
Insider and congress filings
Packaging Corporation of America (PKG)
NYSE · Consumer Cyclical · 390 insider transactions · 38 congress trades · last filed 2 months agoS&P 500
About Packaging Corporation of America
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Consumer Cyclical
- Industry
- Packaging & Containers
- Chief executive
- Mark W. Kowlzan
- Employees
- 16,800
- Listed since
- Jan 28, 2000
- Market value
- $22.0B
- Price to earnings (12 mo)
- 30.3
- Net income per share, as reported (12 mo)
- $8.19
- Dividend yield
- 2.22%
Earnings
6 reported quarters · next on Jan 26, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 21, 2026 | $3.04 | $2.93 | $2.6B | $2.6B | EPS beatRevenue in line |
| Q2 FY2026reported Jul 22, 2026 | $2.35 | $2.31 | $2.5B | $2.5B | EPS beatRevenue in line |
| Q1 FY2026reported Apr 22, 2026 | $2.40 | $2.14 | $2.4B | $2.4B | EPS beatRevenue miss |
| Q4 FY2025reported Jan 27, 2026 | $2.32 | $2.41 | $2.4B | $2.4B | EPS missRevenue miss |
| Q3 FY2025reported Oct 22, 2025 | $2.73 | $2.82 | $2.3B | $2.3B | EPS missRevenue in line |
| Q2 FY2025reported Jul 23, 2025 | $2.48 | $2.44 | $2.2B | $2.2B | EPS beatRevenue in line |
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 27, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Mark W. KowlzanChief Executive Officer | $1.5M | $11.5M | $4.0M | $17.0M |
| Thomas A. HassfurtherPresident | $1.2M | $7.9M | $3.0M | $12.2M |
| Charles J. CarterExecutive Vice President- Mill Operations | $823K | $2.8M | $1.5M | $5.2M |
| Donald R. ShirleyExecutive Vice President, Corrugated Products | $737K | $1.9M | $1.4M | $4.0M |
| Kent A. PfledererExecutive Vice President and Chief Financial Officer | $712K | $1.9M | $1.1M | $3.7M |
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| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.8B | 7,711,541 | +0.1% | 8.72% |
| T. Rowe Price Associates, Inc. | $1.4B | 5,823,442 | -10.7% | 6.59% |
| Vanguard Capital Management LLC | $1.4B | 5,803,824 | 0.0% | 6.56% |
| State Street Corp | $1.1B | 4,615,464 | +8.7% | 5.22% |
| Vanguard Portfolio Management LLC | $1.0B | 4,400,087 | +0.4% | 4.98% |
| JPMorgan Chase & Co. | $882.4M | 3,712,816 | +8.3% | 4.20% |
| Bank of New York Mellon Corp | $748.1M | 3,139,561 | +40.4% | 3.55% |
| FIL Ltd | $660.7M | 2,772,813 | -3.0% | 3.14% |
| Geode Capital Management, LLC | $593.4M | 2,499,804 | +0.6% | 2.83% |
| Royal Bank of Canada | $532.8M | 2,235,961 | -3.7% | 2.53% |
| American Century Companies Inc | $479.3M | 2,011,324 | -2.7% | 2.27% |
| Ameriprise Financial Inc | $468.0M | 1,963,732 | +1.2% | 2.22% |
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. 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.
Open-market insider trades
7 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Donald R. ShirleyExec. VP | Sold | 12,000 | $250.71 | $3.0M | Aug 20, 2026filed Aug 24, 2026 | 2d |
| Thomas A. HassfurtherPresident | Sold | 7,063 | $254.00 | $1.8M | Aug 7, 2026filed Aug 11, 2026 | 2d |
| Thomas A. HassfurtherPresident | Sold | 8,797 | $257.00 | $2.3M | Aug 5, 2026filed Aug 5, 2026 | 0d |
| Thomas A. HassfurtherPresident | Sold | 12,531 | $250.00 | $3.1M | Aug 3, 2026filed Aug 5, 2026 | 2d |
| Mark W. KowlzanChairman & CEO | Sold | 9,266 | $217.08 | $2.0M | May 27, 2026filed May 28, 2026 | 1d |
| Thomas A. HassfurtherPresident | Sold | 12,129 | $230.50 | $2.8M | Feb 5, 2026filed Feb 9, 2026 | 2d |
| Mark W. KowlzanChairman & CEO | Sold | 25,000 | $215.97 | $5.4M | Sep 11, 2025filed Sep 15, 2025 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Samuel M. MencoffDirector | Stock award | 591 | May 12, 2026 |
| Roger B. PorterDirector | Stock award | 591 | May 12, 2026 |
| Cheryl K. BeebeDirector | Stock award | 591 | May 12, 2026 |
| Duane C. FarringtonDirector | Stock award | 591 | May 12, 2026 |
| Karen E. GowlandDirector | Stock award | 591 | May 12, 2026 |
| Donna A. HarmanDirector | Stock award | 591 | May 12, 2026 |
| Robert C. LyonsDirector | Stock award | 591 | May 12, 2026 |
| Thomas S. SoulelesDirector | Stock award | 591 | May 12, 2026 |
| Kent A. PfledererEVP & CFO | Tax withholding | 2,670 | Mar 27, 2026 |
| Kent A. PfledererEVP & CFO | Stock award | 6,024 | Mar 27, 2026 |
| Charles J. CarterEVP-Mill Ops. | Tax withholding | 3,509 | Mar 27, 2026 |
| Charles J. CarterEVP-Mill Ops. | Stock award | 8,916 | Mar 27, 2026 |
| Donald R. ShirleyExec. VP | Tax withholding | 2,650 | Mar 27, 2026 |
| Donald R. ShirleyExec. VP | Stock award | 6,732 | Mar 27, 2026 |
| Mark W. KowlzanChairman & CEO | Tax withholding | 20,513 | Mar 27, 2026 |
| Mark W. KowlzanChairman & CEO | Stock award | 46,302 | Mar 27, 2026 |
| Thomas A. HassfurtherPresident | Tax withholding | 12,615 | Mar 27, 2026 |
| Thomas A. HassfurtherPresident | Stock award | 32,057 | Mar 27, 2026 |
| Darla J. OlivierSVP | Tax withholding | 1,055 | Mar 27, 2026 |
| Darla J. OlivierSVP | Stock award | 2,433 | Mar 27, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in PKG
20 disclosures of 38 on record · median 21d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| April McClain DelaneyDependent child | Stock | Sale | $50,001 - $100,000 | +0.3%After the saleS&P 500 -0.8% · +1.1 pts vs S&P 500 | Aug 25, 2026 | Sep 9, 2026 | 15d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | +9.0%S&P 500 +3.6% · +5.5 pts vs S&P 500 | May 6, 2026 | Jun 5, 2026 | 30d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +17.5%After the saleS&P 500 +10.8% · +6.7 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | +16.2%S&P 500 +6.4% · +9.8 pts vs S&P 500 | Apr 24, 2026 | May 6, 2026 | 12d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | +14.5%S&P 500 +6.8% · +7.7 pts vs S&P 500 | Apr 29, 2026 | May 6, 2026 | 7d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | +14.5%S&P 500 +13.2% · +1.3 pts vs S&P 500 | Mar 17, 2026 | Apr 6, 2026 | 20d |
| April McClain DelaneyDependent child | Stock | Purchase | $1,001 - $15,000 | +22.0%S&P 500 +16.8% · +5.2 pts vs S&P 500 | Mar 20, 2026 | Apr 6, 2026 | 17d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +12.3%S&P 500 +9.5% · +2.9 pts vs S&P 500 | Jan 29, 2026 | Feb 6, 2026 | 8d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +21.2%After the saleS&P 500 +12.3% · +8.9 pts vs S&P 500 | Dec 18, 2025 | Jan 15, 2026 | 28d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +24.2%After the saleS&P 500 +13.0% · +11.2 pts vs S&P 500 | Nov 13, 2025 | Dec 11, 2025 | 28d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +26.4%S&P 500 +11.2% · +15.2 pts vs S&P 500 | Nov 3, 2025 | Dec 8, 2025 | 35d |
| Julie JohnsonJoint | Stock | Purchase | $1,001 - $15,000 | +28.1%S&P 500 +20.4% · +7.7 pts vs S&P 500 | Aug 4, 2025 | Sep 11, 2025 | 38d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +25.8%After the saleS&P 500 +17.8% · +8.0 pts vs S&P 500 | Aug 14, 2025 | Sep 11, 2025 | 28d |
| Julie JohnsonJoint | Stock | Purchase | $1,001 - $15,000 | +20.5%S&P 500 +20.9% · -0.4 pts vs S&P 500 | Jul 22, 2025 | Aug 14, 2025 | 23d |
| Julie JohnsonJoint | Stock | Purchase | $1,001 - $15,000 | +19.7%S&P 500 +19.3% · +0.4 pts vs S&P 500 | Jul 25, 2025 | Aug 14, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +27.2%After the saleS&P 500 +27.8% · -0.6 pts vs S&P 500 | May 19, 2025 | Jun 10, 2025 | 22d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +25.3%S&P 500 +36.0% · -10.6 pts vs S&P 500 | Mar 12, 2025 | Apr 10, 2025 | 29d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +16.5%After the saleS&P 500 +23.9% · -7.5 pts vs S&P 500 | Feb 19, 2025 | Mar 6, 2025 | 15d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +4.0%S&P 500 +27.1% · -23.2 pts vs S&P 500 | Jan 17, 2025 | Feb 6, 2025 | 20d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +3.1%After the saleS&P 500 +25.3% · -22.2 pts vs S&P 500 | Jan 22, 2025 | Feb 6, 2025 | 15d |
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.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in PKG, filterable by party, chamber, type and account.
Questions
Are insiders buying or selling PKG?
Across the 7 most recent open-market filings shown here, 0 were purchases and 7 were sales.
Which members of Congress have traded PKG?
April McClain Delaney, Ro Khanna and Julie Johnson disclosed PKG transactions in the filings shown here.
Is PKG in the S&P 500 or the Nasdaq 100?
Packaging Corporation of America is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are PKG trades disclosed?
Insider filings on this page reached the public a median of 2 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 21 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
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.
