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National Health Investors, Inc. (NHI)

USD75.77 -0.14 (-0.18%)
US NYSE Real Estate REIT - Healthcare Facilities
Address 222 Robert Rose Drive 37129
Murfreesboro, TN, US
CEO D. Eric Mendelsohn
IPO 1991-10-09
CIK 877860 ISIN US63633D1046

Explore sections of this company profile

Description

Established in 1991, National Health Investors, Inc. (NYSE: NHI) operates as a real estate investment trust (REIT) primarily focused on providing capital for senior living and medical real estate assets. The company facilitates this through diverse financing options, including sale-leaseback arrangements, joint ventures, and various debt instruments such as mortgage and mezzanine loans, targeting properties that cater to both essential care needs and discretionary services. NHI's broad holdings feature independent living, assisted living, and memory care facilities, as well as entrance-fee retirement communities, skilled nursing homes, medical office complexes, and specialized hospitals.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD75.77 -0.14 (-0.18%)
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Volume Profile
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Liquidity & share structure
Average Volume
604.6K
Beta
0.54
Float Shares
46.26M
Free Float %
95.5%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.43% -0.50% -15.09% -18.10% -3.56% -3.85% -2.82% +36.95% +11.85% +5.94% +260.30%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

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By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (18 ratings, all time) Hold
Price Targets & DCF
Current price
75.77
Low 83.00 +9.5%
Consensus 85.40 +12.7%
Median 85.00 +12.2%
High 88.00 +16.1%
DCF (Unlevered) 248.75 +228.3%
DCF (Levered) 223.50 +195.0%

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

Ratings Trend (MoM) 63% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 5 0
Hold 3 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
86.00
+13.5%
Last Year 8
84.88
+12.0%
All Time 16
76.06
+0.4%
Quality scores
Altman Z-Score
3.30
Safe zone
Piotroski F-Score
5 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
  • Revenue growth
    +12.9% Q1'26: +29.7% (vs Q1'25)
  • EPS growth
    -3.5% Q1'26: +10.8% (vs Q1'25)
  • FCF margin
    Q1'26: +43.6% (vs Q1'25)
  • EBIT margin
    Q1'26: +47.3% (vs Q1'25)
  • ROIC
    Q1'26: +7.9% (vs Q1'25)
  • Share dilution
    +6.7% Q1'26: +5.8% (vs Q1'25)
  • Debt / EBITDA
    4.13× Q1'26: 4.01× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.58) × ERP
WACC = 75% × Ke + 25% × Kd (4.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 248.75 Current price: 75.77
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 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
1 Rev. Ana.
3 EPS Ana.
Dec 2027
3 Rev. Ana.
3 EPS Ana.
Dec 2028
2 Rev. Ana.
1 EPS Ana.
Dec 2029
1 Rev. Ana.
Dec 2030
1 Rev. Ana.
Revenue
82.70M
est: 76.02M (+8.8%)
96.95M
est: 100.74M (-3.8%)
117.83M
est: 108.24M (+8.9%)
177.51M
est: 186.44M (-4.8%)
228.99M
est: 222.49M (+2.9%)
248.50M
est: 247.51M (+0.4%)
278.66M
est: 275.49M (+1.2%)
294.61M
est: 282.80M (+4.2%)
318.08M
est: 291.66M (+9.1%)
332.81M
est: 314.79M (+5.7%)
298.72M
est: 288.95M (+3.4%)
278.19M
est: 226.00M (+23.1%)
319.84M
est: 327.01M (-2.2%)
335.18M
est: 267.97M (+25.1%)
378.53M
est: 269.61M (+40.4%)
278.40M
269.94M – 281.52M
+3.3% YoY
278.71M
270.24M – 281.82M
+0.1% YoY
274.37M
266.03M – 277.44M
-1.6% YoY
299.37M
290.27M – 302.72M
+9.1% YoY
303.55M
294.33M – 306.95M
+1.4% YoY
EBITDA
76.05M
est: 60.90M (+24.9%)
87.66M
est: 80.69M (+8.6%)
107.63M
est: 86.70M (+24.1%)
167.06M
est: 173.11M (-3.5%)
179.36M
est: 178.23M (+0.6%)
236.08M
est: 207.83M (+13.6%)
264.99M
est: 246.97M (+7.3%)
280.59M
est: 226.53M (+23.9%)
290.79M
est: 233.63M (+24.5%)
318.00M
est: 293.47M (+8.4%)
240.94M
est: 231.46M (+4.1%)
178.73M
est: 181.03M (-1.3%)
259.87M
est: 248.18M (+4.7%)
264.16M
est: 203.37M (+29.9%)
282.00M
est: 204.61M (+37.8%)
211.29M
204.87M – 213.65M
+3.3% YoY
211.52M
205.09M – 213.89M
+0.1% YoY
208.23M
201.90M – 210.56M
-1.6% YoY
227.20M
220.30M – 229.74M
+9.1% YoY
230.38M
223.38M – 232.95M
+1.4% YoY
EBIT
64.06M
est: 52.59M (+21.8%)
76.01M
est: 72.02M (+5.5%)
87.53M
est: 79.07M (+10.7%)
126.37M
est: 135.48M (-6.7%)
126.20M
est: 162.87M (-22.5%)
193.04M
est: 147.72M (+30.7%)
201.87M
est: 179.59M (+12.4%)
200.07M
est: 216.38M (-7.5%)
213.97M
est: 227.09M (-5.8%)
234.85M
est: 212.39M (+10.6%)
160.15M
est: 246.70M (-35.1%)
107.85M
est: 177.87M (-39.4%)
189.89M
est: 171.09M (+11.0%)
192.71M
est: 140.20M (+37.5%)
198.16M
est: 141.06M (+40.5%)
145.66M
141.23M – 147.29M
+3.3% YoY
145.82M
141.39M – 147.45M
+0.1% YoY
143.55M
139.19M – 145.15M
-1.6% YoY
156.63M
151.87M – 158.38M
+9.1% YoY
158.82M
153.99M – 160.59M
+1.4% YoY
Net Income
81.13M
est: 66.79M (+21.5%)
90.73M
est: 90.76M (0.0%)
106.18M
est: 94.84M (+12.0%)
101.61M
est: 106.25M (-4.4%)
148.86M
est: 147.69M (+0.8%)
151.54M
est: 121.71M (+24.5%)
159.37M
est: 142.57M (+11.8%)
154.33M
est: 161.30M (-4.3%)
160.46M
est: 165.40M (-3.0%)
185.13M
est: 168.07M (+10.2%)
111.80M
est: 132.59M (-15.7%)
66.40M
est: 109.83M (-39.5%)
135.65M
est: 136.55M (-0.7%)
137.99M
est: 137.35M (+0.5%)
142.18M
est: 141.75M (+0.3%)
169.20M
166.85M – 171.55M
+19.4% YoY
162.33M
160.81M – 163.85M
-4.1% YoY
162.16M
157.72M – 166.60M
-0.1% YoY
— – —
-100.0% YoY
— – —
SGA
8.03M
est: 6.82M (+17.7%)
8.57M
est: 8.86M (-3.3%)
10.04M
est: 9.24M (+8.6%)
9.32M
est: 9.80M (-5.0%)
10.98M
est: 11.08M (-0.8%)
10.20M
est: 8.62M (+18.3%)
12.71M
est: 11.22M (+13.3%)
12.86M
est: 13.21M (-2.7%)
13.91M
est: 14.48M (-3.9%)
14.56M
est: 13.41M (+8.6%)
19.34M
est: 24.33M (-20.5%)
25.32M
est: 34.64M (-26.9%)
19.82M
est: 18.49M (+7.2%)
21.79M
est: 15.15M (+43.8%)
est: 15.25M (-100.0%)
15.74M
15.26M – 15.92M
+3.3% YoY
15.76M
15.28M – 15.94M
+0.1% YoY
15.52M
15.04M – 15.69M
-1.6% YoY
16.93M
16.41M – 17.12M
+9.1% YoY
17.17M
16.64M – 17.36M
+1.4% YoY
EPS
2.93
est: 2.13 (+37.6%)
3.26
est: 2.78 (+17.5%)
3.74
est: 2.58 (+45.0%)
3.04
est: 3.33 (-8.7%)
3.96
est: 3.35 (+18.4%)
3.88
est: 3.71 (+4.6%)
3.90
est: 3.89 (+0.3%)
3.68
est: 3.76 (-2.0%)
2.40
est: 3.67 (-34.7%)
3.03
est: 4.30 (-29.5%)
1.36
est: 3.11 (-56.3%)
0.52
est: 2.17 (-76.1%)
3.13
est: 2.94 (+6.5%)
3.14
est: 2.91 (+7.8%)
3.03
est: 3.01 (+0.6%)
3.59
3.55 – 3.65
+19.1% YoY
3.46
3.42 – 3.48
-3.7% YoY
3.49
3.35 – 3.54
+1.0% YoY
— – —
-100.0% YoY
— – —
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-22 Truist Securities Buy Buy Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 5/5 4/5 5/5 2/5 2/5 1/5
2026-05-08 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-07 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-05-06 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-05-05 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-05-04 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-05-01 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-30 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-29 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-28 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-27 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-24 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-23 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-22 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-21 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-20 A- 4/5 5/5 4/5 5/5 2/5 2/5 2/5
2026-04-17 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-04-16 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5
2026-04-15 B+ 3/5 5/5 4/5 5/5 1/5 2/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
365.79M
OE per share TTM
7.68
Owner's Yield
10.31%
Maintenance CapEx ratio
148.81%
Maint CapEx / Avg PPE
231.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
82
Total invested
102.49M
Insider transactions (90d)
1
Beneficial owners (>5%)
19
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Bank Hapoalim B.M. 102.46M 39.10% 85.8K 22.6K 2.72M 65.1K BK Pennsylvania 2012-05-08
2 LSP Penn Holdings, LLC 15.64M 7.70% 72.4K 21.5K 2.85M 61.9K OO Pennsylvania 2013-02-12
3 Franklin Resources, Inc. 8.42M 10.80% 76.8K 18.6K 3.33M 63.3K HC, CO Pennsylvania 2014-02-11
4 The Vanguard Group - 23-1945930 6.34M 13.83% 78.8K 6.22M 119.1K IA Pennsylvania For 2022-02-10
5 Champlain Investment Partners, LLC 6.07M 7.07% 35.4K 2.49M 35.4K IA Pennsylvania 2012-02-08
6 (1) BlackRock, Inc. 4.24M 9.80% 4.10M 4.24M HC Delaware 2023-01-24
7 National Health Investors, Inc. (hereinafter "NHI") EIN 62-1470956 2.77M 15.40% CO Maryland 2003-02-14
8 JPMorgan Chase & Co. 2.25M 5.60% 1.65M 2.24M 150.00 HC Delaware 2017-01-27
9 Dorothy B. Adams 1.93M 7.00% 222.3K IN United States 2010-03-11
10 BlackRock for purposes of Schedule 13G filings. 1.65M 5.98% 1.65M 1.65M HC Delaware 2010-01-29
11 National HealthCare Corporation 1.63M 5.90% 1.63M 1.63M CO Delaware 2008-02-12
12 98-0557567 1.57M 3.70% 923.0K 1.57M IA, HC Bermuda 2019-01-31
13 JPMORGAN CHASE & CO13-2624428 1.03M 2.40% 763.4K 1.03M 162.00 HC Delaware 2018-07-09
14 Edward C. Johnson 3d 640.3K 2.31% 640.3K IN Delaware 2012-02-14
15 FMR LLC 640.3K 2.31% 640.3K HC Delaware 2012-02-14
16 Bank of America Corporation 1.8K 100.00% 92.0K 25.5K 4.43M 73.7K HC Pennsylvania 2015-02-10
17 SAK Corporation, 04-3334541 0.00% HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2004-02-12
18 Seth A. Klarman 0.00% HC NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2004-02-12
19 The Baupost Group, L.L.C., 04-3402144 0.00% IA NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON: 2004-02-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
82
-212 vs prev Q
New positions
13
Closed positions
223
Increased
38
Reduced
22
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 MACQUARIE MANAGEMENT HOLDINGS, INC. 911.2K +911.2K (+100.0%) 69.59B +69.6B (+100.0%) 1.92% +1.921 pp 0.10% +0.105 pp USD76.37 +0.0% 1 qtrs NEW
2 56.6K +56.6K (+100.0%) 4.32B +4.3B (+100.0%) 0.12% +0.119 pp 0.03% +0.033 pp USD76.37 +0.0% 1 qtrs NEW
3 VANGUARD GROUP INC 6.50M -1.6K (0.0%) 496.16M -20.5M (-4.0%) 13.70% -0.221 pp 0.01% -0.001 pp USD62.15 +22.9% 84 qtrs
4 BLACKROCK, INC. 4.83M +143.1K (+3.1%) 369.13M -3.7M (-1.0%) 10.19% +0.145 pp 0.01% 0.000 pp USD83.36 -8.4% 6 qtrs
5 STATE STREET CORP 2.00M -18.1K (-0.9%) 154.33M -7.7M (-4.8%) 4.21% -0.106 pp 0.01% 0.000 pp USD65.71 +16.2% 51 qtrs
6 PRINCIPAL FINANCIAL GROUP INC 1.67M +31.0K (+1.9%) 127.39M -2.8M (-2.1%) 3.52% +0.011 pp 0.07% -0.001 pp USD53.72 +42.2% 65 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 1.26M +18.2K (+1.5%) 96.44M -2.5M (-2.5%) 2.66% -0.003 pp 0.01% 0.000 pp USD65.26 +17.0% 78 qtrs
8 CENTERSQUARE INVESTMENT MANAGEMENT LLC 1.15M +167.4K (+17.0%) 88.14M +9.7M (+12.4%) 2.43% +0.320 pp 0.87% +0.082 pp USD76.22 +0.2% 6 qtrs
9 PRUDENTIAL FINANCIAL INC 1.00M +266.9K (+36.3%) 76.58M +18.1M (+30.9%) 2.11% +0.538 pp 0.09% +0.023 pp USD78.53 -2.8% 66 qtrs
10 JPMORGAN CHASE & CO 986.7K -626.3K (-38.8%) 75.36M -52.9M (-41.2%) 2.08% -1.374 pp 0.00% -0.003 pp USD72.35 +5.6% 45 qtrs
11 BANK OF AMERICA CORP /DE/ 827.3K +61.5K (+8.0%) 63.18M +2.3M (+3.8%) 1.74% +0.104 pp 0.00% +0.001 pp USD68.27 +11.9% 52 qtrs
12 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 817.1K +26.6K (+3.4%) 62.40M -446.1K (-0.7%) 1.72% +0.030 pp 0.01% 0.000 pp USD66.75 +14.4% 100 qtrs
13 NORGES BANK 724.1K +724.1K (+100.0%) 55.30M +55.3M (+100.0%) 1.53% +1.527 pp 0.01% +0.006 pp USD76.37 +0.0% 1 qtrs NEW
14 DIMENSIONAL FUND ADVISORS LP 668.1K +15.0K (+2.3%) 51.02M -898.6K (-1.7%) 1.41% +0.010 pp 0.01% 0.000 pp USD66.23 +15.3% 51 qtrs
15 NORTHERN TRUST CORP 550.4K -28.3K (-4.9%) 42.04M -4.0M (-8.6%) 1.16% -0.079 pp 0.01% -0.001 pp USD66.49 +14.9% 51 qtrs
16 BANK OF NEW YORK MELLON CORP 537.2K -40.2K (-7.0%) 41.03M -4.9M (-10.6%) 1.13% -0.104 pp 0.01% -0.002 pp USD68.08 +12.2% 66 qtrs
17 M HOLDINGS SECURITIES, INC. 531.2K +14.4K (+2.8%) 40.57M -516.0K (-1.3%) 1.12% +0.013 pp 2.91% -5.779 pp USD70.29 +8.6% 3 qtrs
18 MILLENNIUM MANAGEMENT LLC 470.2K -86.7K (-15.6%) 35.91M -8.4M (-18.9%) 0.99% -0.201 pp 0.02% -0.004 pp USD70.10 +8.9% 63 qtrs
19 LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC 413.1K -22.7K (-5.2%) 31.55M -3.1M (-8.9%) 0.87% -0.063 pp 5.24% -1.115 pp USD64.42 +18.6% 10 qtrs
20 FREESTONE GROVE PARTNERS LP 286.4K +286.4K (+100.0%) 21.87M +21.9M (+100.0%) 0.60% +0.604 pp 0.16% +0.158 pp USD76.37 +0.0% 1 qtrs NEW
21 GW&K INVESTMENT MANAGEMENT, LLC 280.8K -5.6K (-2.0%) 21.45M -1.3M (-5.8%) 0.59% -0.021 pp 0.19% -0.016 pp USD62.43 +22.3% 62 qtrs
22 SOUND INCOME STRATEGIES, LLC 256.9K +15.6K (+6.5%) 20.60M +2.8M (+15.6%) 0.54% +0.025 pp 0.97% +0.001 pp USD70.49 +8.3% 21 qtrs
23 ADAGE CAPITAL PARTNERS GP, L.L.C. 260.0K +260.0K (+100.0%) 19.86M +19.9M (+100.0%) 0.55% +0.548 pp 0.03% +0.030 pp USD76.37 +0.0% 1 qtrs NEW
24 BOWEN HANES & CO INC 260.0K +— (+0.0%) 19.86M -814.0K (-3.9%) 0.55% -0.009 pp 0.50% -0.019 pp USD74.30 +2.8% 4 qtrs
25 LEGAL & GENERAL GROUP PLC 251.6K +46.7K (+22.8%) 19.21M +2.9M (+18.0%) 0.53% +0.092 pp 0.00% +0.001 pp USD67.77 +12.7% 65 qtrs
26 MARSHALL WACE, LLP 249.9K -52.5K (-17.4%) 19.09M -5.0M (-20.6%) 0.53% -0.121 pp 0.02% -0.007 pp USD74.88 +2.0% 8 qtrs
27 TWO SIGMA INVESTMENTS, LP 246.5K -58.9K (-19.3%) 18.83M -5.5M (-22.5%) 0.52% -0.134 pp 0.03% -0.010 pp USD75.32 +1.4% 9 qtrs
28 MORGAN STANLEY 237.6K +40.0K (+20.3%) 18.14M +2.4M (+15.5%) 0.50% +0.078 pp 0.00% +0.000 pp USD70.42 +8.4% 51 qtrs
29 UBS ASSET MANAGEMENT AMERICAS INC 234.1K -2.3K (-1.0%) 17.88M -916.1K (-4.9%) 0.49% -0.013 pp 0.00% 0.000 pp USD79.42 -3.8% 65 qtrs
30 QUBE RESEARCH & TECHNOLOGIES LTD 232.3K -33.8K (-12.7%) 17.74M -3.4M (-16.1%) 0.49% -0.080 pp 0.02% -0.004 pp USD72.03 +6.0% 18 qtrs
31 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 229.5K +3.3K (+1.5%) 17.53M -453.2K (-2.5%) 0.48% -0.001 pp 0.03% -0.003 pp USD67.81 +12.6% 7 qtrs
32 METLIFE INVESTMENT MANAGEMENT, LLC 212.5K +19.2K (+9.9%) 16.23M +862.5K (+5.6%) 0.45% +0.034 pp 0.08% +0.005 pp USD73.46 +4.0% 33 qtrs
33 TWO SIGMA ADVISERS, LP 209.1K -72.8K (-25.8%) 15.97M -6.4M (-28.7%) 0.44% -0.163 pp 0.03% -0.014 pp USD74.82 +2.1% 9 qtrs
34 UBS GROUP AG 197.5K +7.0K (+3.7%) 15.08M -63.0K (-0.4%) 0.42% +0.008 pp 0.00% +0.000 pp USD71.06 +7.5% 45 qtrs
35 GOLDMAN SACHS GROUP INC 170.7K -30.4K (-15.1%) 13.04M -3.0M (-18.5%) 0.36% -0.071 pp 0.00% 0.000 pp USD72.94 +4.7% 73 qtrs
36 BALYASNY ASSET MANAGEMENT L.P. 131.8K -277.1K (-67.8%) 10.06M -22.4M (-69.0%) 0.28% -0.598 pp 0.01% -0.028 pp USD69.80 +9.4% 5 qtrs
37 DEUTSCHE BANK AG\ 126.0K +3.7K (+3.0%) 9.62M -98.1K (-1.0%) 0.27% +0.004 pp 0.00% 0.000 pp USD65.18 +17.2% 50 qtrs
38 ASSET MANAGEMENT ONE CO., LTD. 111.8K -191.0 (-0.2%) 8.64M -269.0K (-3.0%) 0.24% -0.004 pp 0.02% -0.002 pp USD62.60 +22.0% 53 qtrs
39 STRS OHIO 112.4K -54.9K (-32.8%) 8.58M -4.7M (-35.5%) 0.24% -0.121 pp 0.03% -0.017 pp USD76.33 +0.1% 90 qtrs
40 NUVEEN, LLC 111.6K +13.1K (+13.3%) 8.53M +691.4K (+8.8%) 0.24% +0.024 pp 0.00% +0.000 pp USD73.36 +4.1% 4 qtrs
41 WOODMONT INVESTMENT COUNSEL LLC 103.8K +7.5K (+7.8%) 7.93M +273.7K (+3.6%) 0.22% +0.013 pp 0.50% -0.010 pp USD74.35 +2.7% 7 qtrs
42 DAIWA SECURITIES GROUP INC. 102.2K +49.7K (+94.6%) 7.81M +3.6M (+86.9%) 0.22% +0.103 pp 0.02% +0.011 pp USD76.45 -0.1% 57 qtrs
43 TUDOR INVESTMENT CORP ET AL 95.9K -20.7K (-17.8%) 7.32M -1.9M (-21.0%) 0.20% -0.048 pp 0.01% -0.002 pp USD76.27 +0.1% 6 qtrs
44 SWISS NATIONAL BANK 93.6K +3.1K (+3.4%) 7.15M -46.6K (-0.6%) 0.20% +0.004 pp 0.00% +0.000 pp USD65.20 +17.1% 51 qtrs
45 WELLS FARGO & COMPANY/MN 92.5K +10.2K (+12.4%) 7.06M +519.5K (+7.9%) 0.19% +0.019 pp 0.00% +0.000 pp USD65.35 +16.9% 57 qtrs
46 FIRST TRUST ADVISORS LP 90.0K +20.8K (+30.0%) 6.88M +1.4M (+24.9%) 0.19% +0.042 pp 0.01% +0.001 pp USD65.51 +16.6% 51 qtrs
47 INVESCO LTD. 88.1K -12.4K (-12.4%) 6.73M -1.3M (-15.8%) 0.19% -0.030 pp 0.00% 0.000 pp USD68.27 +11.9% 57 qtrs
48 LIGHTHOUSE INVESTMENT PARTNERS, LLC 84.6K -45.3K (-34.9%) 6.46M -3.9M (-37.4%) 0.18% -0.100 pp 0.19% -0.119 pp USD77.28 -1.2% 6 qtrs
49 GREAT WEST LIFE ASSURANCE CO /CAN/ 83.2K -5.2K (-5.9%) 6.35M -594.0K (-8.5%) 0.18% -0.014 pp 0.01% +0.001 pp USD64.60 +18.2% 49 qtrs
50 MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC 77.0K +77.0K (+100.0%) 5.88M +5.9M (+100.0%) 0.16% +0.162 pp 0.62% +0.622 pp USD76.37 +0.0% 1 qtrs NEW
51 BARCLAYS PLC 77.0K +5.3K (+7.4%) 5.88M -147.2K (-2.4%) 0.16% +0.009 pp 0.00% 0.000 pp USD74.85 +2.0% 51 qtrs
52 VOLORIDGE INVESTMENT MANAGEMENT, LLC 76.6K +1.2K (+1.6%) 5.85M -141.4K (-2.4%) 0.16% +0.000 pp 0.02% +0.001 pp USD75.55 +1.1% 5 qtrs
53 HSBC HOLDINGS PLC 75.4K +12.9K (+20.7%) 5.76M +793.2K (+16.0%) 0.16% +0.025 pp 0.00% +0.000 pp USD70.02 +9.1% 51 qtrs
54 NOMURA ASSET MANAGEMENT CO LTD 70.8K +1.5K (+2.1%) 5.41M -105.6K (-1.9%) 0.15% +0.001 pp 0.01% -0.001 pp USD62.84 +21.5% 76 qtrs
55 RHUMBLINE ADVISERS 68.5K -9.3K (-11.9%) 5.23M -950.4K (-15.4%) 0.14% -0.022 pp 0.00% -0.001 pp USD67.49 +13.2% 51 qtrs
56 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 65.3K -2.2K (-3.2%) 4.99M -378.5K (-7.0%) 0.14% -0.007 pp 0.02% -0.002 pp USD59.63 +28.1% 35 qtrs
57 CITIGROUP INC 64.9K +12.0K (+22.8%) 4.95M +754.2K (+18.0%) 0.14% +0.024 pp 0.00% +0.000 pp USD70.92 +7.7% 54 qtrs
58 MERITAGE PORTFOLIO MANAGEMENT 62.5K +20.2K (+47.6%) 4.77M +1.4M (+41.8%) 0.13% +0.041 pp 0.32% +0.093 pp USD74.67 +2.3% 4 qtrs
59 ALLIANCEBERNSTEIN L.P. 56.6K +2.3K (+4.3%) 4.32M +6.9K (+0.2%) 0.12% +0.003 pp 0.00% +0.000 pp USD62.58 +22.0% 61 qtrs
60 CLAYTON PARTNERS LLC 55.5K +7.0K (+14.4%) 4.24M +382.0K (+9.9%) 0.12% +0.013 pp 3.06% +0.137 pp USD61.76 +23.7% 17 qtrs
61 OVERSEA-CHINESE BANKING CORP LTD 53.2K +19.9K (+59.8%) 4.06M +1.4M (+53.5%) 0.11% +0.041 pp 0.11% +0.042 pp USD79.92 -4.4% 6 qtrs
62 SUMITOMO MITSUI TRUST HOLDINGS, INC. 52.5K +903.0 (+1.8%) 4.01M -92.4K (-2.3%) 0.11% +0.000 pp 0.00% +0.000 pp USD59.69 +27.9% 59 qtrs
63 LEE DANNER & BASS INC 51.2K -8.1K (-13.7%) 3.91M -804.1K (-17.1%) 0.11% -0.019 pp 0.28% -0.063 pp USD67.53 +13.1% 7 qtrs
64 VIRGINIA RETIREMENT SYSTEMS ET AL 49.8K -37.3K (-42.8%) 3.80M -3.1M (-45.1%) 0.11% -0.082 pp 0.02% -0.022 pp USD75.92 +0.6% 4 qtrs
65 MACQUARIE GROUP LTD 49.1K -929.4K (-95.0%) 3.75M -74.0M (-95.2%) 0.10% -1.992 pp 0.02% -0.074 pp USD62.04 +23.1% 53 qtrs
66 DEKABANK DEUTSCHE GIROZENTRALE 53.2K +— (+0.0%) 3.69M -470.0K (-11.3%) 0.11% -0.002 pp 0.01% -0.001 pp USD57.72 +32.3% 21 qtrs
67 EDGESTREAM PARTNERS, L.P. 46.5K +46.5K (+100.0%) 3.55M +3.5M (+100.0%) 0.10% +0.098 pp 0.10% +0.100 pp USD76.37 +0.0% 9 qtrs
68 STATE OF WISCONSIN INVESTMENT BOARD 46.2K +446.0 (+1.0%) 3.53M -109.0K (-3.0%) 0.10% -0.001 pp 0.01% -0.001 pp USD67.06 +13.9% 16 qtrs
69 ALLIANZ ASSET MANAGEMENT GMBH 45.5K -54.9K (-54.7%) 3.48M -4.5M (-56.4%) 0.10% -0.119 pp 0.00% -0.005 pp USD72.30 +5.6% 6 qtrs
70 ABRDN PLC 45.4K +19.2K (+73.7%) 3.46M +1.4M (+68.8%) 0.10% +0.040 pp 0.01% +0.002 pp USD69.77 +9.5% 20 qtrs
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45.2K -5.8K (-11.3%) 3.45M -599.4K (-14.8%) 0.10% -0.014 pp 0.00% 0.000 pp USD67.97 +12.4% 51 qtrs
72 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 45.0K +2.3K (+5.3%) 3.44M +39.4K (+1.2%) 0.09% +0.003 pp 0.00% +0.000 pp USD66.14 +15.5% 52 qtrs
73 PRICE T ROWE ASSOCIATES INC /MD/ 44.1K +2.3K (+5.5%) 3.37M +46.0K (+1.4%) 0.09% +0.004 pp 0.00% +0.000 pp USD67.62 +12.9% 64 qtrs
74 SOPHRON CAPITAL MANAGEMENT L.P. 42.8K +24.1K (+129.1%) 3.27M +1.8M (+120.1%) 0.09% +0.050 pp 1.05% +0.594 pp USD74.58 +2.4% 3 qtrs
75 NEPSIS INC. 42.6K -1.4K (-3.2%) 3.25M -243.6K (-7.0%) 0.09% -0.004 pp 1.01% -0.104 pp USD62.57 +22.1% 18 qtrs
76 AMERIPRISE FINANCIAL INC 39.9K +151.0 (+0.4%) 3.05M -113.0K (-3.6%) 0.08% -0.001 pp 0.00% +0.000 pp USD62.08 +23.0% 55 qtrs
77 FRANKLIN RESOURCES INC 38.9K -12.4K (-24.1%) 2.97M -1.1M (-27.1%) 0.08% -0.028 pp 0.00% 0.000 pp USD60.17 +26.9% 18 qtrs
78 MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. 36.7K +908.0 (+2.5%) 2.82M -25.1K (-0.9%) 0.08% +0.001 pp 0.00% 0.000 pp USD64.15 +19.0% 58 qtrs
79 CITADEL ADVISORS LLC 36.4K +24.2K (+199.2%) 2.78M +1.8M (+187.5%) 0.08% +0.051 pp 0.00% +0.000 pp USD75.49 +1.2% 33 qtrs
80 TRUIST FINANCIAL CORP 36.2K +13.0 (+0.0%) 2.77M -112.4K (-3.9%) 0.08% -0.001 pp 0.00% 0.000 pp USD54.36 +40.5% 14 qtrs
81 AQR CAPITAL MANAGEMENT LLC 34.6K +10.5K (+43.2%) 2.65M +722.7K (+37.6%) 0.07% +0.021 pp 0.00% +0.000 pp USD71.22 +7.2% 83 qtrs
82 ADVISOR GROUP HOLDINGS, INC. 33.4K +11.2K (+50.5%) 2.55M +810.7K (+46.6%) 0.07% +0.023 pp 0.00% +0.001 pp USD77.51 -1.5% 24 qtrs
83 LPL FINANCIAL LLC 31.8K +1.7K (+5.6%) 2.42M +33.4K (+1.4%) 0.07% +0.003 pp 0.00% +0.000 pp USD66.15 +15.4% 35 qtrs
84 RAYMOND JAMES FINANCIAL INC 31.7K +42.0 (+0.1%) 2.42M -95.8K (-3.8%) 0.07% -0.001 pp 0.00% 0.000 pp USD69.46 +9.9% 5 qtrs
85 Y-INTERCEPT (HONG KONG) LTD 30.7K +30.7K (+100.0%) 2.35M +2.3M (+100.0%) 0.06% +0.065 pp 0.05% +0.053 pp USD76.37 +0.0% 3 qtrs
86 STATE OF ALASKA, DEPARTMENT OF REVENUE 29.5K +4.6K (+18.4%) 2.25M +271.0K (+13.7%) 0.06% +0.009 pp 0.02% +0.004 pp USD71.53 +6.8% 63 qtrs
87 SCHRODER INVESTMENT MANAGEMENT GROUP 28.7K +444.0 (+1.6%) 2.20M +5.5K (+0.2%) 0.06% +0.000 pp 0.00% +0.000 pp USD76.91 -0.7% 8 qtrs
88 SEI INVESTMENTS CO 28.3K +1.3K (+5.0%) 2.16M +17.9K (+0.8%) 0.06% +0.002 pp 0.00% 0.000 pp USD70.25 +8.7% 45 qtrs
89 ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 27.7K +775.0 (+2.9%) 2.12M -25.2K (-1.2%) 0.06% +0.001 pp 0.00% 0.000 pp USD67.48 +13.2% 52 qtrs
90 STATE OF NEW JERSEY COMMON PENSION FUND D 27.5K +— (+0.0%) 2.10M -86.1K (-3.9%) 0.06% -0.001 pp 0.01% -0.001 pp USD60.53 +26.2% 23 qtrs
91 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 27.5K -24.1K (-46.8%) 2.10M -2.0M (-48.8%) 0.06% -0.053 pp 0.00% -0.008 pp USD72.81 +4.9% 3 qtrs
92 NFP RETIREMENT, INC. 25.1K +106.0 (+0.4%) 1.92M -70.1K (-3.5%) 0.05% -0.001 pp 0.12% -0.008 pp USD78.77 -3.0% 25 qtrs
93 FIELDVIEW CAPITAL MANAGEMENT, LLC 24.9K +24.9K (+100.0%) 1.90M +1.9M (+100.0%) 0.05% +0.052 pp 0.32% +0.323 pp USD76.37 +0.0% 1 qtrs NEW
94 D. E. SHAW & CO., INC. 24.5K -9.2K (-27.3%) 1.87M -809.1K (-30.2%) 0.05% -0.021 pp 0.00% -0.001 pp USD76.15 +0.3% 4 qtrs
95 AMUNDI 23.6K +511.0 (+2.2%) 1.81M +19.6K (+1.1%) 0.05% +0.000 pp 0.00% 0.000 pp USD63.24 +20.8% 19 qtrs
96 INTECH INVESTMENT MANAGEMENT LLC 23.0K +— (+0.0%) 1.76M -72.1K (-3.9%) 0.05% -0.001 pp 0.02% -0.001 pp USD74.19 +2.9% 6 qtrs
97 JACKSON CREEK INVESTMENT ADVISORS LLC 22.8K -1.8K (-7.2%) 1.74M -211.0K (-10.8%) 0.05% -0.005 pp 0.51% -0.051 pp USD70.12 +8.9% 3 qtrs
98 JUPITER ASSET MANAGEMENT LTD 22.3K +— (+0.0%) 1.70M -69.7K (-3.9%) 0.05% -0.001 pp 0.01% -0.002 pp USD79.50 -3.9% 9 qtrs
99 MANUFACTURERS LIFE INSURANCE COMPANY, THE 22.2K -956.0 (-4.1%) 1.70M -145.6K (-7.9%) 0.05% -0.003 pp 0.00% 0.000 pp USD61.65 +23.9% 51 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.98
Neutral
Ratio by volume
0.71
Neutral
Buys
47
Sells
48
Shares acquired
550.7K
Shares disposed
775.6K
Cash buys
Cash sales
Net activity
-224,898
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2027-03-03 Blankenship Elizabeth Jackson Officer Stock Option (Right to Buy) 2025 8,334 73.34 611.2K 0 D
2026-03-03 Travis David L Officer A-Award A Common Stock 3,458 0.00 41,258 D
2026-03-03 Todd Candice W Director A-Award A Common Stock 1,268 0.00 2,563 D
2026-03-03 Spaid John L Officer F-InKind D Common Stock 13,594 86.75 1.18M 56,255 D
2026-03-03 PASCOE KEVIN CARLTON Officer A-Award A Common Stock 5,072 0.00 73,428 D
2026-03-03 Mendelsohn D. Eric Director / Officer F-InKind D Common Stock 597 86.75 51.8K 132,210 D
2026-03-03 MCCABE ROBERT A JR Director A-Award A Shares Of Common Stock 1,268 0.00 43,269 D
2026-03-03 Jobe James R Director A-Award A Common Stock 1,268 0.00 1,268 D
2026-03-03 Donohue Lilly Director A-Award A Common Stock 1,268 0.00 1,268 D
2026-03-03 Chapin Robert Director A-Award A Common Stock 1,268 0.00 1,268 D
2026-03-03 COLDEN TRACY M J Director A-Award A Common Stock 1,268 0.00 12,858 D
2026-03-03 Blankenship Elizabeth Jackson Officer A-Award A Common Stock 2,420 0.00 2,420 D
2026-02-23 Travis David L Officer M-Exempt A Common Stock 8,333 57.76 481.3K 48,788 D
2026-02-23 Spaid John L Officer F-InKind D Common Stock 6,312 90.03 568.3K 50,870 D
2026-02-23 PASCOE KEVIN CARLTON Officer F-InKind D Common Stock 6,409 90.03 577.0K 68,356 D
2026-02-23 Mendelsohn D. Eric Director / Officer F-InKind D Common Stock 194 90.03 17.5K 118,398 D
2026-02-19 COLDEN TRACY M J Director M-Exempt A Common Stock 10,000 73.34 733.4K 19,857 D
2026-02-17 Mendelsohn D. Eric Director / Officer M-Exempt A Common Stock 25,000 73.34 1.83M 137,505 D
2026-02-17 Jobe James R Director M-Exempt A Common Stock - Jointly held with spouse 10,000 73.34 733.4K 41,555 D
2026-02-17 Donohue Lilly Director 0 0.00 0
2026-02-17 Blankenship Elizabeth Jackson Officer 0 0.00 0
2026-02-12 MCCABE ROBERT A JR Director F-InKind D Shares Of Common Stock 8,180 89.66 733.4K 42,001 D
2026-02-11 PASCOE KEVIN CARLTON Officer M-Exempt A Common Stock 15,000 73.34 1.10M 79,728 D
2026-02-09 Travis David L Officer M-Exempt A Common Stock 9,796 53.41 523.2K 35,990 D
2026-02-05 Todd Candice W Director M-Exempt A Common Stock 10,000 73.34 733.4K 10,000 D
2026-02-01 Gaines Kristin Sallee Officer M-Exempt D Stock Option (Right to buy) 2022 18,334 53.41 979.2K 0 D
2026-01-30 PASCOE KEVIN CARLTON Officer M-Exempt D Stock Option (Right to Buy) 2023 8,500 54.73 465.2K 0 D
2026-01-27 ADAMS ROBERT G Director M-Exempt A Common Stock 10,000 73.34 733.4K 215,548 I
2026-01-16 Spaid John L Officer F-InKind D Common Stock 27,742 80.43 2.23M 48,682 D
2026-01-15 Mendelsohn D. Eric Director / Officer M-Exempt A Common Stock 41,666 69.20 2.88M 137,799 D
2026-01-14 MCCABE ROBERT A JR Director M-Exempt A Shares Of Common Stock 25,000 69.20 1.73M 60,274 D
2025-12-09 SWAFFORD CHARLOTTE A Director F-InKind D Common Stock 62,827 78.37 4.92M 127,358 I
2025-11-20 Jobe James R Director M-Exempt A Common Stock - Jointly held with spouse 25,000 69.20 1.73M 53,690 D
2025-09-23 Travis David L Officer M-Exempt A Common Stock 11,666 69.20 807.3K 33,221 D
2025-05-08 Chapin Robert Director A-Award A Stock Option (Right to Buy) 2025 10,000 75.87 758.7K 10,000 D
2025-05-05 Spaid John L Officer F-InKind D Common Stock 259 76.04 19.7K 44,424 D
2025-05-05 Mendelsohn D. Eric Director / Officer F-InKind D Common Stock 394 76.04 30.0K 96,133 D
2025-03-28 ADAMS ROBERT G Director M-Exempt D Stock Option (Right to buy) 2022 25,000 53.41 1.34M 0 D
2025-03-26 Chapin Robert Director 0 0.00 0
2025-03-03 Travis David L Officer A-Award A Stock Option (Right to Buy) 2025 10,000 73.34 733.4K 10,000 D
2025-03-03 Todd Candice W Director A-Award A Stock Option (Right to Buy) 2025 10,000 73.34 733.4K 10,000 D
2025-03-03 Spaid John L Officer A-Award A Stock Option (Right to Buy) 2025 15,000 73.34 1.10M 15,000 D
2025-03-03 SWAFFORD CHARLOTTE A Director A-Award A Stock Option (Right to Buy) 2025 10,000 73.34 733.4K 10,000 D
2025-03-03 PASCOE KEVIN CARLTON Officer A-Award A Stock Option (Right to Buy) 2025 15,000 73.34 1.10M 15,000 D
2025-03-03 Mendelsohn D. Eric Director / Officer A-Award A Stock Option (Right to Buy) 2025 25,000 73.34 1.83M 25,000 D
2025-03-03 MCCABE ROBERT A JR Director A-Award A Stock Option (Right to Buy) 2025 10,000 73.34 733.4K 10,000 D
2025-03-03 Jobe James R Director A-Award A Stock Option (Right to Buy) 2025 10,000 73.34 733.4K 10,000 D
2025-03-03 Gaines Kristin Sallee Officer A-Award A Stock Option (Right to Buy) 2025 8,334 73.34 611.2K 8,334 D
2025-03-03 COLDEN TRACY M J Director A-Award A Stock Option (Right to Buy) 2025 10,000 73.34 733.4K 10,000 D
2025-03-03 ADAMS ROBERT G Director A-Award A Stock Option (Right to Buy) 2025 10,000 73.34 733.4K 10,000 D
2025-02-23 Spaid John L Officer F-InKind D Common Stock 267 68.96 18.4K 38,183 D
2025-02-23 Mendelsohn D. Eric Director / Officer F-InKind D Common Stock 267 68.96 18.4K 88,527 D
2025-01-01 Todd Candice W Director Common Stock 0 0.00 0 D
2024-09-27 ADAMS W ANDREW Director J-Other D Common Stock by JMA Grandchildren's Trust 12,635 0.00 0 I
2024-09-25 Gaines Kristin Sallee Officer M-Exempt A Common Stock 18,334 69.20 1.27M 106,609 D
2024-09-18 Travis David L Officer M-Exempt A Common Stock 332 69.20 23.0K 26,461
2024-09-05 Mendelsohn D. Eric Director / Officer M-Exempt D Stock Option (Right to buy) 2022 41,668 53.41 2.23M 0
2024-09-03 WEBB ROBERT T Director M-Exempt D Stock Option (Right to buy) 2022 25,000 53.41 1.34M 0
2024-09-03 Spaid John L Officer M-Exempt A Common Stock 8,500 57.76 491.0K 88,087
2024-08-23 Travis David L Officer M-Exempt A Common Stock 9,262 53.41 494.7K 35,428
2024-08-23 Spaid John L Officer M-Exempt A Common Stock 18,333 53.41 979.2K 91,383
2024-08-23 PASCOE KEVIN CARLTON Officer M-Exempt D Stock Option (Right to Buy) 2023 8,500 54.73 465.2K 0
2024-08-23 Jobe James R Director M-Exempt A Common Stock - Jointly held with spouse 25,000 53.41 1.34M 39,979
2024-08-16 COLDEN TRACY M J Director F-InKind D Common Stock 35,143 74.29 2.61M 9,857
2024-07-29 MCCABE ROBERT A JR Director M-Exempt D Stock Option (Right to buy) 2022 25,000 53.41 1.34M 0
2024-05-31 MCCABE ROBERT A JR Director P-Purchase A Shares Of Common Stock 437 65.83 28.8K 21,585
2024-05-06 Spaid John L Officer F-InKind D Common Stock 230 64.72 14.9K 18,050
2024-02-27 SWAFFORD CHARLOTTE A Director P-Purchase A Common Stock 10,000 58.69 586.9K 110,185
2024-02-23 WEBB ROBERT T Director A-Award A Stock Option (Right to Buy) 2024 10,000 57.76 577.6K 10,000
2024-02-23 Travis David L Officer A-Award A Common Stock 3,000 0.00 7,000
2024-02-23 Spaid John L Officer A-Award A Stock Option (Right to Buy) 2024 8,500 57.76 491.0K 8,500
2024-02-23 SWAFFORD CHARLOTTE A Director A-Award A Stock Option (Right to Buy) 2024 10,000 57.76 577.6K 10,000
2024-02-23 PASCOE KEVIN CARLTON Officer A-Award A Stock Option (Right to Buy) 2024 8,500 57.76 491.0K 8,500
2024-02-23 Mendelsohn D. Eric Director / Officer A-Award A Stock Option (Right to Buy) 2024 13,333 57.76 770.1K 13,333
2024-02-23 MCCABE ROBERT A JR Director A-Award A Stock Option (Right to Buy) 2024 10,000 57.76 577.6K 10,000
2024-02-23 Jobe James R Director A-Award A Stock Option (Right to Buy) 2024 10,000 57.76 577.6K 10,000
2024-02-23 Gaines Kristin Sallee Officer A-Award A Stock Option (Right to Buy) 2024 8,333 57.76 481.3K 8,333
2024-02-23 COLDEN TRACY M J Director A-Award A Stock Option (Right to Buy) 2024 10,000 57.76 577.6K 10,000
2024-02-23 ADAMS W ANDREW Director A-Award A Stock Option (Right to Buy) 2024 10,000 57.76 577.6K 10,000
2024-02-23 ADAMS ROBERT G Director A-Award A Stock Option (Right to Buy) 2024 10,000 57.76 577.6K 10,000
2023-12-31 ADAMS W ANDREW Director D Common Stock by W. Andrew Adams Exempt Trust 0 0.00 121,035
2023-10-01 ADAMS ROBERT G Director W-Will D Common Stock 85,411 0.00 0
2023-08-30 Jobe James R Director P-Purchase A Common Stock - Jointly held with spouse 1,000 51.40 51.4K 14,979
2023-05-05 Travis David L Officer A-Award A Common Stock 4,000 0.00 4,000
2023-05-05 Spaid John L Officer A-Award A Common Stock 4,000 0.00 15,280
2023-05-05 PASCOE KEVIN CARLTON Officer A-Award A Common Stock 4,000 0.00 36,893
2023-05-05 Mendelsohn D. Eric Director / Officer A-Award A Common Stock 5,000 0.00 51,256
2023-05-05 Gaines Kristin Sallee Officer A-Award A Common Stock 4,000 0.00 48,609
2023-02-24 WEBB ROBERT T Director A-Award A Stock Option (Right to Buy) 2023 10,000 54.73 547.3K 10,000
2023-02-24 Travis David L Officer A-Award A Stock Option (Right to Buy) 2023 8,333 54.73 456.1K 8,333
2023-02-24 Spaid John L Officer A-Award A Stock Option (Right to Buy) 2023 8,500 54.73 465.2K 8,500
2023-02-24 SWAFFORD CHARLOTTE A Director A-Award A Stock Option (Right to Buy) 2023 10,000 54.73 547.3K 10,000
2023-02-24 PASCOE KEVIN CARLTON Officer A-Award A Stock Option (Right to Buy) 2023 8,500 54.73 465.2K 8,500
2023-02-24 Mendelsohn D. Eric Officer A-Award A Stock Option (Right to Buy) 2023 13,333 54.73 729.7K 13,333
2023-02-24 MCCABE ROBERT A JR Director A-Award A Stock Option (Right to Buy) 2023 10,000 54.73 547.3K 10,000
2023-02-24 Jobe James R Director A-Award A Stock Option (Right to Buy) 2023 10,000 54.73 547.3K 10,000
2023-02-24 Gaines Kristin Sallee Officer A-Award A Stock Option (Right to Buy) 2023 8,334 54.73 456.1K 8,334
2023-02-24 COLDEN TRACY M J Director A-Award A Stock Option (Right to Buy) 2023 10,000 54.73 547.3K 10,000
2023-02-24 ADAMS W ANDREW Director A-Award A Stock Option (Right to Buy) 2023 10,000 54.73 547.3K 10,000
2023-02-24 ADAMS ROBERT G Director A-Award A Stock Option (Right to Buy) 2023 10,000 54.73 547.3K 10,000
2022-12-14 ADAMS ROBERT G Director P-Purchase A Common Stock 1,000 56.60 56.6K 180,548
2022-08-26 PASCOE KEVIN CARLTON Officer F-InKind D Common Stock 16,065 67.10 1.08M 32,893
2022-08-15 ADAMS ROBERT G Director P-Purchase A Common Stock 1,500 65.93 98.9K 85,411
2022-06-01 COLDEN TRACY M J Director A-Award A Stock Options (Right to Buy) 25,000 59.43 1.49M 25,000
2022-02-25 WEBB ROBERT T Director A-Award A Stock Option (Right to buy) 2022 25,000 53.41 1.34M 25,000
2022-02-25 Travis David L Officer A-Award A Stock Option (Right to buy) 2022 11,666 53.41 623.1K 11,666
2022-02-25 Spaid John L Officer A-Award A Stock Option (Right to buy) 2022 18,333 53.41 979.2K 18,333
2022-02-25 SWAFFORD CHARLOTTE A Director A-Award A Stock Option (Right to buy) 2022 25,000 53.41 1.34M 25,000
2022-02-25 PASCOE KEVIN CARLTON Officer A-Award A Stock Option (Right to buy) 2022 18,333 53.41 979.2K 18,333
2022-02-25 Mendelsohn D. Eric Officer A-Award A Stock Option (Right to buy) 2022 41,668 53.41 2.23M 41,668
2022-02-25 MCCABE ROBERT A JR Director A-Award A Stock Option (Right to buy) 2022 25,000 53.41 1.34M 25,000
2022-02-25 Jobe James R Director A-Award A Stock Option (Right to buy) 2022 25,000 53.41 1.34M 25,000
2022-02-25 Gaines Kristin Sallee Officer A-Award A Stock Option (Right to buy) 2022 18,333 53.41 979.2K 18,333
2022-02-25 ADAMS W ANDREW Director A-Award A Stock Option (Right to buy) 2022 25,000 53.41 1.34M 25,000
2022-02-25 ADAMS ROBERT G Director A-Award A Stock Option (Right to buy) 2022 25,000 53.41 1.34M 25,000
2021-12-30 ADAMS ROBERT G Director P-Purchase A Common Stock 2,000 57.25 114.5K 170,000
2021-12-01 WEBB ROBERT T Director P-Purchase A Common Stock - Nancy P. Webb Family Trust 1,000 51.40 51.4K 42,000
2021-11-29 WEBB ROBERT T Director P-Purchase A Common Stock - Nancy P. Webb Family Trust 1,000 52.86 52.9K 40,000
2021-09-30 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 2,000 53.86 107.7K 39,000
2021-09-29 Mendelsohn D. Eric Officer P-Purchase A Common Stock 874 54.42 47.6K 46,256
2021-09-17 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 1,500 57.25 85.9K 37,000
2021-09-16 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 1,500 57.50 86.3K 35,500
2021-09-14 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 1,500 58.00 87.0K 34,000
2021-09-10 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 1,500 58.50 87.8K 32,500
2021-09-09 MCCABE ROBERT A JR Director P-Purchase A Shares Of Common Stock 468 59.84 28.0K 17,456
2021-07-06 ADAMS W ANDREW Director G-Gift D Common Stock By Adams Family Foundation II 45,307 0.00 177,000
2021-06-17 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 1,184 65.00 77.0K 31,000
2021-02-25 WEBB ROBERT T Director A-Award A Stock Options (Right to Buy) 2-25-2021 25,000 69.20 1.73M 25,000
2021-02-25 Travis David L Officer A-Award A Stock Options (Right to Buy) 2-25-2021 11,668 69.20 807.4K 11,668
2021-02-25 Spaid John L Officer A-Award A Stock Options (Right to Buy) 2-25-2021 18,334 69.20 1.27M 18,334
2021-02-25 SWAFFORD CHARLOTTE A Director A-Award A Stock Options (Right to Buy) 2-25-2021 25,000 69.20 1.73M 25,000
2021-02-25 PASCOE KEVIN CARLTON Officer A-Award A Stock Options (Right to Buy) 2-25-2021 18,333 69.20 1.27M 18,333
2021-02-25 Mendelsohn D. Eric Officer A-Award A Stock Options (Right to Buy) 2-25-2021 41,666 69.20 2.88M 41,666
2021-02-25 MCCABE ROBERT A JR Director A-Award A Stock Options (Right to Buy) 2-25-2021 25,000 69.20 1.73M 25,000
2021-02-25 Jobe James R Director A-Award A Stock Options (Right to Buy) 2-25-2021 25,000 69.20 1.73M 25,000
2021-02-25 Gaines Kristin Sallee Officer A-Award A Stock Options (Right to Buy) 2-25-2021 18,333 69.20 1.27M 18,333
2021-02-25 ADAMS W ANDREW Director A-Award A Stock Options (Right to Buy) 2-25-2021 25,000 69.20 1.73M 25,000
2021-02-25 ADAMS ROBERT G Director A-Award A Stock Options (Right to Buy) 2-25-2021 25,000 69.20 1.73M 25,000
2021-02-22 ADAMS W ANDREW Director M-Exempt A Common Stock 20,000 60.52 1.21M 36,513
2021-02-21 Reel Ronald V Officer D Stock Options (Right to Buy) 2019 12,500 79.96 999.5K 0
2020-12-14 ADAMS ROBERT G Director P-Purchase A Common Stock 2,000 67.75 135.5K 168,000
2020-11-18 ADAMS ROBERT G Director P-Purchase A Common Stock 4,000 66.33 265.3K 83,911
2020-11-17 ADAMS ROBERT G Director P-Purchase A Common Stock 1,000 66.45 66.5K 79,911
2020-05-13 ADAMS ROBERT G Director P-Purchase A Common Stock 425 48.36 20.6K 339,579
2020-05-06 SWAFFORD CHARLOTTE A Director I Common Stock 0 0.00 100,185
2020-05-06 ADAMS ROBERT G Director I Common Stock 0 0.00 78,911
2020-05-01 Travis David L Officer A-Award A Stock Options - 2020 2,500 53.76 134.4K 2,500
2020-03-23 ADAMS W ANDREW Director P-Purchase A Common Stock By Amk, L.p. 27,000 36.16 976.3K 759,784
2020-03-17 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 1,189 42.05 50.0K 29,816
2020-03-16 WEBB ROBERT T Director P-Purchase A Shares Of Common Stock 2,151 46.28 99.6K 27,345
2020-03-12 Mendelsohn D. Eric Officer 0 0.00 0
2020-02-24 Reel Ronald V Officer M-Exempt D Stock Options (Right to Buy) 2019 12,500 79.96 999.5K 0
2020-02-24 PASCOE KEVIN CARLTON Officer S-Sale D Common Stock 3,043 90.56 275.6K 30,625
2020-02-24 Mendelsohn D. Eric Officer S-Sale D Common Stock 4,000 90.58 362.3K 44,256
2020-02-21 WEBB ROBERT T Director A-Award A Stock Options (Right to Buy) 2-21-2020 25,000 90.79 2.27M 25,000
2020-02-21 Spaid John L Officer A-Award A Stock Options (Right to Buy) 2-21-2020 18,333 90.79 1.66M 18,333
2020-02-21 Reel Ronald V Officer A-Award A Stock Options (Right to Buy) 2-21-2020 13,334 90.79 1.21M 13,334
2020-02-21 PASCOE KEVIN CARLTON Officer F-InKind D Common Stock 16,963 90.79 1.54M 33,668
2020-02-21 Mendelsohn D. Eric Officer A-Award A Stock Options (Right to Buy) 2-21-2020 41,668 90.79 3.78M 41,668
2020-02-21 MCCABE ROBERT A JR Director A-Award A Stock Options (Right to Buy) 2-21-2020 25,000 90.79 2.27M 25,000
2020-02-21 Jobe James R Director A-Award A Stock Options (Right to Buy) 2-21-2020 25,000 90.79 2.27M 25,000
2020-02-21 Gaines Kristin Sallee Officer A-Award A Stock Options (Right to Buy) 2-21-2020 18,333 90.79 1.66M 18,333
2020-02-21 ADAMS W ANDREW Director 0 0.00 0
2020-02-20 Reel Ronald V Officer D Stock Options (Right to Buy) 2-20-18 10,834 64.33 697.0K 0
2020-02-20 PASCOE KEVIN CARLTON Officer M-Exempt D Stock Options (Right to Buy) 2-20-18 16,668 64.33 1.07M 0
2020-02-20 Mendelsohn D. Eric Officer M-Exempt D Stock Options (Right to Buy) 2-20-18 41,668 64.33 2.68M 0
2020-02-17 ADAMS W ANDREW Director M-Exempt A Common Stock 20,000 72.11 1.44M 32,787
2020-02-14 MCCABE ROBERT A JR Director M-Exempt A Shares Of Common Stock 25,000 79.96 2.00M 39,122
2020-02-13 PASCOE KEVIN CARLTON Officer M-Exempt D Stock Options (Right to Buy) 2019 18,333 79.96 1.47M 0
2020-02-13 Mendelsohn D. Eric Officer M-Exempt A Common Stock 33,334 74.78 2.49M 61,849
2020-02-11 Spaid John L Officer M-Exempt D Stock Options (Right to Buy) 2-20-18 7,166 64.33 461.0K 7,000
2020-02-07 Jobe James R Director M-Exempt A Common Stock - Jointly held with spouse 25,000 79.96 2.00M 37,052
2019-11-08 Reel Ronald V Officer D Common Stock 0 0.00 16,295
2019-10-23 PASCOE KEVIN CARLTON Officer M-Exempt D Stock Options (Right to Buy) 2-22-19 exp 2-22-22 16,668 74.78 1.25M 0
2019-09-24 Jobe James R Director S-Sale D Common Stock - Jointly held with spouse 900 83.23 74.9K 12,052
2019-08-14 PASCOE KEVIN CARLTON Officer S-Sale D Common Stock 1,100 81.89 90.1K 26,726
2019-08-13 PASCOE KEVIN CARLTON Officer S-Sale D Common Stock 900 82.46 74.2K 27,826
2019-07-11 PASCOE KEVIN CARLTON Officer M-Exempt D Stock Options (Right to Buy) 2-20-18 16,666 64.33 1.07M 0
2019-02-21 WEBB ROBERT T Director A-Award A Stock Option Grant 2-21-19 25,000 79.96 2.00M 25,000
2019-02-21 Spaid John L Officer A-Award A Stock Options (Right to Buy) 2019 15,833 79.96 1.27M 15,833
2019-02-21 PASCOE KEVIN CARLTON Officer A-Award A Stock Options (Right to Buy) 2019 18,333 79.96 1.47M 18,333
2019-02-21 Mendelsohn D. Eric Officer A-Award A Stock Options (Right to Buy) 2019 41,666 79.96 3.33M 41,666
2019-02-21 MCCABE ROBERT A JR Director A-Award A Stock Option Grant 2-21-19 25,000 79.96 2.00M 25,000
2019-02-21 Jobe James R Director A-Award A Stock Option Grant 2-21-19 25,000 79.96 2.00M 25,000
2019-02-21 Hopkins Roger R Officer A-Award A Stock Options (Right to Buy) 2019 16,668 79.96 1.33M 16,668
2019-02-21 Gaines Kristin Sallee Officer A-Award A Stock Options (Right to Buy) 2019 18,333 79.96 1.47M 18,333
2019-02-21 ADAMS W ANDREW Director A-Award A Stock Option Grant 2-21-19 25,000 79.96 2.00M 25,000
2019-02-01 Hopkins Roger R Officer F-InKind D Common Stock 45,500 83.26 3.79M 46,000
2019-01-31 Mendelsohn D. Eric Officer M-Exempt D Stock Options (Right to Buy) 2-22-18 Exp 2-22-22 33,333 74.78 2.49M 0
2019-01-31 Gaines Kristin Sallee Officer M-Exempt D Stock Options (Right to Buy) 16,668 60.52 1.01M 0
2019-01-30 Spaid John L Officer M-Exempt D Stock Options (Right to Buy) 13,334 63.63 848.4K 0
2019-01-30 MCCABE ROBERT A JR Director M-Exempt A Shares Of Common Stock 20,000 74.78 1.50M 33,120
2019-01-29 WEBB ROBERT T Director M-Exempt D Stock Option Grant - 2-22-17 20,000 74.78 1.50M 0
2019-01-29 PASCOE KEVIN CARLTON Officer M-Exempt D Stock Options (Right to Buy) 2-22-18 Exp 2-22-22 16,666 74.78 1.25M 0
2019-01-29 ADAMS W ANDREW Director F-InKind D Common Stock 11,322 81.23 919.7K 12,787
2018-12-14 PASCOE KEVIN CARLTON Officer S-Sale D Common Stock 2,070 79.60 164.8K 25,123
2018-12-13 Gaines Kristin Sallee Officer S-Sale D Common Stock 5,233 79.78 417.5K 38,411
2018-12-12 Gaines Kristin Sallee Officer S-Sale D Common Stock 5,475 80.92 443.0K 43,644
2018-12-10 Gaines Kristin Sallee Officer M-Exempt A Common Stock 16,666 72.11 1.20M 59,951
2018-12-07 Mendelsohn D. Eric Officer M-Exempt A Common Stock 41,666 64.33 2.68M 57,991

Executive team

Top executives
EBIT / Employee
6.61M
Shares Outstanding
48.46M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 D. Eric Mendelsohn CEO and President 700.0K 586.7K 705.6K 1.65M 10.5K 3.65M 35.38%
2 2025 John L. Spaid Chief Financial Officer 520.0K 476.7K 423.3K 750.0K 10.5K 2.18M 41.28%
3 2025 Kevin C. Pascoe Chief Investment Officer 400.0K 403.4K 423.3K 750.0K 10.5K 1.99M 41.60%
4 2025 David L. Travis Chief Accounting Officer 330.0K 403.4K 282.2K 412.5K 10.5K 1.44M 47.66%
5 2025 Kristin S. Gaines Chief Transaction Officer 225.0K 293.4K 235.2K 562.5K 10.5K 1.33M 39.84%
6 2024 D. Eric Mendelsohn CEO and President 525.0K 173.3K 315.2K 1.22M 10.4K 2.25M 21.74%
7 2024 John L. Spaid Chief Financial Officer 420.0K 173.3K 201.0K 450.0K 10.4K 1.25M 29.83%
8 2024 Kevin C. Pascoe Chief Investment Officer 249.5K 173.3K 201.0K 500.0K 10.4K 1.13M 33.00%
9 2024 Kristin S. Gaines Chief Transaction Officer 216.3K 173.3K 197.0K 375.0K 10.4K 971.9K 38.10%
10 2024 David L. Travis Chief Accounting Officer 315.0K 173.3K 197.0K 275.0K 10.4K 970.6K 38.15%
11 2023 D. Eric Mendelsohn CEO and President 500.0K 246.5K 453.1K 875.0K 9.9K 2.08M 33.56%
12 2023 John L. Spaid Chief Financial Officer 400.0K 54.3K 197.2K 288.9K 345.7K 9.9K 1.30M 37.51%
13 2023 Kevin C. Pascoe Chief Investment Officer 242.3K 197.2K 288.9K 450.0K 9.9K 1.19M 40.91%
14 2023 Kristin S. Gaines Chief Transaction Officer 206.0K 83.7K 197.2K 283.2K 271.3K 9.9K 1.05M 45.70%
15 2023 David L. Travis Chief Accounting Officer 300.0K 23.8K 197.2K 283.2K 201.2K 9.9K 1.02M 47.32%
16 2022 D. Eric Mendelsohn CEO and President 417.7K 780.0K 1.46M 9.2K 2.66M 54.71%
17 2022 John L. Spaid Chief Financial Officer 315.0K 375.0K 641.6K 9.2K 1.34M 47.85%
18 2022 Kristin S. Gaines Chief Transaction Officer 200.8K 355.0K 641.6K 9.2K 1.21M 53.18%
19 2022 Kristin S. Gaines Chief Credit Officer 200.8K 355.0K 641.6K 9.2K 1.21M 53.18%
20 2022 Kevin C. Pascoe Chief Investment Officer 235.2K 212.5K 641.6K 9.2K 1.10M 58.41%
21 2022 David L. Travis Chief Accounting Officer 275.0K 200.0K 408.3K 9.2K 892.4K 45.75%
22 2021 D. Eric Mendelsohn Chief Executive Officer and President 397.8K 370.0K 1.79M 8.7K 2.57M 69.75%
23 2021 D. Eric Mendelsohn CEO and President 397.8K 370.0K 1.79M 8.7K 2.57M 69.75%
24 2021 John L. Spaid CFO and EVP, Finance 300.0K 175.0K 788.0K 8.7K 1.27M 61.96%
25 2021 John L. Spaid Chief Financial Officer 300.0K 175.0K 788.0K 8.7K 1.27M 61.96%
26 2021 Kevin C. Pascoe Chief Investment Officer 224.0K 200.0K 788.0K 8.7K 1.22M 64.55%
27 2021 Kristin S. Gaines Chief Credit Officer 191.2K 172.5K 788.0K 8.7K 1.16M 67.90%
28 2021 Kristin S. Gaines Chief Transaction Officer 191.2K 172.5K 788.0K 8.7K 1.16M 67.90%
29 2021 David L. Travis Chief Accounting Officer 206.0K 82.5K 501.4K 8.7K 798.6K 62.79%
30 2020 D. Eric Mendelsohn Chief Executive Officer and President 386.3K 350.0K 694.2K 350.0K 8.6K 1.79M 38.80%
31 2020 D. Eric Mendelsohn CEO and President 386.3K 350.0K 694.2K 350.0K 8.6K 1.79M 38.80%
32 2020 Kevin C. Pascoe Chief Investment Officer 217.5K 187.5K 305.5K 187.5K 8.6K 906.5K 33.70%
33 2020 John L. Spaid Chief Financial Officer 250.0K 137.5K 305.5K 137.5K 8.6K 839.0K 36.41%
34 2020 John L. Spaid CFO and EVP, Finance 250.0K 137.5K 305.5K 137.5K 8.6K 839.0K 36.41%
35 2020 Kristin S. Gaines Chief Credit Officer 185.7K 165.0K 305.5K 165.0K 8.6K 829.7K 36.82%
36 2020 David L. Travis Chief Accounting Officer 133.3K 50.0K 62.3K 50.0K 4.1K 299.7K 20.77%
37 2019 D. Eric Mendelsohn Chief Executive Officer and President 375.0K 325.0K 775.1K 325.0K 8.4K 1.81M 42.86%
38 2019 Roger R. Hopkins Chief Accounting Officer 256.4K 911.7K 137.5K 364.5K 1.67M 54.59%
39 2019 Kevin C. Pascoe Chief Investment Officer 211.2K 175.0K 341.1K 175.0K 8.4K 910.6K 37.45%
40 2019 Kristin S. Gaines Chief Credit Officer 180.3K 157.5K 341.1K 157.5K 8.4K 844.7K 40.38%
41 2019 John L. Spaid CFO and EVP, Finance 184.2K 112.5K 294.5K 112.5K 8.4K 712.2K 41.36%
42 2018 D. Eric Mendelsohn Chief Executive Officer and President 350.0K 380.0K 561.8K 500.0K 8.3K 1.80M 31.21%
43 2018 Kevin C. Pascoe Chief Investment Officer 205.0K 160.0K 224.7K 325.0K 8.3K 923.0K 24.35%
44 2018 Roger R. Hopkins Chief Accounting Officer 303.0K 70.0K 224.7K 275.0K 8.3K 881.0K 25.51%
45 2018 Kristin S. Gaines Chief Credit Officer 175.0K 80.0K 224.7K 300.0K 8.3K 788.0K 28.52%
46 2018 John L. Spaid CFO and EVP, Finance 168.1K 80.0K 191.0K 200.0K 8.3K 647.3K 29.50%
47 2018 John Spaid EVP, Finance 168.1K 80.0K 191.0K 200.0K 8.3K 647.3K 29.50%
48 2017 D. Eric Mendelsohn Chief Executive Officer and President 340.0K 440.0K 574.0K 360.0K 8.1K 1.72M 33.33%
49 2017 Kevin C. Pascoe Chief Investment Officer 200.0K 200.0K 287.0K 300.0K 8.1K 995.1K 28.84%
50 2017 Roger R. Hopkins Chief Accounting Officer 300.0K 100.0K 287.0K 250.0K 8.1K 945.1K 30.37%
51 2017 Kristin S. Gaines Chief Credit Officer 168.0K 100.0K 287.0K 300.0K 8.1K 863.1K 33.25%
52 2017 John Spaid EVP, Finance 163.2K 100.0K 229.6K 180.0K 8.1K 680.9K 33.72%
53 2016 D. Eric Mendelsohn Chief Executive Officer and President 300.0K 300.0K 272.3K 300.0K 8.0K 1.18M 23.07%
54 2016 Kevin C. Pascoe EVP, Investments 175.0K 150.0K 181.5K 280.0K 8.0K 794.5K 22.85%
55 2016 Kevin C. Pascoe Chief Investment Officer 175.0K 150.0K 181.5K 280.0K 8.0K 794.5K 22.85%
56 2016 Roger R. Hopkins Chief Accounting Officer 295.0K 40.0K 181.5K 225.0K 8.0K 749.5K 24.22%
57 2016 Kristin S. Gaines Chief Credit Officer 160.0K 40.0K 181.5K 300.0K 8.0K 689.5K 26.33%
58 2016 John Spaid EVP, Finance 160.0K 40.0K 160.8K 160.0K 56.0K 576.8K 27.88%
59 2015 Roger R. Hopkins Chief Accounting Officer 286.8K 40.0K 245.3K 225.0K 8.0K 805.1K 30.47%
60 2015 J. Justin Hutchens Chief Executive Officer, President 266.7K 447.3K 59.5K 773.4K 57.83%
61 2015 Kristin S. Gaines Chief Credit Officer 155.2K 40.0K 245.3K 300.0K 8.0K 748.4K 32.78%
62 2015 D. Eric Mendelsohn Chief Executive Officer, President 198.0K 150.0K 196.2K 183.0K 727.2K 26.99%
63 2015 D. Eric Mendelsohn Chief Executive Officer and President 197.8K 150.0K 196.2K 183.0K 727.0K 26.99%
64 2015 Kevin C. Pascoe EVP, Investments 150.0K 40.0K 196.2K 280.0K 8.0K 674.2K 29.11%
65 2015 Kevin C. Pascoe Chief Investment Officer 150.0K 40.0K 196.2K 280.0K 8.0K 674.2K 29.11%
66 2014 J. Justin Hutchens Chief Executive Officer, President 400.0K 350.0K 460.8K 800.0K 7.8K 2.02M 22.83%
67 2014 Roger R. Hopkins Chief Accounting Officer 278.5K 80.0K 257.0K 150.0K 7.8K 773.3K 33.23%
68 2014 Kristin S. Gaines Chief Credit Officer 150.6K 80.0K 257.0K 200.0K 7.8K 695.4K 36.95%
69 2013 J. Justin Hutchens Chief Executive Officer, President 400.0K 200.0K 587.9K 800.0K 7.7K 2.00M 29.46%
70 2013 Roger R. Hopkins Chief Accounting Officer 270.4K 80.0K 341.5K 150.0K 7.7K 849.5K 40.20%
71 2013 Kristin S. Gaines Chief Credit Officer 146.3K 80.0K 341.5K 200.0K 7.7K 775.4K 44.04%
72 2012 J. Justin Hutchens Chief Executive Officer, President 400.0K 100.0K 537.7K 750.0K 7.5K 1.80M 29.95%
73 2012 Roger R. Hopkins Chief Accounting Officer 262.5K 40.0K 361.6K 125.0K 7.5K 796.6K 45.39%
74 2012 Kristin S. Gaines Chief Credit Officer 142.0K 40.0K 361.6K 175.0K 7.5K 726.1K 49.80%
75 2011 J. Justin Hutchens Chief Executive Officer, President 380.0K 25.0K 996.4K 650.0K 2.05M 48.57%
76 2011 Roger R. Hopkins Chief Accounting Officer 250.0K 10.0K 495.3K 100.0K 1.3K 856.6K 57.82%
77 2011 Kristin S. Gaines Chief Credit Officer 135.0K 10.0K 495.3K 135.0K 1.8K 777.0K 63.74%
78 2011 W. Andrew Adams Former Chief Executive Officer 144.0K 144.0K 0.00%
79 2010 J. Justin Hutchens Chief Executive Officer, President 386.1K 630.0K 655.5K 1.67M 39.21%
80 2010 J. Justin Hutchens Chief Operating Officer 386.1K 630.0K 655.5K 1.67M 39.36%
81 2010 W. Andrew Adams Former Chief Executive Officer 247.0K 409.5K 426.1K 1.08M 0.00%
82 2010 W. Andrew Adams Chief Executive Officer 247.0K 409.5K 426.1K 1.08M 39.36%
83 2010 Roger R. Hopkins Chief Accounting Officer 246.2K 100.0K 275.5K 2.4K 624.0K 44.15%
84 2010 Kristin S. Gaines Chief Credit Officer 119.6K 135.0K 275.5K 4.3K 534.5K 51.55%
85 2009 J. Justin Hutchens Chief Operating Officer 299.6K 436.7K 257.3K 150.0K 1.14M 22.50%
86 2009 J. Justin Hutchens Chief Executive Officer, President 299.6K 436.7K 257.3K 150.0K 1.14M 22.50%
87 2009 W. Andrew Adams Former Chief Executive Officer 966.8K 966.8K 0.00%
88 2009 W. Andrew Adams Chief Executive Officer 966.8K 966.8K 0.00%
89 2009 Roger R. Hopkins Chief Accounting Officer 218.3K 75.0K 178.8K 2.4K 475.5K 37.60%
90 2009 Kristin S. Gaines Chief Credit Officer
91 2008 W. Andrew Adams Chief Executive Officer 1.76M 1.76M 0.00%
92 2008 W. Andrew Adams CEO and President 900.0K 900.0K 0.00%
93 2008 Kenneth D. DenBesten Sr. VP Finance, Secretary 130.0K 204.5K 3.4K 334.5K 62.15%
94 2008 Roger R. Hopkins Chief Accounting Officer 200.0K 75.0K 58.5K 24.6K 323.0K 25.71%
95 2008 J. Justin Hutchens Chief Operating Officer
96 2008 Kristin S. Gaines Chief Credit Officer
97 2007 W. Andrew Adams Chief Executive Officer 3.63M 3.63M 0.00%
98 2007 J. Justin Hutchens Chief Operating Officer 1.14M 0.00%
99 2007 Kenneth D. DenBesten Sr. VP Finance, Secretary 293.6K 370.0K 308.0K 36.0K 627.9K 54.79%
100 2007 Roger R. Hopkins Chief Accounting Officer 140.0K 40.0K 475.5K 0.00%
101 2007 W. Andrew Adams CEO and President
102 2006 Kenneth D. DenBesten Sr. VP Finance, Secretary 200.0K 417.8K 329.2K 49.0K 891.8K 42.41%
103 2006 Charlotte A. Swafford 62.1K 300.0K 362.1K 0.00%
104 2006 Donald K. Daniel 62.1K 300.0K 362.1K 0.00%
105 2006 Roger R. Hopkins Chief Accounting Officer 61.0K 7.4K 217.7K 3.39%
106 2006 W. Andrew Adams CEO and President 50.0K 50.0K 0.00%
107 2006 W. Andrew Adams
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-03 DEFA14A
2026-04-03 DEF 14A
2025-05-13 DEFA14A
2025-05-05 DEFA14A
2025-04-30 DEFA14A
2025-04-17 DEFA14A
2025-04-08 DEFA14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 8-K
2026-05-04 8-K
2026-05-04 10-Q
2026-04-30 SC 13G
2026-04-29 SC 13G
2026-04-23 8-K
2026-04-22 8-K/A
2026-04-21 8-K
2026-04-03 DEFA14A

Executive team

NameTitleCompensationGender
D. Eric Mendelsohn President, Chief Executive Officer & Director 2M male
John L. Spaid Executive Vice President of Finance, Chief Financial Officer & Treasurer 1M male
Kevin Carlton Pascoe Executive Vice President of Investments & Chief Investment Officer 1M male
Kristin Sallee Gaines Senior Vice President & Chief Transaction Officer 798.0K female
David Louis Travis Senior Vice President & Chief Accounting Officer 753.0K male
Beth J. Blankenship Senior Vice President of Legal Affairs & Corporate Secretary female
Susan V. Sidwell Corporate Secretary female
Colleen Schaller Real Estate Transaction Manager female
Dana Rolfson Hambly Senior Vice President of Finance & Investor Relations male
Grant Johnston Senior Vice President Asset Management male
Kimberly Ouimet Director of Corporate Compliance & Human Resources male
ESG Rating
C+
REIT - HEALTHCARE FACILITIES
2016
E (Environmental)
66.8 / 68.8
Company / Sector avg.
S (Social)
68.1 / 72.3
Company / Sector avg.
G (Governance)
65.8 / 69.5
Company / Sector avg.
ESG Total
66.9 / 70.2
Company / Sector avg.
ESG Score History REIT - HEALTHCARE FACILITIES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2026-01-15 2026-02-13 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2022-09-01 2022-10-12 Virginia Foxx NC05 Joint Sale (Full) $50,001 - $100,000
2022-06-28 2022-07-05 Virginia Foxx NC05 Joint Purchase $15,001 - $50,000
2022-01-28 2022-02-04 Virginia Foxx NC05 Joint Sale (Full) $50,001 - $100,000
2021-11-08 2021-12-03 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2021-08-09 2021-09-03 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2021-08-06 2021-09-03 Virginia Foxx NC05 Joint Purchase $1,001 - $15,000
2021-05-27 2021-06-03 Virginia Foxx NC05 Joint Purchase $15,001 - $50,000
2021-05-12 2021-06-03 Virginia Foxx NC05 Joint Purchase $15,001 - $50,000
2021-04-19 2021-05-05 Virginia Foxx NC05 Joint Purchase $50,001 - $100,000
2020-03-31 2020-04-16 Gilbert Cisneros CA31 -- Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits