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InvenTrust Properties Corp. (IVT)
USD35.44
-0.11 (-0.31%)
US NYSE Real Estate REIT - Retail
Address
3025 Highland Parkway 60515
Downers Grove, IL, US
Downers Grove, IL, US
CEO
Daniel Joseph Busch
Website
inventrustproperties.com
IPO
2014-02-27
CIK 1307748 ISIN US46124J2015
Description
InvenTrust Properties Corp. operates as a leading multi-tenant retail real estate investment trust (REIT), engaging in the acquisition, ownership, leasing, redevelopment, and management of properties. Its portfolio largely comprises grocery-anchored neighborhood centers, along with some power centers that often include a grocery store, primarily located in demographically robust Sun Belt markets. The company is committed to advancing its multi-tenant retail platform by strategically investing in essential grocery-anchored assets within its current regions, consistently employing a focused and disciplined capital allocation strategy.
News Sentiment (7d)
Based on only 1 article — low confidence
- Are You Looking for a High-Growth Dividend Stock? Zacks Investment Research
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
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
USD35.44
-0.11 (-0.31%)
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Volume Profile
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Liquidity & share structure
Average Volume
892.5K
Beta
-6.18
Float Shares
77.18M
Free Float %
99.0%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.24% | +0.64% | +3.14% | +6.19% | +16.08% | +17.44% | +17.94% | +56.27% | +119.40% | +88.24% | -34.29% |
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
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (5 ratings, all time)
Buy
Price Targets & DCF
Current price
35.44
Low
33.00
-6.9%
Consensus
34.50
-2.7%
Median
34.50
-2.7%
High
36.00
+1.6%
DCF (Unlevered)
543.26
+1,432.9%
DCF (Levered)
231.42
+553.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
63% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 5 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
36.00
+1.6%
|
| Last Quarter | 1 |
36.00
+1.6%
|
| Last Year | 3 |
34.00
-4.1%
|
| All Time | 8 |
33.00
-6.9%
|
Quality scores
Altman Z-Score
-0.20
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
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
2 / 5
Medium
Operational MOAT
★ Strong MOAT
-
Revenue growth+9.2% Q1'26: +11.9% (vs Q1'25)
-
EPS growth+647.4% Q1'26: -19.4% (vs Q1'25)
-
FCF margin— Q1'26: +17.1% (vs Q1'25)
-
EBIT margin— Q1'26: +18.5% (vs Q1'25)
-
ROIC— Q1'26: +2.2% (vs Q1'25)
-
Share dilution+10.3% Q1'26: +0.3% (vs Q1'25)
-
Debt / EBITDA3.01× Q1'26: 4.98× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 3 EPS Ana. |
Dec 2027 4 Rev. Ana. 3 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
236.71M
est: 232.21M (+1.9%)
|
258.68M
est: 290.17M (-10.9%)
|
273.97M
est: 271.98M (+0.7%)
|
299.17M
est: 297.58M (+0.5%)
|
329.74M
321.57M – 337.90M
+10.8% YoY
|
351.98M
346.41M – 357.55M
+6.7% YoY
|
362.65M
356.97M – 368.33M
+3.0% YoY
|
429.04M
416.13M – 440.60M
+18.3% YoY
|
| EBITDA |
130.20M
est: 127.97M (+1.7%)
|
156.84M
est: 286.69M (-45.3%)
|
164.71M
est: 268.72M (-38.7%)
|
274.44M
est: 294.02M (-6.7%)
|
325.79M
317.72M – 333.86M
+10.8% YoY
|
347.76M
342.26M – 353.27M
+6.7% YoY
|
358.31M
352.69M – 363.92M
+3.0% YoY
|
423.90M
411.15M – 435.32M
+18.3% YoY
|
| EBIT |
35.25M
est: 29.97M (+17.6%)
|
43.41M
est: 211.65M (-79.5%)
|
50.76M
est: 198.38M (-74.4%)
|
145.94M
est: 217.06M (-32.8%)
|
240.52M
234.56M – 246.47M
+10.8% YoY
|
256.74M
252.68M – 260.80M
+6.7% YoY
|
264.52M
260.38M – 268.67M
+3.0% YoY
|
312.95M
303.54M – 321.38M
+18.3% YoY
|
| Net Income |
52.23M
est: 51.84M (+0.8%)
|
5.27M
est: 7.46M (-29.4%)
|
13.66M
est: 8.36M (+63.4%)
|
111.42M
est: 84.57M (+31.8%)
|
12.80M
12.54M – 13.05M
-84.9% YoY
|
12.24M
11.98M – 12.51M
-4.3% YoY
|
8.61M
4.62M – 12.61M
-29.7% YoY
|
28.99M
27.85M – 30.00M
+236.8% YoY
|
| SGA |
33.34M
est: 34.02M (-2.0%)
|
31.80M
est: 39.57M (-19.6%)
|
33.17M
est: 37.08M (-10.6%)
|
34.93M
est: 40.58M (-13.9%)
|
44.96M
43.85M – 46.07M
+10.8% YoY
|
47.99M
47.23M – 48.75M
+6.7% YoY
|
49.45M
48.67M – 50.22M
+3.0% YoY
|
58.50M
56.74M – 60.08M
+18.3% YoY
|
| EPS |
0.77
est: 0.73 (+5.5%)
|
0.08
est: 0.10 (-18.3%)
|
0.19
est: 0.11 (+78.1%)
|
1.44
est: 1.08 (+33.0%)
|
0.16
0.16 – 0.17
-84.9% YoY
|
0.16
0.15 – 0.16
-4.1% YoY
|
0.11
0.06 – 0.16
-29.8% YoY
|
0.37
0.36 – 0.38
+236.4% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-29 | B of A Securities | Buy | Buy | Maintain |
| 2026-05-26 | Wells Fargo | Overweight | Overweight | Maintain |
| 2026-05-06 | JP Morgan | Neutral | Neutral | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-27 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-26 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 2/5 | 3/5 | 4/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 2/5 | 3/5 | 5/5 | 3/5 | 2/5 | 3/5 |
| 2026-05-01 | B | 3/5 | 2/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-30 | B | 3/5 | 2/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-29 | B | 3/5 | 2/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-28 | B | 3/5 | 2/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-24 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-17 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
| 2026-04-16 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 2/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
179.84M
OE per share TTM
2.30
Owner's Yield
6.97%
Maintenance CapEx ratio
307.45%
Maint CapEx / Avg PPE
250.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
318
Total invested
1.85B
Insider transactions (90d)
7
Beneficial owners (>5%)
25
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. | 6.17M | 9.20% | 5.98M | — | 6.17M | — | HC | Delaware | 2023-02-01 | ↗ |
| 2 | Advisors, Inc. | 6.08M | 13.70% | — | 6.08M | — | 10.00 | IA, CO | Butterfield Road, Oak Brook, Illinois 60523 | 2008-03-06 | ↗ |
| 3 | Identification No. 36-3337999) | 6.08M | 13.70% | — | 6.08M | — | 10.00 | HC, CO | Butterfield Road, Oak Brook, Illinois 60523 | 2008-03-06 | ↗ |
| 4 | The Inland | 6.08M | 13.70% | — | 6.08M | — | 10.00 | HC, CO | Butterfield Road, Oak Brook, Illinois 60523 | 2008-03-06 | ↗ |
| 5 | 34-2019608) | 6.08M | 13.70% | — | 6.08M | — | 10.00 | CO | Butterfield Road, Oak Brook, Illinois 60523 | 2008-03-06 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 5.53M | 7.75% | — | — | 5.42M | 104.8K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 7 | InvenTrust Properties Corp. | 4.44M | 4.90% | 4.44M | — | 4.44M | 10.00 | CO | Downers Grove, Illinois 60515 | 2017-10-19 | ↗ |
| 8 | Nos. of above persons ( | 4.33M | 9.80% | — | 4.33M | — | 10.00 | HC, CO | Butterfield Road, Oak Brook, Illinois 60523 | 2008-01-22 | ↗ |
| 9 | Principal Real Estate Investors, LLC | 3.99M | 5.18% | — | 3.99M | — | — | IA | Delaware | 2024-11-13 | ↗ |
| 10 | Israel A. Englander | 3.50M | 5.20% | — | 3.50M | — | 3.50M | IN | — | 2022-05-24 | ↗ |
| 11 | Millennium Group Management LLC | 3.50M | 5.20% | — | 3.50M | — | 3.50M | OO | — | 2022-05-24 | ↗ |
| 12 | Millennium Management LLC | 3.50M | 5.20% | — | 3.50M | — | 3.50M | OO | — | 2022-05-24 | ↗ |
| 13 | Inland American Real Estate Trust, Inc. | 3.14M | 3.90% | — | 3.14M | — | 10.00 | CO | Maryland | 2010-01-19 | ↗ |
| 14 | Daniel L. Goodwin | 1.45M | 7.80% | — | 1.45M | — | 10.00 | HC, IN | 60523 | 2008-07-18 | ↗ |
| 15 | Inland Investment Advisors, Inc. | 1.45M | 7.80% | — | 1.45M | — | 10.00 | IA, CO | 60523 | 2008-07-18 | ↗ |
| 16 | Inland Real Estate Investment Corporation | 1.45M | 7.80% | — | 1.45M | — | 10.00 | HC, CO | 60523 | 2008-07-18 | ↗ |
| 17 | The Inland Group, Inc. | 1.45M | 7.80% | — | 1.45M | — | 10.00 | HC, CO | 60523 | 2008-07-18 | ↗ |
| 18 | Integrated Core Strategies (US) LLC | 805.9K | 1.20% | — | 805.9K | — | 805.9K | OO | — | 2021-12-22 | ↗ |
| 19 | Inland Western Retail Real Estate Trust, Inc. | 70.6K | 0.40% | — | 70.6K | — | 10.00 | CO | 60523 | 2008-07-18 | ↗ |
| 20 | Eagle Financial Corp. | 40.0K | 0.20% | — | 40.0K | — | 10.00 | CO | 60523 | 2008-07-18 | ↗ |
| 21 | The Inland Real Estate Transactions Group, Inc. | 40.0K | 0.20% | — | 40.0K | — | 10.00 | HC, CO | 60523 | 2008-07-18 | ↗ |
| 22 | Minto Builders (Florida), Inc. | 33.0K | 0.20% | — | 33.0K | — | 10.00 | CO | 60523 | 2008-07-18 | ↗ |
| 23 | Inland Real Estate Corporation | 5.0K | 0.00% | — | 5.0K | — | 10.00 | CO | 60523 | 2008-07-18 | ↗ |
| 24 | Robert D. Parks | 3.4K | 0.00% | — | 3.4K | — | 10.00 | IN | 60523 | 2008-07-18 | ↗ |
| 25 | Robert H. Baum | 3.0K | 0.00% | — | 3.0K | — | 10.00 | IN | 60523 | 2008-07-18 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
318
+21 vs prev Q
New positions
54
Closed positions
33
Increased
157
Reduced
90
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 | VANGUARD GROUP INC | 11.15M -127.3K (-1.1%) | 314.44M -8.2M (-2.5%) | 14.36% -0.168 pp | 0.00% 0.000 pp | USD26.82 +5.2% | 17 qtrs — |
| 2 | BLACKROCK, INC. | 9.30M +1.5M (+19.4%) | 262.41M +39.4M (+17.7%) | 11.99% +1.945 pp | 0.00% +0.001 pp | USD28.50 -1.0% | 6 qtrs — |
| 3 | PRINCIPAL FINANCIAL GROUP INC | 6.19M +1.5M (+30.8%) | 174.61M +39.2M (+28.9%) | 7.98% +1.877 pp | 0.09% +0.021 pp | USD27.38 +3.0% | 17 qtrs — |
| 4 | STATE STREET CORP | 2.72M -95.5K (-3.4%) | 77.44M -3.9M (-4.8%) | 3.51% -0.124 pp | 0.00% 0.000 pp | USD27.17 +3.8% | 17 qtrs — |
| 5 | FMR LLC | 2.10M +76.5K (+3.8%) | 59.38M +1.3M (+2.3%) | 2.71% +0.098 pp | 0.00% +0.000 pp | USD28.97 -2.6% | 15 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.01M -321.0 (0.0%) | 56.66M -831.3K (-1.4%) | 2.59% -0.001 pp | 0.00% 0.000 pp | USD26.43 +6.7% | 17 qtrs — |
| 7 | MILLENNIUM MANAGEMENT LLC | 1.91M +553.2K (+40.8%) | 53.89M +15.0M (+38.7%) | 2.46% +0.712 pp | 0.02% +0.006 pp | USD27.51 +2.5% | 17 qtrs — |
| 8 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.38M +12.2K (+0.9%) | 38.94M -217.5K (-0.6%) | 1.78% +0.015 pp | 0.01% 0.000 pp | USD26.90 +4.9% | 17 qtrs — |
| 9 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1.29M +1.1M (+600.3%) | 36.33M +31.1M (+590.3%) | 1.66% +1.423 pp | 0.36% +0.306 pp | USD28.27 -0.2% | 2 qtrs — |
| 10 | QUBE RESEARCH & TECHNOLOGIES LTD | 1.05M +200.6K (+23.6%) | 29.63M +5.3M (+21.8%) | 1.35% +0.258 pp | 0.03% +0.005 pp | USD27.57 +2.3% | 10 qtrs — |
| 11 | VISION CAPITAL CORP | 1.02M -88.5K (-8.0%) | 28.70M -2.9M (-9.3%) | 1.31% -0.114 pp | 12.64% +3.388 pp | USD28.21 +0.0% | 5 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 990.4K -17.9K (-1.8%) | 27.94M -919.3K (-3.2%) | 1.28% -0.024 pp | 0.01% 0.000 pp | USD24.97 +13.0% | 15 qtrs — |
| 13 | SCHRODER INVESTMENT MANAGEMENT GROUP | 963.2K +135.3K (+16.3%) | 27.15M +3.5M (+14.9%) | 1.24% +0.174 pp | 0.02% +0.002 pp | USD28.37 -0.6% | 6 qtrs — |
| 14 | DEPRINCE RACE & ZOLLO INC | 955.0K +955.0K (+100.0%) | 26.94M +26.9M (+100.0%) | 1.23% +1.231 pp | 0.52% +0.516 pp | USD28.21 +0.0% | 1 qtrs NEW |
| 15 | GOLDMAN SACHS GROUP INC | 931.8K +132.1K (+16.5%) | 26.29M +3.4M (+14.9%) | 1.20% +0.170 pp | 0.00% +0.000 pp | USD27.99 +0.8% | 16 qtrs — |
| 16 | NORTHERN TRUST CORP | 867.2K -99.5K (-10.3%) | 24.46M -3.2M (-11.6%) | 1.12% -0.129 pp | 0.00% 0.000 pp | USD26.64 +5.9% | 17 qtrs — |
| 17 | HUDSON BAY CAPITAL MANAGEMENT LP | 740.7K -83.2K (-10.1%) | 20.89M -2.7M (-11.4%) | 0.95% -0.108 pp | 0.07% -0.010 pp | USD28.62 -1.4% | 2 qtrs — |
| 18 | NUVEEN, LLC | 652.1K -102.4K (-13.6%) | 18.39M -3.2M (-14.8%) | 0.84% -0.132 pp | 0.00% -0.001 pp | USD29.37 -3.9% | 4 qtrs — |
| 19 | NEUBERGER BERMAN GROUP LLC | 627.2K -403.0K (-39.1%) | 17.69M -11.8M (-40.0%) | 0.81% -0.520 pp | 0.01% -0.008 pp | USD29.25 -3.6% | 4 qtrs — |
| 20 | JPMORGAN CHASE & CO | 565.1K +41.4K (+7.9%) | 15.94M +952.3K (+6.4%) | 0.73% +0.053 pp | 0.00% +0.000 pp | USD26.80 +5.3% | 17 qtrs — |
| 21 | ABRDN PLC | 561.3K +12.1K (+2.2%) | 15.83M +34.4K (+0.2%) | 0.72% +0.016 pp | 0.02% -0.001 pp | USD27.71 +1.8% | 17 qtrs — |
| 22 | LEGAL & GENERAL GROUP PLC | 440.4K +50.6K (+13.0%) | 12.42M +1.3M (+11.4%) | 0.57% +0.065 pp | 0.00% +0.000 pp | USD26.30 +7.3% | 17 qtrs — |
| 23 | CHILTON CAPITAL MANAGEMENT LLC | 425.7K +139.0K (+48.5%) | 12.10M +3.8M (+46.3%) | 0.55% +0.179 pp | 0.42% +0.138 pp | USD27.47 +2.7% | 17 qtrs — |
| 24 | RUSSELL INVESTMENTS GROUP, LTD. | 412.3K +313.5K (+317.4%) | 11.63M +8.8M (+311.4%) | 0.53% +0.404 pp | 0.01% +0.010 pp | USD28.01 +0.7% | 14 qtrs — |
| 25 | JACOBS LEVY EQUITY MANAGEMENT, INC | 410.9K -240.1K (-36.9%) | 11.59M -7.0M (-37.8%) | 0.53% -0.310 pp | 0.04% -0.029 pp | USD25.55 +10.4% | 8 qtrs — |
| 26 | GLENMEDE TRUST CO NA | 372.5K +372.5K (+100.0%) | 10.51M +10.5M (+100.0%) | 0.48% +0.480 pp | 0.05% +0.050 pp | USD28.21 +0.0% | 1 qtrs NEW |
| 27 | MITSUBISHI UFJ TRUST & BANKING CORP | 370.9K -21.7K (-5.5%) | 10.46M -773.1K (-6.9%) | 0.48% -0.028 pp | 0.02% +0.000 pp | USD28.86 -2.3% | 16 qtrs — |
| 28 | AMERIPRISE FINANCIAL INC | 342.7K -46.2K (-11.9%) | 9.67M -1.5M (-13.1%) | 0.44% -0.060 pp | 0.00% 0.000 pp | USD27.76 +1.6% | 17 qtrs — |
| 29 | BANK OF NEW YORK MELLON CORP | 336.5K +6.1K (+1.9%) | 9.49M +38.0K (+0.4%) | 0.43% +0.008 pp | 0.00% 0.000 pp | USD26.20 +7.7% | 17 qtrs — |
| 30 | ADELANTE CAPITAL MANAGEMENT LLC | 329.8K -5.2K (-1.6%) | 9.30M -285.9K (-3.0%) | 0.43% -0.007 pp | 0.63% -0.014 pp | USD25.49 +10.7% | 10 qtrs — |
| 31 | MORGAN STANLEY | 308.7K +31.0K (+11.2%) | 8.71M +760.7K (+9.6%) | 0.40% +0.040 pp | 0.00% +0.000 pp | USD25.65 +10.0% | 17 qtrs — |
| 32 | B&I CAPITAL AG | 299.3K +299.3K (+100.0%) | 8.44M +8.4M (+100.0%) | 0.39% +0.386 pp | 3.00% +3.002 pp | USD28.21 +0.0% | 1 qtrs NEW |
| 33 | ENVESTNET ASSET MANAGEMENT INC | 268.9K +69.1K (+34.6%) | 7.59M +1.9M (+32.7%) | 0.35% +0.089 pp | 0.00% +0.001 pp | USD26.48 +6.5% | 17 qtrs — |
| 34 | BARCLAYS PLC | 245.6K +136.6K (+125.3%) | 6.93M +3.8M (+124.0%) | 0.32% +0.176 pp | 0.00% +0.001 pp | USD28.02 +0.7% | 16 qtrs — |
| 35 | SG AMERICAS SECURITIES, LLC | 227.3K +199.7K (+721.9%) | 6.41M +5.6M (+709.6%) | 0.29% +0.257 pp | 0.01% +0.006 pp | USD28.26 -0.2% | 17 qtrs — |
| 36 | CITADEL ADVISORS LLC | 224.5K +105.0K (+87.9%) | 6.33M +2.9M (+85.2%) | 0.29% +0.135 pp | 0.00% +0.000 pp | USD28.98 -2.7% | 17 qtrs — |
| 37 | UBS GROUP AG | 216.9K +157.6K (+265.8%) | 6.12M +4.4M (+260.5%) | 0.28% +0.203 pp | 0.00% +0.001 pp | USD28.02 +0.7% | 17 qtrs — |
| 38 | INVESCO LTD. | 193.3K +3.2K (+1.7%) | 5.45M +13.5K (+0.2%) | 0.25% +0.004 pp | 0.00% +0.000 pp | USD24.93 +13.2% | 17 qtrs — |
| 39 | BANK OF AMERICA CORP /DE/ | 191.5K -43.3K (-18.5%) | 5.40M -1.3M (-19.6%) | 0.25% -0.056 pp | 0.00% 0.000 pp | USD27.88 +1.2% | 17 qtrs — |
| 40 | VIRGINIA RETIREMENT SYSTEMS ET AL | 178.2K +8.5K (+5.0%) | 5.03M +170.2K (+3.5%) | 0.23% +0.011 pp | 0.03% -0.002 pp | USD29.31 -3.8% | 4 qtrs — |
| 41 | LPL FINANCIAL LLC | 172.7K +11.5K (+7.1%) | 4.87M +257.6K (+5.6%) | 0.22% +0.015 pp | 0.00% +0.000 pp | USD26.16 +7.8% | 15 qtrs — |
| 42 | ASSET MANAGEMENT ONE CO., LTD. | 166.1K -6.9K (-4.0%) | 4.76M -196.7K (-4.0%) | 0.21% -0.009 pp | 0.01% -0.001 pp | USD27.84 +1.3% | 17 qtrs — |
| 43 | APOLLO MANAGEMENT HOLDINGS, L.P. | 160.6K +160.6K (+100.0%) | 4.53M +4.5M (+100.0%) | 0.21% +0.207 pp | 0.04% +0.037 pp | USD28.21 +0.0% | 1 qtrs NEW |
| 44 | GSI CAPITAL ADVISORS LLC | 153.4K +73.5K (+91.8%) | 4.33M +2.0M (+89.1%) | 0.20% +0.095 pp | 2.42% +1.130 pp | USD28.60 -1.4% | 6 qtrs — |
| 45 | SWISS NATIONAL BANK | 153.1K +2.7K (+1.8%) | 4.32M +14.5K (+0.3%) | 0.20% +0.003 pp | 0.00% +0.000 pp | USD26.12 +8.0% | 15 qtrs — |
| 46 | MARTINGALE ASSET MANAGEMENT L P | 142.5K +7.4K (+5.5%) | 4.02M +153.0K (+4.0%) | 0.18% +0.010 pp | 0.10% +0.005 pp | USD27.08 +4.2% | 9 qtrs — |
| 47 | WELLS FARGO & COMPANY/MN | 139.3K +26.9K (+23.9%) | 3.93M +713.0K (+22.2%) | 0.18% +0.035 pp | 0.00% +0.000 pp | USD27.18 +3.8% | 17 qtrs — |
| 48 | HSBC HOLDINGS PLC | 130.3K +1.6K (+1.3%) | 3.67M -6.9K (-0.2%) | 0.17% +0.002 pp | 0.00% 0.000 pp | USD26.52 +6.4% | 17 qtrs — |
| 49 | GREENLAND CAPITAL MANAGEMENT LP | 125.8K +110.8K (+738.5%) | 3.55M +3.1M (+726.5%) | 0.16% +0.143 pp | 0.38% +0.333 pp | USD28.26 -0.2% | 8 qtrs — |
| 50 | FJ CAPITAL MANAGEMENT LLC | 124.4K +— (+0.0%) | 3.51M -51.0K (-1.4%) | 0.16% +0.000 pp | 0.39% +0.007 pp | USD28.62 -1.4% | 2 qtrs — |
| 51 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 122.6K +122.6K (+100.0%) | 3.46M +3.5M (+100.0%) | 0.16% +0.158 pp | 0.03% +0.027 pp | USD28.21 +0.0% | 1 qtrs NEW |
| 52 | D. E. SHAW & CO., INC. | 121.8K +16.1K (+15.3%) | 3.43M +411.5K (+13.6%) | 0.16% +0.021 pp | 0.00% +0.000 pp | USD27.44 +2.8% | 7 qtrs — |
| 53 | ROYAL BANK OF CANADA | 121.6K +27.9K (+29.7%) | 3.43M +748.0K (+27.9%) | 0.16% +0.036 pp | 0.00% +0.000 pp | USD26.67 +5.8% | 17 qtrs — |
| 54 | NOMURA ASSET MANAGEMENT CO LTD | 116.0K +2.0K (+1.8%) | 3.27M +9.7K (+0.3%) | 0.15% +0.003 pp | 0.01% 0.000 pp | USD28.64 -1.5% | 16 qtrs — |
| 55 | SUMMITTX CAPITAL, L.P. | 111.4K -19.2K (-14.7%) | 3.14M -594.0K (-15.9%) | 0.14% -0.025 pp | 0.09% -0.060 pp | USD27.40 +3.0% | 3 qtrs — |
| 56 | RHUMBLINE ADVISERS | 106.6K -19.5K (-15.5%) | 3.01M -602.7K (-16.7%) | 0.14% -0.025 pp | 0.00% -0.001 pp | USD26.24 +7.5% | 17 qtrs — |
| 57 | FRANKLIN RESOURCES INC | 105.8K -3.6K (-3.3%) | 2.98M -145.9K (-4.7%) | 0.14% -0.005 pp | 0.00% +0.000 pp | USD28.62 -1.4% | 2 qtrs — |
| 58 | RAYMOND JAMES FINANCIAL INC | 104.8K -53.8K (-33.9%) | 2.95M -1.6M (-34.9%) | 0.14% -0.069 pp | 0.00% -0.001 pp | USD30.13 -6.4% | 5 qtrs — |
| 59 | PANAGORA ASSET MANAGEMENT INC | 103.0K +5.3K (+5.5%) | 2.91M +110.6K (+4.0%) | 0.13% +0.007 pp | 0.01% -0.001 pp | USD29.31 -3.8% | 4 qtrs — |
| 60 | PICTON MAHONEY ASSET MANAGEMENT | 101.6K -24.9K (-19.7%) | 2.87M -754.8K (-20.9%) | 0.13% -0.032 pp | 0.02% -0.011 pp | USD29.37 -3.9% | 4 qtrs — |
| 61 | COMMONWEALTH EQUITY SERVICES, LLC | 101.4K -6.3K (-5.9%) | 2.86M -221.9K (-7.2%) | 0.13% -0.008 pp | 0.00% 0.000 pp | USD24.93 +13.2% | 8 qtrs — |
| 62 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 97.7K -16.8K (-14.7%) | 2.76M -520.4K (-15.9%) | 0.13% -0.022 pp | 0.00% 0.000 pp | USD28.97 -2.6% | 17 qtrs — |
| 63 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 97.0K -85.2K (-46.8%) | 2.74M -2.5M (-47.5%) | 0.13% -0.110 pp | 0.01% -0.008 pp | USD27.93 +1.0% | 10 qtrs — |
| 64 | ALLIANCEBERNSTEIN L.P. | 95.6K +638.0 (+0.7%) | 2.70M -20.9K (-0.8%) | 0.12% +0.001 pp | 0.00% +0.000 pp | USD26.64 +5.9% | 17 qtrs — |
| 65 | DEUTSCHE BANK AG\ | 93.5K +3.9K (+4.3%) | 2.64M +72.3K (+2.8%) | 0.12% +0.005 pp | 0.00% +0.000 pp | USD26.96 +4.6% | 17 qtrs — |
| 66 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 84.7K -1.3K (-1.6%) | 2.39M -73.1K (-3.0%) | 0.11% -0.002 pp | 0.00% +0.000 pp | USD25.91 +8.9% | 15 qtrs — |
| 67 | ADVISOR GROUP HOLDINGS, INC. | 80.5K -1.4K (-1.7%) | 2.27M -112.4K (-4.7%) | 0.10% -0.002 pp | 0.00% +0.000 pp | USD25.92 +8.8% | 17 qtrs — |
| 68 | THRIVENT FINANCIAL FOR LUTHERANS | 79.0K -34.7K (-30.5%) | 2.23M -1.0M (-31.5%) | 0.10% -0.045 pp | 0.00% -0.002 pp | USD29.54 -4.5% | 6 qtrs — |
| 69 | STATE OF NEW JERSEY COMMON PENSION FUND D | 77.2K +2.5K (+3.4%) | 2.18M +40.1K (+1.9%) | 0.10% +0.003 pp | 0.01% +0.000 pp | USD25.50 +10.6% | 15 qtrs — |
| 70 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 71.3K -68.0 (-0.1%) | 2.01M -31.2K (-1.5%) | 0.09% 0.000 pp | 0.00% 0.000 pp | USD26.25 +7.5% | 15 qtrs — |
| 71 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 71.1K +27.2K (+61.8%) | 2.01M +748.0K (+59.5%) | 0.09% +0.035 pp | 0.01% +0.002 pp | USD26.07 +8.2% | 8 qtrs — |
| 72 | HARBOR CAPITAL ADVISORS, INC. | 66.9K -638.0 (-0.9%) | 1.89M -46.0K (-2.4%) | 0.09% -0.001 pp | 0.15% -0.004 pp | USD25.95 +8.7% | 11 qtrs — |
| 73 | PRICE T ROWE ASSOCIATES INC /MD/ | 66.5K +2.5K (+3.9%) | 1.88M +44.0K (+2.4%) | 0.09% +0.003 pp | 0.00% +0.000 pp | USD26.11 +8.0% | 14 qtrs — |
| 74 | SEI INVESTMENTS CO | 65.8K +27.4K (+71.5%) | 1.86M +757.7K (+69.0%) | 0.08% +0.035 pp | 0.00% +0.001 pp | USD26.70 +5.7% | 12 qtrs — |
| 75 | CETERA INVESTMENT ADVISERS | 63.6K +95.0 (+0.1%) | 1.79M -23.4K (-1.3%) | 0.08% +0.000 pp | 0.00% 0.000 pp | USD25.88 +9.0% | 8 qtrs — |
| 76 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 62.3K -3.0K (-4.5%) | 1.76M -110.0K (-5.9%) | 0.08% -0.004 pp | 0.00% -0.001 pp | USD27.26 +3.5% | 17 qtrs — |
| 77 | CITIGROUP INC | 61.7K +40.6K (+192.3%) | 1.74M +1.1M (+188.1%) | 0.08% +0.052 pp | 0.00% +0.001 pp | USD28.33 -0.4% | 17 qtrs — |
| 78 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 60.8K +2.7K (+4.7%) | 1.69M +33.1K (+2.0%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD28.42 -0.7% | 16 qtrs — |
| 79 | TEACHER RETIREMENT SYSTEM OF TEXAS | 57.4K -23.0K (-28.6%) | 1.62M -682.3K (-29.6%) | 0.07% -0.030 pp | 0.01% -0.004 pp | USD29.12 -3.1% | 6 qtrs — |
| 80 | MAN GROUP PLC | 56.7K -3.6K (-6.0%) | 1.60M -126.9K (-7.3%) | 0.07% -0.005 pp | 0.00% 0.000 pp | USD28.62 -1.4% | 2 qtrs — |
| 81 | VESTCOR INC | 56.4K +56.4K (+100.0%) | 1.59M +1.6M (+100.0%) | 0.07% +0.073 pp | 0.05% +0.045 pp | USD28.21 +0.0% | 3 qtrs — |
| 82 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 54.3K +1.7K (+3.3%) | 1.53M +27.8K (+1.8%) | 0.07% +0.002 pp | 0.00% 0.000 pp | USD27.37 +3.1% | 17 qtrs — |
| 83 | LAZARD ASSET MANAGEMENT LLC | 53.4K +1.9K (+3.7%) | 1.51M +33.2K (+2.3%) | 0.07% +0.003 pp | 0.00% +0.001 pp | USD28.49 -1.0% | 7 qtrs — |
| 84 | MORAN WEALTH MANAGEMENT, LLC | 53.3K +1.7K (+3.3%) | 1.50M +26.9K (+1.8%) | 0.07% +0.002 pp | 0.05% +0.002 pp | USD27.43 +2.8% | 3 qtrs — |
| 85 | TWO SIGMA INVESTMENTS, LP | 52.7K +40.6K (+335.4%) | 1.49M +1.1M (+329.1%) | 0.07% +0.052 pp | 0.00% +0.002 pp | USD28.26 -0.2% | 8 qtrs — |
| 86 | MACQUARIE GROUP LTD | 51.9K -21.6K (-29.4%) | 1.46M -638.6K (-30.4%) | 0.07% -0.028 pp | 0.01% +0.004 pp | USD27.78 +1.5% | 17 qtrs — |
| 87 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 46.9K +1.5K (+3.4%) | 1.32M +20.0K (+1.5%) | 0.06% +0.002 pp | 0.00% +0.000 pp | USD26.34 +7.1% | 15 qtrs — |
| 88 | METLIFE INVESTMENT MANAGEMENT, LLC | 46.5K -1.7K (-3.5%) | 1.31M -67.8K (-4.9%) | 0.06% -0.002 pp | 0.01% 0.000 pp | USD26.25 +7.5% | 15 qtrs — |
| 89 | WOLVERINE ASSET MANAGEMENT LLC | 44.0K +15.0K (+51.6%) | 1.24M +411.2K (+49.5%) | 0.06% +0.019 pp | 0.01% +0.004 pp | USD28.63 -1.5% | 10 qtrs — |
| 90 | AMUNDI | 43.7K +4.5K (+11.6%) | 1.23M +144.7K (+13.3%) | 0.06% +0.006 pp | 0.00% +0.000 pp | USD27.13 +4.0% | 17 qtrs — |
| 91 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 42.7K +789.0 (+1.9%) | 1.20M +5.0K (+0.4%) | 0.06% +0.001 pp | 0.01% +0.001 pp | USD26.26 +7.4% | 17 qtrs — |
| 92 | STERLING CAPITAL MANAGEMENT LLC | 38.9K -2.8K (-6.7%) | 1.10M -95.4K (-8.0%) | 0.05% -0.004 pp | 0.02% +0.000 pp | USD28.45 -0.8% | 6 qtrs — |
| 93 | ARETE WEALTH ADVISORS, LLC | 38.9K -2.1K (-5.1%) | 1.10M -75.0K (-6.4%) | 0.05% -0.003 pp | 0.07% -0.007 pp | USD23.87 +18.2% | 11 qtrs — |
| 94 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 38.0K -304.8K (-88.9%) | 1.07M -8.7M (-89.1%) | 0.05% -0.393 pp | 0.00% -0.006 pp | USD27.58 +2.3% | 8 qtrs — |
| 95 | CREATIVE PLANNING | 37.2K +65.0 (+0.2%) | 1.05M -13.4K (-1.3%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD26.81 +5.2% | 17 qtrs — |
| 96 | HANLON INVESTMENT MANAGEMENT, INC. | 36.6K +36.6K (+100.0%) | 1.03M +1.0M (+100.0%) | 0.05% +0.047 pp | 0.57% +0.572 pp | USD28.21 +0.0% | 1 qtrs NEW |
| 97 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 36.3K -15.0 (0.0%) | 1.02M -15.3K (-1.5%) | 0.05% +0.000 pp | 0.00% 0.000 pp | USD25.76 +9.5% | 7 qtrs — |
| 98 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35.7K -2.3K (-5.9%) | 1.01M -79.4K (-7.3%) | 0.05% -0.003 pp | 0.00% 0.000 pp | USD26.01 +8.5% | 15 qtrs — |
| 99 | INTECH INVESTMENT MANAGEMENT LLC | 35.6K +— (+0.0%) | 1.01M -14.6K (-1.4%) | 0.05% +0.000 pp | 0.01% 0.000 pp | USD29.15 -3.2% | 6 qtrs — |
| 100 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 35.4K -891.0 (-2.5%) | 997.9K -40.0K (-3.9%) | 0.05% -0.001 pp | 0.01% -0.001 pp | USD27.32 +3.3% | 17 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 132 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | ALPS Active REIT ETF REIT | 2.00% | 1.10M | 0.68% |
| 2 | Harbor Human Capital Factor US Small Cap ETF HAPS | 1.18% | 2.02M | 0.61% |
| 3 | Invesco S&P SmallCap Financials ETF PSCF | 0.60% | 161.3K | 0.29% |
| 4 | US Diversified Real Estate ETF PPTY | 0.54% | 166.3K | 0.53% |
| 5 | iShares US Small Cap Value Factor ETF SVAL | 0.38% | 761.9K | 0.20% |
| 6 | FlexShares Global Quality Real Estate Index Fund GQRE | 0.33% | 1.38M | 0.46% |
| 7 | iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV | 0.30% | 862.0K | 0.20% |
| 8 | JPMorgan BetaBuilders MSCI US REIT ETF BBRE | 0.29% | 3.56M | 0.11% |
| 9 | iShares US Property Yield UCITS ETF IDUP.L | 0.23% | 1.57M | 0.40% |
| 10 | State Street SPDR S&P 600 Small Cap Value ETF SLYV | 0.22% | 10.83M | 0.15% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
2.00
Bullish
Ratio by volume
2.00
Bullish
Buys
14
Sells
7
Shares acquired
61.1K
Shares disposed
30.6K
Cash buys
—
Cash sales
—
Net activity
+30,464
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | WHITEHURST JULIAN E | Director | A-Award | A | Restricted Stock Units | 4,352 | 0.00 | — | 4,352 | D | ↗ |
| 2026-05-05 | Swinehart Julie | Director | M-Exempt | A | Common Stock | 4,372 | 0.00 | — | 4,372 | D | ↗ |
| 2026-05-05 | Shah Smita | Director | M-Exempt | D | Restricted Stock Units | 4,372 | 0.00 | — | 0 | D | ↗ |
| 2026-05-05 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 4,372 | 0.00 | — | 0 | D | ↗ |
| 2026-05-05 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 4,372 | 0.00 | — | 0 | D | ↗ |
| 2026-05-05 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 4,372 | 0.00 | — | 0 | D | ↗ |
| 2026-05-05 | Aitken Stuart | Director | M-Exempt | D | Restricted Stock Units | 4,372 | 0.00 | — | 0 | D | ↗ |
| 2026-03-06 | Suva Lauren | Officer | D-Return | D | Common Stock | 4,476 | 30.90 | 138.3K | 28,376 | D | ↗ |
| 2026-03-06 | Phillips Michael Douglas | Officer | D-Return | D | Common Stock | 25,635 | 30.90 | 792.1K | 93,020 | D | ↗ |
| 2026-03-06 | David Christy Lynn | Officer | A-Award | A | Common Stock | 64,112 | 0.00 | — | 162,026 | D | ↗ |
| 2026-03-06 | Bryson David | Officer | D-Return | D | Common Stock | 4,470 | 30.90 | 138.1K | 18,442 | D | ↗ |
| 2026-02-18 | Suva Lauren | Officer | A-Award | A | Restricted Stock Units | 3,484 | 0.00 | — | 6,660 | D | ↗ |
| 2026-02-18 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 13,354 | 0.00 | — | 27,397 | D | ↗ |
| 2026-02-18 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 14,626 | 0.00 | — | 30,032 | D | ↗ |
| 2026-02-18 | Busch Daniel | Director / Officer | A-Award | A | Restricted Stock Units | 42,024 | 0.00 | — | 82,140 | D | ↗ |
| 2026-02-18 | Bryson David | Officer | A-Award | A | Restricted Stock Units | 3,318 | 0.00 | — | 6,245 | D | ↗ |
| 2026-01-23 | Suva Lauren | Officer | D-Return | D | Common Stock | 13 | 28.81 | 374.53 | 22,498 | D | ↗ |
| 2026-01-23 | Phillips Michael Douglas | Officer | A-Award | A | Common Stock | 428 | 0.00 | — | 60,664 | D | ↗ |
| 2026-01-23 | David Christy Lynn | Officer | D-Return | D | Common Stock | 17 | 28.81 | 489.77 | 97,914 | D | ↗ |
| 2026-01-23 | Busch Daniel | Director / Officer | D-Return | D | Common Stock | 17 | 28.81 | 489.77 | 163,492 | D | ↗ |
| 2026-01-23 | Bryson David | Officer | D-Return | D | Common Stock | 9 | 28.81 | 259.29 | 12,558 | D | ↗ |
| 2025-12-31 | Suva Lauren | Officer | M-Exempt | D | Restricted Stock Units | 926 | 0.00 | — | 954 | D | ↗ |
| 2025-12-31 | Phillips Michael Douglas | Officer | M-Exempt | D | Restricted Stock Units | 4,404 | 0.00 | — | 8,941 | D | ↗ |
| 2025-12-31 | David Christy Lynn | Officer | M-Exempt | A | Common Stock | 15,827 | 0.00 | — | 104,452 | D | ↗ |
| 2025-12-31 | Busch Daniel | Director / Officer | M-Exempt | D | Restricted Stock Units | 11,736 | 0.00 | — | 0 | D | ↗ |
| 2025-12-31 | Bryson David | Officer | M-Exempt | D | Restricted Stock Units | 898 | 0.00 | — | 0 | D | ↗ |
| 2025-07-25 | Suva Lauren | Officer | D-Return | D | Common Stock | 34 | 27.21 | 925.14 | 20,381 | D | ↗ |
| 2025-07-25 | Phillips Michael Douglas | Officer | D-Return | D | Common Stock | 47 | 27.21 | 1.3K | 52,160 | D | ↗ |
| 2025-07-25 | David Christy Lynn | Officer | D-Return | D | Common Stock | 48 | 27.21 | 1.3K | 88,625 | D | ↗ |
| 2025-07-25 | Busch Daniel | Director / Officer | D-Return | D | Common Stock | 50 | 27.21 | 1.4K | 142,288 | D | ↗ |
| 2025-07-25 | Bryson David | Officer | D-Return | D | Common Stock | 28 | 27.21 | 761.88 | 10,477 | D | ↗ |
| 2025-05-06 | WHITEHURST JULIAN E | Director | M-Exempt | D | Restricted Stock Units | 4,829 | 0.00 | — | 0 | D | ↗ |
| 2025-05-06 | Swinehart Julie | Director | A-Award | A | Restricted Stock Units | 4,372 | 0.00 | — | 4,372 | D | ↗ |
| 2025-05-06 | Shah Smita | Director | A-Award | A | Restricted Stock Units | 4,372 | 0.00 | — | 4,372 | D | ↗ |
| 2025-05-06 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 4,829 | 0.00 | — | 0 | D | ↗ |
| 2025-05-06 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 4,829 | 0.00 | — | 0 | D | ↗ |
| 2025-05-06 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 4,829 | 0.00 | — | 0 | D | ↗ |
| 2025-05-06 | Glavin Thomas F | Director | M-Exempt | A | Common Stock | 4,829 | 0.00 | — | 32,190 | D | ↗ |
| 2025-05-06 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 4,829 | 0.00 | — | 0 | D | ↗ |
| 2025-05-06 | Aitken Stuart | Director | M-Exempt | D | Restricted Stock Units | 4,829 | 0.00 | — | 0 | D | ↗ |
| 2025-03-07 | Suva Lauren | Officer | D-Return | D | Common Stock | 2,042 | 29.67 | 60.6K | 19,665 | D | ↗ |
| 2025-03-07 | Phillips Michael Douglas | Officer | D-Return | D | Common Stock | 11,830 | 29.67 | 351.0K | 51,457 | D | ↗ |
| 2025-03-07 | David Christy Lynn | Officer | D-Return | D | Common Stock | 13,153 | 29.67 | 390.2K | 87,923 | D | ↗ |
| 2025-03-07 | Busch Daniel | Director / Officer | D-Return | D | Common Stock | 27,518 | 29.67 | 816.5K | 141,588 | D | ↗ |
| 2025-03-07 | Bryson David | Officer | D-Return | D | Common Stock | 2,036 | 29.67 | 60.4K | 9,755 | D | ↗ |
| 2025-02-19 | Swinehart Julie | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-02-18 | Suva Lauren | Officer | A-Award | A | Restricted Stock Units | 3,316 | 0.00 | — | 6,094 | D | ↗ |
| 2025-02-18 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 13,345 | 0.00 | — | 28,427 | D | ↗ |
| 2025-02-18 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 14,616 | 0.00 | — | 31,233 | D | ↗ |
| 2025-02-18 | Busch Daniel | Director / Officer | A-Award | A | Restricted Stock Units | 41,996 | 0.00 | — | 77,337 | D | ↗ |
| 2025-02-18 | Bryson David | Officer | A-Award | A | Restricted Stock Units | 3,039 | 0.00 | — | 5,693 | D | ↗ |
| 2025-01-24 | Phillips Michael Douglas | Officer | D-Return | D | Common Stock | 47 | 30.13 | 1.4K | 36,442 | D | ↗ |
| 2025-01-24 | David Christy Lynn | Officer | D-Return | D | Common Stock | 53 | 30.13 | 1.6K | 71,249 | D | ↗ |
| 2025-01-24 | Busch Daniel | Director / Officer | D-Return | D | Common Stock | 62 | 30.13 | 1.9K | 106,858 | D | ↗ |
| 2025-01-24 | Bryson David | Officer | A-Award | A | Common Stock | 717 | 0.00 | — | 6,984 | D | ↗ |
| 2024-12-31 | Phillips Michael Douglas | Officer | M-Exempt | D | Restricted Stock Units | 4,496 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | David Christy Lynn | Officer | M-Exempt | D | Restricted Stock Units | 4,995 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | Busch Daniel | Director / Officer | M-Exempt | D | Restricted Stock Units | 10,424 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | Bryson David | Officer | M-Exempt | D | Restricted Stock Units | 815 | 0.00 | — | 0 | D | ↗ |
| 2024-07-26 | Phillips Michael Douglas | Officer | D-Return | D | Common Stock | 29 | 24.76 | 718.04 | 27,953 | — | ↗ |
| 2024-07-26 | David Christy Lynn | Officer | D-Return | D | Common Stock | 31 | 24.76 | 767.56 | 61,893 | — | ↗ |
| 2024-07-26 | Busch Daniel | Director / Officer | D-Return | D | Common Stock | 32 | 24.76 | 792.32 | 87,645 | — | ↗ |
| 2024-07-26 | Bryson David | Officer | D-Return | D | Common Stock | 15 | 24.76 | 371.40 | 4,731 | — | ↗ |
| 2024-05-07 | WHITEHURST JULIAN E | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | Shah Smita | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | Glavin Thomas F | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-05-07 | Aitken Stuart | Director | M-Exempt | D | Restricted Stock Units | 5,325 | 0.00 | — | 0 | — | ↗ |
| 2024-03-08 | Phillips Michael Douglas | Officer | S-Sale | D | Common Stock | 3,279 | 25.34 | 83.1K | 27,232 | — | ↗ |
| 2024-03-08 | David Christy Lynn | Officer | F-InKind | D | Common Stock | 8,637 | 25.34 | 218.9K | 61,174 | — | ↗ |
| 2024-03-08 | Busch Daniel | Director / Officer | F-InKind | D | Common Stock | 14,918 | 25.34 | 378.0K | 86,927 | — | ↗ |
| 2024-03-08 | Bryson David | Officer | F-InKind | D | Common Stock | 473 | 25.34 | 12.0K | 3,996 | — | ↗ |
| 2024-02-21 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 15,006 | 0.00 | — | 29,410 | — | ↗ |
| 2024-02-21 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 16,506 | 0.00 | — | 32,452 | — | ↗ |
| 2024-02-21 | Busch Daniel | Director / Officer | A-Award | A | Restricted Stock Units | 35,231 | 0.00 | — | 68,781 | — | ↗ |
| 2024-02-21 | Bryson David | Officer | A-Award | A | Restricted Stock Units | 2,620 | 0.00 | — | 5,204 | — | ↗ |
| 2023-12-29 | Phillips Michael Douglas | Officer | M-Exempt | D | Restricted Stock Units | 2,217 | 0.00 | — | 0 | — | ↗ |
| 2023-12-29 | David Christy Lynn | Officer | M-Exempt | D | Restricted Stock Units | 5,763 | 0.00 | — | 0 | — | ↗ |
| 2023-12-29 | Busch Daniel | Director / Officer | M-Exempt | D | Restricted Stock Units | 9,919 | 0.00 | — | 0 | — | ↗ |
| 2023-12-29 | Bryson David | Officer | M-Exempt | D | Restricted Stock Units | 402 | 0.00 | — | 0 | — | ↗ |
| 2023-05-04 | WHITEHURST JULIAN E | Director | M-Exempt | A | Common Stock | 2,968 | 0.00 | — | 20,026 | — | ↗ |
| 2023-05-04 | Shah Smita | Director | A-Award | A | Restricted Stock Units | 5,325 | 0.00 | — | 5,325 | — | ↗ |
| 2023-05-04 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 3,957 | 0.00 | — | 0 | — | ↗ |
| 2023-05-04 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 3,957 | 0.00 | — | 0 | — | ↗ |
| 2023-05-04 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 3,957 | 0.00 | — | 0 | — | ↗ |
| 2023-05-04 | Glavin Thomas F | Director | M-Exempt | D | Restricted Stock Units | 3,957 | 0.00 | — | 0 | — | ↗ |
| 2023-05-04 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 3,957 | 0.00 | — | 0 | — | ↗ |
| 2023-05-04 | Aitken Stuart | Director | M-Exempt | D | Restricted Stock Units | 3,957 | 0.00 | — | 0 | — | ↗ |
| 2023-03-10 | Phillips Michael Douglas | Officer | F-InKind | D | Common Stock | 1,297 | 23.23 | 30.1K | 15,823 | — | ↗ |
| 2023-03-10 | David Christy Lynn | Officer | F-InKind | D | Common Stock | 2,213 | 23.23 | 51.4K | 40,468 | — | ↗ |
| 2023-03-10 | Busch Daniel | Director / Officer | A-Award | A | Common Stock | 8,836 | 0.00 | — | 53,590 | — | ↗ |
| 2023-02-22 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 14,788 | 0.00 | — | 25,964 | — | ↗ |
| 2023-02-22 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 16,345 | 0.00 | — | 31,951 | — | ↗ |
| 2023-02-22 | Busch Daniel | Director / Officer | A-Award | A | Restricted Stock Units | 34,516 | 0.00 | — | 64,977 | — | ↗ |
| 2023-02-22 | Bryson David | Officer | A-Award | A | Restricted Stock Units | 2,640 | 0.00 | — | 4,647 | — | ↗ |
| 2022-12-30 | Phillips Michael Douglas | Officer | M-Exempt | D | Restricted Stock Units | 7,654 | 0.00 | — | 6,341 | — | ↗ |
| 2022-12-30 | David Christy Lynn | Officer | M-Exempt | D | Restricted Stock Units | 12,338 | 0.00 | — | 15,605 | — | ↗ |
| 2022-12-30 | Busch Daniel | Officer | M-Exempt | A | Common Stock | 12,873 | 0.00 | — | 44,754 | — | ↗ |
| 2022-12-30 | Bryson David | Officer | A-Award | A | Common Stock | 789 | 0.00 | — | 1,092 | — | ↗ |
| 2022-10-12 | Shah Smita | Director | A-Award | A | Restricted Stock Units | 2,557 | 0.00 | — | 2,557 | — | ↗ |
| 2022-05-05 | WHITEHURST JULIAN E | Director | A-Award | A | Restricted Stock Units | 3,957 | 0.00 | — | 3,957 | — | ↗ |
| 2022-05-05 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 2,855 | 0.00 | — | 0 | — | ↗ |
| 2022-05-05 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 2,855 | 0.00 | — | 0 | — | ↗ |
| 2022-05-05 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 2,855 | 0.00 | — | 0 | — | ↗ |
| 2022-05-05 | McGuinness Thomas P | Director | M-Exempt | D | Restricted Stock Units | 33,806 | 0.00 | — | 33,806 | — | ↗ |
| 2022-05-05 | Glavin Thomas F | Director | M-Exempt | D | Restricted Stock Units | 2,855 | 0.00 | — | 0 | — | ↗ |
| 2022-05-05 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 3,806 | 0.00 | — | 0 | — | ↗ |
| 2022-05-05 | Aitken Stuart | Director | A-Award | A | Restricted Stock Units | 3,957 | 0.00 | — | 3,957 | — | ↗ |
| 2022-03-11 | Phillips Michael Douglas | Officer | A-Award | A | Common Stock | 1,132 | 0.00 | — | 9,769 | — | ↗ |
| 2022-03-11 | McGuinness Thomas P | Director | A-Award | A | Common Stock | 18,976 | 0.00 | — | 181,293 | — | ↗ |
| 2022-03-11 | David Christy Lynn | Officer | A-Award | A | Common Stock | 3,508 | 0.00 | — | 30,587 | — | ↗ |
| 2022-03-11 | Busch Daniel | Officer | A-Award | A | Common Stock | 5,972 | 0.00 | — | 31,881 | — | ↗ |
| 2022-02-23 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 13,222 | 0.00 | — | 13,995 | — | ↗ |
| 2022-02-23 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 14,691 | 0.00 | — | 27,943 | — | ↗ |
| 2022-02-23 | Busch Daniel | Director / Officer | A-Award | A | Restricted Stock Units | 30,660 | 0.00 | — | 38,304 | — | ↗ |
| 2022-02-23 | Bryson David | Officer | A-Award | A | Restricted Stock Units | 2,395 | 0.00 | — | 3,188 | — | ↗ |
| 2021-12-31 | Phillips Michael Douglas | Officer | M-Exempt | A | Common Stock | 2,226 | 0.00 | — | 8,637 | — | ↗ |
| 2021-12-31 | McGuinness Thomas P | Director | M-Exempt | A | Common Stock | 25,448 | 27.45 | 698.5K | 162,317 | — | ↗ |
| 2021-12-31 | David Christy Lynn | Officer | M-Exempt | A | Common Stock | 14,889 | 0.00 | — | 27,079 | — | ↗ |
| 2021-12-31 | Busch Daniel | Director / Officer | M-Exempt | A | Common Stock | 20,546 | 0.00 | — | 25,909 | — | ↗ |
| 2021-08-06 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 2,630 | 0.00 | — | 4,599 | — | ↗ |
| 2021-08-06 | Busch Daniel | Officer | A-Award | A | Restricted Stock Units | 8,419 | 0.00 | — | 44,438 | — | ↗ |
| 2021-05-06 | WHITEHURST JULIAN E | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2021-05-06 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2021-05-06 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2021-05-06 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2021-05-06 | Glavin Thomas F | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2021-05-06 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2021-05-06 | Aitken Stuart | Director | A-Award | A | Restricted Stock Units | 38,062 | 0.00 | — | 38,062 | — | ↗ |
| 2021-02-18 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 38,948 | 0.00 | — | 67,023 | — | ↗ |
| 2021-02-18 | McGuinness Thomas P | Director / Officer | A-Award | A | Restricted Stock Units | 432,526 | 0.00 | — | 794,387 | — | ↗ |
| 2021-02-18 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 169,550 | 0.00 | — | 225,839 | — | ↗ |
| 2021-02-18 | Busch Daniel | Officer | A-Award | A | Restricted Stock Units | 207,612 | 0.00 | — | 304,108 | — | ↗ |
| 2020-12-31 | Phillips Michael Douglas | Officer | M-Exempt | D | Restricted Stock Units | 26,492 | 0.00 | — | 28,075 | — | ↗ |
| 2020-12-31 | McGuinness Thomas P | Director / Officer | M-Exempt | A | Common Stock | 237,545 | 0.00 | — | 1,368,685 | — | ↗ |
| 2020-12-31 | David Christy Lynn | Officer | M-Exempt | D | Restricted Stock Units | 74,681 | 0.00 | — | 56,289 | — | ↗ |
| 2020-12-31 | Busch Daniel | Officer | M-Exempt | A | Common Stock | 35,615 | 0.00 | — | 53,622 | — | ↗ |
| 2020-05-07 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2020-05-07 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2020-05-07 | Phillips Michael Douglas | Officer | A-Award | A | Restricted Stock Units | 33,440 | 0.00 | — | 54,567 | — | ↗ |
| 2020-05-07 | Nelson Scott A. | Director | A-Award | A | Restricted Stock Units | 35,032 | 0.00 | — | 35,032 | — | ↗ |
| 2020-05-07 | McGuinness Thomas P | Director / Officer | A-Award | A | Restricted Stock Units | 358,280 | 0.00 | — | 787,816 | — | ↗ |
| 2020-05-07 | Greaner Ivy Zoe | Officer | A-Award | A | Restricted Stock Units | 119,427 | 0.00 | — | 253,583 | — | ↗ |
| 2020-05-07 | Glavin Thomas F | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2020-05-07 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 55,732 | 0.00 | — | 130,970 | — | ↗ |
| 2020-05-07 | Busch Daniel | Officer | A-Award | A | Restricted Stock Units | 95,541 | 0.00 | — | 159,554 | — | ↗ |
| 2020-05-07 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2020-04-13 | WHITEHURST JULIAN E | Director | A-Award | A | Common Stock | 1,403 | 2.36 | 3.3K | 89,476 | — | ↗ |
| 2020-04-13 | Saban Paula | Director | A-Award | A | Common Stock | 763 | 2.36 | 1.8K | 95,449 | — | ↗ |
| 2020-04-13 | Nelson Scott A. | Director | A-Award | A | Common Stock | 1,089 | 2.36 | 2.6K | 69,457 | — | ↗ |
| 2020-04-13 | McGuinness Thomas P | Director / Officer | A-Award | A | Common Stock | 9,041 | 2.36 | 21.3K | 1,131,140 | — | ↗ |
| 2020-04-13 | Glavin Thomas F | Director | A-Award | A | Common Stock | 876 | 2.36 | 2.1K | 109,574 | — | ↗ |
| 2020-04-13 | Aitken Stuart | Director | A-Award | A | Common Stock | 262 | 2.36 | 617.01 | 32,805 | — | ↗ |
| 2020-04-10 | Phillips Michael Douglas | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2019-12-31 | McGuinness Thomas P | Director / Officer | M-Exempt | D | Restricted Stock Units | 483,002 | 0.00 | — | 429,536 | — | ↗ |
| 2019-12-31 | Greaner Ivy Zoe | Officer | A-Award | A | Common Stock | 51,667 | 0.00 | — | 81,410 | — | ↗ |
| 2019-12-31 | David Christy Lynn | Officer | M-Exempt | D | Restricted Stock Units | 66,801 | 0.00 | — | 75,238 | — | ↗ |
| 2019-12-31 | Busch Daniel | Officer | A-Award | A | Common Stock | 18,007 | 0.00 | — | 18,007 | — | ↗ |
| 2019-09-03 | Busch Daniel | Officer | A-Award | A | Common Stock | 95,542 | 0.00 | — | 95,542 | — | ↗ |
| 2019-05-09 | WHITEHURST JULIAN E | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2019-05-09 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2019-05-09 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2019-05-09 | Nelson Scott A. | Director | A-Award | A | Restricted Stock Units | 35,032 | 0.00 | — | 35,032 | — | ↗ |
| 2019-05-09 | Black Amanda Elizabeth | Director | M-Exempt | D | Restricted Stock Units | 17,515 | 0.00 | — | 0 | — | ↗ |
| 2019-05-09 | Aitken Stuart | Director | M-Exempt | D | Restricted Stock Units | 35,032 | 0.00 | — | 0 | — | ↗ |
| 2019-05-08 | McGuinness Thomas P | Director / Officer | A-Award | A | Restricted Stock Units | 358,280 | 0.00 | — | 912,538 | — | ↗ |
| 2019-05-08 | Jaworski Adam M | Officer | A-Award | A | Restricted Stock Units | 37,664 | 0.00 | — | 108,668 | — | ↗ |
| 2019-05-08 | Greaner Ivy Zoe | Officer | A-Award | A | Restricted Stock Units | 119,427 | 0.00 | — | 226,115 | — | ↗ |
| 2019-05-08 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 55,733 | 0.00 | — | 142,039 | — | ↗ |
| 2018-12-31 | McGuinness Thomas P | Director / Officer | M-Exempt | D | Restricted Stock Units | 548,939 | 0.00 | — | 554,258 | — | ↗ |
| 2018-12-31 | Jaworski Adam M | Officer | M-Exempt | A | Common Stock | 36,466 | 3.14 | 114.5K | 66,113 | — | ↗ |
| 2018-12-31 | Greaner Ivy Zoe | Officer | M-Exempt | D | Restricted Stock Units | 52,548 | 0.00 | — | 106,688 | — | ↗ |
| 2018-12-31 | David Christy Lynn | Officer | M-Exempt | A | Common Stock | 30,081 | 3.14 | 94.5K | 42,111 | — | ↗ |
| 2018-11-06 | Jaworski Adam M | Officer | A-Award | A | Restricted Stock Units | 6,369 | 0.00 | — | 6,369 | — | ↗ |
| 2018-11-06 | David Christy Lynn | Officer | A-Award | A | Restricted Stock Units | 45,780 | 0.00 | — | 139,491 | — | ↗ |
| 2018-08-09 | David Christy Lynn | Officer | — | D | Common Stock | 0 | 0.00 | — | 12,030 | — | ↗ |
| 2018-08-09 | Black Amanda Elizabeth | Director | A-Award | A | Restricted Stock Units | 17,515 | 0.00 | — | 17,515 | — | ↗ |
| 2018-07-09 | Greaner Ivy Zoe | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2018-05-10 | Podboy Michael E. | Officer | A-Award | A | Common Stock | 191,083 | 0.00 | — | 539,142 | — | ↗ |
| 2018-05-10 | McGuinness Thomas P | Director / Officer | A-Award | A | Common Stock | 557,325 | 0.00 | — | 1,616,737 | — | ↗ |
| 2018-05-10 | Jaworski Adam M | Officer | A-Award | A | Common Stock | 72,084 | 0.00 | — | 167,756 | — | ↗ |
| 2018-05-09 | WHITEHURST JULIAN E | Director | M-Exempt | D | Restricted Stock Units | 36,723 | 0.00 | — | 0 | — | ↗ |
| 2018-05-09 | Saban Paula | Director | M-Exempt | A | Common Stock | 25,076 | 0.00 | — | 45,701 | — | ↗ |
| 2018-05-09 | STEIN MICHAEL A | Director | M-Exempt | D | Restricted Stock Units | 33,435 | 0.00 | — | 0 | — | ↗ |
| 2018-05-09 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 17,018 | 0.00 | — | 0 | — | ↗ |
| 2018-05-09 | Glavin Thomas F | Director | M-Exempt | A | Common Stock | 25,076 | 0.00 | — | 107,566 | — | ↗ |
| 2018-05-09 | Aitken Stuart | Director | M-Exempt | D | Restricted Stock Units | 8,359 | 0.00 | — | 0 | — | ↗ |
| 2018-02-26 | Aitken Stuart | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-12-29 | McGuinness Thomas P | Director / Officer | F-InKind | D | Common Stock | 279,258 | 3.29 | 918.8K | 1,059,412 | — | ↗ |
| 2017-12-29 | Jaworski Adam M | Officer | F-InKind | D | Common Stock | 20,015 | 3.29 | 65.8K | 95,672 | — | ↗ |
| 2017-12-29 | Collins David F | Officer | F-InKind | D | Common Stock | 80,409 | 3.29 | 264.5K | 301,560 | — | ↗ |
| 2017-12-21 | Aitken Stuart | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2017-11-09 | Borden J Michael | Director | F-InKind | D | Restricted Stock Units | 33,435 | 0.00 | — | 0 | — | ↗ |
| 2017-06-01 | WHITEHURST JULIAN E | Director | M-Exempt | D | Restricted Stock Units | 48,964 | 0.00 | — | 0 | — | ↗ |
| 2017-06-01 | Saban Paula | Director | M-Exempt | D | Restricted Stock Units | 48,964 | 0.00 | — | 0 | — | ↗ |
| 2017-06-01 | Nelson Scott A. | Director | M-Exempt | D | Restricted Stock Units | 22,690 | 0.00 | — | 0 | — | ↗ |
| 2017-06-01 | Borden J Michael | Director | M-Exempt | D | Restricted Stock Units | 48,964 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
1.44M
Shares Outstanding
77.94M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Daniel J. Busch President and Chief Executive Officer | 950.0K | — | 4.63M | — | 2.01M | 7.3K | 7.60M | 60.90% | ↗ |
| 2 | 2025 | Christy L. David Executive Vice President, Chief Operating Officer, General Counsel and Secretary | 575.0K | — | 1.61M | — | 925.8K | 7.3K | 3.12M | 51.64% | ↗ |
| 3 | 2025 | Michael D. Phillips Executive Vice President, Chief Financial Officer and Treasurer | 525.0K | — | 1.47M | — | 845.3K | 7.3K | 2.85M | 51.63% | ↗ |
| 4 | 2025 | Lauren E. Suva Executive Vice President, Chief Administrative Officer | 300.0K | — | 365.3K | — | 357.0K | 7.1K | 1.03M | 35.49% | ↗ |
| 5 | 2024 | Daniel J. Busch President and Chief Executive Officer | 900.0K | — | 3.26M | — | 1.92M | 7.5K | 6.10M | 53.55% | ↗ |
| 6 | 2024 | Christy L. David Executive Vice President, Chief Operating Officer, General Counsel and Secretary | 550.0K | — | 1.53M | — | 901.3K | 7.4K | 2.99M | 51.18% | ↗ |
| 7 | 2024 | Michael D. Phillips Executive Vice President, Chief Financial Officer and Treasurer | 500.0K | — | 1.39M | — | 805.0K | 7.3K | 2.70M | 51.44% | ↗ |
| 8 | 2023 | Daniel J. Busch President and Chief Executive Officer | 850.0K | — | 3.16M | — | 1.58M | 11.7K | 5.60M | 56.39% | ↗ |
| 9 | 2023 | Christy L. David Executive Vice President, Chief Operating Officer, General Counsel and Secretary | 525.0K | — | 1.50M | — | 748.7K | 11.5K | 2.78M | 53.78% | ↗ |
| 10 | 2023 | Christy L. David Executive Vice President, Chief Operating Officer , General Counsel & Secretary | 525.0K | — | 1.50M | — | 748.7K | 11.5K | 2.78M | 53.78% | ↗ |
| 11 | 2023 | Michael D. Phillips Executive Vice President, Chief Financial Officer and Treasurer | 475.0K | — | 1.35M | — | 677.4K | 11.3K | 2.52M | 53.77% | ↗ |
| 12 | 2022 | Daniel J. Busch President and Chief Executive Officer | 800.0K | — | 2.83M | — | 1.48M | 7.2K | 5.12M | 55.35% | ↗ |
| 13 | 2022 | Christy L. David Executive Vice President, Chief Operating Officer General Counsel & Secretary | 500.0K | — | 1.36M | — | 709.0K | 7.2K | 2.57M | 52.76% | ↗ |
| 14 | 2022 | Christy L. David Executive Vice President, Chief Operating Officer, General Counsel and Secretary | 500.0K | — | 1.36M | — | 709.0K | 7.2K | 2.57M | 52.76% | ↗ |
| 15 | 2022 | Christy L. David Executive Vice President, Chief Operating Officer , General Counsel & Secretary | 500.0K | — | 1.36M | — | 709.0K | 7.2K | 2.57M | 52.76% | ↗ |
| 16 | 2022 | Michael D. Phillips Executive Vice President, Chief Financial Officer and Treasurer | 450.0K | — | 1.22M | — | 638.1K | 7.1K | 2.32M | 52.75% | ↗ |
| 17 | 2021 | Daniel J. Busch President and Chief Executive Officer | 624.2K | — | 2.29M | — | 806.5K | 7.2K | 3.72M | 61.39% | ↗ |
| 18 | 2021 | Thomas P. McGuinness Former President and Chief Executive Officer | 564.8K | — | 1.50M | — | 611.9K | 261.6K | 2.94M | 51.03% | ↗ |
| 19 | 2021 | Christy L. David Executive Vice President, Chief Operating Officer , General Counsel & Secretary | 491.4K | — | 1.48M | — | 544.6K | 7.2K | 2.52M | 58.66% | ↗ |
| 20 | 2021 | Christy L. David Executive Vice President, Chief Operating Officer General Counsel & Secretary | 491.4K | — | 1.48M | — | 544.6K | 7.2K | 2.52M | 58.66% | ↗ |
| 21 | 2021 | Michael Phillips Executive Vice President, Chief Financial Officer and Treasurer | 339.7K | — | 377.1K | — | 304.7K | 7.0K | 1.03M | 36.67% | ↗ |
| 22 | 2021 | Michael D. Phillips Executive Vice President, Chief Financial Officer and Treasurer | 339.7K | — | 377.1K | — | 304.7K | 7.0K | 1.03M | 36.67% | ↗ |
| 23 | 2020 | Thomas P. McGuinness Chief Executive Officer | 819.5K | — | 1.97M | — | 716.1K | 7.3K | 3.51M | 56.06% | ↗ |
| 24 | 2020 | Thomas P. McGuinness Former President and Chief Executive Officer | 819.5K | — | 1.97M | — | 716.1K | 7.3K | 3.51M | 56.06% | ↗ |
| 25 | 2020 | Daniel J. Busch President, Chief Financial Officer and Treasurer | 431.0K | — | 525.0K | — | 286.2K | 27.1K | 1.27M | 41.36% | ↗ |
| 26 | 2020 | Daniel J. Busch President and Chief Executive Officer | 431.0K | — | 525.0K | — | 286.2K | 27.1K | 1.27M | 41.36% | ↗ |
| 27 | 2020 | Christy L. David Executive Vice President, Chief Operating Officer General Counsel & Secretary | 399.4K | — | 306.3K | — | 265.2K | 7.1K | 977.9K | 31.32% | ↗ |
| 28 | 2020 | Ivy Z. Greaner Former Executive Vice President, Chief Operating Officer | 445.1K | — | — | — | — | 7.1K | 452.2K | 0.00% | ↗ |
| 29 | 2019 | Thomas P. McGuinness Former President and Chief Executive Officer | 795.7K | — | 2.81M | — | 1.12M | 7.1K | 4.74M | 59.33% | ↗ |
| 30 | 2019 | Thomas P. McGuinness Chief Executive Officer | 795.7K | — | 2.81M | — | 1.12M | 7.1K | 4.74M | 59.33% | ↗ |
| 31 | 2019 | Thomas P. McGuinness President and Chief Executive Officer | 795.7K | — | 2.81M | — | 1.12M | 7.1K | 4.74M | 59.33% | ↗ |
| 32 | 2019 | Ivy Z. Greaner Executive Vice President, Chief Operating Officer | 489.3K | — | 937.5K | — | 525.7K | 7.1K | 1.96M | 47.84% | ↗ |
| 33 | 2019 | Ivy Z. Greaner Former Executive Vice President, Chief Operating Officer | 489.3K | — | 937.5K | — | 525.7K | 7.1K | 1.96M | 47.84% | ↗ |
| 34 | 2019 | Daniel J. Busch President, Chief Financial Officer and Treasurer | 113.8K | 150.0K | 750.0K | — | 141.3K | 50.9K | 1.21M | 62.18% | ↗ |
| 35 | 2019 | Daniel J. Busch Executive Vice President, Chief Financial Officer and Treasurer | 113.8K | 150.0K | 750.0K | — | 141.3K | 50.9K | 1.21M | 62.18% | ↗ |
| 36 | 2019 | Daniel J. Busch President and Chief Executive Officer | 113.8K | 150.0K | 750.0K | — | 141.3K | 50.9K | 1.21M | 62.18% | ↗ |
| 37 | 2019 | Christy L. David Executive Vice President, Chief Operating Officer General Counsel & Secretary | 369.8K | 37.0K | 437.5K | — | 313.7K | 7.0K | 1.16M | 37.56% | ↗ |
| 38 | 2019 | Christy L. David Executive Vice President, Chief Investment Officer General Counsel & Secretary | 369.8K | 37.0K | 437.5K | — | 313.7K | 7.0K | 1.16M | 37.56% | ↗ |
| 39 | 2019 | Adam M. Jaworski Senior Vice President and Chief Accounting Officer | 315.4K | 40.0K | 335.7K | — | 231.8K | 7.0K | 929.9K | 36.10% | ↗ |
| 40 | 2018 | Thomas P. McGuinness Chief Executive Officer | 772.5K | — | 1.75M | — | 1.30M | 7.1K | 3.83M | 45.69% | ↗ |
| 41 | 2018 | Thomas P. McGuinness President and Chief Executive Officer | 772.5K | — | 1.75M | — | 1.30M | 7.1K | 3.83M | 45.69% | ↗ |
| 42 | 2018 | Michael E. Podboy Former Executive Vice President, Chief Financial Officer, Chief Investment Officer and Treasurer | 376.3K | — | 600.0K | — | — | 2.01M | 2.99M | 20.08% | ↗ |
| 43 | 2018 | Ivy Z. Greaner Former Executive Vice President, Chief Operating Officer | 210.1K | 100.0K | 500.0K | — | 273.5K | 28.3K | 1.11M | 44.97% | ↗ |
| 44 | 2018 | Ivy Z. Greaner Executive Vice President, Chief Operating Officer | 210.1K | 100.0K | 500.0K | — | 273.5K | 28.3K | 1.11M | 44.97% | ↗ |
| 45 | 2018 | Christy L. David Executive Vice President, Chief Investment Officer General Counsel & Secretary | 303.1K | — | 350.0K | — | 175.1K | 6.9K | 835.2K | 41.91% | ↗ |
| 46 | 2018 | Christy L. David Executive Vice President, Chief Operating Officer General Counsel & Secretary | 303.1K | — | 350.0K | — | 175.1K | 6.9K | 835.2K | 41.91% | ↗ |
| 47 | 2018 | Christy L. David Executive Vice President, General Counsel & Secretary | 303.1K | — | 350.0K | — | 175.1K | 6.9K | 835.2K | 41.91% | ↗ |
| 48 | 2018 | Adam M. Jaworski Senior Vice President and Chief Accounting Officer | 301.8K | 20.0K | 246.3K | — | 135.6K | 6.9K | 710.7K | 34.66% | ↗ |
| 49 | 2018 | Adam M. Jaworski Senior Vice President, Interim Principal Financial Officer, Interim Treasurer and Chief Accounting Officer | 301.8K | 20.0K | 246.3K | — | 135.6K | 6.9K | 710.7K | 34.66% | ↗ |
| 50 | 2017 | Thomas P. McGuinness President and Chief Executive Officer | 750.0K | — | 1.75M | — | 916.7K | 7.3K | 3.42M | 51.11% | ↗ |
| 51 | 2017 | David F. Collins Executive Vice President, Portfolio Management | 437.8K | — | 500.0K | — | — | 1.58M | 2.52M | 19.88% | ↗ |
| 52 | 2017 | Michael E. Podboy Former Executive Vice President, Chief Financial Officer, Chief Investment Officer and Treasurer | 515.0K | — | 600.0K | — | 409.7K | 7.3K | 1.53M | 39.16% | ↗ |
| 53 | 2017 | Michael E. Podboy Executive Vice President, Chief Financial Officer, Chief Investment Officer and Treasurer | 515.0K | — | 600.0K | — | 409.7K | 7.3K | 1.53M | 39.16% | ↗ |
| 54 | 2016 | Thomas P. McGuinness President and Chief Executive Officer | 725.0K | — | 1.75M | — | 1.16M | 6.3K | 3.64M | 48.08% | ↗ |
| 55 | 2016 | Scott W. Wilton Former Executive Vice President, General Counsel and Secretary | 373.5K | — | 500.0K | — | 62.5K | 1.54M | 2.48M | 20.15% | ↗ |
| 56 | 2016 | Michael E. Podboy Executive Vice President, Chief Financial Officer, Chief Investment Officer and Treasurer | 500.0K | 87.5K | 600.0K | — | 619.6K | 6.2K | 1.81M | 33.09% | ↗ |
| 57 | 2016 | Michael E. Podboy Former Executive Vice President, Chief Financial Officer, Chief Investment Officer and Treasurer | 500.0K | 87.5K | 600.0K | — | 619.6K | 6.2K | 1.81M | 33.09% | ↗ |
| 58 | 2016 | David F. Collins Executive Vice President, Portfolio Management | 425.0K | — | 500.0K | — | 333.6K | 6.3K | 1.26M | 39.53% | ↗ |
| 59 | 2016 | Jonathan T. Roberts Former President, University House Communities Group, Inc. | 213.3K | 225.0K | 598.5K | — | 170.2K | 5.7K | 1.21M | 49.36% | ↗ |
| 60 | 2015 | Thomas P. McGuinness President and Chief Executive Officer | 700.0K | — | 1.75M | — | 1.28M | 5.3K | 3.74M | 46.80% | ↗ |
| 61 | 2015 | Michael E. Podboy Executive Vice President, Chief Financial Officer, Chief Investment Officer and Treasurer | 395.0K | — | 500.0K | — | 564.1K | 5.3K | 1.46M | 34.14% | ↗ |
| 62 | 2015 | Scott W. Wilton Former Executive Vice President, General Counsel and Secretary | 395.0K | — | 500.0K | — | 477.5K | 5.3K | 1.38M | 36.29% | ↗ |
| 63 | 2015 | David F. Collins Executive Vice President, Portfolio Management | 395.0K | — | 500.0K | — | 330.3K | 41.4K | 1.27M | 39.47% | ↗ |
| 64 | 2015 | Jonathan T. Roberts Former President, University House Communities Group, Inc. | 375.0K | — | 500.0K | — | 374.7K | 5.5K | 1.26M | 39.84% | ↗ |
| 65 | 2014 | Thomas P. McGuinness President and Chief Executive Officer | 572.1K | — | 3.00M | — | 975.0K | 4.2K | 4.55M | 65.91% | ↗ |
| 66 | 2014 | Michael E. Podboy Executive Vice President, Chief Financial Officer, Chief Investment Officer and Treasurer | 305.6K | — | 800.0K | — | 241.0K | 86.00 | 1.35M | 59.41% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Daniel Joseph Busch | Chief Executive Officer, President & Director | 3M | male |
| Christy L. David | Chief Operating Officer, Executive Vice President, General Counsel & Corporate Secretary | 2M | female |
| Michael Douglas Phillips | Executive Vice President, Chief Financial Officer & Treasurer | 1M | male |
| Lauren Suva | Executive Vice President & Chief Administrative Officer | 664.1K | female |
| David Bryson | Senior Vice President, Chief Accounting Officer & Controller | — | male |
| David Heimberger | Senior Vice President & Chief Investment Officer | — | male |
| James Puzon | Senior Vice President of Corporate Finance & Portfolio Management | — | male |
| Matt Hagan | Senior Vice President of Asset Strategy | — | male |
| Dan Lombardo | Vice President of Investor Relations | — | male |
ESG Rating
ESG Score History REIT - RETAIL
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for IVT
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
