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Jack Henry & Associates, Inc. (JKHY)

USD146.19 -4.55 (-3.02%)
US NASDAQ S&P 500 Technology Information Technology Services
Address 663 Highway 60 65708
Monett, MO, US
CEO Gregory R. Adelson
IPO 1985-11-20
CIK 779152 ISIN US4262811015

Explore sections of this company profile

Description

Jack Henry & Associates, Inc. operates as a financial technology company that connects people and financial institutions through technology solutions and payment processing services. It operates through four segments: Core, Payments, Complementary, and Corporate and Other. The Core segment provides core information processing platforms to banks and credit unions, which consist of integrated applications required to process deposit, loan, general ledger transactions, and maintain centralized accountholder information. The Payments segment offers secure payment processing tools and services, including ATM, automated clearing house origination and remote deposit capture processing, and risk management products and services, as well as debit and credit card processing services, and online and mobile bill pay solutions. The Complementary segment provides software, and hosted processing platforms and services comprising digital/mobile banking, treasury, online account opening, fraud/anti-money laundering, and lending/deposit solutions. The Corporate and Other segment offers hardware and other products. It offers specialized financial performance, imaging and payment, information security and risk management, retail delivery, and online and mobile solutions to financial services organizations and corporate entities. The company also provides SilverLake system, a system primarily designed for commercial-focused banks; Symitar, a system designed for credit unions; CIF 20/20, a parameter-driven system for banks; and Core Director, a system with point-and-click operation for banks. It provides digital products and services under the Banno Digital Platform, and electronic payment solutions; hardware systems; implementation, training, and support and service solutions; data center solutions; and data and transaction processing, and software licensing and related services, as well as professional services. The company was founded in 1976 and is headquartered in Monett, Missouri.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 2018-11-12 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD146.19 -4.55 (-3.02%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.58
Float Shares
71.77M
Free Float %
99.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.75% -0.11% -4.41% -7.63% -12.43% -20.69% -18.85% -6.47% -8.39% +72.94% +38,494.67%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Buy
Price Targets & DCF
Current price
146.19
Low 165.00 +12.9%
Consensus 194.63 +33.1%
Median 200.50 +37.2%
High 220.00 +50.5%
DCF (Unlevered) 203.29 +39.1%
DCF (Levered) 162.43 +11.1%

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) 75% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 9 -1
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 3
171.67
+17.4%
Last Quarter 4
177.75
+21.6%
Last Year 18
191.83
+31.2%
All Time 27
192.63
+31.8%
Quality scores
Altman Z-Score
10.01
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
9 / 10
Strong MOAT
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Information Technology Services: +10.1%
    +7.2% Q1'26: +8.7% (vs Q1'25)
  • EPS growth Information Technology Services: +16.7%
    +19.3% Q1'26: +12.5% (vs Q1'25)
  • FCF margin FCF growth · Information Technology Services: +32.8%
    +23.6% Q1'26: +26.6% (vs Q1'25)
  • EBIT margin Information Technology Services: +9.0%
    +25.1% Q1'26: +24.4% (vs Q1'25)
  • ROIC Information Technology Services: +9.5%
    +22.9% Q1'26: +21.8% (vs Q1'25)
  • Share dilution Information Technology Services: +0.0%
    +0.0% Q1'26: -1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Information Technology Services: -0.83×
    0.00× Q1'26: 0.15× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.63) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 201.27 Current price: 146.19
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2009
actual
Jun 2010
actual
Jun 2011
actual
Jun 2012
actual
Jun 2013
actual
Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
12 Rev. Ana.
8 EPS Ana.
Jun 2027
12 Rev. Ana.
10 EPS Ana.
Jun 2028
10 Rev. Ana.
9 EPS Ana.
Revenue
745.59M
est: 794.81M (-6.2%)
836.59M
est: 736.14M (+13.6%)
966.90M
est: 849.48M (+13.8%)
1.03B
est: 970.10M (+5.9%)
1.13B
est: 966.70M (+16.8%)
1.21B
est: 1.10B (+9.6%)
1.26B
est: 1.26B (-0.1%)
1.35B
est: 1.34B (+0.9%)
1.43B
est: 1.42B (+0.8%)
1.54B
est: 1.53B (+0.7%)
1.55B
est: 1.55B (+0.2%)
1.70B
est: 1.70B (-0.1%)
1.76B
est: 1.75B (+0.3%)
1.94B
est: 1.94B (+0.1%)
2.08B
est: 2.06B (+1.1%)
2.22B
est: 2.22B (-0.1%)
2.38B
est: 2.37B (+0.4%)
2.53B
2.52B – 2.54B
+6.9% YoY
2.68B
2.66B – 2.71B
+5.9% YoY
2.86B
2.86B – 2.86B
+6.7% YoY
EBITDA
222.81M
est: 233.25M (-4.5%)
253.92M
est: 225.85M (+12.4%)
306.96M
est: 259.12M (+18.5%)
332.03M
est: 312.33M (+6.3%)
366.53M
est: 316.35M (+15.9%)
396.10M
est: 387.08M (+2.3%)
437.03M
est: 418.79M (+4.4%)
491.61M
est: 421.09M (+16.7%)
507.74M
est: 483.97M (+4.9%)
604.40M
est: 507.36M (+19.1%)
619.69M
est: 492.46M (+25.8%)
553.57M
est: 505.85M (+9.4%)
696.76M
est: 494.60M (+40.9%)
652.28M
est: 563.86M (+15.7%)
680.37M
est: 628.19M (+8.3%)
714.31M
est: 762.55M (-6.3%)
801.23M
est: 813.24M (-1.5%)
869.67M
866.23M – 874.81M
+6.9% YoY
920.93M
914.05M – 931.23M
+5.9% YoY
982.27M
981.70M – 982.84M
+6.7% YoY
EBIT
158.67M
est: 145.51M (+9.0%)
182.41M
est: 162.55M (+12.2%)
216.44M
est: 183.34M (+18.1%)
232.77M
est: 221.41M (+5.1%)
251.40M
est: 226.55M (+11.0%)
288.33M
est: 286.97M (+0.5%)
318.03M
est: 306.23M (+3.9%)
361.97M
est: 307.16M (+17.8%)
341.97M
est: 355.16M (-3.7%)
358.08M
est: 365.09M (-1.9%)
348.16M
est: 351.53M (-1.0%)
380.63M
est: 346.78M (+9.8%)
398.72M
est: 337.64M (+18.1%)
474.65M
est: 404.58M (+17.3%)
489.65M
est: 456.28M (+7.3%)
514.40M
est: 596.17M (-13.7%)
596.47M
est: 635.80M (-6.2%)
679.92M
677.23M – 683.93M
+6.9% YoY
719.99M
714.62M – 728.05M
+5.9% YoY
767.95M
767.51M – 768.39M
+6.7% YoY
Net Income
103.10M
est: 107.62M (-4.2%)
117.87M
est: 104.19M (+13.1%)
137.47M
est: 117.93M (+16.6%)
154.98M
est: 141.04M (+9.9%)
176.65M
est: 150.76M (+17.2%)
201.14M
est: 189.21M (+6.3%)
211.22M
est: 199.15M (+6.1%)
248.87M
est: 205.19M (+21.3%)
245.79M
est: 244.57M (+0.5%)
376.66M
est: 337.92M (+11.5%)
271.89M
est: 274.08M (-0.8%)
296.67M
est: 265.77M (+11.6%)
311.47M
est: 265.08M (+17.5%)
362.92M
est: 313.30M (+15.8%)
366.65M
est: 366.65M (+0.0%)
381.82M
est: 379.20M (+0.7%)
455.75M
est: 443.72M (+2.7%)
494.94M
489.32M – 504.03M
+11.5% YoY
515.20M
490.20M – 544.34M
+4.1% YoY
579.42M
556.36M – 602.48M
+12.5% YoY
SGA
98.61M
est: 104.74M (-5.9%)
112.05M
est: 95.02M (+17.9%)
119.62M
est: 110.86M (+7.9%)
126.62M
est: 119.01M (+6.4%)
148.24M
est: 132.69M (+11.7%)
