Caterpillar Inc. (CAT)

USD943.88 +12.41 (+1.33%)

US NYSE DJIA S&P 500 Industrials Agricultural - Machinery

Address 5205 N. O'Connor Boulevard Suite 100 75039
Irving, TX, US

CEO Joseph E. Creed

Website caterpillar.com

IPO 1929-12-02

CIK 18230 ISIN US1491231015

Explore sections of this company profile

Section

Also trades on Deutsche Börse · CAT1.DE (EUR) Euronext Paris · CATR.PA (EUR) New York Stock Exchange · CAT (USD) Swiss Exchange · CAT.SW (CHF)

Description

Caterpillar Inc., a global enterprise founded in 1925 and headquartered in Deerfield, Illinois (having previously operated as Caterpillar Tractor Co. until its rebranding in 1986), is a premier manufacturer and vendor of heavy construction and mining equipment, diesel and natural gas power units, and industrial gas turbines across the world. The company's extensive offerings are organized into several operational divisions: Construction Industries: This segment delivers a broad spectrum of machinery for construction projects, including asphalt pavers, versatile backhoe and skid steer loaders, various sizes of excavators (from compact to heavy-duty), compactors, road-building equipment like cold planers and motorgraders, pipelayers, site preparation tractors, telehandlers, and utility vehicles, alongside a range of wheel loaders and track-type equipment. Resource Industries: Dedicated to the mining sector, this division supplies powerful equipment such as electric rope and hydraulic shovels, draglines, rotary drills, specialized hard rock vehicles, and a diverse fleet of mining, off-highway, and articulated trucks. It also offers longwall miners, wheel dozers, fleet management systems, autonomous vehicle solutions, crucial machinery components, selected work tools, and comprehensive safety and performance solutions for mining operations. Energy & Transportation: This segment focuses on power generation and propulsion systems. It provides reciprocating engines, generator sets, integrated power solutions, industrial turbines and associated services, remanufactured engines and parts, centrifugal gas compressors, and diesel-electric locomotives with related components and services. These products serve critical sectors including marine, oil and gas, industrial applications, and electric power generation. Financial Products: This segment supports customers with a variety of financial services, such as operating and finance leases, installment sale agreements, working capital loans, and wholesale financing schemes. It also offers insurance and risk management products tailored for vehicles, power generation facilities, and marine vessels. All Other: This encompassing segment is responsible for manufacturing essential consumables and components like filters, fluids, undercarriage parts, and ground engaging tools.

News Sentiment (7d)

3 articles

Can CAT's Construction Industries Segment Deliver Sustained Growth? Zacks Investment Research
Caterpillar Inc (CAT) Shares Surge 1.5% -- What GF Score of 81 Tells Investors GuruFocus
Caterpillar vs. Oshkosh: Which Industrials Stock Is a Better Buy in 2026? The Motley Fool

Market Cap & Enterprise Value

Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

Index	Added	Removed	Status
DJIA	1994-01-01	—	Active
S&P 500	1957-03-04	—	Active

Technical Outlook

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Signal Summary Loading…

Indicator	1D	1W	2W	3W	1M

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)

From To

Indicative levels generated algorithmically. Not financial advice.

Risk Profile

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Price Chart

From To

Averages

Trend

Price

Levels

Draw

USD943.88 +12.41 (+1.33%)

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Volume Profile

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Liquidity & share structure

Average Volume

Beta

1.60

Float Shares

464.29M

Free Float %

99.8%

Price Performance

1D	5D	1M	3M	6M	YTD	1Y	3Y	5Y	10Y	Max
+3.27%	-0.34%	+17.22%	+22.22%	+61.74%	+61.78%	+170.56%	+342.30%	+290.52%	+1,192.59%	+57,824.38%

Rolling Volatility

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Drawdown

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Relative Strength

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Monthly Returns Heatmap

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Annual Monthly Returns

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Daily Returns Distribution

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vs.

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Revenue flow

Revenue by geography

Revenue by segment

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Revenue composition

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By product

By geography

Financial Statements

Compare

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (53 ratings, all time) Buy

Price Targets & DCF

Current price

943.88

Low 658.00 -30.3%

Consensus 867.33 -8.1%

Median 825.00 -12.6%

High 1,165.00 +23.4%

DCF (Unlevered) 196.07 -79.2%

DCF (Levered) 214.37 -77.3%

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) 54% Bullish

Rating	2026-05	Change
Strong Buy	1	0
Buy	14	0
Hold	11	-1
Sell	2	-1
Strong Sell	0	0

Price Target Summary

Period	# Analysts	Avg Target
Last Month	10	916.10 -2.9%
Last Quarter	13	887.69 -6.0%
Last Year	47	680.94 -27.9%
All Time	98	470.20 -50.2%

Quality scores

Altman Z-Score

5.57

Safe zone

Piotroski F-Score

8 / 9

Strong

MOAT Score

7 / 10

Strong MOAT

Composite Rating

Overall Score

3 / 5

Medium

DCF Score

3 / 5

Medium

ROE Score

5 / 5

High

ROA Score

5 / 5

High

D/E Score

1 / 5

Low

P/E Score

2 / 5

Medium

P/Book Score

1 / 5

Low

Operational MOAT

✗ Below peers

✗
Revenue growth Agricultural - Machinery: +5.1%

+4.3% Q1'26: +22.2% (vs Q1'25)
✗
EPS growth Agricultural - Machinery: +10.7%

-14.6% Q1'26: +30.2% (vs Q1'25)
✓
FCF margin FCF growth · Agricultural - Machinery: +31.2%

+13.7% Q1'26: +8.9% (vs Q1'25)
✗
EBIT margin Agricultural - Machinery: +9.5%

+18.6% ★ Q1'26: +17.7% (vs Q1'25)
✓
ROIC Agricultural - Machinery: +7.1%

+17.5% ★ Q1'26: +16.9% (vs Q1'25)
✓
Share dilution Agricultural - Machinery: +0.0%

-4.2% ★ Q1'26: -2.4% (vs Q1'25)
✗
Debt / EBITDA Net debt/EBITDA · Agricultural - Machinery: 0.00×

2.92× Q1'26: 2.93× (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 (%)

Terminal g (%)

▶ WACC components (optional)

Risk-free rate (%)

Market risk premium (%)

Ke (Cost of Equity) = Rf + β (1.63) × ERP

WACC = 91% × Ke + 9% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions

Revenue growth (%)

EBIT margin (%)

CapEx / Revenue (%)

Tax rate (%)

—

Intrinsic value (base): 196.07 Current price: 943.88

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 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 13 Rev. Ana. 17 EPS Ana.	Dec 2027 15 Rev. Ana. 18 EPS Ana.	Dec 2028 8 Rev. Ana. 8 EPS Ana.	Dec 2029 7 Rev. Ana. 6 EPS Ana.
Revenue	42.59B est: 38.87B (+9.6%)	60.14B est: 52.61B (+14.3%)	65.88B est: 64.72B (+1.8%)	55.66B est: 58.29B (-4.5%)	55.18B est: 49.99B (+10.4%)	47.01B est: 47.38B (-0.8%)	38.54B est: 38.83B (-0.8%)	45.46B est: 44.51B (+2.1%)	54.72B est: 54.74B (0.0%)	53.80B est: 53.89B (-0.2%)	41.75B est: 41.74B (+0.0%)	50.97B est: 49.85B (+2.2%)	59.43B est: 57.91B (+2.6%)	67.06B est: 66.37B (+1.0%)	64.81B est: 65.31B (-0.8%)	67.59B est: 66.37B (+1.8%)	75.97B 72.72B – 77.83B +14.5% YoY	83.41B 78.88B – 87.18B +9.8% YoY	91.58B 89.79B – 93.37B +9.8% YoY	89.71B 84.94B – 94.05B -2.0% YoY
EBITDA	6.39B est: 6.46B (-1.1%)	9.65B est: 8.49B (+13.6%)	11.52B est: 10.81B (+6.5%)	8.68B est: 8.84B (-1.9%)	6.80B est: 7.42B (-8.4%)	6.99B est: 5.48B (+27.6%)	3.68B est: 3.43B (+7.2%)	7.49B est: 5.30B (+41.4%)	10.99B est: 10.12B (+8.7%)	10.81B est: 11.00B (-1.7%)	6.94B est: 5.42B (+28.0%)	11.04B est: 8.52B (+29.6%)	11.41B est: 10.06B (+13.5%)	15.71B est: 16.59B (-5.3%)	16.04B est: 16.33B (-1.8%)	14.86B est: 16.59B (-10.5%)	18.99B 18.18B – 19.46B +14.5% YoY	20.85B 19.72B – 21.79B +9.8% YoY	22.89B 22.45B – 23.34B +9.8% YoY	22.43B 21.24B – 23.51B -2.0% YoY
EBIT	4.09B est: 3.50B (+17.1%)	7.12B est: 5.87B (+21.3%)	8.70B est: 8.11B (+7.3%)	5.59B est: 5.77B (-3.1%)	3.64B est: 4.51B (-19.5%)	3.95B est: 2.71B (+45.4%)	644.00M est: 667.06M (-3.5%)	4.61B est: 3.07B (+50.4%)	8.23B est: 7.69B (+7.0%)	8.23B est: 8.39B (-1.8%)	4.51B est: 3.54B (+27.3%)	8.69B est: 5.28B (+64.5%)	9.20B est: 6.37B (+44.3%)	13.56B est: 15.29B (-11.3%)	13.89B est: 15.05B (-7.7%)	12.59B est: 15.29B (-17.7%)	17.51B 16.76B – 17.93B +14.5% YoY	19.22B 18.18B – 20.09B +9.8% YoY	21.10B 20.69B – 21.51B +9.8% YoY	20.67B 19.57B – 21.67B -2.0% YoY
Net Income	2.70B est: 2.35B (+14.7%)	4.93B est: 3.99B (+23.7%)	5.68B est: 5.37B (+5.7%)	3.79B est: 3.87B (-2.1%)	2.45B est: 3.14B (-21.8%)	2.51B est: 1.70B (+47.5%)	-67.00M est: 130.61M (-151.3%)	754.00M est: 312.77M (+141.1%)	6.15B est: 5.61B (+9.7%)	6.09B est: 6.18B (-1.5%)	3.00B est: 2.42B (+23.9%)	6.49B est: 5.00B (+29.7%)	6.71B est: 6.08B (+10.3%)	10.34B est: 10.32B (+0.2%)	10.79B est: 10.14B (+6.5%)	8.87B est: 8.83B (+0.5%)	11.03B 10.22B – 12.71B +24.9% YoY	13.13B 11.58B – 16.22B +19.1% YoY	15.89B 12.74B – 19.45B +21.0% YoY	18.00B 16.76B – 19.13B +13.3% YoY
SGA	4.25B est: 3.83B (+10.8%)	5.20B est: 4.33B (+20.1%)	5.92B est: 5.79B (+2.3%)	5.55B est: 5.68B (-2.3%)	6.53B est: 4.96B (+31.5%)	4.95B est: 4.66B (+6.3%)	4.38B est: 4.05B (+8.2%)	5.00B est: 3.76B (+33.1%)	5.48B est: 5.15B (+6.4%)	5.16B est: 5.20B (-0.8%)	4.64B est: 3.43B (+35.2%)	5.37B est: 4.16B (+29.0%)	5.65B est: 4.98B (+13.5%)	6.37B est: 6.66B (-4.3%)	6.67B est: 6.55B (+1.8%)	6.99B est: 6.66B (+4.9%)	7.62B 7.29B – 7.81B +14.5% YoY	8.37B 7.91B – 8.75B +9.8% YoY	9.19B 9.01B – 9.37B +9.8% YoY	9.00B 8.52B – 9.43B -2.0% YoY
EPS	4.28 est: 3.16 (+35.4%)	7.64 est: 5.35 (+42.8%)	8.71 est: 8.01 (+8.7%)	5.87 est: 6.29 (-6.7%)	5.99 est: 4.97 (+20.5%)	4.23 est: 4.58 (-7.6%)	-0.11 est: 3.26 (-103.4%)	1.27 est: 6.45 (-80.3%)	10.39 est: 11.63 (-10.7%)	10.85 est: 10.90 (-0.5%)	5.51 est: 5.44 (+1.2%)	11.93 est: 10.39 (+14.8%)	12.73 est: 13.95 (-8.7%)	20.24 est: 22.07 (-8.3%)	22.17 est: 21.78 (+1.8%)	18.90 est: 18.67 (+1.2%)	24.26 21.78 – 27.10 +30.0% YoY	29.27 24.69 – 34.58 +20.7% YoY	35.14 27.17 – 41.46 +20.0% YoY	38.38 35.73 – 40.79 +9.2% YoY

Historical Ratings (3M)

Date	Rating	Overall	DCF	ROE	ROA	D/E	P/E	P/B
2026-05-11	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-05-08	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-05-07	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-05-06	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-05-05	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-05-04	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-05-01	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-30	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-29	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-28	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-27	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-24	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-23	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-22	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-21	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-20	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-17	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-16	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5
2026-04-15	B	3/5	3/5	5/5	5/5	1/5	2/5	1/5

Owner Earnings

Owner's Earnings (history) From To

Owner alignment

Owner's Earnings TTM

13.13B

OE per share TTM

27.95

Owner's Yield

3.06%

Maintenance CapEx ratio

15.09%

Maint CapEx / Avg PPE

22.3%

Ownership Overview

Ownership breakdown

At a glance

Institutional holders

1,476

Total invested

12.28B

Insider transactions (90d)

Beneficial owners (>5%)

#	Reporting person ⇅	Amount owned ⇅	% of class ⇅	Sole voting ⇅	Shared voting ⇅	Sole dispositive ⇅	Shared dispositive ⇅	Type	Citizenship	Filing date ⇅	SEC filing
1	04-2546637	85.99M	13.80%	—	43.55M	—	85.99M	HC	MASSACHUSETTS	2009-08-10	↗
2	State Street Bank and Trust Company, Acting in	83.91M	13.50%	—	41.46M	—	83.91M	BK	MASSACHUSETTS	2009-08-10	↗
3	STATE STREET BANK AND TRUST COMPANY, ACTING IN VARIOUS CAPACITIES*	58.22M	9.20%	—	11.14M	—	58.22M	IN	MASSACHUSETTS	2011-02-11	↗
4	The Vanguard Group - 23-1945930	47.56M	8.79%	—	915.9K	45.27M	2.29M	IA	—	2022-02-09	↗
5	ACTING IN VARIOUS CAPACITIES	46.15M	7.30%	—	11.15M	—	46.15M	BK	BOSTON, MASSACHUSETTS	2014-02-03	↗
6	STATE STREET BANK AND TRUST COMPANY ACTING IN VARIOUS CAPACITIES	42.73M	7.30%	—	21.44M	—	42.73M	BK	MASSACHUSETTS	2017-02-14	↗
7	STATE STREET CORPORATION	41.04M	7.59%	—	20.24M	—	40.98M	HC	BOSTON, MASSACHUSETTS	2022-02-11	↗
8	State Street Global Advisors Trust Company	37.57M	6.40%	—	13.42M	—	37.57M	IA	BOSTON, MASSACHUSETTS	2019-02-13	↗
9	(1) BlackRock, Inc.	36.50M	6.70%	31.20M	—	36.50M	—	HC	Delaware	2022-02-01	↗
10	BlackRock for purposes of Schedule 13G filings.	32.74M	5.26%	32.74M	—	32.74M	—	HC	Delaware	2010-01-29	↗
11	#13-5674085	20.66M	5.80%	—	20.66M	—	20.66M	BD, CO	DELAWARE	2000-01-14	↗
12	Abigail P. Johnson	18.32M	5.33%	—	—	18.32M	—	IN	United States of America	2001-02-13	↗
13	Edward C. Johnson 3d	18.32M	5.33%	—	—	18.32M	—	IN	United States of America	2001-02-13	↗
14	FMR Corp.	18.32M	5.33%	3.70M	—	18.32M	—	HC	Commonwealth of Massachusetts	2001-02-13	↗
15	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	8.33M	2.40%	—	8.33M	—	8.33M	BD, CO	DELAWARE	2001-01-23	↗
16	95-1411037	13.00	5.60%	29.28M	—	29.38M	—	IA	Delaware	2023-02-13	↗

Institutional Activity (13F)

Institutional ownership trend From To

13F snapshot — 2026 Q1

Investors holding

1,476

-2,135 vs prev Q

New positions

133

Closed positions

2,170

Increased

620

Reduced

624

Put/Call ratio

5.96

Calls held

2.5K

Puts held

14.9K

Top institutional holders

#	Investor ⇅	Shares / Δ ⇅	Mkt value / Δ ⇅	Own% / Δ ⇅	Weight% / Δ ⇅	Avg px / Perf. ⇅	Hold / Status ⇅
1	VANGUARD GROUP INC	46.39M +442.2K (+1.0%)	26.57B +4.7B (+21.2%)	9.94% +0.162 pp	0.39% +0.057 pp	USD133.55 +329.0%	84 qtrs —
2	BLACKROCK, INC.	36.21M +1.9M (+5.6%)	20.74B +4.4B (+26.8%)	7.76% +0.463 pp	0.35% +0.064 pp	USD401.78 +42.6%	6 qtrs —
3	STATE STREET CORP	35.39M +385.2K (+1.1%)	20.27B +3.6B (+21.4%)	7.59% +0.134 pp	0.68% +0.101 pp	USD92.38 +520.1%	51 qtrs —
4	STATE FARM MUTUAL AUTOMOBILE INSURANCE CO	17.43M -87.2K (-0.5%)	9.99B +1.6B (+19.5%)	3.74% +0.007 pp	7.84% +0.874 pp	USD26.05 +2,099.1%	108 qtrs —
5	GEODE CAPITAL MANAGEMENT, LLC	10.61M +94.5K (+0.9%)	6.07B +1.1B (+21.2%)	2.27% +0.036 pp	0.37% +0.055 pp	USD144.98 +295.1%	78 qtrs —
6	FISHER ASSET MANAGEMENT, LLC	9.49M +54.1K (+0.6%)	5.44B +934.5M (+20.7%)	2.04% +0.025 pp	1.86% +0.226 pp	USD185.86 +208.2%	57 qtrs —
7	MORGAN STANLEY	7.08M -162.2K (-2.2%)	4.05B +599.8M (+17.4%)	1.52% -0.024 pp	0.24% +0.033 pp	USD179.74 +218.7%	51 qtrs —
8	BANK OF AMERICA CORP /DE/	6.74M +890.7K (+15.2%)	3.86B +1.1B (+38.3%)	1.44% +0.200 pp	0.28% +0.092 pp	USD313.99 +82.4%	52 qtrs —
9	BILL & MELINDA GATES FOUNDATION TRUST	6.35M +— (+0.0%)	3.64B +608.2M (+20.1%)	1.36% +0.009 pp	10.29% +2.007 pp	USD85.58 +569.4%	54 qtrs —
10	PRICE T ROWE ASSOCIATES INC /MD/	5.99M -818.8K (-12.0%)	3.43B +183.0M (+5.6%)	1.28% -0.166 pp	0.37% +0.023 pp	USD427.86 +33.9%	75 qtrs —
11	NORTHERN TRUST CORP	5.85M -386.4K (-6.2%)	3.35B +375.7M (+12.6%)	1.25% -0.074 pp	0.43% +0.047 pp	USD130.93 +337.5%	51 qtrs —
12	FMR LLC	4.06M +928.3K (+29.6%)	2.33B +831.7M (+55.6%)	0.87% +0.204 pp	0.12% +0.041 pp	USD382.98 +49.6%	70 qtrs —
13	CAPITAL WORLD INVESTORS	4.01M -579.3K (-12.6%)	2.30B +108.0M (+4.9%)	0.86% -0.118 pp	0.31% +0.013 pp	USD201.70 +184.0%	50 qtrs —
14	WELLINGTON MANAGEMENT GROUP LLP	3.86M -1.4M (-26.2%)	2.21B -283.3M (-11.4%)	0.83% -0.286 pp	0.39% -0.049 pp	USD471.60 +21.5%	81 qtrs —
15	BANK OF NEW YORK MELLON CORP	3.56M +2.7K (+0.1%)	2.04B +341.7M (+20.2%)	0.76% +0.006 pp	0.36% +0.033 pp	USD174.55 +228.2%	66 qtrs —
16	UBS ASSET MANAGEMENT AMERICAS INC	3.54M -534.9K (-13.1%)	2.03B +84.0M (+4.3%)	0.76% -0.109 pp	0.43% +0.007 pp	USD226.07 +153.4%	90 qtrs —
17	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	3.35M +6.5K (+0.2%)	1.92B +324.0M (+20.3%)	0.72% +0.006 pp	0.30% +0.044 pp	USD150.59 +280.4%	100 qtrs —
18	GOLDMAN SACHS GROUP INC	3.14M +159.1K (+5.3%)	1.80B +376.4M (+26.5%)	0.67% +0.039 pp	0.22% +0.047 pp	USD228.48 +150.7%	73 qtrs —
19	INVESCO LTD.	3.03M +68.8K (+2.3%)	1.74B +323.0M (+22.8%)	0.65% +0.019 pp	0.27% +0.044 pp	USD199.65 +186.9%	57 qtrs —
20	CAPITAL RESEARCH GLOBAL INVESTORS	2.85M -1.5M (-33.8%)	1.63B -419.6M (-20.5%)	0.61% -0.305 pp	0.30% -0.084 pp	USD276.17 +107.4%	49 qtrs —
21	DIMENSIONAL FUND ADVISORS LP	2.77M -126.4K (-4.4%)	1.59B +205.3M (+14.8%)	0.59% -0.023 pp	0.33% +0.036 pp	USD147.06 +289.5%	51 qtrs —
22	LEGAL & GENERAL GROUP PLC	2.72M -81.8K (-2.9%)	1.56B +221.4M (+16.6%)	0.58% -0.013 pp	0.35% +0.046 pp	USD138.92 +312.4%	75 qtrs —
23	JPMORGAN CHASE & CO	2.60M -924.5K (-26.2%)	1.49B -192.3M (-11.4%)	0.56% -0.193 pp	0.09% -0.007 pp	USD296.48 +93.2%	51 qtrs —
24	ROYAL BANK OF CANADA	2.51M +15.1K (+0.6%)	1.44B +247.7M (+20.8%)	0.54% +0.007 pp	0.23% +0.039 pp	USD263.69 +117.3%	51 qtrs —
25	NUVEEN, LLC	2.31M +55.3K (+2.5%)	1.32B +247.4M (+23.0%)	0.50% +0.015 pp	0.35% +0.063 pp	USD361.75 +58.4%	4 qtrs —
26	CAPITAL INTERNATIONAL INVESTORS	2.14M +2.1M (+100.0%)	1.23B +1.2B (+100.0%)	0.46% +0.459 pp	0.19% +0.192 pp	USD572.87 +0.0%	1 qtrs NEW
27	WELLS FARGO & COMPANY/MN	2.01M +10.9K (+0.5%)	1.15B +197.4M (+20.7%)	0.43% +0.005 pp	0.21% +0.028 pp	USD189.20 +202.8%	57 qtrs —
28	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	1.84M +5.5K (+0.3%)	1.05B +178.4M (+20.4%)	0.39% +0.004 pp	0.34% +0.069 pp	USD472.89 +21.1%	3 qtrs —
29	AMUNDI	1.71M -661.6K (-27.8%)	981.98M -194.9M (-16.6%)	0.37% -0.138 pp	0.27% -0.111 pp	USD305.85 +87.3%	19 qtrs —
30	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1.71M +7.5K (+0.4%)	981.56M +167.6M (+20.6%)	0.37% +0.004 pp	0.11% +0.020 pp	USD340.81 +68.1%	51 qtrs —
31	DEUTSCHE BANK AG\	1.45M +102.0K (+7.6%)	830.77M +187.5M (+29.1%)	0.31% +0.024 pp	0.27% +0.055 pp	USD266.87 +114.7%	50 qtrs —
32	VOYA INVESTMENT MANAGEMENT LLC	1.43M -351.2K (-19.8%)	817.13M -31.0M (-3.7%)	0.31% -0.073 pp	0.81% -0.041 pp	USD405.27 +41.4%	51 qtrs —
33	CITADEL ADVISORS LLC	1.40M +292.4K (+26.5%)	800.01M +273.2M (+51.9%)	0.30% +0.064 pp	0.12% +0.040 pp	USD343.93 +66.6%	38 qtrs —
34	SUMITOMO MITSUI TRUST HOLDINGS, INC.	1.35M -125.9K (-8.5%)	774.79M +69.4M (+9.8%)	0.29% -0.025 pp	0.46% +0.049 pp	USD127.53 +349.2%	59 qtrs —
35	MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD.	1.29M +45.4K (+3.6%)	772.27M +178.1M (+30.0%)	0.28% +0.012 pp	0.52% +0.096 pp	USD254.21 +125.4%	58 qtrs —
36	CAPITAL WEALTH PLANNING, LLC	1.31M -310.0K (-19.1%)	763.49M -9.1M (-1.2%)	0.28% -0.064 pp	4.94% -0.503 pp	USD312.05 +83.6%	50 qtrs —
37	SWISS NATIONAL BANK	1.28M -72.0K (-5.3%)	735.44M +88.5M (+13.7%)	0.28% -0.014 pp	0.44% +0.062 pp	USD132.39 +332.7%	51 qtrs —
38	UBS GROUP AG	1.28M -366.0K (-22.2%)	733.27M -52.1M (-6.6%)	0.27% -0.076 pp	0.12% -0.004 pp	USD258.17 +121.9%	45 qtrs —
39	JANE STREET GROUP, LLC	1.20M +253.7K (+26.8%)	688.48M +236.1M (+52.2%)	0.26% +0.056 pp	0.10% +0.035 pp	USD442.30 +29.5%	6 qtrs —
40	BARCLAYS PLC	1.15M -725.7K (-38.7%)	657.56M -75.2M (-10.3%)	0.25% -0.153 pp	0.16% -0.030 pp	USD350.12 +63.6%	51 qtrs —
41	AMERIPRISE FINANCIAL INC	1.05M -149.5K (-12.5%)	599.69M +28.9M (+5.1%)	0.22% -0.030 pp	0.14% +0.004 pp	USD212.16 +170.0%	56 qtrs —
42	LPL FINANCIAL LLC	1.02M +40.0K (+4.1%)	586.17M +117.0M (+24.9%)	0.22% +0.010 pp	0.16% +0.023 pp	USD220.08 +160.3%	36 qtrs —
43	RAYMOND JAMES FINANCIAL INC	1.02M -3.8K (-0.4%)	583.89M +95.8M (+19.6%)	0.22% +0.001 pp	0.18% +0.025 pp	USD368.29 +55.5%	5 qtrs —
44	HSBC HOLDINGS PLC	1.01M +94.9K (+10.3%)	580.20M +143.2M (+32.8%)	0.22% +0.022 pp	0.30% +0.055 pp	USD262.01 +118.6%	56 qtrs —
45	NATIONAL PENSION SERVICE	979.0K -46.2K (-4.5%)	560.84M +71.6M (+14.6%)	0.21% -0.008 pp	0.42% +0.035 pp	USD189.04 +203.0%	46 qtrs —
46	ALLIANCEBERNSTEIN L.P.	883.1K -42.1K (-4.5%)	505.88M +64.5M (+14.6%)	0.19% -0.008 pp	0.16% +0.021 pp	USD277.15 +106.7%	61 qtrs —
47	PRIMECAP MANAGEMENT CO/CA/	880.2K -390.3K (-30.7%)	504.22M -102.0M (-16.8%)	0.19% -0.082 pp	0.38% -0.083 pp	USD76.73 +646.6%	93 qtrs —
48	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	876.5K -24.0K (-2.7%)	502.11M +72.4M (+16.9%)	0.19% -0.004 pp	0.29% +0.030 pp	USD167.56 +241.9%	58 qtrs —
49	FRANKLIN RESOURCES INC	873.7K +360.2K (+70.2%)	500.53M +255.5M (+104.3%)	0.19% +0.078 pp	0.12% +0.062 pp	USD377.30 +51.8%	51 qtrs —
50	NEUBERGER BERMAN GROUP LLC	850.2K -8.3K (-1.0%)	487.13M +77.6M (+18.9%)	0.18% -0.001 pp	0.36% +0.063 pp	USD309.63 +85.0%	52 qtrs —
51	RHUMBLINE ADVISERS	815.2K -37.5K (-4.4%)	466.99M +60.1M (+14.8%)	0.17% -0.007 pp	0.38% +0.051 pp	USD118.82 +382.1%	55 qtrs —
52	DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN	773.2K -291.2K (-27.4%)	442.93M -64.9M (-12.8%)	0.17% -0.061 pp	0.38% -0.062 pp	USD468.18 +22.4%	37 qtrs —
53	BANK OF MONTREAL /CAN/	757.2K +96.8K (+14.7%)	433.77M +118.6M (+37.7%)	0.16% +0.022 pp	0.15% +0.029 pp	USD260.02 +120.3%	51 qtrs —
54	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	726.1K -10.3K (-1.4%)	415.94M +64.6M (+18.4%)	0.16% -0.001 pp	0.42% +0.056 pp	USD97.09 +490.0%	52 qtrs —
55	BNP PARIBAS ARBITRAGE, SNC	724.6K +155.9K (+27.4%)	415.09M +143.8M (+53.0%)	0.16% +0.034 pp	0.19% +0.043 pp	USD358.28 +59.9%	51 qtrs —
56	AMERICAN CENTURY COMPANIES INC	638.7K -96.2K (-13.1%)	365.89M +15.2M (+4.3%)	0.14% -0.020 pp	0.18% +0.006 pp	USD301.20 +90.2%	51 qtrs —
57	HIGHTOWER ADVISORS, LLC	632.8K -29.9K (-4.5%)	362.52M +46.3M (+14.6%)	0.14% -0.005 pp	0.40% +0.037 pp	USD213.06 +168.9%	67 qtrs —
58	VICTORY CAPITAL MANAGEMENT INC	620.4K -81.6K (-11.6%)	355.39M +20.4M (+6.1%)	0.13% -0.017 pp	0.20% +0.005 pp	USD307.70 +86.2%	45 qtrs —
59	STIFEL FINANCIAL CORP	605.5K -7.1K (-1.2%)	346.89M +54.6M (+18.7%)	0.13% -0.001 pp	0.31% +0.045 pp	USD158.08 +262.4%	48 qtrs —
60	PRINCIPAL FINANCIAL GROUP INC	566.5K -20.9K (-3.6%)	324.51M +44.2M (+15.8%)	0.12% -0.004 pp	0.17% +0.024 pp	USD153.71 +272.7%	81 qtrs —
61	CI PRIVATE WEALTH, LLC	563.3K +210.6K (+59.7%)	322.83M +157.8M (+95.6%)	0.12% +0.046 pp	0.43% +0.174 pp	USD363.77 +57.5%	13 qtrs —
62	THRIVENT FINANCIAL FOR LUTHERANS	557.2K -33.3K (-5.6%)	319.30M +37.5M (+13.3%)	0.12% -0.006 pp	0.57% +0.012 pp	USD303.51 +88.7%	74 qtrs —
63	BANK JULIUS BAER & CO. LTD, ZURICH	549.9K +18.2K (+3.4%)	315.40M +61.7M (+24.3%)	0.12% +0.005 pp	0.87% +0.155 pp	USD357.43 +60.3%	24 qtrs —
64	TD ASSET MANAGEMENT INC	549.4K +318.0K (+137.4%)	314.71M +204.3M (+185.1%)	0.12% +0.069 pp	0.25% +0.164 pp	USD399.91 +43.2%	51 qtrs —
65	NEW YORK STATE COMMON RETIREMENT FUND	525.5K -57.3K (-9.8%)	301.03M +23.0M (+8.3%)	0.11% -0.011 pp	0.40% +0.042 pp	USD96.40 +494.3%	103 qtrs —
66	PRUDENTIAL FINANCIAL INC	520.7K +220.7K (+73.6%)	298.27M +155.2M (+108.4%)	0.11% +0.048 pp	0.36% +0.190 pp	USD375.97 +52.4%	85 qtrs —
67	PROSHARE ADVISORS LLC	511.9K -56.2K (-9.9%)	293.23M +22.2M (+8.2%)	0.11% -0.011 pp	0.52% -0.050 pp	USD210.15 +172.6%	77 qtrs —
68	CITIGROUP INC	509.9K -202.3K (-28.4%)	292.12M -47.7M (-14.0%)	0.11% -0.042 pp	0.13% -0.023 pp	USD340.76 +68.1%	108 qtrs —
69	FIFTH THIRD BANCORP	504.2K +3.8K (+0.8%)	288.84M +50.1M (+21.0%)	0.11% +0.002 pp	0.92% +0.154 pp	USD210.28 +172.4%	51 qtrs —
70	ABRDN PLC	494.5K -5.7K (-1.1%)	283.28M +47.1M (+20.0%)	0.11% -0.001 pp	0.44% +0.065 pp	USD271.94 +110.7%	34 qtrs —
71	TORONTO DOMINION BANK	493.7K +5.6K (+1.1%)	282.82M +49.9M (+21.4%)	0.11% +0.002 pp	0.42% +0.056 pp	USD305.46 +87.5%	52 qtrs —
72	US BANCORP \DE\	490.9K -15.2K (-3.0%)	281.20M +39.7M (+16.5%)	0.11% -0.003 pp	0.33% +0.043 pp	USD137.55 +316.5%	51 qtrs —
73	SCHRODER INVESTMENT MANAGEMENT GROUP	487.6K -63.9K (-11.6%)	279.34M +19.2M (+7.4%)	0.10% -0.013 pp	0.21% +0.011 pp	USD281.74 +103.3%	51 qtrs —
74	ALPHINITY INVESTMENT MANAGEMENT PTY LTD	440.2K +440.2K (+100.0%)	252.20M +252.2M (+100.0%)	0.09% +0.094 pp	2.55% +2.553 pp	USD572.87 +0.0%	1 qtrs NEW
75	SG AMERICAS SECURITIES, LLC	433.0K -69.5K (-13.8%)	248.06M +8.3M (+3.5%)	0.09% -0.014 pp	0.32% -0.492 pp	USD358.34 +59.9%	51 qtrs —
76	ENVESTNET ASSET MANAGEMENT INC	432.3K -43.9K (-9.2%)	247.62M +20.4M (+9.0%)	0.09% -0.009 pp	0.07% +0.008 pp	USD228.17 +151.1%	51 qtrs —
77	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	424.8K +46.7K (+12.3%)	243.38M +62.9M (+34.9%)	0.09% +0.011 pp	0.41% +0.088 pp	USD419.87 +36.4%	9 qtrs —
78	ZACKS INVESTMENT MANAGEMENT	421.9K -268.0 (-0.1%)	241.70M +40.3M (+20.0%)	0.09% +0.001 pp	1.90% +0.294 pp	USD168.70 +239.6%	35 qtrs —
79	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	411.9K -8.1K (-1.9%)	235.97M +35.6M (+17.8%)	0.09% -0.001 pp	0.42% +0.067 pp	USD108.35 +428.7%	51 qtrs —
80	CANADA PENSION PLAN INVESTMENT BOARD	408.1K -96.9K (-19.2%)	233.81M -7.2M (-3.0%)	0.09% -0.020 pp	0.16% -0.013 pp	USD382.06 +49.9%	49 qtrs —
81	BESSEMER GROUP INC	406.5K +386.3K (+1,918.2%)	232.86M +223.2M (+2,322.8%)	0.09% +0.083 pp	0.36% +0.343 pp	USD558.63 +2.5%	51 qtrs —
82	BANK OF NOVA SCOTIA	406.0K -34.0K (-7.7%)	232.59M +22.6M (+10.8%)	0.09% -0.007 pp	0.34% -0.027 pp	USD348.97 +64.2%	57 qtrs —
83	AVIVA PLC	405.3K +21.2K (+5.5%)	232.20M +48.9M (+26.7%)	0.09% +0.005 pp	0.39% +0.058 pp	USD303.37 +88.8%	51 qtrs —
84	NATIONAL BANK OF CANADA /FI/	401.7K -320.1K (-44.4%)	230.08M -114.3M (-33.2%)	0.09% -0.068 pp	0.21% -0.134 pp	USD387.48 +47.8%	17 qtrs —
85	COLONY GROUP, LLC	395.6K +77.7K (+24.5%)	226.63M +75.2M (+49.7%)	0.08% +0.017 pp	0.26% +0.014 pp	USD385.60 +48.6%	9 qtrs —
86	KOREA INVESTMENT CORP	385.4K -34.0K (-8.1%)	220.80M +20.7M (+10.3%)	0.08% -0.007 pp	0.43% +0.023 pp	USD287.36 +99.4%	61 qtrs —
87	ADAGE CAPITAL PARTNERS GP, L.L.C.	384.4K +57.1K (+17.4%)	220.20M +64.0M (+41.0%)	0.08% +0.013 pp	0.33% +0.086 pp	USD439.21 +30.4%	5 qtrs —
88	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	370.6K -17.1K (-4.4%)	212.32M +27.3M (+14.8%)	0.08% -0.003 pp	0.41% +0.052 pp	USD84.28 +579.7%	51 qtrs —
89	MILLENNIUM MANAGEMENT LLC	367.6K -19.1K (-4.9%)	210.59M +26.1M (+14.1%)	0.08% -0.004 pp	0.09% +0.010 pp	USD320.66 +78.7%	28 qtrs —
90	MANUFACTURERS LIFE INSURANCE COMPANY, THE	359.5K +52.7K (+17.2%)	205.96M +59.6M (+40.7%)	0.08% +0.012 pp	0.17% +0.049 pp	USD204.43 +180.2%	108 qtrs —
91	CREATIVE PLANNING	356.0K +12.1K (+3.5%)	203.95M +39.9M (+24.3%)	0.08% +0.003 pp	0.15% +0.021 pp	USD285.36 +100.8%	57 qtrs —
92	COMMONWEALTH EQUITY SERVICES, LLC	355.5K -27.8K (-7.2%)	203.65M +20.8M (+11.4%)	0.08% -0.005 pp	0.27% +0.035 pp	USD363.42 +57.6%	8 qtrs —
93	MACKENZIE FINANCIAL CORP	345.5K +35.5K (+11.4%)	199.10M +51.2M (+34.6%)	0.07% +0.008 pp	0.24% +0.057 pp	USD358.33 +59.9%	32 qtrs —
94	PNC FINANCIAL SERVICES GROUP, INC.	347.4K -11.4K (-3.2%)	198.99M +27.8M (+16.3%)	0.07% -0.002 pp	0.11% +0.005 pp	USD188.23 +204.3%	51 qtrs —
95	NATIXIS ADVISORS, L.P.	346.9K +23.2K (+7.2%)	198.74M +44.3M (+28.7%)	0.07% +0.005 pp	0.28% +0.056 pp	USD306.25 +87.1%	57 qtrs —
96	ROCKEFELLER CAPITAL MANAGEMENT L.P.	346.4K +62.9K (+22.2%)	198.44M +63.2M (+46.7%)	0.07% +0.014 pp	0.36% +0.093 pp	USD286.70 +99.8%	32 qtrs —
97	CYNOSURE GROUP, LLC	513.8K +507.7K (+8,359.6%)	10.84M +7.9M (+274.1%)	0.11% +0.109 pp	1.10% +0.788 pp	USD570.26 +0.5%	29 qtrs —

Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter

Ratio by transactions

0.56

Neutral

Ratio by volume

0.78

Neutral

Buys

Sells

Shares acquired

325.5K

Shares disposed

417.2K

Cash buys

—

Cash sales

26.00

Net activity

-91,694

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
2026-04-24	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	19	0.00	—	11,409	D	↗
2026-03-31	MacLennan David	Director	A-Award	A	Phantom Stock Units	33	0.00	—	453	D	↗
2026-03-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	3	0.00	—	11,583	D	↗
2026-03-13	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	186	0.00	—	5,564	D	↗
2026-03-13	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	428	0.00	—	11,433	D	↗
2026-03-06	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	106	0.00	—	5,520	D	↗
2026-03-06	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	214	0.00	—	11,293	D	↗
2026-03-05	Creed Joseph E	Officer	S-Sale	D	Common Stock	575	720.10	414.1K	35,203	D	↗
2026-03-04	Umpleby III Donald J	Officer	F-InKind	D	Common Stock	1,546	738.42	1.14M	464,199	D	↗
2026-03-04	Shurman Rodney Michael	Officer	F-InKind	D	Common Stock	117	738.42	86.4K	2,546	D	↗
2026-03-04	Schaupp William E	Officer	F-InKind	D	Common Stock	19	738.42	14.0K	890	D	↗
2026-03-04	Owens Derek	Officer	F-InKind	D	Common Stock	338	738.42	249.6K	8,203	D	↗
2026-03-04	Kaiser Jason	Officer	F-InKind	D	Common Stock	368	738.42	271.7K	9,594	D	↗
2026-03-04	Johnson Denise C	Officer	F-InKind	D	Common Stock	346	738.42	255.5K	49,825	D	↗
2026-03-04	Fassino Anthony D.	Officer	F-InKind	D	Common Stock	346	738.42	255.5K	46,041	D	↗
2026-03-04	De Lange Bob	Officer	F-InKind	D	Common Stock	393	738.42	290.2K	86,029	D	↗
2026-03-04	Creed Joseph E	Officer	F-InKind	D	Common Stock	696	738.42	513.9K	37,583	D	↗
2026-03-04	BONFIELD ANDREW R J	Officer	F-InKind	D	Common Stock	449	738.42	331.6K	52,935	D	↗
2026-03-03	Umpleby III Donald J	Officer	F-InKind	D	Common Stock	1,591	719.13	1.14M	465,745	D	↗
2026-03-03	Shurman Rodney Michael	Officer	F-InKind	D	Common Stock	100	719.13	71.9K	2,663	D	↗
2026-03-03	Schaupp William E	Officer	F-InKind	D	Common Stock	18	719.13	12.9K	909	D	↗
2026-03-03	Owens Derek	Officer	F-InKind	D	Common Stock	310	719.13	222.9K	8,541	D	↗
2026-03-03	Kaiser Jason	Officer	F-InKind	D	Common Stock	358	719.13	257.4K	9,962	D	↗
2026-03-03	Johnson Denise C	Officer	F-InKind	D	Common Stock	337	719.13	242.3K	50,171	D	↗
2026-03-03	Fassino Anthony D.	Officer	F-InKind	D	Common Stock	337	719.13	242.3K	46,387	D	↗
2026-03-03	De Lange Bob	Officer	F-InKind	D	Common Stock	382	719.13	274.7K	86,422	D	↗
2026-03-03	Creed Joseph E	Officer	F-InKind	D	Common Stock	676	719.13	486.1K	38,279	D	↗
2026-03-03	BONFIELD ANDREW R J	Officer	F-InKind	D	Common Stock	445	719.13	320.0K	53,384	D	↗
2026-03-02	Shurman Rodney Michael	Officer	A-Award	A	Employee Stock options	3,681	752.18	2.77M	3,681	D	↗
2026-03-02	Schaupp William E	Officer	A-Award	A	Employee Stock options	285	752.18	214.4K	285	D	↗
2026-03-02	Pambianchi Christine M	Officer	A-Award	A	Employee Stock options	3,221	752.18	2.42M	3,221	D	↗
2026-03-02	Owens Derek	Officer	A-Award	A	Common Stock	1,386	0.00	—	8,851	D	↗
2026-03-02	Kaiser Jason	Officer	A-Award	A	Employee Stock options	4,601	752.18	3.46M	4,601	D	↗
2026-03-02	Johnson Denise C	Officer	A-Award	A	Common Stock	1,650	0.00	—	50,508	D	↗
2026-03-02	De Lange Bob	Officer	A-Award	A	Common Stock	1,650	0.00	—	86,804	D	↗
2026-03-02	Creed Joseph E	Officer	A-Award	A	Common Stock	4,950	0.00	—	38,955	D	↗
2026-03-02	BONFIELD ANDREW R J	Officer	A-Award	A	Common Stock	1,749	0.00	—	53,829	D	↗
2026-02-23	Shurman Rodney Michael	Officer	M-Exempt	D	Employee Stock Options	2,278	253.98	578.6K	5,639	D	↗
2026-02-17	Shurman Rodney Michael	Officer	S-Sale	D	Common Stock	1,764	763.39	1.35M	1,440	D	↗
2026-02-17	Schaupp William E	Officer	S-Sale	D	Common Stock	972	764.20	742.8K	824	D	↗
2026-02-13	Fassino Anthony D.	Officer	M-Exempt	A	Common Stock	11,000	219.76	2.42M	57,643	D	↗
2026-02-12	Kaiser Jason	Officer	S-Sale	D	Common Stock	1,690	776.70	1.31M	8,661	D	↗
2026-02-11	De Lange Bob	Officer	S-Sale	D	Common Stock	12,507	767.08	9.59M	84,997	D	↗
2026-02-10	Umpleby III Donald J	Officer	F-InKind	D	Common Stock	13,571	744.83	10.11M	467,294	D	↗
2026-02-10	Shurman Rodney Michael	Officer	F-InKind	D	Common Stock	887	744.83	660.7K	3,204	D	↗
2026-02-10	Schaupp William E	Officer	F-InKind	D	Common Stock	165	744.83	122.9K	1,796	D	↗
2026-02-10	Owens Derek	Officer	F-InKind	D	Common Stock	134	744.83	99.8K	7,457	D	↗
2026-02-10	Kaiser Jason	Officer	F-InKind	D	Common Stock	779	744.83	580.2K	10,351	D	↗
2026-02-10	Johnson Denise C	Officer	F-InKind	D	Common Stock	3,563	744.83	2.65M	48,842	D	↗
2026-02-10	Fassino Anthony D.	Officer	F-InKind	D	Common Stock	3,563	744.83	2.65M	46,643	D	↗
2026-02-10	De Lange Bob	Officer	F-InKind	D	Common Stock	4,011	744.83	2.99M	84,997	D	↗
2026-02-10	Creed Joseph E	Officer	F-InKind	D	Common Stock	3,366	744.83	2.51M	33,980	D	↗
2026-02-10	BONFIELD ANDREW R J	Officer	F-InKind	D	Common Stock	4,299	744.83	3.20M	52,069	D	↗
2026-02-06	Fassino Anthony D.	Officer	M-Exempt	D	Employee Stock Options	8,288	196.70	1.63M	0	D	↗
2026-02-06	De Lange Bob	Officer	M-Exempt	D	Employee Stock Options	28,034	138.35	3.88M	0	D	↗
2026-02-04	Johnson Denise C	Officer	J-Other	D	Phantom Stock Units	10,946	0.00	—	0	D	↗
2026-02-04	De Lange Bob	Officer	S-Sale	D	Common Stock	9,223	704.42	6.50M	86,800	D	↗
2026-02-02	Johnson Denise C	Officer	S-Sale	D	Common Stock	1,138	684.93	779.5K	43,350	D	↗
2026-02-02	Fassino Anthony D.	Officer	S-Sale	D	Common Stock	10,671	680.45	7.26M	41,151	D	↗
2026-02-02	De Lange Bob	Officer	M-Exempt	A	Common Stock	20,512	151.12	3.10M	100,465	D	↗
2026-02-01	Shurman Rodney Michael	Officer	—	—	Employee Stock Options	2,997	338.65	1.01M	0	D	↗
2026-01-12	Johnson Denise C	Officer	F-InKind	D	Common Stock	473	621.97	294.2K	43,350	D	↗
2026-01-12	Fassino Anthony D.	Officer	F-InKind	D	Common Stock	473	621.97	294.2K	41,151	D	↗
2026-01-12	De Lange Bob	Officer	F-InKind	D	Common Stock	473	621.97	294.2K	79,953	D	↗
2025-12-31	MacLennan David	Director	A-Award	A	Phantom Stock Units	30	0.00	—	419	D	↗
2025-12-31	BONFIELD ANDREW R J	Officer	S-Sale	D	Common Stock	600	577.79	346.7K	45,500	D	↗
2025-12-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	13	0.00	—	5,228	D	↗
2025-12-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	26	0.00	—	10,699	D	↗
2025-12-19	Fish James C Jr	Director	G-Gift	D	Common Stock	1,000	0.00	—	3,475	D	↗
2025-12-01	BONFIELD ANDREW R J	Officer	S-Sale	D	Common Stock	920	574.52	528.6K	55,460	D	↗
2025-11-28	Umpleby III Donald J	Officer	G-Gift	D	Common Stock	2,350	0.00	—	445,879	D	↗
2025-11-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	13	0.00	—	5,132	D	↗
2025-11-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	26	0.00	—	10,503	D	↗
2025-11-25	MacLennan David	Director	J-Other	A	Phantom Stock Units	72	0.00	—	389	D	↗
2025-11-19	SCHWAB SUSAN C	Director	G-Gift	D	Common Stock	990	0.00	—	5,948	D	↗
2025-11-12	Johnson Denise C	Officer	J-Other	D	Phantom Stock Units	10,944	0.00	—	10,752	D	↗
2025-11-11	Kaiser Jason	Officer	S-Sale	D	Common Stock	1,640	563.22	923.7K	10,019	D	↗
2025-11-10	Fassino Anthony D.	Officer	M-Exempt	D	Employee Stock Options	12,500	196.70	2.46M	23,288	D	↗
2025-11-06	MacLennan David	Director	P-Purchase	A	Common Stock	300	568.86	170.7K	7,947	D	↗
2025-11-05	Schaupp William E	Officer	S-Sale	D	Common Stock	1,200	572.22	686.7K	1,323	D	↗
2025-11-05	De Lange Bob	Officer	M-Exempt	D	Employee Stock Options	20,000	151.12	3.02M	20,512	D	↗
2025-10-24	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	14	0.00	—	5,178	D	↗
2025-10-24	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	19	0.00	—	21,817	D	↗
2025-10-24	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	29	0.00	—	10,599	D	↗
2025-10-10	Umpleby III Donald J	Officer	S-Sale	D	Common Stock	17,166	505.29	8.67M	448,173	D	↗
2025-09-30	MacLennan David	Director	A-Award	A	Phantom Stock Units	37	0.00	—	315	D	↗
2025-09-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	16	0.00	—	5,156	D	↗
2025-09-26	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	21	0.00	—	21,762	D	↗
2025-09-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	32	0.00	—	10,553	D	↗
2025-09-22	Umpleby III Donald J	Officer	S-Sale	D	Common Stock	17,166	462.65	7.94M	465,339	D	↗
2025-09-02	Umpleby III Donald J	Director / Officer	S-Sale	D	Common Stock	17,168	412.87	7.09M	482,505	D	↗
2025-08-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	17	0.00	—	5,179	D	↗
2025-08-26	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	23	0.00	—	21,905	D	↗
2025-08-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	35	0.00	—	10,600	D	↗
2025-08-18	MacLennan David	Director	A-Award	A	Common Stock	500	407.76	203.9K	7,641	D	↗
2025-08-15	SCHWAB SUSAN C	Director	S-Sale	D	Common Stock	2,324	410.00	952.8K	6,917	D	↗
2025-08-11	Kaiser Jason	Officer	S-Sale	D	Common Stock	2,161	417.70	902.6K	8,632	D	↗
2025-08-07	Johnson Denise C	Officer	J-Other	D	Phantom Stock Units	8,493	0.00	—	22,597	D	↗
2025-07-25	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	17	0.00	—	5,099	D	↗
2025-07-25	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	23	0.00	—	30,021	D	↗
2025-07-25	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	35	0.00	—	10,436	D	↗
2025-07-17	BONFIELD ANDREW R J	Officer	F-InKind	D	Common Stock	9,683	416.39	4.03M	59,883	D	↗
2025-06-30	MacLennan David	Director	A-Award	A	Phantom Stock Units	43	0.00	—	277	D	↗
2025-06-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	1	0.00	—	4,984	D	↗
2025-06-26	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	26	0.00	—	29,421	D	↗
2025-06-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	39	0.00	—	10,203	D	↗
2025-06-11	WILKINS RAYFORD JR	Director	A-Award	A	Common Stock	482	352.53	169.9K	8,123	D	↗
2025-06-11	SCHWAB SUSAN C	Director	A-Award	A	Common Stock	482	352.53	169.9K	9,241	D	↗
2025-06-11	REED DEBRA L	Director	A-Award	A	Common Stock	482	352.53	169.9K	12,876	D	↗
2025-06-11	Marks Judith Fran	Director	A-Award	A	Common Stock	482	352.53	169.9K	1,717	D	↗
2025-06-11	MacLennan David	Director	A-Award	A	Common Stock	482	352.53	169.9K	7,141	D	↗
2025-06-11	KEENE NAZZIC S	Director	A-Award	A	Common Stock	482	352.53	169.9K	512	D	↗
2025-06-11	Johnson Gerald	Director	A-Award	A	Common Stock	482	352.53	169.9K	3,659	D	↗
2025-06-11	Fish James C Jr	Director	A-Award	A	Common Stock	482	352.53	169.9K	4,472	D	↗
2025-05-23	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	19	0.00	—	30,392	D	↗
2025-05-23	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	44	0.00	—	10,508	D	↗
2025-05-09	Pambianchi Christine M	Officer	A-Award	A	Employee Stock Options	6,424	325.62	2.09M	6,424	D	↗
2025-05-09	Creed Joseph E	Officer	A-Award	A	Common Stock	4,330	0.00	—	28,157	D	↗
2025-05-07	MacLennan David	Director	P-Purchase	A	Common Stock	375	320.70	120.3K	6,653	D	↗
2025-05-02	Johnson Gerald	Director	P-Purchase	A	Common Stock	100	318.48	31.8K	3,165	D	↗
2025-05-01	Pambianchi Christine M	Officer	—	—	—	0	0.00	—	0	—	↗
2025-04-25	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	12	0.00	—	10,445	D	↗
2025-04-01	Owens Derek	Officer	F-InKind	D	Common Stock	73	328.05	23.9K	7,031	D	↗
2025-03-31	MacLennan David	Director	A-Award	A	Phantom Stock Units	50	0.00	—	234	D	↗
2025-03-14	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	380	0.00	—	5,016	D	↗
2025-03-14	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	486	0.00	—	29,542	D	↗
2025-03-14	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	667	0.00	—	10,175	D	↗
2025-03-07	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	155	0.00	—	4,602	D	↗
2025-03-07	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	354	0.00	—	28,825	D	↗
2025-03-07	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	363	0.00	—	9,439	D	↗
2025-03-04	Umpleby III Donald J	Officer	F-InKind	D	Common Stock	1,528	325.30	497.1K	499,513	D	↗
2025-03-04	Schaupp William E	Officer	F-InKind	D	Common Stock	19	325.30	6.2K	2,520	D	↗
2025-03-04	Owens Derek	Officer	F-InKind	D	Common Stock	207	325.30	67.3K	7,104	D	↗
2025-03-04	Kaiser Jason	Officer	F-InKind	D	Common Stock	364	325.30	118.4K	8,614	D	↗
2025-03-04	Johnson Denise C	Officer	F-InKind	D	Common Stock	343	325.30	111.6K	43,723	D	↗
2025-03-04	Johnson Cheryl H	Officer	F-InKind	D	Common Stock	232	325.30	75.5K	15,255	D	↗
2025-03-04	Fassino Anthony D.	Officer	F-InKind	D	Common Stock	404	325.30	131.4K	41,199	D	↗
2025-03-04	De Lange Bob	Officer	F-InKind	D	Common Stock	343	325.30	111.6K	79,603	D	↗
2025-03-04	Creed Joseph E	Officer	F-InKind	D	Common Stock	689	325.30	224.1K	23,827	D	↗
2025-03-04	BONFIELD ANDREW R J	Officer	F-InKind	D	Common Stock	450	325.30	146.4K	55,380	D	↗
2025-03-03	Umpleby III Donald J	Officer	A-Award	A	Common Stock	12,733	0.00	—	501,041	D	↗
2025-03-03	Schaupp William E	Officer	A-Award	A	Employee Stock Options	707	332.04	234.8K	707	D	↗
2025-03-03	Owens Derek	Officer	A-Award	A	Common Stock	2,692	0.00	—	7,311	D	↗
2025-03-03	Kaiser Jason	Officer	A-Award	A	Common Stock	2,692	0.00	—	8,978	D	↗
2025-03-03	Johnson Denise C	Officer	A-Award	A	Employee Stock Options	8,439	332.04	2.80M	8,439	D	↗
2025-03-03	Fassino Anthony D.	Officer	A-Award	A	Common Stock	2,692	0.00	—	41,603	D	↗
2025-03-03	De Lange Bob	Officer	A-Award	A	Employee Stock Options	8,439	332.04	2.80M	8,439	D	↗
2025-03-03	Creed Joseph E	Officer	A-Award	A	Common Stock	5,093	0.00	—	24,516	D	↗
2025-03-03	BONFIELD ANDREW R J	Officer	A-Award	A	Employee Stock Options	11,176	332.04	3.71M	11,176	D	↗
2025-02-18	Kaiser Jason	Officer	S-Sale	D	Common Stock	2,425	354.70	860.1K	6,275	D	↗
2025-02-11	Umpleby III Donald J	Officer	A-Award	A	Common Stock	36,126	0.00	—	502,422	D	↗
2025-02-11	Schaupp William E	Officer	F-InKind	D	Common Stock	230	362.70	83.4K	2,313	D	↗
2025-02-11	Owens Derek	Officer	A-Award	A	Common Stock	642	0.00	—	4,781	D	↗
2025-02-11	Kaiser Jason	Officer	A-Award	A	Common Stock	3,345	0.00	—	9,620	D	↗
2025-02-11	Johnson Denise C	Officer	F-InKind	D	Common Stock	3,742	362.70	1.36M	41,342	D	↗
2025-02-11	Johnson Cheryl H	Officer	F-InKind	D	Common Stock	919	362.70	333.3K	15,435	D	↗
2025-02-11	Fassino Anthony D.	Officer	A-Award	A	Common Stock	9,901	0.00	—	42,941	D	↗
2025-02-11	De Lange Bob	Officer	F-InKind	D	Common Stock	3,850	362.70	1.40M	76,970	D	↗
2025-02-11	Creed Joseph E	Officer	F-InKind	D	Common Stock	3,495	362.70	1.27M	19,402	D	↗
2025-02-11	BONFIELD ANDREW R J	Officer	F-InKind	D	Common Stock	4,706	362.70	1.71M	52,251	D	↗
2025-02-04	Johnson Gerald	Director	P-Purchase	A	Common Stock	100	365.57	36.6K	3,053	D	↗
2025-01-16	BONFIELD ANDREW R J	Officer	S-Sale	D	Common Stock	10,000	380.09	3.80M	45,182	D	↗
2025-01-12	Johnson Denise C	Officer	F-InKind	D	Common Stock	452	357.50	161.6K	35,183	D	↗
2025-01-12	Fassino Anthony D.	Officer	F-InKind	D	Common Stock	526	357.50	188.0K	33,040	D	↗
2025-01-12	De Lange Bob	Officer	F-InKind	D	Common Stock	452	357.50	161.6K	70,919	D	↗
2024-12-31	SCHWAB SUSAN C	Director	A-Award	A	Phantom Stock Units	103	0.00	—	19,157	D	↗
2024-12-31	MacLennan David	Director	A-Award	A	Phantom Stock Units	45	0.00	—	183	D	↗
2024-12-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	18	0.00	—	4,552	D	↗
2024-12-26	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	26	0.00	—	29,142	D	↗
2024-12-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	30	0.00	—	9,290	D	↗
2024-12-05	DICKINSON DANIEL M	Director	G-Gift	D	Common Stock	250	0.00	—	4,728	D	↗
2024-12-04	Johnson Gerald	Director	P-Purchase	A	Common Stock	100	398.57	39.9K	2,953	D	↗
2024-11-29	SCHWAB SUSAN C	Director	G-Gift	D	Common Stock	2,150	0.00	—	8,715	D	↗
2024-11-29	Fassino Anthony D.	Officer	F-InKind	D	Common Stock	2,854	408.22	1.17M	39,844	D	↗
2024-11-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	17	0.00	—	4,498	D	↗
2024-11-26	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	23	0.00	—	28,888	D	↗
2024-11-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	27	0.00	—	9,187	D	↗
2024-11-25	Fish James C Jr	Director	G-Gift	A	Common Stock	250	0.00	—	250	I	↗
2024-11-25	BONFIELD ANDREW R J	Officer	S-Sale	D	Common Stock	3,504	404.10	1.42M	61,678	D	↗
2024-11-15	SCHWAB SUSAN C	Director	S-Sale	D	Common Stock	2	383.20	766.40	10,846	D	↗
2024-11-07	Umpleby III Donald J	Officer	M-Exempt	D	Employee Stock Options	87,053	196.70	17.12M	43,526	D	↗
2024-11-07	De Lange Bob	Officer	M-Exempt	A	Common Stock	20,000	151.12	3.02M	91,107	D	↗
2024-11-06	Fassino Anthony D.	Officer	M-Exempt	A	Common Stock	8,000	127.60	1.02M	41,422	D	↗
2024-11-06	DICKINSON DANIEL M	Director	S-Sale	D	Common Stock	1,300	418.00	543.4K	4,976	D	↗
2024-11-04	Johnson Cheryl H	Officer	S-Sale	D	Common Stock	2,664	378.84	1.01M	12,951	D	↗
2024-11-01	Schaupp William E	Officer	F-InKind	D	Common Stock	1,032	380.91	393.1K	2,654	D	↗
2024-11-01	KEENE NAZZIC S	Director	—	—	Common Stock	0	0.00	—	30	D	↗
2024-10-25	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	17	0.00	—	4,521	D	↗
2024-10-25	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	25	0.00	—	29,118	D	↗
2024-10-25	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	29	0.00	—	9,240	D	↗
2024-09-30	SCHWAB SUSAN C	Director	A-Award	A	Phantom Stock Units	96	0.00	—	18,984	D	↗
2024-09-30	MacLennan David	Director	A-Award	A	Phantom Stock Units	42	0.00	—	137	D	↗
2024-09-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	17	0.00	—	4,331	D	↗
2024-09-26	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	24	0.00	—	27,972	D	↗
2024-09-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	29	0.00	—	8,857	D	↗
2024-09-04	Johnson Gerald	Director	P-Purchase	A	Common Stock	100	338.59	33.9K	2,842	—	↗
2024-08-30	Fassino Anthony D.	Officer	M-Exempt	A	Common Stock	5,000	127.60	638.0K	38,442	—	↗
2024-08-26	Kaiser Jason	Officer	A-Award	A	Phantom Stock Units	19	0.00	—	4,428	—	↗
2024-08-26	Johnson Denise C	Officer	A-Award	A	Phantom Stock Units	27	0.00	—	28,690	—	↗
2024-08-26	Creed Joseph E	Officer	A-Award	A	Phantom Stock Units	32	0.00	—	9,063	—	↗

Executive team

Top executives

EBIT / Employee

111.5K

Shares Outstanding

465.29M

Executive compensation

Executive compensation (annual)

#	Year ⇅	Executive ⇅	Salary ⇅	Bonus	Stock award ⇅	Option award	Incentive	Other	Total ⇅	% Stock- based ⇅	Filing
1	2025	D. JAMES UMPLEBY III Executive Chairman	1.41M	—	13.08M	4.23M	2.51M	959.2K	22.19M	78.00%	↗
2	2025	JOSEPH E. CREED CEO	1.38M	—	9.54M	3.10M	2.48M	509.8K	17.01M	74.32%	↗
3	2025	CHRISTY M. PAMBIANCHI CHRO	566.7K	450.0K	7.91M	692.2K	660.5K	398.5K	10.67M	80.56%	↗
4	2025	ANDREW R. J. BONFIELD CFO	991.6K	—	3.66M	1.18M	1.32M	289.8K	7.45M	65.07%	↗
5	2025	DENISE C. JOHNSON Group President	985.8K	—	2.77M	893.9K	1.20M	305.3K	6.15M	59.48%	↗
6	2025	BOB DE LANGE Group President	925.5K	—	2.77M	893.9K	1.15M	288.7K	6.02M	60.78%	↗
7	2024	D. JAMES UMPLEBY III Executive Chairman	1.81M	—	14.08M	4.13M	4.36M	881.2K	25.26M	72.07%	↗
8	2024	D. James Umpleby, III Chairman and CEO	1.81M	—	14.08M	4.13M	4.36M	881.2K	25.26M	72.07%	↗
9	2024	Joseph E. Creed Chief Operating Officer	1.12M	—	5.97M	1.75M	1.89M	404.5K	11.13M	69.39%	↗
10	2024	JOSEPH E. CREED CEO	1.12M	—	5.97M	1.75M	1.89M	404.5K	11.13M	69.39%	↗
11	2024	DENISE C. JOHNSON Group President	947.9K	—	5.16M	925.0K	1.37M	311.8K	8.72M	69.78%	↗
12	2024	Denise C. Johnson Group President	947.9K	—	5.16M	925.0K	1.37M	311.8K	8.72M	69.78%	↗
13	2024	BOB DE LANGE Group President	890.0K	—	5.16M	925.0K	1.30M	285.4K	8.56M	71.08%	↗
14	2024	Bob De Lange Group President	890.0K	—	5.16M	925.0K	1.30M	285.4K	8.56M	71.08%	↗
15	2024	Andrew R. J. Bonfield CFO	953.5K	—	4.10M	1.20M	1.43M	291.7K	7.98M	66.40%	↗
16	2024	ANDREW R. J. BONFIELD CFO	953.5K	—	4.10M	1.20M	1.43M	291.7K	7.98M	66.40%	↗
17	2023	D. James Umpleby, III Chairman & CEO	1.75M	—	8.50M	8.50M	5.73M	1.34M	25.83M	65.81%	↗
18	2023	D. JAMES UMPLEBY III Executive Chairman	1.75M	—	8.50M	8.50M	5.73M	1.34M	25.83M	65.81%	↗
19	2023	D. James Umpleby, III Chairman and CEO	1.75M	—	8.50M	8.50M	5.73M	1.34M	25.83M	65.81%	↗
20	2023	Andrew R. J. Bonfield CFO	916.8K	—	2.65M	2.65M	1.90M	241.1K	8.36M	63.40%	↗
21	2023	ANDREW R. J. BONFIELD CFO	916.8K	—	2.65M	2.65M	1.90M	241.1K	8.36M	63.40%	↗
22	2023	Suzette M. Long Chief Legal Officer & General Counsel	958.2K	—	2.45M	2.45M	1.59M	247.9K	7.69M	63.70%	↗
23	2023	DENISE C. JOHNSON Group President	911.5K	—	2.20M	2.20M	1.87M	313.0K	7.50M	58.68%	↗
24	2023	Denise C. Johnson Group President	911.5K	—	2.20M	2.20M	1.87M	313.0K	7.50M	58.68%	↗
25	2023	Joseph E. Creed Chief Operating Officer	819.1K	—	2.20M	2.20M	1.77M	253.7K	7.24M	60.74%	↗
26	2023	JOSEPH E. CREED CEO	819.1K	—	2.20M	2.20M	1.77M	253.7K	7.24M	60.74%	↗
27	2023	BOB DE LANGE Group President	855.7K	—	2.20M	2.20M	1.65M	305.3K	7.21M	61.01%	↗
28	2023	Bob De Lange Group President	855.7K	—	2.20M	2.20M	1.65M	305.3K	7.21M	61.01%	↗
29	2022	D. James Umpleby III Chairman & CEO	1.69M	—	6.75M	6.75M	4.61M	805.3K	20.61M	65.51%	↗
30	2022	D. James Umpleby, III Chairman and CEO	1.69M	—	6.75M	6.75M	4.61M	805.3K	20.61M	65.51%	↗
31	2022	D. James Umpleby, III Chairman & CEO	1.69M	—	6.75M	6.75M	4.61M	805.3K	20.61M	65.51%	↗
32	2022	Andrew R. J. Bonfield CFO	882.6K	—	2.20M	2.20M	1.50M	439.0K	7.22M	60.91%	↗
33	2022	Bob De Lange Group President	821.9K	—	1.85M	1.85M	1.44M	689.9K	6.65M	55.62%	↗
34	2022	Denise C. Johnson Group President	877.4K	—	1.85M	1.85M	1.54M	464.4K	6.59M	56.17%	↗
35	2022	Joseph E. Creed Group President	702.4K	—	1.85M	1.85M	1.32M	257.7K	5.98M	61.86%	↗
36	2022	Joseph E. Creed Chief Operating Officer	702.4K	—	1.85M	1.85M	1.32M	257.7K	5.98M	61.86%	↗
37	2021	D. James Umpleby, III Chairman & CEO	1.64M	—	8.75M	8.75M	4.79M	367.6K	24.30M	72.02%	↗
38	2021	D. James Umpleby III Chairman & CEO	1.64M	—	8.75M	8.75M	4.79M	367.6K	24.30M	72.02%	↗
39	2021	Denise C. Johnson Group President	846.4K	—	2.55M	2.55M	1.77M	138.8K	7.86M	64.92%	↗
40	2021	Bob De Lange Group President	788.1K	—	2.50M	2.50M	1.77M	146.6K	7.71M	64.88%	↗
41	2021	Andrew R. J. Bonfield CFO	853.0K	—	2.60M	2.60M	1.52M	118.1K	7.70M	67.57%	↗
42	2021	Joseph E. Creed Chief Operating Officer	665.0K	—	2.50M	2.50M	1.23M	290.0K	7.18M	69.62%	↗
43	2021	Joseph E. Creed Group President	665.0K	—	2.50M	2.50M	1.23M	290.0K	7.18M	69.62%	↗
44	2020	D. James Umpleby III Chairman & CEO	1.60M	—	5.90M	5.90M	—	276.6K	13.68M	86.28%	↗
45	2020	William P. Ainsworth Group President	740.1K	—	2.10M	2.10M	—	47.9K	4.99M	84.20%	↗
46	2020	Denise C. Johnson Group President	820.5K	—	1.85M	1.85M	—	222.4K	4.74M	78.01%	↗
47	2020	Bob De Lange Group President	767.4K	—	1.85M	1.85M	—	213.6K	4.68M	79.04%	↗
48	2020	Andrew R. J. Bonfield CFO	832.0K	—	1.80M	1.80M	—	152.5K	4.58M	78.53%	↗
49	2019	D. James Umpleby III Chairman & CEO	1.58M	—	5.45M	6.70M	2.34M	18.45M	16.36M	74.31%	↗
50	2019	Andrew R. J. Bonfield CFO	824.0K	—	1.80M	2.21M	730.0K	479.7K	6.05M	66.37%	↗
51	2019	Denise C. Johnson Group President	808.9K	—	1.80M	2.21M	840.0K	243.7K	5.91M	67.96%	↗
52	2019	William P. Ainsworth Group President	754.3K	—	1.80M	2.21M	744.0K	30.5K	5.54M	72.42%	↗
53	2019	Bob De Lange Group President	761.8K	—	1.60M	1.97M	820.0K	281.9K	5.43M	65.69%	↗
54	2018	D. James Umpleby III Chairman & CEO	1.43M	—	6.50M	8.45M	4.74M	6.17M	27.29M	54.78%	↗
55	2018	Robert B. Charter Group President	323.4K	—	2.95M	2.01M	673.0K	6.32M	12.28M	40.42%	↗
56	2018	Thomas A. Pellette Group President	799.5K	—	2.00M	2.60M	1.63M	2.24M	9.27M	49.64%	↗
57	2018	Bob De Lange Group President	725.0K	—	2.15M	2.79M	1.18M	453.2K	7.30M	67.71%	↗
58	2018	Denise C. Johnson Group President	763.0K	—	2.00M	2.60M	1.68M	157.0K	7.20M	63.91%	↗
59	2018	Andrew R. J. Bonfield CFO	266.7K	800.0K	4.45M	993.5K	585.0K	86.0K	7.18M	75.80%	↗
60	2018	Bradley M. Halverson Group President & CFO	303.7K	—	—	—	597.0K	4.44M	5.34M	0.00%	↗
61	2018	Joseph E. Creed Interim CFO	370.8K	—	1.75M	844.8K	677.0K	99.5K	3.74M	69.34%	↗
62	2017	D. James Umpleby, III CEO	1.20M	1.07M	3.29M	5.36M	2.43M	685.3K	14.04M	61.63%	↗
63	2017	D. James Umpleby III Chairman & CEO	1.20M	1.07M	3.29M	5.36M	2.43M	685.3K	14.04M	61.63%	↗
64	2017	Bob De Lange Group President	664.2K	—	1.22M	2.00M	1.38M	2.46M	7.72M	41.71%	↗
65	2017	Bradley M. Halverson Group President & CFO	804.1K	—	2.37M	2.22M	1.39M	825.2K	7.60M	60.32%	↗
66	2017	Robert B. Charter Group President	756.2K	—	1.68M	2.74M	1.24M	1.11M	7.53M	58.64%	↗
67	2017	Thomas A. Pellette Group President	756.2K	—	1.59M	2.59M	1.30M	1.10M	7.34M	56.91%	↗
68	2017	Thomas Pellette Group President	756.2K	—	1.59M	2.59M	1.30M	1.10M	7.34M	56.91%	↗
69	2016	Douglas R. Oberhelman Chairman & CEO	1.60M	—	3.58M	7.22M	2.89M	184.7K	15.47M	69.78%	↗
70	2016	David P. Bozeman Senior Vice President	698.9K	—	1.41M	2.32M	471.6K	2.39M	7.30M	51.19%	↗
71	2016	Robert B. Charter Group President	729.8K	500.0K	984.7K	1.99M	818.5K	436.6K	5.46M	54.46%	↗
72	2016	D. James Umpleby, III CEO	825.6K	—	1.17M	2.35M	858.1K	89.8K	5.29M	66.50%	↗
73	2016	Jim Umpleby Group President	825.6K	—	1.17M	2.35M	858.1K	89.8K	5.29M	66.50%	↗
74	2016	D. James Umpleby III Chairman & CEO	825.6K	—	1.17M	2.35M	858.1K	89.8K	5.29M	66.50%	↗
75	2016	Bradley M. Halverson Group President & CFO	786.3K	—	1.08M	2.18M	853.0K	327.5K	5.23M	62.37%	↗
76	2015	Douglas R. Oberhelman Chairman & CEO	1.60M	—	3.03M	9.96M	822.8K	2.49M	17.90M	72.56%	↗
77	2015	Edward J. Rapp Group President	913.9K	—	1.26M	4.15M	292.1K	3.48M	10.11M	53.62%	↗
78	2015	Jim Umpleby Group President	815.8K	—	1.26M	4.15M	247.7K	2.67M	9.15M	59.24%	↗
79	2015	D. James Umpleby, III CEO	815.8K	—	1.26M	4.15M	247.7K	2.67M	9.15M	59.24%	↗
80	2015	D. James Umpleby III Group President	815.8K	—	1.26M	4.15M	247.7K	2.67M	9.15M	59.24%	↗
81	2015	Bradley M. Halverson Group President & CFO	786.3K	—	1.13M	3.71M	244.4K	2.38M	8.25M	58.60%	↗
82	2015	Robert B. Charter Group President	729.8K	300.0K	1.05M	3.44M	191.0K	1.39M	7.09M	63.22%	↗
83	2014	Douglas R. Oberhelman Chairman & CEO	1.60M	—	—	8.38M	4.91M	2.24M	17.13M	48.90%	↗
84	2014	Edward J. Rapp Group President	872.4K	50.0K	—	2.56M	1.96M	1.51M	6.95M	36.82%	↗
85	2014	D. James Umpleby III Group President	755.2K	—	—	2.53M	1.85M	1.54M	6.67M	37.88%	↗
86	2014	Jim Umpleby Group President	755.2K	—	—	2.53M	1.85M	1.54M	6.67M	37.88%	↗
87	2014	Bradley M. Halverson Group President & CFO	755.2K	—	—	2.39M	1.50M	637.3K	5.29M	45.26%	↗
88	2014	2014 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
89	2014	Stuart L. Levenick Group President	—	—	—	—	—	—	—	—	↗
90	2014	Bradley M. Halverson Group President CFO	—	—	—	—	—	—	—	—	↗
91	2014	Douglas R. Oberhelman Chairman CEO	—	—	—	—	—	—	—	—	↗
92	2014	D. James Umpleby Group President	—	—	—	—	—	—	—	—	↗
93	2014	Edward J. Rapp Group President	—	—	—	—	—	—	—	—	↗
94	2013	Douglas R. Oberhelman Chairman & CEO	1.60M	—	—	7.97M	2.24M	3.18M	14.99M	53.14%	↗
95	2013	D. James Umpleby III Group President	661.9K	—	—	2.27M	964.0K	4.23M	8.13M	27.89%	↗
96	2013	Edward J. Rapp Group President	847.0K	—	—	2.27M	883.7K	1.43M	5.42M	41.79%	↗
97	2013	Bradley M. Halverson Group President & CFO	661.9K	—	—	2.27M	747.0K	394.5K	4.07M	55.69%	↗
98	2013	2013 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
99	2013	Douglas R. Oberhelman Chairman CEO	—	—	—	—	—	—	—	—	↗
100	2013	Bradley M. Halverson Group President CFO	—	—	—	—	—	—	—	—	↗
101	2013	Stuart L. Levenick Group President	—	—	—	—	—	—	—	—	↗
102	2013	D. James Umpleby Group President	—	—	—	—	—	—	—	—	↗
103	2013	Edward J. Rapp Group President	—	—	—	—	—	—	—	—	↗
104	2013	Stuart L. Levenick Group President	—	—	—	—	—	—	—	—	↗
105	2013	Bradley M. Halverson	—	—	—	—	—	—	—	—	↗
106	2013	Gerard R. Vittecoq, Group President	—	—	—	—	—	—	—	—	↗
107	2013	D. James Umpleby	—	—	—	—	—	—	—	—	↗
108	2013	Steven H. Wunning Group President	—	—	—	—	—	—	—	—	↗
109	2012	2012 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
110	2012	Douglas R. Oberhelman Chairman CEO	—	—	—	—	—	—	—	—	↗
111	2012	Steven H. Wunning Group President	—	—	—	—	—	—	—	—	↗
112	2012	Edward J. Rapp Group President CFO	—	—	—	—	—	—	—	—	↗
113	2012	Gerard R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
114	2012	Stuart L. Levenick Group President	—	—	—	—	—	—	—	—	↗
115	2012	Edward J. Rapp Group President	—	—	—	—	—	—	—	—	↗
116	2012	Richard P. Lavin Group President	—	—	—	—	—	—	—	—	↗
117	2012	Gerard R. Vittecoq, Group President	—	—	—	—	—	—	—	—	↗
118	2011	2011 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
119	2011	Stuart L. Levenick Group President	—	—	—	—	—	—	—	—	↗
120	2011	Douglas R. Oberhelman Chairman CEO	—	—	—	—	—	—	—	—	↗
121	2011	Richard P. Lavin Group President	—	—	—	—	—	—	—	—	↗
122	2011	Edward J. Rapp Group President CFO	—	—	—	—	—	—	—	—	↗
123	2011	Steven H. Wunning Group President	—	—	—	—	—	—	—	—	↗
124	2011	Gerard R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
125	2010	2010 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
126	2010	S.H. Wunning Group President	—	—	—	—	—	—	—	—	↗
127	2010	D.R. Oberhelman Chairman CEO	—	—	—	—	—	—	—	—	↗
128	2010	Edward J. Rapp Group President CFO	—	—	—	—	—	—	—	—	↗
129	2010	G.R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
130	2010	E.J. Rapp Group President CFO	—	—	—	—	—	—	—	—	↗
131	2010	Steven H. Wunning Group President	—	—	—	—	—	—	—	—	↗
132	2010	R.P. Lavin Group President	—	—	—	—	—	—	—	—	↗
133	2010	Stuart L. Levenick Group President	—	—	—	—	—	—	—	—	↗
134	2010	Gerard R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
135	2010	D.B. Burritt Retired Vice President CFO	—	—	—	—	—	—	—	—	↗
136	2010	J.W. Owens Retired Chairman CEO	—	—	—	—	—	—	—	—	↗
137	2010	Richard P. Lavin Group President	—	—	—	—	—	—	—	—	↗
138	2010	S.L. Levenick Group President	—	—	—	—	—	—	—	—	↗
139	2010	Douglas R. Oberhelman Chairman CEO	—	—	—	—	—	—	—	—	↗
140	2009	2009 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
141	2009	D.R. Oberhelman Chairman CEO	—	—	—	—	—	—	—	—	↗
142	2009	R.P. Lavin Group President	—	—	—	—	—	—	—	—	↗
143	2009	D.R. Oberhelman Group President	—	—	—	—	—	—	—	—	↗
144	2009	J.W. Owens Chairman CEO	—	—	—	—	—	—	—	—	↗
145	2009	D.B. Burritt Vice President CFO	—	—	—	—	—	—	—	—	↗
146	2009	E.J. Rapp Group President	—	—	—	—	—	—	—	—	↗
147	2009	G.R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
148	2009	S.L. Levenick Group President	—	—	—	—	—	—	—	—	↗
149	2009	S.H. Wunning Group President	—	—	—	—	—	—	—	—	↗
150	2009	R.P. Lavin Group President	—	—	—	—	—	—	—	—	↗
151	2009	E.J. Rapp Group President CFO	—	—	—	—	—	—	—	—	↗
152	2009	J.W. Owens Retired Chairman CEO	—	—	—	—	—	—	—	—	↗
153	2009	D.B. Burritt Retired Vice President CFO	—	—	—	—	—	—	—	—	↗
154	2008	2008 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
155	2008	D.B. Burritt Vice President CFO	—	—	—	—	—	—	—	—	↗
156	2008	E.J. Rapp Group President	—	—	—	—	—	—	—	—	↗
157	2008	J.W. Owens Chairman CEO	—	—	—	—	—	—	—	—	↗
158	2008	S.L. Levenick Group President	—	—	—	—	—	—	—	—	↗
159	2008	D.R. Oberhelman Group President	—	—	—	—	—	—	—	—	↗
160	2008	R.P. Lavin Group President	—	—	—	—	—	—	—	—	↗
161	2008	E.J. Rapp	—	—	—	—	—	—	—	—	↗
162	2008	R.P. Lavin	—	—	—	—	—	—	—	—	↗
163	2008	J.W. Owens Retired Chairman CEO	—	—	—	—	—	—	—	—	↗
164	2008	D.B. Burritt Retired Vice President CFO	—	—	—	—	—	—	—	—	↗
165	2008	E.J. Rapp Group President CFO	—	—	—	—	—	—	—	—	↗
166	2008	G.R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
167	2008	S.H. Wunning Group President	—	—	—	—	—	—	—	—	↗
168	2007	2007 Summary Compensation Table Name and Principal Position	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	2.0K	200.00%	↗
169	2007	G.R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
170	2007	G.R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
171	2007	S.L. Levenick Group President	—	—	—	—	—	—	—	—	↗
172	2007	D.B. Burritt Vice President CFO	—	—	—	—	—	—	—	—	↗
173	2007	S.H. Wunning Group President	—	—	—	—	—	—	—	—	↗
174	2007	D.R. Oberhelman Group President	—	—	—	—	—	—	—	—	↗
175	2007	J.W. Owens Chairman CEO	—	—	—	—	—	—	—	—	↗
176	2007	G.L. Shaheen Group President	—	—	—	—	—	—	—	—	↗
177	2007	J .W. Owens Chairman CEO	—	—	—	—	—	—	—	—	↗
178	2006	J.W. Owens Chairman CEO	1.35M	300.0K	—	7.03M	3.72M	243.1K	14.82M	47.44%	↗
179	2006	G.R. Vittecoq Group President	754.0K	114.9K	—	2.23M	1.71M	40.2K	6.38M	34.92%	↗
180	2006	G.L. Shaheen Group President	721.2K	135.0K	—	2.23M	1.63M	99.4K	5.37M	41.43%	↗
181	2006	S.H. Wunning Group President	657.7K	130.0K	—	2.23M	1.50M	78.7K	5.22M	42.69%	↗
182	2006	D.R. Oberhelman Group President	721.2K	183.0K	16.1K	1.08M	1.63M	122.2K	4.33M	25.35%	↗
183	2006	S.L. Levenick Group President	641.3K	120.0K	16.1K	1.08M	1.44M	83.1K	3.87M	28.27%	↗
184	2006	D.B. Burritt Vice President CFO	405.8K	40.0K	—	328.1K	861.8K	56.0K	1.97M	16.68%	↗
185	2006	D.R. Oberhelman Group President	—	—	—	—	—	—	—	—	↗
186	2006	J .W. Owens Chairman CEO	—	—	—	—	—	—	—	—	↗
187	2006	D.B. Burritt Vice President CFO	—	—	—	—	—	—	—	—	↗
188	2006	S.H. Wunning Group President	—	—	—	—	—	—	—	—	↗
189	2006	G.R. Vittecoq Group President	—	—	—	—	—	—	—	—	↗
190	2006	G.L. Shaheen Group President	—	—	—	—	—	—	—	—	↗
191	2006	S.L. Levenick Group President	—	—	—	—	—	—	—	—	↗
192	2005	D.R. Oberhelman Group President	1.16M	—	—	—	—	153.6K	1.31M	0.00%	↗
193	2005	S.H. Wunning Group President	695.0K	83.0K	—	—	—	85.5K	863.5K	0.00%	↗
194	2005	G.R. Vittecoq Group President	677.5K	5.0K	—	—	—	74.2K	756.7K	0.00%	↗
195	2005	G.L. Shaheen Group President	580.0K	—	—	—	—	52.4K	632.4K	0.00%	↗
196	2005	2005 Summary Compensation Table Name and Principal Position	2.0K	2.0K	—	2.0K	—	2.0K	6.0K	33.33%	↗
197	2004	J. W. Owens Chairman and CEO	1.03M	1.61M	—	230.0K	—	101.3K	2.74M	8.38%	↗
198	2004	G. R. Vittecoq Group President	779.6K	887.3K	—	63.0K	—	31.1K	1.70M	3.71%	↗
199	2004	D. R. Oberhelman Group President	604.7K	726.3K	237.8K	70.0K	—	66.8K	1.64M	18.82%	↗
200	2004	G. L. Shaheen Group President	686.0K	843.7K	—	70.0K	—	80.5K	1.61M	4.35%	↗
201	2004	S. H. Wunning Group President	549.5K	625.4K	—	63.0K	—	54.5K	1.23M	5.12%	↗
202	2004	D.R. Oberhelman Group President	1.03M	—	—	—	—	89.0K	1.12M	0.00%	↗
203	2004	S. L. Levenick Group President	497.3K	547.2K	—	63.0K	—	29.8K	1.07M	5.86%	↗
204	2004	S.H. Wunning Group President	686.0K	63.0K	—	—	—	68.2K	817.2K	0.00%	↗
205	2004	G. A. Barton Retired Chairman and CEO	105.0K	539.0K	—	—	—	104.0K	748.0K	0.00%	↗
206	2004	G.R. Vittecoq Group President	604.7K	38.0K	—	—	—	54.5K	697.3K	0.00%	↗
207	2004	G.L. Shaheen Group President	497.3K	—	—	—	—	17.5K	514.8K	0.00%	↗
208	2003	G. A. Barton Retired Chairman and CEO	1.25M	1.69M	—	250.0K	—	130.1K	3.07M	8.15%	↗
209	2003	G. A. Barton Chairman and CEO	1.25M	1.63M	—	250.0K	—	130.1K	3.01M	8.31%	↗
210	2003	V. H. Baumgartner Group President	868.7K	822.8K	—	70.0K	—	40.6K	1.73M	4.04%	↗
211	2003	J. W. Owens Chairman and CEO	695.0K	681.4K	—	70.0K	—	64.5K	1.44M	4.86%	↗
212	2003	J. W. Owens Group President	695.0K	658.4K	—	70.0K	—	64.5K	1.42M	4.94%	↗
213	2003	R. L. Thompson Group President	689.2K	652.9K	—	70.0K	—	64.2K	1.41M	4.98%	↗
214	2003	G. L. Shaheen Group President	649.0K	655.0K	—	70.0K	—	61.5K	1.37M	5.13%	↗
215	2003	D. R. Oberhelman Group President	537.3K	509.2K	—	70.0K	—	49.2K	1.10M	6.39%	↗
216	2003	G. R. Vittecoq Group President	571.7K	449.8K	44.8K	27.0K	—	27.2K	1.09M	6.56%	↗
217	2003	S. H. Wunning Group President	399.0K	358.9K	—	27.0K	—	36.6K	794.5K	3.40%	↗
218	2003	S. L. Levenick Group President	389.0K	345.5K	—	27.0K	—	41.1K	775.6K	3.48%	↗
219	2003	D.R. Oberhelman Group President	695.0K	23.0K	—	—	—	52.5K	770.5K	0.00%	↗
220	2003	S.H. Wunning Group President	649.0K	40.0K	—	—	—	49.5K	738.5K	0.00%	↗
221	2003	G.R. Vittecoq Group President	537.3K	—	—	—	—	37.2K	574.6K	0.00%	↗
222	2003	G.L. Shaheen Group President	389.0K	—	—	—	—	29.5K	418.5K	0.00%	↗
223	2002	G. A. Barton Retired Chairman and CEO	1.18M	917.9K	—	190.0K	—	56.4K	2.15M	8.84%	↗
224	2002	G. A. Barton Chairman and CEO	1.18M	917.9K	—	190.0K	—	56.4K	2.15M	8.84%	↗
225	2002	V. H. Baumgartner Group President	712.6K	404.9K	—	61.0K	—	23.8K	1.14M	5.34%	↗
226	2002	J. W. Owens Group President	670.0K	380.6K	—	61.0K	—	22.8K	1.07M	5.68%	↗
227	2002	J. W. Owens Chairman and CEO	670.0K	380.6K	—	61.0K	—	22.8K	1.07M	5.68%	↗
228	2002	R. L. Thompson Group President	670.0K	380.6K	—	61.0K	—	20.1K	1.07M	5.70%	↗
229	2002	G. L. Shaheen Group President	590.5K	375.5K	—	61.0K	—	24.0K	990.0K	6.16%	↗
230	2002	G. R. Vittecoq Group President	467.1K	371.9K	—	27.0K	—	14.7K	853.7K	3.16%	↗
231	2002	D. R. Oberhelman Group President	498.0K	282.9K	—	61.0K	—	19.5K	800.5K	7.62%	↗
232	2002	S. L. Levenick Group President	353.8K	347.9K	—	27.0K	—	13.5K	715.1K	3.78%	↗
233	2002	S. H. Wunning Group President	365.5K	210.7K	—	30.0K	—	14.7K	590.9K	5.08%	↗
234	2001	G. A. Barton Chairman and CEO	1.08M	1.19M	421.4K	160.0K	—	51.6K	2.74M	21.25%	↗
235	2001	G. S. Flaherty Group President	696.2K	609.1K	—	54.0K	—	31.1K	1.34M	4.04%	↗
236	2001	J. W. Owens Group President	645.0K	600.9K	—	54.0K	—	25.8K	1.27M	4.25%	↗
237	2001	R. L. Thompson Group President	645.0K	565.9K	—	54.0K	—	19.4K	1.23M	4.39%	↗
238	2001	G. L. Shaheen Group President	553.8K	488.2K	—	54.0K	—	22.2K	1.06M	5.07%	↗
239	2001	V. H. Baumgartner Group President	549.2K	478.2K	—	54.0K	—	26.4K	1.05M	5.12%	↗
240	2001	D. R. Oberhelman Group President	407.1K	414.7K	147.5K	24.0K	—	7.2K	976.4K	17.56%	↗
241	2000	G. A. Barton Chairman and CEO	967.5K	780.0K	—	160.0K	—	46.4K	1.79M	8.92%	↗
242	2000	G. S. Flaherty Group President	657.5K	418.1K	—	54.0K	—	31.6K	1.11M	4.88%	↗
243	2000	J. W. Owens Group President	600.0K	383.8K	—	54.0K	—	24.0K	1.01M	5.36%	↗
244	2000	R. L. Thompson Group President	600.0K	383.8K	—	54.0K	—	18.0K	1.00M	5.39%	↗
245	2000	G. L. Shaheen Group President	520.0K	324.5K	—	54.0K	—	20.8K	865.3K	6.24%	↗
246	2000	. H. Baumgartner Group President	506.8K	306.9K	—	24.0K	—	24.3K	838.0K	2.86%	↗
247	2000	V. H. Baumgartner Group President	506.8K	306.9K	—	24.0K	—	24.3K	838.0K	2.86%	↗
248	2000	D. R. Oberhelman Group President	365.0K	278.4K	—	24.0K	—	5.5K	648.9K	3.70%	↗
249	1999	G. A. Barton Chairman and CEO	935.0K	441.3K	—	150.0K	—	44.9K	1.42M	10.55%	↗
250	1999	G. S. Flaherty Group President	645.0K	228.3K	—	50.0K	—	31.0K	904.3K	5.53%	↗
251	1999	J. W. Owens Group President	585.0K	207.1K	—	50.0K	—	23.4K	815.5K	6.13%	↗
252	1999	R. L. Thompson Group President	585.0K	207.1K	—	50.0K	—	17.6K	809.6K	6.18%	↗
253	1999	. H. Baumgartner Group President	488.0K	175.1K	—	21.0K	—	21.5K	684.7K	3.07%	↗
254	1999	V. H. Baumgartner Group President	488.0K	175.1K	—	21.0K	—	21.5K	684.7K	3.07%	↗
255	1999	G. L. Shaheen Group President	480.0K	169.9K	—	50.0K	—	19.5K	669.4K	7.47%	↗
256	1999	D. R. Oberhelman Group President	355.0K	252.8K	—	21.0K	—	9.8K	617.6K	3.40%	↗
257	1999	D. V. Fites Retired Chairman and CEO	125.0K	60.1K	—	—	—	26.5K	211.6K	0.00%	↗
258	1999	1999 Summary Compensation Table Name and Principal Position	2.0K	2.0K	—	2.0K	—	2.0K	6.0K	33.33%	↗
259	1998	D. V. Fites Retired Chairman and CEO	1.35M	972.0K	—	200.0K	—	64.8K	2.39M	8.38%	↗
260	1998	G. A. Barton Chairman and CEO	562.5K	409.5K	—	50.0K	—	27.0K	999.0K	5.00%	↗
261	1998	G. S. Flaherty Group President	545.0K	294.3K	—	50.0K	—	21.4K	860.7K	5.81%	↗
262	1998	. H. Baumgartner Group President	522.2K	267.1K	—	21.0K	—	22.8K	812.0K	2.59%	↗
263	1998	J. W. Owens Group President	485.0K	261.9K	—	50.0K	—	17.2K	764.2K	6.54%	↗
264	1998	R. L. Thompson Group President	485.0K	261.9K	—	50.0K	—	14.5K	761.5K	6.57%	↗
265	1998	G. L. Shaheen Group President	325.8K	197.7K	—	21.0K	—	1.4K	524.9K	4.00%	↗
266	1997	D. V. Fites Retired Chairman and CEO	1.25M	1.28M	—	150.0K	—	56.7K	2.59M	5.80%	↗
267	1997	G. A. Barton Chairman and CEO	500.0K	384.0K	—	50.0K	—	24.0K	908.0K	5.51%	↗
268	1997	G. S. Flaherty Group President	500.0K	384.0K	—	50.0K	—	20.7K	904.7K	5.53%	↗
269	1997	R. L. Thompson Group President	430.0K	330.2K	—	50.0K	—	12.9K	773.1K	6.47%	↗
270	1997	J. W. Owens Group President	430.0K	330.2K	—	50.0K	—	12.0K	772.3K	6.47%	↗
271	1997	G. L. Shaheen Group President	275.0K	217.0K	—	21.0K	—	—	492.0K	4.27%	↗

CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)

Filing date	Form type	Filing
2026-04-30	DEFA14A	↗
2026-04-30	DEF 14A	↗

Recent SEC filings

Filing date	Form type	Filing
2026-05-07	4	↗
2026-05-07	4	↗
2026-05-07	4	↗
2026-05-06	4	↗
2026-05-06	4	↗
2026-05-06	10-Q	↗
2026-05-05	4	↗
2026-05-05	4	↗
2026-05-05	144	↗
2026-05-04	3	↗

Executive team

Name	Title	Compensation	Gender
D. James Umpleby	Executive Chairman of the Board	7M	male
Joseph E. Creed	Chairman & CEO	3M	male
Kyle J. Epley	Chief Financial Officer	3M	male
Andrew R. J. Bonfield	Advisor	3M	male
Denise C. Johnson	Group President of Resource Industries	3M	female
Bob De Lange	Group President of Services, Distribution & Digital	2M	male
Matthew R. Jones	Chief Audit Officer	—	male
Alex Kapper	Vice President of Investor Relations	—	—
William E. Schaupp	Vice President & Chief Accounting Officer	—	male
Christine Pambianchi	Chief Human Resources Officer	—	female
Derek Owens	Chief Legal Officer & General Counsel	—	male
Erick W. Lee	Chief Compliance Officer	—	—

ESG Rating

B-

AGRICULTURAL - MACHINERY

2010

E (Environmental)

55.6 / 69.7

Company / Sector avg.

S (Social)

47.0 / 74.2

Company / Sector avg.

G (Governance)

59.5 / 65.0

Company / Sector avg.

ESG Total

54.0 / 69.6

Company / Sector avg.

ESG Score History AGRICULTURAL - MACHINERY

Benchmark vs Sector

Political Trading Activity (25M)

Senate Trading Activity

Transaction Date	Disclosed	Senator	State	Owner	Type	Amount	Link
2026-01-29	2026-02-15	John Boozman	AR	Joint	Purchase	$1,001 - $15,000	↗
2025-12-29	2026-01-16	Markwayne Mullin	OK	Joint	Purchase	$15,001 - $50,000	↗
2023-10-03	2023-11-01	Markwayne Mullin	OK	Joint	Purchase	$1,001 - $15,000	↗
2023-09-13	2023-10-12	Markwayne Mullin	OK	Joint	Purchase	$15,001 - $50,000	↗
2022-06-23	2022-07-20	Deb Fischer	NE	Joint	Sale (Full)	$50,001 - $100,000	↗
2020-07-13	2020-07-31	Ron Wyden	OR	Spouse	Sale (Full)	$50,001 - $100,000	↗
2020-06-05	2020-07-02	Ron Wyden	OR	Spouse	Purchase	$15,001 - $50,000	↗
2020-04-16	2021-05-02	David Perdue	—	Joint	Sale (Full)	$1,001 - $15,000	↗
2020-04-14	2020-05-01	Kelly Loeffler	GA	Self	Sale (Full)	$100,001 - $250,000	↗
2020-04-07	2020-05-01	Kelly Loeffler	GA	Spouse	Purchase	$15,001 - $50,000	↗
2020-04-06	2020-05-05	Ron Wyden	OR	Spouse	Purchase	$15,001 - $50,000	↗
2020-02-14	2020-03-12	Kelly Loeffler	GA	Spouse	Sale (Partial)	$1,001 - $15,000	↗
2020-02-14	2020-05-01	Kelly Loeffler	GA	Spouse	Sale (Full)	$1,001 - $15,000	↗
2018-10-24	2018-11-08	David Perdue	—	Joint	Purchase	$1,001 - $15,000	↗
2018-08-03	2018-08-24	John Hoeven	ND	Self	Purchase	$50,001 - $100,000	↗
2018-03-05	2018-03-13	John Hoeven	ND	Self	Purchase	$50,001 - $100,000	↗
2017-06-05	2017-07-20	Tammy Duckworth	IL	Joint	Sale (Full)	$1,001 - $15,000	↗
2017-05-10	2017-06-14	Tammy Duckworth	IL	Joint	Sale (Full)	$1,001 - $15,000	↗
2016-12-16	2016-12-20	John Hoeven	ND	Self	Sale (Full)	$100,001 - $250,000	↗
2016-08-15	2016-09-09	Sheldon Whitehouse	RI	Joint	Sale (Full)	$15,001 - $50,000	↗

House Trading Activity

Transaction Date	Disclosed	Representative	District	Owner	Type	Amount	Link
2026-03-31	2026-05-01	Jared Moskowitz	FL23	—	Sale	$1,001 - $15,000	↗
2025-11-18	2025-12-15	Gilbert Cisneros	CA31	—	Purchase	$1,001 - $15,000	↗
2025-10-27	2025-11-14	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2025-10-23	2025-11-14	Ro Khanna	CA17	Spouse	Sale	$1,001 - $15,000	↗
2025-10-17	2025-11-18	Gilbert Cisneros	CA31	—	Purchase	$1,001 - $15,000	↗
2025-08-04	2025-09-12	Ro Khanna	CA17	—	Purchase	$1,001 - $15,000	↗
2025-07-24	2025-08-08	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2025-07-02	2025-08-08	Ro Khanna	CA17	—	Sale	$1,001 - $15,000	↗
2025-05-15	2025-06-02	Rob Bresnahan	PA08	—	Purchase	$1,001 - $15,000	↗
2025-05-12	2025-06-23	Jefferson Shreve	IN06	—	Sale	$15,001 - $50,000	↗
2025-05-05	2025-05-07	Marjorie Taylor Greene	GA14	—	Purchase	$1,001 - $15,000	↗
2025-04-21	2025-05-13	Bruce Westerman	AR04	—	Sale	$1,001 - $15,000	↗
2025-04-17	2025-05-09	Jefferson Shreve	IN06	—	Purchase	$15,001 - $50,000	↗
2025-04-08	2025-05-08	Rob Bresnahan	PA08	—	Sale (Full)	$1,001 - $15,000	↗
2025-04-08	2025-05-13	Bruce Westerman	AR04	—	Purchase	$1,001 - $15,000	↗
2025-04-07	2025-05-12	Jared Moskowitz	FL23	—	Purchase	$1,001 - $15,000	↗
2025-04-04	2025-04-08	Marjorie Taylor Greene	GA14	—	Purchase	$1,001 - $15,000	↗
2025-03-17	2025-03-20	Marjorie Taylor Greene	GA14	—	Purchase	$1,001 - $15,000	↗
2025-03-13	2025-04-14	Jefferson Shreve	IN06	—	Sale	$15,001 - $50,000	↗
2025-03-03	2025-04-17	Bruce Westerman	AR04	—	Purchase	$1,001 - $15,000	↗

Market share among peers

Peer comparison — filtered group (TTM)

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Caterpillar Inc. (CAT)

Index membership

Revenue flow

Revenue by geography

Revenue by segment

Revenue composition

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Owner Earnings

Ownership Overview

Institutional Activity (13F)

Insider Activity

Executive team

Executive compensation

Proxy statements

Recent SEC filings

Executive team

Community Opinion for CAT

Short-term intention

Target Price Distribution

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

Caterpillar Inc. (CAT)

Index membership

Revenue flow

Revenue by geography

Revenue by segment

Revenue composition

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Owner Earnings

Ownership Overview

Institutional Activity (13F)

Insider Activity

Executive team

Executive compensation

Proxy statements

Recent SEC filings

Executive team

Community Opinion for CAT

Short-term intention

Target Price Distribution

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits

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