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HA Sustainable Infrastructure Capital, Inc. (HASI)

USD38.26 -0.37 (-0.96%)
US NYSE Financial Services Financial - Diversified
Address 1906 Towne Centre Boulevard 21401
Annapolis, MD, US
CEO Jeffrey A. Lipson
IPO 2013-04-18
CIK 1561894 ISIN US41068X1000

Explore sections of this company profile

Also trades on London Stock Exchange · 0J2Z.L (USD) New York Stock Exchange · HASI (USD)
Description

HA Sustainable Infrastructure Capital, Inc. (HASI) specializes in providing financial capital and making investments in initiatives that address climate change. The company funnels its resources into projects and assets developed by businesses operating in the renewable energy, energy efficiency, and wider sustainable infrastructure sectors. HASI's investment strategy specifically targets areas such as Behind the Meter solutions, Grid-Connected projects, alternative Fuels, sustainable Transport, and Nature-based climate initiatives. The firm was established on November 7, 2012, and operates from its main office in Annapolis, MD.

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
USD38.26 -0.37 (-0.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
1.42
Float Shares
126.07M
Free Float %
98.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.17% -5.55% +5.29% +14.37% +20.78% +30.38% +54.29% +61.02% -9.38% +101.47% +259.47%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (18 ratings, all time) Buy
Price Targets & DCF
Current price
38.26
Low 38.00 -0.7%
Consensus 46.00 +20.2%
Median 47.00 +22.8%
High 52.00 +35.9%
DCF (Unlevered) 11.49 -70.0%

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

Ratings Trend (MoM) 88% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 10 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 4
42.50
+11.1%
Last Year 6
44.50
+16.3%
All Time 18
42.39
+10.8%
Quality scores
Altman Z-Score
1.17
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
2 / 10
No MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Diversified: +6.4%
    -36.6% Q1'26: -32.8% (vs Q1'25)
  • EPS growth Financial - Diversified: +31.3%
    -13.0% Q1'26: -229.5% (vs Q1'25)
  • FCF margin FCF growth · Financial - Diversified: +349.4%
    +61.1% Q1'26: +17.6% (vs Q1'25)
  • EBIT margin Financial - Diversified: +49.7%
    +141.3% Q1'26: -18.8% (vs Q1'25)
  • ROIC Financial - Diversified: +2.3%
    +5.1% Q1'26: -0.9% (vs Q1'25)
  • Share dilution Financial - Diversified: +0.6%
    +5.9% Q1'26: -7.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Diversified: -5.17×
    8.96× Q1'26: -57.08× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.46) × ERP
WACC = 54% × Ke + 46% × Kd (5.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 11.42 Current price: 38.26
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 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
2 Rev. Ana.
9 EPS Ana.
Dec 2027
2 Rev. Ana.
9 EPS Ana.
Dec 2028
2 Rev. Ana.
5 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Dec 2030
1 Rev. Ana.
1 EPS Ana.
Revenue
58.58M
est: 34.03M (+72.1%)
87.31M
est: 38.38M (+127.5%)
128.28M
est: 41.19M (+211.4%)
161.56M
est: 55.75M (+189.8%)
205.76M
est: 75.66M (+171.9%)
234.87M
est: 98.36M (+138.8%)
339.59M
est: 87.89M (+286.4%)
271.03M
est: 141.00M (+92.2%)
460.85M
est: 148.95M (+209.4%)
631.47M
est: 367.84M (+71.7%)
400.50M
est: 391.68M (+2.3%)
463.21M
351.45M – 528.07M
+18.3% YoY
524.17M
397.70M – 597.55M
+13.2% YoY
592.37M
449.45M – 675.30M
+13.0% YoY
656.12M
497.81M – 747.97M
+10.8% YoY
699.73M
530.91M – 797.70M
+6.6% YoY
EBITDA
12.10M
est: 12.40M (-2.4%)
22.56M
est: 34.49M (-34.6%)
35.47M
est: 15.05M (+135.7%)
48.47M
est: 20.37M (+137.9%)
93.61M
est: 27.65M (+238.6%)
83.56M
est: 35.94M (+132.5%)
148.31M
est: 32.11M (+361.8%)
53.29M
est: 51.52M (+3.4%)
185.51M
est: 73.61M (+152.0%)
274.83M
est: 181.79M (+51.2%)
566.67M
est: 193.57M (+192.7%)
228.93M
173.69M – 260.98M
+18.3% YoY
259.05M
196.55M – 295.32M
+13.2% YoY
292.76M
222.12M – 333.75M
+13.0% YoY
324.26M
246.03M – 369.66M
+10.8% YoY
345.82M
262.38M – 394.23M
+6.6% YoY
EBIT
8.15M
est: 12.10M (-32.6%)
14.90M
est: 13.64M (+9.2%)
31.92M
est: 14.64M (+118.0%)
43.94M
est: 19.82M (+121.7%)
90.02M
est: 26.90M (+234.7%)
79.98M
est: 156.8K (+50,900.2%)
144.50M
est: 24.64M (+486.5%)
49.29M
est: 27.10M (+81.9%)
182.38M
est: 72.59M (+151.2%)
273.83M
est: 179.27M (+52.7%)
565.89M
est: 190.89M (+196.5%)
225.75M
171.28M – 257.36M
+18.3% YoY
255.45M
193.82M – 291.22M
+13.2% YoY
288.69M
219.04M – 329.11M
+13.0% YoY
319.76M
242.61M – 364.53M
+10.8% YoY
341.02M
258.74M – 388.76M
+6.6% YoY
Net Income
7.96M
est: 8.20M (-2.9%)
14.65M
est: 14.22M (+3.0%)
30.86M
est: 30.67M (+0.6%)
41.58M
est: 35.03M (+18.7%)
81.56M
est: 78.12M (+4.4%)
82.42M
est: 69.20M (+19.1%)
126.58M
est: 94.22M (+34.3%)
41.50M
est: 94.95M (-56.3%)
148.84M
est: 246.16M (-39.5%)
200.04M
est: 334.04M (-40.1%)
184.55M
est: 369.59M (-50.1%)
413.40M
400.83M – 425.97M
+11.9% YoY
452.42M
436.08M – 468.75M
+9.4% YoY
406.49M
375.16M – 761.00M
-10.2% YoY
546.27M
374.93M – 645.69M
+34.4% YoY
595.22M
408.53M – 703.55M
+9.0% YoY
SGA
7.26M
est: 23.92M (-69.7%)
8.29M
est: 26.31M (-68.5%)
11.18M
est: 30.61M (-63.5%)
15.09M
est: 35.27M (-57.2%)
14.69M
est: 49.59M (-70.4%)
14.85M
est: 52.20M (-71.6%)
19.91M
est: 15.20M (+31.0%)
29.93M
est: 9.50M (+215.1%)
31.28M
est: 10.89M (+187.2%)
32.91M
est: 26.90M (+22.3%)
30.68M
est: 28.64M (+7.1%)
33.88M
25.70M – 38.62M
+18.3% YoY
38.33M
29.08M – 43.70M
+13.2% YoY
43.32M
32.87M – 49.39M
+13.0% YoY
47.98M
36.41M – 54.70M
+10.8% YoY
51.17M
38.83M – 58.34M
+6.6% YoY
EPS
0.21
est: 1.07 (-80.4%)
0.32
est: 1.22 (-73.8%)
0.57
est: 1.28 (-55.5%)
0.75
est: 1.32 (-43.3%)
1.25
est: 1.39 (-10.4%)
1.13
est: 1.50 (-24.6%)
1.57
est: 1.83 (-14.1%)
0.47
est: 2.10 (-77.6%)
1.45
est: 2.30 (-36.8%)
1.72
est: 2.41 (-28.6%)
1.49
est: 2.69 (-44.7%)
2.97
2.90 – 3.08
+10.3% YoY
3.30
3.16 – 3.39
+11.0% YoY
3.65
2.71 – 5.51
+10.7% YoY
3.95
2.71 – 4.67
+8.2% YoY
4.31
2.96 – 5.09
+9.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-21 Citigroup Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-07 C+ 2/5 1/5 2/5 5/5 1/5 1/5 2/5
2026-05-06 C+ 2/5 1/5 2/5 5/5 1/5 1/5 2/5
2026-05-05 C+ 2/5 1/5 2/5 5/5 1/5 1/5 2/5
2026-05-04 C+ 2/5 1/5 2/5 5/5 1/5 1/5 2/5
2026-05-01 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-30 C+ 2/5 1/5 3/5 5/5 1/5 1/5 2/5
2026-04-29 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-28 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-27 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-24 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-23 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-22 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-21 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-20 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-17 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-16 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5
2026-04-15 B- 2/5 1/5 3/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
24.39M
OE per share TTM
0.32
Owner's Yield
0.45%
Maintenance CapEx ratio
7.84%
Maint CapEx / Avg PPE
10.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
167
Total invested
573.26M
Insider transactions (90d)
1
Beneficial owners (>5%)
14
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 11.90M 11.10% 79.1K 11.72M 189.0K IA Pennsylvania 2023-10-10
2 Wellington Group Holdings LLP 7.24M 10.05% 6.44M HC Massachusetts 2020-05-08
3 Wellington Investment Advisors Holdings LLP 7.24M 10.05% 6.44M HC Massachusetts 2020-05-08
4 Wellington Management Group LLP 7.24M 10.05% 6.44M HC Massachusetts 2020-05-08
5 (1) BlackRock, Inc. 7.05M 7.90% 6.87M 7.05M HC Delaware 2023-02-03
6 Wellington Management Company LLP 6.95M 9.64% 6.39M IA Massachusetts 2020-05-08
7 Philip J. Hempleman 2.32M 8.50% 2.32M IN Delaware 2015-02-17
8 Ardsley Advisory Partners 1.72M 6.30% 1.72M IA, PN Delaware 2015-02-17
9 Ardsley Partners I 1.64M 6.00% 1.64M PN Delaware 2015-02-17
10 58-2372400 1.04M 3.79% 1.04M 1.04M IA State of Florida 2015-01-22
11 Fund, L.P. 836.8K 3.10% 836.8K PN Delaware 2015-02-17
12 Ardsley Partners Fund II, L.P. 405.0K 1.50% 405.0K PN Delaware 2015-02-17
13 L.P. 50.0K 0.20% 50.0K PN Delaware 2015-02-17
14 Fund plc 49.0K 0.20% 49.0K PN Delaware 2015-02-17

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
167
-219 vs prev Q
New positions
17
Closed positions
228
Increased
73
Reduced
53
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 CAPITAL INNOVATIONS LLC 188.0K +188.0K (+100.0%) 5.91B +5.9B (+100.0%) 0.15% +0.151 pp 1.68% +1.682 pp USD31.43 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 19.69M +1.6M (+8.6%) 618.77M +62.1M (+11.1%) 16.01% +1.086 pp 0.01% +0.001 pp USD33.96 -7.4% 6 qtrs
3 VANGUARD GROUP INC 14.05M +61.2K (+0.4%) 441.61M +12.1M (+2.8%) 11.43% -0.087 pp 0.01% +0.000 pp USD33.34 -5.7% 51 qtrs
4 WELLINGTON MANAGEMENT GROUP LLP 12.43M -734.5K (-5.6%) 390.76M -13.5M (-3.3%) 9.84% -0.994 pp 0.07% -0.002 pp USD28.78 +9.2% 44 qtrs
5 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 6.60M +1.3M (+24.1%) 207.58M +44.2M (+27.0%) 5.37% +0.991 pp 0.13% +0.031 pp USD29.18 +7.7% 14 qtrs
6 STATE STREET CORP 5.42M +108.4K (+2.0%) 172.50M +9.5M (+5.8%) 4.41% +0.036 pp 0.01% +0.000 pp USD25.50 +23.3% 51 qtrs
7 ALLIANCEBERNSTEIN L.P. 4.77M +367.9K (+8.3%) 150.06M +14.8M (+10.9%) 3.88% +0.256 pp 0.05% +0.005 pp USD27.35 +14.9% 44 qtrs
8 FMR LLC 3.02M -2.3M (-43.3%) 94.79M -68.6M (-42.0%) 2.39% -1.993 pp 0.00% -0.004 pp USD27.56 +14.0% 22 qtrs
9 GEODE CAPITAL MANAGEMENT, LLC 2.94M +54.9K (+1.9%) 92.57M +3.8M (+4.3%) 2.39% +0.016 pp 0.01% +0.000 pp USD29.74 +5.7% 51 qtrs
10 JPMORGAN CHASE & CO 2.63M +565.3K (+27.4%) 82.53M +19.3M (+30.5%) 2.11% +0.412 pp 0.01% +0.001 pp USD30.40 +3.4% 36 qtrs
11 AMUNDI 2.47M -192.4K (-7.2%) 77.69M -4.1M (-5.0%) 2.01% -0.183 pp 0.02% -0.005 pp USD28.97 +8.5% 15 qtrs
12 ERSTE ASSET MANAGEMENT GMBH 2.25M +242.3K (+12.1%) 73.02M +11.1M (+18.0%) 1.81% +0.154 pp 0.61% +0.015 pp USD31.18 +0.8% 29 qtrs
13 MORGAN STANLEY 2.26M -346.0K (-13.3%) 71.00M -9.0M (-11.2%) 1.84% -0.307 pp 0.00% -0.001 pp USD29.35 +7.1% 51 qtrs
14 SCHRODER INVESTMENT MANAGEMENT GROUP 2.25M +1.3M (+140.4%) 70.66M +41.8M (+144.6%) 1.78% +1.010 pp 0.05% +0.032 pp USD30.15 +4.2% 7 qtrs
15 NORGES BANK 1.90M +1.9M (+100.0%) 59.56M +59.6M (+100.0%) 1.52% +1.521 pp 0.01% +0.006 pp USD31.43 +0.0% 1 qtrs NEW
16 GOLDMAN SACHS GROUP INC 1.82M +271.1K (+17.5%) 57.14M +9.7M (+20.3%) 1.48% +0.205 pp 0.01% +0.001 pp USD31.02 +1.3% 44 qtrs
17 INVESCO LTD. 1.66M +281.8K (+20.5%) 52.07M +9.9M (+23.4%) 1.35% +0.216 pp 0.01% +0.001 pp USD33.16 -5.2% 51 qtrs
18 SWEDBANK AB 1.64M +— (+0.0%) 51.39M +1.2M (+2.4%) 1.31% -0.033 pp 0.05% -0.001 pp USD41.33 -24.0% 20 qtrs
19 ROCKEFELLER CAPITAL MANAGEMENT L.P. 1.47M -452.6K (-23.6%) 46.06M -12.8M (-21.8%) 1.19% -0.387 pp 0.08% -0.032 pp USD30.20 +4.1% 32 qtrs
20 NEUMEIER POMA INVESTMENT COUNSEL LLC 1.39M +125.3K (+9.9%) 43.78M +4.9M (+12.5%) 1.12% +0.075 pp 3.62% +0.433 pp USD27.99 +12.3% 44 qtrs
21 NORTHERN TRUST CORP 1.39M -66.5K (-4.6%) 43.64M -1.0M (-2.3%) 1.10% -0.098 pp 0.01% 0.000 pp USD25.89 +21.4% 51 qtrs
22 BANK OF NEW YORK MELLON CORP 1.28M -67.8K (-5.0%) 40.25M -1.1M (-2.8%) 1.03% -0.082 pp 0.01% -0.001 pp USD25.38 +23.8% 51 qtrs
23 ARISTOTLE CAPITAL BOSTON, LLC 1.19M -114.3K (-8.8%) 37.41M -2.6M (-6.6%) 0.94% -0.131 pp 2.05% -0.010 pp USD26.36 +19.2% 12 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.17M +19.1K (+1.7%) 36.90M +1.4M (+4.1%) 0.94% -0.008 pp 0.01% +0.000 pp USD28.41 +10.6% 51 qtrs
25 DEUTSCHE BANK AG\ 1.15M +118.2K (+11.4%) 36.24M +4.5M (+14.1%) 0.93% +0.074 pp 0.01% +0.001 pp USD25.08 +25.3% 50 qtrs
26 BANK OF AMERICA CORP /DE/ 1.10M +106.8K (+10.8%) 34.44M +4.1M (+13.4%) 0.89% +0.077 pp 0.00% +0.000 pp USD28.30 +11.1% 51 qtrs
27 UBS GROUP AG 1.08M -358.1K (-25.0%) 33.85M -10.2M (-23.2%) 0.88% -0.305 pp 0.01% -0.001 pp USD29.93 +5.0% 45 qtrs
28 HANDELSBANKEN FONDER AB 916.8K +386.8K (+73.0%) 28.82M +12.5M (+77.1%) 0.74% +0.300 pp 0.09% +0.035 pp USD32.87 -4.4% 38 qtrs
29 HOOD RIVER CAPITAL MANAGEMENT LLC 845.5K +20.0K (+2.4%) 26.57M +1.2M (+4.9%) 0.69% +0.008 pp 0.29% -0.008 pp USD32.16 -2.3% 24 qtrs
30 MIZUHO MARKETS AMERICAS LLC 828.5K +2.7K (+0.3%) 26.04M +688.0K (+2.7%) 0.67% -0.015 pp 0.50% +0.026 pp USD24.34 +29.1% 10 qtrs
31 ROYAL BANK OF CANADA 718.0K +3.4K (+0.5%) 22.57M +629.0K (+2.9%) 0.58% -0.004 pp 0.00% +0.000 pp USD25.23 +24.6% 51 qtrs
32 BAIRD FINANCIAL GROUP, INC. 707.6K +135.7K (+23.7%) 22.24M +4.7M (+26.7%) 0.56% +0.090 pp 0.03% +0.006 pp USD27.03 +16.3% 43 qtrs
33 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 655.8K +14.5K (+2.3%) 20.61M +925.0K (+4.7%) 0.52% -0.009 pp 0.02% -0.027 pp USD28.34 +10.9% 17 qtrs
34 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 603.9K +417.0 (+0.1%) 19.25M +720.4K (+3.9%) 0.48% -0.012 pp 0.03% +0.001 pp USD29.28 +7.3% 4 qtrs
35 PRINCIPAL FINANCIAL GROUP INC 600.7K +2.7K (+0.5%) 18.88M +521.7K (+2.8%) 0.48% -0.010 pp 0.01% +0.000 pp USD21.94 +43.3% 27 qtrs
36 TRIODOS INVESTMENT MANAGEMENT BV 550.0K +— (+0.0%) 17.58M +698.5K (+4.1%) 0.44% -0.011 pp 1.27% +0.050 pp USD29.72 +5.8% 31 qtrs
37 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 550.8K +117.2K (+27.0%) 17.31M +4.0M (+30.1%) 0.44% +0.085 pp 0.02% +0.005 pp USD29.83 +5.4% 14 qtrs
38 RATHBONES GROUP PLC 471.9K -5.2K (-1.1%) 14.83M +184.6K (+1.3%) 0.38% -0.014 pp 0.06% -0.001 pp USD46.58 -32.5% 23 qtrs
39 PUBLIC SECTOR PENSION INVESTMENT BOARD 436.4K -64.9K (-12.9%) 13.72M -1.7M (-10.9%) 0.35% -0.067 pp 0.05% -0.010 pp USD26.69 +17.8% 10 qtrs
40 BORDER TO COAST PENSIONS PARTNERSHIP LTD 430.0K -10.0K (-2.3%) 13.54M +32.0K (+0.2%) 0.35% -0.017 pp 0.24% +0.001 pp USD43.20 -27.2% 16 qtrs
41 NUVEEN, LLC 414.7K +5.5K (+1.4%) 13.04M +472.7K (+3.8%) 0.34% +0.001 pp 0.00% +0.000 pp USD29.27 +7.4% 4 qtrs
42 SEI INVESTMENTS CO 407.9K -14.9K (-3.5%) 12.82M -160.1K (-1.2%) 0.33% -0.021 pp 0.01% -0.001 pp USD27.30 +15.1% 15 qtrs
43 LA BANQUE POSTALE ASSET MANAGEMENT SA 396.6K +35.4K (+9.8%) 12.47M +1.4M (+12.4%) 0.32% +0.021 pp 0.14% +0.008 pp USD32.23 -2.5% 9 qtrs
44 NEUBERGER BERMAN GROUP LLC 364.0K -3.6K (-1.0%) 11.44M +155.9K (+1.4%) 0.29% -0.010 pp 0.01% +0.000 pp USD25.23 +24.6% 51 qtrs
45 RHUMBLINE ADVISERS 340.5K -14.4K (-4.0%) 10.70M -192.5K (-1.8%) 0.28% -0.015 pp 0.01% 0.000 pp USD25.45 +23.5% 51 qtrs
46 VICTORY CAPITAL MANAGEMENT INC 337.8K +13.5K (+4.1%) 10.62M +659.6K (+6.6%) 0.27% +0.001 pp 0.01% +0.000 pp USD29.69 +5.9% 26 qtrs
47 STATE OF WISCONSIN INVESTMENT BOARD 332.7K +13.5K (+4.2%) 10.46M +658.1K (+6.7%) 0.26% +0.001 pp 0.02% +0.001 pp USD42.28 -25.7% 22 qtrs
48 MARSHALL WACE, LLP 320.1K -594.1K (-65.0%) 10.06M -18.0M (-64.2%) 0.26% -0.492 pp 0.01% -0.019 pp USD30.04 +4.6% 4 qtrs
49 RAIFFEISEN BANK INTERNATIONAL AG 311.7K +61.7K (+24.7%) 9.97M +2.2M (+29.0%) 0.25% +0.045 pp 0.13% +0.026 pp USD27.74 +13.3% 5 qtrs
50 LEGAL & GENERAL GROUP PLC 316.5K -7.3K (-2.3%) 9.95M +6.9K (+0.1%) 0.25% -0.012 pp 0.00% +0.000 pp USD26.43 +18.9% 46 qtrs
51 FIRST TRUST ADVISORS LP 305.4K -261.7K (-46.1%) 9.60M -7.8M (-44.9%) 0.24% -0.225 pp 0.01% -0.006 pp USD34.43 -8.7% 50 qtrs
52 FRANKLIN RESOURCES INC 301.0K +35.4K (+13.3%) 9.46M +1.3M (+16.0%) 0.24% +0.023 pp 0.00% +0.000 pp USD28.56 +10.0% 8 qtrs
53 PRUDENTIAL FINANCIAL INC 280.8K +144.2K (+105.6%) 8.83M +4.6M (+110.5%) 0.23% +0.116 pp 0.01% +0.006 pp USD27.23 +15.4% 12 qtrs
54 OPPENHEIMER & CO INC 270.1K +59.7K (+28.4%) 8.49M +2.0M (+31.4%) 0.22% +0.044 pp 0.12% +0.042 pp USD28.94 +8.6% 41 qtrs
55 ABN AMRO BANK N.V. 266.9K +37.0K (+16.1%) 8.38M +1.3M (+19.0%) 0.21% +0.025 pp 0.08% +0.010 pp USD25.53 +23.1% 12 qtrs
56 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 266.1K -64.8K (-19.6%) 8.36M -1.8M (-17.7%) 0.21% -0.059 pp 0.02% -0.010 pp USD27.72 +13.4% 7 qtrs
57 EDENTREE ASSET MANAGEMENT LTD 253.5K +36.1K (+16.6%) 7.97M +1.3M (+19.4%) 0.20% +0.025 pp 2.44% +0.833 pp USD30.13 +4.3% 11 qtrs
58 SWISS NATIONAL BANK 245.2K +10.8K (+4.6%) 7.71M +510.6K (+7.1%) 0.20% +0.004 pp 0.00% +0.000 pp USD28.59 +9.9% 43 qtrs
59 WELLS FARGO & COMPANY/MN 240.2K +67.8K (+39.4%) 7.55M +2.3M (+42.7%) 0.20% +0.054 pp 0.00% +0.000 pp USD31.37 +0.2% 51 qtrs
60 AMERIPRISE FINANCIAL INC 237.6K -10.4K (-4.2%) 7.47M -139.7K (-1.8%) 0.19% -0.016 pp 0.00% 0.000 pp USD27.00 +16.4% 28 qtrs
61 BARCLAYS PLC 230.9K -246.1K (-51.6%) 7.26M -9.2M (-55.9%) 0.19% -0.205 pp 0.00% -0.003 pp USD29.09 +8.0% 51 qtrs
62 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 227.9K +33.3K (+17.1%) 7.16M +1.2M (+19.9%) 0.18% +0.023 pp 0.00% +0.001 pp USD30.49 +3.1% 50 qtrs
63 AGF MANAGEMENT LTD 227.3K -10.1K (-4.3%) 7.14M -143.8K (-2.0%) 0.18% -0.011 pp 0.03% -0.001 pp USD28.82 +9.1% 9 qtrs
64 CITIGROUP INC 227.2K -1.3M (-84.8%) 7.14M -38.7M (-84.4%) 0.18% -1.046 pp 0.00% -0.017 pp USD27.88 +12.7% 50 qtrs
65 PFG INVESTMENTS, LLC 223.9K -3.5K (-1.5%) 7.04M +55.7K (+0.8%) 0.18% -0.007 pp 0.33% -0.031 pp USD28.86 +8.9% 12 qtrs
66 GROUPE LA FRANCAISE 219.7K +96.0K (+77.6%) 6.90M +3.1M (+81.7%) 0.18% +0.075 pp 0.10% +0.045 pp USD29.70 +5.8% 5 qtrs
67 ENVESTNET ASSET MANAGEMENT INC 219.0K -666.0 (-0.3%) 6.88M +139.4K (+2.1%) 0.18% -0.003 pp 0.00% +0.000 pp USD27.26 +15.3% 28 qtrs
68 NATURAL INVESTMENTS, LLC 209.2K -22.0K (-9.5%) 6.58M -522.0K (-7.4%) 0.17% -0.022 pp 1.64% -0.124 pp USD26.83 +17.1% 5 qtrs
69 WAVERLY ADVISORS, LLC 208.5K -2.3K (-1.1%) 6.55M +82.5K (+1.3%) 0.17% -0.004 pp 0.05% -0.012 pp USD29.06 +8.2% 4 qtrs
70 COMMONWEALTH EQUITY SERVICES, LLC 204.7K -28.1K (-12.1%) 6.43M -711.9K (-10.0%) 0.17% -0.025 pp 0.01% -0.001 pp USD28.06 +12.0% 8 qtrs
71 BOSTON COMMON ASSET MANAGEMENT, LLC 201.9K -17.0K (-7.8%) 6.35M -375.5K (-5.6%) 0.16% -0.018 pp 0.32% +0.134 pp USD38.90 -19.2% 49 qtrs
72 PROSHARE ADVISORS LLC 201.0K -42.2K (-17.4%) 6.32M -1.1M (-15.4%) 0.16% -0.039 pp 0.01% -0.005 pp USD33.38 -5.8% 26 qtrs
73 NOMURA HOLDINGS INC 195.7K +— (+0.0%) 6.15M +142.9K (+2.4%) 0.15% -0.006 pp 0.01% -0.001 pp USD27.86 +12.8% 7 qtrs
74 AVALON TRUST CO 183.1K +1.9K (+1.0%) 5.76M +190.9K (+3.4%) 0.15% -0.002 pp 0.37% +0.011 pp USD28.80 +9.1% 12 qtrs
75 CLEAN YIELD GROUP 177.7K -5.6K (-3.1%) 5.58M -42.0K (-0.7%) 0.14% -0.008 pp 1.55% -0.040 pp USD23.42 +34.2% 45 qtrs
76 ABN AMRO INVESTMENT SOLUTIONS 174.3K +— (+0.0%) 5.48M +127.2K (+2.4%) 0.14% -0.004 pp 0.08% -0.029 pp USD29.73 +5.7% 12 qtrs
77 NIA IMPACT ADVISORS, LLC 172.6K +4.1K (+2.4%) 5.42M +251.2K (+4.9%) 0.14% 0.000 pp 1.82% +0.140 pp USD27.85 +12.9% 8 qtrs
78 CIBC PRIVATE WEALTH GROUP, LLC 170.0K -165.4K (-49.3%) 5.34M -5.0M (-48.1%) 0.14% -0.140 pp 0.01% -0.009 pp USD26.90 +16.8% 37 qtrs
79 SFE INVESTMENT COUNSEL 166.0K +2.4K (+1.5%) 5.22M +194.2K (+3.9%) 0.13% -0.001 pp 0.80% -0.003 pp USD27.92 +12.6% 45 qtrs
80 PEAK6 LLC 165.6K +165.6K (+100.0%) 5.20M +5.2M (+100.0%) 0.13% +0.135 pp 0.01% +0.010 pp USD31.43 +0.0% 5 qtrs
81 ALPS ADVISORS INC 165.5K -4.1K (-2.4%) 5.20M -5.1K (-0.1%) 0.13% -0.007 pp 0.03% +0.001 pp USD40.05 -21.5% 30 qtrs
82 RAYMOND JAMES FINANCIAL INC 162.1K -949.0 (-0.6%) 5.09M +89.2K (+1.8%) 0.13% -0.006 pp 0.00% +0.000 pp USD26.83 +17.1% 5 qtrs
83 PORTMAN SQUARE CAPITAL LLP 159.9K +— (+0.0%) 5.03M +116.7K (+2.4%) 0.13% -0.003 pp 0.22% +0.005 pp USD28.82 +9.1% 4 qtrs
84 LPL FINANCIAL LLC 149.3K -6.8K (-4.4%) 4.69M -100.1K (-2.1%) 0.12% -0.009 pp 0.00% 0.000 pp USD27.61 +13.8% 28 qtrs
85 CREDIT AGRICOLE S A 148.7K -41.8K (-21.9%) 4.67M -1.2M (-20.1%) 0.12% -0.036 pp 0.01% -0.005 pp USD30.70 +2.4% 2 qtrs
86 TRILLIUM ASSET MANAGEMENT, LLC 141.3K -54.0K (-27.6%) 4.48M -1.5M (-25.2%) 0.11% -0.047 pp 0.14% -0.021 pp USD30.28 +3.8% 42 qtrs
87 DEKABANK DEUTSCHE GIROZENTRALE 157.0K +— (+0.0%) 4.31M -499.0K (-10.4%) 0.13% -0.002 pp 0.01% -0.001 pp USD27.73 +13.3% 14 qtrs
88 BALYASNY ASSET MANAGEMENT L.P. 137.0K +137.0K (+100.0%) 4.31M +4.3M (+100.0%) 0.11% +0.108 pp 0.01% +0.006 pp USD31.43 +0.0% 1 qtrs NEW
89 BNP PARIBAS ARBITRAGE, SNC 134.6K -174.8K (-56.5%) 4.23M -5.3M (-55.4%) 0.11% -0.145 pp 0.00% -0.003 pp USD28.24 +11.3% 46 qtrs
90 PATHSTONE HOLDINGS, LLC 131.0K +14.2K (+12.2%) 4.14M +555.8K (+15.5%) 0.11% +0.010 pp 0.02% +0.002 pp USD28.46 +10.4% 9 qtrs
91 PRICE T ROWE ASSOCIATES INC /MD/ 129.0K +9.1K (+7.6%) 4.06M +372.0K (+10.1%) 0.10% +0.006 pp 0.00% +0.000 pp USD23.97 +31.1% 48 qtrs
92 PALLAS CAPITAL ADVISORS LLC 125.6K -125.0 (-0.1%) 3.95M +87.8K (+2.3%) 0.10% -0.003 pp 0.13% -0.012 pp USD27.21 +15.5% 5 qtrs
93 QUBE RESEARCH & TECHNOLOGIES LTD 125.5K +125.5K (+100.0%) 3.95M +3.9M (+100.0%) 0.10% +0.099 pp 0.00% +0.004 pp USD31.43 +0.0% 1 qtrs NEW
94 DNB ASSET MANAGEMENT AS 118.4K +88.9K (+301.6%) 3.72M +2.8M (+311.2%) 0.10% +0.071 pp 0.01% +0.010 pp USD30.88 +1.8% 16 qtrs
95 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 117.6K +3.5K (+3.0%) 3.69M +192.4K (+5.5%) 0.09% -0.001 pp 0.00% +0.000 pp USD23.47 +33.9% 51 qtrs
96 TRUVESTMENTS CAPITAL LLC 117.0K -3.2K (-2.6%) 3.68M -11.8K (-0.3%) 0.09% -0.005 pp 0.67% +0.002 pp USD28.88 +8.8% 16 qtrs
97 GREAT WEST LIFE ASSURANCE CO /CAN/ 116.3K -26.9K (-18.8%) 3.65M -770.0K (-17.4%) 0.09% -0.026 pp 0.01% +0.000 pp USD26.64 +18.0% 43 qtrs
98 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 109.2K +— (+0.0%) 3.43M +80.0K (+2.4%) 0.09% -0.002 pp 0.01% +0.000 pp USD21.29 +47.6% 10 qtrs
99 SUSQUEHANNA INTERNATIONAL GROUP, LLP 108.8K -19.5K (-15.2%) 3.42M -519.2K (-13.2%) 0.09% -0.017 pp 0.00% 0.000 pp USD28.13 +11.7% 42 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
1
Sells
0
Shares acquired
17.5K
Shares disposed
Cash buys
Cash sales
Net activity
+17,500
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
2026-04-30 Freer-Greene Christy Ledet Officer A-Award A LTIP Units 17,500 0.00 17,500 I
2026-03-05 Whicher Michelle Officer F-InKind D Common stock, par value $0.01 per share 2,238 36.43 81.5K 20,045 D
2026-03-05 Viral Amin A Officer F-InKind D Common stock, par value $0.01 per share 679 36.43 24.7K 4,078 D
2026-03-02 Whicher Michelle Officer A-Award A LTIP Units 10,246 0.00 10,246 I
2026-03-02 Viral Amin A Officer A-Award A LTIP Units 20,645 0.00 56,843 I
2026-03-02 Pangburn Marc T. Officer A-Award A LTIP Units 100,500 0.00 356,924 I
2026-03-02 Nickey Susan D Officer A-Award A LTIP Units 60,000 0.00 258,746 I
2026-03-02 Melko Charles Officer A-Award A LTIP Units 34,500 0.00 121,664 I
2026-03-02 Lipson Jeffrey Officer A-Award A LTIP Units 238,500 0.00 1,017,090 I
2026-03-02 Gopalakrishnan Nitya Officer A-Award A LTIP Units 28,500 0.00 48,500 I
2026-02-17 Eckel Jeffrey Director S-Sale D Common stock, par value $0.01 per share 124,998 39.22 4.90M 330,171 I
2025-09-16 Gopalakrishnan Nitya Officer A-Award A LTIP Units 20,000 0.00 20,000 I
2025-07-31 Gopalakrishnan Nitya Officer 0 0.00 0
2025-06-04 Welch Barry Edward Director A-Award A LTIP Units 5,166 0.00 5,166 D
2025-06-04 Schulte Laura Ann Director A-Award A LTIP Units 5,166 0.00 5,166 D
2025-06-04 Reed Kimberly A. Director A-Award A LTIP Units 5,166 0.00 14,733 D
2025-06-04 OSGOOD STEVEN G Director A-Award A LTIP Units 9,975 0.00 49,101 I
2025-06-04 OSBORNE RICHARD J Director A-Award A LTIP Units 5,166 0.00 27,234 D
2025-06-04 O'Neil Charles Director A-Award A LTIP Units 5,166 0.00 27,234 I
2025-06-04 Floyd Nancy C Director A-Award A LTIP Units 5,166 0.00 19,998 D
2025-06-04 Eckel Jeffrey Director A-Award A LTIP Units 5,166 0.00 754,627 I
2025-06-04 Brenner Teresa Director A-Award A LTIP Units 5,166 0.00 27,234 D
2025-06-04 Armbrister Clarence D Director A-Award A LTIP Units 5,166 0.00 19,998 D
2025-06-04 ARDISANA LIZABETH A Director A-Award A LTIP Units 5,166 0.00 16,414 D
2025-05-15 Whicher Michelle Officer F-InKind D Common stock, par value $0.01 per share 629 28.35 17.8K 23,648 D
2025-04-15 Welch Barry Edward Director 0 0.00 0
2025-04-15 Schulte Laura Ann Director 0 0.00 0
2025-03-24 Brenner Teresa Director G-Gift D Common stock, par value $0.01 per share 2,000 0.00 10,360 D
2025-03-05 Whicher Michelle Officer F-InKind D Common stock, par value $0.01 per share 669 28.53 19.1K 24,277 D
2025-03-05 Viral Amin A Officer F-InKind D Common stock, par value $0.01 per share 679 28.53 19.4K 4,757 D
2025-03-01 Whicher Michelle Officer Common stock, par value $0.01 per share 0 0.00 24,946 D
2025-03-01 Viral Amin A Officer A-Award A LTIP Units 23,701 0.00 36,198 I
2025-03-01 Rose Nathaniel Director A-Award A LTIP Units 40,608 0.00 311,541 I
2025-03-01 Pangburn Marc T. Officer A-Award A LTIP Units 111,000 0.00 271,624 I
2025-03-01 Nickey Susan D Officer A-Award A LTIP Units 67,500 0.00 212,805 I
2025-03-01 Melko Charles Officer A-Award A LTIP Units 33,000 0.00 91,681 I
2025-03-01 Lipson Jeffrey Officer A-Award A LTIP Units 274,500 0.00 836,729 I
2025-03-01 Eckel Jeffrey Director A-Award A LTIP Units 59,208 0.00 749,461 I
2025-03-01 Chuslo Steven Officer A-Award A LTIP Units 54,000 0.00 267,476 I
2024-12-31 O'Neil Charles Director Common stock, par value $0.01 per share 0 0.00 22,913 I
2024-11-15 Viral Amin A Officer F-InKind D Common stock, par value $0.01 per share 679 27.22 18.5K 5,436 D
2024-11-11 Pangburn Marc T. Officer P-Purchase A Common stock, par value $0.01 per share 3,500 28.71 100.5K 56,791 D
2024-09-16 Eckel Jeffrey Director / Officer S-Sale D Common stock, par value $0.01 per share 36,330 34.75 1.26M 436,719
2024-09-13 Eckel Jeffrey Director / Officer S-Sale D Common stock, par value $0.01 per share 109,670 34.92 3.83M 473,049
2024-09-11 Rose Nathaniel Officer S-Sale D Common stock, par value $0.01 per share 10,000 33.50 335.0K 153,164
2024-06-06 Reed Kimberly A. Director A-Award A LTIP Units 6,126 0.00 9,567
2024-06-06 OSGOOD STEVEN G Director A-Award A LTIP Units 11,829 0.00 39,126
2024-06-06 OSBORNE RICHARD J Director A-Award A LTIP Units 6,126 0.00 22,068
2024-06-06 O'Neil Charles Director A-Award A LTIP Units 6,126 0.00 22,068
2024-06-06 Floyd Nancy C Director A-Award A LTIP Units 6,126 0.00 14,832
2024-06-06 Eckhart Michael T. Director 0 0.00 0
2024-06-06 Brenner Teresa Director A-Award A LTIP Units 6,126 0.00 22,068
2024-06-06 Armbrister Clarence D Director A-Award A LTIP Units 6,126 0.00 14,832
2024-06-06 ARDISANA LIZABETH A Director A-Award A LTIP Units 6,126 0.00 11,248
2024-04-23 Santoroski Richard Officer 0 0.00 0
2024-04-23 McMahon Daniel K. Officer 0 0.00 0
2024-04-15 Viral Amin A Officer D Common stock, par value $0.01 per share 0 0.00 6,115
2024-03-01 Santoroski Richard Officer A-Award A LTIP Units 28,500 0.00 115,159
2024-03-01 Rose Nathaniel Officer A-Award A LTIP Units 63,000 0.00 296,417
2024-03-01 Pangburn Marc T. Officer A-Award A LTIP Units 73,500 0.00 179,124
2024-03-01 Nickey Susan D Officer A-Award A LTIP Units 60,000 0.00 136,131
2024-03-01 Melko Charles Officer A-Award A LTIP Units 21,038 0.00 62,345
2024-03-01 McMahon Daniel K. Officer A-Award A LTIP Units 22,404 0.00 205,393
2024-03-01 Lipson Jeffrey Officer A-Award A LTIP Units 258,000 0.00 587,981
2024-03-01 Eckel Jeffrey Director / Officer A-Award A LTIP Units 90,000 0.00 778,117
2024-03-01 Chuslo Steven Officer A-Award A LTIP Units 52,200 0.00 230,004
2024-02-20 Eckel Jeffrey Director / Officer J-Other A Common stock, par value $0.01 per share 32,825 0.00 582,719
2023-11-20 Armbrister Clarence D Director P-Purchase A Common stock, par value $0.01 per share 420 23.99 10.1K 420
2023-08-21 Santoroski Richard Officer P-Purchase A Common Stock 2,500 20.46 51.2K 2,500
2023-08-21 Pangburn Marc T. Officer P-Purchase A Common stock, par value $0.01 per share 5,000 21.09 105.5K 53,291
2023-08-21 OSBORNE RICHARD J Director P-Purchase A Common stock, par value $0.01 per share 1,000 19.66 19.7K 36,645
2023-08-21 Lipson Jeffrey Officer P-Purchase A Common stock, par value $0.01 per share 4,000 21.09 84.4K 36,925
2023-08-21 Eckel Jeffrey Director / Officer P-Purchase A Common stock, par value $0.01 per share 351 19.75 6.9K 2,887
2023-08-21 Brenner Teresa Director P-Purchase A Common stock, par value $0.01 per share 1,000 20.83 20.8K 12,360
2023-08-18 Rose Nathaniel Officer P-Purchase A Common stock, par value $0.01 per share 5,000 21.01 105.1K 163,164
2023-08-18 Melko Charles Officer P-Purchase A Common stock, par value $0.01 per share 2,000 21.24 42.5K 22,563
2023-08-18 McMahon Daniel K. Officer P-Purchase A Common stock, par value $0.01 per share 5,000 21.19 106.0K 118,625
2023-08-18 Chuslo Steven Officer P-Purchase A Common stock, par value $0.01 per share 5,000 20.93 104.7K 226,561
2023-03-17 Reed Kimberly A. Director A-Award A LTIP Units 3,441 0.00 3,441
2023-03-17 OSGOOD STEVEN G Director A-Award A LTIP Units 7,973 0.00 27,297
2023-03-17 OSBORNE RICHARD J Director A-Award A LTIP Units 4,129 0.00 15,942
2023-03-17 O'Neil Charles Director A-Award A LTIP Units 4,129 0.00 15,942
2023-03-17 Floyd Nancy C Director A-Award A LTIP Units 4,129 0.00 8,706
2023-03-17 Eckhart Michael T. Director A-Award A LTIP Units 4,129 0.00 14,317
2023-03-17 Brenner Teresa Director A-Award A LTIP Units 4,129 0.00 15,942
2023-03-17 Armbrister Clarence D Director A-Award A LTIP Units 4,129 0.00 8,706
2023-03-17 ARDISANA LIZABETH A Director A-Award A LTIP Units 4,129 0.00 5,122
2023-03-16 Rose Nathaniel Officer P-Purchase A Common stock, par value $0.01 per share 10,000 24.10 241.0K 158,164
2023-03-16 Pangburn Marc T. Officer P-Purchase A Common stock, par value $0.01 per share 3,000 24.12 72.4K 48,291
2023-03-16 Nickey Susan D Officer P-Purchase A Common stock, par value $0.01 per share 2,000 23.91 47.8K 58,245
2023-03-16 Lipson Jeffrey Officer P-Purchase A Common stock, par value $0.01 per share 3,000 24.36 73.1K 32,925
2023-03-16 Eckel Jeffrey Director / Officer P-Purchase A Common stock, par value $0.01 per share 2,087 23.92 49.9K 549,894
2023-03-05 Pangburn Marc T. Officer F-InKind D Common stock, par value $0.01 per share 6,280 31.18 195.8K 45,291
2023-03-05 Nickey Susan D Officer F-InKind D Common stock, par value $0.01 per share 6,280 31.18 195.8K 56,245
2023-03-05 Melko Charles Officer F-InKind D Common stock, par value $0.01 per share 4,330 31.18 135.0K 20,563
2023-03-05 Lipson Jeffrey Officer F-InKind D Common stock, par value $0.01 per share 1,812 31.18 56.5K 29,925
2023-03-01 Santoroski Richard Officer A-Award A LTIP Units 55,380 0.00 91,427
2023-03-01 Rose Nathaniel Officer A-Award A LTIP Units 72,000 0.00 253,417
2023-03-01 Reed Kimberly A. Director 0 0.00 0
2023-03-01 Pangburn Marc T. Officer A-Award A LTIP Units 60,000 0.00 115,624
2023-03-01 Nickey Susan D Officer A-Award A LTIP Units 55,500 0.00 86,131
2023-03-01 Melko Charles Officer A-Award A LTIP Units 17,833 0.00 43,695
2023-03-01 McMahon Daniel K. Officer A-Award A LTIP Units 51,683 0.00 197,989
2023-03-01 Lipson Jeffrey Officer A-Award A LTIP Units 229,500 0.00 349,981
2023-03-01 Eckel Jeffrey Director A-Award A LTIP Units 173,299 0.00 758,117
2023-03-01 Chuslo Steven Officer A-Award A LTIP Units 50,386 0.00 190,604
2022-12-31 Nickey Susan D Officer I Common stock, par value $0.01 per share 0 0.00 62,525
2022-11-10 OSGOOD STEVEN G Director P-Purchase A Common stock, par value $0.01 per share 1,000 32.10 32.1K 29,281
2022-11-10 ARDISANA LIZABETH A Director P-Purchase A Common stock, par value $0.01 per share 825 30.80 25.4K 825
2022-11-09 Rose Nathaniel Officer P-Purchase A Common stock, par value $0.01 per share 7,000 28.90 202.3K 148,164
2022-11-09 Pangburn Marc T. Officer P-Purchase A Common stock, par value $0.01 per share 2,500 28.85 72.1K 51,571
2022-11-09 OSBORNE RICHARD J Director P-Purchase A Common stock, par value $0.01 per share 1,000 28.58 28.6K 35,645
2022-11-09 Lipson Jeffrey Officer P-Purchase A Common stock, par value $0.01 per share 1,000 29.25 29.3K 31,737
2022-11-09 Eckel Jeffrey Officer P-Purchase A Common stock, par value $0.01 per share 10,000 29.26 292.6K 547,807
2022-10-27 Melko Charles Officer A-Award A LTIP Units 10,000 0.00 27,679
2022-10-19 ARDISANA LIZABETH A Director A-Award A LTIP Units 993 0.00 993
2022-10-13 ARDISANA LIZABETH A 0
2022-08-25 Pangburn Marc T. Officer P-Purchase A Common stock, par value $0.01 per share 2,500 39.95 99.9K 49,071
2022-08-12 Eckel Jeffrey Officer P-Purchase A Common stock, par value $0.01 per share 2,300 43.75 100.6K 537,807
2022-05-13 Lipson Jeffrey Officer F-InKind D Common stock, par value $0.01 per share 6,534 37.53 245.2K 27,737
2022-05-13 Eckel Jeffrey Officer P-Purchase A Common stock, par value $0.01 per share 2,668 37.41 99.8K 535,507
2022-04-05 Santoroski Richard Officer I LTIP Units 36,047 0.00 0
2022-03-25 Rose Nathaniel Officer A-Award A LTIP Units 38,226 0.00 198,802
2022-03-25 Pangburn Marc T. Officer A-Award A LTIP Units 27,748 0.00 60,250
2022-03-25 OSGOOD STEVEN G Director A-Award A LTIP Units 5,099 0.00 9,346
2022-03-25 OSBORNE RICHARD J Director A-Award A LTIP Units 2,497 0.00 11,813
2022-03-25 O'Neil Charles Director A-Award A LTIP Units 2,497 0.00 11,813
2022-03-25 Nickey Susan D Officer A-Award A LTIP Units 27,748 0.00 61,130
2022-03-25 Melko Charles Officer A-Award A LTIP Units 5,495 0.00 17,679
2022-03-25 McMahon Daniel K. Officer A-Award A LTIP Units 27,748 0.00 160,841
2022-03-25 Lipson Jeffrey Officer A-Award A LTIP Units 38,626 0.00 133,876
2022-03-25 LAGOMARSINO SIMONE Director A-Award A LTIP Units 2,497 0.00 12,103
2022-03-25 Floyd Nancy C Director A-Award A LTIP Units 2,497 0.00 4,577
2022-03-25 Eckhart Michael T. Director A-Award A LTIP Units 2,497 0.00 10,188
2022-03-25 Eckel Jeffrey Director / Officer A-Award A LTIP Units 131,797 0.00 639,823
2022-03-25 Chuslo Steven Officer A-Award A LTIP Units 24,791 0.00 154,753
2022-03-25 Brenner Teresa Director A-Award A LTIP Units 2,497 0.00 11,813
2022-03-25 Armbrister Clarence D Director A-Award A LTIP Units 2,497 0.00 4,577
2022-03-07 Pangburn Marc T. Officer F-InKind D Common stock, par value $0.01 per share 3,750 49.09 184.1K 46,571
2022-03-07 Nickey Susan D Officer F-InKind D Common stock, par value $0.01 per share 3,963 49.09 194.5K 65,139
2022-03-07 Melko Charles Officer F-InKind D Common stock, par value $0.01 per share 2,362 49.09 116.0K 24,893
2022-03-07 Lipson Jeffrey Officer F-InKind D Common stock, par value $0.01 per share 1,810 49.09 88.9K 34,271
2022-02-22 Pangburn Marc T. Officer S-Sale D Common stock, par value $0.01 per share 4,700 43.27 203.4K 50,271
2022-01-14 Eckel Jeffrey Director / Officer G-Gift D Common stock, par value $0.01 per share 100 0.00 36,900
2021-12-31 Eckel Jeffrey Director / Officer I Common stock, par value $0.01 per share 0 0.00 37,000
2021-11-10 Eckel Jeffrey Director / Officer S-Sale D Common stock, par value $0.01 per share 46,058 61.63 2.84M 485,029
2021-11-08 Rose Nathaniel Officer G-Gift D Common stock, par value $0.01 per share 5,000 0.00 141,164
2021-11-08 McMahon Daniel K. Officer S-Sale D Common stock, par value $0.01 per share 20,000 63.46 1.27M 108,625
2021-08-24 McMahon Daniel K. Officer S-Sale D Common stock, par value $0.01 per share 20,000 58.42 1.17M 128,625
2021-08-11 Eckel Jeffrey Director / Officer S-Sale D Common stock, par value $0.01 per share 13,333 57.78 770.4K 80,994
2021-08-10 Rose Nathaniel Officer G-Gift D Common stock, par value $0.01 per share 7,000 0.00 151,164
2021-06-08 Chuslo Steven Officer G-Gift D Common stock, par value $0.01 per share 300 0.00 221,561
2021-06-04 Pangburn Marc T. Officer S-Sale D Common stock, par value $0.01 per share 400 47.95 19.2K 54,971
2021-05-15 Rose Nathaniel Officer F-InKind D Common stock, par value $0.01 per share 7,343 48.30 354.7K 168,164
2021-05-15 Pangburn Marc T. Officer F-InKind D Common stock, par value $0.01 per share 2,882 48.30 139.2K 55,371
2021-05-15 Nickey Susan D Officer F-InKind D Common stock, par value $0.01 per share 4,960 48.30 239.6K 69,102
2021-05-15 Melko Charles Officer F-InKind D Common stock, par value $0.01 per share 2,072 48.30 100.1K 27,255
2021-05-15 McMahon Daniel K. Officer F-InKind D Common stock, par value $0.01 per share 4,605 48.30 222.4K 148,625
2021-05-15 Lipson Jeffrey Officer F-InKind D Common stock, par value $0.01 per share 4,920 48.30 237.6K 36,081
2021-05-15 Eckel Jeffrey Director / Officer F-InKind D Common stock, par value $0.01 per share 14,537 48.30 702.1K 107,113
2021-05-12 McMahon Daniel K. Officer G-Gift D Common stock, par value $0.01 per share 600 0.00 153,230
2021-05-12 Eckel Jeffrey Director / Officer S-Sale D Common stock, par value $0.01 per share 50,000 45.58 2.28M 576,087
2021-04-14 Eckel Jeffrey Director / Officer J-Other D Common stock, par value $0.01 per share 5,000 0.00 37,000
2021-04-13 Pangburn Marc T. Officer A-Award A Common stock, par value $0.01 per share 50 0.00 50,321
2021-04-01 Rose Nathaniel Officer A-Award A LTIP Units 45,826 0.00 160,576
2021-04-01 Pangburn Marc T. Officer A-Award A LTIP Units 20,328 0.00 32,502
2021-04-01 OSGOOD STEVEN G Director A-Award A LTIP Units 4,247 0.00 4,247
2021-04-01 OSBORNE RICHARD J Director A-Award A LTIP Units 2,080 0.00 9,316
2021-04-01 O'Neil Charles Director A-Award A LTIP Units 2,080 0.00 9,316
2021-04-01 Nickey Susan D Officer A-Award A LTIP Units 25,950 0.00 33,382
2021-04-01 Melko Charles Officer A-Award A LTIP Units 7,404 0.00 12,184
2021-04-01 McMahon Daniel K. Officer A-Award A LTIP Units 34,843 0.00 133,093
2021-04-01 Lipson Jeffrey Officer A-Award A Common stock, par value $0.01 per share 13,526 0.00 41,001
2021-04-01 LAGOMARSINO SIMONE Director A-Award A LTIP Units 2,947 0.00 9,606
2021-04-01 Herron J Brendan Officer A-Award A LTIP Units 14,004 0.00 168,504
2021-04-01 Floyd Nancy C Director A-Award A LTIP Units 2,080 0.00 2,080
2021-04-01 Eckhart Michael T. Director A-Award A LTIP Units 2,080 0.00 7,691
2021-04-01 Eckel Jeffrey Director / Officer A-Award A LTIP Units 135,276 0.00 508,026
2021-04-01 Chuslo Steven Officer A-Award A LTIP Units 31,712 0.00 129,962
2021-04-01 Brenner Teresa Director A-Award A LTIP Units 2,080 0.00 9,316
2021-04-01 Armbrister Clarence D Director A-Award A LTIP Units 2,080 0.00 2,080
2021-03-22 Eckel Jeffrey Director / Officer S-Sale D Common stock, par value $0.01 per share 50,000 53.89 2.69M 627,367
2021-03-11 Eckel Jeffrey Director / Officer G-Gift D Common stock, par value $0.01 per share 1,280 0.00 626,087
2021-03-09 LAGOMARSINO SIMONE Director P-Purchase A Common Stock 1,000 55.21 55.2K 6,000
2021-03-08 Rose Nathaniel Officer S-Sale D Common stock, par value $0.01 per share 10,000 51.90 519.0K 175,507
2021-03-05 Rose Nathaniel Officer F-InKind D Common stock, par value $0.01 per share 21,415 53.08 1.14M 185,507
2021-03-05 Pangburn Marc T. Officer F-InKind D Common stock, par value $0.01 per share 6,830 53.08 362.5K 58,253
2021-03-05 Nickey Susan D Officer F-InKind D Common stock, par value $0.01 per share 2,819 53.08 149.6K 74,062
2021-03-05 Melko Charles Officer F-InKind D Common stock, par value $0.01 per share 1,722 53.08 91.4K 29,327
2021-03-05 McMahon Daniel K. Officer F-InKind D Common stock, par value $0.01 per share 15,083 53.08 800.6K 153,830
2021-03-05 Lipson Jeffrey Officer F-InKind D Common stock, par value $0.01 per share 1,574 53.08 83.5K 27,475
2021-03-05 Herron J Brendan Officer F-InKind D Common stock, par value $0.01 per share 29,188 53.08 1.55M 166,064
2021-03-05 Eckel Jeffrey Director / Officer F-InKind D Common stock, par value $0.01 per share 69,983 53.08 3.71M 121,650
2021-03-05 Chuslo Steven Officer F-InKind D Common stock, par value $0.01 per share 18,504 53.08 982.2K 221,861
2021-03-01 Floyd Nancy C Director 0 0.00 0
2021-03-01 Armbrister Clarence D Director 0 0.00 0
2021-01-04 Pangburn Marc T. Officer I LTIP Units 12,174 0.00 0
2021-01-04 Nickey Susan D Officer I LTIP Units 7,432 0.00 0
2020-12-31 Eckel Jeffrey Director / Officer I Common stock, par value $0.01 per share 0 0.00 107,661
2020-12-08 Chuslo Steven Officer S-Sale D Common stock, par value $0.01 per share 40,000 55.45 2.22M 240,365

Executive team

Top executives
EBIT / Employee
3.70M
Shares Outstanding
127.80M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jeffrey A. Lipson Director, Chief Executive Officer and President 807.3K 6.03M 2.71M 17.5K 9.57M 63.05%
2 2025 Marc T. Pangburn Senior Managing Director and Chief Revenue and Strategy Officer 470.2K 2.44M 1.44M 17.5K 4.37M 55.81%
3 2025 Susan D. Nickey Senior Managing Director and Chief Client Officer 440.0K 1.48M 1.34M 17.5K 3.28M 45.24%
4 2025 Steven L. Chuslo Executive Vice President and Chief Legal Officer 414.6K 1.19M 985.6K 17.5K 2.60M 45.56%
5 2025 Charles W. Melko Senior Managing Director and Chief Financial Officer 397.1K 725.2K 836.0K 17.5K 1.98M 36.70%
6 2025 Nitya Gopalakrishnan Senior Managing Director and Chief Operating Officer 192.3K 562.6K 950.0K 23.9K 1.73M 32.54%
7 2024 Jeffrey A. Lipson Director, President and Chief Executive Officer 775.0K 5.03M 2.58M 17.3K 8.40M 59.89%
8 2024 Jeffrey A. Lipson Director, Chief Executive Officer and President 775.0K 5.03M 2.58M 17.3K 8.40M 59.89%
9 2024 Marc T. Pangburn Executive Vice President and Chief Financial Officer 446.2K 1.43M 1.32M 17.3K 3.21M 44.61%
10 2024 Marc T. Pangburn Senior Managing Director and Chief Revenue and Strategy Officer 446.2K 1.43M 1.32M 17.3K 3.21M 44.61%
11 2024 Nathaniel J. Rose Executive Vice President and Chief Investment Officer 420.0K 1.23M 1.20M 17.3K 2.86M 42.91%
12 2024 Susan D. Nickey Executive Vice President and Chief Client Officer 436.9K 1.17M 1.17M 17.3K 2.79M 41.86%
13 2024 Susan D. Nickey Senior Managing Director and Chief Client Officer 436.9K 1.17M 1.17M 17.3K 2.79M 41.86%
14 2024 Jeffrey W. Eckel Executive Chair 412.5K 1.75M 250.0K 17.3K 2.43M 72.08%
15 2023 Jeffrey A. Lipson Director, President and Chief Executive Officer 762.2K 5.39M 2.08M 16.5K 8.25M 65.39%
16 2023 Jeffrey A. Lipson Director, Chief Executive Officer and President 762.2K 5.39M 2.08M 16.5K 8.25M 65.39%
17 2023 Jeffrey W. Eckel Executive Chair 542.1K 4.07M 1.50M 16.5K 6.13M 66.46%
18 2023 Nathaniel J. Rose Executive Vice President and Chief Investment Officer 445.7K 1.69M 964.5K 16.5K 3.12M 54.26%
19 2023 Marc T. Pangburn Executive Vice President and Chief Financial Officer 446.0K 1.41M 976.0K 16.5K 2.85M 49.50%
20 2023 Marc T. Pangburn Senior Managing Director and Chief Revenue and Strategy Officer 446.0K 1.41M 976.0K 16.5K 2.85M 49.50%
21 2023 Susan D. Nickey Senior Managing Director and Chief Client Officer 441.9K 1.30M 900.2K 16.5K 2.66M 48.98%
22 2023 Susan D. Nickey Executive Vice President and Chief Client Officer 441.9K 1.30M 900.2K 16.5K 2.66M 48.98%
23 2023 Richard R. Santoroski Executive Vice President and Chief Risk Officer 441.9K 1.30M 835.9K 16.5K 2.60M 50.14%
24 2022 Jeffrey W. Eckel Executive Chair 825.0K 4.43M 2.74M 15.3K 8.01M 55.28%
25 2022 Jeffrey W. Eckel Director, President and Chief Executive Officer 825.0K 4.43M 2.74M 15.3K 8.01M 55.28%
26 2022 Jeffrey A. Lipson Chief Financial Officer, Chief Operating Officer and Executive Vice President 525.0K 1.30M 1.50M 15.3K 3.33M 38.93%
27 2022 Jeffrey A. Lipson Director, President and Chief Executive Officer 525.0K 1.30M 1.50M 15.3K 3.33M 38.93%
28 2022 Nathaniel J. Rose Executive Vice President and Chief Investment Officer 415.0K 1.28M 1.18M 15.3K 2.90M 44.34%
29 2022 Nathaniel J. Rose Executive Vice President and Co-Chief Investment Officer 415.0K 1.28M 1.18M 15.3K 2.90M 44.34%
30 2022 Susan D. Nickey Executive Vice President and Chief Client Officer 390.0K 932.7K 957.5K 15.3K 2.30M 40.63%
31 2022 Marc T. Pangburn Executive Vice President and Chief Financial Officer 390.0K 932.7K 957.5K 15.3K 2.30M 40.63%
32 2022 Marc T. Pangburn Executive Vice President and Co-Chief Investment Officer 390.0K 932.7K 957.5K 15.3K 2.30M 40.63%
33 2021 Jeffrey W. Eckel Director, President and Chief Executive Officer 763.2K 5.86M 2.60M 21.9K 9.24M 63.39%
34 2021 Jeffrey W. Eckel Executive Chair 763.2K 5.86M 2.60M 21.9K 9.24M 63.39%
35 2021 Jeffrey A. Lipson Chief Financial Officer, Chief Operating Officer and Executive Vice President 483.3K 1.94M 1.42M 14.5K 3.86M 50.33%
36 2021 Jeffrey A. Lipson Director, President and Chief Executive Officer 483.3K 1.94M 1.42M 14.5K 3.86M 50.33%
37 2021 Nathaniel J. Rose Executive Vice President and Co-Chief Investment Officer 406.7K 2.07M 1.12M 14.5K 3.61M 57.27%
38 2021 Nathaniel J. Rose Executive Vice President and Chief Investment Officer 406.7K 2.07M 1.12M 14.5K 3.61M 57.27%
39 2021 J. Brendan Herron Executive Vice President 151.8K 1.98M 1.01M 3.15M 62.95%
40 2021 Daniel K. McMahon Executive Vice President 381.7K 1.58M 877.5K 14.5K 2.85M 55.30%
41 2021 Steven L. Chuslo Executive Vice President and Chief Legal Officer 386.7K 1.45M 888.8K 14.5K 2.74M 52.97%
42 2021 Susan D. Nickey Executive Vice President and Chief Client Officer 350.4K 1.20M 832.5K 14.5K 2.40M 50.04%
43 2021 Marc Pangburn Executive Vice President and Co-Chief Investment Officer 336.7K 891.7K 832.5K 14.5K 2.08M 42.97%
44 2021 Marc T. Pangburn Executive Vice President and Co-Chief Investment Officer 336.7K 891.7K 832.5K 14.5K 2.08M 42.97%
45 2021 Marc T. Pangburn Executive Vice President and Chief Financial Officer 336.7K 891.7K 832.5K 14.5K 2.08M 42.97%
46 2020 Jeffrey W. Eckel Director, President and Chief Executive Officer 639.5K 2.39M 951.3K 21.7K 4.00M 59.67%
47 2020 Jeffrey W. Eckel, Director, President and Chief Executive Officer 639.5K 2.39M 951.3K 21.7K 4.00M 59.67%
48 2020 J. Brendan Herron, Executive Vice President 400.0K 1.02M 440.0K 14.3K 1.87M 54.38%
49 2020 J. Brendan Herron Executive Vice President 400.0K 1.02M 440.0K 14.3K 1.87M 54.38%
50 2020 Nathaniel J. Rose, Executive Vice President and Chief Investment Officer 386.7K 930.4K 497.3K 14.3K 1.83M 50.88%
51 2020 Nathaniel J. Rose Executive Vice President and Co-Chief Investment Officer 386.7K 930.4K 497.3K 14.3K 1.83M 50.88%
52 2020 Jeffrey A. Lipson Chief Financial Officer, Chief Operating Officer and Executive Vice President 383.3K 723.0K 425.0K 14.3K 1.55M 46.78%
53 2020 Jeffrey A. Lipson, Chief Financial Officer, Chief Operating Officer and Executive Vice President 383.3K 723.0K 425.0K 14.3K 1.55M 46.78%
54 2020 Steven L. Chuslo, Executive Vice President and Chief Legal Officer 366.7K 759.3K 393.1K 14.3K 1.53M 49.52%
55 2020 Steven L. Chuslo Executive Vice President and Chief Legal Officer 366.7K 759.3K 393.1K 14.3K 1.53M 49.52%
56 2020 Daniel K. McMahon Executive Vice President 361.7K 746.7K 387.8K 14.3K 1.51M 49.44%
57 2020 Daniel K. McMahon, Executive Vice President 361.7K 746.7K 387.8K 14.3K 1.51M 49.44%
58 2019 Jeffrey W. Eckel Director, President and Chief Executive Officer 639.5K 3.99M 595.3K 21.6K 5.25M 76.06%
59 2019 Jeffrey W. Eckel, Director, President and Chief Executive Officer 639.5K 3.99M 595.3K 21.6K 5.25M 76.06%
60 2019 J. Brendan Herron, Executive Vice President 393.3K 1.86M 265.5K 14.0K 2.53M 73.45%
61 2019 J. Brendan Herron Executive Vice President 393.3K 1.86M 265.5K 14.0K 2.53M 73.45%
62 2019 Nathaniel J. Rose Executive Vice President and Co-Chief Investment Officer 374.6K 1.21M 300.7K 14.0K 1.90M 63.67%
63 2019 Nathaniel J. Rose, Executive Vice President and Chief Investment Officer 374.6K 1.21M 300.7K 14.0K 1.90M 63.67%
64 2019 Steven L. Chuslo, Executive Vice President and General Counsel 360.0K 1.05M 239.5K 14.0K 1.66M 63.13%
65 2019 Steven L. Chuslo, Executive Vice President and Chief Legal Officer 360.0K 1.05M 239.5K 14.0K 1.66M 63.13%
66 2019 Steven L. Chuslo Executive Vice President and Chief Legal Officer 360.0K 1.05M 239.5K 14.0K 1.66M 63.13%
67 2019 Daniel K. McMahon, Executive Vice President 350.7K 1.05M 231.5K 14.0K 1.65M 63.79%
68 2019 Daniel K. McMahon Executive Vice President 350.7K 1.05M 231.5K 14.0K 1.65M 63.79%
69 2019 Jeffrey A. Lipson, Chief Financial Officer, Chief Operating Officer and Executive Vice President 302.4K 872.1K 235.6K 14.0K 1.42M 61.24%
70 2019 Jeffrey A. Lipson, Executive Vice President and Chief Financial Officer 302.4K 872.1K 235.6K 14.0K 1.42M 61.24%
71 2019 Jeffrey A. Lipson Chief Financial Officer, Chief Operating Officer and Executive Vice President 302.4K 872.1K 235.6K 14.0K 1.42M 61.24%
72 2018 Jeffrey W. Eckel, Director, President and Chief Executive Officer 632.8K 3.15M 1.42M 21.4K 5.23M 60.29%
73 2018 J. Brendan Herron, Executive Vice President 373.3K 1.38M 623.4K 13.8K 2.39M 57.76%
74 2018 J. Brendan Herron, Executive Vice President and Chief Financial Officer 373.3K 1.38M 623.4K 13.8K 2.39M 57.76%
75 2018 Nathaniel J. Rose, Executive Vice President and Chief Investment Officer 357.2K 1.09M 670.0K 13.8K 2.14M 51.25%
76 2018 M. Rhem Wooten Jr., Executive Vice President 1.69M 347.1K 67.6K 2.10M 16.50%
77 2018 Steven L. Chuslo, Executive Vice President and General Counsel 358.3K 1.00M 589.5K 13.8K 1.97M 51.07%
78 2018 Steven L. Chuslo, Executive Vice President and Chief Legal Officer 358.3K 1.00M 589.5K 13.8K 1.97M 51.07%
79 2018 Daniel K. McMahon, Executive Vice President 335.3K 970.3K 561.1K 13.8K 1.88M 51.60%
80 2017 Jeffrey W. Eckel, Director, President and Chief Executive Officer 619.5K 3.56M 20.6K 4.20M 84.76%
81 2017 J. Brendan Herron, Executive Vice President 360.0K 1.48M 13.5K 1.85M 79.81%
82 2017 J. Brendan Herron, Executive Vice President and Chief Financial Officer 360.0K 1.48M 13.5K 1.85M 79.81%
83 2017 Nathaniel J. Rose, Executive Vice President and Chief Investment Officer 338.4K 1.11M 13.5K 1.47M 76.01%
84 2017 Steven L. Chuslo, Executive Vice President and General Counsel 355.0K 1.05M 13.5K 1.42M 74.03%
85 2017 M. Rhem Wooten Jr., Executive Vice President 343.5K 1.00M 13.5K 1.36M 73.76%
86 2017 Daniel K. McMahon, Executive Vice President 322.0K 987.2K 13.5K 1.32M 74.64%
87 2016 Jeffrey W. Eckel, Director, President and Chief Executive Officer 594.5K 3.78M 303.0K 21.3K 4.70M 80.46%
88 2016 J. Brendan Herron, Executive Vice President and Chief Financial Officer 350.0K 1.41M 149.0K 13.3K 1.92M 73.28%
89 2016 Steven L. Chuslo, Executive Vice President and General Counsel 346.7K 1.05M 147.0K 13.3K 1.56M 67.41%
90 2016 M. Rhem Wooten Jr., Executive Vice President 333.5K 1.05M 142.0K 13.3K 1.54M 68.22%
91 2016 Nathaniel J. Rose, Executive Vice President and Chief Investment Officer 319.2K 1.02M 135.0K 13.3K 1.49M 68.68%
92 2016 Nathaniel J. Rose, Executive Vice President and Chief Operating Officer 319.2K 1.02M 135.0K 13.3K 1.49M 68.68%
93 2016 Daniel K. McMahon, Executive Vice President 313.7K 1.02M 133.0K 13.3K 1.48M 68.83%
94 2015 Jeffrey W. Eckel, Director, President and Chief Executive Officer 528.0K 4.08M 21.4K 4.63M 88.15%
95 2015 J. Brendan Herron, Executive Vice President and Chief Financial Officer 318.3K 1.12M 13.3K 1.46M 77.22%
96 2015 Steven L. Chuslo, Executive Vice President and General Counsel 320.0K 941.4K 13.3K 1.27M 73.86%
97 2015 M. Rhem Wooten Jr., Executive Vice President 304.0K 929.3K 13.3K 1.25M 74.55%
98 2015 Nathaniel J. Rose, Executive Vice President and Chief Operating Officer 293.3K 841.1K 13.3K 1.15M 73.29%
99 2015 Nathaniel J. Rose, Executive Vice President and Chief Investment Officer 293.3K 841.1K 13.3K 1.15M 73.29%
100 2015 Daniel K. McMahon, Executive Vice President 288.0K 835.7K 13.3K 1.14M 73.50%
101 2014 Jeffrey W. Eckel, Director, President and Chief Executive Officer 495.0K 2.53M 18.6K 3.05M 83.14%
102 2014 J. Brendan Herron, Executive Vice President and Chief Financial Officer 295.0K 835.9K 10.4K 1.14M 73.24%
103 2014 Steven L. Chuslo, Executive Vice President and General Counsel 300.0K 701.7K 10.4K 1.01M 69.33%
104 2014 M. Rhem Wooten Jr., Executive Vice President 285.0K 687.5K 10.4K 982.9K 69.94%
105 2014 Nathaniel J. Rose, Senior Vice President and Chief Investment Officer 275.0K 635.0K 10.4K 920.4K 68.99%
106 2014 Nathaniel J. Rose, Executive Vice President and Chief Operating Officer 275.0K 635.0K 10.4K 920.4K 68.99%
107 2014 Daniel K. McMahon, Executive Vice President 270.0K 631.0K 10.4K 911.4K 69.23%
108 2013 Jeffrey W. Eckel, Director, President and Chief Executive Officer 434.6K 3.32M 18.4K 3.77M 87.99%
109 2013 J. Brendan Herron, Executive Vice President and Chief Financial Officer 276.3K 25.0K 728.6K 10.2K 1.04M 70.05%
110 2013 Steven L. Chuslo, Executive Vice President and General Counsel 300.0K 14.0K 546.4K 10.2K 870.6K 62.76%
111 2013 M. Rhem Wooten Jr., Executive Vice President 270.4K 546.4K 10.2K 827.0K 66.07%
112 2013 Daniel K. McMahon, Executive Vice President 240.8K 21.9K 546.4K 10.2K 819.4K 66.69%
113 2013 Nathaniel J. Rose, Senior Vice President and Chief Investment Officer 243.8K 17.0K 546.4K 10.2K 817.4K 66.85%
114 2013 Nathaniel J. Rose, Executive Vice President and Chief Operating Officer 243.8K 17.0K 546.4K 10.2K 817.4K 66.85%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-13 DEFA14A
2026-04-13 DEF 14A
2025-04-22 DEFA14A
2025-04-22 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 8-K
2026-05-01 4
2026-05-01 3
2026-04-28 SC 13G
2026-04-28 SC 13G
2026-04-13 DEFA14A
2026-04-13 DEF 14A
2026-04-13 ARS
2026-03-27 8-K
2026-03-26 SC 13G/A

Executive team

NameTitleCompensationGender
Jeffrey A. Lipson President, Chief Executive Officer & Director 4M male
Marc T. Pangburn Senior MD and Chief Revenue & Strategy Officer 2M male
Susan D. Nickey Senior MD & Chief Client Officer 2M female
Nathaniel J. Rose Senior Managing Director of Investments 2M male
Steven L. Chuslo Strategic Advisor 1M male
Nitya Gopalakrishnan Senior MD & COO 1M female
Charles W. Melko Treasurer, Senior MD & CFO 1M male
Aaron Chew Head of IR
Katherine McGregor-Dent Senior MD & Chief Human Resources Officer female
Michelle E. Whicher Senior MD & Chief Accounting Officer female
Christy Freer Senior MD & Chief Legal Officer female
ESG Rating
B+
REIT - SPECIALTY
2023
E (Environmental)
70.2 / 68.2
Company / Sector avg.
S (Social)
64.7 / 68.7
Company / Sector avg.
G (Governance)
64.6 / 71.5
Company / Sector avg.
ESG Total
66.5 / 69.4
Company / Sector avg.
ESG Score History REIT - SPECIALTY
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2023-02-21 2023-03-01 Thomas R. Carper DE Spouse Purchase $1,001 - $15,000
2022-01-18 2022-02-03 Thomas R. Carper DE Spouse Sale (Partial) $1,001 - $15,000
2020-07-09 2020-08-04 Thomas R. Carper DE Spouse Sale (Partial) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-12-20 2024-01-17 Dwight Evans PA03 Sale (Full) $1,001 - $15,000
2020-10-14 2020-12-03 Dwight Evans PA03 Self Sale (Partial) $1,001 - $15,000
2020-10-09 2020-10-16 John Curtis uT03 Sale (Full) $1,001 - $15,000
2020-10-01 2020-12-08 Susie Lee NV03 Joint Purchase $1,001 - $15,000
2020-09-18 2020-10-24 Susie Lee NV03 Joint Purchase $1,001 - $15,000
2020-03-04 2020-04-09 John Curtis UT03 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits