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CBL & Associates Properties, Inc. (CBL)

USD52.24 +0.54 (+1.03%)
US NYSE S&P 500 Real Estate REIT - Retail
Address CBL Center, 2030 Hamilton Place Blvd. 37421-6000
Chattanooga, TN, US
CEO Stephen D. Lebovitz
IPO 2021-11-01
CIK 910612 ISIN US1248308785

Explore sections of this company profile

Also trades on New York Stock Exchange · CBL (USD) Other OTC · CBLEQ (USD)
Description

CBL & Associates Properties, Inc. owns and manages a national portfolio of market-dominant properties located in dynamic and growing communities. CBL’s owned and managed portfolio is comprised of 88 properties totaling 55.6 million square feet across 23 states, including 56 high-quality enclosed malls, outlet centers and lifestyle retail centers as well as more than 25 open-air centers and other assets. CBL seeks to continuously strengthen its company and portfolio through active management, aggressive leasing and profitable reinvestment in its properties. CBL & Associates Properties, Inc. is headquartered in Chattanooga, TN. CBL & Associates Properties, Inc. was incorporated in 1978 in Delaware, USA.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1988-12-22 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD52.24 +0.54 (+1.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
253.9K
Beta
1.46
Float Shares
24.08M
Free Float %
77.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.32% +3.90% +11.20% +32.87% +43.82% +25.86% +84.07% +114.81% +55.23% +55.23% +55.23%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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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 (22 ratings, all time) Hold
Price Targets & DCF
Current price
52.24
DCF (Unlevered) 55.60 +6.4%

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

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.76
Distress
Piotroski F-Score
8 / 9
Strong
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
1 / 5
Low
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +12.2% Q1'26: +3.0% (vs Q1'25)
  • EPS growth
    +132.1% Q1'26: +448.1% (vs Q1'25)
  • FCF margin
    Q1'26: +36.3% (vs Q1'25)
  • EBIT margin
    Q1'26: +58.3% (vs Q1'25)
  • ROIC
    Q1'26: +15.6% (vs Q1'25)
  • Share dilution
    -0.4% Q1'26: -0.1% (vs Q1'25)
  • Debt / EBITDA
    4.56× Q1'26: 4.22× (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 (1.46) × ERP
WACC = 40% × Ke + 60% × Kd (8.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 55.60 Current price: 52.24
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 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2008
actual
Dec 2009
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 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Revenue
907.46M
est: 796.58M (+13.9%)
1.00B
est: 1.10B (-9.3%)
1.04B
est: 1.42B (-26.9%)
1.14B
est: 1.72B (-33.7%)
1.09B
est: 1.44B (-24.4%)
1.07B
est: 438.10M (+143.6%)
1.08B
est: 1.84B (-41.3%)
1.06B
est: 7.58B (-86.1%)
1.06B
est: 1.01B (+4.6%)
1.06B
est: 867.39M (+21.6%)
1.03B
est: 1.18B (-13.2%)
927.25M
est: 1.63B (-43.3%)
858.56M
est: 82.55M (+940.1%)
575.86M
est: 185.69M (+210.1%)
576.88M
est: 194.67M (+196.3%)
563.01M
est: 195.32M (+188.2%)
535.29M
est: 535.90M (-0.1%)
515.56M
est: 511.00M (+0.9%)
578.37M
est: 549.00M (+5.4%)
EBITDA
676.00M
est: 88.83M (+661.0%)
681.63M
est: 107.71M (+532.8%)
688.42M
est: 129.08M (+433.3%)
726.89M
est: 390.27M (+86.3%)
598.77M
est: 298.00M (+100.9%)
701.29M
est: 152.46M (+360.0%)
705.43M
est: 1.07B (-34.0%)
631.73M
est: 4.40B (-85.7%)
822.41M
est: 589.53M (+39.5%)
774.61M
est: 504.09M (+53.7%)
702.04M
est: 112.40M (+524.6%)
680.00M
est: 950.15M (-28.4%)
404.66M
est: 47.97M (+743.5%)
67.25M
est: 107.92M (-37.7%)
-167.97M
est: 113.13M (-248.5%)
377.22M
est: 113.51M (+232.3%)
367.92M
est: 311.44M (+18.1%)
353.85M
est: 263.29M (+34.4%)
476.42M
est: 282.87M (+68.4%)
EBIT
486.79M
est: 121.62M (+300.3%)
443.77M
est: 131.70M (+237.0%)
436.33M
est: 201.71M (+116.3%)
384.14M
est: 195.77M (+96.2%)
285.66M
est: 313.97M (-9.0%)
424.92M
est: 102.35M (+315.2%)
436.79M
est: 357.93M (+22.0%)
346.18M
est: 1.48B (-76.5%)
531.14M
est: 197.52M (+168.9%)
475.54M
est: 168.89M (+181.6%)
409.34M
est: 58.02M (+605.5%)
380.91M
est: 318.34M (+19.7%)
119.26M
est: 16.07M (+642.0%)
-147.78M
est: 36.16M (-508.7%)
-376.05M
est: 37.90M (-1,092.1%)
120.91M
est: 38.03M (+217.9%)
177.42M
est: 104.35M (+70.0%)
213.26M
est: 86.48M (+146.6%)
311.27M
est: 92.91M (+235.0%)
Net Income
161.66M
est: 34.11M (+373.9%)
106.34M
est: 42.21M (+151.9%)
81.59M
est: 26.31M (+210.2%)
25.98M
est: -10.58M (+345.6%)
-15.09M
est: -147.19M (+89.7%)
133.94M
est: 59.92M (+123.5%)
130.66M
est: 22.14M (+490.2%)
84.06M
est: 26.32M (+219.4%)
174.53M
est: 20.13M (+767.2%)
167.07M
est: 27.87M (+499.6%)
172.44M
est: 39.50M (+336.5%)
126.12M
est: 16.87M (+647.4%)
-78.57M
est: 11.30M (-795.2%)
-404.09M
est: -15.64M (-2,484.4%)
-622.17M
est: -15.95M (-3,801.9%)
-93.48M
est: -15.79M (-492.0%)
6.55M
est: -17.34M (+137.8%)
58.97M
est: 32.69M (+80.4%)
135.97M
est: 28.37M (+379.2%)
SGA
est: 159.72M (-100.0%)
est: 166.44M (-100.0%)
est: 207.75M (-100.0%)
est: 397.36M (-100.0%)
est: 389.35M (-100.0%)
est: 62.16M (-100.0%)
est: 203.32M (-100.0%)
est: 838.00M (-100.0%)
est: 112.20M (-100.0%)
est: 95.94M (-100.0%)
est: 50.89M (-100.0%)
est: 180.83M (-100.0%)
est: 9.13M (-100.0%)
est: 20.54M (-100.0%)
est: 21.53M (-100.0%)
est: 21.60M (-100.0%)
est: 59.27M (-100.0%)
EPS
est: 1.47 (-100.0%)
1.84
est: 1.63 (+12.9%)
1.36
est: 1.49 (-8.7%)
0.44
est: 1.05 (-58.1%)
-0.14
est: -0.09 (-64.7%)
0.90
est: 0.63 (+44.0%)
0.85
est: 0.72 (+18.9%)
0.51
est: 0.85 (-40.0%)
1.20
est: 0.65 (+84.6%)
0.40
est: 0.90 (-55.6%)
0.88
est: 0.80 (+10.7%)
0.52
est: 0.55 (-4.6%)
-0.83
est: 0.37 (-327.4%)
-1.76
est: -0.51 (-248.5%)
-29.95
est: -0.52 (-5,715.5%)
-3.20
est: -0.51 (-527.5%)
0.17
est: -0.56 (+130.4%)
1.87
est: 1.06 (+76.4%)
4.41
est: 0.92 (+379.3%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-08 B 3/5 1/5 5/5 5/5 1/5 4/5 1/5
2026-05-07 B 3/5 1/5 5/5 5/5 1/5 3/5 1/5
2026-05-06 B 3/5 1/5 5/5 5/5 1/5 3/5 1/5
2026-05-05 B 3/5 1/5 5/5 5/5 1/5 3/5 1/5
2026-05-04 B 3/5 1/5 5/5 5/5 1/5 3/5 1/5
2026-05-01 B 3/5 1/5 5/5 5/5 1/5 4/5 1/5
2026-04-30 B 3/5 1/5 5/5 5/5 1/5 4/5 1/5
2026-04-29 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-28 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-27 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-24 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-23 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-22 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-21 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-20 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-17 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-16 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5
2026-04-15 B+ 3/5 1/5 5/5 5/5 1/5 4/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
378.02M
OE per share TTM
12.19
Owner's Yield
26.45%
Maintenance CapEx ratio
16.90%
Maint CapEx / Avg PPE
187.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
43
Total invested
25.70M
Insider transactions (90d)
0
Beneficial owners (>5%)
33
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Canyon Capital Advisors LLC 8.40M 26.50% 8.40M 8.40M IA Delaware 2022-03-02
2 Joshua S. Friedman 8.40M 26.50% 8.40M 8.40M IN United States 2022-03-02
3 Mitchell R. Julis 8.40M 26.50% 8.40M 8.40M IN United States 2022-03-02
4 OCM Xb CBL-E Holdings, LLC 2.98M 9.70% 2.98M 2.98M OO Delaware 2024-12-09
5 Oaktree Capital Group Holdings, GP LLC 2.98M 9.70% 2.98M 2.98M OO Delaware 2024-12-09
6 Oaktree Capital Holdings, LLC 2.98M 9.70% 2.98M 2.98M OO Delaware 2024-12-09
7 HOWARD AMSTER 2.33M 7.26% 2.4K 2.33M 2.4K IN 2023-03-14
8 Strategic Value Partners, LLC 1.99M 6.30% 1.99M 1.99M IA, OO 2024-09-20
9 Victor Khosla 1.99M 6.30% 1.99M 1.99M IN 2024-09-20
10 (1) BlackRock, Inc. 1.78M 5.60% 1.74M 1.78M HC Delaware 2023-02-03
11 The Vanguard Group - 23-1945930 1.68M 5.29% 20.0K IA Pennsylvania 2023-02-09
12 OFM II, L.P. 1.30M 4.12% 1.30M 1.30M PN 2022-02-08
13 Cetus Capital VI, L.P. 1.12M 3.56% 1.12M 1.12M PN 2022-02-08
14 SVP Special Situations V LLC 830.1K 2.60% 830.1K 830.1K OO 2024-09-20
15 SVP Special Situations IV LLC 640.9K 2.00% 640.9K 640.9K OO 2024-09-20
16 SVP Capital Solutions LLC (fka SVP Dislocation LLC) 583.4K 1.80% 583.4K 11.00 OO 2022-09-01
17 Strategic Value Special Situations Offshore Fund V, L.P. 520.8K 1.70% 520.8K 520.8K PN 2024-09-20
18 Strategic Value Special Situations Offshore Fund IV, L.P. 460.0K 1.50% 460.0K 460.0K PN 2024-09-20
19 SVP Capital Solutions LLC 357.9K 1.10% 357.9K 357.9K OO 2024-09-20
20 Strategic Value Special Situations Master Fund IV, L.P. 353.0K 1.80% 353.0K 353.0K PN Delaware 2021-12-10
21 Strategic Value Special Situations Fund V, L.P. 301.1K 1.00% 301.1K 301.1K PN 2024-09-20
22 Strategic Value Capital Solutions Offshore Fund, L.P. 251.1K 0.80% 251.1K 251.1K PN 2024-09-20
23 Strategic Value Dislocation Master Fund, L.P. 194.5K 1.00% 194.5K 194.5K PN Delaware 2021-12-10
24 Strategic Value Special Situations Fund IV, L.P. 180.9K 0.60% 180.9K 180.9K PN 2024-09-20
25 Littlejohn Opportunities Master Fund LP 166.4K 0.53% 166.4K 166.4K PN 2022-02-08
26 Strategic Value Capital Solutions Fund, L.P. 85.2K 0.30% 85.2K 85.2K PN 2024-09-20
27 SVP Special Situations III-A LLC 78.9K 0.30% 78.9K 78.9K OO 2024-09-20
28 Strategic Value Opportunities Fund, L.P. 78.9K 0.30% 78.9K 78.9K PN 2024-09-20
29 SVP Excelsior Management LLC 78.8K 0.30% 78.8K 78.8K OO 2024-09-20
30 Strategic Value Excelsior Fund, L.P. 78.8K 0.30% 78.8K 78.8K PN 2024-09-20
31 VSS Fund, LP 30.5K 0.10% 30.5K 30.5K PN 2022-02-08
32 Strategic Value Sullivan Offshore Fund, L.P. 29.8K 0.10% 29.8K 29.8K PN 2024-09-20
33 Brookfield Asset Management ULC 0.00% OO Delaware 2024-12-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
43
-150 vs prev Q
New positions
6
Closed positions
154
Increased
21
Reduced
11
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 CANYON CAPITAL ADVISORS LLC 8.47M +— (+0.0%) 313.25M +54.4M (+21.0%) 27.90% +0.104 pp 41.18% +5.682 pp USD31.91 +16.0% 17 qtrs
2 OAKTREE CAPITAL MANAGEMENT LP 2.52M -487.6K (-16.2%) 93.15M +1.3M (+1.4%) 8.28% -1.587 pp 1.33% -0.039 pp USD32.04 +15.5% 17 qtrs
3 BLACKROCK, INC. 1.72M +101.5K (+6.3%) 63.69M +14.2M (+28.6%) 5.67% +0.354 pp 0.00% +0.000 pp USD26.29 +40.7% 6 qtrs
4 VANGUARD GROUP INC 1.69M -9.7K (-0.6%) 62.59M +10.6M (+20.3%) 5.58% -0.011 pp 0.00% +0.000 pp USD26.20 +41.2% 17 qtrs
5 TACONIC CAPITAL ADVISORS LP 595.7K -24.5K (-3.9%) 22.04M +3.1M (+16.2%) 1.96% -0.077 pp 10.85% +5.972 pp USD27.55 +34.3% 9 qtrs
6 STATE STREET CORP 486.9K +2.6K (+0.5%) 18.01M +3.2M (+21.6%) 1.60% +0.014 pp 0.00% +0.000 pp USD24.60 +50.4% 15 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 480.9K +3.5K (+0.7%) 17.80M +3.2M (+21.9%) 1.58% +0.017 pp 0.00% +0.000 pp USD25.18 +46.9% 15 qtrs
8 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 447.1K +6.3K (+1.4%) 16.54M +3.1M (+22.7%) 1.47% +0.023 pp 0.02% +0.003 pp USD23.58 +56.9% 7 qtrs
9 FIRST MANHATTAN CO. LLC. 367.9K +— (+0.0%) 13.61M +2.4M (+21.0%) 1.21% +0.005 pp 0.04% +0.006 pp USD26.47 +39.8% 17 qtrs
10 RENAISSANCE TECHNOLOGIES LLC 315.8K -5.4K (-1.7%) 11.68M +1.9M (+19.0%) 1.04% -0.014 pp 0.02% +0.005 pp USD24.70 +49.8% 15 qtrs
11 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 314.3K -53.7K (-14.6%) 11.63M +374.2K (+3.3%) 1.04% -0.173 pp 0.01% 0.000 pp USD25.09 +47.5% 9 qtrs
12 VALUEWORKS LLC 310.5K -1.3K (-0.4%) 11.49M +2.0M (+20.5%) 1.02% -0.003 pp 3.02% +0.249 pp USD32.67 +13.3% 16 qtrs
13 AQR CAPITAL MANAGEMENT LLC 290.1K +51.7K (+21.7%) 10.73M +3.4M (+47.2%) 0.95% +0.171 pp 0.01% +0.001 pp USD28.84 +28.3% 8 qtrs
14 GOLDMAN SACHS GROUP INC 256.2K -29.2K (-10.2%) 9.48M +752.5K (+8.6%) 0.84% -0.093 pp 0.00% +0.000 pp USD27.85 +32.9% 16 qtrs
15 CAPTION MANAGEMENT, LLC 246.7K -47.9K (-16.2%) 9.13M +120.7K (+1.3%) 0.81% -0.154 pp 0.06% -0.008 pp USD26.58 +39.2% 4 qtrs
16 ALLIANZ ASSET MANAGEMENT GMBH 232.2K +187.8K (+422.9%) 8.59M +7.2M (+532.7%) 0.76% +0.618 pp 0.01% +0.007 pp USD36.18 +2.3% 16 qtrs
17 BEVERLY HILLS PRIVATE WEALTH, LLC 213.2K +6.0K (+2.9%) 7.89M +1.6M (+24.5%) 0.70% +0.022 pp 1.33% +0.213 pp USD25.95 +42.6% 9 qtrs
18 MILLENNIUM MANAGEMENT LLC 180.7K +106.7K (+144.2%) 6.69M +4.4M (+195.5%) 0.60% +0.353 pp 0.00% +0.002 pp USD32.76 +12.9% 7 qtrs
19 DIMENSIONAL FUND ADVISORS LP 180.5K +6.7K (+3.8%) 6.68M +1.4M (+25.7%) 0.59% +0.023 pp 0.00% +0.000 pp USD25.92 +42.7% 12 qtrs
20 BANK OF NEW YORK MELLON CORP 175.8K +86.6K (+97.1%) 6.50M +3.8M (+138.5%) 0.58% +0.285 pp 0.00% +0.001 pp USD30.52 +21.2% 15 qtrs
21 JPMORGAN CHASE & CO 165.9K +27.0K (+19.5%) 6.14M +1.9M (+44.5%) 0.55% +0.090 pp 0.00% +0.000 pp USD29.56 +25.2% 17 qtrs
22 ALPHA WAVE GLOBAL, LP 163.5K +3.0K (+1.9%) 6.05M +1.1M (+23.3%) 0.54% +0.011 pp 0.74% +0.245 pp USD27.07 +36.7% 4 qtrs
23 NORTHERN TRUST CORP 158.3K -15.0K (-8.6%) 5.86M +558.6K (+10.5%) 0.52% -0.048 pp 0.00% +0.000 pp USD24.32 +52.1% 15 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 143.4K +7.3K (+5.3%) 5.31M +1.1M (+27.5%) 0.47% +0.025 pp 0.00% +0.000 pp USD23.87 +55.0% 15 qtrs
25 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 140.8K +23.3K (+19.8%) 5.21M +1.6M (+45.0%) 0.46% +0.077 pp 0.03% +0.008 pp USD29.69 +24.6% 4 qtrs
26 THRIVENT FINANCIAL FOR LUTHERANS 136.5K +2.9K (+2.1%) 5.05M +963.0K (+23.6%) 0.45% +0.010 pp 0.01% +0.001 pp USD31.41 +17.8% 17 qtrs
27 BNP PARIBAS ARBITRAGE, SNC 131.7K +11.7K (+9.8%) 4.87M +1.2M (+32.8%) 0.43% +0.040 pp 0.00% +0.000 pp USD30.13 +22.8% 5 qtrs
28 MORGAN STANLEY 125.7K -208.0 (-0.2%) 4.65M +800.4K (+20.8%) 0.41% +0.001 pp 0.00% +0.000 pp USD26.10 +41.8% 17 qtrs
29 EMMETT INVESTMENT MANAGEMENT, LP 125.8K +— (+0.0%) 4.65M +787.8K (+20.4%) 0.41% +0.002 pp 3.58% +0.732 pp USD25.68 +44.1% 3 qtrs
30 PEAK6 LLC 122.3K +122.3K (+100.0%) 4.53M +4.5M (+100.0%) 0.40% +0.403 pp 0.01% +0.008 pp USD37.00 +0.0% 1 qtrs NEW
31 ARBITER PARTNERS CAPITAL MANAGEMENT LLC 120.2K +23.7K (+24.5%) 4.45M +1.5M (+50.7%) 0.40% +0.078 pp 2.17% +0.405 pp USD31.84 +16.2% 2 qtrs
32 REDWOOD CAPITAL MANAGEMENT, LLC 117.6K +— (+0.0%) 4.35M +755.1K (+21.0%) 0.39% +0.001 pp 0.47% +0.117 pp USD31.62 +17.0% 17 qtrs
33 BANK OF AMERICA CORP /DE/ 105.9K +9.8K (+10.2%) 3.92M +980.6K (+33.4%) 0.35% +0.034 pp 0.00% +0.000 pp USD28.39 +30.3% 17 qtrs
34 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 99.2K +4.3K (+4.5%) 3.67M +767.3K (+26.4%) 0.33% +0.015 pp 0.01% +0.001 pp USD25.99 +42.4% 9 qtrs
35 QUBE RESEARCH & TECHNOLOGIES LTD 99.2K -61.3K (-38.2%) 3.67M -1.2M (-25.2%) 0.33% -0.201 pp 0.00% -0.001 pp USD26.11 +41.7% 6 qtrs
36 TUDOR INVESTMENT CORP ET AL 94.5K -11.9K (-11.2%) 3.50M +242.8K (+7.5%) 0.31% -0.039 pp 0.01% +0.001 pp USD26.17 +41.4% 6 qtrs
37 88.5K +88.5K (+100.0%) 3.27M +3.3M (+100.0%) 0.29% +0.292 pp 2.28% +2.284 pp USD37.00 +0.0% 1 qtrs NEW
38 BRIDGEWAY CAPITAL MANAGEMENT, LLC 87.0K -25.6K (-22.7%) 3.22M -224.5K (-6.5%) 0.29% -0.083 pp 0.07% -0.006 pp USD27.40 +35.0% 5 qtrs
39 BEACON POINTE ADVISORS, LLC 86.0K +— (+0.0%) 3.18M +552.0K (+21.0%) 0.28% +0.001 pp 0.02% +0.000 pp USD27.78 +33.2% 10 qtrs
40 JANE STREET GROUP, LLC 81.6K +21.1K (+34.9%) 3.02M +1.2M (+63.3%) 0.27% +0.070 pp 0.00% +0.000 pp USD32.24 +14.8% 8 qtrs
41 WELLS FARGO & COMPANY/MN 78.9K +66.2K (+520.2%) 2.92M +2.5M (+650.4%) 0.26% +0.218 pp 0.00% +0.001 pp USD35.06 +5.5% 17 qtrs
42 LSV ASSET MANAGEMENT 68.2K +— (+0.0%) 2.52M +437.0K (+20.9%) 0.22% +0.001 pp 0.01% +0.001 pp USD27.55 +34.3% 8 qtrs
43 PRUDENTIAL FINANCIAL INC 67.3K -1.4K (-2.1%) 2.49M +388.5K (+18.5%) 0.22% -0.004 pp 0.00% +0.001 pp USD29.98 +23.4% 5 qtrs
44 STATE OF WISCONSIN INVESTMENT BOARD 62.6K -1.2K (-1.8%) 2.32M +366.5K (+18.8%) 0.21% -0.004 pp 0.01% +0.001 pp USD27.89 +32.7% 6 qtrs
45 NUVEEN, LLC 61.4K +317.0 (+0.5%) 2.27M +404.1K (+21.6%) 0.20% +0.002 pp 0.00% +0.000 pp USD26.64 +38.9% 4 qtrs
46 UBS GROUP AG 60.9K +4.1K (+7.2%) 2.25M +515.4K (+29.7%) 0.20% +0.014 pp 0.00% +0.000 pp USD28.64 +29.2% 17 qtrs
47 SG AMERICAS SECURITIES, LLC 60.2K +55.0K (+1,058.6%) 2.23M +2.1M (+1,300.0%) 0.20% +0.181 pp 0.00% +0.002 pp USD36.16 +2.3% 6 qtrs
48 MARTINGALE ASSET MANAGEMENT L P 59.1K +7.6K (+14.8%) 2.19M +612.2K (+38.8%) 0.19% +0.025 pp 0.06% +0.016 pp USD28.99 +27.6% 4 qtrs
49 TEACHER RETIREMENT SYSTEM OF TEXAS 58.0K +10.0K (+21.0%) 2.15M +679.3K (+46.3%) 0.19% +0.033 pp 0.01% +0.002 pp USD29.65 +24.8% 5 qtrs
50 MACKENZIE FINANCIAL CORP 55.0K +3.4K (+6.7%) 2.04M +458.2K (+29.0%) 0.18% +0.012 pp 0.00% +0.001 pp USD26.12 +41.7% 3 qtrs
51 AMERIPRISE FINANCIAL INC 53.7K +39.4K (+274.9%) 1.99M +1.5M (+353.6%) 0.18% +0.130 pp 0.00% +0.000 pp USD34.40 +7.6% 4 qtrs
52 HRT FINANCIAL LP 52.1K +10.8K (+26.0%) 1.93M +663.0K (+52.5%) 0.17% +0.036 pp 0.01% +0.001 pp USD27.79 +33.1% 7 qtrs
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 49.2K +13.8K (+38.9%) 1.82M +736.2K (+68.0%) 0.16% +0.046 pp 0.00% +0.000 pp USD31.24 +18.4% 16 qtrs
54 UBS ASSET MANAGEMENT AMERICAS INC 48.7K +48.7K (+100.0%) 1.80M +1.8M (+100.0%) 0.16% +0.160 pp 0.00% +0.000 pp USD37.00 +0.0% 13 qtrs
55 PANAGORA ASSET MANAGEMENT INC 47.4K +47.4K (+100.0%) 1.75M +1.8M (+100.0%) 0.16% +0.156 pp 0.01% +0.006 pp USD37.00 +0.0% 1 qtrs NEW
56 D. E. SHAW & CO., INC. 47.3K +2.4K (+5.4%) 1.75M +377.0K (+27.5%) 0.16% +0.008 pp 0.00% +0.000 pp USD30.38 +21.8% 6 qtrs
57 BARCLAYS PLC 42.2K +6.1K (+16.9%) 1.56M +651.2K (+71.6%) 0.14% +0.021 pp 0.00% +0.000 pp USD27.29 +35.6% 16 qtrs
58 AM INVESTMENT STRATEGIES LLC 38.7K -14.0 (0.0%) 1.43M +248.0K (+20.9%) 0.13% +0.000 pp 0.30% +0.041 pp USD25.64 +44.3% 12 qtrs
59 RITHOLTZ WEALTH MANAGEMENT 37.8K +3.2K (+9.3%) 1.40M +341.7K (+32.3%) 0.12% +0.011 pp 0.03% +0.005 pp USD30.27 +22.2% 4 qtrs
60 INVESCO LTD. 37.1K -5.1K (-12.2%) 1.37M +81.3K (+6.3%) 0.12% -0.016 pp 0.00% +0.000 pp USD25.28 +46.4% 15 qtrs
61 CAMPBELL & CO INVESTMENT ADVISER LLC 36.5K +10.1K (+38.4%) 1.35M +544.3K (+67.4%) 0.12% +0.034 pp 0.06% +0.004 pp USD29.94 +23.6% 3 qtrs
62 TWO SIGMA INVESTMENTS, LP 36.4K -44.5K (-55.0%) 1.35M -1.1M (-45.5%) 0.12% -0.146 pp 0.00% -0.002 pp USD25.01 +47.9% 9 qtrs
63 HSBC HOLDINGS PLC 36.1K +27.4K (+317.9%) 1.32M +1.1M (+405.4%) 0.12% +0.091 pp 0.00% +0.001 pp USD34.89 +6.0% 6 qtrs
64 RHUMBLINE ADVISERS 35.6K -4.3K (-10.8%) 1.32M +97.0K (+8.0%) 0.12% -0.014 pp 0.00% +0.000 pp USD23.80 +55.5% 15 qtrs
65 RUSSELL INVESTMENTS GROUP, LTD. 35.3K +2.3K (+6.9%) 1.31M +296.5K (+29.4%) 0.12% +0.008 pp 0.00% +0.000 pp USD28.17 +31.3% 15 qtrs
66 OPPENHEIMER & CO INC 34.8K +2.9K (+9.1%) 1.29M +312.1K (+32.0%) 0.11% +0.010 pp 0.02% +0.006 pp USD31.11 +18.9% 2 qtrs
67 IEQ CAPITAL, LLC 33.8K +11.9K (+54.4%) 1.25M +580.5K (+86.8%) 0.11% +0.039 pp 0.00% +0.002 pp USD31.48 +17.5% 3 qtrs
68 MAN GROUP PLC 32.7K -1.9K (-5.6%) 1.21M +150.5K (+14.2%) 0.11% -0.006 pp 0.00% +0.000 pp USD25.75 +43.7% 12 qtrs
69 JANNEY MONTGOMERY SCOTT LLC 32.6K -351.0 (-1.1%) 1.21M +199.0K (+19.7%) 0.11% -0.001 pp 0.00% +0.000 pp USD30.58 +21.0% 2 qtrs
70 SWISS NATIONAL BANK 30.5K +1.0K (+3.4%) 1.13M +226.4K (+25.1%) 0.10% +0.003 pp 0.00% +0.000 pp USD24.21 +52.8% 15 qtrs
71 FRANKLIN RESOURCES INC 26.9K +839.0 (+3.2%) 995.6K +198.4K (+24.9%) 0.09% +0.003 pp 0.00% +0.000 pp USD26.85 +37.8% 4 qtrs
72 LOS ANGELES CAPITAL MANAGEMENT LLC 33.7K -28.5K (-45.9%) 986.5K -916.2K (-48.2%) 0.11% -0.094 pp 0.00% -0.003 pp USD25.33 +46.1% 6 qtrs
73 ALLIANCEBERNSTEIN L.P. 25.8K +— (+0.0%) 953.9K +165.5K (+21.0%) 0.09% +0.000 pp 0.00% +0.000 pp USD23.53 +57.2% 15 qtrs
74 VIRGINIA RETIREMENT SYSTEMS ET AL 24.7K +13.9K (+128.7%) 913.9K +583.6K (+176.7%) 0.08% +0.046 pp 0.01% +0.003 pp USD34.19 +8.2% 2 qtrs
75 NOMURA ASSET MANAGEMENT CO LTD 24.0K +— (+0.0%) 888.0K +154.1K (+21.0%) 0.08% +0.000 pp 0.00% +0.000 pp USD30.12 +22.8% 16 qtrs
76 FMR LLC 23.9K +6.5K (+37.0%) 883.1K +350.5K (+65.8%) 0.08% +0.021 pp 0.00% +0.000 pp USD29.59 +25.0% 17 qtrs
77 ASSET MANAGEMENT ONE CO., LTD. 21.9K +— (+0.0%) 818.3K +148.3K (+22.1%) 0.07% +0.000 pp 0.00% +0.000 pp USD31.01 +19.3% 16 qtrs
78 BAILARD, INC. 21.9K -5.8K (-20.9%) 810.3K -36.8K (-4.3%) 0.07% -0.019 pp 0.02% -0.001 pp USD26.40 +40.2% 4 qtrs
79 MEEDER ASSET MANAGEMENT INC 21.4K +— (+0.0%) 790.8K +137.2K (+21.0%) 0.07% +0.000 pp 0.04% +0.005 pp USD26.65 +38.8% 7 qtrs
80 EXODUSPOINT CAPITAL MANAGEMENT, LP 21.4K +777.0 (+3.8%) 790.5K +160.9K (+25.6%) 0.07% +0.003 pp 0.01% 0.000 pp USD26.98 +37.1% 6 qtrs
81 AVISE FINANCIAL COOPERATIVE, INC. 20.1K +20.1K (+100.0%) 744.8K +744.8K (+100.0%) 0.07% +0.066 pp 0.67% +0.671 pp USD37.00 +0.0% 1 qtrs NEW
82 PRINCIPAL FINANCIAL GROUP INC 20.1K +6.0K (+42.3%) 742.0K +311.2K (+72.2%) 0.07% +0.020 pp 0.00% +0.000 pp USD28.87 +28.2% 6 qtrs
83 SCHONFELD STRATEGIC ADVISORS LLC 18.2K +18.2K (+100.0%) 673.8K +673.8K (+100.0%) 0.06% +0.060 pp 0.00% +0.003 pp USD37.00 +0.0% 1 qtrs NEW
84 VESTCOR INC 18.1K +9.0K (+98.7%) 669.0K +391.0K (+140.6%) 0.06% +0.030 pp 0.02% +0.011 pp USD31.75 +16.5% 8 qtrs
85 CORSAIR CAPITAL MANAGEMENT, L.P. 17.2K +17.2K (+100.0%) 635.8K +635.8K (+100.0%) 0.06% +0.057 pp 0.10% +0.099 pp USD37.00 +0.0% 1 qtrs NEW
