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HealthStream, Inc. (HSTM)

USD28.78 +0.36 (+1.25%)
US NASDAQ Healthcare Medical - Healthcare Information Services
Address 500 11th Avenue North 37203
Nashville, TN, US
CEO Robert A. Frist Jr.
IPO 2000-04-11
CIK 1095565 ISIN US42222N1037

Explore sections of this company profile

Description

HealthStream, Inc., established in 1990 and headquartered in Nashville, Tennessee, delivers specialized workforce and provider solutions to healthcare organizations throughout the United States. Its operations are divided into two primary segments: Workforce Solutions and Provider Solutions. The Workforce Solutions segment provides a suite of software-as-a-service (SaaS) and subscription-based tools. These comprehensive services address various aspects of healthcare staff development and management, encompassing clinical skill enhancement, talent acquisition and retention, training programs, educational resources, professional certification, scheduling logistics, competency evaluations, and performance reviews. Additionally, this segment offers support through implementation and account management. Specific applications under this umbrella cover learning platforms, performance assessment, competency tracking, disclosure management, clinical skill evaluation, simulation-based learning, quality assurance, and sector-specific training. Complementing this, the Provider Solutions segment focuses on administrative and operational needs. It includes VerityStream, an enterprise platform designed to optimize the experience for healthcare providers across diverse settings such as ambulatory surgery centers, urgent care clinics, medical groups, and other facilities. Furthermore, HealthStream offers EchoCredentialing and MSOW platforms to streamline the credentialing, enrollment, and privileging processes for medical staff in hospitals. EchoOneApp facilitates provider enrollment for medical groups. Other key offerings comprise CredentialMyDoc, a SaaS solution for credentialing and enrollment for medical groups and surgery centers; CredentialStream, another SaaS-based platform for provider credentialing, privileging, and enrollment; and NurseGrid Mobile, a dedicated application for nurse managers. These diverse solutions are marketed directly to a broad spectrum of healthcare entities, including private, non-profit, and governmental organizations, as well as pharmaceutical and medical device manufacturers.

News Sentiment (7d)
72 Positive

Based on only 2 articles — low confidence

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
USD28.78 +0.36 (+1.25%)
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Volume Profile
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Liquidity & share structure
Average Volume
237.3K
Beta
0.45
Float Shares
23.34M
Free Float %
79.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.51% +0.87% +16.30% +16.30% -5.86% +0.22% -15.77% -4.66% -10.00% +4.62% +172.00%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (16 ratings, all time) Hold
Price Targets & DCF
Current price
28.78
Low 24.00 -16.6%
Consensus 24.00 -16.6%
Median 24.00 -16.6%
High 24.00 -16.6%
DCF (Unlevered) 86.30 +199.9%
DCF (Levered) 94.73 +229.2%

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 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
24.00
-16.6%
Last Quarter 1
24.00
-16.6%
Last Year 2
24.50
-14.9%
All Time 3
26.00
-9.6%
Quality scores
Altman Z-Score
3.47
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Healthcare Information Services: +14.2%
    +4.3% Q1'26: +10.5% (vs Q1'25)
  • EPS growth Medical - Healthcare Information Services: +43.1%
    -7.6% Q1'26: +42.9% (vs Q1'25)
  • FCF margin FCF growth · Medical - Healthcare Information Services: +49.2%
    +11.1% Q1'26: +32.5% (vs Q1'25)
  • EBIT margin Medical - Healthcare Information Services: +8.8%
    +7.6% Q1'26: +9.3% (vs Q1'25)
  • ROIC Medical - Healthcare Information Services: +5.2%
    +5.9% Q1'26: +7.6% (vs Q1'25)
  • Share dilution Medical - Healthcare Information Services: -0.1%
    -1.3% Q1'26: -3.8% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Healthcare Information Services: -0.74×
    0.22× Q1'26: 0.19× (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 (0.41) × ERP
WACC = 98% × Ke + 2% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 86.30 Current price: 28.78
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 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.
3 EPS Ana.
Dec 2027
4 Rev. Ana.
3 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
57.40M
est: 35.80M (+60.3%)
65.75M
est: 56.68M (+16.0%)
82.07M
est: 67.19M (+22.1%)
103.73M
est: 112.23M (-7.6%)
132.27M
est: 121.32M (+9.0%)
170.69M
est: 140.54M (+21.5%)
209.00M
est: 206.88M (+1.0%)
225.97M
est: 227.86M (-0.8%)
247.66M
est: 247.24M (+0.2%)
231.62M
est: 230.71M (+0.4%)
254.11M
est: 253.90M (+0.1%)
244.83M
est: 242.08M (+1.1%)
256.71M
est: 256.64M (+0.0%)
266.83M
est: 266.29M (+0.2%)
279.06M
est: 285.24M (-2.2%)
291.65M
est: 290.96M (+0.2%)
304.06M
est: 300.56M (+1.2%)
326.90M
325.84M – 327.97M
+8.8% YoY
343.22M
341.61M – 344.82M
+5.0% YoY
361.13M
359.19M – 363.29M
+5.2% YoY
EBITDA
10.29M
est: 9.16M (+12.3%)
11.96M
est: 9.66M (+23.8%)
16.81M
est: 12.89M (+30.4%)
20.12M
est: 21.62M (-6.9%)
22.52M
est: 20.24M (+11.2%)
27.31M
est: 20.46M (+33.4%)
30.55M
est: 25.65M (+19.1%)
28.36M
est: 35.61M (-20.4%)
33.45M
est: 26.27M (+27.3%)
39.72M
est: 45.17M (-12.1%)
42.59M
est: 44.00M (-3.2%)
46.01M
est: 125.47M (-63.3%)
44.87M
est: 179.97M (-75.1%)
50.39M
est: 128.82M (-60.9%)
57.10M
est: 57.16M (-0.1%)
62.53M
est: 58.31M (+7.2%)
66.70M
est: 60.23M (+10.7%)
65.51M
65.30M – 65.72M
+8.8% YoY
68.78M
68.46M – 69.10M
+5.0% YoY
72.37M
71.98M – 72.80M
+5.2% YoY
EBIT
5.15M
est: 4.61M (+11.6%)
7.08M
est: 5.60M (+26.4%)
11.34M
est: 8.71M (+30.2%)
13.46M
est: 14.32M (-6.0%)
14.67M
est: 13.10M (+12.0%)
16.38M
est: 12.09M (+35.4%)
13.56M
est: 9.99M (+35.6%)
6.15M
est: 6.89M (-10.7%)
9.41M
est: 6.79M (+38.5%)
15.49M
est: 10.22M (+51.6%)
14.72M
est: 13.38M (+10.0%)
15.82M
est: 43.15M (-63.3%)
8.06M
est: 33.82M (-76.2%)
12.45M
est: 18.29M (-31.9%)
16.02M
est: 16.25M (-1.4%)
21.29M
est: 16.57M (+28.5%)
23.22M
est: 17.12M (+35.6%)
18.62M
18.56M – 18.68M
+8.8% YoY
19.55M
19.46M – 19.64M
+5.0% YoY
20.57M
20.46M – 20.69M
+5.2% YoY
Net Income
13.97M
est: 9.36M (+49.3%)
4.15M
est: 3.25M (+27.9%)
6.94M
est: 5.32M (+30.6%)
7.65M
est: 8.13M (-6.0%)
8.42M
est: 7.47M (+12.7%)
10.39M
est: 7.49M (+38.7%)
8.62M
est: 6.73M (+28.2%)
3.76M
est: 4.61M (-18.5%)
10.00M
est: 7.41M (+35.0%)
32.22M
est: 26.92M (+19.7%)
15.77M
est: 14.32M (+10.2%)
14.09M
est: 35.27M (-60.1%)
5.85M
est: 25.19M (-76.8%)
12.09M
est: 15.53M (-22.1%)
15.21M
est: 17.69M (-14.0%)
20.01M
est: 18.85M (+6.1%)
18.34M
est: 19.05M (-3.7%)
21.94M
21.70M – 22.18M
+15.2% YoY
24.30M
24.05M – 24.55M
+10.8% YoY
— – —
-100.0% YoY
SGA
19.51M
est: 17.02M (+14.6%)
22.64M
est: 18.59M (+21.8%)
26.78M
est: 20.58M (+30.1%)
33.34M
est: 35.72M (-6.7%)
42.39M
est: 37.95M (+11.7%)
52.78M
est: 40.01M (+31.9%)
64.85M
est: 59.41M (+9.1%)
72.67M
est: 91.60M (-20.7%)
77.68M
est: 55.86M (+39.1%)
70.15M
est: 46.77M (+50.0%)
78.52M
est: 74.03M (+6.1%)
77.18M
est: 204.40M (-62.2%)
79.15M
est: 77.05M (+2.7%)
81.01M
est: 244.68M (-66.9%)
81.41M
est: 83.06M (-2.0%)
82.29M
est: 84.73M (-2.9%)
82.16M
est: 87.52M (-6.1%)
95.19M
94.89M – 95.50M
+8.8% YoY
99.95M
99.48M – 100.41M
+5.0% YoY
105.16M
104.60M – 105.79M
+5.2% YoY
EPS
0.65
est: 0.12 (+441.7%)
0.19
est: 0.14 (+40.7%)
0.31
est: 0.17 (+87.9%)
0.29
est: 0.33 (-12.1%)
0.31
est: 0.26 (+19.2%)
0.38
est: 0.26 (+49.0%)
0.29
est: 0.27 (+8.7%)
0.12
est: 0.14 (-13.7%)
0.31
est: 0.21 (+44.6%)
1.00
est: 0.39 (+159.1%)
0.44
est: 0.41 (+7.8%)
0.44
est: 0.38 (+14.8%)
0.19
est: 0.21 (-7.8%)
0.39
est: 0.37 (+6.1%)
0.50
est: 0.59 (-14.8%)
0.66
est: 0.63 (+5.1%)
0.61
est: 0.63 (-3.8%)
0.73
0.72 – 0.74
+15.1% YoY
0.81
0.80 – 0.81
+10.7% YoY
— – —
-100.0% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-06 Canaccord Genuity Hold Hold Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-05-08 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-07 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-06 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-05 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-04 A- 4/5 5/5 3/5 4/5 3/5 2/5 4/5
2026-05-01 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-04-30 A- 4/5 5/5 3/5 4/5 3/5 2/5 3/5
2026-04-29 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-28 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-27 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-24 B+ 3/5 5/5 3/5 4/5 2/5 2/5 3/5
2026-04-23 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-22 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-21 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-20 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-17 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5
2026-04-16 A- 4/5 5/5 3/5 5/5 2/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
62.82M
OE per share TTM
2.12
Owner's Yield
9.25%
Maintenance CapEx ratio
6.38%
Maint CapEx / Avg PPE
14.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
21
Total invested
9.55M
Insider transactions (90d)
0
Beneficial owners (>5%)
17
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. 4.23M 13.80% HC Delaware 2023-01-20
2 Abigail P. Johnson 2.90M 10.48% 2.90M IN Delaware 2015-03-10
3 Edward C. Johnson 3d 2.90M 10.48% 2.90M IN Delaware 2015-03-10
4 The Vanguard Group - 23-1945930 2.74M 8.67% 22.1K 2.69M 46.1K IA Pennsylvania For 2022-02-10
5 Pembroke Management, LTD 1.89M 6.83% 1.89M 1.89M IA Canada 2015-02-09
6 52-0556948 1.77M 8.10% 52.00 IA MARYLAND 2011-02-09
7 Conestoga Capital Advisors LLC 1.76M 5.50% 1.56M 1.76M IA Delaware 2018-01-12
8 13-4973745 1.57M 4.98% 1.57M 1.57M BK New York 2021-04-07
9 30-0447847 1.56M 5.10% 1.52M 1.56M IA Delaware 2024-02-09
10 Select Health Care Portfolio 1.50M 5.43% 1.50M IV Delaware 2015-03-10
11 41-1930193 1.04M 3.21% 791.2K 1.04M IA Minneapolis, Minnesota 2019-01-25
12 Stanley 905.7K 4.19% 905.7K 905.7K CO Delaware 2010-01-27
13 Stanley Venture Capital III, Inc. 905.7K 4.19% 905.7K 905.7K IA Delaware 2010-01-27
14 Stanley Venture Partners III, L.L.C. 905.7K 4.19% 905.7K 905.7K IA Delaware 2010-01-27
15 FMR LLC 838.1K 2.63% 96.4K 838.1K HC Delaware 2017-11-09
16 Stanley Venture Partners III, L.P. 751.0K 3.48% 751.0K 751.0K PN Delaware 2010-01-27
17 L.P. 32.8K 0.15% 32.8K 32.8K PN Delaware 2010-01-27

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
21
-170 vs prev Q
New positions
3
Closed positions
173
Increased
9
Reduced
8
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 83.0K +83.0K (+100.0%) 1.91B +1.9B (+100.0%) 0.27% +0.273 pp 0.01% +0.015 pp USD23.07 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 3.63M +32.8K (+0.9%) 83.80M -17.9M (-17.6%) 11.94% +0.089 pp 0.00% 0.000 pp USD28.81 -19.9% 6 qtrs
3 VANGUARD GROUP INC 2.54M -448.2K (-15.0%) 58.53M -25.8M (-30.6%) 8.34% -1.488 pp 0.00% 0.000 pp USD24.49 -5.8% 62 qtrs
4 DIMENSIONAL FUND ADVISORS LP 1.37M -42.1K (-3.0%) 31.58M -8.3M (-20.7%) 4.50% -0.146 pp 0.01% -0.002 pp USD24.24 -4.8% 51 qtrs
5 STATE STREET CORP 980.3K -2.8K (-0.3%) 22.61M -5.1M (-18.5%) 3.22% -0.014 pp 0.00% 0.000 pp USD26.36 -12.5% 51 qtrs
6 COPELAND CAPITAL MANAGEMENT, LLC 887.6K +51.5K (+6.2%) 20.48M -3.1M (-13.3%) 2.92% +0.165 pp 0.46% -0.035 pp USD30.92 -25.4% 11 qtrs
7 ACADIAN ASSET MANAGEMENT LLC 847.5K +105.6K (+14.2%) 19.53M -1.4M (-6.7%) 2.79% +0.343 pp 0.03% -0.005 pp USD24.73 -6.7% 32 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 758.0K -12.3K (-1.6%) 17.49M -4.3M (-19.6%) 2.49% -0.044 pp 0.00% 0.000 pp USD25.43 -9.3% 63 qtrs
9 RENAISSANCE TECHNOLOGIES LLC 475.5K -171.7K (-26.5%) 10.97M -7.3M (-40.0%) 1.56% -0.568 pp 0.02% -0.007 pp USD25.32 -8.9% 34 qtrs
10 JPMORGAN CHASE & CO 452.9K +20.1K (+4.6%) 10.45M -1.8M (-14.5%) 1.49% +0.064 pp 0.00% 0.000 pp USD27.91 -17.3% 34 qtrs
11 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 451.8K -590.0 (-0.1%) 10.42M -2.4M (-18.4%) 1.48% -0.004 pp 0.61% -0.132 pp USD23.64 -2.4% 21 qtrs
12 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 413.7K +4.3K (+1.1%) 9.54M -2.0M (-17.4%) 1.36% +0.012 pp 0.02% -0.004 pp USD24.03 -4.0% 15 qtrs
13 NORTHERN TRUST CORP 349.9K -16.0K (-4.4%) 8.07M -2.3M (-21.9%) 1.15% -0.055 pp 0.00% 0.000 pp USD27.35 -15.6% 51 qtrs
14 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 340.5K -11.4K (-3.3%) 7.86M -2.1M (-21.0%) 1.12% -0.039 pp 0.01% -0.003 pp USD28.29 -18.5% 11 qtrs
15 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 315.3K -1.1K (-0.4%) 7.27M -1.7M (-18.6%) 1.04% -0.005 pp 0.09% -0.021 pp USD29.29 -21.2% 50 qtrs
16 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 312.1K +60.9K (+24.2%) 7.20M +104.7K (+1.5%) 1.03% +0.199 pp 0.00% 0.000 pp USD28.30 -18.5% 31 qtrs
17 MORGAN STANLEY 253.8K +9.2K (+3.8%) 5.86M -1.1M (-15.2%) 0.83% +0.029 pp 0.00% 0.000 pp USD24.25 -4.9% 51 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 240.8K +8.6K (+3.7%) 5.55M -1.0M (-15.3%) 0.79% +0.027 pp 0.00% 0.000 pp USD25.89 -10.9% 57 qtrs
19 TWO SIGMA ADVISERS, LP 234.9K +61.6K (+35.5%) 5.42M +525.2K (+10.7%) 0.77% +0.202 pp 0.01% +0.001 pp USD26.85 -14.1% 49 qtrs
20 BANK OF NEW YORK MELLON CORP 229.2K +19.2K (+9.1%) 5.29M -644.1K (-10.9%) 0.75% +0.062 pp 0.00% 0.000 pp USD25.68 -10.2% 59 qtrs
21 QUBE RESEARCH & TECHNOLOGIES LTD 223.0K -51.5K (-18.8%) 5.15M -2.6M (-33.6%) 0.73% -0.171 pp 0.01% -0.003 pp USD29.16 -20.9% 12 qtrs
22 TEACHER RETIREMENT SYSTEM OF TEXAS 222.6K +34.7K (+18.5%) 5.13M -171.7K (-3.2%) 0.73% +0.113 pp 0.02% -0.004 pp USD27.94 -17.4% 14 qtrs
23 TWO SIGMA INVESTMENTS, LP 219.6K +57.1K (+35.2%) 5.07M +478.2K (+10.4%) 0.72% +0.187 pp 0.01% +0.000 pp USD26.66 -13.5% 24 qtrs
24 PANAGORA ASSET MANAGEMENT INC 213.7K +6.8K (+3.3%) 4.93M -911.8K (-15.6%) 0.70% +0.021 pp 0.02% -0.006 pp USD25.49 -9.5% 59 qtrs
25 FMR LLC 204.9K +32.6K (+18.9%) 4.73M -139.5K (-2.9%) 0.67% +0.106 pp 0.00% +0.000 pp USD26.26 -12.1% 16 qtrs
26 JACOBS LEVY EQUITY MANAGEMENT, INC 204.1K -6.0K (-2.8%) 4.71M -1.2M (-20.6%) 0.67% -0.021 pp 0.02% -0.005 pp USD26.90 -14.2% 32 qtrs
27 HERALD INVESTMENT MANAGEMENT LTD 200.0K +10.0K (+5.3%) 4.61M -755.6K (-14.1%) 0.66% +0.032 pp 0.60% -0.113 pp USD27.98 -17.5% 2 qtrs
28 SEI INVESTMENTS CO 194.9K +7.5K (+4.0%) 4.50M -794.3K (-15.0%) 0.64% +0.024 pp 0.00% -0.001 pp USD24.81 -7.0% 23 qtrs
29 KENNEDY CAPITAL MANAGEMENT LLC 191.7K -1.2K (-0.6%) 4.42M -1.0M (-18.8%) 0.63% -0.005 pp 0.09% -0.027 pp USD22.28 +3.5% 23 qtrs
30 GOLDMAN SACHS GROUP INC 154.1K +23.5K (+18.0%) 3.56M -133.8K (-3.6%) 0.51% +0.077 pp 0.00% +0.000 pp USD27.24 -15.3% 39 qtrs
31 INVESCO LTD. 151.7K +1.3K (+0.9%) 3.50M -747.3K (-17.6%) 0.50% +0.004 pp 0.00% 0.000 pp USD27.10 -14.9% 57 qtrs
32 PRINCIPAL FINANCIAL GROUP INC 142.2K +8.5K (+6.4%) 3.28M -494.3K (-13.1%) 0.47% +0.027 pp 0.00% 0.000 pp USD27.37 -15.7% 56 qtrs
33 BANK OF AMERICA CORP /DE/ 129.0K -33.1K (-20.4%) 2.97M -1.6M (-35.0%) 0.42% -0.110 pp 0.00% 0.000 pp USD28.38 -18.7% 52 qtrs
34 PUBLIC SECTOR PENSION INVESTMENT BOARD 127.5K +35.0K (+37.9%) 2.94M +330.2K (+12.6%) 0.42% +0.115 pp 0.01% +0.000 pp USD27.39 -15.8% 54 qtrs
35 ENVESTNET ASSET MANAGEMENT INC 117.8K -5.4K (-4.4%) 2.72M -761.0K (-21.9%) 0.39% -0.018 pp 0.00% 0.000 pp USD31.89 -27.7% 5 qtrs
36 CONNORS INVESTOR SERVICES INC 97.5K -2.6K (-2.6%) 2.25M -577.6K (-20.4%) 0.32% -0.009 pp 0.19% -0.047 pp USD24.79 -6.9% 33 qtrs
37 JANE STREET GROUP, LLC 96.9K +62.3K (+180.4%) 2.24M +1.3M (+129.1%) 0.32% +0.205 pp 0.00% +0.000 pp USD26.29 -12.2% 11 qtrs
38 BRIDGEWAY CAPITAL MANAGEMENT, LLC 95.2K -8.9K (-8.6%) 2.20M -743.4K (-25.3%) 0.31% -0.030 pp 0.05% -0.017 pp USD32.02 -28.0% 4 qtrs
39 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 82.9K -10.8K (-11.6%) 1.91M -734.7K (-27.8%) 0.27% -0.036 pp 0.00% -0.001 pp USD27.62 -16.5% 7 qtrs
40 TREXQUANT INVESTMENT LP 82.0K -5.1K (-5.8%) 1.89M -566.8K (-23.1%) 0.27% -0.017 pp 0.02% -0.008 pp USD27.85 -17.2% 3 qtrs
41 AMERIPRISE FINANCIAL INC 81.5K -19.5K (-19.3%) 1.88M -973.2K (-34.1%) 0.27% -0.065 pp 0.00% 0.000 pp USD25.72 -10.3% 55 qtrs
42 HARBOR CAPITAL ADVISORS, INC. 80.8K -5.8K (-6.7%) 1.86M -583.0K (-23.8%) 0.27% -0.020 pp 0.14% -0.045 pp USD28.32 -18.5% 11 qtrs
43 NUMERAI GP LLC 77.0K +9.3K (+13.8%) 1.78M -134.5K (-7.0%) 0.25% +0.030 pp 0.21% -0.055 pp USD27.61 -16.4% 2 qtrs
44 GLOBEFLEX CAPITAL L P 73.0K +— (+0.0%) 1.68M -377.3K (-18.3%) 0.24% 0.000 pp 0.26% -0.060 pp USD25.08 -8.0% 14 qtrs
45 INSPIRE INVESTING, LLC 72.5K +56.5K (+352.3%) 1.67M +1.2M (+269.5%) 0.24% +0.186 pp 0.15% +0.107 pp USD24.09 -4.2% 18 qtrs
46 UBS GROUP AG 72.1K -37.0K (-33.9%) 1.66M -1.4M (-46.0%) 0.24% -0.122 pp 0.00% 0.000 pp USD29.28 -21.2% 45 qtrs
47 HRT FINANCIAL LP 69.5K +47.8K (+220.3%) 1.60M +991.0K (+161.9%) 0.23% +0.157 pp 0.01% +0.003 pp USD24.68 -6.5% 19 qtrs
48 CAMBIAR INVESTORS LLC 67.2K +— (+0.0%) 1.55M -347.6K (-18.3%) 0.22% 0.000 pp 0.07% -0.017 pp USD24.49 -5.8% 17 qtrs
49 LEGAL & GENERAL GROUP PLC 66.0K -1.6K (-2.4%) 1.52M -386.6K (-20.3%) 0.22% -0.006 pp 0.00% 0.000 pp USD25.91 -11.0% 46 qtrs
50 RHUMBLINE ADVISERS 65.0K -3.8K (-5.5%) 1.50M -442.0K (-22.8%) 0.21% -0.013 pp 0.00% 0.000 pp USD24.79 -6.9% 51 qtrs
51 MILLENNIUM MANAGEMENT LLC 64.5K +42.1K (+188.2%) 1.49M +856.1K (+135.4%) 0.21% +0.138 pp 0.00% +0.000 pp USD24.96 -7.6% 19 qtrs
52 CREATIVE PLANNING 59.3K +25.2K (+73.9%) 1.37M +404.8K (+42.1%) 0.19% +0.083 pp 0.00% +0.000 pp USD26.25 -12.1% 9 qtrs
53 KORNITZER CAPITAL MANAGEMENT INC /KS 57.8K -5.3K (-8.3%) 1.33M -447.4K (-25.1%) 0.19% -0.018 pp 0.03% -0.008 pp USD25.10 -8.1% 39 qtrs
54 AM INVESTMENT STRATEGIES LLC 57.7K +— (+0.0%) 1.33M -299.0K (-18.3%) 0.19% 0.000 pp 0.28% -0.077 pp USD20.06 +15.0% 22 qtrs
55 AMERICAN CENTURY COMPANIES INC 56.9K -5.2K (-8.4%) 1.31M -440.7K (-25.1%) 0.19% -0.017 pp 0.00% 0.000 pp USD27.12 -14.9% 11 qtrs
56 STIFEL FINANCIAL CORP 55.5K +1.8K (+3.3%) 1.28M -237.0K (-15.6%) 0.18% +0.006 pp 0.00% 0.000 pp USD31.15 -25.9% 5 qtrs
57 BRIDGE CITY CAPITAL, LLC 54.3K -5.6K (-9.4%) 1.25M -439.1K (-26.0%) 0.18% -0.019 pp 0.37% -0.084 pp USD28.85 -20.0% 6 qtrs
58 NUVEEN, LLC 51.4K +— (+0.0%) 1.19M -265.8K (-18.3%) 0.17% 0.000 pp 0.00% 0.000 pp USD32.18 -28.3% 4 qtrs
59 ROYAL BANK OF CANADA 51.4K +2.0K (+4.0%) 1.19M -210.0K (-15.1%) 0.17% +0.006 pp 0.00% +0.000 pp USD30.52 -24.4% 44 qtrs
60 HEARTLAND ADVISORS INC 50.9K -13.1K (-20.4%) 1.17M -632.5K (-35.0%) 0.17% -0.043 pp 0.06% -0.032 pp USD23.18 -0.5% 22 qtrs
61 MAN GROUP PLC 50.7K +32.4K (+177.0%) 1.17M +652.9K (+126.3%) 0.17% +0.106 pp 0.00% +0.001 pp USD26.36 -12.5% 4 qtrs
62 VERITION FUND MANAGEMENT LLC 50.0K +50.0K (+100.0%) 1.15M +1.2M (+100.0%) 0.16% +0.164 pp 0.00% +0.005 pp USD23.07 +0.0% 4 qtrs
63 SWISS NATIONAL BANK 47.2K +— (+0.0%) 1.09M -244.0K (-18.3%) 0.16% 0.000 pp 0.00% 0.000 pp USD24.67 -6.5% 51 qtrs
64 CERITY PARTNERS LLC 45.3K +11.8K (+35.3%) 1.04M +99.4K (+10.5%) 0.15% +0.039 pp 0.00% +0.000 pp USD26.89 -14.2% 6 qtrs
65 LAZARD ASSET MANAGEMENT LLC 42.7K +3.3K (+8.5%) 985.0K -126.4K (-11.4%) 0.14% +0.011 pp 0.00% +0.000 pp USD28.42 -18.8% 26 qtrs
66 SG AMERICAS SECURITIES, LLC 40.5K +11.6K (+40.1%) 935.0K +118.0K (+14.4%) 0.13% +0.038 pp 0.00% -0.002 pp USD25.61 -9.9% 12 qtrs
67 KLP KAPITALFORVALTNING AS 40.3K +— (+0.0%) 929.7K -208.4K (-18.3%) 0.13% 0.000 pp 0.00% -0.001 pp USD31.17 -26.0% 5 qtrs
68 MARTINGALE ASSET MANAGEMENT L P 38.9K +1.3K (+3.3%) 897.4K -165.6K (-15.6%) 0.13% +0.004 pp 0.02% -0.004 pp USD24.32 -5.1% 33 qtrs
69 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 37.7K -3.9K (-9.4%) 870.9K -305.4K (-26.0%) 0.12% -0.013 pp 0.00% -0.001 pp USD22.85 +1.0% 51 qtrs
70 FRANKLIN RESOURCES INC 37.5K +3.3K (+9.7%) 864.0K -100.2K (-10.4%) 0.12% +0.011 pp 0.00% +0.000 pp USD26.05 -11.4% 11 qtrs
71 BARCLAYS PLC 37.1K -21.7K (-36.9%) 856.6K -840.3K (-49.5%) 0.12% -0.072 pp 0.00% 0.000 pp USD28.00 -17.6% 51 qtrs
72 VICTORY CAPITAL MANAGEMENT INC 36.1K +1.1K (+3.3%) 832.8K -154.3K (-15.6%) 0.12% +0.004 pp 0.00% 0.000 pp USD26.28 -12.2% 26 qtrs
73 QUEST PARTNERS LLC 35.3K +23.5K (+199.3%) 814.7K +481.4K (+144.5%) 0.12% +0.077 pp 0.05% +0.024 pp USD24.48 -5.8% 9 qtrs
74 WALLEYE CAPITAL LLC 32.7K +32.7K (+100.0%) 753.7K +753.7K (+100.0%) 0.11% +0.107 pp 0.00% +0.002 pp USD23.07 +0.0% 1 qtrs NEW
75 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 31.3K +31.3K (+100.0%) 721.0K +721.0K (+100.0%) 0.10% +0.103 pp 0.01% +0.011 pp USD23.07 +0.0% 1 qtrs NEW
76 AQR CAPITAL MANAGEMENT LLC 31.1K +2.7K (+9.7%) 717.1K -83.4K (-10.4%) 0.10% +0.009 pp 0.00% 0.000 pp USD26.29 -12.2% 35 qtrs
77 CAMPBELL & CO INVESTMENT ADVISER LLC 29.3K +2.3K (+8.4%) 677.0K -87.3K (-11.4%) 0.10% +0.007 pp 0.03% -0.025 pp USD28.21 -18.2% 7 qtrs
78 EXCHANGE TRADED CONCEPTS, LLC 27.9K -822.0 (-2.9%) 642.9K -167.3K (-20.6%) 0.09% -0.003 pp 0.00% -0.002 pp USD23.61 -2.3% 23 qtrs
79 UBS ASSET MANAGEMENT AMERICAS INC 27.7K -7.2K (-20.6%) 639.8K -346.2K (-35.1%) 0.09% -0.024 pp 0.00% 0.000 pp USD27.50 -16.1% 32 qtrs
80 RUSSELL INVESTMENTS GROUP, LTD. 27.2K -4.2K (-13.4%) 628.1K -267.5K (-29.9%) 0.09% -0.014 pp 0.00% 0.000 pp USD28.47 -19.0% 32 qtrs
81 ENGINEERS GATE MANAGER LP 27.1K +5.3K (+24.1%) 625.9K +8.5K (+1.4%) 0.09% +0.017 pp 0.01% +0.000 pp USD26.94 -14.4% 12 qtrs
82 ENTRYPOINT CAPITAL, LLC 26.6K +— (+0.0%) 613.1K -137.4K (-18.3%) 0.09% 0.000 pp 0.24% -0.052 pp USD27.85 -17.2% 3 qtrs
83 WELLS FARGO & COMPANY/MN 26.5K +9.0K (+51.8%) 611.0K +118.3K (+24.0%) 0.09% +0.030 pp 0.00% +0.000 pp USD26.27 -12.2% 57 qtrs
84 DIAMETRIC CAPITAL, LP 25.8K +25.8K (+100.0%) 595.5K +595.5K (+100.0%) 0.08% +0.085 pp 0.16% +0.160 pp USD23.07 +0.0% 1 qtrs NEW
85 CITADEL ADVISORS LLC 25.8K -115.9K (-81.8%) 595.0K -3.4M (-85.1%) 0.08% -0.382 pp 0.00% -0.001 pp USD27.59 -16.4% 49 qtrs
86 PRICE T ROWE ASSOCIATES INC /MD/ 25.3K +3.1K (+13.8%) 584.0K -44.0K (-7.0%) 0.08% +0.010 pp 0.00% +0.000 pp USD23.37 -1.3% 36 qtrs
87 ALLIANCEBERNSTEIN L.P. 24.2K -375.0 (-1.5%) 557.9K -135.6K (-19.6%) 0.08% -0.001 pp 0.00% +0.000 pp USD26.09 -11.6% 59 qtrs
88 VOYA INVESTMENT MANAGEMENT LLC 22.2K +346.0 (+1.6%) 512.6K -105.1K (-17.0%) 0.07% +0.001 pp 0.00% 0.000 pp USD28.68 -19.6% 51 qtrs
89 PRUDENTIAL FINANCIAL INC 22.2K -1.7K (-6.9%) 512.2K -161.6K (-24.0%) 0.07% -0.006 pp 0.00% 0.000 pp USD28.34 -18.6% 55 qtrs
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 21.1K -8.8K (-29.4%) 487.0K -357.6K (-42.3%) 0.07% -0.029 pp 0.00% 0.000 pp USD26.38 -12.5% 52 qtrs
91 AMUNDI 20.8K +20.8K (+100.0%) 480.9K +480.9K (+100.0%) 0.07% +0.069 pp 0.00% +0.000 pp USD23.07 +0.0% 1 qtrs NEW
92 NEW YORK STATE COMMON RETIREMENT FUND 20.5K +— (+0.0%) 473.1K -106.0K (-18.3%) 0.07% 0.000 pp 0.00% 0.000 pp USD27.56 -16.3% 54 qtrs
93 DEUTSCHE BANK AG\ 20.4K +1.6K (+8.5%) 470.5K -60.3K (-11.4%) 0.07% +0.005 pp 0.00% +0.000 pp USD27.30 -15.5% 50 qtrs
94 SUMMIT GLOBAL INVESTMENTS 20.2K +142.0 (+0.7%) 465.0K -101.0K (-17.8%) 0.07% +0.000 pp 0.03% -0.006 pp USD28.20 -18.2% 2 qtrs
95 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 19.9K +7.5K (+60.8%) 459.0K +109.5K (+31.4%) 0.07% +0.025 pp 0.00% +0.000 pp USD28.56 -19.2% 4 qtrs
96 GREAT WEST LIFE ASSURANCE CO /CAN/ 19.0K -8.7K (-31.4%) 439.0K -363.0K (-45.3%) 0.06% -0.029 pp 0.00% 0.000 pp USD26.94 -14.4% 49 qtrs
97 MQS MANAGEMENT LLC 17.3K +17.3K (+100.0%) 398.8K +398.8K (+100.0%) 0.06% +0.057 pp 0.24% +0.235 pp USD23.07 +0.0% 4 qtrs
98 THRIVENT FINANCIAL FOR LUTHERANS 16.3K -798.0 (-4.7%) 376.0K -107.0K (-22.2%) 0.05% -0.003 pp 0.00% 0.000 pp USD24.58 -6.1% 45 qtrs
99 INTECH INVESTMENT MANAGEMENT LLC 16.1K -14.1K (-46.7%) 370.5K -480.0K (-56.4%) 0.05% -0.046 pp 0.00% -0.004 pp USD31.71 -27.2% 5 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 127 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Formidable ETF FORH 2.96% 645.8K 1.19%
2 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.33% 832.1K 0.12%
3 Hartford Multifactor Small Cap ETF ROSC 0.32% 198.8K 0.34%
4 iShares US Small Cap Value Factor ETF SVAL 0.30% 600.0K 0.20%
5 Invesco S&P SmallCap Health Care ETF PSCH 0.29% 468.9K 0.29%
6 Royce Quant Small-Cap Quality Value ETF SQLV 0.25% 72.2K 0.60%
7 JPMorgan Small & Mid Cap Enhanced Equity ETF JMEE 0.24% 6.75M 0.24%
8 Inspire Small/Mid Cap ETF ISMD 0.21% 688.6K 0.53%
9 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.18% 159.6K 0.89%
10 Applied Finance IVS US SMID ETF IVSS 0.17% 21.1K 0.59%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.34
Bearish
Ratio by volume
1.12
Neutral
Buys
22
Sells
65
Shares acquired
87.3K
Shares disposed
78.1K
Cash buys
Cash sales
Net activity
+9,193
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
2026-03-30 Roberts Scott Alexander Officer M-Exempt A Common Stock Holding 5,601 0.00 38,164 D
2026-03-30 O'Hara Kevin P Officer M-Exempt D Restricted Share Units 1,722 0.00 0 D
2026-03-30 McQuigg Michael Scott Officer F-InKind D Common Stock Holding 1,364 21.25 29.0K 35,191 D
2026-03-30 LoPresto Jennifer Hayes Officer M-Exempt A Common Stock Holding 803 0.00 6,859 D
2026-03-30 FRIST ROBERT A JR Director / Officer / 10% Owner M-Exempt A Common Stock Holding 4,038 0.00 4,052,090 D
2026-03-30 Cunningham Jeff Officer M-Exempt A Common Stock Holding 5,601 0.00 38,877 D
2026-03-30 Collier Michael Manning Officer M-Exempt D Restricted Share Units 2,067 0.00 0 D
2026-03-30 Coady Trisha L Officer M-Exempt A Common Stock Holding 5,672 0.00 40,877 D
2026-03-18 Roberts Scott Alexander Officer A-Award A Restricted Share Units 2,911 0.00 2,911 D
2026-03-18 O'Hara Kevin P Officer A-Award A Restricted Share Units 3,639 0.00 3,639 D
2026-03-18 McQuigg Michael Scott Officer A-Award A Restricted Share Units 2,911 0.00 2,911 D
2026-03-18 LoPresto Jennifer Hayes Officer A-Award A Restricted Share Units 2,183 0.00 2,183 D
2026-03-18 FRIST ROBERT A JR Director / Officer / 10% Owner A-Award A Restricted Share Units 3,639 0.00 3,639 D
2026-03-18 Cunningham Jeff Officer A-Award A Restricted Share Units 2,911 0.00 2,911 D
2026-03-18 Collier Michael Manning Officer A-Award A Restricted Share Units 3,639 0.00 3,639 D
2026-03-18 Coady Trisha L Officer A-Award A Restricted Share Units 3,639 0.00 3,639 D
2026-02-27 Roberts Scott Alexander Officer M-Exempt A Common Stock Holding 2,541 0.00 33,317 D
2026-02-27 O'Hara Kevin P Officer M-Exempt D Restricted Share Units 1,803 0.00 10,220 D
2026-02-27 McQuigg Michael Scott Officer F-InKind D Common Stock Holding 754 22.09 16.7K 30,954 D
2026-02-27 Cunningham Jeff Officer M-Exempt D Restricted Share Units 2,000 0.00 4,500 D
2026-02-27 Collier Michael Manning Officer M-Exempt D Restricted Share Units 3,600 0.00 8,100 D
2026-02-27 Coady Trisha L Officer M-Exempt D Restricted Share Units 2,000 0.00 4,500 D
2026-01-01 LoPresto Jennifer Hayes Officer Employee Stock Option (right to buy) 5,641 23.93 135.0K 0 D
2025-12-15 FRIST ROBERT A JR Director / Officer / 10% Owner G-Gift A Common Stock Holding 400,000 0.00 995,000 I
2025-12-10 Cunningham Jeff Officer S-Sale D Common Stock Holding 2,100 24.09 50.6K 31,489 D
2025-12-09 Roberts Scott Alexander Officer A-Award A Restricted Share Units 2,507 0.00 2,507 D
2025-12-09 O'Hara Kevin P Officer A-Award A Restricted Share Units 3,134 0.00 3,134 D
2025-12-09 McQuigg Michael Scott Officer A-Award A Restricted Share Units 2,507 0.00 2,507 D
2025-12-09 FRIST ROBERT A JR Director / Officer / 10% Owner A-Award A Restricted Share Units 3,134 0.00 3,134 D
2025-12-09 Cunningham Jeff Officer A-Award A Restricted Share Units 2,507 0.00 2,507 D
2025-12-09 Collier Michael Manning Officer A-Award A Employee Stock Option (right to buy) 9,402 23.93 225.0K 9,402 D
2025-12-09 Coady Trisha L Officer A-Award A Restricted Share Units 3,134 0.00 3,134 D
2025-12-08 O'Hara Kevin P Officer S-Sale D Common Stock Holding 2,000 24.26 48.5K 16,373 D
2025-12-08 FRIST ROBERT A JR Director / Officer / 10% Owner G-Gift D Common Stock Holding 6,800 0.00 4,744,248 D
2025-12-02 Taylor Tate Deborah Director G-Gift D Common Stock Holding 394 0.00 21,551 D
2025-12-01 Taylor Tate Deborah Director G-Gift D Common Stock Holding 40 0.00 21,945 D
2025-11-28 Taylor Tate Deborah Director G-Gift D Common Stock Holding 1,142 0.00 21,985 D
2025-11-26 Taylor Tate Deborah Director S-Sale D Common Stock Holding 1,580 25.46 40.2K 23,127 D
2025-10-30 Roberts Scott Alexander Officer M-Exempt D Restricted Share Units 766 0.00 895 D
2025-10-30 O'Hara Kevin P Officer M-Exempt D Restricted Share Units 766 0.00 895 D
2025-10-30 McQuigg Michael Scott Officer M-Exempt D Restricted Share Units 766 0.00 895 D
2025-10-30 Fenstermacher Scott Officer F-InKind D Common Stock Holding 195 25.83 5.0K 16,837 D
2025-10-30 FRIST ROBERT A JR Director / Officer / 10% Owner M-Exempt D Restricted Share Units 958 0.00 1,119 D
2025-10-30 Cunningham Jeff Officer M-Exempt A Common Stock Holding 766 0.00 33,776 D
2025-10-30 Collier Michael Manning Officer F-InKind D Common Stock Holding 218 25.83 5.6K 50,981 D
2025-10-30 Coady Trisha L Officer M-Exempt A Common Stock Holding 2,566 0.00 33,155 D
2025-09-29 Roberts Scott Alexander Officer M-Exempt A Common Stock Holding 869 0.00 30,409 D
2025-09-29 O'Hara Kevin P Officer M-Exempt A Common Stock Holding 869 0.00 18,006 D
2025-09-29 McQuigg Michael Scott Officer F-InKind D Common Stock Holding 212 29.08 6.2K 28,588 D
2025-09-29 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 422 0.00 1,371 D
2025-09-29 FRIST ROBERT A JR Director / Officer / 10% Owner M-Exempt D Restricted Share Units 384 0.00 2,176 D
2025-09-29 Cunningham Jeff Officer M-Exempt A Common Stock Holding 869 0.00 33,222 D
2025-09-29 Collier Michael Manning Officer M-Exempt A Common Stock Holding 1,087 0.00 50,569 D
2025-09-29 Coady Trisha L Officer M-Exempt A Common Stock Holding 869 0.00 30,801 D
2025-09-24 Roberts Scott Alexander Officer A-Award A Restricted Share Units 2,069 0.00 2,069 D
2025-09-24 O'Hara Kevin P Officer A-Award A Restricted Share Units 2,586 0.00 2,586 D
2025-09-24 McQuigg Michael Scott Officer A-Award A Restricted Share Units 2,069 0.00 2,069 D
2025-09-24 Fenstermacher Scott Officer A-Award A Restricted Share Units 1,552 0.00 1,552 D
2025-09-24 FRIST ROBERT A JR Director / Officer / 10% Owner A-Award A Restricted Share Units 2,586 0.00 2,586 D
2025-09-24 Cunningham Jeff Officer A-Award A Restricted Share Units 2,069 0.00 2,069 D
2025-09-24 Collier Michael Manning Officer A-Award A Restricted Share Units 2,586 0.00 2,586 D
2025-09-24 Coady Trisha L Officer A-Award A Restricted Share Units 2,586 0.00 2,586 D
2025-08-27 O'Hara Kevin P Officer S-Sale D Common Stock Holding 2,000 27.97 55.9K 17,137 D
2025-06-09 Taylor Tate Deborah Director M-Exempt A Restricted Share Units 1,126 0.00 1,126 D
2025-06-09 REBROVICK LINDA Director M-Exempt A Restricted Share Units 1,126 0.00 1,126 D
2025-06-09 RAPPUHN TERRY ALLISON Director M-Exempt A Restricted Share Units 1,126 0.00 1,126 D
2025-06-09 MCLAREN JEFFREY L Director M-Exempt A Restricted Share Units 1,006 0.00 2,012 D
2025-06-09 Jahangir Amir Alex Director M-Exempt A Restricted Share Units 1,126 0.00 1,126 D
2025-06-09 GORDON FRANK Director M-Exempt A Restricted Share Units 1,126 0.00 1,126 D
2025-06-09 DENT THOMPSON Director M-Exempt D Restricted Share Units 1,126 0.00 1,126 D
2025-05-29 Taylor Tate Deborah Director A-Award A Restricted Share Units 3,048 0.00 3,048 D
2025-05-29 STEAD WILLIAM Director M-Exempt A Restricted Share Units 3,018 0.00 0 D
2025-05-29 REBROVICK LINDA Director A-Award A Restricted Share Units 3,048 0.00 3,048 D
2025-05-29 RAPPUHN TERRY ALLISON Director A-Award A Restricted Share Units 3,048 0.00 3,048 D
2025-05-29 MCLAREN JEFFREY L Director A-Award A Restricted Share Units 3,048 0.00 3,048 D
2025-05-29 Jahangir Amir Alex Director A-Award A Restricted Share Units 3,048 0.00 3,048 D
2025-05-29 GORDON FRANK Director A-Award A Common Stock Holding 1,174 27.89 32.7K 208,790 D
2025-05-29 DENT THOMPSON Director A-Award A Restricted Share Units 3,048 0.00 3,048 D
2025-05-29 Beard Charles Jr. Director A-Award A Restricted Share Units 3,749 0.00 3,749 D
2025-03-28 Taylor Tate Deborah Director M-Exempt D Restricted Share Units 1,149 0.00 0 D
2025-03-28 Sousa Michael Officer M-Exempt D Restricted Share Units 2,001 0.00 0 D
2025-03-28 STEAD WILLIAM Director M-Exempt D Restricted Share Units 1,149 0.00 0 D
2025-03-28 Roberts Scott Alexander Officer F-InKind D Common Stock Holding 1,597 0.00 29,540 D
2025-03-28 REBROVICK LINDA Director M-Exempt D Restricted Share Units 1,149 0.00 0 D
2025-03-28 RAPPUHN TERRY ALLISON Director M-Exempt A Common Stock Holding 1,329 0.00 5,111 D
2025-03-28 O'Hara Kevin P Officer M-Exempt A Common Stock Holding 6,556 0.00 20,734 D
2025-03-28 McQuigg Michael Scott Officer M-Exempt D Restricted Share Units 457 0.00 1,486 D
2025-03-28 MCLAREN JEFFREY L Director M-Exempt D Restricted Share Units 1,149 0.00 0 D
2025-03-28 GORDON FRANK Director M-Exempt D Restricted Share Units 1,149 0.00 0 D
2025-03-28 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 343 0.00 1,114 D
2025-03-28 FRIST ROBERT A JR Director / Officer / 10% Owner M-Exempt D Restricted Share Units 420 0.00 2,380 D
2025-03-28 DENT THOMPSON Director M-Exempt D Restricted Share Units 1,149 0.00 0 D
2025-03-28 Cunningham Jeff Officer M-Exempt D Restricted Share Units 1,825 0.00 0 D
2025-03-28 Collier Michael Manning Officer M-Exempt A Common Stock Holding 8,033 0.00 51,439 D
2025-03-28 Coady Trisha L Officer M-Exempt A Common Stock Holding 6,556 0.00 31,529 D
2025-03-19 Roberts Scott Alexander Officer A-Award A Restricted Share Units 1,901 0.00 1,901 D
2025-03-19 O'Hara Kevin P Officer A-Award A Restricted Share Units 2,376 0.00 2,376 D
2025-03-19 McQuigg Michael Scott Officer A-Award A Restricted Share Units 1,901 0.00 1,901 D
2025-03-19 Fenstermacher Scott Officer A-Award A Restricted Share Units 1,426 0.00 1,426 D
2025-03-19 FRIST ROBERT A JR Director / Officer / 10% Owner A-Award A Restricted Share Units 2,376 0.00 2,376 D
2025-03-19 Cunningham Jeff Officer A-Award A Restricted Share Units 1,901 0.00 1,901 D
2025-03-19 Collier Michael Manning Officer A-Award A Restricted Share Units 2,376 0.00 2,376 D
2025-03-19 Coady Trisha L Officer A-Award A Restricted Share Units 2,376 0.00 2,376 D
2025-03-07 Beard Charles Jr. Director Common Stock Holding 0 0.00 0 D
2025-02-27 Sousa Michael Officer M-Exempt A Common Stock Holding 12,000 0.00 65,646 D
2025-02-27 Roberts Scott Alexander Officer A-Award A Restricted Share Units 3,606 0.00 3,606 D
2025-02-27 O'Hara Kevin P Officer M-Exempt A Common Stock Holding 2,610 0.00 14,843 D
2025-02-27 McQuigg Michael Scott Officer M-Exempt A Common Stock Holding 2,000 0.00 23,565 D
2025-02-27 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 2,000 0.00 6,500 D
2025-02-27 Cunningham Jeff Officer A-Award A Restricted Share Units 3,606 0.00 3,606 D
2025-02-27 Collier Michael Manning Officer M-Exempt A Common Stock Holding 3,600 0.00 44,453 D
2025-02-27 Coady Trisha L Officer M-Exempt A Common Stock Holding 2,000 0.00 25,566 D
2025-01-30 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 830 0.00 0 D
2025-01-14 O'Hara Kevin P Officer M-Exempt A Common Stock Holding 2,844 0.00 13,077 D
2024-12-17 FRIST ROBERT A JR Director / Officer / 10% Owner G-Gift D Common Stock Holding 6,800 0.00 4,745,771 D
2024-11-20 Taylor Tate Deborah Director G-Gift D Common Stock Holding 900 0.00 21,426 D
2024-10-30 Sousa Michael Officer M-Exempt A Common Stock Holding 640 0.00 53,830 D
2024-10-30 Roberts Scott Alexander Officer M-Exempt D Restricted Share Units 512 0.00 1,661 D
2024-10-30 O'Hara Kevin P Officer M-Exempt D Restricted Share Units 512 0.00 1,661 D
2024-10-30 McQuigg Michael Scott Officer F-InKind D Common Stock Holding 125 28.95 3.6K 21,565 D
2024-10-30 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 383 0.00 1,246 D
2024-10-30 FRIST ROBERT A JR Director / Officer / 10% Owner M-Exempt D Restricted Share Units 640 0.00 2,077 D
2024-10-30 Cunningham Jeff Officer M-Exempt A Common Stock Holding 512 0.00 26,112 D
2024-10-30 Collier Michael Manning Officer M-Exempt D Restricted Share Units 597 0.00 1,939 D
2024-10-30 Coady Trisha L Officer F-InKind D Common Stock Holding 417 28.95 12.1K 23,566 D
2024-09-27 Sousa Michael Officer M-Exempt D Restricted Share Units 527 0.00 2,988 D
2024-09-27 Roberts Scott Alexander Officer M-Exempt A Common Stock Holding 422 0.00 22,890 D
2024-09-27 O'Hara Kevin P Officer F-InKind D Common Stock Holding 103 28.31 2.9K 9,846 D
2024-09-27 McQuigg Michael Scott Officer M-Exempt A Common Stock Holding 422 0.00 21,281 D
2024-09-27 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 316 0.00 1,793 D
2024-09-27 FRIST ROBERT A JR Director / Officer / 10% Owner M-Exempt D Restricted Share Units 527 0.00 2,988 D
2024-09-27 Cunningham Jeff Officer M-Exempt A Common Stock Holding 422 0.00 25,703 D
2024-09-27 Collier Michael Manning Officer F-InKind D Common Stock Holding 129 28.31 3.7K 40,402 D
2024-09-27 Coady Trisha L Officer M-Exempt A Common Stock Holding 422 0.00 22,374 D
2024-09-18 Sousa Michael Officer A-Award A Restricted Share Units 2,560 0.00 2,560 D
2024-09-18 Roberts Scott Alexander Officer A-Award A Restricted Share Units 2,048 0.00 2,048 D
2024-09-18 O'Hara Kevin P Officer A-Award A Restricted Share Units 2,048 0.00 2,048 D
2024-09-18 McQuigg Michael Scott Officer A-Award A Restricted Share Units 2,048 0.00 2,048 D
2024-09-18 Fenstermacher Scott Officer A-Award A Restricted Share Units 1,536 0.00 1,536 D
2024-09-18 FRIST ROBERT A JR Director / Officer / 10% Owner A-Award A Restricted Share Units 2,560 0.00 2,560 D
2024-09-18 Cunningham Jeff Officer A-Award A Restricted Share Units 2,048 0.00 2,048 D
2024-09-18 Collier Michael Manning Officer A-Award A Restricted Share Units 2,560 0.00 2,560 D
2024-09-18 Coady Trisha L Officer A-Award A Restricted Share Units 2,048 0.00 2,048 D
2024-08-29 Taylor Tate Deborah Director S-Sale D Common Stock Holding 1,400 28.53 39.9K 22,326
2024-08-26 Fenstermacher Scott Officer S-Sale D Common Stock Holding 1,000 28.99 29.0K 12,008
2024-08-23 O'Hara Kevin P Officer A-Award A Restricted Share Units 6,100 0.00 6,100
2024-08-07 O'Hara Kevin P Officer S-Sale D Common Stock Holding 3,000 28.03 84.1K 9,527
2024-06-06 Taylor Tate Deborah Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-06-06 STEAD WILLIAM Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-06-06 REBROVICK LINDA Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-06-06 RAPPUHN TERRY ALLISON Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-06-06 MCLAREN JEFFREY L Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-06-06 Jahangir Amir Alex Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-06-06 GORDON FRANK Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-06-06 DENT THOMPSON Director M-Exempt D Restricted Share Units 1,125 0.00 2,252
2024-05-30 Taylor Tate Deborah Director A-Award A Restricted Share Units 3,018 0.00 3,018
2024-05-30 STEAD WILLIAM Director A-Award A Restricted Share Units 3,018 0.00 3,018
2024-05-30 REBROVICK LINDA Director A-Award A Restricted Share Units 3,018 0.00 3,018
2024-05-30 RAPPUHN TERRY ALLISON Director A-Award A Restricted Share Units 3,018 0.00 3,018
2024-05-30 MCLAREN JEFFREY L Director A-Award A Restricted Share Units 3,018 0.00 3,018
2024-05-30 Jahangir Amir Alex Director A-Award A Restricted Share Units 3,018 0.00 3,018
2024-05-30 GORDON FRANK Director A-Award A Common Stock Holding 985 27.17 26.8K 205,342
2024-05-30 DENT THOMPSON Director A-Award A Restricted Share Units 3,018 0.00 3,018
2024-05-01 Fenstermacher Scott Officer S-Sale D Common Stock Holding 1,000 26.19 26.2K 13,008
2024-03-25 Taylor Tate Deborah Director M-Exempt D Restricted Share Units 944 0.00 0
2024-03-25 Sousa Michael Officer M-Exempt D Restricted Share Units 2,005 0.00 0
2024-03-25 STEAD WILLIAM Director M-Exempt D Restricted Share Units 944 0.00 0
2024-03-25 Roberts Scott Alexander Officer M-Exempt D Restricted Share Units 984 0.00 3,199
2024-03-25 REBROVICK LINDA Director M-Exempt A Common Stock Holding 2,092 0.00 53,775
2024-03-25 RAPPUHN TERRY ALLISON Director M-Exempt D Restricted Share Units 1,329 0.00 1,329
2024-03-25 O'Hara Kevin P Officer M-Exempt D Restricted Share Units 1,565 0.00 1,825
2024-03-25 McQuigg Michael Scott Officer M-Exempt D Restricted Share Units 1,829 0.00 0
2024-03-25 MCLAREN JEFFREY L Director M-Exempt D Restricted Share Units 944 0.00 0
2024-03-25 GORDON FRANK Director M-Exempt D Restricted Share Units 1,148 0.00 1,149
2024-03-25 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 738 0.00 2,399
2024-03-25 FRIST ROBERT A JR Director / Officer / 10% Owner M-Exempt D Restricted Share Units 1,715 0.00 2,001
2024-03-25 DENT THOMPSON Director M-Exempt D Restricted Share Units 944 0.00 0
2024-03-25 Cunningham Jeff Officer M-Exempt D Restricted Share Units 2,461 0.00 7,997
2024-03-25 Collier Michael Manning Officer M-Exempt D Restricted Share Units 3,444 0.00 11,196
2024-03-25 Coady Trisha L Officer M-Exempt D Restricted Share Units 2,744 0.00 0
2024-03-20 Sousa Michael Officer A-Award A Restricted Share Units 2,800 0.00 2,800
2024-03-20 Roberts Scott Alexander Officer A-Award A Restricted Share Units 2,240 0.00 2,240
2024-03-20 O'Hara Kevin P Officer A-Award A Restricted Share Units 2,240 0.00 2,240
2024-03-20 McQuigg Michael Scott Officer A-Award A Restricted Share Units 2,240 0.00 2,240
2024-03-20 Fenstermacher Scott Officer A-Award A Restricted Share Units 1,680 0.00 1,680
2024-03-20 FRIST ROBERT A JR Director / Officer / 10% Owner A-Award A Restricted Share Units 2,800 0.00 2,800
2024-03-20 Cunningham Jeff Officer A-Award A Restricted Share Units 2,240 0.00 2,240
2024-03-20 Collier Michael Manning Officer A-Award A Restricted Share Units 2,800 0.00 2,800
2024-03-20 Coady Trisha L Officer A-Award A Restricted Share Units 2,240 0.00 2,240
2024-03-11 GORDON FRANK Director A-Award A Common Stock Holding 225 26.70 6.0K 202,265
2024-02-26 Sousa Michael Officer S-Sale D Common Stock Holding 15,000 27.25 408.8K 42,525
2024-02-23 Sousa Michael Officer F-InKind D Common Stock Holding 2,588 26.81 69.4K 48,937
2024-02-23 Roberts Scott Alexander Officer M-Exempt D Restricted Share Units 1,500 0.00 8,500
2024-02-23 O'Hara Kevin P Officer F-InKind D Common Stock Holding 366 26.81 9.8K 8,478
2024-02-23 McQuigg Michael Scott Officer M-Exempt D Restricted Share Units 1,500 0.00 8,500
2024-02-23 Fenstermacher Scott Officer M-Exempt D Restricted Share Units 1,500 0.00 8,500
2024-02-23 Cunningham Jeff Officer M-Exempt D Restricted Share Units 1,500 0.00 8,500
2024-02-23 Collier Michael Manning Officer M-Exempt D Restricted Share Units 2,700 0.00 15,300
2024-02-23 Coady Trisha L Officer M-Exempt D Restricted Share Units 1,500 0.00 8,500
2024-02-22 Fenstermacher Scott Officer S-Sale D Common Stock Holding 1,000 26.59 26.6K 14,008

Executive team

Top executives
EBIT / Employee
21.4K
Shares Outstanding
29.31M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael M. Collier Executive Vice President, Corporate Strategy, Development, and Operations 381.9K 507.3K 79.6K 150.3K 13.0K 1.13M 51.84%
2 2025 Kevin P. O'Hara Executive Vice President, Workforce Platform and Applications 371.1K 454.6K 79.6K 146.4K 11.7K 1.06M 50.23%
3 2025 Trisha L. Coady Executive Vice President, Workforce Development Solutions 371.1K 425.7K 79.6K 146.4K 13.0K 1.04M 48.78%
4 2025 Scott A. Roberts Senior Vice President and Chief Financial Officer 344.0K 338.7K 63.6K 119.0K 2.9K 868.3K 46.34%
5 2025 Robert A. Frist, Jr. Chief Executive Officer 400.5K 225.0K 79.6K 158.1K 4.9K 868.0K 35.08%
6 2024 Michael Sousa Former Executive Vice President, Enterprise Applications 383.7K 471.5K 155.2K 7.8K 1.02M 46.31%
7 2024 Michael M. Collier Executive Vice President, Corporate Strategy, Development, and Operations 359.3K 338.8K 145.6K 5.2K 848.8K 39.91%
8 2024 Kevin P. O'Hara Executive Vice President, Enterprise Workforce Platform 342.3K 257.1K 122.0K 1.5K 722.9K 35.56%
9 2024 Kevin P. O'Hara Executive Vice President, Workforce Platform and Applications 342.3K 257.1K 122.0K 1.5K 722.9K 35.56%
10 2024 Trisha L. Coady Executive Vice President, Workforce Development Solutions 344.0K 239.5K 122.0K 4.8K 710.3K 33.72%
11 2024 Robert A. Frist, Jr. Chief Executive Officer 387.7K 150.0K 156.6K 7.8K 702.1K 21.37%
12 2024 Scott A. Roberts Senior Vice President and Chief Financial Officer 330.0K 239.5K 117.3K 5.1K 691.9K 34.62%
13 2023 Michael Sousa Executive Vice President, Enterprise Applications 375.0K 386.3K 187.5K 7.1K 955.8K 40.41%
14 2023 Michael Sousa Former Executive Vice President, Enterprise Applications 375.0K 386.3K 187.5K 7.1K 955.8K 40.41%
15 2023 Michael M. Collier Executive Vice President, Corporate Strategy, Development, and Operations 343.3K 311.3K 175.0K 4.6K 834.2K 37.31%
16 2023 Michael M. Collier Executive Vice President, Corporate Strategy and Development 343.3K 311.3K 175.0K 4.6K 834.2K 37.31%
17 2023 Robert A. Frist, Jr. Chief Executive Officer 380.0K 150.0K 190.0K 7.1K 727.1K 20.63%
18 2023 Trisha L. Coady Executive Vice President, Workforce Development Solutions 326.7K 224.0K 150.8K 4.6K 706.0K 31.73%
19 2023 Trisha L. Coady Senior Vice President, Workforce Development Solutions 326.7K 224.0K 150.8K 4.6K 706.0K 31.73%
20 2023 Scott A. Roberts Senior Vice President and Chief Financial Officer 313.3K 224.0K 144.0K 4.6K 685.9K 32.66%
21 2022 J. Edward Pearson President and Chief Operating Officer 368.3K 418.7K 158.0K 10.3K 955.3K 43.83%
22 2022 Michael Sousa Executive Vice President, Enterprise Applications 368.3K 418.7K 158.0K 6.4K 951.4K 44.01%
23 2022 Michael Sousa Former Executive Vice President, Enterprise Applications 368.3K 418.7K 158.0K 6.4K 951.4K 44.01%
24 2022 Robert A. Frist, Jr. Chief Executive Officer 375.0K 205.3K 160.1K 9.5K 749.9K 27.38%
25 2022 Trisha L. Coady Senior Vice President, Workforce Development Solutions 303.3K 338.3K 99.6K 6.3K 747.5K 45.25%
26 2022 Scott A. Roberts Senior Vice President and Chief Financial Officer 291.7K 196.6K 96.4K 6.3K 590.9K 33.27%
27 2021 Michael Sousa Senior Vice President and President, VerityStream 350.0K 494.0K 142.0K 6.4K 992.3K 49.78%
28 2021 Michael Sousa Executive Vice President, Enterprise Applications 350.0K 494.0K 142.0K 5.6K 991.5K 49.82%
29 2021 J. Edward Pearson President and Chief Operating Officer 350.0K 332.9K 142.0K 6.8K 831.6K 40.03%
30 2021 Kevin P. O'Hara Senior Vice President, Platform Solutions 285.0K 320.0K 85.5K 5.4K 695.9K 45.99%
31 2021 Robert A. Frist, Jr. Chief Executive Officer 358.4K 131.5K 146.0K 6.1K 642.0K 20.49%
32 2021 Scott A. Roberts Senior Vice President and Chief Financial Officer 266.7K 120.0K 82.5K 4.3K 473.5K 25.35%
33 2020 J. Edward Pearson President and Chief Operating Officer 339.9K 292.3K 91.1K 9.0K 732.2K 39.91%
34 2020 Michael Sousa Executive Vice President, Enterprise Applications 339.9K 292.3K 18.4K 7.3K 657.8K 44.43%
35 2020 Michael Sousa Senior Vice President and President, VerityStream 339.9K 292.3K 18.4K 7.3K 657.8K 44.43%
36 2020 Michael M. Collier Senior Vice President, Corporate Development and General Counsel 273.0K 180.0K 121.3K 54.6K 6.0K 634.8K 47.46%
37 2020 Robert A. Frist, Jr. Chief Executive Officer 345.1K 131.5K 92.5K 8.3K 577.4K 22.78%
38 2020 Scott A. Roberts Senior Vice President and Chief Financial Officer 250.0K 120.0K 121.3K 50.0K 5.9K 547.2K 44.09%
39 2019 Michael Sousa Senior Vice President and President, VerityStream 336.6K 373.1K 136.0K 6.2K 851.9K 43.80%
40 2019 J. Edward Pearson President and Chief Operating Officer 336.6K 276.5K 136.0K 8.6K 757.7K 36.49%
41 2019 Robert A. Frist, Jr. Chief Executive Officer 341.7K 131.5K 138.0K 6.2K 617.4K 21.30%
42 2019 Michael M. Collier Senior Vice President, Corporate Development and General Counsel 270.3K 180.0K 81.9K 5.8K 537.9K 33.45%
43 2019 Scott A. Roberts Senior Vice President and Chief Financial Officer 225.2K 128.0K 55.5K 4.9K 413.7K 30.95%
44 2019 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 78.6K 78.6K 0.00%
45 2018 Michael Sousa Senior Vice President and President, Verity, Inc. 318.6K 75.0K 234.4K 95.3K 5.6K 728.8K 32.16%
46 2018 Michael Sousa Senior Vice President and President, VerityStream 317.8K 75.0K 234.4K 95.3K 3.7K 726.2K 32.28%
47 2018 J. Edward Pearson President and Chief Operating Officer 320.7K 234.4K 132.0K 6.2K 693.3K 33.81%
48 2018 Robert A. Frist, Jr. Chief Executive Officer 330.5K 131.5K 134.0K 4.4K 600.4K 21.91%
49 2018 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 284.5K 113.3K 86.4K 5.6K 489.7K 23.14%
50 2018 Jeffrey D. Cunningham Senior Vice President and Chief Technology Officer 281.0K 113.3K 82.5K 5.6K 485.0K 23.36%
51 2017 Michael Sousa Senior Vice President and President, Verity, Inc. 291.5K 349.8K 1.8K 643.1K 54.39%
52 2017 Michael Sousa Senior Vice President and President, VerityStream 291.5K 349.8K 1.8K 643.1K 54.39%
53 2017 Robert A. Frist, Jr. Chief Executive Officer, President 319.3K 114.4K 97.2K 1.8K 532.7K 21.47%
54 2017 Robert A. Frist, Jr. Chief Executive Officer 319.3K 114.4K 97.2K 1.8K 532.7K 21.47%
55 2017 J. Edward Pearson Senior Vice President and Chief Operating Officer 299.5K 114.4K 91.9K 1.8K 507.6K 22.53%
56 2017 J. Edward Pearson President and Chief Operating Officer 299.5K 114.4K 91.9K 1.8K 507.6K 22.53%
57 2017 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 274.3K 103.0K 83.2K 1.8K 462.3K 22.28%
58 2017 Jeffrey S. Doster Senior Vice President and Chief Information Officer 271.2K 103.0K 82.3K 2.4K 458.9K 22.44%
59 2017 Jeffrey D. Cunningham Senior Vice President and Chief Technology Officer 126.0K 184.3K 37.8K 348.2K 52.94%
60 2016 Michael Sousa Senior Vice President and President, Echo, Inc. 278.8K 328.3K 3.1K 610.2K 53.80%
61 2016 Michael Sousa Senior Vice President and President, Verity, Inc. 278.8K 328.3K 3.1K 610.2K 53.80%
62 2016 Thomas Schultz Senior Vice President, Sales 211.7K 77.3K 271.6K 560.6K 13.79%
63 2016 Robert A. Frist, Jr. Chief Executive Officer, President 305.6K 114.4K 3.6K 423.6K 27.01%
64 2016 Robert A. Frist, Jr. Chief Executive Officer 305.6K 114.4K 3.6K 423.6K 27.01%
65 2016 J. Edward Pearson President and Chief Operating Officer 288.8K 114.4K 3.6K 406.8K 28.12%
66 2016 J. Edward Pearson Senior Vice President and Chief Operating Officer 288.8K 114.4K 3.6K 406.8K 28.12%
67 2016 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 264.9K 103.0K 3.6K 371.5K 27.72%
68 2016 Jeffrey S. Doster Senior Vice President and Chief Information Officer 262.1K 103.0K 4.8K 369.8K 27.84%
69 2015 Michael Sousa Senior Vice President and President, Echo, Inc. 266.9K 319.1K 108.2K 1.8K 696.0K 45.85%
70 2015 Michael Sousa Senior Vice President and President, Verity, Inc. 266.9K 319.1K 108.2K 1.8K 696.0K 45.85%
71 2015 Thomas Schultz Senior Vice President, Sales 205.2K 77.3K 226.4K 508.9K 15.19%
72 2015 Robert A. Frist, Jr. Chief Executive Officer, President 292.3K 114.4K 89.0K 1.8K 497.5K 22.99%
73 2015 J. Edward Pearson Senior Vice President and Chief Operating Officer 276.2K 114.4K 84.1K 1.8K 476.5K 24.01%
74 2015 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 255.4K 103.0K 77.6K 1.8K 437.7K 23.53%
75 2015 Jeffrey S. Doster Senior Vice President and Chief Information Officer 253.7K 94.9K 76.9K 1.8K 427.3K 22.22%
76 2014 Michael Sousa Senior Vice President 229.1K 87.5K 45.9K 148.9K 511.4K 17.10%
77 2014 Michael Sousa Senior Vice President and President, Echo, Inc. 229.1K 87.5K 45.9K 148.9K 511.4K 17.10%
78 2014 Robert A. Frist, Jr. Chief Executive Officer, President 278.8K 114.4K 85.0K 478.3K 23.92%
79 2014 J. Edward Pearson Senior Vice President and Chief Operating Officer 263.9K 114.4K 80.3K 458.6K 24.95%
80 2014 Arthur E. Newman Executive Vice President 250.6K 102.8K 75.9K 429.3K 23.94%
81 2014 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 246.3K 102.8K 74.6K 423.7K 24.25%
82 2014 Thomas Schultz Senior Vice President, Sales 108.3K 202.4K 95.0K 405.8K 49.88%
83 2013 Michael Sousa Senior Vice President and President, Echo, Inc. 198.9K 81.4K 8.8K 183.9K 473.0K 17.20%
84 2013 Michael Sousa Senior Vice President 198.9K 81.4K 8.8K 183.9K 473.0K 17.20%
85 2013 Michael Sousa Senior Vice President 198.9K 81.4K 8.8K 183.9K 473.0K 17.20%
86 2013 Robert A. Frist, Jr. Chief Executive Officer, President 265.6K 108.5K 35.2K 409.3K 26.51%
87 2013 J. Edward Pearson Senior Vice President and Chief Operating Officer 252.1K 108.5K 33.4K 394.1K 27.53%
88 2013 J. Edward Pearson Senior Vice President and Chief Operating Officer 252.1K 108.5K 33.4K 394.1K 27.53%
89 2013 Arthur E. Newman Executive Vice President 241.8K 108.5K 32.1K 382.4K 28.38%
90 2013 Arthur E. Newman Executive Vice President 241.8K 108.5K 32.1K 382.4K 28.38%
91 2013 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 237.7K 108.5K 31.5K 377.7K 28.73%
92 2013 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 237.7K 108.5K 31.5K 377.7K 28.73%
93 2012 Michael Sousa Senior Vice President 190.0K 5.0K 86.3K 150.7K 432.0K 19.97%
94 2012 Michael Sousa Senior Vice President 190.0K 5.0K 86.3K 150.7K 432.0K 19.97%
95 2012 J. Edward Pearson Senior Vice President and Chief Operating Officer 244.0K 19.1K 115.0K 378.1K 30.41%
96 2012 J. Edward Pearson Senior Vice President and Chief Operating Officer 244.0K 19.1K 115.0K 378.1K 30.41%
97 2012 Arthur E. Newman Executive Vice President 231.0K 18.3K 115.0K 364.3K 31.56%
98 2012 Arthur E. Newman Executive Vice President 231.0K 18.3K 115.0K 364.3K 31.56%
99 2012 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 227.0K 18.0K 115.0K 360.0K 31.94%
100 2012 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 227.0K 18.0K 115.0K 360.0K 31.94%
101 2012 Robert A. Frist, Jr. Chief Executive Officer, President 253.0K 20.2K 273.2K 0.00%
102 2011 Michael Sousa Senior Vice President 185.0K 65.8K 18.5K 131.0K 400.3K 16.44%
103 2011 Michael Sousa Senior Vice President 185.0K 65.8K 18.5K 131.0K 400.3K 16.44%
104 2011 J. Edward Pearson Senior Vice President and Chief Operating Officer 229.2K 87.8K 81.4K 398.3K 22.03%
105 2011 J. Edward Pearson Senior Vice President and Chief Operating Officer 229.2K 87.8K 81.4K 398.3K 22.03%
106 2011 Arthur E. Newman Executive Vice President 222.5K 87.8K 78.8K 389.0K 22.56%
107 2011 Arthur E. Newman Executive Vice President 222.5K 87.8K 78.8K 389.0K 22.56%
108 2011 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 218.2K 87.8K 77.4K 383.3K 22.90%
109 2011 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 218.2K 87.8K 77.4K 383.3K 22.90%
110 2011 Robert A. Frist, Jr. Chief Executive Officer, President 240.0K 85.8K 325.8K 0.00%
111 2011 Robert A. Frist, Jr. Chief Executive Officer, President 240.0K 85.8K 325.8K 0.00%
112 2010 Michael Sousa Senior Vice President 183.3K 88.5K 18.5K 106.6K 397.0K 22.29%
113 2010 Michael Sousa Senior Vice President 183.3K 88.5K 18.5K 106.6K 397.0K 22.29%
114 2010 J. Edward Pearson Senior Vice President 220.0K 77.9K 333.3K 0.00%
115 2010 J. Edward Pearson Senior Vice President and Chief Operating Officer 220.0K 35.4K 77.9K 333.3K 10.62%
116 2010 J. Edward Pearson Senior Vice President and Chief Operating Officer 220.0K 35.4K 77.9K 333.3K 10.62%
117 2010 Arthur E. Newman Executive Vice President 215.0K 35.4K 76.1K 326.5K 10.84%
118 2010 Arthur E. Newman Executive Vice President 215.0K 35.4K 76.1K 326.5K 10.84%
119 2010 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 210.0K 35.4K 74.4K 319.8K 11.07%
120 2010 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 210.0K 35.4K 74.4K 319.8K 11.07%
121 2010 Robert A. Frist, Jr. Chief Executive Officer, President 223.3K 80.5K 303.8K 0.00%
122 2010 Robert A. Frist, Jr. Chief Executive Officer, President 223.3K 80.5K 303.8K 0.00%
123 2009 Arthur E. Newman Executive Vice President 208.3K 73.5K 319.0K 0.00%
124 2009 J. Edward Pearson Senior Vice President 213.3K 75.3K 309.4K 0.00%
125 2009 J. Edward Pearson Senior Vice President and Chief Operating Officer 213.3K 20.8K 75.3K 309.4K 6.72%
126 2009 Robert A. Frist, Jr. Chief Executive Officer, President 208.3K 73.5K 291.8K 0.00%
127 2009 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 203.3K 15.6K 71.8K 290.7K 5.37%
128 2009 Michael Sousa Senior Vice President 165.0K 279.7K 0.00%
129 2009 Jeffrey S. Doster Senior Vice President and Chief Technology Officer 203.3K 218.9K 0.00%
130 2009 Kevin P. O’Hara Senior Vice President, General Counsel and Secretary 195.0K 215.8K 0.00%
131 2008 Arthur E. Newman Executive Vice President 204.2K 284.9K 0.00%
132 2008 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer 124.4K 265.6K 0.00%
133 2008 Jeffrey S. Doster Senior Vice President and Chief Technology Officer 128.1K 260.8K 0.00%
134 2008 J. Edward Pearson Senior Vice President 209.2K 259.7K 0.00%
135 2008 Kevin P. O’Hara Senior Vice President, General Counsel and Secretary 183.3K 233.9K 0.00%
136 2008 Kevin P. O’Hara Senior Vice President, General Counsel and Secretary 183.3K 223.9K 0.00%
137 2008 Robert A. Frist, Jr. Chief Executive Officer, President 205.0K 215.0K 0.00%
138 2008 Gerard M. Hayden, Jr. Financial Officer 124.4K 148.1K 0.00%
139 2008 Jeffrey S. Doster Technology Officer 128.1K 144.7K 0.00%
140 2007 Arthur E. Newman Executive Vice President 194.2K 15.7K 289.7K 0.00%
141 2007 Arthur E. Newman Executive Vice President and 194.2K 15.7K 289.7K 0.00%
142 2007 J. Edward Pearson Senior Vice President 200.0K 9.2K 278.7K 0.00%
143 2007 Robert A. Frist, Jr. Chief Executive Officer, President 194.2K 15.7K 260.4K 0.00%
144 2007 Kevin P. O’Hara Senior Vice President, General Counsel and Secretary 162.9K 11.9K 256.4K 0.00%
145 2007 Kevin P. O’Hara Senior Vice President, General Counsel and Secretary 162.9K 11.9K 210.6K 0.00%
146 2007 Susan A. Brownie Senior Vice President, Chief Financial Officer, and 114.2K 14.5K 197.0K 0.00%
147 2007 Jeffrey S. Doster Senior Vice President and Chief Technology Officer
148 2007 Jeffrey S. Doster Technology Officer
149 2007 Gerard M. Hayden, Jr. Senior Vice President and Chief Financial Officer
150 2007 Gerard M. Hayden, Jr. Financial Officer
151 2006 Arthur E. Newman Executive Vice President and 184.2K 14.9K 275.1K 0.00%
152 2006 Robert A. Frist, Jr. Chief Executive Officer, President 182.1K 12.8K 254.1K 0.00%
153 2006 Susan A. Brownie Senior Vice President, Chief Financial Officer, and 168.3K 12.8K 226.9K 0.00%
154 2006 Kevin P. O’Hara Senior Vice President, General Counsel and Secretary 138.3K 10.2K 179.6K 0.00%
155 2006 J. Edward Pearson Senior Vice President 108.3K 10.0K 155.0K 0.00%
156 2005 Arthur E. Newman, Executive Vice President 174.6K 3.0K 177.6K 0.00%
157 2005 Fred Perner, Senior Vice President 174.4K 3.0K 177.4K 0.00%
158 2005 Susan A. Brownie, Senior Vice President, Chief Financial Officer and Secretary 149.2K 3.3K 152.5K 0.00%
159 2005 Robert A. Frist, Jr., CEO 148.8K 3.0K 151.8K 0.00%
160 2004 Arthur E. Newman, Senior Vice President and CFO 169.0K 169.0K 0.00%
161 2004 Arthur E. Newman, Executive Vice President 169.0K 169.0K 0.00%
162 2004 Fred Perner, Senior Vice President 166.0K 166.0K 0.00%
163 2004 Robert A. Frist, Jr., CEO 137.5K 137.5K 0.00%
164 2004 Susan A. Brownie, Vice President of Finance and Corporate Controller 136.0K 136.0K 0.00%
165 2004 Susan A. Brownie, Senior Vice President, Chief Financial Officer and Secretary 136.0K 136.0K 0.00%
166 2004 Michael T. Pote, Senior Vice President 75.5K 75.5K 0.00%
167 2003 Michael T. Pote, Senior Vice President 157.5K 23.2K 180.7K 0.00%
168 2003 Arthur E. Newman, Executive Vice President 157.5K 23.2K 180.7K 0.00%
169 2003 Arthur E. Newman, Senior Vice President and CFO 157.5K 23.2K 180.7K 0.00%
170 2003 Fred Perner, Senior Vice President 150.0K 22.1K 172.1K 0.00%
171 2003 Susan A. Brownie, Senior Vice President, Chief Financial Officer and Secretary 125.0K 14.1K 139.1K 0.00%
172 2003 Susan A. Brownie, Vice President of Finance and Controller 125.0K 14.1K 139.1K 0.00%
173 2003 Susan A. Brownie, Vice President of Finance and Corporate Controller 125.0K 14.1K 139.1K 0.00%
174 2003 Robert A. Frist, Jr., CEO 96.3K 10.0K 106.3K 0.00%
175 2002 Michael T. Pote, Senior Vice President 156.9K 20.0K 176.9K 0.00%
176 2002 Arthur E. Newman, Senior Vice President and CFO 156.9K 20.0K 176.9K 0.00%
177 2002 Fred Perner, Senior Vice President 148.8K 20.0K 168.8K 0.00%
178 2002 Susan A. Brownie, Vice President of Finance and Controller 103.6K 15.0K 118.6K 0.00%
179 2002 Susan A. Brownie, Vice President of Finance and Corporate Controller 103.6K 15.0K 118.6K 0.00%
180 2002 Robert A. Frist, Jr., CEO 85.0K 85.0K 0.00%
181 2002 Robert A Frist, Jr., CEO 85.0K 85.0K 0.00%
182 2001 Michael T. Pote, Senior Vice President 141.9K 14.0K 155.9K 0.00%
183 2001 Arthur E. Newman, Senior Vice President and CFO 138.3K 14.0K 152.3K 0.00%
184 2001 Fred Perner, Senior Vice President 131.3K 14.0K 145.3K 0.00%
185 2001 Susan A. Brownie, Vice President of Finance and Controller 110.6K 11.5K 122.1K 0.00%
186 2001 Robert A Frist, Jr., President and CEO Michael T. Pote, Senior Vice President Fred Perner, Susan A. Brownie, Vice President of Finance and Controller 85.0K 10.0K 95.0K 0.00%
187 2001 Robert A. Frist, Jr., CEO 85.0K 10.0K 95.0K 0.00%
188 2001 Robert A Frist, Jr., CEO 85.0K 10.0K 95.0K 0.00%
189 2000 Arthur E. Newman, Senior Vice President and CFO 125.8K 10.0K 135.8K 0.00%
190 2000 Michael T. Pote, Senior Vice President 121.7K 10.0K 131.7K 0.00%
191 2000 Susan A. Brownie, Vice President of Finance and Controller 88.8K 10.5K 99.3K 0.00%
192 2000 Robert A Frist, Jr., CEO 85.0K 10.0K 95.0K 0.00%
193 2000 Robert A Frist, Jr., President and CEO Michael T. Pote, Senior Vice President Fred Perner, Susan A. Brownie, Vice President of Finance and Controller 85.0K 10.0K 95.0K 0.00%
194 2000 Fred Perner, Senior Vice President 55.8K 55.8K 0.00%
195 1999 Robert A Frist, Jr., President and CEO Michael T. Pote, Senior Vice President Fred Perner, Susan A. Brownie, Vice President of Finance and Controller 79.2K 9.7K 88.8K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-10 DEFA14A
2026-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-04-10 DEFA14A
2026-04-10 DEF 14A
2026-04-10 ARS
2026-03-31 4
2026-03-31 4
2026-03-30 4
2026-03-30 4
2026-03-30 4
2026-03-30 4

Executive team

NameTitleCompensationGender
Robert A. Frist Jr. Co-Founder, Chairman of the Board & Chief Executive Officer 563.5K male
Michael Collier Executive Vice President of Corporate Strategy, Development & Operations 545.2K male
Trisha L. Coady Executive Vice President of Workforce Development Solutions 530.5K female
Kevin O'Hara Executive Vice President of Workforce Platform and Applications 529.2K male
Scott Alexander Roberts Chief Financial Officer & Senior Vice President 465.9K male
Jeffrey D. Cunningham Senior Vice President & Chief Technology Officer 369.1K male
Arthur E. Newman Senior Executive Advisor 326.5K male
Mollie Condra Vice President of Investor Relations & Communications
Michael Scott McQuigg Senior Vice President of Digital & Network Development male
Sneha Oakley Vice President, Compliance Officer & General Counsel female
Jennifer LoPresto Senior Vice President of Sales female
ESG Rating
B
MEDICAL - HEALTHCARE INFORMATION SERVICES
2023
E (Environmental)
78.8 / 63.0
Company / Sector avg.
S (Social)
67.9 / 69.8
Company / Sector avg.
G (Governance)
72.4 / 68.0
Company / Sector avg.
ESG Total
73.0 / 66.9
Company / Sector avg.
ESG Score History MEDICAL - HEALTHCARE INFORMATION SERVICES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2018-06-07 2018-06-15 Greg Gianforte MT00 Joint Sale (Full) $50,001 - $100,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits