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Franklin Resources, Inc. (BEN)

USD32.82 -0.02 (-0.05%)
US NYSE S&P 500 Financial Services Asset Management
Address One Franklin Parkway 94403-1906
San Mateo, CA, US
CEO Jennifer Johnson
Website franklinresources.com
IPO 1983-09-23
CIK 38777 ISIN US3546131018

Explore sections of this company profile

Also trades on London Stock Exchange · 0RT6.L (USD) New York Stock Exchange · BEN (USD)
Description

Franklin Resources, Inc. is a publicly owned asset investment manager. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships. It launches equity, fixed income, balanced, and multi-asset mutual funds through its subsidiaries. The firm invests in the public equity, fixed income, and alternative markets. Franklin Resources, Inc. was founded in 1947 and is based in San Mateo, California with an additional office in Calgary, Alberta; Dubai, United Arab Emirates; Edinburgh, Midlothian; Fort Lauderdale, Florida; Hyderabad, India; London, Greater London; Rancho Cordova, California; Shanghai, Shanghai Province; Singapore; Stamford, Connecticut; and Vienna.

News Sentiment (7d)
71 Positive

4 articles

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1998-04-28 — Active
Technical Outlook
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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
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Price Chart
Averages
Trend
Price
Levels
Draw
USD32.82 -0.02 (-0.05%)
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Volume Profile
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Liquidity & share structure
Average Volume
5M
Beta
1.59
Float Shares
302.27M
Free Float %
58.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.61% -1.84% +3.50% +16.88% +37.32% +29.85% +43.35% +25.54% -10.11% -16.95% +48,974.51%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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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 (27 ratings, all time) Hold
Price Targets & DCF
Current price
32.82
Low 28.00 -14.7%
Consensus 31.00 -5.5%
Median 31.00 -5.5%
High 34.00 +3.6%
DCF (Unlevered) 27.75 -15.4%
DCF (Levered) 21.60 -34.2%

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) 25% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 5 0
Sell 2 0
Strong Sell 2 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
31.00
-5.5%
Last Quarter 6
29.50
-10.1%
Last Year 9
27.33
-16.7%
All Time 28
26.46
-19.4%
Quality scores
Altman Z-Score
1.54
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • ✗
    Revenue growth Asset Management: +17.4%
    +3.5% Q1'26: +8.7% (vs Q1'25)
  • ✓
    EPS growth Asset Management: +22.7%
    +7.1% Q1'26: +100.0% (vs Q1'25)
  • ✓
    FCF margin FCF growth · Asset Management: +27.7%
    +7.7% Q1'26: -1.4% (vs Q1'25)
  • ✗
    EBIT margin Asset Management: +50.6%
    +10.1% Q1'26: +18.9% (vs Q1'25)
  • ✗
    ROIC Asset Management: +6.5%
    +2.6% Q1'26: +5.1% (vs Q1'25)
  • ✗
    Share dilution Asset Management: +0.0%
    +1.0% Q1'26: +0.0% (vs Q1'25)
  • ✗
    Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    9.41× Q1'26: 7.95× (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 (1.59) × ERP
WACC = 55% × Ke + 45% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
—
Intrinsic value (base): 27.75 Current price: 32.82
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 Sep 2010
actual 		Sep 2011
actual 		Sep 2012
actual 		Sep 2013
actual 		Sep 2014
actual 		Sep 2015
actual 		Sep 2016
actual 		Sep 2017
actual 		Sep 2018
actual 		Sep 2019
actual 		Sep 2020
actual 		Sep 2021
actual 		Sep 2022
actual 		Sep 2023
actual 		Sep 2024
actual 		Sep 2025
actual 		Sep 2026
3 Rev. Ana.
6 EPS Ana. 		Sep 2027
3 Rev. Ana.
6 EPS Ana. 		Sep 2028
2 Rev. Ana.
1 EPS Ana. 		Sep 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
5.85B
est: 5.91B (-1.0%)
7.14B
est: 6.93B (+3.1%)
7.10B
est: 7.11B (-0.1%)
7.99B
est: 8.10B (-1.4%)
8.49B
est: 8.37B (+1.4%)
7.95B
est: 7.96B (-0.2%)
6.62B
est: 6.64B (-0.3%)
6.39B
est: 6.41B (-0.2%)
6.20B
est: 6.34B (-2.2%)
5.67B
est: 5.78B (-1.9%)
5.57B
est: 3.84B (+44.9%)
8.43B
est: 6.26B (+34.6%)
8.28B
est: 6.43B (+28.7%)
7.85B
est: 8.10B (-3.1%)
8.48B
est: 6.56B (+29.2%)
8.77B
est: 6.60B (+32.8%)
7.00B
6.89B – 7.17B
+6.0% YoY
7.46B
7.24B – 7.85B
+6.6% YoY
8.00B
7.82B – 8.31B
+7.2% YoY
8.50B
8.31B – 8.83B
+6.3% YoY
EBITDA
2.35B
est: 2.41B (-2.4%)
2.75B
est: 2.84B (-3.2%)
2.80B
est: 2.91B (-4.0%)
3.17B
est: 3.19B (-0.6%)
3.55B
est: 3.44B (+3.1%)
3.17B
est: 3.01B (+5.1%)
2.64B
est: 2.30B (+14.6%)
2.68B
est: 2.37B (+13.2%)
2.34B
est: 1.86B (+25.4%)
1.76B
est: 1.89B (-6.5%)
1.18B
est: 1.17B (+0.8%)
2.84B
est: 2.02B (+40.5%)
2.21B
est: 1.98B (+11.6%)
1.91B
est: 1.90B (+0.6%)
1.38B
est: 1.54B (-10.4%)
1.41B
est: 1.54B (-8.5%)
1.64B
1.61B – 1.68B
+6.0% YoY
1.75B
1.69B – 1.84B
+6.6% YoY
1.87B
1.83B – 1.94B
+7.2% YoY
1.99B
1.94B – 2.07B
+6.3% YoY
EBIT
2.09B
est: 2.03B (+2.7%)
2.66B
est: 2.54B (+4.6%)
2.71B
est: 2.50B (+8.7%)
3.07B
est: 3.00B (+2.4%)
3.46B
est: 3.15B (+9.7%)
3.07B
est: 3.02B (+1.5%)
2.55B
est: 2.05B (+24.5%)
2.60B
est: 2.07B (+25.6%)
2.26B
est: 1.77B (+28.0%)
1.67B
est: 1.58B (+5.7%)
1.05B
est: 810.94M (+29.6%)
2.53B
est: 1.53B (+65.4%)
1.83B
est: 1.57B (+16.8%)
1.46B
est: 1.48B (-1.5%)
920.40M
est: 1.20B (-23.5%)
881.70M
est: 1.21B (-27.1%)
1.28B
1.26B – 1.31B
+6.0% YoY
1.37B
1.33B – 1.44B
+6.6% YoY
1.47B
1.43B – 1.52B
+7.2% YoY
1.56B
1.52B – 1.62B
+6.3% YoY
Net Income
1.45B
est: 1.50B (-3.8%)
1.92B
est: 1.83B (+5.3%)
1.93B
est: 1.91B (+1.0%)
2.15B
est: 2.20B (-2.2%)
2.38B
est: 2.32B (+3.0%)
2.04B
est: 1.96B (+4.0%)
1.73B
est: 1.52B (+13.4%)
1.70B
est: 692.02M (+145.2%)
764.40M
est: 1.41B (-45.8%)
1.20B
est: 1.28B (-6.7%)
798.90M
est: 682.76M (+17.0%)
1.83B
est: 1.43B (+28.3%)
1.29B
est: 1.34B (-3.4%)
882.80M
est: 861.20M (+2.5%)
464.80M
est: 1.24B (-62.6%)
524.90M
est: 1.10B (-52.2%)
1.41B
1.34B – 1.47B
+28.2% YoY
1.50B
1.39B – 1.60B
+6.3% YoY
1.66B
1.60B – 1.73B
+11.1% YoY
1.84B
1.78B – 1.93B
+10.6% YoY
SGA
1.32B
est: 2.04B (-35.6%)
3.08B
est: 2.22B (+38.6%)
3.15B
est: 1.31B (+139.7%)
3.49B
est: 650.15M (+436.5%)
3.59B
est: 708.76M (+406.0%)
3.24B
est: 739.77M (+338.4%)
2.68B
est: 582.35M (+360.9%)
2.57B
est: 636.56M (+304.4%)
2.99B
est: 721.51M (+315.0%)
2.91B
est: 823.14M (+252.9%)
2.92B
est: 2.65B (+9.9%)
4.21B
est: 937.43M (+349.6%)
4.12B
est: 1.03B (+300.8%)
4.07B
est: 4.25B (-4.4%)
4.68B
est: 3.45B (+35.6%)
4.90B
est: 3.47B (+41.2%)
3.68B
3.62B – 3.77B
+6.0% YoY
3.92B
3.80B – 4.12B
+6.6% YoY
4.20B
4.11B – 4.36B
+7.2% YoY
4.47B
4.36B – 4.64B
+6.3% YoY
EPS
2.12
est: 2.12 (+0.0%)
2.89
est: 2.66 (+8.6%)
2.99
est: 2.90 (+3.1%)
3.37
est: 3.42 (-1.5%)
3.79
est: 3.66 (+3.6%)
3.29
est: 3.47 (-5.2%)
2.94
est: 2.79 (+5.3%)
3.01
est: 2.96 (+1.6%)
1.42
est: 3.14 (-54.8%)
2.35
est: 2.39 (-1.8%)
1.59
est: 2.71 (-41.4%)
3.58
est: 3.33 (+7.5%)
2.53
est: 3.52 (-28.0%)
1.72
est: 1.74 (-0.9%)
0.85
est: 2.41 (-64.7%)
0.91
est: 2.13 (-57.2%)
2.74
2.61 – 2.86
+28.7% YoY
2.94
2.69 – 3.11
+7.3% YoY
3.19
3.10 – 3.35
+8.8% YoY
3.57
3.46 – 3.75
+11.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Morgan Stanley Underweight Equal Weight Upgrade
2026-04-29 Barclays Underweight Equal Weight Upgrade
2026-04-17 Barclays Underweight Underweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-27 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-26 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-22 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-21 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-20 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-19 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-18 B 3/5 3/5 3/5 4/5 1/5 2/5 3/5
2026-05-15 B- 3/5 3/5 2/5 4/5 1/5 2/5 3/5
2026-05-14 B- 3/5 3/5 2/5 4/5 1/5 2/5 3/5
2026-05-13 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-12 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-11 B 3/5 3/5 2/5 5/5 1/5 2/5 3/5
2026-05-08 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-07 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-06 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-05 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-04 B 3/5 3/5 2/5 5/5 2/5 2/5 3/5
2026-05-01 B 3/5 3/5 2/5 5/5 1/5 2/5 3/5
2026-04-30 B 3/5 3/5 2/5 5/5 1/5 2/5 3/5
2026-04-29 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-04-28 B+ 3/5 3/5 3/5 5/5 3/5 2/5 3/5
2026-04-27 B 3/5 4/5 2/5 5/5 1/5 2/5 3/5
2026-04-24 B 3/5 4/5 2/5 5/5 1/5 2/5 3/5
2026-04-23 B 3/5 4/5 2/5 5/5 1/5 2/5 3/5
2026-04-22 B 3/5 4/5 2/5 5/5 1/5 2/5 3/5
2026-04-21 B 3/5 4/5 2/5 5/5 1/5 2/5 3/5
2026-04-20 B 3/5 4/5 2/5 5/5 1/5 2/5 3/5
2026-04-17 B+ 3/5 4/5 3/5 5/5 1/5 2/5 3/5
2026-04-16 B+ 3/5 4/5 3/5 5/5 1/5 2/5 3/5
2026-04-15 B+ 3/5 4/5 3/5 5/5 1/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
987.07M
OE per share TTM
1.92
Owner's Yield
6.15%
Maintenance CapEx ratio
10.43%
Maint CapEx / Avg PPE
17.2%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
621
Total invested
6.81B
Insider transactions (90d)
1
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person ⇅ Amount owned ⇅ % of class ⇅ Sole voting ⇅ Shared voting ⇅ Sole dispositive ⇅ Shared dispositive ⇅ Type Citizenship Filing date ⇅ SEC filing
1 Inc. 31.56M 6.00% — 31.56M — 31.56M HC, CO Canada 2024-01-05 ↗
2 LLC 31.56M 6.00% — 31.56M — 31.56M OO Canada 2024-01-05 ↗
3 of Canada 31.56M 6.00% — 31.56M — 31.56M HC, CO Canada 2024-01-05 ↗
4 STATE STREET CORPORATION 27.56M 5.49% — 26.03M — 27.53M HC BOSTON, MASSACHUSETTS 2022-02-11 ↗
5 (1) BlackRock, Inc. 27.02M 5.40% 24.03M — 27.02M — HC Delaware 2022-02-01 ↗
6 Pershing Square Capital Management, L.P. 23.95M 7.50% 4.00 4.00 4.00 4.00 IA Delaware 2022-04-08 ↗
7 Russell Banks 11.89M 83.70% 4.00 4.00 4.00 4.00 IN Delaware 2022-04-08 ↗
8 The Vanguard Group 9.41M 13.81% 4.00 4.00 4.00 4.00 IA Delaware 2022-02-07 ↗
9 Franklin Resources, Inc. 4.78M 10.30% 4.00 4.00 4.00 4.00 HC USA 2022-07-08 ↗
10 Rupert H. Johnson, Jr. 4.78M 9.90% 4.00 4.00 4.00 4.00 HC USA 2023-01-30 ↗
11 Franklin Advisers, Inc. 4.72M 5.60% 4.00 4.00 4.00 4.00 IA Delaware 2022-02-04 ↗
12 Charles B. Johnson 269.5K 5.90% 4.00 4.00 4.00 4.00 HC Delaware 2022-02-04 ↗
13 95-1411037 13.00 5.40% 26.65M — 26.65M — IA Delaware 2024-02-09 ↗

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
621
+25 vs prev Q
New positions
92
Closed positions
65
Increased
306
Reduced
203
Put/Call ratio
0.57
Calls held
1.34M
Puts held
756.0K
Top institutional holders
# Investor ⇅ Shares / Δ ⇅ Mkt value / Δ ⇅ Own% / Δ ⇅ Weight% / Δ ⇅ Avg px / Perf. ⇅ Hold / Status ⇅
1 VANGUARD GROUP INC 37.11M -140.5K (-0.4%) 886.55M +25.0M (+2.9%) 7.17% -0.052 pp 0.01% +0.000 pp USD35.49 -32.7% 84 qtrs —
2 POWER CORP OF CANADA 31.56M +— (+0.0%) 753.90M +24.0M (+3.3%) 6.10% -0.021 pp 100.00% +0.000 pp USD27.51 -13.2% 9 qtrs —
3 BLACKROCK, INC. 29.71M +1.4M (+4.8%) 709.80M +54.2M (+8.3%) 5.74% +0.245 pp 0.01% +0.001 pp USD20.33 +17.5% 6 qtrs —
4 STATE STREET CORP 20.74M -144.7K (-0.7%) 502.34M +12.6M (+2.6%) 4.01% -0.042 pp 0.02% 0.000 pp USD30.72 -22.2% 51 qtrs —
5 DIMENSIONAL FUND ADVISORS LP 10.88M +817.0K (+8.1%) 259.99M +27.2M (+11.7%) 2.10% +0.151 pp 0.05% +0.005 pp USD24.79 -3.6% 51 qtrs —
6 INVESCO LTD. 10.12M +768.7K (+8.2%) 241.84M +25.5M (+11.8%) 1.96% +0.142 pp 0.04% +0.003 pp USD24.76 -3.5% 57 qtrs —
7 GEODE CAPITAL MANAGEMENT, LLC 8.07M +272.3K (+3.5%) 192.77M +12.4M (+6.9%) 1.56% +0.047 pp 0.01% +0.000 pp USD32.62 -26.8% 78 qtrs —
8 PROSHARE ADVISORS LLC 7.08M +243.8K (+3.6%) 169.22M +11.0M (+7.0%) 1.37% +0.043 pp 0.30% -0.032 pp USD25.89 -7.7% 76 qtrs —
9 CITADEL ADVISORS LLC 6.28M +1.9M (+43.3%) 150.03M +48.7M (+48.0%) 1.21% +0.364 pp 0.02% +0.007 pp USD23.82 +0.3% 52 qtrs —
10 AZORA CAPITAL LP 5.80M +2.6M (+78.8%) 138.48M +63.5M (+84.6%) 1.12% +0.491 pp 8.72% +5.246 pp USD23.86 +0.1% 3 qtrs —
11 GOLDMAN SACHS GROUP INC 5.65M -1.0M (-15.1%) 134.87M -19.0M (-12.3%) 1.09% -0.199 pp 0.02% -0.002 pp USD23.02 +3.8% 73 qtrs —
12 MORGAN STANLEY 4.31M -1.9M (-30.6%) 103.08M -40.7M (-28.3%) 0.83% -0.371 pp 0.01% -0.003 pp USD24.50 -2.5% 51 qtrs —
13 SQUAREPOINT OPS LLC 4.13M +2.7M (+188.2%) 98.70M +65.5M (+197.6%) 0.80% +0.520 pp 0.11% +0.072 pp USD23.59 +1.3% 26 qtrs —
14 NORGES BANK 4.11M +4.1M (+100.0%) 98.17M +98.2M (+100.0%) 0.79% +0.794 pp 0.01% +0.011 pp USD23.89 +0.0% 1 qtrs NEW
15 NORTHERN TRUST CORP 3.90M -214.7K (-5.2%) 93.27M -2.0M (-2.1%) 0.75% -0.044 pp 0.01% 0.000 pp USD32.76 -27.1% 51 qtrs —
16 BANK OF NEW YORK MELLON CORP 3.74M +2.1M (+125.3%) 89.28M +50.9M (+132.7%) 0.72% +0.401 pp 0.02% +0.008 pp USD27.64 -13.6% 66 qtrs —
17 KOPERNIK GLOBAL INVESTORS, LLC 3.37M +633.5K (+23.2%) 80.49M +17.2M (+27.2%) 0.65% +0.121 pp 6.43% +1.273 pp USD20.97 +13.9% 6 qtrs —
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3.17M -1.2K (0.0%) 75.68M +2.4M (+3.2%) 0.61% -0.002 pp 0.01% +0.000 pp USD25.58 -6.6% 100 qtrs —
19 CBOE VEST FINANCIAL, LLC 2.18M -34.5K (-1.6%) 52.17M +860.6K (+1.7%) 0.42% -0.008 pp 0.66% -0.008 pp USD23.91 -0.1% 21 qtrs —
20 VERITION FUND MANAGEMENT LLC 2.18M +925.7K (+74.0%) 52.00M +23.1M (+79.7%) 0.42% +0.178 pp 0.20% +0.085 pp USD21.30 +12.2% 19 qtrs —
21 UBS GROUP AG 2.04M -1.3M (-39.6%) 48.68M -29.4M (-37.6%) 0.39% -0.261 pp 0.01% -0.004 pp USD22.96 +4.1% 45 qtrs —
22 FIRST TRUST ADVISORS LP 1.96M +230.5K (+13.4%) 46.73M +6.8M (+17.1%) 0.38% +0.043 pp 0.03% +0.004 pp USD23.77 +0.5% 51 qtrs —
23 TWO SIGMA INVESTMENTS, LP 1.85M +353.4K (+23.6%) 44.15M +9.6M (+27.7%) 0.36% +0.067 pp 0.06% +0.011 pp USD22.61 +5.7% 13 qtrs —
24 VOLORIDGE INVESTMENT MANAGEMENT, LLC 1.77M +194.7K (+12.4%) 42.19M +5.8M (+16.1%) 0.34% +0.037 pp 0.15% +0.026 pp USD21.89 +9.1% 9 qtrs —
25 JPMORGAN CHASE & CO 1.69M -415.5K (-19.8%) 40.27M -8.3M (-17.1%) 0.33% -0.082 pp 0.00% 0.000 pp USD22.27 +7.3% 51 qtrs —
26 BARCLAYS PLC 1.65M +7.8K (+0.5%) 39.41M +6.3M (+19.1%) 0.32% +0.000 pp 0.01% +0.001 pp USD25.77 -7.3% 51 qtrs —
27 NOMURA ASSET MANAGEMENT CO LTD 1.62M +46.0K (+2.9%) 38.81M +2.3M (+6.3%) 0.31% +0.008 pp 0.10% +0.003 pp USD24.41 -2.1% 76 qtrs —
28 BANK OF AMERICA CORP /DE/ 1.43M +220.3K (+18.2%) 34.19M +6.2M (+22.1%) 0.28% +0.042 pp 0.00% +0.001 pp USD23.81 +0.3% 52 qtrs —
29 GALLAGHER FIDUCIARY ADVISORS, LLC 1.42M -4.4K (-0.3%) 34.02M +979.8K (+3.0%) 0.28% -0.002 pp 1.10% -0.112 pp USD19.25 +24.1% 4 qtrs —
30 WEDGE CAPITAL MANAGEMENT L L P/NC 1.31M -88.9K (-6.4%) 31.23M -1.1M (-3.3%) 0.25% -0.018 pp 0.56% +0.014 pp USD23.13 +3.3% 2 qtrs —
31 AQR CAPITAL MANAGEMENT LLC 1.27M +501.8K (+65.4%) 30.31M +12.6M (+70.9%) 0.25% +0.097 pp 0.02% +0.005 pp USD23.20 +3.0% 82 qtrs —
32 VICTORY CAPITAL MANAGEMENT INC 1.24M +255.3K (+25.8%) 29.73M +6.8M (+29.9%) 0.24% +0.049 pp 0.02% +0.003 pp USD24.80 -3.7% 43 qtrs —
33 UBS ASSET MANAGEMENT AMERICAS INC 1.21M -54.9K (-4.3%) 29.00M -348.1K (-1.2%) 0.23% -0.012 pp 0.01% 0.000 pp USD29.86 -20.0% 90 qtrs —
34 ALLIANZ ASSET MANAGEMENT GMBH 1.20M +265.5K (+28.3%) 28.76M +7.1M (+32.5%) 0.23% +0.051 pp 0.03% +0.005 pp USD27.08 -11.8% 51 qtrs —
35 DEUTSCHE BANK AG\ 1.16M +97.9K (+9.2%) 27.63M +3.1M (+12.8%) 0.22% +0.018 pp 0.01% +0.001 pp USD25.44 -6.1% 50 qtrs —
36 HSBC HOLDINGS PLC 1.12M -27.8K (-2.4%) 26.82M +372.7K (+1.4%) 0.22% -0.006 pp 0.01% -0.001 pp USD22.91 +4.3% 56 qtrs —
37 LEGAL & GENERAL GROUP PLC 1.06M -95.5K (-8.3%) 25.29M -1.4M (-5.3%) 0.20% -0.019 pp 0.01% 0.000 pp USD35.18 -32.1% 75 qtrs —
38 PRUDENTIAL FINANCIAL INC 1.02M +309.0K (+43.2%) 24.47M +7.9M (+47.9%) 0.20% +0.059 pp 0.03% +0.010 pp USD23.91 -0.1% 85 qtrs —
39 TWO SIGMA ADVISERS, LP 988.8K +258.5K (+35.4%) 23.62M +6.7M (+39.8%) 0.19% +0.050 pp 0.05% +0.012 pp USD22.06 +8.3% 9 qtrs —
40 NUVEEN, LLC 975.9K -30.4K (-3.0%) 23.31M +37.4K (+0.2%) 0.19% -0.007 pp 0.01% +0.000 pp USD20.62 +15.9% 4 qtrs —
41 PRANA CAPITAL MANAGEMENT, LP 905.0K +44.2K (+5.1%) 21.62M +1.7M (+8.6%) 0.17% +0.008 pp 0.78% +0.120 pp USD23.46 +1.8% 8 qtrs —
42 MEIJI YASUDA ASSET MANAGEMENT CO LTD. 856.0K +18.7K (+2.2%) 20.45M +1.1M (+5.6%) 0.17% +0.003 pp 0.98% +0.061 pp USD22.82 +4.7% 20 qtrs —
43 HANCOCK WHITNEY CORP 823.0K +823.0K (+100.0%) 19.66M +19.7M (+100.0%) 0.16% +0.159 pp 0.35% +0.355 pp USD23.89 +0.0% 1 qtrs NEW
44 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 818.7K +279.9K (+51.9%) 19.56M +7.1M (+56.9%) 0.16% +0.054 pp 0.05% +0.012 pp USD23.31 +2.5% 8 qtrs —
45 FRANKLIN RESOURCES INC 791.8K -70.9K (-8.2%) 18.92M -1.0M (-5.2%) 0.15% -0.014 pp 0.00% 0.000 pp USD29.06 -17.8% 51 qtrs —
46 QUANTINNO CAPITAL MANAGEMENT LP 790.4K +231.4K (+41.4%) 18.88M +6.0M (+46.0%) 0.15% +0.044 pp 0.04% +0.003 pp USD22.29 +7.2% 16 qtrs —
47 ROYAL BANK OF CANADA 768.6K -7.5M (-90.7%) 18.36M -172.5M (-90.4%) 0.15% -1.452 pp 0.00% -0.028 pp USD24.14 -1.0% 51 qtrs —
48 BALYASNY ASSET MANAGEMENT L.P. 767.7K +767.7K (+100.0%) 18.34M +18.3M (+100.0%) 0.15% +0.148 pp 0.02% +0.023 pp USD23.89 +0.0% 1 qtrs NEW
49 RENAISSANCE TECHNOLOGIES LLC 753.3K -110.3K (-12.8%) 18.00M -2.0M (-9.9%) 0.15% -0.022 pp 0.03% +0.002 pp USD22.43 +6.5% 6 qtrs —
50 — 725.8K -77.6K (-9.7%) 17.34M -1.2M (-6.7%) 0.14% -0.016 pp 0.09% -0.008 pp USD23.88 +0.0% 13 qtrs —
51 ALLIANCEBERNSTEIN L.P. 654.9K +270.4K (+70.3%) 15.65M +6.8M (+75.9%) 0.13% +0.052 pp 0.00% +0.002 pp USD25.97 -8.0% 61 qtrs —
52 AMUNDI 626.1K +141.9K (+29.3%) 14.96M +3.7M (+33.3%) 0.12% +0.027 pp 0.00% +0.001 pp USD24.42 -2.2% 19 qtrs —
53 RHUMBLINE ADVISERS 614.4K -30.4K (-4.7%) 14.68M -235.3K (-1.6%) 0.12% -0.006 pp 0.01% 0.000 pp USD29.30 -18.5% 55 qtrs —
54 SOUND INCOME STRATEGIES, LLC 558.7K -8.5K (-1.5%) 14.52M +1.1M (+8.4%) 0.11% -0.002 pp 0.69% -0.045 pp USD26.21 -8.9% 24 qtrs —
55 FOUNDATION RESOURCE MANAGEMENT INC 589.8K +4.5K (+0.8%) 14.09M +553.3K (+4.1%) 0.11% +0.001 pp 1.89% -0.060 pp USD29.03 -17.7% 31 qtrs —
56 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 585.6K +48.9K (+9.1%) 13.99M +1.6M (+12.7%) 0.11% +0.009 pp 0.01% +0.001 pp USD30.54 -21.8% 58 qtrs —
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 563.3K -112.7K (-16.7%) 13.46M -2.2M (-13.9%) 0.11% -0.022 pp 0.00% 0.000 pp USD21.65 +10.3% 51 qtrs —
58 SWISS NATIONAL BANK 563.0K +2.6K (+0.5%) 13.45M +488.0K (+3.8%) 0.11% +0.000 pp 0.01% +0.001 pp USD23.84 +0.2% 3 qtrs —
59 LONGAEVA PARTNERS L.P. 562.3K +562.3K (+100.0%) 13.43M +13.4M (+100.0%) 0.11% +0.109 pp 1.13% +1.127 pp USD23.89 +0.0% 1 qtrs NEW
60 FIRST CITIZENS BANK & TRUST CO 546.5K +537.4K (+5,903.4%) 13.06M +12.8M (+6,100.7%) 0.11% +0.104 pp 0.27% +0.268 pp USD23.89 +0.0% 3 qtrs —
61 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 543.8K -14.1K (-2.5%) 12.94M +37.7K (+0.3%) 0.11% -0.003 pp 0.01% -0.001 pp USD23.49 +1.7% 58 qtrs —
62 JANNEY MONTGOMERY SCOTT LLC 519.2K -47.3K (-8.3%) 12.41M -699.0K (-5.3%) 0.10% -0.010 pp 0.03% -0.003 pp USD24.80 -3.7% 62 qtrs —
63 ENVESTNET PORTFOLIO SOLUTIONS, INC. 505.6K +505.6K (+100.0%) 12.08M +12.1M (+100.0%) 0.10% +0.098 pp 0.04% +0.042 pp USD23.89 +0.0% 8 qtrs —
64 MILLENNIUM MANAGEMENT LLC 504.5K -125.5K (-19.9%) 12.05M -2.5M (-17.3%) 0.10% -0.025 pp 0.01% -0.001 pp USD23.16 +3.2% 26 qtrs —
65 COMMONWEALTH EQUITY SERVICES, LLC 468.0K +510.0 (+0.1%) 11.18M +367.2K (+3.4%) 0.09% 0.000 pp 0.01% +0.001 pp USD26.16 -8.7% 8 qtrs —
66 BNP PARIBAS ARBITRAGE, SNC 447.1K +19.9K (+4.7%) 10.68M +801.1K (+8.1%) 0.09% +0.004 pp 0.00% 0.000 pp USD23.75 +0.6% 51 qtrs —
67 PRICE T ROWE ASSOCIATES INC /MD/ 444.5K -5.3K (-1.2%) 10.62M +216.0K (+2.1%) 0.09% -0.001 pp 0.00% +0.000 pp USD31.93 -25.2% 75 qtrs —
68 CADENCE BANK 433.0K +2.7K (+0.6%) 10.35M +392.0K (+3.9%) 0.08% +0.000 pp 0.61% +0.001 pp USD22.06 +8.3% 15 qtrs —
69 MODERN WEALTH MANAGEMENT, LLC 403.8K +24.5K (+6.5%) 9.65M +874.2K (+10.0%) 0.08% +0.005 pp 0.18% +0.002 pp USD21.39 +11.7% 5 qtrs —
70 KETTLE HILL CAPITAL MANAGEMENT, LLC 390.3K -357.1K (-47.8%) 9.33M -8.0M (-46.1%) 0.08% -0.070 pp 2.08% -1.810 pp USD21.06 +13.4% 5 qtrs —
71 LPL FINANCIAL LLC 378.9K -122.4K (-24.4%) 9.05M -2.5M (-21.9%) 0.07% -0.024 pp 0.00% -0.001 pp USD20.97 +13.9% 35 qtrs —
72 CAMBRIA INVESTMENT MANAGEMENT, L.P. 362.1K +362.1K (+100.0%) 8.65M +8.7M (+100.0%) 0.07% +0.070 pp 0.50% +0.505 pp USD23.89 +0.0% 1 qtrs NEW
73 ALGERT GLOBAL LLC 354.5K +229.5K (+183.5%) 8.47M +5.6M (+192.8%) 0.07% +0.044 pp 0.13% +0.084 pp USD23.62 +1.1% 2 qtrs —
74 AMERIPRISE FINANCIAL INC 351.9K +53.3K (+17.9%) 8.42M +1.5M (+21.8%) 0.07% +0.010 pp 0.00% +0.000 pp USD27.96 -14.6% 55 qtrs —
75 PRINCIPAL FINANCIAL GROUP INC 350.5K -38.1K (-9.8%) 8.37M -614.0K (-6.8%) 0.07% -0.008 pp 0.00% 0.000 pp USD30.69 -22.2% 81 qtrs —
76 YOUSIF CAPITAL MANAGEMENT, LLC 329.9K -2.4K (-0.7%) 8.19M +508.2K (+6.6%) 0.06% -0.001 pp 0.09% +0.008 pp USD29.15 -18.0% 17 qtrs —
77 STATE OF WISCONSIN INVESTMENT BOARD 333.0K -15.9K (-4.6%) 7.95M -114.5K (-1.4%) 0.06% -0.003 pp 0.02% -0.001 pp USD25.22 -5.3% 51 qtrs —
78 ENGINEERS GATE MANAGER LP 324.1K +31.2K (+10.7%) 7.74M +968.8K (+14.3%) 0.06% +0.006 pp 0.09% +0.014 pp USD23.20 +3.0% 2 qtrs —
79 STATE OF TENNESSEE, TREASURY DEPARTMENT 288.4K +18.7K (+6.9%) 7.68M +1.4M (+23.1%) 0.06% +0.003 pp 0.02% +0.004 pp USD21.55 +10.9% 50 qtrs —
80 BASTION ASSET MANAGEMENT INC. 321.5K +321.5K (+100.0%) 7.55M +7.5M (+100.0%) 0.06% +0.062 pp 4.17% +4.167 pp USD23.89 +0.0% 5 qtrs —
81 BANK OF NOVA SCOTIA 309.5K +287.5K (+1,311.8%) 7.39M +6.9M (+1,358.2%) 0.06% +0.056 pp 0.01% +0.010 pp USD23.90 0.0% 13 qtrs —
82 JANE STREET GROUP, LLC 308.5K -274.0K (-47.0%) 7.37M -6.1M (-45.3%) 0.06% -0.053 pp 0.00% -0.001 pp USD22.40 +6.7% 6 qtrs —
83 CITIGROUP INC 305.5K -212.8K (-41.1%) 7.30M -4.7M (-39.1%) 0.06% -0.042 pp 0.00% -0.002 pp USD24.42 -2.2% 108 qtrs —
84 LOS ANGELES CAPITAL MANAGEMENT LLC 314.8K -367.8K (-53.9%) 7.17M -8.6M (-54.6%) 0.06% -0.072 pp 0.02% -0.029 pp USD23.13 +3.3% 2 qtrs —
85 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 299.8K -2.8K (-0.9%) 7.16M +163.0K (+2.3%) 0.06% -0.001 pp 0.01% +0.000 pp USD43.59 -45.2% 51 qtrs —
86 RAYMOND JAMES FINANCIAL INC 299.5K +195.9K (+189.3%) 7.15M +4.8M (+198.8%) 0.06% +0.038 pp 0.00% +0.002 pp USD22.65 +5.5% 5 qtrs —
87 SUMITOMO MITSUI TRUST HOLDINGS, INC. 297.2K +4.9K (+1.7%) 7.10M +338.3K (+5.0%) 0.06% +0.001 pp 0.00% +0.000 pp USD29.90 -20.1% 59 qtrs —
88 GREENWICH WEALTH MANAGEMENT LLC 292.3K +1.1K (+0.4%) 6.98M +246.0K (+3.7%) 0.06% +0.000 pp 0.31% -0.025 pp USD18.21 +31.2% 69 qtrs —
89 TREXQUANT INVESTMENT LP 291.2K +291.2K (+100.0%) 6.96M +7.0M (+100.0%) 0.06% +0.056 pp 0.06% +0.062 pp USD23.89 +0.0% 1 qtrs NEW
90 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 281.0K -18.1K (-6.0%) 6.71M -204.1K (-3.0%) 0.05% -0.004 pp 0.01% 0.000 pp USD44.46 -46.3% 51 qtrs —
91 HOLOCENE ADVISORS, LP 274.5K +219.3K (+397.4%) 6.56M +5.3M (+413.8%) 0.05% +0.042 pp 0.01% +0.011 pp USD23.88 +0.0% 3 qtrs —
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 270.8K -3.0K (-1.1%) 6.47M +136.1K (+2.1%) 0.05% -0.001 pp 0.01% +0.000 pp USD34.72 -31.2% 52 qtrs —
93 SG AMERICAS SECURITIES, LLC 270.7K +37.8K (+16.2%) 6.47M +1.1M (+20.1%) 0.05% +0.007 pp 0.01% -0.010 pp USD23.23 +2.8% 51 qtrs —
94 DUPREE FINANCIAL GROUP, LLC 262.9K +2.3K (+0.9%) 6.28M +254.1K (+4.2%) 0.05% +0.000 pp 2.29% -0.002 pp USD21.66 +10.3% 5 qtrs —
95 CINCTIVE CAPITAL MANAGEMENT LP 256.4K +175.3K (+216.4%) 6.12M +4.3M (+226.8%) 0.05% +0.034 pp 0.33% +0.242 pp USD23.88 +0.0% 3 qtrs —
96 COLONY GROUP, LLC 247.6K +247.6K (+100.0%) 5.92M +5.9M (+100.0%) 0.05% +0.048 pp 0.01% +0.007 pp USD23.89 +0.0% 1 qtrs NEW
97 WELLS FARGO & COMPANY/MN 236.5K +61.0K (+34.8%) 5.65M +1.6M (+39.2%) 0.05% +0.012 pp 0.00% +0.000 pp USD25.33 -5.7% 57 qtrs —
98 RUSSELL INVESTMENTS GROUP, LTD. 235.0K -51.5K (-18.0%) 5.62M -1.0M (-15.3%) 0.05% -0.010 pp 0.01% -0.001 pp USD21.09 +13.3% 37 qtrs —
99 MANUFACTURERS LIFE INSURANCE COMPANY, THE 232.1K -340.0 (-0.1%) 5.54M +168.5K (+3.1%) 0.04% 0.000 pp 0.00% +0.000 pp USD26.74 -10.7% 108 qtrs —
100 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 231.2K +— (+0.0%) 5.52M +175.7K (+3.3%) 0.04% 0.000 pp 0.01% 0.000 pp USD23.85 +0.2% 3 qtrs —
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 328 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 VictoryShares Dividend Accelerator ETF VSDA 3.94% 9.46M 0.40%
2 MarketDesk Focused U.S. Momentum ETF FMTM 3.43% 5.84M 0.45%
3 Global X - S&P 500 High Yield Low Volatility ETF ZYUS.AX 3.05% 1.53M 0.35%
4 Invesco S&P 500 High Dividend Low Volatility UCITS ETF HDLV.L 3.04% 13.49M 0.30%
5 Invesco S&P 500 High Dividend Low Volatility ETF SPHD 3.04% 99.94M 0.30%
6 Invesco S&P 500 High Dividend Growers ETF DIVG 2.33% 251.0K 0.39%
7 State Street SPDR S&P U.S. Dividend Aristocrats Screened UCITS ETF (Dist) UEDV.L 2.33% 391.4K 0.35%
8 State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF (Dist) GEDV.L 1.77% 428.9K 0.45%
9 Invesco High Yield Equity Dividend Achievers ETF PEY 1.75% 19.45M 0.54%
10 ProShares - S&P 500 Dividend Aristocrats ETF NOBL 1.70% 197.77M 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
2.9K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+2,872
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
2026-05-02 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 84 0.00 — 71,429 D ↗
2026-04-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,452 0.00 — 70,432 D ↗
2026-04-01 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,420 0.00 — 76,909 D ↗
2026-02-04 Noto Anthony Director A-Award A Common Stock, par value $.10 7,593 27.00 205.0K 47,152 D ↗
2026-02-03 YANG GEOFFREY Y Director A-Award A Common Stock, par value $.10 7,593 27.00 205.0K 74,064 D ↗
2026-02-03 Waugh Seth H. Director A-Award A Deferred Director's Fees (FRI) 7,593 0.00 — 46,009 D ↗
2026-02-03 Thiel John W Director A-Award A Common Stock, par value $.10 7,593 27.00 205.0K 40,792 D ↗
2026-02-03 Noto Anthony Director A-Award A Common Stock, par value $.10 7,593 27.00 205.0K 47,152 D ↗
2026-02-03 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 7,593 0.00 — 68,980 D ↗
2026-02-03 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 7,593 0.00 — 75,489 D ↗
2026-02-03 Friedman Alexander S Director A-Award A Deferred Director's Fees (FRI) 7,593 0.00 — 46,009 D ↗
2026-02-03 Byerwalter Mariann H Director A-Award A Common Stock, par value $.10 7,593 27.00 205.0K 34,781 I ↗
2026-01-11 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 97 0.00 — 61,387 D ↗
2026-01-05 JOHNSON JENNIFER M Director / Officer G-Gift D Common Stock, par value $.10 6,272 0.00 — 3,324,184 D ↗
2026-01-02 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,439 0.00 — 60,530 D ↗
2026-01-02 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,408 0.00 — 67,052 D ↗
2025-12-26 JOHNSON JENNIFER M Director / Officer G-Gift A Common Stock, par value $.10 1,272 0.00 — 3,330,456 D ↗
2025-12-26 JOHNSON GREGORY E Director / Officer G-Gift A Common Stock, par value $.10 1,272 0.00 — 2,687,554 D ↗
2025-12-26 JOHNSON CHARLES B 10% Owner G-Gift D Common Stock, par value $.10 25,440 0.00 — 90,108,421 D ↗
2025-12-17 JOHNSON CHARLES B 10% Owner G-Gift D Common Stock, par value $.10 3,816 0.00 — 90,133,861 D ↗
2025-12-01 Nicholls Matthew Officer F-InKind D Common Stock, par value $.10 50,427 22.54 1.14M 548,947 D ↗
2025-12-01 Merchant Thomas C Officer F-InKind D Common Stock, par value $.10 8,091 22.54 182.4K 92,612 D ↗
2025-12-01 JOHNSON JENNIFER M Director / Officer F-InKind D Common Stock, par value $.10 42,603 22.54 960.3K 3,329,184 D ↗
2025-12-01 JOHNSON GREGORY E Director / Officer F-InKind D Common Stock, par value $.10 8,460 22.54 190.7K 2,686,282 D ↗
2025-11-20 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 50,000 21.20 1.06M 90,137,677 D ↗
2025-11-18 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 50,000 21.49 1.07M 90,087,677 D ↗
2025-11-12 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 108 0.00 — 59,091 D ↗
2025-11-04 Nicholls Matthew Officer A-Award A Common Stock, par value $.10 91,183 0.00 — 599,374 D ↗
2025-11-04 Murphy Terrence Officer A-Award A Common Stock, par value $.10 46,730 22.59 1.06M 186,159 D ↗
2025-11-04 Merchant Thomas C Officer A-Award A Common Stock, par value $.10 16,494 0.00 — 100,703 D ↗
2025-11-04 JOHNSON JENNIFER M Director / Officer A-Award A Common Stock, par value $.10 108,262 0.00 — 3,371,787 D ↗
2025-11-04 JOHNSON GREGORY E Director / Officer A-Award A Common Stock, par value $.10 16,656 0.00 — 2,694,742 D ↗
2025-10-25 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 109 0.00 — 58,982 D ↗
2025-10-15 Gamba Daniel Officer A-Award A Common Stock, par value $.10 442,870 22.79 10.09M 442,870 D ↗
2025-10-14 Oshita Lindsey Harumi Officer A-Award A Common Stock, par value $.10 7,637 22.92 175.0K 28,727 D ↗
2025-10-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,409 0.00 — 58,073 D ↗
2025-10-01 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,375 0.00 — 64,750 D ↗
2025-09-16 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 103 0.00 — 56,665 D ↗
2025-08-31 Spector Adam Benjamin Officer F-InKind D Common Stock, par value $.10 29,034 25.66 745.0K 593,282 D ↗
2025-08-31 Sethi Alok Officer F-InKind D Common Stock, par value $.10 8,740 25.66 224.3K 90,510 D ↗
2025-08-31 Oshita Lindsey Harumi Officer F-InKind D Common Stock, par value $.10 2,328 25.66 59.7K 21,090 D ↗
2025-08-31 Nicholls Matthew Officer F-InKind D Common Stock, par value $.10 63,619 25.66 1.63M 397,965 D ↗
2025-08-31 Murphy Terrence Officer F-InKind D Common Stock, par value $.10 19,214 25.66 493.0K 139,429 D ↗
2025-08-31 Merchant Thomas C Officer F-InKind D Common Stock, par value $.10 8,877 25.66 227.8K 61,521 D ↗
2025-08-31 JOHNSON JENNIFER M Director / Officer F-InKind D Common Stock, par value $.10 120,307 25.66 3.09M 2,956,911 D ↗
2025-08-31 JOHNSON GREGORY E Director / Officer F-InKind D Common Stock, par value $.10 11,794 25.66 302.6K 2,653,074 D ↗
2025-07-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,304 0.00 — 55,859 D ↗
2025-07-01 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,274 0.00 — 62,586 D ↗
2025-06-23 JOHNSON JENNIFER M Director / Officer J-Other A Common Stock, par value $.10 458,790 0.00 — 3,077,218 D ↗
2025-06-23 JOHNSON GREGORY E Director / Officer J-Other A Common Stock, par value $.10 458,790 0.00 — 2,664,868 D ↗
2025-06-12 JOHNSON CHARLES B 10% Owner J-Other A Common Stock, par value $.10 662,610 0.00 — 90,037,677 D ↗
2025-05-12 JOHNSON JENNIFER M Director / Officer G-Gift D Common Stock, par value $.10 1,738 0.00 — 2,618,428 D ↗
2025-05-08 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 120 0.00 — 54,555 D ↗
2025-05-06 JOHNSON JENNIFER M Director / Officer G-Gift D Common Stock, par value $.10 946 0.00 — 2,620,166 D ↗
2025-05-05 JOHNSON JENNIFER M Director / Officer G-Gift A Common Stock, par value $.10 23,575 0.00 — 595,649 I ↗
2025-04-04 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 420 17.72 7.4K 89,375,487 D ↗
2025-04-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,644 0.00 — 53,508 D ↗
2025-04-01 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,605 0.00 — 60,264 D ↗
2025-03-04 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 100,000 19.57 1.96M 89,375,067 D ↗
2025-02-04 YANG GEOFFREY Y Director A-Award A Common Stock, par value $.10 9,371 20.81 195.0K 66,471 D ↗
2025-02-04 Waugh Seth H. Director A-Award A Deferred Director's Fees (FRI) 9,370 0.00 — 36,277 D ↗
2025-02-04 Thiel John W Director A-Award A Common Stock, par value $.10 9,371 20.81 195.0K 33,199 D ↗
2025-02-04 Noto Anthony Director A-Award A Common Stock, par value $.10 9,371 20.81 195.0K 39,559 D ↗
2025-02-04 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 9,370 0.00 — 51,864 D ↗
2025-02-04 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 9,370 0.00 — 58,658 D ↗
2025-02-04 Friedman Alexander S Director A-Award A Deferred Director's Fees (FRI) 9,370 0.00 — 36,277 D ↗
2025-02-04 Byerwalter Mariann H Director A-Award A Common Stock, par value $.10 9,371 20.81 195.0K 27,188 I ↗
2025-01-23 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 125 0.00 — 41,822 D ↗
2025-01-02 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,576 0.00 — 41,697 D ↗
2025-01-02 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,539 0.00 — 48,502 D ↗
2024-12-20 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 122 0.00 — 40,120 D ↗
2024-12-11 JOHNSON JENNIFER M Director / Officer G-Gift A Common Stock, par value $.10 6,625 0.00 — 572,074 I ↗
2024-12-11 JOHNSON GREGORY E Director / Officer G-Gift A Common Stock, par value $.10 1,325 0.00 — 26,444 I ↗
2024-12-11 JOHNSON CHARLES B 10% Owner G-Gift D Common Stock, par value $.10 25,175 0.00 — 89,275,067 D ↗
2024-12-03 JOHNSON CHARLES B 10% Owner G-Gift D Common Stock, par value $.10 7,950 0.00 — 89,300,242 D ↗
2024-12-01 Spector Adam Benjamin Officer F-InKind D Common Stock, par value $.10 50,974 22.76 1.16M 622,316 D ↗
2024-12-01 Nicholls Matthew Officer F-InKind D Common Stock, par value $.10 30,532 22.76 694.9K 461,584 D ↗
2024-12-01 Merchant Thomas C Officer F-InKind D Common Stock, par value $.10 3,866 22.76 88.0K 70,398 D ↗
2024-12-01 JOHNSON JENNIFER M Director / Officer F-InKind D Common Stock, par value $.10 24,072 22.76 547.9K 2,643,342 D ↗
2024-12-01 JOHNSON GREGORY E Director / Officer F-InKind D Common Stock, par value $.10 4,862 22.76 110.7K 2,204,753 D ↗
2024-11-27 JOHNSON JENNIFER M Director / Officer G-Gift D Common Stock, par value $.10 6,010 0.00 — 2,667,414 D ↗
2024-11-25 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 110 0.00 — 39,998 D ↗
2024-11-13 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 116 0.00 — 39,888 D ↗
2024-11-11 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 116 0.00 — 39,772 D ↗
2024-11-06 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 116 0.00 — 39,656 D ↗
2024-11-05 Spector Adam Benjamin Officer A-Award A Common Stock, par value $.10 54,953 20.95 1.15M 651,207 D ↗
2024-11-05 Sethi Alok Officer A-Award A Common Stock, par value $.10 34,608 20.95 725.0K 98,082 D ↗
2024-11-05 Oshita Lindsey Harumi Officer A-Award A Common Stock, par value $.10 8,163 20.95 171.0K 23,418 D ↗
2024-11-05 Nicholls Matthew Officer A-Award A Common Stock, par value $.10 55,209 0.00 — 492,116 D ↗
2024-11-05 Murphy Terrence Officer A-Award A Common Stock, par value $.10 59,458 20.95 1.25M 158,643 D ↗
2024-11-05 Merchant Thomas C Officer A-Award A Common Stock, par value $.10 20,287 20.95 425.0K 66,262 D ↗
2024-11-05 JOHNSON JENNIFER M Director / Officer A-Award A Common Stock, par value $.10 263,724 20.95 5.53M 2,612,253 D ↗
2024-11-05 JOHNSON GREGORY E Director / Officer A-Award A Common Stock, par value $.10 26,969 20.95 565.0K 2,200,024 D ↗
2024-11-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 120 0.00 — 39,540 D ↗
2024-10-25 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 123 0.00 — 39,420 D ↗
2024-10-21 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 243 0.00 — 38,729 D ↗
2024-10-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,611 0.00 — 38,485 D ↗
2024-10-01 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,573 0.00 — 46,273 D ↗
2024-09-16 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 249 0.00 — 44,701 — ↗
2024-09-11 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 100,000 19.08 1.91M 89,308,192 — ↗
2024-08-31 Spector Adam Benjamin Officer F-InKind D Common Stock, par value $.10 23,819 20.24 482.1K 596,254 — ↗
2024-08-31 Sethi Alok Officer F-InKind D Common Stock, par value $.10 7,861 20.24 159.1K 63,474 — ↗
2024-08-31 Oshita Lindsey Harumi Officer F-InKind D Common Stock, par value $.10 1,721 20.24 34.8K 15,255 — ↗
2024-08-31 Nicholls Matthew Officer F-InKind D Common Stock, par value $.10 56,592 20.24 1.15M 328,076 — ↗
2024-08-31 Murphy Terrence Officer F-InKind D Common Stock, par value $.10 7,039 20.24 142.5K 99,185 — ↗
2024-08-31 Merchant Thomas C Officer F-InKind D Common Stock, par value $.10 6,303 20.24 127.6K 45,975 — ↗
2024-08-31 JOHNSON JENNIFER M Director / Officer F-InKind D Common Stock, par value $.10 111,525 20.24 2.26M 2,348,515 — ↗
2024-08-31 JOHNSON GREGORY E Director / Officer F-InKind D Common Stock, par value $.10 11,382 20.24 230.4K 2,173,055 — ↗
2024-08-29 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 100,000 19.84 1.98M 89,208,192 — ↗
2024-08-28 JOHNSON JENNIFER M Director / Officer P-Purchase A Common Stock, par value $.10 12,700 19.66 249.7K 2,637,700 — ↗
2024-08-23 JOHNSON JENNIFER M Director / Officer P-Purchase A Common Stock, par value $.10 18,900 20.95 396.0K 216,900 — ↗
2024-08-21 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 253 0.00 — 36,874 — ↗
2024-08-21 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 253 0.00 — 44,452 — ↗
2024-08-15 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 223 0.00 — 36,622 — ↗
2024-08-15 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 223 0.00 — 44,199 — ↗
2024-07-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,435 0.00 — 35,938 — ↗
2024-07-01 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,401 0.00 — 43,415 — ↗
2024-06-27 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 222 0.00 — 34,503 — ↗
2024-06-24 JOHNSON CHARLES B 10% Owner J-Other A Common Stock, par value $.10 405,000 0.00 — 89,108,192 — ↗
2024-06-21 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 200,000 22.80 4.56M 88,703,192 — ↗
2024-06-18 JOHNSON CHARLES B 10% Owner P-Purchase A Common Stock, par value $.10 100,000 22.29 2.23M 88,503,192 — ↗
2024-06-12 JOHNSON JENNIFER M Director / Officer G-Gift D Common Stock, par value $.10 99,500 0.00 — 2,460,027 — ↗
2024-04-01 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,150 0.00 — 33,882 — ↗
2024-04-01 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,122 0.00 — 41,521 — ↗
2024-02-06 YANG GEOFFREY Y Director A-Award A Common Stock, par value $.10 7,323 26.63 195.0K 57,100 — ↗
2024-02-06 Waugh Seth H. Director A-Award A Deferred Director's Fees (FRI) 7,323 0.00 — 25,408 — ↗
2024-02-06 Thiel John W Director A-Award A Common Stock, par value $.10 7,323 26.63 195.0K 23,828 — ↗
2024-02-06 Oshita Lindsey Harumi Officer — D Common Stock, par value $.10 0 0.00 — 16,976 — ↗
2024-02-06 Noto Anthony Director A-Award A Common Stock, par value $.10 7,323 26.63 195.0K 30,188 — ↗
2024-02-06 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 7,323 0.00 — 32,732 — ↗
2024-02-06 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 7,323 0.00 — 40,399 — ↗
2024-02-06 Friedman Alexander S Director A-Award A Deferred Director's Fees (FRI) 7,323 0.00 — 25,408 — ↗
2024-02-06 Byerwalter Mariann H Director A-Award A Common Stock, par value $.10 7,323 26.63 195.0K 17,817 — ↗
2024-01-11 JOHNSON GREGORY E Director / Officer G-Gift D Common Stock, par value $.10 2,502 0.00 — 2,184,437 — ↗
2024-01-02 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,084 0.00 — 25,135 — ↗
2024-01-02 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,058 0.00 — 32,719 — ↗
2023-12-21 JOHNSON CHARLES B 10% Owner G-Gift D Common Stock, par value $.10 680,000 0.00 — 88,403,192 — ↗
2023-12-20 JOHNSON GREGORY E Director / Officer G-Gift D Common Stock, par value $.10 2,286 0.00 — 2,186,939 — ↗
2023-12-14 Sethi Alok Officer S-Sale D Common Stock, par value $.10 22,000 29.27 643.8K 70,481 — ↗
2023-12-12 JOHNSON JENNIFER M Director / Officer G-Gift A Common Stock, par value $.10 9,216 0.00 — 464,215 — ↗
2023-12-12 JOHNSON GREGORY E Director / Officer G-Gift A Common Stock, par value $.10 1,152 0.00 — 25,119 — ↗
2023-12-12 JOHNSON CHARLES B 10% Owner G-Gift D Common Stock, par value $.10 28,800 0.00 — 89,083,192 — ↗
2023-12-11 Spector Adam Benjamin Officer A-Award A Common Stock, par value $.10 294,234 25.49 7.50M 620,073 — ↗
2023-12-05 Sethi Alok Officer S-Sale D Common Stock, par value $.10 25,000 25.38 634.5K 92,481 — ↗
2023-12-04 JOHNSON JENNIFER M Director / Officer F-InKind D Common Stock, par value $.10 39,630 25.63 1.02M 2,562,475 — ↗
2023-12-01 Spector Adam Benjamin Officer F-InKind D Common Stock, par value $.10 6,231 25.63 159.7K 325,839 — ↗
2023-12-01 Shaneyfelt Gwen L Officer F-InKind D Common Stock, par value $.10 1,104 25.63 28.3K 99,732 — ↗
2023-12-01 Sethi Alok Officer F-InKind D Common Stock, par value $.10 3,168 25.63 81.2K 117,481 — ↗
2023-12-01 Nicholls Matthew Officer F-InKind D Common Stock, par value $.10 27,367 25.63 701.4K 384,668 — ↗
2023-12-01 Merchant Thomas C Officer F-InKind D Common Stock, par value $.10 2,098 25.63 53.8K 52,278 — ↗
2023-12-01 JOHNSON JENNIFER M Director / Officer F-InKind D Common Stock, par value $.10 39,630 25.63 1.02M 2,562,475 — ↗
2023-12-01 JOHNSON GREGORY E Director / Officer F-InKind D Common Stock, par value $.10 18,394 25.63 471.4K 2,414,868 — ↗
2023-11-22 JOHNSON JENNIFER M Director / Officer G-Gift D Common Stock, par value $.10 687 0.00 — 2,597,983 — ↗
2023-11-17 JOHNSON JENNIFER M Director / Officer G-Gift D Common Stock, par value $.10 3,435 0.00 — 2,598,670 — ↗
2023-11-02 Spector Adam Benjamin Officer A-Award A Common Stock, par value $.10 69,593 23.53 1.64M 318,486 — ↗
2023-11-02 Shaneyfelt Gwen L Officer A-Award A Common Stock, par value $.10 25,341 23.53 596.3K 100,836 — ↗
2023-11-02 Sethi Alok Officer A-Award A Common Stock, par value $.10 34,000 23.53 800.0K 120,649 — ↗
2023-11-02 Nicholls Matthew Officer A-Award A Common Stock, par value $.10 114,748 23.53 2.70M 362,551 — ↗
2023-11-02 Murphy Terrence Officer A-Award A Common Stock, par value $.10 67,501 23.53 1.59M 106,224 — ↗
2023-11-02 Merchant Thomas C Officer A-Award A Common Stock, par value $.10 17,000 23.53 400.0K 49,915 — ↗
2023-11-02 JOHNSON JENNIFER M Director / Officer A-Award A Common Stock, par value $.10 100,246 0.00 — 2,602,105 — ↗
2023-11-02 JOHNSON GREGORY E Director / Officer A-Award A Common Stock, par value $.10 34,000 23.53 800.0K 2,396,166 — ↗
2023-10-10 Byerwalter Mariann H Director S-Sale D Common Stock, par value $.10 6,011 24.01 144.3K 10,494 — ↗
2023-10-02 YANG GEOFFREY Y Director A-Award A Deferred Director's Fees (FRI) 1,435 0.00 — 56,484 — ↗
2023-10-02 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,311 0.00 — 23,754 — ↗
2023-10-02 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,280 0.00 — 31,264 — ↗
2023-09-30 JOHNSON GREGORY E Director / Officer — I Common Stock, par value $.10 0 0.00 — 6,866 — ↗
2023-09-30 JOHNSON CHARLES B 10% Owner — I Common Stock, par value $.10 0 0.00 — 4,059,651 — ↗
2023-08-31 Spector Adam Benjamin Officer F-InKind D Common Stock, par value $.10 19,846 26.74 530.7K 248,893 — ↗
2023-08-31 Shaneyfelt Gwen L Officer F-InKind D Common Stock, par value $.10 4,756 26.74 127.2K 75,495 — ↗
2023-08-31 Sethi Alok Officer F-InKind D Common Stock, par value $.10 6,371 26.74 170.4K 86,649 — ↗
2023-08-31 Nicholls Matthew Other F-InKind D Common Stock, par value $.10 42,504 26.74 1.14M 247,803 — ↗
2023-08-31 Murphy Terrence Officer F-InKind D Common Stock, par value $.10 2,926 26.74 78.2K 38,723 — ↗
2023-08-31 Merchant Thomas C Officer F-InKind D Common Stock, par value $.10 4,415 26.74 118.1K 32,915 — ↗
2023-08-31 JOHNSON JENNIFER M Director / Officer F-InKind D Common Stock, par value $.10 85,949 26.74 2.30M 2,177,621 — ↗
2023-08-31 JOHNSON GREGORY E Director / Officer F-InKind D Common Stock, par value $.10 21,217 26.74 567.3K 2,362,166 — ↗
2023-07-31 Spector Adam Benjamin Officer F-InKind D Common Stock, par value $.10 30,219 29.24 883.6K 268,739 — ↗
2023-07-03 YANG GEOFFREY Y Director A-Award A Deferred Director's Fees (FRI) 1,292 0.00 — 54,488 — ↗
2023-07-03 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,181 0.00 — 22,221 — ↗
2023-07-03 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,153 0.00 — 29,682 — ↗
2023-05-30 YANG GEOFFREY Y Director A-Award A Deferred Director's Fees (FRI) 202 0.00 — 53,195 — ↗
2023-05-30 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 202 0.00 — 21,040 — ↗
2023-05-30 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 202 0.00 — 28,529 — ↗
2023-04-03 YANG GEOFFREY Y Director A-Award A Deferred Director's Fees (FRI) 1,290 0.00 — 52,420 — ↗
2023-04-03 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,179 0.00 — 20,620 — ↗
2023-04-03 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,151 0.00 — 28,026 — ↗
2023-02-07 YANG GEOFFREY Y Director A-Award A Common Stock, par value $.10 4,982 32.12 160.0K 49,777 — ↗
2023-02-07 Waugh Seth H. Director A-Award A Deferred Director's Fees (FRI) 4,981 0.00 — 17,278 — ↗
2023-02-07 Thiel John W Director A-Award A Common Stock, par value $.10 4,982 32.12 160.0K 16,505 — ↗
2023-02-07 Noto Anthony Director A-Award A Common Stock, par value $.10 4,982 32.12 160.0K 22,865 — ↗
2023-02-07 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 4,981 0.00 — 19,441 — ↗
2023-02-07 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 4,981 0.00 — 26,874 — ↗
2023-02-07 Friedman Alexander S Director A-Award A Deferred Director's Fees (FRI) 4,981 0.00 — 17,278 — ↗
2023-02-07 Byerwalter Mariann H Director A-Award A Common Stock, par value $.10 4,982 32.12 160.0K 16,505 — ↗
2023-02-01 Sethi Alok Officer S-Sale D Common Stock, par value $.10 29,503 31.09 917.3K 92,132 — ↗
2023-01-03 YANG GEOFFREY Y Director A-Award A Deferred Director's Fees (FRI) 1,281 27.12 34.8K 50,637 — ↗
2023-01-03 King Karen Matsushima Director A-Award A Deferred Director's Fees (FRI) 1,171 0.00 — 14,328 — ↗
2023-01-03 Kim John Y Director A-Award A Deferred Director's Fees (FRI) 1,143 0.00 — 21,689 — ↗
2022-12-20 JOHNSON CHARLES B 10% Owner G-Gift D Common Stock, par value $.10 860,000 0.00 — 86,676,592 — ↗
2022-12-12 JOHNSON JENNIFER M Director / Officer G-Gift A Common Stock, par value $.10 1,126 0.00 — 2,264,448 — ↗

Executive team

Top executives
EBIT / Employee
88.2K
Shares Outstanding
519.64M

Executive compensation

Executive compensation (annual)
# Year ⇅ Executive ⇅ Salary ⇅ Bonus Stock award ⇅ Option award Incentive Other Total ⇅ % Stock-
based ⇅		 Filing
1 2025 Jennifer M. Johnson Chief Executive Officer 750.0K — 8.96M — 6.93M 210.0K 16.84M 53.19% ↗
2 2025 Terrence J. Murphy Co-President and Head of Public Market Investments 500.0K — 1.25M — 11.86M 30.0K 13.64M 9.13% ↗
3 2025 Matthew Nicholls Co-President, Chief Financial Officer and Chief Operating Officer 600.0K — 4.29M — 4.91M 39.5K 9.84M 43.59% ↗
4 2025 Adam B. Spector Former Executive Vice President 525.0K — 2.42M — 2.42M 80.8K 5.45M 44.40% ↗
5 2025 Gregory E. Johnson Executive Chairman and Chairman of the Board 600.0K — 1.09M — 1.34M 336.3K 3.36M 32.50% ↗
6 2024 Jennifer M. Johnson President and Chief Executive Officer 750.0K — 10.90M — 5.53M 66.5K 17.24M 63.21% ↗
7 2024 Jennifer M. Johnson Chief Executive Officer 750.0K — 10.90M — 5.53M 66.5K 17.24M 63.21% ↗
8 2024 Terrence Murphy Executive Vice President 500.0K — 1.59M — 14.30M 29.6K 16.42M 9.67% ↗
9 2024 Terrence J. Murphy Co-President and Head of Public Market Investments 500.0K — 1.59M — 14.30M 29.6K 16.42M 9.67% ↗
10 2024 Adam B. Spector Executive Vice President 525.0K — 10.43M — 2.67M 28.8K 13.66M 76.37% ↗
11 2024 Adam B. Spector Former Executive Vice President 525.0K — 10.43M — 2.67M 28.8K 13.66M 76.37% ↗
12 2024 Matthew Nicholls Co-President, Chief Financial Officer and Chief Operating Officer 600.0K 750.0K 5.93M — 4.52M 63.5K 11.86M 49.98% ↗
13 2024 Matthew Nicholls Executive Vice President, Chief Financial Officer and Chief Operating Officer 600.0K 750.0K 5.93M — 4.52M 63.5K 11.86M 49.98% ↗
14 2024 Gregory E. Johnson Executive Chairman and Chairman of the Board 600.0K — 1.34M — 1.34M 306.1K 3.58M 37.38% ↗
15 2023 Terrence Murphy Executive Vice President 509.6K 11.80M 933.8K — 2.80M 41.7K 16.09M 5.81% ↗
16 2023 Terrence J. Murphy Co-President and Head of Public Market Investments 509.6K 11.80M 933.8K — 2.80M 41.7K 16.09M 5.81% ↗
17 2023 Jennifer M. Johnson Chief Executive Officer 750.0K — 11.08M — 3.65M 211.8K 15.69M 70.61% ↗
18 2023 Jennifer M. Johnson President and Chief Executive Officer 750.0K — 11.08M — 3.65M 211.8K 15.69M 70.61% ↗
19 2023 Matthew Nicholls Executive Vice President, Chief Financial Officer and Chief Operating Officer 600.0K — 5.94M — 3.00M 103.4K 9.64M 61.59% ↗
20 2023 Matthew Nicholls Co-President, Chief Financial Officer and Chief Operating Officer 600.0K — 5.94M — 3.00M 103.4K 9.64M 61.59% ↗
21 2023 Adam B. Spector Former Executive Vice President 525.0K — 3.04M — 3.55M 68.1K 7.18M 42.30% ↗
22 2023 Adam B. Spector Executive Vice President 525.0K — 3.04M — 3.55M 68.1K 7.18M 42.30% ↗
23 2023 Gregory E. Johnson Executive Chairman and Chairman of the Board 600.0K — 1.39M — 1.10M 134.2K 3.22M 43.04% ↗
24 2022 Jennifer M. Johnson President and Chief Executive Officer 752.9K — 11.16M — 3.65M 173.3K 15.73M 70.92% ↗
25 2022 Matthew Nicholls Executive Vice President, Chief Financial Officer and Chief Operating Officer 591.9K — 5.22M — 3.03M 177.3K 9.02M 57.92% ↗
26 2022 Adam B. Spector Executive Vice President 527.0K — 2.89M — 4.99M 32.0K 8.44M 34.26% ↗
27 2022 Jed A. Plafker Executive Vice President 527.0K — 2.60M — 1.15M 25.2K 4.30M 60.41% ↗
28 2022 Gregory E. Johnson Executive Chairman and Chairman of the Board 602.3K — 1.68M — 1.15M 219.9K 3.65M 45.94% ↗
29 2021 Jennifer M. Johnson President and Chief Executive Officer 752.9K — 5.38M — 3.65M 79.2K 9.86M 54.55% ↗
30 2021 Adam B. Spector Executive Vice President 527.0K 678.5K — — 6.90M 29.4K 8.13M 0.00% ↗
31 2021 Matthew Nicholls Executive Vice President, Chief Financial Officer and Chief Operating Officer 527.0K — 2.01M — 2.89M 204.7K 5.63M 35.75% ↗
32 2021 Matthew Nicholls Executive Vice President and Chief Financial Officer 527.0K — 2.01M — 2.89M 204.7K 5.63M 35.75% ↗
33 2021 Gregory E. Johnson Executive Chairman and Chairman of the Board 602.3K — 3.34M — 1.15M 182.1K 5.27M 63.32% ↗
34 2021 Jed A. Plafker Executive Vice President 527.0K — 1.74M — 1.15M 23.7K 3.44M 50.50% ↗
35 2020 Gregory E. Johnson Executive Chairman and Chairman of the Board 613.7K 750.0K 5.38M — 2.31M 99.4K 9.15M 58.75% ↗
36 2020 Jennifer M. Johnson President and Chief Executive Officer 630.0K 1.00M 4.14M — 3.03M 24.8K 8.81M 46.91% ↗
37 2020 Matthew Nicholls Executive Vice President, Chief Financial Officer and Chief Operating Officer 479.4K 1.00M 1.15M — 1.65M 251.1K 4.53M 25.38% ↗
38 2020 Matthew Nicholls Executive Vice President and Chief Financial Officer 479.4K 1.00M 1.15M — 1.65M 251.1K 4.53M 25.38% ↗
39 2020 Jed A. Plafker Executive Vice President 475.6K 500.0K 2.31M — 1.15M 17.7K 4.45M 51.83% ↗
40 2020 Craig S. Tyle Executive Vice President and General Counsel 479.4K 300.0K 794.9K — 762.5K 25.8K 2.36M 33.65% ↗
41 2019 Gregory E. Johnson Executive Chairman and Chairman of the Board 783.1K — 6.40M — 3.15M 118.7K 10.45M 61.23% ↗
42 2019 Gregory E. Johnson Chairman of the Board and Chief Executive Officer 783.1K — 6.40M — 3.15M 99.7K 10.43M 61.34% ↗
43 2019 Jennifer M. Johnson President and Chief Operating Officer 602.3K — 4.64M — 2.75M 22.7K 8.02M 57.89% ↗
44 2019 Jennifer M. Johnson President and Chief Executive Officer 602.3K — 4.64M — 2.75M 21.2K 8.01M 57.90% ↗
45 2019 Kenneth A. Lewis Former Executive Vice President and Chief Financial Officer 527.0K — 965.8K — — 2.72M 4.21M 22.94% ↗
46 2019 Jed A. Plafker Executive Vice President 501.9K — 2.10M — 1.40M 15.4K 4.02M 52.27% ↗
47 2019 Matthew Nicholls Executive Vice President and Chief Financial Officer 214.0K 1.45M 1.90M — — 93.6K 3.66M 51.99% ↗
48 2019 Craig S. Tyle Executive Vice President and General Counsel 527.0K — 878.3K — 800.0K 21.4K 2.23M 39.44% ↗
49 2018 Gregory E. Johnson Executive Chairman and Chairman of the Board 780.1K — 5.32M — 3.25M 117.3K 9.47M 56.19% ↗
50 2018 Gregory E. Johnson Chairman of the Board and Chief Executive Officer 780.1K — 5.32M — 3.25M 100.0K 9.45M 56.30% ↗
51 2018 Jennifer M. Johnson President and Chief Executive Officer 600.0K — 4.22M — 2.85M 48.3K 7.72M 54.68% ↗
52 2018 Jennifer M. Johnson President and Chief Operating Officer 600.0K — 4.22M — 2.85M 47.3K 7.72M 54.68% ↗
53 2018 Jed A. Plafker Senior Vice President 492.3K — 1.85M — 1.40M 17.3K 3.76M 49.21% ↗
54 2018 Jed A. Plafker Executive Vice President 492.3K — 1.85M — 1.40M 15.2K 3.76M 49.24% ↗
55 2018 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 525.0K — 1.02M — 900.0K 24.4K 2.47M 41.21% ↗
56 2018 Kenneth A. Lewis Former Executive Vice President and Chief Financial Officer 525.0K — 1.02M — 900.0K 24.4K 2.47M 41.21% ↗
57 2018 Craig S. Tyle Executive Vice President and General Counsel 525.0K — 699.5K — 812.5K 21.2K 2.06M 33.99% ↗
58 2017 Gregory E. Johnson Chairman of the Board and Chief Executive Officer 780.1K — 5.72M — 3.25M 140.8K 9.89M 57.81% ↗
59 2017 Jennifer M. Johnson President and Chief Operating Officer 600.0K — 3.24M — 2.15M 25.9K 6.01M 53.82% ↗
60 2017 Vijay C. Advani Former Co-President 150.0K — 3.24M — — — 3.39M 95.57% ↗
61 2017 Kenneth A. Lewis Former Executive Vice President and Chief Financial Officer 525.0K — 901.5K — 1.00M 23.4K 2.45M 36.80% ↗
62 2017 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 525.0K — 901.5K — 1.00M 23.4K 2.45M 36.80% ↗
63 2017 Craig S. Tyle Executive Vice President and General Counsel 475.0K — 661.5K — 762.5K 22.8K 1.92M 34.42% ↗
64 2017 Alok Sethi Officer of Various Operations and Technology Subsidiaries 361.2K — 483.8K — 455.0K 62.2K 1.36M 35.51% ↗
65 2016 Gregory E. Johnson Chairman of the Board and Chief Executive Officer 786.1K — 7.96M — 3.30M 57.5K 12.10M 65.77% ↗
66 2016 Vijay C. Advani Former Co-President 604.0K — 3.17M — 1.73M — 5.50M 57.63% ↗
67 2016 Vijay C. Advani Co-President 604.0K — 3.17M — 1.73M — 5.50M 57.63% ↗
68 2016 Jennifer M. Johnson President and Chief Operating Officer 604.0K — 2.47M — 1.73M 31.1K 4.83M 51.12% ↗
69 2016 Jennifer M. Johnson Co-President 604.0K — 2.47M — 1.73M 11.5K 4.81M 51.32% ↗
70 2016 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 529.0K — 1.41M — 930.0K 23.8K 2.89M 48.78% ↗
71 2016 Craig S. Tyle Executive Vice President and General Counsel 478.7K — 570.0K — 690.0K 26.0K 1.76M 32.30% ↗
72 2015 Gregory E. Johnson Chairman of the Board, Chief Executive Officer and President 783.6K — 10.60M — 3.65M 63.7K 15.10M 70.21% ↗
73 2015 Gregory E. Johnson Chairman of the Board and Chief Executive Officer 783.6K — 10.60M — 3.65M 63.7K 15.10M 70.21% ↗
74 2015 Vijay C. Advani Former Co-President 527.4K — 4.08M — 2.25M — 6.85M 59.47% ↗
75 2015 Vijay C. Advani Co-President 527.4K — 4.08M — 2.25M — 6.85M 59.47% ↗
76 2015 Vijay C. Advani Executive Vice President— Global Advisory Services 527.4K — 4.08M — 2.25M — 6.85M 59.47% ↗
77 2015 Jennifer M. Johnson Co-President 527.4K — 2.17M — 1.55M 16.8K 4.26M 50.88% ↗
78 2015 Jennifer M. Johnson President and Chief Operating Officer 527.4K — 2.17M — 1.55M 16.8K 4.26M 50.88% ↗
79 2015 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 527.4K — 2.17M — 1.55M 16.8K 4.26M 50.88% ↗
80 2015 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 527.4K — 1.68M — 1.19M — 3.39M 49.38% ↗
81 2015 John M. Lusk Executive Vice President— Investment Management 527.4K — 1.13M — 1.65M — 3.30M 34.07% ↗
82 2014 Gregory E. Johnson Chairman of the Board and Chief Executive Officer 780.1K — 11.35M — 3.65M 124.2K 15.90M 71.36% ↗
83 2014 Gregory E. Johnson Chairman of the Board, Chief Executive Officer and President 780.1K — 11.35M — 3.65M 124.2K 15.90M 71.36% ↗
84 2014 Vijay C. Advani Executive Vice President— Global Advisory Services 525.0K — 4.35M — 3.15M — 8.03M 54.21% ↗
85 2014 Vijay C. Advani Co-President 525.0K — 4.35M — 3.15M — 8.03M 54.21% ↗
86 2014 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 525.0K — 2.00M — 1.90M — 4.43M 45.20% ↗
87 2014 Jennifer M. Johnson Co-President 525.0K — 2.00M — 1.90M — 4.43M 45.20% ↗
88 2014 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 525.0K — 1.63M — 1.45M — 3.60M 45.14% ↗
89 2014 John M. Lusk Executive Vice President— Investment Management 525.0K — 1.08M — 1.25M 24.2K 2.87M 37.40% ↗
90 2013 Gregory E. Johnson Chairman of the Board, Chief Executive Officer and President 780.1K — 8.55M — 2.65M 152.6K 12.13M 70.47% ↗
91 2013 Vijay C. Advani Executive Vice President— Global Advisory Services 525.0K — 3.55M — 2.65M — 6.73M 52.79% ↗
92 2013 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 525.0K — 1.83M — 1.75M — 4.10M 44.51% ↗
93 2013 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 525.0K — 1.52M — 1.40M — 3.44M 44.04% ↗
94 2013 John M. Lusk Executive Vice President— Investment Management 500.0K — 1.03M — 1.15M — 2.68M 38.32% ↗
95 2012 Gregory E. Johnson President and Chief Executive Officer 780.1K — 8.85M — 2.65M 40.0K 12.32M 71.83% ↗
96 2012 Gregory E. Johnson Chairman of the Board, Chief Executive Officer and President 780.1K — 8.85M — 2.65M 40.0K 12.32M 71.83% ↗
97 2012 Vijay C. Advani Executive Vice President— Global Advisory Services 525.0K — 3.85M — 2.65M — 7.03M 54.80% ↗
98 2012 Vijay C. Advani Executive Vice President— Global Distribution 525.0K — 3.85M — 2.65M — 7.03M 54.80% ↗
99 2012 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 525.0K — 1.85M — 1.58M — 3.95M 46.84% ↗
100 2012 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 525.0K — 1.55M — 1.29M — 3.37M 46.06% ↗
101 2012 William Y. Yun Executive Vice President— Alternative Strategies 525.0K — 1.00M — 1.05M — 2.58M 38.83% ↗
102 2011 Gregory E. Johnson Chairman of the Board, Chief Executive Officer and President 780.1K — 6.35M — 2.65M 97.4K 9.88M 64.29% ↗
103 2011 Gregory E. Johnson President and Chief Executive Officer 780.1K — 6.35M — 2.65M 97.4K 9.88M 64.29% ↗
104 2011 Vijay C. Advani Executive Vice President— Global Distribution 525.0K — 2.60M — 2.65M — 5.78M 45.02% ↗
105 2011 Vijay C. Advani Executive Vice President— Global Advisory Services 525.0K — 2.60M — 2.65M — 5.78M 45.02% ↗
106 2011 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 525.0K — 1.20M — 1.65M 11.4K 3.39M 35.44% ↗
107 2011 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 525.0K — 850.0K — 1.35M — 2.73M 31.19% ↗
108 2011 William Y. Yun Executive Vice President—Alternative Strategies 525.0K — 600.0K — 1.10M — 2.23M 26.97% ↗
109 2011 William Y. Yun Executive Vice President— Alternative Strategies 525.0K — 600.0K — 1.10M — 2.23M 26.97% ↗
110 2010 Gregory E. Johnson President and Chief Executive Officer 760.6K — 2.60M — 2.65M 718.1K 6.73M 38.64% ↗
111 2010 Vijay C. Advani Executive Vice President— Global Distribution 511.9K — 1.38M — 1.90M — 3.79M 36.31% ↗
112 2010 Vijay C. Advani Executive Vice President—Global Distribution 511.9K — 1.38M — 1.90M — 3.79M 36.31% ↗
113 2010 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 511.9K — 832.5K — 1.20M 273.5K 2.82M 29.54% ↗
114 2010 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 511.9K — 732.5K — 1.15M 20.4K 2.41M 30.33% ↗
115 2010 William Y. Yun Executive Vice President—Alternative Strategies 511.9K — 715.0K — 900.0K — 2.13M 33.62% ↗
116 2010 William Y. Yun Executive Vice President— Alternative Strategies 511.9K — 715.0K — 900.0K — 2.13M 33.62% ↗
117 2009 Gregory E. Johnson President and Chief Executive Officer 702.1K — 2.10M — 1.65M 22.3K 4.47M 46.93% ↗
118 2009 Vijay C. Advani Executive Vice President—Global Distribution 472.5K — 862.5K — 1.03M 22.5K 2.38M 36.20% ↗
119 2009 Vijay C. Advani Executive Vice President— Global Distribution 472.5K — 862.5K — 1.03M 22.5K 2.38M 36.20% ↗
120 2009 Jennifer J. Bolt Executive Vice President—Operations and Technology 472.5K — 516.6K — 617.5K 8.1K 1.61M 32.00% ↗
121 2009 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 472.5K — 450.0K — 617.5K 8.1K 1.55M 29.07% ↗
122 2009 William Y. Yun Executive Vice President—Alternative Strategies 472.5K — 450.0K — 585.0K 22.4K 1.53M 29.41% ↗
123 2009 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 472.5K — 400.0K — 617.5K 17.1K 1.51M 26.54% ↗
124 2008 Gregory E. Johnson President and Chief Executive Officer 780.1K 1.20M 7.14M — 1.20M 152.5K 10.47M 68.18% ↗
125 2008 Vijay C. Advani Executive Vice President—Global Distribution 525.0K 694.5K 1.20M — 468.0K 116.5K 3.00M 39.95% ↗
126 2008 William Y. Yun Executive Vice President—Alternative Strategies 525.0K 477.0K 600.0K — 273.0K 88.2K 1.96M 30.56% ↗
127 2008 Jennifer M. Johnson Executive Vice President and Chief Operating Officer 506.3K 477.0K 650.0K — 273.0K 34.7K 1.94M 33.49% ↗
128 2008 William Y. Yun Executive Vice President, Alternative Strategies 525.0K 477.0K 459.7K — 273.0K 88.2K 1.82M 25.22% ↗
129 2008 Jennifer J. Bolt Executive Vice President—Operations and Technology 506.3K 477.0K 478.1K — 273.0K 34.7K 1.77M 27.02% ↗
130 2008 Jennifer J. Bolt Executive Vice President, Operations and Technology 506.3K 477.0K 478.1K — 273.0K 34.4K 1.77M 27.03% ↗
131 2008 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 497.9K 427.0K 350.0K — 273.0K 110.9K 1.66M 21.10% ↗
132 2007 Gregory E. Johnson President and Chief Executive Officer 780.1K 500.0K 3.14M — 2.65M 61.1K 7.13M 43.99% ↗
133 2007 Vijay C. Advani Executive Vice President—Global Distribution 525.0K 1.50M 628.3K — — 53.5K 2.71M 23.21% ↗
134 2007 William Y. Yun Executive Vice President—Alternative Strategies 525.0K 900.0K 358.7K — — 55.1K 1.84M 19.51% ↗
135 2007 William Y. Yun Executive Vice President, Alternative Strategies 525.0K 900.0K 358.7K — — 55.1K 1.84M 19.51% ↗
136 2007 Jennifer J. Bolt Executive Vice President—Operations and Technology 450.0K 950.0K 362.6K — — 38.7K 1.80M 20.13% ↗
137 2007 Jennifer J. Bolt Executive Vice President, Operations and Technology 450.0K 950.0K 362.6K — — 38.7K 1.80M 20.13% ↗
138 2007 Kenneth A. Lewis Executive Vice President and Chief Financial Officer 396.1K 675.0K 116.1K — — 20.8K 1.21M 9.61% ↗
139 2006 Gregory E. Johnson President and Chief Executive Officer 780.1K 2.65M 5.85M — — 53.6K 9.33M 62.68% ↗
140 2006 Vijay C. Advani Executive Vice President—Advisor Services 525.0K 1.08M 775.0K — — 43.7K 2.42M 32.04% ↗
141 2006 William Y. Yun Executive Vice President—Institutional 525.0K 675.0K 375.0K — — 388.5K 1.96M 19.10% ↗
142 2006 Anne M. Tatlock Vice Chairman, Member—Office of the Chairman 590.0K 650.0K — — — 491.7K 1.73M 0.00% ↗
143 2006 James R. Baio Executive Vice President, Chief Financial Officer and Treasurer 450.0K 816.0K — — — 58.3K 1.32M 0.00% ↗
144 2005 Gregory E. Johnson President and Chief Executive Officer 780.1K 2.65M 3.41M — — 56.1K 6.90M 49.47% ↗
145 2005 Anne M. Tatlock Vice Chairman, Member – Office of the Chairman 590.0K 600.0K — — — 1.63M 2.82M 0.00% ↗
146 2005 Anne M. Tatlock Vice Chairman, Member—Office of the Chairman 590.0K 600.0K — — — 1.63M 2.82M 0.00% ↗
147 2005 Vijay C. Advani Executive Vice President—Advisor Services 453.1K 1.03M 1.13M — — 88.0K 2.69M 41.81% ↗
148 2005 Vijay C. Advani Executive Vice President – Advisor Services 453.1K 1.03M 1.13M — — 88.0K 2.69M 41.81% ↗
149 2005 William Y. Yun Executive Vice President—Institutional 525.0K 650.0K 750.1K — — 391.2K 2.32M 32.38% ↗
150 2005 William Y. Yun Executive Vice President – Institutional 525.0K 650.0K 750.1K — — 391.2K 2.32M 32.38% ↗
151 2005 Murray L. Simpson Executive Vice President 669.5K 700.0K — — — 28.8K 1.40M 0.00% ↗
152 2005 James R. Baio Executive Vice President, Chief Financial Officer and Treasurer 402.1K 487.5K 262.5K — — 66.1K 1.22M 21.55% ↗
153 2005 Martin L. Flanagan Former President and Co-Chief Executive Officer 650.1K — — — — 40.8K 690.9K 0.00% ↗
154 2004 Martin L. Flanagan Former President and Co-Chief Executive Officer 780.1K 2.65M 2.35M 45.0K — 70.9K 5.90M 40.62% ↗
155 2004 Gregory E. Johnson President and Chief Executive Officer 780.1K 2.65M 2.35M 45.0K — 40.3K 5.87M 40.83% ↗
156 2004 Vijay C. Advani Executive Vice President—Advisor Services 450.0K 850.0K 923.3K 25.0K — 58.1K 2.31M 41.12% ↗
157 2004 Vijay C. Advani Executive Vice President – Advisor Services 450.0K 850.0K 923.3K 25.0K — 58.1K 2.31M 41.12% ↗
158 2004 William Y. Yun Executive Vice President—Institutional 525.0K 585.0K 665.5K 20.0K — 375.9K 2.17M 31.57% ↗
159 2004 William Y. Yun Executive Vice President – Institutional 525.0K 585.0K 665.5K 20.0K — 375.9K 2.17M 31.57% ↗
160 2004 Anne M. Tatlock Vice Chairman, Member—Office of the Chairman 590.0K 650.0K 383.9K 25.0K — 450.8K 2.10M 19.48% ↗
161 2004 Anne M. Tatlock Vice Chairman, Member – Office of the Chairman 590.0K 650.0K 383.9K 25.0K — 450.8K 2.10M 19.48% ↗
162 2004 Murray L. Simpson Executive Vice President 669.5K 406.3K 399.9K 15.0K — 22.2K 1.51M 27.43% ↗
163 2004 James R. Baio Executive Vice President, Chief Financial Officer and Treasurer 400.0K 373.8K 476.8K 15.0K — 102.3K 1.37M 35.95% ↗
164 2003 Martin L. Flanagan Former President and Co-Chief Executive Officer 780.1K 1.05M 1.13M 100.0K — 44.7K 3.11M 39.70% ↗
165 2003 Gregory E. Johnson President and Chief Executive Officer 780.1K 1.05M 1.13M 100.0K — 19.8K 3.08M 40.02% ↗
166 2003 Anne M. Tatlock Vice Chairman, Member – Office of the Chairman 590.0K 526.5K 306.2K 45.0K — 433.2K 1.90M 18.48% ↗
167 2003 William Y. Yun Executive Vice President – Institutional 525.0K 497.3K 289.2K 40.0K — 364.6K 1.72M 19.18% ↗
168 2003 Vijay C. Advani Executive Vice President – Advisor Services 427.4K 552.5K 321.4K 30.0K — 235.1K 1.57M 22.43% ↗
169 2003 Murray L. Simpson Executive Vice President 669.5K 260.0K 151.3K 20.0K — 20.3K 1.12M 15.28% ↗
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-12-22 DEF 14A ↗

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 SC 13D/A ↗
2026-05-22 SC 13D/A ↗
2026-05-14 SC 13D/A ↗
2026-05-14 SC 13D ↗
2026-05-13 13F-HR ↗
2026-05-07 SC 13G/A ↗
2026-05-07 SC 13G/A ↗
2026-05-05 SC 13D/A ↗
2026-05-05 4 ↗
2026-04-30 SC 13D/A ↗

Executive team

NameTitleCompensationGender
Terrence James Murphy Co-President & Head of Public Market Investments 12M male
Jennifer Johnson CEO & Non-Independent Director 8M female
Matthew Nicholls Co-President, Chief Financial Officer & Chief Operating Officer 6M male
Gregory Eugene Johnson Executive Chairman of the Board & Non-Independent Director 2M male
David Zahn Senior Vice President, Head of European Fixed Income & Head of Sustainable Fixed Income — male
Lindsey Harumi Oshita Senior Vice President & Chief Accounting Officer — female
Sandeep Singh Head of CEEMEA & India — male
Selene Oh Head of Investor Relations — female
Anupama Sawhney Chief Administrative Officer & Head of Business Development — female
Thomas Clifton Merchant Executive VP, General Counsel — male
Avinash Deepak Satwalekar President of India — male
Bassel Khatoun Head of Research & Director of Portfolio Management — male
ESG Rating
B-
ASSET MANAGEMENT
Rank: 125 out of 151
2003
E (Environmental)
53.8 / 67.2
Company / Sector avg.
S (Social)
55.7 / 77.3
Company / Sector avg.
G (Governance)
61.6 / 74.6
Company / Sector avg.
ESG Total
57.0 / 73.0
Company / Sector avg.
ESG Score History ASSET MANAGEMENT
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
2025-09-29 2025-10-03 Ro Khanna CA17 — Sale $1,001 - $15,000 ↗
2025-09-03 2025-10-15 Thomas H. Kean NJ07 — Sale $15,001 - $50,000 ↗
2025-04-28 2025-05-15 Thomas H. Kean NJ07 — Sale (Partial) $1,001 - $15,000 ↗
2024-12-16 2025-01-22 Thomas H. Kean NJ07 — Sale Partial $1,001 - $15,000 ↗
2024-12-16 2025-01-22 Thomas H. Kean NJ07 — Sale (Partial) $1,001 - $15,000 ↗
2024-11-15 2024-12-06 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2024-09-09 2024-10-08 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2023-11-03 2023-12-06 Ro Khanna CA17 — Sale $1,001 - $15,000 ↗
2023-10-31 2023-11-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000 ↗
2023-10-10 2023-11-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000 ↗
2023-10-02 2023-11-08 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2022-07-19 2022-08-09 Ro Khanna CA17 Spouse Sale $1,001 - $15,000 ↗
2022-05-10 2022-06-10 Ro Khanna CA17 — Sale $1,001 - $15,000 ↗
2022-05-05 2022-06-10 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000 ↗
2022-04-21 2022-05-06 Ro Khanna CA17 — Purchase $1,001 - $15,000 ↗
2022-02-17 2022-03-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000 ↗
2022-01-26 2022-02-18 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000 ↗
2022-01-15 2022-02-18 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000 ↗
2021-02-16 2021-03-16 Peter Meijer MI03 — Sale (Full) $1,001 - $15,000 ↗
2020-10-16 2020-11-05 Josh Gottheimer NJ05 Joint Purchase $1,001 - $15,000 ↗
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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