Subscribe

A. O. Smith Corporation (AOS)

USD59.75 +0.22 (+0.36%)
US NYSE S&P 500 Industrials Industrial - Machinery
Address 11270 West Park Place 53224-9508
Milwaukee, WI, US
CEO Stephen Shafer
IPO 1983-09-30
CIK 91142 ISIN US8318652091

Explore sections of this company profile

Also trades on London Stock Exchange · 0L7A.L (USD) New York Stock Exchange · AOS (USD)
Description

A. O. Smith Corporation (AOS) is a global manufacturer and marketer specializing in a comprehensive array of water heating and treatment solutions. Its operations span North America, China, Europe, and India, organized into two primary geographic segments: North America and Rest of World. The company's product portfolio is extensive, featuring residential and commercial water heaters (gas, heat pump, and electric models), boilers, storage tanks, and various water treatment systems. These products cater to a wide range of applications, including homes, apartments, and condominiums, as well as commercial entities such as restaurants, hotels, office buildings, laundries, car washes, small businesses, hospitals, and schools. Specific offerings include diverse water treatment products like point-of-entry water softeners, well water purification systems, whole-home filtration units, portable filtration bottles, point-of-use carbon filters, and reverse osmosis systems, designed for residential, restaurant, hotel, and office use. A. O. Smith also supplies food and beverage filtration products, expansion tanks, commercial solar water heating installations, and heaters for swimming pools and spas, along with associated components. Advanced heating solutions further encompass heat pumps, electric wall-hung units, gas tankless heaters, combi-boilers, and integrated heat pump and solar water heaters. Products are primarily sold under established brands such as A. O. Smith, State, and Lochinvar, in addition to specialized water softener brands. The company leverages various distribution channels, including independent wholesale plumbing distributors, retail outlets like hardware and home center chains, and manufacturer representative firms. Its Aquasana-branded products are sold directly to consumers through e-commerce platforms and other online retailers. Founded in 1874, A. O. Smith Corporation maintains its corporate headquarters in Milwaukee, Wisconsin.

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
MergerCo SAOSA 2009-01-30 View

Index membership

IndexAddedRemovedStatus
S&P 500 2017-07-25 Active
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD59.75 +0.22 (+0.36%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
1.18
Float Shares
137.36M
Free Float %
98.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.14% -4.39% -11.23% -26.50% -11.83% -12.50% -16.95% -12.97% -14.56% +48.91% +5,318.52%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (30 ratings, all time) Hold
Price Targets & DCF
Current price
59.75
Low 67.00 +12.1%
Consensus 72.67 +21.6%
Median 72.50 +21.3%
High 80.00 +33.9%
DCF (Unlevered) 84.79 +41.9%
DCF (Levered) 59.43 -0.5%

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) 33% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 4 0
Hold 7 -1
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 5
74.00
+23.9%
Last Quarter 6
73.17
+22.5%
Last Year 12
75.58
+26.5%
All Time 24
79.42
+32.9%
Quality scores
Altman Z-Score
6.16
Safe zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
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
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Machinery: +7.4%
    +0.3% Q1'26: -1.9% (vs Q1'25)
  • EPS growth Industrial - Machinery: +15.6%
    +6.3% Q1'26: -10.5% (vs Q1'25)
  • FCF margin FCF growth · Industrial - Machinery: +38.2%
    +13.3% Q1'26: +12.6% (vs Q1'25)
  • EBIT margin Industrial - Machinery: +10.0%
    +19.0% Q1'26: +17.1% (vs Q1'25)
  • ROIC Industrial - Machinery: +6.8%
    +30.0% Q1'26: +21.2% (vs Q1'25)
  • Share dilution Industrial - Machinery: +0.0%
    -4.9% Q1'26: -3.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Machinery: -0.65×
    0.24× Q1'26: 0.88× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.22) × ERP
WACC = 98% × Ke + 2% × Kd (7.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 84.79 Current price: 59.75
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

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
9 Rev. Ana.
9 EPS Ana.
Dec 2027
9 Rev. Ana.
9 EPS Ana.
Dec 2028
4 Rev. Ana.
2 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Revenue
1.49B
est: 1.25B (+19.6%)
1.71B
est: 1.73B (-1.3%)
1.94B
est: 1.74B (+11.5%)
2.15B
est: 1.84B (+16.9%)
2.36B
est: 2.20B (+6.9%)
2.54B
est: 2.57B (-1.3%)
2.69B
est: 2.70B (-0.4%)
3.00B
est: 3.00B (+0.0%)
3.19B
est: 3.20B (-0.2%)
2.99B
est: 3.02B (-0.8%)
2.90B
est: 2.83B (+2.3%)
3.54B
est: 3.51B (+0.9%)
3.75B
est: 3.74B (+0.5%)
3.85B
est: 3.93B (-1.9%)
3.82B
est: 3.86B (-1.1%)
3.83B
est: 3.85B (-0.4%)
3.92B
3.90B – 3.95B
+1.8% YoY
4.09B
4.04B – 4.14B
+4.3% YoY
4.24B
4.24B – 4.24B
+3.7% YoY
4.44B
4.40B – 4.49B
+4.9% YoY
EBITDA
121.00M
est: 147.52M (-18.0%)
217.80M
est: 437.87M (-50.3%)
297.60M
est: 259.40M (+14.7%)
301.80M
est: 246.91M (+22.2%)
352.20M
est: 327.44M (+7.6%)
472.90M
est: 428.47M (+10.4%)
534.90M
est: 500.48M (+6.9%)
601.00M
est: 577.67M (+4.0%)
638.10M
est: 619.77M (+3.0%)
561.40M
est: 584.89M (-4.0%)
531.20M
est: 441.93M (+20.2%)
707.80M
est: 614.20M (+15.2%)
310.00M
est: 713.98M (-56.6%)
823.80M
est: 1.05B (-21.9%)
786.50M
est: 1.04B (-24.1%)
792.20M
est: 1.03B (-23.3%)
1.05B
1.05B – 1.06B
+1.8% YoY
1.10B
1.08B – 1.11B
+4.3% YoY
1.14B
1.14B – 1.14B
+3.7% YoY
1.19B
1.18B – 1.20B
+4.9% YoY
EBIT
80.20M
est: 72.18M (+11.1%)
170.80M
est: 138.93M (+22.9%)
243.00M
est: 177.80M (+36.7%)
242.10M
est: 203.59M (+18.9%)
292.40M
est: 266.93M (+9.5%)
409.90M
est: 361.62M (+13.4%)
469.80M
est: 430.76M (+9.1%)
530.90M
est: 500.30M (+6.1%)
566.20M
est: 535.69M (+5.7%)
483.10M
est: 484.49M (-0.3%)
451.20M
est: 369.28M (+22.2%)
629.90M
est: 528.42M (+19.2%)
233.10M
est: 634.08M (-63.2%)
745.50M
est: 1.01B (-26.1%)
707.70M
est: 991.65M (-28.6%)
729.40M
est: 988.11M (-26.2%)
1.01B
1.00B – 1.01B
+1.8% YoY
1.05B
1.04B – 1.06B
+4.3% YoY
1.09B
1.09B – 1.09B
+3.7% YoY
1.14B
1.13B – 1.15B
+4.9% YoY
Net Income
111.70M
est: 92.44M (+20.8%)
305.70M
est: 330.66M (-7.5%)
162.60M
est: 140.28M (+15.9%)
169.70M
est: 138.91M (+22.2%)
207.80M
est: 193.11M (+7.6%)
282.90M
est: 256.51M (+10.3%)
326.50M
est: 305.53M (+6.9%)
296.50M
est: 287.51M (+3.1%)
444.20M
est: 431.39M (+3.0%)
370.00M
est: 385.59M (-4.0%)
344.90M
est: 284.21M (+21.4%)
487.10M
est: 422.19M (+15.4%)
235.70M
est: 489.82M (-51.9%)
556.60M
est: 545.06M (+2.1%)
533.60M
est: 526.39M (+1.4%)
546.20M
est: 527.60M (+3.5%)
517.29M
515.72M – 555.92M
-2.0% YoY
590.11M
571.30M – 608.92M
+14.1% YoY
624.47M
611.82M – 637.11M
+5.8% YoY
670.28M
661.75M – 678.97M
+7.3% YoY
SGA
364.10M
est: 259.58M (+40.3%)
372.80M
est: 374.09M (-0.3%)
450.50M
est: 398.37M (+13.1%)
524.50M
est: 431.20M (+21.6%)
572.10M
est: 532.38M (+7.5%)
610.70M
est: 552.51M (+10.5%)
658.90M
est: 616.78M (+6.8%)
722.80M
est: 690.19M (+4.7%)
753.80M
est: 732.20M (+2.9%)
715.60M
est: 746.23M (-4.1%)
660.30M
est: 572.95M (+15.2%)
701.40M
est: 610.85M (+14.8%)
670.90M
est: 671.09M (0.0%)
727.40M
est: 756.16M (-3.8%)
757.40M
est: 742.88M (+2.0%)
759.40M
est: 740.23M (+2.6%)
753.92M
750.07M – 759.68M
+1.8% YoY
786.38M
776.79M – 795.97M
+4.3% YoY
815.27M
815.27M – 815.27M
+3.7% YoY
855.22M
846.85M – 863.75M
+4.9% YoY
EPS
0.61
est: 0.48 (+27.1%)
1.67
est: 0.53 (+215.1%)
0.88
est: 0.61 (+44.3%)
0.93
est: 0.73 (+27.4%)
1.15
est: 1.06 (+8.5%)
1.59
est: 1.55 (+2.6%)
1.87
est: 1.84 (+1.9%)
1.72
est: 2.13 (-19.2%)
2.60
est: 2.57 (+1.1%)
2.24
est: 2.26 (-0.8%)
2.14
est: 2.00 (+6.8%)
3.05
est: 2.92 (+4.6%)
1.52
est: 3.07 (-50.4%)
3.71
est: 3.89 (-4.7%)
3.65
est: 3.77 (-3.1%)
3.86
est: 3.80 (+1.7%)
3.78
3.69 – 3.97
-0.3% YoY
4.16
4.08 – 4.35
+10.0% YoY
4.46
4.37 – 4.55
+7.2% YoY
4.79
4.73 – 4.85
+7.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Citigroup Neutral Neutral Maintain
2026-05-01 JP Morgan Neutral Neutral 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 2/5
2026-05-08 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-05-07 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-05-06 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-05-05 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-05-04 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5
2026-04-15 A- 4/5 3/5 5/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
649.06M
OE per share TTM
4.61
Owner's Yield
7.97%
Maintenance CapEx ratio
11.67%
Maint CapEx / Avg PPE
17.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
208
Total invested
731.53M
Insider transactions (90d)
1
Beneficial owners (>5%)
21
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 15.10M 11.33% 195.3K 14.64M 451.7K IA Pennsylvania 2022-02-09
2 (1) BlackRock, Inc. 9.81M 7.40% 8.51M 9.81M HC Delaware 2022-02-01
3 39-6043416 9.63M 32.20% 9.63M 9.63M CO Nevada 2008-02-04
4 STATE STREET CORPORATION 8.91M 6.69% 8.32M HC BOSTON, MASSACHUSETTS 2022-02-10
5 Edward C. Johnson 3d 7.35M 9.62% 7.35M IN United States of America 2015-02-13
6 Smith Family Voting Trust 4.73M 18.10% 4.73M 529.6K 10.00 OO Citizenship or Place of Organization 2009-04-30
7 Abigail P. Johnson 4.71M 6.29% 4.71M IN United States of America 2016-02-12
8 FMR LLC 4.71M 6.29% 52.4K 4.71M HC Delaware 2016-02-12
9 A. O. Smith Corporation 2.83M 6.83% 2.83M 2.83M CO Delaware 2011-08-26
10 52-0556948 2.28M 10.50% 300.5K 2.28M IA MARYLAND 2006-02-14
11 SENATOR INVESTMENT GROUP LP 1.94M 5.00% IA DELAWARE 2011-06-02
12 BlackRock for purposes of Schedule 13G filings. 1.79M 7.11% 1.79M 1.79M HC Delaware 2010-01-29
13 23-1622210 1.75M 8.00% 1.75M IV Maryland 2006-02-14
14 58-1575035 1.52M 1.90% BK, IA, HC Georgia 2014-02-13
15 (. 1.16M 5.17% 1.16M 1.16M IA Delaware Limited Partnership 2007-02-09
16 Franklin Resources, Inc. (13-2670991) 1.16M 5.50% 1.9K HC Delaware 2005-02-14
17 LLC. 887.8K 2.30% 587.2K 887.8K IA DELAWARE 2011-02-15
18 EIN #36-3099763 565.9K 2.60% 13.5K 13.5K HC Delaware 2006-02-15
19 2.6K 0.10% 2.6K 2.6K OO United States 2008-02-04
20 FRONTIER CAPITAL MANAGEMENT CO., LLC. 10.00 12.00% 2.29M 2.29M IA DELAWARE 2010-02-12
21 13-3156718 0.00% IA INCORPORATED IN THE STATE OF NEW YORK 2005-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
208
-449 vs prev Q
New positions
22
Closed positions
460
Increased
94
Reduced
75
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 VANGUARD GROUP INC 15.10M +683.2K (+4.7%) 1.01B -48.4M (-4.6%) 10.79% +0.740 pp 0.01% -0.001 pp USD40.83 +63.8% 84 qtrs
2 BLACKROCK, INC. 7.33M +298.5K (+4.2%) 490.40M -26.0M (-5.0%) 5.24% +0.336 pp 0.01% -0.001 pp USD88.60 -24.5% 6 qtrs
3 STATE STREET CORP 5.91M +458.3K (+8.4%) 395.36M -5.0M (-1.2%) 4.22% +0.423 pp 0.01% -0.001 pp USD50.75 +31.8% 51 qtrs
4 FMR LLC 5.73M +2.7M (+87.9%) 383.13M +159.3M (+71.1%) 4.09% +1.968 pp 0.02% +0.008 pp USD69.12 -3.2% 69 qtrs
5 IMPAX ASSET MANAGEMENT GROUP PLC 4.65M -200.6K (-4.1%) 310.96M -45.1M (-12.7%) 3.32% -0.059 pp 1.95% -0.132 pp USD65.03 +2.8% 20 qtrs
6 INVESCO LTD. 4.56M +37.6K (+0.8%) 304.95M -27.0M (-8.1%) 3.26% +0.106 pp 0.05% -0.006 pp USD58.66 +14.0% 57 qtrs
7 AMERICAN CENTURY COMPANIES INC 4.00M +788.2K (+24.6%) 267.32M +31.8M (+13.5%) 2.86% +0.619 pp 0.13% +0.015 pp USD68.44 -2.3% 26 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 3.50M +3.5K (+0.1%) 233.57M -22.5M (-8.8%) 2.50% +0.064 pp 0.01% -0.002 pp USD57.21 +16.9% 78 qtrs
9 MORGAN STANLEY 2.91M +101.5K (+3.6%) 194.58M -11.6M (-5.6%) 2.08% +0.122 pp 0.01% -0.001 pp USD65.06 +2.8% 51 qtrs
10 PROSHARE ADVISORS LLC 2.34M +60.3K (+2.6%) 156.81M -10.9M (-6.5%) 1.68% +0.083 pp 0.28% -0.074 pp USD60.24 +11.0% 70 qtrs
11 PICTET ASSET MANAGEMENT HOLDING SA 2.19M -267.2K (-10.9%) 146.26M -33.9M (-18.8%) 1.56% -0.148 pp 0.14% -0.032 pp USD70.81 -5.6% 10 qtrs
12 EARNEST PARTNERS LLC 2.07M -12.0K (-0.6%) 138.51M -14.4M (-9.4%) 1.48% +0.028 pp 0.59% -0.070 pp USD65.90 +1.5% 33 qtrs
13 FIRST TRUST ADVISORS LP 1.97M -543.9K (-21.7%) 131.42M -52.8M (-28.6%) 1.40% -0.345 pp 0.10% -0.042 pp USD69.45 -3.7% 51 qtrs
14 DIMENSIONAL FUND ADVISORS LP 1.89M +23.1K (+1.2%) 126.73M -10.7M (-7.8%) 1.35% +0.049 pp 0.03% -0.003 pp USD52.54 +27.3% 51 qtrs
15 BANK OF AMERICA CORP /DE/ 1.74M -61.4K (-3.4%) 116.19M -15.9M (-12.0%) 1.24% -0.013 pp 0.01% -0.001 pp USD60.82 +10.0% 52 qtrs
16 UBS GROUP AG 1.65M +537.9K (+48.4%) 110.35M +28.7M (+35.2%) 1.18% +0.404 pp 0.02% +0.005 pp USD67.18 -0.4% 45 qtrs
17 NORGES BANK 1.45M +1.5M (+100.0%) 97.10M +97.1M (+100.0%) 1.04% +1.038 pp 0.01% +0.010 pp USD66.88 +0.0% 1 qtrs NEW
18 BANK OF NEW YORK MELLON CORP 1.38M +326.8K (+30.9%) 92.50M +15.0M (+19.3%) 0.99% +0.252 pp 0.02% +0.001 pp USD50.01 +33.7% 66 qtrs
19 SEI INVESTMENTS CO 1.34M +21.3K (+1.6%) 89.73M -7.2M (-7.4%) 0.96% +0.038 pp 0.09% -0.016 pp USD68.36 -2.2% 45 qtrs
20 SARASIN & PARTNERS LLP 1.33M -75.4K (-5.4%) 88.63M -13.3M (-13.0%) 0.95% -0.029 pp 0.92% -0.080 pp USD66.58 +0.5% 6 qtrs
21 AQR CAPITAL MANAGEMENT LLC 1.28M +617.2K (+93.2%) 85.56M +37.0M (+76.2%) 0.91% +0.453 pp 0.04% +0.014 pp USD69.77 -4.1% 81 qtrs
22 GOLDMAN SACHS GROUP INC 1.27M +494.5K (+64.2%) 84.61M +28.0M (+49.6%) 0.90% +0.367 pp 0.01% +0.004 pp USD63.69 +5.0% 73 qtrs
23 MADISON ASSET MANAGEMENT, LLC 1.21M +1.2M (+100.0%) 80.88M +80.9M (+100.0%) 0.86% +0.864 pp 0.93% +0.930 pp USD66.88 +0.0% 1 qtrs NEW
24 1832 ASSET MANAGEMENT L.P. 1.21M +3.1K (+0.3%) 80.65M -7.6M (-8.7%) 0.86% +0.023 pp 0.06% -0.008 pp USD55.70 +20.1% 26 qtrs
25 NORTHERN TRUST CORP 1.19M +143.4K (+13.7%) 79.77M +2.7M (+3.6%) 0.85% +0.121 pp 0.01% +0.000 pp USD50.25 +33.1% 51 qtrs
26 NOMURA ASSET MANAGEMENT CO LTD 1.18M +43.3K (+3.8%) 78.90M -4.5M (-5.4%) 0.84% +0.051 pp 0.20% -0.018 pp USD61.42 +8.9% 39 qtrs
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.10M -3.2K (-0.3%) 73.77M -7.4M (-9.2%) 0.79% +0.017 pp 0.01% -0.002 pp USD51.84 +29.0% 84 qtrs
28 BOSTON TRUST WALDEN CORP 1.08M +130.2K (+13.7%) 72.02M +2.5M (+3.6%) 0.77% +0.110 pp 0.54% +0.034 pp USD59.90 +11.7% 26 qtrs
29 NATIXIS ADVISORS, L.P. 1.02M +703.2K (+220.4%) 68.37M +44.9M (+191.9%) 0.73% +0.508 pp 0.10% +0.063 pp USD67.57 -1.0% 36 qtrs
30 ROYAL BANK OF CANADA 887.9K +89.6K (+11.2%) 59.38M +779.0K (+1.3%) 0.63% +0.078 pp 0.01% +0.000 pp USD72.64 -7.9% 51 qtrs
31 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 850.3K +216.9K (+34.2%) 56.87M +10.4M (+22.3%) 0.61% +0.166 pp 0.10% +0.013 pp USD71.21 -6.1% 38 qtrs
32 AMUNDI 849.2K -61.4K (-6.7%) 56.80M -9.9M (-14.9%) 0.61% -0.028 pp 0.02% -0.006 pp USD70.49 -5.1% 19 qtrs
33 CBOE VEST FINANCIAL, LLC 811.6K -6.1K (-0.7%) 54.28M -5.7M (-9.6%) 0.58% +0.010 pp 0.69% -0.096 pp USD72.72 -8.0% 21 qtrs
34 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 675.7K -128.5K (-16.0%) 45.19M -13.8M (-23.4%) 0.48% -0.078 pp 0.03% -0.011 pp USD67.58 -1.0% 10 qtrs
35 WELLS FARGO & COMPANY/MN 667.4K +106.7K (+19.0%) 44.64M +3.5M (+8.4%) 0.48% +0.086 pp 0.01% +0.000 pp USD60.92 +9.8% 57 qtrs
36 RENAISSANCE TECHNOLOGIES LLC 632.7K +224.8K (+55.1%) 42.31M +12.4M (+41.3%) 0.45% +0.168 pp 0.07% +0.026 pp USD67.24 -0.5% 24 qtrs
37 KBC GROUP NV 609.3K -57.0K (-8.5%) 40.75M -8.2M (-16.7%) 0.44% -0.029 pp 0.09% -0.024 pp USD65.56 +2.0% 48 qtrs
38 WELCH & FORBES LLC 585.8K -9.5K (-1.6%) 39.18M -4.5M (-10.3%) 0.42% +0.004 pp 0.47% -0.052 pp USD58.89 +13.6% 23 qtrs
39 JPMORGAN CHASE & CO 570.5K -95.3K (-14.3%) 38.15M -10.7M (-21.9%) 0.41% -0.057 pp 0.00% -0.001 pp USD72.98 -8.4% 51 qtrs
40 MANUFACTURERS LIFE INSURANCE COMPANY, THE 567.9K -10.9K (-1.9%) 37.98M -4.5M (-10.6%) 0.41% +0.002 pp 0.03% -0.004 pp USD62.33 +7.3% 51 qtrs
41 UBS ASSET MANAGEMENT AMERICAS INC 551.1K -86.3K (-13.5%) 36.86M -9.9M (-21.2%) 0.39% -0.051 pp 0.01% -0.002 pp USD67.52 -0.9% 69 qtrs
42 QUANTINNO CAPITAL MANAGEMENT LP 533.4K +101.5K (+23.5%) 35.68M +4.0M (+12.5%) 0.38% +0.080 pp 0.07% -0.015 pp USD69.07 -3.2% 11 qtrs
43 VOLORIDGE INVESTMENT MANAGEMENT, LLC 522.7K +363.5K (+228.4%) 34.96M +23.3M (+199.2%) 0.37% +0.263 pp 0.12% +0.084 pp USD69.21 -3.4% 17 qtrs
44 SCHWARTZ INVESTMENT COUNSEL INC 515.3K -75.0K (-12.7%) 34.47M -8.9M (-20.5%) 0.37% -0.043 pp 1.20% -0.250 pp USD60.15 +11.2% 28 qtrs
45 ENVESTNET ASSET MANAGEMENT INC 511.5K +52.0K (+11.3%) 34.21M +477.9K (+1.4%) 0.37% +0.045 pp 0.01% +0.000 pp USD67.01 -0.2% 51 qtrs
46 CIBC ASSET MANAGEMENT INC 496.7K +363.9K (+273.9%) 33.16M +23.4M (+240.7%) 0.35% +0.262 pp 0.08% +0.052 pp USD66.91 0.0% 43 qtrs
47 LEGAL & GENERAL GROUP PLC 488.2K -37.1K (-7.1%) 32.65M -5.9M (-15.3%) 0.35% -0.017 pp 0.01% -0.001 pp USD55.49 +20.5% 44 qtrs
48 JACOBS LEVY EQUITY MANAGEMENT, INC 454.1K +454.1K (+100.0%) 30.37M +30.4M (+100.0%) 0.32% +0.325 pp 0.12% +0.117 pp USD66.88 +0.0% 1 qtrs NEW
49 451.0K +451.0K (+100.0%) 30.17M +30.2M (+100.0%) 0.32% +0.322 pp 0.09% +0.094 pp USD66.88 +0.0% 1 qtrs NEW
50 MARSHALL WACE, LLP 443.9K +199.7K (+81.8%) 29.69M +11.8M (+65.6%) 0.32% +0.147 pp 0.03% +0.009 pp USD69.07 -3.2% 3 qtrs
51 MILLENNIUM MANAGEMENT LLC 419.8K -207.1K (-33.0%) 28.07M -17.9M (-39.0%) 0.30% -0.137 pp 0.01% -0.008 pp USD69.22 -3.4% 53 qtrs
52 NICHOLAS COMPANY, INC. 390.7K -45.0 (0.0%) 26.13M -2.6M (-8.9%) 0.28% +0.007 pp 0.46% -0.029 pp USD81.08 -17.5% 17 qtrs
53 BERKSHIRE ASSET MANAGEMENT LLC/PA 389.0K +176.0 (+0.0%) 26.02M -2.5M (-8.9%) 0.28% +0.007 pp 1.14% -0.072 pp USD65.67 +1.8% 4 qtrs
54 DEUTSCHE BANK AG\ 357.1K -200.5K (-36.0%) 23.88M -17.0M (-41.6%) 0.26% -0.134 pp 0.01% -0.006 pp USD69.22 -3.4% 50 qtrs
55 WELLINGTON MANAGEMENT GROUP LLP 344.9K +344.9K (+100.0%) 23.07M +23.1M (+100.0%) 0.25% +0.247 pp 0.00% +0.004 pp USD66.88 +0.0% 1 qtrs NEW
56 SCHRODER INVESTMENT MANAGEMENT GROUP 308.0K +15.5K (+5.3%) 20.86M -418.1K (-2.0%) 0.22% +0.016 pp 0.02% -0.001 pp USD69.36 -3.6% 22 qtrs
57 LORD, ABBETT & CO. LLC 302.1K -54.6K (-15.3%) 20.20M -6.0M (-22.8%) 0.22% -0.033 pp 0.06% -0.016 pp USD65.57 +2.0% 3 qtrs
58 CONFLUENCE INVESTMENT MANAGEMENT LLC 294.5K -34.6K (-10.5%) 19.69M -4.5M (-18.5%) 0.21% -0.019 pp 0.30% -0.050 pp USD77.16 -13.3% 7 qtrs
59 NUVEEN, LLC 276.9K -3.2K (-1.1%) 18.52M -2.0M (-9.9%) 0.20% +0.003 pp 0.00% -0.001 pp USD65.37 +2.3% 4 qtrs
60 ROBECO SCHWEIZ AG 269.5K -24.0K (-8.2%) 18.02M -3.5M (-16.3%) 0.19% -0.012 pp 0.40% -0.081 pp USD48.58 +37.7% 57 qtrs
61 TREASURER OF THE STATE OF NORTH CAROLINA 267.7K -26.8K (-9.1%) 17.91M -3.7M (-17.2%) 0.19% -0.014 pp 0.06% -0.009 pp USD63.36 +5.6% 32 qtrs
62 NORTHWEST & ETHICAL INVESTMENTS L.P. 267.0K -22.6K (-7.8%) 17.86M -3.4M (-16.0%) 0.19% -0.011 pp 0.40% -0.100 pp USD67.87 -1.5% 4 qtrs
63 SG AMERICAS SECURITIES, LLC 259.5K +252.7K (+3,725.2%) 17.35M +16.9M (+3,384.5%) 0.19% +0.181 pp 0.02% +0.021 pp USD66.86 +0.0% 51 qtrs
64 ALPS ADVISORS INC 257.2K -16.0K (-5.9%) 17.20M -2.9M (-14.2%) 0.18% -0.007 pp 0.10% -0.012 pp USD73.88 -9.5% 44 qtrs
65 STIFEL FINANCIAL CORP 249.9K +61.5K (+32.7%) 16.71M +2.9M (+20.9%) 0.18% +0.047 pp 0.02% +0.002 pp USD70.98 -5.8% 48 qtrs
66 BARCLAYS PLC 248.3K +7.0K (+2.9%) 16.61M -5.1M (-23.4%) 0.18% +0.009 pp 0.00% -0.002 pp USD69.46 -3.7% 51 qtrs
67 RHUMBLINE ADVISERS 242.8K -5.5K (-2.2%) 16.24M -2.0M (-10.9%) 0.17% +0.000 pp 0.01% -0.002 pp USD45.68 +46.4% 51 qtrs
68 BNP PARIBAS ARBITRAGE, SNC 242.3K +11.7K (+5.1%) 16.20M -720.8K (-4.3%) 0.17% +0.012 pp 0.01% -0.002 pp USD72.20 -7.4% 49 qtrs
69 AMERIPRISE FINANCIAL INC 226.6K +36.7K (+19.3%) 15.15M +1.2M (+8.7%) 0.16% +0.030 pp 0.00% +0.000 pp USD74.81 -10.6% 56 qtrs
70 MASSMUTUAL TRUST CO FSB/ADV 226.2K -10.2K (-4.3%) 15.13M -2.2M (-12.8%) 0.16% -0.003 pp 0.39% -0.053 pp USD64.21 +4.2% 22 qtrs
71 SWISS NATIONAL BANK 225.4K +— (+0.0%) 15.07M -1.5M (-8.9%) 0.16% +0.004 pp 0.01% -0.001 pp USD47.28 +41.5% 51 qtrs
72 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 223.1K -3.0 (0.0%) 14.92M -1.5M (-8.9%) 0.16% +0.004 pp 0.01% -0.001 pp USD45.66 +46.5% 58 qtrs
73 PRICE T ROWE ASSOCIATES INC /MD/ 210.7K -17.8K (-7.8%) 14.09M -2.7M (-16.0%) 0.15% -0.009 pp 0.00% 0.000 pp USD57.87 +15.6% 75 qtrs
74 MATHER GROUP, LLC. 210.6K +8.2K (+4.1%) 14.09M -770.8K (-5.2%) 0.15% +0.009 pp 0.15% -0.005 pp USD65.46 +2.2% 12 qtrs
75 CRESSET ASSET MANAGEMENT, LLC 206.4K +1.1K (+0.6%) 13.81M -1.3M (-8.4%) 0.15% +0.004 pp 0.06% -0.006 pp USD68.89 -2.9% 11 qtrs
76 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 199.4K +2.1K (+1.1%) 13.63M -858.7K (-5.9%) 0.14% +0.005 pp 0.01% -0.001 pp USD56.69 +18.0% 39 qtrs
77 BRIDGEWATER ASSOCIATES, LP 198.8K +122.5K (+160.7%) 13.30M +7.7M (+137.5%) 0.14% +0.089 pp 0.05% +0.027 pp USD69.38 -3.6% 2 qtrs
78 REGENTS GATE CAPITAL LLP 197.6K +130.0K (+192.4%) 13.21M +8.3M (+166.4%) 0.14% +0.094 pp 4.23% +2.469 pp USD69.11 -3.2% 2 qtrs
79 CITADEL ADVISORS LLC 189.5K +159.1K (+523.4%) 12.67M +10.4M (+467.9%) 0.14% +0.114 pp 0.00% +0.002 pp USD67.38 -0.7% 38 qtrs
80 PEAK6 LLC 188.8K +139.7K (+284.5%) 12.63M +9.0M (+250.3%) 0.13% +0.101 pp 0.02% +0.018 pp USD66.57 +0.5% 5 qtrs
81 DISTILLATE CAPITAL PARTNERS LLC 188.8K -2.1K (-1.1%) 12.63M -1.4M (-9.9%) 0.13% +0.002 pp 0.65% -0.076 pp USD68.21 -1.9% 8 qtrs
82 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 184.6K +10.4K (+6.0%) 12.34M -442.5K (-3.5%) 0.13% +0.011 pp 0.08% -0.005 pp USD71.62 -6.6% 7 qtrs
83 JANNEY MONTGOMERY SCOTT LLC 184.0K +7.0K (+3.9%) 12.30M -691.0K (-5.3%) 0.13% +0.008 pp 0.03% -0.003 pp USD60.79 +10.0% 33 qtrs
84 VAN ECK ASSOCIATES CORP 176.5K -5.1K (-2.8%) 11.80M -1.5M (-11.5%) 0.13% -0.001 pp 0.01% -0.003 pp USD65.70 +1.8% 25 qtrs
85 DEKABANK DEUTSCHE GIROZENTRALE 128.1K +— (+0.0%) 11.80M +2.5M (+26.9%) 0.09% +0.002 pp 0.02% +0.005 pp USD62.22 +7.5% 42 qtrs
86 HSBC HOLDINGS PLC 174.4K +10.4K (+6.3%) 11.68M -345.1K (-2.9%) 0.12% +0.010 pp 0.01% -0.001 pp USD76.14 -12.2% 44 qtrs
87 CITIGROUP INC 173.8K +76.4K (+78.5%) 11.62M +4.5M (+62.6%) 0.12% +0.056 pp 0.01% +0.002 pp USD66.84 +0.1% 82 qtrs
88 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 160.0K +5.6K (+3.6%) 10.80M -537.7K (-4.7%) 0.11% +0.007 pp 0.02% -0.001 pp USD69.39 -3.6% 5 qtrs
89 BAIRD FINANCIAL GROUP, INC. 153.7K -18.3K (-10.6%) 10.28M -2.3M (-18.6%) 0.11% -0.010 pp 0.02% -0.004 pp USD49.91 +34.0% 43 qtrs
90 EXODUSPOINT CAPITAL MANAGEMENT, LP 152.9K +103.2K (+207.8%) 10.23M +6.6M (+180.4%) 0.11% +0.075 pp 0.08% +0.043 pp USD66.45 +0.6% 3 qtrs
91 PERPETUAL LTD 149.9K -4.3K (-2.8%) 10.02M -1.3M (-11.5%) 0.11% 0.000 pp 0.15% +0.004 pp USD70.06 -4.5% 12 qtrs
92 BANK OF MONTREAL /CAN/ 149.7K +36.8K (+32.6%) 10.01M -142.1M (-93.4%) 0.11% +0.028 pp 0.00% -0.055 pp USD72.31 -7.5% 51 qtrs
93 RUSSELL INVESTMENTS GROUP, LTD. 141.9K +78.9K (+125.3%) 9.49M +4.9M (+105.3%) 0.10% +0.058 pp 0.01% +0.005 pp USD66.83 +0.1% 37 qtrs
94 HEARTLAND ADVISORS INC 141.5K -14.1K (-9.0%) 9.47M -2.0M (-17.1%) 0.10% -0.007 pp 0.51% -0.094 pp USD64.30 +4.0% 25 qtrs
95 RAYMOND JAMES FINANCIAL INC 140.5K -6.1K (-4.2%) 9.40M -1.4M (-12.7%) 0.10% -0.002 pp 0.00% -0.001 pp USD69.33 -3.5% 5 qtrs
96 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 132.4K +48.6K (+58.1%) 8.86M +2.8M (+47.3%) 0.09% +0.036 pp 0.01% -0.005 pp USD70.95 -5.7% 19 qtrs
97 ALLIANCEBERNSTEIN L.P. 129.7K -8.1K (-5.9%) 8.67M -1.4M (-14.2%) 0.09% -0.003 pp 0.00% 0.000 pp USD70.01 -4.5% 61 qtrs
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 129.1K +115.9K (+878.0%) 8.63M +7.7M (+791.0%) 0.09% +0.083 pp 0.00% +0.001 pp USD67.15 -0.4% 51 qtrs
99 PRINCIPAL FINANCIAL GROUP INC 128.8K -11.9K (-8.5%) 8.62M -1.7M (-16.6%) 0.09% -0.006 pp 0.00% -0.001 pp USD57.72 +15.9% 81 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
8
Sells
0
Shares acquired
18.1K
Shares disposed
Cash buys
Cash sales
Net activity
+18,096
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
2026-04-23 Saak Aaron W Director A-Award A Restricted Stock Units 2,296 0.00 2,296 D
2026-04-13 Saak Aaron W Director 0 0.00 0
2026-04-13 SMITH MARK D Director A-Award A Common Stock 2,262 66.32 150.0K 118,504 D
2026-04-13 MARTIN LOIS M Director A-Award A Common Stock 2,262 66.32 150.0K 6,445 D
2026-04-13 MAPES CHRISTOPHER L Director A-Award A Common Stock 2,262 66.32 150.0K 8,684 D
2026-04-13 Larsen Michael M Director A-Award A Restricted Stock Units 2,262 0.00 13,284 D
2026-04-13 Kadri Ilham Director A-Award A Common Stock 2,262 66.32 150.0K 23,579 D
2026-04-13 HOLT VICTORIA M Director A-Award A Restricted Stock Units 2,262 0.00 13,284 D
2026-04-13 Fister Todd W Director A-Award A Common Stock 2,262 66.32 150.0K 6,356 D
2026-03-04 Schuh Darrell W. Officer S-Sale D Common Stock 1,104 74.39 82.1K 2,201 D
2026-02-23 Carver Samuel M. Officer G-Gift D Common Stock 1,144 0.00 2,713 D
2026-02-13 Wheeler Kevin J. Director / Officer M-Exempt A Common Stock 36,045 0.00 136,692 D
2026-02-13 Schuh Darrell W. Officer F-InKind D Common Stock 356 79.89 28.4K 3,295 D
2026-02-13 STERN JAMES F Officer F-InKind D Common Stock 3,220 79.89 257.2K 99,914 D
2026-02-13 Qiu Jack Officer M-Exempt D Restricted Stock Units 3,275 0.00 0 D
2026-02-13 Otchere Benjamin A Officer M-Exempt D Restricted Stock Units 1,460 0.00 0 D
2026-02-13 O'Brien Stephen D. Officer F-InKind D Common Stock 1,144 0.00 5,719 D
2026-02-13 Lauber Charles T Officer A-Award A Common Stock 2,254 79.89 180.1K 47,119 D
2026-02-13 Kulkarni Parag Officer M-Exempt D Restricted Stock Units 1,115 0.00 7,605 D
2026-02-13 Karge Douglas Samuel Officer M-Exempt A Common Stock 1,415 0.00 4,218 D
2026-02-13 Carver Samuel M. Officer F-InKind D Common Stock 1,026 79.89 82.0K 3,148 D
2026-02-09 Wheeler Kevin J. Director / Officer A-Award A Restricted Stock Units 18,965 0.00 131,265 D
2026-02-09 Shafer Stephen M Director / Officer A-Award A Restricted Stock Units 33,505 0.00 105,195 D
2026-02-09 Selby Curtis E Officer A-Award A Restricted Stock Units 4,740 0.00 13,705 D
2026-02-09 Schuh Darrell W. Officer A-Award A Restricted Stock Units 1,560 0.00 6,085 D
2026-02-09 STERN JAMES F Officer A-Award A Restricted Stock Units 7,015 0.00 28,365 D
2026-02-09 Qiu Jack Officer A-Award A Restricted Stock Units 3,125 0.00 13,100 D
2026-02-09 Otchere Benjamin A Officer A-Award A Restricted Stock Units 1,240 0.00 5,405 D
2026-02-09 O'Brien Stephen D. Officer A-Award A Restricted Stock Units 4,900 0.00 17,605 D
2026-02-09 Lauber Charles T Officer A-Award A Restricted Stock Units 9,485 0.00 38,500 D
2026-02-09 Kulkarni Parag Officer A-Award A Restricted Stock Units 1,105 0.00 7,605 D
2026-02-09 Karge Douglas Samuel Officer A-Award A Restricted Stock Units 1,355 0.00 5,595 D
2026-02-09 Jones Paul J Officer A-Award A Restricted Stock Units 4,900 0.00 10,630 D
2026-02-09 Howe Christopher T. Officer A-Award A Restricted Stock Units 3,635 0.00 25,670 D
2026-02-09 Cheng Ming Officer A-Award A Restricted Stock Units 3,225 0.00 28,600 D
2026-02-09 Carver Samuel M. Officer A-Award A Restricted Stock Units 2,560 0.00 10,525 D
2025-12-01 STERN JAMES F Officer G-Gift D Common Stock 2,500 0.00 96,284 D
2025-10-13 Jones Paul J Officer A-Award A Restricted Stock Units 2,200 0.00 5,730 D
2025-10-08 Howe Christopher T. Officer A-Award A Restricted Stock Units 22,035 0.00 22,035 D
2025-10-01 Jones Paul J Officer Restricted Stock Units 1,985 0.00 0 D
2025-09-01 Kulkarni Parag Officer M-Exempt D Restricted Stock Units 2,140 0.00 0 D
2025-08-07 STERN JAMES F Officer S-Sale D Common Stock 17,434 71.24 1.24M 98,784 D
2025-07-31 Lauber Charles T Officer F-InKind D Common Stock 2,074 70.79 146.8K 39,852 D
2025-07-30 Wheeler Kevin J. Director / Officer S-Sale D Common Stock 22,200 71.26 1.58M 100,647 D
2025-07-29 SMITH MARK D Director S-Sale D Common Stock 2,400 71.36 171.3K 116,242 D
2025-07-07 Cheng Ming Officer A-Award A Restricted Stock Units 25,375 0.00 25,375 D
2025-07-01 Shafer Stephen M Officer A-Award A Restricted Stock Units 7,450 0.00 71,690 D
2025-06-04 STERN JAMES F Officer G-Gift D Common Stock 1,186 0.00 116,218 D
2025-04-08 SMITH MARK D Director A-Award A Common Stock 2,468 60.78 150.0K 118,642 D
2025-04-08 MARTIN LOIS M Director A-Award A Common Stock 2,468 60.78 150.0K 4,094 D
2025-04-08 MAPES CHRISTOPHER L Director A-Award A Common Stock 2,468 60.78 150.0K 6,277 D
2025-04-08 Larsen Michael M Director A-Award A Restricted Stock Units 2,468 0.00 10,807 D
2025-04-08 Kadri Ilham Director A-Award A Common Stock 2,468 60.78 150.0K 21,317 D
2025-04-08 HOLT VICTORIA M Director A-Award A Restricted Stock Units 2,468 0.00 10,807 D
2025-04-08 Fister Todd W Director A-Award A Common Stock 2,468 60.78 150.0K 4,094 D
2025-04-08 BROWN RONALD D Director A-Award A Restricted Stock Units 2,468 0.00 75,391 D
2025-04-01 O'Brien Stephen D. Officer M-Exempt A Common Stock 1,930 0.00 4,659 D
2025-02-27 Carver Samuel M. Officer S-Sale D Common Stock 3,460 66.51 230.1K 0 I
2025-02-21 Carver Samuel M. Officer G-Gift D Common Stock 369 0.00 1,569 D
2025-02-10 Wheeler Kevin J. Officer A-Award A Restricted Stock Units 43,240 0.00 112,300 D
2025-02-10 Shafer Stephen M Officer A-Award A Restricted Stock Units 23,815 0.00 64,240 D
2025-02-10 Selby Curtis E Officer A-Award A Restricted Stock Units 5,345 0.00 8,965 D
2025-02-10 Schuh Darrell W. Officer A-Award A Restricted Stock Units 1,830 0.00 4,525 D
2025-02-10 Scheppele Stephanie Melissa Officer A-Award A Restricted Stock Units 3,205 0.00 8,530 D
2025-02-10 STERN JAMES F Officer A-Award A Restricted Stock Units 8,205 0.00 21,350 D
2025-02-10 Qiu Jack Officer A-Award A Restricted Stock Units 3,770 0.00 9,775 D
2025-02-10 Otchere Benjamin A Officer A-Award A Restricted Stock Units 1,495 0.00 4,165 D
2025-02-10 O'Brien Stephen D. Officer A-Award A Restricted Stock Units 5,725 0.00 14,635 D
2025-02-10 Lauber Charles T Officer A-Award A Restricted Stock Units 11,070 0.00 29,015 D
2025-02-10 Kulkarni Parag Officer A-Award A Restricted Stock Units 1,300 0.00 6,500 D
2025-02-10 Karge Douglas Samuel Officer A-Award A Restricted Stock Units 1,590 0.00 4,240 D
2025-02-10 Heideman Robert J Officer A-Award A Restricted Stock Units 3,815 0.00 10,200 D
2025-02-10 Carver Samuel M. Officer A-Award A Restricted Stock Units 3,015 0.00 7,965 D
2025-02-07 Wheeler Kevin J. Officer M-Exempt A Common Stock 20,440 0.00 110,311 D
2025-02-07 Schuh Darrell W. Officer M-Exempt A Common Stock 660 0.00 2,346 D
2025-02-07 Scheppele Stephanie Melissa Officer M-Exempt A Common Stock 1,535 0.00 3,995 D
2025-02-07 STERN JAMES F Officer M-Exempt A Common Stock 3,890 0.00 119,324 D
2025-02-07 Qiu Jack Officer M-Exempt D Restricted Stock Units 1,775 0.00 0 D
2025-02-07 Otchere Benjamin A Officer M-Exempt D Restricted Stock Units 660 0.00 0 D
2025-02-07 O'Brien Stephen D. Officer F-InKind D Common Stock 496 65.65 32.6K 2,718 D
2025-02-07 Lauber Charles T Officer M-Exempt A Common Stock 5,330 0.00 41,590 D
2025-02-07 Kulkarni Parag Officer M-Exempt D Restricted Stock Units 445 0.00 0 D
2025-02-07 Karge Douglas Samuel Officer S-Sale D Common Stock 419 65.65 27.5K 2,749 D
2025-02-07 Heideman Robert J Officer S-Sale D Common Stock 1,026 65.65 67.4K 8,889 D
2025-02-07 Carver Samuel M. Officer F-InKind D Common Stock 597 65.65 39.2K 1,938 D
2024-11-18 Heideman Robert J Officer G-Gift D Common Stock 1,500 0.00 7,955 D
2024-11-14 Carver Samuel M. Officer G-Gift D Common Stock 1,199 0.00 1,200 D
2024-08-16 O'Brien Stephen D. Officer M-Exempt A Common Stock 3,455 0.00 3,455
2024-08-07 Carver Samuel M. Officer M-Exempt D Employee Stock Options (Right to Buy) 3,755 50.16 188.4K 0
2024-08-01 Selby Curtis E Officer D Restricted Stock Units 3,620 0.00 0
2024-07-31 STERN JAMES F Officer G-Gift D Common Stock 6,680 0.00 115,434
2024-07-30 BROWN RONALD D Director S-Sale D Common Stock 3,631 85.67 311.1K 1,100
2024-07-25 Wheeler Kevin J. Officer M-Exempt A Common Stock 19,220 30.77 591.3K 102,718
2024-05-21 Qiu Jack Officer M-Exempt D Employee Stock Options (Right to Buy) 5,000 74.27 371.3K 2,500
2024-05-17 Schuh Darrell W. Officer D Common Stock 0 0.00 1,670
2024-04-09 SMITH MARK D Director A-Award A Common Stock 1,626 86.14 140.1K 116,174
2024-04-09 Rajendra Ajita G Director A-Award A Common Stock 1,626 86.14 140.1K 58,577
2024-04-09 MARTIN LOIS M Director 0 0.00 0
2024-04-09 MAPES CHRISTOPHER L Director A-Award A Common Stock 1,626 86.14 140.1K 3,769
2024-04-09 Larsen Michael M Director A-Award A Restricted Stock Units 1,626 0.00 8,194
2024-04-09 Kadri Ilham Director A-Award A Common Stock 1,626 86.14 140.1K 18,849
2024-04-09 HOLT VICTORIA M Director A-Award A Restricted Stock Units 1,626 0.00 8,194
2024-04-09 Fister Todd W Director 0 0.00 0
2024-04-09 BROWN RONALD D Director A-Award A Restricted Stock Units 1,626 0.00 71,663
2024-04-01 Schuh Darrell W. Officer D Common Stock 0 0.00 566
2024-03-18 Shafer Stephen M Officer A-Award A Restricted Stock Units 40,425 0.00 40,425
2024-03-05 Heideman Robert J Officer M-Exempt A Common Stock 9,890 60.82 601.5K 19,345
2024-03-04 Rajendra Ajita G Director S-Sale D Common Stock 60,258 84.51 5.09M 56,951
2024-03-01 Rajendra Ajita G Director M-Exempt A Common Stock 43,137 42.39 1.83M 100,088
2024-02-29 Rajendra Ajita G Director M-Exempt A Common Stock 24,669 42.39 1.05M 81,620
2024-02-28 Rajendra Ajita G Director S-Sale D Common Stock 25,331 83.03 2.10M 56,951
2024-02-15 Heideman Robert J Officer G-Gift D Common Stock 1,585 0.00 9,455
2024-02-12 Wheeler Kevin J. Officer A-Award A Restricted Stock Units 33,015 0.00 89,500
2024-02-12 Warren David R Officer A-Award A Restricted Stock Units 5,000 0.00 13,635
2024-02-12 Scheppele Stephanie Melissa Officer A-Award A Restricted Stock Units 2,470 0.00 6,860
2024-02-12 STERN JAMES F Officer A-Award A Restricted Stock Units 6,110 0.00 16,850
2024-02-12 Qiu Jack Officer A-Award A Restricted Stock Units 2,930 0.00 7,980
2024-02-12 Petrarca Mark A Officer A-Award A Restricted Stock Units 4,600 0.00 12,755
2024-02-12 Otchere Benjamin A Officer A-Award A Restricted Stock Units 1,210 0.00 3,330
2024-02-12 O'Brien Stephen D. Officer A-Award A Restricted Stock Units 4,075 0.00 13,475
2024-02-12 Lauber Charles T Officer A-Award A Restricted Stock Units 8,330 0.00 23,120
2024-02-12 Kulkarni Parag Officer A-Award A Restricted Stock Units 955 0.00 4,655
2024-02-12 Karge Douglas Samuel Officer A-Award A Restricted Stock Units 1,235 0.00 3,450
2024-02-12 Heideman Robert J Officer A-Award A Restricted Stock Units 2,960 0.00 8,345
2024-02-12 Carver Samuel M. Officer A-Award A Restricted Stock Units 2,345 0.00 6,285
2024-02-08 Wheeler Kevin J. Officer M-Exempt A Common Stock 22,790 0.00 94,253
2024-02-08 Warren David R Officer M-Exempt D Restricted Stock Units 3,635 0.00 0
2024-02-08 Scheppele Stephanie Melissa Officer M-Exempt A Common Stock 1,630 0.00 3,188
2024-02-08 STERN JAMES F Officer M-Exempt A Common Stock 4,125 0.00 124,125
2024-02-08 Qiu Jack Officer M-Exempt D Restricted Stock Units 1,630 0.00 0
2024-02-08 Petrarca Mark A Officer F-InKind D Common Stock 1,684 80.28 135.2K 87,407
2024-02-08 Otchere Benjamin A Officer M-Exempt A Common Stock 370 0.00 922
2024-02-08 Lauber Charles T Officer M-Exempt A Common Stock 5,970 0.00 39,136
2024-02-08 Kulkarni Parag Officer M-Exempt D Restricted Stock Units 545 0.00 0
2024-02-08 Karge Douglas Samuel Officer F-InKind D Common Stock 456 80.28 36.6K 2,323
2024-02-08 Heideman Robert J Officer F-InKind D Common Stock 1,152 80.28 92.5K 11,040
2024-02-08 Carver Samuel M. Officer F-InKind D Common Stock 485 80.28 38.9K 2,399
2024-02-07 WOLF IDELLE K Director S-Sale D Common Stock 814 80.00 65.1K 46,140
2024-02-07 Kulkarni Parag Officer M-Exempt D Employee Stock Options (Right to Buy) 1,720 33.24 57.2K 0
2023-12-22 SMITH MARK D Director G-Gift A Common Stock 3,860 0.00 118,408
2023-11-22 SMITH MARK D Director S-Sale D Common Stock 2,700 76.01 205.2K 114,548
2023-11-17 WOLF IDELLE K Director S-Sale D Common Stock 1,000 76.16 76.2K 47,954
2023-11-14 Petrarca Mark A Officer S-Sale D Common Stock 8,000 75.70 605.6K 85,671
2023-11-14 Heideman Robert J Officer M-Exempt A Common Stock 4,622 49.42 228.4K 14,534
2023-11-13 STERN JAMES F Officer S-Sale D Common Stock 8,118 73.00 592.6K 120,000
2023-11-13 Petrarca Mark A Officer S-Sale D Common Stock 11,005 73.20 805.6K 93,671
2023-11-10 STERN JAMES F Officer S-Sale D Common Stock 8,118 72.00 584.5K 128,118
2023-11-10 Rajendra Ajita G Director M-Exempt A Common Stock 53,125 49.42 2.63M 110,076
2023-11-06 Rajendra Ajita G Director M-Exempt A Common Stock 3,978 49.42 196.6K 60,929
2023-11-03 Rajendra Ajita G Director S-Sale D Common Stock 56,686 72.24 4.10M 56,951
2023-11-02 Rajendra Ajita G Director S-Sale D Common Stock 1,651 72.01 118.9K 56,951
2023-10-08 Qiu Jack Officer M-Exempt D Restricted Stock Units 1,800 66.76 120.2K 0
2023-08-25 Wheeler Kevin J. Officer M-Exempt A Common Stock 19,900 23.24 462.4K 84,380
2023-08-24 Rajendra Ajita G Director G-Gift D Common Stock 12,000 0.00 231,405
2023-08-08 STERN JAMES F Officer G-Gift D Common Stock 6,220 0.00 136,236
2023-08-04 WOLF IDELLE K Director S-Sale D Common Stock 1,142 72.77 83.1K 50,222
2023-07-13 Scheppele Stephanie Melissa Officer M-Exempt A Common Stock 2,570 0.00 2,570
2023-05-11 Heideman Robert J Officer G-Gift D Common Stock 1,500 0.00 9,912
2023-05-09 Otchere Benjamin A Officer M-Exempt D Employee Stock Options (Right to Buy) 1,525 49.42 75.4K 7,960
2023-05-01 SMITH MARK D Director S-Sale D Common Stock 1,464 69.75 102.1K 117,248
2023-04-11 WOLF IDELLE K Director A-Award A Common Stock 2,126 65.86 140.0K 51,364
2023-04-11 SMITH MARK D Director A-Award A Common Stock 2,126 65.86 140.0K 118,712
2023-04-11 Rajendra Ajita G Director A-Award A Common Stock 2,126 65.86 140.0K 56,951
2023-04-11 MAPES CHRISTOPHER L Director I Common Stock 0 0.00 10,000
2023-04-11 Larsen Michael M Director A-Award A Restricted Stock Units 2,126 0.00 6,439
2023-04-11 Kadri Ilham Director A-Award A Common Stock 2,126 65.86 140.0K 17,223
2023-04-11 HOLT VICTORIA M Director A-Award A Restricted Stock Units 2,126 0.00 6,439
2023-04-11 Exum Earl E. Director A-Award A Common Stock 2,126 65.86 140.0K 4,286
2023-04-11 BROWN RONALD D Director A-Award A Restricted Stock Units 2,126 0.00 68,575
2023-03-06 Larsen Michael M Director P-Purchase A Common Stock 4,000 66.89 267.5K 11,425
2023-02-15 Heideman Robert J Officer M-Exempt D Employee Stock Options (Right to Buy) 12,283 42.39 520.7K 32,887
2023-02-13 Wheeler Kevin J. Officer A-Award A Restricted Stock Units 36,045 0.00 79,275
2023-02-13 Warren David R Officer A-Award A Restricted Stock Units 5,510 0.00 12,270
2023-02-13 Scheppele Stephanie Melissa Officer A-Award A Restricted Stock Units 2,855 0.00 8,590
2023-02-13 STERN JAMES F Officer A-Award A Restricted Stock Units 6,850 0.00 14,865
2023-02-13 Qiu Jack Officer A-Award A Restricted Stock Units 3,275 0.00 8,480
2023-02-13 Petrarca Mark A Officer A-Award A Restricted Stock Units 5,215 0.00 11,575
2023-02-13 Otchere Benjamin A Officer A-Award A Restricted Stock Units 1,460 0.00 2,490
2023-02-13 O'Brien Stephen D. Officer A-Award A Restricted Stock Units 2,905 0.00 9,400
2023-02-13 Lauber Charles T Officer A-Award A Restricted Stock Units 9,460 0.00 20,760
2023-02-13 Kulkarni Parag Officer A-Award A Restricted Stock Units 1,115 0.00 4,245
2023-02-13 Kempken Daniel L Officer A-Award A Restricted Stock Units 1,245 0.00 2,825
2023-02-13 Karge Douglas Samuel Officer A-Award A Restricted Stock Units 1,415 0.00 3,085
2023-02-13 Heideman Robert J Officer A-Award A Restricted Stock Units 3,425 0.00 7,665
2023-02-13 Carver Samuel M. Officer A-Award A Restricted Stock Units 2,605 0.00 5,025
2023-02-10 Wheeler Kevin J. Officer F-InKind D Common Stock 14,684 65.80 966.2K 64,480
2023-02-10 Warren David R Officer M-Exempt D Restricted Stock Units 4,670 0.00 6,760
2023-02-10 STERN JAMES F Officer M-Exempt A Common Stock 5,915 0.00 145,317
2023-02-10 Rajendra Ajita G Director F-InKind D Common Stock 13,861 65.80 912.1K 54,825
2023-02-10 Qiu Jack Officer M-Exempt D Restricted Stock Units 1,060 0.00 5,205
2023-02-10 Petrarca Mark A Officer F-InKind D Common Stock 1,915 65.80 126.0K 93,671
2023-02-10 Otchere Benjamin A Officer M-Exempt A Common Stock 530 0.00 744
2023-02-10 Lauber Charles T Officer M-Exempt D Restricted Stock Units 7,085 0.00 11,300
2023-02-10 Kulkarni Parag Officer M-Exempt D Restricted Stock Units 780 0.00 3,130
2023-02-10 Kempken Daniel L Officer F-InKind D Common Stock 657 65.80 43.2K 9,087
2023-02-10 Karge Douglas Samuel Officer M-Exempt A Common Stock 975 0.00 2,396
2023-02-10 Heideman Robert J Officer M-Exempt A Common Stock 3,540 0.00 13,167
2023-02-10 Carver Samuel M. Officer M-Exempt D Restricted Stock Units 1,155 0.00 2,420
2023-02-06 Kempken Daniel L Officer M-Exempt A Common Stock 2,500 17.46 43.7K 10,843
2023-02-03 Carver Samuel M. Officer S-Sale D Common Stock 4,000 69.65 278.6K 1,154

Executive team

Top executives
EBIT / Employee
57.4K
Shares Outstanding
139.71M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Kevin J. Wheeler Executive Chairman 1.08M 3.68M 3.40M 338.3K 8.50M 43.34%
2 2025 Stephen M. Shafer President and Chief Executive Officer 965.8K 2.68M 1.07M 248.7K 4.96M 53.99%
3 2025 James F. Stern Executive Vice President, Corporate Development, Strategy, and Secretary 668.6K 698.6K 855.0K 642.7K 2.86M 24.39%
4 2025 Charles T. Lauber Executive Vice President and Chief Financial Officer 673.8K 942.6K 1.07M 137.9K 2.83M 33.34%
5 2025 Ming Cheng Senior Vice President and Chief Technology Officer 230.3K 100.0K 1.76M 136.0K 255.8K 2.48M 70.94%
6 2025 Christopher T. Howe Senior Vice President and Chief Digital Information Officer 109.8K 1.59M 65.0K 11.5K 1.77M 89.50%
7 2024 Kevin J. Wheeler Chairman and Chief Executive Officer 1.12M 3.48M 2.78M 289.8K 7.67M 45.36%
8 2024 Kevin J. Wheeler Executive Chairman 1.12M 3.48M 2.78M 289.8K 7.67M 45.36%
9 2024 Stephen M. Shafer President and Chief Operating Officer 712.5K 3.95M 491.0K 432.5K 5.59M 70.71%
10 2024 Stephen M. Shafer President and Chief Executive Officer 712.5K 3.95M 491.0K 432.5K 5.59M 70.71%
11 2024 Charles T. Lauber Executive Vice President and Chief Financial Officer 651.0K 893.7K 833.0K 133.0K 2.51M 35.60%
12 2024 James F. Stern Executive Vice President, General Counsel and Secretary 646.0K 663.1K 658.0K 276.2K 2.24M 29.56%
13 2024 James F. Stern Executive Vice President, Corporate Development, Strategy, and Secretary 646.0K 663.1K 658.0K 276.2K 2.24M 29.56%
14 2024 Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs 374.7K 500.3K 402.0K 731.9K 2.01M 24.91%
15 2024 Stephen D. O’Brien Senior Vice President, President and General Manager – North America Water Heating 470.0K 429.0K 305.0K 55.1K 1.26M 34.07%
16 2023 Kevin J. Wheeler Chairman, President and Chief Executive Officer 1.08M 3.15M 4.30M 237.0K 8.76M 35.93%
17 2023 Kevin J. Wheeler Executive Chairman 1.08M 3.15M 3.89M 237.0K 8.35M 37.68%
18 2023 Kevin J. Wheeler Chairman and Chief Executive Officer 1.08M 3.15M 3.89M 237.0K 8.35M 37.68%
19 2023 James F. Stern Executive Vice President, General Counsel and Secretary 621.0K 597.9K 979.0K 713.2K 2.91M 20.54%
20 2023 James F. Stern Executive Vice President, Corporate Development, Strategy, and Secretary 621.0K 597.9K 979.0K 713.2K 2.91M 20.54%
21 2023 Charles T. Lauber Executive Vice President and Chief Financial Officer 626.0K 825.5K 1.26M 115.8K 2.83M 29.17%
22 2023 Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs 537.0K 455.2K 777.0K 730.1K 2.50M 18.21%
23 2023 David R. Warren Senior Vice President, President and General Manager – North America Water Heating 500.0K 481.1K 934.0K 76.3K 1.99M 24.16%
24 2022 Kevin J. Wheeler Chairman and Chief Executive Officer 1.04M 146.0K 1.52M 1.52M 2.12M 301.1K 6.64M 45.72%
25 2022 Kevin J. Wheeler Chairman, President and Chief Executive Officer 1.04M 146.0K 1.52M 1.52M 2.12M 301.1K 6.64M 45.72%
26 2022 Charles T. Lauber Executive Vice President and Chief Financial Officer 602.0K 49.0K 395.8K 396.0K 574.0K 119.8K 2.14M 37.06%
27 2022 James F. Stern Executive Vice President, General Counsel and Secretary 597.0K 47.0K 288.9K 288.8K 491.0K 94.5K 1.81M 31.97%
28 2022 David R. Warren Senior Vice President, President and General Manager – North America Water Heating 479.5K 47.0K 232.1K 232.1K 381.0K 77.1K 1.45M 32.04%
29 2022 Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs 516.0K 37.0K 218.3K 218.3K 348.0K 81.3K 1.42M 30.77%
30 2021 Kevin J. Wheeler Chairman, President and Chief Executive Officer 1.00M 1.39M 1.39M 2.92M 208.9K 6.90M 40.19%
31 2021 James F. Stern Executive Vice President, General Counsel and Secretary 577.0K 250.9K 250.8K 901.0K 507.0K 2.49M 20.17%
32 2021 Charles T. Lauber Executive Vice President and Chief Financial Officer 556.0K 363.1K 363.0K 778.0K 99.8K 2.16M 33.62%
33 2021 Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs 498.5K 208.0K 207.9K 666.0K 484.4K 2.06M 20.14%
34 2021 David R. Warren Senior Vice President, President and General Manager – North America Water Heating 421.9K 198.0K 198.0K 689.0K 73.2K 1.58M 25.06%
35 2020 Ajita G. Rajendra Executive Chairman 300.0K 1.25M 1.25M 1.38M 1.24M 5.42M 46.16%
36 2020 Kevin J. Wheeler Chairman, President and Chief Executive Officer 869.0K 1.32M 1.32M 1.35M 318.8K 5.17M 51.02%
37 2020 James F. Stern Executive Vice President, General Counsel and Secretary 525.0K 250.7K 250.8K 574.0K 629.5K 2.23M 22.49%
38 2020 Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs 453.8K 164.9K 165.0K 412.0K 692.5K 1.89M 17.47%
39 2020 Mark A. Petrarca Sr. Vice President - Human Resources and Public Affairs 453.8K 164.9K 165.0K 412.0K 692.5K 1.89M 17.47%
40 2020 Charles T. Lauber Executive Vice President and Chief Financial Officer 506.3K 300.3K 300.3K 435.0K 201.1K 1.74M 34.46%
41 2020 David R. Warren Senior Vice President; President and General Manager – North America Water Heating 421.9K 198.0K 198.0K 469.0K 230.2K 1.52M 26.10%
42 2020 David R. Warren Senior Vice President, President and General Manager – North America Water Heating 421.9K 198.0K 198.0K 469.0K 230.2K 1.52M 26.10%
43 2019 Ajita G. Rajendra Executive Chairman 900.0K 1.25M 1.25M 2.02M 734.5K 6.15M 40.65%
44 2019 Kevin J. Wheeler President and Chief Executive Officer 930.0K 857.9K 858.0K 845.0K 317.5K 3.81M 45.06%
45 2019 Kevin J. Wheeler Chairman, President and Chief Executive Officer 930.0K 857.9K 858.0K 845.0K 317.5K 3.81M 45.06%
46 2019 James F. Stern Executive Vice President, General Counsel and Secretary 543.0K 242.7K 242.5K 466.0K 634.3K 2.13M 22.80%
47 2019 John J. Kita Executive Vice President and Chief Financial Officer (Retired) 194.3K 313.6K 313.5K 379.0K 869.6K 2.07M 30.29%
48 2019 Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs 470.0K 160.1K 160.0K 348.0K 729.9K 1.87M 17.14%
49 2019 Mark A. Petrarca Sr. Vice President – Human Resources and Public Affairs 470.0K 160.1K 160.0K 348.0K 729.9K 1.87M 17.14%
50 2019 Mark A. Petrarca Sr. Vice President - Human Resources and Public Affairs 470.0K 160.1K 160.0K 348.0K 729.9K 1.87M 17.14%
51 2019 Charles T. Lauber Executive Vice President and Chief Financial Officer 458.3K 232.0K 232.0K 291.0K 208.1K 1.42M 32.65%
52 2018 Ajita G. Rajendra Executive Chairman 1.01M 1.15M 1.15M 3.28M 296.5K 6.90M 33.49%
53 2018 Kevin J. Wheeler Chairman, President and Chief Executive Officer 700.0K 588.1K 588.0K 1.12M 253.8K 3.25M 36.16%
54 2018 Kevin J. Wheeler President and Chief Executive Officer 700.0K 588.1K 588.0K 1.12M 253.8K 3.25M 36.16%
55 2018 John J. Kita 7, Executive Vice President and Chief Financial Officer 566.0K 100.0K 297.1K 297.0K 990.0K 645.7K 2.90M 20.51%
56 2018 John J. Kita Executive Vice President and Chief Financial Officer (Retired) 566.0K 100.0K 297.1K 297.0K 990.0K 645.7K 2.90M 20.51%
57 2018 Wei Ding Senior Vice President; President – A. O. Smith China 451.0K 158.4K 158.4K 521.0K 614.4K 1.90M 16.65%
58 2018 James F. Stern Executive Vice President, General Counsel and Secretary 527.0K 231.0K 231.0K 753.0K 157.4K 1.90M 24.32%
59 2018 Mark A. Petrarca Sr. Vice President - Human Resources and Public Affairs 456.0K 151.9K 151.8K 576.0K 72.5K 1.41M 21.57%
60 2018 Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs 456.0K 151.9K 151.8K 576.0K 72.5K 1.41M 21.57%
61 2017 Ajita G. Rajendra Executive Chairman 1.03M 1.04M 1.04M 3.08M 1.38M 7.57M 27.46%
62 2017 Ajita G. Rajendra Chairman and Chief Executive Officer 1.03M 1.04M 1.04M 3.08M 1.38M 7.57M 27.46%
63 2017 John J. Kita Executive Vice President and Chief Financial Officer (Retired) 549.0K 277.1K 277.2K 969.0K 902.0K 2.97M 18.64%
64 2017 John J. Kita 7, Executive Vice President and Chief Financial Officer 549.0K 277.1K 277.2K 969.0K 902.0K 2.97M 18.64%
65 2017 John J. Kita Executive Vice President and Chief Financial Officer 549.0K 277.1K 277.2K 969.0K 902.0K 2.97M 18.64%
66 2017 James F. Stern Executive Vice President, General Counsel and Secretary 511.0K 197.9K 198.0K 755.0K 403.8K 2.07M 19.16%
67 2017 Wei Ding Senior Vice President; President – A. O. Smith China 418.0K 50.0K 145.2K 145.2K 591.0K 599.9K 1.95M 14.90%
68 2017 Kevin J. Wheeler President and Chief Executive Officer 522.0K 191.4K 191.4K 739.0K 181.9K 1.83M 20.97%
69 2017 Kevin J. Wheeler President and Chief Operating Officer 522.0K 191.4K 191.4K 739.0K 181.9K 1.83M 20.97%
70 2017 Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs 442.0K 143.5K 143.5K 561.0K 420.8K 1.71M 16.78%
71 2016 Ajita G. Rajendra Chariman, President and Chief Executive Officer 1.00M 976.7K 976.8K 2.79M 1.57M 7.30M 26.74%
72 2016 Ajita G. Rajendra Executive Chairman 1.00M 976.7K 976.8K 2.79M 1.57M 7.30M 26.74%
73 2016 Ajita G. Rajendra Chairman and Chief Executive Officer 1.00M 976.7K 976.8K 2.79M 1.57M 7.30M 26.74%
74 2016 John J. Kita Executive Vice President and Chief Financial Officer 533.0K 260.6K 260.7K 857.0K 1.17M 3.08M 16.91%
75 2016 John J. Kita 7, Executive Vice President and Chief Financial Officer 533.0K 260.6K 260.7K 857.0K 1.17M 3.08M 16.91%
76 2016 James F. Stern Executive Vice President, General Counsel and Secretary 496.0K 181.5K 181.5K 685.0K 402.6K 1.95M 18.65%
77 2016 Mark A. Petrarca Sr. Vice President Human Resources and Public Affairs 429.0K 136.8K 137.0K 529.0K 446.0K 1.68M 16.32%
78 2016 Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 429.0K 136.8K 137.0K 529.0K 446.0K 1.68M 16.32%
79 2016 Kevin J. Wheeler President and Chief Executive Officer 429.0K 174.8K 174.9K 642.0K 159.3K 1.58M 22.13%
80 2016 Kevin J. Wheeler Senior Vice President, President, North America, India, Europeand Export 429.0K 174.8K 174.9K 642.0K 159.3K 1.58M 22.13%
81 2016 Kevin J. Wheeler President and Chief Operating Officer 429.0K 174.8K 174.9K 642.0K 159.3K 1.58M 22.13%
82 2015 Ajita G. Rajendra Chairman, President and Chief Executive Officer 980.0K 907.6K 907.5K 2.90M 1.31M 7.01M 25.89%
83 2015 Ajita G. Rajendra Chairman and Chief Executive Officer 980.0K 907.6K 907.5K 2.90M 1.31M 7.01M 25.89%
84 2015 Ajita G. Rajendra Chariman, President and Chief Executive Officer 980.0K 907.6K 907.5K 2.90M 1.31M 7.01M 25.89%
85 2015 John J. Kita Executive Vice President and Chief Financial Officer 522.0K 250.1K 250.0K 986.0K 1.05M 3.06M 16.33%
86 2015 James F. Stern Executive Vice President, General Counsel and Secretary 486.0K 182.4K 182.5K 786.0K 309.9K 1.95M 18.74%
87 2015 Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 420.0K 137.5K 137.5K 607.9K 303.7K 1.61M 17.12%
88 2015 Kevin J. Wheeler Senior Vice President, President, North America, India, Europe and Export 420.0K 164.9K 165.0K 699.5K 82.6K 1.53M 21.53%
89 2015 Kevin J. Wheeler Senior Vice President, President, North America, India, Europeand Export 420.0K 164.9K 165.0K 699.5K 82.6K 1.53M 21.53%
90 2015 Kevin J. Wheeler President and Chief Operating Officer 420.0K 164.9K 165.0K 699.5K 82.6K 1.53M 21.53%
91 2014 Ajita G. Rajendra Chairman, President and Chief Executive Officer 932.0K 857.4K 857.7K 1.98M 2.03M 6.66M 25.74%
92 2014 Ajita G. Rajendra Chariman, President and Chief Executive Officer 932.0K 857.4K 857.7K 1.98M 2.03M 6.66M 25.74%
93 2014 John J. Kita Executive Vice President and Chief Financial Officer 497.0K 239.3K 239.0K 838.0K 1.64M 3.45M 13.86%
94 2014 James F. Stern Executive Vice President, General Counsel and Secretary 462.9K 165.0K 164.6K 693.0K 502.7K 1.99M 16.58%
95 2014 Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 399.5K 137.1K 137.3K 519.0K 610.0K 1.80M 15.22%
96 2014 Kevin J. Wheeler Senior Vice President, President, North America, India, Europe and Export 360.0K 8.0K 165.0K 164.6K 325.0K 201.5K 1.22M 26.92%
97 2014 Kevin J. Wheeler Senior Vice President, President, North America, India, Europeand Export 360.0K 8.0K 165.0K 164.6K 325.0K 201.5K 1.22M 26.92%
98 2013 Paul W. Jones Executive Chairman 850.0K 998.8K 1.00M 2.88M 163.4K 6.81M 29.38%
99 2013 Ajita G. Rajendra Chairman, President and Chief Executive Officer 850.0K 726.4K 727.1K 1.69M 1.34M 5.33M 27.27%
100 2013 Ajita G. Rajendra President and Chief Executive Officer 850.0K 726.4K 727.1K 1.69M 256.8K 5.33M 27.27%
101 2013 John J. Kita Executive Vice President and Chief Financial Officer 482.5K 230.5K 231.6K 619.0K 828.4K 2.39M 19.32%
102 2013 James F. Stern Executive Vice President, General Counsel and Secretary 449.4K 153.7K 156.9K 695.5K 210.7K 1.67M 18.64%
103 2013 Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 387.8K 125.7K 129.5K 531.0K 195.4K 1.37M 18.63%
104 2012 Paul W. Jones Executive Chairman 1.03M 988.4K 989.6K 2.54M 181.6K 6.89M 28.71%
105 2012 Paul W. Jones Chairman and Chief Executive Officer 1.03M 988.4K 989.6K 2.54M 181.6K 6.89M 28.71%
106 2012 Ajita G. Rajendra President and Chief Executive Officer 576.8K 395.3K 396.5K 775.5K 86.8K 2.90M 27.31%
107 2012 Ajita G. Rajendra President and Chief Operating Officer 576.8K 395.3K 396.5K 775.5K 86.8K 2.90M 27.31%
108 2012 John J. Kita Executive Vice President and Chief Financial Officer 467.5K 216.1K 214.8K 487.0K 65.7K 2.33M 18.47%
109 2012 James F. Stern Executive Vice President, General Counsel and Secretary 436.3K 147.1K 148.7K 574.5K 68.5K 1.59M 18.62%
110 2012 Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 376.5K 114.9K 115.6K 442.0K 56.8K 1.45M 15.85%
111 2011 Paul W. Jones Executive Chairman 1.00M 1.00M 991.6K 990.1K 2.52M 167.0K 7.50M 26.41%
112 2011 Paul W. Jones Chairman and Chief Executive Officer 1.00M 1.00M 991.6K 990.1K 2.52M 167.0K 7.50M 26.41%
113 2011 Ajita G. Rajendra President and Chief Executive Officer 500.4K 100.0K 215.6K 216.2K 637.0K 92.5K 2.18M 19.77%
114 2011 Ajita G. Rajendra President and Chief Operating Officer 500.4K 100.0K 215.6K 216.2K 637.0K 92.5K 2.18M 19.77%
115 2011 James F. Stern Executive Vice President, General Counsel and Secretary 424.0K 300.0K 379.4K 140.3K 524.5K 90.7K 1.98M 26.19%
116 2011 John J. Kita Executive Vice President and Chief Financial Officer 387.5K 200.0K 69.0K 267.8K 396.5K 66.0K 1.86M 18.10%
117 2011 Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 365.9K 100.0K 116.4K 113.9K 415.5K 68.7K 1.38M 16.67%
118 2010 Paul W. Jones Chairman and Chief Executive Officer 1.00M 829.5K 831.5K 2.78M 163.3K 6.57M 25.28%
119 2010 Terry M. Murphy Executive Vice President and Chief Financial Officer 470.9K 163.4K 162.0K 871.5K 75.0K 2.02M 16.12%
120 2010 Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company 454.7K 163.4K 162.0K 735.0K 71.4K 1.96M 16.56%
121 2010 Ajita G. Rajendra President and Chief Operating Officer 454.7K 163.4K 162.0K 735.0K 71.4K 1.96M 16.56%
122 2010 Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 446.3K 150.8K 151.3K 734.0K 70.8K 1.73M 17.49%
123 2010 James F. Stern Executive Vice President, General Counsel and Secretary 409.8K 142.4K 142.2K 673.0K 69.5K 1.55M 18.37%
124 2010 Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 355.1K 117.3K 116.2K 491.5K 58.5K 1.33M 17.54%
125 2009 Paul W. Jones Chairman and Chief Executive Officer 950.0K 923.6K 923.9K 2.36M 179.6K 6.27M 29.45%
126 2009 Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company 433.0K 173.9K 174.8K 684.5K 72.4K 2.18M 16.02%
127 2009 Terry M. Murphy Executive Vice President and Chief Financial Officer 455.0K 151.1K 221.4K 739.5K 88.6K 1.99M 18.73%
128 2009 Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 425.0K 173.9K 174.8K 516.5K 77.9K 1.50M 23.31%
129 2009 Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company Mark A. Petrarca Senior Vice President, Human Resources and Public Affairs 335.0K 119.7K 120.6K 419.0K 63.8K 1.24M 19.31%
130 2009 James F. Stern Executive Vice President, General Counsel and Secretary 383.0K 151.1K 151.8K 269.0K 76.8K 1.12M 27.05%
131 2008 Paul W. Jones Chairman and Chief Executive Officer 931.0K 755.6K 1.19M 1.62M 173.9K 5.01M 38.81%
132 2008 James F. Stern Executive Vice President, General Counsel and Secretary Ronald E. Massa Retired Executive Vice President 61.7K 167.5K 132.4K 228.0K 252.0K 1.59M 18.88%
133 2008 Terry M. Murphy Executive Vice President and Chief Financial Officer 446.0K 231.7K 212.6K 459.0K 92.3K 1.58M 28.17%
134 2008 Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company 418.0K 167.5K 151.6K 428.0K 62.0K 1.37M 23.30%
135 2008 Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company 410.0K 167.5K 151.6K 443.0K 68.2K 1.32M 24.18%
136 2008 James F. Stern Executive Vice President, General Counsel and Secretary 368.0K 167.5K 151.6K 195.0K 84.3K 1.01M 31.70%
137 2007 Paul W. Jones Chairman and Chief Executive Officer 870.0K 693.0K 431.4K 1.39M 148.5K 3.83M 29.33%
138 2007 James F. Stern Executive Vice President, General Counsel and Secretary Ronald E. Massa Retired Executive Vice President 357.5K 316.4K 225.7K 430.5K 119.1K 1.73M 31.26%
139 2007 Terry M. Murphy Executive Vice President and Chief Financial Officer 420.0K 328.0K 146.9K 319.0K 159.3K 1.50M 31.73%
140 2007 Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company 394.0K 272.4K 85.3K 459.5K 69.2K 1.37M 26.15%
141 2007 W. David Romoser Retired Senior Vice President, General Counsel and Secretary 174.1K 261.1K 176.9K 343.0K 248.7K 1.20M 36.39%
142 2007 Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company 378.0K 206.4K 85.3K 356.5K 71.3K 1.13M 25.84%
143 2006 Paul W. Jones Chairman and Chief Executive Officer 807.0K 777.9K 227.9K 849.0K 293.3K 3.23M 31.10%
144 2006 Terry M. Murphy Executive Vice President and Chief Financial Officer 400.0K 100.0K 252.2K 77.6K 253.0K 182.7K 1.63M 20.24%
145 2006 Ronald E. Massa Executive Vice President 339.9K 185.0K 73.4K 210.0K 128.8K 1.23M 21.00%
146 2006 James F. Stern Executive Vice President, General Counsel and Secretary Ronald E. Massa Retired Executive Vice President 339.9K 185.0K 73.4K 210.0K 128.8K 1.23M 21.00%
147 2006 Ajita G. Rajendra Executive Vice President President of A. O. Smith Water Products Company, a division of the Company 360.3K 50.0K 216.7K 60.6K 298.0K 69.8K 1.18M 23.47%
148 2006 Christopher L. Mapes Executive Vice President President of A. O. Smith Electrical Products Company, a division of the Company 346.7K 40.0K 174.8K 36.0K 162.0K 74.5K 858.7K 24.54%
149 2005 Robert J. O’Toole Retired Chairman and Chief Executive Officer 867.0K 749.0K 98.2K 1.71M 0.00%
150 2005 Paul W. Jones Chairman and Chief Executive Officer 621.0K 445.0K 60.0K 1.13M 0.00%
151 2005 Ajita G. Rajendra Senior Vice President President of A. O. Smith Water Products Company, a division of the Company 302.5K 230.0K 418.2K 86.5K 1.04M 40.32%
152 2005 Ronald E. Massa Senior Vice President 326.6K 170.0K 116.8K 613.4K 0.00%
153 2005 W. David Romoser Vice President, General Counsel and Secretary 299.0K 145.0K 22.0K 466.0K 0.00%
154 2005 Christopher L. Mapes Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company 333.3K 89.0K 22.0K 444.4K 0.00%
155 2004 Paul W. Jones Chairman and Chief Executive Officer 600.0K 186.9K 1.37M 128.4K 2.28M 59.92%
156 2004 Paul W. Jones* President and Chief Operating Officer 600.0K 186.9K 1.37M 128.4K 2.28M 59.92%
157 2004 Robert J. O’Toole Retired Chairman and Chief Executive Officer 836.0K 312.5K 925.0K 48.0K 2.12M 43.60%
158 2004 Robert J. O’Toole Chairman and Chief Executive Officer 836.0K 312.5K 925.0K 48.0K 2.12M 43.60%
159 2004 Kenneth W. Krueger Senior Vice President Chief Financial Officer 329.5K 72.0K 221.4K 18.0K 640.9K 34.54%
160 2004 Ronald E. Massa Senior Vice President 313.5K 221.4K 27.7K 562.6K 39.35%
161 2004 Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company 313.5K 221.4K 27.7K 562.6K 39.35%
162 2004 W. David Romoser Vice President, General Counsel and Secretary 288.0K 61.0K 159.9K 8.2K 517.1K 30.92%
163 2004 Donald M. Heinrich Former Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company 307.0K 17.5K 8.2K 332.7K 0.00%
164 2004 Christopher L. Mapes Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company
165 2004 Ajita G. Rajendra Senior Vice President President of A. O. Smith Water Products Company, a division of the Company
166 2003 Robert J. O’Toole Retired Chairman and Chief Executive Officer 804.0K 650.0K 617.7K 38.6K 2.11M 29.27%
167 2003 Robert J. O’Toole Chairman and Chief Executive Officer 804.0K 650.0K 617.7K 38.6K 2.11M 29.27%
168 2003 Kenneth W. Krueger Senior Vice President Chief Financial Officer 315.0K 150.0K 130.5K 21.3K 616.8K 21.16%
169 2003 Ronald E. Massa Senior Vice President 301.0K 70.0K 130.5K 30.9K 532.4K 24.51%
170 2003 Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company 301.0K 70.0K 130.5K 30.9K 532.4K 24.51%
171 2003 W. David Romoser Vice President, General Counsel and Secretary 277.0K 126.0K 104.4K 12.5K 519.9K 20.08%
172 2003 Donald M. Heinrich Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company 301.0K 59.0K 130.5K 14.5K 505.0K 25.84%
173 2003 Donald M. Heinrich Former Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company 301.0K 59.0K 130.5K 14.5K 505.0K 25.84%
174 2003 Christopher L. Mapes Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company
175 2003 Paul W. Jones* President and Chief Operating Officer
176 2003 Ajita G. Rajendra Senior Vice President President of A. O. Smith Water Products Company, a division of the Company
177 2003 Paul W. Jones Chairman and Chief Executive Officer
178 2002 Robert J. O’Toole Chairman and Chief Executive Officer 773.0K 735.0K 572.5K 42.1K 2.12M 26.97%
179 2002 Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company 294.0K 255.0K 121.0K 151.0K 820.9K 14.73%
180 2002 Kenneth W. Krueger Senior Vice President Chief Financial Officer 310.0K 177.0K 121.0K 23.0K 631.0K 19.17%
181 2002 Donald M. Heinrich Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company 295.0K 80.0K 121.0K 20.6K 516.6K 23.42%
182 2002 Donald M. Heinrich Former Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company 295.0K 80.0K 121.0K 20.6K 516.6K 23.42%
183 2002 W. David Romoser Vice President, General Counsel and Secretary 259.0K 140.0K 96.8K 13.6K 509.4K 19.00%
184 2002 Paul W. Jones* President and Chief Operating Officer
185 2001 Robert J. O’Toole Chairman and Chief Executive Officer 773.0K 235.0K 26.6K 1.03M 0.00%
186 2001 Ronald E. Massa Senior Vice President President of A. O. Smith Water Products Company, a division of the Company 288.6K 210.0K 10.2K 508.8K 0.00%
187 2001 Kenneth W. Krueger Senior Vice President Chief Financial Officer 295.4K 51.0K 16.5K 362.9K 0.00%
188 2001 W. David Romoser Vice President, General Counsel and Secretary 259.0K 44.0K 8.6K 311.6K 0.00%
189 2001 Donald M. Heinrich Senior Vice President President of A. O. Smith Electrical Products Company, a division of the Company
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-04 DEF 14A
2025-03-12 DEFA14A
2025-02-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 SC 13G/A
2026-05-01 4/A
2026-04-30 8-K
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-28 SC 13G
2026-04-17 8-K
2026-04-15 4
2026-04-15 4
2026-04-15 4

Executive team

NameTitleCompensationGender
Kevin J. Wheeler Executive Chairman of the Board 5M male
Stephen Shafer President, Chief Executive Officer & Director 2M male
Charles T. Lauber Executive Vice President & Chief Financial Officer 2M male
James F. Stern Executive Vice President of Corporate Development and Strategy & Secretary 2M male
Curt Selby Senior Vice President of Human Resources & Public Affairs 1M male
Ming Cheng Senior Vice President & Chief Technology Officer 722.1K male
Christopher T. Howe Senior VP & Chief Digital Information Officer 552.0K male
Jack Qiu Senior Vice President & President of A. O. Smith China male
Helen E. Gurholt Vice President of Investor Relations and Financial Planning & Analysis female
Paul J. Jones Senior VP, General Counsel, Assistant Secretary & Chief Compliance Officer male
D. Samuel Karge Senior Vice President & President of North America Water Treatment
ESG Rating
C+
INDUSTRIAL - MACHINERY
2007
E (Environmental)
46.7 / 62.9
Company / Sector avg.
S (Social)
46.6 / 67.9
Company / Sector avg.
G (Governance)
60.6 / 67.6
Company / Sector avg.
ESG Total
51.3 / 66.1
Company / Sector avg.
ESG Score History INDUSTRIAL - MACHINERY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-09-25 2025-10-08 Julie Johnson TX32 Joint Sale $1,001 - $15,000
2025-04-16 2025-05-02 April Delaney MD06 Dependent Sale (Full) $1,001 - $15,000
2025-04-10 2025-05-02 April Delaney MD06 Dependent Sale (Partial) $1,001 - $15,000
2025-03-06 2025-04-03 April Delaney MD06 Sale $1,001 - $15,000
2025-02-25 2025-03-28 Rob Bresnahan PA08 Sale $1,001 - $15,000
2025-02-18 2025-03-21 John Delaney MD06 Sale $15,001 - $50,000
2024-11-15 2024-12-06 Ro Khanna CA17 Purchase $1,001 - $15,000
2024-11-08 2024-12-09 Jared Moskowitz FL23 Dependent Sale (Full) $1,001 - $15,000
2024-11-08 2024-12-09 Jared Moskowitz FL23 Sale $1,001 - $15,000
2023-09-08 2023-10-10 Lois Frankel FL22 Sale (Full) $1,001 - $15,000
2023-09-08 2023-10-10 Lois Frankel FL22 Sale $1,001 - $15,000
2023-07-14 2024-08-21 Jared Moskowitz FL23 Purchase $1,001 - $15,000
2022-02-14 2022-03-08 Ro Khanna CA17 Sale $1,001 - $15,000
2022-02-07 2022-02-27 Lois Frankel FL21 Self Sale (Partial) $1,001 - $15,000
2022-02-02 2022-03-17 Michael McCaul TX10 Sale $50,001 - $100,000
2022-02-02 2022-03-17 Michael McCaul TX10 Spouse Sale $15,001 - $50,000
2021-12-14 2022-01-27 Michael McCaul TX10 Spouse Sale $1,001 - $15,000
2020-02-28 2020-03-12 Dean Phillips MN03 Sale (Full) $1,001 - $15,000
2019-08-13 2019-09-16 Dean Phillips MN03 Purchase $1,001 - $15,000
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits