Subscribe

Equity LifeStyle Properties, Inc. (ELS)

USD64.98 +1.51 (+2.38%)
US NYSE Real Estate REIT - Residential
Address Two North Riverside Plaza 60606
Chicago, IL, US
CEO Marguerite Nader
IPO 1993-02-25
CIK 895417 ISIN US29472R1086

Explore sections of this company profile

Description

Based in Chicago, Equity LifeStyle Properties, Inc. operates as a self-managed Real Estate Investment Trust (REIT). As of January 25, 2021, its extensive portfolio includes 423 quality properties located across 33 U.S. states and British Columbia, collectively comprising 161,229 sites.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD64.98 +1.51 (+2.38%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
0.68
Float Shares
192.30M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.76% -2.37% -2.40% -8.03% -1.75% +1.91% -2.83% -3.01% -13.18% +68.54% +1,664.86%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (21 ratings, all time) Buy
Price Targets & DCF
Current price
64.98
Low 67.00 +3.1%
Consensus 70.71 +8.8%
Median 71.00 +9.3%
High 75.00 +15.4%
DCF (Unlevered) 62.06 -4.5%
DCF (Levered) 43.36 -33.3%

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

Ratings Trend (MoM) 72% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 9 0
Hold 5 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
67.00
+3.1%
Last Quarter 2
69.50
+7.0%
Last Year 12
68.71
+5.7%
All Time 22
70.84
+9.0%
Quality scores
Altman Z-Score
2.17
Grey zone
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +6.8% Q1'26: +8.2% (vs Q1'25)
  • EPS growth
    -1.5% Q1'26: -5.3% (vs Q1'25)
  • FCF margin
    Q1'26: +37.7% (vs Q1'25)
  • EBIT margin
    Q1'26: +36.5% (vs Q1'25)
  • ROIC
    Q1'26: +11.4% (vs Q1'25)
  • Share dilution
    +1.8% Q1'26: +0.1% (vs Q1'25)
  • Debt / EBITDA
    5.54× Q1'26: 4.15× (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 (0.70) × ERP
WACC = 79% × Ke + 21% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 62.06 Current price: 64.98
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 2010
actual
Dec 2011
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
7 Rev. Ana.
5 EPS Ana.
Dec 2027
6 Rev. Ana.
5 EPS Ana.
Dec 2028
3 Rev. Ana.
2 EPS Ana.
Dec 2029
2 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
507.14M
est: 455.32M (+11.4%)
564.63M
est: 825.33M (-31.6%)
807.27M
est: 734.19M (+10.0%)
856.28M
est: 766.85M (+11.7%)
911.94M
est: 834.65M (+9.3%)
968.29M
est: 942.41M (+2.7%)
1.02B
est: 997.82M (+2.3%)
1.08B
est: 1.06B (+2.4%)
1.32B
est: 1.14B (+14.9%)
1.37B
est: 1.30B (+6.1%)
1.40B
est: 1.52B (-7.5%)
1.43B
est: 1.26B (+14.0%)
1.53B
est: 1.52B (+0.8%)
1.57B
1.51B – 1.61B
+3.4% YoY
1.64B
1.58B – 1.68B
+4.4% YoY
1.71B
1.70B – 1.73B
+4.4% YoY
1.86B
1.78B – 1.90B
+8.4% YoY
1.93B
1.84B – 1.97B
+3.8% YoY
EBITDA
221.65M
est: 181.58M (+22.1%)
253.21M
est: 246.09M (+2.9%)
369.21M
est: 348.43M (+6.0%)
408.45M
est: 384.25M (+6.3%)
432.13M
est: 390.80M (+10.6%)
465.13M
est: 441.26M (+5.4%)
545.37M
est: 471.48M (+15.7%)
496.55M
est: 471.15M (+5.4%)
572.42M
est: 526.86M (+8.6%)
622.44M
est: 587.55M (+5.9%)
660.63M
est: 687.66M (-3.9%)
731.57M
est: 569.81M (+28.4%)
607.68M
est: 688.54M (-11.7%)
711.91M
684.71M – 730.05M
+3.4% YoY
743.45M
716.25M – 761.59M
+4.4% YoY
776.51M
770.01M – 783.00M
+4.4% YoY
841.41M
805.06M – 861.98M
+8.4% YoY
873.01M
835.30M – 894.36M
+3.8% YoY
EBIT
149.52M
est: 134.63M (+11.1%)
139.50M
est: 155.92M (-10.5%)
252.15M
est: 242.82M (+3.8%)
286.56M
est: 263.46M (+8.8%)
307.18M
est: 267.17M (+15.0%)
326.44M
est: 301.67M (+8.2%)
391.39M
est: 292.51M (+33.8%)
338.79M
est: 328.69M (+3.1%)
383.97M
est: 351.87M (+9.1%)
415.39M
est: 394.06M (+5.4%)
451.53M
est: 467.52M (-3.4%)
522.17M
est: 387.40M (+34.8%)
398.79M
est: 468.12M (-14.8%)
484.01M
465.52M – 496.34M
+3.4% YoY
505.46M
486.96M – 517.78M
+4.4% YoY
527.93M
523.51M – 532.35M
+4.4% YoY
572.05M
547.34M – 586.04M
+8.4% YoY
593.54M
567.90M – 608.05M
+3.8% YoY
Net Income
38.35M
est: 34.50M (+11.2%)
36.60M
est: 38.66M (-5.3%)
139.37M
est: 134.80M (+3.4%)
173.26M
est: 167.58M (+3.4%)
197.59M
est: 215.32M (-8.2%)
212.61M
est: 223.18M (-4.7%)
279.14M
est: 237.23M (+17.7%)
228.28M
est: 220.64M (+3.5%)
262.48M
est: 246.08M (+6.7%)
284.63M
est: 278.91M (+2.1%)
314.21M
est: 379.05M (-17.1%)
367.01M
est: 383.51M (-4.3%)
386.51M
est: 390.93M (-1.1%)
405.24M
403.97M – 406.52M
+3.7% YoY
438.37M
435.76M – 440.98M
+8.2% YoY
475.74M
470.63M – 480.86M
+8.5% YoY
490.28M
462.75M – 505.86M
+3.1% YoY
510.29M
481.63M – 526.51M
+4.1% YoY
SGA
31.72M
est: 26.98M (+17.6%)
50.07M
est: 60.12M (-16.7%)
45.59M
est: 43.87M (+3.9%)
45.64M
est: 44.14M (+3.4%)
47.36M
est: 54.83M (-13.6%)
54.32M
est: 61.91M (-12.3%)
55.66M
est: 50.31M (+10.6%)
61.18M
est: 58.87M (+3.9%)
81.78M
est: 65.28M (+25.3%)
92.50M
est: 82.30M (+12.4%)
95.71M
est: 89.27M (+7.2%)
88.19M
est: 73.97M (+19.2%)
53.58M
est: 89.39M (-40.1%)
92.42M
88.89M – 94.78M
+3.4% YoY
96.52M
92.98M – 98.87M
+4.4% YoY
100.81M
99.96M – 101.65M
+4.4% YoY
109.23M
104.51M – 111.90M
+8.4% YoY
113.34M
108.44M – 116.11M
+3.8% YoY
EPS
0.32
est: 0.24 (+33.3%)
0.16
est: 0.14 (+14.3%)
0.78
est: 0.78 (+0.0%)
0.97
est: 0.97 (+0.3%)
1.09
est: 1.10 (-0.5%)
1.20
est: 1.14 (+5.7%)
1.54
est: 1.46 (+5.5%)
1.25
est: 1.21 (+3.3%)
1.43
est: 1.36 (+5.3%)
1.53
est: 1.41 (+8.9%)
1.69
est: 1.92 (-11.9%)
1.96
est: 1.89 (+3.7%)
1.93
est: 1.95 (-1.2%)
2.03
2.02 – 2.03
+3.7% YoY
2.19
2.18 – 2.20
+8.2% YoY
2.38
2.35 – 2.40
+8.5% YoY
2.45
2.31 – 2.53
+3.1% YoY
2.55
2.41 – 2.63
+4.1% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-11 Barclays Overweight Overweight Maintain
2026-05-05 Truist Securities Hold Hold Maintain
2026-04-22 Baird Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-27 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-26 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-22 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-21 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-20 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-19 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-18 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-15 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-14 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-13 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-12 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-11 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-07 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-06 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-05 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-04 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-05-01 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-30 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-28 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-27 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-24 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-23 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-22 B 3/5 3/5 5/5 5/5 1/5 1/5 1/5
2026-04-21 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-20 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-17 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-16 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-04-15 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
290.65M
OE per share TTM
1.66
Owner's Yield
2.43%
Maintenance CapEx ratio
64.82%
Maint CapEx / Avg PPE
61.8%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
496
Total invested
12.77B
Insider transactions (90d)
13
Beneficial owners (>5%)
17
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 24.50M 13.33% 327.4K 23.96M 539.4K IA Pennsylvania 2022-02-10
2 (1) BlackRock, Inc. 22.88M 12.30% 21.57M 22.88M HC Delaware 2023-08-08
3 FMR LLC 14.89M 8.10% 3.80M 14.89M HC Delaware 2022-02-09
4 52-0556948 13.46M 7.20% 6.68M 13.45M IA 2024-02-14
5 Edward C. Johnson 3d 11.75M 14.01% 11.75M IN Delaware 2015-02-13
6 Aristotle Capital Management, LLC 11.09M 5.95% 10.33M 11.09M IA State of California 2024-02-14
7 STATE STREET CORPORATION 10.80M 5.79% 8.27M 10.78M HC BOSTON, MASSACHUSETTS 2024-01-29
8 Abigail P. Johnson 8.03M 8.95% 8.03M IN United States of America 2019-02-13
9 Janus Henderson Group plc 7.06M 13.00% 159.0K 63.5K 11.16M 119.3K IA, HC Pennsylvania 2015-02-11
10 Cohen & Steers, Inc. 14-1904657 4.76M 5.38% 2.32M 4.76M HC, CO Delaware 2018-02-14
11 13-3353336 4.66M 5.27% 2.29M 4.66M IA, CO Delaware 2018-02-14
12 BLUM CAPITAL PARTNERS, L.P. 4.55M 9.20% 142.1K 109.1K 13.11M 150.0K IA, PN Pennsylvania 2018-02-09
13 Charles J. Urstadt 4.26M 47.20% 143.0K 52.5K 10.14M 114.3K IN Pennsylvania 2014-02-12
14 The Column Group, LP 3.16M 12.70% 5.35M PN Delaware For 2014-02-04
15 RICHARD C. BLUM & ASSOCIATES, L.P. 2.00M 10.10% 173.4K 62.0K 11.39M 122.7K IA, PN Pennsylvania 2016-02-10
16 Cohen & Steers UK Limited 99.5K 0.11% 31.5K 99.5K IA, CO Delaware 2018-02-14
17 AT&T Inc. 0.00% 2.60M HC Delaware 2013-01-30

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
496
-7 vs prev Q
New positions
75
Closed positions
79
Increased
253
Reduced
181
Put/Call ratio
0.56
Calls held
27.6K
Puts held
15.6K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 384.8K +384.8K (+100.0%) 23.32B +23.3B (+100.0%) 0.19% +0.192 pp 0.59% +0.594 pp USD60.61 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 26.85M +2.4M (+9.7%) 1.63B +141.7M (+9.5%) 13.42% +0.604 pp 0.03% +0.002 pp USD70.06 -13.5% 6 qtrs
3 VANGUARD GROUP INC 25.48M +592.0K (+2.4%) 1.54B +33.6M (+2.2%) 12.73% -0.296 pp 0.02% 0.000 pp USD31.16 +94.5% 84 qtrs
4 PRICE T ROWE ASSOCIATES INC /MD/ 15.95M +12.0M (+303.9%) 966.65M +727.0M (+303.3%) 7.97% +5.904 pp 0.10% +0.079 pp USD62.02 -2.3% 75 qtrs
5 STATE STREET CORP 12.98M -279.7K (-2.1%) 793.36M -18.3M (-2.3%) 6.49% -0.455 pp 0.03% -0.002 pp USD55.23 +9.7% 51 qtrs
6 COHEN & STEERS, INC. 10.61M +2.2M (+26.8%) 643.33M +135.5M (+26.7%) 5.31% +0.924 pp 1.16% +0.247 pp USD61.57 -1.6% 7 qtrs
7 ARISTOTLE CAPITAL MANAGEMENT, LLC 8.84M -544.0K (-5.8%) 536.03M -33.8M (-5.9%) 4.42% -0.495 pp 1.07% -0.028 pp USD60.22 +0.6% 31 qtrs
8 VICTORY CAPITAL MANAGEMENT INC 6.66M -161.9K (-2.4%) 403.76M -10.4M (-2.5%) 3.33% -0.243 pp 0.23% -0.014 pp USD68.38 -11.4% 26 qtrs
9 PRINCIPAL FINANCIAL GROUP INC 6.37M -486.8K (-7.1%) 386.00M -30.1M (-7.2%) 3.18% -0.406 pp 0.20% -0.013 pp USD65.18 -7.0% 73 qtrs
10 GEODE CAPITAL MANAGEMENT, LLC 4.71M +100.4K (+2.2%) 285.05M +5.7M (+2.0%) 2.36% -0.060 pp 0.02% 0.000 pp USD50.91 +19.1% 78 qtrs
11 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 4.52M -859.8K (-16.0%) 273.67M -52.6M (-16.1%) 2.26% -0.557 pp 0.09% -0.013 pp USD60.38 +0.4% 51 qtrs
12 JPMORGAN CHASE & CO 3.66M -3.6K (-0.1%) 222.00M -549.7K (-0.2%) 1.83% -0.089 pp 0.01% +0.001 pp USD62.44 -2.9% 51 qtrs
13 DAIWA SECURITIES GROUP INC. 3.66M +509.4K (+16.2%) 221.62M +30.6M (+16.0%) 1.83% +0.180 pp 0.71% +0.063 pp USD62.82 -3.5% 57 qtrs
14 BOSTON PARTNERS 2.85M -52.1K (-1.8%) 172.79M -3.4M (-1.9%) 1.43% -0.095 pp 0.18% -0.002 pp USD67.93 -10.8% 13 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.80M +88.1K (+3.2%) 169.97M +5.1M (+3.1%) 1.40% -0.020 pp 0.03% +0.000 pp USD47.34 +28.0% 85 qtrs
16 DIMENSIONAL FUND ADVISORS LP 2.79M +40.8K (+1.5%) 168.91M +2.2M (+1.3%) 1.39% -0.045 pp 0.04% 0.000 pp USD34.14 +77.5% 51 qtrs
17 MORGAN STANLEY 2.51M +1.3M (+106.9%) 151.95M +78.4M (+106.6%) 1.25% +0.619 pp 0.01% +0.005 pp USD63.21 -4.1% 51 qtrs
18 CENTERSQUARE INVESTMENT MANAGEMENT LLC 2.43M +469.8K (+23.9%) 147.47M +28.3M (+23.7%) 1.22% +0.188 pp 1.46% +0.258 pp USD60.82 -0.3% 25 qtrs
19 NORTHERN TRUST CORP 2.42M +187.5K (+8.4%) 146.92M +11.2M (+8.2%) 1.21% +0.041 pp 0.02% +0.001 pp USD58.22 +4.1% 51 qtrs
20 NORGES BANK 2.07M +2.1M (+100.0%) 125.35M +125.4M (+100.0%) 1.03% +1.034 pp 0.01% +0.013 pp USD60.61 +0.0% 1 qtrs NEW
21 CANADA PENSION PLAN INVESTMENT BOARD 2.00M +— (+0.0%) 121.29M -180.1K (-0.1%) 1.00% -0.048 pp 0.08% -0.004 pp USD63.39 -4.4% 38 qtrs
22 RESOLUTION CAPITAL LTD 1.83M -427.7K (-19.0%) 110.64M -26.1M (-19.1%) 0.91% -0.267 pp 2.45% -0.216 pp USD56.86 +6.6% 57 qtrs
23 UBS ASSET MANAGEMENT AMERICAS INC 1.74M -24.8K (-1.4%) 105.65M -1.7M (-1.6%) 0.87% -0.054 pp 0.02% -0.001 pp USD67.77 -10.6% 67 qtrs
24 NUVEEN, LLC 1.71M -283.0K (-14.2%) 103.76M -17.3M (-14.3%) 0.86% -0.189 pp 0.03% -0.005 pp USD66.70 -9.1% 4 qtrs
25 ROYAL LONDON ASSET MANAGEMENT LTD 1.62M +104.2K (+6.9%) 98.30M +6.2M (+6.7%) 0.81% +0.016 pp 0.21% +0.009 pp USD61.54 -1.5% 24 qtrs
26 BANK OF NEW YORK MELLON CORP 1.61M -59.7K (-3.6%) 97.33M -3.8M (-3.7%) 0.80% -0.070 pp 0.02% -0.002 pp USD51.10 +18.6% 66 qtrs
27 BANK OF AMERICA CORP /DE/ 1.59M -187.6K (-10.5%) 96.50M -11.5M (-10.7%) 0.80% -0.136 pp 0.01% 0.000 pp USD60.34 +0.4% 52 qtrs
28 DUFF & PHELPS INVESTMENT MANAGEMENT CO 1.55M +101.3K (+7.0%) 93.65M +6.0M (+6.9%) 0.77% +0.016 pp 1.06% +0.068 pp USD66.17 -8.4% 5 qtrs
29 UBS GROUP AG 1.46M -789.6K (-35.1%) 88.67M -48.1M (-35.1%) 0.73% -0.448 pp 0.01% -0.007 pp USD62.68 -3.3% 45 qtrs
30 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1.40M -170.8K (-10.9%) 85.06M -10.5M (-11.0%) 0.70% -0.123 pp 0.05% -0.010 pp USD65.30 -7.2% 8 qtrs
31 LEGAL & GENERAL GROUP PLC 1.37M +161.2K (+13.4%) 82.79M +9.7M (+13.2%) 0.68% +0.052 pp 0.02% +0.002 pp USD54.87 +10.5% 74 qtrs
32 PGGM INVESTMENTS 1.34M -704.7K (-34.5%) 81.02M -42.9M (-34.6%) 0.67% -0.401 pp 1.28% -0.722 pp USD64.54 -6.1% 14 qtrs
33 FMR LLC 1.28M +50.8K (+4.1%) 77.56M +3.0M (+4.0%) 0.64% -0.004 pp 0.00% +0.000 pp USD40.79 +48.6% 70 qtrs
34 GOLDMAN SACHS GROUP INC 1.17M -26.6K (-2.2%) 70.92M -1.7M (-2.4%) 0.58% -0.042 pp 0.01% 0.000 pp USD58.19 +4.2% 73 qtrs
35 SUMITOMO MITSUI TRUST HOLDINGS, INC. 1.08M -43.9K (-3.9%) 65.64M -2.8M (-4.0%) 0.54% -0.049 pp 0.04% -0.001 pp USD60.80 -0.3% 59 qtrs
36 QUANTINNO CAPITAL MANAGEMENT LP 1.06M +389.1K (+57.7%) 64.48M +23.5M (+57.4%) 0.53% +0.178 pp 0.13% +0.018 pp USD67.32 -10.0% 10 qtrs
37 SEI INVESTMENTS CO 972.1K +79.2K (+8.9%) 58.92M +4.7M (+8.7%) 0.49% +0.018 pp 0.06% 0.000 pp USD63.19 -4.1% 45 qtrs
38 CAPROCK GROUP, LLC 948.5K +281.8K (+42.3%) 58.00M +17.8M (+44.3%) 0.47% +0.125 pp 1.23% +0.235 pp USD60.67 -0.1% 2 qtrs
39 AMERIPRISE FINANCIAL INC 818.4K -42.1K (-4.9%) 49.35M -1.7M (-3.3%) 0.41% -0.042 pp 0.01% -0.001 pp USD62.44 -2.9% 55 qtrs
40 JANUS HENDERSON GROUP PLC 808.3K -177.5K (-18.0%) 49.00M -10.8M (-18.1%) 0.40% -0.112 pp 0.02% -0.005 pp USD59.44 +2.0% 40 qtrs
41 CI INVESTMENTS INC. 804.6K -21.4K (-2.6%) 48.77M -1.4M (-2.7%) 0.40% -0.030 pp 0.21% +0.031 pp USD62.35 -2.8% 26 qtrs
42 SCHONFELD STRATEGIC ADVISORS LLC 793.0K +77.0K (+10.8%) 48.07M +4.6M (+10.6%) 0.40% +0.022 pp 0.21% -0.034 pp USD60.83 -0.4% 14 qtrs
43 RUSSELL INVESTMENTS GROUP, LTD. 781.4K +142.0K (+22.2%) 47.45M +8.6M (+22.3%) 0.39% +0.056 pp 0.05% +0.008 pp USD64.80 -6.5% 37 qtrs
44 LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 762.0K -75.1K (-9.0%) 46.18M -4.6M (-9.1%) 0.38% -0.057 pp 1.85% -0.146 pp USD60.70 -0.1% 2 qtrs
45 INVESCO LTD. 755.6K +9.0K (+1.2%) 45.80M +476.2K (+1.1%) 0.38% -0.013 pp 0.01% 0.000 pp USD67.28 -9.9% 57 qtrs
46 CLEARBRIDGE INVESTMENTS, LLC 706.1K -58.1K (-7.6%) 42.80M -3.6M (-7.7%) 0.35% -0.047 pp 0.03% -0.001 pp USD67.87 -10.7% 24 qtrs
47 NEUBERGER BERMAN GROUP LLC 684.9K -243.7K (-26.2%) 41.51M -14.9M (-26.4%) 0.34% -0.144 pp 0.03% -0.010 pp USD62.01 -2.3% 45 qtrs
48 THRIVENT FINANCIAL FOR LUTHERANS 673.1K +617.2K (+1,104.7%) 40.79M +37.4M (+1,103.0%) 0.34% +0.307 pp 0.07% +0.066 pp USD60.95 -0.6% 74 qtrs
49 MILLER HOWARD INVESTMENTS INC /NY 648.6K -9.9K (-1.5%) 39.31M -659.6K (-1.7%) 0.32% -0.021 pp 1.19% -0.032 pp USD60.70 -0.1% 2 qtrs
50 SCHRODER INVESTMENT MANAGEMENT GROUP 637.1K +616.4K (+2,978.4%) 38.85M +37.6M (+3,054.4%) 0.32% +0.308 pp 0.03% +0.029 pp USD60.64 0.0% 51 qtrs
51 FRANKLIN RESOURCES INC 626.5K -171.8K (-21.5%) 37.97M -10.5M (-21.6%) 0.31% -0.105 pp 0.01% -0.003 pp USD62.81 -3.5% 51 qtrs
52 FIRST TRUST ADVISORS LP 616.0K -32.6K (-5.0%) 37.34M -2.0M (-5.2%) 0.31% -0.032 pp 0.03% -0.002 pp USD62.52 -3.1% 51 qtrs
53 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 606.2K +154.5K (+34.2%) 36.90M +9.5M (+34.6%) 0.30% +0.067 pp 0.06% +0.014 pp USD62.74 -3.4% 4 qtrs
54 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 596.4K -42.0K (-6.6%) 36.15M -2.6M (-6.7%) 0.30% -0.036 pp 0.10% +0.001 pp USD65.66 -7.7% 23 qtrs
55 BAHL & GAYNOR INC 590.1K +75.3K (+14.6%) 35.77M +4.5M (+14.5%) 0.30% +0.025 pp 0.18% +0.026 pp USD62.75 -3.4% 31 qtrs
56 HSBC HOLDINGS PLC 581.5K +82.1K (+16.5%) 35.25M +4.9M (+16.3%) 0.29% +0.029 pp 0.02% +0.001 pp USD68.45 -11.5% 55 qtrs
57 ADELANTE CAPITAL MANAGEMENT LLC 579.9K -54.2K (-8.5%) 35.15M -3.3M (-8.7%) 0.29% -0.042 pp 2.37% -0.205 pp USD64.03 -5.3% 24 qtrs
58 AMUNDI 548.5K -23.8K (-4.2%) 33.24M -2.1M (-6.0%) 0.27% -0.026 pp 0.01% -0.002 pp USD65.36 -7.3% 19 qtrs
59 RHUMBLINE ADVISERS 546.0K -15.6K (-2.8%) 33.09M -996.6K (-2.9%) 0.27% -0.021 pp 0.03% -0.001 pp USD54.39 +11.4% 51 qtrs
60 DEUTSCHE BANK AG\ 526.2K +42.5K (+8.8%) 31.89M +2.5M (+8.6%) 0.26% +0.010 pp 0.01% +0.001 pp USD65.01 -6.8% 50 qtrs
61 CHAI TRUST CO LLC 524.4K -232.0K (-30.7%) 31.78M -14.1M (-30.8%) 0.26% -0.134 pp 2.74% -0.297 pp USD56.22 +7.8% 37 qtrs
62 PROSHARE ADVISORS LLC 523.7K -62.5K (-10.7%) 31.74M -3.8M (-10.8%) 0.26% -0.045 pp 0.06% -0.019 pp USD62.94 -3.7% 10 qtrs
63 MILLENNIUM MANAGEMENT LLC 521.4K -188.4K (-26.5%) 31.60M -11.5M (-26.7%) 0.26% -0.111 pp 0.01% -0.005 pp USD66.65 -9.1% 68 qtrs
64 ROYAL BANK OF CANADA 513.1K -30.9K (-5.7%) 31.10M -1.9M (-5.8%) 0.26% -0.028 pp 0.01% 0.000 pp USD65.37 -7.3% 51 qtrs
65 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 495.0K -114.8K (-18.8%) 30.00M -7.0M (-19.0%) 0.25% -0.072 pp 0.02% -0.005 pp USD62.54 -3.1% 58 qtrs
66 GREAT WEST LIFE ASSURANCE CO /CAN/ 491.3K +63.7K (+14.9%) 29.79M +4.4M (+17.1%) 0.25% +0.022 pp 0.05% +0.015 pp USD59.70 +1.5% 50 qtrs
67 SWISS NATIONAL BANK 486.9K -36.7K (-7.0%) 29.51M -2.3M (-7.2%) 0.24% -0.031 pp 0.02% -0.001 pp USD51.91 +16.8% 51 qtrs
68 CEREDEX VALUE ADVISORS LLC 463.0K -343.0K (-42.6%) 28.06M -20.9M (-42.6%) 0.23% -0.191 pp 0.84% -0.291 pp USD66.48 -8.8% 5 qtrs
69 ASSET MANAGEMENT ONE CO., LTD. 406.7K -1.5K (-0.4%) 24.78M -1.2K (0.0%) 0.20% -0.010 pp 0.07% -0.003 pp USD43.47 +39.4% 53 qtrs
70 TD ASSET MANAGEMENT INC 380.1K -15.0K (-3.8%) 23.04M -944.7K (-3.9%) 0.19% -0.017 pp 0.02% -0.001 pp USD63.79 -5.0% 27 qtrs
71 NOMURA ASSET MANAGEMENT CO LTD 349.8K +9.5K (+2.8%) 21.20M +547.6K (+2.7%) 0.17% -0.003 pp 0.05% 0.000 pp USD56.35 +7.6% 76 qtrs
72 HUNTER PERKINS CAPITAL MANAGEMENT, LLC 346.6K +7.0K (+2.0%) 21.19M +568.0K (+2.8%) 0.17% -0.005 pp 4.90% +0.329 pp USD64.20 -5.6% 23 qtrs
73 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 337.9K +34.9K (+11.5%) 20.21M +1.8M (+9.9%) 0.17% +0.010 pp 0.01% +0.001 pp USD61.88 -2.1% 58 qtrs
74 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 329.4K -10.1K (-3.0%) 19.97M -644.0K (-3.1%) 0.16% -0.013 pp 0.06% -0.003 pp USD51.10 +18.6% 51 qtrs
75 GREAT LAKES ADVISORS, LLC 327.6K -5.4K (-1.6%) 19.85M -359.6K (-1.8%) 0.16% -0.011 pp 0.16% -0.007 pp USD67.57 -10.3% 15 qtrs
76 VIRGINIA RETIREMENT SYSTEMS ET AL 310.4K -32.2K (-9.4%) 18.81M -2.0M (-9.5%) 0.16% -0.024 pp 0.11% -0.023 pp USD65.02 -6.8% 4 qtrs
77 PRUDENTIAL FINANCIAL INC 306.3K +18.8K (+6.5%) 18.57M +1.1M (+6.4%) 0.15% +0.003 pp 0.02% +0.002 pp USD68.58 -11.6% 66 qtrs
78 LMR PARTNERS LLP 303.9K +303.9K (+100.0%) 18.42M +18.4M (+100.0%) 0.15% +0.152 pp 0.03% +0.035 pp USD60.61 +0.0% 1 qtrs NEW
79 BARCLAYS PLC 300.6K +97.3K (+47.9%) 18.22M +3.7M (+25.6%) 0.15% +0.044 pp 0.00% +0.001 pp USD63.15 -4.0% 51 qtrs
80 RETIREMENT SYSTEMS OF ALABAMA 294.9K -1.7K (-0.6%) 17.88M -128.5K (-0.7%) 0.15% -0.008 pp 0.06% -0.002 pp USD63.68 -4.8% 10 qtrs
81 HEITMAN REAL ESTATE SECURITIES LLC 284.0K +284.0K (+100.0%) 17.21M +17.2M (+100.0%) 0.14% +0.142 pp 1.21% +1.211 pp USD60.61 +0.0% 10 qtrs
82 ALLIANCEBERNSTEIN L.P. 283.1K -317.0 (-0.1%) 17.16M -44.7K (-0.3%) 0.14% -0.007 pp 0.01% +0.000 pp USD57.61 +5.2% 61 qtrs
83 STRS OHIO 274.3K -22.7K (-7.6%) 16.63M -1.4M (-7.8%) 0.14% -0.018 pp 0.06% -0.004 pp USD63.56 -4.6% 85 qtrs
84 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 269.9K +18.0K (+7.1%) 16.36M +1.1M (+7.0%) 0.13% +0.003 pp 0.02% +0.001 pp USD40.68 +49.0% 52 qtrs
85 CITIGROUP INC 266.4K +86.3K (+47.9%) 16.15M +5.2M (+47.7%) 0.13% +0.039 pp 0.01% +0.002 pp USD62.39 -2.9% 55 qtrs
86 SWEDBANK AB 266.3K -39.0K (-12.8%) 16.14M -2.4M (-12.9%) 0.13% -0.027 pp 0.02% -0.003 pp USD66.87 -9.4% 20 qtrs
87 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 240.1K +240.1K (+100.0%) 14.55M +14.6M (+100.0%) 0.12% +0.120 pp 0.04% +0.038 pp USD60.61 +0.0% 1 qtrs NEW
88 APOLLO MANAGEMENT HOLDINGS, L.P. 233.4K +233.4K (+100.0%) 14.14M +14.1M (+100.0%) 0.12% +0.117 pp 0.12% +0.116 pp USD60.61 +0.0% 1 qtrs NEW
89 ENVESTNET ASSET MANAGEMENT INC 226.6K -53.8K (-19.2%) 13.73M -3.3M (-19.3%) 0.11% -0.034 pp 0.00% -0.001 pp USD63.66 -4.8% 51 qtrs
90 GOTHAM ASSET MANAGEMENT, LLC 222.8K -149.3K (-40.1%) 13.50M -9.1M (-40.2%) 0.11% -0.084 pp 0.05% -0.049 pp USD61.63 -1.7% 5 qtrs
91 TWO SIGMA INVESTMENTS, LP 213.6K +144.6K (+209.7%) 12.95M +8.8M (+209.3%) 0.11% +0.071 pp 0.02% +0.012 pp USD60.84 -0.4% 5 qtrs
92 CITADEL ADVISORS LLC 212.4K -298.4K (-58.4%) 12.88M -18.1M (-58.5%) 0.11% -0.161 pp 0.00% -0.003 pp USD61.97 -2.2% 26 qtrs
93 ALLIANZ ASSET MANAGEMENT GMBH 203.8K -175.5K (-46.3%) 12.35M -10.7M (-46.3%) 0.10% -0.097 pp 0.01% -0.013 pp USD63.95 -5.2% 41 qtrs
94 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 196.0K +6.4K (+3.4%) 11.88M +370.2K (+3.2%) 0.10% -0.001 pp 0.02% +0.000 pp USD60.50 +0.2% 46 qtrs
95 SEVEN POST INVESTMENT OFFICE LP 194.9K +1.6K (+0.8%) 11.81M +78.2K (+0.7%) 0.10% -0.004 pp 4.22% -0.003 pp USD61.85 -2.0% 24 qtrs
96 UNIPLAN INVESTMENT COUNSEL, INC. 194.8K -59.1K (-23.3%) 11.81M -3.6M (-23.4%) 0.10% -0.036 pp 1.19% -0.324 pp USD48.22 +25.7% 34 qtrs
97 SG AMERICAS SECURITIES, LLC 188.9K +92.7K (+96.3%) 11.45M +5.6M (+96.0%) 0.09% +0.044 pp 0.01% -0.005 pp USD61.00 -0.6% 51 qtrs
98 SUSQUEHANNA INTERNATIONAL GROUP, LLP 187.9K +1.1K (+0.6%) 11.39M +49.9K (+0.4%) 0.09% -0.004 pp 0.00% +0.000 pp USD60.70 -0.1% 7 qtrs
99 WARATAH CAPITAL ADVISORS LTD. 180.0K +180.0K (+100.0%) 10.91M +10.9M (+100.0%) 0.09% +0.090 pp 0.37% +0.367 pp USD60.61 +0.0% 1 qtrs NEW
100 JANNEY MONTGOMERY SCOTT LLC 176.3K +10.3K (+6.2%) 10.69M +606.0K (+6.0%) 0.09% +0.001 pp 0.02% +0.001 pp USD62.17 -2.5% 41 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
4.80
Bullish
Ratio by volume
3.00
Bullish
Buys
24
Sells
5
Shares acquired
36.3K
Shares disposed
1.4K
Cash buys
Cash sales
Net activity
+34,905
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
2026-05-01 Freedman Constance Director A-Award A Common Stock, par value $.01 60 53.77 3.2K 16,086 D
2026-05-01 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 802 0.00 8,959 I
2026-04-29 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 196 0.00 8,046 I
2026-04-28 Peppet Scott R Director A-Award A Common Stock, par value $.01 320 62.60 20.0K 14,588 D
2026-04-28 Papandreou Radhika Director A-Award A Common Stock, par value $.01 2,316 62.60 145.0K 7,236 D
2026-04-28 HENEGHAN THOMAS Director / Officer A-Award A Non-Qualified Stock Option (Right to Buy) 1,595 62.60 99.8K 48,240 D
2026-04-28 Freedman Constance Director A-Award A Common Stock, par value $.01 240 62.60 15.0K 16,026 D
2026-04-28 CONTIS DAVID J Director A-Award A Common Stock, par value $.01 2,316 62.60 145.0K 5,366 D
2026-04-28 CALIAN PHILIP Director A-Award A Common Stock, par value $.01 2,316 62.60 145.0K 221,255 D
2026-04-28 Burks Derrick Director A-Award A Common Stock, par value $.01 2,316 62.60 145.0K 12,217 D
2026-04-28 Berkenfield Andrew Director A-Award A Common Stock, par value $.01 2,316 62.60 145.0K 10,693 D
2026-04-24 HENEGHAN THOMAS Director / Officer G-Gift A Common Stock, par value $.01 196 0.00 300,030 I
2026-04-24 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 98 0.00 6,988 I
2026-04-01 Freedman Constance Director A-Award A Common Stock, par value $.01 366 53.06 19.4K 13,470 D
2026-03-18 CONTIS DAVID J Director S-Sale D Common Stock, par value $.01 3,000 67.22 201.7K 14,890 I
2026-02-03 Waite Patrick Officer G-Gift A Common Stock, par value $.01 2,114 0.00 76,673 I
2026-02-03 Seavey Paul Officer A-Award A Common Stock, par value $.01 4,682 64.07 300.0K 99,283 D
2026-02-03 Perlis Daniel Officer F-InKind D Common Stock, par value $.01 569 63.20 36.0K 8,943 D
2026-02-03 NADER MARGUERITE M Director / Officer A-Award A Common Stock, par value $.01 29,970 64.07 1.92M 284,614 D
2026-02-03 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 775 63.20 49.0K 97,423 D
2026-02-02 Freedman Constance Director A-Award A Common Stock, par value $.01 56 50.82 2.8K 13,104 D
2026-01-02 Freedman Constance Director A-Award A Common Stock, par value $.01 377 51.52 19.4K 13,048 D
2025-12-04 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 3,216 0.00 17,890 I
2025-11-03 Freedman Constance Director A-Award A Common Stock, par value $.01 50 51.82 2.6K 12,671 D
2025-10-29 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 757 0.00 21,106 I
2025-10-01 Freedman Constance Director A-Award A Common Stock, par value $.01 384 50.60 19.4K 12,621 D
2025-08-01 Freedman Constance Director A-Award A Common Stock, par value $.01 47 50.93 2.4K 12,237 D
2025-07-30 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 2,240 0.00 20,349 I
2025-07-01 Freedman Constance Director A-Award A Common Stock, par value $.01 371 52.42 19.4K 12,190 D
2025-05-07 Seavey Paul Officer S-Sale D Common Stock, par value $.01 10,000 64.72 647.2K 78,162 D
2025-05-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 7 55.06 385.42 118,412 D
2025-05-01 Freedman Constance Director A-Award A Common Stock, par value $.01 40 55.06 2.2K 11,819 D
2025-05-01 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 802 0.00 3,905 D
2025-04-29 Peppet Scott R Director A-Award A Common Stock, par value $.01 2,273 63.79 145.0K 11,638 D
2025-04-29 Papandreou Radhika Director A-Award A Common Stock, par value $.01 118 63.79 7.5K 4,920 D
2025-04-29 HENEGHAN THOMAS Director / Officer A-Award A Non-Qualified Stock Option (Right to Buy) 1,570 63.79 100.2K 32,270 D
2025-04-29 Freedman Constance Director A-Award A Common Stock, par value $.01 2,273 63.79 145.0K 11,543 D
2025-04-29 CONTIS DAVID J Director A-Award A Common Stock, par value $.01 2,273 63.79 145.0K 4,514 D
2025-04-29 CALIAN PHILIP Director A-Award A Common Stock, par value $.01 2,273 63.79 145.0K 218,233 D
2025-04-29 Burks Derrick Director A-Award A Common Stock, par value $.01 314 63.79 20.0K 9,901 D
2025-04-29 Berkenfield Andrew Director A-Award A Common Stock, par value $.01 2,273 63.79 145.0K 8,259 D
2025-04-25 HENEGHAN THOMAS Director / Officer G-Gift A Common Stock, par value $.01 168 0.00 299,834 I
2025-04-25 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 490 0.00 2,423 D
2025-04-01 Freedman Constance Director A-Award A Common Stock, par value $.01 342 56.70 19.4K 9,270 D
2025-02-04 Waite Patrick Officer F-InKind D Common Stock, par value $.01 1,583 65.29 103.4K 97,205 D
2025-02-04 Seavey Paul Officer F-InKind D Common Stock, par value $.01 1,464 65.29 95.6K 76,025 D
2025-02-04 Perlis Daniel Officer A-Award A Common Stock, par value $.01 4,756 64.97 309.0K 9,512 D
2025-02-04 NADER MARGUERITE M Director / Officer G-Gift D Common Stock, par value $.01 9,691 0.00 235,556 D
2025-02-04 Karp Caroline Officer 0 0.00 0
2025-02-04 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 1,019 65.29 66.5K 88,484 D
2025-02-03 Waite Patrick Officer A-Award A Common Stock, par value $.01 5 55.63 278.15 101,716 D
2025-02-03 Freedman Constance Director A-Award A Common Stock, par value $.01 34 55.63 1.9K 8,928 D
2025-01-31 Waite Patrick Officer F-InKind D Common Stock, par value $.01 1,397 65.16 91.0K 101,711 D
2025-01-31 Seavey Paul Officer F-InKind D Common Stock, par value $.01 1,397 65.16 91.0K 77,489 D
2025-01-31 NADER MARGUERITE M Director / Officer G-Gift D Common Stock, par value $.01 4,442 0.00 245,247 D
2025-01-31 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 762 65.16 49.7K 90,475 D
2025-01-02 Freedman Constance Director A-Award A Common Stock, par value $.01 353 56.61 20.0K 8,894 D
2024-12-20 Peppet Scott R Director G-Gift D Common Stock, par value $.01 3,738 0.00 9,365 D
2024-12-02 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 2,846 0.00 20,798 I
2024-11-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 5 59.60 298.00 104,308 D
2024-11-01 Freedman Constance Director A-Award A Common Stock, par value $.01 29 59.60 1.7K 8,541 D
2024-11-01 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 801 0.00 23,644 I
2024-10-01 Freedman Constance Director A-Award A Common Stock, par value $.01 329 60.64 20.0K 8,512 D
2024-09-17 Seavey Paul Officer S-Sale D Common Stock, par value $.01 31,988 74.83 2.39M 0
2024-09-16 NADER MARGUERITE M Director / Officer S-Sale D Common Stock, par value $.01 33,000 75.52 2.49M 260,936
2024-08-19 Waite Patrick Officer G-Gift A Common Stock, par value $.01 50,566 0.00 50,566
2024-08-16 Waite Patrick Officer S-Sale D Common Stock, par value $.01 20,820 70.23 1.46M 221,777
2024-08-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 6 54.91 329.46 242,597
2024-08-01 Freedman Constance Director A-Award A Common Stock, par value $.01 28 54.91 1.5K 8,183
2024-07-01 Freedman Constance Director A-Award A Common Stock, par value $.01 372 53.74 20.0K 8,155
2024-06-04 Peppet Scott R Director G-Gift D Common Stock, par value $.01 2,500 0.00 13,103
2024-05-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 6 51.25 307.50 242,591
2024-05-01 Peppet Scott R Director A-Award A Common Stock, par value $.01 331 60.29 20.0K 15,603
2024-05-01 Papandreou Radhika Director A-Award A Common Stock, par value $.01 124 60.29 7.5K 2,529
2024-05-01 HENEGHAN THOMAS Director / Officer A-Award A Non-Qualified Stock Option (Right to Buy) 1,660 60.29 100.1K 16,590
2024-05-01 Freedman Constance Director A-Award A Common Stock, par value $.01 26 51.25 1.3K 7,783
2024-05-01 CONTIS DAVID J Director A-Award A Common Stock, par value $.01 2,405 60.29 145.0K 3,175
2024-05-01 CALIAN PHILIP Director A-Award A Common Stock, par value $.01 2,405 60.29 145.0K 215,089
2024-05-01 Burks Derrick Director A-Award A Common Stock, par value $.01 2,405 60.29 145.0K 7,107
2024-05-01 Berkenfield Andrew Director A-Award A Common Stock, par value $.01 2,405 60.29 145.0K 5,862
2024-04-26 HENEGHAN THOMAS Director / Officer G-Gift D Common Stock, par value $.01 168 0.00 101,830
2024-04-26 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 418 0.00 951
2024-04-25 HENEGHAN THOMAS Director / Officer G-Gift A Common Stock, par value $.01 490 0.00 298,004
2024-04-25 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 184 0.00 1,369
2024-04-01 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 229 54.74 12.5K 743,668
2024-04-01 Freedman Constance Director A-Award A Common Stock, par value $.01 297 54.74 16.3K 7,757
2024-02-06 Waite Patrick Officer A-Award A Common Stock, par value $.01 21,433 67.05 1.44M 242,585
2024-02-06 Seavey Paul Officer A-Award A Common Stock, par value $.01 21,433 67.05 1.44M 148,463
2024-02-06 Papandreou Radhika Director 0 0.00 0
2024-02-06 NADER MARGUERITE M Director / Officer A-Award A Common Stock, par value $.01 27,125 67.05 1.82M 293,936
2024-02-06 Eldersveld David P Officer A-Award A Common Stock, par value $.01 14,914 67.05 1,000.0K 91,237
2024-02-06 Drake Larisa Officer A-Award A Common Stock, par value $.01 5,473 67.05 367.0K 43,544
2024-02-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 5 57.54 287.70 221,152
2024-02-01 Freedman Constance Director A-Award A Common Stock, par value $.01 20 57.54 1.2K 7,460
2024-01-30 Waite Patrick Officer F-InKind D Common Stock, par value $.01 1,101 66.88 73.6K 224,858
2024-01-30 Seavey Paul Officer F-InKind D Common Stock, par value $.01 1,464 66.88 97.9K 127,030
2024-01-30 NADER MARGUERITE M Director / Officer F-InKind D Common Stock, par value $.01 1,852 66.88 123.9K 268,663
2024-01-30 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 643 66.88 43.0K 77,671
2024-01-30 Drake Larisa Officer F-InKind D Common Stock, par value $.01 204 66.88 13.6K 38,499
2024-01-26 Waite Patrick Officer F-InKind D Common Stock, par value $.01 924 66.35 61.3K 225,959
2024-01-26 Seavey Paul Officer F-InKind D Common Stock, par value $.01 1,178 66.35 78.2K 132,766
2024-01-26 NADER MARGUERITE M Director / Officer F-InKind D Common Stock, par value $.01 1,447 66.35 96.0K 274,664
2024-01-26 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 755 66.35 50.1K 79,629
2024-01-26 Drake Larisa Officer F-InKind D Common Stock, par value $.01 241 66.35 16.0K 38,954
2024-01-02 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 208 59.96 12.5K 743,439
2024-01-02 Freedman Constance Director A-Award A Common Stock, par value $.01 271 59.96 16.2K 7,440
2023-11-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 5 53.01 265.05 228,062
2023-11-01 Freedman Constance Director A-Award A Common Stock, par value $.01 18 53.01 954.18 7,169
2023-10-25 HENEGHAN THOMAS Director / Officer G-Gift D Common Stock, par value $.01 490 0.00 103,102
2023-10-25 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 490 0.00 2,141
2023-10-02 Seavey Paul Officer A-Award A Common Stock, par value $.01 1 54.15 54.15 133,944
2023-10-02 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 231 54.15 12.5K 743,231
2023-10-02 Freedman Constance Director A-Award A Common Stock, par value $.01 300 54.15 16.2K 7,151
2023-08-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 5 57.09 285.45 228,057
2023-08-01 Freedman Constance Director A-Award A Common Stock, par value $.01 15 57.09 856.35 6,851
2023-07-28 HENEGHAN THOMAS Director / Officer G-Gift D Common Stock, par value $.01 200 0.00 103,592
2023-07-28 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 200 0.00 20,982
2023-07-03 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 232 53.92 12.5K 743,000
2023-07-03 Freedman Constance Director A-Award A Common Stock, par value $.01 301 53.92 16.2K 6,836
2023-05-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 5 56.58 282.90 228,052
2023-05-01 Freedman Constance Director A-Award A Common Stock, par value $.01 13 56.58 735.54 6,535
2023-04-27 HENEGHAN THOMAS Director / Officer G-Gift A Common Stock, par value $.01 485 0.00 296,824
2023-04-27 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 97 0.00 2,831
2023-04-26 HENEGHAN THOMAS Director / Officer G-Gift D Common Stock, par value $.01 166 0.00 104,471
2023-04-26 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 418 0.00 3,653
2023-04-25 ZELL SAMUEL Director / Officer A-Award A Common Stock, par value $.01 110 68.01 7.5K 132,366
2023-04-25 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 110 68.01 7.5K 742,768
2023-04-25 Peppet Scott R Director A-Award A Common Stock, par value $.01 1,470 68.01 100.0K 12,573
2023-04-25 HENEGHAN THOMAS Director / Officer A-Award A Common Stock, par value $.01 1,470 68.01 100.0K 104,467
2023-04-25 Freedman Constance Director A-Award A Non-Qualified Stock Option (Right to Buy) 7,350 68.01 499.9K 31,530
2023-04-25 CONTIS DAVID J Director A-Award A Common Stock, par value $.01 1,470 68.01 100.0K 3,593
2023-04-25 CALIAN PHILIP Director A-Award A Common Stock, par value $.01 588 68.01 40.0K 211,876
2023-04-25 Burks Derrick Director A-Award A Common Stock, par value $.01 1,470 68.01 100.0K 4,518
2023-04-25 Berkenfield Andrew Director A-Award A Common Stock, par value $.01 110 68.01 7.5K 3,457
2023-04-03 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 222 56.34 12.5K 741,188
2023-04-03 Freedman Constance Director A-Award A Common Stock, par value $.01 288 56.34 16.2K 6,522
2023-02-22 ZELL SAMUEL Director / Officer J-Other A Common Stock, par value $.01 93,333 0.00 116,428
2023-02-08 Seavey Paul Officer G-Gift A Common Stock, par value $.01 31,988 0.00 31,988
2023-02-07 Waite Patrick Officer A-Award A Common Stock, par value $.01 19,819 72.51 1.44M 228,047
2023-02-07 Seavey Paul Officer A-Award A Common Stock, par value $.01 19,819 72.51 1.44M 165,931
2023-02-07 NADER MARGUERITE M Director / Officer A-Award A Common Stock, par value $.01 25,083 72.51 1.82M 276,111
2023-02-07 Eldersveld David P Officer A-Award A Common Stock, par value $.01 13,791 72.51 1,000.0K 80,384
2023-02-07 Drake Larisa Officer A-Award A Common Stock, par value $.01 4,372 72.51 317.0K 39,482
2023-02-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 4 54.56 218.24 208,228
2023-02-01 Freedman Constance Director A-Award A Common Stock, par value $.01 10 54.56 545.60 6,234
2023-01-31 Waite Patrick Officer F-InKind D Common Stock, par value $.01 1,515 67.65 102.5K 209,620
2023-01-31 Seavey Paul Officer F-InKind D Common Stock, par value $.01 1,514 67.65 102.4K 147,508
2023-01-31 NADER MARGUERITE M Director / Officer F-InKind D Common Stock, par value $.01 1,767 67.65 119.5K 251,028
2023-01-31 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 584 67.65 39.5K 67,908
2023-01-31 Drake Larisa Officer F-InKind D Common Stock, par value $.01 211 67.65 14.3K 35,557
2023-01-27 Waite Patrick Officer F-InKind D Common Stock, par value $.01 1,101 68.49 75.4K 213,015
2023-01-27 Seavey Paul Officer F-InKind D Common Stock, par value $.01 924 68.49 63.3K 149,978
2023-01-27 NADER MARGUERITE M Director / Officer F-InKind D Common Stock, par value $.01 1,169 68.49 80.1K 256,511
2023-01-27 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 643 68.49 44.0K 68,492
2023-01-27 Drake Larisa Officer F-InKind D Common Stock, par value $.01 203 68.49 13.9K 35,768
2023-01-03 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 241 54.91 13.2K 740,966
2023-01-03 Freedman Constance Director A-Award A Common Stock, par value $.01 296 54.91 16.3K 6,224
2022-11-04 ZELL SAMUEL Director J-Other A Common Stock, par value $.01 133,036 0.00 144,095
2022-11-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 5 54.29 271.45 215,142
2022-11-01 Freedman Constance Director A-Award A Common Stock, par value $.01 8 54.29 434.32 5,928
2022-10-26 HENEGHAN THOMAS Officer G-Gift A Common Stock, par value $.01 418 0.00 295,561
2022-10-26 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 418 0.00 19,542
2022-10-03 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 248 53.41 13.2K 740,725
2022-10-03 Freedman Constance Director A-Award A Common Stock, par value $.01 257 53.41 13.7K 5,920
2022-08-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 4 61.08 244.32 215,137
2022-08-01 Freedman Constance Director A-Award A Common Stock, par value $.01 5 61.08 305.40 5,663
2022-07-28 HENEGHAN THOMAS Director / Officer G-Gift D Common Stock, par value $.01 499 0.00 103,615
2022-07-28 CONTIS DAVID J Director G-Gift D Common Stock, par value $.01 200 0.00 2,541
2022-07-01 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 222 59.90 13.3K 740,477
2022-07-01 Freedman Constance Director A-Award A Common Stock, par value $.01 272 59.90 16.3K 5,658
2022-05-02 Waite Patrick Officer A-Award A Common Stock, par value $.01 4 65.69 262.76 215,133
2022-05-02 Freedman Constance Director A-Award A Common Stock, par value $.01 3 65.69 197.07 5,386
2022-04-30 HENEGHAN THOMAS Officer G-Gift A Common Stock, par value $.01 228 0.00 294,444
2022-04-30 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 230 0.00 18,425
2022-04-27 HENEGHAN THOMAS Director / Officer G-Gift A Common Stock, par value $.01 194 0.00 294,216
2022-04-27 CONTIS DAVID J Director G-Gift A Common Stock, par value $.01 97 0.00 18,013
2022-04-26 ZELL SAMUEL Officer A-Award A Common Stock, par value $.01 94 79.72 7.5K 271,656
2022-04-26 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 1,254 79.72 100.0K 740,161
2022-04-26 Peppet Scott R Director A-Award A Common Stock, par value $.01 1,254 79.72 100.0K 10,852
2022-04-26 HENEGHAN THOMAS Director / Officer A-Award A Common Stock, par value $.01 1,254 79.72 100.0K 104,519
2022-04-26 Freedman Constance Director A-Award A Non-Qualified Stock Option (Right to Buy) 6,270 0.00 23,240
2022-04-26 CONTIS DAVID J Director A-Award A Common Stock, par value $.01 1,254 79.72 100.0K 3,826
2022-04-26 CALIAN PHILIP Director A-Award A Common Stock, par value $.01 1,254 79.72 100.0K 208,626
2022-04-26 Burks Derrick Director A-Award A Common Stock, par value $.01 157 79.72 12.5K 3,048
2022-04-26 Berkenfield Andrew Director A-Award A Common Stock, par value $.01 94 79.72 7.5K 1,877
2022-04-01 ROSENBERG SHELI Z Director A-Award A Common Stock, par value $.01 208 63.44 13.2K 738,907
2022-04-01 Freedman Constance Director A-Award A Common Stock, par value $.01 256 63.44 16.2K 5,383
2022-03-31 MAYNARD ROGER Director D-Return D Common Stock, par value $.01 11,881 0.00 257,339
2022-02-08 Waite Patrick Officer A-Award A Common Stock, par value $.01 18,909 76.00 1.44M 215,129
2022-02-08 Seavey Paul Officer A-Award A Common Stock, par value $.01 18,909 76.00 1.44M 153,029
2022-02-08 NADER MARGUERITE M Director / Officer A-Award A Common Stock, par value $.01 23,931 76.00 1.82M 260,330
2022-02-08 Eldersveld David P Officer A-Award A Common Stock, par value $.01 13,158 76.00 1.00M 70,466
2022-02-08 Drake Larisa Officer A-Award A Common Stock, par value $.01 4,171 76.00 317.0K 36,508
2022-02-01 Waite Patrick Officer A-Award A Common Stock, par value $.01 3 66.55 199.65 196,220
2022-02-01 Freedman Constance Director A-Award A Common Stock, par value $.01 1 66.55 66.55 5,127
2022-01-31 Waite Patrick Officer F-InKind D Common Stock, par value $.01 1,664 77.22 128.5K 204,448
2022-01-31 Seavey Paul Officer F-InKind D Common Stock, par value $.01 1,445 77.22 111.6K 139,244
2022-01-31 NADER MARGUERITE M Director / Officer F-InKind D Common Stock, par value $.01 2,437 77.22 188.2K 236,399
2022-01-31 MAYNARD ROGER Officer F-InKind D Common Stock, par value $.01 708 77.22 54.7K 271,560
2022-01-31 Eldersveld David P Officer F-InKind D Common Stock, par value $.01 883 77.22 68.2K 59,048

Executive team

Top executives
EBIT / Employee
104.9K
Shares Outstanding
193.94M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Marguerite Nader Vice Chairman and Chief Executive Officer 683.2K 1.81M 1.49M 14.0K 4.00M 45.31%
2 2025 Patrick Waite President and Chief Operating Officer 450.1K 250.0K 1.43M 745.9K 14.0K 2.89M 49.54%
3 2025 Paul Seavey Executive Vice President and Chief Financial Officer 450.1K 1.43M 745.9K 14.0K 2.64M 54.23%
4 2025 David Eldersveld Executive Vice President, Chief Legal Officer and Corporate Secretary 450.1K 150.0K 997.5K 745.9K 14.0K 2.36M 42.31%
5 2024 Marguerite Nader President and Chief Executive Officer 688.4K 1.76M 1.78M 13.8K 4.24M 41.53%
6 2024 Marguerite Nader Vice Chairman and Chief Executive Officer 688.4K 1.76M 1.78M 13.8K 4.24M 41.53%
7 2024 Patrick Waite Executive Vice President and Chief Operating Officer 453.5K 1.39M 925.2K 13.8K 2.78M 49.97%
8 2024 Paul Seavey Executive Vice President and Chief Financial Officer 453.5K 1.39M 925.2K 13.8K 2.78M 49.97%
9 2024 Patrick Waite President and Chief Operating Officer 453.5K 1.39M 925.2K 13.8K 2.78M 49.97%
10 2024 David Eldersveld Executive Vice President, Chief Legal Officer and Corporate Secretary 453.5K 967.8K 925.2K 13.8K 2.36M 41.00%
11 2023 Marguerite Nader President and Chief Executive Officer 641.6K 1.85M 1.76M 13.2K 4.26M 43.34%
12 2023 Marguerite Nader Vice Chairman and Chief Executive Officer 641.6K 1.85M 1.76M 13.2K 4.26M 43.34%
13 2023 Patrick Waite President and Chief Operating Officer 422.7K 1.46M 916.9K 13.2K 2.81M 51.89%
14 2023 Patrick Waite Executive Vice President and Chief Operating Officer 422.7K 1.46M 916.9K 13.2K 2.81M 51.89%
15 2023 Paul Seavey Executive Vice President and Chief Financial Officer 422.7K 1.46M 916.9K 13.2K 2.81M 51.89%
16 2023 David Eldersveld Executive Vice President, Chief Legal Officer and Corporate Secretary 422.7K 991.9K 916.9K 13.2K 2.34M 42.30%
17 2022 Marguerite Nader President and Chief Executive Officer 617.0K 1.89M 1.55M 12.2K 4.06M 46.45%
18 2022 Paul Seavey Executive Vice President and Chief Financial Officer 406.5K 1.49M 810.6K 12.2K 2.72M 54.81%
19 2022 Patrick Waite Executive Vice President and Chief Operating Officer 406.5K 1.49M 810.6K 12.2K 2.72M 54.81%
20 2022 David Eldersveld Executive Vice President, Chief Legal Officer and Corporate Secretary 406.5K 992.3K 810.6K 12.2K 2.22M 44.66%
21 2022 David Eldersveld Executive Vice President, Chief Legal Officer and Secretary 406.5K 992.3K 810.6K 12.2K 2.22M 44.66%
22 2022 Roger Maynard Executive Vice President - Investments 153.6K 153.6K 0.00%
23 2021 Marguerite Nader President and Chief Executive Officer 600.0K 1.83M 1.70M 11.6K 4.14M 44.13%
24 2021 Paul Seavey Executive Vice President and Chief Financial Officer 395.3K 1.46M 849.9K 11.6K 2.71M 53.66%
25 2021 Patrick Waite Executive Vice President and Chief Operating Officer 395.3K 1.46M 849.9K 11.6K 2.71M 53.66%
26 2021 David Eldersveld Executive Vice President, Chief Legal Officer and Secretary 395.3K 860.8K 849.9K 11.6K 2.12M 40.65%
27 2021 David Eldersveld Executive Vice President, Chief Legal Officer and Corporate Secretary 395.3K 860.8K 849.9K 11.6K 2.12M 40.65%
28 2021 Roger Maynard Executive Vice President - Investments 395.3K 802.5K 849.9K 11.6K 2.06M 38.97%
29 2020 Marguerite Nader President and Chief Executive Officer 586.5K 2.09M 1.17M 11.4K 3.86M 54.29%
30 2020 Paul Seavey Executive Vice President and Chief Financial Officer 387.6K 1.68M 584.1K 11.4K 2.67M 63.12%
31 2020 Patrick Waite Executive Vice President and Chief Operating Officer 387.6K 1.68M 584.1K 11.4K 2.67M 63.12%
32 2020 Roger Maynard Executive Vice President - Investments 387.6K 926.3K 584.1K 11.4K 1.91M 48.51%
33 2019 Marguerite Nader President and Chief Executive Officer 575.0K 1.53M 1.13M 11.2K 3.24M 47.21%
34 2019 Paul Seavey Executive Vice President and Chief Financial Officer 380.0K 1.26M 565.3K 11.2K 2.22M 56.85%
35 2019 Patrick Waite Executive Vice President and Chief Operating Officer 380.0K 1.26M 565.3K 11.2K 2.22M 56.85%
36 2019 Roger Maynard Executive Vice President - Investments 380.0K 693.6K 565.3K 11.2K 1.65M 42.03%
37 2018 Marguerite Nader President and Chief Executive Officer 400.0K 2.75M 995.0K 11.0K 4.16M 66.18%
38 2018 Patrick Waite Executive Vice President and Chief Operating Officer 370.0K 2.26M 699.5K 11.0K 3.34M 67.63%
39 2018 Paul Seavey Executive Vice President and Chief Financial Officer 370.0K 2.26M 699.5K 11.0K 3.34M 67.63%
40 2018 Paul Seavey Executive Vice President, Chief Financial Officer and Treasurer 370.0K 2.26M 699.5K 11.0K 3.34M 67.63%
41 2018 Roger Maynard Executive Vice President - Investments 370.0K 1.23M 699.5K 11.0K 2.31M 53.33%
42 2017 Marguerite Nader President and Chief Executive Officer 400.0K 1.60M 794.0K 10.8K 2.80M 57.01%
43 2017 Paul Seavey Executive Vice President and Chief Financial Officer 360.0K 1.31M 536.0K 10.8K 2.21M 59.04%
44 2017 Paul Seavey Executive Vice President, Chief Financial Officer and Treasurer 360.0K 1.31M 536.0K 10.8K 2.21M 59.04%
45 2017 Patrick Waite Executive Vice President and Chief Operating Officer 360.0K 1.31M 536.0K 10.8K 2.21M 59.04%
46 2017 Roger Maynard Executive Vice President - Investments 360.0K 726.1K 536.0K 10.8K 1.63M 44.47%
47 2016 Marguerite Nader President and Chief Executive Officer 400.0K 1.48M 724.0K 10.6K 2.62M 56.66%
48 2016 Patrick Waite Executive Vice President and Chief Operating Officer 360.0K 1.21M 488.7K 10.6K 2.07M 58.55%
49 2016 Paul Seavey Executive Vice President, Chief Financial Officer and Treasurer 360.0K 1.21M 488.7K 10.6K 2.07M 58.55%
50 2016 Roger Maynard Executive Vice President - Investments 360.0K 674.2K 488.7K 10.6K 1.53M 43.96%
51 2015 Marguerite Nader President and Chief Executive Officer 385.0K 1.21M 758.5K 10.4K 2.36M 51.16%
52 2015 Paul Seavey Executive Vice President, Chief Financial Officer and Treasurer 350.0K 988.7K 517.1K 10.4K 1.87M 52.98%
53 2015 Patrick Waite Executive Vice President and Chief Operating Officer 350.0K 988.7K 517.1K 10.4K 1.87M 52.98%
54 2015 Roger Maynard Executive Vice President - Investments 350.0K 988.7K 517.1K 10.4K 1.87M 52.98%
55 2014 Marguerite Nader President and Chief Executive Officer 375.0K 1.19M 585.0K 10.4K 2.16M 55.15%
56 2014 Roger Maynard Executive Vice President - Asset Management 311.4K 965.8K 416.4K 10.4K 1.70M 56.68%
57 2014 Roger Maynard Executive Vice President - Investments 311.4K 965.8K 416.4K 10.4K 1.70M 56.68%
58 2014 Paul Seavey Executive Vice President, Chief Financial Officer and Treasurer 311.4K 852.2K 416.4K 10.4K 1.59M 53.58%
59 2014 Patrick Waite Executive Vice President and Chief Operating Officer 350.0K 681.8K 468.0K 10.4K 1.51M 45.14%
60 2013 Marguerite Nader President and Chief Executive Officer 375.0K 1.03M 557.8K 10.2K 1.97M 52.24%
61 2013 Roger Maynard Executive Vice President - Investments 311.4K 816.3K 397.1K 10.2K 1.54M 53.18%
62 2013 Roger Maynard Executive Vice President - Asset Management 311.4K 816.3K 397.1K 10.2K 1.54M 53.18%
63 2013 Paul Seavey Executive Vice President, Chief Financial Officer and Treasurer 311.4K 576.2K 397.1K 10.2K 1.29M 44.50%
64 2013 Patrick Waite Executive Vice President and Chief Operating Officer 350.0K 216.1K 446.3K 10.2K 1.02M 21.13%
65 2013 Patrick Waite Executive Vice President - Property Operations 350.0K 216.1K 446.3K 10.2K 1.02M 21.13%
66 2013 Thomas Heneghan Former Chief Executive Officer 33.0K 167.1K 41.3K 241.4K 69.24%
67 2012 Thomas Heneghan Former Chief Executive Officer 382.5K 1.29M 764.9K 10.6K 2.44M 52.61%
68 2012 Thomas Heneghan Former Chief Executive Officer & Director 382.5K 1.29M 764.9K 10.6K 2.44M 52.61%
69 2012 Ellen Kelleher Former Executive Vice President - Property Mgt. 1.57M 10.6K 1.58M 0.00%
70 2012 Marguerite Nader President and Chief Executive Officer 311.4K 794.9K 410.4K 10.0K 1.53M 52.07%
71 2012 Roger Maynard Executive Vice President - Asset Management 311.4K 794.9K 350.4K 10.0K 1.47M 54.20%
72 2012 Seth Rosenberg Former Senior Vice Presdent - Sales and Marketing 300.0K 491.0K 150.0K 10.6K 951.6K 51.60%
73 2012 Paul Seavey Senior Vice President and Chief Financial Officer 268.6K 70.1K 383.6K 10.0K 732.4K 9.58%
74 2012 Paul Seavey Executive Vice President, Chief Financial Officer and Treasurer 268.6K 70.1K 383.6K 10.0K 732.4K 9.58%
75 2011 Thomas Heneghan Former Chief Executive Officer 382.5K 1.06M 650.2K 10.4K 2.10M 50.30%
76 2011 Thomas Heneghan Former Chief Executive Officer & Director 382.5K 1.06M 650.2K 10.4K 2.10M 50.30%
77 2011 Thomas Heneghan President, Chief Executive Officer & Director 382.5K 1.05M 650.2K 10.4K 2.09M 50.11%
78 2011 Ellen Kelleher Former Executive Vice President - Property Mgt. 311.4K 650.5K 397.1K 10.4K 1.37M 47.50%
79 2011 Ellen Kelleher Executive Vice President - Property Management 311.4K 650.5K 397.1K 10.4K 1.37M 47.50%
80 2011 Marguerite Nader Executive Vice President & Chief Financial Officer 311.4K 650.5K 397.1K 9.8K 1.37M 47.52%
81 2011 Marguerite Nader President and Chief Executive Officer 311.4K 650.5K 397.1K 9.8K 1.37M 47.52%
82 2011 Roger Maynard Executive Vice President - Asset Management 311.4K 650.5K 397.1K 9.8K 1.37M 47.52%
83 2011 Seth Rosenberg Senior Vice President - Sales & Marketing 300.0K 401.8K 382.5K 10.4K 1.09M 36.70%
84 2011 Seth Rosenberg Former Senior Vice Presdent - Sales and Marketing 300.0K 401.8K 382.5K 10.4K 1.09M 36.70%
85 2011 Michael Berman Former Executive Vice President & Chief Financial Officer 308.1K 600.00 308.7K 0.00%
86 2011 Joe McAdams Former President 25.0K 25.0K 0.00%
87 2010 Thomas Heneghan Former Chief Executive Officer & Director 382.5K 914.8K 674.1K 10.4K 1.98M 46.16%
88 2010 Thomas Heneghan President, Chief Executive Officer & Director 382.5K 898.2K 674.1K 10.4K 1.97M 45.71%
89 2010 Joe McAdams Former President 300.0K 640.4K 881.3K 9.8K 1.83M 34.97%
90 2010 Ellen Kelleher Executive Vice President - Property Management 311.4K 558.3K 457.4K 10.4K 1.34M 41.74%
91 2010 Ellen Kelleher Former Executive Vice President - Property Mgt. 311.4K 558.3K 457.4K 10.4K 1.34M 41.74%
92 2010 Michael Berman Executive Vice President & Chief Financial Officer 311.4K 558.3K 457.1K 10.4K 1.34M 41.75%
93 2010 Michael Berman Former Executive Vice President & Chief Financial Officer 311.4K 558.3K 457.1K 10.4K 1.34M 41.75%
94 2010 Marguerite Nader Executive Vice President - New Business Development 311.4K 558.3K 456.8K 9.8K 1.34M 41.78%
95 2010 Marguerite Nader Executive Vice President & Chief Financial Officer 311.4K 558.3K 456.8K 9.8K 1.34M 41.78%
96 2010 Marguerite Nader President and Chief Executive Officer 311.4K 558.3K 456.8K 9.8K 1.34M 41.78%
97 2010 Roger Maynard Executive Vice President - Asset Management 311.4K 558.3K 455.5K 9.8K 1.33M 41.82%
98 2009 Thomas Heneghan President, Chief Executive Officer & Director 382.5K 809.1K 573.7K 10.4K 1.78M 45.57%
99 2009 Joe McAdams Former President 300.0K 426.0K 693.0K 9.8K 1.43M 29.82%
100 2009 Roger Maynard Executive Vice President - Asset Management 311.4K 549.2K 395.5K 9.8K 1.27M 43.38%
101 2009 Ellen Kelleher Executive Vice President - Property Management 311.4K 457.7K 406.0K 10.4K 1.19M 38.60%
102 2009 Michael Berman Former Executive Vice President & Chief Financial Officer 311.4K 457.7K 392.0K 10.4K 1.17M 39.07%
103 2009 Michael Berman Executive Vice President & Chief Financial Officer 311.4K 457.7K 392.0K 10.4K 1.17M 39.07%
104 2009 Marguerite Nader Executive Vice President & Chief Financial Officer 311.4K 366.1K 411.9K 9.8K 1.10M 33.31%
105 2009 Marguerite Nader Executive Vice President - New Business Development 311.4K 366.1K 411.9K 9.8K 1.10M 33.31%
106 2009 Thomas Heneghan Chief Executive Officer 382.5K 76.3K 573.7K 10.4K 1.04M 7.32%
107 2009 Joe McAdams President 300.0K 693.0K 9.8K 1.00M 0.00%
108 2009 Marguerite Nader Executive Vice President - Sales & Marketing 311.4K 370.2K 9.8K 691.4K 0.00%
109 2008 Joe McAdams President 300.0K 1.28M 720.0K 9.2K 2.31M 55.39%
110 2008 Joe B. McAdams President 300.0K 876.0K 720.0K 9.2K 1.91M 45.98%
111 2008 Joe McAdams Former President 300.0K 852.0K 720.0K 9.2K 1.88M 45.29%
112 2008 Thomas P. Heneghan Chief Executive Officer 382.5K 775.2K 24.2K 611.9K 9.8K 1.80M 44.32%
113 2008 Thomas Heneghan President, Chief Executive Officer & Director 382.5K 775.2K 611.9K 9.8K 1.78M 43.57%
114 2008 Roger A. Maynard Executive Vice President - Asset Management 311.4K 549.2K 437.3K 9.2K 1.31M 42.02%
115 2008 Roger Maynard Executive Vice President - Asset Management 311.4K 549.2K 420.6K 9.2K 1.29M 42.56%
116 2008 Michael B. Berman Executive Vice President & Chief Financial Officer 311.4K 457.7K 437.2K 9.8K 1.22M 37.64%
117 2008 Ellen Kelleher Executive Vice President - Property Management 311.4K 457.7K 422.5K 9.8K 1.20M 38.10%
118 2008 Michael Berman Executive Vice President & Chief Financial Officer 311.4K 457.7K 420.5K 9.8K 1.20M 38.16%
119 2008 Thomas Heneghan Chief Executive Officer 382.5K 96.7K 611.9K 9.8K 1.10M 8.78%
120 2008 Marguerite Nader Executive Vice President - New Business Development 257.5K 366.1K 365.2K 9.2K 998.0K 36.69%
121 2008 Marguerite Nader Executive Vice President - Sales & Marketing 257.5K 323.5K 9.2K 590.2K 0.00%
122 2007 Thomas P. Heneghan Chief Executive Officer 371.3K 732.3K 38.9K 568.1K 9.8K 1.72M 44.83%
123 2007 Roger A. Maynard Executive Vice President & Chief Operating Officer 302.4K 549.2K 388.7K 9.2K 1.25M 43.95%
124 2007 Roger A. Maynard Executive Vice President - Asset Management 302.4K 549.2K 388.7K 9.2K 1.25M 43.95%
125 2007 Ellen Kelleher Executive Vice President, General Counsel &Secretary 302.4K 457.7K 409.1K 9.8K 1.18M 38.82%
126 2007 Michael B. Berman Executive Vice President & Chief Financial Officer 302.4K 457.7K 388.7K 9.8K 1.16M 39.50%
127 2007 Thomas Heneghan Chief Executive Officer 371.3K 44.7K 568.1K 9.8K 993.9K 4.50%
128 2007 Marguerite Nader Senior Vice President of New Business Development 250.0K 366.1K 329.4K 9.2K 954.7K 38.35%
129 2007 Ellen Kelleher Executive Vice President - Property Management 302.4K 485.6K 9.8K 797.7K 0.00%
130 2007 Michael Berman Executive Vice President & Chief Financial Officer 302.4K 465.2K 9.8K 777.3K 0.00%
131 2007 Roger Maynard Executive Vice President - Asset Management 302.4K 465.2K 9.2K 776.7K 0.00%
132 2007 Marguerite Nader Executive Vice President - Sales & Marketing 250.0K 411.9K 9.2K 671.1K 0.00%
133 2006 Thomas P. Heneghan President, Chief Executive Officer & Director 360.5K 490.7K 33.9K 357.4K 9.4K 1.25M 41.90%
134 2006 Thomas P. Heneghan Chief Executive Officer 360.5K 490.7K 33.9K 357.4K 9.4K 1.25M 41.90%
135 2006 Roger A. Maynard Executive Vice President & Chief Operating Officer 293.6K 368.0K 194.0K 8.8K 864.3K 42.58%
136 2006 Roger A. Maynard Executive Vice President - Asset Management 293.6K 368.0K 194.0K 8.8K 864.3K 42.58%
137 2006 Ellen Kelleher Executive Vice President, General Counsel & Secretary 293.6K 306.7K 194.0K 9.4K 803.6K 38.16%
138 2006 Ellen Kelleher Executive Vice President - Property Management 293.6K 306.7K 194.0K 9.4K 803.6K 38.16%
139 2006 Michael B. Berman Executive Vice President & Chief Financial Officer 293.6K 306.7K 194.0K 9.4K 803.6K 38.16%
140 2006 Ellen Kelleher Executive Vice President, General Counsel &Secretary 293.6K 306.7K 194.0K 9.4K 803.6K 38.16%
141 2006 Marguerite Nader Senior Vice President of New Business Development 180.3K 50.0K 92.0K 116.7K 8.8K 447.7K 20.55%
142 2006 Marguerite Nader Executive Vice President - Sales & Marketing 180.3K 50.0K 92.0K 116.7K 8.8K 447.7K 20.55%
143 2006 Marguerite Nader Vice President of New Business Development 180.3K 50.0K 92.0K 116.7K 8.8K 447.7K 20.55%
144 2005 Thomas P. Heneghan President, Chief Executive Officer, Director and Member of Management Committee 350.0K 565.0K 8.4K 923.4K 0.00%
145 2005 Roger A. Maynard Executive Vice President, Chief Operating Officer and Member of Management Committee 285.0K 271.0K 8.4K 564.4K 0.00%
146 2005 Michael B. Berman Executive Vice President, Chief Financial Officer and Member of Management Committee 285.0K 271.0K 8.4K 564.4K 0.00%
147 2005 Ellen Kelleher Executive Vice President, General Counsel, Secretary and Member of Management Committee 285.0K 271.0K 8.4K 564.4K 0.00%
148 2005 Marguerite Nader Vice President of New Business Development and Member of Management Committee 155.5K 205.0K 6.2K 366.7K 0.00%
149 2004 Thomas P. Heneghan President, Chief Executive Officer, Director and Member of Management Committee 275.4K 471.9K 1.47M 12.3K 2.23M 65.96%
150 2004 Roger A. Maynard Executive Vice President, Chief Operating Officer and Member of Management Committee 257.0K 361.0K 1.10M 12.3K 1.73M 63.66%
151 2004 Michael B. Berman Executive Vice President, Chief Financial Officer and Member of Management Committee 257.0K 361.0K 920.0K 12.3K 1.55M 59.34%
152 2004 Ellen Kelleher Executive Vice President, General Counsel, Secretary and Member of Management Committee 257.0K 361.0K 920.0K 12.3K 1.55M 59.34%
153 2004 Marguerite Nader Vice President of New Business Development and Member of Management Committee 135.0K 56.5K 276.0K 11.8K 479.3K 57.58%
154 2003 Ellen Kelleher Executive Vice President, General Counsel, Secretary and Member of Management Committee 252.0K 150.0K 8.0K 410.0K 0.00%
155 2003 Roger A. Maynard Executive Vice President, Chief Operating Officer and Member of Management Committee 175.0K 150.0K 8.0K 333.0K 0.00%
156 2003 Thomas P. Heneghan President, Chief Executive Officer, Director and Member of Management Committee 270.0K 8.0K 278.0K 0.00%
157 2003 Marguerite Nader Vice President of New Business Development and Member of Management Committee 132.4K 40.0K 6.9K 179.2K 0.00%
158 2003 Michael B. Berman Executive Vice President, Chief Financial Officer and Member of Management Committee 61.1K 50.0K 111.1K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-17 DEFA14A
2026-03-17 DEF 14A
2025-03-18 DEFA14A
2025-03-18 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-27 8-K
2026-05-15 SC 13G/A
2026-05-05 4
2026-05-05 4
2026-05-04 8-K
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4
2026-04-30 4

Executive team

NameTitleCompensationGender
Marguerite Nader Chief Executive Officer & Non-Independent Vice Chairman 2M female
Patrick Waite President & Chief Operating Officer 1M male
David Eldersveld Executive Vice President, Chief Legal Officer & Corporate Secretary 1M male
Paul Seavey Executive Vice President & Chief Financial Officer 1M male
Joseph McAdams President of Subsidiary 25.0K male
Kimberley Dillard Executive Assistant female
Michael Bailey Senior Vice President of Investments male
Caroline D. Karp Senior Vice President & Chief Accounting Officer female
ESG Rating
B
REIT - RESIDENTIAL
Rank: 8 out of 26
2019
E (Environmental)
65.2 / 66.6
Company / Sector avg.
S (Social)
70.2 / 64.9
Company / Sector avg.
G (Governance)
74.2 / 67.8
Company / Sector avg.
ESG Total
69.9 / 66.4
Company / Sector avg.
ESG Score History REIT - RESIDENTIAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2024-05-03 2024-06-14 Tommy Tuberville AL Joint Sale (Full) $1,001 - $15,000
2022-10-06 2022-11-10 Tommy Tuberville AL Joint Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-07-11 2025-08-20 Ritchie Torres NY15 Sale (Full) $1,001 - $15,000
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
2024-09-26 2025-08-20 Ritchie Torres NY15 Purchase $1,001 - $15,000
2023-03-24 2023-04-07 Ro Khanna CA17 Purchase $1,001 - $15,000
2022-11-03 2022-12-06 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2022-05-23 2022-06-10 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2022-02-17 2022-03-08 Ro Khanna CA17 Spouse Sale $15,001 - $50,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits