Vail Resorts, Inc. (MTN)
Broomfield, CO, US
Vail Resorts, Inc., operating through its various subsidiary entities, oversees a portfolio of mountain resorts and urban ski areas located across the United States. The company's business activities are structured into three distinct segments: Mountain, Lodging, and Real Estate. The Mountain division is responsible for managing 37 prominent mountain destinations and regional ski facilities. This segment also handles a range of complementary services, including ski instruction, dining establishments, retail and equipment rental operations, and real estate brokerage. The Lodging segment encompasses the ownership and/or management of numerous luxury hotels, condominiums, and other accommodation options, particularly those under the RockResorts brand. Additionally, it oversees condominiums situated near Vail's mountain resorts, operates various destination resorts and golf courses, and furnishes ground transportation services within its resort areas. The Real Estate segment concentrates on the acquisition, development, and sale of property assets. Formed in 1997, Vail Resorts, Inc. maintains its corporate headquarters in Broomfield, Colorado.
Based on only 1 article — low confidence
- Vail Resorts (MTN) Up 9.1% Since Last Earnings Report: Can It Continue? Zacks Investment Research
No mergers or acquisitions recorded for this company.
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.36% | +2.36% | +9.40% | -1.12% | -4.68% | +3.32% | -11.86% | -46.83% | -57.96% | +1.46% | +509.82% |
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 | 1 | 0 |
| Buy | 4 | 0 |
| Hold | 6 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
191.00
+29.5%
|
| Last Quarter | 4 |
175.50
+19.0%
|
| Last Year | 19 |
171.47
+16.3%
|
| All Time | 47 |
205.60
+39.4%
|
-
Revenue growth Gambling, Resorts & Casinos: +5.3%+2.7% Q2'26: -7.0% (vs Q2'25)
-
EPS growth Gambling, Resorts & Casinos: +9.4%+24.1% ★ Q2'26: -16.4% (vs Q2'25)
-
FCF margin FCF growth · Gambling, Resorts & Casinos: +17.3%+11.2% Q2'26: -2.3% (vs Q2'25)
-
EBIT margin Gambling, Resorts & Casinos: +17.5%+19.4% ★ Q2'26: +0.0% (vs Q2'25)
-
ROIC Gambling, Resorts & Casinos: +8.0%+11.3% ★ Q2'26: +0.0% (vs Q2'25)
-
Share dilution Gambling, Resorts & Casinos: +0.3%-2.0% ★ Q2'26: -100.0% (vs Q2'25)
-
Debt / EBITDA Net debt/EBITDA · Gambling, Resorts & Casinos: 0.94×3.96× Q2'26: 0.85× (vs Q2'25)
* 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 |
Jul 1998 actual |
Jul 1999 actual |
Jul 2000 actual |
Jul 2004 actual |
Jul 2007 actual |
Jul 2008 actual |
Jul 2009 actual |
Jul 2010 actual |
Jul 2011 actual |
Jul 2012 actual |
Jul 2013 actual |
Jul 2014 actual |
Jul 2015 actual |
Jul 2016 actual |
Jul 2017 actual |
Jul 2018 actual |
Jul 2019 actual |
Jul 2020 actual |
Jul 2021 actual |
Jul 2022 actual |
Jul 2023 actual |
Jul 2024 actual |
Jul 2025 actual |
Jul 2026 9 Rev. Ana. 9 EPS Ana. |
Jul 2027 9 Rev. Ana. 9 EPS Ana. |
Jul 2028 7 Rev. Ana. 6 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
330.50M
est: 449.71M (-26.5%)
|
475.70M
est: 516.70M (-7.9%)
|
539.06M
est: 532.40M (+1.3%)
|
726.64M
est: 641.78M (+13.2%)
|
940.54M
est: 884.74M (+6.3%)
|
1.15B
est: 1.16B (-0.3%)
|
976.99M
est: 804.37M (+21.5%)
|
894.80M
est: 974.53M (-8.2%)
|
1.17B
est: 1.05B (+11.7%)
|
1.02B
est: 1.08B (-4.8%)
|
1.12B
est: 1.14B (-1.5%)
|
1.25B
est: 1.30B (-3.6%)
|
1.40B
est: 1.39B (+0.8%)
|
1.60B
est: 1.59B (+0.6%)
|
1.91B
est: 1.91B (-0.1%)
|
2.01B
est: 2.01B (-0.1%)
|
2.27B
est: 2.27B (+0.2%)
|
1.96B
est: 2.02B (-3.0%)
|
1.91B
est: 1.87B (+1.9%)
|
2.53B
est: 2.52B (+0.1%)
|
2.89B
est: 215.48B (-98.7%)
|
2.89B
est: 2.88B (+0.0%)
|
2.96B
est: 2.97B (-0.1%)
|
2.85B
2.80B – 2.89B
-4.1% YoY
|
3.03B
2.88B – 3.12B
+6.5% YoY
|
3.13B
3.13B – 3.13B
+3.4% YoY
|
| EBITDA |
85.60M
est: 75.27M (+13.7%)
|
95.63M
est: 68.63M (+39.3%)
|
109.28M
est: 77.70M (+40.7%)
|
168.19M
est: -35.36M (+575.7%)
|
217.94M
est: 119.34M (+82.6%)
|
290.47M
est: 265.72M (+9.3%)
|
215.96M
est: 148.44M (+45.5%)
|
181.95M
est: 173.15M (+5.1%)
|
207.12M
est: 185.62M (+11.6%)
|
188.26M
est: 204.20M (-7.8%)
|
230.88M
est: 240.54M (-4.0%)
|
248.67M
est: 261.49M (-4.9%)
|
349.69M
est: 297.59M (+17.5%)
|
446.47M
est: 444.36M (+0.5%)
|
591.70M
est: 534.19M (+10.8%)
|
607.78M
est: 401.90M (+51.2%)
|
696.58M
est: 642.67M (+8.4%)
|
472.73M
est: 443.59M (+6.6%)
|
529.17M
est: 351.09M (+50.7%)
|
857.74M
est: 776.75M (+10.4%)
|
795.04M
est: 887.09M (-10.4%)
|
783.43M
est: 840.49M (-6.8%)
|
870.46M
est: 864.27M (+0.7%)
|
829.12M
814.52M – 840.80M
-4.1% YoY
|
882.77M
838.78M – 909.16M
+6.5% YoY
|
912.92M
912.92M – 912.93M
+3.4% YoY
|
| EBIT |
38.00M
est: 54.21M (-29.9%)
|
42.37M
est: 33.58M (+26.2%)
|
47.54M
est: 49.55M (-4.1%)
|
81.81M
est: 45.35M (+80.4%)
|
130.28M
est: 99.48M (+31.0%)
|
196.68M
est: 202.53M (-2.9%)
|
108.74M
est: 45.09M (+141.1%)
|
71.31M
est: 73.46M (-2.9%)
|
89.16M
est: 72.82M (+22.4%)
|
60.68M
est: 69.01M (-12.1%)
|
98.20M
est: 106.92M (-8.2%)
|
108.07M
est: 123.35M (-12.4%)
|
200.57M
est: 163.88M (+22.4%)
|
284.99M
est: 282.73M (+0.8%)
|
402.54M
est: 308.05M (+30.7%)
|
403.32M
est: 244.10M (+65.2%)
|
478.46M
est: 422.03M (+13.4%)
|
223.15M
est: 208.89M (+6.8%)
|
276.58M
est: 116.65M (+137.1%)
|
605.34M
est: 545.23M (+11.0%)
|
525.86M
est: 653.96M (-19.6%)
|
504.35M
est: 599.68M (-15.9%)
|
574.03M
est: 616.65M (-6.9%)
|
591.57M
581.15M – 599.90M
-4.1% YoY
|
629.85M
598.46M – 648.68M
+6.5% YoY
|
651.36M
651.36M – 651.36M
+3.4% YoY
|
| Net Income |
19.70M
est: 18.44M (+6.8%)
|
12.79M
est: 6.14M (+108.2%)
|
10.36M
est: 8.73M (+18.7%)
|
-5.96M
est: -24.22M (+75.4%)
|
61.40M
est: 58.34M (+5.2%)
|
102.93M
est: 108.43M (-5.1%)
|
48.95M
est: 15.41M (+217.7%)
|
30.39M
est: 31.58M (-3.8%)
|
34.49M
est: 20.74M (+66.3%)
|
16.45M
est: 20.67M (-20.4%)
|
37.74M
est: 39.47M (-4.4%)
|
28.48M
est: 32.42M (-12.2%)
|
114.75M
est: 83.01M (+38.2%)
|
149.75M
est: 150.43M (-0.5%)
|
210.55M
est: 225.75M (-6.7%)
|
379.90M
est: 173.02M (+119.6%)
|
301.16M
est: 268.35M (+12.2%)
|
98.83M
est: 64.85M (+52.4%)
|
127.85M
est: 38.94M (+228.3%)
|
347.92M
est: 327.76M (+6.2%)
|
265.83M
est: 405.71M (-34.5%)
|
231.11M
est: 233.08M (-0.8%)
|
280.00M
est: 287.44M (-2.6%)
|
167.90M
151.25M – 205.98M
-41.6% YoY
|
248.46M
166.09M – 297.62M
+48.0% YoY
|
265.68M
195.64M – 312.59M
+6.9% YoY
|
| SGA |
4.70M
est: 17.89M (-73.7%)
|
6.25M
est: 5.00M (+25.1%)
|
—
est: 78.43M (-100.0%)
|
—
est: 94.54M (-100.0%)
|
—
est: 130.33M (-100.0%)
|
—
est: 170.20M (-100.0%)
|
—
est: 118.49M (-100.0%)
|
—
est: 143.56M (-100.0%)
|
—
est: 153.95M (-100.0%)
|
—
est: 158.58M (-100.0%)
|
—
est: 167.70M (-100.0%)
|
—
est: 191.78M (-100.0%)
|
179.75M
est: 204.65M (-12.2%)
|
208.99M
est: 234.40M (-10.8%)
|
236.80M
est: 146.40M (+61.8%)
|
251.81M
est: 218.52M (+15.2%)
|
274.42M
est: 297.83M (-7.9%)
|
278.70M
est: 254.49M (+9.5%)
|
296.99M
est: 276.69M (+7.3%)
|
347.49M
est: 346.06M (+0.4%)
|
389.47M
est: 354.26M (+9.9%)
|
410.03M
est: 413.21M (-0.8%)
|
433.71M
est: 424.90M (+2.1%)
|
407.62M
400.44M – 413.36M
-4.1% YoY
|
433.99M
412.37M – 446.97M
+6.5% YoY
|
448.82M
448.82M – 448.82M
+3.4% YoY
|
| EPS |
0.66
est: 0.75 (-12.0%)
|
0.37
est: 0.07 (+428.6%)
|
0.30
est: 0.03 (+900.0%)
|
-0.17
est: -0.23 (+26.1%)
|
1.58
est: 1.15 (+37.4%)
|
2.67
est: 3.07 (-13.0%)
|
1.34
est: -0.14 (+1,057.1%)
|
0.84
est: 0.89 (-5.6%)
|
0.96
est: 0.49 (+95.9%)
|
0.46
est: 0.76 (-39.5%)
|
1.05
est: 1.22 (-13.9%)
|
0.79
est: 0.69 (+14.5%)
|
3.16
est: 3.09 (+2.2%)
|
4.13
est: 4.13 (+0.1%)
|
5.36
est: 4.86 (+10.3%)
|
9.40
est: 8.90 (+5.6%)
|
7.46
est: 7.06 (+5.7%)
|
2.45
est: 2.84 (-13.6%)
|
3.17
est: 3.09 (+2.6%)
|
8.60
est: 8.29 (+3.7%)
|
6.70
est: 11.53 (-41.9%)
|
6.08
est: 6.59 (-7.8%)
|
7.54
est: 7.74 (-2.5%)
|
4.73
4.07 – 5.54
-38.8% YoY
|
6.97
4.46 – 8.00
+47.2% YoY
|
7.56
5.26 – 8.40
+8.6% YoY
|
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-06-08 | Mizuho | Outperform | Outperform | Maintain |
| 2026-04-23 | Truist Securities | Buy | Buy | Maintain |
| 2026-04-17 | UBS | Neutral | Neutral | Maintain |
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-06-08 | B | 3/5 | 4/5 | 5/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-06-05 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-06-04 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-06-03 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-06-02 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-06-01 | B | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-28 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-27 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-26 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-22 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-21 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-20 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 2/5 | 1/5 |
| 2026-05-19 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-18 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-15 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-14 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-13 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-12 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-11 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-05 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-04 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-05-01 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-28 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-27 | B+ | 3/5 | 5/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-24 | B+ | 3/5 | 4/5 | 5/5 | 4/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-22 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-21 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-20 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-17 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-16 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-15 | B+ | 3/5 | 4/5 | 5/5 | 5/5 | 1/5 | 3/5 | 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 | 52-0556948 | 4.67M | 11.50% | 1.21M | — | 4.67M | — | IA | Maryland | 2022-02-14 | ↗ |
| 2 | Baron Capital Group, Inc.510291762 | 4.39M | 10.86% | — | 4.25M | — | 4.39M | HC, CO | — | 2022-02-14 | ↗ |
| 3 | Ronald Baron510291762 | 4.39M | 10.86% | — | 4.25M | — | 4.39M | HC, IN | — | 2022-02-14 | ↗ |
| 4 | BAMCO INC /NY/510291762 | 4.11M | 10.17% | — | 3.97M | — | 4.11M | IA, CO | New York | 2022-02-14 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 3.62M | 8.94% | — | 38.5K | 3.53M | 87.8K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 6 | (1) BlackRock, Inc. | 3.48M | 9.30% | — | — | 3.48M | — | HC | Delaware | 2024-10-21 | ↗ |
| 7 | George S. Loening | 2.61M | 6.48% | — | 2.61M | — | — | HC, IN | Delaware | 2023-02-14 | ↗ |
| 8 | Select Equity Group, L.P. | 2.61M | 6.48% | — | 2.61M | — | — | IA | Delaware | 2023-02-14 | ↗ |
| 9 | 2 | 2.20M | 5.50% | — | 2.20M | — | 2.20M | CO | Kingdom of the Netherlands | 2021-01-19 | ↗ |
| 10 | APG Asset Management US Inc. | 2.17M | 5.40% | — | 2.17M | — | 2.17M | IA, CO | Delaware, United States of America | 2022-01-19 | ↗ |
| 11 | APG Asset Management, N.V. | 2.17M | 5.40% | — | 2.17M | — | 2.17M | CO | Delaware, United States of America | 2022-01-19 | ↗ |
| 12 | APG Groep, N.V. | 2.17M | 5.40% | — | 2.17M | — | 2.17M | CO | Delaware, United States of America | 2022-01-19 | ↗ |
| 13 | Stichting Pensioenfonds ABP | 2.17M | 5.40% | — | 2.17M | — | 2.17M | EP | Delaware, United States of America | 2022-01-19 | ↗ |
| 14 | Baron Growth Fund510291762 | 2.00M | 4.97% | — | 2.00M | — | 2.00M | IV | New York | 2021-02-12 | ↗ |
| 15 | Baron Capital Management, Inc.510291762 | 279.5K | 0.69% | — | 279.5K | — | 279.5K | IA, CO | — | 2022-02-14 | ↗ |
| 16 | 95-1411037 | 13.00 | 9.80% | 3.65M | — | 3.67M | — | IA | Delaware | 2024-11-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 149.5K +149.5K (+100.0%) | 19.86B +19.9B (+100.0%) | 0.42% +0.417 pp | 0.03% +0.030 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 2 | — | 44.6K +44.6K (+100.0%) | 5.93B +5.9B (+100.0%) | 0.12% +0.124 pp | 2.90% +2.899 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 3 | BAMCO INC /NY/ | 4.81M -892.8K (-15.7%) | 638.76M -214.2M (-25.1%) | 13.39% -2.219 pp | 1.73% -0.531 pp | USD101.45 +30.9% | 51 qtrs — |
| 4 | CAPITAL INTERNATIONAL INVESTORS | 4.78M -218.3K (-4.4%) | 635.37M -112.9M (-15.1%) | 13.32% -0.374 pp | 0.10% -0.021 pp | USD172.61 -23.1% | 29 qtrs — |
| 5 | VANGUARD GROUP INC | 3.51M -112.3K (-3.1%) | 465.87M -75.6M (-14.0%) | 9.77% -0.143 pp | 0.01% -0.001 pp | USD151.80 -12.5% | 84 qtrs — |
| 6 | BLACKROCK, INC. | 3.33M -199.3K (-5.7%) | 441.71M -85.6M (-16.2%) | 9.26% -0.390 pp | 0.01% -0.002 pp | USD174.26 -23.8% | 6 qtrs — |
| 7 | CAPITAL WORLD INVESTORS | 3.20M +183.0K (+6.1%) | 424.49M -26.2M (-5.8%) | 8.90% +0.651 pp | 0.06% -0.004 pp | USD152.90 -13.1% | 5 qtrs — |
| 8 | OASIS MANAGEMENT CO LTD. | 1.85M +833.5K (+81.9%) | 245.84M +93.6M (+61.5%) | 5.16% +2.369 pp | 15.94% +1.264 pp | USD145.86 -9.0% | 3 qtrs — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.44M -17.2K (-1.2%) | 191.24M -26.7M (-12.3%) | 4.01% +0.020 pp | 0.03% -0.005 pp | USD200.87 -33.9% | 73 qtrs — |
| 10 | STATE STREET CORP | 1.09M -33.2K (-2.9%) | 147.74M -20.9M (-12.4%) | 3.05% -0.040 pp | 0.01% -0.001 pp | USD184.48 -28.0% | 51 qtrs — |
| 11 | FIRST PACIFIC ADVISORS, LP | 1.09M +74.8K (+7.4%) | 144.45M -7.1M (-4.7%) | 3.03% +0.256 pp | 1.90% -0.193 pp | USD165.38 -19.7% | 7 qtrs — |
| 12 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 775.0K -45.7K (-5.6%) | 102.92M -19.8M (-16.2%) | 2.16% -0.089 pp | 0.08% -0.016 pp | USD183.21 -27.5% | 51 qtrs — |
| 13 | HARRIS ASSOCIATES L P | 714.8K -185.5K (-20.6%) | 94.92M -39.7M (-29.5%) | 1.99% -0.475 pp | 0.12% -0.096 pp | USD203.38 -34.7% | 12 qtrs — |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | 700.8K -9.6K (-1.4%) | 93.09M -13.2M (-12.4%) | 1.95% +0.007 pp | 0.01% -0.001 pp | USD183.26 -27.5% | 78 qtrs — |
| 15 | MORGAN STANLEY | 684.1K -2.4K (-0.3%) | 90.86M -11.8M (-11.5%) | 1.91% +0.026 pp | 0.01% -0.001 pp | USD199.18 -33.3% | 51 qtrs — |
| 16 | DIMENSIONAL FUND ADVISORS LP | 680.3K +79.0K (+13.1%) | 90.34M +410.5K (+0.5%) | 1.89% +0.248 pp | 0.02% 0.000 pp | USD150.45 -11.7% | 51 qtrs — |
| 17 | UBS GROUP AG | 579.1K -134.4K (-18.8%) | 76.91M -29.8M (-27.9%) | 1.61% -0.341 pp | 0.01% -0.004 pp | USD161.49 -17.8% | 45 qtrs — |
| 18 | RIVER ROAD ASSET MANAGEMENT, LLC | 508.5K +139.8K (+37.9%) | 67.53M +12.4M (+22.5%) | 1.42% +0.407 pp | 0.74% +0.123 pp | USD168.08 -21.0% | 8 qtrs — |
| 19 | FMR LLC | 478.0K -125.9K (-20.8%) | 63.48M -26.8M (-29.7%) | 1.33% -0.322 pp | 0.00% -0.002 pp | USD174.30 -23.8% | 70 qtrs — |
| 20 | NORTHERN TRUST CORP | 468.6K +64.5K (+15.9%) | 62.23M +1.8M (+2.9%) | 1.30% +0.198 pp | 0.01% +0.000 pp | USD157.62 -15.7% | 51 qtrs — |
| 21 | HIGHTOWER ADVISORS, LLC | 450.1K +447.1K (+15,313.2%) | 59.77M +59.3M (+13,579.4%) | 1.25% +1.245 pp | 0.07% +0.065 pp | USD133.21 -0.3% | 11 qtrs — |
| 22 | CI PRIVATE WEALTH, LLC | 415.0K -12.5K (-2.9%) | 55.11M -8.8M (-13.8%) | 1.16% -0.015 pp | 0.07% -0.027 pp | USD150.53 -11.8% | 13 qtrs — |
| 23 | BANK OF NEW YORK MELLON CORP | 381.5K +3.4K (+0.9%) | 50.66M -5.9M (-10.4%) | 1.06% +0.027 pp | 0.01% -0.002 pp | USD199.55 -33.5% | 66 qtrs — |
| 24 | EPOCH INVESTMENT PARTNERS, INC. | 339.0K +47.3K (+16.2%) | 45.02M +1.4M (+3.2%) | 0.94% +0.146 pp | 0.26% +0.016 pp | USD186.62 -28.8% | 32 qtrs — |
| 25 | NORGES BANK | 309.5K +309.5K (+100.0%) | 41.11M +41.1M (+100.0%) | 0.86% +0.862 pp | 0.00% +0.004 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 26 | ARTISAN PARTNERS LIMITED PARTNERSHIP | 289.3K -53.8K (-15.7%) | 38.42M -12.9M (-25.1%) | 0.81% -0.134 pp | 0.06% -0.015 pp | USD170.08 -21.9% | 24 qtrs — |
| 27 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 268.9K +170.1K (+172.2%) | 35.71M +20.9M (+141.7%) | 0.75% +0.478 pp | 0.00% +0.002 pp | USD153.05 -13.2% | 51 qtrs — |
| 28 | JPMORGAN CHASE & CO | 266.5K -83.6K (-23.9%) | 35.39M -17.0M (-32.4%) | 0.74% -0.216 pp | 0.00% -0.001 pp | USD189.23 -29.8% | 44 qtrs — |
| 29 | BANK OF AMERICA CORP /DE/ | 258.4K +35.4K (+15.9%) | 34.32M +963.4K (+2.9%) | 0.72% +0.109 pp | 0.00% +0.000 pp | USD181.10 -26.7% | 52 qtrs — |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 216.4K -337.9K (-61.0%) | 28.74M -54.2M (-65.3%) | 0.60% -0.915 pp | 0.02% -0.035 pp | USD167.80 -20.9% | 8 qtrs — |
| 31 | MILLENNIUM MANAGEMENT LLC | 207.9K +108.1K (+108.4%) | 27.61M +12.7M (+85.0%) | 0.58% +0.306 pp | 0.01% +0.005 pp | USD141.99 -6.5% | 69 qtrs — |
| 32 | CITADEL ADVISORS LLC | 202.5K +131.3K (+184.4%) | 26.89M +16.2M (+152.5%) | 0.56% +0.369 pp | 0.00% +0.002 pp | USD156.92 -15.4% | 38 qtrs — |
| 33 | CRAMER ROSENTHAL MCGLYNN LLC | 191.4K +87.3K (+83.8%) | 25.42M +9.8M (+63.2%) | 0.53% +0.248 pp | 1.64% +0.668 pp | USD141.92 -6.4% | 2 qtrs — |
| 34 | WARATAH CAPITAL ADVISORS LTD. | 156.6K -71.8K (-31.4%) | 20.80M -13.4M (-39.1%) | 0.44% -0.189 pp | 0.70% +0.097 pp | USD156.69 -15.2% | 4 qtrs — |
| 35 | APERTURE INVESTORS, LLC | 151.4K -15.5K (-9.3%) | 20.11M -4.9M (-19.4%) | 0.42% -0.035 pp | 2.30% -1.123 pp | USD156.17 -15.0% | 3 qtrs — |
| 36 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 145.1K +31.1K (+27.3%) | 19.27M +2.2M (+13.1%) | 0.40% +0.092 pp | 0.05% -0.003 pp | USD146.41 -9.3% | 11 qtrs — |
| 37 | GOLDMAN SACHS GROUP INC | 139.0K -18.4K (-11.7%) | 18.45M -5.1M (-21.6%) | 0.39% -0.044 pp | 0.00% -0.001 pp | USD202.90 -34.5% | 73 qtrs — |
| 38 | SEI INVESTMENTS CO | 134.9K +77.4K (+134.7%) | 17.92M +9.3M (+108.4%) | 0.38% +0.218 pp | 0.02% +0.008 pp | USD169.92 -21.8% | 45 qtrs — |
| 39 | D. E. SHAW & CO., INC. | 132.2K +132.2K (+100.0%) | 17.56M +17.6M (+100.0%) | 0.37% +0.368 pp | 0.01% +0.010 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 40 | WESTWOOD HOLDINGS GROUP INC | 115.9K +115.9K (+100.0%) | 15.39M +15.4M (+100.0%) | 0.32% +0.323 pp | 0.13% +0.125 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 41 | UBS ASSET MANAGEMENT AMERICAS INC | 113.3K -2.0K (-1.7%) | 15.05M -2.2M (-12.7%) | 0.32% 0.000 pp | 0.00% -0.001 pp | USD193.81 -31.5% | 58 qtrs — |
| 42 | ARIEL INVESTMENTS, LLC | 112.2K -3.0K (-2.6%) | 14.90M -2.3M (-13.5%) | 0.31% -0.003 pp | 0.16% -0.023 pp | USD184.75 -28.1% | 24 qtrs — |
| 43 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 110.6K -13.7K (-11.0%) | 14.69M -3.9M (-21.0%) | 0.31% -0.032 pp | 0.15% -0.042 pp | USD189.46 -29.9% | 10 qtrs — |
| 44 | RICE HALL JAMES & ASSOCIATES, LLC | 110.3K -5.4K (-4.7%) | 14.65M -2.7M (-15.4%) | 0.31% -0.004 pp | 0.81% -0.138 pp | USD165.71 -19.9% | 70 qtrs — |
| 45 | ALPS ADVISORS INC | 106.0K -6.3K (-5.6%) | 14.08M -2.7M (-16.2%) | 0.30% -0.012 pp | 0.08% -0.012 pp | USD172.70 -23.1% | 6 qtrs — |
| 46 | FRANKLIN RESOURCES INC | 105.7K +9.7K (+10.1%) | 14.04M -327.9K (-2.3%) | 0.29% +0.031 pp | 0.00% 0.000 pp | USD179.55 -26.0% | 51 qtrs — |
| 47 | RHUMBLINE ADVISERS | 104.9K -6.7K (-6.0%) | 13.93M -2.8M (-16.6%) | 0.29% -0.014 pp | 0.01% -0.002 pp | USD185.97 -28.6% | 51 qtrs — |
| 48 | LONDON CO OF VIRGINIA | 102.7K -41.0K (-28.5%) | 13.64M -7.8M (-36.5%) | 0.29% -0.107 pp | 0.08% -0.040 pp | USD211.10 -37.1% | 10 qtrs — |
| 49 | JANE STREET GROUP, LLC | 101.9K +60.5K (+146.1%) | 13.53M +7.3M (+118.5%) | 0.28% +0.172 pp | 0.00% +0.001 pp | USD141.85 -6.4% | 6 qtrs — |
| 50 | INVESCO LTD. | 100.6K +34.6K (+52.4%) | 13.35M +3.5M (+35.3%) | 0.28% +0.099 pp | 0.00% +0.001 pp | USD189.28 -29.8% | 57 qtrs — |
| 51 | SQUAREPOINT OPS LLC | 98.4K +98.4K (+100.0%) | 13.07M +13.1M (+100.0%) | 0.27% +0.274 pp | 0.01% +0.014 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 52 | RAYMOND JAMES FINANCIAL INC | 98.0K -16.0K (-14.0%) | 13.02M -4.0M (-23.6%) | 0.27% -0.039 pp | 0.00% -0.001 pp | USD186.26 -28.7% | 5 qtrs — |
| 53 | HRT FINANCIAL LP | 97.0K +97.0K (+100.0%) | 12.88M +12.9M (+100.0%) | 0.27% +0.270 pp | 0.04% +0.041 pp | USD132.80 +0.0% | 6 qtrs — |
| 54 | MARATHON ASSET MANAGEMENT LTD | 87.4K -8.6K (-9.0%) | 11.77M -2.6M (-18.1%) | 0.24% -0.020 pp | 0.45% -0.076 pp | USD169.92 -21.8% | 6 qtrs — |
| 55 | MICHELSON MEDICAL RESEARCH FOUNDATION, INC. | 86.0K +— (+0.0%) | 11.42M -1.4M (-11.2%) | 0.24% +0.004 pp | 11.45% +0.264 pp | USD179.80 -26.1% | 6 qtrs — |
| 56 | IAT REINSURANCE CO LTD. | 84.0K +— (+0.0%) | 11.16M -1.4M (-11.2%) | 0.23% +0.004 pp | 3.27% +0.621 pp | USD135.08 -1.7% | 45 qtrs — |
| 57 | QUANTINNO CAPITAL MANAGEMENT LP | 82.5K +5.9K (+7.7%) | 10.96M -504.9K (-4.4%) | 0.23% +0.020 pp | 0.02% -0.009 pp | USD155.49 -14.6% | 7 qtrs — |
| 58 | ELDRED ROCK PARTNERS, LLC | 80.7K -10.0K (-11.0%) | 10.71M -2.8M (-21.0%) | 0.22% -0.024 pp | 2.78% -0.603 pp | USD149.57 -11.2% | 2 qtrs — |
| 59 | SOAPSTONE MANAGEMENT L.P. | 80.0K -3.0K (-3.6%) | 10.62M -1.8M (-14.4%) | 0.22% -0.005 pp | 7.83% -0.601 pp | USD175.17 -24.2% | 7 qtrs — |
| 60 | NORDEA INVESTMENT MANAGEMENT AB | 78.9K -274.0 (-0.3%) | 10.55M -1.1M (-9.3%) | 0.22% +0.003 pp | 0.01% -0.001 pp | USD215.88 -38.5% | 39 qtrs — |
| 61 | PRINCIPAL FINANCIAL GROUP INC | 77.4K -7.4K (-8.8%) | 10.28M -2.4M (-19.0%) | 0.22% -0.017 pp | 0.01% -0.001 pp | USD231.92 -42.7% | 65 qtrs — |
| 62 | PERRY CREEK CAPITAL LP | 76.2K +— (+0.0%) | 10.13M -1.3M (-11.2%) | 0.21% +0.004 pp | 6.08% -0.525 pp | USD157.13 -15.5% | 3 qtrs — |
| 63 | CEREDEX VALUE ADVISORS LLC | 74.4K +14.8K (+24.9%) | 9.88M +970.1K (+10.9%) | 0.21% +0.044 pp | 0.30% +0.090 pp | USD168.18 -21.0% | 9 qtrs — |
| 64 | CAPITAL INTERNATIONAL, INC./CA/ | 73.6K +3.0K (+4.3%) | 9.77M -780.0K (-7.4%) | 0.20% +0.012 pp | 0.08% -0.008 pp | USD162.53 -18.3% | 7 qtrs — |
| 65 | SWISS NATIONAL BANK | 70.8K -1.2K (-1.7%) | 9.40M -1.4M (-12.7%) | 0.20% +0.000 pp | 0.01% -0.001 pp | USD186.97 -29.0% | 51 qtrs — |
| 66 | GOTHAM ASSET MANAGEMENT, LLC | 69.9K -21.9K (-23.9%) | 9.28M -4.5M (-32.4%) | 0.19% -0.057 pp | 0.03% -0.026 pp | USD153.74 -13.6% | 21 qtrs — |
| 67 | CADENCE BANK | 66.0K -2.3K (-3.4%) | 8.76M -1.5M (-14.3%) | 0.18% -0.003 pp | 0.51% -0.107 pp | USD201.29 -34.0% | 13 qtrs — |
| 68 | FIRETRAIL INVESTMENTS PTY LTD | 64.6K -23.2K (-26.4%) | 8.63M -4.4M (-33.8%) | 0.18% -0.060 pp | 2.83% -0.437 pp | USD157.13 -15.5% | 3 qtrs — |
| 69 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 64.6K -192.0 (-0.3%) | 8.58M -1.1M (-11.5%) | 0.18% +0.003 pp | 0.00% -0.001 pp | USD209.07 -36.5% | 58 qtrs — |
| 70 | MSA ADVISORS, LLC | 60.6K +14.6K (+31.7%) | 8.05M +1.2M (+17.0%) | 0.17% +0.043 pp | 2.02% +0.296 pp | USD149.40 -11.1% | 3 qtrs — |
| 71 | WELLS FARGO & COMPANY/MN | 60.6K -8.9K (-12.8%) | 8.05M -2.3M (-22.6%) | 0.17% -0.022 pp | 0.00% -0.001 pp | USD194.62 -31.8% | 57 qtrs — |
| 72 | SCHONFELD STRATEGIC ADVISORS LLC | 60.3K +60.3K (+100.0%) | 8.00M +8.0M (+100.0%) | 0.17% +0.168 pp | 0.04% +0.036 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 73 | AQR CAPITAL MANAGEMENT LLC | 59.6K +30.4K (+104.0%) | 7.92M +3.8M (+90.1%) | 0.17% +0.086 pp | 0.00% +0.002 pp | USD147.72 -10.1% | 43 qtrs — |
| 74 | HOUND PARTNERS, LLC | 59.4K -15.9K (-21.1%) | 7.89M -3.4M (-29.9%) | 0.17% -0.041 pp | 1.06% -0.385 pp | USD169.23 -21.5% | 7 qtrs — |
| 75 | NEEDHAM INVESTMENT MANAGEMENT LLC | 59.0K +13.0K (+28.3%) | 7.84M +955.0K (+13.9%) | 0.16% +0.038 pp | 0.50% +0.015 pp | USD163.04 -18.5% | 9 qtrs — |
| 76 | NUVEEN, LLC | 58.7K -315.0 (-0.5%) | 7.79M -1.0M (-11.7%) | 0.16% +0.002 pp | 0.00% 0.000 pp | USD160.02 -17.0% | 4 qtrs — |
| 77 | LEGAL & GENERAL GROUP PLC | 58.4K -4.5K (-7.1%) | 7.76M -1.6M (-17.5%) | 0.16% -0.010 pp | 0.00% 0.000 pp | USD234.21 -43.3% | 46 qtrs — |
| 78 | COLONY GROUP, LLC | 57.2K +3.5K (+6.6%) | 7.72M -310.0K (-3.9%) | 0.16% +0.012 pp | 0.01% -0.004 pp | USD184.08 -27.9% | 7 qtrs — |
| 79 | ALLIANCEBERNSTEIN L.P. | 52.9K -5.0K (-8.6%) | 7.03M -1.6M (-18.8%) | 0.15% -0.011 pp | 0.00% -0.001 pp | USD242.34 -45.2% | 61 qtrs — |
| 80 | ENVESTNET ASSET MANAGEMENT INC | 52.4K -5.0K (-8.6%) | 6.96M -1.6M (-18.9%) | 0.15% -0.011 pp | 0.00% 0.000 pp | USD224.86 -40.9% | 42 qtrs — |
| 81 | AQUATIC CAPITAL MANAGEMENT LLC | 51.8K +51.8K (+100.0%) | 6.87M +6.9M (+100.0%) | 0.14% +0.144 pp | 0.20% +0.195 pp | USD132.80 +0.0% | 3 qtrs — |
| 82 | PARALLAX VOLATILITY ADVISERS, L.P. | 50.0K -189.0K (-79.1%) | 6.64M -29.1M (-81.4%) | 0.14% -0.515 pp | 0.01% -0.041 pp | USD156.79 -15.3% | 4 qtrs — |
| 83 | CAMPBELL & CO INVESTMENT ADVISER LLC | 49.8K +49.8K (+100.0%) | 6.61M +6.6M (+100.0%) | 0.14% +0.139 pp | 0.32% +0.317 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 84 | TD ASSET MANAGEMENT INC | 44.8K +3.9K (+9.5%) | 5.95M -169.2K (-2.8%) | 0.12% +0.013 pp | 0.00% 0.000 pp | USD193.23 -31.3% | 37 qtrs — |
| 85 | RETIREMENT SYSTEMS OF ALABAMA | 43.1K -1.8K (-3.9%) | 5.73M -988.2K (-14.7%) | 0.12% -0.003 pp | 0.02% -0.004 pp | USD221.77 -40.1% | 10 qtrs — |
| 86 | QUBE RESEARCH & TECHNOLOGIES LTD | 42.5K +42.5K (+100.0%) | 5.64M +5.6M (+100.0%) | 0.12% +0.118 pp | 0.01% +0.006 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 87 | SOUTH DAKOTA INVESTMENT COUNCIL | 41.8K +2.1K (+5.3%) | 5.55M -386.0K (-6.5%) | 0.12% +0.008 pp | 0.11% -0.010 pp | USD161.84 -17.9% | 7 qtrs — |
| 88 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 41.4K -13.2K (-24.2%) | 5.49M -2.7M (-32.7%) | 0.12% -0.034 pp | 0.08% -0.034 pp | USD149.57 -11.2% | 2 qtrs — |
| 89 | HOLOCENE ADVISORS, LP | 37.5K -8.5K (-18.5%) | 4.98M -1.9M (-27.6%) | 0.10% -0.022 pp | 0.01% -0.005 pp | USD214.62 -38.1% | 18 qtrs — |
| 90 | INVENOMIC CAPITAL MANAGEMENT LP | 36.3K +24.4K (+205.0%) | 4.82M +3.0M (+170.8%) | 0.10% +0.068 pp | 0.22% +0.138 pp | USD141.72 -6.3% | 4 qtrs — |
| 91 | CLEARLINE CAPITAL LP | 35.9K +— (+0.0%) | 4.77M -602.1K (-11.2%) | 0.10% +0.002 pp | 0.24% -0.011 pp | USD153.39 -13.4% | 3 qtrs — |
| 92 | CAPTION MANAGEMENT, LLC | 35.0K +35.0K (+100.0%) | 4.65M +4.6M (+100.0%) | 0.10% +0.098 pp | 0.03% +0.032 pp | USD132.80 +0.0% | 1 qtrs NEW |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 34.5K -118.0 (-0.3%) | 4.58M -595.6K (-11.5%) | 0.10% +0.001 pp | 0.00% -0.001 pp | USD115.80 +14.7% | 52 qtrs — |
| 94 | TWIN TREE MANAGEMENT, LP | 34.1K -15.1K (-30.7%) | 4.53M -2.8M (-38.5%) | 0.10% -0.040 pp | 0.04% +0.009 pp | USD185.14 -28.3% | 8 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Leatherback Long/Short Alternative Yield ETF LBAY | 4.83% | 983.5K | 1.27% |
| 2 | TBG Dividend Focus ETF TBG | 2.36% | 4.06M | 0.59% |
| 3 | Global X - SuperDividend U.S. ETF DIV | 2.18% | 16.66M | 0.45% |
| 4 | ALPS O'Shares U.S. Small-Cap Quality Dividend ETF OUSM | 1.78% | 15.59M | 0.48% |
| 5 | Fidelity High Dividend ETF FDVV | 1.44% | 140.16M | 0.15% |
| 6 | Capital Group U.S. Small and Mid Cap ETF CGMM | 1.32% | 40.99M | 0.51% |
| 7 | ALPS Dynamic US Dividend Advantage ETF RFDA | 1.05% | 919.6K | 0.52% |
| 8 | VictoryShares US Small Cap High Div Volatility Wtd ETF CSB | 0.97% | 2.56M | 0.40% |
| 9 | Fidelity U.S. Dividend for Rising Rates ETF FCRR.TO | 0.89% | 232.6K | 0.39% |
| 10 | Freedom 100 Emerging Markets ETF FRDM | 0.82% | 24.10M | 0.49% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | DeCecco Julie A. | Officer | M-Exempt | A | Common Stock | 73 | 0.00 | — | 1,797 | D | ↗ |
| 2026-03-16 | Korch Angela A | Officer | P-Purchase | A | Common Stock | 190 | 131.85 | 25.1K | 5,539 | D | ↗ |
| 2026-03-16 | KATZ ROBERT A | Director / Officer | P-Purchase | A | Common Stock | 37,500 | 131.81 | 4.94M | 285,312 | D | ↗ |
| 2026-02-01 | Korch Angela A | Officer | M-Exempt | A | Common Stock | 473 | 0.00 | — | 5,584 | D | ↗ |
| 2026-02-01 | BURGOYNE CELESTE | Officer | A-Award | A | Share Appreciation Right | 38,665 | 133.07 | 5.15M | 38,665 | D | ↗ |
| 2026-01-22 | BURGOYNE CELESTE | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2025-11-01 | DeCecco Julie A. | Officer | F-InKind | D | Common Stock | 31 | 148.33 | 4.6K | 1,724 | D | ↗ |
| 2025-10-07 | Korch Angela A | Officer | P-Purchase | A | Common Stock | 210 | 155.00 | 32.6K | 4,905 | D | ↗ |
| 2025-10-06 | Vaughn Peter A | Director | G-Gift | D | Common Stock | 70 | 0.00 | — | 8,784 | D | ↗ |
| 2025-09-30 | Vaughn Peter A | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-30 | Sullivan Gregory Jon | Officer | A-Award | A | Share Appreciation Right | 10,514 | 149.57 | 1.57M | 10,514 | D | ↗ |
| 2025-09-30 | SEWELL D BRUCE | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-30 | SCHNEIDER HILARY | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-30 | Romanow Michele | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-30 | Rock William | Officer | A-Award | A | Share Appreciation Right | 17,305 | 149.57 | 2.59M | 17,305 | D | ↗ |
| 2025-09-30 | Rawlinson Nadia Nicole | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-30 | Kunkel Lynanne | Officer | A-Award | A | Restricted Share Unit | 5,068 | 0.00 | — | 5,068 | D | ↗ |
| 2025-09-30 | Korch Angela A | Officer | A-Award | A | Share Appreciation Right | 23,341 | 149.57 | 3.49M | 23,341 | D | ↗ |
| 2025-09-30 | Knobloch Iris | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-30 | KATZ ROBERT A | Director / Officer | A-Award | A | Share Appreciation Right | 50,899 | 164.53 | 8.37M | 50,899 | D | ↗ |
| 2025-09-30 | Gronberg Nathan Mark | Officer | A-Award | A | Share Appreciation Right | 4,334 | 149.57 | 648.2K | 4,334 | D | ↗ |
| 2025-09-30 | DeCecco Julie A. | Officer | A-Award | A | Share Appreciation Right | 15,421 | 149.57 | 2.31M | 15,421 | D | ↗ |
| 2025-09-30 | DECKER SUSAN L | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-30 | Chambers Reginald | Director | A-Award | A | Restricted Share Unit | 1,563 | 0.00 | — | 1,563 | D | ↗ |
| 2025-09-29 | Sullivan Gregory Jon | Officer | M-Exempt | A | Common Stock | 368 | 0.00 | — | 3,485 | D | ↗ |
| 2025-09-29 | Rock William | Officer | F-InKind | D | Common Stock | 129 | 148.06 | 19.1K | 8,850 | D | ↗ |
| 2025-09-29 | Kunkel Lynanne | Officer | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 8,840 | D | ↗ |
| 2025-09-29 | Korch Angela A | Officer | F-InKind | D | Common Stock | 523 | 148.06 | 77.4K | 4,695 | D | ↗ |
| 2025-09-29 | KATZ ROBERT A | Director / Officer | M-Exempt | A | Common Stock | 897 | 0.00 | — | 247,675 | D | ↗ |
| 2025-09-29 | Gronberg Nathan Mark | Officer | M-Exempt | A | Common Stock | 222 | 0.00 | — | 1,803 | D | ↗ |
| 2025-09-29 | DeCecco Julie A. | Officer | M-Exempt | D | Restricted Share Unit | 309 | 0.00 | — | 0 | D | ↗ |
| 2025-09-27 | Vaughn Peter A | Director | M-Exempt | A | Common Stock | 1,281 | 0.00 | — | 8,854 | D | ↗ |
| 2025-09-27 | Sullivan Gregory Jon | Officer | M-Exempt | A | Common Stock | 695 | 0.00 | — | 2,746 | D | ↗ |
| 2025-09-27 | SORTE JOHN F | Director | M-Exempt | D | Restricted Share Unit | 1,281 | 0.00 | — | 0 | D | ↗ |
| 2025-09-27 | SEWELL D BRUCE | Director | M-Exempt | A | Common Stock | 1,281 | 0.00 | — | 22,155 | D | ↗ |
| 2025-09-27 | SCHNEIDER HILARY | Director | M-Exempt | A | Common Stock | 1,281 | 0.00 | — | 17,111 | D | ↗ |
| 2025-09-27 | Romanow Michele | Director | M-Exempt | D | Restricted Share Unit | 1,281 | 0.00 | — | 0 | D | ↗ |
| 2025-09-27 | Rock William | Officer | M-Exempt | A | Common Stock | 1,144 | 0.00 | — | 8,860 | D | ↗ |
| 2025-09-27 | Rawlinson Nadia Nicole | Director | M-Exempt | A | Common Stock | 1,281 | 0.00 | — | 5,642 | D | ↗ |
| 2025-09-27 | REDMOND JOHN | Director | M-Exempt | A | Common Stock | 1,281 | 0.00 | — | 23,854 | D | ↗ |
| 2025-09-27 | Kunkel Lynanne | Officer | M-Exempt | A | Common Stock | 1,333 | 0.00 | — | 8,193 | D | ↗ |
| 2025-09-27 | Korch Angela A | Officer | M-Exempt | A | Common Stock | 1,543 | 0.00 | — | 4,699 | D | ↗ |
| 2025-09-27 | Knobloch Iris | Director | M-Exempt | A | Common Stock | 1,281 | 0.00 | — | 1,959 | D | ↗ |
| 2025-09-27 | KATZ ROBERT A | Director / Officer | M-Exempt | A | Common Stock | 1,148 | 0.00 | — | 247,109 | D | ↗ |
| 2025-09-27 | Gronberg Nathan Mark | Officer | M-Exempt | A | Common Stock | 344 | 0.00 | — | 1,489 | D | ↗ |
| 2025-09-27 | DeCecco Julie A. | Officer | M-Exempt | A | Common Stock | 586 | 0.00 | — | 1,314 | D | ↗ |
| 2025-09-27 | DECKER SUSAN L | Director | M-Exempt | A | Common Stock | 1,281 | 0.00 | — | 9,389 | D | ↗ |
| 2025-09-27 | Chambers Reginald | Director | M-Exempt | D | Restricted Share Unit | 1,281 | 0.00 | — | 0 | D | ↗ |
| 2025-06-20 | Korch Angela A | Officer | P-Purchase | A | Common Stock | 200 | 157.00 | 31.4K | 3,156 | D | ↗ |
| 2025-06-09 | Rock William | Officer | M-Exempt | A | Common Stock | 2,112 | 107.42 | 226.9K | 9,366 | D | ↗ |
| 2025-06-04 | KATZ ROBERT A | Director / Officer | A-Award | A | Restricted Share Unit | 6,144 | 0.00 | — | 6,144 | D | ↗ |
| 2025-05-01 | Goldstein Courtney K. | Officer | M-Exempt | D | Restricted Share Unit | 430 | 0.00 | — | 861 | D | ↗ |
| 2025-05-01 | DeCecco Julie A. | Officer | F-InKind | D | Common Stock | 21 | 139.82 | 2.9K | 728 | D | ↗ |
| 2025-03-13 | Korch Angela A | Officer | P-Purchase | A | Common Stock | 185 | 160.00 | 29.6K | 2,956 | D | ↗ |
| 2025-03-11 | Chambers Reginald | Director | M-Exempt | A | Common Stock | 564 | 0.00 | — | 564 | D | ↗ |
| 2025-02-02 | Knobloch Iris | Director | M-Exempt | D | Restricted Share Unit | 678 | 0.00 | — | 0 | D | ↗ |
| 2025-02-01 | Korch Angela A | Officer | M-Exempt | A | Common Stock | 408 | 0.00 | — | 2,595 | D | ↗ |
| 2024-12-16 | Vaughn Peter A | Director | S-Sale | D | Common Stock | 922 | 191.95 | 177.0K | 7,651 | D | ↗ |
| 2024-12-05 | Kunkel Lynanne | Officer | — | — | Share Appreciation Right | 1,873 | 199.79 | 374.2K | 0 | D | ↗ |
| 2024-11-01 | DeCecco Julie A. | Officer | A-Award | A | Share Appreciation Right | 1,160 | 165.79 | 192.3K | 1,160 | D | ↗ |
| 2024-10-03 | Korch Angela A | Officer | P-Purchase | A | Common Stock | 165 | 173.10 | 28.6K | 2,187 | D | ↗ |
| 2024-10-02 | SORTE JOHN F | Director | S-Sale | D | Common Stock | 1,670 | 173.07 | 289.0K | 45,111 | D | ↗ |
| 2024-10-02 | KATZ ROBERT A | Director / Officer | S-Sale | D | Common Stock | 6,700 | 175.69 | 1.18M | 248,557 | D | ↗ |
| 2024-10-01 | KATZ ROBERT A | Director / Officer | M-Exempt | D | Share Appreciation Right | 42,385 | 134.28 | 5.69M | 0 | D | ↗ |
| 2024-09-29 | Vaughn Peter A | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 8,573 | D | ↗ |
| 2024-09-29 | Sullivan Gregory Jon | Officer | M-Exempt | D | Restricted Share Unit | 368 | 0.00 | — | 736 | D | ↗ |
| 2024-09-29 | SORTE JOHN F | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 46,781 | D | ↗ |
| 2024-09-29 | SEWELL D BRUCE | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 20,874 | D | ↗ |
| 2024-09-29 | SCHNEIDER HILARY | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 15,830 | D | ↗ |
| 2024-09-29 | Romanow Michele | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 7,054 | D | ↗ |
| 2024-09-29 | Rock William | Officer | M-Exempt | D | Restricted Share Unit | 448 | 0.00 | — | 448 | D | ↗ |
| 2024-09-29 | Rawlinson Nadia Nicole | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 4,361 | D | ↗ |
| 2024-09-29 | REDMOND JOHN | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 22,573 | D | ↗ |
| 2024-09-29 | Lynch Kirsten A. | Director / Officer | M-Exempt | D | Restricted Share Unit | 4,002 | 0.00 | — | 8,006 | D | ↗ |
| 2024-09-29 | Korch Angela A | Officer | M-Exempt | D | Restricted Share Unit | 1,195 | 0.00 | — | 2,391 | D | ↗ |
| 2024-09-29 | KATZ ROBERT A | Director / Officer | F-InKind | D | Common Stock | 278 | 180.61 | 50.2K | 245,461 | D | ↗ |
| 2024-09-29 | Gronberg Nathan Mark | Officer | M-Exempt | D | Restricted Share Unit | 222 | 0.00 | — | 444 | D | ↗ |
| 2024-09-29 | DeCecco Julie A. | Officer | M-Exempt | D | Restricted Share Unit | 308 | 0.00 | — | 309 | D | ↗ |
| 2024-09-29 | DECKER SUSAN L | Director | M-Exempt | A | Common Stock | 1,031 | 0.00 | — | 8,108 | D | ↗ |
| 2024-09-27 | Vaughn Peter A | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | Sullivan Gregory Jon | Officer | A-Award | A | Share Appreciation Right | 7,693 | 180.61 | 1.39M | 7,693 | D | ↗ |
| 2024-09-27 | SORTE JOHN F | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | SEWELL D BRUCE | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | SCHNEIDER HILARY | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | Romanow Michele | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | Rock William | Officer | A-Award | A | Restricted Share Unit | 3,433 | 0.00 | — | 3,433 | D | ↗ |
| 2024-09-27 | Rawlinson Nadia Nicole | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | REDMOND JOHN | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | Lynch Kirsten A. | Director / Officer | A-Award | A | Restricted Share Unit | 15,506 | 0.00 | — | 15,506 | D | ↗ |
| 2024-09-27 | Korch Angela A | Officer | A-Award | A | Restricted Share Unit | 4,631 | 0.00 | — | 4,631 | D | ↗ |
| 2024-09-27 | Knobloch Iris | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | KATZ ROBERT A | Director / Officer | A-Award | A | Share Appreciation Right | 12,706 | 180.61 | 2.29M | 12,706 | D | ↗ |
| 2024-09-27 | Gronberg Nathan Mark | Officer | A-Award | A | Share Appreciation Right | 3,171 | 180.61 | 572.7K | 3,171 | D | ↗ |
| 2024-09-27 | Goldstein Courtney K. | Officer | A-Award | A | Share Appreciation Right | 8,728 | 180.61 | 1.58M | 8,728 | D | ↗ |
| 2024-09-27 | DeCecco Julie A. | Officer | A-Award | A | Restricted Share Unit | 1,758 | 0.00 | — | 1,758 | D | ↗ |
| 2024-09-27 | DECKER SUSAN L | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-27 | Chambers Reginald | Director | A-Award | A | Restricted Share Unit | 1,281 | 0.00 | — | 1,281 | D | ↗ |
| 2024-09-24 | Sullivan Gregory Jon | Officer | M-Exempt | D | Restricted Share Unit | 184 | 0.00 | — | 0 | D | ↗ |
| 2024-09-24 | Rock William | Officer | M-Exempt | D | Restricted Share Unit | 246 | 0.00 | — | 0 | D | ↗ |
| 2024-09-24 | Lynch Kirsten A. | Director / Officer | M-Exempt | A | Common Stock | 2,209 | 0.00 | — | 32,263 | D | ↗ |
| 2024-09-24 | KATZ ROBERT A | Director / Officer | M-Exempt | A | Common Stock | 491 | 0.00 | — | 244,985 | D | ↗ |
| 2024-09-24 | Gronberg Nathan Mark | Officer | M-Exempt | A | Common Stock | 123 | 0.00 | — | 833 | D | ↗ |
| 2024-09-24 | DeCecco Julie A. | Officer | M-Exempt | D | Restricted Share Unit | 245 | 0.00 | — | 0 | D | ↗ |
| 2024-06-12 | Vaughn Peter A | Director | G-Gift | D | Common Stock | 50 | 0.00 | — | 7,542 | — | ↗ |
| 2024-06-10 | Korch Angela A | Officer | P-Purchase | A | Common Stock | 575 | 176.20 | 101.3K | 1,171 | — | ↗ |
| 2024-05-01 | Goldstein Courtney K. | Officer | A-Award | A | Share Appreciation Right | 2,328 | 191.17 | 445.0K | 2,328 | — | ↗ |
| 2024-05-01 | DeCecco Julie A. | Officer | A-Award | A | Share Appreciation Right | 883 | 191.17 | 168.8K | 883 | — | ↗ |
| 2024-04-29 | Goldstein Courtney K. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-03-13 | Vaughn Peter A | Director | S-Sale | D | Common Stock | 1,000 | 222.77 | 222.8K | 7,592 | — | ↗ |
| 2024-03-11 | Chambers Reginald | Director | A-Award | A | Restricted Share Unit | 564 | 0.00 | — | 564 | — | ↗ |
| 2024-02-15 | DeCecco Julie A. | Officer | — | D | Share Appreciation Right | 2,337 | 213.55 | 499.1K | 0 | — | ↗ |
| 2024-02-02 | Knobloch Iris | Director | A-Award | A | Restricted Share Unit | 678 | 0.00 | — | 678 | — | ↗ |
| 2024-02-01 | Korch Angela A | Officer | M-Exempt | A | Common Stock | 408 | 0.00 | — | 717 | — | ↗ |
| 2023-12-20 | SCHNEIDER HILARY | Director | S-Sale | D | Common Stock | 2,565 | 226.40 | 580.7K | 14,799 | — | ↗ |
| 2023-09-29 | Vaughn Peter A | Director | M-Exempt | D | Restricted Share Unit | 1,071 | 0.00 | — | 0 | — | ↗ |
| 2023-09-29 | Sullivan Gregory Jon | Officer | A-Award | A | Share Appreciation Right | 3,663 | 221.89 | 812.8K | 3,663 | — | ↗ |
| 2023-09-29 | Shapiro David T | Officer | M-Exempt | D | Restricted Share Unit | 1,463 | 0.00 | — | 2,927 | — | ↗ |
| 2023-09-29 | SORTE JOHN F | Director | M-Exempt | D | Restricted Share Unit | 1,071 | 0.00 | — | 0 | — | ↗ |
| 2023-09-29 | SEWELL D BRUCE | Director | M-Exempt | A | Common Stock | 1,071 | 0.00 | — | 19,843 | — | ↗ |
| 2023-09-29 | SCHNEIDER HILARY | Director | A-Award | A | Restricted Share Unit | 1,031 | 0.00 | — | 1,031 | — | ↗ |
| 2023-09-29 | Romanow Michele | Director | M-Exempt | A | Common Stock | 1,071 | 0.00 | — | 6,023 | — | ↗ |
| 2023-09-29 | Rock William | Officer | A-Award | A | Share Appreciation Right | 8,348 | 221.89 | 1.85M | 8,348 | — | ↗ |
| 2023-09-29 | Rawlinson Nadia Nicole | Director | M-Exempt | D | Restricted Share Unit | 1,071 | 0.00 | — | 0 | — | ↗ |
| 2023-09-29 | REDMOND JOHN | Director | A-Award | A | Restricted Share Unit | 1,031 | 0.00 | — | 1,031 | — | ↗ |
| 2023-09-29 | Lynch Kirsten A. | Director / Officer | F-InKind | D | Common Stock | 1,765 | 221.89 | 391.6K | 30,054 | — | ↗ |
| 2023-09-29 | Korch Angela A | Officer | A-Award | A | Share Appreciation Right | 11,894 | 221.89 | 2.64M | 11,894 | — | ↗ |
| 2023-09-29 | KATZ ROBERT A | Director / Officer | A-Award | A | Restricted Share Unit | 2,668 | 0.00 | — | 2,668 | — | ↗ |
| 2023-09-29 | Gronberg Nathan Mark | Officer | M-Exempt | D | Restricted Share Unit | 268 | 0.00 | — | 537 | — | ↗ |
| 2023-09-29 | DECKER SUSAN L | Director | M-Exempt | A | Common Stock | 1,071 | 0.00 | — | 7,077 | — | ↗ |
| 2023-09-29 | Bennett Ryan | Officer | F-InKind | D | Common Stock | 183 | 221.89 | 40.6K | 2,162 | — | ↗ |
| 2023-09-25 | Sullivan Gregory Jon | Officer | M-Exempt | D | Restricted Share Unit | 96 | 0.00 | — | 0 | — | ↗ |
| 2023-09-25 | Shapiro David T | Officer | M-Exempt | D | Restricted Share Unit | 832 | 0.00 | — | 0 | — | ↗ |
| 2023-09-25 | Rock William | Officer | M-Exempt | D | Restricted Share Unit | 114 | 0.00 | — | 0 | — | ↗ |
| 2023-09-25 | Lynch Kirsten A. | Director / Officer | M-Exempt | D | Restricted Share Unit | 1,135 | 0.00 | — | 0 | — | ↗ |
| 2023-09-25 | KATZ ROBERT A | Director / Officer | M-Exempt | A | Common Stock | 1,565 | 0.00 | — | 244,516 | — | ↗ |
| 2023-09-25 | Bennett Ryan | Officer | M-Exempt | D | Restricted Share Unit | 257 | 0.00 | — | 0 | — | ↗ |
| 2023-09-24 | Sullivan Gregory Jon | Officer | F-InKind | D | Common Stock | 53 | 244.26 | 12.9K | 1,062 | — | ↗ |
| 2023-09-24 | Shapiro David T | Officer | M-Exempt | D | Restricted Share Unit | 755 | 0.00 | — | 755 | — | ↗ |
| 2023-09-24 | Rock William | Officer | M-Exempt | A | Common Stock | 245 | 0.00 | — | 5,834 | — | ↗ |
| 2023-09-24 | Lynch Kirsten A. | Director / Officer | M-Exempt | D | Restricted Share Unit | 2,209 | 0.00 | — | 2,209 | — | ↗ |
| 2023-09-24 | KATZ ROBERT A | Director / Officer | F-InKind | D | Common Stock | 142 | 244.26 | 34.7K | 242,951 | — | ↗ |
| 2023-09-24 | Gronberg Nathan Mark | Officer | M-Exempt | A | Common Stock | 122 | 0.00 | — | 495 | — | ↗ |
| 2023-09-24 | Bennett Ryan | Officer | F-InKind | D | Common Stock | 89 | 244.26 | 21.7K | 1,529 | — | ↗ |
| 2023-07-31 | DECKER SUSAN L | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-05-01 | Rock William | Officer | — | D | Share Appreciation Right | 4,288 | 236.15 | 1.01M | 0 | — | ↗ |
| 2023-02-01 | Korch Angela A | Officer | A-Award | A | Share Appreciation Right | 5,000 | 262.31 | 1.31M | 5,000 | — | ↗ |
| 2022-12-22 | Korch Angela A | — | — | — | — | — | — | — | 0 | — | ↗ |
| 2022-12-12 | Barkin Michael Z | Officer | F-InKind | D | Common Stock | 11,787 | 257.61 | 3.04M | 20,374 | — | ↗ |
| 2022-09-29 | Vaughn Peter A | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | Sullivan Gregory Jon | Officer | A-Award | A | Restricted Share Unit | 1,113 | 0.00 | — | 1,113 | — | ↗ |
| 2022-09-29 | Shapiro David T | Officer | A-Award | A | Share Appreciation Right | 15,287 | 0.00 | — | 15,287 | — | ↗ |
| 2022-09-29 | SORTE JOHN F | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | SEWELL D BRUCE | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | SCHNEIDER HILARY | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | Romanow Michele | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | Rawlinson Nadia Nicole | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | REDMOND JOHN | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | O'Donnell James C. | Officer | A-Award | A | Share Appreciation Right | 11,753 | 0.00 | — | 11,753 | — | ↗ |
| 2022-09-29 | Lynch Kirsten A. | Director / Officer | A-Award | A | Share Appreciation Right | 47,125 | 0.00 | — | 47,125 | — | ↗ |
| 2022-09-29 | KATZ ROBERT A | Officer | A-Award | A | Share Appreciation Right | 9,365 | 0.00 | — | 9,365 | — | ↗ |
| 2022-09-29 | Gronberg Nathan Mark | Officer | F-InKind | D | Common Stock | 26 | 213.55 | 5.6K | 373 | — | ↗ |
| 2022-09-29 | DECKER SUSAN L | Director | A-Award | A | Restricted Share Unit | 1,071 | 0.00 | — | 1,071 | — | ↗ |
| 2022-09-29 | Bennett Ryan | Officer | A-Award | A | Share Appreciation Right | 6,626 | 0.00 | — | 6,626 | — | ↗ |
| 2022-09-25 | Sullivan Gregory Jon | Officer | M-Exempt | D | Restricted Share Unit | 97 | 0.00 | — | 0 | — | ↗ |
| 2022-09-25 | Shapiro David T | Officer | M-Exempt | A | Common Stock | 795 | 0.00 | — | 4,885 | — | ↗ |
| 2022-09-25 | O'Donnell James C. | Officer | M-Exempt | A | Common Stock | 556 | 0.00 | — | 8,644 | — | ↗ |
| 2022-09-25 | Lynch Kirsten A. | Director / Officer | M-Exempt | A | Common Stock | 1,134 | 0.00 | — | 25,633 | — | ↗ |
| 2022-09-25 | KATZ ROBERT A | Director / Officer | M-Exempt | D | Restricted Share Unit | 1,565 | 0.00 | — | 1,565 | — | ↗ |
| 2022-09-25 | Gronberg Nathan Mark | Officer | F-InKind | D | Common Stock | 25 | 208.17 | 5.2K | 312 | — | ↗ |
| 2022-09-25 | Bennett Ryan | Officer | M-Exempt | D | Restricted Share Unit | 257 | 0.00 | — | 257 | — | ↗ |
| 2022-09-25 | Barkin Michael Z | Officer | M-Exempt | D | Restricted Share Unit | 1,134 | 0.00 | — | 1,135 | — | ↗ |
| 2022-09-24 | Vaughn Peter A | Director | M-Exempt | A | Common Stock | 599 | 0.00 | — | 7,521 | — | ↗ |
| 2022-09-24 | Sullivan Gregory Jon | Officer | M-Exempt | A | Common Stock | 184 | 0.00 | — | 849 | — | ↗ |
| 2022-09-24 | Shapiro David T | Officer | F-InKind | D | Common Stock | 218 | 208.17 | 45.4K | 3,500 | — | ↗ |
| 2022-09-24 | SORTE JOHN F | Director | M-Exempt | A | Common Stock | 599 | 0.00 | — | 44,679 | — | ↗ |
| 2022-09-24 | SEWELL D BRUCE | Director | M-Exempt | A | Common Stock | 599 | 0.00 | — | 18,772 | — | ↗ |
| 2022-09-24 | SCHNEIDER HILARY | Director | M-Exempt | D | Restricted Share Unit | 599 | 0.00 | — | 0 | — | ↗ |
| 2022-09-24 | Romanow Michele | Director | M-Exempt | A | Common Stock | 599 | 0.00 | — | 4,952 | — | ↗ |
| 2022-09-24 | Rawlinson Nadia Nicole | Director | M-Exempt | A | Common Stock | 599 | 0.00 | — | 2,259 | — | ↗ |
| 2022-09-24 | REDMOND JOHN | Director | M-Exempt | A | Common Stock | 599 | 0.00 | — | 20,471 | — | ↗ |
| 2022-09-24 | O'Donnell James C. | Officer | M-Exempt | A | Common Stock | 615 | 0.00 | — | 7,877 | — | ↗ |
| 2022-09-24 | Lynch Kirsten A. | Director / Officer | M-Exempt | A | Common Stock | 2,208 | 0.00 | — | 25,276 | — | ↗ |
| 2022-09-24 | KATZ ROBERT A | Director / Officer | M-Exempt | A | Common Stock | 490 | 0.00 | — | 240,591 | — | ↗ |
| 2022-09-24 | Gronberg Nathan Mark | Officer | M-Exempt | A | Common Stock | 122 | 0.00 | — | 287 | — | ↗ |
| 2022-09-24 | DECKER SUSAN L | Director | M-Exempt | A | Common Stock | 599 | 0.00 | — | 6,082 | — | ↗ |
| 2022-09-24 | Bennett Ryan | Officer | M-Exempt | A | Common Stock | 309 | 0.00 | — | 1,153 | — | ↗ |
| 2022-09-24 | Barkin Michael Z | Officer | M-Exempt | A | Common Stock | 935 | 0.00 | — | 18,059 | — | ↗ |
| 2022-07-31 | SCHNEIDER HILARY | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-07-31 | Barkin Michael Z | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-05-01 | Bennett Ryan | Officer | F-InKind | D | Common Stock | 79 | 254.16 | 20.1K | 844 | — | ↗ |
| 2022-02-01 | Gronberg Nathan Mark | Officer | F-InKind | D | Common Stock | 24 | 278.37 | 6.7K | 165 | — | ↗ |
| 2021-12-16 | SCHNEIDER HILARY | Director | S-Sale | D | Common Stock | 4,000 | 318.22 | 1.27M | 16,694 | — | ↗ |
| 2021-12-13 | SORTE JOHN F | Director | S-Sale | D | Common Stock | 503 | 337.68 | 169.9K | 44,080 | — | ↗ |
| 2021-12-13 | KATZ ROBERT A | Director / Officer | M-Exempt | D | Share Appreciation Right | 81,340 | 86.23 | 7.01M | 0 | — | ↗ |
| 2021-12-13 | Barkin Michael Z | Officer | M-Exempt | A | Common Stock | 6,198 | 160.56 | 995.2K | 24,522 | — | ↗ |
| 2021-11-01 | Bennett Ryan | Officer | — | D | Restricted Share Unit | 927 | 0.00 | — | 0 | — | ↗ |
| 2021-09-29 | Vaughn Peter A | Director | S-Sale | D | Common Stock | 975 | 343.77 | 335.2K | 6,922 | — | ↗ |
| 2021-09-29 | Gronberg Nathan Mark | Officer | M-Exempt | A | Common Stock | 87 | 0.00 | — | 322 | — | ↗ |
| 2021-09-28 | O'Donnell James C. | Officer | S-Sale | D | Common Stock | 200 | 345.50 | 69.1K | 7,262 | — | ↗ |
| 2021-09-27 | Sullivan Gregory Jon | Officer | M-Exempt | A | Common Stock | 288 | 0.00 | — | 748 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Kirsten A. Lynch Former Chief Executive Officer | 1.12M | — | 2.53M | — | 862.2K | 2.45M | 9.50M | 26.64% | ↗ |
| 2 | 2025 | Robert A. Katz Chairperson of the Board and Chief Executive Officer | 1.12M | — | 1.41M | — | — | 17.3K | 3.95M | 35.57% | ↗ |
| 3 | 2025 | Angela A. Korch Executive Vice President and Chief Financial Officer | 607.2K | — | 755.8K | — | 419.3K | 26.0K | 2.56M | 29.48% | ↗ |
| 4 | 2025 | Lynanne Kunkel Executive Vice President, Chief Human Resources Officer & Chief Transformation Officer | 566.4K | — | 652.9K | — | 391.7K | 42.7K | 2.31M | 28.31% | ↗ |
| 5 | 2025 | William C. Rock President - Mountain Division | 555.2K | — | 560.3K | — | 386.6K | 18.6K | 2.08M | 26.93% | ↗ |
| 6 | 2025 | Julie A. DeCecco Executive Vice President, General Counsel and Chief Public Affairs Officer | 549.2K | — | 334.0K | — | 259.4K | 18.1K | 1.49M | 22.35% | ↗ |
| 7 | 2024 | Kirsten A. Lynch Chief Executive Officer | 1.09M | — | 4.91M | — | 259.2K | 29.6K | 6.29M | 78.12% | ↗ |
| 8 | 2024 | Kirsten A. Lynch Former Chief Executive Officer | 1.09M | — | 2.46M | — | 259.2K | 29.6K | 6.29M | 39.06% | ↗ |
| 9 | 2024 | Robert A. Katz Executive Chairperson and Former Chief Executive Officer | 1.09M | — | 1.09M | — | — | 23.5K | 2.20M | 49.57% | ↗ |
| 10 | 2024 | Robert A. Katz Chairperson of the Board and Chief Executive Officer | 1.09M | — | 545.9K | — | — | 23.5K | 2.20M | 24.79% | ↗ |
| 11 | 2024 | Angela A. Korch Executive Vice President and Chief Financial Officer | 583.8K | — | 733.7K | — | 105.1K | 27.0K | 2.18M | 33.61% | ↗ |
| 12 | 2024 | David T. Shapiro Former Executive Vice President, General Counsel and Secretary | 371.4K | — | 1.78M | — | — | 9.1K | 2.16M | 82.40% | ↗ |
| 13 | 2024 | William C. Rock President - Mountain Division | 512.7K | — | 515.0K | — | 91.7K | 18.6K | 1.65M | 31.16% | ↗ |
| 14 | 2024 | Gregory J. Sullivan Executive Vice President, Retail/Rental and Hospitality | 438.7K | — | 451.8K | — | 52.3K | 32.9K | 975.7K | 46.30% | ↗ |
| 15 | 2023 | Kirsten A. Lynch Chief Executive Officer | 1.05M | — | 4.77M | — | 331.3K | 43.5K | 6.20M | 76.99% | ↗ |
| 16 | 2023 | Kirsten A. Lynch Former Chief Executive Officer | 1.05M | — | 2.38M | — | 331.3K | 43.5K | 6.20M | 38.50% | ↗ |
| 17 | 2023 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 604.2K | — | 1.73M | — | 95.2K | 30.2K | 2.46M | 70.34% | ↗ |
| 18 | 2023 | David T. Shapiro Former Executive Vice President, General Counsel and Secretary | 604.2K | — | 1.73M | — | 95.2K | 30.2K | 2.46M | 70.34% | ↗ |
| 19 | 2023 | James. C. O’Donnell Former President - Mountain Division | 347.3K | — | 1.33M | — | — | 598.6K | 2.28M | 58.44% | ↗ |
| 20 | 2023 | Robert A. Katz Executive Chairperson and Former Chief Executive Officer | 1.05M | — | 1.06M | — | — | 23.1K | 2.13M | 49.67% | ↗ |
| 21 | 2023 | Robert A. Katz Chairperson of the Board and Chief Executive Officer | 1.05M | — | 530.0K | — | — | 23.1K | 2.13M | 24.84% | ↗ |
| 22 | 2023 | Angela A. Korch Executive Vice President and Chief Financial Officer | 323.7K | — | 347.6K | — | 86.4K | 22.1K | 1.43M | 24.36% | ↗ |
| 23 | 2023 | Ryan Bennett Former Senior Vice President and Chief Marketing Officer | 461.6K | — | 749.8K | — | 62.8K | 27.8K | 1.30M | 57.59% | ↗ |
| 24 | 2023 | Michael Z. Barkin Former Executive Vice President and Chief Financial Officer | 287.3K | — | — | — | — | 4.8K | 292.1K | 0.00% | ↗ |
| 25 | 2022 | Kirsten A. Lynch Chief Executive Officer | 886.0K | — | 4.50M | — | 1.19M | 35.4K | 6.61M | 68.08% | ↗ |
| 26 | 2022 | Michael Z. Barkin Former Executive Vice President and Chief Financial Officer | 614.9K | — | 1.91M | — | 557.0K | 33.5K | 3.11M | 61.26% | ↗ |
| 27 | 2022 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 614.9K | — | 952.9K | — | 557.0K | 33.5K | 3.11M | 30.63% | ↗ |
| 28 | 2022 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 564.5K | — | 1.54M | — | 341.6K | 27.6K | 2.47M | 62.22% | ↗ |
| 29 | 2022 | David T. Shapiro Former Executive Vice President, General Counsel and Secretary | 564.5K | — | 1.54M | — | 341.6K | 27.6K | 2.47M | 62.22% | ↗ |
| 30 | 2022 | James. C. O’Donnell Former President - Mountain Division | 532.9K | — | 1.25M | — | 481.3K | 28.8K | 2.30M | 54.61% | ↗ |
| 31 | 2022 | James. C. O’Donnell President - Mountain Division | 532.9K | — | 627.4K | — | 481.3K | 28.8K | 2.30M | 27.31% | ↗ |
| 32 | 2022 | Robert A. Katz Executive Chairperson and Former Chief Executive Officer | 1.00M | — | 999.8K | — | — | 22.3K | 2.02M | 49.44% | ↗ |
| 33 | 2022 | Ryan Bennett Senior Vice President and Chief Marketing Officer | 374.3K | — | 315.0K | — | 202.0K | 15.4K | 1.22M | 25.79% | ↗ |
| 34 | 2022 | Ryan Bennett Former Senior Vice President and Chief Marketing Officer | 374.3K | — | 629.8K | — | 202.0K | 15.4K | 1.22M | 51.56% | ↗ |
| 35 | 2021 | Robert A. Katz Executive Chairperson and Former Chief Executive Officer | 809.4K | — | 2.97M | — | — | 33.6K | 3.81M | 77.90% | ↗ |
| 36 | 2021 | Robert A. Katz Chairman and Chief Executive Officer | 809.4K | — | 2.97M | — | — | 33.6K | 3.81M | 77.90% | ↗ |
| 37 | 2021 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 541.9K | — | 1.88M | — | — | 33.0K | 2.46M | 76.63% | ↗ |
| 38 | 2021 | Kirsten A. Lynch Chief Executive Officer | 541.9K | — | 1.88M | — | — | 33.0K | 2.46M | 76.63% | ↗ |
| 39 | 2021 | Michael Z. Barkin Former Executive Vice President and Chief Financial Officer | 541.9K | — | 1.88M | — | — | 20.4K | 2.45M | 77.02% | ↗ |
| 40 | 2021 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 541.9K | — | 1.13M | — | — | 20.4K | 2.45M | 46.36% | ↗ |
| 41 | 2021 | Patricia A. Campbell Former President - Mountain Division, current Senior Advisor - Mountain Division | 541.9K | — | 1.88M | — | — | 12.7K | 2.44M | 77.26% | ↗ |
| 42 | 2021 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 497.6K | — | 1.10M | — | 232.9K | 16.1K | 1.85M | 59.57% | ↗ |
| 43 | 2021 | James. C. O’Donnell Former President - Mountain Division | 431.1K | — | 724.5K | — | 221.2K | 13.6K | 1.39M | 52.11% | ↗ |
| 44 | 2021 | James. C. O’Donnell President - Mountain Division | 431.1K | — | 362.2K | — | 221.2K | 13.6K | 1.39M | 26.05% | ↗ |
| 45 | 2020 | Robert A. Katz Executive Chairperson and Former Chief Executive Officer | 688.5K | — | 1.03M | — | — | 31.4K | 2.79M | 37.10% | ↗ |
| 46 | 2020 | Robert A. Katz Chairman and Chief Executive Officer | 688.5K | — | 2.07M | — | — | 31.4K | 2.79M | 74.19% | ↗ |
| 47 | 2020 | Patricia A. Campbell President - Mountain Division | 522.5K | — | 1.50M | — | — | 11.1K | 2.03M | 73.77% | ↗ |
| 48 | 2020 | Patricia A. Campbell Former President - Mountain Division, current Senior Advisor - Mountain Division | 522.5K | — | 1.50M | — | — | 11.1K | 2.03M | 73.77% | ↗ |
| 49 | 2020 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 522.5K | — | 1.50M | — | — | 8.2K | 2.03M | 73.87% | ↗ |
| 50 | 2020 | Kirsten A. Lynch Chief Executive Officer | 522.5K | — | 750.4K | — | — | 8.2K | 2.03M | 36.94% | ↗ |
| 51 | 2020 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 522.5K | — | 750.4K | — | — | 7.6K | 2.03M | 36.95% | ↗ |
| 52 | 2020 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 483.0K | — | 517.4K | — | — | 6.8K | 1.52M | 33.94% | ↗ |
| 53 | 2019 | Robert A. Katz Chairman and Chief Executive Officer | 961.9K | — | 2.32M | — | 316.1K | 30.8K | 3.62M | 63.89% | ↗ |
| 54 | 2019 | Patricia A. Campbell President - Mountain Division | 540.4K | — | 1.50M | — | 269.4K | 11.1K | 2.32M | 64.63% | ↗ |
| 55 | 2019 | Patricia A. Campbell Former President - Mountain Division, current Senior Advisor - Mountain Division | 540.4K | — | 1.50M | — | 269.4K | 11.1K | 2.32M | 64.63% | ↗ |
| 56 | 2019 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 540.4K | — | 1.50M | — | 269.4K | 11.1K | 2.32M | 64.63% | ↗ |
| 57 | 2019 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 540.4K | — | 1.50M | — | 269.4K | 9.3K | 2.32M | 64.68% | ↗ |
| 58 | 2019 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 486.4K | — | 1.05M | — | 163.3K | 14.2K | 1.71M | 61.26% | ↗ |
| 59 | 2018 | Robert A. Katz Chairman and Chief Executive Officer | 929.4K | — | 2.21M | — | 210.0K | 29.2K | 3.38M | 65.41% | ↗ |
| 60 | 2018 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 490.4K | — | 1.23M | — | 168.4K | 9.0K | 1.90M | 64.87% | ↗ |
| 61 | 2018 | Patricia A. Campbell President - Mountain Division | 490.4K | — | 1.10M | — | 168.4K | 12.0K | 1.77M | 62.12% | ↗ |
| 62 | 2018 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 490.4K | — | 1.10M | — | 168.4K | 10.9K | 1.77M | 62.15% | ↗ |
| 63 | 2018 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 426.7K | — | 699.9K | — | 96.4K | 23.1K | 1.25M | 56.17% | ↗ |
| 64 | 2017 | Robert A. Katz Chairman and Chief Executive Officer | 899.1K | — | 4.47M | — | 423.9K | 31.6K | 5.83M | 76.76% | ↗ |
| 65 | 2017 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 442.6K | — | 932.8K | — | 295.5K | 8.8K | 1.68M | 55.54% | ↗ |
| 66 | 2017 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 442.6K | — | 799.9K | — | 295.5K | 11.0K | 1.55M | 51.64% | ↗ |
| 67 | 2017 | Patricia A. Campbell President - Mountain Division | 440.8K | — | 799.9K | — | 295.5K | 12.6K | 1.55M | 51.65% | ↗ |
| 68 | 2017 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 409.0K | — | 549.9K | — | 194.6K | 26.7K | 1.18M | 46.59% | ↗ |
| 69 | 2016 | Robert A. Katz Chairman and Chief Executive Officer | 869.3K | — | 4.58M | — | 671.6K | 28.0K | 6.15M | 74.50% | ↗ |
| 70 | 2016 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 399.9K | — | 1.07M | — | 308.9K | 10.9K | 1.79M | 59.81% | ↗ |
| 71 | 2016 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 375.8K | — | 1.09M | — | 289.1K | 13.1K | 1.77M | 61.67% | ↗ |
| 72 | 2016 | Patricia A. Campbell President—Mountain Division | 390.0K | — | 1.05M | — | 299.9K | 12.9K | 1.75M | 59.90% | ↗ |
| 73 | 2016 | Patricia A. Campbell President - Mountain Division | 390.0K | — | 1.05M | — | 299.9K | 12.9K | 1.75M | 59.90% | ↗ |
| 74 | 2016 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 399.9K | — | 670.8K | — | 308.9K | 8.9K | 1.39M | 48.31% | ↗ |
| 75 | 2015 | Robert A. Katz Chairman and Chief Executive Officer | 846.3K | — | 4.12M | — | 341.3K | 34.7K | 5.34M | 77.13% | ↗ |
| 76 | 2015 | Blaise T. Carrig President—Mountain Division | 427.8K | — | 858.9K | — | 207.0K | 17.6K | 1.51M | 56.83% | ↗ |
| 77 | 2015 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 382.2K | — | 649.9K | — | 157.0K | 19.8K | 1.21M | 53.76% | ↗ |
| 78 | 2015 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 383.0K | — | 649.9K | — | 157.0K | 11.2K | 1.20M | 54.11% | ↗ |
| 79 | 2015 | Randall E. Mehrberg Former Executive Vice President, General Counsel and Secretary | 246.7K | — | 515.7K | — | — | 328.7K | 1.09M | 47.27% | ↗ |
| 80 | 2015 | David T. Shapiro Executive Vice President, General Counsel and Secretary | 21.6K | 200.0K | — | — | — | — | 221.6K | 0.00% | ↗ |
| 81 | 2014 | Robert A. Katz Chairman and Chief Executive Officer | 822.6K | — | 3.92M | — | 263.0K | 30.0K | 5.03M | 77.83% | ↗ |
| 82 | 2014 | Blaise T. Carrig President—Mountain Division | 415.8K | — | 1.28M | — | 159.5K | 37.3K | 1.89M | 67.66% | ↗ |
| 83 | 2014 | Randall E. Mehrberg Former Executive Vice President, General Counsel and Secretary | 227.5K | — | 1.08M | — | 72.4K | 32.3K | 1.41M | 76.39% | ↗ |
| 84 | 2014 | Randall E. Mehrberg Executive Vice President, General Counsel and Secretary | 227.5K | — | 1.08M | — | 72.4K | 32.3K | 1.41M | 76.39% | ↗ |
| 85 | 2014 | Kirsten A. Lynch Executive Vice President and Chief Marketing Officer | 338.0K | — | 447.6K | — | 108.1K | 19.7K | 913.4K | 49.01% | ↗ |
| 86 | 2014 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 334.0K | — | 450.2K | — | 106.5K | 7.9K | 898.7K | 50.10% | ↗ |
| 87 | 2013 | Robert A. Katz Chairman and Chief Executive Officer | 798.6K | — | 3.78M | — | 255.2K | 33.6K | 4.87M | 77.68% | ↗ |
| 88 | 2013 | Blaise T. Carrig President—Mountain Division | 404.9K | — | 755.1K | — | 162.6K | 17.6K | 1.34M | 56.34% | ↗ |
| 89 | 2013 | Michael Z. Barkin Executive Vice President and Chief Financial Officer | 286.8K | — | 794.9K | — | 82.3K | 3.3K | 1.17M | 68.10% | ↗ |
| 90 | 2013 | Fiona E. Arnold Executive Vice President, General Counsel and Secretary | 325.7K | — | 335.8K | — | 110.3K | 21.3K | 793.2K | 42.34% | ↗ |
| 91 | 2013 | Mark L. Schoppet Interim Chief Financial Officer, Senior Vice President, Controller and Chief Accounting | 281.9K | — | 267.8K | — | 88.1K | 13.7K | 651.4K | 41.11% | ↗ |
| 92 | 2013 | Jeffrey W. Jones Former Chief Financial Officer and President— Lodging, Retail, Real | 214.7K | — | — | — | — | 3.0K | 217.8K | 0.00% | ↗ |
| 93 | 2012 | Robert A. Katz Chairman & Chief Executive Officer | 771.5K | — | 3.57M | — | 155.9K | 31.0K | 4.52M | 78.82% | ↗ |
| 94 | 2012 | Robert A. Katz Chairman and Chief Executive Officer | 771.5K | — | 3.57M | — | 155.9K | 31.0K | 4.52M | 78.82% | ↗ |
| 95 | 2012 | Jeffrey W. Jones Chief Financial Officer & President— Lodging, Retail, Real Estate | 441.1K | — | 1.68M | — | 131.0K | 21.3K | 2.27M | 73.89% | ↗ |
| 96 | 2012 | Jeffrey W. Jones Former Chief Financial Officer and President— Lodging, Retail, Real | 441.1K | — | 1.68M | — | 131.0K | 21.3K | 2.27M | 73.89% | ↗ |
| 97 | 2012 | Blaise T. Carrig President—Mountain Division | 379.4K | — | 592.1K | — | 97.1K | 182.6K | 1.25M | 47.33% | ↗ |
| 98 | 2012 | John McD. Garnsey President—Global Mountain Development | 372.9K | — | 388.0K | — | 79.1K | 13.2K | 853.2K | 45.47% | ↗ |
| 99 | 2012 | Fiona E. Arnold Executive Vice President, General Counsel and Secretary | 296.9K | — | 324.4K | — | 63.3K | 24.6K | 709.2K | 45.75% | ↗ |
| 100 | 2012 | Fiona E. Arnold Executive Vice President, General Counsel & Secretary | 296.9K | — | 324.4K | — | 63.3K | 24.6K | 709.2K | 45.75% | ↗ |
| 101 | 2011 | Robert A. Katz Chairman and Chief Executive Officer | 749.1K | — | 1.89M | — | 395.4K | 11.6K | 3.04M | 62.00% | ↗ |
| 102 | 2011 | Robert A. Katz Chief Executive Officer | 749.1K | — | 1.89M | — | 395.4K | 11.6K | 3.04M | 62.00% | ↗ |
| 103 | 2011 | Robert A. Katz Chairman & Chief Executive Officer | 749.1K | — | 1.89M | — | 395.4K | 11.6K | 3.04M | 62.00% | ↗ |
| 104 | 2011 | Jeffrey W. Jones Former Chief Financial Officer and President— Lodging, Retail, Real | 428.1K | — | 656.9K | — | 284.7K | 11.8K | 1.38M | 47.55% | ↗ |
| 105 | 2011 | Jeffrey W. Jones Chief Financial Officer & President— Lodging, Retail, Real Estate | 428.1K | — | 656.9K | — | 284.7K | 11.8K | 1.38M | 47.55% | ↗ |
| 106 | 2011 | Jeffrey W. Jones Co-President and Chief Financial Officer | 428.1K | — | 656.9K | — | 284.7K | 11.8K | 1.38M | 47.55% | ↗ |
| 107 | 2011 | Blaise T. Carrig Co-President | 376.6K | — | 674.8K | — | 200.6K | 19.3K | 1.27M | 53.08% | ↗ |
| 108 | 2011 | Blaise T. Carrig President—Mountain Division | 376.6K | — | 674.8K | — | 200.6K | 19.3K | 1.27M | 53.08% | ↗ |
| 109 | 2011 | John McD. Garnsey President—Global Mountain Development | 365.4K | — | 674.8K | — | 200.6K | 12.0K | 1.25M | 53.86% | ↗ |
| 110 | 2011 | John McD. Garnsey Co-President | 365.4K | — | 674.8K | — | 200.6K | 12.0K | 1.25M | 53.86% | ↗ |
| 111 | 2011 | Fiona E. Arnold Executive Vice President, General Counsel & Secretary | 282.1K | — | 649.9K | — | 132.9K | 5.2K | 1.07M | 60.74% | ↗ |
| 112 | 2011 | Fiona E. Arnold Executive Vice President, General Counsel and Secretary | 282.1K | — | 649.9K | — | 132.9K | 5.2K | 1.07M | 60.74% | ↗ |
| 113 | 2010 | Robert A. Katz Chief Executive Officer | 225.0K | — | 2.37M | — | 374.6K | 25.7K | 3.00M | 79.15% | ↗ |
| 114 | 2010 | Robert A. Katz Chairman & Chief Executive Officer | 225.0K | — | 2.37M | — | 374.6K | 25.7K | 3.00M | 79.15% | ↗ |
| 115 | 2010 | Jeffrey W. Jones Senior Executive Vice President and Chief Financial Officer | 412.3K | — | 538.2K | — | 256.9K | 6.7K | 1.21M | 44.33% | ↗ |
| 116 | 2010 | Jeffrey W. Jones Chief Financial Officer & President— Lodging, Retail, Real Estate | 412.3K | — | 538.2K | — | 256.9K | 6.7K | 1.21M | 44.33% | ↗ |
| 117 | 2010 | Jeffrey W. Jones Co-President and Chief Financial Officer | 412.3K | — | 538.2K | — | 256.9K | 6.7K | 1.21M | 44.33% | ↗ |
| 118 | 2010 | Blaise T. Carrig Co-President, Mountain Division | 344.7K | — | 362.2K | — | 181.0K | 13.7K | 901.7K | 40.17% | ↗ |
| 119 | 2010 | Blaise T. Carrig President—Mountain Division | 344.7K | — | 362.2K | — | 181.0K | 13.7K | 901.7K | 40.17% | ↗ |
| 120 | 2010 | Blaise T. Carrig Co-President | 344.7K | — | 362.2K | — | 181.0K | 13.7K | 901.7K | 40.17% | ↗ |
| 121 | 2010 | John McD. Garnsey President—Global Mountain Development | 344.7K | — | 362.2K | — | 181.0K | 11.2K | 899.2K | 40.28% | ↗ |
| 122 | 2010 | John McD. Garnsey Co-President | 344.7K | — | 362.2K | — | 181.0K | 11.2K | 899.2K | 40.28% | ↗ |
| 123 | 2010 | John McD. Garnsey Co-President, Mountain Division | 344.7K | — | 362.2K | — | 181.0K | 11.2K | 899.2K | 40.28% | ↗ |
| 124 | 2010 | Fiona E. Arnold Senior Vice President, General Counsel and Secretary | 271.7K | — | 241.5K | — | 119.9K | 2.1K | 635.2K | 38.02% | ↗ |
| 125 | 2010 | Fiona E. Arnold Executive Vice President, General Counsel and Secretary | 271.7K | — | 241.5K | — | 119.9K | 2.1K | 635.2K | 38.02% | ↗ |
| 126 | 2010 | Fiona E. Arnold Executive Vice President, General Counsel & Secretary | 271.7K | — | 241.5K | — | 119.9K | 2.1K | 635.2K | 38.02% | ↗ |
| 127 | 2009 | Robert A. Katz Chief Executive Officer | 575.9K | — | 6.97M | — | — | 41.9K | 7.59M | 91.86% | ↗ |
| 128 | 2009 | Jeffrey W. Jones Co-President and Chief Financial Officer | 437.3K | — | 2.85M | — | 79.7K | 6.8K | 3.38M | 84.49% | ↗ |
| 129 | 2009 | Jeffrey W. Jones Senior Executive Vice President and Chief Financial Officer | 437.3K | — | 2.85M | — | 79.7K | 6.8K | 3.38M | 84.49% | ↗ |
| 130 | 2009 | Keith A. Fernandez President, Vail Resorts Development Company | 403.4K | — | 747.5K | — | 146.2K | 27.9K | 1.32M | 56.42% | ↗ |
| 131 | 2009 | Blaise T. Carrig Co-President, Mountain Division and COO, Heavenly Mountain Resort | 350.6K | — | 402.8K | — | 64.2K | 15.8K | 833.4K | 48.34% | ↗ |
| 132 | 2009 | John McD. Garnsey Co-President, Mountain Division and COO, Beaver Creek Mountain Resort | 347.5K | — | 402.8K | — | 55.8K | 11.2K | 817.3K | 49.29% | ↗ |
| 133 | 2009 | Blaise T. Carrig Co-President, Mountain Division | 350.6K | — | 378.9K | — | 64.2K | 15.8K | 809.4K | 46.81% | ↗ |
| 134 | 2009 | Blaise T. Carrig Co-President | 350.6K | — | 378.9K | — | 64.2K | 15.8K | 809.4K | 46.81% | ↗ |
| 135 | 2009 | John McD. Garnsey Co-President, Mountain Division | 347.5K | — | 378.9K | — | 55.8K | 11.2K | 793.3K | 47.76% | ↗ |
| 136 | 2009 | John McD. Garnsey Co-President | 347.5K | — | 378.9K | — | 55.8K | 11.2K | 793.3K | 47.76% | ↗ |
| 137 | 2008 | Robert A. Katz Chief Executive Officer | 835.4K | — | 2.08M | — | 210.9K | 15.1K | 3.14M | 66.19% | ↗ |
| 138 | 2008 | Jeffrey W. Jones Senior Executive Vice President and Chief Financial Officer | 447.9K | — | 502.4K | — | 136.6K | 13.0K | 1.10M | 45.68% | ↗ |
| 139 | 2008 | Keith A. Fernandez President, Vail Resorts Development Company | 412.1K | — | 488.3K | — | 147.7K | 24.0K | 1.07M | 45.55% | ↗ |
| 140 | 2008 | Blaise T. Carrig Co-President, Mountain Division | 343.1K | — | 582.8K | — | 91.3K | 19.6K | 1.04M | 56.22% | ↗ |
| 141 | 2008 | John McD. Garnsey Co-President, Mountain Division | 336.2K | — | 582.8K | — | 89.4K | 13.9K | 1.02M | 57.01% | ↗ |
| 142 | 2008 | Blaise T. Carrig Co-President, Mountain Division and COO, Heavenly Mountain Resort | 343.1K | — | 327.5K | — | 91.3K | 19.6K | 781.4K | 41.91% | ↗ |
| 143 | 2008 | John McD. Garnsey Co-President, Mountain Division and COO, Beaver Creek Mountain Resort | 336.2K | — | 327.5K | — | 89.4K | 13.9K | 767.0K | 42.70% | ↗ |
| 144 | 2007 | Robert A. Katz, Chief Executive Officer | 829.9K | — | 1.67M | — | 1.01M | 19.8K | 3.53M | 47.30% | ↗ |
| 145 | 2007 | Robert A. Katz Chief Executive Officer | 829.9K | — | 1.67M | — | 1.01M | 10.7K | 3.52M | 47.43% | ↗ |
| 146 | 2007 | Jeffrey W. Jones Senior Executive Vice President and Chief Financial Officer | 432.8K | — | 1.24M | — | 395.9K | 18.8K | 2.09M | 59.48% | ↗ |
| 147 | 2007 | Jeffrey W. Jones, Senior Executive Vice President and Chief Financial Officer | 432.8K | — | 1.24M | — | 395.9K | 18.8K | 2.09M | 59.48% | ↗ |
| 148 | 2007 | William A. Jensen, President, Mountain Division | 403.4K | — | 383.6K | — | 345.0K | 17.8K | 1.15M | 33.36% | ↗ |
| 149 | 2007 | Keith A. Fernandez, President, Vail Resorts Development Company | 396.9K | — | 167.0K | — | 378.0K | 26.0K | 967.8K | 17.25% | ↗ |
| 150 | 2007 | Keith A. Fernandez President, Vail Resorts Development Company | 396.9K | — | 167.0K | — | 378.0K | 26.0K | 967.8K | 17.25% | ↗ |
| 151 | 2007 | Martha D. Rehm, former Executive Vice President and General Counsel | 314.9K | — | 27.7K | — | — | 550.5K | 893.1K | 3.10% | ↗ |
| 152 | 2007 | Roger D. McCarthy, former Co-President, Mountain Division | 310.1K | — | 51.3K | — | — | 12.2K | 373.6K | 13.73% | ↗ |
| 153 | 2007 | Fiona E. Arnold, Senior Vice President and General Counsel | 180.4K | — | 10.3K | — | 65.9K | — | 256.7K | 4.02% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Robert A. Katz | Chief Executive Officer & Executive Chairman | 1M | male |
| Angela Korch | Executive Vice President & Chief Financial Officer | 1M | female |
| Lynanne J. Kunkel | Executive Vice President, Chief Human Resources Officer & Chief Transformation Officer | 1M | female |
| William C. Rock | President of Mountain Division | 960.4K | male |
| Julie DeCecco | Executive Vice President, General Counsel & Chief Public Affairs Officer | 826.7K | female |
| Gregory Jon Sullivan | Executive Vice President, Retail/Rental, Hospitality, and Food & Beverage | 523.9K | male |
| Nathan Mark Gronberg | Vice President, Controller & Chief Accounting Officer | — | male |
| Chris Smith | Senior Vice President & Chief Information Officer | — | male |
| Celeste Burgoyne | EVP & Chief Revenue Officer | — | female |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2020-02-25 | 2020-04-28 | Susie Lee | NV03 | Joint | Sale (Full) | $1,001 - $15,000 | ↗ |
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Community Opinion for MTN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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