Healthpeak Properties, Inc. (DOC)
Denver, CO, US
Healthpeak Properties, Inc. is an S&P 500 constituent operating as a fully integrated real estate investment trust (REIT). The firm is dedicated to the acquisition, management, and development of premier properties essential for both medical research and the provision of healthcare services.
Based on only 1 article — low confidence
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2008-03-28 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.10% | +0.46% | +19.88% | +18.44% | +12.96% | +23.01% | +14.67% | -5.54% | -39.27% | -42.16% | +308.68% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 7 | 0 |
| Hold | 10 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
17.50
-19.1%
|
| Last Quarter | 2 |
17.50
-19.1%
|
| Last Year | 12 |
19.08
-11.8%
|
| All Time | 28 |
19.79
-8.5%
|
-
Revenue growth+4.5% Q1'26: +7.1% (vs Q1'25)
-
EPS growth-72.2% Q1'26: +362.0% (vs Q1'25)
-
FCF margin— Q1'26: +31.5% (vs Q1'25)
-
EBIT margin— Q1'26: +38.1% (vs Q1'25)
-
ROIC— Q1'26: +6.2% (vs Q1'25)
-
Share dilution+2.9% Q1'26: -0.6% (vs Q1'25)
-
Debt / EBITDA6.51× Q1'26: 4.64× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 6 Rev. Ana. 3 EPS Ana. |
Dec 2028 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.94B
est: 2.44B (-20.4%)
|
2.13B
est: 2.46B (-13.3%)
|
1.85B
est: 1.81B (+2.3%)
|
1.19B
est: 1.84B (-35.3%)
|
1.24B
est: 2.00B (-37.9%)
|
1.64B
est: 2.37B (-30.6%)
|
1.90B
est: 1.88B (+0.7%)
|
2.06B
est: 2.04B (+1.0%)
|
2.18B
est: 2.17B (+0.5%)
|
2.70B
est: 2.67B (+1.2%)
|
2.82B
est: 2.76B (+2.4%)
|
2.85B
2.64B – 2.99B
+3.5% YoY
|
3.00B
2.76B – 3.19B
+5.0% YoY
|
3.27B
3.06B – 3.51B
+9.0% YoY
|
| EBITDA |
1.12B
est: 90.91M (+1,132.8%)
|
1.40B
est: 165.80M (+744.3%)
|
1.25B
est: 228.07M (+449.3%)
|
1.65B
est: 292.79M (+463.3%)
|
1.05B
est: 231.89M (+354.5%)
|
1.13B
est: 154.33M (+634.2%)
|
970.63M
est: 248.97M (+289.9%)
|
1.39B
est: 285.39M (+387.3%)
|
1.27B
est: 310.07M (+308.0%)
|
1.61B
est: 1.53B (+5.2%)
|
1.60B
est: 1.58B (+1.3%)
|
1.64B
1.52B – 1.72B
+3.5% YoY
|
1.72B
1.59B – 1.83B
+5.0% YoY
|
1.88B
1.76B – 2.01B
+9.0% YoY
|
| EBIT |
615.87M
est: 52.21M (+1,079.6%)
|
831.69M
est: 83.15M (+900.2%)
|
718.12M
est: 105.79M (+578.8%)
|
1.10B
est: 119.97M (+816.8%)
|
393.93M
est: 90.59M (+334.8%)
|
436.02M
est: 116.92M (+272.9%)
|
286.35M
est: 106.00M (+170.2%)
|
680.07M
est: 82.97M (+719.6%)
|
515.27M
est: 88.95M (+479.3%)
|
553.60M
est: 595.07M (-7.0%)
|
544.13M
est: 614.73M (-11.5%)
|
636.38M
589.59M – 666.79M
+3.5% YoY
|
668.36M
616.22M – 711.02M
+5.0% YoY
|
728.57M
683.44M – 781.77M
+9.0% YoY
|
| Net Income |
-559.24M
est: 14.40M (-3,983.3%)
|
627.75M
est: 35.26M (+1,680.1%)
|
414.17M
est: 39.93M (+937.2%)
|
1.06B
est: 56.38M (+1,782.1%)
|
45.53M
est: 50.96M (-10.7%)
|
413.56M
est: 63.12M (+555.2%)
|
505.54M
est: 67.99M (+643.5%)
|
500.45M
est: 66.89M (+648.2%)
|
306.01M
est: 41.88M (+630.8%)
|
243.14M
est: 287.92M (-15.6%)
|
71.35M
est: 5.35M (+1,232.9%)
|
157.59M
149.54M – 165.64M
+2,844.1% YoY
|
131.58M
121.97M – 142.67M
-16.5% YoY
|
156.61M
144.00M – 171.48M
+19.0% YoY
|
| SGA |
95.97M
est: 83.11M (+15.5%)
|
103.61M
est: 123.24M (-15.9%)
|
88.77M
est: 161.56M (-45.1%)
|
96.70M
est: 197.04M (-50.9%)
|
92.97M
est: 153.40M (-39.4%)
|
93.24M
est: 122.06M (-23.6%)
|
98.30M
est: 31.72M (+209.9%)
|
131.03M
est: 35.13M (+273.0%)
|
95.13M
est: 37.88M (+151.1%)
|
97.16M
est: 121.17M (-19.8%)
|
90.42M
est: 125.18M (-27.8%)
|
129.59M
120.06M – 135.78M
+3.5% YoY
|
136.10M
125.48M – 144.79M
+5.0% YoY
|
148.36M
139.17M – 159.19M
+9.0% YoY
|
| EPS |
-1.21
est: 0.53 (-329.3%)
|
1.34
est: 1.36 (-1.3%)
|
0.88
est: 1.18 (-25.7%)
|
2.25
est: 0.66 (+242.3%)
|
0.09
est: 0.08 (+11.5%)
|
0.77
est: 0.56 (+37.1%)
|
0.93
est: 0.95 (-2.6%)
|
0.92
est: 1.00 (-8.5%)
|
0.56
est: 0.53 (+6.5%)
|
0.36
est: 0.40 (-9.1%)
|
0.10
est: 0.01 (+1,200.4%)
|
0.22
0.21 – 0.24
+2,726.3% YoY
|
0.19
0.18 – 0.20
-13.0% YoY
|
0.23
0.21 – 0.25
+19.0% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-28 | Morgan Stanley | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-08 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-07 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-06 | B- | 3/5 | 4/5 | 3/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | B- | 3/5 | 5/5 | 3/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-05-04 | B- | 3/5 | 5/5 | 2/5 | 3/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | B- | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | B- | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | B- | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-28 | B- | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-27 | B- | 2/5 | 5/5 | 2/5 | 3/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-24 | B- | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-15 | B | 3/5 | 5/5 | 2/5 | 4/5 | 1/5 | 1/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Cohen & Steers, Inc. 14-1904657 | 70.46M | 13.07% | 51.70M | — | 70.46M | — | HC, CO | Ireland | 2022-02-14 | ↗ |
| 2 | Cohen & Steers Capital Management, Inc. 13-3353336 | 69.10M | 12.82% | 51.43M | — | 69.10M | — | IA, CO | Ireland | 2022-02-14 | ↗ |
| 3 | 13-3353336 | 56.37M | 10.47% | — | 13.00 | 56.37M | — | IA, CO | Delaware | 2021-01-11 | ↗ |
| 4 | (1) BlackRock, Inc. | 32.49M | 14.70% | 30.92M | — | 32.49M | — | HC | Delaware | 2022-01-27 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 32.28M | 14.65% | — | 392.9K | 31.70M | 585.6K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 6 | Capital Research Global Investors ** | 27.13M | 5.90% | 27.13M | — | 27.13M | — | IA | Delaware | 2015-02-13 | ↗ |
| 7 | STATE STREET CORPORATION | 12.06M | 5.28% | — | 9.18M | — | 12.06M | HC | BOSTON, MASSACHUSETTS | 2023-02-06 | ↗ |
| 8 | Principal Real Estate Investors, LLC | 8.10M | 6.00% | — | — | — | — | IA | Delaware | 2017-02-15 | ↗ |
| 9 | Brookfield Asset Management Inc. | 6.30M | 3.34% | — | 4.65M | — | — | HC | — | 2020-02-14 | ↗ |
| 10 | Brookfield Public Securities Group LLC | 6.30M | 3.34% | — | 4.65M | — | — | IA | — | 2020-02-14 | ↗ |
| 11 | Partners Limited | 6.30M | 3.34% | — | 4.65M | — | — | HC | — | 2020-02-14 | ↗ |
| 12 | 98-0557567 | 5.23M | 2.90% | 1.90M | — | 5.23M | — | IA, HC | Bermuda | 2018-02-08 | ↗ |
| 13 | Lord, Abbett & Co. LLC | 4.49M | 5.16% | 4.27M | — | 4.49M | — | IA | Delaware | 2016-02-16 | ↗ |
| 14 | Cohen & Steers UK Limited | 1.26M | 0.23% | 172.9K | — | 1.26M | — | IA, CO | Ireland | 2022-02-14 | ↗ |
| 15 | Cohen & Steers Asia Limited | 66.0K | 0.01% | 66.0K | — | 66.0K | — | IA, CO | Ireland | 2022-02-14 | ↗ |
| 16 | Cohen & Steers Ireland Limited | 35.7K | 0.01% | 35.7K | — | 35.7K | — | FI, CO | Ireland | 2022-02-14 | ↗ |
| 17 | ICS Opportunities, Ltd. | — | 0.00% | — | — | — | — | CO | Cayman Islands | 2024-03-08 | ↗ |
| 18 | Israel A. Englander | — | 0.00% | — | — | — | — | IN | Cayman Islands | 2024-03-08 | ↗ |
| 19 | Millennium Group Management LLC | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2024-03-08 | ↗ |
| 20 | Millennium Management LLC | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2024-03-08 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 906.6K +906.6K (+100.0%) | 14.58B +14.6B (+100.0%) | 0.13% +0.130 pp | 0.02% +0.022 pp | USD16.08 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 109.04M -311.9K (-0.3%) | 1.75B -340.7M (-16.3%) | 15.67% -0.020 pp | 0.03% -0.006 pp | USD30.37 -47.1% | 25 qtrs — |
| 3 | BLACKROCK, INC. | 73.54M +537.0K (+0.7%) | 1.18B -215.5M (-15.4%) | 10.57% +0.094 pp | 0.02% -0.005 pp | USD22.75 -29.3% | 6 qtrs — |
| 4 | STATE STREET CORP | 49.37M -124.6K (-0.3%) | 793.93M -154.0M (-16.2%) | 7.09% -0.007 pp | 0.03% -0.006 pp | USD30.96 -48.1% | 25 qtrs — |
| 5 | JPMORGAN CHASE & CO | 30.67M +2.4M (+8.6%) | 493.25M -47.5M (-8.8%) | 4.41% +0.357 pp | 0.03% -0.001 pp | USD21.23 -24.3% | 25 qtrs — |
| 6 | FULLER & THALER ASSET MANAGEMENT, INC. | 29.65M +4.8M (+19.2%) | 476.74M +441.3K (+0.1%) | 4.26% +0.692 pp | 1.61% -0.008 pp | USD18.18 -11.6% | 8 qtrs — |
| 7 | PRINCIPAL FINANCIAL GROUP INC | 26.68M -303.1K (-1.1%) | 429.04M -87.7M (-17.0%) | 3.83% -0.038 pp | 0.22% -0.042 pp | USD19.55 -17.7% | 25 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 19.53M +123.3K (+0.6%) | 312.96M -57.4M (-15.5%) | 2.81% +0.022 pp | 0.02% -0.004 pp | USD27.91 -42.4% | 25 qtrs — |
| 9 | INVESCO LTD. | 18.30M +1.6M (+9.9%) | 294.24M -24.6M (-7.7%) | 2.63% +0.241 pp | 0.05% -0.005 pp | USD25.60 -37.2% | 25 qtrs — |
| 10 | MORGAN STANLEY | 12.25M +71.5K (+0.6%) | 197.00M -36.2M (-15.5%) | 1.76% +0.013 pp | 0.01% -0.002 pp | USD25.22 -36.2% | 25 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11.11M +523.8K (+4.9%) | 178.60M -24.1M (-11.9%) | 1.60% +0.078 pp | 0.03% -0.005 pp | USD25.97 -38.1% | 25 qtrs — |
| 12 | FMR LLC | 10.54M +6.4M (+153.4%) | 169.47M +89.8M (+112.8%) | 1.51% +0.918 pp | 0.01% +0.005 pp | USD17.75 -9.4% | 25 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 10.29M +64.6K (+0.6%) | 165.52M -30.4M (-15.5%) | 1.48% +0.012 pp | 0.03% -0.007 pp | USD29.16 -44.9% | 25 qtrs — |
| 14 | BANK OF NEW YORK MELLON CORP | 9.64M +2.9M (+42.7%) | 155.03M +25.7M (+19.9%) | 1.39% +0.416 pp | 0.03% +0.003 pp | USD24.60 -34.6% | 25 qtrs — |
| 15 | NORGES BANK | 9.55M +9.5M (+100.0%) | 153.55M +153.6M (+100.0%) | 1.37% +1.372 pp | 0.02% +0.016 pp | USD16.08 +0.0% | 1 qtrs NEW |
| 16 | BANK OF AMERICA CORP /DE/ | 9.32M -612.5K (-6.2%) | 149.94M -40.4M (-21.2%) | 1.34% -0.086 pp | 0.01% -0.002 pp | USD22.55 -28.7% | 25 qtrs — |
| 17 | CULLEN CAPITAL MANAGEMENT, LLC | 9.25M -985.5K (-9.6%) | 148.70M -47.3M (-24.1%) | 1.33% -0.139 pp | 1.62% -0.520 pp | USD23.68 -32.1% | 26 qtrs — |
| 18 | NORTHERN TRUST CORP | 8.38M -1.8M (-17.9%) | 134.76M -60.7M (-31.1%) | 1.20% -0.260 pp | 0.02% -0.008 pp | USD25.98 -38.1% | 25 qtrs — |
| 19 | AMERICAN CENTURY COMPANIES INC | 7.11M +113.1K (+1.6%) | 114.31M -19.7M (-14.7%) | 1.02% +0.018 pp | 0.06% -0.011 pp | USD26.52 -39.4% | 25 qtrs — |
| 20 | LEGAL & GENERAL GROUP PLC | 7.05M +580.9K (+9.0%) | 113.38M -10.5M (-8.5%) | 1.01% +0.085 pp | 0.03% -0.003 pp | USD26.88 -40.2% | 25 qtrs — |
| 21 | EQUITY INVESTMENT CORP | 7.02M +1.7M (+31.7%) | 112.91M +10.8M (+10.6%) | 1.01% +0.244 pp | 2.28% +0.141 pp | USD18.01 -10.7% | 3 qtrs — |
| 22 | PGGM INVESTMENTS | 5.70M -1.7M (-22.7%) | 91.72M -49.5M (-35.1%) | 0.82% -0.238 pp | 1.45% -0.833 pp | USD21.60 -25.6% | 14 qtrs — |
| 23 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 5.70M -105.5K (-1.8%) | 91.61M -19.5M (-17.6%) | 0.82% -0.014 pp | 1.35% -0.240 pp | USD21.16 -24.0% | 25 qtrs — |
| 24 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5.23M -8.9M (-63.0%) | 84.04M -186.5M (-68.9%) | 0.75% -1.276 pp | 0.83% -1.888 pp | USD21.34 -24.6% | 25 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 5.09M +932.0K (+22.4%) | 81.87M +2.2M (+2.8%) | 0.73% +0.135 pp | 0.01% +0.000 pp | USD22.16 -27.4% | 25 qtrs — |
| 26 | LPL FINANCIAL LLC | 4.94M +154.2K (+3.2%) | 79.44M -12.2M (-13.3%) | 0.71% +0.023 pp | 0.02% -0.005 pp | USD19.57 -17.8% | 25 qtrs — |
| 27 | CITADEL ADVISORS LLC | 4.71M -1.9M (-29.0%) | 75.66M -51.2M (-40.4%) | 0.68% -0.274 pp | 0.01% -0.008 pp | USD18.26 -11.9% | 25 qtrs — |
| 28 | DEUTSCHE BANK AG\ | 3.72M +95.2K (+2.6%) | 59.87M -9.6M (-13.8%) | 0.53% +0.015 pp | 0.02% -0.004 pp | USD22.58 -28.8% | 25 qtrs — |
| 29 | PRUDENTIAL FINANCIAL INC | 3.71M +1.3M (+52.1%) | 59.67M +13.0M (+27.7%) | 0.53% +0.183 pp | 0.07% +0.017 pp | USD18.13 -11.3% | 25 qtrs — |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 3.58M -323.1K (-8.3%) | 57.63M -17.2M (-23.0%) | 0.51% -0.046 pp | 0.02% -0.004 pp | USD22.24 -27.7% | 25 qtrs — |
| 31 | AMUNDI | 3.54M +588.0K (+19.9%) | 56.85M +141.3K (+0.2%) | 0.51% +0.085 pp | 0.02% -0.003 pp | USD20.55 -21.8% | 19 qtrs — |
| 32 | MILLENNIUM MANAGEMENT LLC | 3.51M +2.5M (+235.3%) | 56.48M +36.4M (+181.5%) | 0.50% +0.354 pp | 0.02% +0.015 pp | USD17.10 -6.0% | 25 qtrs — |
| 33 | RUSSELL INVESTMENTS GROUP, LTD. | 3.50M +433.5K (+14.1%) | 56.25M -2.4M (-4.1%) | 0.50% +0.063 pp | 0.06% -0.005 pp | USD20.05 -19.8% | 25 qtrs — |
| 34 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 3.45M +62.0K (+1.8%) | 55.43M -9.4M (-14.5%) | 0.50% +0.010 pp | 0.37% -0.073 pp | USD19.09 -15.8% | 2 qtrs — |
| 35 | UBS GROUP AG | 3.32M -27.6K (-0.8%) | 53.41M -10.7M (-16.7%) | 0.48% -0.003 pp | 0.01% -0.001 pp | USD22.04 -27.0% | 25 qtrs — |
| 36 | HSBC HOLDINGS PLC | 3.26M +217.4K (+7.1%) | 52.46M -5.8M (-10.0%) | 0.47% +0.032 pp | 0.03% -0.005 pp | USD23.33 -31.1% | 25 qtrs — |
| 37 | DOUGLAS LANE & ASSOCIATES, LLC | 2.80M -548.7K (-16.4%) | 45.05M -19.1M (-29.8%) | 0.40% -0.078 pp | 0.62% -0.282 pp | USD20.85 -22.9% | 7 qtrs — |
| 38 | RAYMOND JAMES FINANCIAL INC | 2.39M +233.0K (+10.8%) | 38.48M -2.9M (-7.0%) | 0.34% +0.034 pp | 0.01% -0.001 pp | USD19.36 -16.9% | 5 qtrs — |
| 39 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 2.31M -28.9K (-1.2%) | 37.12M -7.6M (-17.1%) | 0.33% -0.004 pp | 0.02% -0.004 pp | USD23.37 -31.2% | 25 qtrs — |
| 40 | AMERIPRISE FINANCIAL INC | 2.24M -417.0K (-15.7%) | 35.62M -14.0M (-28.1%) | 0.32% -0.059 pp | 0.01% -0.003 pp | USD22.08 -27.2% | 25 qtrs — |
| 41 | CI INVESTMENTS INC. | 2.19M -88.3K (-3.9%) | 35.23M -8.4M (-19.3%) | 0.31% -0.012 pp | 0.15% -0.004 pp | USD20.96 -23.3% | 25 qtrs — |
| 42 | SCHRODER INVESTMENT MANAGEMENT GROUP | 2.10M -200.4K (-8.7%) | 34.04M -9.8M (-22.3%) | 0.30% -0.028 pp | 0.03% -0.008 pp | USD28.93 -44.4% | 25 qtrs — |
| 43 | NUVEEN, LLC | 2.05M -764.9K (-27.2%) | 32.94M -20.9M (-38.9%) | 0.29% -0.109 pp | 0.01% -0.006 pp | USD20.22 -20.5% | 4 qtrs — |
| 44 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 2.01M +78.6K (+4.1%) | 32.63M -4.4M (-12.0%) | 0.29% +0.012 pp | 0.02% -0.005 pp | USD23.08 -30.3% | 25 qtrs — |
| 45 | TUDOR INVESTMENT CORP ET AL | 1.99M +1.5M (+290.0%) | 31.97M +22.2M (+227.5%) | 0.29% +0.213 pp | 0.06% +0.042 pp | USD16.84 -4.5% | 6 qtrs — |
| 46 | APG ASSET MANAGEMENT US INC. | 1.98M -293.2K (-12.9%) | 31.84M -11.8M (-27.0%) | 0.28% -0.042 pp | 0.25% -0.072 pp | USD27.17 -40.8% | 25 qtrs — |
| 47 | SWISS NATIONAL BANK | 1.87M -132.1K (-6.6%) | 30.08M -8.3M (-21.6%) | 0.27% -0.019 pp | 0.02% -0.004 pp | USD29.00 -44.6% | 25 qtrs — |
| 48 | STRS OHIO | 1.82M -350.5K (-16.2%) | 29.21M -12.3M (-29.6%) | 0.26% -0.050 pp | 0.11% -0.043 pp | USD24.65 -34.8% | 25 qtrs — |
| 49 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.69M +1.0M (+152.5%) | 27.21M +14.4M (+112.0%) | 0.24% +0.147 pp | 0.03% -0.002 pp | USD18.36 -12.4% | 25 qtrs — |
| 50 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 1.67M +104.4K (+6.7%) | 26.81M -3.1M (-10.4%) | 0.24% +0.015 pp | 0.63% -0.096 pp | USD18.91 -15.0% | 8 qtrs — |
| 51 | BNP PARIBAS ARBITRAGE, SNC | 1.66M +334.1K (+25.1%) | 26.75M +1.3M (+5.1%) | 0.24% +0.048 pp | 0.01% -0.002 pp | USD19.10 -15.8% | 5 qtrs — |
| 52 | ROYAL BANK OF CANADA | 1.61M +284.9K (+21.5%) | 25.94M +505.0K (+2.0%) | 0.23% +0.041 pp | 0.00% +0.000 pp | USD21.61 -25.6% | 25 qtrs — |
| 53 | BARCLAYS PLC | 1.61M +76.9K (+5.0%) | 25.90M -9.2M (-26.2%) | 0.23% +0.011 pp | 0.01% -0.003 pp | USD20.60 -21.9% | 16 qtrs — |
| 54 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 1.57M -25.6K (-1.6%) | 25.41M -5.2M (-17.1%) | 0.23% -0.003 pp | 0.04% -0.010 pp | USD20.15 -20.2% | 5 qtrs — |
| 55 | GW&K INVESTMENT MANAGEMENT, LLC | 1.56M -94.6K (-5.7%) | 25.14M -6.6M (-20.8%) | 0.22% -0.013 pp | 0.22% -0.064 pp | USD20.25 -20.6% | 11 qtrs — |
| 56 | CITIGROUP INC | 1.56M +343.5K (+28.2%) | 25.09M +1.8M (+7.7%) | 0.22% +0.050 pp | 0.01% +0.001 pp | USD20.14 -20.2% | 25 qtrs — |
| 57 | ADVISORS CAPITAL MANAGEMENT, LLC | 1.44M +34.9K (+2.5%) | 23.15M -3.8M (-13.9%) | 0.21% +0.005 pp | 0.27% -0.061 pp | USD19.08 -15.7% | 2 qtrs — |
| 58 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 1.44M +16.6K (+1.2%) | 23.09M -3.9M (-14.5%) | 0.21% +0.003 pp | 0.04% +0.002 pp | USD26.89 -40.2% | 25 qtrs — |
| 59 | HEITMAN REAL ESTATE SECURITIES LLC | 1.40M +386.2K (+38.2%) | 22.49M +3.1M (+16.0%) | 0.20% +0.056 pp | 1.58% +0.258 pp | USD18.32 -12.2% | 25 qtrs — |
| 60 | ASSET MANAGEMENT ONE CO., LTD. | 1.40M +8.2K (+0.6%) | 22.45M -4.2M (-15.6%) | 0.20% +0.002 pp | 0.06% -0.015 pp | USD27.64 -41.8% | 25 qtrs — |
| 61 | RHUMBLINE ADVISERS | 1.39M -4.5K (-0.3%) | 22.36M -4.4M (-16.3%) | 0.20% 0.000 pp | 0.02% -0.003 pp | USD27.83 -42.2% | 25 qtrs — |
| 62 | ABRDN PLC | 1.36M +54.9K (+4.2%) | 21.81M -3.0M (-12.0%) | 0.19% +0.008 pp | 0.03% -0.005 pp | USD22.14 -27.4% | 25 qtrs — |
| 63 | M&T BANK CORP | 1.35M +426.1K (+46.2%) | 21.69M +4.0M (+22.8%) | 0.19% +0.061 pp | 0.07% +0.010 pp | USD18.53 -13.2% | 25 qtrs — |
| 64 | ALLIANZ ASSET MANAGEMENT GMBH | 1.28M +606.8K (+89.7%) | 20.64M +7.7M (+59.3%) | 0.18% +0.087 pp | 0.02% +0.006 pp | USD21.00 -23.4% | 25 qtrs — |
| 65 | NOMURA ASSET MANAGEMENT CO LTD | 1.27M +34.1K (+2.8%) | 20.46M -3.3M (-13.7%) | 0.18% +0.005 pp | 0.05% -0.010 pp | USD26.06 -38.3% | 25 qtrs — |
| 66 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.27M -35.4K (-2.7%) | 20.35M -4.6M (-18.3%) | 0.18% -0.005 pp | 0.01% -0.003 pp | USD27.03 -40.5% | 25 qtrs — |
| 67 | MARSHALL WACE, LLP | 1.24M +483.6K (+63.9%) | 19.94M +5.5M (+37.6%) | 0.18% +0.070 pp | 0.02% +0.004 pp | USD18.15 -11.4% | 15 qtrs — |
| 68 | SUMMITTX CAPITAL, L.P. | 1.18M +445.7K (+61.0%) | 18.92M +4.9M (+35.2%) | 0.17% +0.064 pp | 0.57% -0.008 pp | USD17.47 -8.0% | 4 qtrs — |
| 69 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1.16M -38.7K (-3.2%) | 18.66M -4.3M (-18.7%) | 0.17% -0.005 pp | 0.06% -0.015 pp | USD29.60 -45.7% | 26 qtrs — |
| 70 | SG AMERICAS SECURITIES, LLC | 1.16M +1.1M (+2,416.7%) | 18.57M +17.7M (+2,013.0%) | 0.17% +0.159 pp | 0.02% +0.021 pp | USD16.17 -0.6% | 25 qtrs — |
| 71 | WELLS FARGO & COMPANY/MN | 1.11M -150.8K (-12.0%) | 17.83M -6.3M (-26.1%) | 0.16% -0.021 pp | 0.00% -0.001 pp | USD23.00 -30.1% | 25 qtrs — |
| 72 | 1832 ASSET MANAGEMENT L.P. | 1.10M -132.4K (-10.7%) | 17.69M -5.9M (-25.0%) | 0.16% -0.019 pp | 0.01% -0.005 pp | USD20.18 -20.3% | 6 qtrs — |
| 73 | GILLSON CAPITAL LP | 1.03M +1.0M (+100.0%) | 16.55M +16.5M (+100.0%) | 0.15% +0.148 pp | 1.08% +1.083 pp | USD16.08 +0.0% | 1 qtrs NEW |
| 74 | PRICE T ROWE ASSOCIATES INC /MD/ | 1.02M +7.2K (+0.7%) | 16.36M -3.0M (-15.4%) | 0.15% +0.001 pp | 0.00% 0.000 pp | USD28.85 -44.3% | 25 qtrs — |
| 75 | ALLIANCEBERNSTEIN L.P. | 979.5K -107.1K (-9.9%) | 15.75M -5.1M (-24.3%) | 0.14% -0.015 pp | 0.01% -0.002 pp | USD24.31 -33.9% | 25 qtrs — |
| 76 | SEI INVESTMENTS CO | 920.4K +123.5K (+15.5%) | 14.80M -461.6K (-3.0%) | 0.13% +0.018 pp | 0.01% -0.002 pp | USD22.59 -28.8% | 25 qtrs — |
| 77 | ZACKS INVESTMENT MANAGEMENT | 920.0K -96.1K (-9.5%) | 14.79M -4.7M (-24.0%) | 0.13% -0.014 pp | 0.12% -0.039 pp | USD27.43 -41.4% | 16 qtrs — |
| 78 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 882.3K +882.3K (+100.0%) | 14.19M +14.2M (+100.0%) | 0.13% +0.127 pp | 0.04% +0.037 pp | USD16.08 +0.0% | 1 qtrs NEW |
| 79 | JANNEY MONTGOMERY SCOTT LLC | 879.9K -40.5K (-4.4%) | 14.15M -3.5M (-19.7%) | 0.13% -0.006 pp | 0.03% -0.009 pp | USD25.37 -36.6% | 25 qtrs — |
| 80 | FORESIGHT GROUP LTD LIABILITY PARTNERSHIP | 853.3K -81.6K (-8.7%) | 13.79M -4.0M (-22.4%) | 0.12% -0.012 pp | 2.08% -0.578 pp | USD19.75 -18.6% | 9 qtrs — |
| 81 | SWEDBANK AB | 849.2K +690.0K (+433.4%) | 13.66M +10.6M (+347.9%) | 0.12% +0.099 pp | 0.01% +0.010 pp | USD17.78 -9.6% | 20 qtrs — |
| 82 | OPPENHEIMER ASSET MANAGEMENT INC. | 843.8K -177.4K (-17.4%) | 13.57M -6.0M (-30.6%) | 0.12% -0.025 pp | 0.17% -0.048 pp | USD22.71 -29.2% | 24 qtrs — |
| 83 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 828.3K -12.3K (-1.5%) | 13.32M -2.8M (-17.3%) | 0.12% -0.002 pp | 0.01% -0.003 pp | USD28.68 -43.9% | 25 qtrs — |
| 84 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 799.2K -86.8K (-9.8%) | 12.85M -4.1M (-24.3%) | 0.11% -0.012 pp | 0.02% -0.006 pp | USD22.62 -28.9% | 25 qtrs — |
| 85 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 788.7K -38.0 (0.0%) | 12.68M -2.4M (-16.0%) | 0.11% +0.000 pp | 0.02% -0.006 pp | USD19.90 -19.2% | 9 qtrs — |
| 86 | WORLDQUANT MILLENNIUM ADVISORS LLC | 771.9K +564.5K (+272.3%) | 12.41M +8.4M (+212.6%) | 0.11% +0.081 pp | 0.05% +0.031 pp | USD17.81 -9.7% | 6 qtrs — |
| 87 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 714.4K +551.5K (+338.5%) | 11.49M +8.4M (+268.2%) | 0.10% +0.079 pp | 0.00% +0.001 pp | USD16.72 -3.8% | 25 qtrs — |
| 88 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 670.0K -667.1K (-49.9%) | 10.77M -14.8M (-57.9%) | 0.10% -0.096 pp | 0.09% -0.136 pp | USD21.15 -24.0% | 25 qtrs — |
| 89 | MAN GROUP PLC | 655.1K -27.6K (-4.0%) | 10.53M -2.5M (-19.4%) | 0.09% -0.004 pp | 0.02% -0.005 pp | USD20.17 -20.3% | 15 qtrs — |
| 90 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 652.5K -14.2K (-2.1%) | 10.49M -2.3M (-17.8%) | 0.09% -0.002 pp | 0.02% -0.007 pp | USD23.43 -31.4% | 25 qtrs — |
| 91 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 649.8K -221.0 (0.0%) | 10.45M -2.0M (-16.1%) | 0.09% +0.000 pp | 0.02% -0.003 pp | USD32.00 -49.8% | 25 qtrs — |
| 92 | SQUAREPOINT OPS LLC | 637.2K +141.0K (+28.4%) | 10.25M +743.0K (+7.8%) | 0.09% +0.020 pp | 0.01% +0.001 pp | USD18.02 -10.8% | 21 qtrs — |
| 93 | BROOKSTONE CAPITAL MANAGEMENT | 628.5K -29.2K (-4.4%) | 10.11M -2.5M (-19.8%) | 0.09% -0.004 pp | 0.12% -0.035 pp | USD18.75 -14.2% | 8 qtrs — |
| 94 | DAVENPORT & CO LLC | 623.3K -65.5K (-9.5%) | 10.02M -3.2M (-24.0%) | 0.09% -0.009 pp | 0.05% -0.017 pp | USD18.77 -14.3% | 8 qtrs — |
| 95 | AVIVA PLC | 615.1K +16.6K (+2.8%) | 9.89M -1.6M (-13.7%) | 0.09% +0.003 pp | 0.02% -0.004 pp | USD20.43 -21.3% | 25 qtrs — |
| 96 | MACQUARIE GROUP LTD | 609.5K -651.2K (-51.7%) | 9.80M -14.3M (-59.4%) | 0.09% -0.093 pp | 0.04% +0.015 pp | USD23.98 -32.9% | 25 qtrs — |
| 97 | COMERICA BANK | 605.7K +128.3K (+26.9%) | 9.74M +597.5K (+6.5%) | 0.09% +0.019 pp | 0.04% +0.005 pp | USD18.19 -11.6% | 10 qtrs — |
| 98 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 596.0K -4.6K (-0.8%) | 9.58M -1.9M (-16.7%) | 0.09% -0.001 pp | 0.01% -0.002 pp | USD26.11 -38.4% | 25 qtrs — |
| 99 | VARMA MUTUAL PENSION INSURANCE CO | 585.7K +585.7K (+100.0%) | 9.42M +9.4M (+100.0%) | 0.08% +0.084 pp | 0.06% +0.057 pp | USD16.08 +0.0% | 1 qtrs NEW |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | BNY Mellon Global Infrastructure Income ETF BKGI | 6.81% | 77.33M | 0.65% |
| 2 | SRH REIT Covered Call ETF SRHR | 5.86% | 2.79M | 0.75% |
| 3 | Global X - S&P 500 High Yield Low Volatility ETF ZYUS.AX | 3.67% | 1.85M | 0.35% |
| 4 | Invesco S&P 500 High Dividend Low Volatility UCITS ETF HDLV.L | 3.66% | 16.23M | 0.30% |
| 5 | Invesco S&P 500 High Dividend Low Volatility ETF SPHD | 3.66% | 120.32M | 0.30% |
| 6 | Long Pond Real Estate Select ETF LPRE | 3.52% | 5.29M | 1.00% |
| 7 | Invesco S&P 500 Equal Weight Real Estate ETF RSPR | 3.45% | 3.62M | 0.40% |
| 8 | Invesco KBW Premium Yield Equity REIT ETF KBWY | 3.32% | 10.44M | 0.35% |
| 9 | Cullen Enhanced Equity Income ETF DIVP | 3.10% | 1.09M | 0.55% |
| 10 | iShares Residential and Multisector Real Estate ETF REZ | 3.08% | 27.05M | 0.48% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-16 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 808 | 16.70 | 13.5K | 22,271 | D | ↗ |
| 2026-02-15 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 495 | 16.70 | 8.3K | 23,079 | D | ↗ |
| 2026-02-07 | Thomas John T | Director | F-InKind | D | Common Stock | 6,454 | 16.85 | 108.7K | 828,668 | D | ↗ |
| 2026-02-07 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 657 | 16.85 | 11.1K | 23,574 | D | ↗ |
| 2026-02-06 | Thomas John T | Director | A-Award | A | Common Stock | 23,739 | 0.00 | — | 835,122 | D | ↗ |
| 2026-01-28 | Porter Tracy A | Officer | A-Award | A | LTIP Units | 11,256 | 0.00 | — | 11,256 | D | ↗ |
| 2026-01-28 | Patadia Ankit B. | Officer | A-Award | A | LTIP Units | 1,079 | 0.00 | — | 1,079 | D | ↗ |
| 2026-01-28 | Moses Kelvin O | Officer | A-Award | A | LTIP Units | 33,462 | 0.00 | — | 33,462 | D | ↗ |
| 2026-01-28 | Mabry Adam G | Officer | A-Award | A | LTIP Units | 2,156 | 0.00 | — | 2,156 | D | ↗ |
| 2026-01-28 | Johnston Shawn G | Officer | A-Award | A | LTIP Units | 15,462 | 0.00 | — | 15,462 | D | ↗ |
| 2026-01-28 | Brinker Scott M | Director / Officer | A-Award | A | LTIP Units | 14,133 | 0.00 | — | 14,133 | D | ↗ |
| 2026-01-28 | Bohn Scott R | Officer | A-Award | A | LTIP Units | 2,396 | 0.00 | — | 2,396 | D | ↗ |
| 2026-01-28 | Alonso Lisa A | Officer | A-Award | A | Common Stock | 456 | 0.00 | — | 20,655 | D | ↗ |
| 2025-11-28 | Thomas John T | Director | F-InKind | D | Common Stock | 81 | 18.26 | 1.5K | 811,383 | D | ↗ |
| 2025-11-28 | Patadia Ankit B. | Officer | F-InKind | D | Common Stock | 115 | 18.26 | 2.1K | 7,689 | D | ↗ |
| 2025-11-28 | Moses Kelvin O | Officer | F-InKind | D | Common Stock | 55 | 18.26 | 1.0K | 755 | D | ↗ |
| 2025-11-28 | Mabry Adam G | Officer | F-InKind | D | Common Stock | 58 | 18.26 | 1.1K | 4,515 | D | ↗ |
| 2025-11-28 | Johnston Shawn G | Officer | A-Award | A | Common Stock | 1,689 | 14.80 | 25.0K | 41,070 | D | ↗ |
| 2025-11-28 | Brinker Scott M | Director / Officer | F-InKind | D | Common Stock | 140 | 18.26 | 2.6K | 213,455 | D | ↗ |
| 2025-11-28 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 23 | 18.26 | 419.98 | 20,199 | D | ↗ |
| 2025-08-06 | Thomas John T | Director | P-Purchase | A | Common Stock | 1,450 | 17.06 | 24.7K | 810,016 | D | ↗ |
| 2025-08-04 | Brinker Scott M | Director / Officer | P-Purchase | A | Common Stock | 1,490 | 16.83 | 25.1K | 211,906 | D | ↗ |
| 2025-07-31 | Brinker Scott M | Director / Officer | P-Purchase | A | Common Stock | 2,930 | 17.06 | 50.0K | 210,416 | D | ↗ |
| 2025-07-28 | Thomas John T | Director | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 808,566 | D | ↗ |
| 2025-07-28 | Brinker Scott M | Director / Officer | P-Purchase | A | Common Stock | 2,873 | 17.40 | 50.0K | 207,486 | D | ↗ |
| 2025-06-04 | Brinker Scott M | Director / Officer | G-Gift | A | OP Units | 64,095 | 0.00 | — | 64,095 | I | ↗ |
| 2025-05-28 | Thompson Tommy G | Director | P-Purchase | A | Common Stock | 5,777 | 17.27 | 99.8K | 144,290 | D | ↗ |
| 2025-05-09 | Thompson Tommy G | Director | P-Purchase | A | Common Stock | 5,700 | 17.36 | 99.0K | 138,513 | D | ↗ |
| 2025-05-09 | Brinker Scott M | Director / Officer | P-Purchase | A | Common Stock | 2,750 | 17.39 | 47.8K | 204,613 | D | ↗ |
| 2025-04-29 | Lias-Booker Ava | Director | P-Purchase | A | Common Stock | 5,000 | 17.83 | 89.2K | 35,561 | D | ↗ |
| 2025-04-28 | Thomas John T | Director | P-Purchase | A | Common Stock | 4,200 | 17.84 | 74.9K | 813,566 | D | ↗ |
| 2025-04-28 | Sandstrom Katherine M | Director | P-Purchase | A | Common Stock | 11,288 | 17.65 | 199.2K | 56,268 | D | ↗ |
| 2025-04-28 | SHELLEY-KESSLER PAMELA | Director | P-Purchase | A | Common Stock | 1,420 | 17.61 | 25.0K | 1,620 | I | ↗ |
| 2025-04-28 | Lewis Sara Grootwassink | Director | P-Purchase | A | Common Stock | 6,000 | 17.66 | 105.9K | 9,000 | I | ↗ |
| 2025-04-28 | Brinker Scott M | Director / Officer | P-Purchase | A | Common Stock | 11,337 | 17.68 | 200.4K | 201,863 | D | ↗ |
| 2025-04-25 | Weiss Richard A. | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 69,725 | D | ↗ |
| 2025-04-25 | Thompson Tommy G | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 132,813 | D | ↗ |
| 2025-04-25 | Sandstrom Katherine M | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 66,925 | D | ↗ |
| 2025-04-25 | SHELLEY-KESSLER PAMELA | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 50,307 | D | ↗ |
| 2025-04-25 | Lias-Booker Ava | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 30,561 | D | ↗ |
| 2025-04-25 | Lewis Sara Grootwassink | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 46,744 | D | ↗ |
| 2025-04-25 | Griffin R Kent Jr | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 80,451 | D | ↗ |
| 2025-04-25 | Connor James B. | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 28,425 | D | ↗ |
| 2025-04-25 | Cartwright Brian G. | Director | A-Award | A | Common Stock | 10,657 | 0.00 | — | 73,746 | D | ↗ |
| 2025-04-03 | Thomas John T | Director | F-InKind | D | Common Stock | 6,718 | 20.06 | 134.8K | 809,366 | D | ↗ |
| 2025-03-01 | Porter Tracy A | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-03-01 | Moses Kelvin O | Officer | — | — | LTIP Units | 9,338 | 0.00 | — | 0 | D | ↗ |
| 2025-02-16 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 810 | 19.59 | 15.9K | 19,884 | D | ↗ |
| 2025-02-15 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 500 | 19.59 | 9.8K | 20,694 | D | ↗ |
| 2025-02-10 | Brinker Scott M | Director / Officer | F-InKind | D | Common Stock | 5,393 | 19.86 | 107.1K | 190,526 | D | ↗ |
| 2025-02-10 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 400 | 19.86 | 7.9K | 21,194 | D | ↗ |
| 2025-02-07 | Thomas John T | Director | A-Award | A | Common Stock | 20,141 | 0.00 | — | 816,084 | D | ↗ |
| 2025-01-31 | Alonso Lisa A | Officer | F-InKind | D | Common Stock | 1,480 | 20.51 | 30.4K | 21,594 | D | ↗ |
| 2025-01-30 | Scott Peter A | Officer | A-Award | A | LTIP Units | 28,313 | 0.00 | — | 28,313 | D | ↗ |
| 2025-01-30 | Patadia Ankit B. | Officer | A-Award | A | LTIP Units | 10,491 | 0.00 | — | 10,491 | D | ↗ |
| 2025-01-30 | Miller Jeffrey H | Officer | A-Award | A | LTIP Units | 6,709 | 0.00 | — | 6,709 | D | ↗ |
| 2025-01-30 | Mabry Adam G | Officer | A-Award | A | LTIP Units | 20,982 | 0.00 | — | 20,982 | D | ↗ |
| 2025-01-30 | Klaritch Thomas | Officer | A-Award | A | LTIP Units | 22,353 | 0.00 | — | 22,353 | D | ↗ |
| 2025-01-30 | Johnston Shawn G | Officer | A-Award | A | LTIP Units | 11,658 | 0.00 | — | 11,658 | D | ↗ |
| 2025-01-30 | Brinker Scott M | Director / Officer | A-Award | A | LTIP Units | 137,532 | 0.00 | — | 137,532 | D | ↗ |
| 2025-01-30 | Bohn Scott R | Officer | A-Award | A | LTIP Units | 23,313 | 0.00 | — | 23,313 | D | ↗ |
| 2025-01-30 | Alonso Lisa A | Officer | A-Award | A | Common Stock | 2,517 | 0.00 | — | 23,074 | D | ↗ |
| 2024-12-11 | Thomas John T | Director | G-Gift | D | Common Stock | 48,775 | 0.00 | — | 795,943 | D | ↗ |
| 2024-09-04 | Klaritch Thomas | Officer | G-Gift | D | Common Stock | 6,488 | 0.00 | — | 330,412 | — | ↗ |
| 2024-04-26 | Weiss Richard A. | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 59,068 | — | ↗ |
| 2024-04-26 | Thompson Tommy G | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 122,156 | — | ↗ |
| 2024-04-26 | Sandstrom Katherine M | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 44,980 | — | ↗ |
| 2024-04-26 | SHELLEY-KESSLER PAMELA | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 39,650 | — | ↗ |
| 2024-04-26 | Lias-Booker Ava | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 19,904 | — | ↗ |
| 2024-04-26 | Lewis Sara Grootwassink | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 36,087 | — | ↗ |
| 2024-04-26 | Griffin R Kent Jr | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 69,794 | — | ↗ |
| 2024-04-26 | Connor James B. | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 17,768 | — | ↗ |
| 2024-04-26 | Cartwright Brian G. | Director | A-Award | A | Common Stock | 9,575 | 0.00 | — | 63,089 | — | ↗ |
| 2024-04-03 | Thomas John T | Director | A-Award | A | Common Stock | 21,763 | 0.00 | — | 844,718 | — | ↗ |
| 2024-03-04 | Lewis Sara Grootwassink | Director | P-Purchase | A | Common Stock | 18,000 | 16.71 | 300.8K | 22,000 | — | ↗ |
| 2024-03-01 | Weiss Richard A. | Director | — | D | Common Stock | 0 | 0.00 | — | 49,493 | — | ↗ |
| 2024-03-01 | Thompson Tommy G | Director | M-Exempt | A | Common shares, $0.01 par value | 4,582 | 0.00 | — | 156,830 | — | ↗ |
| 2024-03-01 | Thomas John T | Director / Officer | M-Exempt | D | 2022 Performance Based Restricted Share Unit Grant | 81,644 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Theine Mark D. | Officer | M-Exempt | D | 2022 Performance Based Restricted Share Unit Grant | 31,155 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Taylor Del Mar Deeni | Officer | M-Exempt | A | Common shares, $0.01 par value | 135,675 | 0.00 | — | 450,364 | — | ↗ |
| 2024-03-01 | THEILER JEFFREY | Officer | M-Exempt | A | Common shares, $0.01 par value | 116,115 | 0.00 | — | 490,523 | — | ↗ |
| 2024-03-01 | SHELLEY-KESSLER PAMELA | Director | M-Exempt | D | 2022 Restricted Share Unit Grant | 3,360 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Page Bradley D. | Officer | M-Exempt | D | 2022 Performance Based Restricted Share Unit Grant | 20,288 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Lucey John W. | Officer | M-Exempt | A | Common shares, $0.01 par value | 76,776 | 0.00 | — | 345,632 | — | ↗ |
| 2024-03-01 | Lias-Booker Ava | Director | M-Exempt | D | 2023 Restricted Share Unit Grant | 7,483 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Klein Daniel M | Officer | D-Return | D | Common shares, $0.01 par value | 203,521 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Hall Amy M | Officer | M-Exempt | D | 2023 Performance Based Restricted Share Unit Grant | 14,745 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Ebinger William A. | Director | M-Exempt | D | 2022 Restricted Share Unit Grant | 3,360 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Dukes William Mark | Officer | M-Exempt | D | 2023 Performance Based Restricted Share Unit Grant | 14,745 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Becker Laurie P | Officer | M-Exempt | A | Common shares, $0.01 par value | 66,309 | 0.00 | — | 193,676 | — | ↗ |
| 2024-03-01 | Baumgartner Mark A. | Director | D-Return | D | Common shares, $0.01 par value | 69,358 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Anderson Stanton D. | Director | M-Exempt | A | Common shares, $0.01 par value | 7,483 | 0.00 | — | 48,468 | — | ↗ |
| 2024-01-18 | Thomas John T | Director / Officer | F-InKind | D | Common shares, $0.01 par value | 46,394 | 12.95 | 600.8K | 696,871 | — | ↗ |
| 2024-01-18 | Theine Mark D. | Officer | M-Exempt | A | Common shares, $0.01 par value | 57,111 | 0.00 | — | 292,368 | — | ↗ |
| 2024-01-18 | Taylor Del Mar Deeni | Officer | M-Exempt | A | Common shares, $0.01 par value | 70,972 | 0.00 | — | 226,648 | — | ↗ |
| 2024-01-18 | THEILER JEFFREY | Officer | M-Exempt | D | 2021 Performance Based Restricted Share Unit Grant | 35,700 | 0.00 | — | 0 | — | ↗ |
| 2024-01-18 | Page Bradley D. | Officer | M-Exempt | D | 2021 Performance Based Restricted Share Unit Grant | 18,722 | 0.00 | — | 0 | — | ↗ |
| 2024-01-18 | Lucey John W. | Officer | M-Exempt | D | 2021 Performance Based Restricted Share Unit Grant | 19,611 | 0.00 | — | 0 | — | ↗ |
| 2024-01-18 | Klein Daniel M | Officer | M-Exempt | A | Common shares, $0.01 par value | 33,684 | 0.00 | — | 160,414 | — | ↗ |
| 2024-01-18 | Hall Amy M | Officer | M-Exempt | A | Common shares, $0.01 par value | 22,527 | 0.00 | — | 58,785 | — | ↗ |
| 2024-01-18 | Dukes William Mark | Officer | M-Exempt | D | 2021 Performance Based Restricted Share Unit Grant | 1,888 | 0.00 | — | 0 | — | ↗ |
| 2024-01-18 | Becker Laurie P | Officer | F-InKind | D | Common shares, $0.01 par value | 16,300 | 12.95 | 211.1K | 72,278 | — | ↗ |
| 2024-01-02 | Theine Mark D. | Officer | F-InKind | D | Common shares, $0.01 par value | 6,145 | 13.23 | 81.3K | 235,257 | — | ↗ |
| 2024-01-02 | Taylor Del Mar Deeni | Officer | F-InKind | D | Common shares, $0.01 par value | 3,272 | 13.23 | 43.3K | 155,676 | — | ↗ |
| 2024-01-02 | Lucey John W. | Officer | F-InKind | D | Common shares, $0.01 par value | 2,783 | 13.23 | 36.8K | 184,656 | — | ↗ |
| 2024-01-02 | Becker Laurie P | Officer | F-InKind | D | Common shares, $0.01 par value | 1,193 | 13.23 | 15.8K | 54,894 | — | ↗ |
| 2023-12-29 | SHELLEY-KESSLER PAMELA | Director | M-Exempt | A | Common shares, $0.01 par value | 2,808 | 0.00 | — | 2,808 | — | ↗ |
| 2023-12-29 | Lias-Booker Ava | Director | M-Exempt | A | Common shares, $0.01 par value | 1,123 | 0.00 | — | 4,483 | — | ↗ |
| 2023-12-29 | BLACK ALBERT JR | Director | M-Exempt | A | Common shares, $0.01 par value | 7,343 | 0.00 | — | 108,815 | — | ↗ |
| 2023-12-08 | Hall Amy M | Officer | S-Sale | D | Common shares, $0.01 par value | 4,001 | 12.58 | 50.3K | 35,824 | — | ↗ |
| 2023-09-14 | Becker Laurie P | Officer | S-Sale | D | Common shares, $0.01 par value | 22,322 | 13.47 | 300.7K | 55,776 | — | ↗ |
| 2023-09-12 | BLACK ALBERT JR | Director | P-Purchase | A | Common shares, $0.01 par value | 2,264 | 13.26 | 30.0K | 101,472 | — | ↗ |
| 2023-08-21 | Taylor Del Mar Deeni | Officer | G-Gift | D | Common shares, $0.01 par value | 21,677 | 0.00 | — | 158,948 | — | ↗ |
| 2023-08-16 | Taylor Del Mar Deeni | Officer | J-Other | D | Common shares, $0.01 par value | 137,550 | 0.00 | — | 180,625 | — | ↗ |
| 2023-08-15 | Taylor Del Mar Deeni | Officer | J-Other | D | Common shares, $0.01 par value | 27,348 | 0.00 | — | 318,175 | — | ↗ |
| 2023-07-18 | Anderson Stanton D. | Director | G-Gift | D | Common shares, $0.01 par value | 6,964 | 0.00 | — | 18,924 | — | ↗ |
| 2023-03-01 | Weiss Richard A. | Director | M-Exempt | A | Common shares, $0.01 par value | 3,360 | 0.00 | — | 62,590 | — | ↗ |
