Comfort Systems USA, Inc. (FIX)
Houston, TX, US
Comfort Systems USA, Inc., together with its subsidiaries, provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States. The company operates through two segments: Mechanical and Electrical. It offers heating, ventilation, and air conditioning systems, as well as plumbing, electrical, piping and controls, off-site construction, monitoring, and fire protection. The company is also involved in the design, engineering, integration, installation, and start-up of mechanical, electrical, and plumbing (MEP) and related systems in new buildings; and renovation, expansion, maintenance, monitoring, repair, and replacement of systems in existing buildings. In addition, it provides remote monitoring of power usage, temperature, pressure, humidity and air flow for MEP and other building systems. The company serves building owners and developers, general contractors, architects, consulting engineers, and property managers in the commercial, industrial, and institutional markets. Comfort Systems USA, Inc. was founded in 1917 and is headquartered in Houston, Texas.
4 articles
- Can Modular Expansion Strengthen Comfort Systems' Growth Prospects? Zacks Investment Research
- Goldman Sachs Just Made 4 Bold Calls: 2 Sells, 1 Buy, and a $2,159 Price Target On This Popular Stock 24/7 Wall Street
- Argan vs. Comfort Systems USA: Which AI Infrastructure Stock Is the Better Buy? Fool - Investing News
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2025-12-22 | — | 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.39% | -2.56% | -0.60% | +27.98% | +87.25% | +96.00% | +282.51% | +1,108.72% | +2,064.06% | +5,616.50% | +11,333.00% |
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 | 0 | 0 |
| Buy | 7 | +1 |
| Hold | 1 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
2,200.00
+24.4%
|
| Last Quarter | 5 |
2,003.20
+13.3%
|
| Last Year | 13 |
1,550.15
-12.4%
|
| All Time | 15 |
1,416.80
-19.9%
|
-
Revenue growth Engineering & Construction: +6.7%+29.5% ★ Q1'26: +56.5% (vs Q1'25)
-
EPS growth Engineering & Construction: +20.8%+97.8% ★ Q1'26: +121.3% (vs Q1'25)
-
FCF margin FCF growth · Engineering & Construction: +51.6%+10.5% Q1'26: +8.4% (vs Q1'25)
-
EBIT margin Engineering & Construction: +7.0%+14.3% ★ Q1'26: +16.9% (vs Q1'25)
-
ROIC Engineering & Construction: +6.4%+45.7% ★ Q1'26: +71.6% (vs Q1'25)
-
Share dilution Engineering & Construction: +0.0%-1.0% ★ Q1'26: -1.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Engineering & Construction: -0.38×0.54× Q1'26: 0.18× (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 1998 actual |
Dec 1999 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 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 6 Rev. Ana. 5 EPS Ana. |
Dec 2027 5 Rev. Ana. 5 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
854.00M
est: 810.85M (+5.3%)
|
1.37B
est: 1.44B (-4.6%)
|
892.55M
est: 1.06B (-15.4%)
|
1.06B
est: 1.00B (+5.3%)
|
1.11B
est: 1.26B (-11.8%)
|
1.33B
est: 1.16B (+14.4%)
|
1.24B
est: 1.22B (+1.7%)
|
1.33B
est: 1.32B (+1.1%)
|
1.36B
est: 982.98M (+38.1%)
|
1.41B
est: 3.53B (-60.0%)
|
1.58B
est: 1.58B (-0.1%)
|
1.63B
est: 1.65B (-1.2%)
|
1.79B
est: 1.77B (+0.8%)
|
2.18B
est: 2.16B (+1.2%)
|
2.62B
est: 2.60B (+0.7%)
|
2.86B
est: 2.85B (+0.2%)
|
3.07B
est: 3.02B (+1.6%)
|
4.14B
est: 4.11B (+0.9%)
|
5.21B
est: 5.57B (-6.5%)
|
7.03B
est: 6.93B (+1.4%)
|
9.10B
est: 8.79B (+3.5%)
|
11.90B
11.72B – 11.99B
+35.4% YoY
|
14.02B
12.60B – 15.35B
+17.8% YoY
|
16.12B
15.50B – 16.74B
+15.0% YoY
|
| EBITDA |
83.00M
est: 76.77M (+8.1%)
|
116.20M
est: 109.61M (+6.0%)
|
6.18M
est: 16.30M (-62.1%)
|
49.89M
est: 49.11M (+1.6%)
|
56.83M
est: 60.45M (-6.0%)
|
94.75M
est: 80.92M (+17.1%)
|
-16.85M
est: -9.66M (-74.4%)
|
43.76M
est: 38.87M (+12.6%)
|
65.73M
est: 87.30M (-24.7%)
|
62.39M
est: 61.62M (+1.3%)
|
112.80M
est: 74.13M (+52.2%)
|
128.55M
est: 115.93M (+10.9%)
|
140.62M
est: 151.29M (-7.1%)
|
194.22M
est: 172.39M (+12.7%)
|
211.73M
est: 199.47M (+6.1%)
|
259.18M
est: 162.00M (+60.0%)
|
264.20M
est: 232.79M (+13.5%)
|
329.30M
est: 259.51M (+26.9%)
|
478.63M
est: 1.34B (-64.4%)
|
817.10M
est: 1.67B (-51.1%)
|
1.44B
est: 2.12B (-31.9%)
|
2.87B
2.83B – 2.89B
+35.4% YoY
|
3.38B
3.04B – 3.70B
+17.8% YoY
|
3.89B
3.74B – 4.04B
+15.0% YoY
|
| EBIT |
69.00M
est: 72.03M (-4.2%)
|
93.10M
est: 96.19M (-3.2%)
|
1.07M
est: 2.02M (-47.3%)
|
44.52M
est: 41.30M (+7.8%)
|
49.87M
est: 49.59M (+0.6%)
|
82.05M
est: 67.98M (+20.7%)
|
-36.90M
est: -37.04M (+0.4%)
|
23.13M
est: 17.43M (+32.7%)
|
47.16M
est: 54.15M (-12.9%)
|
41.06M
est: 43.51M (-5.7%)
|
89.38M
est: 63.25M (+41.3%)
|
102.38M
est: 92.32M (+10.9%)
|
103.17M
est: 106.55M (-3.2%)
|
151.53M
est: 133.49M (+13.5%)
|
160.16M
est: 153.21M (+4.5%)
|
198.55M
est: 117.20M (+69.4%)
|
195.25M
est: 164.57M (+18.6%)
|
247.96M
est: 183.44M (+35.2%)
|
397.07M
est: 1.29B (-69.1%)
|
671.61M
est: 1.60B (-58.0%)
|
1.30B
est: 2.03B (-35.9%)
|
2.75B
2.71B – 2.77B
+35.4% YoY
|
3.24B
2.91B – 3.54B
+17.8% YoY
|
3.72B
3.58B – 3.87B
+15.0% YoY
|
| Net Income |
35.00M
est: 33.13M (+5.6%)
|
42.30M
est: 43.56M (-2.9%)
|
-6.23M
est: -3.30M (-88.6%)
|
28.72M
est: 26.87M (+6.9%)
|
32.47M
est: 32.51M (-0.1%)
|
49.69M
est: 42.55M (+16.8%)
|
-36.83M
est: -26.82M (-37.3%)
|
13.46M
est: 10.81M (+24.6%)
|
27.27M
est: 30.25M (-9.8%)
|
23.06M
est: 21.60M (+6.8%)
|
49.36M
est: 34.21M (+44.3%)
|
64.90M
est: 58.98M (+10.0%)
|
55.27M
est: 58.98M (-6.3%)
|
112.90M
est: 99.70M (+13.2%)
|
114.32M
est: 106.69M (+7.2%)
|
150.14M
est: 93.93M (+59.8%)
|
143.35M
est: 126.11M (+13.7%)
|
245.95M
est: 190.84M (+28.9%)
|
323.40M
est: 362.50M (-10.8%)
|
522.43M
est: 506.75M (+3.1%)
|
1.02B
est: 928.94M (+10.1%)
|
1.51B
1.48B – 1.59B
+63.0% YoY
|
1.84B
1.56B – 2.16B
+21.5% YoY
|
2.32B
2.14B – 2.50B
+25.9% YoY
|
| SGA |
130.40M
est: 117.85M (+10.6%)
|
187.80M
est: 196.08M (-4.2%)
|
113.29M
est: 121.35M (-6.6%)
|
126.62M
est: 120.25M (+5.3%)
|
147.16M
est: 159.02M (-7.5%)
|
182.17M
est: 153.25M (+18.9%)
|
172.14M
est: 189.30M (-9.1%)
|
185.81M
est: 174.28M (+6.6%)
|
194.21M
est: 345.86M (-43.8%)
|
207.65M
est: 245.66M (-15.5%)
|
228.97M
est: 170.04M (+34.7%)
|
243.20M
est: 213.46M (+13.9%)
|
266.59M
est: 291.57M (-8.6%)
|
296.99M
est: 267.88M (+10.9%)
|
340.01M
est: 325.78M (+4.4%)
|
357.78M
est: 233.99M (+52.9%)
|
376.31M
est: 334.83M (+12.4%)
|
489.34M
est: 394.52M (+24.0%)
|
574.42M
est: 614.70M (-6.6%)
|
730.07M
est: 764.72M (-4.5%)
|
883.28M
est: 970.48M (-9.0%)
|
1.31B
1.29B – 1.32B
+35.4% YoY
|
1.55B
1.39B – 1.69B
+17.8% YoY
|
1.78B
1.71B – 1.85B
+15.0% YoY
|
| EPS |
1.06
est: 0.95 (+11.6%)
|
1.10
est: 1.17 (-6.0%)
|
-0.16
est: 0.43 (-137.6%)
|
0.71
est: 0.62 (+14.5%)
|
0.80
est: 0.84 (-4.8%)
|
1.26
est: 0.96 (+31.3%)
|
-0.99
est: 0.08 (-1,420.0%)
|
0.36
est: 0.21 (+75.6%)
|
0.73
est: 0.28 (+165.5%)
|
0.61
est: 0.78 (-21.3%)
|
1.32
est: 1.29 (+2.5%)
|
1.74
est: 1.71 (+1.9%)
|
1.48
est: 1.79 (-17.3%)
|
3.03
est: 3.05 (-0.7%)
|
3.10
est: 2.95 (+5.2%)
|
4.11
est: 3.68 (+11.7%)
|
3.95
est: 3.93 (+0.4%)
|
6.84
est: 5.15 (+32.8%)
|
9.03
est: 10.13 (-10.9%)
|
14.64
est: 14.31 (+2.3%)
|
28.93
est: 26.27 (+10.1%)
|
43.03
41.68 – 44.96
+63.8% YoY
|
52.39
44.05 – 61.13
+21.8% YoY
|
66.08
60.39 – 70.47
+26.1% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-27 | UBS | Buy | Buy | Maintain |
| 2026-04-24 | Keybanc | Sector Weight | Overweight | Upgrade |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-27 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-26 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-13 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-12 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-11 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-05-01 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-30 | A- | 4/5 | 4/5 | 5/5 | 5/5 | 3/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 2/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
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. | 5.88M | 16.40% | — | — | — | — | HC | Delaware | 2023-01-20 | ↗ |
| 2 | Andrew A. Ziegler | 3.66M | 9.60% | — | 3.35M | — | 3.66M | IN | Delaware | 2010-02-11 | ↗ |
| 3 | Artisan Investment Corporation | 3.66M | 9.60% | — | 3.35M | — | 3.66M | HC | Delaware | 2010-02-11 | ↗ |
| 4 | Artisan Partners Holdings LP | 3.66M | 9.60% | — | 3.35M | — | 3.66M | HC | Delaware | 2010-02-11 | ↗ |
| 5 | Carlene M. Ziegler | 3.66M | 9.60% | — | 3.35M | — | 3.66M | IN | Delaware | 2010-02-11 | ↗ |
| 6 | ZFIC, Inc. | 3.66M | 9.60% | — | 3.35M | — | 3.66M | HC | Delaware | 2010-02-11 | ↗ |
| 7 | Artisan Investments GP LLC | 3.60M | 9.40% | — | 3.29M | — | 3.60M | HC | Delaware | 2010-02-11 | ↗ |
| 8 | Artisan Partners Limited Partnership | 3.60M | 9.40% | — | 3.29M | — | 3.60M | IA | Delaware | 2010-02-11 | ↗ |
| 9 | BlackRock for purposes of Schedule 13G filings. | 3.11M | 8.13% | 3.11M | — | 3.11M | — | HC | Delaware | 2010-01-29 | ↗ |
| 10 | 20-0302413 | 2.99M | 7.97% | 2.80M | — | 2.99M | — | IA, PN | Delaware, United States | 2012-02-14 | ↗ |
| 11 | Kevin Oram | 2.99M | 7.97% | 2.80M | — | 2.99M | — | IN | Delaware, United States | 2012-02-14 | ↗ |
| 12 | Peter Uddo | 2.99M | 7.97% | 2.80M | — | 2.99M | — | IN | Delaware, United States | 2012-02-14 | ↗ |
| 13 | 752403190 | 2.51M | 6.72% | 1.36M | 1.16M | 2.51M | — | IA | A Delaware | 2016-02-02 | ↗ |
| 14 | THE VANGUARD GROUP, INC. - 23-1945930 | 2.44M | 6.39% | 53.3K | — | 2.39M | 53.3K | IA | Pennsylvania | 2010-02-08 | ↗ |
| 15 | 36-4488942 | 2.41M | 5.90% | — | 858.8K | — | 2.41M | HC | Delaware | 2008-02-01 | ↗ |
| 16 | 94-3366999 | 2.39M | 6.10% | — | 2.39M | — | 2.39M | IA | California | 2005-02-25 | ↗ |
| 17 | J. Carlo Cannell | 2.39M | 6.10% | 2.39M | — | 2.39M | — | IN | USA | 2008-02-15 | ↗ |
| 18 | JPMorgan Chase & Co. | 2.32M | 6.20% | 2.06M | — | 2.32M | — | HC | Delaware | 2015-01-23 | ↗ |
| 19 | Artisan Funds, Inc. | 2.24M | 5.90% | — | 2.24M | — | 2.24M | IC | Delaware | 2010-02-11 | ↗ |
| 20 | 52-0556948 | 2.06M | 5.30% | 701.7K | — | 2.06M | — | IA | MARYLAND | 2010-02-11 | ↗ |
| 21 | Goldman Sachs Asset Management, L.P. | 1.98M | 5.00% | 1.69M | — | 1.98M | — | IA | Delaware | 2005-06-20 | ↗ |
| 22 | Capital Research Global Investors ** | 1.91M | 5.00% | 1.91M | — | 1.91M | — | IA | Delaware | 2011-02-09 | ↗ |
| 23 | (. | 1.57M | 4.22% | 1.47M | — | 1.57M | — | IA | Delaware | 2018-02-05 | ↗ |
| 24 | 04-6187127 | 1.39M | 3.40% | — | 778.8K | — | 1.39M | IA | Delaware | 2008-02-01 | ↗ |
| 25 | The Cuttyhunk Fund Limited | 614.8K | 1.60% | — | 614.8K | — | 614.8K | CO | Bermuda | 2005-02-25 | ↗ |
| 26 | The Anegada Master Fund Limited | 513.7K | 1.30% | — | 513.7K | — | 513.7K | CO | Cayman Islands | 2005-02-25 | ↗ |
| 27 | 98-0232642 | 343.9K | 0.90% | — | 343.9K | — | 343.9K | OO | Delaware | 2005-02-25 | ↗ |
| 28 | JPMorgan Chase & Co. | 282.9K | 0.70% | 256.3K | — | — | — | HC | Delaware | 2015-10-26 | ↗ |
| 29 | 23-2688812 | 151.7K | 0.40% | — | 151.7K | — | 151.7K | PN | Delaware | 2005-02-25 | ↗ |
| 30 | 95-1411037 | 13.00 | 6.40% | 2.28M | — | 2.28M | — | IA | Delaware | 2024-11-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 4.31M +625.6K (+17.0%) | 4.02B +982.2M (+32.3%) | 12.21% +1.772 pp | 0.06% +0.013 pp | USD177.34 +426.3% | 84 qtrs — |
| 2 | BLACKROCK, INC. | 3.45M -529.0K (-13.3%) | 3.22B -63.7M (-1.9%) | 9.77% -1.498 pp | 0.05% -0.003 pp | USD400.89 +132.8% | 6 qtrs — |
| 3 | FMR LLC | 1.67M -221.3K (-11.7%) | 1.56B -2.0M (-0.1%) | 4.73% -0.627 pp | 0.08% -0.002 pp | USD383.95 +143.1% | 38 qtrs — |
| 4 | CAPITAL WORLD INVESTORS | 1.64M -158.8K (-8.8%) | 1.53B +46.3M (+3.1%) | 4.65% -0.450 pp | 0.21% +0.005 pp | USD165.53 +463.8% | 20 qtrs — |
| 5 | STATE STREET CORP | 1.43M +375.1K (+35.6%) | 1.33B +464.0M (+53.4%) | 4.05% +1.062 pp | 0.04% +0.015 pp | USD296.39 +214.9% | 51 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 1.19M +332.4K (+39.0%) | 1.10B +399.1M (+56.7%) | 3.36% +0.942 pp | 0.07% +0.023 pp | USD371.89 +151.0% | 78 qtrs — |
| 7 | AQR CAPITAL MANAGEMENT LLC | 1.02M +184.4K (+22.1%) | 951.88M +273.4M (+40.3%) | 2.89% +0.522 pp | 0.50% +0.064 pp | USD513.09 +81.9% | 43 qtrs — |
| 8 | JPMORGAN CHASE & CO | 707.0K -27.5K (-3.7%) | 659.83M +53.7M (+8.9%) | 2.00% -0.078 pp | 0.04% +0.005 pp | USD466.06 +100.3% | 51 qtrs — |
| 9 | WESTFIELD CAPITAL MANAGEMENT CO LP | 668.8K -164.4K (-19.7%) | 624.22M -63.3M (-9.2%) | 1.89% -0.466 pp | 2.60% -0.285 pp | USD303.35 +207.7% | 9 qtrs — |
| 10 | INVESCO LTD. | 653.0K -411.6K (-38.7%) | 609.42M -269.0M (-30.6%) | 1.85% -1.166 pp | 0.09% -0.045 pp | USD204.53 +356.3% | 57 qtrs — |
| 11 | NORGES BANK | 503.2K +503.2K (+100.0%) | 469.61M +469.6M (+100.0%) | 1.43% +1.425 pp | 0.05% +0.050 pp | USD933.29 +0.0% | 1 qtrs NEW |
| 12 | FIRST TRUST ADVISORS LP | 482.1K -31.2K (-6.1%) | 449.94M +26.4M (+6.2%) | 1.37% -0.088 pp | 0.33% +0.012 pp | USD402.61 +131.8% | 49 qtrs — |
| 13 | MORGAN STANLEY | 431.7K +86.0K (+24.9%) | 402.88M +117.6M (+41.2%) | 1.22% +0.244 pp | 0.02% +0.007 pp | USD317.93 +193.6% | 51 qtrs — |
| 14 | NORTHERN TRUST CORP | 318.8K +9.5K (+3.1%) | 297.52M +42.3M (+16.6%) | 0.90% +0.027 pp | 0.04% +0.005 pp | USD164.71 +466.6% | 51 qtrs — |
| 15 | FEDERATED HERMES, INC. | 317.5K -6.8K (-2.1%) | 296.29M +28.7M (+10.7%) | 0.90% -0.019 pp | 0.50% +0.023 pp | USD169.46 +450.7% | 43 qtrs — |
| 16 | DEUTSCHE BANK AG\ | 312.8K +74.4K (+31.2%) | 291.96M +95.2M (+48.4%) | 0.89% +0.211 pp | 0.10% +0.029 pp | USD618.09 +51.0% | 50 qtrs — |
| 17 | FULLER & THALER ASSET MANAGEMENT, INC. | 289.0K -81.6K (-22.0%) | 269.76M -36.1M (-11.8%) | 0.82% -0.231 pp | 0.91% -0.128 pp | USD195.16 +378.2% | 38 qtrs — |
| 18 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 286.5K +78.8K (+37.9%) | 267.37M +96.0M (+56.0%) | 0.81% +0.223 pp | 0.04% +0.014 pp | USD313.04 +198.1% | 72 qtrs — |
| 19 | BAILLIE GIFFORD & CO | 274.7K -138.0K (-33.4%) | 256.41M -84.2M (-24.7%) | 0.78% -0.391 pp | 0.21% -0.039 pp | USD170.41 +447.7% | 10 qtrs — |
| 20 | AMF TJANSTEPENSION AB | 271.7K -53.3K (-16.4%) | 253.55M -14.6M (-5.5%) | 0.77% -0.151 pp | 1.57% -0.128 pp | USD825.18 +13.1% | 2 qtrs — |
| 21 | LORD, ABBETT & CO. LLC | 271.6K -2.2K (-0.8%) | 253.46M +27.6M (+12.2%) | 0.77% -0.006 pp | 0.78% +0.105 pp | USD533.41 +75.0% | 26 qtrs — |
| 22 | JACOBS LEVY EQUITY MANAGEMENT, INC | 267.9K -4.6K (-1.7%) | 250.00M +25.2M (+11.2%) | 0.76% -0.013 pp | 0.97% +0.072 pp | USD347.82 +168.3% | 5 qtrs — |
| 23 | CASTLE HOOK PARTNERS LP | 267.8K -11.1K (-4.0%) | 249.97M +19.8M (+8.6%) | 0.76% -0.031 pp | 1.04% -0.128 pp | USD825.18 +13.1% | 2 qtrs — |
| 24 | DIMENSIONAL FUND ADVISORS LP | 265.5K -39.1K (-12.8%) | 247.84M -3.5M (-1.4%) | 0.75% -0.111 pp | 0.05% -0.002 pp | USD37.50 +2,388.8% | 51 qtrs — |
| 25 | HOOD RIVER CAPITAL MANAGEMENT LLC | 245.9K +4.7K (+1.9%) | 229.46M +30.4M (+15.3%) | 0.70% +0.013 pp | 2.52% +0.166 pp | USD154.89 +502.6% | 16 qtrs — |
| 26 | BANK OF NEW YORK MELLON CORP | 227.7K -43.7K (-16.1%) | 212.50M -11.4M (-5.1%) | 0.64% -0.124 pp | 0.04% -0.006 pp | USD36.03 +2,490.3% | 66 qtrs — |
| 27 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 224.3K +34.1K (+17.9%) | 209.31M +52.4M (+33.4%) | 0.64% +0.097 pp | 0.12% +0.024 pp | USD529.70 +76.2% | 8 qtrs — |
| 28 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 216.2K -18.0K (-7.7%) | 201.79M +8.5M (+4.4%) | 0.61% -0.051 pp | 0.30% +0.028 pp | USD561.62 +66.2% | 3 qtrs — |
| 29 | CLEARBRIDGE INVESTMENTS, LLC | 200.5K -7.6K (-3.7%) | 187.17M +15.4M (+8.9%) | 0.57% -0.022 pp | 0.15% +0.021 pp | USD403.84 +131.1% | 5 qtrs — |
| 30 | GOLDMAN SACHS GROUP INC | 198.0K -77.5K (-28.1%) | 184.78M -42.5M (-18.7%) | 0.56% -0.219 pp | 0.02% -0.005 pp | USD356.64 +161.7% | 73 qtrs — |
| 31 | ROYAL LONDON ASSET MANAGEMENT LTD | 194.8K -45.7K (-19.0%) | 181.80M -16.7M (-8.4%) | 0.55% -0.130 pp | 0.38% -0.044 pp | USD275.82 +238.4% | 12 qtrs — |
| 32 | ALLIANCEBERNSTEIN L.P. | 182.8K -28.3K (-13.4%) | 170.61M -3.6M (-2.1%) | 0.52% -0.080 pp | 0.05% -0.001 pp | USD140.88 +562.5% | 61 qtrs — |
| 33 | FRANKLIN RESOURCES INC | 180.0K +29.9K (+19.9%) | 168.00M +44.1M (+35.6%) | 0.51% +0.085 pp | 0.04% +0.010 pp | USD448.74 +108.0% | 11 qtrs — |
| 34 | PRICE T ROWE ASSOCIATES INC /MD/ | 177.6K -23.2K (-11.6%) | 165.77M +46.0K (+0.0%) | 0.50% -0.066 pp | 0.02% +0.000 pp | USD199.71 +367.3% | 71 qtrs — |
| 35 | VOYA INVESTMENT MANAGEMENT LLC | 178.1K -39.0K (-18.0%) | 165.75M -12.8M (-7.1%) | 0.50% -0.110 pp | 0.16% -0.015 pp | USD432.39 +115.8% | 51 qtrs — |
| 36 | NUVEEN, LLC | 177.0K +22.1K (+14.3%) | 165.18M +37.4M (+29.3%) | 0.50% +0.063 pp | 0.04% +0.010 pp | USD398.78 +134.0% | 4 qtrs — |
| 37 | EVERCORE WEALTH MANAGEMENT, LLC | 155.2K -4.0K (-2.5%) | 144.88M +13.4M (+10.2%) | 0.44% -0.012 pp | 2.12% +0.194 pp | USD367.41 +154.0% | 4 qtrs — |
| 38 | BANK OF AMERICA CORP /DE/ | 154.6K +21.5K (+16.1%) | 144.29M +34.4M (+31.4%) | 0.44% +0.061 pp | 0.01% +0.003 pp | USD408.30 +128.6% | 52 qtrs — |
| 39 | UBS GROUP AG | 153.7K +26.6K (+20.9%) | 143.48M +38.6M (+36.8%) | 0.44% +0.075 pp | 0.02% +0.007 pp | USD518.40 +80.0% | 45 qtrs — |
| 40 | VALUE ALIGNED RESEARCH ADVISORS, LLC | 147.0K +92.3K (+168.7%) | 137.21M +92.1M (+203.9%) | 0.42% +0.261 pp | 1.38% +0.828 pp | USD893.06 +4.5% | 2 qtrs — |
| 41 | POINT72 ASSET MANAGEMENT, L.P. | 146.9K +112.0K (+321.0%) | 137.06M +108.3M (+376.1%) | 0.42% +0.317 pp | 0.15% +0.105 pp | USD907.61 +2.8% | 2 qtrs — |
| 42 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 143.6K -8.5K (-5.6%) | 134.02M +8.5M (+6.8%) | 0.41% -0.024 pp | 0.29% +0.001 pp | USD564.10 +65.4% | 44 qtrs — |
| 43 | UBS ASSET MANAGEMENT AMERICAS INC | 134.3K +20.6K (+18.1%) | 125.32M +31.5M (+33.6%) | 0.38% +0.058 pp | 0.03% +0.006 pp | USD399.38 +133.7% | 49 qtrs — |
| 44 | SG AMERICAS SECURITIES, LLC | 122.5K +120.4K (+5,830.5%) | 114.30M +112.6M (+6,607.5%) | 0.35% +0.341 pp | 0.15% +0.140 pp | USD922.99 +1.1% | 40 qtrs — |
| 45 | LEGAL & GENERAL GROUP PLC | 121.9K +60.3K (+98.0%) | 113.73M +62.9M (+123.9%) | 0.35% +0.171 pp | 0.03% +0.014 pp | USD507.43 +83.9% | 46 qtrs — |
| 46 | ROYAL BANK OF CANADA | 117.4K +21.9K (+23.0%) | 109.54M +30.8M (+39.1%) | 0.33% +0.062 pp | 0.02% +0.005 pp | USD519.18 +79.8% | 51 qtrs — |
| 47 | CAPITAL RESEARCH GLOBAL INVESTORS | 116.6K -36.0K (-23.6%) | 108.81M -17.1M (-13.6%) | 0.33% -0.102 pp | 0.02% -0.004 pp | USD138.11 +575.8% | 19 qtrs — |
| 48 | AMERIPRISE FINANCIAL INC | 116.0K -28.3K (-19.6%) | 108.25M -10.8M (-9.1%) | 0.33% -0.080 pp | 0.02% -0.003 pp | USD315.23 +196.1% | 55 qtrs — |
| 49 | AMERICAN CENTURY COMPANIES INC | 114.1K +7.7K (+7.3%) | 106.46M +18.7M (+21.3%) | 0.32% +0.022 pp | 0.05% +0.009 pp | USD396.10 +135.6% | 29 qtrs — |
| 50 | CAPITAL INTERNATIONAL INVESTORS | 113.6K -26.8K (-19.1%) | 106.05M -9.8M (-8.5%) | 0.32% -0.076 pp | 0.02% -0.002 pp | USD158.02 +490.6% | 12 qtrs — |
| 51 | AMUNDI | 112.6K +104.5K (+1,293.9%) | 105.11M +98.4M (+1,476.0%) | 0.32% +0.296 pp | 0.03% +0.026 pp | USD891.51 +4.7% | 7 qtrs — |
| 52 | GW&K INVESTMENT MANAGEMENT, LLC | 111.6K -63.2K (-36.1%) | 104.20M -40.1M (-27.8%) | 0.32% -0.179 pp | 0.90% -0.375 pp | USD138.97 +571.6% | 21 qtrs — |
| 53 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 108.3K +40.2K (+59.0%) | 101.08M +44.9M (+79.9%) | 0.31% +0.114 pp | 0.01% +0.005 pp | USD611.82 +52.5% | 22 qtrs — |
| 54 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 105.6K -15.3K (-12.7%) | 98.54M -1.3M (-1.3%) | 0.30% -0.044 pp | 0.17% -0.013 pp | USD411.09 +127.0% | 6 qtrs — |
| 55 | THIRD POINT LLC | 105.0K -95.0K (-47.5%) | 98.00M -67.0M (-40.6%) | 0.30% -0.269 pp | 1.35% -0.489 pp | USD557.88 +67.3% | 3 qtrs — |
| 56 | PRINCIPAL FINANCIAL GROUP INC | 104.1K -56.6K (-35.2%) | 97.16M -35.5M (-26.7%) | 0.29% -0.160 pp | 0.05% -0.017 pp | USD63.84 +1,361.9% | 66 qtrs — |
| 57 | RUSSELL INVESTMENTS GROUP, LTD. | 101.3K -4.7K (-4.4%) | 94.55M +7.1M (+8.2%) | 0.29% -0.013 pp | 0.10% +0.004 pp | USD314.55 +196.7% | 37 qtrs — |
| 58 | JANUS HENDERSON GROUP PLC | 98.9K +12.7K (+14.8%) | 92.31M +21.2M (+29.7%) | 0.28% +0.036 pp | 0.04% +0.009 pp | USD244.08 +282.4% | 30 qtrs — |
| 59 | SWISS NATIONAL BANK | 96.7K +27.8K (+40.3%) | 90.23M +33.4M (+58.7%) | 0.27% +0.079 pp | 0.05% +0.021 pp | USD305.79 +205.2% | 51 qtrs — |
| 60 | WCM INVESTMENT MANAGEMENT, LLC | 93.7K +12.9K (+15.9%) | 88.73M +23.9M (+36.9%) | 0.27% +0.037 pp | 0.18% +0.048 pp | USD574.65 +62.4% | 7 qtrs — |
| 61 | KBC GROUP NV | 91.7K +90.8K (+9,308.1%) | 85.61M +84.8M (+10,534.8%) | 0.26% +0.257 pp | 0.20% +0.193 pp | USD925.68 +0.8% | 43 qtrs — |
| 62 | ALLIANZ ASSET MANAGEMENT GMBH | 90.9K +13.2K (+17.0%) | 84.79M +20.7M (+32.3%) | 0.26% +0.037 pp | 0.09% +0.014 pp | USD388.10 +140.5% | 12 qtrs — |
| 63 | RAYMOND JAMES FINANCIAL INC | 86.4K -15.0K (-14.8%) | 80.63M -3.0M (-3.6%) | 0.24% -0.042 pp | 0.03% -0.002 pp | USD444.52 +110.0% | 5 qtrs — |
| 64 | ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 84.7K +82.3K (+3,378.3%) | 79.08M +77.1M (+3,834.0%) | 0.24% +0.233 pp | 0.11% +0.110 pp | USD930.18 +0.3% | 2 qtrs — |
| 65 | D. E. SHAW & CO., INC. | 84.5K -103.1K (-55.0%) | 78.86M -75.9M (-49.1%) | 0.24% -0.292 pp | 0.04% -0.044 pp | USD335.87 +177.9% | 49 qtrs — |
| 66 | QUBE RESEARCH & TECHNOLOGIES LTD | 83.2K -133.5K (-61.6%) | 77.63M -101.2M (-56.6%) | 0.24% -0.378 pp | 0.08% -0.106 pp | USD594.30 +57.0% | 10 qtrs — |
| 67 | IEQ CAPITAL, LLC | 82.9K +19.9K (+31.6%) | 77.39M +25.4M (+48.8%) | 0.23% +0.056 pp | 0.23% +0.074 pp | USD622.16 +50.0% | 6 qtrs — |
| 68 | CONGRESS ASSET MANAGEMENT CO /MA | 82.3K -13.5K (-14.1%) | 76.85M -2.3M (-2.9%) | 0.23% -0.038 pp | 0.54% +0.014 pp | USD148.84 +527.0% | 16 qtrs — |
| 69 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 73.6K +73.5K (+106,508.7%) | 73.83M +73.8M (+129,565.7%) | 0.21% +0.208 pp | 0.05% +0.050 pp | USD932.66 +0.1% | 10 qtrs — |
| 70 | FIERA CAPITAL CORP | 77.1K +19.0K (+32.7%) | 71.97M +24.0M (+50.0%) | 0.22% +0.054 pp | 0.23% +0.073 pp | USD814.83 +14.5% | 4 qtrs — |
| 71 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 74.7K +74.4K (+24,703.3%) | 69.68M +69.4M (+27,952.9%) | 0.21% +0.211 pp | 0.04% +0.041 pp | USD931.09 +0.2% | 6 qtrs — |
| 72 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 65.4K +65.4K (+100.0%) | 65.60M +65.6M (+100.0%) | 0.19% +0.185 pp | 0.11% +0.106 pp | USD933.29 +0.0% | 1 qtrs NEW |
| 73 | BRIDGEWATER ASSOCIATES, LP | 68.2K +16.1K (+30.9%) | 63.65M +20.7M (+48.1%) | 0.19% +0.046 pp | 0.23% +0.064 pp | USD772.77 +20.8% | 10 qtrs — |
| 74 | BARCLAYS PLC | 67.6K +44.7K (+195.8%) | 63.07M +54.2M (+607.2%) | 0.19% +0.127 pp | 0.02% +0.013 pp | USD727.81 +28.2% | 51 qtrs — |
| 75 | RHUMBLINE ADVISERS | 67.2K -29.5K (-30.5%) | 62.70M -17.1M (-21.4%) | 0.19% -0.084 pp | 0.05% -0.013 pp | USD61.85 +1,409.0% | 51 qtrs — |
| 76 | SCHRODER INVESTMENT MANAGEMENT GROUP | 66.7K +22.7K (+51.5%) | 62.22M +25.9M (+71.3%) | 0.19% +0.064 pp | 0.05% +0.019 pp | USD593.80 +57.2% | 5 qtrs — |
| 77 | SQUAREPOINT OPS LLC | 66.6K +63.2K (+1,875.3%) | 62.13M +59.3M (+2,134.1%) | 0.19% +0.179 pp | 0.07% +0.063 pp | USD927.82 +0.6% | 15 qtrs — |
| 78 | ENVESTNET ASSET MANAGEMENT INC | 66.4K -19.4K (-22.6%) | 61.98M -8.8M (-12.5%) | 0.19% -0.055 pp | 0.02% -0.002 pp | USD231.40 +303.3% | 41 qtrs — |
| 79 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 66.3K -1.4K (-2.1%) | 61.86M +6.0M (+10.7%) | 0.19% -0.004 pp | 0.04% +0.002 pp | USD233.22 +300.2% | 12 qtrs — |
| 80 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 66.0K -100.6K (-60.4%) | 61.55M -75.9M (-55.2%) | 0.19% -0.285 pp | 0.05% -0.067 pp | USD553.45 +68.6% | 7 qtrs — |
| 81 | FREESTONE GROVE PARTNERS LP | 65.7K +13.4K (+25.6%) | 61.32M +18.2M (+42.1%) | 0.19% +0.038 pp | 0.44% +0.121 pp | USD601.66 +55.1% | 5 qtrs — |
| 82 | SMITH GROUP ASSET MANAGEMENT, LLC | 64.9K +2.2K (+3.5%) | 60.55M +8.8M (+17.1%) | 0.18% +0.006 pp | 3.21% +0.240 pp | USD548.57 +70.1% | 9 qtrs — |
| 83 | MILLENNIUM MANAGEMENT LLC | 62.3K -296.3K (-82.6%) | 58.19M -237.8M (-80.3%) | 0.18% -0.839 pp | 0.02% -0.102 pp | USD596.47 +56.5% | 57 qtrs — |
| 84 | EULAV ASSET MANAGEMENT | 60.7K -59.9K (-49.7%) | 56.66M -42.9M (-43.1%) | 0.17% -0.170 pp | 1.51% -0.802 pp | USD270.59 +244.9% | 14 qtrs — |
| 85 | HANDELSBANKEN FONDER AB | 59.9K -54.6K (-47.7%) | 55.90M -38.5M (-40.8%) | 0.17% -0.155 pp | 0.17% -0.131 pp | USD343.84 +171.4% | 23 qtrs — |
| 86 | WELLS FARGO & COMPANY/MN | 59.7K +9.5K (+19.0%) | 55.69M +14.3M (+34.6%) | 0.17% +0.027 pp | 0.01% +0.002 pp | USD323.34 +188.6% | 57 qtrs — |
| 87 | HSBC HOLDINGS PLC | 59.3K +52.4K (+754.5%) | 55.48M +49.8M (+876.5%) | 0.17% +0.148 pp | 0.03% +0.025 pp | USD872.85 +6.9% | 33 qtrs — |
| 88 | LAZARD ASSET MANAGEMENT LLC | 59.3K -86.2K (-59.3%) | 55.32M -64.7M (-53.9%) | 0.17% -0.244 pp | 0.09% -0.068 pp | USD396.51 +135.4% | 17 qtrs — |
| 89 | CITADEL ADVISORS LLC | 57.7K -8.9K (-13.4%) | 53.85M -1.1M (-2.0%) | 0.16% -0.025 pp | 0.01% 0.000 pp | USD636.83 +46.6% | 22 qtrs — |
| 90 | BNP PARIBAS ARBITRAGE, SNC | 57.2K +39.9K (+230.4%) | 53.38M +39.1M (+273.7%) | 0.16% +0.113 pp | 0.02% +0.017 pp | USD744.00 +25.4% | 51 qtrs — |
| 91 | VICTORY CAPITAL MANAGEMENT INC | 56.8K -29.1K (-33.9%) | 52.98M -17.9M (-25.2%) | 0.16% -0.082 pp | 0.03% -0.012 pp | USD298.22 +213.0% | 48 qtrs — |
| 92 | BLUE GROTTO CAPITAL, LLC | 55.6K -40.0K (-41.8%) | 51.89M -27.0M (-34.2%) | 0.16% -0.113 pp | 5.33% -3.816 pp | USD404.64 +130.6% | 6 qtrs — |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 55.4K +21.5K (+63.2%) | 51.69M +23.7M (+84.6%) | 0.16% +0.061 pp | 0.05% +0.023 pp | USD388.19 +140.4% | 52 qtrs — |
| 94 | GOTHAM ASSET MANAGEMENT, LLC | 54.4K +16.3K (+42.8%) | 50.77M +19.3M (+61.5%) | 0.15% +0.046 pp | 0.19% +0.049 pp | USD624.00 +49.6% | 12 qtrs — |
| 95 | SEI INVESTMENTS CO | 54.2K +7.7K (+16.7%) | 50.54M +12.2M (+32.0%) | 0.15% +0.022 pp | 0.05% +0.009 pp | USD423.62 +120.3% | 43 qtrs — |
| 96 | RENAISSANCE TECHNOLOGIES LLC | 54.0K +3.6K (+7.1%) | 50.38M +8.8M (+21.1%) | 0.15% +0.010 pp | 0.08% +0.023 pp | USD367.52 +153.9% | 13 qtrs — |
| 97 | LPL FINANCIAL LLC | 53.6K -1.1K (-2.0%) | 49.98M +4.9M (+10.8%) | 0.15% -0.003 pp | 0.01% +0.001 pp | USD570.25 +63.7% | 20 qtrs — |
| 98 | ARTEMIS INVESTMENT MANAGEMENT LLP | 53.2K -40.1K (-43.0%) | 49.65M -27.4M (-35.5%) | 0.15% -0.114 pp | 0.60% -0.359 pp | USD296.13 +215.2% | 11 qtrs — |
| 99 | NEUBERGER BERMAN GROUP LLC | 52.7K -12.1K (-18.6%) | 49.21M -4.3M (-8.0%) | 0.15% -0.034 pp | 0.04% -0.002 pp | USD318.93 +192.6% | 17 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Unusual Whales Subversive Republican Trading ETF GOP | 8.19% | 5.02M | 0.74% |
| 2 | AdvisorShares Focused Equity ETF CWS | 7.61% | 9.88M | 0.79% |
| 3 | AdvisorShares HVAC & Industrials ETFSchedule an appointment and get your questions answered! HVAC | 7.07% | 1.10M | 35.61% |
| 4 | SMART Trend 25 ETF STRN | 6.01% | 798.2K | 0.59% |
| 5 | Invesco Dorsey Wright Industrials Momentum ETF PRN | 4.63% | 20.59M | 0.69% |
| 6 | Invesco Building & Construction ETF PKB | 4.57% | 20.23M | 0.57% |
| 7 | First Trust RBA American Industrial RenaissanceTM ETF AIRR | 4.22% | 455.21M | 0.69% |
| 8 | YieldMax Ultra Option Income Strategy ETF ULTY | 4.06% | 35.14M | 1.40% |
| 9 | Argent Mid Cap ETF AMID | 4.05% | 4.51M | 0.52% |
| 10 | Alger Mid Cap 40 ETF FRTY | 3.86% | 4.98M | 0.60% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Hardy Rhoman J | Director | S-Sale | D | Common Stock | 342 | 1,900.08 | 649.8K | 1,890 | D | ↗ |
| 2026-05-21 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 273 | 0.00 | — | 68,815 | D | ↗ |
| 2026-05-18 | Wallis-Lage Cindy L. | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 5,818 | I | ↗ |
| 2026-05-18 | Skidmore Constance Ellen | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 12,732 | D | ↗ |
| 2026-05-18 | SANDBROOK WILLIAM J | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 7,771 | D | ↗ |
| 2026-05-18 | Mercado, Pablo G. | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 3,105 | D | ↗ |
| 2026-05-18 | MYERS FRANKLIN | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 69,088 | D | ↗ |
| 2026-05-18 | Kapoor Gaurav | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 832 | I | ↗ |
| 2026-05-18 | Hardy Rhoman J | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 2,232 | D | ↗ |
| 2026-05-18 | BULLS HERMAN E | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 29,879 | D | ↗ |
| 2026-05-18 | ANDERSON DARCY | Director | A-Award | A | Common Stock | 105 | 0.00 | — | 18,140 | D | ↗ |
| 2026-05-11 | Shaeff Julie | Officer | S-Sale | D | Common Stock | 1,123 | 2,000.37 | 2.25M | 12,624 | D | ↗ |
| 2026-05-11 | GEORGE WILLIAM III | Officer | S-Sale | D | Common Stock | 1,000 | 2,020.97 | 2.02M | 32,804 | D | ↗ |
| 2026-05-08 | GEORGE WILLIAM III | Officer | S-Sale | D | Common Stock | 4,000 | 1,948.17 | 7.79M | 33,804 | D | ↗ |
| 2026-05-07 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 256 | 0.00 | — | 73,483 | D | ↗ |
| 2026-05-05 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 11,113 | 1,969.84 | 21.89M | 161,089 | D | ↗ |
| 2026-04-30 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 500 | 1,779.78 | 889.9K | 3,000 | D | ↗ |
| 2026-04-29 | SANDBROOK WILLIAM J | Director | S-Sale | D | Common Stock | 1,500 | 1,732.67 | 2.60M | 7,666 | D | ↗ |
| 2026-04-01 | Trent T McKenna | Officer | F-InKind | D | Common Stock | 341 | 1,429.60 | 487.5K | 22,346 | D | ↗ |
| 2026-04-01 | Shaeff Julie | Officer | F-InKind | D | Common Stock | 145 | 1,429.60 | 207.3K | 13,747 | D | ↗ |
| 2026-04-01 | Reed Terrence | Officer | F-InKind | D | Common Stock | 93 | 1,429.60 | 133.0K | 2,968 | D | ↗ |
| 2026-04-01 | Lane Brian E. | Director / Officer | F-InKind | D | Common Stock | 1,512 | 1,429.60 | 2.16M | 172,202 | D | ↗ |
| 2026-04-01 | GEORGE WILLIAM III | Officer | F-InKind | D | Common Stock | 284 | 1,429.60 | 406.0K | 38,601 | D | ↗ |
| 2026-04-01 | Eslicker Rachel R. | Officer | F-InKind | D | Common Stock | 25 | 1,429.60 | 35.7K | 651 | D | ↗ |
| 2026-03-23 | Trent T McKenna | Officer | A-Award | A | Common Stock | 1,208 | 0.00 | — | 22,847 | D | ↗ |
| 2026-03-23 | Shaeff Julie | Officer | A-Award | A | Common Stock | 194 | 0.00 | — | 13,930 | D | ↗ |
| 2026-03-23 | Reed Terrence | Officer | F-InKind | D | Common Stock | 56 | 1,408.25 | 78.9K | 3,241 | D | ↗ |
| 2026-03-23 | Lane Brian E. | Director / Officer | F-InKind | D | Common Stock | 910 | 1,408.25 | 1.28M | 175,801 | D | ↗ |
| 2026-03-23 | GEORGE WILLIAM III | Officer | F-InKind | D | Common Stock | 300 | 1,408.25 | 422.5K | 38,885 | D | ↗ |
| 2026-03-23 | Eslicker Rachel R. | Officer | A-Award | A | Common Stock | 217 | 0.00 | — | 707 | D | ↗ |
| 2026-03-03 | Shaeff Julie | Officer | S-Sale | D | Common Stock | 2,287 | 1,382.15 | 3.16M | 13,736 | D | ↗ |
| 2026-03-03 | Reed Terrence | Officer | S-Sale | D | Common Stock | 1,116 | 1,397.33 | 1.56M | 2,834 | D | ↗ |
| 2026-03-03 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 4,500 | 1,369.74 | 6.16M | 18,035 | D | ↗ |
| 2026-02-25 | MYERS FRANKLIN | Director | S-Sale | D | Common Stock | 8,636 | 1,472.56 | 12.72M | 73,995 | D | ↗ |
| 2026-02-25 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 9,365 | 1,453.12 | 13.61M | 171,523 | D | ↗ |
| 2026-02-24 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 1,000 | 1,425.00 | 1.43M | 12,627 | D | ↗ |
| 2026-02-24 | SANDBROOK WILLIAM J | Director | S-Sale | D | Common Stock | 2,500 | 1,443.32 | 3.61M | 9,166 | D | ↗ |
| 2026-02-24 | Reed Terrence | Officer | S-Sale | D | Common Stock | 671 | 1,457.17 | 977.8K | 3,950 | D | ↗ |
| 2026-02-23 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 500 | 1,405.00 | 702.5K | 3,500 | D | ↗ |
| 2026-02-23 | GEORGE WILLIAM III | Officer | M-Exempt | A | Common Stock | 9,000 | 42.50 | 382.5K | 46,824 | D | ↗ |
| 2025-12-31 | Eslicker Rachel R. | Officer | — | — | Common Stock | 0 | 0.00 | — | 490 | D | ↗ |
| 2025-12-04 | Howell Laura Finley | Officer | S-Sale | D | Common Stock | 1,000 | 996.16 | 996.2K | 7,938 | D | ↗ |
| 2025-12-03 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 270 | 0.00 | — | 82,631 | D | ↗ |
| 2025-12-01 | GEORGE WILLIAM III | Officer | F-InKind | D | Common Stock | 3,279 | 955.73 | 3.13M | 44,194 | D | ↗ |
| 2025-11-24 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 7,158 | 947.98 | 6.79M | 180,888 | D | ↗ |
| 2025-11-14 | BULLS HERMAN E | Director | G-Gift | D | Common Stock | 800 | 0.00 | — | 29,774 | D | ↗ |
| 2025-10-31 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 4,000 | 958.72 | 3.83M | 22,535 | D | ↗ |
| 2025-10-29 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 2,500 | 1,005.41 | 2.51M | 4,000 | D | ↗ |
| 2025-10-29 | MYERS FRANKLIN | Director | S-Sale | D | Common Stock | 5,000 | 1,006.68 | 5.03M | 82,901 | D | ↗ |
| 2025-10-29 | BULLS HERMAN E | Director | S-Sale | D | Common Stock | 2,000 | 1,013.62 | 2.03M | 30,574 | D | ↗ |
| 2025-09-10 | SANDBROOK WILLIAM J | Director | S-Sale | D | Common Stock | 800 | 733.56 | 586.8K | 11,666 | D | ↗ |
| 2025-09-09 | SANDBROOK WILLIAM J | Director | S-Sale | D | Common Stock | 600 | 708.97 | 425.4K | 12,566 | D | ↗ |
| 2025-08-27 | BULLS HERMAN E | Director | S-Sale | D | Common Stock | 3,000 | 710.00 | 2.13M | 32,574 | D | ↗ |
| 2025-08-25 | SANDBROOK WILLIAM J | Director | S-Sale | D | Common Stock | 700 | 689.58 | 482.7K | 13,166 | D | ↗ |
| 2025-08-22 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 1,078 | 695.88 | 750.2K | 6,500 | D | ↗ |
| 2025-08-12 | Shaeff Julie | Officer | S-Sale | D | Common Stock | 1,369 | 704.50 | 964.5K | 16,023 | D | ↗ |
| 2025-08-08 | GEORGE WILLIAM III | Officer | M-Exempt | A | Common Stock | 5,514 | 42.50 | 234.3K | 55,909 | D | ↗ |
| 2025-08-07 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 10,000 | 691.74 | 6.92M | 188,046 | D | ↗ |
| 2025-08-06 | MYERS FRANKLIN | Director | S-Sale | D | Common Stock | 4,500 | 683.57 | 3.08M | 100,396 | D | ↗ |
| 2025-08-05 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 25 | 0.00 | — | 104,896 | D | ↗ |
| 2025-07-31 | Trent T McKenna | Officer | S-Sale | D | Common Stock | 4,400 | 716.63 | 3.15M | 21,639 | D | ↗ |
| 2025-06-09 | BULLS HERMAN E | Director | S-Sale | D | Common Stock | 2,500 | 500.01 | 1.25M | 35,574 | D | ↗ |
| 2025-06-06 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 8,000 | 506.82 | 4.05M | 26,535 | D | ↗ |
| 2025-06-02 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 500 | 0.00 | — | 104,993 | D | ↗ |
| 2025-05-16 | Wallis-Lage Cindy L. | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 5,713 | I | ↗ |
| 2025-05-16 | Skidmore Constance Ellen | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 13,627 | D | ↗ |
| 2025-05-16 | SANDBROOK WILLIAM J | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 13,866 | D | ↗ |
| 2025-05-16 | Mercado, Pablo G. | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 7,578 | D | ↗ |
| 2025-05-16 | MYERS FRANKLIN | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 105,493 | D | ↗ |
| 2025-05-16 | Kapoor Gaurav | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 727 | I | ↗ |
| 2025-05-16 | Hardy Rhoman J | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 2,127 | D | ↗ |
| 2025-05-16 | BULLS HERMAN E | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 38,074 | D | ↗ |
| 2025-05-16 | ANDERSON DARCY | Director | A-Award | A | Common Stock | 342 | 0.00 | — | 34,535 | D | ↗ |
| 2025-05-13 | GEORGE WILLIAM III | Officer | M-Exempt | A | Common Stock | 12,500 | 36.25 | 453.1K | 59,973 | D | ↗ |
| 2025-05-12 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 1,000 | 452.98 | 453.0K | 13,285 | D | ↗ |
| 2025-05-07 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 15,000 | 431.66 | 6.47M | 198,046 | D | ↗ |
| 2025-05-07 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 3,000 | 431.66 | 1.29M | 34,193 | D | ↗ |
| 2025-05-06 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 47 | 0.00 | — | 105,151 | D | ↗ |
| 2025-05-05 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 1,800 | 436.10 | 785.0K | 7,236 | D | ↗ |
| 2025-05-01 | Tang Vance W | Director | S-Sale | D | Common Stock | 500 | 422.00 | 211.0K | 4,998 | I | ↗ |
| 2025-04-01 | Trent T McKenna | Officer | F-InKind | D | Common Stock | 210 | 324.55 | 68.2K | 26,791 | D | ↗ |
| 2025-04-01 | Shaeff Julie | Officer | F-InKind | D | Common Stock | 84 | 324.55 | 27.3K | 17,721 | D | ↗ |
| 2025-04-01 | Reed Terrence | Officer | F-InKind | D | Common Stock | 88 | 324.55 | 28.6K | 4,621 | D | ↗ |
| 2025-04-01 | Lane Brian E. | Director / Officer | F-InKind | D | Common Stock | 1,880 | 324.55 | 610.2K | 213,046 | D | ↗ |
| 2025-04-01 | Howell Laura Finley | Officer | F-InKind | D | Common Stock | 214 | 324.55 | 69.5K | 8,938 | D | ↗ |
| 2025-04-01 | GEORGE WILLIAM III | Officer | F-InKind | D | Common Stock | 633 | 324.55 | 205.4K | 47,473 | D | ↗ |
| 2025-03-19 | Trent T McKenna | Officer | A-Award | A | Common Stock | 2,027 | 0.00 | — | 26,017 | D | ↗ |
| 2025-03-19 | Shaeff Julie | Officer | A-Award | A | Common Stock | 660 | 0.00 | — | 17,347 | D | ↗ |
| 2025-03-19 | Reed Terrence | Officer | A-Award | A | Common Stock | 660 | 0.00 | — | 4,419 | D | ↗ |
| 2025-03-19 | Lane Brian E. | Director / Officer | A-Award | A | Common Stock | 7,310 | 0.00 | — | 220,255 | D | ↗ |
| 2025-03-19 | Howell Laura Finley | Officer | A-Award | A | Common Stock | 1,206 | 0.00 | — | 9,054 | D | ↗ |
| 2025-03-19 | GEORGE WILLIAM III | Officer | A-Award | A | Common Stock | 2,167 | 0.00 | — | 47,411 | D | ↗ |
| 2024-12-02 | GEORGE WILLIAM III | Officer | F-InKind | D | Common Stock | 3,279 | 494.86 | 1.62M | 45,244 | D | ↗ |
| 2024-11-25 | GEORGE WILLIAM III | Officer | G-Gift | D | Common Stock | 1,140 | 0.00 | — | 48,523 | D | ↗ |
| 2024-11-22 | Trent T McKenna | Officer | S-Sale | D | Common Stock | 4,000 | 484.81 | 1.94M | 23,990 | D | ↗ |
| 2024-11-13 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 15,000 | 448.88 | 6.73M | 204,205 | D | ↗ |
| 2024-11-08 | GEORGE WILLIAM III | Officer | S-Sale | D | Common Stock | 5,436 | 459.73 | 2.50M | 49,663 | D | ↗ |
| 2024-11-05 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 2,500 | 409.46 | 1.02M | 9,036 | D | ↗ |
| 2024-10-30 | MYERS FRANKLIN | Director | S-Sale | D | Common Stock | 12,000 | 390.18 | 4.68M | 106,498 | D | ↗ |
| 2024-10-28 | Tang Vance W | Director | S-Sale | D | Common Stock | 2,700 | 390.00 | 1.05M | 5,498 | I | ↗ |
| 2024-08-29 | Shaeff Julie | Officer | S-Sale | D | Common Stock | 2,316 | 351.85 | 814.9K | 16,687 | — | ↗ |
| 2024-08-27 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 3,546 | 336.19 | 1.19M | 37,193 | — | ↗ |
| 2024-08-20 | GEORGE WILLIAM III | Officer | S-Sale | D | Common Stock | 5,845 | 332.16 | 1.94M | 55,099 | — | ↗ |
| 2024-08-14 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 15,000 | 329.55 | 4.94M | 219,205 | — | ↗ |
| 2024-08-01 | Kapoor Gaurav | Director | A-Award | A | Common Stock | 385 | 0.00 | — | 385 | — | ↗ |
| 2024-06-05 | Tang Vance W | Director | S-Sale | D | Common Stock | 3,473 | 310.00 | 1.08M | 8,198 | — | ↗ |
| 2024-05-17 | Wallis-Lage Cindy L. | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 5,371 | — | ↗ |
| 2024-05-17 | Tang Vance W | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 11,671 | — | ↗ |
| 2024-05-17 | Skidmore Constance Ellen | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 14,285 | — | ↗ |
| 2024-05-17 | SANDBROOK WILLIAM J | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 13,524 | — | ↗ |
| 2024-05-17 | Mercado, Pablo G. | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 11,536 | — | ↗ |
| 2024-05-17 | MYERS FRANKLIN | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 118,498 | — | ↗ |
| 2024-05-17 | Hardy Rhoman J | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 1,785 | — | ↗ |
| 2024-05-17 | BULLS HERMAN E | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 37,732 | — | ↗ |
| 2024-05-17 | ANDERSON DARCY | Director | A-Award | A | Common Stock | 498 | 0.00 | — | 40,739 | — | ↗ |
| 2024-05-16 | BULLS HERMAN E | Director | S-Sale | D | Common Stock | 3,500 | 337.41 | 1.18M | 37,234 | — | ↗ |
| 2024-05-15 | Tang Vance W | Director | S-Sale | D | Common Stock | 988 | 343.00 | 338.9K | 11,173 | — | ↗ |
| 2024-05-14 | Tang Vance W | Director | G-Gift | D | Common Stock | 609 | 0.00 | — | 12,161 | — | ↗ |
| 2024-05-07 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 3,500 | 344.90 | 1.21M | 40,241 | — | ↗ |
| 2024-04-01 | Trent T McKenna | Officer | F-InKind | D | Common Stock | 341 | 320.03 | 109.1K | 24,805 | — | ↗ |
| 2024-04-01 | Shaeff Julie | Officer | F-InKind | D | Common Stock | 219 | 320.03 | 70.1K | 19,003 | — | ↗ |
| 2024-04-01 | Reed Terrence | Officer | F-InKind | D | Common Stock | 163 | 320.03 | 52.2K | 3,759 | — | ↗ |
| 2024-04-01 | Lane Brian E. | Director / Officer | F-InKind | D | Common Stock | 2,086 | 320.03 | 667.6K | 234,205 | — | ↗ |
| 2024-04-01 | Howell Laura Finley | Officer | F-InKind | D | Common Stock | 210 | 320.03 | 67.2K | 7,848 | — | ↗ |
| 2024-04-01 | GEORGE WILLIAM III | Officer | F-InKind | D | Common Stock | 702 | 320.03 | 224.7K | 60,944 | — | ↗ |
| 2024-03-20 | Trent T McKenna | Officer | A-Award | A | Common Stock | 1,600 | 0.00 | — | 24,244 | — | ↗ |
| 2024-03-20 | Shaeff Julie | Officer | A-Award | A | Common Stock | 668 | 0.00 | — | 19,055 | — | ↗ |
| 2024-03-20 | Reed Terrence | Officer | A-Award | A | Common Stock | 636 | 0.00 | — | 4,086 | — | ↗ |
| 2024-03-20 | Lane Brian E. | Director / Officer | A-Award | A | Common Stock | 7,174 | 0.00 | — | 235,100 | — | ↗ |
| 2024-03-20 | Howell Laura Finley | Officer | A-Award | A | Common Stock | 1,095 | 0.00 | — | 8,060 | — | ↗ |
| 2024-03-20 | GEORGE WILLIAM III | Officer | A-Award | A | Common Stock | 2,266 | 0.00 | — | 61,237 | — | ↗ |
| 2024-03-11 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 3,000 | 299.96 | 899.9K | 13,787 | — | ↗ |
| 2024-03-05 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 3,800 | 316.60 | 1.20M | 43,741 | — | ↗ |
| 2024-03-04 | GEORGE WILLIAM III | Officer | G-Gift | D | Common Stock | 3,500 | 0.00 | — | 58,971 | — | ↗ |
| 2024-03-04 | BULLS HERMAN E | Director | S-Sale | D | Common Stock | 3,500 | 319.95 | 1.12M | 40,734 | — | ↗ |
| 2024-03-01 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 16,000 | 312.13 | 4.99M | 227,926 | — | ↗ |
| 2024-03-01 | BULLS HERMAN E | Director | G-Gift | D | Common Stock | 3,100 | 0.00 | — | 44,234 | — | ↗ |
| 2024-02-26 | Trent T McKenna | Officer | S-Sale | D | Common Stock | 14,185 | 278.55 | 3.95M | 22,644 | — | ↗ |
| 2024-02-26 | Tang Vance W | Director | S-Sale | D | Common Stock | 10,000 | 283.00 | 2.83M | 12,770 | — | ↗ |
| 2024-02-26 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 1,200 | 283.17 | 339.8K | 11,038 | — | ↗ |
| 2024-02-26 | GEORGE WILLIAM III | Officer | S-Sale | D | Common Stock | 8,429 | 278.95 | 2.35M | 62,471 | — | ↗ |
| 2023-12-11 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 3,000 | 193.40 | 580.2K | 16,787 | — | ↗ |
| 2023-12-06 | Hardy Rhoman J | Director | P-Purchase | A | Common Stock | 133 | 188.18 | 25.0K | 1,287 | — | ↗ |
| 2023-11-28 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 153 | 0.00 | — | 119,912 | — | ↗ |
| 2023-11-14 | Hardy Rhoman J | Director | A-Award | A | Common Stock | 503 | 0.00 | — | 503 | — | ↗ |
| 2023-11-14 | GEORGE WILLIAM III | Officer | A-Award | A | Common Stock | 25,000 | 0.00 | — | 70,900 | — | ↗ |
| 2023-11-09 | SANDBROOK WILLIAM J | Director | S-Sale | D | Common Stock | 5,000 | 185.19 | 925.9K | 13,026 | — | ↗ |
| 2023-10-31 | Tang Vance W | Director | S-Sale | D | Common Stock | 2,288 | 182.50 | 417.6K | 22,770 | — | ↗ |
| 2023-10-01 | Hardy Rhoman J | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-09-12 | SANDBROOK WILLIAM J | Director | S-Sale | D | Common Stock | 7,500 | 187.52 | 1.41M | 18,026 | — | ↗ |
| 2023-09-11 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 3,000 | 187.66 | 563.0K | 19,787 | — | ↗ |
| 2023-09-07 | Howell Laura Finley | Officer | S-Sale | D | Common Stock | 1,350 | 187.59 | 253.3K | 6,965 | — | ↗ |
| 2023-08-31 | MYERS FRANKLIN | Director | S-Sale | D | Common Stock | 30,000 | 184.85 | 5.55M | 120,065 | — | ↗ |
| 2023-08-29 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 33,600 | 183.15 | 6.15M | 243,926 | — | ↗ |
| 2023-08-28 | Lane Brian E. | Director / Officer | S-Sale | D | Common Stock | 6,400 | 181.29 | 1.16M | 277,526 | — | ↗ |
| 2023-08-21 | BULLS HERMAN E | Director | G-Gift | D | Common Stock | 5,900 | 0.00 | — | 47,334 | — | ↗ |
| 2023-08-08 | Tang Vance W | Director | S-Sale | D | Common Stock | 1,844 | 182.00 | 335.6K | 25,058 | — | ↗ |
| 2023-08-08 | Shaeff Julie | Officer | S-Sale | D | Common Stock | 5,286 | 180.79 | 955.6K | 18,387 | — | ↗ |
| 2023-08-04 | ANDERSON DARCY | Director | G-Gift | D | Common Stock | 1,187 | 0.00 | — | 47,541 | — | ↗ |
| 2023-06-12 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 3,000 | 159.94 | 479.8K | 22,787 | — | ↗ |
| 2023-05-22 | MYERS FRANKLIN | Director | G-Gift | D | Common Stock | 336 | 0.00 | — | 150,729 | — | ↗ |
| 2023-05-16 | Wallis-Lage Cindy L. | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 4,873 | — | ↗ |
| 2023-05-16 | Tang Vance W | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 26,902 | — | ↗ |
| 2023-05-16 | Skidmore Constance Ellen | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 25,787 | — | ↗ |
| 2023-05-16 | SANDBROOK WILLIAM J | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 25,526 | — | ↗ |
| 2023-05-16 | Mercado, Pablo G. | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 12,238 | — | ↗ |
| 2023-05-16 | MYERS FRANKLIN | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 151,065 | — | ↗ |
| 2023-05-16 | BULLS HERMAN E | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 53,234 | — | ↗ |
| 2023-05-16 | ANDERSON DARCY | Director | A-Award | A | Common Stock | 1,065 | 0.00 | — | 48,728 | — | ↗ |
| 2023-04-03 | Trent T McKenna | Officer | F-InKind | D | Common Stock | 631 | 146.44 | 92.4K | 36,829 | — | ↗ |
| 2023-04-03 | Shaeff Julie | Officer | F-InKind | D | Common Stock | 374 | 146.44 | 54.8K | 23,673 | — | ↗ |
| 2023-04-03 | Reed Terrence | Officer | F-InKind | D | Common Stock | 241 | 146.44 | 35.3K | 3,450 | — | ↗ |
| 2023-04-03 | Lane Brian E. | Director / Officer | F-InKind | D | Common Stock | 1,880 | 146.44 | 275.3K | 288,981 | — | ↗ |
| 2023-04-03 | Howell Laura Finley | Officer | F-InKind | D | Common Stock | 255 | 146.44 | 37.3K | 8,315 | — | ↗ |
| 2023-04-03 | GEORGE WILLIAM III | Officer | F-InKind | D | Common Stock | 1,125 | 146.44 | 164.7K | 45,900 | — | ↗ |
| 2023-03-21 | Trent T McKenna | Officer | F-InKind | D | Common Stock | 1,100 | 141.22 | 155.3K | 38,276 | — | ↗ |
| 2023-03-21 | Shaeff Julie | Officer | A-Award | A | Common Stock | 1,104 | 0.00 | — | 23,378 | — | ↗ |
| 2023-03-21 | Reed Terrence | Officer | A-Award | A | Common Stock | 941 | 0.00 | — | 3,811 | — | ↗ |
| 2023-03-21 | Lane Brian E. | Director / Officer | A-Award | A | Common Stock | 11,529 | 0.00 | — | 282,647 | — | ↗ |
| 2023-03-21 | Howell Laura Finley | Officer | A-Award | A | Common Stock | 1,504 | 0.00 | — | 8,302 | — | ↗ |
| 2023-03-21 | GEORGE WILLIAM III | Officer | A-Award | A | Common Stock | 3,810 | 0.00 | — | 45,248 | — | ↗ |
| 2023-03-10 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 3,000 | 143.03 | 429.1K | 24,722 | — | ↗ |
| 2023-02-27 | Tang Vance W | Director | G-Gift | D | Common Stock | 230 | 0.00 | — | 25,837 | — | ↗ |
| 2022-12-12 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 3,000 | 120.27 | 360.8K | 27,722 | — | ↗ |
| 2022-11-28 | Wallis-Lage Cindy L. | Director | P-Purchase | A | Common Stock | 4 | 127.69 | 571.20 | 3,812 | — | ↗ |
| 2022-11-14 | GEORGE WILLIAM III | Director / Officer | G-Gift | D | Common Stock | 993 | 0.00 | — | 41,438 | — | ↗ |
| 2022-11-11 | MYERS FRANKLIN | Director | S-Sale | D | Common Stock | 25,000 | 122.84 | 3.07M | 150,000 | — | ↗ |
| 2022-11-11 | GEORGE WILLIAM III | Director / Officer | S-Sale | D | Common Stock | 7,500 | 125.37 | 940.3K | 42,431 | — | ↗ |
| 2022-11-10 | BULLS HERMAN E | Director | S-Sale | D | Common Stock | 8,500 | 123.00 | 1.05M | 52,169 | — | ↗ |
| 2022-11-01 | Trent T McKenna | Director / Officer | M-Exempt | A | Common Stock | 310 | 42.50 | 13.2K | 38,228 | — | ↗ |
| 2022-10-31 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 410 | 122.28 | 50.1K | 11,173 | — | ↗ |
| 2022-10-31 | ANDERSON DARCY | Director | S-Sale | D | Common Stock | 10,000 | 121.70 | 1.22M | 47,663 | — | ↗ |
| 2022-10-28 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 415 | 121.38 | 50.4K | 11,583 | — | ↗ |
| 2022-09-12 | Skidmore Constance Ellen | Director | S-Sale | D | Common Stock | 3,000 | 103.39 | 310.2K | 30,722 | — | ↗ |
| 2022-08-18 | MYERS FRANKLIN | Director | S-Sale | D | Common Stock | 10,000 | 105.94 | 1.06M | 175,000 | — | ↗ |
| 2022-08-16 | Lane Brian E. | Director | S-Sale | D | Common Stock | 10,211 | 106.99 | 1.09M | 271,118 | — | ↗ |
| 2022-08-11 | BULLS HERMAN E | Director | S-Sale | D | Common Stock | 8,000 | 103.44 | 827.5K | 60,669 | — | ↗ |
| 2022-08-01 | Shaeff Julie | Director / Officer | M-Exempt | A | Common Stock | 3,420 | 30.36 | 103.8K | 27,791 | — | ↗ |
| 2022-08-01 | GEORGE WILLIAM III | Director / Officer | S-Sale | D | Common Stock | 16,371 | 104.23 | 1.71M | 49,931 | — | ↗ |
| 2022-07-29 | Mercado, Pablo G. | Director | S-Sale | D | Common Stock | 2,475 | 101.43 | 251.0K | 11,998 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Brian Lane President and Chief Executive Officer | 1.25M | — | 6.25M | — | 3.10M | 24.9K | 10.62M | 58.84% | ↗ |
| 2 | 2025 | William George Executive Vice President and Chief Financial Officer | 775.0K | — | 1.55M | — | 1.54M | 12.7K | 3.88M | 39.93% | ↗ |
| 3 | 2025 | Trent McKenna Executive Vice President and Chief Operating Officer | 725.0K | — | 1.45M | — | 1.40M | 10.6K | 3.59M | 40.40% | ↗ |
| 4 | 2025 | Laura Howell Senior Vice President, General Counsel, and Secretary | 575.0K | — | 862.4K | — | 852.7K | 9.3K | 2.30M | 37.51% | ↗ |
| 5 | 2025 | Terrence Reed Senior Vice President and Chief Human Resources Officer | 450.0K | — | 472.2K | — | 667.3K | 11.6K | 1.60M | 29.49% | ↗ |
| 6 | 2024 | Brian Lane President and Chief Executive Officer | 1.10M | — | 4.51M | — | 2.54M | 25.9K | 8.18M | 55.15% | ↗ |
| 7 | 2024 | William George Executive Vice President and Chief Financial Officer | 750.0K | — | 1.42M | — | 1.47M | 13.7K | 3.66M | 38.94% | ↗ |
| 8 | 2024 | Trent McKenna Executive Vice President and Chief Operating Officer | 575.0K | — | 1.01M | — | 1.07M | 11.6K | 2.66M | 37.78% | ↗ |
| 9 | 2024 | Laura Howell Senior Vice President, General Counsel, and Secretary | 475.0K | — | 688.5K | — | 684.0K | 9.3K | 1.86M | 37.08% | ↗ |
| 10 | 2024 | Julie Shaeff Senior Vice President and Chief Accounting Officer | 400.0K | — | 420.0K | — | 586.0K | 10.7K | 1.42M | 29.64% | ↗ |
| 11 | 2023 | William George Executive Vice President and Chief Financial Officer | 633.0K | — | 6.12M | — | 1.23M | 11.1K | 7.99M | 76.53% | ↗ |
| 12 | 2023 | Brian Lane President and Chief Executive Officer | 1.00M | — | 3.26M | — | 2.35M | 22.4K | 6.64M | 49.08% | ↗ |
| 13 | 2023 | Trent McKenna Executive Vice President and Chief Operating Officer | 506.0K | — | 733.6K | — | 951.3K | 9.4K | 2.20M | 33.34% | ↗ |
| 14 | 2023 | Laura Howell Senior Vice President, General Counsel, and Secretary | 425.0K | — | 424.9K | — | 621.6K | 9.3K | 1.48M | 28.69% | ↗ |
| 15 | 2023 | Julie Shaeff Senior Vice President and Chief Accounting Officer | 367.0K | — | 311.9K | — | 543.2K | 10.5K | 1.23M | 25.30% | ↗ |
| 16 | 2022 | Brian Lane President and Chief Executive Officer | 871.2K | 87.1K | 2.61M | — | 1.79M | 20.3K | 5.39M | 48.52% | ↗ |
| 17 | 2022 | William George Executive Vice President and Chief Financial Officer | 550.0K | 55.0K | 879.9K | — | 948.0K | 10.6K | 2.44M | 36.01% | ↗ |
| 18 | 2022 | Trent McKenna Executive Vice President and Chief Operating Officer | 440.0K | 44.0K | 572.0K | — | 757.3K | 8.5K | 1.82M | 31.40% | ↗ |
| 19 | 2022 | Laura Howell Senior Vice President, General Counsel, and Secretary | 350.0K | 35.0K | 279.9K | — | 455.0K | 8.1K | 1.13M | 24.81% | ↗ |
| 20 | 2022 | Julie Shaeff Senior Vice President and Chief Accounting Officer | 333.0K | 33.3K | 266.4K | — | 432.9K | 9.0K | 1.07M | 24.79% | ↗ |
| 21 | 2021 | Brian Lane, President and Chief Executive Officer | 792.0K | — | 2.38M | — | 1.32M | 13.4K | 4.50M | 52.76% | ↗ |
| 22 | 2021 | Brian Lane President and Chief Executive Officer | 792.0K | — | 2.38M | — | 1.32M | 13.4K | 4.50M | 52.76% | ↗ |
| 23 | 2021 | William George, Executive Vice President and Chief Financial Officer | 500.0K | — | 799.9K | — | 696.2K | 9.9K | 2.01M | 39.88% | ↗ |
| 24 | 2021 | William George Executive Vice President and Chief Financial Officer | 500.0K | — | 799.9K | — | 696.2K | 9.9K | 2.01M | 39.88% | ↗ |
| 25 | 2021 | Trent McKenna Executive Vice President and Chief Operating Officer | 400.0K | — | 459.9K | — | 557.0K | 8.4K | 1.43M | 32.27% | ↗ |
| 26 | 2021 | Trent McKenna, Executive Vice President and Chief Operating Officer | 400.0K | — | 459.9K | — | 557.0K | 8.4K | 1.43M | 32.27% | ↗ |
| 27 | 2021 | Julie Shaeff Senior Vice President and Chief Accounting Officer | 317.0K | — | 253.6K | — | 341.4K | 9.0K | 920.9K | 27.53% | ↗ |
| 28 | 2021 | Julie Shaeff, Senior Vice President and Chief Accounting Officer | 317.0K | — | 253.6K | — | 341.4K | 9.0K | 920.9K | 27.53% | ↗ |
| 29 | 2021 | Laura Howell Senior Vice President, General Counsel, and Secretary | 300.0K | — | 225.0K | — | 269.6K | 7.5K | 802.2K | 28.05% | ↗ |
| 30 | 2021 | Laura Howell, Senior Vice President, General Counsel, and Secretary | 300.0K | — | 225.0K | — | 269.6K | 7.5K | 802.2K | 28.05% | ↗ |
| 31 | 2020 | Brian Lane, President and Chief Executive Officer | 765.0K | — | 1.91M | — | 1.37M | 13.2K | 4.06M | 47.11% | ↗ |
| 32 | 2020 | Brian Lane President and Chief Executive Officer | 765.0K | — | 1.91M | — | 1.37M | 13.2K | 4.06M | 47.11% | ↗ |
| 33 | 2020 | William George Executive Vice President and Chief Financial Officer | 483.0K | — | 724.5K | — | 748.7K | 9.6K | 1.97M | 36.86% | ↗ |
| 34 | 2020 | William George, Executive Vice President and Chief Financial Officer | 483.0K | — | 724.5K | — | 748.7K | 9.6K | 1.97M | 36.86% | ↗ |
| 35 | 2020 | Julie Shaeff Senior Vice President and Chief Accounting Officer | 307.0K | — | 245.6K | — | 346.9K | 8.4K | 907.9K | 27.05% | ↗ |
| 36 | 2020 | Julie Shaeff, Senior Vice President and Chief Accounting Officer | 307.0K | — | 245.6K | — | 346.9K | 8.4K | 907.9K | 27.05% | ↗ |
| 37 | 2020 | Terrence Young, Senior Vice President of Service | 258.0K | — | 193.5K | — | 276.3K | 7.3K | 735.0K | 26.32% | ↗ |
| 38 | 2020 | Laura Howell, Vice President and General Counsel | 265.0K | — | 159.0K | — | 206.0K | 7.2K | 637.2K | 24.95% | ↗ |
| 39 | 2020 | Laura Howell Senior Vice President, General Counsel, and Secretary | 265.0K | — | 159.0K | — | 206.0K | 7.2K | 637.2K | 24.95% | ↗ |
| 40 | 2020 | Laura Howell, Senior Vice President, General Counsel, and Secretary | 265.0K | — | 159.0K | — | 206.0K | 7.2K | 637.2K | 24.95% | ↗ |
| 41 | 2019 | Brian Lane, President and Chief Executive Officer | 740.0K | — | 1.85M | — | 819.7K | 13.1K | 3.42M | 54.05% | ↗ |
| 42 | 2019 | William George, Executive Vice President and Chief Financial Officer | 468.5K | — | 702.7K | — | 505.5K | 8.4K | 1.69M | 41.70% | ↗ |
| 43 | 2019 | Julie Shaeff, Senior Vice President and Chief Accounting Officer | 297.5K | — | 238.0K | — | 203.6K | 8.1K | 747.2K | 31.85% | ↗ |
| 44 | 2019 | Terrence Young, Senior Vice President of Service | 250.0K | — | 187.5K | — | 184.8K | 7.9K | 630.2K | 29.75% | ↗ |
| 45 | 2019 | Laura Howell, Vice President and General Counsel | 240.0K | — | 120.0K | — | 115.1K | 7.4K | 482.4K | 24.86% | ↗ |
| 46 | 2019 | Laura Howell, Senior Vice President, General Counsel, and Secretary | 240.0K | — | 120.0K | — | 115.1K | 7.4K | 482.4K | 24.86% | ↗ |
| 47 | 2018 | Brian Lane, President and Chief Executive Officer | 715.0K | — | 1.00M | 429.0K | 1.18M | 12.8K | 3.34M | 42.85% | ↗ |
| 48 | 2018 | William George, Executive Vice President and Chief Financial Officer | 451.0K | — | 441.9K | 189.4K | 690.0K | 8.7K | 1.78M | 35.45% | ↗ |
| 49 | 2018 | Trent McKenna, Senior Vice President, General Counsel, and Secretary | 361.5K | — | 253.0K | 108.4K | 409.4K | 8.1K | 1.14M | 31.69% | ↗ |
| 50 | 2018 | Julie Shaeff, Senior Vice President and Chief Accounting Officer | 286.5K | — | 150.4K | 64.5K | 281.5K | 8.1K | 791.0K | 27.16% | ↗ |
| 51 | 2017 | Brian E. Lane, President and Chief Executive Officer | 670.0K | — | 703.5K | 301.5K | 775.9K | 12.1K | 2.46M | 40.80% | ↗ |
| 52 | 2017 | Brian Lane, President and Chief Executive Officer | 670.0K | — | 703.5K | 301.5K | 775.9K | 12.1K | 2.46M | 40.80% | ↗ |
| 53 | 2017 | William George, Executive Vice President and Chief Financial Officer | 426.0K | — | 417.5K | 178.9K | 410.4K | 8.2K | 1.44M | 41.39% | ↗ |
| 54 | 2017 | James Mylett, Former Senior Vice President—Service | 30.0K | — | — | — | — | 1.13M | 1.16M | 0.00% | ↗ |
| 55 | 2017 | Trent T. McKenna, Senior Vice President, General Counsel, and Secretary | 351.0K | — | 245.7K | 105.3K | 285.6K | 7.8K | 995.4K | 35.26% | ↗ |
| 56 | 2017 | Trent McKenna, Senior Vice President, General Counsel, and Secretary | 351.0K | — | 245.7K | 105.3K | 285.6K | 7.8K | 995.4K | 35.26% | ↗ |
| 57 | 2017 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 278.1K | — | 146.0K | 62.6K | 209.7K | 8.1K | 704.4K | 29.61% | ↗ |
| 58 | 2017 | Julie Shaeff, Senior Vice President and Chief Accounting Officer | 278.1K | — | 146.0K | 62.6K | 209.7K | 8.1K | 704.4K | 29.61% | ↗ |
| 59 | 2016 | Brian E. Lane, President and Chief Executive Officer | 625.0K | — | 656.2K | 281.2K | 673.4K | 10.2K | 2.25M | 41.74% | ↗ |
| 60 | 2016 | Brian Lane, President and Chief Executive Officer | 625.0K | — | 656.2K | 281.2K | 673.4K | 10.2K | 2.25M | 41.74% | ↗ |
| 61 | 2016 | William George, Executive Vice President and Chief Financial Officer | 400.0K | — | 392.0K | 168.0K | 375.9K | 8.2K | 1.34M | 41.66% | ↗ |
| 62 | 2016 | Trent T. McKenna, Senior Vice President, General Counsel, and Secretary | 340.0K | — | 238.0K | 102.0K | 247.6K | 7.6K | 935.1K | 36.35% | ↗ |
| 63 | 2016 | Trent McKenna, Senior Vice President, General Counsel, and Secretary | 340.0K | — | 238.0K | 102.0K | 247.6K | 7.6K | 935.1K | 36.35% | ↗ |
| 64 | 2016 | James Mylett, Former Senior Vice President— Service | 350.0K | — | 245.0K | 105.0K | — | 7.9K | 707.8K | 49.44% | ↗ |
| 65 | 2016 | James Mylett, Former Senior Vice President—Service | 350.0K | — | 245.0K | 105.0K | — | 7.9K | 707.8K | 49.44% | ↗ |
| 66 | 2016 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 270.0K | — | 141.7K | 60.7K | 178.7K | 7.9K | 659.0K | 30.72% | ↗ |
| 67 | 2016 | Julie Shaeff, Senior Vice President and Chief Accounting Officer | 270.0K | — | 141.7K | 60.7K | 178.7K | 7.9K | 659.0K | 30.72% | ↗ |
| 68 | 2015 | Brian E. Lane, President and Chief Executive Officer | 585.0K | — | 614.2K | 218.7K | 880.4K | 10.2K | 2.31M | 36.08% | ↗ |
| 69 | 2015 | William George, Executive Vice President and Chief Financial Officer | 382.0K | — | 374.4K | 133.3K | 582.9K | 8.2K | 1.48M | 34.28% | ↗ |
| 70 | 2015 | James Mylett, Senior Vice President— Service | 310.0K | — | 217.0K | 77.3K | 378.6K | 7.8K | 990.6K | 29.70% | ↗ |
| 71 | 2015 | James Mylett, Former Senior Vice President—Service | 310.0K | — | 217.0K | 77.3K | 378.6K | 7.8K | 990.6K | 29.70% | ↗ |
| 72 | 2015 | James Mylett, Former Senior Vice President— Service | 310.0K | — | 217.0K | 77.3K | 378.6K | 7.8K | 990.6K | 29.70% | ↗ |
| 73 | 2015 | Trent T. McKenna, Senior Vice President, General Counsel, and Secretary | 323.0K | — | 226.1K | 80.5K | 296.6K | 7.6K | 933.9K | 32.83% | ↗ |
| 74 | 2015 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 255.0K | — | 133.9K | 47.7K | 228.5K | 7.8K | 672.8K | 26.98% | ↗ |
| 75 | 2014 | Brian E. Lane, President and Chief Executive Officer | 515.0K | — | 540.8K | 248.7K | 161.7K | 9.7K | 1.48M | 53.49% | ↗ |
| 76 | 2014 | William George, Executive Vice President and Chief Financial Officer | 370.8K | — | 363.4K | 167.1K | 151.6K | 7.9K | 1.06M | 50.01% | ↗ |
| 77 | 2014 | James Mylett, Senior Vice President— Service | 300.0K | 200.0K | 210.0K | 96.6K | — | 7.7K | 814.3K | 37.65% | ↗ |
| 78 | 2014 | James Mylett, Former Senior Vice President— Service | 300.0K | 200.0K | 210.0K | 96.6K | — | 7.7K | 814.3K | 37.65% | ↗ |
| 79 | 2014 | Trent T. McKenna, Senior Vice President, General Counsel, and Secretary | 293.6K | — | 205.5K | 94.5K | 72.0K | 7.6K | 673.1K | 44.57% | ↗ |
| 80 | 2014 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 247.2K | — | 129.8K | 59.7K | 60.6K | 7.6K | 504.9K | 37.53% | ↗ |
| 81 | 2013 | Brian E. Lane, President and Chief Executive Officer | 500.0K | — | 525.0K | 225.0K | 546.2K | 9.3K | 1.81M | 41.54% | ↗ |
| 82 | 2013 | William George, Executive Vice President and Chief Financial Officer | 360.0K | — | 352.8K | 151.2K | 411.5K | 7.6K | 1.28M | 39.28% | ↗ |
| 83 | 2013 | Trent T. McKenna, Senior Vice President, General Counsel, and Secretary | 285.0K | — | 199.5K | 85.5K | 184.1K | 7.3K | 761.4K | 37.43% | ↗ |
| 84 | 2013 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 240.0K | — | 126.0K | 54.0K | 152.8K | 7.3K | 580.1K | 31.03% | ↗ |
| 85 | 2013 | James Mylett, Senior Vice President— Service | 72.4K | 200.0K | — | — | — | 1.4K | 273.8K | 0.00% | ↗ |
| 86 | 2012 | Brian E. Lane, President and Chief Executive Officer | 500.0K | — | 525.0K | 218.6K | 374.0K | 9.3K | 1.63M | 45.71% | ↗ |
| 87 | 2012 | William George, Executive Vice President and Chief Financial Officer | 360.0K | — | 352.8K | 146.9K | 269.3K | 7.6K | 1.14M | 43.97% | ↗ |
| 88 | 2012 | Trent T. McKenna, Vice President, General Counsel, and Secretary | 273.8K | — | 199.5K | 83.1K | 133.6K | 7.2K | 697.1K | 40.54% | ↗ |
| 89 | 2012 | Trent T. McKenna, Senior Vice President, General Counsel, and Secretary | 273.8K | — | 199.5K | 83.1K | 133.6K | 7.2K | 697.1K | 40.54% | ↗ |
| 90 | 2012 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 240.0K | — | 126.0K | 52.5K | 117.1K | 7.3K | 542.9K | 32.87% | ↗ |
| 91 | 2011 | William F. Murdy, Chairman of the Board (former Chief Executive Officer) | 600.0K | 1.00M | 675.0K | 204.4K | 60.0K | 35.4K | 2.57M | 34.15% | ↗ |
| 92 | 2011 | Brian E. Lane, President and Chief Executive Officer | 375.0K | — | 351.6K | 106.5K | 37.5K | 118.2K | 988.8K | 46.32% | ↗ |
| 93 | 2011 | William George, Executive Vice President and Chief Financial Officer | 340.0K | — | 318.7K | 96.5K | 34.0K | 7.5K | 796.8K | 52.12% | ↗ |
| 94 | 2011 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 215.0K | — | 120.9K | 36.6K | 43.0K | 7.2K | 422.7K | 37.27% | ↗ |
| 95 | 2011 | Trent T. McKenna, Vice President, General Counsel, and Secretary | 215.0K | — | 120.9K | 36.6K | 43.0K | 6.9K | 422.5K | 37.29% | ↗ |
| 96 | 2011 | Trent T. McKenna, Senior Vice President, General Counsel, and Secretary | 215.0K | — | 120.9K | 36.6K | 43.0K | 6.9K | 422.5K | 37.29% | ↗ |
| 97 | 2010 | William F. Murdy, Chairman of the Board and Chief Executive Officer | 579.0K | 250.0K | 901.4K | 200.8K | 198.2K | 35.2K | 2.16M | 50.92% | ↗ |
| 98 | 2010 | William F. Murdy, Chairman of the Board (former Chief Executive Officer) | 579.0K | 250.0K | 901.4K | 200.8K | 198.2K | 35.2K | 2.16M | 50.92% | ↗ |
| 99 | 2010 | William George, Executive Vice President and Chief Financial Officer | 305.0K | — | 394.7K | 88.2K | 104.4K | 7.5K | 899.8K | 53.67% | ↗ |
| 100 | 2010 | Brian E. Lane, President and Chief Operating Officer | 302.8K | — | 285.9K | 88.2K | 103.7K | 37.6K | 818.2K | 45.72% | ↗ |
| 101 | 2010 | Brian E. Lane, President and Chief Executive Officer | 302.8K | — | 285.9K | 88.2K | 103.7K | 37.6K | 818.2K | 45.72% | ↗ |
| 102 | 2010 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 202.0K | — | 113.6K | 35.0K | 56.7K | 6.5K | 413.9K | 35.92% | ↗ |
| 103 | 2010 | Trent T. McKenna, Vice President, General Counsel, and Secretary | 202.0K | — | 113.6K | 35.0K | 56.7K | 5.9K | 413.3K | 35.97% | ↗ |
| 104 | 2009 | William F. Murdy, Chairman of the Board (former Chief Executive Officer) | 579.0K | — | 651.4K | 200.3K | 632.3K | 27.6K | 2.09M | 40.74% | ↗ |
| 105 | 2009 | William F. Murdy, Chairman of the Board and Chief Executive Officer | 579.0K | — | 651.4K | 200.3K | 632.3K | 27.6K | 2.09M | 40.74% | ↗ |
| 106 | 2009 | Thomas N. Tanner, Senior Regional Vice President | 305.0K | — | 285.9K | 87.9K | 333.1K | 260.8K | 1.27M | 29.38% | ↗ |
| 107 | 2009 | William George, Executive Vice President and Chief Financial Officer | 305.0K | — | 285.9K | 87.9K | 333.1K | 7.4K | 1.02M | 36.68% | ↗ |
| 108 | 2009 | Brian E. Lane, President and Chief Operating Officer | 273.0K | — | 255.9K | 78.7K | 298.1K | 37.5K | 943.2K | 35.48% | ↗ |
| 109 | 2009 | Brian E. Lane, President and Chief Executive Officer | 273.0K | — | 255.9K | 78.7K | 298.1K | 37.5K | 943.2K | 35.48% | ↗ |
| 110 | 2009 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 202.0K | — | 113.6K | 34.9K | 107.2K | 7.0K | 464.8K | 31.97% | ↗ |
| 111 | 2009 | Trent T. McKenna, Vice President, General Counsel, and Secretary | 187.0K | — | 102.4K | 31.5K | 99.2K | 5.5K | 425.6K | 31.45% | ↗ |
| 112 | 2008 | William F. Murdy, Chairman of the Board and Chief Executive Officer | 574.3K | — | 651.4K | 213.8K | 832.7K | 32.9K | 2.30M | 37.54% | ↗ |
| 113 | 2008 | Thomas N. Tanner, Executive Vice President — Corporate Development | 302.5K | — | 308.1K | 92.7K | 438.6K | 33.0K | 1.17M | 34.11% | ↗ |
| 114 | 2008 | Thomas N. Tanner, Senior Regional Vice President | 302.5K | — | 285.9K | 93.9K | 438.6K | 33.0K | 1.15M | 32.91% | ↗ |
| 115 | 2008 | William George, Executive Vice President and Chief Financial Officer | 302.5K | — | 285.9K | 93.9K | 438.6K | 7.0K | 1.13M | 33.67% | ↗ |
| 116 | 2008 | Brian E. Lane, President and Chief Operating Officer | 239.2K | — | 179.4K | 58.9K | 299.0K | 7.1K | 783.6K | 30.41% | ↗ |
| 117 | 2008 | Brian E. Lane, Executive Vice President and Chief Operating Officer | 239.2K | — | 139.8K | 56.7K | 299.0K | 7.1K | 741.7K | 26.49% | ↗ |
| 118 | 2008 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 200.3K | — | 113.6K | 37.3K | 130.2K | 5.8K | 487.1K | 30.98% | ↗ |
| 119 | 2008 | Trent T. McKenna, Vice President, General Counsel, and Secretary | 182.0K | — | 102.4K | 33.6K | 117.2K | 6.3K | 441.4K | 30.81% | ↗ |
| 120 | 2007 | William F. Murdy, Chairman of the Board and Chief Executive Officer | 551.3K | — | 630.0K | 233.0K | 499.6K | 22.4K | 1.94M | 44.57% | ↗ |
| 121 | 2007 | Thomas N. Tanner, Senior Regional Vice President | 267.9K | — | 276.6K | 102.3K | 262.8K | 31.3K | 940.9K | 40.27% | ↗ |
| 122 | 2007 | William George, Executive Vice President and Chief Financial Officer | 290.0K | — | 276.6K | 102.3K | 262.8K | 6.5K | 938.3K | 40.38% | ↗ |
| 123 | 2007 | Thomas N. Tanner, Executive Vice President — Corporate Development | 267.9K | — | 227.9K | 71.4K | 262.8K | 31.3K | 861.3K | 34.75% | ↗ |
| 124 | 2007 | Brian E. Lane, President and Chief Operating Officer | 230.0K | — | 172.5K | 63.8K | 216.4K | 6.6K | 689.4K | 34.28% | ↗ |
| 125 | 2007 | Brian E. Lane, Executive Vice President and Chief Operating Officer | 230.0K | — | 73.6K | 36.6K | 216.4K | 6.6K | 563.2K | 19.56% | ↗ |
| 126 | 2007 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 191.3K | — | 109.7K | 40.6K | 91.2K | 5.1K | 437.9K | 34.32% | ↗ |
| 127 | 2007 | Trent T. McKenna, Vice President, General Counsel, and Secretary | 168.8K | — | 98.4K | 36.4K | 80.5K | 6.3K | 390.4K | 34.54% | ↗ |
| 128 | 2006 | William F. Murdy, Chairman of the Board and Chief Executive Officer | 518.8K | — | 452.4K | — | 612.1K | 20.3K | 1.60M | 28.21% | ↗ |
| 129 | 2006 | Thomas N. Tanner, Executive Vice President — Corporate Development | 271.9K | — | 135.0K | 54.2K | 320.8K | 28.8K | 810.8K | 23.35% | ↗ |
| 130 | 2006 | Thomas N. Tanner, Executive Vice President and Chief Operating Officer | 271.9K | — | 135.0K | 54.2K | 320.8K | 28.8K | 808.8K | 23.40% | ↗ |
| 131 | 2006 | William George, Executive Vice President and Chief Financial Officer | 271.9K | — | 135.0K | 33.6K | 320.8K | 6.4K | 767.7K | 21.96% | ↗ |
| 132 | 2006 | Brian E. Lane, Executive Vice President and Chief Operating Officer | 210.0K | — | 23.4K | 20.4K | 254.7K | 6.3K | 514.8K | 8.50% | ↗ |
| 133 | 2006 | Julie S. Shaeff, Senior Vice President and Chief Accounting Officer | 177.5K | — | 44.2K | 23.5K | 99.4K | 4.5K | 349.1K | 19.39% | ↗ |
| 134 | 2006 | Trent T. McKenna, Vice President, General Counsel, and Secretary | 150.0K | — | 15.6K | 41.5K | 84.0K | 3.7K | 294.8K | 19.37% | ↗ |
| 135 | 2005 | William F. Murdy, Chairman of the Board, and Chief Executive Officer | 500.0K | 516.6K | — | — | — | 7.0K | 1.02M | 0.00% | ↗ |
| 136 | 2005 | William George, Executive Vice President and Chief Financial Officer | 256.3K | 271.2K | — | 30.0K | — | 7.0K | 564.4K | 5.32% | ↗ |
| 137 | 2005 | Thomas N. Tanner Executive Vice President and Chief Operating Officer | 256.3K | 264.8K | — | 30.0K | — | 7.0K | 558.0K | 5.38% | ↗ |
| 138 | 2005 | Julie S. Shaeff Senior Vice President, Chief Accounting Officer | 165.0K | 85.7K | — | 15.0K | — | 5.1K | 270.8K | 5.54% | ↗ |
| 139 | 2004 | William F. Murdy, Chairman of the Board, and Chief Executive Officer | 450.0K | 412.3K | 762.0K | — | — | 6.5K | 1.63M | 46.72% | ↗ |
| 140 | 2004 | J. Gordon Beittenmiller, Executive Vice President, Chief Financial Officer, Treasurer and Director | 262.5K | 240.5K | 381.0K | — | — | 5.2K | 889.2K | 42.85% | ↗ |
| 141 | 2004 | William George, Executive Vice President and Chief Financial Officer | 230.0K | 214.0K | 228.6K | — | — | 6.5K | 679.1K | 33.66% | ↗ |
| 142 | 2004 | William George, Senior Vice President and General Counsel | 230.0K | 214.0K | 228.6K | — | — | 6.5K | 679.1K | 33.66% | ↗ |
| 143 | 2004 | Thomas N. Tanner Executive Vice President and Chief Operating Officer | 222.5K | 205.9K | 228.6K | — | — | 6.5K | 663.5K | 34.45% | ↗ |
| 144 | 2004 | Thomas N. Tanner Senior Vice President and Chief Operating Officer | 222.5K | 205.9K | 228.6K | — | — | 6.5K | 663.5K | 34.45% | ↗ |
| 145 | 2004 | Julie S. Shaeff Senior Vice President, Chief Accounting Officer | 155.0K | 73.2K | 114.3K | — | — | 4.5K | 347.0K | 32.94% | ↗ |
| 146 | 2004 | Norman C. Chambers Former President, Chief Operating Officer and Director | 118.4K | 46.7K | — | — | — | 2.2K | 167.3K | 0.00% | ↗ |
| 147 | 2003 | Norman C. Chambers Former President, Chief Operating Officer and Director | 277.5K | 71.7K | 254.3K | 100.0K | — | — | 703.5K | 50.36% | ↗ |
| 148 | 2003 | William F. Murdy, Chairman of the Board, and Chief Executive Officer | 362.5K | 97.3K | — | — | — | 3.3K | 463.1K | 0.00% | ↗ |
| 149 | 2003 | Thomas N. Tanner Executive Vice President and Chief Operating Officer | 167.1K | 179.9K | — | 25.0K | — | 5.9K | 377.8K | 6.62% | ↗ |
| 150 | 2003 | Thomas N. Tanner Senior Vice President and Chief Operating Officer | 167.1K | 179.9K | — | 25.0K | — | 5.9K | 377.8K | 6.62% | ↗ |
| 151 | 2003 | Thomas N. Tanner Senior Vice President | 167.1K | 171.1K | — | 25.0K | — | 5.9K | 369.0K | 6.77% | ↗ |
| 152 | 2003 | Norman C. Chambers President, Chief Operating Officer and Director | 277.5K | 25.0K | — | — | — | — | 302.5K | 0.00% | ↗ |
| 153 | 2003 | J. Gordon Beittenmiller, Executive Vice President, Chief Financial Officer, Treasurer and Director | 231.3K | 63.9K | — | — | — | 2.0K | 297.2K | 0.00% | ↗ |
| 154 | 2003 | William George, Executive Vice President and Chief Financial Officer | 194.3K | 65.4K | — | 10.0K | — | 2.1K | 271.7K | 3.68% | ↗ |
| 155 | 2003 | William George, Senior Vice President and General Counsel | 194.3K | 65.4K | — | 10.0K | — | 2.1K | 271.7K | 3.68% | ↗ |
| 156 | 2003 | Julie S. Shaeff Senior Vice President, Chief Accounting Officer | 126.0K | 25.2K | — | 15.0K | — | 1.5K | 167.7K | 8.94% | ↗ |
| 157 | 2002 | William F. Murdy, Chairman of the Board, and Chief Executive Officer | 400.0K | 50.0K | 778.0K | — | — | 5.2K | 1.23M | 63.09% | ↗ |
| 158 | 2002 | Thomas N. Tanner Senior Vice President and Chief Operating Officer | 168.3K | 286.9K | — | 41.5K | — | 5.2K | 501.9K | 8.27% | ↗ |
| 159 | 2002 | Thomas N. Tanner Senior Vice President | 168.3K | 286.9K | — | 41.5K | — | 5.2K | 501.9K | 8.27% | ↗ |
| 160 | 2002 | Norman C. Chambers President, Chief Operating Officer and Director | 49.0K | — | 254.3K | 100.0K | — | — | 403.3K | 87.84% | ↗ |
| 161 | 2002 | J. Gordon Beittenmiller, Executive Vice President, Chief Financial Officer, Treasurer and Director | 250.0K | 40.0K | — | — | — | 3.8K | 293.8K | 0.00% | ↗ |
| 162 | 2002 | William George, Senior Vice President and General Counsel | 200.0K | 75.0K | — | — | — | 5.2K | 280.2K | 0.00% | ↗ |
| 163 | 2002 | Norman C. Chambers Former President, Chief Operating Officer and Director | 49.0K | — | — | — | — | — | 49.0K | 0.00% | ↗ |
| 164 | 2001 | William F. Murdy, Chairman of the Board, and Chief Executive Officer | 400.0K | 107.5K | — | 50.0K | — | 994.00 | 558.5K | 8.95% | ↗ |
| 165 | 2001 | J. Gordon Beittenmiller, Executive Vice President, Chief Financial Officer, Treasurer and Director | 250.0K | 80.5K | — | 20.0K | — | 3.5K | 354.0K | 5.65% | ↗ |
| 166 | 2001 | William George, Senior Vice President and General Counsel | 198.8K | 66.9K | — | 15.0K | — | 4.8K | 285.5K | 5.25% | ↗ |
| 167 | 2001 | Thomas N. Tanner Senior Vice President | 127.8K | 36.0K | — | — | — | 2.7K | 166.5K | 0.00% | ↗ |
Proxy statements
| Filing date | Form type | Filing |
|---|---|---|
| 2026-04-09 | DEF 14A | ↗ |
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brian E. Lane | CEO & Director | 4M | male |
| William George | Executive Vice President & Chief Financial Officer | 2M | male |
| Trent T. McKenna | President & COO | 2M | male |
| Laura Finley Howell | Senior Executive Advisor | 1M | female |
| Terrence Reed | Senior Vice President & Chief Human Resources Officer | 1M | male |
| Julie S. Shaeff | Senior Vice President & Chief Accounting Officer | 996.7K | female |
| Brian Evans | Regional President | 898.9K | — |
| R. Dean Tillison | Regional President | 898.9K | male |
| Rachel R. Eslicker | Senior Vice President, General Counsel & Secretary | — | female |
| Michael Goldberg | Vice President & Corporate Controller | — | — |
| Joseph Nichter Jr. | President of Comfort Systems USA Southwest | — | male |
| Byran Farris | Vice President of Risk Management & Treasury and Director of Integration | — | male |
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Community Opinion for FIX
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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