Subscribe

Blackstone Mortgage Trust, Inc. (BXMT)

USD16.82 -0.23 (-1.35%)
US NYSE Real Estate REIT - Mortgage
Address 345 Park Avenue 10154
New York City, NY, US
CEO Timothy Johnson
IPO 1980-12-29
CIK 1061630 ISIN US09257W1009

Explore sections of this company profile

Description

Blackstone Mortgage Trust, Inc. (BXMT) functions as a real estate finance entity, primarily engaged in originating senior-level debt secured by commercial properties. These investment activities span across North America, Europe, and Australia. For U.S. federal income tax considerations, the company is organized as a Real Estate Investment Trust (REIT). This structure generally exempts it from federal corporate income taxes, contingent on distributing at least 90% of its taxable earnings to its shareholders. The firm adopted its current name, Blackstone Mortgage Trust, Inc., in May 2013, having previously operated as Capital Trust, Inc. Established in 1997, its principal office is located in New York City.

News Sentiment (7d)
80 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

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
USD16.82 -0.23 (-1.35%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
0.93
Float Shares
157.28M
Free Float %
93.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-4.13% -5.32% -6.43% -7.14% -0.43% -4.13% -6.67% +6.75% -38.25% -35.54% -84.72%
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 (18 ratings, all time) Hold
Price Targets & DCF
Current price
16.82
DCF (Unlevered) 239.16 +1,321.9%
DCF (Levered) 30.74 +82.8%

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) 75% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 3 0
Hold 2 -1
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-0.32
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -14.0% Q1'26: +4.0% (vs Q1'25)
  • EPS growth
    +154.7% Q1'26: -1,804.8% (vs Q1'25)
  • FCF margin
    Q1'26: +41.9% (vs Q1'25)
  • EBIT margin
    Q1'26: +12.8% (vs Q1'25)
  • ROIC
    Q1'26: +1.0% (vs Q1'25)
  • Share dilution
    -1.6% Q1'26: -1.7% (vs Q1'25)
  • Debt / EBITDA
    13.85× Q1'26: 81.68× (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 (0.96) × ERP
WACC = 16% × Ke + 84% × Kd (6.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 239.16 Current price: 16.82
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2006
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
2 Rev. Ana.
4 EPS Ana.
Dec 2027
2 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
181.17M
est: 111.49M (+62.5%)
184.77M
est: 183.98M (+0.4%)
410.63M
est: 256.02M (+60.4%)
497.18M
est: 320.17M (+55.3%)
537.08M
est: 300.80M (+78.5%)
756.67M
est: 390.34M (+93.8%)
882.87M
est: 423.00M (+108.7%)
775.80M
est: 441.18M (+75.8%)
847.73M
est: 462.28M (+83.4%)
1.32B
est: 591.93M (+122.8%)
2.01B
est: -11.14M (+18,175.0%)
1.77B
est: 492.79M (+258.7%)
1.52B
est: 464.07M (+227.7%)
425.42M
404.17M – 446.66M
-8.3% YoY
413.73M
361.54M – 465.91M
-2.7% YoY
355.51M
355.50M – 355.51M
-14.1% YoY
EBITDA
159.08M
est: 32.09M (+395.8%)
170.16M
est: 159.37M (+6.8%)
364.80M
est: 73.68M (+395.1%)
428.21M
est: 92.15M (+364.7%)
451.87M
est: 86.57M (+421.9%)
646.33M
est: 112.34M (+475.3%)
766.69M
est: 121.74M (+529.8%)
483.86M
est: 126.97M (+281.1%)
756.00M
est: 133.05M (+468.2%)
965.06M
est: 170.36M (+466.5%)
1.62B
est: -8.51M (+19,176.7%)
1.10B
est: 376.46M (+192.5%)
1.17B
est: 354.52M (+229.1%)
324.99M
308.76M – 341.22M
-8.3% YoY
316.06M
276.19M – 355.93M
-2.7% YoY
271.59M
271.58M – 271.59M
-14.1% YoY
EBIT
155.94M
est: 27.95M (+458.0%)
170.16M
est: 46.12M (+268.9%)
364.80M
est: 64.18M (+468.4%)
428.21M
est: 80.26M (+433.5%)
451.87M
est: 75.40M (+499.3%)
646.33M
est: 97.85M (+560.5%)
766.69M
est: 106.03M (+623.1%)
483.86M
est: 110.59M (+337.5%)
756.00M
est: 115.88M (+552.4%)
965.06M
est: 148.38M (+550.4%)
1.62B
est: -8.40M (+19,432.8%)
1.09B
est: 371.47M (+193.9%)
1.10B
est: 349.82M (+213.9%)
320.69M
304.67M – 336.70M
-8.3% YoY
311.87M
272.53M – 351.21M
-2.7% YoY
267.99M
267.99M – 267.99M
-14.1% YoY
Net Income
54.07M
est: 46.38M (+16.6%)
90.05M
est: 90.07M (0.0%)
196.83M
est: 184.22M (+6.8%)
238.30M
est: 231.07M (+3.1%)
217.63M
est: 213.56M (+1.9%)
285.08M
est: 252.98M (+12.7%)
305.57M
est: 294.94M (+3.6%)
137.67M
est: 129.76M (+6.1%)
419.19M
est: 382.99M (+9.5%)
248.64M
est: 377.31M (-34.1%)
246.56M
est: -157.75M (+256.3%)
-204.09M
est: 31.54M (-747.2%)
109.57M
est: 138.85M (-21.1%)
272.22M
229.50M – 314.94M
+96.1% YoY
319.94M
311.82M – 328.06M
+17.5% YoY
340.32M
297.33M – 383.30M
+6.4% YoY
SGA
est: 19.88M (-100.0%)
est: 45.24M (-100.0%)
est: 70.58M (-100.0%)
est: 78.06M (-100.0%)
est: 79.69M (-100.0%)
est: 93.65M (-100.0%)
est: 108.32M (-100.0%)
est: 111.84M (-100.0%)
est: 112.89M (-100.0%)
est: 128.32M (-100.0%)
— – —
— – —
— – —
EPS
34.30
est: 25.72 (+33.4%)
1.86
est: 1.86 (+0.0%)
2.41
est: 2.34 (+2.8%)
2.53
est: 2.66 (-5.0%)
2.27
est: 2.53 (-10.3%)
2.50
est: 2.87 (-12.8%)
2.35
est: 2.66 (-11.6%)
0.97
est: 2.50 (-61.1%)
2.77
est: 2.45 (+13.1%)
1.46
est: 2.72 (-46.4%)
1.43
est: -0.91 (+257.2%)
-1.17
est: 0.19 (-731.5%)
0.64
est: 0.81 (-20.7%)
1.56
1.34 – 1.84
+93.0% YoY
1.87
1.82 – 1.92
+20.1% YoY
1.95
1.74 – 2.24
+4.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-30 JP Morgan Overweight Overweight Maintain
2026-04-16 JP Morgan Neutral Overweight Upgrade
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 3/5 4/5 3/5 3/5 1/5 1/5 3/5
2026-05-08 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-05-07 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-05-06 B 3/5 4/5 3/5 3/5 1/5 2/5 3/5
2026-05-05 B- 3/5 4/5 3/5 3/5 1/5 1/5 3/5
2026-05-04 B- 3/5 4/5 3/5 3/5 1/5 1/5 3/5
2026-05-01 B- 3/5 4/5 2/5 3/5 1/5 2/5 3/5
2026-04-30 B- 3/5 4/5 2/5 3/5 1/5 2/5 3/5
2026-04-29 B- 3/5 4/5 2/5 3/5 1/5 2/5 3/5
2026-04-28 B- 3/5 4/5 2/5 3/5 1/5 2/5 3/5
2026-04-27 B- 3/5 4/5 2/5 3/5 1/5 2/5 3/5
2026-04-24 B 3/5 4/5 2/5 4/5 1/5 2/5 3/5
2026-04-23 B 3/5 4/5 2/5 4/5 1/5 2/5 4/5
2026-04-22 B 3/5 4/5 2/5 4/5 1/5 2/5 4/5
2026-04-21 B 3/5 4/5 2/5 4/5 1/5 2/5 4/5
2026-04-20 B 3/5 4/5 2/5 4/5 1/5 2/5 4/5
2026-04-17 B 3/5 4/5 2/5 4/5 1/5 2/5 4/5
2026-04-16 B 3/5 4/5 2/5 4/5 1/5 2/5 4/5
2026-04-15 B 3/5 4/5 2/5 4/5 1/5 2/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
333.90M
OE per share TTM
1.96
Owner's Yield
10.77%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
0.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
99
Total invested
89.70M
Insider transactions (90d)
0
Beneficial owners (>5%)
26
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. 28.09M 16.30% 27.99M 28.09M HC Delaware 2023-10-06
2 The Vanguard Group - 23-1945930 14.73M 8.80% 126.7K 14.47M 262.9K IA Pennsylvania 2022-02-09
3 STEPHEN A. SCHWARZMAN 6.24M 4.20% 6.24M 6.24M IN 2021-06-17
4 BLACKSTONE GROUP MANAGEMENT L.L.C. 6.02M 4.10% 6.02M 6.02M OO 2021-06-17
5 THE BLACKSTONE GROUP INC. 6.02M 4.10% 6.02M 6.02M CO 2021-06-17
6 13G/A 6.00M 6.40% 6.00M 6.00M HC, OO Canadian Citizen 2016-02-12
7 Berkley Insurance Company 3.84M 13.10% 3.84M 3.84M 10.00 IC, CO Delaware 2013-03-27
8 W. R. Berkley Corporation 3.84M 13.10% 3.84M 3.84M 10.00 CO Delaware 2013-03-27
9 Neuberger Berman Group LLC 2.97M 3.18% 2.88M 2.97M HC Delaware 2016-02-09
10 Neuberger Berman Investment Advisers LLC 2.97M 3.18% 2.88M 2.97M IA Delaware 2016-02-09
11 Neuberger Berman LLC 2.92M 5.07% 2.79M 2.92M BD, IA Delaware 2015-02-12
12 13G 2.89M 9.90% 2.89M 2.89M IA, PN Delaware 2014-02-14
13 BLACKSTONE HOLDINGS III GP L.P. 2.62M 1.80% 2.62M 2.62M PN 2021-06-17
14 BLACKSTONE HOLDINGS III GP MANAGEMENT L.L.C. 2.62M 1.80% 2.62M 2.62M OO 2021-06-17
15 BLACKSTONE HOLDINGS III L.P. 2.62M 1.80% 2.62M 2.62M PN 2021-06-17
16 Investment Strategies, LLC, "Goldman Sachs Asset Management") 2.47M 4.30% 2.35M 2.47M IA Delaware 2015-02-13
17 BARCLAYS GLOBAL INVESTORS, NA. 2.45M 6.86% 30.1K 3.08M 26.1K BK Pennsylvania 2015-02-11
18 Christopher P. Mittleman 1.91M 6.60% 1.91M 1.91M HC, IN New York, USA 2013-02-13
19 Master Control LLC 1.91M 6.60% 1.91M 1.91M HC, CO Delaware, USA 2013-02-13
20 Mittleman Brothers, LLC 1.91M 6.60% 1.91M 1.91M HC, CO New York, USA 2013-02-13
21 Mittleman Investment Management LLC 1.91M 6.60% 1.91M 1.91M HC, CO New York, USA 2013-02-13
22 04-2683227 1.67M 5.70% 1.38M IA Massachusetts 2014-02-14
23 John Khoury 1.00M 1.10% 1.00M HC, IN Canadian Citizen 2017-02-13
24 Long Pond Capital GP, LLC 1.00M 1.10% 1.00M HC, OO Delaware 2017-02-13
25 Long Pond Capital, LP 1.00M 1.10% 1.00M IA, PN Delaware 2017-02-13
26 Veqtor Finance Company, L.L.C. 897.4K 3.10% 897.4K 10.00 OO Delaware 2013-01-04

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
99
-252 vs prev Q
New positions
8
Closed positions
247
Increased
43
Reduced
24
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. 24.31M -29.5K (-0.1%) 465.07M +17.0M (+3.8%) 14.22% +0.060 pp 0.01% +0.000 pp USD18.98 +0.8% 6 qtrs
2 VANGUARD GROUP INC 16.95M -331.6K (-1.9%) 324.23M +6.1M (+1.9%) 9.91% -0.139 pp 0.00% 0.000 pp USD28.50 -32.9% 51 qtrs
3 BLACKSTONE INC. 9.28M +681.8K (+7.9%) 177.59M +19.2M (+12.1%) 5.43% +0.426 pp 0.70% +0.064 pp USD25.58 -25.2% 51 qtrs
4 STATE STREET CORP 6.05M -106.1K (-1.7%) 118.56M +2.4M (+2.0%) 3.54% -0.043 pp 0.00% 0.000 pp USD26.02 -26.5% 51 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 3.93M -60.1K (-1.5%) 75.12M +1.7M (+2.3%) 2.30% -0.023 pp 0.00% +0.000 pp USD25.93 -26.2% 51 qtrs
6 PARALLAX VOLATILITY ADVISERS, L.P. 3.35M +782.7K (+30.5%) 64.01M +16.4M (+34.4%) 1.96% +0.466 pp 0.13% +0.054 pp USD18.70 +2.3% 9 qtrs
7 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.43M -41.3K (-1.7%) 46.48M +988.8K (+2.2%) 1.42% -0.016 pp 0.01% +0.000 pp USD27.53 -30.5% 50 qtrs
8 MORGAN STANLEY 2.41M +108.7K (+4.7%) 46.05M +3.7M (+8.8%) 1.41% +0.071 pp 0.00% +0.000 pp USD26.78 -28.6% 51 qtrs
9 BAMCO INC /NY/ 2.00M +304.3K (+17.9%) 38.27M +7.0M (+22.6%) 1.17% +0.183 pp 0.10% +0.021 pp USD19.23 -0.5% 4 qtrs
10 NORGES BANK 2.00M +2.0M (+100.0%) 38.24M +38.2M (+100.0%) 1.17% +1.169 pp 0.00% +0.004 pp USD19.13 +0.0% 1 qtrs NEW
11 NORTHERN TRUST CORP 1.75M -152.9K (-8.0%) 33.53M -1.6M (-4.4%) 1.03% -0.083 pp 0.00% 0.000 pp USD27.93 -31.5% 51 qtrs
12 GOLDMAN SACHS GROUP INC 1.61M +264.3K (+19.7%) 30.75M +6.0M (+24.4%) 0.94% +0.159 pp 0.00% +0.001 pp USD20.47 -6.5% 51 qtrs
13 UBS GROUP AG 1.56M -1.5M (-49.5%) 29.75M -27.0M (-47.6%) 0.91% -0.883 pp 0.00% -0.004 pp USD19.52 -2.0% 45 qtrs
14 INVESCO LTD. 1.35M +277.3K (+25.7%) 25.92M +6.1M (+30.6%) 0.79% +0.166 pp 0.00% +0.001 pp USD20.51 -6.7% 51 qtrs
15 ADVISORS CAPITAL MANAGEMENT, LLC 1.17M +39.3K (+3.5%) 22.32M +1.6M (+7.5%) 0.68% +0.023 pp 0.26% +0.006 pp USD22.70 -15.7% 47 qtrs
16 METLIFE INVESTMENT MANAGEMENT, LLC 1.15M +143.5K (+14.2%) 22.07M +3.5M (+18.7%) 0.67% +0.087 pp 0.11% +0.018 pp USD20.58 -7.0% 31 qtrs
17 BANK OF NEW YORK MELLON CORP 1.06M -83.9K (-7.3%) 20.26M -782.4K (-3.7%) 0.62% -0.046 pp 0.00% -0.001 pp USD25.60 -25.3% 51 qtrs
18 WELLS FARGO & COMPANY/MN 1.06M +76.3K (+7.8%) 20.21M +2.2M (+12.0%) 0.62% +0.048 pp 0.00% +0.000 pp USD22.25 -14.0% 51 qtrs
19 BANK OF AMERICA CORP /DE/ 996.7K -101.9K (-9.3%) 19.07M -1.2M (-5.7%) 0.58% -0.056 pp 0.00% +0.000 pp USD23.93 -20.1% 51 qtrs
20 VAN ECK ASSOCIATES CORP 952.6K +87.1K (+10.1%) 18.22M +2.3M (+14.4%) 0.56% +0.054 pp 0.02% +0.000 pp USD22.68 -15.7% 48 qtrs
21 D. E. SHAW & CO., INC. 806.8K +433.8K (+116.3%) 15.43M +8.6M (+124.8%) 0.47% +0.255 pp 0.01% +0.005 pp USD19.53 -2.0% 4 qtrs
22 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 777.9K +50.1K (+6.9%) 14.88M +1.5M (+11.1%) 0.46% +0.032 pp 0.02% +0.001 pp USD17.81 +7.4% 7 qtrs
23 PRINCIPAL FINANCIAL GROUP INC 751.5K -18.8K (-2.4%) 14.38M +195.9K (+1.4%) 0.44% -0.011 pp 0.01% +0.000 pp USD21.63 -11.6% 38 qtrs
24 ROCKEFELLER CAPITAL MANAGEMENT L.P. 712.2K +81.4K (+12.9%) 13.62M +2.0M (+17.3%) 0.42% +0.050 pp 0.02% +0.002 pp USD22.32 -14.3% 28 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 710.9K +694.9K (+4,361.9%) 13.60M +13.3M (+4,536.4%) 0.42% +0.407 pp 0.01% +0.014 pp USD19.11 +0.1% 2 qtrs
26 TWO SIGMA INVESTMENTS, LP 632.1K +— (+0.0%) 12.09M +455.1K (+3.9%) 0.37% +0.002 pp 0.02% 0.000 pp USD24.23 -21.0% 19 qtrs
27 PUBLIC SECTOR PENSION INVESTMENT BOARD 545.7K -76.4K (-12.3%) 10.44M -1.0M (-8.8%) 0.32% -0.043 pp 0.04% -0.007 pp USD20.31 -5.8% 10 qtrs
28 JANE STREET GROUP, LLC 544.0K +482.7K (+787.4%) 10.41M +9.3M (+822.1%) 0.32% +0.283 pp 0.00% +0.001 pp USD19.16 -0.2% 14 qtrs
29 NEUBERGER BERMAN GROUP LLC 505.1K +131.9K (+35.4%) 9.66M +2.8M (+40.6%) 0.30% +0.078 pp 0.01% +0.002 pp USD22.81 -16.1% 51 qtrs
30 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 480.7K +860.0 (+0.2%) 9.19M +361.9K (+4.1%) 0.28% +0.002 pp 0.54% +0.025 pp USD18.08 +5.8% 5 qtrs
31 RHUMBLINE ADVISERS 451.5K -25.7K (-5.4%) 8.64M -148.2K (-1.7%) 0.26% -0.014 pp 0.01% 0.000 pp USD25.17 -24.0% 31 qtrs
32 CITADEL ADVISORS LLC 434.3K +196.7K (+82.8%) 8.31M +3.9M (+89.9%) 0.25% +0.116 pp 0.00% +0.001 pp USD21.15 -9.6% 29 qtrs
33 LEGAL & GENERAL GROUP PLC 416.2K -58.2K (-12.3%) 7.96M -771.9K (-8.8%) 0.24% -0.033 pp 0.00% 0.000 pp USD24.47 -21.8% 44 qtrs
34 GFS ADVISORS, LLC 413.3K -96.4K (-18.9%) 7.91M -1.5M (-15.7%) 0.24% -0.055 pp 0.94% -0.258 pp USD18.91 +1.2% 18 qtrs
35 UBS ASSET MANAGEMENT AMERICAS INC 404.2K +404.2K (+100.0%) 7.73M +7.7M (+100.0%) 0.24% +0.236 pp 0.00% +0.002 pp USD19.13 +0.0% 45 qtrs
36 JPMORGAN CHASE & CO 392.6K -185.8K (-32.1%) 7.51M -3.1M (-29.5%) 0.23% -0.108 pp 0.00% 0.000 pp USD22.55 -15.2% 51 qtrs
37 VICTORY CAPITAL MANAGEMENT INC 386.7K +63.6K (+19.7%) 7.40M +1.4M (+24.4%) 0.23% +0.038 pp 0.00% +0.001 pp USD19.49 -1.8% 33 qtrs
38 WESTWOOD HOLDINGS GROUP INC 375.0K -25.0K (-6.3%) 7.17M -190.2K (-2.6%) 0.22% -0.013 pp 0.06% +0.006 pp USD17.61 +8.6% 7 qtrs
39 SUSQUEHANNA INTERNATIONAL GROUP, LLP 362.1K -112.3K (-23.7%) 6.93M -1.8M (-20.7%) 0.21% -0.064 pp 0.00% 0.000 pp USD20.66 -7.4% 50 qtrs
40 NUVEEN, LLC 350.4K -107.9K (-23.5%) 6.70M -1.7M (-20.6%) 0.21% -0.062 pp 0.00% -0.001 pp USD19.52 -2.0% 4 qtrs
41 AMERIPRISE FINANCIAL INC 331.0K -32.8K (-9.0%) 6.34M -367.5K (-5.5%) 0.19% -0.018 pp 0.00% 0.000 pp USD24.77 -22.8% 51 qtrs
42 SWISS NATIONAL BANK 321.4K +5.4K (+1.7%) 6.15M +330.8K (+5.7%) 0.19% +0.004 pp 0.00% +0.000 pp USD28.68 -33.3% 45 qtrs
43 LONGFELLOW INVESTMENT MANAGEMENT CO LLC 320.0K +— (+0.0%) 6.12M +230.4K (+3.9%) 0.19% +0.001 pp 1.38% -0.016 pp USD17.41 +9.9% 5 qtrs
44 NEWEDGE ADVISORS, LLC 309.7K -7.5K (-2.4%) 5.92M +84.0K (+1.4%) 0.18% -0.003 pp 0.02% -0.005 pp USD20.07 -4.7% 13 qtrs
45 DUPREE FINANCIAL GROUP, LLC 306.4K +6.9K (+2.3%) 5.86M +347.5K (+6.3%) 0.18% +0.004 pp 2.14% +0.040 pp USD18.15 +5.4% 9 qtrs
46 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 302.9K -6.8K (-2.2%) 5.80M +92.6K (+1.6%) 0.18% -0.004 pp 0.31% -0.050 pp USD19.28 -0.8% 13 qtrs
47 CONDOR CAPITAL MANAGEMENT 293.8K +85.0K (+40.7%) 5.62M +1.8M (+46.2%) 0.17% +0.050 pp 0.46% +0.140 pp USD18.77 +1.9% 6 qtrs
48 BARCLAYS PLC 285.8K -63.1K (-18.1%) 5.47M -1.2M (-17.6%) 0.17% -0.036 pp 0.00% 0.000 pp USD18.90 +1.2% 51 qtrs
49 JOHN & KATHLEEN SCHREIBER FOUNDATION 282.9K +— (+0.0%) 5.41M +203.7K (+3.9%) 0.17% +0.001 pp 4.21% +0.836 pp USD24.78 -22.8% 17 qtrs
50 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 265.8K +16.3K (+6.5%) 5.08M +491.6K (+10.7%) 0.16% +0.010 pp 0.00% +0.000 pp USD26.71 -28.4% 51 qtrs
51 MANUFACTURERS LIFE INSURANCE COMPANY, THE 247.3K -6.0K (-2.4%) 4.73M +66.8K (+1.4%) 0.14% -0.003 pp 0.00% +0.000 pp USD22.92 -16.5% 51 qtrs
52 BRACEBRIDGE CAPITAL, LLC 241.7K +25.0K (+11.5%) 4.62M +634.3K (+15.9%) 0.14% +0.015 pp 0.15% -0.061 pp USD19.12 +0.1% 8 qtrs
53 CHOREO, LLC 232.0K -64.2K (-21.7%) 4.58M -1.0M (-18.0%) 0.14% -0.037 pp 0.06% -0.015 pp USD17.26 +10.8% 7 qtrs
54 LPL FINANCIAL LLC 235.7K -10.1K (-4.1%) 4.51M -17.0K (-0.4%) 0.14% -0.005 pp 0.00% 0.000 pp USD27.21 -29.7% 36 qtrs
55 SG AMERICAS SECURITIES, LLC 214.6K +207.3K (+2,836.1%) 4.11M +4.0M (+2,941.5%) 0.12% +0.121 pp 0.01% +0.005 pp USD19.11 +0.1% 34 qtrs
56 ALLIANCEBERNSTEIN L.P. 190.2K -3.8K (-2.0%) 3.64M +66.8K (+1.9%) 0.11% -0.002 pp 0.00% +0.000 pp USD29.72 -35.6% 47 qtrs
57 CURA WEALTH ADVISORS, LLC 187.5K +3.7K (+2.0%) 3.59M +202.2K (+6.0%) 0.11% +0.002 pp 1.36% +0.066 pp USD17.54 +9.1% 5 qtrs
58 ELLIS INVESTMENT PARTNERS, LLC 178.7K -213.0 (-0.1%) 3.42M +124.8K (+3.8%) 0.10% 0.000 pp 0.60% +0.001 pp USD23.55 -18.8% 29 qtrs
59 ROYAL BANK OF CANADA 176.4K -19.1K (-9.8%) 3.38M -223.0K (-6.2%) 0.10% -0.011 pp 0.00% +0.000 pp USD21.94 -12.8% 50 qtrs
60 BAKER AVENUE ASSET MANAGEMENT, LP 172.5K +13.4K (+8.4%) 3.30M +370.6K (+12.7%) 0.10% +0.008 pp 0.08% +0.006 pp USD18.87 +1.4% 3 qtrs
61 BRIGHT FUTURES WEALTH MANAGEMENT, LLC. 167.9K +5.4K (+3.3%) 3.21M +220.6K (+7.4%) 0.10% +0.003 pp 2.38% +0.040 pp USD18.43 +3.8% 2 qtrs
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 156.2K +3.8K (+2.5%) 2.99M +183.1K (+6.5%) 0.09% +0.003 pp 0.00% +0.000 pp USD30.76 -37.8% 31 qtrs
63 VERITION FUND MANAGEMENT LLC 154.6K -27.8K (-15.2%) 2.96M -400.1K (-11.9%) 0.09% -0.016 pp 0.01% -0.002 pp USD19.03 +0.5% 8 qtrs
64 JANNEY MONTGOMERY SCOTT LLC 153.9K -2.4K (-1.5%) 2.94M +66.0K (+2.3%) 0.09% -0.001 pp 0.01% 0.000 pp USD18.37 +4.1% 7 qtrs
65 PRUDENTIAL FINANCIAL INC 153.2K -10.7K (-6.5%) 2.93M -86.2K (-2.9%) 0.09% -0.006 pp 0.00% +0.000 pp USD23.12 -17.3% 31 qtrs
66 PRICE T ROWE ASSOCIATES INC /MD/ 149.1K +9.3K (+6.7%) 2.85M +279.0K (+10.8%) 0.09% +0.006 pp 0.00% +0.000 pp USD20.58 -7.0% 42 qtrs
67 HIGHTOWER ADVISORS, LLC 147.1K +8.7K (+6.3%) 2.81M +265.6K (+10.4%) 0.09% +0.005 pp 0.00% +0.000 pp USD24.18 -20.9% 35 qtrs
68 GROUP ONE TRADING, L.P. 144.5K +114.4K (+380.0%) 2.76M +2.2M (+398.8%) 0.08% +0.067 pp 0.00% +0.004 pp USD19.13 +0.0% 7 qtrs
69 BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S 143.8K +— (+0.0%) 2.75M +103.0K (+3.9%) 0.08% +0.001 pp 0.02% +0.000 pp USD19.72 -3.0% 13 qtrs
70 RUSSELL INVESTMENTS GROUP, LTD. 142.6K +5.6K (+4.1%) 2.73M +208.7K (+8.3%) 0.08% +0.004 pp 0.00% +0.000 pp USD19.44 -1.6% 35 qtrs
71 GABELLI FUNDS LLC 138.5K -25.0K (-15.3%) 2.65M -360.5K (-12.0%) 0.08% -0.015 pp 0.02% -0.002 pp USD21.92 -12.7% 21 qtrs
72 EDGESTREAM PARTNERS, L.P. 136.0K +136.0K (+100.0%) 2.60M +2.6M (+100.0%) 0.08% +0.080 pp 0.07% +0.073 pp USD19.13 +0.0% 9 qtrs
73 COLONY GROUP, LLC 133.9K +133.9K (+100.0%) 2.56M +2.6M (+100.0%) 0.08% +0.078 pp 0.00% +0.003 pp USD19.13 +0.0% 1 qtrs NEW
74 DEUTSCHE BANK AG\ 132.1K +5.4K (+4.2%) 2.53M +193.7K (+8.3%) 0.08% +0.003 pp 0.00% +0.000 pp USD21.84 -12.4% 50 qtrs
75 CI PRIVATE WEALTH, LLC 125.8K +119.0 (+0.1%) 2.42M +102.1K (+4.4%) 0.07% +0.001 pp 0.00% 0.000 pp USD19.11 +0.1% 11 qtrs
76 THRIVENT FINANCIAL FOR LUTHERANS 122.0K +83.0 (+0.1%) 2.34M +90.0K (+4.0%) 0.07% +0.000 pp 0.00% 0.000 pp USD21.55 -11.2% 12 qtrs
77 CETERA INVESTMENT ADVISERS 121.9K +5.5K (+4.8%) 2.33M +189.9K (+8.9%) 0.07% +0.004 pp 0.00% +0.000 pp USD18.28 +4.6% 8 qtrs
78 PEAK6 LLC 118.2K +1.0K (+0.9%) 2.26M +103.5K (+4.8%) 0.07% +0.001 pp 0.00% +0.001 pp USD19.77 -3.2% 5 qtrs
79 PNC FINANCIAL SERVICES GROUP, INC. 117.4K +24.2K (+26.0%) 2.25M +530.9K (+31.0%) 0.07% +0.015 pp 0.00% +0.000 pp USD21.83 -12.4% 51 qtrs
80 STATE OF NEW JERSEY COMMON PENSION FUND D 116.7K +3.4K (+3.0%) 2.23M +146.5K (+7.0%) 0.07% +0.002 pp 0.01% +0.000 pp USD24.13 -20.7% 26 qtrs
81 BROWN BROTHERS HARRIMAN & CO 114.1K +154.0 (+0.1%) 2.18M +85.0K (+4.1%) 0.07% +0.001 pp 0.01% -0.001 pp USD31.25 -38.8% 37 qtrs
82 AQR CAPITAL MANAGEMENT LLC 104.7K +27.8K (+36.2%) 2.00M +587.8K (+41.5%) 0.06% +0.017 pp 0.00% +0.000 pp USD21.23 -9.9% 31 qtrs
83 MILLENNIUM MANAGEMENT LLC 104.2K -117.6K (-53.0%) 1.99M -2.1M (-51.2%) 0.06% -0.068 pp 0.00% -0.001 pp USD18.09 +5.7% 27 qtrs
84 ADVISOR GROUP HOLDINGS, INC. 103.2K -6.2K (-5.7%) 1.97M -150.2K (-7.1%) 0.06% -0.003 pp 0.00% 0.000 pp USD22.72 -15.8% 24 qtrs
85 PARALLEL ADVISORS, LLC 95.5K +28.5K (+42.5%) 1.83M +593.1K (+48.1%) 0.06% +0.017 pp 0.03% +0.011 pp USD18.85 +1.5% 30 qtrs
86 CIBC WORLD MARKET INC. 95.3K +1.1K (+1.2%) 1.82M +89.1K (+5.1%) 0.06% +0.001 pp 0.00% 0.000 pp USD20.25 -5.5% 28 qtrs
87 COMMONWEALTH EQUITY SERVICES, LLC 92.7K -1.9K (-2.0%) 1.77M +32.6K (+1.9%) 0.05% -0.001 pp 0.00% +0.000 pp USD19.67 -2.7% 8 qtrs
88 SHIKIAR ASSET MANAGEMENT INC 89.0K +11.1K (+14.2%) 1.70M +268.0K (+18.7%) 0.05% +0.007 pp 0.42% +0.063 pp USD19.08 +0.3% 4 qtrs
89 ARGOSY-LIONBRIDGE MANAGEMENT, LLC 88.8K +50.0K (+128.7%) 1.70M +985.7K (+137.9%) 0.05% +0.029 pp 1.07% +0.605 pp USD18.38 +4.1% 5 qtrs
90 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 88.4K +7.7K (+9.5%) 1.69M +205.0K (+13.8%) 0.05% +0.005 pp 0.00% +0.000 pp USD21.45 -10.8% 10 qtrs
91 APOLLON WEALTH MANAGEMENT, LLC 86.6K +44.0K (+103.3%) 1.66M +872.3K (+111.3%) 0.05% +0.026 pp 0.03% +0.015 pp USD21.05 -9.1% 18 qtrs
92 ILLINOIS MUNICIPAL RETIREMENT FUND 81.5K -4.4K (-5.1%) 1.56M -21.4K (-1.4%) 0.05% -0.002 pp 0.02% -0.001 pp USD21.17 -9.6% 9 qtrs
93 RAYMOND JAMES FINANCIAL INC 81.0K +4.3K (+5.6%) 1.55M +137.8K (+9.8%) 0.05% +0.003 pp 0.00% +0.000 pp USD17.53 +9.1% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
8.1K
Shares disposed
Cash buys
Cash sales
Net activity
+8,132
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
2026-04-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,275 20.12 65.9K 156,103 D
2026-04-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,531 20.12 50.9K 198,882 D
2026-04-15 Lynch Nnenna Director A-Award A Class A Common Stock 803 20.12 16.2K 35,208 D
2026-04-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,523 20.12 30.6K 90,293 D
2026-03-31 Pena Fernando Austin Director / Officer S-Sale D Class A Common Stock 1,666 18.88 31.5K 76,967 D
2026-03-17 URBASZEK MARCIN Officer S-Sale D Class A Common Stock 452 19.13 8.6K 26,176 D
2026-01-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,300 19.50 64.4K 152,828 D
2026-01-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,550 19.50 49.7K 196,351 D
2026-01-15 Lynch Nnenna Director A-Award A Class A Common Stock 809 19.50 15.8K 34,405 D
2026-01-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,534 19.50 29.9K 88,681 D
2025-12-31 Pena Fernando Austin Director / Officer S-Sale D Class A Common Stock 3,131 19.24 60.2K 78,633 D
2025-12-25 SAGALYN LYNNE B Director G-Gift D Class A Common Stock 10,777 0.00 149,528 D
2025-12-17 URBASZEK MARCIN Officer S-Sale D Class A Common Stock 400 20.29 8.1K 26,628 D
2025-12-17 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 1,012 20.31 20.6K 75,500 D
2025-12-15 URBASZEK MARCIN Officer A-Award A Class A Common Stock 15,337 0.00 27,028 D
2025-12-15 Pena Fernando Austin Director / Officer A-Award A Class A Common Stock 36,843 0.00 81,764 D
2025-12-15 Marone Anthony F. JR Officer A-Award A Class A Common Stock 14,448 0.00 76,512 D
2025-12-15 Johnson Timothy Steven Director / Officer A-Award A Class A Common Stock 54,799 0.00 527,900 D
2025-12-01 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 506 19.38 9.8K 62,064 D
2025-11-10 Pena Fernando Austin Director / Officer Class A Common Stock 0 0.00 44,921 D
2025-10-22 Hsu Chen Yi Director A-Award A Class A Common Stock 4,253 18.37 78.1K 4,253 D
2025-10-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,391 18.51 62.8K 160,305 D
2025-10-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,620 18.51 48.5K 193,801 D
2025-10-15 Lynch Nnenna Director A-Award A Class A Common Stock 831 18.51 15.4K 33,596 D
2025-10-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,576 18.51 29.2K 87,056 D
2025-09-17 URBASZEK MARCIN Officer S-Sale D Class A Common Stock 398 19.50 7.8K 11,691 D
2025-09-17 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 1,006 19.48 19.6K 62,570 D
2025-09-17 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 4,593 19.49 89.5K 230,006 D
2025-09-02 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 506 19.27 9.7K 63,576 D
2025-09-02 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,315 19.25 44.6K 234,599 D
2025-07-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,115 19.68 61.3K 156,914 D
2025-07-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,407 19.68 47.4K 191,181 D
2025-07-15 Lynch Nnenna Director A-Award A Class A Common Stock 764 19.68 15.0K 32,765 D
2025-07-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,448 19.68 28.5K 85,388 D
2025-06-27 SAGALYN LYNNE B Director A-Award A Class A Common Stock 5,828 19.73 115.0K 153,799 D
2025-06-27 Perez-Alvarado Gilda Director A-Award A Class A Common Stock 5,828 19.73 115.0K 19,907 D
2025-06-27 Nash Michael B. Director A-Award A Class A Common Stock 5,828 19.73 115.0K 551,675 D
2025-06-27 NASSAU HENRY N Director A-Award A Class A Common Stock 5,828 19.73 115.0K 188,774 D
2025-06-27 Lynch Nnenna Director A-Award A Class A Common Stock 5,828 19.73 115.0K 32,001 D
2025-06-27 Cotton Leonard W Director A-Award A Class A Common Stock 5,828 19.73 115.0K 83,858 D
2025-06-17 URBASZEK MARCIN Officer S-Sale D Class A Common Stock 800 19.15 15.3K 12,089 D
2025-06-17 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 1,517 19.20 29.1K 64,082 D
2025-06-17 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 6,931 19.13 132.6K 236,914 D
2025-05-30 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 508 18.92 9.6K 65,599 D
2025-05-30 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,327 18.92 44.0K 243,845 D
2025-05-06 NASSAU HENRY N Director P-Purchase A Class A Common Stock 10,000 18.90 189.0K 182,946 D
2025-04-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,257 18.35 59.8K 147,971 D
2025-04-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,517 18.35 46.2K 172,946 D
2025-04-15 Lynch Nnenna Director A-Award A Class A Common Stock 653 18.35 12.0K 26,173 D
2025-04-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,514 18.35 27.8K 78,030 D
2025-03-17 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 506 20.65 10.4K 66,107 D
2025-03-17 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,315 20.70 47.9K 246,172 D
2025-03-03 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 508 20.71 10.5K 66,613 D
2025-03-03 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,323 20.70 48.1K 248,487 D
2025-01-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,208 18.16 58.3K 144,714 D
2025-01-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,479 18.16 45.0K 170,429 D
2025-01-15 Lynch Nnenna Director A-Award A Class A Common Stock 643 18.16 11.7K 25,520 D
2025-01-15 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 2,841 18.16 51.6K 129,354 D
2025-01-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,491 18.16 27.1K 76,426 D
2025-01-02 URBASZEK MARCIN Officer Class A Common Stock 0 0.00 12,889 D
2024-12-17 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 514 18.81 9.7K 67,121 D
2024-12-15 Marone Anthony F. JR Officer A-Award A Class A Common Stock 12,000 0.00 67,635 D
2024-12-15 Keenan Katharine A Director / Officer A-Award A Class A Common Stock 51,850 0.00 250,810 D
2024-12-15 Johnson Timothy Steven Director A-Award A Class A Common Stock 49,850 0.00 473,101 D
2024-12-09 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 482 19.07 9.2K 55,635 D
2024-12-02 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 506 19.11 9.7K 56,117 D
2024-10-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,097 18.34 56.8K 141,506 D
2024-10-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,393 18.34 43.9K 167,950 D
2024-10-15 Lynch Nnenna Director A-Award A Class A Common Stock 621 18.34 11.4K 24,877 D
2024-10-15 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 2,743 18.34 50.3K 126,513 D
2024-10-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,440 18.34 26.4K 74,848 D
2024-09-17 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 503 19.44 9.8K 56,623
2024-09-09 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 491 18.05 8.9K 57,126
2024-08-30 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 501 18.48 9.3K 57,617
2024-08-08 NASSAU HENRY N Director P-Purchase A Class A Common Stock 10,000 17.52 175.2K 165,557
2024-08-05 Keenan Katharine A Director / Officer P-Purchase A Class A Common Stock 16,000 17.16 274.6K 198,960
2024-08-02 Johnson Timothy Steven Director P-Purchase A Class A Common Stock 57,050 17.50 998.4K 423,251
2024-07-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,817 19.01 72.6K 138,409
2024-07-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,950 19.01 56.1K 155,557
2024-07-15 Lynch Nnenna Director A-Award A Class A Common Stock 766 19.01 14.6K 24,256
2024-07-15 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 3,381 19.01 64.3K 123,770
2024-07-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,775 19.01 33.7K 73,323
2024-06-21 SAGALYN LYNNE B Director A-Award A Class A Common Stock 6,378 18.03 115.0K 134,592
2024-06-21 Perez-Alvarado Gilda Director A-Award A Class A Common Stock 6,378 18.03 115.0K 14,079
2024-06-21 Nash Michael B. Director A-Award A Class A Common Stock 9,392 18.03 169.3K 545,847
2024-06-21 NASSAU HENRY N Director A-Award A Class A Common Stock 6,378 18.03 115.0K 152,607
2024-06-21 Lynch Nnenna Director A-Award A Class A Common Stock 6,378 18.03 115.0K 23,490
2024-06-21 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 6,378 18.03 115.0K 120,389
2024-06-21 Cotton Leonard W Director A-Award A Class A Common Stock 6,378 18.03 115.0K 71,446
2024-06-17 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 1,002 17.56 17.6K 58,118
2024-06-17 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 4,508 17.53 79.0K 182,960
2024-06-10 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 489 17.06 8.3K 59,120
2024-06-10 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,296 17.04 39.1K 187,468
2024-05-30 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 503 17.03 8.6K 59,609
2024-05-30 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,259 17.04 38.5K 189,764
2024-04-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,842 18.27 70.2K 128,214
2024-04-15 NASSAU HENRY N Director A-Award A Class A Common Stock 2,969 18.27 54.2K 146,229
2024-04-15 Lynch Nnenna Director A-Award A Class A Common Stock 562 18.27 10.3K 17,112
2024-04-15 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 3,403 18.27 62.2K 114,011
2024-04-15 Cotton Leonard W Director A-Award A Class A Common Stock 1,786 18.27 32.6K 65,068
2024-03-11 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 485 20.25 9.8K 60,112
2024-03-11 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,275 20.25 46.1K 192,023
2024-03-01 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 506 20.40 10.3K 60,597
2024-03-01 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,274 20.42 46.4K 194,298
2024-01-16 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,275 20.81 68.2K 124,372
2024-01-16 NASSAU HENRY N Director A-Award A Class A Common Stock 2,531 20.81 52.7K 143,260
2024-01-16 Lynch Nnenna Director A-Award A Class A Common Stock 479 20.81 10.0K 16,550
2024-01-16 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 2,901 20.81 60.4K 110,608
2024-01-16 Cotton Leonard W Director A-Award A Class A Common Stock 1,523 20.81 31.7K 62,644
2023-12-15 Pollack Jonathan Lee Director A-Award A Class A Common Stock 50,000 0.00 214,683
2023-12-15 Nash Michael B. Director A-Award A Class A Common Stock 18,000 0.00 536,455
2023-12-15 Marone Anthony F. JR Officer A-Award A Class A Common Stock 12,000 0.00 61,103
2023-12-15 Keenan Katharine A Director / Officer A-Award A Class A Common Stock 52,000 0.00 196,572
2023-12-15 Johnson Timothy Steven Director A-Award A Class A Common Stock 50,000 0.00 366,201
2023-12-11 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 485 21.23 10.3K 49,103
2023-12-11 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,274 21.23 48.3K 144,572
2023-12-06 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 400 22.53 9.0K 49,588
2023-12-06 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 1,159 22.54 26.1K 146,846
2023-11-30 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 507 22.14 11.2K 49,988
2023-11-30 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,279 22.14 50.5K 148,005
2023-10-13 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,130 21.16 66.2K 121,097
2023-10-13 NASSAU HENRY N Director A-Award A Class A Common Stock 2,418 21.16 51.2K 140,729
2023-10-13 Lynch Nnenna Director A-Award A Class A Common Stock 457 21.16 9.7K 16,071
2023-10-13 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 2,772 21.16 58.7K 107,707
2023-10-13 Cotton Leonard W Director A-Award A Class A Common Stock 1,455 21.16 30.8K 61,121
2023-09-11 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 485 23.25 11.3K 50,495
2023-09-11 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,275 23.21 52.8K 150,284
2023-09-06 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 401 22.75 9.1K 50,980
2023-09-06 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 1,160 22.75 26.4K 152,559
2023-08-30 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 506 22.04 11.2K 51,381
2023-08-30 Keenan Katharine A Director / Officer S-Sale D Class A Common Stock 2,274 21.98 50.0K 153,719
2023-07-17 SAGALYN LYNNE B Director A-Award A Class A Common Stock 2,915 22.10 64.4K 117,967
2023-07-17 NASSAU HENRY N Director A-Award A Class A Common Stock 2,252 22.10 49.8K 138,311
2023-07-17 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 2,582 22.10 57.1K 104,935
2023-07-14 Lynch Nnenna Director A-Award A Class A Common Stock 426 22.10 9.4K 15,614
2023-07-14 Cotton Leonard W Director A-Award A Class A Common Stock 1,355 22.10 29.9K 59,666
2023-06-23 SAGALYN LYNNE B Director A-Award A Class A Common Stock 5,927 19.40 115.0K 115,052
2023-06-23 Perez-Alvarado Gilda Director A-Award A Class A Common Stock 5,927 19.40 115.0K 7,701
2023-06-23 NASSAU HENRY N Director A-Award A Class A Common Stock 5,927 19.40 115.0K 136,059
2023-06-23 Lynch Nnenna Director A-Award A Class A Common Stock 5,927 19.40 115.0K 15,188
2023-06-23 Johnson Timothy Steven Director D Class A Common Stock 0 0.00 316,201
2023-06-23 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 5,927 19.40 115.0K 102,353
2023-06-23 Cotton Leonard W Director A-Award A Class A Common Stock 5,927 19.40 115.0K 58,311
2023-06-09 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 485 19.76 9.6K 51,887
2023-06-09 Keenan Katharine A Officer S-Sale D Class A Common Stock 2,275 19.79 45.0K 155,993
2023-06-06 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 400 19.03 7.6K 52,372
2023-06-06 Keenan Katharine A Officer S-Sale D Class A Common Stock 1,160 19.01 22.1K 158,268
2023-05-30 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 1,011 18.38 18.6K 52,772
2023-05-30 Keenan Katharine A Officer S-Sale D Class A Common Stock 4,549 18.36 83.5K 159,428
2023-05-10 Nash Michael B. Director P-Purchase A Class A Common Stock 50,000 17.22 860.8K 518,455
2023-04-14 SAGALYN LYNNE B Director A-Award A Class A Common Stock 3,603 17.26 62.2K 109,125
2023-04-14 NASSAU HENRY N Director A-Award A Class A Common Stock 2,784 17.26 48.1K 130,132
2023-04-14 Lynch Nnenna Director A-Award A Class A Common Stock 321 17.26 5.5K 9,261
2023-04-14 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 3,191 17.26 55.1K 96,426
2023-04-14 Cotton Leonard W Director A-Award A Class A Common Stock 1,470 17.26 25.4K 52,384
2023-03-15 NASSAU HENRY N Director P-Purchase A Class A Common Stock 10,000 17.81 178.1K 127,348
2023-03-13 Nash Michael B. Director P-Purchase A Class A Common Stock 50,000 18.86 943.0K 468,455
2023-03-09 Marone Anthony F. JR Officer D-Return D Class A Common Stock 488 20.12 9.8K 53,783
2023-03-09 Keenan Katharine A Officer D-Return D Class A Common Stock 2,287 20.10 46.0K 163,977
2023-03-06 Marone Anthony F. JR Officer D-Return D Class A Common Stock 396 21.28 8.4K 54,271
2023-03-06 Keenan Katharine A Officer D-Return D Class A Common Stock 1,145 21.27 24.4K 166,264
2023-02-01 Perez-Alvarado Gilda Director A-Award A Class A Common Stock 1,774 0.00 1,774
2023-01-13 SAGALYN LYNNE B Director A-Award A Class A Common Stock 2,594 23.35 60.6K 105,522
2023-01-13 NASSAU HENRY N Director A-Award A Class A Common Stock 2,005 23.35 46.8K 117,348
2023-01-13 Lynch Nnenna Director A-Award A Class A Common Stock 231 23.35 5.4K 8,940
2023-01-13 EDELMAN MARTIN L Director A-Award A Class A Common Stock 2,717 23.35 63.4K 105,865
2023-01-13 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 2,298 23.35 53.7K 93,235
2023-01-13 Cotton Leonard W Director A-Award A Class A Common Stock 1,058 23.35 24.7K 50,914
2022-12-30 Keenan Katharine A Officer S-Sale D Class A Common Stock 1,011 21.14 21.4K 167,409
2022-12-09 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 490 23.55 11.5K 54,667
2022-12-09 Keenan Katharine A Officer S-Sale D Class A Common Stock 2,299 23.53 54.1K 168,420
2022-12-06 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 400 23.59 9.4K 55,157
2022-12-06 Keenan Katharine A Officer S-Sale D Class A Common Stock 1,159 23.61 27.4K 170,719
2022-11-28 Pollack Jonathan Lee Director A-Award A Class A Common Stock 50,000 0.00 164,683
2022-11-28 Nash Michael B. Director A-Award A Class A Common Stock 18,000 0.00 418,455
2022-11-28 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 405 24.96 10.1K 43,557
2022-11-28 Keenan Katharine A Officer A-Award A Class A Common Stock 52,000 0.00 171,878
2022-10-14 SAGALYN LYNNE B Director A-Award A Class A Common Stock 2,640 22.32 58.9K 102,928
2022-10-14 NASSAU HENRY N Director A-Award A Class A Common Stock 2,040 22.32 45.5K 115,343
2022-10-14 Lynch Nnenna Director A-Award A Class A Common Stock 235 22.32 5.2K 8,709
2022-10-14 EDELMAN MARTIN L Director A-Award A Class A Common Stock 2,765 22.32 61.7K 103,148
2022-10-14 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 2,339 22.32 52.2K 90,937
2022-10-14 Cotton Leonard W Director A-Award A Class A Common Stock 1,077 22.32 24.0K 49,856
2022-09-30 Keenan Katharine A Officer S-Sale D Class A Common Stock 994 23.88 23.7K 119,878
2022-09-09 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 484 28.69 13.9K 43,962
2022-09-09 Keenan Katharine A Officer S-Sale D Class A Common Stock 2,270 28.71 65.2K 120,872
2022-09-06 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 400 28.33 11.3K 44,446
2022-09-06 Keenan Katharine A Officer S-Sale D Class A Common Stock 1,157 28.41 32.9K 123,142
2022-08-29 Marone Anthony F. JR Officer S-Sale D Class A Common Stock 400 29.84 11.9K 44,846
2022-07-15 SAGALYN LYNNE B Director A-Award A Class A Common Stock 2,019 28.57 57.7K 100,288
2022-07-15 NASSAU HENRY N Director A-Award A Class A Common Stock 1,560 28.57 44.6K 113,303
2022-07-15 Lynch Nnenna Director A-Award A Class A Common Stock 180 28.57 5.1K 8,474
2022-07-15 EDELMAN MARTIN L Director A-Award A Class A Common Stock 2,114 28.57 60.4K 100,383
2022-07-15 DOBROWSKI THOMAS E Director A-Award A Class A Common Stock 1,788 28.57 51.1K 88,598
2022-07-15 Cotton Leonard W Director A-Award A Class A Common Stock 824 28.57 23.5K 48,779
2022-06-30 Keenan Katharine A Officer S-Sale D Class A Common Stock 1,013 27.50 27.9K 124,299
2022-06-21 Cotton Leonard W Director P-Purchase A Class A Common Stock 5,000 27.78 138.9K 47,955
2022-06-16 SAGALYN LYNNE B Director A-Award A Class A Common Stock 4,399 26.14 115.0K 98,269
2022-06-16 Pollack Jonathan Lee Director P-Purchase A Class A Common Stock 13,500 26.16 353.1K 114,683
2022-06-16 Nash Michael B. Director P-Purchase A Class A Common Stock 40,000 26.14 1.05M 400,455

Executive team

Top executives
Shares Outstanding
168.68M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 F. Austin Peña President 1.29M 1.29M 100.00%
2 2025 Katharine A. Keenan Former Chief Executive Officer and President 1.17M 1.17M 100.00%
3 2025 Timothy Johnson Chief Executive Officer 1.13M 1.13M 100.00%
4 2025 Anthony F. Marone, Jr. Former Chief Financial Officer, Treasurer and Assistant Secretary 298.1K 298.1K 100.00%
5 2024 Katharine A. Keenan Former Chief Executive Officer and President 990.9K 990.9K 100.00%
6 2024 Katharine A. Keenan Chief Executive Officer, President and Director 990.9K 990.9K 100.00%
7 2024 Anthony F. Marone, Jr. Chief Financial Officer, Treasurer and Assistant Secretary 229.3K 229.3K 100.00%
8 2024 Anthony F. Marone, Jr. Former Chief Financial Officer, Treasurer and Assistant Secretary 229.3K 229.3K 100.00%
9 2023 Katharine A. Keenan Former Chief Executive Officer and President 1.17M 1.17M 100.00%
10 2023 Katharine A. Keenan Chief Executive Officer, President and Director 1.17M 1.17M 100.00%
11 2023 Anthony F. Marone, Jr. Chief Financial Officer, Treasurer and Assistant Secretary 269.4K 269.4K 100.00%
12 2023 Anthony F. Marone, Jr. Former Chief Financial Officer, Treasurer and Assistant Secretary 269.4K 269.4K 100.00%
13 2022 Katharine A. Keenan Chief Executive Officer, President and Director 1.28M 1.28M 100.00%
14 2022 Anthony F. Marone, Jr. Chief Financial Officer, Treasurer and Assistant Secretary 296.5K 296.5K 100.00%
15 2022 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer, Treasurer and Assistant Secretary 296.5K 296.5K 100.00%
16 2021 Katharine A. Keenan Chief Executive Officer, President and Director 1.62M 1.62M 100.00%
17 2021 Douglas N. Armer Executive Vice President, Capital Markets and Treasurer 607.8K 607.8K 100.00%
18 2021 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer, Treasurer and Assistant Secretary 358.5K 358.5K 100.00%
19 2021 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer, Principal Accounting Officer and Assistant Secretary 358.5K 358.5K 100.00%
20 2021 Anthony F. Marone, Jr. Chief Financial Officer, Treasurer and Assistant Secretary 296.5K 296.5K 100.00%
21 2020 Katharine A. Keenan Chief Executive Officer, President and Director 1.60M 1.60M 100.00%
22 2020 Katharine A. Keenan President 3.21M 1.60M 200.00%
23 2020 Stephen D. Plavin Chief Executive Officer and Director 1.86M 928.6K 200.00%
24 2020 Stephen D. Plavin Former Chief Executive Officer and Director 928.6K 928.6K 100.00%
25 2020 Douglas N. Armer Executive Vice President, Capital Markets and Treasurer 557.7K 557.7K 100.00%
26 2020 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer, Treasurer and Assistant Secretary 271.7K 271.7K 100.00%
27 2020 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer, Principal Accounting Officer and Assistant Secretary 271.7K 271.7K 100.00%
28 2019 Stephen D. Plavin Chief Executive Officer and Director 1.81M 1.81M 100.00%
29 2019 Stephen D. Plavin Former Chief Executive Officer and Director 1.81M 1.81M 100.00%
30 2019 Douglas N. Armer Executive Vice President, Capital Markets and Treasurer 705.3K 705.3K 100.00%
31 2019 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer and Assistant Secretary 343.6K 343.6K 100.00%
32 2019 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer, Principal Accounting Officer and Assistant Secretary 343.6K 343.6K 100.00%
33 2019 Thomas C. Ruffing Managing Director, Head of Asset Management 162.8K 162.8K 100.00%
34 2018 Stephen D. Plavin Chief Executive Officer, President and Director 1.68M 1.68M 100.00%
35 2018 Stephen D. Plavin Chief Executive Officer and Director 1.68M 1.68M 100.00%
36 2018 Douglas N. Armer Executive Vice President, Capital Markets and Treasurer 663.3K 663.3K 100.00%
37 2018 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer and Assistant Secretary 322.9K 322.9K 100.00%
38 2018 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer, Principal Accounting Officer and Assistant Secretary 322.9K 322.9K 100.00%
39 2018 Thomas C. Ruffing Managing Director, Head of Asset Management 157.1K 157.1K 100.00%
40 2017 Stephen D. Plavin Chief Executive Officer, President and Director 1.46M 6.9K 1.46M 99.53%
41 2017 Stephen D. Plavin Chief Executive Officer and Director 1.46M 6.9K 1.46M 99.53%
42 2017 Douglas N. Armer Executive Vice President, Capital Markets and Treasurer 566.0K 1.2K 567.1K 99.80%
43 2017 Douglas N. Armer Managing Director, Head of Capital Markets, and Treasurer 566.0K 1.2K 567.1K 99.80%
44 2017 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer and Assistant Secretary 291.1K 231.00 291.3K 99.92%
45 2017 Thomas C. Ruffing Managing Director, Head of Asset Management 145.5K 2.3K 147.8K 98.44%
46 2016 Stephen D. Plavin Chief Executive Officer, President and Director 1.34M 2.53M 3.88M 34.61%
47 2016 Thomas C. Ruffing Managing Director, Head of Asset Management 134.1K 938.7K 1.07M 12.50%
48 2016 Douglas N. Armer Executive Vice President, Capital Markets and Treasurer 596.2K 399.0K 995.2K 59.91%
49 2016 Douglas N. Armer Managing Director, Head of Capital Markets, and Treasurer 596.2K 399.0K 995.2K 59.91%
50 2016 Anthony F. Marone, Jr. Managing Director, Chief Financial Officer and Assistant Secretary 253.4K 107.9K 361.3K 70.13%
51 2015 Stephen D. Plavin Chief Executive Officer, President and Director 1.06M 2.14M 3.21M 33.15%
52 2015 Thomas C. Ruffing Managing Director, Head of Asset Management 111.2K 849.4K 960.6K 11.58%
53 2015 Douglas N. Armer Managing Director, Head of Capital Markets, and Treasurer 486.5K 323.6K 810.1K 60.05%
54 2015 Paul D. Quinlan Former Chief Financial Officer and Assistant Secretary 250.2K 250.2K 100.00%
55 2015 Randall S. Rothschild Former Managing Director, Head of Legal and Compliance, and Secretary 125.1K 125.1K 100.00%
56 2014 Stephen D. Plavin Chief Executive Officer, President and Director 1.06M 4.53M 5.60M 19.00%
57 2014 Thomas C. Ruffing Managing Director, Head of Asset Management 106.4K 1.56M 1.67M 6.38%
58 2014 Douglas N. Armer Managing Director, Head of Capital Markets, and Treasurer 425.6K 743.5K 1.17M 36.40%
59 2014 Douglas N. Armer Managing Director, Head of Capital Markets, and Treasurer 425.6K 743.5K 1.17M 36.40%
60 2014 Paul D. Quinlan Chief Financial Officer and Assistant Secretary 250.4K 250.4K 100.00%
61 2014 Paul D. Quinlan Former Chief Financial Officer and Assistant Secretary 250.4K 250.4K 100.00%
62 2014 Randall S. Rothschild Former Managing Director, Head of Legal and Compliance, and Secretary 159.6K 159.6K 100.00%
63 2014 Randall S. Rothschild Managing Director, Head of Legal and Compliance, and Secretary 159.6K 159.6K 100.00%
64 2013 Stephen D. Plavin Chief Executive Officer, President and Director 979.6K 2.81M 3.79M 25.84%
65 2013 Geoffrey G. Jervis Chief Financial Officer, Treasurer and Secretary 2.01M 2.01M 0.00%
66 2013 Thomas C. Ruffing Managing Director, Head of Asset Management 98.0K 1.21M 1.30M 7.52%
67 2013 Douglas N. Armer Managing Director, Head of Capital Markets, and Treasurer 425.7K 401.7K 827.4K 51.45%
68 2013 Douglas N. Armer Managing Director, Head of Capital Markets, and Treasurer 425.7K 401.7K 827.4K 51.45%
69 2013 Paul D. Quinlan Former Chief Financial Officer and Assistant Secretary 212.9K 212.9K 100.00%
70 2013 Paul D. Quinlan Chief Financial Officer and Assistant Secretary 212.9K 212.9K 100.00%
71 2013 Paul D. Quinlan Chief Financial Officer and Assistant Secretary 212.9K 212.9K 100.00%
72 2013 Randall S. Rothschild Managing Director, Head of Legal and Compliance, and Secretary 146.9K 146.9K 100.00%
73 2013 Randall S. Rothschild Former Managing Director, Head of Legal and Compliance, and Secretary 146.9K 146.9K 100.00%
74 2013 Randall S. Rothschild Managing Director, Head of Legal and Compliance, and Secretary 146.9K 146.9K 100.00%
75 2012 Stephen D. Plavin Chief Executive Officer 531.3K 600.0K 350.0K 213.9K 488.7K 2.18M 16.03%
76 2012 Geoffrey G. Jervis Chief Financial Officer, Treasurer and Secretary 434.7K 450.0K 280.0K 171.1K 360.1K 1.70M 16.51%
77 2012 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management 241.5K 250.0K 140.0K 128.4K 177.1K 937.0K 14.94%
78 2011 Stephen D. Plavin Chief Executive Officer 550.0K 1.87M 320.6K 9.6K 2.75M 11.67%
79 2011 Geoffrey G. Jervis Chief Financial Officer, Treasurer and Secretary 450.0K 1.49M 229.0K 7.4K 2.17M 10.53%
80 2011 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management 250.0K 550.0K 137.4K 7.4K 944.8K 14.54%
81 2010 Stephen D. Plavin Chief Executive Officer 550.0K 681.6K 36.1K 9.6K 1.28M 0.00%
82 2010 Geoffrey G. Jervis Chief Financial Officer, Treasurer and Secretary 450.0K 503.2K 21.4K 12.3K 7.4K 994.2K 2.16%
83 2010 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management 250.0K 300.0K 23.1K 7.4K 580.4K 0.00%
84 2009 John R. Klopp Former Chief Executive Officer 550.0K 600.0K 2.79M 0.00%
85 2009 Stephen D. Plavin Chief Executive Officer 500.0K 681.6K 108.0K 9.6K 1.30M 8.31%
86 2009 Geoffrey G. Jervis Chief Financial Officer 350.0K 503.2K 860.5K 0.00%
87 2009 Geoffrey G. Jervis Chief Financial Officer, Treasurer and Secretary 350.0K 503.2K 7.4K 860.5K 0.00%
88 2009 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management 250.0K 300.0K 7.4K 557.4K 0.00%
89 2008 John R. Klopp Former Chief Executive Officer 600.0K 2.26M 0.00%
90 2008 Stephen D. Plavin Chief Executive Officer 500.0K 681.6K 9.2K 1.19M 0.00%
91 2008 Geoffrey G. Jervis Chief Financial Officer 350.0K 860.1K 0.00%
92 2008 Geoffrey G. Jervis Chief Financial Officer, Treasurer and Secretary 350.0K 503.2K 6.9K 860.1K 0.00%
93 2008 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management 250.0K 300.0K 6.9K 556.9K 0.00%
94 2008 Stephen D. Plavin Chief Operating Officer
95 2008 John R. Klopp Chief Executive Officer
96 2007 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management 250.0K 350.0K 966.3K 0.00%
97 2007 Stephen D. Plavin Chief Operating Officer
98 2007 Geoffrey G. Jervis Chief Financial Officer
99 2007 John R. Klopp Chief Executive Officer
100 2006 John R. Klopp Chief Executive Officer and President 600.0K 2.03M 1.30M 68.2K 4.00M 50.69%
101 2006 Stephen D. Plavin Chief Operating Officer 500.0K 1.31M 1.10M 8.9K 2.93M 44.92%
102 2006 Geoffrey G. Jervis Chief Financial Officer, Treasurer and Secretary 269.3K 650.0K 336.4K 21.0K 6.6K 1.28M 26.21%
103 2006 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management 203.5K 300.0K 218.4K 21.2K 6.6K 749.7K 29.14%
104 2006 Thomas C. Ruffing Chief Credit Officer and Head of Asset Management
105 2005 Geoffrey G. Jervis Chief Financial Officer 170.8K 500.0K 2.69M 6.3K 3.37M 79.92%
106 2005 John R. Klopp Chief Executive Officer and President 600.0K 1.20M 750.0K 6.3K 2.56M 29.34%
107 2005 Stephen D. Plavin Chief Operating Officer 443.8K 750.0K 6.3K 1.20M 0.00%
108 2004 John R. Klopp Chief Executive Officer and President 600.0K 1.07M 6.2K 1.68M 0.00%
109 2004 Stephen D. Plavin Chief Operating Officer 374.7K 750.0K 500.0K 6.2K 1.63M 30.66%
110 2004 Geoffrey G. Jervis Chief Financial Officer 124.2K 450.0K 6.2K 580.3K 0.00%
111 2003 John R. Klopp Chief Executive Officer and President 600.0K 1.00M 6.49M 6.0K 8.09M 80.16%
112 2003 Stephen D. Plavin Chief Operating Officer 371.7K 650.0K 6.0K 1.03M 0.00%
113 2003 Geoffrey G. Jervis Chief Financial Officer 115.0K 275.0K 450.0K 6.0K 846.0K 53.19%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2025-04-30 DEFA14A
2025-04-30 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-29 SC 13G
2026-04-29 DEFA14A
2026-04-29 DEF 14A
2026-04-29 ARS
2026-04-29 8-K
2026-04-29 10-Q
2026-04-16 4
2026-04-16 4
2026-04-16 4

Executive team

NameTitleCompensationGender
Danny Malkin Managing Director male
F. Austin Pena President & Director male
J. T. Sizemore Managing Director male
Jonathan D. Gray CIMA BX President, Chief Operating Officer & Senior MD male
Kenneth A. Caplan BX Global Co-Chief Investment Officer & Senior MD male
Marcin Urbaszek CFO, Treasurer & Assistant Secretary male
Michael Wiebolt Senior Managing Director male
Nadeem Meghji BX Global Head of Real Estate Americas & Senior MD male
Robert G. Harper Senior Managing Director and Head of BX Real Estate US Asset Management male
Robert Sitman MD & Global Head of Asset Management male
Scott Aaron Mathias Chief Compliance Officer & Secretary male
Stephen D. Plavin Senior Managing Director male
ESG Rating
C+
REIT - MORTGAGE
2018
E (Environmental)
78.6 / 72.2
Company / Sector avg.
S (Social)
69.8 / 79.0
Company / Sector avg.
G (Governance)
69.9 / 75.2
Company / Sector avg.
ESG Total
72.8 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-01-24 2022-02-04 Virginia Foxx NC05 Joint Sale (Full) $50,001 - $100,000
2022-01-18 2022-02-04 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2021-11-26 2021-12-03 Virginia Foxx NC05 Joint Purchase $15,001 - $50,000
2021-08-09 2021-09-03 Virginia Foxx NC05 Joint Purchase $50,001 - $100,000
2020-06-15 2020-06-25 Alan S. Lowenthal CA47 Spouse Sale (Full) $1,001 - $15,000
2020-04-09 2020-04-18 Alan S. Lowenthal CA47 Spouse Sale (Partial) $1,001 - $15,000
2019-06-17 2019-06-18 Bob Gibbs oH07 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