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EVERTEC, Inc. (EVTC)

USD30.05 +0.98 (+3.37%)
US NYSE Technology Software - Infrastructure
Address Cupey Center Building 926
San Juan, PR, US
CEO Morgan Schuessler Jr.
IPO 2013-04-12
CIK 1559865 ISIN PR30040P1032

Explore sections of this company profile

Description

EVERTEC, Inc. specializes in transaction processing services, with a strong presence throughout Latin America and the Caribbean. The company's operations are divided into distinct segments: Payment Services for Puerto Rico & the Caribbean, Payment Services for Latin America, Merchant Acquiring, Business Solutions, and Corporate & Other. Among its core offerings are merchant acquiring services, which enable both brick-and-mortar and online businesses to securely accept and process various electronic payment options, such as debit, credit, prepaid, and Electronic Benefit Transfer (EBT) cards. EVERTEC also delivers extensive payment processing solutions designed to assist financial institutions and other issuers in managing and facilitating credit, debit, prepaid, automated teller machine (ATM), and EBT card programs. This includes critical functions like credit and debit card processing, transaction authorization and settlement, and advanced fraud detection and control mechanisms, alongside specific EBT services. Additionally, the company provides a suite of business process management (BPM) solutions. These offerings encompass services such as core bank processing, network hosting and management, IT consulting, business process outsourcing, item and cash processing, and fulfillment solutions, serving financial institutions, corporate enterprises, and government bodies. A key asset for EVERTEC is its ownership and operation of the ATH network, which serves as both an ATM and a PIN debit network. The company manages a sophisticated system of electronic payment networks capable of processing approximately three billion transactions annually. Services are primarily distributed through a dedicated direct sales force. Its broad clientele includes financial institutions, merchants, corporations, and government agencies. EVERTEC, Inc. was founded in 1988 and is headquartered in San Juan, Puerto Rico.

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
USD30.05 +0.98 (+3.37%)
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Volume Profile
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Liquidity & share structure
Average Volume
604.6K
Beta
0.74
Float Shares
60.96M
Free Float %
98.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+4.13% +2.44% -17.26% -9.07% -18.55% -17.60% -34.35% -32.12% -45.17% +76.90% +17.27%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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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 (18 ratings, all time) Buy
Price Targets & DCF
Current price
30.05
Low 34.00 +13.1%
Consensus 34.00 +13.1%
Median 34.00 +13.1%
High 34.00 +13.1%
DCF (Unlevered) 109.66 +264.9%
DCF (Levered) 79.41 +164.3%

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) 50% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 1 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
39.00
+29.8%
All Time 3
34.00
+13.1%
Quality scores
Altman Z-Score
1.85
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Software - Infrastructure: +13.7%
    +10.2% Q1'26: +8.4% (vs Q1'25)
  • EPS growth Software - Infrastructure: +28.7%
    +27.2% Q1'26: -24.0% (vs Q1'25)
  • FCF margin FCF growth · Software - Infrastructure: +32.2%
    +12.6% Q1'26: +10.0% (vs Q1'25)
  • EBIT margin Software - Infrastructure: +8.8%
    +23.9% Q1'26: +18.0% (vs Q1'25)
  • ROIC Software - Infrastructure: +6.6%
    +13.6% Q1'26: +9.5% (vs Q1'25)
  • Share dilution Software - Infrastructure: +0.0%
    -1.0% Q1'26: -3.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Software - Infrastructure: -1.06×
    3.28× Q1'26: 3.41× (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 (0.81) × ERP
WACC = 62% × Ke + 38% × Kd (6.0%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 111.20 Current price: 30.05
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 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
5 Rev. Ana.
4 EPS Ana.
Dec 2027
5 Rev. Ana.
4 EPS Ana.
Dec 2028
4 Rev. Ana.
3 EPS Ana.
Revenue
361.13M
est: 361.65M (-0.1%)
372.88M
est: 372.16M (+0.2%)
389.51M
est: 384.82M (+1.2%)
407.14M
est: 397.23M (+2.5%)
453.87M
est: 450.16M (+0.8%)
487.37M
est: 481.73M (+1.2%)
510.59M
est: 509.76M (+0.2%)
589.80M
est: 580.81M (+1.5%)
618.41M
est: 611.63M (+1.1%)
694.71M
est: 785.12M (-11.5%)
845.49M
est: 844.22M (+0.1%)
931.82M
est: 923.80M (+0.9%)
1.07B
1.05B – 1.10B
+15.8% YoY
1.16B
1.13B – 1.20B
+8.4% YoY
1.24B
1.23B – 1.25B
+6.9% YoY
EBITDA
166.82M
est: 166.87M (0.0%)
171.28M
est: 171.35M (0.0%)
167.58M
est: 161.32M (+3.9%)
154.31M
est: 145.06M (+6.4%)
192.28M
est: 159.34M (+20.7%)
213.57M
est: 213.74M (-0.1%)
220.45M
est: 224.09M (-1.6%)
279.59M
est: 237.09M (+17.9%)
371.24M
est: 329.30M (+12.7%)
211.30M
est: 334.39M (-36.8%)
322.21M
est: 359.56M (-10.4%)
344.74M
est: 393.46M (-12.4%)
455.73M
447.05M – 468.75M
+15.8% YoY
494.16M
481.04M – 511.66M
+8.4% YoY
528.20M
522.67M – 533.73M
+6.9% YoY
EBIT
100.83M
est: 97.18M (+3.8%)
106.31M
est: 103.39M (+2.8%)
108.01M
est: 103.19M (+4.7%)
90.06M
est: 79.96M (+12.6%)
129.21M
est: 103.58M (+24.7%)
145.49M
est: 140.44M (+3.6%)
148.93M
est: 152.53M (-2.4%)
204.52M
est: 163.06M (+25.4%)
292.62M
est: 185.50M (+57.8%)
117.67M
est: 228.96M (-48.6%)
194.36M
est: 246.20M (-21.1%)
222.65M
est: 269.41M (-17.4%)
312.05M
306.10M – 320.96M
+15.8% YoY
338.36M
329.38M – 350.34M
+8.4% YoY
361.67M
357.88M – 365.46M
+6.9% YoY
Net Income
67.53M
est: 67.36M (+0.3%)
74.60M
est: 85.38M (-12.6%)
75.04M
est: 72.30M (+3.8%)
55.05M
est: 50.81M (+8.4%)
86.27M
est: 71.43M (+20.8%)
103.47M
est: 100.57M (+2.9%)
104.44M
est: 132.67M (-21.3%)
161.13M
est: 132.30M (+21.8%)
239.01M
est: 144.76M (+65.1%)
79.72M
est: 69.40M (+14.9%)
112.62M
est: 203.84M (-44.7%)
141.59M
est: 230.22M (-38.5%)
252.00M
251.03M – 252.97M
+9.5% YoY
280.71M
274.77M – 286.66M
+11.4% YoY
293.93M
252.49M – 335.36M
+4.7% YoY
SGA
41.28M
est: 107.25M (-61.5%)
37.28M
est: 102.29M (-63.6%)
46.99M
est: 102.57M (-54.2%)
56.16M
est: 116.08M (-51.6%)
68.72M
est: 111.85M (-38.6%)
61.41M
est: 126.13M (-51.3%)
70.81M
est: 77.06M (-8.1%)
68.05M
est: 56.98M (+19.4%)
89.77M
est: 73.62M (+21.9%)
128.17M
est: 122.89M (+4.3%)
145.56M
est: 132.14M (+10.2%)
154.16M
est: 144.60M (+6.6%)
167.49M
164.29M – 172.27M
+15.8% YoY
181.61M
176.79M – 188.04M
+8.4% YoY
194.12M
192.09M – 196.15M
+6.9% YoY
EPS
0.84
est: 1.65 (-49.1%)
0.97
est: 1.68 (-42.4%)
1.01
est: 1.66 (-39.2%)
0.76
est: 1.46 (-47.8%)
1.19
est: 1.83 (-34.8%)
1.44
est: 1.97 (-26.9%)
1.45
est: 2.04 (-28.9%)
2.24
est: 2.64 (-15.2%)
3.48
est: 2.41 (+44.3%)
1.23
est: 1.07 (+14.9%)
1.75
est: 3.12 (-43.9%)
2.22
est: 3.58 (-38.0%)
3.92
3.90 – 3.93
+9.3% YoY
4.33
4.27 – 4.45
+10.5% YoY
4.77
3.92 – 5.21
+10.3% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A- 4/5 5/5 5/5 4/5 1/5 3/5 3/5
2026-05-11 A 4/5 5/5 5/5 4/5 1/5 4/5 3/5
2026-05-08 A 4/5 5/5 5/5 4/5 1/5 4/5 3/5
2026-05-07 A 4/5 5/5 5/5 4/5 1/5 4/5 3/5
2026-05-06 A- 4/5 5/5 3/5 3/5 1/5 4/5 5/5
2026-05-05 A 4/5 5/5 5/5 4/5 1/5 4/5 3/5
2026-05-04 A 4/5 5/5 5/5 4/5 1/5 4/5 3/5
2026-05-01 A 4/5 5/5 5/5 4/5 1/5 4/5 3/5
2026-04-30 A 4/5 5/5 5/5 4/5 1/5 4/5 3/5
2026-04-29 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-28 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-27 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-24 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-23 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-22 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-21 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-20 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-17 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5
2026-04-16 A- 4/5 5/5 4/5 4/5 1/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
59.87B
OE per share TTM
956.68
Owner's Yield
3,440.56%
Maintenance CapEx ratio
120,139.67%
Maint CapEx / Avg PPE
11.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
34
Total invested
17.60M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Edward C. Johnson 3d 8.20M 10.51% 8.20M IN United States of America 2015-03-10
2 The Vanguard Group - 23-1945930 7.50M 10.42% 115.9K 7.33M 169.3K IA Pennsylvania 2022-02-10
3 Abigail P. Johnson 6.67M 10.36% 6.67M IN Delaware 2024-07-10
4 FMR LLC 6.67M 10.36% 6.67M 6.67M HC Delaware 2024-07-10
5 Banco Popular de Puerto Rico 4.59M 6.40% 4.59M 4.59M BK The Commonwealth of Puerto Rico 2022-07-07
6 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 4.57M 6.35% 2.58M 1.41M 3.16M 1.41M IA A California 2022-02-11
7 Boston Partners 3.83M 5.32% 3.49M 6.0K 3.83M IA Delaware 2022-02-11
8 Barry Lebovits 3.65M 5.07% 3.65M 3.65M HC, IN Delaware 2020-03-16
9 Joshua Kuntz 3.65M 5.07% 3.65M 3.65M HC, IN Delaware 2020-03-16
10 Rivulet Capital Master Fund, Ltd. 3.65M 5.07% 3.65M 3.65M CO Delaware 2020-03-16
11 98-0202744 3.64M 12.00% 3.26M 7.7K 3.64M IA Delaware 2021-02-11
12 Waddell & Reed Financial, Inc. Tax ID No. 51-0261715 3.05M 11.00% 3.05M 3.05M HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2016-02-12
13 Rivulet Capital, LLC 2.57M 3.57% 2.57M 2.57M IA Delaware 2021-02-16
14 2. 1.94M 2.55% 1.29M 1.94M IA New York 2016-01-12
15 Ivy Investment Management Company Tax ID No. 03-0481447 1.78M 11.00% 1.78M 1.78M IA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2016-02-12
16 Waddell & Reed Financial Services, Inc. Tax ID No. 43-1414157 1.27M 11.00% 1.27M 1.27M HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2016-02-12
17 Waddell & Reed Investment Management Company Tax ID No. 48-1106973 1.27M 11.00% 1.27M 1.27M IA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2016-02-12
18 Waddell & Reed, Inc. Tax ID No. 43-1235675 1.27M 11.00% 1.27M 1.27M BD NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH: 2016-02-12
19 95-1411037 13.00 6.10% 4.41M 4.42M IA Delaware 2022-02-11
20 Debra Fine 0.00% HC, IN Delaware 2018-02-14
21 Fine Capital Advisors, LLC 0.00% HC, OO Delaware 2018-02-14
22 Fine Capital Partners, L.P. 0.00% IA, PN Delaware 2018-02-14
23 GLENVIEW CAPITAL MANAGEMENT, LLC 0.00% OO Delaware 2015-02-17
24 LAWRENCE M. ROBBINS 0.00% HC, IN United States of America 2015-02-17
25 Popular, Inc. 0.00% CO The Commonwealth of Puerto Rico 2022-08-15

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
34
-231 vs prev Q
New positions
6
Closed positions
237
Increased
18
Reduced
10
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 FMR LLC 9.60M +321.0 (+0.0%) 279.19M -45.0M (-13.9%) 14.99% +0.001 pp 0.01% -0.003 pp USD34.78 -16.4% 51 qtrs
2 BLACKROCK, INC. 9.28M +72.0K (+0.8%) 270.02M -41.1M (-13.2%) 14.50% +0.112 pp 0.00% -0.001 pp USD33.86 -14.1% 6 qtrs
3 VANGUARD GROUP INC 7.11M -58.9K (-0.8%) 206.78M -35.3M (-14.6%) 11.10% -0.092 pp 0.00% -0.001 pp USD24.24 +20.0% 51 qtrs
4 AMERICAN CENTURY COMPANIES INC 5.23M +332.6K (+6.8%) 152.04M -13.3M (-8.0%) 8.16% +0.519 pp 0.08% -0.008 pp USD34.97 -16.8% 51 qtrs
5 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2.87M -498.3K (-14.8%) 83.46M -30.3M (-26.6%) 4.48% -0.778 pp 0.22% -0.053 pp USD39.47 -26.3% 22 qtrs
6 STATE STREET CORP 2.43M -23.9K (-1.0%) 70.74M -12.2M (-14.7%) 3.80% -0.037 pp 0.00% -0.001 pp USD26.30 +10.6% 51 qtrs
7 DIMENSIONAL FUND ADVISORS LP 1.57M +61.6K (+4.1%) 45.80M -5.3M (-10.4%) 2.46% +0.096 pp 0.01% -0.001 pp USD24.26 +19.9% 33 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.54M +1.1K (+0.1%) 44.94M -7.2M (-13.8%) 2.41% +0.002 pp 0.00% -0.001 pp USD29.04 +0.2% 51 qtrs
9 FULLER & THALER ASSET MANAGEMENT, INC. 1.17M -10.0K (-0.8%) 33.97M -5.8M (-14.6%) 1.82% -0.016 pp 0.11% -0.021 pp USD36.96 -21.3% 40 qtrs
10 LOOMIS SAYLES & CO L P 1.11M -51.8K (-4.5%) 32.28M -7.0M (-17.7%) 1.73% -0.081 pp 0.04% -0.008 pp USD33.17 -12.3% 42 qtrs
11 RIVER ROAD ASSET MANAGEMENT, LLC 980.2K -836.4K (-46.0%) 28.52M -32.8M (-53.5%) 1.53% -1.306 pp 0.31% -0.375 pp USD31.99 -9.1% 14 qtrs
12 MILLENNIUM MANAGEMENT LLC 848.6K +162.3K (+23.7%) 24.69M +1.5M (+6.5%) 1.33% +0.254 pp 0.01% +0.001 pp USD33.23 -12.5% 51 qtrs
13 NORTH STAR ASSET MANAGEMENT INC 809.0K +3.9K (+0.5%) 23.53M -3.7M (-13.5%) 1.26% +0.006 pp 0.95% -0.154 pp USD21.96 +32.5% 50 qtrs
14 NORTHERN TRUST CORP 718.3K -52.8K (-6.8%) 20.90M -5.2M (-19.8%) 1.12% -0.083 pp 0.00% -0.001 pp USD26.05 +11.7% 51 qtrs
15 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 708.7K +53.3K (+8.1%) 20.62M -1.5M (-6.9%) 1.11% +0.083 pp 0.00% 0.000 pp USD26.94 +8.0% 51 qtrs
16 D. E. SHAW & CO., INC. 694.7K +255.9K (+58.3%) 20.21M +5.4M (+36.3%) 1.09% +0.400 pp 0.01% +0.003 pp USD32.82 -11.4% 14 qtrs
17 PRICE T ROWE ASSOCIATES INC /MD/ 652.5K +7.9K (+1.2%) 18.98M -2.8M (-12.8%) 1.02% +0.012 pp 0.00% 0.000 pp USD39.36 -26.1% 29 qtrs
18 AMERIPRISE FINANCIAL INC 601.3K -249.5K (-29.3%) 17.49M -11.2M (-39.1%) 0.94% -0.390 pp 0.00% -0.003 pp USD33.62 -13.5% 51 qtrs
19 MORGAN STANLEY 539.7K +52.8K (+10.8%) 15.70M -748.0K (-4.5%) 0.84% +0.082 pp 0.00% 0.000 pp USD34.67 -16.1% 51 qtrs
20 CLARK CAPITAL MANAGEMENT GROUP, INC. 525.2K +162.5K (+44.8%) 15.28M +3.0M (+24.7%) 0.82% +0.254 pp 0.09% +0.017 pp USD33.36 -12.8% 10 qtrs
21 BOSTON PARTNERS 496.6K -30.3K (-5.7%) 14.48M -3.2M (-18.0%) 0.78% -0.047 pp 0.02% -0.003 pp USD35.35 -17.7% 3 qtrs
22 BANK OF NEW YORK MELLON CORP 464.2K -32.7K (-6.6%) 13.50M -3.3M (-19.6%) 0.73% -0.051 pp 0.00% -0.001 pp USD25.26 +15.2% 51 qtrs
23 WELLS FARGO & COMPANY/MN 450.0K -46.3K (-9.3%) 13.09M -3.7M (-21.9%) 0.70% -0.072 pp 0.00% -0.001 pp USD36.98 -21.3% 51 qtrs
24 CLIFFORD CAPITAL PARTNERS LLC 434.4K -2.3K (-0.5%) 12.64M -2.1M (-14.3%) 0.68% -0.004 pp 2.15% -0.402 pp USD33.43 -13.0% 33 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 396.6K +56.2K (+16.5%) 11.54M +39.1K (+0.3%) 0.62% +0.088 pp 0.01% 0.000 pp USD34.38 -15.4% 4 qtrs
26 PRINCIPAL FINANCIAL GROUP INC 367.2K +17.2K (+4.9%) 10.68M -1.1M (-9.6%) 0.57% +0.027 pp 0.01% -0.001 pp USD23.25 +25.1% 51 qtrs
27 NATIXIS ADVISORS, L.P. 353.6K -42.1K (-10.6%) 10.29M -3.1M (-23.1%) 0.55% -0.066 pp 0.01% -0.005 pp USD37.82 -23.1% 21 qtrs
28 JPMORGAN CHASE & CO 326.9K -57.1K (-14.9%) 9.51M -3.5M (-26.7%) 0.51% -0.089 pp 0.00% 0.000 pp USD35.92 -19.0% 51 qtrs
29 VOLORIDGE INVESTMENT MANAGEMENT, LLC 285.7K +172.1K (+151.5%) 8.31M +4.5M (+116.6%) 0.45% +0.269 pp 0.03% +0.016 pp USD30.84 -5.7% 20 qtrs
30 PALISADE CAPITAL MANAGEMENT, LP 265.1K -37.7K (-12.5%) 7.71M -2.5M (-24.6%) 0.41% -0.059 pp 0.23% -0.049 pp USD34.16 -14.8% 6 qtrs
31 NUVEEN, LLC 264.3K +17.7K (+7.2%) 7.69M -641.1K (-7.7%) 0.41% +0.028 pp 0.00% 0.000 pp USD36.12 -19.5% 4 qtrs
32 HEARTLAND ADVISORS INC 237.5K +37.5K (+18.8%) 6.91M +152.9K (+2.3%) 0.37% +0.059 pp 0.37% +0.015 pp USD30.29 -4.0% 39 qtrs
33 PANAGORA ASSET MANAGEMENT INC 236.7K +68.7K (+40.9%) 6.89M +1.2M (+21.3%) 0.37% +0.107 pp 0.02% +0.002 pp USD33.08 -12.1% 3 qtrs
34 PATHSTONE HOLDINGS, LLC 227.2K -96.7K (-29.9%) 6.61M -4.3M (-39.6%) 0.35% -0.151 pp 0.03% -0.016 pp USD40.76 -28.6% 9 qtrs
35 PUBLIC SECTOR PENSION INVESTMENT BOARD 221.4K -28.2K (-11.3%) 6.44M -2.0M (-23.6%) 0.35% -0.044 pp 0.02% -0.009 pp USD34.44 -15.5% 33 qtrs
36 SCHWERIN BOYLE CAPITAL MANAGEMENT INC 217.6K +— (+0.0%) 6.33M -1.0M (-13.9%) 0.34% +0.000 pp 0.69% -0.110 pp USD16.35 +77.9% 32 qtrs
37 GOLDMAN SACHS GROUP INC 216.6K +9.9K (+4.8%) 6.30M -681.8K (-9.8%) 0.34% +0.015 pp 0.00% 0.000 pp USD34.39 -15.4% 51 qtrs
38 NICHOLAS COMPANY, INC. 216.1K +170.0 (+0.1%) 6.29M -1.0M (-13.8%) 0.34% +0.000 pp 0.11% -0.014 pp USD29.61 -1.8% 29 qtrs
39 CITADEL ADVISORS LLC 193.8K +123.3K (+175.0%) 5.64M +3.3M (+136.8%) 0.30% +0.193 pp 0.00% +0.001 pp USD31.16 -6.6% 51 qtrs
40 ENVESTNET ASSET MANAGEMENT INC 185.3K -99.7K (-35.0%) 5.39M -4.2M (-44.0%) 0.29% -0.156 pp 0.00% -0.001 pp USD38.98 -25.4% 21 qtrs
41 ALPINE PEAKS CAPITAL, LP 179.7K -11.1K (-5.8%) 5.23M -1.2M (-18.9%) 0.28% -0.017 pp 4.98% -0.620 pp USD37.25 -21.9% 17 qtrs
42 POINT72 ASSET MANAGEMENT, L.P. 174.0K +170.4K (+4,734.6%) 5.06M +4.9M (+4,063.3%) 0.27% +0.266 pp 0.01% +0.006 pp USD29.19 -0.3% 2 qtrs
43 LEGAL & GENERAL GROUP PLC 173.7K -3.5K (-2.0%) 5.05M -933.6K (-15.6%) 0.27% -0.006 pp 0.00% 0.000 pp USD26.10 +11.5% 46 qtrs
44 RHUMBLINE ADVISERS 163.4K -14.5K (-8.1%) 4.75M -1.3M (-20.9%) 0.26% -0.023 pp 0.00% -0.001 pp USD26.00 +11.9% 51 qtrs
45 INVESCO LTD. 160.8K -77.0 (0.0%) 4.68M -756.6K (-13.9%) 0.25% 0.000 pp 0.00% 0.000 pp USD36.31 -19.9% 48 qtrs
46 BANK OF AMERICA CORP /DE/ 151.3K +18.2K (+13.7%) 4.40M -94.8K (-2.1%) 0.24% +0.028 pp 0.00% +0.000 pp USD37.13 -21.7% 51 qtrs
47 BARCLAYS PLC 147.1K +31.7K (+27.5%) 4.28M +369.4K (+9.4%) 0.23% +0.050 pp 0.00% +0.000 pp USD34.16 -14.8% 51 qtrs
48 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 146.8K +34.2K (+30.4%) 4.27M +466.2K (+12.3%) 0.23% +0.053 pp 0.01% -0.001 pp USD33.61 -13.4% 3 qtrs
49 JANE STREET GROUP, LLC 143.9K +72.7K (+102.1%) 4.19M +1.8M (+74.0%) 0.22% +0.114 pp 0.00% +0.000 pp USD32.47 -10.4% 15 qtrs
50 NEW YORK STATE COMMON RETIREMENT FUND 134.4K +— (+0.0%) 3.91M -630.2K (-13.9%) 0.21% +0.000 pp 0.01% -0.001 pp USD29.87 -2.6% 50 qtrs
51 ARISTIDES CAPITAL LLC 134.2K +15.7K (+13.2%) 3.90M -99.8K (-2.5%) 0.21% +0.025 pp 0.69% +0.113 pp USD34.52 -15.7% 15 qtrs
52 RENAISSANCE TECHNOLOGIES LLC 130.9K -145.9K (-52.7%) 3.81M -5.5M (-59.3%) 0.20% -0.228 pp 0.01% -0.006 pp USD28.69 +1.4% 49 qtrs
53 DANA INVESTMENT ADVISORS, INC. 126.3K +44.0K (+53.4%) 3.67M +892.4K (+32.1%) 0.20% +0.069 pp 0.11% +0.025 pp USD32.15 -9.5% 2 qtrs
54 SWISS NATIONAL BANK 126.3K +2.3K (+1.9%) 3.67M -514.5K (-12.3%) 0.20% +0.004 pp 0.00% 0.000 pp USD26.96 +7.9% 49 qtrs
55 BALYASNY ASSET MANAGEMENT L.P. 123.5K +51.9K (+72.6%) 3.59M +1.2M (+48.6%) 0.19% +0.081 pp 0.00% +0.002 pp USD32.49 -10.5% 7 qtrs
56 TWO SIGMA INVESTMENTS, LP 122.5K -35.6K (-22.5%) 3.56M -1.8M (-33.3%) 0.19% -0.056 pp 0.01% -0.003 pp USD34.18 -14.9% 8 qtrs
57 GABELLI FUNDS LLC 121.7K +— (+0.0%) 3.54M -570.6K (-13.9%) 0.19% +0.000 pp 0.02% -0.004 pp USD36.05 -19.3% 3 qtrs
58 ALLIANZ ASSET MANAGEMENT GMBH 119.2K +119.2K (+100.0%) 3.47M +3.5M (+100.0%) 0.19% +0.186 pp 0.00% +0.004 pp USD29.09 +0.0% 1 qtrs NEW
59 STIFEL FINANCIAL CORP 114.2K +33.4K (+41.3%) 3.32M +593.0K (+21.7%) 0.18% +0.052 pp 0.00% +0.001 pp USD38.30 -24.0% 21 qtrs
60 UBS GROUP AG 106.5K +40.5K (+61.4%) 3.10M +869.5K (+39.0%) 0.17% +0.063 pp 0.00% +0.000 pp USD33.13 -12.2% 45 qtrs
61 F/M INVESTMENTS LLC 98.4K -2.6K (-2.6%) 2.86M -551.1K (-16.1%) 0.15% -0.004 pp 0.11% -0.023 pp USD33.95 -14.3% 7 qtrs
62 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 93.5K +93.0K (+18,933.2%) 2.72M +2.7M (+15,894.1%) 0.15% +0.145 pp 0.00% +0.003 pp USD29.13 -0.1% 3 qtrs
63 WILLIS INVESTMENT COUNSEL 90.4K +26.9K (+42.3%) 2.63M +483.7K (+22.5%) 0.14% +0.042 pp 0.14% +0.019 pp USD35.24 -17.5% 19 qtrs
64 RAYMOND JAMES FINANCIAL INC 86.9K -54.5K (-38.5%) 2.53M -2.2M (-47.1%) 0.14% -0.085 pp 0.00% -0.001 pp USD34.53 -15.8% 5 qtrs
65 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 85.7K +50.9K (+146.5%) 2.49M +1.3M (+112.3%) 0.13% +0.080 pp 0.00% +0.001 pp USD32.07 -9.3% 28 qtrs
66 FIRST TRUST ADVISORS LP 79.8K +39.5K (+97.7%) 2.32M +958.3K (+70.2%) 0.12% +0.062 pp 0.00% +0.001 pp USD32.36 -10.1% 31 qtrs
67 PRUDENTIAL FINANCIAL INC 79.0K -14.1K (-15.2%) 2.30M -847.7K (-26.9%) 0.12% -0.022 pp 0.00% -0.001 pp USD34.60 -15.9% 42 qtrs
68 LOMBARD ODIER ASSET MANAGEMENT (EUROPE) LTD 77.0K +77.0K (+100.0%) 2.24M +2.2M (+100.0%) 0.12% +0.120 pp 0.11% +0.111 pp USD29.09 +0.0% 15 qtrs
69 STATE OF NEW JERSEY COMMON PENSION FUND D 75.5K +16.1K (+27.0%) 2.20M +188.3K (+9.4%) 0.12% +0.025 pp 0.01% +0.001 pp USD34.88 -16.6% 26 qtrs
70 ALLIANCEBERNSTEIN L.P. 73.1K +— (+0.0%) 2.13M -342.9K (-13.9%) 0.11% +0.000 pp 0.00% 0.000 pp USD28.05 +3.7% 51 qtrs
71 BRIDGE CITY CAPITAL, LLC 72.2K -11.9K (-14.1%) 2.10M -739.6K (-26.0%) 0.11% -0.019 pp 0.62% -0.141 pp USD36.32 -19.9% 20 qtrs
72 SCHRODER INVESTMENT MANAGEMENT GROUP 67.7K +882.0 (+1.3%) 1.97M -329.6K (-14.3%) 0.11% +0.001 pp 0.00% 0.000 pp USD33.72 -13.7% 2 qtrs
73 CITIGROUP INC 66.4K +33.5K (+102.2%) 1.93M +821.9K (+74.2%) 0.10% +0.052 pp 0.00% +0.000 pp USD32.31 -10.0% 50 qtrs
74 POLARIS CAPITAL MANAGEMENT, LLC 64.7K +— (+0.0%) 1.88M -303.4K (-13.9%) 0.10% +0.000 pp 0.16% +0.013 pp USD24.68 +17.9% 38 qtrs
75 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 59.1K -56.0 (-0.1%) 1.72M -279.1K (-14.0%) 0.09% 0.000 pp 0.00% 0.000 pp USD24.40 +19.2% 51 qtrs
76 DEUTSCHE BANK AG\ 54.4K +3.6K (+7.1%) 1.58M -134.1K (-7.8%) 0.09% +0.006 pp 0.00% 0.000 pp USD32.42 -10.3% 50 qtrs
77 GREAT WEST LIFE ASSURANCE CO /CAN/ 54.3K -16.1K (-22.9%) 1.58M -844.0K (-34.8%) 0.08% -0.025 pp 0.00% -0.001 pp USD33.40 -12.9% 48 qtrs
78 CREATIVE PLANNING 52.5K -721.0 (-1.4%) 1.53M -270.6K (-15.1%) 0.08% -0.001 pp 0.00% 0.000 pp USD34.16 -14.8% 6 qtrs
79 STATE OF TENNESSEE, TREASURY DEPARTMENT 47.6K +17.4K (+57.7%) 1.43M +408.6K (+40.1%) 0.07% +0.027 pp 0.00% +0.001 pp USD28.96 +0.4% 32 qtrs
80 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 48.6K -628.0 (-1.3%) 1.41M -249.0K (-15.0%) 0.08% -0.001 pp 0.00% -0.001 pp USD25.84 +12.6% 43 qtrs
81 TEACHER RETIREMENT SYSTEM OF TEXAS 45.8K +3.1K (+7.3%) 1.33M -109.0K (-7.6%) 0.07% +0.005 pp 0.00% -0.001 pp USD35.24 -17.5% 4 qtrs
82 THRIVENT FINANCIAL FOR LUTHERANS 44.0K -2.2K (-4.8%) 1.28M -280.0K (-18.0%) 0.07% -0.003 pp 0.00% -0.001 pp USD33.78 -13.9% 2 qtrs
83 JACKSON CREEK INVESTMENT ADVISORS LLC 44.0K -2.4K (-5.2%) 1.28M -288.0K (-18.4%) 0.07% -0.004 pp 0.38% -0.076 pp USD36.05 -19.3% 3 qtrs
84 PENSERRA CAPITAL MANAGEMENT LLC 43.8K -4.8K (-9.8%) 1.27M -367.0K (-22.4%) 0.07% -0.008 pp 0.02% -0.005 pp USD38.85 -25.1% 16 qtrs
85 SG AMERICAS SECURITIES, LLC 42.5K +34.7K (+443.9%) 1.24M +972.0K (+368.2%) 0.07% +0.054 pp 0.00% +0.001 pp USD30.13 -3.5% 31 qtrs
86 BNP PARIBAS ARBITRAGE, SNC 42.3K +1.7K (+4.1%) 1.23M -141.6K (-10.3%) 0.07% +0.003 pp 0.00% 0.000 pp USD35.65 -18.4% 51 qtrs
87 HUSSMAN STRATEGIC ADVISORS, INC. 42.0K +— (+0.0%) 1.22M -197.0K (-13.9%) 0.07% +0.000 pp 0.30% -0.012 pp USD33.78 -13.9% 2 qtrs
88 ENGINEERS GATE MANAGER LP 41.8K +32.0K (+325.8%) 1.22M +885.0K (+266.7%) 0.07% +0.050 pp 0.01% +0.011 pp USD30.72 -5.3% 3 qtrs
89 TUDOR INVESTMENT CORP ET AL 41.6K -16.7K (-28.7%) 1.21M -760.8K (-38.6%) 0.07% -0.026 pp 0.00% -0.001 pp USD36.05 -19.3% 3 qtrs
90 LPL FINANCIAL LLC 39.5K +4.8K (+13.8%) 1.15M -23.3K (-2.0%) 0.06% +0.008 pp 0.00% +0.000 pp USD34.60 -15.9% 10 qtrs
91 WAKEFIELD ASSET MANAGEMENT LLLP 39.0K +39.0K (+100.0%) 1.13M +1.1M (+100.0%) 0.06% +0.061 pp 0.31% +0.308 pp USD29.09 +0.0% 1 qtrs NEW
92 LEGATO CAPITAL MANAGEMENT LLC 38.1K +15.9K (+71.3%) 1.11M +356.9K (+47.5%) 0.06% +0.025 pp 0.10% +0.014 pp USD31.19 -6.7% 13 qtrs
93 JENNISON ASSOCIATES LLC 37.6K -18.5K (-33.0%) 1.09M -800.4K (-42.3%) 0.06% -0.029 pp 0.00% 0.000 pp USD35.40 -17.8% 4 qtrs
94 METLIFE INVESTMENT MANAGEMENT, LLC 37.0K -1.4K (-3.7%) 1.08M -221.5K (-17.1%) 0.06% -0.002 pp 0.01% -0.001 pp USD26.90 +8.1% 33 qtrs
95 CI PRIVATE WEALTH, LLC 36.6K -766.0 (-2.0%) 1.07M -197.7K (-15.6%) 0.06% -0.001 pp 0.00% -0.001 pp USD37.12 -21.6% 10 qtrs
96 SQUAREPOINT OPS LLC 35.5K +35.5K (+100.0%) 1.03M +1.0M (+100.0%) 0.06% +0.055 pp 0.00% +0.001 pp USD29.09 +0.0% 1 qtrs NEW
97 DAVENPORT & CO LLC 35.1K -4.6K (-11.5%) 1.02M -319.3K (-23.8%) 0.05% -0.007 pp 0.01% -0.002 pp USD41.14 -29.3% 19 qtrs
98 STATE OF ALASKA, DEPARTMENT OF REVENUE 35.2K +384.0 (+1.1%) 1.02M -152.0K (-12.9%) 0.05% +0.001 pp 0.01% -0.001 pp USD27.76 +4.8% 32 qtrs
99 ILLINOIS MUNICIPAL RETIREMENT FUND 35.1K -375.0 (-1.1%) 1.02M -177.3K (-14.8%) 0.05% -0.001 pp 0.01% -0.003 pp USD36.86 -21.1% 10 qtrs
100 ROYAL BANK OF CANADA 34.3K -250.0 (-0.7%) 999.0K -169.0K (-14.5%) 0.05% 0.000 pp 0.00% +0.000 pp USD45.33 -35.8% 38 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 134 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Invesco KBW NASDAQ Fintech UCITS ETF FTEK.L 2.10% 959.0K 0.49%
2 AdvisorShares Insider Advantage ETF SURE 0.89% 500.2K 1.00%
3 Tweedy, Browne Insider + Value ETF COPY 0.74% 2.34M 0.89%
4 Distillate Small/Mid Cash Flow ETF DSMC 0.66% 859.8K 0.55%
5 Amplify Digital Payments ETF IPAY 0.63% 971.4K 0.75%
6 Invesco S&P SmallCap Financials ETF PSCF 0.39% 105.6K 0.29%
7 Invesco S&P SmallCap 600 Revenue ETF RZG 0.34% 488.3K 0.35%
8 First Trust Small Cap Core AlphaDEX Fund FYX 0.27% 3.65M 0.58%
9 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.25% 637.0K 0.12%
10 Barron's 400SM ETF BFOR 0.22% 499.7K 0.65%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.67
Neutral
Ratio by volume
1.98
Bullish
Buys
6
Sells
9
Shares acquired
259.1K
Shares disposed
130.9K
Cash buys
Cash sales
Net activity
+128,199
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
2026-03-05 Vizcarrondo Miguel Officer A-Award A Common Stock 18,118 28.70 520.0K 121,214 D
2026-03-05 Viglianco Diego Officer A-Award A Common Stock 27,177 28.70 780.0K 80,672 D
2026-03-05 Schuessler Morgan M Director / Officer A-Award A Common Stock 85,975 28.70 2.47M 450,054 D
2026-03-05 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 18,118 28.70 520.0K 63,907 D
2026-03-05 Perez-Surillo Paola Officer A-Award A Common Stock 18,118 28.70 520.0K 63,907 D
2026-03-05 Lopez Gaffney Alberto Officer A-Award A Common Stock 13,937 28.70 400.0K 48,433 D
2026-03-05 Cruz-Jusino Karla Officer A-Award A Common Stock 29,588 28.70 849.2K 44,571 D
2026-03-05 Castrillo-Salgado Joaquin A. Officer A-Award A Common Stock 29,547 28.70 848.0K 123,987 D
2026-03-05 Brignardello Daniel Officer A-Award A Common Stock 13,937 28.70 400.0K 39,127 D
2026-03-05 Almeida Prado Claudio Officer F-InKind D Common Stock 2,756 28.35 78.1K 59,624 D
2026-03-03 Vizcarrondo Miguel Officer F-InKind D Common Stock 13,817 28.35 391.7K 103,096 D
2026-03-03 Viglianco Diego Officer F-InKind D Common Stock 17,937 28.35 508.5K 53,495 D
2026-03-03 Schuessler Morgan M Director / Officer F-InKind D Common Stock 41,624 28.35 1.18M 364,079 D
2026-03-03 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 24,404 28.35 691.9K 59,607 D
2026-03-03 Perez-Surillo Paola Officer F-InKind D Common Stock 13,818 28.35 391.7K 45,789 D
2026-03-03 Cruz-Jusino Karla Officer F-InKind D Common Stock 3,082 28.35 87.4K 14,983 D
2026-03-03 Castrillo-Salgado Joaquin A. Officer F-InKind D Common Stock 17,931 28.35 508.3K 94,440 D
2026-02-19 Lopez Gaffney Alberto Officer Common Stock 0 0.00 34,496 D
2025-12-31 Almeida Prado Claudio Officer Common Stock 0 0.00 62,380 D
2025-06-20 Polak Aldo J. Director S-Sale D Common Stock 2,243 35.72 80.1K 11,946 D
2025-06-04 Pagan Ivan Director F-InKind D Common Stock 870 35.96 31.3K 15,716 D
2025-05-23 Pagan Ivan Director S-Sale D Common Stock 6,852 36.65 251.1K 12,473 D
2025-05-22 SMITH BRIAN JOHN Director A-Award A Common Stock 6,339 37.07 235.0K 61,676 D
2025-05-22 SCHUMACHER ALAN H Director A-Award A Common Stock 4,113 37.07 152.5K 47,256 D
2025-05-22 Polak Aldo J. Director A-Award A Common Stock 4,113 37.07 152.5K 14,189 D
2025-05-22 Pagan Ivan Director A-Award A Common Stock 4,113 37.07 152.5K 16,586 D
2025-05-22 JUNQUERA JORGE A Director A-Award A Common Stock 4,113 37.07 152.5K 42,531 D
2025-05-22 Gambale Virginia Director A-Award A Common Stock 4,113 37.07 152.5K 12,157 D
2025-05-22 D'ANGELO FRANK G. Director A-Award A Common Stock 5,327 37.07 197.5K 21,138 D
2025-05-22 Botero Olga Margarita Director A-Award A Common Stock 4,113 37.07 152.5K 43,232 D
2025-05-22 BARRETT KELLY HEFNER Director A-Award A Common Stock 4,113 37.07 152.5K 18,562 D
2025-05-14 Brignardello Daniel Officer S-Sale D Common Stock 7,641 36.60 279.7K 31,277 D
2025-05-12 Vizcarrondo Miguel Officer S-Sale D Common Stock 40,000 36.44 1.46M 92,509 D
2025-05-09 Rodriguez-Gonzalez Luis A Officer S-Sale D Common Stock 18,898 35.69 674.5K 35,203 D
2025-03-07 Viglianco Diego Officer S-Sale D Common Stock 23,996 36.98 887.3K 40,269 D
2025-03-07 Perez-Surillo Paola Officer S-Sale D Common Stock 14,585 37.15 541.8K 35,203 D
2025-03-07 Cruz Karla Officer S-Sale D Common Stock 2,000 36.77 73.5K 18,065 D
2025-03-07 Brignardello Daniel Officer F-InKind D Common Stock 4,275 37.92 162.1K 38,918 D
2025-03-07 Almeida Prado Claudio Officer F-InKind D Common Stock 1,775 37.92 67.3K 59,194 D
2025-03-06 Viglianco Diego Officer S-Sale D Common Stock 2,197 37.54 82.5K 64,265 D
2025-03-06 Schuessler Morgan M Director / Officer S-Sale D Common Stock 80,000 37.45 3.00M 282,172 D
2025-03-05 Vizcarrondo Miguel Officer F-InKind D Common Stock 4,840 37.92 183.5K 132,509 D
2025-03-05 Viglianco Diego Officer F-InKind D Common Stock 5,771 37.92 218.8K 66,462 D
2025-03-05 Schuessler Morgan M Director / Officer F-InKind D Common Stock 19,840 37.92 752.3K 362,172 D
2025-03-05 Rodriguez-Gonzalez Luis A Officer F-InKind D Common Stock 5,366 37.92 203.5K 54,101 D
2025-03-05 Perez-Surillo Paola Officer F-InKind D Common Stock 5,755 37.92 218.2K 49,788 D
2025-03-05 Cruz Karla Officer F-InKind D Common Stock 2,923 37.92 110.8K 20,065 D
2025-03-05 Castrillo-Salgado Joaquin A. Officer F-InKind D Common Stock 6,055 37.92 229.6K 81,208 D
2025-03-04 Vizcarrondo Miguel Officer A-Award A Common Stock 9,508 37.92 360.5K 137,349 D
2025-03-04 Viglianco Diego Officer A-Award A Common Stock 9,524 37.92 361.2K 72,233 D
2025-03-04 Schuessler Morgan M Director / Officer A-Award A Common Stock 46,172 37.92 1.75M 382,012 D
2025-03-04 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 6,171 37.92 234.0K 59,467 D
2025-03-04 Perez-Surillo Paola Officer A-Award A Common Stock 5,059 37.92 191.8K 55,543 D
2025-03-04 Castrillo-Salgado Joaquin A. Officer A-Award A Common Stock 11,376 37.92 431.4K 87,263 D
2025-02-28 Vizcarrondo Miguel Officer A-Award A Common Stock 13,926 37.34 520.0K 127,841 D
2025-02-28 Viglianco Diego Officer A-Award A Common Stock 20,889 37.34 780.0K 62,709 D
2025-02-28 Schuessler Morgan M Director / Officer A-Award A Common Stock 63,738 37.34 2.38M 335,840 D
2025-02-28 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 13,926 37.34 520.0K 53,296 D
2025-02-28 Perez-Surillo Paola Officer A-Award A Common Stock 13,926 37.34 520.0K 50,484 D
2025-02-28 Cruz Karla Officer A-Award A Common Stock 5,891 37.34 220.0K 22,988 D
2025-02-28 Castrillo-Salgado Joaquin A. Officer A-Award A Common Stock 20,889 37.34 780.0K 75,887 D
2025-02-28 Brignardello Daniel Officer A-Award A Common Stock 10,712 37.34 400.0K 43,193 D
2025-02-28 Almeida Prado Claudio Officer A-Award A Common Stock 10,712 37.34 400.0K 60,969 D
2025-02-20 Almeida Prado Claudio Officer Common Stock 0 0.00 50,257 D
2024-12-20 Vizcarrondo Miguel Officer S-Sale D Common Stock 8,123 34.09 276.9K 113,915 D
2024-12-18 Vizcarrondo Miguel Officer S-Sale D Common Stock 7,890 35.07 276.7K 122,038 D
2024-12-02 Castrillo-Salgado Joaquin A. Officer S-Sale D Common Stock 48,453 36.08 1.75M 54,998 D
2024-12-02 Brignardello Daniel Officer S-Sale D Common Stock 3,842 36.00 138.3K 32,481 D
2024-11-15 Viglianco Diego Officer S-Sale D Common Stock 18,581 34.50 641.0K 41,820 D
2024-11-13 Schuessler Morgan M Director / Officer S-Sale D Common Stock 16,325 35.52 579.8K 272,102 D
2024-08-29 Vizcarrondo Miguel Officer S-Sale D Common Stock 40,000 34.11 1.36M 129,928
2024-08-29 Perez-Surillo Paola Officer S-Sale D Common Stock 18,253 34.14 623.1K 36,558
2024-08-19 Viglianco Diego Officer F-InKind D Common Stock 1,997 33.23 66.4K 60,401
2024-08-01 Rodriguez-Gonzalez Luis A Officer S-Sale D Common Stock 36,000 35.10 1.26M 39,370
2024-06-06 SMITH BRIAN JOHN Director F-InKind D Common Stock 88 34.97 3.1K 55,337
2024-06-06 SCHUMACHER ALAN H Director F-InKind D Common Stock 119 34.97 4.2K 43,143
2024-06-06 Polak Aldo J. Director S-Sale D Common Stock 3,662 33.60 123.0K 10,076
2024-06-06 Pagan Ivan Director F-InKind D Common Stock 757 34.97 26.5K 19,325
2024-06-06 Gambale Virginia Director F-InKind D Common Stock 94 34.97 3.3K 8,044
2024-06-06 D'ANGELO FRANK G. Director F-InKind D Common Stock 203 34.97 7.1K 15,811
2024-06-06 Botero Olga Margarita Director F-InKind D Common Stock 126 34.97 4.4K 39,119
2024-06-05 Polak Aldo J. Director S-Sale D Common Stock 8,258 33.91 280.0K 13,864
2024-05-23 SMITH BRIAN JOHN Director A-Award A Common Stock 6,704 35.05 235.0K 55,425
2024-05-23 SCHUMACHER ALAN H Director A-Award A Common Stock 4,350 35.05 152.5K 43,262
2024-05-23 Polak Aldo J. Director A-Award A Common Stock 4,350 35.05 152.5K 22,122
2024-05-23 Pagan Ivan Director A-Award A Common Stock 4,350 35.05 152.5K 20,082
2024-05-23 JUNQUERA JORGE A Director A-Award A Common Stock 4,350 35.05 152.5K 38,418
2024-05-23 Gambale Virginia Director A-Award A Common Stock 4,350 35.05 152.5K 8,138
2024-05-23 D'ANGELO FRANK G. Director A-Award A Common Stock 5,634 35.05 197.5K 16,014
2024-05-23 Botero Olga Margarita Director A-Award A Common Stock 4,350 35.05 152.5K 39,245
2024-05-23 BARRETT KELLY HEFNER Director A-Award A Common Stock 4,350 35.05 152.5K 14,449
2024-04-01 Cruz Karla Officer D Common Stock 0 0.00 17,097
2024-03-11 D'ANGELO FRANK G. Director S-Sale D Common Stock 16,000 37.43 598.8K 10,380
2024-03-08 Schuessler Morgan M Director / Officer S-Sale D Common Stock 59,514 37.03 2.20M 288,427
2024-03-08 Brignardello Daniel Officer F-InKind D Common Stock 1,781 36.92 65.8K 36,323
2024-03-07 Vizcarrondo Miguel Officer F-InKind D Common Stock 4,732 36.92 174.7K 169,928
2024-03-07 Viglianco Diego Officer F-InKind D Common Stock 4,296 36.92 158.6K 62,398
2024-03-07 Schuessler Morgan M Director / Officer S-Sale D Common Stock 400 37.92 15.2K 347,941
2024-03-07 Rodriguez-Gonzalez Luis A Officer F-InKind D Common Stock 4,652 36.92 171.8K 75,370
2024-03-07 Perez-Surillo Paola Officer F-InKind D Common Stock 4,844 36.92 178.8K 54,811
2024-03-07 D'ANGELO FRANK G. Director G-Gift D Common Stock 2,000 0.00 26,380
2024-03-07 Castrillo-Salgado Joaquin A. Officer F-InKind D Common Stock 5,752 36.92 212.4K 103,451
2024-02-29 Vizcarrondo Miguel Officer A-Award A Common Stock 14,392 36.13 520.0K 147,976
2024-02-29 Viglianco Diego Officer A-Award A Common Stock 18,378 36.13 664.0K 55,143
2024-02-29 Schuessler Morgan M Director / Officer A-Award A Common Stock 61,998 36.13 2.24M 340,890
2024-02-29 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 14,392 36.13 520.0K 63,585
2024-02-29 Perez-Surillo Paola Officer A-Award A Common Stock 14,392 36.13 520.0K 46,531
2024-02-29 Castrillo-Salgado Joaquin A. Officer A-Award A Common Stock 18,378 36.13 664.0K 77,867
2024-02-29 Brignardello Daniel Officer A-Award A Common Stock 11,071 36.13 400.0K 38,104
2024-02-14 Brignardello Daniel Officer D Common Stock 0 0.00 27,033
2023-12-06 Schuessler Morgan M Director / Officer A-Award A Common Stock 155,359 38.62 6.00M 278,892
2023-08-16 Viglianco Diego Officer S-Sale D Common Stock 1,128 39.79 44.9K 36,765
2023-07-31 Perez-Surillo Paola Officer S-Sale D Common Stock 3,253 39.11 127.2K 32,139
2023-06-05 SCHUMACHER ALAN H Director F-InKind D Common Stock 110 34.48 3.8K 38,912
2023-06-02 SMITH BRIAN JOHN Director A-Award A Common Stock 6,219 34.97 217.5K 48,721
2023-06-01 SMITH BRIAN JOHN Director F-InKind D Common Stock 344 34.48 11.9K 42,502
2023-06-01 SCHUMACHER ALAN H Director A-Award A Common Stock 3,788 34.97 132.5K 39,022
2023-06-01 Polak Aldo J. Director F-InKind D Common Stock 279 34.48 9.6K 13,984
2023-06-01 Pagan Ivan Director F-InKind D Common Stock 699 34.48 24.1K 11,944
2023-06-01 JUNQUERA JORGE A Director A-Award A Common Stock 3,788 34.97 132.5K 34,068
2023-06-01 Gambale Virginia Director A-Award A Common Stock 3,788 34.97 132.5K 3,788
2023-06-01 D'ANGELO FRANK G. Director A-Award A Common Stock 5,075 34.97 177.5K 28,380
2023-06-01 Botero Olga Margarita Director F-InKind D Common Stock 230 34.48 7.9K 31,107
2023-06-01 BARRETT KELLY HEFNER Director F-InKind D Common Stock 53 34.48 1.8K 6,311
2023-05-25 Gambale Virginia Director D Common Stock 0 0.00 0
2023-05-19 Castrillo-Salgado Joaquin A. Officer S-Sale D Common Stock 15,000 36.18 542.7K 59,489
2023-05-15 Rodriguez-Gonzalez Luis A Officer S-Sale D Common Stock 6,589 35.19 231.9K 49,193
2023-05-01 Schuessler Morgan M Director / Officer S-Sale D Common Stock 3,539 34.43 121.8K 123,533
2023-04-28 Schuessler Morgan M Director / Officer S-Sale D Common Stock 29,578 34.61 1.02M 127,072
2023-03-10 Schuessler Morgan M Director / Officer S-Sale D Common Stock 13,100 34.51 452.1K 156,650
2023-03-09 Schuessler Morgan M Director / Officer S-Sale D Common Stock 27,101 35.94 974.0K 169,750
2023-03-07 Vizcarrondo Miguel Officer F-InKind D Common Stock 4,216 37.30 157.3K 133,584
2023-03-07 Viglianco Diego Officer F-InKind D Common Stock 2,277 37.30 84.9K 37,893
2023-03-07 Schuessler Morgan M Director / Officer A-Award A Common Stock 49,818 37.30 1.86M 213,418
2023-03-07 Rospigliosi Guillermo Officer A-Award A Common Stock 9,467 37.30 353.1K 48,403
2023-03-07 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 6,589 37.30 245.8K 59,572
2023-03-07 Perez-Surillo Paola Officer F-InKind D Common Stock 3,944 37.30 147.1K 50,727
2023-03-07 Castrillo-Salgado Joaquin A. Officer F-InKind D Common Stock 5,159 37.30 192.4K 74,489
2023-02-24 Vizcarrondo Miguel Officer A-Award A Common Stock 14,149 36.75 520.0K 128,333
2023-02-24 Viglianco Diego Officer A-Award A Common Stock 18,068 36.75 664.0K 40,170
2023-02-24 Schuessler Morgan M Director / Officer A-Award A Common Stock 57,847 36.75 2.13M 163,600
2023-02-24 Rospigliosi Guillermo Officer A-Award A Common Stock 14,149 36.75 520.0K 38,936
2023-02-24 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 14,149 36.75 520.0K 52,983
2023-02-24 Perez-Surillo Paola Officer A-Award A Common Stock 14,149 36.75 520.0K 48,397
2023-02-24 Castrillo-Salgado Joaquin A. Officer A-Award A Common Stock 18,068 36.75 664.0K 66,984
2022-08-15 POPULAR, INC. 10% Owner S-Sale D Common Stock 6,262,293 31.12 194.88M 803,341
2022-08-05 Rodriguez-Gonzalez Luis A Director A-Award A Common Stock 8,814 0.00 38,834
2022-08-05 Perez-Surillo Paola Director A-Award A Common Stock 13,561 0.00 34,248
2022-07-01 POPULAR, INC. 10% Owner J-Other D Common Stock 4,589,169 10.75 49.33M 7,065,634
2022-06-01 SMITH BRIAN JOHN Director A-Award A Common Stock 5,738 37.90 217.5K 42,902
2022-06-01 SCHUMACHER ALAN H Director F-InKind D Common Stock 21 37.94 796.74 35,234
2022-06-01 Polak Aldo J. Director F-InKind D Common Stock 33 37.94 1.3K 17,726
2022-06-01 Pagan Ivan Director A-Award A Common Stock 3,496 37.90 132.5K 13,216
2022-06-01 JUNQUERA JORGE A Director A-Award A Common Stock 3,496 37.90 132.5K 30,629
2022-06-01 D'ANGELO FRANK G. Director F-InKind D Common Stock 39 37.94 1.5K 16,093
2022-06-01 Botero Olga Margarita Director A-Award A Common Stock 3,496 37.90 132.5K 31,337
2022-06-01 BARRETT KELLY HEFNER Director A-Award A Common Stock 3,496 37.90 132.5K 6,364
2022-05-16 Rodriguez-Gonzalez Luis A Director S-Sale D Common Stock 9,238 37.57 347.1K 30,020
2022-05-04 Viglianco Diego Director / Officer S-Sale D Common Stock 1,168 40.50 47.3K 22,102
2022-04-07 Perez-Surillo Paola Director S-Sale D Common Stock 6,316 40.01 252.7K 21,989
2022-03-18 Rospigliosi Guillermo Officer S-Sale D Common Stock 15,982 42.52 679.6K 24,787
2022-03-10 Schuessler Morgan M Director / Officer S-Sale D Common Stock 74,586 37.65 2.81M 105,753
2022-03-09 Schuessler Morgan M Director / Officer S-Sale D Common Stock 10,309 38.43 396.2K 198,367
2022-03-09 Del Castillo Rodrigo Director S-Sale D Common Stock 15,573 38.62 601.4K 17,301
2022-03-08 Vizcarrondo Miguel Director F-InKind D Common Stock 3,534 39.29 138.9K 104,935
2022-03-08 Viglianco Diego Director / Officer F-InKind D Common Stock 785 39.29 30.8K 23,270
2022-03-08 Schuessler Morgan M Director S-Sale D Common Stock 18,028 38.63 696.4K 180,339
2022-03-08 Rospigliosi Guillermo Director F-InKind D Common Stock 3,534 39.29 138.9K 34,390
2022-03-08 Rodriguez-Gonzalez Luis A Director A-Award A Common Stock 9,238 39.29 363.0K 39,258
2022-03-08 Perez-Surillo Paola Director F-InKind D Common Stock 1,880 39.29 73.9K 46,133
2022-03-08 Castrillo-Salgado Joaquin A. Director S-Sale D Common Stock 25,000 38.03 950.8K 48,916
2022-02-25 Vizcarrondo Miguel Officer A-Award A Common Stock 12,542 0.00 108,469
2022-02-25 Viglianco Diego Officer A-Award A Common Stock 12,542 0.00 24,055
2022-02-25 Schuessler Morgan M Director / Officer A-Award A Common Stock 48,540 0.00 213,430
2022-02-25 Rospigliosi Guillermo Officer A-Award A Common Stock 12,542 0.00 37,924
2022-02-25 Rodriguez-Gonzalez Luis A Officer A-Award A Common Stock 8,200 0.00 32,615
2022-02-25 Perez-Surillo Paola Officer A-Award A Common Stock 6,753 0.00 48,013
2022-02-25 Del Castillo Rodrigo Officer A-Award A Common Stock 6,753 0.00 35,666
2022-02-25 Castrillo-Salgado Joaquin A. Officer A-Award A Common Stock 14,954 0.00 67,632
2021-12-31 D'ANGELO FRANK G. 0 0.00 0
2021-09-15 Rodriguez-Gonzalez Luis A Officer S-Sale D Common Stock 14,517 45.36 658.5K 24,415
2021-07-01 Vizcarrondo Miguel Officer S-Sale D Common Stock 25,000 43.79 1.09M 95,927
2021-06-07 Viglianco Diego Officer D Common Stock 0 0.00 11,513
2021-06-03 Pagan Ivan Director F-InKind D Common Stock 851 43.57 37.1K 9,720
2021-06-03 JUNQUERA JORGE A Director F-InKind D Common Stock 425 43.57 18.5K 27,133
2021-06-01 SMITH BRIAN JOHN Director A-Award A Common Stock 4,762 43.57 207.5K 37,164
2021-06-01 SCHUMACHER ALAN H Director A-Award A Common Stock 2,868 43.57 125.0K 31,759
2021-06-01 Polak-Gelber Aldo J. Director A-Award A Common Stock 2,868 43.57 125.0K 10,800
2021-06-01 Pagan Ivan Director A-Award A Common Stock 2,868 43.57 125.0K 10,571
2021-06-01 JUNQUERA JORGE A Director A-Award A Common Stock 2,868 43.57 125.0K 27,558
2021-06-01 D'ANGELO FRANK G. Director A-Award A Common Stock 3,901 43.57 170.0K 26,449
2021-06-01 Botero Olga Margarita Director A-Award A Common Stock 2,868 43.57 125.0K 27,841
2021-05-27 BARRETT KELLY HEFNER Director D Common Stock 0 0.00 2,868
2021-05-24 D'ANGELO FRANK G. Director G-Gift D Common Stock 2,000 0.00 22,548
2021-04-26 Steurer Philip E. Officer S-Sale D Common Stock 30,000 39.99 1.20M 28,802
2021-03-18 Rospigliosi Guillermo Officer S-Sale D Common Stock 24,444 39.43 963.8K 25,382
2021-03-11 Schuessler Morgan M Director / Officer S-Sale D Common Stock 11,101 37.13 412.2K 164,890
2021-03-10 Schuessler Morgan M Director / Officer S-Sale D Common Stock 75,000 36.63 2.75M 175,991
2021-03-10 Del Castillo Rodrigo Officer F-InKind D Common Stock 4,331 37.60 162.8K 28,913
2021-03-09 Vizcarrondo Miguel Officer F-InKind D Common Stock 16,839 36.97 622.5K 120,927

Executive team

Top executives
EBIT / Employee
46.4K
Shares Outstanding
61.62M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Morgan M. Schuessler, Jr. President and CEO 857.0K 25.7K 6.80M 1.50M 62.7K 9.25M 73.55%
2 2025 Joaquín A. Castrillo Senior Executive Vice President and COO 473.5K 19.9K 1.95M 583.5K 27.8K 3.05M 63.84%
3 2025 Diego Viglianco Executive Vice President and CIO 470.5K 14.3K 1.95M 468.4K 5.3K 2.91M 67.04%
4 2025 Luis A. Rodríguez Executive Vice President 411.3K 12.5K 1.30M 414.0K 10.3K 2.15M 60.52%
5 2025 Paola Pérez Executive Vice President 411.3K 17.4K 1.30M 374.2K 10.3K 2.11M 61.52%
6 2025 Karla Cruz Jusino Executive Vice President, CFO and Treasurer 266.6K 7.7K 275.0K 357.1K 10.6K 917.0K 29.99%
7 2024 Morgan M. Schuessler, Jr. President and CEO 844.5K 25.7K 6.40M 1.65M 46.3K 8.97M 71.36%
8 2024 Joaquín A. Castrillo Executive Vice President, CFO and Treasurer 456.8K 19.3K 1.66M 489.5K 25.9K 2.65M 62.61%
9 2024 Joaquín A. Castrillo Senior Executive Vice President and COO 456.8K 19.3K 1.66M 489.5K 25.9K 2.65M 62.61%
10 2024 Diego Viglianco Executive Vice President and COO 456.8K 13.9K 1.66M 506.4K 5.3K 2.64M 62.82%
11 2024 Diego Viglianco Executive Vice President and CIO 456.8K 13.9K 1.66M 506.4K 5.3K 2.64M 62.82%
12 2024 Paola Pérez Executive Vice President 399.3K 16.9K 1.30M 424.9K 24.7K 2.17M 60.03%
13 2024 Luis A. Rodríguez Executive Vice President 399.3K 12.2K 1.30M 430.4K 12.1K 2.15M 60.36%
14 2023 Morgan M. Schuessler, Jr. President and CEO 816.0K 25.0K 12.07M 1.41M 43.2K 14.37M 84.01%
15 2023 Joaquín A. Castrillo Executive Vice President, CFO and Treasurer 423.9K 18.8K 1.66M 514.5K 36.8K 2.65M 62.55%
16 2023 Joaquín A. Castrillo Senior Executive Vice President and COO 423.9K 18.8K 1.66M 514.5K 36.8K 2.65M 62.55%
17 2023 Diego Viglianco Executive Vice President and CIO 422.5K 13.5K 1.66M 482.5K 7.6K 2.59M 64.19%
18 2023 Diego Viglianco Executive Vice President and COO 422.5K 13.5K 1.66M 482.5K 7.6K 2.59M 64.19%
19 2023 Miguel Vizcarrondo Executive Vice President and Chief Product and Innovation Officer 387.7K 16.4K 1.30M 450.9K 25.0K 2.18M 59.64%
20 2023 Guillermo Rospigliosi Executive Vice President and Group Head of Latam 387.7K 11.8K 1.30M 453.3K 19.9K 2.17M 59.83%
21 2023 Luis A. Rodríguez Executive Vice President 381.7K 11.8K 1.30M 414.8K 10.1K 2.12M 61.37%
22 2022 Morgan M. Schuessler, Jr. President and CEO 781.1K 824.0K 5.75M 871.8K 57.5K 8.28M 69.41%
23 2022 Joaquín A. Castrillo Executive Vice President, CFO and Treasurer 392.0K 416.6K 1.55M 294.8K 34.5K 2.69M 57.67%
24 2022 Miguel Vizcarrondo Executive Vice President and Chief Product and Innovation Officer 376.4K 415.9K 1.30M 325.1K 15.0K 2.43M 53.44%
25 2022 Luis A. Rodríguez Executive Vice President, Chief Legal and Administrative Officer, and Secretary of the Board 346.9K 411.1K 1.18M 240.9K 41.9K 2.22M 53.03%
26 2022 Luis A. Rodríguez Executive Vice President 346.9K 411.1K 1.18M 240.9K 41.9K 2.22M 53.03%
27 2022 Diego Viglianco Executive Vice President and COO 362.5K 211.9K 1.30M 310.0K 8.4K 2.19M 59.29%
28 2022 Guillermo Rospigliosi Executive Vice President and Group Head of Latam 376.4K 51.5K 1.30M 293.2K 11.5K 2.03M 63.96%
29 2021 Morgan M. Schuessler, Jr. President and CEO 751.1K 22.9K 5.25M 1.36M 118.8K 7.50M 70.02%
30 2021 Joaquín A. Castrillo Executive Vice President, CFO and Treasurer 380.6K 16.1K 1.42M 412.1K 50.0K 2.28M 62.38%
31 2021 Guillermo Rospigliosi Executive Vice President and Group Head of Latam 365.4K 11.1K 1.21M 376.0K 28.7K 2.00M 60.85%
32 2021 Guillermo Rospigliosi Executive Vice President and Chief Product and Innovation Officer 365.4K 11.1K 1.21M 376.0K 28.7K 2.00M 60.85%
33 2021 Miguel Vizcarrondo Executive Vice President and Chief Commercial Officer for Puerto Rico and the Caribbean 365.4K 15.5K 1.21M 376.0K 15.2K 1.99M 61.13%
34 2021 Miguel Vizcarrondo Executive Vice President and Chief Product and Innovation Officer 365.4K 15.5K 1.21M 376.0K 15.2K 1.99M 61.13%
35 2021 Diego Viglianco Executive Vice President and COO 184.0K 856.0K 334.7K 128.0K 1.50M 56.97%
36 2021 Luis A. Rodríguez Executive Vice President, Chief Legal and Administrative Officer, and Secretary of the Board 324.8K 9.9K 750.0K 334.3K 5.2K 1.42M 52.66%
37 2020 Morgan M. Schuessler, Jr. President and CEO 712.9K 22.2K 3.60M 945.6K 37.5K 5.32M 67.69%
38 2020 Joaquín A. Castrillo Executive Vice President, CFO and Treasurer 341.2K 15.6K 1.00M 287.5K 27.6K 1.67M 59.81%
39 2020 Miguel Vizcarrondo Executive Vice President and Chief Product and Innovation Officer 339.7K 15.0K 750.0K 286.3K 13.8K 1.40M 53.39%
40 2020 Miguel Vizcarrondo Executive Vice President and Chief Commercial Officer for Puerto Rico and the Caribbean 339.7K 15.0K 750.0K 286.3K 13.8K 1.40M 53.39%
41 2020 Guillermo Rospigliosi Executive Vice President and Chief Product and Innovation Officer 339.7K 10.8K 750.0K 268.1K 4.6K 1.37M 54.62%
42 2020 Luis A. Rodríguez Executive Vice President, Chief Legal and Corporate Development Officer, and Secretary of the Board of Directors 306.5K 9.6K 525.0K 244.5K 9.8K 1.10M 47.93%
43 2020 Luis A. Rodríguez Executive Vice President, Chief Legal and Administrative Officer, and Secretary of the Board 306.5K 9.6K 525.0K 244.5K 9.8K 1.10M 47.93%
44 2019 Morgan M. Schuessler, Jr. President and CEO 700.0K 21.0K 3.00M 798.1K 33.0K 4.55M 65.90%
45 2019 Joaquín A. Castrillo Executive Vice President, CFO and Treasurer 305.0K 13.5K 600.0K 277.9K 28.6K 1.23M 48.98%
46 2019 Joaquín A. Castrillo Executive Vice President and CFO 305.0K 13.5K 600.0K 277.9K 28.6K 1.23M 48.98%
47 2019 Miguel Vizcarrondo Executive Vice President and Head of Payment Services—Puerto Rico & Caribbean, Business Solutions and Merchant Acquiring 319.5K 13.8K 525.0K 278.4K 24.0K 1.16M 45.23%
48 2019 Miguel Vizcarrondo Executive Vice President and Chief Commercial Officer for Puerto Rico and the Caribbean 319.5K 13.8K 525.0K 278.4K 24.0K 1.16M 45.23%
49 2019 Guillermo Rospigliosi Executive Vice President and Chief Product and Innovation Officer 330.0K 9.9K 525.0K 276.2K 7.9K 1.15M 45.69%
50 2019 Guillermo Rospigliosi Executive Vice President and Chief Product & Innovation Officer 330.0K 9.9K 525.0K 276.2K 7.9K 1.15M 45.69%
51 2019 Philip E. Steurer Executive Vice President and COO 330.0K 13.8K 525.0K 276.4K 2.7K 1.15M 45.74%
52 2019 Luis A. Rodríguez Executive Vice President, Chief Legal and Corporate Development Officer, and Secretary of the Board of Directors 292.5K 9.0K 525.0K 251.3K 17.7K 1.10M 47.93%
53 2018 Morgan M. Schuessler, Jr. President and CEO 678.8K 20.3K 3.00M 968.1K 46.1K 4.71M 63.65%
54 2018 Peter J.S. Smith Former Executive Vice President and CFO (through September 6, 2018) 275.4K 600.00 1.00M 23.1K 1.30M 76.98%
55 2018 Miguel Vizcarrondo Executive Vice President and Chief Commercial Officer for Puerto Rico and the Caribbean 309.0K 12.9K 525.0K 311.5K 22.6K 1.18M 44.45%
56 2018 Miguel Vizcarrondo Executive Vice President and Head of Payment Services—Puerto Rico & Caribbean, Business Solutions and Merchant Acquiring 309.0K 12.9K 525.0K 311.5K 22.6K 1.18M 44.45%
57 2018 Philip E. Steurer Executive Vice President and COO 327.7K 13.8K 525.0K 306.7K 1.17M 44.75%
58 2018 Luis A. Rodríguez Executive Vice President, Chief Legal and Corporate Development Officer, and Secretary of the Board of Directors 285.0K 8.6K 525.0K 282.0K 13.7K 1.11M 47.12%
59 2018 Luis A. Rodríguez Executive Vice President and General Counsel 285.0K 8.6K 525.0K 282.0K 13.7K 1.11M 47.12%
60 2018 Guillermo Rospigliosi Executive Vice President and Chief Product and Innovation Officer 330.0K 9.9K 326.5K 8.3K 674.6K 0.00%
61 2018 Guillermo Rospigliosi Executive Vice President and Chief Product & Innovation Officer 330.0K 9.9K 326.5K 8.3K 674.6K 0.00%
62 2018 Joaquín A. Castrillo Executive Vice President and CFO (since September 7, 2018) 175.2K 24.2K 80.0K 120.0K 7.3K 406.6K 19.68%
63 2018 Joaquín A. Castrillo Executive Vice President, CFO and Treasurer 175.2K 24.2K 80.0K 120.0K 7.3K 406.6K 19.68%
64 2018 Joaquín A. Castrillo Executive Vice President and CFO 175.2K 24.2K 80.0K 120.0K 7.3K 406.6K 19.68%
65 2017 Morgan M. Schuessler, Jr. President and CEO 662.5K 20.3K 6.00M 675.0K 61.1K 7.42M 80.88%
66 2017 Peter J.S. Smith Executive Vice President, CFO and Treasurer 375.0K 12.0K 2.00M 300.0K 39.8K 2.73M 73.35%
67 2017 Peter J.S. Smith Former Executive Vice President and CFO (through September 6, 2018) 375.0K 12.0K 2.00M 300.0K 31.7K 2.72M 73.57%
68 2017 Philip E. Steurer Executive Vice President and COO 298.8K 13.1K 1.03M 236.3K 1.57M 65.15%
69 2017 Miguel Vizcarrondo Executive Vice President and Head of Payment Services—Puerto Rico & Caribbean, Business Solutions and Merchant Acquiring 304.5K 12.9K 1.03M 203.4K 21.6K 1.57M 65.40%
70 2017 Guillermo Rospigliosi Executive Vice President and Head of Product, Marketing and Innovation 327.5K 9.9K 950.0K 222.8K 6.9K 1.52M 62.62%
71 2017 Guillermo Rospigliosi Executive Vice President and Chief Product & Innovation Officer 327.5K 9.9K 950.0K 222.8K 6.9K 1.52M 62.62%
72 2016 Morgan M. Schuessler, Jr. President and CEO 650.0K 19.5K 2.73M 632.3K 43.5K 4.08M 66.99%
73 2016 Peter J.S. Smith Executive Vice President, CFO and Treasurer 350.0K 10.5K 882.0K 250.0K 266.3K 1.76M 50.15%
74 2016 Peter J.S. Smith Former Executive Vice President and CFO (through September 6, 2018) 350.0K 10.5K 882.0K 250.0K 266.3K 1.76M 50.15%
75 2016 Mariana Goldvarg President for Latin America 350.0K 10.5K 840.7K 233.4K 10.0K 1.44M 58.20%
76 2016 Philip E. Steurer Executive Vice President and COO 285.0K 11.9K 525.0K 212.2K 48.6K 1.08M 48.49%
77 2016 Miguel Vizcarrondo Executive Vice President and Head of Merchant Acquiring and Payment Processing 300.0K 12.5K 376.3K 203.9K 30.7K 923.4K 40.75%
78 2016 Miguel Vizcarrondo Executive Vice President and Head of Payment Services—Puerto Rico & Caribbean, Business Solutions and Merchant Acquiring 300.0K 12.5K 350.0K 203.9K 30.7K 897.1K 39.01%
79 2016 Guillermo Rospigliosi Executive Vice President and Head of Product, Marketing and Innovation 243.8K 9.8K 182.2K 122.9K 558.6K 0.00%
80 2015 Morgan M. Schuessler, Jr. President and CEO 470.0K 19.5K 3.95M 497.3K 71.9K 5.01M 78.86%
81 2015 Mariana Goldvarg President for Latin America 201.9K 10.5K 1.00M 176.0K 144.9K 1.53M 65.22%
82 2015 Miguel Vizcarrondo Executive Vice President and Head of Payment Services—Puerto Rico & Caribbean, Business Solutions and Merchant Acquiring 300.0K 12.5K 525.0K 227.0K 18.0K 1.08M 48.50%
83 2015 Philip E. Steurer Executive Vice President and COO 285.0K 11.9K 498.8K 215.5K 14.2K 1.03M 48.64%
84 2015 Carlos J. Ramírez Executive Vice President and Head of Business Solutions 300.0K 12.5K 525.0K 162.0K 10.9K 1.01M 51.96%
85 2015 Miguel Vizcarrondo Executive Vice President and Head of Merchant Acquiring and Payment Processing 300.0K 12.5K 393.8K 227.0K 18.0K 951.3K 41.39%
86 2015 Peter J.S. Smith Executive Vice President, CFO and Treasurer 106.3K 500.0K 89.3K 68.2K 763.8K 65.46%
87 2015 Juan J. Román Former Executive Vice President and CFO 278.5K 600.00 77.8K 298.5K 655.4K 11.87%
88 2015 Frank G. D’Angelo Former Interim CEO 75.0K 75.4K 16.9K 167.3K 45.06%
89 2014 Peter Harrington President and CEO 591.5K 27.1K 403.8K 1.55M 2.58M 0.00%
90 2014 Juan J. Román Former Executive Vice President and CFO 386.9K 16.7K 231.4K 55.8K 690.7K 0.00%
91 2014 Juan J. Román Executive Vice President and CFO 386.9K 16.7K 231.4K 55.8K 690.7K 0.00%
92 2014 Philip E. Steurer Executive Vice President and COO 258.8K 11.9K 148.8K 40.7K 487.2K 0.00%
93 2014 Philip E. Steurer Executive Vice President and COO 258.8K 11.9K 148.8K 40.7K 460.2K 0.00%
94 2014 Miguel Vizcarrondo Executive Vice President and Head of Merchant Acquiring and Payment Processing 266.0K 12.5K 122.9K 52.1K 453.5K 0.00%
95 2014 Miguel Vizcarrondo Executive Vice President and Head of Merchant Acquiring 266.0K 12.5K 122.9K 52.1K 453.5K 0.00%
96 2014 Carlos J. Ramírez Executive Vice President and Head of Business Solutions 266.0K 12.5K 106.0K 58.2K 442.7K 0.00%
97 2014 Carlos J. Ramírez Executive Vice President and Head of Business Solutions 266.0K 12.5K 106.0K 58.2K 442.7K 0.00%
98 2013 Eduardo Camargo 39.2K 144.7K 1.10M 11.2K 1.29M 84.88%
99 2013 Peter Harrington President and CEO 500.0K 20.8K 382.1K 903.0K 0.00%
100 2013 Juan J. Román Executive Vice President and CFO 375.0K 15.6K 217.3K 607.9K 0.00%
101 2013 Juan J. Román Former Executive Vice President and CFO 375.0K 15.6K 217.3K 607.9K 0.00%
102 2013 Carlos J. Ramírez Executive Vice President and Head of Business Solutions 235.0K 9.8K 246.1K 490.9K 0.00%
103 2013 Carlos J. Ramírez Executive Vice President and Head of Business Solutions 235.0K 9.8K 246.1K 490.9K 0.00%
104 2013 Carlos J. Ramírez Executive Vice President, Head of Business Solutions 235.0K 9.8K 245.3K 490.1K 0.00%
105 2013 Miguel Vizcarrondo Executive Vice President and Head of Merchant Acquiring and Payment Processing 235.0K 9.8K 200.1K 444.9K 0.00%
106 2013 Miguel Vizcarrondo Executive Vice President and Head of Merchant Acquiring 235.0K 9.8K 200.1K 444.9K 0.00%
107 2013 Miguel Vizcarrondo Executive Vice President, Head of Merchant Acquiring 235.0K 9.8K 200.1K 444.9K 0.00%
108 2013 Philip E. Steurer Executive Vice President and COO 235.0K 9.8K 187.8K 432.6K 0.00%
109 2013 Philip E. Steurer Executive Vice President and COO 235.0K 9.8K 187.8K 432.6K 0.00%
110 2012 Peter Harrington President and CEO 413.5K 235.8K 250.0K 1.38M 79.8K 2.36M 69.15%
111 2012 Juan J. Román Executive Vice President and CFO 375.0K 15.6K 262.5K 36.0K 689.1K 0.00%
112 2012 Philip E. Steurer Executive Vice President and COO 93.1K 100.0K 327.8K 28.6K 549.5K 59.65%
113 2012 Miguel Vizcarrondo Executive Vice President and Head of Merchant Acquiring 227.7K 9.8K 38.7K 164.5K 43.7K 484.4K 8.00%
114 2012 Miguel Vizcarrondo Executive Vice President, Head of Merchant Acquiring 227.7K 9.8K 38.7K 164.5K 43.7K 484.4K 8.00%
115 2012 Carlos J. Ramírez Executive Vice President, Head of Business Solutions 235.0K 9.8K 164.5K 53.2K 462.5K 0.00%
116 2012 Carlos J. Ramírez Executive Vice President and Head of Business Solutions 235.0K 9.8K 164.5K 53.2K 462.5K 0.00%
117 2011 Carlos J. Ramírez Executive Vice President, Head of Business Solutions 235.0K 9.8K 714.4K 150.4K 7.9K 1.12M 63.93%
118 2011 Miguel Vizcarrondo Executive Vice President, Head of Merchant Acquiring 190.0K 7.9K 535.8K 121.6K 8.8K 864.2K 62.01%
119 2011 Juan J. Román Executive Vice President and CFO 151.4K 6.3K 534.3K 109.4K 495.00 801.9K 66.63%
CEO compensation breakdown

Proxy statements

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

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-04-30 8-K
2026-04-30 8-K
2026-04-28 SC 13G
2026-04-28 SC 13G
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2026-03-26 SC 13G/A
2026-03-09 4
2026-03-09 4

Executive team

NameTitleCompensationGender
Morgan Schuessler Jr. President, Chief Executive Officer & Director 2M male
Joaquin A. Castrillo-Salgado Senior Executive Vice President & Chief Operating Officer 1M male
Diego Viglianco Executive Vice President & Chief Information Officer 958.5K male
Miguel Vizcarrondo Carrión Executive Vice President and Chief Product & Innovation Officer 879.9K male
Luis A. Rodríguez-González Executive Vice President, Chief Legal & Administrative Officer and Secretary 848.1K male
Paola Perez Surillo Executive Vice President and Group Head of Puerto Rico & Caribbean 813.2K female
Daniel Brignardello Executive Vice President & Group Head of Latin America 781.2K male
Karla Cruz-Jusino Executive Vice President, Chief Financial Officer & Treasurer 642.0K female
Yadhira Rodriguez SVP & Chief Human Resources Officer female
Beatriz Brown-Saenz Investor Relations Officer female
Claudio Almeida Prado Executive Vice President & Group Head of Brazil male
Loyda Montes Santiago Senior Manager of Finance Strategy & Investor Relations
ESG Rating
B
SOFTWARE - INFRASTRUCTURE
2024
E (Environmental)
54.7 / 65.1
Company / Sector avg.
S (Social)
68.1 / 63.5
Company / Sector avg.
G (Governance)
66.3 / 65.6
Company / Sector avg.
ESG Total
63.0 / 64.7
Company / Sector avg.
ESG Score History SOFTWARE - INFRASTRUCTURE
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
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-11 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