Healthcare Realty Trust Incorporated (HR)
Nashville, TN, US
Healthcare Realty Trust operates as a Real Estate Investment Trust (REIT), specializing in the acquisition, development, financing, and active management of income-generating real estate assets, predominantly serving outpatient healthcare providers throughout the United States. By September 30, 2020, its extensive portfolio comprised 211 properties located across 24 states, collectively spanning 15.5 million square feet and valued at approximately $5.5 billion. The company further provided comprehensive leasing and property management solutions for 11.9 million square feet nationwide.
Based on only 1 article — low confidence
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.60% | -1.04% | +13.74% | +14.52% | +9.87% | +18.17% | +34.07% | -0.55% | -33.57% | -35.39% | +2.72% |
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 | 1 | 0 |
| Buy | 2 | 0 |
| Hold | 8 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
20.67
-0.6%
|
| Last Quarter | 4 |
20.75
-0.2%
|
| Last Year | 8 |
20.25
-2.6%
|
| All Time | 14 |
19.21
-7.6%
|
-
Revenue growth-6.9% Q1'26: -6.7% (vs Q1'25)
-
EPS growth+60.8% Q1'26: +100.0% (vs Q1'25)
-
FCF margin— Q1'26: -3.0% (vs Q1'25)
-
EBIT margin— Q1'26: -30.3% (vs Q1'25)
-
ROIC— Q1'26: -3.8% (vs Q1'25)
-
Share dilution-4.3% Q1'26: -0.6% (vs Q1'25)
-
Debt / EBITDA7.98× Q1'26: 24.42× (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 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 1 Rev. Ana. 2 EPS Ana. |
Dec 2027 3 Rev. Ana. 2 EPS Ana. |
Dec 2028 1 Rev. Ana. 2 EPS Ana. |
Dec 2029 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
317.92M
est: 643.30M (-50.6%)
|
371.05M
est: 601.60M (-38.3%)
|
403.41M
est: 405.69M (-0.6%)
|
460.48M
est: 458.04M (+0.5%)
|
613.11M
est: 616.39M (-0.5%)
|
695.30M
est: 697.76M (-0.4%)
|
693.63M
est: 692.91M (+0.1%)
|
735.07M
est: 738.72M (-0.5%)
|
534.82M
est: 763.74M (-30.0%)
|
932.64M
est: 936.13M (-0.4%)
|
1.34B
est: 1.31B (+2.2%)
|
1.27B
est: 1.25B (+1.8%)
|
1.18B
est: 1.16B (+1.7%)
|
1.12B
1.11B – 1.12B
-3.9% YoY
|
1.15B
1.15B – 1.16B
+3.2% YoY
|
1.23B
1.21B – 1.25B
+6.7% YoY
|
1.14B
1.14B – 1.15B
-6.9% YoY
|
| EBITDA |
195.33M
est: 313.75M (-37.7%)
|
243.92M
est: 241.45M (+1.0%)
|
245.80M
est: 292.32M (-15.9%)
|
285.02M
est: 296.11M (-3.7%)
|
394.83M
est: 358.79M (+10.0%)
|
598.82M
est: 389.40M (+53.8%)
|
321.14M
est: 569.57M (-43.6%)
|
357.34M
est: 432.27M (-17.3%)
|
321.90M
est: 494.69M (-34.9%)
|
635.71M
est: 595.92M (+6.7%)
|
717.29M
est: 648.76M (+10.6%)
|
266.62M
est: 615.00M (-56.6%)
|
519.96M
est: 573.14M (-9.3%)
|
550.57M
548.04M – 553.40M
-3.9% YoY
|
568.06M
565.45M – 570.97M
+3.2% YoY
|
605.93M
595.91M – 615.96M
+6.7% YoY
|
563.93M
561.34M – 566.82M
-6.9% YoY
|
| EBIT |
75.83M
est: 126.04M (-39.8%)
|
103.48M
est: 97.49M (+6.1%)
|
91.66M
est: 121.30M (-24.4%)
|
108.15M
est: 117.01M (-7.6%)
|
149.84M
est: 137.44M (+9.0%)
|
319.19M
est: 299.21M (+6.7%)
|
30.76M
est: 213.02M (-85.6%)
|
53.51M
est: 182.80M (-70.7%)
|
119.19M
est: 184.05M (-35.2%)
|
182.62M
est: 227.31M (-19.7%)
|
-13.42M
est: 12.96M (-203.6%)
|
-408.53M
est: 12.29M (-3,425.1%)
|
-44.01M
est: 11.45M (-484.3%)
|
11.00M
10.95M – 11.06M
-3.9% YoY
|
11.35M
11.30M – 11.41M
+3.2% YoY
|
12.11M
11.90M – 12.31M
+6.7% YoY
|
11.27M
11.21M – 11.32M
-6.9% YoY
|
| Net Income |
24.26M
est: 22.92M (+5.8%)
|
45.37M
est: 36.81M (+23.2%)
|
32.93M
est: 38.90M (-15.3%)
|
49.95M
est: 44.68M (+11.8%)
|
63.92M
est: 49.19M (+29.9%)
|
213.46M
est: 718.53M (-70.3%)
|
30.15M
est: 24.62M (+22.5%)
|
52.62M
est: 27.44M (+91.7%)
|
66.66M
est: 100.86M (-33.9%)
|
40.90M
est: 118.99M (-65.6%)
|
-278.26M
est: -524.99M (+47.0%)
|
-654.49M
est: -543.88M (-20.3%)
|
-246.07M
est: -263.20M (+6.5%)
|
-27.30M
-27.47M – -27.12M
+89.6% YoY
|
-8.14M
-8.19M – -8.09M
+70.2% YoY
|
12.99M
-6.90M – 20.15M
+259.6% YoY
|
10.49M
10.43M – 10.56M
-19.2% YoY
|
| SGA |
—
est: 242.51M (-100.0%)
|
—
est: 174.89M (-100.0%)
|
—
est: 217.37M (-100.0%)
|
—
est: 217.44M (-100.0%)
|
—
est: 265.30M (-100.0%)
|
—
est: 589.24M (-100.0%)
|
—
est: 478.89M (-100.0%)
|
—
est: 376.90M (-100.0%)
|
—
est: 121.62M (-100.0%)
|
—
est: 66.52M (-100.0%)
|
—
|
—
|
—
|
—
— – —
|
—
— – —
|
—
— – —
|
—
— – —
|
| EPS |
0.21
est: 0.21 (+2.4%)
|
0.38
est: 0.33 (+15.2%)
|
0.26
est: 0.26 (-0.4%)
|
0.34
est: 0.29 (+16.8%)
|
0.35
est: 0.20 (+72.2%)
|
1.04
est: 1.05 (-0.8%)
|
0.15
est: 0.19 (-20.5%)
|
0.24
est: 0.24 (+2.0%)
|
0.45
est: 0.47 (-4.2%)
|
0.15
est: 0.20 (-25.6%)
|
-0.74
est: -1.50 (+50.7%)
|
-1.81
est: -1.55 (-16.4%)
|
-0.71
est: -0.75 (+5.6%)
|
-0.08
-0.08 – -0.08
+89.6% YoY
|
-0.02
-0.02 – -0.02
+70.2% YoY
|
0.02
-0.02 – 0.06
+181.4% YoY
|
0.03
0.03 – 0.03
+58.4% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-08 | Scotiabank | Sector Outperform | Sector Outperform | Maintain |
| 2026-05-07 | Citigroup | Neutral | Neutral | Maintain |
| 2026-05-04 | Cantor Fitzgerald | Overweight | Overweight | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-08 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-07 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-06 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 | 3/5 |
| 2026-04-30 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-29 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-28 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-27 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-24 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 | 3/5 |
| 2026-04-23 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-22 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-21 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-20 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-17 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-16 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 3/5 |
| 2026-04-15 | C- | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 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 | Cohen & Steers, Inc. 14-1904657 | 51.54M | 13.52% | 36.17M | — | 51.45M | — | HC, CO | — | 2023-02-14 | ↗ |
| 2 | Cohen & Steers Capital Management, Inc. 13-3353336 | 51.16M | 13.44% | 36.04M | — | 51.16M | — | IA, CO | — | 2023-02-14 | ↗ |
| 3 | (1) BlackRock, Inc. | 44.72M | 11.80% | 42.68M | — | 44.72M | — | HC | Delaware | 2022-08-09 | ↗ |
| 4 | The Vanguard Group - 23-1945930 | 30.46M | 13.94% | — | 620.7K | 29.66M | 796.2K | IA | Pennsylvania | 2021-02-10 | ↗ |
| 5 | STATE STREET CORPORATION | 22.62M | 5.94% | — | 16.87M | — | 22.62M | HC | BOSTON, MASSACHUSETTS | 2023-02-01 | ↗ |
| 6 | 13-3353336 | 22.33M | 10.22% | 15.01M | — | 22.33M | — | IA, CO | Delaware | 2021-01-11 | ↗ |
| 7 | JEFFREY C. SMITH | 20.90M | 5.90% | — | — | — | 20.90M | IN | — | 2024-11-26 | ↗ |
| 8 | PETER A. FELD | 20.90M | 5.90% | — | — | — | 20.90M | IN | — | 2024-11-26 | ↗ |
| 9 | STARBOARD PRINCIPAL CO GP LLC | 20.90M | 5.90% | — | — | 20.90M | — | OO | — | 2024-11-26 | ↗ |
| 10 | STARBOARD PRINCIPAL CO LP | 20.90M | 5.90% | — | — | 20.90M | — | PN | — | 2024-11-26 | ↗ |
| 11 | STARBOARD VALUE GP LLC | 20.90M | 5.90% | — | — | 20.90M | — | OO | — | 2024-11-26 | ↗ |
| 12 | STARBOARD VALUE LP | 20.90M | 5.90% | — | — | 20.90M | — | PN | — | 2024-11-26 | ↗ |
| 13 | BANK OF AMERICA CORP /DE/56-0906609 | 18.79M | 5.20% | — | 18.79M | — | 18.63M | HC | Delaware | 2024-11-14 | ↗ |
| 14 | Asset Management US Inc. | 12.62M | 5.70% | — | 12.62M | — | — | IA, CO | Kingdom of the Netherlands | 2022-01-19 | ↗ |
| 15 | Asset Management, N.V. | 12.62M | 5.70% | — | 12.62M | — | — | CO | Kingdom of the Netherlands | 2022-01-19 | ↗ |
| 16 | Groep, N.V. | 12.62M | 5.70% | — | 12.62M | — | — | CO | Kingdom of the Netherlands | 2022-01-19 | ↗ |
| 17 | Stichting Pensioenfonds ABP | 12.62M | 5.70% | — | 12.62M | — | — | EP | Kingdom of the Netherlands | 2022-01-19 | ↗ |
| 18 | STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD | 11.42M | 3.20% | — | — | 11.42M | — | CO | — | 2024-11-26 | ↗ |
| 19 | SPECIALIZED FUNDS - VANGUARD REIT INDEX FUND - 23-2834924 | 8.87M | 7.18% | 8.87M | — | — | — | EP, IN | Delaware For | 2015-02-06 | ↗ |
| 20 | Daiwa Asset Management Co. Ltd. | 6.72M | 5.30% | 6.72M | — | 4.3K | 6.71M | FI | Japan | 2016-01-27 | ↗ |
| 21 | STARBOARD X MASTER FUND LTD | 3.85M | 1.10% | — | — | 3.85M | — | CO | — | 2024-11-26 | ↗ |
| 22 | STARBOARD VALUE R GP LLC | 1.80M | 0.50% | — | — | 1.80M | — | OO | — | 2024-11-26 | ↗ |
| 23 | STARBOARD VALUE AND OPPORTUNITY S LLC | 1.50M | 0.40% | — | — | 1.50M | — | OO | — | 2024-11-26 | ↗ |
| 24 | STARBOARD VALUE AND OPPORTUNITY C LP | 1.16M | 0.30% | — | — | 1.16M | — | PN | — | 2024-11-26 | ↗ |
| 25 | STARBOARD VALUE R LP | 1.16M | 0.30% | — | — | 1.16M | — | PN | — | 2024-11-26 | ↗ |
| 26 | STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP | 631.9K | 0.20% | — | — | 631.9K | — | PN | — | 2024-11-26 | ↗ |
| 27 | STARBOARD VALUE L LP | 631.9K | 0.20% | — | — | 631.9K | — | PN | — | 2024-11-26 | ↗ |
| 28 | Cohen & Steers UK Limited | 259.3K | 0.07% | 92.3K | — | 259.3K | — | IA, CO | — | 2023-02-14 | ↗ |
| 29 | Cohen & Steers Ireland Limited | 32.3K | 0.01% | 32.3K | — | 32.3K | — | FI, CO | — | 2023-02-14 | ↗ |
| 30 | Cohen & Steers Asia Limited | — | 0.00% | — | — | — | — | IA, CO | — | 2023-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | — | 366.8K +366.8K (+100.0%) | 6.22B +6.2B (+100.0%) | 0.10% +0.105 pp | 3.43% +3.432 pp | USD16.95 +0.0% | 1 qtrs NEW |
| 2 | COHEN & STEERS, INC. | 56.31M +744.7K (+1.3%) | 954.42M -47.2M (-4.7%) | 16.09% +0.198 pp | 1.73% -0.081 pp | USD20.00 -15.3% | 14 qtrs — |
| 3 | BLACKROCK, INC. | 53.62M +159.0K (+0.3%) | 908.79M -55.0M (-5.7%) | 15.32% +0.027 pp | 0.02% -0.002 pp | USD17.93 -5.5% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 46.85M -315.6K (-0.7%) | 794.19M -56.3M (-6.6%) | 13.39% -0.107 pp | 0.01% -0.001 pp | USD20.74 -18.3% | 14 qtrs — |
| 5 | STATE STREET CORP | 17.45M -455.3K (-2.5%) | 295.80M -27.1M (-8.4%) | 4.99% -0.136 pp | 0.01% -0.001 pp | USD20.66 -18.0% | 14 qtrs — |
| 6 | PRICE T ROWE ASSOCIATES INC /MD/ | 14.98M -347.3K (-2.3%) | 253.89M -22.4M (-8.1%) | 4.28% -0.105 pp | 0.03% -0.002 pp | USD17.93 -5.5% | 14 qtrs — |
| 7 | STARBOARD VALUE LP | 12.60M -1.9M (-13.0%) | 213.57M -47.7M (-18.3%) | 3.60% -0.542 pp | 4.05% -0.871 pp | USD16.95 +0.0% | 5 qtrs — |
| 8 | APG ASSET MANAGEMENT US INC. | 12.39M +305.1K (+2.5%) | 210.04M -12.0M (-5.4%) | 3.54% +0.084 pp | 1.65% +0.007 pp | USD19.70 -14.0% | 14 qtrs — |
| 9 | RUSH ISLAND MANAGEMENT, LP | 9.01M +1.2M (+15.4%) | 152.68M +12.0M (+8.5%) | 2.58% +0.343 pp | 9.54% -0.104 pp | USD16.85 +0.6% | 12 qtrs — |
| 10 | DAIWA SECURITIES GROUP INC. | 8.63M -2.1M (-19.3%) | 146.31M -46.6M (-24.2%) | 2.47% -0.594 pp | 0.47% -0.184 pp | USD19.73 -14.1% | 14 qtrs — |
| 11 | RESOLUTION CAPITAL LTD | 8.14M +1.7M (+27.2%) | 138.00M +22.6M (+19.6%) | 2.33% +0.497 pp | 3.05% +0.804 pp | USD17.80 -4.8% | 2 qtrs — |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 7.05M +101.4K (+1.5%) | 119.58M -5.8M (-4.6%) | 2.01% +0.027 pp | 0.01% -0.001 pp | USD20.05 -15.5% | 14 qtrs — |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7.03M +216.1K (+3.2%) | 119.21M -3.7M (-3.0%) | 2.01% +0.060 pp | 0.02% -0.001 pp | USD19.74 -14.1% | 14 qtrs — |
| 14 | INVESCO LTD. | 6.75M -952.4K (-12.4%) | 114.38M -24.5M (-17.6%) | 1.93% -0.275 pp | 0.02% -0.004 pp | USD18.25 -7.1% | 14 qtrs — |
| 15 | PGGM INVESTMENTS | 6.69M +6.7M (+100.0%) | 113.39M +113.4M (+100.0%) | 1.91% +1.912 pp | 1.80% +1.795 pp | USD16.95 +0.0% | 1 qtrs NEW |
| 16 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 5.97M +1.6M (+38.0%) | 101.20M +23.2M (+29.8%) | 1.71% +0.469 pp | 1.00% +0.215 pp | USD16.48 +2.9% | 4 qtrs — |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5.76M -1.0M (-15.0%) | 97.67M -24.6M (-20.1%) | 1.65% -0.293 pp | 0.03% -0.006 pp | USD16.76 +1.1% | 4 qtrs — |
| 18 | JPMORGAN CHASE & CO | 5.61M +372.6K (+7.1%) | 95.01M +663.8K (+0.7%) | 1.60% +0.105 pp | 0.01% +0.000 pp | USD16.94 +0.1% | 14 qtrs — |
| 19 | THRIVENT FINANCIAL FOR LUTHERANS | 5.14M +126.4K (+2.5%) | 87.20M -3.3M (-3.6%) | 1.47% +0.035 pp | 0.15% -0.023 pp | USD19.41 -12.7% | 14 qtrs — |
| 20 | DIMENSIONAL FUND ADVISORS LP | 5.02M +5.0K (+0.1%) | 85.06M -5.3M (-5.9%) | 1.43% +0.000 pp | 0.02% -0.002 pp | USD20.36 -16.7% | 14 qtrs — |
| 21 | DEUTSCHE BANK AG\ | 3.88M -1.5M (-28.4%) | 65.70M -31.9M (-32.7%) | 1.11% -0.441 pp | 0.02% -0.011 pp | USD17.68 -4.1% | 14 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 3.70M -455.0K (-11.0%) | 62.66M -12.2M (-16.3%) | 1.06% -0.131 pp | 0.01% -0.003 pp | USD20.23 -16.2% | 14 qtrs — |
| 23 | NORGES BANK | 3.67M +3.7M (+100.0%) | 62.15M +62.2M (+100.0%) | 1.05% +1.048 pp | 0.01% +0.007 pp | USD16.95 +0.0% | 1 qtrs NEW |
| 24 | NORTHERN TRUST CORP | 3.64M -184.5K (-4.8%) | 61.62M -7.3M (-10.5%) | 1.04% -0.053 pp | 0.01% -0.001 pp | USD19.23 -11.9% | 14 qtrs — |
| 25 | MORGAN STANLEY | 3.63M +183.9K (+5.3%) | 61.48M -601.7K (-1.0%) | 1.04% +0.051 pp | 0.00% 0.000 pp | USD17.90 -5.3% | 14 qtrs — |
| 26 | RUSSELL INVESTMENTS GROUP, LTD. | 3.47M -926.1K (-21.1%) | 58.76M -20.4M (-25.8%) | 0.99% -0.265 pp | 0.06% -0.026 pp | USD18.79 -9.8% | 14 qtrs — |
| 27 | SEI INVESTMENTS CO | 3.29M +417.6K (+14.6%) | 55.70M +4.0M (+7.7%) | 0.94% +0.119 pp | 0.06% -0.001 pp | USD18.64 -9.1% | 14 qtrs — |
| 28 | LEGAL & GENERAL GROUP PLC | 3.26M +205.7K (+6.7%) | 55.25M +187.6K (+0.3%) | 0.93% +0.058 pp | 0.01% 0.000 pp | USD20.43 -17.0% | 14 qtrs — |
| 29 | CANADA PENSION PLAN INVESTMENT BOARD | 2.98M +— (+0.0%) | 50.58M -3.2M (-6.0%) | 0.85% -0.001 pp | 0.03% -0.004 pp | USD17.81 -4.8% | 14 qtrs — |
| 30 | JANUS HENDERSON GROUP PLC | 2.38M -761.2K (-24.2%) | 40.36M -16.3M (-28.8%) | 0.68% -0.218 pp | 0.02% -0.008 pp | USD16.86 +0.5% | 9 qtrs — |
| 31 | PZENA INVESTMENT MANAGEMENT LLC | 2.23M +— (+0.0%) | 37.73M -2.4M (-6.0%) | 0.64% -0.001 pp | 0.11% -0.017 pp | USD18.15 -6.6% | 6 qtrs — |
| 32 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.13M -153.8K (-6.7%) | 36.18M -5.1M (-12.3%) | 0.61% -0.045 pp | 0.10% -0.006 pp | USD19.19 -11.7% | 14 qtrs — |
| 33 | NORDEA INVESTMENT MANAGEMENT AB | 1.99M -558.6K (-21.9%) | 33.82M -11.6M (-25.5%) | 0.57% -0.160 pp | 0.03% -0.011 pp | USD18.58 -8.8% | 14 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 1.95M -271.6K (-12.2%) | 33.04M -7.0M (-17.5%) | 0.56% -0.078 pp | 0.00% 0.000 pp | USD17.06 -0.6% | 14 qtrs — |
| 35 | JUPITER ASSET MANAGEMENT LTD | 1.88M +1.9M (+100.0%) | 31.81M +31.8M (+100.0%) | 0.54% +0.536 pp | 0.25% +0.255 pp | USD16.95 +0.0% | 1 qtrs NEW |
| 36 | BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. | 1.87M +574.5K (+44.2%) | 31.78M +8.3M (+35.5%) | 0.54% +0.164 pp | 0.04% -0.024 pp | USD17.91 -5.4% | 14 qtrs — |
| 37 | AQR CAPITAL MANAGEMENT LLC | 1.65M +217.5K (+15.2%) | 27.90M +2.5M (+9.8%) | 0.47% +0.062 pp | 0.01% -0.002 pp | USD17.46 -2.9% | 14 qtrs — |
| 38 | CITADEL ADVISORS LLC | 1.61M -490.0K (-23.3%) | 27.30M -10.6M (-27.9%) | 0.46% -0.141 pp | 0.00% -0.002 pp | USD18.01 -5.9% | 14 qtrs — |
| 39 | UBS GROUP AG | 1.49M -792.0K (-34.7%) | 25.27M -15.9M (-38.6%) | 0.43% -0.227 pp | 0.00% -0.002 pp | USD17.28 -1.9% | 14 qtrs — |
| 40 | KETTLE HILL CAPITAL MANAGEMENT, LLC | 1.37M +546.5K (+66.0%) | 23.29M +8.4M (+56.1%) | 0.39% +0.156 pp | 5.20% +1.838 pp | USD16.45 +3.0% | 9 qtrs — |
| 41 | GOTHAM ASSET MANAGEMENT, LLC | 1.17M -104.9K (-8.3%) | 19.75M -3.2M (-13.8%) | 0.33% -0.030 pp | 0.07% -0.028 pp | USD17.57 -3.5% | 14 qtrs — |
| 42 | GOLDMAN SACHS GROUP INC | 1.05M +169.0K (+19.1%) | 17.83M +1.9M (+12.0%) | 0.30% +0.048 pp | 0.00% +0.000 pp | USD16.68 +1.6% | 14 qtrs — |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 1.04M +39.4K (+3.9%) | 17.60M -410.6K (-2.3%) | 0.30% +0.011 pp | 0.01% +0.000 pp | USD17.05 -0.6% | 14 qtrs — |
| 44 | SKBA CAPITAL MANAGEMENT LLC | 1.01M +112.2K (+12.5%) | 17.05M +936.0K (+5.8%) | 0.29% +0.032 pp | 2.42% +0.193 pp | USD15.59 +8.7% | 8 qtrs — |
| 45 | MARBLE HARBOR INVESTMENT COUNSEL, LLC | 919.0K +17.6K (+1.9%) | 15.58M -676.1K (-4.2%) | 0.26% +0.005 pp | 1.67% -0.037 pp | USD17.49 -3.1% | 14 qtrs — |
| 46 | HRT FINANCIAL LP | 903.9K +477.2K (+111.8%) | 15.32M +7.6M (+99.2%) | 0.26% +0.136 pp | 0.05% +0.020 pp | USD17.41 -2.6% | 11 qtrs — |
| 47 | RHUMBLINE ADVISERS | 901.8K -31.4K (-3.4%) | 15.29M -1.5M (-9.2%) | 0.26% -0.009 pp | 0.01% -0.001 pp | USD20.73 -18.2% | 14 qtrs — |
| 48 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 863.9K -184.5K (-17.6%) | 14.64M -4.3M (-22.5%) | 0.25% -0.053 pp | 0.01% -0.003 pp | USD20.14 -15.8% | 14 qtrs — |
| 49 | CHILTON CAPITAL MANAGEMENT LLC | 790.0K -18.3K (-2.3%) | 13.39M -1.2M (-8.1%) | 0.23% -0.006 pp | 0.46% -0.029 pp | USD16.11 +5.2% | 13 qtrs — |
| 50 | RENAISSANCE TECHNOLOGIES LLC | 774.7K -154.7K (-16.6%) | 13.13M -3.6M (-21.6%) | 0.22% -0.045 pp | 0.02% -0.002 pp | USD18.03 -6.0% | 7 qtrs — |
| 51 | PRINCIPAL FINANCIAL GROUP INC | 756.2K -24.8K (-3.2%) | 12.82M -1.3M (-9.0%) | 0.22% -0.007 pp | 0.01% -0.001 pp | USD20.84 -18.7% | 14 qtrs — |
| 52 | NORTHSIDE CAPITAL MANAGEMENT, LLC | 754.9K -400.0 (-0.1%) | 12.80M -822.5K (-6.0%) | 0.22% 0.000 pp | 1.11% -0.132 pp | USD15.86 +6.9% | 3 qtrs — |
| 53 | CAPITAL INVESTMENT ADVISORS, LLC | 669.7K +37.0K (+5.8%) | 11.35M -56.9K (-0.5%) | 0.19% +0.010 pp | 0.17% -0.014 pp | USD15.59 +8.7% | 8 qtrs — |
| 54 | SWISS NATIONAL BANK | 658.6K +11.3K (+1.7%) | 11.16M -507.5K (-4.3%) | 0.19% +0.003 pp | 0.01% 0.000 pp | USD20.74 -18.3% | 14 qtrs — |
| 55 | APOLLO MANAGEMENT HOLDINGS, L.P. | 621.9K +621.9K (+100.0%) | 10.54M +10.5M (+100.0%) | 0.18% +0.178 pp | 0.09% +0.086 pp | USD16.95 +0.0% | 1 qtrs NEW |
| 56 | ASSET MANAGEMENT ONE CO., LTD. | 615.7K +108.3K (+21.3%) | 10.43M +1.3M (+14.0%) | 0.18% +0.031 pp | 0.03% +0.003 pp | USD20.07 -15.5% | 14 qtrs — |
| 57 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 578.6K -26.7K (-4.4%) | 9.81M -1.1M (-10.1%) | 0.17% -0.008 pp | 0.03% -0.004 pp | USD24.04 -29.5% | 15 qtrs — |
| 58 | ALLIANZ ASSET MANAGEMENT GMBH | 565.3K +38.3K (+7.3%) | 9.58M +79.4K (+0.8%) | 0.16% +0.011 pp | 0.01% -0.001 pp | USD16.69 +1.6% | 14 qtrs — |
| 59 | HSBC HOLDINGS PLC | 536.9K +95.9K (+21.7%) | 9.10M +1.1M (+14.5%) | 0.15% +0.027 pp | 0.00% +0.000 pp | USD18.25 -7.1% | 14 qtrs — |
| 60 | NOMURA ASSET MANAGEMENT CO LTD | 530.6K +20.2K (+4.0%) | 8.99M -208.8K (-2.3%) | 0.15% +0.006 pp | 0.02% -0.001 pp | USD19.79 -14.4% | 14 qtrs — |
| 61 | UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH | 515.8K -158.0K (-23.4%) | 8.74M -3.4M (-28.0%) | 0.15% -0.045 pp | 0.01% -0.006 pp | USD16.90 +0.3% | 4 qtrs — |
| 62 | ALLIANCEBERNSTEIN L.P. | 504.9K +9.2K (+1.9%) | 8.56M -379.8K (-4.3%) | 0.14% +0.002 pp | 0.00% 0.000 pp | USD20.34 -16.7% | 14 qtrs — |
| 63 | PRUDENTIAL FINANCIAL INC | 488.0K -641.8K (-56.8%) | 8.27M -12.1M (-59.4%) | 0.14% -0.184 pp | 0.01% -0.014 pp | USD16.67 +1.7% | 14 qtrs — |
| 64 | FIRST NATIONAL BANK OF OMAHA | 461.0K +461.0K (+100.0%) | 7.88M +7.9M (+100.0%) | 0.13% +0.132 pp | 0.23% +0.233 pp | USD16.95 +0.0% | 1 qtrs NEW |
| 65 | AMERIPRISE FINANCIAL INC | 463.0K -122.0K (-20.9%) | 7.85M -2.7M (-25.6%) | 0.13% -0.035 pp | 0.00% -0.001 pp | USD19.52 -13.2% | 14 qtrs — |
| 66 | NUVEEN, LLC | 458.7K -113.4K (-19.8%) | 7.77M -2.5M (-24.6%) | 0.13% -0.033 pp | 0.00% -0.001 pp | USD16.90 +0.3% | 4 qtrs — |
| 67 | RETIREMENT SYSTEMS OF ALABAMA | 422.0K -3.1K (-0.7%) | 7.15M -511.7K (-6.7%) | 0.12% -0.001 pp | 0.02% -0.002 pp | USD20.60 -17.7% | 14 qtrs — |
| 68 | POINT72 ASSET MANAGEMENT, L.P. | 408.0K +55.9K (+15.9%) | 6.92M +566.9K (+8.9%) | 0.12% +0.016 pp | 0.01% -0.003 pp | USD17.88 -5.2% | 2 qtrs — |
| 69 | ABRDN PLC | 391.2K +81.3K (+26.2%) | 6.63M +1.1M (+20.5%) | 0.11% +0.023 pp | 0.01% +0.002 pp | USD17.87 -5.1% | 14 qtrs — |
| 70 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 381.4K -6.5K (-1.7%) | 6.47M -529.6K (-7.6%) | 0.11% -0.002 pp | 0.00% 0.000 pp | USD17.61 -3.7% | 14 qtrs — |
| 71 | D. E. SHAW & CO., INC. | 374.7K +333.5K (+807.6%) | 6.35M +5.6M (+753.2%) | 0.11% +0.095 pp | 0.00% +0.003 pp | USD16.89 +0.4% | 14 qtrs — |
| 72 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 327.2K -6.0K (-1.8%) | 5.55M -461.7K (-7.7%) | 0.09% -0.002 pp | 0.00% 0.000 pp | USD19.65 -13.7% | 14 qtrs — |
| 73 | CITIGROUP INC | 326.7K +122.1K (+59.7%) | 5.54M +1.8M (+50.1%) | 0.09% +0.035 pp | 0.00% +0.001 pp | USD16.92 +0.2% | 14 qtrs — |
| 74 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 318.6K -293.0 (-0.1%) | 5.40M -349.4K (-6.1%) | 0.09% 0.000 pp | 0.01% -0.001 pp | USD20.74 -18.3% | 14 qtrs — |
| 75 | LPL FINANCIAL LLC | 315.5K -12.0K (-3.7%) | 5.35M -556.5K (-9.4%) | 0.09% -0.004 pp | 0.00% 0.000 pp | USD18.84 -10.0% | 14 qtrs — |
| 76 | BARCLAYS PLC | 308.9K -413.6K (-57.2%) | 5.24M -7.9M (-60.1%) | 0.09% -0.118 pp | 0.00% -0.002 pp | USD16.86 +0.5% | 14 qtrs — |
| 77 | LOS ANGELES CAPITAL MANAGEMENT LLC | 291.4K -2.2K (-0.7%) | 5.18M -117.5K (-2.2%) | 0.08% -0.001 pp | 0.02% 0.000 pp | USD18.03 -6.0% | 2 qtrs — |
| 78 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 302.6K +— (+0.0%) | 5.13M -326.8K (-6.0%) | 0.09% 0.000 pp | 0.01% -0.001 pp | USD19.90 -14.8% | 14 qtrs — |
| 79 | WELLS FARGO & COMPANY/MN | 288.4K +5.3K (+1.9%) | 4.89M -216.5K (-4.2%) | 0.08% +0.001 pp | 0.00% 0.000 pp | USD18.17 -6.7% | 14 qtrs — |
| 80 | DEKABANK DEUTSCHE GIROZENTRALE | 303.4K +— (+0.0%) | 4.74M -611.0K (-11.4%) | 0.09% 0.000 pp | 0.01% -0.001 pp | USD19.84 -14.6% | 14 qtrs — |
| 81 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 278.6K +9.8K (+3.7%) | 4.72M -123.9K (-2.6%) | 0.08% +0.003 pp | 0.00% 0.000 pp | USD19.70 -14.0% | 14 qtrs — |
| 82 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 272.1K -3.4K (-1.2%) | 4.61M -355.0K (-7.1%) | 0.08% -0.001 pp | 0.01% -0.001 pp | USD20.13 -15.8% | 14 qtrs — |
| 83 | ROYAL BANK OF CANADA | 258.4K -147.7K (-36.4%) | 4.38M -2.9M (-40.2%) | 0.07% -0.042 pp | 0.00% -0.001 pp | USD16.67 +1.7% | 14 qtrs — |
| 84 | COMERICA BANK | 253.5K +1.2K (+0.5%) | 4.30M -252.6K (-5.6%) | 0.07% +0.000 pp | 0.02% +0.000 pp | USD15.15 +11.9% | 10 qtrs — |
| 85 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 237.0K -170.5K (-41.8%) | 4.02M -3.3M (-45.3%) | 0.07% -0.049 pp | 0.51% +0.100 pp | USD17.93 -5.5% | 14 qtrs — |
| 86 | IEQ CAPITAL, LLC | 235.0K +52.8K (+29.0%) | 3.98M +698.9K (+21.3%) | 0.07% +0.015 pp | 0.01% +0.002 pp | USD17.65 -4.0% | 5 qtrs — |
| 87 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 220.5K -22.3K (-9.2%) | 3.74M -639.3K (-14.6%) | 0.06% -0.006 pp | 0.01% -0.002 pp | USD19.34 -12.4% | 14 qtrs — |
| 88 | SG AMERICAS SECURITIES, LLC | 211.7K +127.8K (+152.5%) | 3.59M +2.1M (+137.3%) | 0.06% +0.037 pp | 0.00% -0.001 pp | USD16.90 +0.3% | 14 qtrs — |
| 89 | BESSEMER GROUP INC | 202.5K +180.9K (+837.7%) | 3.43M +3.0M (+780.0%) | 0.06% +0.052 pp | 0.01% +0.005 pp | USD17.08 -0.8% | 14 qtrs — |
| 90 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 197.0K -1.4K (-0.7%) | 3.34M -239.0K (-6.7%) | 0.06% -0.001 pp | 0.04% -0.001 pp | USD20.65 -17.9% | 14 qtrs — |
| 91 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 195.6K -2.2K (-1.1%) | 3.32M -251.8K (-7.1%) | 0.06% -0.001 pp | 0.02% -0.001 pp | USD18.37 -7.7% | 14 qtrs — |
| 92 | STATE OF NEW JERSEY COMMON PENSION FUND D | 193.1K -7.5K (-3.8%) | 3.27M -344.3K (-9.5%) | 0.06% -0.002 pp | 0.01% -0.002 pp | USD19.90 -14.8% | 14 qtrs — |
| 93 | BNP PARIBAS ARBITRAGE, SNC | 190.9K +83.1K (+77.1%) | 3.24M +1.3M (+66.4%) | 0.05% +0.024 pp | 0.00% +0.000 pp | USD16.51 +2.7% | 5 qtrs — |
| 94 | CIBC WORLD MARKET INC. | 188.8K +238.0 (+0.1%) | 3.20M -199.6K (-5.9%) | 0.05% +0.000 pp | 0.01% -0.001 pp | USD16.48 +2.9% | 14 qtrs — |
| 95 | VAN ECK ASSOCIATES CORP | 188.1K +8.9K (+4.9%) | 3.19M -44.0K (-1.4%) | 0.05% +0.003 pp | 0.00% 0.000 pp | USD19.17 -11.6% | 14 qtrs — |
| 96 | AMUNDI | 186.0K +8.4K (+4.7%) | 3.15M +2.0K (+0.1%) | 0.05% +0.002 pp | 0.00% 0.000 pp | USD16.47 +2.9% | 14 qtrs — |
| 97 | FRANKLIN RESOURCES INC | 185.9K -3.1K (-1.7%) | 3.15M -257.3K (-7.5%) | 0.05% -0.001 pp | 0.00% 0.000 pp | USD17.86 -5.1% | 14 qtrs — |
| 98 | METLIFE INVESTMENT MANAGEMENT, LLC | 181.2K -9.0K (-4.7%) | 3.07M -357.2K (-10.4%) | 0.05% -0.003 pp | 0.01% -0.002 pp | USD20.61 -17.8% | 14 qtrs — |
| 99 | CREATIVE PLANNING | 180.7K +9.4K (+5.5%) | 3.06M -26.0K (-0.8%) | 0.05% +0.003 pp | 0.00% 0.000 pp | USD17.62 -3.8% | 14 qtrs — |
| 100 | MACQUARIE GROUP LTD | 176.9K -2.0K (-1.1%) | 3.00M -227.2K (-7.0%) | 0.05% -0.001 pp | 0.01% +0.009 pp | USD18.29 -7.3% | 14 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Global X - SuperDividend REIT ETF SRET | 4.34% | 10.11M | 0.58% |
| 2 | Adaptiv Select ETF ADPV | 4.11% | 6.89M | 1.00% |
| 3 | CresAlta Small and Mid-Cap ETF CVSM | 2.23% | 1.98M | 0.55% |
| 4 | iShares Residential and Multisector Real Estate ETF REZ | 1.42% | 12.48M | 0.48% |
| 5 | Invesco S&P MidCap Low Volatility ETF XMLV | 1.20% | 8.90M | 0.25% |
| 6 | Cohen & Steers Real Estate Active ETF CSRE | 1.12% | 1.18M | 0.70% |
| 7 | Virtus U.S. Dividend ETF VUS | 1.12% | 199.6K | 0.25% |
| 8 | First Trust Small Cap BuyWrite Income ETF FTKI | 1.10% | 276.9K | 0.86% |
| 9 | State Street SPDR Dow Jones REIT ETF RWR | 0.67% | 12.42M | 0.25% |
| 10 | JPMorgan BetaBuilders MSCI US REIT ETF BBRE | 0.64% | 8.02M | 0.11% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-14 | Scott Peter A | Officer | F-InKind | D | Common Stock | 36,029 | 17.84 | 642.8K | 556,422 | D | ↗ |
| 2026-03-06 | Bohjalian Thomas N | Director | P-Purchase | A | Common Stock | 10,000 | 18.09 | 180.9K | 85,520 | D | ↗ |
| 2026-03-04 | Gabbay Daniel | Officer | P-Purchase | A | Common Stock | 10 | 18.74 | 187.40 | 10 | I | ↗ |
| 2026-02-13 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 736 | 17.96 | 13.2K | 198,504 | D | ↗ |
| 2026-02-10 | Scott Peter A | Officer | F-InKind | D | Common Stock | 10,820 | 17.36 | 187.8K | 592,451 | D | ↗ |
| 2026-02-10 | Loope Andrew Edward | Officer | F-InKind | D | Common Stock | 3,650 | 17.36 | 63.4K | 184,486 | D | ↗ |
| 2026-02-10 | Hull Robert E | Officer | F-InKind | D | Common Stock | 4,097 | 17.36 | 71.1K | 297,338 | D | ↗ |
| 2026-02-10 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 2,905 | 17.36 | 50.4K | 199,240 | D | ↗ |
| 2026-02-10 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 1,623 | 17.36 | 28.2K | 135,721 | D | ↗ |
| 2026-02-09 | Scott Peter A | Officer | A-Award | A | Common Stock | 155,867 | 17.13 | 2.67M | 603,271 | D | ↗ |
| 2026-02-09 | Loope Andrew Edward | Officer | F-InKind | D | Common Stock | 2,924 | 17.13 | 50.1K | 188,136 | D | ↗ |
| 2026-02-09 | Hull Robert E | Officer | A-Award | A | Common Stock | 33,859 | 17.13 | 580.0K | 307,350 | D | ↗ |
| 2026-02-09 | Gabbay Daniel | Officer | A-Award | A | Common Stock | 32,107 | 17.13 | 550.0K | 191,158 | D | ↗ |
| 2026-02-09 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 968 | 17.13 | 16.6K | 202,145 | D | ↗ |
| 2026-02-09 | Callaway Amanda L | Officer | A-Award | A | Common Stock | 34,689 | 17.13 | 594.2K | 140,113 | D | ↗ |
| 2026-01-12 | Gabbay Daniel | Officer | A-Award | A | Common Stock | 159,051 | 17.29 | 2.75M | 159,051 | D | ↗ |
| 2026-01-03 | Loope Andrew Edward | Officer | F-InKind | D | Common Stock | 2,275 | 16.95 | 38.6K | 158,472 | D | ↗ |
| 2026-01-03 | Hull Robert E | Officer | F-InKind | D | Common Stock | 5,244 | 16.95 | 88.9K | 273,491 | D | ↗ |
| 2026-01-03 | Helfrich Austen B. | Officer | F-InKind | D | Common Stock | 664 | 16.95 | 11.3K | 98,477 | D | ↗ |
| 2026-01-03 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 1,901 | 16.95 | 32.2K | 170,325 | D | ↗ |
| 2026-01-03 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 2,122 | 16.95 | 36.0K | 105,424 | D | ↗ |
| 2026-01-01 | Scott Peter A | Officer | A-Award | A | Common Stock | 6,640 | 16.94 | 112.5K | 447,404 | D | ↗ |
| 2026-01-01 | Crowley Ryan E. | Officer | A-Award | A | Common Stock | 5,844 | 16.94 | 99.0K | 172,226 | D | ↗ |
| 2025-12-31 | Hull Robert E | Officer | F-InKind | D | Common Stock | 1,156 | 16.95 | 19.6K | 278,735 | D | ↗ |
| 2025-12-31 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 444 | 16.95 | 7.5K | 166,382 | D | ↗ |
| 2025-12-13 | Loope Andrew Edward | Officer | F-InKind | D | Common Stock | 2,686 | 17.18 | 46.1K | 160,747 | D | ↗ |
| 2025-12-13 | Hull Robert E | Officer | F-InKind | D | Common Stock | 5,682 | 17.18 | 97.6K | 279,891 | D | ↗ |
| 2025-12-13 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 908 | 17.18 | 15.6K | 166,826 | D | ↗ |
| 2025-12-13 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 2,481 | 17.18 | 42.6K | 107,546 | D | ↗ |
| 2025-12-11 | Hull Robert E | Officer | F-InKind | D | Common Stock | 3,614 | 17.36 | 62.7K | 285,573 | D | ↗ |
| 2025-12-04 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 992 | 17.46 | 17.3K | 110,027 | D | ↗ |
| 2025-09-05 | Wilson Julie F. | Officer | S-Sale | D | Common Stock | 15,000 | 18.00 | 270.0K | 113,419 | D | ↗ |
| 2025-08-13 | Bohjalian Thomas N | Director | P-Purchase | A | Common Stock | 10,000 | 16.46 | 164.6K | 75,520 | D | ↗ |
| 2025-08-08 | Wilson Julie F. | Officer | F-InKind | D | Common Stock | 32,058 | 16.67 | 534.4K | 128,419 | D | ↗ |
| 2025-05-20 | WOOD DONALD C | Director | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 14,918 | D | ↗ |
| 2025-05-20 | Vasquez Christann M | Director | A-Award | A | Partnership Units | 9,018 | 0.00 | — | 24,589 | D | ↗ |
| 2025-05-20 | RUFRANO GLENN J | Director | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 19,018 | D | ↗ |
| 2025-05-20 | MOORE CONSTANCE B | Director / Officer | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 84,538 | D | ↗ |
| 2025-05-20 | Lyle Peter F SR | Director | A-Award | A | Partnership Units | 16,550 | 0.00 | — | 38,140 | D | ↗ |
| 2025-05-20 | Leupp Jay P | Director | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 42,848 | D | ↗ |
| 2025-05-20 | Kilroy James Joseph IV | Director | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 38,790 | D | ↗ |
| 2025-05-20 | HENRY DAVID | Director | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 9,018 | D | ↗ |
| 2025-05-20 | Gupta Ajay | Director | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 35,378 | D | ↗ |
| 2025-05-20 | Bohjalian Thomas N | Director | A-Award | A | Common Stock | 9,018 | 14.97 | 135.0K | 65,520 | D | ↗ |
| 2025-05-20 | AGEE NANCY H | Director | A-Award | A | Partnership Units | 9,018 | 0.00 | — | 30,780 | D | ↗ |
| 2025-05-13 | Bohjalian Thomas N | Director | P-Purchase | A | Common Stock | 2,500 | 14.71 | 36.8K | 56,502 | D | ↗ |
| 2025-04-15 | Scott Peter A | Officer | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-04-14 | MOORE CONSTANCE B | Director / Officer | F-InKind | D | Common Stock | 18,877 | 15.83 | 298.8K | 75,520 | D | ↗ |
| 2025-02-28 | Hull Robert E | Officer | A-Award | A | Common Stock | 87,565 | 17.13 | 1.50M | 289,187 | D | ↗ |
| 2025-02-28 | Helfrich Austen B. | Officer | A-Award | A | Common Stock | 43,782 | 17.13 | 750.0K | 99,141 | D | ↗ |
| 2025-02-28 | Crowley Ryan E. | Officer | A-Award | A | Common Stock | 43,782 | 17.13 | 750.0K | 167,734 | D | ↗ |
| 2025-02-14 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 923 | 16.49 | 15.2K | 123,952 | D | ↗ |
| 2025-02-11 | Wilson Julie F. | Officer | A-Award | A | Common Stock | 27,829 | 16.17 | 450.0K | 160,477 | D | ↗ |
| 2025-02-11 | Loope Andrew Edward | Officer | A-Award | A | Common Stock | 27,829 | 16.17 | 450.0K | 163,433 | D | ↗ |
| 2025-02-11 | Hull Robert E | Officer | A-Award | A | Common Stock | 30,921 | 16.17 | 500.0K | 201,622 | D | ↗ |
| 2025-02-11 | Helfrich Austen B. | Officer | A-Award | A | Common Stock | 27,829 | 16.17 | 450.0K | 55,359 | D | ↗ |
| 2025-02-11 | Crowley Ryan E. | Officer | A-Award | A | Common Stock | 27,829 | 16.17 | 450.0K | 124,875 | D | ↗ |
| 2025-02-11 | Callaway Amanda L | Officer | A-Award | A | Common Stock | 13,400 | 16.17 | 216.7K | 111,019 | D | ↗ |
| 2025-02-10 | Helfrich Austen B. | Officer | F-InKind | D | Common Stock | 205 | 16.27 | 3.3K | 27,530 | D | ↗ |
| 2025-01-01 | Loope Andrew Edward | Officer | — | — | Common Stock | 0 | 0.00 | — | 135,604 | D | ↗ |
| 2025-01-01 | Helfrich Austen B. | Officer | A-Award | A | Common Stock | 3,984 | 16.94 | 67.5K | 27,735 | D | ↗ |
| 2024-12-31 | Hull Robert E | Officer | F-InKind | D | Common Stock | 699 | 16.95 | 11.8K | 170,701 | D | ↗ |
| 2024-12-31 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 507 | 16.95 | 8.6K | 97,046 | D | ↗ |
| 2024-12-31 | BRYANT JOHN M JR | Officer | F-InKind | D | Common Stock | 51,110 | 16.95 | 866.3K | 169,256 | D | ↗ |
| 2024-12-20 | Leupp Jay P | Director | P-Purchase | A | Common Stock | 1,000 | 16.85 | 16.9K | 33,830 | D | ↗ |
| 2024-12-19 | WOOD DONALD C | Director | P-Purchase | A | Common Stock | 5,900 | 16.86 | 99.5K | 5,900 | D | ↗ |
| 2024-12-17 | Hull Robert E | Officer | S-Sale | D | Common Stock | 8,000 | 17.48 | 139.8K | 173,400 | D | ↗ |
| 2024-12-13 | Lyle Peter F SR | Director | P-Purchase | A | Common Stock | 10,000 | 17.21 | 172.1K | 26,576 | D | ↗ |
| 2024-12-11 | Wilson Julie F. | Officer | F-InKind | D | Common Stock | 5,760 | 17.40 | 100.2K | 132,648 | D | ↗ |
| 2024-12-11 | Hull Robert E | Officer | F-InKind | D | Common Stock | 12,496 | 17.40 | 217.4K | 181,400 | D | ↗ |
| 2024-12-11 | Crowley Ryan E. | Officer | F-InKind | D | Common Stock | 1,541 | 17.40 | 26.8K | 97,553 | D | ↗ |
| 2024-12-11 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 4,108 | 17.40 | 71.5K | 97,619 | D | ↗ |
| 2024-12-11 | BRYANT JOHN M JR | Officer | F-InKind | D | Common Stock | 12,160 | 17.40 | 211.6K | 220,366 | D | ↗ |
| 2024-12-09 | MOORE CONSTANCE B | Director / Officer | A-Award | A | Common Stock | 69,022 | 18.11 | 1.25M | 94,397 | D | ↗ |
| 2024-12-08 | WOOD DONALD C | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-12-08 | RUFRANO GLENN J | Director | — | — | Common Stock | 0 | 0.00 | — | 10,000 | D | ↗ |
| 2024-12-08 | HENRY DAVID | Director | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-12-05 | Callaway Amanda L | Officer | A-Award | A | Common Stock | 8,192 | 18.31 | 150.0K | 101,727 | D | ↗ |
| 2024-11-22 | Bohjalian Thomas N | Director | P-Purchase | A | Common Stock | 4,000 | 17.20 | 68.8K | 54,002 | D | ↗ |
| 2024-10-01 | Helfrich Austen B. | Officer | — | — | Common Stock | 0 | 0.00 | — | 23,751 | D | ↗ |
| 2024-10-01 | Crowley Ryan E. | Officer | — | — | Common Stock | 0 | 0.00 | — | 99,094 | D | ↗ |
| 2024-09-05 | SINGLETON JOHN KNOX | Director | P-Purchase | A | Common Stock | 3,675 | 18.25 | 67.1K | 57,082 | — | ↗ |
| 2024-09-05 | Kilroy James Joseph IV | Director | P-Purchase | A | Common Stock | 12,900 | 18.26 | 235.6K | 25,300 | — | ↗ |
| 2024-09-04 | Bohjalian Thomas N | Director | P-Purchase | A | Common Stock | 14,000 | 17.88 | 250.3K | 42,252 | — | ↗ |
| 2024-08-30 | Lyle Peter F SR | Director | P-Purchase | A | Common Stock | 1,272 | 17.74 | 22.6K | 8,152 | — | ↗ |
| 2024-08-29 | Lyle Peter F SR | Director | P-Purchase | A | Common Stock | 228 | 17.54 | 4.0K | 6,880 | — | ↗ |
| 2024-08-20 | Bohjalian Thomas N | Director | P-Purchase | A | Common Stock | 6,000 | 17.45 | 104.7K | 28,252 | — | ↗ |
| 2024-08-12 | Bohjalian Thomas N | Director | P-Purchase | A | Common Stock | 9,000 | 17.39 | 156.5K | 22,252 | — | ↗ |
| 2024-06-25 | Bohjalian Thomas N | Director | A-Award | A | Common Stock | 8,252 | 16.36 | 135.0K | 13,252 | — | ↗ |
| 2024-05-21 | Vasquez Christann M | Director | A-Award | A | Partnership Units | 8,443 | 0.00 | — | 15,571 | — | ↗ |
| 2024-05-21 | SINGLETON JOHN KNOX | Director | A-Award | A | Common Stock | 8,443 | 15.99 | 135.0K | 52,866 | — | ↗ |
| 2024-05-21 | MOORE CONSTANCE B | Director | A-Award | A | Common Stock | 8,443 | 15.99 | 135.0K | 25,375 | — | ↗ |
| 2024-05-21 | Lyle Peter F SR | Director | A-Award | A | Partnership Units | 14,462 | 0.00 | — | 21,590 | — | ↗ |
| 2024-05-21 | Leupp Jay P | Director | A-Award | A | Common Stock | 8,443 | 15.99 | 135.0K | 32,830 | — | ↗ |
| 2024-05-21 | Kilroy James Joseph IV | Director | A-Award | A | Common Stock | 8,443 | 15.99 | 135.0K | 29,772 | — | ↗ |
| 2024-05-21 | Gupta Ajay | Director | A-Award | A | Common Stock | 8,443 | 15.99 | 135.0K | 26,360 | — | ↗ |
| 2024-05-21 | BOOTH VICKI U | Director | A-Award | A | Common Stock | 8,443 | 15.99 | 135.0K | 43,420 | — | ↗ |
| 2024-05-21 | Abbott John V | Director | A-Award | A | Partnership Units | 8,443 | 0.00 | — | 15,571 | — | ↗ |
| 2024-05-21 | AGEE NANCY H | Director | A-Award | A | Partnership Units | 14,634 | 0.00 | — | 21,762 | — | ↗ |
| 2024-02-13 | Wilson Julie F. | Officer | A-Award | A | Common Stock | 22,175 | 15.22 | 337.5K | 138,408 | — | ↗ |
| 2024-02-13 | Meredith Todd J | Director / Officer | A-Award | A | Common Stock | 100,526 | 15.22 | 1.53M | 737,098 | — | ↗ |
| 2024-02-13 | Hull Robert E | Officer | A-Award | A | Common Stock | 24,639 | 15.22 | 375.0K | 193,896 | — | ↗ |
| 2024-02-13 | Douglas J Christopher | Officer | A-Award | A | Common Stock | 24,639 | 15.22 | 375.0K | 275,958 | — | ↗ |
| 2024-02-13 | Callaway Amanda L | Officer | A-Award | A | Common Stock | 10,677 | 15.22 | 162.5K | 92,745 | — | ↗ |
| 2024-02-13 | BRYANT JOHN M JR | Officer | A-Award | A | Common Stock | 22,175 | 15.22 | 337.5K | 232,526 | — | ↗ |
| 2024-02-01 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 767 | 16.57 | 12.7K | 82,068 | — | ↗ |
| 2023-12-31 | Meredith Todd J | Director / Officer | F-InKind | D | Common Stock | 3,105 | 17.23 | 53.5K | 636,572 | — | ↗ |
| 2023-12-31 | BRYANT JOHN M JR | Officer | F-InKind | D | Common Stock | 1,862 | 17.23 | 32.1K | 210,351 | — | ↗ |
| 2023-12-19 | Hull Robert E | Officer | S-Sale | D | Common Stock | 25,394 | 17.01 | 432.0K | 169,257 | — | ↗ |
| 2023-12-15 | Wilson Julie F. | Officer | S-Sale | D | Common Stock | 4,100 | 17.30 | 70.9K | 116,233 | — | ↗ |
| 2023-12-11 | Wilson Julie F. | Officer | F-InKind | D | Common Stock | 7,988 | 15.79 | 126.1K | 120,333 | — | ↗ |
| 2023-12-11 | Meredith Todd J | Director / Officer | F-InKind | D | Common Stock | 20,193 | 15.79 | 318.8K | 639,677 | — | ↗ |
| 2023-12-11 | Hull Robert E | Officer | F-InKind | D | Common Stock | 12,478 | 15.79 | 197.0K | 194,651 | — | ↗ |
| 2023-12-11 | Douglas J Christopher | Officer | F-InKind | D | Common Stock | 12,478 | 15.79 | 197.0K | 251,319 | — | ↗ |
| 2023-12-11 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 4,065 | 15.79 | 64.2K | 82,835 | — | ↗ |
| 2023-12-11 | BRYANT JOHN M JR | Officer | F-InKind | D | Common Stock | 12,142 | 15.79 | 191.7K | 212,213 | — | ↗ |
| 2023-08-16 | SINGLETON JOHN KNOX | Director | P-Purchase | A | Common Stock | 31,500 | 17.11 | 539.0K | 50,582 | — | ↗ |
| 2023-06-05 | Vasquez Christann M | Director | A-Award | A | Partnership Units | 7,128 | 0.00 | — | 7,128 | — | ↗ |
| 2023-06-05 | SINGLETON JOHN KNOX | Director | A-Award | A | Partnership Units | 22,228 | 0.00 | — | 22,228 | — | ↗ |
| 2023-06-05 | MOORE CONSTANCE B | Director | A-Award | A | Common Stock | 7,128 | 18.94 | 135.0K | 16,932 | — | ↗ |
| 2023-06-05 | Lyle Peter F SR | Director | A-Award | A | Partnership Units | 7,128 | 0.00 | — | 7,128 | — | ↗ |
| 2023-06-05 | Leupp Jay P | Director | A-Award | A | Common Stock | 7,128 | 18.94 | 135.0K | 24,387 | — | ↗ |
| 2023-06-05 | Kilroy James Joseph IV | Director | A-Award | A | Common Stock | 7,128 | 18.94 | 135.0K | 21,329 | — | ↗ |
| 2023-06-05 | Gupta Ajay | Director | A-Award | A | Common Stock | 7,128 | 18.94 | 135.0K | 17,917 | — | ↗ |
| 2023-06-05 | Braman Edward Hall | Director | A-Award | A | Common Stock | 7,128 | 18.94 | 135.0K | 35,693 | — | ↗ |
| 2023-06-05 | BOOTH VICKI U | Director | A-Award | A | Common Stock | 7,128 | 18.94 | 135.0K | 34,977 | — | ↗ |
| 2023-06-05 | BLAIR W BRADLEY II | Director | A-Award | A | Partnership Units | 7,128 | 0.00 | — | 7,128 | — | ↗ |
| 2023-06-05 | Abbott John V | Director | A-Award | A | Partnership Units | 7,128 | 0.00 | — | 7,128 | — | ↗ |
| 2023-06-05 | AGEE NANCY H | Director | A-Award | A | Partnership Units | 7,128 | 0.00 | — | 7,128 | — | ↗ |
| 2023-03-08 | Kilroy James Joseph IV | Director | P-Purchase | A | Common Stock | 2,400 | 19.02 | 45.6K | 26,601 | — | ↗ |
| 2023-03-06 | Kilroy James Joseph IV | Director | P-Purchase | A | Common Stock | 10,000 | 19.27 | 192.7K | 24,201 | — | ↗ |
| 2023-02-02 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 336 | 21.95 | 7.4K | 86,900 | — | ↗ |
| 2023-01-04 | Wilson Julie F. | Officer | A-Award | A | Common Stock | 17,642 | 19.13 | 337.5K | 128,321 | — | ↗ |
| 2023-01-04 | Meredith Todd J | Officer | A-Award | A | Common Stock | 59,984 | 19.13 | 1.15M | 659,870 | — | ↗ |
| 2023-01-04 | Hull Robert E | Officer | A-Award | A | Common Stock | 19,603 | 19.13 | 375.0K | 207,129 | — | ↗ |
| 2023-01-04 | Douglas J Christopher | Officer | A-Award | A | Common Stock | 19,603 | 19.13 | 375.0K | 263,797 | — | ↗ |
| 2023-01-04 | Callaway Amanda L | Officer | A-Award | A | Common Stock | 8,495 | 19.13 | 162.5K | 87,236 | — | ↗ |
| 2023-01-04 | BRYANT JOHN M JR | Officer | A-Award | A | Common Stock | 17,642 | 19.13 | 337.5K | 224,355 | — | ↗ |
| 2023-01-01 | Douglas J Christopher | Officer | A-Award | A | Common Stock | 5,296 | 18.88 | 100.0K | 244,194 | — | ↗ |
| 2022-12-31 | Meredith Todd J | Officer | F-InKind | D | Common Stock | 3,155 | 19.27 | 60.8K | 599,886 | — | ↗ |
| 2022-12-31 | Hull Robert E | Officer | F-InKind | D | Common Stock | 265 | 19.27 | 5.1K | 187,526 | — | ↗ |
| 2022-12-31 | BRYANT JOHN M JR | Officer | F-InKind | D | Common Stock | 1,892 | 19.27 | 36.5K | 206,713 | — | ↗ |
| 2022-12-13 | Hull Robert E | Officer | S-Sale | D | Common Stock | 7,341 | 20.13 | 147.8K | 187,791 | — | ↗ |
| 2022-12-13 | BRYANT JOHN M JR | Officer | S-Sale | D | Common Stock | 6,800 | 20.13 | 136.9K | 208,605 | — | ↗ |
| 2022-12-12 | Wilson Julie F. | Officer | A-Award | A | Common Stock | 23,041 | 19.53 | 450.0K | 110,679 | — | ↗ |
| 2022-12-12 | Meredith Todd J | Officer | A-Award | A | Common Stock | 43,523 | 19.53 | 850.0K | 603,041 | — | ↗ |
| 2022-12-12 | Hull Robert E | Officer | A-Award | A | Common Stock | 25,602 | 19.53 | 500.0K | 195,132 | — | ↗ |
| 2022-12-12 | Douglas J Christopher | Officer | A-Award | A | Common Stock | 25,602 | 19.53 | 500.0K | 238,898 | — | ↗ |
| 2022-12-12 | BRYANT JOHN M JR | Officer | A-Award | A | Common Stock | 23,041 | 19.53 | 450.0K | 215,405 | — | ↗ |
| 2022-12-10 | Wilson Julie F. | Officer | F-InKind | D | Common Stock | 5,447 | 19.69 | 107.3K | 87,638 | — | ↗ |
| 2022-12-10 | Meredith Todd J | Officer | F-InKind | D | Common Stock | 25,746 | 19.69 | 506.9K | 559,518 | — | ↗ |
| 2022-12-10 | Hull Robert E | Officer | F-InKind | D | Common Stock | 16,209 | 19.69 | 319.2K | 169,530 | — | ↗ |
| 2022-12-10 | Douglas J Christopher | Officer | F-InKind | D | Common Stock | 16,209 | 19.69 | 319.2K | 213,296 | — | ↗ |
| 2022-12-10 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 6,443 | 19.69 | 126.9K | 78,741 | — | ↗ |
| 2022-12-10 | BRYANT JOHN M JR | Officer | F-InKind | D | Common Stock | 16,209 | 19.69 | 319.2K | 192,364 | — | ↗ |
| 2022-07-20 | Wilson Julie F. | Officer | D-Return | D | Common Stock | 93,085 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Vasquez Christann M | Director | D-Return | D | Common Stock | 28,535 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | SINGLETON JOHN KNOX | Director | D-Return | D | Common Stock | 19,083 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Meredith Todd J | Director / Officer | D-Return | D | Common Stock | 585,264 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Lyle Peter F SR | Director | D-Return | D | Common Stock | 6,652 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Kilroy James Joseph IV | Director | D-Return | D | Common Stock | 9,921 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Hull Robert E | Officer | D-Return | D | Common Stock | 16 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Gupta Ajay | Director | D-Return | D | Common Stock | 6,509 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Douglas J Christopher | Officer | D-Return | D | Common Stock | 229,505 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Callaway Amanda L | Officer | D-Return | D | Common Stock | 85,184 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Braman Edward Hall | Director | D-Return | D | Common Stock | 24,285 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | BRYANT JOHN M JR | Officer | D-Return | D | Common Stock | 208,574 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | Abbott John V | Director | D-Return | D | Common Stock | 13,161 | 0.00 | — | 0 | — | ↗ |
| 2022-07-20 | AGEE NANCY H | Director | D-Return | D | Common Stock | 31,789 | 0.00 | — | 0 | — | ↗ |
| 2022-05-13 | Vasquez Christann M | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 28,535 | — | ↗ |
| 2022-05-13 | SINGLETON JOHN KNOX | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 38,197 | — | ↗ |
| 2022-05-13 | Lyle Peter F SR | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 12,296 | — | ↗ |
| 2022-05-13 | Kilroy James Joseph IV | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 9,921 | — | ↗ |
| 2022-05-13 | Gupta Ajay | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 6,509 | — | ↗ |
| 2022-05-13 | Braman Edward Hall | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 24,285 | — | ↗ |
| 2022-05-13 | Abbott John V | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 13,161 | — | ↗ |
| 2022-05-13 | AGEE NANCY H | Director | A-Award | A | Common Stock | 3,355 | 29.80 | 100.0K | 31,789 | — | ↗ |
| 2022-03-11 | MOORE CONSTANCE B | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-03-11 | Block Reshma | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-02-28 | Milligan Robert A | Officer | A-Award | A | Common Stock | 31,082 | 31.04 | 964.8K | 207,896 | — | ↗ |
| 2022-02-28 | Houghton Amanda | Officer | A-Award | A | Common Stock | 23,312 | 31.04 | 723.6K | 119,201 | — | ↗ |
| 2022-02-22 | Wilson Julie F. | Officer | A-Award | A | Common Stock | 10,586 | 30.85 | 326.6K | 93,085 | — | ↗ |
| 2022-02-22 | Meredith Todd J | Director / Officer | A-Award | A | Common Stock | 29,562 | 30.85 | 912.0K | 585,264 | — | ↗ |
| 2022-02-22 | Hull Robert E | Officer | A-Award | A | Common Stock | 14,294 | 30.85 | 441.0K | 185,739 | — | ↗ |
| 2022-02-22 | Douglas J Christopher | Officer | A-Award | A | Common Stock | 15,089 | 30.85 | 465.5K | 229,505 | — | ↗ |
| 2022-02-22 | Callaway Amanda L | Officer | A-Award | A | Common Stock | 6,879 | 30.85 | 212.2K | 85,184 | — | ↗ |
| 2022-02-22 | BRYANT JOHN M JR | Officer | A-Award | A | Common Stock | 14,294 | 30.85 | 441.0K | 208,574 | — | ↗ |
| 2022-02-03 | Callaway Amanda L | Officer | F-InKind | D | Common Stock | 249 | 30.70 | 7.6K | 78,305 | — | ↗ |
| 2022-01-05 | Milligan Robert A | Officer | F-InKind | D | Common Stock | 7,282 | 33.83 | 246.4K | 176,814 | — | ↗ |
| 2022-01-05 | Houghton Amanda | Officer | F-InKind | D | Common Stock | 5,349 | 33.83 | 181.0K | 95,889 | — | ↗ |
| 2022-01-03 | Wilson Julie F. | Officer | A-Award | A | Common Stock | 17,308 | 31.48 | 544.9K | 82,499 | — | ↗ |
| 2022-01-03 | Meredith Todd J | Director / Officer | A-Award | A | Common Stock | 55,263 | 31.48 | 1.74M | 555,702 | — | ↗ |
| 2022-01-03 | Hull Robert E | Officer | A-Award | A | Common Stock | 20,920 | 31.48 | 658.6K | 171,445 | — | ↗ |
| 2022-01-03 | Douglas J Christopher | Officer | A-Award | A | Common Stock | 21,420 | 31.48 | 674.3K | 214,416 | — | ↗ |
| 2022-01-03 | Callaway Amanda L | Officer | A-Award | A | Common Stock | 9,705 | 31.48 | 305.5K | 78,554 | — | ↗ |
| 2022-01-03 | BRYANT JOHN M JR | Officer | A-Award | A | Common Stock | 19,729 | 31.48 | 621.1K | 194,280 | — | ↗ |
| 2022-01-02 | Milligan Robert A | Officer | F-InKind | D | Common Stock | 10,625 | 33.39 | 354.8K | 184,096 | — | ↗ |
| 2022-01-02 | Houghton Amanda | Officer | F-InKind | D | Common Stock | 9,069 | 33.39 | 302.8K | 101,238 | — | ↗ |
| 2022-01-01 | Douglas J Christopher | Officer | A-Award | A | Common Stock | 3,180 | 31.43 | 99.9K | 192,996 | — | ↗ |
| 2021-12-31 | Meredith Todd J | Director / Officer | F-InKind | D | Common Stock | 3,245 | 31.64 | 102.7K | 500,439 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Peter A. Scott President and Chief Executive Officer, effective April 15, 2025 | 534.1K | — | 10.34M | — | 1.98M | — | 12.86M | 80.41% | ↗ |
| 2 | 2025 | Robert E. Hull Executive Vice President and Chief Operating Officer | 500.0K | — | 2.90M | — | 1.31M | 11.8K | 4.72M | 61.45% | ↗ |
| 3 | 2025 | Austen B. Helfrich Former Executive Vice President and Chief Financial Officer, effective October 1, 2024 through January 11, 2026 | 405.0K | — | 2.09M | — | 1.30M | — | 3.79M | 55.16% | ↗ |
| 4 | 2025 | Ryan E. Crowley Executive Vice President and Chief Investments Officer, effectiv e October 1, 2024 | 450.0K | — | 2.01M | — | 1.24M | — | 3.70M | 54.37% | ↗ |
| 5 | 2025 | Julie F. Wilson Former Executive Vice President and Chief Administrative Officer through December 31, 2025 | 450.0K | — | 1.27M | — | 1.06M | 709.8K | 3.49M | 36.48% | ↗ |
| 6 | 2025 | Andrew E. Loope Executive Vice President, General Counsel, and Secretary, effective January 1, 2025 | 450.0K | — | 1.26M | — | 1.12M | — | 2.83M | 44.61% | ↗ |
| 7 | 2025 | Constance B. Moore Former Interim President and Chief Executive Officer, effective November 11, 2024 through April 14, 2025 | 705.0K | — | — | — | — | — | 705.0K | 0.00% | ↗ |
| 8 | 2024 | Todd J. Meredith Former President and Chief Executive Officer, through November 10, 2024 | 730.9K | — | 5.44M | — | 872.1K | 411.9K | 7.45M | 72.96% | ↗ |
| 9 | 2024 | Robert E. Hull Executive Vice President, Investments | 500.0K | — | 1.33M | — | 1.01M | — | 2.84M | 46.93% | ↗ |
| 10 | 2024 | Robert E. Hull Executive Vice President and Chief Operating Officer | 500.0K | — | 1.33M | — | 1.01M | — | 2.84M | 46.93% | ↗ |
| 11 | 2024 | Julie F. Wilson Executive Vice President, Operations | 450.0K | — | 1.20M | — | 875.7K | — | 2.53M | 47.50% | ↗ |
| 12 | 2024 | Julie F. Wilson Former Executive Vice President and Chief Administrative Officer through December 31, 2025 | 450.0K | — | 1.20M | — | 875.7K | — | 2.53M | 47.50% | ↗ |
| 13 | 2024 | J. Christopher Douglas Former Executive Vice President and Chief Financial Officer, through September 30, 2024 | 376.9K | — | 1.33M | — | 241.3K | 574.3K | 2.52M | 52.77% | ↗ |
| 14 | 2024 | John M. Bryant, Jr. Former Executive Vice President and General Counsel, through December 31, 2024 | 450.0K | — | 1.20M | — | 847.1K | — | 2.50M | 48.04% | ↗ |
| 15 | 2024 | Constance B. Moore Former Interim President and Chief Executive Officer, effective November 11, 2024 through April 14, 2025 | 363.8K | 312.5K | 1.38M | — | — | — | 2.06M | 67.19% | ↗ |
| 16 | 2024 | Constance B. Moore* Interim President and Chief Executive Officer, effective November 11, 2024 | 363.8K | 312.5K | 1.38M | — | — | — | 2.06M | 67.19% | ↗ |
| 17 | 2024 | Ryan E. Crowley Executive Vice President and Chief Investments Officer, effectiv e October 1, 2024 | 287.5K | — | 795.5K | — | 398.4K | — | 1.48M | 53.70% | ↗ |
| 18 | 2024 | Austen B. Helfrich Former Executive Vice President and Chief Financial Officer, effective October 1, 2024 through January 11, 2026 | 327.0K | — | 301.8K | — | 217.1K | — | 845.9K | 35.68% | ↗ |
| 19 | 2024 | Austen B. Helfrich Executive Vice President and Chief Financial Officer, effective October 1, 2024 | 327.0K | — | 301.8K | — | 217.1K | — | 845.9K | 35.68% | ↗ |
| 20 | 2023 | Todd J. Meredith President and Chief Executive Officer | 850.0K | — | 4.38M | — | 1.05M | — | 6.28M | 69.76% | ↗ |
| 21 | 2023 | Todd J. Meredith Former President and Chief Executive Officer, through November 10, 2024 | 850.0K | — | 4.38M | — | 1.05M | — | 6.28M | 69.76% | ↗ |
| 22 | 2023 | J. Christopher Douglas Former Executive Vice President and Chief Financial Officer, through September 30, 2024 | 450.0K | — | 1.53M | — | 583.2K | — | 2.56M | 59.72% | ↗ |
| 23 | 2023 | J. Christopher Douglas Executive Vice President and Chief Financial Officer | 450.0K | — | 1.53M | — | 583.2K | — | 2.56M | 59.72% | ↗ |
| 24 | 2023 | Robert E. Hull Executive Vice President and Chief Operating Officer | 500.0K | — | 1.43M | — | 583.2K | — | 2.51M | 56.93% | ↗ |
| 25 | 2023 | Robert E. Hull Executive Vice President, Investments | 500.0K | — | 1.43M | — | 583.2K | — | 2.51M | 56.93% | ↗ |
| 26 | 2023 | Robert E. Hull Executive Vice President, Investments | 500.0K | — | 1.43M | — | 583.2K | — | 2.51M | 56.93% | ↗ |
| 27 | 2023 | Julie F. Wilson Former Executive Vice President and Chief Administrative Officer through December 31, 2025 | 450.0K | — | 1.29M | — | 524.9K | — | 2.26M | 56.93% | ↗ |
| 28 | 2023 | Julie F. Wilson Executive Vice President, Operations | 450.0K | — | 1.29M | — | 524.9K | — | 2.26M | 56.93% | ↗ |
| 29 | 2023 | Julie F. Wilson Executive Vice President, Operations | 450.0K | — | 1.29M | — | 524.9K | — | 2.26M | 56.93% | ↗ |
| 30 | 2023 | John M. Bryant, Jr. Executive Vice President and General Counsel | 450.0K | — | 1.29M | — | 472.3K | — | 2.21M | 58.28% | ↗ |
| 31 | 2023 | John M. Bryant, Jr. Former Executive Vice President and General Counsel, through December 31, 2024 | 450.0K | — | 1.29M | — | 472.3K | — | 2.21M | 58.28% | ↗ |
| 32 | 2022 | Todd J. Meredith Former President and Chief Executive Officer, through November 10, 2024 | 850.0K | — | 6.32M | — | 1.42M | — | 8.60M | 73.56% | ↗ |
| 33 | 2022 | Todd J. Meredith President and Chief Executive Officer | 850.0K | — | 6.32M | — | 1.42M | — | 8.60M | 73.56% | ↗ |
| 34 | 2022 | J. Christopher Douglas Former Executive Vice President and Chief Financial Officer, through September 30, 2024 | 450.0K | — | 2.66M | — | 753.4K | — | 3.87M | 68.88% | ↗ |
| 35 | 2022 | J. Christopher Douglas Executive Vice President and Chief Financial Officer | 450.0K | — | 2.66M | — | 753.4K | — | 3.87M | 68.88% | ↗ |
| 36 | 2022 | Robert E. Hull Executive Vice President, Investments | 500.0K | — | 2.52M | — | 753.4K | 12.6K | 3.79M | 66.59% | ↗ |
| 37 | 2022 | Robert E. Hull Executive Vice President, Investments | 500.0K | — | 2.52M | — | 753.4K | 12.6K | 3.79M | 66.59% | ↗ |
| 38 | 2022 | John M. Bryant, Jr. Former Executive Vice President and General Counsel, through December 31, 2024 | 450.0K | — | 2.34M | — | 678.0K | — | 3.47M | 67.50% | ↗ |
| 39 | 2022 | John M. Bryant, Jr. Executive Vice President and General Counsel | 450.0K | — | 2.34M | — | 678.0K | — | 3.47M | 67.50% | ↗ |
| 40 | 2022 | Julie F. Wilson Executive Vice President, Operations | 450.0K | — | 2.15M | — | 678.0K | — | 3.28M | 65.61% | ↗ |
| 41 | 2022 | Julie F. Wilson Executive Vice President, Operations | 450.0K | — | 2.15M | — | 678.0K | — | 3.28M | 65.61% | ↗ |
| 42 | 2021 | Todd J. Meredith President and Chief Executive Officer | 800.0K | — | 952.0K | — | 1.38M | 108.2K | 3.24M | 29.35% | ↗ |
| 43 | 2021 | Robert E. Hull Executive Vice President, Investments | 337.5K | — | 684.0K | — | 667.1K | 67.5K | 1.76M | 38.95% | ↗ |
| 44 | 2021 | J. Christopher Douglas Executive Vice President and Chief Financial Officer | 451.3K | — | 531.9K | — | 704.2K | 67.5K | 1.75M | 30.31% | ↗ |
| 45 | 2021 | John M. Bryant, Jr. Executive Vice President and General Counsel | 378.0K | — | 567.0K | — | 667.1K | 21.1K | 1.63M | 34.71% | ↗ |
| 46 | 2021 | Julie F. Wilson Executive Vice President, Operations | 387.5K | — | 221.0K | — | 557.6K | 38.2K | 1.20M | 18.35% | ↗ |
| 47 | 2020 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 975.0K | — | 3.34M | — | 1.71M | 15.5K | 6.04M | 55.33% | ↗ |
| 48 | 2020 | Todd J. Meredith President and Chief Executive Officer | 800.0K | — | 816.7K | — | 1.14M | 63.8K | 2.82M | 28.92% | ↗ |
| 49 | 2020 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 600.0K | — | 927.7K | — | 525.0K | 23.7K | 2.08M | 44.68% | ↗ |
| 50 | 2020 | Robert E. Hull Executive Vice President, Investments | 337.5K | — | 617.4K | — | 551.3K | 77.9K | 1.58M | 38.98% | ↗ |
| 51 | 2020 | Amanda L. Houghton Executive Vice President - Asset Management | 450.0K | — | 737.6K | — | 339.8K | 26.1K | 1.55M | 47.48% | ↗ |
| 52 | 2020 | J. Christopher Douglas Executive Vice President and Chief Financial Officer | 475.0K | — | 414.3K | — | 581.9K | 61.2K | 1.53M | 27.04% | ↗ |
| 53 | 2020 | John M. Bryant, Jr. Executive Vice President and General Counsel | 378.0K | — | 500.5K | — | 551.3K | 46.5K | 1.48M | 33.90% | ↗ |
| 54 | 2019 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 900.0K | — | 3.73M | — | 1.79M | 23.1K | 6.44M | 57.84% | ↗ |
| 55 | 2019 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 500.0K | — | 1.04M | — | 498.0K | 18.7K | 2.05M | 50.45% | ↗ |
| 56 | 2019 | Amanda L. Houghton Executive Vice President - Asset Management | 425.0K | — | 879.8K | — | 397.8K | 23.7K | 1.73M | 50.96% | ↗ |
| 57 | 2018 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 900.0K | — | 4.66M | — | 1.30M | 17.9K | 6.87M | 67.78% | ↗ |
| 58 | 2018 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 500.0K | — | 1.42M | — | 360.0K | 17.1K | 2.30M | 61.82% | ↗ |
| 59 | 2018 | Amanda L. Houghton Executive Vice President - Asset Management | 425.0K | — | 1.00M | — | 306.0K | 18.5K | 1.75M | 57.16% | ↗ |
| 60 | 2017 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 900.0K | 2.00M | 3.00M | — | 2.57M | 17.0K | 8.49M | 35.33% | ↗ |
| 61 | 2017 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 400.0K | 1.00M | 700.0K | — | — | 17.6K | 2.12M | 33.06% | ↗ |
| 62 | 2017 | Amanda L. Houghton Executive Vice President - Asset Management | 300.0K | — | 300.0K | — | 430.5K | 17.6K | 1.05M | 28.62% | ↗ |
| 63 | 2017 | Mark D. Engstrom Executive Vice President - Acquisitions | 201.9K | — | 300.0K | — | — | 225.7K | 727.6K | 41.23% | ↗ |
| 64 | 2016 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 850.0K | — | 7.11M | — | 2.35M | 19.6K | 10.33M | 68.87% | ↗ |
| 65 | 2016 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 350.0K | 100.0K | 800.0K | — | 490.0K | 17.7K | 1.76M | 45.52% | ↗ |
| 66 | 2016 | Mark D. Engstrom Executive Vice President - Acquisitions | 350.0K | — | 400.0K | — | 340.6K | 17.7K | 1.11M | 36.09% | ↗ |
| 67 | 2016 | Amanda L. Houghton Executive Vice President - Asset Management | 274.0K | — | 400.0K | — | 250.0K | 17.7K | 941.7K | 42.48% | ↗ |
| 68 | 2015 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 800.0K | — | 2.40M | — | 1.60M | 19.4K | 4.82M | 49.80% | ↗ |
| 69 | 2015 | Amanda L. Houghton Executive Vice President - Asset Management | 297.9K | — | 400.0K | — | 300.0K | 17.5K | 1.02M | 39.39% | ↗ |
| 70 | 2015 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 300.0K | — | 300.0K | — | 300.0K | 17.5K | 917.5K | 32.70% | ↗ |
| 71 | 2015 | Mark D. Engstrom Executive Vice President - Acquisitions | 325.0K | — | 300.0K | — | 200.0K | 17.5K | 842.5K | 35.61% | ↗ |
| 72 | 2014 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 800.0K | — | 2.36M | — | 2.35M | 16.5K | 5.53M | 42.68% | ↗ |
| 73 | 2014 | Mark D. Engstrom Executive Vice President - Acquisitions | 325.0K | — | 393.2K | — | 349.4K | 26.9K | 1.09M | 35.93% | ↗ |
| 74 | 2014 | Amanda L. Houghton Executive Vice President - Asset Management | 275.0K | — | 319.5K | — | 385.0K | 26.9K | 1.01M | 31.74% | ↗ |
| 75 | 2014 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 237.1K | — | 246.0K | — | 312.0K | 12.6K | 807.7K | 30.46% | ↗ |
| 76 | 2014 | Robert A. Milligan Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 237.1K | — | 246.0K | — | 312.0K | 12.6K | 807.7K | 30.46% | ↗ |
| 77 | 2014 | Kellie S. Pruitt Former Chief Financial Officer, Secretary and Treasurer | 262.5K | — | 459.3K | — | — | 34.0K | 755.8K | 60.77% | ↗ |
| 78 | 2013 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 800.0K | — | 2.51M | — | 1.30M | 14.2K | 4.62M | 54.26% | ↗ |
| 79 | 2013 | Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) | 800.0K | — | 2.51M | — | 1.30M | 14.2K | 4.62M | 54.26% | ↗ |
| 80 | 2013 | Mark D. Engstrom Executive Vice President - Acquisitions | 325.0K | — | — | — | 350.0K | 24.4K | 699.4K | 0.00% | ↗ |
| 81 | 2013 | Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 350.0K | — | — | — | 300.0K | 24.4K | 674.4K | 0.00% | ↗ |
| 82 | 2013 | Kellie S. Pruitt Former Chief Financial Officer, Secretary and Treasurer | 350.0K | — | — | — | 300.0K | 24.4K | 674.4K | 0.00% | ↗ |
| 83 | 2013 | Amanda L. Houghton Executive Vice President - Asset Management | 275.0K | — | — | — | 250.0K | 24.4K | 549.4K | 0.00% | ↗ |
| 84 | 2012 | Scott D. Peters Chief Executive Officer, President and Chairman (Principal Executive Officer) | 750.0K | 4.54M | 8.47M | — | — | 152.3K | 13.91M | 60.87% | ↗ |
| 85 | 2012 | Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) | 750.0K | 4.54M | 8.47M | — | — | 152.3K | 13.91M | 60.87% | ↗ |
| 86 | 2012 | Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 300.0K | 300.0K | 2.36M | — | — | 85.8K | 3.05M | 77.52% | ↗ |
| 87 | 2012 | Kellie S. Pruitt Former Chief Financial Officer, Secretary and Treasurer | 300.0K | 300.0K | 2.36M | — | — | 85.8K | 3.05M | 77.52% | ↗ |
| 88 | 2012 | Mark D. Engstrom Executive Vice President - Acquisitions | 300.0K | 225.0K | 2.02M | — | — | 85.8K | 2.63M | 76.82% | ↗ |
| 89 | 2012 | Amanda L. Houghton Executive Vice President - Asset Management | 214.6K | 175.0K | 1.90M | — | — | 44.7K | 2.33M | 81.36% | ↗ |
| 90 | 2011 | Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) | 750.0K | 2.24M | 1.60M | — | — | 302.7K | 4.89M | 32.69% | ↗ |
| 91 | 2011 | Mark D. Engstrom Executive Vice President - Acquisitions | 300.0K | 200.0K | 800.0K | — | — | 125.2K | 1.43M | 56.13% | ↗ |
| 92 | 2011 | Mark D. Engstrom Executive Vice President — Acquisitions | 300.0K | 200.0K | 800.0K | — | — | 125.2K | 1.43M | 56.13% | ↗ |
| 93 | 2011 | Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 300.0K | 200.0K | 800.0K | — | — | 123.3K | 1.42M | 56.21% | ↗ |
| 94 | 2011 | Executive Vice President — | 165.0K | 75.0K | 50.0K | — | — | 22.7K | 312.7K | 15.99% | ↗ |
| 95 | 2011 | Amanda L. Houghton Executive Vice President - Asset Management | 165.0K | 75.0K | 50.0K | — | — | 22.7K | 312.7K | 15.99% | ↗ |
| 96 | 2010 | Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) | 655.2K | 1.83M | 1.10M | — | — | 217.0K | 3.80M | 28.97% | ↗ |
| 97 | 2010 | Scott D. Peters Chief Executive Officer, President and Chairman of the | 655.2K | 1.50M | — | — | — | — | 3.80M | 0.00% | ↗ |
| 98 | 2010 | Mark D. Engstrom Executive Vice President — Acquisitions | 275.0K | 275.0K | 500.0K | — | — | 41.9K | 1.09M | 45.79% | ↗ |
| 99 | 2010 | Mark D. Engstrom Executive Vice President - Acquisitions | 275.0K | 275.0K | 500.0K | — | — | 41.9K | 1.09M | 45.79% | ↗ |
| 100 | 2010 | Mark D. Engstrom Executive Vice President — | 275.0K | 275.0K | — | — | — | — | 1.09M | 0.00% | ↗ |
| 101 | 2010 | Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 207.9K | 225.0K | 500.0K | — | — | 40.6K | 973.5K | 51.36% | ↗ |
| 102 | 2009 | Scott D. Peters Chief Executive Officer, President and Chairman of the | 504.8K | 1.20M | — | — | — | — | 2.90M | 0.00% | ↗ |
| 103 | 2009 | Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) | 504.8K | 1.20M | 750.0K | — | 375.0K | 67.6K | 2.90M | 25.89% | ↗ |
| 104 | 2009 | Mark D. Engstrom Executive Vice President — Acquisitions | 252.4K | 110.0K | 400.0K | — | — | 26.6K | 789.0K | 50.70% | ↗ |
| 105 | 2009 | Mark D. Engstrom Executive Vice President — Acquisitions | 252.4K | 110.0K | — | — | — | — | 789.0K | 0.00% | ↗ |
| 106 | 2009 | Kellie S. Pruitt Chief Financial Officer, Secretary and Treasurer (Principal Financial Officer) | 168.9K | 125.0K | 250.0K | — | — | 3.0K | 547.0K | 45.71% | ↗ |
| 107 | 2008 | Scott D. Peters Chief Executive Officer, President and Chairman of the Board (Principal Executive Officer) | 148.3K | 58.3K | 400.0K | — | — | 2.3K | 608.9K | 65.69% | ↗ |
| 108 | 2008 | Scott D. Peters Chief Executive Officer, President and Chairman of the | 148.3K | 58.3K | — | — | — | — | 608.9K | 0.00% | ↗ |
| 109 | 2008 | Scott D. Peters Chief Executive Officer and President | 148.3K | 58.3K | 17.0K | — | — | 2.3K | 226.0K | 7.54% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Peter A. Scott | President, Chief Executive Officer & Director | 3M | male |
| Robert E. Hull | Executive Vice President & Chief Operating Officer | 2M | male |
| Ryan E. Crowley | Executive Vice President & Chief Investment Officer | 2M | male |
| Andrew E. Loope | Executive VP, General Counsel & Secretary | 2M | male |
| Daniel Gabbay | Executive Vice President & Chief Financial Officer | 544.1K | male |
| Ronald Hubbard | Vice President of Investor Relations | — | male |
| Amanda L. Callaway | Senior Vice President & Chief Accounting Officer | — | female |
| Tonya Scharf | Senior VP & Senior General Counsel | — | female |
| Bethany A. Mancini | Associate Vice President of Corporate Communications | — | female |
| Doris Lo | First Vice President of Corporate Finance | — | female |
| Jameson J. Bennett | First VP & Director of Corporate Finance | — | male |
| Rob Tanner | First Vice President of Technology and Analytics | — | — |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2022-07-20 | 2022-08-22 | Gary Peters | MI | Self | Exchange | $1,001 - $15,000 | ↗ |
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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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