139.88M
est: 130.45M (+7.2%)
146.49M
est: 140.45M (+4.3%)
157.59M
est: 141.23M (+11.6%)
162.90M
est: 151.18M (+7.7%)
182.15M
est: 168.49M (+8.1%)
186.00M
est: 164.57M (+13.0%)
197.99M
est: 182.69M (+8.4%)
187.06M
est: 168.97M (+10.7%)
218.30M
est: 184.31M (+18.4%)
235.27M
est: 204.60M (+15.0%)
278.42M
est: 255.85M (+8.8%)
283.06M
est: 272.85M (+3.7%)
291.79M
290.64M – 293.51M
+6.9% YoY
308.98M
306.68M – 312.44M
+5.9% YoY
329.57M
329.38M – 329.76M
+6.7% YoY
EPS
1.23
est: 1.32 (-6.8%)
1.38
est: 1.19 (+16.0%)
1.59
est: 1.27 (+25.2%)
1.80
est: 1.58 (+13.9%)
2.07
est: 1.70 (+21.8%)
2.43
est: 2.09 (+16.3%)
2.61
est: 2.54 (+2.8%)
3.16
est: 2.86 (+10.4%)
3.17
est: 3.14 (+0.8%)
4.88
est: 3.51 (+39.1%)
3.52
est: 3.48 (+1.1%)
3.86
est: 3.78 (+2.1%)
4.12
est: 4.01 (+2.8%)
4.95
est: 4.84 (+2.3%)
5.03
est: 4.86 (+3.5%)
5.24
est: 5.17 (+1.4%)
6.24
est: 6.07 (+2.7%)
6.85
6.70 – 6.90
+12.8% YoY
7.26
6.71 – 7.45
+5.9% YoY
7.86
7.62 – 8.25
+8.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-07 RBC Capital Outperform Outperform Maintain
2026-05-01 DA Davidson Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-08 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-07 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-06 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-05 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-05-04 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-05-01 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-30 A 4/5 4/5 5/5 5/5 3/5 3/5 2/5
2026-04-29 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-04-28 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-04-27 A- 4/5 4/5 4/5 5/5 3/5 3/5 2/5
2026-04-24 A- 4/5 3/5 4/5 5/5 3/5 3/5 2/5
2026-04-23 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-22 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-21 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-20 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-17 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-16 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5
2026-04-15 B+ 3/5 3/5 4/5 5/5 3/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
581.40M
OE per share TTM
7.97
Owner's Yield
5.58%
Maintenance CapEx ratio
4.95%
Maint CapEx / Avg PPE
11.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
189
Total invested
554.33M
Insider transactions (90d)
0
Beneficial owners (>5%)
18
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 8.68M 11.73% 121.1K 8.38M 303.2K IA Pennsylvania For 2022-02-10
2 (1) BlackRock, Inc. 7.34M 10.10% 6.41M 7.34M HC Delaware 2022-03-09
3 FMR Corp. 6.20M 6.84% 6.20M HC Delaware 2007-02-14
4 BlackRock for purposes of Schedule 13G filings. 5.99M 7.07% 5.99M 5.99M HC Delaware 2010-01-29
5 JPMorgan Chase & Co. 5.60M 7.00% 5.04M 265.5K 5.53M 71.2K HC Delaware 2016-01-19
6 Capital World Investors ** 4.95M 6.40% 4.95M 4.95M IA Delaware 2020-02-14
7 APG Asset Management US Inc. 4.00M 5.50% 4.00M IA, CO Delaware, United States of America 2023-01-12
8 APG Asset Management, N.V. 4.00M 5.50% 4.00M CO Delaware, United States of America 2023-01-12
9 APG Groep, N.V. 4.00M 5.50% 4.00M CO Delaware, United States of America 2023-01-12
10 Stichting Pensioenfonds ABP 4.00M 5.50% 4.00M EP Delaware, United States of America 2023-01-12
11 STATE STREET CORPORATION 3.98M 5.50% 2.63M HC MA 2024-10-17
12 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC95-4575414 3.96M 4.61% 3.96M 3.96M IA A California 2014-01-15
13 95-4575414 3.74M 5.14% 2.96M 584.8K 3.16M 584.8K IA A California 2024-02-13
14 Eaton Vance Management 04-3101341 3.20M 11.00% 3.20M 3.20M IA United States of America 2013-01-29
15 Edward C. Johnson 3d 2.95M 3.49% 2.95M IN United States of America 2009-01-12
16 52-0556948 2.41M 2.80% 307.2K 2.41M IA MARYLAND 2010-02-12
17 SINGLETON GROUP LLC 940.7K 21.50% 119.3K 4.49M 119.3K OO Pennsylvania 2012-02-08
18 Peoples Bank, National Association 858.4K 8.14% 4.56M 245.7K 4.61M 245.7K BK Delaware 2013-01-24

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
189
-598 vs prev Q
New positions
22
Closed positions
611
Increased
82
Reduced
72
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 8.65M -108.3K (-1.2%) 1.58B +274.2M (+21.0%) 11.95% -0.045 pp 0.02% +0.003 pp USD96.05 +90.0% 84 qtrs
2 BLACKROCK, INC. 5.98M -118.7K (-1.9%) 1.09B +182.9M (+20.1%) 8.26% -0.091 pp 0.02% +0.003 pp USD176.60 +3.3% 6 qtrs
3 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 5.86M +1.3M (+27.8%) 1.07B +386.6M (+56.6%) 8.09% +1.816 pp 2.87% +1.206 pp USD136.84 +33.4% 66 qtrs
4 STATE STREET CORP 4.04M -65.6K (-1.6%) 736.79M +125.7M (+20.6%) 5.58% -0.042 pp 0.02% +0.004 pp USD108.42 +68.3% 51 qtrs
5 MORGAN STANLEY 2.45M -63.9K (-2.5%) 447.12M +72.7M (+19.4%) 3.38% -0.058 pp 0.03% +0.004 pp USD172.30 +5.9% 51 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 2.13M -28.1K (-1.3%) 386.84M +67.0M (+20.9%) 2.94% -0.013 pp 0.02% +0.004 pp USD124.11 +47.0% 78 qtrs
7 CIBC PRIVATE WEALTH GROUP, LLC 1.89M -36.0 (0.0%) 344.40M +63.3M (+22.5%) 2.61% +0.023 pp 0.58% +0.101 pp USD116.87 +56.1% 45 qtrs
8 INVESCO LTD. 1.63M -170.7K (-9.5%) 297.47M +29.3M (+10.9%) 2.25% -0.214 pp 0.05% +0.003 pp USD159.36 +14.5% 57 qtrs
9 CITADEL ADVISORS LLC 1.60M +1.3M (+535.0%) 291.91M +254.4M (+678.0%) 2.21% +1.864 pp 0.04% +0.038 pp USD177.98 +2.5% 40 qtrs
10 WELLS FARGO & COMPANY/MN 1.42M +66.6K (+4.9%) 258.25M +57.4M (+28.6%) 1.95% +0.108 pp 0.05% +0.009 pp USD121.42 +50.3% 57 qtrs
11 UBS ASSET MANAGEMENT AMERICAS INC 1.35M +831.4K (+160.2%) 246.42M +169.1M (+218.8%) 1.86% +1.154 pp 0.05% +0.035 pp USD173.49 +5.2% 55 qtrs
12 APG ASSET MANAGEMENT N.V. 1.56M -393.1K (-20.1%) 242.89M -5.1M (-2.0%) 2.16% -0.520 pp 0.69% -0.007 pp USD181.93 +0.3% 35 qtrs
13 NEUBERGER BERMAN GROUP LLC 1.12M +339.4K (+43.6%) 203.95M +88.0M (+76.0%) 1.54% +0.478 pp 0.15% +0.067 pp USD98.19 +85.8% 62 qtrs
14 VAN ECK ASSOCIATES CORP 1.09M -24.6K (-2.2%) 198.36M +32.8M (+19.8%) 1.50% -0.021 pp 0.16% +0.010 pp USD149.82 +21.8% 25 qtrs
15 MACKENZIE FINANCIAL CORP 973.8K +37.8K (+4.0%) 179.35M +40.0M (+28.7%) 1.34% +0.063 pp 0.21% +0.044 pp USD171.27 +6.5% 47 qtrs
16 UBS GROUP AG 790.1K -56.9K (-6.7%) 144.17M +18.0M (+14.3%) 1.09% -0.069 pp 0.02% +0.004 pp USD160.14 +14.0% 45 qtrs
17 RAYMOND JAMES FINANCIAL INC 763.5K +40.0K (+5.5%) 139.33M +31.6M (+29.3%) 1.05% +0.064 pp 0.04% +0.009 pp USD175.86 +3.8% 5 qtrs
18 NORTHERN TRUST CORP 736.3K -21.1K (-2.8%) 134.36M +21.6M (+19.1%) 1.02% -0.020 pp 0.02% +0.003 pp USD96.45 +89.2% 51 qtrs
19 NORDEA INVESTMENT MANAGEMENT AB 723.6K -46.9K (-6.1%) 132.70M +17.6M (+15.3%) 1.00% -0.056 pp 0.11% +0.013 pp USD168.00 +8.6% 39 qtrs
20 NORGES BANK 705.5K +705.5K (+100.0%) 128.74M +128.7M (+100.0%) 0.97% +0.974 pp 0.01% +0.014 pp USD182.48 +0.0% 1 qtrs NEW
21 HANDELSBANKEN FONDER AB 698.3K +112.0K (+19.1%) 127.42M +40.1M (+45.9%) 0.96% +0.162 pp 0.39% +0.108 pp USD164.54 +10.9% 23 qtrs
22 BANK OF NEW YORK MELLON CORP 691.1K -21.7K (-3.0%) 126.11M +20.0M (+18.8%) 0.95% -0.021 pp 0.02% +0.002 pp USD117.93 +54.7% 66 qtrs
