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MSCI Inc. (MSCI)

USD620.23 +15.52 (+2.57%)
US NYSE S&P 500 Financial Services Financial - Data & Stock Exchanges
Address 7 World Trade Center 10007
New York City, NY, US
CEO Henry A. Fernandez
Website msci.com
IPO 2007-11-15
CIK 1408198 ISIN US55354G1004

Explore sections of this company profile

Description

MSCI Inc., alongside its subsidiaries, offers sophisticated tools and services to support global investment decision-making and process management for its clients. The company is structured into four key segments: Index, Analytics, ESG and Climate, and Private Assets. The Index division furnishes benchmarks employed across diverse investment applications, including the creation of indexed financial products such as ETFs, mutual funds, and various derivatives; performance evaluation; portfolio building and adjustment; and strategic asset allocation. This segment also oversees the licensing of GICS and GICS Direct. Its Analytics segment provides comprehensive solutions for risk management, performance attribution, and portfolio oversight, encompassing content, applications, and services. These offerings deliver an integrated perspective on risk and return, alongside detailed analysis of market, credit, liquidity, and counterparty risks across all asset classes. The segment also includes managed services like consolidating client portfolio data from disparate sources, reviewing and reconciling inputs, and producing tailored reports. Furthermore, its HedgePlatform is specifically designed for assessing, evaluating, and monitoring risks related to hedge fund investments. The ESG and Climate segment delivers offerings that enable institutional investors to understand the long-term impact of environmental, social, and governance factors on both their portfolios and individual securities. It also equips investors with essential data, ratings, research, and analytical tools for navigating evolving regulatory landscapes. The Private Assets segment specializes in providing real estate market and transaction data, benchmarks, return analytics, climate impact assessments, and valuable market insights for funds, investors, and managers. It also extends business intelligence to real estate owners, managers, developers, and brokers, while offering critical investment decision support for private capital. Its diverse clientele includes asset owners and managers, financial intermediaries, wealth management firms, real estate professionals, and corporations. Founded in 1998, MSCI Inc. is headquartered in New York City.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Date Filing
RiskMetrics 2010-04-02 View

Index membership

IndexAddedRemovedStatus
S&P 500 2018-04-03 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
USD620.23 +15.52 (+2.57%)
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Volume Profile
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Liquidity & share structure
Average Volume
675.8K
Beta
1.23
Float Shares
68.94M
Free Float %
94.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.78% +7.69% +6.76% +10.41% +12.00% +10.05% +11.91% +34.18% +36.67% +691.30% +2,428.55%
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 (27 ratings, all time) Buy
Price Targets & DCF
Current price
620.23
Low 638.00 +2.9%
Consensus 688.00 +10.9%
Median 695.00 +12.1%
High 730.00 +17.7%
DCF (Unlevered) 329.44 -46.9%
DCF (Levered) 349.87 -43.6%

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) 83% Bullish
Rating 2026-05 Change
Strong Buy 4 -1
Buy 11 +1
Hold 2 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
700.00
+12.9%
Last Quarter 2
715.00
+15.3%
Last Year 12
671.42
+8.3%
All Time 36
608.69
-1.9%
Quality scores
Altman Z-Score
6.37
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
7 / 10
Strong MOAT
Composite Rating
C+
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
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 - Data & Stock Exchanges: +11.9%
    +9.8% Q1'26: +14.1% (vs Q1'25)
  • EPS growth Financial - Data & Stock Exchanges: +19.9%
    +10.8% Q1'26: +49.1% (vs Q1'25)
  • FCF margin FCF growth · Financial - Data & Stock Exchanges: +25.6%
    +43.6% Q1'26: +32.7% (vs Q1'25)
  • EBIT margin Financial - Data & Stock Exchanges: +51.8%
    +54.4% Q1'26: +53.7% (vs Q1'25)
  • ROIC Financial - Data & Stock Exchanges: +13.5%
    +43.7% Q1'26: +53.9% (vs Q1'25)
  • Share dilution Financial - Data & Stock Exchanges: +0.6%
    -2.1% Q1'26: -5.7% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Financial - Data & Stock Exchanges: -0.36×
    3.27× Q1'26: 3.24× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.24) × ERP
WACC = 89% × Ke + 11% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 329.44 Current price: 620.23
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 2008
actual
Dec 2009
actual
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
11 Rev. Ana.
10 EPS Ana.
Dec 2027
11 Rev. Ana.
10 EPS Ana.
Dec 2028
10 Rev. Ana.
6 EPS Ana.
Dec 2029
5 Rev. Ana.
4 EPS Ana.
Dec 2030
5 Rev. Ana.
2 EPS Ana.
Revenue
430.96M
est: 422.95M (+1.9%)
442.95M
est: 406.84M (+8.9%)
662.90M
est: 663.68M (-0.1%)
900.94M
est: 832.53M (+8.2%)
950.14M
est: 980.10M (-3.1%)
1.04B
est: 1.02B (+1.2%)
996.68M
est: 989.38M (+0.7%)
1.08B
est: 1.07B (+0.0%)
1.15B
est: 1.15B (+0.2%)
1.27B
est: 1.27B (+0.3%)
1.43B
est: 1.43B (+0.1%)
1.56B
est: 1.55B (+0.3%)
1.70B
est: 1.70B (-0.1%)
2.04B
est: 2.03B (+0.5%)
2.25B
est: 2.24B (+0.3%)
2.53B
est: 2.70B (-6.5%)
2.86B
est: 2.86B (-0.1%)
3.13B
est: 3.14B (0.0%)
3.48B
3.44B – 3.55B
+11.1% YoY
3.79B
3.73B – 3.85B
+8.7% YoY
4.11B
4.10B – 4.11B
+8.5% YoY
4.39B
4.30B – 4.47B
+6.8% YoY
4.71B
4.62B – 4.80B
+7.4% YoY
EBITDA
170.05M
est: 140.07M (+21.4%)
188.92M
est: 171.38M (+10.2%)
263.84M
est: 260.25M (+1.4%)
402.40M
est: 371.05M (+8.4%)
430.27M
est: 440.44M (-2.3%)
420.84M
est: 443.30M (-5.1%)
411.75M
est: 492.55M (-16.4%)
489.74M
est: 453.15M (+8.1%)
568.94M
est: 528.67M (+7.6%)
661.14M
est: 616.80M (+7.2%)
848.55M
est: 826.44M (+2.7%)
853.26M
est: 788.85M (+8.2%)
953.34M
est: 855.87M (+11.4%)
1.15B
est: 1.09B (+5.5%)
1.36B
est: 1.26B (+8.0%)
1.71B
est: 1.80B (-4.8%)
1.75B
est: 1.91B (-8.3%)
1.93B
est: 2.09B (-7.5%)
2.32B
2.29B – 2.37B
+11.1% YoY
2.52B
2.48B – 2.56B
+8.7% YoY
2.74B
2.73B – 2.74B
+8.5% YoY
2.92B
2.87B – 2.98B
+6.8% YoY
3.14B
3.08B – 3.20B
+7.4% YoY
EBIT
136.58M
est: 133.18M (+2.5%)
151.40M
est: 136.98M (+10.5%)
204.83M
est: 202.08M (+1.4%)
319.23M
est: 295.23M (+8.1%)
317.20M
est: 357.13M (-11.2%)
339.08M
est: 363.88M (-6.8%)
340.16M
est: 332.96M (+2.2%)
403.90M
est: 379.02M (+6.6%)
488.10M
est: 453.56M (+7.6%)
579.77M
est: 538.78M (+7.6%)
763.01M
est: 668.04M (+14.2%)
751.36M
est: 718.23M (+4.6%)
842.55M
est: 795.77M (+5.9%)
1.02B
est: 1.02B (+0.2%)
1.22B
est: 1.16B (+5.1%)
1.56B
est: 1.60B (-2.5%)
1.54B
est: 1.69B (-8.7%)
1.70B
est: 1.85B (-7.9%)
2.06B
2.03B – 2.10B
+11.1% YoY
2.23B
2.20B – 2.27B
+8.7% YoY
2.42B
2.42B – 2.42B
+8.5% YoY
2.59B
2.54B – 2.64B
+6.8% YoY
2.78B
2.73B – 2.83B
+7.4% YoY
Net Income
68.27M
est: 66.78M (+2.2%)
81.80M
est: 74.33M (+10.1%)
92.17M
est: 89.03M (+3.5%)
173.45M
est: 159.26M (+8.9%)
184.24M
est: 190.19M (-3.1%)
222.56M
est: 216.70M (+2.7%)
284.11M
est: 278.72M (+1.9%)
223.65M
est: 209.44M (+6.8%)
260.86M
est: 242.38M (+7.6%)
303.97M
est: 284.56M (+6.8%)
507.89M
est: 494.56M (+2.7%)
563.65M
est: 532.03M (+5.9%)
601.82M
est: 536.16M (+12.2%)
725.98M
est: 687.03M (+5.7%)
870.57M
est: 803.92M (+8.3%)
1.15B
est: 1.19B (-3.1%)
1.11B
est: 1.16B (-4.3%)
1.20B
est: 1.33B (-9.7%)
1.51B
1.49B – 1.54B
+13.5% YoY
1.74B
1.70B – 1.77B
+14.8% YoY
1.97B
1.90B – 2.05B
+13.6% YoY
2.19B
2.14B – 2.24B
+11.1% YoY
2.45B
2.39B – 2.51B
+11.7% YoY
SGA
142.00M
est: 138.42M (+2.6%)
135.78M
est: 122.84M (+10.5%)
190.24M
est: 189.24M (+0.5%)
212.97M
est: 195.23M (+9.1%)
233.18M
est: 240.13M (-2.9%)
206.15M
est: 251.95M (-18.2%)
240.21M
est: 276.17M (-13.0%)
248.30M
est: 256.14M (-3.1%)
253.90M
est: 235.90M (+7.6%)
265.20M
est: 246.70M (+7.5%)
292.81M
est: 284.91M (+2.8%)
329.39M
est: 312.29M (+5.5%)
331.12M
est: 297.80M (+11.2%)
391.08M
est: 371.00M (+5.4%)
411.44M
est: 423.94M (-2.9%)
430.17M
est: 470.29M (-8.5%)
473.56M
est: 497.42M (-4.8%)
500.05M
est: 545.47M (-8.3%)
605.76M
598.80M – 617.95M
+11.1% YoY
658.46M
648.03M – 668.88M
+8.7% YoY
714.26M
714.02M – 714.51M
+8.5% YoY
762.96M
748.64M – 777.25M
+6.8% YoY
819.05M
803.68M – 834.39M
+7.4% YoY
EPS
0.68
est: 0.98 (-30.6%)
0.81
est: 0.94 (-13.8%)
0.82
est: 1.30 (-36.9%)
1.44
est: 1.56 (-7.7%)
1.51
est: 2.07 (-27.1%)
1.85
est: 2.08 (-11.1%)
2.45
est: 1.96 (+25.0%)
2.05
est: 2.25 (-9.0%)
2.72
est: 2.97 (-8.5%)
3.36
est: 3.81 (-11.7%)
5.83
est: 5.25 (+11.0%)
6.66
est: 6.38 (+4.4%)
7.19
est: 7.81 (-7.9%)
8.80
est: 9.93 (-11.4%)
10.78
est: 11.38 (-5.3%)
14.45
est: 14.99 (-3.6%)
14.09
est: 15.00 (-6.1%)
15.58
est: 17.23 (-9.6%)
19.66
19.27 – 19.87
+14.1% YoY
22.51
22.00 – 22.92
+14.5% YoY
25.53
24.56 – 26.49
+13.4% YoY
28.35
27.66 – 29.04
+11.1% YoY
31.67
30.90 – 32.44
+11.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-27 Wells Fargo Equal Weight Overweight Upgrade
2026-04-22 RBC Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-27 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-26 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-22 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-21 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-20 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-19 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-18 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-15 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-14 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-13 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-12 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-11 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-08 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-07 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-06 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-05 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-04 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-05-01 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-29 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-28 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-27 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-24 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-23 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-22 C+ 2/5 3/5 1/5 5/5 1/5 1/5 1/5
2026-04-21 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-04-20 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-04-17 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-04-16 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5
2026-04-15 C+ 2/5 4/5 1/5 5/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.57B
OE per share TTM
20.43
Owner's Yield
3.38%
Maintenance CapEx ratio
4.77%
Maint CapEx / Avg PPE
9.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
1,074
Total invested
35.01B
Insider transactions (90d)
13
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Morgan Stanley 13.57M 11.50% 13.15M 13.00 HC, CO organization is Delaware 2014-02-11
2 Morgan Stanley Investment Management Inc. 13.57M 11.50% 13.15M 13.00 IA, CO organization is Delaware 2014-02-11
3 Oaktree Capital Management, L.P. 13.54M 7.40% 4.30M 116.3K 4.30M 116.3K PN Delaware 2014-01-31
4 FMR LLC 10.12M 10.29% 551.4K 10.12M HC Delaware 2016-04-11
5 The Vanguard Group - 23-1945930 8.55M 10.37% 136.1K 8.21M 336.4K IA Pennsylvania For 2022-02-10
6 Wellington Management Company LLP 7.12M 6.94% 6.19M IA Delaware 2016-02-11
7 (1) BlackRock, Inc. 6.73M 8.20% 6.02M 6.73M HC Delaware 2022-02-03
8 BARRY DILLER 6.48M 7.70% 5.92M 142.2K 8.32M IN United Kingdom 2014-02-14
9 Baron Capital Group, Inc.134038723 5.32M 4.36% 4.90M 5.32M HC, CO New York 2013-02-14
10 Ronald Baron134038723 5.32M 4.36% 4.90M 5.32M HC, IN New York 2013-02-14
11 BAMCO INC /NY/134038723 4.78M 3.92% 4.36M 4.78M IA, CO New York 2013-02-14
12 52-0556948 3.76M 4.10% 1.15M IA Maryland 2018-02-14
13 Wellington Group Holdings LLP 3.29M 3.50% 2.53M HC Massachusetts 2017-02-09
14 Wellington Investment Advisors Holdings LLP 3.29M 3.50% 2.53M HC Massachusetts 2017-02-09
15 Wellington Management Group LLP 3.29M 3.50% 2.53M HC Massachusetts 2017-02-09
16 Generation Investment Management LLP 3.25M 3.20% 2.20M 95.5K 3.25M IA London, United Kingdom 2016-02-16
17 Baron Capital Management, Inc.134038723 538.5K 0.44% 538.5K 538.5K IA, CO New York 2013-02-14
18 Eric M. Mindich 0.00% IN United States 2013-02-14
19 Eton Park Capital Management, L.P. 0.00% IA Delaware 2013-02-14
20 Eton Park Fund, L.P. 0.00% PN Delaware 2013-02-14
21 Eton Park Master Fund, Ltd. 0.00% CO Cayman Islands 2013-02-14
22 Independent Franchise Partners, LLP 0.00% IA United Kingdom 2017-01-30

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
1,074
-25 vs prev Q
New positions
130
Closed positions
156
Increased
487
Reduced
424
Put/Call ratio
2.08
Calls held
104.5K
Puts held
217.0K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 175.8K +175.8K (+100.0%) 100.85B +100.8B (+100.0%) 0.23% +0.228 pp 0.15% +0.152 pp USD573.73 +0.0% 1 qtrs NEW
2 VANGUARD GROUP INC 9.37M -308.4K (-3.2%) 5.37B -115.8M (-2.1%) 12.14% -0.361 pp 0.08% -0.004 pp USD135.52 +323.4% 73 qtrs
3 BLACKROCK, INC. 5.90M +29.9K (+0.5%) 3.39B +54.3M (+1.6%) 7.65% +0.062 pp 0.06% -0.001 pp USD582.76 -1.5% 6 qtrs
4 STATE STREET CORP 3.19M -134.0K (-4.0%) 1.83B -55.9M (-3.0%) 4.13% -0.160 pp 0.06% -0.004 pp USD138.37 +314.6% 51 qtrs
5 BAMCO INC /NY/ 2.76M +361.6K (+15.1%) 1.58B +222.6M (+16.4%) 3.57% +0.478 pp 4.28% +0.681 pp USD205.99 +178.5% 73 qtrs
6 MORGAN STANLEY 2.47M +52.2K (+2.2%) 1.42B +45.2M (+3.3%) 3.20% +0.078 pp 0.08% +0.002 pp USD532.88 +7.7% 51 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 1.99M -31.8K (-1.6%) 1.14B -5.0M (-0.4%) 2.58% -0.033 pp 0.07% -0.003 pp USD263.78 +117.5% 73 qtrs
8 PRINCIPAL FINANCIAL GROUP INC 1.72M -60.4K (-3.4%) 985.34M -23.4M (-2.3%) 2.23% -0.071 pp 0.50% -0.006 pp USD397.97 +44.2% 67 qtrs
9 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 1.45M +168.4K (+13.2%) 829.78M +104.7M (+14.4%) 1.87% +0.223 pp 0.52% +0.081 pp USD573.36 +0.1% 10 qtrs
10 EDGEWOOD MANAGEMENT LLC 1.41M -506.2K (-26.5%) 807.27M -278.3M (-25.6%) 1.82% -0.648 pp 3.84% -0.003 pp USD528.77 +8.5% 10 qtrs
11 POLEN CAPITAL MANAGEMENT LLC 1.33M -252.9K (-16.0%) 763.68M -135.1M (-15.0%) 1.73% -0.321 pp 3.26% +0.343 pp USD508.26 +12.9% 10 qtrs
12 STONEPINE ASSET MANAGEMENT INC. 1.00M +39.1K (+4.1%) 574.27M +28.5M (+5.2%) 1.30% +0.055 pp 3.57% +0.174 pp USD546.67 +4.9% 13 qtrs
13 FIERA CAPITAL CORP 962.6K -30.8K (-3.1%) 552.29M -11.4M (-2.0%) 1.25% -0.036 pp 1.75% -0.071 pp USD119.09 +381.8% 57 qtrs
14 NORGES BANK 921.3K +921.3K (+100.0%) 528.56M +528.6M (+100.0%) 1.19% +1.194 pp 0.06% +0.057 pp USD573.73 +0.0% 1 qtrs NEW
15 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 862.1K -12.8K (-1.5%) 487.32M -9.1M (-1.8%) 1.12% -0.013 pp 0.33% -0.027 pp USD554.55 +3.5% 40 qtrs
16 BAILLIE GIFFORD & CO 846.8K +155.3K (+22.5%) 485.86M +93.5M (+23.8%) 1.10% +0.204 pp 0.40% +0.113 pp USD572.54 +0.2% 3 qtrs
17 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 737.1K +89.4K (+13.8%) 422.88M +55.4M (+15.1%) 0.96% +0.119 pp 0.25% +0.016 pp USD561.36 +2.2% 36 qtrs
18 LONGVIEW PARTNERS (GUERNSEY) LTD 723.8K +13.3K (+1.9%) 415.27M +12.1M (+3.0%) 0.94% +0.020 pp 4.34% +0.123 pp USD567.82 +1.0% 3 qtrs
19 NORTHERN TRUST CORP 696.9K -56.0K (-7.4%) 399.84M -27.3M (-6.4%) 0.90% -0.070 pp 0.05% -0.004 pp USD171.39 +234.8% 51 qtrs
20 JPMORGAN CHASE & CO 667.5K -401.7K (-37.6%) 382.97M -223.7M (-36.9%) 0.87% -0.516 pp 0.02% -0.012 pp USD472.39 +21.5% 51 qtrs
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 560.2K +14.1K (+2.6%) 321.39M +11.6M (+3.7%) 0.73% +0.021 pp 0.05% +0.001 pp USD262.21 +118.8% 67 qtrs
22 LEGAL & GENERAL GROUP PLC 531.8K -100.2K (-15.9%) 305.10M -53.5M (-14.9%) 0.69% -0.127 pp 0.07% -0.013 pp USD321.63 +78.4% 60 qtrs
23 BANQUE PICTET & CIE SA 523.0K +265.8K (+103.3%) 300.08M +154.1M (+105.6%) 0.68% +0.346 pp 1.76% +0.911 pp USD570.62 +0.5% 2 qtrs
24 GOLDMAN SACHS GROUP INC 507.0K -55.4K (-9.9%) 290.87M -28.3M (-8.9%) 0.66% -0.070 pp 0.04% -0.003 pp USD489.00 +17.3% 73 qtrs
25 INVESCO LTD. 505.4K +9.1K (+1.8%) 289.95M +8.3M (+3.0%) 0.66% +0.014 pp 0.04% +0.000 pp USD432.24 +32.7% 57 qtrs
26 CITADEL ADVISORS LLC 496.9K +467.8K (+1,606.1%) 285.07M +268.5M (+1,625.1%) 0.64% +0.606 pp 0.04% +0.040 pp USD571.89 +0.3% 23 qtrs
27 NORDEA INVESTMENT MANAGEMENT AB 485.3K -134.1K (-21.7%) 281.11M -70.1M (-20.0%) 0.63% -0.171 pp 0.24% -0.066 pp USD484.64 +18.4% 40 qtrs
28 MILLENNIUM MANAGEMENT LLC 486.0K +152.0K (+45.5%) 278.81M +89.3M (+47.1%) 0.63% +0.198 pp 0.12% +0.036 pp USD567.63 +1.1% 37 qtrs
29 FMR LLC 485.3K +72.0K (+17.4%) 278.41M +43.9M (+18.7%) 0.63% +0.095 pp 0.01% +0.002 pp USD240.25 +138.8% 70 qtrs
30 MERITAGE GROUP LP 466.6K +51.3K (+12.4%) 267.71M +32.1M (+13.6%) 0.60% +0.068 pp 8.33% +1.598 pp USD574.33 -0.1% 3 qtrs
31 DEUTSCHE BANK AG\ 451.9K +5.4K (+1.2%) 259.28M +5.9M (+2.3%) 0.59% +0.009 pp 0.08% -0.001 pp USD431.70 +32.9% 50 qtrs
32 BANK OF NEW YORK MELLON CORP 427.5K -48.3K (-10.1%) 245.27M -24.7M (-9.1%) 0.55% -0.061 pp 0.04% -0.009 pp USD188.08 +205.0% 66 qtrs
33 BANK OF AMERICA CORP /DE/ 411.8K -110.0K (-21.1%) 236.27M -59.8M (-20.2%) 0.53% -0.141 pp 0.02% -0.003 pp USD371.15 +54.6% 52 qtrs
34 AMERICAN CENTURY COMPANIES INC 410.0K -336.7K (-45.1%) 235.21M -188.4M (-44.5%) 0.53% -0.433 pp 0.12% -0.097 pp USD306.99 +86.9% 43 qtrs
35 AQR CAPITAL MANAGEMENT LLC 404.6K -117.0K (-22.4%) 232.11M -63.8M (-21.6%) 0.52% -0.150 pp 0.12% -0.068 pp USD561.31 +2.2% 67 qtrs
36 BESSEMER GROUP INC 388.9K -198.1K (-33.8%) 223.10M -110.0M (-33.0%) 0.50% -0.254 pp 0.34% -0.167 pp USD598.85 -4.2% 37 qtrs
37 ROYAL BANK OF CANADA 378.9K -62.4K (-14.1%) 217.38M -33.0M (-13.2%) 0.49% -0.079 pp 0.04% -0.006 pp USD504.53 +13.7% 51 qtrs
38 UBS ASSET MANAGEMENT AMERICAS INC 374.9K +2.1K (+0.6%) 215.10M +3.6M (+1.7%) 0.49% +0.004 pp 0.05% -0.001 pp USD434.06 +32.2% 68 qtrs
39 TWO SIGMA INVESTMENTS, LP 372.6K +188.6K (+102.5%) 213.78M +109.4M (+104.7%) 0.48% +0.245 pp 0.30% +0.146 pp USD550.22 +4.3% 22 qtrs
40 PRICE T ROWE ASSOCIATES INC /MD/ 360.0K +136.9K (+61.4%) 206.56M +80.0M (+63.2%) 0.47% +0.178 pp 0.02% +0.009 pp USD462.29 +24.1% 73 qtrs
41 WELLINGTON MANAGEMENT GROUP LLP 349.0K +48.8K (+16.3%) 200.25M +29.9M (+17.6%) 0.45% +0.065 pp 0.04% +0.005 pp USD516.25 +11.1% 49 qtrs
42 TWO SIGMA ADVISERS, LP 341.0K +93.5K (+37.8%) 195.66M +55.2M (+39.3%) 0.44% +0.122 pp 0.38% +0.099 pp USD530.71 +8.1% 51 qtrs
43 TEMASEK HOLDINGS (PRIVATE) LTD 340.4K +— (+0.0%) 195.29M +2.2M (+1.1%) 0.44% +0.001 pp 0.62% -0.048 pp USD507.62 +13.0% 16 qtrs
44 CLEARBRIDGE INVESTMENTS, LLC 331.0K -73.5K (-18.2%) 189.91M -39.6M (-17.3%) 0.43% -0.094 pp 0.15% -0.021 pp USD577.32 -0.6% 12 qtrs
45 NEUBERGER BERMAN GROUP LLC 322.0K -10.6K (-3.2%) 184.73M -4.0M (-2.1%) 0.42% -0.013 pp 0.14% 0.000 pp USD207.32 +176.7% 51 qtrs
46 MAGELLAN ASSET MANAGEMENT LTD 317.6K -24.2K (-7.1%) 182.21M -11.7M (-6.0%) 0.41% -0.030 pp 2.21% -0.082 pp USD575.74 -0.3% 3 qtrs
47 FRANKLIN RESOURCES INC 311.7K -59.0K (-15.9%) 178.81M -31.5M (-15.0%) 0.40% -0.075 pp 0.04% -0.009 pp USD337.01 +70.2% 49 qtrs
48 AMUNDI 285.2K -168.2K (-37.1%) 163.64M -92.5M (-36.1%) 0.37% -0.216 pp 0.04% -0.038 pp USD544.04 +5.5% 19 qtrs
49 DIMENSIONAL FUND ADVISORS LP 275.4K +5.6K (+2.1%) 158.05M +4.9M (+3.2%) 0.36% +0.008 pp 0.03% +0.000 pp USD169.94 +237.6% 51 qtrs
50 UBS GROUP AG 259.0K -100.6K (-28.0%) 148.61M -55.5M (-27.2%) 0.34% -0.129 pp 0.02% -0.008 pp USD532.13 +7.8% 45 qtrs
51 KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 258.6K -22.4K (-8.0%) 148.39M -11.1M (-6.9%) 0.34% -0.028 pp 0.40% +0.010 pp USD578.95 -0.9% 51 qtrs
52 GOBI CAPITAL LLC 256.6K +— (+0.0%) 147.23M +1.6M (+1.1%) 0.33% +0.001 pp 7.14% +0.066 pp USD567.83 +1.0% 4 qtrs
53 HSBC HOLDINGS PLC 254.7K -48.8K (-16.1%) 146.50M -25.8M (-15.0%) 0.33% -0.062 pp 0.07% -0.020 pp USD533.63 +7.5% 49 qtrs
54 RUSSELL INVESTMENTS GROUP, LTD. 251.8K -127.3K (-33.6%) 144.48M -70.7M (-32.8%) 0.33% -0.163 pp 0.16% -0.087 pp USD439.46 +30.6% 37 qtrs
55 WELLS FARGO & COMPANY/MN 249.8K +8.8K (+3.6%) 143.34M +6.6M (+4.8%) 0.32% +0.012 pp 0.03% +0.000 pp USD432.45 +32.7% 57 qtrs
56 CHAMPLAIN INVESTMENT PARTNERS, LLC 248.9K -26.3K (-9.6%) 142.82M -13.4M (-8.6%) 0.32% -0.033 pp 1.45% +0.268 pp USD577.50 -0.7% 6 qtrs
57 BARCLAYS PLC 232.0K -234.4K (-50.2%) 133.13M -138.8M (-51.0%) 0.30% -0.302 pp 0.03% -0.038 pp USD505.09 +13.6% 51 qtrs
58 GENERATION INVESTMENT MANAGEMENT LLP 227.2K +227.2K (+100.0%) 130.38M +130.4M (+100.0%) 0.29% +0.295 pp 0.90% +0.904 pp USD573.73 +0.0% 1 qtrs NEW
59 FLOSSBACH VON STORCH AG 223.5K -3.3K (-1.5%) 128.21M -464.1K (-0.4%) 0.29% -0.003 pp 0.51% +0.001 pp USD493.68 +16.2% 16 qtrs
60 WESTFIELD CAPITAL MANAGEMENT CO LP 207.8K +32.4K (+18.5%) 119.22M +19.7M (+19.8%) 0.27% +0.043 pp 0.50% +0.079 pp USD433.66 +32.3% 41 qtrs
61 ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. 206.1K +27.6K (+15.5%) 118.24M +17.0M (+16.8%) 0.27% +0.037 pp 0.17% +0.022 pp USD530.71 +8.1% 40 qtrs
62 CANOE FINANCIAL LP 200.0K -9.8K (-4.7%) 114.76M -4.3M (-3.6%) 0.26% -0.012 pp 1.56% -0.141 pp USD590.47 -2.8% 8 qtrs
63 BOWIE CAPITAL MANAGEMENT, LLC 198.7K -6.4K (-3.1%) 113.97M -2.4M (-2.0%) 0.26% -0.008 pp 4.56% -0.499 pp USD388.84 +47.5% 37 qtrs
64 ASSENAGON ASSET MANAGEMENT S.A. 196.0K +146.6K (+297.2%) 112.44M +84.4M (+301.6%) 0.25% +0.190 pp 0.15% +0.117 pp USD572.50 +0.2% 22 qtrs
65 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 194.9K -3.9K (-2.0%) 111.83M -1.0M (-0.9%) 0.25% -0.004 pp 0.06% -0.004 pp USD355.12 +61.6% 58 qtrs
66 NUVEEN, LLC 194.6K -20.6K (-9.6%) 111.64M -10.5M (-8.6%) 0.25% -0.026 pp 0.03% -0.003 pp USD566.01 +1.4% 4 qtrs
67 GCQ FUNDS MANAGEMENT PTY LTD 193.0K +23.8K (+14.1%) 110.74M +14.7M (+15.4%) 0.25% +0.032 pp 15.25% +0.668 pp USD580.59 -1.2% 5 qtrs
68 JANE STREET GROUP, LLC 186.9K +167.0K (+838.0%) 107.24M +95.9M (+848.5%) 0.24% +0.217 pp 0.02% +0.015 pp USD566.85 +1.2% 43 qtrs
69 EULAV ASSET MANAGEMENT 186.0K -15.0K (-7.5%) 106.70M -7.3M (-6.4%) 0.24% -0.019 pp 2.85% +0.196 pp USD541.92 +5.9% 13 qtrs
70 SEI INVESTMENTS CO 173.7K +2.3K (+1.3%) 99.68M +2.4M (+2.5%) 0.23% +0.004 pp 0.10% -0.006 pp USD453.03 +26.6% 45 qtrs
71 SUMITOMO MITSUI TRUST HOLDINGS, INC. 171.5K -6.5K (-3.6%) 98.37M -2.6M (-2.6%) 0.22% -0.008 pp 0.06% 0.000 pp USD197.80 +190.1% 40 qtrs
72 FUNDSMITH LLP 166.6K +— (+0.0%) 95.59M +1.1M (+1.1%) 0.22% +0.001 pp 0.56% +0.081 pp USD178.07 +222.2% 29 qtrs
73 FINDLAY PARK PARTNERS LLP 163.1K -32.7K (-16.7%) 93.58M -17.5M (-15.8%) 0.21% -0.042 pp 1.19% +0.027 pp USD555.48 +3.3% 8 qtrs
74 TD ASSET MANAGEMENT INC 155.5K +12.2K (+8.5%) 89.23M +7.9M (+9.7%) 0.20% +0.016 pp 0.07% +0.006 pp USD530.37 +8.2% 51 qtrs
75 PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 152.6K -24.0 (0.0%) 87.54M +951.0K (+1.1%) 0.20% +0.001 pp 0.32% +0.004 pp USD216.51 +165.0% 72 qtrs
76 ENVESTNET ASSET MANAGEMENT INC 148.1K -39.4K (-21.0%) 84.97M -21.4M (-20.1%) 0.19% -0.050 pp 0.03% -0.005 pp USD431.08 +33.1% 44 qtrs
77 RHUMBLINE ADVISERS 144.3K -5.8K (-3.8%) 82.81M -2.4M (-2.8%) 0.19% -0.007 pp 0.07% -0.001 pp USD170.97 +235.6% 51 qtrs
78 MARKEL GROUP INC. 142.9K +— (+0.0%) 81.96M +902.8K (+1.1%) 0.19% +0.001 pp 0.65% -0.005 pp USD67.54 +749.5% 49 qtrs
79 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 133.3K +133.3K (+100.0%) 76.49M +76.5M (+100.0%) 0.17% +0.173 pp 0.09% +0.088 pp USD573.73 +0.0% 40 qtrs
80 VINVA INVESTMENT MANAGEMENT LTD 125.4K +44.7K (+55.4%) 73.12M +27.1M (+59.0%) 0.16% +0.058 pp 0.91% +0.013 pp USD569.54 +0.7% 12 qtrs
81 SWEDBANK AB 121.5K -16.2K (-11.7%) 69.70M -8.4M (-10.8%) 0.16% -0.020 pp 0.07% -0.012 pp USD445.92 +28.7% 20 qtrs
82 SUSQUEHANNA INTERNATIONAL GROUP, LLP 121.1K -48.0K (-28.4%) 69.48M -26.5M (-27.6%) 0.16% -0.062 pp 0.01% -0.003 pp USD564.80 +1.6% 42 qtrs
83 BRISTOL GATE CAPITAL PARTNERS INC. 120.9K -2.4K (-1.9%) 69.37M -599.3K (-0.9%) 0.16% -0.003 pp 4.00% -0.130 pp USD498.24 +15.2% 16 qtrs
84 NATIONAL PENSION SERVICE 119.2K +8.4K (+7.6%) 68.39M +5.5M (+8.8%) 0.15% +0.011 pp 0.05% +0.002 pp USD334.85 +71.3% 33 qtrs
85 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 119.0K -1.9K (-1.6%) 68.25M -339.9K (-0.5%) 0.15% -0.002 pp 0.07% -0.002 pp USD100.76 +469.4% 52 qtrs
86 DF DENT & CO INC 118.7K -3.6K (-3.0%) 68.10M -1.3M (-1.9%) 0.15% -0.004 pp 0.98% +0.084 pp USD539.64 +6.3% 11 qtrs
87 QUANTINNO CAPITAL MANAGEMENT LP 118.7K +6.6K (+5.9%) 68.07M +4.5M (+7.1%) 0.15% +0.009 pp 0.14% -0.037 pp USD555.72 +3.2% 12 qtrs
88 GFI INVESTMENT COUNSEL LTD. 118.2K -1.1K (-0.9%) 67.83M +133.3K (+0.2%) 0.15% -0.001 pp 7.23% +0.186 pp USD125.48 +357.2% 37 qtrs
89 BAIRD FINANCIAL GROUP, INC. 115.9K -12.9K (-10.0%) 66.51M -6.6M (-9.0%) 0.15% -0.016 pp 0.10% -0.014 pp USD475.44 +20.7% 29 qtrs
90 FISHER FUNDS MANAGEMENT LTD 113.7K +35.1K (+44.6%) 65.65M +21.0M (+47.1%) 0.15% +0.046 pp 1.69% +0.516 pp USD591.90 -3.1% 5 qtrs
91 YCG, LLC 110.3K +572.0 (+0.5%) 63.27M +1.0M (+1.6%) 0.14% +0.001 pp 4.77% +0.099 pp USD167.85 +241.8% 51 qtrs
92 RAYMOND JAMES FINANCIAL INC 109.3K -5.7K (-5.0%) 62.71M -2.6M (-3.9%) 0.14% -0.007 pp 0.02% -0.002 pp USD600.01 -4.4% 5 qtrs
93 CANADA PENSION PLAN INVESTMENT BOARD 105.7K -53.4K (-33.6%) 60.62M -29.6M (-32.8%) 0.14% -0.069 pp 0.04% -0.023 pp USD536.56 +6.9% 43 qtrs
94 AVIVA PLC 104.5K +2.6K (+2.6%) 59.95M +2.2M (+3.7%) 0.14% +0.004 pp 0.10% -0.004 pp USD490.02 +17.1% 32 qtrs
95 ALLIANCEBERNSTEIN L.P. 101.5K -156.2K (-60.6%) 58.26M -88.0M (-60.2%) 0.13% -0.201 pp 0.02% -0.028 pp USD430.19 +33.4% 61 qtrs
96 BNP PARIBAS ARBITRAGE, SNC 100.7K -31.2K (-23.7%) 57.78M -17.1M (-22.8%) 0.13% -0.040 pp 0.03% -0.014 pp USD523.00 +9.7% 51 qtrs
97 FIL LTD 100.2K +3.9K (+4.1%) 57.50M +2.9M (+5.2%) 0.13% +0.006 pp 0.04% +0.000 pp USD551.61 +4.0% 7 qtrs
98 BANK OF MONTREAL /CAN/ 99.7K -47.2K (-32.1%) 57.22M -26.2M (-31.4%) 0.13% -0.061 pp 0.02% -0.012 pp USD477.46 +20.2% 51 qtrs
99 VICTORY CAPITAL MANAGEMENT INC 98.8K +6.4K (+6.9%) 56.70M +4.3M (+8.1%) 0.13% +0.009 pp 0.03% +0.001 pp USD466.41 +23.0% 43 qtrs
100 UNITED SUPER PTY LTD IN ITS CAPACITY AS TRUSTEE FOR THE CONSTRUCTION & BUILDING UNIONS SUPERANNUATION FUND 98.1K +3.3K (+3.5%) 56.30M +2.5M (+4.6%) 0.13% +0.005 pp 0.78% -1.179 pp USD561.49 +2.2% 8 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.33
Bearish
Ratio by volume
0.88
Neutral
Buys
1
Sells
3
Shares acquired
75.7K
Shares disposed
85.7K
Cash buys
Cash sales
2.00
Net activity
-10,000
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
2026-05-15 Fernandez Henry A Director / Officer P-Purchase A Common Stock 80 565.17 45.2K 1,731,961 D
2026-05-01 Yang June Director A-Award A Common Stock 388 0.00 902 D
2026-05-01 Volent Paula Director A-Award A Common Stock 388 0.00 4,245 D
2026-05-01 Taneja Rajat Director A-Award A Common Stock 388 0.00 3,399 D
2026-05-01 Smith Marcus L. Director A-Award A Common Stock 388 0.00 5,444 D
2026-05-01 Seitz Michelle Director A-Award A Common Stock 388 0.00 1,059 D
2026-05-01 Rattray Sandy C. Director F-InKind D Common Stock 32 0.00 2,417 D
2026-05-01 RIEFLER LINDA H Director A-Award A Common Stock 388 0.00 20,983 D
2026-05-01 Perold Jacques P Director A-Award A Common Stock 388 0.00 6,272 D
2026-05-01 Matlock Robin Director A-Award A Common Stock 388 0.00 2,025 D
2026-05-01 Ashe Robert G. Director A-Award A Common Stock 490 0.00 966 D
2026-04-28 Fernandez Henry A Director / Officer G-Gift A Common Stock 75,707 0.00 410,776 I
2026-04-24 Munari Alvise J. Officer S-Sale D Common Stock 9,960 592.03 5.90M 23,588 D
2026-03-17 Wiechmann Andrew C. Officer S-Sale D Common Stock 450 560.00 252.0K 22,544 D
2026-02-27 Yang June Director A-Award A Common Stock 1 0.00 514 D
2026-02-27 RIEFLER LINDA H Director A-Award A Common Stock 6 0.00 20,595 D
2026-02-27 Matlock Robin Director A-Award A Common Stock 5 0.00 1,637 D
2026-02-18 Ashe Robert G. Director P-Purchase A Common Stock 3,681 543.21 2.00M 22,290 I
2026-02-17 Fernandez Henry A Director / Officer P-Purchase A Common Stock 200 520.00 104.0K 1,493,847 D
2026-02-13 Fernandez Henry A Director / Officer P-Purchase A Common Stock 6,000 524.18 3.15M 1,493,047 D
2026-02-02 Wiechmann Andrew C. Officer F-InKind D Common Stock 470 624.75 293.6K 22,994 D
2026-02-02 Munari Alvise J. Officer F-InKind D Common Stock 438 624.75 273.6K 33,548 D
2026-02-02 Gutowski Robert J. Officer F-InKind D Common Stock 276 624.75 172.4K 16,485 D
2026-02-02 Crum Scott A Officer F-InKind D Common Stock 548 624.75 342.4K 16,904 D
2026-01-30 Wiechmann Andrew C. Officer A-Award A Common Stock 1,825 0.00 23,464 D
2026-01-30 Read Craig Jack Officer A-Award A Common Stock 790 0.00 2,177 D
2026-01-30 Munari Alvise J. Officer A-Award A Common Stock 3,158 0.00 33,986 D
2026-01-30 Gutowski Robert J. Officer A-Award A Common Stock 1,086 0.00 16,761 D
2026-01-30 Crum Scott A Officer A-Award A Common Stock 1,554 0.00 17,452 D
2026-01-26 Wiechmann Andrew C. Officer A-Award A Option to purchase common stock 5,639 554.52 3.13M 5,639 D
2026-01-26 Pettit CD Baer Director / Officer A-Award A Option to purchase common stock 23,781 554.52 13.19M 23,781 D
2026-01-26 Munari Alvise J. Officer A-Award A Option to purchase common stock 6,042 554.52 3.35M 6,042 D
2026-01-26 Gutowski Robert J. Officer A-Award A Option to purchase common stock 3,624 554.52 2.01M 3,624 D
2026-01-26 Fernandez Henry A Director / Officer A-Award A Option to purchase common stock 42,193 554.52 23.40M 42,193 D
2026-01-26 Crum Scott A Officer A-Award A Option to purchase common stock 4,968 554.52 2.75M 4,968 D
2025-12-11 Wiechmann Andrew C. Officer S-Sale D Common Stock 450 550.00 247.5K 21,639 D
2025-12-05 Fernandez Henry A Director / Officer P-Purchase A Common Stock 317 536.90 170.2K 334,595 I
2025-12-01 Gutowski Robert J. Officer G-Gift D Common Stock 90 0.00 15,675 D
2025-11-28 Yang June Director A-Award A Common Stock 1 0.00 513 D
2025-11-28 RIEFLER LINDA H Director A-Award A Common Stock 6 0.00 20,589 D
2025-11-28 Matlock Robin Director A-Award A Common Stock 4 0.00 1,632 D
2025-11-25 Gutowski Robert J. Officer G-Gift D Common Stock 180 0.00 15,765 D
2025-11-24 Gutowski Robert J. Officer S-Sale D Common Stock 624 558.42 348.5K 15,945 D
2025-11-17 Munari Alvise J. Officer Common Stock 0 0.00 30,828 D
2025-08-29 Yang June Director A-Award A Common Stock 1 0.00 512 D
2025-08-29 RIEFLER LINDA H Director A-Award A Common Stock 6 0.00 20,583 D
2025-08-29 Matlock Robin Director A-Award A Common Stock 4 0.00 1,628 D
2025-07-25 Fernandez Henry A Director / Officer P-Purchase A Common Stock 23 546.40 12.6K 1,279,890 D
2025-07-24 Fernandez Henry A Director / Officer P-Purchase A Common Stock 9,916 544.70 5.40M 1,279,867 D
2025-06-05 Pettit CD Baer Director / Officer S-Sale D Common Stock 1,330 562.35 747.9K 288,457 D
2025-05-30 Yang June Director A-Award A Common Stock 1 0.00 511 D
2025-05-30 Taneja Rajat Director A-Award A Common Stock 9 0.00 3,011 D
2025-05-30 RIEFLER LINDA H Director A-Award A Common Stock 6 0.00 20,577 D
2025-05-30 Matlock Robin Director A-Award A Common Stock 4 0.00 1,624 D
2025-05-05 Pettit CD Baer Director / Officer S-Sale D Common Stock 734 551.11 404.5K 294,053 D
2025-05-01 Yang June Director A-Award A Common Stock 385 0.00 510 D
2025-05-01 Volent Paula Director A-Award A Common Stock 201 0.00 3,857 D
2025-05-01 Taneja Rajat Director A-Award A Common Stock 385 0.00 2,819 D
2025-05-01 Smith Marcus L. Director A-Award A Common Stock 385 0.00 5,056 D
2025-05-01 Seitz Michelle Director A-Award A Common Stock 385 0.00 671 D
2025-05-01 Rattray Sandy C. Director F-InKind D Common Stock 41 546.07 22.4K 2,064 D
2025-05-01 RIEFLER LINDA H Director A-Award A Common Stock 385 0.00 20,571 D
2025-05-01 Perold Jacques P Director A-Award A Common Stock 385 0.00 5,884 D
2025-05-01 Matlock Robin Director A-Award A Common Stock 385 0.00 1,620 D
2025-05-01 Ashe Robert G. Director A-Award A Common Stock 201 0.00 1,235 D
2025-04-04 Pettit CD Baer Director / Officer S-Sale D Common Stock 6 535.49 3.2K 294,787 D
2025-03-05 Pettit CD Baer Director / Officer S-Sale D Common Stock 417 569.62 237.5K 299,787 D
2025-02-28 Taneja Rajat Director A-Award A Common Stock 7 0.00 2,434 D
2025-02-28 RIEFLER LINDA H Director A-Award A Common Stock 4 0.00 20,186 D
2025-02-28 Matlock Robin Director A-Award A Common Stock 3 0.00 1,235 D
2025-02-24 Fernandez Henry A Director / Officer P-Purchase A Common Stock 100 575.66 57.6K 1,269,951 D
2025-02-06 Wiechmann Andrew C. Officer A-Award A Common Stock 2,269 0.00 23,332 D
2025-02-06 Pettit CD Baer Director / Officer F-InKind D Common Stock 12,194 587.48 7.16M 304,787 D
2025-02-06 Gutowski Robert J. Officer F-InKind D Common Stock 927 587.48 544.6K 16,569 D
2025-02-06 Fernandez Henry A Director / Officer F-InKind D Common Stock 32,279 587.48 18.96M 1,264,651 D
2025-02-06 Crum Scott A Officer A-Award A Common Stock 5,446 0.00 19,003 D
2025-02-05 Ashe Robert G. Director G-Gift D Common Stock 86 0.00 17,850 I
2025-02-03 Wiechmann Andrew C. Officer F-InKind D Common Stock 335 582.43 195.1K 21,063 D
2025-02-03 Munari Alvise J. Officer Option to purchase common stock 10,052 549.83 5.53M 0 D
2025-02-03 Gutowski Robert J. Officer F-InKind D Common Stock 335 582.43 195.1K 15,681 D
2025-02-03 Crum Scott A Officer F-InKind D Common Stock 493 582.43 287.1K 13,557 D
2025-01-31 Wiechmann Andrew C. Officer A-Award A Common Stock 1,524 0.00 21,398 D
2025-01-31 Read Craig Jack Officer A-Award A Common Stock 508 0.00 1,387 D
2025-01-31 Gutowski Robert J. Officer A-Award A Common Stock 915 0.00 16,016 D
2025-01-31 Fernandez Henry A Director / Officer A-Award A Premium option to purchase common stock 44,920 1,200.00 53.90M 44,920 D
2025-01-31 Crum Scott A Officer A-Award A Common Stock 1,219 0.00 14,050 D
2025-01-27 Wiechmann Andrew C. Officer A-Award A Option to purchase common stock 2,691 549.83 1.48M 2,691 D
2025-01-27 Pettit CD Baer Director / Officer A-Award A Option to purchase common stock 16,260 549.83 8.94M 16,260 D
2025-01-27 Gutowski Robert J. Officer A-Award A Option to purchase common stock 2,484 549.83 1.37M 2,484 D
2025-01-27 Fernandez Henry A Director / Officer A-Award A Option to purchase common stock 29,564 549.83 16.26M 29,564 D
2025-01-27 Crum Scott A Officer A-Award A Option to purchase common stock 3,415 549.83 1.88M 3,415 D
2024-12-17 Yang June Director A-Award A Common Stock 125 0.00 125 D
2024-12-05 Fernandez Henry A Director / Officer P-Purchase A Common Stock 493 614.08 302.7K 330,379 I
2024-11-29 Taneja Rajat Director A-Award A Common Stock 6 0.00 2,427 D
2024-11-29 RIEFLER LINDA H Director A-Award A Common Stock 4 0.00 20,182 D
2024-11-29 Matlock Robin Director A-Award A Common Stock 3 0.00 1,232 D
2024-10-31 Read Craig Jack Officer A-Award A Common Stock 879 0.00 879 D
2024-08-30 Taneja Rajat Director A-Award A Common Stock 6 0.00 2,421
2024-08-30 RIEFLER LINDA H Director A-Award A Common Stock 4 0.00 20,178
2024-08-30 Matlock Robin Director A-Award A Common Stock 3 0.00 1,229
2024-08-28 Gutowski Robert J. Officer S-Sale D Common Stock 1,816 575.00 1.04M 15,101
2024-08-08 Read Craig Jack Officer 0 0.00 0
2024-08-05 Seitz Michelle Director A-Award A Common Stock 286 0.00 286
2024-05-31 Taneja Rajat Director A-Award A Common Stock 7 0.00 2,415
2024-05-31 RIEFLER LINDA H Director A-Award A Common Stock 4 0.00 20,174
2024-05-31 Matlock Robin Director A-Award A Common Stock 3 0.00 1,226
2024-05-01 Volent Paula Director A-Award A Common Stock 450 0.00 3,035
2024-05-01 Taneja Rajat Director A-Award A Common Stock 450 0.00 2,194
2024-05-01 Smith Marcus L. Director A-Award A Common Stock 193 0.00 4,671
2024-05-01 Rattray Sandy C. Director A-Award A Common Stock 450 0.00 2,105
2024-05-01 RIEFLER LINDA H Director A-Award A Common Stock 450 0.00 20,170
2024-05-01 Perold Jacques P Director A-Award A Common Stock 450 0.00 5,499
2024-05-01 Matlock Robin Director A-Award A Common Stock 450 0.00 1,223
2024-05-01 Edmunds Wayne Director A-Award A Common Stock 450 0.00 9,706
2024-05-01 Desai Chirantan Jitendra Director A-Award A Common Stock 450 0.00 496
2024-05-01 Ashe Robert G. Director A-Award A Common Stock 558 0.00 1,045
2024-04-30 Crum Scott A Officer S-Sale D Common Stock 1,259 469.53 591.1K 20,572
2024-04-25 Pettit CD Baer Director / Officer P-Purchase A Common Stock 7,500 459.41 3.45M 291,038
2024-04-25 Fernandez Henry A Director / Officer P-Purchase A Common Stock 760 465.74 354.0K 320,553
2024-03-11 Desai Chirantan Jitendra Director A-Award A Common Stock 46 0.00 46
2024-03-04 Ashe Robert G. Director G-Gift D Common Stock 90 0.00 16,449
2024-02-29 Taneja Rajat Director A-Award A Common Stock 4 0.00 1,744
2024-02-29 RIEFLER LINDA H Director A-Award A Common Stock 3 0.00 19,720
2024-02-29 Matlock Robin Director A-Award A Common Stock 2 0.00 773
2024-02-29 Kinney Catherine R Director A-Award A Common Stock 58 0.00 19,314
2024-02-05 Wiechmann Andrew C. Officer F-InKind D Common Stock 726 583.39 423.5K 19,533
2024-02-05 Pettit CD Baer Director / Officer F-InKind D Common Stock 1,830 583.39 1.07M 283,538
2024-02-05 Gutowski Robert J. Officer F-InKind D Common Stock 641 583.39 374.0K 16,543
2024-02-05 Fernandez Henry A Director / Officer F-InKind D Common Stock 46,465 583.39 27.11M 1,512,962
2024-02-05 Crum Scott A Officer A-Award A Common Stock 1,021 0.00 22,419
2024-02-04 Wiechmann Andrew C. Officer F-InKind D Common Stock 87 593.06 51.6K 18,903
2024-02-04 Gutowski Robert J. Officer F-InKind D Common Stock 78 593.06 46.3K 15,828
2024-02-04 Crum Scott A Officer F-InKind D Common Stock 293 593.06 173.8K 18,984
2024-02-01 Wiechmann Andrew C. Officer A-Award A Common Stock 1,329 0.00 18,990
2024-02-01 Gutowski Robert J. Officer A-Award A Common Stock 727 0.00 15,906
2024-02-01 Crum Scott A Officer A-Award A Common Stock 1,003 0.00 19,277
2023-11-30 Taneja Rajat Director A-Award A Common Stock 4 0.00 1,740
2023-11-30 RIEFLER LINDA H Director A-Award A Common Stock 3 0.00 19,717
2023-11-30 Matlock Robin Director A-Award A Common Stock 2 0.00 771
2023-11-30 Kinney Catherine R Director A-Award A Common Stock 54 0.00 13,457
2023-08-31 Taneja Rajat Director A-Award A Common Stock 3 0.00 1,736
2023-08-31 RIEFLER LINDA H Director A-Award A Common Stock 1 0.00 19,714
2023-08-31 Kinney Catherine R Director A-Award A Common Stock 52 0.00 13,403
2023-08-18 Gutowski Robert J. Officer S-Sale D Common Stock 1,478 520.00 768.6K 15,179
2023-07-27 Crum Scott A Officer S-Sale D Common Stock 1,800 555.89 1.00M 18,274
2023-05-31 Taneja Rajat Director A-Award A Common Stock 4 0.00 1,733
2023-05-31 RIEFLER LINDA H Director A-Award A Common Stock 3 0.00 19,713
2023-05-31 Matlock Robin Director A-Award A Common Stock 2 0.00 769
2023-05-31 Kinney Catherine R Director A-Award A Common Stock 60 0.00 13,351
2023-05-30 Crum Scott A Officer S-Sale D Common Stock 1,900 479.54 911.1K 20,174
2023-05-01 Volent Paula Director A-Award A Common Stock 383 0.00 2,378
2023-05-01 Taneja Rajat Director A-Award A Common Stock 383 0.00 1,543
2023-05-01 Smith Marcus L. Director A-Award A Common Stock 383 0.00 4,028
2023-05-01 Rattray Sandy C. Director F-InKind D Common Stock 40 483.03 19.3K 1,307
2023-05-01 RIEFLER LINDA H Director A-Award A Common Stock 383 0.00 19,710
2023-05-01 Perold Jacques P Director A-Award A Common Stock 383 0.00 5,049
2023-05-01 Matlock Robin Director A-Award A Common Stock 383 0.00 767
2023-05-01 Kinney Catherine R Director A-Award A Common Stock 383 0.00 13,105
2023-05-01 Edmunds Wayne Director A-Award A Common Stock 383 0.00 9,256
2023-05-01 Ashe Robert G. Director A-Award A Common Stock 487 0.00 1,044
2023-02-28 Taneja Rajat Director A-Award A Common Stock 2 0.00 1,160
2023-02-28 RIEFLER LINDA H Director A-Award A Common Stock 1 0.00 19,327
2023-02-28 Matlock Robin Director A-Award A Common Stock 1 0.00 384
2023-02-28 Kinney Catherine R Director A-Award A Common Stock 54 0.00 12,722
2023-02-13 Mak Jennifer H Officer S-Sale D Common Stock 900 559.89 503.9K 6,843
2023-02-08 Wiechmann Andrew C. Officer A-Award A Common Stock 1,660 0.00 18,548
2023-02-08 Pettit CD Baer Director / Officer A-Award A Common Stock 18,980 0.00 278,067
2023-02-08 Mak Jennifer H Officer A-Award A Common Stock 1,330 0.00 8,422
2023-02-08 Gutowski Robert J. Officer A-Award A Common Stock 1,328 0.00 17,275
2023-02-08 Fernandez Henry A Director / Officer A-Award A Common Stock 28,472 0.00 1,239,585
2023-02-08 Crum Scott A Officer A-Award A Common Stock 3,986 0.00 24,368
2023-02-06 Wiechmann Andrew C. Officer F-InKind D Common Stock 69 553.40 38.2K 16,888
2023-02-06 Mak Jennifer H Officer F-InKind D Common Stock 346 553.40 191.5K 7,092
2023-02-06 Gutowski Robert J. Officer F-InKind D Common Stock 49 553.40 27.1K 15,947
2023-02-06 Crum Scott A Officer F-InKind D Common Stock 234 553.40 129.5K 20,382
2023-02-04 Wiechmann Andrew C. Officer F-InKind D Common Stock 88 567.43 49.9K 16,957
2023-02-04 Mak Jennifer H Officer F-InKind D Common Stock 108 567.43 61.3K 7,573
2023-02-04 Gutowski Robert J. Officer F-InKind D Common Stock 78 567.43 44.3K 15,996
2023-02-04 Crum Scott A Officer F-InKind D Common Stock 293 567.43 166.3K 20,616
2023-02-02 Wiechmann Andrew C. Officer A-Award A Common Stock 1,137 0.00 17,045
2023-02-02 Mak Jennifer H Officer A-Award A Common Stock 587 0.00 7,681
2023-02-02 Gutowski Robert J. Officer A-Award A Common Stock 731 0.00 16,074
2023-02-02 Crum Scott A Officer A-Award A Common Stock 1,001 0.00 20,909
2022-12-31 Ashe Robert G. Director D Common Stock 0 0.00 557
2022-12-01 Gutowski Robert J. Officer S-Sale D Common Stock 1,000 511.71 511.7K 15,343
2022-11-30 Taneja Rajat Director A-Award A Common Stock 2 0.00 1,158
2022-11-30 RIEFLER LINDA H Director A-Award A Common Stock 1 0.00 19,326
2022-11-30 Kinney Catherine R Director A-Award A Common Stock 52 0.00 12,668
2022-11-22 Kinney Catherine R Director S-Sale D Common Stock 868 503.54 437.1K 1,144
2022-11-16 Kinney Catherine R Director S-Sale D Common Stock 1,660 501.59 832.6K 13,016
2022-11-15 Kinney Catherine R Director G-Gift D Common Stock 2,012 0.00 2,008
2022-11-03 Wiechmann Andrew C. Officer S-Sale D Common Stock 1,100 453.38 498.7K 15,908
2022-10-27 Crum Scott A Officer S-Sale D Common Stock 251 461.45 115.8K 19,908
2022-08-31 Taneja Rajat Director A-Award A Common Stock 2 0.00 1,156
2022-08-31 RIEFLER LINDA H Director A-Award A Common Stock 1 0.00 19,325
2022-08-31 Matlock Robin Director A-Award A Common Stock 1 0.00 383
2022-08-31 Kinney Catherine R Director A-Award A Common Stock 56 0.00 13,007
2022-08-08 Crum Scott A Officer S-Sale D Common Stock 1,217 500.85 609.5K 31,191
2022-06-01 Matlock Robin Director A-Award A Common Stock 382 0.00 382
2022-05-31 Taneja Rajat Director A-Award A Common Stock 2 0.00 1,154

Executive team

Top executives
EBIT / Employee
275.6K
Shares Outstanding
72.80M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Henry A. Fernandez Chairman, Chief Executive Officer and President 1.00M 4.38M 25.22M 1.35M 1.37M 33.32M 88.83%
2 2025 C.D. Baer Pettit Former President and COO 824.0K 2.16M 5.04M 1.14M 688.6K 9.85M 73.07%
3 2025 Alvise J. Munari Chief Product Officer and Head of Client Segments 663.6K 1.80M 1.20M 986.7K 324.0K 4.97M 60.32%
4 2025 Andrew C. Wiechmann Chief Financial Officer 600.0K 1.80M 1.20M 721.6K 108.4K 4.43M 67.73%
5 2025 Scott A. Crum Chief Human Resources Officer 550.0K 1.44M 960.0K 673.5K 176.1K 3.80M 63.17%
6 2024 Henry A. Fernandez Chairman, Chief Executive Officer and President 1.00M 3.48M 8.12M 1.36M 1.74M 15.70M 73.90%
7 2024 Henry A. Fernandez Chairman and Chief Executive Officer 1.00M 3.48M 8.12M 1.36M 1.74M 15.70M 73.90%
8 2024 C.D. Baer Pettit Former President and COO 798.7K 1.95M 4.55M 1.11M 586.2K 8.99M 72.27%
9 2024 C.D. Baer Pettit President and Chief Operating Officer 798.7K 1.95M 4.55M 1.11M 586.2K 8.99M 72.27%
10 2024 Andrew C. Wiechmann Chief Financial Officer 550.0K 1.59M 1.06M 727.4K 83.8K 4.01M 66.07%
11 2024 Scott A. Crum Chief Human Resources Officer 550.0K 1.20M 800.2K 678.9K 168.6K 3.40M 58.88%
12 2024 Robert J. Gutowski General Counsel and Head of Corporate Affairs 500.0K 870.4K 580.1K 630.4K 77.0K 2.66M 54.57%
13 2023 Henry A. Fernandez Chairman and Chief Executive Officer 1.00M 5.50M 5.50M 1.45M 342.9K 13.79M 79.75%
14 2023 Henry A. Fernandez Chairman, Chief Executive Officer and President 1.00M 5.50M 5.50M 1.45M 342.9K 13.79M 79.75%
15 2023 C.D. Baer Pettit President and Chief Operating Officer 777.1K 3.10M 3.10M 1.16M 295.3K 8.43M 73.54%
16 2023 C.D. Baer Pettit Former President and COO 777.1K 3.10M 3.10M 1.16M 295.3K 8.43M 73.54%
17 2023 Andrew C. Wiechmann Chief Financial Officer 550.0K 1.37M 735.1K 776.7K 55.6K 3.48M 60.32%
18 2023 Scott A. Crum Chief Human Resources Officer 550.0K 1.20M 647.6K 724.9K 83.4K 3.21M 57.67%
19 2023 Robert J. Gutowski General Counsel and Head of Corporate Affairs 500.0K 878.3K 472.5K 673.1K 49.4K 2.57M 52.49%
20 2023 Robert J. Gutowski General Counsel 500.0K 878.3K 472.5K 673.1K 49.4K 2.57M 52.49%
21 2022 Henry A. Fernandez Chairman and Chief Executive Officer 1.00M 5.00M 5.00M 1.25M 751.9K 13.00M 76.93%
22 2022 C.D. Baer Pettit President and Chief Operating Officer 773.4K 2.75M 2.75M 986.0K 419.4K 7.68M 71.63%
23 2022 Scott Crum Chief Human Resources Officer 550.0K 1.07M 577.6K 623.2K 133.0K 2.96M 55.83%
24 2022 Scott A. Crum Chief Human Resources Officer 550.0K 1.07M 577.6K 623.2K 133.0K 2.96M 55.83%
25 2022 Andrew C. Wiechmann Chief Financial Officer 550.0K 845.9K 455.1K 667.7K 60.0K 2.58M 50.45%
26 2022 Robert J. Gutowski General Counsel and Head of Corporate Affairs 500.0K 780.3K 420.1K 578.7K 56.8K 2.34M 51.39%
27 2022 Robert J. Gutowski General Counsel 500.0K 780.3K 420.1K 578.7K 56.8K 2.34M 51.39%
28 2021 Henry A. Fernandez Chairman and Chief Executive Officer 1.00M 7.50M 1.82M 22.6K 10.34M 72.54%
29 2021 C.D. Baer Pettit President and Chief Operating Officer 859.8K 4.00M 1.59M 90.2K 6.54M 61.12%
30 2021 Scott Crum Chief Human Resources Officer 550.0K 1.47M 908.1K 33.9K 2.97M 49.70%
31 2021 Scott A. Crum Chief Human Resources Officer 550.0K 1.47M 908.1K 33.9K 2.97M 49.70%
32 2021 Robert J. Gutowski General Counsel 450.0K 899.3K 836.7K 55.8K 2.24M 40.11%
33 2021 Andrew C. Wiechmann Chief Financial Officer 500.0K 899.3K 766.3K 68.8K 2.23M 40.25%
34 2021 Andrew C. Wiechmann Chief Financial Officer and Treasurer 500.0K 899.3K 766.3K 68.8K 2.23M 40.25%
35 2020 Henry A. Fernandez Chairman and Chief Executive Officer 1.00M 7.50M 1.40M 22.1K 9.92M 75.57%
36 2020 C.D. Baer Pettit President and Chief Operating Officer 802.3K 4.00M 1.16M 193.4K 6.15M 65.01%
37 2020 Linda S. Huber Former Chief Financial Officer 650.0K 950.0K 1.80M 1.64M 5.04M 35.68%
38 2020 Scott Crum Chief Human Resources Officer 550.0K 1.20M 701.1K 33.3K 2.48M 48.29%
39 2020 Scott A. Crum Chief Human Resources Officer 550.0K 1.20M 701.1K 33.3K 2.48M 48.29%
40 2020 Andrew C. Wiechmann Chief Financial Officer and Treasurer 500.0K 499.8K 526.0K 72.4K 1.60M 31.28%
41 2020 Andrew C. Wiechmann Chief Financial Officer 500.0K 499.8K 526.0K 72.4K 1.60M 31.28%
42 2020 Robert J. Gutowski General Counsel 450.0K 399.7K 475.8K 61.0K 1.39M 28.83%
43 2019 Henry A. Fernandez Chairman and Chief Executive Officer 1.00M 6.50M 1.73M 21.7K 9.26M 70.22%
44 2019 C.D. Baer Pettit President and Chief Operating Officer 798.3K 3.00M 1.41M 165.8K 5.37M 55.86%
45 2019 C.D. Baer Pettit President 798.3K 3.00M 1.41M 165.8K 5.37M 55.86%
46 2019 Linda S. Huber Former Chief Financial Officer 425.8K 2.80M 727.3K 20.8K 3.97M 70.46%
47 2019 Linda S. Huber Chief Financial Officer 425.8K 2.80M 727.3K 20.8K 3.97M 70.46%
48 2019 Laurent Seyer Chief Operating Officer and Chief Client Officer 602.8K 1.80M 1.04M 138.3K 3.58M 50.23%
49 2019 Scott A. Crum Chief Human Resources Officer 550.0K 1.10M 867.2K 36.3K 2.55M 43.07%
50 2019 Scott Crum Chief Human Resources Officer 550.0K 1.10M 867.2K 36.3K 2.55M 43.07%
51 2019 Andrew C. Wiechmann Interim Chief Financial Officer and Treasurer (currently Chief Strategy Officer) 406.9K 849.7K 564.9K 32.6K 1.85M 45.83%
52 2019 Andrew C. Wiechmann Chief Financial Officer 406.9K 849.7K 564.9K 32.6K 1.85M 45.83%
53 2019 Andrew C. Wiechmann Chief Financial Officer and Treasurer 406.9K 849.7K 564.9K 32.6K 1.85M 45.83%
54 2019 Kathleen A. Winters Former Chief Financial Officer and Treasurer 112.5K 1.30M 21.1K 1.43M 90.68%
55 2018 Jigar Thakkar Chief Technology Officer and Head of Engineering 229.2K 1.85M 3.26M 402.2K 546.9K 6.29M 51.84%
56 2018 Henry A. Fernandez Chairman and Chief Executive Officer 1.00M 1.80M 178.4K 2.98M 0.00%
57 2018 C.D. Baer Pettit President and Chief Operating Officer 834.7K 500.0K 1.35M 181.9K 2.86M 17.45%
58 2018 C.D. Baer Pettit President 834.7K 500.0K 1.35M 181.9K 2.86M 17.45%
59 2018 Laurent Seyer Chief Operating Officer and Chief Client Officer 630.3K 265.0K 1.12M 144.8K 2.16M 12.26%
60 2018 Kathleen A. Winters Former Chief Financial Officer and Treasurer 525.0K 519.9K 1.00M 51.8K 2.10M 24.74%
61 2018 Scott A. Crum Chief Human Resources Officer 550.0K 379.9K 771.5K 62.3K 1.76M 21.54%
62 2017 Henry A. Fernandez Chairman and Chief Executive Officer 950.0K 1.50M 28.9K 2.48M 0.00%
63 2017 Kathleen A. Winters Chief Financial Officer 525.0K 400.0K 520.0K 974.4K 52.4K 2.47M 21.04%
64 2017 Kathleen A. Winters Former Chief Financial Officer and Treasurer 525.0K 400.0K 520.0K 974.4K 52.4K 2.47M 21.04%
65 2017 C.D. Baer Pettit President 608.3K 399.9K 1.06M 74.0K 2.14M 18.66%
66 2017 Laurent Seyer Chief Operating Officer and Chief Client Officer 608.3K 265.0K 1.00M 101.9K 1.98M 13.40%
67 2017 Scott A. Crum Chief Human Resources Officer 525.0K 379.9K 748.8K 32.8K 1.69M 22.53%
68 2016 Henry A. Fernandez Chairman and Chief Executive Officer 950.0K 19.73M 1.38M 95.7K 22.16M 89.04%
69 2016 Henry A. Fernandez Chief Executive Officer and President 950.0K 19.73M 1.38M 95.7K 22.16M 89.04%
70 2016 Laurent Seyer Chief Operating Officer and Chief Client Officer 481.6K 5.55M 812.1K 60.6K 6.90M 80.37%
71 2016 Laurent Seyer Chief Client Officer 481.6K 5.55M 812.1K 60.6K 6.90M 80.37%
72 2016 Kathleen A. Winters Chief Financial Officer 350.0K 400.0K 5.16M 874.5K 39.3K 6.82M 75.62%
73 2016 Kathleen A. Winters Former Chief Financial Officer and Treasurer 350.0K 400.0K 5.16M 874.5K 39.3K 6.82M 75.62%
74 2016 C.D. Baer Pettit President 454.8K 5.20M 967.4K 75.8K 6.70M 77.64%
75 2016 C.D. Baer Pettit Chief Operating Officer 454.8K 5.20M 967.4K 75.8K 6.70M 77.64%
76 2016 Diana H. Tidd Head of Index 425.0K 2.82M 722.6K 29.1K 4.00M 70.56%
77 2016 Robert Qutub Chief Financial Officer 185.1K 1.66M 1.84M 0.00%
78 2015 Henry A. Fernandez Chief Executive Officer and President 950.0K 3.99M 1.34M 146.8K 6.43M 62.04%
79 2015 Henry A. Fernandez Chairman, Chief Executive Officer and President 950.0K 3.99M 1.34M 146.8K 6.43M 62.04%
80 2015 Henry A. Fernandez Chairman and Chief Executive Officer 950.0K 3.99M 1.34M 146.8K 6.43M 62.04%
81 2015 C.D. Baer Pettit Chief Operating Officer 512.8K 3.06M 857.4K 82.2K 4.51M 67.79%
82 2015 C.D. Baer Pettit President 512.8K 3.06M 857.4K 82.2K 4.51M 67.79%
83 2015 Robert Qutub Chief Financial Officer 525.0K 990.0K 990.0K 768.3K 57.6K 3.33M 29.72%
84 2015 Peter J. Zangari Head of Analytics 525.0K 2.15M 514.7K 40.8K 3.23M 66.58%
85 2015 Christopher F. Corrado Chief Information Officer 451.6K 2.40M 34.2K 2.89M 83.16%
86 2015 Laurent Seyer Chief Client Officer 543.1K 499.9K 847.0K 58.1K 1.95M 25.66%
87 2015 Laurent Seyer Chief Operating Officer and Chief Client Officer 543.1K 499.9K 847.0K 58.1K 1.95M 25.66%
88 2015 Laurent Seyer Global Head of Client Coverage 543.1K 499.9K 847.0K 58.1K 1.95M 25.66%
89 2014 Henry A. Fernandez Chief Executive Officer and President 950.0K 1.20M 3.79M 58.5K 6.00M 63.22%
90 2014 Henry A. Fernandez Chairman, Chief Executive Officer and President 950.0K 1.20M 3.79M 58.5K 6.00M 63.22%
91 2014 C.D. Baer Pettit Chief Operating Officer 552.8K 739.7K 917.9K 65.0K 2.28M 40.34%
92 2014 C.D. Baer Pettit Head of Index Products 552.8K 739.7K 917.9K 64.9K 2.28M 40.34%
93 2014 Robert Qutub Chief Financial Officer 525.0K 685.0K 967.4K 28.5K 2.21M 43.86%
94 2014 Christopher F. Corrado Chief Information Officer 425.0K 675.0K 620.0K 16.4K 1.74M 35.70%
95 2014 Roveen Bhansali Head of Risk Management Analytics 525.0K 245.0K 674.9K 23.3K 1.47M 45.97%
96 2013 Henry A. Fernandez Chairman, Chief Executive Officer and President 900.0K 1.14M 3.63M 19.8K 5.69M 63.75%
97 2013 Henry A. Fernandez Chief Executive Officer and President 900.0K 1.14M 3.63M 19.7K 5.69M 63.75%
98 2013 David C. Brierwood Chief Operating Officer 504.8K 1.80M 1.09M 3.39M 32.22%
99 2013 Robert Qutub Chief Financial Officer 500.0K 682.5K 944.9K 19.8K 2.15M 44.01%
100 2013 C.D. Baer Pettit Chief Operating Officer 504.8K 617.5K 877.4K 50.5K 2.05M 42.80%
101 2013 C.D. Baer Pettit Head of Index Products 504.8K 617.5K 877.4K 50.5K 2.05M 42.80%
102 2013 C.D. Baer Pettit Head of Global Index Business 504.8K 617.5K 877.4K 50.5K 2.05M 42.80%
103 2013 Gary Retelny President of ISS, Corporate Secretary, Chief Administrative Officer and Head of Human Resources 500.0K 600.0K 843.7K 19.7K 1.96M 42.97%
104 2012 Henry A. Fernandez Chief Executive Officer and President 900.0K 1.05M 4.03M 17.9K 6.00M 67.16%
105 2012 David C. Brierwood Chief Operating Officer 511.0K 825.5K 1.21M 2.55M 47.62%
106 2012 Robert Qutub Chief Financial Officer 238.8K 980.0K 1,000.0K 2.22M 45.07%
107 2012 C.D. Baer Pettit Head of Index Products 511.0K 561.5K 956.2K 51.1K 2.08M 45.98%
108 2012 C.D. Baer Pettit Head of Global Index Business 511.0K 561.5K 956.2K 51.1K 2.08M 45.98%
109 2012 Gary Retelny President of ISS, Corporate Secretary, Chief Administrative Officer and Head of Human Resources 500.0K 531.3K 859.5K 17.9K 1.91M 45.03%
110 2012 Gary Retelny President of ISS, Chief Administrative Officer and Corporate Secretary 500.0K 531.3K 859.5K 17.9K 1.91M 45.03%
111 2012 David M. Obstler Chief Financial Officer 333.3K 540.0K 7.2K 1.00M 1.88M 29.06%
112 2011 Henry A. Fernandez Chief Executive Officer and President 900.0K 1.27M 17.6K 2.19M 0.00%
113 2011 David C. Brierwood Chief Operating Officer 516.9K 968.1K 1.49M 0.00%
114 2011 C.D. Baer Pettit Head of Global Index Business 516.9K 651.9K 51.7K 1.22M 0.00%
115 2011 C.D. Baer Pettit Head of Global Index and ESG Business, and Head of Client Coverage 516.9K 651.9K 51.7K 1.22M 0.00%
116 2011 Gary Retelny Head of Strategy and Business Development, Chief Administrative Officer and President of ISS 500.0K 550.5K 17.6K 1.07M 0.00%
117 2011 Gary Retelny President of ISS, Chief Administrative Officer and Corporate Secretary 500.0K 550.5K 17.6K 1.07M 0.00%
118 2011 Gary Retelny President of ISS, Corporate Secretary, Chief Administrative Officer and Head of Human Resources 500.0K 550.5K 17.6K 1.07M 0.00%
119 2011 David M. Obstler Chief Financial Officer 500.0K 160.0K 10.3K 670.3K 0.00%
120 2010 Henry A. Fernandez Chief Executive Officer and President 600.0K 1.64M 3.23M 17.6K 5.49M 58.86%
121 2010 David C. Brierwood Chief Operating Officer 387.9K 1.21M 3.02M 4.62M 65.50%
122 2010 C.D. Baer Pettit Head of Client Coverage 387.9K 762.8K 2.74M 38.8K 3.93M 69.71%
123 2010 C.D. Baer Pettit Head of Global Index and ESG Business, and Head of Client Coverage 387.9K 762.8K 2.74M 38.8K 3.93M 69.71%
124 2010 C.D. Baer Pettit Head of Global Index Business 387.9K 762.8K 2.74M 38.8K 3.93M 69.71%
125 2010 Gary Retelny Head of Strategy and Business Development and Chief Administrative Officer 400.0K 632.5K 2.66M 17.6K 3.71M 71.66%
126 2010 Gary Retelny President of ISS, Chief Administrative Officer and Corporate Secretary 400.0K 632.5K 2.66M 17.6K 3.71M 71.66%
127 2010 Gary Retelny Head of Strategy and Business Development, Chief Administrative Officer and President of ISS 400.0K 632.5K 2.66M 17.6K 3.71M 71.66%
128 2010 Michael K. Neborak Chief Financial Officer (until May 31, 2010) 236.4K 615.0K 1.07M 1.92M 32.03%
129 2010 David M. Obstler Chief Financial Officer 200.2K 417.2K 1.00M 2.0K 1.62M 61.75%
130 2009 Henry A. Fernandez Chief Executive Officer and President 425.0K 1.64M 2.07M 122.0K 4.25M 48.55%
131 2009 David C. Brierwood Chief Operating Officer 326.3K 1.15M 1.68M 11.9K 3.17M 53.08%
132 2009 Michael K. Neborak Chief Financial Officer 312.5K 572.5K 1.04M 248.1K 273.9K 2.45M 52.62%
133 2009 C.D. Baer Pettit Head of Global Index and ESG Business, and Head of Client Coverage 310.8K 751.2K 418.5K 155.1K 1.64M 25.59%
134 2009 C.D. Baer Pettit Head of Client Coverage 310.8K 751.2K 418.5K 155.1K 1.64M 25.59%
135 2009 Michael K. Neborak Chief Financial Officer (until May 31, 2010) 312.5K 572.5K 462.5K 273.9K 1.62M 28.52%
136 2009 Gary Retelny Head of Strategy and Business Development, Chief Administrative Officer and President of ISS 292.5K 651.5K 347.7K 69.6K 1.36M 25.54%
137 2009 Gary Retelny Head of Strategy and Business Development and Chief Administrative Officer 292.5K 651.5K 347.7K 69.6K 1.36M 25.54%
138 2008 C.D. Baer Pettit Head of Client Coverage and Marketing 284.9K 1.10M 1.56M 485.9K 316.2K 3.75M 54.68%
139 2008 Henry A. Fernandez Chief Executive Officer and President 250.0K 2.98M 28.3K 3.26M 0.00%
140 2008 Michael K. Neborak Chief Financial Officer 225.0K 1.16M 851.5K 262.3K 7.8K 2.51M 44.39%
141 2008 David C. Brierwood Chief Operating Officer 326.5K 1.50M 401.2K 2.22M 0.00%
142 2008 C.D. Baer Pettit Head of Client Coverage 284.9K 1.10M 316.2K 1.70M 0.00%
143 2008 Michael K. Neborak Chief Financial Officer (until May 31, 2010) 225.0K 1.16M 7.8K 1.40M 0.00%
144 2008 Gary Retelny Head of Strategy and Business Development and Chief Administrative Officer 185.0K 967.3K 7.5K 1.16M 0.00%
145 2007 Henry A. Fernandez Chief Executive Officer and President 250.0K 2.98M 406.8K 78.6K 6.1K 3.73M 13.03%
146 2007 David C. Brierwood Chief Operating Officer 339.6K 2.21M 233.9K 29.1K 112.9K 2.93M 8.98%
147 2007 C.D. Baer Pettit Head of Client Coverage and Marketing 299.6K 990.2K 247.2K 31.3K 132.2K 1.70M 16.38%
148 2007 C.D. Baer Pettit Head of Client Coverage 299.6K 990.2K 247.2K 31.3K 132.2K 1.70M 16.38%
149 2007 Michael K. Neborak Chief Financial Officer 225.0K 1.14M 135.1K 97.1K 20.6K 1.62M 14.36%
150 2007 Gary Retelny Head of Strategy and Business Development and Chief Administrative Officer 185.0K 869.8K 138.8K 35.3K 31.6K 1.26M 13.81%
151 2007 Gary Retelny Head of Strategy and Business Development 185.0K 869.8K 138.8K 35.3K 31.6K 1.26M 13.81%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-11 DEFA14A
2026-03-11 DEF 14A
2025-03-12 DEFA14A
2025-03-12 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-18 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4
2026-05-05 4

Executive team

NameTitleCompensationGender
Henry A. Fernandez Chairman, CEO & President 4M male
Baer Pettit Advisor 3M male
Alvise Munari Head of Client Segments & Chief Product Officer 2M male
Andrew C. Wiechmann Chief Financial Officer 1M male
Scott A. Crum Chief Human Resources Officer 1M male
Robert Gutowski General Counsel and Head of Corporate Affairs 1M male
Jorge Mina Chief Operating Officer & Head of Analytics male
Jeremy H. Ulan Head of Investor Relations & Treasurer male
Cristina Bondolowski Chief Marketing & Communications Officer female
Craig Jack Read Global Controller & Chief Accounting Officer male
ESG Rating
B
FINANCIAL - DATA & STOCK EXCHANGES
2021
E (Environmental)
59.8 / 54.4
Company / Sector avg.
S (Social)
61.7 / 61.2
Company / Sector avg.
G (Governance)
74.4 / 69.7
Company / Sector avg.
ESG Total
65.3 / 61.8
Company / Sector avg.
ESG Score History FINANCIAL - DATA & STOCK EXCHANGES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-04-13 2026-05-13 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2025-09-29 2025-10-03 Ro Khanna CA17 Purchase $1,001 - $15,000
2025-09-05 2025-10-03 Ro Khanna CA17 Sale $1,001 - $15,000
2025-08-26 2025-09-12 Ro Khanna CA17 Sale $1,001 - $15,000
2025-08-26 2025-09-12 Ro Khanna CA17 Sale $1,000 - $15,000
2025-04-08 2025-05-08 Rob Bresnahan PA08 Purchase $1,001 - $15,000
2025-03-20 2025-04-15 Byron Donalds FL19 Sale $1,001 - $15,000
2025-01-15 2025-02-12 Julie Johnson TX32 Joint Purchase $1,001 - $15,000
2024-07-02 2024-08-16 Kathy Manning NC06 Spouse Purchase $1,001 - $15,000
2024-02-13 2024-03-06 Ro Khanna CA17 Purchase $1,001 - $15,000
2024-02-01 2024-03-07 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2024-01-23 2024-02-06 Kathy Manning NC06 Spouse Purchase $15,001 - $50,000
2024-01-23 2024-02-06 Kathy Manning NC06 Spouse Purchase $1,001 - $15,000
2024-01-10 2024-02-05 Ro Khanna CA17 Sale $1,001 - $15,000
2024-01-10 2024-02-05 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-10-26 2023-11-08 Ro Khanna CA17 Sale $15,001 - $50,000
2023-10-10 2023-11-08 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-08-03 2023-09-06 Ro Khanna CA17 Spouse Purchase $1,001 - $15,000
2023-05-19 2023-06-12 Ro Khanna CA17 Spouse Sale $1,001 - $15,000
2023-04-27 2023-05-19 Josh Gottheimer NJ05 Joint Sale $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