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Employers Holdings, Inc. (EIG)

USD49.35 -0.79 (-1.57%)
US NYSE Financial Services Insurance - Specialty
Address 10375 Professional Circle 89521
Reno, NV, US
CEO Katherine Holt Antonello
IPO 2007-01-31
CIK 1379041 ISIN US2922181043

Explore sections of this company profile

Description

Employers Holdings, Inc., along with its subsidiary companies, primarily operates within the commercial property and casualty insurance industry across the United States. The firm delivers workers' compensation policies, specifically targeting small businesses in industries characterized by low to moderate risk levels. Distribution of its offerings occurs through a diverse network, which includes independent insurance agents and brokers spanning local, regional, and national markets, as well as alternative sales channels, collaborations with trade groups and associations of varying scales, and direct interactions with customers. The company was established in 2000 and its main office is located in Reno, Nevada.

News Sentiment (7d)
75 Positive

Based on only 1 article — low confidence

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
USD49.35 -0.79 (-1.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
257.8K
Beta
0.51
Float Shares
21.62M
Free Float %
97.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.19% -1.60% -1.64% -2.75% +5.38% -4.26% -16.51% +9.25% -1.31% +39.77% +106.96%
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

From To

Revenue composition

From To

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 (8 ratings, all time) Buy
Price Targets & DCF
Current price
49.35
DCF (Unlevered) 95.98 +94.5%
DCF (Levered) 43.09 -12.7%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 33% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
0.87
Distress
Piotroski F-Score
8 / 9
Strong
MOAT Score
2 / 10
No MOAT
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
2 / 5
Medium
ROA Score
2 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Insurance - Specialty: +11.0%
    -2.6% Q1'26: +2.5% (vs Q1'25)
  • EPS growth Insurance - Specialty: +18.3%
    -90.5% Q1'26: -19.2% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Specialty: +39.7%
    +0.8% Q1'26: +0.6% (vs Q1'25)
  • EBIT margin Insurance - Specialty: +18.3%
    +1.5% Q1'26: +6.2% (vs Q1'25)
  • ROIC Insurance - Specialty: +10.3%
    Q1'26: -27.1% (vs Q1'25)
  • Share dilution Insurance - Specialty: +0.5%
    -4.2% Q1'26: -3.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Specialty: 0.25×
    3.11× Q1'26: 2.52× (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 (0.50) × ERP
WACC = 96% × Ke + 4% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 94.93 Current price: 49.35
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 2008
actual
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
1 Rev. Ana.
2 EPS Ana.
Revenue
396.78M
est: 372.56M (+6.5%)
495.94M
est: 393.70M (+26.0%)
415.60M
est: 361.34M (+15.0%)
464.15M
est: 577.71M (-19.7%)
579.18M
est: 976.49M (-40.7%)
723.50M
est: 808.14M (-10.5%)
773.50M
est: 504.05M (+53.5%)
752.10M
est: 750.48M (+0.2%)
779.80M
est: 774.50M (+0.7%)
799.30M
est: 791.98M (+0.9%)
800.40M
est: 813.37M (-1.6%)
835.90M
est: 811.41M (+3.0%)
711.40M
est: 683.82M (+4.0%)
703.10M
est: 666.29M (+5.5%)
713.50M
est: 688.72M (+3.6%)
850.90M
est: 869.30M (-2.1%)
880.70M
est: 885.28M (-0.5%)
858.20M
est: 904.69M (-5.1%)
803.74M
799.82M – 807.66M
-11.2% YoY
781.52M
777.71M – 785.34M
-2.8% YoY
EBITDA
121.41M
est: 102.49M (+18.5%)
109.61M
est: 77.03M (+42.3%)
79.78M
est: 64.72M (+23.3%)
56.55M
est: 73.21M (-22.8%)
106.65M
est: 140.72M (-24.2%)
62.40M
est: 52.72M (+18.4%)
116.60M
est: 76.14M (+53.1%)
110.40M
est: 80.25M (+37.6%)
150.80M
est: 135.13M (+11.6%)
153.60M
est: 135.06M (+13.7%)
177.30M
est: 102.36M (+73.2%)
203.40M
est: 143.52M (+41.7%)
156.30M
est: 175.35M (-10.9%)
154.90M
est: 126.81M (+22.2%)
64.60M
est: 42.39M (+52.4%)
159.00M
est: 118.75M (+33.9%)
150.40M
est: 120.94M (+24.4%)
12.50M
est: 123.59M (-89.9%)
109.80M
109.26M – 110.33M
-11.2% YoY
106.76M
106.24M – 107.28M
-2.8% YoY
EBIT
114.19M
est: 63.26M (+80.5%)
99.71M
est: 66.85M (+49.2%)
72.69M
est: 61.36M (+18.5%)
50.16M
est: 98.09M (-48.9%)
101.05M
est: 165.81M (-39.1%)
56.30M
est: 137.22M (-59.0%)
109.60M
est: 85.59M (+28.1%)
102.10M
est: 127.43M (-19.9%)
142.30M
est: 131.51M (+8.2%)
145.40M
est: 134.48M (+8.1%)
171.00M
est: 138.11M (+23.8%)
194.40M
est: 137.77M (+41.1%)
148.10M
est: 116.11M (+27.6%)
147.50M
est: 113.13M (+30.4%)
59.30M
est: 116.94M (-49.3%)
154.20M
est: 113.94M (+35.3%)
146.80M
est: 116.04M (+26.5%)
12.50M
est: 118.58M (-89.5%)
105.35M
104.83M – 105.86M
-11.2% YoY
102.44M
101.94M – 102.94M
-2.8% YoY
Net Income
101.79M
est: 86.81M (+17.3%)
83.02M
est: 56.33M (+47.4%)
63.47M
est: 51.11M (+24.2%)
48.62M
est: 62.53M (-22.2%)
106.89M
est: 141.67M (-24.5%)
63.80M
est: 61.65M (+3.5%)
100.70M
est: 65.43M (+53.9%)
94.40M
est: 68.85M (+37.1%)
106.70M
est: 94.61M (+12.8%)
101.20M
est: 88.95M (+13.8%)
141.30M
est: 81.55M (+73.3%)
157.10M
est: 109.31M (+43.7%)
119.80M
est: 134.08M (-10.6%)
119.30M
est: 97.13M (+22.8%)
48.40M
est: 29.58M (+63.6%)
118.10M
est: 112.94M (+4.6%)
118.60M
est: 88.54M (+34.0%)
10.80M
est: 19.80M (-45.4%)
53.87M
50.84M – 56.89M
+172.1% YoY
60.65M
58.07M – 63.23M
+12.6% YoY
SGA
43.62M
est: 30.55M (+42.8%)
36.15M
est: 32.20M (+12.3%)
38.47M
est: 27.94M (+37.7%)
45.50M
est: 59.77M (-23.9%)
est: 81.02M (-100.0%)
— – —
— – —
EPS
2.07
est: 1.49 (+38.9%)
1.81
est: 0.90 (+102.2%)
1.52
est: 0.78 (+96.1%)
1.28
est: 0.88 (+46.3%)
3.40
est: 0.34 (+900.0%)
2.05
est: 0.87 (+135.6%)
3.19
est: 0.54 (+496.3%)
2.94
est: 1.95 (+51.0%)
3.29
est: 2.09 (+57.4%)
3.11
est: 2.39 (+30.4%)
4.30
est: 3.49 (+23.4%)
4.89
est: 3.35 (+46.0%)
4.01
est: 2.10 (+90.9%)
4.22
est: 2.02 (+109.0%)
1.76
est: 2.53 (-30.5%)
4.48
est: 4.68 (-4.3%)
4.74
est: 3.67 (+29.2%)
0.45
est: 0.83 (-45.5%)
2.24
2.11 – 2.36
+170.9% YoY
2.51
2.41 – 2.62
+12.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-08 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-07 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-06 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-05 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-04 B- 2/5 3/5 2/5 2/5 3/5 1/5 3/5
2026-05-01 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-04-30 C+ 2/5 3/5 2/5 3/5 1/5 1/5 3/5
2026-04-29 C+ 2/5 4/5 2/5 3/5 1/5 1/5 1/5
2026-04-28 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-04-27 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-04-24 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-04-23 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-04-22 B 3/5 4/5 2/5 3/5 3/5 1/5 3/5
2026-04-21 B 3/5 4/5 2/5 4/5 3/5 1/5 3/5
2026-04-20 B 3/5 4/5 2/5 4/5 3/5 1/5 3/5
2026-04-17 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5
2026-04-16 B 3/5 4/5 2/5 4/5 2/5 1/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
29.79M
OE per share TTM
1.23
Owner's Yield
3.00%
Maintenance CapEx ratio
7.41%
Maint CapEx / Avg PPE
2.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
43
Total invested
24.29M
Insider transactions (90d)
0
Beneficial owners (>5%)
26
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 ANCHORAGE CAPITAL GROUP, L.L.C. 4.87M 34.80% 199.7K 199.7K IA, OO Delaware 2014-02-14
2 (1) BlackRock, Inc. 3.86M 14.20% HC Delaware 2023-01-20
3 The Vanguard Group - 23-1945930 3.21M 11.80% 20.1K 3.16M 48.0K IA 2023-02-09
4 (. 2.51M 7.72% 2.39M 2.51M IA Delaware 2018-02-09
5 Einhorn 2.33M 5.30% 2.33M 2.33M IN Citizen 2010-02-16
6 Blue Harbour Group, LP 2.26M 7.40% 2.26M PN Delaware 2013-02-04
7 Blue Harbour Holdings, LLC 2.26M 7.40% 2.26M OO Delaware 2013-02-04
8 Clifton S. Robbins 2.26M 7.40% 2.26M IN United States of America 2013-02-04
9 Capital, Inc. 2.19M 5.00% 2.19M 2.19M CO Delaware 2010-02-16
10 30-0447847 2.18M 7.80% 2.14M 2.18M IA Delaware Limited Partnership 2022-02-08
11 Lee Munder Capital Group LLC 2.00M 5.28% 1.34M IA Delaware 2012-02-08
12 Citigroup Inc. 1.82M 4.60% 1.82M 1.82M HC Delaware 2011-02-04
13 Abigail P. Johnson 1.48M 5.28% 1.48M IN United States of America 2022-02-09
14 FMR LLC 1.48M 5.28% 166.6K 1.48M HC Delaware 2022-02-09
15 Capital, L.L.C. 901.9K 2.00% 901.9K 901.9K OO Delaware 2010-02-16
16 Advisors GP, L.L.C. 134.8K 0.30% 134.8K 134.8K OO Delaware 2010-02-16
17 Advisors, L.P. 134.8K 0.30% 134.8K 134.8K PN Delaware 2010-02-16
18 2 10.00 12.00% IA Delaware 2014-02-05
19 04-2683227 0.00% IA Massachusetts 2010-02-12
20 DME Advisors GP, L.L.C. 0.00% OO Delaware 2012-02-14
21 DME Advisors, L.P. 0.00% PN Delaware 2012-02-14
22 DME Capital Management, LP 0.00% PN Delaware 2012-02-14
23 DME Management GP, LLC 0.00% OO Delaware 2012-02-14
24 David Einhorn 0.00% IN U.S. Citizen 2012-02-14
25 Greenlight Capital, Inc. 0.00% CO Delaware 2012-02-14
26 Greenlight Capital, L.L.C. 0.00% OO Delaware 2012-02-14

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
43
-155 vs prev Q
New positions
4
Closed positions
158
Increased
15
Reduced
20
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 15.6K +15.6K (+100.0%) 673.11M +673.1M (+100.0%) 0.07% +0.065 pp 0.27% +0.266 pp USD43.17 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 3.20M -152.7K (-4.6%) 137.98M -4.3M (-3.0%) 13.31% -0.636 pp 0.00% 0.000 pp USD47.98 -10.0% 6 qtrs
3 VANGUARD GROUP INC 2.63M -152.8K (-5.5%) 113.38M -4.7M (-4.0%) 10.94% -0.636 pp 0.00% 0.000 pp USD86.24 -49.9% 76 qtrs
4 DIMENSIONAL FUND ADVISORS LP 1.75M -99.8K (-5.4%) 75.41M -3.0M (-3.9%) 7.28% -0.416 pp 0.02% -0.001 pp USD29.88 +44.5% 51 qtrs
5 STATE STREET CORP 924.7K -21.0K (-2.2%) 39.92M -253.8K (-0.6%) 3.85% -0.088 pp 0.00% 0.000 pp USD34.51 +25.1% 51 qtrs
6 AMERICAN CENTURY COMPANIES INC 604.0K -12.2K (-2.0%) 26.07M -101.9K (-0.4%) 2.52% -0.051 pp 0.01% 0.000 pp USD43.65 -1.1% 25 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 544.2K -27.0K (-4.7%) 23.50M -772.3K (-3.2%) 2.27% -0.113 pp 0.00% 0.000 pp USD34.94 +23.6% 76 qtrs
8 JACOBS LEVY EQUITY MANAGEMENT, INC 388.8K +160.0K (+69.9%) 16.78M +7.1M (+72.7%) 1.62% +0.666 pp 0.06% +0.026 pp USD40.44 +6.8% 40 qtrs
9 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 385.4K +274.0 (+0.1%) 16.64M +277.6K (+1.7%) 1.61% +0.001 pp 0.00% +0.000 pp USD36.01 +19.9% 75 qtrs
10 NORTHERN TRUST CORP 382.2K -37.4K (-8.9%) 16.50M -1.3M (-7.4%) 1.59% -0.156 pp 0.00% 0.000 pp USD26.97 +60.1% 51 qtrs
11 GOLDMAN SACHS GROUP INC 329.5K +183.8K (+126.2%) 14.22M +8.0M (+129.9%) 1.37% +0.766 pp 0.00% +0.001 pp USD42.56 +1.4% 73 qtrs
12 BOSTON PARTNERS 325.0K -28.8K (-8.1%) 14.09M -958.8K (-6.4%) 1.35% -0.120 pp 0.01% -0.001 pp USD44.17 -2.3% 20 qtrs
13 LSV ASSET MANAGEMENT 274.8K -707.3K (-72.0%) 11.86M -29.9M (-71.6%) 1.14% -2.947 pp 0.03% -0.066 pp USD42.10 +2.5% 11 qtrs
14 MORGAN STANLEY 254.0K +12.4K (+5.1%) 10.96M +701.3K (+6.8%) 1.06% +0.052 pp 0.00% +0.000 pp USD41.62 +3.7% 51 qtrs
15 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 235.5K +22.0K (+10.3%) 10.17M +1.1M (+12.1%) 0.98% +0.092 pp 0.01% +0.000 pp USD44.30 -2.6% 11 qtrs
16 TWO SIGMA INVESTMENTS, LP 186.0K +4.4K (+2.4%) 8.03M +315.4K (+4.1%) 0.77% +0.018 pp 0.01% 0.000 pp USD43.39 -0.5% 16 qtrs
17 RENAISSANCE TECHNOLOGIES LLC 167.0K -141.1K (-45.8%) 7.21M -5.9M (-44.9%) 0.70% -0.588 pp 0.01% -0.006 pp USD40.72 +6.0% 51 qtrs
18 INVESCO LTD. 161.6K -82.0K (-33.6%) 6.98M -3.4M (-32.6%) 0.67% -0.341 pp 0.00% -0.001 pp USD41.50 +4.0% 57 qtrs
19 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 153.0K +3.5K (+2.3%) 6.60M +253.4K (+4.0%) 0.64% +0.015 pp 0.02% +0.000 pp USD39.70 +8.7% 31 qtrs
20 BANK OF NEW YORK MELLON CORP 144.2K -78.9K (-35.4%) 6.22M -3.3M (-34.3%) 0.60% -0.329 pp 0.00% -0.001 pp USD27.94 +54.5% 66 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 140.9K -717.0 (-0.5%) 6.08M +66.8K (+1.1%) 0.59% -0.003 pp 0.13% -0.001 pp USD44.39 -2.7% 4 qtrs
22 TEACHER RETIREMENT SYSTEM OF TEXAS 139.2K +27.3K (+24.4%) 6.01M +1.3M (+26.4%) 0.58% +0.114 pp 0.02% +0.002 pp USD44.63 -3.3% 17 qtrs
23 CAROLINA WEALTH ADVISORS, LLC 129.7K -2.6K (-2.0%) 5.60M -20.5K (-0.4%) 0.54% -0.011 pp 2.50% +0.069 pp USD41.92 +3.0% 25 qtrs
24 UBS GROUP AG 122.0K -59.4K (-32.7%) 5.27M -2.4M (-31.6%) 0.51% -0.247 pp 0.00% 0.000 pp USD45.02 -4.1% 45 qtrs
25 PRINCIPAL FINANCIAL GROUP INC 107.1K -6.4K (-5.7%) 4.62M -199.4K (-4.1%) 0.45% -0.027 pp 0.00% 0.000 pp USD31.23 +38.2% 67 qtrs
26 AMERIPRISE FINANCIAL INC 105.3K +14.7K (+16.3%) 4.55M +698.5K (+18.2%) 0.44% +0.061 pp 0.00% +0.000 pp USD35.11 +23.0% 56 qtrs
27 D. E. SHAW & CO., INC. 104.0K +10.7K (+11.5%) 4.49M +526.2K (+13.3%) 0.43% +0.045 pp 0.00% +0.000 pp USD45.36 -4.8% 45 qtrs
28 AQR CAPITAL MANAGEMENT LLC 102.8K -6.4K (-5.9%) 4.44M -202.5K (-4.4%) 0.43% -0.027 pp 0.00% -0.001 pp USD39.29 +9.9% 55 qtrs
29 CITADEL ADVISORS LLC 98.5K +10.3K (+11.7%) 4.25M +506.1K (+13.5%) 0.41% +0.043 pp 0.00% +0.000 pp USD45.55 -5.2% 33 qtrs
30 DEAN INVESTMENT ASSOCIATES, LLC 96.1K +75.9K (+376.6%) 4.15M +3.3M (+384.4%) 0.40% +0.316 pp 0.59% +0.473 pp USD42.46 +1.7% 22 qtrs
31 INTECH INVESTMENT MANAGEMENT LLC 95.1K +83.5K (+719.3%) 4.11M +3.6M (+732.6%) 0.40% +0.348 pp 0.04% +0.032 pp USD43.82 -1.5% 7 qtrs
32 EMPOWERED FUNDS, LLC 93.4K +6.8K (+7.8%) 4.03M +352.6K (+9.6%) 0.39% +0.028 pp 0.03% -0.005 pp USD42.53 +1.5% 2 qtrs
33 FIRST TRUST ADVISORS LP 89.3K +66.0 (+0.1%) 3.86M +64.4K (+1.7%) 0.37% +0.000 pp 0.00% +0.000 pp USD48.95 -11.8% 7 qtrs
34 MILLENNIUM MANAGEMENT LLC 85.9K -93.4K (-52.1%) 3.71M -3.9M (-51.3%) 0.36% -0.389 pp 0.00% -0.002 pp USD45.63 -5.4% 55 qtrs
35 JPMORGAN CHASE & CO 80.4K -20.1K (-20.0%) 3.47M -799.3K (-18.7%) 0.34% -0.084 pp 0.00% +0.000 pp USD46.74 -7.6% 39 qtrs
36 PUBLIC SECTOR PENSION INVESTMENT BOARD 77.8K -26.6K (-25.5%) 3.36M -1.1M (-24.3%) 0.32% -0.111 pp 0.01% -0.005 pp USD44.73 -3.5% 58 qtrs
37 ISTHMUS PARTNERS, LLC 71.7K +2.5K (+3.6%) 3.10M +3.1M (+105,181.9%) 0.30% +0.010 pp 0.34% +0.343 pp USD41.89 +3.1% 29 qtrs
38 TWO SIGMA ADVISERS, LP 69.9K -21.7K (-23.7%) 3.02M -873.6K (-22.5%) 0.29% -0.090 pp 0.01% -0.002 pp USD42.17 +2.4% 51 qtrs
39 AZARIAS CAPITAL MANAGEMENT, L.P. 69.1K +69.1K (+100.0%) 2.98M +3.0M (+100.0%) 0.29% +0.288 pp 1.31% +1.306 pp USD43.17 +0.0% 1 qtrs NEW
40 RHUMBLINE ADVISERS 66.4K -3.9K (-5.6%) 2.87M -121.9K (-4.1%) 0.28% -0.016 pp 0.00% 0.000 pp USD34.20 +26.2% 55 qtrs
41 DEAN CAPITAL MANAGEMENT 65.3K +48.7K (+292.3%) 2.82M +2.1M (+298.7%) 0.27% +0.203 pp 1.20% +0.926 pp USD43.17 +0.0% 22 qtrs
42 ALLIANZ ASSET MANAGEMENT GMBH 64.9K +27.7K (+74.3%) 2.80M +1.2M (+77.1%) 0.27% +0.115 pp 0.00% +0.001 pp USD43.88 -1.6% 3 qtrs
43 TREXQUANT INVESTMENT LP 63.0K +27.8K (+78.8%) 2.72M +1.2M (+81.7%) 0.26% +0.116 pp 0.02% +0.009 pp USD44.11 -2.1% 3 qtrs
44 LEGAL & GENERAL GROUP PLC 62.0K -5.6K (-8.3%) 2.67M -194.6K (-6.8%) 0.26% -0.023 pp 0.00% 0.000 pp USD37.16 +16.2% 46 qtrs
45 NUVEEN, LLC 54.7K -3.4K (-5.8%) 2.36M -105.0K (-4.3%) 0.23% -0.014 pp 0.00% +0.000 pp USD50.21 -14.0% 4 qtrs
46 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 54.6K -2.2K (-3.9%) 2.36M -55.8K (-2.3%) 0.23% -0.009 pp 0.02% -0.001 pp USD41.17 +4.9% 18 qtrs
47 STATE OF NEW JERSEY COMMON PENSION FUND D 54.6K +5.2K (+10.6%) 2.36M +260.0K (+12.4%) 0.23% +0.022 pp 0.01% +0.001 pp USD38.52 +12.1% 23 qtrs
48 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 47.6K -45.2K (-48.7%) 2.05M -1.9M (-47.9%) 0.20% -0.188 pp 0.00% -0.003 pp USD51.11 -15.5% 5 qtrs
49 EXCHANGE TRADED CONCEPTS, LLC 47.5K -18.6K (-28.1%) 2.05M -757.3K (-27.0%) 0.20% -0.078 pp 0.02% -0.008 pp USD41.18 +4.8% 23 qtrs
50 SWISS NATIONAL BANK 46.3K +— (+0.0%) 2.00M +31.9K (+1.6%) 0.19% +0.000 pp 0.00% +0.000 pp USD28.79 +49.9% 51 qtrs
51 HRT FINANCIAL LP 43.5K -36.3K (-45.4%) 1.88M -1.5M (-44.6%) 0.18% -0.151 pp 0.01% -0.007 pp USD44.26 -2.5% 7 qtrs
52 XTX TOPCO LTD 41.5K +41.5K (+100.0%) 1.79M +1.8M (+100.0%) 0.17% +0.173 pp 0.05% +0.047 pp USD43.17 +0.0% 1 qtrs NEW
53 ROYCE & ASSOCIATES LP 38.9K +588.0 (+1.5%) 1.68M +51.8K (+3.2%) 0.16% +0.002 pp 0.02% +0.001 pp USD43.99 -1.9% 9 qtrs
54 WINTON GROUP LTD 37.2K +37.2K (+100.0%) 1.61M +1.6M (+100.0%) 0.16% +0.155 pp 0.06% +0.056 pp USD43.17 +0.0% 5 qtrs
55 GSA CAPITAL PARTNERS LLP 36.6K +3.2K (+9.6%) 1.58M +162.0K (+11.4%) 0.15% +0.013 pp 0.14% +0.018 pp USD46.73 -7.6% 3 qtrs
56 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 35.8K -30.7K (-46.2%) 1.54M -1.3M (-45.3%) 0.15% -0.128 pp 0.00% -0.005 pp USD48.53 -11.0% 13 qtrs
57 UBS ASSET MANAGEMENT AMERICAS INC 35.7K -8.1K (-18.5%) 1.54M -319.9K (-17.2%) 0.15% -0.034 pp 0.00% 0.000 pp USD43.85 -1.6% 45 qtrs
58 BARCLAYS PLC 34.9K -6.7K (-16.0%) 1.50M -486.3K (-24.4%) 0.15% -0.028 pp 0.00% 0.000 pp USD46.52 -7.2% 51 qtrs
59 LEGATO CAPITAL MANAGEMENT LLC 34.5K +24.1K (+230.7%) 1.49M +1.0M (+236.1%) 0.14% +0.100 pp 0.13% +0.080 pp USD43.38 -0.5% 13 qtrs
60 RUSSELL INVESTMENTS GROUP, LTD. 32.6K +10.0K (+44.2%) 1.41M +446.5K (+46.5%) 0.14% +0.042 pp 0.00% +0.000 pp USD45.54 -5.2% 37 qtrs
61 NORGES BANK 29.0K +29.0K (+100.0%) 1.25M +1.3M (+100.0%) 0.12% +0.121 pp 0.00% +0.000 pp USD43.17 +0.0% 1 qtrs NEW
62 BANK OF AMERICA CORP /DE/ 27.6K -41.5K (-60.1%) 1.19M -1.7M (-59.5%) 0.11% -0.173 pp 0.00% 0.000 pp USD43.77 -1.4% 52 qtrs
63 QRG CAPITAL MANAGEMENT, INC. 27.1K -587.0 (-2.1%) 1.17M -6.2K (-0.5%) 0.11% -0.002 pp 0.01% -0.001 pp USD43.60 -1.0% 10 qtrs
64 CAXTON ASSOCIATES LLP 26.4K -8.1K (-23.4%) 1.14M -324.7K (-22.2%) 0.11% -0.034 pp 0.02% -0.012 pp USD42.48 +1.6% 2 qtrs
65 ALLIANCEBERNSTEIN L.P. 25.9K -33.9K (-56.7%) 1.12M -1.4M (-56.0%) 0.11% -0.141 pp 0.00% 0.000 pp USD44.46 -2.9% 61 qtrs
66 WESBANCO BANK INC 25.6K +— (+0.0%) 1.11M +17.7K (+1.6%) 0.11% +0.000 pp 0.03% +0.000 pp USD44.77 -3.6% 8 qtrs
67 WELLS FARGO & COMPANY/MN 25.2K +6.6K (+35.2%) 1.09M +295.7K (+37.4%) 0.10% +0.027 pp 0.00% +0.000 pp USD43.18 0.0% 57 qtrs
68 DEUTSCHE BANK AG\ 24.1K +302.0 (+1.3%) 1.04M +29.4K (+2.9%) 0.10% +0.001 pp 0.00% +0.000 pp USD47.44 -9.0% 50 qtrs
69 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 22.9K +4.7K (+26.1%) 986.9K +216.9K (+28.2%) 0.10% +0.020 pp 0.00% +0.001 pp USD40.73 +6.0% 51 qtrs
70 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 22.8K -126.0 (-0.6%) 983.5K +10.4K (+1.1%) 0.09% -0.001 pp 0.00% +0.000 pp USD26.19 +64.8% 52 qtrs
71 KLP KAPITALFORVALTNING AS 21.5K +500.0 (+2.4%) 928.2K +36.1K (+4.0%) 0.09% +0.002 pp 0.00% +0.000 pp USD51.04 -15.4% 5 qtrs
72 PRUDENTIAL FINANCIAL INC 21.2K -2.7K (-11.5%) 914.8K -102.1K (-10.0%) 0.09% -0.011 pp 0.00% 0.000 pp USD38.08 +13.4% 70 qtrs
73 GREAT WEST LIFE ASSURANCE CO /CAN/ 20.5K +— (+0.0%) 884.0K +27.0K (+3.2%) 0.09% +0.000 pp 0.00% +0.000 pp USD41.19 +4.8% 49 qtrs
74 QUEST PARTNERS LLC 20.0K -4.4K (-18.0%) 863.6K -173.0K (-16.7%) 0.08% -0.018 pp 0.05% -0.019 pp USD47.94 -9.9% 9 qtrs
75 DARK FOREST CAPITAL MANAGEMENT LP 18.1K +18.1K (+100.0%) 780.5K +780.5K (+100.0%) 0.08% +0.075 pp 0.04% +0.036 pp USD43.17 +0.0% 1 qtrs NEW
76 THRIVENT FINANCIAL FOR LUTHERANS 15.4K -1.5K (-8.9%) 667.0K -54.0K (-7.5%) 0.06% -0.006 pp 0.00% 0.000 pp USD37.43 +15.3% 67 qtrs
77 CITIGROUP INC 15.2K -23.3K (-60.5%) 655.1K -978.0K (-59.9%) 0.06% -0.097 pp 0.00% 0.000 pp USD44.18 -2.3% 55 qtrs
78 CWM, LLC 14.9K -3.6K (-19.6%) 641.0K -144.0K (-18.3%) 0.06% -0.015 pp 0.00% -0.001 pp USD37.42 +15.4% 16 qtrs
79 MARTINGALE ASSET MANAGEMENT L P 14.5K -15.0K (-50.8%) 626.4K -627.7K (-50.1%) 0.06% -0.063 pp 0.02% -0.016 pp USD39.15 +10.3% 45 qtrs
80 JANE STREET GROUP, LLC 14.2K -84.4K (-85.6%) 615.0K -3.6M (-85.3%) 0.06% -0.352 pp 0.00% -0.001 pp USD48.21 -10.5% 16 qtrs
81 PATHSTONE HOLDINGS, LLC 13.2K -999.0 (-7.0%) 569.0K -33.3K (-5.5%) 0.05% -0.004 pp 0.00% 0.000 pp USD39.45 +9.4% 9 qtrs
82 QUANTINNO CAPITAL MANAGEMENT LP 13.1K +2.5K (+23.7%) 563.9K +115.2K (+25.7%) 0.05% +0.010 pp 0.00% 0.000 pp USD42.61 +1.3% 4 qtrs
83 ILLINOIS MUNICIPAL RETIREMENT FUND 12.8K -482.0 (-3.6%) 553.1K -11.6K (-2.1%) 0.05% -0.002 pp 0.01% 0.000 pp USD40.39 +6.9% 10 qtrs
84 METLIFE INVESTMENT MANAGEMENT, LLC 12.8K -1.7K (-11.8%) 550.8K -63.7K (-10.4%) 0.05% -0.007 pp 0.00% 0.000 pp USD42.04 +2.7% 33 qtrs
85 PRICE T ROWE ASSOCIATES INC /MD/ 12.6K -624.0 (-4.7%) 545.0K -18.0K (-3.2%) 0.05% -0.003 pp 0.00% +0.000 pp USD44.62 -3.2% 13 qtrs
86 STATE OF ALASKA, DEPARTMENT OF REVENUE 12.5K -387.0 (-3.0%) 537.0K -8.0K (-1.5%) 0.05% -0.002 pp 0.01% +0.000 pp USD42.39 +1.8% 37 qtrs
87 WEISS ASSET MANAGEMENT LP 12.0K +12.0K (+100.0%) 519.6K +519.6K (+100.0%) 0.05% +0.050 pp 0.01% +0.007 pp USD43.17 +0.0% 1 qtrs NEW
88 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 12.0K -2.2K (-15.8%) 516.0K -87.0K (-14.4%) 0.05% -0.009 pp 0.00% 0.000 pp USD26.07 +65.6% 51 qtrs
89 SQUAREPOINT OPS LLC 11.4K +11.4K (+100.0%) 491.9K +491.9K (+100.0%) 0.05% +0.048 pp 0.00% +0.001 pp USD43.17 +0.0% 4 qtrs
90 WEALTHSPIRE ADVISORS, LLC 11.3K +49.0 (+0.4%) 488.6K +9.9K (+2.1%) 0.05% +0.000 pp 0.00% +0.001 pp USD39.55 +9.2% 9 qtrs
91 ENVESTNET PORTFOLIO SOLUTIONS, INC. 11.3K +3.0K (+36.6%) 487.7K +136.3K (+38.8%) 0.05% +0.013 pp 0.00% +0.000 pp USD46.10 -6.4% 3 qtrs
92 INSPIRE INVESTING, LLC 10.8K +152.0 (+1.4%) 467.5K +13.9K (+3.1%) 0.05% +0.001 pp 0.04% -0.002 pp USD41.63 +3.7% 21 qtrs
93 SEI INVESTMENTS CO 10.8K +145.0 (+1.4%) 464.8K +13.6K (+3.0%) 0.04% +0.001 pp 0.00% +0.000 pp USD41.67 +3.6% 28 qtrs
94 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 10.4K -797.0 (-7.1%) 449.8K -26.7K (-5.6%) 0.04% -0.003 pp 0.00% 0.000 pp USD43.68 -1.2% 7 qtrs
95 LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM 10.3K -500.0 (-4.6%) 444.7K -14.1K (-3.1%) 0.04% -0.002 pp 0.01% 0.000 pp USD32.73 +31.9% 49 qtrs
96 PETERSON WEALTH MANAGEMENT 10.3K +82.0 (+0.8%) 442.9K +10.6K (+2.4%) 0.04% +0.000 pp 0.33% +0.030 pp USD30.67 +40.8% 22 qtrs
97 HIGHTOWER ADVISORS, LLC 9.8K -3.7K (-27.1%) 424.6K -148.5K (-25.9%) 0.04% -0.015 pp 0.00% 0.000 pp USD43.46 -0.7% 13 qtrs
98 MANUFACTURERS LIFE INSURANCE COMPANY, THE 9.7K -1.3K (-11.8%) 418.6K -48.6K (-10.4%) 0.04% -0.005 pp 0.00% +0.000 pp USD33.08 +30.5% 51 qtrs
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 9.5K +2.0K (+26.7%) 410.1K +91.5K (+28.7%) 0.04% +0.008 pp 0.00% +0.000 pp USD46.34 -6.8% 3 qtrs
100 MML INVESTORS SERVICES, LLC 9.4K +487.0 (+5.5%) 406.6K +27.2K (+7.2%) 0.04% +0.002 pp 0.00% +0.000 pp USD46.50 -7.2% 8 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 138 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ETC 6 Meridian Small Cap Equity ETF SIXS 1.25% 1.32M 0.52%
2 ProShares - Russell 2000 Dividend Growers ETF SMDV 1.05% 7.26M 0.40%
3 Invesco S&P SmallCap Low Volatility ETF XSLV 0.95% 2.32M 0.25%
4 Hartford Multifactor Small Cap ETF ROSC 0.60% 368.4K 0.34%
5 First Trust Horizon Managed Volatility Small/Mid ETF HSMV 0.54% 188.0K 0.80%
6 ETC 6 Meridian Low Beta Equity ETF SIXL 0.51% 945.2K 0.47%
7 Invesco S&P SmallCap 600 Pure Value ETF RZV 0.48% 1.36M 0.35%
8 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.37% 932.0K 0.12%
9 Amplify Etho Climate Leadership U.S. ETF ETHO 0.36% 675.0K 0.45%
10 Zacks Small/Mid Cap ETF SMIZ 0.23% 347.7K 0.56%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.92
Neutral
Ratio by volume
2.30
Bullish
Buys
11
Sells
12
Shares acquired
36.5K
Shares disposed
15.9K
Cash buys
1.00
Cash sales
Net activity
+20,665
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-18 de Figueiredo Joao M Director A-Award A Dividend Equivalent Rights 17 0.00 48 D
2026-03-18 Sorenson Steven P Director A-Award A Dividend Equivalent Rights 21 0.00 61 D
2026-03-18 Smith Ann Marie Officer F-InKind D Common Stock, par value $0.01 484 39.04 18.9K 8,220 D
2026-03-18 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 58 0.00 351 D
2026-03-18 Pedraja Michael Officer F-InKind D Common Stock, par value $0.01 314 39.04 12.3K 25,316 D
2026-03-18 Ozuna Christina M. Officer F-InKind D Common Stock, par value $0.01 319 39.04 12.5K 14,689 D
2026-03-18 Mutschink John M. Officer F-InKind D Common Stock, par value $0.01 635 39.04 24.8K 26,288 D
2026-03-18 McColgan Michael J Director A-Award A Dividend Equivalent Rights 100 0.00 2,009 D
2026-03-18 Kage Kelley F. Officer F-InKind D Common Stock, par value $0.01 179 39.04 7.0K 6,706 D
2026-03-18 Champlin Christopher Craig Officer F-InKind D Common Stock, par value $0.01 306 39.04 11.9K 6,644 D
2026-03-18 Antonello Katherine H. Director / Officer F-InKind D Common Stock, par value $0.01 5,258 39.04 205.3K 154,987 D
2026-03-09 Pollak Matthew Robert Officer A-Award A Common Stock, par value $0.01 2,040 0.00 4,166 D
2026-02-24 Pedraja Michael Officer P-Purchase A Common Stock, par value $0.01 2,000 39.73 79.5K 19,830 D
2026-02-23 Smith Ann Marie Officer A-Award A Common Stock, par value $0.01 2,889 0.00 11,241 D
2026-02-23 Ozuna Christina M. Officer A-Award A Common Stock, par value $0.01 1,599 0.00 17,083 D
2026-02-23 Mutschink John M. Officer A-Award A Common Stock, par value $0.01 4,179 0.00 23,968 D
2026-02-23 Champlin Christopher Craig Officer A-Award A Common Stock, par value $0.01 516 0.00 4,203 D
2026-02-23 Antonello Katherine H. Officer A-Award A Common Stock, par value $0.01 23,099 0.00 146,033 D
2025-12-08 Champlin Christopher Craig Officer Common Stock, par value $0.01 0 0.00 3,687 D
2025-11-26 de Figueiredo Joao M Director A-Award A Dividend Equivalent Rights 16 0.00 31 D
2025-11-26 Sorenson Steven P Director A-Award A Dividend Equivalent Rights 21 0.00 40 D
2025-11-26 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 57 0.00 293 D
2025-11-26 McColgan Michael J Director A-Award A Dividend Equivalent Rights 98 0.00 1,909 D
2025-11-04 Pedraja Michael Officer P-Purchase A Common Stock, par value $0.01 5,500 37.09 204.0K 17,830 D
2025-08-27 de Figueiredo Joao M Director A-Award A Dividend Equivalent Rights 15 0.00 15 D
2025-08-27 Sorenson Steven P Director A-Award A Dividend Equivalent Rights 19 0.00 19 D
2025-08-27 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 51 0.00 236 D
2025-08-27 McColgan Michael J Director A-Award A Dividend Equivalent Rights 89 0.00 1,811 D
2025-08-08 Pollak Matthew Robert Officer Common Stock, par value $0.01 0 0.00 2,126 D
2025-08-05 Pedraja Michael Officer P-Purchase A Common Stock, par value $0.01 5,000 40.04 200.2K 12,330 D
2025-05-28 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 32 0.00 185 D
2025-05-28 McColgan Michael J Director A-Award A Dividend Equivalent Rights 79 0.00 1,722 D
2025-05-27 Mutschink John M. Officer S-Sale D Common Stock, par value $0.01 2,000 49.12 98.2K 19,789 D
2025-05-22 de Figueiredo Joao M Director A-Award A Common Stock, par value $0.01 1,964 0.00 15,079 D
2025-05-22 Sorenson Steven P Director A-Award A Common Stock, par value $0.01 1,964 0.00 4,547 D
2025-05-22 Pestcoe Marvin Director A-Award A Common Stock, par value $0.01 2,403 0.00 2,403 D
2025-05-22 Perez-Tenessa Alejandro Director A-Award A Common Stock, par value $0.01 1,964 0.00 8,795 D
2025-05-22 McColgan Michael J Director A-Award A Common Stock, par value $0.01 1,964 0.00 16,760 D
2025-05-22 MOCKARD JEANNE L Director A-Award A Common Stock, par value $0.01 1,964 0.00 16,638 D
2025-05-22 Higgins Barbara A Director A-Award A Common Stock, par value $0.01 1,964 0.00 15,877 D
2025-05-06 Pedraja Michael Officer P-Purchase A Common Stock, par value $0.01 3,050 48.59 148.2K 7,330 D
2025-03-19 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 29 0.00 153 D
2025-03-19 McColgan Michael J Director A-Award A Dividend Equivalent Rights 71 0.00 1,643 D
2025-03-17 Smith Ann Marie Officer F-InKind D Common Stock, par value $0.01 449 50.14 22.5K 8,352 D
2025-03-17 Rynard Lindsey M. Officer F-InKind D Common Stock, par value $0.01 436 50.14 21.9K 6,817 D
2025-03-17 Paquette Michael Scott Officer F-InKind D Common Stock, par value $0.01 1,253 50.14 62.8K 22,908 D
2025-03-17 Ozuna Christina M. Officer F-InKind D Common Stock, par value $0.01 305 50.14 15.3K 15,484 D
2025-03-17 Mutschink John M. Officer F-InKind D Common Stock, par value $0.01 628 50.14 31.5K 21,789 D
2025-03-17 Kage Kelley F. Officer F-InKind D Common Stock, par value $0.01 75 50.14 3.8K 2,745 D
2025-03-17 Brown Lori A. Officer F-InKind D Common Stock, par value $0.01 840 50.14 42.1K 10,800 D
2025-03-17 Antonello Katherine H. Officer F-InKind D Common Stock, par value $0.01 4,698 50.14 235.6K 122,934 D
2025-03-03 Pestcoe Marvin Director Common Stock, par value $0.01 0 0.00 0 D
2025-03-03 KRONER JAMES R Director S-Sale D Common Stock, par value $0.01 1,000 52.00 52.0K 22,458 I
2025-02-28 Smith Ann Marie Officer S-Sale D Common Stock, par value $0.01 1,385 51.24 71.0K 8,801 D
2025-02-28 KRONER JAMES R Director S-Sale D Common Stock, par value $0.01 1,000 51.50 51.5K 23,458 I
2025-02-26 KRONER JAMES R Director S-Sale D Common Stock, par value $0.01 1,000 50.50 50.5K 24,458 I
2025-02-25 KRONER JAMES R Director S-Sale D Common Stock, par value $0.01 2,000 50.90 101.8K 25,458 I
2025-02-24 Smith Ann Marie Officer A-Award A Common Stock, par value $0.01 2,060 0.00 10,186 D
2025-02-24 Rynard Lindsey M. Officer A-Award A Common Stock, par value $0.01 1,720 0.00 7,253 D
2025-02-24 Pedraja Michael Officer A-Award A Common Stock, par value $0.01 4,280 0.00 4,280 D
2025-02-24 Ozuna Christina M. Officer A-Award A Common Stock, par value $0.01 1,420 0.00 15,789 D
2025-02-24 Mutschink John M. Officer A-Award A Common Stock, par value $0.01 2,420 0.00 22,417 D
2025-02-24 Kage Kelley F. Officer A-Award A Common Stock, par value $0.01 1,600 0.00 2,820 D
2025-02-24 Brown Lori A. Officer A-Award A Common Stock, par value $0.01 3,040 0.00 14,282 D
2025-02-24 Antonello Katherine H. Officer A-Award A Common Stock, par value $0.01 14,300 0.00 127,632 D
2025-02-03 Pedraja Michael Officer Common Stock, par value $0.01 0 0.00 0 D
2025-01-28 Smith Ann Marie Officer F-InKind D Common Stock, par value $0.01 585 49.71 29.1K 8,126 D
2025-01-28 Rynard Lindsey M. Officer F-InKind D Common Stock, par value $0.01 180 49.71 8.9K 5,533 D
2025-01-28 Paquette Michael Scott Officer F-InKind D Common Stock, par value $0.01 1,528 49.71 76.0K 24,161 D
2025-01-28 Ozuna Christina M. Officer F-InKind D Common Stock, par value $0.01 116 49.71 5.8K 14,369 D
2025-01-28 Mutschink John M. Officer A-Award A Common Stock, par value $0.01 2,950 0.00 20,872 D
2025-01-28 Brown Lori A. Officer F-InKind D Common Stock, par value $0.01 1,051 49.71 52.2K 11,242 D
2025-01-28 Antonello Katherine H. Officer F-InKind D Common Stock, par value $0.01 2,756 49.71 137.0K 113,332 D
2024-11-27 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 27 0.00 124 D
2024-11-27 McSally Michael J Director A-Award A Dividend Equivalent Rights 81 0.00 3,101 D
2024-11-27 McColgan Michael J Director A-Award A Dividend Equivalent Rights 66 0.00 1,572 D
2024-11-14 Ozuna Christina M. Officer S-Sale D Common Stock, par value $0.01 1,000 53.07 53.1K 14,096 D
2024-08-28 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 30 0.00 97
2024-08-28 McSally Michael J Director A-Award A Dividend Equivalent Rights 91 0.00 3,020
2024-08-28 McColgan Michael J Director A-Award A Dividend Equivalent Rights 74 0.00 1,506
2024-05-31 Smith Ann Marie Officer S-Sale D Common Stock, par value $0.01 1,764 41.26 72.8K 6,741
2024-05-23 de Figueiredo Joao M Director A-Award A Common Stock, par value $0.01 2,067 0.00 13,115
2024-05-23 Sorenson Steven P Director A-Award A Common Stock, par value $0.01 2,583 0.00 2,583
2024-05-23 Perez-Tenessa Alejandro Director A-Award A Common Stock, par value $0.01 2,067 0.00 6,831
2024-05-23 McSally Michael J Director A-Award A Common Stock, par value $0.01 2,067 0.00 23,658
2024-05-23 McColgan Michael J Director A-Award A Common Stock, par value $0.01 2,067 0.00 14,796
2024-05-23 MOCKARD JEANNE L Director A-Award A Common Stock, par value $0.01 2,067 0.00 14,674
2024-05-23 KRONER JAMES R Director A-Award A Common Stock, par value $0.01 2,067 0.00 4,400
2024-05-23 Higgins Barbara A Director A-Award A Common Stock, par value $0.01 2,067 0.00 13,913
2024-05-22 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 17 0.00 67
2024-05-22 McSally Michael J Director A-Award A Dividend Equivalent Rights 103 0.00 2,929
2024-05-22 McColgan Michael J Director A-Award A Dividend Equivalent Rights 84 0.00 1,432
2024-05-22 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 73 0.00 1,179
2024-03-15 Smith Ann Marie Officer F-InKind D Common Stock, par value $0.01 311 44.36 13.8K 8,505
2024-03-15 Rynard Lindsey M. Officer F-InKind D Common Stock, par value $0.01 351 44.36 15.6K 5,206
2024-03-15 Paquette Michael Scott Officer F-InKind D Common Stock, par value $0.01 1,942 44.36 86.1K 34,035
2024-03-15 Ozuna Christina M. Officer F-InKind D Common Stock, par value $0.01 283 44.36 12.6K 15,096
2024-03-15 Mutschink John M. Officer F-InKind D Common Stock, par value $0.01 541 44.36 24.0K 17,922
2024-03-15 Brown Lori A. Officer F-InKind D Common Stock, par value $0.01 778 44.36 34.5K 11,007
2024-03-15 Antonello Katherine H. Officer F-InKind D Common Stock, par value $0.01 3,628 44.36 160.9K 105,256
2024-03-13 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 15 0.00 50
2024-03-13 McSally Michael J Director A-Award A Dividend Equivalent Rights 90 0.00 2,826
2024-03-13 McColgan Michael J Director A-Award A Dividend Equivalent Rights 74 0.00 1,348
2024-03-13 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 64 0.00 1,106
2024-03-01 Sorenson Steven P Director D Common Stock, par value $0.01 0 0.00 0
2024-02-26 Smith Ann Marie Officer A-Award A Common Stock, par value $0.01 2,260 0.00 8,816
2024-02-26 Rynard Lindsey M. Officer A-Award A Common Stock, par value $0.01 1,840 0.00 5,557
2024-02-26 Paquette Michael Scott Officer A-Award A Common Stock, par value $0.01 4,920 0.00 35,977
2024-02-26 Ozuna Christina M. Officer A-Award A Common Stock, par value $0.01 1,440 0.00 15,379
2024-02-26 Mutschink John M. Officer A-Award A Common Stock, par value $0.01 2,660 0.00 18,463
2024-02-26 Kage Kelley F. Officer A-Award A Common Stock, par value $0.01 1,220 0.00 1,220
2024-02-26 Brown Lori A. Officer A-Award A Common Stock, par value $0.01 3,480 0.00 11,785
2024-02-26 Antonello Katherine H. Officer A-Award A Common Stock, par value $0.01 14,800 0.00 108,884
2024-02-14 Smith Ann Marie Officer D Common Stock, par value $0.01 0 0.00 6,556
2024-02-14 Rynard Lindsey M. Officer D Common Stock, par value $0.01 0 0.00 3,717
2024-02-14 Ozuna Christina M. Officer D Common Stock, par value $0.01 0 0.00 13,939
2024-02-14 Kage Kelley F. Officer D Common Stock, par value $0.01 0 0.00 0
2024-01-30 Paquette Michael Scott Officer A-Award A Common Stock, par value $0.01 14,776 0.00 34,811
2024-01-30 Mutschink John M. Officer F-InKind D Common Stock, par value $0.01 1,641 41.83 68.6K 15,803
2024-01-30 Brown Lori A. Officer F-InKind D Common Stock, par value $0.01 2,393 41.83 100.1K 15,048
2024-01-30 Antonello Katherine H. Officer F-InKind D Common Stock, par value $0.01 5,624 41.83 235.3K 94,084
2023-11-22 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 18 0.00 35
2023-11-22 McSally Michael J Director A-Award A Dividend Equivalent Rights 104 0.00 2,736
2023-11-22 McColgan Michael J Director A-Award A Dividend Equivalent Rights 85 0.00 1,274
2023-11-22 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 74 0.00 1,042
2023-08-23 Perez-Tenessa Alejandro Director A-Award A Dividend Equivalent Rights 17 0.00 17
2023-08-23 McSally Michael J Director A-Award A Dividend Equivalent Rights 102 0.00 2,632
2023-08-23 McColgan Michael J Director A-Award A Dividend Equivalent Rights 83 0.00 1,189
2023-08-23 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 72 0.00 968
2023-06-01 Antonello Katherine H. Officer P-Purchase A Common Stock, par value $0.01 6,880 36.46 250.8K 77,177
2023-05-25 de Figueiredo Joao M Director A-Award A Common Stock, par value $0.01 2,333 0.00 11,048
2023-05-25 Perez-Tenessa Alejandro Director A-Award A Common Stock, par value $0.01 2,333 0.00 4,764
2023-05-25 McSally Michael J Director A-Award A Common Stock, par value $0.01 2,333 0.00 21,591
2023-05-25 McColgan Michael J Director A-Award A Common Stock, par value $0.01 2,333 0.00 12,729
2023-05-25 MOCKARD JEANNE L Director A-Award A Common Stock, par value $0.01 2,333 0.00 12,607
2023-05-25 KRONER JAMES R Director A-Award A Common Stock, par value $0.01 2,333 0.00 6,026
2023-05-25 Higgins Barbara A Director A-Award A Common Stock, par value $0.01 2,333 0.00 11,846
2023-05-25 Dhore Prasanna Director A-Award A Common Stock, par value $0.01 2,333 0.00 16,391
2023-05-24 McSally Michael J Director A-Award A Dividend Equivalent Rights 106 0.00 2,530
2023-05-24 McColgan Michael J Director A-Award A Dividend Equivalent Rights 71 0.00 1,106
2023-05-24 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 332 0.00 8,977
2023-05-24 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 60 0.00 896
2023-03-15 Shaw Jeffrey C Officer F-InKind D Common Stock, par value $0.01 1,010 41.14 41.6K 30,912
2023-03-15 Paquette Michael Scott Officer A-Award A Common Stock, par value $0.01 4,820 0.00 78,474
2023-03-15 Mutschink John M. Officer F-InKind D Common Stock, par value $0.01 381 41.14 15.7K 8,791
2023-03-15 McSally Michael J Director A-Award A Dividend Equivalent Rights 88 0.00 2,424
2023-03-15 McColgan Michael J Director A-Award A Dividend Equivalent Rights 59 0.00 1,035
2023-03-15 Laws Christopher Officer F-InKind D Common Stock, par value $0.01 326 41.14 13.4K 4,866
2023-03-15 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 274 0.00 8,645
2023-03-15 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 50 0.00 836
2023-03-15 Brown Lori A. Officer F-InKind D Common Stock, par value $0.01 718 41.14 29.5K 7,107
2023-03-15 Antonello Katherine H. Officer F-InKind D Common Stock, par value $0.01 2,205 41.14 90.7K 55,837
2023-01-26 Shaw Jeffrey C Officer F-InKind D Common Stock, par value $0.01 2,141 43.27 92.6K 31,922
2023-01-26 Paquette Michael Scott Officer A-Award A Common Stock, par value $0.01 13,604 0.00 78,972
2023-01-26 Mutschink John M. Officer F-InKind D Common Stock, par value $0.01 1,148 43.27 49.7K 9,172
2023-01-26 Brown Lori A. Officer F-InKind D Common Stock, par value $0.01 2,140 43.27 92.6K 13,847
2023-01-26 Antonello Katherine H. Officer F-InKind D Common Stock, par value $0.01 3,306 43.27 143.1K 58,042
2022-12-20 McSally Michael J Director A-Award A Dividend Equivalent Rights 389 0.00 2,336
2022-12-20 McColgan Michael J Director A-Award A Dividend Equivalent Rights 261 0.00 976
2022-12-20 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 1,217 0.00 8,371
2022-12-20 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 221 0.00 786
2022-11-23 McSally Michael J Director A-Award A Dividend Equivalent Rights 77 0.00 1,947
2022-11-23 McColgan Michael J Director A-Award A Dividend Equivalent Rights 51 0.00 715
2022-11-23 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 241 0.00 7,154
2022-11-23 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 43 0.00 565
2022-08-24 McSally Michael J Director A-Award A Dividend Equivalent Rights 87 0.00 1,870
2022-08-24 McColgan Michael J Director A-Award A Dividend Equivalent Rights 58 0.00 664
2022-08-24 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 271 0.00 6,913
2022-08-24 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 49 0.00 522
2022-08-02 Antonello Katherine H. Officer P-Purchase A Common Stock, par value $0.01 13,000 37.81 491.5K 48,281
2022-06-15 McSally Michael J Director A-Award A Dividend Equivalent Rights 329 0.00 1,783
2022-06-15 McColgan Michael J Director A-Award A Dividend Equivalent Rights 221 0.00 606
2022-06-15 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 1,027 0.00 6,642
2022-06-15 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 187 0.00 473
2022-05-26 de Figueiredo Joao M Director A-Award A Common Stock, par value $0.01 2,016 0.00 8,715
2022-05-26 Perez-Tenessa Alejandro Director A-Award A Common Stock, par value $0.01 2,431 0.00 2,431
2022-05-26 McColgan Michael J Director A-Award A Common Stock, par value $0.01 2,016 0.00 10,396
2022-05-26 MOCKARD JEANNE L Director A-Award A Common Stock, par value $0.01 2,016 0.00 10,274
2022-05-26 KRONER JAMES R Director A-Award A Common Stock, par value $0.01 2,016 0.00 3,693
2022-05-26 Higgins Barbara A Director A-Award A Common Stock, par value $0.01 2,016 0.00 9,513
2022-05-25 McSally Michael J Director A-Award A Dividend Equivalent Rights 80 0.00 1,454
2022-05-25 McColgan Michael J Director A-Award A Dividend Equivalent Rights 43 0.00 385
2022-05-25 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 242 0.00 5,615
2022-05-25 Dhore Prasanna Director A-Award A Common Stock, par value $0.01 2,016 0.00 14,058
2022-05-25 Blakey Richard W Director A-Award A Dividend Equivalent Rights 23 0.00 762
2022-03-15 Shaw Jeffrey C Officer A-Award A Common Stock, par value $0.01 5,760 0.00 25,901
2022-03-15 Paquette Michael Scott Officer F-InKind D Common Stock, par value $0.01 1,777 40.54 72.0K 60,208
2022-03-15 Mutschink John M. Officer F-InKind D Common Stock, par value $0.01 216 40.54 8.8K 3,539
2022-03-15 McSally Michael J Director A-Award A Dividend Equivalent Rights 79 0.00 1,374
2022-03-15 McColgan Michael J Director A-Award A Dividend Equivalent Rights 43 0.00 342
2022-03-15 Laws Christopher Officer F-InKind D Common Stock, par value $0.01 148 40.54 6.0K 2,272
2022-03-15 Glenn Valerie R Director A-Award A Dividend Equivalent Rights 237 0.00 5,373
2022-03-15 Dhore Prasanna Director A-Award A Dividend Equivalent Rights 34 0.00 251
2022-03-15 Brown Lori A. Officer A-Award A Common Stock, par value $0.01 3,360 0.00 16,295
2022-03-15 Blakey Richard W Director A-Award A Dividend Equivalent Rights 22 0.00 739
2022-03-15 Antonello Katherine H. Officer F-InKind D Common Stock, par value $0.01 1,233 40.54 50.0K 25,401
2022-03-02 Perez-Tenessa Alejandro Director D Common Stock, par value $0.01 0 0.00 0
2022-01-19 Shaw Jeffrey C Officer F-InKind D Common Stock, par value $0.01 2,369 39.46 93.5K 20,869
2022-01-19 Paquette Michael Scott Officer F-InKind D Common Stock, par value $0.01 3,831 39.46 151.2K 61,985
2022-01-19 Brown Lori A. Officer A-Award A Common Stock, par value $0.01 9,040 0.00 15,885

Executive team

Top executives
EBIT / Employee
17.5K
Shares Outstanding
22.13M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Katherine H. Antonello, President and Chief Executive Officer 881.0K 2.01M 242.0K 126.3K 3.26M 61.70%
2 2025 Michael A. Pedraja, Executive Vice President, Chief Financial Officer 496.2K 530.0K 1.80M 86.5K 18.1K 2.93M 61.46%
3 2025 Lori A. Brown, Former Executive Vice President, Chief Legal Officer 417.5K 427.2K 62.0K 52.9K 959.5K 44.52%
4 2025 John M. Mutschink, Executive Vice President, Chief Administrative Officer 388.3K 341.4K 58.5K 41.7K 829.9K 41.14%
5 2025 Ann Marie Smith, Senior Vice President, Chief Actuarial and Underwriting Officer 367.6K 291.0K 55.0K 35.4K 749.1K 38.85%
6 2025 Michael S. Paquette, Former Executive Vice President, Chief Financial Officer 243.6K 69.1K 312.7K 0.00%
7 2024 Katherine H. Antonello, President and Chief Executive Officer 796.6K 1.96M 800.0K 193.8K 3.75M 52.21%
8 2024 Katherine H. Antonello President and Chief Executive Officer 796.6K 1.96M 800.0K 193.8K 3.75M 52.21%
9 2024 Michael S. Paquette, Former Executive Vice President, Chief Financial Officer 540.7K 650.9K 190.0K 133.7K 1.52M 42.96%
10 2024 Michael S. Paquette Former Executive Vice President, Chief Financial Officer 540.7K 650.9K 190.0K 133.7K 1.52M 42.96%
11 2024 Lori A. Brown, Former Executive Vice President, Chief Legal Officer 397.3K 460.8K 206.0K 95.2K 1.16M 39.75%
12 2024 Lori A. Brown Executive Vice President, Chief Legal Officer 397.3K 460.8K 206.0K 95.2K 1.16M 39.75%
13 2024 John M. Mutschink, Executive Vice President, Chief Administrative Officer 370.4K 352.3K 184.0K 73.0K 979.7K 35.96%
14 2024 John M. Mutschink Executive Vice President, Chief Administrative Officer 370.4K 352.3K 184.0K 73.0K 979.7K 35.96%
15 2024 Ann Marie Smith, Senior Vice President, Chief Actuarial and Underwriting Officer 338.6K 298.6K 162.0K 46.2K 845.4K 35.31%
16 2023 Katherine H. Antonello, President and Chief Executive Officer 702.3K 1.70M 1.19M 131.4K 3.73M 45.61%
17 2023 Katherine H. Antonello President and Chief Executive Officer 702.3K 1.70M 1.19M 131.4K 3.73M 45.61%
18 2023 Michael S. Paquette Executive Vice President, Chief Financial Officer 527.8K 566.9K 564.2K 136.7K 1.80M 31.57%
19 2023 Michael S. Paquette Former Executive Vice President, Chief Financial Officer 527.8K 566.9K 564.2K 136.7K 1.80M 31.57%
20 2023 Michael S. Paquette, Former Executive Vice President, Chief Financial Officer 527.8K 566.9K 564.2K 136.7K 1.80M 31.57%
21 2023 Lori A. Brown, Former Executive Vice President, Chief Legal Officer 386.4K 401.5K 316.5K 89.2K 1.19M 33.64%
22 2023 Lori A. Brown Executive Vice President, Chief Legal Officer 386.4K 401.5K 316.5K 89.2K 1.19M 33.64%
23 2023 Jeffrey C. Shaw Former Executive Vice President, Chief Information Officer 264.8K 401.5K 58.0K 415.8K 1.14M 35.22%
24 2023 John M. Mutschink, Executive Vice President, Chief Administrative Officer 361.8K 307.7K 306.9K 57.9K 1.03M 29.75%
25 2023 John M. Mutschink Executive Vice President, Chief Administrative Officer 361.8K 307.7K 306.9K 57.9K 1.03M 29.75%
26 2022 Katherine H. Antonello President and Chief Executive Officer 672.0K 594.1K 1.15M 107.6K 2.52M 23.59%
27 2022 Michael S. Paquette Former Executive Vice President, Chief Financial Officer 521.6K 310.4K 546.0K 105.5K 1.48M 20.92%
28 2022 Michael S. Paquette Executive Vice President, Chief Financial Officer 521.6K 310.4K 546.0K 105.5K 1.48M 20.92%
29 2022 Jeffrey C. Shaw Executive Vice President, Chief Information Officer 362.2K 308.1K 262.8K 68.5K 1.00M 30.76%
30 2022 Jeffrey C. Shaw Former Executive Vice President, Chief Information Officer 362.2K 308.1K 262.8K 68.5K 1.00M 30.76%
31 2022 Lori A. Brown Executive Vice President, Chief Legal Officer 371.2K 202.2K 346.0K 69.0K 988.4K 20.46%
32 2022 Christopher W. Laws, Executive Vice President, Chief Actuary 351.1K 31.3K 175.5K 244.1K 39.6K 841.5K 20.86%
33 2021 Katherine H. Antonello President and Chief Executive Officer 600.3K 922.7K 910.0K 137.7K 2.57M 35.89%
34 2021 Douglas D. Dirks Former President and Chief Executive Officer 442.0K 1.18M 265.4K 423.9K 2.32M 51.15%
35 2021 Michael S. Paquette Executive Vice President, Chief Financial Officer 510.0K 605.1K 459.6K 99.6K 1.67M 36.14%
36 2021 Jeffrey C. Shaw Executive Vice President, Chief Information Officer 346.2K 474.6K 227.7K 48.7K 1.10M 43.26%
37 2021 Jeffrey C. Shaw Former Executive Vice President, Chief Information Officer 346.2K 474.6K 227.7K 48.7K 1.10M 43.26%
38 2021 Lori A. Brown Executive Vice President, Chief Legal Officer 362.7K 374.6K 227.7K 52.6K 1.02M 36.81%
39 2021 Christopher W. Laws, Executive Vice President, Chief Actuary 303.4K 93.8K 259.8K 210.1K 76.1K 943.1K 27.54%
40 2020 Douglas D. Dirks Former President and Chief Executive Officer 1.01M 1.85M 605.1K 197.9K 3.66M 50.48%
41 2020 Douglas D. Dirks President and Chief Executive Officer 1.01M 1.85M 605.1K 197.9K 3.66M 50.48%
42 2020 Stephen V. Festa Executive Vice President, Chief Operating Officer 586.2K 792.5K 223.5K 95.0K 1.70M 46.69%
43 2020 Michael S. Paquette Executive Vice President, Chief Financial Officer 525.5K 528.6K 187.2K 258.0K 1.50M 35.26%
44 2020 Tracey L. Berg Executive Vice President, Chief Innovation Officer 507.5K 633.5K 195.6K 70.0K 1.41M 45.04%
45 2020 Katherine H. Antonello Executive Vice President, Chief Actuary 434.9K 507.0K 143.7K 74.1K 1.16M 43.72%
46 2020 Katherine H. Antonello President and Chief Executive Officer 434.9K 507.0K 143.7K 74.1K 1.16M 43.72%
47 2020 Lori A. Brown Executive Vice President, Chief Legal Officer 374.7K 317.2K 112.9K 47.2K 852.0K 37.23%
48 2019 Douglas D. Dirks Former President and Chief Executive Officer 1.18M 2.49M 1.03M 51.5K 4.76M 52.35%
49 2019 Douglas D. Dirks President and Chief Executive Officer 1.18M 2.49M 1.03M 51.5K 4.76M 52.35%
50 2019 Douglas D. Dirks President and Chief Executive Officer, EHI 1.18M 2.49M 1.03M 51.5K 4.76M 52.35%
51 2019 Stephen V. Festa Executive Vice President, Chief Operating Officer 670.0K 1.06M 354.3K 42.2K 2.13M 49.89%
52 2019 Stephen V. Festa Executive Vice President, Chief Operating Officer, EHI 670.0K 1.06M 354.3K 42.2K 2.13M 49.89%
53 2019 Tracey L. Berg Executive Vice President, Chief Innovation Officer, EHI 443.6K 733.1K 308.8K 158.1K 1.64M 44.61%
54 2019 Tracey L. Berg Executive Vice President, Chief Innovation Officer 443.6K 733.1K 308.8K 158.1K 1.64M 44.61%
55 2019 Michael S. Paquette Executive Vice President, Chief Financial Officer 490.7K 733.1K 294.0K 48.3K 1.57M 46.81%
56 2019 Michael S. Paquette Executive Vice President, Chief Financial Officer, EHI 490.7K 733.1K 294.0K 48.3K 1.57M 46.81%
57 2019 Lori A. Brown Executive Vice President, Chief Legal Officer 368.6K 439.7K 192.5K 197.4K 1.20M 36.70%
58 2019 Lori A. Brown Executive Vice President, General Counsel and Chief Legal Officer, EHI 368.6K 439.7K 192.5K 197.4K 1.20M 36.70%
59 2019 Katherine H. Antonello Executive Vice President, Chief Actuary 155.3K 60.0K 439.7K 220.0K 36.6K 911.6K 48.24%
60 2018 Douglas D. Dirks President and Chief Executive Officer, EHI 916.4K 1.91M 966.4K 54.8K 3.85M 49.61%
61 2018 Douglas D. Dirks President and Chief Executive Officer 916.4K 1.91M 966.4K 54.8K 3.85M 49.61%
62 2018 Stephen V. Festa Executive Vice President and Chief Operating Officer, EHI 529.8K 820.7K 365.9K 39.3K 1.76M 46.75%
63 2018 Stephen V. Festa Executive Vice President, Chief Operating Officer 529.8K 820.7K 365.9K 39.3K 1.76M 46.75%
64 2018 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 500.0K 566.8K 286.2K 39.2K 1.39M 40.71%
65 2018 Michael S. Paquette Executive Vice President and Chief Financial Officer, EHI 475.6K 566.8K 302.7K 42.3K 1.39M 40.86%
66 2018 Michael S. Paquette Executive Vice President, Chief Financial Officer 475.6K 566.8K 302.7K 42.3K 1.39M 40.86%
67 2018 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 389.7K 543.4K 227.8K 48.8K 1.21M 44.92%
68 2018 Tracey L. Berg Executive Vice President, Chief Innovation Officer 344.4K 462.8K 336.9K 29.8K 1.17M 39.43%
69 2017 Douglas D. Dirks President and Chief Executive Officer, EHI 886.2K 1.94M 990.0K 65.0K 3.88M 49.99%
70 2017 Stephen V. Festa Executive Vice President and Chief Operating Officer, EHI 512.3K 727.9K 340.0K 36.3K 1.62M 45.03%
71 2017 Michael S. Paquette Executive Vice President and Chief Financial Officer, EHI 451.0K 570.8K 375.0K 104.0K 1.50M 38.03%
72 2017 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 485.9K 528.0K 335.0K 35.4K 1.38M 38.14%
73 2017 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 375.9K 554.5K 280.0K 45.3K 1.26M 44.16%
74 2016 Douglas D. Dirks President and Chief Executive Officer, EHI 871.3K 2.04M 196.9K 1.47M 58.8K 4.64M 48.24%
75 2016 Stephen V. Festa Executive Vice President and Chief Operating Officer, EHI 494.4K 736.5K 77.3K 550.0K 36.0K 1.89M 42.96%
76 2016 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 469.6K 566.6K 59.4K 511.5K 37.8K 1.64M 38.06%
77 2016 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 364.6K 594.9K 62.4K 401.5K 43.9K 1.47M 44.80%
78 2016 Terry Eleftheriou Executive Vice President and Chief Financial Officer, EHI 507.9K 37.4K 545.2K 0.00%
79 2015 Douglas D. Dirks President and Chief Executive Officer, EHI 927.6K 2.01M 199.9K 1.37M 63.8K 4.57M 48.40%
80 2015 Terry Eleftheriou Executive Vice President and Chief Financial Officer, EHI 466.6K 556.6K 59.5K 495.0K 93.4K 1.67M 36.87%
81 2015 Stephen V. Festa Executive Vice President and Chief Operating Officer, EHI 488.3K 563.9K 60.3K 500.5K 36.5K 1.65M 37.84%
82 2015 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 485.7K 556.6K 59.5K 500.5K 40.3K 1.64M 37.51%
83 2015 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 354.5K 481.6K 51.9K 355.0K 46.6K 1.29M 41.37%
84 2014 Douglas D. Dirks President and Chief Executive Officer, EHI 913.8K 1.33M 247.4K 760.0K 60.1K 3.31M 47.64%
85 2014 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 449.3K 356.1K 73.9K 280.0K 38.5K 1.20M 35.90%
86 2014 Stephen V. Festa Executive Vice President and Chief Operating Officer, EHI 421.0K 325.0K 67.3K 285.0K 34.9K 1.13M 34.62%
87 2014 William E. Yocke Executive Vice President and Former Chief Financial Officer, EHI 449.3K 356.1K 73.9K 125.0K 43.9K 1.05M 41.02%
88 2014 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 376.6K 292.1K 60.6K 200.0K 46.0K 975.3K 36.17%
89 2014 Terry Eleftheriou Executive Vice President and Chief Financial Officer, EHI 57.8K 40.0K 379.2K 477.0K 0.00%
90 2013 Douglas D. Dirks President and Chief Executive Officer, EHI 808.4K 486.3K 254.8K 432.2K 65.6K 2.05M 36.20%
91 2013 William E. Yocke Executive Vice President and Former Chief Financial Officer, EHI 439.2K 100.0K 77.4K 160.6K 45.7K 822.9K 21.57%
92 2013 William E. Yocke Executive Vice President and Chief Financial Officer, EHI 439.2K 100.0K 77.4K 160.6K 45.7K 822.9K 21.57%
93 2013 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 439.2K 100.0K 77.4K 160.6K 44.3K 821.5K 21.60%
94 2013 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 334.4K 82.3K 63.4K 112.3K 44.6K 636.9K 22.86%
95 2013 Stephen V. Festa Executive Vice President and Chief Operating Officer, EHI 329.4K 42.2K 31.7K 99.5K 32.3K 535.1K 13.81%
96 2012 Douglas D. Dirks President and Chief Executive Officer, EHI 931.0K 1.78M 328.8K 1.23M 60.7K 4.33M 48.67%
97 2012 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 469.4K 489.3K 101.5K 454.8K 46.7K 1.56M 37.83%
98 2012 William E. Yocke Executive Vice President and Former Chief Financial Officer, EHI 462.1K 489.3K 101.5K 457.3K 44.4K 1.55M 38.01%
99 2012 William E. Yocke Executive Vice President and Chief Financial Officer, EHI 462.1K 489.3K 101.5K 457.3K 44.4K 1.55M 38.01%
100 2012 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 354.6K 404.2K 79.0K 315.2K 44.2K 1.20M 40.36%
101 2012 Ann W. Nelson Executive Vice President, Corporate and Public Affairs, EHI 262.3K 338.3K 67.7K 260.6K 31.5K 960.3K 42.27%
102 2011 Douglas D. Dirks President and Chief Executive Officer, EHI 783.1K 250.0K 594.3K 588.1K 57.7K 2.27M 52.01%
103 2011 Douglas D. Dirks President and Chief Executive Officer, EHI 783.1K 250.0K 594.3K 588.1K 57.7K 2.27M 52.01%
104 2011 William E. Yocke Executive Vice President and Chief 447.1K 90.0K 175.3K 173.5K 45.3K 931.2K 37.46%
105 2011 William E. Yocke Executive Vice President and Chief Financial Officer, EHI 447.1K 90.0K 175.3K 173.5K 45.3K 931.2K 37.46%
106 2011 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 435.9K 90.0K 175.3K 173.5K 45.2K 919.9K 37.92%
107 2011 Lenard T. Ormsby Executive Vice President and Chief 435.9K 90.0K 175.3K 173.5K 45.2K 919.9K 37.92%
108 2011 John P. Nelson Executive Vice President and Chief 336.5K 65.0K 147.6K 146.0K 44.7K 739.9K 39.69%
109 2011 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 336.5K 65.0K 147.6K 146.0K 44.7K 739.9K 39.69%
110 2011 Ann W. Nelson Executive Vice President, Corporate and Public Affairs, EHI 246.5K 65.0K 130.7K 129.4K 31.5K 603.1K 43.13%
111 2011 Ann W. Nelson Executive Vice President, Corporate 246.5K 65.0K 130.7K 129.4K 31.5K 603.1K 43.13%
112 2010 Douglas D. Dirks President and Chief Executive Officer, EHI 774.6K 451.6K 513.3K 56.5K 1.80M 53.73%
113 2010 Douglas D. Dirks President and Chief Executive Officer, EHI 774.6K 451.6K 513.3K 56.5K 1.80M 53.73%
114 2010 Martin J. Welch President and Chief Operating Officer, 434.1K 229.7K 261.0K 44.9K 969.6K 50.60%
115 2010 William E. Yocke Executive Vice President and Chief Financial Officer, EHI 434.2K 137.8K 156.6K 44.1K 772.7K 38.10%
116 2010 William E. Yocke Executive Vice President and Chief 434.2K 137.8K 156.6K 44.1K 772.7K 38.10%
117 2010 Lenard T. Ormsby Executive Vice President and Chief 368.0K 120.9K 137.5K 45.3K 671.7K 38.47%
118 2010 Lenard T. Ormsby Executive Vice President and Chief Legal Officer, EHI 368.0K 120.9K 137.5K 45.3K 671.7K 38.47%
119 2010 John P. Nelson Executive Vice President and Chief Administrative Officer, EHI 270.6K 120.9K 137.5K 43.0K 572.0K 45.17%
120 2010 John P. Nelson Executive Vice President and Chief 270.6K 120.9K 137.5K 43.0K 572.0K 45.17%
121 2010 Ann W. Nelson Executive Vice President, Corporate 240.0K 110.2K 125.3K 31.3K 506.8K 46.47%
122 2010 Ann W. Nelson Executive Vice President, Corporate and Public Affairs, EHI 240.0K 110.2K 125.3K 31.3K 506.8K 46.47%
123 2009 Douglas D. Dirks President and Chief Executive Officer, EHI 702.8K 396.6K 456.7K 229.9K 57.2K 1.84M 46.30%
124 2009 Martin J. Welch President and Chief Operating Officer, 439.6K 195.4K 238.7K 143.5K 53.6K 1.07M 40.54%
125 2009 William E. Yocke Executive Vice President and Chief 384.6K 124.3K 140.0K 98.0K 52.0K 798.9K 33.08%
126 2009 Lenard T. Ormsby Executive Vice President and Chief 374.1K 100.6K 117.0K 78.0K 43.3K 713.0K 30.53%
127 2009 John P. Nelson Executive Vice 260.9K 100.6K 117.0K 54.9K 49.2K 582.7K 37.36%
128 2009 John P. Nelson Executive Vice President and Chief 260.9K 100.6K 117.0K 54.9K 49.2K 582.7K 37.36%
129 2009 Ann W. Nelson Executive Vice President, Corporate 245.3K 100.6K 117.0K 51.6K 31.1K 545.7K 39.89%
130 2008 Douglas D. Dirks President and Chief Executive Officer, EHI 595.2K 576.3K 571.0K 745.1K 51.5K 2.54M 45.18%
131 2008 Martin J. Welch President and Chief Operating Officer, 416.3K 288.2K 300.5K 404.8K 41.7K 1.45M 40.56%
132 2008 William E. Yocke Executive Vice President and Chief 365.0K 192.1K 180.3K 277.1K 41.5K 1.06M 35.27%
133 2008 Lenard T. Ormsby Executive Vice President and Chief 356.6K 144.1K 150.3K 221.5K 48.4K 920.8K 31.96%
134 2008 John P. Nelson Executive Vice 242.5K 2.2K 144.1K 150.3K 152.0K 32.5K 723.6K 40.68%
135 2008 John P. Nelson Executive Vice President and Chief 242.5K 2.2K 144.1K 150.3K 152.0K 32.5K 723.6K 40.68%
136 2008 John Nelson 242.5K 2.2K 61.3K 45.8K 152.0K 32.5K 536.3K 19.96%
137 2007 Douglas D. Dirks President and Chief 575.5K 81.0K 91.9K 718.7K 62.1K 15.29M 1.13%
138 2007 Douglas D. Dirks President and Chief Executive Officer, EHI 575.5K 704.6K 441.0K 718.7K 62.1K 2.50M 45.79%
139 2007 Martin J. Welch President and Chief Operating Officer, 355.9K 680.00 352.3K 220.5K 298.7K 42.7K 1.27M 45.07%
140 2007 Lenard T. Ormsby Executive Vice President and Chief 320.7K 680.00 234.9K 147.0K 178.0K 49.4K 930.6K 41.04%
141 2007 William E. Yocke Executive Vice President and Chief 313.2K 680.00 234.9K 147.0K 173.9K 49.0K 918.7K 41.57%
142 2007 Martin J. Welch President and Chief 355.9K 680.00 40.5K 45.9K 298.7K 42.7K 784.5K 11.02%
143 2007 Lenard T. Ormsby Executive Vice 320.7K 680.00 27.0K 30.6K 178.0K 49.4K 606.3K 9.50%
144 2007 William E. Yocke Executive Vice 313.2K 680.00 27.0K 30.6K 173.9K 49.0K 594.4K 9.69%
145 2007 Ann W. Nelson Executive Vice 210.4K 680.00 21.6K 24.5K 115.9K 32.4K 405.5K 11.37%
146 2006 Douglas D. Dirks President and Chief Executive Officer, EHI 543.8K 1.24M 57.4K 1.84M 0.00%
147 2006 Douglas D. Dirks President and Chief 543.8K 1.24M 57.4K 1.84M 0.00%
148 2006 Martin J. Welch President and Chief 307.1K 680.00 279.5K 192.7K 780.0K 0.00%
149 2006 Martin J. Welch President and Chief Operating Officer, 307.1K 680.00 279.5K 192.7K 780.0K 0.00%
150 2006 Lenard T. Ormsby Executive Vice President and Chief 341.5K 100.7K 273.0K 45.9K 761.1K 0.00%
151 2006 Lenard T. Ormsby Executive Vice 341.5K 100.7K 210.0K 45.9K 761.1K 0.00%
152 2006 William E. Yocke Executive Vice 267.8K 680.00 243.7K 35.7K 547.9K 0.00%
153 2006 William E. Yocke Executive Vice President and Chief 267.8K 680.00 243.7K 35.7K 547.9K 0.00%
154 2006 Ann W. Nelson Executive Vice 219.0K 680.00 171.3K 35.4K 426.3K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2025-04-10 DEFA14A
2025-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-08 S-3ASR
2026-05-06 13F-NT
2026-05-01 10-Q
2026-04-29 SC 13G
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-16 DEFA14A
2026-04-16 DEF 14A
2026-04-16 ARS
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Katherine Holt Antonello FCAS MAAA President, Chief Executive Officer & Director 1M female
Michael Aldo Pedraja Executive Vice President & Chief Financial Officer 1M male
Lori Ann Brown Executive Vice President, Chief Legal Officer, General Counsel & Corporate Secretary 698.4K female
John Michael Mutschink Executive Vice President & Chief Administrative Officer 488.5K male
Ann Marie Smith Senior Vice President, Chief Actuarial & Underwriting Officer 458.0K female
Matthew Robert Pollak Vice President, Corporate Controller & Principal Accounting Officer male
Ty Vukelich Vice President of Corporate Marketing male
Christina Marie Ozuna Senior Vice President & Chief Claims Officer female
Christopher Craig Champlin Senior Vice President of Sales & CX male
Kelley F. Kage Senior Vice President & Chief Information Officer female
Matthew H. Hendricksen Senior Vice President of Treasury & Investments male
ESG Rating
B-
INSURANCE - SPECIALTY
2023
E (Environmental)
54.1 / 55.5
Company / Sector avg.
S (Social)
54.5 / 59.7
Company / Sector avg.
G (Governance)
58.2 / 65.2
Company / Sector avg.
ESG Total
55.6 / 60.1
Company / Sector avg.
ESG Score History INSURANCE - SPECIALTY
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-07-10 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
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