Subscribe

Credit Acceptance Corporation (CACC)

USD626.13 +0.16 (+0.03%)
US NASDAQ Financial Services Financial - Credit Services
Address 25505 West Twelve Mile Road 48034-8339
Southfield, MI, US
CEO Vinayak R.
IPO 1992-06-05
CIK 885550 ISIN US2253101016

Explore sections of this company profile

Description

Credit Acceptance Corporation engages in the provision of financing programs, and related products and services in the United States. It advances money to automobile dealers in exchange for the right to service the underlying consumer loans; and buys the consumer loans from the dealers and keeps the amount collected from the consumers. The company is also involved in the business of reinsuring coverage under vehicle service contracts sold to consumers by dealers on vehicles financed by the company. It serves independent and franchised automobile dealers. The company was founded in 1972 and is headquartered in Southfield, Michigan.

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
USD626.13 +0.16 (+0.03%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
169.2K
Beta
1.39
Float Shares
5.66M
Free Float %
54.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.95% -3.45% +13.24% +8.57% +18.36% +18.78% +5.54% +22.52% +26.78% +196.33% +19,348.13%
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
626.13
Low 540.00 -13.8%
Consensus 540.00 -13.8%
Median 540.00 -13.8%
High 540.00 -13.8%
DCF (Unlevered) 628.74 +0.4%
DCF (Levered) 1,892.37 +202.2%

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) 0% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
540.00
-13.8%
Last Quarter 1
540.00
-13.8%
Last Year 1
540.00
-13.8%
All Time 3
500.00
-20.1%
Quality scores
Altman Z-Score
2.32
Grey zone
Piotroski F-Score
9 / 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 Financial - Credit Services: +13.2%
    +8.6% Q1'26: +3.1% (vs Q1'25)
  • EPS growth Financial - Credit Services: +24.0%
    +88.9% Q1'26: +43.2% (vs Q1'25)
  • FCF margin FCF growth · Financial - Credit Services: +70.9%
    +19.5% Q1'26: +59.6% (vs Q1'25)
  • EBIT margin Financial - Credit Services: +28.7%
    +44.4% Q1'26: +48.9% (vs Q1'25)
  • ROIC Financial - Credit Services: +5.0%
    +10.5% Q1'26: +11.1% (vs Q1'25)
  • Share dilution Financial - Credit Services: +0.0%
    -9.5% Q1'26: -10.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Credit Services: 4.07×
    6.01× Q1'26: 5.53× (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 (1.36) × ERP
WACC = 48% × Ke + 52% × Kd (7.3%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 624.38 Current price: 626.13
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 2003
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
2 EPS Ana.
Dec 2027
3 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
est: 106.75M (-100.0%)
440.50M
est: 391.13M (+12.6%)
523.40M
est: 506.52M (+3.3%)
608.50M
est: 597.36M (+1.9%)
678.90M
est: 652.37M (+4.1%)
722.00M
est: 701.20M (+3.0%)
823.60M
est: 824.72M (-0.1%)
965.20M
est: 965.68M (0.0%)
1.11B
est: 1.11B (-0.4%)
1.28B
est: 1.27B (+1.2%)
1.48B
est: 1.46B (+1.0%)
1.67B
est: 1.65B (+0.9%)
1.85B
est: 1.85B (-0.1%)
1.82B
est: 1.83B (-0.2%)
1.88B
est: 815.20M (+130.6%)
2.13B
est: 2.16B (-1.2%)
2.32B
est: 2.32B (-0.2%)
2.37B
2.01B – 2.59B
+1.9% YoY
2.52B
1.92B – 2.93B
+6.4% YoY
2.75B
2.34B – 3.01B
+9.4% YoY
EBITDA
54.94M
est: 35.09M (+56.6%)
262.90M
est: 259.21M (+1.4%)
304.60M
est: 349.46M (-12.8%)
354.60M
est: 406.99M (-12.9%)
408.20M
est: 454.48M (-10.2%)
454.40M
est: 472.77M (-3.9%)
487.00M
est: 563.68M (-13.6%)
542.50M
est: 632.73M (-14.3%)
597.40M
est: 720.49M (-17.1%)
768.80M
est: 839.10M (-8.4%)
870.50M
est: 1.06B (-17.6%)
576.60M
est: 290.13M (+98.7%)
1.28B
est: 1.01B (+27.3%)
727.90M
est: 1.07B (-32.0%)
373.90M
est: 311.82M (+19.9%)
352.90M
est: 826.66M (-57.3%)
1.06B
est: 888.43M (+19.0%)
905.23M
770.31M – 990.79M
+1.9% YoY
963.35M
735.59M – 1.12B
+6.4% YoY
1.05B
896.50M – 1.15B
+9.4% YoY
EBIT
46.26M
est: 39.68M (+16.6%)
251.90M
est: 212.57M (+18.5%)
294.60M
est: 282.55M (+4.3%)
342.40M
est: 335.91M (+1.9%)
395.00M
est: 378.34M (+4.4%)
441.20M
est: 425.30M (+3.7%)
472.80M
est: 470.85M (+0.4%)
527.20M
est: 517.60M (+1.9%)
581.00M
est: 591.90M (-1.8%)
749.30M
est: 679.51M (+10.3%)
848.10M
est: 975.44M (-13.1%)
552.80M
est: 87.63M (+530.8%)
1.26B
est: 985.77M (+27.4%)
702.30M
est: 1.04B (-32.6%)
347.30M
est: 300.74M (+15.5%)
325.10M
est: 797.30M (-59.2%)
1.03B
est: 856.86M (+20.0%)
873.07M
742.95M – 955.59M
+1.9% YoY
929.13M
709.46M – 1.08B
+6.4% YoY
1.02B
864.65M – 1.11B
+9.4% YoY
Net Income
28.18M
est: 18.82M (+49.8%)
170.10M
est: 138.77M (+22.6%)
188.00M
est: 180.76M (+4.0%)
219.70M
est: 213.53M (+2.9%)
253.10M
est: 241.45M (+4.8%)
266.20M
est: 256.10M (+3.9%)
299.70M
est: 299.06M (+0.2%)
332.80M
est: 326.82M (+1.8%)
470.20M
est: 493.47M (-4.7%)
574.00M
est: 516.88M (+11.1%)
656.10M
est: 644.17M (+1.9%)
421.00M
est: 57.58M (+631.2%)
958.30M
est: 748.96M (+28.0%)
535.80M
est: 788.78M (-32.1%)
286.10M
est: 181.60M (+57.5%)
247.90M
est: 364.50M (-32.0%)
423.90M
est: 453.40M (-6.5%)
531.95M
438.43M – 610.60M
+17.3% YoY
579.35M
518.81M – 722.56M
+8.9% YoY
875.50M
705.86M – 983.07M
+51.1% YoY
SGA
28.53M
est: 28.00M (+1.9%)
46.10M
est: 46.64M (-1.2%)
49.20M
est: 46.30M (+6.3%)
61.70M
est: 65.71M (-6.1%)
68.90M
est: 65.73M (+4.8%)
71.10M
est: 68.78M (+3.4%)
83.70M
est: 83.58M (+0.1%)
97.60M
est: 96.12M (+1.5%)
113.90M
est: 114.82M (-0.8%)
123.40M
est: 112.01M (+10.2%)
135.30M
est: 189.99M (-28.8%)
139.10M
est: 169.80M (-18.1%)
165.60M
est: 122.33M (+35.4%)
164.30M
est: 171.50M (-4.2%)
178.90M
est: 59.49M (+200.7%)
192.30M
est: 157.71M (+21.9%)
est: 169.49M (-100.0%)
172.70M
146.96M – 189.02M
+1.9% YoY
183.79M
140.33M – 213.94M
+6.4% YoY
200.99M
171.03M – 219.99M
+9.4% YoY
EPS
0.67
est: 0.45 (+48.9%)
5.79
est: 4.17 (+38.8%)
7.15
est: 6.59 (+8.5%)
8.65
est: 8.24 (+5.0%)
10.61
est: 9.67 (+9.7%)
11.96
est: 11.69 (+2.3%)
14.35
est: 14.22 (+0.9%)
16.37
est: 16.28 (+0.6%)
24.12
est: 21.55 (+11.9%)
29.52
est: 28.87 (+2.2%)
34.71
est: 34.81 (-0.3%)
23.57
est: 21.24 (+11.0%)
59.57
est: 57.53 (+3.5%)
39.50
est: 36.98 (+6.8%)
22.09
est: 14.39 (+53.5%)
20.12
est: 32.30 (-37.7%)
38.26
est: 39.57 (-3.3%)
48.17
38.84 – 54.09
+21.7% YoY
57.01
45.96 – 64.01
+18.3% YoY
77.56
62.53 – 87.09
+36.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 TD Cowen Hold Hold Maintain
2026-04-17 Stephens & Co. Equal Weight Equal Weight 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 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-07 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-04 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-05-01 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-30 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
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 3/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5
2026-04-15 B+ 3/5 4/5 5/5 5/5 1/5 3/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.06B
OE per share TTM
93.88
Owner's Yield
18.65%
Maintenance CapEx ratio
0.66%
Maint CapEx / Avg PPE
2.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
57
Total invested
39.82M
Insider transactions (90d)
6
Beneficial owners (>5%)
31
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Jill Foss Watson 2.18M 13.90% 553.6K 1.62M 553.6K 11.00 IN 2021-08-20
2 Allan V. Apple 1.81M 10.60% 159.7K 1.65M 1.81M IN 2021-02-12
3 Prescott General Partners LLC 1.74M 9.90% 1.74M 10.00 OO Delaware 2020-06-08
4 Ruane, Cunniff & Goldfarb L.P. 1.57M 10.04% 1.57M 1.57M IA, CO Delaware 2021-08-10
5 but solely as a co-trustee of the Donald A. Foss Irrevocable Trust Dated August 14, 2022 1.45M 11.24% 1.45M 1.45M IN United States of America 2022-09-26
6 Donald A. Foss 1.45M 10.30% 1.45M 1.45M IN United States of America 2022-02-14
7 John P. Neary, not individually but solely as a co-trustee of the Marital Trust U/A Donald A. Foss T 1.15M 9.00% 1.15M 1.15M IN Michigan 2023-09-21
8 Prescott Associates L.P. 1.14M 6.50% 1.14M 10.00 PN New York 2020-06-08
9 Foss 2009 Remainder Trust 978.8K 11.00% 978.8K 978.8K IN Michigan 2019-02-13
10 The Donald A. Foss 2009 Remainder Trust 962.8K 6.10% 962.8K 11.00 OO 2021-08-20
11 Wellington Group Holdings LLP 838.1K 5.76% 734.8K HC Delaware 2022-02-04
12 Wellington Investment Advisors Holdings LLP 838.1K 5.76% 734.8K HC Delaware 2022-02-04
13 Wellington Management Group LLP 838.1K 5.76% 734.8K HC Massachusetts 2022-02-04
14 Wellington Management Company LLP 798.1K 5.49% 706.1K IA Delaware 2022-02-04
15 W. Smith 770.4K 4.40% 684.3K 86.1K 684.3K 10.00 IN United States 2020-06-08
16 The Vanguard Group - 23-1945930 731.6K 5.03% 4.2K 720.0K 11.6K IA Pennsylvania 2022-02-09
17 Foss 2010 Remainder Trust 675.8K 11.00% 675.8K 675.8K IN Michigan 2019-02-13
18 The Donald A. Foss 2010 Remainder Trust 659.8K 4.20% 659.8K 11.00 OO 2021-08-20
19 Abrams Bison Investments, L.L.C. 650.8K 3.50% 650.8K 650.8K IA USA 2019-02-14
20 Abrams Bison Partners, L.P. 650.8K 3.50% 650.8K 650.8K PN USA 2019-02-14
21 Gavin Abrams 650.8K 3.50% 650.8K 650.8K HC, IN USA 2019-02-14
22 Trust 290.1K 1.90% 290.1K 290.1K 11.00 OO 2021-08-20
23 Foss 2011 Remainder Trust FBO Robert S. Foss and Descendants 146.9K 0.90% 146.9K 146.9K IN 2021-02-12
24 Jill Foss Watson Living Trust 104.9K 0.70% 104.9K 104.9K 11.00 OO 2021-08-20
25 Scott J. Vassalluzzo 66.9K 0.40% 66.9K 66.9K 10.00 IN United States 2020-06-08
26 S 61.2K 0.30% 61.2K 61.2K 10.00 EP Delaware 2020-06-08
27 Jill Foss Watson Irrevocable Trust 53.8K 0.30% 53.8K 53.8K 11.00 OO 2021-08-20
28 Jill Foss Watson 2021 Grantor Retained Annuity Trust 40.0K 0.30% 40.0K 40.0K 11.00 OO 2021-08-20
29 Duncan Todd Watson 32.4K 0.20% 32.4K 32.4K 11.00 OO 2021-08-20
30 Gwyneth Ellen Watson 32.4K 0.20% 32.4K 32.4K 11.00 OO 2021-08-20
31 Foss 2010 Remainder Trust #2 12.8K 0.10% 12.8K 12.8K IN 2021-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
57
-206 vs prev Q
New positions
12
Closed positions
205
Increased
27
Reduced
13
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 SMITH THOMAS W 94.9K +94.9K (+100.0%) 42.08B +42.1B (+100.0%) 0.86% +0.857 pp 38.91% +38.912 pp USD443.46 +0.0% 1 qtrs NEW
2 PRESCOTT GENERAL PARTNERS LLC 1.44M +— (+0.0%) 637.23M -33.7M (-5.0%) 12.97% +0.556 pp 45.49% -1.357 pp USD101.01 +339.0% 56 qtrs
3 CERITY PARTNERS LLC 786.8K -9.7K (-1.2%) 348.93M -23.0M (-6.2%) 7.10% +0.220 pp 0.51% -0.095 pp USD532.71 -16.8% 12 qtrs
4 RUANE, CUNNIFF & GOLDFARB L.P. 536.1K -42.3K (-7.3%) 237.75M -32.3M (-12.0%) 4.84% -0.158 pp 3.71% -0.762 pp USD343.24 +29.2% 32 qtrs
5 BOSTON PARTNERS 456.3K +14.9K (+3.4%) 202.37M -4.0M (-1.9%) 4.12% +0.305 pp 0.21% -0.002 pp USD466.16 -4.9% 2 qtrs
6 VANGUARD GROUP INC 395.5K -52.1K (-11.6%) 175.38M -33.6M (-16.1%) 3.57% -0.297 pp 0.00% -0.001 pp USD218.80 +102.7% 79 qtrs
7 GOBI CAPITAL LLC 358.1K -2.2K (-0.6%) 158.79M -9.4M (-5.6%) 3.23% +0.120 pp 7.70% -0.472 pp USD416.66 +6.4% 37 qtrs
8 BECK MACK & OLIVER LLC 310.3K -26.8K (-8.0%) 137.63M -19.8M (-12.6%) 2.80% -0.112 pp 2.50% -0.364 pp USD252.75 +75.5% 46 qtrs
9 BLACKROCK, INC. 241.1K +3.3K (+1.4%) 106.92M -4.1M (-3.7%) 2.18% +0.121 pp 0.00% 0.000 pp USD444.98 -0.3% 6 qtrs
10 WELLINGTON MANAGEMENT GROUP LLP 237.6K -21.2K (-8.2%) 105.38M -15.5M (-12.8%) 2.15% -0.091 pp 0.02% -0.003 pp USD318.70 +39.1% 36 qtrs
11 DIMENSIONAL FUND ADVISORS LP 223.9K +20.0K (+9.8%) 99.28M +4.1M (+4.3%) 2.02% +0.260 pp 0.02% +0.000 pp USD279.04 +58.9% 51 qtrs
12 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 203.9K +180.3K (+764.8%) 91.65M +80.6M (+732.6%) 1.84% +1.637 pp 0.15% +0.131 pp USD451.06 -1.7% 4 qtrs
13 SMEAD CAPITAL MANAGEMENT, INC. 188.3K -13.1K (-6.5%) 83.52M -10.5M (-11.2%) 1.70% -0.040 pp 1.73% -0.084 pp USD451.30 -1.7% 24 qtrs
14 KHROM CAPITAL MANAGEMENT LLC 138.2K +27.0K (+24.3%) 61.29M +9.4M (+18.0%) 1.25% +0.287 pp 6.37% +0.976 pp USD494.28 -10.3% 4 qtrs
15 RV CAPITAL AG 130.4K +— (+0.0%) 57.84M -3.1M (-5.0%) 1.18% +0.050 pp 13.47% +2.317 pp USD392.34 +13.0% 29 qtrs
16 ALFRETON CAPITAL LLP 130.0K +— (+0.0%) 57.65M -3.1M (-5.0%) 1.17% +0.050 pp 24.26% -1.973 pp USD471.50 -5.9% 13 qtrs
17 GOODNOW INVESTMENT GROUP, LLC 116.8K -2.8K (-2.3%) 51.79M -4.1M (-7.3%) 1.05% +0.021 pp 4.83% -0.513 pp USD458.69 -3.3% 52 qtrs
18 GEODE CAPITAL MANAGEMENT, LLC 110.4K +163.0 (+0.1%) 48.96M -2.5M (-4.9%) 1.00% +0.044 pp 0.00% 0.000 pp USD343.32 +29.2% 68 qtrs
19 FMR LLC 98.3K +96.7K (+5,853.3%) 43.61M +42.8M (+5,555.6%) 0.89% +0.874 pp 0.00% +0.002 pp USD444.33 -0.2% 64 qtrs
20 STATE STREET CORP 95.1K -12.6K (-11.7%) 42.18M -8.1M (-16.2%) 0.86% -0.072 pp 0.00% 0.000 pp USD273.56 +62.1% 51 qtrs
21 NORTHERN TRUST CORP 93.5K -5.2K (-5.3%) 41.44M -4.6M (-10.1%) 0.84% -0.009 pp 0.01% -0.001 pp USD419.41 +5.7% 51 qtrs
22 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 86.9K -3.1K (-3.4%) 38.54M -3.5M (-8.2%) 0.78% +0.007 pp 0.01% -0.001 pp USD351.37 +26.2% 79 qtrs
23 TWIN LIONS MANAGEMENT LLC 84.0K +9.1K (+12.2%) 37.23M +2.3M (+6.5%) 0.76% +0.111 pp 25.11% +2.124 pp USD477.99 -7.2% 5 qtrs
24 LONDON CO OF VIRGINIA 79.3K -21.0K (-20.9%) 35.19M -11.7M (-24.9%) 0.72% -0.151 pp 0.20% -0.056 pp USD469.71 -5.6% 5 qtrs
25 MIG CAPITAL, LLC 69.7K -2.7K (-3.8%) 30.92M -2.9M (-8.6%) 0.63% +0.003 pp 5.24% +0.332 pp USD510.92 -13.2% 12 qtrs
26 1832 ASSET MANAGEMENT L.P. 68.2K +68.2K (+100.0%) 30.25M +30.3M (+100.0%) 0.62% +0.616 pp 0.02% +0.023 pp USD443.46 +0.0% 1 qtrs NEW
27 KIZE CAPITAL LP 68.2K +— (+0.0%) 30.24M -1.6M (-5.0%) 0.62% +0.026 pp 35.67% -0.646 pp USD395.83 +12.0% 21 qtrs
28 MORGAN STANLEY 67.7K +8.6K (+14.6%) 30.00M +2.4M (+8.8%) 0.61% +0.101 pp 0.00% +0.000 pp USD484.49 -8.5% 51 qtrs
29 CITADEL ADVISORS LLC 65.6K +49.9K (+317.4%) 29.07M +21.7M (+296.4%) 0.59% +0.456 pp 0.00% +0.003 pp USD449.02 -1.2% 30 qtrs
30 AMERICAN CENTURY COMPANIES INC 59.7K +30.3K (+103.1%) 26.50M +12.8M (+92.9%) 0.54% +0.285 pp 0.01% +0.006 pp USD456.56 -2.9% 20 qtrs
31 UBS GROUP AG 46.0K -15.8K (-25.5%) 20.41M -8.5M (-29.3%) 0.42% -0.119 pp 0.00% -0.001 pp USD506.18 -12.4% 45 qtrs
32 FIRST TRUST ADVISORS LP 34.2K +13.6K (+66.0%) 15.18M +5.6M (+57.7%) 0.31% +0.131 pp 0.01% +0.004 pp USD483.20 -8.2% 3 qtrs
33 LPL FINANCIAL LLC 33.9K -1.2K (-3.3%) 15.02M -1.3M (-8.2%) 0.31% +0.003 pp 0.00% -0.001 pp USD468.14 -5.3% 20 qtrs
34 ALLIANZ ASSET MANAGEMENT GMBH 32.5K +3.4K (+11.8%) 14.43M +842.2K (+6.2%) 0.29% +0.042 pp 0.01% -0.001 pp USD498.51 -11.0% 9 qtrs
35 BNP PARIBAS ARBITRAGE, SNC 31.8K +3.8K (+13.5%) 14.09M +1.0M (+7.8%) 0.29% +0.045 pp 0.01% -0.001 pp USD475.80 -6.8% 47 qtrs
36 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31.5K -125.3K (-79.9%) 13.97M -59.2M (-80.9%) 0.28% -1.070 pp 0.00% -0.007 pp USD503.39 -11.9% 48 qtrs
37 MILLENNIUM MANAGEMENT LLC 31.1K +3.3K (+11.9%) 13.79M +813.7K (+6.3%) 0.28% +0.041 pp 0.01% +0.000 pp USD464.44 -4.5% 30 qtrs
38 POLAR CAPITAL HOLDINGS PLC 31.0K -6.5K (-17.2%) 13.77M -3.7M (-21.4%) 0.28% -0.044 pp 0.05% -0.031 pp USD509.91 -13.0% 4 qtrs
39 SQUAREPOINT OPS LLC 30.4K +26.2K (+632.6%) 13.48M +11.5M (+595.8%) 0.27% +0.239 pp 0.01% +0.012 pp USD448.00 -1.0% 21 qtrs
40 BANK OF AMERICA CORP /DE/ 30.1K -82.0 (-0.3%) 13.37M -745.8K (-5.3%) 0.27% +0.011 pp 0.00% +0.000 pp USD487.90 -9.1% 52 qtrs
41 ENVESTNET ASSET MANAGEMENT INC 28.8K -6.2K (-17.6%) 12.78M -3.6M (-21.7%) 0.26% -0.042 pp 0.00% -0.001 pp USD469.12 -5.5% 51 qtrs
42 INGALLS & SNYDER LLC 25.0K +131.0 (+0.5%) 11.11M -527.0K (-4.5%) 0.23% +0.011 pp 0.41% +0.027 pp USD186.45 +137.8% 39 qtrs
43 GOLDMAN SACHS GROUP INC 24.0K +5.7K (+31.3%) 10.65M +2.1M (+24.7%) 0.22% +0.059 pp 0.00% +0.000 pp USD475.28 -6.7% 61 qtrs
44 INVESCO LTD. 19.3K +4.7K (+32.6%) 8.56M +1.8M (+25.9%) 0.17% +0.049 pp 0.00% +0.000 pp USD473.90 -6.4% 57 qtrs
45 BANK OF NEW YORK MELLON CORP 17.9K -1.6K (-8.3%) 7.92M -1.2M (-12.9%) 0.16% -0.007 pp 0.00% 0.000 pp USD246.77 +79.7% 66 qtrs
46 UBS ASSET MANAGEMENT AMERICAS INC 17.8K -789.0 (-4.2%) 7.90M -786.6K (-9.1%) 0.16% +0.000 pp 0.00% 0.000 pp USD463.31 -4.3% 52 qtrs
47 HYPERION CAPITAL ADVISORS LP 16.2K -2.3K (-12.3%) 7.19M -1.4M (-16.7%) 0.15% -0.013 pp 3.52% -1.095 pp USD404.93 +9.5% 25 qtrs
48 GREENLINE PARTNERS, LLC 13.5K +— (+0.0%) 5.96M -315.7K (-5.0%) 0.12% +0.005 pp 0.68% -0.081 pp USD478.28 -7.3% 33 qtrs
49 MRAZ, AMERINE & ASSOCIATES, INC. 13.2K -197.0 (-1.5%) 5.87M -402.6K (-6.4%) 0.12% +0.003 pp 0.87% -0.105 pp USD431.55 +2.8% 26 qtrs
50 SWISS NATIONAL BANK 11.1K -200.0 (-1.8%) 4.91M -353.4K (-6.7%) 0.10% +0.003 pp 0.00% 0.000 pp USD261.85 +69.4% 51 qtrs
51 BRIDGEWATER ASSOCIATES, LP 11.0K -390.0 (-3.4%) 4.87M -439.8K (-8.3%) 0.10% +0.001 pp 0.02% -0.003 pp USD466.59 -5.0% 6 qtrs
52 NUVEEN, LLC 10.0K +— (+0.0%) 4.42M -233.7K (-5.0%) 0.09% +0.004 pp 0.00% 0.000 pp USD516.35 -14.1% 4 qtrs
53 BLAIR WILLIAM & CO/IL 9.7K +3.0 (+0.0%) 4.29M -225.5K (-5.0%) 0.09% +0.004 pp 0.01% -0.001 pp USD191.92 +131.1% 51 qtrs
54 BARCLAYS PLC 9.1K +3.8K (+72.9%) 4.02M +1.7M (+72.9%) 0.08% +0.037 pp 0.00% +0.000 pp USD465.98 -4.8% 39 qtrs
55 CITIGROUP INC 8.9K +35.0 (+0.4%) 3.94M -192.2K (-4.7%) 0.08% +0.004 pp 0.00% 0.000 pp USD492.22 -9.9% 54 qtrs
56 SEQUOIA FINANCIAL ADVISORS, LLC 8.7K +256.0 (+3.0%) 3.86M -84.6K (-2.1%) 0.08% +0.006 pp 0.02% -0.002 pp USD513.92 -13.7% 4 qtrs
57 QUANTBOT TECHNOLOGIES LP 8.4K +8.3K (+8,049.5%) 3.72M +3.7M (+7,639.8%) 0.08% +0.075 pp 0.12% +0.123 pp USD444.26 -0.2% 16 qtrs
58 PEAK6 LLC 7.2K -33.2K (-82.2%) 3.19M -15.7M (-83.1%) 0.07% -0.284 pp 0.01% -0.022 pp USD498.88 -11.1% 5 qtrs
59 MML INVESTORS SERVICES, LLC 6.8K -441.0 (-6.1%) 3.03M -366.3K (-10.8%) 0.06% -0.001 pp 0.01% -0.002 pp USD480.42 -7.7% 5 qtrs
60 DARK FOREST CAPITAL MANAGEMENT LP 6.6K +6.2K (+1,440.7%) 2.94M +2.7M (+1,363.3%) 0.06% +0.056 pp 0.13% +0.128 pp USD447.08 -0.8% 5 qtrs
61 RAYMOND JAMES FINANCIAL INC 6.5K -717.0 (-10.0%) 2.87M -486.5K (-14.5%) 0.06% -0.004 pp 0.00% 0.000 pp USD468.67 -5.4% 3 qtrs
62 RHUMBLINE ADVISERS 6.1K -544.0 (-8.2%) 2.71M -397.2K (-12.8%) 0.06% -0.002 pp 0.00% 0.000 pp USD240.83 +84.1% 52 qtrs
63 QUANTINNO CAPITAL MANAGEMENT LP 6.1K +1.8K (+43.5%) 2.70M +719.8K (+36.3%) 0.06% +0.018 pp 0.01% +0.000 pp USD474.81 -6.6% 10 qtrs
64 ILLINOIS MUNICIPAL RETIREMENT FUND 5.8K +4.3K (+290.3%) 2.58M +1.9M (+270.7%) 0.05% +0.040 pp 0.03% +0.024 pp USD449.47 -1.3% 2 qtrs
65 LEGAL & GENERAL GROUP PLC 5.6K -840.0 (-13.0%) 2.49M -523.8K (-17.4%) 0.05% -0.005 pp 0.00% 0.000 pp USD465.83 -4.8% 46 qtrs
66 TWO SIGMA ADVISERS, LP 5.5K -2.8K (-33.7%) 2.44M -1.4M (-37.1%) 0.05% -0.022 pp 0.00% -0.003 pp USD511.75 -13.3% 20 qtrs
67 RENAISSANCE TECHNOLOGIES LLC 5.4K -23.1K (-81.1%) 2.39M -10.9M (-82.0%) 0.05% -0.198 pp 0.00% -0.014 pp USD508.28 -12.8% 8 qtrs
68 MAN GROUP PLC 5.4K -9.6K (-64.0%) 2.39M -4.6M (-65.8%) 0.05% -0.081 pp 0.00% -0.008 pp USD487.40 -9.0% 7 qtrs
69 AQUATIC CAPITAL MANAGEMENT LLC 5.4K +2.7K (+103.7%) 2.38M +1.1M (+93.4%) 0.05% +0.026 pp 0.07% +0.045 pp USD454.98 -2.5% 8 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 5.3K -119.0 (-2.2%) 2.33M -179.1K (-7.1%) 0.05% +0.001 pp 0.00% 0.000 pp USD215.66 +105.6% 52 qtrs
71 PARALEL ADVISORS LLC 5.2K +— (+0.0%) 2.30M -121.6K (-5.0%) 0.05% +0.002 pp 0.09% -0.005 pp USD483.97 -8.4% 13 qtrs
72 JUMP FINANCIAL, LLC 5.2K -925.0 (-15.2%) 2.29M -553.2K (-19.4%) 0.05% -0.006 pp 0.03% -0.006 pp USD509.79 -13.0% 4 qtrs
73 JPMORGAN CHASE & CO 4.9K -27.0 (-0.5%) 2.19M -128.5K (-5.5%) 0.04% +0.002 pp 0.00% +0.000 pp USD492.68 -10.0% 51 qtrs
74 PRICE T ROWE ASSOCIATES INC /MD/ 4.3K +158.0 (+3.8%) 1.90M -26.0K (-1.4%) 0.04% +0.003 pp 0.00% +0.000 pp USD391.31 +13.3% 49 qtrs
75 GEO CAPITAL GESTORA DE RECURSOS LTD 4.2K +4.2K (+100.0%) 1.84M +1.8M (+100.0%) 0.04% +0.038 pp 3.81% +3.807 pp USD443.46 +0.0% 1 qtrs NEW
76 CLARKSTON CAPITAL PARTNERS, LLC 4.0K +— (+0.0%) 1.77M -93.9K (-5.0%) 0.04% +0.002 pp 0.04% +0.001 pp USD550.37 -19.4% 16 qtrs
77 WEDGE CAPITAL MANAGEMENT L L P/NC 3.7K -350.0 (-8.7%) 1.62M -249.3K (-13.3%) 0.03% -0.002 pp 0.03% -0.003 pp USD503.08 -11.9% 13 qtrs
78 PDT PARTNERS, LLC 3.6K +— (+0.0%) 1.58M -83.7K (-5.0%) 0.03% +0.001 pp 0.10% -0.002 pp USD509.61 -13.0% 17 qtrs
79 WORLDQUANT MILLENNIUM ADVISORS LLC 3.5K +3.5K (+100.0%) 1.57M +1.6M (+100.0%) 0.03% +0.032 pp 0.01% +0.006 pp USD443.46 +0.0% 1 qtrs NEW
80 AQR CAPITAL MANAGEMENT LLC 3.5K -122.0 (-3.4%) 1.56M -90.3K (-5.5%) 0.03% +0.000 pp 0.00% 0.000 pp USD497.88 -10.9% 53 qtrs
81 MARSHALL WACE, LLP 3.3K +3.3K (+100.0%) 1.47M +1.5M (+100.0%) 0.03% +0.030 pp 0.00% +0.001 pp USD443.46 +0.0% 8 qtrs
82 NEW YORK STATE COMMON RETIREMENT FUND 3.2K +— (+0.0%) 1.43M -75.5K (-5.0%) 0.03% +0.001 pp 0.00% +0.000 pp USD320.67 +38.3% 44 qtrs
83 FIRST MANHATTAN CO. LLC. 3.2K -22.0 (-0.7%) 1.41M -84.7K (-5.7%) 0.03% +0.001 pp 0.00% 0.000 pp USD474.31 -6.5% 25 qtrs
84 BANK OF MONTREAL /CAN/ 3.0K -98.0 (-3.1%) 1.35M -117.2K (-8.0%) 0.03% +0.000 pp 0.00% 0.000 pp USD471.39 -5.9% 51 qtrs
85 NISA INVESTMENT ADVISORS, LLC 3.0K +— (+0.0%) 1.33M -70.4K (-5.0%) 0.03% +0.001 pp 0.00% -0.001 pp USD395.32 +12.2% 51 qtrs
86 GABELLI FUNDS LLC 3.0K -449.0 (-13.1%) 1.32M -279.6K (-17.5%) 0.03% -0.003 pp 0.01% -0.002 pp USD505.51 -12.3% 19 qtrs
87 JANE STREET GROUP, LLC 2.9K +2.9K (+100.0%) 1.28M +1.3M (+100.0%) 0.03% +0.026 pp 0.00% +0.000 pp USD443.46 +0.0% 4 qtrs
88 FEDERATION DES CAISSES DESJARDINS DU QUEBEC 2.8K -345.0 (-10.8%) 1.26M -227.9K (-15.3%) 0.03% -0.002 pp 0.00% -0.001 pp USD463.38 -4.3% 29 qtrs
89 GOTHAM ASSET MANAGEMENT, LLC 2.8K -558.0 (-16.5%) 1.25M -326.9K (-20.7%) 0.03% -0.004 pp 0.00% -0.002 pp USD487.81 -9.1% 18 qtrs
90 CITADEL INVESTMENT ADVISORY, INC. 2.7K +— (+0.0%) 1.18M -62.0K (-5.0%) 0.02% +0.001 pp 0.51% -0.060 pp USD422.95 +4.8% 21 qtrs
91 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 2.6K -930.0 (-26.1%) 1.17M -496.1K (-29.8%) 0.02% -0.007 pp 0.00% -0.001 pp USD317.80 +39.5% 51 qtrs
92 LIDO ADVISORS, LLC 2.5K +1.0 (+0.0%) 1.16M +443.0 (+0.0%) 0.02% +0.001 pp 0.00% 0.000 pp USD516.32 -14.1% 4 qtrs
93 STATE OF WISCONSIN INVESTMENT BOARD 2.5K +2.0K (+373.8%) 1.10M +852.9K (+349.9%) 0.02% +0.018 pp 0.00% +0.002 pp USD451.74 -1.8% 43 qtrs
94 LIMESTONE INVESTMENT ADVISORS LP 250.0K +— (+0.0%) 251.4K +632.0 (+0.3%) 2.26% +0.097 pp 0.02% +0.004 pp USD509.43 -12.9% 3 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.16
Bearish
Ratio by volume
0.37
Bearish
Buys
4
Sells
25
Shares acquired
14.1K
Shares disposed
38.0K
Cash buys
Cash sales
20.00
Net activity
-23,986
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
2026-04-21 Watson Jill Foss 10% Owner S-Sale D Common Stock 240 527.76 126.7K 101,317 I
2026-04-20 LUM JONATHAN Officer M-Exempt D Employee Stock Option (right to buy) 3,000 333.94 1.00M 28,500 D
2026-04-20 Booth Kenneth Director S-Sale D Common Stock 4,000 534.00 2.14M 22,832 D
2026-04-18 Rostami Andrew K Officer F-InKind D Common Stock 474 527.56 249.8K 23,091 D
2026-04-17 Rummler Wendy A Officer M-Exempt A Common Stock 4,062 333.94 1.36M 23,609 D
2026-04-17 Martin Jay D Officer M-Exempt A Common Stock 3,000 333.94 1.00M 28,963 D
2026-02-23 Schumann Steffen Officer Common Stock 0 0.00 19,232 D
2026-02-09 Martin Jay D Officer S-Sale D Common Stock 1,340 511.05 684.6K 25,963 D
2026-02-09 LUM JONATHAN Officer A-Award A Common Stock 893 0.00 31,609 D
2026-02-09 Elliott Nicholas J Officer A-Award A Common Stock 2,492 0.00 20,897 D
2026-02-09 Booth Kenneth Director S-Sale D Common Stock 2,000 508.00 1.02M 22,832 D
2026-02-06 Booth Kenneth Director S-Sale D Common Stock 1,212 508.36 616.1K 25,632 D
2026-02-04 Booth Kenneth Director S-Sale D Common Stock 1,207 513.29 619.5K 26,844 D
2026-02-02 Rummler Wendy A Officer S-Sale D Common Stock 292 511.20 149.3K 21,381 D
2026-02-02 Booth Kenneth Director / Officer S-Sale D Common Stock 4,000 514.00 2.06M 28,051 D
2026-02-01 Booth Kenneth Director / Officer A-Award A Common Stock 135 0.00 28,051 D
2026-01-31 Valiyaveettil Ravi Mohan Officer F-InKind D Common Stock 71 498.24 35.4K 27,247 D
2026-01-31 ULATOWSKI DANIEL A. Officer F-InKind D Common Stock 952 498.24 474.1K 27,338 D
2026-01-31 SMITH ARTHUR L Officer F-InKind D Common Stock 897 498.24 446.7K 27,894 D
2026-01-31 Rummler Wendy A Officer F-InKind D Common Stock 581 498.24 289.7K 20,191 D
2026-01-31 Rostami Andrew K Officer F-InKind D Common Stock 309 498.24 153.8K 23,564 D
2026-01-31 Martin Jay D Officer F-InKind D Common Stock 696 498.24 346.7K 27,303 D
2026-01-31 LUM JONATHAN Officer F-InKind D Common Stock 777 498.24 387.3K 30,716 D
2026-01-31 KERBER ERIN J Officer F-InKind D Common Stock 542 498.24 270.2K 25,711 D
2026-01-31 Elliott Nicholas J Officer F-InKind D Common Stock 630 498.24 313.7K 18,405 D
2026-01-31 Booth Kenneth Director / Officer F-InKind D Common Stock 1,391 498.24 692.9K 66,725 D
2026-01-30 ULATOWSKI DANIEL A. Officer M-Exempt D Employee Stock Option (right to buy) 589 333.94 196.7K 32,411 D
2026-01-30 Rummler Wendy A Officer M-Exempt D Employee Stock Option (right to buy) 4,063 333.94 1.36M 11,014 D
2026-01-30 Booth Kenneth Director / Officer M-Exempt A Common Stock 4,000 333.94 1.34M 72,116 D
2025-12-30 TRYFOROS THOMAS N Director J-Other A Common Stock 5,181 0.00 212,846 I
2025-12-24 Flanagan Glenda J Director G-Gift D Common Stock 1,894 0.00 0 I
2025-12-16 Watson Jill Foss 10% Owner G-Gift D Common Stock 550 0.00 101,557 I
2025-12-10 ULATOWSKI DANIEL A. Officer M-Exempt D Employee Stock Option (right to buy) 3,000 333.94 1.00M 33,000 D
2025-12-10 Rostami Andrew K Officer S-Sale D Common Stock 606 475.00 287.9K 23,873 D
2025-11-24 Rostami Andrew K Officer S-Sale D Common Stock 516 428.50 221.1K 24,479 D
2025-11-13 Hegde Vinayak Director / Officer A-Award A Common Stock 140,000 0.00 140,502 D
2025-10-31 Rostami Andrew K Officer F-InKind D Common Stock 484 447.34 216.3K 24,995 D
2025-10-24 Valiyaveettil Ravi Mohan Officer F-InKind D Common Stock 1,270 506.56 643.1K 27,318 D
2025-09-18 Booth Kenneth Director / Officer S-Sale D Common Stock 4,000 506.59 2.03M 68,116 D
2025-09-11 ULATOWSKI DANIEL A. Officer M-Exempt D Employee Stock Option (right to buy) 4,000 333.94 1.34M 36,000 D
2025-09-05 Elliott Nicholas J Officer S-Sale D Common Stock 350 521.73 182.6K 19,035 D
2025-08-25 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 355 510.38 181.2K 28,290 D
2025-08-25 LUM JONATHAN Officer S-Sale D Common Stock 1,064 512.24 545.0K 34,341 D
2025-08-22 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 113 508.35 57.4K 28,290 D
2025-07-02 Watson Jill Foss 10% Owner S-Sale D Common Stock 857 536.26 459.6K 121,250 I
2025-07-02 Prescott General Partners LLC 10% Owner J-Other D Common Stock 42,329 509.43 21.56M 911,132 I
2025-06-20 Rostami Andrew K Officer S-Sale D Common Stock 375 505.29 189.5K 25,479 D
2025-06-11 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 6,118 522.12 3.19M 28,528 D
2025-06-04 VASSALLUZZO SCOTT J Director / 10% Owner A-Award A Common Stock 410 0.00 65,400 D
2025-06-04 TRYFOROS THOMAS N Director A-Award A Common Stock 410 0.00 1,275 D
2025-06-04 Quinn Sean Edward Director A-Award A Common Stock 410 0.00 1,186 D
2025-06-04 Hegde Vinayak Director A-Award A Common Stock 410 0.00 502 D
2025-06-04 Flanagan Glenda J Director A-Award A Common Stock 410 0.00 8,778 D
2025-05-12 Prescott General Partners LLC 10% Owner S-Sale D Common Stock 11,837 499.84 5.92M 953,461 I
2025-05-08 Prescott General Partners LLC 10% Owner S-Sale D Common Stock 6,682 494.92 3.31M 500,012 I
2025-05-07 Prescott General Partners LLC 10% Owner S-Sale D Common Stock 1,441 495.17 713.5K 43,618 I
2025-04-18 Rostami Andrew K Officer F-InKind D Common Stock 443 472.19 209.3K 25,854 D
2025-03-25 BUSK DOUGLAS W Officer M-Exempt D Employee Stock Option (right to buy) 3,000 333.94 1.00M 35,500 D
2025-03-20 Elliott Nicholas J Officer S-Sale D Common Stock 300 502.00 150.6K 19,385 D
2025-01-23 Martin Jay D Officer F-InKind D Common Stock 159 524.14 83.6K 27,999 D
2025-01-23 Elliott Nicholas J Officer F-InKind D Common Stock 214 524.14 112.2K 19,685 D
2025-01-14 Booth Kenneth Director / Officer A-Award A Common Stock 57,104 0.00 68,116 D
2024-12-24 Flanagan Glenda J Director J-Other D Common Stock 781 0.00 2,782 I
2024-12-17 LUM JONATHAN Officer S-Sale D Common Stock 552 489.90 270.4K 31,493 D
2024-12-03 Valiyaveettil Ravi Mohan Officer A-Award A Common Stock 20,958 0.00 28,587 D
2024-12-03 ULATOWSKI DANIEL A. Officer A-Award A Common Stock 28,290 0.00 28,290 D
2024-12-03 SMITH ARTHUR L Officer A-Award A Common Stock 28,290 0.00 28,790 D
2024-12-03 Rummler Wendy A Officer A-Award A Common Stock 20,772 0.00 20,772 D
2024-12-03 Rostami Andrew K Officer A-Award A Common Stock 20,572 0.00 26,297 D
2024-12-03 Martin Jay D Officer A-Award A Common Stock 22,583 0.00 28,158 D
2024-12-03 LUM JONATHAN Officer A-Award A Common Stock 23,884 0.00 32,045 D
2024-12-03 KERBER ERIN J Officer A-Award A Common Stock 23,508 0.00 26,253 D
2024-12-03 Elliott Nicholas J Officer A-Award A Common Stock 18,373 0.00 19,899 D
2024-10-31 Rostami Andrew K Officer F-InKind D Common Stock 484 425.00 205.5K 5,725 D
2024-10-24 Valiyaveettil Ravi Mohan Officer F-InKind D Common Stock 1,205 480.45 578.8K 7,629 D
2024-09-18 Prescott General Partners LLC 10% Owner P-Purchase A Common Stock 3,000 446.43 1.34M 515,337 I
2024-09-17 Prescott General Partners LLC 10% Owner S-Sale D Common Stock 11,586 444.91 5.15M 30,034
2024-09-09 SMITH THOMAS W 10% Owner S-Sale D Common Stock 1,200 451.01 541.2K 74,450
2024-09-04 VASSALLUZZO SCOTT J Director / 10% Owner A-Award A Common Stock 442 0.00 64,990
2024-09-04 TRYFOROS THOMAS N Director A-Award A Common Stock 442 0.00 865
2024-09-04 Quinn Sean Edward Director A-Award A Common Stock 442 0.00 776
2024-09-04 Hegde Vinayak Director A-Award A Common Stock 92 0.00 92
2024-09-04 Flanagan Glenda J Director A-Award A Common Stock 442 0.00 7,587
2024-08-07 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 500 472.84 236.4K 4,405
2024-04-18 Rostami Andrew K Officer F-InKind D Common Stock 423 536.40 227.0K 6,208
2024-03-21 BUSK DOUGLAS W Officer M-Exempt D Employee Stock Option (right to buy) 2,500 333.94 834.9K 38,500
2024-03-15 LUM JONATHAN Officer M-Exempt D Employee Stock Option (right to buy) 2,500 333.94 834.9K 37,500
2024-03-01 SMITH ARTHUR L Officer M-Exempt D Employee Stock Option (right to buy) 8,723 333.94 2.91M 37,500
2024-02-29 SMITH ARTHUR L Officer M-Exempt D Employee Stock Option (right to buy) 3,777 333.94 1.26M 46,223
2024-02-02 Rummler Wendy A Officer S-Sale D Common Stock 99 583.27 57.7K 1,834
2024-02-02 KERBER ERIN J Officer S-Sale D Common Stock 657 588.13 386.4K 3,162
2024-02-02 BUSK DOUGLAS W Officer S-Sale D Common Stock 500 579.98 290.0K 3,112
2024-01-30 Flanagan Glenda J Director A-Award A Common Stock 300 0.00 7,145
2024-01-23 Martin Jay D Officer A-Award A Common Stock 600 0.00 5,575
2024-01-23 Elliott Nicholas J Officer A-Award A Common Stock 700 0.00 1,526
2024-01-08 Flanagan Glenda J Director J-Other A Common Stock 244 0.00 6,845
2024-01-05 Flanagan Glenda J Director J-Other A Common Stock 400 0.00 6,601
2023-12-29 Rummler Wendy A Officer S-Sale D Common Stock 116 532.62 61.8K 2,034
2023-12-22 BUSK DOUGLAS W Officer S-Sale D Common Stock 100 524.48 52.4K 4,012
2023-12-14 Elliott Nicholas J Officer S-Sale D Common Stock 725 515.00 373.4K 826
2023-11-14 SMITH ARTHUR L Officer S-Sale D Common Stock 26 425.19 11.1K 531
2023-10-31 Rostami Andrew K Officer F-InKind D Common Stock 484 402.43 194.6K 6,632
2023-10-27 Quinn Sean Edward Director 0 0.00 0
2023-10-24 Valiyaveettil Ravi Mohan Officer F-InKind D Common Stock 1,166 409.27 477.3K 8,834
2023-09-06 SMITH THOMAS W 10% Owner S-Sale D Common Stock 400 494.71 197.9K 75,650
2023-08-22 VASSALLUZZO SCOTT J Director / 10% Owner A-Award A Common Stock 423 0.00 64,548
2023-08-22 TRYFOROS THOMAS N Director A-Award A Common Stock 423 0.00 423
2023-08-22 Flanagan Glenda J Director A-Award A Common Stock 100 0.00 6,201
2023-08-15 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 112 489.19 54.8K 1,280,757
2023-08-14 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 85 493.81 42.0K 1,287,050
2023-08-11 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 61 492.85 30.1K 1,299,514
2023-08-10 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 2,077 499.06 1.04M 1,301,255
2023-08-09 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 815 513.96 418.9K 1,306,322
2023-08-08 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 264 500.03 132.0K 1,317,216
2023-08-07 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 642 500.91 321.6K 1,320,707
2023-08-04 Elliott Nicholas J Officer D Common Stock 0 0.00 1,551
2023-08-01 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 2,302 551.50 1.27M 1,329,337
2023-07-31 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 1,001 550.02 550.6K 1,340,519
2023-07-28 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 1,190 546.83 650.7K 1,343,401
2023-07-27 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 274 545.32 149.4K 1,348,886
2023-07-26 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 71 557.09 39.6K 1,354,117
2023-07-25 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 163 553.03 90.1K 1,361,196
2023-07-24 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 19 553.13 10.5K 1,370,280
2023-07-21 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 662 549.88 364.0K 1,377,402
2023-07-20 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 15 563.84 8.5K 1,383,823
2023-07-19 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 932 568.46 529.8K 1,398,137
2023-07-18 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 1,442 566.66 817.1K 1,408,024
2023-07-17 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 1,601 553.18 885.6K 1,417,233
2023-07-14 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 25 555.31 13.9K 1,420,312
2023-07-13 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 850 545.13 463.4K 1,429,094
2023-07-12 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 13 523.63 6.8K 1,444,080
2023-07-11 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 459 534.47 245.3K 1,444,244
2023-07-10 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner S-Sale D Common Stock 10 518.62 5.2K 1,450,747
2023-06-07 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 1,216 510.00 620.2K 6,000
2023-06-02 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 1,072 472.00 506.0K 7,216
2023-06-01 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 1,659 453.00 751.5K 8,288
2023-04-20 Rostami Andrew K Officer S-Sale D Common Stock 461 500.00 230.5K 7,115
2023-04-18 Rostami Andrew K Officer F-InKind D Common Stock 424 484.04 205.2K 7,576
2023-03-09 Rummler Wendy A Officer S-Sale D Common Stock 1,834 430.12 788.8K 0 D
2023-03-03 SMITH THOMAS W 10% Owner S-Sale D Common Stock 500 450.12 225.1K 76,050
2023-02-02 Rummler Wendy A Officer M-Exempt D Employee Stock Option (right to buy) 1,000 333.94 333.9K 17,750
2023-01-30 ULATOWSKI DANIEL A. Officer F-InKind D Common Stock 3,012 448.75 1.35M 9,947
2023-01-30 SMITH ARTHUR L Officer F-InKind D Common Stock 3,012 448.75 1.35M 6,288
2023-01-30 Rummler Wendy A Officer F-InKind D Common Stock 1,291 448.75 579.3K 1,834
2023-01-30 Martin Jay D Officer F-InKind D Common Stock 925 448.75 415.1K 4,975
2023-01-30 LUM JONATHAN Officer F-InKind D Common Stock 1,399 448.75 627.8K 8,161
2023-01-30 KERBER ERIN J Officer F-InKind D Common Stock 811 448.75 363.9K 2,745
2023-01-30 Flanagan Glenda J Director A-Award A Common Stock 300 0.00 6,101
2023-01-30 BUSK DOUGLAS W Officer F-InKind D Common Stock 2,321 448.75 1.04M 4,112
2022-12-31 SMITH THOMAS W 10% Owner I Common Stock 0 0.00 20,448
2022-12-21 SMITH THOMAS W Director S-Sale D Common Stock 2,500 451.58 1.13M 20,448
2022-12-20 SMITH THOMAS W Director S-Sale D Common Stock 1,000 441.58 441.6K 22,948
2022-12-13 SMITH THOMAS W Director S-Sale D Common Stock 1,100 474.86 522.3K 56,550
2022-12-08 SMITH THOMAS W Director S-Sale D Common Stock 600 446.55 267.9K 23,948
2022-12-07 SMITH THOMAS W Director S-Sale D Common Stock 2,400 445.94 1.07M 24,548
2022-11-16 VASSALLUZZO SCOTT J Director S-Sale D Common Stock 12,000 483.77 5.81M 45,059
2022-11-14 SMITH THOMAS W Director S-Sale D Common Stock 20,000 505.74 10.11M 587,397
2022-11-10 SMITH THOMAS W Director S-Sale D Common Stock 40,000 482.54 19.30M 607,397
2022-11-08 Prescott General Partners LLC Director S-Sale D Common Stock 1,551 446.34 692.3K 57,059
2022-11-07 Prescott General Partners LLC Director S-Sale D Common Stock 1,095 441.46 483.4K 58,610
2022-10-31 Rostami Andrew K Officer A-Award A Common Stock 4,000 0.00 8,000
2022-10-24 Valiyaveettil Ravi Mohan Officer D Common Stock 0 0.00 10,000
2022-10-06 Rummler Wendy A Officer A-Award A Employee Stock Option (right to buy) 10,000 0.00 10,000
2022-08-14 Donald A. Foss Irrevocable Trust Dated August 14, 2022 10% Owner D Common Stock 0 0.00 1,452,797
2022-05-17 SMITH THOMAS W Director S-Sale D Common Stock 6,978 604.99 4.22M 1,053,764
2022-05-17 Prescott General Partners LLC 10% Owner S-Sale D Common Stock 6,978 604.99 4.22M 1,053,764
2022-05-11 SMITH THOMAS W Director S-Sale D Common Stock 480 587.30 281.9K 60,082
2022-05-11 Prescott General Partners LLC 10% Owner S-Sale D Common Stock 356 587.30 209.1K 43,831
2022-05-06 Prescott General Partners LLC 10% Owner S-Sale D Common Stock 20,735 597.21 12.38M 1,069,997
2022-05-05 Prescott General Partners LLC Director S-Sale D Common Stock 28,897 608.37 17.58M 1,090,732
2022-05-04 BUSK DOUGLAS W Officer S-Sale D Common Stock 23 627.91 14.4K 6,433
2022-04-18 Rostami Andrew K Officer D Employee Stock Option (right to buy) 16,000 585.93 9.37M 0
2022-03-18 FOSS DONALD A Director S-Sale D Call Option (Obligation to Sell) 1 18.33 18.33 1
2022-03-16 FOSS DONALD A Director S-Sale D Call Option (Obligation to Sell) 10 18.24 182.40 10
2022-03-03 Rummler Wendy A Officer D Common Stock 0 0.00 3,125
2022-02-15 Watson Jill Foss 10% Owner X-InTheMoney D Common Stock 39,000 500.00 19.50M 251,142
2022-02-09 Watson Jill Foss 10% Owner X-InTheMoney D Common Stock 13,000 500.00 6.50M 91,927
2022-02-09 Booth Kenneth Director / Officer J-Other D Common Stock 4,000 0.00 11,012
2022-01-31 FOSS DONALD A 10% Owner D Call Option (Obligation to Sell) 4,000 510.00 2.04M 0
2022-01-28 Flanagan Glenda J Director A-Award A Common Stock 300 0.00 4,900
2021-12-21 SMITH THOMAS W 10% Owner G-Gift D Common Stock 20,000 0.00 647,397
2021-12-10 SMITH THOMAS W 10% Owner S-Sale D Common Stock 1,100 649.68 714.7K 57,650
2021-12-09 TRYFOROS THOMAS N Director S-Sale D Common Stock 2,254 660.28 1.49M 87,570
2021-12-08 TRYFOROS THOMAS N Director S-Sale D Common Stock 200 661.63 132.3K 89,824
2021-12-07 TRYFOROS THOMAS N Director S-Sale D Common Stock 134 663.10 88.9K 92,470
2021-12-02 SMITH THOMAS W 10% Owner S-Sale D Common Stock 7,000 648.50 4.54M 6,948
2021-11-11 SMITH THOMAS W 10% Owner S-Sale D Common Stock 1,000 672.51 672.5K 667,397
2021-11-10 SMITH THOMAS W 10% Owner S-Sale D Common Stock 2,000 653.13 1.31M 668,397
2021-11-10 SMITH ARTHUR L Officer S-Sale D Common Stock 100 656.21 65.6K 9,970
2021-11-08 TRYFOROS THOMAS N Director S-Sale D Common Stock 81 655.11 53.1K 103,191
2021-11-05 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 1,000 701.91 701.9K 12,959
2021-11-05 TRYFOROS THOMAS N Director S-Sale D Common Stock 330 695.01 229.4K 103,470
2021-11-05 Booth Kenneth Director / Officer S-Sale D Common Stock 2,000 700.00 1.40M 15,012
2021-11-04 ULATOWSKI DANIEL A. Officer S-Sale D Common Stock 1,000 691.00 691.0K 13,959
2021-11-04 FOSS DONALD A 10% Owner S-Sale D Common Stock 2,000 691.76 1.38M 1,447,797
2021-11-03 LUM JONATHAN Officer S-Sale D Common Stock 100 670.00 67.0K 11,163
2021-11-03 FOSS DONALD A 10% Owner S-Sale D Common Stock 6,000 675.72 4.05M 1,472,797
2021-11-03 Booth Kenneth Director / Officer S-Sale D Common Stock 3,500 668.00 2.34M 17,012
2021-11-03 BUSK DOUGLAS W Officer S-Sale D Common Stock 1,253 661.14 828.4K 6,566
2021-11-02 FOSS DONALD A 10% Owner S-Sale D Common Stock 2,000 670.94 1.34M 1,484,797

Executive team

Top executives
EBIT / Employee
448.8K
Shares Outstanding
10.42M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Vinayak R. Hegde Chief Executive Officer and President 147.7K 500.0K 61.63M 286.4K 62.57M 98.51%
2 2025 Kenneth S. Booth Former Chief Executive Officer and President 1.02M 26.38M 17.5K 27.42M 96.22%
3 2025 Douglas W. Busk Former Chief Treasury Officer 514.2K 746.7K 2.15M 18.5K 3.43M 62.73%
4 2025 Ravi Mohan Chief Technology Officer 733.6K 1.00M 18.3K 1.75M 0.00%
5 2025 Daniel A. Ulatowski Former Chief Sales Officer 762.3K 18.5K 780.9K 0.00%
6 2025 Arthur L. Smith Former Chief Analytics Officer 762.3K 18.4K 780.7K 0.00%
7 2025 Jay D. Martin Chief Financial Officer 605.1K 18.3K 623.5K 0.00%
8 2024 Daniel A. Ulatowski Former Chief Sales Officer 700.0K 13.63M 18.2K 14.35M 95.00%
9 2024 Arthur L. Smith Former Chief Analytics Officer 700.0K 13.63M 18.2K 14.35M 95.00%
10 2024 Daniel A. Ulatowski Chief Sales Officer 13.63M 13.63M 100.00%
11 2024 Arthur L. Smith Chief Analytics Officer 13.63M 13.63M 100.00%
12 2024 Jay D. Martin Chief Financial Officer 515.4K 11.21M 18.2K 11.74M 95.46%
13 2024 Jonathan L. Lum Chief Operating Officer 11.51M 11.51M 100.00%
14 2024 Kenneth S. Booth Former Chief Executive Officer and President 1.00M 18.6K 1.02M 0.00%
15 2024 Douglas W. Busk Former Chief Treasury Officer 640.0K 18.4K 658.4K 0.00%
16 2023 Kenneth S. Booth Former Chief Executive Officer and President 1.00M 16.5K 1.02M 0.00%
17 2023 Kenneth S. Booth Chief Executive Officer and President 1.00M 16.5K 1.02M 0.00%
18 2023 Arthur L. Smith Former Chief Analytics Officer 700.0K 17.8K 717.8K 0.00%
19 2023 Arthur L. Smith Chief Analytics Officer 700.0K 17.8K 717.8K 0.00%
20 2023 Daniel A. Ulatowski Chief Sales Officer 700.0K 17.8K 717.8K 0.00%
21 2023 Daniel A. Ulatowski Former Chief Sales Officer 700.0K 17.8K 717.8K 0.00%
22 2023 Douglas W. Busk Former Chief Treasury Officer 640.0K 17.8K 657.8K 0.00%
23 2022 Andrew K. Rostami Chief Marketing and Product Officer 403.8K 4.23M 3.20M 16.8K 7.85M 94.64%
24 2022 Ravi Mohan Chief Technology Officer 4.24M 4.24M 100.00%
25 2022 Kenneth S. Booth Chief Executive Officer and President 1.00M 15.3K 1.02M 0.00%
26 2022 Arthur L. Smith Chief Analytics Officer 700.0K 17.7K 717.7K 0.00%
27 2022 Daniel A. Ulatowski Chief Sales Officer 700.0K 17.7K 717.7K 0.00%
28 2022 Douglas W. Busk Chief Treasury Officer 640.0K 17.7K 657.7K 0.00%
29 2021 Kenneth S. Booth Chief Executive Officer and President 888.2K 29.62M 14.5K 30.53M 97.04%
30 2021 Kenneth S. Booth Chief Executive Officer and President; Former Chief Financial Officer 29.62M 29.62M 100.00%
31 2021 Daniel A. Ulatowski Chief Sales Officer 689.3K 9.59M 21.4K 10.31M 93.10%
32 2021 Arthur L. Smith Chief Analytics Officer 689.3K 9.59M 21.4K 10.31M 93.10%
33 2021 Charles A. Pearce Former Chief Legal Officer and Corporate Secretary 9.59M 9.59M 100.00%
34 2021 Douglas W. Busk Chief Treasury Officer 630.1K 8.83M 21.4K 9.48M 93.13%
35 2020 Kenneth S. Booth Chief Executive Officer and President 572.1K 1.31M 16.4K 1.90M 0.00%
36 2020 Kenneth S. Booth Chief Executive Officer and President; Former Chief Financial Officer 572.1K 1.31M 16.4K 1.90M 0.00%
37 2020 Charles A. Pearce Former Chief Legal Officer and Corporate Secretary 572.1K 1.31M 16.4K 1.90M 0.00%
38 2020 Arthur L. Smith Chief Analytics Officer 572.1K 1.31M 16.4K 1.90M 0.00%
39 2020 Daniel A. Ulatowski Chief Sales Officer 572.1K 1.31M 16.4K 1.90M 0.00%
40 2020 Brett A. Roberts Former Chief Executive Officer and President 1.03M 14.3K 1.04M 0.00%
41 2019 Kenneth S. Booth Chief Executive Officer and President; Former Chief Financial Officer 555.5K 2.34M 19.3K 2.92M 0.00%
42 2019 Arthur L. Smith Chief Analytics Officer 555.5K 2.34M 19.1K 2.92M 0.00%
43 2019 Daniel A. Ulatowski Chief Sales Officer 555.5K 2.34M 19.1K 2.92M 0.00%
44 2019 Charles A. Pearce Former Chief Legal Officer and Corporate Secretary 555.5K 2.34M 19.1K 2.92M 0.00%
45 2019 Charles A. Pearce Chief Legal Officer and Corporate Secretary 555.5K 2.34M 19.1K 2.92M 0.00%
46 2019 Brett A. Roberts Former Chief Executive Officer and President 1.03M 14.0K 1.04M 0.00%
47 2018 Daniel A. Ulatowski Chief Sales Officer 539.2K 662.9K 15.8K 1.22M 0.00%
48 2018 Arthur L. Smith Chief Analytics Officer 539.2K 662.9K 15.8K 1.22M 0.00%
49 2018 Charles A. Pearce Chief Legal Officer and Corporate Secretary 539.2K 662.9K 15.8K 1.22M 0.00%
50 2018 Kenneth S. Booth Chief Executive Officer and President; Former Chief Financial Officer 539.2K 662.9K 15.8K 1.22M 0.00%
51 2018 Kenneth S. Booth Chief Financial Officer 539.2K 662.9K 15.8K 1.22M 0.00%
52 2018 Brett A. Roberts Former Chief Executive Officer and President 1.03M 11.1K 1.04M 0.00%
53 2018 Brett A. Roberts Chief Executive Officer 1.03M 11.1K 1.04M 0.00%
54 2017 Arthur L. Smith Chief Analytics Officer 523.3K 1.51M 192.5K 13.1K 2.24M 67.40%
55 2017 Kenneth S. Booth Chief Financial Officer 523.3K 1.51M 192.5K 11.6K 2.23M 67.45%
56 2017 Charles A. Pearce Chief Legal Officer and Corporate Secretary 523.3K 1.51M 192.5K 11.6K 2.23M 67.45%
57 2017 Daniel A. Ulatowski Chief Sales Officer 523.3K 1.51M 192.5K 11.6K 2.23M 67.45%
58 2017 Steven M. Jones President 2.06M 2.06M 100.00%
59 2017 Brett A. Roberts Chief Executive Officer 1.03M 10.8K 1.04M 0.00%
60 2016 Steven M. Jones President 705.5K 766.6K 11.7K 1.48M 0.00%
61 2016 Daniel A. Ulatowski Chief Sales Officer 507.9K 552.0K 11.7K 1.07M 0.00%
62 2016 Charles A. Pearce Chief Legal Officer and Corporate Secretary 507.9K 552.0K 11.7K 1.07M 0.00%
63 2016 Kenneth S. Booth Chief Financial Officer 507.9K 552.0K 11.7K 1.07M 0.00%
64 2016 Arthur L. Smith Chief Analytics Officer 507.9K 552.0K 11.7K 1.07M 0.00%
65 2016 Brett A. Roberts Chief Executive Officer 1.03M 8.1K 1.03M 0.00%
66 2015 Steven M. Jones President 671.9K 783.6K 11.8K 1.47M 0.00%
67 2015 Daniel A. Ulatowski Chief Sales Officer 483.8K 564.2K 11.8K 1.06M 0.00%
68 2015 Charles A. Pearce Chief Legal Officer and Corporate Secretary 483.8K 564.2K 11.8K 1.06M 0.00%
69 2015 Arthur L. Smith Chief Analytics Officer 483.8K 564.2K 11.8K 1.06M 0.00%
70 2015 Kenneth S. Booth Chief Financial Officer 483.8K 564.2K 11.8K 1.06M 0.00%
71 2015 Brett A. Roberts Chief Executive Officer 1.03M 8.1K 1.03M 0.00%
72 2014 Steven M. Jones President 625.0K 1.08M 249.5K 9.6K 1.97M 55.02%
73 2014 Steven M. Jones President 625.0K 1.08M 249.5K 9.6K 1.97M 55.02%
74 2014 Kenneth S. Booth Chief Financial Officer 450.0K 772.4K 179.7K 9.7K 1.41M 54.71%
75 2014 Kenneth S. Booth Chief Financial Officer 450.0K 772.4K 179.7K 9.7K 1.41M 54.71%
76 2014 Arthur L. Smith Chief Analytics Officer 450.0K 772.4K 179.7K 9.7K 1.41M 54.71%
77 2014 Daniel A. Ulatowski Chief Sales Officer 450.0K 772.4K 179.7K 9.7K 1.41M 54.71%
78 2014 Daniel A. Ulatowski (d) Chief Sales Officer 450.0K 772.4K 179.7K 9.7K 1.41M 54.71%
79 2014 Arthur L. Smith (d) Chief Analytics Officer 450.0K 772.4K 179.7K 9.7K 1.41M 54.71%
80 2014 Charles A. Pearce Chief Legal Officer and Corporate Secretary 450.0K 772.4K 179.7K 8.2K 1.41M 54.77%
81 2014 Charles A. Pearce Chief Legal Officer and Corporate Secretary 450.0K 772.4K 179.7K 8.2K 1.41M 54.77%
82 2014 Brett A. Roberts Chief Executive Officer 1.03M 7.8K 1.03M 0.00%
83 2014 Brett A. Roberts Chief Executive Officer 1.03M 7.8K 1.03M 0.00%
84 2013 Brett A. Roberts Chief Executive Officer 1.03M 7.7K 1.03M 0.00%
85 2013 Brett A. Roberts Chief Executive Officer 1.03M 7.7K 1.03M 0.00%
86 2013 John P. Neary Chief Administrative Officer 500.0K 187.5K 7.6K 695.1K 0.00%
87 2013 Steven M. Jones President 625.0K 8.8K 633.8K 0.00%
88 2013 Steven M. Jones President 625.0K 8.8K 633.8K 0.00%
89 2013 Kenneth S. Booth Chief Financial Officer 414.8K 155.5K 10.1K 580.5K 0.00%
90 2013 Kenneth S. Booth Chief Financial Officer 414.8K 155.5K 10.1K 580.5K 0.00%
91 2013 Charles A. Pearce (d) Chief Legal Officer and 380.0K 142.5K 8.7K 531.2K 0.00%
92 2013 Charles A. Pearce Chief Legal Officer and Corporate Secretary 380.0K 142.5K 8.7K 531.2K 0.00%
93 2013 Charles A. Pearce Chief Legal Officer and Corporate Secretary 380.0K 142.5K 8.7K 531.2K 0.00%
94 2012 Brett A. Roberts Chief Executive Officer 1.03M 53.25M 7.5K 54.28M 98.10%
95 2012 John P. Neary Chief Administrative Officer 413.9K 248.3K 7.9K 670.1K 0.00%
96 2012 Steven M. Jones President 607.8K 7.4K 615.1K 0.00%
97 2012 Kenneth S. Booth Chief Financial Officer 395.0K 158.0K 10.4K 563.5K 0.00%
98 2012 Charles A. Pearce (d) 324.9K 162.4K 10.4K 497.7K 0.00%
99 2012 Charles A. Pearce Chief Legal Officer and Corporate Secretary 324.9K 162.4K 10.4K 497.7K 0.00%
100 2012 Charles A. Pearce (d) Chief Legal Officer and 324.9K 162.4K 10.4K 497.7K 0.00%
101 2011 Brett A. Roberts Chief Executive Officer 800.0K 175.0K 7.4K 982.4K 0.00%
102 2011 John P. Neary Chief Administrative Officer 376.3K 225.8K 10.0K 612.0K 0.00%
103 2011 John P. Neary (d) Chief Administrative Officer 376.3K 225.8K 10.0K 612.0K 0.00%
104 2011 Steven M. Jones President 578.8K 6.0K 584.8K 0.00%
105 2011 Kenneth S. Booth Chief Financial Officer 376.2K 150.5K 12.5K 539.2K 0.00%
106 2011 Donald A. Foss Chairman of the Board 475.0K 3.7K 478.7K 0.00%
107 2010 Brett A. Roberts Chief Executive Officer 800.0K 7.4K 807.4K 0.00%
108 2010 Steven M. Jones President 551.3K 4.9K 556.2K 0.00%
109 2010 John P. Neary (d) Chief Administrative Officer 350.0K 175.0K 10.7K 535.7K 0.00%
110 2010 John P. Neary (d) Chief Administrative Officer 350.0K 175.0K 10.7K 535.7K 0.00%
111 2010 Kenneth S. Booth Chief Financial Officer 358.3K 143.3K 13.1K 514.8K 0.00%
112 2010 Donald A. Foss Chairman of the Board 475.0K 3.7K 478.7K 0.00%
113 2009 Steven M. Jones President 525.0K 1.57M 2.09M 74.91%
114 2009 Brett A. Roberts Chief Executive Officer 800.0K 5.4K 805.4K 0.00%
115 2009 Kenneth S. Booth Chief Financial Officer 341.3K 103.8K 136.5K 11.4K 593.0K 17.50%
116 2009 Michael P. Miotto Chief Information Officer 315.0K 572.2K 0.00%
117 2009 Donald A. Foss Chairman of the Board 475.0K 2.5K 477.5K 0.00%
118 2008 Steven M. Jones President 500.0K 1.79M 578.3K 2.87M 62.45%
119 2008 Michael P. Miotto Chief Information Officer 300.0K 856.6K 0.00%
120 2008 Brett A. Roberts Chief Executive Officer 800.0K 800.0K 0.00%
121 2008 Kenneth S. Booth Chief Financial Officer 325.0K 326.4K 130.0K 2.7K 784.1K 41.63%
122 2008 Donald A. Foss Chairman of the Board 475.0K 1.3K 476.3K 0.00%
123 2007 Brett A. Roberts(e) Chief Executive Officer 764.6K 3.73M 4.49M 82.97%
124 2007 Brett A. Roberts Chief Executive Officer 764.6K 3.73M 4.49M 82.97%
125 2007 Steven M. Jones President 482.7K 97.8K 580.5K 16.85%
126 2007 Donald A. Foss Chairman of the Board 475.0K 1.3K 476.3K 0.00%
127 2007 Michael W. Knoblauch Senior Vice President — Loan Servicing 391.9K 80.7K 1.3K 473.9K 17.04%
128 2007 Kenneth S. Booth Chief Financial Officer 318.1K 89.7K 48.8K 1.3K 457.7K 19.59%
129 2007 Michael P. Miotto Chief Information Officer 250.0K 16.3K 62.5K 1.3K 330.0K 4.93%
130 2006 Brett A. Roberts(e) Chief Executive Officer 400.0K 520.2K 319.7K 1.24M 41.95%
131 2006 Brett A. Roberts(e) Chief Executive Officer 400.0K 1.24M 0.00%
132 2006 Brett A. Roberts Chief Executive Officer 400.0K 520.2K 319.7K 1.24M 41.95%
133 2006 Steven M. Jones President 279.7K 67.8K 134.7K 485.0K 13.97%
134 2006 Steven M. Jones President 278.5K 483.8K 0.00%
135 2006 Donald A. Foss Chairman of the Board 475.0K 476.3K 0.00%
136 2006 Donald A. Foss Chairman of the Board 475.0K 1.3K 476.3K 0.00%
137 2006 Michael W. Knoblauch Senior Vice President — Loan Servicing 297.6K 5.3K 159.9K 1.3K 464.0K 1.15%
138 2006 Michael W. Knoblauch Senior Vice President — Loan Servicing 297.1K 463.6K 0.00%
139 2006 Kenneth S. Booth Chief Financial Officer 236.2K 31.6K 70.7K 1.3K 339.7K 9.29%
140 2006 Kenneth S. Booth Chief Financial Officer 235.4K 338.9K 0.00%
141 2006 Michael P. Miotto Chief Information Officer 19.2K 1.7K 20.9K 7.94%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2025-04-24 DEFA14A
2025-04-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-05-05 10-Q
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-22 4
2026-04-22 4
2026-04-22 4
2026-04-21 4
2026-04-21 4

Executive team

NameTitleCompensationGender
Ravi Mohan Chief Technology Officer 2M male
Douglas W. Busk Chief Treasury Officer 1M male
Kenneth S. Booth Executive Director 1M male
Vinayak R. Chief Executive Officer, President & Director 934.0K male
Daniel A. Ulatowski Advisor 780.7K male
Arthur L. Smith Advisor 780.7K male
Jay D. Martin Chief Financial Officer 623.5K male
Andrew Rostami Chief Marketing & Product Officer 617.9K male
Jonathan L. Lum Chief Operating Officer 578.2K male
Wendy A. Rummler Chief People Officer 427.3K female
Jay Brinkley Senior Vice President & Treasurer
Erin J. Kerber Chief Legal Officer, Chief Compliance Officer & Secretary female
ESG Rating
C+
FINANCIAL - CREDIT SERVICES
2018
E (Environmental)
61.3 / 60.0
Company / Sector avg.
S (Social)
63.9 / 63.1
Company / Sector avg.
G (Governance)
71.2 / 59.1
Company / Sector avg.
ESG Total
65.5 / 60.7
Company / Sector avg.
ESG Score History FINANCIAL - CREDIT SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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 history

Earnings history

Earnings reports

Stock splits