23 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 684.3K +100.6K (+17.2%) 124.87M +37.9M (+43.6%) 0.95% +0.146 pp 0.07% +0.018 pp USD175.38 +4.0% 6 qtrs
24 DIMENSIONAL FUND ADVISORS LP 665.2K +72.7K (+12.3%) 121.40M +33.1M (+37.6%) 0.92% +0.108 pp 0.03% +0.007 pp USD113.15 +61.3% 51 qtrs
25 TANDEM INVESTMENT ADVISORS, INC. 649.8K -25.3K (-3.8%) 118.57M +18.0M (+17.9%) 0.90% -0.027 pp 4.42% +0.983 pp USD169.62 +7.6% 17 qtrs
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 648.7K +8.8K (+1.4%) 118.38M +23.1M (+24.2%) 0.90% +0.020 pp 0.02% +0.003 pp USD129.12 +41.3% 100 qtrs
27 JPMORGAN CHASE & CO 619.3K -56.3K (-8.3%) 113.00M +12.4M (+12.3%) 0.86% -0.070 pp 0.01% +0.001 pp USD160.39 +13.8% 51 qtrs
28 RGM CAPITAL, LLC 589.0K -6.1K (-1.0%) 107.47M +18.9M (+21.3%) 0.81% -0.001 pp 5.22% +1.487 pp USD172.41 +5.8% 4 qtrs
29 TD ASSET MANAGEMENT INC 581.4K +51.7K (+9.8%) 106.10M +27.2M (+34.5%) 0.80% +0.078 pp 0.09% +0.021 pp USD164.82 +10.7% 51 qtrs
30 BALYASNY ASSET MANAGEMENT L.P. 557.1K +472.7K (+560.2%) 101.66M +89.1M (+708.9%) 0.77% +0.654 pp 0.13% +0.113 pp USD180.68 +1.0% 3 qtrs
31 FIRST TRUST ADVISORS LP 548.8K +76.7K (+16.3%) 100.15M +29.8M (+42.4%) 0.76% +0.112 pp 0.07% +0.020 pp USD163.14 +11.9% 51 qtrs
32 GOLDMAN SACHS GROUP INC 531.8K +75.3K (+16.5%) 97.05M +29.1M (+42.7%) 0.73% +0.109 pp 0.01% +0.004 pp USD166.03 +9.9% 73 qtrs
33 STIFEL FINANCIAL CORP 526.6K +819.0 (+0.2%) 96.11M +17.8M (+22.7%) 0.73% +0.007 pp 0.09% +0.015 pp USD152.31 +19.8% 48 qtrs
34 BAILLIE GIFFORD & CO 496.6K +160.1K (+47.6%) 90.62M +40.5M (+80.8%) 0.69% +0.225 pp 0.08% +0.038 pp USD180.91 +0.9% 3 qtrs
35 ENVESTNET ASSET MANAGEMENT INC 469.6K -33.1K (-6.6%) 85.68M +10.8M (+14.5%) 0.65% -0.040 pp 0.03% +0.004 pp USD156.59 +16.5% 51 qtrs
36 JUNTO CAPITAL MANAGEMENT LP 458.3K +458.3K (+100.0%) 83.64M +83.6M (+100.0%) 0.63% +0.633 pp 1.84% +1.842 pp USD182.48 +0.0% 1 qtrs NEW
37 LEGAL & GENERAL GROUP PLC 412.4K -42.9K (-9.4%) 75.25M +7.4M (+11.0%) 0.57% -0.054 pp 0.02% +0.002 pp USD145.09 +25.8% 49 qtrs
38 EPOCH INVESTMENT PARTNERS, INC. 373.7K +43.1K (+13.0%) 68.19M +19.0M (+38.5%) 0.52% +0.063 pp 0.39% +0.117 pp USD163.29 +11.8% 41 qtrs
39 BOSTON TRUST WALDEN CORP 373.4K +585.0 (+0.2%) 68.13M +12.6M (+22.7%) 0.52% +0.005 pp 0.51% +0.107 pp USD158.65 +15.0% 33 qtrs
40 AMUNDI 347.4K -2.2K (-0.6%) 63.39M +11.8M (+22.8%) 0.48% +0.001 pp 0.02% +0.001 pp USD174.75 +4.4% 19 qtrs
41 PRINCIPAL FINANCIAL GROUP INC 324.1K -11.1K (-3.3%) 59.15M +9.2M (+18.5%) 0.45% -0.011 pp 0.03% +0.005 pp USD145.39 +25.5% 81 qtrs
42 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 319.5K +1.4K (+0.4%) 58.31M +10.9M (+23.1%) 0.44% +0.006 pp 0.10% +0.014 pp USD152.50 +19.7% 19 qtrs
43 GILLSON CAPITAL LP 303.9K +99.9K (+49.0%) 55.46M +25.1M (+82.5%) 0.42% +0.140 pp 3.63% +0.991 pp USD171.86 +6.2% 3 qtrs
44 BANK OF AMERICA CORP /DE/ 285.6K -77.8K (-21.4%) 52.11M -2.0M (-3.7%) 0.39% -0.103 pp 0.00% +0.000 pp USD167.14 +9.2% 52 qtrs
45 JUPITER ASSET MANAGEMENT LTD 281.2K -14.4K (-4.9%) 51.31M +7.3M (+16.5%) 0.39% -0.016 pp 0.41% +0.033 pp USD174.48 +4.6% 29 qtrs
46 BARCLAYS PLC 280.1K +101.5K (+56.8%) 51.11M +19.6M (+62.1%) 0.39% +0.142 pp 0.01% +0.004 pp USD172.08 +6.0% 51 qtrs
47 GOTHAM ASSET MANAGEMENT, LLC 260.3K +98.3K (+60.7%) 47.50M +23.4M (+96.9%) 0.36% +0.138 pp 0.17% +0.068 pp USD167.62 +8.9% 7 qtrs
48 DEUTSCHE BANK AG\ 259.7K -20.1K (-7.2%) 47.39M +5.7M (+13.7%) 0.36% -0.024 pp 0.02% +0.002 pp USD168.06 +8.6% 50 qtrs
49 AMERICAN CAPITAL MANAGEMENT INC 251.3K -11.8K (-4.5%) 45.86M +6.7M (+17.0%) 0.35% -0.013 pp 2.02% +0.463 pp USD107.24 +70.2% 54 qtrs
50 236.3K +— (+0.0%) 43.11M +7.9M (+22.5%) 0.33% +0.003 pp 0.76% +0.159 pp USD168.60 +8.2% 5 qtrs
51 SCHONFELD STRATEGIC ADVISORS LLC 235.6K +102.8K (+77.5%) 42.99M +23.2M (+117.4%) 0.33% +0.144 pp 0.19% +0.078 pp USD164.24 +11.1% 15 qtrs
52 CONESTOGA CAPITAL ADVISORS, LLC 235.2K +32.7K (+16.1%) 42.93M +12.8M (+42.3%) 0.32% +0.048 pp 0.72% +0.238 pp USD159.98 +14.1% 35 qtrs
53 ROYAL BANK OF CANADA 231.9K -49.9K (-17.7%) 42.32M +348.0K (+0.8%) 0.32% -0.066 pp 0.01% +0.000 pp USD163.58 +11.6% 51 qtrs
54 WALKER ASSET MANAGEMENT, LLC 227.9K -422.0 (-0.2%) 41.59M +7.6M (+22.3%) 0.31% +0.002 pp 22.35% +3.285 pp USD166.79 +9.4% 17 qtrs
55 FENIMORE ASSET MANAGEMENT INC 220.6K -16.1K (-6.8%) 40.26M +5.0M (+14.2%) 0.30% -0.019 pp 0.84% +0.132 pp USD164.21 +11.1% 24 qtrs
56 LONDON CO OF VIRGINIA 208.4K -46.3K (-18.2%) 38.04M +96.5K (+0.3%) 0.29% -0.061 pp 0.22% +0.010 pp USD155.93 +17.0% 20 qtrs
57 NUVEEN, LLC 206.4K -2.3K (-1.1%) 37.67M +6.6M (+21.2%) 0.29% -0.001 pp 0.01% +0.002 pp USD182.12 +0.2% 4 qtrs
58 SWISS NATIONAL BANK 198.5K -11.4K (-5.4%) 36.22M +5.0M (+15.9%) 0.27% -0.013 pp 0.02% +0.003 pp USD120.95 +50.9% 51 qtrs
59 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 196.8K -80.8K (-29.1%) 35.91M -5.4M (-13.2%) 0.27% -0.108 pp 0.09% -0.025 pp USD170.07 +7.3% 3 qtrs
60 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 186.5K -41.6K (-18.2%) 34.03M +59.6K (+0.2%) 0.26% -0.055 pp 0.02% -0.001 pp USD112.77 +61.8% 58 qtrs
61 NORINCHUKIN BANK, THE 184.3K -53.4K (-22.5%) 33.63M -1.8M (-5.0%) 0.25% -0.071 pp 0.39% -0.083 pp USD161.98 +12.7% 29 qtrs
62 SUMITOMO MITSUI TRUST HOLDINGS, INC. 175.1K -3.7K (-2.1%) 31.96M +5.3M (+20.0%) 0.24% -0.003 pp 0.02% +0.003 pp USD144.26 +26.5% 35 qtrs
63 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 171.8K -11.4K (-6.2%) 31.36M +4.1M (+14.9%) 0.24% -0.014 pp 0.03% +0.003 pp USD116.60 +56.5% 52 qtrs
64 COPELAND CAPITAL MANAGEMENT, LLC 166.6K -5.9K (-3.4%) 30.41M +4.7M (+18.3%) 0.23% -0.006 pp 0.68% +0.143 pp USD149.64 +21.9% 51 qtrs
65 BNP PARIBAS ARBITRAGE, SNC 164.8K +28.2K (+20.6%) 30.07M +9.7M (+47.8%) 0.23% +0.041 pp 0.01% +0.003 pp USD172.00 +6.1% 51 qtrs
66 ILEX CAPITAL PARTNERS (UK) LLP 164.0K +164.0K (+100.0%) 29.93M +29.9M (+100.0%) 0.23% +0.227 pp 0.84% +0.845 pp USD182.48 +0.0% 3 qtrs
67 BENJAMIN EDWARDS INC 162.4K -7.3K (-4.3%) 29.63M +4.4M (+17.2%) 0.22% -0.008 pp 0.33% +0.042 pp USD174.96 +4.3% 28 qtrs
68 RHUMBLINE ADVISERS 160.9K -11.2K (-6.5%) 29.37M +3.7M (+14.6%) 0.22% -0.013 pp 0.02% +0.003 pp USD100.05 +82.4% 55 qtrs
69 ALLIANCEBERNSTEIN L.P. 158.2K +7.8K (+5.2%) 28.87M +6.5M (+28.9%) 0.22% +0.013 pp 0.01% +0.002 pp USD151.70 +20.3% 61 qtrs
70 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 158.3K -1.1M (-87.5%) 28.23M -160.3M (-85.0%) 0.22% -1.515 pp 0.02% -0.117 pp USD172.64 +5.7% 35 qtrs
71 CITIGROUP INC 154.1K -35.0K (-18.5%) 28.12M -42.9K (-0.2%) 0.21% -0.046 pp 0.01% 0.000 pp USD162.37 +12.4% 108 qtrs
72 BANK OF MONTREAL /CAN/ 150.3K -15.2K (-9.2%) 27.42M +2.8M (+11.3%) 0.21% -0.019 pp 0.01% +0.000 pp USD165.33 +10.4% 51 qtrs
73 HSBC HOLDINGS PLC 148.5K +6.2K (+4.3%) 27.12M +5.9M (+28.0%) 0.21% +0.010 pp 0.01% +0.002 pp USD163.48 +11.6% 56 qtrs
74 SWEDBANK AB 143.8K +100.2K (+230.2%) 26.24M +19.8M (+304.6%) 0.20% +0.139 pp 0.03% +0.019 pp USD178.28 +2.4% 20 qtrs
75 ENGINEERS GATE MANAGER LP 141.9K +113.5K (+400.9%) 25.88M +21.7M (+513.7%) 0.20% +0.157 pp 0.31% +0.259 pp USD175.78 +3.8% 2 qtrs
76 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 140.9K +138.0K (+4,787.6%) 25.70M +25.3M (+5,888.7%) 0.19% +0.191 pp 0.04% +0.042 pp USD182.45 +0.0% 4 qtrs
77 SEI INVESTMENTS CO 136.2K +31.5K (+30.1%) 24.85M +9.3M (+59.4%) 0.19% +0.045 pp 0.02% +0.008 pp USD162.60 +12.2% 45 qtrs
78 LPL FINANCIAL LLC 135.7K -407.0 (-0.3%) 24.76M +4.5M (+22.2%) 0.19% +0.001 pp 0.01% +0.001 pp USD166.83 +9.4% 44 qtrs
79 RUSSELL INVESTMENTS GROUP, LTD. 135.3K +24.8K (+22.4%) 24.71M +8.2M (+50.0%) 0.19% +0.036 pp 0.03% +0.008 pp USD169.91 +7.4% 37 qtrs
80 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 134.7K +— (+0.0%) 24.58M +4.5M (+22.5%) 0.19% +0.002 pp 0.09% +0.017 pp USD105.30 +73.3% 107 qtrs
81 FORVIS WEALTH ADVISORS, LLC 134.3K -969.0 (-0.7%) 24.50M +4.4M (+21.6%) 0.19% +0.000 pp 0.46% +0.063 pp USD54.43 +235.3% 52 qtrs
82 QUANTINNO CAPITAL MANAGEMENT LP 133.4K +64.4K (+93.3%) 24.34M +14.1M (+136.9%) 0.18% +0.090 pp 0.05% +0.021 pp USD175.40 +4.0% 17 qtrs
83 LGT GROUP FOUNDATION 123.8K +123.8K (+100.0%) 22.86M +22.9M (+100.0%) 0.17% +0.171 pp 0.25% +0.249 pp USD182.48 +0.0% 1 qtrs NEW
84 HOLOCENE ADVISORS, LP 120.8K +120.8K (+100.0%) 22.05M +22.1M (+100.0%) 0.17% +0.167 pp 0.05% +0.046 pp USD182.48 +0.0% 1 qtrs NEW
85 MITSUBISHI UFJ TRUST & BANKING CORP 119.2K -65.2K (-35.4%) 21.75M -5.7M (-20.8%) 0.16% -0.088 pp 0.05% -0.009 pp USD169.89 +7.4% 35 qtrs
86 PRICE T ROWE ASSOCIATES INC /MD/ 103.9K -1.7K (-1.6%) 18.97M +3.2M (+20.5%) 0.14% -0.001 pp 0.00% +0.000 pp USD144.63 +26.2% 75 qtrs
87 AQR CAPITAL MANAGEMENT LLC 103.4K +70.8K (+216.7%) 18.87M +14.0M (+288.0%) 0.14% +0.098 pp 0.01% +0.007 pp USD177.96 +2.5% 67 qtrs
88 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 102.9K +97.2K (+1,697.5%) 18.78M +17.9M (+2,101.9%) 0.14% +0.134 pp 0.14% +0.134 pp USD182.47 +0.0% 14 qtrs
89 DEARBORN PARTNERS LLC 102.7K -3.9K (-3.6%) 18.73M +2.9M (+18.1%) 0.14% -0.004 pp 0.94% +0.192 pp USD85.36 +113.8% 54 qtrs
90 CAPTRUST FINANCIAL ADVISORS 102.2K +88.8K (+662.7%) 18.66M +16.7M (+834.5%) 0.14% +0.123 pp 0.04% +0.031 pp USD182.07 +0.2% 35 qtrs
91 BLI - BANQUE DE LUXEMBOURG INVESTMENTS 99.4K -6.0K (-5.7%) 18.35M +2.4M (+15.1%) 0.14% -0.007 pp 0.54% +0.073 pp USD174.95 +4.3% 5 qtrs
92 MILLENNIUM MANAGEMENT LLC 100.2K +56.7K (+130.2%) 18.29M +11.8M (+182.1%) 0.14% +0.079 pp 0.01% +0.005 pp USD171.00 +6.7% 33 qtrs
93 JACOBSON & SCHMITT ADVISORS, LLC 100.0K +6.1K (+6.5%) 18.26M +4.3M (+30.5%) 0.14% +0.010 pp 3.07% +0.672 pp USD146.52 +24.5% 44 qtrs
94 SQUAREPOINT OPS LLC 99.1K -71.8K (-42.0%) 18.09M -7.4M (-28.9%) 0.14% -0.097 pp 0.02% -0.006 pp USD166.79 +9.4% 36 qtrs
95 AMERIPRISE FINANCIAL INC 98.6K -86.7K (-46.8%) 18.00M -9.6M (-34.7%) 0.14% -0.118 pp 0.00% -0.002 pp USD162.90 +12.0% 55 qtrs
96 CREATIVE PLANNING 93.9K +57.3K (+156.6%) 17.13M +11.7M (+214.4%) 0.13% +0.080 pp 0.01% +0.008 pp USD172.92 +5.5% 57 qtrs
97 PICTET ASSET MANAGEMENT HOLDING SA 90.8K -18.6K (-17.0%) 16.58M +277.9K (+1.7%) 0.13% -0.024 pp 0.02% +0.000 pp USD166.00 +9.9% 10 qtrs
98 RIVERBRIDGE PARTNERS LLC 89.8K -20.1K (-18.3%) 16.38M +16.0K (+0.1%) 0.12% -0.027 pp 0.31% +0.031 pp USD170.75 +6.9% 23 qtrs
99 LAURUS INVESTMENT COUNSEL INC. 83.3K -1.3K (-1.5%) 15.19M +2.6M (+20.6%) 0.12% -0.001 pp 12.37% +3.758 pp USD143.66 +27.0% 33 qtrs
100 TEACHER RETIREMENT SYSTEM OF TEXAS 81.1K -6.7K (-7.6%) 14.80M +1.7M (+13.2%) 0.11% -0.008 pp 0.05% -0.001 pp USD151.64 +20.3% 56 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.27
Bearish
Buys
1
Sells
3
Shares acquired
183.00
Shares disposed
690.00
Cash buys
Cash sales
Net activity
-507
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
2026-02-12 FLANIGAN MATTHEW C Director G-Gift D Common Stock 440 0.00 44,454 D
2026-01-01 McLachlan Shanon G. Officer M-Exempt A Common Stock 183 0.00 1,603 D
2025-12-17 Carsley Mimi Officer A-Award A Restricted Stock Units 5,350 0.00 5,350 D
2025-12-15 Swearingen Renee Ann Officer G-Gift D Common Stock 200 0.00 13,133 I
2025-12-01 Foss David B Director S-Sale D Common Stock 20,000 174.92 3.50M 128,133 D
2025-11-17 Wilson Thomas Hampton Jr. Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-17 WIMSETT THOMAS A Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-17 Nelson Lisa M Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-17 Miyashiro Shruti S Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-17 LoCascio Tammy Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-17 Foss David B Director A-Award A Restricted Stock Units 1,220 0.00 7,451 D
2025-11-17 FLANIGAN MATTHEW C Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-17 Campbell Curtis A Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-17 Brown Wesley A Director A-Award A Restricted Stock Units 1,220 0.00 1,220 D
2025-11-11 Wilson Thomas Hampton Jr. Director M-Exempt D Restricted Stock Units 1,159 0.00 0 D
2025-11-11 WIMSETT THOMAS A Director M-Exempt D Restricted Stock Units 1,159 0.00 0 D
2025-11-11 Nelson Lisa M Director M-Exempt D Restricted Stock Units 1,159 0.00 0 D
2025-11-11 Miyashiro Shruti S Director M-Exempt D Restricted Stock Units 1,159 0.00 0 D
2025-11-11 LoCascio Tammy Director M-Exempt D Restricted Stock Units 1,159 0.00 0 D
2025-11-11 FLANIGAN MATTHEW C Director M-Exempt D Restricted Stock Units 1,159 0.00 0 D
2025-11-11 Campbell Curtis A Director M-Exempt D Restricted Stock Units 1,159 0.00 0 D
2025-11-11 Brown Wesley A Director M-Exempt A Common Stock 1,159 0.00 93,749 D
2025-11-10 McLachlan Shanon G. Officer S-Sale D Common Stock 227 160.83 36.5K 1,420 D
2025-08-28 Swearingen Renee Ann Officer F-InKind D Common Stock 233 162.74 37.9K 13,333 I
2025-08-28 Morgan Craig Keith Officer F-InKind D Common Stock 740 162.74 120.4K 8,337 D
2025-08-28 McLachlan Shanon G. Officer A-Award A Vested Performance Shares 264 0.00 437 D
2025-08-28 Foss David B Director A-Award A Common Stock 14,623 0.00 153,888 D
2025-08-28 Carsley Mimi Officer F-InKind D Common Stock 600 162.74 97.6K 5,495 D
2025-08-28 Adelson Gregory R. Director / Officer F-InKind D Common Stock 1,119 162.74 182.1K 19,036 I
2025-08-04 Swearingen Renee Ann Officer M-Exempt D Restricted Stock Units 210 0.00 210 D
2025-08-04 Morgan Craig Keith Officer F-InKind D Common Stock 296 167.28 49.5K 7,400 D
2025-08-04 McLachlan Shanon G. Officer M-Exempt A Common Stock 784 0.00 1,771 D
2025-08-04 Foss David B Director M-Exempt A Common Stock 14,687 0.00 145,045 D
2025-08-04 Carsley Mimi Officer A-Award A Vested Restricted Stock Units 1,202 0.00 2,405 D
2025-08-04 Adelson Gregory R. Officer M-Exempt A Common Stock 3,917 0.00 19,371 I
2025-05-13 Swearingen Renee Ann Officer S-Sale D Common Stock 1,010 179.10 180.9K 693 D
2025-05-13 McLachlan Shanon G. Officer S-Sale D Common Stock 246 179.42 44.1K 741 D
2025-05-12 Morgan Craig Keith Officer S-Sale D Common Stock 5,000 180.16 900.8K 6,718 D
2025-05-12 Foss David B Director / Officer S-Sale D Common Stock 4,318 181.23 782.6K 123,665 D
2025-05-08 Adelson Gregory R. Officer G-Gift D Common Stock 905 0.00 14,183 I
2025-03-11 FLANIGAN MATTHEW C Director G-Gift D Common Stock 1,400 0.00 43,735 D
2025-01-01 McLachlan Shanon G. Officer M-Exempt D Vested Performance Shares 96 0.00 173 D
2024-12-17 WIMSETT THOMAS A Director G-Gift D Common Stock 390 0.00 38,716 D
2024-11-19 Foss David B Director / Officer F-InKind D Common Stock 8,192 172.06 1.41M 157,435 D
2024-11-15 Wilson Thomas Hampton Jr. Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-15 WIMSETT THOMAS A Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-15 Nelson Lisa M Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-15 Miyashiro Shruti S Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-15 LoCascio Tammy Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-15 FLANIGAN MATTHEW C Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-15 Campbell Curtis A Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-15 Brown Wesley A Director A-Award A Restricted Stock Units 1,159 0.00 1,159 D
2024-11-11 Wilson Thomas Hampton Jr. Director M-Exempt D Restricted Stock Units 1,173 0.00 0 D
2024-11-11 WIMSETT THOMAS A Director M-Exempt A Common Stock 1,173 0.00 39,106 D
2024-11-11 Nelson Lisa M Director M-Exempt D Restricted Stock Units 365 0.00 0 D
2024-11-11 Miyashiro Shruti S Director M-Exempt D Restricted Stock Units 1,173 0.00 0 D
2024-11-11 LoCascio Tammy Director M-Exempt D Restricted Stock Units 365 0.00 0 D
2024-11-11 FLANIGAN MATTHEW C Director M-Exempt A Common Stock 1,173 0.00 45,135 D
2024-11-11 Campbell Curtis A Director M-Exempt D Restricted Stock Units 1,173 0.00 0 D
2024-11-11 Brown Wesley A Director M-Exempt A Common Stock 1,173 0.00 92,590 D
2024-09-16 Brown Wesley A Director G-Gift D Common Stock 221 0.00 91,417
2024-08-29 Swearingen Renee Ann Officer F-InKind D Common Stock 394 173.76 68.5K 12,701
2024-08-29 Morgan Craig Keith Officer F-InKind D Common Stock 723 173.76 125.6K 11,718
2024-08-29 McLachlan Shanon G. Officer A-Award A Vested Performance Shares 239 0.00 269
2024-08-29 Foss David B Director / Officer A-Award A Common Stock 23,640 0.00 163,246
2024-08-29 Adelson Gregory R. Officer F-InKind D Common Stock 1,670 173.76 290.2K 15,088
2024-08-04 Swearingen Renee Ann Officer M-Exempt A Common Stock 210 0.00 12,299
2024-08-04 Morgan Craig Keith Officer M-Exempt D Restricted Stock Units 358 0.00 0
2024-08-04 McLachlan Shanon G. Officer F-InKind D Common Stock 64 170.21 10.9K 340
2024-08-04 Foss David B Director / Officer A-Award A Restricted Stock Units 14,687 0.00 14,687
2024-08-04 Carsley Mimi Officer A-Award A Restricted Stock Units 4,386 0.00 4,386
2024-08-04 Adelson Gregory R. Officer F-InKind D Common Stock 368 170.21 62.6K 12,185
2024-07-23 Nelson Lisa M Director A-Award A Restricted Stock Units 365 0.00 365
2024-07-23 LoCascio Tammy Director A-Award A Restricted Stock Units 365 0.00 365
2024-07-22 Nelson Lisa M Director 0 0.00 0
2024-07-22 LoCascio Tammy Director 0 0.00 0
2024-07-17 Carsley Mimi Officer F-InKind D Common Stock 341 169.74 57.9K 2,284
2024-07-01 McLachlan Shanon G. Officer D Common Stock 0 0.00 116
2024-05-10 Adelson Gregory R. Officer G-Gift D Common Stock 600 0.00 11,265
2024-01-04 FLANIGAN MATTHEW C Director G-Gift D Common Stock 1,435 0.00 0
2024-01-01 Miyashiro Shruti S Director M-Exempt A Common Stock 543 0.00 11,262
2024-01-01 Foss David B Director / Officer M-Exempt A Common Stock 13,730 0.00 135,225
2023-12-18 Zengel Stacey E. Officer S-Sale D Common Stock 326 165.10 53.8K 5,410
2023-11-17 Wilson Thomas Hampton Jr. Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-17 WIMSETT THOMAS A Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-17 Miyashiro Shruti S Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-17 Kelly Laura G. Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-17 Fiegel Jacque R. Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-17 FLANIGAN MATTHEW C Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-17 Campbell Curtis A Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-17 Brown Wesley A Director A-Award A Restricted Stock Units 1,173 0.00 1,173
2023-11-13 Wilson Thomas Hampton Jr. Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-11-13 WIMSETT THOMAS A Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-11-13 Miyashiro Shruti S Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-11-13 Kelly Laura G. Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-11-13 Fiegel Jacque R. Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-11-13 FLANIGAN MATTHEW C Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-11-13 Campbell Curtis A Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-11-13 Brown Wesley A Director M-Exempt D Restricted Stock Units 983 0.00 0
2023-08-29 Zengel Stacey E. Officer F-InKind D Common Stock 95 158.68 15.1K 5,736
2023-08-29 Swearingen Renee Ann Officer F-InKind D Common Stock 86 158.68 13.6K 11,883
2023-08-29 Morgan Craig Keith Officer A-Award A Common Stock 354 0.00 10,073
2023-08-29 Foss David B Director / Officer F-InKind D Common Stock 2,017 158.68 320.1K 121,495
2023-08-29 Adelson Gregory R. Officer F-InKind D Common Stock 355 158.68 56.3K 11,865
2023-08-04 Zengel Stacey E. Officer M-Exempt D Restricted Stock Units 257 0.00 257
2023-08-04 Swearingen Renee Ann Officer A-Award A Restricted Stock Units 630 0.00 630
2023-08-04 Morgan Craig Keith Officer F-InKind D Common Stock 234 171.16 40.1K 9,719
2023-08-04 Foss David B Director / Officer M-Exempt A Common Stock 4,806 0.00 120,280
2023-08-04 Carsley Mimi Officer M-Exempt D Restricted Stock Units 609 0.00 1,217
2023-08-04 Adelson Gregory R. Officer M-Exempt D Restricted Stock Units 829 0.00 1,658
2023-08-03 Zengel Stacey E. Officer M-Exempt A Common Stock 240 0.00 5,419
2023-08-03 Swearingen Renee Ann Officer M-Exempt A Common Stock 182 0.00 11,653
2023-08-03 Morgan Craig Keith Officer M-Exempt D Restricted Stock Units 336 0.00 0
2023-08-03 Foss David B Director / Officer F-InKind D Common Stock 1,913 169.85 324.9K 112,330
2023-08-03 Adelson Gregory R. Officer M-Exempt D Restricted Stock Units 758 0.00 1,516
2023-07-17 Carsley Mimi Officer F-InKind D Common Stock 341 166.75 56.9K 1,004
2023-05-25 WIMSETT THOMAS A Director P-Purchase A Common Stock 2,000 145.51 291.0K 36,950
2023-03-14 Kelly Laura G. Director P-Purchase A Common Stock 1,000 145.29 145.3K 16,194
2023-02-17 Morgan Craig Keith Officer M-Exempt A Common Stock 2,325 0.00 10,012
2023-01-01 Miyashiro Shruti S Director M-Exempt A Common Stock 257 0.00 9,736
2023-01-01 Kelly Laura G. Director M-Exempt A Common Stock 199 0.00 15,194
2023-01-01 Foss David B Officer M-Exempt D Restricted Stock Units 5,492 0.00 13,730
2022-11-22 Foss David B Officer S-Sale D Common Stock 5,438 187.32 1.02M 116,661
2022-11-18 Wilson Thomas Hampton Jr. Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-18 WIMSETT THOMAS A Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-18 Miyashiro Shruti S Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-18 Kelly Laura G. Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-18 Fiegel Jacque R. Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-18 FLANIGAN MATTHEW C Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-18 Campbell Curtis A Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-18 Brown Wesley A Director A-Award A Restricted Stock Units 983 0.00 983
2022-11-15 Adelson Gregory R. Officer F-InKind D Common Stock 1,196 177.43 212.2K 9,791
2022-11-14 Wilson Thomas Hampton Jr. Director M-Exempt D Restricted Stock Units 1,087 0.00 0
2022-11-14 WIMSETT THOMAS A Director M-Exempt D Restricted Stock Units 1,087 0.00 0
2022-11-14 Miyashiro Shruti S Director M-Exempt D Restricted Stock Units 543 0.00 0
2022-11-14 Kelly Laura G. Director M-Exempt D Restricted Stock Units 1,087 0.00 0
2022-11-14 Fiegel Jacque R. Director M-Exempt D Restricted Stock Units 1,087 0.00 0
2022-11-14 FLANIGAN MATTHEW C Director M-Exempt D Restricted Stock Units 1,087 0.00 0
2022-11-14 Campbell Curtis A Director M-Exempt D Restricted Stock Units 1,087 0.00 0
2022-11-14 Brown Wesley A Director M-Exempt D Restricted Stock Units 1,087 0.00 0
2022-10-04 Zengel Stacey E. Officer M-Exempt D Restricted Stock Units 305 0.00 0
2022-10-04 Swearingen Renee Ann Officer A-Award A Common Stock 1,229 0.00 1,894
2022-10-04 Morgan Craig Keith Officer A-Award A Common Stock 1,673 0.00 8,223
2022-10-04 Foss David B Officer M-Exempt D Restricted Stock Units 4,505 0.00 0
2022-10-04 Adelson Gregory R. Officer F-InKind D Common Stock 142 186.75 26.5K 8,294
2022-09-01 Carsley Mimi Officer D Restricted Stock Units 1,826 0.00 0
2022-08-25 Brown Wesley A Director G-Gift D Common Stock 412 0.00 89,568
2022-08-04 Zengel Stacey E. Officer M-Exempt D Restricted Stock Units 257 0.00 514
2022-08-04 WILLIAMS KEVIN D Officer M-Exempt D Restricted Stock Units 1,298 0.00 2,596
2022-08-04 Morgan Craig Keith Officer M-Exempt A Common Stock 359 0.00 6,672
2022-08-04 Foss David B Director / Officer M-Exempt A Common Stock 5,185 0.00 106,080
2022-08-03 Zengel Stacey E. Officer F-InKind D Common Stock 115 208.09 23.9K 4,065
2022-08-03 WILLIAMS KEVIN D Officer F-InKind D Common Stock 580 208.09 120.7K 36,045
2022-08-03 Swearingen Renee Ann Officer M-Exempt D Restricted Stock Units 195 0.00 390
2022-08-03 Morgan Craig Keith Officer F-InKind D Common Stock 144 205.59 29.6K 6,313
2022-08-03 Foss David B Officer A-Award A Restricted Stock Units 14,417 0.00 14,417
2022-08-03 Adelson Gregory R. Officer F-InKind D Common Stock 370 208.09 77.0K 7,116
2022-05-05 Swearingen Renee Ann Officer I Common Stock 0 0.00 11,471
2022-04-18 FLANIGAN MATTHEW C Director G-Gift D Common Stock 1,000 0.00 33,398
2022-04-14 FLANIGAN MATTHEW C Director G-Gift D Common Stock 1,950 0.00 34,398
2022-03-22 Foss David B Director / Officer M-Exempt A Common Stock 10,000 87.27 872.7K 107,947
2022-03-15 Brown Wesley A Director G-Gift D Common Stock 1,110 0.00 89,980
2022-03-07 Adelson Gregory R. Officer S-Sale D Common Stock 4,400 185.23 815.0K 6,239
2022-02-17 Morgan Craig Keith Officer F-InKind D Common Stock 1,021 169.54 173.1K 6,048
2022-01-01 Kelly Laura G. Director M-Exempt D Vested Restricted Stock Units 199 0.00 1,394
2022-01-01 Foss David B Director / Officer M-Exempt A Common Stock 5,492 0.00 100,152
2021-12-16 Brown Wesley A Director G-Gift D Common Stock 290 0.00 91,090
2021-12-14 Brown Wesley A Director G-Gift D Common Stock 93 0.00 91,380
2021-11-20 Wilson Thomas Hampton Jr. Director M-Exempt A Vested Restricted Stock Units 1,022 0.00 9,982
2021-11-20 WIMSETT THOMAS A Director M-Exempt A Common Stock 1,022 0.00 33,863
2021-11-20 Miyashiro Shruti S Director M-Exempt D Restricted Stock Units 1,022 0.00 0
2021-11-20 Kelly Laura G. Director M-Exempt D Restricted Stock Units 1,022 0.00 0
2021-11-20 Fiegel Jacque R. Director M-Exempt D Restricted Stock Units 1,022 0.00 0
2021-11-20 FLANIGAN MATTHEW C Director M-Exempt D Restricted Stock Units 1,022 0.00 0
2021-11-20 Campbell Curtis A Director M-Exempt D Restricted Stock Units 382 0.00 0
2021-11-20 Brown Wesley A Director M-Exempt A Common Stock 1,022 0.00 91,473
2021-11-19 Wilson Thomas Hampton Jr. Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-19 WIMSETT THOMAS A Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-19 Miyashiro Shruti S Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-19 Kelly Laura G. Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-19 Fiegel Jacque R. Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-19 FLANIGAN MATTHEW C Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-19 Campbell Curtis A Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-19 Brown Wesley A Director A-Award A Restricted Stock Units 1,087 0.00 1,087
2021-11-15 Bilke Teddy I. Officer M-Exempt A Common Stock 77 0.00 26,796
2021-11-15 Adelson Gregory R. Officer M-Exempt A Common Stock 515 0.00 10,865
2021-10-04 Zengel Stacey E. Officer F-InKind D Common Stock 137 165.01 22.6K 301
2021-10-04 WILLIAMS KEVIN D Officer M-Exempt A Common Stock 1,100 0.00 35,355
2021-10-04 Morgan Craig Keith Officer M-Exempt D Restricted Stock Units 298 0.00 298
2021-10-04 Foss David B Director / Officer M-Exempt D Restricted Stock Units 4,506 0.00 4,505
2021-10-04 Bilke Teddy I. Officer M-Exempt D Restricted Stock Units 307 0.00 307
2021-10-04 Adelson Gregory R. Officer M-Exempt A Common Stock 321 0.00 10,493
2021-08-24 Wilson Thomas Hampton Jr. Director P-Purchase A Common Stock 169 175.12 29.6K 12,250
2021-08-04 Zengel Stacey E. Officer A-Award A Restricted Stock Units 771 0.00 771
2021-08-04 WILLIAMS KEVIN D Officer A-Award A Restricted Stock Units 3,894 0.00 3,894
2021-08-04 Morgan Craig Keith Officer A-Award A Restricted Stock Units 1,076 0.00 1,076
2021-08-04 Foss David B Director / Officer A-Award A Restricted Stock Units 15,554 0.00 15,554
2021-08-04 Bilke Teddy I. Officer A-Award A Restricted Stock Units 966 0.00 966
2021-08-04 Adelson Gregory R. Officer A-Award A Restricted Stock Units 2,476 0.00 2,476
2021-08-03 Zengel Stacey E. Officer F-InKind D Common Stock 108 174.57 18.9K 133

Executive team

Top executives
EBIT / Employee
82.4K
Shares Outstanding
72.38M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Gregory R. Adelson President and Chief Executive Officer 750.0K 5.31M 938.9K 21.3K 7.02M 75.63%
2 2025 David B. Foss Executive Board Chair and Former Chief Executive Officer 500.0K 2.47M 500.8K 6.4K 3.47M 71.01%
3 2025 Mimi L. Carsley Chief Financial Officer and Treasurer 525.5K 1.98M 534.1K 20.6K 3.06M 64.71%
4 2025 Shanon G. McLachlan Senior Vice President and Chief Operating Officer 450.0K 1.06M 405.6K 20.5K 1.94M 54.78%
5 2025 Craig K. Morgan Chief Legal Officer and Secretary 445.2K 958.7K 407.2K 17.6K 1.83M 52.43%
6 2024 David B. Foss Chief Executive Officer 865.0K 8.73M 1.35M 16.5K 10.96M 79.62%
7 2024 David B. Foss Executive Board Chair and Former Chief Executive Officer 865.0K 8.73M 1.35M 16.5K 10.96M 79.62%
8 2024 Gregory R. Adelson President and Chief Operating Officer 580.8K 2.04M 611.6K 16.8K 3.25M 62.77%
9 2024 Gregory R. Adelson President and Chief Executive Officer 580.8K 2.04M 611.6K 16.8K 3.25M 62.77%
10 2024 Mimi L. Carsley Chief Financial Officer and Treasurer 496.4K 1.68M 577.1K 26.5K 2.78M 60.49%
11 2024 Stacey E. Zengel Former Senior Vice President and President of Jack Henry Bank Solutions 434.3K 938.1K 411.6K 19.4K 1.80M 52.02%
12 2024 Craig K. Morgan Chief Legal Officer and Secretary 434.3K 938.1K 411.6K 19.4K 1.80M 52.02%
13 2023 David B. Foss Chief Executive Officer 858.8K 8.57M 992.0K 16.6K 10.44M 82.11%
14 2023 David B. Foss Executive Board Chair and Former Chief Executive Officer 858.8K 8.57M 992.0K 16.6K 10.44M 82.11%
15 2023 Gregory R. Adelson President and Chief Executive Officer 556.6K 1.48M 405.6K 10.8K 2.45M 60.31%
16 2023 Gregory R. Adelson President and Chief Operating Officer 556.6K 1.48M 405.6K 10.8K 2.45M 60.31%
17 2023 Mimi L. Carsley Chief Financial Officer and Treasurer 475.0K 1.48M 356.5K 2.31M 64.02%
18 2023 Craig K. Morgan General Counsel and Secretary 475.0K 1.48M 356.5K 2.31M 64.02%
19 2023 Stacey E. Zengel Former Senior Vice President and President of Jack Henry Bank Solutions 415.9K 982.9K 290.3K 18.3K 1.71M 57.57%
20 2023 Craig K. Morgan Chief Legal Officer and Secretary 415.9K 982.9K 290.3K 18.3K 1.71M 57.57%
21 2023 Stacey E. Zengel Senior Vice President and President of Jack Henry Bank Solutions 380.2K 394.0K 138.2K 10.8K 923.3K 42.68%
22 2023 Kevin D. Williams Former Chief Financial Officer and Treasurer 166.4K 120.0K 286.4K 0.00%
23 2022 David B. Foss Chief Executive Officer 840.0K 7.56M 1.35M 15.3K 9.76M 77.45%
24 2022 Kevin D. Williams Treasurer and Chief Financial Officer 515.0K 1.89M 559.7K 14.1K 2.98M 63.48%
25 2022 Kevin D. Williams Former Chief Financial Officer and Treasurer 515.0K 1.89M 559.7K 14.1K 2.98M 63.48%
26 2022 Gregory R. Adelson President and Chief Operating Officer 480.7K 1.20M 481.9K 14.2K 2.18M 55.19%
27 2022 Craig K. Morgan General Counsel and Secretary 370.1K 522.8K 319.6K 14.8K 1.23M 42.60%
28 2022 Stacey E. Zengel Former Senior Vice President and President of Jack Henry Bank Solutions 370.1K 522.8K 319.6K 14.8K 1.23M 42.60%
29 2022 Teddy I. Bilke Chief Technology Officer 381.1K 469.4K 179.9K 14.5K 1.04M 44.92%
30 2022 Stacey E. Zengel Senior Vice President and President of Jack Henry Bank Solutions 368.2K 374.6K 207.4K 14.9K 965.0K 38.81%
31 2021 David B. Foss Chief Executive Officer 840.0K 6.45M 1.39M 14.3K 8.69M 74.17%
32 2021 David B. Foss President and Chief Executive Officer 840.0K 6.45M 1.39M 14.3K 8.69M 74.17%
33 2021 Kevin D. Williams Treasurer and Chief Financial Officer 500.0K 1.12M 530.0K 14.0K 2.16M 51.66%
34 2021 Kevin D. Williams Former Chief Financial Officer and Treasurer 500.0K 1.12M 530.0K 14.0K 2.16M 51.66%
35 2021 Gregory R. Adelson President and Chief Operating Officer 437.8K 1.01M 450.5K 101.1K 1.99M 50.40%
36 2021 Gregory R. Adelson Chief Operating Officer 437.8K 1.01M 450.5K 101.1K 1.99M 50.40%
37 2021 Craig K. Morgan General Counsel and Secretary 349.1K 445.5K 378.0K 13.3K 1.19M 37.57%
38 2021 Teddy I. Bilke Chief Technology Officer 375.6K 415.8K 236.3K 14.5K 1.04M 39.90%
39 2020 David B. Foss President and Chief Executive Officer 830.0K 9.08M 1.09M 14.4K 11.02M 82.47%
40 2020 David B. Foss Chief Executive Officer 830.0K 9.08M 1.09M 14.4K 11.02M 82.47%
41 2020 Kevin D. Williams Treasurer and Chief Financial Officer 496.3K 1.28M 409.1K 14.4K 2.20M 58.11%
42 2020 Craig K. Morgan General Counsel and Secretary 334.2K 1.52M 172.8K 14.5K 2.04M 74.48%
43 2020 Gregory R. Adelson President and Chief Operating Officer 398.0K 939.0K 291.4K 15.9K 1.64M 57.11%
44 2020 Gregory R. Adelson Chief Operating Officer 398.0K 939.0K 291.4K 15.9K 1.64M 57.11%
45 2020 Steven W. Tomson Senior Vice President and Chief Sales and Marketing Officer 165.0K 206.0K 696.6K 15.1K 1.08M 19.02%
46 2020 Teddy I. Bilke Chief Technology Officer 359.6K 441.3K 165.1K 14.8K 980.7K 45.00%
47 2019 David B. Foss President and Chief Executive Officer 775.0K 3.20M 868.1K 8.3K 4.85M 65.96%
48 2019 Kevin D. Williams Treasurer and Chief Financial Officer 480.0K 1.10M 313.5K 12.1K 1.91M 57.72%
49 2019 Gregory R. Adelson Vice President 344.0K 300.7K 147.3K 8.7K 800.7K 37.55%
50 2019 Gregory R. Adelson Chief Operating Officer 344.0K 300.7K 147.3K 8.7K 800.7K 37.55%
51 2019 Teddy I. Bilke Chief Technology Officer 335.5K 293.2K 139.0K 8.5K 776.1K 37.77%
52 2019 Teddy I. Bilke Vice President 335.5K 293.2K 139.0K 8.5K 776.1K 37.77%
53 2019 Craig K. Morgan General Counsel and Secretary 313.8K 288.1K 137.3K 8.0K 747.2K 38.55%
54 2018 David B. Foss President and Chief Executive Officer 675.0K 2.50M 738.8K 5.0K 3.92M 63.80%
55 2018 Kevin D. Williams Treasurer and Chief Financial Officer 461.3K 1,000.0K 398.1K 5.0K 1.86M 53.64%
56 2018 Mark S. Forbis Executive Vice President and Chief Technology Officer 351.3K 450.0K 174.9K 5.0K 981.2K 45.86%
57 2018 Craig K. Morgan General Counsel and Secretary 277.5K 247.5K 93.8K 5.0K 623.8K 39.68%
58 2018 John F. Prim Former Executive Chairman of the Board 310.0K 5.0K 315.0K 0.00%
59 2017 David B. Foss President and Chief Executive Officer 600.0K 2.30M 500.0K 599.0K 5.0K 4.00M 69.93%
60 2017 Kevin D. Williams Treasurer and Chief Financial Officer 445.0K 900.0K 323.4K 5.0K 1.67M 53.78%
61 2017 John F. Prim Executive Chairman of the Board 542.5K 999.9K 5.0K 1.55M 64.62%
62 2017 John F. Prim Former Executive Chairman of the Board 542.5K 999.9K 5.0K 1.55M 64.62%
63 2017 Mark S. Forbis Executive Vice President and Chief Technology Officer 321.2K 75.0K 400.0K 142.8K 5.0K 944.0K 42.37%
64 2017 Mark S. Forbis Vice President and Chief Technology Officer 321.2K 75.0K 400.0K 142.8K 5.0K 944.0K 42.37%
65 2016 John F. Prim Executive Chairman of the Board 620.0K 2.70M 692.2K 5.0K 4.02M 67.21%
66 2016 John F. Prim Chief Executive Officer 620.0K 2.70M 692.2K 5.0K 4.02M 67.21%
67 2016 John F. Prim Former Executive Chairman of the Board 620.0K 2.70M 692.2K 5.0K 4.02M 67.21%
68 2016 David B. Foss President 493.9K 1.05M 442.2K 5.0K 1.99M 52.74%
69 2016 David B. Foss President and Chief Executive Officer 493.9K 1.05M 442.2K 5.0K 1.99M 52.74%
70 2016 Kevin D. Williams Treasurer and Chief Financial Officer 430.1K 750.0K 325.3K 5.0K 1.52M 49.33%
71 2016 Mark S. Forbis Vice President and Chief Technology Officer 307.4K 350.0K 171.2K 5.0K 833.7K 41.98%
72 2016 Mark S. Forbis Executive Vice President and Chief Technology Officer 307.4K 350.0K 171.2K 5.0K 833.7K 41.98%
73 2015 John F. Prim Chief Executive Officer 606.9K 2.70M 488.4K 5.0K 3.80M 71.05%
74 2015 John F. Prim Executive Chairman of the Board 606.9K 2.70M 488.4K 5.0K 3.80M 71.05%
75 2015 David B. Foss President 461.9K 950.0K 294.5K 5.0K 1.71M 55.51%
76 2015 David B. Foss President and Chief Executive Officer 461.9K 950.0K 294.5K 5.0K 1.71M 55.51%
77 2015 David B. Foss President 461.9K 950.0K 294.5K 5.0K 1.71M 55.51%
78 2015 Kevin D. Williams Treasurer and Chief Financial Officer 424.9K 750.0K 215.1K 5.0K 1.39M 53.77%
79 2015 Mark S. Forbis Vice President and Chief Technology Officer 294.3K 304.9K 116.3K 5.0K 720.5K 42.32%
80 2014 John F. Prim Chief Executive Officer 563.6K 2.50M 652.2K 5.0K 3.72M 67.19%
81 2014 Tony L. Wormington President 441.4K 874.9K 380.8K 5.0K 1.70M 51.40%
82 2014 Kevin D. Williams Treasurer and Chief Financial Officer 406.4K 700.0K 332.0K 5.0K 1.44M 48.50%
83 2014 Mark S. Forbis Vice President and Chief Technology Officer 274.9K 295.7K 89.8K 5.0K 665.4K 44.44%
84 2013 John F. Prim Chief Executive Officer 543.4K 2.34M 596.7K 5.0K 3.48M 67.10%
85 2013 Tony L. Wormington President 441.4K 817.3K 357.5K 5.0K 1.62M 50.41%
86 2013 Kevin D. Williams Treasurer and Chief Financial Officer 395.0K 653.8K 300.8K 5.0K 1.35M 48.27%
87 2013 Mark S. Forbis Vice President and Chief Technology Officer 265.2K 276.2K 78.3K 5.0K 624.8K 44.21%
88 2012 John F. Prim Chief Executive Officer 520.0K 2.58M 611.5K 5.0K 3.72M 69.46%
89 2012 John F. Prim Chairman and Chief Executive Officer 520.0K 611.5K 5.0K 3.72M 0.00%
90 2012 Tony L. Wormington President 428.5K 861.4K 327.5K 5.0K 1.62M 53.09%
91 2012 Kevin D. Williams Treasurer and Chief Financial Officer 386.3K 689.2K 295.3K 5.0K 1.38M 50.10%
92 2012 Mark S. Forbis Vice President and Chief Technology Officer 250.0K 284.3K 84.5K 5.0K 623.8K 45.57%
93 2012 Jerry D. Hall Executive Vice President 52.4K 2.6K 55.0K 0.00%
94 2011 John F. Prim Chairman and Chief Executive Officer 520.0K 655.0K 5.0K 3.21M 0.00%
95 2011 John F. Prim Chief Executive Officer 520.0K 2.03M 655.0K 5.0K 3.21M 63.24%
96 2011 Tony L. Wormington President 428.5K 473.0K 412.8K 5.0K 1.32M 35.86%
97 2011 Kevin D. Williams Treasurer and Chief Financial Officer 386.3K 426.4K 372.1K 5.0K 1.19M 35.84%
98 2011 Mark S. Forbis Vice President and Chief Technology Officer 250.0K 207.0K 92.4K 5.0K 554.4K 37.33%
99 2011 Jerry D. Hall Executive Vice President 52.4K 2.6K 55.0K 0.00%
100 2011 Jerry D. Hall Vice Chairman and Executive Vice President 52.4K 2.6K 55.0K 0.00%
101 2010 John F. Prim Chairman and Chief Executive Officer 495.7K 625.4K 5.0K 1.52M 0.00%
102 2010 John F. Prim Chief Executive Officer 495.7K 393.0K 625.4K 5.0K 1.52M 25.87%
103 2010 Tony L. Wormington President 408.5K 323.8K 394.1K 5.0K 1.13M 28.62%
104 2010 Kevin D. Williams Treasurer and Chief Financial Officer 368.2K 291.9K 355.3K 5.0K 1.02M 28.61%
105 2010 Mark S. Forbis Vice President and Chief Technology Officer 238.3K 141.6K 86.9K 5.0K 471.8K 30.02%
106 2010 Jerry D. Hall Vice Chairman and Executive Vice President 52.4K 3.8K 56.2K 0.00%
107 2009 John F. Prim Chief Executive Officer 507.8K 392.0K 5.0K 904.7K 43.33%
108 2009 Tony L. Wormington President 416.9K 323.0K 5.0K 744.9K 43.36%
109 2009 Kevin D. Williams Treasurer and Chief Financial Officer 377.6K 291.2K 5.0K 673.7K 43.22%
110 2009 Mark S. Forbis Vice President and Chief Technology Officer 241.1K 141.3K 5.0K 387.4K 36.48%
111 2009 Technology Officer 241.1K 141.3K 5.0K 387.4K 36.47%
112 2009 Jerry D. Hall Vice Chairman and Executive Vice President 102.0K 5.0K 107.0K 0.00%
113 2008 John F. Prim Chief Executive Officer 500.0K 480.6K 5.0K 985.6K 48.76%
114 2008 Tony L. Wormington President 416.0K 399.9K 5.0K 820.9K 48.71%
115 2008 Kevin D. Williams Treasurer and Chief Financial Officer 375.0K 360.5K 5.0K 740.5K 48.68%
116 2008 Mark S. Forbis Vice President and Chief 240.0K 173.0K 5.0K 418.0K 41.39%
117 2008 Mark S. Forbis Vice President and Chief Technology Officer 240.0K 173.0K 5.0K 418.0K 41.39%
118 2008 Jerry D. Hall Vice Chairman and Executive Vice President 102.4K 5.0K 107.4K 0.00%
119 2007 John F. Prim Chief Executive Officer 465.6K 187.2K 5.0K 657.8K 0.00%
120 2007 Tony L. Wormington President 414.7K 166.4K 5.0K 586.1K 0.00%
121 2007 Kevin D. Williams Treasurer and Chief Financial Officer 362.8K 145.6K 5.0K 513.4K 0.00%
122 2007 Chief Financial Officer 362.8K 145.6K 5.0K 513.4K 0.00%
123 2007 Technology Officer 218.3K 88.0K 5.0K 311.3K 0.00%
124 2007 Mark S. Forbis Vice President and Chief 218.3K 88.0K 5.0K 311.3K 0.00%
125 2007 Jerry D. Hall Vice Chairman and Executive Vice President 102.4K 5.0K 107.4K 0.00%
126 2007 Executive Vice President 102.4K 5.0K 107.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-10-21 DEFA14A
2025-10-02 DEFA14A
2025-10-02 DEF 14A
2025-09-22 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-30 SC 13G
2026-04-28 8-K
2026-03-27 SC 13G/A
2026-03-26 8-K
2026-02-13 SC 13G/A
2026-02-13 4
2026-02-06 10-Q
2026-02-03 8-K
2026-01-27 8-K

Executive team

NameTitleCompensationGender
Gregory R. Adelson Chief Executive Officer, President & Director 2M male
Mimi Carsley Chief Financial Officer & Treasurer 1M female
Shanon McLachlan Senior Vice President, Executive Officer & Chief Operating Officer 876.1K male
Craig Keith Morgan Chief Legal Officer & Secretary 870.0K male
Renee A. Swearingen Senior Vice President, Chief Accounting Officer & Assistant Treasurer female
Benjamin Metz Vice President and Chief Digital & Technology Officer male
Vance Sherard Vice President of Investor Relations male
Dennis McDonald Vice President & Chief Information and Security Officer male
Mark Folk Director of Corporate Communications
Michael Carnovali Chief Risk & Compliance Officer male
ESG Rating
B-
INFORMATION TECHNOLOGY SERVICES
2015
E (Environmental)
48.9 / 65.1
Company / Sector avg.
S (Social)
52.1 / 65.3
Company / Sector avg.
G (Governance)
63.2 / 67.4
Company / Sector avg.
ESG Total
54.7 / 65.9
Company / Sector avg.
ESG Score History INFORMATION TECHNOLOGY SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2024-05-03 2024-06-14 Tommy Tuberville AL Joint Sale (Full) $1,001 - $15,000
2024-04-05 2024-05-15 Tommy Tuberville AL Joint Purchase $1,001 - $15,000
2023-10-16 2023-11-16 Tommy Tuberville AL Joint Sale (Full) $1,001 - $15,000
2017-09-08 2017-10-06 Shelley Moore Capito WV Spouse Purchase $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-11-18 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-11-12 2025-12-15 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2025-07-16 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-07-10 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2023-12-28 2024-01-22 Jared Moskowitz FL23 Dependent Sale (Full) $1,001 - $15,000
2023-12-28 2024-08-21 Jared Moskowitz FL23 Sale (Full) $1,001 - $15,000
2023-12-28 2024-01-22 Jared Moskowitz FL23 Sale $1,001 - $15,000
2023-04-10 2023-05-19 Daniel Goldman NY10 Sale (Full) $1,001 - $15,000
2023-04-10 2023-05-19 Daniel Goldman NY10 Sale $1,001 - $15,000
2022-12-06 2023-01-03 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2020-12-18 2021-01-09 Dean Phillips MN03 Sale (Full) $1,001 - $15,000
2020-10-13 2020-11-09 Greg Gianforte MT00 Joint Sale (Partial) $1,001 - $15,000
2020-09-23 2020-10-09 Dean Phillips MN03 Purchase $1,001 - $15,000
2020-05-07 2020-05-12 Greg Gianforte MT00 Joint Purchase $100,001 - $250,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits