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Dynex Capital, Inc. (DX)

USD12.98 -0.17 (-1.29%)
US NYSE Real Estate REIT - Mortgage
Address 4991 Lake Brook Drive 23060-9245
Glen Allen, VA, US
CEO Byron L. Boston
IPO 1988-02-10
CIK 826675 ISIN US26817Q8868

Explore sections of this company profile

Also trades on New York Stock Exchange · DX (USD) New York Stock Exchange · DX-PC (USD)
Description

Dynex Capital, Inc. operates as a mortgage real estate investment trust (mREIT), primarily engaging in the leveraged acquisition of various mortgage-backed securities (MBS) within the United States. Its investment portfolio includes both agency and non-agency MBS. Agency MBS are distinguished by a principal payment guarantee from a U.S. government entity or a government-sponsored enterprise (GSE), such as Fannie Mae or Freddie Mac. In contrast, non-agency MBS do not possess this governmental backing. Dynex's holdings specifically encompass residential MBS, commercial MBS (CMBS), and certain CMBS interest-only instruments. For federal income tax purposes, the company holds the designation of a real estate investment trust. This status typically exempts Dynex Capital from federal corporate income tax liabilities, provided it distributes a minimum of 90% of its taxable earnings to its shareholders. Established in 1987, the firm maintains its corporate headquarters in Glen Allen, Virginia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD12.98 -0.17 (-1.29%)
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Volume Profile
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Liquidity & share structure
Average Volume
5M
Beta
0.93
Float Shares
150.03M
Free Float %
99.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.46% +2.19% -3.89% -6.70% -6.57% -6.57% +8.72% +16.67% -34.19% -34.78% -78.18%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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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

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Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (14 ratings, all time) Hold
Price Targets & DCF
Current price
12.98
Low 14.50 +11.7%
Consensus 16.83 +29.7%
Median 16.00 +23.3%
High 20.00 +54.1%
Ratings Trend (MoM) 67% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 3 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
14.50
+11.7%
Last Year 6
14.88
+14.6%
All Time 6
14.88
+14.6%
Quality scores
Altman Z-Score
-0.83
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    +67.8% Q1'26: +170.8% (vs Q1'25)
  • EPS growth
    +65.8% Q1'26: -642.8% (vs Q1'25)
  • FCF margin
    Q1'26: +27.1% (vs Q1'25)
  • EBIT margin
    Q1'26: +92.0% (vs Q1'25)
  • ROIC
    Q1'26: +4.1% (vs Q1'25)
  • Share dilution
    +75.5% Q1'26: +121.1% (vs Q1'25)
  • Debt / EBITDA
    18.85× Q1'26: 22.21× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.95) × ERP
WACC = 11% × Ke + 89% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 12.98
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
39.41M
est: 39.87M (-1.2%)
51.67M
est: 46.08M (+12.1%)
73.79M
est: 84.85M (-13.0%)
122.01M
est: 122.24M (-0.2%)
119.91M
est: 130.19M (-7.9%)
121.87M
est: 109.18M (+11.6%)
56.14M
est: 75.48M (-25.6%)
82.05M
est: 64.70M (+26.8%)
86.02M
est: 51.65M (+66.5%)
83.22M
est: 69.46M (+19.8%)
164.41M
est: 74.41M (+121.0%)
232.26M
est: 87.65M (+165.0%)
66.76M
est: 113.32M (-41.1%)
-2.37M
est: 89.06M (-102.7%)
132.60M
est: 112.09M (+18.3%)
318.03M
est: 18.54M (+1,615.2%)
533.52M
est: 218.44M (+144.2%)
394.68M
387.72M – 401.64M
+80.7% YoY
474.02M
455.06M – 492.98M
+20.1% YoY
541.13M
531.58M – 550.67M
+14.2% YoY
EBITDA
34.73M
est: 32.69M (+6.2%)
50.01M
est: 9.22M (+442.6%)
52.29M
est: 16.97M (+208.1%)
123.64M
est: 24.45M (+405.7%)
98.30M
est: 26.04M (+277.5%)
46.93M
est: 64.14M (-26.8%)
35.65M
est: 50.11M (-28.9%)
68.08M
est: 12.94M (+426.1%)
70.07M
est: 10.33M (+578.3%)
66.60M
est: 67.96M (-2.0%)
-38.56M
est: -80.69M (+52.2%)
210.15M
est: 17.53M (+1,098.8%)
107.93M
est: 22.66M (+376.2%)
186.77M
est: 17.81M (+948.6%)
209.32M
est: 67.26M (+211.2%)
427.56M
est: 11.13M (+3,743.1%)
738.23M
est: 131.07M (+463.3%)
236.81M
232.63M – 240.98M
+80.7% YoY
284.41M
273.04M – 295.79M
+20.1% YoY
324.68M
318.95M – 330.40M
+14.2% YoY
EBIT
32.26M
est: 7.20M (+347.8%)
43.83M
est: 8.33M (+426.4%)
52.29M
est: 15.33M (+241.1%)
123.64M
est: 22.09M (+459.7%)
98.30M
est: 23.53M (+317.8%)
46.93M
est: 19.73M (+137.9%)
35.65M
est: 13.64M (+161.4%)
68.08M
est: 11.69M (+482.3%)
70.07M
est: 9.33M (+650.8%)
66.60M
est: 12.55M (+430.6%)
-38.56M
est: 13.45M (-386.8%)
210.15M
est: 15.84M (+1,226.8%)
107.93M
est: 20.48M (+427.1%)
186.77M
est: 16.09M (+1,060.6%)
209.32M
est: 67.26M (+211.2%)
427.56M
est: 11.13M (+3,743.1%)
738.23M
est: 131.07M (+463.3%)
236.81M
232.63M – 240.98M
+80.7% YoY
284.41M
273.04M – 295.79M
+20.1% YoY
324.68M
318.95M – 330.40M
+14.2% YoY
Net Income
17.58M
est: 16.20M (+8.6%)
29.47M
est: 27.37M (+7.7%)
39.81M
est: 39.60M (+0.5%)
74.04M
est: 78.77M (-6.0%)
68.07M
est: 69.52M (-2.1%)
27.81M
est: 29.18M (-4.7%)
16.54M
est: 21.96M (-24.7%)
43.10M
est: 40.53M (+6.3%)
33.89M
est: 35.28M (-3.9%)
7.02M
est: 6.33M (+11.0%)
-152.67M
est: -185.77M (+17.8%)
177.53M
est: 63.33M (+180.3%)
102.26M
est: 140.15M (-27.0%)
143.16M
est: 58.03M (+146.7%)
-6.13M
est: 153.32M (-104.0%)
113.90M
est: -55.10M (+306.7%)
319.07M
est: 132.10M (+141.5%)
174.90M
170.89M – 178.90M
+32.4% YoY
204.16M
196.49M – 211.83M
+16.7% YoY
201.66M
197.04M – 206.29M
-1.2% YoY
SGA
6.72M
est: 6.45M (+4.1%)
8.82M
est: 8.29M (+6.4%)
9.96M
est: 10.03M (-0.7%)
12.74M
est: 13.52M (-5.8%)
13.06M
est: 13.35M (-2.2%)
16.01M
est: 16.54M (-3.2%)
17.67M
est: 17.86M (-1.1%)
14.71M
est: 15.38M (-4.3%)
15.82M
est: 16.07M (-1.6%)
15.11M
est: 15.31M (-1.4%)
15.99M
est: 14.41M (+10.9%)
21.08M
est: 17.88M (+17.9%)
24.09M
est: 42.06M (-42.7%)
32.35M
est: 27.33M (+18.4%)
30.73M
est: -290.05M (+110.6%)
34.59M
est: -47.98M (+172.1%)
est: -565.25M (+100.0%)
-1.02B
-1.04B – -1.00B
-80.7% YoY
-1.23B
-1.28B – -1.18B
-20.1% YoY
-1.40B
-1.42B – -1.38B
-14.2% YoY
EPS
3.12
est: 2.90 (+7.6%)
4.50
est: 3.75 (+20.0%)
3.09
est: 4.15 (-25.5%)
4.05
est: 4.23 (-4.3%)
3.30
est: 3.67 (-10.1%)
1.02
est: 2.13 (-52.1%)
0.42
est: 2.75 (-84.7%)
2.07
est: 2.50 (-17.1%)
1.38
est: 2.15 (-35.9%)
-0.25
est: 2.17 (-111.5%)
-7.01
est: 1.94 (-462.3%)
6.93
est: 2.00 (+247.1%)
2.78
est: 1.97 (+41.3%)
3.19
est: 1.31 (+143.0%)
-0.25
est: 1.21 (-120.6%)
1.50
est: -0.44 (+440.5%)
2.49
est: 1.06 (+135.7%)
1.40
1.37 – 1.43
+32.4% YoY
1.65
1.57 – 1.69
+17.9% YoY
1.61
1.58 – 1.65
-2.2% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 UBS Neutral Neutral Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-27 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-26 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-22 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-21 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-20 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-19 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-18 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-15 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-14 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-13 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-12 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-11 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-08 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-07 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-06 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-05 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-04 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-05-01 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-04-30 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-04-29 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-04-28 B+ 3/5 5/5 4/5 3/5 1/5 3/5 3/5
2026-04-27 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-24 A- 4/5 5/5 4/5 4/5 1/5 3/5 3/5
2026-04-23 A- 4/5 5/5 3/5 4/5 1/5 3/5 4/5
2026-04-22 A- 4/5 5/5 3/5 4/5 1/5 3/5 4/5
2026-04-21 A- 4/5 5/5 4/5 4/5 1/5 3/5 4/5
2026-04-20 A- 4/5 5/5 4/5 4/5 1/5 3/5 4/5
2026-04-17 A 4/5 5/5 4/5 4/5 1/5 4/5 4/5
2026-04-16 A 4/5 5/5 4/5 4/5 1/5 4/5 4/5
2026-04-15 A 4/5 5/5 4/5 4/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
273
Total invested
1.13B
Insider transactions (90d)
5
Beneficial owners (>5%)
11
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 THORNBURG INVESTMENT MANAGEMENT INC85-0301299 5.06M 9.30% 5.06M 5.06M IA USA 2014-01-21
2 (1) BlackRock, Inc. 3.16M 8.60% 3.10M 3.16M HC Delaware 2022-02-01
3 04-2683227 2.03M 3.73% 2.03M IA Massachusetts 2013-02-14
4 47-0654095 1.50M 13.10% 1.50M 1.50M IA State of Nebraska 2000-02-04
5 FMR LLC 1.19M 3.48% 1.19M HC Delaware 2021-08-10
6 The Vanguard Group - 23-1945930 1.05M 4.54% 27.5K 1.01M 44.1K IA Pennsylvania 2021-02-10
7 37-1406661 1.04M 3.52% 1.04M PN Delaware 2011-02-14
8 Deutsche Bank A.G. 934.7K 8.20% 934.7K 934.7K BK, HC, CO Federal Republic of Germany 2001-02-02
9 Tax I.D. No. 47-0654095 898.1K 7.80% 898.1K 898.1K IA State of Nebraska 2000-12-07
10 13-3341573 0.00% IV Maryland 2001-02-12
11 Deutsche Bank AG 0.00% BK, HC, CO Federal Republic of Germany 2002-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
273
+3 vs prev Q
New positions
58
Closed positions
54
Increased
185
Reduced
55
Put/Call ratio
0.65
Calls held
1.05M
Puts held
675.2K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 12.56M +889.6K (+7.6%) 176.00M +32.5M (+22.7%) 10.12% -0.193 pp 0.00% +0.001 pp USD12.71 +10.2% 6 qtrs
2 VANGUARD GROUP INC 8.39M +876.9K (+11.7%) 117.55M +25.2M (+27.3%) 6.76% +0.121 pp 0.00% +0.000 pp USD13.44 +4.2% 27 qtrs
3 GEODE CAPITAL MANAGEMENT, LLC 3.49M +257.7K (+8.0%) 48.89M +9.2M (+23.1%) 2.81% -0.044 pp 0.00% +0.001 pp USD13.31 +5.3% 27 qtrs
4 TWO SIGMA INVESTMENTS, LP 3.42M +2.2M (+170.3%) 47.92M +32.4M (+208.1%) 2.76% +1.638 pp 0.07% +0.044 pp USD13.57 +3.2% 4 qtrs
5 STATE STREET CORP 3.03M +313.3K (+11.5%) 42.48M +8.6M (+25.5%) 2.44% +0.041 pp 0.00% +0.000 pp USD13.61 +2.9% 27 qtrs
6 TWO SIGMA ADVISERS, LP 2.88M +2.8M (+3,683.1%) 40.42M +39.5M (+4,212.6%) 2.32% +2.257 pp 0.08% +0.077 pp USD13.98 +0.2% 8 qtrs
7 BALYASNY ASSET MANAGEMENT L.P. 2.14M +998.7K (+87.8%) 29.93M +15.9M (+114.0%) 1.72% +0.716 pp 0.04% +0.020 pp USD13.08 +7.1% 3 qtrs
8 MILLENNIUM MANAGEMENT LLC 2.05M -184.7K (-8.3%) 28.73M +1.3M (+4.6%) 1.65% -0.323 pp 0.01% +0.000 pp USD12.57 +11.5% 15 qtrs
9 AMERIPRISE FINANCIAL INC 1.77M +32.0K (+1.8%) 24.78M +3.4M (+16.1%) 1.42% -0.110 pp 0.01% +0.001 pp USD12.81 +9.4% 6 qtrs
10 VICTORY CAPITAL MANAGEMENT INC 1.66M -61.9K (-3.6%) 23.22M +2.1M (+9.9%) 1.34% -0.184 pp 0.01% +0.001 pp USD12.28 +14.1% 26 qtrs
11 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 1.62M +94.8K (+6.2%) 22.64M +3.9M (+21.1%) 1.30% -0.042 pp 0.03% +0.004 pp USD11.98 +16.9% 7 qtrs
12 NORTHERN TRUST CORP 1.33M +56.9K (+4.5%) 18.64M +3.0M (+19.1%) 1.07% -0.053 pp 0.00% +0.000 pp USD13.62 +2.9% 27 qtrs
13 INVESCO LTD. 1.31M -220.4K (-14.4%) 18.40M -449.1K (-2.4%) 1.06% -0.297 pp 0.00% 0.000 pp USD14.81 -5.4% 27 qtrs
14 VAN ECK ASSOCIATES CORP 1.30M +180.1K (+16.0%) 18.26M +4.5M (+32.3%) 1.05% +0.058 pp 0.02% +0.002 pp USD13.15 +6.5% 23 qtrs
15 QUBE RESEARCH & TECHNOLOGIES LTD 1.23M +32.8K (+2.7%) 17.26M +2.5M (+17.1%) 0.99% -0.067 pp 0.02% +0.002 pp USD12.73 +10.1% 6 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.23M +134.5K (+12.3%) 17.22M +3.8M (+28.0%) 0.99% +0.023 pp 0.00% +0.001 pp USD13.45 +4.2% 27 qtrs
17 METLIFE INVESTMENT MANAGEMENT, LLC 1.20M -287.1K (-19.4%) 16.75M -1.5M (-8.1%) 0.96% -0.347 pp 0.08% -0.006 pp USD12.67 +10.6% 27 qtrs
18 FMR LLC 1.18M +16.9K (+1.5%) 16.47M +2.2M (+15.7%) 0.95% -0.077 pp 0.00% +0.000 pp USD11.90 +17.7% 27 qtrs
19 MORGAN STANLEY 1.07M -52.8K (-4.7%) 15.05M +1.2M (+8.7%) 0.87% -0.130 pp 0.00% +0.000 pp USD12.81 +9.4% 27 qtrs
20 GOLDMAN SACHS GROUP INC 895.5K +521.4K (+139.4%) 12.55M +7.9M (+172.9%) 0.57% +0.243 pp 0.00% +0.001 pp USD13.33 +5.1% 27 qtrs
21 CITADEL ADVISORS LLC 817.6K +76.3K (+10.3%) 11.45M +2.3M (+25.7%) 0.66% +0.004 pp 0.00% +0.000 pp USD12.62 +11.0% 27 qtrs
22 POINT72 ASSET MANAGEMENT, L.P. 682.8K +682.8K (+100.0%) 9.57M +9.6M (+100.0%) 0.55% +0.550 pp 0.01% +0.011 pp USD14.01 +0.0% 4 qtrs
23 Y-INTERCEPT (HONG KONG) LTD 551.5K +402.7K (+270.5%) 7.73M +5.9M (+322.4%) 0.44% +0.313 pp 0.17% +0.129 pp USD13.59 +3.1% 4 qtrs
24 BANK OF NEW YORK MELLON CORP 550.0K +163.2K (+42.2%) 7.70M +3.0M (+62.1%) 0.44% +0.101 pp 0.00% +0.000 pp USD13.49 +3.9% 27 qtrs
25 RENAISSANCE TECHNOLOGIES LLC 423.6K +423.6K (+100.0%) 5.93M +5.9M (+100.0%) 0.34% +0.341 pp 0.01% +0.009 pp USD14.01 +0.0% 1 qtrs NEW
26 LPL FINANCIAL LLC 421.8K +268.9K (+175.9%) 5.91M +4.0M (+214.5%) 0.34% +0.205 pp 0.00% +0.001 pp USD13.80 +1.5% 19 qtrs
27 CITIGROUP INC 408.5K +43.8K (+12.0%) 5.72M +1.2M (+27.7%) 0.33% +0.007 pp 0.00% +0.001 pp USD12.48 +12.3% 27 qtrs
28 SUSQUEHANNA INTERNATIONAL GROUP, LLP 405.0K +355.9K (+724.7%) 5.67M +5.1M (+840.2%) 0.33% +0.283 pp 0.00% +0.001 pp USD13.87 +1.0% 17 qtrs
29 ADVISORS ASSET MANAGEMENT, INC. 403.9K +151.7K (+60.1%) 5.66M +2.6M (+82.6%) 0.33% +0.103 pp 0.10% +0.042 pp USD12.92 +8.4% 3 qtrs
30 PEREGRINE CAPITAL MANAGEMENT LLC 373.0K -18.5K (-4.7%) 5.23M +414.3K (+8.6%) 0.24% -0.107 pp 0.16% +0.015 pp USD12.47 +12.3% 11 qtrs
31 UBS GROUP AG 340.6K -748.2K (-68.7%) 4.77M -8.6M (-64.3%) 0.27% -0.688 pp 0.00% -0.001 pp USD12.46 +12.4% 27 qtrs
32 JANE STREET GROUP, LLC 322.1K +275.0K (+584.1%) 4.51M +3.9M (+679.9%) 0.21% +0.165 pp 0.00% +0.001 pp USD13.76 +1.8% 2 qtrs
33 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 294.6K +294.6K (+100.0%) 4.13M +4.1M (+100.0%) 0.24% +0.237 pp 0.01% +0.011 pp USD14.01 +0.0% 1 qtrs NEW
34 BARCLAYS PLC 293.6K +74.8K (+34.2%) 4.11M +1.3M (+47.3%) 0.24% +0.043 pp 0.00% +0.000 pp USD13.00 +7.8% 27 qtrs
35 NUVEEN, LLC 291.7K +8.6K (+3.1%) 4.09M +608.0K (+17.5%) 0.24% -0.015 pp 0.00% +0.000 pp USD12.68 +10.5% 4 qtrs
36 MARSHALL WACE, LLP 285.4K +285.4K (+100.0%) 4.00M +4.0M (+100.0%) 0.23% +0.230 pp 0.00% +0.004 pp USD14.01 +0.0% 1 qtrs NEW
37 WATERFALL ASSET MANAGEMENT, LLC 277.3K +127.3K (+84.9%) 3.88M +2.0M (+110.4%) 0.22% +0.091 pp 2.09% +1.882 pp USD13.08 +7.1% 2 qtrs
38 AQR CAPITAL MANAGEMENT LLC 265.2K +122.7K (+86.0%) 3.72M +2.0M (+112.1%) 0.21% +0.088 pp 0.00% +0.001 pp USD13.27 +5.6% 5 qtrs
39 EXODUSPOINT CAPITAL MANAGEMENT, LP 262.7K +262.7K (+100.0%) 3.68M +3.7M (+100.0%) 0.21% +0.212 pp 0.03% +0.029 pp USD14.01 +0.0% 11 qtrs
40 SWISS NATIONAL BANK 256.1K +48.4K (+23.3%) 3.59M +1.0M (+40.6%) 0.21% +0.023 pp 0.00% +0.001 pp USD13.86 +1.1% 27 qtrs
41 ALGERT GLOBAL LLC 247.2K +247.2K (+100.0%) 3.46M +3.5M (+100.0%) 0.20% +0.199 pp 0.05% +0.054 pp USD14.01 +0.0% 1 qtrs NEW
42 SEI INVESTMENTS CO 245.0K -17.9K (-6.8%) 3.43M +201.4K (+6.2%) 0.20% -0.035 pp 0.00% 0.000 pp USD12.50 +12.1% 11 qtrs
43 SCHONFELD STRATEGIC ADVISORS LLC 240.2K +240.2K (+100.0%) 3.36M +3.4M (+100.0%) 0.19% +0.194 pp 0.01% +0.015 pp USD14.01 +0.0% 1 qtrs NEW
44 WELLS FARGO & COMPANY/MN 235.9K +89.8K (+61.5%) 3.30M +1.5M (+84.1%) 0.19% +0.061 pp 0.00% +0.000 pp USD13.31 +5.3% 27 qtrs
45 FIRST TRUST ADVISORS LP 218.0K +117.7K (+117.4%) 3.05M +1.8M (+147.8%) 0.18% +0.087 pp 0.00% +0.001 pp USD13.19 +6.2% 3 qtrs
46 SUMMIT FINANCIAL, LLC 211.0K +903.0 (+0.4%) 2.96M +374.1K (+14.5%) 0.17% -0.016 pp 0.04% +0.004 pp USD12.24 +14.5% 3 qtrs
47 GRANITESHARES ADVISORS LLC 194.2K +194.2K (+100.0%) 2.72M +2.7M (+100.0%) 0.12% +0.124 pp 1.65% +1.652 pp USD14.01 +0.0% 1 qtrs NEW
48 RAYMOND JAMES FINANCIAL INC 190.1K -152.0K (-44.4%) 2.66M -1.5M (-36.6%) 0.15% -0.149 pp 0.00% -0.001 pp USD12.46 +12.4% 5 qtrs
49 BREVAN HOWARD CAPITAL MANAGEMENT LP 189.3K +136.5K (+259.0%) 2.65M +2.0M (+309.2%) 0.15% +0.106 pp 0.03% +0.026 pp USD13.70 +2.3% 5 qtrs
50 GRAHAM CAPITAL MANAGEMENT, L.P. 188.8K +188.8K (+100.0%) 2.65M +2.6M (+100.0%) 0.15% +0.152 pp 0.06% +0.063 pp USD14.01 +0.0% 16 qtrs
51 DARK FOREST CAPITAL MANAGEMENT LP 188.3K +188.3K (+100.0%) 2.64M +2.6M (+100.0%) 0.15% +0.152 pp 0.12% +0.120 pp USD14.01 +0.0% 1 qtrs NEW
52 BANK OF AMERICA CORP /DE/ 181.3K +114.9K (+173.1%) 2.54M +1.7M (+211.3%) 0.15% +0.087 pp 0.00% +0.000 pp USD13.40 +4.6% 27 qtrs
53 JPMORGAN CHASE & CO 167.1K +99.6K (+147.7%) 2.34M +1.5M (+182.4%) 0.13% +0.075 pp 0.00% +0.000 pp USD13.30 +5.3% 27 qtrs
54 RHUMBLINE ADVISERS 165.4K -12.2K (-6.9%) 2.32M +134.8K (+6.2%) 0.13% -0.024 pp 0.00% +0.000 pp USD13.61 +2.9% 27 qtrs
55 ENGINEERS GATE MANAGER LP 151.4K +112.6K (+290.8%) 2.12M +1.6M (+345.5%) 0.12% +0.088 pp 0.03% +0.020 pp USD13.76 +1.8% 6 qtrs
56 NAVELLIER & ASSOCIATES INC 146.4K -1.4K (-0.9%) 2.05M +235.0K (+12.9%) 0.09% -0.037 pp 0.23% +0.046 pp USD12.91 +8.5% 4 qtrs
57 SQUAREPOINT OPS LLC 144.9K +144.9K (+100.0%) 2.03M +2.0M (+100.0%) 0.12% +0.117 pp 0.00% +0.002 pp USD14.01 +0.0% 7 qtrs
58 ALLIANCEBERNSTEIN L.P. 139.6K +31.9K (+29.6%) 1.96M +631.8K (+47.7%) 0.11% +0.017 pp 0.00% +0.000 pp USD13.24 +5.8% 15 qtrs
59 JAIN GLOBAL LLC 136.9K +136.9K (+100.0%) 1.92M +1.9M (+100.0%) 0.11% +0.110 pp 0.01% +0.009 pp USD14.01 +0.0% 1 qtrs NEW
60 NISA INVESTMENT ADVISORS, LLC 134.3K -6.7K (-4.7%) 1.88M +124.9K (+7.1%) 0.11% -0.016 pp 0.01% -0.001 pp USD12.56 +11.5% 27 qtrs
61 LEGAL & GENERAL GROUP PLC 130.0K +7.3K (+5.9%) 1.82M +313.3K (+20.8%) 0.10% -0.004 pp 0.00% +0.000 pp USD12.89 +8.7% 27 qtrs
62 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 126.2K +16.8K (+15.4%) 1.77M +423.9K (+31.5%) 0.10% +0.005 pp 0.00% +0.000 pp USD13.92 +0.6% 27 qtrs
63 STATE OF WISCONSIN INVESTMENT BOARD 125.9K +249.0 (+0.2%) 1.76M +219.5K (+14.2%) 0.10% -0.010 pp 0.00% +0.000 pp USD12.12 +15.6% 16 qtrs
64 BRAMSHILL INVESTMENTS, LLC 120.3K +1.3K (+1.1%) 1.69M +223.2K (+15.3%) 0.10% -0.008 pp 0.10% -0.005 pp USD12.27 +14.2% 3 qtrs
65 DEUTSCHE BANK AG\ 119.3K +8.7K (+7.8%) 1.67M +311.8K (+22.9%) 0.10% -0.002 pp 0.00% +0.000 pp USD12.83 +9.2% 27 qtrs
66 COMMONWEALTH EQUITY SERVICES, LLC 115.8K +29.2K (+33.8%) 1.62M +558.6K (+52.5%) 0.09% +0.017 pp 0.00% +0.001 pp USD12.88 +8.8% 8 qtrs
67 SIMPLEX TRADING, LLC 115.4K +42.0K (+57.1%) 1.62M +715.4K (+79.3%) 0.09% +0.028 pp 0.00% +0.000 pp USD12.96 +8.1% 4 qtrs
68 SG AMERICAS SECURITIES, LLC 109.5K -46.7K (-29.9%) 1.53M -386.0K (-20.1%) 0.07% -0.068 pp 0.00% -0.005 pp USD12.33 +13.6% 10 qtrs
69 SIMPLIFY ASSET MANAGEMENT INC. 107.0K +107.0K (+100.0%) 1.46M +1.5M (+100.0%) 0.09% +0.086 pp 0.02% +0.024 pp USD14.01 +0.0% 1 qtrs NEW
70 CAXTON ASSOCIATES LLP 102.0K +— (+0.0%) 1.43M +175.5K (+14.0%) 0.08% -0.008 pp 0.03% -0.002 pp USD12.29 +14.0% 2 qtrs
71 GSA CAPITAL PARTNERS LLP 99.4K +99.4K (+100.0%) 1.39M +1.4M (+100.0%) 0.08% +0.080 pp 0.12% +0.120 pp USD14.01 +0.0% 1 qtrs NEW
72 QUEST PARTNERS LLC 98.9K -21.0K (-17.5%) 1.39M -87.6K (-5.9%) 0.08% -0.026 pp 0.08% -0.019 pp USD12.35 +13.4% 6 qtrs
73 ENTROPY TECHNOLOGIES, LP 98.0K +98.0K (+100.0%) 1.37M +1.4M (+100.0%) 0.08% +0.079 pp 0.07% +0.075 pp USD14.01 +0.0% 1 qtrs NEW
74 92.4K +92.4K (+100.0%) 1.29M +1.3M (+100.0%) 0.07% +0.074 pp 0.05% +0.047 pp USD14.01 +0.0% 1 qtrs NEW
75 FREESTONE GROVE PARTNERS LP 89.0K -1.3K (-1.5%) 1.25M +136.6K (+12.3%) 0.07% -0.008 pp 0.01% +0.001 pp USD12.48 +12.3% 5 qtrs
76 PENSERRA CAPITAL MANAGEMENT LLC 84.7K -4.8K (-5.4%) 1.19M +86.0K (+7.8%) 0.07% -0.011 pp 0.01% +0.001 pp USD12.56 +11.5% 11 qtrs
77 PRICE T ROWE ASSOCIATES INC /MD/ 82.8K +13.2K (+18.9%) 1.16M +304.0K (+35.5%) 0.07% +0.005 pp 0.00% +0.000 pp USD12.99 +7.9% 27 qtrs
78 JANNEY MONTGOMERY SCOTT LLC 79.1K -5.9K (-6.9%) 1.11M +63.0K (+6.0%) 0.06% -0.011 pp 0.00% +0.000 pp USD12.40 +13.0% 5 qtrs
79 CAPITAL FUND MANAGEMENT S.A. 73.9K +73.9K (+100.0%) 1.04M +1.0M (+100.0%) 0.06% +0.060 pp 0.00% +0.003 pp USD14.01 +0.0% 1 qtrs NEW
80 SEACREST WEALTH MANAGEMENT, LLC 73.8K +73.8K (+100.0%) 1.03M +1.0M (+100.0%) 0.05% +0.047 pp 0.10% +0.104 pp USD14.01 +0.0% 1 qtrs NEW
81 TRUEMARK INVESTMENTS, LLC 72.2K +72.2K (+100.0%) 1.01M +1.0M (+100.0%) 0.05% +0.046 pp 0.19% +0.193 pp USD14.01 +0.0% 1 qtrs NEW
82 JENNISON ASSOCIATES LLC 70.5K +70.5K (+100.0%) 987.5K +987.5K (+100.0%) 0.05% +0.045 pp 0.00% +0.001 pp USD14.01 +0.0% 1 qtrs NEW
83 MANUFACTURERS LIFE INSURANCE COMPANY, THE 66.7K +5.3K (+8.6%) 934.6K +179.7K (+23.8%) 0.05% -0.001 pp 0.00% +0.000 pp USD13.58 +3.2% 27 qtrs
84 VERITION FUND MANAGEMENT LLC 64.4K +— (+0.0%) 902.7K +110.8K (+14.0%) 0.05% -0.005 pp 0.00% +0.000 pp USD12.30 +13.9% 5 qtrs
85 FJ CAPITAL MANAGEMENT LLC 63.1K +63.1K (+100.0%) 883.8K +883.8K (+100.0%) 0.05% +0.051 pp 0.10% +0.098 pp USD14.01 +0.0% 1 qtrs NEW
86 QUANTBOT TECHNOLOGIES LP 62.6K +62.6K (+100.0%) 876.8K +876.8K (+100.0%) 0.05% +0.050 pp 0.03% +0.029 pp USD14.01 +0.0% 1 qtrs NEW
87 ROYAL BANK OF CANADA 62.3K -2.3M (-97.4%) 872.0K -28.3M (-97.0%) 0.05% -2.049 pp 0.00% -0.005 pp USD12.24 +14.5% 27 qtrs
88 DYNAMIC TECHNOLOGY LAB PRIVATE LTD 62.2K +44.5K (+252.7%) 871.0K +654.0K (+301.4%) 0.05% +0.035 pp 0.20% +0.161 pp USD13.52 +3.6% 2 qtrs
89 THRIVENT FINANCIAL FOR LUTHERANS 62.8K +35.1K (+127.2%) 868.0K +528.0K (+155.3%) 0.04% +0.016 pp 0.00% +0.001 pp USD13.22 +6.0% 3 qtrs
90 WCG WEALTH ADVISORS LLC 61.9K +24.8K (+67.0%) 867.2K +411.8K (+90.4%) 0.05% +0.017 pp 0.02% -0.004 pp USD12.95 +8.2% 3 qtrs
91 CETERA INVESTMENT ADVISERS 60.1K +12.5K (+26.2%) 842.2K +256.6K (+43.8%) 0.05% +0.006 pp 0.00% +0.000 pp USD12.84 +9.1% 4 qtrs
92 GOTHAM ASSET MANAGEMENT, LLC 60.0K +— (+0.0%) 840.6K +103.2K (+14.0%) 0.05% -0.005 pp 0.00% 0.000 pp USD12.89 +8.7% 4 qtrs
93 CAPTRUST FINANCIAL ADVISORS 56.8K +21.2K (+59.7%) 795.7K +358.7K (+82.1%) 0.05% +0.014 pp 0.00% +0.001 pp USD12.93 +8.4% 2 qtrs
94 INTECH INVESTMENT MANAGEMENT LLC 54.9K +8.6K (+18.5%) 769.6K +199.7K (+35.0%) 0.04% +0.003 pp 0.01% +0.002 pp USD12.93 +8.4% 6 qtrs
95 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 54.6K +8.3K (+18.0%) 765.0K +196.0K (+34.4%) 0.04% +0.003 pp 0.00% +0.001 pp USD12.75 +9.9% 26 qtrs
96 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 51.2K +9.7K (+23.3%) 720.4K +202.7K (+39.2%) 0.04% +0.005 pp 0.00% +0.000 pp USD12.79 +9.5% 7 qtrs
97 JANUS HENDERSON GROUP PLC 50.4K +— (+0.0%) 706.5K +86.7K (+14.0%) 0.04% -0.004 pp 0.00% +0.000 pp USD12.41 +12.9% 12 qtrs
98 LIDO ADVISORS, LLC 53.7K +421.0 (+0.8%) 670.3K +5.9K (+0.9%) 0.04% -0.004 pp 0.00% 0.000 pp USD12.53 +11.8% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
4
Sells
0
Shares acquired
45.6K
Shares disposed
Cash buys
Cash sales
Net activity
+45,600
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-25 Connelly Terrence John JR Officer Common Stock 0 0.00 56,195 D
2026-05-22 Gray Andrew I. Director A-Award A Common Stock 11,400 0.00 33,131 D
2026-05-22 Crawford Alexander I. Director A-Award A Common Stock 11,400 0.00 33,131 D
2026-05-22 Coronado Julia Lynn Director A-Award A Common Stock 11,400 0.00 57,070 D
2026-05-22 Chandoha Marie A Director A-Award A Common Stock 11,400 0.00 31,826 D
2026-03-04 Sartori Michael Andrew Officer A-Award A Common Stock 25,054 0.00 35,579 D
2026-03-04 Popenoe Smriti Laxman Director / Officer A-Award A Common Stock 136,006 0.00 548,626 D
2026-03-04 Childress Jeffrey L Officer A-Award A Common Stock 18,275 0.00 37,554 D
2026-03-04 BOSTON BYRON L Director / Officer A-Award A Common Stock 136,006 0.00 899,234 D
2026-02-28 Sartori Michael Andrew Officer F-InKind D Common Stock 1,593 14.03 22.3K 10,525 D
2026-02-28 Popenoe Smriti Laxman Director / Officer A-Award A Common Stock 66,287 0.00 473,625 D
2026-02-28 Childress Jeffrey L Officer F-InKind D Common Stock 769 14.03 10.8K 19,716 D
2026-02-28 BOSTON BYRON L Director / Officer F-InKind D Common Stock 29,002 14.03 406.9K 763,228 D
2026-02-27 Popenoe Smriti Laxman Director / Officer P-Purchase A Common Stock 2,000 12.19 24.4K 550,626 D
2026-02-26 Sartori Michael Andrew Officer Series C Preferred Stock 0 0.00 1,714 D
2025-09-26 Popenoe Smriti Laxman Director / Officer P-Purchase A Common Stock 60 12.12 727.20 407,338 D
2025-09-26 COLLIGAN ROBERT S Officer P-Purchase A Common Stock 4,200 12.12 50.9K 120,857 D
2025-09-08 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 18,954 12.93 245.1K 403,078 D
2025-09-08 BOSTON BYRON L Director / Officer F-InKind D Common Stock 15,206 12.93 196.6K 739,720 D
2025-05-28 Popenoe Smriti Laxman Director / Officer A-Award A Common Stock 18,479 0.00 422,032 D
2025-05-28 Childress Jeffrey L Officer A-Award A Common Stock 3,734 0.00 20,485 D
2025-05-28 COLLIGAN ROBERT S Officer A-Award A Common Stock 45,596 0.00 116,657 D
2025-05-28 BOSTON BYRON L Director / Officer A-Award A Common Stock 18,479 0.00 754,926 D
2025-05-23 Palmer Joy D Director A-Award A Common Stock 5,522 0.00 45,670 D
2025-05-23 Gray Andrew I. Director A-Award A Common Stock 1,665 0.00 21,731 D
2025-05-23 Crawford Alexander I. Director A-Award A Common Stock 1,665 0.00 21,731 D
2025-05-23 Coronado Julia Lynn Director A-Award A Common Stock 5,522 0.00 45,670 D
2025-05-23 Chandoha Marie A Director A-Award A Common Stock 9,877 0.00 20,426 D
2025-03-10 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 10,519 14.26 150.0K 403,553 D
2025-03-10 COLLIGAN ROBERT S Officer F-InKind D Common Stock 4,966 14.26 70.8K 71,061 D
2025-03-10 BOSTON BYRON L Director / Officer F-InKind D Common Stock 13,199 14.26 188.2K 736,447 D
2025-03-08 Childress Jeffrey L Officer F-InKind D Common Stock 374 14.37 5.4K 16,751 D
2025-02-28 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 5,836 14.07 82.1K 414,072 D
2025-02-28 Childress Jeffrey L Officer F-InKind D Common Stock 395 14.07 5.6K 17,125 D
2025-02-28 COLLIGAN ROBERT S Officer F-InKind D Common Stock 2,655 14.07 37.4K 76,027 D
2025-02-28 BOSTON BYRON L Director / Officer F-InKind D Common Stock 6,210 14.07 87.4K 749,646 D
2025-02-25 Popenoe Smriti Laxman Director / Officer A-Award A Common Stock 37,917 0.00 432,535 D
2025-02-25 BOSTON BYRON L Director / Officer A-Award A Common Stock 49,524 0.00 767,916 D
2025-02-23 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 3,359 14.06 47.2K 394,618 D
2025-02-23 Childress Jeffrey L Officer F-InKind D Common Stock 358 14.06 5.0K 17,520 D
2025-02-23 BOSTON BYRON L Director / Officer F-InKind D Common Stock 3,709 14.06 52.1K 718,392 D
2025-02-21 Popenoe Smriti Laxman Director / Officer A-Award A Common Stock 76,435 0.00 397,977 D
2025-02-21 BOSTON BYRON L Director / Officer A-Award A Common Stock 76,435 0.00 722,101 D
2024-12-31 Childress Jeffrey L Officer 0 0.00 0
2024-09-08 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 18,665 12.47 232.8K 321,542
2024-09-08 BOSTON BYRON L Director / Officer F-InKind D Common Stock 15,207 12.47 189.6K 645,666
2024-06-01 Chandoha Marie A Director 0 0.00 0
2024-05-17 Palmer Joy D Director A-Award A Common Stock 9,517 0.00 29,599
2024-05-17 Gray Andrew I. Director A-Award A Restricted Stock 9,517 0.00 9,517
2024-05-17 Crawford Alexander I. Director A-Award A Restricted Stock 9,517 0.00 9,517
2024-05-17 Coronado Julia Lynn Director A-Award A Common Stock 9,517 0.00 29,599
2024-03-12 Salcetti Robert A Director J-Other A Common Stock 9,472 0.00 66,072
2024-03-12 Hughes Michael R Director J-Other A Common Stock 9,472 0.00 74,756
2024-03-10 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 4,024 12.50 50.3K 340,207
2024-03-10 Childress Jeffrey L Officer F-InKind D Common Stock 395 12.50 4.9K 14,678
2024-03-10 COLLIGAN ROBERT S Officer F-InKind D Common Stock 2,718 0.00 78,682
2024-03-10 BOSTON BYRON L Director / Officer F-InKind D Common Stock 3,843 12.50 48.0K 660,873
2024-03-08 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 5,662 12.50 70.8K 272,100
2024-03-08 COLLIGAN ROBERT S Officer A-Award A Common Stock 40,984 0.00 81,400
2024-03-08 BOSTON BYRON L Director / Officer A-Award A Common Stock 101,640 0.00 664,716
2024-03-06 Gray Andrew I. Director 0 0.00 0
2024-03-06 Crawford Alexander I. Director 0 0.00 0
2024-02-28 Popenoe Smriti Laxman Director / Officer F-InKind D Common Stock 1,925 12.15 23.4K 260,760
2024-02-28 Childress Jeffrey L Officer F-InKind D Common Stock 158 12.15 1.9K 15,073
2024-02-28 BOSTON BYRON L Director / Officer F-InKind D Common Stock 2,099 12.15 25.5K 543,902
2024-02-23 Popenoe Smriti Laxman Officer F-InKind D Common Stock 3,408 12.22 41.6K 262,685
2024-02-23 Childress Jeffrey L Officer F-InKind D Common Stock 358 12.22 4.4K 15,231
2024-02-23 BOSTON BYRON L Director / Officer F-InKind D Common Stock 3,701 12.22 45.2K 546,001
2023-09-08 Popenoe Smriti Laxman Officer A-Award A Common Stock 117,097 0.00 266,093
2023-09-08 BOSTON BYRON L Director / Officer A-Award A Common Stock 117,097 0.00 549,702
2023-05-19 Stevens David H. Director A-Award A Common Stock 9,217 0.00 30,276
2023-05-19 Salcetti Robert A Director A-Award A Common Stock 9,217 0.00 56,600
2023-05-19 Palmer Joy D Director A-Award A Common Stock 9,217 0.00 20,082
2023-05-19 Hughes Michael R Director A-Award A Common Stock 9,217 0.00 65,284
2023-05-19 Coronado Julia Lynn Director A-Award A Common Stock 9,217 0.00 20,082
2023-05-14 Popenoe Smriti Laxman Officer F-InKind D Common Stock 5,811 11.04 64.2K 148,996
2023-05-14 BOSTON BYRON L Director / Officer F-InKind D Common Stock 9,469 11.04 104.5K 432,605
2023-03-14 COLLIGAN ROBERT S Officer P-Purchase A Common Stock 8,000 12.16 97.3K 40,416
2023-03-10 Popenoe Smriti Laxman Officer A-Award A Common Stock 36,613 0.00 154,807
2023-03-10 Childress Jeffrey L Officer A-Award A Common Stock 3,341 0.00 15,589
2023-03-10 COLLIGAN ROBERT S Officer A-Award A Common Stock 22,416 0.00 32,416
2023-03-10 BOSTON BYRON L Director / Officer A-Award A Common Stock 47,821 0.00 442,074
2023-02-28 Popenoe Smriti Laxman Officer F-InKind D Common Stock 3,081 13.23 40.8K 118,194
2023-02-28 Childress Jeffrey L Officer F-InKind D Common Stock 158 13.23 2.1K 12,248
2023-02-28 BOSTON BYRON L Director / Officer F-InKind D Common Stock 4,888 13.23 64.7K 394,253
2023-02-23 Popenoe Smriti Laxman Officer F-InKind D Common Stock 3,251 13.69 44.5K 121,275
2023-02-23 Childress Jeffrey L Officer F-InKind D Common Stock 358 13.69 4.9K 12,406
2023-02-23 BOSTON BYRON L Director / Officer F-InKind D Common Stock 3,493 13.69 47.8K 399,141
2022-10-26 BOSTON BYRON L Officer P-Purchase A Common Stock 2,500 11.61 29.0K 402,634
2022-10-25 BOSTON BYRON L Officer P-Purchase A Common Stock 12,000 10.92 131.0K 400,134
2022-09-01 Popenoe Smriti Laxman Officer P-Purchase A Common Stock 2,000 15.50 31.0K 124,526
2022-08-23 COLLIGAN ROBERT S Officer P-Purchase A Common Stock 10,000 15.84 158.4K 10,000
2022-08-22 BOSTON BYRON L Officer P-Purchase A Common Stock 1,928 15.54 30.0K 3,095
2022-08-06 COLLIGAN ROBERT S Officer 0 0.00 0
2022-06-13 BOSTON BYRON L Officer P-Purchase A Common Stock 6,562 15.25 100.1K 388,134
2022-05-26 Popenoe Smriti Laxman Officer F-InKind D Common Stock 2,737 16.35 44.7K 122,526
2022-05-26 BOSTON BYRON L Officer F-InKind D Common Stock 3,291 16.35 53.8K 381,572
2022-05-26 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 1,886 16.35 30.8K 173,029
2022-05-17 BOSTON BYRON L Officer P-Purchase A Common Stock 1,167 16.27 19.0K 1,167
2022-05-14 Popenoe Smriti Laxman Officer F-InKind D Common Stock 6,179 16.12 99.6K 125,263
2022-05-14 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 5,735 16.12 92.4K 174,915
2022-05-13 Stevens David H. Director A-Award A Common Stock 6,204 0.00 21,059
2022-05-13 Salcetti Robert A Director A-Award A Common Stock 6,204 0.00 47,383
2022-05-13 Palmer Joy D Director A-Award A Common Stock 6,204 0.00 10,865
2022-05-13 Hughes Michael R Director A-Award A Common Stock 6,204 0.00 56,067
2022-05-13 Coronado Julia Lynn Director A-Award A Common Stock 6,204 0.00 10,865
2022-05-13 BOSTON BYRON L Officer P-Purchase A Common Stock 2,000 16.00 32.0K 394,951
2022-03-01 Childress Jeffrey L Officer F-InKind D Common Stock 153 15.22 2.3K 12,764
2022-02-28 Popenoe Smriti Laxman Officer F-InKind D Common Stock 3,208 15.37 49.3K 131,442
2022-02-28 Childress Jeffrey L Officer F-InKind D Common Stock 113 15.37 1.7K 12,917
2022-02-28 BOSTON BYRON L Director / Officer F-InKind D Common Stock 8,432 15.37 129.6K 380,351
2022-02-24 Childress Jeffrey L Officer P-Purchase A Series C Preferred Stock 100 24.75 2.5K 1,750
2022-02-23 Popenoe Smriti Laxman Officer A-Award A Common Stock 3,166 0.00 134,650
2022-02-23 Childress Jeffrey L Officer A-Award A Common Stock 3,033 0.00 13,030
2022-02-23 BOSTON BYRON L Officer A-Award A Common Stock 10,190 0.00 388,783
2022-02-23 BENEDETTI STEPHEN J Officer A-Award A Common Stock 3,166 0.00 180,650
2022-02-04 BOSTON BYRON L Director / Officer P-Purchase A Common Stock 12,600 15.98 201.3K 358,177
2021-12-31 BOSTON BYRON L Officer 0 0.00 0
2021-05-26 Popenoe Smriti Laxman Officer A-Award A Common Stock 17,002 0.00 106,206
2021-05-26 BOSTON BYRON L Director / Officer A-Award A Common Stock 25,345 0.00 345,577
2021-05-26 BENEDETTI STEPHEN J Officer A-Award A Common Stock 12,672 0.00 161,110
2021-05-14 Stevens David H. Director A-Award A Common Stock 4,661 0.00 14,855
2021-05-14 Salcetti Robert A Director A-Award A Common Stock 4,661 0.00 41,179
2021-05-14 Popenoe Smriti Laxman Officer F-InKind D Common Stock 6,183 19.31 119.4K 89,204
2021-05-14 Palmer Joy D Director A-Award A Common Stock 4,661 0.00 4,661
2021-05-14 Hughes Michael R Director A-Award A Common Stock 4,661 0.00 49,863
2021-05-14 Coronado Julia Lynn Director A-Award A Common Stock 4,661 0.00 4,661
2021-05-14 BOSTON BYRON L Director / Officer F-InKind D Common Stock 10,094 19.31 194.9K 320,232
2021-05-14 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 5,739 19.31 110.8K 148,438
2021-03-08 Popenoe Smriti Laxman Officer P-Purchase A Common Stock 1,089 18.35 20.0K 95,387
2021-03-08 BOSTON BYRON L Director / Officer P-Purchase A Common Stock 1,635 18.35 30.0K 330,326
2021-03-01 Popenoe Smriti Laxman Officer F-InKind D Common Stock 3,208 19.03 61.0K 94,298
2021-03-01 Childress Jeffrey L Officer F-InKind D Common Stock 93 19.03 1.8K 9,998
2021-03-01 BOSTON BYRON L Director / Officer F-InKind D Common Stock 8,432 19.03 160.5K 328,691
2021-03-01 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 2,978 19.03 56.7K 154,177
2021-02-15 Salcetti Robert A Director J-Other D Series B Preferred Stock 2,742 25.15 69.0K 0
2021-02-15 Popenoe Smriti Laxman Officer F-InKind D Common Stock 1,234 18.58 22.9K 97,506
2021-02-15 Childress Jeffrey L Officer J-Other D Series B Preferred Stock 170 25.15 4.3K 0
2021-02-15 BOSTON BYRON L Director / Officer F-InKind D Common Stock 2,421 18.58 45.0K 337,123
2021-02-15 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 1,118 18.58 20.8K 157,155
2021-02-02 Popenoe Smriti Laxman Officer P-Purchase A Common Stock 1,120 17.85 20.0K 98,740
2021-02-02 BOSTON BYRON L Director / Officer P-Purchase A Common Stock 5,602 17.85 100.0K 339,544
2021-02-02 BENEDETTI STEPHEN J Officer P-Purchase A Common Stock 2,801 17.85 50.0K 158,273
2020-12-31 Childress Jeffrey L Officer 0 0.00 0
2020-11-10 Childress Jeffrey L Officer S-Sale D Common Stock 2,000 17.84 35.7K 8,886
2020-10-27 Palmer Joy D Director 0 0.00 0
2020-10-27 Coronado Julia Lynn Director 0 0.00 0
2020-09-18 Childress Jeffrey L Officer A-Award A Common Stock 307 0.00 10,886
2020-06-12 Stevens David H. Director A-Award A Common Stock 5,682 0.00 10,194
2020-06-12 Salcetti Robert A Director A-Award A Common Stock 5,682 0.00 36,518
2020-06-12 Mosley Valerie Director A-Award A Common Stock 5,682 0.00 22,481
2020-06-12 IGDALOFF BARRY Director A-Award A Common Stock 5,682 0.00 173,331
2020-06-12 Hughes Michael R Director A-Award A Common Stock 5,682 0.00 45,202
2020-06-04 IGDALOFF BARRY Director G-Gift D Common Stock 6,513 0.00 167,649
2020-05-14 Popenoe Smriti Laxman Officer A-Award A Common Stock 36,093 0.00 97,620
2020-05-14 BOSTON BYRON L Director / Officer A-Award A Common Stock 72,186 0.00 333,942
2020-05-14 BENEDETTI STEPHEN J Officer A-Award A Common Stock 36,093 0.00 155,472
2020-03-19 Salcetti Robert A Director P-Purchase A Series B Preferred Stock 232 13.00 3.0K 2,742
2020-03-18 Salcetti Robert A Director P-Purchase A Series B Preferred Stock 2,510 12.65 31.8K 2,510
2020-03-18 Popenoe Smriti Laxman Officer P-Purchase A Common Stock 2,780 9.74 27.1K 4,780
2020-03-18 Childress Jeffrey L Officer P-Purchase A Common Stock 2,000 8.15 16.3K 10,579
2020-03-18 BOSTON BYRON L Director / Officer P-Purchase A Common Stock 6,000 7.94 47.6K 261,756
2020-03-18 BENEDETTI STEPHEN J Officer P-Purchase A Common Stock 4,500 8.51 38.3K 119,379
2020-03-17 Popenoe Smriti Laxman Officer P-Purchase A Common Stock 2,000 11.47 22.9K 60,713
2020-03-17 IGDALOFF BARRY Director P-Purchase A Common Stock 64,399 11.64 749.4K 174,162
2020-03-17 Childress Jeffrey L Officer P-Purchase A Series C Preferred Stock 1,650 16.93 27.9K 1,650
2020-03-17 BOSTON BYRON L Director / Officer P-Purchase A Common Stock 3,000 11.36 34.1K 255,756
2020-03-17 BENEDETTI STEPHEN J Officer P-Purchase A Common Stock 4,000 11.35 45.4K 114,879
2020-03-16 Stevens David H. Director P-Purchase A Common Stock 410 11.91 4.9K 4,512
2020-03-16 Popenoe Smriti Laxman Officer P-Purchase A Common Stock 2,000 12.60 25.2K 2,000
2020-03-16 Hughes Michael R Director P-Purchase A Series C Preferred Stock 700 17.40 12.2K 700
2020-03-16 BOSTON BYRON L Director / Officer P-Purchase A Common Stock 4,000 12.26 49.1K 252,756
2020-02-28 Popenoe Smriti Laxman Officer A-Award A Common Stock 10,910 0.00 58,713
2020-02-28 Childress Jeffrey L Officer F-InKind D Common Stock 113 17.10 1.9K 8,579
2020-02-28 BOSTON BYRON L Director / Officer A-Award A Common Stock 35,116 0.00 248,756
2020-02-28 BENEDETTI STEPHEN J Officer A-Award A Common Stock 10,910 0.00 110,879
2020-02-18 Childress Jeffrey L Officer F-InKind D Common Stock 127 19.64 2.5K 8,692
2020-02-18 BOSTON BYRON L Director / Officer F-InKind D Common Stock 2,387 19.64 46.9K 217,162
2020-02-18 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 1,070 19.64 21.0K 100,754
2020-02-15 Childress Jeffrey L Officer F-InKind D Common Stock 102 19.19 2.0K 8,819
2020-02-15 BOSTON BYRON L Director / Officer F-InKind D Common Stock 1,620 19.19 31.1K 219,549
2020-02-15 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 619 19.19 11.9K 101,824
2019-08-19 BOSTON BYRON L Director / Officer I-Discretionary A Common Stock 989 15.15 15.0K 5,205
2019-08-16 BOSTON BYRON L Director / Officer I-Discretionary A Common Stock 1,004 15.00 15.1K 4,216
2019-08-15 Popenoe Smriti Laxman Officer P-Purchase A Common Stock 1,400 14.69 20.6K 47,803
2019-08-15 BENEDETTI STEPHEN J Officer P-Purchase A Common Stock 700 14.67 10.3K 101,800
2019-08-07 BOSTON BYRON L Director / Officer I-Discretionary A Common Stock 3,215 15.55 50.0K 3,215
2019-05-17 Stevens David H. Director A-Award A Common Stock 10,310 0.00 12,310
2019-05-17 Salcetti Robert A Director A-Award A Common Stock 10,310 0.00 92,510
2019-05-17 Mosley Valerie Director A-Award A Common Stock 10,310 0.00 50,400
2019-05-17 IGDALOFF BARRY Director A-Award A Common Stock 10,310 0.00 329,296
2019-05-17 Hughes Michael R Director A-Award A Common Stock 10,310 0.00 118,562
2019-02-28 Popenoe Smriti Laxman Officer A-Award A Common Stock 23,474 0.00 139,210
2019-02-28 Childress Jeffrey L Officer A-Award A Common Stock 2,880 0.00 26,765
2019-02-28 BOSTON BYRON L Director / Officer A-Award A Common Stock 75,558 0.00 663,508
2019-02-28 BENEDETTI STEPHEN J Officer A-Award A Common Stock 23,474 0.00 293,402
2019-02-15 Popenoe Smriti Laxman Officer F-InKind D Common Stock 8,796 6.07 53.4K 115,736
2019-02-15 Childress Jeffrey L Officer F-InKind D Common Stock 936 6.07 5.7K 23,885
2019-02-15 BOSTON BYRON L Director / Officer F-InKind D Common Stock 23,595 6.07 143.2K 587,950
2019-02-15 BENEDETTI STEPHEN J Officer F-InKind D Common Stock 7,459 6.07 45.3K 269,928

Executive team

Top executives
EBIT / Employee
33.56M
Shares Outstanding
151.53M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2014 Byron L. Boston Chief Executive Officer, President and Co-Chief Investment Officer 675.0K 693.0K 1.35M 335.1K 3.05M 22.70%
2 2014 Thomas B. Akin Executive Chairperson 500.0K 500.0K 460.0K 203.5K 1.66M 27.65%
3 2014 Smriti L. Popenoe Executive Vice President and Co-Chief Investment Officer 408.0K 300.0K 692.0K 29.7K 1.43M 20.98%
4 2014 Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer 375.0K 268.0K 562.5K 100.0K 1.31M 20.53%
5 2013 Byron L. Boston President and Chief Investment Officer 600.0K 313.8K 630.0K 282.3K 1.83M 17.18%
6 2013 Byron L. Boston Chief Executive Officer, President and Co-Chief Investment Officer 600.0K 313.8K 630.0K 282.3K 1.83M 17.18%
7 2013 Thomas B. Akin Chairman and Chief Executive Officer 600.0K 263.8K 630.0K 164.9K 1.66M 15.90%
8 2013 Thomas B. Akin Executive Chairperson 600.0K 263.8K 630.0K 164.9K 1.66M 15.90%
9 2013 Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer 375.0K 292.1K 97.8K 764.9K 0.00%
10 2012 Byron L. Boston Chief Executive Officer, President and Co-Chief Investment Officer 575.0K 451.0K 1.15M 277.2K 2.45M 18.38%
11 2012 Byron L. Boston President and Chief Investment Officer 575.0K 451.0K 1.15M 277.2K 2.45M 18.38%
12 2012 Thomas B. Akin Executive Chairperson 575.0K 451.0K 950.0K 143.3K 2.12M 21.28%
13 2012 Thomas B. Akin Chairman and Chief Executive Officer 575.0K 451.0K 950.0K 143.3K 2.12M 21.28%
14 2012 Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer 368.7K 122.0K 693.6K 96.6K 1.28M 9.52%
15 2011 Byron L. Boston President and Chief Investment Officer 474.5K 1.15M 700.0K 203.6K 2.53M 45.58%
16 2011 Thomas B. Akin Chairman and Chief Executive Officer 466.7K 1.07M 500.0K 579.00 2.04M 52.48%
17 2011 Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer 331.0K 667.5K 350.0K 17.1K 1.37M 48.88%
18 2010 Thomas B. Akin Chairman and Chief Executive Officer 300.0K 574.4K 2.0K 876.3K 0.00%
19 2010 Byron L. Boston President and Chief Investment Officer 275.0K 502.0K 82.2K 859.2K 0.00%
20 2010 Stephen J. Benedetti Executive Vice President, Chief Financial Officer and Chief Operating Officer 236.0K 430.0K 17.8K 683.8K 0.00%
21 2009 Thomas B. Akin Chairman and Chief Executive Officer 300.0K 309.5K 1.0K 610.6K 0.00%
22 2009 Byron L. Boston Chief Investment Officer 275.0K 50.0K 275.0K 4.7K 604.7K 0.00%
23 2009 Stephen J. Benedetti Executive Vice President, Chief Operating Officer and Chief Financial Officer 236.0K 239.4K 16.8K 492.2K 0.00%
24 2008 Stephen J. Benedetti Executive Vice President, Chief Operating Officer and Chief Financial Officer 236.0K 177.0K 88.0K 14.1K 515.1K 17.08%
25 2008 Thomas B. Akin Chairman and Chief Executive Officer 277.4K 2.5K 203.1K 483.1K 0.52%
26 2008 Byron L. Boston Chief Investment Officer 239.9K 189.1K 428.9K 0.00%
27 2007 Stephen J. Benedetti Executive Vice President, Chief Operating Officer and Chief Financial Officer 236.0K 106.0K 67.6K 13.9K 423.6K 15.97%
28 2005 Stephen J. Benedetti Executive Vice President, Chief Operating Officer, Secretary and Treasurer 200.0K 105.0K 14.2K 319.2K 0.00%
29 2004 Stephen J. Benedetti Executive Vice President, Chief Operating Officer, Secretary and Treasurer 189.6K 128.0K 13.2K 330.8K 0.00%
30 2003 Stephen J. Benedetti Executive Vice President, Chief Operating Officer, Secretary and Treasurer 184.0K 102.0K 12.2K 298.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2026-03-27 PRE 14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A
2025-03-27 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 4
2026-05-26 3
2026-05-22 8-K
2026-04-28 8-K
2026-04-28 424B5
2026-04-27 SC 13G/A
2026-04-27 10-Q

Executive team

NameTitleCompensationGender
Byron L. Boston Co-CEO & Chairman of the Board 5M male
Smriti Laxman Popenoe Co-CEO, President & Director 5M female
Robert S. Colligan Advisor 2M male
Meakin Bennett Chief Operating Officer female
Michael Angelo Chief Legal Counsel & Corporate Secretary male
Michael Sartori Chief Financial Officer male
Robert Nilson Jr. Chief Risk Officer male
Terrence J. Connelly Chief Investment Officer male
Alison G. Griffin Vice President of Investor Relations female
Wayne E. Brockwell Senior Vice President & Portfolio Manager male
Corbin G. Dryden Head of Cybersecurity & Infrastructure
Jeffrey L. Childress Chief Accounting Officer male
ESG Rating
B+
REIT - MORTGAGE
Rank: 16 out of 95
2012
E (Environmental)
64.7 / 72.2
Company / Sector avg.
S (Social)
72.5 / 79.0
Company / Sector avg.
G (Governance)
67.9 / 75.2
Company / Sector avg.
ESG Total
68.4 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits