Congress trades

Polaris Inc. (PII)

NYSE · Consumer Cyclical · 17 congress trades · last filed 11 months ago

17
Congress disclosures shown
27d
Median delay on the congress disclosures
of the 45 day limit
8 buys·9 sells
Purchases and sales in the disclosures shown
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About Polaris Inc.

from the company's filings and listing, as of Oct 26, 2026
Exchange
NYSE
Sector
Consumer Cyclical
Industry
Auto - Recreational Vehicles
Chief executive
Michael Todd Speetzen
Employees
14,500
Listed since
Sep 16, 1987
Market value
$3.1B
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$4.54
Dividend yield
4.94%

www.polaris.com

Earnings

6 reported quarters · next on Oct 26, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Jul 28, 2026$1.97$0.72$2.0B$1.9BEPS beatRevenue beat
Q1 FY2026reported Apr 27, 2026$0.13-$0.43$1.7B$1.6BEPS beatRevenue beat
Q4 FY2025reported Jan 27, 2026$0.08$0.06$1.9B$1.8BEPS beatRevenue beat
Q3 FY2025reported Oct 28, 2025$0.41$0.37$1.8B$1.8BEPS beatRevenue beat
Q2 FY2025reported Jul 29, 2025$0.40$0.05$1.9B$1.7BEPS beatRevenue beat
Q1 FY2025reported Apr 29, 2025-$0.90-$0.91$1.5B$1.8BEPS in lineRevenue miss

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for fiscal 2025 · proxy filed Mar 17, 2026
ExecutiveSalaryStock awardsOtherTotal
Michael T. SpeetzenChief Executive Officer$1.2M$3.3M$6.6M$11.1M
Robert P. MackChief Financial Officer and Executive Vice President - Finance and Corporate Development$747K$1.9M$2.8M$5.4M
James P. WilliamsSenior Vice President - Chief Human Resources Officer$585K$1.2M$1.8M$3.7M
Benjamin D. DukePresident - Marine$597K$1.2M$1.8M$3.6M

The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. 1 executive who has since left the company is named in that filing and not shown here. Read the filing

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$501.4M7,325,540+3.8%12.76%
Vanguard Portfolio Management LLC$198.0M2,892,742+3.8%5.04%
State Street Corp$184.3M2,692,541+4.7%4.69%
AQR Capital Management LLCCliff Asness$175.6M2,566,179+18.0%4.47%
Vanguard Capital Management LLC$166.6M2,434,514+1.1%4.24%
American Century Companies Inc$138.1M2,017,241+2.3%3.51%
Capital World Investors$110.1M1,609,055-58.7%2.80%
Geode Capital Management, LLC$98.9M1,444,365+2.5%2.52%
Dimensional Fund Advisors LP$91.7M1,340,113-13.3%2.33%
Canada Pension Plan Investment Board$77.8M1,137,008-5.3%1.98%
Balyasny Asset Management L.P.Dmitry Balyasny$73.9M1,079,296New1.88%
Auto-Owners Insurance Co$70.8M1,035,0000.0%1.80%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

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Congress trades in PII

17 disclosures of 17 on record · median 27d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000-18.5%S&P 500 +11.7% · -30.3 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-18.5%After the saleS&P 500 +11.7% · -30.3 pts vs S&P 500Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-17.1%After the saleS&P 500 +11.4% · -28.5 pts vs S&P 500Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000+36.9%S&P 500 +27.2% · +9.7 pts vs S&P 500Jun 17, 2025Aug 13, 202557d
Jerry MoranSpouseStockSale (Full)$1,001 - $15,000-41.1%After the saleS&P 500 +61.1% · -102.1 pts vs S&P 500Dec 14, 2023Jan 17, 202434d
Jerry MoranSpouseStockPurchase$1,001 - $15,000-47.5%S&P 500 +64.1% · -111.7 pts vs S&P 500Dec 21, 2021Jan 21, 202231d
Susie LeeJointStockSale$1,001 - $15,000-56.9%After the saleS&P 500 +79.4% · -136.3 pts vs S&P 500Jun 10, 2021Jul 13, 202133d
Susie LeeJointStockPurchase$1,001 - $15,000-59.2%S&P 500 +82.4% · -141.6 pts vs S&P 500May 14, 2021Jun 14, 202131d
Shelley Moore CapitoSpouseStockSale (Full)$1,001 - $15,000-42.5%After the saleS&P 500 +103.3% · -145.7 pts vs S&P 500Dec 31, 2020Jan 12, 202112d
Susie LeeJointStockPurchase$1,001 - $15,000-42.0%S&P 500 +125.6% · -167.6 pts vs S&P 500Oct 1, 2020Dec 8, 202068d
Susie LeeJointStockSale$1,001 - $15,000-39.7%After the saleS&P 500 +113.4% · -153.1 pts vs S&P 500Nov 18, 2020Dec 8, 202020d
Susie LeeJointStockPurchase$1,001 - $15,000-31.0%S&P 500 +160.2% · -191.1 pts vs S&P 500May 19, 2020Jun 15, 202027d
Shelley Moore CapitoSpouseStockPurchase$1,001 - $15,000-53.8%S&P 500 +186.3% · -240.1 pts vs S&P 500Apr 5, 2018May 14, 201839d
Shelley Moore CapitoSpouseStockPurchase$1,001 - $15,000-50.0%S&P 500 +189.2% · -239.2 pts vs S&P 500Apr 24, 2018May 14, 201820d
Michael T. McCaulStockSale$50,001 - $100,000-63.3%After the saleS&P 500 +284.0% · -347.3 pts vs S&P 500Oct 28, 2014Nov 14, 201417d
Michael T. McCaulStockSale$15,001 - $50,000-56.6%After the saleS&P 500 +295.4% · -352.0 pts vs S&P 500Jun 3, 2014Jul 15, 201442d
Michael T. McCaulStockSale$15,001 - $50,000-58.8%After the saleS&P 500 +326.3% · -385.1 pts vs S&P 500Jan 24, 2014Feb 12, 201419d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.

Every Congress trade in PII, filterable by party, chamber, type and account.

Questions

Which members of Congress have traded PII?

Lisa C. McClain, Jerry Moran, Susie Lee, Shelley Moore Capito and Michael T. McCaul disclosed PII transactions in the filings shown here.

How quickly are PII trades disclosed?

Congressional disclosures took a median of 27 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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