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LTC Properties, Inc. (LTC)

USD39.75 +0.08 (+0.20%)
US NYSE S&P 500 Real Estate REIT - Healthcare Facilities
Address 2829 Townsgate Road 91361
Westlake Village, CA, US
CEO Clint Malin
IPO 1992-08-18
CIK 887905 ISIN US5021751020

Explore sections of this company profile

Also trades on London Stock Exchange · 0JSP.L (USD) New York Stock Exchange · LTC (USD)
Description

LTC operates as a Real Estate Investment Trust (REIT), channeling its capital into properties within the senior living and healthcare sectors. Its investment methods are varied, primarily involving sale-leaseback transactions, mortgage financing, joint ventures, and sophisticated structured finance arrangements including preferred equity stakes and mezzanine debt. The trust's extensive portfolio encompasses 181 investments, spanning 27 U.S. states, and it collaborates with 29 distinct operating partners. This portfolio maintains an approximate equilibrium, with roughly 50% allocated to senior housing facilities and the remaining 50% to skilled nursing properties.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Index membership

IndexAddedRemovedStatus
S&P 500 1982-09-09 Active
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD39.75 +0.08 (+0.20%)
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Volume Profile
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Liquidity & share structure
Average Volume
453.3K
Beta
0.57
Float Shares
48.36M
Free Float %
97.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.31% +0.08% -3.41% -1.41% +8.04% +12.22% +8.68% +14.62% -1.33% -19.64% +290.09%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (22 ratings, all time) Hold
Price Targets & DCF
Current price
39.75
Low 36.00 -9.4%
Consensus 36.00 -9.4%
Median 36.00 -9.4%
High 36.00 -9.4%
DCF (Unlevered) 206.41 +419.3%
DCF (Levered) 161.42 +306.1%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 13% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 0 0
Hold 7 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 4
37.25
-6.3%
All Time 10
36.60
-7.9%
Quality scores
Altman Z-Score
2.57
Grey zone
Piotroski F-Score
5 / 9
Average
Composite Rating
A
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +25.3% Q1'26: +94.9% (vs Q1'25)
  • EPS growth
    +23.5% Q1'26: +6.7% (vs Q1'25)
  • FCF margin
    Q1'26: +29.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +37.5% (vs Q1'25)
  • ROIC
    Q1'26: +250.1% (vs Q1'25)
  • Share dilution
    +5.2% Q1'26: +7.2% (vs Q1'25)
  • Debt / EBITDA
    4.28× Q1'26: 4.53× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.59) × ERP
WACC = 68% × Ke + 32% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 210.99 Current price: 39.75
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
2 Rev. Ana.
3 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
74.30M
est: 81.04M (-8.3%)
83.62M
est: 99.28M (-15.8%)
92.48M
est: 93.65M (-1.2%)
104.97M
est: 109.52M (-4.1%)
118.96M
est: 114.29M (+4.1%)
136.20M
est: 111.67M (+22.0%)
161.58M
est: 132.89M (+21.6%)
168.07M
est: 137.20M (+22.5%)
168.65M
est: 136.97M (+23.1%)
185.30M
est: 140.56M (+31.8%)
159.34M
est: 125.32M (+27.1%)
155.32M
est: 123.05M (+26.2%)
175.15M
est: 124.37M (+40.8%)
197.24M
est: 196.07M (+0.6%)
209.85M
est: 131.77M (+59.3%)
262.85M
est: 206.33M (+27.4%)
323.87M
299.96M – 355.32M
+57.0% YoY
394.34M
365.22M – 432.63M
+21.8% YoY
327.80M
303.60M – 359.63M
-16.9% YoY
337.10M
312.21M – 369.84M
+2.8% YoY
EBITDA
64.36M
est: 69.46M (-7.4%)
74.68M
est: 80.11M (-6.8%)
82.39M
est: 84.29M (-2.2%)
91.48M
est: 95.19M (-3.9%)
112.06M
est: 106.06M (+5.6%)
120.01M
est: 99.66M (+20.4%)
147.49M
est: 118.59M (+24.4%)
154.90M
est: 122.44M (+26.5%)
222.83M
est: 122.23M (+82.3%)
150.67M
est: 125.43M (+20.1%)
164.45M
est: 111.83M (+47.1%)
121.90M
est: 109.81M (+11.0%)
169.52M
est: 110.98M (+52.7%)
175.89M
est: 165.18M (+6.5%)
171.58M
est: 111.01M (+54.6%)
197.24M
est: 173.82M (+13.5%)
272.85M
252.71M – 299.35M
+57.0% YoY
332.22M
307.69M – 364.48M
+21.8% YoY
276.16M
255.78M – 302.98M
-16.9% YoY
284.00M
263.03M – 311.58M
+2.8% YoY
EBIT
48.25M
est: 51.90M (-7.0%)
55.05M
est: 59.91M (-8.1%)
60.24M
est: 62.57M (-3.7%)
66.77M
est: 68.71M (-2.8%)
86.53M
est: 68.52M (+26.3%)
90.58M
est: 71.45M (+26.8%)
111.56M
est: 78.11M (+42.8%)
117.29M
est: 93.99M (+24.8%)
185.27M
est: 111.06M (+66.8%)
111.45M
est: 77.78M (+43.3%)
125.38M
est: 106.93M (+17.3%)
83.60M
est: 63.93M (+30.8%)
132.02M
est: 85.20M (+55.0%)
138.48M
est: 127.24M (+8.8%)
135.22M
est: 85.51M (+58.1%)
159.37M
est: 133.89M (+19.0%)
210.17M
194.65M – 230.58M
+57.0% YoY
255.90M
237.00M – 280.75M
+21.8% YoY
212.72M
197.02M – 233.38M
-16.9% YoY
218.76M
202.61M – 240.00M
+2.8% YoY
Net Income
45.86M
est: 49.26M (-6.9%)
49.25M
est: 52.55M (-6.3%)
51.29M
est: 51.83M (-1.0%)
57.82M
est: 58.29M (-0.8%)
73.40M
est: 69.35M (+5.8%)
73.08M
est: 73.94M (-1.2%)
85.12M
est: 82.53M (+3.1%)
87.34M
est: 97.77M (-10.7%)
154.98M
est: 100.70M (+53.9%)
80.53M
est: 75.77M (+6.3%)
95.29M
est: 106.22M (-10.3%)
55.86M
est: 65.16M (-14.3%)
100.02M
est: 125.96M (-20.6%)
89.74M
est: 93.39M (-3.9%)
91.04M
est: 101.52M (-10.3%)
117.97M
est: 68.64M (+71.9%)
98.74M
79.81M – 99.42M
+43.9% YoY
87.25M
77.70M – 96.80M
-11.6% YoY
83.66M
74.50M – 92.82M
-4.1% YoY
86.60M
78.29M – 97.53M
+3.5% YoY
SGA
9.83M
est: 8.73M (+12.7%)
9.67M
est: 9.96M (-2.9%)
10.73M
est: 10.03M (+7.0%)
11.54M
est: 11.94M (-3.4%)
11.64M
est: 11.24M (+3.5%)
14.99M
est: 15.36M (-2.4%)
17.41M
est: 17.11M (+1.8%)
17.51M
est: 17.84M (-1.8%)
19.19M
est: 13.50M (+42.2%)
18.45M
est: 18.09M (+2.0%)
19.71M
est: 25.16M (-21.6%)
21.46M
est: 25.05M (-14.3%)
23.71M
est: 30.28M (-21.7%)
24.29M
est: 25.42M (-4.5%)
27.24M
est: 17.08M (+59.5%)
31.99M
est: 26.75M (+19.6%)
41.98M
38.89M – 46.06M
+57.0% YoY
51.12M
47.35M – 56.08M
+21.8% YoY
42.49M
39.36M – 46.62M
-16.9% YoY
43.70M
40.47M – 47.94M
+2.8% YoY
EPS
1.21
est: 1.38 (-12.3%)
1.36
est: 1.59 (-14.2%)
1.58
est: 1.61 (-1.9%)
1.64
est: 1.71 (-4.1%)
2.01
est: 1.81 (+11.0%)
1.97
est: 1.96 (+0.6%)
2.21
est: 2.21 (-0.2%)
2.21
est: 2.21 (+0.0%)
3.93
est: 3.75 (+4.8%)
2.03
est: 2.15 (-5.6%)
2.42
est: 2.43 (-0.2%)
1.41
est: 1.43 (-1.2%)
2.49
est: 2.50 (-0.3%)
2.16
est: 2.21 (-2.3%)
2.07
est: 2.15 (-3.6%)
2.55
est: 1.45 (+75.6%)
1.90
1.71 – 2.14
+30.6% YoY
1.85
1.67 – 2.08
-2.6% YoY
1.77
1.60 – 1.99
-4.1% YoY
1.86
1.68 – 2.09
+5.1% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-12 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-11 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-08 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-07 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-06 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-05 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-04 A 4/5 5/5 4/5 5/5 3/5 3/5 2/5
2026-05-01 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-30 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-29 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-28 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-27 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-24 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 3/5 3/5
2026-04-17 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5
2026-04-16 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5
2026-04-15 A- 4/5 5/5 4/5 5/5 1/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
395.54M
OE per share TTM
8.36
Owner's Yield
21.18%
Maintenance CapEx ratio
499.32%
Maint CapEx / Avg PPE
254.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
95
Total invested
153.63M
Insider transactions (90d)
0
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 7.40M 18.80% 7.11M 7.40M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 6.36M 16.14% 70.3K 6.25M 106.2K IA Pennsylvania For 2022-02-10
3 Deutsche Bank AG* 2.96M 12.81% 1.62M 2.96M FI Federal Republic of Germany 2009-02-11
4 STATE STREET CORPORATION 2.78M 7.06% 2.43M 2.78M HC 2022-02-11
5 National Health Investors, Inc. (hereinafter "NHI") EIN 62-1470956 2.77M 15.40% CO Maryland 2003-02-14
6 RREEF America, L.L.C. 2.44M 10.53% 1.13M 2.44M IA, CO Delaware 2009-02-11
7 Franklin Resources, Inc. 2.41M 6.10% 4.00 4.00 4.00 4.00 EP, IN USA 2017-02-07
8 BlackRock for purposes of Schedule 13G filings. 2.25M 9.71% 2.25M 2.25M HC Delaware 2010-01-29
9 Andre C. Dimitriadis 1.28M 7.17% IN United States 2004-03-11
10 DAVID J. DUNN 1.25M 5.50% 1.11M 138.0K 1.11M 138.0K IN UNITED STATES OF AMERICA 2008-02-07
11 Abigail P. Johnson 1.21M 4.63% 1.21M IN United States of America 2001-02-14
12 Edward C. Johnson 3d 1.21M 4.63% 1.21M IN United States of America 2001-02-14
13 FMR Corp. 1.21M 4.63% 797.6K 1.21M HC Commonwealth of Massachusetts 2001-02-14
14 DUNN FAMILY TRUST, DAVID J. DUNN, TRUSTEE 1.11M 4.90% 1.11M 1.11M OO UNITED STATES OF AMERICA 2008-02-07
15 IDANTA PARTNERS LTD. 869.6K 4.30% 869.6K 869.6K PN TEXAS, UNITED STATES OF AMERICA 2004-11-30
16 Deutsche Investment Management Americas 390.4K 1.69% 390.4K 390.4K IA, CO Delaware 2009-02-11
17 Deutsche Asset Management Australia Ltd 129.1K 0.56% 90.4K 129.1K IA, CO Federal Republic of Australia 2009-02-11
18 13-4064930 80.5K 0.20% 80.5K 80.5K IA Delaware 2017-02-10
19 DWS Investments S.A., Luxembourg 9.2K 0.04% 9.2K 9.2K IA, CO Federal Republic of Germany 2009-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
95
-179 vs prev Q
New positions
10
Closed positions
185
Increased
39
Reduced
31
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 BLACKROCK, INC. 8.11M +249.3K (+3.2%) 278.90M -10.9M (-3.8%) 17.85% +0.651 pp 0.00% 0.000 pp USD36.52 -5.9% 6 qtrs
2 VANGUARD GROUP INC 7.24M +125.9K (+1.8%) 248.84M -13.3M (-5.1%) 15.93% +0.370 pp 0.00% 0.000 pp USD40.47 -15.0% 84 qtrs
3 STATE STREET CORP 3.27M -835.0 (0.0%) 112.49M -8.1M (-6.8%) 7.20% +0.041 pp 0.00% 0.000 pp USD39.70 -13.4% 51 qtrs
4 GEODE CAPITAL MANAGEMENT, LLC 1.27M +12.5K (+1.0%) 43.57M -2.7M (-5.8%) 2.79% +0.044 pp 0.00% 0.000 pp USD37.76 -9.0% 78 qtrs
5 AMERICAN CENTURY COMPANIES INC 985.4K +173.1K (+21.3%) 33.88M +3.9M (+13.2%) 2.17% +0.392 pp 0.02% +0.002 pp USD36.44 -5.7% 29 qtrs
6 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 914.3K -41.2K (-4.3%) 31.43M -3.8M (-10.7%) 2.01% -0.078 pp 0.00% -0.001 pp USD38.59 -10.9% 100 qtrs
7 MORGAN STANLEY 842.5K -18.6K (-2.2%) 28.97M -2.8M (-8.7%) 1.85% -0.030 pp 0.00% 0.000 pp USD36.32 -5.3% 51 qtrs
8 ADVISORS CAPITAL MANAGEMENT, LLC 763.5K +12.8K (+1.7%) 26.25M -1.4M (-5.1%) 1.68% +0.038 pp 0.31% -0.034 pp USD35.51 -3.2% 23 qtrs
9 NUVEEN, LLC 682.2K +38.2K (+5.9%) 23.45M -283.7K (-1.2%) 1.50% +0.093 pp 0.01% 0.000 pp USD35.87 -4.2% 4 qtrs
10 DIMENSIONAL FUND ADVISORS LP 656.1K +389.0 (+0.1%) 22.56M -1.6M (-6.7%) 1.44% +0.009 pp 0.00% -0.001 pp USD40.03 -14.1% 51 qtrs
11 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 617.5K +11.7K (+1.9%) 21.23M -1.1M (-4.9%) 1.36% +0.034 pp 0.03% -0.004 pp USD34.46 -0.2% 7 qtrs
12 TWO SIGMA ADVISERS, LP 579.9K -15.3K (-2.6%) 19.94M -2.0M (-9.1%) 1.28% -0.026 pp 0.04% -0.005 pp USD35.38 -2.8% 14 qtrs
13 BANK OF NEW YORK MELLON CORP 557.6K -71.9K (-11.4%) 19.17M -4.0M (-17.4%) 1.23% -0.150 pp 0.00% -0.001 pp USD37.25 -7.7% 66 qtrs
14 NORTHERN TRUST CORP 537.0K -50.4K (-8.6%) 18.46M -3.2M (-14.7%) 1.18% -0.103 pp 0.00% 0.000 pp USD39.45 -12.9% 51 qtrs
15 MILLENNIUM MANAGEMENT LLC 454.4K +11.4K (+2.6%) 15.62M -705.1K (-4.3%) 1.00% +0.031 pp 0.01% 0.000 pp USD35.59 -3.4% 18 qtrs
16 TWO SIGMA INVESTMENTS, LP 439.2K -43.8K (-9.1%) 15.10M -2.7M (-15.2%) 0.97% -0.090 pp 0.02% -0.005 pp USD35.51 -3.2% 16 qtrs
17 QUBE RESEARCH & TECHNOLOGIES LTD 366.7K +117.6K (+47.2%) 12.61M +3.4M (+37.3%) 0.81% +0.262 pp 0.01% +0.003 pp USD35.30 -2.6% 14 qtrs
18 JPMORGAN CHASE & CO 354.2K +143.7K (+68.3%) 12.18M +4.4M (+57.0%) 0.78% +0.319 pp 0.00% +0.000 pp USD36.02 -4.6% 51 qtrs
19 GOLDMAN SACHS GROUP INC 323.8K +207.0K (+177.3%) 11.13M +6.8M (+158.7%) 0.71% +0.457 pp 0.00% +0.001 pp USD34.78 -1.2% 73 qtrs
20 LEGAL & GENERAL GROUP PLC 317.7K +45.6K (+16.8%) 10.92M +893.9K (+8.9%) 0.70% +0.104 pp 0.00% +0.000 pp USD39.26 -12.4% 75 qtrs
21 EDGESTREAM PARTNERS, L.P. 309.5K +309.5K (+100.0%) 10.64M +10.6M (+100.0%) 0.68% +0.681 pp 0.30% +0.300 pp USD34.38 +0.0% 1 qtrs NEW
22 PRINCIPAL FINANCIAL GROUP INC 287.6K +28.4K (+11.0%) 9.89M +334.8K (+3.5%) 0.63% +0.066 pp 0.01% +0.000 pp USD37.14 -7.4% 80 qtrs
23 TUDOR INVESTMENT CORP ET AL 283.6K +19.6K (+7.4%) 9.75M +19.6K (+0.2%) 0.62% +0.047 pp 0.02% +0.001 pp USD34.41 -0.1% 10 qtrs
24 ABRDN PLC 246.6K +1.6K (+0.6%) 8.48M -418.7K (-4.7%) 0.54% +0.007 pp 0.01% -0.001 pp USD33.30 +3.2% 19 qtrs
25 MARSHALL WACE, LLP 240.1K -281.7K (-54.0%) 8.26M -11.0M (-57.1%) 0.53% -0.613 pp 0.01% -0.012 pp USD35.18 -2.3% 11 qtrs
26 UBS GROUP AG 238.2K +139.1K (+140.3%) 8.19M +4.5M (+124.1%) 0.52% +0.307 pp 0.00% +0.001 pp USD34.76 -1.1% 45 qtrs
27 INVESCO LTD. 218.0K +850.0 (+0.4%) 7.49M -509.2K (-6.4%) 0.48% +0.005 pp 0.00% 0.000 pp USD35.54 -3.3% 57 qtrs
28 JUPITER ASSET MANAGEMENT LTD 196.2K +11.8K (+6.4%) 6.74M -52.8K (-0.8%) 0.43% +0.028 pp 0.05% -0.004 pp USD36.71 -6.3% 4 qtrs
29 190.7K +190.7K (+100.0%) 6.56M +6.6M (+100.0%) 0.42% +0.420 pp 0.24% +0.236 pp USD34.38 +0.0% 1 qtrs NEW
30 CITADEL ADVISORS LLC 189.9K +75.2K (+65.6%) 6.53M +2.3M (+54.4%) 0.42% +0.167 pp 0.00% +0.000 pp USD34.22 +0.5% 48 qtrs
31 PUBLIC SECTOR PENSION INVESTMENT BOARD 164.8K -14.4K (-8.0%) 5.67M -940.1K (-14.2%) 0.36% -0.029 pp 0.02% -0.005 pp USD36.76 -6.5% 58 qtrs
32 POINT72 ASSET MANAGEMENT, L.P. 147.6K +100.8K (+215.4%) 5.08M +3.4M (+194.2%) 0.32% +0.223 pp 0.01% +0.003 pp USD34.74 -1.0% 4 qtrs
33 RHUMBLINE ADVISERS 142.6K -1.0K (-0.7%) 4.90M -391.9K (-7.4%) 0.31% 0.000 pp 0.00% 0.000 pp USD39.09 -12.0% 56 qtrs
34 VIRGINIA RETIREMENT SYSTEMS ET AL 129.1K +82.7K (+178.2%) 4.44M +2.7M (+159.5%) 0.28% +0.183 pp 0.03% +0.015 pp USD34.46 -0.2% 3 qtrs
35 BANK OF AMERICA CORP /DE/ 124.7K -32.0K (-20.4%) 4.29M -1.5M (-25.8%) 0.27% -0.068 pp 0.00% 0.000 pp USD35.52 -3.2% 52 qtrs
36 ASSET MANAGEMENT ONE CO., LTD. 120.1K -11.9K (-9.0%) 4.15M -713.4K (-14.7%) 0.26% -0.024 pp 0.01% -0.003 pp USD37.11 -7.4% 53 qtrs
37 AMERIPRISE FINANCIAL INC 118.9K +2.0K (+1.8%) 4.09M -219.4K (-5.1%) 0.26% +0.006 pp 0.00% 0.000 pp USD33.97 +1.2% 55 qtrs
38 TOCQUEVILLE ASSET MANAGEMENT L.P. 103.4K -23.2K (-18.3%) 3.56M -1.1M (-23.8%) 0.23% -0.049 pp 0.05% -0.016 pp USD35.15 -2.2% 4 qtrs
39 EXODUSPOINT CAPITAL MANAGEMENT, LP 92.9K +3.0K (+3.3%) 3.19M -119.5K (-3.6%) 0.20% +0.008 pp 0.03% -0.009 pp USD36.78 -6.5% 6 qtrs
40 HSBC HOLDINGS PLC 92.1K +31.4K (+51.6%) 3.17M +926.6K (+41.4%) 0.20% +0.070 pp 0.00% +0.000 pp USD35.32 -2.7% 40 qtrs
41 SWISS NATIONAL BANK 90.9K +1.8K (+2.0%) 3.12M -159.0K (-4.8%) 0.20% +0.005 pp 0.00% +0.000 pp USD40.28 -14.6% 51 qtrs
42 AQR CAPITAL MANAGEMENT LLC 85.4K -26.2K (-23.4%) 2.94M -1.2M (-28.6%) 0.19% -0.056 pp 0.00% -0.001 pp USD36.22 -5.1% 16 qtrs
43 BARCLAYS PLC 72.9K -15.1K (-17.2%) 2.50M -722.8K (-22.4%) 0.16% -0.032 pp 0.00% 0.000 pp USD35.20 -2.3% 51 qtrs
44 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 71.7K -5.1K (-6.6%) 2.46M -365.0K (-12.9%) 0.16% -0.010 pp 0.00% -0.001 pp USD38.87 -11.6% 51 qtrs
45 DEKABANK DEUTSCHE GIROZENTRALE 66.6K +— (+0.0%) 2.41M +11.0K (+0.5%) 0.15% +0.001 pp 0.00% +0.000 pp USD37.02 -7.1% 21 qtrs
46 SCHONFELD STRATEGIC ADVISORS LLC 69.9K +33.0K (+89.5%) 2.40M +1.0M (+76.8%) 0.15% +0.073 pp 0.01% +0.003 pp USD34.53 -0.4% 8 qtrs
47 NOMURA ASSET MANAGEMENT CO LTD 69.7K +2.7K (+4.0%) 2.40M -73.3K (-3.0%) 0.15% +0.007 pp 0.01% 0.000 pp USD35.48 -3.1% 76 qtrs
48 WATERLOO CAPITAL, L.P. 69.6K +1.3K (+1.8%) 2.39M -126.3K (-5.0%) 0.15% +0.004 pp 0.17% -0.015 pp USD33.09 +3.9% 9 qtrs
49 VOYA INVESTMENT MANAGEMENT LLC 65.4K -11.0K (-14.4%) 2.25M -566.7K (-20.1%) 0.14% -0.023 pp 0.00% -0.001 pp USD34.76 -1.1% 51 qtrs
50 GREAT WEST LIFE ASSURANCE CO /CAN/ 65.2K -7.7K (-10.5%) 2.24M -400.0K (-15.1%) 0.14% -0.016 pp 0.00% +0.000 pp USD40.85 -15.8% 49 qtrs
51 DEUTSCHE BANK AG\ 64.8K +2.4K (+3.8%) 2.23M -73.8K (-3.2%) 0.14% +0.006 pp 0.00% +0.000 pp USD36.57 -6.0% 50 qtrs
52 WELLS FARGO & COMPANY/MN 64.2K +21.0K (+48.5%) 2.21M +613.1K (+38.5%) 0.14% +0.047 pp 0.00% +0.000 pp USD36.05 -4.6% 57 qtrs
53 ALLIANCEBERNSTEIN L.P. 64.0K +385.0 (+0.6%) 2.20M -144.6K (-6.2%) 0.14% +0.002 pp 0.00% +0.000 pp USD40.26 -14.6% 61 qtrs
54 ENVESTNET ASSET MANAGEMENT INC 58.5K -35.7K (-37.9%) 2.01M -1.5M (-42.1%) 0.13% -0.077 pp 0.00% 0.000 pp USD35.03 -1.9% 51 qtrs
55 JANUS HENDERSON GROUP PLC 57.0K +4.2K (+7.9%) 1.96M +10.2K (+0.5%) 0.13% +0.010 pp 0.00% +0.000 pp USD37.94 -9.4% 35 qtrs
56 EXCHANGE TRADED CONCEPTS, LLC 56.1K +906.0 (+1.6%) 1.93M -105.6K (-5.2%) 0.12% +0.003 pp 0.01% -0.003 pp USD35.98 -4.4% 18 qtrs
57 STATE OF ALASKA, DEPARTMENT OF REVENUE 55.7K +8.1K (+17.0%) 1.91M +161.0K (+9.2%) 0.12% +0.018 pp 0.02% +0.002 pp USD38.16 -9.9% 63 qtrs
58 DARK FOREST CAPITAL MANAGEMENT LP 54.8K +27.0K (+96.7%) 1.88M +920.3K (+95.4%) 0.12% +0.060 pp 0.09% +0.057 pp USD34.50 -0.3% 3 qtrs
59 INDEPENDENT ADVISOR ALLIANCE 53.8K -2.1K (-3.7%) 1.85M -208.9K (-10.2%) 0.12% -0.004 pp 0.04% -0.009 pp USD36.85 -6.7% 14 qtrs
60 MARTINGALE ASSET MANAGEMENT L P 51.0K -542.0 (-1.1%) 1.75M -146.6K (-7.7%) 0.11% -0.001 pp 0.04% -0.003 pp USD34.92 -1.5% 5 qtrs
61 SUMITOMO MITSUI TRUST HOLDINGS, INC. 50.4K +101.0 (+0.2%) 1.73M -121.3K (-6.5%) 0.11% +0.001 pp 0.00% +0.000 pp USD39.90 -13.8% 59 qtrs
62 FRANKLIN RESOURCES INC 49.4K +3.8K (+8.2%) 1.70M +16.2K (+1.0%) 0.11% +0.009 pp 0.00% +0.000 pp USD34.33 +0.1% 18 qtrs
63 FIRST TRUST ADVISORS LP 49.1K -100.4K (-67.1%) 1.69M -3.8M (-69.4%) 0.11% -0.219 pp 0.00% -0.003 pp USD35.05 -1.9% 51 qtrs
64 JANE STREET GROUP, LLC 48.8K -87.4K (-64.2%) 1.68M -3.3M (-66.6%) 0.11% -0.191 pp 0.00% -0.001 pp USD36.69 -6.3% 20 qtrs
65 FMR LLC 44.6K +23.6K (+112.1%) 1.53M +758.0K (+97.8%) 0.10% +0.052 pp 0.00% +0.000 pp USD34.75 -1.1% 30 qtrs
66 SUSQUEHANNA INTERNATIONAL GROUP, LLP 43.9K +5.0K (+12.9%) 1.51M +75.4K (+5.3%) 0.10% +0.012 pp 0.00% +0.000 pp USD34.76 -1.1% 40 qtrs
67 PRICE T ROWE ASSOCIATES INC /MD/ 43.2K +3.5K (+8.8%) 1.48M +22.0K (+1.5%) 0.10% +0.008 pp 0.00% +0.000 pp USD36.15 -4.9% 65 qtrs
68 PRUDENTIAL FINANCIAL INC 43.0K -2.9K (-6.2%) 1.48M -211.8K (-12.5%) 0.09% -0.006 pp 0.00% 0.000 pp USD36.72 -6.4% 85 qtrs
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 40.3K -41.0 (-0.1%) 1.39M -101.4K (-6.8%) 0.09% +0.000 pp 0.00% 0.000 pp USD40.94 -16.0% 52 qtrs
70 DIVERSIFY ADVISORY SERVICES, LLC 37.3K +1.6K (+4.6%) 1.38M +115.4K (+9.1%) 0.08% +0.004 pp 0.04% +0.001 pp USD34.79 -1.2% 3 qtrs
71 KEUDELL/MORRISON WEALTH MANAGEMENT 39.7K +39.7K (+100.0%) 1.36M +1.4M (+100.0%) 0.09% +0.087 pp 0.29% +0.287 pp USD34.38 +0.0% 1 qtrs NEW
72 VOLORIDGE INVESTMENT MANAGEMENT, LLC 38.1K +13.2K (+53.3%) 1.31M +393.6K (+43.0%) 0.08% +0.030 pp 0.00% +0.002 pp USD34.83 -1.3% 3 qtrs
73 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 37.5K +3.2K (+9.2%) 1.30M +33.6K (+2.7%) 0.08% +0.007 pp 0.00% +0.000 pp USD36.53 -5.9% 58 qtrs
74 THRIVENT FINANCIAL FOR LUTHERANS 37.3K +4.2K (+12.6%) 1.28M +61.0K (+5.0%) 0.08% +0.010 pp 0.00% 0.000 pp USD36.58 -6.0% 74 qtrs
75 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 37.0K +37.0K (+100.0%) 1.27M +1.3M (+100.0%) 0.08% +0.082 pp 0.00% +0.002 pp USD34.38 +0.0% 1 qtrs NEW
76 BRIDGE CITY CAPITAL, LLC 37.0K -5.9K (-13.8%) 1.27M -309.6K (-19.6%) 0.08% -0.012 pp 0.37% -0.049 pp USD40.90 -15.9% 35 qtrs
77 NISA INVESTMENT ADVISORS, LLC 33.8K -5.0K (-13.0%) 1.16M -269.2K (-18.8%) 0.07% -0.011 pp 0.00% -0.002 pp USD37.13 -7.4% 74 qtrs
78 CETERA INVESTMENT ADVISERS 33.7K +1.3K (+3.9%) 1.16M -37.1K (-3.1%) 0.07% +0.003 pp 0.00% 0.000 pp USD34.54 -0.5% 8 qtrs
79 LPL FINANCIAL LLC 33.1K -201.0 (-0.6%) 1.14M -89.6K (-7.3%) 0.07% +0.000 pp 0.00% +0.000 pp USD36.43 -5.6% 51 qtrs
80 NORGES BANK 32.9K +32.9K (+100.0%) 1.13M +1.1M (+100.0%) 0.07% +0.072 pp 0.00% +0.000 pp USD34.38 +0.0% 1 qtrs NEW
81 CAMPBELL & CO INVESTMENT ADVISER LLC 32.0K +32.0K (+100.0%) 1.10M +1.1M (+100.0%) 0.07% +0.071 pp 0.05% +0.053 pp USD34.38 +0.0% 15 qtrs
82 QUANTBOT TECHNOLOGIES LP 30.8K +12.0K (+64.1%) 1.06M +366.8K (+53.0%) 0.07% +0.027 pp 0.04% +0.016 pp USD34.80 -1.2% 4 qtrs
83 VENTURE VISIONARY PARTNERS LLC 30.3K +5.0K (+19.7%) 1.04M +109.0K (+11.7%) 0.07% +0.011 pp 0.03% +0.002 pp USD34.42 -0.1% 8 qtrs
84 MACQUARIE GROUP LTD 29.6K -2.4K (-7.4%) 1.02M -160.4K (-13.6%) 0.07% -0.005 pp 0.00% +0.003 pp USD35.37 -2.8% 66 qtrs
85 PENSIONFUND DSM NETHERLANDS 29.5K +29.5K (+100.0%) 1.01M +1.0M (+100.0%) 0.06% +0.065 pp 0.67% +0.668 pp USD34.38 +0.0% 1 qtrs NEW
86 NEW YORK STATE COMMON RETIREMENT FUND 27.5K +— (+0.0%) 944.3K -68.1K (-6.7%) 0.06% +0.000 pp 0.00% +0.000 pp USD36.17 -4.9% 80 qtrs
87 METLIFE INVESTMENT MANAGEMENT, LLC 26.9K -1.3K (-4.7%) 923.6K -115.6K (-11.1%) 0.06% -0.003 pp 0.00% -0.001 pp USD39.96 -14.0% 33 qtrs
88 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 26.8K +2.2K (+8.8%) 919.8K +13.6K (+1.5%) 0.06% +0.005 pp 0.00% 0.000 pp USD36.44 -5.7% 52 qtrs
89 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 26.6K +91.0 (+0.3%) 913.2K -62.5K (-6.4%) 0.06% +0.001 pp 0.00% 0.000 pp USD36.04 -4.6% 31 qtrs
90 HANDELSBANKEN FONDER AB 26.2K +800.0 (+3.1%) 902.0K -35.0K (-3.7%) 0.06% +0.002 pp 0.00% 0.000 pp USD36.30 -5.3% 23 qtrs
91 AMUNDI 26.1K +3.7K (+16.7%) 896.9K +113.1K (+14.4%) 0.06% +0.009 pp 0.00% +0.000 pp USD36.08 -4.7% 19 qtrs
92 ILLINOIS MUNICIPAL RETIREMENT FUND 26.0K +2.2K (+9.3%) 892.7K +17.1K (+2.0%) 0.06% +0.005 pp 0.01% +0.000 pp USD32.61 +5.4% 10 qtrs
93 GRAHAM CAPITAL MANAGEMENT, L.P. 25.6K +25.6K (+100.0%) 878.9K +878.9K (+100.0%) 0.06% +0.056 pp 0.02% +0.021 pp USD34.38 +0.0% 3 qtrs
94 IQ EQ FUND MANAGEMENT (IRELAND) LTD 24.4K +989.0 (+4.2%) 837.9K -24.0K (-2.8%) 0.05% +0.003 pp 0.06% -0.001 pp USD33.84 +1.6% 8 qtrs
95 APOLLON WEALTH MANAGEMENT, LLC 23.3K +453.0 (+2.0%) 801.7K -41.1K (-4.9%) 0.05% +0.001 pp 0.01% -0.001 pp USD34.61 -0.7% 5 qtrs
96 KLP KAPITALFORVALTNING AS 23.3K +700.0 (+3.1%) 801.1K -32.0K (-3.8%) 0.05% +0.002 pp 0.00% 0.000 pp USD34.55 -0.5% 5 qtrs
97 SEI INVESTMENTS CO 23.2K -1.1K (-4.6%) 798.5K -99.1K (-11.0%) 0.05% -0.002 pp 0.00% 0.000 pp USD36.30 -5.3% 17 qtrs
98 Y-INTERCEPT (HONG KONG) LTD 22.9K -36.4K (-61.3%) 788.7K -1.4M (-63.9%) 0.05% -0.079 pp 0.02% -0.035 pp USD34.90 -1.5% 10 qtrs
99 SG AMERICAS SECURITIES, LLC 21.9K +1.3K (+6.2%) 753.0K -7.0K (-0.9%) 0.05% +0.003 pp 0.00% -0.002 pp USD36.23 -5.1% 51 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.58
Neutral
Ratio by volume
1.98
Bullish
Buys
11
Sells
19
Shares acquired
260.9K
Shares disposed
132.0K
Cash buys
1.00
Cash sales
Net activity
+128,874
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
2026-03-09 Satterwhite John Gibson Officer A-Award A COMMON STOCK 7,714 39.68 306.1K 36,496 D
2026-03-09 SIMPSON WENDY Director / Officer A-Award A Common Stock 67,721 39.68 2.69M 430,079 D
2026-03-09 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 15,726 39.68 624.0K 238,041 D
2026-03-09 Malin Clint B Officer A-Award A Common Stock 33,226 39.68 1.32M 245,613 D
2026-03-09 CHIKHALE CAROLINE Officer A-Award A Common Stock 10,286 39.68 408.1K 74,297 D
2026-03-05 Gruber David L Director P-Purchase A Common Stock 7,000 38.00 266.0K 36,931 D
2026-02-19 Satterwhite John Gibson Officer A-Award A COMMON STOCK 10,663 38.92 415.0K 28,782 D
2026-02-19 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 33,466 38.92 1.30M 220,541 D
2026-02-19 Malin Clint B Officer A-Award A Common Stock 33,466 38.92 1.30M 212,387 D
2026-02-19 CHIKHALE CAROLINE Officer A-Award A Common Stock 13,618 38.92 530.0K 64,011 D
2026-02-19 BOITANO DAVID M Officer A-Award A Common Stock 10,534 38.92 410.0K 36,160 D
2026-02-13 Satterwhite John Gibson Officer F-InKind D COMMON STOCK 1,533 39.39 60.4K 19,666 D
2026-02-13 SIMPSON WENDY Director / Officer F-InKind D Common Stock 8,635 39.39 340.1K 362,358 D
2026-02-13 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 3,852 39.39 151.7K 192,164 D
2026-02-13 Malin Clint B Officer F-InKind D Common Stock 4,391 39.39 173.0K 184,722 D
2026-02-13 CHIKHALE CAROLINE Officer F-InKind D Common Stock 2,010 39.39 79.2K 52,455 D
2026-02-09 Satterwhite John Gibson Officer F-InKind D COMMON STOCK 1,276 37.28 47.6K 21,199 D
2026-02-09 SIMPSON WENDY Director / Officer F-InKind D Common Stock 7,326 37.28 273.1K 370,993 D
2026-02-09 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 3,246 37.28 121.0K 196,015 D
2026-02-09 Malin Clint B Officer F-InKind D Common Stock 3,676 37.28 137.0K 189,113 D
2026-02-09 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,702 37.28 63.5K 54,465 D
2025-12-31 BOITANO DAVID M Officer P-Purchase A Common Stock 5,000 34.58 172.9K 25,626 D
2025-11-07 Gruber David L Director P-Purchase A Common Stock 1,000 35.94 35.9K 29,834 D
2025-11-06 Gruber David L Director P-Purchase A Common Stock 2,000 35.46 70.9K 28,738 D
2025-06-27 BOITANO DAVID M Officer P-Purchase A Common Stock 3,000 34.80 104.4K 15,626 D
2025-06-26 BOITANO DAVID M Officer P-Purchase A Common Stock 4,000 34.50 138.0K 9,626 D
2025-05-28 TRICHE TIMOTHY Director A-Award A Common Stock 3,125 35.20 110.0K 37,647 D
2025-05-28 Preber Bradley J Director A-Award A Common Stock 3,125 35.20 110.0K 6,304 D
2025-05-28 HAWKEN JEFFREY C Director A-Award A Common Stock 3,125 35.20 110.0K 3,125 D
2025-05-28 Gruber David L Director A-Award A Common Stock 3,125 35.20 110.0K 24,738 D
2025-05-28 Cheng Cornelia Director A-Award A Common Stock 3,125 35.20 110.0K 17,196 D
2025-04-21 BOITANO DAVID M Officer A-Award A Common Stock 5,626 35.55 200.0K 5,626 D
2025-03-06 Satterwhite John Gibson Officer F-InKind D COMMON STOCK 3,801 34.89 132.6K 22,475 D
2025-03-06 SIMPSON WENDY Director / Officer F-InKind D Common Stock 31,671 34.89 1.11M 378,319 D
2025-03-06 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 13,584 34.89 473.9K 199,261 D
2025-03-06 Malin Clint B Officer F-InKind D Common Stock 15,455 34.89 539.2K 192,789 D
2025-03-06 CHIKHALE CAROLINE Officer A-Award A Common Stock 9,410 34.89 328.3K 61,235 D
2025-02-19 Satterwhite John Gibson Officer COMMON STOCK 0 0.00 19,219 D
2025-02-19 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 32,253 34.88 1.12M 184,145 D
2025-02-19 Malin Clint B Officer A-Award A Common Stock 32,253 34.88 1.12M 179,544 D
2025-02-19 CHIKHALE CAROLINE Officer A-Award A Common Stock 11,468 34.88 400.0K 51,825 D
2025-02-13 SIMPSON WENDY Director / Officer F-InKind D Common Stock 8,619 34.57 298.0K 351,178 D
2025-02-13 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 3,852 34.57 133.2K 151,892 D
2025-02-13 Malin Clint B Officer F-InKind D Common Stock 4,383 34.57 151.5K 147,291 D
2025-02-13 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,987 34.57 68.7K 40,357 D
2025-02-10 SIMPSON WENDY Director / Officer F-InKind D Common Stock 13,914 33.93 472.1K 359,797 D
2025-02-10 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 6,097 33.93 206.9K 155,744 D
2025-02-10 Malin Clint B Officer F-InKind D Common Stock 6,911 33.93 234.5K 151,674 D
2025-02-10 CHIKHALE CAROLINE Officer F-InKind D Common Stock 3,348 33.93 113.6K 42,344 D
2024-12-17 SIMPSON WENDY Director / Officer G-Gift D Common Stock 7,748 0.00 373,711 D
2024-12-11 Gruber David L Director P-Purchase A Common Stock 3,000 37.16 111.5K 21,516 D
2024-11-07 Malin Clint B Officer S-Sale D Common Stock 6,000 38.75 232.5K 158,585 D
2024-08-30 TRICHE TIMOTHY Director S-Sale D Common Stock 5,000 36.45 182.3K 34,522
2024-08-02 Gruber David L Director P-Purchase A Common Stock 2,000 35.66 71.3K 18,412
2024-05-22 TRICHE TIMOTHY Director A-Award A Common Stock 3,179 30.64 97.4K 39,522
2024-05-22 Preber Bradley J 0 0.00 0
2024-05-22 Hendrickson Boyd W Director A-Award A Common Stock 3,179 34.60 110.0K 25,110
2024-05-22 Gruber David L Director A-Award A Common Stock 3,179 34.60 110.0K 12,324
2024-05-22 Cheng Cornelia Director A-Award A Common Stock 3,179 34.60 110.0K 14,071
2024-04-02 TRICHE TIMOTHY Director S-Sale D Common Stock 3,082 31.67 97.6K 36,343
2024-02-13 SIMPSON WENDY Director / Officer A-Award A Common Stock 48,014 30.72 1.47M 381,459
2024-02-13 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 24,414 30.72 750.0K 161,841
2024-02-13 Malin Clint B Officer A-Award A Common Stock 24,414 30.72 750.0K 164,585
2024-02-13 CHIKHALE CAROLINE Officer A-Award A Common Stock 11,068 30.72 340.0K 45,692
2024-02-12 SIMPSON WENDY Director / Officer F-InKind D Common Stock 5,336 31.22 166.6K 333,445
2024-02-12 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,302 31.22 71.9K 137,427
2024-02-12 Malin Clint B Officer F-InKind D Common Stock 2,639 31.22 82.4K 140,171
2024-02-12 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,313 31.22 41.0K 34,624
2024-02-09 SIMPSON WENDY Director / Officer F-InKind D Common Stock 6,645 31.03 206.2K 338,781
2024-02-09 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,866 31.03 88.9K 139,729
2024-02-09 Malin Clint B Officer F-InKind D Common Stock 3,287 31.03 102.0K 142,810
2024-02-09 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,635 31.03 50.7K 35,937
2024-02-08 SIMPSON WENDY Director / Officer F-InKind D Common Stock 7,162 30.64 219.4K 345,426
2024-02-08 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 3,111 30.64 95.3K 142,595
2024-02-08 Malin Clint B Officer F-InKind D Common Stock 3,568 30.64 109.3K 146,097
2024-02-08 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,592 30.64 48.8K 37,572
2023-12-22 Hendrickson Boyd W Director S-Sale D Common Stock 7,500 32.68 245.1K 21,816
2023-11-14 SHELLEY-KESSLER PAMELA Officer S-Sale D Common Stock 15,500 32.54 504.4K 145,706
2023-11-08 Gruber David L Director P-Purchase A Common Stock 3,500 31.33 109.7K 9,053
2023-07-25 Gruber David L Director A-Award A Common Stock 3,000 35.45 106.4K 5,500
2023-06-28 TRICHE TIMOTHY Director S-Sale D Common Stock 6,000 33.03 198.2K 39,425
2023-05-24 TRICHE TIMOTHY Director A-Award A Common Stock 3,012 31.54 95.0K 45,425
2023-05-24 Shapiro Devra G Director A-Award A Common Stock 3,012 31.54 95.0K 47,243
2023-05-24 PIECZYNSKI JAMES Director A-Award A Common Stock 3,012 31.54 95.0K 33,643
2023-05-24 Hendrickson Boyd W Director A-Award A Common Stock 3,012 31.54 95.0K 29,103
2023-05-24 Cheng Cornelia Director A-Award A Common Stock 3,012 31.54 95.0K 10,892
2023-02-21 SIMPSON WENDY Director / Officer F-InKind D Common Stock 4,482 37.74 169.2K 352,588
2023-02-21 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 1,635 37.74 61.7K 161,206
2023-02-21 Malin Clint B Officer F-InKind D Common Stock 2,188 37.74 82.6K 149,665
2023-02-21 CHIKHALE CAROLINE Officer F-InKind D Common Stock 863 37.74 32.6K 39,164
2023-02-13 SIMPSON WENDY Director / Officer F-InKind D Common Stock 5,215 37.51 195.6K 357,070
2023-02-13 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 1,945 37.51 73.0K 162,841
2023-02-13 Malin Clint B Officer F-InKind D Common Stock 2,593 37.51 97.3K 151,853
2023-02-13 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,301 37.51 48.8K 40,027
2023-02-09 SIMPSON WENDY Director / Officer F-InKind D Common Stock 6,495 36.60 237.7K 362,285
2023-02-09 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,422 36.60 88.6K 164,786
2023-02-09 Malin Clint B Officer F-InKind D Common Stock 3,230 36.60 118.2K 154,446
2023-02-09 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,621 36.60 59.3K 41,328
2023-02-08 SIMPSON WENDY Director / Officer A-Award A Common Stock 39,693 37.16 1.47M 368,780
2023-02-08 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 19,510 37.16 725.0K 167,208
2023-02-08 Malin Clint B Officer A-Award A Common Stock 19,510 37.16 725.0K 157,676
2023-02-08 CHIKHALE CAROLINE Officer A-Award A Common Stock 8,611 37.16 320.0K 42,949
2023-02-02 SIMPSON WENDY Director / Officer S-Sale D Common Stock 3,372 38.54 130.0K 361,487
2023-02-01 SIMPSON WENDY Director / Officer S-Sale D Common Stock 500 38.50 19.3K 412,259
2022-12-08 CHIKHALE CAROLINE Director S-Sale D Common Stock 5,000 39.50 197.5K 34,338
2022-12-07 CHIKHALE CAROLINE Director S-Sale D Common Stock 3,477 39.45 137.2K 40,861
2022-05-25 TRICHE TIMOTHY Director A-Award A Common Stock 2,469 38.48 95.0K 43,513
2022-05-25 Shapiro Devra G Director A-Award A Common Stock 2,469 38.48 95.0K 44,231
2022-05-25 PIECZYNSKI JAMES Director A-Award A Common Stock 2,469 38.48 95.0K 30,631
2022-05-25 Hendrickson Boyd W Director A-Award A Common Stock 2,469 38.48 95.0K 25,878
2022-05-25 Cheng Cornelia Director A-Award A Common Stock 2,469 38.48 95.0K 7,880
2022-02-22 SIMPSON WENDY Director / Officer F-InKind D Common Stock 4,431 34.21 151.6K 412,759
2022-02-22 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,301 34.21 78.7K 147,698
2022-02-22 Malin Clint B Officer F-InKind D Common Stock 2,301 34.21 78.7K 138,166
2022-02-22 CHIKHALE CAROLINE Officer F-InKind D Common Stock 906 34.21 31.0K 44,338
2022-02-18 SIMPSON WENDY Director / Officer F-InKind D Common Stock 4,482 33.92 152.0K 417,190
2022-02-18 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,187 33.92 74.2K 149,999
2022-02-18 Malin Clint B Officer F-InKind D Common Stock 2,187 33.92 74.2K 140,467
2022-02-18 CHIKHALE CAROLINE Officer F-InKind D Common Stock 862 33.92 29.2K 45,244
2022-02-11 SIMPSON WENDY Director / Officer F-InKind D Common Stock 5,242 34.00 178.2K 421,672
2022-02-11 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,668 34.00 90.7K 152,186
2022-02-11 Malin Clint B Officer F-InKind D Common Stock 2,668 34.00 90.7K 142,654
2022-02-11 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,373 34.00 46.7K 46,106
2022-02-09 SIMPSON WENDY Director / Officer A-Award A Common Stock 36,830 33.94 1.25M 426,914
2022-02-09 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 17,973 33.94 610.0K 154,854
2022-02-09 Malin Clint B Officer A-Award A Common Stock 17,973 33.94 610.0K 145,322
2022-02-09 CHIKHALE CAROLINE Officer A-Award A Common Stock 8,839 33.94 300.0K 47,479
2021-05-26 TRICHE TIMOTHY Director A-Award A Common Stock 2,411 39.40 95.0K 41,044
2021-05-26 Shapiro Devra G Director A-Award A Common Stock 2,411 39.40 95.0K 41,762
2021-05-26 PIECZYNSKI JAMES Director A-Award A Common Stock 2,411 39.40 95.0K 28,162
2021-05-26 Hendrickson Boyd W Director A-Award A Common Stock 2,411 39.40 95.0K 23,171
2021-05-26 Cheng Cornelia Director A-Award A Common Stock 2,411 39.40 95.0K 5,411
2021-04-01 Cheng Cornelia Director A-Award A Common Stock 3,000 43.14 129.4K 3,000
2021-03-05 SIMPSON WENDY Director / Officer A-Award A Common Stock 36,443 40.91 1.49M 409,272
2021-03-05 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 12,580 40.91 514.6K 136,881
2021-03-05 Malin Clint B Officer F-InKind D Common Stock 12,580 40.91 514.6K 127,349
2021-03-05 CHIKHALE CAROLINE Officer A-Award A Common Stock 6,769 40.91 276.9K 42,204
2021-02-19 SIMPSON WENDY Director / Officer F-InKind D Common Stock 4,431 40.68 180.3K 372,829
2021-02-19 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,300 40.68 93.6K 125,568
2021-02-19 Malin Clint B Officer F-InKind D Common Stock 2,300 40.68 93.6K 116,036
2021-02-19 CHIKHALE CAROLINE Officer F-InKind D Common Stock 924 40.68 37.6K 35,435
2021-02-18 SIMPSON WENDY Director / Officer F-InKind D Common Stock 4,482 40.79 182.8K 377,260
2021-02-18 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 23,893 40.91 977.5K 149,461
2021-02-18 Malin Clint B Officer F-InKind D Common Stock 2,187 40.79 89.2K 118,336
2021-02-18 CHIKHALE CAROLINE Officer F-InKind D Common Stock 878 40.79 35.8K 36,359
2021-02-16 SIMPSON WENDY Director / Officer F-InKind D Common Stock 3,893 41.96 163.4K 381,742
2021-02-16 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,759 41.96 115.8K 130,055
2021-02-16 Malin Clint B Officer F-InKind D Common Stock 2,759 41.96 115.8K 120,523
2021-02-16 CHIKHALE CAROLINE Officer F-InKind D Common Stock 1,104 41.96 46.3K 37,237
2021-02-11 SIMPSON WENDY Director / Officer A-Award A Common Stock 29,572 42.27 1.25M 385,635
2021-02-11 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 14,431 42.27 610.0K 132,814
2021-02-11 Malin Clint B Officer A-Award A Common Stock 14,431 42.27 610.0K 123,282
2021-02-11 CHIKHALE CAROLINE Officer A-Award A Common Stock 7,097 42.27 300.0K 38,341
2020-05-27 TRICHE TIMOTHY Director A-Award A Common Stock 2,471 38.45 95.0K 38,633
2020-05-27 Shapiro Devra G Director A-Award A Common Stock 2,471 38.45 95.0K 39,351
2020-05-27 PIECZYNSKI JAMES Director A-Award A Common Stock 2,471 38.45 95.0K 25,751
2020-05-27 Hendrickson Boyd W Director A-Award A Common Stock 2,471 38.45 95.0K 20,552
2020-03-06 SIMPSON WENDY Director / Officer A-Award A Common Stock 31,923 44.83 1.43M 372,871
2020-03-06 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 17,443 44.83 782.0K 127,567
2020-03-06 Malin Clint B Officer F-InKind D Common Stock 9,184 44.83 411.7K 108,851
2020-03-06 CHIKHALE CAROLINE Officer F-InKind D Common Stock 2,669 44.83 119.7K 31,244
2020-03-01 CHIKHALE CAROLINE Officer D Common Stock 0 0.00 28,845
2020-02-28 PIECZYNSKI JAMES Director P-Purchase A Common Stock 1,000 45.05 45.1K 23,280
2020-02-19 SIMPSON WENDY Director / Officer F-InKind D Common Stock 4,442 48.49 215.4K 340,947
2020-02-19 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,327 48.49 112.8K 110,124
2020-02-19 Malin Clint B Officer F-InKind D Common Stock 2,327 48.49 112.8K 100,592
2020-02-18 SIMPSON WENDY Director / Officer F-InKind D Common Stock 3,903 48.95 191.1K 319,853
2020-02-18 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 12,462 48.95 610.0K 112,451
2020-02-18 Malin Clint B Officer F-InKind D Common Stock 2,789 48.95 136.5K 90,457
2020-02-14 SIMPSON WENDY Director / Officer F-InKind D Common Stock 3,903 49.15 191.8K 323,756
2020-02-14 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,161 49.15 106.2K 102,778
2020-02-14 Malin Clint B Officer F-InKind D Common Stock 2,161 49.15 106.2K 93,246
2019-12-13 SIMPSON WENDY Director / Officer G-Gift D Common Stock 9,190 0.00 327,659
2019-12-10 SIMPSON WENDY Director / Officer G-Gift D Common Stock 810 0.00 336,849
2019-08-27 SIMPSON WENDY Director / Officer S-Sale D Common Stock 600 49.25 29.6K 341,109
2019-08-26 SIMPSON WENDY Director / Officer S-Sale D Common Stock 1,000 48.62 48.6K 372,525
2019-07-29 Shapiro Devra G Director A-Award A Common Stock 5,000 24.65 123.3K 36,880
2019-06-19 TRICHE TIMOTHY Director S-Sale D Common Stock 200 46.17 9.2K 36,162
2019-05-29 TRICHE TIMOTHY Director A-Award A Common Stock 2,124 44.73 95.0K 38,962
2019-05-29 Shapiro Devra G Director A-Award A Common Stock 2,124 44.73 95.0K 31,880
2019-05-29 PIECZYNSKI JAMES Director A-Award A Common Stock 2,124 44.73 95.0K 22,280
2019-05-29 Hendrickson Boyd W Director A-Award A Common Stock 2,124 44.73 95.0K 17,926
2019-03-05 SIMPSON WENDY Director / Officer F-InKind D Common Stock 10,114 44.42 449.3K 382,365
2019-03-05 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 10,110 44.42 449.1K 110,262
2019-03-05 Malin Clint B Officer A-Award A Common Stock 10,110 44.42 449.1K 100,730
2019-02-19 SIMPSON WENDY Director / Officer A-Award A Common Stock 25,247 46.54 1.17M 373,270
2019-02-19 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 4,905 46.54 228.3K 87,045
2019-02-19 Malin Clint B Officer F-InKind D Common Stock 4,905 46.54 228.3K 77,513
2019-02-14 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,162 47.09 101.8K 91,950
2019-02-14 Malin Clint B Officer F-InKind D Common Stock 2,162 47.09 101.8K 82,418
2018-05-30 TRICHE TIMOTHY Director A-Award A Common Stock 2,182 41.25 90.0K 36,838
2018-05-30 Shapiro Devra G Director A-Award A Common Stock 2,182 41.25 90.0K 29,756
2018-05-30 PIECZYNSKI JAMES Director A-Award A Common Stock 2,182 41.25 90.0K 20,156
2018-05-30 Hendrickson Boyd W Director A-Award A Common Stock 2,182 41.25 90.0K 15,656
2018-02-18 SIMPSON WENDY Director / Officer F-InKind D Common Stock 3,967 37.81 150.0K 348,023
2018-02-18 SHELLEY-KESSLER PAMELA Officer F-InKind D Common Stock 2,089 37.81 79.0K 94,112
2018-02-18 Malin Clint B Officer F-InKind D Common Stock 2,089 37.81 79.0K 84,580
2018-02-16 SIMPSON WENDY Director / Officer A-Award A Common Stock 22,181 38.18 846.9K 351,990
2018-02-16 SHELLEY-KESSLER PAMELA Officer A-Award A Common Stock 15,715 38.18 600.0K 96,201
2018-02-16 Malin Clint B Officer A-Award A Common Stock 15,715 38.18 600.0K 86,669

Executive team

Top executives
EBIT / Employee
6.93M
Shares Outstanding
49.51M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Pamela J. Shelley-Kessler Co-President and Co-Chief Executive Officer 650.0K 2.25M 1.12M 10.4K 4.03M 55.87%
2 2025 Clint B. Malin Co-President and Co-Chief Executive Officer 650.0K 2.25M 1.12M 9.5K 4.03M 55.88%
3 2025 Caroline Chikhale Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary 450.0K 800.0K 556.9K 10.4K 1.82M 44.02%
4 2025 John G. Satterwhite Executive Vice President, Asset Management 380.0K 600.0K 470.3K 10.4K 1.46M 41.08%
5 2025 Wendy L. Simpson Executive Chairman 500.0K 515.6K 8.6K 1.02M 0.00%
6 2025 David M. Boitano Executive Vice President and Chief Investment Officer 348.7K 200.0K 438.3K 987.0K 20.26%
7 2024 Wendy L. Simpson Executive Chairman 860.0K 2.95M 1.27M 350.00 5.08M 58.07%
8 2024 Clint B. Malin Co-President and Co-Chief Executive Officer 560.0K 1.50M 612.5K 10.4K 2.68M 55.91%
9 2024 Pamela J. Shelley-Kessler Co-President and Co-Chief Executive Officer 560.0K 1.50M 612.5K 10.4K 2.68M 55.91%
10 2024 Caroline Chikhale Executive Vice President, Chief Financial Officer, Treasurer and Corporate Secretary 365.0K 360.0K 580.0K 9.5K 1.31M 44.12%
11 2024 Caroline Chikhale Executive Vice President and Chief Financial Officer, Treasurer Corporate Secretary 365.0K 360.0K 580.0K 9.5K 1.31M 44.12%
12 2023 Wendy L. Simpson Chairman and Chief Executive Officer 860.0K 2.95M 1.26M 177.1K 5.25M 56.21%
13 2023 Wendy L. Simpson Executive Chairman 860.0K 2.95M 1.26M 8.2K 5.08M 58.08%
14 2023 Pamela J. Shelley-Kessler Co-President, Chief Financial Officer and Corporate Secretary 530.0K 1.45M 580.0K 93.0K 2.65M 54.65%
15 2023 Clint B. Malin Co-President and Chief Investment Officer 530.0K 1.45M 580.0K 90.7K 2.65M 54.70%
16 2023 Pamela J. Shelley-Kessler Co-President and Co-Chief Executive Officer 530.0K 1.45M 580.0K 10.4K 2.57M 56.41%
17 2023 Clint B. Malin Co-President and Co-Chief Executive Officer 530.0K 1.45M 580.0K 8.1K 2.57M 56.46%
18 2022 Wendy L. Simpson Chairman and Chief Executive Officer 810.0K 2.50M 1.20M 156.5K 4.66M 53.62%
19 2022 Wendy L. Simpson Executive Chairman 810.0K 2.50M 1.20M 6.9K 4.51M 55.40%
20 2022 Pamela J. Shelley-Kessler Co-President, Chief Financial Officer and Corporate Secretary 500.0K 1.22M 546.9K 83.5K 2.35M 51.91%
21 2022 Clint B. Malin Co-President and Chief Investment Officer 500.0K 1.22M 546.9K 81.7K 2.35M 51.95%
22 2022 Pamela J. Shelley-Kessler Co-President and Co-Chief Executive Officer 500.0K 1.22M 546.9K 10.4K 2.28M 53.57%
23 2022 Clint B. Malin Co-President and Co-Chief Executive Officer 500.0K 1.22M 546.9K 8.6K 2.28M 53.61%
24 2021 Wendy L. Simpson Chairman and Chief Executive Officer 775.0K 2.50M 793.6K 135.6K 4.20M 59.47%
25 2021 Pamela J. Shelley-Kessler Co-President, Chief Financial Officer and Corporate Secretary 475.0K 1.22M 373.7K 73.6K 2.14M 56.95%
26 2021 Clint B. Malin Co-President and Chief Investment Officer 475.0K 1.22M 373.7K 67.8K 2.14M 57.10%
27 2020 Wendy L. Simpson Chairman and Chief Executive Officer 775.0K 2.50M 807.3K 118.1K 4.20M 59.52%
28 2020 Pamela J. Shelley-Kessler Co-President, Chief Financial Officer and Corporate Secretary 475.0K 1.22M 356.3K 70.8K 2.12M 57.49%
29 2020 Clint B. Malin Co-President and Chief Investment Officer 475.0K 1.22M 356.3K 64.2K 2.12M 57.67%
30 2019 Wendy L. Simpson Chairman and Chief Executive Officer 750.0K 2.35M 947.2K 114.4K 4.16M 56.47%
31 2019 Wendy L. Simpson Chairman, Chief Executive Officer and President 750.0K 2.35M 947.2K 114.4K 4.16M 56.47%
32 2019 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and Corporate Secretary 460.0K 1.22M 418.5K 73.3K 2.17M 56.17%
33 2019 Pamela J. Shelley-Kessler Co-President, Chief Financial Officer and Corporate Secretary 460.0K 1.22M 418.5K 73.3K 2.17M 56.17%
34 2019 Clint B. Malin Co-President and Chief Investment Officer 460.0K 1.22M 418.5K 67.1K 2.17M 56.33%
35 2019 Clint B. Malin Executive Vice President and Chief Investment Officer 460.0K 1.22M 418.5K 67.1K 2.17M 56.33%
36 2018 Wendy L. Simpson Chairman and Chief Executive Officer 675.0K 1.76M 875.9K 104.4K 3.42M 51.56%
37 2018 Wendy L. Simpson Chairman, Chief Executive Officer and President 675.0K 1.76M 875.9K 104.4K 3.42M 51.56%
38 2018 Pamela J. Shelley-Kessler Co-President, Chief Financial Officer and Corporate Secretary 425.0K 1.20M 397.1K 72.3K 2.09M 57.30%
39 2018 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and Corporate Secretary 425.0K 1.20M 397.1K 72.3K 2.09M 57.30%
40 2018 Clint B. Malin Executive Vice President and Chief Investment Officer 425.0K 1.20M 397.1K 66.5K 2.09M 57.46%
41 2018 Clint B. Malin Co-President and Chief Investment Officer 425.0K 1.20M 397.1K 66.5K 2.09M 57.46%
42 2017 Wendy L. Simpson Chairman, Chief Executive Officer and President 675.0K 2.03M 739.5K 105.4K 3.55M 57.18%
43 2017 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and Corporate Secretary 400.0K 1.11M 315.5K 69.5K 1.90M 58.66%
44 2017 Clint B. Malin Executive Vice President and Chief Investment Officer 400.0K 1.11M 315.5K 63.6K 1.89M 58.85%
45 2016 Wendy L. Simpson Chairman, Chief Executive Officer and President 655.0K 1.93M 1.37M 711.00 3.95M 48.78%
46 2016 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and Corporate Secretary 390.0K 1.01M 506.1K 4.6K 1.92M 52.97%
47 2016 Clint B. Malin Executive Vice President and Chief Investment Officer 390.0K 1.01M 506.1K 3.4K 1.91M 53.00%
48 2015 Wendy L. Simpson Chairman, Chief Executive Officer and President 627.9K 561.1K 952.5K 1.7K 2.14M 26.18%
49 2015 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and Corporate Secretary 375.8K 504.3K 427.5K 5.0K 1.31M 38.42%
50 2015 Clint B. Malin Executive Vice President and Chief Investment Officer 375.8K 504.3K 427.5K 3.5K 1.31M 38.46%
51 2015 Caroline L. Chikhale Senior Vice President, Controller and Treasurer 204.2K 169.0K 868.0K 3.4K 1.24M 69.74%
52 2015 Brent P. Chappell Senior Vice President, Investment and Portfolio Management 289.6K 225.0K 438.2K 5.0K 957.8K 45.76%
53 2014 Wendy L. Simpson Chairman, Chief Executive Officer and 610.5K 664.4K 661.3K 1.1K 1.94M 34.30%
54 2014 Wendy L. Simpson Chairman, Chief Executive Officer and President 610.5K 664.4K 661.3K 1.1K 1.94M 34.30%
55 2014 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and 365.8K 607.6K 296.9K 10.0K 1.28M 47.46%
56 2014 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and Corporate Secretary 365.8K 607.6K 296.9K 10.0K 1.28M 47.46%
57 2014 Clint B. Malin Executive Vice President and Chief Investment Officer 365.8K 607.6K 296.9K 467.00 1.27M 47.81%
58 2014 Clint B. Malin Executive Vice President and Chief Investment Officer 365.8K 607.6K 296.9K 467.00 1.27M 47.81%
59 2014 Brent P. Chappell Senior Vice President, Investment and Portfolio 245.8K 90.0K 778.6K 1.11M 69.86%
60 2014 Brent P. Chappell Senior Vice President, Investment and Portfolio Management 245.8K 90.0K 778.6K 1.11M 69.86%
61 2014 Caroline L. Chikhale Vice President, Controller and Treasurer 163.3K 70.0K 133.4K 14.5K 381.1K 34.99%
62 2014 Caroline L. Chikhale Senior Vice President, Controller and Treasurer 163.3K 70.0K 133.4K 14.5K 381.1K 34.99%
63 2013 Wendy L. Simpson Chairman, Chief Executive Officer and 568.8K 580.0K 736.2K 2.2K 1.89M 39.01%
64 2013 Wendy L. Simpson Chairman, Chief Executive Officer and President 568.8K 580.0K 736.2K 2.2K 1.89M 39.01%
65 2013 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer and 335.0K 250.0K 589.0K 10.8K 1.18M 49.71%
66 2013 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and 335.0K 250.0K 589.0K 10.8K 1.18M 49.71%
67 2013 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and Corporate Secretary 335.0K 250.0K 589.0K 10.8K 1.18M 49.71%
68 2013 Clint B. Malin Executive Vice President and Chief Investment Officer 335.0K 250.0K 589.0K 2.6K 1.18M 50.06%
69 2013 Clint B. Malin Executive Vice President and Chief Investment Officer 335.0K 250.0K 589.0K 2.6K 1.18M 50.06%
70 2013 T. Andrew Stokes Former Senior Vice President, Marketing and 62.5K 260.4K 322.9K 0.00%
71 2013 Caroline L. Chikhale Vice President, Controller and Treasurer 161.7K 70.0K 73.6K 16.2K 321.5K 22.90%
72 2013 Caroline L. Chikhale Senior Vice President, Controller and Treasurer 161.7K 70.0K 73.6K 16.2K 321.5K 22.90%
73 2013 Peter G. Lyew Vice President and Director of Taxes 173.8K 50.0K 36.8K 8.2K 268.8K 13.69%
74 2013 Brent P. Chappell Senior Vice President, Investment and Portfolio
75 2012 Wendy L. Simpson Chief Executive Officer and President 514.6K 650.0K 725.2K 2.4K 1.89M 38.33%
76 2012 Wendy L. Simpson Chairman, Chief Executive Officer and 514.6K 650.0K 725.2K 2.4K 1.89M 38.33%
77 2012 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer and 289.6K 300.0K 349.0K 7.6K 946.2K 36.88%
78 2012 Pamela J. Shelley-Kessler Executive Vice President, Chief Financial Officer and 289.6K 300.0K 349.0K 7.6K 946.2K 36.88%
79 2012 Clint B. Malin Executive Vice President and Chief Investment Officer 289.6K 300.0K 349.0K 5.8K 944.3K 36.96%
80 2012 T. Andrew Stokes Senior Vice President, Marketing and 245.8K 75.0K 8.0K 328.8K 0.00%
81 2012 T. Andrew Stokes Former Senior Vice President, Marketing and 245.8K 75.0K 8.0K 328.8K 0.00%
82 2012 Caroline L. Chikhale Vice President, Controller and Treasurer 143.8K 85.0K 69.8K 18.6K 317.2K 22.01%
83 2012 Peter G. Lyew Vice President and Director of Taxes 158.8K 60.0K 34.9K 5.4K 259.1K 13.47%
84 2012 Andre C. Dimitriadis Executive Chairman 240.0K 4.8K 244.8K 0.00%
85 2012 Brent P. Chappell Senior Vice President, Investment and Portfolio
86 2011 Wendy L. Simpson Chief Executive Officer and President 465.0K 953.1K 7.9K 1.43M 66.84%
87 2011 Wendy L. Simpson Chairman, Chief Executive Officer and 465.0K 953.1K 7.9K 1.43M 66.84%
88 2011 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer and 250.0K 275.0K 193.8K 12.7K 731.5K 26.49%
89 2011 Clint B. Malin Executive Vice President and Chief Investment Officer 235.4K 275.0K 193.8K 6.0K 710.2K 27.29%
90 2011 Clint B. Malin Senior Vice President and Chief Investment Officer 235.4K 275.0K 193.8K 6.0K 710.2K 27.29%
91 2011 T. Andrew Stokes Former Senior Vice President, Marketing and 215.0K 180.0K 16.1K 411.1K 0.00%
92 2011 T. Andrew Stokes Senior Vice President, Marketing and 215.0K 180.0K 16.1K 411.1K 0.00%
93 2011 Caroline L. Chikhale Vice President, Controller and Treasurer 127.7K 80.0K 127.1K 12.9K 347.7K 36.55%
94 2011 Peter G. Lyew Vice President and Director of Taxes 147.5K 70.0K 63.5K 5.0K 286.0K 22.22%
95 2011 Andre C. Dimitriadis Executive Chairman 240.0K 4.2K 244.2K 0.00%
96 2010 Clint B. Malin Senior Vice President and Chief Investment Officer 174.3K 210.0K 805.7K 8.4K 1.20M 67.23%
97 2010 Clint B. Malin Executive Vice President and Chief Investment Officer 174.3K 210.0K 805.7K 8.4K 1.20M 67.23%
98 2010 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer 207.8K 135.0K 805.7K 13.3K 1.16M 69.35%
99 2010 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer and 207.8K 135.0K 805.7K 13.3K 1.16M 69.35%
100 2010 T. Andrew Stokes Senior Vice President, Marketing and 174.3K 110.0K 805.7K 15.9K 1.11M 72.85%
101 2010 Wendy L. Simpson Chief Executive Officer and President 416.0K 416.0K 5.1K 837.1K 0.00%
102 2010 Andre C. Dimitriadis Executive Chairman 240.0K 6.5K 246.5K 0.00%
103 2009 Wendy L. Simpson Chief Executive Officer and President 416.0K 416.0K 2.64M 5.2K 3.48M 75.95%
104 2009 Wendy L. Simpson Chief Executive Officer and President 416.0K 416.0K 2.64M 5.2K 3.48M 75.95%
105 2009 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer and 197.6K 90.0K 107.6K 12.3K 407.5K 26.40%
106 2009 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer 197.6K 90.0K 107.6K 12.3K 407.5K 26.40%
107 2009 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer 197.6K 90.0K 107.6K 12.3K 407.5K 26.40%
108 2009 Clint B. Malin Senior Vice President and Chief Investment Officer 166.4K 90.0K 95.0K 13.1K 364.5K 26.06%
109 2009 Clint B. Malin Senior Vice President and Chief Investment Officer 166.4K 90.0K 95.0K 13.1K 364.5K 26.06%
110 2009 T. Andrew Stokes Senior Vice President, Marketing and 166.4K 80.0K 70.0K 18.5K 335.0K 20.90%
111 2009 T. Andrew Stokes Vice President, Marketing and Strategic Planning 166.4K 80.0K 70.0K 18.5K 335.0K 20.90%
112 2009 Andre C. Dimitriadis Executive Chairman 240.0K 28.1K 268.1K 0.00%
113 2009 Andre C. Dimitriadis Executive Chairman 240.0K 28.1K 268.1K 0.00%
114 2008 Wendy L. Simpson Chief Executive Officer and President 408.0K 523.3K 6.1K 937.4K 55.83%
115 2008 Wendy L. Simpson Chief Executive Officer and President 408.0K 416.0K 6.1K 830.1K 50.12%
116 2008 Pamela Shelley-Kessler Senior Vice President, Chief Financial Officer and Corporate Secretary 193.8K 75.0K 106.0K 20.4K 5.0K 400.2K 31.58%
117 2008 Clint B. Malin Vice President and Chief Investment Officer 163.2K 75.0K 106.0K 20.4K 7.2K 371.8K 34.00%
118 2008 Pamela Shelley-Kessler Executive Vice President, Chief Financial Officer 193.8K 75.0K 96.0K 5.0K 369.8K 25.96%
119 2008 T. Andrew Stokes Vice President, Marketing and Strategic Planning 163.2K 70.0K 93.9K 21.8K 15.6K 364.4K 31.74%
120 2008 Clint B. Malin Senior Vice President and Chief Investment Officer 163.2K 75.0K 63.0K 7.2K 308.4K 20.43%
121 2008 T. Andrew Stokes Senior Vice President, Marketing and 163.2K 70.0K 56.0K 15.6K 304.8K 18.38%
122 2008 Andre C. Dimitriadis Executive Chairman 240.0K 18.2K 258.2K 0.00%
123 2008 Andre C. Dimitriadis Executive Chairman 240.0K 18.2K 258.2K 0.00%
124 2007 Andre C. Dimitriadis Executive Chairman 266.7K 1.11M 207.00 1.38M 80.66%
125 2007 Wendy L. Simpson Chief Executive Officer and President 391.7K 130.0K 470.8K 1.4K 500.00 994.4K 47.49%
126 2007 Pamela Shelley-Kessler Senior Vice President, Chief Financial Officer and Corporate Secretary 185.8K 90.0K 76.4K 11.9K 3.1K 367.2K 24.05%
127 2007 Clint B. Malin Vice President and Chief Investment Officer 160.0K 90.0K 72.7K 27.0K 8.0K 357.6K 27.86%
128 2007 T. Andrew Stokes Vice President, Marketing and Strategic Planning 90.4K 55.0K 54.8K 12.7K 2.8K 215.6K 31.30%
129 2006 Andre C. Dimitriadis Executive Chairman 400.0K 375.0K 482.1K 2.2K 1.26M 38.28%
130 2006 Wendy L. Simpson Chief Executive Officer and President 350.0K 375.0K 208.1K 5.8K 586.00 939.5K 22.77%
131 2006 Andre C. Dimitriadis Chairman and Chief Executive Officer 400.0K 375.0K 2.2K 777.2K 0.00%
132 2006 Wendy L. Simpson President, Chief Operating Officer Chief Financial Officer Treasurer 350.0K 250.0K 586.00 600.6K 0.00%
133 2006 Clint B. Malin Vice President and Chief Investment Officer 155.8K 125.0K 26.0K 25.8K 5.6K 338.2K 15.31%
134 2006 Pamela Shelley-Kessler Senior Vice President, Chief Financial Officer and Corporate Secretary 162.9K 115.0K 28.1K 2.2K 7.0K 315.2K 9.60%
135 2006 Clint B. Malin Vice PresidentChief Investment Officer 160.0K 75.0K 5.6K 240.6K 0.00%
136 2006 Pamela Shelley-Kessler Vice President, Controller Corporate Secretary 165.0K 65.0K 7.0K 237.0K 0.00%
137 2006 Peter G. Lyew Vice President Director of Taxes 133.0K 60.0K 5.9K 198.9K 0.00%
138 2006 T. Andrew Stokes Vice President, Marketing and Strategic Planning
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2025-04-15 DEFA14A
2025-04-15 DEF 14A
2025-04-04 PRE 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-06 8-K
2026-05-06 10-Q
2026-04-30 SC 13G
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-04-08 ARS
2026-03-26 SC 13G/A
2026-03-10 4
2026-03-10 4
2026-03-10 4

Executive team

NameTitleCompensationGender
Pamela J. Shelley-Kessler Co-CEO & Co-President 2M female
Clint Malin Co-CEO & Co-President 2M male
Wendy L. Simpson Executive Chairman of the Board 1M female
Caroline L. Chikhale Executive Vice President, Chief Financial Officer, Secretary, Chief Accounting Officer & Treasurer 1M female
J. Gibson Satterwhite Executive Vice President of Asset Management 860.6K male
John Gibson Satterwhite Executive Vice President of Asset Management 860.6K male
David Boitano Executive Vice President & Chief Investment Officer 787.0K male
Mandi Hogan Senior Vice President of Marketing female
Michael Bowden Senior Vice President of Investments male
H. Rachel Son Vice President & Controller female
Taylor Bettisworth Vice President & Corporate Controller female
Leanne Davis Human Resource Manager female
ESG Rating
B
REIT - HEALTHCARE FACILITIES
2014
E (Environmental)
64.5 / 68.8
Company / Sector avg.
S (Social)
70.4 / 72.3
Company / Sector avg.
G (Governance)
66.8 / 69.5
Company / Sector avg.
ESG Total
67.2 / 70.2
Company / Sector avg.
ESG Score History REIT - HEALTHCARE FACILITIES
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2018-06-13 2018-07-05 Zoe Lofgren CA19 Spouse Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits