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Brookdale Senior Living Inc. (BKD)

USD14.58 +0.39 (+2.71%)
US NYSE Healthcare Medical - Care Facilities
Address 111 Westwood Place 37027
Brentwood, TN, US
CEO Nikolas W. Stengle
IPO 2005-11-22
CIK 1332349 ISIN US1124631045

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Also trades on New York Stock Exchange · BKD (USD) New York Stock Exchange · BKDT (USD) Other OTC · BKDTU (USD)
Description

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.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Emeritus ESC 2014-05-22 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD14.58 +0.39 (+2.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
4M
Beta
0.62
Float Shares
234.29M
Free Float %
98.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.33% -5.67% -4.56% -21.38% +25.53% +20.30% +87.57% +251.76% +85.43% -25.23% -48.96%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
14.58
Low 17.00 +16.6%
Consensus 17.67 +21.2%
Median 18.00 +23.5%
High 18.00 +23.5%
DCF (Unlevered) 7.20 -50.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 3 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
-0.16
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
1 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.69) × ERP
WACC = 33% × Ke + 67% × Kd (4.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 9.89 Current price: 14.58
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
Dec 2019
actual
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
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
225.84M
OE per share TTM
0.97
Owner's Yield
6.69%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
181.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
40
Total invested
101.57M
Insider transactions (90d)
0
Beneficial owners (>5%)
23
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
40
-205 vs prev Q
New positions
10
Closed positions
209
Increased
23
Reduced
9
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 122 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
3.20
Bullish
Ratio by volume
3.00
Bullish
Buys
16
Sells
5
Shares acquired
522.3K
Shares disposed
160.0K
Cash buys
Cash sales
Net activity
+362,235
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-02 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

Top executives
EBIT / Employee
-473.00
Shares Outstanding
237.79M

Executive compensation

Executive compensation (annual)
# 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
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
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

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-01 SC 13G/A
2026-04-30 DEFA14A
2026-04-30 DEF 14A
2026-04-30 ARS
2026-04-29 SC 13G/A
2026-04-20 8-K
2026-04-08 8-K
2026-04-06 SC 13G
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
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
ESG Rating
B
MEDICAL - CARE FACILITIES
2023
E (Environmental)
50.5 / 65.7
Company / Sector avg.
S (Social)
64.9 / 69.6
Company / Sector avg.
G (Governance)
65.3 / 68.9
Company / Sector avg.
ESG Total
60.3 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits