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Healthcare Services Group, Inc. (HCSG)

USD24.30 +0.32 (+1.31%)
US NASDAQ Healthcare Medical - Care Facilities
Address 3220 Tillman Drive 19020
Bensalem, PA, US
CEO Theodore Wahl
IPO 1983-11-29
CIK 731012 ISIN US4219061086

Explore sections of this company profile

Description

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.

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
USD24.30 +0.32 (+1.31%)
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Volume Profile
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Liquidity & share structure
Average Volume
725.7K
Beta
0.79
Float Shares
67.86M
Free Float %
98.9%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.63% +0.78% -3.78% -5.37% +9.69% +7.74% +46.10% +46.00% -32.70% -47.18% +6,712.39%
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 (15 ratings, all time) Hold
Price Targets & DCF
Current price
24.30
Low 23.00 -5.3%
Consensus 24.50 +0.8%
Median 24.00 -1.2%
High 27.00 +11.1%
DCF (Unlevered) 14.59 -40.0%
DCF (Levered) 14.37 -40.8%

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) 40% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 2 -1
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
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%
Quality scores
Altman Z-Score
6.53
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
4 / 5
High
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • 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)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.86) × ERP
WACC = 98% × Ke + 2% × Kd (6.4%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 14.59 Current price: 24.30
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 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
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-23 Benchmark Buy Buy Maintain
Historical Ratings (3M)
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

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
157.49M
OE per share TTM
2.17
Owner's Yield
10.94%
Maintenance CapEx ratio
4.45%
Maint CapEx / Avg PPE
1.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
258
Total invested
1.34B
Insider transactions (90d)
9
Beneficial owners (>5%)
24
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 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)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
258
+8 vs prev Q
New positions
41
Closed positions
33
Increased
143
Reduced
83
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 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
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 152 ETFs in our universe
# 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

Insider Activity — Latest Quarter
Ratio by transactions
3.33
Bullish
Ratio by volume
3.00
Bullish
Buys
10
Sells
3
Shares acquired
20.2K
Shares disposed
4.1K
Cash buys
Cash sales
Net activity
+16,084
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-27 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

Top executives
EBIT / Employee
1.4K
Shares Outstanding
68.65M

Executive compensation

Executive compensation (annual)
# 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%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-15 DEF 14A
2025-04-14 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 4/A
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4
2026-05-28 4

Executive team

NameTitleCompensationGender
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
ESG Rating
B
MEDICAL - CARE FACILITIES
Rank: 11 out of 62
2016
E (Environmental)
61.8 / 65.7
Company / Sector avg.
S (Social)
66.2 / 69.6
Company / Sector avg.
G (Governance)
66.8 / 68.9
Company / Sector avg.
ESG Total
64.9 / 68.1
Company / Sector avg.
ESG Score History MEDICAL - CARE FACILITIES
Benchmark vs Sector
Senate Trading Activity
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
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-04-30 2020-05-07 Greg Gianforte MT00 Joint Purchase $50,001 - $100,000
2019-06-24 2020-04-27 Donna Shalala FL27 -- Sale (Full) $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