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Jefferies Financial Group Inc. (JEF)
USD56.62
+2.66 (+4.92%)
US NYSE S&P 500
Financial Services Financial - Capital Markets
Address
520 Madison Avenue 10022
New York City, NY, US
New York City, NY, US
CEO
Richard Brian Handler
Website
jefferies.com
IPO
1980-03-17
CIK 96223 ISIN US47233W1099
Description
Jefferies Financial Group Inc. operates as a diversified global financial services firm, primarily focused on investment banking, capital markets, and asset management. Its extensive operations span the Americas, Europe, the Middle East, Africa, and Asia. The company organizes its activities into distinct segments: Investment Banking and Capital Markets, Asset Management, Merchant Banking, and Corporate. Jefferies delivers a comprehensive suite of investment banking services, offering strategic advisory for mergers and acquisitions, restructurings, recapitalizations, and private capital transactions. This also includes underwriting for both equity and debt issuances, as well as corporate lending. Beyond advisory and underwriting, the firm provides financing, securities lending, and other prime brokerage solutions. It further supports clients with equities research, financing, and wealth management services. In its capital markets segment, Jefferies engages in the sales and trading of a wide array of fixed-income products. This encompasses investment-grade corporate bonds, U.S. and European government and agency securities, municipal bonds, mortgage-backed and asset-backed securities, leveraged and consumer loans, high-yield and distressed debt, and emerging markets debt. The firm also deals in interest rate and credit derivative products, performs foreign exchange trade execution, and offers securitization services. Within asset management, Jefferies is involved in the management, investment, and servicing of diverse alternative asset management platforms, covering numerous investment strategies and asset classes. Founded in 1962 and headquartered in New York, New York, the company was formerly known as Leucadia National Corporation until it officially changed its name to Jefferies Financial Group Inc. in May 2018.
News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2007-08-24 | — | Active |
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
USD56.62
+2.66 (+4.92%)
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Volume Profile
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Liquidity & share structure
Average Volume
2M
Beta
1.53
Float Shares
171.22M
Free Float %
83.8%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.51% | +0.90% | +9.37% | +18.78% | -8.37% | -14.89% | +8.52% | +71.62% | +70.96% | +225.76% | +20,079.06% |
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 (9 ratings, all time)
Buy
Price Targets & DCF
Current price
56.62
Low
44.00
-22.3%
Consensus
67.75
+19.7%
Median
65.00
+14.8%
High
97.00
+71.3%
DCF (Unlevered)
121.37
+114.4%
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)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | -1 |
| Buy | 3 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 3 |
49.00
-13.5%
|
| Last Year | 10 |
67.30
+18.9%
|
| All Time | 33 |
60.18
+6.3%
|
Quality scores
Altman Z-Score
0.82
Distress
Piotroski F-Score
3 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+2.9% Q2'26: +25.0% (vs Q2'25)
-
EPS growth Financial - Capital Markets: +35.3%-5.4% Q2'26: -275.0% (vs Q2'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-54.6% Q2'26: -35.3% (vs Q2'25)
-
EBIT margin Financial - Capital Markets: +33.5%+8.1% Q2'26: +0.0% (vs Q2'25)
-
ROIC Financial - Capital Markets: +4.0%+3.4% Q2'26: +0.0% (vs Q2'25)
-
Share dilution Financial - Capital Markets: +0.0%-0.4% ★ Q2'26: -100.0% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×22.34× Q2'26: 0.00× (vs Q2'25)
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 |
Nov 2015 actual |
Nov 2016 actual |
Nov 2017 actual |
Nov 2018 actual |
Nov 2019 actual |
Nov 2020 actual |
Nov 2021 actual |
Nov 2022 actual |
Nov 2023 actual |
Nov 2024 actual |
Nov 2025 actual |
Nov 2026 5 Rev. Ana. 4 EPS Ana. |
Nov 2027 5 Rev. Ana. 3 EPS Ana. |
Nov 2028 4 Rev. Ana. 4 EPS Ana. |
Nov 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
11.68B
est: 10.97B (+6.5%)
|
3.85B
est: 9.90B (-61.1%)
|
5.05B
est: 11.40B (-55.7%)
|
—
est: 5.77B (-100.0%)
|
5.36B
est: 3.58B (+49.8%)
|
6.96B
est: 5.41B (+28.6%)
|
8.95B
est: 8.29B (+7.9%)
|
7.15B
est: 5.59B (+27.9%)
|
7.44B
est: 5.16B (+44.3%)
|
10.52B
est: 6.92B (+52.0%)
|
10.82B
est: 7.29B (+48.5%)
|
8.62B
8.27B – 9.16B
+18.3% YoY
|
9.45B
8.26B – 10.78B
+9.7% YoY
|
10.23B
9.87B – 10.60B
+8.3% YoY
|
10.33B
9.45B – 11.41B
+1.0% YoY
|
| EBITDA |
1.38B
est: 4.17B (-66.9%)
|
917.16M
est: 465.48M (+97.0%)
|
1.69B
est: 973.19M (+73.5%)
|
131.25M
est: 2.19B (-94.0%)
|
2.10B
est: 1.68B (+24.8%)
|
2.17B
est: 1.84B (+18.2%)
|
3.34B
est: 1.59B (+109.7%)
|
2.42B
est: 1.45B (+66.1%)
|
3.21B
est: 1.74B (+84.5%)
|
4.68B
est: 2.33B (+100.7%)
|
1.06B
est: 2.46B (-56.7%)
|
2.91B
2.79B – 3.09B
+18.3% YoY
|
3.19B
2.79B – 3.64B
+9.7% YoY
|
3.45B
3.33B – 3.57B
+8.3% YoY
|
3.48B
3.19B – 3.85B
+1.0% YoY
|
| EBIT |
1.15B
est: 3.95B (-70.8%)
|
800.05M
est: 229.94M (+247.9%)
|
1.58B
est: 962.24M (+64.0%)
|
—
est: 2.07B (-100.0%)
|
1.94B
est: 1.06B (+84.2%)
|
2.01B
est: 1.54B (+30.9%)
|
3.19B
est: 1.56B (+104.1%)
|
2.23B
est: 1.43B (+56.0%)
|
3.10B
est: 1.64B (+88.8%)
|
4.49B
est: 2.20B (+103.8%)
|
870.99M
est: 2.32B (-62.4%)
|
2.74B
2.63B – 2.91B
+18.3% YoY
|
3.01B
2.63B – 3.43B
+9.7% YoY
|
3.26B
3.14B – 3.37B
+8.3% YoY
|
3.29B
3.01B – 3.63B
+1.0% YoY
|
| Net Income |
283.65M
est: 124.01M (+128.7%)
|
130.00M
est: 169.56M (-23.3%)
|
171.73M
est: 107.71M (+59.4%)
|
—
est: 644.04M (-100.0%)
|
964.70M
est: 4.45B (-78.3%)
|
775.24M
est: 995.34M (-22.1%)
|
1.67B
est: 1.11B (+50.5%)
|
785.45M
est: 1.01B (-22.1%)
|
277.69M
est: 285.38M (-2.7%)
|
743.38M
est: 635.87M (+16.9%)
|
710.48M
est: 651.58M (+9.0%)
|
859.20M
826.21M – 903.02M
+31.9% YoY
|
1.14B
841.57M – 1.27B
+33.0% YoY
|
1.13B
581.00M – 1.63B
-0.7% YoY
|
1.11B
985.72M – 1.26B
-2.3% YoY
|
| SGA |
757.79M
est: 1.21B (-37.3%)
|
797.13M
est: 708.05M (+12.6%)
|
778.05M
est: 736.76M (+5.6%)
|
—
est: 635.35M (-100.0%)
|
1.01B
est: 2.31B (-56.3%)
|
1.08B
est: 2.40B (-55.1%)
|
710.15M
est: 920.40M (-22.8%)
|
792.99M
est: 1.25B (-36.3%)
|
849.53M
est: 775.90M (+9.5%)
|
961.47M
est: 1.04B (-7.7%)
|
3.86B
est: 1.10B (+252.0%)
|
1.30B
1.25B – 1.38B
+18.3% YoY
|
1.42B
1.24B – 1.62B
+9.7% YoY
|
1.54B
1.49B – 1.60B
+8.3% YoY
|
1.55B
1.42B – 1.72B
+1.0% YoY
|
| EPS |
0.74
est: 0.55 (+33.5%)
|
0.34
est: 0.18 (+90.1%)
|
0.45
est: 1.42 (-68.4%)
|
0.52
est: 2.88 (-81.9%)
|
3.07
est: 2.85 (+7.8%)
|
2.68
est: 1.98 (+35.2%)
|
6.29
est: 5.98 (+5.1%)
|
3.13
est: 3.01 (+4.1%)
|
1.12
est: 1.25 (-10.6%)
|
3.08
est: 3.08 (-0.1%)
|
2.93
est: 2.93 (+0.1%)
|
3.85
3.71 – 4.05
+31.4% YoY
|
4.99
3.78 – 5.71
+29.8% YoY
|
5.67
2.61 – 7.32
+13.7% YoY
|
4.97
4.43 – 5.65
-12.3% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-27 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-26 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-22 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-21 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-20 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-19 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-18 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-15 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-14 | C+ | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-13 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-12 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-11 | C+ | 2/5 | 1/5 | 2/5 | 3/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-08 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-07 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-06 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-05 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-04 | C+ | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-05-01 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-30 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-29 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-28 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-27 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-24 | B- | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 2/5 | 3/5 |
| 2026-04-23 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-3.15M
OE per share TTM
-0.03
Owner's Yield
-0.03%
Maintenance CapEx ratio
10.75%
Maint CapEx / Avg PPE
11.6%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
587
Total invested
5.88B
Insider transactions (90d)
14
Beneficial owners (>5%)
20
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Leucadia National Corporation | 41.63M | 28.60% | — | 18.63M | — | — | HC, CO | New York | 2014-03-28 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 22.10M | 9.00% | — | 109.4K | 21.83M | 270.3K | IA | — | 2022-02-10 | ↗ |
| 3 | Bruce R. Berkowitz | 20.25M | 8.30% | 194.8K | 14.98M | 194.8K | 20.05M | HC, IN | Delaware | 2010-02-16 | ↗ |
| 4 | Fairholme Capital Management, L.L.C. | 20.05M | 8.20% | — | 14.98M | — | 20.05M | IA | Delaware | 2010-02-16 | ↗ |
| 5 | (1) BlackRock, Inc. | 18.25M | 7.40% | 17.35M | — | 18.25M | — | HC | Delaware | 2022-02-01 | ↗ |
| 6 | Fairholme Funds, Inc. | 12.12M | 4.99% | — | 12.12M | — | 12.12M | IV | Delaware | 2010-02-16 | ↗ |
| 7 | subsidiaries | 9.86M | 5.10% | 8.22M | 1.63M | 8.22M | — | CO | New York | 2022-08-05 | ↗ |
| 8 | Jefferies Financial Group Inc., on behalf of itself and its controlled subsidiaries | 7.54M | 12.10% | 6.04M | 1.50M | 6.04M | 11.00 | CO | — | 2021-02-05 | ↗ |
| 9 | Jefferies International Limited | 6.81M | 6.01% | — | 6.81M | — | — | BD, FI | — | 2023-02-14 | ↗ |
| 10 | Jefferies Financial Group Inc. | 6.76M | 5.00% | — | 6.76M | — | 6.76M | HC | Delaware | 2024-11-13 | ↗ |
| 11 | Jefferies LLC | 6.76M | 5.00% | — | 6.76M | — | 6.76M | BD | Delaware | 2024-11-13 | ↗ |
| 12 | Jefferies Group LLC | 6.25M | 11.10% | — | 6.25M | — | 6.25M | OO | — | 2022-02-14 | ↗ |
| 13 | Jefferies US Holdings LLC | 6.25M | 11.10% | — | 6.25M | — | 6.25M | OO | — | 2022-02-14 | ↗ |
| 14 | controlled subsidiaries | 4.21M | 11.40% | 4.21M | — | 4.21M | — | OO | New York | 2021-02-12 | ↗ |
| 15 | 10. | 2.86M | 3.70% | — | 2.86M | — | 2.86M | OO | Delaware | 2019-02-14 | ↗ |
| 16 | 27616L 102 | 2.50M | 12.00% | — | 2.50M | — | — | HC | Delaware | 2017-09-08 | ↗ |
| 17 | BARCLAYS GLOBAL INVESTORS, NA. | 2.33M | 1.74% | 1.58M | — | 1.61M | — | BK | The state of organization is Delaware. | 2012-06-08 | ↗ |
| 18 | 1,000,227 | 1.00M | 11.70% | — | 1.00M | — | 1.00M | HC, CO | New York | 2016-08-24 | ↗ |
| 19 | Baldwin Enterprises, Inc. | — | 0.00% | — | — | — | — | CO | New York | 2009-12-23 | ↗ |
| 20 | Phlcorp, Inc. | — | 0.00% | — | — | — | — | CO | New York | 2009-12-23 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
587
-45 vs prev Q
New positions
88
Closed positions
133
Increased
305
Reduced
165
Put/Call ratio
0.76
Calls held
3.51M
Puts held
2.68M
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 16.35M +805.9K (+5.2%) | 1.01B -3.7M (-0.4%) | 7.60% +0.374 pp | 0.02% -0.001 pp | USD62.06 -0.1% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 14.73M -140.8K (-0.9%) | 913.10M -60.0M (-6.2%) | 6.84% -0.065 pp | 0.01% -0.001 pp | USD21.59 +187.0% | 31 qtrs — |
| 3 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9.25M +— (+0.0%) | 573.04M -31.9M (-5.3%) | 4.30% +0.000 pp | 10.14% -0.462 pp | USD61.55 +0.7% | 6 qtrs — |
| 4 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 7.15M -200.6K (-2.7%) | 453.92M -12.9M (-2.8%) | 3.32% -0.093 pp | 0.74% -0.014 pp | USD44.50 +39.3% | 17 qtrs — |
| 5 | ALLIANCEBERNSTEIN L.P. | 5.58M -198.7K (-3.4%) | 345.59M -32.2M (-8.5%) | 2.59% -0.092 pp | 0.11% -0.010 pp | USD60.19 +3.0% | 31 qtrs — |
| 6 | STATE STREET CORP | 4.76M -65.6K (-1.4%) | 295.08M -20.7M (-6.6%) | 2.21% -0.031 pp | 0.01% -0.001 pp | USD23.81 +160.3% | 31 qtrs — |
| 7 | MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 4.65M -869.0 (0.0%) | 288.43M -16.1M (-5.3%) | 2.16% 0.000 pp | 11.89% -2.138 pp | USD61.55 +0.7% | 6 qtrs — |
| 8 | ALYESKA INVESTMENT GROUP, L.P. | 3.97M +3.2M (+422.0%) | 246.17M +196.4M (+394.5%) | 1.85% +1.492 pp | 0.70% +0.545 pp | USD62.63 -1.1% | 11 qtrs — |
| 9 | EMINENCE CAPITAL, LP | 3.81M +454.1K (+13.5%) | 236.27M +16.6M (+7.5%) | 1.77% +0.211 pp | 3.74% +1.072 pp | USD60.89 +1.8% | 3 qtrs — |
| 10 | AQR CAPITAL MANAGEMENT LLC | 3.41M +3.0M (+696.8%) | 211.46M +183.4M (+654.8%) | 1.59% +1.386 pp | 0.11% +0.093 pp | USD60.55 +2.3% | 23 qtrs — |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 2.94M +24.2K (+0.8%) | 182.39M -8.6M (-4.5%) | 1.37% +0.011 pp | 0.01% -0.001 pp | USD28.51 +117.4% | 31 qtrs — |
| 12 | DIMENSIONAL FUND ADVISORS LP | 2.61M +29.1K (+1.1%) | 161.60M -7.1M (-4.2%) | 1.21% +0.014 pp | 0.03% -0.002 pp | USD25.71 +141.0% | 31 qtrs — |
| 13 | FIRST PACIFIC ADVISORS, LP | 2.58M +— (+0.0%) | 159.90M -8.9M (-5.3%) | 1.20% +0.000 pp | 2.11% -0.228 pp | USD20.07 +208.8% | 31 qtrs — |
| 14 | MORGAN STANLEY | 2.52M -257.5K (-9.3%) | 156.45M -25.6M (-14.0%) | 1.17% -0.120 pp | 0.01% -0.002 pp | USD50.09 +23.7% | 31 qtrs — |
| 15 | NORGES BANK | 2.35M +2.3M (+100.0%) | 145.58M +145.6M (+100.0%) | 1.09% +1.091 pp | 0.02% +0.016 pp | USD61.97 +0.0% | 1 qtrs NEW |
| 16 | FISHER ASSET MANAGEMENT, LLC | 2.12M -232.0 (0.0%) | 131.09M -7.3M (-5.3%) | 0.98% 0.000 pp | 0.04% -0.005 pp | USD51.61 +20.1% | 14 qtrs — |
| 17 | JPMORGAN CHASE & CO | 1.96M -3.0M (-60.7%) | 121.45M -204.7M (-62.8%) | 0.91% -1.406 pp | 0.01% -0.012 pp | USD49.81 +24.4% | 31 qtrs — |
| 18 | GOLDMAN SACHS GROUP INC | 1.76M -65.1K (-3.6%) | 109.18M -10.3M (-8.6%) | 0.82% -0.030 pp | 0.01% -0.001 pp | USD48.34 +28.2% | 31 qtrs — |
| 19 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.76M -239.9K (-12.0%) | 108.76M -21.7M (-16.7%) | 0.82% -0.111 pp | 0.36% -0.054 pp | USD23.82 +160.2% | 31 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 1.72M -54.0K (-3.0%) | 106.78M -9.5M (-8.2%) | 0.80% -0.025 pp | 0.01% 0.000 pp | USD60.03 +3.2% | 31 qtrs — |
| 21 | FMR LLC | 1.56M +61.4K (+4.1%) | 96.69M -1.4M (-1.4%) | 0.72% +0.029 pp | 0.00% 0.000 pp | USD65.68 -5.6% | 31 qtrs — |
| 22 | CITADEL ADVISORS LLC | 1.47M +1.2M (+408.1%) | 91.00M +72.1M (+381.3%) | 0.68% +0.548 pp | 0.01% +0.011 pp | USD60.31 +2.8% | 31 qtrs — |
| 23 | BARCLAYS PLC | 1.43M -580.2K (-28.8%) | 88.88M -35.1M (-28.3%) | 0.67% -0.270 pp | 0.02% -0.011 pp | USD51.32 +20.8% | 31 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 1.43M -141.9K (-9.0%) | 88.52M -14.2M (-13.8%) | 0.66% -0.066 pp | 0.02% -0.004 pp | USD20.82 +197.6% | 31 qtrs — |
| 25 | NORTHERN TRUST CORP | 1.42M -42.1K (-2.9%) | 87.82M -7.6M (-8.0%) | 0.66% -0.020 pp | 0.01% -0.001 pp | USD32.01 +93.6% | 31 qtrs — |
| 26 | BECK MACK & OLIVER LLC | 1.23M -35.0K (-2.8%) | 76.37M -6.5M (-7.9%) | 0.57% -0.016 pp | 1.39% -0.121 pp | USD18.63 +232.6% | 31 qtrs — |
| 27 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.17M +23.2K (+2.0%) | 72.73M -2.5M (-3.4%) | 0.55% +0.011 pp | 0.01% -0.001 pp | USD30.13 +105.7% | 31 qtrs — |
| 28 | D. E. SHAW & CO., INC. | 1.11M +1.0M (+1,246.1%) | 68.61M +63.2M (+1,175.1%) | 0.51% +0.476 pp | 0.04% +0.035 pp | USD61.43 +0.9% | 27 qtrs — |
| 29 | JACOBS LEVY EQUITY MANAGEMENT, INC | 1.02M +868.0K (+583.2%) | 63.01M +53.3M (+547.1%) | 0.47% +0.403 pp | 0.24% +0.205 pp | USD62.47 -0.8% | 2 qtrs — |
| 30 | UBS GROUP AG | 991.8K -69.9K (-6.6%) | 61.46M -8.0M (-11.5%) | 0.46% -0.033 pp | 0.01% -0.001 pp | USD61.35 +1.0% | 31 qtrs — |
| 31 | ARTEMIS INVESTMENT MANAGEMENT LLP | 984.1K -1.4M (-58.6%) | 60.98M -94.7M (-60.8%) | 0.46% -0.648 pp | 0.74% -1.201 pp | USD59.33 +4.4% | 7 qtrs — |
| 32 | SEI INVESTMENTS CO | 982.4K +408.3K (+71.1%) | 60.88M +23.3M (+62.1%) | 0.46% +0.190 pp | 0.06% +0.020 pp | USD53.69 +15.4% | 19 qtrs — |
| 33 | MUNRO PARTNERS | 975.8K +975.8K (+100.0%) | 60.47M +60.5M (+100.0%) | 0.45% +0.453 pp | 1.57% +1.571 pp | USD61.97 +0.0% | 1 qtrs NEW |
| 34 | FEDERATED HERMES, INC. | 968.6K -513.4K (-34.6%) | 60.02M -36.9M (-38.1%) | 0.45% -0.239 pp | 0.10% -0.071 pp | USD58.26 +6.4% | 31 qtrs — |
| 35 | FREESTONE GROVE PARTNERS LP | 959.3K +637.7K (+198.3%) | 59.45M +38.4M (+182.6%) | 0.45% +0.296 pp | 0.43% +0.273 pp | USD59.18 +4.7% | 4 qtrs — |
| 36 | DEUTSCHE BANK AG\ | 954.3K +324.5K (+51.5%) | 59.14M +17.9M (+43.5%) | 0.44% +0.151 pp | 0.02% +0.006 pp | USD60.91 +1.7% | 31 qtrs — |
| 37 | NUVEEN, LLC | 932.4K -15.1K (-1.6%) | 57.78M -4.2M (-6.8%) | 0.43% -0.007 pp | 0.02% -0.001 pp | USD53.57 +15.7% | 4 qtrs — |
| 38 | NEWEDGE WEALTH, LLC | 924.6K +14.8K (+1.6%) | 57.30M +8.2M (+16.8%) | 0.43% +0.007 pp | 0.65% -0.056 pp | USD47.25 +31.2% | 20 qtrs — |
| 39 | VICTORY CAPITAL MANAGEMENT INC | 698.5K +47.3K (+7.3%) | 43.29M +683.0K (+1.6%) | 0.32% +0.022 pp | 0.02% -0.001 pp | USD62.67 -1.1% | 31 qtrs — |
| 40 | MARSHALL WACE, LLP | 678.6K -108.4K (-13.8%) | 42.05M -9.4M (-18.3%) | 0.32% -0.050 pp | 0.04% -0.014 pp | USD56.80 +9.1% | 10 qtrs — |
| 41 | PRIVATE MANAGEMENT GROUP INC | 657.9K -5.0K (-0.8%) | 40.77M -2.6M (-6.0%) | 0.31% -0.002 pp | 1.19% -0.104 pp | USD21.72 +185.3% | 31 qtrs — |
| 42 | CI INVESTMENTS INC. | 620.9K +573.0K (+1,195.0%) | 38.48M +35.3M (+1,126.6%) | 0.29% +0.266 pp | 0.17% +0.157 pp | USD61.86 +0.2% | 22 qtrs — |
| 43 | MOERUS CAPITAL MANAGEMENT LLC | 609.7K -70.1K (-10.3%) | 37.78M -6.7M (-15.0%) | 0.28% -0.033 pp | 16.29% -1.784 pp | USD29.40 +110.8% | 29 qtrs — |
| 44 | FIRST TRUST ADVISORS LP | 605.3K +236.8K (+64.3%) | 37.51M +13.4M (+55.6%) | 0.28% +0.110 pp | 0.03% +0.009 pp | USD62.36 -0.6% | 31 qtrs — |
| 45 | BAMCO INC /NY/ | 596.5K +77.0K (+14.8%) | 36.97M +3.0M (+8.8%) | 0.28% +0.036 pp | 0.10% +0.010 pp | USD44.79 +38.4% | 17 qtrs — |
| 46 | MRAZ, AMERINE & ASSOCIATES, INC. | 578.8K +10.0K (+1.8%) | 35.87M -1.3M (-3.6%) | 0.27% +0.005 pp | 5.33% -0.466 pp | USD23.09 +168.4% | 31 qtrs — |
| 47 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 540.3K +319.2K (+144.4%) | 33.48M +19.0M (+131.5%) | 0.25% +0.148 pp | 0.00% +0.002 pp | USD60.10 +3.1% | 31 qtrs — |
| 48 | RUSSELL INVESTMENTS GROUP, LTD. | 501.0K +172.1K (+52.3%) | 31.04M +9.5M (+44.3%) | 0.23% +0.080 pp | 0.03% +0.009 pp | USD50.69 +22.3% | 31 qtrs — |
| 49 | HOSKING PARTNERS LLP | 486.3K -1.8K (-0.4%) | 30.14M -1.8M (-5.6%) | 0.23% -0.001 pp | 1.02% -0.132 pp | USD27.32 +126.8% | 31 qtrs — |
| 50 | RETIREMENT SYSTEMS OF ALABAMA | 470.1K -1.5K (-0.3%) | 29.13M -1.7M (-5.6%) | 0.22% -0.001 pp | 0.09% -0.008 pp | USD16.53 +274.9% | 31 qtrs — |
| 51 | CHECK CAPITAL MANAGEMENT INC/CA | 452.5K +452.5K (+100.0%) | 28.04M +28.0M (+100.0%) | 0.21% +0.210 pp | 0.82% +0.816 pp | USD61.97 +0.0% | 1 qtrs NEW |
| 52 | GOODHAVEN CAPITAL MANAGEMENT, LLC | 442.5K +500.0 (+0.1%) | 27.42M -1.5M (-5.2%) | 0.21% +0.000 pp | 8.88% -0.432 pp | USD20.19 +206.9% | 31 qtrs — |
| 53 | BERKSHIRE HATHAWAY INC | 433.6K +— (+0.0%) | 26.87M -1.5M (-5.3%) | 0.20% +0.000 pp | 0.01% -0.001 pp | USD28.19 +119.8% | 14 qtrs — |
| 54 | BALYASNY ASSET MANAGEMENT L.P. | 427.4K -461.2K (-51.9%) | 26.48M -31.6M (-54.4%) | 0.20% -0.214 pp | 0.03% -0.040 pp | USD56.83 +9.0% | 11 qtrs — |
| 55 | RHUMBLINE ADVISERS | 424.3K -2.4K (-0.6%) | 26.30M -1.6M (-5.8%) | 0.20% -0.001 pp | 0.02% -0.001 pp | USD20.70 +199.4% | 31 qtrs — |
| 56 | PRIVATE CAPITAL MANAGEMENT, LLC | 419.4K +790.0 (+0.2%) | 25.99M -1.4M (-5.1%) | 0.19% +0.000 pp | 2.38% -0.064 pp | USD22.90 +170.6% | 30 qtrs — |
| 57 | UBS ASSET MANAGEMENT AMERICAS INC | 411.2K +11.5K (+2.9%) | 25.48M -665.1K (-2.5%) | 0.19% +0.005 pp | 0.01% 0.000 pp | USD39.95 +55.1% | 31 qtrs — |
| 58 | MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD. | 398.0K -400.0K (-50.1%) | 24.66M -27.5M (-52.8%) | 0.18% -0.186 pp | 0.21% -0.350 pp | USD51.65 +20.0% | 7 qtrs — |
| 59 | CAPITAL FUND MANAGEMENT S.A. | 388.0K +225.5K (+138.7%) | 24.05M +13.4M (+126.1%) | 0.18% +0.105 pp | 0.07% +0.039 pp | USD60.26 +2.8% | 10 qtrs — |
| 60 | QUANTINNO CAPITAL MANAGEMENT LP | 379.1K +127.2K (+50.5%) | 23.49M +7.0M (+42.6%) | 0.18% +0.059 pp | 0.05% +0.002 pp | USD54.83 +13.0% | 15 qtrs — |
| 61 | PRINCIPAL FINANCIAL GROUP INC | 363.4K -1.1M (-75.4%) | 22.52M -74.0M (-76.7%) | 0.17% -0.517 pp | 0.01% -0.037 pp | USD33.08 +87.3% | 31 qtrs — |
| 62 | INVESCO LTD. | 350.0K -148.4K (-29.8%) | 21.69M -10.9M (-33.5%) | 0.16% -0.069 pp | 0.00% -0.002 pp | USD55.42 +11.8% | 31 qtrs — |
| 63 | LOOMIS SAYLES & CO L P | 349.8K -51.9K (-12.9%) | 21.68M -4.6M (-17.5%) | 0.16% -0.024 pp | 0.03% -0.005 pp | USD46.64 +32.9% | 9 qtrs — |
| 64 | CAPTRUST FINANCIAL ADVISORS | 348.3K +17.8K (+5.4%) | 21.59M -40.4K (-0.2%) | 0.16% +0.008 pp | 0.04% -0.003 pp | USD27.00 +129.5% | 28 qtrs — |
| 65 | AMERIPRISE FINANCIAL INC | 335.5K -49.6K (-12.9%) | 20.79M -4.4M (-17.5%) | 0.16% -0.023 pp | 0.00% -0.001 pp | USD34.68 +78.7% | 31 qtrs — |
| 66 | ROBOTTI ROBERT | 328.9K -3.8K (-1.1%) | 20.38M -1.4M (-6.3%) | 0.15% -0.002 pp | 3.66% -0.115 pp | USD19.57 +216.7% | 31 qtrs — |
| 67 | LPL FINANCIAL LLC | 325.1K -34.7K (-9.6%) | 20.15M -3.4M (-14.4%) | 0.15% -0.016 pp | 0.01% -0.001 pp | USD64.52 -4.0% | 24 qtrs — |
| 68 | SG AMERICAS SECURITIES, LLC | 311.4K +291.7K (+1,480.4%) | 19.30M +18.0M (+1,397.2%) | 0.14% +0.136 pp | 0.02% +0.020 pp | USD61.47 +0.8% | 31 qtrs — |
| 69 | SWISS NATIONAL BANK | 305.0K +5.1K (+1.7%) | 18.90M -718.6K (-3.7%) | 0.14% +0.002 pp | 0.01% 0.000 pp | USD17.59 +252.3% | 23 qtrs — |
| 70 | GRADIENT INVESTMENTS LLC | 291.8K +259.6K (+807.1%) | 18.08M +16.0M (+759.3%) | 0.14% +0.121 pp | 0.29% +0.252 pp | USD61.17 +1.3% | 3 qtrs — |
| 71 | CERITY PARTNERS LLC | 282.9K +65.4K (+30.1%) | 17.53M +3.3M (+23.2%) | 0.13% +0.030 pp | 0.03% +0.003 pp | USD54.68 +13.3% | 12 qtrs — |
| 72 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 282.9K -11.6K (-3.9%) | 17.53M -1.7M (-9.0%) | 0.13% -0.005 pp | 0.01% -0.002 pp | USD22.09 +180.5% | 31 qtrs — |
| 73 | SQUAREPOINT OPS LLC | 271.6K +109.8K (+67.9%) | 16.83M +6.2M (+59.1%) | 0.13% +0.051 pp | 0.02% +0.007 pp | USD56.99 +8.7% | 31 qtrs — |
| 74 | ENSIGN PEAK ADVISORS, INC | 261.2K -71.1K (-21.4%) | 16.19M -5.6M (-25.5%) | 0.12% -0.033 pp | 0.03% -0.007 pp | USD59.98 +3.3% | 25 qtrs — |
| 75 | LEGAL & GENERAL GROUP PLC | 258.4K -62.2K (-19.4%) | 16.01M -5.0M (-23.6%) | 0.12% -0.029 pp | 0.00% -0.001 pp | USD27.67 +124.0% | 31 qtrs — |
| 76 | TWO SIGMA ADVISERS, LP | 255.4K -1.0M (-80.3%) | 15.83M -68.9M (-81.3%) | 0.12% -0.483 pp | 0.03% -0.139 pp | USD57.50 +7.8% | 28 qtrs — |
| 77 | VALUEWORKS LLC | 251.3K +251.3K (+100.0%) | 15.57M +15.6M (+100.0%) | 0.12% +0.117 pp | 4.10% +4.099 pp | USD61.97 +0.0% | 1 qtrs NEW |
| 78 | TWO SIGMA INVESTMENTS, LP | 231.5K -1.2M (-84.1%) | 14.35M -80.7M (-84.9%) | 0.11% -0.567 pp | 0.02% -0.121 pp | USD52.11 +18.9% | 23 qtrs — |
| 79 | IEQ CAPITAL, LLC | 215.8K +203.3K (+1,632.1%) | 13.37M +12.6M (+1,540.7%) | 0.10% +0.094 pp | 0.04% +0.038 pp | USD61.79 +0.3% | 5 qtrs — |
| 80 | OPPENHEIMER & CO INC | 206.4K +5.7K (+2.8%) | 12.79M -342.2K (-2.6%) | 0.10% +0.003 pp | 0.18% +0.021 pp | USD29.59 +109.4% | 31 qtrs — |
| 81 | TUDOR INVESTMENT CORP ET AL | 202.0K +167.5K (+485.4%) | 12.52M +10.3M (+454.5%) | 0.09% +0.078 pp | 0.02% +0.019 pp | USD60.63 +2.2% | 4 qtrs — |
| 82 | MERRION INVESTMENT MANAGEMENT CO, LLC | 199.7K -7.0K (-3.4%) | 12.38M -1.1M (-8.5%) | 0.09% -0.003 pp | 6.67% -1.093 pp | USD23.63 +162.3% | 21 qtrs — |
| 83 | WELLS FARGO & COMPANY/MN | 196.3K -168.6K (-46.2%) | 12.17M -11.7M (-49.0%) | 0.09% -0.078 pp | 0.00% -0.002 pp | USD41.77 +48.4% | 31 qtrs — |
| 84 | FIRST MANHATTAN CO. LLC. | 193.6K +248.0 (+0.1%) | 12.00M -651.8K (-5.2%) | 0.09% +0.000 pp | 0.03% -0.002 pp | USD20.39 +203.9% | 31 qtrs — |
| 85 | MILLENNIUM MANAGEMENT LLC | 188.2K -1.3M (-87.7%) | 11.66M -88.6M (-88.4%) | 0.09% -0.624 pp | 0.00% -0.038 pp | USD59.20 +4.7% | 23 qtrs — |
| 86 | MERCER GLOBAL ADVISORS INC /ADV | 185.8K +159.0K (+593.9%) | 11.51M +9.8M (+557.3%) | 0.09% +0.074 pp | 0.02% +0.015 pp | USD58.35 +6.2% | 19 qtrs — |
| 87 | COLONY GROUP, LLC | 182.5K +21.1K (+13.1%) | 11.31M +749.1K (+7.1%) | 0.08% +0.010 pp | 0.01% -0.004 pp | USD44.12 +40.5% | 9 qtrs — |
| 88 | ALGERT GLOBAL LLC | 181.7K +4.8K (+2.7%) | 11.26M -313.0K (-2.7%) | 0.08% +0.002 pp | 0.18% -0.018 pp | USD57.51 +7.8% | 18 qtrs — |
| 89 | ROCK POINT ADVISORS, LLC | 180.4K +7.1K (+4.1%) | 11.18M -155.3K (-1.4%) | 0.08% +0.003 pp | 2.80% -0.205 pp | USD21.82 +184.0% | 31 qtrs — |
| 90 | SEQUOIA FINANCIAL ADVISORS, LLC | 176.6K +5.6K (+3.3%) | 10.94M -241.8K (-2.2%) | 0.08% +0.003 pp | 0.06% -0.007 pp | USD61.97 +0.0% | 9 qtrs — |
| 91 | JANE STREET GROUP, LLC | 176.2K +15.6K (+9.7%) | 10.92M +412.7K (+3.9%) | 0.08% +0.007 pp | 0.00% +0.000 pp | USD62.26 -0.5% | 6 qtrs — |
| 92 | BEACON INVESTMENT ADVISORY SERVICES, INC. | 173.6K +6.6K (+3.9%) | 10.76M -168.2K (-1.5%) | 0.08% +0.003 pp | 0.44% -0.021 pp | USD40.32 +53.7% | 18 qtrs — |
| 93 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 173.3K +— (+0.0%) | 10.74M -598.0K (-5.3%) | 0.08% +0.000 pp | 0.02% -0.001 pp | USD21.41 +189.4% | 31 qtrs — |
| 94 | STATE OF WISCONSIN INVESTMENT BOARD | 170.3K +49.1K (+40.6%) | 10.55M +2.6M (+33.1%) | 0.08% +0.023 pp | 0.02% +0.005 pp | USD38.84 +59.6% | 31 qtrs — |
| 95 | PEAK6 LLC | 169.7K -31.2K (-15.5%) | 10.52M -2.6M (-20.0%) | 0.08% -0.015 pp | 0.02% +0.000 pp | USD55.11 +12.4% | 4 qtrs — |
| 96 | MAN GROUP PLC | 166.6K +162.6K (+4,064.6%) | 10.32M +10.1M (+3,845.0%) | 0.08% +0.076 pp | 0.02% +0.017 pp | USD61.77 +0.3% | 31 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 190 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WBI BullBear Value 3000 ETF WBIF | 2.19% | 581.6K | 1.52% |
| 2 | State Street SPDR S&P Capital Markets ETF KCE | 1.38% | 6.18M | 0.35% |
| 3 | iShares U.S. Broker-Dealers & Securities Exchanges ETF IAI | 0.76% | 10.68M | 0.38% |
| 4 | First Trust US Equity Income UCITS ETF UNCU.L | 0.60% | 250.2K | 0.65% |
| 5 | First Trust US Equity Income UCITS ETF UIND.L | 0.60% | 2.44M | 0.65% |
| 6 | Motley Fool Next Index ETF TMFX | 0.59% | 182.8K | 0.50% |
| 7 | Amundi Core MSCI China A Swap UCITS ETF Dist C024.DE | 0.59% | 3.09M | 0.25% |
| 8 | Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC | 0.56% | 298.6K | 0.60% |
| 9 | Vanguard S&P Mid-Cap 400 Value ETF IVOV | 0.52% | 7.25M | 0.10% |
| 10 | State Street SPDR S&P 400 Mid Cap Value ETF MDYV | 0.50% | 13.49M | 0.15% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.43
Neutral
Ratio by volume
1.48
Neutral
Buys
10
Sells
7
Shares acquired
15.81M
Shares disposed
10.70M
Cash buys
1.00
Cash sales
2.00
Net activity
+5,106,533
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | Weiler Melissa | Director | A-Award | A | Common Stock | 165 | 52.72 | 8.7K | 39,982 | D | ↗ |
| 2026-05-29 | Sharp Michael J. | Officer | A-Award | A | Common Stock | 746 | 52.72 | 39.3K | 167,663 | D | ↗ |
| 2026-05-29 | O Kane Michael T | Director | A-Award | A | Common Stock | 538 | 52.72 | 28.4K | 132,492 | D | ↗ |
| 2026-05-29 | Larson Matthew Scott | Officer | A-Award | A | Common Stock | 746 | 52.72 | 39.3K | 99,010 | D | ↗ |
| 2026-05-29 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 97,136 | 52.72 | 5.12M | 12,549,867 | D | ↗ |
| 2026-05-29 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 29,003 | 52.72 | 1.53M | 2,089,981 | D | ↗ |
| 2026-05-29 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 165 | 52.72 | 8.7K | 31,982 | D | ↗ |
| 2026-05-29 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 501 | 52.72 | 26.4K | 112,756 | D | ↗ |
| 2026-05-28 | HANDLER RICHARD B | Director / Officer | D-Return | D | Common Stock | 487 | 0.00 | — | 12,463,276 | D | ↗ |
| 2026-05-28 | FRIEDMAN BRIAN P | Director / Officer | D-Return | D | Common Stock | 464 | 0.00 | — | 2,060,978 | D | ↗ |
| 2026-05-23 | HANDLER RICHARD B | Director / Officer | F-InKind | D | Common Stock | 1,440,307 | 52.43 | 75.52M | 12,463,763 | D | ↗ |
| 2026-05-06 | FRIEDMAN BRIAN P | Director / Officer | S-Sale | D | Common Stock | 1 | 51.91 | 38.41 | 2,061,442 | D | ↗ |
| 2026-05-01 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | P-Purchase | A | Common Stock | 6,429,337 | 48.22 | 310.02M | 6,429,337 | I | ↗ |
| 2026-04-27 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | M-Exempt | D | Common Stock | 9,247,081 | 0.00 | — | 0 | I | ↗ |
| 2026-03-26 | Weiler Melissa | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 39,817 | D | ↗ |
| 2026-03-26 | O Kane Michael T | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 131,954 | D | ↗ |
| 2026-03-26 | Katz Jacob M | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 57,293 | D | ↗ |
| 2026-03-26 | JONES THOMAS W | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 76,701 | D | ↗ |
| 2026-03-26 | Hyakutome Yoshihiro | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2026-03-26 | Gilmartin MaryAnne | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 57,293 | D | ↗ |
| 2026-03-26 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 31,817 | D | ↗ |
| 2026-03-26 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 112,255 | D | ↗ |
| 2026-03-26 | Adamany Linda | Director | A-Award | A | Common Stock | 5,461 | 40.28 | 220.0K | 84,759 | D | ↗ |
| 2026-03-02 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 259,010 | 0.00 | — | 13,406,540 | D | ↗ |
| 2026-02-27 | Weiler Melissa | Director | A-Award | A | Common Stock | 145 | 44.40 | 6.4K | 34,356 | D | ↗ |
| 2026-02-27 | Sharp Michael J. | Officer | A-Award | A | Common Stock | 877 | 44.40 | 38.9K | 166,917 | D | ↗ |
| 2026-02-27 | O Kane Michael T | Director | A-Award | A | Common Stock | 633 | 44.40 | 28.1K | 126,493 | D | ↗ |
| 2026-02-27 | Larson Matthew Scott | Officer | A-Award | A | Common Stock | 877 | 44.40 | 38.9K | 98,264 | D | ↗ |
| 2026-02-27 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 114,947 | 44.40 | 5.10M | 12,665,550 | D | ↗ |
| 2026-02-27 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 34,769 | 44.40 | 1.54M | 3,115,411 | D | ↗ |
| 2026-02-27 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 145 | 44.40 | 6.4K | 26,356 | D | ↗ |
| 2026-02-27 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 540 | 44.40 | 24.0K | 106,794 | D | ↗ |
| 2026-02-09 | HANDLER RICHARD B | Director / Officer | G-Gift | A | Common Stock | 81,076 | 0.00 | — | 13,550,602 | D | ↗ |
| 2026-02-02 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 472,804 | 0.00 | — | 2,993,251 | D | ↗ |
| 2026-01-14 | HANDLER RICHARD B | Director / Officer | G-Gift | A | Common Stock | 122,421 | 0.00 | — | 13,469,526 | D | ↗ |
| 2026-01-07 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 130,471 | 0.00 | — | 13,347,105 | D | ↗ |
| 2026-01-02 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 600 | 0.00 | — | 13,477,576 | D | ↗ |
| 2026-01-02 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 2,552,157 | D | ↗ |
| 2025-12-16 | HANDLER RICHARD B | Director / Officer | F-InKind | D | Common Stock | 219,497 | 61.16 | 13.42M | 13,478,798 | D | ↗ |
| 2025-12-16 | FRIEDMAN BRIAN P | Director / Officer | F-InKind | D | Common Stock | 187,121 | 61.16 | 11.44M | 2,556,957 | D | ↗ |
| 2025-12-12 | HANDLER RICHARD B | Director / Officer | D-Return | D | Common Stock | 128,163 | 0.00 | — | 13,698,295 | D | ↗ |
| 2025-12-10 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 121,300 | 61.83 | 7.50M | 13,826,458 | D | ↗ |
| 2025-12-10 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 121,300 | 61.83 | 7.50M | 2,744,078 | D | ↗ |
| 2025-11-26 | Weiler Melissa | Director | A-Award | A | Common Stock | 112 | 57.23 | 6.4K | 34,211 | D | ↗ |
| 2025-11-26 | Sharp Michael J. | Officer | A-Award | A | Common Stock | 676 | 57.23 | 38.7K | 166,044 | D | ↗ |
| 2025-11-26 | O Kane Michael T | Director | A-Award | A | Common Stock | 488 | 57.23 | 27.9K | 125,860 | D | ↗ |
| 2025-11-26 | Larson Matthew Scott | Officer | A-Award | A | Common Stock | 676 | 57.23 | 38.7K | 97,387 | D | ↗ |
| 2025-11-26 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 90,024 | 57.23 | 5.15M | 13,607,600 | D | ↗ |
| 2025-11-26 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 27,747 | 57.23 | 1.59M | 2,524,091 | D | ↗ |
| 2025-11-26 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 112 | 57.23 | 6.4K | 26,211 | D | ↗ |
| 2025-11-26 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 416 | 57.23 | 23.8K | 106,253 | D | ↗ |
| 2025-11-05 | HANDLER RICHARD B | Director / Officer | G-Gift | A | Common Stock | 2,880 | 0.00 | — | 285,753 | I | ↗ |
| 2025-10-17 | Sharp Michael J. | Officer | A-Award | A | Common Stock | 96,711 | 0.00 | — | 165,368 | D | ↗ |
| 2025-10-17 | Larson Matthew Scott | Officer | A-Award | A | Common Stock | 96,711 | 0.00 | — | 96,711 | D | ↗ |
| 2025-08-29 | Weiler Melissa | Director | A-Award | A | Common Stock | 98 | 64.85 | 6.4K | 34,099 | D | ↗ |
| 2025-08-29 | O Kane Michael T | Director | A-Award | A | Common Stock | 428 | 64.85 | 27.8K | 125,372 | D | ↗ |
| 2025-08-29 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 78,959 | 64.85 | 5.12M | 13,517,576 | D | ↗ |
| 2025-08-29 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 24,337 | 64.85 | 1.58M | 2,496,344 | D | ↗ |
| 2025-08-29 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 98 | 64.85 | 6.4K | 26,099 | D | ↗ |
| 2025-08-29 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 365 | 64.85 | 23.7K | 105,837 | D | ↗ |
| 2025-05-29 | Weiler Melissa | Director | A-Award | A | Common Stock | 128 | 49.41 | 6.3K | 34,001 | D | ↗ |
| 2025-05-29 | O Kane Michael T | Director | A-Award | A | Common Stock | 557 | 49.41 | 27.5K | 124,945 | D | ↗ |
| 2025-05-29 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 102,801 | 49.41 | 5.08M | 13,438,617 | D | ↗ |
| 2025-05-29 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 31,685 | 49.41 | 1.57M | 2,472,007 | D | ↗ |
| 2025-05-29 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 128 | 49.41 | 6.3K | 26,001 | D | ↗ |
| 2025-05-29 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 475 | 49.41 | 23.5K | 105,472 | D | ↗ |
| 2025-03-28 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 82,979 | 0.00 | — | 1,163,898 | I | ↗ |
| 2025-03-27 | Weiler Melissa | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 33,873 | D | ↗ |
| 2025-03-27 | O Kane Michael T | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 124,388 | D | ↗ |
| 2025-03-27 | Katz Jacob M | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 51,832 | D | ↗ |
| 2025-03-27 | JONES THOMAS W | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 71,240 | D | ↗ |
| 2025-03-27 | Gilmartin MaryAnne | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 51,832 | D | ↗ |
| 2025-03-27 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 25,873 | D | ↗ |
| 2025-03-27 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 104,997 | D | ↗ |
| 2025-03-27 | Adamany Linda | Director | A-Award | A | Common Stock | 4,047 | 54.35 | 220.0K | 79,298 | D | ↗ |
| 2025-03-14 | HANDLER RICHARD B | Director / Officer | G-Gift | A | Common Stock | 64,493 | 0.00 | — | 14,835,816 | D | ↗ |
| 2025-02-27 | Weiler Melissa | Director | A-Award | A | Common Stock | 72 | 64.86 | 4.7K | 29,826 | D | ↗ |
| 2025-02-27 | O Kane Michael T | Director | A-Award | A | Common Stock | 422 | 64.86 | 27.4K | 120,341 | D | ↗ |
| 2025-02-27 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 77,701 | 64.86 | 5.04M | 14,771,323 | D | ↗ |
| 2025-02-27 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 23,858 | 64.86 | 1.55M | 2,154,220 | D | ↗ |
| 2025-02-27 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 72 | 64.86 | 4.7K | 21,826 | D | ↗ |
| 2025-02-27 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 335 | 64.86 | 21.7K | 100,950 | D | ↗ |
| 2025-02-14 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 128,879 | 0.00 | — | 14,693,622 | D | ↗ |
| 2025-02-07 | HANDLER RICHARD B | Director / Officer | G-Gift | A | Common Stock | 1,128 | 0.00 | — | 281,301 | I | ↗ |
| 2025-01-30 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 448,205 | 0.00 | — | 0 | I | ↗ |
| 2025-01-17 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 2,268,060 | D | ↗ |
| 2025-01-07 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 126,999 | 0.00 | — | 14,769,133 | D | ↗ |
| 2024-12-17 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 113,651 | 79.19 | 9.00M | 14,782,481 | D | ↗ |
| 2024-12-17 | FRIEDMAN BRIAN P | Director / Officer | D-Return | D | Common Stock | 30,627 | 0.00 | — | 2,364,212 | D | ↗ |
| 2024-12-16 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 1,505 | 0.00 | — | 14,668,830 | D | ↗ |
| 2024-12-16 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 1,505 | 0.00 | — | 2,043,258 | D | ↗ |
| 2024-11-27 | Weiler Melissa | Director | A-Award | A | Common Stock | 51 | 78.93 | 4.0K | 29,754 | D | ↗ |
| 2024-11-27 | O Kane Michael T | Director | A-Award | A | Common Stock | 302 | 78.93 | 23.8K | 119,919 | D | ↗ |
| 2024-11-27 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 57,094 | 78.93 | 4.51M | 15,028,382 | D | ↗ |
| 2024-11-27 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 18,523 | 78.93 | 1.46M | 2,394,839 | D | ↗ |
| 2024-11-27 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 51 | 78.93 | 4.0K | 21,754 | D | ↗ |
| 2024-11-27 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 240 | 78.93 | 18.9K | 100,615 | D | ↗ |
| 2024-11-14 | STEINBERG JOSEPH S | Director / Officer / 10% Owner | P-Purchase | A | Common Stock | 100 | 74.50 | 7.5K | 2,339,079 | D | ↗ |
| 2024-11-06 | HANDLER RICHARD B | Director / Officer | S-Sale | D | Common Stock | 400,000 | 72.26 | 28.90M | 14,971,288 | D | ↗ |
| 2024-11-06 | FRIEDMAN BRIAN P | Director / Officer | S-Sale | D | Common Stock | 349,298 | 72.15 | 25.20M | 1,282,979 | I | ↗ |
| 2024-10-31 | BEYER ROBERT D | Director | S-Sale | D | Common Stock | 46,200 | 64.07 | 2.96M | 100,375 | D | ↗ |
| 2024-10-30 | FRIEDMAN BRIAN P | Director / Officer | S-Sale | D | Common Stock | 247,326 | 65.20 | 16.13M | 1,632,277 | I | ↗ |
| 2024-10-10 | FRIEDMAN BRIAN P | Director / Officer | S-Sale | D | Common Stock | 200,000 | 63.09 | 12.62M | 604,606 | I | ↗ |
| 2024-09-19 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | P-Purchase | A | Common Stock | 9,247,081 | 59.67 | 551.77M | 9,247,081 | — | ↗ |
| 2024-08-30 | Weiler Melissa | Director | A-Award | A | Common Stock | 67 | 59.95 | 4.0K | 29,703 | — | ↗ |
| 2024-08-30 | O Kane Michael T | Director | A-Award | A | Common Stock | 395 | 59.95 | 23.7K | 119,617 | — | ↗ |
| 2024-08-30 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 74,734 | 59.95 | 4.48M | 15,371,288 | — | ↗ |
| 2024-08-30 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 24,246 | 59.95 | 1.45M | 2,376,315 | — | ↗ |
| 2024-08-30 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 67 | 59.95 | 4.0K | 21,703 | — | ↗ |
| 2024-08-30 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 314 | 59.95 | 18.8K | 146,575 | — | ↗ |
| 2024-08-12 | SUMITOMO MITSUI FINANCIAL GROUP, INC. | Director | — | I | Series B Non-Voting Convertible Preferred Shares | 27,562,500 | 0.00 | — | 0 | — | ↗ |
| 2024-08-12 | Nakashima Toru | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-07-30 | STEINBERG JOSEPH S | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 100,000 | 0.00 | — | 2,338,979 | — | ↗ |
| 2024-07-30 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 100,000 | 0.00 | — | 15,296,554 | — | ↗ |
| 2024-07-29 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 100,000 | 0.00 | — | 2,352,069 | — | ↗ |
| 2024-05-30 | Weiler Melissa | Director | A-Award | A | Common Stock | 75 | 45.79 | 3.4K | 29,635 | — | ↗ |
| 2024-05-30 | O Kane Michael T | Director | A-Award | A | Common Stock | 441 | 45.79 | 20.2K | 119,222 | — | ↗ |
| 2024-05-30 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 82,404 | 45.79 | 3.77M | 15,396,554 | — | ↗ |
| 2024-05-30 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 26,115 | 45.79 | 1.20M | 2,452,069 | — | ↗ |
| 2024-05-30 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 75 | 45.79 | 3.4K | 21,635 | — | ↗ |
| 2024-05-30 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 350 | 45.79 | 16.0K | 146,260 | — | ↗ |
| 2024-05-14 | FRIEDMAN BRIAN P | Director / Officer | S-Sale | D | Common Stock | 165,396 | 46.25 | 7.65M | 2,425,954 | — | ↗ |
| 2024-05-13 | FRIEDMAN BRIAN P | Director / Officer | S-Sale | D | Common Stock | 55,000 | 46.30 | 2.55M | 2,591,350 | — | ↗ |
| 2024-04-24 | HANDLER RICHARD B | Director / Officer | S-Sale | D | Common Stock | 1,500,000 | 43.50 | 65.25M | 15,314,150 | — | ↗ |
| 2024-03-28 | Weiler Melissa | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 29,560 | — | ↗ |
| 2024-03-28 | O Kane Michael T | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 118,781 | — | ↗ |
| 2024-03-28 | Katz Jacob M | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 47,785 | — | ↗ |
| 2024-03-28 | JONES THOMAS W | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 67,193 | — | ↗ |
| 2024-03-28 | Gilmartin MaryAnne | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 47,785 | — | ↗ |
| 2024-03-28 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 21,560 | — | ↗ |
| 2024-03-28 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 145,910 | — | ↗ |
| 2024-03-28 | Adamany Linda | Director | A-Award | A | Common Stock | 4,648 | 44.10 | 205.0K | 75,251 | — | ↗ |
| 2024-03-14 | HANDLER RICHARD B | Director / Officer | G-Gift | A | Common Stock | 68,198 | 0.00 | — | 16,814,150 | — | ↗ |
| 2024-03-07 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 61,591 | 0.00 | — | 85,584 | — | ↗ |
| 2024-03-01 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 860 | 0.00 | — | 2,425,953 | — | ↗ |
| 2024-02-27 | Weiler Melissa | Director | A-Award | A | Common Stock | 49 | 41.26 | 2.0K | 24,912 | — | ↗ |
| 2024-02-27 | O Kane Michael T | Director | A-Award | A | Common Stock | 485 | 41.26 | 20.0K | 114,133 | — | ↗ |
| 2024-02-27 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 90,790 | 41.26 | 3.75M | 16,686,049 | — | ↗ |
| 2024-02-27 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 28,773 | 41.26 | 1.19M | 3,626,813 | — | ↗ |
| 2024-02-27 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 49 | 41.26 | 2.0K | 16,912 | — | ↗ |
| 2024-02-27 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 352 | 41.26 | 14.5K | 141,262 | — | ↗ |
| 2024-02-14 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 127,801 | 0.00 | — | 16,595,259 | — | ↗ |
| 2024-02-07 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 105,257 | 0.00 | — | 16,723,060 | — | ↗ |
| 2024-01-17 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 287,271 | 0.00 | — | 600,000 | — | ↗ |
| 2024-01-11 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 305,380 | 0.00 | — | 331,685 | — | ↗ |
| 2024-01-08 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 3,584 | 0.00 | — | 3,934,263 | — | ↗ |
| 2023-12-31 | FRIEDMAN BRIAN P | Director / Officer | F-InKind | D | Common Stock | 914,204 | 40.64 | 37.15M | 3,937,847 | — | ↗ |
| 2023-12-22 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 170,000 | 0.00 | — | 4,852,051 | — | ↗ |
| 2023-12-15 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 95,879 | 0.00 | — | 16,331,867 | — | ↗ |
| 2023-12-15 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 95,879 | 0.00 | — | 5,022,051 | — | ↗ |
| 2023-12-13 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 159,957 | 37.51 | 6.00M | 16,235,988 | — | ↗ |
| 2023-12-13 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 152,332 | 37.51 | 5.71M | 4,926,172 | — | ↗ |
| 2023-11-28 | Weiler Melissa | Director | A-Award | A | Common Stock | 58 | 34.63 | 2.0K | 24,863 | — | ↗ |
| 2023-11-28 | O Kane Michael T | Director | A-Award | A | Common Stock | 573 | 34.63 | 19.8K | 113,648 | — | ↗ |
| 2023-11-28 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 104,016 | 34.63 | 3.60M | 16,593,128 | — | ↗ |
| 2023-11-28 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 31,977 | 34.63 | 1.11M | 4,659,578 | — | ↗ |
| 2023-11-28 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 58 | 34.63 | 2.0K | 16,863 | — | ↗ |
| 2023-11-28 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 416 | 34.63 | 14.4K | 140,910 | — | ↗ |
| 2023-10-10 | JEFFERIES CREDIT PARTNERS LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 100 | — | ↗ |
| 2023-08-25 | Weiler Melissa | Director | A-Award | A | Common Stock | 57 | 34.73 | 2.0K | 24,805 | — | ↗ |
| 2023-08-25 | O Kane Michael T | Director | A-Award | A | Common Stock | 567 | 34.73 | 19.7K | 113,075 | — | ↗ |
| 2023-08-25 | HANDLER RICHARD B | Director / Officer | A-Award | A | Common Stock | 102,828 | 34.73 | 3.57M | 16,489,112 | — | ↗ |
| 2023-08-25 | FRIEDMAN BRIAN P | Director / Officer | A-Award | A | Common Stock | 31,612 | 34.73 | 1.10M | 4,627,601 | — | ↗ |
| 2023-08-25 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 57 | 34.73 | 2.0K | 16,805 | — | ↗ |
| 2023-08-25 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 411 | 34.73 | 14.3K | 140,494 | — | ↗ |
| 2023-08-04 | STEINBERG JOSEPH S | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 134,217 | 35.79 | 4.80M | 15,744,184 | — | ↗ |
| 2023-08-03 | STEINBERG JOSEPH S | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 346,984 | 35.68 | 12.38M | 15,878,401 | — | ↗ |
| 2023-08-02 | STEINBERG JOSEPH S | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 225,311 | 35.87 | 8.08M | 16,225,385 | — | ↗ |
| 2023-08-01 | STEINBERG JOSEPH S | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 222,756 | 36.23 | 8.07M | 16,450,696 | — | ↗ |
| 2023-07-31 | STEINBERG JOSEPH S | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 218,792 | 36.85 | 8.06M | 16,673,452 | — | ↗ |
| 2023-07-26 | HANDLER RICHARD B | Director / Officer | J-Other | D | Common Stock | 68,619 | 0.00 | — | 234,148 | — | ↗ |
| 2023-07-12 | FRIEDMAN BRIAN P | Director / Officer | M-Exempt | D | Option - Right to Buy | 2,000 | 22.20 | 44.4K | 0 | — | ↗ |
| 2023-05-26 | Weiler Melissa | Director | A-Award | A | Common Stock | 65 | 30.51 | 2.0K | 24,748 | — | ↗ |
| 2023-05-26 | O Kane Michael T | Director | A-Award | A | Common Stock | 639 | 30.51 | 19.5K | 112,508 | — | ↗ |
| 2023-05-26 | HANDLER RICHARD B | Director | A-Award | A | Common Stock | 115,911 | 30.51 | 3.54M | 16,317,664 | — | ↗ |
| 2023-05-26 | FRIEDMAN BRIAN P | Director | A-Award | A | Common Stock | 35,634 | 30.51 | 1.09M | 4,593,989 | — | ↗ |
| 2023-05-26 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 65 | 30.51 | 2.0K | 16,748 | — | ↗ |
| 2023-05-26 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 464 | 30.51 | 14.2K | 140,083 | — | ↗ |
| 2023-03-29 | Weiler Melissa | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 24,683 | — | ↗ |
| 2023-03-29 | O Kane Michael T | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 111,869 | — | ↗ |
| 2023-03-29 | Katz Jacob M | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 43,137 | — | ↗ |
| 2023-03-29 | JONES THOMAS W | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 62,545 | — | ↗ |
| 2023-03-29 | Gilmartin MaryAnne | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 43,137 | — | ↗ |
| 2023-03-29 | Ellis-Kirk Matrice | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 16,683 | — | ↗ |
| 2023-03-29 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 139,619 | — | ↗ |
| 2023-03-29 | Adamany Linda | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 70,603 | — | ↗ |
| 2023-03-29 | ALPERIN BARRY J | Director | A-Award | A | Common Stock | 6,583 | 31.14 | 205.0K | 53,137 | — | ↗ |
| 2023-03-17 | FRIEDMAN BRIAN P | Director / Officer | G-Gift | D | Common Stock | 327,268 | 0.00 | — | 755,653 | — | ↗ |
| 2023-03-16 | HANDLER RICHARD B | Director / Officer | G-Gift | A | Common Stock | 547,570 | 0.00 | — | 16,201,634 | — | ↗ |
| 2023-03-07 | HANDLER RICHARD B | Director | G-Gift | A | Common Stock | 58,708 | 0.00 | — | 15,654,064 | — | ↗ |
| 2023-02-28 | HANDLER RICHARD B | Director | F-InKind | D | Common Stock | 622,206 | 37.76 | 23.49M | 16,264,082 | — | ↗ |
| 2023-02-28 | FRIEDMAN BRIAN P | Director | F-InKind | D | Common Stock | 622,205 | 37.76 | 23.49M | 5,406,421 | — | ↗ |
| 2023-02-24 | O Kane Michael T | Director | A-Award | A | Common Stock | 513 | 37.67 | 19.3K | 105,286 | — | ↗ |
| 2023-02-24 | HANDLER RICHARD B | Director | A-Award | A | Common Stock | 99,753 | 37.67 | 3.76M | 15,595,357 | — | ↗ |
| 2023-02-24 | FRIEDMAN BRIAN P | Director | A-Award | A | Common Stock | 35,248 | 37.67 | 1.33M | 5,406,421 | — | ↗ |
| 2023-02-24 | BEYER ROBERT D | Director | A-Award | A | Common Stock | 321 | 37.67 | 12.1K | 133,036 | — | ↗ |
| 2023-02-07 | HANDLER RICHARD B | Director / Officer | G-Gift | D | Common Stock | 102,279 | 0.00 | — | 16,786,535 | — | ↗ |
| 2023-01-24 | HANDLER RICHARD B | Director | F-InKind | D | Common Stock | 646,708 | 38.37 | 24.81M | 16,888,814 | — | ↗ |
| 2023-01-24 | FRIEDMAN BRIAN P | Director | F-InKind | D | Common Stock | 646,708 | 38.37 | 24.81M | 6,773,557 | — | ↗ |
| 2023-01-13 | HANDLER RICHARD B | Director | A-Award | A | Common Stock | 284,636 | 0.00 | — | 17,535,522 | — | ↗ |
Executive team
Top executives
EBIT / Employee
113.1K
Shares Outstanding
204.43M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Brian P. Friedman President | 1.00M | 10.00M | 17.21M | — | — | 454.6K | 28.66M | 60.03% | ↗ |
| 2 | 2025 | Richard B. Handler Chief Executive Officer | 1.00M | 10.00M | 17.21M | — | — | 240.8K | 28.45M | 60.49% | ↗ |
| 3 | 2025 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 4.00M | 4.80M | — | — | 5.9K | 9.81M | 48.97% | ↗ |
| 4 | 2025 | Matthew S. Larson Executive Vice President and Chief Financial Officer | 1.00M | 3.00M | 4.80M | — | — | 5.8K | 8.81M | 54.53% | ↗ |
| 5 | 2025 | Joseph S. Steinberg Chairman of the Board | 810.7K | — | — | — | — | 502.3K | 1.31M | 0.00% | ↗ |
| 6 | 2024 | Richard B. Handler Chief Executive Officer | 1.00M | 12.00M | 9.36M | — | — | 266.2K | 22.62M | 41.36% | ↗ |
| 7 | 2024 | Brian P. Friedman President | 1.00M | 12.00M | 8.91M | — | — | 442.1K | 22.35M | 39.86% | ↗ |
| 8 | 2024 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 4.75M | — | — | — | 5.8K | 5.76M | 0.00% | ↗ |
| 9 | 2024 | Matthew S. Larson Executive Vice President and Chief Financial Officer | 1.00M | 2.50M | — | — | — | 5.8K | 3.51M | 0.00% | ↗ |
| 10 | 2024 | Joseph S. Steinberg Chairman of the Board | 810.7K | — | — | — | — | 499.6K | 1.31M | 0.00% | ↗ |
| 11 | 2023 | Richard B. Handler Chief Executive Officer | 1.00M | 8.40M | 14.28M | — | — | 429.7K | 26.14M | 54.65% | ↗ |
| 12 | 2023 | Brian P. Friedman President | 1.00M | 8.00M | 11.90M | — | — | 436.8K | 23.36M | 50.95% | ↗ |
| 13 | 2023 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 4.00M | — | — | — | 5.6K | 5.01M | 0.00% | ↗ |
| 14 | 2023 | Matthew S. Larson Executive Vice President and Chief Financial Officer | 1.00M | 2.00M | — | — | — | 5.6K | 3.01M | 0.00% | ↗ |
| 15 | 2023 | Joseph S. Steinberg Chairman of the Board | 810.7K | — | — | — | — | 497.4K | 1.31M | 0.00% | ↗ |
| 16 | 2022 | Richard B. Handler Chief Executive Officer | 1.00M | 10.00M | — | — | — | 462.4K | 11.46M | 0.00% | ↗ |
| 17 | 2022 | Brian P. Friedman President | 1.00M | 10.00M | — | — | — | 421.3K | 11.42M | 0.00% | ↗ |
| 18 | 2022 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 4.00M | — | — | — | 5.1K | 5.01M | 0.00% | ↗ |
| 19 | 2022 | Matthew S. Larson Executive Vice President and Co-Chief Financial Officer | 1.00M | 2.00M | — | — | — | 5.1K | 3.01M | 0.00% | ↗ |
| 20 | 2022 | Teresa S. Gendron Executive Vice President and Co-Chief Financial Officer | 500.0K | 1.50M | — | — | — | 5.1K | 2.01M | 0.00% | ↗ |
| 21 | 2022 | Joseph S. Steinberg Chairman of the Board | 810.7K | — | — | — | — | 499.0K | 1.31M | 0.00% | ↗ |
| 22 | 2021 | Richard B. Handler Chief Executive Officer | 1.00M | 12.00M | — | 15.67M | — | 206.5K | 28.87M | 54.26% | ↗ |
| 23 | 2021 | Brian P. Friedman President | 1.00M | 12.00M | — | 15.67M | — | 179.1K | 28.85M | 54.31% | ↗ |
| 24 | 2021 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 6.00M | — | — | — | 4.9K | 7.00M | 0.00% | ↗ |
| 25 | 2021 | Teresa S. Gendron Chief Financial Officer | 500.0K | 1.50M | — | — | — | 4.9K | 2.00M | 0.00% | ↗ |
| 26 | 2021 | Teresa S. Gendron Executive Vice President and Co-Chief Financial Officer | 500.0K | 1.50M | — | — | — | 4.9K | 2.00M | 0.00% | ↗ |
| 27 | 2021 | Joseph S. Steinberg Chairman of the Board | 810.7K | — | — | — | — | 487.2K | 1.30M | 0.00% | ↗ |
| 28 | 2020 | Richard B. Handler Chief Executive Officer | 1.00M | 2.04M | — | — | 15.46M | 386.0K | 18.89M | 0.00% | ↗ |
| 29 | 2020 | Brian P. Friedman President | 1.00M | 2.04M | — | — | 15.46M | 168.0K | 18.67M | 0.00% | ↗ |
| 30 | 2020 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 2.10M | — | — | 2.90M | 4.9K | 6.00M | 0.00% | ↗ |
| 31 | 2020 | Teresa S. Gendron Chief Financial Officer | 500.0K | 571.0K | — | — | 729.0K | 4.9K | 1.80M | 0.00% | ↗ |
| 32 | 2020 | Teresa S. Gendron Executive Vice President and Co-Chief Financial Officer | 500.0K | 571.0K | — | — | 729.0K | 4.9K | 1.80M | 0.00% | ↗ |
| 33 | 2020 | Joseph S. Steinberg Chairman of the Board | 810.7K | — | — | — | — | 479.5K | 1.29M | 0.00% | ↗ |
| 34 | 2019 | Richard B. Handler Chief Executive Officer | 1.00M | 3.25M | — | — | 4.50M | 482.0K | 9.23M | 0.00% | ↗ |
| 35 | 2019 | Brian P. Friedman President | 1.00M | 3.25M | — | — | 4.50M | 351.6K | 9.10M | 0.00% | ↗ |
| 36 | 2019 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 3.00M | — | — | — | 4.8K | 4.00M | 0.00% | ↗ |
| 37 | 2019 | Teresa S. Gendron Chief Financial Officer | 500.0K | 1.15M | — | — | — | 4.8K | 1.65M | 0.00% | ↗ |
| 38 | 2019 | Joseph S. Steinberg Chairman of the Board | 810.7K | — | — | — | — | 470.7K | 1.28M | 0.00% | ↗ |
| 39 | 2018 | Richard B. Handler Chief Executive Officer | 1.00M | — | 38.72M | — | 4.50M | 451.7K | 44.67M | 86.68% | ↗ |
| 40 | 2018 | Brian P. Friedman President | 1.00M | — | 38.72M | — | 4.50M | 145.1K | 44.37M | 87.28% | ↗ |
| 41 | 2018 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 1.10M | — | — | 2.40M | 4.6K | 4.50M | 0.00% | ↗ |
| 42 | 2018 | Teresa S. Gendron Chief Financial Officer | 500.0K | 460.0K | — | — | 690.0K | 4.6K | 1.65M | 0.00% | ↗ |
| 43 | 2018 | Joseph S. Steinberg Chairman of the Board | 810.7K | 311.0K | — | — | — | 481.5K | 1.60M | 0.00% | ↗ |
| 44 | 2017 | Richard B. Handler Chief Executive Officer | 1.00M | — | 20.43M | — | — | 357.2K | 21.79M | 93.77% | ↗ |
| 45 | 2017 | Brian P. Friedman President | 1.00M | — | 20.43M | — | — | 299.9K | 21.73M | 94.02% | ↗ |
| 46 | 2017 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | — | — | — | 4.00M | 4.5K | 5.00M | 0.00% | ↗ |
| 47 | 2017 | Joseph S. Steinberg Chairman of the Board | 810.7K | 596.9K | — | — | — | 510.2K | 1.92M | 0.00% | ↗ |
| 48 | 2017 | Teresa S. Gendron Chief Financial Officer | 500.0K | 1.15M | — | — | — | 4.5K | 1.65M | 0.00% | ↗ |
| 49 | 2016 | Brian P. Friedman President | 1.00M | — | 16.31M | — | — | 404.1K | 17.72M | 92.07% | ↗ |
| 50 | 2016 | Richard B. Handler Chief Executive Officer | 1.00M | — | 16.31M | — | — | 272.4K | 17.58M | 92.76% | ↗ |
| 51 | 2016 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | — | 1.00M | — | 2.50M | 4.5K | 4.50M | 22.20% | ↗ |
| 52 | 2016 | Joseph S. Steinberg Chairman of the Board | 810.7K | 1.22M | — | — | — | 480.1K | 2.51M | 0.00% | ↗ |
| 53 | 2016 | Teresa S. Gendron Chief Financial Officer | 500.0K | 1.00M | — | — | — | 4.5K | 1.50M | 0.00% | ↗ |
| 54 | 2015 | Richard B. Handler Chief Executive Officer | 1.00M | — | — | — | 6.00M | 464.8K | 7.46M | 0.00% | ↗ |
| 55 | 2015 | Brian P. Friedman President | 1.00M | — | — | — | 6.00M | 435.2K | 7.44M | 0.00% | ↗ |
| 56 | 2015 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 500.0K | 1.00M | — | 750.0K | 4.5K | 3.25M | 30.73% | ↗ |
| 57 | 2015 | Joseph S. Steinberg Chairman of the Board | 810.7K | 859.4K | — | — | — | 635.3K | 2.31M | 0.00% | ↗ |
| 58 | 2015 | Teresa S. Gendron Chief Financial Officer | 500.0K | 850.0K | — | — | — | 4.5K | 1.35M | 0.00% | ↗ |
| 59 | 2014 | Joseph S. Steinberg Chairman of the Board | 810.7K | 4.94M | — | — | — | 352.2K | 6.10M | 0.00% | ↗ |
| 60 | 2014 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 806.9K | — | — | 693.1K | 4.4K | 2.50M | 0.00% | ↗ |
| 61 | 2014 | Teresa S. Gendron Chief Financial Officer | 166.7K | 1.10M | 750.0K | — | — | 418.5K | 2.44M | 30.80% | ↗ |
| 62 | 2014 | Justin R. Wheeler Former Vice President and Chief Operating Officer | 500.0K | 1.50M | — | — | — | 177.9K | 2.18M | 0.00% | ↗ |
| 63 | 2014 | Brian P. Friedman President | 1.00M | — | — | — | — | 500.4K | 1.50M | 0.00% | ↗ |
| 64 | 2014 | Richard B. Handler Chief Executive Officer | 1.00M | — | — | — | — | 475.0K | 1.47M | 0.00% | ↗ |
| 65 | 2014 | Joseph A. Orlando Former Vice President and Chief Financial Officer | 500.0K | 500.0K | — | — | — | 203.8K | 1.20M | 0.00% | ↗ |
| 66 | 2013 | Joseph S. Steinberg Chairman of the Board | 823.5K | 8.83M | — | — | — | 377.4K | 10.03M | 0.00% | ↗ |
| 67 | 2013 | Justin R. Wheeler Former Vice President and Chief Operating Officer | 512.8K | 1.60M | 2.72M | — | — | 2.74M | 7.57M | 35.95% | ↗ |
| 68 | 2013 | Joseph A. Orlando Former Vice President and Chief Financial Officer | 512.8K | 1.60M | — | — | — | 2.85M | 4.96M | 0.00% | ↗ |
| 69 | 2013 | Richard B. Handler Chief Executive Officer | 1.00M | — | — | — | 1.82M | 303.7K | 3.13M | 0.00% | ↗ |
| 70 | 2013 | Michael J. Sharp Executive Vice President and General Counsel | 1.00M | 446.1K | — | — | 1.55M | 4.4K | 3.00M | 0.00% | ↗ |
| 71 | 2013 | Brian P. Friedman President | 1.00M | — | — | — | 1.52M | 212.3K | 2.74M | 0.00% | ↗ |
| 72 | 2013 | Robert D. Beyer | — | — | — | — | — | — | — | — | ↗ |
| 73 | 2012 | Ian M. Cumming, Chairman of the Board | 783.2K | 27.55M | — | — | — | 744.8K | 29.08M | 0.00% | ↗ |
| 74 | 2012 | Joseph S. Steinberg, President | 783.2K | 23.72M | — | — | — | 908.7K | 25.42M | 0.00% | ↗ |
| 75 | 2012 | Joseph S. Steinberg Chairman of the Board | 783.2K | 23.72M | — | — | — | 908.7K | 25.42M | 0.00% | ↗ |
| 76 | 2012 | Thomas E. Mara, Executive Vice President | 380.0K | 5.01M | — | 594.8K | — | 85.7K | 6.07M | 9.80% | ↗ |
| 77 | 2012 | Joseph A. Orlando Former Vice President and Chief Financial Officer | 346.0K | 5.01M | — | 594.8K | — | 69.6K | 6.02M | 9.88% | ↗ |
| 78 | 2012 | Joseph A. Orlando, Vice President and Chief Financial Officer | 346.0K | 5.01M | — | 594.8K | — | 69.6K | 6.02M | 9.88% | ↗ |
| 79 | 2012 | Justin R. Wheeler Former Vice President and Chief Operating Officer | 314.0K | 4.01M | — | 594.8K | — | 134.6K | 5.05M | 11.77% | ↗ |
| 80 | 2012 | Justin R. Wheeler, Vice President and Chief Operating Officer | 314.0K | 4.01M | — | 594.8K | — | 134.6K | 5.05M | 11.77% | ↗ |
| 81 | 2011 | Ian M. Cumming, Chairman of the Board | 764.1K | 1.10M | — | 26.70M | — | 692.3K | 29.25M | 91.27% | ↗ |
| 82 | 2011 | Joseph S. Steinberg, President | 764.1K | 1.10M | — | 26.70M | — | 660.3K | 29.22M | 91.37% | ↗ |
| 83 | 2011 | Justin R. Wheeler, Vice President and Chief Operating Officer | 306.0K | 1.85M | — | — | — | 105.4K | 2.26M | 0.00% | ↗ |
| 84 | 2011 | Joseph A. Orlando, Vice President and Chief Financial Officer | 338.0K | 1.01M | — | — | — | 68.9K | 1.42M | 0.00% | ↗ |
| 85 | 2011 | Thomas E. Mara, Executive Vice President | 371.0K | 761.1K | — | — | — | 98.4K | 1.23M | 0.00% | ↗ |
| 86 | 2011 | Justin R. Wheeler, Vice President | 306.0K | 610.6K | — | — | — | 46.4K | 963.0K | 0.00% | ↗ |
| 87 | 2010 | Justin R. Wheeler, Vice President and Chief Operating Officer | 300.0K | 3.85M | — | 1.76M | — | 724.4K | 6.63M | 26.53% | ↗ |
| 88 | 2010 | Justin R. Wheeler, Vice President | 300.0K | 1.01M | — | 1.76M | — | 105.4K | 5.02M | 35.09% | ↗ |
| 89 | 2010 | Thomas E. Mara, Executive Vice President | 364.0K | 3.61M | — | 919.3K | — | 121.1K | 5.02M | 18.33% | ↗ |
| 90 | 2010 | Ian M. Cumming, Chairman of the Board | 752.7K | 2.89M | — | — | — | 829.1K | 4.47M | 0.00% | ↗ |
| 91 | 2010 | Joseph S. Steinberg, President | 752.7K | 2.89M | — | — | — | 818.2K | 4.46M | 0.00% | ↗ |
| 92 | 2010 | Joseph A. Orlando, Vice President and Chief Financial Officer | 331.0K | 2.81M | — | 919.3K | — | 47.9K | 4.11M | 22.38% | ↗ |
| 93 | 2009 | Joseph S. Steinberg, President | 741.3K | 23.2K | — | — | — | 818.2K | 28.15M | 0.00% | ↗ |
| 94 | 2009 | Ian M. Cumming, Chairman of the Board | 741.3K | 2.89M | — | — | — | 829.1K | 4.47M | 0.00% | ↗ |
| 95 | 2009 | Justin R. Wheeler, Vice President | 250.0K | 2.81M | — | — | — | 724.4K | 3.78M | 0.00% | ↗ |
| 96 | 2009 | Joseph A. Orlando, Vice President and Chief Financial Officer | 321.0K | — | — | — | — | 47.9K | 1.23M | 0.00% | ↗ |
| 97 | 2009 | Thomas E. Mara, Executive Vice President | 353.0K | — | — | — | — | 121.1K | 474.1K | 0.00% | ↗ |
| 98 | 2008 | Joseph A. Orlando, Vice President and Chief Financial Officer | 312.0K | 684.4K | — | 872.7K | — | 51.7K | 1.92M | 45.44% | ↗ |
| 99 | 2008 | Thomas E. Mara, Executive Vice President | 343.0K | 510.3K | — | 872.7K | — | 144.9K | 1.87M | 46.65% | ↗ |
| 100 | 2008 | Justin R. Wheeler, Vice President | 214.0K | 646.4K | — | 872.7K | — | 93.9K | 1.83M | 47.77% | ↗ |
| 101 | 2008 | Ian M. Cumming, Chairman of the Board | 723.2K | 22.0K | — | — | — | 403.9K | 1.15M | 0.00% | ↗ |
| 102 | 2008 | Joseph S. Steinberg, President | 723.2K | 22.0K | — | — | — | 395.3K | 1.14M | 0.00% | ↗ |
| 103 | 2007 | Thomas E. Mara, Executive Vice President | 330.0K | 809.9K | — | — | — | 132.1K | 1.27M | 0.00% | ↗ |
| 104 | 2007 | Joseph A. Orlando, Vice President and Chief Financial Officer | 300.0K | 909.0K | — | — | — | 52.5K | 1.26M | 0.00% | ↗ |
| 105 | 2007 | Joseph S. Steinberg, President | 702.2K | 21.4K | — | — | — | 528.2K | 1.25M | 0.00% | ↗ |
| 106 | 2007 | Ian M. Cumming, Chairman of the Board | 702.2K | 21.4K | — | — | — | 486.5K | 1.21M | 0.00% | ↗ |
| 107 | 2007 | Justin R. Wheeler, Vice President | 206.0K | 806.2K | — | 872.7K | — | 41.7K | 1.05M | 82.81% | ↗ |
| 108 | 2006 | Joseph S. Steinberg, President | 678.4K | 1.00 | — | 6.68M | — | — | 11.82M | 56.51% | ↗ |
| 109 | 2006 | Ian M. Cumming, Chairman of the Board | 678.4K | 1.00 | — | 6.68M | — | 486.5K | 11.81M | 56.61% | ↗ |
| 110 | 2006 | Thomas E. Mara, Executive Vice President | 319.0K | — | — | 145.7K | — | 144.9K | 1.58M | 9.20% | ↗ |
| 111 | 2006 | Joseph A. Orlando, Vice President and Chief Financial Officer | 266.0K | 3.93M | — | 120.9K | — | 110.6K | 1.34M | 8.99% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Brian Paul Friedman | President & Director | 11M | male |
| Richard Brian Handler | Chief Executive Officer & Director | 11M | male |
| Michael J. Sharp | Executive Vice President & General Counsel | 5M | male |
| Matthew Scott Larson | Executive VP & CFO | 4M | male |
| Joseph Saul Steinberg | Co-Founder & Chairman | 1M | male |
| Mark L. Cagno | Vice President, Controller & Chief Accounting Officer | — | male |
| Oliver Diehl | MD & Continental European Head of Equity Capital Markets | — | male |
| Peter Colwell | Global Head of Industrial, Energy & Infrastructure Banking | — | male |
| Tiffany Serfaty | Event Driven Sales Executive | — | — |
| Christopher Laskowski | Head of Asia Investment Banking | — | male |
| Haim Jimmy Hallac | Managing Director | — | male |
| John F. Stacconi | Managing Director & Global Treasurer | — | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for JEF
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.
