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General American Investors Company, Inc. (GAM)

USD64.24 -0.29 (-0.45%)
US NYSE Financial Services Asset Management
Address 530 Fifth Avenue 10036
New York, NY, US
CEO Jeffrey W. Priest
IPO 1980-03-17
CIK 40417 ISIN US3688021043

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Also trades on New York Stock Exchange · GAM (USD) New York Stock Exchange · GAM-PB (USD)
Description

General American Investors Company, Inc. is a publicly owned investment manager. The firm invests in the public equity markets of United States. It invests in growth stocks of companies. It makes investments in Information Technology, Financials, Consumer Staples, Consumer Discretionary, Retailing, Communication Services, Industrials, Health Care, Energy and Materials. The firm employs fundamental analysis with a bottom-up stock picking approach to make its investments. It conducts in-house research to make its investments. General American Investors Company, Inc. was founded in 1927 and is based in New York, New York.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD64.24 -0.29 (-0.45%)
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Volume Profile
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Liquidity & share structure
Average Volume
28.8K
Beta
0.82
Float Shares
21.11M
Free Float %
90.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.11% -0.64% -0.81% +3.46% +8.84% +8.85% +18.54% +61.97% +48.88% +103.02% +133.92%
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

Price Targets & DCF
Current price
64.24
DCF (Unlevered) 17.76 -72.4%

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)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
53.25
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C-
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
4 / 5
High
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Asset Management: +17.4%
    -34.9% Q2'25: -14.2% (vs Q2'24)
  • EPS growth Asset Management: +22.7%
    +89.3% Q2'25: +5.8% (vs Q2'24)
  • FCF margin FCF growth · Asset Management: +27.7%
    +207.4% Q2'25: +0.0% (vs Q2'24)
  • EBIT margin Asset Management: +50.6%
    +207.4% Q2'25: +47.4% (vs Q2'24)
  • ROIC Asset Management: +6.5%
    +19.3% Q2'25: +0.7% (vs Q2'24)
  • Share dilution Asset Management: +0.0%
    -25.9% Q2'25: -0.1% (vs Q2'24)
  • Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×
    0.01×
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.84) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 17.76 Current price: 64.24
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 2023
actual
Dec 2024
actual
Dec 2025
actual
Revenue
89.68M
est: 171.80M (-47.8%)
251.67M
est: 185.60M (+35.6%)
163.88M
est: 145.94M (+12.3%)
EBITDA
273.40M
est: 86.77M (+215.1%)
est: 100.55M (-100.0%)
339.93M
est: 79.06M (+329.9%)
EBIT
273.40M
est: 131.18M (+108.4%)
-157.0K
est: 148.46M (-100.1%)
339.84M
est: 116.73M (+191.1%)
Net Income
273.40M
245.46M
339.84M
SGA
14.98M
est: 10.13M (+48.0%)
5.48M
est: 10.49M (-47.7%)
5.51M
est: 8.25M (-33.2%)
EPS
16.93
10.11
20.46
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-27 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-26 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-22 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-21 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-20 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-19 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-18 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-15 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-14 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-13 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-12 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-11 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-08 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-07 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-06 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-05 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-04 C- 1/5 1/5 1/5 1/5 4/5 1/5 1/5
2026-05-01 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-30 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-29 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-28 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-27 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-24 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-23 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-22 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-21 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-20 C- 1/5 1/5 1/5 1/5 3/5 1/5 1/5
2026-04-17 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-16 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5
2026-04-15 D+ 1/5 1/5 1/5 1/5 2/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-1.58M
OE per share TTM
-0.07
Owner's Yield
-0.10%
Maintenance CapEx ratio
0.03%
Maint CapEx / Avg PPE
2.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
93
Total invested
449.33M
Insider transactions (90d)
2
Beneficial owners (>5%)
12
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 13-5098450) 1.65M 5.31% 1.37M 198.7K 1.45M 198.7K IV, IA Delaware 1996-02-09
2 Karpus Management, Inc., d/b/a Karpus Investment ManagementI.D. #16-1290558 1.51M 5.32% 1.51M IA New York 2016-03-01
3 Spencer Davidson 1.41M 5.68% 1.34M 70.4K 1.34M 10.00 IN or Place of Organization 2020-02-06
4 Lazard Asset Management LLC 1.30M 11.00% 1.30M 1.30M IA Delaware 2022-02-10
5 Boaz R. Weinstein 1.20M 5.13% 1.20M 1.20M IN 2024-10-28
6 Saba Capital Management GP, LLC 1.20M 5.13% 1.20M 1.20M OO 2024-10-28
7 Saba Capital Management, L.P. 1.20M 5.13% 1.20M 1.20M IA, PN 2024-10-28
8 13-5098450 912.6K 3.70% 912.6K 912.6K IV Delaware 2013-01-31
9 Epoch Investment Partners, Inc. 438.4K 5.76% 438.4K 438.4K CO Canada 2022-02-11
10 General American Investors Company, Inc. 281.4K 0.94% IV Delaware 2016-02-09
11 13G 0.00% CO Canada 2021-02-11
12 TD Asset Management Inc. 0.00% CO Canada 2022-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
93
+0 vs prev Q
New positions
8
Closed positions
8
Increased
32
Reduced
27
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 SABA CAPITAL MANAGEMENT, L.P. 2.09M +44.3K (+2.2%) 122.50M -4.5M (-3.5%) 12.99% +4.550 pp 3.64% +0.168 pp USD49.87 +17.8% 38 qtrs
2 LAZARD ASSET MANAGEMENT LLC 1.40M +78.5K (+6.0%) 82.08M +22.7K (+0.0%) 8.70% +3.251 pp 0.14% +0.029 pp USD34.06 +72.4% 51 qtrs
3 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 810.7K +75.3K (+10.2%) 47.61M +1.9M (+4.1%) 3.35% +0.311 pp 6.98% +0.028 pp USD37.84 +55.2% 51 qtrs
4 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 393.6K -4.2K (-1.1%) 23.12M -1.6M (-6.6%) 2.45% +0.807 pp 0.04% -0.002 pp USD42.77 +37.3% 17 qtrs
5 BULLDOG INVESTORS, LLP 297.0K -30.7K (-9.4%) 17.44M -2.9M (-14.4%) 1.85% +0.495 pp 3.88% -0.832 pp USD35.47 +65.6% 52 qtrs
6 NEVILLE RODIE & SHAW INC 294.1K +267.4K (+999.4%) 17.28M +15.6M (+938.2%) 1.83% +1.721 pp 1.22% +1.099 pp USD56.33 +4.3% 67 qtrs
7 1607 CAPITAL PARTNERS, LLC 277.5K -8.5K (-3.0%) 16.30M -1.5M (-8.4%) 1.15% -0.035 pp 1.11% -0.230 pp USD33.10 +77.4% 68 qtrs
8 COHEN & STEERS, INC. 270.0K +— (+0.0%) 15.86M -940.0K (-5.6%) 1.12% +0.000 pp 0.03% -0.002 pp USD45.36 +29.5% 26 qtrs
9 SIT INVESTMENT ASSOCIATES INC 232.7K -45.2K (-16.3%) 13.66M -3.6M (-21.0%) 0.96% -0.187 pp 0.27% -0.082 pp USD53.83 +9.1% 6 qtrs
10 ROYAL BANK OF CANADA 204.3K +7.4K (+3.7%) 12.00M -252.0K (-2.1%) 1.27% +0.458 pp 0.00% 0.000 pp USD44.83 +31.0% 51 qtrs
11 PATHSTONE HOLDINGS, LLC 174.1K -10.0K (-5.4%) 10.22M -1.2M (-10.7%) 1.08% +0.323 pp 0.04% -0.004 pp USD45.73 +28.4% 9 qtrs
12 ADVISORS ASSET MANAGEMENT, INC. 119.1K +21.6K (+22.2%) 6.99M +931.7K (+15.4%) 0.49% +0.090 pp 0.12% +0.015 pp USD54.65 +7.5% 6 qtrs
13 LEVIN CAPITAL STRATEGIES, L.P. 107.3K +— (+0.0%) 6.30M -373.5K (-5.6%) 0.44% +0.000 pp 0.54% -0.060 pp USD37.58 +56.3% 52 qtrs
14 MORGAN STANLEY 97.7K +5.6K (+6.1%) 5.74M +8.5K (+0.1%) 0.61% +0.228 pp 0.00% +0.000 pp USD39.71 +47.9% 51 qtrs
15 FIRST TRUST ADVISORS LP 39.0K +2.0K (+5.4%) 2.29M -12.2K (-0.5%) 0.24% +0.090 pp 0.00% +0.000 pp USD37.70 +55.8% 49 qtrs
16 CAPSTONE INVESTMENT ADVISORS, LLC 35.8K +— (+0.0%) 2.10M -124.7K (-5.6%) 0.22% +0.075 pp 0.00% +0.000 pp USD53.40 +10.0% 6 qtrs
17 STIFEL FINANCIAL CORP 34.9K -196.0 (-0.6%) 2.05M -133.5K (-6.1%) 0.14% -0.001 pp 0.00% 0.000 pp USD39.18 +49.9% 21 qtrs
18 WELLS FARGO & COMPANY/MN 33.3K +33.2K (+28,874.8%) 1.96M +1.9M (+27,270.3%) 0.21% +0.207 pp 0.00% +0.000 pp USD58.71 +0.0% 57 qtrs
19 CSS LLC/IL 33.3K -1.3K (-3.8%) 1.95M -198.2K (-9.2%) 0.14% -0.006 pp 0.09% -0.010 pp USD34.62 +69.6% 38 qtrs
20 BANK OF AMERICA CORP /DE/ 31.5K -6.0K (-16.0%) 1.85M -482.1K (-20.7%) 0.20% +0.041 pp 0.00% +0.000 pp USD41.61 +41.1% 52 qtrs
21 SHAKER FINANCIAL SERVICES, LLC 29.2K +29.2K (+100.0%) 1.71M +1.7M (+100.0%) 0.12% +0.121 pp 0.54% +0.543 pp USD58.73 +0.0% 4 qtrs
22 RAYMOND JAMES FINANCIAL INC 26.6K +1.3K (+5.2%) 1.56M -10.1K (-0.6%) 0.11% +0.006 pp 0.00% +0.000 pp USD51.27 +14.6% 5 qtrs
23 HIGHTOWER ADVISORS, LLC 25.2K +1.2K (+4.8%) 1.48M -16.0K (-1.1%) 0.10% +0.005 pp 0.00% 0.000 pp USD47.41 +23.9% 13 qtrs
24 GUGGENHEIM CAPITAL LLC 23.8K -1.2K (-5.0%) 1.40M -160.1K (-10.3%) 0.15% +0.045 pp 0.01% -0.001 pp USD44.46 +32.1% 19 qtrs
25 MRAZ, AMERINE & ASSOCIATES, INC. 22.1K -7.0 (0.0%) 1.30M -77.3K (-5.6%) 0.09% +0.000 pp 0.19% -0.021 pp USD32.93 +78.3% 57 qtrs
26 LPL FINANCIAL LLC 21.7K -3.2K (-12.8%) 1.27M -274.2K (-17.7%) 0.09% -0.013 pp 0.00% 0.000 pp USD53.02 +10.8% 8 qtrs
27 ALTIUM CAPITAL MANAGEMENT LP 20.8K +20.8K (+100.0%) 1.22M +1.2M (+100.0%) 0.09% +0.086 pp 4.84% +4.840 pp USD58.73 +0.0% 1 qtrs NEW
28 COMMONWEALTH EQUITY SERVICES, LLC 20.7K +890.0 (+4.5%) 1.22M -16.7K (-1.4%) 0.13% +0.047 pp 0.00% +0.000 pp USD47.28 +24.2% 8 qtrs
29 WALLER FINANCIAL PLANNING GROUP, INC 19.6K +19.6K (+100.0%) 1.15M +1.1M (+100.0%) 0.08% +0.081 pp 0.26% +0.255 pp USD58.73 +0.0% 1 qtrs NEW
30 CETERA INVESTMENT ADVISERS 16.8K +1.6K (+10.7%) 988.8K +43.0K (+4.5%) 0.10% +0.042 pp 0.00% +0.000 pp USD49.93 +17.6% 8 qtrs
31 OVERBROOK MANAGEMENT CORP 16.4K +— (+0.0%) 962.9K -57.1K (-5.6%) 0.07% +0.000 pp 0.17% -0.017 pp USD23.06 +154.7% 82 qtrs
32 MARINER, LLC 15.3K +7.4K (+94.0%) 898.9K +408.0K (+83.1%) 0.06% +0.031 pp 0.00% +0.000 pp USD49.88 +17.7% 14 qtrs
33 12.3K +12.3K (+100.0%) 720.6K +720.6K (+100.0%) 0.05% +0.051 pp 0.65% +0.645 pp USD58.73 +0.0% 1 qtrs NEW
34 JANNEY MONTGOMERY SCOTT LLC 12.1K +876.0 (+7.8%) 713.0K +12.0K (+1.7%) 0.05% +0.004 pp 0.00% +0.000 pp USD42.30 +38.8% 25 qtrs
35 JOEL ISAACSON & CO., LLC 11.3K +— (+0.0%) 665.8K -39.5K (-5.6%) 0.05% +0.000 pp 0.02% -0.004 pp USD50.37 +16.6% 4 qtrs
36 JANE STREET GROUP, LLC 10.6K +10.6K (+100.0%) 622.5K +622.5K (+100.0%) 0.07% +0.066 pp 0.00% +0.000 pp USD58.73 +0.0% 1 qtrs NEW
37 SAVANT CAPITAL, LLC 10.3K +1.0K (+10.9%) 603.5K +27.0K (+4.7%) 0.04% +0.004 pp 0.00% +0.000 pp USD41.81 +40.5% 12 qtrs
38 KING LUTHER CAPITAL MANAGEMENT CORP 10.2K -12.9K (-55.9%) 598.8K -839.2K (-58.4%) 0.04% -0.053 pp 0.00% -0.004 pp USD62.21 -5.6% 2 qtrs
39 UBS GROUP AG 9.6K +4.0K (+72.1%) 565.7K +217.6K (+62.5%) 0.06% +0.037 pp 0.00% +0.000 pp USD52.68 +11.5% 45 qtrs
40 C2P CAPITAL ADVISORY GROUP, LLC D.B.A. PROSPERITY CAPITAL ADVISORS 9.6K +— (+0.0%) 562.4K -33.3K (-5.6%) 0.04% +0.000 pp 0.03% -0.001 pp USD53.61 +9.6% 13 qtrs
41 UNCOMMON CENTS INVESTING LLC 9.3K +— (+0.0%) 546.6K -32.4K (-5.6%) 0.04% +0.000 pp 0.13% -0.012 pp USD34.37 +70.9% 33 qtrs
42 UNITED CAPITAL FINANCIAL ADVISERS, LLC 8.3K +8.3K (+100.0%) 490.1K +490.1K (+100.0%) 0.03% +0.035 pp 0.00% +0.003 pp USD58.73 +0.0% 1 qtrs NEW
43 BCS WEALTH MANAGEMENT 7.7K +3.9K (+100.0%) 454.1K +213.6K (+88.8%) 0.03% +0.016 pp 0.05% -0.008 pp USD60.47 -2.9% 2 qtrs
44 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 7.4K +366.0 (+5.2%) 434.0K -2.0K (-0.5%) 0.03% +0.002 pp 0.00% 0.000 pp USD36.07 +62.8% 14 qtrs
45 CORNERSTONE PLANNING, LLC 7.1K +7.1K (+100.0%) 419.1K +419.1K (+100.0%) 0.04% +0.044 pp 0.10% +0.097 pp USD58.73 +0.0% 1 qtrs NEW
46 ENVESTNET ASSET MANAGEMENT INC 7.0K +643.0 (+10.2%) 408.8K +15.8K (+4.0%) 0.04% +0.017 pp 0.00% +0.000 pp USD42.64 +37.7% 30 qtrs
47 PARK AVENUE SECURITIES LLC 6.9K +561.0 (+8.8%) 406.0K +11.0K (+2.8%) 0.03% +0.002 pp 0.00% +0.000 pp USD42.68 +37.6% 28 qtrs
48 COLONY GROUP, LLC 6.5K +1.1K (+21.2%) 384.1K +48.3K (+14.4%) 0.04% +0.018 pp 0.00% 0.000 pp USD61.60 -4.7% 2 qtrs
49 SAGESPRING WEALTH PARTNERS, LLC 6.4K +6.4K (+100.0%) 376.3K +376.3K (+100.0%) 0.03% +0.027 pp 0.01% +0.007 pp USD58.73 +0.0% 1 qtrs NEW
50 STOLPER CO 6.4K +534.0 (+9.1%) 375.0K +12.0K (+3.3%) 0.03% +0.002 pp 0.11% +0.001 pp USD44.74 +31.3% 18 qtrs
51 NIXON PEABODY TRUST CO 6.4K +6.4K (+100.0%) 373.2K +373.2K (+100.0%) 0.03% +0.026 pp 0.03% +0.028 pp USD58.73 +0.0% 1 qtrs NEW
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 6.0K +350.0 (+6.2%) 361.8K +1.8K (+0.5%) 0.03% +0.001 pp 0.00% 0.000 pp USD50.85 +15.5% 4 qtrs
53 FIRST MANHATTAN CO. LLC. 5.9K +1.2K (+24.8%) 348.3K +52.6K (+17.8%) 0.04% +0.017 pp 0.00% +0.000 pp USD44.22 +32.8% 51 qtrs
54 STRATOS WEALTH PARTNERS, LTD. 5.6K +513.0 (+10.2%) 326.8K +12.5K (+4.0%) 0.02% +0.002 pp 0.00% +0.000 pp USD36.36 +61.5% 44 qtrs
55 CAPTRUST FINANCIAL ADVISORS 5.2K +— (+0.0%) 306.8K -18.2K (-5.6%) 0.03% +0.011 pp 0.00% 0.000 pp USD35.11 +67.3% 15 qtrs
56 CAPITAL ANALYSTS, LLC 5.1K +501.0 (+10.9%) 300.0K +14.0K (+4.9%) 0.02% +0.002 pp 0.01% +0.001 pp USD61.87 -5.1% 2 qtrs
57 TOMPKINS FINANCIAL CORP 5.1K +501.0 (+10.9%) 299.7K +13.4K (+4.7%) 0.02% +0.002 pp 0.02% -0.001 pp USD51.19 +14.7% 4 qtrs
58 SCHRUM PRIVATE WEALTH MANAGEMENT LLC 5.1K +— (+0.0%) 297.3K -17.6K (-5.6%) 0.03% +0.011 pp 0.22% -0.011 pp USD47.66 +23.2% 11 qtrs
59 XTX TOPCO LTD 4.5K +4.5K (+100.0%) 266.9K +266.9K (+100.0%) 0.03% +0.028 pp 0.01% +0.007 pp USD58.73 +0.0% 1 qtrs NEW
60 SUSQUEHANNA INTERNATIONAL GROUP, LLP 4.4K +4.4K (+100.0%) 259.2K +259.2K (+100.0%) 0.03% +0.028 pp 0.00% +0.000 pp USD58.73 +0.0% 1 qtrs NEW
61 FRANKLIN RESOURCES INC 4.2K +4.2K (+100.0%) 248.4K +248.4K (+100.0%) 0.02% +0.018 pp 0.00% +0.000 pp USD58.73 +0.0% 1 qtrs NEW
62 MISSION WEALTH MANAGEMENT, LP 4.2K +— (+0.0%) 246.5K -14.6K (-5.6%) 0.02% +0.000 pp 0.00% 0.000 pp USD49.45 +18.8% 7 qtrs
63 MERCER GLOBAL ADVISORS INC /ADV 4.1K +41.0 (+1.0%) 239.1K -11.6K (-4.6%) 0.03% +0.009 pp 0.00% 0.000 pp USD53.64 +9.5% 6 qtrs
64 PROSPERA FINANCIAL SERVICES INC 4.0K +395.0 (+10.9%) 235.7K +10.6K (+4.7%) 0.02% +0.002 pp 0.00% +0.000 pp USD56.30 +4.3% 3 qtrs
65 ESSEX FINANCIAL SERVICES, INC. 4.0K +— (+0.0%) 235.5K -14.0K (-5.6%) 0.02% +0.000 pp 0.01% -0.002 pp USD53.61 +9.6% 6 qtrs
66 REGIONS FINANCIAL CORP 4.0K +393.0 (+10.9%) 235.1K +10.5K (+4.7%) 0.02% +0.002 pp 0.00% +0.000 pp USD56.30 +4.3% 3 qtrs
67 SNOWDEN CAPITAL ADVISORS LLC 3.8K +372.0 (+10.9%) 222.8K +9.9K (+4.7%) 0.02% +0.010 pp 0.01% 0.000 pp USD61.87 -5.1% 2 qtrs
68 VIRTU FINANCIAL LLC 3.7K +3.7K (+100.0%) 217.0K +217.0K (+100.0%) 0.02% +0.023 pp 0.01% +0.008 pp USD58.73 +0.0% 1 qtrs NEW
69 SEQUOIA FINANCIAL ADVISORS, LLC 3.6K +— (+0.0%) 209.3K -12.4K (-5.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD62.21 -5.6% 2 qtrs
70 ADVISOR GROUP HOLDINGS, INC. 3.5K -86.0 (-2.4%) 204.5K -15.5K (-7.1%) 0.02% +0.007 pp 0.00% +0.000 pp USD47.11 +24.7% 24 qtrs
71 CIBC PRIVATE WEALTH GROUP, LLC 3.4K +— (+0.0%) 201.9K -12.0K (-5.6%) 0.01% +0.000 pp 0.00% +0.000 pp USD46.59 +26.1% 8 qtrs
72 HARBOUR INVESTMENTS, INC. 3.0K +297.0 (+10.9%) 177.2K +7.9K (+4.7%) 0.01% +0.001 pp 0.00% 0.000 pp USD37.72 +55.7% 15 qtrs
73 BESSEMER GROUP INC 2.9K -466.0 (-13.7%) 173.0K -39.0K (-18.4%) 0.01% -0.002 pp 0.00% 0.000 pp USD33.76 +74.0% 37 qtrs
74 PNC FINANCIAL SERVICES GROUP, INC. 2.8K +273.0 (+10.9%) 163.0K +7.3K (+4.7%) 0.02% +0.007 pp 0.00% +0.000 pp USD38.87 +51.1% 51 qtrs
75 EVELYN PARTNERS INVESTMENT MANAGEMENT LLP 2.1K +— (+0.0%) 124.8K -7.4K (-5.6%) 0.01% +0.004 pp 0.00% 0.000 pp USD51.01 +15.1% 5 qtrs
76 EASTERN BANK 1.7K +— (+0.0%) 101.2K -6.0K (-5.6%) 0.01% +0.000 pp 0.00% 0.000 pp USD53.61 +9.6% 6 qtrs
77 CWM, LLC 1.4K +36.0 (+2.7%) 80.0K -2.0K (-2.4%) 0.01% +0.003 pp 0.00% +0.000 pp USD50.09 +17.2% 8 qtrs
78 FARTHER FINANCE ADVISORS, LLC 1.1K +— (+0.0%) 64.6K -3.8K (-5.6%) 0.01% +0.002 pp 0.00% 0.000 pp USD53.61 +9.6% 6 qtrs
79 ARMSTRONG ADVISORY GROUP, INC 1.0K +— (+0.0%) 60.3K -3.6K (-5.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD51.01 +15.1% 5 qtrs
80 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 841.00 +97.0 (+13.0%) 49.4K +3.1K (+6.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD48.24 +21.7% 9 qtrs
81 BNP PARIBAS 750.00 +— (+0.0%) 44.0K -2.6K (-5.6%) 0.00% +0.000 pp 0.00% 0.000 pp USD46.59 +26.1% 8 qtrs
82 JONES FINANCIAL COMPANIES LLLP 736.00 +642.0 (+683.0%) 43.2K +37.4K (+645.6%) 0.00% +0.003 pp 0.00% +0.000 pp USD57.59 +2.0% 7 qtrs
83 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 543.00 +163.0 (+42.9%) 31.9K +8.3K (+34.9%) 0.00% +0.002 pp 0.00% +0.000 pp USD43.61 +34.7% 27 qtrs
84 NATIONAL BANK OF CANADA /FI/ 263.00 +— (+0.0%) 15.4K -960.0 (-5.9%) 0.00% +0.000 pp 0.00% +0.000 pp USD62.21 -5.6% 2 qtrs
85 NEWEDGE ADVISORS, LLC 145.00 +14.0 (+10.7%) 8.5K +366.0 (+4.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD38.65 +52.0% 13 qtrs
86 GLOBAL RETIREMENT PARTNERS, LLC 134.00 +12.0 (+9.8%) 7.9K +280.0 (+3.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD56.27 +4.4% 3 qtrs
87 THOMAS J. HERZFELD ADVISORS, INC. 124.00 +12.0 (+10.7%) 7.3K +327.0 (+4.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD40.07 +46.6% 53 qtrs
88 PINNACLE WEALTH PLANNING SERVICES, INC. 35.00 +35.0 (+100.0%) 2.1K +2.1K (+100.0%) 0.00% +0.000 pp 0.00% +0.000 pp USD58.71 +0.0% 1 qtrs NEW
89 EVERSOURCE WEALTH ADVISORS, LLC 18.00 +1.0 (+5.9%) 1.1K +49.0 (+4.7%) 0.00% +0.000 pp 0.00% +0.000 pp USD51.39 +14.3% 5 qtrs
90 ASSETMARK, INC 16.00 +— (+0.0%) 940.00 -55.0 (-5.5%) 0.00% +0.000 pp 0.00% +0.000 pp USD46.56 +26.1% 8 qtrs
91 HUNTINGTON NATIONAL BANK 1.00 +— (+0.0%) 59.00 -3.0 (-4.8%) 0.00% +0.000 pp 0.00% +0.000 pp USD36.00 +63.1% 13 qtrs
92 MATISSE CAPITAL -5.3K (-100.0%) -329.7K (-100.0%) 0.00% -0.022 pp 0.00% -0.148 pp USD 8 qtrs SOLD
93 CORNERSTONE ADVISORS, LLC -47.0K (-100.0%) -2.9M (-100.0%) 0.00% -0.194 pp 0.00% -0.096 pp USD 25 qtrs SOLD
94 DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. -4.0K (-100.0%) -246.4K (-100.0%) 0.00% -0.016 pp 0.00% -0.026 pp USD 3 qtrs SOLD
95 EVOKE WEALTH, LLC -3.3K (-100.0%) -206.7K (-100.0%) 0.00% -0.014 pp 0.00% -0.004 pp USD 2 qtrs SOLD
96 COMPASS WEALTH MANAGEMENT LLC -4.8K (-100.0%) -301.6K (-100.0%) 0.00% -0.020 pp 0.00% -0.040 pp USD 11 qtrs SOLD
97 GRIMES & COMPANY, INC. -3.6K (-100.0%) -224.1K (-100.0%) 0.00% -0.015 pp 0.00% -0.006 pp USD 3 qtrs SOLD
98 EVERCORE WEALTH MANAGEMENT, LLC -3.3K (-100.0%) -206.1K (-100.0%) 0.00% -0.014 pp 0.00% -0.003 pp USD 2 qtrs SOLD
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
12.7K
Shares disposed
Cash buys
5.00
Cash sales
Net activity
+12,651
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
2026-04-20 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 500 24.66 12.3K 12,000 D
2026-04-17 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 1,000 24.81 24.8K 11,500 D
2026-04-08 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 5,000 24.85 124.3K 34,000 D
2026-04-08 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 5,000 24.69 123.4K 40,691 D
2026-03-30 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 638 24.95 15.9K 27,849 D
2026-03-27 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 200 24.92 5.0K 27,211 D
2026-03-20 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 11 24.95 274.45 27,011 D
2026-03-13 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 3,000 24.95 74.9K 27,000 D
2026-03-12 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 800 24.90 19.9K 35,691 D
2026-02-04 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 1,095 25.00 27.4K 10,500 D
2026-02-03 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 1,700 25.00 42.5K 9,405 D
2026-01-13 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 4,000 24.98 99.9K 24,000 D
2026-01-13 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 64 24.98 1.6K 7,705 D
2025-12-31 Ward Sarah Mary Director GAM 0 0.00 0 D
2025-12-31 Stark Eugene S Officer 5.95% Preferred Stock 0 0.00 4,000 I
2025-12-31 Santa Maria Connie A. Officer 0 0.00 0
2025-12-31 Sachs Savannah Director GAM 0 0.00 0 D
2025-12-31 Priest Jeffrey W Officer 5.95% Preferred Stock 0 0.00 34,891 D
2025-12-31 Majmudar Anang K. Officer 5.95% Preferred Stock 0 0.00 7,641 D
2025-12-31 Lynch Sally A Officer 0 0.00 0
2025-12-31 LYNCH ROSE PEABODY Director GAM 0 0.00 0 D
2025-12-31 Kronzon Liron Officer 0 0.00 0
2025-12-31 Jin Samantha X. Officer 0 0.00 0
2025-12-31 Grassi Craig Anthony Officer 5.95% Preferred Stock 0 0.00 250 I
2025-12-31 Gotbaum Betsy F. Director GAM 0 0.00 2,987 D
2025-12-31 GORDAN JOHN D III Director 5.95% Preferred Stock 0 0.00 1,000 D
2025-12-31 Del Villar Clara E. Director GAM 0 0.00 0 D
2025-12-31 BERENS RODNEY B Director 0 0.00 0
2025-12-31 ALTSCHUL ARTHUR G JR Director Common Stock 0 0.00 11,487 I
2025-12-30 Schirmer Henry R Director GAM 0 0.00 0 D
2025-12-30 Grassi Craig Anthony Director 5.95% Preferred Stock 0 0.00 1,100 I
2025-12-15 DAVIDSON SPENCER Other 5.95% Preferred Stock 0 0.00 179,387 D
2025-12-10 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 16,608 25.00 415.3K 34,891 D
2025-12-08 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 60 25.00 1.5K 18,283 D
2025-12-08 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 36 24.98 899.28 7,641 D
2025-12-08 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 2,000 25.04 50.1K 179,099 D
2025-11-25 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 1,201 24.98 30.0K 177,099 D
2025-11-24 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 7,651 24.95 190.9K 18,223 D
2025-11-24 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 4,120 24.98 102.9K 175,898 D
2025-11-18 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 1,462 24.98 36.5K 171,778 D
2025-11-14 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 5,868 24.98 146.6K 170,316 D
2025-11-13 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 3,427 24.98 85.6K 164,448 D
2025-11-12 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 16,824 24.98 420.2K 161,021 D
2025-11-07 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 21,610 25.00 540.2K 144,197 D
2025-11-06 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 168 24.99 4.2K 122,587 D
2025-11-05 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 179 24.98 4.5K 122,419 D
2025-11-04 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 1,684 24.98 42.1K 122,240 D
2025-11-03 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 52 24.95 1.3K 120,556 D
2025-10-31 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 2,657 24.98 66.4K 120,504 D
2025-10-30 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 7,394 24.98 184.7K 117,847 D
2025-10-29 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 3,811 24.98 95.2K 110,453 D
2025-10-24 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 3,808 24.98 95.1K 106,642 D
2025-10-23 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 3,400 24.98 84.9K 102,834 D
2025-10-20 DAVIDSON SPENCER Other P-Purchase A 5.95% Preferred Stock 789 24.97 19.7K 99,434 D
2025-10-03 Priest Jeffrey W Officer J-Other D Common Stock 22,696 62.84 1.43M 22,696 I
2025-08-28 Priest Jeffrey W Officer J-Other D Common Stock 48,973 59.95 2.94M 45,611 D
2025-07-31 Ward Sarah Mary Director 0 0.00 0
2025-07-30 Stark Eugene S Officer P-Purchase A Common Stock 177 56.92 10.1K 10,000 D
2025-06-17 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 355 24.62 8.7K 7,605 D
2025-05-22 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 500 24.80 12.4K 20,000 D
2025-05-08 TRUST FBO ALTSCHUL ARTHUR G UW ALTSCHUL HELEN G Director S-Sale D Series B 5.95% Preferred Stock 17,400 24.82 431.9K 0 D
2025-05-08 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 1,141 24.75 28.2K 18,268 D
2025-05-08 DAVIDSON SPENCER Director S-Sale D 5.95% Preferred Stock 17,400 24.82 431.9K 5,000 I
2025-05-08 ALTSCHUL ARTHUR G JR Director S-Sale D Series B 5.95% Preferred Stock 17,400 24.82 431.9K 5,000 I
2025-04-30 Priest Jeffrey W Officer J-Other A Common Stock 1,225 0.00 45,392 I
2025-04-08 TRUST FBO ALTSCHUL ARTHUR G JR UW ALTSCHUL FRANK Director S-Sale D Series B 5.95% Preferred Stock 2,000 24.62 49.2K 0 D
2025-04-08 ALTSCHUL ARTHUR G JR Director S-Sale D Series B 5.95% Preferred Stock 2,000 24.62 49.2K 22,400 I
2025-04-01 TRUST FBO ALTSCHUL ARTHUR G UW ALTSCHUL HELEN G Director S-Sale D Series B 5.95% Preferred Stock 2,000 24.83 49.7K 0 D
2025-04-01 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 1,735 24.75 42.9K 17,127 D
2025-04-01 DAVIDSON SPENCER Director S-Sale D 5.95% Preferred Stock 11,199 24.83 278.0K 22,400 I
2025-04-01 ALTSCHUL ARTHUR G JR Director S-Sale D Series B 5.95% Preferred Stock 2,000 24.83 49.7K 24,400 I
2025-03-10 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 950 24.68 23.4K 7,250 D
2025-03-07 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 5,000 24.70 123.5K 19,500 D
2025-03-07 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 900 24.69 22.2K 6,300 D
2025-03-07 Grassi Craig Anthony Officer P-Purchase A 5.95% Preferred Stock 100 24.70 2.5K 1,100 I
2025-03-06 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 2,500 25.00 62.5K 14,500 D
2025-03-06 Grassi Craig Anthony Officer P-Purchase A 5.95% Preferred Stock 650 25.00 16.3K 1,000 I
2024-12-31 VINDIGNI ANDREW V Officer 0 0.00 0
2024-12-31 Stark Eugene S Officer 5.95% Preferred Stock 0 0.00 12,000 D
2024-12-31 Schirmer Henry R Director Common Stock 0 0.00 0 D
2024-12-31 Santa Maria Connie A. Officer 0 0.00 0
2024-12-31 Sachs Savannah Director Common Stock 0 0.00 0 D
2024-12-31 Priest Jeffrey W Officer 5.95% Preferred Stock 0 0.00 19,502 I
2024-12-31 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 427 24.92 10.6K 5,400 D
2024-12-31 Lynch Sally A Officer 0 0.00 0
2024-12-31 LYNCH ROSE PEABODY Director Common Stock 0 0.00 0 D
2024-12-31 Kronzon Liron Officer 0 0.00 0
2024-12-31 Jin Samantha X. Officer 0 0.00 0
2024-12-31 Grassi Craig Anthony Officer 5.95% Preferred Stock 0 0.00 350 I
2024-12-31 Gotbaum Betsy F. Director 0 0.00 0
2024-12-31 GORDAN JOHN D III Director 5.95% Preferred Stock 0 0.00 1,000 D
2024-12-31 Del Villar Clara E. Director Common Stock 0 0.00 0 D
2024-12-31 DAVIDSON SPENCER Director Common Stock 0 0.00 11,487 I
2024-12-31 BERENS RODNEY B Director 0 0.00 0
2024-12-31 ALTSCHUL ARTHUR G JR Director Series B 5.95% Preferred Stock 0 0.00 26,400 I
2024-12-30 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 250 25.00 6.3K 11,500 D
2024-12-27 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 83 24.99 2.1K 4,973 D
2024-12-19 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 90 24.91 2.2K 4,890 D
2024-12-16 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 6,000 25.00 150.0K 15,392 D
2024-12-11 Majmudar Anang K. Officer P-Purchase A Common Stock 400 52.07 20.8K 4,402 D
2024-06-14 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 1,826 24.76 45.2K 11,853
2024-05-29 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 27 24.65 665.55 10,027
2024-05-23 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 2,192 24.67 54.1K 9,392
2024-05-22 Priest Jeffrey W Officer G-Gift D Common Stock 730 48.55 35.4K 95,048
2024-05-22 ALTSCHUL ARTHUR G JR Director S-Sale D Series B 5.95% Preferred Stock 6,397 24.63 157.6K 26,400
2024-05-22 1975 TRUST FBO ALTSCHUL ARTHUR G LAND TRUST Director S-Sale D Series B 5.95% Preferred Stock 6,397 24.63 157.6K 0
2024-05-21 ALTSCHUL ARTHUR G JR Director S-Sale D Series B 5.95% Preferred Stock 9,695 24.65 239.0K 32,797
2024-05-21 1975 TRUST FBO ALTSCHUL ARTHUR G LAND TRUST Director S-Sale D Series B 5.95% Preferred Stock 9,695 24.65 239.0K 6,397
2024-05-20 ALTSCHUL ARTHUR G JR Director S-Sale D Series B 5.95% Preferred Stock 6,868 24.66 169.4K 42,492
2024-05-20 1975 TRUST FBO ALTSCHUL ARTHUR G LAND TRUST Director S-Sale D Series B 5.95% Preferred Stock 6,868 24.66 169.4K 16,092
2024-04-11 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 300 24.98 7.5K 4,800
2024-04-10 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 2,500 25.00 62.5K 10,000
2024-04-03 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 4,000 25.09 100.3K 7,200
2024-04-02 DAVIDSON SPENCER Director J-Other D Common Stock 6,771 0.00 14,745
2024-03-21 Majmudar Anang K. Officer P-Purchase A Common Stock 430 46.19 19.9K 4,002
2024-03-12 ALTSCHUL ARTHUR G JR Director S-Sale A Series B 5.95% Preferred Stock 9,100 25.02 227.7K 49,360
2024-03-12 1975 TRUST FBO ALTSCHUL ARTHUR G LAND TRUST Director S-Sale D Series B 5.95% Preferred Stock 9,100 25.02 227.7K 22,960
2024-01-19 Majmudar Anang K. Officer P-Purchase A Common Stock 400 42.75 17.1K 3,572
2024-01-08 Priest Jeffrey W Officer P-Purchase A Common Stock 1,000 42.19 42.2K 95,778
2023-12-31 VINDIGNI ANDREW V Officer 0 0.00 0
2023-12-31 Stark Eugene S Officer I 5.95% Preferred Stock 0 0.00 3,750
2023-12-31 Schirmer Henry R Director D Common Stock 0 0.00 0
2023-12-31 Santa Maria Connie A. Officer 0 0.00 0
2023-12-31 Sachs Savannah Director D Common Stock 0 0.00 0
2023-12-31 Priest Jeffrey W Officer I 5.95% Preferred Stock 0 0.00 7,739
2023-12-31 Majmudar Anang K. Officer D 5.95% Preferred Stock 0 0.00 4,500
2023-12-31 Lynch Sally A Officer 0 0.00 0
2023-12-31 LYNCH ROSE PEABODY Director D Common Stock 0 0.00 0
2023-12-31 Kronzon Liron Officer 0 0.00 0
2023-12-31 Jin Samantha X. Officer 0 0.00 0
2023-12-31 Grassi Craig Anthony Officer I 5.95% Preferred Stock 0 0.00 250
2023-12-31 Gotbaum Betsy F. Director D Common Stock 0 0.00 2,750
2023-12-31 Genid Linda J Officer D 5.95% Preferred Stock 0 0.00 30
2023-12-31 GORDAN JOHN D III Director D 5.95% Preferred Stock 0 0.00 1,000
2023-12-31 Del Villar Clara E. Director D Common Stock 0 0.00 0
2023-12-31 DAVIDSON SPENCER Director D Common Stock 0 0.00 1,422,966
2023-12-31 BERENS RODNEY B Director 0 0.00 0
2023-12-31 ALTSCHUL ARTHUR G JR Director I Series B 5.95% Preferred Stock 0 0.00 58,460
2023-12-01 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 526 24.68 13.0K 4,500
2023-09-28 Stark Eugene S Officer P-Purchase A 5.95% Preferred Stock 2,500 24.40 61.0K 7,500
2023-09-21 Stark Eugene S Officer P-Purchase A Common Stock 250 41.00 10.3K 8,250
2023-09-07 Priest Jeffrey W Officer P-Purchase A 5.95% Preferred Stock 3,381 25.01 84.6K 19,502
2023-08-22 Priest Jeffrey W Officer P-Purchase A Common Stock 500 40.81 20.4K 94,616
2023-08-16 Stark Eugene S Officer P-Purchase A Common Stock 262 41.10 10.8K 8,000
2023-07-06 TRUST FBO SERENA VR ALTSCHUL UAD 5/22/71 0 0.00 0
2023-07-06 ALTSCHUL ARTHUR G JR Director 0 0.00 0
2023-05-24 Siri von Reis 2012 Family Trust Director S-Sale D 5.95% Preferred Stock 1 25.71 25.71 11,199
2023-05-24 DAVIDSON SPENCER Director S-Sale D 5.95% Preferred Stock 1 25.71 25.71 42,399
2023-02-02 Priest Jeffrey W Officer G-Gift D Common Stock 840 39.90 33.5K 94,956 D
2022-12-31 VINDIGNI ANDREW V Officer 0 0.00 0
2022-12-31 Stark Eugene S Officer D 5.95% Preferred Stock 0 0.00 11,250
2022-12-31 Schirmer Henry R Director D Common Stock 0 0.00 0
2022-12-31 Santa Maria Connie A. Officer 0 0.00 0
2022-12-31 Sachs Savannah Director D Common Stock 0 0.00 0
2022-12-31 Priest Jeffrey W Officer I Common Stock 0 0.00 68,252
2022-12-31 Majmudar Anang K. Officer D 5.95% Preferred Stock 0 0.00 3,974
2022-12-31 Lynch Sally A Officer 0 0.00 0
2022-12-31 LYNCH ROSE PEABODY Director D Common Stock 0 0.00 0
2022-12-31 Kronzon Liron Officer 0 0.00 0
2022-12-31 Jin Samantha X. Officer 0 0.00 0
2022-12-31 Grassi Craig Anthony Officer I 5.95% Preferred Stock 0 0.00 350
2022-12-31 Gotbaum Betsy F. Director D Common Stock 0 0.00 2,750
2022-12-31 Genid Linda J Officer D 5.95% Preferred Stock 0 0.00 30
2022-12-31 GORDAN JOHN D III Director D 5.95% Preferred Stock 0 0.00 1,000
2022-12-31 Del Villar Clara E. Director D Common Stock 0 0.00 0
2022-12-31 DAVIDSON SPENCER Director D Common Stock 0 0.00 1,422,966
2022-12-31 BERENS RODNEY B Director 0 0.00 0
2022-12-31 ALTSCHUL ARTHUR G JR Director I Series B 5.95% Preferred Stock 0 0.00 58,460
2022-12-23 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 549 25.33 13.9K 3,974
2022-12-22 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 425 25.30 10.8K 3,425
2022-11-09 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 201 25.12 5.0K 3,000
2022-11-08 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 99 25.09 2.5K 2,799
2022-11-02 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 200 24.97 5.0K 2,700
2022-10-28 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 1,300 24.97 32.5K 2,500
2022-10-26 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 300 25.21 7.6K 1,200
2022-10-25 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 400 24.99 10.0K 900
2022-10-24 Majmudar Anang K. Officer P-Purchase A 5.95% Preferred Stock 500 24.88 12.4K 500
2022-09-23 Priest Jeffrey W Officer P-Purchase A Common Stock 500 34.00 17.0K 95,796
2022-08-10 Priest Jeffrey W Officer G-Gift D Common Stock 750 39.30 29.5K 96,046
2022-06-15 Priest Jeffrey W Officer P-Purchase A Common Stock 300 35.56 10.7K 96,796
2022-05-24 Priest Jeffrey W Officer P-Purchase A Common Stock 134 36.10 4.8K 96,496
2022-05-20 Priest Jeffrey W Officer P-Purchase A Common Stock 500 36.12 18.1K 96,362
2022-05-06 DAVIDSON SPENCER Director P-Purchase A 5.95% Preferred Stock 5,000 26.00 130.0K 98,645
2021-12-31 VINDIGNI ANDREW V Officer 0 0.00 0
2021-12-31 Stark Eugene S Officer I 5.95% Preferred Stock 0 0.00 3,750
2021-12-31 Schirmer Henry R Director D Common Stock 0 0.00 0
2021-12-31 Santa Maria Connie A. Officer 0 0.00 0
2021-12-31 Sachs Savannah Director D Common Stock 0 0.00 0
2021-12-31 Priest Jeffrey W Officer I 5.95% Preferred Stock 0 0.00 16,121
2021-12-31 Majmudar Anang K. Officer 0 0.00 0
2021-12-31 Lynch Sally A Officer 0 0.00 0
2021-12-31 LYNCH ROSE PEABODY Director D Common Stock 0 0.00 0
2021-12-31 Kronzon Liron Officer 0 0.00 0
2021-12-31 Jin Samantha X. Officer 0 0.00 0
2021-12-31 Grassi Craig Anthony Officer I 5.95% Preferred Stock 0 0.00 250
2021-12-31 Gotbaum Betsy F. Director D Common Stock 0 0.00 2,750
2021-12-31 Genid Linda J Officer D 5.95% Preferred Stock 0 0.00 30
2021-12-31 GORDAN JOHN D III Director I Common Stock 0 0.00 4,289
2021-12-31 Del Villar Clara E. Director D Common Stock 0 0.00 0
2021-12-31 DAVIDSON SPENCER Director D Common Stock 0 0.00 1,422,966

Executive team

Top executives
EBIT / Employee
226.6K
Shares Outstanding
23.44M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-02-23 DEF 14A
2025-02-24 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-15 SC 13G
2026-05-01 NPORT-P
2026-05-01 13F-HR
2026-04-21 4
2026-04-17 4
2026-04-08 4
2026-04-08 4
2026-03-30 4
2026-03-30 4
2026-03-23 4

Executive team

NameTitleCompensationGender
Jeffrey Priest Chief Executive Officer, President, Portfolio Manager & Director 3M male
Anang K. Majmudar Senior Vice President 2M male
Liron Kronzon VP & Analyst 795.0K male
Sally A. Lynch VP & Analyst 795.0K
Eugene S. Stark Vice President of Administration, Principal Financial Officer & Chief Compliance Officer 271.9K male
Craig A. Grassi VP & Director of Information Technology male
Connie A. Santa Maria Corporate Secretary & Human Resources Benefits Manager female
Samantha X. Jin Treasurer & Principal Accounting Officer female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

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