Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Lazard Inc (LAZ)
USD44.91
+1.52 (+3.49%)
US NYSE Financial Services Financial - Capital Markets
Address
30 Rockefeller Plaza 10112
New York, NY, US
New York, NY, US
CEO
Peter R. Orszag
Website
lazard.com
IPO
2005-05-05
CIK 1311370 ISIN US52110M1099
Description
Lazard, Inc. operates as a financial advisory and asset management firm in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates through two segments, Financial Advisory and Asset Management. The Financial Advisory segment offers financial advisory services, such as mergers and acquisitions, capital markets, shareholder, sovereign, geopolitical, and other strategic advisory services, as well as restructuring and liability management, and capital raising and placement services. This segment offers its services to corporate, partnership, institutional, government, sovereign, and individual clients to various industry areas, including consumers and retail; financial institutions; financial sponsors; healthcare and life sciences; industrials; media, entertainment, and sports; power, energy, and infrastructure; real estate; technology; and telecom and digital infrastructure. The Asset Management segment offers a range of investment solutions; investment and wealth management services in equity and fixed income strategies; asset allocation strategies; and alternative investments and private equity funds to corporations, public funds, sovereign entities, endowments and foundations, labor funds, financial intermediaries, and private clients. Lazard, Inc. was incorporated in 1848 and is headquartered in New York, New York.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD44.91
+1.52 (+3.49%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
2M
Beta
1.41
Float Shares
93.04M
Free Float %
99.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -6.95% | -4.61% | +8.72% | -13.79% | -6.62% | -7.06% | +11.46% | +51.39% | +0.16% | +30.28% | +88.04% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (29 ratings, all time)
Buy
Price Targets & DCF
Current price
44.91
Low
45.00
+0.2%
Consensus
47.33
+5.4%
Median
45.00
+0.2%
High
52.00
+15.8%
DCF (Unlevered)
37.73
-16.0%
DCF (Levered)
85.27
+89.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
40% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | -1 |
| Buy | 3 | 0 |
| Hold | 4 | 0 |
| Sell | 2 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
47.33
+5.4%
|
| Last Quarter | 3 |
47.33
+5.4%
|
| Last Year | 9 |
53.44
+19.0%
|
| All Time | 13 |
53.38
+18.9%
|
Quality scores
Altman Z-Score
2.98
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+3.3% Q1'26: +18.5% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%-19.0% Q1'26: +62.5% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-0.7% Q1'26: +51.3% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+13.0% Q1'26: +14.4% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+16.8% ★ Q1'26: +234.2% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%+3.9% Q1'26: +1.9% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×5.74× Q1'26: 1.05× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 6 Rev. Ana. 4 EPS Ana. |
Dec 2027 6 Rev. Ana. 5 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
1.98B
est: 1.76B (+12.4%)
|
1.91B
est: 19.00B (-90.0%)
|
1.99B
est: 1.75B (+13.9%)
|
2.06B
est: 1.71B (+20.5%)
|
2.36B
est: 2.09B (+12.6%)
|
2.40B
est: 2.36B (+1.7%)
|
2.38B
est: 2.35B (+1.0%)
|
2.69B
est: 2.63B (+2.3%)
|
2.87B
est: 2.76B (+4.2%)
|
2.65B
est: 2.52B (+5.3%)
|
2.64B
est: 2.37B (+11.6%)
|
3.27B
est: 3.03B (+7.9%)
|
2.83B
est: 2.76B (+2.5%)
|
2.55B
est: 2.74B (-7.0%)
|
3.09B
est: 2.82B (+9.5%)
|
3.19B
est: 2.96B (+7.6%)
|
3.38B
3.36B – 3.42B
+14.3% YoY
|
3.92B
3.83B – 4.01B
+15.7% YoY
|
4.31B
4.30B – 4.31B
+10.0% YoY
|
4.35B
4.18B – 4.47B
+0.9% YoY
|
| EBITDA |
371.94M
est: 307.40M (+21.0%)
|
362.12M
est: 374.84M (-3.4%)
|
244.66M
est: 176.78M (+38.4%)
|
341.05M
est: 187.22M (+82.2%)
|
622.89M
est: 474.74M (+31.2%)
|
73.15M
est: 197.66M (-63.0%)
|
636.26M
est: 557.71M (+14.1%)
|
919.98M
est: 698.03M (+31.8%)
|
757.45M
est: 620.99M (+22.0%)
|
527.87M
est: 355.43M (+48.5%)
|
619.66M
est: 389.48M (+59.1%)
|
842.99M
est: 586.93M (+43.6%)
|
640.77M
est: 619.48M (+3.4%)
|
40.90M
est: 442.82M (-90.8%)
|
511.27M
est: 455.31M (+12.3%)
|
449.41M
est: 478.18M (-6.0%)
|
546.61M
541.87M – 552.93M
+14.3% YoY
|
632.46M
618.30M – 648.20M
+15.7% YoY
|
695.49M
694.57M – 696.41M
+10.0% YoY
|
701.76M
675.52M – 722.15M
+0.9% YoY
|
| EBIT |
341.36M
est: 293.33M (+16.4%)
|
325.63M
est: 3.16B (-89.7%)
|
205.45M
est: 290.36M (-29.2%)
|
296.19M
est: 157.49M (+88.1%)
|
582.04M
est: 444.78M (+30.9%)
|
34.54M
est: 169.11M (-79.6%)
|
567.75M
est: 500.19M (+13.5%)
|
878.96M
est: 669.48M (+31.3%)
|
720.32M
est: 609.38M (+18.2%)
|
490.05M
est: 319.22M (+53.5%)
|
582.77M
est: 358.78M (+62.4%)
|
804.62M
est: 569.01M (+41.4%)
|
598.37M
est: 605.59M (-1.2%)
|
-2.28M
est: 406.50M (-100.6%)
|
474.54M
est: 417.97M (+13.5%)
|
415.22M
est: 438.96M (-5.4%)
|
501.78M
497.43M – 507.59M
+14.3% YoY
|
580.60M
567.60M – 595.04M
+15.7% YoY
|
638.45M
637.61M – 639.30M
+10.0% YoY
|
644.21M
620.12M – 662.92M
+0.9% YoY
|
| Net Income |
174.98M
est: 154.16M (+13.5%)
|
174.92M
est: 176.94M (-1.1%)
|
84.31M
est: 69.20M (+21.8%)
|
160.21M
est: 116.10M (+38.0%)
|
427.28M
est: 364.77M (+17.1%)
|
986.37M
est: 858.29M (+14.9%)
|
387.70M
est: 372.06M (+4.2%)
|
253.58M
est: 225.05M (+12.7%)
|
527.13M
est: 470.18M (+12.1%)
|
286.50M
est: 231.79M (+23.6%)
|
402.46M
est: 285.19M (+41.1%)
|
528.06M
est: 409.46M (+29.0%)
|
357.52M
est: 447.62M (-20.1%)
|
-75.48M
est: -26.40M (-185.9%)
|
279.91M
est: 221.76M (+26.2%)
|
236.83M
est: 251.48M (-5.8%)
|
335.69M
317.04M – 354.34M
+33.5% YoY
|
484.53M
460.06M – 509.00M
+44.3% YoY
|
578.32M
550.20M – 600.16M
+19.4% YoY
|
582.62M
554.29M – 604.62M
+0.7% YoY
|
| SGA |
256.46M
est: 1.22B (-79.0%)
|
290.23M
est: 1.75B (-83.4%)
|
304.08M
est: 301.77M (+0.8%)
|
309.10M
est: 307.80M (+0.4%)
|
311.58M
est: 350.05M (-11.0%)
|
302.30M
est: 352.85M (-14.3%)
|
301.44M
est: 392.26M (-23.2%)
|
333.28M
est: 375.50M (-11.2%)
|
424.06M
est: 514.32M (-17.5%)
|
424.08M
est: 475.40M (-10.8%)
|
339.48M
est: 312.08M (+8.8%)
|
379.00M
est: 319.64M (+18.6%)
|
384.87M
est: 298.33M (+29.0%)
|
430.66M
est: 327.09M (+31.7%)
|
426.66M
est: 336.32M (+26.9%)
|
118.49M
est: 353.21M (-66.5%)
|
403.75M
400.25M – 408.42M
+14.3% YoY
|
467.17M
456.71M – 478.79M
+15.7% YoY
|
513.72M
513.04M – 514.40M
+10.0% YoY
|
518.36M
498.97M – 533.41M
+0.9% YoY
|
| EPS |
1.68
est: 1.55 (+8.4%)
|
1.48
est: 2.04 (-27.5%)
|
0.72
est: 0.85 (-15.3%)
|
1.33
est: 1.22 (+9.0%)
|
3.49
est: 2.41 (+44.8%)
|
7.87
est: 3.57 (+120.5%)
|
3.11
est: 2.93 (+6.0%)
|
2.09
est: 3.56 (-41.3%)
|
4.43
est: 4.16 (+6.4%)
|
2.57
est: 3.19 (-19.5%)
|
3.69
est: 2.85 (+29.3%)
|
4.90
est: 4.56 (+7.4%)
|
3.68
est: 3.84 (-4.2%)
|
-0.90
est: -0.25 (-265.4%)
|
2.93
est: 2.10 (+39.5%)
|
2.43
est: 2.35 (+3.4%)
|
3.10
2.98 – 3.33
+32.0% YoY
|
4.55
4.33 – 4.79
+46.6% YoY
|
5.44
5.17 – 5.64
+19.6% YoY
|
5.48
5.21 – 5.69
+0.7% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 5/5 | 5/5 | 1/5 | 2/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
534.63M
OE per share TTM
4.97
Owner's Yield
11.91%
Maintenance CapEx ratio
37.25%
Maint CapEx / Avg PPE
21.2%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
69
Total invested
50.16M
Insider transactions (90d)
0
Beneficial owners (>5%)
21
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 10.94M | 9.70% | 867.8K | — | 10.94M | — | HC | Delaware | 2020-02-07 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 9.73M | 8.63% | — | 33.0K | 9.65M | 82.9K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 3 | # 02-0712418. | 8.12M | 8.00% | 7.76M | — | 8.12M | — | IA | Delaware | 2022-02-14 | ↗ |
| 4 | (1) BlackRock, Inc. | 7.80M | 6.90% | 7.51M | — | 7.80M | — | HC | Delaware | 2024-11-08 | ↗ |
| 5 | Standard Life Investments Ltd | 7.10M | 5.50% | 7.10M | — | 7.10M | — | IA | United Kingdom | 2014-02-14 | ↗ |
| 6 | Rho Ventures IV QP LP | 5.62M | 19.90% | — | — | — | — | PN | MARYLAND | 2014-02-11 | ↗ |
| 7 | Edward P. Garden | 5.46M | 4.20% | — | 5.46M | — | — | IN | United States | 2015-02-12 | ↗ |
| 8 | Nelson Peltz | 5.46M | 4.20% | — | 5.46M | — | — | IN | United States | 2015-02-12 | ↗ |
| 9 | Peter W. May | 5.46M | 4.20% | — | 5.46M | — | — | IN | United States | 2015-02-12 | ↗ |
| 10 | Trian Fund Management GP, LLC | 5.46M | 4.20% | — | 5.46M | — | — | OO | Delaware | 2015-02-12 | ↗ |
| 11 | Trian Fund Management, L.P. | 5.46M | 4.20% | — | 5.46M | — | — | PN | Delaware | 2015-02-12 | ↗ |
| 12 | 52-0556948 | 3.38M | 2.90% | 1.38M | — | — | — | IA | Maryland | 2022-02-14 | ↗ |
| 13 | Trian Partners Master Fund, L.P. | 2.19M | 1.70% | — | 2.19M | — | — | PN | Cayman Islands | 2015-02-12 | ↗ |
| 14 | Trian Partners, L.P. | 996.1K | 0.80% | — | 996.1K | — | — | PN | Delaware | 2015-02-12 | ↗ |
| 15 | Trian Partners Strategic Investment Fund, L.P. | 938.9K | 0.70% | — | 938.9K | — | — | PN | Delaware | 2015-02-12 | ↗ |
| 16 | Trian Partners Strategic Investment Fund II, L.P. | 534.7K | 0.40% | — | 534.7K | — | — | PN | Delaware | 2015-02-12 | ↗ |
| 17 | Trian Partners Strategic Investment Fund-A, L.P. | 402.8K | 0.30% | — | 402.8K | — | — | PN | Delaware | 2015-02-12 | ↗ |
| 18 | Trian Partners Strategic Investment Fund-D, L.P. | 288.8K | 0.20% | — | 288.8K | — | — | PN | Cayman Islands | 2015-02-12 | ↗ |
| 19 | Trian Partners Parallel Fund I, L.P. | 101.4K | 0.10% | — | 101.4K | — | — | PN | Delaware | 2015-02-12 | ↗ |
| 20 | Natixis S.A. | — | 0.00% | — | — | — | — | OO | France | 2014-07-11 | ↗ |
| 21 | Trian Partners Master Fund (ERISA), L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2015-02-12 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
69
-272 vs prev Q
New positions
8
Closed positions
271
Increased
36
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 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 128.6K +128.6K (+100.0%) | 6.25B +6.2B (+100.0%) | 0.13% +0.132 pp | 0.01% +0.009 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 2 | FMR LLC | 11.26M +580.9K (+5.4%) | 546.76M -16.9M (-3.0%) | 11.37% +0.423 pp | 0.03% -0.001 pp | USD41.85 +16.0% | 8 qtrs — |
| 3 | VANGUARD GROUP INC | 11.15M -31.2K (-0.3%) | 541.42M -48.7M (-8.3%) | 11.44% -0.026 pp | 0.01% -0.001 pp | USD41.40 +17.3% | 8 qtrs — |
| 4 | PRICE T ROWE ASSOCIATES INC /MD/ | 8.81M +1.0M (+13.5%) | 427.69M +18.1M (+4.4%) | 9.04% +1.079 pp | 0.05% +0.002 pp | USD45.36 +7.1% | 9 qtrs — |
| 5 | BLACKROCK, INC. | 7.43M +102.0K (+1.4%) | 360.62M -26.0M (-6.7%) | 7.62% +0.109 pp | 0.01% -0.001 pp | USD50.44 -3.7% | 6 qtrs — |
| 6 | ARIEL INVESTMENTS, LLC | 5.30M +50.9K (+1.0%) | 257.21M -19.7M (-7.1%) | 5.35% -0.029 pp | 2.78% -0.183 pp | USD41.30 +17.6% | 8 qtrs — |
| 7 | CAPITAL RESEARCH GLOBAL INVESTORS | 2.46M +221.2K (+9.9%) | 119.30M +1.3M (+1.1%) | 2.48% +0.189 pp | 0.02% 0.000 pp | USD44.78 +8.4% | 7 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.36M +6.4K (+0.3%) | 114.48M -9.6M (-7.7%) | 2.42% +0.008 pp | 0.01% -0.001 pp | USD43.14 +12.6% | 8 qtrs — |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 1.93M +39.9K (+2.1%) | 93.69M -6.0M (-6.1%) | 1.98% +0.042 pp | 0.05% -0.005 pp | USD48.21 +0.7% | 8 qtrs — |
| 10 | STATE STREET CORP | 1.88M -123.9K (-6.2%) | 91.43M -14.5M (-13.7%) | 1.93% -0.126 pp | 0.00% -0.001 pp | USD41.76 +16.3% | 8 qtrs — |
| 11 | AMERIPRISE FINANCIAL INC | 1.83M -53.4K (-2.8%) | 88.89M -10.5M (-10.6%) | 1.85% -0.083 pp | 0.02% -0.003 pp | USD46.85 +3.6% | 8 qtrs — |
| 12 | FISHER ASSET MANAGEMENT, LLC | 1.76M +38.1K (+2.2%) | 85.50M -5.4M (-6.0%) | 1.78% +0.012 pp | 0.03% -0.004 pp | USD41.78 +16.2% | 8 qtrs — |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.73M +106.1K (+6.6%) | 83.84M -1.7M (-2.0%) | 1.77% +0.110 pp | 0.02% -0.001 pp | USD46.60 +4.2% | 8 qtrs — |
| 14 | NORGES BANK | 1.65M +1.7M (+100.0%) | 80.17M +80.2M (+100.0%) | 1.67% +1.667 pp | 0.01% +0.009 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 15 | EPOCH INVESTMENT PARTNERS, INC. | 1.56M -47.4K (-2.9%) | 75.91M -9.1M (-10.7%) | 1.58% -0.073 pp | 0.43% -0.036 pp | USD40.89 +18.8% | 8 qtrs — |
| 16 | MORGAN STANLEY | 1.55M +67.2K (+4.5%) | 75.19M -3.0M (-3.8%) | 1.59% +0.070 pp | 0.00% 0.000 pp | USD41.22 +17.8% | 8 qtrs — |
| 17 | PRINCIPAL FINANCIAL GROUP INC | 1.48M -108.1K (-6.8%) | 71.88M -12.0M (-14.3%) | 1.52% -0.110 pp | 0.04% -0.006 pp | USD41.68 +16.5% | 8 qtrs — |
| 18 | JANUS HENDERSON GROUP PLC | 1.38M +23.3K (+1.7%) | 67.15M -4.6M (-6.4%) | 1.40% +0.003 pp | 0.03% -0.003 pp | USD41.01 +18.4% | 8 qtrs — |
| 19 | VOYA INVESTMENT MANAGEMENT LLC | 1.27M +106.6K (+9.1%) | 61.79M +258.8K (+0.4%) | 1.29% +0.090 pp | 0.06% -0.001 pp | USD41.37 +17.4% | 8 qtrs — |
| 20 | INVESCO LTD. | 1.15M +12.0K (+1.1%) | 55.66M -4.2M (-7.0%) | 1.18% +0.013 pp | 0.01% -0.001 pp | USD48.32 +0.5% | 8 qtrs — |
| 21 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.05M -4.1K (-0.4%) | 50.90M -4.6M (-8.4%) | 1.06% -0.020 pp | 0.01% -0.001 pp | USD41.41 +17.3% | 8 qtrs — |
| 22 | ROYCE & ASSOCIATES LP | 896.3K +51.2K (+6.1%) | 43.53M -1.1M (-2.4%) | 0.91% +0.039 pp | 0.44% -0.003 pp | USD41.68 +16.5% | 8 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 861.2K -1.2K (-0.1%) | 41.82M -3.7M (-8.1%) | 0.88% -0.001 pp | 0.01% 0.000 pp | USD47.91 +1.4% | 7 qtrs — |
| 24 | CITADEL ADVISORS LLC | 656.3K +337.5K (+105.9%) | 31.87M +15.0M (+89.4%) | 0.67% +0.346 pp | 0.00% +0.002 pp | USD49.58 -2.1% | 4 qtrs — |
| 25 | RANGER INVESTMENT MANAGEMENT, L.P. | 582.0K -2.9K (-0.5%) | 28.26M -2.6M (-8.4%) | 0.59% -0.012 pp | 1.94% -0.214 pp | USD50.74 -4.3% | 5 qtrs — |
| 26 | NORTHERN TRUST CORP | 572.2K -20.1K (-3.4%) | 27.79M -3.5M (-11.1%) | 0.58% -0.029 pp | 0.00% -0.001 pp | USD40.39 +20.2% | 8 qtrs — |
| 27 | FIRST TRUST ADVISORS LP | 544.6K +125.3K (+29.9%) | 26.45M +4.3M (+19.5%) | 0.56% +0.129 pp | 0.02% +0.003 pp | USD49.93 -2.7% | 8 qtrs — |
| 28 | ROYAL BANK OF CANADA | 534.1K -274.8K (-34.0%) | 25.93M -16.8M (-39.3%) | 0.55% -0.281 pp | 0.00% -0.003 pp | USD42.67 +13.8% | 8 qtrs — |
| 29 | FEDERATED HERMES, INC. | 518.5K -55.8K (-9.7%) | 25.18M -5.1M (-16.9%) | 0.53% -0.057 pp | 0.04% -0.012 pp | USD41.38 +17.4% | 8 qtrs — |
| 30 | ALGEBRIS (UK) LTD | 502.7K +502.7K (+100.0%) | 24.42M +24.4M (+100.0%) | 0.51% +0.508 pp | 1.91% +1.915 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 31 | BANK OF NEW YORK MELLON CORP | 501.8K -112.1K (-18.3%) | 24.37M -8.0M (-24.8%) | 0.51% -0.123 pp | 0.00% -0.002 pp | USD47.00 +3.3% | 8 qtrs — |
| 32 | CRAWFORD INVESTMENT COUNSEL INC | 362.7K +1.4K (+0.4%) | 17.61M -1.5M (-7.6%) | 0.37% +0.002 pp | 0.29% -0.023 pp | USD41.16 +18.0% | 8 qtrs — |
| 33 | AE WEALTH MANAGEMENT LLC | 362.3K +11.0K (+3.1%) | 17.59M -946.3K (-5.1%) | 0.37% +0.012 pp | 0.10% -0.017 pp | USD48.17 +0.8% | 3 qtrs — |
| 34 | TWO SIGMA INVESTMENTS, LP | 350.8K +225.4K (+179.8%) | 17.04M +10.4M (+157.4%) | 0.36% +0.231 pp | 0.02% +0.014 pp | USD45.76 +6.1% | 8 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 349.3K -56.5K (-13.9%) | 16.96M -4.5M (-20.8%) | 0.36% -0.058 pp | 0.00% 0.000 pp | USD42.22 +15.0% | 8 qtrs — |
| 36 | METLIFE INVESTMENT MANAGEMENT, LLC | 336.6K +260.0 (+0.1%) | 16.34M -1.4M (-7.9%) | 0.35% +0.001 pp | 0.08% -0.006 pp | USD48.50 +0.1% | 8 qtrs — |
| 37 | UBS GROUP AG | 332.3K +126.8K (+61.7%) | 16.14M +5.3M (+48.7%) | 0.34% +0.130 pp | 0.00% +0.001 pp | USD47.82 +1.5% | 8 qtrs — |
| 38 | CITIGROUP INC | 329.1K -29.1K (-8.1%) | 15.98M -2.9M (-15.5%) | 0.33% -0.035 pp | 0.01% -0.001 pp | USD41.02 +18.4% | 8 qtrs — |
| 39 | WOODLINE PARTNERS LP | 314.5K +314.5K (+100.0%) | 15.27M +15.3M (+100.0%) | 0.32% +0.323 pp | 0.06% +0.059 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 40 | NUVEEN, LLC | 298.7K +3.1K (+1.1%) | 14.51M -1.1M (-7.0%) | 0.31% +0.003 pp | 0.00% 0.000 pp | USD46.62 +4.2% | 4 qtrs — |
| 41 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 293.9K +104.1K (+54.8%) | 14.27M +4.3M (+42.4%) | 0.30% +0.107 pp | 0.58% +0.167 pp | USD43.74 +11.0% | 8 qtrs — |
| 42 | GW HENSSLER & ASSOCIATES LTD | 290.4K -13.9K (-4.6%) | 14.10M -2.0M (-12.2%) | 0.29% -0.019 pp | 0.68% -0.124 pp | USD47.98 +1.2% | 3 qtrs — |
| 43 | JANE STREET GROUP, LLC | 263.2K +27.9K (+11.8%) | 12.78M +359.9K (+2.9%) | 0.27% +0.029 pp | 0.00% +0.000 pp | USD47.89 +1.4% | 8 qtrs — |
| 44 | UBS ASSET MANAGEMENT AMERICAS INC | 262.7K -51.5K (-16.4%) | 12.76M -3.8M (-23.1%) | 0.27% -0.053 pp | 0.00% -0.001 pp | USD44.21 +9.8% | 9 qtrs — |
| 45 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 261.9K -12.9K (-4.7%) | 12.75M -1.8M (-12.3%) | 0.26% -0.017 pp | 1.02% -0.101 pp | USD42.54 +14.2% | 8 qtrs — |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 259.1K +31.2K (+13.7%) | 12.58M +553.2K (+4.6%) | 0.27% +0.032 pp | 0.00% +0.000 pp | USD48.49 +0.1% | 6 qtrs — |
| 47 | WALLEYE CAPITAL LLC | 257.3K -112.7K (-30.5%) | 12.50M -7.0M (-36.0%) | 0.26% -0.120 pp | 0.04% -0.035 pp | USD52.78 -8.0% | 2 qtrs — |
| 48 | NEW YORK STATE COMMON RETIREMENT FUND | 227.0K +— (+0.0%) | 11.02M -958.1K (-8.0%) | 0.23% -0.004 pp | 0.01% -0.001 pp | USD41.38 +17.4% | 8 qtrs — |
| 49 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 218.4K +— (+0.0%) | 10.61M -921.7K (-8.0%) | 0.22% +0.000 pp | 0.16% -0.019 pp | USD47.98 +1.2% | 3 qtrs — |
| 50 | AQR CAPITAL MANAGEMENT LLC | 208.2K +137.2K (+193.4%) | 10.11M +6.4M (+170.0%) | 0.21% +0.138 pp | 0.01% +0.003 pp | USD48.44 +0.2% | 6 qtrs — |
| 51 | SWEDBANK AB | 207.0K +— (+0.0%) | 10.05M -873.5K (-8.0%) | 0.21% -0.003 pp | 0.01% -0.001 pp | USD43.25 +12.3% | 8 qtrs — |
| 52 | SQUAREPOINT OPS LLC | 197.1K +197.1K (+100.0%) | 9.57M +9.6M (+100.0%) | 0.20% +0.199 pp | 0.01% +0.010 pp | USD48.56 +0.0% | 7 qtrs — |
| 53 | CRESTWOOD ADVISORS GROUP LLC | 196.8K +13.2K (+7.2%) | 9.56M -134.1K (-1.4%) | 0.20% +0.014 pp | 0.16% -0.006 pp | USD37.32 +30.1% | 9 qtrs — |
| 54 | AMICA MUTUAL INSURANCE CO | 189.9K +71.9K (+60.9%) | 9.22M +3.0M (+48.0%) | 0.19% +0.071 pp | 0.80% +0.230 pp | USD45.04 +7.8% | 7 qtrs — |
| 55 | SWISS NATIONAL BANK | 186.0K +3.5K (+1.9%) | 9.03M -600.2K (-6.2%) | 0.19% +0.001 pp | 0.01% 0.000 pp | USD40.09 +21.1% | 7 qtrs — |
| 56 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 185.8K -9.9K (-5.1%) | 9.02M -1.3M (-12.6%) | 0.19% -0.010 pp | 0.01% -0.001 pp | USD41.38 +17.4% | 8 qtrs — |
| 57 | BOKF, NA | 185.2K -35.2K (-16.0%) | 8.99M -2.6M (-22.7%) | 0.19% -0.036 pp | 0.14% -0.037 pp | USD46.83 +3.7% | 8 qtrs — |
| 58 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 181.4K +10.2K (+6.0%) | 8.81M -227.0K (-2.5%) | 0.19% +0.011 pp | 0.09% +0.001 pp | USD42.23 +15.0% | 8 qtrs — |
| 59 | BUCK WEALTH STRATEGIES, LLC | 181.0K +181.0K (+100.0%) | 8.79M +8.8M (+100.0%) | 0.19% +0.186 pp | 1.12% +1.115 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 60 | TD ASSET MANAGEMENT INC | 179.0K +7.8K (+4.5%) | 8.69M -346.1K (-3.8%) | 0.18% +0.005 pp | 0.01% 0.000 pp | USD41.32 +17.5% | 7 qtrs — |
| 61 | — | 176.5K +176.5K (+100.0%) | 8.57M +8.6M (+100.0%) | 0.18% +0.181 pp | 0.39% +0.392 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 62 | DARK FOREST CAPITAL MANAGEMENT LP | 174.4K +155.9K (+842.2%) | 8.47M +7.5M (+766.9%) | 0.18% +0.157 pp | 0.39% +0.357 pp | USD48.09 +1.0% | 7 qtrs — |
| 63 | PEAK6 LLC | 159.1K -7.1K (-4.3%) | 7.73M -1.0M (-11.9%) | 0.16% -0.007 pp | 0.01% +0.002 pp | USD52.78 -8.0% | 2 qtrs — |
| 64 | TWO SIGMA ADVISERS, LP | 155.0K +22.5K (+17.0%) | 7.53M +533.5K (+7.6%) | 0.16% +0.023 pp | 0.01% +0.001 pp | USD41.36 +17.4% | 8 qtrs — |
| 65 | JPMORGAN CHASE & CO | 144.8K +15.7K (+12.1%) | 7.03M +216.1K (+3.2%) | 0.15% +0.016 pp | 0.00% +0.000 pp | USD41.63 +16.6% | 8 qtrs — |
| 66 | RUSSELL INVESTMENTS GROUP, LTD. | 134.5K -4.3K (-3.1%) | 6.53M -795.0K (-10.9%) | 0.14% -0.007 pp | 0.01% -0.001 pp | USD49.88 -2.6% | 8 qtrs — |
| 67 | POINT72 ASSET MANAGEMENT, L.P. | 134.5K +24.1K (+21.9%) | 6.53M +706.1K (+12.1%) | 0.14% +0.023 pp | 0.01% -0.002 pp | USD52.02 -6.7% | 2 qtrs — |
| 68 | CAPITAL FUND MANAGEMENT S.A. | 134.5K +59.2K (+78.7%) | 6.53M +2.6M (+64.4%) | 0.14% +0.059 pp | 0.02% +0.008 pp | USD46.87 +3.6% | 4 qtrs — |
| 69 | EXODUSPOINT CAPITAL MANAGEMENT, LP | 125.0K +125.0K (+100.0%) | 6.07M +6.1M (+100.0%) | 0.13% +0.128 pp | 0.05% +0.048 pp | USD48.56 +0.0% | 3 qtrs — |
| 70 | CAMBIAR INVESTORS LLC | 123.0K +14.4K (+13.2%) | 5.97M +239.7K (+4.2%) | 0.13% +0.015 pp | 0.27% +0.006 pp | USD48.05 +1.1% | 3 qtrs — |
| 71 | FREEMONT MANAGEMENT S.A. | 116.2K +77.1K (+197.2%) | 5.64M +3.6M (+173.4%) | 0.12% +0.079 pp | 0.99% -0.047 pp | USD47.16 +3.0% | 4 qtrs — |
| 72 | STATE OF WISCONSIN INVESTMENT BOARD | 106.6K -554.0 (-0.5%) | 5.18M -479.1K (-8.5%) | 0.11% -0.002 pp | 0.01% -0.001 pp | USD44.40 +9.4% | 7 qtrs — |
| 73 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 106.2K -7.2K (-6.3%) | 5.16M -826.8K (-13.8%) | 0.11% -0.007 pp | 0.01% -0.001 pp | USD38.86 +25.0% | 7 qtrs — |
| 74 | COLONY GROUP, LLC | 100.7K +122.0 (+0.1%) | 4.89M -418.3K (-7.9%) | 0.10% +0.000 pp | 0.01% -0.003 pp | USD42.00 +15.6% | 7 qtrs — |
| 75 | D. E. SHAW & CO., INC. | 96.8K -45.1K (-31.8%) | 4.70M -2.8M (-37.2%) | 0.10% -0.048 pp | 0.00% -0.002 pp | USD52.78 -8.0% | 2 qtrs — |
| 76 | LEGAL & GENERAL GROUP PLC | 92.5K -8.7K (-8.6%) | 4.49M -849.4K (-15.9%) | 0.09% -0.010 pp | 0.00% 0.000 pp | USD40.24 +20.7% | 8 qtrs — |
| 77 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 89.4K +1.3K (+1.4%) | 4.34M -311.2K (-6.7%) | 0.09% 0.000 pp | 0.00% 0.000 pp | USD39.73 +22.2% | 8 qtrs — |
| 78 | RHUMBLINE ADVISERS | 88.2K -18.3K (-17.2%) | 4.28M -1.3M (-23.8%) | 0.09% -0.019 pp | 0.00% -0.001 pp | USD40.76 +19.1% | 8 qtrs — |
| 79 | QUBE RESEARCH & TECHNOLOGIES LTD | 88.1K +88.1K (+100.0%) | 4.28M +4.3M (+100.0%) | 0.09% +0.089 pp | 0.00% +0.004 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 80 | ALPS ADVISORS INC | 84.4K -5.5K (-6.2%) | 4.10M -648.1K (-13.7%) | 0.09% -0.007 pp | 0.02% -0.003 pp | USD52.78 -8.0% | 2 qtrs — |
| 81 | BARCLAYS PLC | 80.5K -114.1K (-58.6%) | 3.91M -5.9M (-60.1%) | 0.08% -0.117 pp | 0.00% -0.002 pp | USD50.04 -3.0% | 8 qtrs — |
| 82 | MILLENNIUM MANAGEMENT LLC | 78.6K -44.6K (-36.2%) | 3.82M -2.7M (-41.3%) | 0.08% -0.046 pp | 0.00% -0.001 pp | USD50.23 -3.3% | 3 qtrs — |
| 83 | CREDIT AGRICOLE S A | 77.5K +— (+0.0%) | 3.76M -327.1K (-8.0%) | 0.08% +0.000 pp | 0.01% -0.002 pp | USD52.78 -8.0% | 2 qtrs — |
| 84 | ALGERT GLOBAL LLC | 72.5K +37.1K (+104.9%) | 3.52M +1.7M (+88.5%) | 0.07% +0.038 pp | 0.05% +0.024 pp | USD50.62 -4.1% | 2 qtrs — |
| 85 | WELLS FARGO & COMPANY/MN | 68.6K +2.2K (+3.4%) | 3.33M -171.9K (-4.9%) | 0.07% +0.002 pp | 0.00% 0.000 pp | USD42.37 +14.6% | 8 qtrs — |
| 86 | SEI INVESTMENTS CO | 66.2K -4.3K (-6.0%) | 3.22M -504.2K (-13.6%) | 0.07% -0.005 pp | 0.00% -0.001 pp | USD43.38 +11.9% | 8 qtrs — |
| 87 | JANNEY MONTGOMERY SCOTT LLC | 66.1K +2.3K (+3.5%) | 3.21M -159.0K (-4.7%) | 0.07% +0.001 pp | 0.01% -0.001 pp | USD43.26 +12.3% | 8 qtrs — |
| 88 | ICON ADVISERS INC/CO | 61.8K +— (+0.0%) | 3.00M -261.0K (-8.0%) | 0.06% +0.000 pp | 0.65% -0.065 pp | USD49.79 -2.5% | 7 qtrs — |
| 89 | LOS ANGELES CAPITAL MANAGEMENT LLC | 60.7K +— (+0.0%) | 2.96M -243.4K (-7.6%) | 0.06% -0.001 pp | 0.01% -0.001 pp | USD52.78 -8.0% | 2 qtrs — |
| 90 | VAN BERKOM & ASSOCIATES INC. | 60.3K +5.0K (+9.0%) | 2.93M +9.0K (+0.3%) | 0.06% +0.005 pp | 0.08% +0.000 pp | USD52.43 -7.4% | 2 qtrs — |
| 91 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 59.4K +59.4K (+100.0%) | 2.89M +2.9M (+100.0%) | 0.06% +0.061 pp | 0.09% +0.087 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 92 | KINGSVIEW WEALTH MANAGEMENT, LLC | 58.1K +58.1K (+100.0%) | 2.82M +2.8M (+100.0%) | 0.06% +0.060 pp | 0.04% +0.041 pp | USD48.56 +0.0% | 1 qtrs NEW |
| 93 | FIRST NATIONAL TRUST CO | 57.2K +— (+0.0%) | 2.78M -241.4K (-8.0%) | 0.06% +0.000 pp | 0.09% -0.011 pp | USD43.62 +11.3% | 8 qtrs — |
| 94 | CALLAHAN ADVISORS, LLC | 56.3K -2.4K (-4.1%) | 2.73M -364.8K (-11.8%) | 0.06% -0.003 pp | 0.22% -0.039 pp | USD42.61 +14.0% | 8 qtrs — |
| 95 | LEUTHOLD GROUP, LLC | 55.3K +49.7K (+888.0%) | 2.68M +2.4M (+809.0%) | 0.06% +0.051 pp | 0.29% +0.258 pp | USD48.99 -0.9% | 2 qtrs — |
| 96 | ILLINOIS MUNICIPAL RETIREMENT FUND | 55.3K -8.1K (-12.8%) | 2.68M -660.1K (-19.7%) | 0.06% -0.009 pp | 0.03% -0.009 pp | USD46.40 +4.7% | 8 qtrs — |
| 97 | STRS OHIO | 55.2K +4.0 (+0.0%) | 2.68M -232.8K (-8.0%) | 0.06% +0.000 pp | 0.01% -0.001 pp | USD43.78 +10.9% | 8 qtrs — |
| 98 | STIFEL FINANCIAL CORP | 53.0K +5.4K (+11.4%) | 2.57M +63.1K (+2.5%) | 0.05% +0.005 pp | 0.00% +0.000 pp | USD42.35 +14.7% | 8 qtrs — |
| 99 | LESA SROUFE & CO | 52.8K -2.0 (0.0%) | 2.57M -223.0K (-8.0%) | 0.05% +0.000 pp | 1.91% -0.343 pp | USD43.48 +11.7% | 4 qtrs — |
| 100 | JACKSON HOLE CAPITAL PARTNERS, LLC | 52.8K -1.8K (-3.3%) | 2.56M -317.3K (-11.0%) | 0.05% -0.002 pp | 0.44% -0.054 pp | USD45.29 +7.2% | 8 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 165 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | CresAlta Small and Mid-Cap ETF CVSM | 2.09% | 1.86M | 0.55% |
| 2 | State Street SPDR S&P Capital Markets ETF KCE | 1.53% | 6.88M | 0.35% |
| 3 | Schwab Ariel ESG ETF SAEF | 1.48% | 374.7K | 0.59% |
| 4 | Invesco S&P SmallCap Financials ETF PSCF | 1.01% | 270.8K | 0.29% |
| 5 | State Street SPDR S&P Global Dividend Aristocrats Screened UCITS ETF (Dist) GEDV.L | 0.77% | 185.5K | 0.45% |
| 6 | VictoryShares US Small Cap High Div Volatility Wtd ETF CSB | 0.70% | 1.86M | 0.40% |
| 7 | One Global ETF FFND | 0.69% | 700.0K | 1.61% |
| 8 | Fidelity Fundamental Small-Mid Cap ETF FFSM | 0.45% | 6.32M | 0.43% |
| 9 | iShares Dow Jones U.S. Select Dividend UCITS ETF (DE) EXX5.DE | 0.43% | 2.00M | 0.31% |
| 10 | iShares Select Dividend ETF DVY | 0.42% | 98.20M | 0.38% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
1.00
Neutral
Ratio by volume
0.88
Neutral
Buys
14
Sells
14
Shares acquired
386.6K
Shares disposed
441.0K
Cash buys
—
Cash sales
4.00
Net activity
-54,419
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-19 | Hogbin Christopher | Officer | S-Sale | D | Common Stock | 3,944 | 39.37 | 155.3K | 11,829 | D | ↗ |
| 2026-03-18 | Hogbin Christopher | Officer | S-Sale | D | Common Stock | 7,885 | 40.37 | 318.3K | 15,773 | D | ↗ |
| 2026-03-17 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 101,739 | 0.00 | — | 301,483 | D | ↗ |
| 2026-03-17 | Orszag Peter Richard | Director / Officer | S-Sale | D | Common Stock | 2,000 | 41.66 | 83.3K | 210,942 | D | ↗ |
| 2026-03-17 | Hogbin Christopher | Officer | M-Exempt | D | Restricted Stock Units | 48,332 | 0.00 | — | 260,989 | D | ↗ |
| 2026-03-17 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 5,564 | 0.00 | — | 12,758 | D | ↗ |
| 2026-03-17 | Farr Tracy | Officer | A-Award | A | Restricted Stock Units | 12,982 | 0.00 | — | 37,576 | D | ↗ |
| 2026-03-16 | Orszag Peter Richard | Director / Officer | M-Exempt | A | Common Stock | 138,340 | 0.00 | — | 321,614 | D | ↗ |
| 2026-03-02 | Soto Alexandra | Officer | F-InKind | D | Common Stock | 30,430 | 50.60 | 1.54M | 148,185 | D | ↗ |
| 2026-03-02 | Gathy Michael | Officer | M-Exempt | A | Common Stock | 2,251 | 0.00 | — | 2,251 | D | ↗ |
| 2026-03-02 | Farr Tracy | Officer | F-InKind | D | Common Stock | 3,014 | 50.60 | 152.5K | 2,889 | D | ↗ |
| 2026-02-20 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 2,553 | 0.00 | — | 264,487 | D | ↗ |
| 2026-02-20 | Hogbin Christopher | Officer | A-Award | A | Restricted Stock Units | 2,984 | 0.00 | — | 309,321 | D | ↗ |
| 2026-02-20 | Gathy Michael | Officer | A-Award | A | Restricted Stock Unit | 92 | 0.00 | — | 9,445 | D | ↗ |
| 2026-02-20 | Farr Tracy | Officer | A-Award | A | Restricted Stock Units | 295 | 0.00 | — | 30,497 | D | ↗ |
| 2026-02-17 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 83 | 0.00 | — | 10,398 | D | ↗ |
| 2026-02-17 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 721 | 0.00 | — | 98,849 | D | ↗ |
| 2026-02-01 | Farr Tracy | Officer | — | — | Restricted Stock Units | 30,202 | 0.00 | — | 0 | D | ↗ |
| 2025-12-04 | Hogbin Christopher | Officer | A-Award | A | Restricted Stock Units | 306,337 | 0.00 | — | 306,337 | D | ↗ |
| 2025-12-01 | Hogbin Christopher | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-17 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 83 | 0.00 | — | 10,315 | D | ↗ |
| 2025-11-17 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 728 | 0.00 | — | 98,128 | D | ↗ |
| 2025-11-14 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 2,622 | 0.00 | — | 261,934 | D | ↗ |
| 2025-11-14 | Gathy Michael | Officer | A-Award | A | Restricted Stock Unit | 95 | 0.00 | — | 9,353 | D | ↗ |
| 2025-09-16 | Shevelenko Dmitry | Director | A-Award | A | Deferred Stock Units | 2,126 | 0.00 | — | 2,126 | D | ↗ |
| 2025-09-16 | Orszag Peter Richard | Director / Officer | S-Sale | D | Common Stock | 32,475 | 54.09 | 1.76M | 183,274 | D | ↗ |
| 2025-09-15 | Orszag Peter Richard | Director / Officer | M-Exempt | A | Common Stock | 64,949 | 0.00 | — | 235,234 | D | ↗ |
| 2025-09-11 | Russo Evan L | Officer | S-Sale | D | Common Stock | 50,000 | 56.95 | 2.85M | 227,915 | D | ↗ |
| 2025-09-10 | Russo Evan L | Officer | S-Sale | D | Common Stock | 25,000 | 55.71 | 1.39M | 277,915 | D | ↗ |
| 2025-09-10 | Gathy Michael | Officer | S-Sale | D | Common Stock | 617 | 55.37 | 34.2K | 0 | D | ↗ |
| 2025-09-09 | Russo Evan L | Officer | G-Gift | D | Common Stock | 15,000 | 0.00 | — | 302,915 | D | ↗ |
| 2025-09-02 | Shevelenko Dmitry | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-08-15 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 2,380 | 0.00 | — | 259,312 | D | ↗ |
| 2025-08-15 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 596 | 0.00 | — | 64,949 | D | ↗ |
| 2025-08-15 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 74 | 0.00 | — | 10,232 | D | ↗ |
| 2025-08-15 | Gathy Michael | Officer | A-Award | A | Restricted Stock Unit | 86 | 0.00 | — | 9,258 | D | ↗ |
| 2025-08-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 651 | 0.00 | — | 97,400 | D | ↗ |
| 2025-06-11 | Soto Alexandra | Officer | S-Sale | D | Common Stock | 85,894 | 43.81 | 3.76M | 113,872 | D | ↗ |
| 2025-06-02 | SCHULMAN DANIEL H | Director | A-Award | A | Deferred Stock Units | 4,753 | 0.00 | — | 10,679 | D | ↗ |
| 2025-06-02 | Knobloch Iris | Director | A-Award | A | Deferred Stock Units | 3,992 | 0.00 | — | 38,150 | D | ↗ |
| 2025-06-02 | Jarrard Michelle | Director | A-Award | A | Deferred Stock Units | 3,992 | 0.00 | — | 43,379 | D | ↗ |
| 2025-06-02 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 4,119 | 0.00 | — | 10,158 | D | ↗ |
| 2025-06-02 | Harrison Peter | Director | A-Award | A | Deferred Stock Units | 3,992 | 0.00 | — | 4,892 | D | ↗ |
| 2025-06-02 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 4,056 | 0.00 | — | 96,749 | D | ↗ |
| 2025-06-02 | Achleitner Ann-Kristin | Director | A-Award | A | Deferred Stock Units | 3,992 | 0.00 | — | 23,259 | D | ↗ |
| 2025-05-16 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 2,743 | 0.00 | — | 256,932 | D | ↗ |
| 2025-05-16 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 687 | 0.00 | — | 64,353 | D | ↗ |
| 2025-05-16 | Gathy Michael | Officer | A-Award | A | Restricted Stock Unit | 100 | 0.00 | — | 9,172 | D | ↗ |
| 2025-05-15 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 88 | 0.00 | — | 6,039 | D | ↗ |
| 2025-05-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 775 | 0.00 | — | 92,693 | D | ↗ |
| 2025-03-25 | Harrison Peter | Director | A-Award | A | Deferred Stock Units | 900 | 0.00 | — | 900 | D | ↗ |
| 2025-03-17 | Orszag Peter Richard | Director / Officer | S-Sale | D | Common Stock | 26,352 | 45.91 | 1.21M | 170,285 | D | ↗ |
| 2025-03-14 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 99,660 | 0.00 | — | 254,189 | D | ↗ |
| 2025-03-14 | Russo Evan L | Officer | A-Award | A | Restricted Participation Units | 159,353 | 0.00 | — | 358,299 | D | ↗ |
| 2025-03-14 | Orszag Peter Richard | Director / Officer | S-Sale | D | Common Stock | 37,331 | 45.51 | 1.70M | 234,824 | D | ↗ |
| 2025-03-14 | Gathy Michael | Officer | A-Award | A | Restricted Stock Unit | 4,666 | 0.00 | — | 9,072 | D | ↗ |
| 2025-03-14 | Betsch Mary Ann | Officer | A-Award | A | Restricted Participation Units | 57,737 | 0.00 | — | 88,040 | D | ↗ |
| 2025-03-13 | Soto Alexandra | Officer | M-Exempt | D | Performance-based Restricted Stock Units | 110,638 | 0.00 | — | 0 | D | ↗ |
| 2025-03-13 | Russo Evan L | Officer | M-Exempt | A | Common Stock | 254,467 | 0.00 | — | 417,915 | D | ↗ |
| 2025-03-13 | Orszag Peter Richard | Director / Officer | M-Exempt | A | Common Stock | 258,154 | 0.00 | — | 376,809 | D | ↗ |
| 2025-03-03 | Harrison Peter | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-03-03 | Gathy Michael | Officer | M-Exempt | D | Restricted Stock Unit | 958 | 0.00 | — | 4,406 | D | ↗ |
| 2025-02-21 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 1,545 | 0.00 | — | 154,529 | D | ↗ |
| 2025-02-21 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 637 | 0.00 | — | 63,666 | D | ↗ |
| 2025-02-21 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 54 | 0.00 | — | 5,364 | D | ↗ |
| 2025-02-18 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 642 | 0.00 | — | 73,896 | D | ↗ |
| 2025-02-18 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 37 | 0.00 | — | 5,951 | D | ↗ |
| 2025-02-18 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 652 | 0.00 | — | 91,918 | D | ↗ |
| 2025-02-14 | Russo Evan L | Officer | S-Sale | D | Common Stock | 25,000 | 55.32 | 1.38M | 163,448 | D | ↗ |
| 2025-02-13 | Russo Evan L | Officer | S-Sale | D | Common Stock | 15,000 | 54.00 | 810.0K | 19,336 | I | ↗ |
| 2025-02-12 | Russo Evan L | Officer | S-Sale | D | Common Stock | 35,000 | 53.64 | 1.88M | 188,448 | D | ↗ |
| 2024-12-31 | JACOBS KENNETH M | Director / Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-12-13 | Russo Evan L | Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 223,448 | D | ↗ |
| 2024-11-15 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 1,379 | 0.00 | — | 152,984 | D | ↗ |
| 2024-11-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 757 | 0.00 | — | 108,709 | D | ↗ |
| 2024-11-15 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 568 | 0.00 | — | 63,029 | D | ↗ |
| 2024-11-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 636 | 0.00 | — | 73,254 | D | ↗ |
| 2024-11-15 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 49 | 0.00 | — | 5,310 | D | ↗ |
| 2024-11-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 646 | 0.00 | — | 91,266 | D | ↗ |
| 2024-09-13 | Orszag Peter Richard | Director / Officer | M-Exempt | A | Common Stock | 84,633 | 0.00 | — | 186,155 | — | ↗ |
| 2024-09-04 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 28,803 | 48.30 | 1.39M | 1,523,722 | — | ↗ |
| 2024-09-03 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 85,740 | 48.05 | 4.12M | 1,555,255 | — | ↗ |
| 2024-08-26 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 86,728 | 50.02 | 4.34M | 1,640,995 | — | ↗ |
| 2024-08-23 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 1,999 | 50.01 | 100.0K | 1,727,723 | — | ↗ |
| 2024-08-16 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 1,564 | 0.00 | — | 151,605 | — | ↗ |
| 2024-08-16 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 1,518 | 0.00 | — | 147,094 | — | ↗ |
| 2024-08-16 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 56 | 0.00 | — | 5,261 | — | ↗ |
| 2024-08-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 912 | 0.00 | — | 107,952 | — | ↗ |
| 2024-08-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 766 | 0.00 | — | 72,618 | — | ↗ |
| 2024-08-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 778 | 0.00 | — | 90,620 | — | ↗ |
| 2024-07-16 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 207,000 | 45.23 | 9.36M | 1,729,722 | — | ↗ |
| 2024-07-09 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 46,107 | 40.19 | 1.85M | 1,936,722 | — | ↗ |
| 2024-06-11 | SCHULMAN DANIEL H | Director | A-Award | A | Deferred Stock Units | 1,482 | 0.00 | — | 5,926 | — | ↗ |
| 2024-06-11 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 1,470 | 0.00 | — | 5,914 | — | ↗ |
| 2024-06-03 | SCHULMAN DANIEL H | Director | A-Award | A | Deferred Stock Units | 4,444 | 0.00 | — | 4,444 | — | ↗ |
| 2024-06-03 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 5,127 | 0.00 | — | 107,040 | — | ↗ |
| 2024-06-03 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 4,307 | 0.00 | — | 71,852 | — | ↗ |
| 2024-06-03 | Knobloch Iris | Director | A-Award | A | Deferred Stock Units | 4,307 | 0.00 | — | 34,158 | — | ↗ |
| 2024-06-03 | Jarrard Michelle | Director | A-Award | A | Deferred Stock Units | 4,307 | 0.00 | — | 39,387 | — | ↗ |
| 2024-06-03 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 4,149 | 40.00 | 166.0K | 485,567 | — | ↗ |
| 2024-06-03 | Howe Stephen R. Jr. | Director | A-Award | A | Deferred Stock Units | 4,444 | 0.00 | — | 4,444 | — | ↗ |
| 2024-06-03 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 4,375 | 0.00 | — | 89,842 | — | ↗ |
| 2024-06-03 | Achleitner Ann-Kristin | Director | A-Award | A | Deferred Stock Units | 4,307 | 0.00 | — | 19,267 | — | ↗ |
| 2024-05-31 | JACOBS KENNETH M | Director / Officer | S-Sale | D | Common Stock | 152,272 | 40.20 | 6.12M | 1,991,450 | — | ↗ |
| 2024-05-17 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 1,817 | 0.00 | — | 150,041 | — | ↗ |
| 2024-05-17 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 1,763 | 0.00 | — | 145,576 | — | ↗ |
| 2024-05-17 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 64 | 0.00 | — | 5,205 | — | ↗ |
| 2024-05-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 1,128 | 0.00 | — | 101,913 | — | ↗ |
| 2024-05-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 899 | 0.00 | — | 67,545 | — | ↗ |
| 2024-05-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 914 | 0.00 | — | 85,467 | — | ↗ |
| 2024-03-13 | Russo Evan L | Officer | S-Sale | D | Common Stock | 75,000 | 39.35 | 2.95M | 227,448 | — | ↗ |
| 2024-03-11 | Russo Evan L | Officer | M-Exempt | D | Performance-based Restricted Participation Units | 168,539 | 0.00 | — | 0 | — | ↗ |
| 2024-03-11 | Orszag Peter Richard | Director / Officer | D-Return | D | Common Stock | 50,000 | 39.20 | 1.96M | 101,522 | — | ↗ |
| 2024-03-11 | JACOBS KENNETH M | Director | M-Exempt | D | Performance-based Restricted Participation Units | 321,025 | 0.00 | — | 0 | — | ↗ |
| 2024-03-01 | Soto Alexandra | Officer | M-Exempt | D | Restricted Stock Units | 12,834 | 0.00 | — | 148,224 | — | ↗ |
| 2024-02-23 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 2,064 | 0.00 | — | 161,058 | — | ↗ |
| 2024-02-23 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 1,842 | 0.00 | — | 143,813 | — | ↗ |
| 2024-02-22 | Weideman Christian A. | Officer | A-Award | A | Restricted Participation Units | 35,423 | 0.00 | — | 35,423 | — | ↗ |
| 2024-02-22 | Russo Evan L | Officer | A-Award | A | Performance-based Restricted Participation Units | 168,539 | 0.00 | — | 168,539 | — | ↗ |
| 2024-02-22 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Participation Units | 77,781 | 0.00 | — | 77,781 | — | ↗ |
| 2024-02-22 | JACOBS KENNETH M | Director / Officer | A-Award | A | Restricted Participation Units | 220,026 | 0.00 | — | 220,026 | — | ↗ |
| 2024-02-22 | Betsch Mary Ann | Officer | A-Award | A | Restricted Participation Units | 30,303 | 0.00 | — | 30,303 | — | ↗ |
| 2024-02-21 | Gathy Michael | Officer | S-Sale | D | Common Stock | 5 | 37.62 | 188.10 | 0 | — | ↗ |
| 2024-02-20 | Soto Alexandra | Officer | A-Award | A | Performance-based Restricted Stock Units | 63,169 | 0.00 | — | 63,169 | — | ↗ |
| 2024-02-20 | Gathy Michael | Officer | S-Sale | D | Common Stock | 99 | 38.28 | 3.8K | 19 | — | ↗ |
| 2024-02-16 | Gathy Michael | Officer | S-Sale | D | Common Stock | 76 | 38.03 | 2.9K | 118 | — | ↗ |
| 2024-02-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 1,225 | 0.00 | — | 100,785 | — | ↗ |
| 2024-02-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 953 | 0.00 | — | 66,646 | — | ↗ |
| 2024-02-15 | Gathy Michael | Officer | S-Sale | D | Common Stock | 155 | 37.90 | 5.9K | 194 | — | ↗ |
| 2024-02-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 968 | 0.00 | — | 84,553 | — | ↗ |
| 2024-02-14 | Gathy Michael | Officer | S-Sale | D | Common Stock | 36 | 37.36 | 1.3K | 349 | — | ↗ |
| 2024-02-13 | Gathy Michael | Officer | M-Exempt | D | Restricted Stock Units | 662 | 0.00 | — | 5,074 | — | ↗ |
| 2024-02-08 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Unit | 87,408 | 0.00 | — | 158,994 | — | ↗ |
| 2024-02-08 | Gathy Michael | Officer | A-Award | A | Restricted Stock Unit | 3,191 | 0.00 | — | 5,736 | — | ↗ |
| 2024-02-01 | SCHULMAN DANIEL H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-02-01 | Howe Stephen R. Jr. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-26 | Russo Evan L | Officer | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 209,752 | — | ↗ |
| 2023-11-17 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 1,311 | 0.00 | — | 71,586 | — | ↗ |
| 2023-11-17 | Orszag Peter Richard | Director / Officer | A-Award | A | Restricted Stock Units | 2,599 | 0.00 | — | 141,971 | — | ↗ |
| 2023-11-17 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 47 | 0.00 | — | 2,545 | — | ↗ |
| 2023-11-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 1,651 | 0.00 | — | 99,560 | — | ↗ |
| 2023-11-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 1,284 | 0.00 | — | 65,693 | — | ↗ |
| 2023-11-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 1,305 | 0.00 | — | 83,585 | — | ↗ |
| 2023-10-12 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 2,498 | 0.00 | — | 2,498 | — | ↗ |
| 2023-10-10 | Gathy Michael | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-10-02 | Weideman Christian A. | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-18 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 1,036 | 0.00 | — | 70,275 | — | ↗ |
| 2023-08-18 | Orszag Peter Richard | Officer | A-Award | A | Restricted Stock Units | 2,053 | 0.00 | — | 139,372 | — | ↗ |
| 2023-08-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 1,325 | 0.00 | — | 97,909 | — | ↗ |
| 2023-08-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 1,031 | 0.00 | — | 64,409 | — | ↗ |
| 2023-08-15 | HAASS RICHARD N | Director | A-Award | A | Deferred Stock Units | 1,014 | 0.00 | — | 60,381 | — | ↗ |
| 2023-08-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 1,047 | 0.00 | — | 82,280 | — | ↗ |
| 2023-07-15 | Orszag Peter Richard | Officer | A-Award | A | Restricted Stock Units | 58,309 | 0.00 | — | 137,319 | — | ↗ |
| 2023-06-01 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 7,765 | 0.00 | — | 96,584 | — | ↗ |
| 2023-06-01 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 6,039 | 0.00 | — | 63,378 | — | ↗ |
| 2023-06-01 | Knobloch Iris | Director | A-Award | A | Deferred Stock Units | 6,039 | 0.00 | — | 29,851 | — | ↗ |
| 2023-06-01 | Jarrard Michelle | Director | A-Award | A | Deferred Stock Units | 6,039 | 0.00 | — | 35,080 | — | ↗ |
| 2023-06-01 | HAASS RICHARD N | Director | A-Award | A | Deferred Stock Units | 5,943 | 0.00 | — | 59,367 | — | ↗ |
| 2023-06-01 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 6,135 | 0.00 | — | 81,233 | — | ↗ |
| 2023-06-01 | Achleitner Ann-Kristin | Director | A-Award | A | Deferred Stock Units | 6,039 | 0.00 | — | 14,960 | — | ↗ |
| 2023-05-19 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 1,205 | 0.00 | — | 69,239 | — | ↗ |
| 2023-05-19 | RAGONE DOMINICK | Officer | A-Award | A | Restricted Stock Units | 368 | 0.00 | — | 21,123 | — | ↗ |
| 2023-05-19 | Orszag Peter Richard | Officer | A-Award | A | Restricted Stock Units | 1,374 | 0.00 | — | 79,010 | — | ↗ |
| 2023-05-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 1,512 | 0.00 | — | 88,819 | — | ↗ |
| 2023-05-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 1,237 | 0.00 | — | 57,339 | — | ↗ |
| 2023-05-15 | HAASS RICHARD N | Director | A-Award | A | Deferred Stock Units | 1,218 | 0.00 | — | 53,424 | — | ↗ |
| 2023-05-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 1,257 | 0.00 | — | 75,098 | — | ↗ |
| 2023-03-16 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 55,995 | 0.00 | — | 68,034 | — | ↗ |
| 2023-03-08 | Russo Evan L | Officer | M-Exempt | D | Performance-based Restricted Participation Units | 134,696 | 0.00 | — | 0 | — | ↗ |
| 2023-03-08 | Orszag Peter Richard | Officer | M-Exempt | A | Class A Common Stock | 39,214 | 0.00 | — | 112,634 | — | ↗ |
| 2023-03-08 | Lewis William M Jr | Director | M-Exempt | A | Class A Common Stock | 29,980 | 0.00 | — | 139,884 | — | ↗ |
| 2023-03-08 | JACOBS KENNETH M | Director / Officer | M-Exempt | D | Performance-based Restricted Participation Units | 323,176 | 0.00 | — | 0 | — | ↗ |
| 2023-03-08 | Hoffman Scott D | Officer | M-Exempt | A | Class A Common Stock | 107,918 | 0.00 | — | 223,277 | — | ↗ |
| 2023-03-01 | Soto Alexandra | Officer | M-Exempt | D | Restricted Stock Units | 28,215 | 0.00 | — | 12,039 | — | ↗ |
| 2023-03-01 | RAGONE DOMINICK | Officer | M-Exempt | D | Restricted Class A Common Stock | 3,046 | 0.00 | — | 7,342 | — | ↗ |
| 2023-03-01 | Orszag Peter Richard | Officer | M-Exempt | A | Class A Common Stock | 7,733 | 0.00 | — | 73,420 | — | ↗ |
| 2023-02-24 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 541 | 0.00 | — | 40,254 | — | ↗ |
| 2023-02-24 | RAGONE DOMINICK | Officer | A-Award | A | Restricted Stock Units | 391 | 0.00 | — | 29,065 | — | ↗ |
| 2023-02-24 | Orszag Peter Richard | Officer | A-Award | A | Restricted Stock Units | 1,041 | 0.00 | — | 77,636 | — | ↗ |
| 2023-02-23 | Gathy Michael | Officer | A-Award | A | Restricted Stock Units | 42 | 0.00 | — | 5,141 | — | ↗ |
| 2023-02-22 | Russo Evan L | Officer | A-Award | A | Performance-based Restricted Participation Units | 101,022 | 0.00 | — | 134,696 | — | ↗ |
| 2023-02-22 | JACOBS KENNETH M | Director / Officer | A-Award | A | Performance-based Restricted Participation Units | 242,382 | 0.00 | — | 323,176 | — | ↗ |
| 2023-02-22 | Hoffman Scott D | Officer | A-Award | A | Performance-based Restricted Participation Units | 80,938 | 0.00 | — | 107,918 | — | ↗ |
| 2023-02-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 1,130 | 0.00 | — | 87,307 | — | ↗ |
| 2023-02-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 937 | 0.00 | — | 56,102 | — | ↗ |
| 2023-02-15 | Lewis William M Jr | Director | A-Award | A | Deferred Stock Units | 833 | 0.00 | — | 6,675 | — | ↗ |
| 2023-02-15 | HAASS RICHARD N | Director | A-Award | A | Deferred Stock Units | 922 | 0.00 | — | 52,206 | — | ↗ |
| 2023-02-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 952 | 0.00 | — | 73,841 | — | ↗ |
| 2023-02-09 | RAGONE DOMINICK | Officer | A-Award | A | Restricted Class A Common Stock | 7,243 | 0.00 | — | 10,289 | — | ↗ |
| 2022-11-29 | Stern Alexander F. | Officer | S-Sale | D | Class A Common Stock | 49,000 | 36.39 | 1.78M | 50,258 | — | ↗ |
| 2022-11-25 | Russo Evan L | Officer | G-Gift | D | Class A Common Stock | 4,000 | 0.00 | — | 135,973 | — | ↗ |
| 2022-11-18 | Soto Alexandra | Officer | A-Award | A | Restricted Stock Units | 537 | 0.00 | — | 39,713 | — | ↗ |
| 2022-11-18 | RAGONE DOMINICK | Officer | A-Award | A | Restricted Stock Units | 290 | 0.00 | — | 21,431 | — | ↗ |
| 2022-11-15 | PARSONS RICHARD D | Director | A-Award | A | Deferred Stock Units | 1,102 | 0.00 | — | 86,177 | — | ↗ |
| 2022-11-15 | Mendillo Jane L | Director | A-Award | A | Deferred Stock Units | 914 | 0.00 | — | 55,165 | — | ↗ |
| 2022-11-15 | Lewis William M Jr | Director | A-Award | A | Deferred Stock Units | 812 | 0.00 | — | 5,842 | — | ↗ |
| 2022-11-15 | HAASS RICHARD N | Director | A-Award | A | Deferred Stock Units | 899 | 0.00 | — | 51,284 | — | ↗ |
| 2022-11-15 | Alper Andrew M | Director | A-Award | A | Deferred Stock Units | 928 | 0.00 | — | 72,889 | — | ↗ |
| 2022-10-03 | Betsch Mary Ann | Officer | — | D | No Securities Beneficially Owned | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-09-06 | RAGONE DOMINICK | Officer | M-Exempt | A | Class A Common Stock | 1,015 | 0.00 | — | 17,083 | — | ↗ |
Executive team
Top executives
EBIT / Employee
123.8K
Shares Outstanding
93.91M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher Hogbin Chief Executive Officer of Lazard Asset Management | 62.5K | — | 16.38M | — | — | 3.78M | 20.22M | 81.02% | ↗ |
| 2 | 2025 | Peter R. Orszag Chief Executive Officer | 900.0K | 3.90M | 8.67M | — | — | 256.9K | 13.72M | 63.15% | ↗ |
| 3 | 2025 | Alexandra Soto Chief Operating Officer | 750.0K | 1.81M | 5.39M | — | — | 52.3K | 8.00M | 67.36% | ↗ |
| 4 | 2025 | Mary Ann Betsch Former Chief Financial Officer | 750.0K | 825.0K | 2.27M | — | — | 2.72M | 6.56M | 34.62% | ↗ |
| 5 | 2025 | Evan L. Russo Former Chief Executive Officer of Lazard Asset Management | 750.0K | — | 4.04M | — | — | 224.7K | 5.02M | 80.58% | ↗ |
| 6 | 2025 | Christian A. Weideman General Counsel | 750.0K | 937.5K | 2.63M | — | — | 31.6K | 4.35M | 60.51% | ↗ |
| 7 | 2024 | Peter R. Orszag Chief Executive Officer | 900.0K | 3.90M | 6.44M | — | — | 160.2K | 11.40M | 56.47% | ↗ |
| 8 | 2024 | Kenneth M. Jacobs former Executive Chairman | 750.0K | 2.77M | 5.96M | — | — | 227.6K | 9.71M | 61.40% | ↗ |
| 9 | 2024 | Evan L. Russo Chief Executive Officer of Lazard Asset Management | 750.0K | 1.49M | 6.10M | — | — | 186.9K | 8.52M | 71.53% | ↗ |
| 10 | 2024 | Evan L. Russo Former Chief Executive Officer of Lazard Asset Management | 750.0K | 1.49M | 6.10M | — | — | 186.9K | 8.52M | 71.53% | ↗ |
| 11 | 2024 | Alexandra Soto Chief Operating Officer | 750.0K | 1.73M | 3.41M | — | — | 52.3K | 5.95M | 57.41% | ↗ |
| 12 | 2024 | Mary Ann Betsch Chief Financial Officer | 750.0K | 825.0K | 2.21M | — | — | 37.0K | 3.82M | 57.81% | ↗ |
| 13 | 2024 | Mary Ann Betsch Former Chief Financial Officer | 750.0K | 825.0K | 2.21M | — | — | 37.0K | 3.82M | 57.81% | ↗ |
| 14 | 2023 | Peter R. Orszag Chief Executive Officer (effective October 1, 2023) | 787.5K | 4.16M | 25.80M | — | — | 90.4K | 30.83M | 83.67% | ↗ |
| 15 | 2023 | Peter R. Orszag Chief Executive Officer | 787.5K | 4.16M | 25.80M | — | — | 90.4K | 30.83M | 83.67% | ↗ |
| 16 | 2023 | Evan L. Russo Chief Executive Officer of Lazard Asset Management (effective June 1, 2022) | 750.0K | 2.04M | 22.21M | — | — | 136.1K | 25.14M | 88.36% | ↗ |
| 17 | 2023 | Evan L. Russo Chief Executive Officer of Lazard Asset Management | 750.0K | 2.04M | 22.21M | — | — | 136.1K | 25.14M | 88.36% | ↗ |
| 18 | 2023 | Evan L. Russo Former Chief Executive Officer of Lazard Asset Management | 750.0K | 2.04M | 22.21M | — | — | 136.1K | 25.14M | 88.36% | ↗ |
| 19 | 2023 | Scott D. Hoffman Chief Administrative Officer and General Counsel (until September 30, 2023) | 562.5K | — | 3.13M | — | — | 11.32M | 15.00M | 20.83% | ↗ |
| 20 | 2023 | Kenneth M. Jacobs Executive Chairman (effective October 1, 2023) | 862.5K | 1.87M | 7.91M | — | — | 247.5K | 10.88M | 72.66% | ↗ |
| 21 | 2023 | Kenneth M. Jacobs former Executive Chairman | 862.5K | 1.87M | 7.91M | — | — | 247.5K | 10.88M | 72.66% | ↗ |
| 22 | 2023 | Alexandra Soto Chief Operating Officer (effective September 14, 2023) | 750.0K | 800.0K | 4.00M | — | — | 91.2K | 5.64M | 70.89% | ↗ |
| 23 | 2023 | Alexandra Soto Chief Operating Officer | 750.0K | 800.0K | 4.00M | — | — | 91.2K | 5.64M | 70.89% | ↗ |
| 24 | 2023 | Mary Ann Betsch Former Chief Financial Officer | 750.0K | 750.0K | 1.09M | — | — | 64.5K | 2.65M | 41.04% | ↗ |
| 25 | 2023 | Mary Ann Betsch Chief Financial Officer | 750.0K | 750.0K | 1.09M | — | — | 64.5K | 2.65M | 41.04% | ↗ |
| 26 | 2023 | Mary Ann Betsch Chief Financial Officer (effective October 3, 2022) | 750.0K | 750.0K | 1.09M | — | — | 64.5K | 2.65M | 41.04% | ↗ |
| 27 | 2022 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | — | 9.75M | — | — | 237.6K | 10.89M | 89.55% | ↗ |
| 28 | 2022 | Kenneth M. Jacobs Executive Chairman (effective October 1, 2023) | 900.0K | — | 9.75M | — | — | 237.6K | 10.89M | 89.55% | ↗ |
| 29 | 2022 | Kenneth M. Jacobs former Executive Chairman | 900.0K | — | 9.75M | — | — | 237.6K | 10.89M | 89.55% | ↗ |
| 30 | 2022 | Peter R. Orszag Chief Executive Officer of Lazard Financial Advisory | 750.0K | 1.25M | 7.65M | — | — | 75.6K | 9.73M | 78.66% | ↗ |
| 31 | 2022 | Peter R. Orszag Chief Executive Officer | 750.0K | 1.25M | 7.65M | — | — | 75.6K | 9.73M | 78.66% | ↗ |
| 32 | 2022 | Peter R. Orszag Chief Executive Officer (effective October 1, 2023) | 750.0K | 1.25M | 7.65M | — | — | 75.6K | 9.73M | 78.66% | ↗ |
| 33 | 2022 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management (until June 1, 2022) | 750.0K | 1.85M | 5.41M | — | — | 146.4K | 8.16M | 66.35% | ↗ |
| 34 | 2022 | Alexander F. Stern President | 750.0K | — | 5.70M | — | — | 146.3K | 6.60M | 86.42% | ↗ |
| 35 | 2022 | Evan L. Russo Chief Executive Officer of Lazard Asset Management (effective June 1, 2022) Chief Financial Officer (January 1, 2022 until October 3, 2022) | 750.0K | — | 5.08M | — | — | 118.2K | 5.95M | 85.40% | ↗ |
| 36 | 2022 | Evan L. Russo Chief Executive Officer of Lazard Asset Management | 750.0K | — | 5.08M | — | — | 118.2K | 5.95M | 85.40% | ↗ |
| 37 | 2022 | Evan L. Russo Chief Executive Officer of Lazard Asset Management (effective June 1, 2022) | 750.0K | — | 5.08M | — | — | 118.2K | 5.95M | 85.40% | ↗ |
| 38 | 2022 | Mary Ann Betsch Chief Financial Officer | 187.5K | 1.10M | — | — | — | 5.1K | 1.29M | 0.00% | ↗ |
| 39 | 2022 | Mary Ann Betsch Chief Financial Officer (effective October 3, 2022) | 187.5K | 1.10M | — | — | — | 5.1K | 1.29M | 0.00% | ↗ |
| 40 | 2021 | Kenneth M. Jacobs Executive Chairman (effective October 1, 2023) | 900.0K | 3.08M | 7.68M | — | — | 125.7K | 11.78M | 65.18% | ↗ |
| 41 | 2021 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 3.08M | 7.68M | — | — | 125.7K | 11.78M | 65.18% | ↗ |
| 42 | 2021 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management (until June 1, 2022) | 750.0K | 4.40M | 4.55M | — | — | 74.5K | 9.78M | 46.56% | ↗ |
| 43 | 2021 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.40M | 4.55M | — | — | 74.5K | 9.78M | 46.56% | ↗ |
| 44 | 2021 | Peter R. Orszag Chief Executive Officer (effective October 1, 2023) | 750.0K | 4.35M | 3.36M | — | — | 58.6K | 8.52M | 39.46% | ↗ |
| 45 | 2021 | Peter R. Orszag Chief Executive Officer of Lazard Financial Advisory | 750.0K | 4.35M | 3.36M | — | — | 58.6K | 8.52M | 39.46% | ↗ |
| 46 | 2021 | Alexander F. Stern President | 750.0K | 1.58M | 4.80M | — | — | 70.5K | 7.19M | 66.70% | ↗ |
| 47 | 2021 | Evan L. Russo Chief Financial Officer | 750.0K | 1.32M | 4.03M | — | — | 74.2K | 6.17M | 65.27% | ↗ |
| 48 | 2021 | Evan L. Russo Chief Executive Officer of Lazard Asset Management (effective June 1, 2022) Chief Financial Officer (January 1, 2022 until October 3, 2022) | 750.0K | 1.32M | 4.03M | — | — | 74.2K | 6.17M | 65.27% | ↗ |
| 49 | 2021 | Evan L. Russo Chief Executive Officer of Lazard Asset Management (effective June 1, 2022) | 750.0K | 1.32M | 4.03M | — | — | 74.2K | 6.17M | 65.27% | ↗ |
| 50 | 2020 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 2.10M | 6.93M | — | — | 107.8K | 10.04M | 69.04% | ↗ |
| 51 | 2020 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 3.40M | 4.23M | — | — | 56.3K | 8.44M | 50.16% | ↗ |
| 52 | 2020 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management (until June 1, 2022) | 750.0K | 3.40M | 4.23M | — | — | 56.3K | 8.44M | 50.16% | ↗ |
| 53 | 2020 | Peter R. Orszag Chief Executive Officer of Lazard Financial Advisory | 750.0K | 4.04M | 3.38M | — | — | 49.5K | 8.21M | 41.10% | ↗ |
| 54 | 2020 | Alexander F. Stern President | 750.0K | 1.13M | 4.50M | — | — | 74.2K | 6.45M | 69.80% | ↗ |
| 55 | 2020 | Evan L. Russo Chief Financial Officer | 750.0K | 825.0K | 2.89M | — | — | 60.9K | 4.52M | 63.84% | ↗ |
| 56 | 2020 | Evan L. Russo Chief Executive Officer of Lazard Asset Management (effective June 1, 2022) Chief Financial Officer (January 1, 2022 until October 3, 2022) | 750.0K | 825.0K | 2.89M | — | — | 60.9K | 4.52M | 63.84% | ↗ |
| 57 | 2019 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 2.10M | 7.41M | — | — | 101.7K | 10.51M | 70.49% | ↗ |
| 58 | 2019 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 3.53M | 4.73M | — | — | 48.1K | 9.06M | 52.26% | ↗ |
| 59 | 2019 | Alexander F. Stern President | 750.0K | 1.20M | 4.79M | — | — | 76.3K | 6.82M | 70.29% | ↗ |
| 60 | 2019 | Scott D. Hoffman Chief Administrative Officer and General Counsel | 750.0K | 712.5K | 2.50M | — | — | 98.8K | 4.07M | 61.60% | ↗ |
| 61 | 2019 | Evan L. Russo Chief Financial Officer | 750.0K | 732.5K | 2.37M | — | — | 51.0K | 3.90M | 60.67% | ↗ |
| 62 | 2019 | Evan L. Russo Chief Financial Officer (effective October 1, 2017) | 750.0K | 732.5K | 2.37M | — | — | 51.0K | 3.90M | 60.67% | ↗ |
| 63 | 2018 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 3.13M | 7.38M | — | — | 54.2K | 11.46M | 64.39% | ↗ |
| 64 | 2018 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.03M | 5.31M | — | — | 35.2K | 10.12M | 52.47% | ↗ |
| 65 | 2018 | (effective October 1, 2017) Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.03M | 5.31M | — | — | 35.2K | 10.12M | 52.47% | ↗ |
| 66 | 2018 | Alexander F. Stern Chief Operating Officer and Chief Executive Officer, Financial Advisory | 750.0K | 1.91M | 4.43M | — | — | 36.6K | 7.13M | 62.12% | ↗ |
| 67 | 2018 | Alexander F. Stern President | 750.0K | 1.91M | 4.43M | — | — | 36.6K | 7.13M | 62.12% | ↗ |
| 68 | 2018 | Scott D. Hoffman Chief Administrative Officer and General Counsel | 750.0K | 922.5K | 2.54M | — | — | 49.3K | 4.26M | 59.62% | ↗ |
| 69 | 2018 | Evan L. Russo Chief Financial Officer (effective October 1, 2017) | 750.0K | 862.5K | 1.86M | — | — | 44.7K | 3.52M | 52.91% | ↗ |
| 70 | 2018 | Evan L. Russo Chief Financial Officer | 750.0K | 862.5K | 1.86M | — | — | 44.7K | 3.52M | 52.91% | ↗ |
| 71 | 2017 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 4.10M | 6.63M | — | — | 62.4K | 11.69M | 56.70% | ↗ |
| 72 | 2017 | (effective October 1, 2017) Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.65M | 4.65M | — | — | 31.4K | 10.08M | 46.10% | ↗ |
| 73 | 2017 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.65M | 4.65M | — | — | 31.4K | 10.08M | 46.10% | ↗ |
| 74 | 2017 | Alexander F. Stern President | 750.0K | 2.25M | 4.22M | — | — | 55.6K | 7.27M | 57.99% | ↗ |
| 75 | 2017 | Alexander F. Stern Chief Operating Officer and Chief Executive Officer, Financial Advisory | 750.0K | 2.25M | 4.22M | — | — | 55.6K | 7.27M | 57.99% | ↗ |
| 76 | 2017 | Scott D. Hoffman Chief Administrative Officer and General Counsel | 750.0K | 1.07M | 2.35M | — | — | 74.2K | 4.24M | 55.41% | ↗ |
| 77 | 2017 | Matthieu Bucaille Chief Financial Officer (until October 1, 2017) | 750.0K | 885.0K | 2.21M | — | — | 54.3K | 3.90M | 56.64% | ↗ |
| 78 | 2017 | Evan L. Russo Chief Financial Officer | 562.5K | 952.5K | 1.65M | — | — | 41.3K | 3.21M | 51.47% | ↗ |
| 79 | 2017 | Evan L. Russo Chief Financial Officer (effective October 1, 2017) | 562.5K | 952.5K | 1.65M | — | — | 41.3K | 3.21M | 51.47% | ↗ |
| 80 | 2016 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 3.50M | 7.18M | — | — | 56.4K | 11.64M | 61.72% | ↗ |
| 81 | 2016 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 3.88M | 4.89M | — | — | 28.9K | 9.54M | 51.23% | ↗ |
| 82 | 2016 | (effective October 1, 2017) Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 3.88M | 4.89M | — | — | 28.9K | 9.54M | 51.23% | ↗ |
| 83 | 2016 | Alexander F. Stern Chief Operating Officer and Chief Executive Officer, Financial Advisory | 750.0K | 2.05M | 4.10M | — | — | 44.2K | 6.95M | 59.05% | ↗ |
| 84 | 2016 | Matthieu Bucaille Chief Financial Officer | 750.0K | 852.5K | 2.19M | — | — | 296.2K | 4.09M | 53.59% | ↗ |
| 85 | 2016 | Matthieu Bucaille Chief Financial Officer (until October 1, 2017) | 750.0K | 852.5K | 2.19M | — | — | 296.2K | 4.09M | 53.59% | ↗ |
| 86 | 2016 | Scott D. Hoffman Chief Administrative Officer and General Counsel | 750.0K | 912.5K | 2.30M | — | — | 57.5K | 4.02M | 57.19% | ↗ |
| 87 | 2016 | Scott D. Hoffman General Counsel | 750.0K | 912.5K | 2.30M | — | — | 57.5K | 4.02M | 57.19% | ↗ |
| 88 | 2015 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 3.90M | 6.84M | — | — | 44.2K | 11.68M | 58.52% | ↗ |
| 89 | 2015 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.15M | 5.53M | — | — | 14.8K | 10.44M | 52.94% | ↗ |
| 90 | 2015 | (effective October 1, 2017) Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.15M | 5.53M | — | — | 14.8K | 10.44M | 52.94% | ↗ |
| 91 | 2015 | Alexander F. Stern Chief Operating Officer and Chief Executive Officer, Financial Advisory | 750.0K | 1.99M | 4.04M | — | — | 27.2K | 6.81M | 59.34% | ↗ |
| 92 | 2015 | Matthieu Bucaille Chief Financial Officer (until October 1, 2017) | 750.0K | 852.5K | 2.28M | — | — | 491.5K | 4.37M | 52.08% | ↗ |
| 93 | 2015 | Matthieu Bucaille Chief Financial Officer | 750.0K | 852.5K | 2.28M | — | — | 491.5K | 4.37M | 52.08% | ↗ |
| 94 | 2015 | Scott D. Hoffman General Counsel | 750.0K | 897.5K | 2.38M | — | — | 32.9K | 4.06M | 58.66% | ↗ |
| 95 | 2015 | Scott D. Hoffman Chief Administrative Officer and General Counsel | 750.0K | 897.5K | 2.38M | — | — | 32.9K | 4.06M | 58.66% | ↗ |
| 96 | 2014 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.65M | 5.07M | — | — | 13.4K | 10.49M | 48.37% | ↗ |
| 97 | 2014 | Ashish Bhutani Chief Executive Officer of Lazard Asset | 750.0K | 4.65M | 5.07M | — | — | 13.4K | 10.49M | 48.37% | ↗ |
| 98 | 2014 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 3.50M | 5.54M | — | — | 54.3K | 9.99M | 55.42% | ↗ |
| 99 | 2014 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 3.50M | 5.54M | — | — | 32.8K | 9.99M | 55.46% | ↗ |
| 100 | 2014 | Alexander F. Stern Chief Operating Officer and Chief Executive Officer, Financial Advisory | 750.0K | 1.85M | 3.23M | — | — | 48.3K | 5.88M | 54.95% | ↗ |
| 101 | 2014 | Alexander F. Stern Chief Operating Officer | 750.0K | 1.85M | 3.23M | — | — | 17.0K | 5.87M | 55.02% | ↗ |
| 102 | 2014 | Matthieu Bucaille Chief Financial Officer | 750.0K | 852.5K | 1.89M | — | — | 450.1K | 3.95M | 48.00% | ↗ |
| 103 | 2014 | Matthieu Bucaille Chief Financial Officer | 750.0K | 852.5K | 1.89M | — | — | 443.1K | 3.94M | 48.09% | ↗ |
| 104 | 2014 | Scott D. Hoffman General Counsel | 750.0K | 897.5K | 1.97M | — | — | 68.2K | 3.68M | 53.41% | ↗ |
| 105 | 2014 | Scott D. Hoffman General Counsel | 750.0K | 897.5K | 1.97M | — | — | 24.4K | 3.68M | 53.51% | ↗ |
| 106 | 2013 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management | 750.0K | 4.24M | 4.63M | — | — | 12.5K | 9.63M | 48.07% | ↗ |
| 107 | 2013 | Ashish Bhutani Chief Executive Officer of Lazard Asset | 750.0K | 4.24M | 4.63M | — | — | 12.5K | 9.63M | 48.07% | ↗ |
| 108 | 2013 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 2.70M | 4.98M | — | — | 31.3K | 8.62M | 57.85% | ↗ |
| 109 | 2013 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 2.70M | 4.98M | — | — | 31.3K | 8.62M | 57.85% | ↗ |
| 110 | 2013 | Alexander F. Stern Chief Operating Officer | 750.0K | 1.35M | 2.57M | — | — | 16.4K | 4.69M | 54.87% | ↗ |
| 111 | 2013 | Alexander F. Stern Chief Operating Officer and Chief Executive Officer, Financial Advisory | 750.0K | 1.35M | 2.57M | — | — | 16.4K | 4.69M | 54.87% | ↗ |
| 112 | 2013 | Matthieu Bucaille Chief Financial Officer | 750.0K | 702.5K | 1.68M | — | — | 511.9K | 3.65M | 46.15% | ↗ |
| 113 | 2013 | Matthieu Bucaille Chief Financial Officer | 750.0K | 702.5K | 1.68M | — | — | 511.9K | 3.65M | 46.15% | ↗ |
| 114 | 2013 | Scott D. Hoffman General Counsel | 750.0K | 732.5K | 1.75M | — | — | 21.1K | 3.26M | 53.81% | ↗ |
| 115 | 2013 | Scott D. Hoffman General Counsel | 750.0K | 732.5K | 1.75M | — | — | 21.1K | 3.26M | 53.81% | ↗ |
| 116 | 2012 | Gary W. Parr | 750.0K | 2.75M | 6.50M | — | — | 22.9K | 10.02M | 64.85% | ↗ |
| 117 | 2012 | Ashish Bhutani Chief Executive Officer of Lazard Asset | 750.0K | 3.95M | 4.97M | — | — | 12.0K | 9.68M | 51.33% | ↗ |
| 118 | 2012 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 2.50M | 5.40M | — | — | 31.3K | 8.84M | 61.11% | ↗ |
| 119 | 2012 | Alexander F. Stern Chief Operating Officer | 750.0K | 1.12M | 2.82M | — | — | 12.8K | 4.72M | 59.87% | ↗ |
| 120 | 2012 | Matthieu Bucaille Chief Financial Officer | 750.0K | 727.5K | 2.05M | — | — | 387.1K | 3.91M | 52.31% | ↗ |
| 121 | 2012 | Scott D. Hoffman General Counsel | 750.0K | 757.5K | 1.94M | — | — | 21.2K | 3.50M | 55.63% | ↗ |
| 122 | 2012 | Vernon E. Jordan, Jr. | 500.0K | 567.5K | 1.03M | — | — | 531.3K | 2.63M | 39.18% | ↗ |
| 123 | 2011 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 900.0K | 2.68M | 8.84M | — | — | 31.7K | 12.46M | 70.93% | ↗ |
| 124 | 2011 | Ashish Bhutani Chief Executive Officer of Lazard Asset | 750.0K | 4.20M | 7.02M | — | — | 12.7K | 11.99M | 58.59% | ↗ |
| 125 | 2011 | Gary W. Parr | 750.0K | 2.75M | 5.00M | — | — | 21.2K | 8.52M | 58.68% | ↗ |
| 126 | 2011 | Matthieu Bucaille Chief Financial Officer | 750.0K | 617.5K | 5.06M | — | — | 692.3K | 7.12M | 71.07% | ↗ |
| 127 | 2011 | Alexander F. Stern Chief Operating Officer | 750.0K | 1.19M | 3.26M | — | — | 13.8K | 5.24M | 62.32% | ↗ |
| 128 | 2011 | Scott D. Hoffman General Counsel | 750.0K | 817.5K | 2.26M | — | — | 22.6K | 3.88M | 58.27% | ↗ |
| 129 | 2011 | Vernon E. Jordan, Jr. | 500.0K | 620.0K | 1.27M | — | — | 523.7K | 2.91M | 43.59% | ↗ |
| 130 | 2010 | Ashish Bhutani Chief Executive Officer of Lazard Asset Management (until June , ) | 750.0K | 6.25M | 4.99M | — | — | 40.4K | 12.03M | 41.47% | ↗ |
| 131 | 2010 | Kenneth M. Jacobs Chairman and Chief | 900.0K | 5.10M | 3.75M | — | — | 57.6K | 9.81M | 38.22% | ↗ |
| 132 | 2010 | Alexander F. Stern Chief Operating Officer | 750.0K | 2.50M | 1.65M | — | — | 22.9K | 4.93M | 33.50% | ↗ |
| 133 | 2010 | Scott D. Hoffman General Counsel | 750.0K | 1.50M | 1.65M | — | — | 33.7K | 3.95M | 41.85% | ↗ |
| 134 | 2010 | Michael J. Castellano Chief Financial Officer | 500.0K | 2.04M | 1.05M | — | — | 25.0K | 3.61M | 29.09% | ↗ |
| 135 | 2009 | Kenneth M. Jacobs Chairman and Chief Executive Officer | 1.43M | 6.22M | 2.30M | — | — | 193.6K | 10.14M | 22.67% | ↗ |
| 136 | 2009 | Kenneth M. Jacobs Chairman and Chief | 1.43M | 6.22M | 2.30M | — | — | 193.6K | 10.14M | 22.67% | ↗ |
| 137 | 2009 | Scott D. Hoffman General Counsel | 600.0K | 2.64M | 855.0K | — | — | 77.0K | 4.17M | 20.48% | ↗ |
| 138 | 2009 | Alexander F. Stern Chief Operating Officer | 750.0K | 2.27M | 825.0K | — | — | 63.7K | 3.91M | 21.09% | ↗ |
| 139 | 2009 | Michael J. Castellano Chief Financial Officer | 500.0K | 1.91M | 645.0K | — | — | 57.4K | 3.11M | 20.76% | ↗ |
| 140 | 2008 | Bruce Wasserstein Chairman and Chief Executive Officer | 1.23M | — | 36.01M | — | — | 1.7K | 37.24M | 96.71% | ↗ |
| 141 | 2008 | Steven J. Golub Vice Chairman Lazard Ltd, Chairman of Financial Advisory Group | 1.11M | 487.9K | 5.93M | — | — | 10.0K | 7.55M | 78.59% | ↗ |
| 142 | 2008 | Alexander F. Stern Chief Operating Officer | 750.0K | — | 2.20M | — | — | 10.0K | 2.97M | 74.08% | ↗ |
| 143 | 2008 | Alexander F. Stern Chief Operating Officer Charles G. Ward, III (f) President—Lazard Ltd, and Chairman of the Asset Management Group | 1.11M | — | 1.62M | — | — | 1.7K | 2.73M | 59.26% | ↗ |
| 144 | 2008 | Scott D. Hoffman General Counsel | 600.0K | — | 1.50M | — | — | 10.5K | 2.13M | 70.55% | ↗ |
| 145 | 2008 | Alexander F. Stern Chief Operating Officer | 750.0K | — | 1.16M | — | — | 10.0K | 1.93M | 60.04% | ↗ |
| 146 | 2008 | Michael J. Castellano Chief Financial Officer | 500.0K | — | 900.0K | — | — | 11.2K | 1.41M | 63.78% | ↗ |
| 147 | 2008 | Michael J. Castellano Chief Financial Officer | 500.0K | — | 451.4K | — | — | 11.2K | 962.6K | 46.90% | ↗ |
| 148 | 2007 | Bruce Wasserstein Chairman and Chief Executive Officer | 4.80M | — | 7.06M | — | — | 1.6K | 11.86M | 59.52% | ↗ |
| 149 | 2007 | Steven J. Golub Vice Chairman Lazard Ltd, Chairman of Financial Advisory Group | 1.50M | 4.50M | 2.89M | — | — | 9.6K | 8.90M | 32.50% | ↗ |
| 150 | 2007 | Alexander F. Stern Chief Operating Officer Charles G. Ward, III (f) President—Lazard Ltd, and Chairman of the Asset Management Group | 1.50M | 1.30M | 378.9K | — | — | 1.6K | 3.18M | 11.91% | ↗ |
| 151 | 2007 | Michael J. Castellano Chief Financial Officer | 500.0K | 1.60M | 181.3K | — | — | 10.7K | 2.29M | 7.91% | ↗ |
| 152 | 2006 | Steven J. Golub Vice Chairman Lazard Ltd, Chairman of Financial Advisory Group | 1.50M | 4.90M | 984.8K | — | — | 11.1K | 7.40M | 13.31% | ↗ |
| 153 | 2006 | Bruce Wasserstein Chairman and Chief Executive Officer | 4.80M | — | 2.24M | — | — | 1.7K | 7.04M | 31.79% | ↗ |
| 154 | 2006 | Alexander F. Stern Chief Operating Officer Charles G. Ward, III (f) President—Lazard Ltd, and Chairman of the Asset Management Group | 1.50M | 1.50M | 111.9K | — | — | 1.7K | 3.11M | 3.59% | ↗ |
| 155 | 2006 | Charles G. Ward, III President—Lazard Ltd, and Chairman of the Asset Management Group | 1.50M | 1.50M | 111.9K | — | — | 1.7K | 3.11M | 3.59% | ↗ |
| 156 | 2006 | Scott D. Hoffman General Counsel | 600.0K | 1.78M | 73.9K | — | — | 10.3K | 2.46M | 3.00% | ↗ |
| 157 | 2006 | Michael J. Castellano Chief Financial Officer | 500.0K | 1.55M | 60.4K | — | — | 11.7K | 2.12M | 2.85% | ↗ |
| 158 | 2005 | Bruce Wasserstein Chairman and Chief Executive Officer | 4.16M | — | 10.00M | — | — | — | 14.16M | 70.60% | ↗ |
| 159 | 2005 | Steven J. Golub Vice Chairman—Lazard Ltd, Chairman of Financial Advisory Group | 1.50M | 3.25M | — | — | — | 301.0K | 5.05M | 0.00% | ↗ |
| 160 | 2005 | Charles G. Ward, III President—Lazard Ltd, Chairman of the Asset Management Group | 1.50M | 3.10M | — | — | — | — | 4.60M | 0.00% | ↗ |
| 161 | 2005 | Michael J. Castellano Chief Financial Officer | 500.0K | 1.40M | 330.0K | — | — | 625.0K | 2.86M | 11.56% | ↗ |
| 162 | 2005 | Scott D. Hoffman General Counsel | 600.0K | 1.15M | — | — | — | — | 1.75M | 0.00% | ↗ |
| 163 | 2004 | Bruce Wasserstein Chairman and Chief Executive Officer | 3.00M | 1.33M | 270.0K | — | — | 625.0K | 5.23M | 5.17% | ↗ |
| 164 | 2004 | Steven J. Golub Vice Chairman—Lazard Ltd, Chairman of Financial Advisory Group | 1.00M | 1.47M | — | — | — | 402.0K | 2.87M | 0.00% | ↗ |
| 165 | 2004 | Michael J. Castellano Chief Financial Officer | 250.0K | 1.70M | 500.0K | — | — | — | 2.45M | 20.41% | ↗ |
| 166 | 2004 | Scott D. Hoffman General Counsel | 500.0K | 1.50M | — | — | — | — | 2.00M | 0.00% | ↗ |
| 167 | 2004 | Charles G. Ward, III President—Lazard Ltd, Chairman of the Asset Management Group | 1.50M | — | — | — | — | — | 1.50M | 0.00% | ↗ |
| 168 | 2003 | Bruce Wasserstein Chairman and Chief Executive Officer | 3.00M | 1.55M | 4.40M | — | — | 625.0K | 9.58M | 45.95% | ↗ |
| 169 | 2003 | Michael J. Castellano Chief Financial Officer | 250.0K | 2.00M | — | — | — | — | 2.25M | 0.00% | ↗ |
| 170 | 2003 | Steven J. Golub Vice Chairman—Lazard Ltd, Chairman of Financial Advisory Group | 750.0K | 1.50M | — | — | — | — | 2.25M | 0.00% | ↗ |
| 171 | 2003 | Scott D. Hoffman General Counsel | 500.0K | 1.50M | — | — | — | — | 2.00M | 0.00% | ↗ |
| 172 | 2003 | Charles G. Ward, III President—Lazard Ltd, Chairman of the Asset Management Group | 1.50M | — | — | — | — | — | 1.50M | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Peter R. Orszag | Chief Executive Officer & Chairman | 5M | male |
| Christopher Edward Geroge Hogbin | Chief Executive Officer of Lazard Asset Management LLC | 5M | male |
| Alexandra Soto | Chief Operating Officer | 3M | female |
| Raymond J. McGuire | President | 2M | male |
| Christian A. Weideman | General Counsel | 2M | male |
| Tracy Farr | Chief Financial Officer | 2M | male |
| Evan Lawrence Russo | Senior Advisor | 974.7K | male |
| Simon Auerbach | MD and Co-Head of Information Services in Financial Advisory's Telecom, Media & Entertainment | — | male |
| Timothy R. Pohl | Managing Director of Financial Advisory Business - Restructure | — | male |
| Michael Gathy | Managing Director & Chief Accounting Officer | — | male |
| David S. Kurtz | Vice Chairman of U.S. Investment Banking & Head of Global Restructuring | — | male |
| Henry R. Michaels | Senior Adviser | — | male |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for LAZ
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
