Ameriprise Financial, Inc. (AMP)
Minneapolis, MN, US
Ameriprise Financial, Inc. is a holding company, which engages in providing financial planning, asset management, and insurance services to individuals, businesses, and institutions. It operates through the following business segments: Advice & Wealth Management, Asset Management, Retirement & Protection Solutions, and Corporate & Other. The Advice & Wealth Management segment consists of financial planning and advice, as well as full-service brokerage services for retail clients through financial advisors. The Asset Management segment offers investment management, advice, and products to retail, high net worth, and institutional clients through Columbia Threadneedle. The Retirement & Protection Solutions segment refers to RiverSource solutions, which includes clients annuities, life insurance, and disability income insurance products. The Corporate & Other segment handles closed blocks of business and net investment income or loss on corporate level assets, including excess capital held in subsidiaries. The company was founded by John Tappan in 1894 and is headquartered in Minneapolis, MN.
Based on only 1 article — low confidence
- Will Ameriprise (AMP) Beat Estimates Again in Its Next Earnings Report? Zacks Investment Research
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2005-09-30 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.33% | -1.18% | -6.12% | -5.19% | -2.20% | -9.10% | -12.48% | +44.03% | +69.94% | +338.39% | +1,104.30% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 4 | 0 |
| Hold | 7 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
471.00
-9.2%
|
| Last Quarter | 5 |
488.00
-5.9%
|
| Last Year | 11 |
517.82
-0.1%
|
| All Time | 32 |
424.25
-18.2%
|
-
Revenue growth Asset Management: +17.4%+5.2% Q1'26: +9.0% (vs Q1'25)
-
EPS growth Asset Management: +22.7%+10.0% Q1'26: +66.0% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+20.0% Q1'26: +8.8% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+25.5% Q1'26: +25.1% (vs Q1'25)
-
ROIC Asset Management: +6.5%+165.6% ★ Q1'26: +340.5% (vs Q1'25)
-
Share dilution Asset Management: +0.0%-6.4% ★ Q1'26: -5.5% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.16× ★ Q1'26: 0.64× (vs Q1'25)
* 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.
| 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 7 Rev. Ana. 8 EPS Ana. |
Dec 2027 7 Rev. Ana. 8 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
9.83B
est: 9.04B (+8.8%)
|
10.30B
est: 10.70B (-3.8%)
|
10.27B
est: 9.97B (+3.0%)
|
11.22B
est: 10.71B (+4.8%)
|
11.95B
est: 11.63B (+2.8%)
|
12.03B
est: 11.75B (+2.3%)
|
11.78B
est: 11.66B (+1.0%)
|
12.30B
est: 11.92B (+3.1%)
|
12.98B
est: 12.74B (+1.9%)
|
13.05B
est: 12.12B (+7.7%)
|
12.03B
est: 11.88B (+1.2%)
|
13.54B
est: 13.69B (-1.1%)
|
14.33B
est: 14.10B (+1.7%)
|
16.12B
est: 16.96B (-5.0%)
|
17.98B
est: 17.29B (+4.0%)
|
18.91B
est: 18.20B (+3.9%)
|
19.35B
17.61B – 19.93B
+6.3% YoY
|
20.15B
17.87B – 21.10B
+4.1% YoY
|
21.27B
21.20B – 21.34B
+5.6% YoY
|
22.55B
21.23B – 23.25B
+6.0% YoY
|
| EBITDA |
2.17B
est: 1.51B (+44.0%)
|
1.94B
est: 1.93B (+0.1%)
|
1.78B
est: 1.82B (-2.3%)
|
2.55B
est: 2.25B (+13.2%)
|
3.17B
est: 2.61B (+21.2%)
|
2.81B
est: 2.67B (+5.2%)
|
2.10B
est: 2.16B (-2.7%)
|
2.67B
est: 2.65B (+0.8%)
|
2.94B
est: 2.88B (+2.2%)
|
2.63B
est: 2.75B (-4.4%)
|
2.20B
est: 1.37B (+60.9%)
|
3.72B
est: 3.15B (+18.1%)
|
4.32B
est: 4.74B (-8.9%)
|
3.76B
est: 4.55B (-17.4%)
|
4.80B
est: 4.64B (+3.3%)
|
5.04B
est: 4.89B (+3.2%)
|
5.20B
4.73B – 5.35B
+6.3% YoY
|
5.41B
4.80B – 5.67B
+4.1% YoY
|
5.71B
5.69B – 5.73B
+5.6% YoY
|
6.06B
5.70B – 6.24B
+6.0% YoY
|
| EBIT |
1.97B
est: 3.00B (-34.5%)
|
1.75B
est: 3.56B (-50.9%)
|
1.56B
est: 3.32B (-53.1%)
|
2.31B
est: 3.56B (-35.1%)
|
2.91B
est: 3.87B (-24.7%)
|
2.56B
est: 3.91B (-34.4%)
|
1.85B
est: 3.88B (-52.2%)
|
2.44B
est: 3.96B (-38.5%)
|
2.74B
est: 4.24B (-35.3%)
|
2.45B
est: 4.03B (-39.3%)
|
1.99B
est: 3.95B (-49.5%)
|
3.54B
est: 4.55B (-22.2%)
|
4.13B
est: 4.69B (-11.9%)
|
3.56B
est: 4.35B (-18.1%)
|
4.60B
est: 4.43B (+3.8%)
|
4.83B
est: 4.66B (+3.6%)
|
4.96B
4.51B – 5.11B
+6.3% YoY
|
5.16B
4.58B – 5.41B
+4.1% YoY
|
5.45B
5.43B – 5.47B
+5.6% YoY
|
5.78B
5.44B – 5.96B
+6.0% YoY
|
| Net Income |
1.10B
est: 995.73M (+10.2%)
|
1.08B
est: 1.12B (-3.9%)
|
1.03B
est: 969.97M (+6.1%)
|
1.33B
est: 1.26B (+5.6%)
|
1.62B
est: 1.52B (+6.2%)
|
1.56B
est: 1.56B (+0.3%)
|
1.31B
est: 1.33B (-1.4%)
|
1.48B
est: 1.35B (+9.7%)
|
2.10B
est: 2.00B (+4.9%)
|
1.89B
est: 1.89B (+0.4%)
|
1.53B
est: 813.42M (+88.6%)
|
2.76B
est: 4.07B (-32.1%)
|
3.15B
est: 3.22B (-2.2%)
|
2.56B
est: 2.81B (-9.0%)
|
3.40B
est: 3.30B (+3.0%)
|
3.56B
est: 3.76B (-5.2%)
|
3.92B
3.67B – 4.45B
+4.2% YoY
|
4.13B
3.91B – 4.85B
+5.5% YoY
|
5.18B
5.13B – 5.23B
+25.3% YoY
|
6.12B
5.66B – 6.37B
+18.3% YoY
|
| SGA |
—
est: 4.90B (-100.0%)
|
—
est: 5.91B (-100.0%)
|
—
est: 5.50B (-100.0%)
|
—
est: 5.68B (-100.0%)
|
—
est: 5.96B (-100.0%)
|
—
est: 6.33B (-100.0%)
|
—
est: 6.45B (-100.0%)
|
—
est: 6.35B (-100.0%)
|
—
est: 6.50B (-100.0%)
|
—
est: 7.07B (-100.0%)
|
—
est: 6.40B (-100.0%)
|
—
est: 7.77B (-100.0%)
|
—
est: 8.67B (-100.0%)
|
—
|
—
|
—
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| EPS |
4.36
est: 3.69 (+18.2%)
|
4.71
est: 5.43 (-13.3%)
|
4.70
est: 5.15 (-8.7%)
|
6.56
est: 6.38 (+2.8%)
|
8.45
est: 7.60 (+11.2%)
|
8.60
est: 9.20 (-6.5%)
|
7.90
est: 8.17 (-3.3%)
|
9.60
est: 9.91 (-3.1%)
|
14.41
est: 14.64 (-1.6%)
|
14.12
est: 16.19 (-12.8%)
|
12.39
est: 14.47 (-14.4%)
|
29.13
est: 22.31 (+30.6%)
|
28.29
est: 24.00 (+17.9%)
|
24.18
est: 29.71 (-18.6%)
|
33.67
est: 34.33 (-1.9%)
|
36.90
est: 38.81 (-4.9%)
|
44.29
38.11 – 46.26
+14.1% YoY
|
47.74
40.65 – 50.37
+7.8% YoY
|
53.76
53.24 – 54.28
+12.6% YoY
|
63.58
58.73 – 66.13
+18.3% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | Piper Sandler | Neutral | Neutral | Maintain |
| 2026-04-30 | Morgan Stanley | Underweight | Underweight | Maintain |
| 2026-04-24 | BMO Capital | Market Perform | Market Perform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 5/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 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 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 2/5 | 3/5 | 1/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Threadneedle Asset Management Holdings Limited | 8.30M | 5.11% | — | 8.30M | — | 8.30M | FI | — | 2024-11-14 | ↗ |
| 2 | Threadneedle Holdings Limited | 8.30M | 5.11% | — | 8.30M | — | 8.30M | FI | — | 2024-11-14 | ↗ |
| 3 | Threadneedle Investment Services Limited | 8.30M | 5.11% | — | 8.30M | — | 8.30M | FI | — | 2024-11-14 | ↗ |
| 4 | TAM UK International Holdings Limited | 3.57M | 6.19% | — | 3.57M | — | 3.57M | FI | — | 2024-11-14 | ↗ |
| 5 | TC Financing Ltd | 3.57M | 6.19% | — | 3.57M | — | 3.57M | FI | — | 2024-11-14 | ↗ |
| 6 | Inc. | 2.59M | 8.56% | — | 2.59M | — | 2.59M | HC | — | 2024-11-14 | ↗ |
| 7 | Threadneedle Asset Management Limited | 2.09M | 6.91% | — | 2.09M | — | 2.09M | FI | — | 2024-11-14 | ↗ |
| 8 | TAM UK Holdings Limited | 1.60M | 5.24% | — | 1.60M | — | 1.60M | FI | — | 2024-11-14 | ↗ |
| 9 | Services, LLC | 1.08M | 8.07% | — | — | — | 1.08M | IA | — | 2024-11-14 | ↗ |
| 10 | Investment Advisers, LLC | 785.2K | 6.05% | — | 785.2K | — | 785.2K | IA | — | 2024-11-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 12.26M -109.1K (-0.9%) | 6.01B -64.8M (-1.1%) | 12.93% +0.233 pp | 0.09% -0.004 pp | USD100.85 +386.2% | 81 qtrs — |
| 2 | BLACKROCK, INC. | 8.86M -128.6K (-1.4%) | 4.35B -71.3M (-1.6%) | 9.35% +0.117 pp | 0.07% -0.004 pp | USD473.95 +3.5% | 6 qtrs — |
| 3 | STATE STREET CORP | 4.36M -56.7K (-1.3%) | 2.14B -31.8M (-1.5%) | 4.60% +0.065 pp | 0.07% -0.004 pp | USD104.88 +367.5% | 51 qtrs — |
| 4 | JPMORGAN CHASE & CO | 3.26M -1.5M (-32.1%) | 1.60B -761.1M (-32.2%) | 3.44% -1.493 pp | 0.10% -0.041 pp | USD322.70 +51.9% | 51 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 2.82M -25.4K (-0.9%) | 1.38B -14.6M (-1.0%) | 2.97% +0.053 pp | 0.09% -0.004 pp | USD167.24 +193.2% | 78 qtrs — |
| 6 | ARISTOTLE CAPITAL MANAGEMENT, LLC | 2.31M -117.7K (-4.8%) | 1.13B -60.0M (-5.0%) | 2.44% -0.056 pp | 2.27% -0.037 pp | USD132.23 +270.8% | 39 qtrs — |
| 7 | MORGAN STANLEY | 2.10M -94.8K (-4.3%) | 1.03B -48.5M (-4.5%) | 2.21% -0.038 pp | 0.06% -0.004 pp | USD231.51 +111.8% | 51 qtrs — |
| 8 | NORGES BANK | 1.51M +1.5M (+100.0%) | 742.44M +742.4M (+100.0%) | 1.60% +1.597 pp | 0.08% +0.079 pp | USD490.34 +0.0% | 1 qtrs NEW |
| 9 | NORTHERN TRUST CORP | 1.21M -27.0K (-2.2%) | 594.68M -14.4M (-2.4%) | 1.28% +0.006 pp | 0.08% -0.002 pp | USD164.85 +197.4% | 51 qtrs — |
| 10 | BOSTON PARTNERS | 1.17M -21.7K (-1.8%) | 574.37M -11.7M (-2.0%) | 1.24% +0.011 pp | 0.59% -0.007 pp | USD179.31 +173.5% | 30 qtrs — |
| 11 | FMR LLC | 1.13M +278.7K (+32.9%) | 552.27M +135.9M (+32.6%) | 1.19% +0.318 pp | 0.03% +0.007 pp | USD279.62 +75.4% | 70 qtrs — |
| 12 | AQR CAPITAL MANAGEMENT LLC | 1.09M +496.3K (+84.2%) | 532.45M +242.8M (+83.8%) | 1.15% +0.540 pp | 0.28% +0.094 pp | USD475.03 +3.2% | 81 qtrs — |
| 13 | UBS GROUP AG | 1.02M -31.5K (-3.0%) | 501.33M -16.4M (-3.2%) | 1.08% -0.004 pp | 0.08% +0.000 pp | USD200.02 +145.1% | 45 qtrs — |
| 14 | GOLDMAN SACHS GROUP INC | 1.01M -61.5K (-5.8%) | 493.31M -31.1M (-5.9%) | 1.06% -0.035 pp | 0.06% -0.004 pp | USD338.48 +44.9% | 73 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 1.01M -6.8K (-0.7%) | 492.83M -4.3M (-0.9%) | 1.06% +0.021 pp | 0.10% -0.003 pp | USD208.37 +135.3% | 51 qtrs — |
| 16 | FEDERATED HERMES, INC. | 973.1K +6.9K (+0.7%) | 477.15M +2.5M (+0.5%) | 1.03% +0.035 pp | 0.80% -0.041 pp | USD434.23 +12.9% | 54 qtrs — |
| 17 | NUVEEN, LLC | 898.1K -93.2K (-9.4%) | 440.39M -46.6M (-9.6%) | 0.95% -0.070 pp | 0.12% -0.013 pp | USD488.98 +0.3% | 4 qtrs — |
| 18 | DEUTSCHE BANK AG\ | 842.0K -22.2K (-2.6%) | 412.86M -11.6M (-2.7%) | 0.89% +0.001 pp | 0.13% -0.008 pp | USD295.68 +65.8% | 50 qtrs — |
| 19 | INVESCO LTD. | 830.2K -22.1K (-2.6%) | 407.08M -11.6M (-2.8%) | 0.88% +0.001 pp | 0.06% -0.004 pp | USD331.87 +47.8% | 57 qtrs — |
| 20 | FIRST TRUST ADVISORS LP | 828.4K +381.8K (+85.5%) | 406.22M +186.8M (+85.1%) | 0.87% +0.415 pp | 0.30% +0.132 pp | USD460.89 +6.4% | 51 qtrs — |
| 21 | ROYAL BANK OF CANADA | 806.5K +18.3K (+2.3%) | 395.45M +8.2M (+2.1%) | 0.85% +0.041 pp | 0.06% +0.001 pp | USD256.06 +91.5% | 51 qtrs — |
| 22 | UBS ASSET MANAGEMENT AMERICAS INC | 788.2K -199.9K (-20.2%) | 386.49M -98.9M (-20.4%) | 0.83% -0.183 pp | 0.08% -0.024 pp | USD262.59 +86.7% | 81 qtrs — |
| 23 | BEUTEL, GOODMAN & CO LTD. | 725.1K +186.6K (+34.6%) | 355.55M +91.0M (+34.4%) | 0.76% +0.212 pp | 2.18% +0.591 pp | USD301.02 +62.9% | 34 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 724.0K -92.2K (-11.3%) | 355.01M -46.0M (-11.5%) | 0.76% -0.074 pp | 0.06% -0.015 pp | USD184.94 +165.1% | 66 qtrs — |
| 25 | LYRICAL ASSET MANAGEMENT LP | 720.5K -39.0K (-5.1%) | 353.27M -19.8M (-5.3%) | 0.76% -0.020 pp | 4.62% -0.638 pp | USD141.61 +246.3% | 53 qtrs — |
| 26 | BANK OF AMERICA CORP /DE/ | 673.1K +42.8K (+6.8%) | 330.05M +20.4M (+6.6%) | 0.71% +0.063 pp | 0.02% +0.003 pp | USD232.45 +110.9% | 52 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 603.4K +2.8K (+0.5%) | 295.88M +850.0K (+0.3%) | 0.64% +0.020 pp | 0.05% -0.001 pp | USD145.98 +235.9% | 80 qtrs — |
| 28 | LEGAL & GENERAL GROUP PLC | 597.2K -37.3K (-5.9%) | 292.81M -18.8M (-6.0%) | 0.63% -0.021 pp | 0.06% -0.005 pp | USD167.31 +193.1% | 75 qtrs — |
| 29 | HSBC HOLDINGS PLC | 593.7K +21.0K (+3.7%) | 291.62M +10.3M (+3.7%) | 0.63% +0.038 pp | 0.15% -0.007 pp | USD389.60 +25.9% | 56 qtrs — |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 513.8K -58.0K (-10.1%) | 251.92M -28.9M (-10.3%) | 0.54% -0.045 pp | 0.07% -0.006 pp | USD292.92 +67.4% | 51 qtrs — |
| 31 | MILLENNIUM MANAGEMENT LLC | 493.9K +83.3K (+20.3%) | 242.20M +40.5M (+20.1%) | 0.52% +0.100 pp | 0.10% +0.016 pp | USD494.24 -0.8% | 75 qtrs — |
| 32 | AMUNDI | 464.1K +63.4K (+15.8%) | 227.55M +29.7M (+15.0%) | 0.49% +0.078 pp | 0.06% -0.002 pp | USD387.09 +26.7% | 19 qtrs — |
| 33 | TD ASSET MANAGEMENT INC | 432.7K +13.8K (+3.3%) | 212.19M +6.4M (+3.1%) | 0.46% +0.026 pp | 0.17% +0.004 pp | USD343.36 +42.8% | 51 qtrs — |
| 34 | PRICE T ROWE ASSOCIATES INC /MD/ | 399.5K +10.5K (+2.7%) | 195.91M +4.8M (+2.5%) | 0.42% +0.022 pp | 0.02% +0.001 pp | USD355.32 +38.0% | 75 qtrs — |
| 35 | PNC FINANCIAL SERVICES GROUP, INC. | 389.5K -6.6K (-1.7%) | 190.98M -3.6M (-1.8%) | 0.41% +0.004 pp | 0.10% -0.014 pp | USD166.51 +194.5% | 51 qtrs — |
| 36 | CLOSE ASSET MANAGEMENT LTD | 372.7K -90.4K (-19.5%) | 182.80M -44.9M (-19.7%) | 0.39% -0.082 pp | 4.05% -1.010 pp | USD466.04 +5.2% | 20 qtrs — |
| 37 | D. E. SHAW & CO., INC. | 370.8K +236.1K (+175.2%) | 181.84M +115.6M (+174.7%) | 0.39% +0.253 pp | 0.10% +0.062 pp | USD490.67 -0.1% | 2 qtrs — |
| 38 | BARCLAYS PLC | 367.8K +84.9K (+30.0%) | 180.35M +47.5M (+35.7%) | 0.39% +0.098 pp | 0.04% +0.009 pp | USD438.34 +11.9% | 51 qtrs — |
| 39 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 352.1K -5.4K (-1.5%) | 172.66M -3.0M (-1.7%) | 0.37% +0.004 pp | 0.25% -0.009 pp | USD493.10 -0.6% | 74 qtrs — |
| 40 | THRIVENT FINANCIAL FOR LUTHERANS | 334.8K +38.0K (+12.8%) | 164.17M +18.4M (+12.6%) | 0.35% +0.048 pp | 0.29% +0.004 pp | USD300.63 +63.1% | 74 qtrs — |
| 41 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 322.4K +265.4K (+465.6%) | 158.12M +130.5M (+472.5%) | 0.34% +0.282 pp | 0.18% +0.110 pp | USD481.37 +1.9% | 51 qtrs — |
| 42 | MAJ INVEST HOLDING A/S | 299.4K +2.4K (+0.8%) | 146.81M +899.0K (+0.6%) | 0.32% +0.011 pp | 6.83% +1.845 pp | USD495.01 -0.9% | 6 qtrs — |
| 43 | EPOCH INVESTMENT PARTNERS, INC. | 297.9K -27.2K (-8.4%) | 146.07M -13.7M (-8.5%) | 0.31% -0.020 pp | 0.83% -0.048 pp | USD363.33 +35.0% | 16 qtrs — |
| 44 | QUBE RESEARCH & TECHNOLOGIES LTD | 286.7K -185.2K (-39.3%) | 140.56M -91.2M (-39.4%) | 0.30% -0.182 pp | 0.14% -0.097 pp | USD448.23 +9.4% | 21 qtrs — |
| 45 | AMERICAN CENTURY COMPANIES INC | 281.7K +20.5K (+7.9%) | 138.15M +9.8M (+7.7%) | 0.30% +0.029 pp | 0.07% +0.004 pp | USD342.38 +43.2% | 51 qtrs — |
| 46 | SEI INVESTMENTS CO | 279.6K +71.5K (+34.4%) | 137.08M +34.9M (+34.1%) | 0.29% +0.081 pp | 0.14% +0.025 pp | USD330.27 +48.5% | 45 qtrs — |
| 47 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 278.5K -14.4K (-4.9%) | 136.54M -7.3M (-5.1%) | 0.29% -0.007 pp | 0.04% -0.001 pp | USD358.36 +36.8% | 16 qtrs — |
| 48 | LSV ASSET MANAGEMENT | 272.0K +3.5K (+1.3%) | 133.38M +1.5M (+1.1%) | 0.29% +0.011 pp | 0.29% 0.000 pp | USD80.86 +506.4% | 59 qtrs — |
| 49 | SWEDBANK AB | 256.9K +719.0 (+0.3%) | 125.95M +119.5K (+0.1%) | 0.27% +0.008 pp | 0.12% -0.006 pp | USD265.92 +84.4% | 20 qtrs — |
| 50 | BALYASNY ASSET MANAGEMENT L.P. | 244.0K +244.0K (+100.0%) | 119.63M +119.6M (+100.0%) | 0.26% +0.257 pp | 0.15% +0.152 pp | USD490.34 +0.0% | 1 qtrs NEW |
| 51 | WOODLINE PARTNERS LP | 235.3K +42.0K (+21.8%) | 115.39M +20.4M (+21.5%) | 0.25% +0.050 pp | 0.45% +0.000 pp | USD490.77 -0.1% | 4 qtrs — |
| 52 | LAZARD ASSET MANAGEMENT LLC | 235.0K +35.3K (+17.7%) | 115.23M +17.1M (+17.5%) | 0.25% +0.043 pp | 0.20% +0.063 pp | USD482.54 +1.6% | 36 qtrs — |
| 53 | WORLDQUANT MILLENNIUM ADVISORS LLC | 231.6K +27.2K (+13.3%) | 113.57M +13.1M (+13.1%) | 0.24% +0.034 pp | 0.44% +0.007 pp | USD455.66 +7.6% | 11 qtrs — |
| 54 | VICTORY CAPITAL MANAGEMENT INC | 231.5K +10.8K (+4.9%) | 113.54M +5.1M (+4.7%) | 0.24% +0.018 pp | 0.06% +0.001 pp | USD294.84 +66.3% | 45 qtrs — |
| 55 | BANK OF MONTREAL /CAN/ | 225.9K +8.3K (+3.8%) | 110.75M +3.9M (+3.6%) | 0.24% +0.015 pp | 0.04% -0.003 pp | USD230.32 +112.9% | 51 qtrs — |
| 56 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 221.3K -10.9K (-4.7%) | 108.50M -5.6M (-4.9%) | 0.23% -0.005 pp | 0.06% -0.002 pp | USD136.72 +258.6% | 59 qtrs — |
| 57 | BNP PARIBAS ARBITRAGE, SNC | 219.7K +79.5K (+56.7%) | 107.71M +38.8M (+56.4%) | 0.23% +0.088 pp | 0.05% +0.012 pp | USD437.37 +12.1% | 51 qtrs — |
| 58 | PRINCIPAL FINANCIAL GROUP INC | 219.4K -25.5K (-10.4%) | 107.57M -12.7M (-10.6%) | 0.23% -0.020 pp | 0.05% -0.006 pp | USD224.96 +118.0% | 81 qtrs — |
| 59 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 216.7K +129.3K (+147.8%) | 106.27M +63.3M (+147.3%) | 0.23% +0.139 pp | 0.28% +0.143 pp | USD493.83 -0.7% | 8 qtrs — |
| 60 | ASSENAGON ASSET MANAGEMENT S.A. | 211.5K +79.6K (+60.3%) | 103.71M +38.9M (+60.1%) | 0.22% +0.088 pp | 0.14% +0.054 pp | USD508.31 -3.5% | 22 qtrs — |
| 61 | PRANA CAPITAL MANAGEMENT, LP | 207.0K +24.4K (+13.4%) | 101.50M +11.8M (+13.2%) | 0.22% +0.031 pp | 3.68% +0.691 pp | USD491.14 -0.2% | 2 qtrs — |
| 62 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 199.3K +10.8K (+5.7%) | 98.39M +5.8M (+6.3%) | 0.21% +0.017 pp | 0.07% +0.000 pp | USD332.96 +47.3% | 58 qtrs — |
| 63 | RHUMBLINE ADVISERS | 200.4K -7.8K (-3.8%) | 98.26M -4.0M (-3.9%) | 0.21% -0.002 pp | 0.08% -0.003 pp | USD144.05 +240.4% | 51 qtrs — |
| 64 | CIBC PRIVATE WEALTH GROUP, LLC | 195.5K -72.3K (-27.0%) | 95.85M -35.7M (-27.1%) | 0.21% -0.069 pp | 0.16% -0.063 pp | USD284.22 +72.5% | 48 qtrs — |
| 65 | RAYMOND JAMES FINANCIAL INC | 194.2K +7.4K (+3.9%) | 95.23M +3.4M (+3.7%) | 0.20% +0.013 pp | 0.03% +0.000 pp | USD530.91 -7.6% | 5 qtrs — |
| 66 | CAPTRUST FINANCIAL ADVISORS | 190.4K +4.5K (+2.4%) | 93.36M +2.1M (+2.3%) | 0.20% +0.010 pp | 0.18% -0.009 pp | USD402.60 +21.8% | 35 qtrs — |
| 67 | MAN GROUP PLC | 189.0K -87.8K (-31.7%) | 92.68M -43.3M (-31.8%) | 0.20% -0.085 pp | 0.16% -0.079 pp | USD486.09 +0.9% | 32 qtrs — |
| 68 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 180.3K +— (+0.0%) | 88.42M -164.1K (-0.2%) | 0.19% +0.005 pp | 0.05% -0.003 pp | USD121.48 +303.6% | 58 qtrs — |
| 69 | WELCH & FORBES LLC | 173.9K -1.0K (-0.6%) | 85.26M -652.5K (-0.8%) | 0.18% +0.004 pp | 1.03% -0.002 pp | USD124.46 +294.0% | 81 qtrs — |
| 70 | NATIONAL PENSION SERVICE | 165.5K +12.6K (+8.2%) | 81.17M +6.0M (+8.0%) | 0.17% +0.018 pp | 0.06% +0.002 pp | USD352.88 +39.0% | 46 qtrs — |
| 71 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 163.2K +1.2K (+0.8%) | 80.35M +751.7K (+0.9%) | 0.17% +0.006 pp | 0.13% -0.002 pp | USD530.65 -7.6% | 5 qtrs — |
| 72 | CANADA PENSION PLAN INVESTMENT BOARD | 162.9K -1.7K (-1.0%) | 79.88M -985.8K (-1.2%) | 0.17% +0.003 pp | 0.05% -0.003 pp | USD391.83 +25.1% | 52 qtrs — |
| 73 | FRANKLIN RESOURCES INC | 159.9K -10.0K (-5.9%) | 78.39M -5.0M (-6.0%) | 0.17% -0.006 pp | 0.02% -0.002 pp | USD373.76 +31.2% | 51 qtrs — |
| 74 | KBC GROUP NV | 150.6K +16.4K (+12.2%) | 73.85M +7.9M (+12.0%) | 0.16% +0.021 pp | 0.17% +0.010 pp | USD361.36 +35.7% | 68 qtrs — |
| 75 | — | 145.7K +145.7K (+100.0%) | 72.05M +72.0M (+100.0%) | 0.15% +0.154 pp | 0.20% +0.204 pp | USD490.34 +0.0% | 1 qtrs NEW |
| 76 | ALLIANCEBERNSTEIN L.P. | 142.6K -538.0 (-0.4%) | 69.92M -394.1K (-0.6%) | 0.15% +0.004 pp | 0.02% 0.000 pp | USD159.85 +206.8% | 61 qtrs — |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 140.8K -3.6K (-2.5%) | 69.02M -1.9M (-2.7%) | 0.15% +0.000 pp | 0.07% -0.004 pp | USD94.58 +418.4% | 52 qtrs — |
| 78 | BROWN ADVISORY INC | 133.1K -4.6K (-3.3%) | 65.25M -2.4M (-3.5%) | 0.14% -0.001 pp | 0.09% +0.003 pp | USD144.92 +238.4% | 56 qtrs — |
| 79 | WELLS FARGO & COMPANY/MN | 129.7K -827.0 (-0.6%) | 63.61M -524.6K (-0.8%) | 0.14% +0.003 pp | 0.01% -0.001 pp | USD145.76 +236.4% | 57 qtrs — |
| 80 | STERLING CAPITAL MANAGEMENT LLC | 128.1K -68.9K (-35.0%) | 62.81M -34.0M (-35.1%) | 0.14% -0.067 pp | 1.02% -0.396 pp | USD469.81 +4.4% | 6 qtrs — |
| 81 | RUSSELL INVESTMENTS GROUP, LTD. | 127.2K +20.0K (+18.7%) | 62.50M +9.7M (+18.4%) | 0.13% +0.024 pp | 0.07% +0.008 pp | USD351.90 +39.3% | 37 qtrs — |
| 82 | CAPITAL WORLD INVESTORS | 122.9K +5.6K (+4.8%) | 60.29M +2.6M (+4.6%) | 0.13% +0.009 pp | 0.01% +0.000 pp | USD431.74 +13.6% | 10 qtrs — |
| 83 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 121.1K +42.3K (+53.7%) | 59.36M +20.7M (+53.4%) | 0.13% +0.047 pp | 0.11% +0.031 pp | USD393.29 +24.7% | 32 qtrs — |
| 84 | TRUIST FINANCIAL CORP | 117.7K -14.3K (-10.8%) | 57.70M -7.1M (-11.0%) | 0.12% -0.011 pp | 0.08% -0.011 pp | USD291.49 +68.2% | 51 qtrs — |
| 85 | MIDWEST TRUST CO | 117.6K +6.6K (+5.9%) | 57.66M +3.1M (+5.7%) | 0.12% +0.010 pp | 0.72% +0.010 pp | USD530.40 -7.6% | 3 qtrs — |
| 86 | TREASURER OF THE STATE OF NORTH CAROLINA | 108.4K +3.0K (+2.8%) | 53.15M +1.4M (+2.6%) | 0.11% +0.006 pp | 0.17% +0.011 pp | USD369.81 +32.6% | 32 qtrs — |
| 87 | TUDOR INVESTMENT CORP ET AL | 107.2K +1.5K (+1.4%) | 52.55M +646.2K (+1.2%) | 0.11% +0.005 pp | 0.10% +0.008 pp | USD506.66 -3.2% | 7 qtrs — |
| 88 | CITADEL ADVISORS LLC | 103.1K -32.3K (-23.9%) | 50.54M -16.0M (-24.0%) | 0.11% -0.030 pp | 0.01% -0.003 pp | USD497.78 -1.5% | 6 qtrs — |
| 89 | NATIXIS ADVISORS, L.P. | 102.4K -10.0K (-8.9%) | 50.22M -5.0M (-9.1%) | 0.11% -0.007 pp | 0.07% -0.009 pp | USD226.33 +116.6% | 57 qtrs — |
| 90 | BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 101.9K +8.2K (+8.8%) | 49.96M +3.9M (+8.6%) | 0.11% +0.011 pp | 0.44% +0.026 pp | USD446.29 +9.9% | 16 qtrs — |
| 91 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 100.5K +36.3K (+56.4%) | 49.29M +17.7M (+56.2%) | 0.11% +0.040 pp | 0.17% +0.067 pp | USD490.92 -0.1% | 21 qtrs — |
| 92 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 96.2K -90.6K (-48.5%) | 47.16M -44.6M (-48.6%) | 0.10% -0.090 pp | 0.08% -0.087 pp | USD490.14 +0.0% | 22 qtrs — |
| 93 | KOREA INVESTMENT CORP | 93.1K +3.2K (+3.6%) | 45.66M +1.5M (+3.4%) | 0.10% +0.006 pp | 0.09% -0.001 pp | USD361.29 +35.7% | 53 qtrs — |
| 94 | ABRDN PLC | 93.0K -1.3K (-1.4%) | 45.62M -1.5M (-3.2%) | 0.10% +0.001 pp | 0.07% -0.004 pp | USD339.94 +44.2% | 34 qtrs — |
| 95 | MITSUBISHI UFJ TRUST & BANKING CORP | 93.0K -7.1K (-7.1%) | 45.62M -3.6M (-7.3%) | 0.10% -0.005 pp | 0.11% +0.000 pp | USD339.65 +44.4% | 67 qtrs — |
| 96 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 89.9K -767.0 (-0.8%) | 44.08M -458.0K (-1.0%) | 0.09% +0.002 pp | 0.09% -0.001 pp | USD102.42 +378.8% | 51 qtrs — |
| 97 | DANSKE BANK A/S | 88.7K +28.4K (+47.2%) | 43.51M +13.9M (+46.9%) | 0.09% +0.032 pp | 0.10% +0.028 pp | USD457.52 +7.2% | 8 qtrs — |
| 98 | BANK OF NOVA SCOTIA | 87.4K +61.2K (+234.0%) | 42.86M +30.0M (+233.4%) | 0.09% +0.065 pp | 0.06% +0.041 pp | USD483.47 +1.4% | 52 qtrs — |
| 99 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 84.8K -8.3K (-8.9%) | 41.61M -4.9M (-10.5%) | 0.09% -0.006 pp | 0.07% +0.006 pp | USD229.92 +113.3% | 63 qtrs — |
| 100 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 84.8K -4.5K (-5.1%) | 41.57M -2.3M (-5.2%) | 0.09% -0.002 pp | 0.07% -0.003 pp | USD127.18 +285.5% | 51 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2031-01-29 | Berman Walter Stanley | Officer | A-Award | A | Common Stock | 6,630 | 0.00 | — | 23,558 | — | ↗ |
| 2026-05-14 | Smyth Gerard P. | Officer | M-Exempt | A | Common Stock | 2,221 | 165.41 | 367.4K | 13,795 | D | ↗ |
| 2026-05-08 | Sharpe Robert Francis JR | Director | S-Sale | D | Common Stock | 1,200 | 465.83 | 559.0K | 6,300 | I | ↗ |
| 2026-04-29 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Annual) | 442 | 0.00 | — | 9,708 | D | ↗ |
| 2026-04-29 | Shea Brian T | Director | A-Award | A | Phantom Stock (Annual) | 442 | 0.00 | — | 5,863 | D | ↗ |
| 2026-04-29 | Sharpe Robert Francis JR | Director | A-Award | A | Phantom Stock (Annual) | 442 | 0.00 | — | 40,092 | D | ↗ |
| 2026-04-29 | PELLETIER LIANE J | Director | A-Award | A | Phantom Stock (Annual) | 442 | 0.00 | — | 625 | D | ↗ |
| 2026-04-29 | NEAL BLIXT DIANNE | Director | A-Award | A | Phantom Stock (Annual) | 442 | 0.00 | — | 13,123 | D | ↗ |
| 2026-04-29 | DiGeso Amy | Director | A-Award | A | Phantom Stock (Annual) | 442 | 0.00 | — | 13,123 | D | ↗ |
| 2026-04-29 | BRYAN GLYNIS | Director | A-Award | A | Phantom Stock (Annual) | 442 | 0.00 | — | 961 | D | ↗ |
| 2026-04-28 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 43 | 0.00 | — | 3,875 | D | ↗ |
| 2026-02-10 | TRUSCOTT WILLIAM F | Officer | S-Sale | D | Common Stock | 5,000 | 532.08 | 2.66M | 12,149 | I | ↗ |
| 2026-02-09 | Alvero Gumer | Officer | M-Exempt | A | Common Stock | 4,865 | 126.89 | 617.3K | 14,229 | D | ↗ |
| 2026-02-06 | Brockman Dawn M. | Officer | A-Award | A | Phantom Stock | 9 | 0.00 | — | 300 | D | ↗ |
| 2026-02-05 | Berman Walter Stanley | Officer | S-Sale | D | Common Stock | 7,000 | 544.22 | 3.81M | 5,609 | D | ↗ |
| 2026-02-04 | CRACCHIOLO JAMES M | Director / Officer | S-Sale | D | Common Stock | 6,886 | 545.04 | 3.75M | 128,039 | D | ↗ |
| 2026-02-03 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 39 | 0.00 | — | 3,819 | D | ↗ |
| 2026-02-03 | PELLETIER LIANE J | Director | A-Award | A | Phantom Stock (Annual) | 182 | 0.00 | — | 182 | D | ↗ |
| 2026-02-02 | TRUSCOTT WILLIAM F | Officer | A-Award | A | Employee Stock Option (right to buy) | 8,288 | 532.18 | 4.41M | 8,288 | D | ↗ |
| 2026-02-02 | Sweeney Joseph Edward | Officer | A-Award | A | Employee Stock Option (right to buy) | 5,561 | 532.18 | 2.96M | 5,561 | D | ↗ |
| 2026-02-02 | Smyth Gerard P. | Officer | A-Award | A | Employee Stock Option (right to buy) | 3,315 | 532.18 | 1.76M | 3,315 | D | ↗ |
| 2026-02-02 | MELLOH HEATHER J. | Officer | A-Award | A | Common Stock | 583 | 0.00 | — | 2,991 | D | ↗ |
| 2026-02-02 | Davies William | Officer | A-Award | A | Common Stock | 529 | 0.00 | — | 14,529 | D | ↗ |
| 2026-02-02 | CRACCHIOLO JAMES M | Director / Officer | A-Award | A | Common Stock | 11,988 | 0.00 | — | 156,446 | D | ↗ |
| 2026-02-02 | Brockman Dawn M. | Officer | A-Award | A | Employee Stock Option (right to buy) | 339 | 532.18 | 180.4K | 339 | D | ↗ |
| 2026-02-02 | Berman Walter Stanley | Officer | A-Award | A | Employee Stock Option (right to buy) | 9,117 | 532.18 | 4.85M | 9,117 | D | ↗ |
| 2026-02-02 | Alvero Gumer | Officer | A-Award | A | Employee Stock Option (right to buy) | 1,326 | 532.18 | 705.7K | 1,326 | D | ↗ |
| 2026-01-31 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 345 | 527.19 | 181.9K | 2,258 | D | ↗ |
| 2026-01-31 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 235 | 527.19 | 123.9K | 9,756 | D | ↗ |
| 2026-01-31 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 136 | 527.19 | 71.7K | 10,560 | D | ↗ |
| 2026-01-31 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 46 | 527.19 | 24.3K | 2,408 | D | ↗ |
| 2026-01-31 | Davies William | Officer | D-Return | D | Common Stock | 78 | 527.19 | 41.2K | 14,000 | D | ↗ |
| 2026-01-31 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 1,729 | 527.19 | 911.5K | 144,458 | D | ↗ |
| 2026-01-31 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 20 | 527.19 | 10.5K | 991 | D | ↗ |
| 2026-01-31 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 423 | 527.19 | 223.0K | 9,819 | D | ↗ |
| 2026-01-31 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 32 | 527.19 | 16.9K | 5,531 | D | ↗ |
| 2026-01-27 | TRUSCOTT WILLIAM F | Officer | A-Award | A | Common Stock | 8,661 | 0.00 | — | 11,631 | D | ↗ |
| 2026-01-27 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 201 | 498.33 | 100.2K | 6,994 | D | ↗ |
| 2026-01-27 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 97 | 498.33 | 48.3K | 8,924 | D | ↗ |
| 2026-01-27 | MELLOH HEATHER J. | Officer | A-Award | A | Common Stock | 999 | 0.00 | — | 3,990 | D | ↗ |
| 2026-01-27 | Davies William | Officer | D-Return | D | Common Stock | 935 | 498.33 | 465.9K | 14,078 | D | ↗ |
| 2026-01-27 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 2,192 | 498.33 | 1.09M | 128,829 | D | ↗ |
| 2026-01-27 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 22 | 498.33 | 11.0K | 1,011 | D | ↗ |
| 2026-01-27 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 429 | 498.33 | 213.8K | 5,351 | D | ↗ |
| 2026-01-27 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 36 | 498.33 | 17.9K | 4,790 | D | ↗ |
| 2026-01-26 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 292 | 500.53 | 146.2K | 3,989 | D | ↗ |
| 2026-01-26 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 206 | 500.53 | 103.1K | 7,195 | D | ↗ |
| 2026-01-26 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 114 | 500.53 | 57.1K | 9,021 | D | ↗ |
| 2026-01-26 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 66 | 500.53 | 33.0K | 2,496 | D | ↗ |
| 2026-01-26 | Davies William | Officer | D-Return | D | Common Stock | 98 | 500.53 | 49.1K | 13,125 | D | ↗ |
| 2026-01-26 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 1,731 | 500.53 | 866.4K | 131,021 | D | ↗ |
| 2026-01-26 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 22 | 500.53 | 11.0K | 1,033 | D | ↗ |
| 2026-01-26 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 387 | 500.53 | 193.7K | 5,780 | D | ↗ |
| 2026-01-26 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 40 | 500.53 | 20.0K | 4,826 | D | ↗ |
| 2025-11-21 | Sharpe Robert Francis JR | Director | S-Sale | D | Common Stock | 1,500 | 450.95 | 676.4K | 7,500 | I | ↗ |
