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* THE VALUE IS THE MARKET VALUE AS OF THE LAST DAY OF THE QUARTER FOR WHICH THE 13F WAS FILED.
FUND | NUMBER OF SHARES | VALUE ($) | PUT OR CALL |
---|---|---|---|
DIMENSIONAL FUND ADVISORS LP | 5,612,875 | 61,517,168 | |
PZENA INVESTMENT MANAGEMENT LLC | 5,364,920 | 58,799,523 | |
AMERICAN CENTURY COMPANIES INC | 3,235,986 | 35,466,407 | |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,992,398 | 21,836,682 | |
Allianz Asset Management GmbH | 1,424,163 | 15,608,826 | |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1,205,367 | 13,210,822 | |
GLOBEFLEX CAPITAL L P | 1,179,014 | 12,921,993 | |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1,118,141 | 12,254,825 | |
Pacer Advisors, Inc. | 1,062,246 | 11,642,216 | |
EARNEST PARTNERS LLC | 1,037,664 | 11,372,797 | |
JACOBS LEVY EQUITY MANAGEMENT, INC | 945,170 | 10,359,063 | |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 917,430 | 10,055,033 | |
Qube Research & Technologies Ltd | 771,867 | 8,459,662 | |
BNP PARIBAS FINANCIAL MARKETS | 650,525 | 7,129,754 | |
PANAGORA ASSET MANAGEMENT INC | 594,030 | 6,510,569 | |
ENVESTNET ASSET MANAGEMENT INC | 556,520 | 6,099,456 | |
AQR CAPITAL MANAGEMENT LLC | 509,576 | 5,584,954 | |
Empowered Funds, LLC | 500,141 | 5,481,545 | |
Robeco Institutional Asset Management B.V. | 483,251 | 5,296,433 | |
COMMONWEALTH EQUITY SERVICES, LLC | 460,223 | 5,044 | |
MILLENNIUM MANAGEMENT LLC | 427,624 | 4,686,759 | |
TEACHER RETIREMENT SYSTEM OF TEXAS | 402,486 | 4,411,247 | |
SG Capital Management LLC | 401,092 | 4,395,968 | |
JANE STREET GROUP, LLC | 395,867 | 4,338,702 | |
Nuveen Asset Management, LLC | 364,154 | 4,304,300 | |
JUPITER ASSET MANAGEMENT LTD | 352,942 | 3,868,244 | |
Hillsdale Investment Management Inc. | 308,000 | 3,375,680 | |
Brandywine Global Investment Management, LLC | 306,890 | 3,363,514 | |
ACADIAN ASSET MANAGEMENT LLC | 299,290 | 3,536 | |
RENAISSANCE TECHNOLOGIES LLC | 298,500 | 3,271,560 | |
Moran Wealth Management, LLC | 265,516 | 2,910,055 | |
AXA S.A. | 248,790 | 2,726,739 | |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 231,025 | 2,532,034 | |
Nuveen, LLC | 208,255 | 2,282,474 | |
EA Series Trust | 203,353 | 1,567,852 | |
MACKENZIE FINANCIAL CORP | 186,487 | 2,043,898 | |
Swiss National Bank | 164,100 | 1,798,536 | |
Green Alpha Advisors, LLC | 158,406 | 1,736,133 | |
NIA IMPACT ADVISORS, LLC | 151,005 | 1,655,013 | |
AMUNDI ASSET MANAGEMENT US, INC. | 141,937 | 2,041 | |
Parametric Portfolio Associates LLC | 130,773 | 1,563 | |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 119,047 | 1,304,755 | |
HSBC HOLDINGS PLC | 115,456 | 1,282,912 | |
RBF Capital, LLC | 115,000 | 1,260,400 | |
FIRST TRUST ADVISORS LP | 110,505 | 1,211,134 | |
D. E. Shaw & Co., Inc. | 107,897 | 1,182,551 | |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 105,000 | 1,150,800 | |
AVANTAX ADVISORY SERVICES, INC. | 102,699 | 1,125,575 | |
Sanctuary Advisors, LLC | 101,997 | 1,187,240 | |
MARTINGALE ASSET MANAGEMENT L P | 101,772 | 1,115,422 | |
CREDIT SUISSE AG/ | 101,195 | 1,323,630 | |
PRICE T ROWE ASSOCIATES INC /MD/ | 98,733 | 1,083 | |
Legal & General Group Plc | 94,631 | 1,037,155 | |
Grantham, Mayo, Van Otterloo & Co. LLC | 93,858 | 1,028,684 | |
Numerai GP LLC | 88,548 | 970,486 | |
LOS ANGELES CAPITAL MANAGEMENT LLC | 82,959 | 909,231 | |
DEUTSCHE BANK AG\ | 73,572 | 806,350 | |
Russell Investments Group, Ltd. | 72,690 | 796,683 | |
CITADEL ADVISORS LLC | 72,200 | 791,312 | |
Gotham Asset Management, LLC | 69,378 | 760,383 | |
JENNISON ASSOCIATES LLC | 64,458 | 706,460 | |
KLP KAPITALFORVALTNING AS | 63,700 | 698,152 | |
Integrated Quantitative Investments LLC | 63,580 | 696,837 | |
FMR LLC | 63,113 | 691,720 | |
Engineers Gate Manager LP | 62,693 | 687,115 | |
INTECH INVESTMENT MANAGEMENT LLC | 62,547 | 739,306 | |
FIRST HAWAIIAN BANK | 62,178 | 681,471 | |
ETF MANAGERS GROUP, LLC | 61,600 | 518,672 | |
Tidal Investments LLC | 59,823 | 655,660 | |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 59,765 | 655,024 | |
Ancora Advisors LLC | 56,800 | 622,528 | |
Skandinaviska Enskilda Banken AB (publ) | 56,348 | 617,574 | |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 54,999 | 602,789 | |
SIMPLEX TRADING, LLC | 54,433 | 595 | |
Aperio Group, LLC | 53,372 | 723 | |
Semanteon Capital Management, LP | 52,519 | 575,608 | |
BAILARD, INC. | 46,500 | 509,640 | |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 46,025 | 504,434 | |
STATE OF WISCONSIN INVESTMENT BOARD | 39,279 | 430,498 | |
Arjuna Capital | 38,175 | 418,398 | |
Freedom Investment Management, Inc. | 36,900 | 404,431 | |
PATHSTONE FAMILY OFFICE, LLC | 36,204 | 404,399 | |
Pathstone Holdings, LLC | 36,066 | 395,283 | |
&PARTNERS | 35,029 | 388,816 | |
Diversified Trust Co | 34,300 | 375,928 | |
S.A. Mason LLC | 33,793 | 370,371 | |
Centiva Capital, LP | 31,078 | 340,615 | |
PRELUDE CAPITAL MANAGEMENT, LLC | 28,913 | 316,886 | |
Man Group plc | 28,704 | 314,596 | |
Petrus Trust Company, LTA | 28,561 | 313,029 | |
PUTNAM INVESTMENTS LLC | 28,181 | 381,007 | |
Counterpoint Mutual Funds LLC | 25,628 | 302,923 | |
Arizona State Retirement System | 24,288 | 266,196 | |
Dynamic Technology Lab Private Ltd | 23,675 | 259,000 | |
BLAIR WILLIAM & CO/IL | 22,376 | 245,241 | |
MML INVESTORS SERVICES, LLC | 21,948 | 241 | |
HARBOR CAPITAL ADVISORS, INC. | 21,106 | 231 | |
Magnetar Financial LLC | 20,670 | 226,544 | |
CLIFFORD CAPITAL PARTNERS LLC | 20,605 | 225,831 | |
PDT Partners, LLC | 20,342 | 222,948 |
DIRECTORS | AGE | BIO | OTHER DIRECTOR MEMBERSHIPS |
---|---|---|---|
Todd P. Kelsey Chief Executive Officer, Plexus Corp. Age 59 Director since 2017 Independent | |||
Mr. Brown has been Chair Emeritus of IDEO LP, a global innovation and design firm, since March 2024 and Vice Chair of kyu, a collective of creative organizations, since 2020. He was Chief Executive Officer and President of IDEO from 2000 to 2019, and his other roles at IDEO include Chair (2023 to 2024), Co‑Chair (during 2023), Chair and Co-Chief Executive Officer (2022 to 2023) and Executive Chair (2019 to 2022). Mr. Brown’s global experience, background with innovation and technology, and his experience as the chief executive officer of a global company led the Board of Directors to recommend he serve as a director. Committees: • Corporate Business Development • Executive • Nominating and Corporate Governance (Chair) | |||
Sanjay Gupta Executive Vice President and Chief Transformation Officer, Novant Health Age 55 Director since 2022 Independent | |||
Robert C. Pew III Board Chair, Steelcase Inc.; private investor Age 73 Director since 1987 Independent | |||
Current members: Todd P. Kelsey, Chair Sanjay Gupta Cathy D. Ross Peter M. Wege II Linda K. Williams Number of meetings in fiscal year 2024: 8 Member qualifications: All committee members meet the enhanced independence and financial literacy standards for Audit Committee members under the NYSE listing standards. The Board has determined Todd Kelsey, Cathy Ross and Linda Williams qualify as Audit Committee Financial Experts. | |||
Linda K. Williams Vice President, Global Head of FP&A Finance, Google Cloud, Google LLC Age 54 Director since 2020 Independent | |||
Mr. Pew has been a private investor since 2004. From 1974 to 1984 and from 1988 to 1995, he held various positions at Steelcase, including President, Steelcase North America and Executive Vice President, Operations. From 1984 to 1988, Mr. Pew was a majority owner of an independent Steelcase dealership. Mr. Pew’s experience with our company, having served as a director for more than 35 years, as an employee for more than 15 years and as an owner of a Steelcase dealership for four years, and his understanding of and commitment to creating long-term, sustainable value for our company and our various stakeholders as a member of one of the founding families of our company led the Board of Directors to recommend he serve as a director. Mr. Pew is the brother of Kate Pew Wolters. Committees: • Executive (Chair) | |||
Ms. Niemann has been President and Chief Executive Officer and the majority owner of Forward Space, LLC, an independent Steelcase dealership, since 2014. From 1992 to 2014, she held various positions at Steelcase, including Chief Executive Officer of Red Thread, a Steelcase-owned dealership, from 2011 to 2014. Ms. Niemann’s experience with our company, having served as an employee for more than 20 years and as current owner of a Steelcase dealership, and her understanding of and commitment to creating long-term, sustainable value for our company and our various stakeholders as a member of one of the founding families of our company led the Board of Directors to recommend she serve as a director. Committees: • Corporate Business Development (Chair) • Executive | |||
Ms. Duckworth was Chairman and Chief Executive Officer of ARZU, Inc., a non-profit organization that empowered Afghan women weavers by sourcing and selling the rugs they weave, from 2003 to 2019. She retired as a Partner and Managing Director of Goldman, Sachs & Co. in 2001 following a 20-year career at that firm. Ms. Duckworth’s experience as a former partner and managing director of Goldman Sachs, serving on the boards of directors of other public companies and as a non-profit entrepreneur led the Board of Directors to recommend she serve as a director. Other public company directorships: • MP Materials Corp. (since 2020) • Equity Residential (2015 to 2022) • Smurfit-Stone Container Corporation (2004 to 2010) Committees: • Compensation • Nominating and Corporate Governance | |||
Cathy D. Ross Former Executive Vice President and Chief Financial Officer, Federal Express Corporation Age 66 Director since 2006 Independent | |||
Ms. Schmelter has been Executive Vice President and President, Consumer Self-Care Americas and Global Portfolio Optimization of Perrigo Company plc, a provider of self-care products, since September 2023. Prior to joining Perrigo, Ms. Schmelter was with TreeHouse Foods, Inc. from 2016 to 2022, serving as Senior Vice President, Chief Transformation Officer from 2020 to 2022, Senior Vice President, Division President, Meal Solutions from 2019 to 2020 and President, Condiments and Head of Sales - Foodservice & Canada from 2017 to 2019. Ms. Schmelter was with Kraft Foods Group from 2005 to 2015, serving as Vice President, Meals from 2012 to 2015. Ms. Schmelter’s experience in strategy, branding, sales, marketing, innovation and finance led the Board of Directors to recommend she serve as a director. Committees: • Compensation (Chair) • Executive • Nominating and Corporate Governance |
Name and
Principal Position |
Fiscal Year | Salary |
Bonus
|
Stock
Awards
1
|
Non-Equity Incentive Plan Compensation
2
|
Change in Pension Value and Nonqualified Deferred Compensation Earnings
3
|
All Other Compensation
4
|
Total | ||||||||||||||||||||||||||||||||||||
Sara E. Armbruster
President and
Chief Executive Officer
|
2024 | $ | 966,346 | $ | — | $ | 3,009,609 | $ | 1,918,618 | $ | 85,641 | $ | 171,724 | $ | 6,151,938 | |||||||||||||||||||||||||||||
2023 | $ | 900,000 | $ | — | $ | 2,347,280 | $ | 831,992 | $ | — | $ | 71,132 | $ | 4,150,404 | ||||||||||||||||||||||||||||||
2022 | $ | 697,395 | $ | — | $ | 4,462,068 | $ | 154,062 | $ | — | $ | 107,021 | $ | 5,420,546 | ||||||||||||||||||||||||||||||
David C. Sylvester
Senior Vice President,
Chief Financial Officer
|
2024 | $ | 663,942 | $ | 577,900 |
5
|
$ | 1,054,564 | $ | 836,989 | $ | 5,805 | $ | 161,352 | $ | 3,300,552 | ||||||||||||||||||||||||||||
2023 | $ | 625,000 | $ | — | $ | 1,189,372 | $ | 447,967 | $ | — | $ | 47,459 | $ | 2,309,798 | ||||||||||||||||||||||||||||||
2022 | $ | 592,040 | $ | — | $ | 1,089,981 | $ | 76,953 | $ | — | $ | 52,503 | $ | 1,811,477 | ||||||||||||||||||||||||||||||
Allan W. Smith, Jr.
Senior Vice President,
President, Americas and Chief Product Officer
|
2024 | $ | 628,942 | $ | — | $ | 934,801 | $ | 792,854 | $ | 5,245 | $ | 99,649 | $ | 2,461,491 | |||||||||||||||||||||||||||||
2023 | $ | 575,000 | $ | — | $ | 854,466 | $ | 411,881 | $ | — | $ | 41,777 | $ | 1,883,124 | ||||||||||||||||||||||||||||||
2022 | $ | 453,038 | $ | — | $ | 752,843 | $ | 58,832 | $ | — | $ | 33,233 | $ | 1,297,946 | ||||||||||||||||||||||||||||||
Lizbeth S. O’Shaughnessy
Senior Vice President,
Chief Administrative Officer, General Counsel and Secretary
|
2024 | $ | 548,731 | $ | — | $ | 663,082 | $ | 472,382 | $ | 5,538 | $ | 77,539 | $ | 1,767,272 | |||||||||||||||||||||||||||||
2023 | $ | 528,000 | $ | — | $ | 776,025 | $ | 259,695 | $ | — | $ | 40,131 | $ | 1,603,851 | ||||||||||||||||||||||||||||||
2022 | $ | 503,423 | $ | — | $ | 673,040 | $ | 65,436 | $ | — | $ | 40,861 | $ | 1,282,760 | ||||||||||||||||||||||||||||||
Robert G. Krestakos
Vice President,
Chief Operations Officer
|
2024 | $ | 443,750 | $ | — | $ | 362,055 | $ | 382,007 | $ | 5,112 | $ | 62,684 | $ | 1,255,608 | |||||||||||||||||||||||||||||
2023 | $ | 426,935 | $ | — | $ | 483,236 | $ | 209,986 | $ | — | $ | 31,090 | $ | 1,151,247 | ||||||||||||||||||||||||||||||
2022 | $ | 406,490 | $ | — | $ | 331,969 | $ | 32,513 | $ | — | $ | 28,575 | $ | 799,547 |
Customers
No Suppliers Found
Price
Yield
Owner | Position | Direct Shares | Indirect Shares |
---|---|---|---|
Armbruster Sara E | - | 1,000,960 | 0 |
Armbruster Sara E | - | 661,297 | 0 |
Sylvester David C | - | 570,809 | 0 |
Sylvester David C | - | 549,776 | 0 |
O'Shaughnessy Lizbeth S | - | 307,252 | 0 |
PEW ROBERT C III | - | 293,700 | 500 |
WEGE PETER M II | - | 189,155 | 0 |
Smith Allan W JR | - | 176,973 | 0 |
Krestakos Robert G | - | 139,912 | 0 |
DUCKWORTH CONNIE K | - | 112,756 | 0 |
Krestakos Robert G | - | 110,489 | 0 |
Flynn Donna K | - | 83,959 | 0 |
Miller Steven Douglas | - | 66,479 | 0 |
Niemann Jennifer C | - | 60,370 | 10,000 |
Williams Linda K | - | 47,724 | 0 |
McGrath Nicole Cherie | - | 35,691 | 0 |
Gupta Sanjay | - | 26,583 | 0 |
McGrath Nicole Cherie | - | 18,453 | 0 |