86 SIMPLEX TRADING, LLC 16.4K +16.4K (+100.0%) 607.0K +607.0K (+100.0%) 0.05% +0.054 pp 0.00% +0.000 pp USD37.00 +0.0% 1 qtrs NEW
87 SUMITOMO MITSUI TRUST HOLDINGS, INC. 15.9K -393.0 (-2.4%) 588.2K +90.0K (+18.1%) 0.05% -0.001 pp 0.00% +0.000 pp USD24.83 +49.0% 15 qtrs
88 MARINER, LLC 15.8K +5.2K (+48.4%) 586.5K +260.0K (+79.6%) 0.05% +0.017 pp 0.00% +0.000 pp USD32.67 +13.3% 2 qtrs
89 Y-INTERCEPT (HONG KONG) LTD 15.5K +15.5K (+100.0%) 575.2K +575.2K (+100.0%) 0.05% +0.051 pp 0.01% +0.013 pp USD37.00 +0.0% 1 qtrs NEW
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 15.4K -15.0 (-0.1%) 568.3K +98.1K (+20.9%) 0.05% +0.000 pp 0.00% +0.000 pp USD25.15 +47.1% 15 qtrs
91 VOYA INVESTMENT MANAGEMENT LLC 15.2K -14.9K (-49.6%) 560.6K -359.1K (-39.0%) 0.05% -0.049 pp 0.00% 0.000 pp USD26.89 +37.6% 15 qtrs
92 DEUTSCHE BANK AG\ 14.0K -35.5K (-71.7%) 518.5K -994.5K (-65.7%) 0.05% -0.116 pp 0.00% 0.000 pp USD26.09 +41.8% 17 qtrs
93 QUANTBOT TECHNOLOGIES LP 14.0K +6.3K (+81.8%) 516.9K +281.9K (+120.0%) 0.05% +0.021 pp 0.02% +0.011 pp USD31.27 +18.3% 15 qtrs
94 GUGGENHEIM CAPITAL LLC 13.8K -438.0 (-3.1%) 510.0K +75.1K (+17.3%) 0.05% -0.001 pp 0.00% +0.001 pp USD26.22 +41.1% 6 qtrs
95 POINT72 ASSET MANAGEMENT, L.P. 13.4K -23.9K (-64.0%) 497.1K -645.5K (-56.5%) 0.04% -0.079 pp 0.00% -0.001 pp USD27.97 +32.3% 3 qtrs
96 LEGAL & GENERAL GROUP PLC 13.4K -2.2K (-14.0%) 494.8K +19.1K (+4.0%) 0.04% -0.007 pp 0.00% +0.000 pp USD24.29 +52.3% 15 qtrs
97 CITADEL ADVISORS LLC 13.0K +2.1K (+19.3%) 481.0K +147.7K (+44.3%) 0.04% +0.007 pp 0.00% +0.000 pp USD26.66 +38.8% 13 qtrs
98 STATE OF ALASKA, DEPARTMENT OF REVENUE 12.6K +2.0K (+19.1%) 462.0K +141.0K (+43.9%) 0.04% +0.007 pp 0.00% +0.002 pp USD26.43 +40.0% 15 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 97 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Global X - SuperDividend U.S. ETF DIV 2.84% 21.69M 0.45%
2 Cambria Global Real Estate ETF BLDG 1.29% 854.2K 0.59%
3 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.89% 3.53M 0.38%
4 First Trust Active Factor Small Cap ETF AFSM 0.32% 355.7K 0.75%
5 First Trust Small Cap Core AlphaDEX Fund FYX 0.25% 3.42M 0.58%
6 iShares Micro-Cap ETF IWC 0.22% 3.28M 0.60%
7 Pacer US Small Cap Cash Cows ETF CALF 0.20% 7.02M 0.59%
8 WisdomTree U.S. SmallCap Fund EES 0.19% 1.34M 0.38%
9 Hartford Multifactor Small Cap ETF ROSC 0.17% 103.4K 0.34%
10 JPMorgan BetaBuilders MSCI US REIT ETF BBRE 0.15% 1.84M 0.11%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
Shares disposed
5.5K
Cash buys
Cash sales
Net activity
-5,476
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-08 Curry Jeffery V. Officer G-Gift D Common Stock 2,476 0.00 145,499 D
2026-04-06 Curry Jeffery V. Officer G-Gift D Common Stock 3,000 0.00 147,975 D
2026-02-17 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 1,515 36.13 54.7K 156,054 D
2026-02-17 LEBOVITZ STEPHEN D Director / Officer F-InKind D Common Stock 3,634 36.13 131.3K 557,019 D
2026-02-17 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 1,515 36.13 54.7K 110,542 D
2026-02-17 Khalili Joseph Officer F-InKind D Common Stock 188 36.13 6.8K 30,711 D
2026-02-17 Jaenicke Benjamin W Officer F-InKind D Common Stock 3,421 36.13 123.6K 137,107 D
2026-02-17 Grody Howard B. Officer F-InKind D Common Stock 471 36.13 17.0K 82,039 D
2026-02-17 Curry Jeffery V. Officer F-InKind D Common Stock 1,515 36.13 54.7K 150,975 D
2026-02-17 Cope Jennifer Officer F-InKind D Common Stock 216 35.59 7.7K 30,960 D
2026-02-17 Cobb Andrew Franklin Officer F-InKind D Common Stock 471 36.13 17.0K 67,772 D
2026-02-11 Reinsmidt Kathryn A. Officer A-Award A Common Stock 21,140 0.00 167,034 D
2026-02-11 LEBOVITZ STEPHEN D Director / Officer A-Award A Common Stock 126,832 0.00 612,547 D
2026-02-11 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 8,319 36.05 299.9K 113,203 D
2026-02-11 LEBOVITZ ALAN L. Officer A-Award A Common Stock 4,310 0.00 53,949 D
2026-02-11 Khalili Joseph Officer F-InKind D Common Stock 263 36.55 9.6K 17,178 D
2026-02-11 Jaenicke Benjamin W Officer A-Award A Common Stock 77,778 0.00 142,719 D
2026-02-11 Grody Howard B. Officer A-Award A Common Stock 4,310 0.00 54,995 D
2026-02-11 Curry Jeffery V. Officer F-InKind D Common Stock 1,705 36.55 62.3K 90,306 D
2026-02-11 Cope Jennifer Officer A-Award A Common Stock 2,279 0.00 19,519 D
2026-02-11 Cobb Andrew Franklin Officer A-Award A Common Stock 10,571 0.00 72,907 D
2026-02-11 CONTIS DAVID J Director A-Award A Common Stock 50,000 0.00 117,170 D
2025-12-31 Curry Jeffery V. Officer G-Gift D Common Stock 672 0.00 92,011 D
2025-12-23 Curry Jeffery V. Officer G-Gift D Common Stock 668 0.00 92,015 D
2025-12-17 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 4,919 37.37 183.8K 97,101 D
2025-12-17 LEBOVITZ STEPHEN D Director / Officer F-InKind D Common Stock 29,513 37.37 1.10M 372,244 D
2025-12-17 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 4,919 37.37 183.8K 51,575 D
2025-12-17 Khalili Joseph Officer F-InKind D Common Stock 609 37.37 22.8K 17,441 D
2025-12-17 Grody Howard B. Officer F-InKind D Common Stock 2,460 37.37 91.9K 51,342 D
2025-12-17 Curry Jeffery V. Officer F-InKind D Common Stock 4,919 37.37 183.8K 92,683 D
2025-12-17 Cope Jennifer Officer F-InKind D Common Stock 609 37.37 22.8K 17,503 D
2025-12-17 Cobb Andrew Franklin Officer F-InKind D Common Stock 2,460 37.37 91.9K 37,078 D
2025-12-15 TORRES MICHAEL A Director A-Award A Common Stock 3,346 37.37 125.0K 12,578 D
2025-12-15 Kivitz Jeffrey Director A-Award A Common Stock 3,346 37.37 125.0K 17,606 D
2025-12-15 Gifford Robert G Director A-Award A Common Stock 3,346 37.37 125.0K 20,754 D
2025-12-15 Fields David Michael Director A-Award A Common Stock 3,346 37.37 125.0K 22,114 D
2025-12-15 CONTIS DAVID J Director A-Award A Common Stock 3,346 37.37 125.0K 67,170 D
2025-12-15 BOWEN MARJORIE L. Director A-Award A Common Stock 3,346 37.37 125.0K 33,440 D
2025-12-02 Curry Jeffery V. Officer S-Sale D Common Stock 5,000 33.33 166.7K 97,602 D
2025-11-17 TORRES MICHAEL A Director P-Purchase A Common Stock 2,500 31.90 79.8K 4,000 I
2025-10-10 Cobb Andrew Franklin Officer S-Sale D Common Stock 6,917 28.35 196.1K 39,989 D
2025-09-30 Fields David Michael Director S-Sale D Common Stock 1,623 30.22 49.0K 18,768 D
2025-09-01 Jaenicke Benjamin W Officer F-InKind D Common Stock 1,968 31.83 62.6K 52,630 D
2025-08-27 Jaenicke Benjamin W Officer S-Sale D Common Stock 5,000 31.00 155.0K 54,598 D
2025-03-07 CONTIS DAVID J Director S-Sale D Common Stock 5,215 29.12 151.9K 63,824 D
2025-02-19 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 7,616 30.85 235.0K 105,250 D
2025-02-19 LEBOVITZ STEPHEN D Director / Officer A-Award A Common Stock 116,127 30.85 3.58M 453,851 D
2025-02-19 LEBOVITZ MICHAEL I Officer A-Award A Common Stock 19,354 30.85 597.1K 67,340 D
2025-02-19 LEBOVITZ ALAN L. Officer A-Award A Common Stock 9,677 30.85 298.5K 55,295 D
2025-02-19 Khalili Joseph Officer A-Award A Common Stock 3,871 30.85 119.4K 19,652 D
2025-02-19 Jaenicke Benjamin W Officer F-InKind D Common Stock 3,105 30.49 94.7K 63,018 D
2025-02-19 Grody Howard B. Officer A-Award A Common Stock 9,677 30.85 298.5K 58,852 D
2025-02-19 Curry Jeffery V. Officer A-Award A Common Stock 19,354 30.85 597.1K 113,448 D
2025-02-19 Cope Jennifer Officer A-Award A Common Stock 3,871 30.85 119.4K 19,716 D
2025-02-19 Cobb Andrew Franklin Officer A-Award A Common Stock 9,677 30.85 298.5K 51,959 D
2025-02-12 Reinsmidt Kathryn A. Officer A-Award A Common Stock 8,733 30.85 269.4K 93,512 D
2025-02-12 LEBOVITZ STEPHEN D Director / Officer A-Award A Common Stock 15,136 30.85 466.9K 337,724 D
2025-02-12 LEBOVITZ MICHAEL I Officer A-Award A Common Stock 8,733 30.85 269.4K 47,986 D
2025-02-12 LEBOVITZ ALAN L. Officer A-Award A Common Stock 5,035 30.85 155.3K 45,618 D
2025-02-12 Khalili Joseph Officer A-Award A Common Stock 2,663 30.85 82.2K 15,781 D
2025-02-12 Jaenicke Benjamin W Officer A-Award A Common Stock 16,700 30.85 515.2K 66,123 D
2025-02-12 Grody Howard B. Officer A-Award A Common Stock 5,035 30.85 155.3K 49,175 D
2025-02-12 Curry Jeffery V. Officer A-Award A Common Stock 8,733 30.85 269.4K 94,094 D
2025-02-12 Cope Jennifer Officer A-Award A Common Stock 2,663 30.85 82.2K 15,845 D
2025-02-12 Cobb Andrew Franklin Officer A-Award A Common Stock 5,035 30.85 155.3K 42,282 D
2025-01-14 Gifford Robert G Director S-Sale D Common Stock 2,086 28.75 60.0K 20,508 D
2025-01-10 Cobb Andrew Franklin Officer S-Sale D Common Stock 6,800 28.84 196.1K 37,247 D
2024-12-20 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 4,919 31.12 153.1K 84,779 D
2024-12-20 LEBOVITZ STEPHEN D Director / Officer F-InKind D Common Stock 29,513 31.12 918.4K 322,588 D
2024-12-20 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 4,919 31.12 153.1K 39,253 D
2024-12-20 LEBOVITZ ALAN L. Officer F-InKind D Common Stock 2,460 31.12 76.6K 40,583 D
2024-12-20 Khalili Joseph Officer F-InKind D Common Stock 609 31.12 19.0K 13,118 D
2024-12-20 Grody Howard B. Officer F-InKind D Common Stock 1,522 31.12 47.4K 44,140 D
2024-12-20 Curry Jeffery V. Officer F-InKind D Common Stock 4,919 31.12 153.1K 85,361 D
2024-12-20 Cope Jennifer Officer F-InKind D Common Stock 609 31.12 19.0K 13,182 D
2024-12-20 Cobb Andrew Franklin Officer F-InKind D Common Stock 1,522 31.12 47.4K 44,045 D
2024-12-19 Curry Jeffery V. Officer S-Sale D Common Stock 50 29.86 1.5K 90,280 D
2024-12-15 TORRES MICHAEL A Director A-Award A Common Stock 4,017 31.12 125.0K 9,232 D
2024-12-15 Kivitz Jeffrey Director A-Award A Common Stock 4,017 31.12 125.0K 14,260 D
2024-12-15 Gifford Robert G Director A-Award A Common Stock 4,017 31.12 125.0K 22,594 D
2024-12-15 Fields David Michael Director A-Award A Common Stock 4,017 31.12 125.0K 20,391 D
2024-12-15 CONTIS DAVID J Director A-Award A Common Stock 4,017 31.12 125.0K 69,039 D
2024-12-15 BOWEN MARJORIE L. Director A-Award A Common Stock 4,017 31.12 125.0K 30,094 D
2024-12-05 OCM Xb CBL-E Holdings, LLC 10% Owner S-Sale D Common Stock 1,000,000 30.40 30.40M 2,983,967 I
2024-12-02 Curry Jeffery V. Officer G-Gift D Common Stock 1,290 0.00 90,330 D
2024-09-11 Jaenicke Benjamin W Officer S-Sale D Common Stock 200 25.44 5.1K 49,423
2024-09-03 Jaenicke Benjamin W Officer F-InKind D Common Stock 1,218 26.59 32.4K 53,205
2024-08-16 LEBOVITZ MICHAEL I Officer S-Sale D Common Stock 13,582 25.81 350.5K 44,172
2024-08-15 LEBOVITZ MICHAEL I Officer S-Sale D Common Stock 29,045 25.91 752.5K 57,754
2024-07-29 Strategic Value Partners, LLC 10% Owner S-Sale D Common Stock 167 26.03 4.3K 12,993
2024-07-29 SVP Excelsior Management LLC 10% Owner S-Sale D Common Stock 167 26.03 4.3K 12,993
2024-07-25 Strategic Value Partners, LLC 10% Owner S-Sale D Common Stock 81 25.85 2.1K 13,160
2024-07-25 SVP Excelsior Management LLC 10% Owner S-Sale D Common Stock 81 25.85 2.1K 13,160
2024-06-07 Fields David Michael Director S-Sale D Common Stock 2,203 22.67 49.9K 16,374
2024-05-15 CONTIS DAVID J Director S-Sale D Common Stock 5,500 22.25 122.4K 65,022
2024-04-24 Oaktree Capital Group Holdings GP, LLC 10% Owner S-Sale D Common Stock 7,131 21.75 155.1K 0
2024-04-11 Gifford Robert G Director S-Sale D Common Stock 3,100 22.00 68.2K 17,408 D
2024-03-22 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 2,724 22.28 60.7K 352,101
2024-03-21 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 7,413 22.62 167.7K 354,825
2024-03-13 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 27,000 22.67 612.1K 362,238
2024-03-12 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 4,351 22.77 99.1K 389,238
2024-03-11 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 10,107 23.01 232.5K 393,589
2024-03-08 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 15,000 23.30 349.6K 403,696
2024-03-07 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 893 23.46 20.9K 418,696
2024-03-07 Jaenicke Benjamin W Officer S-Sale D Common Stock 6,573 23.27 152.9K 54,423
2024-02-29 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 4,011 23.63 94.8K 419,589
2024-02-28 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 37,255 23.54 877.1K 423,600
2024-02-27 LEBOVITZ STEPHEN D Director / Officer S-Sale D Common Stock 7,822 23.53 184.1K 460,855
2024-02-19 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 1,453 23.43 34.0K 89,698
2024-02-19 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 1,514 23.43 35.5K 86,799
2024-02-19 LEBOVITZ ALAN L. Officer F-InKind D Common Stock 760 23.43 17.8K 43,043
2024-02-19 Khalili Joseph Officer F-InKind D Common Stock 230 23.43 5.4K 13,727
2024-02-19 Jaenicke Benjamin W Officer F-InKind D Common Stock 2,117 23.43 49.6K 60,996
2024-02-19 Grody Howard B. Officer F-InKind D Common Stock 609 23.43 14.3K 45,662
2024-02-19 Curry Jeffery V. Officer F-InKind D Common Stock 937 23.43 22.0K 91,620
2024-02-19 Cope Jennifer Officer F-InKind D Common Stock 230 23.43 5.4K 13,791
2024-02-19 Cobb Andrew Franklin Officer F-InKind D Common Stock 618 23.43 14.5K 45,567
2024-02-13 Reinsmidt Kathryn A. Officer A-Award A Common Stock 18,142 23.38 424.1K 98,229
2024-02-13 LEBOVITZ STEPHEN D Director / Officer A-Award A Common Stock 108,854 23.38 2.54M 468,677
2024-02-13 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 7,139 23.38 166.9K 88,313
2024-02-13 LEBOVITZ ALAN L. Officer F-InKind D Common Stock 3,835 23.38 89.6K 43,803
2024-02-13 Khalili Joseph Officer F-InKind D Common Stock 1,539 23.38 36.0K 13,957
2024-02-13 Grody Howard B. Officer F-InKind D Common Stock 3,703 23.38 86.6K 46,271
2024-02-13 Curry Jeffery V. Officer F-InKind D Common Stock 4,418 23.38 103.3K 92,557
2024-02-13 Cope Jennifer Officer F-InKind D Common Stock 1,475 23.38 34.5K 14,021
2024-02-13 Cobb Andrew Franklin Officer F-InKind D Common Stock 3,725 23.38 87.1K 46,185
2024-02-07 Reinsmidt Kathryn A. Officer A-Award A Common Stock 11,526 23.38 269.4K 80,087
2024-02-07 LEBOVITZ STEPHEN D Director / Officer A-Award A Common Stock 19,977 23.38 467.0K 359,823
2024-02-07 LEBOVITZ MICHAEL I Officer A-Award A Common Stock 11,526 23.38 269.4K 77,310
2024-02-07 LEBOVITZ ALAN L. Officer A-Award A Common Stock 6,646 23.38 155.4K 38,567
2024-02-07 Khalili Joseph Officer A-Award A Common Stock 2,659 23.38 62.2K 11,868
2024-02-07 Jaenicke Benjamin W Officer A-Award A Common Stock 22,041 23.38 515.2K 63,113
2024-02-07 Grody Howard B. Officer A-Award A Common Stock 6,646 23.38 155.4K 40,903
2024-02-07 Curry Jeffery V. Officer A-Award A Common Stock 11,526 23.38 269.4K 78,833
2024-02-07 Cope Jennifer Officer A-Award A Common Stock 2,659 23.38 62.2K 11,868
2024-02-07 Cobb Andrew Franklin Officer A-Award A Common Stock 6,646 23.38 155.4K 40,839
2023-12-26 Cobb Andrew Franklin Officer S-Sale D Common Stock 8 24.67 197.38 34,193
2023-12-20 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 3,044 23.97 73.0K 68,561
2023-12-20 LEBOVITZ STEPHEN D Director / Officer F-InKind D Common Stock 29,513 23.97 707.5K 339,846
2023-12-20 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 4,919 23.97 117.9K 65,784
2023-12-20 LEBOVITZ ALAN L. Officer F-InKind D Common Stock 2,460 23.97 59.0K 31,921
2023-12-20 Khalili Joseph Officer F-InKind D Common Stock 609 23.97 14.6K 9,209
2023-12-20 Grody Howard B. Officer F-InKind D Common Stock 1,522 23.97 36.5K 34,257
2023-12-20 Curry Jeffery V. Officer F-InKind D Common Stock 3,044 23.97 73.0K 67,307
2023-12-20 Cope Jennifer Officer F-InKind D Common Stock 609 23.97 14.6K 9,209
2023-12-20 Cobb Andrew Franklin Officer F-InKind D Common Stock 1,522 23.97 36.5K 34,201
2023-12-15 TORRES MICHAEL A Director A-Award A Common Stock 5,215 23.97 125.0K 5,215
2023-12-15 Kivitz Jeffrey Director A-Award A Common Stock 5,215 23.97 125.0K 10,243
2023-12-15 Gifford Robert G Director A-Award A Common Stock 5,215 23.97 125.0K 18,577
2023-12-15 Fields David Michael Director A-Award A Common Stock 5,215 23.97 125.0K 18,577
2023-12-15 CONTIS DAVID J Director A-Award A Common Stock 5,215 23.97 125.0K 70,522
2023-12-15 BOWEN MARJORIE L. Director A-Award A Common Stock 5,215 23.97 125.0K 26,077
2023-11-08 Strategic Value Partners, LLC 10% Owner J-Other A Common Stock 16,411 0.00 3,215,846
2023-10-02 Jaenicke Benjamin W Officer S-Sale D Common Stock 3,782 20.84 78.8K 41,072
2023-09-20 CANYON CAPITAL ADVISORS LLC 10% Owner J-Other A Common Stock 70,001 0.00 8,466,294
2023-09-05 Jaenicke Benjamin W Officer F-InKind D Common Stock 1,218 21.47 26.1K 44,854
2023-06-15 TORRES MICHAEL A Director 0 0.00 0
2023-05-09 Khalili Joseph Officer D Common Stock 0 0.00 9,818
2023-05-09 Cope Jennifer Officer D Common Stock 0 0.00 9,818
2023-04-06 CONTIS DAVID J Director S-Sale D Common Stock 7,000 25.63 179.4K 65,307
2023-03-28 Curry Jeffery V. Officer S-Sale D Common Stock 2,500 24.90 62.3K 70,351
2023-03-13 LEBOVITZ CHARLES B Director / Officer S-Sale D Common Stock 40 25.40 1.0K 87,883
2023-02-17 Reinsmidt Kathryn A. Officer A-Award A Common Stock 11,540 26.81 309.4K 71,605
2023-02-17 LEBOVITZ STEPHEN D Director / Officer A-Award A Common Stock 27,695 26.81 742.5K 369,359
2023-02-17 LEBOVITZ MICHAEL I Officer A-Award A Common Stock 11,540 26.81 309.4K 70,703
2023-02-17 LEBOVITZ ALAN L. Officer A-Award A Common Stock 5,794 26.81 155.3K 34,381
2023-02-17 Jaenicke Benjamin W Officer A-Award A Common Stock 26,072 26.81 699.0K 46,072
2023-02-17 Grody Howard B. Officer A-Award A Common Stock 5,794 26.81 155.3K 35,779
2023-02-17 Curry Jeffery V. Officer A-Award A Common Stock 11,540 26.81 309.4K 72,851
2023-02-17 Cobb Andrew Franklin Officer A-Award A Common Stock 5,794 26.81 155.3K 35,723
2023-02-15 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 4,141 25.95 107.5K 60,065
2023-02-15 LEBOVITZ STEPHEN D Director / Officer F-InKind D Common Stock 40,152 25.95 1.04M 341,664
2023-02-15 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 6,692 25.95 173.7K 59,163
2023-02-15 LEBOVITZ ALAN L. Officer F-InKind D Common Stock 3,455 25.95 89.7K 28,587
2023-02-15 Grody Howard B. Officer F-InKind D Common Stock 2,198 25.95 57.0K 29,985
2023-02-15 Curry Jeffery V. Officer A-Award A Common Stock 17,006 25.95 441.3K 65,452
2023-02-15 Cobb Andrew Franklin Officer F-InKind D Common Stock 2,214 25.95 57.5K 29,929
2023-01-26 Vazales Kaj Director D-Return D Common Stock 1,885 0.00 3,143
2023-01-25 Heller Jonathan M Director D-Return D Common Stock 3,394 0.00 47,489
2022-12-31 MITCHELL FARZANA K Officer F-InKind D Common Stock 8,854 22.53 199.5K 48,346
2022-12-30 Cobb Andrew Franklin Officer S-Sale D Common Stock 5 22.90 114.50 23,640
2022-12-20 Reinsmidt Kathryn A. Officer F-InKind D Common Stock 3,044 24.87 75.7K 47,200
2022-12-20 MITCHELL FARZANA K Officer F-InKind D Common Stock 3,653 24.87 90.8K 57,200
2022-12-20 LEBOVITZ STEPHEN D Officer F-InKind D Common Stock 29,513 24.87 733.8K 279,778
2022-12-20 LEBOVITZ MICHAEL I Officer F-InKind D Common Stock 4,919 24.87 122.3K 48,849
2022-12-20 LEBOVITZ CHARLES B Officer F-InKind D Common Stock 2,460 24.87 61.2K 28,069
2022-12-20 LEBOVITZ ALAN L. Officer F-InKind D Common Stock 2,460 24.87 61.2K 23,539
2022-12-20 Grody Howard B. Officer F-InKind D Common Stock 1,522 24.87 37.8K 23,680
2022-12-20 Curry Jeffery V. Officer F-InKind D Common Stock 3,044 24.87 75.7K 48,446
2022-12-20 Cobb Andrew Franklin Officer F-InKind D Common Stock 1,522 24.87 37.8K 23,645
2022-12-19 Curry Jeffery V. Officer S-Sale D Common Stock 20 23.93 478.54 51,490
2022-12-15 Vazales Kaj Director A-Award A Common Stock 5,028 0.00 5,028
2022-12-15 Kivitz Jeffrey Director A-Award A Common Stock 5,028 0.00 5,028
2022-12-15 Heller Jonathan M Director A-Award A Common Stock 9,049 0.00 50,883
2022-12-15 Gifford Robert G Director A-Award A Common Stock 5,028 0.00 13,362
2022-12-15 Fields David Michael Director A-Award A Common Stock 5,028 0.00 13,362
2022-12-15 CONTIS DAVID J Director A-Award A Common Stock 5,028 0.00 72,307
2022-12-15 BOWEN MARJORIE L. Director A-Award A Common Stock 5,028 0.00 20,862
2022-12-09 Strategic Value Partners, LLC Director S-Sale D Common Stock 569 26.86 15.3K 127,617
2022-12-09 SVP Special Situations IV LLC Director S-Sale D Common Stock 59 26.86 1.6K 13,151

Executive team

Top executives
EBIT / Employee
774.3K
Shares Outstanding
30.94M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2024 Stephen D. Lebovitz, Director, Chief Executive Officer 719.4K 484.1K 1.60M 1.28M 303.6K 4.39M 36.43%
2 2024 Benjamin A. Jaenicke, Executive Vice President – Chief Financial Officer and Treasurer 400.0K 402.5K 1.32M 474.7K 8.6K 2.60M 50.63%
3 2024 Michael I. Lebovitz, President 428.7K 212.7K 689.5K 362.8K 8.6K 1.70M 40.50%
4 2024 Katie A. Reinsmidt, Executive Vice President – Chief Operating Officer 350.0K 223.6K 689.5K 351.0K 8.6K 1.62M 42.49%
5 2024 Jeffery V. Curry, Chief Legal Officer and Secretary 406.4K 153.0K 689.5K 261.1K 8.3K 1.52M 45.41%
6 2023 Stephen D. Lebovitz, Director, Chief Executive Officer 719.4K 346.7K 2.35M 1.03M 334.4K 4.78M 49.20%
7 2023 Benjamin A. Jaenicke, Executive Vice President – Chief Financial Officer and Treasurer 350.0K 169.0K 1.91M 283.9K 8.3K 2.72M 70.22%
8 2023 Michael I. Lebovitz, President 428.7K 144.9K 980.8K 289.9K 8.3K 1.85M 52.94%
9 2023 Katie A. Reinsmidt, Executive Vice President – Chief Operating Officer 309.0K 165.4K 980.8K 277.8K 8.3K 1.74M 56.33%
10 2023 Jeffery V. Curry, Chief Legal Officer and Secretary 406.4K 93.1K 980.8K 186.1K 8.3K 1.67M 58.57%
11 2022 Stephen D. Lebovitz, Director, Chief Executive Officer 719.4K 319.0K 9.05M 812.6K 315.7K 11.21M 80.68%
12 2022 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 522.8K 138.0K 1.51M 228.8K 1.72M 4.12M 36.62%
13 2022 Michael I. Lebovitz, President 428.7K 139.7K 1.51M 228.8K 7.6K 2.31M 65.20%
14 2022 Katie A. Reinsmidt, Executive Vice President – Chief Investment Officer 309.0K 138.6K 1.51M 219.3K 7.6K 2.18M 69.09%
15 2022 Katie A. Reinsmidt, Executive Vice President – Chief Operating Officer 309.0K 138.6K 1.51M 219.3K 7.6K 2.18M 69.09%
16 2022 Jeffery V. Curry, Chief Legal Officer and Secretary 406.4K 89.7K 1.51M 146.9K 7.6K 2.16M 69.85%
17 2021 Stephen D. Lebovitz, Director, Chief Executive Officer 672.3K 257.3K 8.27M 852.2K 307.2K 10.36M 79.84%
18 2021 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 507.6K 112.7K 1.65M 239.9K 7.3K 2.52M 65.60%
19 2021 Michael I. Lebovitz, President 405.0K 112.7K 1.38M 239.9K 13.6K 2.15M 64.13%
20 2021 Katie A. Reinsmidt, Executive Vice President – Chief Operating Officer 300.0K 108.0K 1.38M 229.9K 4.5K 2.02M 68.21%
21 2021 Katie A. Reinsmidt, Executive Vice President – Chief Investment Officer 300.0K 108.0K 1.38M 229.9K 4.5K 2.02M 68.21%
22 2021 Jeffery V. Curry, Chief Legal Officer and Secretary 394.6K 72.4K 1.38M 154.1K 7.3K 2.01M 68.69%
23 2020 Stephen D. Lebovitz, Director, Chief Executive Officer 601.5K 953.0K 1.71M 191.9K 3.46M 49.46%
24 2020 Charles B. Lebovitz, Chairman of the Board 305.0K 414.0K 597.8K 11.3K 1.33M 45.01%
25 2020 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 478.0K 313.0K 454.3K 7.1K 1.25M 36.27%
26 2020 Michael I. Lebovitz, President 362.3K 313.0K 454.3K 13.6K 1.14M 39.74%
27 2020 Jeffery V. Curry, Chief Legal Officer and Secretary 371.6K 201.0K 454.3K 7.1K 1.03M 43.94%
28 2019 Stephen D. Lebovitz, Director, Chief Executive Officer 672.3K 277.9K 1.61M 675.6K 196.5K 3.43M 46.92%
29 2019 Charles B. Lebovitz, Chairman of the Board 340.9K 160.8K 705.8K 254.0K 10.9K 1.47M 47.93%
30 2019 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 507.6K 121.0K 434.8K 193.0K 7.0K 1.26M 34.42%
31 2019 Michael I. Lebovitz, President 405.0K 121.0K 434.8K 193.0K 13.2K 1.17M 37.26%
32 2019 Jeffery V. Curry, Chief Legal Officer and Secretary 394.6K 75.4K 434.8K 125.7K 7.0K 1.04M 41.91%
33 2018 Stephen D. Lebovitz, Director, Chief Executive Officer 707.0K 292.6K 1.47M 675.6K 326.1K 3.47M 42.37%
34 2018 Augustus N. Stephas, Executive Vice President – Chief Operating Officer 564.5K 59.3K 417.6K 225.2K 1.51M 2.77M 15.06%
35 2018 Charles B. Lebovitz, Chairman of the Board 681.8K 325.1K 1.04M 482.5K 6.9K 2.54M 41.10%
36 2018 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 534.3K 131.4K 417.6K 193.0K 6.9K 1.28M 32.54%
37 2018 Michael I. Lebovitz, President 426.3K 130.0K 417.6K 193.0K 6.9K 1.17M 35.58%
38 2018 Jeffery V. Curry, Chief Legal Officer and Secretary 415.4K 220.5K 85.8K 6.9K 728.5K 11.78%
39 2017 Stephen D. Lebovitz, Director, Chief Executive Officer 707.0K 277.8K 1.26M 339.9K 2.58M 48.73%
40 2017 Stephen D. Lebovitz, Director, President and Chief Executive Officer 707.0K 277.8K 1.26M 334.4K 2.58M 48.84%
41 2017 Charles B. Lebovitz, Chairman of the Board 681.8K 308.7K 1.07M 6.6K 2.07M 51.79%
42 2017 Augustus N. Stephas, Executive Vice President – Chief Operating Officer 564.5K 136.7K 428.4K 6.6K 1.14M 37.70%
43 2017 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 534.3K 119.7K 428.4K 6.6K 1.09M 39.34%
44 2017 Michael I. Lebovitz, Executive Vice President – Development and Administration 426.3K 121.0K 428.4K 6.6K 982.3K 43.61%
45 2017 Michael I. Lebovitz, President 426.3K 121.0K 428.4K 6.6K 982.3K 43.61%
46 2016 Stephen D. Lebovitz, Director, Chief Executive Officer 700.0K 241.5K 1.05M 807.0K 409.0K 3.20M 32.67%
47 2016 Stephen D. Lebovitz, Director, President and Chief Executive Officer 700.0K 241.5K 1.05M 807.0K 403.5K 3.20M 32.72%
48 2016 Charles B. Lebovitz, Chairman of the Board 675.0K 270.0K 876.1K 592.9K 6.6K 2.42M 36.19%
49 2016 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 558.9K 126.0K 351.7K 276.7K 6.6K 1.32M 26.64%
50 2016 Augustus N. Stephas, Executive Vice President – Chief Operating Officer 558.9K 126.0K 351.7K 276.7K 6.6K 1.32M 26.64%
51 2016 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 529.0K 120.0K 351.7K 237.2K 6.6K 1.24M 28.26%
52 2016 Michael I. Lebovitz, Executive Vice President – Development and Administration 422.1K 108.0K 351.7K 237.2K 6.6K 1.13M 31.25%
53 2016 Michael I. Lebovitz, President 422.1K 108.0K 351.7K 237.2K 6.6K 1.13M 31.25%
54 2015 Stephen D. Lebovitz, Director, President and Chief Executive Officer 700.0K 229.7K 1.72M 677.0K 423.5K 3.75M 45.84%
55 2015 Charles B. Lebovitz, Chairman of the Board 675.0K 270.0K 1.20M 497.4K 6.6K 2.64M 45.20%
56 2015 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 558.9K 120.4K 539.7K 232.1K 6.6K 1.46M 37.02%
57 2015 Augustus N. Stephas, Executive Vice President – Chief Operating Officer 558.9K 120.4K 539.7K 232.1K 6.6K 1.46M 37.02%
58 2015 Farzana K. Mitchell, Executive Vice President – Chief Financial Officer and Treasurer 529.0K 100.8K 539.7K 199.0K 6.6K 1.38M 39.25%
59 2015 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 529.0K 100.8K 539.7K 199.0K 6.6K 1.38M 39.25%
60 2015 Michael I. Lebovitz, Executive Vice President – Development and Administration 422.1K 103.2K 539.7K 199.0K 6.6K 1.27M 42.48%
61 2014 Stephen D. Lebovitz, Director, President and Chief Executive Officer 573.7K 1.13M 594.3K 471.5K 2.76M 21.50%
62 2014 Charles B. Lebovitz, Chairman of the Board 647.8K 792.0K 467.0K 6.5K 1.91M 24.41%
63 2014 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 542.6K 396.0K 233.5K 6.5K 1.18M 19.81%
64 2014 Farzana Khaleel, Executive Vice President – Chief Financial Officer and Treasurer 513.6K 330.0K 233.5K 6.5K 1.08M 21.55%
65 2014 Farzana K. Mitchell, Executive Vice President – Chief Financial Officer and Treasurer 513.6K 330.0K 233.5K 6.5K 1.08M 21.55%
66 2014 Michael I. Lebovitz, Executive Vice President – Development and Administration 409.8K 330.0K 233.5K 6.5K 979.7K 23.83%
67 2013 Stephen D. Lebovitz, Director, President and Chief Executive Officer 557.0K 750.0K 3.27M 448.3K 5.02M 65.04%
68 2013 Charles B. Lebovitz, Chairman of the Board 629.0K 600.0K 601.6K 21.2K 1.85M 32.49%
69 2013 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 526.9K 300.0K 300.8K 6.4K 1.13M 26.52%
70 2013 Farzana K. Mitchell, Executive Vice President – Chief Financial Officer and Treasurer 498.6K 250.0K 355.5K 6.4K 1.11M 32.01%
71 2013 Michael I. Lebovitz, Executive Vice President – Development and Administration 397.9K 250.0K 300.8K 6.4K 955.0K 31.50%
72 2012 John N. Foy, Vice Chairman of the Board, Chief Financial Officer, Treasurer and Secretary 542.1K 550.0K 1.60M 118.5K 2.81M 56.89%
73 2012 Charles B. Lebovitz, Chairman of the Board 610.6K 550.0K 462.9K 82.4K 1.71M 27.13%
74 2012 Stephen D. Lebovitz, Director, President and Chief Executive Officer 540.8K 606.3K 462.9K 35.4K 1.65M 28.13%
75 2012 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 511.5K 250.0K 231.4K 6.3K 999.2K 23.16%
76 2012 Farzana K. Mitchell, Executive Vice President – Chief Financial Officer and Treasurer 484.1K 175.0K 231.4K 4.3K 894.8K 25.86%
77 2012 Michael I. Lebovitz, Executive Vice President – Development and Administration 386.3K 206.3K 231.4K 6.3K 830.2K 27.88%
78 2011 Charles B. Lebovitz, Chairman of the Board 592.8K 506.3K 436.6K 6.1K 1.54M 28.32%
79 2011 John N. Foy, Vice Chairman of the Board, Chief Financial Officer, Treasurer and Secretary 526.3K 506.3K 436.6K 6.1K 1.48M 29.60%
80 2011 Stephen D. Lebovitz, Director, President and Chief Executive Officer 525.0K 506.3K 436.6K 6.1K 1.47M 29.62%
81 2011 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 496.6K 225.0K 174.7K 6.1K 902.4K 19.35%
82 2011 Farzana K. Mitchell, Executive Vice President - Finance 470.0K 150.0K 174.7K 4.2K 798.8K 21.86%
83 2011 Farzana K. Mitchell, Executive Vice President – Chief Financial Officer and Treasurer 470.0K 150.0K 174.7K 4.2K 798.8K 21.86%
84 2010 Stephen D. Lebovitz, Director, President and Chief Executive Officer 525.0K 337.5K 154.7K 6.1K 1.02M 15.12%
85 2010 Charles B. Lebovitz, Chairman of the Board 592.8K 337.5K 77.4K 6.1K 1.01M 7.63%
86 2010 John N. Foy, Vice Chairman of the Board, Chief Financial Officer, Treasurer and Secretary 526.3K 337.5K 77.4K 6.1K 947.3K 8.17%
87 2010 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 496.6K 150.0K 56.7K 6.1K 709.5K 8.00%
88 2010 Farzana K. Mitchell, Executive Vice President – Chief Financial Officer and Treasurer 470.0K 100.0K 56.7K 4.2K 631.0K 8.99%
89 2010 Farzana K. Mitchell, Executive Vice President – Finance 470.0K 100.0K 56.7K 4.2K 631.0K 8.99%
90 2010 Farzana K. Mitchell, Executive Vice President - Finance 470.0K 100.0K 56.7K 4.2K 631.0K 8.99%
91 2009 Charles B. Lebovitz, Chairman of the Board 596.8K 337.5K 6.1K 940.5K 0.00%
92 2009 Charles B. Lebovitz, Chairman of the Board and Chief Executive Officer 596.8K 337.5K 6.1K 940.5K 0.00%
93 2009 John N. Foy, Vice Chairman of the Board, Chief Financial Officer, Treasurer and Secretary 532.9K 337.5K 6.1K 876.5K 0.00%
94 2009 Stephen D. Lebovitz, Director, President and Secretary 525.0K 337.5K 6.1K 868.6K 0.00%
95 2009 Stephen D. Lebovitz, Director, President and Chief Executive Officer 525.0K 337.5K 6.1K 868.6K 0.00%
96 2009 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 496.6K 150.0K 6.1K 672.7K 0.00%
97 2009 Augustus N. Stephas, Chief Operating Officer – Senior Vice President 496.6K 150.0K 6.1K 672.7K 0.00%
98 2009 Farzana K. Mitchell, Senior Vice President – Finance 470.0K 100.0K 4.2K 574.2K 0.00%
99 2009 Farzana K. Mitchell, Executive Vice President – Finance 470.0K 100.0K 4.2K 574.2K 0.00%
100 2009 Farzana K. Mitchell, Executive Vice President - Finance 470.0K 100.0K 4.2K 574.2K 0.00%
101 2008 Eric P. Snyder, Former Senior Vice President – Director of Corporate Leasing 116.5K 18.7K 1.21M 1.35M 1.39%
102 2008 Ronald L. Fullam, Former Senior Vice President – Development 379.1K 50.0K 270.4K 414.0K 1.11M 24.29%
103 2008 Stephen D. Lebovitz, Director, President and Chief Executive Officer 525.0K 337.5K 183.6K 5.8K 1.05M 17.46%
104 2008 Stephen D. Lebovitz, Director, President and Secretary 525.0K 337.5K 183.6K 5.8K 1.05M 17.46%
105 2008 R. Stephen Tingle, Former Senior Vice President – Development 324.8K 35.8K 25.2K 491.0K 876.8K 2.87%
106 2008 Charles B. Lebovitz, Chairman of the Board 592.8K 183.6K 5.8K 782.2K 23.48%
107 2008 Charles B. Lebovitz, Chairman of the Board and Chief Executive Officer 592.8K 183.6K 5.8K 782.2K 23.48%
108 2008 John N. Foy, Vice Chairman of the Board, Chief Financial Officer, Treasurer and Secretary 526.3K 183.6K 5.8K 715.7K 25.66%
109 2008 Augustus N. Stephas, Executive Vice President and Chief Operating Officer 494.1K 150.0K 36.7K 5.8K 706.6K 5.20%
110 2008 Augustus N. Stephas, Chief Operating Officer – Senior Vice President 494.1K 150.0K 36.7K 5.8K 706.6K 5.20%
111 2007 Charles B. Lebovitz, Chairman of the Board and Chief Executive Officer 575.6K 625.0K 5.6K 1.21M 0.00%
112 2007 John N. Foy, Vice Chairman of the Board, Chief Financial Officer and Treasurer 506.3K 625.0K 5.6K 1.14M 0.00%
113 2007 Stephen D. Lebovitz, Director, President and Secretary 500.0K 625.0K 5.6K 1.13M 0.00%
114 2007 Augustus N. Stephas, Chief Operating Officer – Senior Vice President 474.1K 275.0K 15.7K 5.6K 790.4K 1.99%
115 2007 Eric P. Snyder, Former Senior Vice President – Director of Corporate Leasing 451.8K 250.0K 71.6K 2.3K 5.6K 781.3K 9.45%
116 2007 Eric P. Snyder, Senior Vice President – Director of Corporate Leasing 451.8K 250.0K 71.6K 2.3K 5.6K 781.3K 9.45%
117 2006 Charles B. Lebovitz, Chairman of the Board and Chief Executive Officer 440.2K 675.0K 698.4K 22.4K 5.5K 1.84M 39.14%
118 2006 John N. Foy, Vice Chairman of the Board, Chief Financial Officer and Treasurer 318.1K 1.11M 22.4K 5.5K 1.45M 77.74%
119 2006 Stephen D. Lebovitz, Director, President and Secretary 277.3K 675.0K 462.4K 22.4K 5.5K 1.44M 33.61%
120 2006 Eric P. Snyder, Former Senior Vice President – Director of Corporate Leasing 431.8K 325.0K 63.4K 12.6K 5.5K 838.3K 9.07%
121 2006 Eric P. Snyder, Senior Vice President – Director of Corporate Leasing 431.8K 325.0K 63.4K 12.6K 5.5K 838.3K 9.07%
122 2006 Augustus N. Stephas, Senior Vice President – Chief Operating Officer 454.1K 250.0K 63.4K 12.6K 19.0K 799.1K 9.51%
123 2006 Augustus N. Stephas, Chief Operating Officer – Senior Vice President 454.1K 250.0K 63.4K 12.6K 5.5K 785.6K 9.68%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-22 DEF 14A
2025-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 8-K
2026-05-08 10-Q
2026-04-22 DEF 14A
2026-04-09 4
2026-04-08 4
2026-04-02 8-K
2026-03-26 SC 13G/A
2026-03-19 8-K
2026-03-03 10-K
2026-02-18 4

Executive team

NameTitleCompensationGender
Stephen D. Lebovitz Chief Executive Officer & Director 3M male
Benjamin W. Jaenicke Executive Vice President, Treasurer & Chief Financial Officer 1M male
Michael I. Lebovitz President 1M male
Kathryn A. Reinsmidt Executive Vice President & Chief Operating Officer 984.9K female
Jeffery V. Curry Chief Legal Officer & Secretary 850.4K male
Karen Walker Senior Vice President of Technology Solutions female
Andrew F. Cobb Executive Vice President of Accounting male
Mary Lynn Morse Senior Vice President of Marketing female
Stacey Keating Vice President of Corporate Communications female
Benjamin Staples Senior Vice President of People & Culture male
ESG Rating
C+
REIT - RETAIL
2013
E (Environmental)
68.8 / 61.2
Company / Sector avg.
S (Social)
66.1 / 65.0
Company / Sector avg.
G (Governance)
67.9 / 68.1
Company / Sector avg.
ESG Total
67.6 / 64.7
Company / Sector avg.
ESG Score History REIT - RETAIL
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)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits