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Extra Space Storage Inc. (EXR)
USD145.32
+1.36 (+0.94%)
US NYSE S&P 500
Real Estate REIT - Industrial
Address
2795 East Cottonwood Parkway 84121
Salt Lake City, UT, US
Salt Lake City, UT, US
CEO
Joseph Daniel Margolis
Website
extraspace.com
IPO
2004-08-16
CIK 1289490 ISIN US30225T1025
Also trades on
London Stock Exchange · 0IJV.L (USD)
New York Stock Exchange · EXR (USD)
Description
Extra Space Storage Inc., a prominent, self-administered and self-managed real estate investment trust (REIT), is headquartered in Salt Lake City, Utah, and holds a distinguished place as a member of the S&P 500 index. As of September 30, 2020, its expansive portfolio encompassed 1,906 self-storage facilities, with operations spanning 40 U.S. states, Washington, D.C., and Puerto Rico. Collectively, these facilities offer roughly 1.4 million individual storage units, totaling approximately 147.5 million square feet of rentable area. Extra Space Storage caters to diverse customer needs by providing a wide array of secure and conveniently located storage solutions nationwide. This includes specialized options for vehicles like boats and RVs, as well as dedicated business storage. Notably, it holds the position of the second-largest owner and operator of self-storage facilities throughout the U.S., and stands as the nation's largest self-storage management company.
News Sentiment (7d)
Based on only 1 article — low confidence
- Is EXR Stock Worth Retaining in Your Portfolio for the Long Run? Zacks Investment Research
Merger & Acquisition History
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| Life Storage, Inc. | LSI | 2023-05-23 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2016-01-15 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD145.32
+1.36 (+0.94%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.21
Float Shares
208.85M
Free Float %
98.9%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.03% | +0.61% | +0.68% | -4.45% | +8.37% | +10.82% | -4.53% | -1.27% | -5.07% | +55.22% | +1,054.48% |
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
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (28 ratings, all time)
Hold
Price Targets & DCF
Current price
145.32
Low
140.00
-3.7%
Consensus
151.88
+4.5%
Median
152.50
+4.9%
High
164.00
+12.9%
DCF (Unlevered)
184.75
+27.1%
DCF (Levered)
164.25
+13.0%
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)
41% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 6 | 0 |
| Hold | 12 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
156.50
+7.7%
|
| Last Quarter | 4 |
150.25
+3.4%
|
| Last Year | 20 |
149.85
+3.1%
|
| All Time | 35 |
161.06
+10.8%
|
Quality scores
Altman Z-Score
1.54
Distress
Piotroski F-Score
5 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
-
Revenue growth+1.2% Q1'26: +1.9% (vs Q1'25)
-
EPS growth+13.9% Q1'26: -10.9% (vs Q1'25)
-
FCF margin— Q1'26: +45.1% (vs Q1'25)
-
EBIT margin— Q1'26: +42.9% (vs Q1'25)
-
ROIC— Q1'26: +5.0% (vs Q1'25)
-
Share dilution+0.1% Q1'26: +3.9% (vs Q1'25)
-
Debt / EBITDA6.20× Q1'26: 6.30× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 5 Rev. Ana. 7 EPS Ana. |
Dec 2027 5 Rev. Ana. 7 EPS Ana. |
Dec 2028 2 Rev. Ana. 6 EPS Ana. |
Dec 2029 1 Rev. Ana. 4 EPS Ana. |
Dec 2030 1 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
197.26M
est: 340.81M (-42.1%)
|
238.87M
est: 202.69M (+17.8%)
|
273.25M
est: 256.47M (+6.5%)
|
280.48M
est: 271.55M (+3.3%)
|
281.50M
est: 221.72M (+27.0%)
|
329.83M
est: 278.77M (+18.3%)
|
420.26M
est: 318.75M (+31.8%)
|
532.27M
est: 481.31M (+10.6%)
|
657.70M
est: 632.25M (+4.0%)
|
794.62M
est: 769.17M (+3.3%)
|
1.00B
est: 982.79M (+2.2%)
|
1.12B
est: 1.10B (+2.0%)
|
1.21B
est: 1.19B (+1.5%)
|
1.32B
est: 1.30B (+1.6%)
|
1.38B
est: 1.34B (+2.6%)
|
1.61B
est: 1.58B (+2.2%)
|
1.97B
est: 1.93B (+1.8%)
|
2.62B
est: 3.22B (-18.8%)
|
3.34B
est: 3.26B (+2.4%)
|
3.38B
est: 3.37B (+0.4%)
|
3.47B
3.41B – 3.54B
+3.1% YoY
|
3.58B
3.51B – 3.69B
+3.2% YoY
|
3.71B
3.65B – 3.79B
+3.5% YoY
|
3.89B
3.83B – 3.98B
+4.9% YoY
|
4.26B
4.20B – 4.36B
+9.5% YoY
|
| EBITDA |
96.82M
est: 59.50M (+62.7%)
|
39.80M
est: 61.80M (-35.6%)
|
54.42M
est: 129.57M (-58.0%)
|
145.40M
est: 201.99M (-28.0%)
|
144.40M
est: 107.79M (+34.0%)
|
174.75M
est: 145.68M (+20.0%)
|
242.55M
est: 188.78M (+28.5%)
|
320.37M
est: 304.88M (+5.1%)
|
404.09M
est: 370.00M (+9.2%)
|
509.87M
est: 449.36M (+13.5%)
|
661.40M
est: 501.13M (+32.0%)
|
750.23M
est: 728.28M (+3.0%)
|
812.40M
est: 691.18M (+17.5%)
|
864.88M
est: 830.94M (+4.1%)
|
894.87M
est: 745.31M (+20.1%)
|
1.11B
est: 903.89M (+22.7%)
|
1.37B
est: 1.13B (+20.6%)
|
1.79B
est: 2.23B (-19.6%)
|
2.26B
est: 2.26B (+0.1%)
|
2.41B
est: 2.33B (+3.6%)
|
2.40B
2.36B – 2.45B
+3.1% YoY
|
2.48B
2.43B – 2.56B
+3.2% YoY
|
2.57B
2.53B – 2.63B
+3.5% YoY
|
2.69B
2.65B – 2.76B
+4.9% YoY
|
2.95B
2.91B – 3.02B
+9.5% YoY
|
| EBIT |
59.65M
est: 68.13M (-12.4%)
|
83.80M
est: 68.34M (+22.6%)
|
105.61M
est: 83.47M (+26.5%)
|
106.25M
est: 74.84M (+42.0%)
|
103.32M
est: 66.75M (+54.8%)
|
128.64M
est: 94.40M (+36.3%)
|
168.10M
est: 110.63M (+52.0%)
|
225.14M
est: 191.82M (+17.4%)
|
289.01M
est: 267.38M (+8.1%)
|
376.41M
est: 293.98M (+28.0%)
|
478.84M
est: 323.38M (+48.1%)
|
556.94M
est: 481.66M (+15.6%)
|
603.35M
est: 531.66M (+13.5%)
|
645.03M
est: 626.31M (+3.0%)
|
670.43M
est: 555.61M (+20.7%)
|
867.55M
est: 696.14M (+24.6%)
|
1.08B
est: 878.96M (+22.8%)
|
1.29B
est: 1.63B (-20.7%)
|
1.48B
est: 1.65B (-10.1%)
|
1.70B
est: 1.70B (-0.2%)
|
1.75B
1.72B – 1.79B
+3.1% YoY
|
1.81B
1.77B – 1.87B
+3.2% YoY
|
1.87B
1.85B – 1.92B
+3.5% YoY
|
1.97B
1.94B – 2.01B
+4.9% YoY
|
2.15B
2.12B – 2.20B
+9.5% YoY
|
| Net Income |
14.88M
est: 15.84M (-6.1%)
|
36.09M
est: 29.33M (+23.1%)
|
46.89M
est: 40.60M (+15.5%)
|
31.98M
est: 22.45M (+42.4%)
|
26.33M
est: 19.86M (+32.6%)
|
50.45M
est: 41.60M (+21.3%)
|
117.31M
est: 80.91M (+45.0%)
|
172.08M
est: 146.06M (+17.8%)
|
178.36M
est: 170.57M (+4.6%)
|
189.47M
est: 177.11M (+7.0%)
|
366.13M
est: 258.35M (+41.7%)
|
479.01M
est: 411.35M (+16.5%)
|
415.29M
est: 347.94M (+19.4%)
|
419.97M
est: 414.29M (+1.4%)
|
481.78M
est: 398.60M (+20.9%)
|
827.65M
est: 590.06M (+40.3%)
|
860.69M
est: 822.47M (+4.6%)
|
803.20M
est: 822.97M (-2.4%)
|
854.68M
est: 831.36M (+2.8%)
|
974.00M
est: 934.34M (+4.2%)
|
986.99M
982.80M – 991.19M
+5.6% YoY
|
1.03B
1.03B – 1.04B
+4.8% YoY
|
1.12B
1.03B – 1.18B
+7.9% YoY
|
1.18B
1.16B – 1.21B
+5.5% YoY
|
1.16B
1.14B – 1.20B
-1.3% YoY
|
| SGA |
35.60M
est: 161.62M (-78.0%)
|
36.72M
est: 126.96M (-71.1%)
|
40.43M
est: 101.14M (-60.0%)
|
46.02M
est: 137.74M (-66.6%)
|
44.43M
est: 71.06M (-37.5%)
|
51.82M
est: 87.47M (-40.8%)
|
50.45M
est: 86.76M (-41.8%)
|
54.25M
est: 133.73M (-59.4%)
|
69.79M
est: 169.81M (-58.9%)
|
78.29M
est: 222.44M (-64.8%)
|
90.67M
est: 190.26M (-52.3%)
|
93.37M
est: 242.18M (-61.4%)
|
97.41M
est: 248.60M (-60.8%)
|
114.52M
est: 305.01M (-62.5%)
|
124.93M
est: 131.66M (-5.1%)
|
120.99M
est: 75.10M (+61.1%)
|
174.89M
est: 96.05M (+82.1%)
|
223.32M
est: 250.61M (-10.9%)
|
282.06M
est: 253.69M (+11.2%)
|
186.34M
est: 261.96M (-28.9%)
|
270.02M
265.32M – 275.50M
+3.1% YoY
|
278.67M
273.16M – 287.33M
+3.2% YoY
|
288.52M
284.30M – 295.15M
+3.5% YoY
|
302.77M
298.34M – 309.72M
+4.9% YoY
|
331.63M
326.77M – 339.24M
+9.5% YoY
|
| EPS |
0.27
est: 0.32 (-14.3%)
|
0.53
est: 0.36 (+47.2%)
|
0.61
est: 0.46 (+32.6%)
|
0.37
est: 0.71 (-47.9%)
|
0.30
est: 0.19 (+62.2%)
|
0.55
est: 0.38 (+44.7%)
|
1.15
est: 0.53 (+117.0%)
|
1.54
est: 1.03 (+49.5%)
|
1.54
est: 1.44 (+6.9%)
|
1.58
est: 1.79 (-11.6%)
|
2.92
est: 2.54 (+14.8%)
|
3.79
est: 2.85 (+33.0%)
|
3.28
est: 2.99 (+9.9%)
|
3.27
est: 3.10 (+5.5%)
|
3.71
est: 3.35 (+10.7%)
|
6.20
est: 5.32 (+16.5%)
|
6.41
est: 6.09 (+5.2%)
|
4.74
est: 3.86 (+22.7%)
|
4.03
est: 3.93 (+2.6%)
|
4.59
est: 4.41 (+4.1%)
|
4.66
4.64 – 4.68
+5.6% YoY
|
4.89
4.84 – 4.93
+5.0% YoY
|
5.18
4.86 – 5.58
+6.0% YoY
|
5.56
5.45 – 5.73
+7.3% YoY
|
5.49
5.39 – 5.65
-1.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-27 | Mizuho | Outperform | Outperform | Maintain |
| 2026-05-18 | UBS | Buy | Buy | Maintain |
| 2026-05-06 | Truist Securities | Hold | Hold | Maintain |
| 2026-04-16 | Wells Fargo | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-27 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-26 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-22 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-21 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 4/5 | 3/5 | 4/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 3/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B | 3/5 | 4/5 | 3/5 | 5/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
1.76B
OE per share TTM
8.16
Owner's Yield
—
Maintenance CapEx ratio
41.83%
Maint CapEx / Avg PPE
18.3%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
772
Total invested
26.41B
Insider transactions (90d)
9
Beneficial owners (>5%)
21
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 | 21.93M | 16.38% | — | 340.7K | 21.27M | 666.8K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 2 | ESS Holdings Business Trust I | 18.76M | 17.50% | — | 18.76M | — | 18.76M | OO | — | 2024-02-14 | ↗ |
| 3 | Extra Space Storage Inc. | 18.76M | 17.50% | — | 18.76M | — | 18.76M | CO | — | 2024-02-14 | ↗ |
| 4 | Extra Space Storage LP | 18.76M | 17.50% | — | 18.76M | — | 18.76M | PN | — | 2024-02-14 | ↗ |
| 5 | (1) BlackRock, Inc. | 13.83M | 10.30% | — | — | — | — | HC | Delaware | 2023-01-20 | ↗ |
| 6 | Cohen & Steers, Inc. 14-1904657 | 10.58M | 5.01% | 7.18M | — | 10.58M | — | HC, CO | — | 2024-02-14 | ↗ |
| 7 | Cohen & Steers Capital Management, Inc. 13-3353336 | 10.52M | 4.98% | 7.16M | — | 10.52M | — | IA, CO | — | 2024-02-14 | ↗ |
| 8 | 13-3353336 | 9.23M | 7.15% | 5.72M | — | 9.23M | — | IA, CO | New York | 2021-02-16 | ↗ |
| 9 | Abigail P. Johnson | 8.71M | 7.49% | — | — | 8.71M | — | IN | Delaware | 2015-02-13 | ↗ |
| 10 | Edward C. Johnson 3d | 8.71M | 7.49% | — | — | 8.71M | — | IN | Delaware | 2015-02-13 | ↗ |
| 11 | FMR LLC | 8.71M | 7.49% | 2.98M | — | 8.71M | — | HC | Delaware | 2015-02-13 | ↗ |
| 12 | STATE STREET CORPORATION | 8.51M | 6.36% | — | 6.89M | — | — | HC | — | 2022-02-11 | ↗ |
| 13 | 232802869 | 7.18M | 8.30% | — | — | — | — | IA | 19087 | 2010-02-12 | ↗ |
| 14 | 98-0557567 | 5.51M | 4.40% | 2.84M | — | 5.51M | — | IA, HC | Bermuda | 2018-02-07 | ↗ |
| 15 | AEW Capital Management, Inc. | 2.17M | 3.00% | 1.82M | — | 2.17M | — | CO | Massachusetts | 2012-02-14 | ↗ |
| 16 | LaSalle Investment Management, Inc. | 252.5K | 0.30% | — | — | 252.5K | — | IA | Maryland | 2012-02-10 | ↗ |
| 17 | Cohen & Steers Europe S.A. | 162.6K | 0.15% | 85.0K | — | 162.6K | — | IA, CO | Belgium | 2013-02-14 | ↗ |
| 18 | Cohen & Steers UK Limited | 53.2K | 0.03% | 16.1K | — | 53.2K | — | IA, CO | — | 2024-02-14 | ↗ |
| 19 | Cohen & Steers Ireland Limited | 7.0K | 0.00% | 7.0K | — | 7.0K | — | FI, CO | — | 2024-02-14 | ↗ |
| 20 | 95-1411037 | 13.00 | 9.70% | 13.06M | — | 13.06M | — | IA | Delaware | 2023-02-13 | ↗ |
| 21 | Cohen & Steers Asia Limited | — | 0.00% | — | — | — | — | IA, CO | — | 2024-02-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
772
+21 vs prev Q
New positions
99
Closed positions
83
Increased
364
Reduced
256
Put/Call ratio
0.50
Calls held
233.3K
Puts held
115.6K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 311.1K +311.1K (+100.0%) | 40.52B +40.5B (+100.0%) | 0.15% +0.147 pp | 0.06% +0.061 pp | USD130.22 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 34.51M +75.6K (+0.2%) | 4.49B -359.3M (-7.4%) | 16.28% +0.034 pp | 0.07% -0.008 pp | USD93.92 +38.6% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 22.55M +1.1M (+5.3%) | 2.94B -81.0M (-2.7%) | 10.64% +0.537 pp | 0.05% -0.003 pp | USD177.31 -26.6% | 6 qtrs — |
| 4 | COHEN & STEERS, INC. | 15.98M +1.9M (+13.4%) | 2.08B +95.0M (+4.8%) | 7.54% +0.891 pp | 3.76% +0.180 pp | USD129.82 +0.3% | 73 qtrs — |
| 5 | STATE STREET CORP | 13.84M -66.2K (-0.5%) | 1.80B -157.7M (-8.0%) | 6.53% -0.032 pp | 0.06% -0.008 pp | USD110.18 +18.2% | 51 qtrs — |
| 6 | NORGES BANK | 9.37M +9.4M (+100.0%) | 1.22B +1.2B (+100.0%) | 4.42% +4.420 pp | 0.13% +0.131 pp | USD130.22 +0.0% | 1 qtrs NEW |
| 7 | CAPITAL WORLD INVESTORS | 7.09M -70.4K (-1.0%) | 923.39M -86.0M (-8.5%) | 3.35% -0.034 pp | 0.13% -0.012 pp | USD154.99 -16.0% | 24 qtrs — |
| 8 | PRINCIPAL FINANCIAL GROUP INC | 6.65M -69.6K (-1.0%) | 865.48M -81.1M (-8.6%) | 3.14% -0.033 pp | 0.44% -0.036 pp | USD122.40 +6.4% | 72 qtrs — |
| 9 | CAPITAL INTERNATIONAL INVESTORS | 6.26M +2.7M (+73.9%) | 814.75M +307.7M (+60.7%) | 2.95% +1.255 pp | 0.13% +0.046 pp | USD144.88 -10.1% | 12 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 5.95M +56.1K (+1.0%) | 771.40M -55.4M (-6.7%) | 2.81% +0.026 pp | 0.05% -0.005 pp | USD112.27 +16.0% | 78 qtrs — |
| 11 | JPMORGAN CHASE & CO | 3.94M +77.2K (+2.0%) | 513.60M -31.4M (-5.8%) | 1.86% +0.036 pp | 0.03% 0.000 pp | USD143.49 -9.2% | 51 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 3.17M +58.3K (+1.9%) | 413.19M -25.8M (-5.9%) | 1.50% +0.027 pp | 0.09% -0.008 pp | USD88.76 +46.7% | 51 qtrs — |
| 13 | INVESCO LTD. | 3.05M +91.0K (+3.1%) | 397.39M -19.9M (-4.8%) | 1.44% +0.043 pp | 0.06% -0.005 pp | USD145.13 -10.3% | 57 qtrs — |
| 14 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3.03M +113.4K (+3.9%) | 395.10M -16.5M (-4.0%) | 1.43% +0.053 pp | 3.90% -0.236 pp | USD132.78 -1.9% | 32 qtrs — |
| 15 | DAIWA SECURITIES GROUP INC. | 2.78M +186.6K (+7.2%) | 361.58M -3.5M (-1.0%) | 1.31% +0.088 pp | 1.16% -0.077 pp | USD136.71 -4.7% | 57 qtrs — |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.71M +142.1K (+5.5%) | 353.29M -9.1M (-2.5%) | 1.28% +0.067 pp | 0.05% -0.003 pp | USD114.19 +14.0% | 77 qtrs — |
| 17 | NORTHERN TRUST CORP | 2.71M -161.0K (-5.6%) | 352.38M -51.7M (-12.8%) | 1.28% -0.076 pp | 0.04% -0.007 pp | USD120.13 +8.4% | 51 qtrs — |
| 18 | APG ASSET MANAGEMENT US INC. | 2.59M +52.8K (+2.1%) | 336.79M -20.8M (-5.8%) | 1.22% +0.025 pp | 2.64% +0.001 pp | USD93.21 +39.7% | 59 qtrs — |
| 19 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 2.55M +974.8K (+61.8%) | 332.33M +110.0M (+49.5%) | 1.20% +0.460 pp | 0.58% +0.180 pp | USD129.59 +0.5% | 12 qtrs — |
| 20 | FMR LLC | 2.46M +1.2M (+90.2%) | 320.20M +138.0M (+75.8%) | 1.16% +0.550 pp | 0.02% +0.007 pp | USD133.50 -2.5% | 59 qtrs — |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2.46M -293.9K (-10.7%) | 319.74M -67.7M (-17.5%) | 1.16% -0.139 pp | 0.10% -0.017 pp | USD143.22 -9.1% | 43 qtrs — |
| 22 | DIAMOND HILL CAPITAL MANAGEMENT INC | 2.38M -30.9K (-1.3%) | 310.25M -29.9M (-8.8%) | 1.12% -0.015 pp | 1.59% -0.025 pp | USD138.71 -6.1% | 10 qtrs — |
| 23 | ALLIANCEBERNSTEIN L.P. | 2.36M +1.4M (+146.8%) | 307.42M +172.6M (+128.0%) | 1.11% +0.663 pp | 0.10% +0.055 pp | USD131.50 -1.0% | 61 qtrs — |
| 24 | GOLDMAN SACHS GROUP INC | 2.28M +135.8K (+6.3%) | 297.14M -5.3M (-1.8%) | 1.08% +0.064 pp | 0.04% -0.001 pp | USD139.25 -6.5% | 73 qtrs — |
| 25 | DEUTSCHE BANK AG\ | 2.26M -21.1K (-0.9%) | 294.60M -27.2M (-8.5%) | 1.07% -0.010 pp | 0.10% -0.012 pp | USD145.57 -10.5% | 50 qtrs — |
| 26 | LEGAL & GENERAL GROUP PLC | 2.23M +176.7K (+8.6%) | 289.94M +1.0M (+0.4%) | 1.05% +0.083 pp | 0.06% -0.001 pp | USD113.41 +14.8% | 75 qtrs — |
| 27 | UBS ASSET MANAGEMENT AMERICAS INC | 2.14M -47.5K (-2.2%) | 278.71M -29.6M (-9.6%) | 1.01% -0.023 pp | 0.06% -0.008 pp | USD143.70 -9.4% | 67 qtrs — |
| 28 | RESOLUTION CAPITAL LTD | 2.06M -761.5K (-27.0%) | 268.51M -129.4M (-32.5%) | 0.97% -0.360 pp | 5.93% -1.809 pp | USD145.87 -10.7% | 9 qtrs — |
| 29 | NUVEEN, LLC | 1.68M -90.2K (-5.1%) | 219.32M -30.8M (-12.3%) | 0.79% -0.043 pp | 0.06% -0.009 pp | USD148.39 -12.2% | 4 qtrs — |
| 30 | MORGAN STANLEY | 1.65M -64.7K (-3.8%) | 214.94M -26.8M (-11.1%) | 0.78% -0.031 pp | 0.01% -0.002 pp | USD141.06 -7.7% | 51 qtrs — |
| 31 | CANADA PENSION PLAN INVESTMENT BOARD | 1.57M +108.6K (+7.5%) | 204.01M -1.5M (-0.7%) | 0.74% +0.051 pp | 0.14% -0.008 pp | USD139.63 -6.7% | 50 qtrs — |
| 32 | BANK OF NEW YORK MELLON CORP | 1.53M +215.0K (+16.4%) | 198.65M +13.9M (+7.6%) | 0.72% +0.101 pp | 0.04% -0.001 pp | USD102.64 +26.9% | 66 qtrs — |
| 33 | PGGM INVESTMENTS | 1.41M -48.2K (-3.3%) | 183.55M -21.9M (-10.7%) | 0.67% -0.023 pp | 2.91% -0.418 pp | USD147.51 -11.7% | 14 qtrs — |
| 34 | PICTET ASSET MANAGEMENT HOLDING SA | 1.36M +895.0K (+191.5%) | 177.43M +111.5M (+169.3%) | 0.64% +0.422 pp | 0.17% +0.109 pp | USD128.92 +1.0% | 10 qtrs — |
| 35 | RUSSELL INVESTMENTS GROUP, LTD. | 1.22M -224.7K (-15.6%) | 158.46M -44.7M (-22.0%) | 0.57% -0.106 pp | 0.17% -0.058 pp | USD136.48 -4.6% | 37 qtrs — |
| 36 | BOSTON PARTNERS | 1.01M -18.6K (-1.8%) | 131.23M -13.4M (-9.3%) | 0.48% -0.009 pp | 0.14% -0.013 pp | USD149.99 -13.2% | 8 qtrs — |
| 37 | SEI INVESTMENTS CO | 967.5K +156.8K (+19.3%) | 125.99M +11.7M (+10.3%) | 0.46% +0.074 pp | 0.12% +0.002 pp | USD137.06 -5.0% | 45 qtrs — |
| 38 | AQR CAPITAL MANAGEMENT LLC | 866.2K -642.3K (-42.6%) | 112.80M -99.8M (-46.9%) | 0.41% -0.303 pp | 0.06% -0.077 pp | USD148.44 -12.3% | 75 qtrs — |
| 39 | HSBC HOLDINGS PLC | 836.3K +64.0K (+8.3%) | 108.95M +196.3K (+0.2%) | 0.39% +0.030 pp | 0.06% -0.005 pp | USD141.51 -8.0% | 55 qtrs — |
| 40 | AMUNDI | 791.3K +145.6K (+22.5%) | 103.05M +11.6M (+12.7%) | 0.37% +0.069 pp | 0.03% -0.001 pp | USD146.72 -11.2% | 19 qtrs — |
| 41 | UBS GROUP AG | 682.1K -313.0K (-31.5%) | 88.82M -51.4M (-36.7%) | 0.32% -0.148 pp | 0.01% -0.008 pp | USD150.00 -13.2% | 45 qtrs — |
| 42 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 649.6K -24.7K (-3.7%) | 84.59M -10.4M (-11.0%) | 0.31% -0.012 pp | 0.05% -0.005 pp | USD108.14 +20.4% | 59 qtrs — |
| 43 | BANK OF AMERICA CORP /DE/ | 624.7K -9.4K (-1.5%) | 81.35M -8.0M (-9.0%) | 0.29% -0.005 pp | 0.01% 0.000 pp | USD138.12 -5.7% | 52 qtrs — |
| 44 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 614.5K +25.1K (+4.3%) | 80.49M -2.6M (-3.1%) | 0.29% +0.012 pp | 0.05% -0.005 pp | USD138.01 -5.6% | 58 qtrs — |
| 45 | BARCLAYS PLC | 592.4K +164.7K (+38.5%) | 77.14M +83.8K (+0.1%) | 0.28% +0.078 pp | 0.02% -0.001 pp | USD141.79 -8.2% | 51 qtrs — |
| 46 | SWISS NATIONAL BANK | 581.6K -30.1K (-4.9%) | 75.74M -10.5M (-12.2%) | 0.27% -0.014 pp | 0.05% -0.005 pp | USD107.76 +20.8% | 51 qtrs — |
| 47 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 565.3K +42.7K (+8.2%) | 74.10M +445.5K (+0.6%) | 0.27% +0.020 pp | 0.12% -0.002 pp | USD147.91 -12.0% | 5 qtrs — |
| 48 | ALYESKA INVESTMENT GROUP, L.P. | 528.6K +317.8K (+150.8%) | 68.83M +39.1M (+131.7%) | 0.25% +0.150 pp | 0.19% +0.105 pp | USD137.16 -5.1% | 4 qtrs — |
| 49 | THRIVENT FINANCIAL FOR LUTHERANS | 504.6K -84.7K (-14.4%) | 65.71M -17.3M (-20.9%) | 0.24% -0.040 pp | 0.12% -0.047 pp | USD147.19 -11.5% | 74 qtrs — |
| 50 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 468.1K -20.0K (-4.1%) | 61.00M -8.0M (-11.6%) | 0.22% -0.010 pp | 0.11% +0.007 pp | USD127.24 +2.3% | 49 qtrs — |
| 51 | BNP PARIBAS ARBITRAGE, SNC | 437.0K +68.3K (+18.5%) | 56.91M +4.9M (+9.5%) | 0.21% +0.032 pp | 0.03% -0.002 pp | USD150.20 -13.3% | 51 qtrs — |
| 52 | STRS OHIO | 421.7K -23.4K (-5.3%) | 54.92M -7.8M (-12.5%) | 0.20% -0.011 pp | 0.20% -0.025 pp | USD124.33 +4.7% | 86 qtrs — |
| 53 | RHUMBLINE ADVISERS | 401.3K -7.0K (-1.7%) | 52.25M -5.3M (-9.2%) | 0.19% -0.003 pp | 0.04% -0.004 pp | USD101.73 +28.0% | 51 qtrs — |
| 54 | ASSET MANAGEMENT ONE CO., LTD. | 397.0K -9.3K (-2.3%) | 51.90M -5.4M (-9.4%) | 0.19% -0.004 pp | 0.14% -0.022 pp | USD93.69 +39.0% | 53 qtrs — |
| 55 | MILLENNIUM MANAGEMENT LLC | 392.3K +110.6K (+39.2%) | 51.09M +11.4M (+28.6%) | 0.19% +0.052 pp | 0.02% +0.005 pp | USD143.86 -9.5% | 66 qtrs — |
| 56 | NOMURA ASSET MANAGEMENT CO LTD | 391.0K +9.5K (+2.5%) | 50.92M -2.9M (-5.3%) | 0.18% +0.005 pp | 0.13% -0.012 pp | USD119.75 +8.7% | 76 qtrs — |
| 57 | AMERIPRISE FINANCIAL INC | 410.2K -548.0 (-0.1%) | 50.66M -4.4M (-8.0%) | 0.19% 0.000 pp | 0.01% -0.001 pp | USD135.66 -4.0% | 56 qtrs — |
| 58 | RUFFER LLP | 385.5K +48.6K (+14.4%) | 50.28M +2.8M (+5.9%) | 0.18% +0.023 pp | 2.29% -0.350 pp | USD139.59 -6.7% | 2 qtrs — |
| 59 | NATIONAL PENSION SERVICE | 385.8K +54.9K (+16.6%) | 50.24M +3.6M (+7.7%) | 0.18% +0.026 pp | 0.04% +0.001 pp | USD126.75 +2.7% | 32 qtrs — |
| 60 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 385.6K -7.8K (-2.0%) | 50.21M -5.2M (-9.4%) | 0.18% -0.004 pp | 0.03% -0.005 pp | USD105.47 +23.5% | 57 qtrs — |
| 61 | AMERICAN CENTURY COMPANIES INC | 383.3K -16.2K (-4.0%) | 49.91M -6.4M (-11.3%) | 0.18% -0.008 pp | 0.03% -0.004 pp | USD149.22 -12.7% | 51 qtrs — |
| 62 | SCHRODER INVESTMENT MANAGEMENT GROUP | 350.4K -5.2K (-1.4%) | 46.09M -4.2M (-8.3%) | 0.17% -0.002 pp | 0.04% -0.004 pp | USD141.37 -7.9% | 42 qtrs — |
| 63 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 353.8K -12.1K (-3.3%) | 46.07M -5.5M (-10.7%) | 0.17% -0.006 pp | 0.14% -0.020 pp | USD122.01 +6.7% | 51 qtrs — |
| 64 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 330.3K -951.1K (-74.2%) | 43.02M -137.6M (-76.2%) | 0.16% -0.449 pp | 0.63% -1.944 pp | USD151.86 -14.2% | 35 qtrs — |
| 65 | CITIGROUP INC | 327.3K +97.2K (+42.3%) | 42.63M +10.2M (+31.4%) | 0.15% +0.046 pp | 0.02% +0.004 pp | USD137.36 -5.2% | 80 qtrs — |
| 66 | PRICE T ROWE ASSOCIATES INC /MD/ | 311.2K -1.5K (-0.5%) | 40.52M -3.5M (-8.0%) | 0.15% -0.001 pp | 0.00% 0.000 pp | USD131.68 -1.1% | 71 qtrs — |
| 67 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 302.3K -11.1K (-3.6%) | 39.37M -4.8M (-10.9%) | 0.14% -0.005 pp | 0.04% -0.006 pp | USD89.11 +46.1% | 52 qtrs — |
| 68 | APOLLO MANAGEMENT HOLDINGS, L.P. | 293.7K +293.7K (+100.0%) | 38.25M +38.2M (+100.0%) | 0.14% +0.139 pp | 0.31% +0.313 pp | USD130.22 +0.0% | 1 qtrs NEW |
| 69 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 288.1K +114.8K (+66.2%) | 37.52M +13.1M (+53.6%) | 0.14% +0.054 pp | 0.04% -0.020 pp | USD138.61 -6.1% | 51 qtrs — |
| 70 | WELLS FARGO & COMPANY/MN | 273.5K -88.7K (-24.5%) | 35.61M -15.4M (-30.2%) | 0.13% -0.042 pp | 0.01% -0.003 pp | USD123.53 +5.4% | 57 qtrs — |
| 71 | CITADEL ADVISORS LLC | 256.8K +185.1K (+258.3%) | 33.44M +23.3M (+231.0%) | 0.12% +0.087 pp | 0.01% +0.004 pp | USD135.19 -3.7% | 52 qtrs — |
| 72 | PRUDENTIAL FINANCIAL INC | 253.0K -220.3K (-46.5%) | 32.95M -33.8M (-50.6%) | 0.12% -0.104 pp | 0.04% -0.040 pp | USD158.90 -18.0% | 78 qtrs — |
| 73 | ABRDN PLC | 247.5K +4.2K (+1.7%) | 32.23M -2.2M (-6.4%) | 0.12% +0.002 pp | 0.05% -0.005 pp | USD145.58 -10.6% | 34 qtrs — |
| 74 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 236.6K -1.6K (-0.7%) | 30.81M -2.8M (-8.2%) | 0.11% -0.001 pp | 0.05% -0.007 pp | USD148.84 -12.5% | 40 qtrs — |
| 75 | NEUBERGER BERMAN GROUP LLC | 226.5K -12.3K (-5.2%) | 29.50M -4.2M (-12.4%) | 0.11% -0.006 pp | 0.02% -0.003 pp | USD135.43 -3.8% | 51 qtrs — |
| 76 | COLONY GROUP, LLC | 225.7K -8.9K (-3.8%) | 29.45M -3.4M (-10.4%) | 0.11% -0.004 pp | 0.03% -0.020 pp | USD146.83 -11.3% | 9 qtrs — |
| 77 | CIBC WORLD MARKET INC. | 223.1K +32.3K (+16.9%) | 29.06M +2.2M (+8.0%) | 0.11% +0.015 pp | 0.05% -0.001 pp | USD144.25 -9.7% | 8 qtrs — |
| 78 | ROYAL BANK OF CANADA | 222.8K -56.7K (-20.3%) | 29.01M -10.4M (-26.4%) | 0.11% -0.027 pp | 0.00% -0.002 pp | USD141.55 -8.0% | 51 qtrs — |
| 79 | ADELANTE CAPITAL MANAGEMENT LLC | 221.4K -16.9K (-7.1%) | 28.83M +24.1M (+511.0%) | 0.10% -0.008 pp | 1.94% +1.627 pp | USD99.04 +31.5% | 66 qtrs — |
| 80 | NAN SHAN LIFE INSURANCE CO., LTD. | 218.6K +— (+0.0%) | 28.46M -2.3M (-7.6%) | 0.10% +0.000 pp | 0.88% +0.221 pp | USD160.77 -19.0% | 14 qtrs — |
| 81 | STATE OF NEW JERSEY COMMON PENSION FUND D | 216.0K -2.9K (-1.3%) | 28.13M -2.7M (-8.8%) | 0.10% -0.001 pp | 0.10% -0.012 pp | USD99.34 +31.1% | 47 qtrs — |
| 82 | MARSHALL WACE, LLP | 214.4K -796.3K (-78.8%) | 27.92M -114.5M (-80.4%) | 0.10% -0.376 pp | 0.03% -0.119 pp | USD148.26 -12.2% | 21 qtrs — |
| 83 | ALLIANZ ASSET MANAGEMENT GMBH | 211.2K +73.0K (+52.8%) | 27.50M +8.0M (+41.2%) | 0.10% +0.034 pp | 0.03% +0.006 pp | USD137.78 -5.5% | 33 qtrs — |
| 84 | MACQUARIE GROUP LTD | 203.0K -259.2K (-56.1%) | 26.43M -38.7M (-59.4%) | 0.10% -0.122 pp | 0.12% +0.040 pp | USD171.02 -23.9% | 52 qtrs — |
| 85 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 182.3K +49.9K (+37.7%) | 25.15M +6.5M (+34.8%) | 0.09% +0.024 pp | 0.08% +0.018 pp | USD148.88 -12.5% | 50 qtrs — |
| 86 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 192.0K -1.9K (-1.0%) | 25.00M -2.3M (-8.5%) | 0.09% -0.001 pp | 0.05% -0.009 pp | USD129.26 +0.7% | 52 qtrs — |
| 87 | BROOKFIELD CORP /ON/ | 190.4K -83.5K (-30.5%) | 24.79M -13.8M (-35.8%) | 0.09% -0.039 pp | 0.03% -0.014 pp | USD153.22 -15.0% | 9 qtrs — |
| 88 | SG AMERICAS SECURITIES, LLC | 188.7K +124.3K (+193.1%) | 24.58M +15.5M (+170.9%) | 0.09% +0.059 pp | 0.03% +0.001 pp | USD136.64 -4.7% | 51 qtrs — |
| 89 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 186.3K -12.4K (-6.2%) | 24.25M -3.7M (-13.4%) | 0.09% -0.006 pp | 0.04% -0.006 pp | USD95.35 +36.6% | 51 qtrs — |
| 90 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 180.0K +1.6K (+0.9%) | 23.44M -1.7M (-6.8%) | 0.09% +0.001 pp | 0.05% -0.004 pp | USD79.33 +64.1% | 51 qtrs — |
| 91 | SWEDBANK AB | 175.2K +3.3K (+1.9%) | 22.82M -1.4M (-5.8%) | 0.08% +0.002 pp | 0.02% -0.003 pp | USD131.44 -0.9% | 20 qtrs — |
| 92 | GRADIENT INVESTMENTS LLC | 172.7K -2.3K (-1.3%) | 22.49M -2.2M (-8.8%) | 0.08% -0.001 pp | 0.36% -0.055 pp | USD157.13 -17.1% | 38 qtrs — |
| 93 | HAZELVIEW SECURITIES INC. | 170.0K +8.8K (+5.5%) | 22.26M -451.3K (-2.0%) | 0.08% +0.004 pp | 4.28% +0.008 pp | USD140.38 -7.2% | 2 qtrs — |
| 94 | RAYMOND JAMES FINANCIAL INC | 170.8K -18.9K (-10.0%) | 22.24M -4.5M (-16.8%) | 0.08% -0.009 pp | 0.01% -0.002 pp | USD149.53 -12.9% | 5 qtrs — |
| 95 | AVIVA PLC | 169.5K +9.3K (+5.8%) | 22.08M -503.0K (-2.2%) | 0.08% +0.004 pp | 0.04% -0.004 pp | USD144.30 -9.8% | 40 qtrs — |
| 96 | RETIREMENT SYSTEMS OF ALABAMA | 163.8K -2.3K (-1.4%) | 21.33M -2.1M (-8.9%) | 0.08% -0.001 pp | 0.07% -0.009 pp | USD111.90 +16.4% | 52 qtrs — |
| 97 | WOODLINE PARTNERS LP | 160.0K -82.9K (-34.1%) | 20.84M -13.4M (-39.1%) | 0.08% -0.039 pp | 0.08% -0.080 pp | USD141.69 -8.1% | 5 qtrs — |
| 98 | HEITMAN REAL ESTATE SECURITIES LLC | 154.5K -124.5K (-44.6%) | 20.12M -19.2M (-48.8%) | 0.07% -0.059 pp | 1.42% -1.271 pp | USD150.77 -13.6% | 12 qtrs — |
| 99 | CIBC WORLD MARKETS CORP | 152.9K +152.9K (+100.0%) | 19.91M +19.9M (+100.0%) | 0.07% +0.072 pp | 0.10% +0.096 pp | USD130.22 +0.0% | 1 qtrs NEW |
| 100 | BANK OF MONTREAL /CAN/ | 144.9K +7.7K (+5.6%) | 18.87M -474.1K (-2.5%) | 0.07% +0.004 pp | 0.01% -0.001 pp | USD145.16 -10.3% | 51 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.50
Neutral
Ratio by volume
3.00
Bullish
Buys
14
Sells
28
Shares acquired
69.4K
Shares disposed
14.0K
Cash buys
—
Cash sales
—
Net activity
+55,332
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | Woolley Kenneth M. | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 407,088 | D | ↗ |
| 2026-05-14 | Vander Ploeg Julia | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 7,597 | D | ↗ |
| 2026-05-14 | Saffire Joseph | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 46,527 | D | ↗ |
| 2026-05-14 | PITTMAN RAYMOND J | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 1,407 | D | ↗ |
| 2026-05-14 | Maggelet Crystal Call | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 1,407 | D | ↗ |
| 2026-05-14 | Harnett Sue | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 7,016 | D | ↗ |
| 2026-05-14 | CRITTENDEN GARY L | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 8,514 | D | ↗ |
| 2026-05-14 | Bonner Joseph J | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 7,339 | D | ↗ |
| 2026-05-14 | Barberio Mark G | Director | A-Award | A | Common Stock | 1,407 | 142.19 | 200.1K | 15,487 | D | ↗ |
| 2026-04-01 | Norman Jeffrey Jay | Officer | F-InKind | D | Common Stock | 375 | 132.49 | 49.7K | 16,553 | D | ↗ |
| 2026-04-01 | KUNDE GRACE | Officer | F-InKind | D | Common Stock | 276 | 132.49 | 36.6K | 14,646 | D | ↗ |
| 2026-03-13 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 7,500 | 142.08 | 1.07M | 66,495 | I | ↗ |
| 2026-03-06 | Margolis Joseph D | Director / Officer | G-Gift | A | Common Stock | 14,452 | 0.00 | — | 73,995 | I | ↗ |
| 2026-03-01 | Springer William N | Officer | A-Award | A | Common Stock | 2,262 | 151.03 | 341.6K | 21,987 | D | ↗ |
| 2026-03-01 | Sondhi Samrat | Officer | A-Award | A | Common Stock | 7,151 | 151.03 | 1.08M | 111,030 | D | ↗ |
| 2026-03-01 | Norman Jeffrey Jay | Officer | A-Award | A | Common Stock | 3,443 | 151.03 | 520.0K | 16,928 | D | ↗ |
| 2026-03-01 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 236 | 151.03 | 35.6K | 41,377 | D | ↗ |
| 2026-03-01 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,065 | 151.03 | 160.8K | 60,124 | D | ↗ |
| 2026-03-01 | KUNDE GRACE | Officer | A-Award | A | Common Stock | 1,292 | 151.03 | 195.1K | 15,039 | D | ↗ |
| 2026-03-01 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 267 | 151.03 | 40.3K | 24,784 | D | ↗ |
| 2026-03-01 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 761 | 151.03 | 114.9K | 33,876 | D | ↗ |
| 2026-02-02 | Norman Jeffrey Jay | Officer | F-InKind | D | Common Stock | 105 | 137.97 | 14.5K | 13,485 | D | ↗ |
| 2026-01-02 | KUNDE GRACE | Officer | F-InKind | D | Common Stock | 158 | 130.22 | 20.6K | 13,747 | D | ↗ |
| 2025-12-02 | Kirk Spencer | Director | G-Gift | D | Common Stock | 70,000 | 0.00 | — | 567,591 | I | ↗ |
| 2025-11-06 | Margolis Joseph D | Director / Officer | G-Gift | D | Common Stock | 7,692 | 0.00 | — | 12,068 | I | ↗ |
| 2025-10-01 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 7,500 | 141.41 | 1.06M | 19,760 | I | ↗ |
| 2025-09-11 | Springer William N | Officer | G-Gift | D | Common Stock | 295 | 0.00 | — | 19,725 | D | ↗ |
| 2025-07-01 | Springer William N | Officer | F-InKind | D | Common Stock | 138 | 150.50 | 20.8K | 20,020 | D | ↗ |
| 2025-07-01 | Norman Jeffrey Jay | Officer | — | — | Common Stock | 0 | 0.00 | — | 13,590 | D | ↗ |
| 2025-07-01 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 7,500 | 150.35 | 1.13M | 27,260 | I | ↗ |
| 2025-07-01 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 164 | 150.50 | 24.7K | 26,667 | D | ↗ |
| 2025-05-21 | Woolley Kenneth M. | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 405,681 | D | ↗ |
| 2025-05-21 | Vander Ploeg Julia | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 6,190 | D | ↗ |
| 2025-05-21 | Saffire Joseph | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 45,120 | D | ↗ |
| 2025-05-21 | Olmstead Diane | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 7,252 | D | ↗ |
| 2025-05-21 | Kirk Spencer | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 127,891 | D | ↗ |
| 2025-05-21 | Harnett Sue | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 5,609 | D | ↗ |
| 2025-05-21 | CRITTENDEN GARY L | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 7,107 | D | ↗ |
| 2025-05-21 | Bonner Joseph J | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 5,932 | D | ↗ |
| 2025-05-21 | Barberio Mark G | Director | A-Award | A | Common Stock | 1,375 | 145.41 | 199.9K | 14,081 | D | ↗ |
| 2025-04-01 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 7,500 | 147.45 | 1.11M | 9,190 | I | ↗ |
| 2025-04-01 | KUNDE GRACE | Officer | F-InKind | D | Common Stock | 371 | 147.84 | 54.8K | 13,905 | D | ↗ |
| 2025-03-13 | Margolis Joseph D | Director / Officer | G-Gift | D | Common Stock | 17,184 | 0.00 | — | 36,910 | D | ↗ |
| 2025-03-13 | Bonner Joseph J | Director | S-Sale | D | Common Stock | 672 | 149.10 | 100.2K | 4,557 | D | ↗ |
| 2025-03-01 | Stubbs P Scott | Officer | A-Award | A | Common Stock | 8,062 | 152.56 | 1.23M | 173,445 | D | ↗ |
| 2025-03-01 | Springer William N | Officer | A-Award | A | Common Stock | 7,407 | 152.56 | 1.13M | 21,015 | D | ↗ |
| 2025-03-01 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 353 | 152.56 | 53.9K | 102,401 | D | ↗ |
| 2025-03-01 | McNeal Gwyn Goodson | Officer | A-Award | A | Common Stock | 1,708 | 152.56 | 260.6K | 34,314 | D | ↗ |
| 2025-03-01 | Margolis Joseph D | Director / Officer | A-Award | A | Common Stock | 17,206 | 152.56 | 2.62M | 88,400 | D | ↗ |
| 2025-03-01 | KUNDE GRACE | Officer | A-Award | A | Common Stock | 1,278 | 152.56 | 195.0K | 14,276 | D | ↗ |
| 2025-03-01 | Herrington Matthew T | Officer | A-Award | A | Common Stock | 6,227 | 152.56 | 950.0K | 18,258 | D | ↗ |
| 2025-03-01 | Dickens Zachary T | Officer | A-Award | A | Common Stock | 6,948 | 152.56 | 1.06M | 27,801 | D | ↗ |
| 2025-02-28 | Springer William N | Officer | S-Sale | D | Common Stock | 1,220 | 152.66 | 186.2K | 0 | I | ↗ |
| 2025-02-28 | Dickens Zachary T | Officer | S-Sale | D | Common Stock | 80 | 152.66 | 12.2K | 0 | I | ↗ |
| 2025-02-18 | Stubbs P Scott | Officer | F-InKind | D | Common Stock | 312 | 154.92 | 48.3K | 162,243 | D | ↗ |
| 2025-02-18 | Springer William N | Officer | F-InKind | D | Common Stock | 63 | 154.92 | 9.8K | 11,676 | D | ↗ |
| 2025-02-18 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 286 | 154.92 | 44.3K | 93,840 | D | ↗ |
| 2025-02-18 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 249 | 154.92 | 38.6K | 32,606 | D | ↗ |
| 2025-02-18 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,206 | 154.92 | 186.8K | 60,659 | D | ↗ |
| 2025-02-18 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 102 | 154.92 | 15.8K | 10,495 | D | ↗ |
| 2025-02-18 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 91 | 154.92 | 14.1K | 19,135 | D | ↗ |
| 2025-01-02 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 7,500 | 148.01 | 1.11M | 16,690 | I | ↗ |
| 2025-01-02 | KUNDE GRACE | Officer | F-InKind | D | Common Stock | 265 | 149.60 | 39.6K | 12,998 | D | ↗ |
| 2024-12-12 | Kirk Spencer | Director | G-Gift | D | Common Stock | 6,775 | 0.00 | — | 637,591 | I | ↗ |
| 2024-11-15 | Olmstead Diane | Director | S-Sale | D | Common Stock | 3,081 | 164.56 | 507.0K | 5,877 | D | ↗ |
| 2024-11-12 | Springer William N | Officer | G-Gift | D | Common Stock | 180 | 0.00 | — | 11,739 | D | ↗ |
| 2024-10-01 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 7,500 | 178.52 | 1.34M | 24,190 | I | ↗ |
| 2024-09-13 | Woolley Kenneth M. | Director | M-Exempt | A | Common Stock | 1,582 | 65.36 | 103.4K | 405,888 | — | ↗ |
| 2024-09-12 | Stubbs P Scott | Officer | G-Gift | D | Common Stock | 2,250 | 0.00 | — | 162,555 | — | ↗ |
| 2024-08-28 | Springer William N | Officer | S-Sale | D | Common Stock | 2,000 | 175.33 | 350.7K | 11,919 | — | ↗ |
| 2024-08-23 | McNeal Gwyn Goodson | Officer | S-Sale | D | Common Stock | 2,823 | 177.01 | 499.7K | 32,855 | — | ↗ |
| 2024-07-01 | Springer William N | Officer | F-InKind | D | Common Stock | 139 | 151.92 | 21.1K | 13,919 | — | ↗ |
| 2024-07-01 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 7,500 | 152.58 | 1.14M | 31,690 | — | ↗ |
| 2024-07-01 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 166 | 151.92 | 25.2K | 19,226 | — | ↗ |
| 2024-06-07 | Bonner Joseph J | Director | S-Sale | D | Common Stock | 677 | 148.22 | 100.3K | 5,229 | — | ↗ |
| 2024-06-03 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 71 | 144.77 | 10.3K | 10,597 | — | ↗ |
| 2024-05-23 | Woolley Kenneth M. | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 404,306 | — | ↗ |
| 2024-05-23 | Vander Ploeg Julia | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 4,815 | — | ↗ |
| 2024-05-23 | Saffire Joseph | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 43,745 | — | ↗ |
| 2024-05-23 | Olmstead Diane | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 8,958 | — | ↗ |
| 2024-05-23 | Kirk Spencer | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 126,516 | — | ↗ |
| 2024-05-23 | Harnett Sue | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 4,234 | — | ↗ |
| 2024-05-23 | CRITTENDEN GARY L | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 5,732 | — | ↗ |
| 2024-05-23 | Bonner Joseph J | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 5,906 | — | ↗ |
| 2024-05-23 | Barberio Mark G | Director | A-Award | A | Common Stock | 1,402 | 142.63 | 200.0K | 12,706 | — | ↗ |
| 2024-04-01 | KUNDE GRACE | Officer | A-Award | A | Common Stock | 1,329 | 146.74 | 195.0K | 13,651 | — | ↗ |
| 2024-04-01 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 157 | 146.74 | 23.0K | 10,668 | — | ↗ |
| 2024-03-14 | Springer William N | Officer | G-Gift | D | Common Stock | 100 | 0.00 | — | 14,058 | — | ↗ |
| 2024-03-11 | Margolis Joseph D | Director / Officer | G-Gift | D | Common Stock | 30,291 | 0.00 | — | 54,094 | D | ↗ |
| 2024-03-08 | McNeal Gwyn Goodson | Officer | S-Sale | D | Common Stock | 1,350 | 150.00 | 202.5K | 35,678 | — | ↗ |
| 2024-03-07 | McNeal Gwyn Goodson | Officer | S-Sale | D | Common Stock | 1,350 | 145.00 | 195.8K | 37,028 | — | ↗ |
| 2024-03-04 | Sondhi Samrat | Officer | M-Exempt | D | Stock Options | 2,625 | 85.99 | 225.7K | 0 | — | ↗ |
| 2024-03-04 | Herrington Matthew T | Officer | S-Sale | D | Common Stock | 134 | 142.68 | 19.1K | 0 | — | ↗ |
| 2024-03-01 | Stubbs P Scott | Officer | A-Award | A | Common Stock | 7,626 | 143.36 | 1.09M | 160,969 | — | ↗ |
| 2024-03-01 | Springer William N | Officer | A-Award | A | Common Stock | 4,360 | 143.36 | 625.0K | 14,618 | — | ↗ |
| 2024-03-01 | Sondhi Samrat | Officer | A-Award | A | Common Stock | 5,197 | 143.36 | 745.0K | 89,998 | — | ↗ |
| 2024-03-01 | McNeal Gwyn Goodson | Officer | A-Award | A | Common Stock | 4,596 | 143.36 | 658.9K | 36,170 | — | ↗ |
| 2024-03-01 | Margolis Joseph D | Director / Officer | A-Award | A | Common Stock | 24,242 | 143.36 | 3.48M | 48,872 | — | ↗ |
| 2024-03-01 | Herrington Matthew T | Officer | A-Award | A | Common Stock | 1,830 | 143.36 | 262.3K | 7,763 | — | ↗ |
| 2024-03-01 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 355 | 143.36 | 50.9K | 19,392 | — | ↗ |
| 2024-02-16 | Stubbs P Scott | Officer | F-InKind | D | Common Stock | 282 | 141.57 | 39.9K | 153,343 | — | ↗ |
| 2024-02-16 | Springer William N | Officer | F-InKind | D | Common Stock | 63 | 141.57 | 8.9K | 8,750 | — | ↗ |
| 2024-02-16 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 258 | 141.57 | 36.5K | 84,801 | — | ↗ |
| 2024-02-16 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 218 | 141.57 | 30.9K | 31,574 | — | ↗ |
| 2024-02-16 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,204 | 141.57 | 170.5K | 24,630 | — | ↗ |
| 2024-02-16 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 103 | 141.57 | 14.6K | 5,933 | — | ↗ |
| 2024-02-16 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 91 | 141.57 | 12.9K | 14,218 | — | ↗ |
| 2024-02-12 | Stubbs P Scott | Officer | F-InKind | D | Common Stock | 329 | 142.02 | 46.7K | 153,625 | — | ↗ |
| 2024-02-12 | Springer William N | Officer | F-InKind | D | Common Stock | 51 | 142.02 | 7.2K | 8,813 | — | ↗ |
| 2024-02-12 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 301 | 142.02 | 42.7K | 85,059 | — | ↗ |
| 2024-02-12 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 247 | 142.02 | 35.1K | 31,792 | — | ↗ |
| 2024-02-12 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,267 | 142.02 | 179.9K | 25,834 | — | ↗ |
| 2024-02-12 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 77 | 142.02 | 10.9K | 14,309 | — | ↗ |
| 2024-01-02 | KUNDE GRACE | Officer | F-InKind | D | Common Stock | 265 | 160.33 | 42.5K | 12,322 | — | ↗ |
| 2023-12-19 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 221 | 153.59 | 33.9K | 14,386 | — | ↗ |
| 2023-12-14 | Saffire Joseph | Director | S-Sale | D | Common Stock | 25,000 | 154.10 | 3.85M | 42,344 | — | ↗ |
| 2023-12-14 | Barberio Mark G | Director | G-Gift | D | Common Stock | 1,200 | 0.00 | — | 11,304 | — | ↗ |
| 2023-12-13 | Saffire Joseph | Director | S-Sale | D | Common Stock | 15,000 | 142.98 | 2.14M | 67,344 | — | ↗ |
| 2023-12-12 | Saffire Joseph | Director | S-Sale | D | Common Stock | 10,000 | 139.32 | 1.39M | 82,344 | — | ↗ |
| 2023-11-13 | Margolis Joseph D | Director / Officer | P-Purchase | A | Common Stock | 4,200 | 118.21 | 496.5K | 31,301 | — | ↗ |
| 2023-11-10 | Saffire Joseph | Director | G-Gift | D | Common Stock | 3,730 | 0.00 | — | 92,344 | — | ↗ |
| 2023-09-08 | Margolis Joseph D | Director / Officer | G-Gift | A | Common Stock | 10,600 | 0.00 | — | 97,260 | — | ↗ |
| 2023-09-06 | Bonner Joseph J | Director | S-Sale | D | Common Stock | 956 | 125.64 | 120.1K | 4,504 | — | ↗ |
| 2023-07-20 | Saffire Joseph | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-20 | Harnett Sue | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-20 | Dickens Zachary T | Officer | A-Award | A | Common Stock | 80 | 0.00 | — | 80 | — | ↗ |
| 2023-07-20 | Barberio Mark G | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-07-01 | Springer William N | Officer | F-InKind | D | Common Stock | 139 | 148.85 | 20.7K | 8,864 | — | ↗ |
| 2023-07-01 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 275 | 148.85 | 40.9K | 14,607 | — | ↗ |
| 2023-06-01 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 71 | 143.36 | 10.2K | 6,036 | — | ↗ |
| 2023-05-24 | Woolley Kenneth M. | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 402,904 | — | ↗ |
| 2023-05-24 | Vander Ploeg Julia | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 3,413 | — | ↗ |
| 2023-05-24 | Shreve Jefferson Scott | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 1,664 | — | ↗ |
| 2023-05-24 | PORTER ROGER B | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 131,886 | — | ↗ |
| 2023-05-24 | Olmstead Diane | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 7,556 | — | ↗ |
| 2023-05-24 | Kirk Spencer | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 125,114 | — | ↗ |
| 2023-05-24 | CRITTENDEN GARY L | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 4,330 | — | ↗ |
| 2023-05-24 | Bonner Joseph J | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 5,460 | — | ↗ |
| 2023-05-24 | Blouin Jennifer | Director | A-Award | A | Common Stock | 1,093 | 146.46 | 160.1K | 1,093 | — | ↗ |
| 2023-04-04 | Margolis Joseph D | Director / Officer | S-Sale | D | Common Stock | 5,000 | 160.07 | 800.4K | 15,144 | — | ↗ |
| 2023-04-03 | KUNDE GRACE | Officer | F-InKind | D | Common Stock | 73 | 153.17 | 11.2K | 12,587 | — | ↗ |
| 2023-04-01 | Springer William N | Officer | F-InKind | D | Common Stock | 97 | 162.93 | 15.8K | 9,003 | — | ↗ |
| 2023-04-01 | KUNDE GRACE | Officer | A-Award | A | Common Stock | 964 | 152.76 | 147.3K | 13,040 | — | ↗ |
| 2023-04-01 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 157 | 162.93 | 25.6K | 6,107 | — | ↗ |
| 2023-04-01 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 107 | 162.93 | 17.4K | 14,882 | — | ↗ |
| 2023-03-15 | Margolis Joseph D | Director / Officer | G-Gift | D | Common Stock | 31,644 | 0.00 | — | 27,101 | — | ↗ |
| 2023-03-08 | Herrington Matthew T | Officer | S-Sale | D | Common Stock | 650 | 165.75 | 107.7K | 6,405 | — | ↗ |
| 2023-03-05 | Stubbs P Scott | Officer | F-InKind | D | Common Stock | 330 | 169.11 | 55.8K | 153,954 | — | ↗ |
| 2023-03-05 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 308 | 169.11 | 52.1K | 85,360 | — | ↗ |
| 2023-03-05 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 251 | 169.11 | 42.4K | 32,039 | — | ↗ |
| 2023-03-05 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,439 | 169.11 | 243.3K | 93,967 | — | ↗ |
| 2023-03-02 | Springer William N | Officer | G-Gift | D | Common Stock | 100 | 164.69 | 16.5K | 9,100 | — | ↗ |
| 2023-03-02 | McNeal Gwyn Goodson | Officer | S-Sale | D | Common Stock | 1,500 | 164.00 | 246.0K | 32,290 | — | ↗ |
| 2023-03-01 | Stubbs P Scott | Officer | F-InKind | D | Common Stock | 234 | 163.66 | 38.3K | 154,284 | — | ↗ |
| 2023-03-01 | Springer William N | Officer | A-Award | A | Common Stock | 3,361 | 163.66 | 550.1K | 9,347 | — | ↗ |
| 2023-03-01 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 208 | 163.66 | 34.0K | 85,668 | — | ↗ |
| 2023-03-01 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 274 | 163.66 | 44.8K | 33,790 | — | ↗ |
| 2023-03-01 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,074 | 163.66 | 175.8K | 95,406 | — | ↗ |
| 2023-03-01 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 156 | 163.66 | 25.5K | 7,055 | — | ↗ |
| 2023-03-01 | Dickens Zachary T | Officer | A-Award | A | Common Stock | 3,208 | 163.66 | 525.0K | 15,164 | — | ↗ |
| 2023-02-27 | Sondhi Samrat | Officer | S-Sale | D | Common Stock | 6,290 | 161.88 | 1.02M | 82,653 | — | ↗ |
| 2023-02-16 | Stubbs P Scott | Officer | F-InKind | D | Common Stock | 276 | 158.84 | 43.8K | 151,463 | — | ↗ |
| 2023-02-16 | Springer William N | Officer | F-InKind | D | Common Stock | 55 | 158.84 | 8.7K | 5,986 | — | ↗ |
| 2023-02-16 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 257 | 158.84 | 40.8K | 85,646 | — | ↗ |
| 2023-02-16 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 210 | 158.84 | 33.4K | 31,956 | — | ↗ |
| 2023-02-16 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,202 | 158.84 | 190.9K | 84,947 | — | ↗ |
| 2023-02-16 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 102 | 158.84 | 16.2K | 4,767 | — | ↗ |
| 2023-02-16 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 81 | 158.84 | 12.9K | 11,956 | — | ↗ |
| 2023-02-15 | Stubbs P Scott | Officer | A-Award | A | Common Stock | 8,092 | 162.18 | 1.31M | 151,739 | — | ↗ |
| 2023-02-15 | Springer William N | Officer | A-Award | A | Common Stock | 1,191 | 162.18 | 193.2K | 6,041 | — | ↗ |
| 2023-02-15 | Sondhi Samrat | Officer | A-Award | A | Common Stock | 5,444 | 162.18 | 882.9K | 85,903 | — | ↗ |
| 2023-02-15 | McNeal Gwyn Goodson | Officer | A-Award | A | Common Stock | 4,812 | 162.18 | 780.4K | 32,166 | — | ↗ |
| 2023-02-15 | Margolis Joseph D | Director / Officer | A-Award | A | Common Stock | 25,388 | 162.18 | 4.12M | 86,149 | — | ↗ |
| 2023-02-15 | Dickens Zachary T | Officer | A-Award | A | Common Stock | 1,381 | 162.18 | 224.0K | 12,037 | — | ↗ |
| 2023-02-13 | Stubbs P Scott | Officer | F-InKind | D | Common Stock | 318 | 162.17 | 51.6K | 143,647 | — | ↗ |
| 2023-02-13 | Springer William N | Officer | F-InKind | D | Common Stock | 52 | 162.17 | 8.4K | 4,850 | — | ↗ |
| 2023-02-13 | Sondhi Samrat | Officer | F-InKind | D | Common Stock | 303 | 162.17 | 49.1K | 80,459 | — | ↗ |
| 2023-02-13 | McNeal Gwyn Goodson | Officer | F-InKind | D | Common Stock | 248 | 162.17 | 40.2K | 27,354 | — | ↗ |
| 2023-02-13 | Margolis Joseph D | Director / Officer | F-InKind | D | Common Stock | 1,274 | 162.17 | 206.6K | 60,761 | — | ↗ |
| 2023-02-13 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 79 | 162.17 | 12.8K | 10,656 | — | ↗ |
| 2023-01-13 | Margolis Joseph D | Director / Officer | G-Gift | A | Common Stock | 1,660 | 0.00 | — | 86,660 | — | ↗ |
| 2023-01-01 | KUNDE GRACE | Officer | A-Award | A | Common Stock | 1,500 | 147.18 | 220.8K | 12,076 | — | ↗ |
| 2022-12-19 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 224 | 145.57 | 32.6K | 10,735 | — | ↗ |
| 2022-08-24 | Springer William N | Officer | G-Gift | D | Common Stock | 41 | 207.71 | 8.5K | 4,902 | — | ↗ |
| 2022-08-10 | Stubbs P Scott | Officer | G-Gift | D | Common Stock | 1,925 | 205.55 | 395.7K | 143,965 | — | ↗ |
| 2022-07-01 | Springer William N | Officer | A-Award | A | Common Stock | 1,500 | 174.38 | 261.6K | 4,943 | — | ↗ |
| 2022-07-01 | Dickens Zachary T | Officer | A-Award | A | Common Stock | 1,500 | 174.38 | 261.6K | 11,071 | — | ↗ |
| 2022-06-02 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 73 | 178.35 | 13.0K | 4,869 | — | ↗ |
| 2022-05-25 | Woolley Kenneth M. | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 401,811 | — | ↗ |
| 2022-05-25 | Vander Ploeg Julia | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 2,320 | — | ↗ |
| 2022-05-25 | PORTER ROGER B | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 130,793 | — | ↗ |
| 2022-05-25 | Olmstead Diane | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 6,463 | — | ↗ |
| 2022-05-25 | LETHAM DENNIS J | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 10,054 | — | ↗ |
| 2022-05-25 | Kirk Spencer | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 124,021 | — | ↗ |
| 2022-05-25 | CRITTENDEN GARY L | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 3,237 | — | ↗ |
| 2022-05-25 | Bonner Joseph J | Director | A-Award | A | Common Stock | 928 | 172.45 | 160.0K | 4,367 | — | ↗ |
| 2022-05-12 | Springer William N | Officer | G-Gift | D | Common Stock | 46 | 173.48 | 8.0K | 3,443 | — | ↗ |
| 2022-04-04 | Springer William N | Officer | F-InKind | D | Common Stock | 189 | 209.51 | 39.6K | 3,489 | — | ↗ |
| 2022-04-04 | Herrington Matthew T | Officer | F-InKind | D | Common Stock | 453 | 209.51 | 94.9K | 4,942 | — | ↗ |
| 2022-04-04 | Dickens Zachary T | Officer | F-InKind | D | Common Stock | 208 | 209.51 | 43.6K | 9,571 | — | ↗ |
Executive team
Top executives
EBIT / Employee
212.1K
Shares Outstanding
211.26M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Joseph D. Margolis Chief Executive Officer | 940.0K | — | 11.14M | — | 1.62M | 492.0K | 14.19M | 78.51% | ↗ |
| 2 | 2025 | Scott Stubbs Former Chief Financial Officer | 520.0K | — | 3.22M | — | 638.6K | 164.8K | 4.55M | 70.90% | ↗ |
| 3 | 2025 | Noah Springer President and former Chief Strategy and Partnership Officer | 500.0K | — | 2.96M | — | 614.1K | 169.9K | 4.25M | 69.76% | ↗ |
| 4 | 2025 | Samrat Sondhi Chief Digital Officer | 510.0K | — | 2.83M | — | 626.3K | 160.1K | 4.13M | 68.59% | ↗ |
| 5 | 2025 | Zach Dickens Chief Investment Officer | 500.0K | — | 2.78M | — | 614.1K | 161.8K | 4.05M | 68.54% | ↗ |
| 6 | 2025 | Jeff Norman Chief Financial Officer | 392.4K | — | 495.7K | — | 442.1K | 57.2K | 1.39M | 35.73% | ↗ |
| 7 | 2024 | Joseph D. Margolis Chief Executive Officer | 900.0K | — | 9.65M | — | 1.56M | 574.4K | 12.69M | 76.06% | ↗ |
| 8 | 2024 | Scott Stubbs Former Chief Financial Officer | 520.0K | — | 2.74M | — | 645.1K | 164.5K | 4.07M | 67.34% | ↗ |
| 9 | 2024 | Scott Stubbs Chief Financial Officer | 520.0K | — | 2.74M | — | 645.1K | 164.5K | 4.07M | 67.34% | ↗ |
| 10 | 2024 | Noah Springer President and former Chief Strategy and Partnership Officer | 480.0K | — | 2.74M | — | 476.4K | 128.6K | 3.83M | 71.65% | ↗ |
| 11 | 2024 | Noah Springer Chief Strategy and Partnership Officer | 480.0K | — | 2.74M | — | 476.4K | 128.6K | 3.83M | 71.65% | ↗ |
| 12 | 2024 | Samrat Sondhi Chief Digital Officer | 510.0K | — | 2.59M | — | 506.2K | 135.0K | 3.74M | 69.21% | ↗ |
| 13 | 2024 | Zach Dickens Chief Investment Officer | 485.0K | — | 2.55M | — | 481.4K | 126.1K | 3.64M | 70.00% | ↗ |
| 14 | 2023 | Joseph D. Margolis Chief Executive Officer | 900.0K | — | 9.06M | — | 1.39M | 927.8K | 12.28M | 73.77% | ↗ |
| 15 | 2023 | Scott Stubbs Chief Financial Officer | 500.0K | — | 2.40M | — | 553.1K | 267.0K | 3.72M | 64.51% | ↗ |
| 16 | 2023 | Scott Stubbs Former Chief Financial Officer | 500.0K | — | 2.40M | — | 553.1K | 267.0K | 3.72M | 64.51% | ↗ |
| 17 | 2023 | Samrat Sondhi Chief Marketing Officer | 495.0K | — | 2.53M | — | 438.1K | 213.2K | 3.68M | 68.83% | ↗ |
| 18 | 2023 | Samrat Sondhi Chief Digital Officer | 495.0K | — | 2.53M | — | 438.1K | 213.2K | 3.68M | 68.83% | ↗ |
| 19 | 2023 | Noah Springer Chief Strategy and Partnership Officer | 460.0K | — | 2.64M | — | 407.1K | 88.0K | 3.59M | 73.43% | ↗ |
| 20 | 2023 | Noah Springer President and former Chief Strategy and Partnership Officer | 460.0K | — | 2.64M | — | 407.1K | 88.0K | 3.59M | 73.43% | ↗ |
| 21 | 2023 | Zach Dickens Chief Investment Officer | 460.0K | — | 2.52M | — | 407.1K | 108.3K | 3.50M | 72.09% | ↗ |
| 22 | 2022 | Joseph D. Margolis Chief Executive Officer | 900.0K | — | 8.02M | — | 1.89M | 814.5K | 11.63M | 69.00% | ↗ |
| 23 | 2022 | Scott Stubbs Chief Financial Officer | 500.0K | — | 2.13M | — | 750.0K | 235.5K | 3.61M | 58.86% | ↗ |
| 24 | 2022 | Samrat Sondhi Chief Marketing Officer | 450.0K | 140.6K | 1.55M | — | 562.5K | 183.0K | 2.89M | 53.78% | ↗ |
| 25 | 2022 | Samrat Sondhi Chief Digital Officer | 450.0K | 140.6K | 1.55M | — | 562.5K | 183.0K | 2.89M | 53.78% | ↗ |
| 26 | 2022 | Noah Springer Chief Strategy and Partnership Officer | 410.0K | 128.1K | 1.57M | — | 512.5K | 59.9K | 2.68M | 58.55% | ↗ |
| 27 | 2022 | Gwyn G. McNeal Chief Legal Officer | 415.0K | — | 1.52M | — | 508.4K | 164.0K | 2.60M | 58.26% | ↗ |
| 28 | 2021 | Joseph D. Margolis Chief Executive Officer | 850.0K | — | 4.28M | — | 1.43M | 752.9K | 7.32M | 58.48% | ↗ |
| 29 | 2021 | Scott Stubbs Chief Financial Officer | 475.0K | — | 1.20M | — | 593.8K | 219.9K | 2.48M | 48.12% | ↗ |
| 30 | 2021 | Samrat Sondhi Chief Marketing Officer | 410.0K | — | 917.2K | — | 486.9K | 170.5K | 1.98M | 46.22% | ↗ |
| 31 | 2021 | Gwyn G. McNeal Chief Legal Officer | 400.0K | — | 783.0K | — | 450.0K | 147.5K | 1.78M | 43.98% | ↗ |
| 32 | 2021 | Matthew Herrington Chief Operations Officer | 325.0K | — | 327.2K | — | 365.6K | 28.4K | 1.05M | 31.27% | ↗ |
| 33 | 2020 | Joseph D. Margolis Chief Executive Officer | 850.0K | — | 4.22M | — | 1.32M | 395.8K | 6.78M | 62.17% | ↗ |
| 34 | 2020 | James Overturf Former Chief Marketing Officer | 236.5K | — | 2.17M | — | 216.2K | 86.2K | 2.71M | 80.10% | ↗ |
| 35 | 2020 | Scott Stubbs Chief Financial Officer | 475.0K | — | 1.18M | — | 527.3K | 150.9K | 2.33M | 50.54% | ↗ |
| 36 | 2020 | Samrat Sondhi Chief Marketing Officer | 410.0K | — | 904.0K | — | 447.9K | 102.2K | 1.86M | 48.49% | ↗ |
| 37 | 2020 | Gwyn G. McNeal Chief Legal Officer | 400.0K | — | 771.8K | — | 417.6K | 96.8K | 1.69M | 45.77% | ↗ |
| 38 | 2020 | Matthew Herrington Chief Operations Officer | 299.7K | — | 198.1K | — | 227.3K | 170.9K | 895.9K | 22.11% | ↗ |
| 39 | 2019 | Joseph D. Margolis Chief Executive Officer | 850.0K | — | 3.97M | — | 1.06M | 412.3K | 6.28M | 63.10% | ↗ |
| 40 | 2019 | Scott Stubbs Chief Financial Officer | 475.0K | — | 1.11M | — | 482.1K | 143.0K | 2.21M | 50.18% | ↗ |
| 41 | 2019 | Samrat Sondhi Chief Marketing Officer | 410.0K | — | 850.0K | — | 359.8K | 86.5K | 1.71M | 49.82% | ↗ |
| 42 | 2019 | Samrat Sondhi Chief Operations Officer | 410.0K | — | 850.0K | — | 359.8K | 86.5K | 1.71M | 49.82% | ↗ |
| 43 | 2019 | James Overturf Former Chief Marketing Officer | 410.0K | — | 850.0K | — | 367.2K | 73.1K | 1.70M | 49.99% | ↗ |
| 44 | 2019 | James L. Overturf Chief Marketing Officer | 410.0K | — | 850.0K | — | 367.2K | 73.1K | 1.70M | 49.99% | ↗ |
| 45 | 2019 | Gwyn G. McNeal Chief Legal Officer | 400.0K | — | 725.6K | — | 360.0K | 83.4K | 1.57M | 46.25% | ↗ |
| 46 | 2018 | Joseph D. Margolis Chief Executive Officer | 750.0K | — | 2.58M | — | 895.3K | 203.3K | 4.43M | 58.27% | ↗ |
| 47 | 2018 | Scott Stubbs Chief Financial Officer | 475.0K | — | 908.5K | — | 453.6K | 72.4K | 1.91M | 47.58% | ↗ |
| 48 | 2018 | Samrat Sondhi Chief Operations Officer | 400.0K | — | 546.5K | — | 352.8K | 48.2K | 1.35M | 40.56% | ↗ |
| 49 | 2018 | Samrat Sondhi Chief Marketing Officer | 400.0K | — | 546.5K | — | 352.8K | 48.2K | 1.35M | 40.56% | ↗ |
| 50 | 2018 | James L. Overturf Chief Marketing Officer | 400.0K | — | 546.5K | — | 352.8K | 32.4K | 1.33M | 41.04% | ↗ |
| 51 | 2018 | James Overturf Former Chief Marketing Officer | 400.0K | — | 546.5K | — | 352.8K | 32.4K | 1.33M | 41.04% | ↗ |
| 52 | 2018 | Gwyn G. McNeal Chief Legal Officer | 375.0K | — | 512.3K | — | 330.8K | 48.3K | 1.27M | 40.45% | ↗ |
| 53 | 2017 | Joseph D. Margolis Chief Executive Officer | 750.0K | — | 2.41M | — | 1.05M | 213.4K | 4.42M | 54.46% | ↗ |
| 54 | 2017 | Scott Stubbs Chief Financial Officer | 475.0K | — | 762.5K | — | 478.8K | 75.2K | 1.79M | 42.56% | ↗ |
| 55 | 2017 | James L. Overturf Chief Marketing Officer | 385.0K | — | 412.0K | — | 322.0K | 33.0K | 1.15M | 35.77% | ↗ |
| 56 | 2017 | Gwyn G. McNeal Chief Legal Officer | 350.0K | — | 374.6K | — | 292.7K | 46.3K | 1.06M | 35.22% | ↗ |
| 57 | 2017 | Samrat Sondhi Chief Operations Officer | 350.0K | — | 374.6K | — | 291.4K | 46.7K | 1.06M | 35.25% | ↗ |
| 58 | 2016 | Spencer F. Kirk Former Chief Executive Officer | 750.0K | — | 1.28M | 228.4K | 821.3K | 96.6K | 3.17M | 47.41% | ↗ |
| 59 | 2016 | Joseph D. Margolis Chief Executive Officer and Former Chief Investment Officer | 500.0K | — | 680.2K | 121.8K | 555.0K | 210.2K | 2.07M | 38.80% | ↗ |
| 60 | 2016 | Joseph D. Margolis Chief Executive Officer | 500.0K | — | 680.2K | 121.8K | 555.0K | 210.2K | 2.07M | 38.80% | ↗ |
| 61 | 2016 | Scott Stubbs Chief Financial Officer | 475.0K | — | 605.8K | 108.5K | 468.1K | 82.9K | 1.74M | 41.05% | ↗ |
| 62 | 2016 | P. Scott Stubbs Chief Financial Officer | 475.0K | — | 605.8K | 108.5K | 468.1K | 82.9K | 1.74M | 41.05% | ↗ |
| 63 | 2016 | Kenneth M. Woolley Executive Chairman | 450.0K | — | 574.0K | 102.8K | 433.4K | 67.6K | 1.63M | 41.58% | ↗ |
| 64 | 2016 | James L. Overturf Chief Marketing Officer | 385.0K | — | 327.6K | 58.7K | 316.2K | 42.5K | 1.13M | 34.19% | ↗ |
| 65 | 2015 | Joseph D. Margolis Chief Executive Officer | 290.0K | — | 4.90M | 879.4K | 461.3K | 121.5K | 6.65M | 86.87% | ↗ |
| 66 | 2015 | Joseph D. Margolis Chief Investment Officer | 290.0K | — | 4.90M | 879.4K | 461.3K | 121.5K | 6.65M | 86.87% | ↗ |
| 67 | 2015 | Joseph D. Margolis Chief Executive Officer and Former Chief Investment Officer | 290.0K | — | 4.90M | 879.4K | 461.3K | 121.5K | 6.65M | 86.87% | ↗ |
| 68 | 2015 | Spencer F. Kirk Former Chief Executive Officer | 750.0K | — | 1.28M | 224.8K | 926.3K | 56.5K | 3.23M | 46.40% | ↗ |
| 69 | 2015 | Spencer F. Kirk Chief Executive Officer | 750.0K | — | 1.28M | 224.8K | 926.3K | 56.5K | 3.23M | 46.40% | ↗ |
| 70 | 2015 | Scott Stubbs Chief Financial Officer | 437.8K | 100.0K | 558.3K | 98.8K | 486.6K | 78.4K | 1.76M | 37.34% | ↗ |
| 71 | 2015 | P. Scott Stubbs Chief Financial Officer | 437.8K | 100.0K | 558.3K | 98.8K | 486.6K | 78.4K | 1.76M | 37.34% | ↗ |
| 72 | 2015 | Kenneth M. Woolley Executive Chairman | 450.0K | — | 573.9K | 101.2K | 500.2K | 65.6K | 1.69M | 39.92% | ↗ |
| 73 | 2015 | Charles L. Allen Executive Vice President | 348.0K | — | 369.8K | 65.4K | 255.7K | 62.0K | 1.10M | 39.53% | ↗ |
| 74 | 2015 | James L. Overturf Chief Marketing Officer | 334.8K | 25.0K | 284.7K | 50.4K | 307.6K | 38.6K | 1.04M | 32.19% | ↗ |
| 75 | 2014 | Spencer F. Kirk Former Chief Executive Officer | 1.04M | — | — | — | 1.27M | 11.1K | 2.32M | 0.00% | ↗ |
| 76 | 2014 | Spencer F. Kirk Chief Executive Officer | 1.04M | — | — | — | 1.27M | 11.1K | 2.32M | 0.00% | ↗ |
| 77 | 2014 | P. Scott Stubbs Chief Financial Officer | 397.7K | — | 460.8K | 85.4K | 440.3K | 76.8K | 1.46M | 37.38% | ↗ |
| 78 | 2014 | Kenneth M. Woolley Executive Chairman | 463.5K | — | 277.9K | 51.1K | 506.8K | 54.3K | 1.35M | 24.30% | ↗ |
| 79 | 2014 | Charles L. Allen Executive Vice President | 337.8K | — | 361.0K | 66.8K | 248.3K | 63.3K | 1.08M | 39.71% | ↗ |
| 80 | 2014 | Charles L. Allen Chief Investment Officer | 337.8K | — | 361.0K | 66.8K | 248.3K | 63.3K | 1.08M | 39.71% | ↗ |
| 81 | 2014 | James L. Overturf Chief Marketing Officer | 307.3K | — | 218.5K | 40.3K | 258.2K | 35.9K | 860.2K | 30.09% | ↗ |
| 82 | 2013 | Spencer F. Kirk Chief Executive Officer | 1.01M | — | — | — | 1.25M | 42.8K | 2.31M | 0.00% | ↗ |
| 83 | 2013 | Kenneth M. Woolley Executive Chairman | 450.0K | — | 574.1K | 101.3K | 500.2K | 50.4K | 1.68M | 40.30% | ↗ |
| 84 | 2013 | Karl Haas Chief Operating Officer | 360.5K | — | 536.4K | 94.7K | 400.7K | 93.2K | 1.49M | 42.49% | ↗ |
| 85 | 2013 | P. Scott Stubbs Chief Financial Officer | 350.0K | — | 446.6K | 78.7K | 389.0K | 65.8K | 1.33M | 39.49% | ↗ |
| 86 | 2013 | Charles L. Allen Chief Investment Officer | 328.0K | 30.0K | 348.7K | 61.6K | 242.1K | 68.0K | 1.08M | 38.04% | ↗ |
| 87 | 2013 | Charles L. Allen Executive Vice President | 328.0K | 30.0K | 348.7K | 61.6K | 242.1K | 68.0K | 1.08M | 38.04% | ↗ |
| 88 | 2012 | Spencer F. Kirk Chief Executive Officer | 983.3K | — | — | — | 1.22M | 63.2K | 2.27M | 0.00% | ↗ |
| 89 | 2012 | Karl Haas Chief Operating Officer | 350.0K | — | 521.3K | 91.4K | 390.6K | 85.6K | 1.44M | 42.58% | ↗ |
| 90 | 2012 | Charles L. Allen Chief Investment Officer | 318.4K | 60.0K | 338.6K | 59.5K | 235.0K | 62.6K | 1.07M | 37.06% | ↗ |
| 91 | 2012 | Charles L. Allen Chief Legal Officer | 318.4K | 60.0K | 338.6K | 59.5K | 235.0K | 62.6K | 1.07M | 37.06% | ↗ |
| 92 | 2012 | P. Scott Stubbs Chief Financial Officer | 300.0K | — | 338.6K | 59.5K | 279.2K | 57.5K | 1.03M | 38.47% | ↗ |
| 93 | 2012 | Kenneth M. Woolley Executive Chairman and Chief Investment Officer | 225.0K | — | 446.2K | 78.8K | 243.0K | 30.1K | 1.02M | 51.32% | ↗ |
| 94 | 2012 | Kenneth M. Woolley Executive Chairman | 225.0K | — | 446.2K | 78.8K | 243.0K | 30.1K | 1.02M | 51.32% | ↗ |
| 95 | 2011 | Spencer F. Kirk Chairman and Chief Executive Officer | 950.0K | — | — | — | 1.16M | 64.3K | 2.18M | 0.00% | ↗ |
| 96 | 2011 | Spencer F. Kirk Chief Executive Officer | 950.0K | — | — | — | 1.16M | 64.3K | 2.18M | 0.00% | ↗ |
| 97 | 2011 | Kent W. Christensen Former Chief Financial Officer | 345.5K | — | 682.1K | 162.1K | 417.7K | 73.3K | 1.68M | 50.23% | ↗ |
| 98 | 2011 | Karl Haas Chief Operating Officer | 334.2K | — | 454.7K | 108.3K | 368.4K | 69.0K | 1.33M | 42.19% | ↗ |
| 99 | 2011 | Charles L. Allen Chief Investment Officer | 307.7K | — | 323.4K | 77.0K | 225.2K | 51.2K | 984.5K | 40.67% | ↗ |
| 100 | 2011 | Charles L. Allen Chief Legal Officer | 307.7K | — | 323.4K | 77.0K | 225.2K | 51.2K | 984.5K | 40.67% | ↗ |
| 101 | 2011 | P. Scott Stubbs Chief Financial Officer | 243.1K | — | 182.3K | 43.1K | 157.0K | 42.7K | 668.2K | 33.73% | ↗ |
| 102 | 2010 | Spencer F. Kirk Chief Executive Officer | 432.6K | — | 876.7K | 262.8K | 540.8K | 59.5K | 2.17M | 52.45% | ↗ |
| 103 | 2010 | Spencer F. Kirk Chairman and Chief Executive Officer | 432.6K | — | 876.7K | 262.8K | 540.8K | 59.5K | 2.17M | 52.45% | ↗ |
| 104 | 2010 | Kent W. Christensen Chief Financial Officer | 360.5K | — | 662.9K | 188.6K | 405.6K | 85.2K | 1.70M | 50.01% | ↗ |
| 105 | 2010 | Kent W. Christensen Former Chief Financial Officer | 360.5K | — | 662.9K | 188.6K | 405.6K | 85.2K | 1.70M | 50.01% | ↗ |
| 106 | 2010 | Karl Haas Chief Operating Officer | 324.5K | — | 441.6K | 125.7K | 283.9K | 79.5K | 1.26M | 45.20% | ↗ |
| 107 | 2010 | Charles L. Allen Chief Legal Officer | 298.7K | — | 314.1K | 89.3K | 224.0K | 56.2K | 982.3K | 41.06% | ↗ |
| 108 | 2009 | Spencer F. Kirk Chairman and Chief Executive Officer | 387.5K | — | 360.8K | 170.1K | 380.0K | 34.5K | 1.33M | 39.83% | ↗ |
| 109 | 2009 | Kent W. Christensen Former Chief Financial Officer | 350.0K | — | 342.1K | 163.6K | 299.3K | 63.0K | 1.22M | 41.52% | ↗ |
| 110 | 2009 | Kent W. Christensen Chief Financial Officer | 350.0K | — | 342.1K | 163.6K | 299.3K | 63.0K | 1.22M | 41.52% | ↗ |
| 111 | 2009 | Karl Haas Chief Operating Officer | 315.0K | — | 251.9K | 121.7K | 224.4K | 52.3K | 965.4K | 38.70% | ↗ |
| 112 | 2009 | Charles L. Allen Chief Legal Officer | 290.0K | — | 180.4K | 86.4K | 165.3K | 35.2K | 757.3K | 35.23% | ↗ |
| 113 | 2009 | Kenneth M. Woolley Former Chairman and Chief Executive Officer | 210.0K | — | — | — | — | 29.8K | 239.8K | 0.00% | ↗ |
| 114 | 2008 | Kenneth M. Woolley Former Chairman and Chief Executive Officer | 420.0K | — | 876.6K | 269.9K | 399.0K | 96.5K | 2.06M | 55.60% | ↗ |
| 115 | 2008 | Kent W. Christensen Chief Financial Officer | 350.0K | — | 657.5K | 99.9K | 299.3K | 82.6K | 1.49M | 50.86% | ↗ |
| 116 | 2008 | Kenneth M. Woolley Chairman and Chief Executive Officer | 420.0K | — | 267.3K | 121.5K | 399.0K | 96.5K | 1.30M | 29.81% | ↗ |
| 117 | 2008 | Karl Haas Chief Operating Officer | 315.0K | — | 438.3K | 66.6K | 206.7K | 79.0K | 1.11M | 45.67% | ↗ |
| 118 | 2008 | Charles L. Allen Chief Legal Officer | 290.0K | — | 292.2K | 66.6K | 165.3K | 43.5K | 857.6K | 41.83% | ↗ |
| 119 | 2008 | Spencer F. Kirk President | 350.0K | — | — | 31.6K | 249.4K | 10.7K | 641.8K | 4.93% | ↗ |
| 120 | 2008 | Spencer F. Kirk Chairman and Chief Executive Officer | 350.0K | — | — | — | 249.4K | 10.7K | 610.1K | 0.00% | ↗ |
| 121 | 2007 | Kenneth M. Woolley Former Chairman and Chief Executive Officer | 400.0K | — | 298.1K | 124.8K | 420.0K | 33.4K | 1.28M | 33.13% | ↗ |
| 122 | 2007 | Kent W. Christensen Chief Financial Officer | 325.0K | — | 417.9K | 135.0K | 325.0K | 30.3K | 1.23M | 44.83% | ↗ |
| 123 | 2007 | Kenneth M. Woolley Chairman and Chief Executive Officer | 400.0K | — | 63.9K | 99.8K | 420.0K | 33.4K | 1.02M | 16.10% | ↗ |
| 124 | 2007 | Karl Haas Chief Operating Officer | 300.0K | — | — | 67.5K | 250.0K | 56.2K | 673.7K | 10.02% | ↗ |
| 125 | 2007 | Charles L. Allen Chief Legal Officer | 275.0K | — | 99.4K | 67.5K | 173.3K | 20.9K | 636.0K | 26.23% | ↗ |
| 126 | 2007 | Spencer F. Kirk Chairman and Chief Executive Officer | 111.5K | — | — | 101.0K | — | 1.8K | 214.4K | 47.12% | ↗ |
| 127 | 2007 | Spencer F. Kirk President | 111.5K | — | — | 8.0K | — | 1.8K | 121.4K | 6.61% | ↗ |
| 128 | 2006 | Karl Haas Chief Operating Officer | 260.0K | — | 203.4K | 37.3K | 117.0K | 229.7K | 847.3K | 28.40% | ↗ |
| 129 | 2006 | Kenneth M. Woolley Chairman and Chief Executive Officer | 311.0K | — | — | 42.0K | 233.3K | 13.7K | 599.9K | 7.00% | ↗ |
| 130 | 2006 | Kent W. Christensen Chief Financial Officer | 255.0K | — | — | 27.1K | 127.5K | 18.8K | 428.5K | 6.33% | ↗ |
| 131 | 2006 | Charles L. Allen Chief Legal Officer | 233.0K | — | — | 17.6K | 116.5K | 14.5K | 381.6K | 4.62% | ↗ |
| 132 | 2005 | Kenneth M. Woolley Chairman and Chief Executive Officer | 267.7K | 633.8K | — | — | — | 3.7K | 905.2K | 0.00% | ↗ |
| 133 | 2005 | Kent W. Christensen Senior Vice President and Chief Financial Officer | 192.7K | 316.3K | — | — | — | 19.2K | 528.1K | 0.00% | ↗ |
| 134 | 2005 | Karl T. Haas Senior Vice President Operations | 125.4K | 273.0K | 22.8K | 100.0K | — | 3.8K | 524.9K | 23.38% | ↗ |
| 135 | 2005 | Charles L. Allen Senior Vice President and Senior Legal Counsel | 192.7K | 261.3K | — | — | — | 7.7K | 461.6K | 0.00% | ↗ |
| 136 | 2005 | Kenneth T. Woolley Senior Vice President Strategic Partners and Business Development | 139.3K | 186.9K | 65.6K | 30.0K | — | 14.7K | 436.5K | 21.89% | ↗ |
| 137 | 2004 | Kenneth T. Woolley Senior Vice President Strategic Partners and Business Development | 166.5K | 299.6K | — | 45.0K | — | 95.0K | 606.1K | 7.43% | ↗ |
| 138 | 2004 | Kenneth M. Woolley Chairman and Chief Executive Officer | 253.1K | 90.0K | — | 150.0K | — | 29.6K | 522.7K | 28.70% | ↗ |
| 139 | 2004 | Kent W. Christensen Senior Vice President and Chief Financial Officer | 166.5K | 72.0K | — | 100.0K | — | 33.3K | 371.8K | 26.90% | ↗ |
| 140 | 2004 | Charles L. Allen Senior Vice President and Senior Legal Counsel | 171.7K | 65.3K | — | 65.0K | — | 29.6K | 331.6K | 19.60% | ↗ |
| 141 | 2003 | Charles L. Allen Senior Vice President and Senior Legal Counsel | 136.0K | 40.0K | — | — | — | 6.2K | 182.2K | 0.00% | ↗ |
| 142 | 2003 | Kent W. Christensen Senior Vice President and Chief Financial Officer | 120.0K | 48.5K | — | — | — | 8.7K | 177.2K | 0.00% | ↗ |
| 143 | 2003 | Kenneth T. Woolley Senior Vice President Strategic Partners and Business Development | 120.0K | 10.4K | — | — | — | 9.3K | 139.7K | 0.00% | ↗ |
| 144 | 2003 | Kenneth M. Woolley Chairman and Chief Executive Officer | 25.0K | — | — | — | — | 6.2K | 31.2K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Joseph Daniel Margolis | Chief Executive Officer & Director | 3M | male |
| Samrat Sondhi | Executive VP & Chief Digital Officer | 1M | male |
| Noah Springer | President | 1M | male |
| Zachary Dickens | Executive Vice President & Chief Investment Officer | 1M | male |
| Gwyn Goodson McNeal | Executive Vice President & Chief Legal Officer | 1M | female |
| Jeffrey Norman | Executive Vice President & Chief Financial Officer | 891.7K | male |
| Matthew T. Herrington | Executive Vice President & Chief Operating Officer | 719.0K | male |
| Timothy Arthurs | Senior Vice President of Operations | 203.1K | male |
| Grace Kunde | Senior Vice President of Accounting & Finance and Corporate Controller | — | female |
| Jared Conley | Vice President of Financial Planning Analysis | — | male |
ESG Rating
ESG Score History REIT - INDUSTRIAL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-04-03 | 2024-05-15 | 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 | ↗ |
| 2020-04-14 | 2020-05-08 | David Perdue | — | Joint | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2020-04-14 | 2020-05-08 | David Perdue | — | Joint | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2019-08-13 | 2019-09-03 | David Perdue | — | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2017-06-16 | 2017-07-10 | David Perdue | — | Joint | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2016-11-18 | 2016-12-06 | David Perdue | — | Joint | Purchase | $15,001 - $50,000 | ↗ |
| 2016-11-18 | 2016-12-06 | David Perdue | — | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2016-08-16 | 2016-09-01 | David Perdue | — | Joint | Purchase | $15,001 - $50,000 | ↗ |
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-02-12 | 2026-03-13 | Julia Letlow | — | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-11-03 | 2026-01-13 | Julia Letlow | LA05 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-09-29 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-05 | 2025-10-03 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-08-26 | 2025-09-12 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-08-14 | 2025-09-12 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-02-25 | 2025-03-28 | Rob Bresnahan | PA08 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-02-07 | 2026-01-13 | Julia Letlow | LA05 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-10-18 | 2024-11-11 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2024-03-22 | 2024-04-05 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-15 | 2024-03-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-03 | 2023-12-06 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2023-10-19 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-10-06 | 2023-11-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-25 | 2023-10-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-21 | 2023-10-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-20 | 2023-10-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-18 | 2023-10-06 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-06 | 2023-10-06 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-08-29 | 2023-09-06 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for EXR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
