CareTrust REIT, Inc. (CTRE)
San Clemente, CA, US
CareTrust REIT, Inc. operates as a self-managed, publicly traded real estate investment trust. The company specializes in the ownership, acquisition, development, and leasing of various healthcare properties, including skilled nursing facilities, seniors' housing complexes, and other related medical real estate. It maintains a broad, nationwide portfolio of assets, all under long-term net lease agreements with an expanding group of reputable operators. CareTrust REIT is actively pursuing strategic growth across the United States, leveraging both external investments and organic expansion opportunities.
Based on only 1 article — low confidence
- Healthcare REITs in Focus as a Long-Term Bet on Aging Demographics Zacks Investment Research
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.80% | +3.44% | +8.34% | +5.20% | +17.77% | +16.40% | +48.83% | +111.61% | +86.07% | +216.23% | +140.65% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 9 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 2 |
43.00
+6.6%
|
| Last Year | 11 |
41.09
+1.9%
|
| All Time | 17 |
35.59
-11.8%
|
-
Revenue growth+108.8% Q1'26: +99.3% (vs Q1'25)
-
EPS growth+96.3% Q1'26: +2.9% (vs Q1'25)
-
FCF margin— Q1'26: +61.1% (vs Q1'25)
-
EBIT margin— Q1'26: +65.1% (vs Q1'25)
-
ROIC— Q1'26: +7.5% (vs Q1'25)
-
Share dilution+31.5% Q1'26: +19.5% (vs Q1'25)
-
Debt / EBITDA1.94× Q1'26: 1.83× (vs Q1'25)
* 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.
| Metric |
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 3 Rev. Ana. 5 EPS Ana. |
Dec 2027 3 Rev. Ana. 5 EPS Ana. |
Dec 2028 2 Rev. Ana. 3 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
73.99M
est: 70.54M (+4.9%)
|
103.94M
est: 102.54M (+1.4%)
|
131.12M
est: 129.74M (+1.1%)
|
155.38M
est: 155.75M (-0.2%)
|
159.06M
est: 159.87M (-0.5%)
|
175.69M
est: 176.44M (-0.4%)
|
190.20M
est: 190.44M (-0.1%)
|
187.51M
est: 190.52M (-1.6%)
|
198.60M
est: 247.57M (-19.8%)
|
228.26M
est: 225.93M (+1.0%)
|
476.59M
est: 374.78M (+27.2%)
|
479.94M
418.09M – 521.91M
+28.1% YoY
|
544.49M
474.33M – 592.11M
+13.5% YoY
|
687.70M
599.08M – 747.84M
+26.3% YoY
|
785.10M
683.93M – 853.77M
+14.2% YoY
|
| EBITDA |
24.13M
est: 46.46M (-48.1%)
|
85.00M
est: 82.63M (+2.9%)
|
98.48M
est: 114.86M (-14.3%)
|
129.52M
est: 127.65M (+1.5%)
|
126.35M
est: 143.92M (-12.2%)
|
157.35M
est: 150.98M (+4.2%)
|
151.05M
est: 161.07M (-6.2%)
|
72.88M
est: 26.68M (+173.1%)
|
145.80M
est: 188.82M (-22.8%)
|
211.54M
est: 172.31M (+22.8%)
|
462.08M
est: 285.83M (+61.7%)
|
366.03M
318.87M – 398.05M
+28.1% YoY
|
415.27M
361.75M – 451.59M
+13.5% YoY
|
524.49M
456.90M – 570.36M
+26.3% YoY
|
598.77M
521.61M – 651.14M
+14.2% YoY
|
| EBIT |
34.08M
est: 26.79M (+27.2%)
|
52.23M
est: 51.14M (+2.1%)
|
50.07M
est: 74.24M (-32.6%)
|
83.73M
est: 79.92M (+4.8%)
|
74.48M
est: 105.34M (-29.3%)
|
104.53M
est: 97.62M (+7.1%)
|
95.66M
est: 112.84M (-15.2%)
|
22.50M
est: 142.53M (-84.2%)
|
94.61M
est: 126.33M (-25.1%)
|
154.71M
est: 115.28M (+34.2%)
|
368.99M
est: 191.24M (+93.0%)
|
244.90M
213.34M – 266.32M
+28.1% YoY
|
277.84M
242.03M – 302.14M
+13.5% YoY
|
350.91M
305.69M – 381.60M
+26.3% YoY
|
400.61M
348.99M – 435.65M
+14.2% YoY
|
| Net Income |
10.03M
est: 7.49M (+34.0%)
|
29.35M
est: 28.80M (+1.9%)
|
25.87M
est: 29.33M (-11.8%)
|
57.92M
est: 56.20M (+3.1%)
|
46.36M
est: 32.05M (+44.6%)
|
80.87M
est: 77.39M (+4.5%)
|
71.98M
est: 76.01M (-5.3%)
|
-7.51M
est: 33.42M (-122.5%)
|
53.74M
est: 116.91M (-54.0%)
|
125.08M
est: 167.76M (-25.4%)
|
320.54M
est: 320.54M (+0.0%)
|
302.66M
298.83M – 306.49M
-5.6% YoY
|
327.39M
318.30M – 336.49M
+8.2% YoY
|
340.65M
319.75M – 361.55M
+4.0% YoY
|
344.91M
287.13M – 384.13M
+1.3% YoY
|
| SGA |
7.66M
est: 25.04M (-69.4%)
|
9.30M
est: 40.31M (-76.9%)
|
11.12M
est: 84.93M (-86.9%)
|
12.56M
est: 56.58M (-77.8%)
|
15.16M
est: 95.98M (-84.2%)
|
16.30M
est: 66.31M (-75.4%)
|
26.87M
est: 42.54M (-36.8%)
|
19.27M
est: 43.21M (-55.4%)
|
20.90M
est: 23.36M (-10.5%)
|
27.90M
est: 21.32M (+30.9%)
|
138.0K
est: 35.37M (-99.6%)
|
45.29M
39.45M – 49.25M
+28.1% YoY
|
51.38M
44.76M – 55.87M
+13.5% YoY
|
64.89M
56.53M – 70.57M
+26.3% YoY
|
74.08M
64.54M – 80.56M
+14.2% YoY
|
| EPS |
0.27
est: 0.23 (+17.4%)
|
0.52
est: 0.52 (-0.4%)
|
0.36
est: 0.51 (-28.9%)
|
0.73
est: 0.73 (+0.5%)
|
0.20
est: 0.46 (-56.7%)
|
0.60
est: 0.84 (-28.7%)
|
0.50
est: 0.80 (-37.9%)
|
0.44
est: -0.01 (+5,584.2%)
|
0.50
est: 0.59 (-15.1%)
|
0.81
est: 0.82 (-1.5%)
|
1.57
est: 1.42 (+10.9%)
|
1.49
1.46 – 1.50
+5.0% YoY
|
1.60
1.56 – 1.65
+7.4% YoY
|
1.67
1.57 – 1.77
+4.9% YoY
|
1.69
1.41 – 1.88
+0.9% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 17.90M | 18.40% | — | — | — | — | HC | Delaware | 2023-01-20 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 15.51M | 15.98% | — | 173.1K | 15.25M | 262.1K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 3 | FMR LLC | 8.99M | 11.85% | 607.6K | — | 8.99M | — | HC | Delaware | 2018-02-13 | ↗ |
| 4 | Wellington Group Holdings LLP | 5.67M | 5.84% | — | 4.72M | — | — | HC | — | 2023-02-06 | ↗ |
| 5 | Wellington Investment Advisors Holdings LLP | 5.67M | 5.84% | — | 4.72M | — | — | HC | Delaware | 2023-02-06 | ↗ |
| 6 | Wellington Management Group LLP | 5.67M | 5.84% | — | 4.72M | — | — | HC | Massachusetts | 2023-02-06 | ↗ |
| 7 | Abigail P. Johnson | 5.55M | 5.80% | 849.9K | — | 5.55M | — | IN | Delaware | 2020-02-07 | ↗ |
| 8 | STATE STREET CORPORATION | 5.32M | 5.48% | — | 4.47M | — | 5.32M | HC | — | 2022-02-10 | ↗ |
| 9 | Wellington Management Company LLP | 5.20M | 5.36% | — | 4.58M | — | — | IA | — | 2023-02-06 | ↗ |
| 10 | PGGM Vermogensbeheer B.V., acting in its capacity as legal representative of Stichting PGGM Deposita | 4.00 | 4.35% | 4.00 | — | — | — | OO | Citizenship or Place of Organization | 2020-07-16 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 1.10M +1.1M (+100.0%) | 39.74B +39.7B (+100.0%) | 0.52% +0.519 pp | 0.28% +0.278 pp | USD36.16 +0.0% | 1 qtrs NEW |
| 2 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 349.4K +349.4K (+100.0%) | 12.63B +12.6B (+100.0%) | 0.17% +0.172 pp | 0.02% +0.019 pp | USD36.16 +0.0% | 1 qtrs NEW |
| 3 | BLACKROCK, INC. | 41.75M +1.7M (+4.3%) | 1.51B +121.9M (+8.8%) | 20.50% -0.293 pp | 0.03% +0.001 pp | USD30.70 +17.8% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 33.18M +211.0K (+0.6%) | 1.20B +56.4M (+4.9%) | 16.30% -0.839 pp | 0.02% +0.000 pp | USD23.16 +56.1% | 47 qtrs — |
| 5 | COHEN & STEERS, INC. | 16.48M -1.8M (-9.7%) | 595.88M -37.0M (-5.9%) | 7.78% -1.703 pp | 1.08% -0.065 pp | USD32.78 +10.3% | 3 qtrs — |
| 6 | STATE STREET CORP | 12.43M +219.6K (+1.8%) | 453.41M +26.1M (+6.1%) | 6.10% -0.241 pp | 0.02% +0.000 pp | USD23.56 +53.5% | 47 qtrs — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 12.36M +1.9M (+18.1%) | 446.79M +83.9M (+23.1%) | 6.07% +0.631 pp | 0.08% +0.015 pp | USD24.46 +47.8% | 14 qtrs — |
| 8 | FMR LLC | 10.73M -801.0K (-6.9%) | 387.87M -11.9M (-3.0%) | 5.27% -0.723 pp | 0.02% -0.001 pp | USD28.45 +27.1% | 39 qtrs — |
| 9 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.49M +3.4M (+108.5%) | 234.82M +126.8M (+117.4%) | 3.19% +1.571 pp | 0.15% +0.082 pp | USD34.04 +6.2% | 3 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 6.09M +409.4K (+7.2%) | 220.33M +23.2M (+11.8%) | 2.99% +0.039 pp | 0.01% +0.001 pp | USD25.02 +44.5% | 47 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.43M +202.0K (+4.8%) | 160.23M +13.6M (+9.2%) | 2.09% -0.105 pp | 0.02% +0.002 pp | USD26.48 +36.6% | 47 qtrs — |
| 12 | INVESCO LTD. | 3.50M -2.0K (-0.1%) | 126.50M +5.1M (+4.2%) | 1.72% -0.101 pp | 0.02% +0.000 pp | USD29.13 +24.1% | 47 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 3.27M +171.2K (+5.5%) | 118.32M +10.8M (+10.0%) | 1.55% -0.066 pp | 0.02% +0.002 pp | USD24.46 +47.8% | 47 qtrs — |
| 14 | NORGES BANK | 3.18M +3.2M (+100.0%) | 114.81M +114.8M (+100.0%) | 1.50% +1.500 pp | 0.01% +0.012 pp | USD36.16 +0.0% | 1 qtrs NEW |
| 15 | NUVEEN, LLC | 2.93M +321.3K (+12.3%) | 105.84M +15.5M (+17.1%) | 1.44% +0.083 pp | 0.03% +0.004 pp | USD30.03 +20.4% | 4 qtrs — |
| 16 | NORTHERN TRUST CORP | 2.75M -71.5K (-2.5%) | 99.44M +1.6M (+1.6%) | 1.35% -0.116 pp | 0.01% +0.000 pp | USD23.36 +54.8% | 47 qtrs — |
| 17 | CITADEL ADVISORS LLC | 2.57M +2.6M (+100.0%) | 93.00M +93.0M (+100.0%) | 1.26% +1.263 pp | 0.01% +0.014 pp | USD36.16 +0.0% | 1 qtrs NEW |
| 18 | BANK OF NEW YORK MELLON CORP | 2.43M -67.5K (-2.7%) | 87.90M +1.3M (+1.5%) | 1.15% -0.150 pp | 0.02% -0.001 pp | USD20.32 +78.0% | 47 qtrs — |
| 19 | MORGAN STANLEY | 2.43M +264.8K (+12.2%) | 87.88M +12.8M (+17.0%) | 1.19% +0.068 pp | 0.01% +0.001 pp | USD24.28 +48.9% | 47 qtrs — |
| 20 | DAIWA SECURITIES GROUP INC. | 2.32M -921.3K (-28.5%) | 83.78M -28.5M (-25.4%) | 1.09% -0.589 pp | 0.27% -0.111 pp | USD32.64 +10.8% | 47 qtrs — |
| 21 | RAYMOND JAMES FINANCIAL INC | 2.03M -195.1K (-8.8%) | 73.66M -3.4M (-4.4%) | 0.99% -0.159 pp | 0.02% -0.002 pp | USD28.00 +29.1% | 5 qtrs — |
| 22 | ALYESKA INVESTMENT GROUP, L.P. | 2.03M -1.1M (-34.9%) | 73.31M -34.8M (-32.2%) | 1.00% -0.624 pp | 0.21% -0.120 pp | USD27.16 +33.1% | 10 qtrs — |
| 23 | COPELAND CAPITAL MANAGEMENT, LLC | 1.80M +86.7K (+5.1%) | 65.19M +5.7M (+9.5%) | 0.85% -0.040 pp | 1.46% +0.216 pp | USD33.89 +6.7% | 3 qtrs — |
| 24 | ZIMMER PARTNERS, LP | 1.76M +173.7K (+10.9%) | 63.71M +8.6M (+15.7%) | 0.87% +0.040 pp | 1.68% +0.489 pp | USD31.21 +15.9% | 10 qtrs — |
| 25 | GRS ADVISORS, LLC | 1.66M +108.1K (+7.0%) | 59.98M +6.2M (+11.5%) | 0.81% +0.009 pp | 5.38% +0.348 pp | USD29.17 +24.0% | 9 qtrs — |
| 26 | LEGAL & GENERAL GROUP PLC | 1.56M +149.6K (+10.6%) | 56.36M +7.5M (+15.3%) | 0.74% +0.004 pp | 0.01% +0.002 pp | USD23.33 +55.0% | 46 qtrs — |
| 27 | AMERICAN CENTURY COMPANIES INC | 1.53M +825.6K (+118.0%) | 55.16M +30.9M (+127.3%) | 0.75% +0.385 pp | 0.03% +0.015 pp | USD29.53 +22.5% | 42 qtrs — |
| 28 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.43M +1.1M (+329.4%) | 51.89M +40.3M (+347.8%) | 0.70% +0.531 pp | 0.05% +0.041 pp | USD33.86 +6.8% | 10 qtrs — |
| 29 | PRINCIPAL FINANCIAL GROUP INC | 1.33M +93.1K (+7.5%) | 48.04M +5.2M (+12.1%) | 0.63% -0.015 pp | 0.02% +0.003 pp | USD25.84 +39.9% | 47 qtrs — |
| 30 | UBS ASSET MANAGEMENT AMERICAS INC | 1.32M +14.8K (+1.1%) | 47.85M +2.5M (+5.4%) | 0.63% -0.055 pp | 0.01% +0.000 pp | USD28.85 +25.3% | 47 qtrs — |
| 31 | JPMORGAN CHASE & CO | 1.32M -120.5K (-8.4%) | 47.79M -2.2M (-4.4%) | 0.62% -0.125 pp | 0.00% +0.000 pp | USD28.88 +25.2% | 47 qtrs — |
| 32 | RUSSELL INVESTMENTS GROUP, LTD. | 1.23M -60.0K (-4.7%) | 44.35M -266.0K (-0.6%) | 0.60% -0.066 pp | 0.05% -0.002 pp | USD28.94 +24.9% | 13 qtrs — |
| 33 | SEI INVESTMENTS CO | 1.08M -95.9K (-8.2%) | 38.89M -1.7M (-4.3%) | 0.51% -0.101 pp | 0.04% -0.005 pp | USD29.61 +22.1% | 18 qtrs — |
| 34 | UBS GROUP AG | 1.04M +472.5K (+82.7%) | 37.75M +17.9M (+90.5%) | 0.51% +0.216 pp | 0.01% +0.003 pp | USD33.35 +8.4% | 44 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 1,000.0K +295.5K (+41.9%) | 36.16M +11.7M (+48.0%) | 0.49% +0.125 pp | 0.00% +0.001 pp | USD30.67 +17.9% | 47 qtrs — |
| 36 | GOLDMAN SACHS GROUP INC | 958.9K -418.2K (-30.4%) | 34.67M -13.1M (-27.4%) | 0.47% -0.245 pp | 0.00% -0.002 pp | USD30.62 +18.1% | 47 qtrs — |
| 37 | HUDSON BAY CAPITAL MANAGEMENT LP | 952.6K -757.9K (-44.3%) | 34.45M -24.9M (-41.9%) | 0.47% -0.421 pp | 0.11% -0.084 pp | USD34.25 +5.6% | 6 qtrs — |
| 38 | VICTORY CAPITAL MANAGEMENT INC | 936.0K -85.2K (-8.3%) | 33.84M -1.6M (-4.4%) | 0.46% -0.071 pp | 0.02% -0.002 pp | USD24.52 +47.5% | 26 qtrs — |
| 39 | ROYAL LONDON ASSET MANAGEMENT LTD | 907.0K +11.2K (+1.2%) | 32.80M +1.7M (+5.6%) | 0.43% -0.037 pp | 0.07% +0.002 pp | USD23.52 +53.7% | 17 qtrs — |
| 40 | SCHRODER INVESTMENT MANAGEMENT GROUP | 877.0K +105.8K (+13.7%) | 32.09M +5.9M (+22.5%) | 0.43% +0.030 pp | 0.02% +0.004 pp | USD33.08 +9.3% | 5 qtrs — |
| 41 | SG AMERICAS SECURITIES, LLC | 865.1K +761.8K (+737.0%) | 31.28M +27.7M (+772.6%) | 0.41% +0.355 pp | 0.04% +0.028 pp | USD35.95 +0.6% | 37 qtrs — |
| 42 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 835.9K -85.5K (-9.3%) | 30.22M -1.7M (-5.4%) | 0.39% -0.084 pp | 0.08% +0.002 pp | USD18.77 +92.6% | 15 qtrs — |
| 43 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 800.0K -25.0K (-3.0%) | 28.93M +317.0K (+1.1%) | 0.39% -0.036 pp | 0.04% -0.002 pp | USD31.05 +16.5% | 3 qtrs — |
| 44 | MACKENZIE FINANCIAL CORP | 777.1K +163.1K (+26.6%) | 28.64M +7.3M (+34.5%) | 0.38% +0.063 pp | 0.03% +0.008 pp | USD34.24 +5.6% | 21 qtrs — |
| 45 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 772.9K -86.4K (-10.1%) | 27.95M -1.9M (-6.2%) | 0.38% -0.067 pp | 0.09% -0.015 pp | USD27.46 +31.7% | 47 qtrs — |
| 46 | AMERIPRISE FINANCIAL INC | 755.5K +117.5K (+18.4%) | 27.33M +5.2M (+23.5%) | 0.37% +0.040 pp | 0.01% +0.001 pp | USD23.50 +53.9% | 47 qtrs — |
| 47 | AEW CAPITAL MANAGEMENT L P | 701.9K -395.6K (-36.0%) | 25.38M -12.7M (-33.3%) | 0.33% -0.239 pp | 1.84% -0.283 pp | USD28.14 +28.5% | 8 qtrs — |
| 48 | TWO SIGMA INVESTMENTS, LP | 699.5K -518.0K (-42.5%) | 25.30M -16.9M (-40.1%) | 0.34% -0.289 pp | 0.04% -0.027 pp | USD25.28 +43.0% | 23 qtrs — |
| 49 | SCHONFELD STRATEGIC ADVISORS LLC | 650.6K +221.9K (+51.8%) | 23.52M +8.7M (+58.2%) | 0.32% +0.097 pp | 0.10% +0.020 pp | USD32.13 +12.5% | 11 qtrs — |
| 50 | SOUND INCOME STRATEGIES, LLC | 621.7K +37.5K (+6.4%) | 23.48M +3.7M (+18.9%) | 0.29% -0.010 pp | 1.11% +0.031 pp | USD26.09 +38.6% | 10 qtrs — |
| 51 | RHUMBLINE ADVISERS | 611.1K -38.6K (-5.9%) | 22.10M -433.9K (-1.9%) | 0.30% -0.038 pp | 0.02% 0.000 pp | USD23.31 +55.1% | 47 qtrs — |
| 52 | HSBC HOLDINGS PLC | 609.1K -35.0K (-5.4%) | 22.00M -219.7K (-1.0%) | 0.30% -0.036 pp | 0.01% -0.001 pp | USD32.01 +13.0% | 33 qtrs — |
| 53 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 554.1K +4.6K (+0.8%) | 20.03M +1.2M (+6.3%) | 0.27% -0.014 pp | 0.03% +0.008 pp | USD24.18 +49.5% | 47 qtrs — |
| 54 | SEGALL BRYANT & HAMILL, LLC | 532.9K -46.3K (-8.0%) | 19.27M -815.4K (-4.1%) | 0.26% -0.039 pp | 0.26% -0.007 pp | USD28.09 +28.7% | 5 qtrs — |
| 55 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 531.1K +203.4K (+62.1%) | 19.20M +7.8M (+69.0%) | 0.25% +0.081 pp | 0.01% +0.004 pp | USD35.25 +2.6% | 2 qtrs — |
| 56 | DEUTSCHE BANK AG\ | 504.1K +242.6K (+92.8%) | 18.23M +9.2M (+101.0%) | 0.24% +0.102 pp | 0.01% +0.003 pp | USD31.65 +14.2% | 47 qtrs — |
| 57 | PRUDENTIAL FINANCIAL INC | 485.4K -421.6K (-46.5%) | 17.55M -13.9M (-44.2%) | 0.24% -0.233 pp | 0.02% -0.016 pp | USD27.16 +33.1% | 47 qtrs — |
| 58 | ENVESTNET ASSET MANAGEMENT INC | 483.1K -45.1K (-8.5%) | 17.47M -848.1K (-4.6%) | 0.24% -0.037 pp | 0.01% 0.000 pp | USD30.92 +16.9% | 24 qtrs — |
| 59 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 470.1K +112.0K (+31.3%) | 17.07M +4.5M (+35.3%) | 0.23% +0.045 pp | 0.03% +0.007 pp | USD31.90 +13.4% | 17 qtrs — |
| 60 | WELLS FARGO & COMPANY/MN | 467.3K +87.7K (+23.1%) | 16.90M +3.7M (+28.3%) | 0.23% +0.032 pp | 0.00% +0.001 pp | USD28.58 +26.5% | 47 qtrs — |
| 61 | GILLSON CAPITAL LP | 461.8K -154.5K (-25.1%) | 16.70M -4.7M (-21.9%) | 0.23% -0.094 pp | 1.09% -0.763 pp | USD30.60 +18.2% | 3 qtrs — |
| 62 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 450.6K +69.4K (+18.2%) | 16.29M +3.1M (+23.3%) | 0.21% +0.015 pp | 0.03% +0.005 pp | USD31.11 +16.2% | 4 qtrs — |
| 63 | SWISS NATIONAL BANK | 440.2K +13.1K (+3.1%) | 15.92M +1.1M (+7.5%) | 0.21% -0.014 pp | 0.01% +0.001 pp | USD24.26 +49.1% | 47 qtrs — |
| 64 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 436.3K +37.2K (+9.3%) | 15.78M +1.9M (+14.0%) | 0.21% -0.001 pp | 0.01% +0.001 pp | USD31.04 +16.5% | 6 qtrs — |
| 65 | ASSET MANAGEMENT ONE CO., LTD. | 413.0K -24.2K (-5.5%) | 15.31M +147.0K (+1.0%) | 0.20% -0.032 pp | 0.04% -0.001 pp | USD21.89 +65.2% | 47 qtrs — |
| 66 | ADELANTE CAPITAL MANAGEMENT LLC | 391.9K +51.7K (+15.2%) | 14.17M +2.4M (+20.1%) | 0.19% +0.016 pp | 0.96% +0.166 pp | USD34.88 +3.7% | 2 qtrs — |
| 67 | ALLIANCEBERNSTEIN L.P. | 390.5K +72.8K (+22.9%) | 14.12M +3.1M (+28.2%) | 0.19% +0.027 pp | 0.00% +0.001 pp | USD27.51 +31.4% | 47 qtrs — |
| 68 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 379.4K +89.4K (+30.8%) | 13.72M +3.7M (+36.4%) | 0.18% +0.029 pp | 0.04% +0.004 pp | USD32.08 +12.7% | 6 qtrs — |
| 69 | BARCLAYS PLC | 368.5K +108.7K (+41.8%) | 13.33M +5.3M (+66.2%) | 0.18% +0.046 pp | 0.00% +0.001 pp | USD30.76 +17.6% | 47 qtrs — |
| 70 | BOOTHBAY FUND MANAGEMENT, LLC | 347.0K +50.2K (+16.9%) | 12.55M +2.3M (+21.9%) | 0.17% +0.016 pp | 0.19% +0.038 pp | USD32.85 +10.1% | 8 qtrs — |
| 71 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 333.5K +34.0K (+11.3%) | 12.06M +1.7M (+16.1%) | 0.16% +0.008 pp | 0.19% +0.021 pp | USD34.06 +6.2% | 3 qtrs — |
| 72 | NOMURA ASSET MANAGEMENT CO LTD | 333.2K +13.3K (+4.2%) | 12.05M +954.3K (+8.6%) | 0.16% -0.009 pp | 0.03% +0.002 pp | USD24.59 +47.1% | 45 qtrs — |
| 73 | FIRST TRUST ADVISORS LP | 324.2K +37.3K (+13.0%) | 11.72M +1.8M (+17.8%) | 0.16% +0.010 pp | 0.01% +0.001 pp | USD28.56 +26.6% | 45 qtrs — |
| 74 | VIRGINIA RETIREMENT SYSTEMS ET AL | 317.4K +90.4K (+39.8%) | 11.48M +3.6M (+45.8%) | 0.15% +0.032 pp | 0.07% +0.017 pp | USD30.74 +17.6% | 4 qtrs — |
| 75 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 312.6K -4.6K (-1.5%) | 11.30M +301.8K (+2.7%) | 0.15% -0.011 pp | 0.04% +0.000 pp | USD24.07 +50.2% | 23 qtrs — |
| 76 | ALLIANZ ASSET MANAGEMENT GMBH | 306.8K +57.9K (+23.3%) | 11.09M +2.5M (+28.5%) | 0.14% +0.016 pp | 0.01% +0.002 pp | USD32.64 +10.8% | 41 qtrs — |
| 77 | B&I CAPITAL AG | 303.9K +303.9K (+100.0%) | 10.99M +11.0M (+100.0%) | 0.14% +0.144 pp | 3.91% +3.908 pp | USD36.16 +0.0% | 1 qtrs NEW |
| 78 | TRIBUTARY CAPITAL MANAGEMENT, LLC | 274.6K -104.8K (-27.6%) | 9.93M -3.2M (-24.5%) | 0.13% -0.068 pp | 0.98% -0.212 pp | USD26.15 +38.3% | 7 qtrs — |
| 79 | VOYA INVESTMENT MANAGEMENT LLC | 268.5K +188.6K (+235.9%) | 9.71M +6.9M (+250.2%) | 0.13% +0.085 pp | 0.01% +0.007 pp | USD33.37 +8.4% | 47 qtrs — |
| 80 | MACQUARIE GROUP LTD | 257.9K +7.6K (+3.0%) | 9.33M +644.3K (+7.4%) | 0.12% -0.008 pp | 0.04% +0.031 pp | USD24.19 +49.5% | 36 qtrs — |
| 81 | ALGERT GLOBAL LLC | 256.1K -10.9K (-4.1%) | 9.26M +2.0K (+0.0%) | 0.13% -0.013 pp | 0.14% -0.011 pp | USD28.87 +25.3% | 7 qtrs — |
| 82 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 255.1K +7.4K (+3.0%) | 9.22M +633.9K (+7.4%) | 0.13% -0.003 pp | 0.05% +0.001 pp | USD26.19 +38.1% | 27 qtrs — |
| 83 | GUGGENHEIM CAPITAL LLC | 253.7K +30.0K (+13.4%) | 9.17M +1.4M (+18.3%) | 0.12% +0.008 pp | 0.07% +0.009 pp | USD24.58 +47.1% | 37 qtrs — |
| 84 | RENAISSANCE GROUP LLC | 245.8K +2.4K (+1.0%) | 8.89M +445.8K (+5.3%) | 0.12% -0.010 pp | 0.36% +0.038 pp | USD34.21 +5.7% | 21 qtrs — |
| 85 | CITIGROUP INC | 245.6K +59.4K (+31.9%) | 8.88M +2.4M (+37.5%) | 0.12% +0.019 pp | 0.00% +0.001 pp | USD27.48 +31.6% | 47 qtrs — |
| 86 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 244.8K +30.6K (+14.3%) | 8.85M +1.4M (+19.2%) | 0.12% +0.004 pp | 0.09% +0.018 pp | USD24.77 +46.0% | 37 qtrs — |
| 87 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 244.0K +3.3K (+1.4%) | 8.82M +474.2K (+5.7%) | 0.12% -0.010 pp | 0.01% +0.000 pp | USD24.19 +49.5% | 47 qtrs — |
| 88 | BEACON POINTE ADVISORS, LLC | 241.9K +9.8K (+4.2%) | 8.75M +698.5K (+8.7%) | 0.12% -0.002 pp | 0.06% -0.007 pp | USD30.04 +20.4% | 4 qtrs — |
| 89 | SIT INVESTMENT ASSOCIATES INC | 235.3K -31.9K (-11.9%) | 8.51M -758.0K (-8.2%) | 0.11% -0.028 pp | 0.17% -0.021 pp | USD29.14 +24.1% | 7 qtrs — |
| 90 | IBEX WEALTH ADVISORS | 233.6K +3.5K (+1.5%) | 8.45M +466.4K (+5.8%) | 0.11% -0.005 pp | 0.83% +0.063 pp | USD30.74 +17.6% | 3 qtrs — |
| 91 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 233.1K -579.0 (-0.2%) | 8.43M +325.0K (+4.0%) | 0.11% -0.011 pp | 0.02% +0.001 pp | USD19.42 +86.2% | 47 qtrs — |
| 92 | NEUBERGER BERMAN GROUP LLC | 227.3K +5.5K (+2.5%) | 8.22M +525.5K (+6.8%) | 0.11% -0.008 pp | 0.01% +0.001 pp | USD25.50 +41.8% | 9 qtrs — |
| 93 | ROYAL BANK OF CANADA | 225.8K -182.0K (-44.6%) | 8.16M -6.0M (-42.3%) | 0.11% -0.101 pp | 0.00% -0.001 pp | USD30.39 +19.0% | 43 qtrs — |
| 94 | STATE OF WISCONSIN INVESTMENT BOARD | 220.9K -6.8K (-3.0%) | 7.99M +92.3K (+1.2%) | 0.11% -0.010 pp | 0.02% 0.000 pp | USD21.17 +70.8% | 16 qtrs — |
| 95 | GABELLI FUNDS LLC | 218.0K -10.9K (-4.8%) | 7.88M -54.6K (-0.7%) | 0.10% -0.016 pp | 0.05% 0.000 pp | USD30.60 +18.2% | 3 qtrs — |
| 96 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 212.0K +4.6K (+2.2%) | 7.66M +473.4K (+6.6%) | 0.10% -0.004 pp | 0.01% +0.000 pp | USD23.07 +56.7% | 47 qtrs — |
| 97 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 208.1K -408.3K (-66.2%) | 7.52M -13.9M (-64.8%) | 0.10% -0.218 pp | 0.03% -0.045 pp | USD25.92 +39.5% | 19 qtrs — |
| 98 | ONE8ZERO8, LLC | 206.0K -11.8K (-5.4%) | 7.45M -104.4K (-1.4%) | 0.10% -0.012 pp | 1.62% -0.008 pp | USD27.05 +33.7% | 5 qtrs — |
| 99 | MILLENNIUM MANAGEMENT LLC | 200.1K -437.3K (-68.6%) | 7.23M -14.9M (-67.3%) | 0.10% -0.233 pp | 0.00% -0.006 pp | USD27.69 +30.6% | 47 qtrs — |
| 100 | PRICE T ROWE ASSOCIATES INC /MD/ | 198.8K +20.1K (+11.2%) | 7.19M +991.0K (+16.0%) | 0.10% +0.005 pp | 0.00% +0.000 pp | USD26.50 +36.5% | 47 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-31 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 99,240 | 0.00 | — | 545,383 | D | ↗ |
| 2026-01-31 | Callister James | Officer | A-Award | A | Common Stock | 58,379 | 0.00 | — | 164,017 | D | ↗ |
| 2026-01-31 | BEALE LAUREN | Officer | F-InKind | D | Common Stock | 12,208 | 37.34 | 455.8K | 70,006 | D | ↗ |
| 2026-01-02 | Williams Careina D. | Director | A-Award | A | LTIP Units | 3,105 | 0.00 | — | 3,105 | D | ↗ |
| 2026-01-02 | Stapley Gregory K. | Director | A-Award | A | LTIP Units | 5,781 | 0.00 | — | 5,781 | D | ↗ |
| 2026-01-02 | Sedgwick David M. | Officer | A-Award | A | LTIP Units | 73,821 | 0.00 | — | 73,821 | D | ↗ |
| 2026-01-02 | Plumb Spencer G | Director | A-Award | A | LTIP Units | 5,781 | 0.00 | — | 5,781 | D | ↗ |
| 2026-01-02 | Olson Anne | Director | A-Award | A | LTIP Units | 3,105 | 0.00 | — | 3,105 | D | ↗ |
| 2026-01-02 | LAING DIANA | Director | A-Award | A | LTIP Units | 3,105 | 0.00 | — | 3,105 | D | ↗ |
| 2026-01-02 | Callister James | Officer | A-Award | A | LTIP Units | 23,838 | 0.00 | — | 23,838 | D | ↗ |
| 2026-01-02 | Bunker Derek J | Officer | A-Award | A | LTIP Units | 11,145 | 0.00 | — | 11,145 | D | ↗ |
| 2026-01-02 | BEALE LAUREN | Officer | A-Award | A | Common Stock | 11,133 | 0.00 | — | 82,214 | D | ↗ |
| 2026-01-01 | Stapley Gregory K. | Director | — | — | Common Stock | 0 | 0.00 | — | 806,482 | I | ↗ |
| 2026-01-01 | Bunker Derek J | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-04-29 | Williams Careina D. | Director | A-Award | A | Common Stock | 5,037 | 0.00 | — | 23,155 | D | ↗ |
| 2025-04-29 | Plumb Spencer G | Director | A-Award | A | Common Stock | 5,037 | 0.00 | — | 45,777 | D | ↗ |
| 2025-04-29 | Olson Anne | Director | A-Award | A | Common Stock | 5,037 | 0.00 | — | 23,155 | D | ↗ |
| 2025-04-29 | LAING DIANA | Director | A-Award | A | Common Stock | 5,037 | 0.00 | — | 36,771 | D | ↗ |
| 2025-01-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 37,797 | 26.50 | 1.00M | 290,522 | D | ↗ |
| 2025-01-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 56,378 | 26.50 | 1.49M | 446,143 | D | ↗ |
| 2025-01-31 | Callister James | Officer | F-InKind | D | Common Stock | 10,915 | 26.50 | 289.2K | 105,638 | D | ↗ |
| 2025-01-31 | BEALE LAUREN | Officer | F-InKind | D | Common Stock | 8,111 | 26.50 | 214.9K | 71,081 | D | ↗ |
| 2025-01-28 | Wagner William M | Officer | A-Award | A | Common Stock | 21,168 | 0.00 | — | 328,319 | D | ↗ |
| 2025-01-28 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 45,713 | 0.00 | — | 502,521 | D | ↗ |
| 2025-01-28 | Callister James | Officer | A-Award | A | Common Stock | 21,168 | 0.00 | — | 116,553 | D | ↗ |
| 2025-01-28 | BEALE LAUREN | Officer | A-Award | A | Common Stock | 7,361 | 0.00 | — | 79,192 | D | ↗ |
| 2025-01-01 | BEALE LAUREN | Officer | — | — | Common Stock | 0 | 0.00 | — | 71,831 | D | ↗ |
| 2024-12-18 | Wagner William M | Officer | A-Award | A | Common Stock | 28,308 | 0.00 | — | 285,747 | D | ↗ |
| 2024-12-18 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 87,657 | 0.00 | — | 416,747 | D | ↗ |
| 2024-12-18 | Callister James | Officer | A-Award | A | Common Stock | 28,308 | 0.00 | — | 95,385 | D | ↗ |
| 2024-09-04 | Wagner William M | Officer | S-Sale | D | Common Stock | 35,000 | 29.80 | 1.04M | 257,439 | — | ↗ |
| 2024-04-25 | Williams Careina D. | Director | A-Award | A | Common Stock | 5,428 | 0.00 | — | 18,118 | — | ↗ |
| 2024-04-25 | Plumb Spencer G | Director | A-Award | A | Common Stock | 5,428 | 0.00 | — | 40,740 | — | ↗ |
| 2024-04-25 | Olson Anne | Director | A-Award | A | Common Stock | 5,428 | 0.00 | — | 18,118 | — | ↗ |
| 2024-04-25 | LAING DIANA | Director | A-Award | A | Common Stock | 5,428 | 0.00 | — | 31,734 | — | ↗ |
| 2024-02-05 | Wagner William M | Officer | A-Award | A | Common Stock | 46,299 | 0.00 | — | 320,349 | — | ↗ |
| 2024-02-05 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 47,623 | 0.00 | — | 357,194 | — | ↗ |
| 2024-01-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 12,580 | 20.93 | 263.3K | 274,050 | — | ↗ |
| 2024-01-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 17,167 | 20.93 | 359.3K | 309,571 | — | ↗ |
| 2024-01-31 | Callister James | Officer | F-InKind | D | Common Stock | 5,073 | 20.93 | 106.2K | 67,077 | — | ↗ |
| 2024-01-29 | Wagner William M | Officer | F-InKind | D | Common Stock | 4,518 | 21.53 | 97.3K | 286,630 | — | ↗ |
| 2024-01-29 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 3,830 | 21.53 | 82.5K | 326,738 | — | ↗ |
| 2023-12-15 | Wagner William M | Officer | A-Award | A | Common Stock | 23,742 | 0.00 | — | 291,148 | — | ↗ |
| 2023-12-15 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 57,057 | 0.00 | — | 330,568 | — | ↗ |
| 2023-12-15 | Callister James | Officer | A-Award | A | Common Stock | 24,189 | 0.00 | — | 72,150 | — | ↗ |
| 2023-04-27 | Williams Careina D. | Director | A-Award | A | Common Stock | 6,192 | 0.00 | — | 12,690 | — | ↗ |
| 2023-04-27 | Plumb Spencer G | Director | A-Award | A | Common Stock | 6,192 | 0.00 | — | 35,312 | — | ↗ |
| 2023-04-27 | Olson Anne | Director | A-Award | A | Common Stock | 6,192 | 0.00 | — | 12,690 | — | ↗ |
| 2023-04-27 | LAING DIANA | Director | A-Award | A | Common Stock | 6,192 | 0.00 | — | 26,306 | — | ↗ |
| 2023-02-05 | Wagner William M | Officer | F-InKind | D | Common Stock | 9,182 | 20.51 | 188.3K | 267,406 | — | ↗ |
| 2023-02-05 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 7,512 | 20.51 | 154.1K | 273,511 | — | ↗ |
| 2023-01-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 7,511 | 20.72 | 155.6K | 276,588 | — | ↗ |
| 2023-01-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 8,932 | 20.72 | 185.1K | 281,023 | — | ↗ |
| 2023-01-31 | Callister James | Officer | F-InKind | D | Common Stock | 2,434 | 20.72 | 50.4K | 47,961 | — | ↗ |
| 2023-01-27 | Wagner William M | Officer | F-InKind | D | Common Stock | 4,375 | 20.49 | 89.6K | 284,099 | — | ↗ |
| 2023-01-27 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 3,735 | 20.49 | 76.5K | 289,955 | — | ↗ |
| 2022-12-15 | Wagner William M | Officer | A-Award | A | Common Stock | 26,133 | 0.00 | — | 288,474 | — | ↗ |
| 2022-12-15 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 43,170 | 0.00 | — | 293,690 | — | ↗ |
| 2022-12-15 | Callister James | Officer | A-Award | A | Common Stock | 25,395 | 0.00 | — | 50,395 | — | ↗ |
| 2022-06-28 | Callister James | Officer | — | D | Common Stock | 0 | 0.00 | — | 25,000 | — | ↗ |
| 2022-05-03 | Williams Careina D. | Director | A-Award | A | Common Stock | 6,498 | 0.00 | — | 6,498 | — | ↗ |
| 2022-05-03 | Stapley Gregory K. | Officer | F-InKind | D | Common Stock | 100,220 | 16.93 | 1.70M | 278,945 | — | ↗ |
| 2022-05-03 | Plumb Spencer G | Director | A-Award | A | Common Stock | 6,498 | 0.00 | — | 29,120 | — | ↗ |
| 2022-05-03 | Olson Anne | Director | A-Award | A | Common Stock | 6,498 | 0.00 | — | 6,498 | — | ↗ |
| 2022-05-03 | LAING DIANA | Director | A-Award | A | Common Stock | 6,498 | 0.00 | — | 20,114 | — | ↗ |
| 2022-03-14 | Williams Careina D. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-02-11 | Wagner William M | Officer | F-InKind | D | Common Stock | 16,494 | 19.81 | 326.7K | 262,341 | — | ↗ |
| 2022-02-11 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 34,190 | 19.81 | 677.3K | 333,298 | — | ↗ |
| 2022-02-11 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 13,299 | 19.81 | 263.5K | 250,520 | — | ↗ |
| 2022-02-11 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 13,299 | 19.81 | 263.5K | 202,875 | — | ↗ |
| 2022-02-05 | Wagner William M | Officer | F-InKind | D | Common Stock | 5,474 | 19.59 | 107.2K | 278,835 | — | ↗ |
| 2022-02-05 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 13,962 | 19.59 | 273.5K | 395,463 | — | ↗ |
| 2022-02-05 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 4,342 | 19.59 | 85.1K | 263,819 | — | ↗ |
| 2022-02-05 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 4,342 | 19.59 | 85.1K | 216,174 | — | ↗ |
| 2022-01-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 2,274 | 21.21 | 48.2K | 284,309 | — | ↗ |
| 2022-01-31 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 4,548 | 21.21 | 96.5K | 409,425 | — | ↗ |
| 2022-01-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 2,336 | 21.21 | 49.5K | 268,161 | — | ↗ |
| 2022-01-31 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 2,267 | 21.21 | 48.1K | 220,516 | — | ↗ |
| 2022-01-27 | Wagner William M | Officer | F-InKind | D | Common Stock | 2,995 | 20.55 | 61.5K | 286,583 | — | ↗ |
| 2022-01-27 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 5,318 | 20.55 | 109.3K | 413,973 | — | ↗ |
| 2022-01-27 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 2,601 | 20.55 | 53.5K | 270,497 | — | ↗ |
| 2022-01-27 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 2,634 | 20.55 | 54.1K | 222,783 | — | ↗ |
| 2022-01-07 | Stapley Gregory K. | Director / Officer | G-Gift | D | Common Stock | 27,975 | 0.00 | — | 367,488 | — | ↗ |
| 2021-12-15 | Wagner William M | Officer | A-Award | A | Common Stock | 23,070 | 0.00 | — | 289,578 | — | ↗ |
| 2021-12-15 | Stapley Gregory K. | Director / Officer | A-Award | A | Common Stock | 6,417 | 0.00 | — | 419,291 | — | ↗ |
| 2021-12-15 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 30,603 | 0.00 | — | 273,098 | — | ↗ |
| 2021-12-15 | Lamb Mark D | Officer | A-Award | A | Common Stock | 23,070 | 0.00 | — | 225,417 | — | ↗ |
| 2021-04-30 | Plumb Spencer G | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 22,622 | — | ↗ |
| 2021-04-30 | LAING DIANA | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 13,616 | — | ↗ |
| 2021-04-30 | Kline Jon D | Director | A-Award | A | Common Stock | 7,858 | 0.00 | — | 83,600 | — | ↗ |
| 2021-04-30 | BARBIERI ALLEN | Director | A-Award | A | Common Stock | 4,136 | 0.00 | — | 35,428 | — | ↗ |
| 2021-02-26 | Wagner William M | Officer | A-Award | A | Common Stock | 19,725 | 0.00 | — | 266,508 | — | ↗ |
| 2021-02-26 | Stapley Gregory K. | Director / Officer | A-Award | A | Common Stock | 39,450 | 0.00 | — | 412,874 | — | ↗ |
| 2021-02-26 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 20,289 | 0.00 | — | 242,495 | — | ↗ |
| 2021-02-26 | Lamb Mark D | Officer | A-Award | A | Common Stock | 19,725 | 0.00 | — | 202,347 | — | ↗ |
| 2021-02-06 | Wagner William M | Officer | F-InKind | D | Common Stock | 6,175 | 23.48 | 145.0K | 246,783 | — | ↗ |
| 2021-02-06 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 13,692 | 23.48 | 321.5K | 373,424 | — | ↗ |
| 2021-02-06 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 4,998 | 23.48 | 117.4K | 222,206 | — | ↗ |
| 2021-02-06 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 4,797 | 23.48 | 112.6K | 182,622 | — | ↗ |
| 2021-02-05 | Wagner William M | Officer | F-InKind | D | Common Stock | 4,761 | 23.48 | 111.8K | 252,958 | — | ↗ |
| 2021-02-05 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 10,003 | 23.48 | 234.9K | 387,116 | — | ↗ |
| 2021-02-05 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 3,727 | 23.48 | 87.5K | 227,204 | — | ↗ |
| 2021-02-05 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 3,577 | 23.48 | 84.0K | 187,419 | — | ↗ |
| 2021-01-27 | Wagner William M | Officer | A-Award | A | Common Stock | 47,022 | 0.00 | — | 257,719 | — | ↗ |
| 2021-01-27 | Stapley Gregory K. | Director / Officer | A-Award | A | Common Stock | 88,806 | 0.00 | — | 397,119 | — | ↗ |
| 2021-01-27 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 40,500 | 0.00 | — | 230,931 | — | ↗ |
| 2021-01-27 | Lamb Mark D | Officer | A-Award | A | Common Stock | 40,500 | 0.00 | — | 190,996 | — | ↗ |
| 2020-12-31 | BARBIERI ALLEN | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-04-30 | Plumb Spencer G | Director | A-Award | A | Common Stock | 5,765 | 0.00 | — | 18,486 | — | ↗ |
| 2020-04-30 | LAING DIANA | Director | A-Award | A | Common Stock | 5,765 | 0.00 | — | 9,480 | — | ↗ |
| 2020-04-30 | Kline Jon D | Director | A-Award | A | Common Stock | 10,316 | 0.00 | — | 75,742 | — | ↗ |
| 2020-04-30 | BARBIERI ALLEN | Director | A-Award | A | Common Stock | 5,765 | 0.00 | — | 33,292 | — | ↗ |
| 2020-03-13 | Plumb Spencer G | Director | P-Purchase | A | Common Stock | 1,500 | 12.77 | 19.2K | 12,721 | — | ↗ |
| 2020-03-09 | Wagner William M | Officer | A-Award | A | Common Stock | 45,008 | 0.00 | — | 210,697 | — | ↗ |
| 2020-03-09 | Stapley Gregory K. | Director / Officer | A-Award | A | Common Stock | 95,996 | 0.00 | — | 308,313 | — | ↗ |
| 2020-03-09 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 37,288 | 0.00 | — | 190,431 | — | ↗ |
| 2020-03-09 | Lamb Mark D | Officer | A-Award | A | Common Stock | 37,288 | 0.00 | — | 150,496 | — | ↗ |
| 2020-02-06 | Wagner William M | Officer | F-InKind | D | Common Stock | 6,176 | 22.67 | 140.0K | 165,689 | — | ↗ |
| 2020-02-06 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 13,693 | 22.67 | 310.4K | 212,317 | — | ↗ |
| 2020-02-06 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 4,998 | 22.67 | 113.3K | 153,143 | — | ↗ |
| 2020-02-06 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 4,998 | 22.67 | 113.3K | 113,208 | — | ↗ |
| 2020-02-05 | Wagner William M | Officer | F-InKind | D | Common Stock | 3,942 | 22.45 | 88.5K | 171,865 | — | ↗ |
| 2020-02-05 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 8,107 | 22.45 | 182.0K | 226,010 | — | ↗ |
| 2020-02-05 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 2,832 | 22.45 | 63.6K | 158,141 | — | ↗ |
| 2020-02-05 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 2,832 | 22.45 | 63.6K | 118,206 | — | ↗ |
| 2020-02-03 | Wagner William M | Officer | F-InKind | D | Common Stock | 7,801 | 22.24 | 173.5K | 175,807 | — | ↗ |
| 2020-02-03 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 17,190 | 22.24 | 382.3K | 234,117 | — | ↗ |
| 2020-02-03 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 5,210 | 22.24 | 115.9K | 160,973 | — | ↗ |
| 2020-02-03 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 5,103 | 22.24 | 113.5K | 121,038 | — | ↗ |
| 2019-06-30 | Wagner William M | Officer | F-InKind | D | Common Stock | 5,499 | 23.78 | 130.8K | 183,608 | — | ↗ |
| 2019-06-30 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 12,650 | 23.78 | 300.8K | 251,307 | — | ↗ |
| 2019-06-30 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 5,128 | 23.78 | 121.9K | 166,183 | — | ↗ |
| 2019-06-30 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 5,302 | 23.78 | 126.1K | 126,141 | — | ↗ |
| 2019-05-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 3,568 | 24.31 | 86.7K | 189,107 | — | ↗ |
| 2019-05-31 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 5,679 | 24.31 | 138.1K | 263,957 | — | ↗ |
| 2019-05-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 2,322 | 24.31 | 56.4K | 171,311 | — | ↗ |
| 2019-05-31 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 2,312 | 24.31 | 56.2K | 131,443 | — | ↗ |
| 2019-05-01 | Plumb Spencer G | Director | A-Award | A | Common Stock | 3,715 | 0.00 | — | 11,221 | — | ↗ |
| 2019-05-01 | LAING DIANA | Director | A-Award | A | Common Stock | 3,715 | 0.00 | — | 3,715 | — | ↗ |
| 2019-05-01 | Kline Jon D | Director | A-Award | A | Common Stock | 6,604 | 0.00 | — | 65,426 | — | ↗ |
| 2019-05-01 | BARBIERI ALLEN | Director | A-Award | A | Common Stock | 3,715 | 0.00 | — | 27,527 | — | ↗ |
| 2019-02-06 | Wagner William M | Officer | F-InKind | D | Common Stock | 6,175 | 21.85 | 134.9K | 192,675 | — | ↗ |
| 2019-02-06 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 13,689 | 21.85 | 299.1K | 269,636 | — | ↗ |
| 2019-02-06 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 4,836 | 21.85 | 105.7K | 173,633 | — | ↗ |
| 2019-02-06 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 4,999 | 21.85 | 109.2K | 133,755 | — | ↗ |
| 2019-02-05 | Wagner William M | Officer | A-Award | A | Common Stock | 31,800 | 0.00 | — | 198,850 | — | ↗ |
| 2019-02-05 | Stapley Gregory K. | Director / Officer | A-Award | A | Common Stock | 65,400 | 0.00 | — | 283,325 | — | ↗ |
| 2019-02-05 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 22,840 | 0.00 | — | 178,469 | — | ↗ |
| 2019-02-05 | Lamb Mark D | Officer | A-Award | A | Common Stock | 22,840 | 0.00 | — | 138,754 | — | ↗ |
| 2019-02-03 | Wagner William M | Officer | F-InKind | D | Common Stock | 7,790 | 21.72 | 169.2K | 167,050 | — | ↗ |
| 2019-02-03 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock | 17,172 | 21.72 | 373.0K | 217,925 | — | ↗ |
| 2019-02-03 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 5,005 | 21.72 | 108.7K | 155,629 | — | ↗ |
| 2019-02-03 | Lamb Mark D | Officer | F-InKind | D | Common Stock | 5,094 | 21.72 | 110.6K | 115,914 | — | ↗ |
| 2019-01-15 | LAING DIANA | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-07-27 | Lamb Mark D | Officer | — | D | Common Stock | 0 | 0.00 | — | 121,008 | — | ↗ |
| 2018-06-30 | Wagner William M | Officer | F-InKind | D | Common Stock | 5,839 | 16.69 | 97.5K | 174,840 | — | ↗ |
| 2018-06-30 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock, par value $0.01 | 12,650 | 16.69 | 211.1K | 235,097 | — | ↗ |
| 2018-06-30 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 5,128 | 16.69 | 85.6K | 160,634 | — | ↗ |
| 2018-05-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 2,960 | 16.49 | 48.8K | 180,679 | — | ↗ |
| 2018-05-31 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock, par value $0.01 | 5,679 | 16.49 | 93.6K | 247,747 | — | ↗ |
| 2018-05-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 1,596 | 16.49 | 26.3K | 165,762 | — | ↗ |
| 2018-05-30 | Plumb Spencer G | Director | A-Award | A | Common Stock | 3,954 | 0.00 | — | 7,506 | — | ↗ |
| 2018-05-30 | Lindahl David G. | Director | A-Award | A | Common Stock | 7,300 | 0.00 | — | 31,888 | — | ↗ |
| 2018-05-30 | Kline Jon D | Director | A-Award | A | Common Stock | 7,908 | 0.00 | — | 58,822 | — | ↗ |
| 2018-05-30 | BARBIERI ALLEN | Director | A-Award | A | Common Stock | 7,300 | 0.00 | — | 23,812 | — | ↗ |
| 2018-02-06 | Wagner William M | Officer | A-Award | A | Common Stock | 49,820 | 0.00 | — | 183,639 | — | ↗ |
| 2018-02-06 | Stapley Gregory K. | Director / Officer | G-Gift | A | Common Stock, par value $0.01 | 16,257 | 0.00 | — | 527,537 | — | ↗ |
| 2018-02-06 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 40,320 | 0.00 | — | 167,358 | — | ↗ |
| 2018-02-03 | Wagner William M | Officer | F-InKind | D | Common Stock | 7,861 | 15.37 | 120.8K | 133,819 | — | ↗ |
| 2018-02-03 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock, par value $0.01 | 17,199 | 15.37 | 264.3K | 194,502 | — | ↗ |
| 2018-02-03 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 5,073 | 15.37 | 78.0K | 127,038 | — | ↗ |
| 2017-07-20 | Plumb Spencer G | Director | A-Award | A | Common Stock | 3,552 | 0.00 | — | 3,552 | — | ↗ |
| 2017-07-20 | Lindahl David G. | Director | A-Award | A | Common Stock | 6,558 | 0.00 | — | 24,588 | — | ↗ |
| 2017-07-20 | Kline Jon D | Director | A-Award | A | Common Stock | 7,104 | 0.00 | — | 50,914 | — | ↗ |
| 2017-07-20 | BARBIERI ALLEN | Director | A-Award | A | Common Stock | 3,552 | 0.00 | — | 16,512 | — | ↗ |
| 2017-06-30 | Wagner William M | Officer | F-InKind | D | Common Stock | 6,128 | 18.54 | 113.6K | 141,680 | — | ↗ |
| 2017-06-30 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock, par value $0.01 | 14,096 | 18.54 | 261.3K | 211,701 | — | ↗ |
| 2017-06-30 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 5,101 | 18.54 | 94.6K | 132,111 | — | ↗ |
| 2017-05-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 3,976 | 18.25 | 72.6K | 147,808 | — | ↗ |
| 2017-05-31 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock, par value $0.01 | 6,329 | 18.25 | 115.5K | 225,797 | — | ↗ |
| 2017-05-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 2,310 | 18.25 | 42.2K | 137,212 | — | ↗ |
| 2017-02-28 | Plumb Spencer G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-02-03 | Wagner William M | Officer | A-Award | A | Common Stock | 46,022 | 0.00 | — | 151,784 | — | ↗ |
| 2017-02-03 | Stapley Gregory K. | Director / Officer | A-Award | A | Common Stock, par value $0.01 | 103,550 | 0.00 | — | 232,126 | — | ↗ |
| 2017-02-03 | Sedgwick David M. | Officer | A-Award | A | Common Stock | 30,243 | 0.00 | — | 139,522 | — | ↗ |
| 2016-12-31 | Stapley Gregory K. | Director / Officer | — | I | Common Stock, par value $0.01 | 0 | 0.00 | — | 28,732 | — | ↗ |
| 2016-06-30 | Wagner William M | Officer | F-InKind | D | Common Stock | 4,168 | 13.78 | 57.4K | 105,762 | — | ↗ |
| 2016-06-30 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock, par value $0.01 | 13,313 | 13.78 | 183.5K | 128,576 | — | ↗ |
| 2016-06-30 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 3,540 | 13.78 | 48.8K | 109,279 | — | ↗ |
| 2016-05-31 | Wagner William M | Officer | F-InKind | D | Common Stock | 2,705 | 13.39 | 36.2K | 109,930 | — | ↗ |
| 2016-05-31 | Stapley Gregory K. | Director / Officer | F-InKind | D | Common Stock, par value $0.01 | 5,977 | 13.39 | 80.0K | 141,889 | — | ↗ |
| 2016-05-31 | Sedgwick David M. | Officer | F-InKind | D | Common Stock | 1,603 | 13.39 | 21.5K | 112,819 | — | ↗ |
| 2016-05-25 | Lindahl David G. | Director | A-Award | A | Common Stock | 6,860 | 0.00 | — | 18,030 | — | ↗ |
| 2016-05-25 | Kline Jon D | Director | A-Award | A | Common Stock | 7,240 | 0.00 | — | 43,810 | — | ↗ |
| 2016-05-25 | BARBIERI ALLEN | Director | A-Award | A | Common Stock | 6,670 | 0.00 | — | 12,960 | — | ↗ |
| 2015-12-31 | Stapley Gregory K. | Director / Officer | — | I | Common Stock, par value $0.01 | 0 | 0.00 | — | 475,520 | — | ↗ |
| 2015-11-16 | SABIN GARY B | Director | P-Purchase | A | Common Stock | 20,000 | 10.25 | 205.0K | 32,160 | — | ↗ |
| 2015-08-13 | Wagner William M | Officer | P-Purchase | A | Common Stock | 35,000 | 10.50 | 367.5K | 112,635 | — | ↗ |
| 2015-08-13 | Stapley Gregory K. | Director / Officer | P-Purchase | A | Common Stock | 50,000 | 10.50 | 525.0K | 205,015 | — | ↗ |
| 2015-08-13 | Sedgwick David M. | Officer | P-Purchase | A | Common Stock | 19,000 | 10.50 | 199.5K | 114,422 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David M. Sedgwick President and Chief Executive Officer | 1.00M | — | 1.24M | — | 7.75M | 10.5K | 10.00M | 12.42% | ↗ |
| 2 | 2025 | William M. Wagner Chief Financial Officer and Treasurer | 600.0K | — | 575.1K | — | 2.70M | 10.5K | 3.89M | 14.80% | ↗ |
| 3 | 2025 | James B. Callister Chief Investment Officer and Secretary | 600.0K | — | 575.1K | — | 2.70M | 10.5K | 3.89M | 14.80% | ↗ |
| 4 | 2024 | David M. Sedgwick President and Chief Executive Officer | 880.0K | — | 5.31M | — | 3.42M | 10.4K | 9.62M | 55.24% | ↗ |
| 5 | 2024 | William M. Wagner Chief Financial Officer and Treasurer | 575.1K | — | 1.84M | — | 1.44M | 10.4K | 3.86M | 47.62% | ↗ |
| 6 | 2024 | James B. Callister Chief Investment Officer and Secretary | 529.5K | — | 1.72M | — | 1.44M | 10.4K | 3.69M | 46.46% | ↗ |
| 7 | 2023 | David M. Sedgwick President and Chief Executive Officer | 800.0K | — | 2.79M | — | 1.83M | 9.9K | 5.43M | 51.35% | ↗ |
| 8 | 2023 | David M. Sedgwick President and Chief Executive Officer | 800.0K | — | 2.79M | — | 1.83M | 9.9K | 5.43M | 51.35% | ↗ |
| 9 | 2023 | William M. Wagner Chief Financial Officer and Treasurer | 555.7K | — | 1.26M | — | 836.0K | 9.9K | 2.66M | 47.39% | ↗ |
| 10 | 2023 | William M. Wagner Chief Financial Officer and Treasurer | 555.7K | — | 1.26M | — | 836.0K | 9.9K | 2.66M | 47.39% | ↗ |
| 11 | 2023 | James B. Callister Chief Investment Officer and Secretary | 500.0K | — | 1.18M | — | 774.4K | 9.9K | 2.47M | 47.93% | ↗ |
| 12 | 2023 | James B. Callister Chief Investment Officer and Secretary | 500.0K | — | 1.18M | — | 774.4K | 9.9K | 2.47M | 47.93% | ↗ |
| 13 | 2022 | David M. Sedgwick President and Chief Executive Officer | 700.0K | — | 1.96M | — | 1.27M | 9.2K | 3.94M | 49.70% | ↗ |
| 14 | 2022 | David M. Sedgwick President and Chief Executive Officer | 700.0K | — | 1.96M | — | 1.27M | 9.2K | 3.94M | 49.70% | ↗ |
| 15 | 2022 | William M. Wagner Chief Financial Officer and Treasurer | 529.2K | — | 1.27M | — | 686.9K | 9.2K | 2.49M | 50.85% | ↗ |
| 16 | 2022 | William M. Wagner Chief Financial Officer and Treasurer | 529.2K | — | 1.27M | — | 686.9K | 9.2K | 2.49M | 50.85% | ↗ |
| 17 | 2022 | James B. Callister Chief Investment Officer and Secretary | 465.0K | 348.8K | 1.15M | — | — | 9.2K | 1.97M | 58.32% | ↗ |
| 18 | 2022 | James B. Callister Chief Investment Officer and Secretary | 465.0K | 348.8K | 1.15M | — | — | 9.2K | 1.97M | 58.32% | ↗ |
| 19 | 2022 | Mark D. Lamb Former Chief Investment Officer | 529.2K | — | — | — | 628.0K | 9.2K | 1.17M | 0.00% | ↗ |
| 20 | 2022 | Greg K. Stapley Former Executive Chairman of the Board | 404.7K | — | — | — | — | 9.2K | 413.8K | 0.00% | ↗ |
| 21 | 2021 | Greg K. Stapley Former Executive Chairman of the Board | 742.5K | — | 4.48M | — | 1.50M | 8.7K | 6.73M | 66.56% | ↗ |
| 22 | 2021 | Gregory K. Stapley Chief Executive Officer and Chairman | 742.5K | — | 4.48M | — | 1.50M | 8.7K | 6.73M | 66.56% | ↗ |
| 23 | 2021 | David M. Sedgwick President and Chief Executive Officer | 495.0K | — | 3.40M | — | 641.3K | 8.7K | 4.55M | 74.83% | ↗ |
| 24 | 2021 | David M. Sedgwick Chief Operating Officer and President | 495.0K | — | 3.40M | — | 641.3K | 8.7K | 4.55M | 74.83% | ↗ |
| 25 | 2021 | William M. Wagner Chief Financial Officer and Treasurer | 472.5K | — | 3.25M | — | 637.9K | 8.7K | 4.37M | 74.39% | ↗ |
| 26 | 2021 | Mark D. Lamb Former Chief Investment Officer | 472.5K | — | 3.01M | — | 607.5K | 8.7K | 4.10M | 73.46% | ↗ |
| 27 | 2021 | Mark D. Lamb Chief Investment Officer | 472.5K | — | 3.01M | — | 607.5K | 8.7K | 4.10M | 73.46% | ↗ |
| 28 | 2020 | Gregory K. Stapley Chief Executive Officer and Chairman | 675.0K | — | 1.83M | — | 1.20M | 8.6K | 3.71M | 49.32% | ↗ |
| 29 | 2020 | Gregory K. Stapley Chief Executive Officer and Chairman | 675.0K | — | 1.83M | — | 1.20M | 8.6K | 3.71M | 49.32% | ↗ |
| 30 | 2020 | Greg K. Stapley Former Executive Chairman of the Board | 675.0K | — | 1.83M | — | 1.20M | 8.6K | 3.71M | 49.32% | ↗ |
| 31 | 2020 | William M. Wagner Chief Financial Officer and Treasurer | 465.0K | — | 857.8K | — | 526.1K | 8.6K | 1.86M | 46.18% | ↗ |
| 32 | 2020 | William M. Wagner Chief Financial Officer and Treasurer | 465.0K | — | 857.8K | — | 526.1K | 8.6K | 1.86M | 46.18% | ↗ |
| 33 | 2020 | David M. Sedgwick Chief Operating Officer and President | 450.0K | — | 710.7K | — | 466.8K | 8.6K | 1.64M | 43.44% | ↗ |
| 34 | 2020 | Mark D. Lamb Chief Investment Officer | 450.0K | — | 710.7K | — | 466.8K | 8.6K | 1.64M | 43.44% | ↗ |
| 35 | 2020 | Mark D. Lamb Former Chief Investment Officer | 450.0K | — | 710.7K | — | 466.8K | 8.6K | 1.64M | 43.44% | ↗ |
| 36 | 2020 | David M. Sedgwick Chief Operating Officer and President | 450.0K | — | 710.7K | — | 466.8K | 8.6K | 1.64M | 43.44% | ↗ |
| 37 | 2020 | Mark D. Lamb Chief Investment Officer | 450.0K | — | 710.7K | — | 466.8K | 8.6K | 1.64M | 43.44% | ↗ |
| 38 | 2020 | David M. Sedgwick President and Chief Executive Officer | 450.0K | — | 710.7K | — | 466.8K | 8.6K | 1.64M | 43.44% | ↗ |
| 39 | 2019 | Gregory K. Stapley Chief Executive Officer and Chairman | 595.0K | — | 1.44M | — | 1.16M | 8.4K | 3.20M | 44.91% | ↗ |
| 40 | 2019 | Gregory K. Stapley Chief Executive Officer | 595.0K | — | 1.44M | — | 1.16M | 8.4K | 3.20M | 44.91% | ↗ |
| 41 | 2019 | Gregory K. Stapley Chief Executive Officer and Chairman | 595.0K | — | 1.44M | — | 1.16M | 8.4K | 3.20M | 44.91% | ↗ |
| 42 | 2019 | William M. Wagner Chief Financial Officer and Treasurer | 375.0K | — | 699.6K | — | 482.8K | 8.4K | 1.57M | 44.68% | ↗ |
| 43 | 2019 | William M. Wagner Chief Financial Officer and Treasurer | 375.0K | — | 699.6K | — | 482.8K | 8.4K | 1.57M | 44.68% | ↗ |
| 44 | 2019 | William M. Wagner Chief Financial Officer | 375.0K | — | 699.6K | — | 482.8K | 8.4K | 1.57M | 44.68% | ↗ |
| 45 | 2019 | Mark D. Lamb Chief Investment Officer | 345.0K | — | 502.5K | — | 444.2K | 8.4K | 1.30M | 38.65% | ↗ |
| 46 | 2019 | David M. Sedgwick Chief Operating Officer | 345.0K | — | 502.5K | — | 444.2K | 8.4K | 1.30M | 38.65% | ↗ |
| 47 | 2019 | David M. Sedgwick Chief Operating Officer and President | 345.0K | — | 502.5K | — | 444.2K | 8.4K | 1.30M | 38.65% | ↗ |
| 48 | 2019 | Mark D. Lamb Chief Investment Officer | 345.0K | — | 502.5K | — | 444.2K | 8.4K | 1.30M | 38.65% | ↗ |
| 49 | 2019 | David M. Sedgwick Chief Operating Officer and President | 345.0K | — | 502.5K | — | 444.2K | 8.4K | 1.30M | 38.65% | ↗ |
| 50 | 2018 | Gregory K. Stapley Chief Executive Officer | 545.0K | — | 1.67M | — | 869.3K | 8.3K | 3.09M | 54.02% | ↗ |
| 51 | 2018 | Gregory K. Stapley Chief Executive Officer | 545.0K | — | 1.67M | — | 869.3K | 8.3K | 3.09M | 54.02% | ↗ |
| 52 | 2018 | William M. Wagner Chief Financial Officer | 342.0K | — | 753.7K | — | 357.4K | 8.3K | 1.46M | 51.58% | ↗ |
| 53 | 2018 | William M. Wagner Chief Financial Officer | 342.0K | — | 753.7K | — | 357.4K | 8.3K | 1.46M | 51.58% | ↗ |
| 54 | 2018 | Mark D. Lamb Chief Investment Officer | 315.0K | — | 609.9K | — | 329.2K | 8.3K | 1.26M | 48.32% | ↗ |
| 55 | 2018 | David M. Sedgwick Chief Operating Officer | 315.0K | — | 609.9K | — | 329.2K | 8.3K | 1.26M | 48.32% | ↗ |
| 56 | 2018 | David M. Sedgwick Chief Operating Officer | 315.0K | — | 609.9K | — | 329.2K | 8.3K | 1.26M | 48.32% | ↗ |
| 57 | 2018 | Mark D. Lamb Chief Investment Officer | 315.0K | — | 609.9K | — | 329.2K | 8.3K | 1.26M | 48.32% | ↗ |
| 58 | 2017 | Gregory K. Stapley Chief Executive Officer | 495.0K | — | 1.58M | — | 1.07M | 8.1K | 3.14M | 50.09% | ↗ |
| 59 | 2017 | William M. Wagner Chief Financial Officer | 310.0K | — | 700.0K | — | 443.7K | 8.1K | 1.46M | 47.89% | ↗ |
| 60 | 2017 | David M. Sedgwick Chief Operating Officer | 285.0K | — | 460.0K | — | 407.9K | 8.1K | 1.16M | 39.62% | ↗ |
| 61 | 2017 | David M. Sedgwick Vice President, Operations | 285.0K | — | 460.0K | — | 407.9K | 8.1K | 1.16M | 39.62% | ↗ |
| 62 | 2016 | Gregory K. Stapley Chief Executive Officer | 450.0K | — | — | — | 1.01M | 8.1K | 1.47M | 0.00% | ↗ |
| 63 | 2016 | William M. Wagner Chief Financial Officer | 280.0K | — | — | — | 420.0K | 8.1K | 708.1K | 0.00% | ↗ |
| 64 | 2016 | David M. Sedgwick Vice President, Operations | 230.0K | — | — | — | 345.0K | 8.1K | 583.1K | 0.00% | ↗ |
| 65 | 2015 | Gregory K. Stapley Chief Executive Officer | 385.7K | 139.4K | 1.30M | — | 871.1K | 8.0K | 2.71M | 48.11% | ↗ |
| 66 | 2015 | Gregory K. Stapley Chief Executive Officer | 385.7K | 139.4K | 1.30M | — | 871.1K | 8.0K | 2.71M | 48.11% | ↗ |
| 67 | 2015 | William M. Wagner Chief Financial Officer | 251.4K | 59.9K | 566.0K | — | 378.5K | 8.0K | 1.26M | 44.79% | ↗ |
| 68 | 2015 | William M. Wagner Chief Financial Officer | 251.4K | 59.9K | 566.0K | — | 378.5K | 8.0K | 1.26M | 44.79% | ↗ |
| 69 | 2015 | David M. Sedgwick Vice President, Operations | 183.4K | 55.3K | 545.7K | — | 307.5K | 8.0K | 1.10M | 49.62% | ↗ |
| 70 | 2015 | David M. Sedgwick Vice President, Operations | 183.4K | 55.3K | 545.7K | — | 307.5K | 8.0K | 1.10M | 49.62% | ↗ |
| 71 | 2014 | Gregory K. Stapley Chief Executive Officer | 219.3K | — | 700.4K | — | 533.5K | 750.00 | 1.45M | 48.17% | ↗ |
| 72 | 2014 | Gregory K. Stapley Chief Executive Officer | 219.3K | — | 700.4K | — | 533.5K | 750.00 | 1.45M | 48.17% | ↗ |
| 73 | 2014 | William M. Wagner Chief Financial Officer | 142.9K | 75.0K | 440.0K | — | 239.4K | — | 897.4K | 49.04% | ↗ |
| 74 | 2014 | William M. Wagner Chief Financial Officer | 142.9K | 75.0K | 440.0K | — | 239.4K | — | 897.4K | 49.04% | ↗ |
| 75 | 2014 | David M. Sedgwick Vice President, Operations | 90.1K | 50.0K | 359.8K | — | 165.6K | 1.5K | 667.0K | 53.94% | ↗ |
| 76 | 2014 | David M. Sedgwick Vice President, Operations | 90.1K | 50.0K | 359.8K | — | 165.6K | 1.5K | 667.0K | 53.94% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David Sedgwick | Chief Executive Officer, President & Director | 9M | male |
| James Callister | Chief Investment Officer & Secretary | 3M | male |
| Derek J. Bunker | Chief Financial Officer & Treasurer | 2M | male |
| Kyle Bennion | Senior Vice President of Investments & Transactions Counsel | — | male |
| Lauren Beale | Senior Vice President & Chief Accounting Officer | — | female |
| Roger E. Laty | Senior Vice President of Tax | — | male |
| Rory Williams | Senior Vice President of Portfolio Management | — | male |
| Tri Tran | Senior Vice President of Investments | — | male |
| Eric Gillis | Senior Vice President of Asset Management | — | male |
| Joe Layne | Senior Vice President of Corporate Counsel | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-07-12 | 2023-08-13 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
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Community Opinion for CTRE
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.

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