| 2023-03-01 | Thompson Tommy G | Director | M-Exempt | D | 2022 Restricted Share Unit Grant | 4,582 | 0.00 | — | 4,582 | — | ↗ |
| 2023-03-01 | Thomas John T | Director / Officer | A-Award | A | 2023 Performance Based Restricted Share Unit Grant | 93,674 | 0.00 | — | 93,674 | — | ↗ |
| 2023-03-01 | Theine Mark D. | Officer | A-Award | A | Common shares, $0.01 par value | 29,143 | 0.00 | — | 250,636 | — | ↗ |
| 2023-03-01 | Taylor Del Mar Deeni | Officer | A-Award | A | 2023 Performance Based Restricted Share Unit Grant | 45,225 | 0.00 | — | 45,225 | — | ↗ |
| 2023-03-01 | THEILER JEFFREY | Officer | A-Award | A | 2023 Performance Based Restricted Share Unit Grant | 47,429 | 0.00 | — | 47,429 | — | ↗ |
| 2023-03-01 | SHELLEY-KESSLER PAMELA | Director | M-Exempt | D | 2021 Restricted Share Unit Grant | 2,905 | 0.00 | — | 0 | — | ↗ |
| 2023-03-01 | Page Bradley D. | Officer | A-Award | A | Common shares, $0.01 par value | 15,796 | 0.00 | — | 55,391 | — | ↗ |
| 2023-03-01 | Lucey John W. | Officer | F-InKind | D | Common shares, $0.01 par value | 6,667 | 14.70 | 98.0K | 186,006 | — | ↗ |
| 2023-03-01 | Lias-Booker Ava | Director | A-Award | A | 2023 Restricted Share Unit Grant | 7,483 | 0.00 | — | 7,483 | — | ↗ |
| 2023-03-01 | Klein Daniel M | Officer | A-Award | A | Common shares, $0.01 par value | 14,735 | 0.00 | — | 130,604 | — | ↗ |
| 2023-03-01 | Hall Amy M | Officer | A-Award | A | Common shares, $0.01 par value | 9,830 | 0.00 | — | 42,362 | — | ↗ |
| 2023-03-01 | Ebinger William A. | Director | M-Exempt | A | Common shares, $0.01 par value | 3,360 | 0.00 | — | 57,739 | — | ↗ |
| 2023-03-01 | Dukes William Mark | Officer | A-Award | A | 2023 Performance Based Restricted Share Unit Grant | 14,745 | 0.00 | — | 14,745 | — | ↗ |
| 2023-03-01 | Becker Laurie P | Officer | A-Award | A | Common shares, $0.01 par value | 14,735 | 0.00 | — | 82,419 | — | ↗ |
| 2023-03-01 | Baumgartner Mark A. | Director | M-Exempt | D | 2021 Restricted Share Unit Grant | 2,905 | 0.00 | — | 0 | — | ↗ |
| 2023-03-01 | BLACK ALBERT JR | Director | M-Exempt | D | 2022 Restricted Share Unit Grant | 3,360 | 0.00 | — | 3,360 | — | ↗ |
| 2023-03-01 | Anderson Stanton D. | Director | M-Exempt | D | 2021 Restricted Share Unit Grant | 2,905 | 0.00 | — | 0 | — | ↗ |
| 2023-02-28 | BLACK ALBERT JR | Director | P-Purchase | A | Common shares, $0.01 par value | 1,021 | 14.98 | 15.3K | 99,208 | — | ↗ |
| 2023-02-23 | Thomas John T | Director / Officer | M-Exempt | A | Common shares, $0.01 par value | 196,306 | 0.00 | — | 656,631 | — | ↗ |
| 2023-02-23 | Theine Mark D. | Officer | M-Exempt | D | 2020 Performance Based Restricted Share Unit Grant | 25,617 | 0.00 | — | 0 | — | ↗ |
| 2023-02-23 | Taylor Del Mar Deeni | Officer | M-Exempt | A | Common shares, $0.01 par value | 92,955 | 0.00 | — | 358,201 | — | ↗ |
| 2023-02-23 | THEILER JEFFREY | Officer | M-Exempt | A | Common shares, $0.01 par value | 92,955 | 0.00 | — | 351,272 | — | ↗ |
| 2023-02-23 | Page Bradley D. | Officer | M-Exempt | A | Common shares, $0.01 par value | 48,746 | 0.00 | — | 62,821 | — | ↗ |
| 2023-02-23 | Lucey John W. | Officer | F-InKind | D | Common shares, $0.01 par value | 23,259 | 15.07 | 350.5K | 175,611 | — | ↗ |
| 2023-02-23 | Klein Daniel M | Officer | M-Exempt | A | Common shares, $0.01 par value | 44,118 | 0.00 | — | 136,379 | — | ↗ |
| 2023-02-23 | Hall Amy M | Officer | M-Exempt | D | 2020 Performance Based Restricted Share Unit Grant | 1,234 | 0.00 | — | 0 | — | ↗ |
| 2023-02-23 | Dukes William Mark | Officer | M-Exempt | A | Common shares, $0.01 par value | 4,608 | 0.00 | — | 29,557 | — | ↗ |
| 2023-02-23 | Becker Laurie P | Officer | M-Exempt | A | Common shares, $0.01 par value | 35,131 | 0.00 | — | 84,570 | — | ↗ |
| 2023-01-01 | Thomas John T | Officer | A-Award | A | Common shares, $0.01 par value | 7,689 | 0.00 | — | 459,922 | — | ↗ |
| 2023-01-01 | Theine Mark D. | Officer | A-Award | A | Common shares, $0.01 par value | 14,685 | 0.00 | — | 182,131 | — | ↗ |
| 2023-01-01 | Taylor Del Mar Deeni | Officer | A-Award | A | Common shares, $0.01 par value | 9,157 | 0.00 | — | 262,363 | — | ↗ |
| 2023-01-01 | Lucey John W. | Officer | A-Award | A | Common shares, $0.01 par value | 6,651 | 0.00 | — | 149,724 | — | ↗ |
| 2023-01-01 | Lias-Booker Ava | Director | A-Award | A | 2023 Restricted Share Unit Retainer Grant | 1,685 | 0.00 | — | 1,685 | — | ↗ |
| 2023-01-01 | Becker Laurie P | Officer | A-Award | A | Common shares, $0.01 par value | 2,851 | 0.00 | — | 49,439 | — | ↗ |
| 2023-01-01 | BLACK ALBERT JR | Director | A-Award | A | 2023 Restricted Share Unit Retainer Grant | 7,343 | 0.00 | — | 7,343 | — | ↗ |
| 2022-12-30 | SHELLEY-KESSLER PAMELA | Director | A-Award | A | 2023 Restricted Share Unit Retainer Grant | 2,808 | 0.00 | — | 2,808 | D | ↗ |
| 2022-12-30 | BLACK ALBERT JR | Director | M-Exempt | A | Common shares, $0.01 par value | 5,643 | 0.00 | — | 91,922 | — | ↗ |
| 2022-12-22 | Thomas John T | Officer | G-Gift | D | Common shares, $0.01 par value | 2,500 | 0.00 | — | 452,233 | — | ↗ |
| 2022-12-21 | Thomas John T | Officer | G-Gift | D | Common shares, $0.01 par value | 3,000 | 0.00 | — | 457,233 | — | ↗ |
| 2022-12-14 | Thompson Tommy G | Director | P-Purchase | A | Common shares, $0.01 par value | 6,575 | 15.04 | 98.9K | 25,635 | — | ↗ |
| 2022-12-13 | Thompson Tommy G | Director | P-Purchase | A | Common shares, $0.01 par value | 17,760 | 15.16 | 269.2K | 19,060 | — | ↗ |
| 2022-08-18 | Thomas John T | Officer | S-Sale | D | Common shares, $0.01 par value | 10,000 | 17.81 | 178.1K | 459,801 | — | ↗ |
| 2022-08-17 | Thomas John T | Officer | S-Sale | D | Common shares, $0.01 par value | 10,000 | 17.95 | 179.5K | 479,801 | — | ↗ |
| 2022-08-15 | Thomas John T | Officer | S-Sale | D | Common shares, $0.01 par value | 10,000 | 18.15 | 181.5K | 489,801 | — | ↗ |
| 2022-08-15 | Page Bradley D. | Officer | S-Sale | D | Common shares, $0.01 par value | 4,330 | 18.12 | 78.5K | 35,200 | — | ↗ |
| 2022-08-10 | Thomas John T | Officer | G-Gift | D | Common shares, $0.01 par value | 5,000 | 0.00 | — | 509,801 | — | ↗ |
| 2022-06-14 | SHELLEY-KESSLER PAMELA | Director | P-Purchase | A | Common shares, $0.01 par value | 3,000 | 16.81 | 50.4K | 3,000 | — | ↗ |
| 2022-05-17 | Weiss Richard A. | Director | S-Sale | D | Common shares, $0.01 par value | 2,898 | 18.00 | 52.2K | 56,325 | — | ↗ |
| 2022-03-03 | BLACK ALBERT JR | Director | P-Purchase | A | Common shares, $0.01 par value | 6,079 | 16.62 | 101.0K | 81,951 | — | ↗ |
| 2022-03-02 | Weiss Richard A. | Director | M-Exempt | A | Common shares, $0.01 par value | 2,590 | 0.00 | — | 59,223 | — | ↗ |
| 2022-03-02 | Thompson Tommy G | Director | M-Exempt | D | 2020 Restricted Share Unit Grant | 3,886 | 0.00 | — | 0 | — | ↗ |
| 2022-03-02 | SHELLEY-KESSLER PAMELA | Director | M-Exempt | D | 2020 Restricted Share Unit Grant | 2,590 | 0.00 | — | 0 | — | ↗ |
| 2022-03-02 | Ebinger William A. | Director | M-Exempt | D | 2020 Restricted Share Unit Grant | 2,590 | 0.00 | — | 0 | — | ↗ |
| 2022-03-02 | Baumgartner Mark A. | Director | M-Exempt | A | Common shares, $0.01 par value | 2,590 | 0.00 | — | 52,250 | — | ↗ |
| 2022-03-02 | BLACK ALBERT JR | Director | M-Exempt | A | Common shares, $0.01 par value | 2,590 | 0.00 | — | 75,872 | — | ↗ |
| 2022-03-02 | Anderson Stanton D. | Director | M-Exempt | A | Common shares, $0.01 par value | 2,590 | 0.00 | — | 40,443 | — | ↗ |
| 2022-03-01 | Weiss Richard A. | Director | M-Exempt | A | Common shares, $0.01 par value | 2,906 | 0.00 | — | 56,633 | — | ↗ |
| 2022-03-01 | Thompson Tommy G | Director | M-Exempt | D | 2021 Restricted Share Unit Grant | 4,358 | 0.00 | — | 4,358 | — | ↗ |
| 2022-03-01 | Thomas John T | Director / Officer | A-Award | A | 2022 Performance Based Restricted Share Unit Grant | 81,644 | 0.00 | — | 81,644 | — | ↗ |
| 2022-03-01 | Theine Mark D. | Officer | A-Award | A | 2022 Performance Based Restricted Share Unit Grant | 31,155 | 0.00 | — | 31,155 | — | ↗ |
| 2022-03-01 | Taylor Del Mar Deeni | Officer | A-Award | A | 2022 Performance Based Restricted Share Unit Grant | 38,705 | 0.00 | — | 38,705 | — | ↗ |
| 2022-03-01 | THEILER JEFFREY | Officer | A-Award | A | 2022 Performance Based Restricted Share Unit Grant | 38,705 | 0.00 | — | 38,705 | — | ↗ |
| 2022-03-01 | SHELLEY-KESSLER PAMELA | Director | M-Exempt | A | Common shares, $0.01 par value | 2,906 | 0.00 | — | 16,577 | — | ↗ |
| 2022-03-01 | Page Bradley D. | Officer | A-Award | A | Common shares, $0.01 par value | 13,525 | 0.00 | — | 45,148 | — | ↗ |
| 2022-03-01 | Lucey John W. | Officer | A-Award | A | Common shares, $0.01 par value | 14,185 | 0.00 | — | 147,877 | — | ↗ |
| 2022-03-01 | Lias-Booker Ava | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-01 | Klein Daniel M | Officer | A-Award | A | 2022 Performance Based Restricted Share Unit Grant | 18,363 | 0.00 | — | 18,363 | — | ↗ |
| 2022-03-01 | Hall Amy M | Officer | A-Award | A | 2022 Performance Based Restricted Share Unit Grant | 12,279 | 0.00 | — | 12,279 | — | ↗ |
| 2022-03-01 | Ebinger William A. | Director | A-Award | A | 2022 Restricted Share Unit Grant | 6,720 | 0.00 | — | 6,720 | — | ↗ |
| 2022-03-01 | Dukes William Mark | Officer | — | D | 2021 Performance Based Restricted Share Unit Grant | 1,888 | 0.00 | — | 0 | — | ↗ |
| 2022-03-01 | Becker Laurie P | Officer | F-InKind | D | Common shares, $0.01 par value | 5,310 | 16.37 | 86.9K | 45,234 | — | ↗ |
| 2022-03-01 | Baumgartner Mark A. | Director | M-Exempt | D | 2021 Restricted Share Unit Grant | 2,906 | 0.00 | — | 2,905 | — | ↗ |
| 2022-03-01 | BLACK ALBERT JR | Director | M-Exempt | A | Common shares, $0.01 par value | 2,906 | 0.00 | — | 73,282 | — | ↗ |
| 2022-03-01 | Anderson Stanton D. | Director | M-Exempt | D | 2021 Restricted Share Unit Grant | 2,906 | 0.00 | — | 2,905 | — | ↗ |
| 2022-02-22 | Thomas John T | Director / Officer | M-Exempt | A | Common shares, $0.01 par value | 111,404 | 0.00 | — | 539,551 | — | ↗ |
| 2022-02-22 | Theine Mark D. | Officer | M-Exempt | D | 2019 Performance Based Restricted Share Unit Grant | 26,831 | 0.00 | — | 0 | — | ↗ |
| 2022-02-22 | Taylor Del Mar Deeni | Officer | M-Exempt | A | Common shares, $0.01 par value | 52,734 | 0.00 | — | 254,182 | — | ↗ |
| 2022-02-22 | THEILER JEFFREY | Officer | M-Exempt | A | Common shares, $0.01 par value | 52,734 | 0.00 | — | 253,746 | — | ↗ |
| 2022-02-22 | Page Bradley D. | Officer | F-InKind | D | Common shares, $0.01 par value | 13,226 | 17.07 | 225.8K | 31,623 | — | ↗ |
| 2022-02-22 | Lucey John W. | Officer | M-Exempt | A | Common shares, $0.01 par value | 27,693 | 0.00 | — | 146,936 | — | ↗ |
| 2022-02-22 | Klein Daniel M | Officer | M-Exempt | D | 2019 Performance Based Restricted Share Unit Grant | 15,847 | 0.00 | — | 0 | — | ↗ |
| 2022-02-22 | Hall Amy M | Officer | M-Exempt | D | 2019 Performance Based Restricted Share Unit Grant | 1,332 | 0.00 | — | 0 | — | ↗ |
| 2022-02-22 | Becker Laurie P | Officer | M-Exempt | A | Common shares, $0.01 par value | 11,053 | 0.00 | — | 43,743 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Scott M. Brinker President and Chief Executive Officer | 825.0K | — | 7.21M | — | 1.99M | 53.2K | 10.07M | 71.56% | ↗ |
| 2 | 2025 | Kelvin O. Moses Chief Financial Officer | 518.6K | — | 2.26M | — | 823.6K | 32.5K | 3.63M | 62.14% | ↗ |
| 3 | 2025 | Thomas M. Klaritch Former Chief Operating Officer | 450.0K | 1.04M | 1.27M | — | — | 185.5K | 2.94M | 43.12% | ↗ |
| 4 | 2025 | Adam G. Mabry Chief Investment Officer | 550.0K | — | 1.50M | — | 823.6K | 35.3K | 2.91M | 51.51% | ↗ |
| 5 | 2025 | Scott R. Bohn Chief Development Officer and Head of Lab | 550.0K | — | 1.34M | — | 685.9K | 30.0K | 2.60M | 51.36% | ↗ |
| 6 | 2025 | Peter A. Scott Former Chief Financial Officer | 174.8K | — | 2.24M | — | — | 23.1K | 2.44M | 91.89% | ↗ |
| 7 | 2025 | Tracy A. Porter EVP and General Counsel | 425.0K | — | 1.20M | — | 534.3K | 38.8K | 2.20M | 54.67% | ↗ |
| 8 | 2024 | Scott M. Brinker President and Chief Executive Officer | 750.0K | — | 5.71M | — | 1.97M | 27.4K | 8.47M | 67.50% | ↗ |
| 9 | 2024 | Peter A. Scott Chief Financial Officer | 650.0K | — | 2.28M | — | 1.70M | 27.9K | 4.66M | 48.89% | ↗ |
| 10 | 2024 | Peter A. Scott Former Chief Financial Officer | 650.0K | — | 2.28M | — | 1.70M | 27.9K | 4.66M | 48.89% | ↗ |
| 11 | 2024 | Thomas M. Klaritch Chief Operating Officer | 600.0K | — | 1.69M | — | 1.52M | 24.9K | 3.84M | 44.17% | ↗ |
| 12 | 2024 | Thomas M. Klaritch Former Chief Operating Officer | 600.0K | — | 1.69M | — | 1.52M | 24.9K | 3.84M | 44.17% | ↗ |
| 13 | 2024 | Scott R. Bohn Chief Development Officer and Head of Lab | 525.0K | — | 968.6K | — | 858.3K | 21.7K | 2.37M | 40.81% | ↗ |
| 14 | 2024 | Adam G. Mabry Chief Investment Officer | 500.0K | — | 871.8K | — | 858.3K | 22.5K | 2.25M | 38.70% | ↗ |
| 15 | 2023 | Scott M. Brinker President and Chief Executive Officer | 750.0K | — | 5.20M | — | 1.73M | 13.2K | 7.69M | 67.65% | ↗ |
| 16 | 2023 | Peter A. Scott Chief Financial Officer | 650.0K | — | 2.07M | — | 1.49M | 13.2K | 4.22M | 49.11% | ↗ |
| 17 | 2023 | Peter A. Scott Former Chief Financial Officer | 650.0K | — | 2.07M | — | 1.49M | 13.2K | 4.22M | 49.11% | ↗ |
| 18 | 2023 | Thomas M. Klaritch Chief Operating Officer | 600.0K | — | 1.54M | — | 1.34M | 13.2K | 3.49M | 44.19% | ↗ |
| 19 | 2023 | Thomas M. Klaritch Former Chief Operating Officer | 600.0K | — | 1.54M | — | 1.34M | 13.2K | 3.49M | 44.19% | ↗ |
| 20 | 2023 | Ankit B. Patadia Executive Vice President and Treasurer – Corporate Finance | 425.0K | — | 1.05M | — | 668.3K | 13.2K | 2.16M | 48.72% | ↗ |
| 21 | 2023 | Scott R. Bohn Chief Development Officer and Head of Lab | 525.0K | — | 882.1K | — | 720.0K | 13.2K | 2.14M | 41.22% | ↗ |
| 22 | 2023 | Adam G. Mabry Chief Investment Officer | 500.0K | — | 793.9K | — | 742.5K | 13.2K | 2.05M | 38.73% | ↗ |
| 23 | 2022 | Thomas M. Herzog Former Chief Executive Officer | 881.7K | — | 7.37M | — | 2.19M | 13.87M | 24.31M | 30.34% | ↗ |
| 24 | 2022 | Scott M. Brinker President and Chief Executive Officer | 750.0K | — | 3.13M | — | 1.66M | 12.2K | 5.56M | 56.40% | ↗ |
| 25 | 2022 | John T. Thomas President and Chief Executive Officer | 944.2K | — | 2.57M | — | 1.77M | 69.3K | 5.35M | 47.97% | ↗ |
| 26 | 2022 | Peter A. Scott Chief Financial Officer | 650.0K | — | 2.00M | — | 1.44M | 12.2K | 4.11M | 48.73% | ↗ |
| 27 | 2022 | Troy E. McHenry Former Chief Legal Officer and General Counsel | 502.3K | — | 1.32M | — | — | 2.01M | 3.83M | 34.37% | ↗ |
| 28 | 2022 | Thomas M. Klaritch Chief Operating Officer | 600.0K | — | 1.58M | — | 1.30M | 12.2K | 3.49M | 45.26% | ↗ |
| 29 | 2022 | D. Deeni Taylor Executive Vice President - Chief Investment Officer | 570.5K | — | 1.27M | — | 787.5K | 50.7K | 2.68M | 47.39% | ↗ |
| 30 | 2022 | Jeffrey N. Theiler Executive Vice President - Chief Financial Officer | 551.6K | — | 1.27M | — | 787.5K | 47.3K | 2.66M | 47.79% | ↗ |
| 31 | 2022 | Scott R. Bohn Chief Development Officer and Co-Head of Life Science | 461.9K | — | 1.45M | — | 639.5K | 12.2K | 2.56M | 56.53% | ↗ |
| 32 | 2022 | Scott R. Bohn Chief Development Officer and Head of Lab | 461.9K | — | 1.45M | — | 639.5K | 12.2K | 2.56M | 56.53% | ↗ |
| 33 | 2022 | Adam G. Mabry Chief Investment Officer | 469.5K | 361.7K | 1.33M | — | 172.2K | 12.2K | 2.35M | 56.70% | ↗ |
| 34 | 2022 | Mark D. Theine Executive Vice President - Asset Management | 459.2K | — | 1.02M | — | 633.9K | 43.5K | 2.16M | 47.33% | ↗ |
| 35 | 2022 | John W. Lucey Chief Accounting and Administrative Officer | 400.8K | — | 668.6K | — | 576.4K | 36.2K | 1.68M | 39.75% | ↗ |
| 36 | 2021 | Thomas M. Herzog Former Chief Executive Officer | 1.15M | — | 7.10M | — | 3.45M | 11.6K | 11.71M | 60.63% | ↗ |
| 37 | 2021 | Thomas M. Herzog Chief Executive Officer | 1.15M | — | 7.10M | — | 3.45M | 11.6K | 11.71M | 60.63% | ↗ |
| 38 | 2021 | Scott M. Brinker President and Chief Investment Officer | 750.0K | — | 2.66M | — | 1.73M | 11.6K | 5.15M | 51.72% | ↗ |
| 39 | 2021 | Scott M. Brinker President and Chief Executive Officer | 750.0K | — | 2.66M | — | 1.73M | 11.6K | 5.15M | 51.72% | ↗ |
| 40 | 2021 | John T. Thomas President and Chief Executive Officer | 923.6K | — | 2.52M | — | 1.38M | 57.6K | 4.89M | 51.62% | ↗ |
| 41 | 2021 | Peter A. Scott Chief Financial Officer | 650.0K | — | 1.62M | — | 1.50M | 11.6K | 3.79M | 42.89% | ↗ |
| 42 | 2021 | Thomas M. Klaritch Chief Operating Officer | 600.0K | — | 1.52M | — | 1.35M | 11.6K | 3.48M | 43.69% | ↗ |
| 43 | 2021 | Troy E. McHenry Former Chief Legal Officer and General Counsel | 600.0K | — | 1.07M | — | 975.0K | 11.6K | 2.65M | 40.17% | ↗ |
| 44 | 2021 | Troy E. McHenry Chief Legal Officer and General Counsel | 600.0K | — | 1.07M | — | 975.0K | 11.6K | 2.65M | 40.17% | ↗ |
| 45 | 2021 | D. Deeni Taylor Executive Vice President - Chief Investment Officer | 560.8K | — | 1.25M | — | 614.4K | 47.7K | 2.47M | 50.47% | ↗ |
| 46 | 2021 | Jeffrey N. Theiler Executive Vice President - Chief Financial Officer | 534.8K | — | 1.25M | — | 614.4K | 44.7K | 2.44M | 51.07% | ↗ |
| 47 | 2021 | Mark D. Theine Executive Vice President - Asset Management | 450.0K | — | 1.00M | — | 494.4K | 40.9K | 1.99M | 50.44% | ↗ |
| 48 | 2021 | John W. Lucey Chief Accounting and Administrative Officer | 392.6K | — | 656.4K | — | 450.0K | 33.0K | 1.53M | 42.84% | ↗ |
| 49 | 2020 | Thomas M. Herzog Chief Executive Officer | 1.15M | 592.2K | 8.03M | — | 1.59M | 11.4K | 11.37M | 70.58% | ↗ |
| 50 | 2020 | Thomas M. Herzog Former Chief Executive Officer | 1.15M | 592.2K | 8.03M | — | 1.59M | 11.4K | 11.37M | 70.58% | ↗ |
| 51 | 2020 | John T. Thomas President and Chief Executive Officer | 908.9K | — | 7.50M | — | 1.73M | 56.6K | 10.20M | 73.57% | ↗ |
| 52 | 2020 | Scott M. Brinker President and Chief Investment Officer | 750.0K | 296.1K | 2.64M | — | 796.4K | 11.4K | 4.49M | 58.73% | ↗ |
| 53 | 2020 | Scott M. Brinker President and Chief Executive Officer | 750.0K | 296.1K | 2.64M | — | 796.4K | 11.4K | 4.49M | 58.73% | ↗ |
| 54 | 2020 | Peter A. Scott Executive Vice President and Chief Financial Officer | 650.0K | 257.5K | 1.84M | — | 692.5K | 11.4K | 3.45M | 53.24% | ↗ |
| 55 | 2020 | Peter A. Scott Chief Financial Officer | 650.0K | 257.5K | 1.84M | — | 692.5K | 11.4K | 3.45M | 53.24% | ↗ |
| 56 | 2020 | Thomas M. Klaritch Executive Vice President, Chief Operating Officer and Chief Development Officer | 600.0K | 231.7K | 1.72M | — | 623.3K | 11.4K | 3.19M | 53.99% | ↗ |
| 57 | 2020 | Thomas M. Klaritch Chief Operating Officer | 600.0K | 231.7K | 1.72M | — | 623.3K | 11.4K | 3.19M | 53.99% | ↗ |
| 58 | 2020 | Jeffrey N. Theiler Executive Vice President - Chief Financial Officer | 541.1K | — | 1.24M | — | 768.0K | 36.1K | 2.58M | 47.89% | ↗ |
| 59 | 2020 | D. Deeni Taylor Executive Vice President - Chief Investment Officer | 512.0K | — | 1.24M | — | 768.0K | 45.1K | 2.56M | 48.27% | ↗ |
| 60 | 2020 | Troy E. McHenry Former Chief Legal Officer and General Counsel | 600.0K | 167.4K | 1.20M | — | 450.1K | 11.4K | 2.43M | 49.50% | ↗ |
| 61 | 2020 | Troy E. McHenry Chief Legal Officer and General Counsel | 600.0K | 167.4K | 1.20M | — | 450.1K | 11.4K | 2.43M | 49.50% | ↗ |
| 62 | 2020 | Troy E. McHenry Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary | 600.0K | 167.4K | 1.20M | — | 450.1K | 11.4K | 2.43M | 49.50% | ↗ |
| 63 | 2020 | Mark D. Theine Executive Vice President - Asset Management | 428.0K | — | 994.8K | — | 618.0K | 39.5K | 2.08M | 47.82% | ↗ |
| 64 | 2020 | John W. Lucey Chief Accounting and Administrative Officer | 382.6K | — | 621.4K | — | 537.0K | 23.1K | 1.56M | 39.73% | ↗ |
| 65 | 2019 | Thomas M. Herzog Chief Executive Officer | 1.00M | — | 5.93M | — | 2.97M | 11.2K | 9.91M | 59.84% | ↗ |
| 66 | 2019 | John T. Thomas President and Chief Executive Officer | 874.5K | — | 2.62M | — | 1.41M | 57.9K | 4.96M | 52.78% | ↗ |
| 67 | 2019 | Scott M. Brinker President and Chief Investment Officer | 650.0K | — | 1.89M | — | 1.63M | 11.2K | 4.18M | 45.13% | ↗ |
| 68 | 2019 | Peter A. Scott Chief Financial Officer | 650.0K | — | 1.62M | — | 1.41M | 11.2K | 3.69M | 43.85% | ↗ |
| 69 | 2019 | Peter A. Scott Executive Vice President and Chief Financial Officer | 650.0K | — | 1.62M | — | 1.41M | 11.2K | 3.69M | 43.85% | ↗ |
| 70 | 2019 | Thomas M. Klaritch Executive Vice President, Chief Operating Officer and Chief Development Officer | 600.0K | — | 1.62M | — | 1.34M | 11.2K | 3.56M | 45.37% | ↗ |
| 71 | 2019 | Thomas M. Klaritch Chief Operating Officer | 600.0K | — | 1.62M | — | 1.34M | 11.2K | 3.56M | 45.37% | ↗ |
| 72 | 2019 | Jeffrey N. Theiler Executive Vice President and Chief Financial Officer | 497.0K | — | 1.29M | — | 650.0K | 65.0K | 2.50M | 51.55% | ↗ |
| 73 | 2019 | Troy E. McHenry Chief Legal Officer and General Counsel | 550.0K | — | 997.2K | — | 853.3K | 11.2K | 2.41M | 41.35% | ↗ |
| 74 | 2019 | Troy E. McHenry Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary | 550.0K | — | 997.2K | — | 853.3K | 11.2K | 2.41M | 41.35% | ↗ |
| 75 | 2019 | D. Deeni Taylor Executive Vice President - Chief Investment Officer | 545.8K | — | 1.29M | — | 650.0K | 46.3K | 2.16M | 59.58% | ↗ |
| 76 | 2019 | Jeffrey N. Theiler Executive Vice President - Chief Financial Officer | 524.7K | — | 1.29M | — | 650.0K | 37.4K | 2.13M | 60.51% | ↗ |
| 77 | 2019 | John W. Lucey Chief Accounting and Administrative Officer | 369.4K | — | 651.2K | — | 438.5K | 24.0K | 1.48M | 43.91% | ↗ |
| 78 | 2019 | Bradley D. Page Senior Vice President and General Counsel | 348.0K | — | 651.2K | — | 438.5K | 45.3K | 1.48M | 43.91% | ↗ |
| 79 | 2019 | Mark D. Theine Executive Vice President - Asset Management | 421.3K | — | 1.04M | — | 523.2K | 39.6K | 1.42M | 72.93% | ↗ |
| 80 | 2018 | Scott M. Brinker President and Chief Investment Officer | 541.7K | — | 5.00M | — | 1.53M | 3.09M | 10.17M | 49.18% | ↗ |
| 81 | 2018 | Scott M. Brinker Executive Vice President and Chief Investment Officer | 541.7K | — | 5.00M | — | 1.53M | 3.09M | 10.17M | 49.18% | ↗ |
| 82 | 2018 | Thomas M. Herzog Chief Executive Officer | 1.00M | — | 4.81M | — | 2.79M | 22.2K | 8.62M | 55.82% | ↗ |
| 83 | 2018 | Thomas M. Herzog President and Chief Executive Officer | 1.00M | — | 4.81M | — | 2.79M | 22.2K | 8.62M | 55.82% | ↗ |
| 84 | 2018 | Michael D. McKee Former Executive Chairman | 127.8K | — | — | — | 312.5K | 6.08M | 6.53M | 0.00% | ↗ |
| 85 | 2018 | John T. Thomas President and Chief Executive Officer | 800.0K | — | 2.15M | — | 1.10M | 95.2K | 4.14M | 51.82% | ↗ |
| 86 | 2018 | Peter A. Scott Executive Vice President and Chief Financial Officer | 600.0K | — | 1.39M | — | 1.18M | 411.0K | 3.59M | 38.79% | ↗ |
| 87 | 2018 | Thomas M. Klaritch Executive Vice President, Chief Operating Officer and Chief Development Officer | 600.0K | — | 1.61M | — | 1.07M | 11.0K | 3.29M | 48.79% | ↗ |
| 88 | 2018 | Troy E. McHenry Executive Vice President, General Counsel and Corporate Secretary | 500.0K | — | 1.96M | — | 766.2K | 11.0K | 3.24M | 60.59% | ↗ |
| 89 | 2018 | Troy E. McHenry Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary | 500.0K | — | 1.96M | — | 766.2K | 11.0K | 3.24M | 60.59% | ↗ |
| 90 | 2018 | D. Deeni Taylor Executive Vice President - Chief Investment Officer | 473.0K | — | 1.06M | — | 526.9K | 102.5K | 2.16M | 49.08% | ↗ |
| 91 | 2018 | Jeffrey N. Theiler Executive Vice President and Chief Financial Officer | 473.0K | — | 1.06M | — | 526.9K | 69.2K | 2.13M | 49.84% | ↗ |
| 92 | 2018 | Mark D. Theine Executive Vice President - Asset Management | 315.0K | — | 707.5K | — | 350.9K | 49.9K | 1.42M | 49.71% | ↗ |
| 93 | 2018 | Mark D. Theine Executive Vice President - Asset and Investment Management | 336.2K | — | 707.5K | — | 350.9K | 28.7K | 1.42M | 49.71% | ↗ |
| 94 | 2018 | Bradley D. Page Senior Vice President and General Counsel | 331.0K | — | 532.8K | — | 345.9K | 46.4K | 1.26M | 42.42% | ↗ |
| 95 | 2017 | Thomas M. Herzog Chief Executive Officer | 750.0K | — | 4.55M | — | 1.68M | 327.6K | 7.31M | 62.24% | ↗ |
| 96 | 2017 | Thomas M. Herzog President and Chief Executive Officer | 750.0K | — | 4.55M | — | 1.68M | 327.6K | 7.31M | 62.24% | ↗ |
| 97 | 2017 | Peter A. Scott Executive Vice President and Chief Financial Officer | 487.5K | 650.0K | 3.50M | — | 823.0K | 187.2K | 5.65M | 61.97% | ↗ |
| 98 | 2017 | Michael D. McKee Former Executive Chairman | 750.0K | — | 2.31M | — | 2.12M | 1.2K | 5.18M | 44.62% | ↗ |
| 99 | 2017 | John T. Thomas President and Chief Executive Officer | 800.0K | — | 2.58M | — | 985.0K | 66.5K | 4.43M | 58.20% | ↗ |
| 100 | 2017 | Thomas M. Klaritch Executive Vice President, Chief Operating Officer and Chief Development Officer | 485.2K | — | 1.10M | — | 1.06M | 10.8K | 2.66M | 41.47% | ↗ |
| 101 | 2017 | Thomas M. Klaritch Executive Vice President and Chief Operating Officer | 485.2K | — | 1.10M | — | 1.06M | 10.8K | 2.66M | 41.47% | ↗ |
| 102 | 2017 | Scott A. Anderson Former Executive Vice President and Chief Accounting Officer | 257.8K | — | 360.0K | 4.8K | 231.0K | 1.64M | 2.49M | 14.64% | ↗ |
| 103 | 2017 | D. Deeni Taylor Executive Vice President - Chief Investment Officer | 473.0K | — | 1.14M | — | 555.0K | 72.9K | 2.24M | 50.95% | ↗ |
| 104 | 2017 | Jeffrey N. Theiler Executive Vice President and Chief Financial Officer | 473.0K | — | 1.14M | — | 555.0K | 36.9K | 2.21M | 51.78% | ↗ |
| 105 | 2017 | Troy E. McHenry Executive Vice President, General Counsel and Corporate Secretary | 450.0K | — | 1.04M | — | 529.0K | 10.8K | 2.03M | 51.24% | ↗ |
| 106 | 2017 | Troy E. McHenry Executive Vice President, Chief Legal Officer, General Counsel and Corporate Secretary | 450.0K | — | 1.04M | — | 529.0K | 10.8K | 2.03M | 51.24% | ↗ |
| 107 | 2017 | Bradley D. Page Senior Vice President and General Counsel | 331.0K | — | 640.6K | — | 377.0K | 44.1K | 1.39M | 46.00% | ↗ |
| 108 | 2017 | Daniel M. Klein Senior Vice President - Deputy Chief Investment Officer | 293.6K | — | 702.6K | — | 315.0K | 39.9K | 1.35M | 52.00% | ↗ |
| 109 | 2017 | Mark D. Theine Executive Vice President - Asset Management | 300.0K | — | 580.1K | — | 342.0K | 43.1K | 1.27M | 45.85% | ↗ |
| 110 | 2017 | Mark D. Theine Executive Vice President - Asset and Investment Management | 322.2K | — | 580.1K | — | 342.0K | 21.0K | 1.27M | 45.85% | ↗ |
| 111 | 2016 | Lauralee E. Martin Former President and CEO | 421.2K | — | 4.62M | — | — | 6.15M | 11.19M | 41.31% | ↗ |
| 112 | 2016 | Thomas M. Herzog Executive Vice President and CFO (through December 31, 2016) | 334.8K | — | 3.63M | — | 1.60M | 603.9K | 6.17M | 58.88% | ↗ |
| 113 | 2016 | Thomas M. Herzog Chief Executive Officer | 334.8K | — | 3.63M | — | 1.60M | 603.9K | 6.17M | 58.88% | ↗ |
| 114 | 2016 | Thomas M. Herzog President and Chief Executive Officer | 334.8K | — | 3.63M | — | 1.60M | 603.9K | 6.17M | 58.88% | ↗ |
| 115 | 2016 | Michael D. McKee Former Executive Chairman | 500.0K | — | 2.58M | — | 2.00M | 750.0K | 5.83M | 44.25% | ↗ |
| 116 | 2016 | Michael D. McKee Interim President and CEO (through December 31, 2016) | 500.0K | — | 2.58M | — | 2.00M | 750.0K | 5.83M | 44.25% | ↗ |
| 117 | 2016 | John T. Thomas President and Chief Executive Officer | 716.2K | — | 1.74M | — | 1.16M | 35.1K | 3.66M | 47.64% | ↗ |
| 118 | 2016 | J. Justin Hutchens Executive Vice President and Chief Investment Officer | 615.0K | — | 996.5K | — | 1.50M | 360.6K | 3.47M | 28.70% | ↗ |
| 119 | 2016 | Timothy M. Schoen Former Executive Vice President and CFO | 255.0K | — | 1.60M | — | — | 87.9K | 1.94M | 82.32% | ↗ |
| 120 | 2016 | Troy E. McHenry Executive Vice President, General Counsel and Corporate Secretary | 400.0K | 100.0K | 521.8K | — | 400.0K | 510.6K | 1.93M | 27.00% | ↗ |
| 121 | 2016 | Jeffrey N. Theiler Executive Vice President and Chief Financial Officer | 422.0K | — | 735.8K | — | 684.0K | 62.4K | 1.90M | 38.64% | ↗ |
| 122 | 2016 | Thomas M. Klaritch Executive Vice President—Medical Office Properties | 400.0K | — | 888.8K | — | 591.9K | 10.6K | 1.89M | 46.99% | ↗ |
| 123 | 2016 | Thomas M. Klaritch Executive Vice President, Chief Operating Officer and Chief Development Officer | 400.0K | — | 888.8K | — | 591.9K | 10.6K | 1.89M | 46.99% | ↗ |
| 124 | 2016 | Thomas M. Klaritch Executive Vice President and Chief Operating Officer | 400.0K | — | 888.8K | — | 591.9K | 10.6K | 1.89M | 46.99% | ↗ |
| 125 | 2016 | Deeni Taylor Executive Vice President - Chief Investment Officer | 393.2K | — | 720.9K | — | 611.4K | 21.4K | 1.75M | 41.27% | ↗ |
| 126 | 2016 | D. Deeni Taylor Executive Vice President - Chief Investment Officer | 393.2K | — | 720.9K | — | 611.4K | 21.4K | 1.75M | 41.27% | ↗ |
| 127 | 2016 | Scott A. Anderson Former Executive Vice President and Chief Accounting Officer | 400.0K | — | 371.9K | — | 360.0K | 395.6K | 1.53M | 24.34% | ↗ |
| 128 | 2016 | Scott A. Anderson Interim Principal Financial Officer (May to June 26, 2016) | 400.0K | — | 371.9K | — | 360.0K | 395.6K | 1.53M | 24.34% | ↗ |
| 129 | 2016 | Bradley D. Page Senior Vice President and General Counsel | 334.6K | — | 588.3K | — | 449.8K | 32.5K | 1.41M | 41.86% | ↗ |
| 130 | 2016 | John W. Lucey Senior Vice President - Chief Accounting and Administrative Officer | 287.1K | — | 435.8K | — | 442.3K | 19.5K | 1.18M | 36.78% | ↗ |
| 131 | 2016 | Mark D. Theine Executive Vice President - Asset and Investment Management | 268.5K | — | 376.5K | — | 420.2K | 101.4K | 1.17M | 32.27% | ↗ |
| 132 | 2015 | Lauralee E. Martin President and Chief Executive Officer | 800.0K | — | 4.68M | — | 1.39M | 10.6K | 6.88M | 68.08% | ↗ |
| 133 | 2015 | Lauralee E. Martin Former President and CEO | 800.0K | — | 4.68M | — | 1.39M | 10.6K | 6.88M | 68.08% | ↗ |
| 134 | 2015 | Office Properties Paul F. Gallagher Former Executive Vice President and Chief Investment Officer | 316.8K | — | 1.54M | — | — | 3.00M | 4.86M | 31.76% | ↗ |
| 135 | 2015 | John T. Thomas President and Chief Executive Officer | 630.8K | — | 1.38M | — | 852.0K | 122.0K | 2.99M | 46.27% | ↗ |
| 136 | 2015 | Timothy M. Schoen Executive Vice President and Chief Financial Officer | 558.3K | — | 1.38M | — | 717.4K | 10.6K | 2.66M | 51.71% | ↗ |
| 137 | 2015 | Timothy M. Schoen Former Executive Vice President and CFO | 558.3K | — | 1.38M | — | 717.4K | 10.6K | 2.66M | 51.71% | ↗ |
| 138 | 2015 | James W. Mercer Former Executive Vice President, Chief Administrative Officer, General Counsel and Corporate Secretary | 550.0K | — | 1.32M | — | 709.5K | 10.6K | 2.59M | 51.01% | ↗ |
| 139 | 2015 | J. Justin Hutchens Executive Vice President and Chief Investment Officer – Senior Housing and Care | 183.3K | 1.10M | 473.1K | — | — | 118.8K | 1.88M | 25.23% | ↗ |
| 140 | 2015 | Thomas M. Klaritch Executive Vice President – Medical | 386.3K | — | 800.1K | — | 577.5K | 10.6K | 1.77M | 45.09% | ↗ |
| 141 | 2015 | Thomas M. Klaritch Executive Vice President and Chief Operating Officer | 386.3K | — | 800.1K | — | 577.5K | 10.6K | 1.77M | 45.09% | ↗ |
| 142 | 2015 | Thomas M. Klaritch Executive Vice President—Medical Office Properties | 386.3K | — | 800.1K | — | 577.5K | 10.6K | 1.77M | 45.09% | ↗ |
| 143 | 2015 | J. Justin Hutchens Executive Vice President and Chief Investment Officer | 183.3K | 1.10M | 473.1K | — | — | 10.6K | 1.77M | 26.77% | ↗ |
| 144 | 2015 | Jeffrey N. Theiler Executive Vice President and Chief Financial Officer | 375.0K | — | 607.9K | — | 517.5K | 58.7K | 1.56M | 38.99% | ↗ |
| 145 | 2015 | John W. Sweet Jr. Executive Vice President and Chief Investment Officer | 255.4K | — | 500.0K | — | 100.0K | 93.5K | 948.9K | 52.69% | ↗ |
| 146 | 2015 | Mark D. Theine Senior Vice President of Asset and Investment Management | 249.2K | — | 306.9K | — | 325.4K | 37.2K | 918.8K | 33.40% | ↗ |
| 147 | 2015 | John W. Lucey Senior Vice President - Chief Accounting and Administrative Officer | 240.0K | — | 306.9K | — | 325.4K | 21.9K | 894.2K | 34.32% | ↗ |
| 148 | 2015 | John W. Lucey Senior Vice President - Principal Accounting and Reporting Officer | 240.0K | — | 306.9K | — | 325.4K | 21.9K | 894.2K | 34.32% | ↗ |
| 149 | 2014 | Lauralee E. Martin President and Chief Executive Officer | 800.0K | — | 8.54M | 675.0K | 2.40M | 32.8K | 12.45M | 74.03% | ↗ |
| 150 | 2014 | Lauralee E. Martin Former President and CEO | 800.0K | — | 8.54M | 675.0K | 2.40M | 32.8K | 12.45M | 74.03% | ↗ |
| 151 | 2014 | Office Properties Paul F. Gallagher Former Executive Vice President and Chief Investment Officer | 550.0K | — | 1.83M | 144.4K | 1.20M | 10.4K | 3.73M | 52.82% | ↗ |
| 152 | 2014 | Timothy M. Schoen Executive Vice President and Chief Financial Officer | 550.0K | — | 1.30M | 103.1K | 1.35M | 10.4K | 3.32M | 42.43% | ↗ |
| 153 | 2014 | Timothy M. Schoen Former Executive Vice President and CFO | 550.0K | — | 1.30M | 103.1K | 1.35M | 10.4K | 3.32M | 42.43% | ↗ |
| 154 | 2014 | James W. Mercer Former Executive Vice President, Chief Administrative Officer, General Counsel and Corporate Secretary | 550.0K | — | 1.30M | 103.1K | 1.23M | 10.4K | 3.19M | 44.09% | ↗ |
| 155 | 2014 | John T. Thomas President and Chief Executive Officer | 504.6K | — | 1.13M | — | 605.4K | 94.8K | 2.33M | 48.37% | ↗ |
| 156 | 2014 | John T. Thomas President and Chief Executive Officer | 504.6K | 605.4K | 1.13M | — | — | 94.8K | 2.33M | 48.37% | ↗ |
| 157 | 2014 | Thomas M. Klaritch Executive Vice President – Medical | 375.0K | — | 595.0K | 105.0K | 550.0K | 10.4K | 1.64M | 42.80% | ↗ |
| 158 | 2014 | Thomas M. Klaritch Executive Vice President—Medical Office Properties | 375.0K | — | 595.0K | 105.0K | 550.0K | 10.4K | 1.64M | 42.80% | ↗ |
| 159 | 2014 | Jeffrey N. Theiler Executive Vice President and Chief Financial Officer | 143.8K | — | 800.0K | — | 345.0K | 48.2K | 1.34M | 59.84% | ↗ |
| 160 | 2014 | John W. Sweet Jr. Executive Vice President and Chief Investment Officer | 228.8K | — | 338.6K | — | 285.0K | 96.6K | 949.1K | 35.68% | ↗ |
| 161 | 2014 | John W. Sweet Jr. Executive Vice President and Chief Investment Officer | 228.8K | 285.0K | 338.6K | — | — | 96.6K | 949.1K | 35.68% | ↗ |
| 162 | 2013 | Lauralee E. Martin President and Chief Executive Officer | 197.0K | — | 6.00M | — | 2.20M | 281.00 | 8.40M | 71.45% | ↗ |
| 163 | 2013 | Office Properties Paul F. Gallagher Former Executive Vice President and Chief Investment Officer | 500.0K | — | 2.51M | 262.5K | 1.35M | 16.8K | 4.64M | 59.75% | ↗ |
| 164 | 2013 | James W. Mercer Former Executive Vice President, Chief Administrative Officer, General Counsel and Corporate Secretary | 500.0K | — | 2.10M | 195.0K | 1.15M | 11.9K | 3.95M | 57.95% | ↗ |
| 165 | 2013 | Timothy M. Schoen Executive Vice President and Chief Financial Officer | 500.0K | — | 2.04M | 180.0K | 1.15M | 16.8K | 3.89M | 57.13% | ↗ |
| 166 | 2013 | Thomas M. Klaritch Executive Vice President – Medical | 350.0K | — | 531.3K | 93.7K | 525.0K | 11.9K | 1.51M | 41.34% | ↗ |
| 167 | 2013 | John T. Thomas—President and Chief Executive Officer | 175.0K | 150.0K | 1.00M | — | — | 40.0K | 1.39M | 72.18% | ↗ |
| 168 | 2013 | John T. Thomas President and Chief Executive Officer | 175.0K | — | 1.00M | — | 150.0K | 40.0K | 1.36M | 73.26% | ↗ |
| 169 | 2013 | John T. Thomas President and Chief Executive Officer | 175.0K | 150.0K | 1.00M | — | — | 40.0K | 1.36M | 73.26% | ↗ |
| 170 | 2013 | John W. Sweet Jr. Executive Vice President and Chief Investment Officer | 96.4K | 100.0K | 800.0K | — | — | 33.2K | 1.03M | 77.70% | ↗ |
| 171 | 2013 | John W. Sweet Jr.—Executive Vice President and Chief Investment Officer | 96.4K | 100.0K | 800.0K | — | — | 33.2K | 1.03M | 77.70% | ↗ |
| 172 | 2013 | John W. Sweet Jr. Executive Vice President and Chief Investment Officer | 96.4K | — | 800.0K | — | 100.0K | 33.2K | 1.03M | 77.70% | ↗ |
| 173 | 2013 | Mark D. Theine—Senior Vice President of Asset and Investment Management | 72.3K | 75.0K | 400.0K | — | — | 14.2K | 561.5K | 71.24% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott Brinker | President, Chief Executive Officer & Director | 3M | male |
| Adam G. Mabry | Chief Investment Officer | 1M | male |
| Kelvin O. Moses | Chief Financial Officer | 1M | male |
| Scott R. Bohn | Chief Development Officer & Head of Lab | 1M | male |
| Tracy A. Porter | Executive Vice President, General Counsel & ESG | 998.0K | female |
| Michelle Wood | Senior VP, CFO and Controller of Senior Housing & Lab | — | female |
| R. Justin Hill | Senior Vice President of Outpatient Medical | — | male |
| Lisa A. Alonso | Executive Vice President & Chief Human Resources Officer | — | female |
| James A. Croy | Senior Vice President of Leasing - Outpatient Medical | — | male |
| Shawn G. Johnston | Executive Vice President & Chief Accounting Officer | — | male |
| Andrew Johns | Senior Vice President of Investor Relations | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-01-09 | 2026-02-13 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-12-12 | 2023-01-20 | Christopher L. Jacobs | NY27 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-08 | 2022-12-12 | Christopher L. Jacobs | NY27 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2022-07-18 | 2022-09-09 | Christopher L. Jacobs | NY27 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for DOC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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