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Graham Holdings Company (GHC)
USD1,193.73
+15.61 (+1.33%)
US NYSE S&P 500
Consumer Defensive Education & Training Services
Address
1300 North 17th Street 22209
Arlington, VA, US
Arlington, VA, US
CEO
Timothy J. O'Shaughnessy
Website
ghco.com
IPO
1947-08-04
CIK 104889 ISIN US3846371041
Description
Graham Holdings Company operates as a globally diversified enterprise, encompassing a wide array of education, media, and other ventures. Its extensive educational offerings include providing test preparation materials and services, specialized training in data science, and professional development courses along with exam preparation for various certifications and licensures. The company also offers non-academic operational support to Purdue University Global, delivers comprehensive training and degree programs tailored for accounting and financial services professionals, and facilitates English-language instruction, academic readiness initiatives, and preparation for English proficiency exams. Additionally, it aids in A-level examination readiness and manages a portfolio of educational institutions, including three colleges, a business school, a higher education institution, and an online learning platform. In the media sector, Graham Holdings owns and operates seven television broadcasting stations. It also develops social media management tools designed to connect newsrooms with their audiences and publishes the respected Foreign Policy magazine and its accompanying website. The company is responsible for the online magazine Slate, as well as its French-language counterparts, slate.fr and slateafrique.com. Beyond these core segments, the company's diverse operations extend to providing social media marketing solutions, offering home health and hospice care services, and manufacturing industrial components such as burners, igniters, dampers, and controls. It also produces linear motion technologies, including screw jacks, linear actuators, and various lifting systems, alongside specialized pressure-impregnated kiln-dried lumber and plywood products. Further ventures include developing cybersecurity training programs, offering digital advertising services, and providing power charging and data systems, commercial and industrial indoor lighting solutions, and electrical components and assemblies. Graham Holdings also owns and manages eleven restaurants and entertainment venues and is active in the automobile dealership industry. Established in 1877 and headquartered in Arlington, Virginia, the company was previously recognized as The Washington Post Company before rebranding to Graham Holdings Company in November 2013.
News Sentiment (7d)
Based on only 2 articles — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 1993-03-05 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD1,193.73
+15.61 (+1.33%)
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Volume Profile
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Liquidity & share structure
Average Volume
18.5K
Beta
0.72
Float Shares
4.04M
Free Float %
93.2%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.84% | -2.32% | +0.20% | +2.62% | +2.22% | +0.49% | +11.75% | +91.29% | +71.00% | +127.17% | +30,999.44% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
1,193.73
DCF (Unlevered)
1,060.89
-11.1%
DCF (Levered)
819.24
-31.4%
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)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
3.13
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
4 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Education & Training Services: +8.8%+2.5% Q1'26: +6.0% (vs Q1'25)
-
EPS growth Education & Training Services: +23.7%-59.3% Q1'26: +21.5% (vs Q1'25)
-
FCF margin FCF growth · Education & Training Services: +33.4%+2.3% Q1'26: +3.9% (vs Q1'25)
-
EBIT margin Education & Training Services: +14.0%+5.1% Q1'26: +4.6% (vs Q1'25)
-
ROIC Education & Training Services: +8.8%+3.2% Q1'26: +3.5% (vs Q1'25)
-
Share dilution Education & Training Services: +0.0%-0.7% ★ Q1'26: +0.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Education & Training Services: -0.27×4.09× Q1'26: 3.24× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2004 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2011 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 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3.30B
est: 3.22B (+2.6%)
|
3.90B
est: 4.01B (-2.7%)
|
4.18B
est: 4.54B (-7.9%)
|
4.46B
est: 4.20B (+6.2%)
|
4.39B
est: 5.97B (-26.5%)
|
3.53B
est: 3.72B (-5.1%)
|
2.59B
est: 2.49B (+3.8%)
|
2.48B
est: 2.49B (-0.4%)
|
2.59B
est: 2.53B (+2.4%)
|
2.70B
est: 2.51B (+7.6%)
|
2.93B
est: 2.67B (+9.8%)
|
2.89B
est: 2.31B (+25.2%)
|
3.19B
est: 3.14B (+1.5%)
|
3.92B
est: 3.91B (+0.4%)
|
4.41B
est: 4.42B (-0.1%)
|
4.79B
est: 4.81B (-0.5%)
|
4.91B
est: 4.96B (-1.0%)
|
5.27B
5.27B – 5.27B
+6.2% YoY
|
5.47B
5.47B – 5.47B
+3.8% YoY
|
5.87B
5.87B – 5.87B
+7.4% YoY
|
| EBITDA |
747.68M
est: 728.94M (+2.6%)
|
682.01M
est: 763.29M (-10.6%)
|
743.96M
est: 761.96M (-2.4%)
|
457.99M
est: 394.61M (+16.1%)
|
566.77M
est: 573.08M (-1.1%)
|
575.32M
est: 458.25M (+25.5%)
|
340.20M
est: 522.61M (-34.9%)
|
378.94M
est: 522.61M (-27.5%)
|
329.99M
est: 530.58M (-37.8%)
|
473.66M
est: 525.34M (-9.8%)
|
662.09M
est: 632.86M (+4.6%)
|
696.74M
est: 1.77B (-60.6%)
|
719.55M
est: 658.45M (+9.3%)
|
504.84M
est: 576.24M (-12.4%)
|
665.21M
est: 633.87M (+4.9%)
|
1.45B
est: 860.41M (+68.3%)
|
423.97M
est: 886.68M (-52.2%)
|
941.88M
941.88M – 941.88M
+6.2% YoY
|
977.24M
977.24M – 977.24M
+3.8% YoY
|
1.05B
1.05B – 1.05B
+7.4% YoY
|
| EBIT |
563.01M
est: 548.84M (+2.6%)
|
459.80M
est: 460.46M (-0.1%)
|
505.15M
est: 488.65M (+3.4%)
|
169.85M
est: 145.81M (+16.5%)
|
244.25M
est: 105.64M (+131.2%)
|
289.01M
est: 247.09M (+17.0%)
|
-88.24M
est: 341.75M (-125.8%)
|
286.05M
est: 341.75M (-16.3%)
|
216.68M
est: 346.96M (-37.6%)
|
361.41M
est: 343.53M (+5.2%)
|
456.26M
est: 146.46M (+211.5%)
|
445.58M
est: 142.14M (+213.5%)
|
483.57M
est: 430.57M (+12.3%)
|
176.14M
est: 141.45M (+24.5%)
|
362.31M
est: 155.59M (+132.9%)
|
1.21B
est: 295.51M (+309.8%)
|
251.82M
est: 304.54M (-17.3%)
|
323.49M
323.49M – 323.49M
+6.2% YoY
|
335.64M
335.64M – 335.64M
+3.8% YoY
|
360.44M
360.44M – 360.44M
+7.4% YoY
|
| Net Income |
332.73M
est: 324.60M (+2.5%)
|
324.46M
est: 330.25M (-1.8%)
|
288.61M
est: 298.88M (-3.4%)
|
65.72M
est: 59.92M (+9.7%)
|
92.77M
est: 43.90M (+111.3%)
|
117.15M
est: 99.87M (+17.3%)
|
-100.66M
est: 330.42M (-130.5%)
|
168.59M
est: 330.42M (-49.0%)
|
302.04M
est: 91.49M (+230.1%)
|
271.21M
est: 102.24M (+165.3%)
|
327.86M
est: 312.53M (+4.9%)
|
300.37M
est: 425.72M (-29.4%)
|
352.08M
est: 160.34M (+119.6%)
|
67.08M
est: 218.82M (-69.3%)
|
205.29M
est: 240.70M (-14.7%)
|
724.63M
est: 273.31M (+165.1%)
|
292.29M
est: 224.29M (+30.3%)
|
289.71M
289.71M – 289.71M
+29.2% YoY
|
288.62M
288.62M – 288.62M
-0.4% YoY
|
416.27M
416.27M – 416.27M
+44.2% YoY
|
| SGA |
835.37M
est: 812.82M (+2.8%)
|
1.18B
est: 1.20B (-1.8%)
|
1.58B
est: 1.66B (-4.7%)
|
1.84B
est: 1.65B (+11.8%)
|
1.92B
est: 2.59B (-26.0%)
|
1.38B
est: 1.46B (-5.1%)
|
1.10B
est: 596.36M (+85.2%)
|
896.10M
est: 596.36M (+50.3%)
|
887.79M
est: 605.45M (+46.6%)
|
750.93M
est: 599.47M (+25.3%)
|
717.66M
est: 613.22M (+17.0%)
|
715.40M
est: 1.98B (-63.8%)
|
831.85M
est: 751.35M (+10.7%)
|
921.74M
est: 848.73M (+8.6%)
|
1.01B
est: 933.61M (+7.9%)
|
1.08B
est: 1.13B (-4.7%)
|
1.11B
est: 1.16B (-5.1%)
|
1.24B
1.24B – 1.24B
+6.2% YoY
|
1.28B
1.28B – 1.28B
+3.8% YoY
|
1.38B
1.38B – 1.38B
+7.4% YoY
|
| EPS |
34.69
est: 32.99 (+5.2%)
|
33.81
est: 36.73 (-7.9%)
|
30.31
est: 34.34 (-11.7%)
|
6.89
est: 23.88 (-71.1%)
|
9.78
est: 16.53 (-40.8%)
|
14.70
est: 16.72 (-12.1%)
|
-17.58
est: 75.01 (-123.4%)
|
29.95
est: 75.01 (-60.1%)
|
54.24
est: 20.77 (+161.1%)
|
50.85
est: 23.21 (+119.1%)
|
61.69
est: 32.51 (+89.8%)
|
58.30
est: 15.37 (+279.4%)
|
70.66
est: 36.40 (+94.1%)
|
13.83
est: 59.23 (-76.7%)
|
43.96
est: 43.00 (+2.2%)
|
164.62
est: 62.50 (+163.4%)
|
67.11
est: 51.29 (+30.8%)
|
66.25
66.25 – 66.25
+29.2% YoY
|
66.00
66.00 – 66.00
-0.4% YoY
|
95.19
95.19 – 95.19
+44.2% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 3/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 2/5 | 4/5 | 2/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
328.27M
OE per share TTM
9,935.39
Owner's Yield
6.87%
Maintenance CapEx ratio
8.10%
Maint CapEx / Avg PPE
24.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
58
Total invested
75.24M
Insider transactions (90d)
0
Beneficial owners (>5%)
32
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Donald E. Graham | 3.33M | 35.10% | 2.22M | 1.09M | 493.0K | 10.00 | IN | United States | 2001-04-03 | ↗ |
| 2 | Graham Holdings Company | 1.78M | 8.83% | 1.78M | — | 1.78M | — | CO | Delaware | 2016-02-01 | ↗ |
| 3 | DF INSTITUTE, LLC | 1.43M | 29.90% | — | 1.43M | — | 10.00 | HC, OO | Illinois | 2015-11-02 | ↗ |
| 4 | IOWA COLLEGE ACQUISITION, LLC | 1.43M | 29.90% | — | 1.43M | — | 10.00 | HC, OO | Delaware | 2015-11-02 | ↗ |
| 5 | KAPLAN, INC. | 1.43M | 29.90% | — | 1.43M | — | 10.00 | HC, CO | Delaware | 2015-11-02 | ↗ |
| 6 | SPL MERGER CORP. | 1.43M | 29.90% | — | 1.43M | — | 10.00 | CO | Delaware | 2015-11-02 | ↗ |
| 7 | Katharine Graham | 738.3K | 7.80% | 657.0K | 81.2K | 657.0K | 10.00 | IN | United States | 2001-04-03 | ↗ |
| 8 | Franklin Mutual Advisers, LLC | 539.8K | 7.00% | 539.8K | — | 539.8K | — | IA | Delaware | 2001-01-24 | ↗ |
| 9 | Harris Associates Inc. 04-3276549 | 473.2K | 5.99% | — | 473.2K | 77.8K | — | CO | Delaware | 2007-02-14 | ↗ |
| 10 | Harris Associates L.P. 04-3276558 | 473.2K | 5.99% | — | 473.2K | 77.8K | — | IA | Delaware | 2007-02-14 | ↗ |
| 11 | (1) BlackRock, Inc. | 468.4K | 11.70% | 439.3K | — | 468.4K | — | HC | Delaware | 2022-01-27 | ↗ |
| 12 | Manning & Napier Advisors, Inc. | 418.7K | 5.81% | 274.2K | — | 418.7K | — | IA | New York | 2011-02-11 | ↗ |
| 13 | Laura G. O’Shaughnessy | 416.8K | 10.80% | 212.8K | 204.0K | — | 9.5K | IN | — | 2024-09-05 | ↗ |
| 14 | The Vanguard Group - 23-1945930 | 360.9K | 9.05% | — | 3.5K | 353.8K | 7.0K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 15 | Capital Research Global Investors ** | 337.0K | 6.90% | 337.0K | — | 337.0K | — | IA | Delaware | 2016-02-16 | ↗ |
| 16 | 30-0447847 | 263.1K | 6.60% | 258.9K | — | 263.1K | — | IA | Delaware | 2022-02-08 | ↗ |
| 17 | (. | 250.9K | 5.49% | 244.3K | — | 250.9K | — | IA | Delaware | 2018-02-09 | ↗ |
| 18 | 45-3240790 | 236.8K | 2.98% | 165.7K | — | 236.8K | — | IA | New York | 2012-01-27 | ↗ |
| 19 | Caraway Jackson Investments LLC | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 20 | EMAI Management, LLC | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 21 | Eli Samaha | 223.2K | 6.40% | — | 223.2K | — | 223.2K | IN | Cayman Islands | 2024-05-30 | ↗ |
| 22 | Madison Avenue GP, LLC | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 23 | Madison Avenue International LP | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 24 | Madison Avenue Partners, LP | 223.2K | 6.40% | — | 223.2K | — | 223.2K | OO | Cayman Islands | 2024-05-30 | ↗ |
| 25 | Timothy J. O’Shaughnessy | 212.3K | 5.80% | 148.6K | 63.7K | 148.6K | 15.1K | IN | — | 2024-05-10 | ↗ |
| 26 | Elizabeth G. Weymouth | 211.4K | 5.80% | — | 211.4K | — | 211.4K | IN | United States | 2024-05-13 | ↗ |
| 27 | Schroder Investment Management Ltd | 208.4K | 4.35% | 208.4K | — | 208.4K | — | IA | England | 2015-02-13 | ↗ |
| 28 | George S. Loening | 163.6K | 2.08% | 163.6K | — | 163.6K | — | IN | USA | 2006-02-15 | ↗ |
| 29 | (13-3669571) | 146.8K | 1.86% | 146.8K | — | 146.8K | — | IA | New York | 2006-02-15 | ↗ |
| 30 | International Value Advisers, LLC | 110.5K | 2.30% | — | — | — | — | IA | Delaware | 2015-02-13 | ↗ |
| 31 | Schroder Investment Management North America Inc. | 45.1K | 0.94% | 45.1K | — | 45.1K | — | IA | England | 2015-02-13 | ↗ |
| 32 | (13-4186328) | 16.8K | 0.21% | 16.8K | — | 16.8K | — | OO | New York | 2006-02-15 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
58
-287 vs prev Q
New positions
2
Closed positions
289
Increased
21
Reduced
18
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 | BLACKROCK, INC. | 413.2K -2.2K (-0.5%) | 453.97M -35.1M (-7.2%) | 9.53% -0.053 pp | 0.01% -0.001 pp | USD821.72 +33.7% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 340.8K +10.9K (+3.3%) | 374.45M -14.0M (-3.6%) | 7.86% +0.249 pp | 0.01% 0.000 pp | USD530.47 +107.1% | 49 qtrs — |
| 3 | MADISON AVENUE PARTNERS, LP | 245.8K +— (+0.0%) | 270.07M -19.3M (-6.7%) | 5.67% -0.001 pp | 11.60% -5.669 pp | USD557.30 +97.1% | 24 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 237.6K -16.5K (-6.5%) | 261.04M -38.1M (-12.7%) | 5.48% -0.382 pp | 0.05% -0.009 pp | USD523.09 +110.0% | 49 qtrs — |
| 5 | WALLACE CAPITAL MANAGEMENT INC. | 157.1K -5.2K (-3.2%) | 172.56M -18.4M (-9.7%) | 3.62% -0.120 pp | 20.78% -2.958 pp | USD471.18 +133.2% | 49 qtrs — |
| 6 | STATE STREET CORP | 126.9K -2.2K (-1.7%) | 139.46M -12.5M (-8.2%) | 2.93% -0.051 pp | 0.00% -0.001 pp | USD553.39 +98.5% | 49 qtrs — |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 87.2K +3.1K (+3.7%) | 95.78M -3.2M (-3.2%) | 2.01% +0.071 pp | 0.01% 0.000 pp | USD618.10 +77.7% | 49 qtrs — |
| 8 | AQR CAPITAL MANAGEMENT LLC | 86.1K -4.6K (-5.1%) | 94.57M -11.9M (-11.2%) | 1.99% -0.107 pp | 0.05% -0.019 pp | USD804.91 +36.5% | 49 qtrs — |
| 9 | FIRST TRUST ADVISORS LP | 84.9K +21.4K (+33.7%) | 93.30M +18.5M (+24.8%) | 1.96% +0.494 pp | 0.07% +0.012 pp | USD1,024.22 +7.3% | 37 qtrs — |
| 10 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 45.7K -1.6K (-3.4%) | 50.24M -5.5M (-9.8%) | 1.06% -0.037 pp | 0.01% -0.001 pp | USD531.74 +106.6% | 49 qtrs — |
| 11 | BANK OF NEW YORK MELLON CORP | 43.5K +650.0 (+1.5%) | 47.75M -2.7M (-5.3%) | 1.00% +0.015 pp | 0.01% -0.001 pp | USD503.03 +118.4% | 49 qtrs — |
| 12 | NORTHERN TRUST CORP | 39.5K -2.5K (-6.0%) | 43.43M -6.1M (-12.3%) | 0.91% -0.058 pp | 0.01% -0.001 pp | USD643.64 +70.7% | 49 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 35.9K -6.6K (-15.6%) | 39.42M -10.6M (-21.2%) | 0.83% -0.153 pp | 0.00% -0.001 pp | USD776.86 +41.4% | 49 qtrs — |
| 14 | SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | 35.7K +364.0 (+1.0%) | 39.24M -2.4M (-5.7%) | 0.82% +0.008 pp | 1.75% -0.377 pp | USD488.71 +124.8% | 49 qtrs — |
| 15 | MORGAN STANLEY | 29.8K +1.6K (+5.5%) | 32.78M -520.2K (-1.6%) | 0.69% +0.036 pp | 0.00% 0.000 pp | USD648.20 +69.5% | 49 qtrs — |
| 16 | RAYMOND JAMES FINANCIAL INC | 29.2K +242.0 (+0.8%) | 32.03M -2.0M (-5.9%) | 0.67% +0.005 pp | 0.01% -0.001 pp | USD874.30 +25.7% | 5 qtrs — |
| 17 | JPMORGAN CHASE & CO | 27.2K +2.6K (+10.4%) | 29.85M +870.4K (+3.0%) | 0.63% +0.059 pp | 0.00% +0.000 pp | USD728.94 +50.7% | 49 qtrs — |
| 18 | LONDON CO OF VIRGINIA | 25.0K -1.0K (-4.0%) | 27.43M -3.2M (-10.4%) | 0.58% -0.024 pp | 0.16% -0.011 pp | USD650.84 +68.8% | 25 qtrs — |
| 19 | INVESCO LTD. | 24.5K -3.2K (-11.5%) | 26.93M -5.7M (-17.4%) | 0.57% -0.074 pp | 0.00% -0.001 pp | USD706.95 +55.4% | 49 qtrs — |
| 20 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 16.3K +540.0 (+3.4%) | 17.87M -646.0K (-3.5%) | 0.38% +0.012 pp | 0.19% +0.001 pp | USD616.67 +78.2% | 33 qtrs — |
| 21 | MILLENNIUM MANAGEMENT LLC | 14.5K +6.0K (+70.3%) | 15.93M +5.9M (+58.9%) | 0.33% +0.138 pp | 0.01% +0.002 pp | USD1,093.90 +0.4% | 26 qtrs — |
| 22 | THOMPSON SIEGEL & WALMSLEY LLC | 14.4K -541.0 (-3.6%) | 15.86M -1.8M (-10.1%) | 0.33% -0.013 pp | 0.27% -0.019 pp | USD381.74 +187.8% | 23 qtrs — |
| 23 | GAMCO INVESTORS, INC. ET AL | 13.5K +120.0 (+0.9%) | 14.88M -925.2K (-5.9%) | 0.31% +0.003 pp | 0.14% -0.010 pp | USD593.35 +85.2% | 48 qtrs — |
| 24 | FRANKLIN RESOURCES INC | 13.4K +170.0 (+1.3%) | 14.74M -856.1K (-5.5%) | 0.31% +0.004 pp | 0.00% 0.000 pp | USD782.83 +40.3% | 15 qtrs — |
| 25 | BRONTE CAPITAL MANAGEMENT PTY LTD. | 13.4K -42.0 (-0.3%) | 14.67M -3.0M (-16.8%) | 0.31% -0.001 pp | 1.46% -0.115 pp | USD593.68 +85.0% | 22 qtrs — |
| 26 | PACER ADVISORS, INC. | 12.8K -3.7K (-22.5%) | 14.09M -5.4M (-27.7%) | 0.30% -0.086 pp | 0.04% -0.013 pp | USD946.17 +16.1% | 22 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 12.0K +1.0K (+9.1%) | 13.16M +235.9K (+1.8%) | 0.28% +0.023 pp | 0.00% +0.000 pp | USD727.71 +51.0% | 49 qtrs — |
| 28 | SEIZERT CAPITAL PARTNERS, LLC | 11.9K -95.0 (-0.8%) | 13.12M -1.1M (-7.4%) | 0.28% -0.002 pp | 0.55% -0.060 pp | USD591.02 +85.9% | 32 qtrs — |
| 29 | QUBE RESEARCH & TECHNOLOGIES LTD | 11.4K +5.7K (+98.8%) | 12.49M +5.8M (+85.5%) | 0.26% +0.130 pp | 0.01% +0.006 pp | USD951.46 +15.5% | 15 qtrs — |
| 30 | UBS GROUP AG | 11.3K -10.8K (-49.0%) | 12.41M -13.7M (-52.4%) | 0.26% -0.250 pp | 0.00% -0.002 pp | USD961.82 +14.2% | 45 qtrs — |
| 31 | PATHSTONE HOLDINGS, LLC | 11.3K +1.0 (+0.0%) | 12.38M -885.9K (-6.7%) | 0.26% +0.000 pp | 0.05% -0.003 pp | USD697.43 +57.5% | 9 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 11.2K +1.1K (+10.4%) | 12.30M +364.2K (+3.1%) | 0.26% +0.024 pp | 0.01% +0.000 pp | USD696.63 +57.7% | 49 qtrs — |
| 33 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 11.0K +11.0K (+100.0%) | 12.00M +12.0M (+100.0%) | 0.25% +0.255 pp | 0.02% +0.019 pp | USD1,098.60 +0.0% | 1 qtrs NEW |
| 34 | BARCLAYS PLC | 10.5K -3.1K (-22.7%) | 11.55M +371.2K (+3.3%) | 0.24% -0.071 pp | 0.00% 0.000 pp | USD831.72 +32.1% | 49 qtrs — |
| 35 | RHUMBLINE ADVISERS | 10.1K -1.0K (-9.3%) | 11.09M -2.0M (-15.4%) | 0.23% -0.024 pp | 0.01% -0.002 pp | USD534.54 +105.5% | 49 qtrs — |
| 36 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9.6K -9.6K (-50.1%) | 10.53M -12.1M (-53.4%) | 0.22% -0.222 pp | 0.01% -0.008 pp | USD758.03 +44.9% | 13 qtrs — |
| 37 | HENNESSY ADVISORS INC | 9.4K -600.0 (-6.0%) | 10.31M -1.4M (-12.3%) | 0.22% -0.014 pp | 0.37% -0.040 pp | USD946.17 +16.1% | 3 qtrs — |
| 38 | ALLIANCEBERNSTEIN L.P. | 9.3K +209.0 (+2.3%) | 10.23M -487.2K (-4.5%) | 0.22% +0.005 pp | 0.00% 0.000 pp | USD759.42 +44.7% | 49 qtrs — |
| 39 | EDGESTREAM PARTNERS, L.P. | 9.3K +7.1K (+320.9%) | 10.19M +7.6M (+292.7%) | 0.21% +0.163 pp | 0.29% +0.211 pp | USD1,062.38 +3.4% | 3 qtrs — |
| 40 | GABELLI FUNDS LLC | 9.0K +— (+0.0%) | 9.89M -708.4K (-6.7%) | 0.21% +0.000 pp | 0.07% -0.005 pp | USD512.43 +114.4% | 49 qtrs — |
| 41 | LPL FINANCIAL LLC | 8.8K -447.0 (-4.8%) | 9.71M -1.2M (-11.2%) | 0.20% -0.010 pp | 0.00% -0.001 pp | USD871.92 +26.0% | 5 qtrs — |
| 42 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 8.8K -500.0 (-5.4%) | 9.69M -1.3M (-11.7%) | 0.20% -0.012 pp | 0.07% -0.010 pp | USD577.31 +90.3% | 20 qtrs — |
| 43 | AMERIPRISE FINANCIAL INC | 8.3K -149.0 (-1.8%) | 9.17M -832.2K (-8.3%) | 0.19% -0.004 pp | 0.00% 0.000 pp | USD622.82 +76.4% | 49 qtrs — |
| 44 | UBS ASSET MANAGEMENT AMERICAS INC | 7.7K +2.2K (+41.2%) | 8.42M +2.0M (+31.8%) | 0.18% +0.052 pp | 0.00% +0.000 pp | USD851.06 +29.1% | 49 qtrs — |
| 45 | NUVEEN, LLC | 7.2K -153.0 (-2.1%) | 7.86M -743.5K (-8.6%) | 0.17% -0.004 pp | 0.00% 0.000 pp | USD960.86 +14.3% | 4 qtrs — |
| 46 | SWISS NATIONAL BANK | 6.4K +170.0 (+2.7%) | 7.00M -301.2K (-4.1%) | 0.15% +0.004 pp | 0.00% 0.000 pp | USD487.45 +125.4% | 49 qtrs — |
| 47 | VICTORY CAPITAL MANAGEMENT INC | 6.3K +411.0 (+6.9%) | 6.97M -15.5K (-0.2%) | 0.15% +0.010 pp | 0.00% 0.000 pp | USD847.30 +29.7% | 26 qtrs — |
| 48 | PRUDENTIAL FINANCIAL INC | 6.0K -577.0 (-8.7%) | 6.64M -1.2M (-14.8%) | 0.14% -0.013 pp | 0.01% -0.001 pp | USD632.28 +73.8% | 49 qtrs — |
| 49 | QUANTINNO CAPITAL MANAGEMENT LP | 5.9K +140.0 (+2.4%) | 6.45M -297.3K (-4.4%) | 0.14% +0.003 pp | 0.01% -0.006 pp | USD759.83 +44.6% | 17 qtrs — |
| 50 | CBOE VEST FINANCIAL, LLC | 5.7K +1.8K (+47.1%) | 6.30M +1.7M (+37.3%) | 0.13% +0.042 pp | 0.08% +0.020 pp | USD1,065.51 +3.1% | 4 qtrs — |
| 51 | LEGAL & GENERAL GROUP PLC | 5.4K -327.0 (-5.7%) | 5.96M -812.3K (-12.0%) | 0.13% -0.008 pp | 0.00% 0.000 pp | USD551.01 +99.4% | 49 qtrs — |
| 52 | CREATIVE PLANNING | 5.3K +688.0 (+15.0%) | 5.80M +394.6K (+7.3%) | 0.12% +0.016 pp | 0.00% +0.000 pp | USD811.82 +35.3% | 19 qtrs — |
| 53 | MARKEL GROUP INC. | 5.2K +— (+0.0%) | 5.71M -409.3K (-6.7%) | 0.12% +0.000 pp | 0.05% -0.004 pp | USD400.78 +174.1% | 49 qtrs — |
| 54 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5.1K +125.0 (+2.5%) | 5.55M -250.7K (-4.3%) | 0.12% +0.003 pp | 0.03% -0.003 pp | USD972.92 +12.9% | 7 qtrs — |
| 55 | FMR LLC | 5.0K +552.0 (+12.3%) | 5.55M +253.2K (+4.8%) | 0.12% +0.013 pp | 0.00% +0.000 pp | USD884.98 +24.1% | 49 qtrs — |
| 56 | VELA INVESTMENT MANAGEMENT, LLC | 4.9K -2.0K (-28.9%) | 5.40M -2.7M (-33.6%) | 0.11% -0.046 pp | 1.27% -0.715 pp | USD614.19 +78.9% | 17 qtrs — |
| 57 | LAZARD ASSET MANAGEMENT LLC | 4.5K -2.3K (-33.4%) | 5.00M -3.0M (-37.8%) | 0.11% -0.053 pp | 0.01% -0.002 pp | USD901.84 +21.8% | 49 qtrs — |
| 58 | LEE DANNER & BASS INC | 4.5K +— (+0.0%) | 4.94M -354.2K (-6.7%) | 0.10% +0.000 pp | 0.35% -0.031 pp | USD693.51 +58.4% | 7 qtrs — |
| 59 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 4.5K -39.0 (-0.9%) | 4.93M -399.0K (-7.5%) | 0.10% -0.001 pp | 0.01% -0.001 pp | USD496.72 +121.2% | 49 qtrs — |
| 60 | STATE OF WISCONSIN INVESTMENT BOARD | 4.3K +647.0 (+17.5%) | 4.77M +419.6K (+9.6%) | 0.10% +0.015 pp | 0.01% +0.001 pp | USD808.33 +35.9% | 15 qtrs — |
| 61 | LAFAYETTE INVESTMENTS, INC. | 4.3K -58.0 (-1.3%) | 4.71M -406.0K (-7.9%) | 0.10% -0.001 pp | 0.89% -0.090 pp | USD484.22 +126.9% | 49 qtrs — |
| 62 | RETIREMENT SYSTEMS OF ALABAMA | 4.1K -27.0 (-0.7%) | 4.48M -352.8K (-7.3%) | 0.09% -0.001 pp | 0.01% -0.002 pp | USD440.70 +149.3% | 49 qtrs — |
| 63 | VOYA INVESTMENT MANAGEMENT LLC | 4.0K +— (+0.0%) | 4.39M -314.4K (-6.7%) | 0.09% +0.000 pp | 0.00% 0.000 pp | USD698.26 +57.3% | 49 qtrs — |
| 64 | WELLS FARGO & COMPANY/MN | 3.9K +979.0 (+33.2%) | 4.31M +843.7K (+24.3%) | 0.09% +0.023 pp | 0.00% +0.000 pp | USD891.08 +23.3% | 49 qtrs — |
| 65 | INTECH INVESTMENT MANAGEMENT LLC | 3.7K -3.1K (-45.2%) | 4.08M -3.9M (-48.9%) | 0.09% -0.071 pp | 0.04% -0.035 pp | USD1,072.04 +2.5% | 6 qtrs — |
| 66 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 3.7K +1.9K (+108.3%) | 4.02M +2.0M (+94.4%) | 0.08% +0.044 pp | 0.06% +0.029 pp | USD1,136.39 -3.3% | 2 qtrs — |
| 67 | MRAZ, AMERINE & ASSOCIATES, INC. | 3.6K -34.0 (-0.9%) | 3.93M -321.8K (-7.6%) | 0.08% -0.001 pp | 0.58% -0.078 pp | USD456.74 +140.5% | 49 qtrs — |
| 68 | JANNEY MONTGOMERY SCOTT LLC | 3.5K -53.0 (-1.5%) | 3.86M -338.0K (-8.1%) | 0.08% -0.001 pp | 0.01% -0.001 pp | USD914.27 +20.2% | 16 qtrs — |
| 69 | METLIFE INVESTMENT MANAGEMENT, LLC | 3.4K -158.0 (-4.4%) | 3.74M -453.7K (-10.8%) | 0.08% -0.004 pp | 0.02% -0.002 pp | USD609.64 +80.2% | 33 qtrs — |
| 70 | CITADEL ADVISORS LLC | 3.4K +3.4K (+100.0%) | 3.69M +3.7M (+100.0%) | 0.08% +0.078 pp | 0.00% +0.001 pp | USD1,098.60 +0.0% | 1 qtrs NEW |
| 71 | ALPS ADVISORS INC | 3.3K -212.0 (-6.1%) | 3.58M -505.9K (-12.4%) | 0.08% -0.005 pp | 0.02% -0.002 pp | USD1,177.31 -6.7% | 2 qtrs — |
| 72 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.3K -171.0 (-5.0%) | 3.57M -457.3K (-11.3%) | 0.08% -0.004 pp | 0.00% 0.000 pp | USD517.51 +112.3% | 49 qtrs — |
| 73 | INSIGHT INV LLC | 3.2K +495.0 (+18.1%) | 3.55M +328.3K (+10.2%) | 0.07% +0.011 pp | 1.99% +0.099 pp | USD718.59 +52.9% | 17 qtrs — |
| 74 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 3.0K -3.0 (-0.1%) | 3.31M -240.6K (-6.8%) | 0.07% 0.000 pp | 0.00% 0.000 pp | USD433.02 +153.7% | 49 qtrs — |
| 75 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3.0K -1.3K (-29.4%) | 3.30M -1.7M (-34.1%) | 0.07% -0.029 pp | 0.07% -0.038 pp | USD946.17 +16.1% | 3 qtrs — |
| 76 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.9K +88.0 (+3.1%) | 3.22M -127.0K (-3.8%) | 0.07% +0.002 pp | 0.00% +0.000 pp | USD674.03 +63.0% | 49 qtrs — |
| 77 | BEACON INVESTMENT ADVISORS LLC | 2.9K +1.0 (+0.0%) | 3.21M -228.3K (-6.6%) | 0.07% +0.000 pp | 1.29% -0.119 pp | USD605.45 +81.5% | 13 qtrs — |
| 78 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2.8K +117.0 (+4.3%) | 3.09M -84.0K (-2.6%) | 0.07% +0.003 pp | 0.01% -0.001 pp | USD1,174.04 -6.4% | 2 qtrs — |
| 79 | AMI INVESTMENT MANAGEMENT INC | 2.8K -10.0 (-0.4%) | 3.06M -231.2K (-7.0%) | 0.06% 0.000 pp | 0.69% -0.076 pp | USD596.67 +84.1% | 12 qtrs — |
| 80 | DEUTSCHE BANK AG\ | 2.7K -2.4K (-46.9%) | 3.01M -3.1M (-50.5%) | 0.06% -0.056 pp | 0.00% -0.001 pp | USD1,006.51 +9.1% | 49 qtrs — |
| 81 | ASSETMARK, INC | 2.7K +639.0 (+30.9%) | 2.97M +538.3K (+22.1%) | 0.06% +0.015 pp | 0.01% +0.001 pp | USD990.06 +11.0% | 8 qtrs — |
| 82 | HORIZON INVESTMENTS, LLC | 2.7K +194.0 (+7.9%) | 2.92M +24.4K (+0.8%) | 0.06% +0.005 pp | 0.04% -0.001 pp | USD981.96 +11.9% | 5 qtrs — |
| 83 | MARTINGALE ASSET MANAGEMENT L P | 2.7K -21.0 (-0.8%) | 2.91M -233.3K (-7.4%) | 0.06% -0.001 pp | 0.07% -0.005 pp | USD548.48 +100.3% | 14 qtrs — |
| 84 | LINDEN THOMAS ADVISORY SERVICES, LLC | 2.6K +85.0 (+3.4%) | 2.86M -104.7K (-3.5%) | 0.06% +0.002 pp | 0.29% -0.010 pp | USD937.00 +17.2% | 8 qtrs — |
| 85 | JUPITER ASSET MANAGEMENT LTD | 2.6K +— (+0.0%) | 2.82M -202.0K (-6.7%) | 0.06% +0.000 pp | 0.02% -0.003 pp | USD606.46 +81.1% | 13 qtrs — |
| 86 | EAGLE STRATEGIES LLC | 2.5K +503.0 (+24.6%) | 2.79M +391.4K (+16.3%) | 0.06% +0.012 pp | 0.36% +0.035 pp | USD966.74 +13.6% | 5 qtrs — |
| 87 | CRESSET ASSET MANAGEMENT, LLC | 2.5K +21.0 (+0.8%) | 2.74M -170.6K (-5.9%) | 0.06% +0.001 pp | 0.01% -0.001 pp | USD879.75 +24.9% | 11 qtrs — |
| 88 | CERITY PARTNERS LLC | 2.3K +692.0 (+42.5%) | 2.55M +632.1K (+33.0%) | 0.05% +0.016 pp | 0.00% +0.001 pp | USD940.20 +16.8% | 9 qtrs — |
| 89 | TBH GLOBAL ASSET MANAGEMENT, LLC | 2.3K +42.0 (+1.9%) | 2.49M -129.2K (-4.9%) | 0.05% +0.001 pp | 0.42% -0.096 pp | USD613.72 +79.0% | 21 qtrs — |
| 90 | AUTUMN GLORY PARTNERS, LLC | 2.2K +— (+0.0%) | 2.39M -170.9K (-6.7%) | 0.05% +0.000 pp | 0.84% -0.214 pp | USD717.07 +53.2% | 17 qtrs — |
| 91 | ENVESTNET ASSET MANAGEMENT INC | 2.2K -89.0 (-4.0%) | 2.37M -274.0K (-10.4%) | 0.05% -0.002 pp | 0.00% 0.000 pp | USD649.63 +69.1% | 28 qtrs — |
| 92 | ROUNDVIEW CAPITAL LLC | 2.1K +— (+0.0%) | 2.36M -169.0K (-6.7%) | 0.05% +0.000 pp | 0.15% -0.015 pp | USD486.51 +125.8% | 22 qtrs — |
| 93 | NORGES BANK | 2.1K +2.1K (+100.0%) | 2.32M +2.3M (+100.0%) | 0.05% +0.049 pp | 0.00% +0.000 pp | USD1,098.60 +0.0% | 1 qtrs NEW |
| 94 | HUSSMAN STRATEGIC ADVISORS, INC. | 2.1K +2.1K (+100.0%) | 2.31M +2.3M (+100.0%) | 0.05% +0.049 pp | 0.56% +0.558 pp | USD1,098.60 +0.0% | 3 qtrs — |
| 95 | GABELLI & CO INVESTMENT ADVISERS, INC. | 2.1K +— (+0.0%) | 2.30M -164.8K (-6.7%) | 0.05% +0.000 pp | 0.35% -0.050 pp | USD832.26 +32.0% | 19 qtrs — |
| 96 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 2.1K +— (+0.0%) | 2.26M -173.0K (-7.1%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD650.66 +68.8% | 49 qtrs — |
| 97 | COHEN KLINGENSTEIN LLC | 2.0K -290.0 (-12.7%) | 2.20M -498.8K (-18.5%) | 0.05% -0.007 pp | 0.07% -0.018 pp | USD400.78 +174.1% | 49 qtrs — |
| 98 | TEACHER RETIREMENT SYSTEM OF TEXAS | 1.9K +148.0 (+8.3%) | 2.13M +21.7K (+1.0%) | 0.04% +0.003 pp | 0.01% -0.001 pp | USD741.49 +48.2% | 21 qtrs — |
| 99 | CITIGROUP INC | 1.9K +322.0 (+20.6%) | 2.07M +230.5K (+12.5%) | 0.04% +0.007 pp | 0.00% +0.000 pp | USD825.66 +33.1% | 49 qtrs — |
| 100 | CI PRIVATE WEALTH, LLC | 1.8K +517.0 (+38.9%) | 2.03M +462.7K (+29.6%) | 0.04% +0.012 pp | 0.00% +0.000 pp | USD901.62 +21.8% | 11 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 161 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Invesco Global Listed Private Equity ETF PSP | 2.28% | 5.13M | 1.80% |
| 2 | Invesco Dorsey Wright Consumer Cyclicals Momentum ETF PEZ | 1.76% | 407.7K | 0.78% |
| 3 | Invesco S&P MidCap 400 GARP ETF GRPM | 1.60% | 7.65M | 0.35% |
| 4 | Invesco S&P MidCap Value with Momentum ETF XMVM | 1.45% | 7.00M | 0.41% |
| 5 | JPMorgan Active Small Cap Value ETF JPSV | 1.17% | 311.7K | 0.55% |
| 6 | First Trust SMID Cap Rising Dividend Achievers ETF SDVY | 0.87% | 99.19M | 0.58% |
| 7 | Indexperts Quality Earnings Focused ETF QIDX | 0.79% | 275.0K | 0.50% |
| 8 | VictoryShares US Small Mid Cap Value Momentum ETF USVM | 0.47% | 8.20M | 0.29% |
| 9 | Leuthold Select Industries ETF LST | 0.44% | 216.5K | 0.65% |
| 10 | ALPS O'Shares U.S. Small-Cap Quality Dividend ETF OUSM | 0.43% | 3.72M | 0.48% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
5
Sells
0
Shares acquired
100.00
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+100
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 23 | 1,061.70 | 24.4K | 1,533 | I | ↗ |
| 2026-04-01 | Markell Jack A. | Director | A-Award | A | Class B Common Stock | 8 | 1,061.70 | 8.5K | 41 | I | ↗ |
| 2026-04-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 23 | 1,061.70 | 24.4K | 737 | I | ↗ |
| 2026-04-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 25 | 1,061.70 | 26.5K | 5,591 | D | ↗ |
| 2026-04-01 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 21 | 1,061.70 | 22.3K | 442 | I | ↗ |
| 2026-01-16 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 1,000 | 0.00 | — | 7,034 | D | ↗ |
| 2026-01-02 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 22 | 1,091.18 | 24.0K | 1,510 | I | ↗ |
| 2026-01-02 | Markell Jack A. | Director | A-Award | A | Class B Common Stock | 8 | 1,091.18 | 8.7K | 33 | I | ↗ |
| 2026-01-02 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 22 | 1,091.18 | 24.0K | 714 | I | ↗ |
| 2026-01-02 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 25 | 1,091.18 | 27.3K | 5,566 | D | ↗ |
| 2026-01-02 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 20 | 1,091.18 | 21.8K | 421 | I | ↗ |
| 2025-12-29 | Weymouth Katharine | Director | J-Other | A | Class A Common Stock | 36,000 | 0.00 | — | 36,000 | D | ↗ |
| 2025-11-11 | O'Shaughnessy Timothy J | Director / Officer | M-Exempt | A | Class B Common Stock | 7,582 | 872.01 | 6.61M | 34,323 | D | ↗ |
| 2025-11-11 | O'Shaughnessy Laura | 10% Owner | M-Exempt | A | Class B Common Stock | 7,582 | 872.01 | 6.61M | 34,315 | D | ↗ |
| 2025-10-20 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 1,000 | 0.00 | — | 6,535 | D | ↗ |
| 2025-10-07 | O'Shaughnessy Timothy J | Director / Officer | J-Other | A | Class A Common Stock | 2,800 | 0.00 | — | 5,500 | I | ↗ |
| 2025-10-07 | O'Shaughnessy Laura | 10% Owner | J-Other | D | Class B Common Stock | 2,800 | 0.00 | — | 26,733 | D | ↗ |
| 2025-10-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 21 | 1,165.25 | 24.5K | 1,488 | I | ↗ |
| 2025-10-01 | Markell Jack A. | Director | A-Award | A | Class B Common Stock | 7 | 1,165.25 | 8.2K | 25 | I | ↗ |
| 2025-10-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 21 | 1,165.25 | 24.5K | 692 | I | ↗ |
| 2025-10-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 23 | 1,165.25 | 26.8K | 5,541 | D | ↗ |
| 2025-10-01 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 19 | 1,165.25 | 22.1K | 401 | I | ↗ |
| 2025-09-29 | O'Shaughnessy Timothy J | Director / Officer | F-InKind | D | Class B Common Stock | 6,568 | 1,190.80 | 7.82M | 25,439 | D | ↗ |
| 2025-09-29 | O'Shaughnessy Laura | 10% Owner | M-Exempt | D | Employee Stock Option (Right to Buy) | 7,580 | 872.01 | 6.61M | 7,582 | I | ↗ |
| 2025-08-20 | O'Shaughnessy Timothy J | Director / Officer | M-Exempt | A | Class B Common Stock | 7,580 | 872.01 | 6.61M | 31,305 | D | ↗ |
| 2025-08-20 | O'Shaughnessy Laura | 10% Owner | M-Exempt | A | Class B Common Stock | 7,580 | 872.01 | 6.61M | 28,605 | I | ↗ |
| 2025-08-19 | Maas, Jacob | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 2,000 | 804.80 | 1.61M | 0 | D | ↗ |
| 2025-07-30 | Allen Tony | Director | S-Sale | D | Class B Common Stock | 7 | 942.89 | 6.6K | 8 | D | ↗ |
| 2025-07-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 26 | 954.49 | 24.8K | 1,467 | I | ↗ |
| 2025-07-01 | Markell Jack A. | Director | A-Award | A | Class B Common Stock | 9 | 954.49 | 8.6K | 18 | I | ↗ |
| 2025-07-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 26 | 954.49 | 24.8K | 671 | I | ↗ |
| 2025-07-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 28 | 954.49 | 26.7K | 5,518 | D | ↗ |
| 2025-07-01 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 23 | 954.49 | 22.0K | 382 | I | ↗ |
| 2025-04-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 25 | 970.97 | 24.3K | 1,441 | I | ↗ |
| 2025-04-01 | Markell Jack A. | Director | A-Award | A | Class B Common Stock | 9 | 970.97 | 8.7K | 9 | I | ↗ |
| 2025-04-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 25 | 970.97 | 24.3K | 645 | I | ↗ |
| 2025-04-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 28 | 970.97 | 27.2K | 5,490 | D | ↗ |
| 2025-04-01 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 23 | 970.97 | 22.3K | 359 | I | ↗ |
| 2025-01-27 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 1,000 | 0.00 | — | 5,725 | D | ↗ |
| 2025-01-06 | Snyman Marcel A. | Officer | S-Sale | D | Class B Common Stock | 159 | 881.30 | 140.1K | 442 | D | ↗ |
| 2025-01-02 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 28 | 871.87 | 24.4K | 1,416 | I | ↗ |
| 2025-01-02 | Stonesifer Sandra M. | Officer | F-InKind | D | Class B Common Stock | 221 | 871.87 | 192.7K | 1,322 | D | ↗ |
| 2025-01-02 | Snyman Marcel A. | Officer | F-InKind | D | Class B Common Stock | 84 | 871.87 | 73.2K | 601 | D | ↗ |
| 2025-01-02 | Rosen Andrew Stephen | Officer | A-Award | A | Class B Common Stock | 344 | 0.00 | — | 37,773 | D | ↗ |
| 2025-01-02 | Maddrey Nicole Marie | Officer | A-Award | A | Class B Common Stock | 401 | 0.00 | — | 4,223 | D | ↗ |
| 2025-01-02 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 430 | 0.00 | — | 4,982 | D | ↗ |
| 2025-01-02 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 28 | 871.87 | 24.4K | 620 | I | ↗ |
| 2025-01-02 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 31 | 871.87 | 27.0K | 5,462 | D | ↗ |
| 2025-01-02 | Cooney Wallace R. | Officer | F-InKind | D | Class B Common Stock | 222 | 871.87 | 193.6K | 3,524 | D | ↗ |
| 2025-01-02 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 25 | 871.87 | 21.8K | 336 | I | ↗ |
| 2024-11-13 | Weymouth Katharine | Director | S-Sale | D | Class B Common Stock | 378 | 949.26 | 358.8K | 1,615 | D | ↗ |
| 2024-11-05 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 1,000 | 0.00 | — | 4,552 | D | ↗ |
| 2024-11-01 | O'Shaughnessy Timothy J | Director / Officer | M-Exempt | A | Class B Common Stock | 25,754 | 719.15 | 18.52M | 47,578 | D | ↗ |
| 2024-11-01 | O'Shaughnessy Laura | 10% Owner | F-InKind | D | Class B Common Stock | 23,858 | 843.67 | 20.13M | 21,020 | I | ↗ |
| 2024-10-15 | O'Shaughnessy Timothy J | Director / Officer | F-InKind | D | Class B Common Stock | 24,126 | 823.33 | 19.86M | 21,824 | D | ↗ |
| 2024-10-15 | O'Shaughnessy Laura | 10% Owner | M-Exempt | A | Class B Common Stock | 25,752 | 719.15 | 18.52M | 43,250 | I | ↗ |
| 2024-10-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 30 | 806.69 | 24.2K | 1,388 | I | ↗ |
| 2024-10-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 30 | 806.69 | 24.2K | 592 | I | ↗ |
| 2024-10-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 34 | 806.69 | 27.4K | 5,431 | D | ↗ |
| 2024-10-01 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 27 | 806.69 | 21.8K | 311 | I | ↗ |
| 2024-09-23 | O'Shaughnessy Timothy J | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 25,752 | 719.15 | 18.52M | 51,506 | D | ↗ |
| 2024-09-23 | O'Shaughnessy Laura | 10% Owner | M-Exempt | D | Stock Option (Right to Buy) | 25,752 | 719.15 | 18.52M | 51,506 | I | ↗ |
| 2024-09-12 | GAYNER THOMAS SINNICKSON | Director | P-Purchase | A | Class B Common Stock | 100 | 743.30 | 74.3K | 700 | — | ↗ |
| 2024-09-03 | O'Shaughnessy Laura | 10% Owner | — | I | Stock Option (Right to Buy) | 132,415 | 0.00 | — | 0 | — | ↗ |
| 2024-07-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 35 | 695.03 | 24.3K | 1,358 | — | ↗ |
| 2024-07-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 35 | 695.03 | 24.3K | 562 | — | ↗ |
| 2024-07-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 39 | 695.03 | 27.1K | 5,397 | — | ↗ |
| 2024-07-01 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 32 | 695.03 | 22.2K | 284 | — | ↗ |
| 2024-05-28 | MULCAHY ANNE M | Director | P-Purchase | A | Class B Common Stock | 135 | 745.07 | 100.6K | 662 | — | ↗ |
| 2024-04-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 32 | 761.13 | 24.4K | 1,323 | — | ↗ |
| 2024-04-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 32 | 761.13 | 24.4K | 527 | — | ↗ |
| 2024-04-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 36 | 761.13 | 27.4K | 5,358 | — | ↗ |
| 2024-04-01 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 29 | 427.23 | 12.4K | 252 | — | ↗ |
| 2024-03-14 | Weymouth Katharine | Director | S-Sale | D | Class B Common Stock | 556 | 712.99 | 396.4K | 1,993 | — | ↗ |
| 2024-01-02 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 35 | 696.72 | 24.4K | 1,291 | — | ↗ |
| 2024-01-02 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 35 | 696.72 | 24.4K | 495 | — | ↗ |
| 2024-01-02 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 39 | 696.72 | 27.2K | 5,322 | — | ↗ |
| 2024-01-02 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 32 | 696.72 | 22.3K | 223 | — | ↗ |
| 2023-11-09 | GAYNER THOMAS SINNICKSON | Director | P-Purchase | A | Class B Common Stock | 100 | 607.24 | 60.7K | 600 | — | ↗ |
| 2023-11-08 | Allen Tony | Director | S-Sale | D | Class B Common Stock | 75 | 619.03 | 46.4K | 15 | — | ↗ |
| 2023-10-02 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 42 | 581.52 | 24.4K | 1,256 | — | ↗ |
| 2023-10-02 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 42 | 581.52 | 24.4K | 460 | — | ↗ |
| 2023-10-02 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 47 | 581.52 | 27.3K | 5,283 | — | ↗ |
| 2023-10-02 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 38 | 581.52 | 22.1K | 191 | — | ↗ |
| 2023-10-02 | Allen Tony | Director | A-Award | A | Class B Common Stock | 15 | 581.52 | 8.7K | 90 | — | ↗ |
| 2023-09-08 | GAYNER THOMAS SINNICKSON | Director | P-Purchase | A | Class B Common Stock | 100 | 569.83 | 57.0K | 500 | — | ↗ |
| 2023-07-06 | O'Shaughnessy Timothy J | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 2,060 | 426.86 | 879.3K | 71,045 | — | ↗ |
| 2023-07-03 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 43 | 571.58 | 24.6K | 1,214 | — | ↗ |
| 2023-07-03 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 43 | 571.58 | 24.6K | 418 | — | ↗ |
| 2023-07-03 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 48 | 571.58 | 27.4K | 5,236 | — | ↗ |
| 2023-07-03 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 39 | 571.58 | 22.3K | 153 | — | ↗ |
| 2023-07-03 | Allen Tony | Director | A-Award | A | Class B Common Stock | 15 | 571.58 | 8.6K | 75 | — | ↗ |
| 2023-05-09 | GAYNER THOMAS SINNICKSON | Director | P-Purchase | A | Class B Common Stock | 100 | 581.63 | 58.2K | 5,600 | — | ↗ |
| 2023-04-03 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 42 | 593.17 | 24.9K | 1,171 | — | ↗ |
| 2023-04-03 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 42 | 593.17 | 24.9K | 375 | — | ↗ |
| 2023-04-03 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 46 | 593.17 | 27.3K | 5,188 | — | ↗ |
| 2023-04-03 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 37 | 593.17 | 21.9K | 114 | — | ↗ |
| 2023-04-03 | Allen Tony | Director | A-Award | A | Class B Common Stock | 15 | 593.17 | 8.9K | 60 | — | ↗ |
| 2023-03-07 | O'Shaughnessy Timothy J | Director / Officer | M-Exempt | A | Stock Option (Right to Buy) | 1,000 | 426.86 | 426.9K | 73,105 | — | ↗ |
| 2023-01-09 | Snyman Marcel A. | Officer | S-Sale | D | Class B Common Stock | 128 | 617.68 | 79.1K | 456 | — | ↗ |
| 2023-01-04 | Snyman Marcel A. | Officer | S-Sale | D | Class B Common Stock | 72 | 611.06 | 44.0K | 584 | — | ↗ |
| 2023-01-03 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 41 | 609.02 | 25.0K | 1,129 | — | ↗ |
| 2023-01-03 | Stonesifer Sandra M. | Officer | A-Award | A | Class B Common Stock | 525 | 0.00 | — | 1,142 | — | ↗ |
| 2023-01-03 | Snyman Marcel A. | Officer | A-Award | A | Class B Common Stock | 213 | 0.00 | — | 656 | — | ↗ |
| 2023-01-03 | Rosen Andrew Stephen | Officer | A-Award | A | Class B Common Stock | 493 | 0.00 | — | 37,429 | — | ↗ |
| 2023-01-03 | Maddrey Nicole Marie | Officer | A-Award | A | Class B Common Stock | 575 | 0.00 | — | 3,822 | — | ↗ |
| 2023-01-03 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 616 | 0.00 | — | 3,552 | — | ↗ |
| 2023-01-03 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 41 | 609.02 | 25.0K | 333 | — | ↗ |
| 2023-01-03 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 45 | 609.02 | 27.4K | 5,142 | — | ↗ |
| 2023-01-03 | Cooney Wallace R. | Officer | A-Award | A | Class B Common Stock | 616 | 0.00 | — | 3,316 | — | ↗ |
| 2023-01-03 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 36 | 609.02 | 21.9K | 77 | — | ↗ |
| 2023-01-03 | Allen Tony | Director | A-Award | A | Class B Common Stock | 14 | 609.02 | 8.5K | 45 | — | ↗ |
| 2022-10-03 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 45 | 546.35 | 24.6K | 1,088 | — | ↗ |
| 2022-10-03 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 45 | 546.35 | 24.6K | 292 | — | ↗ |
| 2022-10-03 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 50 | 546.35 | 27.3K | 5,097 | — | ↗ |
| 2022-10-03 | CONLEY DANIELLE Y. | Director | A-Award | A | Class B Common Stock | 41 | 546.35 | 22.4K | 41 | — | ↗ |
| 2022-10-03 | Allen Tony | Director | A-Award | A | Class B Common Stock | 16 | 546.35 | 8.7K | 31 | — | ↗ |
| 2022-09-16 | GAYNER THOMAS SINNICKSON | Director | P-Purchase | A | Class B Common Stock | 100 | 556.15 | 55.6K | 5,500 | — | ↗ |
| 2022-09-15 | CONLEY DANIELLE Y. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-01 | WAGONER G RICHARD JR | Director | A-Award | A | Class B Common Stock | 43 | 574.12 | 24.7K | 1,043 | — | ↗ |
| 2022-07-01 | MULCAHY ANNE M | Director | A-Award | A | Class B Common Stock | 43 | 574.12 | 24.7K | 247 | — | ↗ |
| 2022-07-01 | Davis Christopher C | Director | A-Award | A | Class B Common Stock | 47 | 574.12 | 27.0K | 5,047 | — | ↗ |
| 2022-07-01 | Allen Tony | Director | A-Award | A | Class B Common Stock | 15 | 574.12 | 8.6K | 15 | — | ↗ |
| 2022-03-07 | O'Shaughnessy Timothy J | Director / Officer | M-Exempt | D | Stock Option (Right to Buy) | 3,153 | 426.86 | 1.35M | 74,105 | — | ↗ |
| 2022-01-19 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 1,000 | 0.00 | — | 2,936 | — | ↗ |
| 2021-12-30 | Stonesifer Sandra M. | Officer | P-Purchase | A | Class B Common Stock | 20 | 591.99 | 11.8K | 617 | — | ↗ |
| 2021-12-22 | Rosen Andrew Stephen | Officer | G-Gift | D | Class B Common Stock | 3,000 | 0.00 | — | 36,936 | — | ↗ |
| 2021-12-01 | Markell Jack A. | Director | P-Purchase | A | Class B Common Stock | 60 | 570.00 | 34.2K | 60 | — | ↗ |
| 2021-11-11 | GAYNER THOMAS SINNICKSON | Director | P-Purchase | A | Class B Common Stock | 100 | 595.17 | 59.5K | 5,400 | — | ↗ |
| 2021-11-04 | Snyman Marcel A. | Officer | S-Sale | D | Class B Common Stock | 128 | 605.07 | 77.4K | 443 | — | ↗ |
| 2021-02-23 | Allen Tony | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-01-14 | Stonesifer Sandra M. | Officer | — | D | Class B Common Stock | 0 | 0.00 | — | 597 | — | ↗ |
| 2021-01-06 | Snyman Marcel A. | Officer | S-Sale | D | Class B Common Stock | 66 | 527.61 | 34.8K | 577 | — | ↗ |
| 2021-01-04 | Snyman Marcel A. | Officer | A-Award | A | Class B Common Stock | 243 | 0.00 | — | 643 | — | ↗ |
| 2021-01-04 | Rosen Andrew Stephen | Officer | A-Award | A | Class B Common Stock | 560 | 0.00 | — | 39,936 | — | ↗ |
| 2021-01-04 | Maddrey Nicole Marie | Officer | A-Award | A | Class B Common Stock | 597 | 0.00 | — | 3,247 | — | ↗ |
| 2021-01-04 | Maas, Jacob | Officer | A-Award | A | Class B Common Stock | 700 | 0.00 | — | 1,936 | — | ↗ |
| 2021-01-04 | Cooney Wallace R. | Officer | A-Award | A | Class B Common Stock | 700 | 0.00 | — | 2,700 | — | ↗ |
| 2020-12-22 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 600 | 500.35 | 300.2K | 41,660 | — | ↗ |
| 2020-12-11 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 2,455 | 456.69 | 1.12M | 37,220 | — | ↗ |
| 2020-12-10 | Rosen Andrew Stephen | Officer | M-Exempt | A | Class B Common Stock | 6,148 | 325.26 | 2.00M | 41,781 | — | ↗ |
| 2020-12-08 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 100 | 455.88 | 45.6K | 35,633 | — | ↗ |
| 2020-12-07 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 400 | 459.44 | 183.8K | 35,613 | — | ↗ |
| 2020-12-04 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 1,685 | 466.08 | 785.3K | 35,493 | — | ↗ |
| 2020-12-03 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 4,056 | 450.30 | 1.83M | 34,280 | — | ↗ |
| 2020-12-02 | Rosen Andrew Stephen | Officer | M-Exempt | A | Class B Common Stock | 4,644 | 325.26 | 1.51M | 37,198 | — | ↗ |
| 2020-12-01 | Rosen Andrew Stephen | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 5,093 | 325.26 | 1.66M | 37,302 | — | ↗ |
| 2020-11-24 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 263 | 466.37 | 122.7K | 33,342 | — | ↗ |
| 2020-11-20 | Rosen Andrew Stephen | Officer | M-Exempt | A | Employee Stock Option (right to buy) | 6,727 | 325.26 | 2.19M | 49,131 | — | ↗ |
| 2020-11-11 | Rosen Andrew Stephen | Officer | S-Sale | D | Class B Common Stock | 100 | 457.05 | 45.7K | 32,028 | — | ↗ |
| 2020-09-10 | O'Shaughnessy Timothy J | Director / Officer | A-Award | A | Stock Option (Right to Buy) | 77,258 | 426.86 | 32.98M | 77,258 | — | ↗ |
| 2020-08-27 | Bollinger Lee C | Director | P-Purchase | A | Class B Common Stock | 350 | 426.00 | 149.1K | 1,150 | — | ↗ |
| 2020-08-25 | Weymouth Katharine | Director | S-Sale | D | Class B Common Stock | 1,100 | 414.73 | 456.2K | 2,549 | — | ↗ |
| 2020-08-03 | O'Shaughnessy Timothy J | Director / Officer | D-Return | D | Class B Common Stock | 300 | 0.00 | — | 4,099 | — | ↗ |
| 2020-07-02 | Bollinger Lee C | Director | P-Purchase | A | Class B Common Stock | 300 | 340.00 | 102.0K | 800 | — | ↗ |
| 2020-03-23 | Rosen Andrew Stephen | Officer | P-Purchase | A | Class B Common Stock | 42 | 290.98 | 12.2K | 27,128 | — | ↗ |
| 2020-03-18 | Markell Jack A. | Director | P-Purchase | A | Class B Common Stock | 55 | 315.00 | 17.3K | 110 | — | ↗ |
| 2020-03-05 | Rosen Andrew Stephen | Officer | M-Exempt | A | Class B Common Stock | 5,200 | 325.26 | 1.69M | 25,395 | — | ↗ |
| 2020-03-03 | Rosen Andrew Stephen | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 1,600 | 325.26 | 520.4K | 66,058 | — | ↗ |
| 2020-02-28 | MULCAHY ANNE M | Director | P-Purchase | A | Class B Common Stock | 104 | 485.99 | 50.5K | 204 | — | ↗ |
| 2020-02-27 | Rosen Andrew Stephen | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 9,600 | 325.26 | 3.12M | 67,658 | — | ↗ |
| 2020-02-27 | Markell Jack A. | Director | P-Purchase | A | Class B Common Stock | 55 | 470.00 | 25.9K | 55 | — | ↗ |
| 2020-02-27 | Maas, Jacob | Officer | P-Purchase | A | Class B Common Stock | 210 | 473.01 | 99.3K | 1,236 | — | ↗ |
| 2020-02-27 | MULCAHY ANNE M | Director | P-Purchase | A | Class B Common Stock | 100 | 494.64 | 49.5K | 100 | — | ↗ |
| 2020-02-27 | Bollinger Lee C | Director | P-Purchase | A | Class B Common Stock | 500 | 492.41 | 246.2K | 500 | — | ↗ |
| 2019-12-31 | O'Shaughnessy Timothy J | Director / Officer | — | D | Class B Common Stock | 0 | 0.00 | — | 12,642 | — | ↗ |
| 2019-12-16 | GRAHAM DONALD | Director / 10% Owner | J-Other | D | Class A Common Stock | 101,313 | 0.00 | — | 7,617 | — | ↗ |
| 2019-01-02 | Snyman Marcel A. | Officer | S-Sale | D | Class B Common Stock | 100 | 633.07 | 63.3K | 400 | — | ↗ |
| 2019-01-02 | Rosen Andrew Stephen | Officer | A-Award | A | Class B Common Stock | 820 | — | — | 8,995 | — | ↗ |
| 2019-01-02 | O'Shaughnessy Timothy J | Director / Officer | A-Award | A | Class B Common Stock | 600 | 0.00 | — | 3,382 | — | ↗ |
| 2019-01-02 | Maddrey Nicole Marie | Officer | A-Award | A | Class B Common Stock | 500 | — | — | 2,650 | — | ↗ |
| 2019-01-02 | Demeter Denise M | Officer | A-Award | A | Class B Common Stock | 400 | 0.00 | — | 1,650 | — | ↗ |
| 2018-12-26 | GRAHAM DONALD | Director / 10% Owner | J-Other | A | Class A Common Stock | 69,625 | 0.00 | — | 108,930 | — | ↗ |
| 2018-11-17 | O'Shaughnessy Timothy J | Director / Officer | L-Small | A | Class B Common Stock | 3 | 611.94 | 1.7K | 11,754 | — | ↗ |
| 2018-10-09 | Weymouth Katharine | Director | S-Sale | D | Class B Common Stock | 1,100 | 579.95 | 637.9K | 3,649 | — | ↗ |
| 2018-09-21 | Weymouth Katharine | Director | S-Sale | D | Class B Common Stock | 700 | 590.28 | 413.2K | 4,749 | — | ↗ |
| 2018-08-08 | O'Shaughnessy Timothy J | Director / Officer | L-Small | A | Class B Common Stock | 3 | 559.55 | 1.7K | 11,751 | — | ↗ |
| 2018-08-03 | O'Shaughnessy Timothy J | Director / Officer | P-Purchase | A | Class B Common Stock | 150 | 561.55 | 84.2K | 10,692 | — | ↗ |
| 2018-08-03 | GRAHAM DONALD | Director / 10% Owner | P-Purchase | A | Class B Common Stock | 215 | 556.75 | 119.7K | 5,375 | — | ↗ |
| 2018-08-02 | O'Shaughnessy Timothy J | Director / Officer | P-Purchase | A | Class B Common Stock | 410 | 549.50 | 225.3K | 5,160 | — | ↗ |
| 2018-08-02 | GRAHAM DONALD | Director / 10% Owner | P-Purchase | A | Class B Common Stock | 410 | 549.50 | 225.3K | 5,160 | — | ↗ |
| 2018-07-05 | Weymouth Katharine | Director | S-Sale | D | CLASS B COMMON STOCK | 1,001 | 595.00 | 595.6K | 10,720 | — | ↗ |
| 2018-05-15 | O'Shaughnessy Timothy J | Director / Officer | L-Small | A | Class B Common Stock | 3 | 595.40 | 1.7K | 11,748 | — | ↗ |
| 2018-05-11 | Weymouth Katharine | Director | S-Sale | D | CLASS B COMMON STOCK | 11 | 602.73 | 6.6K | 12,710 | — | ↗ |
| 2018-04-06 | O'Shaughnessy Timothy J | Director / Officer | J-Other | A | Class A Common Stock | 13,941 | 0.00 | — | 48,626 | — | ↗ |
| 2018-04-06 | GRAHAM DONALD | Director / 10% Owner | J-Other | A | Class A Common Stock | 55,764 | 0.00 | — | 194,505 | — | ↗ |
| 2018-03-15 | GRAHAM DONALD | Director / 10% Owner | J-Other | D | Class A Common Stock | 30,000 | 0.00 | — | 178,555 | — | ↗ |
| 2018-02-22 | O'Shaughnessy Timothy J | Director / Officer | L-Small | A | Class B Common Stock | 3 | 599.50 | 1.7K | 11,745 | — | ↗ |
| 2018-01-18 | Snyman Marcel A. | Officer | — | D | Class B Common Stock | 0 | 0.00 | — | 300 | — | ↗ |
| 2018-01-12 | GRAHAM DONALD | Director / 10% Owner | G-Gift | D | Class A Common Stock | 5,400 | 0.00 | — | 138,741 | — | ↗ |
| 2017-12-20 | GRAHAM DONALD | Director / 10% Owner | G-Gift | D | Class B Common Stock | 1,800 | 0.00 | — | 3,800 | — | ↗ |
| 2017-12-15 | Weymouth Katharine | Director | S-Sale | D | CLASS B COMMON STOCK | 529 | 564.85 | 298.8K | 13,221 | — | ↗ |
| 2017-12-14 | Weymouth Katharine | Director | S-Sale | D | CLASS B COMMON STOCK | 45 | 563.00 | 25.3K | 13,750 | — | ↗ |
| 2017-10-27 | O'Shaughnessy Timothy J | Director / Officer | G-Gift | A | Class A Common Stock | 14,810 | 0.00 | — | 34,865 | — | ↗ |
| 2017-10-27 | GRAHAM DONALD | Director / 10% Owner | G-Gift | D | Class A Common Stock | 59,241 | 0.00 | — | 0 | — | ↗ |
| 2017-09-28 | GRAHAM DONALD | Director / 10% Owner | G-Gift | D | Class B Common Stock | 2,000 | 0.00 | — | 5,600 | — | ↗ |
| 2017-07-28 | GRAHAM DONALD | 10% Owner | S-Sale | D | Class A Common Stock | 10,188 | 0.00 | — | 206,233 | — | ↗ |
| 2017-07-24 | O'Shaughnessy Timothy J | Director / Officer | P-Purchase | A | Class A Common Stock | 10,188 | 0.00 | — | 20,055 | — | ↗ |
| 2017-07-24 | GRAHAM DONALD | 10% Owner | S-Sale | D | Class A Common Stock | 30,564 | 0.00 | — | 216,421 | — | ↗ |
| 2017-05-04 | Markell Jack A. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
16.4K
Shares Outstanding
4.33M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 2.00M | — | 299.9K | — | 4.20M | 6.74M | 13.24M | 2.26% | ↗ |
| 2 | 2025 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 1.20M | — | — | — | 2.73M | 61.3K | 3.99M | 0.00% | ↗ |
| 3 | 2025 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 725.0K | — | 374.9K | — | 412.1K | 266.2K | 1.78M | 21.08% | ↗ |
| 4 | 2025 | Jacob M. Maas Executive Vice President | 750.0K | — | 374.9K | — | 426.3K | 55.6K | 1.61M | 23.33% | ↗ |
| 5 | 2025 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 700.0K | — | 349.6K | — | 318.3K | 205.0K | 1.57M | 22.23% | ↗ |
| 6 | 2024 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 2.00M | — | — | — | 4.44M | 482.3K | 6.92M | 0.00% | ↗ |
| 7 | 2024 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 1.20M | — | — | — | 2.66M | 51.5K | 3.92M | 0.00% | ↗ |
| 8 | 2024 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 725.0K | — | — | — | 1.18M | 208.7K | 2.12M | 0.00% | ↗ |
| 9 | 2024 | Jacob M. Maas Executive Vice President | 750.0K | — | — | — | 997.4K | 55.5K | 1.80M | 0.00% | ↗ |
| 10 | 2024 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 700.0K | — | — | — | 911.9K | 147.7K | 1.76M | 0.00% | ↗ |
| 11 | 2023 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | 300.2K | — | 3.18M | 1.24M | 6.34M | 4.73% | ↗ |
| 12 | 2023 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 900.0K | — | — | — | 843.6K | 37.7K | 1.78M | 0.00% | ↗ |
| 13 | 2023 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 675.0K | — | 375.2K | — | 316.3K | 183.1K | 1.55M | 24.21% | ↗ |
| 14 | 2023 | Jacob M. Maas Executive Vice President | 700.0K | — | 375.2K | — | 328.1K | 44.8K | 1.45M | 25.91% | ↗ |
| 15 | 2023 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 650.0K | — | 350.2K | — | 243.7K | 151.6K | 1.40M | 25.09% | ↗ |
| 16 | 2022 | Jacob M. Maas Executive Vice President | 700.0K | — | 3.49M | — | 1.04M | 34.1K | 5.26M | 66.37% | ↗ |
| 17 | 2022 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 900.0K | — | — | — | 2.56M | 26.0K | 3.49M | 0.00% | ↗ |
| 18 | 2022 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | — | — | 1.58M | 51.4K | 3.25M | 0.00% | ↗ |
| 19 | 2022 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 675.0K | — | — | — | 1.20M | 11.3K | 1.89M | 0.00% | ↗ |
| 20 | 2022 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 650.0K | — | — | — | 924.0K | 10.0K | 1.58M | 0.00% | ↗ |
| 21 | 2021 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | 300.3K | — | 3.00M | 69.4K | 4.99M | 6.02% | ↗ |
| 22 | 2021 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 750.0K | — | — | — | 1.50M | 22.5K | 2.27M | 0.00% | ↗ |
| 23 | 2021 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 620.0K | — | 375.3K | — | 620.0K | 115.1K | 1.73M | 21.69% | ↗ |
| 24 | 2021 | Jacob M. Maas Executive Vice President | 620.0K | — | 375.3K | — | 496.0K | 30.3K | 1.52M | 24.67% | ↗ |
| 25 | 2021 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 615.0K | — | 320.1K | — | 492.0K | 83.2K | 1.51M | 21.19% | ↗ |
| 26 | 2020 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 562.5K | — | — | 7.25M | 1.82M | 22.2K | 9.65M | 75.06% | ↗ |
| 27 | 2020 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.21M | — | — | — | 1.63M | 3.47M | 6.30M | 0.00% | ↗ |
| 28 | 2020 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 558.0K | — | — | — | 1.05M | 290.6K | 1.90M | 0.00% | ↗ |
| 29 | 2020 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 553.5K | — | — | — | 816.2K | 223.2K | 1.59M | 0.00% | ↗ |
| 30 | 2020 | Denise M. Demeter Vice President–Chief Human Resources Officer | 433.0K | — | 37.8K | — | 647.9K | 342.2K | 1.46M | 2.58% | ↗ |
| 31 | 2019 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | 524.2K | — | 1.20M | 4.84M | 8.18M | 6.41% | ↗ |
| 32 | 2019 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 580.0K | — | 383.6K | — | 271.0K | 272.8K | 1.51M | 25.45% | ↗ |
| 33 | 2019 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 750.0K | — | — | — | 701.0K | 19.9K | 1.47M | 0.00% | ↗ |
| 34 | 2019 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 575.0K | — | 319.7K | — | 215.0K | 206.0K | 1.32M | 24.30% | ↗ |
| 35 | 2019 | Denise M. Demeter Vice President–Chief Human Resources Officer | 450.0K | — | 255.7K | — | 168.2K | 351.4K | 1.23M | 20.87% | ↗ |
| 36 | 2018 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | — | — | 2.69M | 87.4K | 4.41M | 0.00% | ↗ |
| 37 | 2018 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 750.0K | — | — | — | 2.21M | 27.4K | 2.98M | 0.00% | ↗ |
| 38 | 2018 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 580.0K | — | — | — | 1.12M | 55.2K | 1.75M | 0.00% | ↗ |
| 39 | 2018 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 575.0K | — | — | — | 1.02M | 32.7K | 1.63M | 0.00% | ↗ |
| 40 | 2018 | Jacob M. Maas Senior Vice President–Planning and Development | 575.0K | — | — | — | 828.8K | 24.5K | 1.43M | 0.00% | ↗ |
| 41 | 2018 | Denise M. Demeter Vice President–Chief Human Resources Officer | 450.0K | — | — | — | 808.8K | 90.1K | 1.35M | 0.00% | ↗ |
| 42 | 2017 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | 519.0K | — | 1.12M | 3.23M | 6.50M | 7.99% | ↗ |
| 43 | 2017 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 555.0K | — | 314.3K | 240.9K | 252.5K | 163.6K | 1.53M | 36.38% | ↗ |
| 44 | 2017 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 750.0K | — | — | — | 682.4K | 16.2K | 1.45M | 0.00% | ↗ |
| 45 | 2017 | Denise M. Demeter Vice President–Chief Human Resources Officer | 410.0K | — | 207.6K | — | 149.2K | 374.8K | 1.14M | 18.18% | ↗ |
| 46 | 2017 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 525.0K | — | 259.5K | — | 191.1K | 131.4K | 1.11M | 23.44% | ↗ |
| 47 | 2017 | Hal S. Jones Former Senior Vice President–Finance and Chief Financial Officer | 202.5K | — | 105.1K | — | 92.1K | 587.6K | 987.3K | 10.65% | ↗ |
| 48 | 2016 | Andrew S. Rosen Chairman Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | — | — | 1.90M | 2.07M | 5.60M | 0.00% | ↗ |
| 49 | 2016 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | — | — | 1.90M | 2.07M | 5.60M | 0.00% | ↗ |
| 50 | 2016 | Hal S. Jones Former Senior Vice President–Finance and Chief Financial Officer | 810.0K | — | — | — | 1.76M | 697.2K | 3.27M | 0.00% | ↗ |
| 51 | 2016 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 810.0K | — | — | — | 1.76M | 697.2K | 3.27M | 0.00% | ↗ |
| 52 | 2016 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 750.0K | — | — | — | 1.86M | 8.9K | 2.62M | 0.00% | ↗ |
| 53 | 2016 | Gerald M. Rosberg Senior Vice President–Planning and Development | 289.7K | — | 454.0K | — | 1.24M | 183.8K | 2.16M | 20.97% | ↗ |
| 54 | 2016 | Wallace R. Cooney Senior Vice President–Finance and Chief Financial Officer | 480.0K | — | — | — | 920.2K | 106.4K | 1.51M | 0.00% | ↗ |
| 55 | 2016 | Wallace R. Cooney Vice President–Finance and Chief Accounting Officer | 480.0K | — | — | — | 920.2K | 106.4K | 1.51M | 0.00% | ↗ |
| 56 | 2016 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 525.0K | — | — | — | 590.8K | 90.8K | 1.21M | 0.00% | ↗ |
| 57 | 2015 | Andrew S. Rosen Chairman–Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | 871.9K | 15.53M | 1.15M | 662.8K | 19.84M | 82.67% | ↗ |
| 58 | 2015 | Andrew S. Rosen Chairman Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | 871.9K | 15.53M | 1.15M | 662.8K | 19.84M | 82.67% | ↗ |
| 59 | 2015 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 750.0K | — | — | 2.95M | 906.0K | 5.0K | 4.61M | 63.99% | ↗ |
| 60 | 2015 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 785.0K | 200.0K | 610.3K | 398.3K | 474.1K | 515.4K | 2.98M | 33.81% | ↗ |
| 61 | 2015 | Hal S. Jones Former Senior Vice President–Finance and Chief Financial Officer | 785.0K | 200.0K | 610.3K | 398.3K | 474.1K | 515.4K | 2.98M | 33.81% | ↗ |
| 62 | 2015 | Gerald M. Rosberg Senior Vice President–Planning and Development | 665.0K | — | 610.3K | 347.5K | 321.3K | 39.4K | 1.98M | 48.29% | ↗ |
| 63 | 2015 | Nicole M. Maddrey Senior Vice President, General Counsel & Secretary | 500.0K | 400.0K | 435.9K | — | 241.6K | 80.0K | 1.66M | 26.30% | ↗ |
| 64 | 2015 | Nicole M. Maddrey Senior Vice President, General Counsel and Secretary | 500.0K | 400.0K | 435.9K | — | 241.6K | 80.0K | 1.66M | 26.30% | ↗ |
| 65 | 2015 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 359.5K | — | — | — | — | 2.7K | 362.2K | 0.00% | ↗ |
| 66 | 2014 | Timothy J. O ’ Shaughnessy | 125.0K | — | — | 8.80M | 130.6K | — | 9.06M | 97.18% | ↗ |
| 67 | 2014 | Timothy J. O’Shaughnessy President and Chief Executive Officer | 125.0K | — | — | 8.80M | 130.6K | — | 9.06M | 97.18% | ↗ |
| 68 | 2014 | Andrew S. Rosen Chairman Kaplan Inc. and Executive Vice President–Graham Holdings Co. | 1.63M | — | — | — | 1.13M | 6.07M | 8.82M | 0.00% | ↗ |
| 69 | 2014 | Ann L. McDaniel Senior Vice President | 642.0K | — | — | — | 1.07M | 56.4K | 5.74M | 0.00% | ↗ |
| 70 | 2014 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 755.0K | — | — | — | 1.17M | 1.44M | 5.65M | 0.00% | ↗ |
| 71 | 2014 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 755.0K | — | — | — | 1.17M | 3.72M | 5.65M | 0.00% | ↗ |
| 72 | 2014 | Gerald M. Rosberg Senior Vice President–Planning and Development | 642.0K | — | — | — | 1.05M | 1.67M | 3.36M | 0.00% | ↗ |
| 73 | 2014 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 463.3K | 863.3K | 0.00% | ↗ |
| 74 | 2014 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 2.6K | 863.3K | 0.00% | ↗ |
| 75 | 2013 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 725.0K | 500.0K | — | — | 596.6K | 579.5K | 2.40M | 0.00% | ↗ |
| 76 | 2013 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 725.0K | 500.0K | — | — | 596.6K | 27.0K | 2.40M | 0.00% | ↗ |
| 77 | 2013 | Veronica Dillon Senior Vice President, General Counsel and Secretary | 615.0K | 500.0K | — | — | 404.9K | 97.0K | 1.86M | 0.00% | ↗ |
| 78 | 2013 | Ann L. McDaniel Senior Vice President | 615.0K | 200.0K | — | — | 466.4K | 31.7K | 1.75M | 0.00% | ↗ |
| 79 | 2013 | Gerald M. Rosberg Senior Vice President–Planning and Development | 615.0K | — | — | — | 404.9K | 21.3K | 1.04M | 0.00% | ↗ |
| 80 | 2013 | Gerald M. Rosberg Senior Vice President–Planning and Development | 615.0K | — | — | — | 404.9K | 21.3K | 1.04M | 0.00% | ↗ |
| 81 | 2013 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 2.6K | 402.6K | 0.00% | ↗ |
| 82 | 2013 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 2.6K | 402.6K | 0.00% | ↗ |
| 83 | 2012 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 700.0K | — | 297.7K | — | 1.31M | 67.8K | 3.61M | 8.24% | ↗ |
| 84 | 2012 | Ann L. McDaniel Senior Vice President | 592.3K | — | 297.7K | — | 1.07M | 81.4K | 3.23M | 9.23% | ↗ |
| 85 | 2012 | Veronica Dillon Senior Vice President, General Counsel and Secretary | 592.3K | — | 297.7K | — | 1.01M | 144.6K | 3.06M | 9.72% | ↗ |
| 86 | 2012 | Veronica Dillon Senior Vice President, Secretary and General Counsel | 592.3K | — | 297.7K | — | 1.01M | 144.6K | 3.06M | 9.72% | ↗ |
| 87 | 2012 | Gerald M. Rosberg Senior Vice President–Planning and Development | 592.3K | — | 297.7K | — | 1.01M | 64.6K | 2.26M | 13.18% | ↗ |
| 88 | 2012 | Gerald M. Rosberg Senior Vice President– Planning and Development | 592.3K | — | 297.7K | — | 1.01M | 64.6K | 2.26M | 13.18% | ↗ |
| 89 | 2012 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 13.0K | 877.7K | 0.00% | ↗ |
| 90 | 2011 | Ann L. McDaniel Senior Vice President | 575.0K | — | 352.7K | — | 122.5K | 68.2K | 2.61M | 13.52% | ↗ |
| 91 | 2011 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 675.0K | — | 352.7K | — | 179.7K | 46.4K | 2.22M | 15.88% | ↗ |
| 92 | 2011 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 675.0K | — | 352.7K | — | 179.7K | 46.4K | 2.22M | 15.88% | ↗ |
| 93 | 2011 | Gerald M. Rosberg Senior Vice President– Planning and Development | 575.0K | — | 352.7K | — | 122.5K | 50.6K | 1.88M | 18.75% | ↗ |
| 94 | 2011 | Gerald M. Rosberg Senior Vice President–Planning and Development | 575.0K | — | 352.7K | — | 122.5K | 50.6K | 1.88M | 18.75% | ↗ |
| 95 | 2011 | Gerald M. Rosberg Senior Vice President– Planning and Development | 575.0K | — | 352.7K | — | 122.5K | 50.6K | 1.88M | 18.75% | ↗ |
| 96 | 2011 | Veronica Dillon Senior Vice President, Secretary and General Counsel | 575.0K | — | 352.7K | — | 122.5K | 127.9K | 1.82M | 19.33% | ↗ |
| 97 | 2011 | Veronica Dillon Senior Vice President, General Counsel and Secretary | 575.0K | — | 352.7K | — | 122.5K | 127.9K | 1.82M | 19.33% | ↗ |
| 98 | 2011 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 12.7K | 1.03M | 0.00% | ↗ |
| 99 | 2010 | Ann L. McDaniel Senior Vice President | 530.0K | — | — | — | 1.56M | 76.6K | 2.60M | 0.00% | ↗ |
| 100 | 2010 | Gerald M. Rosberg Senior Vice President – Planning and Development | 545.0K | — | — | — | 1.18M | 42.7K | 2.36M | 0.00% | ↗ |
| 101 | 2010 | Gerald M. Rosberg Senior Vice President– Planning and Development | 545.0K | — | — | — | 1.18M | 42.7K | 2.36M | 0.00% | ↗ |
| 102 | 2010 | Hal S. Jones Senior Vice President – Finance and Chief Financial Officer | 635.0K | — | — | 106.7K | 918.6K | 38.0K | 2.20M | 4.86% | ↗ |
| 103 | 2010 | Hal S. Jones Senior Vice President–Finance and Chief Financial Officer | 635.0K | — | — | — | 918.6K | 38.0K | 2.20M | 0.00% | ↗ |
| 104 | 2010 | Boisfeuillet Jones, Jr. Vice Chairman | 690.0K | — | — | — | 1.16M | 41.5K | 1.96M | 0.00% | ↗ |
| 105 | 2010 | Veronica Dillon Senior Vice President, Secretary and General Counsel | 545.0K | — | — | — | 939.5K | 116.4K | 1.94M | 0.00% | ↗ |
| 106 | 2010 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 12.7K | 429.1K | 0.00% | ↗ |
| 107 | 2009 | Ann L. McDaniel Senior Vice President | 470.0K | — | 1.30M | — | 188.0K | 77.3K | 2.26M | 57.56% | ↗ |
| 108 | 2009 | Hal S. Jones Senior Vice President – Finance and Chief Financial Officer | 600.0K | — | 165.3K | — | 300.0K | 35.9K | 1.63M | 10.13% | ↗ |
| 109 | 2009 | Hal S. Jones Senior Vice President – Finance and Chief Financial Officer | 600.0K | — | 165.3K | — | 300.0K | 35.9K | 1.63M | 10.13% | ↗ |
| 110 | 2009 | Gerald M. Rosberg Senior Vice President – Planning and Development | 515.0K | — | 165.3K | — | 515.0K | 40.9K | 1.58M | 10.44% | ↗ |
| 111 | 2009 | Boisfeuillet Jones, Jr. Vice Chairman | 678.3K | — | 165.3K | — | 204.0K | 41.1K | 1.47M | 11.26% | ↗ |
| 112 | 2009 | Veronica Dillon Senior Vice President, Secretary and General Counsel | 520.0K | — | 165.3K | — | 208.0K | 119.3K | 1.22M | 13.55% | ↗ |
| 113 | 2009 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 12.7K | 473.0K | 0.00% | ↗ |
| 114 | 2008 | John B. Morse, Jr. Senior Vice President – Finance and Chief Financial Officer | 625.0K | — | 86.4K | 63.0K | 400.2K | 54.0K | 3.47M | 4.30% | ↗ |
| 115 | 2008 | Gerald M. Rosberg Senior Vice President – Planning and Development | 515.0K | — | 725.8K | 79.2K | 306.5K | 36.2K | 2.01M | 40.14% | ↗ |
| 116 | 2008 | Boisfeuillet Jones, Jr. | 678.3K | — | 97.2K | — | 340.2K | 39.1K | 1.51M | 6.44% | ↗ |
| 117 | 2008 | Gerald M. Rosberg Senior Vice President – Planning and Development | 515.0K | — | 225.4K | 1.7K | 306.5K | 36.2K | 1.43M | 15.90% | ↗ |
| 118 | 2008 | Boisfeuillet Jones, Jr. Vice Chairman | 678.3K | — | — | — | 340.2K | 39.1K | 1.41M | 0.00% | ↗ |
| 119 | 2008 | Ann L. McDaniel Senior Vice President | 470.0K | — | 213.4K | 64.7K | 269.8K | 50.7K | 1.34M | 20.74% | ↗ |
| 120 | 2008 | Ann L. McDaniel Senior Vice President | 470.0K | — | — | 79.2K | 269.8K | 50.7K | 1.14M | 6.94% | ↗ |
| 121 | 2008 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | 400.0K | 12.0K | 812.0K | 0.00% | ↗ |
| 122 | 2007 | Ann L. McDaniel Senior Vice President | 440.0K | — | 706.2K | — | 169.3K | 34.0K | 1.69M | 41.70% | ↗ |
| 123 | 2007 | John B. Morse, Jr. Senior Vice President – Finance and Chief Financial Officer | 600.0K | — | 86.4K | 68.7K | 288.6K | 44.0K | 1.65M | 9.40% | ↗ |
| 124 | 2007 | Gerald M. Rosberg Senior Vice President – Planning and Development | 500.0K | — | 149.1K | — | 490.5K | 29.1K | 1.50M | 9.91% | ↗ |
| 125 | 2007 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | — | — | — | 11.7K | 411.7K | 0.00% | ↗ |
| 126 | 2006 | John B. Morse, Jr. Senior Vice President – Finance and Chief Financial Officer | 585.0K | — | 85.1K | 68.7K | 1.29M | 48.9K | 2.37M | 6.49% | ↗ |
| 127 | 2006 | Donald E. Graham Chairman of the Board and Chief Executive Officer | 400.0K | — | 53.9K | — | 400.0K | 11.8K | 865.7K | 6.22% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jacob Maas | Executive Vice President | 6M | male |
| Andrew Stephen Rosen | Executive Vice President | 6M | male |
| Timothy J. O'Shaughnessy | President, Chief Executive Officer & Director | 4M | male |
| Wallace R. Cooney | Senior Vice President of Finance & Chief Financial Officer | 1M | male |
| Nicole Marie Maddrey | Senior Vice President, General Counsel & Secretary | 1M | female |
| Micah Gelman | Director of Video | — | male |
| Paul Tsigrikes | Vice President of Marketing | — | male |
| Sandra Stonesifer | Senior VP & Chief HR and Administrative Officer | — | female |
| Matthew R. Greisler | Vice President & Treasurer | — | male |
| Marcel A. Snyman | Vice President & Chief Accounting Officer | — | male |
ESG Rating
ESG Score History EDUCATION & TRAINING SERVICES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2021-03-04 | 2021-04-19 | Michael McCaul | TX10 | Self | Sale (Full) | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for GHC
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
