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Comfort Systems USA, Inc. (FIX)

USD1,768.61 +36.58 (+2.11%)
US NYSE S&P 500 Industrials Engineering & Construction
Address 9753 Katy Freeway 77024
Houston, TX, US
CEO Brian E. Lane
IPO 1997-06-27
CIK 1035983 ISIN US1999081045

Explore sections of this company profile

Description

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.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2025-12-22 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD1,768.61 +36.58 (+2.11%)
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Volume Profile
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Liquidity & share structure
Average Volume
447.7K
Beta
1.67
Float Shares
35.93M
Free Float %
102.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-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%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Buy
Price Targets & DCF
Current price
1,768.61
Low 1,800.00 +1.8%
Consensus 1,969.33 +11.3%
Median 1,996.50 +12.9%
High 2,200.00 +24.4%
DCF (Unlevered) 977.91 -44.7%
DCF (Levered) 1,500.22 -15.2%

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

Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 7 +1
Hold 1 -1
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
12.46
Safe zone
Piotroski F-Score
9 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.71) × ERP
WACC = 99% × Ke + 1% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 977.91 Current price: 1,768.61
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-27 UBS Buy Buy Maintain
2026-04-24 Keybanc Sector Weight Overweight Upgrade
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.60B
OE per share TTM
45.16
Owner's Yield
2.48%
Maintenance CapEx ratio
18.77%
Maint CapEx / Avg PPE
7.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1,222
Total invested
44.54B
Insider transactions (90d)
18
Beneficial owners (>5%)
30
Beneficial owners (>5%)
# 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1,222
+152 vs prev Q
New positions
243
Closed positions
98
Increased
683
Reduced
401
Put/Call ratio
1.44
Calls held
424.6K
Puts held
610.0K
Top institutional holders
# 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 591 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
0.30
Bearish
Ratio by volume
0.03
Bearish
Buys
9
Sells
30
Shares acquired
945.00
Shares disposed
31.1K
Cash buys
Cash sales
8.00
Net activity
-30,106
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-27 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

Top executives
EBIT / Employee
57.4K
Shares Outstanding
35.20M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-28 4
2026-05-22 4
2026-05-21 8-K
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-19 4
2026-05-19 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B
ENGINEERING & CONSTRUCTION
Rank: 34 out of 42
2011
E (Environmental)
49.0 / 70.1
Company / Sector avg.
S (Social)
61.0 / 74.0
Company / Sector avg.
G (Governance)
54.6 / 66.8
Company / Sector avg.
ESG Total
54.8 / 70.3
Company / Sector avg.
ESG Score History ENGINEERING & CONSTRUCTION
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-12-04 2026-01-08 Byron Donalds FL19 Spouse Purchase $1,001 - $15,000
2025-01-13 2025-02-14 Rob Bresnahan PA08 Joint Sale $1,001 - $15,000
2022-01-20 2022-02-07 Kurt Schrader OR05 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits