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Donnelley Financial Solutions, Inc. (DFIN)
USD45.25
+0.59 (+1.32%)
US NYSE Financial Services Financial - Capital Markets
Address
35 West Wacker Drive 60601-4301
Lancaster, PA, US
Lancaster, PA, US
CEO
Daniel N. Leib
Website
dfinsolutions.com
IPO
2016-09-26
CIK 1669811 ISIN US25787G1004
Description
Donnelley Financial Solutions, Inc. (DFIN) is an international firm specializing in risk management and regulatory compliance solutions. The company organizes its operations across four distinct segments: Capital Markets Software Solutions (CM-SS), Capital Markets Compliance and Communications Management (CM-CCM), Investment Companies Software Solutions (IC-SS), and Investment Companies Compliance and Communications Management (IC-CCM). The CM-SS segment offers software platforms such as Venue, ActiveDisclosure, and eBrevia. These tools assist both public and private entities in managing various transaction processes, extracting and analyzing contractual data, facilitating collaboration, and handling the tagging, validation, and submission of documents to the SEC. CM-CCM provides technology-driven services, coupled with printing and distribution solutions, to public and private businesses. This support is crucial for executing deals and fulfilling SEC regulatory requirements. IC-SS furnishes investment companies with the Arc Suite, a comprehensive, cloud-based platform encompassing a full set of tools and services. This platform acts as a self-service central hub for the storage, management, access, assembly, editing, translation, rendering, and submission of critical compliance and regulatory documents to various oversight bodies. Finally, IC-CCM delivers technology-powered services for the creation and submission of regulatory and investor communications. This includes specialized XBRL filings, as mandated by the Investment Act, which are channeled through the SEC EDGAR system. Additionally, this segment offers comprehensive, end-to-end proxy services, covering everything from initial discovery and strategic planning to implementation, print and mail management, solicitation, tabulation, shareholder meeting analysis, and expert advisory support. Donnelley Financial Solutions, Inc. was established in 1983 and maintains its corporate headquarters in Chicago, Illinois.
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
USD45.25
+0.59 (+1.32%)
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Volume Profile
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Liquidity & share structure
Average Volume
326.4K
Beta
0.72
Float Shares
24.32M
Free Float %
85.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.13% | -8.62% | -17.03% | +3.73% | -12.71% | -13.09% | -26.72% | -8.29% | +59.32% | +74.54% | +74.54% |
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 (10 ratings, all time)
Buy
Price Targets & DCF
Current price
45.25
Low
62.00
+37.0%
Consensus
62.00
+37.0%
Median
62.00
+37.0%
High
62.00
+37.0%
DCF (Unlevered)
68.65
+51.7%
DCF (Levered)
78.40
+73.3%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
62.00
+37.0%
|
| Last Quarter | 1 |
62.00
+37.0%
|
| Last Year | 4 |
63.75
+40.9%
|
| All Time | 9 |
66.56
+47.1%
|
Quality scores
Altman Z-Score
3.61
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%-1.9% Q1'26: +2.2% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%-62.4% Q1'26: +21.0% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-1.5% Q1'26: -7.8% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+7.4% Q1'26: +23.9% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+8.0% ★ Q1'26: +24.8% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%-6.6% ★ Q1'26: -10.8% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×1.48× Q1'26: 0.89× (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 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 2 Rev. Ana. 2 EPS Ana. |
Dec 2027 2 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
983.50M
est: 988.50M (-0.5%)
|
1.00B
est: 1.00B (+0.2%)
|
963.00M
est: 971.60M (-0.9%)
|
874.70M
est: 878.30M (-0.4%)
|
894.50M
est: 865.27M (+3.4%)
|
993.30M
est: 989.53M (+0.4%)
|
833.60M
est: 842.23M (-1.0%)
|
797.20M
est: 802.60M (-0.7%)
|
781.90M
est: 794.81M (-1.6%)
|
767.00M
est: 749.75M (+2.3%)
|
777.10M
774.36M – 779.81M
+3.6% YoY
|
808.20M
805.35M – 811.02M
+4.0% YoY
|
| EBITDA |
149.30M
est: 223.86M (-33.3%)
|
143.60M
est: 132.02M (+8.8%)
|
185.20M
est: 160.54M (+15.4%)
|
157.80M
est: 156.37M (+0.9%)
|
82.20M
est: 78.81M (+4.3%)
|
275.20M
est: 188.36M (+46.1%)
|
212.00M
est: 215.52M (-1.6%)
|
192.00M
est: 192.79M (-0.4%)
|
209.70M
est: 190.92M (+9.8%)
|
123.20M
est: 180.10M (-31.6%)
|
186.67M
186.01M – 187.32M
+3.6% YoY
|
194.14M
193.45M – 194.81M
+4.0% YoY
|
| EBIT |
106.00M
est: 145.67M (-27.2%)
|
99.10M
est: 90.32M (+9.7%)
|
139.40M
est: 92.35M (+51.0%)
|
86.10M
est: 85.84M (+0.3%)
|
8.00M
est: 8.94M (-10.6%)
|
217.60M
est: 150.68M (+44.4%)
|
149.30M
est: 170.43M (-12.4%)
|
119.90M
est: 128.79M (-6.9%)
|
140.20M
est: 127.54M (+9.9%)
|
57.10M
est: 120.31M (-52.5%)
|
124.70M
124.26M – 125.13M
+3.6% YoY
|
129.69M
129.23M – 130.14M
+4.0% YoY
|
| Net Income |
59.10M
est: 51.94M (+13.8%)
|
9.70M
est: 3.65M (+165.5%)
|
73.60M
est: 50.52M (+45.7%)
|
37.60M
est: 38.84M (-3.2%)
|
-25.90M
est: -15.55M (-66.5%)
|
145.90M
est: 99.19M (+47.1%)
|
102.50M
est: 114.81M (-10.7%)
|
82.20M
est: 101.94M (-19.4%)
|
92.40M
est: 99.81M (-7.4%)
|
32.40M
est: 113.36M (-71.4%)
|
134.32M
133.71M – 134.94M
+18.5% YoY
|
148.42M
147.75M – 149.10M
+10.5% YoY
|
| SGA |
210.80M
est: 325.89M (-35.3%)
|
236.20M
est: 257.64M (-8.3%)
|
258.20M
est: 286.76M (-10.0%)
|
205.80M
est: 238.02M (-13.5%)
|
264.80M
est: 243.01M (+9.0%)
|
307.70M
est: 221.20M (+39.1%)
|
264.00M
est: 263.48M (+0.2%)
|
282.10M
est: 275.24M (+2.5%)
|
290.90M
est: 272.57M (+6.7%)
|
277.90M
est: 257.12M (+8.1%)
|
266.50M
265.56M – 267.43M
+3.6% YoY
|
277.16M
276.19M – 278.13M
+4.0% YoY
|
| EPS |
1.81
est: 1.72 (+5.2%)
|
0.29
est: 1.53 (-81.1%)
|
2.18
est: 2.18 (+0.1%)
|
1.10
est: 0.95 (+16.1%)
|
-0.76
est: 0.36 (-311.1%)
|
4.36
est: 4.40 (-0.8%)
|
3.33
est: 3.35 (-0.6%)
|
2.81
est: 3.61 (-22.3%)
|
3.16
est: 3.54 (-10.7%)
|
1.18
est: 4.02 (-70.6%)
|
4.76
4.74 – 4.78
+18.5% YoY
|
5.26
5.24 – 5.29
+10.5% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | DA Davidson | Buy | Buy | Maintain |
| 2026-04-16 | DA Davidson | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-04-15 | B | 3/5 | 5/5 | 3/5 | 5/5 | 2/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
139.13M
OE per share TTM
4.87
Owner's Yield
13.34%
Maintenance CapEx ratio
30.29%
Maint CapEx / Avg PPE
5.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
66
Total invested
170.82M
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | R. R. Donnelley & Sons Company | 6.24M | 19.25% | — | — | 6.24M | — | CO | Delaware | 2017-02-13 | ↗ |
| 2 | (1) BlackRock, Inc. | 4.19M | 14.40% | — | — | — | — | HC | Delaware | 2023-01-20 | ↗ |
| 3 | JEFFREY JACOBOWITZ | 3.84M | 13.20% | — | — | 3.84M | — | IN | — | 2022-11-14 | ↗ |
| 4 | SIMCOE CAPITAL MANAGEMENT, LLC | 3.79M | 13.00% | — | — | 3.79M | — | OO | — | 2022-11-14 | ↗ |
| 5 | SIMCOE MANAGEMENT COMPANY, LLC | 3.63M | 12.50% | — | — | 3.63M | — | OO | — | 2022-11-14 | ↗ |
| 6 | SIMCOE PARTNERS, L.P. | 3.44M | 11.80% | — | — | 3.44M | — | PN | — | 2022-11-14 | ↗ |
| 7 | The Vanguard Group | 2.31M | 7.07% | 15.7K | 1.3K | 2.29M | 15.7K | IA | Pennsylvania | 2017-02-09 | ↗ |
| 8 | Fidelity Small Cap Value Fund | 1.81M | 5.31% | 1.81M | — | — | — | IV | Delaware | 2019-04-10 | ↗ |
| 9 | Gates Capital Management GP, LLC | 276.6K | 0.80% | — | 276.6K | — | — | OO | Delaware | 2018-02-14 | ↗ |
| 10 | Gates Capital Management, Inc. | 276.6K | 0.80% | — | 276.6K | — | — | IA, CO | Delaware | 2018-02-14 | ↗ |
| 11 | Jeffrey L. Gates | 276.6K | 0.80% | — | 276.6K | — | — | IN | United States Citizen | 2018-02-14 | ↗ |
| 12 | SIMCOE SELECT, L.P. | 194.2K | 1.00% | — | — | 194.2K | — | PN | — | 2022-11-14 | ↗ |
| 13 | SDR PARTNERS, LLC | 163.4K | 1.00% | — | — | 163.4K | — | OO | — | 2022-11-14 | ↗ |
| 14 | 13G | — | 0.00% | — | — | — | — | CO | Delaware | 2018-02-12 | ↗ |
| 15 | Abigail P. Johnson | — | 0.00% | — | — | — | — | IN | Delaware | 2020-04-10 | ↗ |
| 16 | FMR LLC | — | 0.00% | — | — | — | — | HC | Delaware | 2020-04-10 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
66
-169 vs prev Q
New positions
4
Closed positions
173
Increased
28
Reduced
22
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 | BLACKROCK, INC. | 3.95M -61.3K (-1.5%) | 184.24M -21.9M (-10.6%) | 14.35% -0.118 pp | 0.00% -0.001 pp | USD65.29 -28.5% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 1.83M -36.4K (-2.0%) | 85.48M -10.6M (-11.0%) | 6.66% -0.084 pp | 0.00% 0.000 pp | USD25.81 +80.9% | 37 qtrs — |
| 3 | THRIVENT FINANCIAL FOR LUTHERANS | 1.24M +1.6K (+0.1%) | 57.85M -5.8M (-9.1%) | 4.44% -0.026 pp | 0.10% -0.023 pp | USD43.91 +6.3% | 33 qtrs — |
| 4 | STATE STREET CORP | 1.21M -11.8K (-1.0%) | 56.28M -6.3M (-10.1%) | 4.38% -0.011 pp | 0.00% 0.000 pp | USD31.15 +49.9% | 37 qtrs — |
| 5 | SIMCOE CAPITAL MANAGEMENT, LLC | 1.05M -137.4K (-11.6%) | 49.01M -12.0M (-19.7%) | 3.76% -0.523 pp | 8.77% -0.081 pp | USD31.35 +48.9% | 31 qtrs — |
| 6 | MORGAN STANLEY | 1.05M -254.2K (-19.5%) | 48.91M -18.0M (-26.9%) | 3.81% -0.890 pp | 0.00% -0.001 pp | USD46.26 +0.9% | 38 qtrs — |
| 7 | ALBERTA INVESTMENT MANAGEMENT CORP | 879.6K +529.6K (+151.3%) | 41.07M +23.1M (+128.2%) | 3.20% +1.935 pp | 0.24% +0.115 pp | USD43.97 +6.2% | 37 qtrs — |
| 8 | MAWER INVESTMENT MANAGEMENT LTD. | 859.6K -4.1K (-0.5%) | 40.13M -4.3M (-9.6%) | 3.08% -0.037 pp | 0.22% -0.006 pp | USD51.47 -9.3% | 13 qtrs — |
| 9 | WESTWOOD HOLDINGS GROUP INC | 778.3K +52.8K (+7.3%) | 36.34M -974.1K (-2.6%) | 2.96% +0.340 pp | 0.30% +0.029 pp | USD59.12 -21.0% | 3 qtrs — |
| 10 | RICE HALL JAMES & ASSOCIATES, LLC | 765.9K +6.9K (+0.9%) | 35.76M -3.3M (-8.4%) | 2.91% +0.172 pp | 1.97% -0.160 pp | USD31.54 +48.0% | 20 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 696.7K -3.2K (-0.5%) | 32.53M -3.5M (-9.6%) | 2.50% -0.030 pp | 0.01% -0.001 pp | USD19.05 +145.1% | 37 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 609.7K -20.8K (-3.3%) | 28.47M -4.0M (-12.2%) | 2.22% -0.059 pp | 0.00% 0.000 pp | USD30.89 +51.1% | 37 qtrs — |
| 13 | ROYCE & ASSOCIATES LP | 590.1K +156.1K (+36.0%) | 27.55M +5.2M (+23.4%) | 2.12% +0.548 pp | 0.28% +0.057 pp | USD51.22 -8.8% | 32 qtrs — |
| 14 | FRONTIER CAPITAL MANAGEMENT CO LLC | 572.3K -5.1K (-0.9%) | 26.72M -3.0M (-10.0%) | 2.18% +0.092 pp | 0.28% +0.017 pp | USD58.77 -20.6% | 5 qtrs — |
| 15 | BOSTON TRUST WALDEN CORP | 519.9K -214.0K (-29.2%) | 24.27M -13.5M (-35.7%) | 1.86% -0.786 pp | 0.18% -0.094 pp | USD58.88 -20.7% | 10 qtrs — |
| 16 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 518.8K +41.0K (+8.6%) | 24.22M -352.3K (-1.4%) | 1.86% +0.135 pp | 0.07% +0.004 pp | USD46.34 +0.8% | 12 qtrs — |
| 17 | SHAPIRO CAPITAL MANAGEMENT LLC | 492.5K -218.9K (-30.8%) | 22.99M -13.6M (-37.2%) | 1.87% -0.696 pp | 1.21% -0.371 pp | USD55.18 -15.4% | 5 qtrs — |
| 18 | ALLIANCEBERNSTEIN L.P. | 485.2K -54.5K (-10.1%) | 22.65M -5.1M (-18.4%) | 1.84% -0.104 pp | 0.01% -0.002 pp | USD59.81 -21.9% | 37 qtrs — |
| 19 | NORTHERN TRUST CORP | 417.9K -75.7K (-15.3%) | 19.51M -5.9M (-23.1%) | 1.50% -0.284 pp | 0.00% -0.001 pp | USD37.69 +23.9% | 38 qtrs — |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 391.9K +27.0 (+0.0%) | 18.30M -1.9M (-9.2%) | 1.40% -0.010 pp | 0.00% 0.000 pp | USD27.28 +71.2% | 37 qtrs — |
| 21 | JPMORGAN CHASE & CO | 366.4K +8.1K (+2.3%) | 17.11M -1.3M (-7.2%) | 1.31% +0.020 pp | 0.00% +0.000 pp | USD37.81 +23.5% | 37 qtrs — |
| 22 | LOOMIS SAYLES & CO L P | 293.8K +22.1K (+8.1%) | 13.72M -256.2K (-1.8%) | 1.05% +0.072 pp | 0.02% 0.000 pp | USD48.68 -4.1% | 4 qtrs — |
| 23 | FULLER & THALER ASSET MANAGEMENT, INC. | 290.4K +57.1K (+24.5%) | 13.56M +1.6M (+13.0%) | 1.06% +0.214 pp | 0.05% +0.005 pp | USD36.05 +29.5% | 23 qtrs — |
| 24 | PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 245.7K +— (+0.0%) | 11.47M -1.2M (-9.2%) | 0.89% +0.007 pp | 0.04% -0.004 pp | USD58.26 -19.9% | 37 qtrs — |
| 25 | ACCESS INVESTMENT MANAGEMENT LLC | 219.6K +— (+0.0%) | 11.30M +— (+0.0%) | 0.79% -0.006 pp | 3.04% +0.000 pp | USD61.63 -24.2% | 3 qtrs — |
| 26 | GOLDMAN SACHS GROUP INC | 199.4K +61.9K (+45.0%) | 9.31M +2.2M (+31.6%) | 0.73% +0.229 pp | 0.00% +0.000 pp | USD47.52 -1.7% | 37 qtrs — |
| 27 | WINMILL & CO. INC | 195.9K -47.1K (-19.4%) | 9.14M -3.4M (-26.8%) | 0.70% -0.175 pp | 2.44% -0.591 pp | USD53.49 -12.7% | 5 qtrs — |
| 28 | ABRDN PLC | 191.7K -138.5K (-42.0%) | 8.95M -8.0M (-47.3%) | 0.69% -0.505 pp | 0.01% -0.013 pp | USD45.07 +3.6% | 17 qtrs — |
| 29 | D. E. SHAW & CO., INC. | 173.0K +60.5K (+53.8%) | 8.08M +2.3M (+39.6%) | 0.62% +0.214 pp | 0.00% +0.001 pp | USD38.46 +21.4% | 37 qtrs — |
| 30 | BANK OF AMERICA CORP /DE/ | 162.6K -8.7K (-5.1%) | 7.59M -1.2M (-13.8%) | 0.59% -0.027 pp | 0.00% +0.000 pp | USD50.05 -6.7% | 37 qtrs — |
| 31 | BANK OF NEW YORK MELLON CORP | 151.8K -13.0K (-7.9%) | 7.09M -1.4M (-16.4%) | 0.54% -0.051 pp | 0.00% 0.000 pp | USD24.58 +90.0% | 37 qtrs — |
| 32 | MARATHON ASSET MANAGEMENT LTD | 136.2K -13.2K (-8.9%) | 6.36M -1.3M (-17.3%) | 0.49% -0.051 pp | 0.24% -0.038 pp | USD43.60 +7.1% | 12 qtrs — |
| 33 | UBS GROUP AG | 134.4K +87.7K (+188.1%) | 6.27M +3.9M (+161.6%) | 0.49% +0.320 pp | 0.00% +0.001 pp | USD47.37 -1.4% | 37 qtrs — |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 126.7K -6.1K (-4.6%) | 5.92M -915.6K (-13.4%) | 0.45% -0.025 pp | 0.00% 0.000 pp | USD25.73 +81.5% | 37 qtrs — |
| 35 | JANE STREET GROUP, LLC | 109.5K +20.9K (+23.6%) | 5.11M +555.0K (+12.2%) | 0.40% +0.078 pp | 0.00% +0.000 pp | USD49.24 -5.2% | 19 qtrs — |
| 36 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 103.0K -20.0K (-16.2%) | 4.81M -1.5M (-24.0%) | 0.39% -0.052 pp | 0.02% -0.005 pp | USD51.94 -10.1% | 37 qtrs — |
| 37 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 91.9K -15.4K (-14.4%) | 4.29M -1.2M (-22.3%) | 0.33% -0.058 pp | 0.01% -0.006 pp | USD44.88 +4.0% | 37 qtrs — |
| 38 | MILLENNIUM MANAGEMENT LLC | 91.4K +83.6K (+1,080.9%) | 4.27M +3.9M (+972.1%) | 0.33% +0.304 pp | 0.00% +0.002 pp | USD47.80 -2.3% | 37 qtrs — |
| 39 | INVESCO LTD. | 86.7K -317.6K (-78.5%) | 4.05M -16.7M (-80.5%) | 0.32% -1.144 pp | 0.00% -0.003 pp | USD55.95 -16.6% | 37 qtrs — |
| 40 | NUVEEN, LLC | 83.9K -1.9K (-2.2%) | 3.92M -494.8K (-11.2%) | 0.30% -0.005 pp | 0.00% 0.000 pp | USD43.71 +6.8% | 4 qtrs — |
| 41 | RUSSELL INVESTMENTS GROUP, LTD. | 81.0K +22.0K (+37.2%) | 3.78M +745.1K (+24.5%) | 0.29% +0.077 pp | 0.00% +0.001 pp | USD47.95 -2.6% | 29 qtrs — |
| 42 | UBS ASSET MANAGEMENT AMERICAS INC | 76.0K +1.5K (+2.1%) | 3.55M -280.9K (-7.3%) | 0.27% +0.004 pp | 0.00% 0.000 pp | USD52.09 -10.4% | 19 qtrs — |
| 43 | RHUMBLINE ADVISERS | 73.2K -6.3K (-8.0%) | 3.42M -672.6K (-16.4%) | 0.27% -0.021 pp | 0.00% -0.001 pp | USD23.69 +97.1% | 37 qtrs — |
| 44 | KING LUTHER CAPITAL MANAGEMENT CORP | 72.5K +17.5K (+31.9%) | 3.39M +558.0K (+19.7%) | 0.26% +0.061 pp | 0.01% +0.002 pp | USD58.00 -19.5% | 3 qtrs — |
| 45 | ISTHMUS PARTNERS, LLC | 71.1K +12.7K (+21.7%) | 3.32M +3.3M (+110,397.1%) | 0.25% +0.044 pp | 0.37% +0.368 pp | USD50.09 -6.8% | 4 qtrs — |
| 46 | GLOBEFLEX CAPITAL L P | 68.5K +— (+0.0%) | 3.20M -324.7K (-9.2%) | 0.25% -0.002 pp | 0.49% -0.053 pp | USD28.98 +61.1% | 20 qtrs — |
| 47 | LEGAL & GENERAL GROUP PLC | 68.2K -3.1K (-4.3%) | 3.18M -480.6K (-13.1%) | 0.24% -0.013 pp | 0.00% 0.000 pp | USD27.70 +68.6% | 37 qtrs — |
| 48 | CRESSET ASSET MANAGEMENT, LLC | 65.2K -46.0 (-0.1%) | 3.05M -311.5K (-9.3%) | 0.23% -0.002 pp | 0.01% -0.001 pp | USD48.60 -3.9% | 15 qtrs — |
| 49 | BALYASNY ASSET MANAGEMENT L.P. | 62.9K +62.9K (+100.0%) | 2.94M +2.9M (+100.0%) | 0.23% +0.226 pp | 0.00% +0.004 pp | USD46.69 +0.0% | 1 qtrs NEW |
| 50 | PRUDENTIAL FINANCIAL INC | 61.6K +3.3K (+5.6%) | 2.88M -124.8K (-4.2%) | 0.22% +0.013 pp | 0.00% 0.000 pp | USD48.50 -3.7% | 37 qtrs — |
| 51 | MAN GROUP PLC | 59.9K -8.3K (-12.2%) | 2.80M -713.3K (-20.3%) | 0.21% -0.032 pp | 0.00% -0.001 pp | USD58.00 -19.5% | 13 qtrs — |
| 52 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 61.3K -17.3K (-22.1%) | 2.80M -1.3M (-31.5%) | 0.22% -0.061 pp | 0.00% -0.002 pp | USD53.89 -13.4% | 17 qtrs — |
| 53 | BRIDGE CITY CAPITAL, LLC | 57.3K -7.0K (-10.9%) | 2.68M -633.0K (-19.1%) | 0.21% -0.027 pp | 0.79% -0.097 pp | USD60.84 -23.3% | 9 qtrs — |
| 54 | TWO SIGMA INVESTMENTS, LP | 56.7K -97.1K (-63.1%) | 2.65M -5.3M (-66.5%) | 0.21% -0.349 pp | 0.00% -0.008 pp | USD53.72 -13.1% | 12 qtrs — |
| 55 | JANNEY MONTGOMERY SCOTT LLC | 53.8K -2.4K (-4.2%) | 2.51M -376.0K (-13.0%) | 0.19% -0.010 pp | 0.01% -0.001 pp | USD62.19 -24.9% | 18 qtrs — |
| 56 | FISHER ASSET MANAGEMENT, LLC | 52.7K -13.8K (-20.7%) | 2.46M -958.3K (-28.0%) | 0.19% -0.051 pp | 0.00% 0.000 pp | USD39.26 +18.9% | 15 qtrs — |
| 57 | SWISS NATIONAL BANK | 51.6K +700.0 (+1.4%) | 2.41M -208.6K (-8.0%) | 0.18% +0.001 pp | 0.00% 0.000 pp | USD36.30 +28.6% | 19 qtrs — |
| 58 | VILLANOVA INVESTMENT MANAGEMENT CO LLC | 50.6K +50.6K (+100.0%) | 2.36M +2.4M (+100.0%) | 0.18% +0.184 pp | 1.67% +1.666 pp | USD46.69 +0.0% | 1 qtrs NEW |
| 59 | HARBOR CAPITAL ADVISORS, INC. | 50.5K +10.4K (+25.8%) | 2.36M +293.0K (+14.2%) | 0.18% +0.036 pp | 0.18% +0.023 pp | USD55.57 -16.0% | 5 qtrs — |
| 60 | ASSETMARK, INC | 50.1K +800.0 (+1.6%) | 2.34M -196.6K (-7.7%) | 0.18% +0.002 pp | 0.00% -0.001 pp | USD48.62 -4.0% | 17 qtrs — |
| 61 | AMERICAN CENTURY COMPANIES INC | 49.4K -13.0K (-20.8%) | 2.30M -902.7K (-28.1%) | 0.18% -0.048 pp | 0.00% -0.001 pp | USD30.13 +55.0% | 35 qtrs — |
| 62 | AMERIPRISE FINANCIAL INC | 48.4K -6.1K (-11.1%) | 2.26M -542.1K (-19.3%) | 0.17% -0.023 pp | 0.00% 0.000 pp | USD32.39 +44.1% | 37 qtrs — |
| 63 | FIRST TRUST ADVISORS LP | 46.5K +15.0K (+47.7%) | 2.17M +551.6K (+34.0%) | 0.17% +0.053 pp | 0.00% +0.000 pp | USD52.38 -10.9% | 11 qtrs — |
| 64 | CITADEL ADVISORS LLC | 46.1K +9.8K (+27.0%) | 2.15M +285.3K (+15.3%) | 0.17% +0.037 pp | 0.00% +0.000 pp | USD54.93 -15.0% | 25 qtrs — |
| 65 | MORAN WEALTH MANAGEMENT, LLC | 44.4K -3.1K (-6.5%) | 2.07M -369.5K (-15.1%) | 0.16% -0.012 pp | 0.06% -0.010 pp | USD43.71 +6.8% | 4 qtrs — |
| 66 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 43.9K -4.6K (-9.6%) | 2.05M -447.0K (-17.9%) | 0.16% -0.018 pp | 0.00% -0.001 pp | USD22.86 +104.2% | 37 qtrs — |
| 67 | BARCLAYS PLC | 39.9K -35.5K (-47.1%) | 1.86M -3.1M (-62.5%) | 0.14% -0.127 pp | 0.00% -0.001 pp | USD56.80 -17.8% | 37 qtrs — |
| 68 | TWO SIGMA ADVISERS, LP | 39.4K -73.0K (-64.9%) | 1.84M -3.9M (-68.2%) | 0.14% -0.263 pp | 0.00% -0.008 pp | USD58.32 -19.9% | 35 qtrs — |
| 69 | VERITION FUND MANAGEMENT LLC | 37.9K +37.9K (+100.0%) | 1.77M +1.8M (+100.0%) | 0.14% +0.136 pp | 0.01% +0.007 pp | USD46.69 +0.0% | 1 qtrs NEW |
| 70 | PRICE T ROWE ASSOCIATES INC /MD/ | 36.8K -356.9K (-90.6%) | 1.72M -18.5M (-91.5%) | 0.14% -1.281 pp | 0.00% -0.002 pp | USD59.59 -21.6% | 37 qtrs — |
| 71 | PNC FINANCIAL SERVICES GROUP, INC. | 34.9K -1.6K (-4.3%) | 1.63M -246.1K (-13.1%) | 0.13% -0.005 pp | 0.00% 0.000 pp | USD57.31 -18.5% | 37 qtrs — |
| 72 | DEUTSCHE BANK AG\ | 34.1K +1.2K (+3.8%) | 1.59M -98.1K (-5.8%) | 0.12% +0.004 pp | 0.00% +0.000 pp | USD51.26 -8.9% | 38 qtrs — |
| 73 | XTX TOPCO LTD | 32.2K +19.0K (+143.2%) | 1.50M +822.0K (+120.8%) | 0.12% +0.069 pp | 0.04% +0.004 pp | USD48.64 -4.0% | 8 qtrs — |
| 74 | WELLS FARGO & COMPANY/MN | 29.3K +11.1K (+61.4%) | 1.37M +434.0K (+46.6%) | 0.11% +0.041 pp | 0.00% +0.000 pp | USD49.34 -5.4% | 37 qtrs — |
| 75 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 29.0K +10.2K (+54.7%) | 1.35M +389.5K (+40.4%) | 0.10% +0.036 pp | 0.29% +0.017 pp | USD49.75 -6.2% | 2 qtrs — |
| 76 | WEDGE CAPITAL MANAGEMENT L L P/NC | 27.8K -268.0 (-1.0%) | 1.30M -145.8K (-10.1%) | 0.10% -0.002 pp | 0.02% -0.001 pp | USD24.76 +88.6% | 30 qtrs — |
| 77 | LEGATO CAPITAL MANAGEMENT LLC | 26.8K +3.4K (+14.5%) | 1.25M +47.9K (+4.0%) | 0.10% +0.012 pp | 0.11% -0.023 pp | USD54.60 -14.5% | 13 qtrs — |
| 78 | NUMERAI GP LLC | 26.6K +14.7K (+122.6%) | 1.24M +627.9K (+102.0%) | 0.10% +0.058 pp | 0.15% +0.063 pp | USD47.19 -1.1% | 4 qtrs — |
| 79 | CREATIVE PLANNING | 26.4K +5.4K (+25.5%) | 1.23M +150.4K (+13.9%) | 0.09% +0.019 pp | 0.00% +0.000 pp | USD52.48 -11.0% | 5 qtrs — |
| 80 | AQR CAPITAL MANAGEMENT LLC | 26.1K +2.4K (+9.9%) | 1.22M -2.4K (-0.2%) | 0.09% +0.008 pp | 0.00% 0.000 pp | USD48.21 -3.2% | 22 qtrs — |
| 81 | FRANKLIN RESOURCES INC | 25.9K +12.2K (+89.9%) | 1.21M +507.0K (+72.4%) | 0.09% +0.044 pp | 0.00% +0.000 pp | USD52.65 -11.3% | 3 qtrs — |
| 82 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25.3K -89.0 (-0.4%) | 1.18M -124.7K (-9.5%) | 0.09% -0.001 pp | 0.00% 0.000 pp | USD24.10 +93.7% | 37 qtrs — |
| 83 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 24.1K +24.1K (+100.0%) | 1.12M +1.1M (+100.0%) | 0.09% +0.086 pp | 0.00% +0.001 pp | USD46.69 +0.0% | 24 qtrs — |
| 84 | NEW YORK STATE COMMON RETIREMENT FUND | 22.3K +— (+0.0%) | 1.04M -105.8K (-9.2%) | 0.08% -0.001 pp | 0.00% 0.000 pp | USD53.79 -13.2% | 37 qtrs — |
| 85 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 22.2K +7.1K (+47.1%) | 1.03M +259.0K (+33.4%) | 0.08% +0.025 pp | 0.01% +0.003 pp | USD28.17 +65.7% | 37 qtrs — |
| 86 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 22.2K -10.6K (-32.4%) | 1.03M -649.0K (-38.6%) | 0.08% -0.039 pp | 0.00% -0.001 pp | USD26.96 +73.2% | 37 qtrs — |
| 87 | QUANTINNO CAPITAL MANAGEMENT LP | 21.5K +10.8K (+100.3%) | 1.00M +451.4K (+81.9%) | 0.08% +0.038 pp | 0.00% +0.001 pp | USD51.69 -9.7% | 3 qtrs — |
| 88 | VICTORY CAPITAL MANAGEMENT INC | 20.7K -103.0 (-0.5%) | 966.4K -103.4K (-9.7%) | 0.07% -0.001 pp | 0.00% 0.000 pp | USD47.27 -1.2% | 19 qtrs — |
| 89 | BANK OF MONTREAL /CAN/ | 20.6K -63.0 (-0.3%) | 961.6K -100.9K (-9.5%) | 0.07% -0.001 pp | 0.00% 0.000 pp | USD45.61 +2.4% | 11 qtrs — |
| 90 | COMERICA BANK | 20.3K -1.7K (-7.9%) | 946.9K -185.8K (-16.4%) | 0.07% -0.007 pp | 0.00% -0.001 pp | USD56.42 -17.2% | 11 qtrs — |
| 91 | SQUAREPOINT OPS LLC | 20.2K +9.6K (+90.0%) | 943.2K +396.4K (+72.5%) | 0.07% +0.034 pp | 0.00% +0.001 pp | USD49.18 -5.1% | 2 qtrs — |
| 92 | GOTHAM ASSET MANAGEMENT, LLC | 19.6K +1.3K (+7.1%) | 913.1K -25.8K (-2.8%) | 0.07% +0.009 pp | 0.00% -0.001 pp | USD60.54 -22.9% | 18 qtrs — |
| 93 | SG AMERICAS SECURITIES, LLC | 18.1K +5.7K (+45.3%) | 846.0K +205.0K (+32.0%) | 0.06% +0.020 pp | 0.00% -0.001 pp | USD49.95 -6.5% | 34 qtrs — |
| 94 | JAMES INVESTMENT RESEARCH INC | 17.4K +— (+0.0%) | 810.6K -82.3K (-9.2%) | 0.06% 0.000 pp | 0.09% -0.009 pp | USD17.13 +172.6% | 21 qtrs — |
| 95 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17.3K -2.2K (-11.3%) | 807.4K -195.5K (-19.5%) | 0.06% -0.008 pp | 0.00% -0.001 pp | USD33.96 +37.5% | 23 qtrs — |
| 96 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 17.0K -771.0 (-4.3%) | 792.2K -120.1K (-13.2%) | 0.06% +0.001 pp | 0.01% -0.003 pp | USD51.43 -9.2% | 2 qtrs — |
| 97 | CAMPBELL & CO INVESTMENT ADVISER LLC | 16.5K +16.5K (+100.0%) | 770.3K +770.3K (+100.0%) | 0.06% +0.059 pp | 0.04% +0.037 pp | USD46.69 +0.0% | 1 qtrs NEW |
| 98 | ILLINOIS MUNICIPAL RETIREMENT FUND | 16.1K +2.1K (+15.3%) | 752.4K +33.3K (+4.6%) | 0.06% +0.007 pp | 0.01% +0.000 pp | USD54.36 -14.1% | 10 qtrs — |
| 99 | LAURION CAPITAL MANAGEMENT LP | 15.6K +15.6K (+100.0%) | 729.8K +729.8K (+100.0%) | 0.06% +0.059 pp | 0.03% +0.027 pp | USD46.69 +0.0% | 1 qtrs NEW |
| 100 | RAYMOND JAMES FINANCIAL INC | 14.9K +849.0 (+6.1%) | 694.2K -26.8K (-3.7%) | 0.05% +0.003 pp | 0.00% +0.000 pp | USD61.81 -24.5% | 5 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.87
Neutral
Ratio by volume
1.65
Bullish
Buys
20
Sells
23
Shares acquired
274.4K
Shares disposed
165.9K
Cash buys
—
Cash sales
3.00
Net activity
+108,456
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-06 | Johnson Eric J | Officer | S-Sale | D | Common Stock | 20,280 | 50.16 | 1.02M | 116,814 | D | ↗ |
| 2026-03-04 | Williams Robert Kirk | Officer | F-InKind | D | Common Stock | 954 | 52.97 | 50.5K | 68,487 | D | ↗ |
| 2026-03-04 | Turner Kami | Officer | F-InKind | D | Common Stock | 269 | 52.97 | 14.2K | 50,314 | D | ↗ |
| 2026-03-04 | Trzcinski Leah Marie | Officer | F-InKind | D | Common Stock | 406 | 52.97 | 21.5K | 20,763 | D | ↗ |
| 2026-03-04 | Leib Daniel | Director / Officer | F-InKind | D | Common Stock | 4,600 | 52.97 | 243.7K | 621,315 | D | ↗ |
| 2026-03-04 | Johnson Eric J | Officer | F-InKind | D | Common Stock | 1,393 | 52.97 | 73.8K | 137,094 | D | ↗ |
| 2026-03-04 | Gardella David A | Officer | F-InKind | D | Common Stock | 1,840 | 52.97 | 97.5K | 245,046 | D | ↗ |
| 2026-03-04 | Clay Craig | Officer | F-InKind | D | Common Stock | 2,097 | 52.97 | 111.1K | 158,460 | D | ↗ |
| 2026-03-03 | Williams Robert Kirk | Officer | A-Award | A | Common Stock | 10,292 | 51.77 | 532.8K | 62,518 | D | ↗ |
| 2026-03-03 | Turner Kami | Officer | A-Award | A | Common Stock | 2,578 | 0.00 | — | 50,583 | D | ↗ |
| 2026-03-03 | Trzcinski Leah Marie | Officer | F-InKind | D | Common Stock | 805 | 51.77 | 41.7K | 12,468 | D | ↗ |
| 2026-03-03 | Leib Daniel | Director / Officer | A-Award | A | Common Stock | 55,234 | 0.00 | — | 625,915 | D | ↗ |
| 2026-03-03 | Johnson Eric J | Officer | A-Award | A | Common Stock | 15,466 | 0.00 | — | 138,487 | D | ↗ |
| 2026-03-03 | Gardella David A | Officer | A-Award | A | Common Stock | 21,609 | 51.77 | 1.12M | 238,365 | D | ↗ |
| 2026-03-03 | Clay Craig | Officer | A-Award | A | Common Stock | 21,609 | 51.77 | 1.12M | 159,709 | D | ↗ |
| 2026-02-26 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 10,000 | 50.36 | 503.6K | 568,181 | D | ↗ |
| 2025-08-27 | Aguilar Luis A | Director | S-Sale | D | Common Stock | 7,421 | 56.71 | 420.9K | 53,343 | D | ↗ |
| 2025-08-17 | Trzcinski Leah Marie | Officer | F-InKind | D | Common Stock | 1,234 | 54.25 | 66.9K | 13,273 | D | ↗ |
| 2025-08-14 | Leib Daniel | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 20,000 | 19.42 | 388.4K | 27,400 | D | ↗ |
| 2025-06-10 | Williams Robert Kirk | Officer | S-Sale | D | Common Stock | 10,000 | 56.54 | 565.4K | 58,815 | D | ↗ |
| 2025-05-23 | Clay Craig | Officer | S-Sale | D | Common Stock | 11,022 | 54.03 | 595.5K | 143,448 | D | ↗ |
| 2025-05-21 | Johnson Eric J | Officer | S-Sale | D | Common Stock | 14,475 | 54.63 | 790.8K | 122,092 | D | ↗ |
| 2025-05-20 | Johnson Eric J | Officer | S-Sale | D | Common Stock | 5,000 | 54.63 | 273.1K | 136,567 | D | ↗ |
| 2025-05-16 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 13,700 | 55.11 | 755.0K | 578,181 | D | ↗ |
| 2025-05-15 | Leib Daniel | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 14,200 | 17.65 | 250.6K | 13,700 | D | ↗ |
| 2025-05-14 | Sayed Ayman | Director | A-Award | A | Common Stock | 4,251 | 0.00 | — | 4,251 | D | ↗ |
| 2025-05-14 | Pattabhiram Chandar | Director | A-Award | A | Common Stock | 4,251 | 0.00 | — | 16,165 | D | ↗ |
| 2025-05-14 | MARTIN LOIS M | Director | A-Award | A | Common Stock | 4,251 | 0.00 | — | 73,682 | D | ↗ |
| 2025-05-14 | GREENFIELD GARY G | Director | A-Award | A | Common Stock | 4,251 | 0.00 | — | 47,379 | D | ↗ |
| 2025-05-14 | Ellis Juliet S | Director | A-Award | A | Common Stock | 4,251 | 0.00 | — | 60,469 | D | ↗ |
| 2025-05-14 | CRANDALL RICHARD L | Director | A-Award | A | Common Stock | 5,314 | 0.00 | — | 108,757 | D | ↗ |
| 2025-05-14 | Aguilar Luis A | Director | A-Award | A | Common Stock | 4,251 | 0.00 | — | 60,764 | D | ↗ |
| 2025-05-07 | Williams Robert Kirk | Officer | S-Sale | D | Common Stock | 4,703 | 52.09 | 245.0K | 68,815 | D | ↗ |
| 2025-03-13 | Sayed Ayman | Director | — | — | No Securities Owned | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-03-04 | Williams Robert Kirk | Officer | F-InKind | D | Common Stock | 954 | 46.10 | 44.0K | 73,518 | D | ↗ |
| 2025-03-04 | Turner Kami | Officer | F-InKind | D | Common Stock | 269 | 46.10 | 12.4K | 47,947 | D | ↗ |
| 2025-03-04 | Trzcinski Leah Marie | Officer | F-InKind | D | Common Stock | 429 | 46.10 | 19.8K | 14,507 | D | ↗ |
| 2025-03-04 | Leib Daniel | Director / Officer | F-InKind | D | Common Stock | 4,599 | 46.10 | 212.0K | 578,181 | D | ↗ |
| 2025-03-04 | Johnson Eric J | Officer | F-InKind | D | Common Stock | 1,393 | 46.10 | 64.2K | 141,567 | D | ↗ |
| 2025-03-04 | Gardella David A | Officer | F-InKind | D | Common Stock | 1,840 | 46.10 | 84.8K | 221,583 | D | ↗ |
| 2025-03-04 | Clay Craig | Officer | F-InKind | D | Common Stock | 2,093 | 46.10 | 96.5K | 154,470 | D | ↗ |
| 2025-03-03 | Williams Robert Kirk | Officer | F-InKind | D | Common Stock | 6,784 | 47.54 | 322.5K | 60,195 | D | ↗ |
| 2025-03-03 | Turner Kami | Officer | A-Award | A | Common Stock | 4,620 | 47.54 | 219.6K | 48,249 | D | ↗ |
| 2025-03-03 | Trzcinski Leah Marie | Officer | A-Award | A | Common Stock | 350 | 0.00 | — | 10,065 | D | ↗ |
| 2025-03-03 | Leib Daniel | Director / Officer | A-Award | A | Common Stock | 42,620 | 0.00 | — | 582,780 | D | ↗ |
| 2025-03-03 | Johnson Eric J | Officer | F-InKind | D | Common Stock | 3,065 | 47.54 | 145.7K | 121,121 | D | ↗ |
| 2025-03-03 | Gardella David A | Officer | A-Award | A | Common Stock | 21,363 | 47.54 | 1.02M | 214,216 | D | ↗ |
| 2025-03-03 | Clay Craig | Officer | A-Award | A | Common Stock | 21,363 | 47.54 | 1.02M | 151,090 | D | ↗ |
| 2025-02-24 | Leib Daniel | Director / Officer | M-Exempt | A | Common Stock | 25,000 | 22.35 | 558.8K | 540,191 | D | ↗ |
| 2025-02-21 | GREENFIELD GARY G | Director | P-Purchase | A | Common Stock | 1,000 | 48.89 | 48.9K | 43,128 | D | ↗ |
| 2024-12-17 | Gardella David A | Officer | S-Sale | D | Common Stock | 3,000 | 62.68 | 188.0K | 197,406 | D | ↗ |
| 2024-12-13 | Drucker Charles | Director | G-Gift | D | Common Stock | 26,427 | 0.00 | — | 13,004 | D | ↗ |
| 2024-11-13 | GREENFIELD GARY G | Director | J-Other | D | Common Stock | 29,124 | 0.00 | — | 42,128 | D | ↗ |
| 2024-11-07 | Leib Daniel | Director / Officer | M-Exempt | D | Employee Stock Option (right to buy) | 5,000 | 17.65 | 88.3K | 27,900 | D | ↗ |
| 2024-11-06 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 25,686 | 58.08 | 1.49M | 549,505 | D | ↗ |
| 2024-11-06 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 195,492 | 58.27 | 11.39M | 812,714 | I | ↗ |
| 2024-09-20 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 465 | 69.17 | 32.2K | 1,008,206 | I | ↗ |
| 2024-09-19 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 2,619 | 70.03 | 183.4K | 515,191 | D | ↗ |
| 2024-09-19 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 26,754 | 68.72 | 1.84M | 1,176,697 | I | ↗ |
| 2024-09-18 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 2,881 | 70.03 | 201.7K | 517,810 | — | ↗ |
| 2024-09-18 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 14,908 | 68.38 | 1.02M | 1,261,897 | I | ↗ |
| 2024-09-17 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 4,100 | 70.19 | 287.8K | 520,691 | — | ↗ |
| 2024-09-16 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 400 | 70.01 | 28.0K | 524,791 | — | ↗ |
| 2024-08-15 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 4,679 | 64.78 | 303.1K | 540,512 | — | ↗ |
| 2024-08-13 | Aguilar Luis A | Director | S-Sale | D | Common Stock | 4,871 | 62.75 | 305.7K | 56,513 | — | ↗ |
| 2024-08-08 | Johnson Eric J | Officer | S-Sale | D | Common Stock | 8,823 | 62.77 | 553.8K | 124,186 | — | ↗ |
| 2024-07-22 | Clay Craig | Officer | S-Sale | D | Common Stock | 13,231 | 66.33 | 877.7K | 134,965 | — | ↗ |
| 2024-07-19 | Clay Craig | Officer | S-Sale | D | Common Stock | 152 | 66.01 | 10.0K | 148,196 | — | ↗ |
| 2024-07-18 | Clay Craig | Officer | S-Sale | D | Common Stock | 400 | 66.10 | 26.4K | 148,348 | — | ↗ |
| 2024-06-12 | Johnson Eric J | Officer | S-Sale | D | Common Stock | 5,329 | 59.25 | 315.7K | 133,009 | — | ↗ |
| 2024-06-11 | Johnson Eric J | Officer | S-Sale | D | Common Stock | 16,757 | 58.34 | 977.6K | 138,338 | — | ↗ |
| 2024-06-10 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 45,468 | 57.60 | 2.62M | 1,276,805 | — | ↗ |
| 2024-06-07 | Johnson Eric J | Officer | S-Sale | D | Common Stock | 930 | 59.01 | 54.9K | 155,095 | — | ↗ |
| 2024-06-07 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 15,677 | 58.57 | 918.2K | 1,322,473 | — | ↗ |
| 2024-06-06 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 800 | 60.96 | 48.8K | 1,338,150 | — | ↗ |
| 2024-05-16 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 10,000 | 62.67 | 626.7K | 565,191 | — | ↗ |
| 2024-05-15 | Pattabhiram Chandar | Director | A-Award | A | Common Stock | 2,790 | 0.00 | — | 11,914 | — | ↗ |
| 2024-05-15 | MARTIN LOIS M | Director | A-Award | A | Common Stock | 2,790 | 0.00 | — | 69,431 | — | ↗ |
| 2024-05-15 | Jacobowitz Jeffrey | Director | A-Award | A | Common Stock | 2,790 | 0.00 | — | 49,092 | — | ↗ |
| 2024-05-15 | GREENFIELD GARY G | Director | A-Award | A | Common Stock | 2,790 | 0.00 | — | 71,251 | — | ↗ |
| 2024-05-15 | Ellis Juliet S | Director | A-Award | A | Common Stock | 2,790 | 0.00 | — | 56,218 | — | ↗ |
| 2024-05-15 | Drucker Charles | Director | A-Award | A | Common Stock | 2,790 | 0.00 | — | 39,431 | — | ↗ |
| 2024-05-15 | CRANDALL RICHARD L | Director | A-Award | A | Common Stock | 3,587 | 0.00 | — | 103,443 | — | ↗ |
| 2024-05-15 | Aguilar Luis A | Director | A-Award | A | Common Stock | 2,790 | 0.00 | — | 61,384 | — | ↗ |
| 2024-05-14 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 86,807 | 61.21 | 5.31M | 1,392,985 | — | ↗ |
| 2024-05-13 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 106,166 | 61.84 | 6.57M | 1,479,792 | — | ↗ |
| 2024-05-10 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 305 | 62.67 | 19.1K | 1,585,958 | — | ↗ |
| 2024-05-09 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 27,705 | 62.38 | 1.73M | 1,639,770 | — | ↗ |
| 2024-05-08 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 67,343 | 62.02 | 4.18M | 1,706,225 | — | ↗ |
| 2024-05-07 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 310,932 | 63.24 | 19.66M | 1,789,499 | — | ↗ |
| 2024-05-06 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 116,501 | 63.53 | 7.40M | 2,115,986 | — | ↗ |
| 2024-05-03 | Williams Robert Kirk | Officer | S-Sale | D | Common Stock | 855 | 63.83 | 54.6K | 77,212 | — | ↗ |
| 2024-04-24 | Clay Craig | Officer | S-Sale | D | Common Stock | 5,698 | 66.02 | 376.2K | 148,748 | — | ↗ |
| 2024-03-07 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 67,901 | 62.19 | 4.22M | 2,258,755 | — | ↗ |
| 2024-03-06 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 100 | 65.50 | 6.6K | 2,326,656 | — | ↗ |
| 2024-03-04 | Williams Robert Kirk | Officer | A-Award | A | Common Stock | 7,268 | 0.00 | — | 78,067 | — | ↗ |
| 2024-03-04 | Turner Kami | Officer | F-InKind | D | Common Stock | 5,664 | 65.53 | 371.2K | 39,879 | — | ↗ |
| 2024-03-04 | Trzcinski Leah Marie | Officer | A-Award | A | Common Stock | 2,596 | 0.00 | — | 10,949 | — | ↗ |
| 2024-03-04 | Leib Daniel | Director / Officer | F-InKind | D | Common Stock | 69,888 | 65.53 | 4.58M | 501,752 | — | ↗ |
| 2024-03-04 | Johnson Eric J | Officer | F-InKind | D | Common Stock | 15,970 | 65.53 | 1.05M | 135,227 | — | ↗ |
| 2024-03-04 | Gardella David A | Officer | F-InKind | D | Common Stock | 21,870 | 65.53 | 1.43M | 171,543 | — | ↗ |
| 2024-03-04 | Clay Craig | Officer | F-InKind | D | Common Stock | 20,367 | 65.53 | 1.33M | 125,583 | — | ↗ |
| 2024-03-03 | Williams Robert Kirk | Officer | F-InKind | D | Common Stock | 3,077 | 64.58 | 198.7K | 61,153 | — | ↗ |
| 2024-03-03 | Turner Kami | Officer | F-InKind | D | Common Stock | 1,608 | 64.58 | 103.8K | 39,504 | — | ↗ |
| 2024-03-03 | Leib Daniel | Director / Officer | F-InKind | D | Common Stock | 20,364 | 64.58 | 1.32M | 497,110 | — | ↗ |
| 2024-03-03 | Johnson Eric J | Officer | F-InKind | D | Common Stock | 4,964 | 64.58 | 320.6K | 133,849 | — | ↗ |
| 2024-03-03 | Gardella David A | Officer | F-InKind | D | Common Stock | 7,168 | 64.58 | 462.9K | 170,091 | — | ↗ |
| 2024-03-03 | Clay Craig | Officer | F-InKind | D | Common Stock | 7,680 | 64.58 | 496.0K | 127,125 | — | ↗ |
| 2024-03-01 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 6,378 | 64.60 | 412.0K | 517,974 | — | ↗ |
| 2024-02-29 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 21,760 | 64.27 | 1.40M | 535,714 | — | ↗ |
| 2024-02-23 | Aguilar Luis A | Director | S-Sale | D | Common Stock | 3,047 | 63.84 | 194.5K | 58,594 | — | ↗ |
| 2023-12-26 | Clay Craig | Officer | G-Gift | D | Common Stock | 400 | 0.00 | — | 134,805 | — | ↗ |
| 2023-12-14 | Leib Daniel | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 557,474 | — | ↗ |
| 2023-12-04 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 67,441 | 58.69 | 3.96M | 2,520,886 | — | ↗ |
| 2023-12-01 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 106,725 | 58.13 | 6.20M | 2,588,327 | — | ↗ |
| 2023-11-29 | Turner Kami | Officer | S-Sale | D | Common Stock | 8,202 | 58.26 | 477.8K | 41,112 | — | ↗ |
| 2023-11-15 | Johnson Eric J | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 6,450 | 14.15 | 91.3K | 0 | — | ↗ |
| 2023-11-14 | Johnson Eric J | Officer | M-Exempt | A | Common Stock | 3,800 | 22.35 | 84.9K | 142,613 | — | ↗ |
| 2023-11-13 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 3,441 | 54.54 | 187.7K | 569,718 | — | ↗ |
| 2023-11-10 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 4,001 | 53.39 | 213.6K | 579,233 | — | ↗ |
| 2023-11-09 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 20,193 | 52.90 | 1.07M | 587,281 | — | ↗ |
| 2023-11-03 | Simcoe Capital Management, LLC | — | S-Sale | D | Common Stock | 3,923 | 55.81 | 218.9K | 177,267 | — | ↗ |
| 2023-11-03 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 76,560 | 55.81 | 4.27M | 2,712,132 | — | ↗ |
| 2023-11-02 | Simcoe Capital Management, LLC | — | S-Sale | D | Common Stock | 17 | 56.25 | 956.18 | 73,071 | — | ↗ |
| 2023-11-02 | Jacobowitz Jeffrey | Director | S-Sale | D | Common Stock | 26 | 56.25 | 1.5K | 2,906,298 | — | ↗ |
| 2023-09-06 | Johnson Eric J | Officer | M-Exempt | A | Common Stock | 300 | 22.35 | 6.7K | 139,113 | — | ↗ |
| 2023-09-05 | Johnson Eric J | Officer | M-Exempt | A | Common Stock | 7,500 | 22.35 | 167.6K | 146,313 | — | ↗ |
| 2023-09-01 | Clay Craig | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 1,575 | 17.65 | 27.8K | 0 | — | ↗ |
| 2023-08-31 | Clay Craig | Officer | M-Exempt | A | Common Stock | 13,449 | 17.65 | 237.4K | 148,654 | — | ↗ |
| 2023-08-30 | Clay Craig | Officer | M-Exempt | A | Common Stock | 3,664 | 17.65 | 64.7K | 138,869 | — | ↗ |
| 2023-08-29 | Clay Craig | Officer | M-Exempt | A | Common Stock | 1,212 | 17.65 | 21.4K | 136,417 | — | ↗ |
| 2023-08-28 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 80,608 | 47.33 | 3.81M | 2,766,630 | — | ↗ |
| 2023-08-28 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 80,608 | 47.33 | 3.81M | 3,053,002 | — | ↗ |
| 2023-08-25 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 7,474 | 46.92 | 350.7K | 92,189 | — | ↗ |
| 2023-08-25 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 65,422 | 46.92 | 3.07M | 3,141,084 | — | ↗ |
| 2023-08-24 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 21 | 47.83 | 1.0K | 99,663 | — | ↗ |
| 2023-08-24 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 43,223 | 47.06 | 2.03M | 3,211,644 | — | ↗ |
| 2023-08-17 | Williams Robert Kirk | Officer | — | D | Common Stock | 0 | 0.00 | — | 64,230 | — | ↗ |
| 2023-08-17 | Trzcinski Leah Marie | Officer | A-Award | A | Common Stock | 8,323 | 0.00 | — | 8,323 | — | ↗ |
| 2023-08-14 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 92,694 | 47.22 | 4.38M | 2,956,062 | — | ↗ |
| 2023-08-14 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 5,962 | 47.22 | 281.6K | 3,254,867 | — | ↗ |
| 2023-08-11 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 24,786 | 48.24 | 1.20M | 3,048,756 | — | ↗ |
| 2023-08-11 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 24,786 | 48.24 | 1.20M | 3,355,117 | — | ↗ |
| 2023-08-10 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 3,257 | 48.66 | 158.5K | 112,178 | — | ↗ |
| 2023-08-10 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 50,633 | 48.66 | 2.46M | 3,383,160 | — | ↗ |
| 2023-08-03 | Reiners Jennifer B | Officer | M-Exempt | A | Common Stock | 1,030 | 22.35 | 23.0K | 48,723 | — | ↗ |
| 2023-08-02 | Clay Craig | Officer | M-Exempt | A | Common Stock | 400 | 17.65 | 7.1K | 135,605 | — | ↗ |
| 2023-07-03 | Reiners Jennifer B | Officer | S-Sale | D | Common Stock | 1,030 | 45.15 | 46.5K | 47,693 | — | ↗ |
| 2023-06-05 | Reiners Jennifer B | Officer | M-Exempt | A | Common Stock | 1,030 | 22.35 | 23.0K | 48,723 | — | ↗ |
| 2023-05-17 | Pattabhiram Chandar | Director | A-Award | A | Common Stock | 4,036 | 0.00 | — | 9,124 | — | ↗ |
| 2023-05-17 | MARTIN LOIS M | Director | A-Award | A | Common Stock | 4,036 | 0.00 | — | 66,641 | — | ↗ |
| 2023-05-17 | Jacobowitz Jeffrey | Director / 10% Owner | A-Award | A | Common Stock | 4,036 | 0.00 | — | 46,302 | — | ↗ |
| 2023-05-17 | GREENFIELD GARY G | Director | A-Award | A | Common Stock | 4,036 | 0.00 | — | 68,461 | — | ↗ |
| 2023-05-17 | Ellis Juliet S | Director | A-Award | A | Common Stock | 4,036 | 0.00 | — | 53,428 | — | ↗ |
| 2023-05-17 | Drucker Charles | Director | A-Award | A | Common Stock | 4,036 | 0.00 | — | 36,641 | — | ↗ |
| 2023-05-17 | CRANDALL RICHARD L | Director | A-Award | A | Common Stock | 5,190 | 0.00 | — | 98,855 | — | ↗ |
| 2023-05-17 | Aguilar Luis A | Director | A-Award | A | Common Stock | 4,036 | 0.00 | — | 61,641 | — | ↗ |
| 2023-05-08 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 184,426 | 42.66 | 7.87M | 3,124,175 | — | ↗ |
| 2023-05-08 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 184,426 | 42.66 | 7.87M | 3,462,063 | — | ↗ |
| 2023-05-05 | Simcoe Capital Management, LLC | 10% Owner | S-Sale | D | Common Stock | 128,534 | 42.64 | 5.48M | 3,308,601 | — | ↗ |
| 2023-05-05 | Jacobowitz Jeffrey | Director / 10% Owner | S-Sale | D | Common Stock | 19,702 | 42.64 | 840.2K | 3,646,489 | — | ↗ |
| 2023-05-03 | Reiners Jennifer B | Officer | M-Exempt | A | Common Stock | 1,030 | 22.35 | 23.0K | 48,723 | — | ↗ |
| 2023-04-03 | Reiners Jennifer B | Officer | M-Exempt | A | Common Stock | 1,030 | 22.35 | 23.0K | 48,723 | — | ↗ |
| 2023-03-10 | Reiners Jennifer B | Officer | S-Sale | D | Common Stock | 14,299 | 37.96 | 542.8K | 47,693 | — | ↗ |
| 2023-03-09 | Reiners Jennifer B | Officer | S-Sale | D | Common Stock | 6,257 | 40.34 | 252.4K | 61,992 | — | ↗ |
| 2023-03-09 | Leib Daniel | Director / Officer | S-Sale | D | Common Stock | 30,000 | 40.38 | 1.21M | 607,474 | — | ↗ |
| 2023-03-03 | Turner Kami | Officer | A-Award | A | Common Stock | 5,998 | 41.85 | 251.0K | 49,469 | — | ↗ |
| 2023-03-03 | Reiners Jennifer B | Officer | S-Sale | D | Common Stock | 1,030 | 41.50 | 42.7K | 68,249 | — | ↗ |
| 2023-03-03 | Leib Daniel | Director / Officer | A-Award | A | Common Stock | 37,154 | 0.00 | — | 637,474 | — | ↗ |
| 2023-03-03 | Johnson Eric J | Officer | F-InKind | D | Common Stock | 15,608 | 41.85 | 653.2K | 115,290 | — | ↗ |
| 2023-03-03 | Gardella David A | Officer | A-Award | A | Common Stock | 18,225 | 0.00 | — | 161,654 | — | ↗ |
| 2023-03-03 | Clay Craig | Officer | A-Award | A | Common Stock | 15,605 | 0.00 | — | 135,205 | — | ↗ |
| 2023-03-02 | Turner Kami | Officer | F-InKind | D | Common Stock | 1,774 | 41.31 | 73.3K | 44,639 | — | ↗ |
| 2023-03-02 | Reiners Jennifer B | Officer | F-InKind | D | Common Stock | 2,820 | 41.31 | 116.5K | 58,105 | — | ↗ |
| 2023-03-02 | Leib Daniel | Director / Officer | F-InKind | D | Common Stock | 17,827 | 41.31 | 736.4K | 568,207 | — | ↗ |
| 2023-03-02 | Johnson Eric J | Officer | F-InKind | D | Common Stock | 3,866 | 41.31 | 159.7K | 120,309 | — | ↗ |
| 2023-03-02 | Gardella David A | Officer | F-InKind | D | Common Stock | 6,129 | 41.31 | 253.2K | 151,336 | — | ↗ |
| 2023-03-02 | Clay Craig | Officer | F-InKind | D | Common Stock | 4,722 | 41.31 | 195.1K | 112,582 | — | ↗ |
| 2023-02-23 | Clay Craig | Officer | S-Sale | D | Common Stock | 11,110 | 42.63 | 473.6K | 120,789 | — | ↗ |
| 2022-12-13 | Drucker Charles | Director | G-Gift | D | Common Stock | 80,000 | 0.00 | — | 32,605 | — | ↗ |
| 2022-12-06 | Reiners Jennifer B | Officer | G-Gift | D | Common Stock | 8,959 | 0.00 | — | 60,925 | — | ↗ |
| 2022-11-14 | Leib Daniel | Officer | S-Sale | D | Common Stock | 13,326 | 36.94 | 492.2K | 592,708 | — | ↗ |
| 2022-08-11 | Leib Daniel | Officer | S-Sale | D | Common Stock | 20,000 | 43.18 | 863.5K | 606,034 | — | ↗ |
| 2022-08-09 | Reiners Jennifer B | Officer | S-Sale | D | Common Stock | 13,694 | 42.38 | 580.4K | 76,239 | — | ↗ |
| 2022-08-09 | Gardella David A | Officer | S-Sale | D | Common Stock | 74,265 | 42.17 | 3.13M | 157,465 | — | ↗ |
| 2022-07-14 | Pattabhiram Chandar | Director | A-Award | A | Common Stock | 5,088 | 0.00 | — | 5,088 | — | ↗ |
| 2022-06-14 | Clay Craig | Officer | S-Sale | D | Common Stock | 4,435 | 28.20 | 125.1K | 117,304 | — | ↗ |
| 2022-05-18 | MARTIN LOIS M | Director | A-Award | A | Common Stock | 6,178 | 0.00 | — | 62,605 | — | ↗ |
| 2022-05-18 | Jacobowitz Jeffrey | Director | A-Award | A | Common Stock | 6,178 | 0.00 | — | 42,266 | — | ↗ |
| 2022-05-18 | GREENFIELD GARY G | Director | A-Award | A | Common Stock | 6,178 | 0.00 | — | 64,425 | — | ↗ |
| 2022-05-18 | Ellis Juliet S | Director | A-Award | A | Common Stock | 6,178 | 0.00 | — | 49,392 | — | ↗ |
| 2022-05-18 | Drucker Charles | Director | A-Award | A | Common Stock | 6,178 | 0.00 | — | 112,605 | — | ↗ |
| 2022-05-18 | CRANDALL RICHARD L | Director | A-Award | A | Common Stock | 7,943 | 0.00 | — | 134,664 | — | ↗ |
| 2022-05-18 | Aguilar Luis A | Director | A-Award | A | Common Stock | 6,178 | 0.00 | — | 57,605 | — | ↗ |
| 2022-05-12 | Leib Daniel | Officer | S-Sale | D | Common Stock | 11,481 | 27.84 | 319.6K | 632,430 | — | ↗ |
| 2022-05-11 | Jacobowitz Jeffrey | Director / 10% Owner | P-Purchase | A | Common Stock | 232,759 | 26.83 | 6.24M | 3,793,327 | — | ↗ |
| 2022-05-11 | GREENFIELD GARY G | Director | P-Purchase | A | Common Stock | 1,820 | 27.32 | 49.7K | 58,247 | — | ↗ |
| 2022-05-10 | Jacobowitz Jeffrey | Director / 10% Owner | P-Purchase | A | Common Stock | 24,697 | 27.08 | 668.8K | 3,560,568 | — | ↗ |
| 2022-05-09 | Simcoe Capital Management, LLC | Director | P-Purchase | A | Common Stock | 9,286 | 26.79 | 248.8K | 182,452 | — | ↗ |
| 2022-05-09 | Jacobowitz Jeffrey | Director | P-Purchase | A | Common Stock | 75,207 | 25.43 | 1.91M | 3,375,207 | — | ↗ |
Executive team
Top executives
EBIT / Employee
31.7K
Shares Outstanding
28.53M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Daniel N. Leib President and Chief Executive Officer | 850.0K | — | 6.43M | — | 1.21M | 30.9K | 8.52M | 75.47% | ↗ |
| 2 | 2025 | David A. Gardella Chief Financial Officer | 485.0K | — | 2.48M | — | 531.1K | 10.5K | 3.51M | 70.73% | ↗ |
| 3 | 2025 | Craig D. Clay President, Global Capital Markets | 485.0K | — | 2.30M | — | 531.1K | 13.7K | 3.33M | 69.05% | ↗ |
| 4 | 2025 | Eric J. Johnson President, Global Investment Companies | 460.0K | — | 1.79M | — | 503.7K | 14.2K | 2.77M | 64.69% | ↗ |
| 5 | 2025 | Robert K. Williams Chief People and Administrative Officer | 450.0K | — | 1.47M | — | 344.9K | 10.5K | 2.28M | 64.61% | ↗ |
| 6 | 2024 | Daniel N. Leib President and Chief Executive Officer | 850.0K | — | 6.65M | — | 1.51M | 41.7K | 9.05M | 73.45% | ↗ |
| 7 | 2024 | Craig D. Clay President, Global Capital Markets | 485.0K | — | 2.66M | — | 663.5K | 13.7K | 3.82M | 69.59% | ↗ |
| 8 | 2024 | David A. Gardella Chief Financial Officer | 485.0K | — | 2.66M | — | 663.5K | 10.4K | 3.82M | 69.65% | ↗ |
| 9 | 2024 | Eric J. Johnson President, Global Investment Companies | 460.0K | — | 2.05M | — | 629.3K | 14.2K | 3.15M | 65.01% | ↗ |
| 10 | 2024 | Robert K. Williams Chief People and Administrative Officer | 450.0K | — | 1.55M | — | 430.9K | 22.7K | 2.45M | 63.19% | ↗ |
| 11 | 2023 | Daniel N. Leib President and Chief Executive Officer | 815.0K | — | 4.71M | — | 1.20M | 32.3K | 6.76M | 69.75% | ↗ |
| 12 | 2023 | David A. Gardella Chief Financial Officer | 470.0K | — | 1.98M | — | 530.6K | 9.9K | 2.99M | 66.20% | ↗ |
| 13 | 2023 | Craig D. Clay President, Global Capital Markets | 470.0K | — | 1.98M | — | 530.6K | 9.9K | 2.99M | 66.20% | ↗ |
| 14 | 2023 | Eric J. Johnson President, Global Investment Companies | 440.0K | — | 1.37M | — | 496.8K | 9.9K | 2.31M | 59.07% | ↗ |
| 15 | 2023 | Robert K. Williams Chief People and Administrative Officer | 425.0K | — | 942.4K | — | 335.9K | 9.9K | 1.71M | 55.01% | ↗ |
| 16 | 2022 | Daniel N. Leib President and Chief Executive Officer | 780.0K | — | 4.10M | — | 2.61M | 50.0K | 7.54M | 54.43% | ↗ |
| 17 | 2022 | Daniel Leib President and Chief Executive Officer | 780.0K | — | 4.10M | — | 2.61M | 50.0K | 7.54M | 54.43% | ↗ |
| 18 | 2022 | David A. Gardella Chief Financial Officer | 450.0K | — | 1.37M | — | 998.8K | 9.2K | 2.83M | 48.48% | ↗ |
| 19 | 2022 | David Gardella Chief Financial Officer | 450.0K | — | 1.37M | — | 998.8K | 9.2K | 2.83M | 48.48% | ↗ |
| 20 | 2022 | Craig D. Clay President, Global Capital Markets | 450.0K | — | 1.37M | — | 713.6K | 9.2K | 2.54M | 53.91% | ↗ |
| 21 | 2022 | Craig Clay President, Global Capital Markets | 450.0K | — | 1.37M | — | 713.6K | 9.2K | 2.54M | 53.91% | ↗ |
| 22 | 2022 | Eric J. Johnson President, Global Investment Companies | 420.0K | — | 912.6K | — | 956.7K | 9.2K | 2.30M | 39.70% | ↗ |
| 23 | 2022 | Eric Johnson President, Global Investment Companies | 420.0K | — | 912.6K | — | 956.7K | 9.2K | 2.30M | 39.70% | ↗ |
| 24 | 2022 | Jennifer Reiners General Counsel | 405.0K | — | 639.4K | — | 540.5K | 9.2K | 1.59M | 40.11% | ↗ |
| 25 | 2021 | Daniel N. Leib President and Chief Executive Officer | 780.0K | — | 4.95M | — | 1.85M | 51.3K | 7.64M | 64.85% | ↗ |
| 26 | 2021 | Daniel Leib President and Chief Executive Officer | 780.0K | — | 4.95M | — | 1.85M | 51.3K | 7.64M | 64.85% | ↗ |
| 27 | 2021 | David Gardella Chief Financial Officer | 425.0K | — | 1.55M | — | 807.5K | 29.0K | 2.81M | 55.14% | ↗ |
| 28 | 2021 | David A. Gardella Chief Financial Officer | 425.0K | — | 1.55M | — | 807.5K | 29.0K | 2.81M | 55.14% | ↗ |
| 29 | 2021 | Craig Clay President, Global Capital Markets | 425.0K | — | 1.35M | — | 807.5K | 29.0K | 2.61M | 51.76% | ↗ |
| 30 | 2021 | Craig D. Clay President, Global Capital Markets | 425.0K | — | 1.35M | — | 807.5K | 29.0K | 2.61M | 51.76% | ↗ |
| 31 | 2021 | Eric J. Johnson President, Global Investment Companies | 400.0K | — | 1.15M | — | 749.6K | 29.0K | 2.33M | 49.45% | ↗ |
| 32 | 2021 | Eric Johnson President, Global Investment Companies | 400.0K | — | 1.15M | — | 749.6K | 29.0K | 2.33M | 49.45% | ↗ |
| 33 | 2021 | Jennifer Reiners General Counsel | 390.0K | — | 752.4K | — | 481.7K | 29.0K | 1.65M | 45.52% | ↗ |
| 34 | 2020 | Daniel N. Leib President and Chief Executive Officer | 780.0K | — | 2.17M | — | 1.66M | 90.9K | 4.70M | 46.16% | ↗ |
| 35 | 2020 | Daniel Leib President and Chief Executive Officer | 780.0K | — | 2.17M | — | 1.66M | 90.9K | 4.70M | 46.16% | ↗ |
| 36 | 2020 | David A. Gardella Chief Financial Officer | 425.0K | — | 734.6K | — | 722.5K | 34.8K | 1.92M | 38.32% | ↗ |
| 37 | 2020 | David Gardella Chief Financial Officer | 425.0K | — | 734.6K | — | 722.5K | 34.8K | 1.92M | 38.32% | ↗ |
| 38 | 2020 | Thomas F. Juhase Chief Operating Officer | 441.0K | — | 350.2K | — | 749.7K | 142.9K | 1.68M | 20.80% | ↗ |
| 39 | 2020 | Jennifer Reiners General Counsel | 365.0K | — | 334.1K | — | 403.3K | 73.4K | 1.18M | 28.41% | ↗ |
| 40 | 2020 | Jennifer B. Reiners General Counsel | 365.0K | — | 334.1K | — | 403.3K | 73.4K | 1.18M | 28.41% | ↗ |
| 41 | 2020 | Kami S. Turner Chief Accounting Officer | 305.0K | 50.0K | 201.2K | — | 259.3K | 17.2K | 832.6K | 24.16% | ↗ |
| 42 | 2019 | Daniel Leib President and Chief Executive Officer | 732.7K | — | 2.70M | 300.3K | 487.5K | 85.7K | 4.31M | 69.69% | ↗ |
| 43 | 2019 | Daniel N. Leib President and Chief Executive Officer | 732.7K | — | 2.70M | 300.3K | 487.5K | 85.7K | 4.31M | 69.69% | ↗ |
| 44 | 2019 | Thomas F. Juhase Chief Operating Officer | 430.8K | 420.0K | 946.6K | 105.1K | 229.3K | 135.4K | 2.27M | 46.39% | ↗ |
| 45 | 2019 | David A. Gardella Chief Financial Officer | 400.5K | — | 946.6K | 105.1K | 213.2K | 27.4K | 1.69M | 62.13% | ↗ |
| 46 | 2019 | David Gardella Chief Financial Officer | 400.5K | — | 946.6K | 105.1K | 213.2K | 27.4K | 1.69M | 62.13% | ↗ |
| 47 | 2019 | Jennifer Reiners General Counsel | 341.9K | 80.0K | 451.4K | 50.4K | 109.2K | 76.5K | 1.11M | 45.23% | ↗ |
| 48 | 2019 | Jennifer B. Reiners General Counsel | 341.9K | 80.0K | 451.4K | 50.4K | 109.2K | 76.5K | 1.11M | 45.23% | ↗ |
| 49 | 2019 | Kami S. Turner Chief Accounting Officer | 283.3K | 50.0K | 226.4K | 25.2K | 75.4K | 9.8K | 670.1K | 37.55% | ↗ |
| 50 | 2018 | Daniel N. Leib President and Chief Executive Officer | 700.0K | — | 2.20M | 799.8K | 759.7K | 24.0K | 4.48M | 66.90% | ↗ |
| 51 | 2018 | Thomas F. Juhase Chief Operating Officer | 441.0K | — | 799.5K | 200.3K | 382.9K | 1.8K | 1.83M | 54.77% | ↗ |
| 52 | 2018 | David A. Gardella Chief Financial Officer | 410.0K | — | 799.5K | 200.3K | 356.0K | 1.8K | 1.77M | 56.56% | ↗ |
| 53 | 2018 | Jennifer B. Reiners General Counsel | 350.0K | 105.0K | 358.3K | 90.0K | 168.1K | 1.8K | 1.07M | 41.77% | ↗ |
| 54 | 2018 | Kami S. Turner Chief Accounting Officer | 270.0K | 57.5K | 180.0K | 45.0K | 94.3K | 1.8K | 648.6K | 34.69% | ↗ |
| 55 | 2017 | Daniel N. Leib President and Chief Executive Officer | 700.0K | 1.10M | 2.75M | 550.1K | 729.2K | 61.7K | 5.89M | 56.01% | ↗ |
| 56 | 2017 | Thomas F. Juhase Chief Operating Officer | 441.0K | 227.4K | 748.7K | 150.0K | 459.4K | 156.8K | 2.18M | 41.16% | ↗ |
| 57 | 2017 | David A. Gardella Chief Financial Officer | 390.0K | 375.0K | 748.7K | 150.0K | 266.6K | 18.7K | 1.95M | 46.11% | ↗ |
| 58 | 2017 | Jennifer B. Reiners General Counsel | 325.0K | 300.0K | 400.1K | 80.0K | 170.9K | 44.4K | 1.32M | 36.36% | ↗ |
| 59 | 2017 | Kami S. Turner Chief Accounting Officer | 260.0K | 158.3K | 174.3K | 35.0K | 109.4K | 9.6K | 746.6K | 28.03% | ↗ |
| 60 | 2016 | Daniel N. Leib President and Chief Executive Officer | 625.0K | 900.0K | 3.61M | — | 226.6K | 37.7K | 5.40M | 66.85% | ↗ |
| 61 | 2016 | Thomas F. Juhase Chief Operating Officer | 425.0K | 196.5K | 858.2K | — | 121.6K | 14.3K | 1.62M | 53.11% | ↗ |
| 62 | 2016 | David A. Gardella Chief Financial Officer | 345.0K | 325.0K | 814.7K | — | 65.4K | 7.6K | 1.56M | 52.30% | ↗ |
| 63 | 2016 | Jennifer B. Reiners General Counsel | 300.9K | 350.0K | 382.7K | — | 45.3K | 45.5K | 1.10M | 34.78% | ↗ |
| 64 | 2016 | Kami S. Turner Chief Accounting Officer | 237.5K | 158.3K | 136.7K | — | 27.8K | 2.6K | 562.9K | 24.28% | ↗ |
| 65 | 2015 | Daniel N. Leib President and Chief Executive Officer | 600.0K | 300.0K | 1.42M | — | 170.0K | 25.3K | 2.52M | 56.45% | ↗ |
| 66 | 2015 | Thomas F. Juhase Chief Operating Officer | 420.0K | 75.0K | 302.1K | — | 69.4K | 1.9K | 868.4K | 34.79% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Daniel N. Leib | President, Chief Executive Officer & Director | 2M | male |
| Craig D. Clay | President of Global Capital Markets | 1M | male |
| David A. Gardella | Executive Vice President & Chief Financial Officer | 1M | male |
| Eric J. Johnson | President of Global Investment Companies | 977.9K | male |
| Robert Kirk Williams | Chief People & Administrative Officer | 805.4K | male |
| Kami S. Turner | Senior Vice President, Chief Accounting Officer & Controller | 622.8K | female |
| Jons Besch | Chief Operations & Production Officer | — | male |
| Floyd Strimling | Chief Product Officer | — | male |
| Michael Zhao | Head of Investor Relations | — | male |
| Molly McGregor | Senior Vice President of Marketing & Sales Enablement | — | female |
| Eric W. Foster | Chief Information Officer | — | male |
| Leah Trzcinski | Chief Legal & Compliance Officer and General Counsel | — | female |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2018-10-15 | 2018-10-22 | Greg Gianforte | MT00 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for DFIN
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.
