Congress trades

Polaris Inc. (PII)

NYSE · Consumer Cyclical · 17 congress trades · last filed 10 months ago

17
Congress disclosures shown
27d
Median delay on the congress disclosures
of the 45 day limit
8/9
Purchases and sales in the disclosures shown

About Polaris Inc.

from the company's filings and listing
Exchange
NYSE
Sector
Consumer Cyclical
Industry
Auto - Recreational Vehicles
Chief executive
Michael Todd Speetzen
Employees
14,500
Listed since
Sep 16, 1987
Market value
$3.4B
Price to earnings
-
Earnings per share
-$4.54
Dividend yield
4.57%

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
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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.

Executive pay

as filed for 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 -$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 2025 proxy statement, current executives only. 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
HolderValueSharesChangeOf company
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 LLC$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.$73.9M1,079,296+100.0%1.88%
Auto-Owners Insurance Co$70.8M1,035,0000.0%1.80%

A 13F reports long US equity positions 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.

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Congress trades in PII

17 disclosures of 17 on record · median 27d of the 45 allowed
MemberTypeActionAmount disclosedSince the tradeTrade dateDisclosedDelay
Lisa C. McClainSpouseStockSale$1,001 - $15,000-10.3%S&P +11.8% · vs S&P 500 -22.1%Oct 31, 2025Nov 21, 202521d
Lisa C. McClainSpouseStockSale$1,001 - $15,000-10.7%S&P +12.3% · vs S&P 500 -23.0%Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseStockPurchase$1,001 - $15,000-10.7%S&P +12.3% · vs S&P 500 -23.0%Oct 30, 2025Nov 21, 202522d
Lisa C. McClainSpouseFiled lateStockPurchase$1,001 - $15,000+50.0%S&P +27.8% · vs S&P 500 +22.2%Jun 17, 2025Aug 13, 202557d
Jerry MoranSelfStockSale (Full)$1,001 - $15,000-36.3%S&P +61.6% · vs S&P 500 -97.9%Dec 14, 2023Jan 17, 202434d
Jerry MoranSelfStockPurchase$1,001 - $15,000-42.5%S&P +64.9% · vs S&P 500 -107.4%Dec 21, 2021Jan 21, 202231d
Susie LeeJointStockSale$1,001 - $15,000-52.8%S&P +80.3% · vs S&P 500 -133.1%Jun 10, 2021Jul 13, 202133d
Susie LeeJointStockPurchase$1,001 - $15,000-55.3%S&P +83.3% · vs S&P 500 -138.6%May 14, 2021Jun 14, 202131d
Shelley Moore CapitoSpouseStockSale (Full)$1,001 - $15,000-37.8%S&P +103.9% · vs S&P 500 -141.7%Dec 31, 2020Jan 12, 202112d
Susie LeeJointStockSale$1,001 - $15,000-33.9%S&P +114.5% · vs S&P 500 -148.3%Nov 18, 2020Dec 8, 202020d
Susie LeeJointFiled lateStockPurchase$1,001 - $15,000-36.4%S&P +126.7% · vs S&P 500 -163.2%Oct 1, 2020Dec 8, 202068d
Susie LeeJointStockPurchase$1,001 - $15,000-24.3%S&P +161.4% · vs S&P 500 -185.7%May 19, 2020Jun 15, 202027d
Shelley Moore CapitoSpouseStockPurchase$1,001 - $15,000-45.9%S&P +190.2% · vs S&P 500 -236.1%Apr 24, 2018May 14, 201820d
Shelley Moore CapitoSpouseStockPurchase$1,001 - $15,000-50.0%S&P +187.3% · vs S&P 500 -237.3%Apr 5, 2018May 14, 201839d
Michael T. McCaulStockSale$50,001 - $100,000-59.8%S&P +285.9% · vs S&P 500 -345.7%Oct 28, 2014Nov 14, 201417d
Michael T. McCaulStockSale$15,001 - $50,000-52.4%S&P +297.3% · vs S&P 500 -349.8%Jun 3, 2014Jul 15, 201442d
Michael T. McCaulStockSale$15,001 - $50,000-54.8%S&P +328.4% · vs S&P 500 -383.2%Jan 24, 2014Feb 12, 201419d

Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.

Questions

Which members of Congress have traded PII?

Lisa C. McClain, Jerry Moran, Susie Lee, Shelley Moore Capito, 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 late, 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 Sep 10, 2026.

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