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The St. Joe Company (JOE)

USD60.97 +0.43 (+0.71%)
US NYSE Real Estate Real Estate - Diversified
Address 130 Richard Jackson Boulevard 32407
Panama City Beach, FL, US
CEO Jorge Luis Gonzalez
Website joe.com
IPO 1990-03-23
CIK 745308 ISIN US7901481009

Explore sections of this company profile

Description

The St. Joe Company, along with its affiliated entities, functions as a real estate development, asset management, and operational enterprise, primarily located in Northwest Florida. Its business activities are organized into three primary divisions: Residential, Hospitality, and Commercial. The Residential segment focuses on conceptualizing and constructing various-sized residential communities for either professional homebuilders or direct consumers. It mainly offers developed building lots and tracts of land, which may or may not be already entitled. Through its Hospitality segment, the company owns and operates diverse assets including an exclusive membership club, golf courses, beach facilities, retail outlets, marinas, and other entertainment venues. This division also manages hotels, food and beverage services, and beachfront vacation rentals, in addition to providing management services. The Commercial segment is involved in leasing various properties such as commercial spaces, multi-family units, a senior living community, and other assets. Furthermore, it undertakes the planning, development, entitlement, management, and sale of commercial land suitable for retail, office, hotel, senior living, multi-family, self-storage, and industrial applications. This segment also engages in the cultivation and sale of forestry products like pulpwood and sawtimber. A significant aspect of the company is its ownership of 170,000 acres of land throughout Northwest Florida. Founded in 1936, The St. Joe Company is headquartered in Panama City Beach, Florida.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD60.97 +0.43 (+0.71%)
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Volume Profile
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Liquidity & share structure
Average Volume
256.9K
Beta
1.29
Float Shares
56.60M
Free Float %
98.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.37% -1.56% -5.03% -8.51% +9.78% +8.15% +39.22% +50.23% +52.77% +284.03% +325.80%
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 (1 ratings, all time) Hold
Price Targets & DCF
Current price
60.97
Ratings Trend (MoM) 0% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
4.25
Safe zone
Piotroski F-Score
9 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✓ MOAT relativo ★ Strong MOAT
  • Revenue growth Real Estate - Diversified: +7.3%
    +27.5% Q1'26: +5.1% (vs Q1'25)
  • EPS growth Real Estate - Diversified: +24.5%
    +57.5% Q1'26: -20.0% (vs Q1'25)
  • FCF margin FCF growth · Real Estate - Diversified: +20.5%
    +32.0% Q1'26: +40.6% (vs Q1'25)
  • EBIT margin Real Estate - Diversified: +35.8%
    +45.2% Q1'26: +18.4% (vs Q1'25)
  • ROIC Real Estate - Diversified: +3.0%
    +16.7% Q1'26: +4.5% (vs Q1'25)
  • Share dilution Real Estate - Diversified: +0.0%
    -1.2% Q1'26: -1.3% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Real Estate - Diversified: 3.57×
    1.41× Q1'26: 4.75× (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 (1.31) × ERP
WACC = 91% × Ke + 10% × Kd (19.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 60.97
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2005
actual
Dec 2006
actual
Dec 2007
actual
Dec 2009
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
Revenue
938.19M
est: 919.80M (+2.0%)
748.19M
est: 1.10B (-32.0%)
377.04M
est: 684.41M (-44.9%)
138.26M
est: 57.67M (+139.7%)
145.29M
est: 90.98M (+59.7%)
139.40M
est: 157.69M (-11.6%)
131.20M
est: 72.73M (+80.4%)
701.90M
est: 82.90M (+746.7%)
103.90M
est: 99.00M (+4.9%)
95.70M
est: 95.00M (+0.7%)
98.80M
est: 86.10M (+14.8%)
110.30M
est: 99.00M (+11.4%)
127.09M
est: 95.00M (+33.8%)
160.56M
est: 86.10M (+86.5%)
267.00M
est: 91.40M (+192.1%)
252.30M
est: 102.60M (+145.9%)
389.29M
est: 120.99M (+221.7%)
86.10M
86.10M – 86.10M
-28.8% YoY
91.40M
91.40M – 91.40M
+6.2% YoY
102.60M
102.60M – 102.60M
+12.3% YoY
EBITDA
207.62M
est: 236.97M (-12.4%)
112.90M
est: 140.62M (-19.7%)
49.45M
est: 69.53M (-28.9%)
-191.17M
est: -212.26M (+9.9%)
-373.95M
est: -115.61M (-223.5%)
14.80M
est: 68.00M (-78.2%)
14.99M
est: 14.67M (+2.2%)
526.62M
est: 35.75M (+1,373.1%)
3.35M
est: 42.69M (-92.2%)
12.01M
est: 40.97M (-70.7%)
13.18M
est: 37.13M (-64.5%)
38.50M
est: 42.69M (-9.8%)
58.77M
est: 90.61M (-35.1%)
86.17M
est: 84.46M (+2.0%)
132.79M
est: 78.91M (+68.3%)
84.36M
est: 72.91M (+15.7%)
169.46M
est: 67.22M (+152.1%)
37.27M
37.27M – 37.27M
-44.6% YoY
39.56M
39.56M – 39.56M
+6.2% YoY
44.41M
44.41M – 44.41M
+12.3% YoY
EBIT
166.84M
est: 176.06M (-5.2%)
66.99M
est: 73.64M (-9.0%)
39.46M
est: 14.06M (+180.7%)
-203.98M
est: -242.74M (+16.0%)
-381.95M
est: -157.46M (-142.6%)
9.24M
est: 53.70M (-82.8%)
6.49M
est: 2.48M (+161.8%)
530.43M
est: 28.23M (+1,778.7%)
10.27M
est: 33.72M (-69.6%)
34.91M
est: 32.35M (+7.9%)
53.50M
est: 29.32M (+82.4%)
42.71M
est: 33.72M (+26.7%)
48.49M
est: 1.15M (+4,108.9%)
73.38M
est: -2.37M (+3,193.5%)
114.59M
est: -5.92M (+2,034.1%)
61.47M
est: -9.93M (+719.0%)
130.68M
est: -14.11M (+1,025.8%)
29.24M
29.24M – 29.24M
+307.2% YoY
31.04M
31.04M – 31.04M
+6.2% YoY
34.84M
34.84M – 34.84M
+12.3% YoY
Net Income
126.66M
est: 123.51M (+2.5%)
51.02M
est: 47.60M (+7.2%)
39.21M
est: 22.30M (+75.8%)
-130.02M
est: -148.44M (+12.4%)
-330.28M
est: -147.78M (-123.5%)
6.00M
est: 214.20M (-97.2%)
5.00M
est: 11.86M (-57.8%)
406.50M
est: 14.34B (-97.2%)
-1.70M
est: -583.5K (-191.4%)
15.90M
est: 8.75M (+81.7%)
59.50M
est: 14.59M (+307.9%)
32.40M
est: -583.5K (+5,653.0%)
26.78M
est: 48.69M (-45.0%)
45.20M
est: 44.25M (+2.1%)
74.55M
est: 40.22M (+85.4%)
70.93M
est: 35.45M (+100.1%)
77.71M
est: 30.77M (+152.5%)
14.41M
14.41M – 14.41M
-53.2% YoY
4.61M
4.61M – 4.61M
-68.0% YoY
— – —
-100.0% YoY
SGA
48.01M
est: 92.13M (-47.9%)
128.65M
est: 163.94M (-21.5%)
101.17M
est: 151.49M (-33.2%)
110.33M
est: 1.38M (+7,886.4%)
55.91M
est: 2.18M (+2,465.2%)
2.10M
est: 115.69M (-98.2%)
17.00M
est: 28.87M (-41.1%)
17.20M
est: 1.99M (+766.1%)
33.40M
est: 2.37M (+1,308.4%)
23.10M
est: 2.28M (+915.1%)
20.40M
est: 2.06M (+889.1%)
20.60M
est: 2.37M (+768.7%)
est: 59.62M (-100.0%)
est: 60.56M (-100.0%)
est: 62.15M (-100.0%)
14.40M
est: 63.37M (-77.3%)
est: 65.04M (-100.0%)
2.28M
2.28M – 2.28M
-96.5% YoY
2.42M
2.42M – 2.42M
+6.2% YoY
2.72M
2.72M – 2.72M
+12.3% YoY
EPS
1.69
est: 1.70 (-0.6%)
0.69
est: 1.03 (-32.7%)
0.53
est: 0.58 (-8.6%)
-1.42
est: -0.50 (-184.0%)
-3.58
est: -1.84 (-95.1%)
0.07
est: -0.10 (+170.0%)
0.05
est: 0.00 (+5,764,607,523,036,917,760.0%)
4.40
est: -0.37 (+1,289.2%)
-0.02
est: -0.01 (-94.0%)
0.21
est: 0.15 (+40.0%)
0.84
est: 0.25 (+236.0%)
0.52
est: -0.01 (+5,300.0%)
0.45
est: 0.15 (+200.0%)
0.77
est: 0.25 (+208.0%)
1.27
est: 0.08 (+1,487.5%)
1.21
est: -0.34 (+461.2%)
1.33
est: -0.35 (+480.0%)
0.25
0.25 – 0.25
+171.4% YoY
0.08
0.08 – 0.08
-68.0% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B 3/5 1/5 5/5 5/5 3/5 1/5 1/5
2026-05-08 B 3/5 1/5 5/5 5/5 3/5 1/5 1/5
2026-05-07 B 3/5 1/5 5/5 5/5 3/5 1/5 1/5
2026-05-06 B 3/5 1/5 5/5 5/5 3/5 1/5 1/5
2026-05-05 B 3/5 1/5 5/5 5/5 3/5 1/5 1/5
2026-05-04 B 3/5 1/5 5/5 5/5 3/5 1/5 1/5
2026-05-01 B- 3/5 1/5 5/5 5/5 2/5 1/5 1/5
2026-04-30 B- 2/5 1/5 5/5 5/5 1/5 1/5 1/5
2026-04-29 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-28 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-27 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-24 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-23 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-22 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-21 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-20 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-17 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5
2026-04-15 B 3/5 1/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
213.75M
OE per share TTM
3.70
Owner's Yield
5.71%
Maintenance CapEx ratio
9.63%
Maint CapEx / Avg PPE
13.5%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
75
Total invested
72.75M
Insider transactions (90d)
0
Beneficial owners (>5%)
15
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Bruce R. Berkowitz 26.83M 29.00% 24.60M 26.83M HC, IN United States of America 2010-02-16
2 Fairholme Capital Management, L.L.C. 26.83M 29.00% 24.60M 26.83M IA Delaware 2010-02-16
3 Fairholme Funds, Inc. 23.04M 24.90% 23.04M 23.04M IV Maryland 2010-02-16
4 EIN #75-3019302 12.23M 13.20% IA, HC Delaware 2011-02-14
5 Janus Contrarian Fund 8.79M 12.20% 8.79M 8.79M IV Massachusetts 2017-06-12
6 84-1521705 8.13M 8.80% IV Massachusetts 2011-02-14
7 BlackRock for purposes of Schedule 13G filings. 6.30M 6.82% 6.30M 6.30M HC Delaware 2010-01-29
8 (1) BlackRock, Inc. 5.31M 9.10% 5.27M 5.31M HC Delaware 2023-01-25
9 The Vanguard Group - 23-1945930 5.17M 8.78% 63.2K 5.08M 91.4K IA Pennsylvania For 2022-02-10
10 52-0556948 3.94M 6.60% 1.51M 3.94M IA Maryland 2022-02-14
11 Edward C. Johnson 3d 3.63M 3.93% 3.63M IN Delaware 2013-02-14
12 FMR LLC 3.63M 3.93% 3.63M HC Delaware 2013-02-14
13 Taube Hodson Stonex Partners LLP 3.42M 3.70% 3.42M 3.42M FI England 2012-01-19
14 Walleye Trading, LLC 30.1K 1.58% 55.6K 8.9K 3.46M 59.8K BD Pennsylvania 2018-02-12
15 Marsico Capital Management, LLC             84-1434992 88.00 0.00% 88.00 88.00 IA Delaware 2009-04-09

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
75
-227 vs prev Q
New positions
7
Closed positions
229
Increased
28
Reduced
19
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 FAIRHOLME CAPITAL MANAGEMENT LLC 19.42M -155.9K (-0.8%) 1.15B +184.4M (+19.0%) 33.58% -0.144 pp 80.43% +2.241 pp USD30.25 +96.3% 64 qtrs
2 BLACKROCK, INC. 6.00M +21.4K (+0.4%) 356.28M +60.4M (+20.4%) 10.37% +0.075 pp 0.01% +0.001 pp USD58.31 +1.8% 6 qtrs
3 VANGUARD GROUP INC 5.72M -241.9K (-4.1%) 339.44M +44.6M (+15.1%) 9.88% -0.380 pp 0.00% +0.001 pp USD33.59 +76.7% 84 qtrs
4 STATE STREET CORP 1.43M +21.3K (+1.5%) 84.93M +15.2M (+21.8%) 2.47% +0.046 pp 0.00% +0.000 pp USD31.08 +91.0% 51 qtrs
5 DIMENSIONAL FUND ADVISORS LP 1.36M -4.7K (-0.3%) 80.65M +13.2M (+19.6%) 2.35% +0.001 pp 0.02% +0.002 pp USD18.61 +219.0% 51 qtrs
6 SELECT EQUITY GROUP, L.P. 1.18M +157.9K (+15.4%) 70.14M +19.5M (+38.5%) 2.04% +0.280 pp 0.30% +0.094 pp USD50.60 +17.3% 3 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 995.0K +11.6K (+1.2%) 59.08M +10.4M (+21.4%) 1.72% +0.026 pp 0.00% +0.001 pp USD37.48 +58.4% 78 qtrs
8 CAPITAL RESEARCH GLOBAL INVESTORS 823.7K -106.5K (-11.5%) 48.90M +2.9M (+6.2%) 1.42% -0.178 pp 0.01% +0.000 pp USD47.17 +25.9% 4 qtrs
9 FMR LLC 668.5K -49.3K (-6.9%) 39.69M +4.2M (+11.7%) 1.16% -0.081 pp 0.00% +0.000 pp USD53.92 +10.1% 21 qtrs
10 PRAETORIAN PR LLC 660.0K +— (+0.0%) 39.18M +6.5M (+20.0%) 1.14% +0.004 pp 18.99% -0.640 pp USD41.82 +42.0% 12 qtrs
11 GAMCO INVESTORS, INC. ET AL 629.5K -4.9K (-0.8%) 37.37M +6.0M (+19.1%) 1.09% -0.004 pp 0.36% +0.054 pp USD18.90 +214.1% 64 qtrs
12 GABELLI FUNDS LLC 600.5K -12.5K (-2.0%) 35.65M +5.3M (+17.5%) 1.04% -0.018 pp 0.24% +0.036 pp USD23.02 +157.9% 64 qtrs
13 HORIZON KINETICS ASSET MANAGEMENT LLC 554.8K -892.0 (-0.2%) 32.94M +5.4M (+19.8%) 0.96% +0.002 pp 0.45% +0.110 pp USD46.78 +26.9% 20 qtrs
14 NITOR CAPITAL MANAGEMENT LLC 535.4K +535.4K (+100.0%) 31.79M +31.8M (+100.0%) 0.93% +0.926 pp 28.27% +28.269 pp USD59.37 +0.0% 1 qtrs NEW
15 VICTORY CAPITAL MANAGEMENT INC 429.4K +21.9K (+5.4%) 25.49M +5.3M (+26.4%) 0.74% +0.041 pp 0.01% +0.003 pp USD49.12 +20.9% 26 qtrs
16 NORTHERN TRUST CORP 412.4K -43.3K (-9.5%) 24.49M +1.9M (+8.6%) 0.71% -0.072 pp 0.00% +0.000 pp USD27.12 +118.9% 51 qtrs
17 MORGAN STANLEY 396.1K +30.2K (+8.3%) 23.52M +5.4M (+29.9%) 0.68% +0.055 pp 0.00% +0.000 pp USD42.42 +40.0% 51 qtrs
18 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 364.0K +3.0K (+0.8%) 21.61M +3.7M (+21.0%) 0.63% +0.008 pp 0.00% +0.001 pp USD34.56 +71.8% 67 qtrs
19 FRONT STREET CAPITAL MANAGEMENT, INC. 330.3K -5.4K (-1.6%) 19.61M +3.0M (+18.1%) 0.57% -0.007 pp 2.78% +0.221 pp USD16.42 +261.6% 39 qtrs
20 SCHWARTZ INVESTMENT COUNSEL INC 310.4K -25.0K (-7.5%) 18.43M +1.8M (+11.0%) 0.54% -0.041 pp 0.64% +0.087 pp USD41.93 +41.6% 15 qtrs
21 BANK OF NEW YORK MELLON CORP 310.1K -26.0K (-7.7%) 18.41M +1.8M (+10.7%) 0.54% -0.043 pp 0.00% +0.000 pp USD27.88 +112.9% 66 qtrs
22 DIVERSIFIED INVESTMENT STRATEGIES, LLC 274.0K -5.9K (-2.1%) 16.26M +2.4M (+17.5%) 0.47% -0.008 pp 10.66% +1.585 pp USD20.18 +194.2% 34 qtrs
23 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 253.5K -73.1K (-22.4%) 15.05M -1.1M (-6.9%) 0.44% -0.124 pp 0.01% 0.000 pp USD33.55 +77.0% 14 qtrs
24 BANK OF AMERICA CORP /DE/ 238.9K +24.9K (+11.6%) 14.19M +3.6M (+34.0%) 0.41% +0.044 pp 0.00% +0.000 pp USD39.86 +48.9% 52 qtrs
25 BERKLEY W R CORP 209.5K +— (+0.0%) 12.44M +2.1M (+20.0%) 0.36% +0.001 pp 0.59% -0.012 pp USD44.93 +32.1% 5 qtrs
26 PRINCIPAL FINANCIAL GROUP INC 190.4K -2.6K (-1.4%) 11.31M +1.8M (+18.4%) 0.33% -0.003 pp 0.01% +0.001 pp USD30.32 +95.8% 25 qtrs
27 GOLDMAN SACHS GROUP INC 189.2K -89.2K (-32.0%) 11.23M -2.5M (-18.5%) 0.33% -0.153 pp 0.00% 0.000 pp USD49.71 +19.4% 73 qtrs
28 AQR CAPITAL MANAGEMENT LLC 187.1K -22.1K (-10.6%) 11.11M +757.2K (+7.3%) 0.32% -0.037 pp 0.01% -0.001 pp USD47.87 +24.0% 22 qtrs
29 PUBLIC SECTOR PENSION INVESTMENT BOARD 175.0K +19.1K (+12.2%) 10.39M +2.7M (+34.7%) 0.30% +0.034 pp 0.03% +0.007 pp USD44.81 +32.5% 25 qtrs
30 INVESCO LTD. 169.2K +54.6K (+47.6%) 10.04M +4.4M (+77.2%) 0.29% +0.095 pp 0.00% +0.001 pp USD47.65 +24.6% 57 qtrs
31 RAYMOND JAMES FINANCIAL INC 162.4K +37.5K (+30.0%) 9.64M +3.5M (+56.0%) 0.28% +0.066 pp 0.00% +0.001 pp USD48.85 +21.5% 5 qtrs
32 JANUS HENDERSON GROUP PLC 139.9K +121.7K (+668.3%) 8.31M +7.4M (+822.1%) 0.24% +0.211 pp 0.00% +0.003 pp USD57.84 +2.6% 17 qtrs
33 RIVER ROAD ASSET MANAGEMENT, LLC 137.9K -45.7K (-24.9%) 8.19M -899.1K (-9.9%) 0.24% -0.078 pp 0.09% -0.012 pp USD47.67 +24.5% 18 qtrs
34 NUVEEN, LLC 131.9K -1.2K (-0.9%) 7.83M +1.2M (+18.9%) 0.23% -0.001 pp 0.00% +0.000 pp USD46.95 +26.5% 4 qtrs
35 TWO SIGMA INVESTMENTS, LP 128.4K +52.1K (+68.3%) 7.62M +3.8M (+101.9%) 0.22% +0.091 pp 0.01% +0.005 pp USD52.26 +13.6% 16 qtrs
36 LEGAL & GENERAL GROUP PLC 122.7K +16.8K (+15.9%) 7.28M +2.0M (+39.1%) 0.21% +0.030 pp 0.00% +0.000 pp USD37.54 +58.2% 46 qtrs
37 ALGERT GLOBAL LLC 103.7K -7.2K (-6.5%) 6.16M +671.0K (+12.2%) 0.18% -0.012 pp 0.10% +0.004 pp USD51.67 +14.9% 11 qtrs
38 RHUMBLINE ADVISERS 100.6K -6.8K (-6.3%) 5.97M +660.7K (+12.4%) 0.17% -0.011 pp 0.00% +0.001 pp USD27.46 +116.2% 55 qtrs
39 ACCORDANT ADVISORY GROUP INC 97.1K +16.0K (+19.8%) 5.76M +1.8M (+43.7%) 0.17% +0.028 pp 3.98% +1.249 pp USD51.68 +14.9% 8 qtrs
40 INTRINSIC VALUE PARTNERS, LLC 96.3K -6.7K (-6.5%) 5.72M +620.6K (+12.2%) 0.17% -0.011 pp 4.29% +0.161 pp USD52.05 +14.1% 17 qtrs
41 JPMORGAN CHASE & CO 92.8K -45.3K (-32.8%) 5.51M -1.3M (-19.4%) 0.16% -0.078 pp 0.00% 0.000 pp USD49.53 +19.9% 51 qtrs
42 MILLS WEALTH ADVISORS LLC 89.8K -279.0 (-0.3%) 5.33M +874.5K (+19.6%) 0.16% +0.000 pp 2.10% +0.289 pp USD47.20 +25.8% 4 qtrs
43 JANE STREET GROUP, LLC 89.1K +55.3K (+163.6%) 5.29M +3.6M (+216.3%) 0.15% +0.096 pp 0.00% +0.001 pp USD55.14 +7.7% 23 qtrs
44 POINT72 ASSET MANAGEMENT, L.P. 87.1K +78.6K (+920.8%) 5.17M +4.7M (+1,124.8%) 0.15% +0.136 pp 0.01% +0.005 pp USD58.40 +1.7% 5 qtrs
45 QUBE RESEARCH & TECHNOLOGIES LTD 83.2K -58.2K (-41.1%) 4.94M -2.1M (-29.4%) 0.14% -0.100 pp 0.01% -0.002 pp USD52.22 +13.7% 10 qtrs
46 ROYCE & ASSOCIATES LP 78.8K +— (+0.0%) 4.68M +779.3K (+20.0%) 0.14% +0.001 pp 0.05% +0.009 pp USD20.03 +196.4% 59 qtrs
47 JOURNEY ADVISORY GROUP, LLC 75.9K +701.0 (+0.9%) 4.51M +785.1K (+21.1%) 0.13% +0.002 pp 0.38% +0.103 pp USD47.06 +26.2% 4 qtrs
48 PRUDENTIAL FINANCIAL INC 75.3K +34.5K (+84.5%) 4.47M +2.4M (+121.3%) 0.13% +0.060 pp 0.01% +0.003 pp USD45.31 +31.0% 25 qtrs
49 HRT FINANCIAL LP 75.2K +67.6K (+890.9%) 4.47M +4.1M (+1,090.7%) 0.13% +0.117 pp 0.01% +0.013 pp USD57.96 +2.4% 9 qtrs
50 AMERICAN CENTURY COMPANIES INC 74.4K +13.6K (+22.4%) 4.42M +1.4M (+46.9%) 0.13% +0.024 pp 0.00% +0.001 pp USD50.17 +18.3% 6 qtrs
51 SWISS NATIONAL BANK 74.3K +900.0 (+1.2%) 4.41M +779.4K (+21.5%) 0.13% +0.002 pp 0.00% +0.001 pp USD29.10 +104.0% 51 qtrs
52 FOREST HILL CAPITAL, LLC 74.0K +— (+0.0%) 4.39M +731.9K (+20.0%) 0.13% +0.001 pp 2.25% +0.091 pp USD44.40 +33.7% 21 qtrs
53 AMERIPRISE FINANCIAL INC 73.6K -1.8K (-2.3%) 4.37M +640.8K (+17.2%) 0.13% -0.003 pp 0.00% +0.000 pp USD21.88 +171.3% 25 qtrs
54 WELLS FARGO & COMPANY/MN 68.9K +15.2K (+28.3%) 4.09M +1.4M (+53.9%) 0.12% +0.027 pp 0.00% +0.000 pp USD39.62 +49.8% 57 qtrs
55 UBS ASSET MANAGEMENT AMERICAS INC 66.4K -41.9K (-38.7%) 3.94M -1.4M (-26.4%) 0.11% -0.072 pp 0.00% 0.000 pp USD45.12 +31.6% 52 qtrs
56 RYE BROOK CAPITAL LLC 63.4K +— (+0.0%) 3.76M +627.0K (+20.0%) 0.11% +0.000 pp 3.52% +1.886 pp USD46.36 +28.1% 5 qtrs
57 BESSEMER GROUP INC 62.6K +53.9K (+625.8%) 3.72M +3.3M (+772.1%) 0.11% +0.093 pp 0.01% +0.005 pp USD57.13 +3.9% 20 qtrs
58 SUSQUEHANNA INTERNATIONAL GROUP, LLP 62.0K +19.7K (+46.6%) 3.68M +1.6M (+75.9%) 0.11% +0.034 pp 0.00% +0.000 pp USD53.23 +11.5% 51 qtrs
59 CITADEL ADVISORS LLC 61.6K +23.5K (+61.7%) 3.66M +1.8M (+94.0%) 0.11% +0.041 pp 0.00% +0.000 pp USD52.94 +12.1% 30 qtrs
60 BARCLAYS PLC 59.4K -5.6K (-8.6%) 3.53M -263.7K (-7.0%) 0.10% -0.009 pp 0.00% 0.000 pp USD53.72 +10.5% 51 qtrs
61 GREAT WEST LIFE ASSURANCE CO /CAN/ 52.4K -7.3K (-12.3%) 3.11M +164.0K (+5.6%) 0.09% -0.012 pp 0.01% +0.001 pp USD37.74 +57.3% 49 qtrs
62 ALLIANCEBERNSTEIN L.P. 51.1K +5.5K (+12.1%) 3.04M +777.9K (+34.4%) 0.09% +0.010 pp 0.00% +0.000 pp USD34.35 +72.8% 61 qtrs
63 DEUTSCHE BANK AG\ 50.4K +20.9K (+70.7%) 2.99M +1.5M (+104.8%) 0.09% +0.036 pp 0.00% +0.001 pp USD50.43 +17.7% 50 qtrs
64 MRAZ, AMERINE & ASSOCIATES, INC. 50.1K -420.0 (-0.8%) 2.98M +475.0K (+19.0%) 0.09% 0.000 pp 0.44% +0.053 pp USD30.74 +93.1% 30 qtrs
65 ROYAL BANK OF CANADA 50.1K +24.4K (+94.5%) 2.98M +1.7M (+133.2%) 0.09% +0.042 pp 0.00% +0.000 pp USD52.10 +14.0% 51 qtrs
66 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 48.8K +48.8K (+100.0%) 2.90M +2.9M (+100.0%) 0.08% +0.084 pp 0.00% +0.005 pp USD59.37 +0.0% 1 qtrs NEW
67 PRICE T ROWE ASSOCIATES INC /MD/ 45.6K +2.5K (+5.7%) 2.71M +574.0K (+26.9%) 0.08% +0.005 pp 0.00% +0.000 pp USD31.04 +91.3% 75 qtrs
68 RMR CAPITAL MANAGEMENT, LLC 43.5K +— (+0.0%) 2.58M +429.9K (+20.0%) 0.08% +0.000 pp 1.86% +0.355 pp USD59.11 +0.4% 9 qtrs
69 DAUNTLESS INVESTMENT GROUP, LLC 42.7K +13.5K (+46.2%) 2.54M +1.1M (+75.4%) 0.07% +0.024 pp 2.01% +1.110 pp USD50.77 +16.9% 5 qtrs
70 DARK FOREST CAPITAL MANAGEMENT LP 42.1K -10.5K (-20.0%) 2.50M -104.1K (-4.0%) 0.07% -0.018 pp 0.11% +0.036 pp USD47.04 +26.2% 4 qtrs
71 UBS GROUP AG 40.0K -58.6K (-59.4%) 2.37M -2.5M (-51.3%) 0.07% -0.101 pp 0.00% 0.000 pp USD46.10 +28.8% 45 qtrs
72 SG AMERICAS SECURITIES, LLC 38.9K +22.5K (+138.2%) 2.31M +1.5M (+185.9%) 0.07% +0.039 pp 0.00% +0.000 pp USD54.86 +8.2% 20 qtrs
73 RUSSELL INVESTMENTS GROUP, LTD. 38.2K -104.0 (-0.3%) 2.27M +372.9K (+19.7%) 0.07% +0.000 pp 0.00% +0.000 pp USD40.20 +47.7% 31 qtrs
74 STIFEL FINANCIAL CORP 38.2K +12.0 (+0.0%) 2.27M +378.6K (+20.0%) 0.07% +0.000 pp 0.00% +0.000 pp USD50.56 +17.4% 48 qtrs
75 VOLORIDGE INVESTMENT MANAGEMENT, LLC 37.7K -20.3K (-35.0%) 2.24M -632.3K (-22.0%) 0.07% -0.035 pp 0.01% -0.002 pp USD47.38 +25.3% 10 qtrs
76 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 35.5K -2.1K (-5.5%) 2.11M +249.4K (+13.4%) 0.06% -0.003 pp 0.00% +0.000 pp USD25.41 +133.6% 52 qtrs
77 FIRST TRUST ADVISORS LP 33.8K +6.7K (+24.5%) 2.01M +664.1K (+49.4%) 0.06% +0.012 pp 0.00% +0.001 pp USD50.16 +18.4% 31 qtrs
78 GATOR CAPITAL MANAGEMENT, LLC 32.6K +32.6K (+100.0%) 1.93M +1.9M (+100.0%) 0.06% +0.056 pp 0.39% +0.392 pp USD59.37 +0.0% 1 qtrs NEW
79 ANNEX ADVISORY SERVICES, LLC 32.2K -735.0 (-2.2%) 1.91M +281.9K (+17.3%) 0.06% -0.001 pp 0.04% +0.002 pp USD51.57 +15.1% 11 qtrs
80 TWO SIGMA ADVISERS, LP 31.7K +5.0K (+18.7%) 1.88M +560.9K (+42.5%) 0.05% +0.009 pp 0.00% +0.001 pp USD49.14 +20.8% 4 qtrs
81 EXODUSPOINT CAPITAL MANAGEMENT, LP 31.6K +18.5K (+142.1%) 1.88M +1.2M (+190.5%) 0.05% +0.032 pp 0.01% +0.008 pp USD55.29 +7.4% 2 qtrs
82 IEQ CAPITAL, LLC 31.2K -5.1K (-14.0%) 1.85M +56.4K (+3.1%) 0.05% -0.009 pp 0.01% +0.000 pp USD47.68 +24.5% 4 qtrs
83 BLACKHAWK CAPITAL PARTNERS LLC. 30.5K -480.0 (-1.5%) 1.81M +278.2K (+18.1%) 0.05% -0.001 pp 0.68% +0.084 pp USD49.48 +20.0% 2 qtrs
84 WEISS ASSET MANAGEMENT LP 30.1K +30.1K (+100.0%) 1.78M +1.8M (+100.0%) 0.05% +0.052 pp 0.03% +0.025 pp USD59.37 +0.0% 1 qtrs NEW
85 INSTITUTE FOR WEALTH MANAGEMENT, LLC. 29.5K -1.1K (-3.5%) 1.75M +239.1K (+15.8%) 0.05% -0.002 pp 0.19% +0.028 pp USD50.51 +17.5% 13 qtrs
86 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 28.9K +19.1K (+194.8%) 1.71M +1.2M (+253.7%) 0.05% +0.033 pp 0.00% +0.002 pp USD50.39 +17.8% 51 qtrs
87 CREATIVE PLANNING 28.6K +10.9K (+61.4%) 1.70M +822.0K (+93.6%) 0.05% +0.019 pp 0.00% +0.001 pp USD52.38 +13.3% 11 qtrs
88 LAZARD ASSET MANAGEMENT LLC 28.1K +1.0K (+3.8%) 1.67M +328.2K (+24.5%) 0.05% +0.002 pp 0.00% +0.001 pp USD49.71 +19.4% 10 qtrs
89 HORIZON INVESTMENTS, LLC 27.8K +27.8K (+100.0%) 1.65M +1.7M (+100.0%) 0.05% +0.048 pp 0.02% +0.021 pp USD59.37 +0.0% 3 qtrs
90 THRIVENT FINANCIAL FOR LUTHERANS 27.4K -1.4K (-5.0%) 1.63M +199.0K (+14.0%) 0.05% -0.002 pp 0.00% +0.000 pp USD23.89 +148.5% 30 qtrs
91 COVESTOR LTD 25.4K +1.7K (+7.2%) 1.51M +336.0K (+28.6%) 0.04% +0.003 pp 0.79% +0.144 pp USD54.78 +8.4% 17 qtrs
92 RBF CAPITAL, LLC 25.0K +— (+0.0%) 1.48M +247.3K (+20.0%) 0.04% +0.000 pp 0.07% +0.011 pp USD42.24 +40.6% 13 qtrs
93 NEWEDGE ADVISORS, LLC 24.3K +17.0K (+233.8%) 1.44M +1.1M (+300.5%) 0.04% +0.030 pp 0.01% +0.004 pp USD56.31 +5.4% 21 qtrs
94 HOLT CAPITAL ADVISORS, L.L.C. DBA HOLT CAPITAL PARTNERS, L.P. 24.1K +8.1K (+50.7%) 1.43M +638.8K (+80.9%) 0.04% +0.014 pp 0.19% +0.065 pp USD50.47 +17.6% 49 qtrs
95 KERRISDALE ADVISERS, LLC 24.0K +— (+0.0%) 1.42M +237.3K (+20.0%) 0.04% +0.000 pp 0.67% +0.055 pp USD38.65 +53.6% 13 qtrs
96 STATE OF ALASKA, DEPARTMENT OF REVENUE 23.6K +326.0 (+1.4%) 1.40M +250.0K (+21.7%) 0.04% +0.001 pp 0.01% +0.003 pp USD27.40 +116.7% 25 qtrs
97 WINTON GROUP LTD 22.5K +1.1K (+5.2%) 1.33M +276.8K (+26.2%) 0.04% +0.002 pp 0.05% +0.007 pp USD49.96 +18.8% 10 qtrs
98 ILLINOIS MUNICIPAL RETIREMENT FUND 21.7K +1.8K (+9.3%) 1.29M +305.9K (+31.1%) 0.04% +0.003 pp 0.02% +0.004 pp USD53.73 +10.5% 10 qtrs
99 PROSPERA FINANCIAL SERVICES INC 21.5K -24.8K (-53.6%) 1.27M -1.0M (-44.3%) 0.04% -0.043 pp 0.02% -0.018 pp USD47.70 +24.5% 3 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 143 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Horizon Kinetics Inflation Beneficiaries ETF INFL 1.17% 17.16M 0.85%
2 Abacus FCF Real Assets Leaders ETF ABLD 1.10% 910.3K 0.39%
3 First Trust SMID Capital Strength ETF FSCS 0.88% 503.9K 0.60%
4 Invesco S&P SmallCap 600 Revenue ETF RZG 0.76% 1.09M 0.35%
5 Invesco S&P SmallCap Momentum ETF XSMO 0.59% 18.05M 0.36%
6 OneAscent Small Cap Core ETF OASC 0.57% 486.0K 0.64%
7 Invesco S&P SmallCap Financials ETF PSCF 0.52% 140.9K 0.29%
8 WisdomTree U.S. SmallCap Quality Dividend Growth Fund DGRS 0.50% 1.99M 0.38%
9 Invesco Russell 2000 Dynamic Multifactor ETF OMFS 0.40% 1.14M 0.39%
10 Vident U.S. Equity Strategy ETF VUSE 0.35% 2.32M 0.50%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.21
Bearish
Ratio by volume
0.11
Bearish
Buys
4
Sells
19
Shares acquired
20.4K
Shares disposed
181.8K
Cash buys
Cash sales
10.00
Net activity
-161,410
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-17 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 21,100 72.22 1.52M 16,073,624 D
2026-03-04 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 1,400 73.50 102.9K 16,094,724 D
2026-03-03 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 8,800 73.14 643.6K 16,096,124 D
2026-03-02 WALTERS Elizabeth J Officer A-Award A Common Stock 3,075 0.00 18,983 D
2026-03-02 Gonzalez Jorge Luis Director / Officer A-Award A Common Stock 11,126 0.00 77,883 D
2026-03-02 GOFF RHEA Director / Officer A-Award A Common Stock 2,494 0.00 11,558 D
2026-03-02 Bakun Marek Officer A-Award A Common Stock 3,702 0.00 24,995 D
2026-03-02 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 11,200 72.64 813.6K 16,104,924 D
2026-02-27 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 19,000 71.85 1.37M 16,116,124 D
2026-02-25 WALTERS Elizabeth J Officer F-InKind D Common Stock 187 68.92 12.9K 15,908 D
2026-02-25 GOFF RHEA Director / Officer F-InKind D Common Stock 141 68.92 9.7K 9,064 D
2026-02-25 Bakun Marek Officer F-InKind D Common Stock 225 68.92 15.5K 21,293 D
2026-02-23 WALTERS Elizabeth J Officer F-InKind D Common Stock 359 69.33 24.9K 16,095 D
2026-02-23 GOFF RHEA Director / Officer F-InKind D Common Stock 305 69.33 21.1K 9,205 D
2026-02-23 Bakun Marek Officer F-InKind D Common Stock 398 69.33 27.6K 21,518 D
2026-02-20 WALTERS Elizabeth J Officer F-InKind D Common Stock 370 71.52 26.5K 16,454 D
2026-02-20 GOFF RHEA Director / Officer F-InKind D Common Stock 277 71.52 19.8K 9,510 D
2026-02-20 Bakun Marek Officer F-InKind D Common Stock 445 71.52 31.8K 21,916 D
2026-02-20 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 1,000 71.51 71.5K 16,135,124 D
2026-02-19 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 3,900 71.01 276.9K 16,136,124 D
2026-02-18 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 11,100 71.27 791.1K 16,140,024 D
2026-01-16 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 13,900 65.50 910.5K 16,151,124 D
2026-01-15 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 87,700 65.51 5.75M 16,165,024 D
2025-12-17 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 6,100 62.00 378.2K 16,252,724 D
2025-12-16 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 6,800 62.18 422.8K 16,258,824 D
2025-12-15 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 59,000 62.37 3.68M 16,265,624 D
2025-09-05 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 104,100 51.08 5.32M 16,324,624 D
2025-08-28 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 25,300 51.00 1.29M 16,428,724 D
2025-08-22 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 81,000 50.46 4.09M 16,454,024 D
2025-08-19 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 29,000 50.17 1.45M 16,535,024 D
2025-08-15 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 26,000 50.31 1.31M 16,564,024 D
2025-08-14 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 44,000 50.72 2.23M 16,590,024 D
2025-08-13 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 167,500 51.44 8.62M 16,634,024 D
2025-08-12 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 139,100 50.57 7.03M 16,801,524 D
2025-07-22 Franklin Elizabeth Dantin Director Common Stock 0 0.00 582 I
2025-03-20 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 2,900 47.01 136.3K 16,940,624 D
2025-03-19 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 57,200 47.00 2.69M 16,943,524 D
2025-03-18 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 160,300 47.00 7.53M 17,000,724 D
2025-03-10 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 1,500 47.16 70.7K 17,161,024 D
2025-03-07 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 95,700 47.11 4.51M 17,162,524 D
2025-03-06 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 51,900 47.06 2.44M 17,258,224 D
2025-03-05 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 41,100 47.06 1.93M 17,310,124 D
2025-02-25 WALTERS Elizabeth J Officer A-Award A COMMON STOCK 2,302 0.00 16,824 D
2025-02-25 Gonzalez Jorge Luis Director / Officer A-Award A COMMON STOCK 3,332 0.00 63,425 D
2025-02-25 GOFF RHEA Director / Officer A-Award A COMMON STOCK 1,750 0.00 9,787 D
2025-02-25 Bakun Marek Officer A-Award A COMMON STOCK 2,771 0.00 22,361 D
2024-12-20 GOFF RHEA Officer A-Award A COMMON STOCK 2,793 0.00 8,037
2024-11-07 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 45,400 53.27 2.42M 17,351,224 D
2024-11-06 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 343,400 53.45 18.35M 17,396,624 D
2024-11-05 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 30,000 51.96 1.56M 17,740,024 D
2024-11-04 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 15,000 50.89 763.4K 17,770,024 D
2024-10-30 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 11,000 53.12 584.3K 17,785,024 D
2024-10-29 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 1,800 53.05 95.5K 17,796,024 D
2024-10-28 BERKOWITZ BRUCE R 10% Owner S-Sale D Common Stock 80,000 53.14 4.25M 17,797,824 D
2024-10-25 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,695 53.05 89.9K 60,093 D
2024-08-27 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 1,100 60.00 66.0K 17,877,824
2024-08-26 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 97,200 60.34 5.87M 17,878,924
2024-08-23 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 54,100 60.39 3.27M 17,976,124
2024-08-01 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 700 62.12 43.5K 18,030,224
2024-07-31 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 51,600 62.28 3.21M 18,030,924
2024-07-30 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 90,000 62.36 5.61M 18,082,524
2024-07-29 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 28,100 62.98 1.77M 18,172,524
2024-07-26 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 54,000 63.76 3.44M 18,200,624
2024-05-22 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 400 58.01 23.2K 18,254,624
2024-05-21 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 33,900 58.02 1.97M 18,255,024
2024-05-20 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 65,500 58.25 3.82M 18,288,924
2024-05-17 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 81,300 58.34 4.74M 18,354,424
2024-05-16 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 49,800 58.43 2.91M 18,435,724
2024-05-15 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 302,600 58.35 17.66M 18,485,524
2024-05-07 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 342,900 58.29 19.99M 18,788,124
2024-05-06 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 36,600 58.96 2.16M 19,131,024
2024-05-03 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 57,000 58.26 3.32M 19,167,624
2024-04-29 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 2,600 59.05 153.5K 19,224,624
2024-04-26 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 1,500 59.19 88.8K 19,227,224
2024-03-04 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 7,300 54.28 396.2K 19,228,724
2024-03-01 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 88,700 54.03 4.79M 19,236,024
2024-02-29 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 2,700 54.05 145.9K 19,324,724
2024-02-28 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 3,100 54.04 167.5K 19,327,424
2024-02-27 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 56,500 54.05 3.05M 19,330,524
2024-02-26 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 3,200 54.85 175.5K 19,387,024
2024-02-23 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 4,500 55.38 249.2K 19,390,224
2024-02-20 WALTERS Elizabeth J Officer A-Award A COMMON STOCK 3,743 0.00 14,552
2024-02-20 Gonzalez Jorge Luis Director / Officer A-Award A COMMON STOCK 5,418 0.00 52,980
2024-02-20 GOFF RHEA Officer A-Award A COMMON STOCK 2,793 0.00 8,037
2024-02-20 Bakun Marek Officer A-Award A COMMON STOCK 4,506 0.00 19,590
2023-08-31 BERKOWITZ BRUCE R Director / 10% Owner J-Other D Common Stock 348,267 0.00 19,394,724
2023-08-17 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 2,900 61.02 177.0K 19,742,991
2023-08-16 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 30,900 61.15 1.89M 19,745,891
2023-08-15 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 31,200 61.11 1.91M 19,776,791
2023-08-14 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 50,200 62.23 3.12M 19,807,991
2023-08-11 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 44,400 62.95 2.79M 19,858,191
2023-08-10 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 41,400 62.39 2.58M 19,902,591
2023-08-09 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 38,500 63.13 2.43M 19,943,991
2023-08-08 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 66,200 62.58 4.14M 19,982,491
2023-08-07 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 46,900 61.57 2.89M 20,048,691
2023-08-04 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 100,700 60.72 6.11M 20,095,591
2023-08-03 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 72,300 61.16 4.42M 20,196,291
2023-08-02 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 96,200 62.38 6.00M 20,268,591
2023-08-01 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 103,500 62.88 6.51M 20,364,791
2023-07-31 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 118,500 63.82 7.56M 20,468,291
2023-07-28 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 185,000 64.95 12.02M 20,586,791
2023-06-14 Gonzalez Jorge Luis Director / Officer P-Purchase A COMMON STOCK 1,200 45.49 54.6K 47,562
2023-06-08 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 56,300 46.08 2.59M 20,771,791
2023-06-07 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 67,800 46.52 3.15M 20,828,091
2023-06-06 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 33,000 46.14 1.52M 20,895,891
2023-06-05 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 16,600 46.01 763.8K 20,928,891
2023-06-02 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 183,000 46.39 8.49M 20,945,491
2023-06-01 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 4,300 46.66 200.6K 21,128,491
2023-02-28 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 4,800 43.09 206.8K 21,132,791
2023-02-27 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 1,200 43.11 51.7K 21,137,591
2023-02-24 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 131,000 43.54 5.70M 21,138,791
2023-02-21 WALTERS Elizabeth J Officer A-Award A COMMON STOCK 4,160 0.00 10,779
2023-02-21 Gonzalez Jorge Luis Director / Officer A-Award A COMMON STOCK 5,760 0.00 46,362
2023-02-21 GOFF RHEA Officer A-Award A COMMON STOCK 3,104 0.00 5,244
2023-02-21 Bakun Marek Officer A-Award A COMMON STOCK 4,919 0.00 15,084
2022-06-14 Gonzalez Jorge Luis Officer P-Purchase A COMMON STOCK 1,200 41.32 49.6K 34,842
2022-05-12 Gonzalez Jorge Luis Officer P-Purchase A Common Stock 1,000 46.15 46.2K 33,642
2022-05-05 Gonzalez Jorge Luis Officer P-Purchase A COMMON STOCK 1,000 50.71 50.7K 32,642
2022-05-05 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 500 52.13 26.1K 21,269,791
2022-05-04 FAIRHOLME FUNDS INC Director S-Sale D Common Stock 100,000 52.68 5.27M 21,270,291
2022-05-04 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 100,000 52.68 5.27M 21,270,291
2022-05-03 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 27,800 52.35 1.46M 21,370,291
2022-04-29 FAIRHOLME FUNDS INC Director S-Sale D Common Stock 18,500 55.00 1.02M 21,398,091
2022-04-29 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 18,500 55.00 1.02M 21,398,091
2022-04-08 Gonzalez Jorge Luis Officer A-Award A COMMON STOCK 4,361 0.00 31,642
2022-03-17 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 10,300 53.53 551.4K 21,416,591
2022-03-16 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 6,700 53.61 359.2K 21,426,891
2022-03-15 FAIRHOLME FUNDS INC Director S-Sale D Common Stock 10,300 53.53 551.4K 21,416,591
2022-03-15 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 1,100 53.50 58.9K 21,433,591
2022-03-11 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 15,400 54.09 833.0K 21,434,691
2022-03-10 FAIRHOLME FUNDS INC Director S-Sale D Common Stock 15,400 54.09 833.0K 21,434,691
2022-03-10 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 68,600 54.45 3.74M 21,450,091
2022-03-09 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 71,600 55.64 3.98M 21,518,691
2022-03-08 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 61,400 54.98 3.38M 21,590,291
2022-03-07 FAIRHOLME FUNDS INC Director S-Sale D Common Stock 71,600 55.64 3.98M 21,518,691
2022-03-07 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 8,500 56.37 479.1K 21,651,691
2022-03-04 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 95,700 57.23 5.48M 21,660,191
2022-03-03 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 60,900 57.28 3.49M 21,755,891
2022-03-02 FAIRHOLME FUNDS INC Director S-Sale D Common Stock 70,700 57.26 4.05M 21,816,791
2022-03-02 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 70,700 57.26 4.05M 21,816,791
2022-02-22 WALTERS Elizabeth J Officer A-Award A COMMON STOCK 3,756 0.00 6,619
2022-02-22 Gonzalez Jorge Luis Director / Officer A-Award A COMMON STOCK 5,201 0.00 27,281
2022-02-22 GOFF RHEA Officer A-Award A COMMON STOCK 2,140 0.00 2,140
2022-02-22 Bakun Marek Officer A-Award A COMMON STOCK 4,441 0.00 10,165
2021-05-12 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,000 41.79 41.8K 22,080
2021-03-12 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 18,500 50.00 925.0K 21,887,491
2021-03-11 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 140,500 50.05 7.03M 21,905,991
2021-03-10 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 45,900 50.03 2.30M 22,046,491
2021-03-03 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 390,800 50.58 19.77M 22,092,391
2021-03-02 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 3,000 50.28 150.8K 22,483,191
2021-03-01 BERKOWITZ BRUCE R Director / 10% Owner S-Sale D Common Stock 70,100 50.89 3.57M 22,486,191
2020-03-16 Bakun Marek Officer P-Purchase A Common Stock 1,100 17.90 19.7K 5,724
2020-03-13 WALTERS Elizabeth J Officer P-Purchase A Common Stock 1,425 17.35 24.7K 2,863
2020-03-13 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,400 17.20 24.1K 21,080
2019-08-28 BERKOWITZ BRUCE R Director / 10% Owner J-Other D Common Stock 522,663 0.00 22,634,772
2019-08-08 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,430 17.34 24.8K 19,680
2019-07-01 MURPHY THOMAS P JR Director A-Award A Common Stock 2,854 0.00 34,116
2019-07-01 Hunt James S Director A-Award A Common Stock 2,854 0.00 5,521
2019-06-04 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,350 15.90 21.5K 18,250
2019-05-24 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,200 16.32 19.6K 16,900
2019-05-20 GOFF RHEA Officer 0 0.00 0
2019-05-06 WALTERS Elizabeth J Officer P-Purchase A Common Stock 1,438 17.13 24.6K 1,438
2019-05-06 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,400 17.46 24.4K 15,700
2019-05-06 Bakun Marek Officer P-Purchase A Common Stock 1,000 17.44 17.4K 4,624
2018-11-21 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,700 14.59 24.8K 14,300
2018-09-11 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,515 16.35 24.8K 12,600
2018-08-27 WALTERS Elizabeth J Officer I Common Stock 0 0.00 685
2018-08-03 Bakun Marek Officer P-Purchase A Common Stock 1,000 18.00 18.0K 3,624
2018-07-02 MURPHY THOMAS P JR Director A-Award A Common Stock 2,778 0.00 31,262
2018-05-02 FRANK HOWARD S Director P-Purchase A Common Stock 10,000 17.50 175.0K 30,000
2018-04-30 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 2,920 17.00 49.6K 11,085
2018-04-27 Borick Kenneth Officer P-Purchase A Common Stock 1,000 16.77 16.8K 15,302
2018-04-27 Bakun Marek Officer P-Purchase A Common Stock 588 16.79 9.9K 2,624
2018-03-16 ALVAREZ CESAR L Director P-Purchase A Common Stock 700 19.55 13.7K 4,700
2018-03-15 Murphy Patrick Wayne Officer F-InKind D Common Stock 538 19.32 10.4K 1,274
2018-03-15 Gonzalez Jorge Luis Director / Officer F-InKind D Common Stock 2,303 19.32 44.5K 8,165
2018-03-15 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 5,300 19.40 102.8K 719,600
2018-03-15 Borick Kenneth Officer P-Purchase A Common Stock 3,106 19.32 60.0K 15,223
2018-03-15 Bakun Marek Officer P-Purchase A Common Stock 1,036 19.32 20.0K 2,036
2018-03-12 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 6,500 19.45 126.4K 714,300
2018-03-12 ALVAREZ CESAR L Director P-Purchase A Common Stock 300 19.45 5.8K 4,000
2018-03-09 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 6,500 19.00 123.5K 707,800
2018-03-09 ALVAREZ CESAR L Director P-Purchase A Common Stock 400 19.00 7.6K 3,700
2018-03-08 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 9,700 18.99 184.2K 701,300
2018-03-08 ALVAREZ CESAR L Director P-Purchase A Common Stock 500 18.99 9.5K 3,300
2018-03-07 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 16,000 19.00 304.0K 691,600
2018-03-07 ALVAREZ CESAR L Director P-Purchase A Common Stock 2,800 19.00 53.2K 2,800
2018-03-06 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 32,300 18.95 612.1K 675,600
2017-12-13 FRANK HOWARD S Director P-Purchase A Common Stock 20,000 18.98 379.5K 20,000
2017-12-12 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 81,100 18.73 1.52M 643,300
2017-12-11 Gonzalez Jorge Luis Director / Officer P-Purchase A Common Stock 1,300 18.60 24.2K 2,704
2017-12-08 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 15,700 18.50 290.5K 562,200
2017-12-06 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 44,800 18.49 828.4K 546,500
2017-12-05 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 44,700 18.49 826.5K 456,200
2017-12-04 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 6,100 18.50 112.9K 452,300
2017-12-01 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 47,000 18.44 866.7K 446,200
2017-11-29 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 47,200 18.75 885.0K 399,200
2017-11-27 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 110,500 19.00 2.10M 352,000
2017-11-22 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 39,000 18.99 740.6K 263,800
2017-11-20 FAIRHOLME CAPITAL MANAGEMENT LLC Director / 10% Owner P-Purchase A Common Stock 50,000 18.67 933.5K 224,800

Executive team

Top executives
EBIT / Employee
269.0K
Shares Outstanding
57.41M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Jorge L. Gonzalez President, Chief Executive Officer and Chairman of the Board 611.7K 924.3K 308.1K 13.7K 1.86M 16.59%
2 2025 Marek Bakun EVP and Chief Financial Officer 508.7K 563.7K 128.1K 13.6K 1.21M 10.55%
3 2025 Elizabeth J. Walters SVP, Chief Legal Officer and Corporate Secretary 422.6K 404.4K 106.4K 3.1K 936.5K 11.37%
4 2025 Rhea Goff SVP and Chief Administrative Officer 320.4K 307.5K 80.9K 2.5K 711.3K 11.38%
5 2024 Jorge L. Gonzalez President, Chief Executive Officer and Chairman of the Board 572.1K 586.8K 586.9K 608.00 1.75M 33.60%
6 2024 Marek Bakun EVP and Chief Financial Officer 478.0K 390.4K 244.0K 14.4K 1.13M 21.66%
7 2024 Elizabeth J. Walters SVP, Chief Legal Officer and Corporate Secretary 398.3K 283.8K 202.7K 14.4K 899.2K 22.54%
8 2024 Rhea Goff SVP and Chief Administrative Officer 297.2K 211.8K 151.3K 11.1K 671.3K 22.53%
9 2023 Jorge L. Gonzalez President and CEO 505.6K 765.5K 510.3K 684.00 1.78M 28.64%
10 2023 Jorge L. Gonzalez President, Chief Executive Officer and Chairman of the Board 505.6K 765.5K 510.3K 684.00 1.78M 28.64%
11 2023 Marek Bakun EVP and Chief Financial Officer 431.8K 435.8K 217.9K 11.9K 1.10M 19.86%
12 2023 Elizabeth J. Walters SVP, Chief Legal Officer and Corporate Secretary 365.2K 331.7K 184.3K 11.6K 892.8K 20.64%
13 2023 Rhea Goff SVP and Chief Administrative Officer 260.6K 220.0K 137.5K 12.4K 630.5K 21.81%
14 2022 Jorge L. Gonzalez President, Chief Executive Officer and Chairman of the Board 480.5K 792.0K 486.1K 684.00 1.76M 27.63%
15 2022 Jorge L. Gonzalez President and CEO 480.5K 792.0K 486.1K 684.00 1.76M 27.63%
16 2022 Marek Bakun EVP and Chief Financial Officer 410.4K 373.5K 207.5K 12.9K 1.00M 20.66%
17 2022 Marek Bakun EVP, Chief Financial Officer and Chief Accounting Officer 410.4K 373.5K 207.5K 12.9K 1.00M 20.66%
18 2022 Elizabeth J. Walters SVP, Chief Legal Officer and Corporate Secretary 347.0K 245.7K 175.5K 12.9K 781.1K 22.47%
19 2022 Rhea Goff SVP, Chief Administrative Officer 196.3K 140.0K 100.0K 12.7K 449.0K 22.27%
20 2022 Rhea Goff SVP and Chief Administrative Officer 196.3K 140.0K 100.0K 12.7K 449.0K 22.27%
21 2021 Jorge L. Gonzalez President and CEO 445.8K 880.0K 57.7K 1.38M 0.00%
22 2021 Marek Bakun EVP, Chief Financial Officer and Chief Accounting Officer 382.6K 423.5K 64.4K 870.5K 0.00%
23 2021 Marek Bakun EVP and Chief Financial Officer 382.6K 423.5K 64.4K 870.5K 0.00%
24 2021 Elizabeth J. Walters SVP, General Counsel and Corporate Secretary 323.7K 260.0K 63.8K 647.5K 0.00%
25 2021 Elizabeth J. Walters SVP, Chief Legal Officer and Corporate Secretary 323.7K 260.0K 63.8K 647.5K 0.00%
26 2021 Rhea Goff SVP, Chief Administrative Officer 174.9K 140.8K 48.4K 364.1K 0.00%
27 2021 Rhea Goff SVP and Chief Administrative Officer 174.9K 140.8K 48.4K 364.1K 0.00%
28 2020 Jorge Gonzalez President and Chief Executive Officer 380.8K 800.0K 57.6K 1.24M 0.00%
29 2020 Jorge L. Gonzalez President and CEO 380.8K 800.0K 57.6K 1.24M 0.00%
30 2020 Marek Bakun EVP, Chief Financial Officer and Chief Accounting Officer 351.3K 385.0K 57.6K 794.0K 0.00%
31 2020 Marek Bakun EVP and Chief Financial Officer 351.3K 385.0K 57.6K 794.0K 0.00%
32 2020 Elizabeth J. Walters SVP, General Counsel 301.2K 240.0K 57.6K 598.8K 0.00%
33 2020 Elizabeth J. Walters SVP, Chief Legal Officer and Corporate Secretary 301.2K 240.0K 57.6K 598.8K 0.00%
34 2020 Elizabeth J. Walters SVP, General Counsel and Corporate Secretary 301.2K 240.0K 57.6K 598.8K 0.00%
35 2020 Rhea Goff SVP, Chief Administrative Officer 153.9K 100.0K 45.0K 298.9K 0.00%
36 2019 Jorge Gonzalez President and Chief Executive Officer 400.0K 585.0K 56.6K 1.04M 0.00%
37 2019 Jorge L. Gonzalez President and CEO 400.0K 585.0K 56.6K 1.04M 0.00%
38 2019 Marek Bakun EVP, Chief Financial Officer and Chief Accounting Officer 350.0K 325.0K 56.6K 731.6K 0.00%
39 2019 Marek Bakun EVP and Chief Financial Officer 350.0K 325.0K 56.6K 731.6K 0.00%
40 2019 Elizabeth J. Walters SVP, General Counsel and Corporate Secretary 300.0K 200.0K 56.6K 556.6K 0.00%
41 2019 Elizabeth J. Walters SVP, General Counsel 300.0K 200.0K 56.6K 556.6K 0.00%
42 2019 Susan Mermer Chief Accounting Officer 158.3K 144.7K 303.0K 0.00%
43 2019 Rhea Goff SVP, Chief Administrative Officer 125.0K 50.0K 47.6K 222.6K 0.00%
44 2018 Jorge Gonzalez President and Chief Executive Officer 400.0K 450.0K 55.6K 905.6K 0.00%
45 2018 Marek Bakun EVP and Chief Financial Officer 350.0K 450.0K 55.6K 855.6K 0.00%
46 2018 Kenneth Borick SVP, General Counsel 215.8K 506.8K 722.6K 0.00%
47 2018 Patrick Murphy SVP, Operations 190.0K 70.0K 55.4K 315.4K 0.00%
48 2018 Susan Mermer Chief Accounting Officer 195.0K 40.0K 55.4K 290.4K 0.00%
49 2018 Elizabeth J. Walters SVP, General Counsel 90.0K 69.6K 249.00 159.8K 0.00%
50 2017 Jorge Gonzalez President and Chief Executive Officer 390.4K 450.0K 54.5K 894.9K 0.00%
51 2017 Marek Bakun EVP and Chief Financial Officer 350.0K 250.0K 54.5K 654.5K 0.00%
52 2017 Kenneth Borick SVP, General Counsel 300.0K 200.0K 54.5K 554.5K 0.00%
53 2017 Patrick Murphy SVP, Operations 190.0K 70.0K 54.3K 314.3K 0.00%
54 2017 Susan Mermer Chief Accounting Officer 195.0K 30.0K 54.3K 279.3K 0.00%
55 2016 Jorge Gonzalez President and Chief Executive Officer 346.2K 450.0K 53.5K 849.6K 0.00%
56 2016 Marek Bakun EVP and Chief Financial Officer 350.0K 250.0K 53.5K 653.5K 0.00%
57 2016 Kenneth Borick SVP, General Counsel 300.0K 200.0K 53.5K 553.5K 0.00%
58 2016 Patrick Murphy SVP, Operations 190.0K 60.0K 53.3K 303.3K 0.00%
59 2016 David Harrelson SVP, Timberland 190.0K 25.0K 53.3K 268.3K 0.00%
60 2015 Jorge Gonzalez President and Chief Executive Officer 250.0K 1.00M 53.0K 1.30M 0.00%
61 2015 Patrick Bienvenue Former EVP 480.8K 600.0K 1.08M 0.00%
62 2015 Jeffrey Keil Former President and 230.8K 517.7K 748.5K 0.00%
63 2015 Marek Bakun EVP and Chief Financial Officer 350.0K 250.0K 53.0K 653.0K 0.00%
64 2015 Marek Bakun EVP and Chief Financial Officer 350.0K 250.0K 53.0K 653.0K 0.00%
65 2015 Kenneth Borick SVP, General Counsel and Corporate Secretary 293.2K 200.0K 53.0K 546.2K 0.00%
66 2015 Kenneth Borick SVP, General Counsel 293.2K 200.0K 53.0K 546.2K 0.00%
67 2015 Patrick Murphy SVP, Operations 190.0K 60.0K 52.6K 302.6K 0.00%
68 2015 David Harrelson SVP, Timberland 190.0K 50.0K 53.0K 293.0K 0.00%
69 2015 David Harrelson SVP, Timberland 190.0K 50.0K 53.0K 293.0K 0.00%
70 2014 Patrick Bienvenue Former EVP 500.0K 350.0K 34.5K 888.4K 0.00%
71 2014 Patrick Bienvenue EVP 500.0K 350.0K 34.5K 888.4K 0.00%
72 2014 Marek Bakun EVP and Chief Financial Officer 350.0K 250.0K 58.6K 658.6K 0.00%
73 2014 Marek Bakun EVP and Chief Financial Officer 350.0K 250.0K 58.6K 658.6K 0.00%
74 2014 Park Brady Former Chief Executive Officer 493.3K 100.0K 596.4K 0.00%
75 2014 Kenneth Borick SVP, General Counsel 253.3K 128.0K 34.5K 455.6K 0.00%
76 2014 Kenneth Borick SVP, General Counsel and Corporate Secretary 253.3K 128.0K 34.5K 455.6K 0.00%
77 2014 David Harrelson SVP, Timberland 190.0K 50.0K 34.5K 330.4K 0.00%
78 2014 David Harrelson SVP, Timberland 190.0K 50.0K 34.5K 330.4K 0.00%
79 2014 Jeffrey Keil Former President and 142.8K 50.0K 192.8K 25.94%
80 2014 Jeffrey Keil 142.8K 50.0K 192.8K 25.94%
81 2013 Park Brady Former Chief Executive Officer 750.0K 800.0K 956.00 1.56M 0.00%
82 2013 Park Brady Chief Executive Officer 750.0K 800.0K 956.00 1.56M 0.00%
83 2013 Patrick Bienvenue Former EVP 500.0K 500.0K 1.1K 1.01M 0.00%
84 2013 Patrick Bienvenue EVP 500.0K 500.0K 1.1K 1.01M 0.00%
85 2013 Thomas Hoyer Former SVP and Chief Financial Officer 270.8K 321.2K 592.0K 0.00%
86 2013 Louis Dubin Former EVP 190.4K 275.5K 465.9K 0.00%
87 2013 David Harrelson SVP, Timberland 180.8K 250.0K 2.6K 403.0K 0.00%
88 2013 David Harrelson 180.8K 250.0K 2.6K 403.0K 0.00%
89 2013 Kenneth Borick SVP, General Counsel and Corporate Secretary 241.5K 196.0K 392.00 398.0K 0.00%
90 2013 Marek Bakun EVP and Chief Financial Officer 71.3K 132.5K 100.1K 303.9K 0.00%
91 2013 Marek Bakun SVP and Chief Financial Officer 71.3K 132.5K 100.1K 303.9K 0.00%
92 2012 Park Brady Chief Executive Officer 750.0K 750.0K 2.2K 1.57M 0.00%
93 2012 Park Brady Former Chief Executive Officer 750.0K 750.0K 2.2K 1.57M 0.00%
94 2012 Janna Connolly Former SVP and CFO 67.8K 858.3K 1.04M 0.00%
95 2012 Patrick Bienvenue EVP 457.7K 500.0K 486.00 1.02M 0.00%
96 2012 Louis Dubin EVP 291.9K 307.4K 100.3K 699.6K 0.00%
97 2012 Louis Dubin Former EVP 291.9K 307.4K 100.3K 699.6K 0.00%
98 2012 Kenneth Borick SVP, General Counsel and Corporate Secretary 229.2K 75.0K 392.00 450.2K 0.00%
99 2012 Thomas Hoyer Former SVP and Chief Financial Officer 234.5K 130.0K 75.4K 439.9K 0.00%
100 2012 Thomas Hoyer SVP and CFO 234.5K 130.0K 75.4K 439.9K 0.00%
101 2012 Marek Bakun SVP and Chief Financial Officer
102 2011 William Britton Greene Former Chief Executive Officer 141.3K 1.62M 4.33M 6.09M 26.56%
103 2011 William McCalmont Former Chief Financial Officer 170.8K 624.7K 1.88M 2.68M 23.35%
104 2011 Roderick Wilson Former President, West Bay Sector 104.7K 315.9K 1.50M 1.92M 16.49%
105 2011 Rusty Bozman Former SVP, Corporate Development 84.0K 256.0K 1.02M 1.36M 18.85%
106 2011 Park Brady Chief Executive Officer 571.2K 576.0K 10.7K 1.16M 0.00%
107 2011 Park Brady Chief Executive Officer 571.2K 576.0K 10.7K 1.16M 0.00%
108 2011 Janna Connolly Former SVP and CFO 240.4K 44.0K 307.3K 8.2K 738.1K 41.63%
109 2011 Janna Connolly Chief Financial Officer 240.4K 44.0K 307.3K 8.2K 738.1K 41.63%
110 2011 Stephen Hilliard SVP, Operations 226.8K 40.9K 135.4K 7.5K 543.6K 24.90%
111 2011 David Harrelson Vice President, Timberland 137.9K 24.9K 57.6K 4.5K 360.7K 15.97%
112 2011 Hugh Durden Interim CEO 231.3K 100.0K 5.0K 338.7K 29.53%
113 2011 Patrick Bienvenue EVP 112.3K 66.8K 50.2K 229.3K 0.00%
114 2011 Patrick Bienvenue EVP 112.3K 66.8K 50.2K 229.3K 0.00%
115 2011 Marek Bakun SVP and Chief Financial Officer
116 2011 Kenneth Borick SVP, General Counsel and Corporate Secretary
117 2011 Louis Dubin EVP
118 2011 Thomas Hoyer SVP and CFO
119 2010 William Britton Greene Former Chief Executive Officer 714.8K 2.34M 775.0K 573.8K 4.51M 51.99%
120 2010 Wm. Britton Greene President and Chief Executive Officer 714.8K 2.34M 4.51M 51.99%
121 2010 William S. McCalmont Executive Vice President and Chief Financial Officer 408.5K 835.8K 1.81M 46.23%
122 2010 William McCalmont Former Chief Financial Officer 408.5K 835.8K 361.0K 130.3K 1.81M 46.23%
123 2010 Roderick Wilson Former President, West Bay Sector 344.2K 370.6K 261.0K 79.4K 1.15M 32.35%
124 2010 Roderick T. Wilson 344.2K 370.6K 1.15M 32.35%
125 2010 Rusty Bozman Former SVP, Corporate Development 241.7K 236.8K 170.0K 178.2K 895.1K 26.45%
126 2010 Rusty A. Bozman 241.7K 236.8K 895.1K 26.45%
127 2009 Wm. Britton Greene President and Chief Executive Officer 726.9K 1.11M 2.81M 39.52%
128 2009 William Britton Greene Former Chief Executive Officer 726.9K 1.11M 750.0K 156.4K 2.81M 39.52%
129 2009 Stephen W. Solomon Former Senior Vice President 301.4K 182.9K 145.8K 1.48M 2.23M 8.22%
130 2009 Christine M. Marx 7 Former General Counsel and Corporate Secretary 335.9K 15.0K 203.5K 211.3K 925.2K 1.74M 11.68%
131 2009 William McCalmont Former Chief Financial Officer 407.8K 428.5K 325.0K 66.3K 1.26M 34.10%
132 2009 William S. McCalmont Executive Vice President and Chief Financial Officer 407.8K 428.5K 1.26M 34.10%
133 2008 Christopher T. Corr Former Executive Vice President and 173.8K 8.43M 0.00%
134 2008 Wm. Britton Greene President and Chief Executive Officer 664.9K 5.42M 6.70M 80.98%
135 2008 William S. McCalmont Executive Vice President and Chief Financial Officer 344.6K 986.9K 1.59M 61.95%
136 2008 William S. McCalmont Executive Vice President and 344.6K 1.56M 0.00%
137 2008 Peter S. Rummell Former Chairman and Chief Executive Officer 597.0K 1.40M 0.00%
138 2008 Christine M. Marx 7 Former General Counsel and Corporate Secretary 314.8K 650.1K 133.0K 65.0K 1.19M 54.49%
139 2008 Christine M. Marx 4 General Counsel and 314.8K 1.08M 0.00%
140 2008 Stephen W. Solomon Former Senior Vice President 282.7K 581.6K 99.6K 35.0K 1.01M 57.53%
141 2007 Michael N. Regan Former Chief Financial Officer 237.4K 71.3K 29.6K 1.03M 11.97M 0.25%
142 2007 William S. McCalmont Executive Vice President and Chief Financial Officer 208.7K 1.83M 95.9K 217.0K 4.08M 44.82%
143 2007 Peter S. Rummell Chairman and Chief Executive Officer 861.6K 1.15M 365.8K 376.6K 2.84M 40.64%
144 2007 Peter S. Rummell Former Chairman and Chief Executive Officer 861.6K 2.84M 0.00%
145 2007 Wm. Britton Greene President and Chief Executive Officer 514.1K 312.5K 163.7K 88.2K 2.09M 14.98%
146 2007 Wm. Britton Greene President and Chief Operating Officer 514.1K 852.4K 401.9K 163.7K 88.2K 2.04M 61.40%
147 2007 Christine M. Marx 7 Former General Counsel and Corporate Secretary 305.4K 572.5K 77.8K 74.4K 1.41M 40.58%
148 2007 Christopher T. Corr Former Executive Vice President and 344.5K 1.19M 0.00%
149 2007 Christopher T. Corr Executive Vice President and Chief Strategy Officer 344.5K 520.8K 178.3K 87.7K 49.0K 1.19M 58.66%
150 2007 William S. McCalmont Executive Vice President and 208.7K 1.01M 0.00%
151 2007 Christine M. Marx Former General Counsel and Corporate Secretary 305.4K 247.4K 133.5K 77.8K 74.4K 868.1K 43.87%
152 2007 Christine M. Marx 4 General Counsel and 305.4K 868.1K 0.00%
153 2006 Anthony M. Corriggio 10 Former Chief Financial Officer 297.0K 10.00 1.02M 99.50M 0.00%
154 2006 Kevin M. Twomey 11 Former President and Chief Operating Officer 625.0K 3.06M 601.2K 1.11M 5.46M 67.01%
155 2006 Peter S. Rummell Chairman, President and Chief Executive Officer 833.2K 2.20M 488.3K 580.6K 4.20M 64.19%
156 2006 Peter S. Rummell Former Chairman and Chief Executive Officer 833.2K 4.20M 0.00%
157 2006 Peter S. Rummell Chairman and Chief Executive Officer 833.2K 2.20M 488.3K 580.6K 4.20M 64.19%
158 2006 Wm. Britton Greene President and Chief Operating Officer 460.2K 624.9K 246.2K 127.2K 1.49M 58.31%
159 2006 Wm. Britton Greene President and Chief Executive Officer 460.2K 1.49M 0.00%
160 2006 Wm. Britton Greene Chief Operating Officer 460.2K 624.9K 246.2K 127.2K 1.49M 58.31%
161 2006 J. Everitt Drew Former President — Capital Region 318.0K 427.1K 100.0K 87.1K 972.7K 54.19%
162 2006 Michael N. Regan Chief Financial Officer 286.7K 75.0K 305.3K 80.9K 89.1K 914.9K 42.20%
163 2006 Michael N. Regan Former Chief Financial Officer 286.7K 75.0K 305.3K 80.9K 89.1K 914.9K 42.20%
164 2006 Christopher T. Corr Executive Vice President and Chief Strategy Officer 304.5K 362.1K 63.9K 69.7K 845.3K 50.39%
165 2006 Christopher T. Corr Former Executive Vice President and 304.5K 845.3K 0.00%
166 2006 Christopher T. Corr Chief Strategy Officer 304.5K 362.1K 63.9K 69.7K 845.3K 50.39%
167 2005 Peter S. Rummell Chairman and Chief Executive Officer 808.9K 976.0K 43.8K 1.83M 0.00%
168 2005 Kevin M. Twomey President, COO and CFO 610.1K 675.0K 31.2K 1.32M 0.00%
169 2005 Anthony M. Corriggio Former Chief Financial Officer 230.8K 205.0K 826.3K 931.00 1.26M 65.42%
170 2005 Wm. Britton Greene Chief Operating Officer 390.4K 270.0K 584.6K 7.2K 1.25M 46.68%
171 2005 Michael N. Regan Senior Vice President — Planning 260.5K 190.0K 395.1K 12.8K 858.4K 46.02%
172 2004 Peter S. Rummell Chairman and Chief Executive Officer 785.4K 1.72M 31.2K 2.53M 0.00%
173 2004 Kevin M. Twomey President, COO and CFO 544.6K 1.07M 21.4K 1.64M 0.00%
174 2004 Wm. Britton Greene Chief Operating Officer 332.7K 325.0K 497.8K 6.2K 1.16M 42.85%
175 2004 Robert M. Rhodes Executive Vice President 412.8K 485.0K 15.3K 913.0K 0.00%
176 2004 Christine M. Marx General Counsel 256.1K 190.0K 298.2K 8.9K 753.1K 39.60%
177 2004 Michael N. Regan Senior Vice President — Planning 252.8K 155.0K 216.3K 8.8K 632.9K 34.18%
178 2003 Peter S. Rummell Chairman and Chief Executive Officer 761.8K 1.09M 10.12M 30.5K 12.00M 84.33%
179 2003 Kevin M. Twomey President, COO and CFO 528.3K 680.0K 8.10M 55.6K 9.36M 86.50%
180 2003 Robert M. Rhodes Executive Vice President 400.4K 401.0K 14.9K 816.3K 0.00%
181 2003 Jerry M. Ray Senior Vice President — Corporate Communications 243.6K 215.0K 35.0K 10.0K 503.7K 6.96%
182 2003 Christine M. Marx General Counsel 185.6K 205.0K 37.1K 6.0K 433.7K 8.56%
183 2003 Christine M. Marx General Counsel 185.6K 205.0K 37.1K 6.0K 433.7K 8.56%
184 2003 Michael N. Regan Senior Vice President — Planning 245.2K 140.0K 35.0K 8.8K 429.1K 8.17%
185 2002 Peter S. Rummell Chairman and Chief Executive Officer 740.9K 1.27M 33.6K 2.05M 0.00%
186 2002 Kevin M. Twomey President, COO and CFO 513.8K 870.0K 23.8K 1.41M 0.00%
187 2002 Robert M. Rhodes Executive Vice President 389.4K 470.0K 15.7K 875.1K 0.00%
188 2002 Michael N. Regan Senior Vice President — Planning 238.5K 174.0K 376.3K 9.1K 797.8K 47.16%
189 2002 Jerry M. Ray Senior Vice President — Corporate Communications 236.2K 153.0K 19.0K 8.8K 417.0K 4.55%
190 2001 Peter S. Rummell Chairman and Chief Executive Officer 715.8K 1.14M 34.2K 1.89M 0.00%
191 2001 Kevin M. Twomey President, COO and CFO 496.4K 712.0K 23.1K 1.23M 0.00%
192 2001 Robert M. Rhodes Executive Vice President 376.2K 420.0K 15.9K 812.1K 0.00%
193 2001 Jerry M. Ray Senior Vice President — Corporate Communications 228.9K 166.0K 9.0K 403.9K 0.00%
194 2001 Michael N. Regan Senior Vice President — Planning 230.4K 160.0K 9.0K 399.4K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-31 DEFA14A
2026-03-31 DEF 14A
2025-04-01 DEFA14A
2025-04-01 DEF 14A
2024-04-04 DEFA14A
2024-04-04 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 SC 13D/A
2026-05-07 4
2026-05-04 8-K
2026-04-29 SC 13G
2026-04-29 8-K
2026-04-29 10-Q
2026-03-31 DEFA14A
2026-03-31 DEF 14A
2026-03-31 ARS
2026-03-27 SC 13G/A

Executive team

NameTitleCompensationGender
Jorge Luis Gonzalez President, Chief Executive Officer, Chief Operating Officer & Chairman of the Board 2M male
Marek Bakun Executive Vice President & Chief Financial Officer 1M male
L. Park Brady Jr. Special Advisor 889.2K male
Elizabeth J. Walters Senior Vice President, Chief Legal Officer & Secretary 830.1K female
K. Rhea Goff Senior Vice President, Chief Administrative Officer & Non-Independent Director 630.4K female
Patrick W. Murphy Senior Vice President of Hospitality 315.4K male
David S. Harrelson Senior Vice President of Timberland 268.3K male
Diane Hausler Senior Vice President female
ESG Rating
B
REAL ESTATE - DIVERSIFIED
2013
E (Environmental)
60.0 / 65.5
Company / Sector avg.
S (Social)
69.0 / 69.1
Company / Sector avg.
G (Governance)
70.8 / 71.3
Company / Sector avg.
ESG Total
66.6 / 68.6
Company / Sector avg.
ESG Score History REAL ESTATE - DIVERSIFIED
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2022-10-27 2022-11-14 Susie Lee NV03 Joint Sale (Full) $1,001 - $15,000
2021-04-27 2021-05-10 Susie Lee NV03 Joint Sale (Partial) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits