Healthcare Services Group, Inc. (HCSG)
Bensalem, PA, US
Healthcare Services Group, Inc., established in 1976 and based in Bensalem, Pennsylvania, provides outsourced management and operational services to healthcare and senior living facilities nationwide. The company supports departments such as housekeeping, laundry, facility maintenance, and dietary services for clients including nursing homes, retirement complexes, rehabilitation centers, and hospitals. Its Housekeeping division handles the cleaning, disinfection, and sanitization of client premises, alongside the laundering and processing of various linens. The Dietary division manages food procurement, meal preparation, and offers professional dietitian services for menu development, in addition to on-site management and clinical consulting. By December 31, 2021, the firm was serving approximately 3,000 facilities across the U.S.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.63% | +0.78% | -3.78% | -5.37% | +9.69% | +7.74% | +46.10% | +46.00% | -32.70% | -47.18% | +6,712.39% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 2 | -1 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
25.00
+2.9%
|
| Last Year | 7 |
23.86
-1.8%
|
| All Time | 11 |
21.09
-13.2%
|
-
Revenue growth Medical - Care Facilities: +10.2%+7.1% Q1'26: +3.4% (vs Q1'25)
-
EPS growth Medical - Care Facilities: +19.2%+52.8% ★ Q1'26: +60.9% (vs Q1'25)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%+0.5% Q1'26: +9.1% (vs Q1'25)
-
EBIT margin Medical - Care Facilities: +11.3%+2.6% Q1'26: +7.3% (vs Q1'25)
-
ROIC Medical - Care Facilities: +6.8%+12.8% ★ Q1'26: +29.6% (vs Q1'25)
-
Share dilution Medical - Care Facilities: +0.0%-1.3% ★ Q1'26: -3.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×0.38× ★ Q1'26: 0.06× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 1997 actual |
Dec 1998 actual |
Dec 1999 actual |
Dec 2002 actual |
Dec 2003 actual |
Dec 2004 actual |
Dec 2005 actual |
Dec 2006 actual |
Dec 2007 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
181.40M
est: 181.30M (+0.1%)
|
204.90M
est: 192.95M (+6.2%)
|
232.40M
est: 221.85M (+4.8%)
|
328.50M
est: 308.78M (+6.4%)
|
379.72M
est: 356.52M (+6.5%)
|
442.57M
est: 401.61M (+10.2%)
|
466.29M
est: 479.48M (-2.8%)
|
511.63M
est: 470.44M (+8.8%)
|
577.72M
est: 606.10M (-4.7%)
|
602.72M
est: 650.19M (-7.3%)
|
692.70M
est: 693.38M (-0.1%)
|
773.96M
est: 838.56M (-7.7%)
|
889.07M
est: 923.73M (-3.8%)
|
1.08B
est: 1.08B (-0.5%)
|
1.15B
est: 1.66B (-30.6%)
|
1.29B
est: 1.33B (-2.4%)
|
1.44B
est: 1.44B (-0.3%)
|
1.56B
est: 1.56B (-0.1%)
|
1.87B
est: 1.87B (+0.0%)
|
2.01B
est: 2.02B (-0.6%)
|
1.84B
est: 1.84B (+0.2%)
|
1.76B
est: 1.76B (+0.1%)
|
1.64B
est: 1.64B (+0.2%)
|
1.69B
est: 1.69B (+0.3%)
|
1.67B
est: 1.68B (-0.8%)
|
1.72B
est: 1.71B (+0.2%)
|
1.84B
est: 1.84B (0.0%)
|
1.93B
1.93B – 1.94B
+5.0% YoY
|
2.04B
2.03B – 2.04B
+5.5% YoY
|
2.15B
2.14B – 2.17B
+5.6% YoY
|
| EBITDA |
11.40M
est: 12.80M (-10.9%)
|
15.20M
est: 15.13M (+0.4%)
|
10.00M
est: 11.74M (-14.8%)
|
15.53M
est: 15.00M (+3.5%)
|
17.98M
est: 18.23M (-1.4%)
|
24.20M
est: 23.15M (+4.5%)
|
26.28M
est: 31.51M (-16.6%)
|
33.22M
est: 39.46M (-15.8%)
|
43.06M
est: 52.92M (-18.6%)
|
44.78M
est: 48.87M (-8.4%)
|
47.94M
est: 52.18M (-8.1%)
|
56.59M
est: 61.70M (-8.3%)
|
61.08M
est: 64.11M (-4.7%)
|
72.46M
est: 75.29M (-3.8%)
|
68.99M
est: 77.50M (-11.0%)
|
74.75M
est: 41.15M (+81.7%)
|
96.71M
est: 102.22M (-5.4%)
|
125.25M
est: 127.88M (-2.1%)
|
141.85M
est: 144.25M (-1.7%)
|
112.28M
est: 108.90M (+3.1%)
|
102.50M
est: 110.60M (-7.3%)
|
144.83M
est: 111.16M (+30.3%)
|
81.56M
est: 86.29M (-5.5%)
|
62.86M
est: 60.64M (+3.6%)
|
75.26M
est: 70.95M (+6.1%)
|
73.96M
est: 72.09M (+2.6%)
|
65.32M
est: 77.39M (-15.6%)
|
81.27M
81.10M – 81.49M
+5.0% YoY
|
85.78M
85.60M – 86.01M
+5.5% YoY
|
90.62M
89.95M – 91.28M
+5.6% YoY
|
| EBIT |
9.30M
est: 9.20M (+1.1%)
|
13.10M
est: 11.90M (+10.1%)
|
7.90M
est: 9.34M (-15.4%)
|
13.49M
est: 12.44M (+8.5%)
|
16.06M
est: 15.04M (+6.8%)
|
22.38M
est: 20.29M (+10.3%)
|
27.60M
est: 56.63M (-51.3%)
|
35.82M
est: 32.85M (+9.0%)
|
44.07M
est: 45.72M (-3.6%)
|
41.93M
est: 44.49M (-5.8%)
|
44.71M
est: 44.36M (+0.8%)
|
52.82M
est: 54.82M (-3.6%)
|
56.70M
est: 58.46M (-3.0%)
|
69.06M
est: 67.14M (+2.9%)
|
65.79M
est: 66.15M (-0.5%)
|
31.29M
est: 32.01M (-2.2%)
|
88.99M
est: 92.70M (-4.0%)
|
119.25M
est: 117.75M (+1.3%)
|
134.33M
est: 129.02M (+4.1%)
|
103.00M
est: 99.10M (+3.9%)
|
88.56M
est: 84.81M (+4.4%)
|
130.56M
est: 91.26M (+43.1%)
|
66.90M
est: 55.05M (+21.5%)
|
47.54M
est: 45.98M (+3.4%)
|
60.91M
est: 56.06M (+8.7%)
|
59.38M
est: 56.95M (+4.3%)
|
48.54M
est: 61.14M (-20.6%)
|
64.21M
64.07M – 64.38M
+5.0% YoY
|
67.77M
67.63M – 67.95M
+5.5% YoY
|
71.59M
71.07M – 72.12M
+5.6% YoY
|
| Net Income |
5.90M
est: 5.90M (+0.0%)
|
8.90M
est: 8.20M (+8.5%)
|
5.50M
est: 6.21M (-11.4%)
|
8.63M
est: 7.95M (+8.5%)
|
10.86M
est: 10.19M (+6.5%)
|
14.70M
est: 13.31M (+10.5%)
|
19.10M
est: 18.42M (+3.7%)
|
25.45M
est: 23.35M (+9.0%)
|
29.58M
est: 30.63M (-3.4%)
|
26.61M
est: 28.19M (-5.6%)
|
30.34M
est: 30.11M (+0.8%)
|
34.44M
est: 36.64M (-6.0%)
|
38.16M
est: 39.27M (-2.8%)
|
44.21M
est: 44.11M (+0.2%)
|
47.13M
est: 50.27M (-6.2%)
|
21.85M
est: 23.12M (-5.5%)
|
58.02M
est: 61.22M (-5.2%)
|
77.40M
est: 77.40M (+0.0%)
|
88.23M
est: 89.29M (-1.2%)
|
83.52M
est: 82.71M (+1.0%)
|
64.58M
est: 69.93M (-7.6%)
|
98.68M
est: 75.57M (+30.6%)
|
48.54M
est: 48.76M (-0.5%)
|
34.24M
est: 32.61M (+5.0%)
|
38.39M
est: 31.58M (+21.5%)
|
39.47M
est: 51.17M (-22.9%)
|
59.06M
est: 58.57M (+0.8%)
|
79.09M
78.84M – 79.33M
+35.0% YoY
|
84.46M
84.20M – 84.73M
+6.8% YoY
|
103.21M
102.89M – 103.53M
+22.2% YoY
|
| SGA |
17.70M
est: 17.70M (+0.0%)
|
17.40M
est: 16.10M (+8.1%)
|
18.80M
est: 16.51M (+13.9%)
|
25.15M
est: 23.13M (+8.7%)
|
29.04M
est: 27.28M (+6.5%)
|
31.52M
est: 28.67M (+9.9%)
|
32.58M
est: 31.43M (+3.6%)
|
37.20M
est: 34.04M (+9.3%)
|
40.28M
est: 41.66M (-3.3%)
|
39.52M
est: 42.15M (-6.2%)
|
50.27M
est: 50.28M (0.0%)
|
57.31M
est: 61.34M (-6.6%)
|
65.31M
est: 67.70M (-3.5%)
|
79.28M
est: 78.10M (+1.5%)
|
92.00M
est: 102.81M (-10.5%)
|
107.81M
est: 108.56M (-0.7%)
|
111.69M
est: 124.14M (-10.0%)
|
105.42M
est: 103.92M (+1.4%)
|
126.73M
est: 124.39M (+1.9%)
|
136.60M
est: 138.59M (-1.4%)
|
150.02M
est: 152.62M (-1.7%)
|
141.58M
est: 110.74M (+27.9%)
|
166.43M
est: 214.82M (-22.5%)
|
149.52M
est: 197.09M (-24.1%)
|
160.09M
est: 165.59M (-3.3%)
|
174.82M
est: 168.24M (+3.9%)
|
190.87M
est: 180.61M (+5.7%)
|
189.67M
189.28M – 190.18M
+5.0% YoY
|
200.19M
199.77M – 200.73M
+5.5% YoY
|
211.49M
209.94M – 213.03M
+5.6% YoY
|
| EPS |
0.10
est: 0.12 (-16.7%)
|
0.16
est: 0.14 (+14.3%)
|
0.10
est: 0.11 (-10.2%)
|
0.15
est: 0.14 (+7.1%)
|
0.19
est: 0.17 (+11.8%)
|
0.25
est: 0.20 (+25.0%)
|
0.32
est: 0.28 (+14.3%)
|
0.41
est: 0.34 (+20.6%)
|
0.47
est: 0.50 (-6.0%)
|
0.41
est: 0.48 (-14.6%)
|
0.47
est: 0.50 (-6.0%)
|
0.52
est: 0.60 (-13.3%)
|
0.57
est: 0.62 (-8.1%)
|
0.65
est: 0.66 (-1.5%)
|
0.68
est: 0.91 (-24.9%)
|
0.31
est: 0.89 (-65.2%)
|
0.81
est: 0.94 (-13.8%)
|
1.06
est: 1.06 (+0.5%)
|
1.20
est: 1.23 (-2.1%)
|
1.13
est: 1.41 (-19.7%)
|
0.87
est: 1.09 (-19.9%)
|
1.32
est: 1.25 (+5.6%)
|
0.65
est: 0.80 (-19.2%)
|
0.46
est: 0.36 (+29.5%)
|
0.52
est: 0.43 (+20.3%)
|
0.54
est: 0.70 (-22.9%)
|
0.82
est: 0.80 (+2.3%)
|
1.08
1.08 – 1.09
+35.0% YoY
|
1.16
1.15 – 1.16
+6.8% YoY
|
1.41
1.41 – 1.42
+22.2% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-04-23 | Benchmark | Buy | Buy | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-27 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-26 | A | 4/5 | 4/5 | 4/5 | 5/5 | 4/5 | 2/5 | 3/5 |
| 2026-05-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-19 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-18 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-15 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-14 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-13 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-12 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-07 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-06 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 11.71M | 15.70% | 11.59M | — | 11.71M | — | HC | Delaware | 2022-02-07 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 8.80M | 11.80% | — | 102.2K | 8.63M | 168.5K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 3 | Neuberger Berman Group LLC | 6.88M | 10.30% | — | 6.18M | — | 6.88M | HC | Delaware | 2012-02-15 | ↗ |
| 4 | Neuberger Berman LLC | 6.88M | 10.30% | — | 6.18M | — | 6.88M | BD, IA | Delaware | 2012-02-15 | ↗ |
| 5 | Neuberger Berman Management LLC | 6.09M | 9.13% | — | 6.09M | — | 6.09M | BD | Delaware | 2012-02-15 | ↗ |
| 6 | Neuberger Berman Equity Funds | 5.52M | 8.27% | — | 5.52M | — | 5.52M | IV | Delaware | 2012-02-15 | ↗ |
| 7 | William Blair36-2214610 | 4.66M | 6.98% | 4.66M | — | 4.66M | — | BD, IA | W Adams Chicago IL | 2012-01-30 | ↗ |
| 8 | Wasatch Advisors, Inc. 87-0319391 | 4.66M | 6.30% | 4.66M | — | 4.66M | — | IA | — | 2020-02-10 | ↗ |
| 9 | STATE STREET CORPORATION | 4.39M | 5.92% | — | 4.23M | — | 4.39M | HC | — | 2023-02-01 | ↗ |
| 10 | Wellington Management Company LLP | 4.37M | 5.89% | — | 3.92M | — | — | IA | Massachusetts | 2020-01-28 | ↗ |
| 11 | Janus Henderson Group plc | 4.26M | 5.80% | — | 4.26M | — | 4.26M | IA, HC | Jersey Channel Islands | 2019-02-12 | ↗ |
| 12 | Mackenzie Financial Corporation | 4.23M | 5.68% | 4.23M | — | 4.23M | — | IA | Toronto, Ontario, Canada | 2022-02-04 | ↗ |
| 13 | Abigail P. Johnson | 4.10M | 5.53% | — | — | 4.10M | — | IN | Delaware | 2020-02-07 | ↗ |
| 14 | FMR LLC | 4.10M | 5.53% | 2.30M | — | 4.10M | — | HC | Delaware | 2020-02-07 | ↗ |
| 15 | 52-2343049 | 3.91M | 5.30% | 3.91M | — | 3.91M | — | IA | New York | 2024-01-23 | ↗ |
| 16 | 98-0557567 | 3.88M | 5.20% | 3.85M | — | 3.88M | — | IA, HC | Bermuda | 2023-02-10 | ↗ |
| 17 | 41-1930193 | 3.45M | 4.62% | 2.32M | — | 3.45M | — | IA | Minneapolis, Minnesota | 2022-01-21 | ↗ |
| 18 | William Blair & Company, LLC 36-2214610 | 3.21M | 4.74% | 3.21M | — | 3.21M | — | BD, IA | W Adams Chicago IL | 2013-02-05 | ↗ |
| 19 | Piper Jaffray Companies / 30-0168701 | 3.08M | 4.61% | 3.08M | — | 3.08M | — | HC | Delaware | 2012-02-15 | ↗ |
| 20 | BLAIR WILLIAM & CO/IL | 2.84M | 4.02% | 1.77M | — | 2.84M | — | BD, IA | 222 W. Adams, Chicago, IL 60606' | 2015-07-02 | ↗ |
| 21 | Wellington Group Holdings LLP | 15.4K | 0.02% | — | 15.4K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 22 | Wellington Investment Advisors Holdings LLP | 15.4K | 0.02% | — | 15.4K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 23 | Wellington Management Group LLP | 15.4K | 0.02% | — | 15.4K | — | — | HC | Massachusetts | 2021-02-04 | ↗ |
| 24 | William Blair Investment Management, LLC | — | 0.00% | — | — | — | — | IA | Delaware | 2021-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 74.6K +74.6K (+100.0%) | 1.43B +1.4B (+100.0%) | 0.11% +0.106 pp | 0.56% +0.563 pp | USD19.12 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 11.38M -100.7K (-0.9%) | 217.55M +24.4M (+12.6%) | 16.14% +0.507 pp | 0.00% +0.000 pp | USD11.18 +71.0% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 8.04M +1.5K (+0.0%) | 153.68M +18.4M (+13.6%) | 11.40% +0.457 pp | 0.00% +0.000 pp | USD24.20 -21.0% | 84 qtrs — |
| 4 | MACKENZIE FINANCIAL CORP | 3.55M -494.9K (-12.2%) | 70.11M +2.0M (+3.0%) | 5.04% -0.473 pp | 0.08% +0.001 pp | USD29.13 -34.4% | 28 qtrs — |
| 5 | STATE STREET CORP | 2.79M -149.8K (-5.1%) | 53.41M +3.9M (+7.8%) | 3.96% -0.046 pp | 0.00% +0.000 pp | USD24.76 -22.8% | 51 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 2.34M -212.4K (-8.3%) | 44.71M +1.8M (+4.2%) | 3.32% -0.157 pp | 0.01% +0.000 pp | USD18.36 +4.1% | 51 qtrs — |
| 7 | ROYCE & ASSOCIATES LP | 2.29M -572.1K (-20.0%) | 43.84M -4.4M (-9.1%) | 3.17% -0.735 pp | 0.44% -0.036 pp | USD14.46 +32.2% | 59 qtrs — |
| 8 | AMERIPRISE FINANCIAL INC | 2.23M +245.3K (+12.4%) | 42.58M +9.2M (+27.7%) | 3.08% +0.377 pp | 0.01% +0.002 pp | USD16.06 +19.1% | 55 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 2.16M +391.6K (+22.2%) | 41.27M +11.5M (+38.8%) | 2.98% +0.575 pp | 0.02% +0.006 pp | USD15.37 +24.4% | 25 qtrs — |
| 10 | PALISADE CAPITAL MANAGEMENT, LP | 1.93M -225.1K (-10.5%) | 36.85M +625.8K (+1.7%) | 2.73% -0.197 pp | 1.09% +0.108 pp | USD17.68 +8.1% | 55 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 1.87M -25.7K (-1.4%) | 35.73M +3.8M (+12.1%) | 2.65% +0.071 pp | 0.00% +0.000 pp | USD23.80 -19.7% | 78 qtrs — |
| 12 | 8 KNOTS MANAGEMENT, LLC | 1.59M -1.8M (-52.6%) | 30.45M -26.1M (-46.1%) | 2.26% -2.316 pp | 3.51% -2.886 pp | USD16.83 +13.6% | 2 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.48M +158.3K (+12.0%) | 28.21M +6.0M (+27.3%) | 2.09% +0.299 pp | 0.00% +0.001 pp | USD19.87 -3.8% | 100 qtrs — |
| 14 | NUVEEN, LLC | 1.28M +290.0K (+29.2%) | 24.52M +7.8M (+46.8%) | 1.82% +0.468 pp | 0.01% +0.002 pp | USD12.32 +55.2% | 4 qtrs — |
| 15 | FRANKLIN RESOURCES INC | 1.18M +208.0K (+21.3%) | 22.64M +6.2M (+37.8%) | 1.64% +0.306 pp | 0.01% +0.002 pp | USD13.97 +36.9% | 11 qtrs — |
| 16 | GOLDMAN SACHS GROUP INC | 1.14M +182.6K (+19.1%) | 21.74M +5.7M (+35.4%) | 1.61% +0.313 pp | 0.00% +0.001 pp | USD12.72 +50.3% | 73 qtrs — |
| 17 | AQR CAPITAL MANAGEMENT LLC | 999.1K +163.6K (+19.6%) | 19.10M +5.0M (+35.9%) | 1.38% +0.242 pp | 0.01% +0.001 pp | USD15.03 +27.2% | 24 qtrs — |
| 18 | MARATHON ASSET MANAGEMENT LTD | 856.4K -83.2K (-8.9%) | 16.37M +560.8K (+3.5%) | 1.17% -0.107 pp | 0.63% +0.048 pp | USD16.31 +17.2% | 17 qtrs — |
| 19 | JANUS HENDERSON GROUP PLC | 843.6K +242.7K (+40.4%) | 16.13M +6.0M (+59.5%) | 1.17% +0.347 pp | 0.01% +0.003 pp | USD14.05 +36.1% | 45 qtrs — |
| 20 | KENNEDY CAPITAL MANAGEMENT LLC | 723.7K -1.7K (-0.2%) | 13.84M +1.6M (+13.3%) | 1.00% +0.012 pp | 0.29% +0.023 pp | USD14.31 +33.6% | 13 qtrs — |
| 21 | NEW YORK STATE COMMON RETIREMENT FUND | 723.7K +— (+0.0%) | 13.84M +1.7M (+13.6%) | 1.00% +0.014 pp | 0.02% +0.003 pp | USD20.53 -6.9% | 83 qtrs — |
| 22 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 720.4K -22.3K (-3.0%) | 13.77M +1.3M (+10.2%) | 1.02% +0.011 pp | 0.04% +0.003 pp | USD12.10 +58.0% | 17 qtrs — |
| 23 | CSM ADVISORS, LLC | 719.1K -43.1K (-5.7%) | 13.75M +918.0K (+7.2%) | 1.02% -0.018 pp | 0.37% +0.015 pp | USD15.44 +23.8% | 3 qtrs — |
| 24 | BRANDES INVESTMENT PARTNERS, LP | 705.3K -2.4K (-0.3%) | 13.48M +1.6M (+13.2%) | 0.97% +0.011 pp | 0.10% +0.007 pp | USD11.92 +60.4% | 14 qtrs — |
| 25 | NORTHERN TRUST CORP | 663.7K -59.7K (-8.3%) | 12.69M +515.4K (+4.2%) | 0.92% -0.068 pp | 0.00% +0.000 pp | USD28.60 -33.1% | 51 qtrs — |
| 26 | MORGAN STANLEY | 642.2K +73.6K (+13.0%) | 12.28M +2.7M (+28.3%) | 0.91% +0.137 pp | 0.00% +0.000 pp | USD14.53 +31.6% | 51 qtrs — |
| 27 | D. E. SHAW & CO., INC. | 585.5K -432.0K (-42.5%) | 11.20M -5.9M (-34.6%) | 0.81% -0.577 pp | 0.01% -0.004 pp | USD14.46 +32.2% | 28 qtrs — |
| 28 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 561.0K +887.0 (+0.2%) | 10.73M +1.3M (+13.8%) | 0.77% +0.005 pp | 0.02% +0.002 pp | USD11.54 +65.7% | 5 qtrs — |
| 29 | RAYMOND JAMES FINANCIAL INC | 542.4K -30.7K (-5.4%) | 10.37M +725.1K (+7.5%) | 0.75% -0.031 pp | 0.00% +0.000 pp | USD12.03 +58.9% | 5 qtrs — |
| 30 | RUSSELL INVESTMENTS GROUP, LTD. | 499.4K -43.7K (-8.0%) | 9.55M +408.1K (+4.5%) | 0.69% -0.050 pp | 0.01% +0.000 pp | USD13.87 +37.9% | 37 qtrs — |
| 31 | QUBE RESEARCH & TECHNOLOGIES LTD | 492.6K +139.2K (+39.4%) | 9.42M +3.5M (+58.4%) | 0.68% +0.199 pp | 0.01% +0.003 pp | USD15.89 +20.3% | 4 qtrs — |
| 32 | PRINCIPAL FINANCIAL GROUP INC | 472.3K +14.6K (+3.2%) | 9.03M +1.3M (+17.2%) | 0.65% +0.023 pp | 0.00% +0.001 pp | USD22.32 -14.3% | 81 qtrs — |
| 33 | BANK OF NEW YORK MELLON CORP | 445.6K -36.1K (-7.5%) | 8.52M +413.6K (+5.1%) | 0.62% -0.040 pp | 0.00% 0.000 pp | USD27.61 -30.7% | 66 qtrs — |
| 34 | HILLSDALE INVESTMENT MANAGEMENT INC. | 442.6K -700.0 (-0.2%) | 8.46M +1.0M (+13.4%) | 0.61% +0.002 pp | 0.23% +0.008 pp | USD15.36 +24.5% | 8 qtrs — |
| 35 | JPMORGAN CHASE & CO | 412.7K -141.0K (-25.5%) | 7.89M -1.4M (-15.3%) | 0.57% -0.189 pp | 0.00% 0.000 pp | USD13.67 +39.9% | 51 qtrs — |
| 36 | TOWLE & CO | 386.8K +386.8K (+100.0%) | 7.40M +7.4M (+100.0%) | 0.55% +0.549 pp | 1.95% +1.955 pp | USD19.12 +0.0% | 1 qtrs NEW |
| 37 | INVESCO LTD. | 378.0K -337.9K (-47.2%) | 7.23M -4.8M (-40.0%) | 0.54% -0.439 pp | 0.00% -0.001 pp | USD14.86 +28.7% | 57 qtrs — |
| 38 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 350.8K +5.5K (+1.6%) | 6.71M +895.6K (+15.4%) | 0.50% +0.027 pp | 0.01% +0.002 pp | USD13.31 +43.7% | 17 qtrs — |
| 39 | BALYASNY ASSET MANAGEMENT L.P. | 346.4K +45.0K (+14.9%) | 6.62M +1.6M (+30.6%) | 0.48% +0.068 pp | 0.01% +0.002 pp | USD17.00 +12.5% | 3 qtrs — |
| 40 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 327.6K -8.9K (-2.6%) | 6.26M +600.3K (+10.6%) | 0.45% -0.006 pp | 0.02% +0.000 pp | USD16.14 +18.5% | 18 qtrs — |
| 41 | PACER ADVISORS, INC. | 319.6K +65.6K (+25.9%) | 6.11M +1.8M (+43.0%) | 0.45% +0.108 pp | 0.02% +0.005 pp | USD15.87 +20.5% | 3 qtrs — |
| 42 | ALLIANZ ASSET MANAGEMENT GMBH | 297.0K +132.7K (+80.7%) | 5.68M +2.9M (+105.3%) | 0.41% +0.187 pp | 0.01% +0.003 pp | USD17.55 +8.9% | 3 qtrs — |
| 43 | ROYAL BANK OF CANADA | 295.8K +100.3K (+51.3%) | 5.66M +2.4M (+71.9%) | 0.42% +0.153 pp | 0.00% +0.000 pp | USD16.48 +16.0% | 51 qtrs — |
| 44 | FMR LLC | 275.6K +53.9K (+24.3%) | 5.27M +1.5M (+41.2%) | 0.38% +0.079 pp | 0.00% +0.000 pp | USD14.73 +29.8% | 34 qtrs — |
| 45 | ALLIANCEBERNSTEIN L.P. | 274.0K +122.5K (+80.8%) | 5.24M +2.7M (+105.4%) | 0.39% +0.182 pp | 0.00% +0.001 pp | USD21.05 -9.2% | 61 qtrs — |
| 46 | DEAN INVESTMENT ASSOCIATES, LLC | 253.8K +57.4K (+29.3%) | 4.85M +1.5M (+46.8%) | 0.36% +0.093 pp | 0.69% +0.230 pp | USD15.32 +24.8% | 5 qtrs — |
| 47 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 253.8K -194.7K (-43.4%) | 4.85M -2.7M (-35.7%) | 0.35% -0.260 pp | 0.00% -0.002 pp | USD13.57 +40.9% | 4 qtrs — |
| 48 | BANK OF AMERICA CORP /DE/ | 250.8K +97.2K (+63.3%) | 4.79M +2.2M (+85.5%) | 0.36% +0.147 pp | 0.00% +0.000 pp | USD16.00 +19.5% | 52 qtrs — |
| 49 | ARCHON CAPITAL MANAGEMENT LLC | 248.7K +— (+0.0%) | 4.76M +569.6K (+13.6%) | 0.35% +0.014 pp | 2.71% +0.213 pp | USD12.92 +48.0% | 5 qtrs — |
| 50 | SEI INVESTMENTS CO | 225.6K +143.3K (+174.3%) | 4.31M +2.9M (+211.6%) | 0.32% +0.208 pp | 0.00% +0.003 pp | USD17.28 +10.6% | 45 qtrs — |
| 51 | EAM INVESTORS, LLC | 221.5K +221.5K (+100.0%) | 4.24M +4.2M (+100.0%) | 0.31% +0.306 pp | 0.47% +0.472 pp | USD19.12 +0.0% | 3 qtrs — |
| 52 | UBS GROUP AG | 210.5K +84.5K (+67.1%) | 4.02M +1.9M (+89.9%) | 0.30% +0.127 pp | 0.00% +0.000 pp | USD15.08 +26.8% | 45 qtrs — |
| 53 | CONNORS INVESTOR SERVICES INC | 210.1K -5.3K (-2.5%) | 4.02M +391.1K (+10.8%) | 0.29% -0.003 pp | 0.35% +0.037 pp | USD14.24 +34.3% | 26 qtrs — |
| 54 | SQUAREPOINT OPS LLC | 205.6K +177.3K (+625.6%) | 3.93M +3.5M (+724.3%) | 0.29% +0.253 pp | 0.00% +0.004 pp | USD18.34 +4.3% | 29 qtrs — |
| 55 | RHUMBLINE ADVISERS | 192.4K -28.3K (-12.8%) | 3.68M -34.9K (-0.9%) | 0.27% -0.028 pp | 0.00% +0.000 pp | USD30.99 -38.3% | 51 qtrs — |
| 56 | LAZARD ASSET MANAGEMENT LLC | 191.6K -7.1K (-3.6%) | 3.66M +318.6K (+9.5%) | 0.27% +0.001 pp | 0.01% +0.002 pp | USD12.62 +51.5% | 7 qtrs — |
| 57 | LEGAL & GENERAL GROUP PLC | 187.4K -13.0K (-6.5%) | 3.58M +210.7K (+6.2%) | 0.26% -0.014 pp | 0.00% +0.000 pp | USD27.25 -29.8% | 46 qtrs — |
| 58 | DEAN CAPITAL MANAGEMENT | 172.6K +10.7K (+6.6%) | 3.30M +575.3K (+21.1%) | 0.24% +0.024 pp | 1.41% +0.344 pp | USD14.74 +29.7% | 5 qtrs — |
| 59 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 172.3K +7.4K (+4.5%) | 3.29M +518.8K (+18.7%) | 0.24% +0.013 pp | 0.01% 0.000 pp | USD13.54 +41.2% | 8 qtrs — |
| 60 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 171.0K +— (+0.0%) | 3.27M +391.5K (+13.6%) | 0.23% +0.001 pp | 0.21% +0.020 pp | USD13.29 +43.9% | 64 qtrs — |
| 61 | BESSEMER GROUP INC | 170.2K +170.0K (+85,008.5%) | 3.25M +3.3M (+81,250.0%) | 0.23% +0.233 pp | 0.01% +0.005 pp | USD19.11 +0.1% | 6 qtrs — |
| 62 | RICE HALL JAMES & ASSOCIATES, LLC | 170.1K -33.2K (-16.3%) | 3.25M -168.8K (-4.9%) | 0.24% -0.036 pp | 0.18% -0.008 pp | USD12.60 +51.7% | 12 qtrs — |
| 63 | BRIDGE CITY CAPITAL, LLC | 143.4K -22.9K (-13.8%) | 2.74M -57.3K (-2.0%) | 0.20% -0.023 pp | 0.81% +0.058 pp | USD26.47 -27.8% | 35 qtrs — |
| 64 | TUDOR INVESTMENT CORP ET AL | 143.0K +143.0K (+100.0%) | 2.73M +2.7M (+100.0%) | 0.20% +0.198 pp | 0.01% +0.005 pp | USD19.12 +0.0% | 1 qtrs NEW |
| 65 | SWISS NATIONAL BANK | 142.9K +1.5K (+1.1%) | 2.73M +352.4K (+14.8%) | 0.20% +0.005 pp | 0.00% +0.000 pp | USD28.67 -33.3% | 51 qtrs — |
| 66 | JUPITER ASSET MANAGEMENT LTD | 140.9K +1.8K (+1.3%) | 2.69M +353.6K (+15.1%) | 0.19% +0.005 pp | 0.02% +0.002 pp | USD15.20 +25.8% | 3 qtrs — |
| 67 | UBS ASSET MANAGEMENT AMERICAS INC | 138.1K +5.1K (+3.8%) | 2.64M +401.6K (+17.9%) | 0.20% +0.015 pp | 0.00% +0.000 pp | USD17.65 +8.3% | 52 qtrs — |
| 68 | LEGATO CAPITAL MANAGEMENT LLC | 137.5K -7.5K (-5.2%) | 2.63M +188.8K (+7.7%) | 0.19% -0.009 pp | 0.23% -0.040 pp | USD13.66 +40.0% | 13 qtrs — |
| 69 | IEQ CAPITAL, LLC | 133.4K +36.7K (+38.0%) | 2.55M +923.4K (+56.7%) | 0.19% +0.058 pp | 0.01% +0.003 pp | USD16.85 +13.5% | 5 qtrs — |
| 70 | BARCLAYS PLC | 131.7K -14.3K (-9.8%) | 2.52M +887.7K (+54.5%) | 0.19% -0.012 pp | 0.00% +0.000 pp | USD12.89 +48.3% | 51 qtrs — |
| 71 | STATE OF WISCONSIN INVESTMENT BOARD | 131.7K +93.4K (+244.3%) | 2.52M +1.9M (+291.1%) | 0.18% +0.130 pp | 0.01% +0.004 pp | USD18.45 +3.6% | 6 qtrs — |
| 72 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 124.4K -1.4K (-1.1%) | 2.38M +262.0K (+12.4%) | 0.17% -0.001 pp | 0.00% +0.001 pp | USD23.08 -17.2% | 51 qtrs — |
| 73 | PRUDENTIAL FINANCIAL INC | 121.3K -17.7K (-12.8%) | 2.32M -21.0K (-0.9%) | 0.17% -0.017 pp | 0.00% +0.000 pp | USD20.08 -4.8% | 85 qtrs — |
| 74 | STANLEY-LAMAN GROUP, LTD. | 119.0K -83.6K (-41.3%) | 2.28M -1.1M (-33.3%) | 0.16% -0.112 pp | 0.29% -0.197 pp | USD10.88 +75.7% | 9 qtrs — |
| 75 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 116.9K -131.6K (-53.0%) | 2.23M -1.9M (-46.6%) | 0.17% -0.173 pp | 1.36% -0.914 pp | USD14.85 +28.8% | 5 qtrs — |
| 76 | MARSHALL WACE, LLP | 114.6K +89.4K (+354.7%) | 2.19M +1.8M (+416.6%) | 0.16% +0.128 pp | 0.00% +0.002 pp | USD18.22 +4.9% | 14 qtrs — |
| 77 | MARTINGALE ASSET MANAGEMENT L P | 112.4K -6.1K (-5.1%) | 2.15M +154.7K (+7.8%) | 0.16% -0.002 pp | 0.05% +0.005 pp | USD15.17 +26.0% | 4 qtrs — |
| 78 | REDMOND ASSET MANAGEMENT, LLC | 111.6K -244.0 (-0.2%) | 2.13M +251.4K (+13.4%) | 0.15% +0.002 pp | 0.54% +0.082 pp | USD22.78 -16.1% | 53 qtrs — |
| 79 | GREAT LAKES ADVISORS, LLC | 107.9K +107.9K (+100.0%) | 2.06M +2.1M (+100.0%) | 0.15% +0.153 pp | 0.02% +0.017 pp | USD19.12 +0.0% | 1 qtrs NEW |
| 80 | HUSSMAN STRATEGIC ADVISORS, INC. | 105.0K +21.0K (+25.0%) | 2.01M +593.9K (+42.0%) | 0.14% +0.029 pp | 0.49% +0.179 pp | USD17.29 +10.6% | 2 qtrs — |
| 81 | GOTHAM ASSET MANAGEMENT, LLC | 103.3K +8.0K (+8.4%) | 1.98M +371.0K (+23.1%) | 0.15% +0.017 pp | 0.01% +0.000 pp | USD16.24 +17.7% | 3 qtrs — |
| 82 | TEACHER RETIREMENT SYSTEM OF TEXAS | 102.6K -21.7K (-17.4%) | 1.96M -129.6K (-6.2%) | 0.14% -0.029 pp | 0.01% -0.002 pp | USD12.76 +49.8% | 20 qtrs — |
| 83 | PACIFIC RIDGE CAPITAL PARTNERS, LLC | 98.8K +4.3K (+4.6%) | 1.89M +298.7K (+18.8%) | 0.14% +0.007 pp | 0.41% +0.065 pp | USD20.40 -6.3% | 24 qtrs — |
| 84 | EMPOWERED FUNDS, LLC | 96.5K +96.5K (+100.0%) | 1.85M +1.8M (+100.0%) | 0.14% +0.137 pp | 0.01% +0.015 pp | USD19.12 +0.0% | 1 qtrs NEW |
| 85 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 92.2K +— (+0.0%) | 1.76M +211.0K (+13.6%) | 0.13% +0.005 pp | 0.00% +0.000 pp | USD13.18 +45.1% | 51 qtrs — |
| 86 | INTEGRATED QUANTITATIVE INVESTMENTS LLC | 89.2K +89.2K (+100.0%) | 1.71M +1.7M (+100.0%) | 0.13% +0.127 pp | 0.37% +0.367 pp | USD19.12 +0.0% | 5 qtrs — |
| 87 | CWA ASSET MANAGEMENT GROUP, LLC | 84.4K +2.4K (+2.9%) | 1.61M +233.5K (+16.9%) | 0.12% +0.004 pp | 0.06% +0.007 pp | USD16.90 +13.1% | 2 qtrs — |
| 88 | PANAGORA ASSET MANAGEMENT INC | 84.1K +33.4K (+65.9%) | 1.61M +754.4K (+88.5%) | 0.12% +0.050 pp | 0.01% +0.002 pp | USD16.65 +14.8% | 3 qtrs — |
| 89 | TREXQUANT INVESTMENT LP | 82.8K +82.8K (+100.0%) | 1.58M +1.6M (+100.0%) | 0.12% +0.118 pp | 0.01% +0.014 pp | USD19.12 +0.0% | 14 qtrs — |
| 90 | WELLS FARGO & COMPANY/MN | 81.3K +28.1K (+52.9%) | 1.55M +659.8K (+73.7%) | 0.12% +0.043 pp | 0.00% +0.000 pp | USD16.00 +19.5% | 57 qtrs — |
| 91 | ADVISOR GROUP HOLDINGS, INC. | 81.1K +72.1K (+794.2%) | 1.55M +1.4M (+992.5%) | 0.12% +0.103 pp | 0.00% +0.002 pp | USD18.84 +1.5% | 24 qtrs — |
| 92 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 79.6K +79.6K (+100.0%) | 1.52M +1.5M (+100.0%) | 0.11% +0.110 pp | 0.01% +0.008 pp | USD19.12 +0.0% | 1 qtrs NEW |
| 93 | JACOBS LEVY EQUITY MANAGEMENT, INC | 77.9K -35.5K (-31.3%) | 1.49M -419.7K (-22.0%) | 0.11% -0.047 pp | 0.01% -0.002 pp | USD10.08 +89.7% | 4 qtrs — |
| 94 | CAMBIAR INVESTORS LLC | 73.0K +— (+0.0%) | 1.39M +167.1K (+13.6%) | 0.10% +0.001 pp | 0.06% +0.007 pp | USD18.53 +3.2% | 25 qtrs — |
| 95 | CI PRIVATE WEALTH, LLC | 71.0K -11.2K (-13.7%) | 1.36M -26.5K (-1.9%) | 0.10% -0.011 pp | 0.00% 0.000 pp | USD12.04 +58.8% | 11 qtrs — |
| 96 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 69.1K +1.8K (+2.6%) | 1.32M +188.0K (+16.6%) | 0.10% +0.006 pp | 0.05% +0.001 pp | USD11.81 +61.9% | 5 qtrs — |
| 97 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 67.6K -215.0 (-0.3%) | 1.29M +151.1K (+13.2%) | 0.09% +0.001 pp | 0.00% +0.000 pp | USD28.08 -31.9% | 52 qtrs — |
| 98 | PERSISTENT ASSET PARTNERS LTD | 66.8K -80.5K (-54.6%) | 1.28M -1.2M (-48.5%) | 0.09% -0.106 pp | 0.57% -1.131 pp | USD16.83 +13.6% | 2 qtrs — |
| 99 | PRICE T ROWE ASSOCIATES INC /MD/ | 61.5K -4.5K (-6.8%) | 1.18M +65.0K (+5.9%) | 0.09% -0.003 pp | 0.00% +0.000 pp | USD18.69 +2.3% | 68 qtrs — |
| 100 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 61.8K +3.9K (+6.8%) | 1.16M +189.1K (+19.4%) | 0.09% +0.009 pp | 0.00% +0.001 pp | USD17.25 +10.8% | 18 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Cambria Value and Momentum ETF VAMO | 1.53% | 1.63M | 0.65% |
| 2 | Brandes U.S. Small-Mid Cap Value ETF BSMC | 1.08% | 1.75M | 0.70% |
| 3 | Janus Henderson Small Cap Growth Alpha ETF JSML | 1.03% | 3.79M | 0.30% |
| 4 | Invesco S&P SmallCap 600 Revenue ETF RZG | 0.69% | 988.1K | 0.35% |
| 5 | Janus Henderson Small/Mid Cap Growth Alpha ETF JSMD | 0.68% | 7.31M | 0.30% |
| 6 | Acuitas Small Cap Active ETF AIMS | 0.55% | 406.9K | 0.75% |
| 7 | Invesco S&P SmallCap Industrials ETF PSCI | 0.53% | 975.3K | 0.29% |
| 8 | iShares US Small Cap Value Factor ETF SVAL | 0.52% | 1.03M | 0.20% |
| 9 | Invesco S&P SmallCap Momentum ETF XSMO | 0.44% | 13.55M | 0.36% |
| 10 | Invesco S&P SmallCap Quality ETF XSHQ | 0.40% | 1.00M | 0.29% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-27 | Singh Vikas | Officer | M-Exempt | D | Restricted Stock Units | 2,202 | 0.00 | — | 8,808 | D | ↗ |
| 2026-05-26 | WHALEN THOMAS GERARD | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 5,255 | D | ↗ |
| 2026-05-26 | Visconto Jude | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 14,975 | D | ↗ |
| 2026-05-26 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 30,159 | D | ↗ |
| 2026-05-26 | Ottaviano Dino D | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 15,409 | D | ↗ |
| 2026-05-26 | Grant Laura K | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 18,008 | D | ↗ |
| 2026-05-26 | Gallagher Thomas Michael | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 1,969 | D | ↗ |
| 2026-05-26 | Castagnino Daniela | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 14,975 | D | ↗ |
| 2026-05-26 | Casey Diane S | Director | A-Award | A | Common Stock | 1,969 | 20.32 | 40.0K | 14,975 | D | ↗ |
| 2026-03-31 | WHALEN THOMAS GERARD | Director | A-Award | A | Common Stock | 135 | 18.55 | 2.5K | 3,286 | D | ↗ |
| 2026-03-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 809 | 18.55 | 15.0K | 28,190 | D | ↗ |
| 2026-03-31 | Grant Laura K | Director | A-Award | A | Common Stock | 405 | 18.55 | 7.5K | 16,039 | D | ↗ |
| 2026-02-26 | Brophy Andrew M | Officer | S-Sale | D | Common Stock | 2,490 | 21.75 | 54.2K | 15,735 | D | ↗ |
| 2026-02-24 | WAHL Theodore | Director / Officer | M-Exempt | A | Common Stock | 22,238 | 0.00 | — | 509,101 | D | ↗ |
| 2026-02-24 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | D | Restricted Stock Units | 4,416 | 0.00 | — | 8,830 | D | ↗ |
| 2026-02-24 | Orr Patrick J | Officer | F-InKind | D | Common Stock | 4,049 | 21.40 | 86.6K | 7,417 | D | ↗ |
| 2026-02-24 | Kush Andrew | Officer | M-Exempt | D | Restricted Stock Units | 4,416 | 0.00 | — | 8,830 | D | ↗ |
| 2026-02-24 | Bundick Jason J | Officer | M-Exempt | D | Restricted Stock Units | 3,374 | 0.00 | — | 6,748 | D | ↗ |
| 2026-02-24 | Brophy Andrew M | Officer | F-InKind | D | Common Stock | 239 | 21.40 | 5.1K | 18,225 | D | ↗ |
| 2026-02-18 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | D | Stock Option (right to buy) | 29,579 | 18.10 | 535.4K | 7,395 | D | ↗ |
| 2026-02-18 | Orr Patrick J | Officer | M-Exempt | D | Stock Option (right to buy) | 12,216 | 10.36 | 126.6K | 18,322 | D | ↗ |
| 2026-02-17 | WAHL Theodore | Director / Officer | F-InKind | D | Common Stock | 8,511 | 20.93 | 178.1K | 486,863 | D | ↗ |
| 2026-01-05 | WAHL Theodore | Director / Officer | A-Award | A | Restricted Stock Units | 93,693 | 0.00 | — | 93,693 | D | ↗ |
| 2026-01-05 | Singh Vikas | Officer | F-InKind | D | Common Stock | 1,900 | 0.00 | — | 2,080 | D | ↗ |
| 2026-01-05 | SHEA JOHN CHRISTOPHER | Officer | A-Award | A | Restricted Stock Units | 18,832 | 0.00 | — | 18,832 | D | ↗ |
| 2026-01-05 | Orr Patrick J | Officer | A-Award | A | Restricted Stock Units | 18,852 | 0.00 | — | 18,852 | D | ↗ |
| 2026-01-05 | Kush Andrew | Officer | F-InKind | D | Common Stock | 7,676 | 0.00 | — | 28,532 | D | ↗ |
| 2026-01-05 | Bundick Jason J | Officer | F-InKind | D | Common Stock | 6,086 | 0.00 | — | 27,870 | D | ↗ |
| 2026-01-05 | Brophy Andrew M | Officer | A-Award | A | Common Stock | 6,087 | 0.00 | — | 18,511 | D | ↗ |
| 2026-01-04 | WAHL Theodore | Director / Officer | M-Exempt | D | Restricted Stock Units | 16,292 | 0.00 | — | 16,291 | D | ↗ |
| 2026-01-04 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | A | Common Stock | 2,002 | 0.00 | — | 37,123 | D | ↗ |
| 2026-01-04 | Orr Patrick J | Officer | M-Exempt | A | Common Stock | 1,498 | 0.00 | — | 37,731 | D | ↗ |
| 2026-01-04 | Kush Andrew | Officer | M-Exempt | A | Common Stock | 3,317 | 0.00 | — | 24,178 | D | ↗ |
| 2026-01-04 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 2,363 | 0.00 | — | 33,956 | D | ↗ |
| 2026-01-04 | Brophy Andrew M | Officer | M-Exempt | D | Restricted Stock Units | 554 | 0.00 | — | 552 | D | ↗ |
| 2026-01-03 | WAHL Theodore | Director / Officer | M-Exempt | D | Restricted Stock Units | 27,842 | 0.00 | — | 111,366 | D | ↗ |
| 2026-01-03 | Singh Vikas | Officer | M-Exempt | A | Common Stock | 3,980 | 0.00 | — | 3,980 | D | ↗ |
| 2026-01-03 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | D | Restricted Stock Units | 6,345 | 0.00 | — | 19,034 | D | ↗ |
| 2026-01-03 | Orr Patrick J | Officer | M-Exempt | A | Common Stock | 5,373 | 0.00 | — | 51,437 | D | ↗ |
| 2026-01-03 | Kush Andrew | Officer | M-Exempt | A | Common Stock | 6,245 | 0.00 | — | 30,423 | D | ↗ |
| 2026-01-03 | Bundick Jason J | Officer | M-Exempt | D | Restricted Stock Units | 4,946 | 0.00 | — | 14,838 | D | ↗ |
| 2025-12-31 | WHALEN THOMAS GERARD | Director | A-Award | A | Common Stock | 131 | 19.12 | 2.5K | 3,151 | D | ↗ |
| 2025-12-31 | WAHL Theodore | Director / Officer | A-Award | A | Phantom Stock | 2,788 | 0.00 | — | 41,171 | D | ↗ |
| 2025-12-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 785 | 19.12 | 15.0K | 27,381 | D | ↗ |
| 2025-12-31 | SHEA JOHN CHRISTOPHER | Officer | A-Award | A | Common Stock | 2,145 | 9.88 | 21.2K | 35,121 | D | ↗ |
| 2025-12-31 | Orr Patrick J | Officer | A-Award | A | Phantom Stock | 1,444 | 0.00 | — | 10,867 | D | ↗ |
| 2025-12-31 | Kush Andrew | Officer | A-Award | A | Phantom Stock | 1,628 | 0.00 | — | 16,452 | D | ↗ |
| 2025-12-31 | Bundick Jason J | Officer | A-Award | A | Phantom Stock | 342 | 0.00 | — | 4,753 | D | ↗ |
| 2025-12-31 | Brophy Andrew M | Officer | A-Award | A | Phantom Stock | 657 | 0.00 | — | 4,505 | D | ↗ |
| 2025-10-28 | Kush Andrew | Officer | D-Return | D | Common Stock | 28,612 | 19.13 | 547.3K | 18,859 | D | ↗ |
| 2025-10-27 | Bundick Jason J | Officer | D-Return | D | Common Stock | 20,996 | 19.04 | 399.8K | 20,509 | D | ↗ |
| 2025-09-30 | WHALEN THOMAS GERARD | Director | A-Award | A | Common Stock | 149 | 16.83 | 2.5K | 3,020 | D | ↗ |
| 2025-09-30 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 892 | 16.83 | 15.0K | 26,596 | D | ↗ |
| 2025-07-28 | SHEA JOHN CHRISTOPHER | Officer | S-Sale | D | Common Stock | 21,368 | 13.25 | 283.1K | 32,976 | D | ↗ |
| 2025-06-30 | WHALEN THOMAS GERARD | Director | A-Award | A | Common Stock | 65 | 15.03 | 976.95 | 2,871 | D | ↗ |
| 2025-06-30 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 999 | 15.03 | 15.0K | 25,704 | D | ↗ |
| 2025-05-27 | WHALEN THOMAS GERARD | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-05-27 | Visconto Jude | Director | A-Award | A | Common Stock | 2,806 | 14.26 | 40.0K | 13,006 | D | ↗ |
| 2025-05-27 | Singh Vikas | Officer | A-Award | A | Restricted Stock Units | 11,010 | 0.00 | — | 11,010 | D | ↗ |
| 2025-05-27 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 2,806 | 14.26 | 40.0K | 24,705 | D | ↗ |
| 2025-05-27 | Ottaviano Dino D | Director | A-Award | A | Common Stock | 2,806 | 14.26 | 40.0K | 13,440 | D | ↗ |
| 2025-05-27 | McFadden John J JR | Director | A-Award | A | Common Stock | 2,806 | 14.26 | 40.0K | 13,006 | D | ↗ |
| 2025-05-27 | Grant Laura K | Director | A-Award | A | Common Stock | 2,806 | 14.26 | 40.0K | 15,634 | D | ↗ |
| 2025-05-27 | Castagnino Daniela | Director | A-Award | A | Common Stock | 2,806 | 14.26 | 40.0K | 13,006 | D | ↗ |
| 2025-05-27 | Casey Diane S | Director | A-Award | A | Common Stock | 2,806 | 14.26 | 40.0K | 13,006 | D | ↗ |
| 2025-03-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,489 | 10.08 | 15.0K | 21,899 | D | ↗ |
| 2025-03-31 | FROME ROBERT L | Director | A-Award | A | Common Stock | 249 | 10.08 | 2.5K | 27,066 | D | ↗ |
| 2025-02-26 | Brophy Andrew M | Officer | S-Sale | D | Common Stock | 1,744 | 10.45 | 18.2K | 12,424 | D | ↗ |
| 2025-02-25 | WAHL Theodore | Director / Officer | F-InKind | D | Common Stock | 6,782 | 10.48 | 71.1K | 435,367 | D | ↗ |
| 2025-02-25 | SHEA JOHN CHRISTOPHER | Officer | F-InKind | D | Common Stock | 1,381 | 10.48 | 14.5K | 54,344 | D | ↗ |
| 2025-02-25 | Orr Patrick J | Officer | F-InKind | D | Common Stock | 984 | 10.48 | 10.3K | 34,088 | D | ↗ |
| 2025-02-25 | Kush Andrew | Officer | F-InKind | D | Common Stock | 1,381 | 10.48 | 14.5K | 47,471 | D | ↗ |
| 2025-02-25 | Bundick Jason J | Officer | F-InKind | D | Common Stock | 984 | 10.48 | 10.3K | 41,505 | D | ↗ |
| 2025-02-24 | WAHL Theodore | Director / Officer | M-Exempt | D | Restricted Stock Units | 22,238 | 0.00 | — | 66,714 | D | ↗ |
| 2025-02-24 | SHEA JOHN CHRISTOPHER | Officer | F-InKind | D | Common Stock | 1,874 | 10.47 | 19.6K | 52,066 | D | ↗ |
| 2025-02-24 | Orr Patrick J | Officer | M-Exempt | D | Restricted Stock Units | 3,340 | 0.00 | — | 10,018 | D | ↗ |
| 2025-02-24 | Kush Andrew | Officer | M-Exempt | A | Common Stock | 4,416 | 0.00 | — | 47,067 | D | ↗ |
| 2025-02-24 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 3,375 | 0.00 | — | 41,314 | D | ↗ |
| 2025-02-24 | Brophy Andrew M | Officer | F-InKind | D | Common Stock | 239 | 10.47 | 2.5K | 14,168 | D | ↗ |
| 2025-02-18 | WAHL Theodore | Director / Officer | A-Award | A | Common Stock | 13,110 | 10.60 | 139.0K | 424,481 | D | ↗ |
| 2025-01-04 | WAHL Theodore | Director / Officer | F-InKind | D | Common Stock | 27,956 | 0.00 | — | 411,371 | D | ↗ |
| 2025-01-04 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | D | Restricted Stock Units | 3,317 | 0.00 | — | 6,636 | D | ↗ |
| 2025-01-04 | Orr Patrick J | Officer | M-Exempt | D | Restricted Stock Units | 2,364 | 0.00 | — | 4,726 | D | ↗ |
| 2025-01-04 | Kush Andrew | Officer | M-Exempt | D | Restricted Stock Units | 3,317 | 0.00 | — | 6,636 | D | ↗ |
| 2025-01-04 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 4,946 | 0.00 | — | 42,974 | D | ↗ |
| 2025-01-04 | Brophy Andrew M | Officer | M-Exempt | A | Common Stock | 552 | 0.00 | — | 14,934 | D | ↗ |
| 2025-01-03 | WAHL Theodore | Director / Officer | A-Award | A | Stock Option (right to buy) | 134,558 | 11.76 | 1.58M | 134,558 | D | ↗ |
| 2025-01-03 | Singh Vikas | Officer | A-Award | A | Restricted Stock Units | 19,898 | 0.00 | — | 19,898 | D | ↗ |
| 2025-01-03 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | D | Restricted Stock Units | 6,345 | 0.00 | — | 25,379 | D | ↗ |
| 2025-01-03 | Orr Patrick J | Officer | A-Award | A | Restricted Stock Units | 26,862 | 0.00 | — | 26,862 | D | ↗ |
| 2025-01-03 | Kush Andrew | Officer | M-Exempt | D | Restricted Stock Units | 2,816 | 0.00 | — | 0 | D | ↗ |
| 2025-01-03 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 2,816 | 0.00 | — | 34,166 | D | ↗ |
| 2025-01-03 | Brophy Andrew M | Officer | M-Exempt | D | Restricted Stock Units | 122 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | WAHL Theodore | Director / Officer | A-Award | A | Common Stock | 2,408 | 8.81 | 21.2K | 366,819 | D | ↗ |
| 2024-12-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,291 | 11.62 | 15.0K | 20,410 | D | ↗ |
| 2024-12-31 | SHEA JOHN CHRISTOPHER | Officer | A-Award | A | Phantom Stock | 2,286 | 0.00 | — | 15,750 | D | ↗ |
| 2024-12-31 | Orr Patrick J | Officer | A-Award | A | Common Stock | 2,408 | 8.81 | 21.2K | 24,385 | D | ↗ |
| 2024-12-31 | Kush Andrew | Officer | A-Award | A | Phantom Stock | 2,587 | 0.00 | — | 14,824 | D | ↗ |
| 2024-12-31 | Grant Laura K | Director | A-Award | A | Common Stock | 646 | 11.62 | 7.5K | 12,828 | D | ↗ |
| 2024-12-31 | FROME ROBERT L | Director | A-Award | A | Common Stock | 216 | 11.62 | 2.5K | 26,817 | D | ↗ |
| 2024-12-31 | Bundick Jason J | Officer | A-Award | A | Phantom Stock | 467 | 0.00 | — | 4,411 | D | ↗ |
| 2024-12-31 | Brophy Andrew M | Officer | A-Award | A | Phantom Stock | 994 | 0.00 | — | 3,848 | D | ↗ |
| 2024-09-30 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,343 | 11.17 | 15.0K | 19,119 | D | ↗ |
| 2024-09-30 | Grant Laura K | Director | A-Award | A | Common Stock | 672 | 11.17 | 7.5K | 12,182 | D | ↗ |
| 2024-09-30 | FROME ROBERT L | Director | A-Award | A | Common Stock | 224 | 11.17 | 2.5K | 26,601 | D | ↗ |
| 2024-09-03 | Singh Vikas | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-06-30 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,418 | 10.58 | 15.0K | 17,776 | — | ↗ |
| 2024-06-30 | Grant Laura K | Director | A-Award | A | Common Stock | 709 | 10.58 | 7.5K | 11,510 | — | ↗ |
| 2024-06-30 | FROME ROBERT L | Director | A-Award | A | Common Stock | 237 | 10.58 | 2.5K | 26,377 | — | ↗ |
| 2024-05-28 | Visconto Jude | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 10,200 | — | ↗ |
| 2024-05-28 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 16,358 | — | ↗ |
| 2024-05-28 | Ottaviano Dino D | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 10,634 | — | ↗ |
| 2024-05-28 | McFadden John J JR | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 10,200 | — | ↗ |
| 2024-05-28 | Grant Laura K | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 10,801 | — | ↗ |
| 2024-05-28 | FROME ROBERT L | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 26,140 | — | ↗ |
| 2024-05-28 | Castagnino Daniela | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 10,200 | — | ↗ |
| 2024-05-28 | Casey Diane S | Director | A-Award | A | Common Stock | 3,728 | 10.73 | 40.0K | 10,200 | — | ↗ |
| 2024-03-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,202 | 12.48 | 15.0K | 12,630 | — | ↗ |
| 2024-03-31 | Grant Laura K | Director | A-Award | A | Common Stock | 601 | 12.48 | 7.5K | 7,073 | — | ↗ |
| 2024-03-31 | FROME ROBERT L | Director | A-Award | A | Common Stock | 201 | 12.48 | 2.5K | 22,412 | — | ↗ |
| 2024-02-28 | Brophy Andrew M | Officer | S-Sale | D | Common Stock | 1,125 | 12.58 | 14.2K | 7,741 | — | ↗ |
| 2024-02-24 | WAHL Theodore | Director / Officer | F-InKind | D | Common Stock | 9,434 | 0.00 | — | 364,411 | — | ↗ |
| 2024-02-24 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | D | Restricted Stock Units | 4,416 | 0.00 | — | 17,662 | — | ↗ |
| 2024-02-24 | Orr Patrick J | Officer | F-InKind | D | Common Stock | 1,417 | 0.00 | — | 21,977 | — | ↗ |
| 2024-02-24 | Kush Andrew | Officer | F-InKind | D | Common Stock | 1,874 | 0.00 | — | 34,393 | — | ↗ |
| 2024-02-24 | Bundick Jason J | Officer | F-InKind | D | Common Stock | 1,432 | 0.00 | — | 31,350 | — | ↗ |
| 2024-02-24 | Brophy Andrew M | Officer | F-InKind | D | Common Stock | 239 | 0.00 | — | 8,866 | — | ↗ |
| 2024-02-20 | WAHL Theodore | Director / Officer | A-Award | A | Common Stock | 11,519 | 12.09 | 139.3K | 363,126 | — | ↗ |
| 2024-01-04 | WAHL Theodore | Director / Officer | F-InKind | D | Common Stock | 16,650 | 0.00 | — | 351,607 | — | ↗ |
| 2024-01-04 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 37,091 | — | ↗ |
| 2024-01-04 | Orr Patrick J | Officer | F-InKind | D | Common Stock | 2,305 | 0.00 | — | 20,054 | — | ↗ |
| 2024-01-04 | Kush Andrew | Officer | M-Exempt | A | Common Stock | 3,318 | 0.00 | — | 35,593 | — | ↗ |
| 2024-01-04 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 1,498 | 0.00 | — | 30,174 | — | ↗ |
| 2024-01-04 | Brophy Andrew M | Officer | M-Exempt | A | Common Stock | 552 | 0.00 | — | 9,309 | — | ↗ |
| 2024-01-03 | WAHL Theodore | Director / Officer | M-Exempt | A | Common Stock | 15,547 | 0.00 | — | 341,939 | — | ↗ |
| 2024-01-03 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | A | Common Stock | 2,816 | 0.00 | — | 35,391 | — | ↗ |
| 2024-01-03 | Orr Patrick J | Officer | M-Exempt | D | Restricted Stock Units | 1,289 | 0.00 | — | 1,289 | — | ↗ |
| 2024-01-03 | Kush Andrew | Officer | A-Award | A | Restricted Stock Units | 31,226 | 0.00 | — | 31,226 | — | ↗ |
| 2024-01-03 | Bundick Jason J | Officer | M-Exempt | D | Restricted Stock Units | 2,818 | 0.00 | — | 2,816 | — | ↗ |
| 2024-01-03 | Brophy Andrew M | Officer | M-Exempt | D | Restricted Stock Units | 123 | 0.00 | — | 122 | — | ↗ |
| 2023-12-31 | WAHL Theodore | Director / Officer | A-Award | A | Phantom Stock | 4,858 | 0.00 | — | 33,855 | — | ↗ |
| 2023-12-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,447 | 10.37 | 15.0K | 11,428 | — | ↗ |
| 2023-12-31 | SHEA JOHN CHRISTOPHER | Officer | A-Award | A | Phantom Stock | 2,536 | 0.00 | — | 13,464 | — | ↗ |
| 2023-12-31 | Orr Patrick J | Officer | A-Award | A | Common Stock | 2,083 | 8.81 | 18.4K | 16,438 | — | ↗ |
| 2023-12-31 | Kush Andrew | Officer | A-Award | A | Phantom Stock | 2,857 | 0.00 | — | 12,237 | — | ↗ |
| 2023-12-31 | FROME ROBERT L | Director | A-Award | A | Common Stock | 242 | 10.37 | 2.5K | 22,211 | — | ↗ |
| 2023-12-31 | Bundick Jason J | Officer | A-Award | A | Phantom Stock | 833 | 0.00 | — | 3,944 | — | ↗ |
| 2023-12-31 | Brophy Andrew M | Officer | A-Award | A | Phantom Stock | 1,035 | 0.00 | — | 2,854 | — | ↗ |
| 2023-09-30 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,439 | 10.43 | 15.0K | 9,981 | — | ↗ |
| 2023-09-30 | FROME ROBERT L | Director | A-Award | A | Common Stock | 240 | 10.43 | 2.5K | 21,969 | — | ↗ |
| 2023-06-30 | Simmons Kurt JR | Director | P-Purchase | A | Common Stock | 1,005 | 14.93 | 15.0K | 8,542 | — | ↗ |
| 2023-06-30 | FROME ROBERT L | Director | A-Award | A | Common Stock | 168 | 14.93 | 2.5K | 21,729 | — | ↗ |
| 2023-05-30 | Visconto Jude | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 6,472 | — | ↗ |
| 2023-05-30 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 7,537 | — | ↗ |
| 2023-05-30 | Ottaviano Dino D | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 6,906 | — | ↗ |
| 2023-05-30 | McFadden John J JR | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 6,472 | — | ↗ |
| 2023-05-30 | Grant Laura K | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 6,472 | — | ↗ |
| 2023-05-30 | FROME ROBERT L | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 21,561 | — | ↗ |
| 2023-05-30 | Castagnino Daniela | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 6,472 | — | ↗ |
| 2023-05-30 | Casey Diane S | Director | A-Award | A | Common Stock | 2,835 | 14.11 | 40.0K | 6,472 | — | ↗ |
| 2023-03-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,082 | 13.87 | 15.0K | 4,702 | — | ↗ |
| 2023-03-31 | FROME ROBERT L | Director | A-Award | A | Common Stock | 181 | 13.87 | 2.5K | 18,726 | — | ↗ |
| 2023-02-24 | WAHL Theodore | Director / Officer | A-Award | A | Restricted Stock Units | 111,190 | 0.00 | — | 111,190 | — | ↗ |
| 2023-02-24 | SHEA JOHN CHRISTOPHER | Officer | A-Award | A | Restricted Stock Units | 22,078 | 0.00 | — | 22,078 | — | ↗ |
| 2023-02-24 | Orr Patrick J | Officer | A-Award | A | Restricted Stock Units | 16,698 | 0.00 | — | 16,698 | — | ↗ |
| 2023-02-24 | Kush Andrew | Officer | A-Award | A | Restricted Stock Units | 22,078 | 0.00 | — | 22,078 | — | ↗ |
| 2023-02-24 | Bundick Jason J | Officer | A-Award | A | Restricted Stock Units | 16,872 | 0.00 | — | 16,872 | — | ↗ |
| 2023-02-24 | Brophy Andrew M | Officer | A-Award | A | Common Stock | 3,644 | 0.00 | — | 4,595 | — | ↗ |
| 2023-02-21 | WAHL Theodore | Director / Officer | A-Award | A | Common Stock | 9,346 | 14.47 | 135.2K | 324,531 | — | ↗ |
| 2023-01-04 | WAHL Theodore | Officer | M-Exempt | A | Common Stock | 10,025 | 0.00 | — | 317,811 | — | ↗ |
| 2023-01-04 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | A | Common Stock | 3,317 | 0.00 | — | 36,793 | — | ↗ |
| 2023-01-04 | Orr Patrick J | Officer | M-Exempt | D | Restricted Stock Units | 1,498 | 0.00 | — | 4,494 | — | ↗ |
| 2023-01-04 | Kush Andrew | Officer | M-Exempt | A | Common Stock | 3,316 | 0.00 | — | 29,971 | — | ↗ |
| 2023-01-04 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 21,140 | — | ↗ |
| 2023-01-04 | Brophy Andrew M | Officer | F-InKind | D | Common Stock | 218 | 0.00 | — | 951 | — | ↗ |
| 2023-01-03 | WAHL Theodore | Officer | A-Award | A | Phantom Stock | 4,590 | 12.00 | 55.1K | 28,997 | — | ↗ |
| 2023-01-03 | SHEA JOHN CHRISTOPHER | Officer | M-Exempt | A | Common Stock | 2,818 | 0.00 | — | 31,474 | — | ↗ |
| 2023-01-03 | Orr Patrick J | Officer | M-Exempt | A | Common Stock | 1,289 | 0.00 | — | 12,957 | — | ↗ |
| 2023-01-03 | Kush Andrew | Officer | A-Award | A | Phantom Stock | 2,164 | 12.00 | 26.0K | 9,380 | — | ↗ |
| 2023-01-03 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 2,817 | 0.00 | — | 23,957 | — | ↗ |
| 2023-01-03 | Brophy Andrew M | Officer | M-Exempt | A | Common Stock | 123 | 0.00 | — | 476 | — | ↗ |
| 2022-12-08 | WAHL Theodore | Officer | G-Gift | D | Common Stock | 5,140 | 13.07 | 67.2K | 77,958 | — | ↗ |
| 2022-05-31 | Visconto Jude | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 3,637 | — | ↗ |
| 2022-05-31 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 3,620 | — | ↗ |
| 2022-05-31 | Ottaviano Dino D | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 4,071 | — | ↗ |
| 2022-05-31 | McFadden John J JR | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 3,637 | — | ↗ |
| 2022-05-31 | Grant Laura K | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 3,637 | — | ↗ |
| 2022-05-31 | FROME ROBERT L | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 18,545 | — | ↗ |
| 2022-05-31 | Castagnino Daniela | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 3,637 | — | ↗ |
| 2022-05-31 | Casey Diane S | Director | A-Award | A | Common Stock | 2,330 | 17.17 | 40.0K | 3,637 | — | ↗ |
| 2022-02-23 | WAHL Theodore | Director / Officer | A-Award | A | Common Stock | 13,573 | 17.08 | 231.8K | 286,466 | — | ↗ |
| 2022-01-05 | FROME ROBERT L | Director | M-Exempt | D | Stock Option (right to buy) | 5,001 | 17.50 | 87.5K | 0 | — | ↗ |
| 2022-01-04 | WAHL Theodore | Director / Officer | A-Award | A | Stock Option (right to buy) | 181,583 | 18.10 | 3.29M | 181,583 | — | ↗ |
| 2022-01-04 | Simmons Kurt JR | Director | A-Award | A | Common Stock | 1,289 | 18.10 | 23.3K | 1,289 | — | ↗ |
| 2022-01-04 | SHEA JOHN CHRISTOPHER | Officer | A-Award | A | Stock Option (right to buy) | 36,974 | 18.10 | 669.2K | 36,974 | D | ↗ |
| 2022-01-04 | Orr Patrick J | Officer | M-Exempt | D | Restricted Stock Units | 750 | 0.00 | — | 0 | — | ↗ |
| 2022-01-04 | Kush Andrew | Officer | M-Exempt | A | Common Stock | 1,700 | 0.00 | — | 17,732 | — | ↗ |
| 2022-01-04 | Bundick Jason J | Officer | M-Exempt | A | Common Stock | 1,498 | 0.00 | — | 21,754 | — | ↗ |
| 2022-01-04 | Brophy Andrew M | Officer | M-Exempt | D | Restricted Stock Units | 141 | 0.00 | — | 564 | — | ↗ |
| 2022-01-03 | WAHL Theodore | Director / Officer | M-Exempt | A | Common Stock | 15,547 | 0.00 | — | 259,148 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.48M | 818.5K | 330.9K | 95.8K | 4.73M | 69.70% | ↗ |
| 2 | 2025 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 651.3K | — | 510.2K | 170.1K | 178.5K | 73.3K | 1.58M | 42.96% | ↗ |
| 3 | 2025 | John C. Shea Executive Vice President & Chief Administrative Officer | 618.4K | — | 521.0K | 167.1K | 91.6K | 70.4K | 1.47M | 46.86% | ↗ |
| 4 | 2025 | Patrick J. Orr Executive Vice President & Chief Revenue Officer | 591.3K | — | 477.6K | 158.0K | 144.9K | 56.0K | 1.43M | 44.51% | ↗ |
| 5 | 2025 | Vikas Singh Executive Vice President & Chief Financial Officer | 579.0K | — | 508.0K | 117.0K | 78.0K | 32.8K | 1.31M | 47.53% | ↗ |
| 6 | 2024 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.53M | 793.6K | 258.1K | 100.3K | 4.68M | 70.89% | ↗ |
| 7 | 2024 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 639.0K | — | 485.3K | 161.8K | 162.5K | 69.7K | 1.52M | 42.62% | ↗ |
| 8 | 2024 | John C. Shea Executive Vice President & Chief Administrative Officer | 606.7K | — | 493.0K | 164.3K | 101.6K | 58.9K | 1.42M | 46.14% | ↗ |
| 9 | 2024 | Patrick J. Orr Executive Vice President & Chief Revenue Officer | 580.1K | — | 471.9K | 154.6K | 121.9K | 47.4K | 1.38M | 45.53% | ↗ |
| 10 | 2024 | Andrew M. Brophy Senior Vice President, Controller, & Chief Accounting Officer | 239.9K | — | 50.0K | — | 64.6K | 22.1K | 376.6K | 13.27% | ↗ |
| 11 | 2024 | Vikas Singh Executive Vice President & Chief Financial Officer | 153.8K | — | — | — | 8.3K | 3.3K | 165.5K | 0.00% | ↗ |
| 12 | 2023 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.43M | 762.7K | 258.6K | 102.3K | 4.56M | 70.04% | ↗ |
| 13 | 2023 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 639.0K | — | 454.3K | 151.4K | 144.2K | 63.5K | 1.45M | 41.71% | ↗ |
| 14 | 2023 | John C. Shea Executive Vice President & Chief Administrative Officer | 606.7K | — | 454.3K | 151.4K | 90.1K | 57.4K | 1.36M | 44.54% | ↗ |
| 15 | 2023 | Patrick J. Orr Executive Vice President & Chief Revenue Officer | 579.4K | — | 347.4K | 114.5K | 108.1K | 44.1K | 1.19M | 38.70% | ↗ |
| 16 | 2023 | Andrew M. Brophy Vice President, Controller, & Principal Accounting Officer | 221.5K | — | 50.0K | — | 64.6K | 21.0K | 357.1K | 14.00% | ↗ |
| 17 | 2023 | Andrew M. Brophy Senior Vice President, Controller, & Chief Accounting Officer | 221.5K | — | 50.0K | — | 64.6K | 21.0K | 357.1K | 14.00% | ↗ |
| 18 | 2022 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.21M | 737.2K | 338.1K | 119.8K | 4.41M | 66.86% | ↗ |
| 19 | 2022 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 639.0K | — | 451.7K | 150.1K | 90.2K | 66.2K | 1.40M | 43.08% | ↗ |
| 20 | 2022 | John C. Shea Executive Vice President & Chief Administrative Officer | 606.7K | — | 452.7K | 150.1K | 56.4K | 58.8K | 1.32M | 45.51% | ↗ |
| 21 | 2022 | Patrick J. Orr Executive Vice President & Chief Revenue Officer | 541.0K | — | 323.2K | 107.0K | 56.4K | 34.4K | 1.06M | 40.51% | ↗ |
| 22 | 2022 | Andrew M. Brophy Vice President, Controller, & Principal Accounting Officer | 210.7K | — | 50.0K | — | 61.5K | 22.7K | 344.9K | 14.50% | ↗ |
| 23 | 2022 | Andrew M. Brophy Senior Vice President, Controller, & Chief Accounting Officer | 210.7K | — | 50.0K | — | 61.5K | 22.7K | 344.9K | 14.50% | ↗ |
| 24 | 2021 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.37M | 720.3K | 231.8K | 76.1K | 4.41M | 70.20% | ↗ |
| 25 | 2021 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 639.0K | — | 427.9K | 143.9K | 123.6K | 53.6K | 1.39M | 41.19% | ↗ |
| 26 | 2021 | John C. Shea Executive Vice President & Chief Administrative Officer | 606.7K | — | 427.9K | 143.9K | 77.3K | 38.5K | 1.29M | 44.18% | ↗ |
| 27 | 2021 | Patrick J. Orr Executive Vice President & Chief Revenue Officer | 506.3K | — | 324.5K | 107.6K | 77.3K | 19.7K | 1.04M | 41.74% | ↗ |
| 28 | 2021 | Jason J. Bundick Executive Vice President & Chief Compliance Officer & General Counsel & Secretary | 433.1K | — | 320.2K | 107.6K | 49.5K | 14.8K | 925.1K | 46.24% | ↗ |
| 29 | 2021 | Andrew M. Brophy Vice President, Controller, & Principal Accounting Officer | 183.1K | — | 20.0K | — | 68.0K | 16.5K | 287.6K | 6.95% | ↗ |
| 30 | 2020 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.39M | 233.0K | 484.5K | 73.9K | 4.18M | 62.62% | ↗ |
| 31 | 2020 | Michael E. McBryan Executive Vice President & Chief Revenue Officer & Director | 850.0K | — | 346.4K | 82.6K | 193.8K | 58.5K | 1.53M | 28.02% | ↗ |
| 32 | 2020 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 600.0K | — | 344.2K | 82.6K | 258.4K | 33.3K | 1.32M | 32.37% | ↗ |
| 33 | 2020 | John C. Shea Executive Vice President & Chief Administrative Officer | 564.4K | — | 344.2K | 82.6K | 161.5K | 36.4K | 1.19M | 35.89% | ↗ |
| 34 | 2020 | John C. Shea Executive Vice President & Chief Financial Officer | 564.4K | — | 344.2K | 82.6K | 161.5K | 36.4K | 1.19M | 35.89% | ↗ |
| 35 | 2020 | Jason J. Bundick Executive Vice President & Chief Compliance Officer & General Counsel & Secretary | 433.1K | — | 344.2K | 82.6K | 103.3K | 14.1K | 977.2K | 43.67% | ↗ |
| 36 | 2019 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.15M | 409.0K | 212.7K | 50.0K | 3.83M | 66.87% | ↗ |
| 37 | 2019 | Michael E. McBryan Executive Vice President & Chief Revenue Officer & Director | 850.0K | — | 347.9K | 81.8K | 127.6K | 58.1K | 1.47M | 29.32% | ↗ |
| 38 | 2019 | David Hurlock Former Executive Vice President & Chief Operating Officer | 303.8K | — | 347.9K | 81.8K | 71.0K | 331.3K | 1.14M | 37.83% | ↗ |
| 39 | 2019 | John C. Shea Executive Vice President & Chief Administrative Officer | 564.4K | — | 344.2K | 81.8K | 106.4K | 36.7K | 1.13M | 37.58% | ↗ |
| 40 | 2019 | John C. Shea Executive Vice President & Chief Financial Officer | 564.4K | — | 344.2K | 81.8K | 106.4K | 36.7K | 1.13M | 37.58% | ↗ |
| 41 | 2019 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 403.1K | — | 344.2K | 81.8K | 170.2K | 32.5K | 1.03M | 41.29% | ↗ |
| 42 | 2019 | Andrew W. Kush Executive Vice President & Chief Administrative Officer | 403.1K | — | 344.2K | 81.8K | 170.2K | 32.5K | 1.03M | 41.29% | ↗ |
| 43 | 2019 | Jason J. Bundick Executive Vice President & Chief Compliance Officer & General Counsel & Secretary | 387.5K | — | 344.2K | 81.8K | 85.1K | 17.3K | 915.9K | 46.51% | ↗ |
| 44 | 2018 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 2.07M | 524.0K | 249.8K | 48.5K | 3.90M | 66.59% | ↗ |
| 45 | 2018 | Michael E. McBryan Executive Vice President & Chief Revenue Officer & Director | 811.4K | — | 320.4K | 104.8K | 149.9K | 57.3K | 1.44M | 29.45% | ↗ |
| 46 | 2018 | David Hurlock Former Executive Vice President & Chief Operating Officer | 434.1K | — | 316.1K | 104.8K | 199.8K | 32.5K | 1.09M | 38.71% | ↗ |
| 47 | 2018 | David Hurlock Executive Vice President & Chief Operating Officer | 434.1K | — | 316.1K | 104.8K | 199.8K | 32.5K | 1.09M | 38.71% | ↗ |
| 48 | 2018 | John C. Shea Executive Vice President & Chief Financial Officer | 523.6K | — | 312.4K | 104.8K | 99.9K | 35.1K | 1.08M | 38.78% | ↗ |
| 49 | 2018 | Andrew W. Kush Executive Vice President & Chief Operating Officer | 374.0K | — | 312.4K | 104.8K | 199.8K | 31.1K | 1.02M | 40.81% | ↗ |
| 50 | 2018 | Andrew W. Kush Executive Vice President & Chief Administrative Officer | 374.0K | — | 312.4K | 104.8K | 199.8K | 31.1K | 1.02M | 40.81% | ↗ |
| 51 | 2018 | Jason J. Bundick Executive Vice President & Chief Compliance Officer & General Counsel & Secretary | 367.5K | — | 312.4K | 104.8K | 99.9K | 14.9K | 899.4K | 46.38% | ↗ |
| 52 | 2017 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 1.80M | 255.6K | 333.1K | 47.8K | 3.44M | 59.73% | ↗ |
| 53 | 2017 | Michael E. McBryan Executive Vice President & Chief Revenue Officer & Director | 102.5K | — | 123.1K | 127.8K | 888.0K | 49.3K | 1.29M | 19.44% | ↗ |
| 54 | 2017 | David Hurlock Executive Vice President & Chief Operating Officer | 286.1K | — | 380.0K | 63.9K | 189.6K | 30.0K | 949.6K | 46.75% | ↗ |
| 55 | 2017 | John C. Shea Executive Vice President & Chief Financial Officer | 450.0K | — | 380.0K | 14.1K | 66.5K | 24.5K | 935.1K | 42.14% | ↗ |
| 56 | 2017 | Andrew W. Kush Executive Vice President & Chief Administrative Officer | 324.5K | — | 334.7K | 51.1K | 199.4K | 12.6K | 922.4K | 41.83% | ↗ |
| 57 | 2016 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 512.1K | 111.9K | — | 48.6K | 1.68M | 37.19% | ↗ |
| 58 | 2016 | Michael E. McBryan Executive Vice President & Chief Revenue Officer & Director | 102.5K | — | 106.7K | 111.9K | 888.0K | 49.2K | 1.26M | 17.37% | ↗ |
| 59 | 2016 | Bryan D. McCartney Executive Vice President | 102.5K | 888.0K | 106.7K | 111.9K | — | 49.2K | 1.26M | 17.37% | ↗ |
| 60 | 2016 | Michael E. McBryan Executive Vice President & Director | 102.5K | 888.0K | 106.7K | 111.9K | — | 49.2K | 1.26M | 17.37% | ↗ |
| 61 | 2016 | John C. Shea Executive Vice President & Chief Financial Officer | 450.0K | — | 73.4K | 12.3K | — | 22.7K | 558.4K | 15.35% | ↗ |
| 62 | 2016 | Jason J. Bundick Executive Vice President, General Counsel & Secretary | 300.0K | 101.6K | 34.1K | 44.8K | — | 15.9K | 496.3K | 15.90% | ↗ |
| 63 | 2015 | Theodore Wahl President & Chief Executive Officer & Director | 1.01M | — | 227.3K | 99.6K | — | 46.3K | 1.38M | 23.71% | ↗ |
| 64 | 2015 | Bryan D. McCartney Executive Vice President | 106.4K | 868.4K | 75.8K | 99.6K | — | 49.6K | 1.20M | 14.62% | ↗ |
| 65 | 2015 | Michael E. McBryan Executive Vice President & Chief Revenue Officer & Director | 106.4K | — | 75.8K | 99.6K | 868.4K | 49.6K | 1.20M | 14.62% | ↗ |
| 66 | 2015 | Michael E. McBryan Executive Vice President & Director | 106.4K | 868.4K | 75.8K | 99.6K | — | 49.6K | 1.20M | 14.62% | ↗ |
| 67 | 2015 | Daniel P. McCartney Chairman of the Board & former Chief Executive Officer | 520.5K | — | 227.3K | 99.6K | — | 37.3K | 884.7K | 36.94% | ↗ |
| 68 | 2015 | John C. Shea Chief Financial Officer | 450.0K | — | 50.0K | 11.0K | — | 20.7K | 531.6K | 11.47% | ↗ |
| 69 | 2015 | John C. Shea Executive Vice President & Chief Financial Officer | 450.0K | — | 50.0K | 11.0K | — | 20.7K | 531.6K | 11.47% | ↗ |
| 70 | 2015 | Jason J. Bundick General Counsel & Secretary | 311.3K | 99.7K | 18.9K | 33.2K | — | 13.1K | 476.1K | 10.95% | ↗ |
| 71 | 2015 | Jason J. Bundick Executive Vice President, General Counsel & Secretary | 311.3K | 99.7K | 18.9K | 33.2K | — | 13.1K | 476.1K | 10.95% | ↗ |
| 72 | 2014 | Daniel P. McCartney Chairman of the Board & Chief Executive Officer | 1.01M | — | 105.1K | 123.6K | — | 57.1K | 1.29M | 17.71% | ↗ |
| 73 | 2014 | Daniel P. McCartney Chairman of the Board & former Chief Executive Officer | 1.01M | — | 105.1K | 123.6K | — | 57.1K | 1.29M | 17.71% | ↗ |
| 74 | 2014 | Theodore Wahl President & Chief Executive Officer & Director | 998.1K | — | 105.1K | 123.6K | — | 46.8K | 1.27M | 17.96% | ↗ |
| 75 | 2014 | Theodore Wahl President & Chief Operating Officer & Director | 998.1K | — | 105.1K | 123.6K | — | 46.8K | 1.27M | 17.96% | ↗ |
| 76 | 2014 | Michael E. McBryan Executive Vice President & Director | 102.5K | 708.8K | 58.2K | 123.6K | — | 43.4K | 1.04M | 17.54% | ↗ |
| 77 | 2014 | Bryan D. McCartney Executive Vice President | 102.5K | 705.8K | 58.5K | 123.6K | — | 43.3K | 1.03M | 17.62% | ↗ |
| 78 | 2014 | John C. Shea Chief Financial Officer | 447.7K | — | 17.5K | 51.5K | — | 20.9K | 537.6K | 12.84% | ↗ |
| 79 | 2014 | John C. Shea Executive Vice President & Chief Financial Officer | 447.7K | — | 17.5K | 51.5K | — | 20.9K | 537.6K | 12.84% | ↗ |
| 80 | 2014 | Jason J. Bundick Executive Vice President, General Counsel & Secretary | 262.2K | 69.1K | 9.8K | 41.2K | — | 7.0K | 389.3K | 13.10% | ↗ |
| 81 | 2014 | Jason J. Bundick General Counsel & Secretary | 262.2K | 69.1K | 9.8K | 41.2K | — | 7.0K | 389.3K | 13.10% | ↗ |
| 82 | 2013 | Daniel P. McCartney Chairman of the Board & former Chief Executive Officer | 1.01M | — | 23.5K | 102.2K | — | 55.5K | 1.19M | 10.59% | ↗ |
| 83 | 2013 | Daniel P. McCartney Chairman of the Board & Chief Executive Officer | 1.01M | — | 23.5K | 102.2K | — | 55.5K | 1.19M | 10.59% | ↗ |
| 84 | 2013 | Theodore Wahl President & Chief Executive Officer & Director | 996.3K | — | 23.5K | 102.2K | — | 46.0K | 1.17M | 10.76% | ↗ |
| 85 | 2013 | Theodore Wahl President & Chief Operating Officer & Director | 996.3K | — | 23.5K | 102.2K | — | 46.0K | 1.17M | 10.76% | ↗ |
| 86 | 2013 | Bryan D. McCartney Executive Vice President | 102.5K | 723.3K | 32.8K | 102.2K | — | 44.0K | 1.00M | 13.43% | ↗ |
| 87 | 2013 | Michael E. McBryan Executive Vice President & Director | 102.5K | 723.3K | 30.0K | 102.2K | — | 44.0K | 1.00M | 13.19% | ↗ |
| 88 | 2013 | John C. Shea Chief Financial Officer | 389.0K | — | 8.2K | 34.1K | — | 15.6K | 446.9K | 9.46% | ↗ |
| 89 | 2013 | Jason J. Bundick General Counsel & Secretary | 249.4K | — | — | 23.8K | — | — | 273.3K | 8.72% | ↗ |
| 90 | 2012 | Daniel P. McCartney Chairman of the Board & Chief Executive Officer | 1.01M | — | — | 118.5K | — | 55.5K | 1.18M | 10.05% | ↗ |
| 91 | 2012 | Theodore Wahl President & Chief Operating Officer & Director | 900.0K | — | — | 71.1K | — | 42.4K | 1.01M | 7.02% | ↗ |
| 92 | 2012 | Bryan D. McCartney Executive Vice President | 102.5K | 696.8K | 11.6K | 71.1K | — | 43.0K | 924.9K | 8.94% | ↗ |
| 93 | 2012 | Michael E. McBryan Executive Vice President & Director | 102.5K | 696.8K | 8.2K | 71.1K | — | 43.0K | 921.5K | 8.60% | ↗ |
| 94 | 2012 | Richard W. Hudson Former Chief Financial Officer | 337.5K | — | 11.6K | 71.1K | — | 24.8K | 444.9K | 18.58% | ↗ |
| 95 | 2012 | John C. Shea Chief Financial Officer | 330.4K | — | 11.6K | 23.7K | — | 13.4K | 379.1K | 9.30% | ↗ |
| 96 | 2011 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer | 1.01M | — | — | 81.5K | — | 55.5K | 1.14M | 7.14% | ↗ |
| 97 | 2011 | Daniel P. McCartney Chairman of the Board & Chief Executive Officer | 1.01M | — | — | 81.5K | — | 55.5K | 1.14M | 7.14% | ↗ |
| 98 | 2011 | Bryan D. McCartney Executive Vice President | 102.5K | 594.9K | 5.9K | 48.9K | — | 39.2K | 791.3K | 6.93% | ↗ |
| 99 | 2011 | Michael E. McBryan Executive Vice President & Director | 102.5K | 594.9K | 4.2K | 48.9K | — | 39.2K | 789.6K | 6.72% | ↗ |
| 100 | 2011 | Michael E. McBryan Executive Vice President and Director | 102.5K | 594.9K | 4.2K | 48.9K | — | 39.2K | 789.6K | 6.72% | ↗ |
| 101 | 2011 | Theodore Wahl President & Chief Operating Officer & Director | 695.7K | — | — | 48.9K | — | 34.2K | 778.8K | 6.28% | ↗ |
| 102 | 2011 | Theodore Wahl President and Chief Operating Officer and Director | 695.7K | — | — | 48.9K | — | 34.2K | 778.8K | 6.28% | ↗ |
| 103 | 2011 | Richard W. Hudson Chief Compliance Officer | 466.5K | — | 5.8K | 48.9K | — | 21.5K | 542.6K | 10.08% | ↗ |
| 104 | 2011 | Richard W. Hudson Former Chief Financial Officer | 466.5K | — | 5.8K | 48.9K | — | 21.5K | 542.6K | 10.08% | ↗ |
| 105 | 2011 | John C. Shea Chief Financial Officer | 220.0K | — | — | 13.0K | — | 3.6K | 236.7K | 5.51% | ↗ |
| 106 | 2011 | John C. Shea Chief Financial Officer and Secretary | 220.0K | — | — | 13.0K | — | 3.6K | 236.7K | 5.51% | ↗ |
| 107 | 2010 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer | 1.01M | — | — | 149.3K | — | 55.5K | 1.21M | 12.34% | ↗ |
| 108 | 2010 | Daniel P. McCartney Chairman of the Board & Chief Executive Officer | 1.01M | — | — | 149.3K | — | 55.5K | 1.21M | 12.34% | ↗ |
| 109 | 2010 | Michael E. McBryan Executive Vice President & Director | 102.5K | 570.5K | 5.2K | 89.6K | — | 37.6K | 805.4K | 11.77% | ↗ |
| 110 | 2010 | Richard W. Hudson Former Chief Financial Officer | 446.6K | — | 7.2K | 89.6K | — | 20.9K | 564.3K | 17.16% | ↗ |
| 111 | 2010 | Richard W. Hudson Chief Compliance Officer | 446.6K | — | 7.2K | 89.6K | — | 20.9K | 564.3K | 17.16% | ↗ |
| 112 | 2010 | Richard W. Hudson Chief Financial Officer and Secretary | 446.6K | — | 7.2K | 89.6K | — | 20.9K | 564.3K | 17.16% | ↗ |
| 113 | 2010 | Theodore Wahl President & Chief Operating Officer & Director | 437.4K | — | — | 44.8K | — | 24.5K | 506.7K | 8.84% | ↗ |
| 114 | 2010 | Theodore Wahl President and Chief Operating Officer and Director | 437.4K | — | — | 44.8K | — | 24.5K | 506.7K | 8.84% | ↗ |
| 115 | 2010 | Theodore Wahl Chief Operating Officer and Executive Vice President | 437.4K | — | — | 44.8K | — | 24.5K | 506.7K | 8.84% | ↗ |
| 116 | 2010 | Thomas A. Cook President and Director | 252.8K | — | — | 149.3K | — | 20.8K | 422.8K | 35.30% | ↗ |
| 117 | 2010 | Joseph F. McCartney Division Vice President and Director | 90.1K | — | 2.7K | 59.7K | — | 52.2K | 204.7K | 30.49% | ↗ |
| 118 | 2010 | John C. Shea Chief Financial Officer | 171.0K | — | — | 3.0K | — | 8.4K | 182.4K | 1.64% | ↗ |
| 119 | 2010 | John C. Shea Chief Financial Officer and Secretary | 171.0K | — | — | 3.0K | — | 8.4K | 182.4K | 1.64% | ↗ |
| 120 | 2010 | John C. Shea Vice President of Finance and Chief Accounting Officer | 171.0K | — | — | 3.0K | — | 8.4K | 181.5K | 1.65% | ↗ |
| 121 | 2009 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer Thomas A. Cook President and Director | 1.01M | — | — | 103.5K | — | 56.4K | 1.17M | 8.88% | ↗ |
| 122 | 2009 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer | 1.01M | — | — | 103.5K | — | 56.4K | 1.17M | 8.88% | ↗ |
| 123 | 2009 | Richard W. Hudson Chief Compliance Officer | 440.5K | — | — | 62.1K | — | 20.4K | 523.0K | 11.87% | ↗ |
| 124 | 2009 | Richard W. Hudson Chief Financial Officer and Secretary | 440.5K | — | — | 62.1K | — | 20.4K | 523.0K | 11.87% | ↗ |
| 125 | 2009 | Division Vice President and Director Richard W. Hudson Chief Financial Officer and Secretary Theodore Wahl Executive Vice President | 440.5K | — | — | 62.1K | — | 20.4K | 523.0K | 11.87% | ↗ |
| 126 | 2009 | Joseph F. McCartney | 252.8K | — | — | 103.5K | — | 32.8K | 389.1K | 26.60% | ↗ |
| 127 | 2009 | Thomas A. Cook President and Director | 252.7K | — | — | 103.5K | — | 32.8K | 389.1K | 26.60% | ↗ |
| 128 | 2009 | Theodore Wahl President and Chief Operating Officer and Director | 190.2K | — | — | 20.7K | — | 24.8K | 235.7K | 8.78% | ↗ |
| 129 | 2009 | Theodore Wahl Chief Operating Officer and Executive Vice President | 190.2K | — | — | 20.7K | — | 24.8K | 235.7K | 8.78% | ↗ |
| 130 | 2009 | Joseph F. McCartney Division Vice President and Director | 102.6K | — | 4.6K | 41.4K | — | 48.0K | 196.6K | 23.39% | ↗ |
| 131 | 2008 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer | 1.02M | — | — | 155.3K | — | 57.1K | 1.24M | 12.55% | ↗ |
| 132 | 2008 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer Thomas A. Cook President and Director | 1.02M | — | — | 155.3K | — | 57.1K | 1.08M | 14.35% | ↗ |
| 133 | 2008 | Thomas A. Cook President and Director | 593.0K | — | — | 155.3K | — | 48.9K | 797.1K | 19.48% | ↗ |
| 134 | 2008 | Joseph F. McCartney | 593.0K | — | — | — | — | 48.9K | 641.9K | 0.00% | ↗ |
| 135 | 2008 | Richard W. Hudson Chief Financial Officer and Secretary | 400.4K | — | 934.00 | 93.2K | — | 18.9K | 513.3K | 18.33% | ↗ |
| 136 | 2008 | Division Vice President and Director Richard W. Hudson Chief Financial Officer and Secretary Theodore Wahl Vice President of Finance | 400.4K | — | 934.00 | — | — | 18.9K | 420.2K | 0.22% | ↗ |
| 137 | 2008 | Joseph F. McCartney Division Vice President and Director | 101.2K | 32.3K | 2.3K | 62.1K | — | 38.7K | 236.7K | 27.21% | ↗ |
| 138 | 2008 | Theodore Wahl Chief Operating Officer and Executive Vice President | 114.7K | — | — | 12.4K | — | 8.7K | 135.9K | 9.14% | ↗ |
| 139 | 2008 | Division Vice President and Director Richard W. Hudson Chief Financial Officer and Secretary Theodore Wahl Executive Vice President | 114.7K | — | — | 12.4K | — | 8.7K | 135.9K | 9.14% | ↗ |
| 140 | 2007 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer Thomas A. Cook President and Director | 1.01M | — | — | — | — | 56.4K | 1.06M | 0.00% | ↗ |
| 141 | 2007 | Division Vice President and Director Richard W. Hudson Chief Financial Officer and Secretary Theodore Wahl Executive Vice President | 247.7K | — | 377.00 | — | — | 13.2K | 261.2K | 0.14% | ↗ |
| 142 | 2007 | Division Vice President and Director Richard W. Hudson Chief Financial Officer and Secretary Theodore Wahl Vice President of Finance | 247.7K | — | 377.00 | — | — | 13.2K | 261.2K | 0.14% | ↗ |
| 143 | 2007 | Joseph F. McCartney | 90.1K | 61.9K | 3.8K | — | — | 38.2K | 194.7K | 1.94% | ↗ |
| 144 | 2007 | Division Vice President and Director | 90.1K | 61.9K | 3.8K | — | — | 38.9K | 194.7K | 1.94% | ↗ |
| 145 | 2006 | Thomas A. Cook President, Chief Operating Officer and Director | 998.1K | — | 15.4K | — | — | 61.0K | 1.07M | 1.43% | ↗ |
| 146 | 2006 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer | 998.9K | — | — | — | — | 56.2K | 1.06M | 0.00% | ↗ |
| 147 | 2006 | Daniel P. McCartney Chairman of the Board and Chief Executive Officer Thomas A. Cook President and Director | 998.9K | — | — | — | — | 56.2K | 1.06M | 0.00% | ↗ |
| 148 | 2006 | Daniel P. McCartney | 998.9K | — | — | — | — | 56.2K | 1.06M | 0.00% | ↗ |
| 149 | 2006 | James L. DiStefano Chief Financial Officer and Treasurer | 213.4K | — | 3.2K | — | — | 12.2K | 228.8K | 1.40% | ↗ |
| 150 | 2006 | Richard W. Hudson Vice President Finance and Secretary | 207.9K | — | — | — | — | 12.0K | 219.9K | 0.00% | ↗ |
| 151 | 2006 | Joseph F. McCartney Division Vice President and Director | 90.1K | 51.3K | 8.0K | — | — | 34.3K | 183.6K | 4.36% | ↗ |
| 152 | 2006 | Joseph F. McCartney | 90.1K | 51.3K | 8.0K | — | — | 34.3K | 183.6K | 4.36% | ↗ |
| 153 | 2006 | Division Vice President and Director Richard W. Hudson Chief Financial Officer and Secretary Theodore Wahl Vice President of Finance | 54.0K | 16.5K | — | — | — | 9.8K | 80.2K | 0.00% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Theodore Wahl | President, Chief Executive Officer & Director | 1M | male |
| Andrew W. Kush | Executive Vice President & Chief Operating Officer | 871.9K | male |
| Patrick J. Orr | Executive Vice President & Chief Revenue Officer | 764.6K | male |
| John Christopher Shea | Executive Vice President & Chief Administrative Officer | 753.7K | male |
| Vikas Singh | Executive Vice President & Chief Financial Officer | 689.8K | male |
| Jason J. Bundick | Executive Vice President, Chief Compliance Officer, General Counsel & Secretary | 490.2K | male |
| Andrew Brophy | Senior Vice President, Controller & Chief Accounting Officer | 315.9K | male |
| Matthew J. McKee | Chief Communications Officer | — | male |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2015-02-13 | 2015-02-26 | Thom Tillis | NC | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for HCSG
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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