MSCI Inc. (MSCI)
New York City, NY, US
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.
3 articles
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| Target company | Date | Filing |
|---|---|---|
| RiskMetrics | 2010-04-02 | View |
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2018-04-03 | — | Active |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.78% | +7.69% | +6.76% | +10.41% | +12.00% | +10.05% | +11.91% | +34.18% | +36.67% | +691.30% | +2,428.55% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | -1 |
| Buy | 11 | +1 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| 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%
|
-
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)
* 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.
| 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
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-27 | Wells Fargo | Equal Weight | Overweight | Upgrade |
| 2026-04-22 | RBC Capital | Outperform | Outperform | Maintain |
| 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
Ownership Overview
| # | 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)
| # | 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 — |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
No Senate trading activity found for this company.
| 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 | ↗ |
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Community Opinion for MSCI
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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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