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Watsco, Inc. (WSO)

USD393.45 -0.26 (-0.07%)
US NYSE Industrials Industrial - Distribution
Address 2665 South Bayshore Drive 33133
Miami, FL, US
CEO Albert H. Nahmad
Website watsco.com
IPO 1984-06-07
CIK 105016 ISIN US9426222009

Explore sections of this company profile

Also trades on New York Stock Exchange · WSO (USD) New York Stock Exchange · WSO-B (USD)
Description

Watsco, Inc., together with its subsidiaries, engages in the distribution of air conditioning, heating, and refrigeration equipment, and related parts and supplies in the United States, Canada, Latin America, and the Caribbean. It distributes equipment, including residential ducted and ductless air conditioners, such as gas, electric, and oil furnaces; commercial air conditioning and heating equipment systems; and other specialized equipment. The company also offers parts comprising replacement compressors, evaporator coils, motors, and other component parts; and supplies, such as thermostats, insulation materials, refrigerants, ductworks, grills, registers, sheet metals, tools, copper tubing, concrete pads, tapes, adhesives, and other ancillary supplies, as well as plumbing and bathroom remodeling supplies. It serves contractors and dealers that service the replacement and new construction markets for residential and light commercial central air conditioning, heating, and refrigeration systems. Watsco, Inc. was incorporated in 1956 and is headquartered in Miami, Florida.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD393.45 -0.26 (-0.07%)
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Volume Profile
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Liquidity & share structure
Average Volume
416.4K
Beta
1.03
Float Shares
34.86M
Free Float %
85.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.46% -2.31% -16.16% -12.04% +5.98% +8.95% -15.37% +13.17% +26.12% +173.49% +17,216.04%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (26 ratings, all time) Hold
Price Targets & DCF
Current price
393.45
Low 349.00 -11.3%
Consensus 399.80 +1.6%
Median 370.00 -6.0%
High 485.00 +23.3%
DCF (Unlevered) 205.64 -47.7%
DCF (Levered) 245.70 -37.6%

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) 20% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 2 0
Hold 11 -1
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
485.00
+23.3%
Last Year 9
414.89
+5.4%
All Time 21
411.62
+4.6%
Quality scores
Altman Z-Score
9.28
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Distribution: +4.8%
    -5.0% Q1'26: +0.1% (vs Q1'25)
  • EPS growth Industrial - Distribution: +8.9%
    -7.9% Q1'26: -3.1% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Distribution: +12.0%
    +6.8% Q1'26: -1.7% (vs Q1'25)
  • EBIT margin Industrial - Distribution: +5.8%
    +10.2% Q1'26: +7.6% (vs Q1'25)
  • ROIC Industrial - Distribution: +7.4%
    +19.8% Q1'26: +12.0% (vs Q1'25)
  • Share dilution Industrial - Distribution: +0.0%
    +1.0% Q1'26: +0.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Distribution: 0.84×
    0.61× Q1'26: 0.93× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.10) × ERP
WACC = 97% × Ke + 3% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 205.64 Current price: 393.45
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2001
actual
Dec 2002
actual
Dec 2003
actual
Dec 2004
actual
Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
5 EPS Ana.
Dec 2027
7 Rev. Ana.
5 EPS Ana.
Dec 2028
5 Rev. Ana.
3 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
2 Rev. Ana.
1 EPS Ana.
Revenue
1.24B
est: 1.27B (-2.4%)
1.18B
est: 1.27B (-7.0%)
1.23B
est: 948.40M (+30.0%)
1.32B
est: 1.20B (+9.7%)
1.68B
est: 1.44B (+16.7%)
1.80B
est: 1.73B (+3.9%)
1.76B
est: 2.01B (-12.7%)
1.70B
est: 1.83B (-7.3%)
2.00B
est: 2.40B (-16.7%)
2.84B
est: 3.05B (-6.9%)
2.98B
est: 3.16B (-5.9%)
3.43B
est: 3.74B (-8.1%)
3.74B
est: 3.65B (+2.7%)
3.94B
est: 3.91B (+0.9%)
4.11B
est: 4.11B (0.0%)
4.22B
est: 4.26B (-0.8%)
4.34B
est: 4.35B (-0.2%)
4.55B
est: 4.56B (-0.4%)
4.77B
est: 4.78B (-0.1%)
5.05B
est: 4.99B (+1.2%)
6.28B
est: 6.12B (+2.7%)
7.27B
est: 7.30B (-0.4%)
7.28B
est: 7.43B (-2.0%)
7.62B
est: 7.53B (+1.2%)
7.24B
est: 7.27B (-0.4%)
7.53B
7.37B – 7.78B
+3.6% YoY
7.91B
7.75B – 8.13B
+4.9% YoY
8.26B
8.25B – 8.26B
+4.4% YoY
9.24B
9.08B – 9.48B
+11.9% YoY
9.53B
9.36B – 9.77B
+3.1% YoY
EBITDA
63.28M
est: 50.90M (+24.3%)
58.99M
est: 52.74M (+11.8%)
68.61M
est: 57.06M (+20.2%)
88.82M
est: 76.68M (+15.8%)
123.35M
est: 101.13M (+22.0%)
141.18M
est: 134.66M (+4.8%)
117.57M
est: 120.14M (-2.1%)
105.68M
est: 105.23M (+0.4%)
89.59M
est: 78.05M (+14.8%)
176.34M
est: 141.66M (+24.5%)
210.78M
est: 172.13M (+22.4%)
240.82M
est: 201.19M (+19.7%)
288.92M
est: 224.37M (+28.8%)
323.67M
est: 266.18M (+21.6%)
355.87M
est: 305.41M (+16.5%)
365.70M
est: 336.66M (+8.6%)
375.91M
est: 326.41M (+15.2%)
394.18M
est: 353.48M (+11.5%)
391.40M
est: 353.99M (+10.6%)
426.94M
est: 311.75M (+36.9%)
656.66M
est: 475.26M (+38.2%)
840.59M
est: 511.58M (+64.3%)
803.72M
est: 806.44M (-0.3%)
792.10M
est: 816.54M (-3.0%)
781.43M
est: 788.71M (-0.9%)
817.24M
799.97M – 844.23M
+3.6% YoY
857.65M
840.30M – 881.50M
+4.9% YoY
895.56M
894.64M – 896.48M
+4.4% YoY
1.00B
985.06M – 1.03B
+11.9% YoY
1.03B
1.02B – 1.06B
+3.1% YoY
EBIT
51.19M
est: 48.61M (+5.3%)
50.88M
est: 51.71M (-1.6%)
61.19M
est: 55.48M (+10.3%)
82.05M
est: 73.74M (+11.3%)
117.28M
est: 97.01M (+20.9%)
135.39M
est: 132.63M (+2.1%)
111.15M
est: 118.30M (-6.0%)
98.61M
est: 99.84M (-1.2%)
81.06M
est: 75.90M (+6.8%)
165.57M
est: 160.19M (+3.4%)
199.05M
est: 214.52M (-7.2%)
224.91M
est: 243.84M (-7.8%)
271.21M
est: 266.17M (+1.9%)
305.75M
est: 305.90M (0.0%)
336.75M
est: 340.48M (-1.1%)
345.63M
est: 372.41M (-7.2%)
353.87M
est: 353.42M (+0.1%)
372.08M
est: 386.30M (-3.7%)
366.88M
est: 380.14M (-3.5%)
401.03M
est: 354.81M (+13.0%)
628.53M
est: 518.79M (+21.2%)
808.91M
est: 557.88M (+45.0%)
768.63M
est: 769.19M (-0.1%)
751.27M
est: 778.82M (-3.5%)
737.68M
est: 752.28M (-1.9%)
779.49M
763.01M – 805.23M
+3.6% YoY
818.03M
801.48M – 840.78M
+4.9% YoY
854.19M
853.31M – 855.07M
+4.4% YoY
956.22M
939.55M – 980.85M
+11.9% YoY
985.70M
968.53M – 1.01B
+3.1% YoY
Net Income
24.44M
est: 24.61M (-0.7%)
28.54M
est: 29.09M (-1.9%)
34.90M
est: 31.91M (+9.3%)
48.11M
est: 43.28M (+11.2%)
70.02M
est: 58.30M (+20.1%)
82.36M
est: 80.56M (+2.2%)
65.58M
est: 69.89M (-6.2%)
60.37M
est: 61.09M (-1.2%)
43.31M
est: 40.44M (+7.1%)
80.76M
est: 77.90M (+3.7%)
90.45M
est: 97.90M (-7.6%)
103.33M
est: 112.01M (-7.7%)
127.72M
est: 125.52M (+1.8%)
151.39M
est: 151.67M (-0.2%)
172.93M
est: 175.12M (-1.3%)
182.81M
est: 197.12M (-7.3%)
208.22M
est: 206.20M (+1.0%)
242.93M
est: 252.23M (-3.7%)
245.95M
est: 255.02M (-3.6%)
269.58M
est: 284.67M (-5.3%)
418.95M
est: 346.07M (+21.1%)
601.17M
est: 371.79M (+61.7%)
536.34M
est: 501.64M (+6.9%)
536.29M
est: 495.54M (+8.2%)
496.99M
est: 462.34M (+7.5%)
491.13M
462.21M – 503.23M
+6.2% YoY
539.59M
510.58M – 541.02M
+9.9% YoY
655.67M
482.09M – 731.97M
+21.5% YoY
644.30M
629.70M – 665.88M
-1.7% YoY
886.86M
866.77M – 916.56M
+37.6% YoY
SGA
247.85M
est: 253.91M (-2.4%)
236.89M
est: 245.28M (-3.4%)
243.89M
est: 205.67M (+18.6%)
254.88M
est: 226.06M (+12.7%)
301.20M
est: 246.18M (+22.3%)
321.88M
est: 319.31M (+0.8%)
335.83M
est: 377.31M (-11.0%)
343.39M
est: 364.70M (-5.8%)
399.77M
est: 455.90M (-12.3%)
507.67M
est: 534.19M (-5.0%)
529.24M
est: 546.19M (-3.1%)
589.49M
est: 634.87M (-7.1%)
628.04M
est: 601.78M (+4.4%)
650.66M
est: 638.35M (+1.9%)
670.61M
est: 664.10M (+1.0%)
688.95M
est: 737.24M (-6.5%)
715.67M
est: 709.95M (+0.8%)
757.45M
est: 783.28M (-3.3%)
800.33M
est: 830.89M (-3.7%)
833.05M
est: 771.94M (+7.9%)
1.06B
est: 836.40M (+26.5%)
1.22B
est: 923.31M (+32.3%)
1.22B
est: 1.27B (-3.7%)
1.26B
est: 1.29B (-2.3%)
1.34B
est: 1.24B (+7.7%)
1.29B
1.26B – 1.33B
+3.6% YoY
1.35B
1.32B – 1.39B
+4.9% YoY
1.41B
1.41B – 1.41B
+4.4% YoY
1.58B
1.55B – 1.62B
+11.9% YoY
1.63B
1.60B – 1.67B
+3.1% YoY
EPS
0.94
est: 1.09 (-13.8%)
1.12
est: 1.15 (-2.6%)
1.39
est: 1.10 (+26.9%)
1.89
est: 1.51 (+25.2%)
2.69
est: 1.89 (+42.3%)
3.15
est: 2.85 (+10.5%)
2.49
est: 2.82 (-11.7%)
2.28
est: 2.28 (+0.0%)
1.40
est: 1.68 (-16.4%)
2.49
est: 2.34 (+6.4%)
2.74
est: 3.27 (-16.2%)
2.48
est: 3.55 (-30.1%)
3.42
est: 3.61 (-5.3%)
4.00
est: 4.37 (-8.5%)
4.51
est: 4.87 (-7.4%)
4.73
est: 5.17 (-8.6%)
5.12
est: 5.59 (-8.4%)
6.48
est: 6.46 (+0.3%)
6.51
est: 6.51 (-0.1%)
7.03
est: 6.82 (+3.1%)
10.83
est: 10.49 (+3.3%)
15.46
est: 14.01 (+10.4%)
13.67
est: 13.16 (+3.8%)
13.34
est: 13.05 (+2.2%)
12.25
est: 12.32 (-0.5%)
12.67
12.20 – 13.28
+2.8% YoY
13.82
13.47 – 14.27
+9.1% YoY
15.02
12.72 – 19.31
+8.7% YoY
17.00
16.61 – 17.57
+13.2% YoY
23.40
22.87 – 24.18
+37.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-29 Stephens & Co. Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-27 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-26 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-22 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-21 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-20 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-19 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-18 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-15 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-14 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-13 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-12 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-11 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-08 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-07 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-06 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-05 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-04 A- 4/5 3/5 5/5 5/5 3/5 2/5 2/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 2/5 2/5 2/5
2026-04-30 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-29 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-28 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 2/5 2/5 2/5
2026-04-24 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-20 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-17 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-16 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5
2026-04-15 B+ 3/5 3/5 4/5 5/5 2/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
671.90M
OE per share TTM
17.72
Owner's Yield
4.82%
Maintenance CapEx ratio
8.51%
Maint CapEx / Avg PPE
6.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
774
Total invested
13.91B
Insider transactions (90d)
0
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 3.79M 10.90% 3.79M HC Delaware 2024-10-23
2 Abigail P. Johnson 3.65M 10.51% 3.65M IN United States of America 2024-08-12
3 FMR LLC 3.65M 10.51% 2.67M 3.65M HC Delaware 2024-08-12
4 The Vanguard Group - 23-1945930 3.31M 10.03% 15.7K 3.27M 44.9K IA Pennsylvania For 2022-02-10
5 Edward C. Johnson 3d 2.93M 9.74% 2.93M IN United States of America 2015-02-13
6 Baillie Gifford & Co (Scottish partnership) 2.09M 11.00% IA SCOTLAND UK 2022-01-26
7 LLC. 1.93M 6.89% 1.29M 1.93M IA DELAWARE 2011-02-15
8 Gate Capital GP LLC 1.42M 5.07% 1.42M OO Delaware 2010-07-30
9 Gate Capital LP 1.42M 5.07% 1.42M IA Delaware 2010-07-30
10 Jason Capello 1.42M 5.07% 1.42M IN States 2010-07-30
11 FRONTIER CAPITAL MANAGEMENT CO., LLC. 1.37M 4.93% 1.37M 1.37M IA DELAWARE 2010-02-12
12 Capital World Investors ** 1.28M 3.90% 1.28M 1.28M IA Delaware 2020-02-14
13 52-0556948 1.25M 3.80% 285.6K 1.25M IA Maryland 2019-02-14
14 Merchants’ Gate Capital GP LLC 1.00M 3.57% 1.00M OO Delaware 2011-02-14
15 Merchants’ Gate Capital LP 1.00M 3.57% 1.00M IA, PN Delaware 2011-02-14
16 Mr. Jason Capello 1.00M 3.57% 1.00M IN Canada 2011-02-14
17 JPMorgan Chase & Co. 998.1K 3.20% 921.8K 998.1K HC Delaware 2016-11-07
18 Capital Research Global Investors ** 364.7K 1.20% 364.7K 364.7K IA Delaware 2013-02-13
19 Carrier Corporation 94.8K 0.30% 94.8K CO Delaware 2017-02-28
20 United Technologies Corporation 94.8K 0.30% 94.8K CO Delaware 2017-02-28

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
774
-2 vs prev Q
New positions
100
Closed positions
104
Increased
386
Reduced
242
Put/Call ratio
1.87
Calls held
162.6K
Puts held
303.6K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 63.5K +63.5K (+100.0%) 21.39B +21.4B (+100.0%) 0.17% +0.167 pp 0.03% +0.032 pp USD336.95 +0.0% 1 qtrs NEW
2 CAPITAL INTERNATIONAL INVESTORS 4.64M +2.4M (+103.1%) 1.56B +640.2M (+69.3%) 12.24% +6.209 pp 0.25% +0.096 pp USD372.29 -9.5% 3 qtrs
3 BLACKROCK, INC. 3.69M -57.2K (-1.5%) 1.24B -271.3M (-17.9%) 9.72% -0.164 pp 0.02% -0.006 pp USD491.23 -31.4% 6 qtrs
4 VANGUARD GROUP INC 3.52M -27.5K (-0.8%) 1.19B -248.4M (-17.3%) 9.29% -0.085 pp 0.02% -0.004 pp USD174.05 +93.6% 84 qtrs
5 FMR LLC 1.97M -1.0M (-34.5%) 662.75M -550.9M (-45.4%) 5.19% -2.738 pp 0.03% -0.029 pp USD355.46 -5.2% 64 qtrs
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.56M +46.8K (+3.1%) 525.63M -85.9M (-14.0%) 4.11% +0.119 pp 0.08% -0.016 pp USD256.05 +31.6% 100 qtrs
7 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1.41M -139.5K (-9.0%) 474.05M -151.2M (-24.2%) 3.71% -0.373 pp 1.27% -0.252 pp USD248.17 +35.8% 40 qtrs
8 STATE STREET CORP 1.24M +2.5K (+0.2%) 418.03M -82.5M (-16.5%) 3.27% +0.002 pp 0.01% -0.003 pp USD228.65 +47.4% 51 qtrs
9 BAILLIE GIFFORD & CO 917.5K -26.6K (-2.8%) 309.15M -72.5M (-19.0%) 2.42% -0.073 pp 0.26% -0.026 pp USD167.42 +101.3% 51 qtrs
10 MORGAN STANLEY 824.9K +211.9K (+34.6%) 277.94M +30.1M (+12.2%) 2.17% +0.557 pp 0.02% +0.002 pp USD390.19 -13.6% 51 qtrs
11 BLAIR WILLIAM & CO/IL 675.4K -124.5K (-15.6%) 227.59M -95.8M (-29.6%) 1.78% -0.331 pp 0.61% -0.250 pp USD201.53 +67.2% 51 qtrs
12 GEODE CAPITAL MANAGEMENT, LLC 638.0K +5.2K (+0.8%) 214.37M -40.7M (-16.0%) 1.68% +0.011 pp 0.01% -0.003 pp USD257.23 +31.0% 78 qtrs
13 MARKEL GROUP INC. 577.7K +12.5K (+2.2%) 194.65M -33.9M (-14.8%) 1.52% +0.031 pp 1.55% -0.303 pp USD207.08 +62.7% 45 qtrs
14 DAVENPORT & CO LLC 470.2K +113.3K (+31.8%) 159.29M +15.5M (+10.8%) 1.24% +0.298 pp 0.85% +0.082 pp USD213.67 +57.7% 51 qtrs
15 CAPITAL WORLD INVESTORS 434.0K -200.0K (-31.5%) 146.24M -110.1M (-42.9%) 1.14% -0.529 pp 0.02% -0.015 pp USD175.02 +92.5% 50 qtrs
16 WELLS FARGO & COMPANY/MN 426.4K -26.3K (-5.8%) 143.66M -39.3M (-21.5%) 1.12% -0.071 pp 0.03% -0.009 pp USD187.96 +79.3% 57 qtrs
17 TWO SIGMA INVESTMENTS, LP 404.8K +231.7K (+133.9%) 136.40M +66.4M (+94.9%) 1.07% +0.610 pp 0.19% +0.088 pp USD365.88 -7.9% 3 qtrs
18 CAPTRUST FINANCIAL ADVISORS 396.5K +6.0K (+1.5%) 133.61M -24.3M (-15.4%) 1.05% +0.015 pp 0.25% -0.068 pp USD471.89 -28.6% 33 qtrs
19 RAYMOND JAMES FINANCIAL INC 393.9K -15.7K (-3.8%) 132.71M -32.9M (-19.9%) 1.04% -0.043 pp 0.04% -0.012 pp USD468.32 -28.1% 5 qtrs
20 NEUBERGER BERMAN GROUP LLC 382.8K -99.3K (-20.6%) 129.00M -65.9M (-33.8%) 1.01% -0.263 pp 0.10% -0.046 pp USD105.27 +220.1% 57 qtrs
21 HAMLIN CAPITAL MANAGEMENT, LLC 340.3K -65.2K (-16.1%) 114.67M -49.3M (-30.1%) 0.90% -0.173 pp 2.75% -0.980 pp USD369.95 -8.9% 12 qtrs
22 NORGES BANK 329.0K +329.0K (+100.0%) 110.85M +110.9M (+100.0%) 0.87% +0.868 pp 0.01% +0.012 pp USD336.95 +0.0% 1 qtrs NEW
23 NORTHERN TRUST CORP 319.2K -9.6K (-2.9%) 107.54M -25.4M (-19.1%) 0.84% -0.026 pp 0.01% -0.003 pp USD249.12 +35.3% 51 qtrs
24 RENAISSANCE TECHNOLOGIES LLC 305.3K +167.1K (+120.9%) 102.86M +47.0M (+84.1%) 0.80% +0.440 pp 0.16% +0.086 pp USD378.36 -10.9% 6 qtrs
25 GOLDMAN SACHS GROUP INC 304.8K -32.8K (-9.7%) 102.69M -33.8M (-24.8%) 0.80% -0.088 pp 0.01% -0.004 pp USD384.14 -12.3% 73 qtrs
26 BAHL & GAYNOR INC 260.8K +2.5K (+1.0%) 87.87M -16.6M (-15.9%) 0.69% +0.006 pp 0.44% -0.074 pp USD287.98 +17.0% 56 qtrs
27 BANK OF NEW YORK MELLON CORP 254.2K -51.9K (-17.0%) 85.65M -38.1M (-30.8%) 0.67% -0.138 pp 0.02% -0.009 pp USD154.11 +118.6% 66 qtrs
28 TWO SIGMA ADVISERS, LP 234.6K +174.9K (+292.9%) 79.04M +54.9M (+227.5%) 0.62% +0.461 pp 0.15% +0.105 pp USD354.71 -5.0% 9 qtrs
29 CALEDONIA INVESTMENTS PLC 232.9K +13.5K (+6.2%) 78.49M -10.2M (-11.5%) 0.61% +0.035 pp 8.70% -0.030 pp USD194.68 +73.1% 36 qtrs
30 BROWN BROTHERS HARRIMAN & CO 231.0K +31.3K (+15.6%) 77.83M -2.9M (-3.6%) 0.61% +0.082 pp 0.42% -0.067 pp USD412.15 -18.2% 48 qtrs
31 DIMENSIONAL FUND ADVISORS LP 225.2K -2.1K (-0.9%) 75.91M -16.0M (-17.4%) 0.59% -0.006 pp 0.02% -0.004 pp USD197.08 +71.0% 51 qtrs
32 ENVESTNET ASSET MANAGEMENT INC 218.6K -58.2K (-21.0%) 73.65M -38.2M (-34.2%) 0.58% -0.154 pp 0.02% -0.010 pp USD320.71 +5.1% 40 qtrs
33 JPMORGAN CHASE & CO 214.8K -100.8K (-31.9%) 72.38M -55.2M (-43.3%) 0.57% -0.267 pp 0.00% -0.003 pp USD405.92 -17.0% 51 qtrs
34 BANK OF AMERICA CORP /DE/ 213.6K +63.0K (+41.8%) 71.97M +11.1M (+18.2%) 0.56% +0.166 pp 0.01% +0.001 pp USD333.59 +1.0% 52 qtrs
35 WELCH & FORBES LLC 210.7K -2.5K (-1.2%) 71.00M -15.2M (-17.6%) 0.56% -0.007 pp 0.86% -0.178 pp USD189.31 +78.0% 29 qtrs
36 UBS GROUP AG 186.9K +73.0K (+64.1%) 62.97M +16.9M (+36.7%) 0.49% +0.192 pp 0.01% +0.003 pp USD399.45 -15.6% 45 qtrs
37 SCHWARTZ INVESTMENT COUNSEL INC 167.2K +47.2K (+39.3%) 56.33M +7.8M (+16.1%) 0.44% +0.124 pp 1.97% +0.341 pp USD369.91 -8.9% 28 qtrs
38 VANTAGE INVESTMENT PARTNERS, LLC 166.2K +68.4K (+70.0%) 55.99M +16.5M (+41.7%) 0.44% +0.180 pp 3.74% +1.035 pp USD381.98 -11.8% 8 qtrs
39 JACOBS LEVY EQUITY MANAGEMENT, INC 152.4K +36.1K (+31.0%) 51.37M +4.3M (+9.2%) 0.40% +0.095 pp 0.20% +0.012 pp USD459.89 -26.7% 4 qtrs
40 WELLINGTON MANAGEMENT GROUP LLP 149.0K -38.0K (-20.3%) 50.21M -25.4M (-33.6%) 0.39% -0.101 pp 0.01% -0.004 pp USD186.07 +81.1% 28 qtrs
41 CI PRIVATE WEALTH, LLC 145.4K -10.6K (-6.8%) 49.00M -14.1M (-22.3%) 0.38% -0.029 pp 0.07% -0.034 pp USD334.12 +0.8% 13 qtrs
42 BENJAMIN EDWARDS INC 145.1K -1.4K (-1.0%) 48.92M -10.3M (-17.5%) 0.38% -0.004 pp 0.54% -0.129 pp USD471.66 -28.6% 28 qtrs
43 ROYAL BANK OF CANADA 137.7K -91.2K (-39.8%) 46.38M -46.1M (-49.9%) 0.36% -0.241 pp 0.01% -0.008 pp USD341.47 -1.3% 51 qtrs
44 EPOCH INVESTMENT PARTNERS, INC. 135.1K +103.6K (+328.4%) 45.53M +32.8M (+257.0%) 0.36% +0.273 pp 0.26% +0.189 pp USD352.67 -4.5% 2 qtrs
45 UBS ASSET MANAGEMENT AMERICAS INC 128.6K -466.0 (-0.4%) 43.32M -8.8M (-17.0%) 0.34% -0.002 pp 0.01% -0.002 pp USD337.68 -0.2% 58 qtrs
46 CITIGROUP INC 125.1K +95.6K (+323.5%) 42.15M +30.2M (+253.0%) 0.33% +0.252 pp 0.02% +0.013 pp USD360.15 -6.4% 61 qtrs
47 VOLORIDGE INVESTMENT MANAGEMENT, LLC 120.5K +56.9K (+89.5%) 40.60M +14.9M (+57.9%) 0.32% +0.150 pp 0.14% +0.056 pp USD380.94 -11.5% 9 qtrs
48 KING LUTHER CAPITAL MANAGEMENT CORP 117.0K -15.7K (-11.8%) 39.42M -14.2M (-26.5%) 0.31% -0.042 pp 0.16% -0.061 pp USD376.91 -10.6% 44 qtrs
49 CONESTOGA CAPITAL ADVISORS, LLC 115.6K +21.1K (+22.4%) 38.94M +754.9K (+2.0%) 0.30% +0.055 pp 0.66% +0.043 pp USD280.52 +20.1% 34 qtrs
50 AEGON ASSET MANAGEMENT UK PLC 114.0K -7.2K (-5.9%) 38.44M -10.4M (-21.3%) 0.30% -0.019 pp 0.46% -0.122 pp USD433.65 -22.3% 9 qtrs
51 EMPLOYEES RETIREMENT SYSTEM OF TEXAS 112.6K +106.9K (+1,869.2%) 37.94M +35.6M (+1,541.0%) 0.30% +0.282 pp 0.31% +0.290 pp USD342.27 -1.6% 9 qtrs
52 GW&K INVESTMENT MANAGEMENT, LLC 110.2K -992.0 (-0.9%) 37.14M -7.8M (-17.4%) 0.29% -0.003 pp 0.32% -0.077 pp USD160.86 +109.5% 35 qtrs
53 DONALDSON CAPITAL MANAGEMENT, LLC 109.9K -14.9K (-11.9%) 37.04M -13.4M (-26.6%) 0.29% -0.040 pp 1.18% -0.419 pp USD427.21 -21.1% 41 qtrs
54 BAIRD FINANCIAL GROUP, INC. 109.6K +4.1K (+3.9%) 36.93M -5.7M (-13.4%) 0.29% +0.010 pp 0.06% -0.011 pp USD257.75 +30.7% 43 qtrs
55 STIFEL FINANCIAL CORP 103.5K -9.3K (-8.3%) 34.88M -10.7M (-23.5%) 0.27% -0.025 pp 0.03% -0.010 pp USD309.94 +8.7% 40 qtrs
56 RHUMBLINE ADVISERS 103.4K +324.0 (+0.3%) 34.83M -6.8M (-16.4%) 0.27% +0.001 pp 0.03% -0.005 pp USD166.61 +102.2% 55 qtrs
57 LEGAL & GENERAL GROUP PLC 100.5K -8.2K (-7.6%) 33.85M -10.1M (-23.0%) 0.26% -0.022 pp 0.01% -0.002 pp USD265.12 +27.1% 55 qtrs
58 SWISS NATIONAL BANK 95.6K -5.0K (-5.0%) 32.23M -8.5M (-20.8%) 0.25% -0.014 pp 0.02% -0.004 pp USD261.91 +28.7% 51 qtrs
59 DEARBORN PARTNERS LLC 94.7K -3.2K (-3.3%) 31.92M -7.7M (-19.4%) 0.25% -0.009 pp 1.59% -0.263 pp USD226.35 +48.9% 51 qtrs
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 88.8K +52.6K (+145.3%) 29.92M +15.3M (+104.4%) 0.23% +0.139 pp 0.00% +0.002 pp USD379.12 -11.1% 51 qtrs
61 ANCHOR CAPITAL ADVISORS LLC 85.4K +6.4K (+8.1%) 28.77M -3.2M (-9.9%) 0.23% +0.017 pp 0.83% -0.090 pp USD183.93 +83.2% 52 qtrs
62 HOWLAND CAPITAL MANAGEMENT LLC 83.9K -7.3K (-8.0%) 28.26M -8.6M (-23.3%) 0.22% -0.019 pp 1.07% -0.329 pp USD92.65 +263.7% 72 qtrs
63 WILKINSON GLOBAL ASSET MANAGEMENT LLC 78.9K -2.8K (-3.4%) 26.59M -6.4M (-19.5%) 0.21% -0.008 pp 1.82% -0.261 pp USD290.11 +16.1% 20 qtrs
64 INVESCO LTD. 78.3K +4.9K (+6.6%) 26.40M -3.3M (-11.1%) 0.21% +0.013 pp 0.00% -0.001 pp USD371.67 -9.3% 57 qtrs
65 PRINCIPAL FINANCIAL GROUP INC 77.8K -3.0K (-3.8%) 26.20M -6.5M (-19.8%) 0.21% -0.008 pp 0.01% -0.003 pp USD173.63 +94.1% 81 qtrs
66 ALPS ADVISORS INC 70.8K +70.8K (+100.0%) 23.85M +23.8M (+100.0%) 0.19% +0.187 pp 0.14% +0.139 pp USD336.95 +0.0% 1 qtrs NEW
67 HRT FINANCIAL LP 70.7K +60.7K (+604.3%) 23.84M +19.8M (+487.1%) 0.19% +0.160 pp 0.08% +0.060 pp USD354.52 -5.0% 4 qtrs
68 BASKIN FINANCIAL SERVICES INC. 70.6K -627.0 (-0.9%) 23.78M -5.0M (-17.4%) 0.19% -0.002 pp 1.79% -0.326 pp USD329.43 +2.3% 17 qtrs
69 RIVERBRIDGE PARTNERS LLC 69.4K -16.9K (-19.6%) 23.39M -11.5M (-33.0%) 0.18% -0.045 pp 0.44% -0.151 pp USD213.94 +57.5% 35 qtrs
70 GENEVA CAPITAL MANAGEMENT LLC 67.5K +2.3K (+3.5%) 22.75M -3.6M (-13.7%) 0.18% +0.006 pp 0.43% -0.025 pp USD237.94 +41.6% 24 qtrs
71 RMB CAPITAL MANAGEMENT, LLC 67.0K -1.4K (-2.0%) 22.57M -5.1M (-18.3%) 0.18% -0.004 pp 0.39% -0.116 pp USD268.39 +25.5% 21 qtrs
72 SUMITOMO MITSUI TRUST HOLDINGS, INC. 66.7K -3.2K (-4.6%) 22.47M -5.8M (-20.5%) 0.18% -0.009 pp 0.01% -0.003 pp USD389.36 -13.5% 11 qtrs
73 CAPITAL ADVISORS INC/OK 66.4K +3.5K (+5.6%) 22.37M -3.0M (-12.0%) 0.18% +0.009 pp 0.36% -0.065 pp USD256.72 +31.3% 23 qtrs
74 DEUTSCHE BANK AG\ 64.0K -274.0 (-0.4%) 21.58M -4.4M (-17.0%) 0.17% -0.001 pp 0.01% -0.002 pp USD407.73 -17.4% 50 qtrs
75 D. E. SHAW & CO., INC. 62.7K -43.4K (-40.9%) 21.14M -21.8M (-50.7%) 0.17% -0.115 pp 0.01% -0.013 pp USD438.62 -23.2% 20 qtrs
76 CITADEL ADVISORS LLC 61.8K -45.4K (-42.4%) 20.81M -22.5M (-52.0%) 0.16% -0.120 pp 0.00% -0.004 pp USD480.98 -29.9% 22 qtrs
77 NUVEEN, LLC 61.1K -914.0 (-1.5%) 20.58M -4.5M (-17.9%) 0.16% -0.003 pp 0.01% -0.001 pp USD508.30 -33.7% 4 qtrs
78 TUDOR INVESTMENT CORP ET AL 61.1K +53.0K (+655.6%) 20.57M +17.3M (+529.7%) 0.16% +0.140 pp 0.04% +0.032 pp USD350.80 -3.9% 3 qtrs
79 FENIMORE ASSET MANAGEMENT INC 60.9K -9.8K (-13.9%) 20.51M -8.1M (-28.3%) 0.16% -0.026 pp 0.43% -0.146 pp USD309.12 +9.0% 15 qtrs
80 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 59.1K +11.2K (+23.2%) 19.92M +526.3K (+2.7%) 0.16% +0.029 pp 0.01% 0.000 pp USD205.76 +63.8% 58 qtrs
81 MITSUBISHI UFJ TRUST & BANKING CORP 58.9K -51.2K (-46.5%) 19.87M -24.7M (-55.4%) 0.16% -0.135 pp 0.05% -0.051 pp USD211.50 +59.3% 50 qtrs
82 CAPITAL INTERNATIONAL, INC./CA/ 58.5K +40.2K (+219.8%) 19.70M +12.3M (+166.5%) 0.15% +0.106 pp 0.16% +0.096 pp USD358.01 -5.9% 2 qtrs
83 NORDEA INVESTMENT MANAGEMENT AB 56.8K -488.0 (-0.9%) 19.38M -3.6M (-15.6%) 0.15% -0.002 pp 0.02% -0.004 pp USD303.12 +11.2% 32 qtrs
84 NATIXIS ADVISORS, L.P. 57.0K -5.7K (-9.1%) 19.20M -6.1M (-24.2%) 0.15% -0.015 pp 0.03% -0.010 pp USD199.21 +69.1% 36 qtrs
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 56.2K +1.0K (+1.9%) 18.95M -3.4M (-15.1%) 0.15% +0.003 pp 0.02% -0.004 pp USD203.63 +65.5% 52 qtrs
86 RUSSELL INVESTMENTS GROUP, LTD. 55.8K +10.7K (+23.7%) 18.81M +561.1K (+3.1%) 0.15% +0.028 pp 0.02% 0.000 pp USD403.62 -16.5% 37 qtrs
87 DUDLEY & SHANLEY, INC. 55.7K +16.3K (+41.5%) 18.77M +2.8M (+17.9%) 0.15% +0.043 pp 3.02% +0.455 pp USD356.33 -5.4% 12 qtrs
88 AMUNDI 55.4K +18.9K (+52.0%) 18.65M +3.7M (+24.9%) 0.15% +0.050 pp 0.01% +0.000 pp USD382.78 -12.0% 15 qtrs
89 PREMIER FUND MANAGERS LTD 53.6K -12.8K (-19.3%) 18.38M -8.2M (-30.7%) 0.14% -0.034 pp 1.06% -0.032 pp USD234.17 +43.9% 23 qtrs
90 RETIREMENT SYSTEMS OF ALABAMA 54.1K -285.0 (-0.5%) 18.22M -3.8M (-17.1%) 0.14% -0.001 pp 0.06% -0.014 pp USD205.81 +63.7% 52 qtrs
91 SWEDBANK AB 52.3K -32.0K (-38.0%) 17.64M -16.5M (-48.3%) 0.14% -0.085 pp 0.02% -0.018 pp USD280.47 +20.1% 20 qtrs
92 BARCLAYS PLC 52.3K -332.1K (-86.4%) 17.62M -171.5M (-90.7%) 0.14% -0.877 pp 0.00% -0.044 pp USD402.04 -16.2% 51 qtrs
93 GREAT WEST LIFE ASSURANCE CO /CAN/ 50.9K -86.5K (-63.0%) 17.19M -37.8M (-68.7%) 0.13% -0.229 pp 0.03% -0.049 pp USD380.32 -11.4% 49 qtrs
94 ALLIANCEBERNSTEIN L.P. 48.3K +392.0 (+0.8%) 16.29M -3.1M (-16.0%) 0.13% +0.001 pp 0.01% -0.001 pp USD249.86 +34.9% 61 qtrs
95 INTECH INVESTMENT MANAGEMENT LLC 47.0K +22.7K (+93.6%) 15.85M +6.0M (+61.3%) 0.12% +0.060 pp 0.14% +0.054 pp USD383.06 -12.0% 15 qtrs
96 PEMBROKE MANAGEMENT, LTD 46.8K -23.4K (-33.3%) 15.77M -12.6M (-44.4%) 0.12% -0.062 pp 1.63% -1.186 pp USD336.14 +0.2% 24 qtrs
97 VICTORY CAPITAL MANAGEMENT INC 46.0K +2.0K (+4.5%) 15.51M -2.3M (-12.9%) 0.12% +0.005 pp 0.01% -0.002 pp USD347.35 -3.0% 26 qtrs
98 COMERICA BANK 45.8K +12.2K (+36.3%) 15.42M +1.8M (+13.6%) 0.12% +0.032 pp 0.06% +0.011 pp USD376.24 -10.4% 10 qtrs
99 FEDERATED HERMES, INC. 45.4K +25.5K (+127.7%) 15.31M +7.2M (+89.7%) 0.12% +0.067 pp 0.03% +0.011 pp USD352.98 -4.5% 54 qtrs
100 HEARTLAND ADVISORS INC 45.2K +8.3K (+22.6%) 15.21M +323.3K (+2.2%) 0.12% +0.022 pp 0.82% +0.033 pp USD347.29 -3.0% 15 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
14.0K
Shares disposed
Cash buys
Cash sales
Net activity
+14,049
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
2026-03-11 Nahmad Aaron J Director / Officer J-Other A Common stock 25 336.95 8.4K 526 I
2026-03-11 NAHMAD ALBERT H Director / Officer J-Other A Common stock 25 336.95 8.4K 92 I
2026-03-11 MENENDEZ ANA M Officer J-Other A Common stock 25 336.95 8.4K 1,573 I
2026-03-11 LOGAN BARRY S Director / Officer J-Other A Common stock 19 336.95 6.4K 1,802 I
2026-01-07 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 13,955 0.00 305,993 D
2025-12-31 Tapella Gary L Director Common stock 0 0.00 1,648 I
2025-12-31 Nahmad Aaron J Director / Officer Common stock 0 0.00 1,408 D
2025-12-31 NAHMAD ALBERT H Director / Officer Common stock 0 0.00 67 I
2025-12-31 MENENDEZ ANA M Officer Common stock 0 0.00 40,000 D
2025-12-31 Lopez-Blazquez Ana Director Common stock 0 0.00 293 D
2025-12-31 LOGAN BARRY S Director / Officer Common stock 0 0.00 1,783 I
2025-12-31 Dickins Denise Director Common stock 0 0.00 21,638 D
2025-12-31 Custer John Michael Director Common stock 0 0.00 3,552 D
2025-12-31 ALVAREZ CESAR L Director Common stock 0 0.00 400 D
2025-12-12 Lopez-Blazquez Ana Director M-Exempt D Stock Option (right to buy) 1,000 250.84 250.8K 0 D
2025-12-05 Dickins Denise Director G-Gift D Common stock 269 0.00 21,638 D
2025-07-24 Tapella Gary L Director A-Award A Stock Option (right to buy) 1,000 484.69 484.7K 1,000 D
2025-06-10 Custer John Michael Director S-Sale D Common stock 2,200 448.27 986.2K 3,552 D
2025-05-15 Dickins Denise Director G-Gift D Common stock 191 0.00 21,907 D
2025-05-12 Dickins Denise Director F-InKind D Common stock 1,624 484.84 787.4K 2,876 D
2025-03-13 Nahmad Aaron J Director / Officer J-Other A Common stock 18 473.89 8.5K 501 I
2025-03-13 NAHMAD ALBERT H Director / Officer J-Other A Common stock 18 473.89 8.5K 67 I
2025-03-13 MENENDEZ ANA M Officer J-Other A Common stock 18 473.89 8.5K 1,548 I
2025-03-13 LOGAN BARRY S Director / Officer J-Other A Common stock 13 473.89 6.2K 1,783 I
2025-03-05 Tapella Gary L Director A-Award A Stock Option (right to buy) 1,500 501.67 752.5K 1,500 D
2025-03-05 ALVAREZ CESAR L Director A-Award A Stock Option (right to buy) 1,500 501.67 752.5K 1,500 D
2025-03-01 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 10,000 0.00 160,385 D
2025-02-25 Tapella Gary L Director Stock Option (right to buy) 1,000 267.47 267.5K 0 D
2025-02-11 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 569 0.00 292,038 D
2025-01-07 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 8,698 0.00 280,830 D
2025-01-07 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 11,597 0.00 150,385 D
2024-12-31 Schimel Valerie 0 0.00 0
2024-12-31 Nahmad Aaron J Director / Officer Common stock 0 0.00 483 I
2024-12-31 NAHMAD ALBERT H Director / Officer Common stock 0 0.00 49 I
2024-12-31 MENENDEZ ANA M Officer Common stock 0 0.00 1,530 I
2024-12-31 Lopez-Blazquez Ana 0 0.00 0
2024-12-31 LOGAN BARRY S Director / Officer Common stock 0 0.00 1,770 I
2024-12-31 Dickins Denise Director Common stock 0 0.00 19,222 D
2024-12-31 Custer John Michael Director Common stock 0 0.00 5,752 D
2024-12-31 ALVAREZ CESAR L 0 0.00 0
2024-12-18 LOGAN BARRY S Director / Officer S-Sale D Common stock 10,998 508.21 5.59M 0 D
2024-12-14 LOGAN BARRY S Director / Officer F-InKind D Common stock 71,702 509.75 36.55M 30,000 D
2024-09-03 Dickins Denise Director G-Gift D Common stock 60 0.00 19,222
2024-08-05 Dickins Denise Director G-Gift D Common stock 440 0.00 19,282
2024-06-06 Custer John Michael Director M-Exempt A Common stock 1,666 260.28 433.6K 1,666
2024-05-10 LOGAN BARRY S Director / Officer S-Sale D Common stock 774 473.85 366.8K 1,770
2024-05-09 Macdonald John Alexander Director M-Exempt D Stock Option (right to buy) 1,000 165.61 165.6K 0
2024-05-06 Dickins Denise Director F-InKind D Common stock 3,061 472.35 1.45M 5,939
2024-03-11 Nahmad Aaron J Director / Officer J-Other A Common stock 19 428.47 8.1K 483
2024-03-11 NAHMAD ALBERT H Director / Officer J-Other A Common stock 19 428.47 8.1K 49
2024-03-11 MENENDEZ ANA M Officer J-Other A Common stock 19 428.47 8.1K 1,530
2024-03-11 LOGAN BARRY S Director / Officer J-Other A Common stock 18 428.47 7.7K 2,544
2024-02-26 Dickins Denise Director G-Gift D Common stock 202 0.00 13,783
2024-01-09 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 17,764 0.00 260,014
2024-01-09 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 23,685 0.00 138,788
2023-12-31 Schimel Valerie Director 0 0.00 0
2023-12-31 Rubin Steven Director D Common stock 0 0.00 2,693
2023-12-31 Nahmad Aaron J Director / Officer I Common stock 0 0.00 464
2023-12-31 NAHMAD ALBERT H Director / Officer I Common stock 0 0.00 30
2023-12-31 Macdonald John Alexander Director D Common stock 0 0.00 2,000
2023-12-31 MENENDEZ ANA M Officer I Common stock 0 0.00 1,511
2023-12-31 Lopez-Blazquez Ana Director 0 0.00 0
2023-12-31 LOGAN BARRY S Officer I Common stock 0 0.00 450
2023-12-31 Dickins Denise Director D Common stock 0 0.00 13,985
2023-12-31 Custer John Michael Director D Common stock 0 0.00 4,086
2023-12-31 ALVAREZ CESAR L Director 0 0.00 0
2023-12-12 ALVAREZ CESAR L Director S-Sale D Common Stock 5,000 412.34 2.06M 0
2023-08-01 Custer John Michael Director A-Award A Stock Option (right to buy) 2,000 376.95 753.9K 2,000
2023-06-06 Custer John Michael Director M-Exempt D Stock Option (right to buy) 1,667 260.28 433.9K 1,666
2023-06-05 NAHMAD ALBERT H Director / Officer G-Gift D Common stock 1,494 0.00 0
2023-06-05 Lopez-Blazquez Ana Director D Stock Option (right to buy) 1,000 250.84 250.8K 0
2023-05-22 ALVAREZ CESAR L Director S-Sale D Common Stock 4,000 332.64 1.33M 0
2023-03-13 Nahmad Aaron J Director / Officer J-Other A Common stock 30 249.40 7.5K 464
2023-03-13 NAHMAD ALBERT H Director / Officer J-Other A Common stock 30 249.40 7.5K 30
2023-03-13 MENENDEZ ANA M Officer J-Other A Common stock 30 249.40 7.5K 1,511
2023-03-13 LOGAN BARRY S Officer J-Other A Common stock 30 249.40 7.5K 2,526
2023-03-03 Dickins Denise Director F-InKind D Common stock 3,536 314.03 1.11M 2,464
2023-02-27 Dickins Denise Director G-Gift D Common stock 90 0.00 11,521
2023-02-27 Custer John Michael Director M-Exempt D Stock Option (right to buy) 2,500 175.07 437.7K 0
2023-02-07 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 29,701 0.00 242,250
2023-02-07 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 39,602 0.00 115,103
2023-01-10 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 9,229 0.00 212,549 D
2022-12-31 Rubin Steven Director D Common stock 0 0.00 2,693
2022-12-31 Nahmad Aaron J Director / Officer I Common stock 0 0.00 434
2022-12-31 MOSS BOB L Director I Common stock 0 0.00 1,000
2022-12-31 MENENDEZ ANA M Officer I Common stock 0 0.00 1,481
2022-12-31 Custer John Michael Director 0 0.00 0
2022-12-31 ALVAREZ CESAR L Director 0 0.00 0
2022-10-15 NAHMAD ALBERT H Director / Officer F-InKind D Class B Common stock 311,408 0.00 1,104,214 I
2022-06-06 Schimel Valerie Director A-Award A Stock Option (right to buy) 4,000 260.28 1.04M 4,000
2022-06-06 Rubin Steven Director A-Award A Stock Option (right to buy) 5,000 260.28 1.30M 5,000
2022-06-06 Macdonald John Alexander Director A-Award A Stock Option (right to buy) 5,000 260.28 1.30M 5,000
2022-06-06 Custer John Michael Director A-Award A Stock Option (right to buy) 5,000 260.28 1.30M 5,000
2022-06-01 MOSS BOB L Director M-Exempt A Common Stock 2,500 175.07 437.7K 36,500
2022-05-27 ALVAREZ CESAR L Director M-Exempt A Common Stock 4,000 143.86 575.4K 0
2022-04-25 MOSS BOB L Director M-Exempt A Common Stock 2,000 160.69 321.4K 34,000
2022-03-23 Keeley Brian E. Director M-Exempt A Common Stock 5,000 185.12 925.6K 0
2022-03-14 Nahmad Aaron J Officer J-Other A Common stock 23 312.88 7.2K 434
2022-03-14 NAHMAD ALBERT H Officer J-Other A Common stock 23 312.88 7.2K 1,494
2022-03-14 MENENDEZ ANA M Officer J-Other A Common stock 23 312.88 7.2K 1,481
2022-03-14 LOGAN BARRY S Officer J-Other A Common stock 23 312.88 7.2K 2,496
2022-01-11 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 24,444 0.00 196,096
2022-01-11 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 32,592 0.00 75,501
2021-12-31 Rubin Steven Director Common stock 0 0.00 2,693 D
2021-12-31 Nahmad Aaron J Director / Officer Common stock 0 0.00 411 I
2021-12-31 NAHMAD ALBERT H Director / Officer Common stock 0 0.00 1,471 I
2021-12-31 Macdonald John Alexander Director Common stock 0 0.00 2,000 D
2021-12-31 MOSS BOB L Director Common stock 0 0.00 1,700 I
2021-12-31 MENENDEZ ANA M Officer Common stock 0 0.00 40,000 D
2021-12-31 LOGAN BARRY S Officer Common stock 0 0.00 450 I
2021-12-31 Keeley Brian E. Director Common stock 0 0.00 4,293 D
2021-11-17 Macdonald John Alexander Director M-Exempt A Common stock 2,000 165.61 331.2K 2,000 D
2021-11-05 Rubin Steven Director M-Exempt D Stock Option (right to buy) 1,333 160.69 214.2K 1,000 D
2021-10-11 Macdonald John Alexander Director Stock Option (right to buy) 3,000 165.61 496.8K 0 D
2021-06-07 LOGAN BARRY S Officer A-Award A Class B Common stock 5,000 0.00 113,037 D
2021-06-01 Dickins Denise Director F-InKind D Common stock 2,965 291.08 863.1K 3,035 D
2021-04-28 LOGAN BARRY S Officer S-Sale D Common stock 4,225 294.44 1.24M 0 D
2021-03-10 Nahmad Aaron J Director / Officer J-Other A Common stock 25 226.55 5.7K 411 I
2021-03-10 NAHMAD ALBERT H Director / Officer J-Other A Common stock 25 226.55 5.7K 1,471 I
2021-03-10 MENENDEZ ANA M Officer J-Other A Common stock 25 226.55 5.7K 1,458 I
2021-03-10 LOGAN BARRY S Officer J-Other A Common stock 1 226.55 226.55 2,473 I
2021-02-09 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 5,303 0.00 171,652 D
2021-02-09 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 7,072 0.00 2,360,537 D
2021-01-12 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 2,844 0.00 2,844 D
2021-01-12 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 35,837 0.00 2,353,465 D
2020-12-31 SAPE GEORGE Director Common stock 0 0.00 7,471 D
2020-12-31 Rubin Steven Director Common stock 0 0.00 2,085 D
2020-12-31 Nahmad Aaron J Director / Officer Common stock 0 0.00 386 I
2020-12-31 NAHMAD ALBERT H Director / Officer Common stock 0 0.00 1,446 I
2020-12-31 MOSS BOB L Director Common stock 0 0.00 1,000 I
2020-12-31 MENENDEZ ANA M Officer Common stock 0 0.00 1,433 I
2020-12-31 LOGAN BARRY S Officer Common stock 0 0.00 2,472 I
2020-12-31 Keeley Brian E. Director Common stock 0 0.00 4,177 D
2020-12-31 Dickins Denise Director Common stock 0 0.00 8,646 D
2020-12-07 MOSS BOB L Director M-Exempt D Stock Option (right to buy) 3,000 160.69 482.1K 2,000 D
2020-10-31 NAHMAD ALBERT H Director / Officer G-Gift D Class B Common Stock 5,206 0.00 206,976 D
2020-08-03 SAPE GEORGE Director M-Exempt D Stock Option (right to buy) 4,000 143.86 575.4K 0 D
2020-07-31 Keeley Brian E. Director M-Exempt D Stock Option (right to buy) 1,000 160.69 160.7K 6,000 D
2020-07-28 Rubin Steven Director M-Exempt D Stock Option (right to buy) 4,667 160.69 749.9K 2,333 D
2020-06-11 SAPE GEORGE Director S-Sale D Common Stock 560 175.23 98.1K 7,471 D
2020-06-01 SAPE GEORGE Director A-Award A Stock Option (right to buy) 3,500 175.07 612.7K 3,500 D
2020-06-01 Rubin Steven Director A-Award A Stock Option (right to buy) 3,500 175.07 612.7K 3,500 D
2020-06-01 MOSS BOB L Director A-Award A Stock Option (right to buy) 2,500 175.07 437.7K 2,500 D
2020-06-01 Keeley Brian E. Director A-Award A Stock Option (right to buy) 3,500 175.07 612.7K 3,500 D
2020-06-01 Dickins Denise Director A-Award A Stock Option (right to buy) 4,500 175.07 787.8K 4,500 D
2020-06-01 Custer John Michael Director A-Award A Stock Option (right to buy) 2,500 175.07 437.7K 2,500 D
2020-06-01 ALVAREZ CESAR L Director A-Award A Stock Option (right to buy) 2,500 175.07 437.7K 2,500 D
2020-03-09 Rush Stephen F. Officer J-Other A Common stock 30 180.15 5.4K 852 I
2020-03-09 Nahmad Aaron J Director / Officer J-Other A Common stock 31 180.15 5.6K 386 I
2020-03-09 NAHMAD ALBERT H Director / Officer J-Other A Common stock 31 180.15 5.6K 1,446 I
2020-03-09 MENENDEZ ANA M Officer J-Other A Common stock 31 180.15 5.6K 1,433 I
2020-03-09 LOGAN BARRY S Officer J-Other A Common stock 28 180.15 5.0K 2,472 I
2020-03-05 LOGAN BARRY S Officer S-Sale D Common stock 500 173.73 86.9K 9,000 D
2020-03-04 LOGAN BARRY S Officer S-Sale D Common stock 3,800 167.76 637.5K 0 D
2020-02-11 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 108 0.00 136,627 D
2020-02-11 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 336 0.00 2,317,628 D
2020-01-07 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 2,138 0.00 2,138 D
2020-01-07 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 56,487 0.00 2,317,292 D
2019-12-31 SAPE GEORGE Director Common stock 0 0.00 8,031 D
2019-12-31 Rush Stephen F. Officer Common Stock 0 0.00 783 I
2019-12-31 Nahmad Aaron J Director / Officer Common stock 0 0.00 355 I
2019-12-31 NAHMAD ALBERT H Director / Officer Common stock 0 0.00 1,415 I
2019-12-31 MOSS BOB L Director Common stock 0 0.00 1,000 I
2019-12-31 MENENDEZ ANA M Officer Common stock 0 0.00 1,402 I
2019-12-31 LOGAN BARRY S Officer Common stock 0 0.00 2,444 I
2019-12-31 Keeley Brian E. Director Common stock 0 0.00 3,059 D
2019-12-31 Dickins Denise Director Common stock 0 0.00 7,519 D
2019-12-13 NAHMAD ALBERT H Director / Officer G-Gift D Class B Common Stock 28,000 0.00 212,182 D
2019-12-04 Keeley Brian E. Director P-Purchase A Common Stock 737 178.13 131.3K 737 D
2019-12-02 Keeley Brian E. Director P-Purchase A Common Stock 100 179.83 18.0K 2,322 D
2019-11-14 MOSS BOB L Director S-Sale D Common Stock 100 178.10 17.8K 1,700 I
2019-10-21 SAPE GEORGE Director S-Sale D Common Stock 550 174.87 96.2K 8,031 D
2019-06-03 SAPE GEORGE Director A-Award A Stock Option (right to buy) 7,000 160.69 1.12M 7,000 D
2019-06-03 Rubin Steven Director A-Award A Stock Option (right to buy) 7,000 160.69 1.12M 7,000 D
2019-06-03 MOSS BOB L Director A-Award A Stock Option (right to buy) 5,000 160.69 803.5K 5,000 D
2019-06-03 Keeley Brian E. Director A-Award A Stock Option (right to buy) 7,000 160.69 1.12M 7,000 D
2019-06-03 Dickins Denise Director A-Award A Stock Option (right to buy) 9,000 160.69 1.45M 9,000 D
2019-06-03 Custer John Michael Director A-Award A Srock Option (right to buy) 5,000 160.69 803.5K 5,000 D
2019-06-03 ALVAREZ CESAR L Director A-Award A Stock Option (right to buy) 5,000 160.69 803.5K 5,000 D
2019-04-04 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 354 0.00 115,741 D
2019-04-01 Rush Stephen F. Officer A-Award A Class B Common stock 5,000 0.00 6,837 D
2019-03-12 Nahmad Aaron J Director / Officer J-Other A Common stock 39 139.14 5.4K 355 I
2019-03-12 NAHMAD ALBERT H Director / Officer J-Other A Common stock 39 139.14 5.4K 1,415 I
2019-03-12 MENENDEZ ANA M Officer J-Other A Common stock 39 139.14 5.4K 1,402 I
2019-03-12 LOGAN BARRY S Officer J-Other A Common stock 37 139.14 5.1K 2,444 I
2019-02-12 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 14,706 0.00 115,387 D
2019-02-12 NAHMAD ALBERT H Director / Officer A-Award A Class B Common stock 45,752 0.00 2,260,805 D
2019-01-07 Nahmad Aaron J Director / Officer A-Award A Class B Common stock 8,591 0.00 100,681 D
2018-12-31 SAPE GEORGE Director Common stock 0 0.00 8,581 D
2018-12-31 Nahmad Aaron J Director / Officer Common stock 0 0.00 1,408 D
2018-12-31 NAHMAD ALBERT H Director / Officer Common stock 0 0.00 1,376 I
2018-12-31 MOSS BOB L Director Common stock 0 0.00 1,000 I
2018-12-31 MENENDEZ ANA M Officer Common stock 0 0.00 40,000 D
2018-12-31 LOGAN BARRY S Officer Common stock 0 0.00 2,407 I
2018-12-31 Keeley Brian E. Director Common stock 0 0.00 2,078 D
2018-12-31 Dickins Denise Director Common stock 0 0.00 7,519 D
2018-12-20 LOGAN BARRY S Officer S-Sale D Common stock 2,500 141.27 353.2K 13,300 D
2018-12-18 NAHMAD ALBERT H Director / Officer G-Gift D Class B Common Stock 26,285 0.00 240,182 D
2018-06-04 WATSCO INC Director A-Award A Stock Option (right to buy) 4,000 185.12 740.5K 4,000
2018-06-04 SAPE GEORGE Director A-Award A Stock Option (right to buy) 5,000 185.12 925.6K 5,000 D

Executive team

Top executives
EBIT / Employee
104.9K
Shares Outstanding
40.66M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2023 Aaron J. Nahmad President 600.0K 12.50M 152.00 14.8K 13.11M 95.31%
2 2023 Albert H. Nahmad Chief Executive Officer 600.0K 10.00M 193.00 458.3K 11.06M 90.43%
3 2023 Barry S. Logan Executive Vice President 435.0K 14.5K 449.5K 0.00%
4 2023 Ana M. Menendez Chief Financial Officer 350.0K 8.3K 358.3K 0.00%
5 2022 Albert H. Nahmad Chief Executive Officer 600.0K 10.00M 99.00 493.9K 11.09M 90.14%
6 2022 Aaron J. Nahmad President 600.0K 200.0K 10.00M 248.00 7.6K 10.81M 92.52%
7 2022 Barry S. Logan Executive Vice President 435.0K 7.6K 442.6K 0.00%
8 2022 Ana M. Menendez Chief Financial Officer 350.0K 7.6K 357.6K 0.00%
9 2021 Aaron J. Nahmad President 600.0K 300.0K 9.77M 306.00 7.3K 10.68M 91.50%
10 2021 Albert H. Nahmad Chief Executive Officer 300.0K 10.00M 123.00 372.5K 10.67M 93.70%
11 2021 Barry S. Logan Executive Vice President 435.0K 1.46M 33.5K 1.93M 75.71%
12 2021 Ana M. Menendez Chief Financial Officer 350.0K 7.3K 357.3K 0.00%
13 2020 Albert H. Nahmad Chief Executive Officer 374.6K 10.00M 58.00 314.0K 10.69M 93.56%
14 2020 Aaron J. Nahmad President 500.0K 300.0K 8.16M 424.00 5.7K 8.97M 91.01%
15 2020 Barry S. Logan Executive Vice President 390.5K 100.0K 400.00 490.9K 0.00%
16 2020 Ana M. Menendez Chief Financial Officer 332.1K 100.0K 5.7K 437.8K 0.00%
17 2019 Albert H. Nahmad Chief Executive Officer 580.0K 10.31M 125.00 310.6K 11.20M 92.05%
18 2019 Aaron J. Nahmad President 552.5K 3.79M 152.00 5.6K 4.35M 87.16%
19 2019 Barry S. Logan Executive Vice President 369.8K 5.2K 375.0K 0.00%
20 2019 Ana M. Menendez Chief Financial Officer 297.5K 5.6K 303.1K 0.00%
21 2017 Albert H. Nahmad Chief Executive Officer 725.0K 7.25M 11.00 195.6K 8.17M 88.73%
22 2017 Aaron J. Nahmad President 650.0K 200.0K 2.33M 167.00 4.1K 3.18M 73.16%
23 2017 Barry S. Logan Senior Vice President 435.0K 100.0K 414.4K 4.1K 953.4K 43.46%
24 2017 Ana M. Menendez Chief Financial Officer 350.0K 100.0K 448.9K 4.1K 902.9K 49.71%
25 2016 Albert H. Nahmad Chief Executive Officer 660.0K 10.09M 96.00 147.5K 10.90M 92.59%
26 2016 Aaron J. Nahmad President 485.5K 382.5K 4.07M 50.00 4.0K 4.94M 82.34%
27 2016 Barry S. Logan Senior Vice President 391.5K 100.0K 231.8K 4.0K 727.2K 31.87%
28 2016 Ana M. Menendez Chief Financial Officer 315.0K 100.0K 231.8K 4.0K 650.7K 35.61%
29 2015 Albert H. Nahmad Chief Executive Officer 1.08M 7.00M 118.00 134.3K 8.21M 85.25%
30 2015 Aaron J. Nahmad Vice President of Strategy & Innovation during 2015 259.7K 1.25M 4.0K 1.51M 82.58%
31 2015 Aaron J. Nahmad President 259.7K 1.25M 4.0K 1.51M 82.58%
32 2015 Barry S. Logan Senior Vice President 430.5K 4.0K 434.4K 0.00%
33 2015 Ana M. Menendez Chief Financial Officer 346.4K 4.0K 350.3K 0.00%
34 2014 Albert H. Nahmad Chief Executive Officer 1.10M 10.98M 50.00 89.1K 12.17M 90.23%
35 2014 Aaron J. Nahmad President 237.5K 170.0K 914.0K 3.5K 1.33M 68.98%
36 2014 Aaron J. Nahmad Vice President of Strategy and Innovation 237.5K 170.0K 914.0K 3.5K 1.33M 68.98%
37 2014 Aaron J. Nahmad Vice President of Strategy & Innovation during 2015 237.5K 170.0K 914.0K 3.5K 1.33M 68.98%
38 2014 Barry S. Logan Senior Vice President 435.0K 170.0K 3.9K 608.9K 0.00%
39 2014 Ana M. Menendez Chief Financial Officer 350.0K 170.0K 3.9K 523.9K 0.00%
40 2013 Albert H. Nahmad Chief Executive Officer 1.10M 16.10M 93.00 93.2K 17.29M 93.10%
41 2013 Aaron J. Nahmad Vice President of Strategy and Innovation 200.0K 1.40M 3.0K 1.60M 87.32%
42 2013 Aaron J. Nahmad Vice President of Strategy & Innovation during 2015 200.0K 1.40M 3.0K 1.60M 87.32%
43 2013 Ana M. Menendez Chief Financial Officer 350.0K 200.0K 318.2K 3.8K 872.0K 36.49%
44 2013 Barry S. Logan Senior Vice President 435.0K 200.0K 227.3K 3.8K 866.1K 26.24%
45 2012 Albert H. Nahmad Chief Executive Officer 1.10M 6.00M 90.7K 7.19M 83.45%
46 2012 Barry S. Logan Senior Vice President 429.3K 176.3K 3.8K 609.3K 28.93%
47 2012 Ana M. Menendez Chief Financial Officer 321.7K 246.8K 3.8K 572.2K 43.12%
48 2012 Aaron J. Nahmad Vice President of Strategy and Innovation 162.6K 176.3K 2.4K 341.2K 51.65%
49 2007 Albert H. Nahmad, Chairman of the Board and President 998.0K 2.37M 63.0K 3.43M 69.07%
50 2007 Stephen R. Combs, President, Gemaire Distributors, LLC 333.6K 444.5K 22.0K 25.0K 13.6K 838.7K 55.63%
51 2007 Carole J. Poindexter, President, Baker Distributing Company, LLC 325.2K 176.2K 15.4K 516.8K 34.09%
52 2007 Barry S. Logan, Senior Vice President 365.0K 125.0K 3.4K 493.3K 25.33%
53 2007 Ana M. Menendez, Chief Financial Officer 191.2K 80.0K 20.2K 23.2K 3.4K 318.0K 13.65%
54 2006 Albert H. Nahmad, Chairman of the Board and President 960.0K 2.37M 2.87M 65.0K 6.27M 37.82%
55 2006 Barry S. Logan, Senior Vice President 340.0K 325.0K 99.5K 3.7K 768.2K 12.95%
56 2006 Carole J. Poindexter, President, Baker Distributing Company, LLC 300.0K 127.9K 300.0K 15.3K 743.2K 17.21%
57 2006 Stephen R. Combs, President, Gemaire Distributors, LLC 300.0K 375.6K 18.4K 13.5K 707.5K 55.69%
58 2006 Ana M. Menendez, Chief Financial Officer 165.0K 20.2K 4.4K 4.3K 193.9K 12.66%
59 2005 Albert H. Nahmad Chief Executive Officer 850.0K 3.00M 14.69M 31.6K 18.57M 79.10%
60 2005 Barry S. Logan Senior Vice President and Secretary 325.0K 400.0K 3.2K 728.2K 0.00%
61 2005 Ana M. Menendez Chief Financial Officer and Treasurer 150.0K 75.0K 2.3K 227.2K 0.00%
62 2004 Albert H. Nahmad Chief Executive Officer 850.0K 2.00M 9.54M 70.4K 12.46M 76.56%
63 2004 Barry S. Logan Senior Vice President and Secretary 320.9K 200.0K 576.0K 3.1K 1.10M 52.37%
64 2004 Ana M. Menendez Chief Financial Officer and Treasurer 143.5K 75.0K 3.1K 221.6K 0.00%
65 2003 Albert H. Nahmad Chief Executive Officer 843.6K 1.50M 4.29M 73.7K 6.71M 63.95%
66 2003 Barry S. Logan Senior Vice President and Secretary 301.4K 175.0K 3.0K 479.4K 0.00%
67 2003 Ana M. Menendez Chief Financial Officer and Treasurer 137.1K 50.0K 219.5K 15.0K 2.8K 424.4K 55.26%
68 2002 Albert H. Nahmad Chief Executive Officer 749.6K 1.25M 241.7K 98.2K 2.34M 10.33%
69 2002 Barry S. Logan Senior Vice President and Secretary 275.4K 150.0K 3.0K 428.4K 0.00%
70 2002 Ana M. Menendez Chief Financial Officer and Treasurer 132.7K 50.0K 2.8K 185.5K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-24 DEF 14A
2025-04-25 DEF 14A
2024-04-26 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-14 SC 13G/A
2026-05-14 SC 13G
2026-05-08 10-Q
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-28 8-K
2026-04-24 DEF 14A
2026-04-24 ARS
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
Albert H. Nahmad Chairman & Chief Executive Officer 833.6K male
Aaron J. Nahmad Co-Vice Chairman & President 740.5K male
Paul W. Johnston Executive Vice President 553.8K male
Barry S. Logan Executive Vice President of Planning & Strategy, Secretary and Director 449.0K male
Ana Menendez Chief Financial Officer & Treasurer 358.8K female
Rick Gomez Vice President of Corporate Development male
Steven Rupp Chief Technology Officer male
ESG Rating
B+
INDUSTRIAL - DISTRIBUTION
2017
E (Environmental)
50.0 / 53.1
Company / Sector avg.
S (Social)
69.5 / 51.3
Company / Sector avg.
G (Governance)
63.4 / 61.7
Company / Sector avg.
ESG Total
61.0 / 55.4
Company / Sector avg.
ESG Score History INDUSTRIAL - DISTRIBUTION
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-09-23 2025-10-10 Valerie Hoyle OR04 Spouse Sale (Full) $1,001 - $15,000
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2024-10-29 2025-09-12 Valerie Hoyle OR04 Spouse Purchase $1,001 - $15,000
2023-09-08 2023-10-10 Lois Frankel FL22 Sale $1,001 - $15,000
2023-06-28 2023-07-28 Lois Frankel FL22 Self Sale (Partial) $1,001 - $15,000
2020-07-24 2020-08-24 Lois Frankel FL21 Self Sale (Partial) $1,001 - $15,000
2020-05-07 2020-05-15 Donna Shalala FL27 Sale (Full) $15,001 - $50,000
2020-03-04 2020-03-23 Lois Frankel FL21 Self Purchase $1,001 - $15,000
2020-03-03 2020-03-23 Lois Frankel FL21 Self Purchase $1,001 - $15,000
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