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Affiliated Managers Group, Inc. (AMG)
USD359.78
-6.63 (-1.81%)
US NYSE S&P 500
Financial Services Asset Management
Address
777 South Flagler Drive 33401
West Palm Beach, FL, US
West Palm Beach, FL, US
CEO
Dava Elaine Ritchea
Website
amg.com
IPO
1997-11-21
CIK 1004434 ISIN US0082521081
Also trades on
New York Stock Exchange · AMG (USD)
New York Stock Exchange · MGR (USD)
New York Stock Exchange · MGRB (USD)
New York Stock Exchange · MGRD (USD)
New York Stock Exchange · MGRE (USD)
Description
Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware.
News Sentiment (7d)
3 articles
- Will Affiliated Managers (AMG) Beat Estimates Again in Its Next Earnings Report? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2014-06-30 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD359.78
-6.63 (-1.81%)
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Volume Profile
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Liquidity & share structure
Average Volume
342.5K
Beta
1.14
Float Shares
25.77M
Free Float %
96.6%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.08% | +0.76% | +3.58% | -8.57% | +16.38% | +4.60% | +65.26% | +112.08% | +86.44% | +85.08% | +1,606.45% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (12 ratings, all time)
Buy
Price Targets & DCF
Current price
359.78
Low
400.00
+11.2%
Consensus
402.50
+11.9%
Median
402.50
+11.9%
High
405.00
+12.6%
DCF (Unlevered)
386.94
+7.5%
DCF (Levered)
473.76
+31.7%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
86% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 5 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
402.50
+11.9%
|
| Last Quarter | 3 |
404.33
+12.4%
|
| Last Year | 7 |
345.14
-4.1%
|
| All Time | 18 |
244.44
-32.1%
|
Quality scores
Altman Z-Score
2.98
Grey zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
8 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
★ Strong MOAT
-
Revenue growth Asset Management: +17.4%+19.8% ★ Q1'26: +9.7% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+50.3% ★ Q1'26: +74.5% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+45.9% ★ Q1'26: +55.0% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+54.1% ★ Q1'26: +42.4% (vs Q1'25)
-
ROIC Asset Management: +6.5%+15.4% ★ Q1'26: +10.3% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-8.6% ★ Q1'26: -15.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.80× Q1'26: 2.58× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 5 EPS Ana. |
Dec 2027 4 Rev. Ana. 5 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.36B
est: 1.31B (+3.3%)
|
1.70B
est: 1.67B (+2.2%)
|
1.81B
est: 1.76B (+2.3%)
|
2.19B
est: 2.01B (+8.7%)
|
2.51B
est: 2.45B (+2.7%)
|
2.48B
est: 2.51B (-1.0%)
|
2.19B
est: 2.21B (-0.9%)
|
2.31B
est: 2.31B (-0.1%)
|
2.38B
est: 2.37B (+0.1%)
|
2.24B
est: 2.24B (+0.1%)
|
2.03B
est: 1.99B (+2.1%)
|
2.41B
est: 2.34B (+3.0%)
|
2.33B
est: 2.40B (-2.8%)
|
2.06B
est: 2.03B (+1.5%)
|
2.04B
est: 2.05B (-0.3%)
|
2.45B
est: 2.10B (+16.7%)
|
2.35B
2.28B – 2.43B
+12.0% YoY
|
2.60B
2.45B – 2.77B
+10.6% YoY
|
2.89B
2.81B – 2.96B
+11.2% YoY
|
2.54B
2.45B – 2.68B
-11.9% YoY
|
| EBITDA |
544.00M
est: 381.36M (+42.6%)
|
666.50M
est: 461.52M (+44.4%)
|
792.30M
est: 513.94M (+54.2%)
|
1.12B
est: 729.54M (+54.2%)
|
1.26B
est: 900.95M (+39.8%)
|
1.31B
est: 971.78M (+35.2%)
|
1.20B
est: 919.95M (+30.0%)
|
1.26B
est: 935.10M (+34.9%)
|
931.00M
est: 637.43M (+46.1%)
|
550.00M
est: 238.94M (+130.2%)
|
760.30M
est: 481.13M (+58.0%)
|
1.30B
est: 946.86M (+37.8%)
|
1.93B
est: 1.03B (+87.5%)
|
1.28B
est: 1.27B (+0.3%)
|
1.10B
est: 1.28B (-14.5%)
|
1.49B
est: 1.32B (+13.5%)
|
1.47B
1.43B – 1.52B
+12.0% YoY
|
1.63B
1.54B – 1.74B
+10.6% YoY
|
1.81B
1.77B – 1.86B
+11.2% YoY
|
1.60B
1.54B – 1.68B
-11.9% YoY
|
| EBIT |
469.90M
est: 360.23M (+30.4%)
|
553.80M
est: 475.20M (+16.5%)
|
578.20M
est: 390.20M (+48.2%)
|
982.70M
est: 578.77M (+69.8%)
|
1.12B
est: 793.34M (+41.2%)
|
1.18B
est: 825.29M (+42.9%)
|
1.07B
est: 695.80M (+53.2%)
|
1.15B
est: 999.09M (+15.6%)
|
794.20M
est: 761.64M (+4.3%)
|
384.20M
est: 673.42M (-42.9%)
|
600.70M
est: 553.75M (+8.5%)
|
1.25B
est: 920.81M (+36.0%)
|
1.86B
est: 769.28M (+141.9%)
|
1.22B
est: 1.20B (+1.0%)
|
1.06B
est: 1.21B (-13.0%)
|
1.32B
est: 1.24B (+6.3%)
|
1.39B
1.36B – 1.44B
+12.0% YoY
|
1.54B
1.45B – 1.65B
+10.6% YoY
|
1.71B
1.67B – 1.76B
+11.2% YoY
|
1.51B
1.45B – 1.59B
-11.9% YoY
|
| Net Income |
138.60M
est: 133.72M (+3.6%)
|
164.90M
est: 161.32M (+2.2%)
|
174.00M
est: 168.86M (+3.0%)
|
360.50M
est: 320.08M (+12.6%)
|
433.90M
est: 440.16M (-1.4%)
|
509.50M
est: 510.31M (-0.2%)
|
472.80M
est: 465.89M (+1.5%)
|
689.50M
est: 672.53M (+2.5%)
|
243.60M
est: 241.53M (+0.9%)
|
15.70M
est: 8.06M (+94.8%)
|
202.20M
est: 175.64M (+15.1%)
|
565.70M
est: 547.10M (+3.4%)
|
1.15B
est: 631.58M (+81.4%)
|
672.90M
est: 638.90M (+5.3%)
|
511.60M
est: 689.98M (-25.9%)
|
716.60M
est: 838.61M (-14.5%)
|
1.11B
1.00B – 1.21B
+32.2% YoY
|
1.29B
1.10B – 1.47B
+16.3% YoY
|
1.56B
1.47B – 1.65B
+21.0% YoY
|
1.47B
1.40B – 1.57B
-5.8% YoY
|
| SGA |
284.60M
est: 275.27M (+3.4%)
|
350.80M
est: 343.19M (+2.2%)
|
366.90M
est: 358.33M (+2.4%)
|
427.20M
est: 386.72M (+10.5%)
|
485.50M
est: 472.24M (+2.8%)
|
443.80M
est: 438.59M (+1.2%)
|
398.10M
est: 392.51M (+1.4%)
|
373.10M
est: 365.00M (+2.2%)
|
417.70M
est: 414.80M (+0.7%)
|
376.80M
est: 362.17M (+4.0%)
|
321.40M
est: 295.64M (+8.7%)
|
347.10M
est: 335.18M (+3.6%)
|
385.50M
est: 365.18M (+5.6%)
|
358.20M
est: 338.70M (+5.8%)
|
376.50M
est: 341.86M (+10.1%)
|
408.60M
est: 350.08M (+16.7%)
|
391.94M
381.58M – 405.75M
+12.0% YoY
|
433.54M
409.07M – 463.26M
+10.6% YoY
|
482.04M
469.66M – 494.43M
+11.2% YoY
|
424.64M
408.50M – 446.98M
-11.9% YoY
|
| EPS |
2.92
est: 5.63 (-48.1%)
|
3.18
est: 6.34 (-49.8%)
|
3.36
est: 7.32 (-54.1%)
|
6.79
est: 8.44 (-19.5%)
|
8.22
est: 10.84 (-24.2%)
|
9.49
est: 12.52 (-24.2%)
|
8.73
est: 12.75 (-31.5%)
|
12.30
est: 14.49 (-15.1%)
|
4.54
est: 14.51 (-68.7%)
|
0.31
est: 13.83 (-97.8%)
|
4.34
est: 12.88 (-66.3%)
|
13.65
est: 18.10 (-24.6%)
|
29.77
est: 19.96 (+49.1%)
|
19.18
est: 19.24 (-0.3%)
|
16.45
est: 20.86 (-21.1%)
|
25.18
est: 25.54 (-1.4%)
|
34.45
30.41 – 36.76
+34.9% YoY
|
39.34
33.44 – 44.65
+14.2% YoY
|
46.78
44.47 – 49.98
+18.9% YoY
|
44.48
42.28 – 47.52
-4.9% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | TD Cowen | Buy | Buy | Maintain |
| 2026-04-27 | Barrington Research | Outperform | Outperform | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
986.80M
OE per share TTM
30.53
Owner's Yield
12.22%
Maintenance CapEx ratio
1.97%
Maint CapEx / Avg PPE
3.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
117
Total invested
163.86M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | EdgePoint Investment Group Inc. | 5.84M | 14.40% | 4.59M | 1.24M | 4.59M | 1.24M | FI | Ontario, Canada | 2022-02-11 | ↗ |
| 2 | Affiliated Managers Group, Inc. | 5.61M | 32.50% | — | 5.61M | — | 10.00 | CO | Delaware | 2009-12-22 | ↗ |
| 3 | Page 2 of 5 Pages | 4.65M | 8.80% | — | 4.65M | — | 13.00 | FI | Ontario, Canada | 2019-02-13 | ↗ |
| 4 | (1) BlackRock, Inc. | 3.69M | 9.10% | 3.28M | — | 3.69M | — | HC | Delaware | 2022-02-01 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 3.62M | 8.89% | — | 21.5K | 3.56M | 57.3K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 6 | 36-2214610 | 3.25M | 7.91% | 3.25M | — | 3.25M | — | BD, IA | Chicago, IL 60606 | 2009-01-12 | ↗ |
| 7 | Eaton Vance Management 04-3101341 | 2.90M | 11.00% | 2.90M | — | 2.90M | — | IA | United States of America | 2021-02-16 | ↗ |
| 8 | Morgan Stanley | 2.70M | 7.20% | — | 2.61M | — | 2.69M | HC, CO | Delaware. | 2023-02-08 | ↗ |
| 9 | Credit Suisse | 2.50M | 7.80% | — | 2.50M | — | — | BK, HC | Switzerland | 2008-02-14 | ↗ |
| 10 | BlackRock for purposes of Schedule 13G filings. | 2.43M | 5.77% | 2.43M | — | 2.43M | — | HC | Delaware | 2010-01-29 | ↗ |
| 11 | Atlanta Capital Management Company, LLC | 2.39M | 6.30% | — | 2.32M | — | 2.39M | IA | Delaware. | 2023-02-08 | ↗ |
| 12 | Modell Capital LLC | 2.24M | 5.94% | — | 2.05M | — | 2.24M | HC, OO | Michigan | 2023-02-14 | ↗ |
| 13 | 52-0556948 | 2.18M | 7.10% | 444.5K | — | 2.18M | — | IA | MARYLAND | 2007-02-13 | ↗ |
| 14 | 04-2683227 | 1.88M | 6.30% | — | 1.41M | — | — | IA | Massachusetts | 2008-02-14 | ↗ |
| 15 | HBK Investments L.P. | 1.80M | 11.00% | 1.80M | — | 1.80M | — | PN | Delaware | 2005-08-22 | ↗ |
| 16 | STATE STREET CORPORATION | 1.69M | 3.42% | — | 1.58M | — | 1.69M | HC | BOSTON, MASSACHUSETTS | 2020-02-13 | ↗ |
| 17 | 13-3043476 | 1.30M | 5.56% | — | — | — | — | IA, CO | DELAWARE | 2000-02-10 | ↗ |
| 18 | WILLIAM C. MORRIS | 1.30M | 5.56% | — | — | — | — | IN | UNITED STATES | 2000-02-10 | ↗ |
| 19 | American Century Investment Management, Inc. - 44-0640487 | 1.13M | 5.11% | 1.13M | — | 1.13M | — | IA | Delaware | 2002-02-08 | ↗ |
| 20 | 39-6006423 | 894.5K | 5.10% | 894.5K | — | 894.5K | — | EP | Madison, Wisconsin | 1999-02-02 | ↗ |
| 21 | Liberty Wanger Asset Management, L.P. 36-3820584 | 857.0K | 3.90% | — | 857.0K | — | 857.0K | IA | Delaware | 2003-02-13 | ↗ |
| 22 | WAM Acquisition GP, Inc. | 857.0K | 3.90% | — | 857.0K | — | 857.0K | CO | Delaware | 2003-02-13 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
117
-397 vs prev Q
New positions
19
Closed positions
411
Increased
59
Reduced
23
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 122.9K +122.9K (+100.0%) | 35.43B +35.4B (+100.0%) | 0.44% +0.444 pp | 0.05% +0.053 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 2 | — | 85.8K +85.8K (+100.0%) | 24.74B +24.7B (+100.0%) | 0.30% +0.299 pp | 0.63% +0.630 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 3 | BLACKROCK, INC. | 2.80M -22.7K (-0.8%) | 806.95M +134.1M (+19.9%) | 10.11% +0.341 pp | 0.01% +0.002 pp | USD177.93 +62.0% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 2.68M -88.7K (-3.2%) | 773.62M +112.6M (+17.0%) | 9.69% +0.095 pp | 0.01% +0.001 pp | USD148.74 +93.8% | 84 qtrs — |
| 5 | MORGAN STANLEY | 1.71M -235.8K (-12.1%) | 491.73M +28.8M (+6.2%) | 6.16% -0.560 pp | 0.03% +0.001 pp | USD155.35 +85.6% | 51 qtrs — |
| 6 | ARIEL INVESTMENTS, LLC | 1.18M -81.6K (-6.5%) | 340.81M +39.5M (+13.1%) | 4.15% -0.225 pp | 3.68% +0.458 pp | USD121.54 +137.2% | 30 qtrs — |
| 7 | BOSTON PARTNERS | 1.14M -20.6K (-1.8%) | 327.76M +51.8M (+18.8%) | 3.99% -0.016 pp | 0.34% +0.056 pp | USD167.67 +71.9% | 7 qtrs — |
| 8 | STATE STREET CORP | 929.4K -34.3K (-3.6%) | 267.93M +38.1M (+16.6%) | 3.36% +0.021 pp | 0.01% +0.001 pp | USD165.72 +74.0% | 51 qtrs — |
| 9 | CLARKSTON CAPITAL PARTNERS, LLC | 904.1K -328.2K (-26.6%) | 260.64M -33.2M (-11.3%) | 3.17% -1.092 pp | 6.03% -0.295 pp | USD100.17 +187.8% | 29 qtrs — |
| 10 | MILLENNIUM MANAGEMENT LLC | 796.0K -221.1K (-21.7%) | 229.47M -13.0M (-5.4%) | 2.87% -0.646 pp | 0.10% -0.007 pp | USD173.24 +66.4% | 68 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 699.4K +15.3K (+2.2%) | 201.64M +38.5M (+23.6%) | 2.45% +0.087 pp | 0.04% +0.007 pp | USD127.16 +126.7% | 51 qtrs — |
| 12 | FULLER & THALER ASSET MANAGEMENT, INC. | 685.6K +115.3K (+20.2%) | 197.64M +61.7M (+45.4%) | 2.48% +0.502 pp | 0.67% +0.206 pp | USD183.12 +57.4% | 7 qtrs — |
| 13 | LYRICAL ASSET MANAGEMENT LP | 551.6K -28.2K (-4.9%) | 159.01M +20.8M (+15.0%) | 1.92% -0.084 pp | 2.08% +0.131 pp | USD163.08 +76.8% | 36 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 551.2K +41.3K (+8.1%) | 158.92M +37.3M (+30.7%) | 1.99% +0.226 pp | 0.01% +0.002 pp | USD156.56 +84.1% | 78 qtrs — |
| 15 | LSV ASSET MANAGEMENT | 473.0K -6.6K (-1.4%) | 136.36M +22.0M (+19.2%) | 1.71% +0.048 pp | 0.30% +0.045 pp | USD153.67 +87.6% | 29 qtrs — |
| 16 | ALLIANZ ASSET MANAGEMENT GMBH | 426.6K +33.5K (+8.5%) | 122.99M +29.3M (+31.2%) | 1.49% +0.126 pp | 0.12% +0.020 pp | USD165.96 +73.7% | 39 qtrs — |
| 17 | NORGES BANK | 394.6K +394.6K (+100.0%) | 113.74M +113.7M (+100.0%) | 1.37% +1.375 pp | 0.01% +0.012 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 18 | NORTHERN TRUST CORP | 325.7K -8.7K (-2.6%) | 93.89M +14.2M (+17.8%) | 1.14% -0.014 pp | 0.01% +0.002 pp | USD168.37 +71.2% | 51 qtrs — |
| 19 | CITADEL ADVISORS LLC | 319.4K -325.7K (-50.5%) | 92.09M -61.7M (-40.1%) | 1.15% -1.079 pp | 0.01% -0.010 pp | USD168.97 +70.6% | 52 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 305.6K -7.0K (-2.2%) | 88.10M +13.6M (+18.2%) | 1.07% -0.009 pp | 0.01% +0.002 pp | USD140.68 +104.9% | 100 qtrs — |
| 21 | UBS GROUP AG | 295.4K -54.8K (-15.6%) | 85.16M +1.7M (+2.0%) | 1.07% -0.145 pp | 0.01% +0.001 pp | USD203.81 +41.4% | 45 qtrs — |
| 22 | CHANNING CAPITAL MANAGEMENT, LLC | 290.7K -134.3K (-31.6%) | 83.81M -17.5M (-17.3%) | 1.02% -0.451 pp | 2.16% -0.513 pp | USD151.40 +90.4% | 21 qtrs — |
| 23 | BRUNI J V & CO /CO | 252.1K -2.8K (-1.1%) | 72.69M +11.9M (+19.6%) | 0.88% -0.004 pp | 7.14% +1.000 pp | USD120.29 +139.7% | 64 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 247.2K +3.0K (+1.2%) | 71.26M +13.0M (+22.4%) | 0.86% +0.017 pp | 0.01% +0.001 pp | USD107.35 +168.5% | 66 qtrs — |
| 25 | FISHER ASSET MANAGEMENT, LLC | 243.8K +40.1K (+19.7%) | 70.29M +21.7M (+44.7%) | 0.85% +0.145 pp | 0.02% +0.006 pp | USD198.44 +45.3% | 54 qtrs — |
| 26 | PRICE T ROWE ASSOCIATES INC /MD/ | 242.3K -2.0K (-0.8%) | 69.85M +11.6M (+19.9%) | 0.87% +0.030 pp | 0.01% +0.001 pp | USD173.98 +65.7% | 75 qtrs — |
| 27 | RAYMOND JAMES FINANCIAL INC | 236.9K +44.0K (+22.8%) | 68.44M +22.4M (+48.8%) | 0.83% +0.164 pp | 0.02% +0.007 pp | USD221.09 +30.4% | 5 qtrs — |
| 28 | KILTEARN PARTNERS LLP | 236.4K -47.4K (-16.7%) | 68.15M +483.7K (+0.7%) | 0.83% -0.153 pp | 14.76% +1.200 pp | USD90.16 +219.7% | 29 qtrs — |
| 29 | BANK OF AMERICA CORP /DE/ | 233.3K +48.6K (+26.3%) | 67.26M +23.2M (+52.7%) | 0.84% +0.203 pp | 0.00% +0.002 pp | USD177.12 +62.8% | 52 qtrs — |
| 30 | BALYASNY ASSET MANAGEMENT L.P. | 231.7K -104.4K (-31.1%) | 66.79M -13.3M (-16.6%) | 0.81% -0.350 pp | 0.08% -0.017 pp | USD199.15 +44.8% | 4 qtrs — |
| 31 | HOLOCENE ADVISORS, LP | 184.0K -69.9K (-27.5%) | 53.05M -7.5M (-12.4%) | 0.66% -0.214 pp | 0.11% -0.027 pp | USD221.87 +29.9% | 10 qtrs — |
| 32 | FMR LLC | 181.8K -1.9K (-1.0%) | 52.42M +8.6M (+19.7%) | 0.64% +0.002 pp | 0.00% +0.000 pp | USD108.17 +166.5% | 70 qtrs — |
| 33 | GOLDMAN SACHS GROUP INC | 161.7K +35.6K (+28.2%) | 46.60M +16.5M (+55.0%) | 0.58% +0.147 pp | 0.01% +0.002 pp | USD184.46 +56.3% | 73 qtrs — |
| 34 | ALYESKA INVESTMENT GROUP, L.P. | 145.5K -149.6K (-50.7%) | 41.94M -28.4M (-40.4%) | 0.51% -0.511 pp | 0.12% -0.094 pp | USD238.43 +20.9% | 2 qtrs — |
| 35 | JPMORGAN CHASE & CO | 133.9K +8.3K (+6.6%) | 38.60M +8.6M (+28.8%) | 0.47% +0.032 pp | 0.00% +0.001 pp | USD151.02 +90.9% | 51 qtrs — |
| 36 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 130.1K +130.1K (+100.0%) | 37.51M +37.5M (+100.0%) | 0.47% +0.470 pp | 0.06% +0.056 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 37 | POLAR CAPITAL HOLDINGS PLC | 107.2K +28.7K (+36.6%) | 30.92M +12.2M (+65.1%) | 0.39% +0.116 pp | 0.12% +0.029 pp | USD211.29 +36.4% | 21 qtrs — |
| 38 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 106.1K +5.2K (+5.1%) | 30.59M +6.5M (+27.1%) | 0.38% +0.034 pp | 0.05% +0.009 pp | USD239.29 +20.5% | 4 qtrs — |
| 39 | SEI INVESTMENTS CO | 102.3K +4.4K (+4.5%) | 29.49M +6.2M (+26.4%) | 0.36% +0.020 pp | 0.03% +0.004 pp | USD192.65 +49.6% | 19 qtrs — |
| 40 | FIRST TRUST ADVISORS LP | 102.0K -59.4K (-36.8%) | 29.41M -9.1M (-23.6%) | 0.36% -0.201 pp | 0.02% -0.007 pp | USD161.83 +78.1% | 22 qtrs — |
| 41 | UBS ASSET MANAGEMENT AMERICAS INC | 100.6K -12.0K (-10.7%) | 29.00M +2.1M (+8.0%) | 0.35% -0.037 pp | 0.01% +0.000 pp | USD178.47 +61.5% | 56 qtrs — |
| 42 | CONCENTRIC CAPITAL STRATEGIES, LP | 100.0K +39.8K (+66.1%) | 28.82M +14.5M (+100.8%) | 0.36% +0.153 pp | 1.39% +0.744 pp | USD258.27 +11.6% | 2 qtrs — |
| 43 | INVESCO LTD. | 96.7K +— (+0.0%) | 27.88M +4.8M (+20.9%) | 0.35% +0.015 pp | 0.00% +0.001 pp | USD169.28 +70.3% | 57 qtrs — |
| 44 | VICTORY CAPITAL MANAGEMENT INC | 94.5K -40.0K (-29.7%) | 27.24M -4.8M (-15.0%) | 0.33% -0.134 pp | 0.02% -0.003 pp | USD163.70 +76.1% | 50 qtrs — |
| 45 | TREASURER OF THE STATE OF NORTH CAROLINA | 94.5K -1.0K (-1.1%) | 27.23M +4.5M (+19.6%) | 0.33% +0.001 pp | 0.09% +0.017 pp | USD170.51 +69.1% | 32 qtrs — |
| 46 | ENGINEERS GATE MANAGER LP | 92.3K +89.2K (+2,873.6%) | 26.61M +25.9M (+3,495.3%) | 0.32% +0.313 pp | 0.32% +0.307 pp | USD285.20 +1.1% | 20 qtrs — |
| 47 | NEW YORK STATE COMMON RETIREMENT FUND | 91.5K -33.0K (-26.5%) | 26.39M -3.3M (-11.1%) | 0.32% -0.112 pp | 0.04% -0.003 pp | USD148.78 +93.8% | 90 qtrs — |
| 48 | DELAP WEALTH ADVISORY, LLC | 88.7K +88.7K (+100.0%) | 25.58M +25.6M (+100.0%) | 0.31% +0.309 pp | 9.00% +9.001 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 49 | ALLIANCEBERNSTEIN L.P. | 86.6K -28.3K (-24.6%) | 24.98M -2.4M (-8.9%) | 0.31% -0.085 pp | 0.01% -0.001 pp | USD202.89 +42.1% | 61 qtrs — |
| 50 | WELLS FARGO & COMPANY/MN | 86.0K +22.5K (+35.4%) | 24.80M +9.6M (+63.7%) | 0.31% +0.091 pp | 0.00% +0.002 pp | USD192.01 +50.1% | 57 qtrs — |
| 51 | RETIREMENT SYSTEMS OF ALABAMA | 85.5K -11.3K (-11.7%) | 24.65M +1.6M (+6.8%) | 0.30% -0.037 pp | 0.08% +0.003 pp | USD145.90 +97.6% | 52 qtrs — |
| 52 | MAN GROUP PLC | 84.3K +5.4K (+6.8%) | 24.31M +5.5M (+29.1%) | 0.30% +0.023 pp | 0.04% +0.009 pp | USD165.61 +74.1% | 22 qtrs — |
| 53 | LORD, ABBETT & CO. LLC | 77.3K +77.3K (+100.0%) | 22.29M +22.3M (+100.0%) | 0.27% +0.271 pp | 0.07% +0.068 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 54 | NORTH STAR ASSET MANAGEMENT INC | 77.2K -8.1K (-9.5%) | 22.26M +1.9M (+9.4%) | 0.28% -0.017 pp | 0.90% +0.073 pp | USD149.26 +93.1% | 51 qtrs — |
| 55 | RHUMBLINE ADVISERS | 76.4K -4.7K (-5.8%) | 22.02M +2.7M (+13.9%) | 0.28% -0.005 pp | 0.02% +0.002 pp | USD117.85 +144.6% | 55 qtrs — |
| 56 | LOOMIS SAYLES & CO L P | 74.3K +74.3K (+100.0%) | 21.41M +21.4M (+100.0%) | 0.26% +0.259 pp | 0.03% +0.026 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 57 | FREESTONE GROVE PARTNERS LP | 73.4K +73.4K (+100.0%) | 21.16M +21.2M (+100.0%) | 0.27% +0.265 pp | 0.15% +0.153 pp | USD288.28 +0.0% | 3 qtrs — |
| 58 | GOODMAN FINANCIAL CORP | 67.5K -12.8K (-15.9%) | 19.45M +314.8K (+1.6%) | 0.24% -0.043 pp | 3.68% -0.042 pp | USD178.03 +61.9% | 6 qtrs — |
| 59 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 67.3K +946.0 (+1.4%) | 19.41M +3.6M (+22.6%) | 0.24% +0.007 pp | 0.01% +0.002 pp | USD145.27 +98.4% | 53 qtrs — |
| 60 | QUANTINNO CAPITAL MANAGEMENT LP | 67.1K +5.7K (+9.3%) | 19.34M +4.7M (+32.2%) | 0.24% +0.023 pp | 0.04% -0.001 pp | USD200.74 +43.6% | 11 qtrs — |
| 61 | WALLACE CAPITAL MANAGEMENT INC. | 65.1K -1.8K (-2.7%) | 18.77M +2.8M (+17.6%) | 0.24% +0.004 pp | 2.26% +0.277 pp | USD83.62 +244.8% | 26 qtrs — |
| 62 | NUVEEN, LLC | 64.4K -8.3K (-11.4%) | 18.56M +1.2M (+7.1%) | 0.23% -0.019 pp | 0.00% +0.000 pp | USD171.99 +67.6% | 4 qtrs — |
| 63 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 63.2K +48.5K (+328.8%) | 18.22M +14.7M (+418.4%) | 0.23% +0.177 pp | 0.06% +0.052 pp | USD258.87 +11.4% | 8 qtrs — |
| 64 | FRANKLIN RESOURCES INC | 63.1K +10.0K (+18.7%) | 18.19M +3.1M (+20.7%) | 0.22% +0.036 pp | 0.00% +0.001 pp | USD196.66 +46.6% | 19 qtrs — |
| 65 | PRINCIPAL FINANCIAL GROUP INC | 60.5K -2.6K (-4.1%) | 17.44M +2.4M (+16.0%) | 0.21% -0.007 pp | 0.01% +0.001 pp | USD135.65 +112.5% | 71 qtrs — |
| 66 | CITIGROUP INC | 60.4K +51.1K (+545.3%) | 17.42M +15.2M (+680.2%) | 0.21% +0.180 pp | 0.01% +0.007 pp | USD265.86 +8.4% | 108 qtrs — |
| 67 | SWISS NATIONAL BANK | 56.1K +1.0K (+1.8%) | 16.17M +3.0M (+23.1%) | 0.20% +0.005 pp | 0.01% +0.002 pp | USD91.59 +214.8% | 25 qtrs — |
| 68 | RUSSELL INVESTMENTS GROUP, LTD. | 52.7K -1.6K (-2.9%) | 15.20M +2.2M (+17.4%) | 0.18% -0.003 pp | 0.02% +0.002 pp | USD151.98 +89.7% | 37 qtrs — |
| 69 | DEUTSCHE BANK AG\ | 51.4K +101.0 (+0.2%) | 14.80M +2.6M (+21.1%) | 0.18% +0.002 pp | 0.00% +0.001 pp | USD151.49 +90.3% | 50 qtrs — |
| 70 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 50.9K -14.6K (-22.3%) | 14.67M -943.4K (-6.0%) | 0.18% -0.049 pp | 0.10% -0.009 pp | USD155.45 +85.4% | 12 qtrs — |
| 71 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 46.5K -912.0 (-1.9%) | 13.40M +2.1M (+18.6%) | 0.17% +0.004 pp | 0.04% +0.006 pp | USD206.24 +39.8% | 51 qtrs — |
| 72 | AMERIPRISE FINANCIAL INC | 46.2K -6.5K (-12.3%) | 13.33M +758.8K (+6.0%) | 0.16% -0.020 pp | 0.00% +0.000 pp | USD127.67 +125.8% | 55 qtrs — |
| 73 | LOS ANGELES CAPITAL MANAGEMENT LLC | 55.2K -17.8K (-24.4%) | 13.06M -4.3M (-24.9%) | 0.19% -0.060 pp | 0.04% -0.015 pp | USD159.90 +80.3% | 38 qtrs — |
| 74 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 44.4K -2.5K (-5.3%) | 12.83M +1.6M (+14.7%) | 0.15% -0.008 pp | 0.02% +0.002 pp | USD189.10 +52.4% | 5 qtrs — |
| 75 | LEGAL & GENERAL GROUP PLC | 44.2K -2.1K (-4.6%) | 12.73M +1.7M (+15.3%) | 0.15% -0.006 pp | 0.00% +0.000 pp | USD130.88 +120.3% | 61 qtrs — |
| 76 | ENVESTNET ASSET MANAGEMENT INC | 43.1K -19.3K (-31.0%) | 12.43M -2.5M (-16.5%) | 0.16% -0.060 pp | 0.00% -0.001 pp | USD156.56 +84.1% | 51 qtrs — |
| 77 | BW GESTAO DE INVESTIMENTOS LTDA. | 42.0K +42.0K (+100.0%) | 12.11M +12.1M (+100.0%) | 0.15% +0.146 pp | 0.27% +0.273 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 78 | JANE STREET GROUP, LLC | 40.1K -29.4K (-42.3%) | 11.55M -5.0M (-30.2%) | 0.14% -0.096 pp | 0.00% -0.001 pp | USD206.70 +39.5% | 43 qtrs — |
| 79 | NORDEA INVESTMENT MANAGEMENT AB | 39.8K -4.8K (-10.8%) | 11.48M +886.5K (+8.4%) | 0.14% -0.016 pp | 0.01% +0.001 pp | USD144.99 +98.8% | 47 qtrs — |
| 80 | THRIVENT FINANCIAL FOR LUTHERANS | 39.5K -174.0 (-0.4%) | 11.38M +1.9M (+20.4%) | 0.14% +0.000 pp | 0.02% +0.002 pp | USD198.65 +45.1% | 74 qtrs — |
| 81 | D. E. SHAW & CO., INC. | 39.3K -5.3K (-12.0%) | 11.32M +681.8K (+6.4%) | 0.14% -0.017 pp | 0.01% +0.000 pp | USD146.81 +96.4% | 43 qtrs — |
| 82 | QUBE RESEARCH & TECHNOLOGIES LTD | 39.2K +39.2K (+100.0%) | 11.31M +11.3M (+100.0%) | 0.14% +0.138 pp | 0.01% +0.012 pp | USD288.28 +0.0% | 12 qtrs — |
| 83 | JACOBS LEVY EQUITY MANAGEMENT, INC | 38.5K +150.0 (+0.4%) | 11.10M +2.0M (+21.4%) | 0.14% +0.002 pp | 0.04% +0.007 pp | USD155.82 +85.0% | 16 qtrs — |
| 84 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 37.8K +18.6K (+96.9%) | 10.91M +6.3M (+138.1%) | 0.14% +0.070 pp | 0.09% +0.039 pp | USD262.97 +9.6% | 2 qtrs — |
| 85 | TWIN TREE MANAGEMENT, LP | 36.9K +36.9K (+100.0%) | 10.64M +10.6M (+100.0%) | 0.13% +0.129 pp | 0.09% +0.093 pp | USD288.28 +0.0% | 4 qtrs — |
| 86 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 35.7K -818.0 (-2.2%) | 10.31M +1.6M (+18.2%) | 0.12% -0.002 pp | 0.02% +0.003 pp | USD143.59 +100.8% | 51 qtrs — |
| 87 | CALAMOS ADVISORS LLC | 35.4K +— (+0.0%) | 10.21M +1.8M (+20.9%) | 0.13% +0.005 pp | 0.04% +0.007 pp | USD178.13 +61.8% | 35 qtrs — |
| 88 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 34.9K +15.4K (+79.2%) | 10.06M +5.4M (+116.7%) | 0.12% +0.054 pp | 0.01% +0.008 pp | USD237.22 +21.5% | 3 qtrs — |
| 89 | ALGERT GLOBAL LLC | 33.9K -36.9K (-52.1%) | 9.79M -7.1M (-42.1%) | 0.12% -0.123 pp | 0.15% -0.130 pp | USD168.52 +71.1% | 18 qtrs — |
| 90 | SCHRODER INVESTMENT MANAGEMENT GROUP | 33.3K +8.8K (+36.1%) | 9.67M +3.8M (+65.5%) | 0.12% +0.032 pp | 0.01% +0.003 pp | USD238.84 +20.7% | 5 qtrs — |
| 91 | LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT | 31.9K +2.8K (+9.6%) | 9.18M +2.3M (+32.6%) | 0.12% +0.015 pp | 0.36% +0.087 pp | USD201.56 +43.0% | 5 qtrs — |
| 92 | ZACKS INVESTMENT MANAGEMENT | 31.5K +279.0 (+0.9%) | 9.07M +1.6M (+22.0%) | 0.11% +0.003 pp | 0.07% +0.012 pp | USD204.17 +41.2% | 3 qtrs — |
| 93 | EDGESTREAM PARTNERS, L.P. | 30.5K +2.4K (+8.4%) | 8.78M +2.1M (+31.1%) | 0.11% +0.010 pp | 0.25% +0.051 pp | USD242.30 +19.0% | 6 qtrs — |
| 94 | BARCLAYS PLC | 29.1K -47.4K (-62.0%) | 8.38M -5.2M (-38.4%) | 0.10% -0.160 pp | 0.00% -0.002 pp | USD173.54 +66.1% | 51 qtrs — |
| 95 | NICOLA WEALTH MANAGEMENT LTD. | 29.0K +— (+0.0%) | 8.36M +1.4M (+20.9%) | 0.10% +0.001 pp | 0.76% +0.145 pp | USD194.34 +48.3% | 5 qtrs — |
| 96 | SCHONFELD STRATEGIC ADVISORS LLC | 28.7K +28.7K (+100.0%) | 8.28M +8.3M (+100.0%) | 0.10% +0.101 pp | 0.04% +0.037 pp | USD288.28 +0.0% | 3 qtrs — |
| 97 | REINHART PARTNERS, INC. | 28.3K -20.3K (-41.8%) | 8.15M -3.4M (-29.6%) | 0.10% -0.070 pp | 0.24% -0.132 pp | USD115.62 +149.3% | 15 qtrs — |
| 98 | ASSETMARK, INC | 28.1K -157.0 (-0.6%) | 8.10M +1.4M (+20.2%) | 0.10% +0.000 pp | 0.02% +0.002 pp | USD145.63 +98.0% | 16 qtrs — |
| 99 | LONGAEVA PARTNERS L.P. | 26.6K +26.6K (+100.0%) | 7.65M +7.7M (+100.0%) | 0.10% +0.096 pp | 0.64% +0.642 pp | USD288.28 +0.0% | 1 qtrs NEW |
| 100 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 26.1K +— (+0.0%) | 7.53M +1.3M (+20.9%) | 0.09% +0.004 pp | 0.12% +0.018 pp | USD206.24 +39.8% | 3 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.47
Neutral
Ratio by volume
1.19
Neutral
Buys
25
Sells
17
Shares acquired
86.8K
Shares disposed
72.7K
Cash buys
—
Cash sales
2.00
Net activity
+14,101
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Patel Cheerag B. | Officer | — | — | Common Stock | 0 | 0.00 | — | 39,659 | D | ↗ |
| 2026-04-01 | Cates G. Staley | Director | — | — | Common Stock | 0 | 0.00 | — | 4,905 | D | ↗ |
| 2026-03-09 | Padiyar Kavita | Officer | S-Sale | D | Common Stock | 2,200 | 278.24 | 612.1K | 42,672 | D | ↗ |
| 2026-03-06 | Wojcik Thomas M | Officer | S-Sale | D | Common Stock | 8,000 | 286.30 | 2.29M | 159,465 | D | ↗ |
| 2026-03-05 | Wojcik Thomas M | Officer | A-Award | A | Common Stock | 10,619 | 0.00 | — | 176,601 | D | ↗ |
| 2026-03-05 | STARR LOREN M | Director | M-Exempt | D | Stock Units | 652 | 0.00 | — | 2,362 | D | ↗ |
| 2026-03-05 | Ryan David Christopher | Director | M-Exempt | A | Common Stock | 867 | 0.00 | — | 4,494 | D | ↗ |
| 2026-03-05 | RITCHEA DAVA | Officer | M-Exempt | D | Stock Units | 601 | 0.00 | — | 1,804 | D | ↗ |
| 2026-03-05 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 867 | 0.00 | — | 15,254 | D | ↗ |
| 2026-03-05 | Padiyar Kavita | Officer | A-Award | A | Common Stock | 2,426 | 0.00 | — | 47,154 | D | ↗ |
| 2026-03-05 | Matos Rodriguez Felix V. | Director | M-Exempt | D | Stock Units | 867 | 0.00 | — | 1,172 | D | ↗ |
| 2026-03-05 | Horgen Jay C. | Director / Officer | A-Award | A | Common Stock | 27,260 | 0.00 | — | 355,210 | D | ↗ |
| 2026-03-05 | FRANQUI ANNETTE | Director | M-Exempt | A | Common Stock | 548 | 0.00 | — | 1,212 | D | ↗ |
| 2026-03-05 | Engel Marcy | Director | A-Award | A | Stock Units | 335 | 0.00 | — | 335 | D | ↗ |
| 2026-03-05 | Alvingham Karen L. | Director | A-Award | A | Deferred Stock Units | 98 | 0.00 | — | 98 | D | ↗ |
| 2025-12-23 | Horgen Jay C. | Director / Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 510,387 | D | ↗ |
| 2025-11-25 | Palandjian Tracy P. | Director | G-Gift | D | Common Stock | 3,499 | 0.00 | — | 14,387 | D | ↗ |
| 2025-11-07 | Alvingham Karen L. | Director | M-Exempt | A | Common Stock | 560 | 69.63 | 39.0K | 12,425 | D | ↗ |
| 2025-11-03 | Engel Marcy | Director | A-Award | A | Restricted Stock Units | 199 | 0.00 | — | 199 | D | ↗ |
| 2025-09-30 | Engel Marcy | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-09-09 | Wojcik Thomas M | Officer | S-Sale | D | Common Stock | 16,000 | 231.03 | 3.70M | 158,710 | D | ↗ |
| 2025-09-08 | Wojcik Thomas M | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 169,303 | 74.49 | 12.61M | 1,342 | D | ↗ |
| 2025-09-02 | Padiyar Kavita | Officer | M-Exempt | A | Common Stock | 47,731 | 73.81 | 3.52M | 73,431 | D | ↗ |
| 2025-09-02 | Horgen Jay C. | Director / Officer | M-Exempt | A | Common Stock | 75,000 | 74.49 | 5.59M | 559,322 | D | ↗ |
| 2025-08-15 | STARR LOREN M | Director | M-Exempt | D | Stock Units | 544 | 0.00 | — | 2,680 | D | ↗ |
| 2025-08-15 | Ryan David Christopher | Director | M-Exempt | A | Common Stock | 1,092 | 0.00 | — | 3,627 | D | ↗ |
| 2025-08-15 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 1,117 | 0.00 | — | 17,886 | D | ↗ |
| 2025-08-15 | Matos Rodriguez Felix V. | Director | M-Exempt | D | Stock Units | 1,102 | 0.00 | — | 2,039 | D | ↗ |
| 2025-08-15 | FRANQUI ANNETTE | Director | M-Exempt | A | Common Stock | 664 | 0.00 | — | 664 | D | ↗ |
| 2025-08-15 | Churchill Dwight D. | Director | M-Exempt | D | Stock Units | 1,398 | 0.00 | — | 2,775 | D | ↗ |
| 2025-08-15 | Alvingham Karen L. | Director | M-Exempt | A | Common Stock | 1,092 | 0.00 | — | 11,949 | D | ↗ |
| 2025-08-14 | STARR LOREN M | Director | A-Award | A | Deferred Stock Units | 334 | 0.00 | — | 334 | D | ↗ |
| 2025-08-14 | Ryan David Christopher | Director | A-Award | A | Deferred Stock Units | 307 | 0.00 | — | 307 | D | ↗ |
| 2025-08-14 | Alvingham Karen L. | Director | A-Award | A | Deferred Stock Units | 262 | 0.00 | — | 262 | D | ↗ |
| 2025-08-12 | Horgen Jay C. | Director / Officer | M-Exempt | A | Common Stock | 75,000 | 74.49 | 5.59M | 529,929 | D | ↗ |
| 2025-07-31 | STARR LOREN M | Director | A-Award | A | Restricted Stock Units | 716 | 0.00 | — | 716 | D | ↗ |
| 2025-07-31 | Ryan David Christopher | Director | A-Award | A | Restricted Stock Units | 477 | 0.00 | — | 477 | D | ↗ |
| 2025-07-31 | Palandjian Tracy P. | Director | A-Award | A | Restricted Stock Units | 477 | 0.00 | — | 477 | D | ↗ |
| 2025-07-31 | Matos Rodriguez Felix V. | Director | A-Award | A | Restricted Stock Units | 477 | 0.00 | — | 477 | D | ↗ |
| 2025-07-31 | FRANQUI ANNETTE | Director | A-Award | A | Restricted Stock Units | 477 | 0.00 | — | 477 | D | ↗ |
| 2025-07-31 | Churchill Dwight D. | Director | A-Award | A | Restricted Stock Units | 477 | 0.00 | — | 477 | D | ↗ |
| 2025-07-31 | Alvingham Karen L. | Director | A-Award | A | Restricted Stock Units | 477 | 0.00 | — | 477 | D | ↗ |
| 2025-07-02 | Horgen Jay C. | Director / Officer | G-Gift | D | Common Stock | 14,000 | 0.00 | — | 454,929 | D | ↗ |
| 2025-07-01 | Horgen Jay C. | Director / Officer | M-Exempt | A | Common Stock | 75,000 | 74.49 | 5.59M | 516,120 | D | ↗ |
| 2025-05-12 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 1,787 | 110.02 | 196.6K | 18,299 | D | ↗ |
| 2025-05-12 | Churchill Dwight D. | Director | F-InKind | D | Common Stock | 1,178 | 183.83 | 216.6K | 27,632 | D | ↗ |
| 2025-05-09 | Padiyar Kavita | Officer | F-InKind | D | Common Stock | 17,407 | 179.17 | 3.12M | 25,700 | D | ↗ |
| 2025-03-05 | Wojcik Thomas M | Officer | A-Award | A | Stock Units | 5,900 | 0.00 | — | 5,900 | D | ↗ |
| 2025-03-05 | STARR LOREN M | Director | M-Exempt | A | Common Stock | 741 | 0.00 | — | 741 | D | ↗ |
| 2025-03-05 | Ryan David Christopher | Director | M-Exempt | A | Common Stock | 956 | 0.00 | — | 2,535 | D | ↗ |
| 2025-03-05 | Ritchea Dava | Officer | A-Award | A | Stock Units | 2,405 | 0.00 | — | 2,405 | D | ↗ |
| 2025-03-05 | Palandjian Tracy P. | Director | M-Exempt | D | Stock Units | 1,195 | 0.00 | — | 3,477 | D | ↗ |
| 2025-03-05 | Padiyar Kavita | Officer | F-InKind | D | Common Stock | 2,630 | 165.72 | 435.8K | 18,107 | D | ↗ |
| 2025-03-05 | Matos Rodriguez Felix V. | Director | M-Exempt | D | Stock Units | 1,165 | 0.00 | — | 2,664 | D | ↗ |
| 2025-03-05 | Horgen Jay C. | Director / Officer | F-InKind | D | Common Stock | 26,570 | 165.72 | 4.40M | 441,120 | D | ↗ |
| 2025-03-05 | Churchill Dwight D. | Director | M-Exempt | D | Stock Units | 1,535 | 0.00 | — | 3,696 | D | ↗ |
| 2025-03-05 | Alvingham Karen L. | Director | M-Exempt | D | Stock Units | 1,178 | 0.00 | — | 4,928 | D | ↗ |
| 2025-03-03 | Padiyar Kavita | Officer | — | D | Employee Stock Option (Right to Buy) | 74,085 | 73.81 | 5.47M | 0 | — | ↗ |
| 2025-02-06 | STARR LOREN M | Director | A-Award | A | Deferred Stock Units | 369 | 0.00 | — | 369 | D | ↗ |
| 2025-02-06 | Ryan David Christopher | Director | A-Award | A | Deferred Stock Units | 367 | 0.00 | — | 367 | D | ↗ |
| 2025-02-06 | Palandjian Tracy P. | Director | A-Award | A | Restricted Stock Units | 548 | 0.00 | — | 548 | D | ↗ |
| 2025-02-06 | Matos Rodriguez Felix V. | Director | A-Award | A | Restricted Stock Units | 548 | 0.00 | — | 548 | D | ↗ |
| 2025-02-06 | Franqui Annette | Director | A-Award | A | Restricted Stock Units | 548 | 0.00 | — | 548 | D | ↗ |
| 2025-02-06 | Churchill Dwight D. | Director | A-Award | A | Restricted Stock Units | 777 | 0.00 | — | 777 | D | ↗ |
| 2025-02-06 | Alvingham Karen L. | Director | A-Award | A | Deferred Stock Units | 320 | 0.00 | — | 320 | D | ↗ |
| 2025-01-01 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 31 | 0.00 | — | 13,964 | D | ↗ |
| 2025-01-01 | Jeffery Reuben III | Director | M-Exempt | A | Common Stock | 5 | 0.00 | — | 34,274 | D | ↗ |
| 2025-01-01 | Churchill Dwight D. | Director | M-Exempt | A | Common Stock | 191 | 0.00 | — | 25,922 | D | ↗ |
| 2024-10-16 | Jamal Rizwan M | Officer | G-Gift | A | Common Stock | 128,457 | 0.00 | — | 199,233 | I | ↗ |
| 2024-10-04 | Wojcik Thomas M | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 75,000 | 74.49 | 5.59M | 170,645 | D | ↗ |
| 2024-10-02 | Horgen Jay C. | Director / Officer | F-InKind | D | Common Stock | 65,230 | 180.25 | 11.76M | 402,746 | D | ↗ |
| 2024-08-20 | Horgen Jay C. | Director / Officer | S-Sale | D | Common Stock | 9,300 | 169.93 | 1.58M | 367,976 | — | ↗ |
| 2024-08-19 | Horgen Jay C. | Director / Officer | M-Exempt | A | Common Stock | 200,000 | 74.49 | 14.90M | 519,004 | — | ↗ |
| 2024-08-16 | Wojcik Thomas M | Officer | S-Sale | D | Common Stock | 4,786 | 172.71 | 826.6K | 84,392 | — | ↗ |
| 2024-08-16 | Jamal Rizwan M | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 428,807 | 74.49 | 31.94M | 0 | — | ↗ |
| 2024-08-15 | Ryan David Christopher | Director | M-Exempt | A | Common Stock | 545 | 0.00 | — | 1,579 | — | ↗ |
| 2024-08-15 | Palandjian Tracy P. | Director | M-Exempt | D | Stock Units | 1,020 | 0.00 | — | 4,155 | — | ↗ |
| 2024-08-15 | Matos Rodriguez Felix V. | Director | M-Exempt | A | Common Stock | 556 | 0.00 | — | 2,235 | — | ↗ |
| 2024-08-15 | Jeffery Reuben III | Director | M-Exempt | D | Stock Units | 1,075 | 0.00 | — | 3,884 | — | ↗ |
| 2024-08-15 | Churchill Dwight D. | Director | M-Exempt | D | Stock Units | 1,328 | 0.00 | — | 4,645 | — | ↗ |
| 2024-08-15 | Alvingham Karen L. | Director | M-Exempt | D | Stock Units | 928 | 0.00 | — | 5,238 | — | ↗ |
| 2024-07-31 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 1,300 | 86.78 | 112.8K | 13,521 | — | ↗ |
| 2024-07-31 | Alvingham Karen L. | Director | M-Exempt | D | Director Stock Option (Right to Buy) | 2,958 | 82.07 | 242.8K | 0 | — | ↗ |
| 2024-07-29 | STARR LOREN M | Director | A-Award | A | Deferred Stock Units | 428 | 0.00 | — | 428 | — | ↗ |
| 2024-07-29 | Ryan David Christopher | Director | A-Award | A | Deferred Stock Units | 380 | 0.00 | — | 380 | — | ↗ |
| 2024-07-29 | Palandjian Tracy P. | Director | A-Award | A | Deferred Stock Units | 426 | 0.00 | — | 426 | — | ↗ |
| 2024-07-29 | Matos Rodriguez Felix V. | Director | A-Award | A | Restricted Stock Units | 544 | 0.00 | — | 544 | — | ↗ |
| 2024-07-29 | Jeffery Reuben III | Director | A-Award | A | Restricted Stock Units | 816 | 0.00 | — | 816 | — | ↗ |
| 2024-07-29 | Franqui Annette | Director | A-Award | A | Restricted Stock Units | 664 | 0.00 | — | 664 | — | ↗ |
| 2024-07-29 | Churchill Dwight D. | Director | A-Award | A | Restricted Stock Units | 544 | 0.00 | — | 544 | — | ↗ |
| 2024-07-29 | Alvingham Karen L. | Director | A-Award | A | Restricted Stock Units | 544 | 0.00 | — | 544 | — | ↗ |
| 2024-05-22 | Franqui Annette | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-01 | Ritchea Dava | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-04-01 | Padiyar Kavita | Officer | — | D | Common Stock | 0 | 0.00 | — | 15,249 | — | ↗ |
| 2024-03-28 | Churchill Dwight D. | Director | M-Exempt | A | Common Stock | 1,787 | 110.02 | 196.6K | 21,807 | — | ↗ |
| 2024-03-05 | Wojcik Thomas M | Officer | A-Award | A | Stock Units | 6,432 | 0.00 | — | 6,432 | — | ↗ |
| 2024-03-05 | Ryan David Christopher | Director | M-Exempt | A | Common Stock | 317 | 0.00 | — | 1,034 | — | ↗ |
| 2024-03-05 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 555 | 0.00 | — | 12,221 | — | ↗ |
| 2024-03-05 | Matos Rodriguez Felix V. | Director | M-Exempt | D | Stock Units | 525 | 0.00 | — | 3,293 | — | ↗ |
| 2024-03-05 | Jeffery Reuben III | Director | M-Exempt | D | Stock Units | 563 | 0.00 | — | 4,143 | — | ↗ |
| 2024-03-05 | Jamal Rizwan M | Officer | A-Award | A | Employee Stock Option (Right to Buy) | 428,807 | 74.49 | 31.94M | 428,807 | — | ↗ |
| 2024-03-05 | Horgen Jay C. | Director / Officer | A-Award | A | Stock Units | 15,702 | 0.00 | — | 15,702 | — | ↗ |
| 2024-03-05 | Churchill Dwight D. | Director | M-Exempt | D | Stock Units | 840 | 0.00 | — | 5,429 | — | ↗ |
| 2024-03-05 | Atkinson Tracy A | Director | M-Exempt | A | Common Stock | 544 | 0.00 | — | 4,020 | — | ↗ |
| 2024-03-05 | Alvingham Karen L. | Director | M-Exempt | D | Stock Units | 537 | 0.00 | — | 5,250 | — | ↗ |
| 2024-02-05 | STARR LOREN M | Director | A-Award | A | Restricted Stock Units | 638 | 0.00 | — | 638 | — | ↗ |
| 2024-02-05 | Ryan David Christopher | Director | A-Award | A | Deferred Stock Units | 318 | 0.00 | — | 318 | — | ↗ |
| 2024-02-05 | Palandjian Tracy P. | Director | A-Award | A | Restricted Stock Units | 638 | 0.00 | — | 638 | — | ↗ |
| 2024-02-05 | Matos Rodriguez Felix V. | Director | A-Award | A | Restricted Stock Units | 638 | 0.00 | — | 638 | — | ↗ |
| 2024-02-05 | Jeffery Reuben III | Director | A-Award | A | Restricted Stock Units | 904 | 0.00 | — | 904 | — | ↗ |
| 2024-02-05 | Churchill Dwight D. | Director | A-Award | A | Restricted Stock Units | 692 | 0.00 | — | 692 | — | ↗ |
| 2024-02-05 | Atkinson Tracy A | Director | A-Award | A | Restricted Stock Units | 638 | 0.00 | — | 638 | — | ↗ |
| 2024-02-05 | Alvingham Karen L. | Director | A-Award | A | Deferred Stock Units | 309 | 0.00 | — | 309 | — | ↗ |
| 2024-01-01 | Wojcik Thomas M | Officer | M-Exempt | D | Stock Units | 2,642 | 0.00 | — | 17,451 | — | ↗ |
| 2024-01-01 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 153 | 0.00 | — | 11,666 | — | ↗ |
| 2024-01-01 | Jeffery Reuben III | Director | M-Exempt | D | Stock Units | 5 | 0.00 | — | 3,802 | — | ↗ |
| 2024-01-01 | Jamal Rizwan M | Officer | M-Exempt | D | Stock Units | 2,270 | 0.00 | — | 20,521 | — | ↗ |
| 2024-01-01 | Horgen Jay C. | Director / Officer | M-Exempt | D | Stock Units | 5,792 | 0.00 | — | 40,685 | — | ↗ |
| 2024-01-01 | Churchill Dwight D. | Director | M-Exempt | D | Stock Units | 312 | 0.00 | — | 5,577 | — | ↗ |
| 2024-01-01 | Atkinson Tracy A | Director | M-Exempt | A | Common Stock | 260 | 0.00 | — | 3,476 | — | ↗ |
| 2024-01-01 | Alvingham Karen L. | Director | M-Exempt | D | Stock Units | 122 | 0.00 | — | 4,840 | — | ↗ |
| 2023-11-15 | Jamal Rizwan M | Officer | G-Gift | D | Common Stock | 70,776 | 0.00 | — | 0 | — | ↗ |
| 2023-11-06 | STARR LOREN M | Director | A-Award | A | Restricted Stock Units | 414 | 0.00 | — | 414 | — | ↗ |
| 2023-09-25 | STARR LOREN M | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-15 | Wojcik Thomas M | Officer | M-Exempt | D | Stock Units | 4,923 | 0.00 | — | 0 | — | ↗ |
| 2023-08-15 | Ryan David Christopher | Director | M-Exempt | D | Stock Units | 370 | 0.00 | — | 4,047 | — | ↗ |
| 2023-08-15 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 844 | 0.00 | — | 11,513 | — | ↗ |
| 2023-08-15 | Matos Rodriguez Felix V. | Director | M-Exempt | D | Stock Units | 381 | 0.00 | — | 3,180 | — | ↗ |
| 2023-08-15 | Jeffery Reuben III | Director | M-Exempt | D | Stock Units | 900 | 0.00 | — | 3,807 | — | ↗ |
| 2023-08-15 | Jamal Rizwan M | Officer | M-Exempt | D | Stock Units | 12,530 | 0.00 | — | 0 | — | ↗ |
| 2023-08-15 | Horgen Jay C. | Director / Officer | M-Exempt | D | Stock Units | 47,990 | 0.00 | — | 0 | — | ↗ |
| 2023-08-15 | Erickson John R | Officer | M-Exempt | D | Stock Units | 10,964 | 0.00 | — | 0 | — | ↗ |
| 2023-08-15 | Churchill Dwight D. | Director | M-Exempt | A | Common Stock | 1,064 | 0.00 | — | 18,868 | — | ↗ |
| 2023-08-15 | Atkinson Tracy A | Director | M-Exempt | D | Stock Units | 398 | 0.00 | — | 3,775 | — | ↗ |
| 2023-08-15 | Alvingham Karen L. | Director | M-Exempt | A | Common Stock | 753 | 0.00 | — | 3,711 | — | ↗ |
| 2023-07-26 | Ryan David Christopher | Director | A-Award | A | Deferred Stock Units | 353 | 0.00 | — | 353 | — | ↗ |
| 2023-07-26 | Palandjian Tracy P. | Director | A-Award | A | Restricted Stock Units | 707 | 0.00 | — | 707 | — | ↗ |
| 2023-07-26 | Matos Rodriguez Felix V. | Director | A-Award | A | Restricted Stock Units | 707 | 0.00 | — | 707 | — | ↗ |
| 2023-07-26 | Jeffery Reuben III | Director | A-Award | A | Restricted Stock Units | 707 | 0.00 | — | 707 | — | ↗ |
| 2023-07-26 | Churchill Dwight D. | Director | A-Award | A | Restricted Stock Units | 1,061 | 0.00 | — | 1,061 | — | ↗ |
| 2023-07-26 | Atkinson Tracy A | Director | A-Award | A | Restricted Stock Units | 707 | 0.00 | — | 707 | — | ↗ |
| 2023-07-26 | Alvingham Karen L. | Director | A-Award | A | Deferred Stock Units | 342 | 0.00 | — | 342 | — | ↗ |
| 2023-06-29 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 1,352 | 141.03 | 190.7K | 11,937 | — | ↗ |
| 2023-03-16 | Jeffery Reuben III | Director | P-Purchase | A | Common Stock | 3,650 | 137.21 | 500.8K | 31,726 | — | ↗ |
| 2023-03-05 | Wojcik Thomas M | Officer | A-Award | A | Stock Units | 7,620 | 0.00 | — | 7,620 | — | ↗ |
| 2023-03-05 | Ryan David Christopher | Director | M-Exempt | D | Stock Units | 171 | 0.00 | — | 3,357 | — | ↗ |
| 2023-03-05 | Palandjian Tracy P. | Director | M-Exempt | A | Common Stock | 410 | 0.00 | — | 10,585 | — | ↗ |
| 2023-03-05 | Matos Rodriguez Felix V. | Director | M-Exempt | D | Stock Units | 380 | 0.00 | — | 2,854 | — | ↗ |
| 2023-03-05 | Jeffery Reuben III | Director | M-Exempt | A | Common Stock | 418 | 0.00 | — | 28,076 | — | ↗ |
| 2023-03-05 | Jamal Rizwan M | Officer | M-Exempt | A | Common Stock | 4,762 | 0.00 | — | 78,145 | — | ↗ |
| 2023-03-05 | Horgen Jay C. | Director / Officer | A-Award | A | Stock Units | 19,576 | 0.00 | — | 19,576 | — | ↗ |
| 2023-03-05 | Erickson John R | Officer | F-InKind | D | Common Stock | 10,743 | 160.76 | 1.73M | 52,235 | — | ↗ |
| 2023-03-05 | Churchill Dwight D. | Director | M-Exempt | A | Common Stock | 621 | 0.00 | — | 17,804 | — | ↗ |
| 2023-03-05 | Atkinson Tracy A | Director | M-Exempt | D | Stock Units | 399 | 0.00 | — | 3,466 | — | ↗ |
| 2023-03-05 | Alvingham Karen L. | Director | M-Exempt | D | Stock Units | 392 | 0.00 | — | 4,666 | — | ↗ |
| 2023-02-06 | Ryan David Christopher | Director | A-Award | A | Deferred Stock Units | 293 | 0.00 | — | 293 | — | ↗ |
| 2023-02-06 | Palandjian Tracy P. | Director | A-Award | A | Restricted Stock Units | 587 | 0.00 | — | 587 | — | ↗ |
| 2023-02-06 | Matos Rodriguez Felix V. | Director | A-Award | A | Restricted Stock Units | 587 | 0.00 | — | 587 | — | ↗ |
| 2023-02-06 | Jeffery Reuben III | Director | A-Award | A | Restricted Stock Units | 587 | 0.00 | — | 587 | — | ↗ |
| 2023-02-06 | Churchill Dwight D. | Director | A-Award | A | Restricted Stock Units | 881 | 0.00 | — | 881 | — | ↗ |
| 2023-02-06 | Atkinson Tracy A | Director | A-Award | A | Restricted Stock Units | 587 | 0.00 | — | 587 | — | ↗ |
| 2023-02-06 | Alvingham Karen L. | Director | A-Award | A | Deferred Stock Units | 284 | 0.00 | — | 284 | — | ↗ |
| 2023-01-01 | Wojcik Thomas M | Officer | F-InKind | D | Common Stock | 1,389 | 158.43 | 220.1K | 28,637 | — | ↗ |
| 2023-01-01 | Palandjian Tracy P. | Director | M-Exempt | D | Stock Units | 360 | 0.00 | — | 3,863 | — | ↗ |
| 2023-01-01 | Jeffery Reuben III | Director | M-Exempt | D | Stock Units | 5 | 0.00 | — | 3,831 | — | ↗ |
| 2023-01-01 | Jamal Rizwan M | Officer | M-Exempt | D | Stock Units | 4,655 | 0.00 | — | 19,846 | — | ↗ |
| 2023-01-01 | Horgen Jay C. | Officer | M-Exempt | A | Common Stock | 8,974 | 0.00 | — | 228,866 | — | ↗ |
| 2023-01-01 | Erickson John R | Officer | F-InKind | D | Common Stock | 1,871 | 158.43 | 296.4K | 40,114 | — | ↗ |
| 2023-01-01 | Churchill Dwight D. | Director | M-Exempt | A | Common Stock | 519 | 0.00 | — | 17,183 | — | ↗ |
| 2023-01-01 | Atkinson Tracy A | Director | M-Exempt | A | Common Stock | 260 | 0.00 | — | 2,419 | — | ↗ |
| 2023-01-01 | Alvingham Karen L. | Director | M-Exempt | D | Stock Units | 329 | 0.00 | — | 4,187 | — | ↗ |
| 2022-11-15 | Billings David M. | Officer | M-Exempt | A | Common Stock | 8,098 | 122.40 | 991.2K | 25,952 | — | ↗ |
| 2022-08-15 | Wojcik Thomas M | Officer | M-Exempt | D | Stock Units | 4,922 | 0.00 | — | 0 | — | ↗ |
| 2022-08-15 | Ryan David Christopher | Director | M-Exempt | D | Stock Units | 176 | 0.00 | — | 2,648 | — | ↗ |
| 2022-08-15 | Palandjian Tracy P. | Director | M-Exempt | D | Stock Units | 651 | 0.00 | — | 4,223 | — | ↗ |
| 2022-08-15 | Matos Rodriguez Felix V. | Director | M-Exempt | A | Common Stock | 186 | 0.00 | — | 393 | — | ↗ |
| 2022-08-15 | Jeffery Reuben III | Director | M-Exempt | D | Stock Units | 706 | 0.00 | — | 3,836 | — | ↗ |
| 2022-08-15 | Jamal Rizwan M | Officer | F-InKind | D | Common Stock | 5,571 | 139.84 | 779.0K | 47,009 | — | ↗ |
| 2022-08-15 | Horgen Jay C. | Officer | F-InKind | D | Common Stock | 19,215 | 139.84 | 2.69M | 219,892 | — | ↗ |
| 2022-08-15 | Erickson John R | Officer | M-Exempt | D | Stock Units | 10,963 | 0.00 | — | 0 | — | ↗ |
| 2022-08-15 | Churchill Dwight D. | Director | M-Exempt | D | Stock Units | 773 | 0.00 | — | 6,151 | — | ↗ |
| 2022-08-15 | Atkinson Tracy A | Director | M-Exempt | A | Common Stock | 204 | 0.00 | — | 2,159 | — | ↗ |
| 2022-08-15 | Alvingham Karen L. | Director | M-Exempt | D | Stock Units | 559 | 0.00 | — | 4,516 | — | ↗ |
| 2022-08-01 | Ryan David Christopher | Director | A-Award | A | Deferred Stock Units | 386 | 0.00 | — | 386 | — | ↗ |
| 2022-08-01 | Palandjian Tracy P. | Director | A-Award | A | Restricted Stock Units | 773 | 0.00 | — | 773 | — | ↗ |
| 2022-08-01 | Matos Rodriguez Felix V. | Director | A-Award | A | Restricted Stock Units | 773 | 0.00 | — | 773 | — | ↗ |
| 2022-08-01 | Jeffery Reuben III | Director | A-Award | A | Restricted Stock Units | 773 | 0.00 | — | 773 | — | ↗ |
| 2022-08-01 | Churchill Dwight D. | Director | A-Award | A | Restricted Stock Units | 1,160 | 0.00 | — | 1,160 | — | ↗ |
| 2022-08-01 | Atkinson Tracy A | Director | A-Award | A | Restricted Stock Units | 773 | 0.00 | — | 773 | — | ↗ |
| 2022-08-01 | Alvingham Karen L. | Director | A-Award | A | Deferred Stock Units | 374 | 0.00 | — | 374 | — | ↗ |
| 2022-03-05 | Wojcik Thomas M | Officer | A-Award | A | Stock Units | 9,135 | 0.00 | — | 9,135 | — | ↗ |
| 2022-03-05 | Palandjian Tracy P. | Director | M-Exempt | D | Stock Units | 238 | 0.00 | — | 4,101 | — | ↗ |
| 2022-03-05 | Matos Rodriguez Felix V. | Director | M-Exempt | A | Common Stock | 207 | 0.00 | — | 207 | — | ↗ |
| 2022-03-05 | Jeffery Reuben III | Director | M-Exempt | D | Stock Units | 245 | 0.00 | — | 3,769 | — | ↗ |
| 2022-03-05 | Jamal Rizwan M | Officer | A-Award | A | Stock Units | 13,161 | 0.00 | — | 13,161 | — | ↗ |
| 2022-03-05 | Horgen Jay C. | Officer | F-InKind | D | Common Stock | 14,419 | 129.17 | 1.86M | 191,119 | — | ↗ |
| 2022-03-05 | Erickson John R | Officer | M-Exempt | D | Stock Units | 969 | 0.00 | — | 8,746 | — | ↗ |
| 2022-03-05 | Churchill Dwight D. | Director | M-Exempt | A | Common Stock | 364 | 0.00 | — | 15,889 | — | ↗ |
| 2022-03-05 | Billings David M. | Officer | A-Award | A | Common Stock | 5,726 | 0.00 | — | 20,537 | — | ↗ |
| 2022-03-05 | Atkinson Tracy A | Director | M-Exempt | D | Stock Units | 226 | 0.00 | — | 2,969 | — | ↗ |
Executive team
Top executives
EBIT / Employee
322.6K
Shares Outstanding
26.68M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jay Horgen | Chief Executive Officer, President & Director | 7M | male |
| Thomas Wojcik | President & Chief Operating Officer | 4M | male |
| Dava Elaine Ritchea | Chief Financial Officer | 3M | female |
| Kavita Padiyar | General Counsel & Corporate Secretary | 2M | female |
| John R. Erickson | Vice Chair of Affiliate Engagement & Capital Formation | 2M | male |
| Benjamin Langille | MD & Head of Affiliate Transactions | — | male |
| Aaron Galis | MD & Chief Accounting Officer | — | male |
| Ann Imes | Managing Director of Human Resources | — | female |
| Laura Thompson | Managing Director of Taxation | — | female |
| Patricia Figueroa | Vice President of Investor Relations | — | — |
| Stephen T. Pruell | MD & Chief Information Officer | — | male |
| Alexandra K. Lynn | Chief Administrative Officer | — | female |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Senate Trading Activity
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-04-02 | 2020-05-07 | Dean Phillips | MN03 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-03-18 | 2020-04-16 | Gilbert Cisneros | CA31 | -- | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2019-08-14 | 2019-09-11 | Gilbert Cisneros | Ca39 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2019-08-13 | 2019-09-16 | Dean Phillips | MN03 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for AMG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
