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)
LPL Financial Holdings Inc. (LPLA)
USD321.06
+4.03 (+1.27%)
US NASDAQ Financial Services Financial - Capital Markets
Address
4707 Executive Drive 92121
San Diego, CA, US
San Diego, CA, US
CEO
Richard Steinmeier
Website
lpl.com
IPO
2010-11-18
CIK 1397911 ISIN US50212V1008
Description
LPL Financial Holdings Inc., operating through its subsidiaries, delivers an integrated ecosystem of brokerage and investment advisory solutions. These services are primarily aimed at independent financial professionals and advisors affiliated with financial institutions across the United States. The firm's brokerage division offers a diverse range of financial instruments, encompassing various annuities (both variable and fixed), mutual funds, equities, and savings vehicles for retirement and education. It also includes fixed income products, insurance, and specialized alternative investments such as non-traded real estate investment trusts and auction rate notes. Furthermore, LPL provides advanced advisory platforms that facilitate access to mutual funds, exchange-traded funds (ETFs), stocks, bonds, specific option strategies, unit investment trusts, institutional money managers, and no-load multi-manager variable annuities. The company also extends its offerings to include money market programs and versatile retirement solutions. These solutions support both commission-based and fee-based services, empowering advisors to furnish brokerage services, consultation, and strategic advice to retirement plan sponsors. Additional services encompass essential tools designed to help advisors maintain and grow their practices. LPL also offers trust, investment management oversight, and custodial services tailored for estates and families, alongside insurance brokerage general agency services. Complementing these are sophisticated technology products, including proposal generation, investment analytics, and portfolio modeling capabilities. Founded in San Diego, California, in 1989, the company initially operated as LPL Investment Holdings Inc. before officially changing its name to LPL Financial Holdings Inc. in June 2012.
News Sentiment (7d)
3 articles
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
USD321.06
+4.03 (+1.27%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
1M
Beta
0.51
Float Shares
79.65M
Free Float %
99.3%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.88% | -10.06% | -5.78% | -10.76% | -21.81% | -17.55% | -21.84% | +56.70% | +105.61% | +1,108.37% | +815.96% |
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 (22 ratings, all time)
Buy
Price Targets & DCF
Current price
321.06
Low
374.00
+16.5%
Consensus
441.00
+37.4%
Median
445.00
+38.6%
High
500.00
+55.7%
DCF (Unlevered)
966.03
+200.9%
DCF (Levered)
294.43
-8.3%
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)
81% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 6 | 0 |
| Buy | 7 | 0 |
| Hold | 3 | -1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
412.00
+28.3%
|
| Last Quarter | 2 |
393.00
+22.4%
|
| Last Year | 17 |
443.41
+38.1%
|
| All Time | 33 |
362.12
+12.8%
|
Quality scores
Altman Z-Score
3.34
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
4 / 10
Developing
Composite Rating
B-
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Capital Markets: +19.7%+37.2% ★ Q1'26: +34.6% (vs Q1'25)
-
EPS growth Financial - Capital Markets: +35.3%-22.2% Q1'26: +4.5% (vs Q1'25)
-
FCF margin FCF growth · Financial - Capital Markets: +29.5%-9.9% Q1'26: +2.7% (vs Q1'25)
-
EBIT margin Financial - Capital Markets: +33.5%+9.1% Q1'26: +11.8% (vs Q1'25)
-
ROIC Financial - Capital Markets: +4.0%+10.2% ★ Q1'26: +16.1% (vs Q1'25)
-
Share dilution Financial - Capital Markets: +0.0%+4.8% Q1'26: +7.1% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Capital Markets: -0.30×3.33× Q1'26: 2.60× (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 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 4 Rev. Ana. 11 EPS Ana. |
Dec 2027 4 Rev. Ana. 11 EPS Ana. |
Dec 2028 3 Rev. Ana. 5 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
3.48B
est: 3.40B (+2.4%)
|
3.66B
est: 3.66B (0.0%)
|
4.14B
est: 3.82B (+8.3%)
|
4.37B
est: 4.38B (-0.2%)
|
4.28B
est: 4.30B (-0.6%)
|
4.05B
est: 4.04B (+0.2%)
|
4.28B
est: 4.26B (+0.5%)
|
5.19B
est: 5.22B (-0.6%)
|
5.62B
est: 5.60B (+0.5%)
|
5.87B
est: 5.80B (+1.3%)
|
7.72B
est: 7.68B (+0.6%)
|
8.60B
est: 8.59B (+0.1%)
|
10.05B
est: 10.93B (-8.0%)
|
12.39B
est: 12.10B (+2.4%)
|
16.99B
est: 16.82B (+1.0%)
|
20.55B
20.24B – 20.78B
+22.2% YoY
|
23.26B
22.31B – 23.79B
+13.2% YoY
|
26.19B
25.76B – 26.63B
+12.6% YoY
|
30.88B
29.97B – 31.60B
+17.9% YoY
|
| EBITDA |
424.19M
est: 411.90M (+3.0%)
|
377.21M
est: 376.05M (+0.3%)
|
426.25M
est: 388.41M (+9.7%)
|
443.08M
est: 442.10M (+0.2%)
|
453.31M
est: 471.58M (-3.9%)
|
507.96M
est: 353.05M (+43.9%)
|
593.96M
est: 475.13M (+25.0%)
|
865.57M
est: 721.52M (+20.0%)
|
1.03B
est: 923.26M (+11.9%)
|
908.93M
est: 764.77M (+18.9%)
|
936.43M
est: 827.54M (+13.2%)
|
1.53B
est: 981.07M (+55.5%)
|
1.99B
est: 1.74B (+14.2%)
|
2.11B
est: 1.92B (+9.7%)
|
2.18B
est: 2.67B (-18.4%)
|
3.27B
3.22B – 3.30B
+22.2% YoY
|
3.70B
3.55B – 3.78B
+13.2% YoY
|
4.16B
4.10B – 4.23B
+12.6% YoY
|
4.91B
4.77B – 5.02B
+17.9% YoY
|
| EBIT |
351.45M
est: 446.20M (-21.2%)
|
305.42M
est: 481.20M (-36.5%)
|
342.75M
est: 502.51M (-31.8%)
|
346.24M
est: 575.77M (-39.9%)
|
341.69M
est: 565.01M (-39.5%)
|
393.99M
est: 531.04M (-25.8%)
|
471.60M
est: 559.52M (-15.7%)
|
717.66M
est: 685.51M (+4.7%)
|
871.84M
est: 735.19M (+18.6%)
|
731.84M
est: 761.44M (-3.9%)
|
705.74M
est: 553.54M (+27.5%)
|
1.24B
est: 608.90M (+103.3%)
|
1.63B
est: 1.36B (+19.7%)
|
1.67B
est: 1.51B (+10.5%)
|
1.55B
est: 2.10B (-26.0%)
|
2.56B
2.52B – 2.59B
+22.2% YoY
|
2.90B
2.78B – 2.97B
+13.2% YoY
|
3.27B
3.21B – 3.32B
+12.6% YoY
|
3.85B
3.74B – 3.94B
+17.9% YoY
|
| Net Income |
170.38M
est: 165.38M (+3.0%)
|
151.92M
est: 151.45M (+0.3%)
|
181.86M
est: 165.43M (+9.9%)
|
178.04M
est: 177.61M (+0.2%)
|
168.78M
est: 172.96M (-2.4%)
|
191.93M
est: 131.92M (+45.5%)
|
238.86M
est: 190.58M (+25.3%)
|
439.46M
est: 366.08M (+20.0%)
|
559.88M
est: 499.57M (+12.1%)
|
472.64M
est: 396.76M (+19.1%)
|
459.87M
est: 404.68M (+13.6%)
|
845.70M
est: 480.66M (+75.9%)
|
1.07B
est: 1.02B (+4.4%)
|
1.06B
est: 1.28B (-17.4%)
|
863.02M
est: 1.56B (-44.8%)
|
1.79B
1.61B – 1.97B
+14.3% YoY
|
2.25B
2.18B – 2.31B
+25.7% YoY
|
2.79B
2.51B – 3.07B
+24.3% YoY
|
3.06B
2.94B – 3.15B
+9.5% YoY
|
| SGA |
216.64M
est: 2.78B (-92.2%)
|
246.94M
est: 1.81B (-86.4%)
|
268.72M
est: 508.18M (-47.1%)
|
313.11M
est: 590.49M (-47.0%)
|
334.70M
est: 657.49M (-49.1%)
|
353.15M
est: 434.25M (-18.7%)
|
385.34M
est: 529.99M (-27.3%)
|
456.17M
est: 626.25M (-27.2%)
|
465.45M
est: 727.83M (-36.1%)
|
484.11M
est: 735.10M (-34.1%)
|
621.34M
est: 986.14M (-37.0%)
|
1.16B
est: 1.16B (+0.3%)
|
856.15M
est: 1.16B (-26.1%)
|
1.04B
est: 1.28B (-19.0%)
|
2.48B
est: 1.78B (+38.8%)
|
2.18B
2.15B – 2.20B
+22.2% YoY
|
2.47B
2.37B – 2.52B
+13.2% YoY
|
2.78B
2.73B – 2.82B
+12.6% YoY
|
3.28B
3.18B – 3.35B
+17.9% YoY
|
| EPS |
1.55
est: 1.84 (-15.8%)
|
1.39
est: 2.02 (-31.2%)
|
1.74
est: 2.06 (-15.5%)
|
1.78
est: 2.44 (-27.0%)
|
1.77
est: 2.35 (-24.8%)
|
2.15
est: 2.07 (+4.0%)
|
2.65
est: 2.23 (+18.6%)
|
4.99
est: 5.22 (-4.4%)
|
6.78
est: 7.10 (-4.5%)
|
5.96
est: 6.34 (-6.0%)
|
5.75
est: 6.89 (-16.5%)
|
10.60
est: 11.32 (-6.3%)
|
13.88
est: 12.97 (+7.0%)
|
14.17
est: 16.20 (-12.5%)
|
10.97
est: 19.81 (-44.6%)
|
22.90
20.33 – 24.88
+15.6% YoY
|
28.45
27.58 – 29.27
+24.2% YoY
|
34.07
31.81 – 38.87
+19.8% YoY
|
38.68
37.20 – 39.85
+13.5% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B- | 3/5 | 3/5 | 4/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-08 | B | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-07 | B | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | B | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | B | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-04 | B | 3/5 | 3/5 | 5/5 | 5/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-01 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | B | 3/5 | 3/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-15 | B | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-645.28M
OE per share TTM
-7.71
Owner's Yield
-2.79%
Maintenance CapEx ratio
9.95%
Maint CapEx / Avg PPE
10.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
238
Total invested
791.73M
Insider transactions (90d)
0
Beneficial owners (>5%)
32
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PERSON Janus Henderson Group plc EIN #00-0000000 | 9.20M | 11.00% | — | 9.20M | — | 9.20M | — | Jersey, Channel Islands | 2017-06-12 | ↗ |
| 2 | David Bonderman | 8.78M | 9.80% | — | 8.78M | — | — | IN | Delaware | 2016-02-16 | ↗ |
| 3 | James G. Coulter | 8.59M | 9.60% | — | 8.59M | — | — | IN | Delaware | 2016-02-16 | ↗ |
| 4 | EIN #00-0000000 | 8.05M | 10.00% | — | 8.05M | — | 8.05M | IA, HC | Jersey, Channel Islands | 2022-02-11 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 6.92M | 8.63% | — | 47.3K | 6.80M | 117.8K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 6 | Ramsey Jishi | 5.54M | 6.20% | 7.2K | 5.53M | 7.2K | 5.53M | HC, IN | U.S.A. | 2016-04-15 | ↗ |
| 7 | (1) BlackRock, Inc. | 4.75M | 6.40% | — | — | 4.75M | — | HC | Delaware | 2024-10-22 | ↗ |
| 8 | Andrew F. Mathieson | 4.67M | 5.20% | 6.2K | 4.66M | 6.2K | 4.66M | HC, IN | U.S.A. | 2017-02-14 | ↗ |
| 9 | Fairview Capital | 4.66M | 5.20% | — | 4.66M | — | 4.66M | HC, CO | California | 2017-02-14 | ↗ |
| 10 | Scott W. Clark | 4.66M | 5.20% | — | 4.66M | — | 4.66M | HC, IN | U.S.A. | 2017-02-14 | ↗ |
| 11 | Wellington Management Company LLP | 4.59M | 5.79% | — | 4.46M | — | — | IA | Massachusetts | 2021-02-04 | ↗ |
| 12 | FIRST PACIFIC ADVISORS, LLC | 4.59M | 5.10% | — | 420.5K | — | 4.59M | IA | DELAWARE | 2017-02-14 | ↗ |
| 13 | Darlington Partners, L.P. | 4.54M | 5.10% | — | 4.54M | — | 4.54M | PN | Delaware | 2016-04-15 | ↗ |
| 14 | 84-1202943 | 4.11M | 5.10% | — | 4.11M | — | 4.11M | IV | Massachusetts | 2022-02-11 | ↗ |
| 15 | Fairview Capital Investment Management, LLC | 3.45M | 11.00% | — | 3.45M | — | 3.45M | IA, OO | California | 2018-02-09 | ↗ |
| 16 | Wellington Group Holdings LLP | 3.33M | 4.15% | — | 3.01M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 17 | Wellington Investment Advisors Holdings LLP | 3.33M | 4.15% | — | 3.01M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 18 | Wellington Management Group LLP | 3.33M | 4.15% | — | 3.01M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 19 | TPG Group Holdings (SBS) Advisors, Inc. | 3.07M | 3.40% | — | 3.07M | — | 3.07M | CO | Delaware | 2017-02-13 | ↗ |
| 20 | Peter Mathieson | 995.3K | 1.10% | 1.9K | 993.4K | 1.9K | 993.4K | HC, IN | U.S.A. | 2016-04-15 | ↗ |
| 21 | Ronak R. Gandhi | 120.00 | 0.10% | 120.00 | — | 120.00 | — | IN | Delaware | 2018-12-14 | ↗ |
| 22 | Andrew Raab | — | 0.00% | — | — | — | — | IN | Delaware, United States | 2018-02-14 | ↗ |
| 23 | Bob Peck | — | 0.00% | — | — | — | — | IN | Delaware, United States | 2018-02-14 | ↗ |
| 24 | Eli J. Weinberg | — | 0.00% | — | — | — | — | IN | Delaware | 2018-12-14 | ↗ |
| 25 | FPR Partners, LLC | — | 0.00% | — | — | — | — | IA | Delaware, United States | 2018-02-14 | ↗ |
| 26 | John H. Scully | — | 0.00% | — | — | — | — | IN | Delaware | 2018-12-14 | ↗ |
| 27 | Phoebe Snow Foundation, Inc. | — | 0.00% | — | — | — | — | CO | Delaware | 2018-12-14 | ↗ |
| 28 | SF Advisory Partners, L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2018-12-14 | ↗ |
| 29 | SPO Advisory Corp. | — | 0.00% | — | — | — | — | CO | Delaware | 2018-12-14 | ↗ |
| 30 | SPO Advisory Partners, L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2018-12-14 | ↗ |
| 31 | SPO Partners II, L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2018-12-14 | ↗ |
| 32 | San Francisco Partners, L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2018-12-14 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
238
-600 vs prev Q
New positions
24
Closed positions
607
Increased
105
Reduced
88
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. | 328.9K +328.9K (+100.0%) | 117.48B +117.5B (+100.0%) | 0.41% +0.411 pp | 0.18% +0.177 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 8.15M -155.2K (-1.9%) | 2.91B +147.8M (+5.4%) | 10.18% -0.198 pp | 0.04% +0.001 pp | USD107.36 +232.7% | 55 qtrs — |
| 3 | BLACKROCK, INC. | 4.99M +12.5K (+0.3%) | 1.78B +126.3M (+7.6%) | 6.23% +0.013 pp | 0.03% +0.001 pp | USD238.41 +49.8% | 6 qtrs — |
| 4 | DODGE & COX | 3.95M +619.7K (+18.6%) | 1.41B +302.8M (+27.3%) | 4.93% +0.773 pp | 0.76% +0.164 pp | USD346.56 +3.1% | 6 qtrs — |
| 5 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.72M +477.1K (+14.7%) | 1.33B +249.8M (+23.2%) | 4.65% +0.594 pp | 0.43% +0.094 pp | USD328.91 +8.6% | 13 qtrs — |
| 6 | CAPITAL WORLD INVESTORS | 3.63M +996.8K (+37.9%) | 1.29B +420.4M (+48.1%) | 4.61% +1.323 pp | 0.18% +0.057 pp | USD339.48 +5.2% | 7 qtrs — |
| 7 | BOSTON PARTNERS | 3.55M -119.0K (-3.2%) | 1.27B +48.7M (+4.0%) | 4.51% -0.073 pp | 1.31% +0.061 pp | USD259.54 +37.6% | 29 qtrs — |
| 8 | JANUS HENDERSON GROUP PLC | 3.38M +280.2K (+9.0%) | 1.21B +175.9M (+17.1%) | 4.22% +0.349 pp | 0.54% +0.070 pp | USD120.77 +195.7% | 35 qtrs — |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2.30M -184.1K (-7.4%) | 820.97M -5.0M (-0.6%) | 2.87% -0.231 pp | 2.20% +0.190 pp | USD177.40 +101.3% | 20 qtrs — |
| 10 | LONE PINE CAPITAL LLC | 2.07M -180.8K (-8.0%) | 741.11M -9.3M (-1.2%) | 2.59% -0.227 pp | 5.44% -0.016 pp | USD229.03 +55.9% | 15 qtrs — |
| 11 | PRINCIPAL FINANCIAL GROUP INC | 1.93M -35.5K (-1.8%) | 690.95M +35.5M (+5.4%) | 2.42% -0.045 pp | 0.35% +0.022 pp | USD340.17 +5.0% | 54 qtrs — |
| 12 | STATE STREET CORP | 1.84M +14.7K (+0.8%) | 658.31M +50.0M (+8.2%) | 2.30% +0.018 pp | 0.02% +0.001 pp | USD122.37 +191.9% | 51 qtrs — |
| 13 | MORGAN STANLEY | 1.76M +283.6K (+19.2%) | 629.79M +137.5M (+27.9%) | 2.20% +0.354 pp | 0.04% +0.008 pp | USD294.28 +21.4% | 51 qtrs — |
| 14 | WCM INVESTMENT MANAGEMENT, LLC | 1.72M -21.5K (-1.2%) | 619.30M +25.6M (+4.3%) | 2.19% +0.010 pp | 1.28% +0.040 pp | USD208.76 +71.1% | 15 qtrs — |
| 15 | SAMLYN CAPITAL, LLC | 1.58M +232.8K (+17.3%) | 564.06M +116.1M (+25.9%) | 1.97% +0.290 pp | 8.99% +2.823 pp | USD196.76 +81.5% | 36 qtrs — |
| 16 | GEODE CAPITAL MANAGEMENT, LLC | 1.55M +11.6K (+0.7%) | 553.86M +41.9M (+8.2%) | 1.94% +0.014 pp | 0.03% +0.002 pp | USD150.77 +136.9% | 55 qtrs — |
| 17 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1.26M +1.3M (+100.0%) | 450.49M +450.5M (+100.0%) | 1.60% +1.603 pp | 1.50% +1.500 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 18 | ALLIANCEBERNSTEIN L.P. | 1.20M +635.1K (+112.6%) | 428.37M +240.7M (+128.2%) | 1.50% +0.793 pp | 0.14% +0.076 pp | USD328.41 +8.8% | 54 qtrs — |
| 19 | JPMORGAN CHASE & CO | 1.20M +258.6K (+27.5%) | 427.66M +115.3M (+36.9%) | 1.50% +0.282 pp | 0.03% +0.008 pp | USD224.86 +58.8% | 51 qtrs — |
| 20 | NORGES BANK | 1.04M +1.0M (+100.0%) | 371.62M +371.6M (+100.0%) | 1.32% +1.322 pp | 0.04% +0.040 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 21 | SURGOCAP PARTNERS LP | 995.0K +722.0 (+0.1%) | 355.38M +24.6M (+7.4%) | 1.24% +0.000 pp | 9.84% +0.643 pp | USD261.05 +36.8% | 9 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 796.2K -81.9K (-9.3%) | 284.37M -7.7M (-2.7%) | 0.99% -0.141 pp | 0.02% +0.001 pp | USD266.20 +34.2% | 52 qtrs — |
| 23 | DIMENSIONAL FUND ADVISORS LP | 788.3K -59.5K (-7.0%) | 281.58M -518.8K (-0.2%) | 0.98% -0.075 pp | 0.06% -0.002 pp | USD93.44 +282.2% | 51 qtrs — |
| 24 | DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 783.0K -2.7K (-0.3%) | 279.67M +18.3M (+7.0%) | 0.98% -0.004 pp | 11.19% +2.365 pp | USD202.44 +76.4% | 17 qtrs — |
| 25 | RAYMOND JAMES FINANCIAL INC | 729.6K -94.7K (-11.5%) | 261.68M -12.5M (-4.6%) | 0.91% -0.119 pp | 0.08% -0.007 pp | USD327.10 +9.2% | 5 qtrs — |
| 26 | FMR LLC | 665.0K -456.9K (-40.7%) | 237.51M -135.7M (-36.4%) | 0.83% -0.571 pp | 0.01% -0.007 pp | USD194.23 +83.9% | 37 qtrs — |
| 27 | APG ASSET MANAGEMENT N.V. | 743.7K -23.6K (-3.1%) | 226.18M +8.9M (+4.1%) | 0.93% -0.030 pp | 0.64% +0.032 pp | USD344.19 +3.8% | 15 qtrs — |
| 28 | TD ASSET MANAGEMENT INC | 633.2K -58.5K (-8.5%) | 226.16M -4.0M (-1.7%) | 0.80% -0.060 pp | 0.18% -0.005 pp | USD222.91 +60.2% | 22 qtrs — |
| 29 | WESTFIELD CAPITAL MANAGEMENT CO LP | 625.6K +50.1K (+8.7%) | 223.43M +32.0M (+16.7%) | 0.80% +0.076 pp | 0.93% +0.128 pp | USD215.30 +65.9% | 32 qtrs — |
| 30 | UBS ASSET MANAGEMENT AMERICAS INC | 581.9K -7.6K (-1.3%) | 207.85M +11.7M (+6.0%) | 0.74% +0.003 pp | 0.04% +0.001 pp | USD235.34 +51.8% | 54 qtrs — |
| 31 | MARKEL GROUP INC. | 560.0K +6.6K (+1.2%) | 200.00M +15.9M (+8.6%) | 0.70% +0.008 pp | 1.59% +0.100 pp | USD240.84 +48.3% | 13 qtrs — |
| 32 | NORTHERN TRUST CORP | 515.5K -16.8K (-3.2%) | 184.11M +7.0M (+4.0%) | 0.64% -0.021 pp | 0.02% +0.001 pp | USD149.54 +138.8% | 51 qtrs — |
| 33 | INVESCO LTD. | 514.7K -24.8K (-4.6%) | 183.83M +4.4M (+2.4%) | 0.64% -0.031 pp | 0.03% 0.000 pp | USD340.87 +4.8% | 55 qtrs — |
| 34 | THIRD POINT LLC | 510.0K -84.1K (-14.2%) | 182.16M -15.5M (-7.8%) | 0.64% -0.105 pp | 2.50% +0.305 pp | USD257.00 +39.0% | 6 qtrs — |
| 35 | VAN ECK ASSOCIATES CORP | 493.8K +486.5K (+6,631.9%) | 176.37M +173.9M (+7,125.2%) | 0.62% +0.608 pp | 0.15% +0.144 pp | USD355.28 +0.5% | 11 qtrs — |
| 36 | WELLS FARGO & COMPANY/MN | 486.9K -76.7K (-13.6%) | 173.92M -13.6M (-7.2%) | 0.61% -0.096 pp | 0.03% -0.004 pp | USD187.30 +90.7% | 54 qtrs — |
| 37 | EPOCH INVESTMENT PARTNERS, INC. | 462.5K -20.2K (-4.2%) | 165.17M +4.6M (+2.9%) | 0.58% -0.026 pp | 0.94% +0.056 pp | USD211.65 +68.8% | 22 qtrs — |
| 38 | AMERICAN CENTURY COMPANIES INC | 455.8K +28.1K (+6.6%) | 162.78M +20.5M (+14.4%) | 0.57% +0.035 pp | 0.08% +0.009 pp | USD222.25 +60.7% | 30 qtrs — |
| 39 | AZORA CAPITAL LP | 448.2K +94.8K (+26.8%) | 160.08M +42.5M (+36.2%) | 0.56% +0.118 pp | 10.08% +4.635 pp | USD259.64 +37.6% | 33 qtrs — |
| 40 | RAILWAY PENSION INVESTMENTS LTD | 445.3K +81.9K (+22.5%) | 159.04M +38.1M (+31.5%) | 0.56% +0.102 pp | 1.87% +0.231 pp | USD338.14 +5.6% | 4 qtrs — |
| 41 | EMINENCE CAPITAL, LP | 441.8K -145.8K (-24.8%) | 157.81M -37.7M (-19.3%) | 0.55% -0.182 pp | 2.50% +0.125 pp | USD230.66 +54.8% | 15 qtrs — |
| 42 | UBS GROUP AG | 428.8K +92.6K (+27.6%) | 153.14M +41.3M (+36.9%) | 0.54% +0.116 pp | 0.02% +0.007 pp | USD299.47 +19.3% | 45 qtrs — |
| 43 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 418.6K +13.4K (+3.3%) | 149.50M +14.7M (+10.9%) | 0.53% +0.026 pp | 0.02% +0.002 pp | USD150.08 +138.0% | 54 qtrs — |
| 44 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 413.7K -24.2K (-5.5%) | 147.78M +2.1M (+1.4%) | 0.52% -0.030 pp | 7.59% +0.194 pp | USD42.03 +749.8% | 57 qtrs — |
| 45 | FIRST PACIFIC ADVISORS, LP | 387.4K -56.1K (-12.6%) | 138.37M -9.2M (-6.2%) | 0.48% -0.070 pp | 1.82% -0.218 pp | USD42.38 +742.8% | 43 qtrs — |
| 46 | CANTILLON CAPITAL MANAGEMENT LLC | 369.1K +369.1K (+100.0%) | 131.82M +131.8M (+100.0%) | 0.46% +0.461 pp | 0.71% +0.713 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 47 | LEGAL & GENERAL GROUP PLC | 368.3K +32.9K (+9.8%) | 131.55M +20.0M (+17.9%) | 0.47% +0.049 pp | 0.03% +0.004 pp | USD203.78 +75.3% | 48 qtrs — |
| 48 | BANK OF NEW YORK MELLON CORP | 365.4K -87.1K (-19.2%) | 130.50M -20.0M (-13.3%) | 0.46% -0.101 pp | 0.02% -0.006 pp | USD183.91 +94.2% | 54 qtrs — |
| 49 | CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 363.5K +52.5K (+16.9%) | 129.82M +26.4M (+25.5%) | 0.45% +0.066 pp | 0.22% +0.034 pp | USD318.40 +12.2% | 15 qtrs — |
| 50 | HOLOCENE ADVISORS, LP | 362.4K +63.5K (+21.2%) | 129.43M +30.0M (+30.2%) | 0.45% +0.079 pp | 0.27% +0.045 pp | USD304.44 +17.3% | 7 qtrs — |
| 51 | CITADEL ADVISORS LLC | 356.4K -27.9K (-7.3%) | 127.31M -557.9K (-0.4%) | 0.45% -0.035 pp | 0.02% 0.000 pp | USD332.69 +7.4% | 2 qtrs — |
| 52 | ENVESTNET ASSET MANAGEMENT INC | 352.9K -44.4K (-11.2%) | 126.06M -6.1M (-4.6%) | 0.44% -0.056 pp | 0.04% -0.001 pp | USD231.57 +54.2% | 37 qtrs — |
| 53 | MILLENNIUM MANAGEMENT LLC | 304.7K -748.5K (-71.1%) | 108.83M -241.5M (-68.9%) | 0.38% -0.936 pp | 0.05% -0.104 pp | USD324.51 +10.1% | 39 qtrs — |
| 54 | CLARKSTON CAPITAL PARTNERS, LLC | 301.5K -197.1K (-39.5%) | 107.68M -58.2M (-35.1%) | 0.38% -0.240 pp | 2.49% -1.080 pp | USD45.35 +687.6% | 42 qtrs — |
| 55 | PRICE T ROWE ASSOCIATES INC /MD/ | 289.7K +18.7K (+6.9%) | 103.47M +13.3M (+14.8%) | 0.36% +0.023 pp | 0.01% +0.002 pp | USD243.17 +46.9% | 53 qtrs — |
| 56 | GOLDMAN SACHS GROUP INC | 279.5K -6.1K (-2.1%) | 99.82M +4.8M (+5.1%) | 0.35% -0.008 pp | 0.01% +0.001 pp | USD217.79 +64.0% | 54 qtrs — |
| 57 | GILDER GAGNON HOWE & CO LLC | 259.1K -6.9K (-2.6%) | 92.53M +4.0M (+4.6%) | 0.32% -0.009 pp | 0.98% +0.075 pp | USD228.43 +56.4% | 11 qtrs — |
| 58 | EGERTON CAPITAL (UK) LLP | 254.8K +254.8K (+100.0%) | 91.01M +91.0M (+100.0%) | 0.32% +0.318 pp | 0.99% +0.989 pp | USD357.17 +0.0% | 5 qtrs — |
| 59 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 251.4K +28.3K (+12.7%) | 89.79M +15.6M (+21.0%) | 0.31% +0.035 pp | 0.48% +0.076 pp | USD290.84 +22.8% | 20 qtrs — |
| 60 | CORONATION FUND MANAGERS LTD. | 228.3K +40.3K (+21.4%) | 81.53M +19.0M (+30.4%) | 0.29% +0.050 pp | 3.66% +0.393 pp | USD292.54 +22.1% | 13 qtrs — |
| 61 | TREMBLANT CAPITAL GROUP | 222.2K +222.2K (+100.0%) | 79.35M +79.4M (+100.0%) | 0.28% +0.278 pp | 2.02% +2.024 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 62 | TRUIST FINANCIAL CORP | 206.3K -3.3K (-1.6%) | 73.70M +4.0M (+5.7%) | 0.26% -0.004 pp | 0.10% +0.004 pp | USD224.53 +59.1% | 25 qtrs — |
| 63 | DEUTSCHE BANK AG\ | 188.1K +14.9K (+8.6%) | 67.18M +9.6M (+16.6%) | 0.24% +0.019 pp | 0.02% +0.003 pp | USD233.04 +53.3% | 50 qtrs — |
| 64 | BROWN BROTHERS HARRIMAN & CO | 187.1K -3.3K (-1.7%) | 66.82M +3.5M (+5.5%) | 0.24% 0.000 pp | 0.36% -0.021 pp | USD255.58 +39.7% | 50 qtrs — |
| 65 | STIFEL FINANCIAL CORP | 181.2K -5.6K (-3.0%) | 64.72M +2.6M (+4.1%) | 0.23% -0.007 pp | 0.06% +0.002 pp | USD243.59 +46.6% | 25 qtrs — |
| 66 | ROYAL BANK OF CANADA | 180.7K -112.2K (-38.3%) | 64.55M -32.9M (-33.8%) | 0.23% -0.140 pp | 0.01% -0.006 pp | USD259.33 +37.7% | 35 qtrs — |
| 67 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 176.5K -7.2K (-3.9%) | 63.03M +1.9M (+3.2%) | 0.22% -0.009 pp | 0.04% +0.002 pp | USD200.12 +78.5% | 18 qtrs — |
| 68 | EMPLOYEES RETIREMENT SYSTEM OF TEXAS | 176.2K +14.7K (+9.1%) | 62.93M +9.2M (+17.1%) | 0.22% +0.022 pp | 0.51% +0.083 pp | USD233.18 +53.2% | 32 qtrs — |
| 69 | BAMCO INC /NY/ | 175.2K -32.7K (-15.7%) | 62.59M -6.6M (-9.5%) | 0.22% -0.041 pp | 0.17% -0.014 pp | USD303.93 +17.5% | 17 qtrs — |
| 70 | AMUNDI | 170.8K +44.2K (+34.9%) | 60.99M +21.5M (+54.3%) | 0.21% +0.055 pp | 0.02% +0.004 pp | USD323.02 +10.6% | 15 qtrs — |
| 71 | FRANKLIN RESOURCES INC | 161.8K -7.0K (-4.2%) | 57.78M +1.6M (+2.9%) | 0.21% -0.005 pp | 0.01% +0.000 pp | USD240.25 +48.7% | 20 qtrs — |
| 72 | AMERIPRISE FINANCIAL INC | 161.4K +48.8K (+43.3%) | 57.65M +20.2M (+53.9%) | 0.20% +0.061 pp | 0.01% +0.004 pp | USD305.97 +16.7% | 35 qtrs — |
| 73 | NUVEEN, LLC | 159.6K -29.3K (-15.5%) | 57.00M -5.9M (-9.3%) | 0.20% -0.037 pp | 0.01% -0.002 pp | USD327.69 +9.0% | 4 qtrs — |
| 74 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 155.8K +90.5K (+138.6%) | 55.65M +33.9M (+156.1%) | 0.19% +0.113 pp | 0.01% +0.004 pp | USD335.48 +6.5% | 47 qtrs — |
| 75 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 152.7K -6.8K (-4.3%) | 54.53M +1.5M (+2.8%) | 0.19% -0.009 pp | 0.03% -0.001 pp | USD129.75 +175.3% | 54 qtrs — |
| 76 | WELLINGTON MANAGEMENT GROUP LLP | 148.5K -11.8K (-7.3%) | 53.02M -275.7K (-0.5%) | 0.19% -0.015 pp | 0.01% +0.000 pp | USD281.84 +26.7% | 23 qtrs — |
| 77 | WESTWOOD HOLDINGS GROUP INC | 138.0K -52.0K (-27.4%) | 49.30M -13.9M (-22.0%) | 0.17% -0.065 pp | 0.40% -0.051 pp | USD332.69 +7.4% | 6 qtrs — |
| 78 | LPL FINANCIAL LLC | 134.6K +5.7K (+4.5%) | 48.09M +5.2M (+12.1%) | 0.17% +0.010 pp | 0.01% +0.001 pp | USD202.87 +76.1% | 51 qtrs — |
| 79 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 134.2K +32.8K (+32.3%) | 47.94M +14.2M (+42.1%) | 0.17% +0.044 pp | 0.03% +0.007 pp | USD336.61 +6.1% | 34 qtrs — |
| 80 | JUNTO CAPITAL MANAGEMENT LP | 133.8K -217.4K (-61.9%) | 47.80M -69.0M (-59.1%) | 0.17% -0.272 pp | 1.05% -1.340 pp | USD249.65 +43.1% | 29 qtrs — |
| 81 | JAIN GLOBAL LLC | 131.5K +129.7K (+7,256.1%) | 46.98M +46.4M (+7,797.4%) | 0.16% +0.162 pp | 0.23% +0.224 pp | USD357.41 -0.1% | 3 qtrs — |
| 82 | ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 124.7K -37.7K (-23.2%) | 45.11M -6.4M (-12.4%) | 0.16% -0.047 pp | 0.07% -0.010 pp | USD338.18 +5.6% | 17 qtrs — |
| 83 | NATIONAL PENSION SERVICE | 126.0K +9.0K (+7.7%) | 45.01M +6.1M (+15.7%) | 0.16% +0.014 pp | 0.03% +0.003 pp | USD231.16 +54.5% | 14 qtrs — |
| 84 | DANSKE BANK A/S | 124.3K -7.1K (-5.4%) | 44.41M +681.9K (+1.6%) | 0.16% -0.009 pp | 0.10% -0.006 pp | USD302.29 +18.2% | 8 qtrs — |
| 85 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 119.7K +1.0 (+0.0%) | 42.74M +2.9M (+7.4%) | 0.15% 0.000 pp | 0.04% +0.002 pp | USD102.69 +247.8% | 52 qtrs — |
| 86 | BRIDGEWATER ASSOCIATES, LP | 118.3K -90.5K (-43.3%) | 42.25M -27.2M (-39.2%) | 0.15% -0.113 pp | 0.15% -0.118 pp | USD314.02 +13.7% | 21 qtrs — |
| 87 | — | 114.8K +114.8K (+100.0%) | 41.32M +41.3M (+100.0%) | 0.14% +0.144 pp | 0.12% +0.117 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 88 | SOUTHPOINT CAPITAL ADVISORS LP | 115.0K +— (+0.0%) | 41.07M +2.8M (+7.4%) | 0.14% 0.000 pp | 0.95% -0.049 pp | USD233.80 +52.8% | 31 qtrs — |
| 89 | RENAISSANCE TECHNOLOGIES LLC | 114.1K +31.5K (+38.1%) | 40.74M +13.3M (+48.2%) | 0.14% +0.039 pp | 0.06% +0.027 pp | USD358.86 -0.5% | 4 qtrs — |
| 90 | SEI INVESTMENTS CO | 111.8K -11.9K (-9.6%) | 39.93M -1.2M (-3.0%) | 0.14% -0.013 pp | 0.04% -0.005 pp | USD300.63 +18.8% | 45 qtrs — |
| 91 | JENNISON ASSOCIATES LLC | 111.7K -993.3K (-89.9%) | 39.88M -327.7M (-89.2%) | 0.14% -1.241 pp | 0.02% -0.190 pp | USD338.15 +5.6% | 7 qtrs — |
| 92 | ENSIGN PEAK ADVISORS, INC | 109.9K -4.4K (-3.9%) | 39.25M +1.2M (+3.2%) | 0.14% -0.006 pp | 0.07% +0.007 pp | USD311.07 +14.8% | 25 qtrs — |
| 93 | VICTORY CAPITAL MANAGEMENT INC | 104.5K -13.7K (-11.6%) | 37.31M -2.0M (-5.1%) | 0.13% -0.017 pp | 0.02% -0.002 pp | USD284.82 +25.4% | 40 qtrs — |
| 94 | KING STREET CAPITAL MANAGEMENT, L.P. | 104.0K +104.0K (+100.0%) | 37.15M +37.1M (+100.0%) | 0.13% +0.130 pp | 5.13% +5.128 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 95 | FAMILY WEALTH PARTNERS, LLC | 102.0K -3.6K (-3.4%) | 36.43M +1.3M (+3.7%) | 0.13% -0.005 pp | 13.13% -0.042 pp | USD250.68 +42.5% | 9 qtrs — |
| 96 | PERPETUAL LTD | 101.4K +101.4K (+100.0%) | 36.23M +36.2M (+100.0%) | 0.13% +0.127 pp | 0.52% +0.524 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 97 | RHUMBLINE ADVISERS | 100.8K -2.7K (-2.6%) | 35.99M +1.6M (+4.5%) | 0.13% -0.004 pp | 0.03% +0.001 pp | USD122.94 +190.5% | 51 qtrs — |
| 98 | SENATOR INVESTMENT GROUP LP | 100.0K +100.0K (+100.0%) | 35.72M +35.7M (+100.0%) | 0.12% +0.125 pp | 1.43% +1.432 pp | USD357.17 +0.0% | 1 qtrs NEW |
| 99 | BUCKINGHAM STRATEGIC PARTNERS | 99.8K -99.2K (-49.8%) | 35.65M -39.1M (-52.3%) | 0.13% -0.122 pp | 0.44% -0.410 pp | USD306.00 +16.7% | 16 qtrs — |
| 100 | CITIGROUP INC | 99.2K -43.6K (-30.6%) | 35.42M -12.1M (-25.4%) | 0.13% -0.052 pp | 0.02% -0.006 pp | USD301.36 +18.5% | 54 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
6
Shares acquired
—
Shares disposed
1.6K
Cash buys
—
Cash sales
6.00
Net activity
-1,579
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | Audette Matthew J | Officer | S-Sale | D | Common Stock | 220 | 327.45 | 72.0K | 20,693 | D | ↗ |
| 2026-04-14 | Audette Matthew J | Officer | S-Sale | D | Common Stock | 330 | 325.00 | 107.3K | 21,052 | D | ↗ |
| 2026-03-24 | Thomas Corey E. | Director | A-Award | A | Common Stock | 7 | 0.00 | — | 13,841 | D | ↗ |
| 2026-03-24 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 38,099 | D | ↗ |
| 2026-03-24 | Putnam James S | Director | A-Award | A | Common Stock | 10 | 0.00 | — | 136,669 | D | ↗ |
| 2026-03-24 | Mnookin Allison | Director | A-Award | A | Common Stock | 3 | 0.00 | — | 11,046 | D | ↗ |
| 2026-03-24 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 23,337 | D | ↗ |
| 2026-03-24 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 5 | 0.00 | — | 17,043 | D | ↗ |
| 2026-03-24 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 15,195 | D | ↗ |
| 2026-03-10 | Cohen Marc Eliot | Director / Officer | S-Sale | D | Common Stock | 1,088 | 309.72 | 337.0K | 4,400 | D | ↗ |
| 2026-03-09 | Cohen Marc Eliot | Director / Officer | M-Exempt | A | Common Stock | 2,212 | 77.53 | 171.5K | 7,700 | D | ↗ |
| 2026-03-02 | Jambusaria Aneri | Director / Officer | S-Sale | D | Common Stock | 308 | 306.00 | 94.2K | 6,723 | D | ↗ |
| 2026-02-26 | Enyedi Matthew | Director / Officer | S-Sale | D | Common Stock | 463 | 318.38 | 147.4K | 15,767 | D | ↗ |
| 2026-02-26 | Audette Matthew J | Officer | S-Sale | D | Common Stock | 453 | 322.15 | 145.9K | 21,382 | D | ↗ |
| 2026-02-25 | Steinmeier Richard | Officer | A-Award | A | Common Stock | 10,526 | 0.00 | — | 19,488 | D | ↗ |
| 2026-02-25 | Reeping Katharine | Officer | A-Award | A | Common Stock | 373 | 0.00 | — | 2,214 | D | ↗ |
| 2026-02-25 | Morningstar Matthew | Director / Officer | A-Award | A | Common Stock | 1,122 | 0.00 | — | 3,415 | D | ↗ |
| 2026-02-25 | Jambusaria Aneri | Director / Officer | A-Award | A | Common Stock | 942 | 0.00 | — | 6,444 | D | ↗ |
| 2026-02-25 | Gates Greg | Director / Officer | F-InKind | D | Common Stock | 1,293 | 318.47 | 411.8K | 15,183 | D | ↗ |
| 2026-02-25 | Field Emily | Director / Officer | A-Award | A | Common Stock | 1,122 | 0.00 | — | 1,939 | D | ↗ |
| 2026-02-25 | Enyedi Matthew | Director / Officer | F-InKind | D | Common Stock | 1,333 | 318.47 | 424.5K | 14,054 | D | ↗ |
| 2026-02-25 | Cohen Marc Eliot | Director / Officer | F-InKind | D | Common Stock | 483 | 318.47 | 153.8K | 4,085 | D | ↗ |
| 2026-02-25 | Audette Matthew J | Officer | F-InKind | D | Common Stock | 2,351 | 318.47 | 748.7K | 16,339 | D | ↗ |
| 2026-02-02 | Khanna Somesh | Director | A-Award | A | Common Stock | 139 | 0.00 | — | 139 | D | ↗ |
| 2026-01-05 | Khanna Somesh | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-12-31 | SCHIFTER RICHARD P | Director | G-Gift | D | Common Stock | 1,145 | 0.00 | — | 38,080 | D | ↗ |
| 2025-12-09 | Morningstar Matthew | Director / Officer | A-Award | A | Common Stock | 1,715 | 0.00 | — | 2,293 | D | ↗ |
| 2025-12-08 | Morningstar Matthew | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 578 | D | ↗ |
| 2025-12-05 | Steinmeier Richard | Officer | S-Sale | D | Common Stock | 274 | 373.20 | 102.3K | 9,326 | D | ↗ |
| 2025-12-05 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 410 | 371.20 | 152.2K | 14,744 | D | ↗ |
| 2025-12-01 | Thomas Corey E. | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 13,834 | D | ↗ |
| 2025-12-01 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 39,225 | D | ↗ |
| 2025-12-01 | Putnam James S | Director | A-Award | A | Common Stock | 7 | 0.00 | — | 136,659 | D | ↗ |
| 2025-12-01 | Mnookin Allison | Director | A-Award | A | Common Stock | 2 | 0.00 | — | 11,043 | D | ↗ |
| 2025-12-01 | Jambusaria Aneri | Director / Officer | S-Sale | D | Common Stock | 80 | 352.48 | 28.2K | 5,502 | D | ↗ |
| 2025-12-01 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 10 | 0.00 | — | 23,322 | D | ↗ |
| 2025-12-01 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 17,038 | D | ↗ |
| 2025-12-01 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 3 | 0.00 | — | 15,191 | D | ↗ |
| 2025-11-05 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 169 | 379.58 | 64.1K | 15,409 | D | ↗ |
| 2025-10-06 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 102 | 320.27 | 32.7K | 16,870 | D | ↗ |
| 2025-09-09 | Reeping Katharine | Officer | F-InKind | D | Common Stock | 56 | 339.97 | 19.0K | 1,972 | D | ↗ |
| 2025-09-05 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 190 | 340.83 | 64.8K | 18,049 | D | ↗ |
| 2025-09-05 | Field Emily | Director / Officer | A-Award | A | Common Stock | 817 | 0.00 | — | 817 | D | ↗ |
| 2025-09-02 | Jambusaria Aneri | Director / Officer | S-Sale | D | Common Stock | 80 | 361.25 | 28.9K | 5,582 | D | ↗ |
| 2025-08-29 | Thomas Corey E. | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 13,830 | D | ↗ |
| 2025-08-29 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 39,211 | D | ↗ |
| 2025-08-29 | Putnam James S | Director | A-Award | A | Common Stock | 7 | 0.00 | — | 136,652 | D | ↗ |
| 2025-08-29 | Mnookin Allison | Director | A-Award | A | Common Stock | 2 | 0.00 | — | 11,041 | D | ↗ |
| 2025-08-29 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 10 | 0.00 | — | 23,312 | D | ↗ |
| 2025-08-29 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 17,034 | D | ↗ |
| 2025-08-29 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 3 | 0.00 | — | 15,188 | D | ↗ |
| 2025-08-05 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 106 | 376.30 | 39.9K | 19,205 | D | ↗ |
| 2025-08-04 | Field Emily | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-07-03 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 96 | 378.17 | 36.3K | 22,024 | D | ↗ |
| 2025-06-12 | Thomas Corey E. | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 13,826 | D | ↗ |
| 2025-06-12 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 13 | 0.00 | — | 39,197 | D | ↗ |
| 2025-06-12 | Putnam James S | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 136,645 | D | ↗ |
| 2025-06-12 | Mnookin Allison | Director | A-Award | A | Common Stock | 2 | 0.00 | — | 11,039 | D | ↗ |
| 2025-06-12 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 10 | 0.00 | — | 23,302 | D | ↗ |
| 2025-06-12 | Gates Greg | Director / Officer | F-InKind | D | Common Stock | 234 | 379.39 | 88.8K | 22,120 | D | ↗ |
| 2025-06-12 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 17,030 | D | ↗ |
| 2025-06-12 | Cohen Marc Eliot | Director / Officer | F-InKind | D | Common Stock | 44 | 379.39 | 16.7K | 4,031 | D | ↗ |
| 2025-06-12 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 3 | 0.00 | — | 15,185 | D | ↗ |
| 2025-06-05 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 123 | 382.37 | 47.0K | 22,354 | D | ↗ |
| 2025-06-02 | SCHIFTER RICHARD P | Director | G-Gift | D | Common Stock | 238 | 0.00 | — | 39,184 | D | ↗ |
| 2025-06-02 | Jambusaria Aneri | Director / Officer | S-Sale | D | Common Stock | 80 | 383.99 | 30.7K | 5,662 | D | ↗ |
| 2025-05-23 | Thomas Corey E. | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 13,514 | D | ↗ |
| 2025-05-23 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 39,114 | D | ↗ |
| 2025-05-23 | Putnam James S | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 136,639 | D | ↗ |
| 2025-05-23 | Mnookin Allison | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 11,037 | D | ↗ |
| 2025-05-23 | MULCAHY ANNE M | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 36,063 | D | ↗ |
| 2025-05-23 | Ko Albert J | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 2,258 | D | ↗ |
| 2025-05-23 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 22,984 | D | ↗ |
| 2025-05-23 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 602 | 0.00 | — | 17,026 | D | ↗ |
| 2025-05-23 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 308 | 0.00 | — | 15,182 | D | ↗ |
| 2025-03-25 | Thomas Corey E. | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 12,912 | D | ↗ |
| 2025-03-25 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 15 | 0.00 | — | 38,512 | D | ↗ |
| 2025-03-25 | Putnam James S | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 136,037 | D | ↗ |
| 2025-03-25 | Mnookin Allison | Director | A-Award | A | Common Stock | 2 | 0.00 | — | 10,435 | D | ↗ |
| 2025-03-25 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 11 | 0.00 | — | 22,382 | D | ↗ |
| 2025-03-25 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 16,424 | D | ↗ |
| 2025-03-25 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 3 | 0.00 | — | 14,272 | D | ↗ |
| 2025-03-24 | SCHIFTER RICHARD P | Director | G-Gift | D | Common Stock | 110 | 0.00 | — | 38,717 | D | ↗ |
| 2025-03-14 | Jambusaria Aneri | Director / Officer | S-Sale | D | Common Stock | 80 | 311.87 | 24.9K | 5,742 | D | ↗ |
| 2025-03-13 | EBERHART PAULETT | Director | G-Gift | D | Common Stock | 4,305 | 0.00 | — | 16,420 | D | ↗ |
| 2025-02-28 | Reeping Katharine | Officer | — | — | Common Stock | 0 | 0.00 | — | 2,028 | D | ↗ |
| 2025-02-26 | Cohen Marc Eliot | Director / Officer | S-Sale | D | Common Stock | 1,100 | 365.85 | 402.4K | 4,075 | D | ↗ |
| 2025-02-26 | Audette Matthew J | Officer | S-Sale | D | Common Stock | 4,588 | 360.07 | 1.65M | 16,538 | D | ↗ |
| 2025-02-25 | Steinmeier Richard | Officer | A-Award | A | Common Stock | 7,836 | 0.00 | — | 29,232 | D | ↗ |
| 2025-02-25 | Jambusaria Aneri | Director / Officer | A-Award | A | Common Stock | 1,788 | 0.00 | — | 5,708 | D | ↗ |
| 2025-02-25 | Gates Greg | Director / Officer | A-Award | A | Common Stock | 6,170 | 0.00 | — | 25,016 | D | ↗ |
| 2025-02-25 | Enyedi Matthew | Director / Officer | F-InKind | D | Common Stock | 3,130 | 357.36 | 1.12M | 11,929 | D | ↗ |
| 2025-02-25 | Dadyar Sara | Director / Officer | A-Award | A | Common Stock | 1,797 | 0.00 | — | 1,797 | D | ↗ |
| 2025-02-25 | Cohen Marc Eliot | Director / Officer | F-InKind | D | Common Stock | 673 | 357.36 | 240.5K | 4,401 | D | ↗ |
| 2025-02-25 | Brown Althea | Director / Officer | F-InKind | D | Common Stock | 237 | 357.36 | 84.7K | 5,439 | D | ↗ |
| 2025-02-25 | Audette Matthew J | Officer | F-InKind | D | Common Stock | 4,738 | 357.36 | 1.69M | 15,179 | D | ↗ |
| 2025-02-18 | Steinmeier Richard | Officer | S-Sale | D | Common Stock | 3,500 | 373.79 | 1.31M | 21,396 | D | ↗ |
| 2025-02-10 | Enyedi Matthew | Director / Officer | M-Exempt | A | Common Stock | 5,154 | 39.48 | 203.5K | 15,649 | D | ↗ |
| 2025-02-06 | Audette Matthew J | Officer | G-Gift | D | Common Stock | 900 | 0.00 | — | 12,763 | D | ↗ |
| 2025-02-05 | Audette Matthew J | Officer | S-Sale | D | Common Stock | 5,260 | 365.37 | 1.92M | 28,560 | D | ↗ |
| 2024-12-16 | Cohen Marc Eliot | Director / Officer | — | — | Common Stock | 0 | 0.00 | — | 3,934 | D | ↗ |
| 2024-12-05 | Jambusaria Aneri | Director / Officer | S-Sale | D | Common Stock | 305 | 331.94 | 101.2K | 3,920 | D | ↗ |
| 2024-12-02 | Thomas Corey E. | Director | A-Award | A | Common Stock | 5 | 0.00 | — | 12,908 | D | ↗ |
| 2024-12-02 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 39,707 | D | ↗ |
| 2024-12-02 | Putnam James S | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 136,029 | D | ↗ |
| 2024-12-02 | Mnookin Allison | Director | A-Award | A | Common Stock | 2 | 0.00 | — | 10,433 | D | ↗ |
| 2024-12-02 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 12 | 0.00 | — | 22,371 | D | ↗ |
| 2024-12-02 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 20,725 | D | ↗ |
| 2024-12-02 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 3 | 0.00 | — | 14,269 | D | ↗ |
| 2024-09-12 | Brown Althea | Director / Officer | F-InKind | D | Common Stock | 514 | 206.98 | 106.4K | 5,676 | — | ↗ |
| 2024-08-23 | Thomas Corey E. | Director | A-Award | A | Common Stock | 10 | 0.00 | — | 12,903 | — | ↗ |
| 2024-08-23 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 27 | 0.00 | — | 39,691 | — | ↗ |
| 2024-08-23 | Putnam James S | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 136,021 | — | ↗ |
| 2024-08-23 | Mnookin Allison | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 10,431 | — | ↗ |
| 2024-08-23 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 22,359 | — | ↗ |
| 2024-08-23 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 9 | 0.00 | — | 20,721 | — | ↗ |
| 2024-08-23 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 7 | 0.00 | — | 14,266 | — | ↗ |
| 2024-08-09 | SCHIFTER RICHARD P | Director | G-Gift | D | Common Stock | 182 | 0.00 | — | 39,664 | — | ↗ |
| 2024-06-14 | Arnold Dan H. | Director / Officer | M-Exempt | A | Common Stock | 10,000 | 39.48 | 394.8K | 148,285 | — | ↗ |
| 2024-06-12 | Gates Greg | Director / Officer | F-InKind | D | Common Stock | 234 | 278.99 | 65.3K | 18,846 | — | ↗ |
| 2024-06-05 | Arnold Dan H. | Director / Officer | G-Gift | D | Common Stock | 3,525 | 0.00 | — | 138,285 | — | ↗ |
| 2024-06-04 | Thomas Corey E. | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 12,893 | — | ↗ |
| 2024-06-04 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 20 | 0.00 | — | 41,666 | — | ↗ |
| 2024-06-04 | Putnam James S | Director | A-Award | A | Common Stock | 10 | 0.00 | — | 136,005 | — | ↗ |
| 2024-06-04 | Mnookin Allison | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 10,425 | — | ↗ |
| 2024-06-04 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 22,339 | — | ↗ |
| 2024-06-04 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 20,712 | — | ↗ |
| 2024-06-04 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 5 | 0.00 | — | 14,259 | — | ↗ |
| 2024-05-10 | Thomas Corey E. | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 12,507 | — | ↗ |
| 2024-05-10 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 378 | 0.00 | — | 41,646 | — | ↗ |
| 2024-05-10 | Putnam James S | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 135,995 | — | ↗ |
| 2024-05-10 | Mnookin Allison | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 10,421 | — | ↗ |
| 2024-05-10 | MULCAHY ANNE M | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 35,083 | — | ↗ |
| 2024-05-10 | Ko Albert J | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 1,656 | — | ↗ |
| 2024-05-10 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 21,945 | — | ↗ |
| 2024-05-10 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 20,706 | — | ↗ |
| 2024-05-10 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 699 | 0.00 | — | 14,254 | — | ↗ |
| 2024-03-26 | Thomas Corey E. | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 11,808 | — | ↗ |
| 2024-03-26 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 22 | 0.00 | — | 40,569 | — | ↗ |
| 2024-03-26 | Putnam James S | Director | A-Award | A | Common Stock | 12 | 0.00 | — | 135,296 | — | ↗ |
| 2024-03-26 | Mnookin Allison | Director | A-Award | A | Common Stock | 4 | 0.00 | — | 9,722 | — | ↗ |
| 2024-03-26 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 16 | 0.00 | — | 21,246 | — | ↗ |
| 2024-03-26 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 20,007 | — | ↗ |
| 2024-03-26 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 5 | 0.00 | — | 13,555 | — | ↗ |
| 2024-02-26 | Sethi Kabir | Director / Officer | S-Sale | D | Common Stock | 323 | 266.89 | 86.2K | 10,487 | — | ↗ |
| 2024-02-26 | Gates Greg | Director / Officer | S-Sale | D | Common Stock | 707 | 267.87 | 189.4K | 19,080 | — | ↗ |
| 2024-02-26 | Enyedi Matthew | Director / Officer | S-Sale | D | Common Stock | 2,400 | 263.00 | 631.2K | 10,495 | — | ↗ |
| 2024-02-26 | Audette Matthew J | Officer | S-Sale | D | Common Stock | 2,613 | 266.68 | 696.8K | 14,978 | — | ↗ |
| 2024-02-26 | Arnold Dan H. | Director / Officer | S-Sale | D | Common Stock | 800 | 263.59 | 210.9K | 175,317 | — | ↗ |
| 2024-02-25 | Steinmeier Richard | Director / Officer | A-Award | A | Common Stock | 12,776 | 0.00 | — | 29,690 | — | ↗ |
| 2024-02-25 | Sethi Kabir | Director / Officer | F-InKind | D | Common Stock | 192 | 263.36 | 50.6K | 11,545 | — | ↗ |
| 2024-02-25 | Jambusaria Aneri | Director / Officer | F-InKind | D | Common Stock | 1,295 | 263.36 | 341.1K | 3,087 | — | ↗ |
| 2024-02-25 | Gates Greg | Director / Officer | F-InKind | D | Common Stock | 3,164 | 263.36 | 833.3K | 28,155 | — | ↗ |
| 2024-02-25 | Enyedi Matthew | Director / Officer | F-InKind | D | Common Stock | 3,424 | 263.36 | 901.7K | 11,106 | — | ↗ |
| 2024-02-25 | Brown Althea | Director / Officer | A-Award | A | Common Stock | 1,871 | 0.00 | — | 6,190 | — | ↗ |
| 2024-02-25 | Audette Matthew J | Officer | F-InKind | D | Common Stock | 7,068 | 263.36 | 1.86M | 16,878 | — | ↗ |
| 2024-02-25 | Arnold Dan H. | Director / Officer | A-Award | A | Common Stock | 12,752 | 0.00 | — | 173,706 | — | ↗ |
| 2024-02-23 | Arnold Dan H. | Director / Officer | M-Exempt | D | Option to purchase Common Stock | 7,089 | 39.48 | 279.9K | 60,514 | — | ↗ |
| 2024-02-20 | Enyedi Matthew | Director / Officer | M-Exempt | A | Common Stock | 1,381 | 45.55 | 62.9K | 10,015 | — | ↗ |
| 2024-02-20 | Arnold Dan H. | Director / Officer | S-Sale | D | Common Stock | 4,172 | 256.19 | 1.07M | 139,948 | — | ↗ |
| 2024-02-05 | Audette Matthew J | Officer | S-Sale | D | Common Stock | 212 | 251.02 | 53.2K | 12,644 | — | ↗ |
| 2024-01-02 | Dadyar Sara | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-22 | SCHIFTER RICHARD P | Director | G-Gift | D | Common Stock | 148 | 0.00 | — | 40,547 | — | ↗ |
| 2023-12-12 | Arnold Dan H. | Director / Officer | G-Gift | D | Common Stock | 4,400 | 0.00 | — | 137,044 | — | ↗ |
| 2023-11-27 | Thomas Corey E. | Director | A-Award | A | Common Stock | 9 | 0.00 | — | 11,800 | — | ↗ |
| 2023-11-27 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 25 | 0.00 | — | 42,175 | — | ↗ |
| 2023-11-27 | Putnam James S | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 135,284 | — | ↗ |
| 2023-11-27 | Mnookin Allison | Director | A-Award | A | Common Stock | 5 | 0.00 | — | 9,718 | — | ↗ |
| 2023-11-27 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 19 | 0.00 | — | 21,230 | — | ↗ |
| 2023-11-27 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 20,001 | — | ↗ |
| 2023-11-27 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 13,550 | — | ↗ |
| 2023-11-10 | Larsen Sallie R. | Director / Officer | M-Exempt | D | Option to purchase Common Stock | 13,488 | 54.81 | 739.3K | 0 | — | ↗ |
| 2023-11-06 | Enyedi Matthew | Director / Officer | G-Gift | D | Common Stock | 1,344 | 0.00 | — | 8,634 | — | ↗ |
| 2023-11-02 | Jambusaria Aneri | Director / Officer | S-Sale | D | Common Stock | 1,930 | 222.37 | 429.2K | 1,802 | — | ↗ |
| 2023-09-20 | Arnold Dan H. | Director / Officer | M-Exempt | D | Option to purchase Common Stock | 353 | 39.48 | 13.9K | 77,603 | — | ↗ |
| 2023-09-19 | Arnold Dan H. | Director / Officer | M-Exempt | A | Common Stock | 175 | 39.48 | 6.9K | 146,059 | — | ↗ |
| 2023-09-13 | Steinmeier Richard | Director / Officer | S-Sale | D | Common Stock | 5,334 | 242.77 | 1.29M | 18,214 | — | ↗ |
| 2023-09-12 | Brown Althea | Director / Officer | A-Award | A | Common Stock | 4,319 | 0.00 | — | 4,319 | — | ↗ |
| 2023-09-05 | Brown Althea | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-25 | Thomas Corey E. | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 11,781 | — | ↗ |
| 2023-08-25 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 42,124 | — | ↗ |
| 2023-08-25 | Putnam James S | Director | A-Award | A | Common Stock | 14 | 0.00 | — | 135,269 | — | ↗ |
| 2023-08-25 | Mnookin Allison | Director | A-Award | A | Common Stock | 5 | 0.00 | — | 9,712 | — | ↗ |
| 2023-08-25 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 21,191 | — | ↗ |
| 2023-08-25 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 19,992 | — | ↗ |
| 2023-08-25 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 6 | 0.00 | — | 13,543 | — | ↗ |
| 2023-08-22 | Enyedi Matthew | Director / Officer | M-Exempt | A | Common Stock | 650 | 45.55 | 29.6K | 13,243 | — | ↗ |
| 2023-07-10 | Arnold Dan H. | Director / Officer | G-Gift | D | Common Stock | 9,000 | 0.00 | — | 145,884 | — | ↗ |
| 2023-06-12 | Gates Greg | Director / Officer | A-Award | A | Common Stock | 1,532 | 0.00 | — | 25,381 | — | ↗ |
| 2023-06-05 | Jambusaria Aneri | Director / Officer | F-InKind | D | Common Stock | 896 | 199.99 | 179.2K | 3,732 | — | ↗ |
| 2023-06-05 | Gates Greg | Director / Officer | F-InKind | D | Common Stock | 688 | 199.99 | 137.6K | 23,849 | — | ↗ |
| 2023-06-01 | Thomas Corey E. | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 11,768 | — | ↗ |
| 2023-06-01 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 42,091 | — | ↗ |
| 2023-06-01 | Putnam James S | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 135,237 | — | ↗ |
| 2023-06-01 | Mnookin Allison | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 9,700 | — | ↗ |
| 2023-06-01 | Glavin William Francis Jr | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 21,165 | — | ↗ |
| 2023-06-01 | EBERHART PAULETT | Director | A-Award | A | Common Stock | 1 | 0.00 | — | 19,974 | — | ↗ |
| 2023-06-01 | BERNARD EDWARD C | Director | A-Award | A | Common Stock | 8 | 0.00 | — | 13,536 | — | ↗ |
| 2023-05-12 | Thomas Corey E. | Director | A-Award | A | Common Stock | 784 | 0.00 | — | 11,261 | — | ↗ |
| 2023-05-12 | SCHIFTER RICHARD P | Director | A-Award | A | Common Stock | 784 | 0.00 | — | 41,584 | — | ↗ |
Executive team
Top executives
EBIT / Employee
170.3K
Shares Outstanding
80.19M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Richard Steinmeier Chief Executive Officer | 900.0K | — | 10.05M | — | 3.59M | 38.0K | 14.57M | 68.93% | ↗ |
| 2 | 2025 | Matthew Audette President and Chief Financial Officer | 750.0K | — | 6.26M | — | 2.50M | 513.6K | 10.03M | 62.46% | ↗ |
| 3 | 2025 | Greg Gates Group Managing Director, Chief Technology and Information Officer | 592.3K | — | 2.27M | — | 1.70M | 17.6K | 4.58M | 49.58% | ↗ |
| 4 | 2025 | Matthew Enyedi Group Managing Director, Chief Client Officer | 588.5K | — | 1.75M | — | 1.28M | 24.2K | 3.64M | 48.07% | ↗ |
| 5 | 2025 | Aneri Jambusaria Group Managing Director, Chief Wealth Officer | 488.5K | — | 1.16M | — | 885.0K | 17.6K | 2.56M | 45.57% | ↗ |
| 6 | 2024 | Dan H. Arnold Former President and Chief Executive Officer | 756.3K | — | 13.57M | 12.00M | — | 21.2K | 26.35M | 97.05% | ↗ |
| 7 | 2024 | Richard Steinmeier Chief Executive Officer | 663.5K | — | 2.02M | — | 2.00M | 31.8K | 4.72M | 42.87% | ↗ |
| 8 | 2024 | Matthew Audette President and Chief Financial Officer | 648.5K | — | 1.83M | — | 1.60M | 298.7K | 4.38M | 41.85% | ↗ |
| 9 | 2024 | Greg Gates Group Managing Director, Chief Technology and Information Officer | 550.0K | — | 1.81M | — | 1.50M | 6.6K | 3.86M | 46.78% | ↗ |
| 10 | 2024 | Greg Gates Managing Director, Chief Technology and Information Officer | 550.0K | — | 1.81M | — | 1.50M | 6.6K | 3.86M | 46.78% | ↗ |
| 11 | 2024 | Althea Brown Managing Director, Chief Legal Officer and Corporate Secretary | 500.0K | — | 1.45M | — | 969.0K | 34.6K | 2.96M | 49.15% | ↗ |
| 12 | 2024 | Matthew Enyedi Group Managing Director, Chief Client Officer | 521.2K | — | 1.39M | — | 955.0K | 34.3K | 2.90M | 47.93% | ↗ |
| 13 | 2024 | Matthew Enyedi Managing Director, Client Success | 521.2K | — | 1.39M | — | 955.0K | 34.3K | 2.90M | 47.93% | ↗ |
| 14 | 2023 | Dan H. Arnold Former President and Chief Executive Officer | 946.2K | — | 11.90M | — | 4.00M | 89.9K | 16.94M | 70.27% | ↗ |
| 15 | 2023 | Dan H. Arnold President and Chief Executive Officer | 946.2K | — | 11.90M | — | 4.00M | 89.9K | 16.94M | 70.27% | ↗ |
| 16 | 2023 | Richard Steinmeier Managing Director, Divisional President, Business Strategy and Growth | 592.3K | — | 1.38M | — | 1.68M | 80.5K | 3.73M | 37.04% | ↗ |
| 17 | 2023 | Richard Steinmeier Chief Executive Officer | 592.3K | — | 1.38M | — | 1.68M | 80.5K | 3.73M | 37.04% | ↗ |
| 18 | 2023 | Matthew Audette President and Chief Financial Officer | 625.4K | — | 1.32M | — | 1.38M | 77.3K | 3.40M | 38.83% | ↗ |
| 19 | 2023 | Matthew J. Audette Chief Financial Officer and Head of Business Operations | 625.4K | — | 1.32M | — | 1.38M | 77.3K | 3.40M | 38.83% | ↗ |
| 20 | 2023 | Greg Gates Group Managing Director, Chief Technology and Information Officer | 524.0K | — | 1.44M | — | 1.38M | 56.0K | 3.39M | 42.33% | ↗ |
| 21 | 2023 | Greg Gates Managing Director, Chief Technology and Information Officer | 524.0K | — | 1.44M | — | 1.38M | 56.0K | 3.39M | 42.33% | ↗ |
| 22 | 2023 | Matthew Enyedi Group Managing Director, Chief Client Officer | 492.3K | — | 1.10M | — | 785.0K | 75.5K | 2.46M | 44.90% | ↗ |
| 23 | 2023 | Matthew Enyedi Managing Director, Client Success | 492.3K | — | 1.10M | — | 785.0K | 75.5K | 2.46M | 44.90% | ↗ |
| 24 | 2022 | Dan H. Arnold President and Chief Executive Officer | 920.1K | — | 8.91M | — | 3.89M | 38.9K | 13.75M | 64.77% | ↗ |
| 25 | 2022 | Dan H. Arnold Former President and Chief Executive Officer | 920.1K | — | 8.91M | — | 3.89M | 38.9K | 13.75M | 64.77% | ↗ |
| 26 | 2022 | Kabir Sethi Managing Director, Chief Product Officer | 319.2K | — | 2.86M | — | 750.0K | 4.1K | 3.94M | 72.74% | ↗ |
| 27 | 2022 | Edward Fandrey Former Managing Director, Divisional President | 182.7K | — | 2.37M | — | — | 1.02M | 3.57M | 66.24% | ↗ |
| 28 | 2022 | Matthew Audette President and Chief Financial Officer | 600.0K | — | 1.32M | — | 1.50M | 30.4K | 3.45M | 38.17% | ↗ |
| 29 | 2022 | Matthew J. Audette Chief Financial Officer | 600.0K | — | 1.32M | — | 1.50M | 30.4K | 3.45M | 38.17% | ↗ |
| 30 | 2022 | Matthew J. Audette Chief Financial Officer and Head of Business Operations | 600.0K | — | 1.32M | — | 1.50M | 30.4K | 3.45M | 38.17% | ↗ |
| 31 | 2022 | Richard Steinmeier Managing Director, Divisional President, Business Strategy and Growth | 540.2K | — | 1.44M | — | 1.30M | 32.8K | 3.31M | 43.48% | ↗ |
| 32 | 2022 | Richard Steinmeier Chief Executive Officer | 540.2K | — | 1.44M | — | 1.30M | 32.8K | 3.31M | 43.48% | ↗ |
| 33 | 2022 | Richard Steinmeier Managing Director, Divisional President | 540.2K | — | 1.44M | — | 1.30M | 32.8K | 3.31M | 43.48% | ↗ |
| 34 | 2022 | Dayton Semerjian Managing Director, Chief Customer Care Officer | 500.0K | — | 1.13M | — | 800.0K | 30.4K | 2.46M | 45.87% | ↗ |
| 35 | 2021 | Dan H. Arnold President and Chief Executive Officer | 892.3K | — | 8.57M | — | 3.38M | 39.3K | 12.88M | 66.55% | ↗ |
| 36 | 2021 | Edward Fandrey Managing Director, Divisional President | 459.6K | 400.0K | 4.75M | — | 640.0K | 543.7K | 6.79M | 69.93% | ↗ |
| 37 | 2021 | Edward Fandrey Former Managing Director, Divisional President | 459.6K | 400.0K | 4.75M | — | 640.0K | 543.7K | 6.79M | 69.93% | ↗ |
| 38 | 2021 | Richard Steinmeier Managing Director, Divisional President, Business Strategy and Growth | 500.0K | — | 1.79M | — | 1.28M | 28.4K | 3.60M | 49.73% | ↗ |
| 39 | 2021 | Richard Steinmeier Managing Director, Divisional President | 500.0K | — | 1.79M | — | 1.28M | 28.4K | 3.60M | 49.73% | ↗ |
| 40 | 2021 | Matthew J. Audette Chief Financial Officer and Head of Business Operations | 600.0K | — | 1.58M | — | 1.37M | 37.1K | 3.58M | 44.14% | ↗ |
| 41 | 2021 | Matthew J. Audette Chief Financial Officer | 600.0K | — | 1.58M | — | 1.37M | 37.1K | 3.58M | 44.14% | ↗ |
| 42 | 2021 | Dayton Semerjian Managing Director, Chief Customer Care Officer | 500.0K | — | 1.20M | — | 800.0K | 40.2K | 2.54M | 47.32% | ↗ |
| 43 | 2020 | Dan H. Arnold President and Chief Executive Officer | 850.0K | — | 4.17M | — | 2.20M | 36.2K | 7.26M | 57.48% | ↗ |
| 44 | 2020 | Matthew J. Audette Chief Financial Officer | 600.0K | — | 1.01M | — | 1.19M | 27.6K | 2.83M | 35.59% | ↗ |
| 45 | 2020 | Richard Steinmeier Managing Director, Divisional President | 493.7K | — | 883.7K | — | 982.0K | 80.8K | 2.44M | 36.21% | ↗ |
| 46 | 2020 | Scott Seese Managing Director, Chief Information Officer | 500.0K | — | 933.3K | — | 882.0K | 35.2K | 2.35M | 39.71% | ↗ |
| 47 | 2020 | Dayton Semerjian Managing Director, Chief Customer Care Officer | 500.0K | — | 789.0K | — | 922.0K | 102.5K | 2.31M | 34.10% | ↗ |
| 48 | 2019 | Dan H. Arnold President and Chief Executive Officer | 842.3K | — | 2.62M | 1.68M | 2.49M | 44.6K | 7.67M | 56.02% | ↗ |
| 49 | 2019 | Matthew J. Audette Chief Financial Officer | 600.0K | — | 977.8K | 315.0K | 1.40M | 32.2K | 3.32M | 38.88% | ↗ |
| 50 | 2019 | Scott Seese Managing Director, Chief Information Officer | 500.0K | — | 931.2K | 300.0K | 1.02M | 22.7K | 2.78M | 44.32% | ↗ |
| 51 | 2019 | Dayton Semerjian Managing Director, Chief Customer Care Officer | 407.7K | — | 794.7K | — | 975.0K | 228.8K | 2.41M | 33.03% | ↗ |
| 52 | 2019 | Richard Steinmeier Managing Director, Divisional President | 450.0K | — | 557.3K | 179.5K | 780.0K | 253.4K | 2.22M | 33.19% | ↗ |
| 53 | 2018 | Dan H. Arnold President, CEO | 800.0K | — | 2.33M | 1.54M | 2.43M | 29.7K | 7.13M | 54.27% | ↗ |
| 54 | 2018 | Dan H. Arnold President and Chief Executive Officer | 800.0K | — | 2.33M | 1.54M | 2.43M | 29.7K | 7.13M | 54.27% | ↗ |
| 55 | 2018 | Matthew J. Audette Chief Financial Officer | 600.0K | — | 960.0K | 315.0K | 1.42M | 26.2K | 3.32M | 38.39% | ↗ |
| 56 | 2018 | Richard Steinmeier Managing Director, Divisional President | 173.8K | 500.0K | 1.87M | — | 265.0K | 234.6K | 3.04M | 61.44% | ↗ |
| 57 | 2018 | Scott Seese Managing Director, Chief Information Officer | 500.0K | — | 777.1K | 255.0K | 1.12M | 250.7K | 2.90M | 35.55% | ↗ |
| 58 | 2018 | George B. White Managing Director, Investor and Investment Solutions, Chief Investment Officer | 500.0K | — | 571.4K | 187.5K | 875.0K | 27.9K | 2.16M | 35.10% | ↗ |
| 59 | 2017 | Dan H. Arnold President, CEO | 799.3K | — | 3.14M | 1.31M | 2.16M | 14.0K | 7.42M | 59.92% | ↗ |
| 60 | 2017 | Dan H. Arnold President and Chief Executive Officer | 799.3K | — | 3.14M | 1.31M | 2.16M | 14.0K | 7.42M | 59.92% | ↗ |
| 61 | 2017 | Matthew J. Audette Chief Financial Officer | 600.0K | — | 809.4K | 294.6K | 1.42M | 14.4K | 3.14M | 35.18% | ↗ |
| 62 | 2017 | Thomas Gooley Managing Director, Service, Trading and Operations | 500.0K | — | 607.0K | 220.9K | 900.0K | 29.0K | 2.26M | 36.68% | ↗ |
| 63 | 2017 | Scott Seese Chief Information Officer | 239.7K | — | 980.4K | — | 960.0K | — | 2.18M | 44.97% | ↗ |
| 64 | 2017 | Scott Seese Managing Director, Chief Information Officer | 239.7K | — | 980.4K | — | 960.0K | — | 2.18M | 44.97% | ↗ |
| 65 | 2017 | George B. White Managing Director, Investor and Investment Solutions | 500.0K | — | 465.4K | 169.4K | 845.0K | 17.0K | 2.00M | 31.79% | ↗ |
| 66 | 2017 | George B. White Managing Director, Investor and Investment Solutions, Chief Investment Officer | 500.0K | — | 465.4K | 169.4K | 845.0K | 17.0K | 2.00M | 31.79% | ↗ |
| 67 | 2017 | Mark S. Casady Former CEO | 152.9K | — | — | — | — | 19.3K | 172.1K | 0.00% | ↗ |
| 68 | 2016 | Mark S. Casady Former CEO | 900.0K | — | — | 1.84M | 2.50M | 39.6K | 5.28M | 34.91% | ↗ |
| 69 | 2016 | Dan H. Arnold President, CEO | 666.1K | — | 282.2K | 448.4K | 1.40M | 103.2K | 2.90M | 25.19% | ↗ |
| 70 | 2016 | Matthew J. Audette Chief Financial Officer | 600.0K | — | 273.2K | 430.4K | 1.22M | 80.4K | 2.60M | 27.04% | ↗ |
| 71 | 2016 | Tracy E. Calder Deputy Chief Risk Officer | 413.0K | 497.0K | 671.1K | 131.2K | 425.0K | 276.0K | 2.41M | 33.24% | ↗ |
| 72 | 2016 | Thomas Gooley Managing Director, Service, Trading and Operations | 500.0K | — | 225.9K | 327.8K | 910.0K | 341.1K | 2.30M | 24.02% | ↗ |
| 73 | 2016 | George B. White Managing Director, Investor and Investment Solutions, Chief Investment Officer | 500.0K | — | 206.2K | 297.2K | 640.0K | 255.9K | 1.90M | 26.50% | ↗ |
| 74 | 2016 | George B. White Managing Director, Investor and Investment Solutions | 500.0K | — | 206.2K | 297.2K | 640.0K | 255.9K | 1.90M | 26.50% | ↗ |
| 75 | 2015 | Mark S. Casady Chair, CEO | 900.0K | — | — | 3.52M | 1.24M | 52.5K | 5.71M | 61.64% | ↗ |
| 76 | 2015 | Mark S. Casady Former CEO | 900.0K | — | — | 3.52M | 1.24M | 52.5K | 5.71M | 61.64% | ↗ |
| 77 | 2015 | Dan H. Arnold President, CEO | 606.6K | — | 157.7K | 223.1K | 820.3K | 37.5K | 1.85M | 20.64% | ↗ |
| 78 | 2015 | Dan H. Arnold President, former CFO | 606.6K | — | 157.7K | 223.1K | 820.3K | 37.5K | 1.85M | 20.64% | ↗ |
| 79 | 2015 | Matthew J. Audette Chief Financial Officer | 156.2K | 250.0K | 714.5K | 142.0K | 273.3K | 174.4K | 1.71M | 50.08% | ↗ |
| 80 | 2015 | David P. Bergers Managing Director, Legal Government Relations and General Counsel | 600.0K | — | 143.4K | 202.9K | 675.0K | 46.8K | 1.67M | 20.76% | ↗ |
| 81 | 2015 | George B. White Managing Director, Investor and Investment Solutions | 474.8K | — | 269.2K | 303.8K | 495.0K | 53.6K | 1.60M | 35.89% | ↗ |
| 82 | 2015 | George B. White Managing Director, Chief Investment Officer | 474.8K | — | 269.2K | 303.8K | 495.0K | 53.6K | 1.60M | 35.89% | ↗ |
| 83 | 2015 | Victor P. Fetter Managing Director, Chief Information Officer | 495.0K | — | 185.4K | 269.8K | 562.5K | 47.5K | 1.56M | 29.18% | ↗ |
| 84 | 2015 | Thomas D. Lux Former Acting CFO | 344.4K | — | — | — | — | 116.5K | 460.8K | 0.00% | ↗ |
| 85 | 2014 | Mark S. Casady Chair, CEO | 885.5K | — | — | 3.08M | 1.49M | 71.4K | 5.52M | 55.78% | ↗ |
| 86 | 2014 | Mark S. Casady Former CEO | 885.5K | — | — | 3.08M | 1.49M | 71.4K | 5.52M | 55.78% | ↗ |
| 87 | 2014 | Robert J. Moore Former President | 625.0K | — | 931.0K | 1.10M | 715.0K | 59.7K | 3.43M | 59.23% | ↗ |
| 88 | 2014 | David P. Bergers Managing Director, Legal Government Relations and General Counsel | 600.0K | — | 297.0K | 393.5K | 900.0K | 49.1K | 2.24M | 30.83% | ↗ |
| 89 | 2014 | Dan H. Arnold President, CEO | 542.7K | — | 648.5K | 420.0K | 536.3K | 51.1K | 2.20M | 48.60% | ↗ |
| 90 | 2014 | Dan H. Arnold President, former CFO | 542.7K | — | 648.5K | 420.0K | 536.3K | 51.1K | 2.20M | 48.60% | ↗ |
| 91 | 2014 | Michelle B. Oroschakoff Managing Director, Chief Risk Officer | 350.0K | — | 149.1K | 645.0K | 395.0K | 301.9K | 1.84M | 43.13% | ↗ |
| 92 | 2013 | Mark S. Casady Chair, CEO | 800.0K | — | — | — | 2.50M | 48.8K | 6.15M | 0.00% | ↗ |
| 93 | 2013 | Mark S. Casady Chairman, CEO | 800.0K | — | — | 2.80M | 2.50M | 37.3K | 6.14M | 45.62% | ↗ |
| 94 | 2013 | David P. Bergers Managing Director, Legal Government Relations and General Counsel | 244.9K | 1.50M | 1.68M | 250.0K | 367.4K | 6.7K | 4.05M | 47.65% | ↗ |
| 95 | 2013 | Robert J. Moore Former President | 625.0K | — | — | 1.36M | 1.10M | 40.6K | 3.13M | 43.56% | ↗ |
| 96 | 2013 | Robert J. Moore President | 625.0K | — | — | 1.36M | 1.10M | 34.6K | 3.12M | 43.64% | ↗ |
| 97 | 2013 | William E. Dwyer III Former President, National Sales | 134.4K | — | — | 1.39M | — | 866.7K | 2.39M | 58.20% | ↗ |
| 98 | 2013 | Dan H. Arnold President, former CFO | 481.5K | — | 144.9K | — | 750.0K | 150.9K | 2.10M | 6.89% | ↗ |
| 99 | 2013 | Dan H. Arnold CFO | 481.5K | — | 144.9K | 575.0K | 750.0K | 142.2K | 2.09M | 34.39% | ↗ |
| 100 | 2013 | Derek J. Bruton Managing Director Independent Advisor Services | 398.4K | — | 237.3K | 342.5K | 440.0K | 30.0K | 1.45M | 40.04% | ↗ |
| 101 | 2012 | Mark S. Casady Chair, CEO | 800.0K | — | — | — | 1.00M | 57.6K | 4.66M | 0.00% | ↗ |
| 102 | 2012 | Mark S. Casady Chairman, CEO | 800.0K | — | — | 2.80M | 1.00M | 48.6K | 4.65M | 60.23% | ↗ |
| 103 | 2012 | Robert J. Moore Former President | 625.0K | — | — | — | 360.0K | 42.6K | 2.59M | 0.00% | ↗ |
| 104 | 2012 | Robert J. Moore President | 625.0K | — | — | 1.56M | 360.0K | 37.5K | 2.58M | 60.45% | ↗ |
| 105 | 2012 | William E. Dwyer III President, National Sales | 550.1K | — | — | 1.56M | 443.8K | 10.3K | 2.57M | 60.88% | ↗ |
| 106 | 2012 | William E. Dwyer III Former President, National Sales | 550.1K | — | — | 1.56M | 443.8K | 10.3K | 2.57M | 60.88% | ↗ |
| 107 | 2012 | Esther M. Stearns CEO, NestWise | 620.6K | — | — | 1.56M | 360.0K | 19.1K | 2.56M | 60.98% | ↗ |
| 108 | 2012 | Dan Arnold CFO | 421.9K | — | — | 408.0K | 292.0K | 174.8K | 1.33M | 30.68% | ↗ |
| 109 | 2012 | Dan H. Arnold President, former CFO | 421.9K | — | — | — | 292.0K | 181.6K | 1.30M | 0.00% | ↗ |
| 110 | 2012 | Dan H. Arnold CFO | 421.9K | — | — | 408.0K | 292.0K | 174.8K | 1.30M | 31.47% | ↗ |
| 111 | 2012 | George B. White Chief Investment Officer, Managing Director Research | 430.0K | — | — | 404.0K | 313.4K | 14.6K | 1.16M | 34.77% | ↗ |
| 112 | 2012 | Sallie R. Larsen Managing Director Chief HC Officer | 234.3K | 290.0K | — | 260.0K | 128.9K | 197.5K | 1.11M | 23.41% | ↗ |
| 113 | 2011 | Esther M. Stearns President, COO | 625.0K | — | — | 1.56M | 1.05M | 19.4K | 3.26M | 47.95% | ↗ |
| 114 | 2011 | Robert J. Moore CFO | 625.0K | — | — | 1.56M | 1.05M | 6.3K | 3.25M | 48.14% | ↗ |
| 115 | 2011 | Mark S. Casady Chairman, CEO | 800.0K | — | — | — | 2.09M | 47.7K | 2.94M | 0.00% | ↗ |
| 116 | 2011 | William E. Dwyer Managing Director President, National Sales and Marketing | 512.5K | — | — | 1.56M | 597.7K | 11.0K | 2.68M | 58.22% | ↗ |
| 117 | 2011 | Esther M. Stearns CEO, NestWise | 625.0K | — | — | — | 1.05M | 19.4K | 1.70M | 0.00% | ↗ |
| 118 | 2011 | Robert J. Moore President | 625.0K | — | — | — | 1.05M | 6.3K | 1.68M | 0.00% | ↗ |
| 119 | 2011 | Mark R. Helliker Managing Director, Broker-Dealer Support Services | 375.0K | 170.0K | — | 398.0K | 370.0K | 3.6K | 1.32M | 30.23% | ↗ |
| 120 | 2011 | William E. Dwyer III Former President, National Sales | 512.5K | — | — | — | 597.7K | 11.0K | 1.12M | 0.00% | ↗ |
| 121 | 2011 | William E. Dwyer III President, National Sales | 512.5K | — | — | — | 597.7K | 11.0K | 1.12M | 0.00% | ↗ |
| 122 | 2011 | Dan H. Arnold CFO | 400.0K | — | — | — | 394.0K | 5.4K | 799.4K | 0.00% | ↗ |
| 123 | 2011 | Dan Arnold CFO | 400.0K | — | — | — | 394.0K | 5.4K | 799.4K | 0.00% | ↗ |
| 124 | 2010 | Mark S. Casady Chairman; CEO | 800.0K | 2.23M | — | — | — | 39.8K | 5.74M | 0.00% | ↗ |
| 125 | 2010 | Mark S. Casady Chairman, CEO | 800.0K | — | — | 2.68M | 2.23M | 39.8K | 5.74M | 46.63% | ↗ |
| 126 | 2010 | Robert J. Moore CFO | 600.0K | 1.30M | — | — | — | 28.5K | 3.62M | 0.00% | ↗ |
| 127 | 2010 | Robert J. Moore President | 600.0K | — | — | — | 1.30M | 28.5K | 3.62M | 0.00% | ↗ |
| 128 | 2010 | Robert J. Moore CFO | 600.0K | — | — | 1.70M | 1.30M | 28.5K | 3.62M | 46.82% | ↗ |
| 129 | 2010 | Esther M. Stearns President, COO | 625.0K | 1.10M | — | — | — | 12.7K | 3.43M | 0.00% | ↗ |
| 130 | 2010 | Esther M. Stearns CEO, NestWise | 625.0K | — | — | 1.70M | 1.10M | 12.7K | 3.43M | 49.39% | ↗ |
| 131 | 2010 | Esther M. Stearns President, COO | 625.0K | — | — | 1.70M | 1.10M | 12.7K | 3.43M | 49.39% | ↗ |
| 132 | 2010 | Dan H. Arnold Managing Director, Divisional President, | 400.0K | 400.0K | — | — | — | 856.6K | 2.37M | 0.00% | ↗ |
| 133 | 2010 | Dan Arnold CFO | 400.0K | — | — | — | 400.0K | 856.6K | 2.37M | 0.00% | ↗ |
| 134 | 2010 | William E. Dwyer III President, National Sales | 491.7K | — | — | 1.14M | 625.0K | 10.8K | 2.27M | 50.33% | ↗ |
| 135 | 2010 | William E. Dwyer Managing Director President, National | 491.7K | 625.0K | — | — | — | 10.8K | 2.27M | 0.00% | ↗ |
| 136 | 2010 | William E. Dwyer Managing Director President, National Sales and Marketing | 491.7K | — | — | 1.14M | 625.0K | 10.8K | 2.27M | 50.33% | ↗ |
| 137 | 2010 | Mark R. Helliker Managing Director, Broker-Dealer Support Services | — | — | — | — | — | — | — | — | ↗ |
| 138 | 2009 | Mark S. Casady Chairman; CEO | 800.0K | 1.50M | — | 1.41M | — | 10.7K | 3.73M | 37.97% | ↗ |
| 139 | 2009 | Mark S. Casady Chairman, CEO | 800.0K | — | — | 1.41M | 1.50M | 10.7K | 3.73M | 37.97% | ↗ |
| 140 | 2009 | Mark S. Casady Chairman; CEO | 800.0K | 1.50M | — | — | — | 10.7K | 3.73M | 0.00% | ↗ |
| 141 | 2009 | Robert J. Moore CFO | 600.0K | — | — | 2.22M | 350.0K | 157.6K | 3.32M | 66.67% | ↗ |
| 142 | 2009 | Robert J. Moore CFO | 600.0K | 350.0K | — | — | — | 157.6K | 3.32M | 0.00% | ↗ |
| 143 | 2009 | Esther M. Stearns President, COO | 625.0K | 650.0K | — | — | — | 9.9K | 2.23M | 0.00% | ↗ |
| 144 | 2009 | Esther M. Stearns President, COO | 625.0K | — | — | 943.0K | 650.0K | 9.9K | 2.23M | 42.33% | ↗ |
| 145 | 2009 | William E. Dwyer Managing Director President, National Sales and Marketing | 450.0K | — | — | 589.4K | 450.0K | 10.7K | 1.50M | 39.29% | ↗ |
| 146 | 2009 | William E. Dwyer Managing Director President, National | 450.0K | 450.0K | — | — | — | 10.7K | 1.50M | 0.00% | ↗ |
| 147 | 2009 | Stephanie L. Brown | 355.0K | 300.0K | — | 471.5K | — | — | 1.13M | 41.85% | ↗ |
| 148 | 2009 | Dan H. Arnold Managing Director, Divisional President, | — | — | — | — | — | — | — | — | ↗ |
| 149 | 2009 | Mark R. Helliker Managing Director, Broker-Dealer Support Services | — | — | — | — | — | — | — | — | ↗ |
| 150 | 2008 | Robert J. Moore CFO | 198.1K | 378.9K | — | — | — | 27.2K | 1.96M | 0.00% | ↗ |
| 151 | 2008 | Mark S. Casady Chairman; CEO | 800.0K | 1.03M | — | — | — | 10.7K | 1.84M | 0.00% | ↗ |
| 152 | 2008 | Esther M. Stearns President, COO | 531.3K | 497.8K | — | — | — | 5.9K | 1.82M | 0.00% | ↗ |
| 153 | 2008 | William E. Dwyer Managing Director President, National | 450.0K | 243.1K | — | — | — | 10.9K | 1.05M | 0.00% | ↗ |
| 154 | 2008 | Dan H. Arnold Managing Director, Divisional President, | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Richard Steinmeier | Chief Executive Officer & Director | 5M | male |
| Matthew Jon Audette | President & Chief Financial Officer | 4M | male |
| Greg Gates | MD and Chief Technology & Information Officer | 2M | male |
| Matthew K. Enyedi | MD & Chief Client Officer | 2M | male |
| Aneri Jambusaria | Group MD & Chief Wealth Officer | 1M | female |
| Jeffrey S. Buchbinder | Chief Equity Strategist | — | male |
| Judith Kohoskie Ricketts | Executive Vice President of Operations | — | female |
| Katelyn Shackleton | Executive Vice President of Corporate Strategy & New Ventures | — | female |
| Katharine Reeping | Senior Vice President, Controller & Chief Accounting Officer | — | female |
| Marc Andrew Zabicki | Chief Investment Officer | — | male |
| Matthew Morningstar | Group MD & Chief Legal Officer | — | male |
| Quincy Krosby | Chief Global Strategist | — | — |
ESG Rating
ESG Score History FINANCIAL - CAPITAL MARKETS
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2026-03-02 | 2026-04-10 | Michael McCaul | TX10 | Spouse | Sale | $50,001 - $100,000 | ↗ |
| 2025-12-10 | 2026-01-12 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-17 | 2025-04-18 | Michael McCaul | TX10 | Spouse | Sale | $50,001 - $100,000 | ↗ |
| 2025-03-03 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-07-18 | 2024-09-02 | John James | MI10 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2023-11-10 | 2024-09-02 | John James | MI10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-04-20 | 2023-05-12 | Susie Lee | NV03 | Joint | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2023-04-10 | 2023-05-08 | Ro Khanna | CA17 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2023-01-06 | 2023-01-30 | Diana Harshbarger | TN01 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-11-14 | 2022-11-29 | Diana Harshbarger | TN01 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2022-10-24 | 2022-11-29 | Diana Harshbarger | TN01 | — | Sale | $1,001 - $15,000 | ↗ |
| 2022-05-23 | 2022-06-10 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-01-21 | 2022-02-08 | Ro Khanna | CA17 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-01-21 | 2022-02-28 | Diana Harshbarger | TN01 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2021-06-15 | 2021-07-13 | Susie Lee | NV03 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2021-04-09 | 2021-05-28 | Sara Jacobs | CA53 | — | Sale (Full) | $15,001 - $50,000 | ↗ |
| 2021-02-19 | 2021-03-12 | Sara Jacobs | CA53 | — | Purchase | $15,001 - $50,000 | ↗ |
| 2020-10-19 | 2020-12-08 | Susie Lee | NV03 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2020-09-28 | 2020-10-24 | Susie Lee | NV03 | Joint | Purchase | $1,001 - $15,000 | ↗ |
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 LPLA
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.
