Brookdale Senior Living Inc. (BKD)
Brentwood, TN, US
Brookdale Senior Living Inc., founded in 2005 and based in Brentwood, Tennessee, specializes in the ownership, operation, and management of senior residential communities across the United States. Its services are structured into three distinct divisions. The Independent Living division oversees properties that integrate both independent and assisted living units within a single community, primarily serving middle to upper-income seniors. The Assisted Living and Memory Care segment provides residential solutions through both multi-story and single-story properties, offering housing alongside 24-hour assistance with daily activities for residents. This segment also includes specialized memory care facilities for individuals living with Alzheimer's disease and other forms of dementia. Lastly, the Continuing Care Retirement Communities (CCRCs) segment features properties that offer a comprehensive range of living options, including independent living, assisted living, memory care, and skilled nursing, designed to accommodate varying levels of physical ability and healthcare requirements. In addition to its proprietary portfolio, Brookdale also manages senior living communities on behalf of external clients. As of December 31, 2021, the company's extensive network included 347 owned communities, 299 leased facilities, and 33 communities managed for other organizations.
3 articles
- Brookdale Senior Q2'26 Sneak Peek: Occupancy Volume Rises to 82.4% Zacks Investment Research
- Brookdale Reports June 2026 Occupancy PRNewsWire
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Emeritus | ESC | 2014-05-22 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.33% | -5.67% | -4.56% | -21.38% | +25.53% | +20.30% | +87.57% | +251.76% | +85.43% | -25.23% | -48.96% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 3 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
18.00
+23.5%
|
| Last Quarter | 1 |
18.00
+23.5%
|
| Last Year | 7 |
14.71
+0.9%
|
| All Time | 10 |
12.50
-14.2%
|
-
Revenue growth Medical - Care Facilities: +10.2%+4.8% Q1'26: -2.0% (vs Q1'25)
-
EPS growth Medical - Care Facilities: +19.2%-24.7% Q1'26: +89.7% (vs Q1'25)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%-8.4% Q1'26: -3.3% (vs Q1'25)
-
EBIT margin Medical - Care Facilities: +11.3%-0.4% Q1'26: +7.0% (vs Q1'25)
-
ROIC Medical - Care Facilities: +6.8%-0.2% Q1'26: +3.9% (vs Q1'25)
-
Share dilution Medical - Care Facilities: +0.0%+3.0% Q1'26: +3.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×19.17× Q1'26: 10.86× (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 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
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Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.02B
est: 3.30B (-38.7%)
|
2.21B
est: 2.19B (+1.1%)
|
2.46B
est: 742.89M (+230.9%)
|
2.44B
est: 492.11M (+396.6%)
|
2.55B
est: 3.82B (-33.3%)
|
3.34B
est: 4.92B (-32.0%)
|
4.24B
est: 4.97B (-14.8%)
|
4.24B
est: 4.99B (-15.0%)
|
3.86B
est: 4.73B (-18.5%)
|
3.52B
est: 4.53B (-22.3%)
|
4.06B
est: 4.08B (-0.4%)
|
3.02B
est: 3.42B (-11.6%)
|
2.75B
est: 2.76B (-0.5%)
|
2.74B
est: 2.82B (-2.7%)
|
2.87B
est: 2.92B (-1.9%)
|
2.98B
est: 3.13B (-4.6%)
|
3.12B
est: 3.21B (-2.5%)
|
3.00B
2.99B – 3.02B
-6.3% YoY
|
3.11B
3.09B – 3.14B
+3.7% YoY
|
3.24B
3.23B – 3.25B
+4.0% YoY
|
| EBITDA |
324.98M
est: 357.30M (-9.0%)
|
366.69M
est: 335.49M (+9.3%)
|
387.98M
est: 93.03M (+317.1%)
|
373.45M
est: 61.63M (+506.0%)
|
427.44M
est: 1.21B (-64.8%)
|
605.08M
est: 1.81B (-66.6%)
|
811.69M
est: 544.44M (+49.1%)
|
803.14M
est: 505.76M (+58.8%)
|
636.09M
est: -355.51M (+278.9%)
|
505.10M
est: -534.92M (+194.4%)
|
361.28M
est: 328.72M (+9.9%)
|
256.69M
est: 428.41M (-40.1%)
|
425.07M
est: 559.21M (-24.0%)
|
319.92M
est: 917.83M (-65.1%)
|
369.29M
est: 381.24M (-3.1%)
|
420.80M
est: 407.97M (+3.1%)
|
347.65M
est: 418.41M (-16.9%)
|
391.98M
390.70M – 393.50M
-6.3% YoY
|
406.34M
403.43M – 409.51M
+3.7% YoY
|
422.73M
421.36M – 424.37M
+4.0% YoY
|
| EBIT |
29.69M
est: 50.27M (-40.9%)
|
65.39M
est: 74.84M (-12.6%)
|
119.48M
est: 551.34M (-78.3%)
|
121.17M
est: 1.31M (+9,156.1%)
|
158.68M
est: 371.79M (-57.3%)
|
71.49M
est: -762.72M (+109.4%)
|
85.68M
est: -159.16M (+153.8%)
|
282.74M
est: -30.78M (+1,018.7%)
|
154.01M
est: -2.06B (+107.5%)
|
57.65M
est: -3.49B (+101.7%)
|
-22.42M
est: -24.09M (+6.9%)
|
-102.54M
est: 181.75M (-156.4%)
|
80.16M
est: -230.63M (+134.8%)
|
-33.97M
est: -198.83M (+82.9%)
|
26.58M
est: 25.42M (+4.6%)
|
63.02M
est: 27.20M (+131.6%)
|
-11.59M
est: 27.90M (-141.5%)
|
26.14M
26.05M – 26.24M
-6.3% YoY
|
27.10M
26.90M – 27.31M
+3.7% YoY
|
28.19M
28.10M – 28.30M
+4.0% YoY
|
| Net Income |
-66.26M
est: -76.25M (+13.1%)
|
-48.90M
est: -45.29M (-8.0%)
|
-68.18M
est: -511.27M (+86.7%)
|
-65.65M
est: -424.95M (+84.6%)
|
-3.58M
est: -21.97M (+83.7%)
|
-148.99M
est: -539.48M (+72.4%)
|
-457.48M
est: -408.35M (-12.0%)
|
-404.40M
est: -397.28M (-1.8%)
|
-571.42M
est: -3.19B (+82.1%)
|
-528.26M
est: -3.18B (+83.4%)
|
-267.93M
est: -221.76M (-20.8%)
|
82.02M
est: 6.24B (-98.7%)
|
-99.29M
est: -22.01M (-351.2%)
|
-238.43M
est: -103.06M (-131.4%)
|
-189.01M
est: -215.08M (+12.1%)
|
-201.94M
est: -167.15M (-20.8%)
|
-262.69M
est: -262.02M (-0.3%)
|
-43.23M
-43.43M – -43.03M
+83.5% YoY
|
19.60M
19.51M – 19.69M
+145.3% YoY
|
76.19M
75.83M – 76.54M
+288.8% YoY
|
| SGA |
406.96M
est: 488.49M (-16.7%)
|
402.61M
est: 381.36M (+5.6%)
|
423.19M
est: 98.81M (+328.3%)
|
439.35M
est: 65.45M (+571.3%)
|
446.78M
est: 1.35B (-66.9%)
|
524.65M
est: 2.80B (-81.2%)
|
629.61M
est: 681.59M (-7.6%)
|
636.84M
est: 671.66M (-5.2%)
|
617.74M
est: 2.11B (-70.7%)
|
562.77M
est: 2.12B (-73.4%)
|
488.96M
est: 428.29M (+14.2%)
|
449.85M
est: 2.29B (-80.3%)
|
359.27M
est: 385.93M (-6.9%)
|
333.89M
est: 316.18M (+5.6%)
|
384.52M
est: 367.04M (+4.8%)
|
386.63M
est: 392.77M (-1.6%)
|
349.89M
est: 402.82M (-13.1%)
|
377.37M
376.15M – 378.84M
-6.3% YoY
|
391.20M
388.40M – 394.25M
+3.7% YoY
|
406.98M
405.66M – 408.56M
+4.0% YoY
|
| EPS |
-0.60
est: -1.06 (+43.1%)
|
-0.41
est: -0.33 (-26.2%)
|
-0.56
est: -0.36 (-57.7%)
|
-0.54
est: -0.04 (-1,250.0%)
|
-0.03
est: -0.01 (-190.0%)
|
-1.01
est: 0.16 (-751.6%)
|
-2.48
est: -1.59 (-55.6%)
|
-2.18
est: -0.83 (-162.4%)
|
-3.07
est: -3.36 (+8.6%)
|
-2.82
est: -2.67 (-5.7%)
|
-1.44
est: -1.17 (-23.1%)
|
0.45
est: 0.25 (+83.7%)
|
-0.54
est: -1.59 (+66.0%)
|
-1.25
est: -1.52 (+17.5%)
|
-0.84
est: -0.92 (+8.4%)
|
-0.89
est: -0.71 (-24.8%)
|
-1.11
est: -1.12 (+0.7%)
|
-0.18
-0.19 – -0.18
+83.5% YoY
|
0.08
0.08 – 0.08
+145.3% YoY
|
0.33
0.32 – 0.33
+288.8% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-11 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 5/5 | 1/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 34.41M | 18.40% | 32.99M | — | 34.41M | — | HC | Delaware | 2022-06-09 | ↗ |
| 2 | Abigail P. Johnson | 23.40M | 5.81% | — | — | 23.40M | — | IN | — | 2024-02-09 | ↗ |
| 3 | FMR LLC | 23.40M | 5.81% | 22.68M | — | 23.40M | — | HC | — | 2024-02-09 | ↗ |
| 4 | Asset Management US Inc. | 19.28M | 4.80% | — | 19.28M | — | — | IA, CO | Delaware, United States of America | 2022-01-19 | ↗ |
| 5 | Asset Management, N.V. | 19.28M | 4.80% | — | 19.28M | — | — | CO | Delaware, United States of America | 2022-01-19 | ↗ |
| 6 | Groep, N.V. | 19.28M | 4.80% | — | 19.28M | — | — | CO | Delaware, United States of America | 2022-01-19 | ↗ |
| 7 | Stichting Pensioenfonds ABP | 19.28M | 4.80% | — | 19.28M | — | — | EP | Delaware, United States of America | 2022-01-19 | ↗ |
| 8 | GLENVIEW CAPITAL MANAGEMENT, LLC | 18.01M | 9.82% | — | 18.01M | — | 18.01M | OO | Delaware | 2021-02-16 | ↗ |
| 9 | The Vanguard Group - 23-1945930 | 17.42M | 9.40% | — | 150.6K | 17.12M | 306.0K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 10 | LARRY ROBBINS | 12.23M | 6.60% | — | 12.23M | — | 12.23M | HC, IN | Delaware | 2022-02-14 | ↗ |
| 11 | Deerfield Management Company, L.P. | 12.22M | 6.54% | — | 12.22M | — | — | PN | Delaware | 2022-11-17 | ↗ |
| 12 | Deerfield Mgmt, L.P. | 12.22M | 6.54% | — | 12.22M | — | 12.22M | PN | Delaware | 2022-11-17 | ↗ |
| 13 | Deerfield Partners, L.P. | 12.22M | 6.54% | — | 12.22M | — | — | PN | Delaware | 2022-11-17 | ↗ |
| 14 | James E. Flynn | 12.22M | 6.54% | — | 12.22M | — | — | IN | Delaware | 2022-11-17 | ↗ |
| 15 | 30-0447847 | 10.23M | 5.50% | 9.95M | — | 10.23M | — | IA | Delaware Limited Partnership | 2022-02-08 | ↗ |
| 16 | 13-3127734 | 8.58M | 4.63% | 8.58M | — | 8.58M | — | HC | Delaware | 2022-02-10 | ↗ |
| 17 | 26-0385758 | 8.58M | 4.63% | 8.58M | — | 8.58M | — | IA | Delaware | 2022-02-10 | ↗ |
| 18 | Company, L.P. | 4.27M | 2.31% | — | 4.27M | — | — | PN | Delaware | 2022-02-08 | ↗ |
| 19 | Macquarie Bank Limited | 5.2K | 0.00% | — | — | — | — | CO | — | 2021-02-12 | ↗ |
| 20 | Macquarie Group Limited | 5.2K | 0.00% | — | — | — | — | HC | — | 2021-02-12 | ↗ |
| 21 | Macquarie Investment Management Group Limited | 2.9K | 0.00% | 2.9K | — | 2.9K | — | CO | — | 2021-02-12 | ↗ |
| 22 | Macquarie Investment Management Business Trust | 2.3K | 0.00% | 2.3K | — | 2.3K | — | IA | — | 2021-02-12 | ↗ |
| 23 | Macquarie Investment Management Holdings Inc | 2.3K | 0.00% | 2.3K | — | 2.3K | — | HC | — | 2021-02-12 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 31.10M -2.0M (-6.0%) | 335.56M +55.5M (+19.8%) | 13.27% -0.938 pp | 0.01% +0.001 pp | USD6.84 +57.7% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 21.95M -164.6K (-0.7%) | 236.84M +49.5M (+26.4%) | 9.37% -0.135 pp | 0.00% +0.001 pp | USD17.84 -39.5% | 81 qtrs — |
| 3 | DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 11.64M -4.6K (0.0%) | 125.56M +27.0M (+27.3%) | 4.97% -0.036 pp | 1.60% +0.098 pp | USD4.47 +141.4% | 31 qtrs — |
| 4 | ANTIPODES PARTNERS LTD | 11.43M -666.8K (-5.5%) | 123.33M +20.9M (+20.4%) | 4.88% -0.320 pp | 2.59% +0.291 pp | USD6.13 +76.0% | 7 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 10.16M -1.5M (-12.5%) | 109.59M +11.3M (+11.4%) | 4.33% -0.654 pp | 0.02% +0.002 pp | USD6.52 +65.5% | 9 qtrs — |
| 6 | FLAT FOOTED LLC | 8.50M -4.2M (-33.1%) | 91.69M -15.9M (-14.8%) | 3.63% -1.833 pp | 10.02% -3.255 pp | USD5.43 +98.7% | 13 qtrs — |
| 7 | MAPLE ROCK CAPITAL PARTNERS INC. | 8.50M +2.2M (+34.9%) | 91.68M +38.3M (+71.9%) | 3.63% +0.920 pp | 3.03% +0.924 pp | USD7.95 +35.7% | 3 qtrs — |
| 8 | CARRONADE CAPITAL MANAGEMENT, LP | 7.35M +222.1K (+3.1%) | 79.31M +18.9M (+31.4%) | 3.14% +0.074 pp | 1.08% -0.311 pp | USD7.02 +53.7% | 6 qtrs — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 6.36M -925.9K (-12.7%) | 68.66M +6.9M (+11.2%) | 2.72% -0.417 pp | 0.11% +0.025 pp | USD7.42 +45.4% | 35 qtrs — |
| 10 | MORGAN STANLEY | 5.62M -2.6M (-31.6%) | 60.59M -8.9M (-12.9%) | 2.40% -1.132 pp | 0.00% -0.001 pp | USD6.83 +58.0% | 51 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.47M +42.4K (+0.8%) | 59.02M +13.0M (+28.4%) | 2.33% +0.002 pp | 0.00% +0.001 pp | USD11.01 -2.0% | 78 qtrs — |
| 12 | STATE STREET CORP | 5.41M +185.2K (+3.5%) | 58.36M +14.1M (+31.9%) | 2.31% +0.064 pp | 0.00% +0.000 pp | USD13.25 -18.6% | 51 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 5.02M -58.1K (-1.1%) | 54.18M +11.2M (+25.9%) | 2.14% -0.040 pp | 0.01% +0.002 pp | USD11.78 -8.4% | 51 qtrs — |
| 14 | ADELANTE CAPITAL MANAGEMENT LLC | 1.09M +75.4K (+7.4%) | 50.45M +3.5M (+7.4%) | 0.46% +0.029 pp | 3.40% +0.260 pp | USD6.55 +64.7% | 6 qtrs — |
| 15 | FMR LLC | 4.33M +4.1M (+1,574.6%) | 46.72M +44.5M (+2,033.2%) | 1.85% +1.737 pp | 0.00% +0.002 pp | USD10.56 +2.2% | 70 qtrs — |
| 16 | DEUTSCHE BANK AG\ | 3.75M -105.0K (-2.7%) | 40.43M +7.8M (+23.9%) | 1.60% -0.056 pp | 0.01% +0.002 pp | USD5.53 +95.1% | 50 qtrs — |
| 17 | MASON CAPITAL MANAGEMENT LLC | 3.59M +1.1M (+44.8%) | 38.69M +17.7M (+84.5%) | 1.53% +0.466 pp | 6.89% +2.622 pp | USD9.19 +17.4% | 2 qtrs — |
| 18 | IRON TRIANGLE PARTNERS LP | 3.49M +653.3K (+23.0%) | 37.68M +13.6M (+56.7%) | 1.49% +0.270 pp | 4.31% +0.889 pp | USD8.17 +32.1% | 3 qtrs — |
| 19 | SENATOR INVESTMENT GROUP LP | 3.41M +3.4M (+100.0%) | 36.79M +36.8M (+100.0%) | 1.45% +1.455 pp | 1.47% +1.475 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.24M -97.2K (-2.9%) | 34.91M +6.7M (+23.7%) | 1.38% -0.051 pp | 0.01% +0.001 pp | USD9.53 +13.2% | 80 qtrs — |
| 21 | ASSENAGON ASSET MANAGEMENT S.A. | 2.68M -1.1M (-29.9%) | 28.91M -3.5M (-10.7%) | 1.14% -0.499 pp | 0.04% -0.005 pp | USD7.96 +35.6% | 7 qtrs — |
| 22 | AMERICAN CENTURY COMPANIES INC | 2.68M -856.2K (-24.2%) | 28.90M -1.0M (-3.5%) | 1.14% -0.376 pp | 0.01% -0.001 pp | USD6.49 +66.3% | 29 qtrs — |
| 23 | POINT72 ASSET MANAGEMENT, L.P. | 2.61M +899.7K (+52.8%) | 28.11M +13.7M (+94.6%) | 1.11% +0.379 pp | 0.03% +0.007 pp | USD8.26 +30.6% | 4 qtrs — |
| 24 | BANK OF AMERICA CORP /DE/ | 2.54M -176.8K (-6.5%) | 27.42M +4.4M (+19.1%) | 1.08% -0.084 pp | 0.00% +0.000 pp | USD6.20 +74.0% | 52 qtrs — |
| 25 | CITADEL ADVISORS LLC | 2.38M -1.3M (-35.7%) | 25.69M -5.7M (-18.1%) | 1.02% -0.576 pp | 0.00% -0.001 pp | USD6.97 +54.8% | 52 qtrs — |
| 26 | VICTORY CAPITAL MANAGEMENT INC | 2.19M -307.6K (-12.3%) | 23.59M +2.5M (+11.7%) | 0.93% -0.139 pp | 0.01% +0.001 pp | USD7.21 +49.7% | 30 qtrs — |
| 27 | GOLDMAN SACHS GROUP INC | 2.16M +633.1K (+41.4%) | 23.34M +10.4M (+80.1%) | 0.92% +0.266 pp | 0.00% +0.001 pp | USD7.21 +49.7% | 73 qtrs — |
| 28 | NORTHERN TRUST CORP | 2.08M -89.0K (-4.1%) | 22.47M +4.1M (+22.2%) | 0.89% -0.044 pp | 0.00% +0.001 pp | USD12.11 -10.9% | 51 qtrs — |
| 29 | WELLS FARGO & COMPANY/MN | 2.05M +24.8K (+1.2%) | 22.08M +5.0M (+29.0%) | 0.87% +0.005 pp | 0.00% +0.001 pp | USD6.23 +73.2% | 57 qtrs — |
| 30 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 1.96M +1.9K (+0.1%) | 21.10M +4.6M (+27.5%) | 0.83% -0.005 pp | 0.04% +0.007 pp | USD5.30 +103.6% | 17 qtrs — |
| 31 | NUVEEN, LLC | 1.87M +82.2K (+4.6%) | 20.16M +5.0M (+33.2%) | 0.80% +0.030 pp | 0.01% +0.001 pp | USD6.46 +67.0% | 4 qtrs — |
| 32 | BNP PARIBAS ARBITRAGE, SNC | 1.83M +247.5K (+15.6%) | 19.76M +6.3M (+47.3%) | 0.78% +0.101 pp | 0.01% +0.002 pp | USD6.50 +66.0% | 51 qtrs — |
| 33 | D. E. SHAW & CO., INC. | 1.71M +678.5K (+65.6%) | 18.48M +9.7M (+111.0%) | 0.73% +0.287 pp | 0.01% +0.005 pp | USD8.75 +23.3% | 60 qtrs — |
| 34 | VOLEON CAPITAL MANAGEMENT LP | 1.71M +869.7K (+103.6%) | 18.44M +11.3M (+159.4%) | 0.73% +0.369 pp | 0.40% +0.223 pp | USD9.60 +12.4% | 3 qtrs — |
| 35 | EDMOND DE ROTHSCHILD HOLDING S.A. | 1.65M -2.4M (-59.2%) | 17.80M -16.4M (-48.0%) | 0.70% -1.033 pp | 0.25% -0.276 pp | USD6.86 +57.3% | 38 qtrs — |
| 36 | JANE STREET GROUP, LLC | 1.59M +841.1K (+112.0%) | 17.18M +10.8M (+170.1%) | 0.68% +0.357 pp | 0.00% +0.002 pp | USD9.33 +15.6% | 30 qtrs — |
| 37 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1.56M +1.2M (+304.1%) | 16.87M +13.6M (+414.8%) | 0.67% +0.501 pp | 0.06% +0.048 pp | USD10.22 +5.6% | 2 qtrs — |
| 38 | CAPTION MANAGEMENT, LLC | 1.47M +569.5K (+63.3%) | 15.86M +8.2M (+108.0%) | 0.63% +0.240 pp | 0.11% +0.049 pp | USD9.37 +15.2% | 2 qtrs — |
| 39 | CANADA PENSION PLAN INVESTMENT BOARD | 1.45M +449.4K (+44.7%) | 15.69M +7.2M (+84.3%) | 0.62% +0.189 pp | 0.01% +0.005 pp | USD8.14 +32.6% | 6 qtrs — |
| 40 | MILLENNIUM MANAGEMENT LLC | 1.39M -1.1M (-43.8%) | 15.03M -6.0M (-28.4%) | 0.59% -0.470 pp | 0.01% -0.003 pp | USD7.19 +50.1% | 49 qtrs — |
| 41 | ROYAL BANK OF CANADA | 1.25M -254.7K (-16.9%) | 13.47M +737.0K (+5.8%) | 0.53% -0.113 pp | 0.00% +0.000 pp | USD6.29 +71.5% | 51 qtrs — |
| 42 | SCULPTOR CAPITAL LP | 1.20M +1.2M (+100.0%) | 12.95M +12.9M (+100.0%) | 0.51% +0.512 pp | 0.13% +0.133 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 43 | RBF CAPITAL, LLC | 1.17M -21.4K (-1.8%) | 12.62M +2.5M (+25.1%) | 0.50% -0.013 pp | 0.56% +0.110 pp | USD3.86 +179.5% | 18 qtrs — |
| 44 | JPMORGAN CHASE & CO | 1.17M +211.1K (+22.0%) | 12.62M +4.5M (+55.4%) | 0.50% +0.087 pp | 0.00% +0.000 pp | USD6.55 +64.7% | 51 qtrs — |
| 45 | LUXOR CAPITAL GROUP, LP | 1.15M +1.2M (+100.0%) | 12.41M +12.4M (+100.0%) | 0.49% +0.491 pp | 0.95% +0.950 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 46 | TWO SIGMA ADVISERS, LP | 921.1K +864.2K (+1,518.5%) | 9.94M +9.5M (+1,961.9%) | 0.39% +0.369 pp | 0.02% +0.018 pp | USD10.46 +3.2% | 25 qtrs — |
| 47 | HIGHLAND PEAK CAPITAL, LLC | 829.8K +829.8K (+100.0%) | 8.95M +9.0M (+100.0%) | 0.35% +0.354 pp | 2.95% +2.947 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 48 | SQUAREPOINT OPS LLC | 829.5K +700.0K (+540.6%) | 8.95M +7.9M (+716.0%) | 0.35% +0.298 pp | 0.01% +0.008 pp | USD10.40 +3.7% | 19 qtrs — |
| 49 | INVESCO LTD. | 821.2K -112.4K (-12.0%) | 8.86M +952.9K (+12.1%) | 0.35% -0.051 pp | 0.00% +0.000 pp | USD4.98 +116.7% | 57 qtrs — |
| 50 | MARSHALL WACE, LLP | 756.6K -347.8K (-31.5%) | 8.16M -1.2M (-12.7%) | 0.32% -0.152 pp | 0.01% -0.002 pp | USD5.83 +85.1% | 12 qtrs — |
| 51 | HUDSON BAY CAPITAL MANAGEMENT LP | 750.0K +— (+0.0%) | 8.09M +1.7M (+27.4%) | 0.32% -0.002 pp | 0.03% +0.006 pp | USD6.96 +55.0% | 3 qtrs — |
| 52 | TUDOR INVESTMENT CORP ET AL | 747.6K +747.6K (+100.0%) | 8.07M +8.1M (+100.0%) | 0.32% +0.319 pp | 0.01% +0.015 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 53 | SG AMERICAS SECURITIES, LLC | 733.1K +733.1K (+100.0%) | 7.91M +7.9M (+100.0%) | 0.31% +0.313 pp | 0.01% +0.010 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 54 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 724.9K +— (+0.0%) | 7.82M +1.7M (+27.4%) | 0.31% -0.002 pp | 0.73% +0.080 pp | USD3.44 +213.7% | 13 qtrs — |
| 55 | PARK WEST ASSET MANAGEMENT LLC | 717.0K +717.0K (+100.0%) | 7.74M +7.7M (+100.0%) | 0.31% +0.306 pp | 0.64% +0.643 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 56 | QUINN OPPORTUNITY PARTNERS LLC | 715.0K +312.9K (+77.8%) | 7.71M +4.3M (+126.5%) | 0.31% +0.132 pp | 0.33% +0.084 pp | USD9.19 +17.4% | 3 qtrs — |
| 57 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 697.8K -208.4K (-23.0%) | 7.56M -192.8K (-2.5%) | 0.30% -0.092 pp | 0.01% 0.000 pp | USD6.41 +68.3% | 17 qtrs — |
| 58 | FIRST TRUST ADVISORS LP | 693.2K +693.2K (+100.0%) | 7.48M +7.5M (+100.0%) | 0.30% +0.296 pp | 0.01% +0.005 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 59 | TWO SIGMA INVESTMENTS, LP | 690.9K +690.9K (+100.0%) | 7.46M +7.5M (+100.0%) | 0.29% +0.295 pp | 0.01% +0.011 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 60 | ARDSLEY ADVISORY PARTNERS LP | 690.0K +690.0K (+100.0%) | 7.45M +7.4M (+100.0%) | 0.29% +0.295 pp | 0.82% +0.817 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 61 | WALLEYE CAPITAL LLC | 676.8K +282.7K (+71.7%) | 7.30M +4.0M (+118.8%) | 0.29% +0.120 pp | 0.02% +0.010 pp | USD9.08 +18.8% | 12 qtrs — |
| 62 | LONESTAR CAPITAL MANAGEMENT LLC | 660.0K +660.0K (+100.0%) | 7.12M +7.1M (+100.0%) | 0.28% +0.282 pp | 1.14% +1.141 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 63 | LANDMARK INVESTMENT PARTNERS, L.P. | 643.1K -299.7K (-31.8%) | 6.94M -1.0M (-13.1%) | 0.27% -0.131 pp | 3.24% +0.806 pp | USD5.39 +100.2% | 5 qtrs — |
| 64 | BANK OF NEW YORK MELLON CORP | 630.9K -9.6K (-1.5%) | 6.81M +1.4M (+25.5%) | 0.27% -0.006 pp | 0.00% +0.000 pp | USD9.79 +10.2% | 66 qtrs — |
| 65 | UBS ASSET MANAGEMENT AMERICAS INC | 623.2K +73.9K (+13.5%) | 6.72M +2.1M (+44.5%) | 0.27% +0.030 pp | 0.00% +0.000 pp | USD7.77 +38.9% | 60 qtrs — |
| 66 | PICTON MAHONEY ASSET MANAGEMENT | 552.5K +552.5K (+100.0%) | 5.96M +6.0M (+100.0%) | 0.24% +0.236 pp | 0.05% +0.046 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 67 | EAM INVESTORS, LLC | 550.9K +550.9K (+100.0%) | 5.94M +5.9M (+100.0%) | 0.24% +0.235 pp | 0.66% +0.662 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 68 | CLOUGH CAPITAL PARTNERS L P | 532.3K -67.6K (-11.3%) | 5.74M +662.3K (+13.0%) | 0.23% -0.031 pp | 0.51% +0.065 pp | USD7.17 +50.5% | 3 qtrs — |
| 69 | THAMES CAPITAL MANAGEMENT LLC | 531.3K +531.3K (+100.0%) | 5.73M +5.7M (+100.0%) | 0.23% +0.227 pp | 0.83% +0.834 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 70 | SWISS NATIONAL BANK | 444.8K +35.9K (+8.8%) | 4.80M +1.3M (+38.6%) | 0.19% +0.014 pp | 0.00% +0.001 pp | USD15.98 -32.5% | 51 qtrs — |
| 71 | NIERENBERG INVESTMENT MANAGEMENT COMPANY, INC. | 410.1K +— (+0.0%) | 4.43M +951.5K (+27.4%) | 0.18% -0.001 pp | 2.15% +0.664 pp | USD6.35 +69.9% | 9 qtrs — |
| 72 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 389.6K -215.5K (-35.6%) | 4.20M -921.8K (-18.0%) | 0.17% -0.094 pp | 0.01% -0.002 pp | USD7.55 +42.9% | 7 qtrs — |
| 73 | BARCLAYS PLC | 387.3K +64.6K (+20.0%) | 4.18M +2.0M (+90.7%) | 0.17% +0.027 pp | 0.00% +0.000 pp | USD7.28 +48.2% | 51 qtrs — |
| 74 | LEE DANNER & BASS INC | 376.6K -30.4K (-7.5%) | 4.06M +616.1K (+17.9%) | 0.16% -0.014 pp | 0.29% +0.040 pp | USD7.14 +51.1% | 7 qtrs — |
| 75 | EVERSEPT PARTNERS, LP | 374.9K +374.9K (+100.0%) | 4.05M +4.0M (+100.0%) | 0.16% +0.160 pp | 0.20% +0.204 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 76 | CONTINENTAL ADVISORS LLC | 348.4K -19.2K (-5.2%) | 3.76M +645.7K (+20.7%) | 0.15% -0.009 pp | 1.59% +0.240 pp | USD6.18 +74.6% | 42 qtrs — |
| 77 | CENTERBOOK PARTNERS LP | 346.4K +88.8K (+34.5%) | 3.74M +1.6M (+71.3%) | 0.15% +0.037 pp | 0.18% +0.075 pp | USD9.06 +19.1% | 2 qtrs — |
| 78 | ANSON FUNDS MANAGEMENT LP | 339.5K -201.6K (-37.3%) | 3.66M -919.6K (-20.1%) | 0.14% -0.088 pp | 0.35% -0.070 pp | USD6.62 +63.0% | 7 qtrs — |
| 79 | COUNTERPOINT MUTUAL FUNDS LLC | 314.6K +314.6K (+100.0%) | 3.39M +3.4M (+100.0%) | 0.13% +0.134 pp | 0.25% +0.252 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 80 | CRAWFORD FUND MANAGEMENT, LLC | 303.1K -13.9K (-4.4%) | 3.27M +585.5K (+21.8%) | 0.13% -0.007 pp | 0.43% +0.001 pp | USD6.86 +57.3% | 9 qtrs — |
| 81 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 300.8K -7.3K (-2.4%) | 3.25M +636.0K (+24.4%) | 0.13% -0.004 pp | 0.02% +0.005 pp | USD6.18 +74.6% | 6 qtrs — |
| 82 | BANK OF MONTREAL /CAN/ | 298.1K -714.0 (-0.2%) | 3.22M +685.5K (+27.1%) | 0.13% -0.001 pp | 0.00% +0.000 pp | USD6.47 +66.8% | 6 qtrs — |
| 83 | RHUMBLINE ADVISERS | 288.1K -46.2K (-13.8%) | 3.11M +277.2K (+9.8%) | 0.12% -0.021 pp | 0.00% +0.000 pp | USD9.45 +14.2% | 55 qtrs — |
| 84 | ALLIANCEBERNSTEIN L.P. | 285.3K +— (+0.0%) | 3.08M +661.9K (+27.4%) | 0.12% -0.001 pp | 0.00% +0.000 pp | USD12.78 -15.6% | 61 qtrs — |
| 85 | PRINCIPAL FINANCIAL GROUP INC | 267.9K +90.3K (+50.9%) | 2.89M +1.4M (+92.2%) | 0.11% +0.038 pp | 0.00% +0.001 pp | USD9.12 +18.3% | 51 qtrs — |
| 86 | UBS GROUP AG | 266.1K -3.1M (-92.1%) | 2.87M -25.5M (-89.9%) | 0.11% -1.328 pp | 0.00% -0.004 pp | USD6.40 +68.6% | 45 qtrs — |
| 87 | VIRGINIA RETIREMENT SYSTEMS ET AL | 249.8K +237.2K (+1,876.9%) | 2.70M +2.6M (+2,418.4%) | 0.11% +0.101 pp | 0.02% +0.015 pp | USD10.56 +2.2% | 4 qtrs — |
| 88 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 249.5K +220.6K (+763.5%) | 2.69M +2.4M (+1,000.0%) | 0.11% +0.094 pp | 0.00% +0.001 pp | USD10.52 +2.6% | 8 qtrs — |
| 89 | Y-INTERCEPT (HONG KONG) LTD | 246.4K -154.3K (-38.5%) | 2.66M -734.8K (-21.7%) | 0.11% -0.067 pp | 0.06% -0.022 pp | USD6.96 +55.0% | 3 qtrs — |
| 90 | RAYMOND JAMES FINANCIAL INC | 242.4K +105.3K (+76.8%) | 2.62M +1.5M (+125.3%) | 0.10% +0.045 pp | 0.00% +0.000 pp | USD8.62 +25.2% | 3 qtrs — |
| 91 | MILITIA CAPITAL PARTNERS, LP | 240.0K +20.6K (+9.4%) | 2.59M +731.3K (+39.4%) | 0.10% +0.008 pp | 0.96% +0.100 pp | USD7.32 +47.4% | 5 qtrs — |
| 92 | SEI INVESTMENTS CO | 230.2K +36.3K (+18.7%) | 2.48M +841.5K (+51.2%) | 0.10% +0.015 pp | 0.00% +0.001 pp | USD6.93 +55.7% | 9 qtrs — |
| 93 | PRICE T ROWE ASSOCIATES INC /MD/ | 222.5K +13.0K (+6.2%) | 2.40M +626.0K (+35.3%) | 0.09% +0.005 pp | 0.00% +0.000 pp | USD6.77 +59.4% | 75 qtrs — |
| 94 | LEGAL & GENERAL GROUP PLC | 217.4K -16.8K (-7.2%) | 2.35M +362.2K (+18.3%) | 0.09% -0.008 pp | 0.00% +0.000 pp | USD7.48 +44.3% | 60 qtrs — |
| 95 | BOOTHBAY FUND MANAGEMENT, LLC | 215.5K +215.5K (+100.0%) | 2.33M +2.3M (+100.0%) | 0.09% +0.092 pp | 0.03% +0.035 pp | USD10.79 +0.0% | 1 qtrs NEW |
| 96 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 214.9K +12.5K (+6.2%) | 2.32M +604.1K (+35.2%) | 0.09% +0.005 pp | 0.00% +0.001 pp | USD22.85 -52.8% | 52 qtrs — |
| 97 | QUANTBOT TECHNOLOGIES LP | 214.9K +169.8K (+376.1%) | 2.32M +1.9M (+506.5%) | 0.09% +0.072 pp | 0.08% +0.067 pp | USD10.30 +4.8% | 2 qtrs — |
| 98 | STATE OF WISCONSIN INVESTMENT BOARD | 213.0K +164.2K (+336.0%) | 2.30M +1.9M (+455.5%) | 0.09% +0.070 pp | 0.01% +0.004 pp | USD9.77 +10.4% | 19 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Northern Lights Fund Trust III - Counterpoint Quantitative Equity ETF CPAI | 1.91% | 7.14M | 0.75% |
| 2 | Xtrackers S&P 500 2x Leveraged Daily Swap UCITS ETF 1C XS2D.L | 1.89% | 11.63M | 0.60% |
| 3 | State Street SPDR S&P Health Care Services ETF XHS | 1.77% | 3.60M | 0.35% |
| 4 | Militia Long/Short Equity ETF ORR | 1.13% | 1.57M | 14.19% |
| 5 | Clockwise Capital Innovation ETF TIME | 1.03% | 199.9K | 0.95% |
| 6 | Even Herd Long Short ETF EHLS | 0.62% | 373.7K | 2.62% |
| 7 | iShares U.S. Healthcare Providers ETF IHF | 0.50% | 6.04M | 0.38% |
| 8 | First Trust Active Factor Small Cap ETF AFSM | 0.49% | 546.7K | 0.75% |
| 9 | VictoryShares US Small Mid Cap Value Momentum ETF USVM | 0.36% | 6.24M | 0.29% |
| 10 | Calamos Convertible Equity Alternative ETF CVRT | 0.35% | 111.0K | 0.69% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-02 | White Chad C. | Officer | G-Gift | D | Common Stock | 27,300 | 0.00 | — | 562,560 | D | ↗ |
| 2026-03-01 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 4,042 | 15.30 | 61.8K | 152,980 | D | ↗ |
| 2026-02-27 | White Chad C. | Officer | F-InKind | D | Common Stock | 44,174 | 15.30 | 675.9K | 589,860 | D | ↗ |
| 2026-02-27 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 14,831 | 15.30 | 226.9K | 157,022 | D | ↗ |
| 2026-02-27 | Kussow Dawn L | Officer | F-InKind | D | Common Stock | 69,698 | 15.30 | 1.07M | 486,476 | D | ↗ |
| 2026-02-12 | Wielansky Lee S | Director | A-Award | A | Common Stock | 9,810 | 0.00 | — | 233,646 | D | ↗ |
| 2026-02-12 | White Chad C. | Officer | A-Award | A | Common Stock | 22,072 | 0.00 | — | 540,095 | D | ↗ |
| 2026-02-12 | Warren Denise Wilder | Director | A-Award | A | Common Stock | 5,080 | 0.00 | — | 364,914 | D | ↗ |
| 2026-02-12 | Stengle Nikolas W | Director / Officer | A-Award | A | Common Stock | 114,040 | 0.00 | — | 271,771 | D | ↗ |
| 2026-02-12 | Pritchett Jaclyn C | Officer | A-Award | A | Common Stock | 11,036 | 0.00 | — | 140,415 | D | ↗ |
| 2026-02-12 | Patchett Mary Sue | Officer | A-Award | A | Common Stock | 21,286 | 0.00 | — | 60,123 | D | ↗ |
| 2026-02-12 | MACE ELIZABETH B. | Director | A-Award | A | Common Stock | 9,810 | 0.00 | — | 41,265 | D | ↗ |
| 2026-02-12 | Kussow Dawn L | Officer | A-Award | A | Common Stock | 41,692 | 0.00 | — | 437,369 | D | ↗ |
| 2026-02-12 | Hausman Joshua | Director | A-Award | A | Common Stock | 6,773 | 0.00 | — | 19,676 | D | ↗ |
| 2026-02-12 | Freed Vicki L | Director | A-Award | A | Common Stock | 9,810 | 0.00 | — | 179,526 | D | ↗ |
| 2026-02-12 | FIORAVANTI MARK | Director | A-Award | A | Common Stock | 7,069 | 0.00 | — | 23,095 | D | ↗ |
| 2026-02-12 | Drayton Claudia | Director | A-Award | A | Common Stock | 9,810 | 0.00 | — | 41,265 | D | ↗ |
| 2026-02-12 | Asher Jordan R | Director | A-Award | A | Common Stock | 9,810 | 0.00 | — | 149,443 | D | ↗ |
| 2025-10-06 | Stengle Nikolas W | Director / Officer | A-Award | A | Common Stock | 157,731 | 0.00 | — | 157,731 | D | ↗ |
| 2025-10-01 | Patchett Mary Sue | Officer | — | — | Common Stock | 0 | 0.00 | — | 38,837 | D | ↗ |
| 2025-09-30 | KAESTNER H TODD | Officer | F-InKind | D | Common Stock | 23,602 | 8.47 | 199.9K | 367,014 | D | ↗ |
| 2025-08-20 | RICCI BENJAMIN J. | Officer | F-InKind | D | Common Stock | 199 | 7.31 | 1.5K | 178,954 | D | ↗ |
| 2025-07-31 | Hausman Joshua | Director | A-Award | A | Common Stock | 12,903 | 0.00 | — | 12,903 | D | ↗ |
| 2025-05-21 | HICKS GEORGE T | Officer | D-Return | D | Common Stock | 67,970 | 0.00 | — | 314,631 | D | ↗ |
| 2025-05-19 | WIELANSKY LEE S | Director | S-Sale | D | Common Stock | 10,000 | 6.82 | 68.2K | 223,836 | D | ↗ |
| 2025-04-27 | Warren Denise Wilder | Director / Officer | A-Award | A | Common Stock | 158,730 | 0.00 | — | 359,834 | D | ↗ |
| 2025-04-24 | Hausman Joshua | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-04-17 | FIORAVANTI MARK | Director | A-Award | A | Common Stock | 16,026 | 0.00 | — | 16,026 | D | ↗ |
| 2025-04-13 | FIORAVANTI MARK | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-04-13 | BAIER LUCINDA M | Director / Officer | F-InKind | D | Common Stock | 241,971 | 5.75 | 1.39M | 2,992,838 | D | ↗ |
| 2025-03-07 | WIELANSKY LEE S | Director | S-Sale | D | Common Stock | 10,000 | 5.84 | 58.4K | 233,836 | D | ↗ |
| 2025-03-06 | White Chad C. | Officer | G-Gift | D | Common Stock | 25,000 | 0.00 | — | 518,023 | D | ↗ |
| 2025-03-01 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 10,063 | 5.70 | 57.4K | 129,379 | D | ↗ |
| 2025-02-27 | White Chad C. | Officer | F-InKind | D | Common Stock | 33,327 | 5.86 | 195.3K | 543,023 | D | ↗ |
| 2025-02-27 | RICCI BENJAMIN J. | Officer | F-InKind | D | Common Stock | 13,178 | 5.86 | 77.2K | 179,153 | D | ↗ |
| 2025-02-27 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 7,842 | 5.86 | 46.0K | 139,442 | D | ↗ |
| 2025-02-27 | LEISURE RAY | Officer | F-InKind | D | Common Stock | 6,858 | 5.86 | 40.2K | 83,800 | D | ↗ |
| 2025-02-27 | Kussow Dawn L | Officer | F-InKind | D | Common Stock | 34,758 | 5.86 | 203.7K | 395,677 | D | ↗ |
| 2025-02-27 | KAESTNER H TODD | Officer | F-InKind | D | Common Stock | 37,538 | 5.86 | 220.0K | 390,616 | D | ↗ |
| 2025-02-27 | HICKS GEORGE T | Officer | F-InKind | D | Common Stock | 15,130 | 5.86 | 88.7K | 382,601 | D | ↗ |
| 2025-02-27 | BAIER LUCINDA M | Director / Officer | F-InKind | D | Common Stock | 412,522 | 5.86 | 2.42M | 3,234,809 | D | ↗ |
| 2025-02-13 | BAIER LUCINDA M | Director / Officer | A-Award | A | Common Stock | 470,810 | 0.00 | — | 3,647,331 | D | ↗ |
| 2025-02-12 | White Chad C. | Officer | A-Award | A | Common Stock | 72,516 | 0.00 | — | 542,933 | D | ↗ |
| 2025-02-12 | Warren Denise Wilder | Director | A-Award | A | Common Stock | 32,454 | 0.00 | — | 201,104 | D | ↗ |
| 2025-02-12 | WIELANSKY LEE S | Director | A-Award | A | Common Stock | 32,454 | 0.00 | — | 243,836 | D | ↗ |
| 2025-02-12 | RICCI BENJAMIN J. | Officer | A-Award | A | Common Stock | 38,033 | 0.00 | — | 187,832 | D | ↗ |
| 2025-02-12 | Pritchett Jaclyn C | Officer | A-Award | A | Common Stock | 11,568 | 0.00 | — | 147,284 | D | ↗ |
| 2025-02-12 | MACE ELIZABETH B. | Director | A-Award | A | Common Stock | 17,469 | 0.00 | — | 31,455 | D | ↗ |
| 2025-02-12 | LEISURE RAY | Officer | A-Award | A | Common Stock | 38,033 | 0.00 | — | 90,658 | D | ↗ |
| 2025-02-12 | Kussow Dawn L | Officer | A-Award | A | Common Stock | 141,988 | 0.00 | — | 426,042 | D | ↗ |
| 2025-02-12 | KAESTNER H TODD | Officer | A-Award | A | Common Stock | 23,134 | 0.00 | — | 428,154 | D | ↗ |
| 2025-02-12 | HICKS GEORGE T | Officer | A-Award | A | Common Stock | 15,422 | 0.00 | — | 397,731 | D | ↗ |
| 2025-02-12 | Freed Vicki L | Director | A-Award | A | Common Stock | 32,454 | 0.00 | — | 169,716 | D | ↗ |
| 2025-02-12 | Drayton Claudia | Director | A-Award | A | Common Stock | 17,469 | 0.00 | — | 31,455 | D | ↗ |
| 2025-02-12 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 32,454 | 0.00 | — | 532,506 | D | ↗ |
| 2025-02-12 | BAIER LUCINDA M | Director / Officer | A-Award | A | Common Stock | 257,045 | 0.00 | — | 3,176,521 | D | ↗ |
| 2025-02-12 | Asher Jordan R | Director | A-Award | A | Common Stock | 32,454 | 0.00 | — | 139,633 | D | ↗ |
| 2024-12-05 | WIELANSKY LEE S | Director | S-Sale | D | Common Stock | 10,000 | 5.62 | 56.2K | 211,382 | D | ↗ |
| 2024-10-28 | LEISURE RAY | Officer | A-Award | A | Common Stock | 7,684 | 0.00 | — | 52,625 | D | ↗ |
| 2024-08-28 | Asher Jordan R | Director | G-Gift | D | Common Stock | 7,000 | 0.00 | — | 107,179 | — | ↗ |
| 2024-08-20 | RICCI BENJAMIN J. | Officer | F-InKind | D | Common Stock | 283 | 6.63 | 1.9K | 149,799 | — | ↗ |
| 2024-08-11 | LEISURE RAY | Officer | — | D | Common Stock | 0 | 0.00 | — | 44,941 | — | ↗ |
| 2024-08-05 | MACE ELIZABETH B. | Director | A-Award | A | Common Stock | 13,986 | 0.00 | — | 13,986 | — | ↗ |
| 2024-08-05 | Drayton Claudia | Director | A-Award | A | Common Stock | 13,986 | 0.00 | — | 13,986 | — | ↗ |
| 2024-06-18 | MACE ELIZABETH B. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-18 | Drayton Claudia | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-22 | Asher Jordan R | Director | G-Gift | D | Common Stock | 7,000 | 0.00 | — | 114,179 | — | ↗ |
| 2024-05-15 | BROMLEY MARCUS E | Director | S-Sale | D | Common Stock | 3,300 | 7.25 | 23.9K | 146,152 | — | ↗ |
| 2024-03-31 | FISCHER LAURA E. | Officer | D-Return | D | Common Stock | 105,244 | 0.00 | — | 39,940 | — | ↗ |
| 2024-03-06 | HICKS GEORGE T | Officer | P-Purchase | A | Common Stock | 9,140 | 5.50 | 50.3K | 351,883 | — | ↗ |
| 2024-03-01 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 1,911 | 5.57 | 10.6K | 110,868 | — | ↗ |
| 2024-02-27 | White Chad C. | Officer | F-InKind | D | Common Stock | 17,805 | 5.91 | 105.2K | 470,417 | — | ↗ |
| 2024-02-27 | RICCI BENJAMIN J. | Officer | F-InKind | D | Common Stock | 12,792 | 5.91 | 75.6K | 150,082 | — | ↗ |
| 2024-02-27 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 7,322 | 5.91 | 43.3K | 112,779 | — | ↗ |
| 2024-02-27 | Kussow Dawn L | Officer | F-InKind | D | Common Stock | 21,600 | 5.91 | 127.7K | 284,054 | — | ↗ |
| 2024-02-27 | KAESTNER H TODD | Officer | F-InKind | D | Common Stock | 19,902 | 5.91 | 117.6K | 352,788 | — | ↗ |
| 2024-02-27 | HICKS GEORGE T | Officer | F-InKind | D | Common Stock | 9,140 | 5.91 | 54.0K | 342,743 | — | ↗ |
| 2024-02-27 | FISCHER LAURA E. | Officer | F-InKind | D | Common Stock | 9,405 | 5.91 | 55.6K | 145,184 | — | ↗ |
| 2024-02-27 | BROMLEY MARCUS E | Director | S-Sale | D | Common Stock | 20,763 | 5.85 | 121.4K | 149,452 | — | ↗ |
| 2024-02-27 | BAIER LUCINDA M | Director / Officer | F-InKind | D | Common Stock | 215,964 | 5.91 | 1.28M | 2,919,476 | — | ↗ |
| 2024-02-23 | BUMSTEAD FRANK M | Director | P-Purchase | A | Common Stock | 1,000 | 5.36 | 5.4K | 500,052 | — | ↗ |
| 2024-02-15 | White Chad C. | Officer | A-Award | A | Common Stock | 55,644 | 0.00 | — | 449,473 | — | ↗ |
| 2024-02-15 | Warren Denise Wilder | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 168,650 | — | ↗ |
| 2024-02-15 | WIELANSKY LEE S | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 221,382 | — | ↗ |
| 2024-02-15 | SANSONE GUY P | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 137,262 | — | ↗ |
| 2024-02-15 | RICCI BENJAMIN J. | Officer | A-Award | A | Common Stock | 34,579 | 0.00 | — | 156,818 | — | ↗ |
| 2024-02-15 | Pritchett Jaclyn C | Officer | A-Award | A | Common Stock | 18,283 | 0.00 | — | 106,900 | — | ↗ |
| 2024-02-15 | Kussow Dawn L | Officer | A-Award | A | Common Stock | 79,492 | 0.00 | — | 285,538 | — | ↗ |
| 2024-02-15 | KAESTNER H TODD | Officer | A-Award | A | Common Stock | 26,647 | 0.00 | — | 372,690 | — | ↗ |
| 2024-02-15 | HICKS GEORGE T | Officer | A-Award | A | Common Stock | 23,848 | 0.00 | — | 334,282 | — | ↗ |
| 2024-02-15 | Freed Vicki L | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 137,262 | — | ↗ |
| 2024-02-15 | FISCHER LAURA E. | Officer | A-Award | A | Common Stock | 34,579 | 0.00 | — | 148,533 | — | ↗ |
| 2024-02-15 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 499,052 | — | ↗ |
| 2024-02-15 | BROMLEY MARCUS E | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 170,215 | — | ↗ |
| 2024-02-15 | BAIER LUCINDA M | Director / Officer | A-Award | A | Common Stock | 215,894 | 0.00 | — | 3,135,440 | — | ↗ |
| 2024-02-15 | Asher Jordan R | Director | A-Award | A | Common Stock | 23,214 | 0.00 | — | 121,179 | — | ↗ |
| 2024-01-01 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 5,283 | 5.82 | 30.7K | 475,838 | — | ↗ |
| 2023-12-06 | BROMLEY MARCUS E | Director | S-Sale | D | Common Stock | 3,995 | 5.30 | 21.2K | 147,001 | — | ↗ |
| 2023-12-05 | BROMLEY MARCUS E | Director | S-Sale | D | Common Stock | 10,000 | 5.26 | 52.6K | 150,996 | — | ↗ |
| 2023-12-04 | BROMLEY MARCUS E | Director | S-Sale | D | Common Stock | 10,000 | 5.38 | 53.8K | 160,996 | — | ↗ |
| 2023-11-21 | BROMLEY MARCUS E | Director | S-Sale | D | Common Stock | 1,005 | 5.45 | 5.5K | 170,996 | — | ↗ |
| 2023-11-19 | FISCHER LAURA E. | Officer | F-InKind | D | Common Stock | 198 | 5.25 | 1.0K | 113,954 | — | ↗ |
| 2023-11-16 | Asher Jordan R | Director | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 97,965 | — | ↗ |
| 2023-10-01 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 6,944 | 4.14 | 28.7K | 470,555 | — | ↗ |
| 2023-08-20 | RICCI BENJAMIN J. | Officer | F-InKind | D | Common Stock | 284 | 4.16 | 1.2K | 122,239 | — | ↗ |
| 2023-07-01 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 6,812 | 4.22 | 28.7K | 463,611 | — | ↗ |
| 2023-05-20 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 574 | 3.68 | 2.1K | 88,617 | — | ↗ |
| 2023-05-20 | FISCHER LAURA E. | Officer | F-InKind | D | Common Stock | 1,345 | 3.68 | 4.9K | 114,152 | — | ↗ |
| 2023-04-01 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 9,745 | 2.95 | 28.7K | 456,799 | — | ↗ |
| 2023-03-02 | Asher Jordan R | Director | S-Sale | D | Common Stock | 17,200 | 3.33 | 57.3K | 102,965 | — | ↗ |
| 2023-03-01 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 2,181 | 3.20 | 7.0K | 89,191 | — | ↗ |
| 2023-02-27 | RICCI BENJAMIN J. | Officer | F-InKind | D | Common Stock | 6,984 | 3.32 | 23.2K | 122,523 | — | ↗ |
| 2023-02-27 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 4,001 | 3.32 | 13.3K | 91,372 | — | ↗ |
| 2023-02-27 | Kussow Dawn L | Officer | F-InKind | D | Common Stock | 10,948 | 3.32 | 36.3K | 206,046 | — | ↗ |
| 2023-02-27 | KAESTNER H TODD | Officer | F-InKind | D | Common Stock | 14,825 | 3.32 | 49.2K | 307,489 | — | ↗ |
| 2023-02-27 | HICKS GEORGE T | Officer | F-InKind | D | Common Stock | 9,690 | 3.32 | 32.2K | 310,434 | — | ↗ |
| 2023-02-27 | FISCHER LAURA E. | Officer | F-InKind | D | Common Stock | 6,382 | 3.32 | 21.2K | 115,497 | — | ↗ |
| 2023-02-27 | BAIER LUCINDA M | Director / Officer | F-InKind | D | Common Stock | 162,348 | 3.32 | 539.0K | 2,522,089 | — | ↗ |
| 2023-02-24 | Swain Steven E | — | F-InKind | D | Common Stock | 48,709 | 3.29 | 160.3K | 530,006 | — | ↗ |
| 2023-02-15 | White Chad C. | Officer | A-Award | A | Common Stock | 114,407 | 0.00 | — | 378,318 | — | ↗ |
| 2023-02-15 | Warren Denise Wilder | Director | A-Award | A | Common Stock | 45,763 | 0.00 | — | 145,436 | — | ↗ |
| 2023-02-15 | WIELANSKY LEE S | Director | A-Award | A | Common Stock | 45,763 | 0.00 | — | 198,168 | — | ↗ |
| 2023-02-15 | Swain Steven E | Officer | A-Award | A | Common Stock | 42,358 | 0.00 | — | 578,715 | — | ↗ |
| 2023-02-15 | SANSONE GUY P | Director | A-Award | A | Common Stock | 45,763 | 0.00 | — | 114,048 | — | ↗ |
| 2023-02-15 | RICCI BENJAMIN J. | Officer | A-Award | A | Common Stock | 63,560 | 0.00 | — | 127,420 | — | ↗ |
| 2023-02-15 | Pritchett Jaclyn C | Officer | A-Award | A | Common Stock | 38,136 | 0.00 | — | 90,004 | — | ↗ |
| 2023-02-15 | Kussow Dawn L | Officer | A-Award | A | Common Stock | 118,644 | 0.00 | — | 214,955 | — | ↗ |
| 2023-02-15 | KAESTNER H TODD | Officer | A-Award | A | Common Stock | 77,966 | 0.00 | — | 311,576 | — | ↗ |
| 2023-02-15 | HICKS GEORGE T | Officer | A-Award | A | Common Stock | 50,848 | 0.00 | — | 312,965 | — | ↗ |
| 2023-02-15 | Freed Vicki L | Director | A-Award | A | Common Stock | 45,763 | 0.00 | — | 114,048 | — | ↗ |
| 2023-02-15 | FISCHER LAURA E. | Officer | A-Award | A | Common Stock | 63,560 | 0.00 | — | 119,792 | — | ↗ |
| 2023-02-15 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 45,763 | 0.00 | — | 447,054 | — | ↗ |
| 2023-02-15 | BROMLEY MARCUS E | Director | A-Award | A | Common Stock | 45,763 | 0.00 | — | 172,001 | — | ↗ |
| 2023-02-15 | BAIER LUCINDA M | Director / Officer | A-Award | A | Common Stock | 847,458 | 0.00 | — | 2,565,119 | — | ↗ |
| 2023-02-15 | Asher Jordan R | Director | A-Award | A | Common Stock | 45,763 | 0.00 | — | 120,165 | — | ↗ |
| 2023-01-12 | RICCI BENJAMIN J. | Officer | — | D | Common Stock | 0 | 0.00 | — | 63,860 | — | ↗ |
| 2023-01-12 | FISCHER LAURA E. | Officer | — | D | Common Stock | 0 | 0.00 | — | 56,232 | — | ↗ |
| 2023-01-12 | Bowman Kevin W | Director | F-InKind | D | Common Stock | 9,675 | 2.91 | 28.2K | 125,942 | — | ↗ |
| 2022-11-19 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 84 | 3.14 | 263.76 | 51,868 | — | ↗ |
| 2022-11-19 | Bowman Kevin W | Officer | F-InKind | D | Common Stock | 660 | 3.14 | 2.1K | 135,617 | — | ↗ |
| 2022-11-17 | BUMSTEAD FRANK M | Director | P-Purchase | A | Common Stock | 50,000 | 3.09 | 154.4K | 401,291 | — | ↗ |
| 2022-05-20 | Pritchett Jaclyn C | Officer | F-InKind | D | Common Stock | 375 | 5.48 | 2.1K | 51,952 | — | ↗ |
| 2022-03-01 | Pritchett Jaclyn C | Officer | — | D | Common Stock | 0 | 0.00 | — | 52,327 | — | ↗ |
| 2022-03-01 | BAIER LUCINDA M | Officer | S-Sale | D | Common Stock | 73,991 | 6.76 | 499.9K | 1,717,661 | — | ↗ |
| 2022-02-27 | Swain Steven E | Officer | F-InKind | D | Common Stock | 37,198 | 7.00 | 260.4K | 536,357 | — | ↗ |
| 2022-02-27 | Kussow Dawn L | Officer | F-InKind | D | Common Stock | 9,699 | 7.00 | 67.9K | 96,311 | — | ↗ |
| 2022-02-27 | KAESTNER H TODD | Officer | F-InKind | D | Common Stock | 13,589 | 7.00 | 95.1K | 233,610 | — | ↗ |
| 2022-02-27 | HICKS GEORGE T | Officer | F-InKind | D | Common Stock | 8,964 | 7.00 | 62.7K | 262,117 | — | ↗ |
| 2022-02-27 | Bowman Kevin W | Officer | F-InKind | D | Common Stock | 3,718 | 7.00 | 26.0K | 136,277 | — | ↗ |
| 2022-02-27 | BAIER LUCINDA M | Director / Officer | F-InKind | D | Common Stock | 153,413 | 7.00 | 1.07M | 1,791,652 | — | ↗ |
| 2022-02-11 | GLENVIEW CAPITAL MANAGEMENT, LLC | 10% Owner | — | I | Call Option (right to buy) | 4,088,400 | 0.00 | — | 0 | — | ↗ |
| 2022-02-10 | White Chad C. | Officer | D-Return | D | Common Stock | 7,156 | 0.00 | — | 204,820 | — | ↗ |
| 2022-02-10 | Warren Denise Wilder | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 99,673 | — | ↗ |
| 2022-02-10 | WIELANSKY LEE S | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 152,405 | — | ↗ |
| 2022-02-10 | Swain Steven E | Officer | D-Return | D | Common Stock | 20,674 | 0.00 | — | 411,991 | — | ↗ |
| 2022-02-10 | SANSONE GUY P | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 68,285 | — | ↗ |
| 2022-02-10 | Kussow Dawn L | Officer | D-Return | D | Common Stock | 1,359 | 0.00 | — | 82,707 | — | ↗ |
| 2022-02-10 | KAESTNER H TODD | Officer | D-Return | D | Common Stock | 5,566 | 0.00 | — | 206,289 | — | ↗ |
| 2022-02-10 | Johnson-Mills Rita | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 99,136 | — | ↗ |
| 2022-02-10 | HICKS GEORGE T | Officer | D-Return | D | Common Stock | 5,168 | 0.00 | — | 243,808 | — | ↗ |
| 2022-02-10 | Freed Vicki L | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 68,285 | — | ↗ |
| 2022-02-10 | Bowman Kevin W | Officer | A-Award | A | Common Stock | 77,273 | 0.00 | — | 139,995 | — | ↗ |
| 2022-02-10 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 351,291 | — | ↗ |
| 2022-02-10 | BROMLEY MARCUS E | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 126,238 | — | ↗ |
| 2022-02-10 | BAIER LUCINDA M | Director / Officer | D-Return | D | Common Stock | 75,541 | 0.00 | — | 1,490,519 | — | ↗ |
| 2022-02-10 | Asher Jordan R | Director | A-Award | A | Common Stock | 24,545 | 0.00 | — | 74,402 | — | ↗ |
| 2021-12-03 | HICKS GEORGE T | Officer | S-Sale | D | Common Stock | 700 | 6.02 | 4.2K | 248,976 | — | ↗ |
| 2021-12-02 | HICKS GEORGE T | Officer | S-Sale | D | Common Stock | 24,664 | 6.00 | 148.0K | 249,676 | — | ↗ |
| 2021-11-19 | Swain Steven E | Officer | F-InKind | D | Common Stock | 3,242 | 6.65 | 21.6K | 432,665 | — | ↗ |
| 2021-10-28 | Bowman Kevin W | Officer | A-Award | A | Common Stock | 10,832 | 0.00 | — | 62,722 | — | ↗ |
| 2021-10-01 | Kent Cindy | — | D-Return | D | Common Stock | 190,263 | 0.00 | — | 18,311 | — | ↗ |
| 2021-10-01 | Bowman Kevin W | Officer | — | D | Common Stock | 0 | 0.00 | — | 51,890 | — | ↗ |
| 2021-07-01 | O'Neal Anna Gene | — | A-Award | A | Common Stock | 4,439 | 0.00 | — | 54,124 | — | ↗ |
| 2021-02-27 | Swain Steven E | Officer | F-InKind | D | Common Stock | 20,423 | 5.82 | 118.9K | 488,555 | — | ↗ |
| 2021-02-27 | O'Neal Anna Gene | Officer | F-InKind | D | Common Stock | 1,317 | 5.82 | 7.7K | 49,685 | — | ↗ |
| 2021-02-27 | Kussow Dawn L | Officer | F-InKind | D | Common Stock | 9,392 | 5.82 | 54.7K | 84,066 | — | ↗ |
| 2021-02-27 | Kent Cindy | Officer | F-InKind | D | Common Stock | 6,546 | 5.82 | 38.1K | 208,574 | — | ↗ |
| 2021-02-27 | KAESTNER H TODD | Officer | F-InKind | D | Common Stock | 14,795 | 5.82 | 86.1K | 211,855 | — | ↗ |
| 2021-02-27 | HICKS GEORGE T | Officer | F-InKind | D | Common Stock | 14,431 | 5.82 | 84.0K | 274,340 | — | ↗ |
| 2021-02-27 | BAIER LUCINDA M | Director / Officer | F-InKind | D | Common Stock | 124,717 | 5.82 | 725.9K | 1,773,529 | — | ↗ |
| 2021-02-22 | White Chad C. | Officer | A-Award | A | Common Stock | 63,360 | 0.00 | — | 233,446 | — | ↗ |
| 2021-02-22 | Warren Denise Wilder | Director | A-Award | A | Common Stock | 26,522 | 0.00 | — | 75,128 | — | ↗ |
| 2021-02-22 | WIELANSKY LEE S | Director | A-Award | A | Common Stock | 26,522 | 0.00 | — | 127,860 | — | ↗ |
| 2021-02-22 | Swain Steven E | Officer | A-Award | A | Common Stock | 189,097 | 0.00 | — | 571,001 | — | ↗ |
| 2021-02-22 | SANSONE GUY P | Director | A-Award | A | Common Stock | 26,522 | 0.00 | — | 43,740 | — | ↗ |
| 2021-02-22 | O'Neal Anna Gene | Officer | A-Award | A | Common Stock | 24,558 | 0.00 | — | 51,002 | — | ↗ |
| 2021-02-22 | Kussow Dawn L | Officer | D-Return | D | Common Stock | 2,364 | 0.00 | — | 91,182 | — | ↗ |
| 2021-02-22 | Kent Cindy | Officer | A-Award | A | Common Stock | 122,790 | 0.00 | — | 215,120 | — | ↗ |
| 2021-02-22 | KAESTNER H TODD | Officer | D-Return | D | Common Stock | 16,699 | 0.00 | — | 226,650 | — | ↗ |
| 2021-02-22 | Johnson-Mills Rita | Director | A-Award | A | Common Stock | 26,522 | 0.00 | — | 74,591 | — | ↗ |
| 2021-02-22 | HICKS GEORGE T | Officer | D-Return | D | Common Stock | 8,993 | 0.00 | — | 280,781 | — | ↗ |
| 2021-02-22 | Freed Vicki L | Director | A-Award | A | Common Stock | 26,522 | 0.00 | — | 43,740 | — | ↗ |
| 2021-02-22 | BUMSTEAD FRANK M | Director | A-Award | A | Common Stock | 26,522 | 0.00 | — | 326,746 | — | ↗ |
| 2021-02-22 | BROMLEY MARCUS E | Director | A-Award | A | Common Stock | 26,522 | 0.00 | — | 101,693 | — | ↗ |
| 2021-02-22 | BAIER LUCINDA M | Director / Officer | D-Return | D | Common Stock | 226,622 | 0.00 | — | 1,898,246 | — | ↗ |
| 2021-02-22 | Asher Jordan R | Director | A-Award | A | Common Stock | 22,609 | 0.00 | — | 49,857 | — | ↗ |
| 2021-01-01 | Johnson-Mills Rita | Director | A-Award | A | Common Stock | 1,749 | 4.43 | 7.7K | 48,069 | — | ↗ |
| 2020-12-28 | Johnson May Diane | — | D-Return | D | Common Stock | 73,614 | 0.00 | — | 4,185 | — | ↗ |
| 2020-10-01 | Johnson-Mills Rita | Director | A-Award | A | Common Stock | 2,490 | 2.55 | 6.3K | 46,320 | — | ↗ |
| 2020-08-20 | O'Neal Anna Gene | Officer | F-InKind | D | Common Stock | 504 | 2.75 | 1.4K | 26,044 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Lucinda M. Baier Former President and Chief Executive Officer | 285.3K | — | 5.08M | — | 1.28M | 3.73M | 10.39M | 48.95% | ↗ |
| 2 | 2025 | Nikolas W. Stengle Chief Executive Officer | 229.3K | 370.0K | 4.28M | — | 403.6K | 20.8K | 5.31M | 80.71% | ↗ |
| 3 | 2025 | Dawn L. Kussow Executive Vice President and Chief Financial Officer | 630.0K | 100.0K | 1.42M | — | 1.13M | 29.2K | 3.31M | 42.86% | ↗ |
| 4 | 2025 | Chad C. White Executive Vice President, General Counsel and Secretary | 495.0K | 100.0K | 723.5K | — | 904.6K | 8.8K | 2.23M | 32.42% | ↗ |
| 5 | 2025 | H. Todd Kaestner Former Executive Vice President – Corporate Development and President – CCRCs | 347.4K | — | 521.1K | — | 419.0K | 885.3K | 2.17M | 23.98% | ↗ |
| 6 | 2025 | Denise W. Warren Former Interim Chief Executive Officer | 431.5K | — | 1,000.0K | — | — | 289.8K | 1.72M | 58.09% | ↗ |
| 7 | 2025 | Jaclyn Pritchett Executive Vice President and Chief Human Resources Officer | 343.0K | — | 247.9K | — | 348.3K | 6.4K | 945.6K | 26.22% | ↗ |
| 8 | 2025 | Benjamin J. Ricci Former Division Vice President – East Division | 385.0K | — | 251.5K | — | 255.6K | 6.4K | 898.4K | 27.99% | ↗ |
| 9 | 2024 | Lucinda M. Baier Former President and Chief Executive Officer | 1.02M | — | 5.11M | — | 3.66M | 10.9K | 9.79M | 52.15% | ↗ |
| 10 | 2024 | Dawn L. Kussow Executive Vice President and Chief Financial Officer | 600.0K | — | 1.02M | — | 494.6K | 17.7K | 2.13M | 47.87% | ↗ |
| 11 | 2024 | Chad C. White Executive Vice President, General Counsel and Secretary | 485.0K | — | 715.0K | — | 612.2K | 8.5K | 1.82M | 39.27% | ↗ |
| 12 | 2024 | H. Todd Kaestner Former Executive Vice President – Corporate Development and President – CCRCs | 460.0K | — | 495.4K | — | 523.2K | 9.6K | 1.49M | 33.29% | ↗ |
| 13 | 2023 | Lucinda M. Baier President and Chief Executive Officer | 990.0K | — | 3.19M | — | 1.26M | 9.3K | 5.45M | 58.58% | ↗ |
| 14 | 2023 | Lucinda M. Baier Former President and Chief Executive Officer | 990.0K | — | 3.19M | — | 1.26M | 9.3K | 5.45M | 58.58% | ↗ |
| 15 | 2023 | Dawn L. Kussow Executive Vice President and Chief Financial Officer | 516.5K | — | 714.5K | — | 375.7K | 6.7K | 1.61M | 44.29% | ↗ |
| 16 | 2023 | Chad C. White Executive Vice President, General Counsel and Secretary | 475.0K | — | 689.0K | — | 352.6K | 8.8K | 1.53M | 45.17% | ↗ |
| 17 | 2023 | Chad C. White Executive Vice President , General Counsel and Secretary | 475.0K | — | 689.0K | — | 352.6K | 8.8K | 1.53M | 45.17% | ↗ |
| 18 | 2023 | Steven E. Swain Former Executive Vice President and Chief Financial Officer | 90.8K | — | — | — | 67.4K | 1.20M | 1.35M | 0.00% | ↗ |
| 19 | 2023 | H. Todd Kaestner Executive Vice President – Corporate Development and President – CCRCs | 445.0K | — | 469.6K | — | 330.3K | 8.8K | 1.25M | 37.45% | ↗ |
| 20 | 2023 | H. Todd Kaestner Former Executive Vice President – Corporate Development and President – CCRCs | 445.0K | — | 469.6K | — | 330.3K | 8.8K | 1.25M | 37.45% | ↗ |
| 21 | 2023 | Kevin W. Bowman Former Executive Vice President – Community Operations | 16.4K | — | — | — | 23.1K | 968.9K | 1.01M | 0.00% | ↗ |
| 22 | 2023 | George T. Hicks Executive Vice President – Finance and Treasurer | 295.0K | — | 306.2K | — | 191.6K | 6.2K | 799.0K | 38.33% | ↗ |
| 23 | 2022 | Lucinda M. Baier President and Chief Executive Officer | 975.0K | — | 5.12M | — | 545.7K | 8.1K | 6.65M | 77.00% | ↗ |
| 24 | 2022 | Steven E. Swain Former Executive Vice President and Chief Financial Officer | 590.0K | — | 1.82M | — | 244.6K | 7.9K | 2.66M | 68.32% | ↗ |
| 25 | 2022 | Kevin W. Bowman Former Executive Vice President – Community Operations | 475.0K | — | 869.9K | — | 207.9K | 73.9K | 1.63M | 53.48% | ↗ |
| 26 | 2022 | Chad C. White Executive Vice President , General Counsel and Secretary | 465.0K | — | 665.2K | — | 154.2K | 6.8K | 1.29M | 51.52% | ↗ |
| 27 | 2022 | H. Todd Kaestner Executive Vice President – Corporate Development and President – CCRCs | 430.0K | — | 460.5K | — | 142.6K | 7.3K | 1.04M | 44.26% | ↗ |
| 28 | 2022 | Dawn L. Kussow Executive Vice President and Chief Financial Officer | 344.4K | 37.0K | 172.9K | — | 82.0K | 6.3K | 642.5K | 26.91% | ↗ |
| 29 | 2021 | Lucinda M. Baier President and Chief Executive Officer | 938.0K | 100.0K | 2.77M | — | 1.49M | 8.9K | 5.30M | 52.17% | ↗ |
| 30 | 2021 | Steven E. Swain Former Executive Vice President and Chief Financial Officer | 575.0K | — | 962.5K | — | 675.8K | 8.2K | 2.22M | 43.33% | ↗ |
| 31 | 2021 | Steven E. Swain Executive Vice President and Chief Financial Officer | 575.0K | — | 962.5K | — | 675.8K | 8.2K | 2.22M | 43.33% | ↗ |
| 32 | 2021 | Chad C. White Executive Vice President , General Counsel and Secretary | 425.0K | 73.0K | 322.5K | — | 349.7K | 7.1K | 1.18M | 27.39% | ↗ |
| 33 | 2021 | Cindy R. Kent Former Executive Vice President and President – Senior Living Community Operations | 405.4K | — | 625.0K | — | — | 14.2K | 1.04M | 59.84% | ↗ |
| 34 | 2021 | H. Todd Kaestner Executive Vice President – Corporate Development and President – CCRCs | 390.0K | 75.0K | 242.5K | — | 320.9K | 7.6K | 1.04M | 23.41% | ↗ |
| 35 | 2021 | Kevin W. Bowman Executive Vice President – Community Operations | 339.8K | — | 160.0K | — | 253.9K | 16.8K | 770.6K | 20.76% | ↗ |
| 36 | 2021 | Kevin W. Bowman Former Executive Vice President – Community Operations | 339.8K | — | 160.0K | — | 253.9K | 16.8K | 770.6K | 20.76% | ↗ |
| 37 | 2020 | Lucinda M. Baier President and Chief Executive Officer | 938.0K | 1.04M | 4.94M | — | 158.3K | 7.3K | 7.09M | 69.69% | ↗ |
| 38 | 2020 | Steven E. Swain Executive Vice President and Chief Financial Officer | 575.0K | 474.4K | 1.71M | — | 71.9K | 6.9K | 2.84M | 60.30% | ↗ |
| 39 | 2020 | Steven E. Swain Former Executive Vice President and Chief Financial Officer | 575.0K | 474.4K | 1.71M | — | 71.9K | 6.9K | 2.84M | 60.30% | ↗ |
| 40 | 2020 | Cindy R. Kent Executive Vice President and President of Senior Living | 509.1K | 287.5K | 1.16M | — | 63.6K | 91.1K | 2.11M | 54.90% | ↗ |
| 41 | 2020 | Cindy R. Kent Former Executive Vice President and President – Senior Living Community Operations | 509.1K | 287.5K | 1.16M | — | 63.6K | 91.1K | 2.11M | 54.90% | ↗ |
| 42 | 2020 | Mary Sue Patchett Executive Vice President – Strategic Operations | 467.8K | 379.7K | 907.2K | — | 58.5K | 6.8K | 1.82M | 49.85% | ↗ |
| 43 | 2020 | Chad C. White Executive Vice President , General Counsel and Secretary | 425.0K | 245.4K | 554.4K | — | 37.2K | 5.6K | 1.27M | 43.74% | ↗ |
| 44 | 2020 | H. Todd Kaestner Executive Vice President – Corporate Development and President – CCRCs | 355.0K | 205.0K | 352.8K | — | 31.1K | 7.2K | 951.1K | 37.10% | ↗ |
| 45 | 2019 | Lucinda M. Baier President and Chief Executive Officer | 910.0K | — | 4.77M | — | 657.3K | 10.2K | 6.35M | 75.16% | ↗ |
| 46 | 2019 | Steven E. Swain Executive Vice President and Chief Financial Officer | 515.0K | — | 1.31M | — | 275.5K | 20.5K | 2.12M | 61.70% | ↗ |
| 47 | 2019 | Mary Sue Patchett Executive Vice President – Strategic Operations | 467.8K | — | 904.4K | — | 250.3K | 9.0K | 1.63M | 55.44% | ↗ |
| 48 | 2019 | Chad C. White Executive Vice President , General Counsel and Secretary | 397.5K | 40.0K | 452.2K | — | 148.9K | 7.8K | 1.05M | 43.22% | ↗ |
| 49 | 2019 | H. Todd Kaestner Executive Vice President – Asset Management and Division President–Entry Fee | 344.5K | — | 351.7K | — | 129.0K | 9.1K | 834.4K | 42.15% | ↗ |
| 50 | 2019 | H. Todd Kaestner Executive Vice President – Corporate Development and President – CCRCs | 344.5K | — | 351.7K | — | 129.0K | 9.1K | 834.4K | 42.15% | ↗ |
| 51 | 2018 | Lucinda M. Baier President and Chief Executive Officer | 782.2K | 50.0K | 3.55M | — | 281.0K | 9.1K | 4.67M | 75.99% | ↗ |
| 52 | 2018 | Mary Sue Patchett Executive Vice President – Strategic Operations | 437.8K | 450.0K | 800.0K | — | 62.9K | 7.8K | 1.76M | 45.50% | ↗ |
| 53 | 2018 | Steven E. Swain Executive Vice President and Chief Financial Officer | 161.5K | 100.0K | 802.3K | — | 46.0K | 162.2K | 1.27M | 63.07% | ↗ |
| 54 | 2018 | Chad C. White Executive Vice President , General Counsel and Secretary | 350.0K | 300.0K | 350.0K | — | 81.4K | 7.2K | 1.09M | 32.15% | ↗ |
| 55 | 2017 | Lucinda M. Baier President and Chief Executive Officer | 550.0K | — | 1.50M | — | 196.2K | 161.0K | 2.41M | 62.31% | ↗ |
| 56 | 2017 | Labeed S. Diab Former Chief Operating Officer | 483.8K | — | 1.50M | — | — | 144.2K | 2.13M | 70.49% | ↗ |
| 57 | 2017 | Cedric T. Coco Executive Vice President and Chief People Officer | 430.0K | — | 800.0K | — | 149.5K | 419.4K | 1.80M | 44.47% | ↗ |
| 58 | 2017 | Bryan D. Richardson, Former Executive Vice President and Chief Administrative Officer | 430.5K | — | 880.0K | — | 122.5K | 9.2K | 1.44M | 61.02% | ↗ |
| 59 | 2017 | T. Andrew Smith, Former President and Chief Executive Officer | 950.0K | — | — | — | 356.7K | 9.1K | 1.32M | 0.00% | ↗ |
| 60 | 2017 | Mary Sue Patchett Executive Vice President – Strategic Operations | 425.0K | — | 705.0K | — | 135.0K | 7.0K | 1.27M | 55.42% | ↗ |
| 61 | 2017 | Mary Sue Patchett, Executive Vice President, Community Operations | 425.0K | — | 705.0K | — | 135.0K | 7.0K | 1.27M | 55.42% | ↗ |
| 62 | 2016 | T. Andrew Smith, Former President and Chief Executive Officer | 953.7K | — | 5.23M | — | 418.6K | 11.3K | 6.61M | 79.06% | ↗ |
| 63 | 2016 | T. Andrew Smith, President and Chief Executive Officer | 953.7K | — | 5.23M | — | 418.6K | 11.3K | 6.61M | 79.06% | ↗ |
| 64 | 2016 | Labeed S. Diab Former Chief Operating Officer | 587.3K | — | 1.50M | — | 219.4K | 304.7K | 2.61M | 57.44% | ↗ |
| 65 | 2016 | Labeed S. Diab, Chief Operating Officer | 587.3K | — | 1.50M | — | 219.4K | 304.7K | 2.61M | 57.44% | ↗ |
| 66 | 2016 | Lucinda M. Baier President and Chief Executive Officer | 552.1K | — | 1.50M | — | 222.8K | 217.5K | 2.49M | 60.18% | ↗ |
| 67 | 2016 | Lucinda M. Baier, Chief Financial Officer | 552.1K | — | 1.50M | — | 222.8K | 217.5K | 2.49M | 60.18% | ↗ |
| 68 | 2016 | Bryan D. Richardson, Former Executive Vice President and Chief Administrative Officer | 432.1K | — | 880.0K | — | 159.5K | 9.8K | 1.48M | 59.40% | ↗ |
| 69 | 2016 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 432.1K | — | 880.0K | — | 159.5K | 9.8K | 1.48M | 59.40% | ↗ |
| 70 | 2016 | Mark W. Ohlendorf, Former President and Chief Financial Officer | 116.3K | — | — | — | — | 1.31M | 1.42M | 0.00% | ↗ |
| 71 | 2016 | Mary Sue Patchett, Executive Vice President, Community Operations | 426.6K | — | 705.0K | — | 145.4K | 7.8K | 1.28M | 54.87% | ↗ |
| 72 | 2015 | T. Andrew Smith, President and Chief Executive Officer | 953.7K | — | 7.54M | — | 276.1K | 8.9K | 8.78M | 85.88% | ↗ |
| 73 | 2015 | T. Andrew Smith, Former President and Chief Executive Officer | 953.7K | — | 7.54M | — | 276.1K | 8.9K | 8.78M | 85.88% | ↗ |
| 74 | 2015 | Labeed S. Diab, Chief Operating Officer | 76.5K | 1.00M | 2.10M | — | — | 17.8K | 3.19M | 65.74% | ↗ |
| 75 | 2015 | Labeed S. Diab Former Chief Operating Officer | 76.5K | 1.00M | 2.10M | — | — | 17.8K | 3.19M | 65.74% | ↗ |
| 76 | 2015 | Mark W. Ohlendorf, Former President and Chief Financial Officer | 542.1K | — | 2.17M | — | 158.4K | 8.9K | 2.88M | 75.35% | ↗ |
| 77 | 2015 | Gregory B. Richard, Former Executive Vice President and Chief Operating Officer | 382.9K | — | 1.77M | — | — | 350.1K | 2.50M | 70.70% | ↗ |
| 78 | 2015 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 421.6K | — | 1.58M | — | 124.1K | 8.5K | 2.13M | 74.03% | ↗ |
| 79 | 2015 | Bryan D. Richardson, Former Executive Vice President and Chief Administrative Officer | 421.6K | — | 1.58M | — | 124.1K | 8.5K | 2.13M | 74.03% | ↗ |
| 80 | 2015 | Lucinda M. Baier President and Chief Executive Officer | 48.7K | 1.00M | 775.0K | — | — | 12.0K | 1.84M | 42.22% | ↗ |
| 81 | 2015 | Lucinda M. Baier, Chief Financial Officer | 48.7K | 1.00M | 775.0K | — | — | 12.0K | 1.84M | 42.22% | ↗ |
| 82 | 2015 | Glenn O. Maul, Executive Vice President and Chief People Officer | 301.2K | — | 845.9K | — | 67.5K | 5.9K | 1.22M | 69.30% | ↗ |
| 83 | 2014 | T. Andrew Smith, President and Chief Executive Officer | 841.2K | — | 3.41M | — | 714.6K | 11.0K | 4.98M | 68.53% | ↗ |
| 84 | 2014 | T. Andrew Smith, Chief Executive Officer | 841.2K | — | 3.41M | — | 714.6K | 11.0K | 4.98M | 68.53% | ↗ |
| 85 | 2014 | Mark W. Ohlendorf, Former President and Chief Financial Officer | 499.5K | — | 986.4K | — | 364.8K | 10.7K | 1.86M | 52.99% | ↗ |
| 86 | 2014 | Mark W. Ohlendorf, President and Chief Financial Officer | 499.5K | — | 986.4K | — | 364.8K | 10.7K | 1.86M | 52.99% | ↗ |
| 87 | 2014 | Gregory B. Richard, Executive Vice President and Chief Operating Officer | 458.6K | — | 918.8K | — | 340.2K | 10.8K | 1.73M | 53.16% | ↗ |
| 88 | 2014 | Gregory B. Richard, Former Executive Vice President and Chief Operating Officer | 458.6K | — | 918.8K | — | 340.2K | 10.8K | 1.73M | 53.16% | ↗ |
| 89 | 2014 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 367.6K | — | 740.4K | — | 275.0K | 10.2K | 1.39M | 53.14% | ↗ |
| 90 | 2014 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 367.6K | — | 740.4K | — | 275.0K | 10.2K | 1.39M | 53.14% | ↗ |
| 91 | 2014 | Kristin A. Ferge, | 254.8K | 25.0K | 540.7K | — | 198.0K | 6.2K | 1.02M | 52.77% | ↗ |
| 92 | 2014 | Glenn O. Maul, Executive Vice President and Chief People Officer | 254.8K | — | 368.6K | — | 165.9K | 11.4K | 800.7K | 46.04% | ↗ |
| 93 | 2013 | T. Andrew Smith, President and Chief Executive Officer | 762.6K | — | 3.25M | — | 1.06M | 10.8K | 5.08M | 63.94% | ↗ |
| 94 | 2013 | T. Andrew Smith, Chief Executive Officer | 762.6K | — | 3.25M | — | 1.06M | 10.8K | 5.08M | 63.94% | ↗ |
| 95 | 2013 | Gregory B. Richard, Executive Vice President and Chief Operating Officer | 404.6K | — | 1.27M | — | 421.9K | 10.0K | 2.10M | 60.20% | ↗ |
| 96 | 2013 | Gregory B. Richard, Former Executive Vice President and Chief Operating Officer | 404.6K | — | 1.27M | — | 421.9K | 10.0K | 2.10M | 60.20% | ↗ |
| 97 | 2013 | Mark W. Ohlendorf, President and Chief Financial Officer | 490.0K | — | 939.4K | — | 542.2K | 10.6K | 1.98M | 47.39% | ↗ |
| 98 | 2013 | Mark W. Ohlendorf, Former President and Chief Financial Officer | 490.0K | — | 939.4K | — | 542.2K | 10.6K | 1.98M | 47.39% | ↗ |
| 99 | 2013 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 360.0K | — | 705.1K | — | 397.8K | 8.5K | 1.47M | 47.92% | ↗ |
| 100 | 2013 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 360.0K | — | 705.1K | — | 397.8K | 8.5K | 1.47M | 47.92% | ↗ |
| 101 | 2013 | Glenn O. Maul, Executive Vice President and Chief People Officer | 250.0K | — | 620.3K | — | 213.6K | 195.2K | 1.28M | 48.49% | ↗ |
| 102 | 2013 | Glenn O. Maul, Executive Vice President and Chief People Officer | 250.0K | — | 620.3K | — | 213.6K | 195.2K | 1.28M | 48.49% | ↗ |
| 103 | 2013 | W.E. Sheriff, Former Chief Executive Officer | 154.6K | — | — | — | 125.3K | 104.00 | 280.0K | 0.00% | ↗ |
| 104 | 2012 | Mark W. Ohlendorf, Co-President and Chief Financial Officer | 480.0K | — | 939.4K | — | 440.6K | 9.7K | 1.87M | 50.24% | ↗ |
| 105 | 2012 | T. Andrew Smith, Chief Executive Officer | 480.0K | — | 939.4K | — | 440.6K | 9.7K | 1.87M | 50.24% | ↗ |
| 106 | 2012 | Mark W. Ohlendorf, President and Chief Financial Officer | 480.0K | — | 939.4K | — | 440.6K | 9.7K | 1.87M | 50.24% | ↗ |
| 107 | 2012 | John P. Rijos, Co-President and Chief Operating Officer | 470.8K | — | 939.4K | — | 443.8K | 9.7K | 1.86M | 50.41% | ↗ |
| 108 | 2012 | Gregory B. Richard, Executive Vice President and Chief Operating Officer | 350.0K | — | 705.1K | — | 323.5K | 9.1K | 1.39M | 50.81% | ↗ |
| 109 | 2012 | Gregory B. Richard, Executive Vice President – Field Operations | 350.0K | — | 705.1K | — | 323.5K | 9.1K | 1.39M | 50.81% | ↗ |
| 110 | 2012 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 350.0K | — | 705.1K | — | 321.1K | 7.0K | 1.38M | 50.97% | ↗ |
| 111 | 2012 | W.E. Sheriff, Former Chief Executive Officer | 600.0K | — | — | — | 558.7K | 9.1K | 1.17M | 0.00% | ↗ |
| 112 | 2011 | T. Andrew Smith, Chief Executive Officer | 480.0K | — | 1.09M | — | 148.0K | 7.2K | 1.72M | 63.10% | ↗ |
| 113 | 2011 | Mark W. Ohlendorf, Co-President and Chief Financial Officer | 480.0K | — | 1.09M | — | 148.0K | 7.2K | 1.72M | 63.10% | ↗ |
| 114 | 2011 | T. Andrew Smith, Executive Vice President, General Counsel and Secretary | 480.0K | — | 1.09M | — | 148.0K | 7.2K | 1.72M | 63.10% | ↗ |
| 115 | 2011 | Mark W. Ohlendorf, President and Chief Financial Officer | 480.0K | — | 1.09M | — | 148.0K | 7.2K | 1.72M | 63.10% | ↗ |
| 116 | 2011 | Thilo D. Best, | 133.9K | — | 1.55M | — | — | 1.3K | 1.69M | 91.99% | ↗ |
| 117 | 2011 | John P. Rijos, Co-President and Chief Operating Officer | 480.0K | — | 1.06M | — | 128.0K | 7.2K | 1.67M | 63.20% | ↗ |
| 118 | 2011 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 346.5K | — | 705.1K | — | 106.8K | 4.5K | 1.16M | 60.63% | ↗ |
| 119 | 2011 | Gregory B. Richard, Executive Vice President – Field Operations | 350.0K | — | 705.1K | — | 96.0K | 6.6K | 1.16M | 60.91% | ↗ |
| 120 | 2011 | Gregory B. Richard, Executive Vice President and Chief Operating Officer | 350.0K | — | 705.1K | — | 96.0K | 6.6K | 1.16M | 60.91% | ↗ |
| 121 | 2011 | W.E. Sheriff, Chief Executive Officer | 600.0K | — | 293.1K | — | — | 7.8K | 901.0K | 32.53% | ↗ |
| 122 | 2011 | W.E. Sheriff, Former Chief Executive Officer | 600.0K | — | 293.1K | — | — | 7.8K | 901.0K | 32.53% | ↗ |
| 123 | 2010 | Mark W. Ohlendorf, Co-President and Chief Financial Officer | 480.0K | — | 835.1K | — | 444.6K | 7.2K | 1.77M | 47.26% | ↗ |
| 124 | 2010 | T. Andrew Smith, Executive Vice President, General Counsel and Secretary | 480.0K | — | 835.1K | — | 442.0K | 7.2K | 1.76M | 47.33% | ↗ |
| 125 | 2010 | John P. Rijos, Co-President and Chief Operating Officer | 480.0K | — | 812.6K | — | 423.2K | 7.2K | 1.72M | 47.16% | ↗ |
| 126 | 2010 | W.E. Sheriff, Chief Executive Officer | 600.0K | — | 224.4K | — | 540.0K | 7.8K | 1.37M | 16.35% | ↗ |
| 127 | 2010 | Gregory B. Richard, Executive Vice President – Field Operations | 350.0K | — | 569.4K | — | 323.3K | 6.6K | 1.25M | 45.58% | ↗ |
| 128 | 2009 | W.E. Sheriff, Chief Executive Officer | 587.7K | — | 4.74M | — | 1.01M | 1.8K | 6.34M | 74.73% | ↗ |
| 129 | 2009 | T. Andrew Smith, Executive Vice President, General Counsel and Secretary | 479.8K | — | 1.24M | — | 690.0K | 1.6K | 2.41M | 51.47% | ↗ |
| 130 | 2009 | John P. Rijos, Co-President and Chief Operating Officer | 487.0K | — | 768.6K | — | 697.3K | 1.9K | 1.95M | 39.32% | ↗ |
| 131 | 2009 | Mark W. Ohlendorf, Co-President and Chief Financial Officer | 472.9K | — | 773.0K | — | 696.0K | 1.6K | 1.94M | 39.77% | ↗ |
| 132 | 2009 | Gregory B. Richard, Executive Vice President – Field Operations | 275.4K | — | 756.4K | — | 334.0K | 1.5K | 1.37M | 55.32% | ↗ |
| 133 | 2008 | Mark J. Schulte, Former Co-Chief Executive Officer | 69.3K | — | 2.33M | — | — | 15.3K | 2.42M | 96.50% | ↗ |
| 134 | 2008 | W.E. Sheriff , Chief Executive Officer | 200.0K | — | 1.77M | — | — | 3.8K | 1.97M | 89.67% | ↗ |
| 135 | 2008 | W.E. Sheriff, Chief Executive Officer | 200.0K | — | 1.52M | — | — | 3.8K | 1.72M | 88.17% | ↗ |
| 136 | 2008 | T. Andrew Smith, Executive Vice President, General Counsel and Secretary | 446.4K | 60.0K | 759.7K | — | 40.5K | 5.6K | 1.31M | 57.89% | ↗ |
| 137 | 2008 | Mark W. Ohlendorf, Co-President and Chief Financial Officer | 233.7K | 60.0K | 759.7K | — | 54.0K | 6.1K | 1.11M | 68.23% | ↗ |
| 138 | 2008 | John P. Rijos, Co-President and Chief Operating Officer | 232.7K | 60.0K | 607.8K | — | 54.0K | 6.5K | 960.9K | 63.25% | ↗ |
| 139 | 2008 | Bryan D. Richardson, Executive Vice President and Chief Administrative Officer | 185.0K | 9.6K | 624.9K | — | 33.3K | 6.1K | 858.9K | 72.76% | ↗ |
| 140 | 2007 | Mark J. Schulte, Former Co-Chief Executive Officer | 200.0K | — | 1.12M | — | — | 4.7K | 1.33M | 84.59% | ↗ |
| 141 | 2007 | Mark W. Ohlendorf, Co-President and Chief Financial Officer | 200.0K | — | 300.0K | — | — | 4.7K | 504.7K | 59.44% | ↗ |
| 142 | 2007 | T. Andrew Smith, Executive Vice President, General Counsel and Secretary | 196.2K | 200.0K | — | — | — | 2.1K | 398.3K | 0.00% | ↗ |
| 143 | 2007 | John P. Rijos, Co-President and Chief Operating Officer | 200.0K | — | 150.0K | — | — | 4.6K | 354.6K | 42.29% | ↗ |
| 144 | 2007 | W.E. Sheriff , Chief Executive Officer | 196.2K | — | 30.0K | — | — | 3.0K | 229.2K | 13.09% | ↗ |
| 145 | 2007 | W.E. Sheriff, Chief Executive Officer | 196.2K | — | — | — | — | 3.0K | 199.2K | 0.00% | ↗ |
| 146 | 2007 | Mark W. Ohlendorf, Co-President and Chief | — | — | — | — | — | — | — | — | ↗ |
| 147 | 2007 | T. Andrew Smith, | — | — | — | — | — | — | — | — | ↗ |
| 148 | 2007 | Mark J. Schulte, Former Co-Chief Executive | — | — | — | — | — | — | — | — | ↗ |
| 149 | 2007 | John P. Rijos, Co-President and Chief | — | — | — | — | — | — | — | — | ↗ |
| 150 | 2007 | R. Stanley Young, Former Executive Vice | — | — | — | — | — | — | — | — | ↗ |
| 151 | 2007 | Paul A. Froning, Former Executive Vice | — | — | — | — | — | — | — | — | ↗ |
| 152 | 2006 | R. Stanley Young, Former Executive Vice President and Chief Financial Officer | 171.6K | — | 4.68M | — | 37.5K | 3.8K | 4.90M | 95.65% | ↗ |
| 153 | 2006 | W.E. Sheriff, Co-Chief Executive Officer | 102.1K | — | 1.67M | — | 187.0K | 359.0K | 2.32M | 72.06% | ↗ |
| 154 | 2006 | Deborah C. Paskin, Former Executive Vice President, General Counsel and Secretary | 147.1K | — | 2.10M | — | 25.0K | 3.8K | 2.27M | 92.27% | ↗ |
| 155 | 2006 | Mark W. Ohlendorf, Co-President and Chief Financial Officer | 200.0K | — | 1.22M | — | 100.0K | 2.4K | 1.52M | 80.09% | ↗ |
| 156 | 2006 | John P. Rijos, Co-President | 196.2K | — | 1.15M | — | 50.0K | 3.8K | 1.40M | 82.10% | ↗ |
| 157 | 2006 | Mark J. Schulte, Co-Chief Executive Officer | 196.2K | — | 1.15M | — | 50.0K | 3.8K | 1.40M | 82.10% | ↗ |
| 158 | 2006 | Paul A. Froning, Executive Vice President and Chief Investment Officer | 196.2K | — | 436.3K | — | 300.0K | 2.1K | 934.5K | 46.68% | ↗ |
| 159 | 2006 | John P. Rijos, Co-President and Chief | — | — | — | — | — | — | — | — | ↗ |
| 160 | 2006 | Paul A. Froning, Former Executive Vice | — | — | — | — | — | — | — | — | ↗ |
| 161 | 2006 | Mark W. Ohlendorf, Co-President and Chief | — | — | — | — | — | — | — | — | ↗ |
| 162 | 2006 | W.E. Sheriff, Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 163 | 2006 | R. Stanley Young, Former Executive Vice | — | — | — | — | — | — | — | — | ↗ |
| 164 | 2006 | Mark J. Schulte, Former Co-Chief Executive | — | — | — | — | — | — | — | — | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-30 | DEFA14A | ↗ |
| 2026-04-30 | DEF 14A | ↗ |
| 2025-07-08 | DEFA14A | ↗ |
| 2025-07-01 | DEFA14A | ↗ |
| 2025-06-30 | DEFA14A | ↗ |
| 2025-06-25 | DEFA14A | ↗ |
| 2025-06-23 | DEFA14A | ↗ |
| 2025-06-12 | DEFA14A | ↗ |
| 2025-06-12 | DEFA14A | ↗ |
| 2025-06-11 | DEFA14A | ↗ |
| 2025-06-11 | DEFA14A | ↗ |
| 2025-05-29 | DEFA14A | ↗ |
| 2025-05-15 | DEFA14A | ↗ |
| 2025-05-15 | DEFA14A | ↗ |
| 2025-05-07 | DEFA14A | ↗ |
| 2025-04-24 | DEFA14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Dawn L. Kussow | Executive Vice President & Chief Financial Officer | 1M | female |
| Chad C. White | Executive Vice President, General Counsel & Secretary | 1M | male |
| Mary Sue Patchett | Executive VP & COO | 912.7K | female |
| Jaclyn C. Pritchett | Executive VP & Chief Human Resources Officer | — | female |
| Jessica Hazel | Vice President of Investor Relations | — | female |
| David Cygan | Chief Marketing Officer | — | male |
| Michael Grant | Vice President of Investor Relations | — | male |
| Nikolas W. Stengle | Chief Executive Officer & Director | — | male |
| Richard R. Wigginton | Chief Sales Officer | — | male |
| Ross C. Roadman | Senior Vice President | — | male |
| Tara Jones | Senior Vice President & Chief Information Officer | — | female |
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No House trading activity found for this company.
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Community Opinion for BKD
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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