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CBIZ, Inc. (CBZ)
USD40.04
-0.43 (-1.06%)
US NYSE Industrials Specialty Business Services
Address
6801 Brecksville Road 44131
Cleveland, OH, US
Cleveland, OH, US
CEO
Jerome Grisko Jr.
Website
cbiz.com
IPO
1995-04-27
CIK 944148 ISIN US1248051021
Description
CBIZ, Inc. is a professional services firm that delivers a broad spectrum of financial, insurance, and advisory solutions across the United States and Canada. The company's operations are organized into three principal divisions: Financial Services, Benefits and Insurance Services, and National Practices. Within its Financial Services segment, CBIZ offers expertise in areas such as accountancy and taxation, financial guidance, asset appraisal, risk assessment, and consulting for government healthcare. The Benefits and Insurance Services division focuses on workforce welfare program consultation, compensation and human resources administration, general property and casualty coverage, and pension planning alongside investment solutions. Lastly, the National Practices segment specializes in comprehensive IT infrastructure and hardware management, coupled with specialized healthcare advisory services. CBIZ primarily caters to small and medium-sized enterprises, private individuals, public sector organizations, and various non-profit ventures. The firm was established in 1987 and maintains its principal offices in Cleveland, Ohio.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| 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)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD40.04
-0.43 (-1.06%)
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Volume Profile
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Liquidity & share structure
Average Volume
853.6K
Beta
0.99
Float Shares
46.89M
Free Float %
85.5%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.05% | -4.97% | +2.91% | +6.54% | -42.96% | -41.21% | -59.83% | -40.25% | -13.45% | +190.78% | +1,877.33% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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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
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (2 ratings, all time)
Buy
Price Targets & DCF
Current price
40.04
Low
37.00
-7.6%
Consensus
39.50
-1.3%
Median
39.50
-1.3%
High
42.00
+4.9%
DCF (Unlevered)
127.10
+217.4%
DCF (Levered)
245.21
+512.4%
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)
60% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
39.50
-1.3%
|
| Last Quarter | 3 |
36.67
-8.4%
|
| Last Year | 4 |
42.50
+6.1%
|
| All Time | 4 |
42.50
+6.1%
|
Quality scores
Altman Z-Score
1.61
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
3 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Specialty Business Services: +7.6%+52.1% ★ Q1'26: +1.3% (vs Q1'25)
-
EPS growth Specialty Business Services: +24.4%+134.6% ★ Q1'26: +37.7% (vs Q1'25)
-
FCF margin FCF growth · Specialty Business Services: +27.6%+4.5% Q1'26: -3.4% (vs Q1'25)
-
EBIT margin Specialty Business Services: +9.0%+9.7% ★ Q1'26: +23.2% (vs Q1'25)
-
ROIC Specialty Business Services: +7.8%+5.4% Q1'26: +14.5% (vs Q1'25)
-
Share dilution Specialty Business Services: +0.4%+20.1% Q1'26: -4.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×4.99× Q1'26: 2.26× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2009 actual |
Dec 2010 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 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
Dec 2030 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
739.70M
est: 1.09B (-32.0%)
|
732.51M
est: 680.48M (+7.6%)
|
692.03M
est: 661.48M (+4.6%)
|
719.48M
est: 876.91M (-18.0%)
|
750.42M
est: 750.15M (+0.0%)
|
799.83M
est: 796.16M (+0.5%)
|
855.34M
est: 851.60M (+0.4%)
|
922.00M
est: 925.32M (-0.4%)
|
948.42M
est: 953.89M (-0.6%)
|
963.90M
est: 957.46M (+0.7%)
|
1.10B
est: 1.09B (+0.9%)
|
1.41B
est: 1.40B (+1.0%)
|
1.59B
est: 1.65B (-3.7%)
|
1.81B
est: 1.76B (+3.1%)
|
2.76B
est: 2.79B (-1.3%)
|
2.84B
2.83B – 2.85B
+1.6% YoY
|
2.96B
2.94B – 2.98B
+4.3% YoY
|
3.03B
3.03B – 3.03B
+2.6% YoY
|
3.09B
3.07B – 3.11B
+1.8% YoY
|
3.17B
3.15B – 3.19B
+2.6% YoY
|
| EBITDA |
86.29M
est: 93.24M (-7.5%)
|
80.43M
est: 84.17M (-4.4%)
|
75.23M
est: 117.62M (-36.0%)
|
75.33M
est: 84.78M (-11.1%)
|
85.89M
est: 86.47M (-0.7%)
|
87.89M
est: 99.62M (-11.8%)
|
89.52M
est: 110.16M (-18.7%)
|
116.22M
est: 102.73M (+13.1%)
|
121.00M
est: 112.60M (+7.5%)
|
131.61M
est: 111.14M (+18.4%)
|
123.96M
est: 85.49M (+45.0%)
|
182.41M
est: 140.85M (+29.5%)
|
222.70M
est: 195.48M (+13.9%)
|
140.25M
est: 208.18M (-32.6%)
|
366.32M
est: 330.44M (+10.9%)
|
335.75M
334.57M – 336.93M
+1.6% YoY
|
350.03M
347.67M – 352.40M
+4.3% YoY
|
359.03M
359.03M – 359.03M
+2.6% YoY
|
365.56M
363.62M – 367.45M
+1.8% YoY
|
375.03M
373.04M – 376.97M
+2.6% YoY
|
| EBIT |
65.05M
est: 62.29M (+4.4%)
|
60.10M
est: 53.35M (+12.6%)
|
56.34M
est: 54.94M (+2.5%)
|
63.69M
est: 54.25M (+17.4%)
|
66.73M
est: 61.79M (+8.0%)
|
73.60M
est: 65.61M (+12.2%)
|
81.00M
est: 64.10M (+26.4%)
|
86.49M
est: 87.82M (-1.5%)
|
98.65M
est: 70.04M (+40.9%)
|
108.47M
est: 72.64M (+49.3%)
|
96.88M
est: 48.67M (+99.0%)
|
149.51M
est: 127.70M (+17.1%)
|
186.43M
est: 151.61M (+23.0%)
|
92.19M
est: 161.46M (-42.9%)
|
268.05M
est: 256.29M (+4.6%)
|
260.41M
259.49M – 261.32M
+1.6% YoY
|
271.49M
269.65M – 273.32M
+4.3% YoY
|
278.46M
278.46M – 278.46M
+2.6% YoY
|
283.53M
282.02M – 284.99M
+1.8% YoY
|
290.87M
289.33M – 292.38M
+2.6% YoY
|
| Net Income |
31.40M
est: 33.23M (-5.5%)
|
24.51M
est: 20.26M (+21.0%)
|
85.86M
est: 67.42M (+27.4%)
|
29.76M
est: 29.39M (+1.2%)
|
34.11M
est: 33.13M (+2.9%)
|
40.07M
est: 40.15M (-0.2%)
|
50.38M
est: 53.63M (-6.1%)
|
61.57M
est: 55.71M (+10.5%)
|
70.71M
est: 64.91M (+8.9%)
|
78.30M
est: 64.20M (+22.0%)
|
70.89M
est: 48.41M (+46.4%)
|
105.35M
est: 82.17M (+28.2%)
|
120.97M
est: 148.91M (-18.8%)
|
41.04M
est: 141.01M (-70.9%)
|
115.44M
est: 228.60M (-49.5%)
|
257.43M
255.22M – 259.64M
+12.6% YoY
|
285.84M
277.85M – 293.82M
+11.0% YoY
|
317.30M
315.14M – 319.47M
+11.0% YoY
|
364.86M
362.34M – 367.31M
+15.0% YoY
|
420.08M
417.18M – 422.90M
+15.1% YoY
|
| SGA |
30.72M
est: 35.04M (-12.3%)
|
29.61M
est: 38.98M (-24.0%)
|
34.40M
est: 30.97M (+11.1%)
|
34.18M
est: 36.24M (-5.7%)
|
32.59M
est: 35.14M (-7.2%)
|
36.32M
est: 42.01M (-13.6%)
|
33.30M
est: 39.16M (-15.0%)
|
39.17M
est: 39.70M (-1.3%)
|
44.41M
est: 45.71M (-2.9%)
|
46.07M
est: 47.76M (-3.5%)
|
56.15M
est: 40.21M (+39.6%)
|
55.02M
est: 47.44M (+16.0%)
|
57.97M
est: 76.07M (-23.8%)
|
108.75M
est: 81.02M (+34.2%)
|
121.38M
est: 128.60M (-5.6%)
|
130.67M
130.21M – 131.13M
+1.6% YoY
|
136.23M
135.31M – 137.15M
+4.3% YoY
|
139.73M
139.73M – 139.73M
+2.6% YoY
|
142.27M
141.51M – 143.00M
+1.8% YoY
|
145.95M
145.18M – 146.71M
+2.6% YoY
|
| EPS |
0.51
est: 0.61 (-16.4%)
|
0.42
est: 0.52 (-19.2%)
|
1.77
est: 0.61 (+190.2%)
|
0.62
est: 0.56 (+10.7%)
|
0.69
est: 0.70 (-0.7%)
|
0.77
est: 0.74 (+4.1%)
|
0.94
est: 0.84 (+11.9%)
|
1.13
est: 1.08 (+4.6%)
|
1.30
est: 1.24 (+5.3%)
|
1.44
est: 1.38 (+4.1%)
|
1.35
est: 1.51 (-10.8%)
|
2.05
est: 2.04 (+0.5%)
|
2.42
est: 2.35 (+2.8%)
|
0.78
est: 2.23 (-65.0%)
|
1.83
est: 3.61 (-49.4%)
|
4.07
4.04 – 4.11
+12.5% YoY
|
4.49
4.39 – 4.65
+10.5% YoY
|
5.02
4.98 – 5.05
+11.6% YoY
|
5.77
5.73 – 5.81
+15.0% YoY
|
6.64
6.60 – 6.69
+15.1% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-08 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 3/5 | 4/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 3/5 | 4/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-15 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
352.14M
OE per share TTM
5.52
Owner's Yield
18.90%
Maintenance CapEx ratio
0.65%
Maint CapEx / Avg PPE
18.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
24
Total invested
9.82M
Insider transactions (90d)
0
Beneficial owners (>5%)
31
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Abigail P. Johnson | 5.63M | 10.24% | — | — | 5.63M | — | IN | Delaware | 2020-02-07 | ↗ |
| 2 | FMR LLC | 5.63M | 10.24% | 1.87M | — | 5.63M | — | HC | Delaware | 2020-02-07 | ↗ |
| 3 | Morgan Stanley | 4.11M | 7.90% | — | 4.07M | — | 4.11M | HC, CO | — | 2022-02-10 | ↗ |
| 4 | 30-0447847 | 3.77M | 7.20% | 3.71M | — | 3.77M | — | IA | — | 2022-02-08 | ↗ |
| 5 | (1) BlackRock, Inc. | 3.42M | 6.60% | 3.30M | — | 3.42M | — | HC | Delaware | 2022-02-01 | ↗ |
| 6 | Eaton Vance Management 04-3101341 | 3.18M | 11.00% | 3.18M | — | 3.18M | — | IA | — | 2021-02-12 | ↗ |
| 7 | Allspring Global Investments Holdings, LLC | 2.88M | 5.53% | 2.72M | — | 2.88M | — | HC | Delaware | 2022-01-18 | ↗ |
| 8 | Allspring Global Investments, LLC | 2.88M | 5.52% | 585.4K | — | 2.88M | — | IA | Delaware | 2022-01-18 | ↗ |
| 9 | Cardinal Capital Management, LLC | 2.71M | 4.90% | 2.14M | — | 2.71M | — | IA, OO | United States | 2020-02-14 | ↗ |
| 10 | 2. | 2.36M | 4.30% | 1.52M | — | 2.36M | — | IA | Canada | 2020-02-14 | ↗ |
| 11 | The Capital Management Corporation Tax id 54-1048352 CRD 112242 | 822.3K | 8.60% | 793.1K | — | 822.3K | — | IA | Virginia, USA | 2022-02-23 | ↗ |
| 12 | RMB Capital Management, LLC | 620.6K | 7.44% | — | 620.6K | — | — | IA | Delaware | 2019-02-14 | ↗ |
| 13 | Wellington Group Holdings LLP | 565.9K | 6.16% | — | 565.9K | — | — | HC | Massachusetts | 2020-01-28 | ↗ |
| 14 | Wellington Investment Advisors Holdings LLP | 565.9K | 6.16% | — | 565.9K | — | — | HC | Massachusetts | 2020-01-28 | ↗ |
| 15 | Wellington Management Company LLP | 565.9K | 6.16% | — | 565.9K | — | — | IA | Massachusetts | 2020-01-28 | ↗ |
| 16 | Wellington Management Group LLP | 565.9K | 6.16% | — | 565.9K | — | — | HC | Massachusetts | 2020-01-28 | ↗ |
| 17 | Wellington Trust Company, NA | 565.9K | 6.16% | — | 565.9K | — | — | BK | United States | 2020-01-29 | ↗ |
| 18 | The Vanguard Group - 23-1945930 | 517.4K | 5.54% | — | 15.4K | 498.5K | — | IA | Pennsylvania | 2024-02-13 | ↗ |
| 19 | Mendon Capital Advisors Corp. | 514.3K | 6.16% | — | 514.3K | — | — | IA | Delaware | 2019-02-14 | ↗ |
| 20 | Boston Partners | 509.9K | 5.34% | 421.0K | — | 509.9K | — | IA | Delaware | 2021-02-11 | ↗ |
| 21 | Brian Nelson | 484.6K | 5.01% | — | 484.6K | — | 484.6K | HC, IN | Delaware | 2022-08-01 | ↗ |
| 22 | Long Path Fund GP, LLC | 484.6K | 5.01% | — | 484.6K | — | 484.6K | IA, OO | Delaware | 2022-08-01 | ↗ |
| 23 | Long Path Holdings LLC | 484.6K | 5.01% | — | 484.6K | — | 484.6K | HC, OO | Delaware | 2022-08-01 | ↗ |
| 24 | Long Path Partners, LP | 484.6K | 5.01% | — | 484.6K | — | 484.6K | IA, PN | Delaware | 2022-08-01 | ↗ |
| 25 | Long Path Smaller Companies Fund, LP. | 484.6K | 5.01% | — | 484.6K | — | 484.6K | PN | Delaware | 2022-08-01 | ↗ |
| 26 | William Brennan | 484.6K | 5.01% | — | 484.6K | — | 484.6K | HC, IN | Delaware | 2022-08-01 | ↗ |
| 27 | RMB Mendon Managers, LLC | 77.6K | 0.93% | — | 77.6K | — | — | OO | Delaware | 2019-02-14 | ↗ |
| 28 | Iron Road Capital Partners LLC | 28.7K | 0.34% | — | 28.7K | — | — | OO | Delaware | 2019-02-14 | ↗ |
| 29 | 95-1411037 | 13.00 | 7.80% | 3.93M | — | 3.93M | — | IA | Delaware | 2024-11-12 | ↗ |
| 30 | Allspring Funds Management, LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2022-01-18 | ↗ |
| 31 | RMB Capital Holdings, LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2020-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
24
-240 vs prev Q
New positions
4
Closed positions
242
Increased
13
Reduced
4
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 | — | 3.20M +3.2M (+100.0%) | 161.55B +161.6B (+100.0%) | 5.03% +5.034 pp | 100.00% +100.000 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 2 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 229.0K +229.0K (+100.0%) | 11.55B +11.6B (+100.0%) | 0.36% +0.360 pp | 0.02% +0.017 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 3 | FMR LLC | 7.13M +4.1M (+136.0%) | 359.86M +199.8M (+124.8%) | 11.21% +6.457 pp | 0.02% +0.010 pp | USD55.52 -9.1% | 70 qtrs — |
| 4 | VANGUARD GROUP INC | 4.84M -50.8K (-1.0%) | 244.06M -14.8M (-5.7%) | 7.61% -0.088 pp | 0.00% 0.000 pp | USD54.38 -7.2% | 81 qtrs — |
| 5 | BLACKROCK, INC. | 3.60M +57.5K (+1.6%) | 181.53M -6.0M (-3.2%) | 5.66% +0.085 pp | 0.00% 0.000 pp | USD67.51 -25.3% | 6 qtrs — |
| 6 | MORGAN STANLEY | 3.25M -149.7K (-4.4%) | 164.03M -16.1M (-8.9%) | 5.11% -0.241 pp | 0.01% -0.001 pp | USD48.72 +3.6% | 51 qtrs — |
| 7 | CAPITAL RESEARCH GLOBAL INVESTORS | 2.91M -6.8K (-0.2%) | 147.04M -7.7M (-5.0%) | 4.58% -0.016 pp | 0.03% -0.002 pp | USD73.65 -31.5% | 9 qtrs — |
| 8 | BANK OF MONTREAL /CAN/ | 2.25M +2.3M (+100.0%) | 113.60M +113.6M (+100.0%) | 3.54% +3.540 pp | 0.04% +0.039 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 9 | P2 CAPITAL PARTNERS, LLC | 1.77M +57.1K (+3.3%) | 89.47M -1.4M (-1.6%) | 2.79% +0.087 pp | 22.92% +5.456 pp | USD38.38 +31.4% | 51 qtrs — |
| 10 | DURABLE CAPITAL PARTNERS LP | 1.63M -2.3M (-58.4%) | 82.33M -125.5M (-60.4%) | 2.57% -3.612 pp | 0.78% -0.761 pp | USD52.96 -4.7% | 2 qtrs — |
| 11 | STATE STREET CORP | 1.15M -6.0K (-0.5%) | 57.96M -3.2M (-5.2%) | 1.81% -0.011 pp | 0.00% 0.000 pp | USD22.54 +123.8% | 51 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1.15M -4.1K (-0.4%) | 57.80M -3.1M (-5.1%) | 1.80% -0.008 pp | 0.00% 0.000 pp | USD31.62 +59.6% | 78 qtrs — |
| 13 | BLOOMBERGSEN INC. | 1.03M -79.6K (-7.2%) | 51.88M -6.8M (-11.6%) | 1.62% -0.127 pp | 3.79% +0.149 pp | USD48.07 +5.0% | 16 qtrs — |
| 14 | SUNRIVER MANAGEMENT LLC | 989.3K +392.6K (+65.8%) | 49.91M +18.3M (+57.9%) | 1.56% +0.616 pp | 5.23% +1.797 pp | USD51.96 -2.9% | 2 qtrs — |
| 15 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 977.0K +155.6K (+18.9%) | 49.63M +4.3M (+9.6%) | 1.54% +0.243 pp | 0.08% +0.008 pp | USD42.15 +19.7% | 17 qtrs — |
| 16 | CAPITAL WORLD INVESTORS | 919.9K -380.0 (0.0%) | 46.41M -2.3M (-4.8%) | 1.45% -0.002 pp | 0.01% 0.000 pp | USD76.28 -33.9% | 8 qtrs — |
| 17 | NORTHERN TRUST CORP | 910.7K -23.1K (-2.5%) | 45.95M -3.5M (-7.1%) | 1.43% -0.038 pp | 0.01% -0.001 pp | USD18.20 +177.2% | 51 qtrs — |
| 18 | JANUS HENDERSON GROUP PLC | 910.7K -37.9K (-4.0%) | 45.95M -4.3M (-8.5%) | 1.43% -0.061 pp | 0.02% -0.002 pp | USD66.52 -24.2% | 17 qtrs — |
| 19 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 874.6K -51.7K (-5.6%) | 44.12M -4.9M (-10.1%) | 1.37% -0.083 pp | 0.30% -0.021 pp | USD34.95 +44.3% | 23 qtrs — |
| 20 | GW&K INVESTMENT MANAGEMENT, LLC | 779.0K +21.6K (+2.9%) | 39.30M -811.0K (-2.0%) | 1.22% +0.033 pp | 0.34% -0.015 pp | USD47.84 +5.5% | 27 qtrs — |
| 21 | SG AMERICAS SECURITIES, LLC | 706.7K +706.7K (+100.0%) | 35.65M +35.7M (+100.0%) | 1.11% +1.111 pp | 0.05% +0.046 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 22 | ROYCE & ASSOCIATES LP | 659.1K +524.4K (+389.3%) | 33.25M +26.1M (+366.1%) | 1.04% +0.824 pp | 0.34% +0.266 pp | USD53.72 -6.1% | 16 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 635.4K +327.1K (+106.1%) | 32.06M +15.7M (+96.3%) | 1.00% +0.514 pp | 0.00% +0.002 pp | USD57.46 -12.2% | 42 qtrs — |
| 24 | PREMIER FUND MANAGERS LTD | 614.5K -200.3K (-24.6%) | 31.52M -12.3M (-28.1%) | 0.97% -0.316 pp | 1.82% +0.014 pp | USD55.40 -8.9% | 11 qtrs — |
| 25 | DIMENSIONAL FUND ADVISORS LP | 589.7K -24.5K (-4.0%) | 29.75M -2.8M (-8.5%) | 0.93% -0.040 pp | 0.01% -0.001 pp | USD8.24 +512.3% | 51 qtrs — |
| 26 | HANDELSBANKEN FONDER AB | 562.0K -185.0K (-24.8%) | 28.35M -11.2M (-28.3%) | 0.88% -0.292 pp | 0.09% -0.040 pp | USD63.15 -20.1% | 11 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 535.3K +10.5K (+2.0%) | 27.01M -789.0K (-2.8%) | 0.84% +0.016 pp | 0.00% 0.000 pp | USD24.47 +106.2% | 82 qtrs — |
| 28 | FENIMORE ASSET MANAGEMENT INC | 452.6K -2.8K (-0.6%) | 22.83M -1.3M (-5.3%) | 0.71% -0.005 pp | 0.48% -0.008 pp | USD17.71 +184.9% | 36 qtrs — |
| 29 | BANK OF AMERICA CORP /DE/ | 442.1K +589.0 (+0.1%) | 22.31M -1.1M (-4.6%) | 0.70% +0.000 pp | 0.00% +0.000 pp | USD38.54 +30.9% | 52 qtrs — |
| 30 | WELLINGTON MANAGEMENT GROUP LLP | 440.5K +77.6K (+21.4%) | 22.22M +3.0M (+15.6%) | 0.69% +0.121 pp | 0.00% +0.001 pp | USD76.06 -33.7% | 5 qtrs — |
| 31 | WATERS PARKERSON & CO., LLC | 437.2K +22.8K (+5.5%) | 22.06M +108.3K (+0.5%) | 0.69% +0.035 pp | 1.08% +0.014 pp | USD76.72 -34.2% | 5 qtrs — |
| 32 | GENEVA CAPITAL MANAGEMENT LLC | 399.6K -33.3K (-7.7%) | 20.16M -2.8M (-12.1%) | 0.63% -0.053 pp | 0.38% -0.014 pp | USD72.11 -30.0% | 6 qtrs — |
| 33 | ROYAL BANK OF CANADA | 348.8K -221.0K (-38.8%) | 17.60M -12.6M (-41.7%) | 0.55% -0.348 pp | 0.00% -0.002 pp | USD56.80 -11.2% | 51 qtrs — |
| 34 | CITADEL ADVISORS LLC | 307.7K -315.4K (-50.6%) | 15.52M -17.5M (-53.0%) | 0.48% -0.497 pp | 0.00% -0.003 pp | USD58.65 -14.0% | 21 qtrs — |
| 35 | GRANITE INVESTMENT PARTNERS, LLC | 303.0K +6.8K (+2.3%) | 15.28M -400.7K (-2.6%) | 0.48% +0.010 pp | 0.91% +0.015 pp | USD18.53 +172.3% | 35 qtrs — |
| 36 | MONTRUSCO BOLTON INVESTMENTS INC. | 295.1K +18.3K (+6.6%) | 14.89M +228.4K (+1.6%) | 0.46% +0.028 pp | 0.19% +0.015 pp | USD67.63 -25.4% | 3 qtrs — |
| 37 | WCM INVESTMENT MANAGEMENT, LLC | 274.6K -4.3K (-1.6%) | 14.09M -924.8K (-6.2%) | 0.43% -0.007 pp | 0.03% -0.002 pp | USD52.96 -4.7% | 2 qtrs — |
| 38 | SUMMIT CREEK ADVISORS LLC | 264.2K -20.1K (-7.1%) | 13.33M -1.7M (-11.5%) | 0.42% -0.032 pp | 2.10% -0.097 pp | USD71.56 -29.5% | 9 qtrs — |
| 39 | DEUTSCHE BANK AG\ | 251.6K +9.9K (+4.1%) | 12.69M -109.1K (-0.9%) | 0.40% +0.015 pp | 0.00% 0.000 pp | USD53.62 -5.9% | 50 qtrs — |
| 40 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 183.6K -7.5K (-3.9%) | 9.26M -856.5K (-8.5%) | 0.29% -0.012 pp | 0.37% -0.040 pp | USD59.06 -14.6% | 5 qtrs — |
| 41 | RUSSELL INVESTMENTS GROUP, LTD. | 167.0K +105.3K (+170.8%) | 8.42M +5.2M (+157.9%) | 0.26% +0.166 pp | 0.01% +0.006 pp | USD58.24 -13.4% | 37 qtrs — |
| 42 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 157.8K -71.0K (-31.0%) | 7.96M -4.2M (-34.3%) | 0.25% -0.112 pp | 0.03% -0.015 pp | USD60.32 -16.4% | 10 qtrs — |
| 43 | BLAIR WILLIAM & CO/IL | 149.4K -203.4K (-57.7%) | 7.54M -11.1M (-59.7%) | 0.23% -0.320 pp | 0.02% -0.030 pp | USD70.07 -28.0% | 10 qtrs — |
| 44 | BANK OF NEW YORK MELLON CORP | 141.6K -15.2K (-9.7%) | 7.14M -1.2M (-14.0%) | 0.22% -0.024 pp | 0.00% 0.000 pp | USD24.03 +109.9% | 66 qtrs — |
| 45 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 139.6K +6.2K (+4.7%) | 7.04M -20.8K (-0.3%) | 0.22% +0.010 pp | 0.02% -0.001 pp | USD36.98 +36.4% | 40 qtrs — |
| 46 | FIRST MANHATTAN CO. LLC. | 138.2K +— (+0.0%) | 6.97M -346.9K (-4.7%) | 0.22% 0.000 pp | 0.02% -0.001 pp | USD10.30 +389.8% | 51 qtrs — |
| 47 | NUVEEN, LLC | 113.3K -2.3K (-2.0%) | 5.72M -408.6K (-6.7%) | 0.18% -0.004 pp | 0.00% 0.000 pp | USD75.86 -33.5% | 4 qtrs — |
| 48 | UBS ASSET MANAGEMENT AMERICAS INC | 111.7K +8.3K (+8.0%) | 5.63M +158.4K (+2.9%) | 0.18% +0.013 pp | 0.00% +0.000 pp | USD56.34 -10.5% | 52 qtrs — |
| 49 | STIFEL FINANCIAL CORP | 104.3K +86.3K (+480.2%) | 5.26M +4.3M (+452.7%) | 0.16% +0.136 pp | 0.00% +0.004 pp | USD54.01 -6.6% | 9 qtrs — |
| 50 | NEUMEIER POMA INVESTMENT COUNSEL LLC | 101.6K -1.5K (-1.4%) | 5.12M -331.8K (-6.1%) | 0.16% -0.003 pp | 0.42% -0.023 pp | USD48.29 +4.5% | 14 qtrs — |
| 51 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 99.3K +70.3K (+241.9%) | 5.01M +3.5M (+225.7%) | 0.16% +0.110 pp | 0.04% +0.024 pp | USD51.18 -1.4% | 5 qtrs — |
| 52 | MAWER INVESTMENT MANAGEMENT LTD. | 97.2K -30.7K (-24.0%) | 4.90M -1.9M (-27.6%) | 0.15% -0.049 pp | 0.03% -0.008 pp | USD71.71 -29.6% | 3 qtrs — |
| 53 | SWISS NATIONAL BANK | 95.8K +900.0 (+0.9%) | 4.83M -192.8K (-3.8%) | 0.15% +0.001 pp | 0.00% +0.000 pp | USD21.54 +134.2% | 51 qtrs — |
| 54 | BARCLAYS PLC | 94.2K +15.5K (+19.6%) | 4.75M -545.9K (-10.3%) | 0.15% +0.024 pp | 0.00% 0.000 pp | USD65.76 -23.3% | 51 qtrs — |
| 55 | BRIDGE CITY CAPITAL, LLC | 90.7K -10.7K (-10.6%) | 4.58M -794.4K (-14.8%) | 0.14% -0.017 pp | 1.34% -0.089 pp | USD60.19 -16.2% | 10 qtrs — |
| 56 | INVESCO LTD. | 90.6K -490.2K (-84.4%) | 4.57M -26.2M (-85.1%) | 0.14% -0.772 pp | 0.00% -0.004 pp | USD69.09 -27.0% | 57 qtrs — |
| 57 | NEW YORK STATE COMMON RETIREMENT FUND | 86.3K +7.2K (+9.2%) | 4.35M +167.3K (+4.0%) | 0.14% +0.011 pp | 0.01% +0.000 pp | USD22.58 +123.4% | 60 qtrs — |
| 58 | UBS GROUP AG | 77.0K +672.0 (+0.9%) | 3.89M -157.8K (-3.9%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD68.34 -26.2% | 45 qtrs — |
| 59 | CAMPBELL & CO INVESTMENT ADVISER LLC | 76.2K +53.4K (+234.9%) | 3.84M +2.6M (+219.0%) | 0.12% +0.084 pp | 0.18% +0.093 pp | USD51.20 -1.5% | 2 qtrs — |
| 60 | WELLS FARGO & COMPANY/MN | 71.1K +21.7K (+44.0%) | 3.59M +972.6K (+37.2%) | 0.11% +0.034 pp | 0.00% +0.000 pp | USD50.49 -0.1% | 57 qtrs — |
| 61 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 63.5K +7.2K (+12.8%) | 3.41M +267.0K (+8.5%) | 0.10% +0.011 pp | 0.00% 0.000 pp | USD64.85 -22.2% | 10 qtrs — |
| 62 | MAGNETAR FINANCIAL LLC | 66.8K +66.8K (+100.0%) | 3.37M +3.4M (+100.0%) | 0.11% +0.105 pp | 0.03% +0.033 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 63 | RHUMBLINE ADVISERS | 64.6K -10.2K (-13.7%) | 3.26M -705.0K (-17.8%) | 0.10% -0.016 pp | 0.00% -0.001 pp | USD29.58 +70.6% | 55 qtrs — |
| 64 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 62.1K +1.0K (+1.7%) | 3.14M -100.9K (-3.1%) | 0.10% +0.002 pp | 0.00% +0.000 pp | USD75.84 -33.5% | 31 qtrs — |
| 65 | WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 57.6K +— (+0.0%) | 2.91M -144.7K (-4.7%) | 0.09% 0.000 pp | 0.46% -0.036 pp | USD23.97 +110.5% | 23 qtrs — |
| 66 | ALLIANCEBERNSTEIN L.P. | 53.9K -5.0 (0.0%) | 2.72M -135.6K (-4.7%) | 0.08% 0.000 pp | 0.00% +0.000 pp | USD12.24 +312.2% | 61 qtrs — |
| 67 | XTX TOPCO LTD | 53.4K +46.6K (+694.2%) | 2.69M +2.3M (+656.5%) | 0.08% +0.073 pp | 0.07% +0.052 pp | USD50.77 -0.6% | 8 qtrs — |
| 68 | KING LUTHER CAPITAL MANAGEMENT CORP | 52.9K -15.5K (-22.6%) | 2.67M -952.4K (-26.3%) | 0.08% -0.024 pp | 0.01% -0.004 pp | USD57.07 -11.6% | 10 qtrs — |
| 69 | JPMORGAN CHASE & CO | 51.7K -471.2K (-90.1%) | 2.61M -25.1M (-90.6%) | 0.08% -0.742 pp | 0.00% -0.002 pp | USD67.43 -25.2% | 51 qtrs — |
| 70 | LEGAL & GENERAL GROUP PLC | 51.4K -4.2K (-7.5%) | 2.59M -349.4K (-11.9%) | 0.08% -0.007 pp | 0.00% 0.000 pp | USD41.53 +21.5% | 46 qtrs — |
| 71 | QUBE RESEARCH & TECHNOLOGIES LTD | 50.9K -51.8K (-50.4%) | 2.57M -2.9M (-52.8%) | 0.08% -0.082 pp | 0.00% -0.003 pp | USD57.27 -11.9% | 22 qtrs — |
| 72 | CHATHAM CAPITAL GROUP, INC. | 50.9K +250.0 (+0.5%) | 2.57M -114.5K (-4.3%) | 0.08% +0.000 pp | 0.37% -0.020 pp | USD47.44 +6.3% | 16 qtrs — |
| 73 | PRICE T ROWE ASSOCIATES INC /MD/ | 48.6K +2.7K (+6.0%) | 2.45M +23.0K (+0.9%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD42.71 +18.1% | 62 qtrs — |
| 74 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 48.4K +4.3K (+9.7%) | 2.44M +106.0K (+4.5%) | 0.08% +0.007 pp | 0.02% +0.001 pp | USD73.38 -31.2% | 5 qtrs — |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 46.3K -2.5K (-5.2%) | 2.34M -251.1K (-9.7%) | 0.07% -0.004 pp | 0.00% 0.000 pp | USD17.96 +180.9% | 52 qtrs — |
| 76 | TAYLOR FRIGON CAPITAL MANAGEMENT LLC | 45.0K -554.0 (-1.2%) | 2.27M -142.4K (-5.9%) | 0.07% -0.001 pp | 1.15% -0.051 pp | USD64.58 -21.9% | 6 qtrs — |
| 77 | PACIFIC CAPITAL PARTNERS LTD | 43.8K -58.8K (-57.3%) | 2.21M -3.2M (-59.3%) | 0.07% -0.093 pp | 2.34% -3.699 pp | USD59.52 -15.2% | 10 qtrs — |
| 78 | MOUNT YALE INVESTMENT ADVISORS, LLC | 43.1K +43.1K (+100.0%) | 2.17M +2.2M (+100.0%) | 0.07% +0.068 pp | 0.10% +0.105 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 79 | VESTMARK ADVISORY SOLUTIONS, INC. | 43.1K +43.1K (+100.0%) | 2.17M +2.2M (+100.0%) | 0.07% +0.068 pp | 0.03% +0.029 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 80 | STATE OF NEW JERSEY COMMON PENSION FUND D | 43.1K +10.2K (+30.9%) | 2.17M +430.8K (+24.7%) | 0.07% +0.016 pp | 0.01% +0.001 pp | USD61.36 -17.8% | 6 qtrs — |
| 81 | PRIVATE ADVISOR GROUP, LLC | 42.6K -191.0 (-0.4%) | 2.15M -117.0K (-5.2%) | 0.07% 0.000 pp | 0.01% -0.001 pp | USD26.59 +89.7% | 35 qtrs — |
| 82 | ENVESTNET ASSET MANAGEMENT INC | 39.9K -44.3K (-52.6%) | 2.01M -2.4M (-54.8%) | 0.06% -0.070 pp | 0.00% -0.001 pp | USD58.69 -14.0% | 29 qtrs — |
| 83 | GREAT LAKES ADVISORS, LLC | 39.4K +1.1K (+2.8%) | 1.99M -41.8K (-2.1%) | 0.06% +0.002 pp | 0.02% -0.001 pp | USD65.56 -23.0% | 12 qtrs — |
| 84 | MARSHALL WACE, LLP | 39.1K -5.9K (-13.2%) | 1.97M -412.2K (-17.3%) | 0.06% -0.009 pp | 0.00% -0.001 pp | USD71.71 -29.6% | 16 qtrs — |
| 85 | HOLOCENE ADVISORS, LP | 37.8K +7.4K (+24.3%) | 1.91M +296.2K (+18.4%) | 0.06% +0.012 pp | 0.00% +0.000 pp | USD55.24 -8.7% | 3 qtrs — |
| 86 | LPL FINANCIAL LLC | 37.7K -3.9K (-9.5%) | 1.90M -303.8K (-13.8%) | 0.06% -0.006 pp | 0.00% 0.000 pp | USD56.29 -10.4% | 21 qtrs — |
| 87 | D. E. SHAW & CO., INC. | 36.8K +36.8K (+100.0%) | 1.86M +1.9M (+100.0%) | 0.06% +0.058 pp | 0.00% +0.001 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 88 | ROUNDVIEW CAPITAL LLC | 36.4K -10.3K (-22.1%) | 1.84M -636.8K (-25.8%) | 0.06% -0.016 pp | 0.11% -0.043 pp | USD47.47 +6.3% | 17 qtrs — |
| 89 | SEI INVESTMENTS CO | 35.9K +5.1K (+16.5%) | 1.81M +178.8K (+10.9%) | 0.06% +0.008 pp | 0.00% +0.000 pp | USD53.00 -4.8% | 21 qtrs — |
| 90 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 35.6K -3.7K (-9.5%) | 1.80M -287.3K (-13.8%) | 0.06% -0.006 pp | 0.01% -0.001 pp | USD65.84 -23.4% | 15 qtrs — |
| 91 | CENTERBOOK PARTNERS LP | 31.8K -66.6K (-67.6%) | 1.61M -3.6M (-69.2%) | 0.05% -0.105 pp | 0.08% -0.179 pp | USD52.96 -4.7% | 2 qtrs — |
| 92 | MILLENNIUM MANAGEMENT LLC | 31.6K -70.1K (-68.9%) | 1.59M -3.8M (-70.4%) | 0.05% -0.110 pp | 0.00% -0.002 pp | USD52.96 -4.7% | 6 qtrs — |
| 93 | HIGHTOWER ADVISORS, LLC | 31.1K -765.0 (-2.4%) | 1.57M -118.6K (-7.0%) | 0.05% -0.001 pp | 0.00% 0.000 pp | USD60.33 -16.4% | 26 qtrs — |
| 94 | JANE STREET GROUP, LLC | 29.7K -192.3K (-86.6%) | 1.50M -10.3M (-87.3%) | 0.05% -0.303 pp | 0.00% -0.002 pp | USD52.96 -4.7% | 19 qtrs — |
| 95 | NUMERAI GP LLC | 28.6K +28.6K (+100.0%) | 1.45M +1.4M (+100.0%) | 0.05% +0.045 pp | 0.17% +0.174 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 96 | METLIFE INVESTMENT MANAGEMENT, LLC | 27.8K -949.0 (-3.3%) | 1.40M -120.0K (-7.9%) | 0.04% -0.002 pp | 0.01% -0.001 pp | USD37.72 +33.7% | 33 qtrs — |
| 97 | CREATIVE PLANNING | 27.7K +8.9K (+47.2%) | 1.40M +400.4K (+40.2%) | 0.04% +0.014 pp | 0.00% +0.000 pp | USD60.42 -16.5% | 13 qtrs — |
| 98 | TWINBEECH CAPITAL LP | 27.5K +27.5K (+100.0%) | 1.39M +1.4M (+100.0%) | 0.04% +0.043 pp | 0.10% +0.098 pp | USD50.45 +0.0% | 1 qtrs NEW |
| 99 | QUANTINNO CAPITAL MANAGEMENT LP | 27.2K +16.7K (+159.1%) | 1.37M +815.8K (+146.8%) | 0.04% +0.026 pp | 0.00% +0.001 pp | USD56.26 -10.3% | 4 qtrs — |
| 100 | VERITION FUND MANAGEMENT LLC | 26.6K -22.0K (-45.2%) | 1.34M -1.2M (-47.8%) | 0.04% -0.035 pp | 0.01% -0.005 pp | USD55.70 -9.4% | 3 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.79
Neutral
Ratio by volume
2.42
Bullish
Buys
15
Sells
19
Shares acquired
354.0K
Shares disposed
146.2K
Cash buys
2.00
Cash sales
1.00
Net activity
+207,788
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-17 | Lakhia Brad S. | Officer | F-InKind | D | Common Stock | 1,647 | 26.49 | 43.6K | 146,833 | D | ↗ |
| 2026-03-13 | YOUNG RODNEY A | Director | P-Purchase | A | Common Stock | 1,000 | 26.06 | 26.1K | 9,310 | D | ↗ |
| 2026-03-13 | Lakhia Brad S. | Officer | P-Purchase | A | Common Stock | 12,775 | 25.97 | 331.7K | 148,480 | D | ↗ |
| 2026-03-13 | GRISKO JEROME P | Director / Officer | G-Gift | D | Common Stock | 5,429 | 0.00 | — | 513,174 | I | ↗ |
| 2026-03-10 | WILEY BENAREE PRATT | Director | S-Sale | D | Common Stock | 17,956 | 26.39 | 473.9K | 18,000 | I | ↗ |
| 2026-03-06 | Mangan Michael T. | Officer | A-Award | A | Common Stock | 3,462 | 0.00 | — | 7,633 | D | ↗ |
| 2026-03-06 | Lakhia Brad S. | Officer | A-Award | A | Common Stock | 28,025 | 0.00 | — | 134,550 | D | ↗ |
| 2026-03-06 | Kouzelos Michael P | Officer | A-Award | A | Common Stock | 21,760 | 0.00 | — | 389,718 | D | ↗ |
| 2026-03-06 | GRISKO JEROME P | Director / Officer | A-Award | A | Common Stock | 85,709 | 0.00 | — | 160,818 | D | ↗ |
| 2026-02-14 | Mangan Michael T. | Officer | F-InKind | D | Common Stock | 183 | 27.84 | 5.1K | 4,171 | D | ↗ |
| 2026-02-14 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 1,059 | 27.84 | 29.5K | 367,958 | D | ↗ |
| 2026-02-14 | GRISKO JEROME P | Director / Officer | F-InKind | D | Common Stock | 4,510 | 27.84 | 125.6K | 75,109 | D | ↗ |
| 2026-02-11 | Mangan Michael T. | Officer | F-InKind | D | Common Stock | 928 | 30.47 | 28.3K | 4,354 | D | ↗ |
| 2026-02-11 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 4,766 | 30.47 | 145.2K | 369,017 | D | ↗ |
| 2026-02-11 | GRISKO JEROME P | Director / Officer | F-InKind | D | Common Stock | 14,756 | 30.47 | 449.6K | 79,619 | D | ↗ |
| 2026-02-09 | Mangan Michael T. | Officer | F-InKind | D | Common Stock | 204 | 34.29 | 7.0K | 3,217 | D | ↗ |
| 2026-02-09 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 1,116 | 34.29 | 38.3K | 363,160 | D | ↗ |
| 2026-02-09 | GRISKO JEROME P | Director / Officer | F-InKind | D | Common Stock | 3,469 | 34.29 | 119.0K | 61,476 | D | ↗ |
| 2026-02-08 | Mangan Michael T. | Officer | F-InKind | D | Common Stock | 266 | 38.27 | 10.2K | 3,421 | D | ↗ |
| 2026-02-08 | Kouzelos Michael P | Officer | M-Exempt | D | Restricted Stock Units | 3,053 | 0.00 | — | 0 | D | ↗ |
| 2026-02-08 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Restricted Stock Units | 9,454 | 0.00 | — | 0 | D | ↗ |
| 2025-12-02 | WILEY BENAREE PRATT | Director | S-Sale | D | Common Stock | 8,288 | 49.54 | 410.6K | 35,956 | I | ↗ |
| 2025-11-26 | Lakhia Brad S. | Officer | P-Purchase | A | Common Stock | 2,060 | 48.51 | 99.9K | 40,584 | D | ↗ |
| 2025-08-08 | YOUNG RODNEY A | Director | P-Purchase | A | Common Stock | 2,000 | 62.43 | 124.9K | 8,310 | D | ↗ |
| 2025-08-04 | Lakhia Brad S. | Officer | P-Purchase | A | Common Stock | 1,593 | 62.78 | 100.0K | 38,524 | D | ↗ |
| 2025-05-16 | YOUNG RODNEY A | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 6,310 | D | ↗ |
| 2025-05-16 | WILEY BENAREE PRATT | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 5,821 | D | ↗ |
| 2025-05-16 | SLOTKIN TODD J | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 51,178 | D | ↗ |
| 2025-05-16 | SHERMAN A HAAG | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 14,074 | D | ↗ |
| 2025-05-16 | Raffa Kathy A | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 2,361 | D | ↗ |
| 2025-05-16 | MARABITO RICHARD T | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 12,836 | D | ↗ |
| 2025-05-16 | France Gina D | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 70,035 | D | ↗ |
| 2025-05-16 | BURDICK RICK L | Director | A-Award | A | Common Stock | 2,361 | 0.00 | — | 2,361 | D | ↗ |
| 2025-03-26 | GRISKO JEROME P | Director / Officer | G-Gift | A | Common Stock | 5,080 | 0.00 | — | 307,080 | I | ↗ |
| 2025-03-17 | Mangan Michael T. | Officer | — | — | Common Stock | 0 | 0.00 | — | 3,687 | D | ↗ |
| 2025-03-17 | Lakhia Brad S. | Officer | A-Award | A | Common Stock | 11,014 | 0.00 | — | 36,931 | D | ↗ |
| 2025-03-14 | GROVE WARE H | Officer | S-Sale | D | Common Stock | 4,029 | 70.16 | 282.7K | 301,518 | D | ↗ |
| 2025-03-06 | WILEY BENAREE PRATT | Director | S-Sale | D | Common Stock | 6,526 | 71.75 | 468.2K | 41,759 | I | ↗ |
| 2025-02-14 | SPURIO CHRIS | Officer | A-Award | A | Common Stock | 10,444 | 0.00 | — | 239,341 | D | ↗ |
| 2025-02-14 | Kouzelos Michael P | Officer | A-Award | A | Common Stock | 7,078 | 0.00 | — | 362,593 | D | ↗ |
| 2025-02-14 | GRISKO JEROME P | Director / Officer | A-Award | A | Common Stock | 30,164 | 0.00 | — | 220,162 | D | ↗ |
| 2025-02-12 | SPURIO CHRIS | Officer | A-Award | A | Common Stock | 16,160 | 0.00 | — | 236,146 | D | ↗ |
| 2025-02-12 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 6,557 | 87.24 | 572.0K | 355,515 | D | ↗ |
| 2025-02-12 | GROVE WARE H | Officer | F-InKind | D | Common Stock | 7,155 | 87.24 | 624.2K | 305,547 | D | ↗ |
| 2025-02-12 | GRISKO JEROME P | Director / Officer | A-Award | A | Common Stock | 36,884 | 0.00 | — | 206,542 | D | ↗ |
| 2025-02-11 | SPURIO CHRIS | Officer | M-Exempt | D | Restricted Stock Units | 4,143 | 0.00 | — | 0 | D | ↗ |
| 2025-02-11 | Kouzelos Michael P | Officer | M-Exempt | D | Restricted Stock Units | 3,748 | 0.00 | — | 0 | D | ↗ |
| 2025-02-11 | GROVE WARE H | Officer | M-Exempt | D | Restricted Stock Units | 4,090 | 0.00 | — | 0 | D | ↗ |
| 2025-02-11 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Restricted Stock Units | 9,457 | 0.00 | — | 0 | D | ↗ |
| 2025-02-09 | SPURIO CHRIS | Officer | F-InKind | D | Common Stock | 1,401 | 88.00 | 123.3K | 217,702 | D | ↗ |
| 2025-02-09 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 1,116 | 88.00 | 98.2K | 345,387 | D | ↗ |
| 2025-02-09 | GROVE WARE H | Officer | F-InKind | D | Common Stock | 1,167 | 88.00 | 102.7K | 294,496 | D | ↗ |
| 2025-02-09 | GRISKO JEROME P | Director / Officer | F-InKind | D | Common Stock | 3,470 | 88.00 | 305.4K | 164,443 | D | ↗ |
| 2025-02-08 | SPURIO CHRIS | Officer | M-Exempt | A | Common Stock | 3,724 | 0.00 | — | 220,774 | D | ↗ |
| 2025-02-08 | Kouzelos Michael P | Officer | M-Exempt | D | Restricted Stock Units | 3,052 | 0.00 | — | 3,053 | D | ↗ |
| 2025-02-08 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 3,331 | 0.00 | — | 297,157 | D | ↗ |
| 2025-02-08 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Restricted Stock Units | 9,453 | 0.00 | — | 9,454 | D | ↗ |
| 2025-01-15 | Raffa Kathy A | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | BURDICK RICK L | Director | G-Gift | D | Common Stock | 179,454 | 0.00 | — | 0 | D | ↗ |
| 2024-12-11 | BURDICK RICK L | Director | G-Gift | D | Common Stock | 1,600 | 0.00 | — | 178,179 | D | ↗ |
| 2024-12-10 | GROVE WARE H | Officer | S-Sale | D | Common Stock | 8,143 | 79.11 | 644.2K | 293,826 | D | ↗ |
| 2024-12-09 | YOUNG RODNEY A | Director | P-Purchase | A | Common Stock | 1,000 | 77.56 | 77.6K | 2,949 | D | ↗ |
| 2024-12-05 | GRISKO JEROME P | Director / Officer | G-Gift | D | Common Stock | 177,914 | 0.00 | — | 387,578 | I | ↗ |
| 2024-05-10 | YOUNG RODNEY A | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 1,949 | — | ↗ |
| 2024-05-10 | WILEY BENAREE PRATT | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 6,492 | — | ↗ |
| 2024-05-10 | SLOTKIN TODD J | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 48,817 | — | ↗ |
| 2024-05-10 | SHERMAN A HAAG | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 11,713 | — | ↗ |
| 2024-05-10 | MARABITO RICHARD T | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 10,475 | — | ↗ |
| 2024-05-10 | France Gina D | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 67,674 | — | ↗ |
| 2024-05-10 | DeGroote Michael H | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 132,954 | — | ↗ |
| 2024-05-10 | BURDICK RICK L | Director | A-Award | A | Common Stock | 1,949 | 0.00 | — | 179,779 | — | ↗ |
| 2024-02-11 | SPURIO CHRIS | Officer | M-Exempt | A | Common Stock | 4,143 | 0.00 | — | 218,909 | — | ↗ |
| 2024-02-11 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 2,411 | 66.07 | 159.3K | 342,753 | — | ↗ |
| 2024-02-11 | GROVE WARE H | Officer | M-Exempt | D | Restricted Stock Units | 5,864 | 0.00 | — | 0 | — | ↗ |
| 2024-02-11 | GRISKO JEROME P | Director / Officer | M-Exempt | A | Common Stock | 13,560 | 0.00 | — | 163,567 | — | ↗ |
| 2024-02-09 | SPURIO CHRIS | Officer | A-Award | A | Common Stock | 9,369 | 0.00 | — | 211,490 | — | ↗ |
| 2024-02-09 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 14,461 | 66.07 | 955.4K | 332,326 | — | ↗ |
| 2024-02-09 | GROVE WARE H | Officer | F-InKind | D | Common Stock | 15,781 | 66.07 | 1.04M | 288,675 | — | ↗ |
| 2024-02-09 | GRISKO JEROME P | Director / Officer | A-Award | A | Common Stock | 81,362 | 0.00 | — | 163,294 | — | ↗ |
| 2024-02-08 | SPURIO CHRIS | Officer | M-Exempt | D | Restricted Stock Units | 3,725 | 0.00 | — | 7,449 | — | ↗ |
| 2024-02-08 | Kouzelos Michael P | Officer | M-Exempt | D | Restricted Stock Units | 3,053 | 0.00 | — | 6,105 | — | ↗ |
| 2024-02-08 | GROVE WARE H | Officer | M-Exempt | D | Restricted Stock Units | 3,332 | 0.00 | — | 6,662 | — | ↗ |
| 2024-02-08 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Restricted Stock Units | 9,454 | 0.00 | — | 18,907 | — | ↗ |
| 2023-11-24 | GROVE WARE H | Officer | S-Sale | D | Common Stock | 100 | 58.10 | 5.8K | 267,575 | — | ↗ |
| 2023-11-22 | GROVE WARE H | Officer | S-Sale | D | Common Stock | 6,849 | 57.99 | 397.2K | 267,675 | — | ↗ |
| 2023-11-07 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 1,159 | 19.45 | 22.5K | 275,683 | — | ↗ |
| 2023-11-06 | GROVE WARE H | Officer | S-Sale | D | Common Stock | 14,930 | 55.25 | 824.8K | 274,524 | — | ↗ |
| 2023-11-03 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 3,911 | 19.45 | 76.1K | 278,435 | — | ↗ |
| 2023-09-07 | GRISKO JEROME P | Director / Officer | M-Exempt | A | Common Stock | 732 | 19.45 | 14.2K | 77,300 | — | ↗ |
| 2023-09-06 | GRISKO JEROME P | Director / Officer | M-Exempt | A | Common Stock | 47,532 | 19.45 | 924.5K | 107,568 | — | ↗ |
| 2023-09-05 | GRISKO JEROME P | Director / Officer | M-Exempt | A | Common Stock | 41,736 | 19.45 | 811.8K | 87,177 | — | ↗ |
| 2023-08-24 | GRISKO JEROME P | Director / Officer | F-InKind | D | Common Stock | 1,800 | 54.09 | 97.4K | 45,441 | — | ↗ |
| 2023-08-23 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Employee Stock Option | 30,134 | 19.45 | 586.1K | 92,760 | — | ↗ |
| 2023-08-22 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Employee Stock Option | 35,258 | 19.45 | 685.8K | 122,894 | — | ↗ |
| 2023-08-21 | GRISKO JEROME P | Director / Officer | F-InKind | D | Common Stock | 11,081 | 53.44 | 592.2K | 21,684 | — | ↗ |
| 2023-08-18 | GRISKO JEROME P | Director / Officer | F-InKind | D | Common Stock | 3,182 | 53.53 | 170.3K | 15,794 | — | ↗ |
| 2023-08-03 | WILEY BENAREE PRATT | Director | S-Sale | D | Common Stock | 7,519 | 54.01 | 406.1K | 45,252 | — | ↗ |
| 2023-08-02 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 20,000 | 19.45 | 389.0K | 294,524 | — | ↗ |
| 2023-06-05 | DIMARTINO JOSEPH S | Director | S-Sale | D | Common Stock | 5,000 | 52.35 | 261.7K | 15,999 | — | ↗ |
| 2023-05-19 | DIMARTINO JOSEPH S | Director | S-Sale | D | Common Stock | 4,873 | 50.39 | 245.6K | 20,999 | — | ↗ |
| 2023-05-17 | DIMARTINO JOSEPH S | Director | S-Sale | D | Common Stock | 5,000 | 50.28 | 251.4K | 25,872 | — | ↗ |
| 2023-05-15 | DIMARTINO JOSEPH S | Director | S-Sale | D | Common Stock | 5,000 | 49.91 | 249.6K | 35,872 | — | ↗ |
| 2023-05-10 | WILEY BENAREE PRATT | Director | A-Award | A | Common Stock | 3,022 | 0.00 | — | 4,543 | — | ↗ |
| 2023-05-10 | SLOTKIN TODD J | Director | A-Award | A | Common Stock | 3,022 | 0.00 | — | 46,868 | — | ↗ |
| 2023-05-10 | SHERMAN A HAAG | Director | A-Award | A | Common Stock | 3,022 | 0.00 | — | 9,764 | — | ↗ |
| 2023-05-10 | MARABITO RICHARD T | Director | A-Award | A | Common Stock | 3,022 | 0.00 | — | 8,526 | — | ↗ |
| 2023-05-10 | France Gina D | Director | A-Award | A | Common Stock | 3,022 | 0.00 | — | 65,725 | — | ↗ |
| 2023-05-10 | DeGroote Michael H | Director | A-Award | A | Common Stock | 3,022 | 0.00 | — | 131,005 | — | ↗ |
| 2023-05-10 | BURDICK RICK L | Director | A-Award | A | Common Stock | 3,022 | 0.00 | — | 177,830 | — | ↗ |
| 2023-05-01 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 1,515 | 19.45 | 29.5K | 276,039 | — | ↗ |
| 2023-04-28 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 18,485 | 19.45 | 359.5K | 293,009 | — | ↗ |
| 2023-03-15 | GRISKO JEROME P | Director / Officer | G-Gift | A | Common Stock | 91,745 | 0.00 | — | 565,492 | — | ↗ |
| 2023-02-28 | SPURIO CHRIS | Officer | M-Exempt | D | Employee Stock Option | 42,179 | 19.45 | 820.4K | 0 | — | ↗ |
| 2023-02-28 | Kouzelos Michael P | Officer | M-Exempt | A | Common Stock | 24,875 | 19.45 | 483.8K | 337,878 | — | ↗ |
| 2023-02-27 | SPURIO CHRIS | Officer | M-Exempt | A | Common Stock | 32,821 | 19.45 | 638.4K | 213,367 | — | ↗ |
| 2023-02-27 | Kouzelos Michael P | Officer | M-Exempt | D | Employee Stock Option | 47,125 | 19.45 | 916.6K | 24,875 | — | ↗ |
| 2023-02-23 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 15,000 | 19.45 | 291.8K | 274,524 | — | ↗ |
| 2023-02-08 | YOUNG RODNEY A | Director | A-Award | A | Stock Option | 50,000 | 48.40 | 2.42M | 50,000 | — | ↗ |
| 2023-02-08 | SPURIO CHRIS | Officer | A-Award | A | Restricted Stock Units | 11,174 | 0.00 | — | 11,174 | — | ↗ |
| 2023-02-08 | Kouzelos Michael P | Officer | A-Award | A | Restricted Stock Units | 9,158 | 0.00 | — | 9,158 | — | ↗ |
| 2023-02-08 | GROVE WARE H | Officer | A-Award | A | Restricted Stock Units | 9,994 | 0.00 | — | 9,994 | — | ↗ |
| 2023-02-08 | GRISKO JEROME P | Director / Officer | A-Award | A | Restricted Stock Units | 28,361 | 0.00 | — | 28,361 | — | ↗ |
| 2023-02-06 | YOUNG RODNEY A | Director | — | D | Common | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-12-02 | GROVE WARE H | Officer | S-Sale | D | Common Stock | 7,000 | 50.08 | 350.5K | 257,844 | — | ↗ |
| 2022-12-01 | GRISKO JEROME P | Officer | M-Exempt | A | Common Stock | 21,044 | 15.55 | 327.2K | 79,571 | — | ↗ |
| 2022-11-30 | GRISKO JEROME P | Officer | M-Exempt | D | Employee Stock Option | 56,833 | 0.00 | — | 21,044 | — | ↗ |
| 2022-11-29 | GRISKO JEROME P | Officer | M-Exempt | A | Common Stock | 12,123 | 15.55 | 188.5K | 45,409 | — | ↗ |
| 2022-11-25 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 8,000 | 15.55 | 124.4K | 265,844 | — | ↗ |
| 2022-11-03 | GRISKO JEROME P | Officer | G-Gift | A | Common Stock | 31,278 | 0.00 | — | 473,747 | — | ↗ |
| 2022-10-31 | HUDSON SHERRILL W | Director | S-Sale | D | Common Stock | 20,000 | 50.15 | 1.00M | 63,983 | — | ↗ |
| 2022-10-31 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 1,401 | 15.55 | 21.8K | 259,245 | — | ↗ |
| 2022-10-28 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 13,599 | 15.55 | 211.5K | 271,443 | — | ↗ |
| 2022-08-12 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 935 | 15.55 | 14.5K | 258,779 | — | ↗ |
| 2022-08-10 | SPURIO CHRIS | Officer | S-Sale | D | Common Stock | 13,222 | 45.25 | 598.3K | 163,588 | — | ↗ |
| 2022-08-05 | GRISKO JEROME P | Officer | M-Exempt | D | Employee Stock Option | 14,407 | 0.00 | — | 90,000 | — | ↗ |
| 2022-08-04 | BURDICK RICK L | Director | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 174,808 | — | ↗ |
| 2022-08-03 | SPURIO CHRIS | Officer | F-InKind | D | Common Stock | 9,828 | 45.19 | 444.2K | 163,588 | — | ↗ |
| 2022-08-03 | GRISKO JEROME P | Officer | M-Exempt | D | Employee Stock Option | 10,280 | 0.00 | — | 169,720 | — | ↗ |
| 2022-08-01 | SPURIO CHRIS | Officer | S-Sale | D | Common Stock | 19,927 | 45.19 | 900.6K | 163,588 | — | ↗ |
| 2022-08-01 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 14,065 | 15.55 | 218.7K | 271,909 | — | ↗ |
| 2022-05-26 | DIMARTINO JOSEPH S | Director | S-Sale | D | Common Stock | 1,000 | 41.33 | 41.3K | 40,872 | — | ↗ |
| 2022-05-23 | DIMARTINO JOSEPH S | Director | S-Sale | D | Common Stock | 2,749 | 38.39 | 105.5K | 42,872 | — | ↗ |
| 2022-05-20 | WILEY BENAREE PRATT | Director | S-Sale | D | Common Stock | 6,482 | 38.32 | 248.4K | 1,521 | — | ↗ |
| 2022-05-17 | GRISKO JEROME P | Officer | G-Gift | A | Common Stock | 6,436 | 0.00 | — | 442,469 | — | ↗ |
| 2022-05-09 | WILEY BENAREE PRATT | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 8,003 | — | ↗ |
| 2022-05-09 | SLOTKIN TODD J | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 43,846 | — | ↗ |
| 2022-05-09 | SHERMAN A HAAG | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 6,742 | — | ↗ |
| 2022-05-09 | MARABITO RICHARD T | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 5,504 | — | ↗ |
| 2022-05-09 | HUDSON SHERRILL W | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 83,983 | — | ↗ |
| 2022-05-09 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 15,000 | 15.55 | 233.3K | 272,844 | — | ↗ |
| 2022-05-09 | France Gina D | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 62,703 | — | ↗ |
| 2022-05-09 | DeGroote Michael H | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 127,983 | — | ↗ |
| 2022-05-09 | DIMARTINO JOSEPH S | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 45,621 | — | ↗ |
| 2022-05-09 | BURDICK RICK L | Director | A-Award | A | Common Stock | 3,004 | 0.00 | — | 176,808 | — | ↗ |
| 2022-05-04 | Kouzelos Michael P | Officer | M-Exempt | A | Common Stock | 24,728 | 10.35 | 255.9K | 297,703 | — | ↗ |
| 2022-05-03 | GRISKO JEROME P | Officer | G-Gift | D | Common Stock | 58,512 | 0.00 | — | 39,722 | — | ↗ |
| 2022-03-16 | Kouzelos Michael P | Officer | M-Exempt | A | Common Stock | 9,200 | 15.55 | 143.1K | 282,175 | — | ↗ |
| 2022-03-15 | Kouzelos Michael P | Officer | M-Exempt | D | Employee Stock Option | 19,730 | 15.55 | 306.8K | 9,200 | — | ↗ |
| 2022-03-14 | Kouzelos Michael P | Officer | S-Sale | D | Common Stock | 9,729 | 39.32 | 382.5K | 272,975 | — | ↗ |
| 2022-03-11 | Kouzelos Michael P | Officer | M-Exempt | A | Common Stock | 5,936 | 15.55 | 92.3K | 278,911 | — | ↗ |
| 2022-03-10 | Kouzelos Michael P | Officer | M-Exempt | D | Employee Stock Option | 7,505 | 15.55 | 116.7K | 44,595 | — | ↗ |
| 2022-03-09 | Kouzelos Michael P | Officer | S-Sale | D | Common Stock | 5,000 | 39.33 | 196.6K | 297,703 | — | ↗ |
| 2022-03-09 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 14,635 | 15.55 | 227.6K | 272,479 | — | ↗ |
| 2022-03-09 | GRISKO JEROME P | Officer | M-Exempt | D | Employee Stock Option | 2,082 | 0.00 | — | 0 | — | ↗ |
| 2022-03-08 | GROVE WARE H | Officer | M-Exempt | D | Employee Stock Option | 14,635 | 0.00 | — | 60,000 | — | ↗ |
| 2022-03-07 | Kouzelos Michael P | Officer | M-Exempt | A | Common Stock | 10,000 | 15.55 | 155.5K | 307,703 | — | ↗ |
| 2022-03-07 | GRISKO JEROME P | Officer | M-Exempt | A | Common Stock | 9,982 | 10.35 | 103.3K | 96,437 | — | ↗ |
| 2022-03-04 | MARABITO RICHARD T | Director | P-Purchase | A | Common Stock | 2,500 | 39.00 | 97.5K | 2,500 | — | ↗ |
| 2022-03-04 | Kouzelos Michael P | Officer | M-Exempt | A | Common Stock | 4,900 | 15.55 | 76.2K | 302,603 | — | ↗ |
| 2022-03-02 | GRISKO JEROME P | Officer | M-Exempt | D | Employee Stock Option | 2,304 | 0.00 | — | 30,000 | — | ↗ |
| 2022-03-01 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Employee Stock Option | 9,922 | 10.35 | 102.7K | 50,338 | — | ↗ |
| 2022-02-28 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Employee Stock Option | 16,390 | 10.35 | 169.6K | 60,260 | — | ↗ |
| 2022-02-23 | GRISKO JEROME P | Director / Officer | G-Gift | A | Common Stock | 33,420 | 0.00 | — | 377,521 | — | ↗ |
| 2022-02-11 | SPURIO CHRIS | Officer | A-Award | A | Restricted Stock Units | 12,430 | 0.00 | — | 12,430 | — | ↗ |
| 2022-02-11 | Kouzelos Michael P | Officer | F-InKind | D | Common Stock | 11,944 | 38.12 | 455.3K | 297,703 | D | ↗ |
| 2022-02-11 | GROVE WARE H | Officer | A-Award | A | Common Stock | 27,787 | 0.00 | — | 270,863 | — | ↗ |
| 2022-02-11 | GRISKO JEROME P | Director / Officer | A-Award | A | Restricted Stock Units | 28,372 | 0.00 | — | 28,372 | — | ↗ |
| 2021-12-31 | GRISKO JEROME P | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-14 | DeGroote Michael H | Director | S-Sale | D | Common Stock | 8,362 | 34.72 | 290.3K | 124,592 | D | ↗ |
| 2021-10-11 | WILEY BENAREE PRATT | Director | S-Sale | D | Common Stock | 2,100 | 33.83 | 71.0K | 4,999 | — | ↗ |
| 2021-09-09 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Employee Stock Option | 15,930 | 10.35 | 164.9K | 90,000 | — | ↗ |
| 2021-09-08 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Employee Stock Option | 18,569 | 10.35 | 192.2K | 105,930 | — | ↗ |
| 2021-09-07 | SLOTKIN TODD J | Director | S-Sale | D | Common Stock | 2,500 | 33.91 | 84.8K | 40,842 | — | ↗ |
| 2021-09-07 | GRISKO JEROME P | Director / Officer | M-Exempt | A | Common Stock | 26,067 | 10.35 | 269.8K | 120,556 | — | ↗ |
| 2021-09-03 | GRISKO JEROME P | Director / Officer | M-Exempt | A | Common Stock | 11,655 | 10.35 | 120.6K | 101,814 | — | ↗ |
| 2021-09-02 | GRISKO JEROME P | Director / Officer | M-Exempt | A | Common Stock | 13,001 | 10.35 | 134.6K | 98,305 | — | ↗ |
| 2021-09-01 | GRISKO JEROME P | Director / Officer | M-Exempt | D | Employee Stock Option | 4,778 | 10.35 | 49.5K | 175,222 | — | ↗ |
| 2021-08-27 | GROVE WARE H | Officer | M-Exempt | A | Common Stock | 10,000 | 10.35 | 103.5K | 253,076 | — | ↗ |
| 2021-08-13 | MARABITO RICHARD T | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-08-12 | MARABITO RICHARD T | Director | A-Award | A | Stock Option | 50,000 | 32.64 | 1.63M | 50,000 | — | ↗ |
| 2021-07-12 | WILEY BENAREE PRATT | Director | S-Sale | D | Common Stock | 2,100 | 32.00 | 67.2K | 52,771 | — | ↗ |
| 2021-05-25 | GERARD STEVEN L | Director | S-Sale | D | Common Stock | 16,012 | 33.09 | 529.9K | 284,376 | — | ↗ |
| 2021-05-24 | GERARD STEVEN L | Director | S-Sale | D | Common Stock | 15,523 | 33.70 | 523.1K | 300,388 | — | ↗ |
| 2021-05-21 | GERARD STEVEN L | Director | S-Sale | D | Common Stock | 14,368 | 33.77 | 485.2K | 315,911 | — | ↗ |
| 2021-05-17 | DIMARTINO JOSEPH S | Director | S-Sale | D | Common Stock | 5,933 | 34.48 | 204.6K | 42,617 | — | ↗ |
| 2021-05-12 | WILEY BENAREE PRATT | Director | A-Award | A | Common Stock | 3,738 | 0.00 | — | 7,099 | — | ↗ |
| 2021-05-12 | SLOTKIN TODD J | Director | A-Award | A | Common Stock | 3,738 | 0.00 | — | 43,342 | — | ↗ |
| 2021-05-12 | SHERMAN A HAAG | Director | A-Award | A | Common Stock | 3,738 | 0.00 | — | 3,738 | — | ↗ |
| 2021-05-12 | HUDSON SHERRILL W | Director | A-Award | A | Common Stock | 3,738 | 0.00 | — | 80,979 | — | ↗ |
| 2021-05-12 | GERARD STEVEN L | Director | A-Award | A | Common Stock | 3,738 | 0.00 | — | 330,279 | — | ↗ |
Executive team
Top executives
EBIT / Employee
26.8K
Shares Outstanding
54.81M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jerome P. Grisko, Jr. PEO, CEO & President | 993.8K | — | 5.24M | — | 576.0K | 255.9K | 7.06M | 74.15% | ↗ |
| 2 | 2025 | Brad Lakhia PFO, SVP & CFO | 494.8K | — | 3.41M | — | 356.0K | 29.6K | 4.29M | 79.48% | ↗ |
| 3 | 2025 | Chris Spurio Former President, Financial Services | 862.5K | — | 1.81M | — | 358.4K | 14.1K | 3.05M | 59.49% | ↗ |
| 4 | 2025 | Michael Kouzelos President, B&I Services | 595.0K | — | 1.23M | — | 269.8K | 14.1K | 2.11M | 58.31% | ↗ |
| 5 | 2025 | Ware Grove Former PFO, SVP & CFO | 155.0K | — | — | — | — | 13.0K | 168.0K | 0.00% | ↗ |
| 6 | 2024 | Jerome P. Grisko, Jr. PEO, CEO & President | 950.0K | — | 3.07M | — | 1.11M | 239.9K | 5.37M | 57.12% | ↗ |
| 7 | 2024 | Chris Spurio President, Financial Services | 762.1K | — | 1.24M | — | 620.0K | 13.8K | 2.63M | 47.00% | ↗ |
| 8 | 2024 | Chris Spurio Former President, Financial Services | 762.1K | — | 1.24M | — | 620.0K | 13.8K | 2.63M | 47.00% | ↗ |
| 9 | 2024 | Ware Grove PFO, SVP & CFO | 550.2K | — | 1.03M | — | 643.2K | 34.0K | 2.26M | 45.66% | ↗ |
| 10 | 2024 | Ware Grove Former PFO, SVP & CFO | 550.2K | — | 1.03M | — | 643.2K | 34.0K | 2.26M | 45.66% | ↗ |
| 11 | 2024 | Michael Kouzelos President, B&I Services | 553.6K | — | 986.3K | — | 448.0K | 13.8K | 2.00M | 49.27% | ↗ |
| 12 | 2023 | Jerome P. Grisko, Jr. PEO, CEO & President | 950.0K | — | 2.75M | — | 1.28M | 240.8K | 5.21M | 52.66% | ↗ |
| 13 | 2023 | Chris Spurio President, Financial Services | 659.5K | — | 1.08M | — | 621.0K | 12.5K | 2.37M | 45.55% | ↗ |
| 14 | 2023 | Chris Spurio Former President, Financial Services | 659.5K | — | 1.08M | — | 621.0K | 12.5K | 2.37M | 45.55% | ↗ |
| 15 | 2023 | Ware Grove PFO, SVP & CFO | 520.2K | — | 967.4K | — | 483.9K | 32.7K | 2.00M | 48.27% | ↗ |
| 16 | 2023 | Ware Grove Former PFO, SVP & CFO | 520.2K | — | 967.4K | — | 483.9K | 32.7K | 2.00M | 48.27% | ↗ |
| 17 | 2023 | Ware Grove PFO, SVP, & CFO | 520.2K | — | 967.4K | — | 483.9K | 32.7K | 2.00M | 48.27% | ↗ |
| 18 | 2023 | Michael Kouzelos President, B&I Services | 506.1K | — | 886.5K | — | 470.0K | 12.5K | 1.88M | 47.28% | ↗ |
| 19 | 2022 | Jerome P. Grisko, Jr. PEO, CEO & President | 943.8K | — | 2.16M | — | 1.52M | 257.3K | 4.88M | 44.30% | ↗ |
| 20 | 2022 | Chris Spurio President, Financial Services | 569.3K | — | 947.6K | — | 616.0K | 11.4K | 2.14M | 44.19% | ↗ |
| 21 | 2022 | Ware Grove PFO, SVP, CFO | 501.0K | — | 935.4K | — | 619.7K | 31.9K | 2.09M | 44.80% | ↗ |
| 22 | 2022 | Ware Grove PFO, SVP & CFO | 501.0K | — | 935.4K | — | 619.7K | 31.9K | 2.09M | 44.80% | ↗ |
| 23 | 2022 | Ware Grove PFO, SVP, & CFO | 501.0K | — | 935.4K | — | 619.7K | 31.9K | 2.09M | 44.80% | ↗ |
| 24 | 2022 | Michael Kouzelos President, B&I Services | 486.7K | — | 857.2K | — | 526.6K | 11.4K | 1.88M | 45.55% | ↗ |
| 25 | 2021 | Jerome P. Grisko, Jr. PEO, CEO & President | 905.2K | — | 2.24M | — | 1.68M | 232.2K | 5.05M | 44.30% | ↗ |
| 26 | 2021 | Chris Spurio President, Financial Services | 557.3K | — | 980.6K | — | 693.0K | 10.7K | 2.24M | 43.75% | ↗ |
| 27 | 2021 | Ware Grove PFO, SVP, & CFO | 487.0K | — | 967.9K | — | 697.1K | 31.2K | 2.18M | 44.33% | ↗ |
| 28 | 2021 | Ware Grove PFO, SVP, CFO | 487.0K | — | 967.9K | — | 697.1K | 31.2K | 2.18M | 44.33% | ↗ |
| 29 | 2021 | Michael Kouzelos President, B&I Services | 473.1K | — | 887.0K | — | 592.5K | 10.7K | 1.96M | 45.18% | ↗ |
| 30 | 2020 | Jerome P. Grisko, Jr. PEO, CEO & President | 884.4K | — | 1.87M | — | 810.6K | 224.9K | 3.79M | 49.32% | ↗ |
| 31 | 2020 | Chris Spurio President, Financial Services | 528.1K | — | 818.6K | — | 327.1K | 10.3K | 1.68M | 48.61% | ↗ |
| 32 | 2020 | Ware Grove PFO, SVP, CFO | 475.3K | — | 808.1K | — | 327.0K | 31.0K | 1.64M | 49.23% | ↗ |
| 33 | 2020 | Michael Kouzelos President, B&I Services | 461.6K | — | 740.5K | — | 279.6K | 10.3K | 1.49M | 49.63% | ↗ |
| 34 | 2020 | Michael Kouzelos President, Benefits & Insurance Services | 461.6K | — | 740.5K | — | 279.6K | 10.3K | 1.49M | 49.63% | ↗ |
| 35 | 2019 | Jerome P. Grisko, Jr. PEO, CEO & President | 865.6K | — | 964.8K | — | 829.8K | 222.5K | 3.85M | 25.08% | ↗ |
| 36 | 2019 | Chris Spurio President, Financial Services | 510.3K | — | 422.7K | — | 323.2K | 10.0K | 1.69M | 25.03% | ↗ |
| 37 | 2019 | Ware Grove PFO, SVP, CFO | 466.4K | — | 417.2K | — | 337.1K | 31.0K | 1.67M | 25.00% | ↗ |
| 38 | 2019 | Michael Kouzelos President, Benefits & Insurance Services | 456.5K | — | 764.7K | — | 286.5K | 10.8K | 1.52M | 50.36% | ↗ |
| 39 | 2019 | Michael Kouzelos President, B&I Services | 456.5K | — | 382.3K | — | 286.5K | 10.8K | 1.52M | 25.18% | ↗ |
| 40 | 2018 | Jerome P. Grisko, Jr. PEO, CEO & President | 790.6K | — | 1.79M | — | 1.29M | 226.0K | 4.09M | 43.60% | ↗ |
| 41 | 2018 | Chris Spurio President, Financial Services | 475.8K | 60.0K | 938.3K | — | 470.3K | 9.7K | 1.95M | 48.02% | ↗ |
| 42 | 2018 | Ware Grove PFO, SVP, CFO | 439.9K | — | 938.3K | — | 521.9K | 30.7K | 1.93M | 48.60% | ↗ |
| 43 | 2018 | Michael Kouzelos President, Benefits & Insurance Services | 454.8K | — | 826.8K | — | 449.7K | 10.5K | 1.74M | 47.47% | ↗ |
| 44 | 2017 | Jerome P. Grisko, Jr. PEO, CEO & President | 714.6K | — | 1.37M | — | 600.0K | 229.7K | 2.92M | 47.09% | ↗ |
| 45 | 2017 | Ware Grove PFO, SVP, CFO | 428.5K | — | 728.3K | — | 262.2K | 29.7K | 1.45M | 50.27% | ↗ |
| 46 | 2017 | Chris Spurio President, Financial Services | 463.5K | — | 728.3K | — | 178.4K | 9.4K | 1.38M | 52.79% | ↗ |
| 47 | 2017 | Michael Kouzelos President, Benefits & Insurance Services | 443.5K | — | 640.0K | — | 170.6K | 10.1K | 1.26M | 50.63% | ↗ |
| 48 | 2017 | Richard Mills COO, Financial Services | 509.0K | 58.8K | 312.2K | — | — | 9.4K | 889.5K | 35.10% | ↗ |
| 49 | 2016 | Jerome P. Grisko, Jr. PEO, CEO & President | 628.8K | — | 928.8K | — | 749.9K | 195.4K | 2.50M | 37.11% | ↗ |
| 50 | 2016 | Ware Grove PFO SVP, CFO | 426.9K | — | 490.5K | — | 362.5K | 30.0K | 1.31M | 37.44% | ↗ |
| 51 | 2016 | Chris Spurio President, Financial Services | 461.8K | — | 490.5K | — | 326.8K | 9.8K | 1.29M | 38.06% | ↗ |
| 52 | 2016 | Ware Grove PFO, SVP, CFO | 426.9K | — | 490.5K | — | 362.5K | 30.0K | 1.28M | 38.24% | ↗ |
| 53 | 2016 | Michael Kouzelos President, Benefits & Insurance Services | 440.8K | — | 431.6K | — | 256.9K | 9.8K | 1.14M | 37.88% | ↗ |
| 54 | 2016 | Richard Mills COO, Financial Services | 509.0K | 112.9K | 210.6K | — | — | 9.8K | 842.3K | 25.00% | ↗ |
| 55 | 2016 | Steven L. Gerard Chairman, Past PEO & CEO | 138.6K | — | 100.0K | — | — | 352.2K | 590.8K | 16.93% | ↗ |
| 56 | 2015 | Steven L. Gerard Chairman, Past PEO & CEO | 716.4K | — | 870.0K | — | 693.1K | 376.4K | 2.66M | 32.76% | ↗ |
| 57 | 2015 | Steven L. Gerard PEO Chairman & CEO | 716.4K | — | 870.0K | — | 693.1K | 376.4K | 2.66M | 32.76% | ↗ |
| 58 | 2015 | Jerome P. Grisko, Jr. PEO, CEO & President | 536.3K | — | 594.0K | — | 508.1K | 26.4K | 1.66M | 35.68% | ↗ |
| 59 | 2015 | Jerome P. Grisko, Jr. President & COO | 536.3K | — | 594.0K | — | 508.1K | 26.4K | 1.66M | 35.68% | ↗ |
| 60 | 2015 | Ware Grove PFO SVP, CFO | 416.3K | — | 456.0K | — | 289.5K | 30.5K | 1.19M | 38.24% | ↗ |
| 61 | 2015 | Ware Grove PFO, SVP, CFO | 416.3K | — | 456.0K | — | 289.5K | 30.5K | 1.19M | 38.24% | ↗ |
| 62 | 2015 | Chris Spurio President, Financial Services | 444.0K | — | 456.0K | — | 232.9K | 9.7K | 1.14M | 39.91% | ↗ |
| 63 | 2015 | Michael Kouzelos President, Benefits & Insurance Services | 425.0K | — | 402.2K | — | 222.5K | 9.7K | 1.06M | 37.97% | ↗ |
| 64 | 2015 | Michael Kouzelos President, Employee Services | 425.0K | — | 402.2K | — | 222.5K | 9.7K | 1.06M | 37.97% | ↗ |
| 65 | 2014 | Steven L. Gerard PEO Chairman CEO | 713.4K | — | 405.0K | — | 756.1K | 340.1K | 2.77M | 14.64% | ↗ |
| 66 | 2014 | Steven L. Gerard Chairman, Past PEO & CEO | 713.4K | — | 956.8K | — | 756.1K | 340.1K | 2.77M | 34.59% | ↗ |
| 67 | 2014 | Steven L. Gerard PEO Chairman & CEO | 713.4K | — | 956.8K | — | 756.1K | 340.1K | 2.77M | 34.59% | ↗ |
| 68 | 2014 | Jerome P. Grisko, Jr. President COO | 534.0K | — | 247.5K | — | 555.3K | 26.0K | 1.78M | 13.90% | ↗ |
| 69 | 2014 | Jerome P. Grisko, Jr. President & COO | 534.0K | — | 665.5K | — | 555.3K | 26.0K | 1.78M | 37.37% | ↗ |
| 70 | 2014 | Jerome P. Grisko, Jr. PEO, CEO & President | 534.0K | — | 665.5K | — | 555.3K | 26.0K | 1.78M | 37.37% | ↗ |
| 71 | 2014 | Ware Grove PFO SVP, CFO | 414.5K | — | 419.6K | — | 317.0K | 27.6K | 1.18M | 35.60% | ↗ |
| 72 | 2014 | Robert O’Byrne President, Employee Services | 471.3K | — | 162.0K | — | 300.4K | 9.4K | 1.15M | 14.04% | ↗ |
| 73 | 2014 | Chris Spurio President, Financial Services | 394.6K | — | 372.7K | — | 254.0K | 9.4K | 1.03M | 36.16% | ↗ |
| 74 | 2013 | Steven L. Gerard PEO Chairman & CEO | 695.2K | — | 783.1K | — | 723.0K | 304.7K | 2.51M | 31.25% | ↗ |
| 75 | 2013 | Steven L. Gerard PEO Chairman CEO | 695.2K | — | 352.8K | — | 723.0K | 304.7K | 2.51M | 14.08% | ↗ |
| 76 | 2013 | Jerome P. Grisko, Jr. President COO | 520.1K | 100.0K | 215.6K | — | 530.5K | 24.6K | 1.72M | 12.56% | ↗ |
| 77 | 2013 | Jerome P. Grisko, Jr. President & COO | 520.1K | 100.0K | 541.6K | — | 530.5K | 24.6K | 1.72M | 31.55% | ↗ |
| 78 | 2013 | Ware Grove PFO SVP, CFO | 403.7K | 50.0K | 342.6K | — | 302.8K | 27.3K | 1.13M | 30.42% | ↗ |
| 79 | 2013 | David Sibits President, Financial Services | 469.6K | — | 141.1K | — | 293.5K | 9.3K | 1.08M | 13.09% | ↗ |
| 80 | 2013 | Robert O’Byrne President, Employee Services | 459.4K | — | 141.1K | — | 287.1K | 9.3K | 1.06M | 13.30% | ↗ |
| 81 | 2012 | Steven L. Gerard PEO Chairman CEO | 691.8K | 177.3K | 313.2K | — | 375.3K | 292.1K | 2.24M | 14.00% | ↗ |
| 82 | 2012 | Jerome P. Grisko, Jr. President COO | 517.6K | 106.7K | 191.4K | — | 302.6K | 25.8K | 1.44M | 13.31% | ↗ |
| 83 | 2012 | Robert O’Byrne President, Employee Services | 463.2K | — | 125.3K | — | 222.6K | 9.0K | 968.0K | 12.94% | ↗ |
| 84 | 2012 | Ware Grove PFO SVP, CFO | 401.8K | 31.2K | 130.5K | — | 195.9K | 26.8K | 962.3K | 13.56% | ↗ |
| 85 | 2012 | David Sibits President, Financial Services | 467.3K | — | 125.3K | — | 210.3K | 9.0K | 959.9K | 13.05% | ↗ |
| 86 | 2011 | Steven L. Gerard PEO Chairman CEO | 675.0K | 168.5K | 423.0K | — | 445.5K | 300.8K | 2.50M | 16.91% | ↗ |
| 87 | 2011 | Jerome P. Grisko, Jr. President COO | 505.0K | 127.6K | 258.5K | — | 327.2K | 23.7K | 1.61M | 16.03% | ↗ |
| 88 | 2011 | Robert O’Byrne President, Employee Services | 446.0K | 50.0K | 169.2K | — | 240.8K | 8.9K | 1.10M | 15.36% | ↗ |
| 89 | 2011 | David Sibits President, Financial Services | 456.0K | — | 169.2K | — | 246.2K | 17.5K | 1.08M | 15.73% | ↗ |
| 90 | 2011 | Ware Grove PFO SVP, CFO | 392.0K | 33.9K | 176.3K | — | 211.7K | 26.0K | 1.06M | 16.59% | ↗ |
| 91 | 2010 | Steven L. Gerard PEO Chairman CEO | 675.0K | 185.6K | 376.2K | — | 354.4K | 294.8K | 2.16M | 17.45% | ↗ |
| 92 | 2010 | Jerome P. Grisko, Jr. President COO | 505.0K | 112.2K | 229.9K | — | 287.9K | 28.5K | 1.37M | 16.83% | ↗ |
| 93 | 2010 | Ware Grove, PFO SVP, CFO | 392.0K | 89.8K | 156.8K | — | 186.2K | 25.3K | 1.02M | 15.39% | ↗ |
| 94 | 2010 | David Sibits President, Financial Services | 456.0K | — | 150.5K | — | 216.6K | 12.0K | 976.9K | 15.40% | ↗ |
| 95 | 2010 | Robert O’Byrne President, Employee Services | 453.0K | — | 150.5K | — | 215.2K | 9.1K | 969.5K | 15.52% | ↗ |
| 96 | 2009 | Steven L. Gerard PEO Chairman CEO | 675.0K | 179.8K | 442.8K | — | 420.2K | 265.3K | 2.29M | 19.33% | ↗ |
| 97 | 2009 | Jerome P. Grisko, Jr. President COO | 505.0K | 114.8K | 270.6K | — | 327.2K | 32.5K | 1.48M | 18.27% | ↗ |
| 98 | 2009 | Ware Grove, PFO SVP, CFO | 392.0K | 28.3K | 184.5K | — | 211.7K | 38.0K | 1.05M | 17.62% | ↗ |
| 99 | 2009 | David Sibits President, Financial Services | 456.0K | — | 177.1K | — | 231.9K | 18.9K | 1.05M | 16.94% | ↗ |
| 100 | 2009 | Robert O’Byrne President, Employee Services | 453.0K | — | 177.1K | — | 230.6K | 9.1K | 1.03M | 17.17% | ↗ |
| 101 | 2008 | Steven L. Gerard PEO Chairman CEO | 650.0K | 397.3K | 437.3K | — | 477.8K | 280.6K | 2.54M | 17.22% | ↗ |
| 102 | 2008 | Jerome P. Grisko, Jr. President COO | 490.0K | 178.0K | 278.3K | — | 361.6K | 36.9K | 1.57M | 17.76% | ↗ |
| 103 | 2008 | Ware Grove, PFO SVP, CFO | 380.0K | 66.5K | 190.8K | — | 233.5K | 41.3K | 1.08M | 17.59% | ↗ |
| 104 | 2008 | Robert O’Byrne President, Employee Services | 433.0K | 6.2K | 190.8K | — | 266.3K | 8.7K | 1.08M | 17.70% | ↗ |
| 105 | 2008 | David Sibits President, Financial Services | 442.0K | 28.2K | 79.5K | — | 271.8K | 5.5K | 950.5K | 8.36% | ↗ |
| 106 | 2007 | Steven L. Gerard PEO Chairman CEO | 625.0K | 250.0K | 347.6K | — | 515.5K | 230.1K | 2.15M | 16.17% | ↗ |
| 107 | 2007 | Steven L. Gerard (PEO) Chairman CEO | 625.0K | 250.0K | — | — | — | — | 1.85M | 0.00% | ↗ |
| 108 | 2007 | Jerome P. Grisko, Jr. President COO | 468.0K | 140.0K | 221.2K | — | 379.1K | 15.8K | 1.36M | 16.26% | ↗ |
| 109 | 2007 | Robert O’Byrne President, Employee Services | 416.0K | 20.0K | 151.7K | — | 280.8K | 10.1K | 984.6K | 15.41% | ↗ |
| 110 | 2007 | Ware Grove, PFO SVP, CFO | 364.0K | 50.0K | 151.7K | — | 245.7K | 16.9K | 934.3K | 16.23% | ↗ |
| 111 | 2007 | Robert O’Byrne SVP Employee Services | 416.0K | 20.0K | — | — | — | — | 844.9K | 0.00% | ↗ |
| 112 | 2007 | Ware Grove (PFO) SVP CFO | 364.0K | 50.0K | — | — | — | — | 838.2K | 0.00% | ↗ |
| 113 | 2007 | Prior SVP Financial Services | 426.0K | — | — | — | — | — | 816.1K | 0.00% | ↗ |
| 114 | 2007 | David Sibits President, Financial Services | 268.9K | 25.0K | 61.4K | — | 180.2K | 340.00 | 624.1K | 9.84% | ↗ |
| 115 | 2007 | SVP Financial Services | 268.9K | 25.0K | — | — | — | — | 497.1K | 0.00% | ↗ |
| 116 | 2006 | Steven L. Gerard PEO Chairman CEO | 600.0K | 150.0K | — | — | — | — | 1.53M | 0.00% | ↗ |
| 117 | 2006 | Jerome P. Grisko, Jr. President COO | 450.0K | 62.5K | — | — | — | — | 1.08M | 0.00% | ↗ |
| 118 | 2006 | Leonard Miller SVP Financial Services | 410.0K | — | — | — | — | — | 816.6K | 0.00% | ↗ |
| 119 | 2006 | Robert O’Byrne SVP Employee Services | 400.0K | — | — | — | — | — | 748.3K | 0.00% | ↗ |
| 120 | 2006 | Ware H. Grove PFO SVP, CFO | 350.0K | — | — | — | — | — | 694.6K | 0.00% | ↗ |
| 121 | 2005 | Steven L. Gerard Chief Executive Officer/ Chairman | 575.0K | 853.8K | — | — | — | 228.6K | 1.66M | 0.00% | ↗ |
| 122 | 2005 | Jerome P. Grisko, Jr. President COO | 415.0K | 401.2K | — | — | — | 6.9K | 823.1K | 0.00% | ↗ |
| 123 | 2005 | Leonard Miller Sr. Vice President | 385.8K | 347.2K | — | — | — | 6.3K | 739.4K | 0.00% | ↗ |
| 124 | 2005 | Robert O’Byrne Sr. Vice President | 385.0K | 292.6K | — | — | — | 6.3K | 683.9K | 0.00% | ↗ |
| 125 | 2005 | Ware H. Grove Sr. Vice President and CFO | 325.0K | 268.1K | — | — | — | 7.0K | 600.2K | 0.00% | ↗ |
| 126 | 2004 | Steven L. Gerard Chief Executive Officer/ Chairman | 550.0K | 308.0K | — | — | — | 252.8K | 1.11M | 0.00% | ↗ |
| 127 | 2004 | Jerome P. Grisko, Jr. President COO | 390.0K | 204.8K | — | — | — | 6.7K | 601.4K | 0.00% | ↗ |
| 128 | 2004 | Leonard Miller Sr. Vice President | 365.0K | 135.0K | — | — | — | 6.2K | 506.2K | 0.00% | ↗ |
| 129 | 2004 | Robert O’Byrne Sr. Vice President | 365.0K | 135.0K | — | — | — | 6.2K | 506.2K | 0.00% | ↗ |
| 130 | 2004 | Ware H. Grove Sr. Vice President and CFO | 310.0K | 130.2K | — | — | — | 6.7K | 446.9K | 0.00% | ↗ |
| 131 | 2003 | Steven L. Gerard Chief Executive Officer/ Chairman | 550.0K | 308.0K | — | — | — | 125.2K | 983.2K | 0.00% | ↗ |
| 132 | 2003 | Jerome P. Grisko, Jr. President COO | 375.0K | 150.0K | — | — | — | 6.6K | 531.6K | 0.00% | ↗ |
| 133 | 2003 | Robert O’Byrne Sr. Vice President | 335.0K | 132.2K | — | — | — | 6.4K | 473.6K | 0.00% | ↗ |
| 134 | 2003 | Leonard Miller Sr. Vice President | 365.0K | 100.0K | — | — | — | 6.0K | 471.0K | 0.00% | ↗ |
| 135 | 2003 | Ware H. Grove Sr. Vice President and CFO | 285.0K | 91.2K | — | — | — | 6.6K | 382.8K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jerome Grisko Jr. | President, Chief Executive Officer & Director | 2M | male |
| Brad S. Lakhia | Senior Vice President & Chief Financial Officer | 1M | male |
| Michael Kouzelos | President of Benefits & Insurance Services, Inc. | 878.8K | male |
| Richard E. Mills | Chief Operating Officer of Financial Services | 577.3K | male |
| Jaileah X. Huddleston | Senior Vice President, Chief Legal Officer & Corporate Secretary | — | female |
| Bob Batz | Senior Managing Director of Tampa Bay | — | male |
| John Cook | President of Employee Benefits Service Line - Benefits & Insurance Division | — | male |
| Matthew Joseph Morelli | Senior Vice President of Corporate Development | — | male |
| Michael Mangan | Chief Accounting Officer | — | male |
| Peter Scavuzzo | Senior VP, Chief Information & Technology Officer and President of Technology | — | male |
| John Aaron Fleischer | Senior Vice President & Chief Information Officer | — | male |
| Christopher Sikora | Vice President of Investor Relations & Corporate Finance | — | male |
ESG Rating
ESG Score History SPECIALTY BUSINESS SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-04-09 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-04-09 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-03-24 | 2025-04-07 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-03-07 | 2024-04-07 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2023-02-23 | 2023-03-17 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CBZ
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
