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NMI Holdings, Inc. (NMIH)

USD41.53 +0.37 (+0.90%)
US NASDAQ Financial Services Insurance - Specialty
Address 2100 Powell Street 94608
EmeryVille, CA, US
CEO Adam S. Pollitzer
IPO 2013-11-08
CIK 1547903 ISIN US6292093050

Explore sections of this company profile

Description

NMI Holdings, Inc. is a company operating within the United States that offers private mortgage guaranty insurance. In addition to its core insurance products, the firm also delivers outsourced loan assessment services, specifically catering to mortgage loan originators. Its diverse client roster includes national and regional mortgage banks, prominent money center banks, credit unions, local community banks, builder-owned lenders, internet-based lending platforms, and other non-bank mortgage providers. The company commenced operations after its incorporation in 2011 and is based in Emeryville, California.

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
USD41.53 +0.37 (+0.90%)
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Volume Profile
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Liquidity & share structure
Average Volume
574.8K
Beta
0.54
Float Shares
74.76M
Free Float %
98.2%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-3.58% -2.01% -2.93% -8.47% -0.19% -8.11% -1.88% +57.81% +66.73% +512.42% +167.71%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (20 ratings, all time) Buy
Price Targets & DCF
Current price
41.53
Low 43.00 +3.5%
Consensus 43.50 +4.7%
Median 43.50 +4.7%
High 44.00 +5.9%
DCF (Unlevered) 150.34 +262.0%
DCF (Levered) 158.08 +280.6%

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

Ratings Trend (MoM) 71% Bullish
Rating 2026-05 Change
Strong Buy 2 0
Buy 3 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 2
43.50
+4.7%
All Time 10
39.90
-3.9%
Quality scores
Altman Z-Score
0.67
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
10 / 10
Strong MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
1 / 5
Low
ROA Score
2 / 5
Medium
D/E Score
4 / 5
High
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers ★ Strong MOAT
  • Revenue growth Insurance - Specialty: +11.0%
    +8.4% Q1'26: +5.9% (vs Q1'25)
  • EPS growth Insurance - Specialty: +18.3%
    +11.1% Q1'26: +0.0% (vs Q1'25)
  • FCF margin FCF growth · Insurance - Specialty: +39.7%
    +45.1% Q1'26: +62.7% (vs Q1'25)
  • EBIT margin Insurance - Specialty: +18.3%
    +74.9% Q1'26: +72.0% (vs Q1'25)
  • ROIC Insurance - Specialty: +10.3%
    +16.1% Q1'26: +0.0% (vs Q1'25)
  • Share dilution Insurance - Specialty: +0.5%
    -2.8% Q1'26: -3.0% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Insurance - Specialty: 0.25×
    0.79× Q1'26: 0.79× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.59) × ERP
WACC = 88% × Ke + 12% × Kd (6.8%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 150.34 Current price: 41.53
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 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
2 Rev. Ana.
4 EPS Ana.
Dec 2027
2 Rev. Ana.
4 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
22.21M
est: 15.19M (+46.2%)
55.51M
est: 54.48M (+1.9%)
121.92M
est: 125.99M (-3.2%)
178.64M
est: 179.35M (-0.4%)
273.63M
est: 252.00M (+8.6%)
370.11M
est: 346.66M (+6.8%)
436.19M
est: 400.95M (+8.8%)
485.64M
est: 445.11M (+9.1%)
524.46M
est: 477.88M (+9.7%)
579.00M
est: 617.91M (-6.3%)
650.97M
est: 566.40M (+14.9%)
705.58M
est: 602.59M (+17.1%)
630.79M
627.97M – 633.60M
+4.7% YoY
657.70M
657.57M – 657.82M
+4.3% YoY
809.35M
807.50M – 811.21M
+23.1% YoY
EBITDA
-43.21M
est: -45.21M (+4.4%)
-20.88M
est: -24.81M (+15.9%)
31.96M
est: 54.13M (-41.0%)
72.98M
est: 64.84M (+12.6%)
158.75M
est: 145.49M (+9.1%)
238.04M
est: 216.65M (+9.9%)
252.42M
est: 208.13M (+21.3%)
339.75M
est: 329.30M (+3.2%)
421.34M
est: 377.76M (+11.5%)
456.46M
est: 472.94M (-3.5%)
512.24M
est: 433.51M (+18.2%)
528.28M
est: 461.21M (+14.5%)
482.80M
480.64M – 484.95M
+4.7% YoY
503.39M
503.30M – 503.48M
+4.3% YoY
619.47M
618.05M – 620.89M
+23.1% YoY
EBIT
-51.29M
est: 10.78M (-575.7%)
-25.74M
est: 38.68M (-166.5%)
26.30M
est: 89.45M (-70.6%)
66.32M
est: 127.34M (-47.9%)
150.94M
est: 178.92M (-15.6%)
228.74M
est: 246.14M (-7.1%)
242.49M
est: 284.68M (-14.8%)
328.52M
est: 292.60M (+12.3%)
409.47M
est: 321.86M (+27.2%)
444.92M
est: 462.56M (-3.8%)
500.31M
est: 423.99M (+18.0%)
528.28M
est: 451.09M (+17.1%)
472.19M
470.09M – 474.30M
+4.7% YoY
492.34M
492.25M – 492.43M
+4.3% YoY
605.87M
604.48M – 607.25M
+23.1% YoY
Net Income
-48.91M
est: -51.12M (+4.3%)
-27.79M
est: -30.04M (+7.5%)
64.00M
est: 80.13M (-20.1%)
22.05M
est: 20.03M (+10.1%)
107.93M
est: 99.13M (+8.9%)
171.96M
est: 156.53M (+9.9%)
171.57M
est: 142.62M (+20.3%)
231.13M
est: 224.01M (+3.2%)
292.90M
est: 261.37M (+12.1%)
322.11M
est: 340.14M (-5.3%)
360.11M
est: 360.81M (-0.2%)
388.93M
est: 385.70M (+0.8%)
407.58M
398.14M – 417.02M
+5.7% YoY
427.54M
424.42M – 430.65M
+4.9% YoY
434.30M
433.01M – 435.60M
+1.6% YoY
SGA
617.0K
270.0K
2.25M
est: 884.2K (+154.2%)
est: 1.60M (-100.0%)
— – —
— – —
— – —
EPS
-0.84
est: -0.96 (+12.5%)
-0.47
est: -0.49 (+4.1%)
1.11
est: 0.20 (+449.5%)
0.37
est: 0.55 (-33.1%)
1.66
est: 1.65 (+0.7%)
2.54
est: 2.56 (-0.6%)
2.20
est: 2.11 (+4.2%)
2.70
est: 2.70 (+0.0%)
3.45
est: 3.37 (+2.4%)
3.91
est: 4.30 (-9.1%)
4.51
est: 4.56 (-1.0%)
5.01
est: 4.90 (+2.2%)
5.13
5.04 – 5.28
+4.6% YoY
5.41
5.37 – 5.45
+5.5% YoY
5.49
5.48 – 5.51
+1.6% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-04 Keefe, Bruyette & Woods Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A- 4/5 5/5 1/5 2/5 4/5 4/5 5/5
2026-05-08 A- 4/5 5/5 1/5 2/5 4/5 4/5 5/5
2026-05-07 A- 4/5 5/5 1/5 2/5 4/5 4/5 5/5
2026-05-06 A- 4/5 5/5 1/5 2/5 4/5 4/5 5/5
2026-05-05 A- 4/5 5/5 1/5 2/5 4/5 4/5 5/5
2026-05-04 A- 4/5 5/5 1/5 2/5 4/5 4/5 5/5
2026-05-01 A 4/5 5/5 2/5 5/5 1/5 5/5 5/5
2026-04-30 A 4/5 5/5 2/5 5/5 1/5 5/5 5/5
2026-04-29 A 4/5 5/5 4/5 5/5 3/5 4/5 2/5
2026-04-28 A 4/5 5/5 4/5 5/5 3/5 4/5 2/5
2026-04-27 A 4/5 5/5 4/5 5/5 3/5 4/5 2/5
2026-04-24 A 4/5 5/5 4/5 5/5 2/5 4/5 2/5
2026-04-23 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-22 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-21 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-20 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-17 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-16 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5
2026-04-15 A 4/5 5/5 4/5 5/5 2/5 4/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
415.99M
OE per share TTM
5.26
Owner's Yield
14.57%
Maintenance CapEx ratio
0.82%
Maint CapEx / Avg PPE
6.3%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
59
Total invested
70.75M
Insider transactions (90d)
0
Beneficial owners (>5%)
30
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 13.60M 15.90% 13.41M 13.60M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 5.69M 6.64% 82.4K 5.54M 154.4K IA Pennsylvania For 2022-02-10
3 Hayman Capital Management, L.P. 5.50M 9.50% 5.50M 5.50M IA, PN Delaware 2013-11-18
4 J. Kyle Bass 5.50M 9.50% 5.50M 5.50M HC, IN United States 2013-11-18
5 Atlas OCM Holdings LLC 5.32M 6.20% 5.32M 5.32M OO 2022-02-14
6 BAM Partners Trust 5.32M 6.20% 5.32M 5.32M HC 2022-02-14
7 Brookfield Asset Management Inc. 5.32M 6.20% 5.32M 5.32M HC 2022-02-14
8 OCM Holdings I, LLC 5.32M 6.20% 5.32M 5.32M OO 2022-02-14
9 Oaktree Capital Group Holdings GP, LLC 5.32M 6.20% 5.32M 5.32M OO 2022-02-14
10 Oaktree Capital Group, LLC 5.32M 6.20% 5.32M 5.32M OO 2022-02-14
11 Oaktree Capital I, L.P. 5.32M 6.20% 5.32M 5.32M PN 2022-02-14
12 Oaktree Capital Management GP, LLC 5.32M 6.20% 5.32M 5.32M CO 2022-02-14
13 Oaktree Capital Management, L.P. 5.32M 6.20% 5.32M 5.32M PN 2022-02-14
14 Oaktree Fund GP I, L.P. 5.32M 6.20% 5.32M 5.32M PN 2022-02-14
15 Oaktree Holdings, LLC 5.32M 6.20% 5.32M 5.32M OO 2022-02-14
16 Oaktree Value Equity Fund GP Ltd. 5.32M 6.20% 5.32M 5.32M CO 2022-02-14
17 Oaktree Value Equity Holdings, L.P. 5.32M 6.20% 5.32M 5.32M PN 2022-02-14
18 SMALLCAP World Fund, Inc. 4.80M 7.90% IV Maryland 2018-02-14
19 (. 4.45M 5.25% 4.45M 4.45M IA Citizenship or Place of Organization 2021-02-12
20 Wellington Group Holdings LLP 3.79M 6.31% 3.36M HC Massachusetts 2018-02-08
21 Wellington Investment Advisors Holdings LLP 3.79M 6.31% 3.36M HC Massachusetts 2018-02-08
22 Wellington Management Group LLP 3.79M 6.31% 3.36M HC Massachusetts 2018-02-08
23 Wellington Management Company LLP 3.66M 6.10% 3.36M IA Massachusetts 2018-02-08
24 Capital Research Global Investors ** 3.48M 5.70% 3.48M 3.48M IA Delaware 2018-02-14
25 REPORTING 3.29M 5.60% 3.42M 3.42M PN Delaware 2015-03-02
26 Claren Road Asset Management, LLC 3.00M 5.10% 3.00M IA Delaware 2016-02-16
27 Claren Road Credit Master Fund, Ltd. 2.10M 3.60% 2.10M OO Delaware 2016-02-16
28 John Khoury 0.00% HC, IN Canadian Citizen 2017-02-13
29 Long Pond Capital GP, LLC 0.00% HC, OO Delaware 2017-02-13
30 Long Pond Capital, LP 0.00% IA, PN Delaware 2017-02-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
59
-301 vs prev Q
New positions
5
Closed positions
305
Increased
28
Reduced
20
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. 1.81M +1.8M (+100.0%) 73.77B +73.8B (+100.0%) 2.33% +2.330 pp 0.11% +0.111 pp USD40.79 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 13.12M -560.8K (-4.1%) 534.99M +10.6M (+2.0%) 16.90% -0.641 pp 0.01% 0.000 pp USD41.13 -0.8% 6 qtrs
3 VANGUARD GROUP INC 7.12M -67.1K (-0.9%) 290.28M +14.9M (+5.4%) 9.17% -0.044 pp 0.00% +0.000 pp USD18.12 +125.1% 48 qtrs
4 DIMENSIONAL FUND ADVISORS LP 4.32M +28.6K (+0.7%) 176.11M +11.7M (+7.1%) 5.63% +0.130 pp 0.04% +0.002 pp USD15.80 +158.2% 43 qtrs
5 STATE STREET CORP 3.23M -84.6K (-2.5%) 131.93M +4.7M (+3.7%) 4.17% -0.089 pp 0.00% +0.000 pp USD21.50 +89.7% 47 qtrs
6 AMERICAN CENTURY COMPANIES INC 2.51M +133.2K (+5.6%) 102.50M +11.3M (+12.3%) 3.24% +0.186 pp 0.05% +0.005 pp USD30.43 +34.0% 39 qtrs
7 VAN BERKOM & ASSOCIATES INC. 2.02M +106.4K (+5.6%) 82.23M +9.0M (+12.3%) 2.60% +0.156 pp 2.37% +0.254 pp USD24.03 +69.7% 19 qtrs
8 GEODE CAPITAL MANAGEMENT, LLC 1.98M +5.3K (+0.3%) 80.89M +5.1M (+6.7%) 2.55% +0.019 pp 0.01% +0.000 pp USD20.12 +102.7% 49 qtrs
9 CAPITAL WORLD INVESTORS 1.15M +— (+0.0%) 46.91M +2.8M (+6.4%) 1.50% +0.025 pp 0.01% +0.000 pp USD22.22 +83.6% 33 qtrs
10 NUVEEN, LLC 1.13M -12.2K (-1.1%) 46.14M +2.3M (+5.3%) 1.46% -0.009 pp 0.01% +0.001 pp USD36.05 +13.1% 4 qtrs
11 MORGAN STANLEY 1.12M -57.9K (-4.9%) 45.66M +521.3K (+1.2%) 1.44% -0.068 pp 0.00% +0.000 pp USD28.84 +41.4% 49 qtrs
12 BANK OF AMERICA CORP /DE/ 1.06M +48.4K (+4.8%) 43.36M +4.5M (+11.5%) 1.37% +0.068 pp 0.00% +0.001 pp USD34.40 +18.6% 49 qtrs
13 FRONTIER CAPITAL MANAGEMENT CO LLC 1.06M -98.3K (-8.5%) 43.20M -1.2M (-2.6%) 1.36% -0.120 pp 0.46% +0.061 pp USD23.27 +75.3% 22 qtrs
14 ASSENAGON ASSET MANAGEMENT S.A. 1.01M -24.1K (-2.3%) 41.11M +1.5M (+3.9%) 1.30% -0.021 pp 0.06% +0.003 pp USD34.08 +19.7% 29 qtrs
15 BARCLAYS PLC 989.4K +602.4K (+155.7%) 40.36M +24.4M (+153.2%) 1.27% +0.778 pp 0.01% +0.006 pp USD40.37 +1.0% 38 qtrs
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 979.4K +1.3K (+0.1%) 39.95M +2.4M (+6.5%) 1.26% +0.008 pp 0.01% +0.000 pp USD21.20 +92.4% 47 qtrs
17 GOLDMAN SACHS GROUP INC 961.6K -44.7K (-4.4%) 39.22M +643.0K (+1.7%) 1.24% -0.052 pp 0.00% +0.000 pp USD26.94 +51.4% 49 qtrs
18 FMR LLC 859.1K +493.4K (+134.9%) 35.04M +21.0M (+149.9%) 1.11% +0.638 pp 0.00% +0.001 pp USD35.85 +13.8% 39 qtrs
19 NORTHERN TRUST CORP 810.8K -96.4K (-10.6%) 33.07M -1.7M (-4.9%) 1.04% -0.119 pp 0.00% 0.000 pp USD16.77 +143.2% 48 qtrs
20 D. E. SHAW & CO., INC. 781.6K +5.1K (+0.7%) 31.88M +2.1M (+7.1%) 1.01% +0.011 pp 0.02% +0.001 pp USD39.50 +3.3% 11 qtrs
21 CLEARBRIDGE INVESTMENTS, LLC 774.4K -29.6K (-3.7%) 31.59M +763.0K (+2.5%) 1.01% -0.021 pp 0.03% +0.002 pp USD25.46 +60.2% 20 qtrs
22 ALLIANZ ASSET MANAGEMENT GMBH 760.3K +311.5K (+69.4%) 31.01M +13.8M (+80.2%) 0.99% +0.416 pp 0.03% +0.012 pp USD38.64 +5.6% 13 qtrs
23 AQR CAPITAL MANAGEMENT LLC 733.5K +171.2K (+30.4%) 29.92M +8.4M (+38.8%) 0.94% +0.224 pp 0.02% +0.002 pp USD34.50 +18.2% 19 qtrs
24 JPMORGAN CHASE & CO 638.7K +14.0K (+2.2%) 26.05M +2.1M (+8.8%) 0.83% +0.024 pp 0.00% +0.000 pp USD26.72 +52.7% 49 qtrs
25 QUBE RESEARCH & TECHNOLOGIES LTD 634.4K -116.5K (-15.5%) 25.88M -2.9M (-10.1%) 0.82% -0.146 pp 0.03% -0.004 pp USD33.78 +20.8% 16 qtrs
26 PANAGORA ASSET MANAGEMENT INC 596.2K +25.6K (+4.5%) 24.32M +2.4M (+11.2%) 0.77% +0.036 pp 0.09% -0.002 pp USD26.88 +51.7% 13 qtrs
27 AMERIPRISE FINANCIAL INC 596.2K -4.0K (-0.7%) 24.32M +1.3M (+5.7%) 0.77% -0.002 pp 0.01% +0.000 pp USD28.07 +45.3% 34 qtrs
28 PUBLIC SECTOR PENSION INVESTMENT BOARD 575.7K -21.8K (-3.6%) 23.48M +575.5K (+2.5%) 0.74% -0.025 pp 0.08% -0.005 pp USD33.20 +22.9% 33 qtrs
29 MILLENNIUM MANAGEMENT LLC 564.9K -398.3K (-41.3%) 23.04M -13.9M (-37.6%) 0.73% -0.507 pp 0.01% -0.006 pp USD33.90 +20.3% 49 qtrs
30 WALLEYE CAPITAL LLC 546.8K +139.9K (+34.4%) 22.30M +6.7M (+43.0%) 0.70% +0.183 pp 0.07% +0.010 pp USD41.18 -0.9% 3 qtrs
31 BANK OF NEW YORK MELLON CORP 520.1K -20.8K (-3.8%) 21.22M +478.7K (+2.3%) 0.68% -0.015 pp 0.00% 0.000 pp USD17.44 +133.9% 47 qtrs
32 PRINCIPAL FINANCIAL GROUP INC 480.0K +32.8K (+7.3%) 19.58M +2.4M (+14.2%) 0.62% +0.047 pp 0.01% +0.001 pp USD20.61 +97.9% 35 qtrs
33 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 475.8K -19.2K (-3.9%) 19.41M +429.2K (+2.3%) 0.61% -0.022 pp 0.01% -0.001 pp USD35.05 +16.4% 11 qtrs
34 MUHLENKAMP & CO INC 467.8K +1.4K (+0.3%) 19.08M +1.2M (+6.7%) 0.60% +0.006 pp 5.13% +0.272 pp USD26.08 +56.4% 11 qtrs
35 ALGERT GLOBAL LLC 465.6K +25.0K (+5.7%) 18.99M +2.1M (+12.4%) 0.60% +0.035 pp 0.30% +0.013 pp USD37.34 +9.2% 16 qtrs
36 TWO SIGMA INVESTMENTS, LP 441.6K +141.1K (+47.0%) 18.01M +6.5M (+56.4%) 0.57% +0.184 pp 0.03% +0.008 pp USD37.74 +8.1% 8 qtrs
37 INVESCO LTD. 422.4K -5.8K (-1.4%) 17.23M +812.6K (+4.9%) 0.54% -0.005 pp 0.00% +0.000 pp USD29.98 +36.1% 40 qtrs
38 WINMILL & CO. INC 396.1K +— (+0.0%) 16.16M +970.4K (+6.4%) 0.51% +0.002 pp 4.31% +0.627 pp USD25.66 +59.0% 13 qtrs
39 DEUTSCHE BANK AG\ 380.7K -94.7K (-19.9%) 15.53M -2.7M (-14.8%) 0.49% -0.118 pp 0.01% -0.001 pp USD36.62 +11.4% 47 qtrs
40 DONALD SMITH & CO., INC. 375.2K -84.4K (-18.4%) 15.30M -2.3M (-13.1%) 0.48% -0.106 pp 0.29% -0.065 pp USD35.26 +15.7% 7 qtrs
41 RIVER ROAD ASSET MANAGEMENT, LLC 370.3K +370.3K (+100.0%) 15.10M +15.1M (+100.0%) 0.48% +0.477 pp 0.17% +0.166 pp USD40.79 +0.0% 1 qtrs NEW
42 ABRDN PLC 353.2K -61.4K (-14.8%) 14.41M -1.5M (-9.4%) 0.46% -0.075 pp 0.02% -0.003 pp USD36.35 +12.2% 5 qtrs
43 TUDOR INVESTMENT CORP ET AL 346.7K -22.1K (-6.0%) 14.14M +1.2K (+0.0%) 0.45% -0.026 pp 0.03% +0.002 pp USD39.27 +3.9% 18 qtrs
44 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 345.9K +23.0K (+7.1%) 14.11M +1.7M (+14.0%) 0.45% +0.032 pp 0.04% +0.004 pp USD25.88 +57.6% 18 qtrs
45 CAPTRUST FINANCIAL ADVISORS 338.1K +21.3K (+6.7%) 13.79M +1.6M (+13.5%) 0.44% +0.029 pp 0.03% +0.002 pp USD37.87 +7.7% 5 qtrs
46 CITADEL ADVISORS LLC 323.4K +128.5K (+66.0%) 13.19M +5.7M (+76.6%) 0.42% +0.167 pp 0.00% +0.001 pp USD37.81 +7.9% 28 qtrs
47 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 290.5K +85.9K (+41.9%) 11.85M +4.0M (+51.0%) 0.37% +0.112 pp 0.02% +0.006 pp USD39.16 +4.2% 7 qtrs
48 PRIMECAP MANAGEMENT CO/CA/ 279.9K -11.0K (-3.8%) 11.42M +263.3K (+2.4%) 0.36% -0.008 pp 0.01% +0.000 pp USD15.86 +157.2% 33 qtrs
49 BNP PARIBAS ARBITRAGE, SNC 278.8K -206.4K (-42.5%) 11.37M -7.2M (-38.9%) 0.36% -0.263 pp 0.01% -0.005 pp USD38.84 +5.0% 46 qtrs
50 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 273.3K -100.0 (0.0%) 11.15M +665.7K (+6.4%) 0.35% +0.003 pp 0.02% +0.001 pp USD26.16 +55.9% 19 qtrs
51 CERITY PARTNERS LLC 269.7K -8.0K (-2.9%) 11.00M +352.1K (+3.3%) 0.35% -0.005 pp 0.02% -0.001 pp USD40.66 +0.3% 10 qtrs
52 LEEWARD INVESTMENTS, LLC - MA 254.4K -2.4K (-0.9%) 10.38M +532.0K (+5.4%) 0.33% -0.001 pp 0.53% +0.022 pp USD21.33 +91.2% 16 qtrs
53 RAYMOND JAMES FINANCIAL INC 248.0K -83.4K (-25.2%) 10.19M -2.5M (-19.8%) 0.32% -0.105 pp 0.00% -0.001 pp USD37.56 +8.6% 5 qtrs
54 RUSSELL INVESTMENTS GROUP, LTD. 232.7K +1.9K (+0.8%) 9.49M +641.8K (+7.3%) 0.30% +0.004 pp 0.01% +0.000 pp USD21.25 +92.0% 37 qtrs
55 EDGESTREAM PARTNERS, L.P. 220.6K +7.7K (+3.6%) 9.00M +834.1K (+10.2%) 0.28% +0.011 pp 0.25% +0.015 pp USD34.97 +16.6% 11 qtrs
56 VOLORIDGE INVESTMENT MANAGEMENT, LLC 218.8K -31.0K (-12.4%) 8.93M -652.6K (-6.8%) 0.28% -0.039 pp 0.03% -0.001 pp USD34.20 +19.3% 21 qtrs
57 POINT72 ASSET MANAGEMENT, L.P. 218.1K +195.5K (+861.6%) 8.90M +8.0M (+923.0%) 0.28% +0.252 pp 0.01% +0.009 pp USD40.50 +0.7% 24 qtrs
58 RHUMBLINE ADVISERS 208.1K -11.2K (-5.1%) 8.49M +79.2K (+0.9%) 0.27% -0.013 pp 0.01% +0.000 pp USD18.47 +120.8% 47 qtrs
59 LEGAL & GENERAL GROUP PLC 206.0K -6.2K (-2.9%) 8.40M +266.7K (+3.3%) 0.27% -0.004 pp 0.00% +0.000 pp USD20.38 +100.1% 46 qtrs
60 DENALI ADVISORS LLC 197.8K +7.6K (+4.0%) 8.07M +774.8K (+10.6%) 0.26% +0.012 pp 0.90% +0.071 pp USD37.16 +9.8% 6 qtrs
61 TWO SIGMA ADVISERS, LP 194.1K +15.0K (+8.4%) 7.92M +1.1M (+15.3%) 0.25% +0.020 pp 0.02% +0.002 pp USD36.70 +11.1% 7 qtrs
62 SOUTH DAKOTA INVESTMENT COUNCIL 194.1K -8.6K (-4.2%) 7.92M +146.0K (+1.9%) 0.25% -0.007 pp 0.15% 0.000 pp USD17.77 +129.5% 23 qtrs
63 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 193.8K +17.1K (+9.7%) 7.91M +1.1M (+16.7%) 0.25% +0.026 pp 0.02% -0.001 pp USD38.34 +6.4% 14 qtrs
64 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 190.1K -7.0K (-3.6%) 7.75M +197.3K (+2.6%) 0.25% -0.005 pp 0.05% +0.000 pp USD22.69 +79.8% 20 qtrs
65 TEACHER RETIREMENT SYSTEM OF TEXAS 187.2K +34.9K (+22.9%) 7.64M +1.8M (+30.8%) 0.24% +0.047 pp 0.03% +0.003 pp USD33.48 +21.8% 20 qtrs
66 RENAISSANCE GROUP LLC 182.1K -4.1K (-2.2%) 7.43M +289.9K (+4.1%) 0.24% -0.001 pp 0.30% +0.029 pp USD31.41 +29.9% 22 qtrs
67 MAN GROUP PLC 174.1K +23.1K (+15.3%) 7.10M +1.3M (+22.7%) 0.22% +0.031 pp 0.01% +0.002 pp USD34.01 +19.9% 27 qtrs
68 COLONY GROUP, LLC 171.8K -497.0 (-0.3%) 7.01M +405.5K (+6.1%) 0.22% +0.000 pp 0.01% -0.003 pp USD31.96 +27.6% 9 qtrs
69 DANA INVESTMENT ADVISORS, INC. 168.1K -220.0 (-0.1%) 6.85M +403.3K (+6.3%) 0.22% +0.001 pp 0.20% +0.011 pp USD31.75 +28.5% 8 qtrs
70 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 165.4K +26.6K (+19.2%) 6.76M +1.4M (+27.0%) 0.21% +0.036 pp 0.01% +0.002 pp USD37.98 +7.4% 4 qtrs
71 UBS GROUP AG 165.5K -69.8K (-29.7%) 6.75M -2.3M (-25.2%) 0.21% -0.089 pp 0.00% 0.000 pp USD38.17 +6.9% 45 qtrs
72 WEDGE CAPITAL MANAGEMENT L L P/NC 156.6K +47.4K (+43.3%) 6.39M +2.2M (+52.5%) 0.20% +0.062 pp 0.11% +0.044 pp USD27.41 +48.8% 22 qtrs
73 LIGHTHOUSE INVESTMENT PARTNERS, LLC 154.6K +83.0K (+115.8%) 6.31M +3.6M (+129.6%) 0.20% +0.107 pp 0.19% +0.106 pp USD39.65 +2.9% 4 qtrs
74 SWISS NATIONAL BANK 153.1K +1.6K (+1.1%) 6.24M +436.4K (+7.5%) 0.20% +0.005 pp 0.00% +0.000 pp USD16.11 +153.2% 43 qtrs
75 SCHRODER INVESTMENT MANAGEMENT GROUP 143.0K -2.0K (-1.4%) 5.89M +284.0K (+5.1%) 0.18% -0.002 pp 0.00% +0.000 pp USD28.47 +43.3% 24 qtrs
76 THRIVENT FINANCIAL FOR LUTHERANS 143.0K -7.7K (-5.1%) 5.83M +54.0K (+0.9%) 0.18% -0.009 pp 0.01% -0.001 pp USD22.30 +82.9% 30 qtrs
77 UBS ASSET MANAGEMENT AMERICAS INC 140.0K -7.4K (-5.0%) 5.71M +58.1K (+1.0%) 0.18% -0.007 pp 0.00% +0.000 pp USD35.38 +15.3% 41 qtrs
78 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 137.4K -1.7K (-1.2%) 5.61M +271.0K (+5.1%) 0.18% -0.001 pp 0.01% +0.001 pp USD19.42 +110.0% 37 qtrs
79 LAZARD ASSET MANAGEMENT LLC 134.6K -60.6K (-31.0%) 5.49M -2.0M (-26.6%) 0.17% -0.077 pp 0.01% -0.001 pp USD37.61 +8.5% 18 qtrs
80 ROYCE & ASSOCIATES LP 133.6K -694.0 (-0.5%) 5.45M +300.7K (+5.8%) 0.17% +0.002 pp 0.06% +0.004 pp USD21.42 +90.4% 42 qtrs
81 FIRST TRUST ADVISORS LP 119.5K +29.0K (+32.1%) 4.87M +1.4M (+40.6%) 0.15% +0.038 pp 0.00% +0.001 pp USD31.27 +30.4% 34 qtrs
82 MARTINGALE ASSET MANAGEMENT L P 116.7K -216.0 (-0.2%) 4.76M +277.6K (+6.2%) 0.15% +0.000 pp 0.12% +0.008 pp USD20.10 +102.9% 15 qtrs
83 F/M INVESTMENTS LLC 115.3K -3.3K (-2.7%) 4.70M +158.0K (+3.5%) 0.15% -0.003 pp 0.18% +0.004 pp USD34.07 +19.7% 7 qtrs
84 ROYAL BANK OF CANADA 111.3K +348.0 (+0.3%) 4.54M +286.0K (+6.7%) 0.14% +0.001 pp 0.00% +0.000 pp USD29.37 +38.9% 38 qtrs
85 HRT FINANCIAL LP 106.3K +23.8K (+28.9%) 4.34M +1.2M (+37.1%) 0.14% +0.031 pp 0.01% +0.002 pp USD37.44 +8.9% 13 qtrs
86 TREXQUANT INVESTMENT LP 103.2K +30.0K (+40.9%) 4.21M +1.4M (+49.9%) 0.13% +0.039 pp 0.04% +0.009 pp USD34.61 +17.9% 10 qtrs
87 FRANKLIN RESOURCES INC 99.6K -4.9K (-4.7%) 4.06M +56.5K (+1.4%) 0.13% -0.004 pp 0.00% +0.000 pp USD29.61 +37.8% 18 qtrs
88 ALLIANCEBERNSTEIN L.P. 96.1K +4.3K (+4.7%) 3.92M +401.4K (+11.4%) 0.12% +0.006 pp 0.00% +0.000 pp USD21.29 +91.6% 47 qtrs
89 IEQ CAPITAL, LLC 95.9K +30.2K (+46.0%) 3.91M +1.4M (+55.3%) 0.13% +0.041 pp 0.01% +0.004 pp USD39.28 +3.8% 4 qtrs
90 JUMP FINANCIAL, LLC 95.6K +40.1K (+72.2%) 3.90M +1.8M (+83.2%) 0.12% +0.052 pp 0.05% +0.022 pp USD40.84 -0.1% 10 qtrs
91 ASSETMARK, INC 94.6K +1.3K (+1.4%) 3.86M +282.2K (+7.9%) 0.12% +0.003 pp 0.01% +0.000 pp USD30.35 +34.4% 19 qtrs
92 CREDIT AGRICOLE S A 94.1K -1.7K (-1.8%) 3.84M +164.5K (+4.5%) 0.12% -0.002 pp 0.01% -0.001 pp USD38.34 +6.4% 2 qtrs
93 COMERICA BANK 91.0K +17.8K (+24.4%) 3.71M +906.9K (+32.3%) 0.12% +0.024 pp 0.01% +0.004 pp USD31.66 +28.8% 10 qtrs
94 CREATIVE PLANNING 90.4K +54.1K (+148.8%) 3.69M +2.3M (+164.7%) 0.12% +0.070 pp 0.00% +0.002 pp USD38.81 +5.1% 9 qtrs
95 WELLS FARGO & COMPANY/MN 89.9K +28.3K (+46.1%) 3.67M +1.3M (+55.4%) 0.12% +0.037 pp 0.00% +0.000 pp USD33.26 +22.6% 49 qtrs
96 ELLIS INVESTMENT PARTNERS, LLC 88.2K -403.0 (-0.5%) 3.60M +200.6K (+5.9%) 0.11% +0.000 pp 0.63% +0.014 pp USD18.20 +124.1% 29 qtrs
97 LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT 78.4K +5.3K (+7.3%) 3.20M +395.3K (+14.1%) 0.10% +0.007 pp 0.12% +0.015 pp USD34.74 +17.4% 10 qtrs
98 NEW YORK STATE COMMON RETIREMENT FUND 77.3K +— (+0.0%) 3.15M +189.4K (+6.4%) 0.10% +0.002 pp 0.00% +0.000 pp USD30.35 +34.4% 43 qtrs
99 PRUDENTIAL FINANCIAL INC 76.6K -5.8K (-7.0%) 3.13M -33.3K (-1.1%) 0.10% -0.007 pp 0.00% +0.000 pp USD23.55 +73.2% 33 qtrs
100 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 72.8K -67.0 (-0.1%) 2.97M +175.8K (+6.3%) 0.09% +0.000 pp 0.00% +0.000 pp USD14.07 +189.9% 47 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.37
Bearish
Ratio by volume
0.55
Neutral
Buys
18
Sells
49
Shares acquired
630.5K
Shares disposed
1.15M
Cash buys
Cash sales
8.00
Net activity
-517,989
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-24 SHUSTER BRADLEY M Director / Officer S-Sale D Common Shares, $0.01 par value per share 18,953 37.35 707.8K 415,411 D
2026-03-23 SHUSTER BRADLEY M Director / Officer M-Exempt A Common Shares, $0.01 par value per share 55,156 11.10 612.2K 470,567 D
2026-03-19 SHUSTER BRADLEY M Director / Officer S-Sale D Common Shares, $0.01 par value per share 18,996 37.05 703.9K 415,411 D
2026-03-18 SHUSTER BRADLEY M Director / Officer M-Exempt A Common Shares, $0.01 par value per share 55,158 11.10 612.3K 470,569 D
2026-03-15 Realmuto Nicholas Daniel Officer A-Award A Restricted Stock Unit (right to receive) 3,882 0.00 11,198 D
2026-03-12 SHUSTER BRADLEY M Director / Officer S-Sale D Common Shares, $0.01 par value per share 18,976 36.58 694.1K 415,411 D
2026-03-11 SHUSTER BRADLEY M Director / Officer M-Exempt D Stock Option (right to buy) 55,158 11.10 612.3K 110,314 D
2026-03-05 SHUSTER BRADLEY M Director / Officer S-Sale D Common Shares, $0.01 par value per share 19,430 38.91 755.9K 415,411 D
2026-03-04 SHUSTER BRADLEY M Director / Officer M-Exempt A Common Shares, $0.01 par value per share 55,158 11.10 612.3K 470,569 D
2026-02-27 Leatherberry William J Officer J-Other D Common Shares, $0.01 par value per share 4,900 0.00 159,334 D
2026-02-26 SHUSTER BRADLEY M Director / Officer S-Sale D Common Shares, $0.01 par value per share 19,557 39.85 779.4K 415,411 D
2026-02-25 SHUSTER BRADLEY M Director / Officer M-Exempt A Common Shares, $0.01 par value per share 55,158 11.10 612.3K 470,569 D
2026-02-18 SHUSTER BRADLEY M Director / Officer M-Exempt A Common Shares, $0.01 par value per share 55,000 11.10 610.5K 470,411 D
2026-02-17 Yousaf Mohammad Nawaz Officer S-Sale D Common Shares, $0.01 par value per share 16,000 39.89 638.2K 38,733 D
2026-02-17 Fitzgerald Norman Peter Officer S-Sale D Common Shares, $0.01 par value per share 22,500 39.94 898.6K 32,445 D
2026-02-12 Yousaf Mohammad Nawaz Officer F-InKind D Common Shares, $0.01 par value per share 1,595 0.00 54,733 D
2026-02-12 Swithenbank Aurora Officer F-InKind D Common Shares, $0.01 par value per share 3,363 0.00 74,453 D
2026-02-12 Smith Robert Owen Officer F-InKind D Common Shares, $0.01 par value per share 2,981 0.00 108,381 D
2026-02-12 SHUSTER BRADLEY M Director / Officer F-InKind D Common Shares, $0.01 par value per share 4,921 0.00 415,411 D
2026-02-12 Pollitzer Adam Director / Officer F-InKind D Common Shares, $0.01 par value per share 14,674 0.00 442,973 D
2026-02-12 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 4,005 0.00 164,234 D
2026-02-12 Fitzgerald Norman Peter Officer F-InKind D Common Shares, $0.01 par value per share 1,919 0.00 54,945 D
2026-02-12 Agrawal Renu Director Restricted Stock Unit (right to receive) 0 0.00 4,151 D
2026-02-11 Yousaf Mohammad Nawaz Officer A-Award A Restricted Stock Unit (right to receive) 9,164 0.00 39,824 D
2026-02-11 Swithenbank Aurora Officer A-Award A Restricted Stock Unit (right to receive) 14,784 0.00 77,816 D
2026-02-11 Smith Robert Owen Officer F-InKind D Common Shares, $0.01 par value per share 19,627 0.00 111,362 D
2026-02-11 SHUSTER BRADLEY M Director / Officer A-Award A Restricted Stock Unit (right to receive) 24,437 0.00 420,332 D
2026-02-11 Pollitzer Adam Director / Officer A-Award D Common Shares, $0.01 par value per share 184,664 0.00 551,605 D
2026-02-11 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 25,693 0.00 168,239 D
2026-02-11 Fitzgerald Norman Peter Officer A-Award A Common Shares, $0.01 par value per share 27,212 0.00 70,022 D
2026-02-08 Yousaf Mohammad Nawaz Officer F-InKind D Common Shares, $0.01 par value per share 1,072 0.00 30,660 D
2026-02-08 Smith Robert Owen Officer F-InKind D Common Shares, $0.01 par value per share 1,964 0.00 79,219 D
2026-02-08 SHUSTER BRADLEY M Director / Officer F-InKind D Common Shares, $0.01 par value per share 6,961 0.00 395,895 D
2026-02-08 Pollitzer Adam Director / Officer F-InKind D Common Shares, $0.01 par value per share 9,397 0.00 303,403 D
2026-02-08 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 2,570 0.00 125,203 D
2026-02-08 Fitzgerald Norman Peter Officer F-InKind D Common Shares, $0.01 par value per share 1,317 0.00 33,830 D
2026-02-07 Yousaf Mohammad Nawaz Officer F-InKind D Common Shares, $0.01 par value per share 1,969 0.00 31,732 D
2026-02-07 Smith Robert Owen Officer F-InKind D Common Shares, $0.01 par value per share 3,383 0.00 81,183 D
2026-02-07 SHUSTER BRADLEY M Director / Officer F-InKind D Common Shares, $0.01 par value per share 6,936 0.00 402,856 D
2026-02-07 Pollitzer Adam Director / Officer F-InKind D Common Shares, $0.01 par value per share 16,665 0.00 312,800 D
2026-02-07 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 4,633 0.00 127,773 D
2026-02-07 Fitzgerald Norman Peter Officer F-InKind D Common Shares, $0.01 par value per share 2,323 0.00 35,147 D
2025-12-24 Leatherberry William J Officer G-Gift D Common Shares, $0.01 par value per share 2,380 0.00 132,406 D
2025-11-19 EMBLER MICHAEL J Director S-Sale D Common Shares, $0.01 par value per share 20,000 36.90 738.0K 46,046 D
2025-09-16 Realmuto Nicholas Daniel Officer S-Sale D Common Shares, $0.01 par value per share 291 38.52 11.2K 7,316 D
2025-09-15 SCHEID STEVEN Director S-Sale D Common Shares, $0.01 par value per share 19,926 39.31 783.4K 74,794 I
2025-09-13 Realmuto Nicholas Daniel Officer F-InKind D Common Shares, $0.01 par value per share 301 0.00 7,607 D
2025-06-06 SHUSTER BRADLEY M Director / Officer S-Sale D Common Shares, $0.01 par value per share 21,545 39.56 852.3K 409,792 D
2025-05-30 Leatherberry William J Officer S-Sale D Common Shares, $0.01 par value per share 18,121 39.67 718.9K 134,786 D
2025-05-13 Montgomery Michael Curry Director S-Sale D Common Shares, $0.01 par value per share 1,875 38.05 71.3K 66,068 D
2025-05-08 Swithenbank Aurora Officer F-InKind D Common Shares, $0.01 par value per share 2,916 0.00 63,032 D
2025-05-08 SCHEID STEVEN Director A-Award A Restricted Stock Unit (right to receive) 4,439 0.00 8,605 D
2025-05-08 Muehlhauser Regina Director A-Award A Restricted Stock Unit (right to receive) 4,439 0.00 69,292 D
2025-05-08 Montgomery Michael Curry Director A-Award A Restricted Stock Unit (right to receive) 4,439 0.00 67,943 D
2025-05-08 McCreary Lynn S. Director A-Award A Restricted Stock Unit (right to receive) 4,439 0.00 44,245 D
2025-05-08 Huskins Priya Cherian Director A-Award A Restricted Stock Unit (right to receive) 4,439 0.00 31,652 D
2025-05-08 Erickson John C Director A-Award A Restricted Stock Unit (right to receive) 4,439 0.00 17,320 D
2025-05-08 EMBLER MICHAEL J Director A-Award A Restricted Stock Unit (right to receive) 4,439 0.00 66,046 D
2025-05-01 Swithenbank Aurora Officer F-InKind D Common Shares, $0.01 par value per share 9,117 0.00 65,948 D
2025-05-01 Smith Robert Owen Officer S-Sale D Common Shares, $0.01 par value per share 20,000 36.58 731.6K 84,566 D
2025-05-01 Pollitzer Adam Director / Officer S-Sale D Common Shares, $0.01 par value per share 57,166 36.54 2.09M 329,465 D
2025-05-01 Leatherberry William J Officer S-Sale D Common Shares, $0.01 par value per share 10,889 36.64 399.0K 152,907 D
2025-04-30 Leatherberry William J Officer S-Sale D Common Shares, $0.01 par value per share 13,111 35.56 466.2K 163,796 D
2025-03-18 Realmuto Nicholas Daniel Officer S-Sale D Common Shares, $0.01 par value per share 2,755 35.33 97.3K 7,908 D
2025-03-15 Realmuto Nicholas Daniel Officer S-Sale D Common Shares, $0.01 par value per share 1,039 0.00 11,997 D
2025-02-24 Yousaf Mohammad Nawaz Officer S-Sale D Common Shares, $0.01 par value per share 15,517 35.66 553.3K 33,701 D
2025-02-24 Fitzgerald Norman Peter Officer S-Sale D Common Shares, $0.01 par value per share 20,000 35.88 717.6K 37,470 D
2025-02-21 Yousaf Mohammad Nawaz Officer S-Sale D Common Shares, $0.01 par value per share 1,083 35.44 38.4K 49,218 D
2025-02-12 Yousaf Mohammad Nawaz Officer A-Award A Restricted Stock Unit (right to receive) 10,132 0.00 37,623 D
2025-02-12 Swithenbank Aurora Officer A-Award A Restricted Stock Unit (right to receive) 15,827 0.00 75,065 D
2025-02-12 Smith Robert Owen Officer A-Award A Common Shares, $0.01 par value per share 33,100 0.00 121,375 D
2025-02-12 SHUSTER BRADLEY M Director / Officer A-Award A Restricted Stock Unit (right to receive) 24,175 0.00 431,337 D
2025-02-12 Pollitzer Adam Director / Officer A-Award A Restricted Stock Unit (right to receive) 72,098 0.00 329,465 D
2025-02-12 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 21,964 0.00 176,907 D
2025-02-12 Fitzgerald Norman Peter Officer A-Award A Restricted Stock Unit (right to receive) 9,918 0.00 46,674 D
2025-02-09 Smith Robert Owen Officer F-InKind D Common Shares, $0.01 par value per share 1,681 0.00 73,628 D
2025-02-09 SHUSTER BRADLEY M Director / Officer F-InKind D Common Shares, $0.01 par value per share 6,226 0.00 407,162 D
2025-02-09 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 591 0.00 135,942 D
2025-02-09 Fitzgerald Norman Peter Officer F-InKind D Common Shares, $0.01 par value per share 1,012 0.00 36,756 D
2025-02-08 Smith Robert Owen Officer F-InKind D Common Shares, $0.01 par value per share 3,918 0.00 75,309 D
2025-02-08 SHUSTER BRADLEY M Director / Officer F-InKind D Common Shares, $0.01 par value per share 6,946 0.00 413,388 D
2025-02-08 Pollitzer Adam Director / Officer F-InKind D Common Shares, $0.01 par value per share 18,755 0.00 263,266 D
2025-02-08 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 5,129 0.00 138,730 D
2025-02-08 Fitzgerald Norman Peter Officer F-InKind D Common Shares, $0.01 par value per share 2,632 0.00 37,768 D
2025-02-07 Yousaf Mohammad Nawaz Officer F-InKind D Common Shares, $0.01 par value per share 824 0.00 27,491 D
2025-02-07 Smith Robert Owen Officer F-InKind D Common Shares, $0.01 par value per share 3,385 0.00 79,227 D
2025-02-07 SHUSTER BRADLEY M Director / Officer F-InKind D Common Shares, $0.01 par value per share 6,937 0.00 420,334 D
2025-02-07 Pollitzer Adam Director / Officer F-InKind D Common Shares, $0.01 par value per share 5,899 0.00 257,367 D
2025-02-07 Leatherberry William J Officer F-InKind D Common Shares, $0.01 par value per share 4,630 0.00 143,859 D
2025-02-07 Fitzgerald Norman Peter Officer F-InKind D Common Shares, $0.01 par value per share 2,333 0.00 40,400 D
2024-12-14 Yousaf Mohammad Nawaz Officer F-InKind D Common Shares, $0.01 par value per share 474 0.00 32,435 D
2024-12-12 Leatherberry William J Officer G-Gift D Common Shares, $0.01 par value per share 5,200 0.00 148,489 D
2024-09-18 Realmuto Nicholas Daniel Officer S-Sale D Common Shares, $0.01 par value per share 291 42.00 12.2K 9,536 D
2024-09-13 Realmuto Nicholas Daniel Officer F-InKind D Common Shares, $0.01 par value per share 301 0.00 9,827
2024-08-27 Leatherberry William J Officer S-Sale D Common Shares, $0.01 par value per share 3,000 40.07 120.2K 153,689
2024-08-26 Leatherberry William J Officer S-Sale D Common Shares, $0.01 par value per share 2,000 40.00 80.0K 156,689
2024-07-31 Leatherberry William J Officer S-Sale D Common Shares, $0.01 par value per share 24,725 39.67 980.9K 158,689
2024-07-31 EMBLER MICHAEL J Director S-Sale D Common Shares, $0.01 par value per share 26,008 39.35 1.02M 61,607
2024-05-14 Montgomery Michael Curry Director S-Sale D Common Shares, $0.01 par value per share 2,340 33.33 78.0K 63,504
2024-05-09 SCHEID STEVEN Director A-Award A Restricted Stock Unit (right to receive) 4,166 0.00 4,166
2024-05-09 Muehlhauser Regina Director A-Award A Restricted Stock Unit (right to receive) 4,166 0.00 64,853
2024-05-09 Montgomery Michael Curry Director A-Award A Restricted Stock Unit (right to receive) 4,166 0.00 65,844
2024-05-09 McCreary Lynn S. Director A-Award A Restricted Stock Unit (right to receive) 4,166 0.00 39,806
2024-05-09 Huskins Priya Cherian Director A-Award A Restricted Stock Unit (right to receive) 4,166 0.00 27,213
2024-05-09 Erickson John C Director A-Award A Restricted Stock Unit (right to receive) 4,166 0.00 12,881
2024-05-09 EMBLER MICHAEL J Director A-Award A Restricted Stock Unit (right to receive) 4,166 0.00 96,646
2024-05-08 Swithenbank Aurora Officer A-Award A Restricted Stock Unit (right to receive) 59,238 0.00 59,238
2024-05-01 Swithenbank Aurora Officer 0 0.00 0
2024-03-21 Smith Robert Owen Officer S-Sale D Class A Common Shares, $0.01 par value per share 3,000 31.19 93.6K 82,612
2024-03-19 Yousaf Mohammad Nawaz Officer S-Sale D Class A Common Shares, $0.01 par value per share 1,117 29.95 33.5K 32,909
2024-03-19 Realmuto Nicholas Daniel Officer S-Sale D Class A Common Shares, $0.01 par value per share 1,803 30.08 54.2K 10,128
2024-03-15 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,450 0.00 34,026
2024-03-15 Realmuto Nicholas Daniel Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,037 0.00 11,931
2024-03-15 Fitzgerald Norman Peter Officer S-Sale D Class A Common Shares, $0.01 par value per share 12,000 30.00 360.0K 42,733
2024-03-12 Realmuto Nicholas Daniel Officer S-Sale D Class A Common Shares, $0.01 par value per share 1,249 30.23 37.8K 10,455
2024-03-11 Jones James G Director S-Sale D Class A Common Shares, $0.01 par value per share 48,294 30.46 1.47M 5,847
2024-03-04 Jones James G Director S-Sale D Class A Common Shares, $0.01 par value per share 3,400 30.10 102.3K 54,241
2024-02-29 Jones James G Director S-Sale D Class A Common Shares, $0.01 par value per share 54,900 30.16 1.66M 57,641
2024-02-21 Yousaf Mohammad Nawaz Officer S-Sale D Class A Common Shares, $0.01 par value per share 9,000 29.51 265.6K 35,476
2024-02-12 SHUSTER BRADLEY M Director / Officer S-Sale D Class A Common Shares, $0.01 par value per share 12,836 30.53 391.9K 427,271
2024-02-10 Smith Robert Owen Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,801 0.00 85,612
2024-02-10 SHUSTER BRADLEY M Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 6,978 0.00 440,107
2024-02-10 Pollitzer Adam Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 2,475 0.00 298,656
2024-02-10 Leatherberry William J Officer F-InKind D Class A Common Shares, $0.01 par value per share 2,132 0.00 183,414
2024-02-09 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,645 0.00 44,476
2024-02-09 Smith Robert Owen Officer F-InKind D Class A Common Shares, $0.01 par value per share 3,356 0.00 87,413
2024-02-09 SHUSTER BRADLEY M Director / Officer S-Sale D Class A Common Shares, $0.01 par value per share 6,559 29.81 195.5K 453,298
2024-02-09 Pollitzer Adam Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 11,772 0.00 301,131
2024-02-09 Mallela Ravi Officer F-InKind D Class A Common Shares, $0.01 par value per share 20,956 0.00 92,908
2024-02-09 Leatherberry William J Officer F-InKind D Class A Common Shares, $0.01 par value per share 5,561 0.00 185,546
2024-02-09 Fitzgerald Norman Peter Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,854 0.00 56,920
2024-02-08 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 2,360 0.00 46,121
2024-02-08 Smith Robert Owen Officer F-InKind D Class A Common Shares, $0.01 par value per share 3,910 0.00 95,508
2024-02-08 SHUSTER BRADLEY M Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 7,119 0.00 459,857
2024-02-08 Pollitzer Adam Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 18,718 0.00 312,903
2024-02-08 Mallela Ravi Officer F-InKind D Class A Common Shares, $0.01 par value per share 4,151 0.00 113,864
2024-02-08 Leatherberry William J Officer F-InKind D Class A Common Shares, $0.01 par value per share 5,119 0.00 191,107
2024-02-08 Fitzgerald Norman Peter Officer F-InKind D Class A Common Shares, $0.01 par value per share 2,414 0.00 58,774
2024-02-07 Yousaf Mohammad Nawaz Officer A-Award A Restricted Stock Unit (right to receive) 11,378 0.00 48,481
2024-02-07 Smith Robert Owen Officer F-InKind D Class A Common Shares, $0.01 par value per share 18,215 0.00 99,418
2024-02-07 SHUSTER BRADLEY M Director / Officer A-Award A Restricted Stock Unit (right to receive) 40,013 0.00 466,976
2024-02-07 Pollitzer Adam Director / Officer A-Award A Restricted Stock Unit (right to receive) 81,277 0.00 307,680
2024-02-07 Mallela Ravi Officer A-Award A Restricted Stock Unit (right to receive) 16,005 0.00 118,015
2024-02-07 Leatherberry William J Officer A-Award A Restricted Stock Unit (right to receive) 21,957 0.00 175,691
2024-02-07 Fitzgerald Norman Peter Officer A-Award A Restricted Stock Unit (right to receive) 11,003 0.00 52,221
2023-12-26 SHUSTER BRADLEY M Director / Officer M-Exempt D Stock Option (right to buy) 171,418 8.50 1.46M 0
2023-12-22 SHUSTER BRADLEY M Director / Officer M-Exempt A Class A Common Shares, $0.01 par value per share 70,804 8.50 601.8K 497,767
2023-12-22 Jones James G Director S-Sale D Class A Common Shares, $0.01 par value per share 5,287 30.15 159.4K 112,541
2023-12-21 SHUSTER BRADLEY M Director / Officer M-Exempt D Stock Option (right to buy) 115,072 12.32 1.42M 0
2023-12-14 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 474 0.00 37,103
2023-11-03 Smith Robert Owen Officer S-Sale D Class A Common Shares, $0.01 par value per share 8,500 28.67 243.7K 66,346
2023-09-14 Erickson John C Director D Restricted Stock Unit (right to receive) 0 0.00 4,980
2023-09-13 Realmuto Nicholas Daniel Officer A-Award A Restricted Stock Unit (right to receive) 1,776 0.00 11,704
2023-09-09 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,084 0.00 37,577
2023-08-07 Jones James G Director S-Sale D Class A Common Shares, $0.01 par value per share 700 30.04 21.0K 117,828
2023-08-03 Jones James G Director S-Sale D Class A Common Shares, $0.01 par value per share 3,952 29.11 115.1K 118,528
2023-05-12 Montgomery Michael Curry Director S-Sale D Class A Common Shares, $0.01 par value per share 2,776 23.72 65.8K 61,678
2023-05-11 SCHEID STEVEN Director A-Award A Restricted Stock Unit (right to receive) 5,847 0.00 5,847
2023-05-11 Muehlhauser Regina Director A-Award A Restricted Stock Unit (right to receive) 5,847 0.00 60,687
2023-05-11 Montgomery Michael Curry Director A-Award A Restricted Stock Unit (right to receive) 5,847 0.00 64,454
2023-05-11 McCreary Lynn S. Director A-Award A Restricted Stock Unit (right to receive) 5,847 0.00 35,640
2023-05-11 Jones James G Director A-Award A Restricted Stock Unit (right to receive) 5,847 0.00 122,480
2023-05-11 Huskins Priya Cherian Director A-Award A Restricted Stock Unit (right to receive) 5,847 0.00 23,047
2023-05-11 EMBLER MICHAEL J Director A-Award A Restricted Stock Unit (right to receive) 5,847 0.00 92,480
2023-03-15 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,614 0.00 40,110
2023-03-15 Realmuto Nicholas Daniel Officer F-InKind D Class A Common Shares, $0.01 par value per share 426 0.00 4,584
2023-03-15 Fitzgerald Norman Peter Officer F-InKind D Class A Common Shares, $0.01 par value per share 2,845 0.00 43,226
2023-02-17 Yousaf Mohammad Nawaz Officer S-Sale D Class A Common Shares, $0.01 par value per share 9,000 24.16 217.5K 41,724
2023-02-16 Fitzgerald Norman Peter Officer S-Sale D Class A Common Shares, $0.01 par value per share 16,346 24.03 392.8K 46,071
2023-02-12 Smith Robert Owen Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,216 0.00 70,107
2023-02-12 SHUSTER BRADLEY M Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 6,396 0.00 426,963
2023-02-12 Pollitzer Adam Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,672 0.00 226,403
2023-02-12 Leatherberry William J Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,475 0.00 153,734
2023-02-10 Smith Robert Owen Officer F-InKind D Class A Common Shares, $0.01 par value per share 3,523 0.00 71,323
2023-02-10 SHUSTER BRADLEY M Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 6,827 0.00 433,359
2023-02-10 Pollitzer Adam Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 4,842 0.00 228,075
2023-02-10 Leatherberry William J Officer F-InKind D Class A Common Shares, $0.01 par value per share 4,169 0.00 155,209
2023-02-09 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,867 0.00 50,724
2023-02-09 Smith Robert Owen Officer F-InKind D Class A Common Shares, $0.01 par value per share 3,283 0.00 74,846
2023-02-09 SHUSTER BRADLEY M Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 6,337 0.00 440,186
2023-02-09 Pollitzer Adam Director / Officer F-InKind D Class A Common Shares, $0.01 par value per share 11,517 0.00 232,917
2023-02-09 Mallela Ravi Officer F-InKind D Class A Common Shares, $0.01 par value per share 20,796 0.00 102,010
2023-02-09 Leatherberry William J Officer F-InKind D Class A Common Shares, $0.01 par value per share 5,441 0.00 159,378
2023-02-09 Fitzgerald Norman Peter Officer F-InKind D Class A Common Shares, $0.01 par value per share 2,089 0.00 62,417
2023-02-08 Yousaf Mohammad Nawaz Officer A-Award A Restricted Stock Unit (right to receive) 13,606 0.00 52,591
2023-02-08 Smith Robert Owen Officer A-Award A Class A Common Shares, $0.01 par value per share 18,681 0.00 87,691
2023-02-08 SHUSTER BRADLEY M Director / Officer A-Award A Restricted Stock Unit (right to receive) 41,036 0.00 446,523
2023-02-08 Pollitzer Adam Director / Officer A-Award A Class A Common Shares, $0.01 par value per share 25,685 0.00 257,371
2023-02-08 Mallela Ravi Officer A-Award A Restricted Stock Unit (right to receive) 19,438 0.00 122,806
2023-02-08 Leatherberry William J Officer A-Award A Restricted Stock Unit (right to receive) 25,248 0.00 153,678
2023-02-08 Fitzgerald Norman Peter Officer A-Award A Restricted Stock Unit (right to receive) 13,606 0.00 64,506
2022-12-14 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 474 0.00 38,985
2022-11-10 Realmuto Nicholas Daniel Officer D Restricted Stock Unit (right to receive) 0 0.00 2,779
2022-09-09 Yousaf Mohammad Nawaz Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,083 0.00 39,459
2022-09-09 Montgomery Michael Curry Director S-Sale D Class A Common Shares, $0.01 par value per share 19,630 20.30 398.5K 58,607
2022-09-09 Jones James G Director M-Exempt A Class A Common Shares, $0.01 par value per share 25,313 10.00 253.1K 141,946
2022-05-17 Montgomery Michael Curry Director S-Sale D Class A Common Shares, $0.01 par value per share 1,796 18.39 33.0K 40,424
2022-05-12 SCHEID STEVEN Director A-Award A Restricted Stock Unit (right to receive) 6,940 0.00 74,707
2022-05-12 Norberg Julie Officer F-InKind D Class A Common Shares, $0.01 par value per share 1,103 0.00 29,583
2022-05-12 Muehlhauser Regina Director A-Award A Restricted Stock Unit (right to receive) 6,940 0.00 54,840

Executive team

Top executives
EBIT / Employee
2.30M
Shares Outstanding
76.16M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Adam S. Pollitzer President and Chief Executive Officer 975.0K 6.34M 2.84M 58.0K 10.21M 62.07%
2 2025 Bradley M. Shuster Executive Chairman 650.0K 1.70M 1.08M 60.5K 3.49M 48.68%
3 2025 William J. Leatherberry Chief Administrative Officer, General Counsel 615.0K 1.38M 1.02M 49.6K 3.07M 45.05%
4 2025 Aurora Swithenbank Chief Financial Officer 530.0K 1.11M 881.9K 49.6K 2.57M 43.23%
5 2025 Robert Smith Chief Risk Officer 515.0K 1.03M 857.0K 49.6K 2.45M 42.01%
6 2024 Adam S. Pollitzer, President and Chief Executive Officer 975.0K 4.87M 3.07M 57.7K 8.98M 54.29%
7 2024 Adam S. Pollitzer President and Chief Executive Officer 975.0K 4.87M 3.07M 57.7K 8.98M 54.29%
8 2024 Aurora Swithenbank , Chief Financial Officer 336.7K 2.46M 909.0K 94.1K 3.80M 64.74%
9 2024 Aurora Swithenbank Chief Financial Officer 336.7K 2.46M 909.0K 94.1K 3.80M 64.74%
10 2024 Bradley M. Shuster, Executive Chairman 650.0K 1.20M 1.17M 65.5K 3.09M 38.89%
11 2024 Bradley M. Shuster Executive Chairman 650.0K 1.20M 1.17M 65.5K 3.09M 38.89%
12 2024 William J. Leatherberry Chief Administrative Officer, General Counsel 585.0K 1.32M 1.05M 49.3K 3.00M 43.84%
13 2024 Robert Smith , Chief Risk Officer 585.0K 1.32M 1.05M 49.3K 3.00M 43.84%
14 2024 Ravi Mallela, Former Chief Financial Officer 485.0K 945.7K 873.0K 49.3K 2.35M 40.19%
15 2024 Robert Smith Chief Risk Officer 485.0K 945.7K 873.0K 49.3K 2.35M 40.19%
16 2023 Adam S. Pollitzer President and Chief Executive Officer 900.0K 4.27M 2.70M 57.0K 7.93M 53.90%
17 2023 Adam S. Pollitzer, President and Chief Executive Officer 900.0K 4.27M 2.70M 57.0K 7.93M 53.90%
18 2023 Bradley M. Shuster, Executive Chairman 650.0K 950.0K 1.11M 62.2K 2.78M 34.22%
19 2023 Bradley M. Shuster Executive Chairman 650.0K 950.0K 1.11M 62.2K 2.78M 34.22%
20 2023 Robert Smith , Chief Risk Officer 570.0K 1.17M 977.0K 48.6K 2.76M 42.29%
21 2023 William J. Leatherberry, Chief Administrative Officer, General Counsel 570.0K 1.17M 977.0K 48.6K 2.76M 42.29%
22 2023 William J. Leatherberry Chief Administrative Officer, General Counsel 570.0K 1.17M 977.0K 48.6K 2.76M 42.29%
23 2023 Ravi Mallela, Chief Financial Officer 500.0K 900.0K 857.0K 48.6K 2.31M 39.04%
24 2023 Ravi Mallela, Former Chief Financial Officer 470.0K 893.0K 805.6K 48.6K 2.22M 40.28%
25 2023 Robert Smith Chief Risk Officer 470.0K 893.0K 805.6K 48.6K 2.22M 40.28%
26 2022 Adam S. Pollitzer, President and Chief Executive Officer 800.0K 3.00M 1.62M 54.8K 5.47M 54.80%
27 2022 Ravi Mallela, Chief Financial Officer 470.0K 3.09M 632.0K 44.9K 4.24M 72.93%
28 2022 Robert Smith , Chief Risk Officer 545.0K 1.27M 735.8K 45.6K 2.59M 48.86%
29 2022 William J. Leatherberry, Chief Legal Officer 545.0K 1.27M 735.8K 45.6K 2.59M 48.86%
30 2022 William J. Leatherberry, Chief Administrative Officer, General Counsel 545.0K 1.27M 735.8K 45.6K 2.59M 48.86%
31 2022 Bradley M. Shuster, Executive Chairman 650.0K 950.0K 877.5K 60.0K 2.54M 37.44%
32 2022 Ravi Mallela, Former Chief Financial Officer 450.0K 855.0K 607.5K 45.6K 1.96M 43.66%
33 2021 Claudia J. Merkle, Former Chief Executive Officer 780.0K 2.32M 1.68M 190.2K 4.97M 46.59%
34 2021 Bradley M. Shuster, Executive Chairman 650.0K 950.0K 1.17M 54.9K 2.82M 33.63%
35 2021 Adam S. Pollitzer, President and Chief Executive Officer 591.0K 1.12M 1.06M 44.8K 2.82M 39.79%
36 2021 Adam S. Pollitzer, President, Chief Executive Officer 591.0K 1.12M 1.06M 44.8K 2.82M 39.79%
37 2021 William J. Leatherberry, Chief Administrative Officer, General Counsel 509.0K 967.0K 916.2K 44.8K 2.44M 39.68%
38 2021 William J. Leatherberry, Chief Legal Officer 509.0K 967.0K 916.2K 44.8K 2.44M 39.68%
39 2021 Patrick Mathis, Chief Operating Officer 488.0K 927.0K 878.4K 44.8K 2.34M 39.65%
40 2020 Claudia J. Merkle, Chief Executive Officer 750.0K 39.0K 2.10M 921.0K 67.2K 3.88M 54.16%
41 2020 Claudia J. Merkle, Former Chief Executive Officer 750.0K 39.0K 2.10M 921.0K 67.2K 3.88M 54.16%
42 2020 Bradley M. Shuster, Executive Chairman 650.0K 33.8K 1.20M 798.2K 57.2K 2.74M 43.80%
43 2020 Adam S. Pollitzer, President and Chief Executive Officer 550.0K 28.6K 1.04M 675.4K 45.0K 2.34M 44.58%
44 2020 Adam S. Pollitzer, President, Chief Executive Officer 550.0K 28.6K 1.04M 675.4K 45.0K 2.34M 44.58%
45 2020 Adam S. Pollitzer, Chief Financial Officer 550.0K 28.6K 1.04M 675.4K 45.0K 2.34M 44.58%
46 2020 William J. Leatherberry, Chief Legal Officer 485.0K 25.2K 921.4K 595.6K 46.2K 2.07M 44.44%
47 2020 Patrick Mathis, Chief Operating Officer 465.0K 24.2K 883.5K 571.0K 45.0K 1.99M 44.43%
48 2019 Claudia J. Merkle, Former Chief Executive Officer 650.0K 1.09M 362.4K 1.30M 65.5K 3.46M 41.83%
49 2019 Claudia J. Merkle, Chief Executive Officer 650.0K 1.09M 362.4K 1.30M 65.5K 3.46M 41.83%
50 2019 Bradley M. Shuster, Executive Chairman 650.0K 1.09M 362.4K 1.30M 63.0K 3.46M 41.86%
51 2019 Adam S. Pollitzer, President, Chief Executive Officer 500.0K 675.0K 225.0K 900.0K 46.0K 2.35M 38.36%
52 2019 Adam S. Pollitzer, Chief Financial Officer 500.0K 675.0K 225.0K 900.0K 46.0K 2.35M 38.36%
53 2019 William J. Leatherberry, Chief Legal Officer 460.0K 621.0K 207.0K 828.0K 46.0K 2.16M 38.30%
54 2019 Patrick Mathis, Chief Operating Officer 435.0K 473.0K 157.7K 783.0K 46.0K 1.89M 33.29%
55 2018 Bradley M. Shuster, Chief Executive Officer 839.6K 2.83M 1.27M 1.70M 66.3K 6.71M 61.14%
56 2018 Bradley M. Shuster, Executive Chairman 839.6K 2.83M 1.27M 1.70M 66.3K 6.71M 61.14%
57 2018 Claudia J. Merkle, President 510.7K 562.5K 187.5K 930.2K 57.5K 2.25M 33.36%
58 2018 Claudia J. Merkle, Chief Executive Officer 510.7K 562.5K 187.5K 930.2K 57.5K 2.25M 33.36%
59 2018 Adam S. Pollitzer, Chief Financial Officer 466.3K 477.9K 322.6K 849.6K 42.8K 2.16M 37.07%
60 2018 William J. Leatherberry, Chief Legal Officer 428.2K 440.4K 310.1K 783.0K 43.8K 2.01M 37.42%
61 2018 Patrick Mathis, Chief Operating Officer 419.8K 430.3K 143.4K 765.0K 42.8K 1.80M 31.85%
62 2017 Bradley M. Shuster, Chief Executive Officer 781.3K 1.42M 1.30M 1.06M 58.1K 4.63M 58.89%
63 2017 Bradley M. Shuster, Executive Chairman 781.3K 1.42M 1.30M 1.06M 58.1K 4.63M 58.89%
64 2017 Adam S. Pollitzer, Chief Financial Officer 290.3K 2.25M 250.0K 560.0K 361.0K 3.71M 67.36%
65 2017 Claudia J. Merkle, President 461.7K 290.0K 290.0K 593.9K 44.3K 1.68M 34.53%
66 2017 Claudia J. Merkle, Chief Operating Officer 461.7K 290.0K 290.0K 593.9K 44.3K 1.68M 34.53%
67 2017 Claudia J. Merkle, Chief Executive Officer 461.7K 290.0K 290.0K 593.9K 44.3K 1.68M 34.53%
68 2016 Bradley M. Shuster, Chief Executive Officer 668.8K 1.40M 1.02M 61.2K 3.15M 32.40%
69 2016 Claudia J. Merkle, Chief Operating Officer 407.9K 702.2K 450.0K 41.2K 1.60M 28.10%
70 2016 Claudia J. Merkle, President 407.9K 702.2K 450.0K 41.2K 1.60M 28.10%
71 2016 Glenn M. Farrell, Chief Financial Officer 375.0K 634.3K 375.0K 42.2K 1.43M 26.29%
72 2015 Bradley M. Shuster, Chief Executive Officer 600.0K 1.11M 493.7K 807.7K 56.7K 3.07M 42.42%
73 2015 William J. Leatherberry, General Counsel 358.3K 453.6K 70.6K 291.5K 89.0K 1.26M 28.66%
74 2015 Glenn M. Farrell, Chief Financial Officer 375.0K 472.5K 93.5K 263.3K 42.3K 1.25M 28.62%
75 2015 Claudia J. Merkle, Chief Operating Officer 358.3K 503.6K 76.5K 263.9K 40.6K 1.24M 27.39%
76 2015 Claudia J. Merkle, Chief of Insurance Operations 358.3K 503.6K 76.5K 263.9K 40.6K 1.24M 27.39%
77 2014 Bradley M. Shuster, Chief Executive Officer 600.0K 600.0K 251.3K 753.9K 55.4K 2.26M 44.47%
78 2014 John (Jay) M. Sherwood, Jr., President 400.0K 400.0K 113.3K 339.9K 52.8K 1.31M 34.71%
79 2014 Claudia J. Merkle, Chief of Insurance Operations 350.0K 267.8K 117.0K 377.7K 41.3K 1.15M 42.88%
80 2014 Claudia J. Merkle, Chief Operating Officer 350.0K 267.8K 117.0K 377.7K 41.3K 1.15M 42.88%
81 2013 Bradley M. Shuster, Chief Executive Officer 585.0K 1.46M 883.4K 608.0K 25.6K 3.56M 41.89%
82 2013 Bradley M.Shuster, President and Chief Executive Officer 585.0K 1.46M 883.4K 608.0K 25.6K 3.56M 41.89%
83 2013 John (Jay) M. Sherwood, Jr., President 393.3K 972.0K 418.2K 270.2K 25.6K 2.08M 33.11%
84 2013 John(Jay) M. Sherwood, Jr., Chief Financial Officer 393.3K 972.0K 418.2K 270.2K 25.6K 2.08M 33.11%
85 2013 Stanley M. Pachura, Chief Information Officer 345.4K 344.1K 8.7K 137.9K 20.0K 856.1K 17.12%
86 2012 Bradley M.Shuster, President and Chief Executive Officer 163.7K 452.6K 5.04M 3.52M 9.41M 91.04%
87 2012 Bradley M. Shuster, Chief Executive Officer 163.7K 452.6K 5.04M 3.52M 9.41M 91.04%
88 2012 John (Jay) M. Sherwood, Jr., President 163.7K 301.7K 2.52M 1.76M 4.97M 86.09%
89 2012 John(Jay) M. Sherwood, Jr., Chief Financial Officer 163.7K 301.7K 2.52M 1.76M 4.97M 86.09%
90 2012 Stanley M. Pachura, Chief Information Officer 163.7K 198.0K 95.1K 683.5K 1.17M 66.41%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2025-03-27 DEFA14A
2025-03-27 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-11 4
2026-05-04 4
2026-04-30 SC 13G
2026-04-30 8-K
2026-03-27 SC 13G/A
2026-03-26 DEFA14A
2026-03-26 DEF 14A
2026-03-26 ARS
2026-03-25 4
2026-03-19 4

Executive team

NameTitleCompensationGender
Adam S. Pollitzer President, Chief Executive Officer & Director 4M male
Bradley Mize Shuster Executive Chairman 2M male
William J. Leatherberry Executive Vice President, Chief Administrative Officer General Counsel & Secretary 2M male
Aurora Jean Swithenbank Executive Vice President & Chief Financial Officer 1M female
Robert Owen Smith Executive Vice President & Chief Risk Officer 1M male
John Swenson Vice President of Investor Relations & Treasury male
Lesley Alli Senior Vice President of Industry Relations & Corporate Communications female
Mohammad Yousaf EVice President, Chief of Operations & Technology male
Norman Fitzgerald Executive Vice President & Chief Sales Officer male
Allison Miller Senior Vice President & CHRO female
Andrew Greenberg Senior Vice President of Finance male
ESG Rating
B
INSURANCE - SPECIALTY
2025
E (Environmental)
62.6 / 55.5
Company / Sector avg.
S (Social)
65.3 / 59.7
Company / Sector avg.
G (Governance)
67.0 / 65.2
Company / Sector avg.
ESG Total
65.0 / 60.1
Company / Sector avg.
ESG Score History INSURANCE - SPECIALTY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2020-07-15 2020-09-03 Susie Lee NV03 Joint Sale (Full) $1,001 - $15,000
2020-06-05 2020-07-10 Susie Lee NV03 Joint Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits