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CubeSmart (CUBE)
USD40.78
+0.17 (+0.42%)
US NYSE Real Estate REIT - Industrial
Address
5 Old Lancaster Road 19355
Malvern, PA, US
Malvern, PA, US
CEO
Christopher Marr
Website
cubesmart.com
IPO
2004-10-22
CIK 1298675 ISIN US2296631094
Description
CubeSmart functions as an independent real estate investment trust (REIT), overseeing both its administration and management. The company's self-storage facilities deliver secure, convenient, and budget-friendly storage options for both private individuals and commercial entities. According to data from the 2020 Self-Storage Almanac, CubeSmart ranks among the top three owners and operators of self-storage properties nationwide.
News Sentiment (7d)
3 articles
- CubeSmart Announces the Date of Its Second Quarter 2026 Earnings Release and Conference Call GlobeNewsWire
- CubeSmart Announces the Date of Its Second Quarter 2026 Earnings Release and Conference Call Globe News Wire
- Here Are Friday's Best Wall Street Analyst Research Calls: CubeSmart, Digital Realty Trust, Honeywell Aerospace, IBM, PepsiCo, Seagate, Shopify, Toll Brothers, Twilio, and More 24/7 Wall Street
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD40.78
+0.17 (+0.42%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.08
Float Shares
224.36M
Free Float %
98.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.89% | +1.80% | +4.99% | +5.89% | +10.68% | +13.23% | -4.91% | -11.51% | +0.12% | +26.85% | +143.99% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (29 ratings, all time)
Hold
Price Targets & DCF
Current price
40.78
Low
37.00
-9.3%
Consensus
39.67
-2.7%
Median
39.50
-3.1%
High
43.00
+5.4%
DCF (Unlevered)
85.08
+108.6%
DCF (Levered)
59.77
+46.6%
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)
35% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 4 | 0 |
| Hold | 11 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
39.00
-4.4%
|
| Last Quarter | 2 |
40.00
-1.9%
|
| Last Year | 14 |
42.71
+4.7%
|
| All Time | 32 |
46.97
+15.2%
|
Quality scores
Altman Z-Score
1.34
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
-
Revenue growth+5.3% Q1'26: +3.3% (vs Q1'25)
-
EPS growth-15.1% Q1'26: -7.7% (vs Q1'25)
-
FCF margin— Q1'26: +52.8% (vs Q1'25)
-
EBIT margin— Q1'26: +40.3% (vs Q1'25)
-
ROIC— Q1'26: +7.3% (vs Q1'25)
-
Share dilution+0.9% Q1'26: -0.4% (vs Q1'25)
-
Debt / EBITDA5.02× Q1'26: 5.01× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2009 actual |
Dec 2010 actual |
Dec 2012 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 6 EPS Ana. |
Dec 2027 4 Rev. Ana. 6 EPS Ana. |
Dec 2028 3 Rev. Ana. 4 EPS Ana. |
Dec 2029 2 Rev. Ana. 2 EPS Ana. |
Dec 2030 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
217.29M
est: 266.25M (-18.4%)
|
216.83M
est: 350.90M (-38.2%)
|
283.08M
est: 286.88M (-1.3%)
|
376.96M
est: 594.18M (-36.6%)
|
444.52M
est: 443.35M (+0.3%)
|
510.04M
est: 507.41M (+0.5%)
|
558.94M
est: 558.62M (+0.1%)
|
597.94M
est: 594.49M (+0.6%)
|
655.04M
est: 639.29M (+2.5%)
|
679.36M
est: 649.09M (+4.7%)
|
822.56M
est: 780.44M (+5.4%)
|
1.01B
est: 967.67M (+4.3%)
|
1.05B
est: 1.06B (-0.9%)
|
1.07B
est: 1.05B (+1.4%)
|
1.12B
est: 1.10B (+2.0%)
|
1.13B
1.12B – 1.14B
+2.3% YoY
|
1.16B
1.15B – 1.17B
+3.3% YoY
|
1.10B
1.08B – 1.11B
-5.7% YoY
|
1.29B
1.27B – 1.30B
+17.4% YoY
|
1.42B
1.40B – 1.44B
+10.3% YoY
|
| EBITDA |
100.78M
est: 128.08M (-21.3%)
|
97.72M
est: 178.02M (-45.1%)
|
146.12M
est: 167.69M (-12.9%)
|
208.36M
est: 251.04M (-17.0%)
|
260.02M
est: 249.71M (+4.1%)
|
306.97M
est: 321.77M (-4.6%)
|
339.54M
est: 315.26M (+7.7%)
|
363.47M
est: 380.86M (-4.6%)
|
406.74M
est: 365.87M (+11.2%)
|
414.30M
est: 369.47M (+12.1%)
|
522.65M
est: 398.25M (+31.2%)
|
661.74M
est: 508.75M (+30.1%)
|
710.88M
est: 686.79M (+3.5%)
|
688.82M
est: 681.40M (+1.1%)
|
703.57M
est: 713.51M (-1.4%)
|
729.70M
723.35M – 738.97M
+2.3% YoY
|
753.96M
742.76M – 760.35M
+3.3% YoY
|
711.05M
700.49M – 720.09M
-5.7% YoY
|
834.57M
822.18M – 845.18M
+17.4% YoY
|
920.52M
906.85M – 932.22M
+10.3% YoY
|
| EBIT |
28.31M
est: 33.90M (-16.5%)
|
22.79M
est: 57.69M (-60.5%)
|
27.04M
est: 33.74M (-19.8%)
|
82.77M
est: 103.09M (-19.7%)
|
109.39M
est: 97.84M (+11.8%)
|
138.78M
est: 151.22M (-8.2%)
|
194.33M
est: 181.65M (+7.0%)
|
227.62M
est: 224.81M (+1.2%)
|
243.19M
est: 208.66M (+16.5%)
|
257.73M
est: 226.34M (+13.9%)
|
290.60M
est: 277.07M (+4.9%)
|
351.13M
est: 246.68M (+42.3%)
|
505.50M
est: 513.44M (-1.5%)
|
482.71M
est: 509.41M (-5.2%)
|
445.42M
est: 533.41M (-16.5%)
|
545.51M
540.77M – 552.45M
+2.3% YoY
|
563.65M
555.28M – 568.43M
+3.3% YoY
|
531.57M
523.68M – 538.33M
-5.7% YoY
|
623.92M
614.65M – 631.85M
+17.4% YoY
|
688.17M
677.95M – 696.91M
+10.3% YoY
|
| Net Income |
-937.0K
est: -4.04M (+76.8%)
|
-7.39M
est: -5.40M (-36.9%)
|
1.82M
est: 4.32M (-57.9%)
|
26.38M
est: 31.88M (-17.3%)
|
77.71M
est: 67.79M (+14.6%)
|
87.91M
est: 92.80M (-5.3%)
|
134.29M
est: 124.64M (+7.7%)
|
163.89M
est: 168.06M (-2.5%)
|
169.12M
est: 150.71M (+12.2%)
|
165.62M
est: 145.03M (+14.2%)
|
223.48M
est: 213.37M (+4.7%)
|
291.26M
est: 238.17M (+22.3%)
|
410.76M
est: 407.72M (+0.7%)
|
391.18M
est: 398.40M (-1.8%)
|
333.78M
est: 338.54M (-1.4%)
|
328.82M
326.28M – 331.36M
-2.9% YoY
|
335.56M
329.52M – 344.90M
+2.1% YoY
|
347.25M
323.85M – 379.72M
+3.5% YoY
|
344.89M
338.23M – 350.59M
-0.7% YoY
|
332.28M
325.87M – 337.77M
-3.7% YoY
|
| SGA |
22.57M
est: 131.64M (-82.9%)
|
25.41M
est: 139.55M (-81.8%)
|
26.13M
est: 142.74M (-81.7%)
|
36.12M
est: 193.63M (-81.3%)
|
36.97M
est: 165.71M (-77.7%)
|
42.22M
est: 207.57M (-79.7%)
|
44.45M
est: 167.57M (-73.5%)
|
48.01M
est: 185.44M (-74.1%)
|
50.06M
est: 182.09M (-72.5%)
|
58.32M
est: 175.09M (-66.7%)
|
68.81M
est: 45.63M (+50.8%)
|
77.02M
est: 56.72M (+35.8%)
|
57.04M
est: 74.65M (-23.6%)
|
85.66M
est: 74.06M (+15.7%)
|
64.66M
est: 77.55M (-16.6%)
|
79.31M
78.62M – 80.32M
+2.3% YoY
|
81.95M
80.73M – 82.64M
+3.3% YoY
|
77.28M
76.13M – 78.26M
-5.7% YoY
|
90.71M
89.36M – 91.86M
+17.4% YoY
|
100.05M
98.56M – 101.32M
+10.3% YoY
|
| EPS |
-0.01
est: -0.28 (+95.3%)
|
-0.08
est: -0.23 (+65.0%)
|
-0.03
est: -0.13 (+76.0%)
|
0.14
est: 0.23 (-37.8%)
|
0.43
est: 0.31 (+39.8%)
|
0.45
est: 0.45 (+0.0%)
|
0.74
est: 0.73 (+1.9%)
|
0.89
est: 0.85 (+4.7%)
|
0.44
est: 0.86 (-48.7%)
|
0.85
est: 0.83 (+1.9%)
|
1.10
est: 1.15 (-4.4%)
|
1.29
est: 1.22 (+5.6%)
|
1.82
est: 1.81 (+0.7%)
|
1.73
est: 1.73 (+0.1%)
|
1.46
est: 1.48 (-1.2%)
|
1.43
1.42 – 1.45
-3.2% YoY
|
1.48
1.44 – 1.51
+3.3% YoY
|
1.53
1.41 – 1.66
+3.5% YoY
|
1.51
1.48 – 1.53
-1.6% YoY
|
1.45
1.42 – 1.47
-3.7% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-04 | RBC Capital | Outperform | Outperform | Maintain |
| 2026-04-16 | Wells Fargo | Equal Weight | Equal Weight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
613.98M
OE per share TTM
2.68
Owner's Yield
6.60%
Maintenance CapEx ratio
0.59%
Maint CapEx / Avg PPE
5.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
127
Total invested
590.01M
Insider transactions (90d)
0
Beneficial owners (>5%)
11
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group - 23-1945930 | 30.66M | 14.01% | — | 313.8K | 30.17M | 497.6K | IA | Pennsylvania | 2022-02-09 | ↗ |
| 2 | (1) BlackRock, Inc. | 28.46M | 12.60% | — | — | 28.46M | — | HC | Delaware | 2024-10-23 | ↗ |
| 3 | STATE STREET CORPORATION | 12.25M | 5.46% | — | — | — | 12.25M | HC | BOSTON, MASSACHUSETTS | 2023-01-20 | ↗ |
| 4 | 52-0556948 | 7.83M | 4.00% | 2.09M | — | 7.83M | — | IA | Maryland | 2021-02-16 | ↗ |
| 5 | 13-4064930 | 7.70M | 4.00% | 6.93M | — | 7.69M | — | IA | Delaware | 2020-02-18 | ↗ |
| 6 | 36-3991973 | 7.09M | 3.92% | 465.2K | — | 6.62M | — | IA | Maryland | 2018-02-12 | ↗ |
| 7 | Deutsche Bank AG* | 3.31M | 2.38% | 2.17M | — | 3.25M | 60.5K | FI | Federal Republic Germany | 2014-02-14 | ↗ |
| 8 | Cohen & Steers Europe S.A. | 283.1K | 0.22% | 139.3K | — | 283.1K | — | IA, CO | Belgium | 2013-02-14 | ↗ |
| 9 | PGGM Vermogensbeheer B.V., acting in its capacity as legal representative of Stichting PGGM Deposita | 10.00 | 4.99% | 10.00 | — | — | — | OO | Citizenship or Place of Organization | 2021-10-12 | ↗ |
| 10 | Cohen & Steers UK Limited | — | 0.00% | — | — | — | — | IA, CO | United Kingdom | 2019-02-14 | ↗ |
| 11 | LaSalle Investment Management, Inc. | — | 0.00% | — | — | — | — | IA | Maryland | 2012-02-13 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
127
-338 vs prev Q
New positions
13
Closed positions
345
Increased
67
Reduced
37
Put/Call ratio
0.00
Calls held
—
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 224.6K +224.6K (+100.0%) | 8.10B +8.1B (+100.0%) | 0.10% +0.098 pp | 1.31% +1.312 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 33.62M -2.9M (-7.9%) | 1.21B -271.8M (-18.3%) | 14.70% -1.258 pp | 0.02% -0.006 pp | USD51.23 -29.6% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 31.27M -10.5K (0.0%) | 1.13B -144.6M (-11.4%) | 13.67% -0.007 pp | 0.02% -0.003 pp | USD23.79 +51.5% | 58 qtrs — |
| 4 | STATE STREET CORP | 11.32M -215.7K (-1.9%) | 408.19M -61.0M (-13.0%) | 4.95% -0.095 pp | 0.01% -0.003 pp | USD35.68 +1.0% | 51 qtrs — |
| 5 | NORGES BANK | 10.98M +11.0M (+100.0%) | 395.97M +396.0M (+100.0%) | 4.80% +4.802 pp | 0.04% +0.042 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.54M -447.3K (-5.0%) | 307.98M -57.6M (-15.7%) | 3.74% -0.196 pp | 0.03% -0.006 pp | USD39.92 -9.7% | 58 qtrs — |
| 7 | FMR LLC | 8.05M -1.8M (-18.1%) | 290.04M -109.6M (-27.4%) | 3.52% -0.780 pp | 0.01% -0.006 pp | USD35.58 +1.3% | 58 qtrs — |
| 8 | CITADEL ADVISORS LLC | 5.21M +4.0M (+328.4%) | 187.79M +138.3M (+279.8%) | 2.28% +1.746 pp | 0.03% +0.021 pp | USD37.13 -2.9% | 6 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 4.71M +52.2K (+1.1%) | 169.97M -19.6M (-10.3%) | 2.06% +0.023 pp | 0.01% -0.002 pp | USD33.11 +8.9% | 58 qtrs — |
| 10 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.34M -2.0M (-31.8%) | 156.63M -102.2M (-39.5%) | 1.90% -0.884 pp | 0.10% -0.059 pp | USD41.62 -13.4% | 14 qtrs — |
| 11 | JPMORGAN CHASE & CO | 3.75M -1.6M (-29.8%) | 135.22M -81.9M (-37.7%) | 1.64% -0.696 pp | 0.01% -0.005 pp | USD36.72 -1.8% | 51 qtrs — |
| 12 | ALYESKA INVESTMENT GROUP, L.P. | 3.67M -612.2K (-14.3%) | 132.37M -41.8M (-24.0%) | 1.61% -0.268 pp | 0.37% -0.153 pp | USD42.39 -15.0% | 9 qtrs — |
| 13 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 3.47M +105.1K (+3.1%) | 125.08M -11.7M (-8.6%) | 1.52% +0.046 pp | 1.84% -0.114 pp | USD36.93 -2.4% | 53 qtrs — |
| 14 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.41M +171.5K (+5.3%) | 123.02M -8.8M (-6.6%) | 1.49% +0.075 pp | 0.02% -0.002 pp | USD34.48 +4.6% | 57 qtrs — |
| 15 | DIMENSIONAL FUND ADVISORS LP | 3.31M +21.8K (+0.7%) | 119.21M -14.4M (-10.7%) | 1.45% +0.009 pp | 0.03% -0.004 pp | USD25.04 +44.0% | 51 qtrs — |
| 16 | INVESCO LTD. | 3.30M +251.0K (+8.2%) | 118.87M -5.0M (-4.0%) | 1.44% +0.110 pp | 0.02% -0.001 pp | USD40.84 -11.7% | 57 qtrs — |
| 17 | NORTHERN TRUST CORP | 3.27M -87.1K (-2.6%) | 118.01M -18.6M (-13.6%) | 1.43% -0.038 pp | 0.02% -0.002 pp | USD36.99 -2.5% | 51 qtrs — |
| 18 | MILLENNIUM MANAGEMENT LLC | 2.74M +1.8M (+201.5%) | 98.76M +61.8M (+167.3%) | 1.20% +0.800 pp | 0.04% +0.026 pp | USD38.91 -7.4% | 57 qtrs — |
| 19 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2.72M +379.7K (+16.2%) | 98.04M +2.9M (+3.0%) | 1.19% +0.166 pp | 1.11% +0.033 pp | USD34.58 +4.3% | 46 qtrs — |
| 20 | PRUDENTIAL FINANCIAL INC | 2.67M +899.0K (+50.7%) | 97.06M +24.9M (+34.6%) | 1.17% +0.393 pp | 0.12% +0.032 pp | USD39.50 -8.7% | 57 qtrs — |
| 21 | ALLIANCEBERNSTEIN L.P. | 2.16M +641.3K (+42.2%) | 77.91M +16.1M (+26.1%) | 0.94% +0.280 pp | 0.02% +0.005 pp | USD37.08 -2.8% | 57 qtrs — |
| 22 | MORGAN STANLEY | 2.07M -91.5K (-4.2%) | 74.70M -13.3M (-15.1%) | 0.91% -0.040 pp | 0.00% -0.001 pp | USD42.38 -14.9% | 51 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 1.96M -174.4K (-8.2%) | 70.72M -16.1M (-18.6%) | 0.86% -0.076 pp | 0.01% -0.004 pp | USD35.51 +1.5% | 57 qtrs — |
| 24 | DIAMOND HILL CAPITAL MANAGEMENT INC | 1.94M +129.3K (+7.1%) | 70.05M -3.7M (-5.0%) | 0.85% +0.056 pp | 0.36% +0.009 pp | USD28.35 +27.2% | 37 qtrs — |
| 25 | HSBC HOLDINGS PLC | 1.73M +731.9K (+73.6%) | 62.26M +21.8M (+54.1%) | 0.75% +0.320 pp | 0.03% +0.009 pp | USD39.32 -8.3% | 52 qtrs — |
| 26 | CANADA PENSION PLAN INVESTMENT BOARD | 1.58M +994.4K (+168.8%) | 57.08M +33.1M (+138.3%) | 0.69% +0.435 pp | 0.04% +0.021 pp | USD36.94 -2.4% | 10 qtrs — |
| 27 | LEGAL & GENERAL GROUP PLC | 1.38M +193.5K (+16.3%) | 49.81M +1.5M (+3.1%) | 0.60% +0.085 pp | 0.01% +0.000 pp | USD33.34 +8.1% | 57 qtrs — |
| 28 | JANUS HENDERSON GROUP PLC | 1.35M -41.3K (-3.0%) | 48.70M -7.9M (-14.0%) | 0.59% -0.018 pp | 0.02% -0.004 pp | USD42.69 -15.6% | 33 qtrs — |
| 29 | DEUTSCHE BANK AG\ | 1.29M -1.1M (-45.5%) | 46.68M -49.9M (-51.7%) | 0.57% -0.473 pp | 0.02% -0.017 pp | USD41.07 -12.2% | 50 qtrs — |
| 30 | NUVEEN, LLC | 1.20M +110.3K (+10.1%) | 43.38M -1.1M (-2.4%) | 0.53% +0.048 pp | 0.01% 0.000 pp | USD42.10 -14.4% | 4 qtrs — |
| 31 | RUSSELL INVESTMENTS GROUP, LTD. | 1.19M -361.1K (-23.3%) | 42.81M -20.2M (-32.0%) | 0.52% -0.158 pp | 0.05% -0.025 pp | USD42.03 -14.2% | 37 qtrs — |
| 32 | POINT72 ASSET MANAGEMENT, L.P. | 1.18M +1.2M (+100.0%) | 42.68M +42.7M (+100.0%) | 0.52% +0.518 pp | 0.05% +0.048 pp | USD36.05 +0.0% | 3 qtrs — |
| 33 | BANK OF AMERICA CORP /DE/ | 1.18M -209.4K (-15.1%) | 42.46M -13.9M (-24.7%) | 0.51% -0.092 pp | 0.00% -0.001 pp | USD42.94 -16.0% | 52 qtrs — |
| 34 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.17M +68.2K (+6.2%) | 42.12M -2.6M (-5.8%) | 0.51% +0.030 pp | 0.02% -0.001 pp | USD39.97 -9.8% | 57 qtrs — |
| 35 | GOLDMAN SACHS GROUP INC | 1.10M +401.3K (+57.5%) | 39.62M +11.3M (+39.7%) | 0.48% +0.175 pp | 0.00% +0.001 pp | USD39.74 -9.3% | 57 qtrs — |
| 36 | LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1.08M +31.2K (+3.0%) | 38.95M -3.7M (-8.7%) | 0.47% +0.014 pp | 1.56% -0.115 pp | USD41.72 -13.6% | 47 qtrs — |
| 37 | BOSTON TRUST WALDEN CORP | 1.00M -160.8K (-13.8%) | 36.16M -11.2M (-23.6%) | 0.44% -0.070 pp | 0.27% -0.074 pp | USD38.11 -5.4% | 34 qtrs — |
| 38 | UBS GROUP AG | 979.4K -75.9K (-7.2%) | 35.31M -7.6M (-17.7%) | 0.43% -0.033 pp | 0.01% -0.001 pp | USD42.87 -15.9% | 45 qtrs — |
| 39 | PGGM INVESTMENTS | 943.8K +— (+0.0%) | 34.03M -4.4M (-11.3%) | 0.41% 0.000 pp | 0.54% -0.082 pp | USD41.39 -12.9% | 14 qtrs — |
| 40 | HEITMAN REAL ESTATE SECURITIES LLC | 840.6K +214.0K (+34.1%) | 30.30M +4.8M (+18.9%) | 0.37% +0.094 pp | 2.13% +0.391 pp | USD40.59 -11.2% | 7 qtrs — |
| 41 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 803.1K -133.8K (-14.3%) | 28.95M -9.1M (-24.0%) | 0.35% -0.059 pp | 0.02% -0.007 pp | USD46.38 -22.3% | 8 qtrs — |
| 42 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 797.9K +392.5K (+96.8%) | 28.77M +12.3M (+74.5%) | 0.35% +0.172 pp | 0.10% +0.046 pp | USD39.51 -8.8% | 18 qtrs — |
| 43 | SG AMERICAS SECURITIES, LLC | 739.4K +717.4K (+3,255.9%) | 26.66M +25.8M (+2,874.9%) | 0.32% +0.314 pp | 0.03% +0.031 pp | USD36.25 -0.6% | 51 qtrs — |
| 44 | TUDOR INVESTMENT CORP ET AL | 722.0K +521.1K (+259.3%) | 26.03M +17.9M (+218.6%) | 0.32% +0.228 pp | 0.05% +0.034 pp | USD37.33 -3.4% | 23 qtrs — |
| 45 | WOODLINE PARTNERS LP | 671.1K -603.0K (-47.3%) | 24.19M -27.6M (-53.3%) | 0.29% -0.264 pp | 0.09% -0.150 pp | USD42.30 -14.8% | 3 qtrs — |
| 46 | RHUMBLINE ADVISERS | 667.9K -9.1K (-1.3%) | 24.08M -3.4M (-12.5%) | 0.29% -0.004 pp | 0.02% -0.003 pp | USD35.64 +1.2% | 55 qtrs — |
| 47 | RETIREMENT SYSTEMS OF ALABAMA | 637.1K -2.0K (-0.3%) | 22.97M -3.0M (-11.6%) | 0.28% -0.001 pp | 0.07% -0.012 pp | USD41.54 -13.2% | 13 qtrs — |
| 48 | AQR CAPITAL MANAGEMENT LLC | 600.0K +214.5K (+55.6%) | 21.63M +6.0M (+38.0%) | 0.26% +0.094 pp | 0.01% +0.001 pp | USD40.75 -11.5% | 57 qtrs — |
| 49 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 592.5K +— (+0.0%) | 21.36M -2.7M (-11.3%) | 0.26% +0.000 pp | 0.08% -0.010 pp | USD28.84 +25.0% | 58 qtrs — |
| 50 | SCHRODER INVESTMENT MANAGEMENT GROUP | 581.5K +2.3K (+0.4%) | 21.12M -2.4M (-10.2%) | 0.25% +0.001 pp | 0.02% -0.002 pp | USD40.64 -11.3% | 10 qtrs — |
| 51 | AMERICAN CENTURY COMPANIES INC | 562.7K -161.0K (-22.3%) | 20.29M -9.1M (-31.1%) | 0.25% -0.070 pp | 0.01% -0.005 pp | USD45.91 -21.5% | 34 qtrs — |
| 52 | JANE STREET GROUP, LLC | 554.2K +376.8K (+212.4%) | 19.98M +12.8M (+177.0%) | 0.24% +0.165 pp | 0.00% +0.002 pp | USD38.13 -5.5% | 24 qtrs — |
| 53 | BARCLAYS PLC | 548.3K +217.7K (+65.9%) | 19.76M +2.0M (+11.1%) | 0.24% +0.095 pp | 0.00% +0.000 pp | USD41.58 -13.3% | 51 qtrs — |
| 54 | VISION CAPITAL CORP | 546.7K +546.7K (+100.0%) | 19.71M +19.7M (+100.0%) | 0.24% +0.239 pp | 8.68% +8.678 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 55 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 530.0K +30.0K (+6.0%) | 19.11M -1.2M (-6.0%) | 0.23% +0.013 pp | 0.03% -0.003 pp | USD40.68 -11.4% | 10 qtrs — |
| 56 | CRAWFORD INVESTMENT COUNSEL INC | 517.7K +5.4K (+1.0%) | 18.66M -2.2M (-10.4%) | 0.23% +0.002 pp | 0.31% -0.035 pp | USD42.03 -14.2% | 15 qtrs — |
| 57 | NATIXIS | 505.1K +505.1K (+100.0%) | 18.21M +18.2M (+100.0%) | 0.22% +0.221 pp | 0.06% +0.065 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 58 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 503.9K -9.8K (-1.9%) | 18.17M -2.7M (-12.9%) | 0.22% -0.004 pp | 0.03% +0.002 pp | USD39.64 -9.1% | 49 qtrs — |
| 59 | LMR PARTNERS LLP | 502.1K +179.9K (+55.8%) | 18.10M +5.0M (+38.2%) | 0.22% +0.079 pp | 0.03% -0.024 pp | USD39.01 -7.6% | 2 qtrs — |
| 60 | HAZELVIEW SECURITIES INC. | 504.2K -69.0K (-12.0%) | 17.85M -5.5M (-23.4%) | 0.22% -0.030 pp | 3.44% -0.953 pp | USD42.29 -14.8% | 3 qtrs — |
| 61 | PRINCIPAL FINANCIAL GROUP INC | 490.5K -15.9K (-3.1%) | 17.68M -2.9M (-14.1%) | 0.21% -0.007 pp | 0.01% -0.001 pp | USD31.98 +12.7% | 57 qtrs — |
| 62 | HRT FINANCIAL LP | 480.5K +327.4K (+213.7%) | 17.32M +11.1M (+178.2%) | 0.21% +0.143 pp | 0.05% +0.032 pp | USD37.60 -4.1% | 3 qtrs — |
| 63 | ALGERT GLOBAL LLC | 476.7K -20.4K (-4.1%) | 17.18M -3.0M (-15.0%) | 0.21% -0.009 pp | 0.27% -0.070 pp | USD41.35 -12.8% | 4 qtrs — |
| 64 | LAZARD ASSET MANAGEMENT LLC | 468.5K -123.6K (-20.9%) | 16.89M -7.2M (-29.8%) | 0.20% -0.054 pp | 0.03% -0.004 pp | USD41.98 -14.1% | 12 qtrs — |
| 65 | STRS OHIO | 451.5K -123.1K (-21.4%) | 16.28M -7.1M (-30.3%) | 0.20% -0.054 pp | 0.06% -0.025 pp | USD41.52 -13.2% | 56 qtrs — |
| 66 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 450.0K +150.0K (+50.0%) | 16.22M +4.0M (+33.0%) | 0.20% +0.066 pp | 0.61% +0.068 pp | USD39.12 -7.8% | 2 qtrs — |
| 67 | SWISS NATIONAL BANK | 449.6K +7.6K (+1.7%) | 16.21M -1.8M (-9.8%) | 0.20% +0.003 pp | 0.01% -0.001 pp | USD30.58 +17.9% | 51 qtrs — |
| 68 | TORONTO DOMINION BANK | 441.5K +441.5K (+100.0%) | 15.92M +15.9M (+100.0%) | 0.19% +0.193 pp | 0.02% +0.024 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 69 | DAVIDSON INVESTMENT ADVISORS | 426.1K -34.0K (-7.4%) | 15.36M -3.3M (-17.9%) | 0.19% -0.015 pp | 0.64% -0.155 pp | USD34.08 +5.8% | 35 qtrs — |
| 70 | CITIGROUP INC | 418.5K +230.0K (+122.1%) | 15.09M +7.4M (+96.9%) | 0.18% +0.101 pp | 0.01% +0.003 pp | USD39.06 -7.7% | 57 qtrs — |
| 71 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 415.7K -1.3K (-0.3%) | 14.98M -2.0M (-11.6%) | 0.18% -0.001 pp | 0.01% -0.002 pp | USD30.38 +18.7% | 57 qtrs — |
| 72 | 1832 ASSET MANAGEMENT L.P. | 410.5K +237.7K (+137.5%) | 14.80M +7.8M (+110.6%) | 0.18% +0.104 pp | 0.01% +0.006 pp | USD38.57 -6.5% | 27 qtrs — |
| 73 | NORDEA INVESTMENT MANAGEMENT AB | 390.7K -54.9K (-12.3%) | 14.07M -4.0M (-21.9%) | 0.17% -0.024 pp | 0.01% -0.004 pp | USD45.57 -20.9% | 16 qtrs — |
| 74 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 387.6K -12.7K (-3.2%) | 13.97M -2.3M (-14.1%) | 0.17% -0.006 pp | 0.04% -0.008 pp | USD36.54 -1.3% | 51 qtrs — |
| 75 | QUANTINNO CAPITAL MANAGEMENT LP | 375.9K -249.3K (-39.9%) | 13.55M -11.9M (-46.7%) | 0.16% -0.109 pp | 0.03% -0.042 pp | USD42.20 -14.6% | 13 qtrs — |
| 76 | AMERIPRISE FINANCIAL INC | 448.7K -61.2K (-12.0%) | 13.49M -5.7M (-29.9%) | 0.20% -0.027 pp | 0.00% -0.001 pp | USD44.04 -18.1% | 51 qtrs — |
| 77 | ASSET MANAGEMENT ONE CO., LTD. | 361.5K -9.6K (-2.6%) | 13.00M -2.1M (-13.8%) | 0.16% -0.004 pp | 0.04% -0.008 pp | USD28.90 +24.7% | 53 qtrs — |
| 78 | QUBE RESEARCH & TECHNOLOGIES LTD | 351.6K +351.6K (+100.0%) | 12.67M +12.7M (+100.0%) | 0.15% +0.154 pp | 0.01% +0.013 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 79 | LONG POND CAPITAL, LP | 346.9K +346.9K (+100.0%) | 12.51M +12.5M (+100.0%) | 0.15% +0.152 pp | 1.47% +1.469 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 80 | NOMURA ASSET MANAGEMENT CO LTD | 345.0K +9.2K (+2.7%) | 12.44M -1.2M (-8.9%) | 0.15% +0.004 pp | 0.03% -0.004 pp | USD35.61 +1.2% | 57 qtrs — |
| 81 | LIGHTROCK NETHERLANDS B.V. | 630.9K +438.2K (+227.5%) | 12.39M +5.7M (+85.9%) | 0.28% +0.192 pp | 2.57% +0.826 pp | USD38.11 -5.4% | 5 qtrs — |
| 82 | BALYASNY ASSET MANAGEMENT L.P. | 322.0K +322.0K (+100.0%) | 11.61M +11.6M (+100.0%) | 0.14% +0.141 pp | 0.01% +0.015 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 83 | D. E. SHAW & CO., INC. | 316.2K +316.2K (+100.0%) | 11.40M +11.4M (+100.0%) | 0.14% +0.138 pp | 0.01% +0.006 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 84 | TWO SIGMA INVESTMENTS, LP | 313.9K +282.2K (+889.4%) | 11.32M +10.0M (+777.2%) | 0.14% +0.123 pp | 0.02% +0.014 pp | USD36.70 -1.8% | 3 qtrs — |
| 85 | NICOLA WEALTH MANAGEMENT LTD. | 309.0K +— (+0.0%) | 11.14M -1.4M (-11.3%) | 0.14% +0.000 pp | 1.01% -0.105 pp | USD44.92 -19.7% | 12 qtrs — |
| 86 | MITSUBISHI UFJ TRUST & BANKING CORP | 302.7K -68.8K (-18.5%) | 10.91M -4.2M (-27.8%) | 0.13% -0.030 pp | 0.03% -0.007 pp | USD42.52 -15.2% | 26 qtrs — |
| 87 | VERITION FUND MANAGEMENT LLC | 297.1K +143.5K (+93.4%) | 10.71M +4.5M (+71.5%) | 0.13% +0.063 pp | 0.04% +0.016 pp | USD39.51 -8.8% | 11 qtrs — |
| 88 | GLENMEDE TRUST CO NA | 267.7K +267.7K (+100.0%) | 9.65M +9.7M (+100.0%) | 0.12% +0.117 pp | 0.05% +0.046 pp | USD36.05 +0.0% | 1 qtrs NEW |
| 89 | SEI INVESTMENTS CO | 260.5K -332.5K (-56.1%) | 9.39M -14.7M (-61.0%) | 0.11% -0.145 pp | 0.01% -0.017 pp | USD42.05 -14.3% | 45 qtrs — |
| 90 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 252.5K +20.0K (+8.6%) | 9.10M -350.8K (-3.7%) | 0.11% +0.009 pp | 0.01% -0.001 pp | USD39.33 -8.3% | 11 qtrs — |
| 91 | ENVESTNET ASSET MANAGEMENT INC | 249.6K -559.9K (-69.2%) | 9.00M -23.9M (-72.7%) | 0.11% -0.245 pp | 0.00% -0.007 pp | USD45.72 -21.2% | 51 qtrs — |
| 92 | DAIWA SECURITIES GROUP INC. | 248.6K +109.7K (+78.9%) | 8.96M +3.3M (+58.6%) | 0.11% +0.048 pp | 0.03% +0.010 pp | USD37.76 -4.5% | 57 qtrs — |
| 93 | B&I CAPITAL AG | 243.8K -32.4K (-11.7%) | 8.79M -2.4M (-21.7%) | 0.11% -0.014 pp | 3.13% -0.761 pp | USD47.39 -23.9% | 21 qtrs — |
| 94 | GREENLAND CAPITAL MANAGEMENT LP | 242.4K +235.4K (+3,363.1%) | 8.74M +8.5M (+2,970.5%) | 0.11% +0.103 pp | 0.93% +0.897 pp | USD36.24 -0.5% | 13 qtrs — |
| 95 | STATE OF WISCONSIN INVESTMENT BOARD | 233.3K -2.6K (-1.1%) | 8.41M -1.2M (-12.3%) | 0.10% -0.001 pp | 0.02% -0.003 pp | USD30.28 +19.1% | 51 qtrs — |
| 96 | FRANKLIN RESOURCES INC | 233.2K -14.1K (-5.7%) | 8.41M -1.6M (-16.4%) | 0.10% -0.006 pp | 0.00% 0.000 pp | USD44.87 -19.7% | 23 qtrs — |
| 97 | RAYMOND JAMES FINANCIAL INC | 231.6K -122.8K (-34.7%) | 8.35M -6.1M (-42.1%) | 0.10% -0.054 pp | 0.00% -0.002 pp | USD42.67 -15.5% | 5 qtrs — |
| 98 | MACQUARIE GROUP LTD | 227.2K -550.0 (-0.2%) | 8.19M -1.1M (-11.6%) | 0.10% 0.000 pp | 0.04% +0.025 pp | USD42.95 -16.1% | 57 qtrs — |
| 99 | CARLYLE GROUP INC. | 220.5K +— (+0.0%) | 7.95M -1.0M (-11.3%) | 0.10% +0.000 pp | 0.06% -0.148 pp | USD40.06 -10.0% | 14 qtrs — |
| 100 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 218.1K +8.2K (+3.9%) | 7.87M -667.9K (-7.8%) | 0.10% +0.004 pp | 0.01% -0.001 pp | USD40.38 -10.7% | 17 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
401.28
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+401
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 13 | 0.00 | — | 989 | D | ↗ |
| 2026-04-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 308 | 0.00 | — | 22,963 | D | ↗ |
| 2026-04-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 80 | 0.00 | — | 5,960 | D | ↗ |
| 2026-03-03 | Foster Jeffrey P | Officer | M-Exempt | A | Common | 23,148 | 26.30 | 608.8K | 228,205 | D | ↗ |
| 2026-01-31 | MARR CHRISTOPHER P | Director / Officer | F-InKind | D | Common | 39,369 | 37.53 | 1.48M | 609,605 | D | ↗ |
| 2026-01-16 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 13 | 0.00 | — | 976 | D | ↗ |
| 2026-01-16 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 299 | 0.00 | — | 22,655 | D | ↗ |
| 2026-01-16 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 78 | 0.00 | — | 5,880 | D | ↗ |
| 2026-01-01 | Schulte Jennifer | Officer | F-InKind | D | Common | 1,852 | 36.05 | 66.8K | 18,732 | D | ↗ |
| 2026-01-01 | MARTIN TIMOTHY M | Officer | A-Award | A | Stock Option (right to buy) | 87,900 | 36.05 | 3.17M | 87,900 | D | ↗ |
| 2026-01-01 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Common | 22,168 | 36.05 | 799.2K | 637,386 | D | ↗ |
| 2026-01-01 | Foster Jeffrey P | Officer | A-Award | A | Stock Option (right to buy) | 42,237 | 36.05 | 1.52M | 42,237 | D | ↗ |
| 2026-01-01 | DeNarie Matthew D | Officer | A-Award | A | Stock Option (right to buy) | 13,014 | 36.05 | 469.2K | 13,014 | D | ↗ |
| 2025-12-15 | MARR CHRISTOPHER P | Director / Officer | S-Sale | D | Common | 679 | 36.55 | 24.8K | 581,191 | D | ↗ |
| 2025-12-12 | MARTIN TIMOTHY M | Officer | M-Exempt | D | Stock Option (right to buy) | 29,566 | 30.32 | 896.4K | 0 | D | ↗ |
| 2025-12-12 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 87,604 | 30.32 | 2.66M | 0 | D | ↗ |
| 2025-10-15 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 12 | 0.00 | — | 963 | D | ↗ |
| 2025-10-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 279 | 0.00 | — | 22,356 | D | ↗ |
| 2025-10-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 73 | 0.00 | — | 5,802 | D | ↗ |
| 2025-08-12 | MARR CHRISTOPHER P | Director / Officer | G-Gift | D | Common | 10,132 | 0.00 | — | 531,059 | D | ↗ |
| 2025-07-15 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 12 | 0.00 | — | 951 | D | ↗ |
| 2025-07-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 275 | 0.00 | — | 22,077 | D | ↗ |
| 2025-07-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 71 | 0.00 | — | 5,729 | D | ↗ |
| 2025-05-20 | ROGATZ JEFFREY F | Director | A-Award | A | Common | 2,956 | 0.00 | — | 54,070 | D | ↗ |
| 2025-05-20 | REMONDI JOHN F | Director | A-Award | A | Common | 2,956 | 0.00 | — | 73,925 | D | ↗ |
| 2025-05-20 | RATNERSALZBERG DEBORAH | Director | A-Award | A | Common | 2,956 | 0.00 | — | 37,203 | D | ↗ |
| 2025-05-20 | Lynch Jair K | Director | A-Award | A | Common | 2,956 | 0.00 | — | 10,421 | D | ↗ |
| 2025-05-20 | FAIN JOHN W | Director | A-Award | A | Common | 2,956 | 0.00 | — | 44,834 | D | ↗ |
| 2025-05-20 | Dowling Dororthy | Director | A-Award | A | Common | 2,956 | 0.00 | — | 30,554 | D | ↗ |
| 2025-05-20 | Chin Jit Kee | Director | A-Award | A | Common | 2,956 | 0.00 | — | 9,638 | D | ↗ |
| 2025-05-20 | Bussani Piero | Director | A-Award | A | Common | 2,956 | 0.00 | — | 64,922 | D | ↗ |
| 2025-05-05 | Foster Jeffrey P | Officer | M-Exempt | A | Common | 18,616 | 30.32 | 564.4K | 211,606 | D | ↗ |
| 2025-04-15 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 13 | 0.00 | — | 939 | D | ↗ |
| 2025-04-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 290 | 0.00 | — | 21,802 | D | ↗ |
| 2025-04-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 75 | 0.00 | — | 5,658 | D | ↗ |
| 2025-03-11 | MARR CHRISTOPHER P | Director / Officer | G-Gift | D | Common | 53,300 | 42.44 | 2.26M | 541,191 | D | ↗ |
| 2025-01-31 | MARR CHRISTOPHER P | Director / Officer | F-InKind | D | Common | 44,761 | 41.70 | 1.87M | 594,491 | D | ↗ |
| 2025-01-31 | Keaton Joel D | Officer | F-InKind | D | Common | 6,092 | 41.70 | 254.0K | 80,836 | D | ↗ |
| 2025-01-16 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 11 | 0.00 | — | 926 | D | ↗ |
| 2025-01-16 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 266 | 0.00 | — | 21,512 | D | ↗ |
| 2025-01-16 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 69 | 0.00 | — | 5,583 | D | ↗ |
| 2025-01-01 | Schulte Jennifer | Officer | F-InKind | D | Common | 1,644 | 42.85 | 70.4K | 14,353 | D | ↗ |
| 2025-01-01 | MARTIN TIMOTHY M | Officer | A-Award | A | Stock Option (right to buy) | 70,051 | 42.85 | 3.00M | 70,051 | D | ↗ |
| 2025-01-01 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Common | 24,850 | 42.85 | 1.06M | 630,313 | D | ↗ |
| 2025-01-01 | Keaton Joel D | Officer | F-InKind | D | Common | 3,213 | 42.85 | 137.7K | 86,928 | D | ↗ |
| 2025-01-01 | Foster Jeffrey P | Officer | A-Award | A | Stock Option (right to buy) | 33,661 | 42.85 | 1.44M | 33,661 | D | ↗ |
| 2025-01-01 | DeNarie Matthew D | Officer | A-Award | A | Stock Option (right to buy) | 10,371 | 42.85 | 444.4K | 10,371 | D | ↗ |
| 2024-10-15 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 9 | 0.00 | — | 915 | D | ↗ |
| 2024-10-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 215 | 0.00 | — | 21,246 | D | ↗ |
| 2024-10-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 56 | 0.00 | — | 5,514 | D | ↗ |
| 2024-09-13 | DeNarie Matthew D | Officer | S-Sale | D | Common | 868 | 53.64 | 46.6K | 17,081 | — | ↗ |
| 2024-09-11 | Schulte Jennifer | Officer | M-Exempt | A | Common | 15,942 | 33.61 | 535.8K | 26,789 | — | ↗ |
| 2024-08-14 | MARTIN TIMOTHY M | Officer | M-Exempt | A | Common | 30,765 | 25.00 | 769.1K | 337,747 | — | ↗ |
| 2024-08-13 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 37,906 | 25.00 | 947.7K | 0 | — | ↗ |
| 2024-08-07 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | A | Common | 37,000 | 25.00 | 925.0K | 613,836 | — | ↗ |
| 2024-08-06 | Keaton Joel D | Officer | M-Exempt | A | Common | 43,478 | 33.61 | 1.46M | 131,141 | — | ↗ |
| 2024-08-05 | Foster Jeffrey P | Officer | M-Exempt | A | Common | 7,739 | 25.00 | 193.5K | 190,199 | — | ↗ |
| 2024-07-15 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 10 | 0.00 | — | 906 | — | ↗ |
| 2024-07-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 224 | 0.00 | — | 21,031 | — | ↗ |
| 2024-07-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 58 | 0.00 | — | 5,458 | — | ↗ |
| 2024-06-12 | Keaton Joel D | Officer | M-Exempt | A | Common | 24,147 | 28.69 | 692.8K | 157,347 | — | ↗ |
| 2024-05-21 | ROGATZ JEFFREY F | Director | A-Award | A | Common | 2,832 | 0.00 | — | 51,114 | — | ↗ |
| 2024-05-21 | REMONDI JOHN F | Director | A-Award | A | Common | 2,832 | 0.00 | — | 70,969 | — | ↗ |
| 2024-05-21 | RATNERSALZBERG DEBORAH | Director | A-Award | A | Common | 2,832 | 0.00 | — | 34,247 | — | ↗ |
| 2024-05-21 | Lynch Jair K | Director | A-Award | A | Common | 2,832 | 0.00 | — | 7,465 | — | ↗ |
| 2024-05-21 | FAIN JOHN W | Director | A-Award | A | Common | 2,832 | 0.00 | — | 41,878 | — | ↗ |
| 2024-05-21 | Dowling Dororthy | Director | A-Award | A | Common | 2,832 | 0.00 | — | 27,598 | — | ↗ |
| 2024-05-21 | Chin Jit Kee | Director | A-Award | A | Common | 2,832 | 0.00 | — | 6,682 | — | ↗ |
| 2024-05-21 | Bussani Piero | Director | A-Award | A | Common | 2,832 | 0.00 | — | 61,966 | — | ↗ |
| 2024-05-03 | Keaton Joel D | Officer | D-Return | D | Common | 57,422 | 41.79 | 2.40M | 87,663 | — | ↗ |
| 2024-04-15 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 11 | 0.00 | — | 896 | — | ↗ |
| 2024-04-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 246 | 0.00 | — | 20,807 | — | ↗ |
| 2024-04-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 64 | 0.00 | — | 5,400 | — | ↗ |
| 2024-03-04 | Keaton Joel D | Officer | M-Exempt | A | Common | 8,026 | 25.00 | 200.7K | 95,689 | — | ↗ |
| 2024-01-31 | Schulte Jennifer | Officer | S-Sale | D | Phantom Shares | 158 | 0.00 | — | 885 | — | ↗ |
| 2024-01-16 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 12 | 0.00 | — | 1,044 | — | ↗ |
| 2024-01-16 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 229 | 0.00 | — | 20,561 | — | ↗ |
| 2024-01-16 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 59 | 0.00 | — | 5,336 | — | ↗ |
| 2024-01-01 | Schulte Jennifer | Officer | A-Award | A | Stock Option (right to buy) | 15,233 | 46.35 | 706.0K | 15,233 | — | ↗ |
| 2024-01-01 | MARTIN TIMOTHY M | Officer | A-Award | A | Common | 12,226 | 0.00 | — | 306,982 | — | ↗ |
| 2024-01-01 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Stock Option (right to buy) | 179,211 | 46.35 | 8.31M | 179,211 | — | ↗ |
| 2024-01-01 | Keaton Joel D | Officer | F-InKind | D | Common | 4,020 | 46.35 | 186.3K | 87,663 | — | ↗ |
| 2024-01-01 | Foster Jeffrey P | Officer | A-Award | A | Common | 7,595 | 46.35 | 352.0K | 176,707 | — | ↗ |
| 2024-01-01 | DeNarie Matthew D | Officer | A-Award | A | Common | 2,328 | 46.35 | 107.9K | 15,971 | — | ↗ |
| 2023-12-22 | MARR CHRISTOPHER P | Director / Officer | G-Gift | D | Common | 10,132 | 0.00 | — | 30,397 | — | ↗ |
| 2023-10-16 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 13 | 0.00 | — | 1,032 | — | ↗ |
| 2023-10-16 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 256 | 0.00 | — | 20,332 | — | ↗ |
| 2023-10-16 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 67 | 0.00 | — | 5,277 | — | ↗ |
| 2023-09-08 | Schulte Jennifer | Officer | F-InKind | D | Common | 343 | 40.49 | 13.9K | 6,980 | — | ↗ |
| 2023-07-17 | Schulte Jennifer | Officer | A-Award | A | Phantom Shares | 11 | 0.00 | — | 1,019 | — | ↗ |
| 2023-07-17 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 209 | 0.00 | — | 20,076 | — | ↗ |
| 2023-07-17 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 54 | 0.00 | — | 5,210 | — | ↗ |
| 2023-06-07 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | A | Common | 8,052 | 15.67 | 126.2K | 503,017 | — | ↗ |
| 2023-06-05 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | A | Common | 6,948 | 15.67 | 108.9K | 497,908 | — | ↗ |
| 2023-06-05 | Foster Jeffrey P | Officer | M-Exempt | A | Common | 15,000 | 25.00 | 375.0K | 184,112 | — | ↗ |
| 2023-05-16 | ROGATZ JEFFREY F | Director | A-Award | A | Common | 2,601 | 0.00 | — | 48,282 | — | ↗ |
| 2023-05-16 | REMONDI JOHN F | Director | A-Award | A | Common | 2,601 | 0.00 | — | 68,137 | — | ↗ |
| 2023-05-16 | RATNERSALZBERG DEBORAH | Director | A-Award | A | Common | 2,601 | 0.00 | — | 31,415 | — | ↗ |
| 2023-05-16 | Lynch Jair K | Director | A-Award | A | Common | 2,601 | 0.00 | — | 4,633 | — | ↗ |
| 2023-05-16 | FAIN JOHN W | Director | A-Award | A | Common | 2,601 | 0.00 | — | 39,046 | — | ↗ |
| 2023-05-16 | Dowling Dororthy | Director | A-Award | A | Common | 2,601 | 0.00 | — | 24,766 | — | ↗ |
| 2023-05-16 | Chin Jit Kee | Director | A-Award | A | Common | 2,601 | 0.00 | — | 3,850 | — | ↗ |
| 2023-05-16 | Bussani Piero | Director | A-Award | A | Common | 2,601 | 0.00 | — | 59,134 | — | ↗ |
| 2023-05-05 | MARTIN TIMOTHY M | Officer | M-Exempt | A | Common | 42,537 | 15.67 | 666.6K | 321,168 | — | ↗ |
| 2023-04-17 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 207 | 0.00 | — | 19,867 | — | ↗ |
| 2023-04-17 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 54 | 0.00 | — | 5,156 | — | ↗ |
| 2023-03-15 | Schulte Jennifer | Officer | — | D | Stock Option (right to buy) | 9,060 | 56.91 | 515.6K | 0 | — | ↗ |
| 2023-03-15 | DeNarie Matthew D | Officer | — | D | Stock Option (right to buy) | 5,774 | 28.69 | 165.7K | 0 | — | ↗ |
| 2023-03-03 | MARR CHRISTOPHER P | Director / Officer | S-Sale | D | Common | 19,000 | 48.33 | 918.3K | 480,960 | — | ↗ |
| 2023-01-17 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 225 | 42.39 | 9.5K | 19,660 | — | ↗ |
| 2023-01-17 | MARR CHRISTOPHER P | Officer | A-Award | A | Phantom Shares | 58 | 42.39 | 2.5K | 5,102 | — | ↗ |
| 2023-01-01 | MARTIN TIMOTHY M | Officer | A-Award | A | Stock Option (right to buy) | 65,401 | 0.00 | — | 65,401 | — | ↗ |
| 2023-01-01 | MARR CHRISTOPHER P | Officer | A-Award | A | Stock Option (right to buy) | 172,996 | 0.00 | — | 172,996 | — | ↗ |
| 2023-01-01 | Keaton Joel D | Officer | A-Award | A | Common | 8,075 | 0.00 | — | 76,394 | — | ↗ |
| 2023-01-01 | Foster Jeffrey P | Officer | A-Award | A | Stock Option (right to buy) | 27,426 | 0.00 | — | 27,426 | — | ↗ |
| 2022-10-25 | Chin Jit Kee | Director | A-Award | A | Common | 1,249 | 0.00 | — | 1,249 | — | ↗ |
| 2022-10-17 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 210 | 39.35 | 8.3K | 19,435 | — | ↗ |
| 2022-10-17 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 55 | 0.00 | — | 5,044 | D | ↗ |
| 2022-07-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 197 | 41.58 | 8.2K | 19,225 | — | ↗ |
| 2022-07-15 | MARR CHRISTOPHER P | Officer | A-Award | A | Phantom Shares | 51 | 41.58 | 2.1K | 4,989 | — | ↗ |
| 2022-05-17 | ROGATZ JEFFREY F | Director | A-Award | A | Common | 2,032 | 0.00 | — | 45,681 | — | ↗ |
| 2022-05-17 | REMONDI JOHN F | Director | A-Award | A | Common | 2,032 | 0.00 | — | 65,536 | — | ↗ |
| 2022-05-17 | RATNERSALZBERG DEBORAH | Director | A-Award | A | Common | 2,032 | 0.00 | — | 28,814 | — | ↗ |
| 2022-05-17 | Lynch Jair K | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-17 | FAIN JOHN W | Director | A-Award | A | Common | 2,438 | 0.00 | — | 36,445 | — | ↗ |
| 2022-05-17 | Dowling Dororthy | Director | A-Award | A | Common | 3,220 | 0.00 | — | 22,165 | — | ↗ |
| 2022-05-17 | Bussani Piero | Director | A-Award | A | Common | 2,032 | 0.00 | — | 56,533 | — | ↗ |
| 2022-04-18 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 152 | 53.30 | 8.1K | 19,028 | — | ↗ |
| 2022-04-18 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 39 | 0.00 | — | 4,938 | — | ↗ |
| 2022-01-18 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 160 | 0.00 | — | 18,876 | — | ↗ |
| 2022-01-18 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 42 | 0.00 | — | 4,899 | — | ↗ |
| 2022-01-01 | MARTIN TIMOTHY M | Officer | A-Award | A | Stock Option (right to buy) | 45,300 | 56.91 | 2.58M | 45,300 | — | ↗ |
| 2022-01-01 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Common | 24,015 | 0.00 | — | 549,102 | — | ↗ |
| 2022-01-01 | Keaton Joel D | Officer | A-Award | A | Stock Option (right to buy) | 27,180 | 56.91 | 1.55M | 27,180 | — | ↗ |
| 2022-01-01 | Foster Jeffrey P | Officer | A-Award | A | Common | 3,221 | 0.00 | — | 155,861 | — | ↗ |
| 2021-12-31 | MARR CHRISTOPHER P | Director / Officer | — | I | Common | 0 | 0.00 | — | 91,000 | — | ↗ |
| 2021-10-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 122 | 0.00 | — | 18,716 | — | ↗ |
| 2021-10-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 31 | 0.00 | — | 4,857 | — | ↗ |
| 2021-08-20 | MARR CHRISTOPHER P | Director / Officer | S-Sale | D | Common | 5,623 | 51.52 | 289.7K | 465,314 | — | ↗ |
| 2021-08-19 | MARTIN TIMOTHY M | Officer | M-Exempt | A | Common | 16,030 | 14.84 | 237.9K | 243,598 | — | ↗ |
| 2021-08-18 | MARTIN TIMOTHY M | Officer | S-Sale | D | Common | 17,070 | 51.04 | 871.2K | 227,568 | — | ↗ |
| 2021-08-18 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | A | Common | 5,000 | 14.84 | 74.2K | 470,314 | — | ↗ |
| 2021-08-16 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | A | Common | 10,000 | 14.84 | 148.4K | 475,314 | — | ↗ |
| 2021-08-04 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 14.84 | 148.4K | 20,623 | — | ↗ |
| 2021-08-03 | MARR CHRISTOPHER P | Director / Officer | S-Sale | D | Common | 10,000 | 50.25 | 502.5K | 465,314 | — | ↗ |
| 2021-08-02 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | D | Stock Option (right to buy) | 10,000 | 14.84 | 148.4K | 40,623 | — | ↗ |
| 2021-07-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 130 | 0.00 | — | 18,594 | — | ↗ |
| 2021-07-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 34 | 0.00 | — | 4,826 | — | ↗ |
| 2021-05-11 | ROGATZ JEFFREY F | Director | A-Award | A | Common | 2,452 | 0.00 | — | 43,649 | — | ↗ |
| 2021-05-11 | REMONDI JOHN F | Director | A-Award | A | Common | 2,452 | 0.00 | — | 63,504 | — | ↗ |
| 2021-05-11 | RATNERSALZBERG DEBORAH | Director | A-Award | A | Common | 2,452 | 0.00 | — | 26,782 | — | ↗ |
| 2021-05-11 | Keaton Joel D | Officer | M-Exempt | D | Stock Option (right to buy) | 10,054 | 15.67 | 157.5K | 0 | — | ↗ |
| 2021-05-11 | KELER MARIANNE M | Director | A-Award | A | Common | 2,452 | 0.00 | — | 49,744 | — | ↗ |
| 2021-05-11 | FAIN JOHN W | Director | A-Award | A | Common | 2,452 | 0.00 | — | 34,007 | — | ↗ |
| 2021-05-11 | Dowling Dororthy | Director | A-Award | A | Common | 2,452 | 0.00 | — | 18,945 | — | ↗ |
| 2021-05-11 | Bussani Piero | Director | A-Award | A | Common | 2,452 | 0.00 | — | 54,501 | — | ↗ |
| 2021-05-04 | Foster Jeffrey P | Officer | M-Exempt | D | Stock Option (right to buy) | 32,869 | 15.67 | 515.1K | 0 | — | ↗ |
| 2021-05-03 | MARR CHRISTOPHER P | Director / Officer | S-Sale | D | Common | 6,769 | 42.37 | 286.8K | 465,314 | — | ↗ |
| 2021-05-03 | Foster Jeffrey P | Officer | M-Exempt | A | Common | 23,364 | 14.84 | 346.7K | 166,839 | — | ↗ |
| 2021-04-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 153 | 0.00 | — | 18,464 | — | ↗ |
| 2021-04-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 40 | 0.00 | — | 4,792 | — | ↗ |
| 2021-03-15 | MARTIN TIMOTHY M | Officer | M-Exempt | D | Stock Option (right to buy) | 34,014 | 11.36 | 386.4K | 0 | — | ↗ |
| 2021-03-15 | MARR CHRISTOPHER P | Director / Officer | S-Sale | D | Common | 10,000 | 38.33 | 383.3K | 465,314 | — | ↗ |
| 2021-03-08 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | A | Common | 10,000 | 11.36 | 113.6K | 475,314 | — | ↗ |
| 2021-01-23 | Keaton Joel D | Officer | F-InKind | D | Common | 752 | 34.97 | 26.3K | 48,240 | — | ↗ |
| 2021-01-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 179 | 0.00 | — | 18,311 | — | ↗ |
| 2021-01-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 47 | 0.00 | — | 4,752 | — | ↗ |
| 2021-01-01 | MARTIN TIMOTHY M | Officer | A-Award | A | Common | 14,113 | 33.61 | 474.3K | 217,254 | — | ↗ |
| 2021-01-01 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Stock Option (right to buy) | 297,101 | 33.61 | 9.99M | 297,101 | — | ↗ |
| 2021-01-01 | Keaton Joel D | Officer | A-Award | A | Common | 5,951 | 0.00 | — | 53,330 | — | ↗ |
| 2021-01-01 | Foster Jeffrey P | Officer | A-Award | A | Stock Option (right to buy) | 35,507 | 33.61 | 1.19M | 35,507 | — | ↗ |
| 2020-11-10 | Foster Jeffrey P | Officer | M-Exempt | A | Common | 25,510 | 11.36 | 289.8K | 156,084 | — | ↗ |
| 2020-10-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 170 | 0.00 | — | 18,132 | — | ↗ |
| 2020-10-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 44 | 0.00 | — | 4,705 | — | ↗ |
| 2020-08-18 | KELER MARIANNE M | Director | S-Sale | D | Common | 10,000 | 31.45 | 314.5K | 47,292 | — | ↗ |
| 2020-07-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 210 | 0.00 | — | 17,962 | — | ↗ |
| 2020-07-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 54 | 0.00 | — | 4,661 | — | ↗ |
| 2020-05-12 | ROGATZ JEFFREY F | Director | A-Award | A | Common | 3,899 | 0.00 | — | 41,197 | — | ↗ |
| 2020-05-12 | REMONDI JOHN F | Director | A-Award | A | Common | 3,899 | 0.00 | — | 61,052 | — | ↗ |
| 2020-05-12 | RATNERSALZBERG DEBORAH | Director | A-Award | A | Common | 3,899 | 0.00 | — | 24,330 | — | ↗ |
| 2020-05-12 | KELER MARIANNE M | Director | A-Award | A | Common | 3,899 | 0.00 | — | 57,292 | — | ↗ |
| 2020-05-12 | FAIN JOHN W | Director | A-Award | A | Common | 3,899 | 0.00 | — | 31,555 | — | ↗ |
| 2020-05-12 | Dowling Dororthy | Director | A-Award | A | Common | 3,899 | 0.00 | — | 16,493 | — | ↗ |
| 2020-05-12 | Bussani Piero | Director | A-Award | A | Common | 3,899 | 0.00 | — | 52,049 | — | ↗ |
| 2020-05-01 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Common | 91,000 | 0.00 | — | 91,000 | — | ↗ |
| 2020-04-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 224 | 0.00 | — | 17,752 | — | ↗ |
| 2020-04-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 58 | 0.00 | — | 4,607 | — | ↗ |
| 2020-01-23 | Keaton Joel D | Officer | F-InKind | D | Common | 757 | 31.51 | 23.9K | 38,283 | — | ↗ |
| 2020-01-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 184 | 0.00 | — | 17,528 | — | ↗ |
| 2020-01-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 48 | 0.00 | — | 4,549 | — | ↗ |
| 2020-01-01 | MARTIN TIMOTHY M | Officer | A-Award | A | Stock Option (right to buy) | 75,592 | 31.48 | 2.38M | 75,592 | — | ↗ |
| 2020-01-01 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Common | 35,898 | 31.48 | 1.13M | 438,884 | — | ↗ |
| 2020-01-01 | Keaton Joel D | Officer | A-Award | A | Common | 6,909 | 31.48 | 217.5K | 37,966 | — | ↗ |
| 2020-01-01 | Foster Jeffrey P | Officer | F-InKind | D | Common | 865 | 31.48 | 27.2K | 130,574 | — | ↗ |
| 2019-11-05 | Keaton Joel D | Officer | — | D | Stock Option (right to buy) | 24,147 | 28.69 | 692.8K | 0 | — | ↗ |
| 2019-10-15 | MARTIN TIMOTHY M | Officer | A-Award | A | Phantom Shares | 160 | 0.00 | — | 17,344 | — | ↗ |
| 2019-10-15 | MARR CHRISTOPHER P | Director / Officer | A-Award | A | Phantom Shares | 41 | 0.00 | — | 4,501 | — | ↗ |
| 2019-09-04 | MARR CHRISTOPHER P | Director / Officer | S-Sale | D | Common | 40,000 | 36.10 | 1.44M | 402,986 | — | ↗ |
| 2019-09-03 | MARR CHRISTOPHER P | Director / Officer | M-Exempt | A | Common | 701 | 9.39 | 6.6K | 403,687 | — | ↗ |
| 2019-08-30 | MARTIN TIMOTHY M | Officer | M-Exempt | D | Stock Option (right to buy) | 17,791 | 9.39 | 167.1K | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
143.5K
Shares Outstanding
227.96M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2018 | C. P. Marr President and Chief Executive Officer | 715.0K | — | 1.33M | 666.7K | 1.23M | 193.9K | 4.14M | 48.28% | ↗ |
| 2 | 2018 | T. M. Martin Chief Financial Officer And Treasurer | 430.0K | — | 450.0K | 225.0K | 534.1K | 104.0K | 1.74M | 38.72% | ↗ |
| 3 | 2018 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 345.0K | — | 283.3K | 141.7K | 376.7K | 85.3K | 1.23M | 34.50% | ↗ |
| 4 | 2018 | J. L. Perry Senior Vice President, Chief Investment Officer | 156.3K | — | 366.7K | 183.3K | — | 36.0K | 742.3K | 74.10% | ↗ |
| 5 | 2017 | C. P. Marr President and Chief Executive Officer | 687.0K | — | 1.33M | 666.7K | 1.07M | 148.9K | 3.91M | 51.16% | ↗ |
| 6 | 2017 | T. M. Martin Chief Financial Officer And Treasurer | 410.0K | — | 450.0K | 225.0K | 461.2K | 89.3K | 1.64M | 41.27% | ↗ |
| 7 | 2017 | J. L. Perry Senior Vice President, Chief Investment Officer | 320.0K | — | 316.6K | 158.3K | 340.0K | 53.6K | 1.19M | 39.96% | ↗ |
| 8 | 2017 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 335.0K | — | 283.4K | 141.7K | 335.0K | 81.1K | 1.18M | 36.14% | ↗ |
| 9 | 2016 | C. P. Marr President and Chief Executive Officer | 670.0K | — | 1.33M | 666.7K | 1.55M | 129.7K | 4.35M | 45.99% | ↗ |
| 10 | 2016 | T. M. Martin Chief Financial Officer And Treasurer | 400.0K | — | 450.0K | 225.0K | 648.0K | 82.2K | 1.81M | 37.39% | ↗ |
| 11 | 2016 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 327.0K | — | 283.3K | 141.7K | 470.9K | 71.2K | 1.25M | 34.02% | ↗ |
| 12 | 2015 | C.P. Marr President and Chief Executive Officer | 600.0K | — | 933.3K | 466.7K | 1.17M | 114.4K | 3.28M | 42.63% | ↗ |
| 13 | 2015 | C. P. Marr President and Chief Executive Officer | 600.0K | — | 933.3K | 466.7K | 1.17M | 114.4K | 3.28M | 42.63% | ↗ |
| 14 | 2015 | T. M. Martin Chief Financial Officer And Treasurer | 390.0K | — | 383.3K | 191.7K | 608.4K | 78.6K | 1.65M | 34.81% | ↗ |
| 15 | 2015 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 322.0K | — | 283.4K | 141.7K | 470.9K | 63.9K | 1.28M | 33.16% | ↗ |
| 16 | 2014 | C.P. Marr President and Chief Executive Officer | 525.0K | — | — | — | 1.02M | 85.9K | 2.88M | 0.00% | ↗ |
| 17 | 2014 | C. P. Marr President and Chief Executive Officer | 525.0K | — | 1,000.0K | — | 1.02M | 85.9K | 2.88M | 34.67% | ↗ |
| 18 | 2014 | C.P. Marr President and Chief Executive Officer | 525.0K | — | 1,000.0K | 250.0K | 1.02M | 85.9K | 2.88M | 43.33% | ↗ |
| 19 | 2014 | T. M. Martin Chief Financial Officer And Treasurer | 375.0K | — | 366.7K | — | 548.4K | 67.3K | 1.54M | 23.80% | ↗ |
| 20 | 2014 | T. M. Martin Chief Financial Officer And Treasurer | 375.0K | — | — | — | 548.4K | 67.3K | 1.54M | 0.00% | ↗ |
| 21 | 2014 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 310.0K | — | 283.3K | — | 423.2K | 57.8K | 1.22M | 23.30% | ↗ |
| 22 | 2014 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 310.0K | — | — | — | 423.2K | 57.8K | 1.22M | 0.00% | ↗ |
| 23 | 2013 | D. Jernigan Former Chief Executive Officer | 610.0K | — | — | — | 1.16M | 131.9K | 3.15M | 0.00% | ↗ |
| 24 | 2013 | C.P. Marr President and Chief Executive Officer | 450.0K | — | 433.3K | 216.7K | 684.0K | 102.3K | 1.89M | 34.46% | ↗ |
| 25 | 2013 | C.P. Marr President and Chief Executive Officer | 450.0K | — | — | — | 684.0K | 102.3K | 1.89M | 0.00% | ↗ |
| 26 | 2013 | C. P. Marr President and Chief Executive Officer | 450.0K | — | — | — | 684.0K | 102.3K | 1.89M | 0.00% | ↗ |
| 27 | 2013 | T. M. Martin Chief Financial Officer And Treasurer | 347.0K | — | — | — | 428.5K | 75.5K | 1.28M | 0.00% | ↗ |
| 28 | 2013 | T. M. Martin Chief Financial Officer And Treasurer | 347.0K | — | 283.3K | 141.7K | 428.5K | 75.5K | 1.28M | 33.31% | ↗ |
| 29 | 2013 | J. P. Foster Senior Vice President, Chief Legal Officer and | 287.0K | — | — | — | 327.2K | 65.0K | 979.2K | 0.00% | ↗ |
| 30 | 2013 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 287.0K | — | 200.0K | 100.0K | 327.2K | 65.0K | 979.2K | 30.64% | ↗ |
| 31 | 2012 | D. Jernigan Former Chief Executive Officer | 610.0K | — | — | — | 1.19M | 113.4K | 6.20M | 0.00% | ↗ |
| 32 | 2012 | C.P. Marr President and Chief Executive Officer | 410.0K | — | — | — | 639.6K | 104.9K | 1.70M | 0.00% | ↗ |
| 33 | 2012 | C. P. Marr President and Chief Executive Officer | 410.0K | — | — | — | 639.6K | 104.9K | 1.70M | 0.00% | ↗ |
| 34 | 2012 | T. M. Martin Chief Financial Officer And Treasurer | 315.0K | — | — | — | 399.3K | 76.6K | 1.19M | 0.00% | ↗ |
| 35 | 2012 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 280.0K | — | — | — | 300.3K | 61.9K | 942.2K | 0.00% | ↗ |
| 36 | 2012 | J. P. Foster Senior Vice President, Chief Legal Officer and | 280.0K | — | — | — | 300.3K | 61.9K | 942.2K | 0.00% | ↗ |
| 37 | 2011 | D. Jernigan Former Chief Executive Officer | 610.0K | — | — | — | 1.05M | 87.4K | 3.00M | 0.00% | ↗ |
| 38 | 2011 | C. P. Marr President and Chief Executive Officer | 410.0K | 51.0K | — | — | 564.1K | 95.3K | 1.67M | 0.00% | ↗ |
| 39 | 2011 | T. M. Martin Chief Financial Officer And Treasurer | 275.0K | — | — | — | 283.8K | 69.5K | 968.2K | 0.00% | ↗ |
| 40 | 2011 | J. P. Foster Senior Vice President, Chief Legal Officer and Secretary | 255.0K | — | — | — | 241.2K | 54.5K | 850.6K | 0.00% | ↗ |
| 41 | 2007 | D. Jernigan President and Chief Executive Officer Since April 24, 2006 | 610.0K | — | 170.7K | 388.5K | 274.5K | 50.8K | 1.49M | 37.42% | ↗ |
| 42 | 2007 | C. P. Marr Chief Financial Officer Since June 5, 2006 | 410.0K | — | 325.0K | 130.3K | 119.9K | 87.7K | 1.07M | 42.43% | ↗ |
| 43 | 2007 | K. A. Weigand Executive Vice President, General Counsel and Secretary Since February 22, 2006 | 330.0K | — | 72.5K | 58.0K | 96.5K | 40.3K | 597.3K | 21.85% | ↗ |
| 44 | 2007 | S. R. Nichols Senior Vice President, Operations Since July 10, 2006 | 275.0K | — | 65.2K | 90.4K | 68.1K | 46.7K | 545.4K | 28.54% | ↗ |
| 45 | 2007 | T. M. Martin Senior Vice President and Chief Accounting Officer Since December 11, 2006 | 237.5K | — | 73.8K | 38.3K | 55.7K | 43.3K | 448.6K | 24.99% | ↗ |
| 46 | 2006 | Tedd D. Towsley, Vice President and Treasurer | 133.2K | — | 243.0K | 115.4K | — | 1.44M | 1.93M | 18.58% | ↗ |
| 47 | 2006 | Dean Jernigan President and Chief Executive Officer Since April 24, 2006 | 274.4K | 561.0K | — | 134.1K | — | 16.9K | 986.4K | 13.59% | ↗ |
| 48 | 2006 | D. Jernigan President and Chief Executive Officer Since April 24, 2006 | 274.4K | 561.0K | — | 134.1K | — | 16.9K | 986.4K | 13.59% | ↗ |
| 49 | 2006 | Steven G. Osgood, President and Chief Financial Officer | 119.0K | — | — | 40.8K | — | 667.9K | 827.6K | 4.93% | ↗ |
| 50 | 2006 | Christopher P. Marr Chief Financial Officer Since June 5, 2006 | 214.6K | 300.0K | 161.6K | 28.5K | — | 42.5K | 747.1K | 25.44% | ↗ |
| 51 | 2006 | C. P. Marr Chief Financial Officer Since June 5, 2006 | 214.6K | 300.0K | 161.6K | 28.5K | — | 42.5K | 747.1K | 25.44% | ↗ |
| 52 | 2006 | Todd C. Amsdell, Chief Operating Officer | 374.1K | — | 67.9K | 111.6K | — | 120.8K | 674.4K | 26.62% | ↗ |
| 53 | 2006 | Kathleen A. Weigand Executive Vice President, General Counsel and Secretary Since February 22, 2006 | 230.6K | 200.0K | 18.2K | — | — | 5.1K | 453.9K | 4.02% | ↗ |
| 54 | 2006 | K. A. Weigand Executive Vice President, General Counsel and Secretary Since February 22, 2006 | 230.6K | 200.0K | 18.2K | — | — | 5.1K | 453.9K | 4.02% | ↗ |
| 55 | 2006 | Robert J. Amsdell, Chairman and Chief Executive Officer | 127.7K | — | — | — | — | 260.8K | 388.5K | 0.00% | ↗ |
| 56 | 2006 | S. R. Nichols Senior Vice President, Operations Since July 10, 2006 | 106.9K | 40.0K | 6.6K | 15.4K | — | 10.5K | 179.5K | 12.29% | ↗ |
| 57 | 2006 | Stephen R. Nichols Senior Vice President, Operations Since July 10, 2006 | 106.9K | 40.0K | 6.6K | 15.4K | — | 10.5K | 179.5K | 12.29% | ↗ |
| 58 | 2005 | Robert J. Amsdell, Chairman and Chief | 200.0K | 800.0K | — | — | — | — | 1.00M | 0.00% | ↗ |
| 59 | 2005 | Todd C. Amsdell, Chief Operating | 350.0K | 500.0K | — | — | — | 2.8K | 852.8K | 0.00% | ↗ |
| 60 | 2005 | Steven G. Osgood, President and Chief | 350.0K | 500.0K | — | — | — | 2.8K | 852.8K | 0.00% | ↗ |
| 61 | 2005 | Tedd D. Towsley, Vice President | 200.0K | 250.0K | — | — | — | 2.8K | 452.8K | 0.00% | ↗ |
| 62 | 2004 | Todd C. Amsdell, Chief Operating | 68.4K | 1.15M | — | — | — | 2.6K | 1.22M | 0.00% | ↗ |
| 63 | 2004 | Steven G. Osgood, President and Chief | 68.4K | 1.15M | — | — | — | 2.6K | 1.22M | 0.00% | ↗ |
| 64 | 2004 | Steven G. Osgood, President and Chief Financial Officer | 68.4K | 1.15M | — | 200.0K | — | 1.2K | 1.22M | 16.40% | ↗ |
| 65 | 2004 | Todd C. Amsdell, Chief Operating Officer | 68.4K | 1.15M | — | 200.0K | — | 1.2K | 1.22M | 16.40% | ↗ |
| 66 | 2004 | Tedd D. Towsley, Vice President | 39.1K | 400.0K | — | — | — | 2.6K | 441.7K | 0.00% | ↗ |
| 67 | 2004 | Tedd D. Towsley, Vice President and Treasurer | 39.1K | 400.0K | — | 100.0K | — | 1.2K | 440.2K | 22.72% | ↗ |
| 68 | 2004 | Robert J. Amsdell, Chairman and Chief Executive Officer | 35.3K | — | — | — | — | 1.2K | 36.5K | 0.00% | ↗ |
| 69 | 2004 | Robert J. Amsdell, Chairman and Chief | 35.3K | — | — | — | — | — | 35.3K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher Marr | Chief Executive Officer, President & Trustee | 4M | male |
| Timothy Martin | Chief Financial Officer & Treasurer | 2M | male |
| Jeffrey Foster | Senior Vice President, Chief Legal Officer & Secretary | 1M | male |
| Jennifer Schulte | Chief Human Resources Officer | 851.7K | female |
| Amy Cross | Executive Vice President of Technology, Data Science & Marketing | — | female |
| Joshua Schutzer | Vice President of Finance & Head of Investor Relations | — | male |
| Matthew D. DeNarie | Senior Vice President & Chief Accounting Officer | — | male |
| Guy Middlebrooks | Executive Vice President of Operations | — | male |
ESG Rating
ESG Score History REIT - INDUSTRIAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2023-09-21 | 2023-10-20 | Pete Ricketts | NE | Spouse | Sale (Full) | $50,001 - $100,000 | ↗ |
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-08-13 | 2025-09-15 | Lisa McClain | MI09 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-08-04 | 2025-09-15 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-07-12 | 2023-08-13 | Daniel Goldman | NY10 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-03 | 2022-12-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for CUBE
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.
