Subscribe

Broadridge Financial Solutions, Inc. (BR)

USD146.85 -4.19 (-2.77%)
US NYSE S&P 500 Technology Information Technology Services
Address 5 Dakota Drive 11042
Lake Success, NY, US
CEO Timothy C. Gokey
IPO 2007-03-22
CIK 1383312 ISIN US11133T1034

Explore sections of this company profile

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

Broadridge Financial Solutions, Inc. delivers specialized technology and communication services designed for the financial sector. Its Investor Communication Solutions division is responsible for processing and disseminating proxy materials for equity securities and mutual funds, streamlining associated voting procedures. Furthermore, it circulates vital regulatory disclosures, details on class actions and corporate reorganizations, and comprehensive tax reporting services. Notable offerings include ProxyEdge, an electronic proxy delivery and voting system. The company also provides data-centric solutions and a holistic platform for content creation, management, and multi-channel delivery of regulatory, marketing, and transactional content, alongside mutual fund transaction processing and advanced data analysis tools. This segment offers tailored services for public companies and investment funds, encompassing support for SEC filings and capital market transactions, registrar functions, stock transfer, and meticulous record-keeping. It also develops integrated customer communication strategies, all powered by its Broadridge Communications Cloud platform for creating and managing client engagement. The Global Technology and Operations segment streamlines the entire transaction workflow, from initial order to final settlement, across a wide array of asset classes, such as equities, mutual funds, fixed income instruments, foreign exchange, and exchange-traded derivatives. Its services encompass areas like order capture and execution, trade confirmation, margin management, cash flow, clearance and settlement, reference data, reconciliations, securities financing, collateral management, asset servicing, regulatory compliance, portfolio accounting, and custody. This segment also provides outsourced business operations, sophisticated technological tools covering portfolio management, compliance adherence, fee billing, and overarching operational support, as well as specialized solutions for capital markets and wealth management firms. Established in 1962, the company maintains its headquarters in Lake Success, New York.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1993-11-22 Active
Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD146.85 -4.19 (-2.77%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
0.90
Float Shares
116.15M
Free Float %
99.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.25% -2.48% -1.32% -12.52% -33.32% -33.18% -37.09% -3.52% -6.22% +143.56% +641.94%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (24 ratings, all time) Buy
Price Targets & DCF
Current price
146.85
Low 165.00 +12.4%
Consensus 217.50 +48.1%
Median 229.50 +56.3%
High 257.00 +75.0%
DCF (Unlevered) 231.95 +57.9%
DCF (Levered) 228.95 +55.9%

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) 56% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 2 0
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
182.67
+24.4%
Last Quarter 3
182.67
+24.4%
Last Year 9
220.67
+50.3%
All Time 14
212.43
+44.7%
Quality scores
Altman Z-Score
3.80
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +5.9% Q1'26: +7.8% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    +21.2% Q1'26: +15.1% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +14.5% Q1'26: +14.7% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +17.3% Q1'26: +18.4% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +17.1% Q1'26: +19.7% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    -0.7% Q1'26: -1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    2.04× Q1'26: 1.85× (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 (0.90) × ERP
WACC = 84% × Ke + 16% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 231.95 Current price: 146.85
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 Jun 2011
actual
Jun 2012
actual
Jun 2013
actual
Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
7 Rev. Ana.
6 EPS Ana.
Jun 2027
7 Rev. Ana.
7 EPS Ana.
Jun 2028
7 Rev. Ana.
6 EPS Ana.
Jun 2029
3 Rev. Ana.
3 EPS Ana.
Jun 2030
3 Rev. Ana.
2 EPS Ana.
Revenue
2.17B
est: 2.44B (-11.3%)
2.30B
est: 1.96B (+17.8%)
2.43B
est: 2.23B (+9.1%)
2.56B
est: 2.33B (+10.0%)
2.69B
est: 2.69B (0.0%)
2.90B
est: 2.91B (-0.5%)
4.14B
est: 4.10B (+1.0%)
4.33B
est: 4.32B (+0.1%)
4.36B
est: 4.38B (-0.3%)
4.53B
est: 4.49B (+1.0%)
4.99B
est: 4.94B (+1.1%)
5.71B
est: 5.67B (+0.6%)
6.06B
est: 6.10B (-0.7%)
6.51B
est: 6.53B (-0.3%)
6.89B
est: 6.88B (+0.1%)
7.43B
7.31B – 7.50B
+8.0% YoY
7.77B
7.64B – 7.86B
+4.6% YoY
8.17B
8.16B – 8.17B
+5.2% YoY
8.45B
8.35B – 8.54B
+3.5% YoY
8.84B
8.73B – 8.93B
+4.6% YoY
EBITDA
352.40M
est: 339.00M (+4.0%)
306.30M
est: 306.41M (0.0%)
430.30M
est: 290.65M (+48.0%)
515.60M
est: 426.73M (+20.8%)
571.20M
est: 456.74M (+25.1%)
608.40M
est: 539.65M (+12.7%)
706.00M
est: 585.35M (+20.6%)
815.50M
est: 639.81M (+27.5%)
912.80M
est: 706.60M (+29.2%)
924.20M
est: 775.29M (+19.2%)
1.01B
est: 825.52M (+22.7%)
1.22B
est: 1.03B (+18.3%)
1.36B
est: 1.18B (+15.8%)
1.51B
est: 1.92B (-21.5%)
1.69B
est: 2.02B (-16.3%)
2.18B
2.15B – 2.20B
+8.0% YoY
2.28B
2.24B – 2.31B
+4.6% YoY
2.40B
2.40B – 2.40B
+5.2% YoY
2.48B
2.45B – 2.51B
+3.5% YoY
2.60B
2.57B – 2.63B
+4.6% YoY
EBIT
279.60M
est: 284.14M (-1.6%)
214.20M
est: 261.74M (-18.2%)
336.90M
est: 282.42M (+19.3%)
418.20M
est: 368.59M (+13.5%)
464.30M
est: 393.36M (+18.0%)
497.30M
est: 467.40M (+6.4%)
532.90M
est: 483.92M (+10.1%)
603.40M
est: 515.01M (+17.2%)
652.80M
est: 540.89M (+20.7%)
624.90M
est: 568.76M (+9.9%)
678.60M
est: 638.79M (+6.2%)
759.90M
est: 676.35M (+12.4%)
936.40M
est: 734.87M (+27.4%)
1.03B
est: 1.44B (-28.6%)
1.19B
est: 1.52B (-21.3%)
1.64B
1.61B – 1.65B
+8.0% YoY
1.71B
1.68B – 1.73B
+4.6% YoY
1.80B
1.80B – 1.80B
+5.2% YoY
1.86B
1.84B – 1.88B
+3.5% YoY
1.95B
1.93B – 1.97B
+4.6% YoY
Net Income
169.60M
est: 158.73M (+6.8%)
123.60M
est: 153.84M (-19.7%)
212.10M
est: 128.21M (+65.4%)
263.00M
est: 229.20M (+14.7%)
287.10M
est: 245.83M (+16.8%)
307.50M
est: 285.68M (+7.6%)
326.80M
est: 289.84M (+12.8%)
427.90M
est: 321.73M (+33.0%)
482.10M
est: 412.74M (+16.8%)
462.50M
est: 415.02M (+11.4%)
547.50M
est: 481.64M (+13.7%)
539.10M
est: 528.65M (+2.0%)
630.60M
est: 671.10M (-6.0%)
698.10M
est: 913.47M (-23.6%)
839.50M
est: 1.01B (-16.5%)
1.12B
1.10B – 1.14B
+11.5% YoY
1.22B
1.20B – 1.24B
+9.0% YoY
1.34B
1.26B – 1.43B
+9.8% YoY
1.49B
1.47B – 1.51B
+11.0% YoY
1.63B
1.61B – 1.66B
+9.5% YoY
SGA
270.00M
est: 291.32M (-7.3%)
299.90M
est: 227.28M (+32.0%)
323.60M
est: 295.69M (+9.4%)
378.40M
est: 306.86M (+23.3%)
399.10M
est: 381.09M (+4.7%)
420.90M
est: 382.92M (+9.9%)
501.40M
est: 445.48M (+12.6%)
565.40M
est: 400.48M (+41.2%)
577.50M
est: 570.90M (+1.2%)
639.00M
est: 649.21M (-1.6%)
744.30M
est: 567.66M (+31.1%)
832.30M
est: 793.65M (+4.9%)
849.00M
est: 893.90M (-5.0%)
916.80M
est: 931.28M (-1.6%)
948.20M
est: 981.83M (-3.4%)
1.06B
1.04B – 1.07B
+8.0% YoY
1.11B
1.09B – 1.12B
+4.6% YoY
1.17B
1.16B – 1.17B
+5.2% YoY
1.21B
1.19B – 1.22B
+3.5% YoY
1.26B
1.25B – 1.27B
+4.6% YoY
EPS
1.36
est: 1.36 (+0.0%)
1.00
est: 1.22 (-17.7%)
1.74
est: 1.49 (+16.8%)
2.20
est: 1.70 (+29.8%)
2.39
est: 2.47 (-3.3%)
2.60
est: 2.73 (-4.7%)
2.77
est: 3.14 (-11.7%)
3.66
est: 4.20 (-12.8%)
4.16
est: 4.65 (-10.5%)
4.03
est: 4.97 (-18.9%)
4.73
est: 5.65 (-16.3%)
4.62
est: 6.44 (-28.2%)
5.36
est: 6.91 (-22.4%)
5.93
est: 7.72 (-23.2%)
7.17
est: 8.49 (-15.6%)
9.54
9.32 – 9.63
+12.4% YoY
10.39
10.14 – 10.52
+8.9% YoY
11.37
10.64 – 12.05
+9.4% YoY
12.60
12.40 – 12.77
+10.8% YoY
13.80
13.58 – 13.99
+9.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 DA Davidson Buy Buy Maintain
2026-05-04 UBS Neutral Neutral Maintain
2026-05-01 Needham Buy Buy Maintain
2026-04-22 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-08 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-07 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-06 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-05 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-04 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-05-01 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-29 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-28 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-27 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-24 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5
2026-04-15 B+ 3/5 4/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.32B
OE per share TTM
11.24
Owner's Yield
7.64%
Maintenance CapEx ratio
2.29%
Maint CapEx / Avg PPE
5.1%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
281
Total invested
657.41M
Insider transactions (90d)
0
Beneficial owners (>5%)
13
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 13.61M 11.67% 195.2K 13.13M 479.2K IA Pennsylvania 2022-02-09
2 (1) BlackRock, Inc. 10.63M 9.00% 9.77M 10.63M HC Delaware 2023-01-25
3 Morgan Stanley 6.58M 5.60% 13.00 5.98M 6.58M HC, CO 2023-02-08
4 04-3276549 4.94M 4.10% 4.94M 4.94M CO Delaware 2015-02-11
5 EIN #00-0000000 4.68M 4.00% 4.68M 4.68M IA, HC Jersey, Channel Islands 2022-02-10
6 Andrew A. Ziegler 2.61M 2.20% 2.54M 2.61M IN Wisconsin 2014-01-31
7 Artisan Investment Corporation 2.61M 2.20% 2.54M 2.61M HC Wisconsin 2014-01-31
8 Artisan Investments GP LLC 2.61M 2.20% 2.54M 2.61M HC Wisconsin 2014-01-31
9 Artisan Partners Asset Management Inc. 2.61M 2.20% 2.54M 2.61M HC Wisconsin 2014-01-31
10 Artisan Partners Holdings LP 2.61M 2.20% 2.54M 2.61M HC Wisconsin 2014-01-31
11 Artisan Partners Limited Partnership 2.61M 2.20% 2.54M 2.61M IA Wisconsin 2014-01-31
12 Carlene M. Ziegler 2.61M 2.20% 2.54M 2.61M IN Wisconsin 2014-01-31
13 ZFIC, Inc. 2.61M 2.20% 2.54M 2.61M HC Wisconsin 2014-01-31

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
281
-851 vs prev Q
New positions
27
Closed positions
870
Increased
135
Reduced
87
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 MACQUARIE MANAGEMENT HOLDINGS, INC. 615.9K +615.9K (+100.0%) 137.46B +137.5B (+100.0%) 0.53% +0.527 pp 0.21% +0.207 pp USD223.17 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 15.05M -243.9K (-1.6%) 3.36B -283.9M (-7.8%) 12.89% -0.142 pp 0.05% -0.006 pp USD76.33 +192.4% 75 qtrs
3 BLACKROCK, INC. 10.52M +116.8K (+1.1%) 2.35B -130.1M (-5.2%) 9.01% +0.146 pp 0.04% -0.004 pp USD215.46 +3.6% 6 qtrs
4 STATE STREET CORP 5.99M +375.7K (+6.7%) 1.34B -48.4K (0.0%) 5.13% +0.346 pp 0.05% -0.002 pp USD98.76 +126.0% 51 qtrs
5 MORGAN STANLEY 4.07M -432.4K (-9.6%) 908.79M -164.1M (-15.3%) 3.49% -0.351 pp 0.05% -0.011 pp USD158.67 +40.7% 51 qtrs
6 ALLIANCEBERNSTEIN L.P. 3.65M -43.8K (-1.2%) 813.88M -65.1M (-7.4%) 3.12% -0.021 pp 0.26% -0.020 pp USD215.84 +3.4% 61 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 3.35M +12.5K (+0.4%) 746.06M -47.0M (-5.9%) 2.87% +0.025 pp 0.05% -0.005 pp USD125.59 +77.7% 75 qtrs
8 PRICE T ROWE ASSOCIATES INC /MD/ 3.06M -527.6K (-14.7%) 682.90M -171.5M (-20.1%) 2.62% -0.436 pp 0.07% -0.018 pp USD171.16 +30.4% 75 qtrs
9 JANUS HENDERSON GROUP PLC 2.63M -483.1K (-15.5%) 588.04M -154.6M (-20.8%) 2.26% -0.400 pp 0.26% -0.076 pp USD90.69 +146.1% 43 qtrs
10 BARCLAYS PLC 2.01M +399.9K (+24.9%) 448.12M +102.3M (+29.6%) 1.72% +0.350 pp 0.11% +0.019 pp USD171.87 +29.8% 51 qtrs
11 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 1.87M -35.0K (-1.8%) 411.40M -41.4M (-9.1%) 1.60% -0.022 pp 0.28% -0.047 pp USD173.85 +28.4% 39 qtrs
12 AMERIPRISE FINANCIAL INC 1.78M +538.3K (+43.4%) 396.60M +101.9M (+34.6%) 1.52% +0.466 pp 0.09% +0.022 pp USD228.85 -2.5% 55 qtrs
13 NORTHERN TRUST CORP 1.67M -37.4K (-2.2%) 373.68M -34.0M (-8.3%) 1.43% -0.025 pp 0.05% -0.005 pp USD121.24 +84.1% 51 qtrs
14 NORGES BANK 1.55M +1.6M (+100.0%) 346.30M +346.3M (+100.0%) 1.33% +1.329 pp 0.04% +0.037 pp USD223.17 +0.0% 1 qtrs NEW
15 INVESCO LTD. 1.55M +113.8K (+7.9%) 345.35M +3.9M (+1.1%) 1.32% +0.104 pp 0.05% -0.001 pp USD169.08 +32.0% 57 qtrs
16 VAN ECK ASSOCIATES CORP 1.48M +774.7K (+110.6%) 329.24M +162.4M (+97.3%) 1.26% +0.666 pp 0.27% +0.117 pp USD229.74 -2.9% 7 qtrs
17 STIFEL FINANCIAL CORP 1.45M -62.0K (-4.1%) 322.74M -36.5M (-10.1%) 1.24% -0.047 pp 0.29% -0.038 pp USD177.28 +25.9% 48 qtrs
18 JPMORGAN CHASE & CO 1.40M +485.3K (+52.8%) 313.33M +94.5M (+43.2%) 1.20% +0.420 pp 0.02% +0.007 pp USD210.90 +5.8% 51 qtrs
19 BAHL & GAYNOR INC 1.13M -51.1K (-4.3%) 253.13M -29.2M (-10.3%) 0.97% -0.039 pp 1.28% -0.121 pp USD119.58 +86.6% 49 qtrs
20 WELLS FARGO & COMPANY/MN 1.09M -79.9K (-6.8%) 242.68M -35.3M (-12.7%) 0.93% -0.063 pp 0.04% -0.009 pp USD111.99 +99.3% 57 qtrs
21 VERITAS INVESTMENT PARTNERS (UK) LTD. 1.09M -24.1K (-2.2%) 242.22M -21.9M (-8.3%) 0.93% -0.016 pp 5.11% +0.057 pp USD166.49 +34.0% 20 qtrs
22 UBS ASSET MANAGEMENT AMERICAS INC 1.02M -72.8K (-6.7%) 227.92M -32.7M (-12.5%) 0.87% -0.058 pp 0.05% -0.008 pp USD157.20 +42.0% 75 qtrs
23 DIMENSIONAL FUND ADVISORS LP 953.9K -1.6K (-0.2%) 212.89M -14.7M (-6.4%) 0.82% +0.003 pp 0.04% -0.004 pp USD93.17 +139.5% 51 qtrs
24 GOLDMAN SACHS GROUP INC 940.0K +160.5K (+20.6%) 209.78M +24.1M (+13.0%) 0.80% +0.141 pp 0.03% +0.003 pp USD193.56 +15.3% 73 qtrs
25 FAYEZ SAROFIM & CO 904.1K +20.4K (+2.3%) 201.77M -8.7M (-4.1%) 0.77% +0.021 pp 0.48% -0.004 pp USD140.22 +59.2% 49 qtrs
26 LEGAL & GENERAL GROUP PLC 855.6K -106.4K (-11.1%) 190.95M -38.2M (-16.7%) 0.73% -0.087 pp 0.04% -0.009 pp USD123.85 +80.2% 75 qtrs
27 CAPITAL INTERNATIONAL INVESTORS 829.6K -58.3K (-6.6%) 185.14M -26.3M (-12.5%) 0.71% -0.046 pp 0.03% -0.005 pp USD157.17 +42.0% 12 qtrs
28 BANK OF NEW YORK MELLON CORP 799.3K -47.4K (-5.6%) 178.39M -23.3M (-11.5%) 0.68% -0.037 pp 0.03% -0.007 pp USD72.44 +208.1% 66 qtrs
29 JENSEN INVESTMENT MANAGEMENT INC 769.4K -330.4K (-30.0%) 171.72M -90.2M (-34.4%) 0.66% -0.278 pp 2.70% -0.549 pp USD118.09 +89.0% 35 qtrs
30 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 768.7K -58.3K (-7.0%) 171.56M -25.4M (-12.9%) 0.66% -0.046 pp 0.46% -0.020 pp USD140.63 +58.7% 42 qtrs
31 APG ASSET MANAGEMENT N.V. 884.3K -610.1K (-40.8%) 168.03M -134.9M (-44.5%) 0.76% -0.516 pp 0.48% -0.373 pp USD156.12 +42.9% 39 qtrs
32 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 710.6K +2.5K (+0.4%) 158.59M -10.1M (-6.0%) 0.61% +0.005 pp 0.02% -0.002 pp USD109.47 +103.9% 75 qtrs
33 BANK OF AMERICA CORP /DE/ 705.6K +34.4K (+5.1%) 157.47M -2.4M (-1.5%) 0.60% +0.032 pp 0.01% +0.001 pp USD162.73 +37.1% 52 qtrs
34 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 656.8K -295.0K (-31.0%) 146.59M -80.1M (-35.3%) 0.56% -0.248 pp 0.09% -0.046 pp USD148.15 +50.6% 14 qtrs
35 AMUNDI 632.4K +26.9K (+4.4%) 141.14M -1.3M (-0.9%) 0.54% +0.026 pp 0.04% -0.007 pp USD202.85 +10.0% 19 qtrs
36 567.1K +567.1K (+100.0%) 126.55M +126.6M (+100.0%) 0.49% +0.486 pp 0.93% +0.933 pp USD223.17 +0.0% 1 qtrs NEW
37 CONFLUENCE INVESTMENT MANAGEMENT LLC 556.5K -27.4K (-4.7%) 124.20M -14.9M (-10.7%) 0.48% -0.021 pp 1.86% -0.123 pp USD55.46 +302.4% 64 qtrs
38 ENVESTNET ASSET MANAGEMENT INC 487.1K -76.2K (-13.5%) 108.70M -25.5M (-19.0%) 0.42% -0.063 pp 0.03% -0.006 pp USD167.46 +33.3% 51 qtrs
39 DEUTSCHE BANK AG\ 487.1K +63.7K (+15.0%) 108.70M +7.9M (+7.8%) 0.42% +0.056 pp 0.04% +0.002 pp USD160.83 +38.8% 50 qtrs
40 CITADEL ADVISORS LLC 478.2K +429.1K (+872.6%) 106.73M +95.0M (+811.3%) 0.41% +0.368 pp 0.02% +0.014 pp USD224.16 -0.4% 17 qtrs
41 UBS GROUP AG 472.4K -42.4K (-8.2%) 105.42M -17.2M (-14.0%) 0.40% -0.034 pp 0.02% -0.002 pp USD209.72 +6.4% 45 qtrs
42 CI PRIVATE WEALTH, LLC 466.8K +11.0K (+2.4%) 104.51M -1.8M (-1.6%) 0.40% +0.011 pp 0.14% -0.027 pp USD220.26 +1.3% 13 qtrs
43 CIBC PRIVATE WEALTH GROUP, LLC 420.9K -15.9K (-3.6%) 93.93M -10.1M (-9.7%) 0.36% -0.012 pp 0.16% -0.019 pp USD153.37 +45.5% 22 qtrs
44 FRANKLIN RESOURCES INC 417.2K -258.6K (-38.3%) 93.10M -67.8M (-42.2%) 0.36% -0.218 pp 0.02% -0.017 pp USD129.00 +73.0% 51 qtrs
45 RATHBONES GROUP PLC 411.4K -20.1K (-4.6%) 91.81M -10.9M (-10.7%) 0.35% -0.015 pp 0.36% -0.054 pp USD93.34 +139.1% 38 qtrs
46 CAPTRUST FINANCIAL ADVISORS 408.4K +1.3K (+0.3%) 91.13M -5.8M (-6.0%) 0.35% +0.003 pp 0.17% -0.024 pp USD237.06 -5.9% 33 qtrs
47 QUBE RESEARCH & TECHNOLOGIES LTD 404.5K -80.5K (-16.6%) 90.27M -25.2M (-21.9%) 0.35% -0.067 pp 0.09% -0.028 pp USD228.43 -2.3% 10 qtrs
48 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 399.5K +296.7K (+288.7%) 89.18M +65.3M (+273.3%) 0.34% +0.255 pp 0.10% +0.040 pp USD215.33 +3.6% 48 qtrs
49 NUVEEN, LLC 385.7K +9.5K (+2.5%) 86.07M -3.5M (-3.9%) 0.33% +0.010 pp 0.02% -0.001 pp USD241.99 -7.8% 4 qtrs
50 RAYMOND JAMES FINANCIAL INC 376.5K -8.4K (-2.2%) 84.03M -7.7M (-8.3%) 0.32% -0.006 pp 0.03% -0.003 pp USD226.13 -1.3% 5 qtrs
51 PARNASSUS INVESTMENTS, LLC 364.6K -15.8K (-4.1%) 81.37M -9.2M (-10.2%) 0.31% -0.012 pp 0.21% +0.002 pp USD155.68 +43.4% 23 qtrs
52 BAIRD FINANCIAL GROUP, INC. 351.4K +4.5K (+1.3%) 78.43M -4.2M (-5.1%) 0.30% +0.005 pp 0.12% -0.011 pp USD106.25 +110.0% 43 qtrs
53 AQR CAPITAL MANAGEMENT LLC 337.2K +57.8K (+20.7%) 75.26M +9.1M (+13.8%) 0.29% +0.051 pp 0.04% -0.003 pp USD217.73 +2.5% 70 qtrs
54 LPL FINANCIAL LLC 334.9K +13.9K (+4.3%) 74.75M -1.7M (-2.2%) 0.29% +0.013 pp 0.02% -0.002 pp USD170.25 +31.1% 41 qtrs
55 FENIMORE ASSET MANAGEMENT INC 323.6K +4.8K (+1.5%) 72.22M -3.7M (-4.9%) 0.28% +0.006 pp 1.50% -0.018 pp USD122.16 +82.7% 29 qtrs
56 SWISS NATIONAL BANK 320.0K -18.6K (-5.5%) 71.41M -9.2M (-11.4%) 0.27% -0.014 pp 0.04% -0.004 pp USD91.13 +144.9% 51 qtrs
57 EARNEST PARTNERS LLC 306.7K -50.2K (-14.1%) 68.45M -16.6M (-19.5%) 0.26% -0.041 pp 0.29% -0.076 pp USD175.88 +26.9% 33 qtrs
58 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 303.9K -56.5K (-15.7%) 67.82M -18.0M (-21.0%) 0.26% -0.047 pp 0.04% -0.013 pp USD92.30 +141.8% 58 qtrs
59 ROYAL BANK OF CANADA 301.3K +73.2K (+32.1%) 67.25M +12.9M (+23.8%) 0.26% +0.064 pp 0.01% +0.002 pp USD191.44 +16.6% 51 qtrs
60 MILLENNIUM MANAGEMENT LLC 296.1K +285.8K (+2,770.6%) 66.08M +63.6M (+2,589.8%) 0.25% +0.245 pp 0.03% +0.027 pp USD223.42 -0.1% 48 qtrs
61 NORDEA INVESTMENT MANAGEMENT AB 290.7K +62.3K (+27.3%) 65.26M +11.1M (+20.4%) 0.25% +0.054 pp 0.06% +0.009 pp USD227.45 -1.9% 44 qtrs
62 PRINCIPAL FINANCIAL GROUP INC 282.2K -104.9K (-27.1%) 62.97M -29.2M (-31.7%) 0.24% -0.088 pp 0.03% -0.014 pp USD182.83 +22.1% 75 qtrs
63 BALYASNY ASSET MANAGEMENT L.P. 281.2K +57.3K (+25.6%) 62.76M +9.4M (+17.7%) 0.24% +0.050 pp 0.08% +0.012 pp USD230.68 -3.3% 6 qtrs
64 SUMITOMO MITSUI TRUST HOLDINGS, INC. 261.5K -14.1K (-5.1%) 58.35M -7.3M (-11.1%) 0.22% -0.011 pp 0.03% -0.004 pp USD129.67 +72.1% 40 qtrs
65 RHUMBLINE ADVISERS 257.9K -13.2K (-4.9%) 57.55M -7.0M (-10.9%) 0.22% -0.010 pp 0.05% -0.005 pp USD101.08 +120.8% 52 qtrs
66 KING LUTHER CAPITAL MANAGEMENT CORP 257.1K +1.4K (+0.5%) 57.38M -3.5M (-5.8%) 0.22% +0.002 pp 0.23% -0.018 pp USD122.46 +82.2% 35 qtrs
67 SCHWARTZ INVESTMENT COUNSEL INC 247.4K +— (+0.0%) 55.20M -3.7M (-6.3%) 0.21% +0.001 pp 1.93% -0.047 pp USD127.67 +74.8% 35 qtrs
68 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 255.0K +894.0 (+0.4%) 52.63M -6.3M (-10.8%) 0.22% +0.002 pp 0.48% -0.041 pp USD128.43 +73.8% 41 qtrs
69 AMERICAN CENTURY COMPANIES INC 232.5K +29.4K (+14.5%) 51.88M +3.5M (+7.3%) 0.20% +0.026 pp 0.03% +0.002 pp USD217.71 +2.5% 24 qtrs
70 HSBC HOLDINGS PLC 227.1K -40.1K (-15.0%) 50.73M -12.8M (-20.2%) 0.19% -0.033 pp 0.03% -0.009 pp USD162.71 +37.2% 56 qtrs
71 COLONY GROUP, LLC 226.0K +75.1K (+49.8%) 50.55M +14.6M (+40.5%) 0.19% +0.065 pp 0.06% 0.000 pp USD217.12 +2.8% 9 qtrs
72 FIRST TRUST ADVISORS LP 220.9K -65.5K (-22.9%) 49.29M -18.9M (-27.7%) 0.19% -0.055 pp 0.04% -0.015 pp USD174.38 +28.0% 51 qtrs
73 GW&K INVESTMENT MANAGEMENT, LLC 214.1K -1.4K (-0.7%) 47.79M -3.6M (-6.9%) 0.18% 0.000 pp 0.41% -0.041 pp USD103.85 +114.9% 28 qtrs
74 CANADA PENSION PLAN INVESTMENT BOARD 208.1K +8.7K (+4.3%) 46.44M -1.1M (-2.2%) 0.18% +0.008 pp 0.03% -0.002 pp USD212.84 +4.9% 44 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 205.6K -8.8K (-4.1%) 45.88M -5.2M (-10.1%) 0.18% -0.007 pp 0.05% -0.007 pp USD90.69 +146.1% 52 qtrs
76 BNP PARIBAS ARBITRAGE, SNC 202.2K +381.0 (+0.2%) 45.13M -2.9M (-6.1%) 0.17% +0.001 pp 0.02% -0.005 pp USD207.37 +7.6% 51 qtrs
77 SG AMERICAS SECURITIES, LLC 201.8K +166.2K (+467.2%) 45.03M +36.6M (+431.4%) 0.17% +0.143 pp 0.06% +0.029 pp USD226.12 -1.3% 51 qtrs
78 NATIONAL PENSION SERVICE 184.1K +9.6K (+5.5%) 41.08M -479.8K (-1.2%) 0.16% +0.009 pp 0.03% -0.002 pp USD134.60 +65.8% 32 qtrs
79 RUSSELL INVESTMENTS GROUP, LTD. 183.3K +23.6K (+14.7%) 40.99M +2.9M (+7.7%) 0.16% +0.021 pp 0.04% +0.002 pp USD203.72 +9.5% 37 qtrs
80 BENJAMIN EDWARDS INC 175.4K -2.1K (-1.2%) 39.14M -3.1M (-7.4%) 0.15% -0.001 pp 0.43% -0.045 pp USD216.34 +3.2% 28 qtrs
81 NATIONAL BANK OF CANADA /FI/ 168.4K +89.6K (+113.7%) 37.59M +18.8M (+100.3%) 0.14% +0.077 pp 0.03% +0.016 pp USD215.98 +3.3% 17 qtrs
82 ANCHOR CAPITAL ADVISORS LLC 165.8K -1.8K (-1.1%) 37.00M -2.9M (-7.3%) 0.14% -0.001 pp 1.07% -0.083 pp USD72.58 +207.5% 73 qtrs
83 JAIN GLOBAL LLC 155.2K +155.2K (+100.0%) 34.63M +34.6M (+100.0%) 0.13% +0.133 pp 0.17% +0.167 pp USD223.17 +0.0% 1 qtrs NEW
84 TANDEM INVESTMENT ADVISORS, INC. 151.6K +151.6K (+100.0%) 33.83M +33.8M (+100.0%) 0.13% +0.130 pp 1.26% +1.260 pp USD223.17 +0.0% 1 qtrs NEW
85 ASR VERMOGENSBEHEER N.V. 150.6K +13.0K (+9.4%) 33.61M +831.0K (+2.5%) 0.13% +0.012 pp 0.39% -0.007 pp USD240.65 -7.3% 4 qtrs
86 ABRDN PLC 143.9K +5.2K (+3.7%) 32.11M -832.1K (-2.5%) 0.12% +0.005 pp 0.05% -0.002 pp USD202.99 +9.9% 32 qtrs
87 B. METZLER SEEL. SOHN & CO. AG 142.6K -44.6K (-23.8%) 31.90M -12.7M (-28.4%) 0.12% -0.037 pp 0.28% -0.115 pp USD183.34 +21.7% 17 qtrs
88 ZACKS INVESTMENT MANAGEMENT 138.9K -1.7K (-1.2%) 31.00M -2.5M (-7.5%) 0.12% -0.001 pp 0.24% -0.023 pp USD226.87 -1.6% 5 qtrs
89 MAN GROUP PLC 133.7K +24.2K (+22.1%) 29.84M +3.8M (+14.4%) 0.11% +0.021 pp 0.05% +0.005 pp USD225.86 -1.2% 32 qtrs
90 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 131.9K +— (+0.0%) 29.43M -2.0M (-6.3%) 0.11% +0.001 pp 0.11% -0.007 pp USD134.50 +65.9% 75 qtrs
91 NATIXIS ADVISORS, L.P. 125.7K -2.2K (-1.8%) 28.06M -2.4M (-7.9%) 0.11% -0.001 pp 0.04% -0.005 pp USD153.55 +45.3% 57 qtrs
92 APTUS CAPITAL ADVISORS, LLC 125.0K +10.6K (+9.2%) 27.89M +645.2K (+2.4%) 0.11% +0.010 pp 0.20% +0.002 pp USD195.48 +14.2% 28 qtrs
93 CITIZENS FINANCIAL GROUP INC/RI 119.4K +167.0 (+0.1%) 26.76M -1.8M (-6.1%) 0.10% +0.001 pp 0.36% -0.032 pp USD236.52 -5.6% 12 qtrs
94 VICTORY CAPITAL MANAGEMENT INC 116.7K +6.0K (+5.5%) 26.05M -313.7K (-1.2%) 0.10% +0.006 pp 0.01% -0.001 pp USD202.35 +10.3% 50 qtrs
95 QUANTINNO CAPITAL MANAGEMENT LP 116.5K +5.5K (+4.9%) 25.99M -448.7K (-1.7%) 0.10% +0.005 pp 0.05% -0.020 pp USD232.94 -4.2% 10 qtrs
96 ROYAL LONDON ASSET MANAGEMENT LTD 112.2K -455.0 (-0.4%) 25.04M -1.8M (-6.7%) 0.10% +0.000 pp 0.05% -0.005 pp USD179.47 +24.3% 31 qtrs
97 ADVISOR GROUP HOLDINGS, INC. 111.8K +2.7K (+2.5%) 24.94M -1.2M (-4.4%) 0.10% +0.003 pp 0.04% 0.000 pp USD224.04 -0.4% 24 qtrs
98 BATH SAVINGS TRUST CO 111.1K -759.0 (-0.7%) 24.80M -1.8M (-6.9%) 0.10% 0.000 pp 2.48% -0.163 pp USD82.04 +172.0% 42 qtrs
99 GREAT WEST LIFE ASSURANCE CO /CAN/ 110.2K -39.2K (-26.2%) 24.61M -10.9M (-30.7%) 0.09% -0.033 pp 0.04% -0.008 pp USD158.11 +41.1% 49 qtrs
100 FMR LLC 107.6K +4.1K (+4.0%) 24.01M -630.7K (-2.6%) 0.09% +0.004 pp 0.00% 0.000 pp USD171.46 +30.2% 70 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
9.50
Bullish
Ratio by volume
1.17
Neutral
Buys
19
Sells
2
Shares acquired
4.5K
Shares disposed
3.8K
Cash buys
Cash sales
Net activity
+662
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
2026-04-08 keller brett Director A-Award A Common Stock 26 0.00 16,968 D
2026-04-08 Zavery Amit Director A-Award A Common Stock 24 0.00 8,745 D
2026-04-08 Nazareth Annette L. Director A-Award A Common Stock 16 0.00 9,369 D
2026-04-08 Mosconi Patricia Ann Director A-Award A Common Stock 2 0.00 432 D
2026-04-08 Markus Maura A. Director A-Award A Common Stock 29 0.00 32,345 D
2026-04-08 MURRAY EILEEN K Director A-Award A Common Stock 13 0.00 5,275 D
2026-04-08 FLOWERS MELVIN L Director A-Award A Common Stock 16 0.00 2,676 D
2026-04-08 Duelks Robert N Director A-Award A Common Stock 127 0.00 20,942 D
2026-04-07 keller brett Director A-Award A Common Stock 177 0.00 16,888 D
2026-04-07 Zavery Amit Director A-Award A Common Stock 177 0.00 8,694 D
2026-04-07 Nazareth Annette L. Director A-Award A Common Stock 177 0.00 9,336 D
2026-04-07 Markus Maura A. Director A-Award A Common Stock 206 0.00 32,229 D
2026-04-07 MURRAY EILEEN K Director A-Award A Common Stock 384 0.00 5,246 D
2026-04-01 Jarkowski Hope M. Officer M-Exempt A Common Stock 2,879 0.00 2,880 D
2026-03-06 Gokey Timothy C Director / Officer P-Purchase A Common Stock 5,300 194.49 1.03M 142,876 D
2026-03-05 Stingi Richard John Officer A-Award A Stock Option (Right to Buy) 10,039 190.89 1.92M 10,039 D
2026-03-05 PERRY CHRISTOPHER JOHN Director / Officer A-Award A Stock Option (Right to Buy) 51,047 190.89 9.74M 51,047 D
2026-03-05 Mosconi Patricia Ann Director A-Award A Common Stock 420 0.00 430 D
2026-03-05 Jarkowski Hope M. Officer A-Award A Stock Option (Right to Buy) 20,872 190.89 3.98M 20,872 D
2026-03-05 Gokey Timothy C Officer A-Award A Stock Option (Right to Buy) 170,667 190.89 32.58M 170,667 D
2026-03-05 Ghei Ashima Officer A-Award A Stock Option (Right to Buy) 23,254 190.89 4.44M 23,254 D
2026-03-05 DESCHUTTER DOUGLAS RICHARD Officer A-Award A Stock Option (Right to Buy) 25,977 190.89 4.96M 25,977 D
2026-03-05 Carey Thomas P Officer A-Award A Stock Option (Right to Buy) 25,977 190.89 4.96M 25,977 D
2026-03-02 Duelks Robert N Director G-Gift A Common Stock 17,000 0.00 17,000 I
2026-02-25 Duelks Robert N Director D-Return D Common Stock 486 177.04 86.0K 4,474 I
2026-02-06 Duelks Robert N Director S-Sale D Common Stock 253 192.60 48.7K 20,815 D
2026-02-02 Mosconi Patricia Ann Director 0 0.00 0
2026-01-05 keller brett Director A-Award A Common Stock 18 0.00 16,711 D
2026-01-05 Zavery Amit Director A-Award A Common Stock 19 0.00 8,500 D
2026-01-05 Nazareth Annette L. Director A-Award A Common Stock 11 0.00 9,159 D
2026-01-05 Markus Maura A. Director A-Award A Common Stock 21 0.00 32,023 D
2026-01-05 MURRAY EILEEN K Director A-Award A Common Stock 9 0.00 4,862 D
2026-01-05 FLOWERS MELVIN L Director A-Award A Common Stock 11 0.00 2,660 D
2026-01-05 Duelks Robert N Director A-Award A Common Stock 91 0.00 21,068 D
2025-12-10 keller brett Director A-Award A Common Stock 138 0.00 16,654 D
2025-12-10 Zavery Amit Director A-Award A Common Stock 138 0.00 8,481 D
2025-12-10 Nazareth Annette L. Director A-Award A Common Stock 149 0.00 9,136 D
2025-12-10 Markus Maura A. Director A-Award A Common Stock 160 0.00 31,940 D
2025-12-10 MURRAY EILEEN K Director A-Award A Common Stock 299 0.00 4,842 D
2025-12-05 Gokey Timothy C Officer G-Gift D Common Stock 5,709 0.00 137,576 D
2025-12-03 Carey Thomas P Officer M-Exempt A Common Stock 4,163 93.88 390.8K 16,240 D
2025-11-18 PERRY CHRISTOPHER JOHN Officer S-Sale D Common Stock 3,984 226.00 900.4K 44,829 D
2025-11-13 keller brett Director A-Award A Stock Option (Right to Buy) 1,758 225.61 396.6K 1,758 D
2025-11-13 Zavery Amit Director A-Award A Stock Option (Right to Buy) 1,758 225.61 396.6K 1,758 D
2025-11-13 Nazareth Annette L. Director A-Award A Stock Option (Right to Buy) 1,758 225.61 396.6K 1,758 D
2025-11-13 Markus Maura A. Director A-Award A Stock Option (Right to Buy) 1,758 225.61 396.6K 1,758 D
2025-11-13 MURRAY EILEEN K Director A-Award A Common Stock 831 0.00 4,543 D
2025-11-13 FLOWERS MELVIN L Director A-Award A Stock Option (Right to Buy) 1,758 225.61 396.6K 1,758 D
2025-11-13 Duelks Robert N Director A-Award A Common Stock 459 0.00 20,977 D
2025-10-02 keller brett Director A-Award A Common Stock 35 0.00 16,041 D
2025-10-02 Zavery Amit Director A-Award A Common Stock 17 0.00 7,870 D
2025-10-02 Nazareth Annette L. Director A-Award A Common Stock 10 0.00 8,519 D
2025-10-02 Markus Maura A. Director A-Award A Common Stock 19 0.00 31,321 D
2025-10-02 MURRAY EILEEN K Director A-Award A Common Stock 7 0.00 3,705 D
2025-10-02 FLOWERS MELVIN L Director A-Award A Common Stock 9 0.00 2,190 D
2025-10-02 Duelks Robert N Director A-Award A Common Stock 85 0.00 20,518 D
2025-10-02 Carter Pamela L Director A-Award A Common Stock 21 0.00 7,282 D
2025-09-17 keller brett Director A-Award A Common Stock 121 0.00 16,006 D
2025-09-17 Zavery Amit Director A-Award A Common Stock 121 0.00 7,853 D
2025-09-17 Nazareth Annette L. Director A-Award A Common Stock 121 0.00 8,509 D
2025-09-17 Markus Maura A. Director A-Award A Common Stock 140 0.00 31,245 D
2025-09-17 MURRAY EILEEN K Director A-Award A Common Stock 167 0.00 3,698 D
2025-08-25 Gokey Timothy C Officer S-Sale D Common Stock 5,674 258.37 1.47M 143,285 D
2025-08-18 Gokey Timothy C Officer S-Sale D Common Stock 5,675 260.87 1.48M 148,959 D
2025-08-15 Gokey Timothy C Officer S-Sale D Common Stock 11,000 259.29 2.85M 154,634 D
2025-08-14 Gokey Timothy C Officer S-Sale D Common Stock 84,571 259.53 21.95M 165,634 D
2025-08-13 Gokey Timothy C Officer M-Exempt A Common Stock 46,561 93.88 4.37M 189,625 D
2025-08-12 PERRY CHRISTOPHER JOHN Officer M-Exempt A Common Stock 7,480 198.30 1.48M 55,849 D
2025-07-02 keller brett Director A-Award A Common Stock 31 0.00 15,871 D
2025-07-02 Zavery Amit Director A-Award A Common Stock 15 0.00 7,720 D
2025-07-02 Nazareth Annette L. Director A-Award A Common Stock 8 0.00 8,388 D
2025-07-02 Markus Maura A. Director A-Award A Common Stock 51 0.00 31,089 D
2025-07-02 MURRAY EILEEN K Director A-Award A Common Stock 6 0.00 3,525 D
2025-07-02 FLOWERS MELVIN L Director A-Award A Common Stock 8 0.00 2,181 D
2025-07-02 Duelks Robert N Director A-Award A Common Stock 75 0.00 19,933 D
2025-07-02 Carter Pamela L Director A-Award A Common Stock 19 0.00 7,261 D
2025-06-12 keller brett Director A-Award A Common Stock 130 0.00 15,840 D
2025-06-12 Zavery Amit Director A-Award A Common Stock 130 0.00 7,705 D
2025-06-12 Nazareth Annette L. Director A-Award A Common Stock 130 0.00 8,371 D
2025-06-12 Markus Maura A. Director A-Award A Common Stock 146 0.00 31,038 D
2025-06-12 MURRAY EILEEN K Director A-Award A Common Stock 180 0.00 3,519 D
2025-06-06 Duelks Robert N Director S-Sale D Common Stock 500 245.15 122.6K 8,853 I
2025-06-06 DESCHUTTER DOUGLAS RICHARD Officer S-Sale D Common Stock 4,903 245.76 1.20M 16,264 D
2025-06-04 Markus Maura A. Director M-Exempt A Common Stock 5,771 56.37 325.3K 34,448 D
2025-05-27 DESCHUTTER DOUGLAS RICHARD Officer S-Sale D Common Stock 5,056 239.55 1.21M 21,167 D
2025-05-20 Carter Pamela L Director M-Exempt A Common Stock 4,107 88.66 364.1K 9,270 D
2025-05-15 Jarkowski Hope M. Officer S-Sale D Common Stock 1,069 240.99 257.6K 1 D
2025-05-13 Carey Thomas P Officer S-Sale D Common Stock 3,607 237.26 855.8K 6,077 D
2025-05-07 Stingi Richard John Officer S-Sale D Common Stock 800 234.81 187.8K 5,509 D
2025-05-07 Jarkowski Hope M. Officer S-Sale D Common Stock 1,068 235.23 251.2K 1,070 D
2025-04-07 Carey Thomas P Officer F-InKind D Common Stock 2,462 0.00 9,684 D
2025-04-03 keller brett Director A-Award A Common Stock 30 0.00 15,697 D
2025-04-03 Zavery Amit Director A-Award A Common Stock 14 0.00 7,563 D
2025-04-03 Nazareth Annette L. Director A-Award A Common Stock 8 0.00 8,234 D
2025-04-03 Markus Maura A. Director A-Award A Common Stock 50 0.00 28,662 D
2025-04-03 MURRAY EILEEN K Director A-Award A Common Stock 6 0.00 3,335 D
2025-04-03 FLOWERS MELVIN L Director A-Award A Common Stock 7 0.00 2,173 D
2025-04-03 Duelks Robert N Director A-Award A Common Stock 74 0.00 20,358 D
2025-04-03 Carter Pamela L Director A-Award A Common Stock 18 0.00 5,163 D
2025-04-02 Gokey Timothy C Officer S-Sale D Common Stock 11,724 245.07 2.87M 143,064 D
2025-04-01 Stingi Richard John Officer M-Exempt D Restricted Stock Unit 1,511 0.00 0 D
2025-04-01 PERRY CHRISTOPHER JOHN Officer F-InKind D Common Stock 4,155 244.72 1.02M 48,369 D
2025-04-01 Matlin Laura Officer F-InKind D Common Stock 259 244.72 63.4K 6,343 D
2025-04-01 Jarkowski Hope M. Officer M-Exempt D Restricted Stock Unit 3,903 0.00 0 D
2025-04-01 Gokey Timothy C Officer F-InKind D Common Stock 15,000 244.72 3.67M 154,788 D
2025-04-01 Ghei Ashima Officer M-Exempt D FY2023 RSUs 444 0.00 0 D
2025-04-01 DESCHUTTER DOUGLAS RICHARD Officer F-InKind D Common Stock 914 244.72 223.7K 26,223 D
2025-04-01 DALY RICHARD J Director / Officer F-InKind D Common Stock 604 244.72 147.8K 103,490 D
2025-03-19 keller brett Director A-Award A Common Stock 131 0.00 15,667 D
2025-03-19 Zavery Amit Director A-Award A Common Stock 131 0.00 7,549 D
2025-03-19 Nazareth Annette L. Director A-Award A Common Stock 131 0.00 8,226 D
2025-03-19 Markus Maura A. Director A-Award A Common Stock 147 0.00 28,612 D
2025-03-19 MURRAY EILEEN K Director A-Award A Common Stock 181 0.00 3,329 D
2025-03-10 Gokey Timothy C Officer M-Exempt A Common Stock 59,395 67.32 4.00M 265,744 D
2025-03-07 PERRY CHRISTOPHER JOHN Officer M-Exempt A Common Stock 9,376 144.67 1.36M 59,613 D
2025-02-27 Duelks Robert N Director S-Sale D Common Stock 485 237.93 115.4K 4,960 I
2025-02-26 Duelks Robert N Director M-Exempt D Stock Option (Right to Buy) 4,753 64.89 308.4K 0 D
2025-02-15 Ghei Ashima Officer D Stock Option (Right to Buy) 1,463 144.67 211.7K 0
2025-02-14 Ghei Ashima Officer D Stock Option (Right to Buy) 892 144.84 129.2K 0
2025-02-06 KELLER BRETT Director M-Exempt D Stock Option (Right to Buy) 5,771 56.37 325.3K 0 D
2025-02-04 Stingi Richard John Officer A-Award A Stock Option (Right to Buy) 7,068 240.59 1.70M 7,068 D
2025-02-04 PERRY CHRISTOPHER JOHN Officer A-Award A Stock Option (Right to Buy) 34,095 240.59 8.20M 34,095 D
2025-02-04 Matlin Laura Officer S-Sale D Common Stock 514 241.60 124.2K 6,602 D
2025-02-04 Jarkowski Hope M. Officer A-Award A Stock Option (Right to Buy) 12,473 240.59 3.00M 12,473 D
2025-02-04 Gokey Timothy C Officer A-Award A Stock Option (Right to Buy) 110,601 240.59 26.61M 110,601 D
2025-02-04 Ghei Ashima Officer A-Award A Stock Option (Right to Buy) 14,137 240.59 3.40M 14,137 D
2025-02-04 DESCHUTTER DOUGLAS RICHARD Officer A-Award A Stock Option (Right to Buy) 9,771 240.59 2.35M 9,771 D
2025-02-04 DALY RICHARD J Director / Officer A-Award A Stock Option (Right to Buy) 4,241 240.59 1.02M 4,241 D
2025-02-04 Carey Thomas P Officer A-Award A Stock Option (Right to Buy) 15,384 240.59 3.70M 15,384 D
2025-01-03 Zavery Amit Director A-Award A Common Stock 14 0.00 7,405 D
2025-01-03 Nazareth Annette L. Director A-Award A Common Stock 8 0.00 8,087 D
2025-01-03 Markus Maura A. Director A-Award A Common Stock 15 0.00 28,465 D
2025-01-03 MURRAY EILEEN K Director A-Award A Common Stock 6 0.00 3,144 D
2025-01-03 KELLER BRETT Director A-Award A Common Stock 13 0.00 12,120 D
2025-01-03 FLOWERS MELVIN L Director A-Award A Common Stock 8 0.00 2,166 D
2025-01-03 Duelks Robert N Director A-Award A Common Stock 77 0.00 20,284 D
2025-01-03 Carter Pamela L Director A-Award A Common Stock 19 0.00 5,145 D
2024-12-16 Zavery Amit Director A-Award A Common Stock 136 0.00 7,391 D
2024-12-16 Nazareth Annette L. Director A-Award A Common Stock 136 0.00 8,079 D
2024-12-16 Markus Maura A. Director A-Award A Common Stock 152 0.00 28,398 D
2024-12-16 MURRAY EILEEN K Director A-Award A Common Stock 188 0.00 3,138 D
2024-12-16 KELLER BRETT Director A-Award A Common Stock 136 0.00 12,076 D
2024-12-03 Carey Thomas P Officer M-Exempt D Stock Option (Right to Buy) 15,167 117.34 1.78M 0 D
2024-11-21 DALY RICHARD J Director / Officer G-Gift D Common Stock 1,000 0.00 104,094 D
2024-11-14 Zavery Amit Director A-Award A Common Stock 458 0.00 7,255 D
2024-11-14 Nazareth Annette L. Director A-Award A Stock Option (Right to Buy) 1,844 227.56 419.6K 1,844 D
2024-11-14 Markus Maura A. Director A-Award A Stock Option (Right to Buy) 1,844 227.56 419.6K 1,844 D
2024-11-14 MURRAY EILEEN K Director A-Award A Stock Option (Right to Buy) 2,467 227.56 561.4K 2,467 D
2024-11-14 KELLER BRETT Director A-Award A Stock Option (Right to Buy) 1,844 227.56 419.6K 1,844 D
2024-11-14 FLOWERS MELVIN L Director A-Award A Stock Option (Right to Buy) 1,844 227.56 419.6K 1,844 D
2024-11-14 Duelks Robert N Director A-Award A Stock Option (Right to Buy) 1,844 227.56 419.6K 1,844 D
2024-11-14 Carter Pamela L Director A-Award A Stock Option (Right to Buy) 1,844 227.56 419.6K 1,844 D
2024-11-12 Matlin Laura Officer M-Exempt D Stock Option (Right to Buy) 3,888 98.31 382.2K 0 D
2024-11-11 Nazareth Annette L. Director M-Exempt D Stock Option (Right to Buy) 1,120 176.18 197.3K 1,121 D
2024-11-11 Markus Maura A. Director M-Exempt D Stock Option (Right to Buy) 6,469 45.09 291.7K 0 D
2024-11-11 Carey Thomas P Officer M-Exempt A Common Stock 3,000 93.88 281.6K 23,446 D
2024-11-07 DESCHUTTER DOUGLAS RICHARD Officer S-Sale D Common Stock 7,133 220.21 1.57M 44,189 D
2024-10-03 Zavery Amit Director A-Award A Common Stock 14 0.00 6,785 D
2024-10-03 Nazareth Annette L. Director A-Award A Common Stock 8 0.00 3,814 D
2024-10-03 Markus Maura A. Director A-Award A Common Stock 53 0.00 25,183 D
2024-10-03 MURRAY EILEEN K Director A-Award A Common Stock 4 0.00 2,333 D
2024-10-03 KELLER BRETT Director A-Award A Common Stock 32 0.00 11,468 D
2024-10-03 FLOWERS MELVIN L Director A-Award A Common Stock 6 0.00 1,700 D
2024-10-03 Duelks Robert N Director A-Award A Common Stock 80 0.00 19,749 D
2024-10-03 Carter Pamela L Director A-Award A Common Stock 19 0.00 4,668 D
2024-10-03 BRUN LESLIE A Director A-Award A Common Stock 115 0.00 77,433 D
2024-09-23 Zavery Amit Director A-Award A Common Stock 136 0.00 6,771 D
2024-09-23 Nazareth Annette L. Director A-Award A Common Stock 148 0.00 3,806 D
2024-09-23 Markus Maura A. Director A-Award A Common Stock 166 0.00 25,130 D
2024-09-23 MURRAY EILEEN K Director A-Award A Common Stock 148 0.00 2,329 D
2024-09-23 KELLER BRETT Director A-Award A Common Stock 148 0.00 11,436 D
2024-09-10 PERRY CHRISTOPHER JOHN Officer S-Sale D Common Stock 17,534 213.41 3.74M 50,237
2024-09-06 DALY RICHARD J Director / Officer M-Exempt D Stock Option (Right to Buy) 14,510 117.34 1.70M 0
2024-08-26 BRUN LESLIE A Director S-Sale D Common Stock 5,739 210.05 1.21M 77,318
2024-08-23 Gokey Timothy C Officer M-Exempt A Common Stock 30,674 51.95 1.59M 231,349
2024-08-21 PERRY CHRISTOPHER JOHN Officer M-Exempt A Common Stock 7,005 148.07 1.04M 74,272
2024-08-19 PERRY CHRISTOPHER JOHN Officer M-Exempt A Common Stock 175 148.07 25.9K 67,429
2024-08-16 PERRY CHRISTOPHER JOHN Officer M-Exempt A Common Stock 323 148.07 47.8K 67,554
2024-08-16 Gokey Timothy C Officer M-Exempt A Common Stock 30,675 51.95 1.59M 225,675
2024-08-15 PERRY CHRISTOPHER JOHN Officer M-Exempt A Common Stock 216 148.07 32.0K 67,431
2024-08-14 PERRY CHRISTOPHER JOHN Officer M-Exempt D Stock Option (Right to Buy) 9,375 144.67 1.36M 28,127
2024-08-13 Stingi Richard John Officer A-Award A Common Stock 1,860 0.00 6,530
2024-08-13 PERRY CHRISTOPHER JOHN Officer A-Award A Common Stock 8,139 0.00 64,428
2024-08-13 Matlin Laura Officer A-Award A Common Stock 588 0.00 6,118
2024-08-13 Gokey Timothy C Officer A-Award A Common Stock 29,381 0.00 195,000
2024-08-13 Ghei Ashima Officer A-Award A Common Stock 455 0.00 3,557
2024-08-13 DESCHUTTER DOUGLAS RICHARD Officer A-Award A Common Stock 1,782 0.00 33,559
2024-08-13 DALY RICHARD J Director / Officer A-Award A Common Stock 1,239 0.00 112,522
2024-08-13 Carey Thomas P Officer A-Award A Common Stock 5,116 0.00 14,477
2024-08-08 Matlin Laura Officer S-Sale D Common Stock 673 216.00 145.4K 5,530
2024-07-05 Zavery Amit Director A-Award A Common Stock 13 0.00 6,624
2024-07-05 Nazareth Annette L. Director A-Award A Common Stock 7 0.00 3,652
2024-07-05 Markus Maura A. Director A-Award A Common Stock 52 0.00 24,950
2024-07-05 MURRAY EILEEN K Director A-Award A Common Stock 3 0.00 2,181
2024-07-05 KELLER BRETT Director A-Award A Common Stock 30 0.00 11,275
2024-07-05 FLOWERS MELVIN L Director A-Award A Common Stock 6 0.00 1,694
2024-07-05 Duelks Robert N Director A-Award A Common Stock 77 0.00 19,669
2024-07-05 Carter Pamela L Director A-Award A Common Stock 18 0.00 4,649
2024-07-05 BRUN LESLIE A Director A-Award A Common Stock 110 0.00 73,612
2024-07-01 Ghei Ashima Officer D FY2024 RSUs June 2024 2,509 0.00 0

Executive team

Top executives
EBIT / Employee
85.3K
Shares Outstanding
116.75M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2022 Timothy C. Gokey CEO 962.5K 3.70M 3.66M 1.69M 54.4K 10.07M 73.07%
2 2022 Keir D. Gumbs CVP, Chief Legal Officer 512.5K 4.95M 552.8K 498.7K 37.1K 6.55M 83.99%
3 2022 Christopher J. Perry President 656.7K 1.02M 1.01M 1.09M 198.7K 3.97M 50.92%
4 2022 Robert Schifellite SVP, ICS 660.5K 821.2K 811.0K 1.10M 70.3K 3.46M 47.17%
5 2022 Edmund L. Reese CFO 625.0K 809.7K 799.6K 615.0K 113.3K 2.96M 54.32%
6 2021 Timothy C. Gokey CEO 900.0K 3.14M 3.38M 1.66M 1.17M 10.25M 63.58%
7 2021 Robert Schifellite SVP, ICS 634.1K 718.4K 773.7K 1.03M 1.08M 4.24M 35.16%
8 2021 Robert Schifellite CSVP, ICS 634.1K 718.4K 773.7K 1.03M 1.08M 4.24M 35.16%
9 2021 Christopher J. Perry President 640.7K 888.2K 956.5K 1.07M 187.8K 3.74M 49.32%
10 2021 Edmund J. Reese CFO 352.3K 528.0K 1.60M 375.6K 369.0K 36.3K 3.26M 60.57%
11 2021 Edmund L. Reese CFO 352.3K 528.0K 1.60M 375.6K 369.0K 36.3K 3.26M 60.57%
12 2021 Adam D. Amsterdam Senior Advisor to the CEO 508.8K 467.3K 503.3K 501.9K 594.1K 2.58M 37.69%
13 2021 James M. Young Former CFO 144.3K 20.8K 165.1K 0.00%
14 2021 Matthew J. Connor Former Interim CFO/COO GTO 479.8K 12.8K 1.67M 100.2K 425.8K 70.5K 8.8K 20,057.88%
15 2020 Timothy C. Gokey CEO 895.8K 2.87M 2.71M 1.47M 1.21M 9.15M 60.90%
16 2020 Richard J. Daly Executive Chairman 750.0K 1.32M 1.25M 1.02M 2.18M 6.52M 39.39%
17 2020 Robert Schifellite CSVP, ICS 630.5K 655.7K 618.6K 856.3K 1.35M 4.11M 30.99%
18 2020 Robert Schifellite SVP, ICS 630.5K 655.7K 618.6K 856.3K 1.35M 4.11M 30.99%
19 2020 James M. Young Former SVP and CFO 608.1K 947.1K 893.6K 642.5K 143.1K 3.23M 56.91%
20 2020 James M. Young Former CFO 608.1K 947.1K 893.6K 642.5K 143.1K 3.23M 56.91%
21 2020 Christopher J. Perry President 637.1K 427.7K 847.0K 1.04M 160.4K 3.12M 40.91%
22 2020 Adam D. Amsterdam Senior Advisor to the CEO 506.3K 472.3K 445.7K 448.0K 711.5K 2.58M 35.53%
23 2019 Richard J. Daly Executive Chairman, Former CEO 855.6K 3.40M 3.25M 1.27M 1.54M 10.33M 64.44%
24 2019 Richard J. Daly Executive Chairman 855.6K 3.40M 3.25M 1.27M 1.54M 10.33M 64.44%
25 2019 Timothy C. Gokey CEO 776.3K 1.94M 2.21M 1.43M 929.7K 7.29M 56.90%
26 2019 Timothy C. Gokey President and CEO 776.3K 1.94M 2.21M 1.43M 929.7K 7.29M 56.90%
27 2019 Robert Schifellite Corporate Senior Vice President, ICS 607.8K 647.5K 619.7K 814.1K 1.32M 4.01M 31.64%
28 2019 Robert Schifellite SVP, ICS 607.8K 647.5K 619.7K 814.1K 1.32M 4.01M 31.64%
29 2019 Robert Schifellite CSVP, ICS 607.8K 647.5K 619.7K 814.1K 1.32M 4.01M 31.64%
30 2019 Christopher J. Perry Corporate Senior Vice President, Global Sales, Marketing and Client Solutions 616.0K 1.42M 413.8K 1.04M 174.8K 3.66M 50.09%
31 2019 Christopher J. Perry President 616.0K 1.42M 413.8K 1.04M 174.8K 3.66M 50.09%
32 2019 James M. Young Former SVP and CFO 586.2K 947.1K 906.5K 615.9K 126.9K 3.18M 58.24%
33 2019 James M. Young Former CFO 586.2K 947.1K 906.5K 615.9K 126.9K 3.18M 58.24%
34 2019 James M. Young Corporate Vice President and CFO 586.2K 947.1K 906.5K 615.9K 126.9K 3.18M 58.24%
35 2019 Adam D. Amsterdam Corporate Vice President and General Counsel 490.1K 476.4K 456.0K 437.9K 645.4K 2.51M 37.21%
36 2019 Adam D. Amsterdam Senior Advisor to the CEO 490.1K 476.4K 456.0K 437.9K 645.4K 2.51M 37.21%
37 2018 Richard J. Daly Chief Executive Officer 923.8K 3.06M 3.17M 1.93M 2.14M 11.22M 55.56%
38 2018 Richard J. Daly Executive Chairman, Former CEO 923.8K 3.06M 3.17M 1.93M 2.14M 11.22M 55.56%
39 2018 Richard J. Daly Executive Chairman 923.8K 56.7K 3.17M 1.93M 2.14M 11.22M 28.81%
40 2018 Timothy C. Gokey CEO 633.5K 993.4K 1.03M 1.05M 461.4K 4.17M 48.56%
41 2018 Timothy C. Gokey President and Chief Operating Officer 633.5K 993.4K 1.03M 1.05M 461.4K 4.17M 48.56%
42 2018 Timothy C. Gokey President and CEO 633.5K 993.4K 1.03M 1.05M 461.4K 4.17M 48.56%
43 2018 Robert Schifellite SVP, ICS 580.7K 509.5K 529.1K 912.7K 640.4K 3.17M 32.74%
44 2018 Robert Schifellite Corporate Senior Vice President, ICS 580.7K 509.5K 529.1K 912.7K 640.4K 3.17M 32.74%
45 2018 Robert Schifellite CSVP, Investor Communication Solutions 580.7K 509.5K 529.1K 912.7K 640.4K 3.17M 32.74%
46 2018 James M. Young Former SVP and CFO 560.0K 840.6K 873.1K 630.5K 127.3K 3.03M 56.53%
47 2018 James M. Young CVP and Chief Financial Officer 560.0K 840.6K 873.1K 630.5K 127.3K 3.03M 56.53%
48 2018 James M. Young Corporate Vice President and CFO 560.0K 840.6K 873.1K 630.5K 127.3K 3.03M 56.53%
49 2018 Christopher J. Perry CSVP, Global Sales, Marketing & Client Solutions 598.1K 356.6K 370.4K 1.13M 174.0K 2.63M 27.66%
50 2018 Christopher J. Perry President 598.1K 356.6K 370.4K 1.13M 174.0K 2.63M 27.66%
51 2018 Christopher J. Perry Corporate Senior Vice President, Global Sales, Marketing and Client Solutions 598.1K 356.6K 370.4K 1.13M 174.0K 2.63M 27.66%
52 2017 Richard J. Daly Executive Chairman, Former CEO 896.9K 2.24M 2.35M 1.79M 1.89M 9.17M 50.02%
53 2017 Richard J. Daly Chief Executive Officer 896.9K 2.24M 2.35M 1.79M 1.89M 9.17M 50.02%
54 2017 Timothy C. Gokey President and CEO 615.0K 776.4K 816.1K 968.2K 563.7K 3.74M 42.59%
55 2017 Timothy C. Gokey President and Chief Operating Officer 615.0K 776.4K 816.1K 968.2K 563.7K 3.74M 42.59%
56 2017 Robert Schifellite CSVP, Investor Communication Solutions 557.9K 423.5K 445.1K 776.4K 877.9K 3.08M 28.19%
57 2017 Robert Schifellite Corporate Senior Vice President, ICS 557.9K 423.5K 445.1K 776.4K 877.9K 3.08M 28.19%
58 2017 Christopher J. Perry CSVP, Global Sales, Marketing & Client Solutions 580.7K 329.4K 346.2K 1.13M 158.2K 2.55M 26.52%
59 2017 Christopher J. Perry Corporate Senior Vice President, Global Sales, Marketing and Client Solutions 580.7K 329.4K 346.2K 1.13M 158.2K 2.55M 26.52%
60 2017 James M. Young CVP and Chief Financial Officer 543.7K 541.1K 568.8K 565.5K 114.1K 2.33M 47.57%
61 2017 James M. Young Corporate Vice President and CFO 543.7K 541.1K 568.8K 565.5K 114.1K 2.33M 47.57%
62 2016 Richard J. Daly Chief Executive Officer 870.8K 2.03M 2.02M 1.69M 1.72M 8.32M 48.58%
63 2016 Richard J. Daly President and Chief Executive Officer 870.8K 2.03M 2.02M 1.69M 1.72M 8.32M 48.58%
64 2016 Timothy C. Gokey SVP and Chief Operating Officer 595.0K 667.9K 663.8K 912.9K 515.4K 3.35M 39.69%
65 2016 Timothy C. Gokey President and Chief Operating Officer 595.0K 667.9K 663.8K 912.9K 515.4K 3.35M 39.69%
66 2016 Robert Schifellite CSVP, Investor Communication Solutions 512.5K 405.5K 403.0K 679.2K 799.4K 2.80M 28.88%
67 2016 Robert Schifellite SVP, Investor Communication Solutions 512.5K 405.5K 403.0K 679.2K 799.4K 2.80M 28.88%
68 2016 Christopher J. Perry CSVP, Global Sales, Marketing & Client Solutions 563.8K 333.9K 331.9K 963.8K 139.2K 2.33M 28.54%
69 2016 Christopher J. Perry SVP, President- Global Sales, Marketing & Client Solutions 563.8K 333.9K 331.9K 963.8K 139.2K 2.33M 28.54%
70 2016 James M. Young CVP and Chief Financial Officer 527.9K 500.9K 497.9K 527.7K 123.4K 2.18M 45.86%
71 2015 Richard J. Daly Chief Executive Officer 841.7K 1.75M 2.14M 1.66M 1.26M 7.65M 50.82%
72 2015 Richard J. Daly President and Chief Executive Officer 841.7K 1.75M 2.14M 1.66M 1.26M 7.65M 50.82%
73 2015 Richard J. Daly President and Chief Executive Officer 841.7K 1.75M 2.14M 1.66M 57.1K 7.34M 52.96%
74 2015 Christopher J. Perry SVP, President- Global Sales, Marketing & Client Solutions 446.3K 500.0K 1.67M 2.95M 800.7K 36.5K 6.40M 72.15%
75 2015 Christopher J. Perry CSVP, Global Sales, Marketing & Client Solutions 446.3K 500.0K 1.67M 2.95M 800.7K 36.5K 6.40M 72.15%
76 2015 Christopher J. Perry SVP, President- Global Sales, Marketing Client Solutions 446.3K 500.0K 1.67M 2.95M 800.7K 36.5K 6.40M 72.15%
77 2015 James M. Young CVP and Chief Financial Officer 515.0K 1.05M 835.7K 512.0K 387.8K 3.30M 57.18%
78 2015 James M. Young CVP and Chief Financial Officer 515.0K 1.05M 835.7K 512.0K 387.8K 3.30M 57.18%
79 2015 Timothy C. Gokey SVP and Chief Operating Officer 566.2K 606.6K 741.7K 866.7K 310.5K 3.09M 43.61%
80 2015 Timothy C. Gokey President and Chief Operating Officer 566.2K 606.6K 741.7K 866.7K 310.5K 3.09M 43.61%
81 2015 Timothy C. Gokey SVP and Chief Operating Officer 566.2K 606.6K 741.7K 866.7K 50.0K 3.09M 43.61%
82 2015 Robert Schifellite SVP, Investor Communication Solutions 495.7K 366.3K 447.9K 664.2K 547.0K 2.52M 32.30%
83 2015 Robert Schifellite CSVP, Investor Communication Solutions 495.7K 366.3K 447.9K 664.2K 547.0K 2.52M 32.30%
84 2015 Robert Schifellite SVP, Investor Communication Solutions 495.7K 366.3K 447.9K 664.2K 57.0K 2.52M 32.32%
85 2014 Richard J. Daly President and Chief Executive Officer 785.8K 1.49M 1.36M 1.74M 893.4K 6.27M 45.51%
86 2014 Richard J. Daly President and Chief Executive Officer 785.8K 1.49M 1.36M 1.74M 52.5K 6.25M 45.67%
87 2014 Dan Sheldon Former CVP and Chief Financial Officer 379.2K 166.4K 343.6K 2.17M 3.25M 5.13%
88 2014 Timothy C. Gokey SVP and Chief Operating Officer 544.3K 547.8K 498.8K 865.8K 40.7K 2.71M 38.58%
89 2014 Timothy C. Gokey SVP and Chief Operating Officer 544.3K 547.8K 498.8K 865.8K 255.8K 2.71M 38.59%
90 2014 John Hogan Senior Managing Director Global Technology, Former President 525.4K 610.1K 113.4K 940.2K 74.4K 2.60M 27.85%
91 2014 Robert Schifellite SVP, Investor Communication Solutions 466.8K 348.6K 317.4K 697.3K 448.4K 2.28M 29.23%
92 2014 Robert Schifellite SVP, Investor Communication Solutions 466.8K 348.6K 317.4K 697.3K 39.3K 2.27M 29.32%
93 2014 Lyell Dampeer 384.4K 114.5K 467.1K 413.2K 47.6K 1.62M 35.88%
94 2014 Michael Liberatore 287.0K 70.0K 94.6K 226.7K 143.0K 42.5K 863.8K 37.20%
95 2014 James M. Young CVP and Chief Financial Officer 12.3K 500.0K 208.6K 86.1K 806.9K 25.85%
96 2014 James M. Young CVP and Chief Financial Officer 12.3K 500.0K 208.6K 86.1K 806.9K 25.85%
97 2013 Richard J. Daly Chief Executive Officer 711.7K 1.18M 1.22M 1.33M 49.9K 5.42M 44.14%
98 2013 Richard J. Daly President and Chief Executive Officer 711.7K 1.18M 1.22M 1.33M 72.4K 5.42M 44.14%
99 2013 John Hogan Senior Managing Director Global Technology, Former President 540.0K 576.4K 595.5K 908.0K 33.2K 3.17M 37.01%
100 2013 John Hogan President 540.0K 576.4K 595.5K 908.0K 33.2K 3.17M 37.01%
101 2013 Dan Sheldon Former CVP and Chief Financial Officer 471.5K 402.5K 767.9K 411.7K 45.8K 2.28M 51.29%
102 2013 Timothy C. Gokey SVP and Chief Operating Officer 527.9K 423.5K 437.5K 706.8K 54.0K 2.28M 37.83%
103 2013 Robert Schifellite SVP, Investor Communication Solutions 428.1K 329.4K 340.3K 571.9K 55.3K 1.96M 34.15%
104 2013 Dan Sheldon CVP and Chief Financial Officer 471.5K 282.3K 291.7K 411.7K 45.8K 1.69M 34.05%
105 2012 Richard J. Daly President and Chief Executive Officer 691.7K 946.5K 1.12M 1.06M 44.9K 5.39M 38.35%
106 2012 Richard J. Daly Chief Executive Officer 691.7K 946.5K 1.12M 1.06M 44.9K 5.39M 38.35%
107 2012 John Hogan Senior Managing Director Global Technology, Former President 540.0K 515.3K 610.6K 701.5K 32.8K 2.80M 40.24%
108 2012 John Hogan President 540.0K 515.3K 610.6K 701.5K 32.8K 2.80M 40.24%
109 2012 Timothy C. Gokey SVP and Chief Operating Officer 512.5K 273.4K 498.5K 487.2K 48.7K 1.95M 39.48%
110 2012 Dan Sheldon Former CVP and Chief Financial Officer 457.7K 252.4K 337.3K 399.2K 43.3K 1.90M 31.11%
111 2012 Dan Sheldon CVP and Chief Financial Officer 457.7K 252.4K 299.1K 399.2K 43.3K 1.86M 29.70%
112 2012 Robert Schifellite SVP, Investor Communication Solutions 413.3K 252.4K 299.1K 437.9K 30.2K 1.85M 29.83%
113 2012 Robert Schifellite SVP, Investor Communication 413.3K 252.4K 299.1K 437.9K 29.8K 1.85M 29.84%
114 2011 Richard J. Daly Chief Executive Officer 675.0K 2.12M 884.2K 46.3K 4.87M 43.45%
115 2011 John Hogan President and Chief Operating Officer 540.0K 1.16M 543.5K 32.3K 2.96M 39.37%
116 2011 John Hogan President 540.0K 1.16M 543.5K 32.3K 2.96M 39.37%
117 2011 Timothy C. Gokey SVP and Chief Operating Officer 500.0K 344.1K 526.8K 402.6K 354.0K 2.15M 40.43%
118 2011 Timothy C. Gokey SVP and Chief Corporate Development Officer 500.0K 344.1K 526.8K 402.6K 353.7K 2.15M 40.43%
119 2011 Dan Sheldon CVP and Chief Financial Officer 446.3K 529.3K 261.0K 44.1K 1.53M 34.61%
120 2011 Robert Schifellite SVP, Investor Communication Solutions 395.7K 529.3K 316.7K 30.2K 1.51M 35.04%
121 2011 Robert Schifellite SVP, Investor Communication 395.7K 529.3K 316.7K 29.9K 1.51M 35.04%
122 2011 Robert Schifellite SVP, Investor Communication 395.7K 529.3K 316.7K 29.9K 1.51M 35.04%
123 2010 Richard J. Daly Chief Executive Officer 675.0K 1.69M 1.95M 1.38M 53.8K 6.66M 54.69%
124 2010 John Hogan President and Chief Operating Officer 540.0K 1.05M 1.00M 782.4K 47.3K 4.16M 49.40%
125 2010 Timothy C. Gokey SVP and Chief Corporate Development Officer 121.2K 250.0K 599.1K 1.48M 136.9K 79.1K 2.67M 78.00%
126 2010 Timothy C. Gokey SVP and Chief Operating Officer 121.2K 250.0K 599.1K 1.48M 136.9K 79.1K 2.67M 78.00%
127 2010 Timothy C. Gokey SVP and Chief Corporate Development Officer 121.2K 250.0K 599.1K 1.48M 136.9K 79.1K 2.67M 78.00%
128 2010 Dan Sheldon CVP and Chief Financial Officer 446.3K 477.1K 428.3K 417.3K 41.9K 2.06M 43.85%
129 2010 Dan Sheldon Corporate Vice President and Chief Financial Officer 446.3K 477.1K 428.3K 417.3K 41.9K 2.06M 43.85%
130 2010 Robert Schifellite SVP, Investor Communication 348.4K 286.4K 398.7K 448.8K 24.9K 1.73M 39.62%
131 2010 Robert Schifellite Corporate Vice President, Investor Communication Solutions 348.4K 286.4K 398.7K 448.8K 24.9K 1.73M 39.62%
132 2009 Richard J. Daly Chief Executive Officer 675.0K 1.25M 3.49M 1.28M 40.6K 6.99M 67.76%
133 2009 John Hogan President and Chief Operating Officer 540.0K 774.1K 1.70M 810.3K 41.1K 4.22M 58.56%
134 2009 Dan Sheldon CVP and Chief Financial Officer 446.3K 351.6K 463.5K 335.0K 31.7K 1.74M 46.87%
135 2009 Dan Sheldon Corporate Vice President and Chief Financial Officer 446.3K 351.6K 463.5K 335.0K 31.7K 1.74M 46.87%
136 2009 Robert Schifellite Corporate Vice President, Investor Communication Solutions 348.4K 211.2K 385.7K 415.9K 26.2K 1.47M 40.48%
137 2008 Richard J. Daly Chief Executive Officer 600.0K 624.5K 1.43M 1.49M 38.1K 4.40M 46.73%
138 2008 John Hogan President and Chief Operating Officer 510.0K 2.5K 520.9K 1.35M 794.2K 36.1K 3.51M 53.19%
139 2008 Dan Sheldon Corporate Vice President and Chief Financial Officer 430.3K 208.2K 1.27M 505.4K 32.6K 2.51M 58.97%
140 2008 Robert Schifellite Corporate Vice President, Investor Communication Solutions 338.4K 155.9K 895.3K 363.4K 31.4K 1.83M 57.43%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-02 DEFA14A
2025-10-02 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 8-K
2026-05-06 424B5
2026-05-04 FWP
2026-05-04 424B5
2026-04-30 8-K
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-09 4

Executive team

NameTitleCompensationGender
Timothy C. Gokey Chief Executive Officer, Executive Officer & Executive Director 3M male
Christopher J. Perry President & Director 2M male
Thomas Carey Corporate Vice President, Executive Officer and President of Global Technology & Operations 2M male
Hope Jarkowski Corporate Vice President, Executive Officer & Chief Legal Officer 1M female
Ashima Ghei Corporate Vice President, Executive Officer & Chief Finance Officer 1M female
W. Edings Thibault Head of Investor Relations & Corporate Communications male
Gregg Rosenberg Global Head of Corporate Communications male
Richard J. Daly Chair Emeritus male
Roz Smith Chief Operating Officer female
Tyler Derr Chief Technology Officer male
ESG Rating
B
INFORMATION TECHNOLOGY SERVICES
2022
E (Environmental)
60.0 / 65.1
Company / Sector avg.
S (Social)
59.3 / 65.3
Company / Sector avg.
G (Governance)
76.7 / 67.4
Company / Sector avg.
ESG Total
65.3 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-04-07 2026-04-16 Rick Larsen WA02 Sale $1,001 - $15,000
2025-12-31 2026-01-15 Dan Newhouse WA04 Spouse Purchase $1,001 - $15,000
2025-07-10 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-04-08 2025-05-08 Rob Bresnahan PA08 Purchase $1,001 - $15,000
2025-01-13 2025-02-14 Rob Bresnahan PA08 Joint Sale $1,001 - $15,000
2025-01-07 2025-01-14 Rick Larsen WA02 Purchase $1,001 - $15,000
2024-02-13 2024-03-06 Ro Khanna CA17 Sale $1,001 - $15,000
2024-01-10 2024-02-05 Ro Khanna CA17 Purchase $1,001 - $15,000
2023-10-31 2023-11-08 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-09-08 2023-10-10 Lois Frankel FL22 Sale $1,001 - $15,000
2022-11-30 2022-12-29 Susie Lee NV03 Joint Sale (Full) $1,001 - $15,000
2022-10-13 2022-10-24 Lois Frankel FL21 Sale (Partial) $1,001 - $15,000
2022-05-23 2022-06-10 Ro Khanna CA17 Spouse Purchase $15,001 - $50,000
2022-05-10 2022-06-10 Ro Khanna CA17 Sale $1,001 - $15,000
2022-02-17 2022-03-08 Ro Khanna CA17 Spouse Purchase $15,001 - $50,000
2020-06-10 2020-06-28 Lois Frankel FL21 Purchase $1,001 - $15,000
2020-04-27 2020-05-28 Lois Frankel FL21 Self $1,001 - $15,000
2020-03-18 2020-04-16 Gilbert Cisneros CA31 -- Purchase $1,001 - $15,000
2020-03-05 2020-04-16 Gilbert Cisneros CA31 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits