Associated Banc-Corp (ASB)
Green Bay, WI, US
Associated Banc-Corp, a bank holding company, provides various banking and nonbanking products and services to individuals and businesses in Wisconsin, Illinois, Missouri, and Minnesota. It offers lending solutions, including commercial loans and lines of credit, commercial real estate financing, construction loans, letters of credit, leasing, asset-based lending and equipment finance, loan syndications products, residential mortgages, home equity loans and lines of credit, personal and installment loans, auto finance and business loans, and business lines of credit. The company also provides deposit and cash management solutions, such as commercial checking and interest-bearing deposit products, cash vault and night depository services, liquidity solutions, payables and receivables solutions, and information services; specialized financial services comprising interest rate risk management and foreign exchange solutions; fiduciary services consisting of administration of pension, profit-sharing and other employee benefit plans, fiduciary and corporate agency services, and institutional asset management services; and investable funds solutions, including savings, money market deposit accounts, IRA accounts, CDs, fixed and variable annuities, full-service, discount, and online investment brokerage; investment advisory services; and trust and investment management accounts. In addition, it offers deposit and transactional solutions, including checking, credit and debit cards, online banking and bill pay, and money transfer services. The company operates loan production offices in Indiana, Kansas, Michigan, New York, Ohio, and Texas. Associated Banc-Corp was founded in 1861 and is headquartered in Green Bay, Wisconsin.
Based on only 1 article — low confidence
- Austal: A Rare Combination Of Growth And Value Seeking Alpha
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.07% | +6.06% | +5.87% | +19.68% | +9.08% | +14.75% | +25.95% | +74.50% | +35.85% | +65.79% | +4,991.81% |
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 | 2026-06 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 5 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
30.00
-2.9%
|
| Last Year | 13 |
29.69
-3.9%
|
| All Time | 19 |
28.37
-8.2%
|
-
Revenue growth+16.8% Q1'26: +3.8% (vs Q1'25)
-
EPS growth+284.7% Q1'26: +18.6% (vs Q1'25)
-
FCF margin— Q1'26: +21.1% (vs Q1'25)
-
EBIT margin— Q1'26: +25.3% (vs Q1'25)
-
ROIC— Q1'26: +14.0% (vs Q1'25)
-
Share dilution+8.7% Q1'26: 0.0% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 7.21× (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 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 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 5 Rev. Ana. 5 EPS Ana. |
Dec 2027 5 Rev. Ana. 6 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
882.80M
est: 666.28M (+32.5%)
|
953.70M
est: 538.20M (+77.2%)
|
980.70M
est: 541.74M (+81.0%)
|
1.12B
est: 563.21M (+98.0%)
|
1.08B
est: 590.06M (+82.4%)
|
1.01B
est: 710.05M (+42.6%)
|
973.80M
est: 726.08M (+34.1%)
|
977.37M
est: 731.03M (+33.7%)
|
1.39B
est: 940.74M (+47.2%)
|
1.57B
est: 969.43M (+62.5%)
|
1.62B
est: 979.09M (+65.5%)
|
1.41B
est: 1.65B (-14.3%)
|
1.33B
est: 890.69M (+49.6%)
|
1.01B
est: 832.17M (+21.9%)
|
1.03B
est: 919.99M (+12.1%)
|
1.02B
est: 914.91M (+11.7%)
|
1.03B
est: 929.68M (+10.5%)
|
1.08B
est: 1.01B (+7.1%)
|
1.14B
est: 1.06B (+7.9%)
|
1.21B
est: 1.10B (+10.2%)
|
1.50B
est: 1.25B (+20.5%)
|
1.54B
est: 1.23B (+25.6%)
|
1.41B
est: 1.21B (+16.6%)
|
1.12B
est: 1.06B (+6.2%)
|
1.42B
est: 1.24B (+14.5%)
|
2.02B
est: 997.85M (+102.0%)
|
2.10B
est: 1.32B (+59.1%)
|
2.46B
est: 1.49B (+64.7%)
|
1.74B
1.71B – 1.79B
+16.6% YoY
|
1.90B
1.86B – 1.91B
+8.9% YoY
|
2.02B
2.02B – 2.02B
+6.5% YoY
|
| EBITDA |
141.40M
est: 563.84M (-74.9%)
|
255.60M
est: 150.13M (+70.3%)
|
278.10M
est: 151.12M (+84.0%)
|
269.47M
est: 157.10M (+71.5%)
|
301.29M
est: 164.60M (+83.1%)
|
315.02M
est: 594.46M (-47.0%)
|
389.45M
est: 581.61M (-33.0%)
|
409.01M
est: 623.19M (-34.4%)
|
552.50M
est: 262.42M (+110.5%)
|
515.15M
est: 270.42M (+90.5%)
|
473.75M
est: 273.12M (+73.5%)
|
257.49M
est: 823.06M (-68.7%)
|
-248.93M
est: -9.77B (+97.5%)
|
313.27M
est: 352.19M (-11.1%)
|
380.71M
est: 408.96M (-6.9%)
|
382.10M
est: 380.41M (+0.4%)
|
369.29M
est: 378.77M (-2.5%)
|
371.46M
est: 401.92M (-7.6%)
|
394.07M
est: 420.97M (-6.4%)
|
435.25M
est: 499.52M (-12.9%)
|
490.98M
est: 696.24M (-29.5%)
|
510.61M
est: 780.07M (-34.5%)
|
435.42M
est: 479.27M (-9.1%)
|
506.75M
est: 464.68M (+9.1%)
|
528.51M
est: 440.22M (+20.1%)
|
300.36M
est: 263.48M (+14.0%)
|
236.97M
est: 349.23M (-32.1%)
|
577.91M
est: 394.19M (+46.6%)
|
459.68M
451.50M – 473.48M
+16.6% YoY
|
500.38M
491.48M – 503.03M
+8.9% YoY
|
532.79M
532.79M – 532.79M
+6.5% YoY
|
| EBIT |
116.30M
est: 148.03M (-21.4%)
|
232.90M
est: 119.58M (+94.8%)
|
237.30M
est: 120.36M (+97.2%)
|
229.82M
est: 125.13M (+83.7%)
|
251.01M
est: 131.10M (+91.5%)
|
296.33M
est: 157.76M (+87.8%)
|
321.72M
est: 161.32M (+99.4%)
|
370.34M
est: 162.42M (+128.0%)
|
469.86M
est: 209.01M (+124.8%)
|
449.78M
est: 215.39M (+108.8%)
|
419.19M
est: 217.53M (+92.7%)
|
222.28M
est: 366.24M (-39.3%)
|
-285.10M
est: 197.89M (-244.1%)
|
183.43M
est: 184.89M (-0.8%)
|
254.46M
est: 204.40M (+24.5%)
|
267.89M
est: 203.27M (+31.8%)
|
276.05M
est: 206.56M (+33.6%)
|
269.79M
est: 224.63M (+20.1%)
|
287.60M
est: 235.71M (+22.0%)
|
338.77M
est: 244.31M (+38.7%)
|
413.35M
est: 277.05M (+49.2%)
|
406.51M
est: 273.12M (+48.8%)
|
326.97M
est: 268.12M (+21.9%)
|
436.31M
est: 234.65M (+85.9%)
|
459.63M
est: 275.77M (+66.7%)
|
206.05M
est: 222.22M (-7.3%)
|
134.46M
est: 294.54M (-54.3%)
|
577.91M
est: 332.46M (+73.8%)
|
387.69M
380.79M – 399.33M
+16.6% YoY
|
422.02M
414.51M – 424.25M
+8.9% YoY
|
449.35M
449.35M – 449.35M
+6.5% YoY
|
| Net Income |
52.40M
est: 52.55M (-0.3%)
|
157.00M
est: 155.72M (+0.8%)
|
164.90M
est: 158.91M (+3.8%)
|
167.98M
est: 164.45M (+2.1%)
|
179.52M
est: 171.40M (+4.7%)
|
210.72M
est: 206.90M (+1.8%)
|
228.66M
est: 219.26M (+4.3%)
|
258.29M
est: 247.47M (+4.4%)
|
320.16M
est: 313.49M (+2.1%)
|
316.65M
est: 318.90M (-0.7%)
|
285.75M
est: 283.79M (+0.7%)
|
168.45M
est: 187.56M (-10.2%)
|
-131.86M
est: -7.58B (+98.3%)
|
139.70M
est: 131.55M (+6.2%)
|
178.97M
est: 175.26M (+2.1%)
|
188.69M
est: 179.46M (+5.1%)
|
190.51M
est: 181.81M (+4.8%)
|
188.30M
est: 185.04M (+1.8%)
|
200.27M
est: 195.00M (+2.7%)
|
229.26M
est: 211.01M (+8.6%)
|
333.56M
est: 307.21M (+8.6%)
|
326.79M
est: 309.36M (+5.6%)
|
306.77M
est: 264.80M (+15.8%)
|
350.99M
est: 279.72M (+25.5%)
|
366.12M
est: 298.71M (+22.6%)
|
182.96M
est: 197.92M (-7.6%)
|
123.15M
est: 356.36M (-65.4%)
|
474.78M
est: 448.56M (+5.8%)
|
510.33M
452.81M – 525.19M
+13.8% YoY
|
539.57M
536.19M – 542.94M
+5.7% YoY
|
604.80M
590.81M – 628.41M
+12.1% YoY
|
| SGA |
150.20M
est: 152.31M (-1.4%)
|
161.70M
est: 159.77M (+1.2%)
|
163.50M
est: 157.66M (+3.7%)
|
170.37M
est: 166.85M (+2.1%)
|
184.43M
est: 176.17M (+4.7%)
|
206.73M
est: 203.41M (+1.6%)
|
223.23M
est: 214.11M (+4.3%)
|
239.52M
est: 229.66M (+4.3%)
|
292.60M
est: 286.38M (+2.2%)
|
300.29M
est: 302.54M (-0.7%)
|
323.21M
est: 321.93M (+0.4%)
|
392.10M
est: 396.71M (-1.2%)
|
414.81M
est: 293.35M (+41.4%)
|
411.67M
est: 377.85M (+8.9%)
|
422.19M
est: 455.67M (-7.3%)
|
439.82M
est: 465.68M (-5.6%)
|
440.30M
est: 473.23M (-7.0%)
|
456.51M
est: 508.47M (-10.2%)
|
485.78M
est: 521.08M (-6.8%)
|
489.22M
est: 500.68M (-2.3%)
|
543.60M
est: 563.69M (-3.6%)
|
532.91M
est: 581.51M (-8.4%)
|
470.93M
est: 434.70M (+8.3%)
|
465.99M
est: 437.48M (+6.5%)
|
502.28M
est: 238.59M (+110.5%)
|
563.83M
est: 310.29M (+81.7%)
|
554.54M
est: 411.27M (+34.8%)
|
597.01M
est: 464.22M (+28.6%)
|
541.34M
531.71M – 557.59M
+16.6% YoY
|
589.27M
578.79M – 592.39M
+8.9% YoY
|
627.44M
627.44M – 627.44M
+6.5% YoY
|
| EPS |
0.46
est: 1.24 (-62.9%)
|
1.37
est: 1.34 (+2.2%)
|
1.43
est: 1.32 (+8.3%)
|
1.49
est: 1.42 (+4.9%)
|
1.65
est: 1.49 (+10.7%)
|
1.88
est: 1.79 (+5.0%)
|
2.07
est: 1.89 (+9.5%)
|
2.28
est: 2.07 (+10.1%)
|
2.45
est: 2.36 (+3.8%)
|
2.40
est: 2.42 (-0.8%)
|
2.24
est: 2.21 (+1.4%)
|
1.29
est: 1.91 (-32.3%)
|
-1.26
est: 1.05 (-220.6%)
|
0.66
est: 0.61 (+8.2%)
|
1.00
est: 0.96 (+4.2%)
|
1.10
est: 1.00 (+10.0%)
|
1.17
est: 1.07 (+9.3%)
|
1.20
est: 1.19 (+1.0%)
|
1.27
est: 1.24 (+2.5%)
|
1.45
est: 1.50 (-3.3%)
|
1.92
est: 1.98 (-2.8%)
|
1.93
est: 1.92 (+0.7%)
|
1.87
est: 1.05 (+77.4%)
|
2.20
est: 2.09 (+5.2%)
|
2.36
est: 2.29 (+2.9%)
|
1.14
est: 1.18 (-3.3%)
|
0.73
est: 2.15 (-66.0%)
|
2.81
est: 2.70 (+4.2%)
|
2.95
2.72 – 3.15
+9.4% YoY
|
3.25
3.22 – 3.26
+10.1% YoY
|
3.63
3.55 – 3.77
+11.7% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | Truist Securities | Hold | Hold | Maintain |
| 2026-04-24 | Piper Sandler | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-12 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-11 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-10 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-09 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-08 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-05 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-04 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-03 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-02 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-06-01 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-28 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 3/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-04-24 | B- | 2/5 | 4/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B- | 2/5 | 4/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
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 | (1) BlackRock, Inc. | 17.54M | 11.70% | 17.04M | — | 17.54M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Guardian Life Insurance Company of America | 15.42M | 8.90% | — | 15.42M | — | 15.42M | IC, HC | New York | 2011-02-09 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 15.03M | 10.05% | — | 134.1K | 14.76M | 267.6K | IA | — | 2022-02-10 | ↗ |
| 4 | Abigail P. Johnson | 13.92M | 9.16% | — | — | 13.92M | — | IN | United States of America | 2015-02-13 | ↗ |
| 5 | Edward C. Johnson 3d | 13.92M | 9.16% | — | — | 13.92M | — | IN | United States of America | 2015-02-13 | ↗ |
| 6 | FMR LLC | 13.92M | 9.16% | 852.00 | — | 13.92M | — | HC | Delaware | 2015-02-13 | ↗ |
| 7 | 04-3519872 | 11.86M | 6.90% | 10.83M | — | 11.86M | — | IA | Delaware | 2013-02-14 | ↗ |
| 8 | (. | 10.72M | 6.47% | 10.54M | — | 10.72M | — | IA | Delaware Limited Partnership | 2019-02-08 | ↗ |
| 9 | STATE STREET CORPORATION | 9.85M | 6.56% | — | 9.48M | — | 9.85M | HC | BOSTON, MASSACHUSETTS | 2022-02-10 | ↗ |
| 10 | 30-0447847 | 9.61M | 6.40% | 9.41M | — | 9.61M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 11 | Associated Banc-Corp 39-1098068 Associated Trust Company, National Association 39-1564826 | 7.89M | 5.96% | — | — | — | 357.3K | BK | : | 2007-02-14 | ↗ |
| 12 | BlackRock for purposes of Schedule 13G filings. | 7.55M | 5.91% | 7.55M | — | 7.55M | — | HC | Delaware | 2010-01-29 | ↗ |
| 13 | BARCLAYS GLOBAL INVESTORS JAPAN LIMITED | 10.9K | 0.01% | 10.9K | — | 10.9K | — | IA | Japan | 2007-01-23 | ↗ |
| 14 | 2 | 10.00 | 12.00% | — | — | — | — | IA | Delaware | 2016-01-20 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 3.77M +3.8M (+100.0%) | 97.04B +97.0B (+100.0%) | 2.28% +2.281 pp | 0.15% +0.146 pp | USD25.76 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 21.21M +537.4K (+2.6%) | 546.26M +14.9M (+2.8%) | 12.84% +0.311 pp | 0.01% 0.000 pp | USD21.85 +17.9% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 18.54M +545.2K (+3.0%) | 477.54M +14.9M (+3.2%) | 11.23% +0.318 pp | 0.01% +0.000 pp | USD22.85 +12.7% | 84 qtrs — |
| 4 | FMR LLC | 10.91M -3.0M (-21.6%) | 281.17M -76.7M (-21.4%) | 6.61% -1.826 pp | 0.01% -0.004 pp | USD20.12 +28.0% | 70 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 9.64M -207.7K (-2.1%) | 248.36M -4.9M (-1.9%) | 5.84% -0.131 pp | 0.05% -0.002 pp | USD18.66 +38.0% | 51 qtrs — |
| 6 | STATE STREET CORP | 8.71M +147.4K (+1.7%) | 224.40M +4.2M (+1.9%) | 5.28% +0.083 pp | 0.01% 0.000 pp | USD20.51 +25.6% | 51 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 4.08M +8.8K (+0.2%) | 105.20M +434.0K (+0.4%) | 2.47% +0.003 pp | 0.01% 0.000 pp | USD20.65 +24.7% | 78 qtrs — |
| 8 | LSV ASSET MANAGEMENT | 3.66M +38.9K (+1.1%) | 94.36M +1.2M (+1.3%) | 2.22% +0.021 pp | 0.21% +0.000 pp | USD20.28 +27.0% | 59 qtrs — |
| 9 | CITADEL ADVISORS LLC | 3.03M -642.8K (-17.5%) | 78.04M -16.4M (-17.3%) | 1.83% -0.392 pp | 0.01% -0.003 pp | USD24.35 +5.8% | 48 qtrs — |
| 10 | VERITION FUND MANAGEMENT LLC | 2.87M +963.8K (+50.6%) | 73.86M +24.9M (+50.9%) | 1.74% +0.582 pp | 0.29% +0.088 pp | USD22.15 +16.3% | 27 qtrs — |
| 11 | AMERICAN CENTURY COMPANIES INC | 2.85M +216.3K (+8.2%) | 73.31M +5.7M (+8.4%) | 1.72% +0.130 pp | 0.04% +0.002 pp | USD22.05 +16.8% | 25 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 2.84M +790.8K (+38.6%) | 73.21M +20.5M (+38.8%) | 1.72% +0.478 pp | 0.01% +0.003 pp | USD22.93 +12.3% | 73 qtrs — |
| 13 | ASSOCIATED BANC-CORP | 2.63M +182.6K (+7.5%) | 67.78M +4.8M (+7.7%) | 1.59% +0.109 pp | 1.74% +0.078 pp | USD17.96 +43.4% | 51 qtrs — |
| 14 | FIRST TRUST ADVISORS LP | 2.62M +399.8K (+18.0%) | 67.58M +10.4M (+18.2%) | 1.59% +0.241 pp | 0.05% +0.007 pp | USD25.29 +1.9% | 51 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.16M -86.9K (-3.9%) | 55.59M -2.1M (-3.7%) | 1.31% -0.054 pp | 0.01% -0.001 pp | USD20.80 +23.8% | 100 qtrs — |
| 16 | NORGES BANK | 2.12M +2.1M (+100.0%) | 54.66M +54.7M (+100.0%) | 1.29% +1.285 pp | 0.01% +0.006 pp | USD25.76 +0.0% | 1 qtrs NEW |
| 17 | NORTHERN TRUST CORP | 1.95M -153.8K (-7.3%) | 50.34M -3.9M (-7.1%) | 1.18% -0.094 pp | 0.01% -0.001 pp | USD20.25 +27.2% | 51 qtrs — |
| 18 | PZENA INVESTMENT MANAGEMENT LLC | 1.75M -74.4K (-4.1%) | 44.96M -1.8M (-3.9%) | 1.06% -0.046 pp | 0.13% -0.017 pp | USD18.57 +38.7% | 48 qtrs — |
| 19 | BANK OF NEW YORK MELLON CORP | 1.68M -52.9K (-3.1%) | 43.21M -1.3M (-2.9%) | 1.02% -0.033 pp | 0.01% -0.001 pp | USD20.44 +26.0% | 66 qtrs — |
| 20 | MORGAN STANLEY | 1.58M +614.3K (+63.5%) | 40.75M +15.9M (+63.8%) | 0.96% +0.371 pp | 0.00% +0.001 pp | USD21.93 +17.5% | 51 qtrs — |
| 21 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 1.47M -136.5K (-8.5%) | 37.85M -3.2M (-7.7%) | 0.89% -0.084 pp | 0.06% -0.005 pp | USD21.85 +17.9% | 17 qtrs — |
| 22 | INVESCO LTD. | 1.08M -60.7K (-5.3%) | 27.83M -1.5M (-5.1%) | 0.65% -0.038 pp | 0.00% 0.000 pp | USD21.67 +18.9% | 57 qtrs — |
| 23 | FREESTONE GROVE PARTNERS LP | 1.08M +1.1M (+100.0%) | 27.82M +27.8M (+100.0%) | 0.65% +0.654 pp | 0.20% +0.201 pp | USD25.76 +0.0% | 1 qtrs NEW |
| 24 | BANK OF AMERICA CORP /DE/ | 1.04M +6.3K (+0.6%) | 26.83M +214.9K (+0.8%) | 0.63% +0.003 pp | 0.00% +0.000 pp | USD22.25 +15.8% | 52 qtrs — |
| 25 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.04M -64.5K (-5.8%) | 26.76M -1.6M (-5.7%) | 0.63% -0.040 pp | 0.08% -0.008 pp | USD21.00 +22.7% | 63 qtrs — |
| 26 | JPMORGAN CHASE & CO | 1.01M +30.2K (+3.1%) | 26.14M +828.0K (+3.3%) | 0.61% +0.018 pp | 0.00% +0.000 pp | USD22.68 +13.6% | 51 qtrs — |
| 27 | AQR CAPITAL MANAGEMENT LLC | 1.00M -425.1K (-29.8%) | 25.79M -10.9M (-29.7%) | 0.61% -0.258 pp | 0.01% -0.010 pp | USD21.01 +22.6% | 81 qtrs — |
| 28 | MILLENNIUM MANAGEMENT LLC | 947.8K +545.9K (+135.8%) | 24.41M +14.1M (+136.3%) | 0.57% +0.330 pp | 0.01% +0.006 pp | USD24.96 +3.2% | 46 qtrs — |
| 29 | NUVEEN, LLC | 934.6K +7.6K (+0.8%) | 24.07M +241.9K (+1.0%) | 0.57% +0.004 pp | 0.01% +0.000 pp | USD22.56 +14.2% | 4 qtrs — |
| 30 | HEARTLAND ADVISORS INC | 878.7K +886.0 (+0.1%) | 22.64M +66.7K (+0.3%) | 0.53% +0.000 pp | 1.22% +0.027 pp | USD21.04 +22.4% | 38 qtrs — |
| 31 | BRIDGEWATER ASSOCIATES, LP | 844.0K +81.1K (+10.6%) | 21.74M +2.1M (+10.8%) | 0.51% +0.049 pp | 0.08% +0.002 pp | USD25.07 +2.8% | 3 qtrs — |
| 32 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 807.8K +618.8K (+327.4%) | 20.81M +15.9M (+328.2%) | 0.49% +0.375 pp | 0.07% +0.057 pp | USD25.06 +2.8% | 10 qtrs — |
| 33 | INTERVAL PARTNERS, LP | 791.5K +264.0K (+50.1%) | 20.39M +6.8M (+50.3%) | 0.48% +0.160 pp | 0.37% +0.144 pp | USD22.81 +12.9% | 16 qtrs — |
| 34 | LEEWARD INVESTMENTS, LLC - MA | 744.5K -4.1K (-0.5%) | 19.18M -67.0K (-0.3%) | 0.45% -0.003 pp | 0.97% -0.013 pp | USD23.06 +11.7% | 4 qtrs — |
| 35 | WELLINGTON MANAGEMENT GROUP LLP | 657.9K -67.3K (-9.3%) | 16.95M -1.7M (-9.1%) | 0.40% -0.041 pp | 0.00% 0.000 pp | USD23.90 +7.8% | 53 qtrs — |
| 36 | POINT72 ASSET MANAGEMENT, L.P. | 549.8K +549.8K (+100.0%) | 14.16M +14.2M (+100.0%) | 0.33% +0.333 pp | 0.02% +0.016 pp | USD25.76 +0.0% | 9 qtrs — |
| 37 | UBS GROUP AG | 527.4K -193.5K (-26.8%) | 13.59M -4.9M (-26.7%) | 0.32% -0.118 pp | 0.00% -0.001 pp | USD24.02 +7.2% | 45 qtrs — |
| 38 | RHUMBLINE ADVISERS | 502.3K -41.2K (-7.6%) | 12.94M -1.0M (-7.4%) | 0.30% -0.025 pp | 0.01% -0.001 pp | USD18.74 +37.5% | 55 qtrs — |
| 39 | RENAISSANCE TECHNOLOGIES LLC | 484.6K +225.6K (+87.1%) | 12.48M +5.8M (+87.5%) | 0.29% +0.136 pp | 0.02% +0.011 pp | USD24.93 +3.3% | 5 qtrs — |
| 40 | HANCOCK WHITNEY CORP | 467.9K -2.8K (-0.6%) | 12.05M -47.4K (-0.4%) | 0.28% -0.002 pp | 0.22% -0.003 pp | USD23.34 +10.4% | 13 qtrs — |
| 41 | TWO SIGMA INVESTMENTS, LP | 467.3K -32.0K (-6.4%) | 12.04M -800.3K (-6.2%) | 0.28% -0.020 pp | 0.02% -0.002 pp | USD25.67 +0.4% | 3 qtrs — |
| 42 | CAMPBELL & CO INVESTMENT ADVISER LLC | 462.8K +396.3K (+595.9%) | 11.92M +10.2M (+597.3%) | 0.28% +0.240 pp | 0.57% +0.443 pp | USD25.54 +0.9% | 12 qtrs — |
| 43 | RHINO INVESTMENT PARTNERS, INC | 606.8K -121.2K (-16.6%) | 11.70M -7.0M (-37.5%) | 0.37% -0.074 pp | 3.32% -2.586 pp | USD21.60 +19.3% | 8 qtrs — |
| 44 | SG AMERICAS SECURITIES, LLC | 452.6K +452.6K (+100.0%) | 11.66M +11.7M (+100.0%) | 0.27% +0.274 pp | 0.01% +0.015 pp | USD25.76 +0.0% | 51 qtrs — |
| 45 | VICTORY CAPITAL MANAGEMENT INC | 447.7K -3.2K (-0.7%) | 11.53M -58.7K (-0.5%) | 0.27% -0.002 pp | 0.01% 0.000 pp | USD18.37 +40.2% | 50 qtrs — |
| 46 | BARCLAYS PLC | 438.5K +67.0K (+18.0%) | 11.30M +3.3M (+41.2%) | 0.27% +0.040 pp | 0.00% +0.001 pp | USD21.72 +18.6% | 51 qtrs — |
| 47 | SCHONFELD STRATEGIC ADVISORS LLC | 411.2K +270.8K (+192.9%) | 10.59M +7.0M (+193.5%) | 0.25% +0.164 pp | 0.05% +0.026 pp | USD24.87 +3.6% | 14 qtrs — |
| 48 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 407.4K -2.9K (-0.7%) | 10.49M -54.4K (-0.5%) | 0.25% -0.002 pp | 0.02% -0.001 pp | USD23.94 +7.6% | 5 qtrs — |
| 49 | FISHER ASSET MANAGEMENT, LLC | 358.1K +1.1K (+0.3%) | 9.23M +46.7K (+0.5%) | 0.22% +0.001 pp | 0.00% 0.000 pp | USD16.94 +52.1% | 23 qtrs — |
| 50 | PRINCIPAL FINANCIAL GROUP INC | 354.3K -14.2K (-3.8%) | 9.13M -346.8K (-3.7%) | 0.21% -0.009 pp | 0.00% 0.000 pp | USD18.70 +37.8% | 81 qtrs — |
| 51 | UBS ASSET MANAGEMENT AMERICAS INC | 335.0K -8.8K (-2.6%) | 8.63M -208.9K (-2.4%) | 0.20% -0.006 pp | 0.00% 0.000 pp | USD21.59 +19.3% | 81 qtrs — |
| 52 | SWISS NATIONAL BANK | 326.9K +5.5K (+1.7%) | 8.42M +157.8K (+1.9%) | 0.20% +0.003 pp | 0.01% +0.000 pp | USD18.79 +37.1% | 51 qtrs — |
| 53 | ALLIANCEBERNSTEIN L.P. | 317.1K -251.2K (-44.2%) | 8.17M -6.4M (-44.1%) | 0.19% -0.153 pp | 0.00% -0.002 pp | USD22.16 +16.2% | 61 qtrs — |
| 54 | EDGESTREAM PARTNERS, L.P. | 309.2K +70.5K (+29.5%) | 7.97M +1.8M (+29.8%) | 0.19% +0.043 pp | 0.22% +0.045 pp | USD24.13 +6.8% | 9 qtrs — |
| 55 | CASTLEARK MANAGEMENT LLC | 289.6K +8.5K (+3.0%) | 7.46M +232.0K (+3.2%) | 0.18% +0.005 pp | 0.22% +0.016 pp | USD24.33 +5.9% | 5 qtrs — |
| 56 | QUANTBOT TECHNOLOGIES LP | 287.1K +287.1K (+100.0%) | 7.40M +7.4M (+100.0%) | 0.17% +0.174 pp | 0.25% +0.246 pp | USD25.76 +0.0% | 1 qtrs NEW |
| 57 | PROSHARE ADVISORS LLC | 263.7K -5.1K (-1.9%) | 6.79M -118.5K (-1.7%) | 0.16% -0.003 pp | 0.01% -0.003 pp | USD19.85 +29.8% | 76 qtrs — |
| 58 | LEGACY PRIVATE TRUST CO. | 261.3K +— (+0.0%) | 6.73M +13.1K (+0.2%) | 0.16% 0.000 pp | 0.39% -0.006 pp | USD18.11 +42.2% | 51 qtrs — |
| 59 | MAIRS & POWER INC | 260.3K -11.7K (-4.3%) | 6.70M -288.7K (-4.1%) | 0.16% -0.007 pp | 0.06% -0.001 pp | USD17.17 +50.0% | 62 qtrs — |
| 60 | JANE STREET GROUP, LLC | 259.5K -313.9K (-54.7%) | 6.68M -8.1M (-54.7%) | 0.16% -0.191 pp | 0.00% -0.001 pp | USD24.21 +6.4% | 13 qtrs — |
| 61 | CITIGROUP INC | 254.3K +69.2K (+37.4%) | 6.55M +1.8M (+37.7%) | 0.15% +0.042 pp | 0.00% +0.001 pp | USD21.77 +18.3% | 108 qtrs — |
| 62 | LEGAL & GENERAL GROUP PLC | 251.8K -10.9K (-4.2%) | 6.49M -268.3K (-4.0%) | 0.15% -0.007 pp | 0.00% 0.000 pp | USD20.64 +24.8% | 61 qtrs — |
| 63 | THRIVENT FINANCIAL FOR LUTHERANS | 249.5K -790.0 (-0.3%) | 6.43M -8.0K (-0.1%) | 0.15% -0.001 pp | 0.01% -0.001 pp | USD23.16 +11.2% | 61 qtrs — |
| 64 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 249.3K -9.3K (-3.6%) | 6.42M -226.6K (-3.4%) | 0.15% -0.006 pp | 0.04% -0.003 pp | USD18.25 +41.2% | 62 qtrs — |
| 65 | RAFFERTY ASSET MANAGEMENT, LLC | 238.6K -13.2K (-5.3%) | 6.15M -328.4K (-5.1%) | 0.14% -0.008 pp | 0.02% +0.000 pp | USD20.04 +28.5% | 42 qtrs — |
| 66 | ENGINEERS GATE MANAGER LP | 236.7K +133.9K (+130.3%) | 6.10M +3.5M (+130.8%) | 0.14% +0.081 pp | 0.07% +0.042 pp | USD25.12 +2.5% | 18 qtrs — |
| 67 | ALGERT GLOBAL LLC | 220.7K +— (+0.0%) | 5.69M +11.0K (+0.2%) | 0.13% 0.000 pp | 0.09% -0.006 pp | USD23.58 +9.2% | 7 qtrs — |
| 68 | WELLS FARGO & COMPANY/MN | 212.7K +60.1K (+39.4%) | 5.48M +1.6M (+39.7%) | 0.13% +0.036 pp | 0.00% +0.000 pp | USD23.32 +10.5% | 57 qtrs — |
| 69 | AMERIPRISE FINANCIAL INC | 198.1K -5.2K (-2.6%) | 5.10M -125.0K (-2.4%) | 0.12% -0.003 pp | 0.00% +0.000 pp | USD19.84 +29.8% | 55 qtrs — |
| 70 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 197.0K +197.0K (+100.0%) | 5.07M +5.1M (+100.0%) | 0.12% +0.119 pp | 0.04% +0.040 pp | USD25.76 +0.0% | 3 qtrs — |
| 71 | RETIREMENT SYSTEMS OF ALABAMA | 196.2K -1.3K (-0.7%) | 5.05M -24.0K (-0.5%) | 0.12% -0.001 pp | 0.02% -0.001 pp | USD17.38 +48.2% | 52 qtrs — |
| 72 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 191.6K -1.6K (-0.8%) | 4.94M -31.0K (-0.6%) | 0.12% -0.001 pp | 0.01% 0.000 pp | USD16.42 +56.9% | 51 qtrs — |
| 73 | QUEST PARTNERS LLC | 188.0K -7.0K (-3.6%) | 4.84M -169.3K (-3.4%) | 0.11% -0.004 pp | 0.27% -0.057 pp | USD25.71 +0.2% | 7 qtrs — |
| 74 | SEI INVESTMENTS CO | 185.1K +83.5K (+82.1%) | 4.77M +2.2M (+82.4%) | 0.11% +0.051 pp | 0.00% +0.002 pp | USD23.35 +10.3% | 28 qtrs — |
| 75 | METLIFE INVESTMENT MANAGEMENT, LLC | 170.0K -8.3K (-4.7%) | 4.38M -204.8K (-4.5%) | 0.10% -0.005 pp | 0.02% -0.001 pp | USD25.71 +0.2% | 33 qtrs — |
| 76 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 161.9K -6.1K (-3.6%) | 4.17M -149.5K (-3.5%) | 0.10% -0.004 pp | 0.00% 0.000 pp | USD19.76 +30.4% | 51 qtrs — |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 156.9K -2.4K (-1.5%) | 4.04M -53.1K (-1.3%) | 0.10% -0.002 pp | 0.00% 0.000 pp | USD17.13 +50.4% | 52 qtrs — |
| 78 | BNP PARIBAS ARBITRAGE, SNC | 153.1K +107.1K (+233.1%) | 3.94M +2.8M (+233.7%) | 0.09% +0.065 pp | 0.00% +0.001 pp | USD24.94 +3.3% | 51 qtrs — |
| 79 | TWO SIGMA ADVISERS, LP | 150.5K -75.7K (-33.5%) | 3.88M -1.9M (-33.3%) | 0.09% -0.046 pp | 0.01% -0.004 pp | USD25.71 +0.2% | 2 qtrs — |
| 80 | PRICE T ROWE ASSOCIATES INC /MD/ | 148.9K +4.6K (+3.2%) | 3.84M +127.0K (+3.4%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD21.23 +21.3% | 75 qtrs — |
| 81 | CRESCENT GROVE ADVISORS, LLC | 142.4K +27.0K (+23.4%) | 3.67M +701.9K (+23.7%) | 0.09% +0.016 pp | 0.34% +0.059 pp | USD22.41 +14.9% | 35 qtrs — |
| 82 | DEUTSCHE BANK AG\ | 131.3K +5.3K (+4.2%) | 3.38M +142.6K (+4.4%) | 0.08% +0.003 pp | 0.00% +0.000 pp | USD21.66 +18.9% | 50 qtrs — |
| 83 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 122.5K +122.5K (+100.0%) | 3.16M +3.2M (+100.0%) | 0.07% +0.074 pp | 0.01% +0.011 pp | USD25.76 +0.0% | 1 qtrs NEW |
| 84 | RUFFER LLP | 121.5K +121.5K (+100.0%) | 3.13M +3.1M (+100.0%) | 0.07% +0.074 pp | 0.14% +0.143 pp | USD25.76 +0.0% | 1 qtrs NEW |
| 85 | BESSEMER GROUP INC | 120.5K +118.4K (+5,708.4%) | 3.10M +3.0M (+5,646.3%) | 0.07% +0.072 pp | 0.00% +0.005 pp | USD25.73 +0.1% | 15 qtrs — |
| 86 | HOLOCENE ADVISORS, LP | 115.7K +115.7K (+100.0%) | 2.98M +3.0M (+100.0%) | 0.07% +0.070 pp | 0.01% +0.006 pp | USD25.76 +0.0% | 1 qtrs NEW |
| 87 | ROYAL BANK OF CANADA | 112.6K -10.6K (-8.6%) | 2.90M -267.0K (-8.4%) | 0.07% -0.007 pp | 0.00% +0.000 pp | USD21.94 +17.4% | 51 qtrs — |
| 88 | SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 111.9K -2.1K (-1.8%) | 2.88M -48.4K (-1.7%) | 0.07% -0.001 pp | 0.21% -0.010 pp | USD15.60 +65.1% | 51 qtrs — |
| 89 | NORTH STAR ASSET MANAGEMENT INC | 109.6K -750.0 (-0.7%) | 2.82M -13.8K (-0.5%) | 0.07% -0.001 pp | 0.11% -0.001 pp | USD21.41 +20.3% | 51 qtrs — |
| 90 | SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 106.2K -19.2K (-15.3%) | 2.74M -489.0K (-15.2%) | 0.06% -0.012 pp | 0.01% -0.002 pp | USD24.83 +3.7% | 3 qtrs — |
| 91 | MUBADALA INVESTMENT CO PJSC | 105.8K +4.0K (+4.0%) | 2.73M +108.7K (+4.2%) | 0.06% +0.002 pp | 0.02% +0.001 pp | USD25.71 +0.2% | 2 qtrs — |
| 92 | TUDOR INVESTMENT CORP ET AL | 105.0K +105.0K (+100.0%) | 2.71M +2.7M (+100.0%) | 0.06% +0.064 pp | 0.01% +0.005 pp | USD25.76 +0.0% | 8 qtrs — |
| 93 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 104.6K +104.1K (+20,284.4%) | 2.69M +2.7M (+20,304.3%) | 0.06% +0.063 pp | 0.00% +0.005 pp | USD25.76 +0.0% | 2 qtrs — |
| 94 | SOUTH DAKOTA INVESTMENT COUNCIL | 103.3K -93.1K (-47.4%) | 2.66M -2.4M (-47.3%) | 0.06% -0.057 pp | 0.05% -0.048 pp | USD18.68 +37.9% | 46 qtrs — |
| 95 | CREATIVE PLANNING | 101.7K +3.3K (+3.3%) | 2.62M +89.1K (+3.5%) | 0.06% +0.002 pp | 0.00% 0.000 pp | USD22.73 +13.3% | 14 qtrs — |
| 96 | NICOLET ADVISORY SERVICES, LLC | 100.4K +— (+0.0%) | 2.61M -51.2K (-1.9%) | 0.06% 0.000 pp | 0.18% -0.031 pp | USD20.88 +23.4% | 28 qtrs — |
| 97 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 100.4K -26.8K (-21.1%) | 2.59M -714.0K (-21.6%) | 0.06% -0.016 pp | 0.00% 0.000 pp | USD21.52 +19.7% | 49 qtrs — |
| 98 | NFJ INVESTMENT GROUP, LLC | 100.1K -10.2K (-9.2%) | 2.58M -256.9K (-9.1%) | 0.06% -0.006 pp | 0.09% -0.005 pp | USD21.54 +19.6% | 6 qtrs — |
| 99 | Y-INTERCEPT (HONG KONG) LTD | 94.8K +44.7K (+89.2%) | 2.44M +1.2M (+89.5%) | 0.06% +0.027 pp | 0.05% +0.024 pp | USD25.73 +0.1% | 11 qtrs — |
| 100 | RIA ADVISORY GROUP LLC | 89.9K +— (+0.0%) | 2.31M +4.5K (+0.2%) | 0.05% 0.000 pp | 0.56% -0.036 pp | USD21.54 +19.6% | 6 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P MidCap Value with Momentum ETF XMVM | 1.61% | 7.76M | 0.41% |
| 2 | First Trust RBA American Industrial RenaissanceTM ETF AIRR | 1.38% | 148.71M | 0.69% |
| 3 | State Street SPDR S&P Regional Banking ETF KRE | 1.35% | 67.06M | 0.35% |
| 4 | VictoryShares US Small Cap High Div Volatility Wtd ETF CSB | 1.17% | 3.09M | 0.40% |
| 5 | JPMorgan Active Small Cap Value ETF JPSV | 1.10% | 294.7K | 0.55% |
| 6 | ProShares - Russell 2000 Dividend Growers ETF SMDV | 1.02% | 7.02M | 0.40% |
| 7 | State Street SPDR S&P Bank ETF KBE | 0.99% | 15.17M | 0.35% |
| 8 | First Trust US Equity Income UCITS ETF UIND.L | 0.86% | 3.50M | 0.65% |
| 9 | First Trust US Equity Income UCITS ETF UNCU.L | 0.86% | 358.5K | 0.65% |
| 10 | iShares S&P U.S. Banks UCITS ETF BNKS.L | 0.76% | 8.35M | 0.35% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-26 | DeLoye Dennis | Officer | M-Exempt | A | Common Stock $0.01 Par Value | 9,299 | 26.00 | 241.8K | 35,684 | D | ↗ |
| 2026-05-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 88 | 27.31 | 2.4K | 18,389 | D | ↗ |
| 2026-05-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 84 | 27.31 | 2.3K | 24,112 | D | ↗ |
| 2026-05-15 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 49 | 27.31 | 1.3K | 123,156 | D | ↗ |
| 2026-05-15 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 30 | 27.31 | 825.00 | 16,189 | D | ↗ |
| 2026-05-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 28 | 27.31 | 755.36 | 52,940 | D | ↗ |
| 2026-05-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 14 | 27.31 | 387.12 | 16,608 | D | ↗ |
| 2026-05-04 | Erickson Randall J. | Officer | S-Sale | D | Common Stock $0.01 Par Value | 28,311 | 27.84 | 788.0K | 139,115 | D | ↗ |
| 2026-05-01 | Erickson Randall J. | Officer | S-Sale | D | Common Stock $0.01 Par Value | 2,000 | 28.30 | 56.6K | 167,426 | D | ↗ |
| 2026-04-28 | WILLIAMS JOHN B | Director | S-Sale | D | Common Stock $0.01 Par Value | 4,000 | 28.18 | 112.7K | 67,420 | D | ↗ |
| 2026-04-16 | JEFFE ROBERT A | Director | A-Award | A | Phantom Stock Unit | 952 | 0.00 | — | 98,440 | D | ↗ |
| 2026-04-16 | Haddad Michael J | Director | A-Award | A | Phantom Stock Unit | 771 | 0.00 | — | 68,850 | D | ↗ |
| 2026-04-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 88 | 27.49 | 2.4K | 18,301 | D | ↗ |
| 2026-04-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 83 | 27.49 | 2.3K | 24,028 | D | ↗ |
| 2026-04-15 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 49 | 27.49 | 1.3K | 123,107 | D | ↗ |
| 2026-04-15 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 23 | 27.49 | 618.75 | 16,159 | D | ↗ |
| 2026-04-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 27 | 27.49 | 755.36 | 52,912 | D | ↗ |
| 2026-04-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 14 | 27.49 | 387.12 | 16,594 | D | ↗ |
| 2026-04-01 | Kotouc Wende L | Director | A-Award | A | Common Stock $0.01 Par Value | 3,582 | 26.17 | 93.7K | 1,776,714 | D | ↗ |
| 2026-03-16 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 97 | 24.92 | 2.4K | 18,213 | D | ↗ |
| 2026-03-16 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 92 | 24.92 | 2.3K | 23,945 | D | ↗ |
| 2026-03-16 | Warsek Gregory | Officer | A-Award | A | Common Stock $0.01 Par Value | 42 | 24.59 | 1.0K | 17,055 | D | ↗ |
| 2026-03-16 | WILLIAMS JOHN B | Director | A-Award | A | Common Stock $0.01 Par Value | 417 | 24.59 | 10.3K | 71,420 | D | ↗ |
| 2026-03-16 | VAN LITH KAREN | Director | A-Award | A | Common Stock $0.01 Par Value | 44 | 24.59 | 1.1K | 60,401 | D | ↗ |
| 2026-03-16 | Utz John A. | Officer | A-Award | A | Common Stock $0.01 Par Value | 519 | 24.59 | 12.8K | 123,058 | D | ↗ |
| 2026-03-16 | SULLIVAN OWEN J | Director | A-Award | A | Common Stock $0.01 Par Value | 44 | 24.59 | 1.1K | 10,047 | D | ↗ |
| 2026-03-16 | Nettles Cory L | Director | A-Award | A | Common Stock $0.01 Par Value | 404 | 24.59 | 9.9K | 46,877 | D | ↗ |
| 2026-03-16 | Meyer Derek S. | Officer | A-Award | A | Common Stock $0.01 Par Value | 51 | 24.59 | 1.3K | 71,535 | D | ↗ |
| 2026-03-16 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 6 | 24.59 | 153.74 | 16,136 | D | ↗ |
| 2026-03-16 | Ludgate Kristen M | Director | A-Award | A | Common Stock $0.01 Par Value | 44 | 24.59 | 1.1K | 10,047 | D | ↗ |
| 2026-03-16 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 30 | 24.92 | 755.36 | 52,885 | D | ↗ |
| 2026-03-16 | KLAPPA GALE E | Director | A-Award | A | Common Stock $0.01 Par Value | 201 | 24.59 | 4.9K | 25,725 | D | ↗ |
| 2026-03-16 | KAMERICK EILEEN A | Director | A-Award | A | Common Stock $0.01 Par Value | 417 | 24.59 | 10.3K | 49,725 | D | ↗ |
| 2026-03-16 | Jones-Tyson Rodney | Director | A-Award | A | Common Stock $0.01 Par Value | 44 | 24.59 | 1.1K | 13,866 | D | ↗ |
| 2026-03-16 | JEFFE ROBERT A | Director | A-Award | A | Common Stock $0.01 Par Value | 417 | 24.59 | 10.3K | 48,208 | D | ↗ |
| 2026-03-16 | Harmening Andrew J | Director / Officer | J-Other | A | Common Stock $0.01 Par Value | 2,575 | 24.59 | 63.3K | 393,939 | D | ↗ |
| 2026-03-16 | Haddad Michael J | Director | J-Other | A | Common Stock $0.01 Par Value | 40 | 24.59 | 973.43 | 8,681 | D | ↗ |
| 2026-03-16 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 16 | 24.92 | 387.12 | 16,580 | D | ↗ |
| 2026-03-16 | Greffin Judith P | Director | A-Award | A | Common Stock $0.01 Par Value | 123 | 24.59 | 3.0K | 17,598 | D | ↗ |
| 2026-03-16 | GERKEN R JAY | Director | A-Award | A | Common Stock $0.01 Par Value | 340 | 24.59 | 8.4K | 45,178 | D | ↗ |
| 2026-03-09 | Williams Terry Lynn | Officer | F-InKind | D | Common Stock $0.01 Par Value | 3,841 | 25.08 | 96.3K | 23,853 | D | ↗ |
| 2026-03-09 | Utz John A. | Officer | F-InKind | D | Common Stock $0.01 Par Value | 8,639 | 25.08 | 216.7K | 122,485 | D | ↗ |
| 2026-03-09 | Meyer Derek S. | Officer | A-Award | A | Common Stock $0.01 Par Value | 9,190 | 25.08 | 230.5K | 65,548 | D | ↗ |
| 2026-03-09 | Kitowski Nicole M | Officer | F-InKind | D | Common Stock $0.01 Par Value | 5,395 | 25.08 | 135.3K | 52,854 | D | ↗ |
| 2026-03-09 | Harmening Andrew J | Director / Officer | A-Award | A | Common Stock $0.01 Par Value | 87,811 | 25.08 | 2.20M | 432,636 | D | ↗ |
| 2026-03-09 | Erickson Randall J. | Officer | F-InKind | D | Common Stock $0.01 Par Value | 5,238 | 25.08 | 131.4K | 169,426 | D | ↗ |
| 2026-03-09 | DeLoye Dennis | Officer | A-Award | A | Common Stock $0.01 Par Value | 7,447 | 25.08 | 186.8K | 28,769 | D | ↗ |
| 2026-03-09 | Carson Bryan | Officer | A-Award | A | Common Stock $0.01 Par Value | 10,503 | 25.08 | 263.4K | 42,314 | D | ↗ |
| 2026-03-09 | Braeger Matthew R | Officer | A-Award | A | Common Stock $0.01 Par Value | 5,200 | 25.08 | 130.4K | 19,221 | D | ↗ |
| 2026-03-09 | Ahern Patrick Edward | Officer | A-Award | A | Common Stock $0.01 Par Value | 10,147 | 25.08 | 254.5K | 49,548 | D | ↗ |
| 2026-03-01 | Beld Ryan | Officer | A-Award | A | Common Stock $0.01 Par Value | 4,543 | 26.41 | 120.0K | 11,068 | D | ↗ |
| 2026-02-19 | KAMERICK EILEEN A | Director | S-Sale | D | Common Stock $0.01 Par Value | 6,600 | 28.02 | 184.9K | 49,264 | D | ↗ |
| 2026-02-17 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 87 | 27.82 | 2.4K | 18,116 | D | ↗ |
| 2026-02-17 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 82 | 27.82 | 2.3K | 15,692 | D | ↗ |
| 2026-02-17 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 48 | 27.82 | 1.3K | 112,744 | D | ↗ |
| 2026-02-17 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 15 | 27.82 | 412.50 | 16,114 | D | ↗ |
| 2026-02-17 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 27 | 27.82 | 755.36 | 46,772 | D | ↗ |
| 2026-02-17 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 14 | 27.82 | 387.12 | 16,564 | D | ↗ |
| 2026-02-10 | Ahern Patrick Edward | Officer | M-Exempt | A | Common Stock $0.01 Par Value | 11,193 | 26.00 | 291.0K | 50,594 | D | ↗ |
| 2026-02-08 | ZANDPOUR STEVEN S. | Officer | F-InKind | D | Common Stock $0.01 Par Value | 968 | 29.37 | 28.4K | 18,029 | D | ↗ |
| 2026-02-08 | Williams Terry Lynn | Officer | F-InKind | D | Common Stock $0.01 Par Value | 1,129 | 29.37 | 33.2K | 15,609 | D | ↗ |
| 2026-02-08 | Warsek Gregory | Officer | A-Award | A | Common Stock $0.01 Par Value | 128 | 29.37 | 3.8K | 17,013 | D | ↗ |
| 2026-02-08 | Utz John A. | Officer | F-InKind | D | Common Stock $0.01 Par Value | 2,282 | 29.37 | 67.0K | 112,617 | D | ↗ |
| 2026-02-08 | Trier Phillip | Officer | F-InKind | D | Common Stock $0.01 Par Value | 4,150 | 29.37 | 121.9K | 23,638 | D | ↗ |
| 2026-02-08 | Meyer Derek S. | Officer | F-InKind | D | Common Stock $0.01 Par Value | 1,292 | 29.37 | 37.9K | 56,210 | D | ↗ |
| 2026-02-08 | Manso Julio | Officer | F-InKind | D | Common Stock $0.01 Par Value | 564 | 29.37 | 16.6K | 16,099 | D | ↗ |
| 2026-02-08 | Kitowski Nicole M | Officer | F-InKind | D | Common Stock $0.01 Par Value | 1,827 | 29.37 | 53.7K | 46,745 | D | ↗ |
| 2026-02-08 | Harmening Andrew J | Director / Officer | F-InKind | D | Common Stock $0.01 Par Value | 13,528 | 29.37 | 397.3K | 344,825 | D | ↗ |
| 2026-02-08 | HLADIO JAYNE C | Officer | F-InKind | D | Common Stock $0.01 Par Value | 794 | 29.37 | 23.3K | 16,550 | D | ↗ |
| 2026-02-08 | Erickson Randall J. | Officer | F-InKind | D | Common Stock $0.01 Par Value | 1,543 | 29.37 | 45.3K | 158,296 | D | ↗ |
| 2026-02-08 | DeLoye Dennis | Officer | F-InKind | D | Common Stock $0.01 Par Value | 706 | 29.37 | 20.7K | 21,322 | D | ↗ |
| 2026-02-08 | Carson Bryan | Officer | F-InKind | D | Common Stock $0.01 Par Value | 978 | 29.37 | 28.7K | 31,811 | D | ↗ |
| 2026-02-08 | Braeger Matthew R | Officer | F-InKind | D | Common Stock $0.01 Par Value | 809 | 29.37 | 23.8K | 14,021 | D | ↗ |
| 2026-02-08 | Ahern Patrick Edward | Officer | F-InKind | D | Common Stock $0.01 Par Value | 1,367 | 29.37 | 40.1K | 42,939 | D | ↗ |
| 2026-02-06 | Beld Ryan | Officer | F-InKind | D | Common Stock $0.01 Par Value | 700 | 29.37 | 20.6K | 6,525 | D | ↗ |
| 2026-02-03 | WILLIAMS JOHN B | Director | S-Sale | D | Common Stock $0.01 Par Value | 2,325 | 28.05 | 65.2K | 70,959 | D | ↗ |
| 2026-02-01 | ZANDPOUR STEVEN S. | Officer | A-Award | A | Common Stock $0.01 Par Value | 4,428 | 27.26 | 120.7K | 18,997 | D | ↗ |
| 2026-02-01 | Williams Terry Lynn | Officer | A-Award | A | Common Stock $0.01 Par Value | 3,669 | 27.26 | 100.0K | 16,738 | D | ↗ |
| 2026-02-01 | Warsek Gregory | Officer | A-Award | A | Common Stock $0.01 Par Value | 3,485 | 27.26 | 95.0K | 16,885 | D | ↗ |
| 2026-02-01 | WILLIAMS JOHN B | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 73,284 | D | ↗ |
| 2026-02-01 | VAN LITH KAREN | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 60,357 | D | ↗ |
| 2026-02-01 | Utz John A. | Officer | A-Award | A | Common Stock $0.01 Par Value | 4,494 | 27.26 | 122.5K | 114,899 | D | ↗ |
| 2026-02-01 | Trier Phillip | Officer | A-Award | A | Common Stock $0.01 Par Value | 5,094 | 27.26 | 138.9K | 27,788 | D | ↗ |
| 2026-02-01 | SULLIVAN OWEN J | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 10,003 | D | ↗ |
| 2026-02-01 | Nettles Cory L | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 46,429 | D | ↗ |
| 2026-02-01 | Meyer Derek S. | Officer | A-Award | A | Common Stock $0.01 Par Value | 3,148 | 27.26 | 85.8K | 54,355 | D | ↗ |
| 2026-02-01 | Manso Julio | Officer | A-Award | A | Common Stock $0.01 Par Value | 3,714 | 27.26 | 101.2K | 16,663 | D | ↗ |
| 2026-02-01 | Ludgate Kristen M | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 10,003 | D | ↗ |
| 2026-02-01 | Kitowski Nicole M | Officer | A-Award | A | Common Stock $0.01 Par Value | 3,400 | 27.26 | 92.7K | 48,572 | D | ↗ |
| 2026-02-01 | KLAPPA GALE E | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 25,480 | D | ↗ |
| 2026-02-01 | KAMERICK EILEEN A | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 55,864 | D | ↗ |
| 2026-02-01 | Jones-Tyson Rodney | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 13,822 | D | ↗ |
| 2026-02-01 | JEFFE ROBERT A | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 47,747 | D | ↗ |
| 2026-02-01 | Harmening Andrew J | Director / Officer | A-Award | A | Common Stock $0.01 Par Value | 32,327 | 27.26 | 881.2K | 358,353 | D | ↗ |
| 2026-02-01 | Haddad Michael J | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 8,641 | D | ↗ |
| 2026-02-01 | HLADIO JAYNE C | Officer | A-Award | A | Common Stock $0.01 Par Value | 2,711 | 27.26 | 73.9K | 17,344 | D | ↗ |
| 2026-02-01 | Greffin Judith P | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 17,431 | D | ↗ |
| 2026-02-01 | GERKEN R JAY | Director | A-Award | A | Common Stock $0.01 Par Value | 4,585 | 27.26 | 125.0K | 44,794 | D | ↗ |
| 2026-02-01 | Erickson Randall J. | Officer | A-Award | A | Common Stock $0.01 Par Value | 4,612 | 27.26 | 125.7K | 159,839 | D | ↗ |
| 2026-02-01 | DeLoye Dennis | Officer | A-Award | A | Common Stock $0.01 Par Value | 2,193 | 27.26 | 59.8K | 22,028 | D | ↗ |
| 2026-02-01 | Carson Bryan | Officer | A-Award | A | Common Stock $0.01 Par Value | 3,128 | 27.26 | 85.3K | 32,789 | D | ↗ |
| 2026-02-01 | Braeger Matthew R | Officer | A-Award | A | Common Stock $0.01 Par Value | 1,484 | 27.26 | 40.5K | 14,830 | D | ↗ |
| 2026-02-01 | Ahern Patrick Edward | Officer | A-Award | A | Common Stock $0.01 Par Value | 3,118 | 27.26 | 85.0K | 44,306 | D | ↗ |
| 2026-01-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 87 | 26.87 | 2.3K | 14,569 | D | ↗ |
| 2026-01-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 82 | 26.87 | 2.2K | 13,069 | D | ↗ |
| 2026-01-15 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 50 | 26.87 | 1.3K | 110,405 | D | ↗ |
| 2026-01-15 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 15 | 26.87 | 412.50 | 12,949 | D | ↗ |
| 2026-01-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 27 | 26.87 | 733.36 | 45,172 | D | ↗ |
| 2026-01-15 | JEFFE ROBERT A | Director | A-Award | A | Phantom Stock Unit | 979 | 0.00 | — | 91,397 | D | ↗ |
| 2026-01-15 | Haddad Michael J | Director | A-Award | A | Phantom Stock Unit | 793 | 0.00 | — | 62,268 | D | ↗ |
| 2026-01-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 14 | 26.87 | 375.86 | 14,633 | D | ↗ |
| 2025-12-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 86 | 27.07 | 2.3K | 14,482 | D | ↗ |
| 2025-12-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 81 | 27.07 | 2.2K | 12,987 | D | ↗ |
| 2025-12-15 | Warsek Gregory | Officer | A-Award | A | Common Stock $0.01 Par Value | 15 | 26.94 | 404.10 | 13,400 | D | ↗ |
| 2025-12-15 | WILLIAMS JOHN B | Director | A-Award | A | Common Stock $0.01 Par Value | 377 | 26.94 | 10.2K | 68,699 | D | ↗ |
| 2025-12-15 | VAN LITH KAREN | Director | A-Award | A | Common Stock $0.01 Par Value | 377 | 26.94 | 10.2K | 55,772 | D | ↗ |
| 2025-12-15 | Utz John A. | Officer | A-Award | A | Common Stock $0.01 Par Value | 463 | 26.94 | 12.5K | 110,354 | D | ↗ |
| 2025-12-15 | Trier Phillip | Officer | J-Other | A | Common Stock $0.01 Par Value | 46 | 27.05 | 1.2K | 22,694 | D | ↗ |
| 2025-12-15 | SULLIVAN OWEN J | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 26.94 | 1.2K | 5,418 | D | ↗ |
| 2025-12-15 | Nettles Cory L | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 26.94 | 1.2K | 46,642 | D | ↗ |
| 2025-12-15 | Meyer Derek S. | Officer | A-Award | A | Common Stock $0.01 Par Value | 23 | 26.94 | 619.62 | 51,207 | D | ↗ |
| 2025-12-15 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 1 | 27.04 | 19.31 | 12,933 | D | ↗ |
| 2025-12-15 | Ludgate Kristen M | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 26.94 | 1.2K | 5,418 | D | ↗ |
| 2025-12-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 27 | 27.07 | 733.36 | 45,145 | D | ↗ |
| 2025-12-15 | KLAPPA GALE E | Director | A-Award | A | Common Stock $0.01 Par Value | 182 | 26.94 | 4.9K | 26,058 | D | ↗ |
| 2025-12-15 | KAMERICK EILEEN A | Director | A-Award | A | Common Stock $0.01 Par Value | 377 | 26.94 | 10.2K | 51,279 | D | ↗ |
| 2025-12-15 | Jones-Tyson Rodney | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 26.94 | 1.2K | 9,237 | D | ↗ |
| 2025-12-15 | JEFFE ROBERT A | Director | A-Award | A | Common Stock $0.01 Par Value | 377 | 26.94 | 10.2K | 48,325 | D | ↗ |
| 2025-12-15 | Harmening Andrew J | Director / Officer | J-Other | A | Common Stock $0.01 Par Value | 2,189 | 27.05 | 59.2K | 326,026 | D | ↗ |
| 2025-12-15 | Haddad Michael J | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 26.94 | 1.2K | 9,219 | D | ↗ |
| 2025-12-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 14 | 27.07 | 375.86 | 14,619 | D | ↗ |
| 2025-12-15 | Greffin Judith P | Director | A-Award | A | Common Stock $0.01 Par Value | 111 | 26.94 | 3.0K | 18,009 | D | ↗ |
| 2025-12-15 | GERKEN R JAY | Director | A-Award | A | Common Stock $0.01 Par Value | 307 | 26.94 | 8.3K | 45,372 | D | ↗ |
| 2025-12-15 | Carson Bryan | Officer | J-Other | D | Common Stock $0.01 Par Value | 5,351 | 0.00 | — | 29,661 | D | ↗ |
| 2025-12-09 | Utz John A. | Officer | S-Sale | D | Common Stock $0.01 Par Value | 1,872 | 26.41 | 49.4K | 109,842 | D | ↗ |
| 2025-12-04 | Ahern Patrick Edward | Officer | M-Exempt | A | Common Stock $0.01 Par Value | 13,356 | 24.70 | 329.9K | 54,544 | D | ↗ |
| 2025-12-03 | Ahern Patrick Edward | Officer | S-Sale | D | Common Stock $0.01 Par Value | 3,161 | 25.79 | 81.5K | 41,354 | D | ↗ |
| 2025-11-17 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 93 | 25.02 | 2.3K | 14,396 | D | ↗ |
| 2025-11-17 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 88 | 25.02 | 2.2K | 12,906 | D | ↗ |
| 2025-11-17 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 54 | 25.02 | 1.3K | 111,842 | D | ↗ |
| 2025-11-17 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 16 | 25.02 | 412.50 | 12,917 | D | ↗ |
| 2025-11-17 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 29 | 25.02 | 733.36 | 45,118 | D | ↗ |
| 2025-11-17 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 15 | 25.02 | 375.86 | 14,605 | D | ↗ |
| 2025-10-16 | JEFFE ROBERT A | Director | A-Award | A | Phantom Stock Unit | 1,065 | 0.00 | — | 89,623 | D | ↗ |
| 2025-10-16 | Haddad Michael J | Director | A-Award | A | Phantom Stock Unit | 862 | 0.00 | — | 60,935 | D | ↗ |
| 2025-10-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 90 | 26.09 | 2.3K | 14,303 | D | ↗ |
| 2025-10-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 84 | 26.09 | 2.2K | 12,818 | D | ↗ |
| 2025-10-15 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 52 | 26.09 | 1.3K | 111,788 | D | ↗ |
| 2025-10-15 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 16 | 26.09 | 412.50 | 12,901 | D | ↗ |
| 2025-10-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 28 | 26.09 | 733.36 | 45,088 | D | ↗ |
| 2025-10-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 14 | 26.09 | 375.86 | 14,590 | D | ↗ |
| 2025-10-02 | HLADIO JAYNE C | Officer | F-InKind | D | Common Stock $0.01 Par Value | 1,821 | 25.71 | 46.8K | 14,576 | D | ↗ |
| 2025-09-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 89 | 26.16 | 2.3K | 14,213 | D | ↗ |
| 2025-09-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 84 | 26.16 | 2.2K | 12,734 | D | ↗ |
| 2025-09-15 | Warsek Gregory | Officer | A-Award | A | Common Stock $0.01 Par Value | 15 | 25.92 | 388.80 | 13,385 | D | ↗ |
| 2025-09-15 | WILLIAMS JOHN B | Director | A-Award | A | Common Stock $0.01 Par Value | 372 | 25.92 | 9.6K | 68,277 | D | ↗ |
| 2025-09-15 | VAN LITH KAREN | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 25.92 | 1.2K | 54,978 | D | ↗ |
| 2025-09-15 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 52 | 26.16 | 1.3K | 111,736 | D | ↗ |
| 2025-09-15 | Trier Phillip | Officer | J-Other | A | Common Stock $0.01 Par Value | 45 | 26.23 | 1.2K | 22,648 | D | ↗ |
| 2025-09-15 | SULLIVAN OWEN J | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 25.92 | 1.2K | 5,373 | D | ↗ |
| 2025-09-15 | Nettles Cory L | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 25.92 | 1.2K | 46,236 | D | ↗ |
| 2025-09-15 | Meyer Derek S. | Officer | A-Award | A | Common Stock $0.01 Par Value | 23 | 25.92 | 596.16 | 51,184 | D | ↗ |
| 2025-09-15 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 8 | 26.16 | 206.25 | 12,885 | D | ↗ |
| 2025-09-15 | Ludgate Kristen M | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 25.92 | 1.2K | 5,373 | D | ↗ |
| 2025-09-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 28 | 26.16 | 733.36 | 45,060 | D | ↗ |
| 2025-09-15 | KLAPPA GALE E | Director | A-Award | A | Common Stock $0.01 Par Value | 180 | 25.92 | 4.7K | 25,831 | D | ↗ |
| 2025-09-15 | KAMERICK EILEEN A | Director | A-Award | A | Common Stock $0.01 Par Value | 372 | 25.92 | 9.6K | 50,857 | D | ↗ |
| 2025-09-15 | Jones-Tyson Rodney | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 25.92 | 1.2K | 9,192 | D | ↗ |
| 2025-09-15 | JEFFE ROBERT A | Director | A-Award | A | Common Stock $0.01 Par Value | 372 | 25.92 | 9.6K | 47,903 | D | ↗ |
| 2025-09-15 | Harmening Andrew J | Director / Officer | J-Other | A | Common Stock $0.01 Par Value | 2,145 | 26.23 | 56.2K | 323,837 | D | ↗ |
| 2025-09-15 | Haddad Michael J | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 25.92 | 1.2K | 9,138 | D | ↗ |
| 2025-09-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 14 | 26.16 | 375.86 | 16,397 | D | ↗ |
| 2025-09-15 | Greffin Judith P | Director | A-Award | A | Common Stock $0.01 Par Value | 110 | 25.92 | 2.9K | 17,853 | D | ↗ |
| 2025-09-15 | GERKEN R JAY | Director | A-Award | A | Common Stock $0.01 Par Value | 45 | 25.92 | 1.2K | 44,717 | D | ↗ |
| 2025-09-11 | Ahern Patrick Edward | Officer | S-Sale | D | Common Stock $0.01 Par Value | 3,342 | 26.20 | 87.6K | 41,472 | D | ↗ |
| 2025-09-09 | Braeger Matthew R | Officer | S-Sale | D | Common Stock $0.01 Par Value | 2,000 | 26.34 | 52.7K | 13,346 | D | ↗ |
| 2025-08-29 | VAN LITH KAREN | Director | S-Sale | D | Common Stock $0.01 Par Value | 720 | 27.13 | 19.5K | 60,211 | D | ↗ |
| 2025-08-29 | Utz John A. | Officer | M-Exempt | A | Common Stock $0.01 Par Value | 8,000 | 17.38 | 139.0K | 119,228 | D | ↗ |
| 2025-08-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 93 | 25.08 | 2.3K | 14,124 | D | ↗ |
| 2025-08-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 88 | 25.08 | 2.2K | 12,650 | D | ↗ |
| 2025-08-15 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 54 | 25.08 | 1.3K | 116,228 | D | ↗ |
| 2025-08-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 29 | 25.08 | 733.36 | 45,032 | D | ↗ |
| 2025-08-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 15 | 25.08 | 375.86 | 16,383 | D | ↗ |
| 2025-08-04 | Meyer Derek S. | Officer | F-InKind | D | Common Stock $0.01 Par Value | 5,883 | 24.09 | 141.7K | 51,161 | D | ↗ |
| 2025-07-18 | Carson Bryan | Officer | F-InKind | D | Common Stock $0.01 Par Value | 4,605 | 25.82 | 118.9K | 35,012 | D | ↗ |
| 2025-07-17 | JEFFE ROBERT A | Director | A-Award | A | Phantom Stock Unit | 927 | 0.00 | — | 87,782 | D | ↗ |
| 2025-07-17 | Haddad Michael J | Director | A-Award | A | Phantom Stock Unit | 780 | 0.00 | — | 59,547 | D | ↗ |
| 2025-07-15 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 83 | 25.60 | 2.1K | 14,030 | D | ↗ |
| 2025-07-15 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 86 | 25.60 | 2.2K | 12,562 | D | ↗ |
| 2025-07-15 | Utz John A. | Officer | J-Other | A | Common Stock $0.01 Par Value | 53 | 25.60 | 1.3K | 116,174 | D | ↗ |
| 2025-07-15 | Manso Julio | Officer | J-Other | A | Common Stock $0.01 Par Value | 40 | 25.60 | 1.0K | 12,877 | D | ↗ |
| 2025-07-15 | Kitowski Nicole M | Officer | J-Other | A | Common Stock $0.01 Par Value | 29 | 25.60 | 733.36 | 45,003 | D | ↗ |
| 2025-07-15 | HLADIO JAYNE C | Officer | J-Other | A | Common Stock $0.01 Par Value | 15 | 25.60 | 375.86 | 16,368 | D | ↗ |
| 2025-06-16 | ZANDPOUR STEVEN S. | Officer | J-Other | A | Common Stock $0.01 Par Value | 92 | 23.10 | 2.1K | 13,948 | D | ↗ |
| 2025-06-16 | Williams Terry Lynn | Officer | J-Other | A | Common Stock $0.01 Par Value | 95 | 23.10 | 2.2K | 12,476 | D | ↗ |
| 2025-06-16 | Warsek Gregory | Officer | A-Award | A | Common Stock $0.01 Par Value | 17 | 22.96 | 390.32 | 13,370 | D | ↗ |
| 2025-06-16 | WILLIAMS JOHN B | Director | A-Award | A | Common Stock $0.01 Par Value | 50 | 22.96 | 1.1K | 67,443 | D | ↗ |
| 2025-06-16 | VAN LITH KAREN | Director | A-Award | A | Common Stock $0.01 Par Value | 50 | 22.96 | 1.1K | 60,514 | D | ↗ |
| 2025-06-16 | Utz John A. | Officer | A-Award | A | Common Stock $0.01 Par Value | 511 | 22.96 | 11.7K | 116,121 | D | ↗ |
| 2025-06-16 | Trier Phillip | Officer | J-Other | A | Common Stock $0.01 Par Value | 51 | 22.97 | 1.2K | 22,603 | D | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Andrew J. Harmening President and CEO | 1.12M | — | 2.80M | — | 2.15M | 284.2K | 6.35M | 44.06% | ↗ |
| 2 | 2025 | Derek S. Meyer Executive Vice President, Chief Financial Officer | 600.0K | — | 660.0K | — | 614.4K | 60.2K | 1.93M | 34.12% | ↗ |
| 3 | 2025 | John A. Utz Executive Vice President, Head of Specialized Industries & Capital Markets and Milwaukee Market President | 490.0K | — | 539.0K | — | 470.4K | 76.4K | 1.58M | 34.20% | ↗ |
| 4 | 2025 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 498.0K | — | 498.0K | — | 446.2K | 71.1K | 1.51M | 32.91% | ↗ |
| 5 | 2025 | Julio N. Manso Executive Vice President, Chief Human Resources Officer | 262.5K | 100.0K | 605.1K | — | 403.2K | 43.7K | 1.41M | 42.78% | ↗ |
| 6 | 2024 | Andrew J. Harmening President and CEO | 1.07M | — | 2.67M | — | 1.66M | 70.1K | 5.47M | 48.88% | ↗ |
| 7 | 2024 | Derek S. Meyer Executive Vice President, Chief Financial Officer | 550.0K | — | 605.0K | — | 454.5K | 53.9K | 1.66M | 36.37% | ↗ |
| 8 | 2024 | John A. Utz Executive Vice President, Head of Specialized Industries & Capital Markets and Milwaukee Market President | 490.0K | — | 539.0K | — | 379.6K | 73.6K | 1.48M | 36.36% | ↗ |
| 9 | 2024 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 480.0K | — | 480.0K | — | 347.1K | 82.0K | 1.39M | 34.56% | ↗ |
| 10 | 2024 | David L. Stein Executive Vice President, Head of Consumer & Business Banking and Madison Market President | 435.0K | — | 478.5K | — | 337.0K | 67.5K | 1.32M | 36.30% | ↗ |
| 11 | 2023 | Andrew J. Harmening President and CEO | 1.03M | — | 2.57M | — | 1.04M | 106.6K | 4.75M | 54.25% | ↗ |
| 12 | 2023 | Derek S. Meyer Executive Vice President, Chief Financial Officer | 490.0K | — | 539.0K | — | 246.2K | 75.7K | 1.35M | 39.90% | ↗ |
| 13 | 2023 | John A. Utz Executive Vice President, Head of Specialized Industries & Capital Markets and Milwaukee Market President | 490.0K | — | 539.0K | — | 246.2K | 75.3K | 1.35M | 39.91% | ↗ |
| 14 | 2023 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 490.0K | — | 539.0K | — | 246.2K | 75.3K | 1.35M | 39.91% | ↗ |
| 15 | 2023 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 480.0K | — | 480.0K | — | 225.1K | 68.3K | 1.25M | 38.29% | ↗ |
| 16 | 2023 | David L. Stein Executive Vice President, Head of Consumer & Business Banking and Madison Market President | 435.0K | — | 478.5K | — | 218.6K | 70.3K | 1.20M | 39.79% | ↗ |
| 17 | 2022 | Andrew J. Harmening President and CEO | 1.00M | — | 2.50M | — | 2.51M | 61.6K | 6.07M | 41.21% | ↗ |
| 18 | 2022 | Derek S. Meyer Executive Vice President, Chief Financial Officer | 204.2K | 150.0K | 1.23M | — | 257.3K | 177.7K | 2.02M | 60.94% | ↗ |
| 19 | 2022 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 473.8K | — | 522.5K | — | 596.5K | 68.3K | 1.66M | 31.45% | ↗ |
| 20 | 2022 | John A. Utz Executive Vice President, Head of Specialized Industries & Capital Markets and Milwaukee Market President | 473.8K | — | 522.5K | — | 596.5K | 68.3K | 1.66M | 31.45% | ↗ |
| 21 | 2022 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 470.0K | — | 470.0K | — | 514.5K | 61.6K | 1.52M | 31.00% | ↗ |
| 22 | 2022 | David L. Stein Executive Vice President, Head of Consumer & Business Banking and Madison Market President | 424.6K | — | 467.5K | — | 533.4K | 60.3K | 1.49M | 31.46% | ↗ |
| 23 | 2022 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer (Retired) | 338.1K | — | — | — | — | 995.4K | 1.33M | 0.00% | ↗ |
| 24 | 2021 | Andrew J. Harmening President and CEO | 675.0K | — | 9.17M | — | 1.24M | 242.6K | 11.33M | 80.98% | ↗ |
| 25 | 2021 | Philip B. Flynn Special Advisor and Former President and CEO | 1.25M | — | 678.1K | — | 1.17M | 296.7K | 3.39M | 19.98% | ↗ |
| 26 | 2021 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 505.0K | — | 606.0K | — | 416.6K | 49.9K | 1.58M | 38.42% | ↗ |
| 27 | 2021 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer (Retired) | 505.0K | — | 606.0K | — | 416.6K | 49.9K | 1.58M | 38.42% | ↗ |
| 28 | 2021 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 445.0K | — | 534.0K | — | 367.1K | 52.8K | 1.40M | 38.17% | ↗ |
| 29 | 2021 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 460.0K | — | 460.0K | — | 328.9K | 53.9K | 1.30M | 35.31% | ↗ |
| 30 | 2021 | David L. Stein Executive Vice President, Head of Consumer & Business Banking and Madison Market President | 410.0K | — | 492.0K | — | 338.3K | 52.7K | 1.29M | 38.05% | ↗ |
| 31 | 2020 | Philip B. Flynn Special Advisor and Former President and CEO | 1.25M | — | 1.97M | 656.2K | — | 285.3K | 4.16M | 63.10% | ↗ |
| 32 | 2020 | Philip B. Flynn President and CEO | 1.25M | — | 1.97M | 656.2K | — | 285.3K | 4.16M | 63.10% | ↗ |
| 33 | 2020 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 505.0K | — | 454.5K | 151.5K | — | 54.8K | 1.17M | 51.98% | ↗ |
| 34 | 2020 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer (Retired) | 505.0K | — | 454.5K | 151.5K | — | 54.8K | 1.17M | 51.98% | ↗ |
| 35 | 2020 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 444.2K | — | 400.5K | 133.5K | — | 73.5K | 1.05M | 50.78% | ↗ |
| 36 | 2020 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 460.0K | — | 345.0K | 115.0K | — | 67.9K | 987.9K | 46.56% | ↗ |
| 37 | 2020 | David L. Stein Executive Vice President, Head of Consumer & Business Banking | 408.8K | — | 369.0K | 123.0K | — | 67.4K | 968.1K | 50.82% | ↗ |
| 38 | 2020 | David L. Stein Executive Vice President, Head of Consumer & Business Banking and Madison Market President | 408.8K | — | 369.0K | 123.0K | — | 67.4K | 968.1K | 50.82% | ↗ |
| 39 | 2019 | Philip B. Flynn Special Advisor and Former President and CEO | 1.25M | — | 1.97M | 656.2K | 977.7K | 287.6K | 5.14M | 51.07% | ↗ |
| 40 | 2019 | Philip B. Flynn President and CEO | 1.25M | — | 1.97M | 656.2K | 977.7K | 287.6K | 5.14M | 51.07% | ↗ |
| 41 | 2019 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 505.0K | — | 454.5K | 151.5K | 455.0K | 51.6K | 1.62M | 37.46% | ↗ |
| 42 | 2019 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 434.2K | — | 391.5K | 130.5K | 445.0K | 73.4K | 1.47M | 35.40% | ↗ |
| 43 | 2019 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 460.0K | — | 345.0K | 115.0K | 345.0K | 67.7K | 1.33M | 34.52% | ↗ |
| 44 | 2019 | David L. Stein Executive Vice President, Head of Consumer & Business Banking and Madison Market President | 395.0K | — | 296.2K | 98.7K | 300.0K | 71.6K | 1.16M | 34.00% | ↗ |
| 45 | 2019 | David L. Stein Executive Vice President, Head of Consumer & Business Banking | 395.0K | — | 296.2K | 98.7K | 300.0K | 71.6K | 1.16M | 34.00% | ↗ |
| 46 | 2018 | Philip B. Flynn President and CEO | 1.25M | — | 1.87M | 625.0K | 1.16M | 261.7K | 5.17M | 48.33% | ↗ |
| 47 | 2018 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 504.0K | — | 454.5K | 151.5K | 540.0K | 47.8K | 1.70M | 35.69% | ↗ |
| 48 | 2018 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market | 425.0K | — | 382.5K | 127.5K | 530.0K | 67.9K | 1.53M | 33.27% | ↗ |
| 49 | 2018 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 425.0K | — | 382.5K | 127.5K | 530.0K | 67.9K | 1.53M | 33.27% | ↗ |
| 50 | 2018 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 460.0K | — | 414.0K | 138.0K | 410.0K | 67.6K | 1.49M | 37.06% | ↗ |
| 51 | 2018 | David L. Stein Executive Vice President, Head of Consumer & Business Banking | 395.0K | — | 296.2K | 98.7K | 340.0K | 64.4K | 1.19M | 33.07% | ↗ |
| 52 | 2017 | Philip B. Flynn President and CEO | 1.25M | — | 1.87M | 625.0K | 784.6K | 243.2K | 4.78M | 52.33% | ↗ |
| 53 | 2017 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 492.2K | — | 443.7K | 147.9K | 375.0K | 45.5K | 1.50M | 39.33% | ↗ |
| 54 | 2017 | Randall J. Erickson Executive Vice President, General Counsel, Corporate Secretary and Chief Risk Officer | 460.0K | — | 414.0K | 138.0K | 275.0K | 63.0K | 1.35M | 40.89% | ↗ |
| 55 | 2017 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 460.0K | — | 414.0K | 138.0K | 275.0K | 63.0K | 1.35M | 40.89% | ↗ |
| 56 | 2017 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 425.0K | — | 382.5K | 127.5K | 350.0K | 58.9K | 1.34M | 37.95% | ↗ |
| 57 | 2017 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market | 425.0K | — | 382.5K | 127.5K | 350.0K | 58.9K | 1.34M | 37.95% | ↗ |
| 58 | 2017 | David L. Stein Executive Vice President, Head of Consumer & Business Banking | 395.0K | — | 296.2K | 98.7K | 225.0K | 60.9K | 1.08M | 36.71% | ↗ |
| 59 | 2016 | Philip B. Flynn President and CEO | 1.25M | — | 1.87M | 625.0K | 670.6K | 300.9K | 4.72M | 52.95% | ↗ |
| 60 | 2016 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 483.0K | — | 434.7K | 144.9K | 350.0K | 63.4K | 1.48M | 39.27% | ↗ |
| 61 | 2016 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 423.8K | — | 382.5K | 127.5K | 325.0K | 72.1K | 1.33M | 38.32% | ↗ |
| 62 | 2016 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market | 423.8K | — | 382.5K | 127.5K | 325.0K | 72.1K | 1.33M | 38.32% | ↗ |
| 63 | 2016 | Randall J. Erickson Executive Vice President, General Counsel & Corporate Secretary | 455.7K | — | 414.0K | 138.0K | 240.0K | 74.7K | 1.32M | 41.74% | ↗ |
| 64 | 2016 | Randall J. Erickson Executive Vice President, General Counsel, Corporate Secretary and Chief Risk Officer | 455.7K | — | 414.0K | 138.0K | 240.0K | 74.7K | 1.32M | 41.74% | ↗ |
| 65 | 2016 | James Yee Executive Vice President, Chief Information and Operations Officer | 460.0K | — | 345.0K | 115.0K | 225.0K | 79.8K | 1.22M | 37.55% | ↗ |
| 66 | 2015 | Philip B. Flynn President and CEO | 1.25M | — | 1.87M | 625.0K | 645.7K | 291.3K | 4.69M | 53.34% | ↗ |
| 67 | 2015 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 483.0K | — | 434.7K | 144.9K | 350.0K | 73.4K | 1.49M | 39.00% | ↗ |
| 68 | 2015 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 394.5K | — | 351.0K | 117.0K | 360.0K | 81.7K | 1.30M | 35.88% | ↗ |
| 69 | 2015 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market | 394.5K | — | 351.0K | 117.0K | 360.0K | 81.7K | 1.30M | 35.88% | ↗ |
| 70 | 2015 | James Yee Executive Vice President, Chief Information Officer | 460.0K | — | 345.0K | 115.0K | 225.0K | 85.6K | 1.23M | 37.38% | ↗ |
| 71 | 2015 | James Yee Executive Vice President, Chief Information and Operations Officer | 460.0K | — | 345.0K | 115.0K | 225.0K | 85.6K | 1.23M | 37.38% | ↗ |
| 72 | 2015 | Randall J. Erickson Executive Vice President, General Counsel and Corporate Secretary | 408.0K | — | 306.0K | 102.0K | 230.0K | 74.4K | 1.12M | 36.42% | ↗ |
| 73 | 2015 | Randall J. Erickson Executive Vice President, General Counsel, Corporate Secretary and Chief Risk Officer | 408.0K | — | 306.0K | 102.0K | 230.0K | 74.4K | 1.12M | 36.42% | ↗ |
| 74 | 2014 | Philip B. Flynn President and CEO | 1.25M | — | 1.87M | 625.0K | 861.0K | 289.1K | 4.90M | 51.02% | ↗ |
| 75 | 2014 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 483.0K | — | 434.7K | 144.9K | 400.0K | 74.3K | 1.54M | 37.71% | ↗ |
| 76 | 2014 | James Yee Executive Vice President, Chief Information Officer | 460.0K | — | 345.0K | 115.0K | 250.0K | 81.2K | 1.25M | 36.76% | ↗ |
| 77 | 2014 | James Yee Executive Vice President, Chief Information and Operations Officer | 460.0K | — | 345.0K | 115.0K | 250.0K | 81.2K | 1.25M | 36.76% | ↗ |
| 78 | 2014 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 350.8K | — | 315.0K | 105.0K | 400.0K | 72.4K | 1.24M | 33.78% | ↗ |
| 79 | 2014 | Randall J. Erickson Executive Vice President, General Counsel and Corporate Secretary | 408.0K | — | 306.0K | 102.0K | 250.0K | 72.6K | 1.14M | 35.83% | ↗ |
| 80 | 2014 | Randall J. Erickson Executive Vice President, General Counsel, Corporate Secretary and Chief Risk Officer | 408.0K | — | 306.0K | 102.0K | 250.0K | 72.6K | 1.14M | 35.83% | ↗ |
| 81 | 2013 | Philip B. Flynn President and CEO | 1.25M | — | 1.59M | 531.3K | 812.3K | 272.1K | 4.46M | 47.65% | ↗ |
| 82 | 2013 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 477.5K | — | 362.2K | 120.8K | 360.0K | 64.2K | 1.38M | 34.88% | ↗ |
| 83 | 2013 | James Yee Executive Vice President, Chief Information Officer | 458.3K | — | 345.0K | 115.0K | 260.0K | 73.6K | 1.25M | 36.74% | ↗ |
| 84 | 2013 | Randall J. Erickson Executive Vice President, General Counsel | 406.7K | — | 306.0K | 102.0K | 240.0K | 59.8K | 1.11M | 36.61% | ↗ |
| 85 | 2013 | Randall J. Erickson Executive Vice President, General Counsel and Corporate Secretary | 406.7K | — | 306.0K | 102.0K | 240.0K | 59.8K | 1.11M | 36.61% | ↗ |
| 86 | 2013 | John A. Utz Executive Vice President, Head of Corporate Banking and Milwaukee Market President | 348.4K | — | 288.7K | 96.3K | 310.0K | 54.4K | 1.10M | 35.07% | ↗ |
| 87 | 2013 | John A. Utz Executive Vice President, Head of Specialized Industries and Commercial Financial Services | 348.4K | — | 288.7K | 96.3K | 310.0K | 54.4K | 1.10M | 35.07% | ↗ |
| 88 | 2012 | Philip B. Flynn President and CEO | 1.30M | — | 1.06M | 1.06M | 712.5K | 170.4K | 4.31M | 49.35% | ↗ |
| 89 | 2012 | Christopher J. Del Moral-Niles Executive Vice President, Chief Financial Officer | 448.6K | 60.0K | 215.7K | 215.7K | 350.0K | 38.6K | 1.33M | 32.47% | ↗ |
| 90 | 2012 | James Yee Executive Vice President, Chief Information Officer | 284.7K | 200.0K | 200.0K | 138.6K | 225.0K | 76.7K | 1.12M | 30.10% | ↗ |
| 91 | 2012 | Scott S. Hickey Executive Vice President, Chief Credit Officer | 399.3K | 60.0K | 192.2K | 192.2K | 225.0K | 54.5K | 1.12M | 34.23% | ↗ |
| 92 | 2012 | John A. Utz Executive Vice President, Head of Specialized Industries and Commercial Financial Services | 353.6K | 50.0K | 170.2K | 170.2K | 295.0K | 40.0K | 1.08M | 31.55% | ↗ |
| 93 | 2012 | Joseph B. Selner Executive Vice President, Chief Financial Officer | 258.1K | 70.0K | 103.9K | 103.9K | 103.9K | 59.9K | 699.6K | 29.69% | ↗ |
| 94 | 2011 | Philip B. Flynn President and CEO | 3.50M | — | 1.20M | — | — | 333.8K | 5.03M | 23.85% | ↗ |
| 95 | 2011 | Joseph B. Selner Executive Vice President, Chief Financial Officer | 820.5K | — | 412.5K | — | — | 109.2K | 1.34M | 30.73% | ↗ |
| 96 | 2011 | Scott S. Hickey Executive Vice President, Chief Credit Officer | 644.5K | — | 323.3K | — | — | 72.8K | 1.04M | 31.07% | ↗ |
| 97 | 2010 | Philip B. Flynn President and CEO | 3.46M | — | 1.20M | — | — | 350.5K | 5.01M | 23.97% | ↗ |
| 98 | 2010 | Joseph B. Selner Executive Vice President, Chief Financial Officer | 728.9K | — | 392.0K | — | — | 103.1K | 1.22M | 32.03% | ↗ |
| 99 | 2010 | Scott S. Hickey Executive Vice President, Chief Credit Officer | 589.6K | — | 311.9K | — | — | 74.8K | 976.3K | 31.94% | ↗ |
| 100 | 2008 | Paul S. Beideman Chairman and CEO | 892.3K | — | 834.7K | 146.9K | 180.0K | 73.6K | 2.13M | 46.14% | ↗ |
| 101 | 2008 | Lisa B. Binder President and COO | 592.3K | 400.0K | 379.1K | 128.8K | 110.0K | 223.6K | 1.83M | 27.70% | ↗ |
| 102 | 2008 | Joseph B. Selner Executive Vice President, Chief Financial Officer | 358.3K | 150.0K | 261.5K | 79.3K | 66.5K | 27.5K | 943.1K | 36.14% | ↗ |
| 103 | 2008 | Gordon J. Weber Executive Vice President, Director, Corporate Banking | 391.7K | 90.0K | 200.0K | 67.4K | 76.1K | 43.4K | 868.7K | 30.79% | ↗ |
| 104 | 2008 | Mark J. McMullen Executive Vice President, Director, Wealth Management | 362.9K | 90.0K | 212.7K | 69.6K | 68.3K | 38.7K | 842.3K | 33.52% | ↗ |
| 105 | 2008 | David A. Baumgarten Executive Vice President, Regional Banking | 326.4K | 120.0K | 215.6K | 64.3K | 64.0K | 42.2K | 832.5K | 33.62% | ↗ |
| 106 | 2008 | Mark D. Quinlan Executive Vice President, Chief Information Officer | 307.1K | 155.0K | 187.5K | 57.0K | 56.0K | 55.7K | 818.4K | 29.89% | ↗ |
| 107 | 2007 | Paul S. Beideman Chairman and CEO | 842.3K | 600.0K | 291.0K | 109.5K | — | 166.2K | 2.01M | 19.94% | ↗ |
| 108 | 2007 | Lisa B. Binder President and COO | 497.1K | 650.0K | 172.6K | 101.3K | — | 312.3K | 1.73M | 15.80% | ↗ |
| 109 | 2007 | Gordon J. Weber Executive Vice President, Director, Corporate Banking | 390.0K | 100.0K | 130.1K | 57.7K | — | 166.9K | 844.7K | 22.23% | ↗ |
| 110 | 2007 | Joseph B. Selner Executive Vice President, Chief Financial Officer | 346.2K | 200.0K | 153.8K | 57.2K | — | 86.5K | 843.7K | 25.01% | ↗ |
| 111 | 2007 | Mark J. McMullen Executive Vice President, Director, Wealth Management | 350.1K | 175.0K | 130.1K | 51.1K | — | 102.5K | 808.8K | 22.40% | ↗ |
| 112 | 2007 | David A. Baumgarten Executive Vice President, Regional Banking | 325.4K | 120.0K | 124.3K | 42.5K | — | 76.4K | 688.5K | 24.22% | ↗ |
| 113 | 2007 | Mark D. Quinlan Executive Vice President, Chief Information Officer | 289.5K | 100.0K | 113.1K | 36.4K | — | 55.4K | 594.3K | 25.15% | ↗ |
| 114 | 2006 | Paul S. Beideman Chairman and CEO | 788.6K | 545.2K | 173.5K | 101.4K | — | 193.2K | 1.80M | 15.26% | ↗ |
| 115 | 2006 | Gordon J. Weber Executive Vice President, Director, Corporate Banking | 378.9K | 200.0K | 61.6K | 37.0K | — | 156.2K | 833.7K | 11.83% | ↗ |
| 116 | 2006 | Joseph B. Selner Executive Vice President, Chief Financial Officer | 331.1K | 200.0K | 73.9K | 30.8K | — | 96.5K | 732.3K | 14.30% | ↗ |
| 117 | 2006 | Mark J. McMullen Executive Vice President, Director, Wealth Management | 340.2K | 170.0K | 61.6K | 30.8K | — | 104.3K | 706.9K | 13.07% | ↗ |
| 118 | 2006 | David A. Baumgarten Executive Vice President, Regional Banking | 320.0K | 140.0K | 63.8K | 24.3K | — | 69.3K | 617.4K | 14.28% | ↗ |
| 119 | 2006 | Mark D. Quinlan Executive Vice President, Chief Information Officer | 280.0K | 125.0K | 56.0K | — | — | 31.2K | 492.2K | 11.38% | ↗ |
| 120 | 2004 | Paul S. Beideman President & CEO | 683.1K | 628.0K | — | 112.5K | — | 374.6K | 1.80M | 6.26% | ↗ |
| 121 | 2004 | Gordon J. Weber Director, Corporate Banking | 375.5K | 172.5K | — | 45.0K | — | 319.3K | 912.3K | 4.93% | ↗ |
| 122 | 2004 | Mark J. McMullen Director, Wealth Management | 312.8K | 155.0K | — | 37.5K | — | 270.8K | 776.1K | 4.83% | ↗ |
| 123 | 2004 | Donald E. Peters Director, Systems & Operations | 314.2K | 141.0K | — | 37.5K | — | 281.5K | 774.2K | 4.84% | ↗ |
| 124 | 2004 | Joseph B. Selner Chief Financial Officer | 290.8K | 190.0K | — | 37.5K | — | 232.0K | 750.3K | 5.00% | ↗ |
| 125 | 2003 | Paul S. Beideman President & CEO | 380.8K | 420.0K | 1.74M | 75.0K | — | 357.7K | 2.98M | 61.09% | ↗ |
| 126 | 2003 | Gordon J. Weber Director, Corporate Banking | 344.2K | 172.5K | — | 45.0K | — | 56.4K | 618.2K | 7.28% | ↗ |
| 127 | 2003 | Mark J. McMullen Director, Wealth Management | 289.2K | 145.0K | — | 37.5K | — | 45.0K | 516.7K | 7.26% | ↗ |
| 128 | 2003 | Donald E. Peters Director, Systems & Operations | 289.6K | 120.0K | — | 37.5K | — | 47.7K | 494.8K | 7.58% | ↗ |
| 129 | 2003 | Joseph B. Selner Chief Financial Officer | 259.0K | 140.0K | — | 37.5K | — | 41.0K | 477.5K | 7.85% | ↗ |
| 130 | 2002 | Robert C. Gallagher Chairman, President & CEO Associated | 600.0K | 600.0K | — | 55.0K | — | 80.7K | 1.34M | 4.12% | ↗ |
| 131 | 2002 | Gordon J. Weber Director, Corporate Banking | 325.0K | 175.5K | — | 49.5K | — | 39.2K | 589.2K | 8.40% | ↗ |
| 132 | 2002 | Gordon J. Weber Director, Corporate Banking Associated | 325.0K | 175.5K | — | 33.0K | — | 35.3K | 568.8K | 5.80% | ↗ |
| 133 | 2002 | Donald E. Peters Director, Systems & Operations | 280.0K | 117.6K | — | 41.2K | — | 34.2K | 473.1K | 8.72% | ↗ |
| 134 | 2002 | Donald E. Peters Director, Systems & Operations Associated | 280.0K | 117.6K | — | 27.5K | — | 27.2K | 452.3K | 6.08% | ↗ |
| 135 | 2002 | Mark J. McMullen Director, Wealth Management | 270.0K | 86.3K | — | 41.2K | — | 31.8K | 429.3K | 9.61% | ↗ |
| 136 | 2002 | Joseph B. Selner Chief Financial Officer | 235.0K | 112.8K | — | 41.2K | — | 26.1K | 415.2K | 9.94% | ↗ |
| 137 | 2002 | Joseph B. Selner Chief Financial Officer Associated | 235.0K | 112.8K | — | 27.5K | — | 31.8K | 407.1K | 6.75% | ↗ |
| 138 | 2002 | Mark J. McMullen Director, Wealth Management Associated | 270.0K | 86.3K | — | 27.5K | — | — | 383.8K | 7.17% | ↗ |
| 139 | 2001 | Robert C. Gallagher Chairman, President & CEO Associated | 557.7K | 400.0K | — | 55.0K | — | — | 1.01M | 5.43% | ↗ |
| 140 | 2001 | Gordon J. Weber Director, Corporate Banking Associated | 299.1K | 150.0K | — | 33.0K | — | 9.2K | 491.2K | 6.72% | ↗ |
| 141 | 2001 | Donald E. Peters Director, Systems & Operations Associated | 269.6K | 107.7K | — | 27.5K | — | 11.8K | 416.7K | 6.60% | ↗ |
| 142 | 2001 | Mark J. McMullen Director, Wealth Management Associated | 259.4K | 83.1K | — | 27.5K | — | 21.4K | 391.4K | 7.03% | ↗ |
| 143 | 2001 | Joseph B. Selner Chief Financial Officer Associated | 219.2K | 105.6K | — | 27.5K | — | — | 352.3K | 7.81% | ↗ |
| 144 | 2000 | Robert C. Gallagher Chairman, President & CEO Associated | 472.1K | 175.0K | — | 46.6K | — | 51.5K | 745.2K | 6.25% | ↗ |
| 145 | 2000 | Donald E. Peters Director, Systems & Operations Associated | 260.0K | 82.8K | — | 22.6K | — | 34.2K | 399.7K | 5.66% | ↗ |
| 146 | 2000 | Gordon J. Weber Director, Corporate Banking Associated | 274.6K | 85.0K | — | 22.6K | — | — | 382.2K | 5.92% | ↗ |
| 147 | 2000 | Mark J. McMullen Director, Wealth Management Associated | 244.6K | 54.0K | — | 20.0K | — | 4.2K | 322.8K | 6.19% | ↗ |
| 148 | 2000 | Joseph B. Selner Chief Financial Officer Associated | 200.0K | 49.0K | — | 22.6K | — | 23.9K | 295.5K | 7.66% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Andrew J. Harmening | President, Chief Executive Officer & Director | 4M | male |
| Derek S. Meyer | Executive Vice President & Chief Financial Officer | 1M | male |
| John Anthony Utz | Executive VP and Head of Specialized Industries & Milwaukee Market President | 1M | male |
| Randall J. Erickson | Executive Vice President, General Counsel & Corporate Secretary | 1M | male |
| Julio Manso | Executive Vice President & Chief Human Resources Officer | 809.4K | male |
| Ryan Beld | Corporate Controller & Chief Accounting Officer | — | male |
| Terry L. Williams | Executive Vice President & Chief Information Officer | — | male |
| Anthony Philip Pecora | Senior Vice President, Director of Compliance & Associated Investment Services | — | male |
| Ben McCarville | Senior VP & Director of Investor Relations | — | male |
| Bryan Carson | Executive VP and Chief Product & Marketing Officer | — | male |
| Donald J. Lloyd | Senior Vice President & Manager of Capital Markets | — | male |
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Community Opinion for ASB
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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