GEF Greif Inc. Class A Common Stock
$89.09
Price · Aug 19, 2026
Fundamentals as of Jul 29, 2026
52W Range
$56–$91
96% of range
Analyst Rating
HOLD
13 analysts
Price Target
$87
P/E (TTM)
—
ROE
—
Net Profit Margin
—
About Greif Inc. Class A Common Stock Company overview from Wikipedia
Greif, Inc. is a global leader in industrial packaging products and services based in Delaware, Ohio. Originally a manufacturer of barrels, the company is now focused on producing steel, fiber and plastic drums, IBCs, jerrycans, plastic bottles, closures, containerboard, corrugated products and adhesives. In 2018, the company ranked 617 on the Fortune 1000.
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Greif, Inc. is a global leader in industrial packaging products and services based in Delaware, Ohio. Originally a manufacturer of barrels, the company is now focused on producing steel, fiber and plastic drums, IBCs, jerrycans, plastic bottles, closures, containerboard, corrugated products and adhesives. In 2018, the company ranked 617 on the Fortune 1000.
## History
The company was founded in Cleveland in 1877 as "Vanderwyst and Greif" by Charles Greif and his partner Albert Vanderwyst. After three brothers from the Greif family joined the company, it was renamed Greif Bros. Company, and focused on cooperage for the transportation of post-Civil War goods. In 1926, the company made its first public offering as The Greif Bros. Cooperage Corporation.
In 1951, the headquarters was moved from Cleveland to its current location in Delaware. In 1955, the company began producing fibre drums, followed by the introduction of plastic drum technology in 1964. Under the leadership of John C. Dempsey, the company transitioned out of the cooperage industry and into industrial packaging, formally dropping the Cooperage from its name in 1969.
By 1980, the company had approximately 100 manufacturing facilities in the United States and Canada. Today, spanning across 250+ facilities in 37 countries.
In the late 1990s, and early 2000s, Greif made a significant number of purchases of packaging and industrial businesses. Most notable among these was its purchase of the industrial packaging business of Finnish company Huhtamaeki Van Leer Oyj in 2000 for $620 million, which doubled the size of the company.
On February 11, 2019, Greif completed the acquisition of Caraustar Industries, a manufacturer of recycled materials and paper products with locations in the United States and Canada. Greif purchased Caraustar for $1.8 billion. In 2022, Greif acquired Lee Container , enhancing its plastic jerrycan production and North American footprint.
In August 2023, it was announced Greif had acquired a 51% stake in the Urbana, OH-headquartered paper partitions supplier, ColePak. Most recently, in 2024, Greif acquired Ipackchem , a global leader in barrier packaging for chemicals and food, further diversifying its product offerings.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
GEF Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$89.09
Market Cap
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P/E (TTM)
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EPS (TTM)
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Revenue (TTM)
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Div Yield
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ROE
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Debt/Equity
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52W Range
$56 – $91
GEF Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
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Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
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Profitability Gross, operating and net margins; ROE, ROA, ROIC
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Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
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Capital Efficiency Asset turnover, inventory turnover, receivables turnover
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Dividends Yield, payout ratio, dividend history, 5Y CAGR
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| Ex-date | Amount |
|---|---|
| June 17, 2026 | $0.6200 |
| March 16, 2026 | $0.5600 |
| Dec. 18, 2025 | $0.5600 |
| Sept. 16, 2025 | $0.5600 |
| June 17, 2025 | $0.5400 |
| March 17, 2025 | $0.5400 |
| Dec. 16, 2024 | $0.5400 |
| Sept. 16, 2024 | $0.5400 |
| June 18, 2024 | $0.5200 |
| March 15, 2024 | $0.5200 |
| Dec. 15, 2023 | $0.5200 |
| Sept. 14, 2023 | $0.5200 |
| June 15, 2023 | $0.5000 |
| March 16, 2023 | $0.5000 |
| Dec. 15, 2022 | $0.5000 |
| Sept. 15, 2022 | $0.5000 |
| June 16, 2022 | $0.4600 |
| March 16, 2022 | $0.4600 |
| Dec. 16, 2021 | $0.4600 |
| Sept. 16, 2021 | $0.4600 |
GEF Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
HOLD
13 analysts
- Strong Buy 1 7.7%
- Buy 0 0.0%
- Hold 6 46.2%
- Sell 5 38.5%
- Strong Sell 1 7.7%
12-Month Price Target
5 analysts · 2026-08-19
Median
$90.00
Mean
$87.20
Now
$89.09
Low
$74.00
High
$100.00
Median target
$90.00
+1.0%
Mean target
$87.20
-2.1%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-0.04%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.61 | $1.12 | 0.49% |
| March 31, 2026 | $1.10 | $1.08 | 0.02% |
| Sept. 30, 2025 | $1.03 | $1.26 | -0.23% |
| June 30, 2025 | $1.19 | $1.12 | 0.07% |
| March 31, 2025 | $0.39 | $0.74 | -0.35% |
| Dec. 31, 2024 | $0.85 | $1.11 | -0.26% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| GEF | — | — | — | — | — | — |
| BALL | — | 16.1 | 11.6% | 7.0% | 16.2% | — |
| CCK | $11.68B | 16.1 | 4.8% | 6.0% | 25.7% | — |
| ATR | — | 20.7 | 5.4% | 10.4% | 15.3% | — |
| SLGN | $4.26B | 15.0 | 10.7% | 4.5% | 13.5% | 17.7% |
| TRS | $1.33B | 12.0 | 2.4% | 18.6% | 17.5% | 21.4% |
| MYE | $700M | 20.1 | -1.3% | 4.2% | 12.1% | 33.4% |
| OI | — | -17.6 | -1.6% | -2.0% | -9.7% | 17.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | Q3 2026 |
|---|---|---|
| Revenue | $1.17B | |
| Cost of Revenue | $893M | |
| Gross Profit | $273M | |
| SG&A Expense | $150M | |
| Operating Income | $108M | |
| Other Non-op | $0 | |
| Pretax Income | $100M | |
| Income Tax | $18M | |
| Net Income | $78M | |
| EBITDA | $108M |
Balance Sheet 25
| Metric | Trend | Q3 2026 |
|---|---|---|
| Cash & Equivalents | $288M | |
| Receivables | $747M | |
| Prepaid Expense | $63M | |
| Other Current Assets | $138M | |
| Current Assets | $1.64B | |
| PP&E (Net) | $1.15B | |
| PP&E (Gross) | $2.62B | |
| Accum. Depreciation | $1.47B | |
| Goodwill | $1.72B | |
| Intangibles | $794M | |
| Other Non-current Assets | $103M | |
| Total Assets | $5.70B | |
| Accounts Payable | $497M | |
| Short-term Debt | $330M | |
| Current Liabilities | $1.27B | |
| Capital Leases | $134M | |
| Deferred Tax | $225M | |
| Other Non-current Liabilities | $156M | |
| Long-term Debt | $687M | |
| Total Debt | $1.03B | |
| Common Stock | $296M | |
| Retained Earnings | $3.36B | |
| Treasury Stock | $418M | |
| Stockholders' Equity | $3.00B | |
| Liabilities + Equity | $5.70B |
Cash Flow 9
| Metric | Trend | Q3 2026 |
|---|---|---|
| D&A | $57M | |
| Restructuring | $6M | |
| Operating Cash Flow | $78M | |
| Investing Cash Flow | $-68M | |
| Debt Issued | $508M | |
| Stock Repurchased | $3M | |
| Dividends Paid | $33M | |
| Financing Cash Flow | $-14M | |
| Net Change in Cash | $2M |
Profitability 8
| Metric | Trend | Q3 2026 |
|---|---|---|
| Gross Margin | 23.4% | |
| Operating Margin | 9.3% | |
| Net Margin | 6.7% | |
| Pretax Margin | 8.6% | |
| EBITDA Margin | 9.3% | |
| ROA | 1.2% | |
| ROE | 3.0% | |
| ROIC | 2.2% |
Liquidity & Solvency 4
| Metric | Trend | Q3 2026 |
|---|---|---|
| Current Ratio | 1.3 | |
| Quick Ratio | 0.8 | |
| Debt / Equity | 0.3 | |
| LT Debt / Equity | 0.2 |
Efficiency 2
| Metric | Trend | Q3 2026 |
|---|---|---|
| Asset Turnover | 0.2 | |
| Receivables Turnover | 1.6 |
Valuation (TTM) 2
| Metric | Trend | Q3 2026 |
|---|---|---|
| Revenue TTM | $4.37B | |
| Net Income TTM | $329M |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
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Institutional owners (13F) 304 filers · $1.2B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 49 (+6 vs prior Q) | 31 (+6 vs prior Q) | 106 (+29 vs prior Q) | 73 (-30 vs prior Q) | +3.1M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $144,012,709 | 1,933,316 | 12.24% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $99,302,247 | 1,333,095 | 8.44% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $96,256,946 | 1,292,213 | 8.18% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $91,154,312 | 1,223,712 | 7.75% | Shares |
| STATE STREET CORP | $71,758,514 | 955,761 | 6.10% | Shares |
| AMERICAN CENTURY COMPANIES INC | $62,463,589 | 838,550 | 5.31% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $54,163,875 | 727,063 | 4.60% | Shares |
| DEPRINCE RACE & ZOLLO INC | $53,515,958 | 797,912 | 4.55% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $34,405,069 | 461,875 | 2.92% | Shares |
| Medina Value Partners, LLC | $30,927,578 | 415,191 | 2.63% | Shares |
| GAMCO INVESTORS, INC. ET AL | $30,582,987 | 410,565 | 2.60% | Shares |
| GABELLI FUNDS LLC | $28,131,149 | 377,650 | 2.39% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $23,774,675 | 319,166 | 2.02% | Shares |
| AMERIPRISE FINANCIAL INC | $23,533,409 | 315,899 | 2.00% | Shares |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $20,512,311 | 275,370 | 1.74% | Shares |
| EVR Research LP | $18,622,500 | 250,000 | 1.58% | Shares |
| TWO SIGMA INVESTMENTS, LP | $13,576,547 | 182,260 | 1.15% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $13,172,514 | 176,836 | 1.12% | Shares |
| PRIVATE MANAGEMENT GROUP INC | $11,347,360 | 152,334 | 0.96% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $11,069,151 | 148,599 | 0.94% | Shares |
| GOLDMAN SACHS GROUP INC | $10,947,870 | 146,971 | 0.93% | Shares |
| Cambria Investment Management, L.P. | $9,981,809 | 134,002 | 0.85% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $9,815,696 | 131,772 | 0.83% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $9,361,233 | 125,671 | 0.80% | Shares |
| DENALI ADVISORS LLC | $8,182,801 | 109,851 | 0.70% | Shares |
| FIRST TRUST ADVISORS LP | $7,282,009 | 97,758 | 0.62% | Shares |
| MANGROVE PARTNERS IM, LLC | $7,267,766 | 97,567 | 0.62% | Shares |
| PRINCIPAL FINANCIAL GROUP INC | $7,034,761 | 94,439 | 0.60% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,980,830 | 93,715 | 0.59% | Shares |
| RHUMBLINE ADVISERS | $6,406,417 | 86,004 | 0.54% | Shares |
| MILLENNIUM MANAGEMENT LLC | $5,529,020 | 74,225 | 0.47% | Shares |
| FRANKLIN RESOURCES INC | $4,865,091 | 65,312 | 0.41% | Shares |
| Brandywine Global Investment Management, LLC | $4,381,002 | 64,712 | 0.37% | Shares |
| TEACHER RETIREMENT SYSTEM OF TEXAS | $4,351,184 | 58,413 | 0.37% | Shares |
| Swedbank AB | $4,302,989 | 57,766 | 0.37% | Shares |
| Schonfeld Strategic Advisors LLC | $3,987,001 | 53,524 | 0.34% | Shares |
| Swiss National Bank | $3,515,928 | 47,200 | 0.30% | Shares |
| Quantinno Capital Management LP | $3,437,416 | 46,146 | 0.29% | Shares |
| BlackRock, Inc. | $3,210,221 | 43,096 | 0.27% | Shares |
| ALLIANCEBERNSTEIN L.P. | $3,163,021 | 47,160 | 0.27% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $2,912,038 | 39,093 | 0.25% | Shares |
| CREDIT INDUSTRIEL ET COMMERCIAL | $2,887,381 | 38,762 | 0.25% | Shares |
| Corient Private Wealth LP | $2,842,853 | 38,165 | 0.24% | Shares |
| Russell Investments Group, Ltd. | $2,816,649 | 37,812 | 0.24% | Shares |
| Squarepoint Ops LLC | $2,749,128 | 36,906 | 0.23% | Shares |
| Qube Research & Technologies Ltd | $2,471,653 | 33,181 | 0.21% | Shares |
| Jump Financial, LLC | $2,442,080 | 32,784 | 0.21% | Shares |
| Engineers Gate Manager LP | $2,361,780 | 31,706 | 0.20% | Shares |
| MML INVESTORS SERVICES, LLC | $2,346,726 | 31,504 | 0.20% | Shares |
| FIFTH THIRD BANCORP | $2,295,690 | 30,819 | 0.20% | Shares |
| PRUDENTIAL FINANCIAL INC | $2,233,210 | 29,980 | 0.19% | Shares |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $2,058,382 | 27,633 | 0.17% | Shares |
| Sovereign's Capital Management, LLC | $1,962,532 | 26,343 | 0.17% | Shares |
| MetLife Investment Management, LLC | $1,923,555 | 25,823 | 0.16% | Shares |
| Retirement Systems of Alabama | $1,908,955 | 25,627 | 0.16% | Shares |
| Trexquant Investment LP | $1,900,612 | 25,515 | 0.16% | Shares |
| Atom Investors LP | $1,899,644 | 25,502 | 0.16% | Shares |
| Twelve Points Wealth Management LLC | $1,819,479 | 24,426 | 0.15% | Shares |
| JPMORGAN CHASE & CO | $1,801,528 | 23,204 | 0.15% | Shares |
| Cerity Partners LLC | $1,753,238 | 23,537 | 0.15% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $1,673,939 | 22,472 | 0.14% | Shares |
| LPL Financial LLC | $1,672,047 | 22,447 | 0.14% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $1,665,616 | 24,834 | 0.14% | Shares |
| MARSHALL WACE, LLP | $1,656,583 | 22,239 | 0.14% | Shares |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1,596,772 | 23,586 | 0.14% | Shares |
| BARCLAYS PLC | $1,574,719 | 21,140 | 0.13% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1,567,292 | 23,368 | 0.13% | Shares |
| Sequoia Financial Advisors, LLC | $1,565,855 | 21,021 | 0.13% | Shares |
| Freestone Grove Partners LP | $1,534,717 | 20,603 | 0.13% | Shares |
| LEVEL FOUR ADVISORY SERVICES, LLC | $1,423,333 | 19,107 | 0.12% | Shares |
| WESBANCO BANK INC | $1,403,317 | 18,839 | 0.12% | Shares |
| Baird Financial Group, Inc. | $1,402,647 | 18,830 | 0.12% | Shares |
| Odyssean, LLC | $1,378,512 | 18,506 | 0.12% | Shares |
| GREAT LAKES ADVISORS, LLC | $1,332,552 | 17,889 | 0.11% | Shares |
| RAYMOND JAMES FINANCIAL INC | $1,277,504 | 17,150 | 0.11% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1,261,489 | 16,935 | 0.11% | Shares |
| D. E. Shaw & Co., Inc. | $1,167,258 | 15,670 | 0.10% | Shares |
| AQR Arbitrage LLC | $1,098,153 | 14,778 | 0.09% | Shares |
| Legal & General Group Plc | $1,076,828 | 14,456 | 0.09% | Shares |
| TRUIST FINANCIAL CORP | $1,051,983 | 14,122 | 0.09% | Shares |
| MORGAN STANLEY | $1,018,874 | 13,678 | 0.09% | Shares |
| HSBC HOLDINGS PLC | $1,005,582 | 13,381 | 0.09% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $960,921 | 12,900 | 0.08% | Call option |
| MERCER GLOBAL ADVISORS INC /ADV | $891,369 | 11,966 | 0.08% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $840,471 | 11,283 | 0.07% | Shares |
| Envestnet Portfolio Solutions, Inc. | $838,311 | 11,254 | 0.07% | Shares |
| CITADEL ADVISORS LLC | $828,105 | 11,117 | 0.07% | Shares |
| OneAscent Financial Services LLC | $823,264 | 11,052 | 0.07% | Shares |
| FIRST CITIZENS BANK & TRUST CO | $823,188 | 11,051 | 0.07% | Shares |
| RBF Capital, LLC | $819,390 | 11,000 | 0.07% | Shares |
| JANUS HENDERSON GROUP PLC | $791,997 | 11,805 | 0.07% | Shares |
| Allianz Asset Management GmbH | $776,111 | 10,419 | 0.07% | Shares |
| Vanguard Global Advisers, LLC | $773,728 | 10,387 | 0.07% | Shares |
| State of Tennessee, Department of Treasury | $748,253 | 10,045 | 0.06% | Shares |
| MONEYWISE, INC. | $726,278 | 9,750 | 0.06% | Shares |
| EntryPoint Capital, LLC | $675,773 | 9,072 | 0.06% | Shares |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $666,984 | 8,954 | 0.06% | Shares |
| Cetera Investment Advisers | $660,447 | 8,866 | 0.06% | Shares |
| PDS Planning, Inc | $655,289 | 8,797 | 0.06% | Shares |
| VANGUARD GROUP INC | $644,436 | 9,519 | 0.05% | Shares |
Company insiders 66 insiders · 32 officers · 14 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Peter G Watson | President & CEO | June 14, 2017 P | 4,400 | 0 | 0 | $0 |
| David B Fischer | President and CEO | Sept. 14, 2015 P | 65,731 | 0 | 0 | $0 |
| Donald S Huml | Executive VP and CFO | Dec. 13, 2010 A | 10,992 | 0 | 0 | $0 |
| Kimberly Anne Kellermann | SVP, Chief Operations Officer | Feb. 3, 2026 S | 5,808 | 0 | 1 | $-379,027 |
| Alexander Johansson | SVP SBU/GM Steel Solutions | Feb. 2, 2026 M | 150 | 0 | 0 | $0 |
| Leonard Dennis Hoffman Jr | Senior VP, General Counsel | Jan. 14, 2026 M | 15,389 | 1 | 0 | $12,548 |
| Vivian Bouet | SVP Chief Info & Digital Off | Jan. 14, 2026 M | 7,870 | 0 | 0 | $0 |
| Michael Joseph Taylor | VP, Corporate Controller | Jan. 14, 2026 M | 3,198 | 0 | 0 | $0 |
| Gary R Martz | EVP & General Counsel | Nov. 12, 2025 P | 28,100 | 2 | 1 | $26,023 |
| Vidhya Sriram | Treasurer | Nov. 3, 2025 A | — | 0 | 0 | $0 |
| David C Lloyd | VP Finance, Treasurer | March 5, 2025 S | 7,580 | 0 | 0 | $0 |
| Anthony John Krabill | VP, Corporate Treasurer | Jan. 16, 2025 M | 1,038 | 0 | 0 | $0 |
| Patrick Gerard Mullaney | SVP, Chief Business Unit Off | Jan. 16, 2025 M | 19,776 | 0 | 0 | $0 |
| Tina R. Schoner | SVP Chief Supply Chain Officer | Jan. 16, 2025 M | 7,137 | 0 | 0 | $0 |
| Douglas W Lingrel | VP & Chief Administrative Off. | Sept. 27, 2017 S | 0 | 0 | 0 | $0 |
| Hari K Kumar | VP, Div. President FPS | Jan. 20, 2017 A | 712 | 0 | 0 | $0 |
| Michael Francis Cronin | SVP; Grp. Pres. RIPS EMEA/APAC | Jan. 20, 2017 A | 735 | 0 | 0 | $0 |
| Deeanne J Marlow | SVP; Chief Human Resources Off | Jan. 20, 2017 A | 828 | 0 | 0 | $0 |
| Daniel R Lister | VP & Division President-FPS | Jan. 22, 2016 A | 14,346 | 0 | 0 | $0 |
| Nadeem S Ali | Vice President, Treasurer | Jan. 22, 2016 A | 938 | 0 | 0 | $0 |
| Addison P Kilibarda | Senior VP Global Strategy | Jan. 23, 2015 A | 10,332 | 0 | 0 | $0 |
| Karen P Lane | Sr. VP People Srv/Talent Dev | Jan. 23, 2015 A | 20,296 | 0 | 0 | $0 |
| Ivan Signorelli | Sr. VP & Group Pres. RIPS EMEA | Jan. 23, 2015 A | 44,683 | 0 | 0 | $0 |
| Sharon R Maxwell | Assistant Secretary | April 25, 2014 M | 8,000 | 0 | 0 | $0 |
| Michael S Mapes | Vice President Global Strategy | Jan. 10, 2014 A | 12,101 | 0 | 0 | $0 |
| Kenneth B Andre III | VP & Corp. Controller | Jan. 10, 2014 A | 12,567 | 0 | 0 | $0 |
| Brian E Janki | VP GSSC | Dec. 12, 2011 A | 6,751 | 0 | 0 | $0 |
| John K Dieker | VP and Treasurer | Dec. 12, 2011 A | 8,164 | 0 | 0 | $0 |
| Ronald L Brown | SR VP-STRATEGIC PROJECTS | June 21, 2011 S | 1,746 | 0 | 0 | $0 |
| Michael C Patton | Sr VP & Div. Pres., N. America | Dec. 15, 2009 A | 21,766 | 0 | 0 | $0 |
| Robert A Young | VP and Director of Taxes | Jan. 16, 2007 A | 791 | 0 | 0 | $0 |
| Michael L Roane | Senior VP Human Resources | Jan. 16, 2007 A | 3,086 | 0 | 0 | $0 |
| Frank Calhoun V Miller | Director | Feb. 23, 2026 A | 9,074 | 0 | 0 | $0 |
| Kimberly Thompson Scott | Director | Feb. 23, 2026 A | 11,543 | 0 | 0 | $0 |
| Jillian C. Evanko | Director | Feb. 23, 2026 A | 6,276 | 0 | 0 | $0 |
| John W Mcnamara | Director | Feb. 23, 2026 A | 42,181 | 0 | 0 | $0 |
| Robert M Patterson | Director | Feb. 23, 2026 A | 30,993 | 0 | 0 | $0 |
| Bruce A Edwards | Director | Feb. 23, 2026 A | 58,720 | 0 | 0 | $0 |
| Vicki L Avril-Groves | Director | Feb. 26, 2024 A | 44,509 | 0 | 0 | $0 |
| Michael J Gasser | Director | Feb. 23, 2021 A | 182,775 | 0 | 0 | $0 |
| Patrick J Norton | Director | Feb. 27, 2018 A | 63,709 | 0 | 0 | $0 |
| Michael H Dempsey | Director | Feb. 23, 2009 A | 7,287 | 0 | 0 | $0 |
| William B Sparks JR | Director | Feb. 1, 2008 A | 25,135 | 0 | 0 | $0 |
| Charles R Chandler | Director | Dec. 21, 2007 S | 13,510 | 0 | 0 | $0 |
| David J Olderman | Director | April 1, 2005 M | 0 | 0 | 0 | $0 |
| Nicholas Joseph Petitti | 10% owner | Aug. 11, 2022 S | 2,310,697 | 0 | 0 | $0 |
| Virginia D. Ragan | 10% owner | Dec. 11, 2020 G | 3,029,836 | 0 | 0 | $0 |
| Mary T. Mcalpin | 10% owner | Dec. 3, 2018 G | 3,247,342 | 0 | 0 | $0 |
| Shannon J Dempsey | 10% owner | Oct. 26, 2017 G | 0 | 0 | 0 | $0 |
| Patricia M Dempsey | 10% owner | Dec. 9, 2013 G | 3,027,168 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 18 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Nicholas J. Petitti, 2021 Amended and Restated Revocable (now Irrevocable) Trust Created by Judith D. Hook | March 1, 2022 | — | Initial filing | — | SEC |
| Gabelli Funds, LLC I.D. No ., GAMCO Asset Management Inc. I.D. No ., GGCP, Inc. I.D. No ., GAMCO Investors, Inc. I.D. No ., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli | Dec. 10, 2020 | — | Initial filing | — | SEC |
| Gabelli Funds, LLC I.D. No., GAMCO Asset Management Inc. I.D. No., MJG-IV Limited Partnership I.D. No., GGCP, Inc. I.D. No., GAMCO Investors, Inc. I.D. No., Associated Capital Group, Inc. I.D. No., Mario J. Gabelli | March 20, 2018 | — | Initial filing | Passive investment | SEC |
| Nob Hill Fiduciary Company, Daniel J. Gunsett | Jan. 12, 2015 | — | Initial filing | — | SEC |
| Shannon J. Diener, Nob Hill Trust | Jan. 6, 2015 | — | Initial filing | — | SEC |
| Nob Hill Fiduciary Company (2), Nob Hill Trust (2), Nob Hill Trust II (2), Daniel J. Gunsett (2) ×2 filings | Dec. 28, 2012 | — | Initial filing | — | SEC |
| Judith D. Hook (2) | May 8, 2012 | — | Initial filing | — | SEC |
| Shannon J. Diener (formerly known as Shannon J. Dempsey) (2) | May 8, 2012 | — | Initial filing | — | SEC |
| Virginia D. Ragan (2) | April 24, 2012 | — | Initial filing | — | SEC |
| Patricia M. Dempsey Trust S.S. OR, Patricia M. Dempsey Trust Generation-Skipping Trust S.S. OR, Revocable Trust Created By Patricia M. Dempsey S.S. OR, Patricia M. Dempsey S.S. OR | June 8, 2010 | — | Initial filing | Passive investment | SEC |
| May 24, 2010 | — | Initial filing | — | SEC | |
| Virginia D. Ragan, Judith D. Hook, Shannon J. Dempsey, Nob Hill Trust, Marquis Trust, Hyatts Trust | May 18, 2010 | — | Initial filing | — | SEC |
| Mary T. McAlpin, Family Trust for the benefit of Mary T. McAlpin ×2 filings | May 18, 2010 | — | Initial filing | — | SEC |
| Patricia M. Dempsey S.S. OR | May 6, 2010 | — | Initial filing | Passive investment | SEC |
| Michael H. Dempsey (deceased), Marquis Trust, Patricia M. Dempsey Trust, Family Trust for the benefit of Mary T. McAlpin, Hyatts Trust, Nob Hill Trust, Virginia D. Ragan, Judith D. Hook | May 26, 2009 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 83 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| XMVM · Invesco Exchange-Traded Fund Trust | 1.86% | 106,482 SH | Aug. 8, 2026 | Daily |
| RFV · Invesco Exchange-Traded Fund Trust | 1.37% | 52,488 SH | Aug. 8, 2026 | Daily |
| SOVF · Elevation Series Trust | 1.31% | 18,954 NS | April 30, 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 0.92% | 134,638 NS | April 30, 2026 | N-PORT |
| ROSC · Lattice Strategies Trust | 0.49% | 4,105 NS | April 30, 2026 | N-PORT |
| FYT · First Trust Exchange-Traded AlphaDE… | 0.46% | 13,034 NS | April 30, 2026 | N-PORT |
| ESSC · Strategy Shares | 0.36% | 1,424 NS | April 30, 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0.28% | 51,757 NS | April 30, 2026 | N-PORT |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0.26% | 161,892 SH | Aug. 8, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.22% | 386 NS | April 30, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.21% | 32,203 SH | Aug. 8, 2026 | Daily |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.17% | 4,309 NS | May 31, 2026 | N-PORT |
| JPSE · J.P. Morgan Exchange-Traded Fund Tr… | 0.16% | 14,137 NS | April 30, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.15% | 173,334 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.15% | 624,395 NS | May 31, 2026 | N-PORT |
| IWN · iShares Trust | 0.14% | 235,138 SH | Aug. 8, 2026 | Daily |
| FNDA · SCHWAB STRATEGIC TRUST | 0.14% | 196,655 NS | May 31, 2026 | N-PORT |
| IJJ · iShares Trust | 0.13% | 126,292 SH | Aug. 8, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.12% | 21,354 SH | Aug. 8, 2026 | Daily |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.11% | 21,275 SH | Aug. 8, 2026 | Daily |
| VAW · VANGUARD WORLD FUND | 0.11% | 69,028 SH | Aug. 8, 2026 | Daily |
| FMAT · FIDELITY COVINGTON TRUST | 0.10% | 9,530 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.10% | 214,716 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.10% | 44,451 NS | May 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.10% | 31,488 SH | Aug. 8, 2026 | Daily |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.09% | 2,015 NS | April 30, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.08% | 9,264 NS | April 30, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.08% | 953 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.07% | 27,106 NS | April 30, 2026 | N-PORT |
| XJH · iShares Trust | 0.07% | 3,356 SH | Aug. 8, 2026 | Daily |
| IWM · iShares Trust | 0.07% | 619,323 SH | Aug. 8, 2026 | Daily |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.06% | 3,231 SH | Aug. 8, 2026 | Daily |
| MIDE · DBX ETF Trust | 0.06% | 33 NS | May 29, 2026 | N-PORT |
| IJH · iShares Trust | 0.06% | 854,724 SH | Aug. 8, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.06% | 142,178 SH | Aug. 8, 2026 | Daily |
| IGE · iShares Trust | 0.06% | 4,961 SH | Aug. 8, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.05% | 112,470 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.05% | 8,100 NS | May 31, 2026 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.05% | 5,485 SH | Aug. 8, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.05% | 4,749 SH | Aug. 8, 2026 | Daily |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.05% | 39,978 SH | Aug. 8, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.05% | 2,922 NS | April 30, 2026 | N-PORT |
| RSSL · Global X Funds | 0.05% | 10,409 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.04% | 146,982 NS | May 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.04% | 342,067 SH | Aug. 8, 2026 | Daily |
| VFQY · VANGUARD WELLINGTON FUND | 0.04% | 2,551 SH | Aug. 8, 2026 | Daily |
| ITWO · ProShares Trust | 0.04% | 1,132 NS | May 31, 2026 | N-PORT |
| ISCG · iShares Trust | 0.04% | 4,078 SH | Aug. 8, 2026 | Daily |
| MVV · ProShares Trust | 0.03% | 855 NS | May 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.03% | 410 NS | April 30, 2026 | N-PORT |