| 2025-11-12 | PELLETIER LIANE J | Director | — | — | Common Stock | 0 | 0.00 | — | 200 | D | ↗ |
| 2025-11-04 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 46 | 0.00 | — | 3,766 | D | ↗ |
| 2025-11-04 | BRYAN GLYNIS | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 69 | 0.00 | — | 219 | D | ↗ |
| 2025-09-04 | MELLOH HEATHER J. | Officer | S-Sale | D | Common Stock | 1,500 | 512.34 | 768.5K | 2,562 | D | ↗ |
| 2025-08-19 | TRUSCOTT WILLIAM F | Officer | M-Exempt | A | Common Stock | 28,546 | 165.41 | 4.72M | 33,368 | D | ↗ |
| 2025-08-13 | Sharpe Robert Francis JR | Director | G-Gift | D | Common Stock | 98 | 0.00 | — | 202 | I | ↗ |
| 2025-07-29 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 40 | 0.00 | — | 3,709 | D | ↗ |
| 2025-07-29 | BRYAN GLYNIS | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 60 | 0.00 | — | 149 | D | ↗ |
| 2025-07-10 | TRUSCOTT WILLIAM F | Officer | M-Exempt | D | Phantom Stock | 530 | 0.00 | — | 1,017 | D | ↗ |
| 2025-07-10 | Sweeney Joseph Edward | Officer | M-Exempt | A | Common Stock | 309 | 0.00 | — | 7,546 | D | ↗ |
| 2025-07-10 | Smyth Gerard P. | Officer | M-Exempt | A | Common Stock | 204 | 0.00 | — | 9,224 | D | ↗ |
| 2025-07-10 | Brockman Dawn M. | Officer | M-Exempt | D | Phantom Stock | 26 | 0.00 | — | 289 | D | ↗ |
| 2025-04-30 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Annual) | 446 | 0.00 | — | 9,144 | D | ↗ |
| 2025-04-30 | WALTER W EDWARD | Director | A-Award | A | Phantom Stock (Annual) | 446 | 0.00 | — | 6,716 | D | ↗ |
| 2025-04-30 | Shea Brian T | Director | A-Award | A | Phantom Stock (Annual) | 446 | 0.00 | — | 5,350 | D | ↗ |
| 2025-04-30 | Sharpe Robert Francis JR | Director | A-Award | A | Phantom Stock (Annual) | 446 | 0.00 | — | 39,131 | D | ↗ |
| 2025-04-30 | NEAL BLIXT DIANNE | Director | A-Award | A | Phantom Stock (Annual) | 446 | 0.00 | — | 12,515 | D | ↗ |
| 2025-04-30 | DiGeso Amy | Director | A-Award | A | Phantom Stock (Annual) | 446 | 0.00 | — | 12,515 | D | ↗ |
| 2025-04-30 | BRYAN GLYNIS | Director | A-Award | A | Phantom Stock (Annual) | 446 | 0.00 | — | 512 | D | ↗ |
| 2025-04-29 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 44 | 0.00 | — | 3,658 | D | ↗ |
| 2025-04-29 | BRYAN GLYNIS | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 89 | 0.00 | — | 89 | D | ↗ |
| 2025-03-01 | BRYAN GLYNIS | Director | — | — | Common Stock | 0 | 0.00 | — | 200 | I | ↗ |
| 2025-02-19 | Sweeney Joseph Edward | Officer | S-Sale | D | Common Stock | 4,636 | 539.07 | 2.50M | 7,237 | D | ↗ |
| 2025-02-18 | Sharpe Robert Francis JR | Director | S-Sale | D | Common Stock | 1,000 | 551.44 | 551.4K | 9,000 | I | ↗ |
| 2025-02-18 | Berman Walter Stanley | Officer | S-Sale | D | Common Stock | 4,000 | 550.71 | 2.20M | 6,167 | D | ↗ |
| 2025-02-12 | Sharpe Robert Francis JR | Director | S-Sale | D | Common Stock | 1,000 | 523.13 | 523.1K | 10,000 | I | ↗ |
| 2025-02-07 | TRUSCOTT WILLIAM F | Officer | A-Award | A | Phantom Stock | 282 | 0.00 | — | 1,537 | D | ↗ |
| 2025-02-07 | Sweeney Joseph Edward | Officer | A-Award | A | Phantom Stock | 221 | 0.00 | — | 1,075 | D | ↗ |
| 2025-02-07 | Smyth Gerard P. | Officer | A-Award | A | Phantom Stock | 146 | 0.00 | — | 1,085 | D | ↗ |
| 2025-02-07 | MELLOH HEATHER J. | Officer | A-Award | A | Phantom Stock | 111 | 0.00 | — | 471 | D | ↗ |
| 2025-02-07 | CRACCHIOLO JAMES M | Director / Officer | A-Award | A | Phantom Stock | 789 | 0.00 | — | 104,309 | D | ↗ |
| 2025-02-07 | Brockman Dawn M. | Officer | A-Award | A | Phantom Stock | 27 | 0.00 | — | 313 | D | ↗ |
| 2025-02-07 | Berman Walter Stanley | Officer | A-Award | A | Phantom Stock | 309 | 0.00 | — | 31,939 | D | ↗ |
| 2025-02-07 | Alvero Gumer | Officer | A-Award | A | Phantom Stock | 87 | 0.00 | — | 2,533 | D | ↗ |
| 2025-02-06 | TRUSCOTT WILLIAM F | Officer | S-Sale | D | Common Stock | 6,000 | 540.29 | 3.24M | 14,023 | I | ↗ |
| 2025-02-03 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 38 | 0.00 | — | 3,604 | D | ↗ |
| 2025-01-31 | TRUSCOTT WILLIAM F | Officer | A-Award | A | Common Stock | 2,136 | 0.00 | — | 8,433 | D | ↗ |
| 2025-01-31 | Sweeney Joseph Edward | Officer | A-Award | A | Employee Stock Option (right to buy) | 4,195 | 543.46 | 2.28M | 4,195 | D | ↗ |
| 2025-01-31 | Smyth Gerard P. | Officer | A-Award | A | Employee Stock Option (right to buy) | 2,517 | 543.46 | 1.37M | 2,517 | D | ↗ |
| 2025-01-31 | MELLOH HEATHER J. | Officer | A-Award | A | Common Stock | 447 | 0.00 | — | 4,061 | D | ↗ |
| 2025-01-31 | Davies William | Officer | A-Award | A | Common Stock | 493 | 0.00 | — | 13,223 | D | ↗ |
| 2025-01-31 | CRACCHIOLO JAMES M | Director / Officer | A-Award | A | Common Stock | 10,140 | 0.00 | — | 181,780 | D | ↗ |
| 2025-01-31 | Brockman Dawn M. | Officer | A-Award | A | Common Stock | 159 | 0.00 | — | 1,039 | D | ↗ |
| 2025-01-31 | Berman Walter Stanley | Officer | A-Award | A | Employee Stock Option (right to buy) | 6,991 | 543.46 | 3.80M | 6,991 | D | ↗ |
| 2025-01-31 | Alvero Gumer | Officer | A-Award | A | Employee Stock Option (right to buy) | 908 | 543.46 | 493.5K | 908 | D | ↗ |
| 2025-01-28 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 5,843 | 571.84 | 3.34M | 6,297 | D | ↗ |
| 2025-01-28 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 3,386 | 571.84 | 1.94M | 8,456 | D | ↗ |
| 2025-01-28 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 1,305 | 571.84 | 746.3K | 5,274 | D | ↗ |
| 2025-01-28 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 27 | 571.84 | 15.4K | 3,614 | D | ↗ |
| 2025-01-28 | Davies William | Officer | F-InKind | D | Common Stock | 448 | 571.84 | 256.4K | 12,730 | D | ↗ |
| 2025-01-28 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 21,576 | 571.84 | 12.34M | 171,640 | D | ↗ |
| 2025-01-28 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 22 | 571.84 | 12.6K | 880 | D | ↗ |
| 2025-01-28 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 7,406 | 571.84 | 4.24M | 11,255 | D | ↗ |
| 2025-01-28 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 49 | 571.84 | 28.0K | 4,544 | D | ↗ |
| 2025-01-27 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 469 | 561.38 | 263.3K | 7,429 | D | ↗ |
| 2025-01-27 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 221 | 561.38 | 124.1K | 5,385 | D | ↗ |
| 2025-01-27 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 96 | 561.38 | 53.9K | 3,645 | D | ↗ |
| 2025-01-27 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 41 | 561.38 | 23.0K | 3,641 | D | ↗ |
| 2025-01-27 | Davies William | Officer | F-InKind | D | Common Stock | 114 | 561.38 | 63.9K | 13,178 | D | ↗ |
| 2025-01-27 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 2,192 | 561.38 | 1.23M | 155,058 | D | ↗ |
| 2025-01-27 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 21 | 561.38 | 11.8K | 902 | D | ↗ |
| 2025-01-27 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 573 | 561.38 | 321.7K | 5,452 | D | ↗ |
| 2025-01-27 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 36 | 561.38 | 20.2K | 4,593 | D | ↗ |
| 2025-01-26 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 290 | 563.58 | 163.4K | 8,448 | D | ↗ |
| 2025-01-26 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 205 | 563.58 | 115.5K | 5,606 | D | ↗ |
| 2025-01-26 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 111 | 563.58 | 62.6K | 3,741 | D | ↗ |
| 2025-01-26 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 66 | 563.58 | 37.2K | 3,682 | D | ↗ |
| 2025-01-26 | Davies William | Officer | F-InKind | D | Common Stock | 97 | 563.58 | 54.4K | 13,292 | D | ↗ |
| 2025-01-26 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 1,762 | 563.58 | 993.0K | 157,250 | D | ↗ |
| 2025-01-26 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 22 | 563.58 | 12.4K | 923 | D | ↗ |
| 2025-01-26 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 384 | 563.58 | 216.4K | 6,025 | D | ↗ |
| 2025-01-26 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 40 | 563.58 | 22.5K | 4,629 | D | ↗ |
| 2024-11-13 | MELLOH HEATHER J. | Officer | M-Exempt | A | Common Stock | 698 | 165.41 | 115.5K | 4,164 | D | ↗ |
| 2024-11-11 | CRACCHIOLO JAMES M | Director / Officer | S-Sale | D | Common Stock | 8,638 | 563.44 | 4.87M | 159,012 | D | ↗ |
| 2024-11-11 | Berman Walter Stanley | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 25,000 | 165.41 | 4.14M | 10,905 | D | ↗ |
| 2024-11-08 | TRUSCOTT WILLIAM F | Officer | G-Gift | D | Common Stock | 770 | 0.00 | — | 12,634 | I | ↗ |
| 2024-11-08 | Sweeney Joseph Edward | Officer | M-Exempt | A | Common Stock | 24,485 | 126.89 | 3.11M | 31,646 | D | ↗ |
| 2024-11-06 | Brockman Dawn M. | Officer | S-Sale | D | Common Stock | 350 | 560.12 | 196.0K | 945 | D | ↗ |
| 2024-10-31 | Alvero Gumer | Officer | S-Sale | D | Common Stock | 2,325 | 516.05 | 1.20M | 4,669 | D | ↗ |
| 2024-10-28 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 60 | 0.00 | — | 3,557 | D | ↗ |
| 2024-08-30 | Davies William | Officer | S-Sale | D | Common Stock | 8,700 | 442.07 | 3.85M | 13,199 | — | ↗ |
| 2024-08-28 | TRUSCOTT WILLIAM F | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 39,323 | 126.89 | 4.99M | 0 | — | ↗ |
| 2024-07-31 | Sharpe Robert Francis JR | Director | G-Gift | D | Common Stock | 250 | 0.00 | — | 300 | — | ↗ |
| 2024-07-29 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 72 | 0.00 | — | 3,484 | — | ↗ |
| 2024-07-11 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 232 | 439.82 | 101.8K | 9,281 | — | ↗ |
| 2024-07-11 | Sweeney Joseph Edward | Officer | M-Exempt | A | Common Stock | 311 | 0.00 | — | 7,311 | — | ↗ |
| 2024-07-11 | Smyth Gerard P. | Officer | M-Exempt | A | Common Stock | 116 | 0.00 | — | 3,903 | — | ↗ |
| 2024-07-11 | Brockman Dawn M. | Officer | M-Exempt | D | Phantom Stock | 11 | 0.00 | — | 284 | — | ↗ |
| 2024-05-16 | Sharpe Robert Francis JR | Director | S-Sale | D | Common Stock | 1,500 | 438.07 | 657.1K | 11,000 | — | ↗ |
| 2024-04-25 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 75 | 0.00 | — | 3,401 | — | ↗ |
| 2024-04-24 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Annual) | 460 | 0.00 | — | 8,593 | — | ↗ |
| 2024-04-24 | WALTER W EDWARD | Director | A-Award | A | Phantom Stock (Annual) | 460 | 0.00 | — | 6,194 | — | ↗ |
| 2024-04-24 | Shea Brian T | Director | A-Award | A | Phantom Stock (Annual) | 460 | 0.00 | — | 4,845 | — | ↗ |
| 2024-04-24 | Sharpe Robert Francis JR | Director | A-Award | A | Phantom Stock (Annual) | 460 | 0.00 | — | 38,216 | — | ↗ |
| 2024-04-24 | Pimentel Armando Jr | Director | A-Award | A | Phantom Stock (Annual) | 460 | 0.00 | — | 1,501 | — | ↗ |
| 2024-04-24 | NEAL BLIXT DIANNE | Director | A-Award | A | Phantom Stock (Annual) | 460 | 0.00 | — | 11,922 | — | ↗ |
| 2024-04-24 | DiGeso Amy | Director | A-Award | A | Phantom Stock (Annual) | 460 | 0.00 | — | 11,922 | — | ↗ |
| 2024-03-27 | Alvero Gumer | Officer | M-Exempt | A | Common Stock | 4,235 | 123.37 | 522.5K | 11,229 | — | ↗ |
| 2024-03-26 | Brockman Dawn M. | Officer | M-Exempt | A | Common Stock | 461 | 128.76 | 59.4K | 1,749 | — | ↗ |
| 2024-02-28 | TRUSCOTT WILLIAM F | Officer | S-Sale | D | Common Stock | 8,000 | 412.05 | 3.30M | 13,134 | — | ↗ |
| 2024-02-26 | Smyth Gerard P. | Officer | M-Exempt | A | Common Stock | 3,433 | 126.89 | 435.6K | 12,598 | — | ↗ |
| 2024-02-26 | CRACCHIOLO JAMES M | Director / Officer | S-Sale | D | Common Stock | 5,000 | 408.63 | 2.04M | 159,012 | — | ↗ |
| 2024-02-23 | CRACCHIOLO JAMES M | Director / Officer | S-Sale | D | Common Stock | 5,000 | 407.16 | 2.04M | 164,012 | — | ↗ |
| 2024-02-22 | CRACCHIOLO JAMES M | Director / Officer | S-Sale | D | Common Stock | 3,972 | 400.74 | 1.59M | 177,040 | — | ↗ |
| 2024-02-22 | Alvero Gumer | Officer | S-Sale | D | Common Stock | 385 | 400.98 | 154.4K | 6,994 | — | ↗ |
| 2024-02-20 | CRACCHIOLO JAMES M | Director / Officer | S-Sale | D | Common Stock | 4,298 | 397.22 | 1.71M | 181,012 | — | ↗ |
| 2024-02-16 | CRACCHIOLO JAMES M | Director / Officer | S-Sale | D | Common Stock | 10,002 | 399.66 | 4.00M | 186,310 | — | ↗ |
| 2024-02-12 | Sweeney Joseph Edward | Officer | S-Sale | D | Common Stock | 7,200 | 401.82 | 2.89M | 7,000 | — | ↗ |
| 2024-02-12 | CRACCHIOLO JAMES M | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 39,834 | 179.84 | 7.16M | 0 | — | ↗ |
| 2024-02-09 | TRUSCOTT WILLIAM F | Officer | A-Award | A | Phantom Stock | 340 | 0.00 | — | 1,737 | — | ↗ |
| 2024-02-09 | Sweeney Joseph Edward | Officer | A-Award | A | Phantom Stock | 257 | 0.00 | — | 1,152 | — | ↗ |
| 2024-02-09 | Smyth Gerard P. | Officer | A-Award | A | Phantom Stock | 171 | 0.00 | — | 1,042 | — | ↗ |
| 2024-02-09 | MELLOH HEATHER J. | Officer | A-Award | A | Phantom Stock | 113 | 0.00 | — | 356 | — | ↗ |
| 2024-02-09 | CRACCHIOLO JAMES M | Director / Officer | A-Award | A | Phantom Stock | 1,055 | 0.00 | — | 102,208 | — | ↗ |
| 2024-02-09 | Brockman Dawn M. | Officer | A-Award | A | Phantom Stock | 31 | 0.00 | — | 293 | — | ↗ |
| 2024-02-09 | Berman Walter Stanley | Officer | A-Award | A | Phantom Stock | 407 | 0.00 | — | 31,230 | — | ↗ |
| 2024-02-09 | Alvero Gumer | Officer | A-Award | A | Phantom Stock | 107 | 0.00 | — | 2,415 | — | ↗ |
| 2024-02-08 | TRUSCOTT WILLIAM F | Officer | G-Gift | D | Common Stock | 2,600 | 0.00 | — | 21,134 | — | ↗ |
| 2024-02-07 | Berman Walter Stanley | Officer | S-Sale | D | Common Stock | 2,088 | 387.24 | 808.6K | 17,667 | — | ↗ |
| 2024-02-06 | Sharpe Robert Francis JR | Director | S-Sale | D | Common Stock | 4,000 | 386.60 | 1.55M | 12,500 | — | ↗ |
| 2024-01-29 | WILLIAMS CHRISTOPHER J | Director | A-Award | A | Phantom Stock (Retainer Deferral) | 79 | 0.00 | — | 3,315 | — | ↗ |
| 2024-01-29 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 9,008 | 393.11 | 3.54M | 9,281 | — | ↗ |
| 2024-01-29 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 13,074 | 389.20 | 5.09M | 14,567 | — | ↗ |
| 2024-01-29 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 940 | 393.11 | 369.5K | 5,966 | — | ↗ |
| 2024-01-29 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 43 | 393.11 | 16.9K | 3,466 | — | ↗ |
| 2024-01-29 | Davies William | Officer | F-InKind | D | Common Stock | 547 | 393.11 | 214.9K | 21,899 | — | ↗ |
| 2024-01-29 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 30,262 | 393.11 | 11.90M | 188,336 | — | ↗ |
| 2024-01-29 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 32 | 393.11 | 12.6K | 1,288 | — | ↗ |
| 2024-01-29 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 12,087 | 393.11 | 4.75M | 19,755 | — | ↗ |
| 2024-01-29 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 62 | 393.11 | 24.4K | 7,379 | — | ↗ |
| 2024-01-28 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 521 | 391.40 | 203.9K | 11,024 | — | ↗ |
| 2024-01-28 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 313 | 391.40 | 122.5K | 9,421 | — | ↗ |
| 2024-01-28 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 86 | 391.40 | 33.7K | 4,493 | — | ↗ |
| 2024-01-28 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 32 | 391.40 | 12.5K | 3,509 | — | ↗ |
| 2024-01-28 | Davies William | Officer | F-InKind | D | Common Stock | 442 | 391.40 | 173.1K | 22,445 | — | ↗ |
| 2024-01-28 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 2,057 | 391.40 | 805.1K | 165,092 | — | ↗ |
| 2024-01-28 | Brockman Dawn M. | Officer | F-InKind | D | Common Stock | 21 | 391.40 | 8.2K | 1,320 | — | ↗ |
| 2024-01-28 | Berman Walter Stanley | Officer | F-InKind | D | Common Stock | 458 | 391.40 | 179.3K | 10,298 | — | ↗ |
| 2024-01-28 | Alvero Gumer | Officer | F-InKind | D | Common Stock | 50 | 391.40 | 19.6K | 7,441 | — | ↗ |
| 2024-01-27 | TRUSCOTT WILLIAM F | Officer | F-InKind | D | Common Stock | 469 | 391.40 | 183.6K | 12,156 | — | ↗ |
| 2024-01-27 | Sweeney Joseph Edward | Officer | F-InKind | D | Common Stock | 208 | 391.40 | 81.4K | 9,734 | — | ↗ |
| 2024-01-27 | Smyth Gerard P. | Officer | F-InKind | D | Common Stock | 96 | 391.40 | 37.6K | 4,579 | — | ↗ |
| 2024-01-27 | MELLOH HEATHER J. | Officer | F-InKind | D | Common Stock | 43 | 391.40 | 16.8K | 3,541 | — | ↗ |
| 2024-01-27 | Davies William | Officer | F-InKind | D | Common Stock | 112 | 391.40 | 43.7K | 22,888 | — | ↗ |
| 2024-01-27 | CRACCHIOLO JAMES M | Director / Officer | F-InKind | D | Common Stock | 1,808 | 391.40 | 707.7K | 167,149 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2024 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.25M | — | 4.64M | 3.36M | 8.50M | 729.4K | 28.14M | 28.43% | ↗ |
| 2 | 2024 | Walter S. Berman Executive Vice President, Chief Financial Officer | 675.0K | — | 1.22M | 1.04M | 3.33M | 199.3K | 9.49M | 23.70% | ↗ |
| 3 | 2024 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 978.8K | 833.8K | 3.04M | 251.5K | 7.96M | 22.76% | ↗ |
| 4 | 2024 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 644.2K | — | 695.3K | 592.3K | 2.38M | 146.6K | 6.13M | 21.01% | ↗ |
| 5 | 2024 | William Davies Executive Vice President Global Chief Investment Officer | 813.7K | — | 237.7K | 202.5K | 2.32M | 34.1K | 4.43M | 9.93% | ↗ |
| 6 | 2023 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.24M | — | 4.64M | 3.36M | 8.38M | 825.0K | 28.38M | 28.19% | ↗ |
| 7 | 2023 | Walter S. Berman Executive Vice President, Chief Financial Officer | 675.0K | — | 1.22M | 1.04M | 3.23M | 183.3K | 9.46M | 23.78% | ↗ |
| 8 | 2023 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 1.05M | 897.0K | 2.70M | 180.7K | 7.93M | 24.58% | ↗ |
| 9 | 2023 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 600.0K | — | 675.0K | 575.0K | 2.04M | 121.2K | 5.73M | 21.83% | ↗ |
| 10 | 2023 | William Davies Executive Vice President Global Chief Investment Officer | 828.5K | — | 242.0K | 206.1K | 2.06M | 31.5K | 4.17M | 10.75% | ↗ |
| 11 | 2022 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 3.77M | 2.73M | 8.13M | 697.6K | 22.85M | 28.45% | ↗ |
| 12 | 2022 | Walter S. Berman Executive Vice President, Chief Financial Officer | 675.0K | — | 1.22M | 1.04M | 3.09M | 177.4K | 8.78M | 25.62% | ↗ |
| 13 | 2022 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 1.01M | 862.5K | 2.61M | 224.8K | 7.26M | 25.83% | ↗ |
| 14 | 2022 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 600.0K | — | 594.0K | 506.0K | 1.95M | 113.9K | 4.86M | 22.62% | ↗ |
| 15 | 2022 | William Davies Executive Vice President Global Chief Investment Officer | 785.8K | — | 813.4K | — | 2.04M | 26.0K | 3.66M | 22.19% | ↗ |
| 16 | 2021 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 3.51M | 2.54M | 6.77M | 1.33M | 21.23M | 28.50% | ↗ |
| 17 | 2021 | Walter S. Berman Executive Vice President, Chief Financial Officer | 675.0K | — | 1.31M | 1.13M | 3.33M | 832.3K | 9.71M | 25.11% | ↗ |
| 18 | 2021 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 1.03M | 886.0K | 3.06M | 301.5K | 7.88M | 24.38% | ↗ |
| 19 | 2021 | Colin Moore Former Executive Vice President and Global Chief Investment Officer | 475.0K | — | 911.0K | 781.0K | 3.00M | 137.3K | 7.00M | 24.18% | ↗ |
| 20 | 2021 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 594.2K | — | 640.0K | 549.0K | 1.79M | 249.3K | 5.01M | 23.75% | ↗ |
| 21 | 2020 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 3.39M | 2.46M | 5.61M | 2.46M | 20.79M | 28.13% | ↗ |
| 22 | 2020 | Walter S. Berman Executive Vice President, Chief Financial Officer and Chief Risk Officer | 675.0K | — | 1.32M | 1.13M | 2.62M | 996.4K | 9.20M | 26.66% | ↗ |
| 23 | 2020 | Walter S. Berman Executive Vice President, Chief Financial Officer | 675.0K | — | 1.32M | 1.13M | 2.62M | 996.4K | 9.20M | 26.66% | ↗ |
| 24 | 2020 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 1.05M | 900.0K | 2.07M | 691.3K | 7.33M | 26.59% | ↗ |
| 25 | 2020 | Colin Moore Former Executive Vice President and Global Chief Investment Officer | 475.0K | — | 911.0K | 781.0K | 1.82M | 272.4K | 5.96M | 28.41% | ↗ |
| 26 | 2020 | Colin Moore Executive Vice President and Global Chief Investment Officer | 475.0K | — | 911.0K | 781.0K | 1.82M | 272.4K | 5.96M | 28.41% | ↗ |
| 27 | 2020 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 550.0K | — | 652.0K | 559.0K | 1.28M | 585.2K | 4.84M | 25.04% | ↗ |
| 28 | 2019 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 4.26M | 3.19M | 5.81M | 2.80M | 24.53M | 30.36% | ↗ |
| 29 | 2019 | Walter S. Berman Executive Vice President, Chief Financial Officer and Chief Risk Officer | 675.0K | — | 1.44M | 1.23M | 2.64M | 980.6K | 9.64M | 27.72% | ↗ |
| 30 | 2019 | Walter S. Berman Executive Vice President and Chief Financial Officer | 675.0K | — | 1.44M | 1.23M | 2.64M | 980.6K | 9.64M | 27.72% | ↗ |
| 31 | 2019 | Walter S. Berman Executive Vice President, Chief Financial Officer | 675.0K | — | 1.44M | 1.23M | 2.64M | 980.6K | 9.64M | 27.72% | ↗ |
| 32 | 2019 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 1.13M | 970.0K | 2.10M | 746.2K | 7.73M | 27.21% | ↗ |
| 33 | 2019 | Colin Moore Former Executive Vice President and Global Chief Investment Officer | 475.0K | — | 993.0K | 852.0K | 1.82M | 297.8K | 6.28M | 29.36% | ↗ |
| 34 | 2019 | Colin Moore Executive Vice President and Global Chief Investment Officer | 475.0K | — | 993.0K | 852.0K | 1.82M | 297.8K | 6.28M | 29.36% | ↗ |
| 35 | 2019 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 550.0K | — | 704.0K | 604.0K | 1.30M | 644.6K | 5.11M | 25.57% | ↗ |
| 36 | 2018 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 4.20M | 4.20M | 6.39M | 1.60M | 25.79M | 32.54% | ↗ |
| 37 | 2018 | Walter S. Berman Executive Vice President and Chief Financial Officer | 675.0K | — | 1.41M | 1.41M | 2.88M | 863.6K | 10.07M | 28.08% | ↗ |
| 38 | 2018 | Walter S. Berman Executive Vice President, Chief Financial Officer and Chief Risk Officer | 675.0K | — | 1.41M | 1.41M | 2.88M | 863.6K | 10.07M | 28.08% | ↗ |
| 39 | 2018 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 1.08M | 1.08M | 2.27M | 240.2K | 7.52M | 28.85% | ↗ |
| 40 | 2018 | Colin Moore Executive Vice President and Global Chief Investment Officer | 475.0K | — | 979.0K | 979.0K | 1.99M | 156.2K | 6.53M | 29.97% | ↗ |
| 41 | 2018 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 550.0K | — | 638.0K | 638.0K | 1.41M | 266.7K | 4.78M | 26.72% | ↗ |
| 42 | 2017 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 1.62M | 3.07M | 11.19M | 2.30M | 23.90M | 19.64% | ↗ |
| 43 | 2017 | Walter S. Berman Executive Vice President and Chief Financial Officer | 675.0K | — | 534.0K | 1.07M | 3.77M | 831.1K | 8.17M | 19.62% | ↗ |
| 44 | 2017 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 436.0K | 874.0K | 2.89M | 521.6K | 6.66M | 19.68% | ↗ |
| 45 | 2017 | Colin Moore Executive Vice President and Global Chief Investment Officer | 475.0K | — | 463.0K | 925.0K | 2.61M | 212.1K | 5.89M | 23.58% | ↗ |
| 46 | 2017 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 550.0K | — | 240.0K | 480.0K | 1.70M | 466.9K | 4.04M | 17.84% | ↗ |
| 47 | 2016 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 1.63M | 3.26M | 6.26M | 1.83M | 16.61M | 29.44% | ↗ |
| 48 | 2016 | Walter S. Berman Executive Vice President and Chief Financial Officer | 675.0K | — | 535.0K | 1.07M | 2.24M | 738.6K | 6.12M | 26.24% | ↗ |
| 49 | 2016 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 451.0K | 903.0K | 1.76M | 366.9K | 4.88M | 27.73% | ↗ |
| 50 | 2016 | Colin Moore Executive Vice President and Global Chief Investment Officer | 475.0K | — | 469.0K | 937.0K | 1.91M | 165.0K | 4.71M | 29.86% | ↗ |
| 51 | 2016 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 550.0K | — | 227.0K | 454.0K | 1.00M | 329.1K | 2.92M | 23.30% | ↗ |
| 52 | 2015 | James M. Cracchiolo Chairman and Chief Executive Officer | 1.03M | — | 2.34M | 4.67M | 8.15M | 2.03M | 20.67M | 33.92% | ↗ |
| 53 | 2015 | Walter S. Berman Executive Vice President and Chief Financial Officer | 675.0K | — | 760.0K | 1.52M | 2.68M | 835.9K | 7.27M | 31.38% | ↗ |
| 54 | 2015 | William F. Truscott Chief Executive Officer, Global Asset Management | 675.0K | — | 740.0K | 1.48M | 2.26M | 381.4K | 6.39M | 34.71% | ↗ |
| 55 | 2015 | William F. Truscott CEO, Global Asset Management | 675.0K | — | 740.0K | 1.48M | 2.26M | 381.4K | 6.39M | 34.71% | ↗ |
| 56 | 2015 | Colin Moore Executive Vice President and Global Chief Investment Officer | 475.0K | — | 686.0K | 1.37M | 2.34M | 193.8K | 5.99M | 34.39% | ↗ |
| 57 | 2015 | Joseph E. Sweeney President, Advice & Wealth Management Products and Service Delivery | 550.0K | — | 345.0K | 690.0K | 1.13M | 352.5K | 3.43M | 30.14% | ↗ |
| 58 | 2015 | Joseph E. Sweeney President, Advice and Wealth Management Products and Solutions | 550.0K | — | 345.0K | 690.0K | 1.13M | 352.5K | 3.43M | 30.14% | ↗ |
| 59 | 2014 | James M. Cracchiolo Chairman and Chief Executive Officer | 950.0K | — | 2.18M | 4.36M | 11.69M | 2.99M | 24.46M | 26.74% | ↗ |
| 60 | 2014 | Walter S. Berman Executive Vice President and Chief Financial Officer | 650.0K | — | 707.0K | 1.41M | 3.80M | 884.2K | 8.20M | 25.86% | ↗ |
| 61 | 2014 | William F. Truscott Chief Executive Officer, Global Asset Management | 650.0K | — | 707.0K | 1.41M | 3.70M | 711.2K | 7.93M | 26.76% | ↗ |
| 62 | 2014 | William F. Truscott CEO, Global Asset Management | 650.0K | — | 707.0K | 1.41M | 3.70M | 711.2K | 7.93M | 26.76% | ↗ |
| 63 | 2014 | Colin Moore Executive Vice President and Global Chief Investment Officer | 425.0K | — | 669.0K | 1.34M | 3.43M | 247.5K | 6.84M | 29.35% | ↗ |
| 64 | 2013 | James M. Cracchiolo Chairman and Chief Executive Officer | 950.0K | — | 1.51M | 3.02M | 10.89M | 1.23M | 19.75M | 22.92% | ↗ |
| 65 | 2013 | Walter S. Berman Executive Vice President and Chief Financial Officer | 650.0K | — | 491.4K | 982.8K | 3.53M | 650.6K | 7.01M | 21.03% | ↗ |
| 66 | 2013 | William F. Truscott CEO, Global Asset Management | 650.0K | — | 512.4K | 1.02M | 3.53M | 199.4K | 6.65M | 23.11% | ↗ |
| 67 | 2013 | Colin Moore Executive Vice President and Global Chief Investment Officer | 425.0K | — | 517.1K | 689.5K | 3.86M | 155.1K | 5.64M | 21.38% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| James Cracchiolo | Chairman & Chief Executive Officer | 10M | male |
| Walter S. Berman | Executive Vice President, Chief Financial Officer & Chief Risk Officer | 4M | male |
| William F. Truscott | Chief Executive Officer of Columbia Threadneedle | 4M | male |
| William Davies | Executive Vice President & Global Chief Investment Officer | 3M | male |
| Joseph Edward Sweeney | President of Advice & Wealth Management - Products and Service Delivery | 3M | male |
| Heather Melloh | Executive Vice President & General Counsel | — | female |
| David Joy | Chief Market Strategist | — | male |
| Kelli Ann Hunter Petruzillo | Executive Vice President of Human Resources | — | female |
| Patrick H. O'Connell | Executive VP and President of Advisor Group & Financial Institutions Group | — | male |
| Stephanie Rabe | Head of Investor Relations | — | — |
| Gerard Smyth | Executive VP & Head of Technology and Service Delivery | — | male |
| Deirdre D. Davey McGraw | Executive Vice President of Marketing, Strategy & Communications | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-04-08 | 2026-05-01 | Lizzie Fletcher | — | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-03-27 | 2025-04-09 | Greg Landsman | OH01 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-02-26 | 2025-03-06 | Greg Landsman | OH01 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-11-08 | 2024-12-12 | Greg Landsman | OH01 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-04-09 | 2024-05-14 | Richard W. Allen | GA12 | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2024-01-10 | 2024-02-05 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-03 | 2023-12-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-10-31 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2023-10-10 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2023-10-02 | 2023-11-08 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-08-03 | 2023-09-06 | Ro Khanna | CA17 | Spouse | Sale | $15,001 - $50,000 | ↗ |
| 2023-07-28 | 2023-08-07 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-23 | 2023-06-12 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-04-24 | 2024-08-14 | Greg Landsman | OH01 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-01-18 | 2024-08-14 | Greg Landsman | OH01 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2023-01-12 | 2024-08-14 | Greg Landsman | OH01 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-21 | 2022-12-08 | Kevin Hern | OK01 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-08-03 | 2022-09-14 | Kathy Manning | NC06 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-08-01 | 2022-09-08 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-07-20 | 2022-08-10 | Kathy Manning | NC06 | Joint | Purchase | $1,001 - $15,000 | ↗ |
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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.

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