VSEC VSE Corporation - Common Stock
About VSE Corporation - Common Stock Company overview from Wikipedia
VSE Corporation is a leading provider of aftermarket distribution and repair services. Operating through its two key segments, VSE significantly enhances the productivity and longevity of its customers' high-value, business-critical assets. The aviation segment is a leading provider of aftermarket parts distribution and maintenance, repair, and overhaul (MRO) services for components and engine accessories to commercial, business, and general aviation operators. The fleet segment specializes in part distribution, engineering solutions, and supply chain management services catered to the medium and heavy-duty fleet market.
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VSE Corporation is a leading provider of aftermarket distribution and repair services. Operating through its two key segments, VSE significantly enhances the productivity and longevity of its customers' high-value, business-critical assets. The aviation segment is a leading provider of aftermarket parts distribution and maintenance, repair, and overhaul (MRO) services for components and engine accessories to commercial, business, and general aviation operators. The fleet segment specializes in part distribution, engineering solutions, and supply chain management services catered to the medium and heavy-duty fleet market.
Business units (sectors)
VSE was incorporated in Delaware in 1959 and the parent company serves as a centralized managing and consolidating entity for three operating groups, each of which consists of one or more wholly owned subsidiaries or unincorporated divisions. VSE's operating segments include:
Aviation Distribution & Repair
VSE Aviation Services, including the former:
1st Choice Aerospace
Kansas Aviation
GlobalParts Aero Services
Precision Fuel Components
VSE Aviation Distribution, including the former:
Air Parts & Supply Co "APSCO"
GlobalParts.aero
Wheeler Fleet Solutions
Company segments
Aviation distribution and repair
VSE's aviation segment provides aftermarket repair and distribution services to commercial, cargo, business and general aviation, military/defense and rotorcraft customers globally. Core services include parts distribution, component and engine accessory maintenance, repair and overhaul (MRO) services, rotable exchange, and supply chain services.
Fleet services
VSE's fleet segment provides parts, inventory management, e-commerce fulfillment, logistics, supply chain support and other services to support the commercial aftermarket medium- and heavy-duty truck market, the United States Postal Service (USPS), and the United States Department of Defense. Core services include parts distribution, sourcing, IT solutions, customized fleet logistics, warehousing, kitting, just-in-time supply chain management, alternative product sourcing, engineering and technical support.
History
VSE Corporation was established in 1959 to provide engineering and technical services to the owners and operators of transportation and equipment assets and large, mission critical fleets (ships, vehicles and aircraft.)
VSE is a publicly traded (NASDAQ: VSEC), ISO 9001:2015-registered SCM, MRO, and professional services company. VSE's subsidiary, Wheeler Fleet Solutions received its seventh U.S. Postal Service Supplier Performance Award for 2013. VSE Aviation, Inc. is an FAA and EASA certified independent provider of MRO and SCM services for aircraft engines and engine accessories.
== References ==
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
VSEC Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
VSEC Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Financial Health Debt, liquidity, solvency — balance sheet strength
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount |
|---|---|
| July 15, 2026 | $0.1000 |
| April 15, 2026 | $0.1000 |
| Jan. 15, 2026 | $0.1000 |
| Oct. 15, 2025 | $0.1000 |
| July 16, 2025 | $0.1000 |
| May 1, 2025 | $0.1000 |
| Jan. 23, 2025 | $0.1000 |
| Nov. 6, 2024 | $0.1000 |
| July 17, 2024 | $0.1000 |
| May 1, 2024 | $0.1000 |
| Jan. 24, 2024 | $0.1000 |
| Oct. 31, 2023 | $0.1000 |
| July 11, 2023 | $0.1000 |
| May 2, 2023 | $0.1000 |
| Jan. 25, 2023 | $0.1000 |
| Nov. 1, 2022 | $0.1000 |
| July 12, 2022 | $0.1000 |
| May 3, 2022 | $0.1000 |
| Jan. 25, 2022 | $0.1000 |
| Nov. 2, 2021 | $0.0900 |
VSEC Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
- Strong Buy 7 43.8%
- Buy 7 43.8%
- Hold 2 12.5%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
9 analysts · 2026-08-15Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $1.75 | $0.95 | 0.80% |
| March 31, 2026 | $1.17 | $0.92 | 0.25% |
| Dec. 31, 2025 | $1.16 | $0.91 | 0.25% |
| Sept. 30, 2025 | $0.99 | $0.86 | 0.13% |
| June 30, 2025 | $0.97 | $0.72 | 0.25% |
| March 31, 2025 | $0.78 | $0.59 | 0.19% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| VSEC | — | — | — | — | — | — |
| HXL | $5.59B | 194.5 | -0.48% | 5.8% | 7.8% | 23.0% |
| LOAR | $6.37B | 90.7 | 23.2% | 14.5% | 6.4% | 52.7% |
| BETA | — | -2.2 | 136.0% | -2094.2% | -70.7% | 72.2% |
| MRCY | $7.52B | -252.4 | 7.8% | -3.0% | -2.0% | 28.6% |
| AIR | — | 23.2 | 19.0% | 5.7% | 11.5% | 18.8% |
| ACHR | $5.60B | -7.6 | — | -206066.7% | -31.8% | — |
| FLY | $3.56B | -4.6 | 162.9% | -186.6% | -219.4% | 19.2% |
| LUNR | — | -22.2 | -7.9% | -39.6% | 9.4% | — |
| ATRO | — | 67.0 | 8.4% | 3.4% | 14.8% | 29.9% |
| RDW | $1.46B | -3.3 | 10.3% | -67.5% | -52.0% | 5.1% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 11
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Revenue | $325M | $256M | |
| SG&A Expense | $6M | $2M | |
| Operating Income | $33M | $25M | |
| Pretax Income | $34M | $17M | |
| Income Tax | $5M | $3M | |
| Net Income | $29M | $-9M | |
| EPS (Basic) | $1.06 | $-0.43 | |
| EPS (Diluted) | $1.04 | $-0.44 | |
| Shares (Basic) | 27,497,210 | 20,617,949 | |
| Shares (Diluted) | 27,834,475 | 20,740,319 | |
| EBITDA | $45M | · |
Balance Sheet 25
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Cash & Equivalents | $1.24B | · | |
| Receivables | $217M | · | |
| Prepaid Expense | $34M | · | |
| Current Assets | $2.16B | · | |
| PP&E (Net) | $94M | · | |
| Accum. Depreciation | $38M | · | |
| Goodwill | $639M | · | |
| Intangibles | $319M | · | |
| Other Non-current Assets | $22M | · | |
| Total Assets | $3.31B | · | |
| Accounts Payable | $148M | · | |
| Accrued Liabilities | $66M | · | |
| Current Liabilities | $246M | · | |
| Capital Leases | $42M | · | |
| Deferred Tax | $17M | · | |
| Other Non-current Liabilities | $4M | · | |
| Total Liabilities | $644M | · | |
| Long-term Debt | $361M | · | |
| Total Debt | $361M | · | |
| Common Stock | $1M | · | |
| Retained Earnings | $422M | · | |
| AOCI | $1M | · | |
| Stockholders' Equity | $2.67B | · | |
| Liabilities + Equity | $3.31B | · | |
| Shares Outstanding | 28,055,592 | · |
Cash Flow 15
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| D&A | $13M | $10M | |
| Stock-based Comp | $5M | $4M | |
| Amort. of Intangibles | $9M | $6M | |
| Other Non-cash | $-109M | · | |
| Operating Cash Flow | $-62M | $-47M | |
| CapEx | $6M | $3M | |
| Investing Cash Flow | $-27M | $-129.0K | |
| Debt Issued | $47M | $74M | |
| Net Debt Issued | $-2M | · | |
| Stock Issued | $829M | $0 | |
| Net Stock Activity | $829M | · | |
| Dividends Paid | $2M | $2M | |
| Financing Cash Flow | $1.26B | $28M | |
| Net Change in Cash | $1.17B | $-19M | |
| Free Cash Flow | $-69M | · |
Profitability 7
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Operating Margin | 10.1% | · | |
| Net Margin | 8.9% | · | |
| Pretax Margin | 10.5% | · | |
| EBITDA Margin | 14.0% | · | |
| ROA | 1.1% | · | |
| ROE | 1.6% | · | |
| ROIC | 0.92% | · |
Liquidity & Solvency 4
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Current Ratio | 8.8 | · | |
| Quick Ratio | 5.9 | · | |
| Debt / Equity | 0.1 | · | |
| LT Debt / Equity | 0.1 | · |
Efficiency 2
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Asset Turnover | 0.1 | · | |
| Receivables Turnover | 1.7 | · |
Valuation (TTM) 15
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Revenue TTM | $1.14B | · | |
| Net Income TTM | $27M | · | |
| Market Cap | $5.17B | · | |
| Enterprise Value | $4.30B | · | |
| P/E | 194.1 | · | |
| P/S | 4.6 | · | |
| P/B | 1.9 | · | |
| P / Tangible Book | 3.0 | · | |
| P / Cash Flow | -83.1 | · | |
| P / FCF | -75.3 | · | |
| EV / EBITDA | 94.4 | · | |
| EV / FCF | -62.5 | · | |
| EV / Revenue | 3.8 | · | |
| Earnings Yield | 0.52% | · | |
| Payout Ratio | 8.1% | · |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
My Metrics Your personal watchlist — selected rows from Full Fundamentals
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Institutional owners (13F) 403 filers · $4.7B 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.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 79 (-40 vs prior Q) | 39 (+18 vs prior Q) | 137 (-4 vs prior Q) | 129 (+53 vs prior Q) | +433K |
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 |
|---|---|---|---|---|
| STATE STREET CORP | $471,011,849 | 2,061,321 | 9.94% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $283,840,415 | 1,242,190 | 5.99% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $235,007,909 | 1,028,481 | 4.96% | Shares |
| Durable Capital Partners LP | $224,000,835 | 980,310 | 4.73% | Shares |
| Capital Research Global Investors | $189,472,429 | 829,201 | 4.00% | Shares |
| DENDUR CAPITAL LP | $187,689,900 | 821,400 | 3.96% | Shares |
| Capital World Investors | $184,089,426 | 805,643 | 3.88% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $160,632,996 | 702,853 | 3.39% | Shares |
| NEUBERGER BERMAN GROUP LLC | $143,611,456 | 628,497 | 3.03% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $127,111,177 | 556,285 | 2.68% | Shares |
| FMR LLC | $115,398,441 | 505,026 | 2.43% | Shares |
| AMERIPRISE FINANCIAL INC | $107,501,950 | 470,465 | 2.27% | Shares |
| AltraVue Capital, LLC | $105,489,767 | 461,662 | 2.23% | Shares |
| Artisan Partners Limited Partnership | $103,600,301 | 453,393 | 2.19% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $95,727,470 | 418,939 | 2.02% | Shares |
| Hood River Capital Management LLC | $75,446,587 | 330,182 | 1.59% | Shares |
| EMERALD ADVISERS, LLC | $73,840,232 | 323,152 | 1.56% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $66,576,674 | 291,364 | 1.40% | Shares |
| JENNISON ASSOCIATES LLC | $64,134,244 | 280,675 | 1.35% | Shares |
| Stephens Investment Management Group LLC | $64,050,150 | 280,307 | 1.35% | Shares |
| SAMLYN CAPITAL, LLC | $56,867,709 | 248,874 | 1.20% | Shares |
| NEW YORK STATE COMMON RETIREMENT FUND | $48,019,275 | 210,150 | 1.01% | Shares |
| EMERALD MUTUAL FUND ADVISERS TRUST | $47,899,998 | 209,628 | 1.01% | Shares |
| FIL Ltd | $44,649,357 | 195,402 | 0.94% | Shares |
| CITADEL ADVISORS LLC | $43,810,077 | 191,729 | 0.92% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $42,772,915 | 187,190 | 0.90% | Shares |
| SG Capital Management LLC | $41,847,947 | 183,142 | 0.88% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $37,855,000 | 165,669 | 0.80% | Shares |
| GOLDMAN SACHS GROUP INC | $37,675,994 | 164,884 | 0.79% | Shares |
| LOOMIS SAYLES & CO L P | $35,335,697 | 154,642 | 0.75% | Shares |
| Pembroke Management, LTD | $34,072,549 | 149,114 | 0.72% | Shares |
| FRED ALGER MANAGEMENT, LLC | $33,505,412 | 146,632 | 0.71% | Shares |
| MARSICO CAPITAL MANAGEMENT LLC | $31,260,399 | 136,807 | 0.66% | Shares |
| AMERICAN CAPITAL MANAGEMENT INC | $29,461,419 | 128,934 | 0.62% | Shares |
| MILLENNIUM MANAGEMENT LLC | $29,024,527 | 127,022 | 0.61% | Shares |
| MONTGOMERY INVESTMENT MANAGEMENT INC | $27,895,417 | 122,081 | 0.59% | Shares |
| SOROS FUND MANAGEMENT LLC | $27,494,720 | 120,327 | 0.58% | Shares |
| KENSICO CAPITAL MANAGEMENT CORP | $27,328,600 | 119,600 | 0.58% | Shares |
| Driehaus Capital Management LLC | $26,684,002 | 116,779 | 0.56% | Shares |
| Bank of New York Mellon Corp | $26,096,071 | 114,206 | 0.55% | Shares |
| BAMCO INC /NY/ | $22,887,931 | 100,166 | 0.48% | Shares |
| Public Sector Pension Investment Board | $22,030,599 | 96,414 | 0.46% | Shares |
| SEVEN GRAND MANAGERS, LLC | $20,565,000 | 90,000 | 0.43% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $20,361,409 | 89,109 | 0.43% | Shares |
| LPL Financial LLC | $19,892,297 | 87,056 | 0.42% | Shares |
| OBERWEIS ASSET MANAGEMENT INC/ | $19,673,393 | 86,098 | 0.42% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $19,428,670 | 85,027 | 0.41% | Shares |
| AXIOM INVESTORS LLC /DE | $18,858,790 | 82,533 | 0.40% | Shares |
| Capital International Investors | $18,790,012 | 82,232 | 0.40% | Shares |
| Freestone Grove Partners LP | $18,721,234 | 81,931 | 0.40% | Shares |
| DF DENT & CO INC | $17,725,401 | 77,573 | 0.37% | Shares |
| ROYCE & ASSOCIATES LP | $17,717,890 | 77,540 | 0.37% | Shares |
| OSTERWEIS CAPITAL MANAGEMENT INC | $16,383,222 | 71,699 | 0.35% | Shares |
| RHUMBLINE ADVISERS | $15,621,618 | 68,366 | 0.33% | Shares |
| Hudson Bay Capital Management LP | $15,424,207 | 67,502 | 0.33% | Shares |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $14,961,723 | 65,478 | 0.32% | Shares |
| ArrowMark Colorado Holdings LLC | $14,258,400 | 62,400 | 0.30% | Shares |
| Legato Capital Management LLC | $13,271,279 | 58,080 | 0.28% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $13,164,114 | 57,611 | 0.28% | Shares |
| Granite Investment Partners, LLC | $13,070,200 | 57,200 | 0.28% | Shares |
| TD Asset Management Inc | $12,796,457 | 56,002 | 0.27% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $12,770,637 | 55,889 | 0.27% | Shares |
| Swiss National Bank | $12,219,723 | 53,478 | 0.26% | Shares |
| KINGDON CAPITAL MANAGEMENT, L.L.C. | $11,996,250 | 52,500 | 0.25% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $11,996,250 | 52,500 | 0.25% | Shares |
| Ghisallo Capital Management LLC | $11,425,000 | 50,000 | 0.24% | Shares |
| CASTLEARK MANAGEMENT LLC | $11,017,356 | 48,216 | 0.23% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $10,700,885 | 46,831 | 0.23% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $10,625,250 | 46,500 | 0.22% | Put option |
| Legal Advantage Investments, Inc. | $10,478,324 | 45,857 | 0.22% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $10,410,917 | 45,562 | 0.22% | Shares |
| First Eagle Investment Management, LLC | $10,378,927 | 45,422 | 0.22% | Shares |
| Legal & General Group Plc | $9,826,186 | 43,003 | 0.21% | Shares |
| RAYMOND JAMES FINANCIAL INC | $9,811,639 | 42,939 | 0.21% | Shares |
| WISCONSIN CAPITAL MANAGEMENT LLC | $9,581,691 | 41,933 | 0.20% | Shares |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | $8,576,976 | 37,536 | 0.18% | Shares |
| Bayberry Capital Partners LP | $8,545,900 | 37,400 | 0.18% | Shares |
| Woodline Partners LP | $8,392,577 | 36,729 | 0.18% | Shares |
| ALLIANCEBERNSTEIN L.P. | $8,279,191 | 44,898 | 0.17% | Shares |
| BRANT POINT INVESTMENT MANAGEMENT LLC | $7,656,121 | 33,506 | 0.16% | Shares |
| Kendall Capital Management | $7,355,415 | 32,190 | 0.16% | Shares |
| FIRST TRUST ADVISORS LP | $7,180,384 | 31,424 | 0.15% | Shares |
| POLEN CAPITAL MANAGEMENT LLC | $6,821,411 | 29,853 | 0.14% | Shares |
| BANK OF AMERICA CORP /DE/ | $6,812,956 | 29,816 | 0.14% | Shares |
| PRUDENTIAL FINANCIAL INC | $6,640,439 | 29,061 | 0.14% | Shares |
| Moody Aldrich Partners LLC | $6,586,513 | 28,825 | 0.14% | Shares |
| AMERICAN CENTURY COMPANIES INC | $6,530,073 | 28,578 | 0.14% | Shares |
| Atom Investors LP | $6,486,201 | 28,386 | 0.14% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $6,479,575 | 28,357 | 0.14% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $6,182,068 | 27,055 | 0.13% | Shares |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | $6,163,788 | 26,975 | 0.13% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $6,075,427 | 32,947 | 0.13% | Shares |
| Nuveen, LLC | $5,906,040 | 25,847 | 0.12% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5,872,450 | 25,700 | 0.12% | Call option |
| MORGAN STANLEY | $5,841,488 | 25,564 | 0.12% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $5,815,554 | 25,451 | 0.12% | Shares |
| Fisher Asset Management, LLC | $5,738,188 | 25,112 | 0.12% | Shares |
| Jump Financial, LLC | $5,666,800 | 24,800 | 0.12% | Shares |
| Hendershot Investments Inc. | $5,496,465 | 24,055 | 0.12% | Shares |
| Emerald Investment Advisers, LLC | $5,473,718 | 23,955 | 0.12% | Shares |
Company insiders 29 insiders · 10 officers · 11 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| John A Cuomo | CEO and President | March 10, 2026 M | 187,037 | 0 | 0 | $0 |
| Adam Robert Cohn | Chief Financial Officer | March 8, 2026 M | 11,818 | 0 | 0 | $0 |
| Stephen D. Griffin | Senior Vice President and CFO | April 1, 2024 F | 28,763 | 0 | 0 | $0 |
| Chad Wheeler | President, Wheeler Fleet | June 28, 2024 A | 31,014 | 0 | 0 | $0 |
| Robert Andrew Moore III | President, Federal & Defense | Dec. 30, 2022 A | 5,126 | 0 | 0 | $0 |
| Benjamin E. Thomas | Chief Operating Officer | March 10, 2026 M | 49,339 | 0 | 0 | $0 |
| Tarang Sharma | Chief Accounting Officer | July 28, 2025 F | 8,397 | 0 | 0 | $0 |
| Farinaz S Tehrani | Chief Legal Officer | March 11, 2025 M | 26,204 | 0 | 0 | $0 |
| Michael E Hamerly | Executive Vice President | March 25, 2010 S | 4,628 | 0 | 0 | $0 |
| Jr James W Lexo | Executive Vice President | Nov. 17, 2008 P | 750 | 0 | 0 | $0 |
| Iii Mark E Ferguson | Director | May 20, 2026 G | 17,422 | 0 | 0 | $0 |
| Ralph E Eberhart | Director | March 16, 2026 A | 47,387 | 0 | 0 | $0 |
| Lloyd Emerson Johnson | Director | Jan. 2, 2026 A | 7,451 | 0 | 0 | $0 |
| John E Potter | Director | Jan. 2, 2026 A | 25,382 | 0 | 0 | $0 |
| Edward P Dolanski | Director | Jan. 2, 2026 A | 8,844 | 0 | 0 | $0 |
| Bonnie K Wachtel | Director | Jan. 2, 2026 A | 137,534 | 0 | 0 | $0 |
| Anita D Britt | Director | Jan. 2, 2026 A | 4,582 | 0 | 0 | $0 |
| James F Lafond | Director | Jan. 3, 2023 A | 21,446 | 0 | 0 | $0 |
| David M Osnos | Director | Jan. 2, 2009 A | 15,800 | 0 | 0 | $0 |
| Clifford M Kendall | Director | Jan. 22, 2008 M | 32,314 | 0 | 0 | $0 |
| Calvin Scott Koonce | 10% owner | Aug. 29, 2024 S | 463,284 | 0 | 0 | $0 |
| Jimmy D Ross | — | Jan. 2, 2009 A | 3,840 | 0 | 0 | $0 |
| Craig S Weber | — | Aug. 14, 2008 S | 5,983 | 0 | 0 | $0 |
| James M Knowlton | — | Aug. 8, 2008 M | 4,150 | 0 | 0 | $0 |
| Donald M Ervine | — | Aug. 6, 2008 M | 4,521 | 0 | 0 | $0 |
| James E Reed | — | March 3, 2008 F | 820 | 0 | 0 | $0 |
| Thomas G Dacus | — | March 3, 2008 F | 922 | 0 | 0 | $0 |
| Thomas R Loftus | — | March 3, 2008 F | 807 | 0 | 0 | $0 |
| Robert Joseph Kelly | — | Nov. 10, 2004 M | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
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 |
|---|---|---|---|---|---|
| Calvin S. Koonce ×9 filings | Nov. 25, 2024 | — | 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 71 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 |
|---|---|---|---|---|
| ALIL · EA Series Trust | 2.26% | 3,121 NS | May 29, 2026 | N-PORT |
| NBSM · Neuberger Berman ETF Trust | 1.00% | 12,241 NS | May 31, 2026 | N-PORT |
| MMSC · First Trust Exchange-Traded Fund VI… | 0.94% | 2,658 NS | May 31, 2026 | N-PORT |
| RW · EA Series Trust | 0.94% | 954 NS | April 30, 2026 | N-PORT |
| CGMM · Capital Group Equity ETF Trust I | 0.52% | 78,277 NS | May 31, 2026 | N-PORT |
| FNY · First Trust Exchange-Traded AlphaDE… | 0.37% | 11,155 NS | April 30, 2026 | N-PORT |
| SMIZ · Zacks Trust | 0.34% | 4,764 NS | May 31, 2026 | N-PORT |
| DFEN · Direxion Shares ETF Trust | 0.29% | 6,274 NS | April 30, 2026 | N-PORT |
| SAA · ProShares Trust | 0.24% | 346 NS | May 31, 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0.23% | 9,916 NS | April 30, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.17% | 822 NS | April 30, 2026 | N-PORT |
| AVSC · AMERICAN CENTURY ETF TRUST | 0.16% | 23,986 NS | May 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.14% | 11,654 NS | April 30, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.13% | 9,844 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.13% | 1,267 NS | May 31, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.11% | 138,112 NS | May 31, 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0.11% | 3,068 NS | April 30, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.10% | 82,402 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.10% | 13,625 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.09% | 5,046 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.07% | 991 NS | May 31, 2026 | N-PORT |
| FIDU · FIDELITY COVINGTON TRUST | 0.07% | 8,174 NS | April 30, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.06% | 43 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.05% | 1,002 NS | May 31, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.04% | 20,323 NS | May 31, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.02% | 965 NS | May 31, 2026 | N-PORT |
| HDG · ProShares Trust | 0.02% | 25 NS | May 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 45,525 NS | April 30, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.01% | 1,650 NS | April 30, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.01% | 2,324 NS | April 30, 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 6,658 NS | May 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 8,430 NS | April 30, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 5,304 NS | April 30, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 8,494 NS | April 30, 2026 | N-PORT |
| SCHB · SCHWAB STRATEGIC TRUST | 0.01% | 17,015 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.01% | 770 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.00% | 84 NS | April 30, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.00% | 199 NS | May 31, 2026 | N-PORT |
| EBI · RBB Fund Trust | 0.00% | 15 NS | May 31, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.00% | 7 NS | May 31, 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VBK · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | — | — | July 15, 2026 | Daily |
| VIOO · VANGUARD ADMIRAL FUNDS | — | — | July 15, 2026 | Daily |
| VIOG · VANGUARD ADMIRAL FUNDS | — | — | July 30, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | — | — | July 15, 2026 | Daily |