First Horizon Corporation (FHN)
Memphis, TN, US
First Horizon Corporation functions as the parent company of First Horizon Bank, offering a diverse range of financial services. Its operations are segmented into three core divisions: Regional Banking, Specialty Banking, and Corporate. The company provides standard banking services to consumers, businesses, financial institutions, and governmental bodies. Beyond core banking, it also underwrites eligible securities, such as fixed-income instruments, via its financial subsidiaries; engages in the sale of loans and derivatives; and provides advisory services. Its broad service portfolio further encompasses mortgage banking, title insurance and loan-closing, brokerage, correspondent banking, nationwide check clearing and remittance, trust and fiduciary functions, equipment financing, and both investment and financial advisory. Additionally, First Horizon markets mutual funds, retail insurance products, and credit cards. Across the United States, the corporation maintains a significant presence, with roughly 500 First Horizon Bank branches across 22 states and about 400 FHN Financial centers in 12 states. Formerly known as First Horizon National Corporation, the company adopted its current name, First Horizon Corporation, in November 2020. Established in 1864, its corporate headquarters are located in Memphis, Tennessee.
| Target company | Ticker | Date | Filing |
|---|---|---|---|
| FTIM | — | 1994-01-19 | View |
| Planters Bank | — | 1994-04-28 | View |
| Bancolombia S.A. | CIB | 1994-10-28 | View |
| FTNC | — | 1994-12-01 | View |
| WEST METRO | 2. | 2005-05-24 | View |
| First Horizon Corporation | FHN | 2005-05-24 | View |
| Institution | — | 2015-01-26 | View |
| Capital Bank | CBF | 2017-06-29 | View |
| HEADQUARTERS MATTERS | IBKC | 2019-12-30 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2002-05-03 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.04% | -0.53% | -2.92% | +1.85% | +8.46% | +1.38% | +21.88% | +124.14% | +24.90% | +66.41% | +2,164.49% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 5 | -1 |
| Hold | 11 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | 23 |
26.70
+7.0%
|
| All Time | 38 |
23.54
-5.6%
|
-
Revenue growth+1.0% Q1'26: -26.5% (vs Q1'25)
-
EPS growth+38.2% Q1'26: +29.3% (vs Q1'25)
-
FCF margin— Q1'26: +31.3% (vs Q1'25)
-
EBIT margin— Q1'26: +41.4% (vs Q1'25)
-
ROIC— Q1'26: +5.9% (vs Q1'25)
-
Share dilution-8.9% Q1'26: -6.9% (vs Q1'25)
-
Debt / EBITDA— Q1'26: 9.09× (vs Q1'25)
* 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.
| Metric |
Dec 1999 actual |
Dec 2000 actual |
Dec 2001 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
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 9 Rev. Ana. 13 EPS Ana. |
Dec 2027 9 Rev. Ana. 13 EPS Ana. |
Dec 2028 1 Rev. Ana. 4 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
2.33B
est: 1.73B (+34.5%)
|
2.28B
est: 1.63B (+39.9%)
|
2.30B
est: 1.69B (+36.1%)
|
2.35B
est: 2.21B (+6.3%)
|
2.69B
est: 2.04B (+32.2%)
|
2.53B
est: 2.19B (+15.5%)
|
3.24B
est: 2.30B (+40.6%)
|
3.50B
est: 2.31B (+51.3%)
|
3.17B
est: 3.65B (-13.2%)
|
3.06B
est: 2.69B (+13.7%)
|
2.26B
est: 1.78B (+26.8%)
|
1.73B
est: 4.57B (-62.1%)
|
1.56B
est: 1.19B (+31.5%)
|
1.43B
est: 1.69B (-15.0%)
|
1.28B
est: 1.19B (+8.1%)
|
1.23B
est: 897.99M (+36.8%)
|
1.21B
est: 1.17B (+3.6%)
|
1.33B
est: 1.30B (+2.5%)
|
1.45B
est: 1.34B (+8.0%)
|
2.21B
est: 1.76B (+25.7%)
|
2.23B
est: 1.84B (+21.1%)
|
2.80B
est: 2.60B (+7.9%)
|
3.15B
est: 3.08B (+2.6%)
|
3.41B
est: 3.17B (+7.6%)
|
4.72B
est: 2.95B (+60.0%)
|
4.94B
est: 3.29B (+50.2%)
|
4.99B
est: 3.39B (+46.9%)
|
3.56B
3.55B – 3.58B
+5.0% YoY
|
3.71B
3.67B – 3.75B
+4.1% YoY
|
3.90B
3.88B – 3.92B
+5.1% YoY
|
| EBITDA |
598.60M
est: 1.18B (-49.2%)
|
559.69M
est: 1.27B (-55.8%)
|
795.53M
est: 1.23B (-35.5%)
|
911.73M
est: 1.16B (-21.2%)
|
1.14B
est: 1.33B (-14.0%)
|
916.45M
est: 1.21B (-24.2%)
|
1.03B
est: 1.87B (-44.8%)
|
482.89M
est: 2.15B (-77.6%)
|
-183.97M
est: 1.86B (-109.9%)
|
-231.39M
est: 420.73M (-155.0%)
|
-338.80M
est: -103.61M (-227.0%)
|
134.25M
est: 921.55M (-85.4%)
|
239.17M
est: 421.17M (-43.2%)
|
16.27M
est: 75.77M (-78.5%)
|
90.05M
est: 136.09M (-33.8%)
|
375.13M
est: 381.09M (-1.6%)
|
169.00M
est: 205.56M (-17.8%)
|
409.99M
est: 454.20M (-9.7%)
|
379.80M
est: 473.76M (-19.8%)
|
773.00M
est: 1.08B (-28.6%)
|
652.00M
est: 975.07M (-33.1%)
|
995.00M
est: 1.05B (-5.2%)
|
1.33B
est: 1.08B (+23.3%)
|
1.24B
est: 1.15B (+8.0%)
|
1.23B
est: 907.19M (+35.6%)
|
1.11B
est: 1.01B (+9.3%)
|
1.34B
est: 1.04B (+28.0%)
|
1.10B
1.09B – 1.10B
+5.0% YoY
|
1.14B
1.13B – 1.15B
+4.1% YoY
|
1.20B
1.19B – 1.21B
+5.1% YoY
|
| EBIT |
379.40M
est: 527.88M (-28.1%)
|
337.00M
est: 495.38M (-32.0%)
|
488.56M
est: 513.72M (-4.9%)
|
558.06M
est: 674.25M (-17.2%)
|
719.00M
est: 620.43M (+15.9%)
|
666.81M
est: 667.01M (0.0%)
|
645.17M
est: 701.59M (-8.0%)
|
338.08M
est: 703.84M (-52.0%)
|
-315.61M
est: 1.11B (-128.4%)
|
-328.84M
est: 818.65M (-140.2%)
|
-420.53M
est: 542.18M (-177.6%)
|
51.75M
est: 1.39B (-96.3%)
|
149.85M
est: 361.82M (-58.6%)
|
-101.71M
est: 514.02M (-119.8%)
|
18.43M
est: 361.05M (-94.9%)
|
318.23M
est: 273.49M (+16.4%)
|
108.25M
est: 355.18M (-69.5%)
|
345.32M
est: 394.62M (-12.5%)
|
308.87M
est: 409.07M (-24.5%)
|
714.00M
est: 536.38M (+33.1%)
|
586.00M
est: 561.33M (+4.4%)
|
933.00M
est: 790.42M (+18.0%)
|
1.28B
est: 936.56M (+37.1%)
|
1.16B
est: 965.63M (+20.0%)
|
1.13B
est: 852.66M (+32.3%)
|
1.01B
est: 950.80M (+5.7%)
|
1.28B
est: 981.77M (+30.5%)
|
1.03B
1.03B – 1.04B
+5.0% YoY
|
1.07B
1.06B – 1.09B
+4.1% YoY
|
1.13B
1.12B – 1.13B
+5.1% YoY
|
| Net Income |
247.50M
est: 250.50M (-1.2%)
|
232.58M
est: 227.73M (+2.1%)
|
318.21M
est: 301.15M (+5.7%)
|
376.45M
est: 363.34M (+3.6%)
|
473.31M
est: 452.50M (+4.6%)
|
454.41M
est: 447.87M (+1.5%)
|
438.00M
est: 433.53M (+1.0%)
|
462.91M
est: 492.48M (-6.0%)
|
-170.11M
est: -147.87M (-15.0%)
|
-191.99M
est: -319.64M (+39.9%)
|
-269.84M
est: -206.03M (-31.0%)
|
50.20M
est: 230.77M (-78.2%)
|
131.20M
est: 153.30M (-14.4%)
|
-27.76M
est: -14.44M (-92.2%)
|
26.90M
est: 27.96M (-3.8%)
|
222.52M
est: 201.01M (+10.7%)
|
85.88M
est: 77.92M (+10.2%)
|
227.05M
est: 223.73M (+1.5%)
|
165.52M
est: 157.37M (+5.2%)
|
545.00M
est: 536.47M (+1.6%)
|
441.00M
est: 406.23M (+8.6%)
|
845.00M
est: 650.24M (+30.0%)
|
999.00M
est: 693.73M (+44.0%)
|
900.00M
est: 740.43M (+21.6%)
|
897.00M
est: 601.77M (+49.1%)
|
775.00M
est: 736.02M (+5.3%)
|
983.00M
est: 919.05M (+7.0%)
|
1.07B
1.04B – 1.09B
+16.0% YoY
|
1.16B
1.13B – 1.18B
+8.6% YoY
|
1.32B
1.28B – 1.36B
+14.2% YoY
|
| SGA |
663.80M
est: 671.60M (-1.2%)
|
598.02M
est: 611.02M (-2.1%)
|
670.93M
est: 809.32M (-17.1%)
|
830.67M
est: 962.89M (-13.7%)
|
980.31M
est: 922.88M (+6.2%)
|
954.91M
est: 941.85M (+1.4%)
|
1.04B
est: 1.04B (+0.9%)
|
1.07B
est: 1.14B (-5.9%)
|
1.01B
est: 1.43B (-29.1%)
|
1.09B
est: 405.28M (+168.4%)
|
949.52M
est: 734.73M (+29.2%)
|
801.83M
est: 2.61B (-69.3%)
|
732.83M
est: 790.96M (-7.3%)
|
759.42M
est: 844.31M (-10.1%)
|
638.68M
est: 628.05M (+1.7%)
|
563.71M
est: 512.75M (+9.9%)
|
600.47M
est: 594.38M (+1.0%)
|
654.60M
est: 660.18M (-0.8%)
|
685.01M
est: 687.20M (-0.3%)
|
683.00M
est: 788.47M (-13.4%)
|
742.00M
est: 766.59M (-3.2%)
|
1.08B
est: 1.07B (+0.4%)
|
1.34B
est: 913.69M (+46.4%)
|
1.24B
est: 1.10B (+12.9%)
|
1.34B
est: 961.61M (+39.6%)
|
1.30B
est: 1.07B (+21.2%)
|
1.48B
est: 1.11B (+33.6%)
|
1.16B
1.16B – 1.17B
+5.0% YoY
|
1.21B
1.20B – 1.22B
+4.1% YoY
|
1.27B
1.27B – 1.28B
+5.1% YoY
|
| EPS |
1.58
est: 1.62 (-2.5%)
|
1.49
est: 1.42 (+4.9%)
|
2.07
est: 1.71 (+21.1%)
|
2.38
est: 2.21 (+7.7%)
|
3.11
est: 2.78 (+11.9%)
|
2.97
est: 2.87 (+3.5%)
|
2.82
est: 2.81 (+0.4%)
|
3.10
est: 2.52 (+23.0%)
|
-1.12
est: 1.05 (-206.7%)
|
-0.97
est: -0.49 (-100.0%)
|
-1.43
est: -0.87 (-65.3%)
|
-0.18
est: -0.59 (+69.5%)
|
0.50
est: 0.46 (+8.7%)
|
-0.11
est: 0.08 (-237.5%)
|
0.10
est: 0.68 (-85.3%)
|
0.91
est: 0.58 (+58.3%)
|
0.34
est: 0.37 (-8.3%)
|
0.95
est: 0.96 (-1.5%)
|
0.66
est: 0.93 (-28.8%)
|
1.66
est: 1.70 (-2.4%)
|
1.39
est: 1.42 (-2.1%)
|
1.90
est: 1.47 (+28.9%)
|
1.76
est: 1.67 (+5.5%)
|
1.62
est: 1.61 (+0.6%)
|
1.58
est: 1.21 (+30.1%)
|
1.37
est: 1.51 (-9.2%)
|
1.89
est: 1.84 (+2.6%)
|
2.14
2.10 – 2.19
+16.4% YoY
|
2.34
2.28 – 2.38
+9.3% YoY
|
2.65
2.58 – 2.75
+12.8% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-16 | Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 4/5 | 3/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-04 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 61.54M | 11.40% | 59.13M | — | 61.54M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 57.73M | 10.68% | — | 290.3K | 56.97M | 758.4K | IA | — | 2022-02-10 | ↗ |
| 3 | Abigail P. Johnson | 18.15M | 5.83% | — | — | 18.15M | — | IN | Delaware | 2020-02-07 | ↗ |
| 4 | FMR LLC | 18.15M | 5.83% | 1.48M | — | 18.15M | — | HC | Delaware | 2020-02-07 | ↗ |
| 5 | 84-1434992 | 16.94M | 6.40% | 16.51M | — | 16.94M | — | IA | Delaware | 2011-02-11 | ↗ |
| 6 | 98-0557567 | 14.37M | 4.40% | 13.43M | — | 14.37M | — | IA, HC | Bermuda | 2019-02-01 | ↗ |
| 7 | STATE STREET CORPORATION | 13.91M | 4.30% | — | 13.49M | — | 13.91M | HC | BOSTON, MASSACHUSETTS | 2019-02-13 | ↗ |
| 8 | Fuller & Thaler Asset Management, Inc. | 13.66M | 4.39% | 13.36M | — | 13.66M | — | IA | California | 2020-02-14 | ↗ |
| 9 | 95-4871957 | 10.77M | 11.00% | — | — | — | — | IA | Delaware | 2015-02-13 | ↗ |
| 10 | BlackRock for purposes of Schedule 13G filings. | 10.42M | 4.69% | 10.42M | — | 10.42M | — | HC | Delaware | 2010-03-09 | ↗ |
| 11 | Marsico Capital Management, LLC | 4.56M | 1.70% | 1.63M | — | 4.56M | — | IA | Delaware | 2012-02-14 | ↗ |
| 12 | 52-0556948 | 4.23M | 1.20% | 1.05M | — | 4.23M | — | IA | Maryland | 2018-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 57.70M -2.0M (-3.3%) | 1.38B +29.4M (+2.2%) | 11.75% -0.068 pp | 0.02% 0.000 pp | USD15.98 +49.6% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 48.47M -2.0M (-4.0%) | 1.16B +17.0M (+1.5%) | 9.87% -0.125 pp | 0.02% 0.000 pp | USD12.95 +84.6% | 84 qtrs — |
| 3 | BANK OF NEW YORK MELLON CORP | 31.46M -977.2K (-3.0%) | 751.99M +18.5M (+2.5%) | 6.41% -0.016 pp | 0.13% -0.009 pp | USD16.52 +44.7% | 66 qtrs — |
| 4 | STATE STREET CORP | 19.00M -741.3K (-3.8%) | 457.06M +7.6M (+1.7%) | 3.87% -0.040 pp | 0.02% 0.000 pp | USD15.07 +58.6% | 51 qtrs — |
| 5 | DIMENSIONAL FUND ADVISORS LP | 16.43M -169.6K (-1.0%) | 392.56M +17.4M (+4.6%) | 3.35% +0.059 pp | 0.08% +0.002 pp | USD14.36 +66.4% | 51 qtrs — |
| 6 | UBS ASSET MANAGEMENT AMERICAS INC | 14.06M -368.5K (-2.6%) | 336.10M +9.8M (+3.0%) | 2.86% +0.006 pp | 0.07% +0.000 pp | USD19.84 +20.5% | 87 qtrs — |
| 7 | FMR LLC | 12.69M -1.7M (-12.1%) | 303.19M -23.1M (-7.1%) | 2.58% -0.274 pp | 0.02% -0.002 pp | USD18.69 +27.9% | 32 qtrs — |
| 8 | LSV ASSET MANAGEMENT | 12.17M -558.2K (-4.4%) | 290.86M +3.1M (+1.1%) | 2.48% -0.042 pp | 0.63% -0.001 pp | USD13.66 +75.0% | 35 qtrs — |
| 9 | NORTH REEF CAPITAL MANAGEMENT LP | 11.52M -853.2K (-6.9%) | 275.25M -4.4M (-1.6%) | 2.35% -0.104 pp | 11.08% -2.002 pp | USD12.93 +84.8% | 12 qtrs — |
| 10 | MILLENNIUM MANAGEMENT LLC | 9.82M +3.5M (+54.6%) | 234.63M +91.1M (+63.5%) | 2.00% +0.742 pp | 0.10% +0.037 pp | USD19.77 +20.9% | 61 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 9.08M -45.2K (-0.5%) | 217.09M +10.7M (+5.2%) | 1.85% +0.042 pp | 0.01% +0.000 pp | USD14.59 +63.8% | 78 qtrs — |
| 12 | INVESCO LTD. | 8.03M +427.0K (+5.6%) | 192.01M +20.0M (+11.6%) | 1.64% +0.130 pp | 0.03% +0.002 pp | USD17.58 +35.9% | 57 qtrs — |
| 13 | NORGES BANK | 6.44M +6.4M (+100.0%) | 153.94M +153.9M (+100.0%) | 1.31% +1.312 pp | 0.02% +0.017 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 14 | CITADEL ADVISORS LLC | 6.34M -4.7M (-42.6%) | 151.49M -98.2M (-39.3%) | 1.29% -0.896 pp | 0.02% -0.015 pp | USD19.91 +20.0% | 52 qtrs — |
| 15 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5.34M +116.2K (+2.2%) | 127.53M +9.5M (+8.1%) | 1.09% +0.053 pp | 0.36% +0.051 pp | USD21.64 +10.4% | 3 qtrs — |
| 16 | MORGAN STANLEY | 5.21M +491.5K (+10.4%) | 124.58M +17.8M (+16.7%) | 1.06% +0.127 pp | 0.01% +0.001 pp | USD18.54 +28.9% | 51 qtrs — |
| 17 | CLEARBRIDGE INVESTMENTS, LLC | 5.20M -108.2K (-2.0%) | 124.29M +4.3M (+3.6%) | 1.06% +0.008 pp | 0.10% +0.009 pp | USD13.09 +82.6% | 11 qtrs — |
| 18 | FIL LTD | 4.87M -149.8K (-3.0%) | 116.44M +2.9M (+2.6%) | 0.99% -0.002 pp | 0.09% -0.002 pp | USD19.39 +23.3% | 7 qtrs — |
| 19 | FREESTONE GROVE PARTNERS LP | 4.73M -61.2K (-1.3%) | 112.98M +4.7M (+4.4%) | 0.96% +0.015 pp | 0.82% +0.008 pp | USD20.61 +16.0% | 5 qtrs — |
| 20 | NORTHERN TRUST CORP | 4.33M -241.6K (-5.3%) | 103.46M +122.3K (+0.1%) | 0.88% -0.023 pp | 0.01% +0.000 pp | USD15.51 +54.1% | 51 qtrs — |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 3.85M +852.1K (+28.4%) | 91.99M +24.2M (+35.8%) | 0.78% +0.191 pp | 0.05% +0.013 pp | USD17.16 +39.3% | 81 qtrs — |
| 22 | ARTEMIS INVESTMENT MANAGEMENT LLP | 3.78M +3.8M (+100.0%) | 90.32M +90.3M (+100.0%) | 0.77% +0.770 pp | 1.09% +1.091 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 23 | RAYMOND JAMES FINANCIAL INC | 3.72M -121.3K (-3.2%) | 88.83M +2.1M (+2.4%) | 0.76% -0.003 pp | 0.03% 0.000 pp | USD20.15 +18.6% | 5 qtrs — |
| 24 | JUPITER ASSET MANAGEMENT LTD | 3.65M +1.5M (+68.0%) | 87.32M +38.1M (+77.5%) | 0.74% +0.313 pp | 0.70% +0.277 pp | USD23.13 +3.3% | 2 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.42M -51.9K (-1.5%) | 81.74M +3.2M (+4.1%) | 0.70% +0.009 pp | 0.01% +0.000 pp | USD15.47 +54.5% | 87 qtrs — |
| 26 | JANE STREET GROUP, LLC | 3.36M +3.1M (+1,005.4%) | 80.34M +73.5M (+1,068.4%) | 0.68% +0.624 pp | 0.01% +0.011 pp | USD23.51 +1.7% | 6 qtrs — |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.30M +2.5M (+331.2%) | 78.87M +61.6M (+355.9%) | 0.67% +0.521 pp | 0.01% +0.007 pp | USD23.05 +3.7% | 51 qtrs — |
| 28 | UBS GROUP AG | 3.29M -2.1M (-39.3%) | 78.65M -44.0M (-35.9%) | 0.67% -0.404 pp | 0.01% -0.007 pp | USD19.19 +24.5% | 45 qtrs — |
| 29 | SCULPTOR CAPITAL LP | 3.15M -676.0K (-17.7%) | 75.17M -11.2M (-13.0%) | 0.64% -0.116 pp | 0.77% -0.246 pp | USD15.70 +52.2% | 16 qtrs — |
| 30 | POINT72 ASSET MANAGEMENT, L.P. | 2.88M +1.8M (+163.9%) | 68.95M +44.2M (+179.0%) | 0.59% +0.371 pp | 0.08% +0.036 pp | USD23.04 +3.7% | 10 qtrs — |
| 31 | BANK OF AMERICA CORP /DE/ | 2.65M +82.0K (+3.2%) | 63.38M +5.3M (+9.1%) | 0.54% +0.031 pp | 0.00% +0.001 pp | USD15.51 +54.1% | 52 qtrs — |
| 32 | JOHNSON INVESTMENT COUNSEL INC | 2.42M -695.1K (-22.3%) | 57.94M -12.6M (-17.8%) | 0.49% -0.124 pp | 0.47% -0.115 pp | USD16.38 +45.9% | 22 qtrs — |
| 33 | VERITION FUND MANAGEMENT LLC | 2.41M +843.8K (+53.8%) | 57.64M +22.2M (+62.6%) | 0.49% +0.181 pp | 0.23% +0.080 pp | USD15.85 +50.8% | 23 qtrs — |
| 34 | JPMORGAN CHASE & CO | 2.37M -3.2M (-57.6%) | 56.56M -69.5M (-55.1%) | 0.48% -0.622 pp | 0.00% -0.004 pp | USD19.49 +22.6% | 51 qtrs — |
| 35 | GOLDMAN SACHS GROUP INC | 2.31M +513.1K (+28.6%) | 55.10M +14.6M (+36.0%) | 0.47% +0.115 pp | 0.01% +0.002 pp | USD19.56 +22.2% | 73 qtrs — |
| 36 | HOLOCENE ADVISORS, LP | 2.22M +881.4K (+66.1%) | 52.95M +22.8M (+75.5%) | 0.45% +0.187 pp | 0.11% +0.043 pp | USD22.59 +5.8% | 5 qtrs — |
| 37 | CULLEN CAPITAL MANAGEMENT, LLC | 2.03M +2.0M (+3,401.0%) | 48.53M +47.2M (+3,600.8%) | 0.41% +0.402 pp | 0.53% +0.516 pp | USD23.62 +1.2% | 22 qtrs — |
| 38 | AQR CAPITAL MANAGEMENT LLC | 1.99M -22.1K (-1.1%) | 47.65M +2.1M (+4.5%) | 0.41% +0.007 pp | 0.03% -0.004 pp | USD12.35 +93.5% | 27 qtrs — |
| 39 | VICTORY CAPITAL MANAGEMENT INC | 1.84M -1.4M (-43.2%) | 43.91M -29.2M (-39.9%) | 0.37% -0.266 pp | 0.02% -0.018 pp | USD16.70 +43.1% | 26 qtrs — |
| 40 | HRT FINANCIAL LP | 1.78M +1.8M (+100.0%) | 42.60M +42.6M (+100.0%) | 0.36% +0.363 pp | 0.13% +0.135 pp | USD23.90 +0.0% | 3 qtrs — |
| 41 | BALYASNY ASSET MANAGEMENT L.P. | 1.70M -5.7M (-76.9%) | 40.69M -125.9M (-75.6%) | 0.35% -1.113 pp | 0.05% -0.160 pp | USD19.17 +24.7% | 17 qtrs — |
| 42 | LEEWARD INVESTMENTS, LLC - MA | 1.67M -55.6K (-3.2%) | 39.97M +899.7K (+2.3%) | 0.34% -0.002 pp | 2.02% +0.026 pp | USD14.64 +63.3% | 12 qtrs — |
| 43 | ALYESKA INVESTMENT GROUP, L.P. | 1.63M -1.8M (-53.1%) | 39.05M -39.7M (-50.4%) | 0.33% -0.357 pp | 0.11% -0.128 pp | USD19.21 +24.4% | 11 qtrs — |
| 44 | BARCLAYS PLC | 1.60M +1.6M (+100.0%) | 38.24M +38.2M (+100.0%) | 0.33% +0.326 pp | 0.01% +0.009 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 45 | NUVEEN, LLC | 1.56M -246.2K (-13.7%) | 37.20M -3.6M (-8.7%) | 0.32% -0.040 pp | 0.01% -0.001 pp | USD19.42 +23.1% | 4 qtrs — |
| 46 | RETIREMENT SYSTEMS OF ALABAMA | 1.39M -55.7K (-3.8%) | 33.24M +535.3K (+1.6%) | 0.28% -0.003 pp | 0.11% -0.001 pp | USD12.04 +98.5% | 52 qtrs — |
| 47 | FISHER ASSET MANAGEMENT, LLC | 1.36M +270.5K (+24.9%) | 32.46M +7.9M (+32.0%) | 0.28% +0.061 pp | 0.01% +0.002 pp | USD19.85 +20.4% | 10 qtrs — |
| 48 | RHUMBLINE ADVISERS | 1.32M -68.8K (-5.0%) | 31.44M +142.1K (+0.5%) | 0.27% -0.006 pp | 0.03% +0.000 pp | USD13.04 +83.3% | 52 qtrs — |
| 49 | INTERVAL PARTNERS, LP | 1.19M +39.2K (+3.4%) | 28.33M +2.4M (+9.3%) | 0.24% +0.014 pp | 0.51% +0.084 pp | USD19.21 +24.4% | 12 qtrs — |
| 50 | BANK OF MONTREAL /CAN/ | 1.12M -129.8K (-10.3%) | 26.88M -1.5M (-5.2%) | 0.23% -0.019 pp | 0.01% -0.002 pp | USD22.28 +7.3% | 51 qtrs — |
| 51 | ROYAL BANK OF CANADA | 1.07M -1.5M (-58.0%) | 25.65M -32.2M (-55.6%) | 0.22% -0.288 pp | 0.00% -0.005 pp | USD20.63 +15.9% | 51 qtrs — |
| 52 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.07M -31.6K (-2.9%) | 25.51M +662.8K (+2.7%) | 0.22% 0.000 pp | 0.02% +0.001 pp | USD12.52 +90.9% | 87 qtrs — |
| 53 | ALLIANCEBERNSTEIN L.P. | 1.06M -170.2K (-13.9%) | 25.29M -2.5M (-8.9%) | 0.22% -0.028 pp | 0.01% -0.001 pp | USD19.00 +25.8% | 61 qtrs — |
| 54 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1.06M +— (+0.0%) | 25.28M +1.4M (+5.7%) | 0.22% +0.006 pp | 0.19% +0.008 pp | USD19.36 +23.5% | 14 qtrs — |
| 55 | HUDSON BAY CAPITAL MANAGEMENT LP | 1.03M +419.7K (+68.8%) | 24.61M +10.8M (+78.4%) | 0.21% +0.089 pp | 0.08% +0.035 pp | USD23.14 +3.3% | 2 qtrs — |
| 56 | SWISS NATIONAL BANK | 1.00M +17.5K (+1.8%) | 23.93M +1.7M (+7.6%) | 0.20% +0.009 pp | 0.01% +0.001 pp | USD14.34 +66.7% | 9 qtrs — |
| 57 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 994.7K -819.2K (-45.2%) | 23.77M -17.2M (-42.0%) | 0.20% -0.157 pp | 0.20% -0.163 pp | USD21.12 +13.2% | 4 qtrs — |
| 58 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 968.8K -3.1K (-0.3%) | 23.15M +1.2M (+5.4%) | 0.20% +0.005 pp | 0.01% +0.000 pp | USD17.18 +39.1% | 57 qtrs — |
| 59 | FIRST TRUST ADVISORS LP | 966.7K -4.1K (-0.4%) | 23.10M +1.2M (+5.3%) | 0.20% +0.005 pp | 0.02% +0.001 pp | USD14.72 +62.4% | 12 qtrs — |
| 60 | MEDIOLANUM INTERNATIONAL FUNDS LTD | 933.8K +933.8K (+100.0%) | 22.34M +22.3M (+100.0%) | 0.19% +0.190 pp | 0.22% +0.223 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 61 | BRIDGEWATER ASSOCIATES, LP | 928.6K +928.6K (+100.0%) | 22.19M +22.2M (+100.0%) | 0.19% +0.189 pp | 0.08% +0.081 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 62 | MOORE CAPITAL MANAGEMENT, LP | 908.0K +500.0K (+122.5%) | 21.70M +12.5M (+135.2%) | 0.18% +0.104 pp | 0.31% +0.185 pp | USD23.32 +2.5% | 2 qtrs — |
| 63 | CAPTION MANAGEMENT, LLC | 872.0K +846.0K (+3,253.8%) | 20.84M +20.3M (+3,445.2%) | 0.18% +0.172 pp | 0.14% +0.138 pp | USD23.79 +0.5% | 5 qtrs — |
| 64 | ENGINEERS GATE MANAGER LP | 865.6K +629.5K (+266.6%) | 20.69M +15.3M (+287.5%) | 0.18% +0.130 pp | 0.25% +0.184 pp | USD23.40 +2.1% | 17 qtrs — |
| 65 | LEGAL & GENERAL GROUP PLC | 760.1K -128.9K (-14.5%) | 18.17M -1.9M (-9.6%) | 0.15% -0.021 pp | 0.00% -0.001 pp | USD19.21 +24.4% | 75 qtrs — |
| 66 | 12TH STREET ASSET MANAGEMENT COMPANY, LLC | 739.9K +739.9K (+100.0%) | 17.68M +17.7M (+100.0%) | 0.15% +0.151 pp | 2.91% +2.914 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 67 | HUBER CAPITAL MANAGEMENT LLC | 690.8K +77.6K (+12.7%) | 16.51M +2.6M (+19.1%) | 0.14% +0.019 pp | 2.43% +0.236 pp | USD14.30 +67.1% | 48 qtrs — |
| 68 | WELLS FARGO & COMPANY/MN | 682.0K +18.4K (+2.8%) | 16.30M +1.3M (+8.6%) | 0.14% +0.008 pp | 0.00% +0.000 pp | USD13.96 +71.2% | 57 qtrs — |
| 69 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 565.9K +116.0K (+25.8%) | 13.52M +3.4M (+33.0%) | 0.12% +0.026 pp | 0.02% +0.005 pp | USD20.90 +14.4% | 5 qtrs — |
| 70 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 562.6K +194.4K (+52.8%) | 13.45M +5.1M (+61.5%) | 0.11% +0.042 pp | 0.09% +0.033 pp | USD20.66 +15.7% | 6 qtrs — |
| 71 | SCHONFELD STRATEGIC ADVISORS LLC | 548.1K -80.7K (-12.8%) | 13.10M -1.1M (-7.9%) | 0.11% -0.013 pp | 0.06% -0.023 pp | USD22.08 +8.2% | 26 qtrs — |
| 72 | PRIVATE MANAGEMENT GROUP INC | 514.7K -172.3K (-25.1%) | 12.30M -3.2M (-20.8%) | 0.10% -0.031 pp | 0.36% -0.104 pp | USD11.39 +109.8% | 18 qtrs — |
| 73 | AMERIPRISE FINANCIAL INC | 506.9K -18.6K (-3.5%) | 12.13M +233.1K (+2.0%) | 0.10% -0.001 pp | 0.00% +0.000 pp | USD13.37 +78.8% | 56 qtrs — |
| 74 | AMUNDI | 503.6K +172.4K (+52.1%) | 12.04M +4.4M (+57.7%) | 0.10% +0.037 pp | 0.00% +0.001 pp | USD20.59 +16.1% | 7 qtrs — |
| 75 | CAPITAL FUND MANAGEMENT S.A. | 497.8K +497.8K (+100.0%) | 11.90M +11.9M (+100.0%) | 0.10% +0.101 pp | 0.03% +0.033 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 76 | SEI INVESTMENTS CO | 493.7K -13.3K (-2.6%) | 11.80M +336.1K (+2.9%) | 0.10% +0.000 pp | 0.01% -0.001 pp | USD15.88 +50.5% | 45 qtrs — |
| 77 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 492.9K -19.0K (-3.7%) | 11.78M +207.0K (+1.8%) | 0.10% -0.001 pp | 0.02% +0.000 pp | USD12.26 +94.9% | 51 qtrs — |
| 78 | DIAMOND HILL CAPITAL MANAGEMENT INC | 490.2K -3.0K (-0.6%) | 11.72M +564.5K (+5.1%) | 0.10% +0.002 pp | 0.06% +0.007 pp | USD14.34 +66.7% | 9 qtrs — |
| 79 | ALGERT GLOBAL LLC | 485.0K +— (+0.0%) | 11.59M +626.0K (+5.7%) | 0.10% +0.003 pp | 0.18% -0.003 pp | USD17.25 +38.6% | 11 qtrs — |
| 80 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 482.0K +4.9K (+1.0%) | 11.52M +732.0K (+6.8%) | 0.10% +0.004 pp | 0.01% +0.001 pp | USD14.91 +60.3% | 52 qtrs — |
| 81 | CINCTIVE CAPITAL MANAGEMENT LP | 477.1K +74.2K (+18.4%) | 11.40M +2.3M (+25.2%) | 0.10% +0.017 pp | 0.62% +0.182 pp | USD20.83 +14.7% | 13 qtrs — |
| 82 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 470.6K +22.3K (+5.0%) | 11.36M +1.2M (+12.0%) | 0.10% +0.007 pp | 0.01% +0.000 pp | USD19.93 +19.9% | 15 qtrs — |
| 83 | MENDON CAPITAL ADVISORS CORP | 465.0K +7.2K (+1.6%) | 11.11M +763.3K (+7.4%) | 0.09% +0.004 pp | 3.29% -0.678 pp | USD19.52 +22.4% | 9 qtrs — |
| 84 | QUBE RESEARCH & TECHNOLOGIES LTD | 455.4K -1.5M (-77.1%) | 10.88M -34.1M (-75.8%) | 0.09% -0.301 pp | 0.01% -0.035 pp | USD22.34 +7.0% | 3 qtrs — |
| 85 | RMB CAPITAL MANAGEMENT, LLC | 455.2K +3.2K (+0.7%) | 10.88M +658.4K (+6.4%) | 0.09% +0.003 pp | 0.19% +0.001 pp | USD15.20 +57.2% | 12 qtrs — |
| 86 | QSEMBLE CAPITAL MANAGEMENT, LP | 451.4K +339.5K (+303.3%) | 10.79M +8.3M (+326.3%) | 0.09% +0.070 pp | 0.89% +0.645 pp | USD23.58 +1.4% | 2 qtrs — |
| 87 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 449.9K +235.0K (+109.4%) | 10.75M +5.9M (+121.3%) | 0.09% +0.049 pp | 0.02% +0.009 pp | USD22.61 +5.7% | 3 qtrs — |
| 88 | OPPENHEIMER ASSET MANAGEMENT INC. | 423.7K +423.7K (+100.0%) | 10.13M +10.1M (+100.0%) | 0.09% +0.086 pp | 0.12% +0.125 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 89 | MERITAGE PORTFOLIO MANAGEMENT | 423.1K -19.2K (-4.3%) | 10.11M +111.6K (+1.1%) | 0.09% -0.001 pp | 0.67% +0.005 pp | USD15.12 +58.1% | 8 qtrs — |
| 90 | NATIXIS ADVISORS, L.P. | 418.7K -13.7K (-3.2%) | 10.01M +230.0K (+2.4%) | 0.09% 0.000 pp | 0.01% 0.000 pp | USD16.75 +42.7% | 27 qtrs — |
| 91 | PEAK6 LLC | 412.0K +412.0K (+100.0%) | 9.85M +9.8M (+100.0%) | 0.08% +0.084 pp | 0.02% +0.018 pp | USD23.90 +0.0% | 1 qtrs NEW |
| 92 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 406.7K +123.3K (+43.5%) | 9.72M +3.3M (+51.7%) | 0.08% +0.027 pp | 0.55% +0.184 pp | USD19.87 +20.3% | 20 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | BMO Equal Weight US Banks Index ETF ZBK.TO | 4.83% | 26.99M | 0.39% |
| 2 | WBI BullBear Yield 3000 ETF WBIG | 4.00% | 1.27M | 1.49% |
| 3 | Cullen Enhanced Equity Income ETF DIVP | 2.58% | 905.3K | 0.55% |
| 4 | Scharf ETF KAT | 2.05% | 15.58M | 0.75% |
| 5 | CresAlta Small and Mid-Cap ETF CVSM | 2.03% | 1.81M | 0.55% |
| 6 | iShares U.S. Regional Banks ETF IAT | 1.95% | 13.16M | 0.38% |
| 7 | iShares S&P U.S. Banks UCITS ETF BNKS.L | 1.87% | 20.39M | 0.35% |
| 8 | iShares S&P U.S. Banks UCITS ETF BNKT.AS | 1.87% | 223.9K | 0.35% |
| 9 | Cambria Value and Momentum ETF VAMO | 1.50% | 1.60M | 0.65% |
| 10 | BNY Mellon Enhanced Dividend and Income ETF BEDY | 1.39% | 2.42M | 0.50% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 17,628 | 23.90 | 421.3K | 658,235 | D | ↗ |
| 2026-05-12 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 14,175 | 23.90 | 338.8K | 391,859 | D | ↗ |
| 2026-05-12 | JORDAN D BRYAN | Director / Officer | F-InKind | D | Common Stock | 46,272 | 23.90 | 1.11M | 999,502 | D | ↗ |
| 2026-05-12 | Hung Thomas | Officer | F-InKind | D | Common Stock | 360 | 23.90 | 8.6K | 65,644 | D | ↗ |
| 2026-05-12 | Hart Tanya L | Officer | F-InKind | D | Common Stock | 2,448 | 23.90 | 58.5K | 59,810 | D | ↗ |
| 2026-05-12 | Fleming Jeff L. | Officer | F-InKind | D | Common Stock | 980 | 23.90 | 23.4K | 132,398 | D | ↗ |
| 2026-05-12 | Dmuchowski Hope | Officer | F-InKind | D | Common Stock | 9,814 | 23.90 | 234.6K | 180,351 | D | ↗ |
| 2026-05-12 | Argo Ashley W | Officer | F-InKind | D | Common Stock | 406 | 23.90 | 9.7K | 41,593 | D | ↗ |
| 2026-05-12 | ARDOIN ELIZABETH A | Officer | F-InKind | D | Common Stock | 9,879 | 23.90 | 236.1K | 336,110 | D | ↗ |
| 2026-05-05 | Stewart Cecelia D. | Director | A-Award | A | Common Stock | 5,913 | 0.00 | — | 88,772 | D | ↗ |
| 2026-05-05 | PALMER VICKI R | Director | A-Award | A | Common Stock | 5,913 | 0.00 | — | 118,771 | D | ↗ |
| 2026-05-05 | Mody Sital K | Director | A-Award | A | Common Stock | 5,913 | 0.00 | — | 9,273 | D | ↗ |
| 2026-05-05 | Maples Ricky E | Director | A-Award | A | Common Stock | 12,030 | 0.00 | — | 130,835 | D | ↗ |
| 2026-05-05 | MOEHN MICHAEL L | Director | A-Award | A | Common Stock | 5,913 | 0.00 | — | 10,714 | D | ↗ |
| 2026-05-05 | KEMP SR JAMES MICHAEL | Director | A-Award | A | Common Stock | 9,991 | 0.00 | — | 70,682 | D | ↗ |
| 2026-05-05 | Davidson Wendy P | Director | A-Award | A | Common Stock | 5,913 | 0.00 | — | 102,729 | D | ↗ |
| 2026-05-05 | DIETRICH JOHN W | Director | A-Award | A | Common Stock | 5,913 | 0.00 | — | 25,305 | D | ↗ |
| 2026-05-05 | Compton John C | Director | A-Award | A | Common Stock | 14,070 | 0.00 | — | 178,856 | D | ↗ |
| 2026-05-05 | Carboni Velia | Director | A-Award | A | Common Stock | 5,913 | 0.00 | — | 46,626 | D | ↗ |
| 2026-05-05 | Brown Jeffrey Jonathan | Director | A-Award | A | Common Stock | 12,030 | 0.00 | — | 32,427 | D | ↗ |
| 2026-05-01 | Restel Anthony J | Officer | J-Other | D | Depositary Shares | 50 | 25.00 | 1.3K | 0 | I | ↗ |
| 2026-04-27 | Restel Anthony J | Officer | A-Award | A | Common Stock | 38,793 | 0.00 | — | 675,863 | D | ↗ |
| 2026-04-27 | LoCascio Tammy | Officer | A-Award | A | Common Stock | 36,022 | 0.00 | — | 406,034 | D | ↗ |
| 2026-04-27 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 117,590 | 0.00 | — | 1,045,774 | D | ↗ |
| 2026-04-27 | Hart Tanya L | Officer | A-Award | A | Common Stock | 12,469 | 0.00 | — | 67,165 | D | ↗ |
| 2026-04-27 | Dmuchowski Hope | Officer | A-Award | A | Common Stock | 24,939 | 0.00 | — | 190,165 | D | ↗ |
| 2026-04-27 | ARDOIN ELIZABETH A | Officer | A-Award | A | Common Stock | 23,276 | 0.00 | — | 345,989 | D | ↗ |
| 2026-03-02 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 10,332 | 24.16 | 249.6K | 637,070 | D | ↗ |
| 2026-03-02 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 8,308 | 24.16 | 200.7K | 370,012 | D | ↗ |
| 2026-03-02 | JORDAN D BRYAN | Director / Officer | F-InKind | D | Common Stock | 27,119 | 24.16 | 655.2K | 928,053 | D | ↗ |
| 2026-03-02 | Hart Tanya L | Officer | F-InKind | D | Common Stock | 2,876 | 24.16 | 69.5K | 54,696 | D | ↗ |
| 2026-03-02 | Dmuchowski Hope | Officer | F-InKind | D | Common Stock | 5,752 | 24.16 | 139.0K | 165,226 | D | ↗ |
| 2026-03-02 | ARDOIN ELIZABETH A | Officer | F-InKind | D | Common Stock | 5,790 | 24.16 | 139.9K | 322,713 | D | ↗ |
| 2026-02-11 | Wiseman Thomas Lang | Officer | A-Award | A | Common Stock | 11,017 | 0.00 | — | 20,303 | D | ↗ |
| 2026-02-11 | Restel Anthony J | Officer | A-Award | A | Common Stock | 27,944 | 0.00 | — | 647,402 | D | ↗ |
| 2026-02-11 | LoCascio Tammy | Officer | A-Award | A | Common Stock | 27,944 | 0.00 | — | 378,320 | D | ↗ |
| 2026-02-11 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 102,009 | 0.00 | — | 955,172 | D | ↗ |
| 2026-02-11 | Hung Thomas | Officer | A-Award | A | Common Stock | 12,740 | 0.00 | — | 66,412 | D | ↗ |
| 2026-02-11 | Hart Tanya L | Officer | A-Award | A | Common Stock | 10,616 | 0.00 | — | 57,572 | D | ↗ |
| 2026-02-11 | Fleming Jeff L. | Officer | A-Award | A | Common Stock | 4,752 | 0.00 | — | 133,378 | D | ↗ |
| 2026-02-11 | Dmuchowski Hope | Officer | A-Award | A | Common Stock | 27,043 | 0.00 | — | 170,978 | D | ↗ |
| 2026-02-11 | Argo Ashley W | Officer | A-Award | A | Common Stock | 8,012 | 0.00 | — | 42,455 | D | ↗ |
| 2026-02-11 | ARDOIN ELIZABETH A | Officer | A-Award | A | Common Stock | 4,647 | 0.00 | — | 328,503 | D | ↗ |
| 2026-01-29 | Restel Anthony J | Officer | M-Exempt | D | Stock Options (Right to Buy) | 1,939 | 16.01 | 31.0K | 0 | D | ↗ |
| 2026-01-29 | JORDAN D BRYAN | Director / Officer | S-Sale | D | Common Stock | 4,577 | 24.19 | 110.7K | 859,615 | D | ↗ |
| 2025-12-22 | JORDAN D BRYAN | Director / Officer | G-Gift | D | Common Stock | 42,000 | 0.00 | — | 821,406 | D | ↗ |
| 2025-12-05 | Dmuchowski Hope | Officer | F-InKind | D | Common Stock | 2,964 | 22.76 | 67.5K | 143,935 | D | ↗ |
| 2025-11-12 | Fleming Jeff L. | Officer | M-Exempt | D | Stock Options (Right to Buy) | 9,765 | 15.43 | 150.7K | 0 | D | ↗ |
| 2025-11-04 | POPWELL DAVID T | Officer | S-Sale | D | Common Stock | 155,149 | 21.31 | 3.31M | 307,432 | D | ↗ |
| 2025-11-03 | Mody Sital K | Director | A-Award | A | Common Stock | 3,360 | 0.00 | — | 3,360 | D | ↗ |
| 2025-10-27 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 9,027 | 20.99 | 189.5K | 616,995 | D | ↗ |
| 2025-10-27 | Mody Sital K | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-10-27 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 3,909 | 20.99 | 82.0K | 350,376 | D | ↗ |
| 2025-08-22 | POPWELL DAVID T | Officer | S-Sale | D | Common Stock | 100,000 | 22.50 | 2.25M | 462,581 | D | ↗ |
| 2025-08-22 | MOEHN MICHAEL L | Director | A-Award | A | Common Stock | 4,801 | 0.00 | — | 4,801 | D | ↗ |
| 2025-08-20 | MOEHN MICHAEL L | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-07-31 | JORDAN D BRYAN | Director / Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 1,233,721 | D | ↗ |
| 2025-07-22 | POPWELL DAVID T | Officer | S-Sale | D | Common Stock | 3,396 | 22.21 | 75.4K | 550,011 | D | ↗ |
| 2025-07-18 | LoCascio Tammy | Officer | S-Sale | D | Common Stock | 3,179 | 22.25 | 70.7K | 344,172 | D | ↗ |
| 2025-05-12 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 27,009 | 20.06 | 541.8K | 626,022 | D | ↗ |
| 2025-05-12 | POPWELL DAVID T | Officer | F-InKind | D | Common Stock | 23,436 | 20.06 | 470.1K | 550,011 | D | ↗ |
| 2025-05-12 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 21,762 | 20.06 | 436.5K | 348,650 | D | ↗ |
| 2025-05-12 | JORDAN D BRYAN | Director / Officer | F-InKind | D | Common Stock | 71,037 | 20.06 | 1.43M | 1,234,598 | D | ↗ |
| 2025-05-12 | Hung Thomas | Officer | F-InKind | D | Common Stock | 408 | 20.06 | 8.2K | 53,672 | D | ↗ |
| 2025-05-12 | Hart Tanya L | Officer | F-InKind | D | Common Stock | 2,447 | 20.06 | 49.1K | 46,956 | D | ↗ |
| 2025-05-12 | Fleming Jeff L. | Officer | F-InKind | D | Common Stock | 979 | 20.06 | 19.6K | 124,031 | D | ↗ |
| 2025-05-12 | Dmuchowski Hope | Officer | F-InKind | D | Common Stock | 15,066 | 20.06 | 302.2K | 146,899 | D | ↗ |
| 2025-05-12 | Argo Ashley W | Officer | F-InKind | D | Common Stock | 599 | 20.06 | 12.0K | 34,066 | D | ↗ |
| 2025-05-12 | ARDOIN ELIZABETH A | Officer | F-InKind | D | Common Stock | 15,133 | 20.06 | 303.6K | 323,856 | D | ↗ |
| 2025-05-06 | TAYLOR R EUGENE | Director | A-Award | A | Common Stock | 7,794 | 0.00 | — | 622,609 | D | ↗ |
| 2025-05-06 | Stewart Cecelia D. | Director | A-Award | A | Common Stock | 7,794 | 0.00 | — | 82,859 | D | ↗ |
| 2025-05-06 | REED COLIN V | Director | A-Award | A | Common Stock | 10,369 | 0.00 | — | 216,271 | D | ↗ |
| 2025-05-06 | PALMER VICKI R | Director | A-Award | A | Common Stock | 7,794 | 0.00 | — | 112,858 | D | ↗ |
| 2025-05-06 | Maples Ricky E | Director | A-Award | A | Common Stock | 15,588 | 0.00 | — | 118,805 | D | ↗ |
| 2025-05-06 | KEMP SR JAMES MICHAEL | Director | A-Award | A | Common Stock | 9,534 | 0.00 | — | 60,691 | D | ↗ |
| 2025-05-06 | Davidson Wendy P | Director | A-Award | A | Common Stock | 14,196 | 0.00 | — | 96,816 | D | ↗ |
| 2025-05-06 | DIETRICH JOHN W | Director | A-Award | A | Common Stock | 7,794 | 0.00 | — | 19,392 | D | ↗ |
| 2025-05-06 | Compton John C | Director | A-Award | A | Common Stock | 15,588 | 0.00 | — | 164,786 | D | ↗ |
| 2025-05-06 | Carboni Velia | Director | A-Award | A | Common Stock | 14,196 | 0.00 | — | 40,713 | D | ↗ |
| 2025-05-06 | Brown Jeffrey Jonathan | Director | A-Award | A | Common Stock | 12,916 | 0.00 | — | 20,397 | D | ↗ |
| 2025-04-28 | Restel Anthony J | Officer | A-Award | A | Common Stock | 59,556 | 0.00 | — | 653,031 | D | ↗ |
| 2025-04-28 | POPWELL DAVID T | Officer | A-Award | A | Common Stock | 59,556 | 0.00 | — | 593,158 | D | ↗ |
| 2025-04-28 | LoCascio Tammy | Officer | A-Award | A | Common Stock | 55,302 | 0.00 | — | 377,209 | D | ↗ |
| 2025-04-28 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 180,525 | 0.00 | — | 1,378,457 | D | ↗ |
| 2025-04-28 | Dmuchowski Hope | Officer | A-Award | A | Common Stock | 38,286 | 0.00 | — | 161,965 | D | ↗ |
| 2025-04-28 | ARDOIN ELIZABETH A | Officer | A-Award | A | Common Stock | 35,733 | 0.00 | — | 338,989 | D | ↗ |
| 2025-03-31 | JORDAN D BRYAN | Director / Officer | G-Gift | D | Common Stock | 725,848 | 0.00 | — | 1,197,797 | D | ↗ |
| 2025-03-03 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 14,039 | 20.91 | 293.6K | 593,475 | D | ↗ |
| 2025-03-03 | POPWELL DAVID T | Officer | F-InKind | D | Common Stock | 12,182 | 20.91 | 254.7K | 533,602 | D | ↗ |
| 2025-03-03 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 11,312 | 20.91 | 236.5K | 321,907 | D | ↗ |
| 2025-03-03 | JORDAN D BRYAN | Director / Officer | F-InKind | D | Common Stock | 36,924 | 20.91 | 772.1K | 1,923,645 | D | ↗ |
| 2025-03-03 | Dmuchowski Hope | Officer | F-InKind | D | Common Stock | 7,831 | 20.91 | 163.7K | 123,679 | D | ↗ |
| 2025-03-03 | ARDOIN ELIZABETH A | Officer | F-InKind | D | Common Stock | 7,866 | 20.91 | 164.5K | 303,256 | D | ↗ |
| 2025-02-11 | Wiseman Thomas Lang | Officer | A-Award | A | Common Stock | 8,916 | 0.00 | — | 9,286 | D | ↗ |
| 2025-02-11 | Restel Anthony J | Officer | A-Award | A | Common Stock | 30,093 | 0.00 | — | 607,514 | D | ↗ |
| 2025-02-11 | POPWELL DAVID T | Officer | A-Award | A | Common Stock | 25,858 | 0.00 | — | 545,784 | D | ↗ |
| 2025-02-11 | LoCascio Tammy | Officer | A-Award | A | Common Stock | 30,093 | 0.00 | — | 333,219 | D | ↗ |
| 2025-02-11 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 99,188 | 0.00 | — | 1,960,569 | D | ↗ |
| 2025-02-11 | Hung Thomas | Officer | A-Award | A | Common Stock | 11,502 | 0.00 | — | 54,419 | D | ↗ |
| 2025-02-11 | Hart Tanya L | Officer | A-Award | A | Common Stock | 9,094 | 0.00 | — | 49,940 | D | ↗ |
| 2025-02-11 | Fleming Jeff L. | Officer | A-Award | A | Common Stock | 4,681 | 0.00 | — | 129,380 | D | ↗ |
| 2025-02-11 | Dmuchowski Hope | Officer | A-Award | A | Common Stock | 28,087 | 0.00 | — | 131,510 | D | ↗ |
| 2025-02-11 | Argo Ashley W | Officer | A-Award | A | Common Stock | 6,687 | 0.00 | — | 34,907 | D | ↗ |
| 2025-02-11 | ARDOIN ELIZABETH A | Officer | A-Award | A | Common Stock | 15,381 | 0.00 | — | 311,122 | D | ↗ |
| 2025-01-31 | Brown Jeffrey Jonathan | Director | A-Award | A | Common Stock | 2,681 | 0.00 | — | 7,481 | D | ↗ |
| 2025-01-27 | Brown Jeffrey Jonathan | Director | — | — | Common Stock | 0 | 0.00 | — | 4,800 | D | ↗ |
| 2025-01-22 | JORDAN D BRYAN | Director / Officer | S-Sale | D | Common Stock | 200 | 21.15 | 4.2K | 1,866,777 | D | ↗ |
| 2025-01-01 | Wiseman Thomas Lang | Officer | — | — | Common Stock | 0 | 0.00 | — | 370 | D | ↗ |
| 2025-01-01 | Argo Ashley W | Officer | — | — | Common Stock | 0 | 0.00 | — | 11,373 | I | ↗ |
| 2024-12-05 | Dmuchowski Hope | Officer | F-InKind | D | Common Stock | 2,964 | 20.60 | 61.1K | 103,423 | D | ↗ |
| 2024-11-27 | JORDAN D BRYAN | Director / Officer | G-Gift | D | Common Stock | 75,000 | 0.00 | — | 1,850,848 | D | ↗ |
| 2024-11-22 | Fleming Jeff L. | Officer | M-Exempt | A | Common Stock | 8,025 | 18.69 | 150.0K | 132,724 | D | ↗ |
| 2024-11-12 | BARTON HARRY V JR | Director | S-Sale | D | Common Stock | 9,600 | 19.92 | 191.2K | 167,240 | D | ↗ |
| 2024-11-07 | POPWELL DAVID T | Officer | S-Sale | D | Common Stock | 140 | 19.76 | 2.8K | 584,920 | D | ↗ |
| 2024-10-28 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 9,257 | 17.38 | 160.9K | 577,421 | D | ↗ |
| 2024-10-28 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 3,909 | 17.38 | 67.9K | 303,126 | D | ↗ |
| 2024-10-28 | Hart Tanya L | Officer | — | — | Common Stock | 0 | 0.00 | — | 40,846 | D | ↗ |
| 2024-10-01 | Hung Thomas | Officer | — | — | Common Stock | 0 | 0.00 | — | 42,917 | D | ↗ |
| 2024-08-13 | JORDAN D BRYAN | Director / Officer | G-Gift | D | Common Stock | 50,000 | 0.00 | — | 1,925,685 | — | ↗ |
| 2024-05-13 | Springfield Susan L | Officer | F-InKind | D | Common Stock | 21,418 | 15.79 | 338.2K | 340,175 | — | ↗ |
| 2024-05-13 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 34,738 | 15.79 | 548.5K | 586,678 | — | ↗ |
| 2024-05-13 | POPWELL DAVID T | Officer | F-InKind | D | Common Stock | 30,420 | 15.79 | 480.3K | 620,900 | — | ↗ |
| 2024-05-13 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 20,487 | 15.79 | 323.5K | 307,035 | — | ↗ |
| 2024-05-13 | JORDAN D BRYAN | Director / Officer | F-InKind | D | Common Stock | 102,310 | 15.79 | 1.62M | 1,975,523 | — | ↗ |
| 2024-05-13 | Fleming Jeff L. | Officer | F-InKind | D | Common Stock | 3,686 | 15.79 | 58.2K | 129,169 | — | ↗ |
| 2024-05-13 | ARDOIN ELIZABETH A | Officer | F-InKind | D | Common Stock | 22,521 | 15.79 | 355.6K | 295,741 | — | ↗ |
| 2024-05-13 | AKINS TERRY LAWSON | Officer | F-InKind | D | Common Stock | 24,406 | 15.79 | 385.4K | 184,985 | — | ↗ |
| 2024-04-29 | TAYLOR R EUGENE | Director | A-Award | A | Common Stock | 9,414 | 0.00 | — | 614,815 | — | ↗ |
| 2024-04-29 | Sugranes Rosa | Director | A-Award | A | Common Stock | 9,414 | 0.00 | — | 56,503 | — | ↗ |
| 2024-04-29 | Stewart Cecelia D. | Director | A-Award | A | Common Stock | 9,414 | 0.00 | — | 75,065 | — | ↗ |
| 2024-04-29 | REED COLIN V | Director | A-Award | A | Common Stock | 12,525 | 0.00 | — | 203,162 | — | ↗ |
| 2024-04-29 | PALMER VICKI R | Director | A-Award | A | Common Stock | 9,414 | 0.00 | — | 105,064 | — | ↗ |
| 2024-04-29 | Maples Ricky E | Director | A-Award | A | Common Stock | 18,829 | 0.00 | — | 103,217 | — | ↗ |
| 2024-04-29 | KEMP SR JAMES MICHAEL | Director | A-Award | A | Common Stock | 11,516 | 0.00 | — | 51,157 | — | ↗ |
| 2024-04-29 | Davidson Wendy P | Director | A-Award | A | Common Stock | 17,148 | 0.00 | — | 82,620 | — | ↗ |
| 2024-04-29 | DIETRICH JOHN W | Director | A-Award | A | Common Stock | 9,414 | 0.00 | — | 11,598 | — | ↗ |
| 2024-04-29 | Compton John C | Director | A-Award | A | Common Stock | 18,829 | 0.00 | — | 149,198 | — | ↗ |
| 2024-04-29 | Carboni Velia | Director | A-Award | A | Common Stock | 17,148 | 0.00 | — | 26,517 | — | ↗ |
| 2024-04-29 | BARTON HARRY V JR | Director | A-Award | A | Common Stock | 9,414 | 0.00 | — | 176,840 | — | ↗ |
| 2024-04-22 | Springfield Susan L | Officer | A-Award | A | Common Stock | 54,429 | 0.00 | — | 372,602 | — | ↗ |
| 2024-04-22 | Restel Anthony J | Officer | A-Award | A | Common Stock | 74,544 | 0.00 | — | 621,416 | — | ↗ |
| 2024-04-22 | POPWELL DAVID T | Officer | A-Award | A | Common Stock | 77,305 | 0.00 | — | 670,159 | — | ↗ |
| 2024-04-22 | LoCascio Tammy | Officer | A-Award | A | Common Stock | 52,062 | 0.00 | — | 333,088 | — | ↗ |
| 2024-04-22 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 260,000 | 0.00 | — | 2,143,892 | — | ↗ |
| 2024-04-22 | Fleming Jeff L. | Officer | A-Award | A | Common Stock | 11,359 | 0.00 | — | 132,855 | — | ↗ |
| 2024-04-22 | ARDOIN ELIZABETH A | Officer | A-Award | A | Common Stock | 52,062 | 0.00 | — | 318,262 | — | ↗ |
| 2024-04-22 | AKINS TERRY LAWSON | Officer | A-Award | A | Common Stock | 54,429 | 0.00 | — | 209,391 | — | ↗ |
| 2024-03-04 | Springfield Susan L | Officer | F-InKind | D | Common Stock | 8,787 | 14.33 | 125.9K | 318,173 | — | ↗ |
| 2024-03-04 | Restel Anthony J | Officer | F-InKind | D | Common Stock | 14,252 | 14.33 | 204.2K | 546,872 | — | ↗ |
| 2024-03-04 | POPWELL DAVID T | Officer | F-InKind | D | Common Stock | 12,480 | 14.33 | 178.8K | 592,854 | — | ↗ |
| 2024-03-04 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 8,405 | 14.33 | 120.4K | 281,026 | — | ↗ |
| 2024-03-04 | JORDAN D BRYAN | Director / Officer | F-InKind | D | Common Stock | 41,974 | 14.33 | 601.5K | 1,883,725 | — | ↗ |
| 2024-03-04 | Fleming Jeff L. | Officer | F-InKind | D | Common Stock | 1,827 | 14.33 | 26.2K | 121,496 | — | ↗ |
| 2024-03-04 | ARDOIN ELIZABETH A | Officer | F-InKind | D | Common Stock | 7,391 | 14.33 | 105.9K | 266,200 | — | ↗ |
| 2024-03-04 | AKINS TERRY LAWSON | Officer | F-InKind | D | Common Stock | 6,383 | 14.33 | 91.5K | 164,975 | — | ↗ |
| 2024-02-12 | Springfield Susan L | Officer | A-Award | A | Common Stock | 30,116 | 0.00 | — | 332,562 | — | ↗ |
| 2024-02-12 | Restel Anthony J | Officer | A-Award | A | Common Stock | 39,699 | 0.00 | — | 515,529 | — | ↗ |
| 2024-02-12 | POPWELL DAVID T | Officer | A-Award | A | Common Stock | 39,699 | 0.00 | — | 613,357 | — | ↗ |
| 2024-02-12 | LoCascio Tammy | Officer | A-Award | A | Common Stock | 39,699 | 0.00 | — | 240,032 | — | ↗ |
| 2024-02-12 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 147,844 | 0.00 | — | 1,943,407 | — | ↗ |
| 2024-02-12 | Fleming Jeff L. | Officer | A-Award | A | Common Stock | 6,553 | 0.00 | — | 123,323 | — | ↗ |
| 2024-02-12 | Dmuchowski Hope | Officer | A-Award | A | Common Stock | 35,592 | 0.00 | — | 92,698 | — | ↗ |
| 2024-02-12 | ARDOIN ELIZABETH A | Officer | A-Award | A | Common Stock | 23,408 | 0.00 | — | 278,303 | — | ↗ |
| 2024-02-12 | AKINS TERRY LAWSON | Officer | A-Award | A | Common Stock | 25,667 | 0.00 | — | 171,358 | — | ↗ |
| 2024-01-31 | DIETRICH JOHN W | Director | A-Award | A | Common Stock | 2,184 | 0.00 | — | 2,184 | — | ↗ |
| 2024-01-22 | DIETRICH JOHN W | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-11-29 | JORDAN D BRYAN | Director / Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 1,796,389 | — | ↗ |
| 2023-10-27 | Carboni Velia | Director | A-Award | A | Common Stock | 9,369 | 0.00 | — | 9,369 | — | ↗ |
| 2023-10-23 | Carboni Velia | Director | — | D | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-03 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 149,142 | 0.00 | — | 1,797,167 | — | ↗ |
| 2023-07-03 | Fleming Jeff L. | Officer | F-InKind | D | Common Stock | 646 | 11.50 | 7.4K | 116,770 | — | ↗ |
| 2023-06-07 | FENSTERMAKER WILLIAM H | Director | P-Purchase | A | Common Stock | 410 | 11.62 | 4.8K | 251,222 | — | ↗ |
| 2023-05-19 | PALMER VICKI R | Director | P-Purchase | A | Common Stock | 2,000 | 11.02 | 22.0K | 95,650 | — | ↗ |
| 2023-05-12 | Springfield Susan L | Officer | F-InKind | D | Common Stock | 7,183 | 9.67 | 69.5K | 309,200 | — | ↗ |
| 2023-05-12 | POPWELL DAVID T | Officer | F-InKind | D | Common Stock | 12,570 | 9.67 | 121.6K | 585,477 | — | ↗ |
| 2023-05-12 | LoCascio Tammy | Officer | F-InKind | D | Common Stock | 3,428 | 9.67 | 33.1K | 203,556 | — | ↗ |
| 2023-05-12 | JORDAN D BRYAN | Director / Officer | F-InKind | D | Common Stock | 36,729 | 9.67 | 355.2K | 1,682,349 | D | ↗ |
| 2023-05-12 | Fleming Jeff L. | Officer | F-InKind | D | Common Stock | 2,449 | 9.67 | 23.7K | 119,719 | — | ↗ |
| 2023-05-12 | FENSTERMAKER WILLIAM H | Director | P-Purchase | A | Common Stock | 2,500 | 9.56 | 23.9K | 245,862 | — | ↗ |
| 2023-05-10 | Sugranes Rosa | Director | P-Purchase | A | Common Stock | 1,948 | 10.22 | 19.9K | 47,089 | — | ↗ |
| 2023-05-04 | REED COLIN V | Director | P-Purchase | A | Common Stock | 25,138 | 9.96 | 250.4K | 187,027 | — | ↗ |
| 2023-05-04 | Davidson Wendy P | Director | P-Purchase | A | Common Stock | 5,000 | 10.18 | 50.9K | 65,472 | — | ↗ |
| 2023-05-02 | TAYLOR R EUGENE | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 605,401 | — | ↗ |
| 2023-05-02 | Sugranes Rosa | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 45,141 | — | ↗ |
| 2023-05-02 | Stewart Cecelia D. | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 65,651 | — | ↗ |
| 2023-05-02 | SHEA E STEWART III | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 111,055 | — | ↗ |
| 2023-05-02 | REED COLIN V | Director | A-Award | A | Common Stock | 8,950 | 0.00 | — | 161,889 | — | ↗ |
| 2023-05-02 | PALMER VICKI R | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 93,650 | — | ↗ |
| 2023-05-02 | Maples Ricky E | Director | A-Award | A | Common Stock | 13,226 | 0.00 | — | 84,388 | — | ↗ |
| 2023-05-02 | KEMP SR JAMES MICHAEL | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 39,641 | — | ↗ |
| 2023-05-02 | FENSTERMAKER WILLIAM H | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 243,362 | — | ↗ |
| 2023-05-02 | Davidson Wendy P | Director | A-Award | A | Common Stock | 12,086 | 0.00 | — | 55,472 | — | ↗ |
| 2023-05-02 | Compton John C | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 130,369 | — | ↗ |
| 2023-05-02 | CASBON JOHN N | Director | A-Award | A | Common Stock | 6,955 | 0.00 | — | 113,548 | — | ↗ |
| 2023-05-02 | BARTON HARRY V JR | Director | A-Award | A | Common Stock | 12,086 | 0.00 | — | 167,426 | — | ↗ |
| 2023-04-24 | Springfield Susan L | Officer | A-Award | A | Common Stock | 30,309 | 0.00 | — | 316,383 | — | ↗ |
| 2023-04-24 | POPWELL DAVID T | Officer | A-Award | A | Common Stock | 53,271 | 0.00 | — | 598,047 | — | ↗ |
| 2023-04-24 | LoCascio Tammy | Officer | A-Award | A | Common Stock | 18,369 | 0.00 | — | 206,984 | — | ↗ |
| 2023-04-24 | JORDAN D BRYAN | Director / Officer | A-Award | A | Common Stock | 155,238 | 0.00 | — | 1,780,165 | — | ↗ |
| 2023-04-24 | Fleming Jeff L. | Officer | A-Award | A | Common Stock | 11,809 | 0.00 | — | 122,168 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2011 | M.E. Kisber President-FTN Financial | 600.0K | — | 1.79M | 1.06M | 3.03M | 171.1K | 6.64M | 42.79% | ↗ |
| 2 | 2011 | C.G. Burkett President–Banking | 742.7K | — | 826.2K | 626.1K | 600.0K | 3.25M | 6.05M | 24.02% | ↗ |
| 3 | 2011 | D.B. Jordan President & CEO | 800.0K | — | 1.18M | 1.02M | 864.0K | 233.6K | 4.10M | 53.74% | ↗ |
| 4 | 2011 | C.T. Tuggle EVP & General Counsel | 475.0K | — | 943.1K | 300.4K | 300.0K | 370.2K | 2.39M | 52.06% | ↗ |
| 5 | 2011 | D.T. Popwell EVP–Regional Banking | 438.5K | — | 756.2K | 218.4K | 330.0K | 133.3K | 1.88M | 51.94% | ↗ |
| 6 | 2011 | W.C. Losch EVP & CFO | 400.0K | — | 873.4K | 253.2K | 252.0K | 26.3K | 1.80M | 62.42% | ↗ |
| 7 | 2010 | D.B. Jordan President & CEO | 2.27M | — | 1.13M | — | — | 173.3K | 3.57M | 31.72% | ↗ |
| 8 | 2010 | C.G. Burkett President–Banking | 1.73M | — | 866.4K | — | — | 882.1K | 3.48M | 24.89% | ↗ |
| 9 | 2010 | C.T. Tuggle EVP & General Counsel | 950.0K | — | 475.0K | — | — | 271.9K | 1.70M | 27.99% | ↗ |
| 10 | 2010 | W.C. Losch EVP & CFO | 800.0K | — | 400.0K | — | — | 24.6K | 1.22M | 32.66% | ↗ |
| 11 | 2009 | D.B. Jordan President & CEO | 830.8K | — | 3.79M | — | 339.0K | 141.5K | 5.10M | 74.28% | ↗ |
| 12 | 2009 | C.G. Burkett President–Banking | 756.0K | — | 724.9K | — | 246.8K | 918.4K | 2.65M | 27.40% | ↗ |
| 13 | 2009 | W.C. Losch EVP & CFO | 400.0K | 350.0K | 533.9K | — | 101.7K | 39.7K | 1.43M | 37.46% | ↗ |
| 14 | 2009 | C.T. Tuggle EVP & General Counsel | 493.3K | — | 498.6K | — | 120.8K | 208.5K | 1.32M | 37.74% | ↗ |
| 15 | 2006 | Pres–Mortgage J.L. Hughes Financial (retired) | 632.2K | — | 445.7K | 184.0K | 3.37M | 1.22M | 5.85M | 10.76% | ↗ |
| 16 | 2006 | J.K. Glass Chr of Bd, Pres & CEO | 939.7K | — | 299.2K | 986.1K | — | 843.4K | 3.07M | 41.89% | ↗ |
| 17 | 2006 | Pres–FTN L. Martin COO–First Tenn. | 275.9K | — | 351.8K | 124.8K | — | 2.04M | 2.80M | 17.04% | ↗ |
| 18 | 2006 | C.G. Burkett | 673.7K | — | — | 98.4K | 564.0K | 476.6K | 1.63M | 6.04% | ↗ |
| 19 | 2006 | G.L. Baker COO | 698.2K | — | 101.3K | 162.2K | — | 334.7K | 1.30M | 20.33% | ↗ |
| 20 | 2006 | Pres—TN P.F. Makowiecki Banking | 447.3K | — | 149.8K | 38.1K | — | 55.9K | 691.1K | 27.18% | ↗ |
| 21 | 2006 | M.L. Mosby EVP & CFO | 338.5K | — | — | 43.3K | — | 67.9K | 348.4K | 12.44% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| D. Bryan Jordan | Chairman, President & Chief Executive Officer | 4M | male |
| Tammy S. LoCascio | Senior EVP & COO | 2M | female |
| Anthony J. Restel | Senior Executive Vice President & Chief Banking Officer | 2M | male |
| Hope Dmuchowski | Senior EVP & CFO | 2M | female |
| Mohan Sankararaman | Executive Vice President & Chief Information Officer | — | male |
| T. Lang Wiseman | Senior Executive Vice President & General Counsel | — | male |
| Tyler Craft | Head of Investor Relations | — | male |
| Elizabeth A. Ardoin | Senior EVP & Chief of Communications Officer | — | female |
| Erin Pryor | Senior Executive Vice President and Chief Marketing & Experience Officer | — | female |
| Jeff L. Fleming | Executive Vice President, Chief Accounting Officer & Corporate Controller | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-05 | 2026-04-09 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-26 | 2023-06-26 | Steve Cohen | TN09 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2023-05-25 | 2023-06-06 | Zoe Lofgren | CA18 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-12-12 | 2023-01-20 | Christopher L. Jacobs | NY27 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2022-07-27 | 2022-08-02 | Steve Cohen | TN09 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2022-07-18 | 2022-09-09 | Christopher L. Jacobs | NY27 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2021-09-30 | 2021-10-07 | Zoe Lofgren | CA19 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-05-11 | 2020-06-18 | Steve Cohen | TN09 | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-05-07 | 2020-05-22 | Steve Cohen | TN09 | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-04-17 | 2020-05-22 | Steve Cohen | TN09 | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-03-26 | 2020-04-22 | Steve Cohen | TN09 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2020-01-06 | 2020-02-25 | Susie Lee | NV03 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for FHN
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.

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