Subscribe

Northwestern Energy Group Inc (NWE)

USD73.20 +0.49 (+0.67%)
US NASDAQ Utilities Diversified Utilities
Address 3010 West 69th Street 57108
Sioux Falls, SD, US
CEO Brian Bird
IPO 2007-12-28
CIK 1993004 ISIN US6680743050

Explore sections of this company profile

Description

NorthWestern Corporation, which conducts business under the name NorthWestern Energy, supplies electricity and natural gas to residential, commercial, and diverse industrial clients. The company organizes its operations into two primary divisions: Electric and Natural Gas. In its Electric segment, NorthWestern Energy is responsible for generating, procuring, transmitting, and distributing electrical power. For its Natural Gas segment, the firm undertakes the production, purchase, storage, transmission, and delivery of natural gas, additionally holding local government authorizations to provide gas services in various communities. The company's extensive infrastructure in Montana encompasses 6,819 miles of electric transmission lines, 18,177 miles of electric distribution lines, and roughly 400 transmission and distribution substations. Its natural gas network in Montana features 2,166 miles of transmission lines, 4,945 miles of distribution lines, and approximately 138 city gate stations. Furthermore, in South Dakota, NorthWestern Energy manages 1,308 miles of electric transmission and 2,320 miles of electric distribution lines. Its natural gas facilities in South Dakota include 55 miles of transmission lines, while a combined 2,517 miles of natural gas distribution lines serve both South Dakota and Nebraska. Collectively, NorthWestern Energy caters to approximately 753,600 customers situated across Montana, South Dakota, Nebraska, and Yellowstone National Park. The corporation was founded in 1923 and is based in Sioux Falls, South Dakota.

News Sentiment (7d)
73 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Brickell Biotech, Inc. BBI 2007-02-28 View
Technical Outlook
Loading outlook…
Loading forecast...
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
USD73.20 +0.49 (+0.67%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
520.4K
Beta
0.37
Float Shares
61.08M
Free Float %
99.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.03% -2.05% +3.71% +2.61% +9.65% +10.78% +30.74% +21.39% +9.66% +22.64% +186.57%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

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 (18 ratings, all time) Hold
Price Targets & DCF
Current price
73.20
Low 54.00 -26.2%
Consensus 66.33 -9.4%
Median 70.00 -4.4%
High 75.00 +2.5%
Ratings Trend (MoM) 33% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 1 -1
Hold 3 -1
Sell 1 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 2
64.50
-11.9%
Last Quarter 3
66.33
-9.4%
Last Year 7
61.86
-15.5%
All Time 14
57.14
-21.9%
Quality scores
Altman Z-Score
0.90
Distress
Piotroski F-Score
5 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Diversified Utilities: +5.3%
    +6.4% Q1'26: +6.6% (vs Q1'25)
  • EPS growth Diversified Utilities: +4.4%
    -19.5% Q1'26: -17.6% (vs Q1'25)
  • FCF margin FCF growth · Diversified Utilities: +8.5%
    +6.6% Q1'26: +8.7% (vs Q1'25)
  • EBIT margin Diversified Utilities: +20.5%
    +21.0% Q1'26: +22.9% (vs Q1'25)
  • ROIC Diversified Utilities: +4.5%
    +5.3% Q1'26: +6.1% (vs Q1'25)
  • Share dilution Diversified Utilities: -0.2%
    +0.0% Q1'26: +0.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Diversified Utilities: 3.55×
    5.60× Q1'26: 4.54× (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 (0.38) × ERP
WACC = 57% × Ke + 43% × Kd (4.6%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 73.20
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
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Dec 2028
4 Rev. Ana.
2 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Dec 2030
3 Rev. Ana.
1 EPS Ana.
Revenue
1.12B
est: 1.07B (+4.3%)
1.07B
est: 1.04B (+2.6%)
1.15B
est: 1.15B (+0.5%)
1.20B
est: 1.54B (-21.6%)
1.21B
est: 1.31B (-7.1%)
1.26B
est: 1.26B (-0.2%)
1.31B
est: 1.31B (+0.0%)
1.19B
est: 1.32B (-9.6%)
1.26B
est: 1.27B (-0.6%)
1.20B
est: 1.24B (-3.6%)
1.37B
est: 1.32B (+3.6%)
1.48B
est: 1.42B (+4.3%)
1.42B
est: 1.47B (-3.4%)
1.51B
est: 1.54B (-1.6%)
1.61B
est: 1.61B (+0.2%)
1.74B
1.70B – 1.78B
+8.0% YoY
1.83B
1.79B – 1.88B
+5.3% YoY
1.86B
1.86B – 1.86B
+1.7% YoY
1.91B
1.87B – 1.96B
+2.5% YoY
1.97B
1.93B – 2.02B
+3.4% YoY
EBITDA
270.41M
est: 252.54M (+7.1%)
288.79M
est: 283.06M (+2.0%)
288.26M
est: 284.74M (+1.2%)
301.79M
est: 347.41M (-13.1%)
418.10M
est: 439.45M (-4.9%)
414.31M
est: 409.08M (+1.3%)
434.47M
est: 447.65M (-2.9%)
440.96M
est: 432.12M (+2.0%)
442.17M
est: 464.74M (-4.9%)
420.70M
est: 468.25M (-10.2%)
471.40M
est: 403.60M (+16.8%)
477.53M
est: 493.43M (-3.2%)
526.15M
est: 605.76M (-13.1%)
574.43M
est: 632.82M (-9.2%)
587.44M
est: 661.15M (-11.1%)
714.26M
700.17M – 733.35M
+8.0% YoY
752.05M
737.22M – 772.15M
+5.3% YoY
765.01M
764.99M – 765.03M
+1.7% YoY
784.49M
769.02M – 805.46M
+2.5% YoY
811.42M
795.42M – 833.11M
+3.4% YoY
EBIT
169.48M
est: 153.64M (+10.3%)
181.56M
est: 175.76M (+3.3%)
178.77M
est: 167.62M (+6.7%)
188.22M
est: 193.72M (-2.8%)
273.40M
est: 279.61M (-2.2%)
251.50M
est: 244.79M (+2.7%)
268.33M
est: 266.47M (+0.7%)
270.24M
est: 257.38M (+5.0%)
269.25M
est: 283.86M (-5.1%)
241.06M
est: 263.56M (-8.5%)
283.93M
est: 239.02M (+18.8%)
282.51M
est: 285.21M (-0.9%)
316.29M
est: 340.68M (-7.2%)
346.35M
est: 355.90M (-2.7%)
337.92M
est: 371.83M (-9.1%)
401.71M
393.78M – 412.44M
+8.0% YoY
422.96M
414.62M – 434.27M
+5.3% YoY
430.25M
430.24M – 430.26M
+1.7% YoY
441.21M
432.50M – 453.00M
+2.5% YoY
456.35M
447.35M – 468.55M
+3.4% YoY
Net Income
92.56M
est: 83.92M (+10.3%)
98.41M
est: 98.45M (0.0%)
93.98M
est: 92.19M (+1.9%)
120.69M
est: 130.86M (-7.8%)
151.21M
est: 159.34M (-5.1%)
164.17M
est: 162.60M (+1.0%)
162.70M
est: 164.47M (-1.1%)
196.96M
est: 189.40M (+4.0%)
202.12M
est: 208.15M (-2.9%)
155.22M
est: 172.76M (-10.2%)
186.84M
est: 162.81M (+14.8%)
183.01M
est: 187.80M (-2.6%)
194.13M
est: 209.22M (-7.2%)
224.11M
est: 207.21M (+8.2%)
181.09M
est: 220.65M (-17.9%)
231.05M
227.84M – 232.13M
+4.7% YoY
244.14M
241.38M – 246.90M
+5.7% YoY
258.72M
255.68M – 261.77M
+6.0% YoY
275.91M
268.83M – 285.50M
+6.6% YoY
288.90M
281.49M – 298.94M
+4.7% YoY
SGA
267.16M
est: 253.47M (+5.4%)
269.97M
est: 262.91M (+2.7%)
285.57M
est: 278.88M (+2.4%)
305.89M
est: 351.00M (-12.9%)
297.48M
est: 314.16M (-5.3%)
302.89M
est: 302.79M (+0.0%)
305.14M
est: 318.76M (-4.3%)
307.12M
est: 300.12M (+2.3%)
116.78M
est: 332.88M (-64.9%)
297.12M
est: 330.64M (-10.1%)
101.87M
est: 46.32M (+120.0%)
113.78M
est: -13.45M (+945.7%)
117.36M
est: 124.50M (-5.7%)
137.44M
est: 130.06M (+5.7%)
158.24M
est: 135.88M (+16.5%)
146.80M
143.90M – 150.72M
+8.0% YoY
154.56M
151.52M – 158.69M
+5.3% YoY
157.23M
157.22M – 157.23M
+1.7% YoY
161.23M
158.05M – 165.54M
+2.5% YoY
166.76M
163.48M – 171.22M
+3.4% YoY
EPS
2.55
est: 2.17 (+17.5%)
2.67
est: 2.23 (+19.7%)
2.46
est: 2.44 (+0.8%)
3.01
est: 3.00 (+0.3%)
3.20
est: 3.13 (+2.4%)
3.40
est: 3.23 (+5.1%)
3.35
est: 3.38 (-0.8%)
3.94
est: 3.38 (+16.7%)
4.01
est: 3.43 (+16.8%)
3.07
est: 3.34 (-8.1%)
3.61
est: 3.52 (+2.5%)
3.28
est: 3.27 (+0.2%)
3.22
est: 3.43 (-6.0%)
3.66
est: 3.39 (+8.1%)
2.95
est: 3.60 (-18.0%)
3.75
3.71 – 3.78
+4.2% YoY
3.98
3.93 – 4.02
+6.1% YoY
4.22
4.17 – 4.26
+5.8% YoY
4.50
4.38 – 4.65
+6.6% YoY
4.71
4.59 – 4.87
+4.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-21 Barclays Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 1/5 2/5 3/5 3/5 2/5 3/5
2026-05-08 B- 2/5 1/5 2/5 3/5 3/5 2/5 3/5
2026-05-07 B- 2/5 1/5 2/5 3/5 3/5 2/5 3/5
2026-05-06 B- 2/5 1/5 2/5 3/5 3/5 2/5 3/5
2026-05-05 C+ 2/5 1/5 2/5 3/5 2/5 2/5 3/5
2026-05-04 C+ 2/5 1/5 2/5 3/5 2/5 2/5 3/5
2026-05-01 C+ 2/5 1/5 2/5 3/5 2/5 2/5 3/5
2026-04-30 C+ 2/5 1/5 2/5 3/5 2/5 2/5 3/5
2026-04-29 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-28 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-27 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-24 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-23 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-22 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-21 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-20 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-17 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-16 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5
2026-04-15 B- 2/5 1/5 2/5 4/5 2/5 2/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
401.35M
OE per share TTM
6.52
Owner's Yield
9.23%
Maintenance CapEx ratio
13.57%
Maint CapEx / Avg PPE
403.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
76
Total invested
93.76M
Insider transactions (90d)
0
Beneficial owners (>5%)
17
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. 8.78M 16.20% 8.40M 8.78M HC Delaware 2022-01-27
2 The Vanguard Group - 23-1945930 5.53M 10.22% 64.9K 5.41M 112.2K IA 2022-02-09
3 American Century Investment Management, Inc. 3.28M 6.49% 3.21M 3.28M IA Delaware 2021-02-11
4 52-0556948 2.83M 5.20% 982.2K 2.83M IA Maryland 2022-02-14
5 Deutsche Asset & Wealth Management International GmbH 2.82M 6.14% 2.80M 2.82M IA, CO Federal Republic Germany 2014-12-09
6 JPMORGAN CHASE & CO13-2624428 2.50M 4.90% 2.32M 2.50M HC Delaware 2019-01-07
7 JPMORGAN CHASE & CO.13-2624428 2.35M 4.30% 2.25M 2.35M HC Delaware 2021-12-07
8 Deutsche Investment Management Americas 2.23M 4.86% 2.23M 2.23M IA, CO Delaware 2014-12-09
9 Munder Capital Management 2.12M 5.70% 1.92M 2.12M IA State of Delaware 2013-02-13
10 Andrew A. Ziegler 2.06M 5.70% 1.98M 2.06M IN Delaware 2011-02-10
11 Carlene M. Ziegler 2.06M 5.70% 1.98M 2.06M IN Delaware 2011-02-10
12 2. 386.0K 1.00% IA, HC Delaware 2014-02-12
13 Deutsche Bank AG* 117.9K 0.24% 27.1K 117.9K FI Federal Republic Germany 2017-03-02
14 Deutsche Bank Securities, Inc. 30.4K 0.04% 30.4K BD, CO Delaware 2014-12-09
15 DBX Advisors LLC 580.00 0.00% 580.00 580.00 IA, CO Federal Republic Germany 2014-12-09
16 Deutsche Bank Trust Company Americas 374.00 0.00% 300.00 374.00 BK, CO Federal Republic Germany 2014-12-09
17 Capital Research and Management Company 0.00% 2.97M 3.03M IA Delaware 2019-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
76
-280 vs prev Q
New positions
10
Closed positions
289
Increased
39
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. 1.03M +1.0M (+100.0%) 66.17B +66.2B (+100.0%) 1.67% +1.670 pp 0.10% +0.100 pp USD64.54 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 8.61M +186.4K (+2.2%) 555.92M +62.0M (+12.6%) 14.03% +0.308 pp 0.01% +0.001 pp USD56.99 +13.2% 6 qtrs
3 VANGUARD GROUP INC 6.67M -28.3K (-0.4%) 430.31M +37.9M (+9.7%) 10.86% -0.043 pp 0.01% +0.000 pp USD53.24 +21.2% 83 qtrs
4 STATE STREET CORP 2.64M +14.8K (+0.6%) 170.24M +16.5M (+10.7%) 4.30% +0.025 pp 0.01% +0.000 pp USD54.66 +18.1% 51 qtrs
5 AMERICAN CENTURY COMPANIES INC 2.04M -929.2K (-31.3%) 131.64M -42.4M (-24.3%) 3.32% -1.512 pp 0.07% -0.022 pp USD54.92 +17.5% 50 qtrs
6 GEODE CAPITAL MANAGEMENT, LLC 1.63M +3.0K (+0.2%) 105.14M +9.8M (+10.3%) 2.65% +0.006 pp 0.01% +0.000 pp USD55.08 +17.2% 78 qtrs
7 FRANKLIN RESOURCES INC 1.44M +98.5K (+7.4%) 92.73M +14.3M (+18.2%) 2.34% +0.161 pp 0.02% +0.003 pp USD58.68 +10.0% 45 qtrs
8 RIVER ROAD ASSET MANAGEMENT, LLC 1.26M -1.0M (-44.8%) 81.58M -52.7M (-39.3%) 2.06% -1.673 pp 0.89% -0.610 pp USD54.37 +18.7% 12 qtrs
9 NEUBERGER BERMAN GROUP LLC 1.26M -8.5K (-0.7%) 81.32M +7.0M (+9.4%) 2.05% -0.013 pp 0.06% +0.006 pp USD50.81 +27.0% 10 qtrs
10 SYSTEMATIC FINANCIAL MANAGEMENT LP 1.16M -17.2K (-1.5%) 74.85M +5.9M (+8.5%) 1.89% -0.028 pp 1.76% +0.087 pp USD52.64 +22.6% 51 qtrs
11 FMR LLC 1.12M +1.8K (+0.2%) 72.60M +6.8M (+10.3%) 1.83% +0.003 pp 0.00% +0.000 pp USD56.40 +14.4% 30 qtrs
12 DIMENSIONAL FUND ADVISORS LP 1.02M +7.1K (+0.7%) 65.66M +6.4M (+10.9%) 1.66% +0.012 pp 0.01% +0.001 pp USD49.21 +31.2% 51 qtrs
13 BALYASNY ASSET MANAGEMENT L.P. 1.01M +989.0K (+5,851.3%) 64.92M +63.9M (+6,453.4%) 1.64% +1.611 pp 0.08% +0.081 pp USD64.44 +0.2% 34 qtrs
14 MILLENNIUM MANAGEMENT LLC 920.6K +850.5K (+1,214.4%) 59.41M +55.3M (+1,347.4%) 1.50% +1.386 pp 0.03% +0.023 pp USD64.04 +0.8% 42 qtrs
15 MORGAN STANLEY 846.1K +57.1K (+7.2%) 54.61M +8.4M (+18.1%) 1.38% +0.094 pp 0.00% +0.001 pp USD55.24 +16.8% 51 qtrs
16 ADAGE CAPITAL PARTNERS GP, L.L.C. 812.5K +812.5K (+100.0%) 52.44M +52.4M (+100.0%) 1.32% +1.324 pp 0.08% +0.079 pp USD64.54 +0.0% 1 qtrs NEW
17 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 807.1K -31.7K (-3.8%) 52.09M +2.9M (+6.0%) 1.32% -0.051 pp 0.01% +0.000 pp USD53.79 +20.0% 80 qtrs
18 WESTWOOD HOLDINGS GROUP INC 787.3K -194.0K (-19.8%) 50.81M -6.7M (-11.7%) 1.28% -0.316 pp 0.41% +0.003 pp USD56.95 +13.3% 28 qtrs
19 NORGES BANK 779.0K +779.0K (+100.0%) 50.27M +50.3M (+100.0%) 1.27% +1.269 pp 0.01% +0.005 pp USD64.54 +0.0% 1 qtrs NEW
20 ALLIANCEBERNSTEIN L.P. 776.1K +574.4K (+284.7%) 50.09M +38.3M (+323.6%) 1.26% +0.936 pp 0.02% +0.012 pp USD63.19 +2.1% 61 qtrs
21 BANK OF NEW YORK MELLON CORP 774.9K -86.4K (-10.0%) 50.01M -469.2K (-0.9%) 1.26% -0.140 pp 0.01% -0.001 pp USD53.12 +21.5% 66 qtrs
22 AQR CAPITAL MANAGEMENT LLC 769.6K -377.6K (-32.9%) 49.67M -17.6M (-26.1%) 1.25% -0.615 pp 0.03% -0.017 pp USD56.17 +14.9% 82 qtrs
23 BANK OF AMERICA CORP /DE/ 766.7K -88.9K (-10.4%) 49.48M -661.7K (-1.3%) 1.25% -0.144 pp 0.00% +0.000 pp USD54.24 +19.0% 52 qtrs
24 NORTHERN TRUST CORP 764.4K -47.3K (-5.8%) 49.33M +1.8M (+3.7%) 1.25% -0.077 pp 0.01% +0.000 pp USD49.98 +29.1% 51 qtrs
25 UBS GROUP AG 707.8K +585.8K (+479.9%) 45.68M +38.5M (+538.6%) 1.15% +0.954 pp 0.01% +0.006 pp USD62.62 +3.1% 45 qtrs
26 GOLDMAN SACHS GROUP INC 657.2K +414.7K (+171.0%) 42.42M +28.2M (+198.4%) 1.07% +0.676 pp 0.01% +0.004 pp USD60.94 +5.9% 73 qtrs
27 FIRST TRUST ADVISORS LP 650.3K -182.1K (-21.9%) 41.97M -6.8M (-14.0%) 1.06% -0.296 pp 0.03% -0.006 pp USD54.19 +19.1% 51 qtrs
28 PROSHARE ADVISORS LLC 645.3K -149.6K (-18.8%) 41.65M -4.9M (-10.6%) 1.05% -0.244 pp 0.07% -0.024 pp USD58.48 +10.4% 70 qtrs
29 AQR ARBITRAGE LLC 607.0K +583.1K (+2,434.9%) 39.18M +37.8M (+2,691.4%) 0.99% +0.950 pp 0.82% +0.789 pp USD64.31 +0.4% 2 qtrs
30 GW&K INVESTMENT MANAGEMENT, LLC 593.9K -11.4K (-1.9%) 38.33M +2.9M (+8.0%) 0.97% -0.018 pp 0.33% +0.018 pp USD50.34 +28.2% 56 qtrs
31 INVESCO LTD. 584.7K -233.1K (-28.5%) 37.74M -10.2M (-21.3%) 0.95% -0.379 pp 0.01% -0.002 pp USD57.21 +12.8% 57 qtrs
32 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 569.3K -77.6K (-12.0%) 36.74M -1.2M (-3.1%) 0.93% -0.126 pp 0.01% +0.000 pp USD48.98 +31.8% 10 qtrs
33 GABELLI FUNDS LLC 548.7K +2.5K (+0.5%) 35.41M +3.4M (+10.6%) 0.89% +0.004 pp 0.24% +0.023 pp USD28.58 +125.8% 64 qtrs
34 FULLER & THALER ASSET MANAGEMENT, INC. 503.2K -47.1K (-8.6%) 32.48M +225.8K (+0.7%) 0.82% -0.077 pp 0.11% +0.000 pp USD54.04 +19.4% 20 qtrs
35 NUVEEN, LLC 502.7K -151.8K (-23.2%) 32.45M -5.9M (-15.4%) 0.82% -0.247 pp 0.01% -0.002 pp USD57.87 +11.5% 4 qtrs
36 HUDSON BAY CAPITAL MANAGEMENT LP 499.5K +499.5K (+100.0%) 32.24M +32.2M (+100.0%) 0.81% +0.814 pp 0.11% +0.106 pp USD64.54 +0.0% 1 qtrs NEW
37 THRIVENT FINANCIAL FOR LUTHERANS 489.9K +986.0 (+0.2%) 31.62M +3.0M (+10.3%) 0.80% +0.002 pp 0.06% 0.000 pp USD58.32 +10.7% 63 qtrs
38 GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 483.3K +424.6K (+723.4%) 31.19M +27.8M (+806.7%) 0.79% +0.692 pp 0.08% +0.070 pp USD63.82 +1.1% 2 qtrs
39 CITIGROUP INC 482.6K +52.3K (+12.1%) 31.15M +5.9M (+23.5%) 0.79% +0.085 pp 0.01% +0.003 pp USD59.02 +9.4% 67 qtrs
40 RAYMOND JAMES FINANCIAL INC 445.6K -116.4K (-20.7%) 28.76M -4.2M (-12.7%) 0.73% -0.189 pp 0.01% -0.002 pp USD54.27 +18.9% 5 qtrs
41 VICTORY CAPITAL MANAGEMENT INC 417.0K -224.4K (-35.0%) 26.91M -10.7M (-28.4%) 0.68% -0.365 pp 0.02% -0.007 pp USD59.08 +9.2% 50 qtrs
42 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 413.3K -42.9K (-9.4%) 26.68M -62.9K (-0.2%) 0.67% -0.070 pp 0.07% +0.005 pp USD57.31 +12.6% 19 qtrs
43 QUBE RESEARCH & TECHNOLOGIES LTD 388.7K -82.2K (-17.4%) 25.08M -2.5M (-9.1%) 0.63% -0.134 pp 0.03% -0.003 pp USD52.88 +22.0% 7 qtrs
44 JANE STREET GROUP, LLC 348.7K +169.4K (+94.5%) 22.50M +12.0M (+114.2%) 0.57% +0.276 pp 0.00% +0.002 pp USD60.87 +6.0% 23 qtrs
45 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 320.2K +6.5K (+2.1%) 20.66M +2.3M (+12.4%) 0.52% +0.011 pp 0.03% +0.002 pp USD49.97 +29.2% 7 qtrs
46 LEGAL & GENERAL GROUP PLC 294.6K -24.6K (-7.7%) 19.02M +309.2K (+1.7%) 0.48% -0.040 pp 0.00% +0.000 pp USD55.40 +16.5% 59 qtrs
47 METLIFE INVESTMENT MANAGEMENT, LLC 288.6K -2.7K (-0.9%) 18.63M +1.6M (+9.1%) 0.47% -0.004 pp 0.09% +0.008 pp USD53.91 +19.7% 33 qtrs
48 CITADEL ADVISORS LLC 288.1K +235.6K (+448.9%) 18.59M +15.5M (+504.4%) 0.47% +0.384 pp 0.00% +0.002 pp USD62.22 +3.7% 41 qtrs
49 GAMCO INVESTORS, INC. ET AL 274.4K +1.0K (+0.4%) 17.71M +1.7M (+10.5%) 0.45% +0.002 pp 0.17% +0.015 pp USD29.93 +115.6% 64 qtrs
50 JPMORGAN CHASE & CO 243.6K -75.0K (-23.5%) 15.72M -3.0M (-15.8%) 0.40% -0.122 pp 0.00% 0.000 pp USD51.76 +24.7% 51 qtrs
51 UBS ASSET MANAGEMENT AMERICAS INC 236.3K +104.5K (+79.2%) 15.25M +7.5M (+97.4%) 0.39% +0.170 pp 0.00% +0.002 pp USD58.95 +9.5% 52 qtrs
52 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 225.5K -5.6K (-2.4%) 14.55M +1.0M (+7.5%) 0.37% -0.009 pp 0.04% +0.002 pp USD56.72 +13.8% 13 qtrs
53 SQUAREPOINT OPS LLC 220.4K +199.6K (+960.7%) 14.22M +13.0M (+1,068.0%) 0.36% +0.325 pp 0.02% +0.014 pp USD63.57 +1.5% 5 qtrs
54 DEUTSCHE BANK AG\ 210.2K +106.7K (+103.0%) 13.57M +7.5M (+123.5%) 0.34% +0.174 pp 0.00% +0.002 pp USD60.19 +7.2% 50 qtrs
55 MAGNETAR FINANCIAL LLC 197.7K +2.1K (+1.1%) 12.76M +1.3M (+11.3%) 0.32% +0.004 pp 0.13% +0.056 pp USD58.34 +10.6% 3 qtrs
56 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 196.0K -9.0K (-4.4%) 12.65M +635.0K (+5.3%) 0.32% -0.015 pp 0.08% +0.002 pp USD54.55 +18.3% 17 qtrs
57 RHUMBLINE ADVISERS 193.6K -24.0K (-11.0%) 12.49M -261.4K (-2.0%) 0.32% -0.039 pp 0.01% 0.000 pp USD54.26 +18.9% 55 qtrs
58 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 137.8K +8.8K (+6.8%) 8.90M +1.3M (+17.6%) 0.22% +0.014 pp 0.08% +0.010 pp USD58.99 +9.4% 2 qtrs
59 BARCLAYS PLC 133.1K +22.5K (+20.4%) 8.59M +2.3M (+35.8%) 0.22% +0.037 pp 0.00% +0.000 pp USD56.18 +14.9% 51 qtrs
60 PRINCIPAL FINANCIAL GROUP INC 133.0K -31.9K (-19.3%) 8.59M -1.1M (-11.2%) 0.22% -0.052 pp 0.00% -0.001 pp USD51.89 +24.4% 70 qtrs
61 CANADA PENSION PLAN INVESTMENT BOARD 132.4K +132.4K (+100.0%) 8.55M +8.5M (+100.0%) 0.22% +0.216 pp 0.01% +0.006 pp USD64.54 +0.0% 1 qtrs NEW
62 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 132.2K +15.9K (+13.7%) 8.53M +1.7M (+25.2%) 0.22% +0.026 pp 0.04% +0.009 pp USD57.96 +11.4% 38 qtrs
63 KINTAYL CAPITAL LP 130.1K +133.0 (+0.1%) 8.40M +779.4K (+10.2%) 0.21% +0.000 pp 5.07% +0.375 pp USD58.62 +10.1% 2 qtrs
64 ANCORA ADVISORS, LLC 129.4K -96.7K (-42.8%) 8.35M -4.9M (-37.0%) 0.21% -0.157 pp 0.17% -0.093 pp USD51.46 +25.4% 8 qtrs
65 BRIDGEWATER ASSOCIATES, LP 123.8K -140.4K (-53.1%) 7.99M -7.5M (-48.4%) 0.20% -0.229 pp 0.03% -0.032 pp USD53.00 +21.8% 5 qtrs
66 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 122.8K -7.5K (-5.7%) 7.93M +289.6K (+3.8%) 0.20% -0.012 pp 0.08% +0.003 pp USD54.46 +18.5% 51 qtrs
67 SWISS NATIONAL BANK 121.1K +2.1K (+1.8%) 7.81M +841.1K (+12.1%) 0.20% +0.004 pp 0.00% +0.001 pp USD54.14 +19.2% 51 qtrs
68 RUSSELL INVESTMENTS GROUP, LTD. 117.8K -136.1K (-53.6%) 7.60M -7.3M (-48.9%) 0.19% -0.222 pp 0.01% -0.009 pp USD55.15 +17.0% 37 qtrs
69 AMERIPRISE FINANCIAL INC 117.3K -4.6K (-3.8%) 7.57M +423.6K (+5.9%) 0.19% -0.008 pp 0.00% +0.000 pp USD52.09 +23.9% 55 qtrs
70 FIRST PREMIER BANK 104.6K -6.4K (-5.8%) 6.75M +244.0K (+3.8%) 0.17% -0.011 pp 1.55% +0.070 pp USD53.54 +20.5% 41 qtrs
71 SOUTH DAKOTA INVESTMENT COUNCIL 102.7K -16.4K (-13.8%) 6.63M -352.0K (-5.0%) 0.17% -0.027 pp 0.13% -0.010 pp USD55.96 +15.3% 39 qtrs
72 YAUPON CAPITAL MANAGEMENT LP 100.6K -15.1K (-13.0%) 6.49M -286.1K (-4.2%) 0.16% -0.025 pp 0.23% -0.025 pp USD51.30 +25.8% 3 qtrs
73 WELLS FARGO & COMPANY/MN 91.6K +23.7K (+35.0%) 5.91M +1.9M (+48.6%) 0.15% +0.039 pp 0.00% +0.000 pp USD57.71 +11.8% 57 qtrs
74 SUSQUEHANNA INTERNATIONAL GROUP, LLP 87.0K +80.6K (+1,262.7%) 5.61M +5.2M (+1,400.5%) 0.14% +0.131 pp 0.00% +0.001 pp USD63.95 +0.9% 29 qtrs
75 FIRST MANHATTAN CO. LLC. 85.8K -684.0 (-0.8%) 5.54M +468.5K (+9.2%) 0.14% -0.001 pp 0.01% +0.001 pp USD45.66 +41.3% 51 qtrs
76 MERITAGE PORTFOLIO MANAGEMENT 85.4K -2.3K (-2.6%) 5.51M +373.0K (+7.3%) 0.14% -0.004 pp 0.37% +0.024 pp USD57.37 +12.5% 18 qtrs
77 GREAT WEST LIFE ASSURANCE CO /CAN/ 83.3K +1.8K (+2.2%) 5.38M +649.0K (+13.7%) 0.14% +0.003 pp 0.01% +0.003 pp USD61.43 +5.1% 49 qtrs
78 MAIRS & POWER INC 81.7K -7.4K (-8.3%) 5.27M +53.3K (+1.0%) 0.13% -0.012 pp 0.05% +0.002 pp USD60.47 +6.7% 26 qtrs
79 ADVISORS ASSET MANAGEMENT, INC. 81.3K -40.6K (-33.3%) 5.25M -1.9M (-26.5%) 0.13% -0.066 pp 0.09% -0.033 pp USD55.99 +15.3% 18 qtrs
80 OLIVER LUXXE ASSETS LLC 79.2K +1.6K (+2.1%) 5.11M +563.8K (+12.4%) 0.13% +0.003 pp 0.78% +0.058 pp USD53.23 +21.2% 9 qtrs
81 CONNING INC. 77.1K +— (+0.0%) 4.97M +457.1K (+10.1%) 0.13% +0.000 pp 0.17% +0.016 pp USD35.46 +82.0% 76 qtrs
82 IEQ CAPITAL, LLC 76.4K +19.0K (+33.2%) 4.93M +1.6M (+46.7%) 0.12% +0.031 pp 0.01% +0.005 pp USD59.77 +8.0% 5 qtrs
83 COMERICA BANK 76.4K +13.8K (+22.0%) 4.93M +1.3M (+34.3%) 0.12% +0.022 pp 0.02% +0.006 pp USD52.03 +24.0% 10 qtrs
84 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 74.4K -890.0 (-1.2%) 4.81M +390.0K (+8.8%) 0.12% -0.001 pp 0.01% +0.001 pp USD56.20 +14.8% 51 qtrs
85 WEDGE CAPITAL MANAGEMENT L L P/NC 74.0K -1.6K (-2.1%) 4.78M +347.7K (+7.8%) 0.12% -0.003 pp 0.09% +0.011 pp USD54.33 +18.8% 23 qtrs
86 RETIREMENT SYSTEMS OF ALABAMA 73.7K -530.0 (-0.7%) 4.76M +406.0K (+9.3%) 0.12% -0.001 pp 0.02% +0.001 pp USD57.15 +12.9% 38 qtrs
87 PUBLIC SECTOR PENSION INVESTMENT BOARD 70.2K +70.2K (+100.0%) 4.53M +4.5M (+100.0%) 0.11% +0.114 pp 0.02% +0.015 pp USD64.54 +0.0% 1 qtrs NEW
88 HEARTLAND ADVISORS INC 69.6K +42.8K (+159.8%) 4.49M +2.9M (+186.0%) 0.11% +0.070 pp 0.24% +0.159 pp USD61.29 +5.3% 6 qtrs
89 COMMONWEALTH EQUITY SERVICES, LLC 67.6K +3.2K (+4.9%) 4.37M +587.1K (+15.5%) 0.11% +0.005 pp 0.01% +0.001 pp USD53.09 +21.6% 8 qtrs
90 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 60.8K -53.0 (-0.1%) 3.93M +357.6K (+10.0%) 0.10% 0.000 pp 0.00% +0.000 pp USD49.01 +31.7% 52 qtrs
91 DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 60.4K -1.7K (-2.7%) 3.90M +259.0K (+7.1%) 0.10% -0.003 pp 0.19% +0.008 pp USD62.73 +2.9% 20 qtrs
92 POINT72 ASSET MANAGEMENT, L.P. 59.4K +59.4K (+100.0%) 3.83M +3.8M (+100.0%) 0.10% +0.097 pp 0.00% +0.004 pp USD64.54 +0.0% 5 qtrs
93 JANUS HENDERSON GROUP PLC 58.9K +32.0K (+118.9%) 3.80M +2.2M (+141.0%) 0.10% +0.052 pp 0.00% +0.001 pp USD61.39 +5.1% 35 qtrs
94 PRICE T ROWE ASSOCIATES INC /MD/ 58.7K +1.6K (+2.9%) 3.79M +444.0K (+13.3%) 0.10% +0.003 pp 0.00% +0.000 pp USD56.36 +14.5% 65 qtrs
95 MARYLAND STATE RETIREMENT & PENSION SYSTEM 57.6K +705.0 (+1.2%) 3.72M +383.0K (+11.5%) 0.09% +0.001 pp 0.08% +0.007 pp USD57.51 +12.2% 13 qtrs
96 CERITY PARTNERS LLC 57.4K +21.3K (+59.1%) 3.70M +1.6M (+75.3%) 0.09% +0.035 pp 0.01% +0.002 pp USD59.71 +8.1% 8 qtrs
97 MATHES COMPANY, INC. 54.7K -825.0 (-1.5%) 3.53M +275.0K (+8.5%) 0.09% -0.001 pp 1.26% +0.090 pp USD51.34 +25.7% 3 qtrs
98 MOORE CAPITAL MANAGEMENT, LP 53.5K +53.5K (+100.0%) 3.45M +3.5M (+100.0%) 0.09% +0.087 pp 0.05% +0.050 pp USD64.54 +0.0% 1 qtrs NEW
99 MAGELLAN ASSET MANAGEMENT LTD 52.4K +2.3K (+4.5%) 3.38M +443.9K (+15.1%) 0.09% +0.004 pp 0.04% +0.006 pp USD51.41 +25.5% 51 qtrs
100 NORTH STAR INVESTMENT MANAGEMENT CORP. 51.0K +567.0 (+1.1%) 3.29M +335.6K (+11.4%) 0.08% +0.001 pp 0.21% +0.017 pp USD56.01 +15.2% 36 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
6
Sells
0
Shares acquired
3.7K
Shares disposed
Cash buys
Cash sales
Net activity
+3,679
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
2026-04-07 YAZDI MAHVASH Director A-Award A Common Stock 569 65.94 37.5K 22,291 D
2026-04-07 Sullivan Linda G Director A-Award A Common Stock 834 65.94 55.0K 33,650 D
2026-04-07 Larson Kent T Director A-Award A Common Stock 569 65.94 37.5K 11,517 D
2026-04-07 Ide Britt E Director A-Award A Common Stock 569 65.94 37.5K 14,895 D
2026-04-07 Goodin David L Director A-Award A Common Stock 569 65.94 37.5K 5,100 D
2026-04-07 Edwards Sherina M. Director A-Award A Common Stock 569 65.94 37.5K 9,454 D
2026-03-03 Hines John D Officer A-Award A Common Stock 1,354 68.45 92.7K 42,370 D
2026-02-27 Vold Jeanne Officer F-InKind D Common Stock 478 0.00 14,221 D
2026-02-27 Schroeppel Bobbi L Officer F-InKind D Common Stock 643 0.00 38,485 D
2026-02-27 Merkel Jason Officer F-InKind D Common Stock 461 0.00 5,616 D
2026-02-27 Lail Crystal Dawn Officer F-InKind D Common Stock 1,506 0.00 35,081 D
2026-02-27 LaFave Bleau Officer F-InKind D Common Stock 198 0.00 3,496 D
2026-02-27 Heim Shannon Officer F-InKind D Common Stock 892 0.00 8,795 D
2026-02-27 Cashell Michael R Officer F-InKind D Common Stock 763 0.00 27,342 D
2026-02-27 Berzina Jeffrey B. Officer F-InKind D Common Stock 278 0.00 4,671 D
2026-02-27 BIRD BRIAN B Director / Officer F-InKind D Common Stock 7,341 0.00 218,047 D
2026-02-24 Schroeppel Bobbi L Officer F-InKind D Common Stock 31 0.00 36,664 D
2026-02-24 Lail Crystal Dawn Officer F-InKind D Common Stock 29 0.00 30,401 D
2026-02-24 Hines John D Officer F-InKind D Common Stock 57 0.00 41,016 D
2026-02-24 Heim Shannon Officer F-InKind D Common Stock 11 0.00 6,869 D
2026-02-24 Cashell Michael R Officer F-InKind D Common Stock 31 0.00 25,652 D
2026-02-24 BIRD BRIAN B Director / Officer F-InKind D Common Stock 60 0.00 204,524 D
2026-02-03 Yingling Jeffrey W. Director A-Award A Common Stock 581 64.54 37.5K 22,821 D
2026-02-03 HORSFALL JAN ROBERT Director A-Award A Common Stock 581 64.54 37.5K 10,505 D
2026-01-22 Vold Jeanne Officer F-InKind D Common Stock 223 64.54 14.4K 13,020 D
2026-01-22 Schroeppel Bobbi L Officer F-InKind D Common Stock 327 64.54 21.1K 35,336 D
2026-01-22 Merkel Jason Officer F-InKind D Common Stock 206 64.54 13.3K 4,746 D
2026-01-22 Lail Crystal Dawn Officer F-InKind D Common Stock 808 64.54 52.1K 29,170 D
2026-01-22 LaFave Bleau Officer F-InKind D Common Stock 89 64.54 5.7K 2,722 D
2026-01-22 Cashell Michael R Officer F-InKind D Common Stock 381 64.54 24.6K 24,354 D
2026-01-22 Berzina Jeffrey B. Officer F-InKind D Common Stock 124 64.54 8.0K 3,999 D
2026-01-22 BIRD BRIAN B Director / Officer F-InKind D Common Stock 2,397 64.54 154.7K 201,935 D
2026-01-15 Hines John D Officer F-InKind D Common Stock 84 64.54 5.4K 38,599 D
2026-01-15 Heim Shannon Officer F-InKind D Common Stock 442 64.54 28.5K 7,195 D
2026-01-02 YAZDI MAHVASH Director A-Award A Common Stock 581 64.54 37.5K 21,592 D
2026-01-02 Sullivan Linda G Director A-Award A Common Stock 852 64.54 55.0K 32,632 D
2026-01-02 Larson Kent T Director A-Award A Common Stock 581 64.54 37.5K 10,948 D
2026-01-02 Ide Britt E Director A-Award A Common Stock 581 64.54 37.5K 14,180 D
2026-01-02 Goodin David L Director A-Award A Common Stock 581 64.54 37.5K 4,531 D
2026-01-02 Edwards Sherina M. Director A-Award A Common Stock 581 64.54 37.5K 8,885 D
2025-12-19 BIRD BRIAN B Director / Officer F-InKind D Common Stock 3,129 67.84 212.3K 202,884 D
2025-11-04 Yingling Jeffrey W. Director A-Award A Common Stock 640 58.61 37.5K 22,026 D
2025-11-04 HORSFALL JAN ROBERT Director A-Award A Common Stock 640 58.61 37.5K 9,896 D
2025-10-06 YAZDI MAHVASH Director A-Award A Common Stock 640 58.61 37.5K 20,884 D
2025-10-06 Sullivan Linda G Director A-Award A Common Stock 938 58.61 55.0K 31,600 D
2025-10-06 Larson Kent T Director A-Award A Common Stock 640 58.61 37.5K 10,367 D
2025-10-06 Ide Britt E Director A-Award A Common Stock 640 58.61 37.5K 13,462 D
2025-10-06 Goodin David L Director A-Award A Common Stock 640 58.61 37.5K 3,950 D
2025-10-06 Edwards Sherina M. Director A-Award A Common Stock 640 58.61 37.5K 8,304 D
2025-08-01 Yingling Jeffrey W. Director A-Award A Common Stock 731 51.30 37.5K 21,157 D
2025-08-01 HORSFALL JAN ROBERT Director A-Award A Common Stock 731 51.30 37.5K 9,232 D
2025-07-01 YAZDI MAHVASH Director A-Award A Common Stock 731 51.30 37.5K 20,105 D
2025-07-01 Sullivan Linda G Director A-Award A Common Stock 1,072 51.30 55.0K 30,463 D
2025-07-01 Larson Kent T Director A-Award A Common Stock 731 51.30 37.5K 9,727 D
2025-07-01 Ide Britt E Director A-Award A Common Stock 731 51.30 37.5K 12,678 D
2025-07-01 Goodin David L Director A-Award A Common Stock 731 51.30 37.5K 3,310 D
2025-07-01 Edwards Sherina M. Director A-Award A Common Stock 731 51.30 37.5K 7,664 D
2025-05-05 Yingling Jeffrey W. Director A-Award A Common Stock 648 57.87 37.5K 20,177 D
2025-05-02 HORSFALL JAN ROBERT Director A-Award A Common Stock 648 57.87 37.5K 8,483 D
2025-05-02 Cashell Michael R Officer S-Sale D Common Stock 2,349 58.03 136.3K 24,088 D
2025-04-04 YAZDI MAHVASH Director A-Award A Common Stock 648 57.87 37.5K 19,217 D
2025-04-04 Sullivan Linda G Director A-Award A Common Stock 950 57.87 55.0K 29,168 D
2025-04-04 Larson Kent T Director A-Award A Common Stock 648 57.87 37.5K 8,996 D
2025-04-04 Ide Britt E Director A-Award A Common Stock 648 57.87 37.5K 11,794 D
2025-04-04 Goodin David L Director A-Award A Common Stock 648 57.87 37.5K 2,579 D
2025-04-04 Edwards Sherina M. Director A-Award A Common Stock 648 57.87 37.5K 6,933 D
2025-03-07 Vold Jeanne Officer A-Award A Common Stock 1,321 54.12 71.5K 12,192 D
2025-03-07 Hines John D Officer A-Award A Common Stock 1,122 54.12 60.7K 37,204 D
2025-03-07 Heim Shannon Officer A-Award A Common Stock 27 54.12 1.5K 6,919 D
2025-03-03 Vold Jeanne Officer A-Award A Common Stock 989 0.00 13,181 D
2025-03-03 Schroeppel Bobbi L Officer A-Award A Common Stock 1,677 54.12 90.8K 33,817 D
2025-03-03 Merkel Jason Officer A-Award A Common Stock 495 54.12 26.8K 3,928 D
2025-03-03 Lail Crystal Dawn Officer A-Award A Common Stock 4,012 0.00 29,865 D
2025-03-03 LaFave Bleau Officer A-Award A Common Stock 953 0.00 2,811 D
2025-03-03 Hines John D Officer A-Award A Common Stock 787 54.12 42.6K 34,642 D
2025-03-03 Heim Shannon Officer A-Award A Common Stock 361 54.12 19.5K 4,614 D
2025-03-03 Cashell Michael R Officer A-Award A Common Stock 1,551 54.12 83.9K 24,787 D
2025-03-03 Berzina Jeffrey B. Officer A-Award A Common Stock 566 54.12 30.6K 3,261 D
2025-03-03 BIRD BRIAN B Director / Officer A-Award A Common Stock 17,334 0.00 200,756 D
2025-02-25 Ide Britt E Director S-Sale D Common Stock 702 54.32 38.1K 11,021 D
2025-02-05 Yingling Jeffrey W. Director A-Award A Common Stock 702 53.46 37.5K 19,320 D
2025-02-05 HORSFALL JAN ROBERT Director A-Award A Common Stock 702 53.46 37.5K 7,827 D
2025-01-06 YAZDI MAHVASH Director A-Award A Common Stock 702 53.46 37.5K 18,432 D
2025-01-06 Sullivan Linda G Director A-Award A Common Stock 1,029 53.46 55.0K 28,023 D
2025-01-06 Larson Kent T Director A-Award A Common Stock 702 53.46 37.5K 8,348 D
2025-01-06 Ide Britt E Director A-Award A Common Stock 702 53.46 37.5K 11,723 D
2025-01-06 Goodin David L Director A-Award A Common Stock 702 53.46 37.5K 1,931 D
2025-01-06 Edwards Sherina M. Director A-Award A Common Stock 702 53.46 37.5K 6,285 D
2024-12-12 Clark Anthony Thomas Director S-Sale D Common Stock 7,400 51.95 384.4K 16,816 D
2024-12-09 Ide Britt E Director S-Sale D Common Stock 700 53.57 37.5K 10,888 D
2024-12-03 Goodin David L Director A-Award A Common Stock 1,229 54.39 66.8K 1,229 D
2024-12-01 Goodin David L Director Common Stock 0 0.00 0 D
2024-11-01 Yingling Jeffrey W. Director A-Award A Common Stock 688 53.46 36.8K 18,407 D
2024-10-01 YAZDI MAHVASH Director A-Award A Common Stock 688 57.22 39.4K 17,586 D
2024-10-01 Sullivan Linda G Director A-Award A Common Stock 938 57.22 53.7K 26,745 D
2024-10-01 Larson Kent T Director A-Award A Common Stock 688 57.22 39.4K 7,646 D
2024-10-01 Ide Britt E Director A-Award A Common Stock 688 57.22 39.4K 11,588 D
2024-10-01 HORSFALL JAN ROBERT Director A-Award A Common Stock 688 57.22 39.4K 7,125 D
2024-10-01 Edwards Sherina M. Director A-Award A Common Stock 688 57.22 39.4K 5,583 D
2024-10-01 Clark Anthony Thomas Director A-Award A Common Stock 688 57.22 39.4K 24,216 D
2024-02-05 Yingling Jeffrey W. Director A-Award A Common Stock 687 48.12 33.1K 15,763
2024-01-08 Ide Britt E Director A-Award A Common Stock 687 50.89 35.0K 11,192
2024-01-08 HORSFALL JAN ROBERT Director A-Award A Common Stock 687 50.89 35.0K 5,062
2024-01-08 Dykhouse Dana J Director A-Award A Common Stock 937 50.89 47.7K 42,437
2023-06-16 LaFave Bleau Officer D Common Stock 0 0.00 363
2023-05-16 Ide Britt E Director S-Sale D Common Stock 1,200 58.65 70.4K 10,125
2023-05-09 Edwards Sherina M. Director A-Award A Common Stock 2,833 58.94 167.0K 2,833
2023-04-28 Edwards Sherina M. Director D Common Stock 0 0.00 0
2023-03-07 Vold Jeanne Officer A-Award A Common Stock 753 0.00 9,357
2023-03-07 Schroeppel Bobbi L Officer A-Award A Common Stock 1,104 0.00 30,401
2023-03-07 Pohl Curtis T Officer A-Award A Common Stock 1,141 0.00 26,299
2023-03-07 Merkel Jason Officer A-Award A Common Stock 596 0.00 2,280
2023-03-07 Lail Crystal Dawn Officer A-Award A Common Stock 2,774 0.00 15,856
2023-03-07 Hines John D Officer A-Award A Common Stock 1,109 0.00 30,150
2023-03-07 Heim Shannon Officer A-Award A Common Stock 1,330 0.00 1,330
2023-03-07 Fang Cynthia Officer A-Award A Common Stock 573 0.00 573
2023-03-07 Cashell Michael R Officer A-Award A Common Stock 1,100 0.00 19,342
2023-03-07 Berzina Jeffrey B. Officer A-Award A Common Stock 420 0.00 1,148
2023-03-07 BIRD BRIAN B Officer A-Award A Common Stock 9,355 0.00 142,798
2023-03-06 HORSFALL JAN ROBERT Director S-Sale D Common Stock 2,800 57.26 160.3K 4,375
2023-03-03 Vold Jeanne Officer A-Award A Common Stock 98 56.92 5.6K 8,604
2023-03-03 Schroeppel Bobbi L Officer A-Award A Common Stock 706 56.92 40.2K 29,020
2023-03-03 Pohl Curtis T Officer A-Award A Common Stock 1,018 56.92 57.9K 24,835
2023-03-03 Merkel Jason Officer A-Award A Common Stock 88 56.92 5.0K 1,684
2023-03-03 Lail Crystal Dawn Officer A-Award A Common Stock 199 56.92 11.3K 12,436
2023-03-03 Hines John D Officer A-Award A Common Stock 326 56.92 18.6K 29,041
2023-03-03 Cashell Michael R Officer A-Award A Common Stock 702 56.92 40.0K 18,015
2023-03-03 BIRD BRIAN B Officer A-Award A Common Stock 894 56.92 50.9K 133,443
2023-02-23 Ide Britt E Director S-Sale D Common Stock 1,500 57.67 86.5K 11,201
2023-02-02 Yingling Jeffrey W. Director A-Award A Common Stock 2,750 56.80 156.2K 14,418
2023-02-02 YAZDI MAHVASH Director A-Award A Common Stock 2,750 56.80 156.2K 12,873
2023-01-06 Sullivan Linda G Director A-Award A Common Stock 2,750 59.34 163.2K 21,660
2023-01-06 Larson Kent T Director A-Award A Common Stock 2,750 59.34 163.2K 4,896
2023-01-06 Ide Britt E Director A-Award A Common Stock 2,750 59.34 163.2K 12,801
2023-01-06 HORSFALL JAN ROBERT Director A-Award A Common Stock 2,750 59.34 163.2K 7,175
2023-01-06 Dykhouse Dana J Director A-Award A Common Stock 3,750 59.34 222.5K 41,500
2023-01-06 Clark Anthony Thomas Director A-Award A Common Stock 2,750 59.34 163.2K 20,099
2023-01-03 Heim Shannon Officer 0 0.00 0
2023-01-03 Fang Cynthia 0
2022-12-13 Vold Jeanne Officer A-Award A Common Stock 1,095 0.00 8,506
2022-12-13 Schroeppel Bobbi L Officer A-Award A Common Stock 1,339 0.00 28,234
2022-12-13 Rowe Robert C Officer A-Award A Common Stock 8,891 0.00 204,527
2022-12-13 Pohl Curtis T Officer A-Award A Common Stock 1,383 0.00 23,693
2022-12-13 Lail Crystal Dawn Officer A-Award A Common Stock 2,631 0.00 12,220
2022-12-13 Hines John D Officer A-Award A Common Stock 1,344 0.00 27,733
2022-12-13 Heather H. Grahame Officer A-Award A Common Stock 2,417 0.00 31,612
2022-12-13 Cashell Michael R Officer A-Award A Common Stock 1,333 0.00 17,145
2022-12-13 BIRD BRIAN B Officer A-Award A Common Stock 4,927 0.00 113,446
2022-11-14 Schroeppel Bobbi L Officer S-Sale D Common Stock 900 53.31 48.0K 26,877
2022-11-03 BIRD BRIAN B Officer S-Sale D Common Stock 6,800 52.51 357.1K 108,462
2022-10-28 Cashell Michael R Officer S-Sale D Common Stock 1,702 53.19 90.5K 15,812
2022-09-15 Rowe Robert C Director / Officer S-Sale D Common Stock 4,000 54.01 216.0K 193,116
2022-08-31 Merkel Jason Officer D Common Stock 0 0.00 1,596
2022-08-09 Larson Kent T Director A-Award A Common Stock 2,146 55.85 119.9K 2,146
2022-07-28 Larson Kent T Director 0 0.00 0
2022-06-15 Rowe Robert C Officer S-Sale D Common Stock 4,000 55.82 223.3K 195,016
2022-03-07 Rowe Robert C Officer S-Sale D Common Stock 2,000 61.64 123.3K 196,906
2022-02-28 Vold Jeanne Officer A-Award A Common Stock 420 56.52 23.7K 7,411
2022-02-28 Schroeppel Bobbi L Officer A-Award A Common Stock 1,182 56.52 66.8K 27,461
2022-02-28 Rowe Robert C Director / Officer A-Award A Common Stock 10,539 56.52 595.7K 198,906
2022-02-28 Pohl Curtis T Officer A-Award A Common Stock 1,391 56.52 78.6K 21,907
2022-02-28 Lail Crystal Dawn Officer A-Award A Common Stock 850 56.52 48.0K 9,539
2022-02-28 Hines John D Officer A-Award A Common Stock 1,212 56.52 68.5K 25,518
2022-02-28 Heather H. Grahame Officer A-Award A Common Stock 2,938 56.52 166.1K 28,332
2022-02-28 Cashell Michael R Officer A-Award A Common Stock 845 56.52 47.8K 16,994
2022-02-28 BIRD BRIAN B Officer A-Award A Common Stock 3,894 56.52 220.1K 111,129
2022-02-25 Ide Britt E Director S-Sale D Common Stock 2,700 59.85 161.6K 9,571
2022-02-24 Schroeppel Bobbi L Officer A-Award A Common Stock 822 56.52 46.5K 26,279
2022-02-24 Rowe Robert C Director / Officer A-Award A Common Stock 6,353 56.52 359.1K 188,367
2022-02-24 Pohl Curtis T Officer A-Award A Common Stock 1,201 56.52 67.9K 20,516
2022-02-24 Lail Crystal Dawn Officer A-Award A Common Stock 740 56.52 41.8K 8,689
2022-02-24 Hines John D Officer A-Award A Common Stock 796 56.52 45.0K 24,306
2022-02-24 Heather H. Grahame Officer A-Award A Common Stock 1,539 56.52 87.0K 25,394
2022-02-24 Cashell Michael R Officer A-Award A Common Stock 793 56.52 44.8K 16,149
2022-02-24 BIRD BRIAN B Officer A-Award A Common Stock 2,198 56.52 124.2K 107,235
2022-02-23 HORSFALL JAN ROBERT Director S-Sale D Common Stock 2,430 58.48 142.1K 4,425
2022-02-15 Rowe Robert C Director / Officer S-Sale D Common Stock 3,000 57.59 172.8K 181,996
2022-02-01 Yingling Jeffrey W. Director A-Award A Common Stock 2,750 58.12 159.8K 11,208
2022-02-01 YAZDI MAHVASH Director A-Award A Common Stock 2,750 58.12 159.8K 9,771
2022-02-01 Sullivan Linda G Director A-Award A Common Stock 2,750 58.12 159.8K 18,097
2022-02-01 Clark Anthony Thomas Director A-Award A Common Stock 1,100 58.12 63.9K 16,681
2022-01-03 Ide Britt E Director A-Award A Common Stock 2,750 56.83 156.3K 12,271
2022-01-03 HORSFALL JAN ROBERT Director A-Award A Common Stock 2,750 56.83 156.3K 6,855
2022-01-03 Dykhouse Dana J Director A-Award A Common Stock 3,750 56.83 213.1K 37,750
2022-01-03 Clark Anthony Thomas Director A-Award A Common Stock 1,650 56.83 93.8K 15,581
2021-12-15 Rowe Robert C Director / Officer S-Sale D Common Stock 3,000 55.23 165.7K 190,228
2021-09-15 Rowe Robert C Director / Officer S-Sale D Common Stock 3,000 61.87 185.6K 183,834
2021-08-23 Pohl Curtis T Officer S-Sale D Common Stock 2,000 63.77 127.5K 19,086
2021-08-05 Schroeppel Bobbi L Officer S-Sale D Common Stock 1,100 62.55 68.8K 25,173
2021-06-22 Rowe Robert C Officer S-Sale D Common Stock 3,000 62.16 186.5K 185,038
2021-05-14 HORSFALL JAN ROBERT Director S-Sale D Common Stock 2,200 65.15 143.3K 4,105
2021-04-29 Clark Anthony Thomas Director S-Sale D Common Stock 2,472 66.61 164.7K 13,504
2021-04-26 Heather H. Grahame Officer S-Sale D Common Stock 3,450 67.41 232.6K 23,186
2021-03-05 Pohl Curtis T Officer S-Sale D Common Stock 3,500 60.37 211.3K 20,880
2021-03-01 Rowe Robert C Director / Officer S-Sale D Common Stock 3,000 59.63 178.9K 186,186
2021-03-01 Ide Britt E Director S-Sale D Common Stock 2,700 59.11 159.6K 9,088
2021-03-01 Heather H. Grahame Officer S-Sale D Common Stock 7,979 59.53 475.0K 26,519
2021-02-24 Vold Jeanne Officer A-Award A Common Stock 434 57.47 24.9K 6,991
2021-02-24 Schroeppel Bobbi L Officer A-Award A Common Stock 813 57.47 46.7K 24,841
2021-02-24 Rowe Robert C Director / Officer A-Award A Common Stock 6,307 57.47 362.5K 178,496

Executive team

Top executives
EBIT / Employee
213.2K
Shares Outstanding
61.50M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Brian Bird President and Chief Executive Officer 921.3K 2.70M 743.4K 652.1K 5.02M 53.82%
2 2025 Crystal Lail Vice President and Chief Financial Officer 511.8K 625.0K 309.8K 250.4K 1.70M 36.83%
3 2025 Shannon Heim General Counsel and Vice President, Federal Gov't Affairs 378.7K 351.5K 152.8K 134.9K 1.02M 34.53%
4 2025 John Hines Vice President – Supply / Montana Govt Affairs 353.2K 224.3K 128.2K 235.8K 941.5K 23.82%
5 2025 Bobbi Schroeppel Vice President – Customer Care, Communications and HR 358.3K 227.5K 130.1K 192.9K 908.8K 25.04%
6 2024 Brian Bird President and Chief Executive Officer 873.1K 2.32M 1.04M 574.0K 4.81M 48.22%
7 2024 Crystal Lail Vice President and Chief Financial Officer 493.1K 592.9K 435.0K 219.1K 1.74M 34.07%
8 2024 Shannon Heim General Counsel and Vice President, Federal Gov't Affairs 364.6K 332.5K 171.7K 132.3K 1.00M 33.21%
9 2024 John Hines Vice President – Supply / Montana Govt Affairs 341.1K 214.7K 193.6K 180.5K 929.9K 23.09%
10 2024 Bobbi Schroeppel Vice President – Customer Care, Communications and HR 344.3K 213.8K 182.7K 151.6K 892.5K 23.96%
11 2023 Brian Bird President and Chief Executive Officer 794.5K 1.60M 616.0K 100.1K 3.11M 51.44%
12 2023 Crystal Lail Vice President and Chief Financial Officer 457.7K 474.4K 237.4K 87.7K 1.26M 37.73%
13 2023 John Hines Vice President – Supply / Montana Govt Affairs 326.6K 189.7K 101.8K 166.0K 784.0K 24.19%
14 2023 Shannon Heim General Counsel and Vice President, Federal Gov't Affairs 347.4K 227.5K 121.3K 74.0K 770.1K 29.54%
15 2023 Bobbi Schroeppel Vice President – Customer Care, Communications and HR 325.2K 188.9K 101.3K 120.2K 735.6K 25.68%
16 2022 Robert Rowe Chief Executive Officer 691.7K 1.94M 669.2K 73.8K 3.38M 57.50%
17 2022 Brian Bird President and Chief Operating Officer 511.0K 1.73M 370.8K 61.2K 2.67M 64.74%
18 2022 Brian Bird President and Chief Executive Officer 511.0K 1.73M 370.8K 61.2K 2.67M 64.74%
19 2022 Heather Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 451.2K 511.0K 240.1K 62.1K 1.26M 40.42%
20 2022 Crystal Lail Vice President and Chief Financial Officer 402.5K 498.8K 217.8K 62.9K 1.18M 42.19%
21 2022 Curtis Pohl Vice President - Distribution 323.3K 255.9K 124.9K 62.5K 766.6K 33.38%
22 2022 Bobbi Schroeppel Vice President – Customer Care, Communications and HR 311.4K 229.1K 120.9K 66.2K 727.6K 31.48%
23 2021 Robert Rowe Chief Executive Officer 674.1K 1.91M 717.4K 147.6K 3.45M 55.33%
24 2021 Robert C. Rowe Chief Executive Officer 674.1K 1.91M 717.4K 147.6K 3.45M 55.33%
25 2021 Brian Bird President and Chief Operating Officer 494.8K 850.0K 397.5K 70.4K 1.81M 46.89%
26 2021 Brian B. Bird President and Chief Operating Officer (former Chief Financial Officer) 494.8K 850.0K 397.5K 70.4K 1.81M 46.89%
27 2021 Heather Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 439.8K 501.8K 257.4K 53.2K 1.25M 40.08%
28 2021 Heather H. Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 439.8K 501.8K 257.4K 53.2K 1.25M 40.08%
29 2021 Crystal D. Lail Vice President and Chief Financial Officer 362.3K 431.3K 198.8K 53.1K 1.05M 41.25%
30 2021 Crystal Lail Vice President and Chief Financial Officer 362.3K 431.3K 198.8K 53.1K 1.05M 41.25%
31 2021 Curtis T. Pohl Vice President - Distribution 316.8K 251.6K 134.9K 60.1K 763.4K 32.96%
32 2021 Curtis Pohl Vice President - Distribution 316.8K 251.6K 134.9K 60.1K 763.4K 32.96%
33 2021 Bobbi L. Schroeppel Vice President - Customer Care, Communications and HR 300.8K 224.0K 128.0K 56.3K 709.3K 31.59%
34 2020 Robert Rowe Chief Executive Officer 687.2K 493.4K 1.70M 222.9K 3.10M 54.75%
35 2020 Robert C. Rowe Chief Executive Officer 687.2K 493.4K 1.70M 222.9K 3.10M 54.75%
36 2020 Robert C. Rowe President and Chief Executive Officer 687.2K 493.4K 1.70M 222.9K 3.10M 54.75%
37 2020 Brian Bird President and Chief Operating Officer 475.3K 204.8K 564.4K 87.1K 1.33M 42.38%
38 2020 Brian B. Bird Chief Financial Officer 475.3K 204.8K 564.4K 87.1K 1.33M 42.38%
39 2020 Brian B. Bird President and Chief Operating Officer (former Chief Financial Officer) 475.3K 204.8K 564.4K 87.1K 1.33M 42.38%
40 2020 Heather Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 448.3K 177.0K 468.2K 55.0K 1.15M 40.76%
41 2020 Heather H. Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 448.3K 177.0K 468.2K 55.0K 1.15M 40.76%
42 2020 Curtis Pohl Vice President - Distribution 323.0K 92.8K 245.8K 108.9K 770.4K 31.90%
43 2020 Curtis T. Pohl Vice President - Distribution 323.0K 92.8K 245.8K 108.9K 770.4K 31.90%
44 2020 Bobbi L. Schroeppel Vice President - Customer Care, Communications and HR 306.0K 88.1K 203.2K 94.3K 691.7K 29.39%
45 2019 Robert C. Rowe President and Chief Executive Officer 643.8K 1.65M 818.0K 186.3K 3.30M 50.03%
46 2019 Robert C. Rowe Chief Executive Officer 643.8K 1.65M 818.0K 186.3K 3.30M 50.03%
47 2019 Brian B. Bird President and Chief Operating Officer (former Chief Financial Officer) 445.3K 548.2K 339.5K 89.2K 1.42M 38.55%
48 2019 Brian B. Bird Chief Financial Officer 445.3K 548.2K 339.5K 89.2K 1.42M 38.55%
49 2019 Heather H. Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 416.6K 444.3K 293.5K 51.5K 1.21M 36.84%
50 2019 Curtis T. Pohl Vice President - Distribution 302.6K 238.8K 153.8K 112.7K 807.9K 29.56%
51 2019 Bobbi L. Schroeppel Vice President - Customer Care, Communications and HR 285.1K 182.7K 144.9K 96.4K 709.0K 25.77%
52 2018 Robert C. Rowe President and Chief Executive Officer 625.0K 1.60M 857.2K 81.6K 3.17M 50.60%
53 2018 Brian B. Bird Chief Financial Officer 432.3K 532.3K 326.1K 58.6K 1.35M 39.45%
54 2018 Heather H. Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 391.2K 413.5K 271.7K 55.2K 1.13M 36.54%
55 2018 Curtis T. Pohl Vice President - Distribution 293.8K 231.8K 161.2K 52.9K 739.6K 31.34%
56 2018 Bobbi L. Schroeppel Vice President - Customer Care, Communications and HR 275.3K 174.8K 151.8K 52.2K 654.1K 26.72%
57 2017 Robert C. Rowe President and Chief Executive Officer 607.2K 1.50M 605.8K 137.9K 2.85M 52.57%
58 2017 Brian B. Bird Vice President and Chief Financial Officer 420.0K 517.8K 209.5K 77.3K 1.22M 42.28%
59 2017 Brian B. Bird Chief Financial Officer 420.0K 517.8K 209.5K 77.3K 1.22M 42.28%
60 2017 Heather H. Grahame Vice President - General Counsel / Regulatory & Federal Gov't Affairs 367.8K 362.7K 165.1K 49.5K 945.1K 38.38%
61 2017 Heather H. Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 367.8K 362.7K 165.1K 49.5K 945.1K 38.38%
62 2017 Curtis T. Pohl Vice President - Distribution 285.4K 225.5K 113.9K 87.3K 712.1K 31.67%
63 2017 Bobbi L. Schroeppel Vice President - Customer Care, Communications and HR 263.6K 168.9K 92.1K 78.6K 603.2K 28.01%
64 2016 Robert C. Rowe President and Chief Executive Officer 590.6K 1.45M 538.4K 96.9K 2.68M 54.26%
65 2016 Brian B. Bird Chief Financial Officer 408.5K 502.9K 232.8K 65.5K 1.21M 41.57%
66 2016 Brian B. Bird Vice President and Chief Financial Officer 408.5K 502.9K 232.8K 65.5K 1.21M 41.57%
67 2016 Heather H. Grahame Vice President - General Counsel / Regulatory & Federal Gov't Affairs 357.7K 352.3K 183.4K 51.5K 944.9K 37.28%
68 2016 Heather H. Grahame Vice President and General Counsel 357.7K 352.3K 183.4K 51.5K 944.9K 37.28%
69 2016 Heather H. Grahame General Counsel and Vice President - Regulatory & Federal Gov't Affairs 357.7K 352.3K 183.4K 51.5K 944.9K 37.28%
70 2016 Curtis T. Pohl Vice President - Retail Operations 277.6K 219.0K 126.5K 80.6K 703.7K 31.12%
71 2016 Curtis T. Pohl Vice President - Distribution 277.6K 219.0K 126.5K 80.6K 703.7K 31.12%
72 2016 Bobbi L. Schroeppel Vice President - Customer Care, Communications and HR 255.9K 164.0K 102.1K 64.2K 586.2K 27.98%
73 2016 Bobbi L. Schroeppel Vice President - Customer Care, Communications and Human Resources 255.9K 164.0K 102.1K 64.2K 586.2K 27.98%
74 2015 Robert C. Rowe President and Chief Executive Officer 573.6K 1.13M 370.1K 80.8K 2.16M 52.47%
75 2015 Brian B. Bird Vice President and Chief Financial Officer 391.2K 468.2K 160.0K 58.9K 1.08M 43.42%
76 2015 Heather H. Grahame Vice President and General Counsel 346.0K 304.6K 126.1K 48.4K 825.1K 36.92%
77 2015 Heather H. Grahame Vice President - General Counsel / Regulatory & Federal Gov't Affairs 346.0K 304.6K 126.1K 48.4K 825.1K 36.92%
78 2015 Curtis T. Pohl Vice President - Retail Operations 269.6K 212.7K 87.0K 65.5K 634.7K 33.50%
79 2015 Curtis T. Pohl Vice President - Distribution 269.6K 212.7K 87.0K 65.5K 634.7K 33.50%
80 2015 Bobbi L. Schroeppel Vice President - Customer Care, Communications and HR 248.5K 134.8K 70.2K 54.8K 508.4K 26.53%
81 2015 Bobbi L. Schroeppel Vice President - Customer 248.5K 134.8K 70.2K 54.8K 508.4K 26.53%
82 2015 Bobbi L. Schroeppel Vice President - Customer Care, Communications and Human Resources 248.5K 134.8K 70.2K 54.8K 508.4K 26.53%
83 2014 Robert C. Rowe President and Chief Executive Officer 556.9K 1.10M 561.4K 126.3K 2.34M 46.88%
84 2014 Robert C. Rowe President and Chief Executive Officer 556.9K 1.10M 561.4K 22.2K 2.34M 46.88%
85 2014 Brian B. Bird Vice President and Chief Financial Officer 365.4K 422.8K 230.2K 81.0K 1.10M 38.46%
86 2014 Brian B. Bird Vice President and Chief Financial Officer 365.4K 422.8K 230.2K 49.0K 1.10M 38.46%
87 2014 Heather H. Grahame Vice President and General Counsel 332.5K 278.5K 188.5K 46.6K 846.1K 32.92%
88 2014 Heather H. Grahame Vice President and General Counsel 332.5K 278.5K 188.5K 46.6K 846.1K 32.92%
89 2014 Curtis T. Pohl Vice President - Retail Operations 261.8K 206.5K 131.9K 126.9K 727.0K 28.40%
90 2014 Curtis T. Pohl Vice President - Retail Operations 261.8K 206.5K 131.9K 62.1K 727.0K 28.40%
91 2014 Kendall G. Kliewer Vice President and Controller 241.5K 131.0K 106.5K 46.4K 561.8K 23.33%
92 2013 Robert C. Rowe President and Chief Executive Officer 540.8K 666.2K 470.9K 20.6K 1.72M 38.62%
93 2013 Robert C. Rowe President and Chief Executive Officer 540.8K 666.2K 470.9K 47.0K 1.72M 38.62%
94 2013 Brian B. Bird Vice President and Chief Financial Officer 354.7K 281.1K 193.1K 43.1K 872.0K 32.24%
95 2013 Brian B. Bird Vice President and Chief Financial Officer 354.7K 281.1K 193.1K 43.1K 872.0K 32.24%
96 2013 Heather H. Grahame Vice President and General Counsel 322.8K 184.4K 140.6K 44.9K 692.7K 26.62%
97 2013 Heather H. Grahame Vice President and General Counsel 322.8K 184.4K 140.6K 44.9K 692.7K 26.62%
98 2013 Curtis T. Pohl Vice President - Retail Operations 254.2K 145.2K 110.7K 48.6K 558.6K 25.99%
99 2013 Curtis T. Pohl Vice President - Retail Operations 254.2K 145.2K 110.7K 48.6K 558.6K 25.99%
100 2013 Kendall G. Kliewer Vice President and Controller 234.5K 91.2K 89.3K 43.0K 458.1K 19.92%
101 2012 Robert C. Rowe President and Chief Executive Officer 525.0K 476.3K 414.9K 19.4K 1.50M 31.78%
102 2012 Brian B. Bird Vice President and Chief Financial Officer 344.4K 217.2K 170.1K 42.3K 803.7K 27.02%
103 2012 Heather H. Grahame Vice President and General Counsel 313.4K 147.0K 123.8K 44.1K 628.4K 23.40%
104 2012 Curtis T. Pohl Vice President - Retail Operations 246.8K 115.7K 97.5K 40.1K 563.0K 20.56%
105 2012 Kendall G. Kliewer Vice President and Controller 228.5K 70.9K 67.5K 39.9K 440.1K 16.10%
106 2012 Kendall G. Kliewer Vice President and Controller 228.5K 70.9K 67.5K 39.9K 440.1K 16.10%
107 2011 Robert C. Rowe President and Chief Executive Officer 510.1K 474.8K 415.1K 18.9K 1.47M 32.33%
108 2011 Brian B. Bird Vice President and Chief Financial Officer 334.6K 216.8K 170.2K 40.0K 771.1K 28.11%
109 2011 Brian B. Bird Vice President, Chief Financial Officer 334.6K 216.8K 170.2K 40.0K 771.1K 28.11%
110 2011 Heather H. Grahame Vice President and General Counsel 304.5K 146.7K 123.9K 49.8K 624.9K 23.47%
111 2011 Curtis T. Pohl Vice President – Retail Operations 239.7K 115.5K 97.6K 49.5K 509.2K 22.68%
112 2011 Curtis T. Pohl Vice President - Retail Operations 239.7K 115.5K 97.6K 49.5K 509.2K 22.68%
113 2011 Bobbi L. Schroeppel 211.7K 66.8K 64.6K 40.8K 389.4K 17.16%
114 2010 Robert C. Rowe President and Chief Executive Officer 500.0K 395.8K 276.5K 18.5K 1.23M 32.13%
115 2010 Brian B. Bird Vice President and Chief Financial Officer 328.0K 194.7K 154.2K 39.6K 735.1K 26.49%
116 2010 Brian B. Bird Vice President, Chief Financial Officer 328.0K 194.7K 154.2K 39.6K 735.1K 26.49%
117 2010 David G. Gates Vice President – 230.2K 68.6K 77.3K 33.6K 610.0K 11.24%
118 2010 Heather H. Grahame Vice President and General Counsel 120.5K 100.0K 141.7K 46.7K 56.3K 465.3K 30.46%
119 2010 Heather H. Grahame Vice President and General Counsel 120.5K 100.0K 141.7K 46.7K 56.3K 465.3K 30.46%
120 2010 Curtis T. Pohl Vice President – Retail Operations 228.6K 66.6K 65.0K 43.3K 437.0K 15.24%
121 2010 Curtis T. Pohl Vice President - Retail Operations 228.6K 66.6K 65.0K 43.3K 437.0K 15.24%
122 2009 Robert C. Rowe President Chief 519.2K 434.0K 378.0K 167.4K 1.52M 28.48%
123 2009 Robert C. Rowe President and Chief Executive Officer 519.2K 434.0K 378.0K 167.4K 1.52M 28.48%
124 2009 Brian B. Bird Vice President, Chief Financial Officer 340.6K 213.5K 177.1K 38.7K 793.8K 26.90%
125 2009 Miggie E. Cramblit Vice President, 296.0K 123.7K 123.1K 36.3K 598.5K 20.67%
126 2009 David G. Gates Vice President – 224.9K 75.2K 81.9K 28.7K 507.3K 14.82%
127 2009 David G. Gates Vice President – 224.9K 75.2K 81.9K 28.7K 507.3K 14.82%
128 2009 Curtis T. Pohl Vice President – Retail Operations 218.5K 73.0K 79.5K 41.4K 467.6K 15.62%
129 2008 Michael J. Hanson Former President Chief Executive Officer 355.2K 210.8K 608.2K 1.07M 0.00%
130 2008 Brian B. Bird Vice President and Chief Financial Officer 325.1K 132.2K 149.2K 35.8K 653.8K 20.22%
131 2008 Brian B. Bird Vice President, Chief Financial Officer 325.1K 149.2K 35.8K 521.5K 0.00%
132 2008 Thomas J. Knapp Former Vice President, General Counsel 200.4K 68.5K 348.7K 509.5K 0.00%
133 2008 Gregory G. A. Trandem Former Vice President – Administrative Services 216.0K 74.3K 78.6K 41.7K 423.6K 17.55%
134 2008 Robert C. Rowe President and Chief Executive Officer 169.2K 121.0K 107.3K 412.5K 0.00%
135 2008 Robert C. Rowe President and Chief Executive Officer 169.2K 121.0K 107.3K 412.5K 0.00%
136 2008 Robert C. Rowe President Chief 169.2K 121.0K 107.3K 412.5K 0.00%
137 2008 Miggie E. Cramblit Vice President, 175.4K 32.4K 69.2K 127.7K 404.6K 8.00%
138 2008 Curtis T. Pohl Vice President – 208.0K 63.8K 67.0K 39.2K 395.8K 16.13%
139 2008 Miggie E. Cramblit 175.4K 9.0K 69.2K 127.7K 381.2K 2.37%
140 2008 Curtis T. Pohl Vice President – Retail Operations 208.0K 67.0K 39.2K 332.0K 0.00%
141 2007 Michael J. Hanson Former President Chief Executive Officer 521.6K 432.0K 53.2K 1.01M 42.91%
142 2007 Brian B. Bird Vice President and Chief Financial Officer 301.8K 208.2K 109.4K 44.6K 668.9K 31.13%
143 2007 Thomas J. Knapp Former Vice President, General Counsel 265.4K 139.5K 77.8K 46.3K 537.0K 25.97%
144 2007 Brian B. Bird Vice President, Chief Financial Officer 301.8K 109.4K 44.6K 460.6K 0.00%
145 2007 Gregory G. A. Trandem Former Vice President – Administrative Services 206.7K 108.5K 60.9K 40.0K 422.6K 25.68%
146 2007 Curtis T. Pohl Vice President – 190.0K 94.0K 51.8K 41.4K 377.2K 24.91%
147 2007 Curtis T. Pohl Vice President – Retail Operations 190.0K 51.8K 41.4K 283.3K 0.00%
148 2006 Michael J. Hanson Former President Chief Executive Officer 494.2K 175.6K 169.0K 47.0K 896.7K 19.58%
149 2006 Brian B. Bird Vice President and Chief Financial Officer 287.5K 96.5K 69.5K 32.6K 496.9K 19.42%
150 2006 Thomas J. Knapp Former Vice President, General Counsel 254.8K 39.2K 49.0K 41.4K 395.5K 9.92%
151 2006 Gregory G. A. Trandem Former Vice President – Administrative Services 199.6K 31.2K 36.2K 34.9K 312.2K 9.99%
CEO compensation breakdown

Proxy statements

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

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 8-K
2026-04-30 SC 13G
2026-04-30 8-K
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-07 4
2026-04-07 4
2026-04-07 4
2026-04-07 4
2026-04-07 4

Executive team

NameTitleCompensationGender
Brian Bird Chief Executive Officer, President & Director 2M male
Crystal Dawn Lail Vice President & Chief Financial Officer 1M female
Shannon Heim Vice President of Federal Government Affairs & General Counsel 666.5K female
Bobbi L. Schroeppel Vice President of Customer Care, Communications & Human Resources 630.6K female
Michael L. Nieman Chief Audit & Compliance Officer male
Timothy Olson Senior Corporate Counsel & Corporate Secretary male
Travis Meyer Director of Corporate Finance & Investor Relations Officer male
Daniel L. Rausch Treasurer & Corporate Development Officer male
Jeanne Vold Vice President of Technology female
Jeffrey Berzina Controller male
ESG Rating
B+
DIVERSIFIED UTILITIES
2007
E (Environmental)
64.5 / 71.1
Company / Sector avg.
S (Social)
60.0 / 69.1
Company / Sector avg.
G (Governance)
60.7 / 71.5
Company / Sector avg.
ESG Total
61.7 / 70.6
Company / Sector avg.
ESG Score History DIVERSIFIED UTILITIES
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
2025-06-17 2025-08-13 Lisa McClain MI09 Spouse Sale (Full) $1,001 - $15,000
2025-06-09 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2020-07-30 2020-08-19 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

Share your view on this stock and instantly see how the community has voted over the last 6 months.

These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits