34.5%) | 4.43M +885.1K (+25.0%) | 0.17% +0.045 pp | 0.00% +0.000 pp | USD51.51 +0.1% | 33 qtrs — |
| 43 | STIFEL FINANCIAL CORP | 85.7K -7.7K (-8.2%) | 4.42M -763.1K (-14.7%) | 0.17% -0.015 pp | 0.00% -0.001 pp | USD63.64 -19.0% | 3 qtrs — |
| 44 | D. E. SHAW & CO., INC. | 80.9K -22.6K (-21.8%) | 4.17M -1.6M (-27.4%) | 0.16% -0.046 pp | 0.00% -0.001 pp | USD63.29 -18.5% | 4 qtrs — |
| 45 | UBS GROUP AG | 80.0K -2.1K (-2.5%) | 4.13M -429.1K (-9.4%) | 0.16% -0.004 pp | 0.00% +0.000 pp | USD42.99 +20.0% | 45 qtrs — |
| 46 | VELA INVESTMENT MANAGEMENT, LLC | 78.3K +39.7K (+103.0%) | 4.04M +1.9M (+88.6%) | 0.16% +0.081 pp | 0.95% +0.428 pp | USD47.49 +8.6% | 5 qtrs — |
| 47 | VONTOBEL HOLDING LTD. | 78.1K -7.1K (-8.3%) | 4.03M -698.2K (-14.8%) | 0.16% -0.014 pp | 0.01% -0.002 pp | USD35.10 +46.9% | 21 qtrs — |
| 48 | CAPITOLIS LIQUID GLOBAL MARKETS LLC | 78.0K -19.2K (-19.8%) | 4.02M -1.4M (-25.4%) | 0.16% -0.039 pp | 0.02% -0.019 pp | USD55.49 -7.1% | 2 qtrs — |
| 49 | SMITHFIELD TRUST CO | 76.1K +— (+0.0%) | 3.93M -298.0K (-7.1%) | 0.15% +0.000 pp | 0.17% -0.015 pp | USD39.79 +29.6% | 33 qtrs — |
| 50 | MIDWEST TRUST CO | 75.7K -1.8K (-2.3%) | 3.90M -395.3K (-9.2%) | 0.15% -0.003 pp | 0.05% -0.007 pp | USD63.64 -19.0% | 3 qtrs — |
| 51 | WELLINGTON MANAGEMENT GROUP LLP | 75.2K +2.5K (+3.5%) | 3.88M -153.6K (-3.8%) | 0.15% +0.005 pp | 0.00% +0.000 pp | USD41.04 +25.7% | 31 qtrs — |
| 52 | TWO SIGMA ADVISERS, LP | 73.3K +53.2K (+264.7%) | 3.78M +2.7M (+238.9%) | 0.15% +0.108 pp | 0.01% +0.005 pp | USD52.64 -2.0% | 2 qtrs — |
| 53 | WEDGE CAPITAL MANAGEMENT L L P/NC | 72.6K +3.3K (+4.7%) | 3.74M -101.9K (-2.7%) | 0.15% +0.007 pp | 0.07% +0.002 pp | USD32.80 +57.2% | 15 qtrs — |
| 54 | DEUTSCHE BANK AG\ | 71.3K -25.1K (-26.1%) | 3.68M -1.7M (-31.3%) | 0.14% -0.051 pp | 0.00% -0.001 pp | USD45.33 +13.8% | 50 qtrs — |
| 55 | CITADEL ADVISORS LLC | 70.8K +35.3K (+99.4%) | 3.65M +1.7M (+85.3%) | 0.14% +0.072 pp | 0.00% +0.000 pp | USD49.62 +3.9% | 38 qtrs — |
| 56 | BARCLAYS PLC | 69.2K -59.0K (-46.0%) | 3.57M -1.7M (-32.8%) | 0.14% -0.120 pp | 0.00% -0.001 pp | USD56.06 -8.0% | 51 qtrs — |
| 57 | SWISS NATIONAL BANK | 63.7K +800.0 (+1.3%) | 3.29M -205.3K (-5.9%) | 0.13% +0.002 pp | 0.00% 0.000 pp | USD23.52 +119.3% | 51 qtrs — |
| 58 | WELLS FARGO & COMPANY/MN | 62.1K +12.1K (+24.3%) | 3.20M +430.1K (+15.5%) | 0.13% +0.025 pp | 0.00% +0.000 pp | USD49.77 +3.6% | 57 qtrs — |
| 59 | VERITION FUND MANAGEMENT LLC | 59.3K +35.8K (+152.3%) | 3.06M +1.8M (+134.4%) | 0.12% +0.073 pp | 0.01% +0.007 pp | USD48.94 +5.4% | 11 qtrs — |
| 60 | LECLAIR WEALTH PARTNERS LLC | 58.5K -100.0 (-0.2%) | 3.02M -235.0K (-7.2%) | 0.12% 0.000 pp | 1.75% -0.276 pp | USD40.22 +28.2% | 5 qtrs — |
| 61 | RAYMOND JAMES FINANCIAL INC | 58.3K -162.0 (-0.3%) | 3.01M -237.6K (-7.3%) | 0.12% 0.000 pp | 0.00% 0.000 pp | USD53.38 -3.4% | 5 qtrs — |
| 62 | NORDEA INVESTMENT MANAGEMENT AB | 56.7K +56.7K (+100.0%) | 2.91M +2.9M (+100.0%) | 0.12% +0.115 pp | 0.00% +0.003 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 63 | BESSEMER GROUP INC | 55.8K +55.4K (+13,071.7%) | 2.88M +2.9M (+12,421.7%) | 0.11% +0.113 pp | 0.00% +0.004 pp | USD51.57 +0.0% | 6 qtrs — |
| 64 | SEGALL BRYANT & HAMILL, LLC | 54.7K +54.7K (+100.0%) | 2.82M +2.8M (+100.0%) | 0.11% +0.111 pp | 0.04% +0.038 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 65 | UBS ASSET MANAGEMENT AMERICAS INC | 50.1K -3.3K (-6.2%) | 2.58M -379.5K (-12.8%) | 0.10% -0.007 pp | 0.00% 0.000 pp | USD49.22 +4.8% | 56 qtrs — |
| 66 | LIDO ADVISORS, LLC | 44.3K +— (+0.0%) | 2.46M +— (+0.0%) | 0.09% +0.000 pp | 0.01% 0.000 pp | USD40.11 +28.6% | 5 qtrs — |
| 67 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 45.1K +3.0K (+7.2%) | 2.33M -10.0K (-0.4%) | 0.09% +0.006 pp | 0.00% +0.000 pp | USD24.11 +113.9% | 51 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 42.4K +5.3K (+14.2%) | 2.19M +126.4K (+6.1%) | 0.09% +0.011 pp | 0.00% +0.000 pp | USD29.20 +76.6% | 61 qtrs — |
| 69 | DARK FOREST CAPITAL MANAGEMENT LP | 41.6K -35.7K (-46.1%) | 2.15M -2.1M (-49.9%) | 0.08% -0.072 pp | 0.10% -0.031 pp | USD50.21 +2.7% | 7 qtrs — |
| 70 | Y-INTERCEPT (HONG KONG) LTD | 41.1K +33.2K (+421.0%) | 2.12M +1.7M (+384.2%) | 0.08% +0.068 pp | 0.05% +0.037 pp | USD52.51 -1.8% | 7 qtrs — |
| 71 | PEAK6 LLC | 40.0K -156.8K (-79.7%) | 2.06M -8.9M (-81.1%) | 0.08% -0.318 pp | 0.00% -0.012 pp | USD59.91 -13.9% | 4 qtrs — |
| 72 | RUSSELL INVESTMENTS GROUP, LTD. | 32.5K -4.3K (-11.6%) | 1.68M -364.4K (-17.9%) | 0.07% -0.009 pp | 0.00% -0.001 pp | USD38.55 +33.8% | 27 qtrs — |
| 73 | GERBER, LLC | 32.1K +— (+0.0%) | 1.66M -125.9K (-7.1%) | 0.07% +0.000 pp | 0.92% -0.196 pp | USD57.55 -10.4% | 9 qtrs — |
| 74 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 31.8K +429.0 (+1.4%) | 1.64M -100.2K (-5.7%) | 0.06% +0.001 pp | 0.00% 0.000 pp | USD51.15 +0.8% | 4 qtrs — |
| 75 | PNC FINANCIAL SERVICES GROUP, INC. | 31.6K +1.9K (+6.5%) | 1.63M -16.8K (-1.0%) | 0.06% +0.004 pp | 0.00% 0.000 pp | USD25.36 +103.4% | 51 qtrs — |
| 76 | NISA INVESTMENT ADVISORS, LLC | 30.5K -3.1K (-9.1%) | 1.57M -288.9K (-15.5%) | 0.06% -0.006 pp | 0.01% -0.002 pp | USD20.88 +147.0% | 69 qtrs — |
| 77 | PRICE T ROWE ASSOCIATES INC /MD/ | 30.5K +1.4K (+4.9%) | 1.57M -41.0K (-2.5%) | 0.06% +0.003 pp | 0.00% +0.000 pp | USD36.18 +42.5% | 75 qtrs — |
| 78 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30.1K -27.0 (-0.1%) | 1.55M -119.5K (-7.1%) | 0.06% +0.000 pp | 0.00% 0.000 pp | USD19.49 +164.6% | 52 qtrs — |
| 79 | CARDINAL CAPITAL MANAGEMENT | 29.3K +592.0 (+2.1%) | 1.51M -81.9K (-5.1%) | 0.06% +0.001 pp | 0.20% -0.020 pp | USD42.47 +21.4% | 22 qtrs — |
| 80 | JANNEY MONTGOMERY SCOTT LLC | 28.4K +912.0 (+3.3%) | 1.46M -61.0K (-4.0%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD30.75 +67.7% | 28 qtrs — |
| 81 | SG AMERICAS SECURITIES, LLC | 27.3K +14.6K (+114.5%) | 1.41M +701.0K (+99.3%) | 0.06% +0.030 pp | 0.00% -0.001 pp | USD52.08 -1.0% | 51 qtrs — |
| 82 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27.2K +21.5K (+377.2%) | 1.40M +1.1M (+343.5%) | 0.06% +0.044 pp | 0.00% +0.000 pp | USD50.83 +1.5% | 27 qtrs — |
| 83 | COMERICA BANK | 27.1K -1.1K (-3.8%) | 1.40M -166.0K (-10.6%) | 0.06% -0.002 pp | 0.01% 0.000 pp | USD40.02 +28.9% | 10 qtrs — |
| 84 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 27.0K +— (+0.0%) | 1.39M -87.0K (-5.9%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD33.45 +54.2% | 49 qtrs — |
| 85 | RENAISSANCE TECHNOLOGIES LLC | 26.8K -159.4K (-85.6%) | 1.38M -9.0M (-86.6%) | 0.05% -0.324 pp | 0.00% -0.012 pp | USD56.02 -7.9% | 19 qtrs — |
| 86 | CREATIVE PLANNING | 26.1K +4.3K (+19.6%) | 1.35M +134.9K (+11.1%) | 0.05% +0.009 pp | 0.00% +0.000 pp | USD39.26 +31.4% | 14 qtrs — |
| 87 | FIRST TRUST ADVISORS LP | 25.7K +13.7K (+115.3%) | 1.32M +661.7K (+100.0%) | 0.05% +0.028 pp | 0.00% +0.001 pp | USD48.12 +7.2% | 51 qtrs — |
| 88 | QUEST PARTNERS LLC | 25.1K +11.3K (+82.0%) | 1.30M +529.5K (+69.1%) | 0.05% +0.023 pp | 0.07% +0.022 pp | USD52.98 -2.7% | 7 qtrs — |
| 89 | FEDERATED HERMES, INC. | 25.0K +13.6K (+119.1%) | 1.29M +656.6K (+103.6%) | 0.05% +0.028 pp | 0.00% +0.001 pp | USD50.91 +1.3% | 4 qtrs — |
| 90 | LAZARD ASSET MANAGEMENT LLC | 24.9K -8.8K (-26.1%) | 1.28M -584.3K (-31.3%) | 0.05% -0.018 pp | 0.00% 0.000 pp | USD48.30 +6.8% | 9 qtrs — |
| 91 | RIVERWATER PARTNERS LLC | 24.0K +— (+0.0%) | 1.25M -86.0K (-6.5%) | 0.05% +0.000 pp | 0.48% -0.071 pp | USD55.49 -7.1% | 2 qtrs — |
| 92 | CANADA PENSION PLAN INVESTMENT BOARD | 22.4K -200.0 (-0.9%) | 1.16M -98.9K (-7.9%) | 0.05% 0.000 pp | 0.00% 0.000 pp | USD57.93 -11.0% | 4 qtrs — |
| 93 | ENGINEERS GATE MANAGER LP | 22.1K -13.2K (-37.3%) | 1.14M -818.6K (-41.8%) | 0.05% -0.027 pp | 0.01% -0.009 pp | USD50.32 +2.5% | 12 qtrs — |
| 94 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 22.1K +22.1K (+100.0%) | 1.14M +1.1M (+100.0%) | 0.04% +0.045 pp | 0.01% +0.009 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 95 | THRIVENT FINANCIAL FOR LUTHERANS | 21.5K -1.1K (-5.1%) | 1.11M -148.0K (-11.8%) | 0.04% -0.002 pp | 0.00% -0.001 pp | USD45.05 +14.5% | 40 qtrs — |
| 96 | JUPITER ASSET MANAGEMENT LTD | 19.7K +19.7K (+100.0%) | 1.01M +1.0M (+100.0%) | 0.04% +0.040 pp | 0.01% +0.008 pp | USD51.57 +0.0% | 1 qtrs NEW |
| 97 | FRANKLIN RESOURCES INC | 19.7K +440.0 (+2.3%) | 1.01M -52.7K (-4.9%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD51.71 -0.3% | 8 qtrs — |
| 98 | TIAA TRUST, NATIONAL ASSOCIATION | 19.7K +— (+0.0%) | 1.01M -77.0K (-7.1%) | 0.04% +0.000 pp | 0.00% 0.000 pp | USD38.11 +35.3% | 10 qtrs — |
| 99 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 19.4K +240.0 (+1.3%) | 999.0K -62.0K (-5.8%) | 0.04% +0.001 pp | 0.01% 0.000 pp | USD47.90 +7.7% | 28 qtrs — |
| 100 | BALYASNY ASSET MANAGEMENT L.P. | 19.2K +3.9K (+25.6%) | 992.0K +142.1K (+16.7%) | 0.04% +0.008 pp | 0.00% +0.000 pp | USD54.69 -5.7% | 8 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Distillate Small/Mid Cash Flow ETF DSMC | 0.58% | 759.1K | 0.55% |
| 2 | Invesco S&P SmallCap Industrials ETF PSCI | 0.55% | 1.01M | 0.29% |
| 3 | WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS | 0.49% | 1.95M | 0.38% |
| 4 | Acuitas Small Cap Active ETF AIMS | 0.35% | 259.7K | 0.75% |
| 5 | Lazard US Systematic Small Cap Equity ETF SYZ | 0.34% | 178.9K | 0.74% |
| 6 | Harbor Human Capital Factor US Small Cap ETF HAPS | 0.33% | 559.5K | 0.61% |
| 7 | Invesco S&P SmallCap Momentum ETF XSMO | 0.32% | 9.93M | 0.36% |
| 8 | Timothy Plan US Small Cap Core ETF TPSC | 0.24% | 785.6K | 0.52% |
| 9 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.23% | 1.35M | 0.29% |
| 10 | WisdomTree U.S. SmallCap Dividend Fund DES | 0.20% | 4.41M | 0.38% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,288 | D | ↗ |
| 2026-05-15 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 240 | D | ↗ |
| 2026-05-01 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,283 | D | ↗ |
| 2026-05-01 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 236 | D | ↗ |
| 2026-04-17 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,278 | D | ↗ |
| 2026-04-17 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 231 | D | ↗ |
| 2026-04-15 | HAYEK JOSEPH B | Director / Officer | G-Gift | D | Common Shares | 475 | 0.00 | — | 210,339 | D | ↗ |
| 2026-04-02 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,273 | D | ↗ |
| 2026-04-02 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 227 | D | ↗ |
| 2026-03-24 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 188 | 0.00 | — | 5,249 | D | ↗ |
| 2026-03-24 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 13 | 0.00 | — | 221 | D | ↗ |
| 2026-03-20 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 5,061 | D | ↗ |
| 2026-03-20 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 208 | D | ↗ |
| 2026-03-06 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,055 | D | ↗ |
| 2026-03-06 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 203 | D | ↗ |
| 2026-02-20 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,049 | D | ↗ |
| 2026-02-20 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 198 | D | ↗ |
| 2026-02-06 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,045 | D | ↗ |
| 2026-02-06 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 194 | D | ↗ |
| 2026-01-23 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,040 | D | ↗ |
| 2026-01-23 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 189 | D | ↗ |
| 2026-01-09 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,035 | D | ↗ |
| 2026-01-09 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 185 | D | ↗ |
| 2026-01-06 | Chiappone Charles M | Director | A-Award | A | Common Shares | 2,110 | 0.00 | — | 2,110 | D | ↗ |
| 2025-12-26 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,011 | D | ↗ |
| 2025-12-26 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 180 | D | ↗ |
| 2025-12-22 | HIGGINBOTHAM SONYA L | Officer | F-InKind | D | Common Shares | 292 | 52.79 | 15.4K | 18,738 | D | ↗ |
| 2025-12-22 | CHAN KEVIN J | Officer | F-InKind | D | Common Shares | 504 | 52.79 | 26.6K | 5,806 | D | ↗ |
| 2025-12-22 | BOWES JAMES R | Officer | F-InKind | D | Common Shares | 436 | 52.79 | 23.0K | 15,164 | D | ↗ |
| 2025-12-16 | Chiappone Charles M | Director | — | — | Common Shares | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-12-12 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,006 | D | ↗ |
| 2025-12-12 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 175 | D | ↗ |
| 2025-11-28 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 5,001 | D | ↗ |
| 2025-11-28 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 171 | D | ↗ |
| 2025-11-14 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,996 | D | ↗ |
| 2025-11-14 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 166 | D | ↗ |
| 2025-10-31 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,991 | D | ↗ |
| 2025-10-31 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 162 | D | ↗ |
| 2025-10-17 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,986 | D | ↗ |
| 2025-10-17 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 157 | D | ↗ |
| 2025-10-03 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,981 | D | ↗ |
| 2025-10-03 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 153 | D | ↗ |
| 2025-09-25 | WINLAND VIRGIL L | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 108,796 | D | ↗ |
| 2025-09-25 | VICKERS BILLY R | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 9,115 | D | ↗ |
| 2025-09-25 | Standridge Brantley J | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 4,465 | D | ↗ |
| 2025-09-25 | McConnell John H II | Director | P-Purchase | A | Common Shares | 45 | 53.31 | 2.4K | 37,675 | D | ↗ |
| 2025-09-25 | Heller Paul G | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 9,115 | D | ↗ |
| 2025-09-25 | HORTON OZEY K JR | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 46,803 | D | ↗ |
| 2025-09-25 | ENDRES MICHAEL J | Director | P-Purchase | A | Common Shares | 10,000 | 52.95 | 529.5K | 95,524 | D | ↗ |
| 2025-09-25 | DAVIS MARK C | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 47,294 | D | ↗ |
| 2025-09-25 | Blom David P | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 26,934 | D | ↗ |
| 2025-09-25 | BLYSTONE JOHN B | Director | A-Award | A | Common Shares | 4,035 | 0.00 | — | 173,010 | D | ↗ |
| 2025-09-25 | ANDERSON KERRII B | Director | A-Award | A | Common Shares | 2,815 | 0.00 | — | 74,149 | D | ↗ |
| 2025-09-23 | ANDERSON KERRII B | Director | A-Award | A | Phantom Stock | 286 | 0.00 | — | 12,450 | D | ↗ |
| 2025-09-22 | SOUZA COLIN J | Officer | F-InKind | D | Common Shares | 500 | 61.03 | 30.5K | 17,900 | D | ↗ |
| 2025-09-22 | CHAN KEVIN J | Officer | F-InKind | D | Common Shares | 239 | 61.03 | 14.6K | 6,310 | D | ↗ |
| 2025-09-19 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,959 | D | ↗ |
| 2025-09-19 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 148 | D | ↗ |
| 2025-09-05 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,955 | D | ↗ |
| 2025-09-05 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 144 | D | ↗ |
| 2025-08-22 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,950 | D | ↗ |
| 2025-08-22 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 140 | D | ↗ |
| 2025-08-08 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,947 | D | ↗ |
| 2025-08-08 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 137 | D | ↗ |
| 2025-07-25 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,943 | D | ↗ |
| 2025-07-25 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 133 | D | ↗ |
| 2025-07-11 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,939 | D | ↗ |
| 2025-07-11 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 129 | D | ↗ |
| 2025-07-01 | Kennedy Patrick J. | Officer | F-InKind | D | Common Shares | 1,500 | 64.48 | 96.7K | 29,322 | D | ↗ |
| 2025-07-01 | HIGGINBOTHAM SONYA L | Officer | F-InKind | D | Common Shares | 382 | 64.48 | 24.6K | 19,030 | D | ↗ |
| 2025-07-01 | HAYEK JOSEPH B | Director / Officer | F-InKind | D | Common Shares | 4,520 | 64.48 | 291.4K | 210,814 | D | ↗ |
| 2025-07-01 | Caravati Steven M | Officer | A-Award | A | Common Shares | 1,653 | 0.00 | — | 43,388 | D | ↗ |
| 2025-07-01 | BOWES JAMES R | Officer | F-InKind | D | Common Shares | 321 | 64.48 | 20.7K | 15,600 | D | ↗ |
| 2025-06-27 | SOUZA COLIN J | Officer | — | — | Employee Non-qualified Stock Option (right to buy) | 1,000 | 47.00 | 47.0K | 0 | D | ↗ |
| 2025-06-27 | Kennedy Patrick J. | Officer | F-InKind | D | Common Shares | 377 | 63.81 | 24.1K | 27,518 | D | ↗ |
| 2025-06-27 | HAYEK JOSEPH B | Director / Officer | F-InKind | D | Common Shares | 400 | 63.81 | 25.5K | 205,368 | D | ↗ |
| 2025-06-27 | Caravati Steven M | Officer | F-InKind | D | Common Shares | 91 | 63.81 | 5.8K | 41,735 | D | ↗ |
| 2025-06-27 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 126 | D | ↗ |
| 2025-06-27 | BOWES JAMES R | Officer | F-InKind | D | Common Shares | 264 | 63.81 | 16.8K | 15,214 | D | ↗ |
| 2025-06-26 | SOUZA COLIN J | Officer | A-Award | A | Common Shares | 2,110 | 0.00 | — | 17,862 | D | ↗ |
| 2025-06-26 | Kennedy Patrick J. | Officer | A-Award | A | Common Shares | 3,060 | 0.00 | — | 27,895 | D | ↗ |
| 2025-06-26 | HIGGINBOTHAM SONYA L | Officer | A-Award | A | Common Shares | 1,490 | 0.00 | — | 18,154 | D | ↗ |
| 2025-06-26 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Common Shares | 14,730 | 0.00 | — | 195,868 | D | ↗ |
| 2025-06-26 | Caravati Steven M | Officer | A-Award | A | Common Shares | 2,600 | 0.00 | — | 41,826 | D | ↗ |
| 2025-06-26 | CHAN KEVIN J | Officer | A-Award | A | Common Shares | 960 | 0.00 | — | 6,549 | D | ↗ |
| 2025-06-26 | BOWES JAMES R | Officer | A-Award | A | Common Shares | 1,970 | 0.00 | — | 15,208 | D | ↗ |
| 2025-06-24 | Kennedy Patrick J. | Officer | F-InKind | D | Common Shares | 1,856 | 60.15 | 111.6K | 24,835 | D | ↗ |
| 2025-06-24 | HIGGINBOTHAM SONYA L | Officer | F-InKind | D | Common Shares | 604 | 60.15 | 36.3K | 16,664 | D | ↗ |
| 2025-06-24 | HAYEK JOSEPH B | Director / Officer | F-InKind | D | Common Shares | 5,852 | 60.15 | 352.0K | 181,138 | D | ↗ |
| 2025-06-24 | Caravati Steven M | Officer | F-InKind | D | Common Shares | 7,135 | 60.15 | 429.2K | 51,788 | D | ↗ |
| 2025-06-24 | BOWES JAMES R | Officer | F-InKind | D | Common Shares | 853 | 60.15 | 51.3K | 13,238 | D | ↗ |
| 2025-06-13 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,531 | D | ↗ |
| 2025-06-13 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 122 | D | ↗ |
| 2025-05-30 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,527 | D | ↗ |
| 2025-05-30 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 118 | D | ↗ |
| 2025-05-16 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,522 | D | ↗ |
| 2025-05-16 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 114 | D | ↗ |
| 2025-05-06 | HAYEK JOSEPH B | Director / Officer | G-Gift | D | Common Shares | 517 | 0.00 | — | 186,990 | D | ↗ |
| 2025-05-02 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,518 | D | ↗ |
| 2025-05-02 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 110 | D | ↗ |
| 2025-04-25 | Standridge Brantley J | Director | A-Award | A | Common Shares | 1,650 | 0.00 | — | 1,650 | D | ↗ |
| 2025-04-17 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,513 | D | ↗ |
| 2025-04-17 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 105 | D | ↗ |
| 2025-04-04 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,508 | D | ↗ |
| 2025-04-04 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 5 | 0.00 | — | 100 | D | ↗ |
| 2025-03-25 | Standridge Brantley J | Director | — | — | Common Shares | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-03-25 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 210 | 0.00 | — | 4,488 | D | ↗ |
| 2025-03-25 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 4 | 0.00 | — | 95 | D | ↗ |
| 2025-03-21 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,278 | D | ↗ |
| 2025-03-21 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock | 6 | 0.00 | — | 91 | D | ↗ |
| 2025-03-07 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,272 | D | ↗ |
| 2025-03-07 | CHAN KEVIN J | Officer | I-Discretionary | A | Common Shares | 8 | 42.18 | 324.79 | 2,790 | I | ↗ |
| 2025-02-21 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,266 | D | ↗ |
| 2025-02-21 | CHAN KEVIN J | Officer | I-Discretionary | A | Common Shares | 7 | 42.42 | 312.64 | 2,783 | I | ↗ |
| 2025-02-07 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,260 | D | ↗ |
| 2025-02-07 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 74 | D | ↗ |
| 2025-01-24 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,254 | D | ↗ |
| 2025-01-24 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 68 | D | ↗ |
| 2025-01-10 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,248 | D | ↗ |
| 2025-01-10 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 62 | D | ↗ |
| 2024-12-27 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,241 | D | ↗ |
| 2024-12-23 | HIGGINBOTHAM SONYA L | Officer | F-InKind | D | Common Shares | 146 | 41.04 | 6.0K | 17,268 | D | ↗ |
| 2024-12-23 | CHAN KEVIN J | Officer | F-InKind | D | Common Shares | 169 | 41.04 | 6.9K | 5,589 | D | ↗ |
| 2024-12-23 | BOWES JAMES R | Officer | F-InKind | D | Common Shares | 146 | 41.04 | 6.0K | 14,091 | D | ↗ |
| 2024-12-19 | HAYEK JOSEPH B | Director / Officer | G-Gift | D | Common Shares | 568 | 0.00 | — | 187,507 | D | ↗ |
| 2024-12-13 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,218 | D | ↗ |
| 2024-11-29 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,211 | D | ↗ |
| 2024-11-15 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 6 | 0.00 | — | 4,205 | D | ↗ |
| 2024-11-06 | SOUZA COLIN J | Officer | A-Award | A | Common Shares | 4,600 | 0.00 | — | 15,752 | D | ↗ |
| 2024-11-06 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Common Shares | 19,200 | 0.00 | — | 188,075 | D | ↗ |
| 2024-11-01 | SOUZA COLIN J | Officer | — | — | Common Shares | 0 | 0.00 | — | 11,152 | D | ↗ |
| 2024-11-01 | ROSE B ANDREW | Officer | F-InKind | D | Common Shares | 45,005 | 38.82 | 1.75M | 377,002 | D | ↗ |
| 2024-11-01 | HAYEK JOSEPH B | Director / Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,199 | D | ↗ |
| 2024-10-29 | CHAN KEVIN J | Officer | I-Discretionary | A | Common Shares | 2,764 | 39.06 | 108.0K | 2,764 | I | ↗ |
| 2024-10-18 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,193 | D | ↗ |
| 2024-10-11 | HAYEK JOSEPH B | Officer | P-Purchase | A | Common Shares | 2,500 | 40.21 | 100.5K | 168,875 | D | ↗ |
| 2024-10-04 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,188 | D | ↗ |
| 2024-09-27 | ROSE B ANDREW | Officer | A-Award | A | Non-qualified stock option (right to buy) | 23,000 | 40.83 | 939.1K | 23,000 | D | ↗ |
| 2024-09-27 | ANDERSON KERRII B | Director | A-Award | A | Phantom Stock | 563 | 0.00 | — | 12,041 | D | ↗ |
| 2024-09-26 | WINLAND VIRGIL L | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 105,981 | D | ↗ |
| 2024-09-26 | VICKERS BILLY R | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 6,300 | D | ↗ |
| 2024-09-26 | McConnell John H II | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 34,589 | D | ↗ |
| 2024-09-26 | Heller Paul G | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 6,300 | D | ↗ |
| 2024-09-26 | HORTON OZEY K JR | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 43,988 | D | ↗ |
| 2024-09-26 | ENDRES MICHAEL J | Director | A-Award | A | Common Shares | 4,800 | 0.00 | — | 81,849 | D | ↗ |
| 2024-09-26 | DAVIS MARK C | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 44,479 | D | ↗ |
| 2024-09-26 | Blom David P | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 24,119 | D | ↗ |
| 2024-09-26 | BLYSTONE JOHN B | Director | A-Award | A | Common Shares | 4,800 | 0.00 | — | 168,975 | D | ↗ |
| 2024-09-26 | ANDERSON KERRII B | Director | A-Award | A | Common Shares | 3,300 | 0.00 | — | 71,334 | D | ↗ |
| 2024-09-25 | HAYEK JOSEPH B | Officer | F-InKind | D | Common Shares | 17,843 | 42.74 | 762.6K | 202,060 | D | ↗ |
| 2024-09-20 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,166 | D | ↗ |
| 2024-09-06 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 5 | 0.00 | — | 4,162 | — | ↗ |
| 2024-08-23 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,157 | — | ↗ |
| 2024-08-09 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,153 | — | ↗ |
| 2024-07-26 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,149 | — | ↗ |
| 2024-07-12 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,145 | — | ↗ |
| 2024-07-02 | ROSE B ANDREW | Officer | A-Award | A | Common Shares | 39,866 | 0.00 | — | 413,088 | — | ↗ |
| 2024-07-02 | McConnell John H II | Director | M-Exempt | D | Phantom Stock | 14 | 0.00 | — | 0 | — | ↗ |
| 2024-07-02 | Kennedy Patrick J. | Officer | F-InKind | D | Common Shares | 1,618 | 45.18 | 73.1K | 26,691 | — | ↗ |
| 2024-07-02 | HIGGINBOTHAM SONYA L | Officer | F-InKind | D | Common Shares | 857 | 45.18 | 38.7K | 17,413 | — | ↗ |
| 2024-07-02 | HAYEK JOSEPH B | Officer | F-InKind | D | Common Shares | 5,805 | 45.18 | 262.3K | 219,903 | — | ↗ |
| 2024-07-02 | Caravati Steven M | Officer | A-Award | A | Common Shares | 1,887 | 0.00 | — | 59,779 | — | ↗ |
| 2024-07-02 | BOWES JAMES R | Officer | F-InKind | D | Common Shares | 285 | 45.18 | 12.9K | 14,237 | — | ↗ |
| 2024-07-01 | McConnell John H II | Director | M-Exempt | D | Phantom Stock | 10 | 0.00 | — | 14 | — | ↗ |
| 2024-06-30 | HIGGINBOTHAM SONYA L | Officer | — | D | Employee Non-Qualified Stock Option (Right to Buy) | 1,101 | 44.15 | 48.6K | 0 | — | ↗ |
| 2024-06-30 | BOWES JAMES R | Officer | — | D | Employee Non-Qualified Stock Option (Right to Buy) | 1,101 | 44.15 | 48.6K | 0 | — | ↗ |
| 2024-06-28 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,141 | — | ↗ |
| 2024-06-27 | Kennedy Patrick J. | Officer | A-Award | A | Common Shares | 830 | 0.00 | — | 24,745 | — | ↗ |
| 2024-06-27 | HIGGINBOTHAM SONYA L | Officer | A-Award | A | Non-qualified stock option (right to buy) | 1,600 | 47.00 | 75.2K | 1,600 | — | ↗ |
| 2024-06-27 | HAYEK JOSEPH B | Officer | A-Award | A | Non-qualified stock option (right to buy) | 9,000 | 47.00 | 423.0K | 9,000 | — | ↗ |
| 2024-06-27 | Caravati Steven M | Officer | A-Award | A | Common Shares | 200 | 0.00 | — | 57,892 | — | ↗ |
| 2024-06-27 | CHAN KEVIN J | Officer | A-Award | A | Non-qualified stock option (right to buy) | 1,000 | 47.00 | 47.0K | 1,000 | — | ↗ |
| 2024-06-27 | BOWES JAMES R | Officer | A-Award | A | Non-qualified stock option (right to buy) | 2,100 | 47.00 | 98.7K | 2,100 | — | ↗ |
| 2024-06-25 | ROSE B ANDREW | Officer | F-InKind | D | Common Shares | 22,267 | 50.16 | 1.12M | 373,222 | — | ↗ |
| 2024-06-25 | Kennedy Patrick J. | Officer | F-InKind | D | Common Shares | 643 | 50.16 | 32.3K | 18,355 | — | ↗ |
| 2024-06-25 | HIGGINBOTHAM SONYA L | Officer | F-InKind | D | Common Shares | 684 | 50.16 | 34.3K | 14,482 | — | ↗ |
| 2024-06-25 | HAYEK JOSEPH B | Officer | F-InKind | D | Common Shares | 3,711 | 50.16 | 186.1K | 200,172 | — | ↗ |
| 2024-06-25 | Caravati Steven M | Officer | F-InKind | D | Common Shares | 924 | 50.16 | 46.3K | 53,982 | — | ↗ |
| 2024-06-25 | BOWES JAMES R | Officer | F-InKind | D | Common Shares | 2,426 | 50.16 | 121.7K | 9,754 | — | ↗ |
| 2024-06-14 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 4 | 0.00 | — | 4,123 | — | ↗ |
| 2024-05-31 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 4,120 | — | ↗ |
| 2024-05-17 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 4,116 | — | ↗ |
| 2024-05-03 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 4,113 | — | ↗ |
| 2024-04-19 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 4,110 | — | ↗ |
| 2024-04-05 | HORTON OZEY K JR | Director | S-Sale | D | Common Shares | 1,000 | 61.34 | 61.3K | 40,688 | — | ↗ |
| 2024-04-05 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 4,107 | — | ↗ |
| 2024-04-02 | ROSE B ANDREW | Officer | M-Exempt | D | Employee non-qualified stock option (right to buy) | 42,491 | 23.47 | 997.3K | 0 | — | ↗ |
| 2024-04-01 | ROSE B ANDREW | Officer | M-Exempt | A | Common Shares | 21,245 | 26.88 | 571.1K | 473,106 | — | ↗ |
| 2024-03-28 | HORTON OZEY K JR | Director | S-Sale | D | Common Shares | 1,000 | 62.25 | 62.3K | 41,688 | — | ↗ |
| 2024-03-22 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 4,094 | — | ↗ |
| 2024-03-22 | ENDRES MICHAEL J | Director | S-Sale | D | Common Shares | 66,000 | 64.26 | 4.24M | 0 | — | ↗ |
| 2024-03-20 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 123 | 0.00 | — | 4,091 | — | ↗ |
| 2024-03-20 | CHAN KEVIN J | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 2 | 0.00 | — | 56 | — | ↗ |
| 2024-03-08 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 3,968 | — | ↗ |
| 2024-02-26 | ENDRES MICHAEL J | Director | G-Gift | D | Common Shares | 66,000 | 0.00 | — | 76,689 | — | ↗ |
| 2024-02-23 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 3,965 | — | ↗ |
| 2024-02-09 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 3,962 | — | ↗ |
| 2024-01-26 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 3,959 | — | ↗ |
| 2024-01-12 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 3,956 | — | ↗ |
| 2023-12-29 | HAYEK JOSEPH B | Officer | A-Award | A | Phantom Stock Acquired Under the Deferred Compensation Plan | 3 | 0.00 | — | 3,952 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Joseph B. Hayek President & Chief Executive Officer | 660.2K | 1.11M | 2.31M | 158.1K | — | 100.9K | 4.34M | 56.83% | ↗ |
| 2 | 2025 | B. Andrew Rose Former President & Chief Executive Officer | 412.5K | 713.2K | 2.78M | 339.7K | — | 19.6K | 4.27M | 73.16% | ↗ |
| 3 | 2025 | Patrick J. Kennedy Vice President, General Counsel & Secretary | 481.3K | 550.2K | 605.9K | 59.7K | — | 52.8K | 1.75M | 38.04% | ↗ |
| 4 | 2025 | Steven M. Caravati President, Consumer Products | 375.8K | 596.2K | 378.8K | 51.0K | — | 56.8K | 1.46M | 29.47% | ↗ |
| 5 | 2025 | James R. Bowes President, Building Products | 355.3K | 385.8K | 326.0K | 36.9K | — | 33.3K | 1.14M | 31.91% | ↗ |
| 6 | 2025 | Colin J. Souza Vice President & Chief Financial Officer | 257.3K | 265.8K | 414.5K | 17.6K | — | 18.4K | 973.6K | 44.38% | ↗ |
| 7 | 2024 | B. Andrew Rose President & Chief Execuive Officer | 814.9K | 1.63M | 7.11M | 430.8K | — | 131.0K | 10.11M | 74.56% | ↗ |
| 8 | 2024 | B. Andrew Rose Former President & Chief Executive Officer | 814.9K | 1.63M | 7.11M | 430.8K | — | 131.0K | 10.11M | 74.56% | ↗ |
| 9 | 2024 | Joseph B. Hayek Executive Vice President & Chief Financial & Operations Officer | 529.5K | 1.19M | 3.71M | 150.5K | — | 90.2K | 5.67M | 68.11% | ↗ |
| 10 | 2024 | Joseph B. Hayek President & Chief Executive Officer | 529.5K | 1.19M | 3.71M | 150.5K | — | 90.2K | 5.67M | 68.11% | ↗ |
| 11 | 2024 | Geoffrey G. Gilmore Former Executive Vice President | 338.9K | 588.7K | 1.80M | 142.7K | — | 14.5K | 2.89M | 67.38% | ↗ |
| 12 | 2024 | Patrick J. Kennedy Vice President, General Counsel | 420.6K | 704.1K | 1.50M | 51.9K | — | 53.4K | 2.73M | 56.90% | ↗ |
| 13 | 2024 | Patrick J. Kennedy Vice President, General Counsel & Secretary | 420.6K | 704.1K | 1.50M | 51.9K | — | 53.4K | 2.73M | 56.90% | ↗ |
| 14 | 2024 | John P. McConnell Former Executive Chairman | 144.9K | 207.1K | 2.00M | — | — | 12.1K | 2.36M | 84.60% | ↗ |
| 15 | 2024 | Sonya L. Higginbotham Senior Vice President & Chief of Corporate Affairs, Communications & Sustainability | 246.6K | 396.4K | 1.25M | 30.7K | — | 98.0K | 2.02M | 63.32% | ↗ |
| 16 | 2024 | Steven M. Caravati President, Consumer Products | 358.5K | 360.7K | 1.08M | 51.9K | — | 48.8K | 1.90M | 59.56% | ↗ |
| 17 | 2023 | B. Andrew Rose, President and Chief Executive Officer | 735.0K | 1.05M | 4.91M | 415.8K | — | 167.6K | 7.28M | 73.21% | ↗ |
| 18 | 2023 | B. Andrew Rose Former President & Chief Executive Officer | 735.0K | 1.05M | 4.91M | 415.8K | — | 167.6K | 7.28M | 73.21% | ↗ |
| 19 | 2023 | B. Andrew Rose President & Chief Execuive Officer | 735.0K | 1.05M | 4.91M | 415.8K | — | 167.6K | 7.28M | 73.21% | ↗ |
| 20 | 2023 | Geoffrey G. Gilmore Former Executive Vice President | 656.5K | 810.2K | 1.80M | 145.7K | — | 99.5K | 3.51M | 55.42% | ↗ |
| 21 | 2023 | Geoffrey G. Gilmore, Executive Vice President and Chief Operating Officer | 656.5K | 810.2K | 1.80M | 145.7K | — | 99.5K | 3.51M | 55.42% | ↗ |
| 22 | 2023 | Joseph B. Hayek Executive Vice President & Chief Financial & Operations Officer | 490.8K | 613.8K | 1.53M | 126.0K | — | 103.8K | 2.87M | 57.83% | ↗ |
| 23 | 2023 | Joseph B. Hayek, Vice President and Chief Financial Officer | 490.8K | 613.8K | 1.53M | 126.0K | — | 103.8K | 2.87M | 57.83% | ↗ |
| 24 | 2023 | Joseph B. Hayek President & Chief Executive Officer | 490.8K | 613.8K | 1.53M | 126.0K | — | 103.8K | 2.87M | 57.83% | ↗ |
| 25 | 2023 | John P. McConnell, Executive Chairman | 426.5K | 427.6K | 1.68M | — | — | 59.0K | 2.59M | 64.74% | ↗ |
| 26 | 2023 | John P. McConnell Former Executive Chairman | 426.5K | 427.6K | 1.68M | — | — | 48.9K | 2.58M | 64.99% | ↗ |
| 27 | 2023 | Steven M. Caravati, President, Consumer Products, Worthington Cylinder Corporation | 334.8K | 243.1K | 1.45M | 39.3K | — | 37.6K | 2.11M | 70.81% | ↗ |
| 28 | 2023 | Steven M. Caravati President, Consumer Products | 334.8K | 243.1K | 1.45M | 39.3K | — | 37.6K | 2.11M | 70.81% | ↗ |
| 29 | 2022 | B. Andrew Rose, President and Chief Executive Officer | 668.0K | 1.86M | 4.53M | 333.9K | — | 141.9K | 7.54M | 64.58% | ↗ |
| 30 | 2022 | B. Andrew Rose President & Chief Execuive Officer | 668.0K | 1.86M | 4.53M | 333.9K | — | 141.9K | 7.54M | 64.58% | ↗ |
| 31 | 2022 | John P. McConnell, Executive Chairman | 410.9K | 824.0K | 3.32M | — | — | 48.9K | 4.60M | 72.12% | ↗ |
| 32 | 2022 | John P. McConnell Former Executive Chairman | 410.9K | 824.0K | 3.32M | — | — | 48.4K | 4.60M | 72.13% | ↗ |
| 33 | 2022 | Geoffrey G. Gilmore, Executive Vice President and Chief Operating Officer | 630.7K | 1.55M | 1.55M | 122.5K | — | 109.7K | 3.96M | 42.18% | ↗ |
| 34 | 2022 | Geoffrey G. Gilmore Former Executive Vice President | 630.7K | 1.55M | 1.55M | 122.5K | — | 109.7K | 3.96M | 42.18% | ↗ |
| 35 | 2022 | Joseph B. Hayek, Vice President and Chief Financial Officer | 441.5K | 1.10M | 1.22M | 104.7K | — | 105.0K | 2.98M | 44.66% | ↗ |
| 36 | 2022 | Joseph B. Hayek Executive Vice President & Chief Financial & Operations Officer | 441.5K | 1.10M | 1.22M | 104.7K | — | 105.0K | 2.98M | 44.66% | ↗ |
| 37 | 2022 | Catherine M. Lyttle, Senior Vice President and Chief Human Resources Officer | 361.6K | 725.1K | 1.26M | 53.4K | — | 55.5K | 2.45M | 53.41% | ↗ |
| 38 | 2021 | John P. McConnell, Executive Chairman and former Chief Executive Officer | 487.8K | 1.14M | 4.05M | 117.4K | — | 48.4K | 5.85M | 71.33% | ↗ |
| 39 | 2021 | John P. McConnell, Executive Chairman | 487.8K | 1.14M | 4.05M | 117.4K | — | 48.4K | 5.85M | 71.33% | ↗ |
| 40 | 2021 | B. Andrew Rose, President and Chief Executive Officer | 646.3K | 1.67M | 2.93M | 283.0K | — | 98.2K | 5.62M | 57.13% | ↗ |
| 41 | 2021 | Geoffrey G. Gilmore, Executive Vice President and Chief Operating Officer | 614.3K | 2.13M | 2.06M | 144.6K | — | 86.0K | 5.03M | 43.72% | ↗ |
| 42 | 2021 | Joseph B. Hayek, Vice President and Chief Financial Officer | 395.5K | 1.41M | 1.13M | 105.8K | — | 58.2K | 3.10M | 39.94% | ↗ |
| 43 | 2021 | Eric M. Smolenski, President - Worthington Cylinder Corporation | 378.8K | 997.3K | 1.42M | 71.3K | — | 45.0K | 2.91M | 51.17% | ↗ |
| 44 | 2021 | Jeff R. Klingler, President - The Worthington Steel Company | 346.7K | 990.0K | 1.38M | 71.3K | — | 46.4K | 2.84M | 51.26% | ↗ |
| 45 | 2020 | Joseph B. Hayek, Vice President and Chief Financial Officer | 322.3K | 298.2K | 2.87M | 69.6K | — | 54.4K | 3.61M | 81.31% | ↗ |
| 46 | 2020 | John P. McConnell, Executive Chairman | 698.7K | 727.9K | 1.46M | 276.5K | — | 58.1K | 3.22M | 53.89% | ↗ |
| 47 | 2020 | John P. McConnell, Executive Chairman and former Chief Executive Officer | 698.7K | 727.9K | 1.46M | 276.5K | — | 58.1K | 3.22M | 53.89% | ↗ |
| 48 | 2020 | B. Andrew Rose, President and Chief Executive Officer | 562.7K | 580.9K | 758.7K | 143.4K | — | 88.7K | 2.13M | 42.26% | ↗ |
| 49 | 2020 | Geoffrey G. Gilmore, Executive Vice President and Chief Operating Officer | 552.5K | 511.2K | 623.8K | 102.4K | — | 68.2K | 1.86M | 39.08% | ↗ |
| 50 | 2020 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 727.9K | — | — | — | — | 727.9K | 0.00% | ↗ |
| 51 | 2020 | B. Andrew Rose, President and Former Chief Financial Officer | — | 580.9K | — | — | — | — | 580.9K | 0.00% | ↗ |
| 52 | 2020 | Virgil L. Winland, Senior Vice President, Manufacturing | — | 369.8K | — | — | — | — | 369.8K | 0.00% | ↗ |
| 53 | 2019 | B. Andrew Rose, President and Chief Executive Officer | 527.1K | 657.5K | 5.09M | 144.3K | — | 80.5K | 6.50M | 80.53% | ↗ |
| 54 | 2019 | Geoffrey G. Gilmore, Executive Vice President and Chief Operating Officer | 520.8K | 557.3K | 4.18M | 80.3K | — | 52.7K | 5.40M | 79.04% | ↗ |
| 55 | 2019 | John P. McConnell, Executive Chairman and former Chief Executive Officer | 667.8K | 877.7K | 1.86M | 276.1K | — | 60.1K | 3.74M | 57.06% | ↗ |
| 56 | 2019 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 877.7K | 299.8K | — | — | — | 1.18M | 25.46% | ↗ |
| 57 | 2019 | Joseph B. Hayek, Vice President and Chief Financial Officer | 298.8K | 291.3K | 385.7K | 67.2K | — | 38.8K | 1.08M | 41.87% | ↗ |
| 58 | 2019 | B. Andrew Rose, President and Former Chief Financial Officer | — | 657.5K | 149.9K | — | — | — | 807.4K | 18.56% | ↗ |
| 59 | 2019 | Virgil L. Winland, Senior Vice President, Manufacturing | — | 445.9K | 52.5K | — | — | — | 498.4K | 10.53% | ↗ |
| 60 | 2019 | Dale T. Brinkman, Senior Vice President-Administration, General Counsel and Secretary | — | 396.4K | 52.5K | — | — | — | 448.8K | 11.69% | ↗ |
| 61 | 2018 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 970.8K | 820.0K | — | — | — | 1.79M | 45.79% | ↗ |
| 62 | 2018 | Mark A. Russell, President and Chief Operating Officer | — | 767.1K | 410.0K | — | — | — | 1.18M | 34.83% | ↗ |
| 63 | 2018 | B. Andrew Rose, President and Former Chief Financial Officer | — | 632.2K | 410.0K | — | — | — | 1.04M | 39.34% | ↗ |
| 64 | 2018 | B. Andrew Rose, Executive Vice President and Chief Financial Officer | — | 632.2K | 410.0K | — | — | — | 1.04M | 39.34% | ↗ |
| 65 | 2018 | Virgil L. Winland, Senior Vice President, Manufacturing | — | 493.2K | 143.5K | — | — | — | 636.7K | 22.54% | ↗ |
| 66 | 2018 | Geoffrey G. Gilmore, Executive Vice President and Chief Operating Officer | — | 525.7K | 109.3K | — | — | — | 635.0K | 17.22% | ↗ |
| 67 | 2018 | Geoffrey G. Gilmore, President, Worthington Cylinder Corporation | — | 525.7K | 109.3K | — | — | — | 635.0K | 17.22% | ↗ |
| 68 | 2017 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 1.02M | 803.7K | — | — | — | 1.82M | 44.19% | ↗ |
| 69 | 2017 | Mark A. Russell, President and Chief Operating Officer | — | 802.2K | 330.9K | — | — | — | 1.13M | 29.21% | ↗ |
| 70 | 2017 | B. Andrew Rose, President and Former Chief Financial Officer | — | 661.1K | 330.9K | — | — | — | 992.1K | 33.36% | ↗ |
| 71 | 2017 | B. Andrew Rose, Executive Vice President and Chief Financial Officer | — | 661.1K | 330.9K | — | — | — | 992.1K | 33.36% | ↗ |
| 72 | 2017 | Virgil L. Winland, Senior Vice President, Manufacturing | — | 515.7K | 94.6K | — | — | — | 610.3K | 15.49% | ↗ |
| 73 | 2017 | Geoffrey G. Gilmore, President, Worthington Cylinder Corporation | — | 480.0K | 73.3K | — | — | — | 553.3K | 13.25% | ↗ |
| 74 | 2017 | Geoffrey G. Gilmore, Executive Vice President and Chief Operating Officer | — | 480.0K | 73.3K | — | — | — | 553.3K | 13.25% | ↗ |
| 75 | 2016 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 893.8K | 513.5K | — | — | — | 1.41M | 36.49% | ↗ |
| 76 | 2016 | Mark A. Russell, President and Chief Operating Officer | — | 642.3K | 211.4K | — | — | — | 853.7K | 24.77% | ↗ |
| 77 | 2016 | B. Andrew Rose, Executive Vice President and Chief Financial Officer | — | 508.2K | 211.4K | — | — | — | 719.6K | 29.38% | ↗ |
| 78 | 2016 | Geoffrey G. Gilmore, President, Worthington Cylinder Corporation | — | 451.4K | 101.3K | — | — | — | 552.6K | 18.33% | ↗ |
| 79 | 2016 | Virgil L. Winland, Senior Vice President, Manufacturing | — | 407.1K | 60.4K | — | — | — | 467.5K | 12.92% | ↗ |
| 80 | 2015 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 616.5K | 774.0K | — | — | — | 1.39M | 55.66% | ↗ |
| 81 | 2015 | Mark A. Russell, President and Chief Operating Officer | — | 443.0K | 309.6K | — | — | — | 752.6K | 41.14% | ↗ |
| 82 | 2015 | B. Andrew Rose, Executive Vice President and Chief Financial Officer | — | 350.6K | 309.6K | — | — | — | 660.2K | 46.90% | ↗ |
| 83 | 2015 | Geoffrey G. Gilmore, President, The Worthington Steel Company | — | 304.9K | 130.4K | — | — | — | 435.3K | 29.96% | ↗ |
| 84 | 2015 | Andrew J. Billman, President, Worthington Cylinder Corporation | — | 227.5K | 179.2K | — | — | — | 406.7K | 44.07% | ↗ |
| 85 | 2014 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 838.1K | 1.90M | — | — | — | 2.74M | 69.38% | ↗ |
| 86 | 2014 | Mark A. Russell, President and Chief Operating Officer | — | 602.2K | 739.6K | — | — | — | 1.34M | 55.12% | ↗ |
| 87 | 2014 | B. Andrew Rose, Executive Vice President and Chief Financial Officer | — | 476.5K | 531.8K | — | — | — | 1.01M | 52.74% | ↗ |
| 88 | 2014 | Andrew J. Billman, President, Worthington Cylinder Corporation | — | 346.9K | 384.1K | — | — | — | 730.9K | 52.55% | ↗ |
| 89 | 2014 | Geoffrey G. Gilmore, President, The Worthington Steel Company | — | 463.5K | 230.1K | — | — | — | 693.6K | 33.18% | ↗ |
| 90 | 2013 | John P. McConnell, Chairman of the Board and Chief Executive Officer | — | 740.9K | 2.32M | — | — | — | 3.06M | 75.80% | ↗ |
| 91 | 2013 | George P. Stoe, Former President and Chief Operating Officer | 429.2K | 16.9K | 1.33M | 231.9K | — | 55.0K | 2.07M | 75.75% | ↗ |
| 92 | 2013 | B. Andrew Rose, Vice President and Chief Financial Officer | 437.5K | 409.2K | 508.1K | 386.5K | — | 47.8K | 1.79M | 50.00% | ↗ |
| 93 | 2013 | Mark A. Russell, President and Chief Operating Officer | — | 516.9K | 537.9K | — | — | — | 1.05M | 51.00% | ↗ |
| 94 | 2013 | B. Andrew Rose, Executive Vice President and Chief Financial Officer | — | 409.2K | 611.1K | — | — | — | 1.02M | 59.89% | ↗ |
| 95 | 2013 | Virgil L. Winland, Senior Vice President –Manufacturing | 321.8K | 302.4K | 202.8K | 123.7K | — | 31.0K | 981.6K | 33.26% | ↗ |
| 96 | 2013 | Andrew J. Billman, President, Worthington Cylinder Corporation | — | 321.6K | 214.6K | — | — | — | 536.3K | 40.02% | ↗ |
| 97 | 2012 | Mark A. Russell, President, The Worthington Steel Company | 418.5K | 724.2K | 4.22M | 273.3K | — | 68.8K | 5.70M | 78.76% | ↗ |
| 98 | 2012 | Mark A. Russell, President and Chief Operating Officer | 418.5K | 724.2K | 4.22M | 273.3K | — | 68.8K | 5.70M | 78.76% | ↗ |
| 99 | 2012 | B. Andrew Rose, Executive Vice President and Chief Financial Officer | 398.3K | 484.7K | 4.07M | 273.3K | — | 51.6K | 5.28M | 82.29% | ↗ |
| 100 | 2012 | B. Andrew Rose, Vice President and Chief Financial Officer | 398.3K | 484.7K | 3.97M | 273.3K | — | 51.6K | 5.18M | 81.95% | ↗ |
| 101 | 2012 | John P. McConnell, Chairman of the Board and Chief Executive Officer | 623.1K | 947.3K | 1.60M | 728.8K | — | 75.5K | 3.97M | 58.59% | ↗ |
| 102 | 2012 | George P. Stoe, President and Chief Operating Officer | 599.5K | 732.5K | 822.9K | 655.9K | — | 64.1K | 2.87M | 51.44% | ↗ |
| 103 | 2012 | George P. Stoe, Former President and Chief Operating Officer | 599.5K | 732.5K | 822.9K | 655.9K | — | 63.9K | 2.87M | 51.44% | ↗ |
| 104 | 2012 | Virgil L. Winland, Senior Executive Vice President | 313.7K | 374.5K | 299.3K | 145.8K | — | 33.6K | 1.17M | 38.14% | ↗ |
| 105 | 2012 | Virgil L. Winland, Senior Vice President –Manufacturing | 313.7K | 374.5K | 299.3K | 145.8K | — | 33.5K | 1.17M | 38.14% | ↗ |
| 106 | 2011 | John P. McConnell, Chairman of the Board and Chief Executive Officer | 600.0K | 1.58M | 644.0K | 658.8K | — | 61.2K | 3.55M | 36.73% | ↗ |
| 107 | 2011 | George P. Stoe, Former President and Chief Operating Officer | 565.4K | 1.22M | 292.7K | 351.8K | — | 70.4K | 2.50M | 25.79% | ↗ |
| 108 | 2011 | George P. Stoe, President and Chief Operating Officer | 565.4K | 1.22M | 292.7K | 351.8K | — | 70.4K | 2.50M | 25.79% | ↗ |
| 109 | 2011 | Mark A. Russell, President and Chief Operating Officer | 399.4K | 926.3K | 130.1K | 175.7K | — | 70.2K | 1.70M | 17.97% | ↗ |
| 110 | 2011 | Mark A. Russell, President, The Worthington Steel Company | 399.4K | 926.3K | 130.1K | 175.7K | — | 70.2K | 1.70M | 17.97% | ↗ |
| 111 | 2011 | B. Andrew Rose, Vice President and Chief Financial Officer | 378.8K | 614.9K | 156.1K | 195.2K | — | 31.6K | 1.38M | 25.52% | ↗ |
| 112 | 2010 | John P. McConnell, Chairman of the Board and Chief Executive Officer | 571.2K | 1.12M | 634.2K | 727.5K | — | 27.1K | 3.08M | 44.15% | ↗ |
| 113 | 2010 | George P. Stoe, President and Chief Operating Officer | 528.8K | 864.1K | 288.3K | 388.0K | — | 42.2K | 2.11M | 32.03% | ↗ |
| 114 | 2010 | Mark A. Russell, President, The Worthington Steel Company | 370.2K | 930.3K | 126.8K | 194.0K | — | 18.1K | 1.64M | 19.57% | ↗ |
| 115 | 2010 | B. Andrew Rose, Vice President and Chief Financial Officer | 336.5K | 351.3K | 138.4K | 194.0K | — | 104.1K | 1.12M | 29.56% | ↗ |
| 116 | 2010 | Harry A. Goussetis, President, Worthington Cylinder Corporation | 306.1K | 335.9K | 103.8K | 169.8K | — | 23.1K | 938.6K | 29.14% | ↗ |
| 117 | 2009 | John P. McConnell, Chairman of the Board and Chief Executive Officer | 600.0K | — | 623.7K | 557.0K | — | 67.7K | 1.85M | 63.88% | ↗ |
| 118 | 2009 | George P. Stoe, President and Chief Operating Officer | 550.0K | — | 356.4K | 334.2K | — | 72.8K | 1.31M | 52.58% | ↗ |
| 119 | 2009 | Harry A. Goussetis, President, Worthington Cylinder Corporation | 307.0K | 205.3K | 115.8K | 125.3K | — | 41.9K | 795.4K | 30.32% | ↗ |
| 120 | 2009 | Mark A. Russell, President, The Worthington Steel Company | 385.0K | — | 142.6K | 167.1K | — | 35.8K | 730.5K | 42.39% | ↗ |
| 121 | 2009 | Harry A. Goussetis, Worthington Cylinder Corporation | 307.0K | 205.3K | — | 119.6K | — | 41.9K | 597.5K | 20.01% | ↗ |
| 122 | 2009 | B. Andrew Rose, Vice President and Chief Financial Officer | 175.0K | 50.0K | 137.8K | 83.6K | — | 70.0K | 516.3K | 42.87% | ↗ |
| 123 | 2009 | John S. Christie, Former President and Chief Financial Officer | 133.3K | — | — | 214.2K | — | 15.1K | 293.9K | 72.90% | ↗ |
| 124 | 2009 | Richard G. Welch, Former Interim Chief Financial Officer | 225.0K | — | — | 49.0K | — | 18.3K | 284.0K | 17.24% | ↗ |
| 125 | 2008 | John P. McConnell, Chairman of the Board and Chief Executive Officer | 550.0K | 799.8K | 741.0K | 694.0K | — | 40.7K | 2.83M | 50.79% | ↗ |
| 126 | 2008 | George P. Stoe, President and Chief Operating Officer | 428.3K | 689.6K | 362.6K | 312.3K | — | 54.8K | 1.85M | 36.53% | ↗ |
| 127 | 2008 | John S. Christie, Former President and Chief Financial Officer | 397.8K | 529.2K | 68.8K | 249.9K | — | 55.6K | 1.30M | 24.49% | ↗ |
| 128 | 2008 | Mark A. Russell, President, The Worthington Steel Company | 302.4K | 569.1K | 185.3K | 208.2K | — | — | 1.26M | 31.11% | ↗ |
| 129 | 2008 | Harry A. Goussetis, President, Worthington Cylinder Corporation | 234.4K | 374.8K | 281.4K | 156.2K | — | 42.8K | 1.09M | 40.15% | ↗ |
| 130 | 2008 | Harry A. Goussetis, Worthington Cylinder Corporation | 234.4K | 374.8K | 178.3K | 105.7K | — | 42.8K | 945.0K | 30.05% | ↗ |
| 131 | 2007 | John P. McConnell, Chairman of the Board and Chief Executive Officer | 550.0K | 510.2K | — | 593.6K | 750.0K | 63.3K | 2.47M | 24.06% | ↗ |
| 132 | 2007 | John S. Christie, President and Chief Financial Officer | 350.0K | 483.5K | — | 242.4K | 300.0K | 98.6K | 1.47M | 16.44% | ↗ |
| 133 | 2007 | John S. Christie, Former President and Chief Financial Officer | 350.0K | 483.5K | 300.0K | 242.4K | — | 93.5K | 1.47M | 36.91% | ↗ |
| 134 | 2007 | George P. Stoe, Executive Vice President and Chief Operating Officer; Interim President, Dietrich Industries, Inc. | 340.0K | 523.0K | — | 136.6K | 328.7K | 91.2K | 1.42M | 9.62% | ↗ |
| 135 | 2007 | George P. Stoe, President and Chief Operating Officer | 340.0K | 523.0K | 328.7K | 136.6K | — | 87.5K | 1.42M | 32.86% | ↗ |
| 136 | 2007 | Harry A. Goussetis, Worthington Cylinder Corporation | 165.0K | 425.0K | 170.4K | 97.0K | — | 63.0K | 920.4K | 29.05% | ↗ |
| 137 | 2007 | Harry A. Goussetis, President, Worthington Cylinder Corporation | 165.0K | 425.0K | 18.9K | 97.0K | 151.6K | 50.5K | 907.9K | 12.76% | ↗ |
| 138 | 2007 | Edmund L. Ponko, Jr. Former President, Dietrich Industries, Inc. | 220.0K | 321.8K | — | 154.3K | 93.8K | 66.0K | 855.8K | 18.03% | ↗ |
| 139 | 2007 | Mark A. Russell, President, The Worthington Steel Company | 70.6K | 166.1K | — | 124.6K | — | — | 361.4K | 34.48% | ↗ |
| 140 | 2004 | John P. McConnell Chairman of the Board and Chief Executive Officer | 485.0K | 640.0K | — | 100.0K | — | 42.4K | 1.27M | 7.89% | ↗ |
| 141 | 2004 | John S. Christie President and Chief Financial Officer | 277.5K | 574.5K | — | 70.0K | — | 33.2K | 955.2K | 7.33% | ↗ |
| 142 | 2004 | Joe W. Harden President, The Worthington Steel Company | 200.0K | 463.0K | — | 45.0K | — | 1.7K | 709.7K | 6.34% | ↗ |
| 143 | 2004 | George P. Stoe President, Worthington Cylinder Corporation | 200.0K | 360.0K | — | 40.0K | — | 55.5K | 655.5K | 6.10% | ↗ |
| 144 | 2004 | Edmund L. Ponko President, Dietrich Industries, Inc. | 200.0K | 245.0K | — | 30.0K | — | 12.0K | 487.0K | 6.16% | ↗ |
| 145 | 2003 | John P. McConnell Chairman of the Board and Chief Executive Officer | 485.0K | 605.0K | — | 200.0K | — | 41.5K | 1.33M | 15.02% | ↗ |
| 146 | 2003 | John S. Christie President and Chief Financial Officer | 270.0K | 480.0K | — | 100.0K | — | 32.1K | 882.1K | 11.34% | ↗ |
| 147 | 2002 | John P. McConnell Chairman of the Board and Chief Executive Officer | 400.0K | 490.0K | — | — | — | 37.9K | 927.9K | 0.00% | ↗ |
| 148 | 2002 | John S. Christie President and Chief Financial Officer | 245.0K | 410.0K | — | — | — | 20.3K | 675.3K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joseph Hayek | President, Chief Executive Officer & Director | 2M | male |
| Patrick J. Kennedy | Vice President, General Counsel & Secretary | 1M | male |
| Steven Caravati | President of Consumer Products | 1M | male |
| Sonya L. Higginbotham | Senior Vice President and Chief of Corporate Affairs, Communications & Sustainability | 891.0K | female |
| James R. Bowes | President of Buildings Products | 830.7K | male |
| Colin J. Souza | Vice President & Chief Financial Officer | 574.9K | male |
| Marcus A. Rogier | Investor Relations Officer & Treasurer | — | male |
| Priya Rao | Vice President & Chief Information Officer | — | female |
| Kevin J. Chan | Vice President, Principal Accounting Officer & Controller | — | male |
| Josie Lewis | Vice President of Human Resources | — | female |
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Community Opinion for WOR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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