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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 |
---|---|---|---|
GEODE CAPITAL MANAGEMENT, LLC | 1,848,591 | 64,417,558 | |
GAMCO INVESTORS, INC. ET AL | 1,188,305 | 41,400,546 | |
GABELLI FUNDS LLC | 594,200 | 20,701,928 | |
GREAT LAKES ADVISORS, LLC | 261,016 | 9,093,797 | |
Parametric Portfolio Associates LLC | 250,146 | 8,595 | |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 99,740 | 3,475 | |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 77,406 | 2,696,825 | |
BNP PARIBAS FINANCIAL MARKETS | 73,179 | 2,549,556 | |
MetLife Investment Management, LLC | 47,145 | 1,642,532 | |
Jackson Creek Investment Advisors LLC | 41,490 | 1,446 | |
YOUSIF CAPITAL MANAGEMENT, LLC | 32,055 | 1,116,796 | |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 29,705 | 1,034,922 | |
NISA INVESTMENT ADVISORS, LLC | 25,500 | 888,420 | |
NEW YORK STATE COMMON RETIREMENT FUND | 25,285 | 881 | |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 19,368 | 674,781 | |
AMUNDI | 14,515 | 496,848 | |
Brevan Howard Capital Management LP | 14,458 | 503,717 | |
Quantbot Technologies LP | 8,411 | 293,039 | |
RAYMOND JAMES TRUST N.A. | 7,997 | 278,617 | |
Russell Investments Group, Ltd. | 7,807 | 271,995 | |
Janney Montgomery Scott LLC | 7,675 | 267 | |
Ramirez Asset Management, Inc. | 1,300 | 45,292 | |
CIBC Private Wealth Group LLC | 847 | 29,515 | |
Catalyst Funds Management Pty Ltd | 800 | 27,872 | |
STRS OHIO | 600 | 20,904 | |
HARBOR CAPITAL ADVISORS, INC. | 390 | 14 | |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 367 | 12,786 | |
MASSMUTUAL TRUST CO FSB/ADV | 268 | 9,337 | |
UMB Bank, n.a. | 200 | 6,968 | |
PRIVATE TRUST CO NA | 145 | 5,052 | |
Oakworth Capital, Inc. | 131 | 4,564 | |
Sterling Capital Management LLC | 98 | 3,414 | |
FARMERS & MERCHANTS INVESTMENTS INC | 55 | 1,916 | |
Covestor Ltd | 51 | 2 |
DIRECTORS | AGE | BIO | OTHER DIRECTOR MEMBERSHIPS |
---|---|---|---|
MR. AINSWORTH is a member of the Finance Committee and the Governance Committee. From 2019 until his retirement in 2020, Mr. Ainsworth served as Group President of the Energy & Transportation segment for Caterpillar, Inc. (“Caterpillar”), a manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. From 2017 until his appointment as Group President in 2019, Mr. Ainsworth was Senior Vice President and Strategic Advisor to Caterpillar’s executive committee and was responsible for Caterpillar’s Rail Division. From 1993 until 2019, he served as President and Chief Executive Officer of Progress Rail Services, an integrated and diversified supplier of railroad and transit products and services as well as railcar leasing. Progress Rail Services was acquired by Caterpillar in 2006, and Mr. Ainsworth was appointed a Vice President of Caterpillar at that time. | |||
MS. LAKKUNDI is a member of the Audit Committee and the Governance Committee. She has served as Senior Vice President, Strategy & Corporate Development, of Rockwell Automation, Inc., an industrial automation and digital transformation company (“Rockwell”), since 2021. She joined Rockwell following a 28-year career with 3M Company, a consumer goods, health care, and worker safety company (“3M”). From 2020 to 2021, Ms. Lakkundi served as 3M’s Senior Vice President, Strategy & Business Development. From 2019 to 2020, she served as Global Vice President and General Manager, Industries Adhesives and Tapes Division. From 2017 to 2019, she served as Vice President, Chief Ethics & Compliance Officer. During her time with 3M, she held various other roles of increasing responsibility and seniority in profit and loss leadership, business development in emerging markets, and research and development. She currently serves on the board of Claroty, which empowers organizations to secure cyber-physical systems across industrial (OT), healthcare (IoMT), and enterprise (IoT) environments: the Extended Internet of Things (XIoT). She also serves on the Rockwell Automation Charitable Contributions board. She previously served on the board of the 3M Foundation. | |||
MR. MACLIN is Chair of the Finance Committee and a member of the HR Committee. Mr. Maclin retired in 2016 from a 37-year career at JPMorgan Chase & Co. and its predecessor banks, where he rose to Chairman, Chase Commercial and Consumer Banking in 2013, and served on the company's operating committee. Prior to that, he held a variety of leadership roles, including Regional Executive for Texas and the Southwest U.S., and Global Executive for Energy Investment Banking. Mr. Maclin serves as a director of The University of Texas Development Board, as a member of the advisory council for McCombs Graduate School of Business, on the executive committee of The University of Texas Chancellor's Council, on the board of visitors of UT Southwestern Health System, on the steering committee for the O'Donnell Brain Institute for UT Southwestern, and on the board of Southwestern Medical Foundation and a member of its investment committee. Mr. Maclin serves on the board of directors of Kimberly-Clark Corporation, a global manufacturer of branded tissue and personal care products. He also serves on the board of directors of RRH Corporation, the parent company of Hunt Consolidated, Inc., a company involved in oil and gas exploration and production, refining, liquified natural gas, power, real estate, investments, ranching, and infrastructure; is a board advisor for Cyber Defense Labs; and is a member of the SMU Tate Lecture Series board. | |||
The Board of Directors currently consists of eight members, all of which are standing for election at the Annual Meeting. Following a recommendation from the Governance Committee: Leldon E. Echols, Chairman of the Board William P. Ainsworth Robert C. Biesterfeld Jr. John J. Diez Veena M. Lakkundi S. Todd Maclin E. Jean Savage Dunia A. Shive have been nominated by the Board for election at the Annual Meeting to hold office until the next Annual Meeting or the election of their respective successors. Each of them is a current member of the Board. The Board of Directors has determined that all of the director nominees other than Ms. Savage, the Company's CEO, are “independent directors.” Therefore, the Board has concluded that Ms. Savage is not independent. An incumbent director nominee who receives a greater number of votes “against” than “for” in an uncontested election is required to tender his or her resignation for consideration by the Governance Committee and the Board (with the affected director recusing himself or herself from the deliberations). The Board will be free to accept or reject the resignation and will make its decision known publicly within 90 days of certification of the vote results. If a director’s resignation is accepted by the Board, the Board may fill the resulting vacancy. The information provided below is biographical information about each of the nominees, as well as a description of the experience, qualifications, attributes, or skills that led the Board to nominate the individual for election as a director of the Company. | |||
MR. ECHOLS serves as non-executive Chairman of the Board, Chair of the HR Committee, and a member of the Audit Committee, the Governance Committee, and the Finance Committee. He served as Executive Vice President and Chief Financial Officer of Centex Corporation, a residential construction company, from 2000 to 2006, when he retired. Prior to joining Centex, he spent 22 years with Arthur Andersen LLP and served as Managing Partner, Audit Practice for the North Texas, Colorado, and Oklahoma Region from 1997 to 2000. Mr. Echols is a member of the American Institute of Certified Public Accountants and the Texas Society of CPAs (inactive). Mr. Echols has been engaged in private investments since 2006. He is a member of the board of directors and Chair of the audit committee of EnLink Midstream Manager, LLC, a company that owns interests in EnLink Midstream, LLC, which is engaged in the gathering, transmission, treating, processing, and marketing of natural gas, natural gas liquids, and crude oil. He is also a member of the board of directors of HF Sinclair Corporation, an independent energy company. He served as a member of the board of directors of HollyFrontier Corporation, an independent petroleum refiner, from 2009 until the establishment of HF Sinclair Corporation as its parent company in 2022. From 2008 to 2014, Mr. Echols served on the boards of directors of Crosstex Energy, L.P. and Crosstex Energy, Inc., which are predecessors to certain of the EnLink entities. From 2014 to 2019, he was a member of the board of directors of EnLink Midstream GP, LLC, a company that owned interests in EnLink Midstream Partners, LP. | |||
MR. DIEZ is Chair of the Governance Committee and a member of the Audit Committee and the HR Committee. Since 2021, Mr. Diez has served as Executive Vice President and Chief Financial Officer of Ryder System, Inc. ("Ryder"), a commercial fleet management and supply chain solutions company. From 2019 to 2021, Mr. Diez served as the President of Fleet Management Solutions for Ryder. From 2015 to 2019, he was President of Dedicated Transportation Solutions for Ryder. Mr. Diez joined Ryder in 2002 and held various other roles of increasing responsibility and seniority in finance and operations. Mr. Diez spent eight years in the audit practice of KPMG LLP prior to joining Ryder. He is a Certified Public Accountant in the state of Florida and a former member of the American Institute of CPAs. He also serves on the board of directors of the U.S. Chamber of Commerce. | |||
MS. SHIVE is Chair of the Audit Committee and a member of the Governance Committee and the Finance Committee. From 2008 to 2013, she served as Chief Executive Officer and President of Belo Corp., a media company that owned several television stations, until its acquisition by Gannett Co., Inc. After the acquisition, Ms. Shive served as Senior Vice President of TEGNA Inc., formerly Gannett Co., Inc., a publishing, broadcast and digital media company, until her retirement in 2017. She joined Belo Corp. in 1993 and served in a variety of leadership positions during her tenure, including Chief Financial Officer. Ms. Shive is a member of the board of directors of Kimberly-Clark Corporation, a global manufacturer of branded tissue and personal care products, where she serves as Chair of the audit committee. Ms. Shive is also a member of the board of directors of Main Street Capital Corporation, a principal investment firm that provides long-term debt and equity capital to lower middle market companies and debt capital to middle market companies, and DallasNews Corporation, a local news and information publishing company in Texas. From 2014 to 2018, Ms. Shive was a director of Dr Pepper Snapple Group, Inc. From 2009 to 2015, she served on the board of directors of the Associated Press, where she served as Chair of the audit committee from 2011 to 2015. From 2008 to 2013, she served on the board of directors of Belo Corp. |
Name and Principal Position | Year |
Salary
($)
|
Stock Awards
($)
|
Non-Equity Incentive Plan Compensation
($)
|
Change in Pension Value and Nonqualified Deferred Compensation Earnings
($)
|
All Other Compensation
($)
|
Total
($) |
|||||||||||||||||||||||||
E. Jean Savage
Chief Executive Officer and President
|
2023 | 930,000 | 4,029,560 | 655,200 | 14,924 | 99,872 | 5,729,556 | |||||||||||||||||||||||||
2022 | 900,000 | 3,765,420 | 804,195 | 1,225 | 22,500 | 5,493,340 | ||||||||||||||||||||||||||
2021 | 850,000 | 3,613,344 | 1,064,413 | 3,580 | 47,860 | 5,579,197 | ||||||||||||||||||||||||||
Eric R. Marchetto
Executive Vice President and Chief Financial Officer
|
2023 | 596,225 | 1,079,661 | 228,600 | 11,179 | 21,019 | 1,936,684 | |||||||||||||||||||||||||
2022 | 578,860 | 1,025,053 | 357,750 | 1,154 | 22,636 | 1,985,453 | ||||||||||||||||||||||||||
2021 | 562,000 | 1,035,504 | 563,512 | 2,658 | 36,847 | 2,200,521 | ||||||||||||||||||||||||||
Gregory B. Mitchell
Executive Vice President, Leasing and Services
|
2023 | 515,000 | 757,285 | 255,960 | — | 28,979 | 1,557,224 | |||||||||||||||||||||||||
2022 | 458,758 | 697,517 | 242,475 | — | 35,535 | 1,434,285 | ||||||||||||||||||||||||||
2021 | 405,000 | 404,485 | 268,750 | — | 17,400 | 1,095,635 | ||||||||||||||||||||||||||
Kevin Poet
Executive Vice President, Operations and Support Services
|
2023 | 515,000 | 757,285 | 252,360 | — | 32,670 | 1,557,315 | |||||||||||||||||||||||||
2022 | 455,667 | 523,128 | 249,287 | — | 18,300 | 1,246,382 | ||||||||||||||||||||||||||
2021 | 361,987 | 469,687 | 266,103 | — | 89,099 | 1,186,876 | ||||||||||||||||||||||||||
Steven L. McDowell
Vice President and Chief Audit Executive
|
2023 | 413,750 | 227,202 | 111,755 | — | 18,619 | 771,326 | |||||||||||||||||||||||||
Sarah R. Teachout
Former Executive Vice President and Chief Legal Officer
|
2023 | 332,491 | 811,343 | — | 5,625 | 19,800 | 1,169,259 | |||||||||||||||||||||||||
2022 | 463,500 | 783,723 | 254,400 | 880 | 36,048 | 1,538,551 | ||||||||||||||||||||||||||
2021 | 450,000 | 722,686 | 400,720 | 2,033 | 22,591 | 1,598,030 |
Customers
Customer name | Ticker |
---|---|
Performance Food Group Company | PFGC |
Suppliers
Supplier name | Ticker |
---|---|
3M Company | MMM |
The Sherwin-Williams Company | SHW |
Dow Inc. | DOW |
DuPont de Nemours, Inc. | DD |
Honeywell International Inc. | HON |
Ball Corporation | BLL |
Ecolab Inc. | ECL |
Price
Yield
Owner | Position | Direct Shares | Indirect Shares |
---|---|---|---|
Marchetto Eric R | EVP & CFO | 250,402 | 2,813 |
Marchetto Eric R | Director | 224,888 | 2,843 |
Savage Jean | President & CEO | 194,176 | 0 |
Savage Jean | Director | 156,402 | 249,606 |
Mitchell Gregory B | EVP & Chief Commercial Officer | 127,714 | 0 |
Mitchell Gregory B | Director | 121,165 | 0 |
McDowell Steven L | VP & Chief Acctg Officer | 73,177 | 0 |
Poet Kevin | EVP Operations & Support Svcs | 36,718 | 0 |
Poet Kevin | Director | 28,422 | 0 |
MACLIN TODD | Director | 27,548 | 0 |
Biesterfeld Robert C Jr | Director | 0 | 35 |