Subscribe

CorVel Corporation (CRVL)

USD62.47 -0.80 (-1.26%)
US NASDAQ Financial Services Insurance - Brokers
Address 5128 Apache Plume Road 76109
Fort Worth, TX, US
CEO Michael G. Combs
Website corvel.com
IPO 1991-06-28
CIK 874866 ISIN US2210061097

Explore sections of this company profile

Description

CorVel Corporation delivers comprehensive solutions designed to assist employers, third-party administrators, insurance providers, and government entities in effectively managing healthcare claims. The company focuses on controlling medical expenditures and ensuring high-quality care across various sectors, including workers' compensation, auto liability, and general health. Leveraging advanced technologies such as artificial intelligence, machine learning, and natural language processing, CorVel enhances the oversight of entire healthcare episodes and their associated costs. Their service portfolio includes a wide array of network solutions, featuring automated medical fee auditing, management and reimbursement for preferred providers, retrospective utilization reviews, and detailed scrutiny of both facility and professional claims. Additionally, they offer pharmacy services, directed care programs, Medicare solutions, clearinghouse functionalities, independent medical examinations, and inpatient medical bill reviews. Beyond network services, CorVel provides a suite of patient management offerings, encompassing claims and case management, round-the-clock nurse triage, utilization management, vocational rehabilitation, and life care planning. The company also processes property and casualty claims specifically for self-insured clients. Established in 1987, CorVel maintains its corporate headquarters in Fort Worth, Texas.

News Sentiment (7d)
76 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD62.47 -0.80 (-1.26%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
221.6K
Beta
0.98
Float Shares
28.76M
Free Float %
56.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.18% -0.84% +7.47% +19.72% -15.62% -8.75% -44.50% -3.74% +48.54% +284.74% +18,170.85%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
62.47
DCF (Levered) 22.06 -64.7%

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)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
12.41
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Brokers: +8.0%
    +7.0% Q1'26: +7.4% (vs Q1'25)
  • EPS growth Insurance - Brokers: +30.1%
    +16.9% Q1'26: +19.6% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Brokers: +26.6%
    +11.8% Q1'26: +8.2% (vs Q1'25)
  • EBIT margin Insurance - Brokers: +19.1%
    +14.9% Q1'26: +16.0% (vs Q1'25)
  • ROIC Insurance - Brokers: +6.4%
    +60.7% Q1'26: +68.3% (vs Q1'25)
  • Share dilution Insurance - Brokers: -0.6%
    -0.8% Q1'26: -1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Brokers: -0.02×
    0.14× Q1'26: 0.13× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.98) × ERP
WACC = 99% × Ke + 1% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 62.47
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 Mar 1994
actual
Mar 1995
actual
Mar 1996
actual
Mar 1997
actual
Mar 1998
actual
Mar 1999
actual
Mar 2000
actual
Mar 2001
actual
Mar 2002
actual
Mar 2003
actual
Mar 2006
actual
Mar 2012
actual
Mar 2013
actual
Mar 2014
actual
Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Revenue
80.60M
est: 73.01M (+10.4%)
95.80M
est: 91.20M (+5.0%)
109.10M
est: 112.32M (-2.9%)
121.70M
est: 118.40M (+2.8%)
141.71M
est: 136.00M (+4.2%)
165.46M
est: 159.50M (+3.7%)
186.77M
est: 181.30M (+3.0%)
209.55M
est: 197.70M (+6.0%)
235.91M
est: 230.22M (+2.5%)
282.78M
est: 275.13M (+2.8%)
266.50M
est: 291.82M (-8.7%)
412.67M
est: 338.09M (+22.1%)
429.31M
est: 382.82M (+12.1%)
478.82M
est: 421.10M (+13.7%)
492.63M
est: 463.21M (+6.3%)
503.58M
est: 509.53M (-1.2%)
518.69M
est: 560.49M (-7.5%)
558.35M
est: 616.54M (-9.4%)
595.74M
est: 678.19M (-12.2%)
592.23M
est: 746.01M (-20.6%)
552.64M
est: 820.61M (-32.7%)
646.23M
est: 902.67M (-28.4%)
718.56M
est: 992.94M (-27.6%)
795.31M
est: 1.09B (-27.2%)
EBITDA
9.60M
est: 7.40M (+29.7%)
12.00M
est: 11.40M (+5.3%)
15.10M
est: 12.88M (+17.2%)
18.00M
est: 15.10M (+19.2%)
20.41M
est: 19.50M (+4.7%)
23.06M
est: 22.30M (+3.4%)
26.27M
est: 25.20M (+4.2%)
27.91M
est: 27.69M (+0.8%)
32.32M
est: 31.17M (+3.7%)
36.09M
est: 37.38M (-3.5%)
26.79M
est: 22.06M (+21.5%)
58.16M
est: 32.03M (+81.6%)
59.63M
est: 36.65M (+62.7%)
72.92M
est: 40.32M (+80.9%)
63.56M
est: 44.35M (+43.3%)
66.01M
est: 48.78M (+35.3%)
68.52M
est: 53.66M (+27.7%)
69.68M
est: 59.03M (+18.0%)
84.50M
est: 64.93M (+30.1%)
83.23M
est: 71.42M (+16.5%)
82.61M
est: 78.56M (+5.2%)
108.43M
est: 86.42M (+25.5%)
109.68M
est: 95.06M (+15.4%)
121.35M
est: 104.57M (+16.1%)
EBIT
7.20M
est: 5.49M (+31.1%)
9.60M
est: 9.20M (+4.3%)
12.10M
est: 40.92M (-70.4%)
13.80M
est: -58.50M (+123.6%)
15.11M
est: 15.20M (-0.6%)
16.76M
est: 16.20M (+3.4%)
19.30M
est: 18.60M (+3.8%)
21.16M
est: 20.20M (+4.7%)
23.90M
est: 23.20M (+3.0%)
26.75M
est: 26.56M (+0.7%)
15.85M
est: 12.37M (+28.1%)
43.44M
est: 21.39M (+103.1%)
43.90M
est: 24.59M (+78.5%)
56.51M
est: 27.05M (+108.9%)
45.56M
est: 29.75M (+53.1%)
46.06M
est: 32.73M (+40.7%)
47.55M
est: 36.00M (+32.1%)
47.90M
est: 39.60M (+21.0%)
61.51M
est: 43.56M (+41.2%)
60.71M
est: 47.92M (+26.7%)
59.18M
est: 52.71M (+12.3%)
84.51M
est: 57.98M (+45.8%)
84.55M
est: 63.78M (+32.6%)
95.10M
est: 70.15M (+35.6%)
Net Income
4.40M
est: 3.35M (+31.3%)
5.90M
est: 5.50M (+7.3%)
7.30M
est: 7.38M (-1.1%)
8.50M
est: 8.20M (+3.7%)
9.50M
est: 9.30M (+2.2%)
10.40M
est: 10.10M (+3.0%)
11.97M
est: 11.60M (+3.2%)
13.22M
est: 12.52M (+5.6%)
14.82M
est: 14.38M (+3.0%)
16.58M
est: 16.47M (+0.7%)
9.75M
est: 7.61M (+28.2%)
26.55M
est: 15.01M (+76.9%)
26.73M
est: 17.16M (+55.8%)
34.39M
est: 18.87M (+82.2%)
28.59M
est: 20.76M (+37.7%)
28.53M
est: 22.83M (+24.9%)
29.48M
est: 25.12M (+17.4%)
35.70M
est: 27.63M (+29.2%)
46.70M
est: 30.39M (+53.7%)
47.38M
est: 33.43M (+41.7%)
46.36M
est: 36.77M (+26.1%)
66.41M
est: 40.45M (+64.2%)
66.37M
est: 44.50M (+49.1%)
76.25M
est: 48.95M (+55.8%)
SGA
6.10M
est: 5.07M (+20.3%)
7.20M
est: 6.70M (+7.5%)
8.10M
est: 6.10M (+32.8%)
8.60M
est: 6.40M (+34.4%)
11.00M
est: 10.30M (+6.8%)
12.60M
est: 12.10M (+4.1%)
14.75M
est: 14.10M (+4.6%)
16.39M
est: 15.48M (+5.9%)
18.78M
est: 18.16M (+3.4%)
25.08M
est: 24.18M (+3.7%)
29.59M
est: 25.65M (+15.3%)
50.41M
est: 36.16M (+39.4%)
47.77M
est: 40.99M (+16.5%)
51.97M
est: 45.09M (+15.3%)
54.41M
est: 49.60M (+9.7%)
58.48M
est: 54.56M (+7.2%)
57.24M
est: 60.02M (-4.6%)
59.35M
est: 66.02M (-10.1%)
63.30M
est: 72.62M (-12.8%)
65.21M
est: 79.88M (-18.4%)
64.45M
est: 87.87M (-26.7%)
67.60M
est: 96.66M (-30.1%)
73.71M
est: 106.32M (-30.7%)
76.59M
est: 116.95M (-34.5%)
EPS
0.04
est: 0.08 (-49.9%)
0.05
est: 0.13 (-60.3%)
0.05
est: 0.18 (-71.7%)
0.06
est: 0.20 (-70.0%)
0.09
est: 0.23 (-62.6%)
0.09
est: 0.27 (-64.9%)
0.10
est: 0.31 (-68.1%)
0.12
est: 0.35 (-65.7%)
0.14
est: 0.42 (-66.7%)
0.17
est: 0.50 (-66.0%)
0.11
est: 0.29 (-61.4%)
0.36
est: 0.55 (-34.5%)
0.36
est: 0.62 (-41.5%)
1.63
est: 0.68 (+139.7%)
0.47
est: 0.75 (-37.3%)
0.47
est: 0.82 (-42.7%)
0.51
est: 0.90 (-43.3%)
0.63
est: 0.98 (-35.7%)
0.83
est: 1.09 (-23.5%)
0.86
est: 1.20 (-28.0%)
0.86
est: 1.31 (-34.4%)
1.25
est: 1.44 (-13.2%)
1.28
est: 1.58 (-19.0%)
1.48
est: 1.74 (-14.9%)
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-27 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-26 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-22 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-21 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-20 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-19 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-18 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-15 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-14 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-13 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-12 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-11 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-08 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-07 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-06 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-05 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-04 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 3/5 1/5 1/5
2026-04-24 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 2/5 1/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5
2026-04-15 B+ 3/5 4/5 5/5 5/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
115.95M
OE per share TTM
2.24
Owner's Yield
3.67%
Maintenance CapEx ratio
40.05%
Maint CapEx / Avg PPE
16.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
278
Total invested
1.48B
Insider transactions (90d)
2
Beneficial owners (>5%)
20
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Jeffrey J. Michael. 7.41M 38.02% 237.2K 7.17M 237.2K IN United States 2017-02-08
2 Jeffrey J. Michael 6.97M 38.50% 232.5K 6.74M 232.5K IN United States 2020-02-10
3 Corstar Holdings, Inc. 6.74M 37.20% 6.74M CO Minnesota 2020-02-10
4 Corstar Holdings, Inc. 6.62M 37.02% 6.62M CO 2021-02-08
5 2 6.49M 12.00% 6.49M 6.49M CO 2022-02-10
6 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 2.00M 11.27% 1.43M 431.4K 1.57M 431.4K IA 2022-02-14
7 of 4 Pages 1.86M 9.96% 1.86M 1.86M IN United States America 2019-02-07
8 of 5 Pages 1.71M 9.43% 1.71M 1.71M IN United States of America 2020-02-19
9 (1) BlackRock, Inc. 1.50M 8.50% 1.48M 1.50M HC Delaware 2022-02-01
10 V. Gordon Clemons 1.39M 7.87% 1.39M 1.39M IN 2022-02-14
11 Abigail P. Johnson 1.12M 5.40% 1.12M IN United States of America 2015-02-13
12 Edward C. Johnson 3d 1.12M 5.40% 1.12M IN United States of America 2015-02-13
13 FMR LLC 1.12M 5.40% 79.3K 1.12M HC Delaware 2015-02-13
14 The Vanguard Group - 23-1945930 1.10M 6.20% 17.0K 1.07M 25.6K IA Pennsylvania 2022-02-09
15 13-3127734 1.06M 5.95% 1.06M 1.06M HC Delaware 2021-02-11
16 Wellington Group Holdings LLP 982.9K 5.04% 718.0K HC Delaware 2017-02-09
17 Wellington Investment Advisors Holdings LLP 982.9K 5.04% 718.0K HC Delaware 2017-02-09
18 Wellington Management Group LLP 982.9K 5.04% 718.0K HC Massachusetts 2017-02-09
19 Wellington Management Company LLP 976.3K 5.01% 716.5K IA Delaware 2017-02-09
20 26-0385758 902.2K 5.11% 902.2K 902.2K IA Delaware 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
278
-8 vs prev Q
New positions
43
Closed positions
52
Increased
171
Reduced
79
Put/Call ratio
0.00
Calls held
Puts held
12.3K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 4.99M -462.5K (-8.5%) 337.65M -84.5M (-20.0%) 9.70% -0.916 pp 0.91% -0.123 pp USD37.24 +81.7% 23 qtrs
2 BLACKROCK, INC. 4.79M +116.5K (+2.5%) 324.46M -37.7M (-10.4%) 9.32% +0.212 pp 0.01% -0.001 pp USD106.20 -36.3% 6 qtrs
3 VANGUARD GROUP INC 3.24M -46.7K (-1.4%) 219.33M -35.2M (-13.8%) 6.30% -0.101 pp 0.00% -0.001 pp USD19.99 +238.5% 84 qtrs
4 RENAISSANCE TECHNOLOGIES LLC 1.69M -88.4K (-5.0%) 114.11M -23.3M (-16.9%) 3.28% -0.177 pp 0.18% -0.004 pp USD10.02 +575.3% 80 qtrs
5 DIMENSIONAL FUND ADVISORS LP 1.22M -30.8K (-2.5%) 82.62M -14.3M (-14.7%) 2.37% -0.064 pp 0.02% -0.004 pp USD11.24 +502.0% 51 qtrs
6 STATE STREET CORP 1.18M +31.0K (+2.7%) 79.82M -9.1M (-10.2%) 2.29% +0.057 pp 0.00% 0.000 pp USD30.74 +120.1% 51 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 927.8K +28.7K (+3.2%) 62.80M -6.8M (-9.8%) 1.80% +0.053 pp 0.00% -0.001 pp USD44.45 +52.2% 77 qtrs
8 MORGAN STANLEY 547.5K +60.8K (+12.5%) 37.05M -630.1K (-1.7%) 1.06% +0.117 pp 0.00% 0.000 pp USD74.12 -8.7% 51 qtrs
9 BOSTON TRUST WALDEN CORP 494.2K -34.9K (-6.6%) 33.44M -7.5M (-18.4%) 0.96% -0.070 pp 0.25% -0.048 pp USD29.39 +130.2% 49 qtrs
10 NORGES BANK 432.3K +432.3K (+100.0%) 29.25M +29.3M (+100.0%) 0.84% +0.840 pp 0.00% +0.003 pp USD67.67 +0.0% 1 qtrs NEW
11 WELLS FARGO & COMPANY/MN 395.0K -11.5K (-2.8%) 26.73M -4.7M (-15.1%) 0.77% -0.024 pp 0.00% -0.001 pp USD60.21 +12.4% 57 qtrs
12 NORTHERN TRUST CORP 376.5K -20.7K (-5.2%) 25.48M -5.3M (-17.2%) 0.73% -0.042 pp 0.00% -0.001 pp USD34.65 +95.3% 51 qtrs
13 THRIVENT FINANCIAL FOR LUTHERANS 308.0K -150.3K (-32.8%) 20.85M -14.6M (-41.3%) 0.60% -0.294 pp 0.04% -0.033 pp USD98.29 -31.2% 36 qtrs
14 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 274.4K -7.5K (-2.7%) 18.57M -3.3M (-14.9%) 0.53% -0.016 pp 0.00% -0.001 pp USD38.64 +75.1% 67 qtrs
15 QUBE RESEARCH & TECHNOLOGIES LTD 245.2K +8.5K (+3.6%) 16.59M -1.7M (-9.5%) 0.48% +0.016 pp 0.02% -0.002 pp USD88.55 -23.6% 16 qtrs
16 PRICE T ROWE ASSOCIATES INC /MD/ 224.0K -80.6K (-26.5%) 15.16M -8.4M (-35.7%) 0.44% -0.158 pp 0.00% -0.001 pp USD17.92 +277.6% 71 qtrs
17 RAYMOND JAMES FINANCIAL INC 218.2K -2.8K (-1.3%) 14.77M -2.3M (-13.7%) 0.42% -0.006 pp 0.00% -0.001 pp USD110.83 -38.9% 5 qtrs
18 GOLDMAN SACHS GROUP INC 195.0K +27.3K (+16.3%) 13.20M +210.2K (+1.6%) 0.38% +0.053 pp 0.00% +0.000 pp USD83.91 -19.4% 73 qtrs
19 BANK OF NEW YORK MELLON CORP 183.6K +2.5K (+1.4%) 12.42M -1.6M (-11.4%) 0.36% +0.004 pp 0.00% -0.001 pp USD14.44 +368.6% 66 qtrs
20 ASSENAGON ASSET MANAGEMENT S.A. 172.5K -440.0 (-0.3%) 11.67M -1.7M (-12.8%) 0.34% -0.001 pp 0.02% -0.002 pp USD93.11 -27.3% 19 qtrs
21 PRINCIPAL FINANCIAL GROUP INC 165.7K +3.6K (+2.2%) 11.21M -1.3M (-10.7%) 0.32% +0.006 pp 0.01% -0.001 pp USD28.50 +137.4% 69 qtrs
22 ALGERT GLOBAL LLC 162.3K -55.2K (-25.4%) 10.99M -5.9M (-34.8%) 0.32% -0.108 pp 0.17% -0.111 pp USD72.27 -6.4% 18 qtrs
23 MILLENNIUM MANAGEMENT LLC 120.0K +28.2K (+30.7%) 8.12M +1.0M (+14.2%) 0.23% +0.055 pp 0.00% +0.000 pp USD93.94 -28.0% 48 qtrs
24 BANK OF AMERICA CORP /DE/ 118.0K +20.6K (+21.2%) 7.99M +445.9K (+5.9%) 0.23% +0.040 pp 0.00% +0.000 pp USD79.47 -14.8% 52 qtrs
25 INVESCO LTD. 114.9K -6.1K (-5.1%) 7.78M -1.6M (-17.0%) 0.22% -0.012 pp 0.00% 0.000 pp USD63.00 +7.4% 57 qtrs
26 VOLORIDGE INVESTMENT MANAGEMENT, LLC 113.0K +779.0 (+0.7%) 7.64M -1.0M (-12.0%) 0.22% +0.001 pp 0.03% -0.002 pp USD90.15 -24.9% 13 qtrs
27 PUBLIC SECTOR PENSION INVESTMENT BOARD 108.2K -13.9K (-11.4%) 7.32M -2.1M (-22.5%) 0.21% -0.027 pp 0.02% -0.010 pp USD74.00 -8.6% 58 qtrs
28 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 104.4K -20.5K (-16.4%) 7.06M -2.6M (-26.9%) 0.20% -0.040 pp 0.03% -0.010 pp USD108.36 -37.6% 87 qtrs
29 RHUMBLINE ADVISERS 89.2K +498.0 (+0.6%) 6.04M -831.0K (-12.1%) 0.17% +0.001 pp 0.00% -0.001 pp USD32.26 +109.8% 51 qtrs
30 JPMORGAN CHASE & CO 89.2K -30.1K (-25.2%) 6.03M -3.2M (-34.7%) 0.17% -0.059 pp 0.00% 0.000 pp USD91.26 -25.8% 41 qtrs
31 D. E. SHAW & CO., INC. 86.9K +13.8K (+19.0%) 5.88M +225.0K (+4.0%) 0.17% +0.027 pp 0.00% +0.000 pp USD81.64 -17.1% 34 qtrs
32 BESSEMER GROUP INC 79.6K +79.3K (+25,024.9%) 5.39M +5.4M (+21,460.0%) 0.15% +0.154 pp 0.01% +0.008 pp USD67.80 -0.2% 12 qtrs
33 LEGAL & GENERAL GROUP PLC 79.1K -5.0K (-5.9%) 5.35M -1.2M (-17.8%) 0.15% -0.010 pp 0.00% 0.000 pp USD82.68 -18.2% 46 qtrs
34 POINT72 ASSET MANAGEMENT, L.P. 78.3K +36.1K (+85.3%) 5.30M +2.0M (+62.0%) 0.15% +0.070 pp 0.01% +0.001 pp USD79.08 -14.4% 3 qtrs
35 HRT FINANCIAL LP 77.9K +55.1K (+241.9%) 5.27M +3.5M (+199.0%) 0.15% +0.107 pp 0.02% +0.010 pp USD78.05 -13.3% 17 qtrs
36 NUVEEN, LLC 77.7K -22.5K (-22.5%) 5.26M -2.5M (-32.2%) 0.15% -0.044 pp 0.00% -0.001 pp USD109.60 -38.3% 4 qtrs
37 AMERIPRISE FINANCIAL INC 76.0K -5.0K (-6.1%) 5.13M -1.1M (-18.1%) 0.15% -0.010 pp 0.00% 0.000 pp USD27.55 +145.6% 55 qtrs
38 UBS ASSET MANAGEMENT AMERICAS INC 73.2K -1.8K (-2.4%) 4.96M -853.6K (-14.7%) 0.14% -0.004 pp 0.00% 0.000 pp USD80.77 -16.2% 35 qtrs
39 TWO SIGMA INVESTMENTS, LP 69.1K -3.6K (-4.9%) 4.68M -952.7K (-16.9%) 0.13% -0.007 pp 0.01% -0.002 pp USD81.10 -16.6% 3 qtrs
40 TUDOR INVESTMENT CORP ET AL 67.9K -46.2K (-40.5%) 4.60M -4.2M (-48.0%) 0.13% -0.090 pp 0.01% -0.007 pp USD86.93 -22.2% 12 qtrs
41 SEI INVESTMENTS CO 66.6K +2.1K (+3.2%) 4.51M -487.9K (-9.8%) 0.13% +0.004 pp 0.00% -0.001 pp USD56.47 +19.8% 23 qtrs
42 BNP PARIBAS ARBITRAGE, SNC 64.1K +16.6K (+35.1%) 4.34M +663.7K (+18.1%) 0.12% +0.032 pp 0.00% +0.000 pp USD93.11 -27.3% 49 qtrs
43 TREXQUANT INVESTMENT LP 61.1K +8.7K (+16.7%) 4.14M +81.2K (+2.0%) 0.12% +0.017 pp 0.04% -0.005 pp USD82.32 -17.8% 3 qtrs
44 SWISS NATIONAL BANK 60.8K +900.0 (+1.5%) 4.11M -523.1K (-11.3%) 0.12% +0.002 pp 0.00% 0.000 pp USD25.77 +162.6% 51 qtrs
45 ALLIANCEBERNSTEIN L.P. 60.4K +9.4K (+18.5%) 4.09M +140.8K (+3.6%) 0.12% +0.018 pp 0.00% +0.000 pp USD47.02 +43.9% 61 qtrs
46 REGIONS FINANCIAL CORP 59.3K -2.5K (-4.0%) 4.01M -770.3K (-16.1%) 0.12% -0.005 pp 0.03% -0.006 pp USD60.64 +11.6% 16 qtrs
47 CHATHAM CAPITAL GROUP, INC. 59.0K +445.0 (+0.8%) 3.99M -540.9K (-11.9%) 0.11% +0.001 pp 0.57% -0.084 pp USD33.09 +104.5% 24 qtrs
48 GRANAHAN INVESTMENT MANAGEMENT, LLC 58.7K +23.5K (+66.9%) 3.97M +1.2M (+45.9%) 0.11% +0.046 pp 0.17% +0.059 pp USD60.90 +11.1% 18 qtrs
49 CITADEL ADVISORS LLC 57.9K +30.5K (+111.1%) 3.92M +1.8M (+84.5%) 0.11% +0.059 pp 0.00% +0.000 pp USD87.24 -22.4% 6 qtrs
50 WALLEYE CAPITAL LLC 57.0K -2.9K (-4.8%) 3.85M -778.7K (-16.8%) 0.11% -0.006 pp 0.01% -0.006 pp USD83.44 -18.9% 5 qtrs
51 VOLEON CAPITAL MANAGEMENT LP 55.3K +32.7K (+144.8%) 3.74M +2.0M (+113.9%) 0.11% +0.064 pp 0.08% +0.038 pp USD73.14 -7.5% 5 qtrs
52 JANE STREET GROUP, LLC 54.3K -27.7K (-33.8%) 3.67M -2.7M (-42.1%) 0.11% -0.054 pp 0.00% 0.000 pp USD94.69 -28.5% 17 qtrs
53 RUSSELL INVESTMENTS GROUP, LTD. 54.1K -17.2K (-24.1%) 3.66M -1.9M (-33.6%) 0.11% -0.034 pp 0.00% -0.002 pp USD63.92 +5.9% 37 qtrs
54 DEUTSCHE BANK AG\ 52.2K +1.1K (+2.1%) 3.53M -425.0K (-10.7%) 0.10% +0.002 pp 0.00% 0.000 pp USD89.45 -24.3% 50 qtrs
55 PRUDENTIAL FINANCIAL INC 51.8K -2.2K (-4.1%) 3.50M -678.2K (-16.2%) 0.10% -0.005 pp 0.00% -0.001 pp USD47.63 +42.1% 72 qtrs
56 ENGINEERS GATE MANAGER LP 51.5K +26.6K (+107.1%) 3.48M +1.6M (+81.0%) 0.10% +0.052 pp 0.04% +0.019 pp USD74.46 -9.1% 13 qtrs
57 SQUAREPOINT OPS LLC 50.9K -31.4K (-38.2%) 3.45M -2.9M (-45.9%) 0.10% -0.061 pp 0.00% -0.003 pp USD92.49 -26.8% 5 qtrs
58 MARSHALL WACE, LLP 49.9K +49.9K (+100.0%) 3.38M +3.4M (+100.0%) 0.10% +0.097 pp 0.00% +0.003 pp USD67.67 +0.0% 1 qtrs NEW
59 ENVESTNET ASSET MANAGEMENT INC 46.5K -4.9K (-9.5%) 3.15M -830.5K (-20.9%) 0.09% -0.010 pp 0.00% 0.000 pp USD107.64 -37.1% 6 qtrs
60 BARCLAYS PLC 46.3K +30.4K (+190.0%) 3.14M -2.1M (-40.0%) 0.09% +0.059 pp 0.00% -0.001 pp USD80.46 -15.9% 51 qtrs
61 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 45.5K +45.5K (+100.0%) 3.08M +3.1M (+100.0%) 0.09% +0.089 pp 0.01% +0.005 pp USD67.67 +0.0% 1 qtrs NEW
62 ROYAL BANK OF CANADA 44.2K -6.8K (-13.3%) 2.99M -956.0K (-24.2%) 0.09% -0.013 pp 0.00% 0.000 pp USD84.45 -19.9% 49 qtrs
63 CALLAN FAMILY OFFICE, LLC 43.2K -5.9K (-12.1%) 2.92M -879.0K (-23.1%) 0.08% -0.012 pp 0.06% -0.058 pp USD103.42 -34.6% 6 qtrs
64 VERITION FUND MANAGEMENT LLC 42.4K +6.8K (+19.2%) 2.87M +115.6K (+4.2%) 0.08% +0.013 pp 0.01% 0.000 pp USD89.54 -24.4% 6 qtrs
65 UBS GROUP AG 42.3K -25.7K (-37.8%) 2.86M -2.4M (-45.6%) 0.08% -0.050 pp 0.00% 0.000 pp USD67.93 -0.4% 45 qtrs
66 CITIGROUP INC 35.8K +1.6K (+4.6%) 2.42M -226.8K (-8.6%) 0.07% +0.003 pp 0.00% 0.000 pp USD92.20 -26.6% 54 qtrs
67 Y-INTERCEPT (HONG KONG) LTD 34.7K +8.3K (+31.4%) 2.35M +303.8K (+14.9%) 0.07% +0.016 pp 0.05% +0.004 pp USD77.61 -12.8% 5 qtrs
68 STIFEL FINANCIAL CORP 32.4K -5.0K (-13.3%) 2.19M -700.1K (-24.2%) 0.06% -0.010 pp 0.00% -0.001 pp USD66.89 +1.2% 16 qtrs
69 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 31.8K +6.6K (+26.4%) 2.15M +204.3K (+10.5%) 0.06% +0.013 pp 0.00% +0.000 pp USD93.38 -27.5% 8 qtrs
70 TEACHER RETIREMENT SYSTEM OF TEXAS 31.4K -34.0K (-52.0%) 2.12M -2.9M (-58.1%) 0.06% -0.066 pp 0.01% -0.013 pp USD90.09 -24.9% 18 qtrs
71 VICTORY CAPITAL MANAGEMENT INC 30.1K -4.9K (-14.1%) 2.04M -674.6K (-24.9%) 0.06% -0.010 pp 0.00% 0.000 pp USD54.50 +24.2% 43 qtrs
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 29.4K -27.0 (-0.1%) 1.99M -288.4K (-12.7%) 0.06% 0.000 pp 0.00% 0.000 pp USD22.59 +199.6% 52 qtrs
73 AMERICAN CENTURY COMPANIES INC 27.8K +768.0 (+2.8%) 1.88M -211.5K (-10.1%) 0.05% +0.001 pp 0.00% 0.000 pp USD94.39 -28.3% 17 qtrs
74 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 27.6K -2.6K (-8.6%) 1.87M -469.7K (-20.1%) 0.05% -0.005 pp 0.02% -0.012 pp USD79.09 -14.4% 3 qtrs
75 OCCUDO QUANTITATIVE STRATEGIES LP 27.3K +6.2K (+29.4%) 1.85M +214.6K (+13.1%) 0.05% +0.012 pp 0.12% -0.075 pp USD81.34 -16.8% 10 qtrs
76 ARGENT CAPITAL MANAGEMENT LLC 26.6K +26.6K (+100.0%) 1.80M +1.8M (+100.0%) 0.05% +0.052 pp 0.05% +0.051 pp USD67.67 +0.0% 1 qtrs NEW
77 SCHONFELD STRATEGIC ADVISORS LLC 26.5K -4.5K (-14.5%) 1.80M -606.2K (-25.2%) 0.05% -0.009 pp 0.01% -0.006 pp USD84.74 -20.1% 3 qtrs
78 GREAT WEST LIFE ASSURANCE CO /CAN/ 26.5K +— (+0.0%) 1.79M -253.0K (-12.4%) 0.05% 0.000 pp 0.00% +0.000 pp USD47.92 +41.2% 43 qtrs
79 NEWEDGE WEALTH, LLC 26.4K -1.5K (-5.3%) 1.79M -317.9K (-15.1%) 0.05% -0.003 pp 0.02% -0.010 pp USD64.07 +5.6% 16 qtrs
80 VESTMARK ADVISORY SOLUTIONS, INC. 26.4K -1.5K (-5.4%) 1.78M -374.2K (-17.3%) 0.05% -0.003 pp 0.02% -0.017 pp USD82.77 -18.2% 16 qtrs
81 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 26.3K +— (+0.0%) 1.78M -256.0K (-12.6%) 0.05% 0.000 pp 0.00% -0.001 pp USD19.46 +247.7% 51 qtrs
82 WILEY BROS.-AINTREE CAPITAL, LLC 24.6K +384.0 (+1.6%) 1.66M -218.8K (-11.6%) 0.05% +0.001 pp 0.01% -0.003 pp USD108.62 -37.7% 6 qtrs
83 CREATIVE PLANNING 24.5K +12.0K (+96.2%) 1.66M +691.1K (+71.4%) 0.05% +0.023 pp 0.00% +0.000 pp USD74.28 -8.9% 19 qtrs
84 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 24.4K -4.6K (-16.0%) 1.65M -596.6K (-26.6%) 0.05% -0.009 pp 0.00% -0.003 pp USD96.74 -30.0% 4 qtrs
85 AQR CAPITAL MANAGEMENT LLC 23.8K +5.2K (+28.0%) 1.61M +170.7K (+11.9%) 0.05% +0.010 pp 0.00% 0.000 pp USD56.96 +18.8% 50 qtrs
86 GOTHAM ASSET MANAGEMENT, LLC 23.7K +10.7K (+82.7%) 1.61M +600.7K (+59.7%) 0.05% +0.021 pp 0.01% +0.002 pp USD80.07 -15.5% 3 qtrs
87 EDGESTREAM PARTNERS, L.P. 23.6K -7.4K (-23.8%) 1.60M -801.0K (-33.4%) 0.05% -0.014 pp 0.05% -0.025 pp USD77.42 -12.6% 2 qtrs
88 LYELL WEALTH MANAGEMENT, LP 22.9K -2.5K (-9.6%) 1.55M -413.4K (-21.0%) 0.04% -0.005 pp 0.11% -0.034 pp USD20.00 +238.4% 30 qtrs
89 MARTINGALE ASSET MANAGEMENT L P 22.9K +— (+0.0%) 1.55M -223.4K (-12.6%) 0.04% 0.000 pp 0.04% -0.005 pp USD42.92 +57.7% 38 qtrs
90 DARK FOREST CAPITAL MANAGEMENT LP 20.5K +900.0 (+4.6%) 1.39M -130.4K (-8.6%) 0.04% +0.002 pp 0.06% +0.018 pp USD101.94 -33.6% 7 qtrs
91 COMERICA BANK 20.4K -3.4K (-14.2%) 1.38M -460.5K (-25.0%) 0.04% -0.007 pp 0.01% -0.001 pp USD66.70 +1.5% 11 qtrs
92 JUMP FINANCIAL, LLC 20.1K +59.0 (+0.3%) 1.36M -191.7K (-12.3%) 0.04% +0.000 pp 0.02% -0.002 pp USD81.57 -17.0% 14 qtrs
93 STATE OF ALASKA, DEPARTMENT OF REVENUE 19.2K +314.0 (+1.7%) 1.30M -162.0K (-11.1%) 0.04% +0.001 pp 0.01% -0.001 pp USD38.56 +75.5% 37 qtrs
94 QUANTINNO CAPITAL MANAGEMENT LP 19.0K +11.2K (+144.2%) 1.29M +684.7K (+113.5%) 0.04% +0.022 pp 0.00% +0.001 pp USD67.70 0.0% 21 qtrs
95 ELO MUTUAL PENSION INSURANCE CO 18.5K +18.5K (+100.0%) 1.25M +1.3M (+100.0%) 0.04% +0.036 pp 0.02% +0.019 pp USD67.67 +0.0% 1 qtrs NEW
96 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 18.1K -1.5K (-7.5%) 1.23M -290.9K (-19.2%) 0.04% -0.003 pp 0.02% -0.005 pp USD77.42 -12.6% 2 qtrs
97 ILLINOIS MUNICIPAL RETIREMENT FUND 17.8K -778.0 (-4.2%) 1.21M -234.1K (-16.2%) 0.03% -0.002 pp 0.02% -0.003 pp USD68.15 -0.7% 11 qtrs
98 MAN GROUP PLC 17.8K +630.0 (+3.7%) 1.20M -124.6K (-9.4%) 0.03% +0.001 pp 0.00% 0.000 pp USD65.05 +4.0% 32 qtrs
99 METLIFE INVESTMENT MANAGEMENT, LLC 16.7K -620.0 (-3.6%) 1.13M -211.3K (-15.7%) 0.03% -0.001 pp 0.01% -0.001 pp USD47.50 +42.5% 33 qtrs
100 STATE OF TENNESSEE, TREASURY DEPARTMENT 15.8K +873.0 (+5.9%) 1.10M -55.4K (-4.8%) 0.03% +0.002 pp 0.00% 0.000 pp USD58.70 +15.3% 50 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.56
Neutral
Buys
1
Sells
3
Shares acquired
1.1K
Shares disposed
1.9K
Cash buys
Cash sales
Net activity
-830
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
2026-05-01 Nichols Brian S. Officer M-Exempt A Common Stock 18 39.83 716.89 18 D
2026-04-22 Bertels Mark E. Officer F-InKind D Common Stock 736 56.76 41.8K 2,920 D
2026-03-31 Yoss Jennifer Officer A-Award A Common Stock 50 51.92 2.6K 2,173 D
2026-03-31 Combs Michael G Officer A-Award A Common Stock 62 51.92 3.2K 40,822 D
2026-03-31 Bertels Mark E. Officer A-Award A Common Stock 12 51.92 623.01 2,606 D
2026-03-16 Shishin Maxim Officer M-Exempt A Common Stock 2,400 39.83 95.6K 9,450 D
2026-03-09 Combs Michael G Officer S-Sale D Common Stock 8,013 54.00 432.7K 40,760 D
2026-03-04 Yoss Jennifer Officer A-Award A Non-Qualified Stock Option (right to buy) 3,500 53.08 185.8K 3,500 D
2026-03-04 Shishin Maxim Officer A-Award A Non-Qualified Stock Option (right to buy) 8,000 53.08 424.6K 8,000 D
2026-03-04 Nichols Brian S. Officer A-Award A Non-Qualified Stock Option (Right to Buy) 6,000 53.08 318.5K 6,000 D
2026-03-04 Combs Michael G Officer A-Award A Non-Qualified Stock Option (right to buy) 6,000 53.08 318.5K 6,000 D
2026-03-04 Bertels Mark E. Officer A-Award A Non-Qualified Stock Option (right to buy) 6,000 53.08 318.5K 6,000 D
2026-02-13 HAMERSLAG STEVEN J Director S-Sale D Common Stock 10,000 48.41 484.1K 287,000 D
2026-02-12 HAMERSLAG STEVEN J Director S-Sale D Common Stock 10,000 47.17 471.7K 297,000 D
2026-01-05 Combs Michael G Officer F-InKind D Common Stock 78 68.14 5.3K 48,672 D
2025-12-11 HAMERSLAG STEVEN J Director G-Gift D Common Stock 7,000 0.00 307,000 D
2025-11-19 Bertels Mark E. Officer M-Exempt A Common Stock 1,200 34.44 41.3K 3,794 D
2025-11-11 JESSUP R JUDD Director S-Sale D Common Stock 7,076 76.94 544.4K 115,045 D
2025-11-10 JESSUP R JUDD Director S-Sale D Common Stock 210 76.27 16.0K 122,121 D
2025-11-07 JESSUP R JUDD Director S-Sale D Common Stock 3,247 76.20 247.4K 111,798 D
2025-11-06 Yoss Jennifer Officer A-Award A Non-Qualified Stock Option (right to buy) 3,500 75.36 263.8K 3,500 D
2025-11-06 Shishin Maxim Officer A-Award A Non-Qualified Stock Option (right to buy) 4,000 75.36 301.4K 4,000 D
2025-11-06 Nichols Brian S. Officer A-Award A Non-Qualified Stock Option (Right to Buy) 4,000 75.36 301.4K 4,425 D
2025-11-06 Bertels Mark E. Officer A-Award A Non-Qualified Stock Option (right to buy) 4,000 75.36 301.4K 4,000 D
2025-09-30 Yoss Jennifer Officer A-Award A Common Stock 35 73.55 2.6K 2,123 D
2025-09-30 Combs Michael G Officer A-Award A Common Stock 44 73.55 3.2K 44,325 D
2025-09-30 Bertels Mark E. Officer A-Award A Common Stock 8 73.55 588.39 2,594 D
2025-09-11 Shishin Maxim Officer M-Exempt D Non-Qualified Stock Option (right to buy) 9,000 29.23 263.1K 0 D
2025-09-10 Nichols Brian S. Officer Non-Qualified Stock Option (Right to Buy) 126 51.01 6.4K 0 D
2025-09-08 O'Brien Brandon Officer S-Sale D Common Stock 1,764 91.54 161.5K 8,948 D
2025-09-08 CORSTAR HOLDINGS INC 10% Owner S-Sale D Common Stock 70,000 91.46 6.40M 18,742,108 D
2025-09-02 CORSTAR HOLDINGS INC 10% Owner S-Sale D Common Stock 40,000 88.85 3.55M 18,812,108 D
2025-08-27 O'Brien Brandon Officer G-Gift D Common Stock 1,120 0.00 10,712 D
2025-08-22 O'Brien Brandon Officer M-Exempt D Non-Qualified Stock Option (right to buy) 1,200 49.63 59.6K 300 D
2025-08-20 Shishin Maxim Officer M-Exempt A Common Stock 12,000 29.23 350.8K 19,050 D
2025-08-19 Bertels Mark E. Officer M-Exempt A Common Stock 900 29.23 26.3K 3,486 D
2025-08-07 MICHAEL JEFFREY J Director / 10% Owner A-Award A Non-Qualified Stock Option (right to buy) 1,500 85.56 128.3K 1,500 D
2025-08-07 JESSUP R JUDD Director A-Award A Non-Qualified Stock Option (right to buy) 1,500 85.56 128.3K 1,500 D
2025-08-07 HOOPS ALAN Director A-Award A Non-Qualified Stock Option (right to buy) 1,500 85.56 128.3K 1,500 D
2025-08-07 HAMERSLAG STEVEN J Director A-Award A Non-Qualified Stock Option (right to buy) 1,500 85.56 128.3K 1,500 D
2025-08-07 Burkey Joanna M. Director A-Award A Non-Qualified Stock Option (right to buy) 1,500 85.56 128.3K 1,500 D
2025-07-22 MICHAEL JEFFREY J Director / 10% Owner M-Exempt A Common Stock 9,000 11.05 99.5K 560,787 D
2025-07-08 HOOPS ALAN Director M-Exempt A Common Stock 9,000 11.05 99.5K 25,688 D
2025-06-09 Shishin Maxim Officer M-Exempt A Common Stock 2,400 26.50 63.6K 9,450 D
2025-06-09 O'Brien Brandon Officer S-Sale D Common Stock 3,957 108.46 429.2K 11,804 D
2025-06-09 HOOPS ALAN Director S-Sale D Common Stock 3,000 108.28 324.8K 115,213 I
2025-06-05 O'Brien Brandon Officer S-Sale D Common Stock 2,211 110.64 244.6K 15,761 D
2025-06-03 Combs Michael G Officer S-Sale D Common Stock 2,816 112.36 316.4K 44,281 D
2025-06-02 JESSUP R JUDD Director S-Sale D Common Stock 6,351 110.41 701.2K 122,331 D
2025-05-30 JESSUP R JUDD Director S-Sale D Common Stock 150 111.76 16.8K 128,682 D
2025-05-29 Yoss Jennifer Officer M-Exempt A Common Stock 1,050 39.83 41.8K 3,138 D
2025-05-29 JESSUP R JUDD Director S-Sale D Common Stock 687 111.25 76.4K 128,832 D
2025-05-27 JESSUP R JUDD Director S-Sale D Common Stock 935 113.50 106.1K 129,519 D
2025-05-27 HOOPS ALAN Director S-Sale D Common Stock 3,000 113.05 339.1K 16,688 D
2025-05-27 Bertels Mark E. Officer M-Exempt A Common Stock 900 26.50 23.8K 3,486 D
2025-05-22 O'Brien Brandon Officer M-Exempt A Common Stock 750 29.23 21.9K 16,433 D
2025-05-15 Yoss Jennifer Officer A-Award A Non-Qualified Stock Option (right to buy) 450 110.03 49.5K 450 D
2025-05-15 Shishin Maxim Officer A-Award A Non-Qualified Stock Option (right to buy) 3,000 110.03 330.1K 3,000 D
2025-05-15 Bertels Mark E. Officer A-Award A Non-Qualified Stock Option (right to buy) 2,000 110.03 220.1K 2,000 D
2025-04-09 MICHAEL JEFFREY J Director / 10% Owner S-Sale D Common Stock 8,609 117.31 1.01M 551,787 D
2025-04-03 O'Brien Brandon Officer M-Exempt A Common Stock 500 29.23 14.6K 16,154 D
2025-04-01 JESSUP R JUDD Director M-Exempt A Common Stock 9,000 11.05 99.5K 131,331 D
2025-03-31 Yoss Jennifer Officer A-Award A Common Stock 24 106.37 2.6K 2,088 D
2025-03-31 O'Brien Brandon Officer A-Award A Common Stock 24 106.37 2.6K 15,654 D
2025-03-31 Combs Michael G Officer A-Award A Common Stock 30 106.37 3.2K 47,097 D
2025-03-31 Bertels Mark E. Officer A-Award A Common Stock 6 106.37 638.23 2,586 D
2025-03-14 Shishin Maxim Officer M-Exempt A Common Stock 2,250 17.56 39.5K 7,050 D
2025-02-20 MICHAEL JEFFREY J Director / 10% Owner S-Sale D Common Stock 9,000 116.28 1.05M 569,787 D
2025-02-19 O'Brien Brandon Officer S-Sale D Common Stock 1,512 117.54 177.7K 15,630 D
2025-02-18 HOOPS ALAN Director S-Sale D Common Stock 5,000 116.28 581.4K 123,413 I
2025-02-11 O'Brien Brandon Officer S-Sale D Common Stock 1,206 119.57 144.2K 17,459 D
2025-02-07 O'Brien Brandon Officer S-Sale D Common Stock 991 122.02 120.9K 18,665 D
2025-02-07 HOOPS ALAN Director S-Sale D Common Stock 800 121.10 96.9K 128,413 I
2025-02-06 Yoss Jennifer Officer M-Exempt D Non-Qualified Stock Option (right to buy) 723 65.72 47.5K 2,952 D
2025-02-06 O'Brien Brandon Officer M-Exempt A Common Stock 1,000 29.23 29.2K 20,644 D
2025-02-06 HAMERSLAG STEVEN J Director S-Sale D Common Stock 10,000 123.48 1.23M 314,000 D
2025-01-14 Yoss Jennifer Officer A-Award A Non-Qualified Stock Option (right to buy) 1,500 110.18 165.3K 1,500 D
2025-01-14 Shishin Maxim Officer A-Award A Non-Qualified Stock Option (right to buy) 2,500 110.18 275.5K 2,500 D
2025-01-14 O'Brien Brandon Officer A-Award A Non-Qualified Stock Option (right to buy) 2,000 110.18 220.4K 2,000 D
2025-01-14 Combs Michael G Officer A-Award A Non-Qualified Stock Option (right to buy) 3,000 110.18 330.5K 3,000 D
2025-01-14 Bertels Mark E. Officer A-Award A Non-Qualified Stock Option (right to buy) 2,500 110.18 275.5K 2,500 D
2025-01-06 Combs Michael G Officer M-Exempt D Non-Qualified Stock Option (right to buy) 1,200 17.56 21.1K 0 D
2024-12-05 Bertels Mark E. Officer M-Exempt A Common Stock 350 52.69 18.4K 1,210 D
2024-12-02 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 6,000 365.05 2.19M 241,584 I
2024-11-29 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 367.50 735.0K 247,584 I
2024-11-26 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 368.00 736.0K 249,584 I
2024-11-25 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 375.00 750.0K 251,584 I
2024-11-22 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 7,200 367.31 2.64M 253,584 I
2024-11-19 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 800 362.00 289.6K 260,784 I
2024-11-12 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 363.08 726.2K 261,584 I
2024-11-11 Combs Michael G Officer S-Sale D Common Stock 2,886 361.80 1.04M 13,947 D
2024-11-11 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 365.00 730.0K 263,584 I
2024-11-08 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 362.31 362.3K 265,584 I
2024-11-07 HOOPS ALAN Director S-Sale D Common Stock 1,500 345.53 518.3K 7,896 D
2024-11-06 O'Brien Brandon Officer F-InKind D Common Stock 62 350.98 21.8K 6,721 D
2024-09-30 Yoss Jennifer Officer A-Award A Common Stock 8 310.55 2.5K 688 D
2024-09-30 O'Brien Brandon Officer A-Award A Common Stock 8 310.55 2.5K 6,533 D
2024-09-30 Combs Michael G Officer A-Award A Common Stock 10 310.55 3.1K 16,833 D
2024-09-30 Bertels Mark E. Officer A-Award A Common Stock 2 310.55 621.09 860 D
2024-09-13 CLEMONS V GORDON Director / Officer G-Gift D Common Stock 33,000 0.00 867,492
2024-08-29 O'Brien Brandon Officer F-InKind D Common Stock 268 320.00 85.8K 6,525
2024-08-23 JESSUP R JUDD Director S-Sale D Common Stock 2,500 311.60 779.0K 40,777
2024-08-21 O'Brien Brandon Officer S-Sale D Common Stock 1,000 314.98 315.0K 6,502
2024-08-19 O'Brien Brandon Officer S-Sale D Common Stock 80 314.66 25.2K 7,670
2024-08-12 Shishin Maxim Officer M-Exempt A Common Stock 2,125 77.93 165.6K 3,725
2024-08-12 Combs Michael G Officer S-Sale D Common Stock 2,473 300.99 744.3K 16,823
2024-08-12 Bertels Mark E. Officer M-Exempt D Non-Qualified Stock Option (right to buy) 300 88.22 26.5K 0
2024-08-08 JESSUP R JUDD Director S-Sale D Common Stock 2,131 295.21 629.1K 43,277
2024-08-02 O'Brien Brandon Officer M-Exempt A Common Stock 13 119.48 1.6K 7,515
2024-08-02 HOOPS ALAN Director S-Sale D Common Stock 1,700 300.00 510.0K 9,396
2024-08-01 Yoss Jennifer Officer S-Sale D Common Stock 914 300.89 275.0K 680
2024-08-01 O'Brien Brandon Officer M-Exempt D Non-Qualified Stock Option (right to buy) 500 87.69 43.8K 1,800
2024-08-01 MICHAEL JEFFREY J Director / 10% Owner A-Award A Non-Qualified Stock Option (right to buy) 500 306.82 153.4K 500
2024-08-01 JESSUP R JUDD Director A-Award A Non-Qualified Stock Option (right to buy) 500 306.82 153.4K 500
2024-08-01 HOOPS ALAN Director A-Award A Non-Qualified Stock Option (right to buy) 500 306.82 153.4K 500
2024-08-01 HAMERSLAG STEVEN J Director S-Sale D Common Stock 3,468 304.34 1.06M 108,000
2024-08-01 CLEMONS V GORDON Director / Officer A-Award A Non-Qualified Stock Option (right to buy) 750 306.82 230.1K 750
2024-08-01 Burkey Joanna M. Director D Non-Qualified Stock Option (right to buy) 3,500 306.82 1.07M 0
2024-07-29 CLEMONS V GORDON Director / Officer M-Exempt D Non-Qualified Stock Option (right to buy) 400 52.69 21.1K 0
2024-07-25 Macino Jean Director M-Exempt A Common Stock 3,000 40.57 121.7K 17,160
2024-07-24 HOOPS ALAN Director M-Exempt A Common Stock 3,000 40.57 121.7K 11,502
2024-07-16 Yoss Jennifer Officer F-InKind D Common Stock 609 287.85 175.3K 2,071
2024-07-16 CORSTAR HOLDINGS INC 10% Owner S-Sale D Common Stock 1,540 270.77 417.0K 6,289,958
2024-07-15 CORSTAR HOLDINGS INC 10% Owner S-Sale D Common Stock 3,460 270.77 936.9K 6,291,498
2024-07-12 CORSTAR HOLDINGS INC 10% Owner S-Sale D Common Stock 5,000 264.77 1.32M 6,319,958
2024-07-11 CORSTAR HOLDINGS INC 10% Owner S-Sale D Common Stock 922 262.77 242.3K 6,284,036
2024-07-08 CORSTAR HOLDINGS INC 10% Owner S-Sale D Common Stock 5,000 260.77 1.30M 6,339,036
2024-06-11 MICHAEL JEFFREY J Director / 10% Owner M-Exempt D Non-Qualified Stock Option (right to buy) 3,000 40.57 121.7K 0
2024-06-10 Shishin Maxim Officer M-Exempt A Common Stock 1,000 87.49 87.5K 1,600
2024-06-10 Bertels Mark E. Officer M-Exempt A Common Stock 200 87.49 17.5K 1,058
2024-06-06 CLEMONS V GORDON Director / Officer G-Gift D Common Stock 6,000 0.00 894,030
2024-05-24 O'Brien Brandon Officer M-Exempt A Common Stock 1,000 87.69 87.7K 8,305
2024-05-24 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 277.00 554.0K 266,584
2024-05-16 Yoss Jennifer Officer A-Award A Non-Qualified Stock Option (right to buy) 200 270.25 54.1K 200
2024-05-16 Shishin Maxim Officer A-Award A Non-Qualified Stock Option (right to buy) 500 270.25 135.1K 500
2024-05-16 O'Brien Brandon Officer A-Award A Non-Qualified Stock Option (right to buy) 250 270.25 67.6K 250
2024-05-16 Bertels Mark E. Officer A-Award A Non-Qualified Stock Option (right to buy) 400 270.25 108.1K 400
2024-05-10 Yoss Jennifer Officer M-Exempt A Common Stock 300 52.69 15.8K 822
2024-03-28 Yoss Jennifer Officer A-Award A Common Stock 10 249.81 2.5K 522
2024-03-28 O'Brien Brandon Officer A-Award A Common Stock 6 249.81 1.5K 7,305
2024-03-28 Combs Michael G Officer A-Award A Common Stock 13 249.81 3.2K 19,296
2024-03-28 Bertels Mark E. Officer A-Award A Common Stock 2 249.81 499.62 858
2024-03-13 CLEMONS V GORDON Director / Officer G-Gift D Common Stock 1,500 0.00 901,530
2024-02-22 Macino Jean Director S-Sale D Common Stock 3,130 253.42 793.2K 14,160
2024-02-21 O'Brien Brandon Officer M-Exempt A Common Stock 375 52.69 19.8K 7,674
2024-02-21 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 264.00 264.0K 310,534
2024-02-20 O'Brien Brandon Officer M-Exempt A Common Stock 1,700 87.69 149.1K 7,680
2024-02-16 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 250.00 250.0K 311,534
2024-02-15 Combs Michael G Officer S-Sale D Common Stock 1,799 248.41 446.9K 19,283
2024-02-14 Shishin Maxim Officer M-Exempt A Common Stock 1,500 70.24 105.4K 2,100
2024-02-13 Combs Michael G Officer S-Sale D Common Stock 301 246.82 74.3K 21,082
2024-02-12 JESSUP R JUDD Director F-InKind D Common Stock 489 248.76 121.6K 45,408
2024-02-12 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 248.00 248.0K 312,534
2024-02-09 HAMERSLAG STEVEN J Director S-Sale D Common Stock 927 238.21 220.8K 113,462
2024-02-09 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 243.00 486.0K 313,534
2024-02-08 HAMERSLAG STEVEN J Director S-Sale D Common Stock 808 240.36 194.2K 114,389
2024-02-07 HAMERSLAG STEVEN J Director G-Gift A Common Stock 4,921 0.00 116,389
2024-02-05 Combs Michael G Officer F-InKind D Common Stock 2,240 234.85 526.1K 17,606
2024-02-02 CLEMONS V GORDON Director / Officer F-InKind D Common Stock 1,236 238.68 295.0K 904,364
2024-02-01 Yoss Jennifer Officer M-Exempt A Common Stock 1,500 87.69 131.5K 2,012
2024-02-01 CLEMONS V GORDON Director / Officer G-Gift D Common Stock 2,500 0.00 321,034
2024-01-02 O'Brien Brandon Officer M-Exempt A Common Stock 207 77.93 16.1K 5,796
2023-12-11 O'Brien Brandon 0 0.00 0
2023-12-06 O'Brien Brandon Officer F-InKind D Common Stock 321 221.10 71.0K 5,589
2023-11-16 Yoss Jennifer Officer F-InKind D Common Stock 46 212.76 9.8K 512
2023-11-14 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 8,000 210.44 1.68M 323,534
2023-11-03 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 206.00 206.0K 331,534
2023-11-02 Yoss Jennifer Officer A-Award A Non-Qualified Stock Option (right to buy) 1,500 200.55 300.8K 1,500
2023-11-02 Shishin Maxim Officer A-Award A Non-Qualified Stock Option (right to buy) 3,000 200.55 601.7K 3,000
2023-11-02 O'Brien Brandon Officer A-Award A Non-Qualified Stock Option (right to buy) 1,750 200.55 351.0K 1,750
2023-11-02 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 200.00 200.0K 332,534
2023-11-02 Bertels Mark E. Officer A-Award A Non-Qualified Stock Option (right to buy) 3,500 200.55 701.9K 3,500
2023-09-29 Yoss Jennifer Officer A-Award A Common Stock 13 186.82 2.4K 424
2023-09-29 O'Brien Brandon Officer A-Award A Common Stock 6 186.82 1.1K 5,233
2023-09-29 Combs Michael G Officer A-Award A Common Stock 17 186.82 3.2K 13,846
2023-09-29 Bertels Mark E. Officer A-Award A Common Stock 3 186.82 560.45 856
2023-09-15 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 5,000 200.02 1.00M 343,534
2023-08-31 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,021 220.00 224.6K 348,534
2023-08-30 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 979 220.00 215.4K 349,555
2023-08-29 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 216.00 216.0K 350,534
2023-08-24 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 1,000 220.00 220.0K 351,534
2023-08-15 Shishin Maxim Officer M-Exempt A Common Stock 2,346 59.32 139.2K 2,946
2023-08-15 HAMERSLAG STEVEN J Director S-Sale D Common Stock 3 226.50 679.50 119,465
2023-08-14 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 3,000 220.71 662.1K 352,534
2023-08-11 Combs Michael G Officer S-Sale D Common Stock 4,130 222.82 920.3K 13,829
2023-08-11 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 220.00 440.0K 355,534
2023-08-10 Yoss Jennifer Officer A-Award A Non-Qualified Stock Option (right to buy) 200 222.26 44.5K 200
2023-08-10 Shishin Maxim Officer A-Award A Non-Qualified Stock Option (right to buy) 500 222.26 111.1K 500
2023-08-10 O'Brien Brandon Officer A-Award A Non-Qualified Stock Option (right to buy) 350 222.26 77.8K 350
2023-08-10 Macino Jean Director A-Award A Non-Qualified Stock Option (right to buy) 500 222.26 111.1K 500
2023-08-10 MICHAEL JEFFREY J Director / 10% Owner A-Award A Non-Qualified Stock Option (right to buy) 500 222.26 111.1K 500
2023-08-10 JESSUP R JUDD Director A-Award A Non-Qualified Stock Option (right to buy) 500 222.26 111.1K 500
2023-08-10 HOOPS ALAN Director A-Award A Non-Qualified Stock Option (right to buy) 500 222.26 111.1K 500
2023-08-10 HAMERSLAG STEVEN J Director M-Exempt D Non-Qualified Stock Option (right to buy) 2,000 48.35 96.7K 1,000
2023-08-10 CLEMONS V GORDON Director / Officer A-Award A Non-Qualified Stock Option (right to buy) 750 222.26 166.7K 750
2023-08-10 Bertels Mark E. Officer A-Award A Non-Qualified Stock Option (right to buy) 500 222.26 111.1K 500
2023-08-09 JESSUP R JUDD Director S-Sale D Common Stock 2,220 217.85 483.6K 42,897
2023-08-09 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 221.05 442.1K 357,534
2023-08-08 CLEMONS V GORDON Director / Officer S-Sale D Common Stock 2,000 215.00 430.0K 359,534
2023-08-07 JESSUP R JUDD Director S-Sale D Common Stock 300 216.18 64.9K 45,117

Executive team

Top executives
EBIT / Employee
29.4K
Shares Outstanding
51.25M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael G. Combs Chairman of the Board, Chief Executive Officer and President 651.4K 95.7K 441.3K 3.3K 1.19M 8.03%
2 2025 Maxim Shishin Chief Information Officer 300.9K 120.1K 132.7K 2.9K 556.6K 21.58%
3 2025 Mark E. Bertels Executive V.P., Risk Management Services 290.6K 112.1K 91.3K 2.9K 496.8K 22.56%
4 2025 Brandon T. O’Brien Chief Financial Officer 284.5K 84.0K 103.8K 2.8K 475.1K 17.68%
5 2025 Jennifer L. Yoss V.P., Accounting 212.9K 64.0K 48.6K 2.4K 327.9K 19.52%
6 2024 Michael G. Combs Chairman of the Board, Chief Executive Officer and President 626.5K 337.2K 3.2K 967.0K 0.00%
7 2024 Michael G. Combs CEO and President 626.5K 337.2K 3.2K 967.0K 0.00%
8 2024 Mark E. Bertels Executive V.P., Risk Management Services 274.4K 285.5K 151.9K 2.8K 714.6K 39.96%
9 2024 Maxim Shishin Chief Information Officer 289.5K 250.4K 125.9K 2.8K 668.5K 37.45%
10 2024 Brandon T. O’Brien Chief Financial Officer 273.7K 150.7K 80.7K 2.8K 507.9K 29.67%
11 2024 Jennifer L. Yoss V.P., Accounting 201.7K 121.2K 43.9K 2.4K 369.2K 32.83%
12 2024 V. Gordon Clemons Chairman of the Board Former CEO 81.2K 84.0K 204.00 165.4K 50.77%
13 2023 Michael G. Combs CEO and President 625.8K 1.18M 284.8K 3.0K 2.09M 56.29%
14 2023 Michael G. Combs Chairman of the Board, Chief Executive Officer and President 625.8K 1.18M 284.8K 3.0K 2.09M 56.29%
15 2023 Mark E. Bertels Executive V.P., Risk Management Services 260.3K 369.3K 103.7K 2.5K 735.9K 50.19%
16 2023 Maxim Shishin Chief Information Officer 286.5K 74.2K 101.6K 2.3K 464.7K 15.97%
17 2023 Brandon T. O’Brien Chief Financial Officer 271.0K 66.0K 85.7K 2.3K 425.0K 15.53%
18 2023 Jennifer L. Yoss V.P., Accounting 196.0K 43.7K 48.1K 2.1K 289.9K 15.07%
19 2023 V. Gordon Clemons Chairman of the Board Former CEO 81.3K 69.0K 393.00 150.6K 45.78%
20 2022 Michael G. Combs CEO and President 578.5K 309.9K 529.9K 2.4K 1.42M 21.82%
21 2022 Diane J. Blaha Chief Marketing Officer 356.1K 167.9K 219.5K 2.2K 745.6K 22.52%
22 2022 Maxim Shishin Chief Information Officer 259.9K 244.1K 145.1K 2.2K 651.3K 37.48%
23 2022 Brandon T. O’Brien Chief Financial Officer 251.0K 176.5K 100.6K 2.2K 530.3K 33.28%
24 2022 Jennifer L. Yoss V.P., Accounting 178.2K 117.5K 58.1K 1.9K 355.6K 33.05%
25 2022 V. Gordon Clemons Chairman of the Board and Former CEO 84.7K 45.9K 275.00 130.8K 35.06%
26 2022 V. Gordon Clemons Chairman of the Board Former CEO 84.7K 45.9K 275.00 130.8K 35.06%
27 2021 Michael G. Combs CEO and President 561.5K 543.2K 403.0K 2.3K 1.51M 35.97%
28 2021 Maxim Shishin Chief Information Officer 250.5K 282.3K 98.9K 2.2K 633.8K 44.54%
29 2021 Diane J. Blaha Chief Marketing Officer 347.5K 144.8K 123.2K 2.2K 617.6K 23.44%
30 2021 Brandon T. O’Brien Chief Financial Officer 242.9K 218.9K 84.8K 2.1K 548.7K 39.89%
31 2021 Jennifer L. Yoss V.P., Accounting 165.1K 137.3K 39.4K 1.3K 343.0K 40.01%
32 2021 V. Gordon Clemons Chairman of the Board Former CEO 104.5K 91.2K 455.00 196.1K 46.48%
33 2021 V. Gordon Clemons Chairman of the Board and Former CEO 104.5K 91.2K 455.00 196.1K 46.48%
34 2020 Michael G. Combs CEO and President 550.8K 483.4K 393.0K 2.3K 1.43M 33.81%
35 2020 Michael D. Saverien E.V.P., Risk Management Services 340.3K 286.2K 140.0K 4.0K 770.4K 37.14%
36 2020 Diane J. Blaha Chief Marketing Officer 343.6K 155.5K 122.5K 2.7K 623.3K 24.95%
37 2020 Maxim Shishin Chief Information Officer 238.3K 245.8K 108.6K 2.1K 594.7K 41.32%
38 2020 Brandon T. O’Brien Chief Financial Officer 236.3K 198.0K 74.4K 2.1K 510.8K 38.76%
39 2020 V. Gordon Clemons Chairman of the Board and Former CEO 400.0K 906.00 400.9K 0.00%
40 2020 Jennifer L. Yoss V.P., Accounting 147.5K 97.4K 28.1K 1.1K 274.1K 35.54%
41 2019 Michael G. Combs CEO and President 484.2K 897.0K 386.0K 2.8K 1.77M 50.68%
42 2019 Diane J. Blaha Chief Marketing Officer 327.1K 188.7K 185.1K 2.4K 703.2K 26.83%
43 2019 Michael D. Saverien E.V.P., Risk Management Services 294.7K 280.9K 91.5K 2.2K 669.2K 41.97%
44 2019 Maxim Shishin Chief Information Officer 215.8K 202.3K 103.4K 2.1K 523.5K 38.64%
45 2019 Brandon T. O’Brien Chief Financial Officer 187.7K 191.6K 117.2K 2.1K 498.5K 38.42%
46 2019 V. Gordon Clemons Chairman of the Board and Former CEO 400.0K 1.0K 401.0K 0.00%
47 2019 Jennifer L. Yoss V.P., Accounting 130.1K 99.7K 20.9K 1.2K 251.8K 39.58%
48 2019 Kenneth S. Cragun Former CFO 205.3K 205.3K 0.00%
49 2018 Michael G. Combs CEO and President 335.3K 959.1K 155.4K 2.3K 1.45M 66.05%
50 2018 Michael G. Combs President 335.3K 959.1K 155.4K 2.3K 1.45M 66.05%
51 2018 Diane J. Blaha Chief Marketing Officer 325.7K 193.6K 160.6K 2.4K 682.2K 28.38%
52 2018 Michael D. Saverien E.V.P., Risk Management Services 268.8K 318.0K 61.7K 2.3K 650.8K 48.87%
53 2018 Maxim Shishin Chief Information Officer 191.4K 191.3K 81.3K 2.0K 466.0K 41.06%
54 2018 V. Gordon Clemons Chairman of the Board, CEO and COO 400.0K 1.1K 401.1K 0.00%
55 2018 V. Gordon Clemons Chairman of the Board and Former CEO 400.0K 1.1K 401.1K 0.00%
56 2018 Richard J. Schweppe V.P., Finance 180.2K 5.8K 35.0K 2.0K 223.0K 2.60%
57 2018 Kenneth S. Cragun Chief Financial Officer 47.5K 47.5K 0.00%
58 2018 Kenneth S. Cragun Former CFO 47.5K 47.5K 0.00%
59 2017 Michael G. Combs President 216.8K 297.0K 80.0K 2.8K 596.5K 49.78%
60 2017 Michael G. Combs CEO and President 216.8K 297.0K 80.0K 2.8K 596.5K 49.78%
61 2017 Diane J. Blaha Chief Marketing Officer 315.8K 158.9K 50.0K 2.7K 527.5K 30.13%
62 2017 V. Gordon Clemons Chairman of the Board, CEO and COO 400.0K 1.1K 401.1K 0.00%
63 2017 V. Gordon Clemons Chairman of the Board and Former CEO 400.0K 1.1K 401.1K 0.00%
64 2017 Richard J. Schweppe Chief Financial Officer 173.1K 52.1K 40.0K 1.5K 266.6K 19.54%
65 2017 Richard J. Schweppe V.P., Finance 173.1K 52.1K 40.0K 1.5K 266.6K 19.54%
66 2016 Diane J. Blaha Chief Marketing Officer 308.9K 114.0K 35.4K 1.6K 459.9K 24.79%
67 2016 Diane J. Blaha Senior Vice President, Sales and Marketing 308.9K 91.1K 35.4K 1.6K 437.0K 20.84%
68 2016 Michael G. Combs President 187.1K 193.1K 29.0K 1.6K 410.8K 47.01%
69 2016 V. Gordon Clemons Chairman of the Board, CEO and COO 400.0K 1.5K 401.5K 0.00%
70 2016 V. Gordon Clemons Chairman of the Board, CEO and President 400.0K 1.5K 401.5K 0.00%
71 2016 Michael G. Combs Chief Information Officer 187.1K 62.6K 29.0K 1.6K 280.3K 22.32%
72 2016 Richard J. Schweppe V.P., Finance 167.6K 57.0K 14.4K 1.5K 240.5K 23.71%
73 2016 Richard J. Schweppe Chief Financial Officer 167.6K 18.0K 14.4K 1.5K 201.5K 8.92%
74 2015 Diane J. Blaha Senior Vice President, Sales and Account Management 305.0K 105.2K 40.3K 2.8K 453.2K 23.21%
75 2015 Diane J. Blaha Chief Marketing Officer 305.0K 105.2K 40.3K 2.8K 453.2K 23.21%
76 2015 Diane J. Blaha Senior Vice President, Sales and Marketing 305.0K 105.2K 40.3K 2.8K 453.2K 23.21%
77 2015 V. Gordon Clemons Chairman of the Board, CEO, President and Chief Operating Officer 400.0K 1.7K 401.7K 0.00%
78 2015 V. Gordon Clemons Chairman of the Board, CEO and COO 400.0K 1.7K 401.7K 0.00%
79 2015 V. Gordon Clemons Chairman of the Board, CEO and President 400.0K 1.7K 401.7K 0.00%
80 2015 Donald C. McFarlane Former Chief Information Officer 196.2K 4.4K 54.0K 1.8K 256.5K 1.72%
81 2015 Richard J. Schweppe Chief Financial Officer 148.0K 62.2K 34.6K 1.2K 246.0K 25.28%
82 2015 Scott R. McCloud Former Chief Financial Officer 51.7K 11.2K 1.0K 93.9K 11.94%
83 2014 V. Gordon Clemons Chairman of the Board, CEO, President and Chief Operating Officer 393.8K 1.41M 150.0K 1.4K 1.96M 72.15%
84 2014 V. Gordon Clemons Chairman of the Board, CEO and President 393.8K 1.41M 150.0K 1.4K 1.96M 72.15%
85 2014 V. Gordon Clemons, Sr. Chairman of the Board, CEO, President and Chief Operating Officer 393.8K 1.41M 150.0K 1.1K 1.96M 72.17%
86 2014 Diane J. Blaha Senior Vice President, Sales and Account Management 300.8K 132.6K 166.8K 2.0K 602.3K 22.02%
87 2014 Diane J. Blaha Senior Vice President, Sales and Marketing 300.8K 132.6K 166.8K 2.0K 602.3K 22.02%
88 2014 Donald C. McFarlane Former Chief Information Officer 196.2K 116.2K 51.0K 1.2K 364.6K 31.87%
89 2014 Donald C. McFarlane Chief Information Officer 196.2K 116.2K 51.0K 1.2K 364.6K 31.88%
90 2014 Richard J. Schweppe Chief Financial Officer 132.1K 186.6K 22.7K 1.1K 342.4K 54.49%
91 2014 Scott McCloud Former Chief Financial Officer 161.6K 37.6K 32.9K 1.4K 233.4K 16.10%
92 2014 Scott R. McCloud Former Chief Financial Officer 161.6K 37.6K 32.9K 1.3K 233.3K 16.10%
93 2013 V. Gordon Clemons Chairman of the Board, CEO, President and Chief Operating Officer 326.0K 217.5K 1.1K 544.7K 39.94%
94 2013 V. Gordon Clemons, Sr. Chairman of the Board, CEO, President and Chief Operating Officer 326.0K 217.5K 1.1K 544.7K 39.94%
95 2013 Diane J. Blaha Senior Vice President, Sales and Account Management 295.1K 60.1K 31.2K 1.9K 388.3K 15.47%
96 2013 Donald C. McFarlane Chief Information Officer 191.7K 60.1K 35.0K 1.2K 288.0K 20.86%
97 2013 Donald C. McFarlane Former Chief Information Officer 191.7K 60.1K 35.0K 1.2K 288.0K 20.86%
98 2013 Scott McCloud Former Chief Financial Officer 157.6K 10.0K 20.1K 1.4K 189.0K 5.30%
99 2013 Scott R. McCloud Former Chief Financial Officer 157.6K 10.0K 20.1K 1.4K 189.0K 5.30%
100 2013 Scott McCloud Chief Financial Officer 157.6K 10.0K 20.1K 1.4K 184.8K 5.42%
101 2013 Richard J. Schweppe Chief Financial Officer 125.6K 24.2K 17.5K 1.1K 168.3K 14.40%
102 2013 V. Gordon Clemons, Jr. Former Executive Vice President 140.4K 17.3K 232.00 158.0K 10.97%
103 2012 Daniel J. Starck Former Chief Executive Officer, President and Chief Operating Officer 421.0K 324.3K 227.0K 2.0K 974.3K 33.28%
104 2012 V. Gordon Clemons, Sr. Chairman of the Board, CEO, President and Chief Operating Officer 348.3K 275.7K 1.1K 625.1K 44.11%
105 2012 V. Gordon Clemons, Jr. Executive Vice President 191.1K 187.7K 151.7K 509.00 531.1K 35.35%
106 2012 V. Gordon Clemons, Jr. Former Executive Vice President 191.1K 187.7K 151.7K 509.00 531.1K 35.35%
107 2012 Diane J. Blaha Senior Vice President, Sales and Account Management 294.6K 87.5K 141.6K 755.00 524.5K 16.69%
108 2012 Diane J. Blaha Senior Vice President, Sales and Account Management 294.6K 87.5K 141.6K 755.00 524.5K 16.69%
109 2012 V. Gordon Clemons, Sr. Chairman of the Board, CEO, President and Chief Operating Officer 348.3K 88.0K 1.1K 437.3K 20.11%
110 2012 Donald C. McFarlane Chief Information Officer 187.5K 95.1K 41.3K 1.8K 325.7K 29.21%
111 2012 Donald C. McFarlane Chief Information Officer 187.5K 95.1K 41.3K 1.2K 325.1K 29.26%
112 2012 Scott McCloud Chief Financial Officer 154.1K 92.6K 40.8K 1.4K 288.9K 32.05%
113 2012 Scott McCloud Former Chief Financial Officer 154.1K 92.6K 40.8K 1.4K 288.9K 32.05%
114 2012 Scott McCloud Chief Financial Officer 154.1K 92.6K 40.8K 1.4K 288.9K 32.05%
115 2011 Daniel J. Starck Former Chief Executive Officer, President and Chief Operating Officer 383.7K 467.0K 349.4K 1.6K 1.20M 38.86%
116 2011 Daniel J. Starck Chief Executive Officer, President and Chief 383.7K 1.20M 0.00%
117 2011 V. Gordon Clemons Chairman of the Board 350.0K 650.5K 0.00%
118 2011 V. Gordon Clemons, Sr. Chairman of the Board, CEO, President and Chief Operating Officer 350.0K 299.4K 1.0K 650.5K 46.03%
119 2011 V. Gordon Clemons, Sr. Chairman of the Board, CEO, President and Chief Operating Officer 350.0K 299.4K 1.0K 650.5K 46.03%
120 2011 V. Gordon Clemons, Jr. Executive Vice President 181.1K 237.9K 224.5K 262.00 643.8K 36.96%
121 2011 V. Gordon Clemons, Jr. Former Executive Vice President 181.1K 237.9K 224.5K 262.00 643.8K 36.96%
122 2011 Diane J. Blaha Senior Vice President, Sales and Account Management 291.0K 51.8K 185.9K 534.00 529.2K 9.78%
123 2011 Diane J. Blaha Senior Vice President, Sales and Account 291.0K 529.2K 0.00%
124 2011 Diane J. Blaha Senior Vice President, Sales and Account Management 291.0K 51.8K 185.9K 534.00 529.2K 9.78%
125 2011 Donald C. McFarlane Chief Information Officer 181.8K 131.5K 53.6K 1.3K 368.2K 35.72%
126 2011 Donald C. McFarlane Chief Information Officer 181.8K 131.5K 53.6K 1.3K 368.2K 35.72%
127 2011 Scott McCloud Chief Financial Officer 149.6K 89.2K 46.8K 1.3K 286.9K 31.09%
128 2011 Scott McCloud Chief Financial Officer 149.6K 89.2K 46.8K 1.3K 286.9K 31.09%
129 2010 Daniel J. Starck Chief Executive Officer, President and Chief Operating Officer 372.7K 325.2K 727.00 950.1K 0.00%
130 2010 Daniel J. Starck Former Chief Executive Officer, President and Chief Operating Officer 372.7K 251.5K 325.2K 727.00 950.1K 26.47%
131 2010 Daniel J. Starck Chief Executive Officer, President and Chief 372.7K 950.1K 0.00%
132 2010 Diane J. Blaha Vice President of Sales 275.0K 180.0K 534.00 567.0K 0.00%
133 2010 Diane J. Blaha Senior Vice President, Sales and Account Management 275.0K 111.5K 180.0K 534.00 567.0K 19.66%
134 2010 Diane J. Blaha Senior Vice President, Sales and Account 275.0K 567.0K 0.00%
135 2010 V. Gordon Clemons, Jr. Executive Vice President 168.6K 56.8K 375.00 362.5K 0.00%
136 2010 V. Gordon Clemons Chairman of the Board 350.0K 351.4K 0.00%
137 2010 V. Gordon Clemons, Sr. Chairman of the Board, CEO, President and Chief Operating Officer 350.0K 1.4K 351.4K 0.00%
138 2010 V. Gordon Clemons Chairman of the Board and Former Chief Executive Officer 350.0K 1.2K 351.2K 0.00%
139 2010 Donald C. McFarlane Chief Information Officer 175.7K 52.9K 1.5K 338.9K 0.00%
140 2010 Scott McCloud Chief Financial Officer 146.4K 46.1K 1.3K 277.5K 0.00%
141 2009 Daniel J. Starck Chief Executive Officer, President and Chief Operating Officer 357.0K 85.0K 515.00 721.2K 0.00%
142 2009 Daniel J. Starck Chief Executive Officer, President and Chief 357.0K 85.0K 721.2K 0.00%
143 2009 Diane J. Blaha Vice President of Sales 388.2K 577.00 597.1K 0.00%
144 2009 Diane J. Blaha Senior Vice President, Sales and Account 388.2K 597.1K 0.00%
145 2009 Diane J. Blaha Vice President of Sales 483.9K 0.00%
146 2009 V. Gordon Clemons Chairman of the Board and Former Chief Executive Officer 350.0K 1.4K 351.4K 0.00%
147 2009 V. Gordon Clemons Chairman of the Board and Former Chief Executive 351.4K 0.00%
148 2009 Donald C. McFarlane Chief Information Officer 171.2K 37.7K 1.5K 298.5K 0.00%
149 2009 Scott McCloud Chief Financial Officer 140.0K 36.7K 1.5K 236.6K 0.00%
150 2008 Daniel J. Starck Chief Executive Officer, President and Chief Operating Officer 345.2K 318.5K 352.00 765.1K 0.00%
151 2008 Daniel J. Starck CEO, President and 345.2K 765.1K 0.00%
152 2008 Daniel J. Starck Chief Executive Officer, President and Chief 765.1K 0.00%
153 2008 V. Gordon Clemons Chairman of the Board and Former Chief Executive Officer 350.0K 100.0K 3.8K 595.0K 0.00%
154 2008 V. Gordon Clemons Chairman of the Board and Former Chief Executive 350.0K 100.0K 495.0K 0.00%
155 2008 V. Gordon Clemons Chairman of the Board and Former Chief Executive 495.0K 0.00%
156 2008 Donald C. McFarlaneCIO 167.6K 251.6K 0.00%
157 2008 Donald C. McFarlane Chief Information Officer 167.6K 46.5K 1.9K 251.6K 0.00%
158 2008 Scott McCloud Chief Financial Officer 137.0K 40.4K 1.1K 204.3K 0.00%
159 2008 Scott McCloud CFO 137.0K 204.3K 0.00%
160 2007 Daniel J. Starck Chief Executive Officer, President and Chief 617.4K 0.00%
161 2007 Daniel J. Starck CEO, President and 280.1K 617.4K 0.00%
162 2007 V. Gordon Clemons Chairman of the Board and Former Chief Executive 508.5K 0.00%
163 2007 V. Gordon Clemons Chairman of the Board and Former Chief Executive 350.0K 100.0K 508.5K 0.00%
164 2007 Donald C. McFarlaneCIO 158.4K 257.4K 0.00%
165 2007 Scott McCloud CFO 124.2K 190.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-06-24 DEFA14A
2025-06-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-20 8-K
2026-05-05 4
2026-04-23 4
2026-04-02 4
2026-04-02 4
2026-04-02 4
2026-03-26 SC 13G/A
2026-03-17 4
2026-03-17 4
2026-03-06 4

Executive team

NameTitleCompensationGender
Michael G. Combs President, Chief Executive Officer & Chairman 1M male
Maxim Shishin Chief Information Officer 436.5K male
Mark E. Bertels Executive Vice President of Risk Management Services 384.7K male
Brian Nichols Chief Financial Officer 357.2K male
Jennifer L. Yoss Vice President of Accounting 263.9K female
Leslie Washburn Chief of Staff
Jeffrey D. Gurtcheff Chief Claims Officer male
Melissa Storan Vice President of Marketing
Jason Wheeler Vice President of Sales & Account Management
Sharon F. O'Connor Vice President of Legal Services female
ESG Rating
B
INSURANCE - BROKERS
2018
E (Environmental)
53.5 / 62.1
Company / Sector avg.
S (Social)
60.3 / 65.4
Company / Sector avg.
G (Governance)
61.4 / 63.7
Company / Sector avg.
ESG Total
58.4 / 63.7
Company / Sector avg.
ESG Score History INSURANCE - BROKERS
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend history

Earnings history

Earnings reports

Stock splits