Saul Centers, Inc. (BFS)
Bethesda, MD, US
Saul Centers, Inc. (BFS) is a self-managed and self-administered equity REIT, headquartered in Bethesda, Maryland. The company actively operates and oversees a real estate portfolio of 60 properties. This portfolio encompasses 50 community and neighborhood shopping centers, as well as seven mixed-use developments, which together provide approximately 9.8 million square feet of leasable area. Additionally, it includes three properties designated as land or for future development. A significant portion of the company's operational revenue, around 85%, originates from its properties located within the metropolitan Washington, DC, and Baltimore regions.
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.03% | +0.03% | +1.65% | +0.23% | +16.24% | +9.20% | +2.96% | +1.89% | -16.88% | -39.65% | +72.15% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 1 |
43.50
+21.6%
|
-
Revenue growth+8.5% Q1'26: +8.9% (vs Q1'25)
-
EPS growth-4.9% Q1'26: -10.3% (vs Q1'25)
-
FCF margin— Q1'26: +37.4% (vs Q1'25)
-
EBIT margin— Q1'26: +15.4% (vs Q1'25)
-
ROIC— Q1'26: +3.2% (vs Q1'25)
-
Share dilution+0.3% Q1'26: +0.1% (vs Q1'25)
-
Debt / EBITDA8.97× Q1'26: 9.50× (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 2007 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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
150.59M
est: 147.88M (+1.8%)
|
209.08M
est: 206.05M (+1.5%)
|
217.07M
est: 198.71M (+9.2%)
|
227.29M
est: 222.81M (+2.0%)
|
227.90M
est: 226.05M (+0.8%)
|
231.53M
est: 227.41M (+1.8%)
|
225.21M
est: 222.02M (+1.4%)
|
239.23M
est: 239.67M (-0.2%)
|
245.86M
est: 241.88M (+1.6%)
|
257.21M
est: 260.85M (-1.4%)
|
268.85M
est: 269.87M (-0.4%)
|
291.57M
est: 288.00M (+1.2%)
|
304.15M
304.15M – 304.15M
+5.6% YoY
|
315.69M
315.69M – 315.69M
+3.8% YoY
|
327.79M
327.79M – 327.79M
+3.8% YoY
|
385.85M
385.85M – 385.85M
+17.7% YoY
|
| EBITDA |
71.85M
est: 70.18M (+2.4%)
|
96.20M
est: 132.85M (-27.6%)
|
100.13M
est: 128.12M (-21.8%)
|
106.29M
est: 143.66M (-26.0%)
|
217.50M
est: 145.75M (+49.2%)
|
147.00M
est: 146.62M (+0.3%)
|
146.53M
est: 143.15M (+2.4%)
|
155.64M
est: 154.53M (+0.7%)
|
156.39M
est: 118.06M (+32.5%)
|
166.61M
est: 166.19M (+0.3%)
|
171.72M
est: 171.94M (-0.1%)
|
178.55M
est: 183.49M (-2.7%)
|
193.78M
193.78M – 193.78M
+5.6% YoY
|
201.13M
201.13M – 201.13M
+3.8% YoY
|
208.84M
208.84M – 208.84M
+3.8% YoY
|
245.83M
245.83M – 245.83M
+17.7% YoY
|
| EBIT |
79.24M
est: 44.55M (+77.8%)
|
96.66M
est: 91.13M (+6.1%)
|
101.06M
est: 87.88M (+15.0%)
|
106.50M
est: 98.54M (+8.1%)
|
106.49M
est: 99.97M (+6.5%)
|
106.47M
est: 100.58M (+5.9%)
|
95.41M
est: 98.19M (-2.8%)
|
105.37M
est: 106.00M (-0.6%)
|
107.42M
est: 87.71M (+22.5%)
|
118.18M
est: 114.70M (+3.0%)
|
121.22M
est: 118.66M (+2.2%)
|
119.77M
est: 126.63M (-5.4%)
|
133.73M
133.73M – 133.73M
+5.6% YoY
|
138.81M
138.81M – 138.81M
+3.8% YoY
|
144.13M
144.13M – 144.13M
+3.8% YoY
|
169.66M
169.66M – 169.66M
+17.7% YoY
|
| Net Income |
36.70M
est: 35.93M (+2.2%)
|
42.47M
|
45.28M
|
48.26M
|
50.55M
|
51.72M
|
40.38M
|
48.39M
|
50.19M
est: 50.96M (-1.5%)
|
52.69M
est: 41.88M (+25.8%)
|
50.65M
est: 41.41M (+22.3%)
|
37.51M
est: 29.30M (+28.0%)
|
13.80M
13.80M – 13.80M
-52.9% YoY
|
19.38M
19.38M – 19.38M
+40.4% YoY
|
25.19M
25.19M – 25.19M
+30.0% YoY
|
37.78M
37.78M – 37.78M
+50.0% YoY
|
| SGA |
11.67M
est: 11.49M (+1.6%)
|
16.35M
est: 18.34M (-10.8%)
|
17.50M
est: 17.69M (-1.1%)
|
18.18M
est: 19.83M (-8.3%)
|
18.46M
est: 20.12M (-8.3%)
|
20.79M
est: 20.24M (+2.7%)
|
19.11M
est: 19.76M (-3.3%)
|
20.25M
est: 21.33M (-5.1%)
|
22.39M
est: 18.19M (+23.1%)
|
23.46M
est: 23.61M (-0.6%)
|
25.07M
est: 24.43M (+2.6%)
|
26.93M
est: 26.07M (+3.3%)
|
27.53M
27.53M – 27.53M
+5.6% YoY
|
28.57M
28.57M – 28.57M
+3.8% YoY
|
29.67M
29.67M – 29.67M
+3.8% YoY
|
34.92M
34.92M – 34.92M
+17.7% YoY
|
| EPS |
1.63
est: 1.56 (+4.5%)
|
1.42
|
1.53
|
1.64
|
2.26
|
2.25
|
1.25
|
1.57
|
1.63
est: 2.67 (-38.8%)
|
1.73
est: 1.73 (+0.0%)
|
1.64
est: 1.71 (-4.1%)
|
1.55
est: 1.21 (+28.1%)
|
0.57
0.57 – 0.57
-52.9% YoY
|
0.80
0.80 – 0.80
+40.4% YoY
|
1.04
1.04 – 1.04
+30.0% YoY
|
1.56
1.56 – 1.56
+50.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
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 | 52-0556948 | 2.12M | 8.90% | 769.7K | — | 2.12M | — | IA | Maryland | 2022-02-14 | ↗ |
| 2 | 85-4328500 | 2.12M | 8.90% | 763.8K | — | 2.12M | — | IA | Maryland | 2023-02-14 | ↗ |
| 3 | The Vanguard Group - 23-1945930 | 2.11M | 8.90% | — | 21.5K | 2.08M | 33.6K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 4 | (1) BlackRock, Inc. | 1.92M | 8.20% | 1.91M | — | 1.92M | — | HC | Delaware | 2021-02-01 | ↗ |
| 5 | Principal Real Estate Investors, LLC | 1.10M | 5.30% | — | — | — | — | IA | Delaware | 2015-02-13 | ↗ |
| 6 | Deutsche Bank AG* | 1.09M | 6.16% | 667.4K | — | 1.08M | 11.8K | BK, HC, CO | Federal Republic of Germany | 2008-01-29 | ↗ |
| 7 | RREEF America, L.L.C. | 1.04M | 5.84% | 622.1K | — | 1.04M | — | IA, CO | Delaware | 2008-01-29 | ↗ |
| 8 | 04-2683227 | 920.0K | 5.18% | — | 759.1K | — | — | IA | Massachusetts | 2008-02-14 | ↗ |
| 9 | 061523639 | 239.0K | 5.98% | 57.8K | 172.5K | — | 239.0K | BD, IA | Delaware | 2006-02-15 | ↗ |
| 10 | Deutsche Investment Management Americas | 45.3K | 0.25% | 45.3K | — | 45.3K | — | IA, CO | Delaware | 2008-01-29 | ↗ |
| 11 | Deutsche Bank Trust Company National Association | 11.8K | 0.06% | — | — | — | 11.8K | BK, CO | Federal Republic of Germany | 2008-01-29 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.15M +76.4K (+3.7%) | 67.81M +1.7M (+2.6%) | 8.89% +0.316 pp | 0.00% +0.000 pp | USD41.16 -23.4% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 1.97M +56.8K (+3.0%) | 62.02M +1.1M (+1.9%) | 8.13% +0.235 pp | 0.00% +0.000 pp | USD57.79 -45.4% | 84 qtrs — |
| 3 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 1.26M -7.5K (-0.6%) | 39.66M -665.0K (-1.6%) | 5.20% -0.031 pp | 0.03% +0.000 pp | USD37.49 -15.9% | 14 qtrs — |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 740.0K +50.8K (+7.4%) | 23.33M +1.4M (+6.2%) | 3.06% +0.210 pp | 0.04% +0.001 pp | USD37.94 -16.9% | 10 qtrs — |
| 5 | PRINCIPAL FINANCIAL GROUP INC | 606.5K -25.9K (-4.1%) | 19.12M -1.0M (-5.1%) | 2.51% -0.107 pp | 0.01% 0.000 pp | USD40.63 -22.4% | 78 qtrs — |
| 6 | STATE STREET CORP | 492.8K +96.0 (+0.0%) | 15.54M -164.5K (-1.0%) | 2.04% +0.000 pp | 0.00% +0.000 pp | USD47.82 -34.1% | 51 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 326.6K -1.1K (-0.3%) | 10.30M -145.9K (-1.4%) | 1.35% -0.005 pp | 0.00% +0.000 pp | USD42.36 -25.6% | 78 qtrs — |
| 8 | AMERIPRISE FINANCIAL INC | 250.0K +60.1K (+31.7%) | 7.88M +1.8M (+30.3%) | 1.03% +0.249 pp | 0.00% +0.000 pp | USD31.96 -1.3% | 55 qtrs — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 225.6K -56.0K (-19.9%) | 7.11M -1.9M (-20.7%) | 0.93% -0.232 pp | 0.01% -0.001 pp | USD48.18 -34.6% | 83 qtrs — |
| 10 | MORGAN STANLEY | 222.0K +23.6K (+11.9%) | 7.00M +675.6K (+10.7%) | 0.92% +0.097 pp | 0.00% +0.000 pp | USD42.20 -25.3% | 51 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 200.9K +3.2K (+1.6%) | 6.33M +33.9K (+0.5%) | 0.83% +0.013 pp | 0.00% +0.000 pp | USD44.67 -29.4% | 51 qtrs — |
| 12 | INVESCO LTD. | 166.1K +6.7K (+4.2%) | 5.24M +156.1K (+3.1%) | 0.69% +0.028 pp | 0.00% +0.000 pp | USD41.55 -24.1% | 57 qtrs — |
| 13 | NORTHERN TRUST CORP | 138.3K -7.9K (-5.4%) | 4.36M -299.4K (-6.4%) | 0.57% -0.033 pp | 0.00% +0.000 pp | USD44.67 -29.4% | 51 qtrs — |
| 14 | MAN GROUP PLC | 130.8K -11.8K (-8.3%) | 4.12M -419.7K (-9.2%) | 0.54% -0.049 pp | 0.01% -0.001 pp | USD37.05 -14.9% | 9 qtrs — |
| 15 | MILLENNIUM MANAGEMENT LLC | 120.7K +7.1K (+6.3%) | 3.81M +185.7K (+5.1%) | 0.50% +0.029 pp | 0.00% +0.000 pp | USD35.97 -12.3% | 14 qtrs — |
| 16 | BANK OF NEW YORK MELLON CORP | 119.8K +11.3K (+10.4%) | 3.78M +318.0K (+9.2%) | 0.50% +0.047 pp | 0.00% +0.000 pp | USD41.83 -24.6% | 66 qtrs — |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 118.6K +5.3K (+4.7%) | 3.74M +127.8K (+3.5%) | 0.49% +0.022 pp | 0.00% +0.000 pp | USD44.66 -29.4% | 100 qtrs — |
| 18 | CARY STREET PARTNERS FINANCIAL LLC | 92.3K +6.6K (+7.7%) | 2.91M +179.8K (+6.6%) | 0.38% +0.027 pp | 0.07% +0.001 pp | USD36.89 -14.5% | 5 qtrs — |
| 19 | GOLDMAN SACHS GROUP INC | 88.5K +26.6K (+43.0%) | 2.79M +817.8K (+41.5%) | 0.37% +0.110 pp | 0.00% +0.000 pp | USD36.83 -14.4% | 73 qtrs — |
| 20 | JPMORGAN CHASE & CO | 87.8K -37.5K (-29.9%) | 2.77M -1.2M (-30.7%) | 0.36% -0.155 pp | 0.00% 0.000 pp | USD37.03 -14.9% | 51 qtrs — |
| 21 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 74.4K +20.6K (+38.4%) | 2.35M +632.4K (+36.9%) | 0.31% +0.085 pp | 0.00% +0.000 pp | USD34.24 -7.9% | 7 qtrs — |
| 22 | WELLS FARGO & COMPANY/MN | 60.3K +5.4K (+9.8%) | 1.90M +150.3K (+8.6%) | 0.25% +0.022 pp | 0.00% +0.000 pp | USD49.63 -36.5% | 57 qtrs — |
| 23 | BROWN ADVISORY INC | 53.9K -4.0K (-6.9%) | 1.70M -146.4K (-7.9%) | 0.22% -0.017 pp | 0.00% +0.000 pp | USD42.28 -25.4% | 62 qtrs — |
| 24 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 51.7K -6.8K (-11.6%) | 1.63M -234.9K (-12.6%) | 0.21% -0.028 pp | 0.60% -0.103 pp | USD33.75 -6.6% | 4 qtrs — |
| 25 | DENALI ADVISORS LLC | 48.4K +25.0K (+106.4%) | 1.53M +778.8K (+104.2%) | 0.20% +0.103 pp | 0.17% +0.085 pp | USD33.58 -6.1% | 5 qtrs — |
| 26 | QUBE RESEARCH & TECHNOLOGIES LTD | 45.4K -35.9K (-44.1%) | 1.43M -1.2M (-44.7%) | 0.19% -0.148 pp | 0.00% -0.001 pp | USD37.63 -16.2% | 9 qtrs — |
| 27 | AQR CAPITAL MANAGEMENT LLC | 45.4K +4.6K (+11.2%) | 1.43M +130.2K (+10.0%) | 0.19% +0.019 pp | 0.00% 0.000 pp | USD35.98 -12.4% | 44 qtrs — |
| 28 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 43.1K -5.0K (-10.5%) | 1.36M -175.1K (-11.4%) | 0.18% -0.021 pp | 0.00% -0.001 pp | USD39.78 -20.7% | 58 qtrs — |
| 29 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 42.1K +1.6K (+3.9%) | 1.33M +37.1K (+2.9%) | 0.17% +0.007 pp | 0.00% +0.000 pp | USD35.63 -11.5% | 4 qtrs — |
| 30 | ROYAL BANK OF CANADA | 37.7K +1.2K (+3.2%) | 1.19M +23.0K (+2.0%) | 0.16% +0.005 pp | 0.00% +0.000 pp | USD38.45 -18.0% | 51 qtrs — |
| 31 | PENSERRA CAPITAL MANAGEMENT LLC | 36.9K +4.4K (+13.5%) | 1.16M +127.0K (+12.2%) | 0.15% +0.018 pp | 0.01% +0.001 pp | USD33.76 -6.6% | 3 qtrs — |
| 32 | NORGES BANK | 34.9K +34.9K (+100.0%) | 1.10M +1.1M (+100.0%) | 0.14% +0.144 pp | 0.00% +0.000 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 33 | RHUMBLINE ADVISERS | 34.8K -1.1K (-3.2%) | 1.10M -48.3K (-4.2%) | 0.14% -0.005 pp | 0.00% +0.000 pp | USD44.05 -28.4% | 55 qtrs — |
| 34 | BEACON INVESTMENT ADVISORS LLC | 32.2K +77.0 (+0.2%) | 1.02M -8.5K (-0.8%) | 0.13% +0.000 pp | 0.41% -0.011 pp | USD40.05 -21.3% | 13 qtrs — |
| 35 | LEGAL & GENERAL GROUP PLC | 31.6K -2.0K (-6.0%) | 997.2K -74.8K (-7.0%) | 0.13% -0.008 pp | 0.00% +0.000 pp | USD45.96 -31.4% | 75 qtrs — |
| 36 | BARCLAYS PLC | 31.2K +10.3K (+49.1%) | 984.2K +105.9K (+12.1%) | 0.13% +0.043 pp | 0.00% +0.000 pp | USD36.30 -13.1% | 51 qtrs — |
| 37 | LAZARD ASSET MANAGEMENT LLC | 31.2K +— (+0.0%) | 983.6K -10.6K (-1.1%) | 0.13% +0.000 pp | 0.00% +0.000 pp | USD40.01 -21.2% | 15 qtrs — |
| 38 | PRICE T ROWE ASSOCIATES INC /MD/ | 30.1K +5.7K (+23.2%) | 948.0K +170.0K (+21.9%) | 0.12% +0.023 pp | 0.00% +0.000 pp | USD37.53 -16.0% | 75 qtrs — |
| 39 | CROSSINGBRIDGE ADVISORS, LLC | 30.0K +— (+0.0%) | 946.5K +5.7K (+0.6%) | 0.12% +0.000 pp | 0.27% -0.215 pp | USD37.25 -15.4% | 5 qtrs — |
| 40 | ALPHACENTRIC ADVISORS LLC | 30.0K +30.0K (+100.0%) | 945.9K +945.9K (+100.0%) | 0.12% +0.124 pp | 0.94% +0.943 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 41 | CHEVY CHASE TRUST HOLDINGS, LLC | 29.7K +— (+0.0%) | 935.6K -10.1K (-1.1%) | 0.12% +0.000 pp | 0.00% 0.000 pp | USD49.57 -36.4% | 64 qtrs — |
| 42 | NUVEEN, LLC | 29.6K +5.0K (+20.3%) | 932.6K +149.1K (+19.0%) | 0.12% +0.021 pp | 0.00% +0.000 pp | USD35.30 -10.7% | 4 qtrs — |
| 43 | QUANTINNO CAPITAL MANAGEMENT LP | 29.0K +14.1K (+94.7%) | 915.8K +440.4K (+92.6%) | 0.12% +0.058 pp | 0.00% +0.001 pp | USD32.90 -4.2% | 4 qtrs — |
| 44 | TWO SIGMA INVESTMENTS, LP | 27.7K +6.9K (+33.1%) | 872.2K +210.0K (+31.7%) | 0.11% +0.028 pp | 0.00% +0.000 pp | USD35.86 -12.1% | 10 qtrs — |
| 45 | PANAGORA ASSET MANAGEMENT INC | 26.7K -7.2K (-21.3%) | 840.5K -238.9K (-22.1%) | 0.11% -0.030 pp | 0.00% -0.001 pp | USD38.05 -17.1% | 27 qtrs — |
| 46 | SWISS NATIONAL BANK | 26.4K +1.0K (+3.9%) | 831.9K +22.9K (+2.8%) | 0.11% +0.004 pp | 0.00% +0.000 pp | USD47.54 -33.7% | 51 qtrs — |
| 47 | UBS GROUP AG | 25.9K +1.9K (+7.9%) | 817.9K +51.5K (+6.7%) | 0.11% +0.008 pp | 0.00% +0.000 pp | USD36.62 -13.9% | 45 qtrs — |
| 48 | BANK OF AMERICA CORP /DE/ | 24.4K +6.7K (+38.1%) | 768.2K +205.9K (+36.6%) | 0.10% +0.028 pp | 0.00% +0.000 pp | USD36.86 -14.5% | 52 qtrs — |
| 49 | EXCHANGE TRADED CONCEPTS, LLC | 23.5K -690.0 (-2.8%) | 742.4K -30.0K (-3.9%) | 0.10% -0.003 pp | 0.01% -0.001 pp | USD35.71 -11.7% | 4 qtrs — |
| 50 | ALLIANZ ASSET MANAGEMENT GMBH | 20.6K +20.6K (+100.0%) | 650.7K +650.7K (+100.0%) | 0.09% +0.085 pp | 0.00% +0.001 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 51 | SARGENT INVESTMENT GROUP, LLC | 20.4K -2.9K (-12.5%) | 641.7K -99.3K (-13.4%) | 0.08% -0.012 pp | 0.08% -0.025 pp | USD41.59 -24.2% | 20 qtrs — |
| 52 | VOYA INVESTMENT MANAGEMENT LLC | 19.9K +336.0 (+1.7%) | 626.3K +4.0K (+0.6%) | 0.08% +0.001 pp | 0.00% +0.000 pp | USD38.16 -17.4% | 35 qtrs — |
| 53 | HORIZON INVESTMENTS, LLC | 19.8K +19.8K (+100.0%) | 614.0K +614.0K (+100.0%) | 0.08% +0.082 pp | 0.01% +0.008 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 54 | NOMURA ASSET MANAGEMENT CO LTD | 18.8K +1.9K (+11.2%) | 593.7K +54.2K (+10.0%) | 0.08% +0.008 pp | 0.00% +0.000 pp | USD43.74 -27.9% | 45 qtrs — |
| 55 | NEW YORK STATE COMMON RETIREMENT FUND | 18.6K +7.3K (+64.6%) | 586.4K +226.3K (+62.9%) | 0.08% +0.030 pp | 0.00% +0.000 pp | USD36.97 -14.7% | 61 qtrs — |
| 56 | CREATIVE PLANNING | 18.0K +18.0K (+100.0%) | 568.5K +568.5K (+100.0%) | 0.07% +0.075 pp | 0.00% +0.000 pp | USD31.53 +0.0% | 3 qtrs — |
| 57 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 17.5K +2.6K (+17.6%) | 552.0K +85.0K (+18.2%) | 0.07% +0.011 pp | 0.00% +0.000 pp | USD47.03 -33.0% | 49 qtrs — |
| 58 | ASSET MANAGEMENT ONE CO., LTD. | 17.5K +— (+0.0%) | 550.7K -5.6K (-1.0%) | 0.07% +0.000 pp | 0.00% 0.000 pp | USD42.93 -26.6% | 53 qtrs — |
| 59 | TWO SIGMA ADVISERS, LP | 16.3K -5.6K (-25.6%) | 513.9K -184.0K (-26.4%) | 0.07% -0.023 pp | 0.00% 0.000 pp | USD38.19 -17.4% | 10 qtrs — |
| 60 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 15.5K -5.0 (0.0%) | 489.5K -5.4K (-1.1%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD43.65 -27.8% | 52 qtrs — |
| 61 | QUEST PARTNERS LLC | 15.3K -2.3K (-13.1%) | 480.9K -78.2K (-14.0%) | 0.06% -0.010 pp | 0.03% -0.010 pp | USD36.24 -13.0% | 8 qtrs — |
| 62 | INSPIRE INVESTING, LLC | 14.9K +607.0 (+4.3%) | 468.5K +14.3K (+3.1%) | 0.06% +0.003 pp | 0.04% -0.002 pp | USD36.78 -14.3% | 20 qtrs — |
| 63 | MACKENZIE FINANCIAL CORP | 14.3K +14.3K (+100.0%) | 449.9K +449.9K (+100.0%) | 0.06% +0.059 pp | 0.00% +0.001 pp | USD31.53 +0.0% | 5 qtrs — |
| 64 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 13.5K +45.0 (+0.3%) | 423.0K -3.0K (-0.7%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD46.73 -32.5% | 37 qtrs — |
| 65 | ALLIANCEBERNSTEIN L.P. | 13.4K +— (+0.0%) | 420.9K -4.5K (-1.1%) | 0.06% +0.000 pp | 0.00% +0.000 pp | USD42.13 -25.2% | 61 qtrs — |
| 66 | DEUTSCHE BANK AG\ | 13.2K +689.0 (+5.5%) | 415.9K +17.5K (+4.4%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD35.30 -10.7% | 50 qtrs — |
| 67 | DEKABANK DEUTSCHE GIROZENTRALE | 10.4K +— (+0.0%) | 411.0K +89.0K (+27.6%) | 0.04% +0.000 pp | 0.00% +0.000 pp | USD35.27 -10.6% | 10 qtrs — |
| 68 | RUSSELL INVESTMENTS GROUP, LTD. | 13.0K +420.0 (+3.3%) | 410.7K +9.0K (+2.2%) | 0.05% +0.002 pp | 0.00% +0.000 pp | USD36.58 -13.8% | 13 qtrs — |
| 69 | XML FINANCIAL, LLC | 12.6K -5.0K (-28.4%) | 396.8K -163.6K (-29.2%) | 0.05% -0.021 pp | 0.03% -0.013 pp | USD38.02 -17.1% | 18 qtrs — |
| 70 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 12.2K -191.0 (-1.5%) | 384.6K -10.2K (-2.6%) | 0.05% -0.001 pp | 0.00% +0.000 pp | USD47.96 -34.3% | 59 qtrs — |
| 71 | PRUDENTIAL FINANCIAL INC | 12.0K -976.0 (-7.5%) | 378.9K -35.2K (-8.5%) | 0.05% -0.004 pp | 0.00% +0.000 pp | USD32.28 -2.3% | 61 qtrs — |
| 72 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 11.1K +— (+0.0%) | 351.8K -3.5K (-1.0%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD39.38 -19.9% | 58 qtrs — |
| 73 | FRANKLIN RESOURCES INC | 11.1K +— (+0.0%) | 350.1K -3.8K (-1.1%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD40.15 -21.5% | 18 qtrs — |
| 74 | — | 11.1K +11.1K (+100.0%) | 348.7K +348.7K (+100.0%) | 0.05% +0.046 pp | 0.25% +0.251 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 75 | SEI INVESTMENTS CO | 10.6K +10.6K (+100.0%) | 334.6K +334.6K (+100.0%) | 0.04% +0.044 pp | 0.00% +0.000 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 76 | GUGGENHEIM CAPITAL LLC | 10.4K +1.2K (+12.5%) | 327.3K +33.2K (+11.3%) | 0.04% +0.005 pp | 0.00% +0.000 pp | USD31.83 -0.9% | 2 qtrs — |
| 77 | JANE STREET GROUP, LLC | 9.7K +9.7K (+100.0%) | 305.7K +305.7K (+100.0%) | 0.04% +0.040 pp | 0.00% +0.000 pp | USD31.53 +0.0% | 9 qtrs — |
| 78 | EVERGREEN CAPITAL MANAGEMENT LLC | 9.5K +9.5K (+100.0%) | 299.5K +299.5K (+100.0%) | 0.04% +0.039 pp | 0.01% +0.007 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 79 | MERCER GLOBAL ADVISORS INC /ADV | 9.2K +9.2K (+100.0%) | 289.3K +289.3K (+100.0%) | 0.04% +0.038 pp | 0.00% +0.000 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 80 | BNP PARIBAS ARBITRAGE, SNC | 9.2K -1.4K (-13.5%) | 288.8K -48.7K (-14.4%) | 0.04% -0.006 pp | 0.00% +0.000 pp | USD36.70 -14.1% | 49 qtrs — |
| 81 | THRIVENT FINANCIAL FOR LUTHERANS | 8.6K -410.0 (-4.6%) | 270.0K -16.0K (-5.6%) | 0.04% -0.002 pp | 0.00% 0.000 pp | USD48.30 -34.7% | 74 qtrs — |
| 82 | IEQ CAPITAL, LLC | 8.5K +1.8K (+27.2%) | 267.3K +54.8K (+25.8%) | 0.04% +0.008 pp | 0.00% +0.000 pp | USD31.80 -0.8% | 6 qtrs — |
| 83 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.2K -1.0 (0.0%) | 258.7K -2.8K (-1.1%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD51.79 -39.1% | 33 qtrs — |
| 84 | FIRST TRUST ADVISORS LP | 8.1K +8.1K (+100.0%) | 256.9K +256.9K (+100.0%) | 0.03% +0.034 pp | 0.00% +0.000 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 85 | SG AMERICAS SECURITIES, LLC | 8.0K +1.0K (+15.0%) | 253.0K +31.0K (+14.0%) | 0.03% +0.004 pp | 0.00% 0.000 pp | USD31.83 -0.9% | 6 qtrs — |
| 86 | PHARVISION ADVISERS, LLC | 7.9K +7.9K (+100.0%) | 247.9K +247.9K (+100.0%) | 0.03% +0.033 pp | 0.13% +0.126 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 87 | PNC FINANCIAL SERVICES GROUP, INC. | 7.4K +1.7K (+29.2%) | 234.6K +51.1K (+27.8%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD33.76 -6.6% | 51 qtrs — |
| 88 | MARTINGALE ASSET MANAGEMENT L P | 7.4K -10.0K (-57.5%) | 233.5K -321.8K (-57.9%) | 0.03% -0.041 pp | 0.01% -0.008 pp | USD44.92 -29.8% | 18 qtrs — |
| 89 | NEWEDGE ADVISORS, LLC | 7.2K +7.2K (+100.0%) | 227.6K +227.6K (+100.0%) | 0.03% +0.030 pp | 0.00% +0.001 pp | USD31.53 +0.0% | 1 qtrs NEW |
| 90 | INCEPTIONR LLC | 7.0K +7.0K (+100.0%) | 220.3K +220.3K (+100.0%) | 0.03% +0.029 pp | 0.06% +0.061 pp | USD31.53 +0.0% | 3 qtrs — |
| 91 | GSA CAPITAL PARTNERS LLP | 6.9K -17.6K (-71.8%) | 217.0K -563.0K (-72.2%) | 0.03% -0.073 pp | 0.02% -0.046 pp | USD36.18 -12.9% | 13 qtrs — |
| 92 | ALPS ADVISORS INC | 6.9K -2.8K (-28.8%) | 216.9K -90.9K (-29.5%) | 0.03% -0.012 pp | 0.00% -0.001 pp | USD38.65 -18.4% | 13 qtrs — |
| 93 | ILLINOIS MUNICIPAL RETIREMENT FUND | 6.9K +96.0 (+1.4%) | 216.8K +722.0 (+0.3%) | 0.03% +0.000 pp | 0.00% +0.000 pp | USD34.92 -9.7% | 10 qtrs — |
| 94 | CITIGROUP INC | 6.7K -2.2K (-25.2%) | 209.7K -73.6K (-26.0%) | 0.03% -0.009 pp | 0.00% +0.000 pp | USD41.83 -24.6% | 55 qtrs — |
| 95 | JACOBS LEVY EQUITY MANAGEMENT, INC | 6.6K -1.6K (-19.4%) | 209.4K -53.3K (-20.3%) | 0.03% -0.007 pp | 0.00% 0.000 pp | USD35.27 -10.6% | 4 qtrs — |
| 96 | FMR LLC | 5.9K +2.6K (+78.0%) | 184.9K +79.9K (+76.2%) | 0.02% +0.011 pp | 0.00% +0.000 pp | USD35.08 -10.1% | 19 qtrs — |
| 97 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.7K -68.0 (-1.2%) | 180.4K -4.1K (-2.2%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD36.39 -13.4% | 7 qtrs — |
| 98 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5.6K -247.0 (-4.2%) | 176.0K -10.0K (-5.4%) | 0.02% -0.001 pp | 0.00% +0.000 pp | USD47.79 -34.0% | 51 qtrs — |
| 99 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 5.6K +1.2K (+28.1%) | 175.9K +37.1K (+26.7%) | 0.02% +0.005 pp | 0.00% +0.000 pp | USD38.72 -18.6% | 52 qtrs — |
| 100 | RESONA ASSET MANAGEMENT CO.,LTD. | 5.4K -32.0 (-0.6%) | 170.9K -216.0 (-0.1%) | 0.02% 0.000 pp | 0.00% +0.000 pp | USD37.21 -15.3% | 8 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco S&P SmallCap High Dividend Low Volatility ETF XSHD | 2.82% | 2.05M | 0.30% |
| 2 | ALPS REIT Dividend Dogs ETF RDOG | 2.20% | 249.8K | 0.35% |
| 3 | Hoya Capital High Dividend Yield ETF RIET | 1.23% | 1.32M | 0.50% |
| 4 | Principal Real Estate Active Opportunities ETF BYRE | 1.17% | 309.7K | 0.60% |
| 5 | Invesco S&P SmallCap Low Volatility ETF XSLV | 1.05% | 2.55M | 0.25% |
| 6 | ETC 6 Meridian Low Beta Equity ETF SIXL | 0.43% | 795.6K | 0.47% |
| 7 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.34% | 863.6K | 0.12% |
| 8 | Inspire Small/Mid Cap ETF ISMD | 0.19% | 640.6K | 0.53% |
| 9 | Innovator U.S. Small Cap Managed Floor ETF RFLR | 0.16% | 141.4K | 0.89% |
| 10 | TD Q U.S. Small-Mid-Cap Equity ETF TQSM.TO | 0.12% | 824.5K | 0.45% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 614 | 0.00 | — | 4,375 | D | ↗ |
| 2026-03-30 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 500 | 20.60 | 10.3K | 4,500 | D | ↗ |
| 2026-03-11 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Common Stock | 4,000 | 0.00 | — | 240,154 | D | ↗ |
| 2026-03-11 | Pearson David Todd | Director / Officer | M-Exempt | D | Performance Shares | 3,500 | 0.00 | — | 14,000 | D | ↗ |
| 2026-03-11 | Lotuff Patricia Saul | Director / Officer | M-Exempt | D | Performance Shares | 400 | 0.00 | — | 1,200 | D | ↗ |
| 2026-03-11 | Laycock Willoughby B. | Director / Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 4,370 | D | ↗ |
| 2026-03-11 | Heard Carlos Lawrence | Officer | A-Award | A | Common Stock | 400 | 0.00 | — | 5,931 | D | ↗ |
| 2026-03-11 | Hachey Donald A | Officer | A-Award | A | Common Stock | 300 | 0.00 | — | 4,278 | D | ↗ |
| 2026-03-11 | Guevara Bettina T. | Officer | M-Exempt | D | Performance Shares | 500 | 0.00 | — | 2,000 | D | ↗ |
| 2026-03-11 | Godby Lori | Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 1,416 | D | ↗ |
| 2026-03-11 | Garland Judith K. | Officer | A-Award | A | Common Stock | 250 | 0.00 | — | 3,489 | D | ↗ |
| 2026-03-11 | Friedman Joel Albert | Officer | A-Award | A | Common Stock | 400 | 0.00 | — | 6,010 | D | ↗ |
| 2026-03-11 | Friedlis Zachary Maxwell | Director / Officer | A-Award | A | Common Stock | 300 | 0.00 | — | 5,206 | D | ↗ |
| 2026-03-11 | Collich John | Officer | M-Exempt | D | Performance Shares | 300 | 0.00 | — | 900 | D | ↗ |
| 2026-01-05 | CLANCY GEORGE PATRICK JR | Director | M-Exempt | A | Common Stock | 3,690 | 31.50 | 116.2K | 20,605 | D | ↗ |
| 2026-01-02 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 634 | 0.00 | — | 7,380 | D | ↗ |
| 2025-11-20 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 300 | 20.55 | 6.2K | 4,000 | D | ↗ |
| 2025-11-18 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 600 | 20.35 | 12.2K | 3,700 | D | ↗ |
| 2025-11-17 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 600 | 20.54 | 12.3K | 3,100 | D | ↗ |
| 2025-11-14 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 450 | 20.50 | 9.2K | 2,500 | D | ↗ |
| 2025-11-13 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 450 | 20.60 | 9.3K | 2,050 | D | ↗ |
| 2025-11-12 | Pearson David Todd | Director / Officer | P-Purchase | A | Common Stock | 3,348 | 29.86 | 100.0K | 50,567 | D | ↗ |
| 2025-11-12 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 450 | 20.70 | 9.3K | 1,600 | D | ↗ |
| 2025-11-12 | Collich John | Officer | P-Purchase | A | Common Stock | 2,000 | 29.99 | 60.0K | 49,260 | D | ↗ |
| 2025-11-11 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 450 | 20.85 | 9.4K | 1,150 | D | ↗ |
| 2025-10-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 628 | 0.00 | — | 6,610 | D | ↗ |
| 2025-10-01 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 510 | 0.00 | — | 28,955 | D | ↗ |
| 2025-07-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 586 | 0.00 | — | 5,872 | D | ↗ |
| 2025-07-01 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 476 | 0.00 | — | 27,920 | D | ↗ |
| 2025-05-21 | Pearson David Todd | Director / Officer | P-Purchase | A | Common Stock | 1,362 | 32.96 | 44.9K | 47,165 | D | ↗ |
| 2025-05-21 | Guevara Bettina T. | Officer | P-Purchase | A | Common Stock | 210 | 33.00 | 6.9K | 5,792 | D | ↗ |
| 2025-05-20 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Common Stock | 46 | 33.81 | 1.6K | 16,915 | D | ↗ |
| 2025-05-17 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Common Stock | 274 | 34.39 | 9.4K | 217,671 | D | ↗ |
| 2025-05-17 | Pearson David Todd | Director / Officer | F-InKind | D | Common Stock | 1,206 | 34.39 | 41.5K | 45,642 | D | ↗ |
| 2025-05-17 | Lotuff Patricia Saul | Director / Officer | F-InKind | D | Common Stock | 152 | 34.39 | 5.2K | 20,206 | D | ↗ |
| 2025-05-17 | Laycock Willoughby B. | Director / Officer | F-InKind | D | Common Stock | 36 | 34.39 | 1.2K | 4,065 | D | ↗ |
| 2025-05-17 | Heard Carlos Lawrence | Officer | F-InKind | D | Common Stock | 131 | 34.39 | 4.5K | 4,699 | D | ↗ |
| 2025-05-17 | Hachey Donald A | Officer | F-InKind | D | Common Stock | 96 | 34.39 | 3.3K | 3,354 | D | ↗ |
| 2025-05-17 | Guevara Bettina T. | Officer | A-Award | A | Common Stock | 22 | 34.39 | 756.58 | 5,582 | D | ↗ |
| 2025-05-17 | Godby Lori | Officer | F-InKind | D | Common Stock | 34 | 34.39 | 1.2K | 1,116 | D | ↗ |
| 2025-05-17 | Garland Judith K. | Officer | F-InKind | D | Common Stock | 71 | 34.39 | 2.4K | 2,729 | D | ↗ |
| 2025-05-17 | Friedman Joel Albert | Officer | A-Award | A | Common Stock | 27 | 34.39 | 928.53 | 4,776 | D | ↗ |
| 2025-05-17 | Friedlis Zachary Maxwell | Director / Officer | F-InKind | D | Common Stock | 96 | 34.39 | 3.3K | 4,231 | D | ↗ |
| 2025-05-17 | COLLICH JOHN F | Officer | F-InKind | D | Common Stock | 98 | 34.39 | 3.4K | 45,561 | D | ↗ |
| 2025-05-14 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,821 | 33.22 | 93.7K | 217,397 | D | ↗ |
| 2025-05-13 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 7,179 | 33.59 | 241.2K | 214,576 | D | ↗ |
| 2025-05-09 | Sullivan Mark III | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 8,400 | D | ↗ |
| 2025-05-09 | Saul Andrew M. II | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 8,800 | D | ↗ |
| 2025-05-09 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Common Stock | 20,000 | 0.00 | — | 207,397 | D | ↗ |
| 2025-05-09 | Powell Earl A III | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 5,200 | D | ↗ |
| 2025-05-09 | Platts H. Gregory | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 6,900 | D | ↗ |
| 2025-05-09 | Pearson David Todd | Director / Officer | A-Award | A | Performance Shares | 17,500 | 0.00 | — | 17,500 | D | ↗ |
| 2025-05-09 | Lotuff Patricia Saul | Director / Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 20,358 | D | ↗ |
| 2025-05-09 | Leffall LaSalle D. III | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 4,000 | D | ↗ |
| 2025-05-09 | Laycock Willoughby B. | Director / Officer | A-Award | A | Performance Shares | 500 | 0.00 | — | 500 | D | ↗ |
| 2025-05-09 | Heard Carlos Lawrence | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 4,830 | D | ↗ |
| 2025-05-09 | Hachey Donald A | Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 3,450 | D | ↗ |
| 2025-05-09 | Guevara Bettina T. | Officer | A-Award | A | Performance Shares | 2,500 | 0.00 | — | 2,500 | D | ↗ |
| 2025-05-09 | Godby Lori | Officer | A-Award | A | Common Stock | 500 | 0.00 | — | 1,150 | D | ↗ |
| 2025-05-09 | Garland Judith K. | Officer | A-Award | A | Performance Shares | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2025-05-09 | Friedman Joel Albert | Officer | A-Award | A | Performance Shares | 2,000 | 0.00 | — | 2,000 | D | ↗ |
| 2025-05-09 | Friedlis Zachary Maxwell | Director / Officer | A-Award | A | Performance Shares | 1,500 | 0.00 | — | 1,500 | D | ↗ |
| 2025-05-09 | COLLICH JOHN F | Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 45,659 | D | ↗ |
| 2025-05-09 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 16,869 | D | ↗ |
| 2025-05-09 | CHAPOTON JOHN E | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 11,466 | D | ↗ |
| 2025-05-09 | CARACI PHILIP D | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 53,416 | D | ↗ |
| 2025-04-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 554 | 0.00 | — | 5,188 | D | ↗ |
| 2025-04-01 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 451 | 0.00 | — | 26,937 | D | ↗ |
| 2025-03-06 | SAUL B FRANCIS II | Director / Officer / 10% Owner | M-Exempt | A | Common Stock | 4,000 | 0.00 | — | 179,824 | D | ↗ |
| 2025-03-06 | Pearson David Todd | Director / Officer | M-Exempt | A | Common Stock | 3,500 | 0.00 | — | 27,308 | D | ↗ |
| 2025-03-06 | Lotuff Patricia Saul | Director / Officer | M-Exempt | D | Performance Shares | 400 | 0.00 | — | 1,600 | D | ↗ |
| 2025-03-06 | Laycock Willoughby B. | Director / Officer | A-Award | A | Common Stock | 50 | 0.00 | — | 3,601 | D | ↗ |
| 2025-03-06 | Heard Carlos Lawrence | Officer | M-Exempt | A | Common Stock | 400 | 0.00 | — | 2,623 | D | ↗ |
| 2025-03-06 | Hachey Donald A | Officer | M-Exempt | A | Common Stock | 300 | 0.00 | — | 1,800 | D | ↗ |
| 2025-03-06 | Guevara Bettina T. | Officer | A-Award | A | Common Stock | 250 | 0.00 | — | 3,250 | D | ↗ |
| 2025-03-06 | Godby Lori | Officer | A-Award | A | Common Stock | 50 | 0.00 | — | 650 | D | ↗ |
| 2025-03-06 | Garland Judith K. | Officer | A-Award | A | Common Stock | 100 | 0.00 | — | 1,300 | D | ↗ |
| 2025-03-06 | Friedman Joel Albert | Officer | A-Award | A | Common Stock | 200 | 0.00 | — | 2,746 | D | ↗ |
| 2025-03-06 | Friedlis Zachary Maxwell | Director / Officer | A-Award | A | Common Stock | 150 | 0.00 | — | 2,811 | D | ↗ |
| 2025-03-06 | COLLICH JOHN F | Officer | A-Award | A | Common Stock | 150 | 0.00 | — | 43,380 | D | ↗ |
| 2025-01-08 | CLANCY GEORGE PATRICK JR | Director | M-Exempt | D | Phantom Stock | 2,278 | 0.00 | — | 4,558 | D | ↗ |
| 2025-01-02 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 515 | 0.00 | — | 6,836 | D | ↗ |
| 2025-01-02 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 419 | 0.00 | — | 26,053 | D | ↗ |
| 2024-12-31 | Saul Andrew M. II | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | SAUL B FRANCIS II | Director / Officer / 10% Owner | — | — | Common Stock | 0 | 0.00 | — | 163,576 | I | ↗ |
| 2024-12-31 | Lotuff Patricia Saul | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-31 | Laycock Willoughby B. | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 250 | I | ↗ |
| 2024-12-17 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 300 | 21.69 | 6.5K | 700 | D | ↗ |
| 2024-10-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 477 | 0.00 | — | 6,225 | D | ↗ |
| 2024-10-01 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 387 | 0.00 | — | 25,246 | D | ↗ |
| 2024-09-27 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 200 | 23.25 | 4.7K | 400 | D | ↗ |
| 2024-07-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 544 | 0.00 | — | 5,663 | — | ↗ |
| 2024-07-01 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 442 | 0.00 | — | 24,488 | — | ↗ |
| 2024-05-17 | Sullivan Mark III | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 6,400 | — | ↗ |
| 2024-05-17 | Saul Andrew M. II | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 3,800 | — | ↗ |
| 2024-05-17 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Common Stock | 20,000 | 0.00 | — | 170,426 | — | ↗ |
| 2024-05-17 | Powell Earl A III | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 3,200 | — | ↗ |
| 2024-05-17 | Platts H. Gregory | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 4,900 | — | ↗ |
| 2024-05-17 | Pearson David Todd | Director / Officer | A-Award | A | Performance Shares | 17,500 | 0.00 | — | 17,500 | — | ↗ |
| 2024-05-17 | Lotuff Patricia Saul | Director / Officer | A-Award | A | Performance Shares | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-05-17 | Leffall LaSalle D. III | Director | — | D | No securities benefically owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-17 | Laycock Willoughby B. | Director / Officer | A-Award | A | Performance Shares | 500 | 0.00 | — | 500 | — | ↗ |
| 2024-05-17 | Lansdale James Page | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 2,576 | — | ↗ |
| 2024-05-17 | Heard Carlos Lawrence | Officer | A-Award | A | Common Stock | 2,000 | 0.00 | — | 2,219 | — | ↗ |
| 2024-05-17 | Hachey Donald A | Officer | A-Award | A | Performance Shares | 1,500 | 0.00 | — | 1,500 | — | ↗ |
| 2024-05-17 | Guevara Bettina T. | Officer | A-Award | A | Common Stock | 2,500 | 0.00 | — | 2,500 | — | ↗ |
| 2024-05-17 | Godby Lori | Officer | A-Award | A | Performance Shares | 500 | 0.00 | — | 500 | — | ↗ |
| 2024-05-17 | Garland Judith K. | Officer | A-Award | A | Performance Shares | 1,000 | 0.00 | — | 1,000 | — | ↗ |
| 2024-05-17 | Friedman Joel Albert | Officer | A-Award | A | Performance Shares | 2,000 | 0.00 | — | 2,000 | — | ↗ |
| 2024-05-17 | Friedlis Zachary Maxwell | Director / Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 2,321 | — | ↗ |
| 2024-05-17 | COLLICH JOHN F | Officer | A-Award | A | Common Stock | 1,500 | 0.00 | — | 39,539 | — | ↗ |
| 2024-05-17 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 12,591 | — | ↗ |
| 2024-05-17 | CHAPOTON JOHN E | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 9,466 | — | ↗ |
| 2024-05-17 | CARACI PHILIP D | Director | A-Award | A | Common Stock | 2,000 | 0.00 | — | 51,416 | — | ↗ |
| 2024-05-07 | Heard Carlos Lawrence | Officer | P-Purchase | A | Series D Preferred Stock | 200 | 20.75 | 4.2K | 200 | — | ↗ |
| 2024-05-07 | Friedlis Zachary Maxwell | Director / Officer | P-Purchase | A | Series D Preferred Stock | 600 | 20.84 | 12.5K | 3,271 | — | ↗ |
| 2024-04-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 526 | 0.00 | — | 5,034 | — | ↗ |
| 2024-04-01 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 428 | 0.00 | — | 23,649 | — | ↗ |
| 2024-03-15 | Pearson David Todd | Director / Officer | P-Purchase | A | Common Shares | 2,300 | 36.52 | 84.0K | 6,204 | — | ↗ |
| 2024-03-07 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 1,400 | 37.84 | 53.0K | 148,106 | — | ↗ |
| 2024-03-07 | Lansdale James Page | Director | S-Sale | D | Common Shares | 722 | 37.84 | 27.3K | 576 | — | ↗ |
| 2024-03-06 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 8,600 | 37.80 | 325.1K | 146,706 | — | ↗ |
| 2024-03-06 | Lansdale James Page | Director | S-Sale | D | Common Shares | 5,502 | 37.89 | 208.5K | 1,298 | — | ↗ |
| 2024-01-10 | Guevara Bettina T. | Officer | — | D | No securities beneficially owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-10 | Friedlis Zachary Maxwell | Director / Officer | — | — | Series D Preferred Stock | 0 | 0.00 | — | 2,671 | D | ↗ |
| 2024-01-09 | CLANCY GEORGE PATRICK JR | Director | M-Exempt | D | Phantom Stock | 1,479 | 0.00 | — | 4,438 | — | ↗ |
| 2024-01-02 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Phantom Stock | 31 | 0.00 | — | 45,134 | — | ↗ |
| 2024-01-02 | Laycock Willoughby B. | Director / Officer | A-Award | A | Phantom Stock | 31 | 0.00 | — | 3,569 | — | ↗ |
| 2024-01-02 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 92 | 0.00 | — | 5,917 | — | ↗ |
| 2024-01-02 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 31 | 0.00 | — | 22,863 | — | ↗ |
| 2023-10-02 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Phantom Stock | 179 | 0.00 | — | 44,320 | — | ↗ |
| 2023-10-02 | Laycock Willoughby B. | Director / Officer | A-Award | A | Phantom Stock | 179 | 0.00 | — | 3,477 | — | ↗ |
| 2023-10-02 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 284 | 0.00 | — | 5,725 | — | ↗ |
| 2023-10-02 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 179 | 0.00 | — | 22,436 | — | ↗ |
| 2023-09-21 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,097 | 36.44 | 76.4K | 135,188 | — | ↗ |
| 2023-09-20 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 7,903 | 37.08 | 293.0K | 133,091 | — | ↗ |
| 2023-08-10 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 3,558 | 38.14 | 135.7K | 125,188 | — | ↗ |
| 2023-08-09 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,262 | 37.55 | 84.9K | 121,630 | — | ↗ |
| 2023-08-09 | CLANCY GEORGE PATRICK JR | Director | M-Exempt | D | Phantom Stock | 1,360 | 0.00 | — | 5,440 | — | ↗ |
| 2023-08-08 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 4,180 | 37.49 | 156.7K | 119,368 | — | ↗ |
| 2023-07-03 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Phantom Stock | 199 | 0.00 | — | 43,461 | — | ↗ |
| 2023-07-03 | Laycock Willoughby B. | Director / Officer | A-Award | A | Phantom Stock | 199 | 0.00 | — | 3,247 | — | ↗ |
| 2023-07-03 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 298 | 0.00 | — | 6,696 | — | ↗ |
| 2023-07-03 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 199 | 0.00 | — | 21,914 | — | ↗ |
| 2023-05-18 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 750 | 35.18 | 26.4K | 114,166 | — | ↗ |
| 2023-05-12 | Sullivan Mark III | Director | A-Award | A | Common Shares | 200 | 0.00 | — | 4,400 | — | ↗ |
| 2023-05-12 | Saul Andrew M. II | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-12 | SHERREN CHARLES W JR | Officer | A-Award | A | Employee Stock Option | 10,000 | 33.79 | 337.9K | 10,000 | — | ↗ |
| 2023-05-12 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Director Stock Option | 2,500 | 33.79 | 84.5K | 2,500 | — | ↗ |
| 2023-05-12 | Powell Earl A III | Director | A-Award | A | Director Stock Option | 2,500 | 33.79 | 84.5K | 2,500 | — | ↗ |
| 2023-05-12 | Platts H. Gregory | Director | A-Award | A | Common Shares | 200 | 0.00 | — | 2,900 | — | ↗ |
| 2023-05-12 | Pearson David Todd | Director / Officer | A-Award | A | Director Stock Option | 2,500 | 33.79 | 84.5K | 2,500 | — | ↗ |
| 2023-05-12 | NETTER CHRISTOPHER | Officer | A-Award | A | Employee Stock Option | 25,000 | 33.79 | 844.8K | 25,000 | — | ↗ |
| 2023-05-12 | Lotuff Patricia Saul | Director | A-Award | A | Common Shares | 200 | 0.00 | — | 23,441 | — | ↗ |
| 2023-05-12 | Laycock Willoughby B. | Director / Officer | A-Award | A | Employee Stock Option | 10,000 | 33.79 | 337.9K | 10,000 | — | ↗ |
| 2023-05-12 | Lansdale James Page | Director | A-Award | A | Director Stock Option | 2,500 | 33.79 | 84.5K | 2,500 | — | ↗ |
| 2023-05-12 | Kearns Christine Nicolaides | Officer | A-Award | A | Employee Stock Option | 25,000 | 33.79 | 844.8K | 25,000 | — | ↗ |
| 2023-05-12 | Heard Carlos Lawrence | Officer | A-Award | A | Employee Stock Option | 15,000 | 33.79 | 506.9K | 15,000 | — | ↗ |
| 2023-05-12 | Hachey Donald A | Officer | A-Award | A | Employee Stock Option | 15,000 | 33.79 | 506.9K | 15,000 | — | ↗ |
| 2023-05-12 | Guevara Bettina T. | Officer | — | D | Employee Stock Option | 4,000 | 33.79 | 135.2K | 0 | — | ↗ |
| 2023-05-12 | Godby Lori | Officer | A-Award | A | Employee Stock Option | 5,000 | 33.79 | 169.0K | 5,000 | — | ↗ |
| 2023-05-12 | Garland Judith K. | Officer | A-Award | A | Employee Stock Option | 10,000 | 33.79 | 337.9K | 10,000 | — | ↗ |
| 2023-05-12 | Friedman Joel Albert | Officer | A-Award | A | Employee Stock Option | 20,000 | 33.79 | 675.8K | 20,000 | — | ↗ |
| 2023-05-12 | COLLICH JOHN F | Officer | A-Award | A | Employee Stock Option | 20,000 | 33.79 | 675.8K | 20,000 | — | ↗ |
| 2023-05-12 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Common Stock | 200 | 0.00 | — | 7,752 | — | ↗ |
| 2023-05-12 | CHAPOTON JOHN E | Director | A-Award | A | Common Stock | 200 | 0.00 | — | 7,666 | — | ↗ |
| 2023-05-12 | CARACI PHILIP D | Director | A-Award | A | Common Shares | 200 | 0.00 | — | 49,416 | — | ↗ |
| 2023-05-10 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 4,855 | 33.49 | 162.6K | 123,216 | — | ↗ |
| 2023-05-09 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 5,145 | 33.29 | 171.3K | 118,361 | — | ↗ |
| 2023-05-09 | Pearson David Todd | Officer | P-Purchase | A | Common Shares | 3,500 | 33.00 | 115.5K | 3,530 | — | ↗ |
| 2023-05-09 | Heard Carlos Lawrence | Officer | P-Purchase | A | Common Shares | 100 | 32.75 | 3.3K | 206 | — | ↗ |
| 2023-04-03 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Phantom Stock | 160 | 0.00 | — | 42,543 | — | ↗ |
| 2023-04-03 | Laycock Willoughby B. | Director / Officer | A-Award | A | Phantom Stock | 160 | 0.00 | — | 2,997 | — | ↗ |
| 2023-04-03 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 223 | 0.00 | — | 6,292 | — | ↗ |
| 2023-04-03 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 160 | 0.00 | — | 21,354 | — | ↗ |
| 2023-03-23 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 10,000 | 36.35 | 363.5K | 101,501 | — | ↗ |
| 2023-03-16 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 2,835 | 36.84 | 104.4K | 91,501 | — | ↗ |
| 2023-03-14 | SAUL B FRANCIS II | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 7,165 | 37.10 | 265.8K | 88,666 | — | ↗ |
| 2023-03-09 | Lotuff Patricia Saul | Director | — | D | Common Shares | 0 | 0.00 | — | 23,241 | — | ↗ |
| 2023-01-03 | SAUL B FRANCIS II | Officer | A-Award | A | Phantom Stock | 152 | 40.70 | 6.2K | 41,783 | — | ↗ |
| 2023-01-03 | Laycock Willoughby B. | Officer | A-Award | A | Phantom Stock | 152 | 40.70 | 6.2K | 2,797 | — | ↗ |
| 2023-01-03 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 242 | 40.70 | 9.9K | 5,982 | — | ↗ |
| 2023-01-03 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 152 | 40.70 | 6.2K | 20,894 | — | ↗ |
| 2022-12-20 | COLLICH JOHN F | Officer | A-Award | A | Series E Preferred Stock | 873 | 19.30 | 16.8K | 873 | — | ↗ |
| 2022-10-03 | SAUL B FRANCIS II | Officer | A-Award | A | Phantom Stock | 167 | 37.21 | 6.2K | 41,021 | — | ↗ |
| 2022-10-03 | Laycock Willoughby B. | Officer | A-Award | A | Phantom Stock | 167 | 37.21 | 6.2K | 2,606 | — | ↗ |
| 2022-10-03 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 265 | 37.21 | 9.8K | 5,656 | — | ↗ |
| 2022-10-03 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 167 | 37.21 | 6.2K | 20,438 | — | ↗ |
| 2022-07-08 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Phantom Stock | 25 | 0.00 | — | 40,385 | — | ↗ |
| 2022-07-08 | Laycock Willoughby B. | Director / Officer | A-Award | A | Phantom Stock | 25 | 0.00 | — | 2,411 | — | ↗ |
| 2022-07-08 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 50 | 48.10 | 2.4K | 5,330 | — | ↗ |
| 2022-07-08 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 25 | 0.00 | — | 20,038 | — | ↗ |
| 2022-07-01 | SAUL B FRANCIS II | Director / Officer / 10% Owner | A-Award | A | Phantom Stock | 154 | 0.00 | — | 40,360 | — | ↗ |
| 2022-07-01 | Laycock Willoughby B. | Officer | A-Award | A | Phantom Stock | 154 | 48.10 | 7.4K | 2,386 | — | ↗ |
| 2022-07-01 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Phantom Stock | 256 | 48.10 | 12.3K | 5,279 | — | ↗ |
| 2022-07-01 | CHAPOTON JOHN E | Director | A-Award | A | Phantom Stock | 154 | 0.00 | — | 20,013 | — | ↗ |
| 2022-07-01 | CARACI PHILIP D | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-06-23 | CLANCY GEORGE PATRICK JR | Director | A-Award | A | Common Shares | 1,203 | 44.10 | 53.1K | 7,552 | — | ↗ |
| 2022-05-25 | SAUL B FRANCIS II | Officer | P-Purchase | A | Common Shares | 1,250 | 48.18 | 60.2K | 79,352 | — | ↗ |
| 2022-05-20 | Heard Carlos Lawrence | Officer | P-Purchase | A | Common Shares | 100 | 45.25 | 4.5K | 100 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2014 | J. Page Lansdale President and Chief Operating Officer | 482.7K | 75.0K | — | 238.2K | — | 45.9K | 846.1K | 28.15% | ↗ |
| 2 | 2014 | Christopher H. Netter Senior Vice President- Leasing | 410.5K | 62.4K | — | 158.8K | — | 42.7K | 690.1K | 23.01% | ↗ |
| 3 | 2014 | Scott V. Schneider Senior Vice President- Chief Financial Officer | 410.5K | 62.4K | — | 158.8K | — | 42.7K | 689.2K | 23.04% | ↗ |
| 4 | 2014 | John F. Collich Senior Vice President- Acquisitions and Development | 383.5K | 58.4K | — | 158.8K | — | 40.8K | 651.9K | 24.36% | ↗ |
| 5 | 2014 | Thomas H. McCormick President and Chief Operating Officer | 541.2K | — | — | — | — | 20.7K | 575.3K | 0.00% | ↗ |
| 6 | 2014 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 25.0K | — | — | — | 53.5K | 233.9K | 0.00% | ↗ |
| 7 | 2013 | Thomas H. McCormick President and Chief Operating Officer | 510.2K | 82.5K | — | 276.8K | — | 92.7K | 973.5K | 28.43% | ↗ |
| 8 | 2013 | J. Page Lansdale President and Chief Operating Officer | 427.5K | 67.5K | — | 207.6K | — | 29.7K | 734.2K | 28.28% | ↗ |
| 9 | 2013 | Christopher H. Netter Senior Vice President- Leasing | 395.8K | 60.0K | — | 138.4K | — | 41.6K | 650.7K | 21.27% | ↗ |
| 10 | 2013 | Scott V. Schneider Senior Vice President- Chief Financial Officer | 395.8K | 60.0K | — | 138.4K | — | 41.6K | 649.8K | 21.30% | ↗ |
| 11 | 2013 | John F. Collich Senior Vice President- Acquisitions and Development | 365.3K | 56.0K | — | 138.4K | — | 39.6K | 608.9K | 22.73% | ↗ |
| 12 | 2013 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 25.0K | — | — | — | 66.2K | 245.8K | 0.00% | ↗ |
| 13 | 2012 | B. Francis Saul III President | 416.0K | — | — | 813.8K | — | 232.7K | 1.52M | 53.60% | ↗ |
| 14 | 2012 | Christopher H. Netter Senior Vice President- Leasing | 383.0K | 58.2K | — | 93.9K | — | 40.8K | 591.2K | 15.88% | ↗ |
| 15 | 2012 | Christopher H. Netter Senior Vice President-Leasing | 383.0K | 58.2K | — | 93.9K | — | 40.8K | 591.2K | 15.88% | ↗ |
| 16 | 2012 | Scott V. Schneider Senior Vice President- Chief Financial Officer | 383.0K | 58.2K | — | 93.9K | — | 40.8K | 590.3K | 15.91% | ↗ |
| 17 | 2012 | Scott V. Schneider Senior Vice President-Chief Financial Officer | 383.0K | 58.2K | — | 93.9K | — | 40.8K | 590.3K | 15.91% | ↗ |
| 18 | 2012 | John F. Collich Senior Vice President- Acquisitions and Development | 344.3K | 52.6K | — | 93.9K | — | 38.1K | 538.8K | 17.43% | ↗ |
| 19 | 2012 | John F. Collich Senior Vice President Acquisitions and Development | 344.3K | 52.6K | — | 93.9K | — | 38.1K | 538.8K | 17.43% | ↗ |
| 20 | 2012 | Thomas H. McCormick President and Chief Operating Officer | 353.7K | 62.3K | — | 62.6K | — | 32.4K | 520.6K | 12.02% | ↗ |
| 21 | 2012 | Thomas H. McCormick President and Chief Operating Officer | 353.7K | 62.3K | — | 62.6K | — | 32.4K | 520.6K | 12.02% | ↗ |
| 22 | 2012 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 25.0K | — | — | — | 59.2K | 241.2K | 0.00% | ↗ |
| 23 | 2012 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 25.0K | — | — | — | 59.2K | 241.2K | 0.00% | ↗ |
| 24 | 2012 | J. Page Lansdale President and Chief Operating Officer | 103.7K | 57.8K | — | 15.7K | — | 9.7K | 186.8K | 8.38% | ↗ |
| 25 | 2011 | B. Francis Saul III President | 570.8K | 116.0K | — | 336.4K | — | 99.6K | 1.18M | 28.59% | ↗ |
| 26 | 2011 | Scott V. Schneider Senior Vice President-Chief Financial Officer | 369.6K | 56.0K | — | 126.2K | — | 39.8K | 605.4K | 20.84% | ↗ |
| 27 | 2011 | Christopher H. Netter Senior Vice President-Leasing | 369.6K | 56.0K | — | 126.2K | — | 39.8K | 605.3K | 20.84% | ↗ |
| 28 | 2011 | John F. Collich Senior Vice President Acquisitions and Development | 328.0K | 49.7K | — | 126.2K | — | 36.9K | 550.2K | 22.93% | ↗ |
| 29 | 2011 | Thomas H. McCormick President and Chief Operating Officer | 331.4K | 46.5K | — | 84.1K | — | 21.4K | 491.4K | 17.12% | ↗ |
| 30 | 2011 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 25.0K | — | — | — | 67.4K | 249.6K | 0.00% | ↗ |
| 31 | 2010 | B. Francis Saul III President | 540.2K | 110.0K | — | — | — | 94.9K | 794.5K | 0.00% | ↗ |
| 32 | 2010 | Christopher H. Netter Senior Vice President-Leasing | 359.7K | 54.3K | — | — | — | 39.1K | 466.8K | 0.00% | ↗ |
| 33 | 2010 | Scott V. Schneider Senior Vice President-Chief Financial Officer | 359.7K | 54.3K | — | — | — | 39.1K | 465.8K | 0.00% | ↗ |
| 34 | 2010 | John F. Collich Senior Vice President Acquisitions and Development | 319.2K | 48.2K | — | — | — | 36.3K | 412.4K | 0.00% | ↗ |
| 35 | 2010 | Thomas H. McCormick President and Chief Operating Officer | 327.9K | 46.5K | — | — | — | 21.2K | 401.2K | 0.00% | ↗ |
| 36 | 2010 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 25.0K | — | — | — | 64.9K | 246.2K | 0.00% | ↗ |
| 37 | 2005 | B. Francis Saul III President | 366.2K | 30.4K | 40.0K | — | — | 23.8K | 460.3K | 8.69% | ↗ |
| 38 | 2005 | Christopher H. Netter Senior Vice President Leasing | 282.0K | 43.5K | 15.0K | — | — | 22.9K | 363.4K | 4.13% | ↗ |
| 39 | 2005 | Scott V. Schneider Senior Vice President Chief Financial Officer | 281.7K | 43.5K | 15.0K | — | — | 22.8K | 363.0K | 4.13% | ↗ |
| 40 | 2005 | John F. Collich Senior Vice President Retail Development | 242.7K | 37.5K | 15.0K | — | — | 19.8K | 315.0K | 4.76% | ↗ |
| 41 | 2005 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 10.0K | — | — | — | 8.1K | 143.1K | 0.00% | ↗ |
| 42 | 2004 | B. Francis Saul III President | 326.2K | 27.2K | 40.0K | — | — | 17.1K | 410.5K | 9.74% | ↗ |
| 43 | 2004 | Christopher H. Netter Senior Vice President Leasing | 262.8K | 18.7K | 15.0K | — | — | 21.0K | 317.5K | 4.72% | ↗ |
| 44 | 2004 | Scott V. Schneider Senior Vice President Chief Financial Officer | 261.8K | 18.6K | 15.0K | — | — | 20.0K | 315.4K | 4.76% | ↗ |
| 45 | 2004 | John F. Collich Senior Vice President Retail Development | 224.8K | 34.4K | 15.0K | — | — | 18.3K | 292.5K | 5.13% | ↗ |
| 46 | 2004 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 10.0K | — | — | — | 6.4K | 141.4K | 0.00% | ↗ |
| 47 | 2003 | B. Francis Saul III President | 286.5K | 24.0K | 80.0K | — | — | 13.2K | 403.7K | 19.82% | ↗ |
| 48 | 2003 | Christopher H. Netter Senior Vice President Leasing | 251.1K | 17.9K | 30.0K | — | — | 20.0K | 319.1K | 9.40% | ↗ |
| 49 | 2003 | Scott V. Schneider Senior Vice President Chief Financial Officer | 246.4K | 17.7K | 30.0K | — | — | 20.7K | 314.8K | 9.53% | ↗ |
| 50 | 2003 | John F. Collich Senior Vice President Retail Development | 213.6K | 32.6K | 30.0K | — | — | 17.4K | 293.6K | 10.22% | ↗ |
| 51 | 2003 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 10.0K | — | — | — | 6.4K | 141.4K | 0.00% | ↗ |
| 52 | 2002 | B. Francis Saul III President | 260.0K | 18.2K | — | — | — | 11.9K | 290.1K | 0.00% | ↗ |
| 53 | 2002 | Christopher H. Netter Senior Vice President Leasing | 243.5K | 17.0K | — | — | — | 23.1K | 283.7K | 0.00% | ↗ |
| 54 | 2002 | Scott V. Schneider Senior Vice President Chief Financial Officer | 233.5K | 16.3K | — | — | — | 19.8K | 269.6K | 0.00% | ↗ |
| 55 | 2002 | John F. Collich Senior Vice President Retail Development | 203.0K | 31.1K | — | — | — | 14.8K | 248.9K | 0.00% | ↗ |
| 56 | 2002 | B. Francis Saul II Chairman and Chief Executive Officer | 125.0K | 10.0K | — | — | — | 6.4K | 141.4K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Todd Pearson | President, Chief Operating Officer & Director | 1M | male |
| Carlos L. Heard | Senior Vice President & Chief Financial Officer | 680.8K | male |
| Zachary Friedlis | Senior Vice President & Director of Retail Leasing | 676.7K | male |
| John F. Collich | Senior Vice President and Chief Acquisitions & Development Officer | 648.1K | male |
| Bernard Francis Saul | Chairman & Chief Executive Officer | 159.0K | male |
| Willoughby Laycock | Senior Vice President of Residential Design & Market Research and Director | 26.0K | female |
| Donald A. Hachey | Senior Vice President & Chief Construction Officer | — | male |
| Joel Albert Friedman | Executive Vice President, Chief Accounting Officer & Treasurer | — | male |
| Brian T. Downey | Senior Vice President of Development | — | male |
| Keith Brown | Senior Vice President & Chief Information Officer | — | male |
| Ken Kovach | Senior Vice President of Human Resources | — | — |
| Dee Dee Russo | Shareholder Relations Representative | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-07-12 | 2023-08-13 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
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Community Opinion for BFS
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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