Northwest Natural Holding Company (NWN)
Portland, OR, US
Northwest Natural Holding Company (NWN) operates primarily through its subsidiary, Northwest Natural Gas Company, delivering regulated natural gas to a diverse clientele including residential, commercial, industrial, and transportation customers across Oregon and Southwest Washington. Beyond its core distribution business, the company manages the Mist gas storage facility, which holds 5.7 billion cubic feet and is leased to other utilities and third-party energy marketers. It also provides natural gas asset management solutions and maintains an appliance retail outlet. NWN's strategic investments extend to broader gas storage activities, water services, non-regulated renewable natural gas ventures, and other diversified interests. The company currently supplies natural gas to approximately 786,000 meters within its service territories in Oregon and southwest Washington. Additionally, its water operations cater to about 80,000 individuals through roughly 33,000 water and wastewater connections located in the Pacific Northwest and Texas. Founded in 1859, Northwest Natural Holding Company is headquartered in Portland, Oregon.
| Target company | Date | Filing |
|---|---|---|
| NW | 2018-03-09 | View |
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.59% | +2.56% | -9.78% | +0.68% | +4.22% | +7.32% | +21.69% | +9.83% | -5.86% | -12.69% | +634.41% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 3 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 1 |
58.00
+13.2%
|
| Last Quarter | 2 |
58.00
+13.2%
|
| Last Year | 4 |
56.00
+9.3%
|
| All Time | 10 |
49.80
-2.8%
|
-
Revenue growth Regulated Gas: +4.9%+11.8% ★ Q1'26: -0.8% (vs Q1'25)
-
EPS growth Regulated Gas: +13.8%+36.5% ★ Q1'26: +9.2% (vs Q1'25)
-
FCF margin FCF growth · Regulated Gas: +30.8%+4.6% Q1'26: +0.5% (vs Q1'25)
-
EBIT margin Regulated Gas: +12.9%+20.7% ★ Q1'26: +44.7% (vs Q1'25)
-
ROIC Regulated Gas: +4.7%+4.7% Q1'26: +15.6% (vs Q1'25)
-
Share dilution Regulated Gas: 0.0%+5.4% Q1'26: +1.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Regulated Gas: 2.21×5.86× Q1'26: 2.43× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 2010 actual |
Dec 2011 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 4 Rev. Ana. 3 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 |
812.11M
est: 822.33M (-1.2%)
|
848.80M
est: 827.63M (+2.6%)
|
758.52M
est: 777.71M (-2.5%)
|
754.04M
est: 835.74M (-9.8%)
|
723.79M
est: 392.59M (+84.4%)
|
675.97M
est: 717.18M (-5.7%)
|
755.04M
est: 741.08M (+1.9%)
|
706.14M
est: 755.05M (-6.5%)
|
746.37M
est: 733.23M (+1.8%)
|
773.68M
est: 774.65M (-0.1%)
|
860.40M
est: 818.50M (+5.1%)
|
1.04B
est: 913.99M (+13.5%)
|
1.20B
est: 1.14B (+4.8%)
|
1.15B
est: 1.19B (-2.8%)
|
1.29B
est: 1.33B (-3.0%)
|
1.40B
1.36B – 1.42B
+5.2% YoY
|
1.48B
1.44B – 1.51B
+5.9% YoY
|
1.53B
1.53B – 1.53B
+3.5% YoY
|
1.61B
1.57B – 1.64B
+5.1% YoY
|
1.69B
1.65B – 1.72B
+5.1% YoY
|
| EBITDA |
229.83M
est: 234.07M (-1.8%)
|
219.37M
est: 215.01M (+2.0%)
|
223.32M
est: 229.24M (-2.6%)
|
241.49M
est: 245.97M (-1.8%)
|
226.68M
est: 204.13M (+11.0%)
|
274.85M
est: 209.54M (+31.2%)
|
231.66M
est: 38.07M (+508.5%)
|
213.72M
est: 226.02M (-5.4%)
|
212.13M
est: 219.49M (-3.3%)
|
238.09M
est: 304.68M (-21.9%)
|
264.09M
est: 281.07M (-6.0%)
|
303.37M
est: 358.20M (-15.3%)
|
344.49M
est: 482.10M (-28.5%)
|
348.09M
est: 500.68M (-30.5%)
|
470.56M
est: 561.19M (-16.1%)
|
590.19M
574.70M – 601.05M
+5.2% YoY
|
625.19M
608.79M – 636.69M
+5.9% YoY
|
647.28M
647.28M – 647.29M
+3.5% YoY
|
680.13M
662.28M – 692.63M
+5.1% YoY
|
714.71M
695.95M – 727.85M
+5.1% YoY
|
| EBIT |
164.71M
est: 161.20M (+2.2%)
|
147.96M
est: 142.65M (+3.7%)
|
142.75M
est: 146.63M (-2.6%)
|
142.97M
est: 153.82M (-7.1%)
|
124.25M
est: 116.71M (+6.5%)
|
163.74M
est: 129.95M (+26.0%)
|
150.61M
est: -48.11M (+413.0%)
|
128.56M
est: 127.68M (+0.7%)
|
120.64M
est: 123.99M (-2.7%)
|
134.41M
est: 156.24M (-14.0%)
|
150.56M
est: 162.77M (-7.5%)
|
168.68M
est: 192.94M (-12.6%)
|
202.80M
est: 271.57M (-25.3%)
|
190.03M
est: 282.04M (-32.6%)
|
266.19M
est: 316.12M (-15.8%)
|
332.46M
323.73M – 338.57M
+5.2% YoY
|
352.18M
342.93M – 358.65M
+5.9% YoY
|
364.62M
364.62M – 364.62M
+3.5% YoY
|
383.12M
373.06M – 390.16M
+5.1% YoY
|
402.60M
392.03M – 410.00M
+5.1% YoY
|
| Net Income |
72.67M
est: 74.64M (-2.6%)
|
63.90M
est: 63.26M (+1.0%)
|
60.54M
est: 62.25M (-2.7%)
|
58.69M
est: 61.45M (-4.5%)
|
53.70M
est: 49.90M (+7.6%)
|
58.90M
est: 54.27M (+8.5%)
|
-55.62M
est: -51.21M (-8.6%)
|
64.57M
est: 86.34M (-25.2%)
|
61.74M
est: 92.75M (-33.4%)
|
76.78M
est: 55.39M (+38.6%)
|
78.67M
est: 71.71M (+9.7%)
|
86.30M
est: 86.89M (-0.7%)
|
93.87M
est: 89.53M (+4.8%)
|
78.87M
est: 95.53M (-17.4%)
|
113.32M
est: 119.11M (-4.9%)
|
127.20M
124.50M – 127.89M
+6.8% YoY
|
132.36M
131.95M – 132.77M
+4.1% YoY
|
138.97M
133.15M – 144.78M
+5.0% YoY
|
147.57M
142.53M – 151.09M
+6.2% YoY
|
158.90M
153.48M – 162.70M
+7.7% YoY
|
| SGA |
—
est: 6.33M (-100.0%)
|
—
est: 6.37M (-100.0%)
|
—
est: 5.98M (-100.0%)
|
—
est: 6.43M (-100.0%)
|
3.51M
est: 3.07M (+14.4%)
|
13.30M
est: 12.72M (+4.5%)
|
15.29M
est: 14.55M (+5.1%)
|
11.13M
est: 5.81M (+91.6%)
|
12.34M
est: 5.64M (+118.7%)
|
9.69M
est: 5.96M (+62.6%)
|
9.94M
est: 6.30M (+57.8%)
|
12.39M
est: 7.03M (+76.2%)
|
2.93M
est: 5.93M (-50.6%)
|
—
est: 6.15M (-100.0%)
|
—
est: 6.90M (-100.0%)
|
7.25M
7.06M – 7.39M
+5.2% YoY
|
7.68M
7.48M – 7.83M
+5.9% YoY
|
7.96M
7.96M – 7.96M
+3.5% YoY
|
8.36M
8.14M – 8.51M
+5.1% YoY
|
8.78M
8.55M – 8.95M
+5.1% YoY
|
| EPS |
2.73
est: 2.77 (-1.4%)
|
2.36
est: 2.48 (-4.8%)
|
2.24
est: 2.38 (-5.9%)
|
2.16
est: 2.43 (-10.9%)
|
1.96
est: 2.23 (-12.2%)
|
2.06
est: 2.21 (-7.0%)
|
-1.94
est: 2.18 (-189.0%)
|
2.24
est: 2.22 (+0.8%)
|
2.07
est: 2.39 (-13.3%)
|
2.32
est: 2.29 (+1.1%)
|
2.56
est: 2.53 (+1.3%)
|
2.54
est: 2.55 (-0.5%)
|
2.49
est: 2.20 (+13.3%)
|
2.03
est: 2.34 (-13.2%)
|
2.77
est: 2.92 (-5.2%)
|
3.05
3.04 – 3.12
+4.3% YoY
|
3.23
3.22 – 3.24
+6.0% YoY
|
3.39
3.25 – 3.54
+5.0% YoY
|
3.60
3.48 – 3.69
+6.2% YoY
|
3.88
3.75 – 3.97
+7.7% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | C | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-07 | C | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-06 | C | 2/5 | 1/5 | 3/5 | 3/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-05 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B- | 3/5 | 1/5 | 3/5 | 3/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-01 | B- | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-30 | B- | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-29 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-28 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-27 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-24 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-23 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-22 | B- | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-21 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-20 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-17 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-16 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-04-15 | B- | 2/5 | 1/5 | 2/5 | 4/5 | 1/5 | 3/5 | 3/5 |
Owner Earnings
Ownership Overview
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 5.29M | 17.20% | 5.09M | — | 5.29M | — | HC | Delaware | 2022-01-27 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 3.60M | 11.75% | — | 37.6K | 3.54M | 63.2K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | SSGA FUNDS MANAGEMENT, INC. | 1.95M | 6.37% | — | 1.94M | — | 1.95M | IA | — | 2021-02-11 | ↗ |
| 4 | STATE STREET CORPORATION | 1.34M | 4.36% | — | 1.26M | — | 1.34M | HC | — | 2022-02-09 | ↗ |
| 5 | Ruki Renov | 414.9K | 7.30% | 32.1K | 11.3K | 3.05M | 36.5K | IN | Pennsylvania | 2018-11-13 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 6.81M +142.6K (+2.1%) | 318.31M +18.7M (+6.3%) | 16.54% +0.066 pp | 0.01% +0.000 pp | USD40.88 +14.3% | 6 qtrs — |
| 2 | VANGUARD GROUP INC | 4.71M -52.8K (-1.1%) | 219.96M +6.1M (+2.9%) | 11.43% -0.329 pp | 0.00% +0.000 pp | USD56.93 -17.9% | 29 qtrs — |
| 3 | STATE STREET CORP | 2.07M +47.5K (+2.3%) | 96.81M +5.9M (+6.5%) | 5.03% +0.030 pp | 0.00% +0.000 pp | USD50.75 -7.9% | 29 qtrs — |
| 4 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1.39M -11.5K (-0.8%) | 65.08M +2.0M (+3.2%) | 3.38% -0.087 pp | 0.64% +0.063 pp | USD40.39 +15.7% | 3 qtrs — |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 989.6K +16.3K (+1.7%) | 46.26M +2.5M (+5.8%) | 2.40% -0.001 pp | 0.00% +0.000 pp | USD52.15 -10.4% | 29 qtrs — |
| 6 | MORGAN STANLEY | 914.0K +203.3K (+28.6%) | 42.72M +10.8M (+33.8%) | 2.22% +0.464 pp | 0.00% +0.001 pp | USD45.80 +2.1% | 29 qtrs — |
| 7 | FIRST TRUST ADVISORS LP | 859.4K -127.8K (-12.9%) | 40.17M -4.2M (-9.4%) | 2.09% -0.352 pp | 0.03% -0.004 pp | USD37.53 +24.5% | 29 qtrs — |
| 8 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 856.7K -83.8K (-8.9%) | 40.04M -2.2M (-5.2%) | 2.08% -0.243 pp | 0.45% -0.025 pp | USD56.91 -17.9% | 29 qtrs — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 724.8K +2.2K (+0.3%) | 33.88M +1.4M (+4.3%) | 1.76% -0.025 pp | 0.01% +0.000 pp | USD58.29 -19.8% | 29 qtrs — |
| 10 | INVESCO LTD. | 618.2K -242.7K (-28.2%) | 28.90M -9.8M (-25.3%) | 1.50% -0.626 pp | 0.00% -0.002 pp | USD48.78 -4.2% | 29 qtrs — |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 596.3K -8.8K (-1.5%) | 27.87M +684.4K (+2.5%) | 1.45% -0.047 pp | 0.00% +0.000 pp | USD50.42 -7.3% | 29 qtrs — |
| 12 | GOLDMAN SACHS GROUP INC | 587.0K +250.0K (+74.2%) | 27.44M +12.3M (+81.2%) | 1.43% +0.593 pp | 0.00% +0.002 pp | USD43.60 +7.2% | 29 qtrs — |
| 13 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 575.2K +575.2K (+100.0%) | 26.88M +26.9M (+100.0%) | 1.40% +1.397 pp | 0.08% +0.075 pp | USD46.74 +0.0% | 1 qtrs NEW |
| 14 | GABELLI FUNDS LLC | 520.0K +— (+0.0%) | 24.30M +941.2K (+4.0%) | 1.26% -0.022 pp | 0.16% +0.006 pp | USD57.10 -18.1% | 29 qtrs — |
| 15 | BANK OF NEW YORK MELLON CORP | 483.6K +51.4K (+11.9%) | 22.60M +3.2M (+16.4%) | 1.17% +0.107 pp | 0.00% +0.000 pp | USD53.58 -12.8% | 29 qtrs — |
| 16 | NORTHERN TRUST CORP | 438.3K -20.9K (-4.6%) | 20.49M -146.1K (-0.7%) | 1.06% -0.070 pp | 0.00% +0.000 pp | USD53.04 -11.9% | 29 qtrs — |
| 17 | METLIFE INVESTMENT MANAGEMENT, LLC | 369.1K -1.8K (-0.5%) | 17.25M +589.3K (+3.5%) | 0.90% -0.020 pp | 0.08% +0.004 pp | USD43.32 +7.9% | 29 qtrs — |
| 18 | GAMCO INVESTORS, INC. ET AL | 363.7K +— (+0.0%) | 17.00M +658.3K (+4.0%) | 0.88% -0.015 pp | 0.16% +0.005 pp | USD39.88 +17.2% | 29 qtrs — |
| 19 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 359.4K +5.2K (+1.5%) | 16.80M +884.5K (+5.6%) | 0.87% -0.002 pp | 0.03% 0.000 pp | USD36.14 +29.3% | 7 qtrs — |
| 20 | THOMPSON SIEGEL & WALMSLEY LLC | 318.8K -24.8K (-7.2%) | 14.90M -538.0K (-3.5%) | 0.77% -0.075 pp | 0.25% +0.001 pp | USD40.58 +15.2% | 6 qtrs — |
| 21 | PRINCIPAL FINANCIAL GROUP INC | 305.3K +38.8K (+14.5%) | 14.27M +2.3M (+19.2%) | 0.74% +0.083 pp | 0.01% +0.001 pp | USD53.78 -13.1% | 29 qtrs — |
| 22 | PRUDENTIAL FINANCIAL INC | 292.9K -46.7K (-13.8%) | 13.69M -1.6M (-10.3%) | 0.71% -0.128 pp | 0.02% -0.002 pp | USD41.61 +12.3% | 29 qtrs — |
| 23 | GLENMEDE TRUST CO NA | 292.9K +292.9K (+100.0%) | 13.69M +13.7M (+100.0%) | 0.71% +0.711 pp | 0.06% +0.065 pp | USD46.74 +0.0% | 1 qtrs NEW |
| 24 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 289.3K -19.4K (-6.3%) | 13.52M -347.2K (-2.5%) | 0.70% -0.060 pp | 0.04% -0.003 pp | USD44.25 +5.6% | 13 qtrs — |
| 25 | NUVEEN, LLC | 286.4K +198.1K (+224.3%) | 13.39M +9.4M (+237.3%) | 0.70% +0.477 pp | 0.00% +0.003 pp | USD45.50 +2.7% | 4 qtrs — |
| 26 | NATIXIS ADVISORS, L.P. | 270.3K +2.4K (+0.9%) | 12.63M +596.0K (+5.0%) | 0.66% -0.006 pp | 0.02% +0.000 pp | USD40.73 +14.8% | 5 qtrs — |
| 27 | LEGAL & GENERAL GROUP PLC | 256.3K -5.0K (-1.9%) | 11.98M +240.7K (+2.1%) | 0.62% -0.023 pp | 0.00% +0.000 pp | USD56.61 -17.4% | 29 qtrs — |
| 28 | BANK OF AMERICA CORP /DE/ | 242.5K +6.6K (+2.8%) | 11.33M +735.3K (+6.9%) | 0.59% +0.006 pp | 0.00% +0.000 pp | USD42.75 +9.3% | 29 qtrs — |
| 29 | AMERICAN CENTURY COMPANIES INC | 217.8K -24.8K (-10.2%) | 10.18M -720.8K (-6.6%) | 0.53% -0.071 pp | 0.01% 0.000 pp | USD42.27 +10.6% | 16 qtrs — |
| 30 | AQR CAPITAL MANAGEMENT LLC | 214.6K +12.9K (+6.4%) | 10.03M +969.3K (+10.7%) | 0.52% +0.023 pp | 0.01% -0.001 pp | USD42.34 +10.4% | 19 qtrs — |
| 31 | MILLENNIUM MANAGEMENT LLC | 211.5K +205.4K (+3,319.6%) | 9.89M +9.6M (+3,457.4%) | 0.51% +0.498 pp | 0.00% +0.004 pp | USD46.62 +0.3% | 12 qtrs — |
| 32 | JPMORGAN CHASE & CO | 181.0K -112.7K (-38.4%) | 8.46M -4.7M (-35.9%) | 0.44% -0.286 pp | 0.00% 0.000 pp | USD46.17 +1.2% | 29 qtrs — |
| 33 | DANA INVESTMENT ADVISORS, INC. | 167.1K -218.0 (-0.1%) | 7.81M +292.6K (+3.9%) | 0.41% -0.008 pp | 0.23% +0.007 pp | USD37.12 +25.9% | 8 qtrs — |
| 34 | AMERIPRISE FINANCIAL INC | 167.0K +39.7K (+31.1%) | 7.80M +2.1M (+36.4%) | 0.41% +0.091 pp | 0.00% +0.000 pp | USD50.51 -7.5% | 29 qtrs — |
| 35 | SG AMERICAS SECURITIES, LLC | 165.1K +150.9K (+1,061.3%) | 7.72M +7.1M (+1,107.5%) | 0.40% +0.366 pp | 0.01% +0.008 pp | USD46.58 +0.3% | 29 qtrs — |
| 36 | VICTORY CAPITAL MANAGEMENT INC | 159.9K +9.6K (+6.4%) | 7.47M +722.9K (+10.7%) | 0.39% +0.017 pp | 0.00% +0.000 pp | USD46.34 +0.9% | 26 qtrs — |
| 37 | UBS ASSET MANAGEMENT AMERICAS INC | 145.4K -706.0 (-0.5%) | 6.80M +231.5K (+3.5%) | 0.35% -0.008 pp | 0.00% +0.000 pp | USD45.58 +2.5% | 29 qtrs — |
| 38 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 143.7K -16.0K (-10.0%) | 6.71M -460.4K (-6.4%) | 0.35% -0.046 pp | 0.02% -0.004 pp | USD49.95 -6.4% | 29 qtrs — |
| 39 | PROSHARE ADVISORS LLC | 141.4K -19.9K (-12.3%) | 6.61M -636.0K (-8.8%) | 0.34% -0.055 pp | 0.01% -0.004 pp | USD51.52 -9.3% | 29 qtrs — |
| 40 | EXCHANGE TRADED CONCEPTS, LLC | 139.5K +307.0 (+0.2%) | 6.52M +266.4K (+4.3%) | 0.34% -0.005 pp | 0.05% -0.004 pp | USD44.04 +6.1% | 16 qtrs — |
| 41 | EDGESTREAM PARTNERS, L.P. | 130.9K +130.9K (+100.0%) | 6.12M +6.1M (+100.0%) | 0.32% +0.318 pp | 0.17% +0.172 pp | USD46.74 +0.0% | 1 qtrs NEW |
| 42 | BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 129.5K -4.8K (-3.6%) | 6.05M +18.8K (+0.3%) | 0.31% -0.017 pp | 0.04% -0.001 pp | USD41.73 +12.0% | 11 qtrs — |
| 43 | BAIRD FINANCIAL GROUP, INC. | 122.8K +122.8K (+100.0%) | 5.74M +5.7M (+100.0%) | 0.30% +0.298 pp | 0.01% +0.009 pp | USD46.74 +0.0% | 1 qtrs NEW |
| 44 | RHUMBLINE ADVISERS | 120.5K -12.3K (-9.3%) | 5.63M -336.7K (-5.6%) | 0.29% -0.036 pp | 0.00% 0.000 pp | USD56.84 -17.8% | 30 qtrs — |
| 45 | VOYA INVESTMENT MANAGEMENT LLC | 108.8K -8.9K (-7.6%) | 5.08M -202.4K (-3.8%) | 0.26% -0.027 pp | 0.01% 0.000 pp | USD41.86 +11.7% | 29 qtrs — |
| 46 | WELLS FARGO & COMPANY/MN | 95.6K +13.2K (+16.0%) | 4.47M +766.4K (+20.7%) | 0.23% +0.029 pp | 0.00% +0.000 pp | USD45.63 +2.4% | 29 qtrs — |
| 47 | GRACE & WHITE INC /NY | 91.8K -6.9K (-7.0%) | 4.29M -143.7K (-3.2%) | 0.22% -0.021 pp | 0.76% -0.018 pp | USD39.69 +17.8% | 17 qtrs — |
| 48 | CSM ADVISORS, LLC | 91.0K +4.4K (+5.0%) | 4.26M +362.0K (+9.3%) | 0.22% +0.007 pp | 0.12% +0.007 pp | USD40.49 +15.4% | 3 qtrs — |
| 49 | SWISS NATIONAL BANK | 80.8K +2.7K (+3.5%) | 3.78M +267.6K (+7.6%) | 0.20% +0.003 pp | 0.00% +0.000 pp | USD55.20 -15.3% | 29 qtrs — |
| 50 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 77.2K +883.0 (+1.2%) | 3.61M +179.5K (+5.2%) | 0.19% -0.001 pp | 0.02% +0.001 pp | USD48.21 -3.0% | 29 qtrs — |
| 51 | UBS GROUP AG | 76.2K +21.2K (+38.5%) | 3.56M +1.1M (+44.1%) | 0.19% +0.049 pp | 0.00% +0.000 pp | USD44.17 +5.8% | 29 qtrs — |
| 52 | DEUTSCHE BANK AG\ | 73.9K -1.2K (-1.6%) | 3.45M +79.0K (+2.3%) | 0.18% -0.006 pp | 0.00% +0.000 pp | USD42.08 +11.1% | 29 qtrs — |
| 53 | BARCLAYS PLC | 72.9K +9.2K (+14.4%) | 3.41M +805.5K (+31.0%) | 0.18% +0.020 pp | 0.00% +0.000 pp | USD41.34 +13.1% | 29 qtrs — |
| 54 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 70.4K +50.0 (+0.1%) | 3.29M +143.0K (+4.5%) | 0.17% -0.003 pp | 0.01% +0.001 pp | USD58.11 -19.6% | 29 qtrs — |
| 55 | BESSEMER GROUP INC | 67.6K +67.4K (+30,370.3%) | 3.16M +3.2M (+31,520.0%) | 0.16% +0.164 pp | 0.00% +0.005 pp | USD46.73 +0.0% | 16 qtrs — |
| 56 | LSV ASSET MANAGEMENT | 67.2K -4.9K (-6.8%) | 3.14M -98.0K (-3.0%) | 0.16% -0.015 pp | 0.01% 0.000 pp | USD44.31 +5.5% | 3 qtrs — |
| 57 | JANNEY MONTGOMERY SCOTT LLC | 66.6K -1.2K (-1.8%) | 3.12M +65.0K (+2.1%) | 0.16% -0.006 pp | 0.01% 0.000 pp | USD37.87 +23.4% | 8 qtrs — |
| 58 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 65.6K -4.4K (-6.3%) | 3.07M -81.0K (-2.6%) | 0.16% -0.014 pp | 0.01% 0.000 pp | USD57.96 -19.4% | 29 qtrs — |
| 59 | CETERA INVESTMENT ADVISERS | 64.6K +692.0 (+1.1%) | 3.02M +148.1K (+5.2%) | 0.16% -0.001 pp | 0.00% +0.000 pp | USD44.66 +4.7% | 4 qtrs — |
| 60 | TWO SIGMA INVESTMENTS, LP | 58.1K +23.0K (+65.4%) | 2.71M +1.1M (+72.1%) | 0.14% +0.054 pp | 0.00% +0.002 pp | USD42.50 +10.0% | 3 qtrs — |
| 61 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 56.5K +4.9K (+9.4%) | 2.64M +320.0K (+13.8%) | 0.14% +0.010 pp | 0.01% +0.001 pp | USD41.49 +12.7% | 7 qtrs — |
| 62 | CITIGROUP INC | 54.0K -3.9K (-6.8%) | 2.52M -79.7K (-3.1%) | 0.13% -0.012 pp | 0.00% +0.000 pp | USD42.33 +10.4% | 29 qtrs — |
| 63 | WINTON GROUP LTD | 53.1K +3.0K (+5.9%) | 2.48M +229.5K (+10.2%) | 0.13% +0.005 pp | 0.09% +0.001 pp | USD40.28 +16.0% | 3 qtrs — |
| 64 | HENNESSY ADVISORS INC | 49.3K -1.8K (-3.5%) | 2.30M +8.4K (+0.4%) | 0.12% -0.007 pp | 0.08% +0.002 pp | USD57.77 -19.1% | 29 qtrs — |
| 65 | PRICE T ROWE ASSOCIATES INC /MD/ | 48.2K +1.8K (+3.9%) | 2.25M +169.0K (+8.1%) | 0.12% +0.002 pp | 0.00% +0.000 pp | USD45.47 +2.8% | 29 qtrs — |
| 66 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 48.0K +— (+0.0%) | 2.24M +86.9K (+4.0%) | 0.12% -0.002 pp | 0.14% +0.002 pp | USD49.33 -5.3% | 23 qtrs — |
| 67 | STATE OF NEW JERSEY COMMON PENSION FUND D | 45.4K -6.9K (-13.2%) | 2.12M -227.9K (-9.7%) | 0.11% -0.019 pp | 0.01% -0.001 pp | USD46.21 +1.1% | 19 qtrs — |
| 68 | ALLIANCEBERNSTEIN L.P. | 45.2K +— (+0.0%) | 2.11M +81.9K (+4.0%) | 0.11% -0.002 pp | 0.00% +0.000 pp | USD56.54 -17.3% | 29 qtrs — |
| 69 | MARYLAND STATE RETIREMENT & PENSION SYSTEM | 45.1K +1.3K (+2.9%) | 2.11M +137.8K (+7.0%) | 0.11% +0.001 pp | 0.04% +0.002 pp | USD46.34 +0.9% | 18 qtrs — |
| 70 | LAZARD ASSET MANAGEMENT LLC | 44.3K +32.8K (+286.6%) | 2.07M +1.6M (+302.1%) | 0.11% +0.079 pp | 0.00% +0.003 pp | USD44.85 +4.2% | 18 qtrs — |
| 71 | HRT FINANCIAL LP | 43.1K +30.1K (+231.3%) | 2.01M +1.4M (+244.7%) | 0.10% +0.073 pp | 0.01% +0.004 pp | USD46.19 +1.2% | 6 qtrs — |
| 72 | WEDGE CAPITAL MANAGEMENT L L P/NC | 42.7K -15.8K (-27.0%) | 2.00M -632.6K (-24.1%) | 0.10% -0.041 pp | 0.04% -0.009 pp | USD39.31 +18.9% | 11 qtrs — |
| 73 | MARTINGALE ASSET MANAGEMENT L P | 38.8K -14.4K (-27.0%) | 1.82M -574.9K (-24.1%) | 0.09% -0.037 pp | 0.05% -0.014 pp | USD43.84 +6.6% | 26 qtrs — |
| 74 | NORGES BANK | 36.0K +36.0K (+100.0%) | 1.68M +1.7M (+100.0%) | 0.09% +0.087 pp | 0.00% +0.000 pp | USD46.74 +0.0% | 1 qtrs NEW |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 35.9K +10.0 (+0.0%) | 1.68M +65.4K (+4.1%) | 0.09% -0.002 pp | 0.00% +0.000 pp | USD58.28 -19.8% | 29 qtrs — |
| 76 | MAGELLAN ASSET MANAGEMENT LTD | 35.3K +13.0K (+58.5%) | 1.65M +648.6K (+64.9%) | 0.09% +0.031 pp | 0.02% +0.008 pp | USD50.70 -7.8% | 28 qtrs — |
| 77 | BNP PARIBAS ARBITRAGE, SNC | 34.8K +13.4K (+62.4%) | 1.63M +663.4K (+68.9%) | 0.08% +0.032 pp | 0.00% +0.000 pp | USD44.58 +4.8% | 27 qtrs — |
| 78 | MARSHALL WACE, LLP | 34.7K +34.7K (+100.0%) | 1.62M +1.6M (+100.0%) | 0.08% +0.084 pp | 0.00% +0.002 pp | USD46.74 +0.0% | 3 qtrs — |
| 79 | FMR LLC | 34.4K +7.8K (+29.4%) | 1.61M +412.9K (+34.6%) | 0.08% +0.018 pp | 0.00% +0.000 pp | USD43.28 +8.0% | 29 qtrs — |
| 80 | QUANTINNO CAPITAL MANAGEMENT LP | 31.1K +9.4K (+43.3%) | 1.45M +478.6K (+49.1%) | 0.08% +0.022 pp | 0.00% +0.000 pp | USD44.82 +4.3% | 4 qtrs — |
| 81 | ADVISORS ASSET MANAGEMENT, INC. | 31.0K -53.3K (-63.2%) | 1.45M -2.3M (-61.7%) | 0.08% -0.133 pp | 0.02% -0.040 pp | USD38.91 +20.1% | 7 qtrs — |
| 82 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 30.9K -3.0K (-8.8%) | 1.44M -78.9K (-5.2%) | 0.08% -0.009 pp | 0.03% -0.002 pp | USD44.93 +4.0% | 2 qtrs — |
| 83 | RAYMOND JAMES FINANCIAL INC | 30.8K +453.0 (+1.5%) | 1.44M +76.1K (+5.6%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD39.79 +17.5% | 5 qtrs — |
| 84 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 30.3K +— (+0.0%) | 1.42M +54.9K (+4.0%) | 0.07% -0.001 pp | 0.00% +0.000 pp | USD40.42 +15.6% | 4 qtrs — |
| 85 | FRANKLIN RESOURCES INC | 29.5K +327.0 (+1.1%) | 1.38M +68.0K (+5.2%) | 0.07% 0.000 pp | 0.00% +0.000 pp | USD45.51 +2.7% | 18 qtrs — |
| 86 | SEI INVESTMENTS CO | 29.5K -553.0 (-1.8%) | 1.38M +28.5K (+2.1%) | 0.07% -0.003 pp | 0.00% 0.000 pp | USD45.15 +3.5% | 16 qtrs — |
| 87 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 29.4K -20.2K (-40.7%) | 1.37M -852.3K (-38.3%) | 0.07% -0.051 pp | 0.00% -0.003 pp | USD41.98 +11.3% | 16 qtrs — |
| 88 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 29.2K +29.2K (+100.0%) | 1.37M +1.4M (+100.0%) | 0.07% +0.071 pp | 0.00% +0.004 pp | USD46.74 +0.0% | 1 qtrs NEW |
| 89 | THRIVENT FINANCIAL FOR LUTHERANS | 28.5K -1.0K (-3.4%) | 1.33M +6.0K (+0.5%) | 0.07% -0.004 pp | 0.00% 0.000 pp | USD55.29 -15.5% | 29 qtrs — |
| 90 | LPL FINANCIAL LLC | 26.9K +1.9K (+7.6%) | 1.26M +133.3K (+11.9%) | 0.07% +0.004 pp | 0.00% +0.000 pp | USD45.34 +3.1% | 15 qtrs — |
| 91 | MACQUARIE GROUP LTD | 24.7K +3.7K (+17.7%) | 1.16M +211.9K (+22.5%) | 0.06% +0.008 pp | 0.01% +0.004 pp | USD42.66 +9.6% | 26 qtrs — |
| 92 | COMMONWEALTH EQUITY SERVICES, LLC | 24.3K +7.3K (+42.9%) | 1.13M +372.0K (+48.8%) | 0.06% +0.017 pp | 0.00% +0.001 pp | USD40.58 +15.2% | 8 qtrs — |
| 93 | COMERICA BANK | 24.1K -6.2K (-20.5%) | 1.12M -235.4K (-17.3%) | 0.06% -0.016 pp | 0.00% -0.001 pp | USD38.39 +21.8% | 10 qtrs — |
| 94 | IEQ CAPITAL, LLC | 23.7K -42.0 (-0.2%) | 1.11M +41.0K (+3.8%) | 0.06% -0.001 pp | 0.00% +0.000 pp | USD43.13 +8.4% | 4 qtrs — |
| 95 | US BANCORP \DE\ | 23.6K -4.6K (-16.4%) | 1.10M -165.8K (-13.1%) | 0.06% -0.013 pp | 0.00% 0.000 pp | USD44.56 +4.9% | 29 qtrs — |
| 96 | ILLINOIS MUNICIPAL RETIREMENT FUND | 23.3K +2.9K (+13.9%) | 1.09M +170.6K (+18.5%) | 0.06% +0.006 pp | 0.01% +0.002 pp | USD39.33 +18.8% | 10 qtrs — |
| 97 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 22.3K +531.0 (+2.4%) | 1.04M +64.0K (+6.5%) | 0.05% +0.000 pp | 0.01% +0.001 pp | USD59.35 -21.2% | 29 qtrs — |
| 98 | CITADEL ADVISORS LLC | 21.8K -23.5K (-51.9%) | 1.02M -1.0M (-49.9%) | 0.05% -0.059 pp | 0.00% 0.000 pp | USD42.26 +10.6% | 16 qtrs — |
| 99 | EMPOWERED FUNDS, LLC | 21.8K +21.8K (+100.0%) | 1.02M +1.0M (+100.0%) | 0.05% +0.053 pp | 0.01% +0.008 pp | USD46.74 +0.0% | 1 qtrs NEW |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-23 | Weber David A. | Officer | S-Sale | D | Common Stock | 1,700 | 52.57 | 89.4K | 149 | D | ↗ |
| 2026-03-05 | Williams Kathryn M | Officer | F-InKind | D | Common Stock | 849 | 52.53 | 44.6K | 7,111 | D | ↗ |
| 2026-03-05 | Weber David A. | Officer | S-Sale | D | Common Stock | 1 | 52.53 | 31.73 | 1,849 | D | ↗ |
| 2026-03-05 | WILSON BRODY J | Officer | F-InKind | D | Common Stock | 937 | 52.53 | 49.2K | 13,947 | D | ↗ |
| 2026-03-05 | Saathoff MardiLyn | Officer | F-InKind | D | Common Stock | 3,747 | 52.53 | 196.8K | 34,698 | D | ↗ |
| 2026-03-05 | Rogers Melinda B. | Officer | S-Sale | D | Common Stock | 0 | 52.53 | 6.83 | 2,214 | D | ↗ |
| 2026-03-05 | RUSH KIMBERLY HEITING | Officer | S-Sale | D | Common Stock | 1 | 52.53 | 41.24 | 27,063 | D | ↗ |
| 2026-03-05 | Palfreyman Justin | Director / Officer | F-InKind | D | Common Stock | 3,909 | 52.53 | 205.3K | 20,940 | D | ↗ |
| 2026-03-05 | Kravitz Zachary D | Officer | S-Sale | D | Common Stock | 1 | 52.53 | 27.59 | 2,738 | D | ↗ |
| 2026-03-05 | Kaszuba Raymond J III | Officer | F-InKind | D | Common Stock | 802 | 52.53 | 42.1K | 7,939 | D | ↗ |
| 2026-03-05 | Karney Joseph S | Officer | S-Sale | D | Common Stock | 1 | 52.53 | 29.81 | 4,510 | D | ↗ |
| 2026-03-05 | Fellon Brian | Officer | F-InKind | D | Common Stock | 175 | 52.53 | 9.2K | 1,572 | D | ↗ |
| 2026-03-05 | Berge Megan H | Officer | F-InKind | D | Common Stock | 1,485 | 52.53 | 78.0K | 5,841 | D | ↗ |
| 2026-03-05 | ANDERSON DAVID HUGO | Director | F-InKind | D | Common Stock | 5,844 | 52.53 | 307.0K | 55,259 | D | ↗ |
| 2026-03-02 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 240 | 52.59 | 12.6K | 10,611 | I | ↗ |
| 2026-03-02 | Ludford Mary E | Director | I-Discretionary | A | Common Stock | 491 | 52.59 | 25.8K | 3,864 | I | ↗ |
| 2026-03-02 | Lee Karen | Director | I-Discretionary | A | Common Stock | 972 | 52.59 | 51.1K | 21,696 | I | ↗ |
| 2026-03-02 | Bragdon Peter J | Director | I-Discretionary | A | Common Stock | 1,099 | 52.59 | 57.8K | 2,339 | I | ↗ |
| 2026-02-25 | Williams Kathryn M | Officer | A-Award | A | Common Stock | 1,177 | 0.00 | — | 6,531 | D | ↗ |
| 2026-02-25 | Weber David A. | Officer | A-Award | A | Common Stock | 1,104 | 0.00 | — | 1,371 | D | ↗ |
| 2026-02-25 | WILSON BRODY J | Officer | A-Award | A | Common Stock | 1,104 | 0.00 | — | 13,468 | D | ↗ |
| 2026-02-25 | Saathoff MardiLyn | Officer | A-Award | A | Common Stock | 4,229 | 0.00 | — | 32,687 | D | ↗ |
| 2026-02-25 | Rogers Melinda B. | Officer | A-Award | A | Common Stock | 196 | 0.00 | — | 2,877 | D | ↗ |
| 2026-02-25 | RUSH KIMBERLY HEITING | Officer | A-Award | A | Common Stock | 3,677 | 0.00 | — | 25,648 | D | ↗ |
| 2026-02-25 | Palfreyman Justin | Director / Officer | A-Award | A | Common Stock | 6,286 | 0.00 | — | 6,286 | I | ↗ |
| 2026-02-25 | Kravitz Zachary D | Officer | A-Award | A | Common Stock | 591 | 0.00 | — | 862 | I | ↗ |
| 2026-02-25 | Kaszuba Raymond J III | Officer | A-Award | A | Common Stock | 1,689 | 0.00 | — | 8,741 | D | ↗ |
| 2026-02-25 | Karney Joseph S | Officer | A-Award | A | Common Stock | 590 | 0.00 | — | 982 | I | ↗ |
| 2026-02-25 | Fellon Brian | Officer | A-Award | A | Common Stock | 368 | 0.00 | — | 1,747 | D | ↗ |
| 2026-02-25 | Berge Megan H | Officer | A-Award | A | Common Stock | 1,029 | 0.00 | — | 7,326 | D | ↗ |
| 2026-02-25 | ANDERSON DAVID HUGO | Director | A-Award | A | Common Stock | 8,961 | 0.00 | — | 47,181 | D | ↗ |
| 2026-01-15 | ANDERSON DAVID HUGO | Director | J-Other | D | Common Stock | 1,266 | 0.00 | — | 9,347 | I | ↗ |
| 2025-12-22 | Saathoff MardiLyn | Officer | S-Sale | D | Common Stock | 0 | 46.90 | 15.78 | 28,459 | D | ↗ |
| 2025-11-17 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,468 | 47.95 | 358.1K | 36,954 | D | ↗ |
| 2025-11-06 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 609 | 46.59 | 28.4K | 10,172 | I | ↗ |
| 2025-11-06 | Ludford Mary E | Director | I-Discretionary | A | Common Stock | 554 | 46.59 | 25.8K | 3,312 | I | ↗ |
| 2025-11-06 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,096 | 46.59 | 51.0K | 20,326 | I | ↗ |
| 2025-11-06 | Bragdon Peter J | Director | I-Discretionary | A | Common Stock | 1,228 | 46.59 | 57.2K | 1,228 | I | ↗ |
| 2025-10-20 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,500 | 46.39 | 348.0K | 44,422 | D | ↗ |
| 2025-10-15 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 10,509 | 45.00 | 472.9K | 51,922 | D | ↗ |
| 2025-10-10 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 4,930 | 45.00 | 221.9K | 62,431 | D | ↗ |
| 2025-10-01 | Patterson Kyra | Officer | A-Award | A | Common Stock | 2,463 | 0.00 | — | 2,463 | D | ↗ |
| 2025-10-01 | Fellon Brian | Officer | F-InKind | D | Common Stock | 151 | 44.93 | 6.8K | 1,379 | D | ↗ |
| 2025-10-01 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 328 | 45.00 | 14.8K | 67,361 | D | ↗ |
| 2025-09-30 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 4,233 | 45.01 | 190.5K | 67,689 | D | ↗ |
| 2025-09-18 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,795 | 42.13 | 328.4K | 71,922 | D | ↗ |
| 2025-09-08 | Patterson Kyra | Officer | — | — | No securities are beneficially owned. | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-09-02 | WILSON BRODY J | Officer | F-InKind | D | Common Stock | 364 | 41.53 | 15.1K | 12,364 | D | ↗ |
| 2025-09-02 | Kaszuba Raymond J III | Officer | F-InKind | D | Common Stock | 763 | 41.53 | 31.7K | 7,052 | D | ↗ |
| 2025-08-19 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,574 | 40.43 | 306.2K | 79,717 | D | ↗ |
| 2025-08-06 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 712 | 39.72 | 28.3K | 9,458 | I | ↗ |
| 2025-08-06 | Ludford Mary E | Director | I-Discretionary | A | Common Stock | 648 | 39.72 | 25.7K | 2,733 | I | ↗ |
| 2025-08-06 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,282 | 39.72 | 50.9K | 19,016 | I | ↗ |
| 2025-07-21 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,500 | 41.96 | 314.7K | 87,291 | D | ↗ |
| 2025-07-12 | Bragdon Peter J | Director | — | — | Common Stock | 0 | 0.00 | — | 400 | D | ↗ |
| 2025-06-20 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,500 | 39.68 | 297.6K | 94,791 | D | ↗ |
| 2025-05-21 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,591 | 40.99 | 311.2K | 102,291 | D | ↗ |
| 2025-05-07 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 644 | 43.95 | 28.3K | 8,650 | I | ↗ |
| 2025-05-07 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 351 | 43.95 | 15.4K | 6,354 | I | ↗ |
| 2025-05-07 | Ludford Mary E | Director | I-Discretionary | A | Common Stock | 586 | 43.95 | 25.7K | 2,067 | I | ↗ |
| 2025-05-07 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,158 | 43.95 | 50.9K | 17,537 | I | ↗ |
| 2025-04-21 | ANDERSON DAVID HUGO | Director | S-Sale | D | Common Stock | 7,500 | 43.00 | 322.5K | 109,882 | D | ↗ |
| 2025-03-31 | Weber David A. | Officer | S-Sale | D | Common Stock | 2,183 | 42.46 | 92.7K | 255 | D | ↗ |
| 2025-03-24 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 7,500 | 41.46 | 311.0K | 117,382 | D | ↗ |
| 2025-03-05 | Williams Kathryn M | Officer | F-InKind | D | Common Stock | 507 | 42.10 | 21.3K | 5,354 | D | ↗ |
| 2025-03-05 | Weber David A. | Officer | F-InKind | D | Common Stock | 563 | 42.10 | 23.7K | 2,438 | D | ↗ |
| 2025-03-05 | WILSON BRODY J | Officer | F-InKind | D | Common Stock | 472 | 42.10 | 19.9K | 13,291 | D | ↗ |
| 2025-03-05 | Saathoff MardiLyn | Officer | F-InKind | D | Common Stock | 1,797 | 42.10 | 75.7K | 28,459 | D | ↗ |
| 2025-03-05 | Rogers Melinda B. | Officer | F-InKind | D | Common Stock | 81 | 42.10 | 3.4K | 2,168 | D | ↗ |
| 2025-03-05 | RUSH KIMBERLY HEITING | Officer | F-InKind | D | Common Stock | 1,512 | 42.10 | 63.7K | 23,918 | D | ↗ |
| 2025-03-05 | Palfreyman Justin | Officer | F-InKind | D | Common Stock | 1,574 | 42.10 | 66.3K | 16,171 | D | ↗ |
| 2025-03-05 | Kravitz Zachary D | Officer | F-InKind | D | Common Stock | 185 | 42.10 | 7.8K | 1,568 | D | ↗ |
| 2025-03-05 | Karney Joseph S | Officer | F-InKind | D | Common Stock | 166 | 42.10 | 7.0K | 2,969 | D | ↗ |
| 2025-03-05 | ANDERSON DAVID HUGO | Director / Officer | F-InKind | D | Common Stock | 5,870 | 42.10 | 247.1K | 127,470 | D | ↗ |
| 2025-03-03 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 670 | 42.37 | 28.4K | 8,006 | I | ↗ |
| 2025-03-03 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 366 | 42.37 | 15.5K | 6,003 | I | ↗ |
| 2025-03-03 | Ludford Mary E | Director | I-Discretionary | A | Common Stock | 610 | 42.37 | 25.8K | 1,481 | I | ↗ |
| 2025-03-03 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,206 | 42.37 | 51.1K | 16,378 | I | ↗ |
| 2025-03-03 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 15,452 | 42.01 | 649.1K | 138,378 | D | ↗ |
| 2025-03-01 | Berge Megan H | Officer | A-Award | A | Common Stock | 6,297 | 0.00 | — | 6,297 | D | ↗ |
| 2025-02-26 | Williams Kathryn M | Officer | A-Award | A | Common Stock | 980 | 0.00 | — | 5,583 | D | ↗ |
| 2025-02-26 | Weber David A. | Officer | A-Award | A | Common Stock | 980 | 0.00 | — | 2,259 | D | ↗ |
| 2025-02-26 | WILSON BRODY J | Officer | A-Award | A | Common Stock | 980 | 0.00 | — | 12,549 | D | ↗ |
| 2025-02-26 | Saathoff MardiLyn | Officer | A-Award | A | Common Stock | 3,877 | 0.00 | — | 31,967 | D | ↗ |
| 2025-02-26 | Rogers Melinda B. | Officer | A-Award | A | Common Stock | 884 | 0.00 | — | 7,355 | I | ↗ |
| 2025-02-26 | RUSH KIMBERLY HEITING | Officer | A-Award | A | Common Stock | 3,036 | 0.00 | — | 21,553 | D | ↗ |
| 2025-02-26 | Palfreyman Justin | Officer | A-Award | A | Common Stock | 3,552 | 0.00 | — | 16,095 | D | ↗ |
| 2025-02-26 | Kravitz Zachary D | Officer | A-Award | A | Common Stock | 249 | 0.00 | — | 1,753 | D | ↗ |
| 2025-02-26 | Karney Joseph S | Officer | A-Award | A | Common Stock | 195 | 0.00 | — | 3,135 | D | ↗ |
| 2025-02-26 | ANDERSON DAVID HUGO | Director / Officer | A-Award | A | Common Stock | 14,059 | 0.00 | — | 153,830 | D | ↗ |
| 2025-02-25 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 1,451 | 42.00 | 60.9K | 128,282 | D | ↗ |
| 2025-02-24 | Berge Megan H | Officer | — | — | No securities are beneficially owned. | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-02-24 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 509 | 42.00 | 21.4K | 129,733 | D | ↗ |
| 2025-02-20 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 7,500 | 40.97 | 307.3K | 130,242 | D | ↗ |
| 2025-01-21 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 7,500 | 41.33 | 310.0K | 137,742 | D | ↗ |
| 2025-01-16 | ANDERSON DAVID HUGO | Director / Officer | J-Other | A | Common Stock | 944 | 0.00 | — | 145,242 | D | ↗ |
| 2024-12-20 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 7,500 | 39.78 | 298.4K | 144,298 | D | ↗ |
| 2024-11-20 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 646 | 42.12 | 27.2K | 7,249 | I | ↗ |
| 2024-11-20 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 351 | 42.12 | 14.8K | 5,570 | I | ↗ |
| 2024-11-20 | Ludford Mary E | Director | I-Discretionary | A | Common Stock | 861 | 42.12 | 36.3K | 861 | I | ↗ |
| 2024-11-20 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,157 | 42.12 | 48.7K | 14,992 | I | ↗ |
| 2024-10-01 | Fellon Brian | Officer | A-Award | A | Common Stock | 1,530 | 0.00 | — | 1,530 | D | ↗ |
| 2024-09-23 | Fellon Brian | Officer | — | — | No securities are beneficially owned. | 0 | 0.00 | — | 0 | D | ↗ |
| 2024-09-01 | WILSON BRODY J | Officer | A-Award | A | Common Stock | 3,258 | 0.00 | — | 11,420 | — | ↗ |
| 2024-09-01 | Kaszuba Raymond J III | Officer | A-Award | A | Common Stock | 7,815 | 0.00 | — | 7,815 | — | ↗ |
| 2024-08-31 | Kaszuba Raymond J III | Officer | — | D | No securities are beneficially owned. | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-19 | Ludford Mary E | Director | — | D | No securities are beneficially owned. | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-08-05 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 713 | 38.09 | 27.1K | 6,453 | — | ↗ |
| 2024-08-05 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 388 | 38.09 | 14.8K | 5,098 | — | ↗ |
| 2024-08-05 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,277 | 38.09 | 48.6K | 13,517 | — | ↗ |
| 2024-05-07 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 708 | 38.37 | 27.1K | 5,676 | — | ↗ |
| 2024-05-07 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 385 | 38.37 | 14.8K | 4,656 | — | ↗ |
| 2024-05-07 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,268 | 38.37 | 48.6K | 12,102 | — | ↗ |
| 2024-03-13 | DOWNING JAMES R | Officer | S-Sale | D | Common Stock | 0 | 37.36 | 17.08 | 8,593 | — | ↗ |
| 2024-03-01 | Williams Kathryn M | Officer | F-InKind | D | Common Stock | 638 | 36.74 | 23.4K | 4,603 | — | ↗ |
| 2024-03-01 | Weber David A. | Officer | F-InKind | D | Common Stock | 701 | 36.74 | 25.8K | 1,218 | — | ↗ |
| 2024-03-01 | WILSON BRODY J | Officer | F-InKind | D | Common Stock | 457 | 36.74 | 16.8K | 8,863 | — | ↗ |
| 2024-03-01 | Saathoff MardiLyn | Officer | F-InKind | D | Common Stock | 2,089 | 36.74 | 76.7K | 24,552 | — | ↗ |
| 2024-03-01 | Rogers Melinda B. | Officer | F-InKind | D | Common Stock | 133 | 36.74 | 4.9K | 2,373 | — | ↗ |
| 2024-03-01 | RUSH KIMBERLY HEITING | Officer | F-InKind | D | Common Stock | 1,221 | 36.74 | 44.9K | 20,357 | — | ↗ |
| 2024-03-01 | Palfreyman Justin | Officer | F-InKind | D | Common Stock | 1,323 | 36.74 | 48.6K | 11,882 | — | ↗ |
| 2024-03-01 | Kravitz Zachary D | Officer | F-InKind | D | Common Stock | 194 | 36.74 | 7.1K | 1,439 | — | ↗ |
| 2024-03-01 | Karney Joseph S | Officer | F-InKind | D | Common Stock | 152 | 36.74 | 5.6K | 2,207 | — | ↗ |
| 2024-03-01 | Filippi Shawn M | Officer | F-InKind | D | Common Stock | 64 | 36.74 | 2.4K | 1,969 | — | ↗ |
| 2024-03-01 | DOWNING JAMES R | Officer | F-InKind | D | Common Stock | 638 | 36.74 | 23.4K | 8,593 | — | ↗ |
| 2024-03-01 | ANDERSON DAVID HUGO | Director / Officer | F-InKind | D | Common Stock | 5,713 | 36.74 | 209.9K | 151,137 | — | ↗ |
| 2024-02-26 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 744 | 36.60 | 27.2K | 4,969 | — | ↗ |
| 2024-02-26 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 405 | 36.60 | 14.8K | 4,271 | — | ↗ |
| 2024-02-26 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,334 | 36.60 | 48.8K | 10,834 | — | ↗ |
| 2024-02-21 | Williams Kathryn M | Officer | A-Award | A | Common Stock | 813 | 0.00 | — | 4,591 | — | ↗ |
| 2024-02-21 | Weber David A. | Officer | A-Award | A | Common Stock | 1,339 | 0.00 | — | 2,376 | — | ↗ |
| 2024-02-21 | WILSON BRODY J | Officer | A-Award | A | Common Stock | 1,339 | 0.00 | — | 9,320 | — | ↗ |
| 2024-02-21 | Saathoff MardiLyn | Officer | A-Award | A | Common Stock | 4,287 | 0.00 | — | 27,827 | — | ↗ |
| 2024-02-21 | Rogers Melinda B. | Officer | A-Award | A | Common Stock | 1,206 | 0.00 | — | 6,161 | — | ↗ |
| 2024-02-21 | RUSH KIMBERLY HEITING | Officer | A-Award | A | Common Stock | 2,479 | 0.00 | — | 17,829 | — | ↗ |
| 2024-02-21 | Palfreyman Justin | Officer | A-Award | A | Common Stock | 2,044 | 0.00 | — | 11,513 | — | ↗ |
| 2024-02-21 | Kravitz Zachary D | Officer | A-Award | A | Common Stock | 255 | 0.00 | — | 1,633 | — | ↗ |
| 2024-02-21 | Karney Joseph S | Officer | A-Award | A | Common Stock | 47 | 0.00 | — | 113 | — | ↗ |
| 2024-02-21 | Filippi Shawn M | Officer | A-Award | A | Common Stock | 258 | 0.00 | — | 2,087 | — | ↗ |
| 2024-02-21 | DOWNING JAMES R | Officer | A-Award | A | Common Stock | 843 | 0.00 | — | 8,311 | — | ↗ |
| 2024-02-21 | ANDERSON DAVID HUGO | Director / Officer | A-Award | A | Common Stock | 13,929 | 0.00 | — | 160,854 | — | ↗ |
| 2024-01-11 | ANDERSON DAVID HUGO | Director / Officer | J-Other | D | Common Stock | 897 | 0.00 | — | 11,306 | — | ↗ |
| 2023-11-06 | PARTAIN NATHAN I | Director | I-Discretionary | A | Common Stock | 225 | 37.75 | 8.5K | 3,369 | — | ↗ |
| 2023-11-06 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 659 | 37.75 | 24.9K | 4,123 | — | ↗ |
| 2023-11-06 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 355 | 37.75 | 13.4K | 3,770 | — | ↗ |
| 2023-11-06 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,168 | 37.75 | 44.1K | 9,268 | — | ↗ |
| 2023-11-06 | Enand Monica | Director | I-Discretionary | A | Common Stock | 1,495 | 37.75 | 56.4K | 13,674 | — | ↗ |
| 2023-08-09 | Peverett Jane L | Director | S-Sale | D | Common Stock | 523 | 40.70 | 21.3K | 0 | — | ↗ |
| 2023-08-04 | PARTAIN NATHAN I | Director | I-Discretionary | A | Common Stock | 212 | 41.33 | 8.8K | 3,109 | — | ↗ |
| 2023-08-04 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 618 | 41.33 | 25.5K | 3,430 | — | ↗ |
| 2023-08-04 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 334 | 41.33 | 13.8K | 3,378 | — | ↗ |
| 2023-08-04 | Lee Karen | Director | I-Discretionary | A | Common Stock | 1,099 | 41.33 | 45.4K | 8,016 | — | ↗ |
| 2023-08-04 | Enand Monica | Director | I-Discretionary | A | Common Stock | 1,389 | 41.33 | 57.4K | 12,051 | — | ↗ |
| 2023-05-24 | Weber David A. | Officer | S-Sale | D | Common Stock | 920 | 44.38 | 40.8K | 186 | — | ↗ |
| 2023-05-05 | PARTAIN NATHAN I | Director | I-Discretionary | A | Common Stock | 176 | 47.05 | 8.3K | 2,868 | — | ↗ |
| 2023-05-05 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 474 | 47.05 | 22.3K | 2,787 | — | ↗ |
| 2023-05-05 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 285 | 47.05 | 13.4K | 3,015 | — | ↗ |
| 2023-05-05 | Lee Karen | Director | I-Discretionary | A | Common Stock | 949 | 47.05 | 44.6K | 6,853 | — | ↗ |
| 2023-05-05 | Enand Monica | Director | I-Discretionary | A | Common Stock | 1,231 | 47.05 | 57.9K | 10,561 | — | ↗ |
| 2023-04-04 | Karney Joseph S | Officer | — | I | Common Stock | 0 | 0.00 | — | 209 | — | ↗ |
| 2023-03-01 | Williams Kathryn M | Officer | F-InKind | D | Common Stock | 638 | 48.34 | 30.8K | 4,077 | — | ↗ |
| 2023-03-01 | Weber David A. | Officer | F-InKind | D | Common Stock | 386 | 48.34 | 18.7K | 1,095 | — | ↗ |
| 2023-03-01 | WILSON BRODY J | Officer | F-InKind | D | Common Stock | 386 | 48.34 | 18.7K | 7,138 | — | ↗ |
| 2023-03-01 | Saathoff MardiLyn | Officer | F-InKind | D | Common Stock | 169 | 48.34 | 8.2K | 21,064 | — | ↗ |
| 2023-03-01 | Rogers Melinda B. | Officer | F-InKind | D | Common Stock | 90 | 48.34 | 4.4K | 2,706 | — | ↗ |
| 2023-03-01 | RUSH KIMBERLY HEITING | Officer | F-InKind | D | Common Stock | 987 | 48.34 | 47.7K | 16,329 | — | ↗ |
| 2023-03-01 | Palfreyman Justin | Officer | F-InKind | D | Common Stock | 565 | 48.34 | 27.3K | 9,469 | — | ↗ |
| 2023-03-01 | Kravitz Zachary D | Officer | F-InKind | D | Common Stock | 81 | 48.34 | 3.9K | 1,325 | — | ↗ |
| 2023-03-01 | Filippi Shawn M | Officer | F-InKind | D | Common Stock | 37 | 48.34 | 1.8K | 1,742 | — | ↗ |
| 2023-03-01 | DOWNING JAMES R | Officer | F-InKind | D | Common Stock | 497 | 48.34 | 24.0K | 7,121 | — | ↗ |
| 2023-03-01 | Burkhartsmeyer Frank | Officer | F-InKind | D | Common Stock | 2,120 | 48.34 | 102.5K | 23,139 | — | ↗ |
| 2023-03-01 | ANDERSON DAVID HUGO | Director / Officer | F-InKind | D | Common Stock | 3,743 | 48.34 | 180.9K | 140,439 | — | ↗ |
| 2023-02-27 | PARTAIN NATHAN I | Director | I-Discretionary | A | Common Stock | 179 | 47.75 | 8.5K | 2,692 | — | ↗ |
| 2023-02-27 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 469 | 47.75 | 22.4K | 2,313 | — | ↗ |
| 2023-02-27 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 290 | 47.75 | 13.9K | 2,730 | — | ↗ |
| 2023-02-27 | Lee Karen | Director | I-Discretionary | A | Common Stock | 938 | 47.75 | 44.8K | 5,904 | — | ↗ |
| 2023-02-27 | Enand Monica | Director | I-Discretionary | A | Common Stock | 1,270 | 47.75 | 60.6K | 9,330 | — | ↗ |
| 2023-02-22 | Williams Kathryn M | Officer | A-Award | A | Common Stock | 727 | 0.00 | — | 4,715 | — | ↗ |
| 2023-02-22 | Weber David A. | Officer | A-Award | A | Common Stock | 805 | 0.00 | — | 980 | — | ↗ |
| 2023-02-22 | WILSON BRODY J | Officer | A-Award | A | Common Stock | 907 | 0.00 | — | 7,895 | — | ↗ |
| 2023-02-22 | Saathoff MardiLyn | Officer | A-Award | A | Common Stock | 509 | 0.00 | — | 22,118 | — | ↗ |
| 2023-02-22 | Rogers Melinda B. | Officer | A-Award | A | Common Stock | 90 | 0.00 | — | 3,159 | — | ↗ |
| 2023-02-22 | RUSH KIMBERLY HEITING | Officer | A-Award | A | Common Stock | 2,182 | 0.00 | — | 17,316 | — | ↗ |
| 2023-02-22 | Palfreyman Justin | Officer | A-Award | A | Common Stock | 1,275 | 0.00 | — | 10,782 | — | ↗ |
| 2023-02-22 | Kravitz Zachary D | Officer | A-Award | A | Common Stock | 71 | 0.00 | — | 1,406 | — | ↗ |
| 2023-02-22 | HUDDLESTON JON G | Officer | A-Award | A | Common Stock | 727 | 0.00 | — | 3,506 | — | ↗ |
| 2023-02-22 | Filippi Shawn M | Officer | A-Award | A | Common Stock | 607 | 0.00 | — | 9,669 | — | ↗ |
| 2023-02-22 | DOWNING JAMES R | Officer | A-Award | A | Common Stock | 907 | 0.00 | — | 8,024 | — | ↗ |
| 2023-02-22 | Burkhartsmeyer Frank | Officer | A-Award | A | Common Stock | 3,636 | 0.00 | — | 26,633 | — | ↗ |
| 2023-02-22 | ANDERSON DAVID HUGO | Director / Officer | A-Award | A | Common Stock | 8,735 | 0.00 | — | 144,182 | — | ↗ |
| 2023-01-13 | RUSH KIMBERLY HEITING | Officer | F-InKind | D | Common Stock | 13 | 48.17 | 626.21 | 36 | — | ↗ |
| 2023-01-13 | ANDERSON DAVID HUGO | Officer | J-Other | D | Common Stock | 858 | 0.00 | — | 12,029 | — | ↗ |
| 2022-11-09 | Wilhoite Charles A. | Director | I-Discretionary | A | Common Stock | 1,198 | 45.40 | 54.4K | 15,170 | — | ↗ |
| 2022-11-09 | PARTAIN NATHAN I | Director | I-Discretionary | A | Common Stock | 364 | 45.40 | 16.5K | 2,467 | — | ↗ |
| 2022-11-09 | McDonough Sandra | Director | I-Discretionary | A | Common Stock | 492 | 45.40 | 22.3K | 1,812 | — | ↗ |
| 2022-11-09 | MCCURDY DAVID K | Director | I-Discretionary | A | Common Stock | 295 | 45.40 | 13.4K | 2,395 | — | ↗ |
| 2022-11-09 | Lee Karen | Director | I-Discretionary | A | Common Stock | 820 | 45.40 | 37.2K | 4,876 | — | ↗ |
| 2022-11-09 | Enand Monica | Director | I-Discretionary | A | Common Stock | 1,441 | 45.40 | 65.4K | 7,915 | — | ↗ |
| 2022-09-14 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 1 | 49.73 | 36.30 | 125,674 | — | ↗ |
| 2022-09-09 | ANDERSON DAVID HUGO | Director / Officer | S-Sale | D | Common Stock | 1 | 48.73 | 37.08 | 125,675 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Justin B. Palfreyman President and Chief Executive Officer, NW Holdings | 812.5K | 333.6K | 1.73M | — | 726.4K | 96.8K | 3.70M | 46.71% | ↗ |
| 2 | 2025 | Kimberly H. Rush President, NW Natural | 506.7K | 115.4K | 457.0K | — | 243.6K | 531.0K | 1.85M | 24.65% | ↗ |
| 3 | 2025 | Raymond J. Kaszuba III Senior Vice President and Chief Financial Officer | 542.5K | 160.9K | 583.9K | — | 311.1K | 47.7K | 1.65M | 35.47% | ↗ |
| 4 | 2025 | MardiLyn Saathoff General Counsel, Chief Compliance Officer, and SVP Regulation, NW Holdings | 483.8K | 104.8K | 507.6K | — | 231.2K | 102.1K | 1.43M | 35.51% | ↗ |
| 5 | 2025 | Megan H. Berge Deputy General Counsel and Corporate Secretary, NW Holdings | 341.7K | 185.5K | 613.0K | — | 129.5K | 29.5K | 1.30M | 47.18% | ↗ |
| 6 | 2025 | David H. Anderson Former Chief Executive Officer | 230.8K | 73.6K | — | — | 185.4K | 85.9K | 575.8K | 0.00% | ↗ |
| 7 | 2024 | David H. Anderson Former Chief Executive Officer | 862.9K | 389.7K | 1.63M | — | 626.3K | 628.7K | 4.14M | 39.39% | ↗ |
| 8 | 2024 | David H. Anderson Chief Executive Officer | 862.9K | 389.7K | 1.63M | — | 626.3K | 628.7K | 4.14M | 39.39% | ↗ |
| 9 | 2024 | Justin B. Palfreyman President | 619.8K | 222.1K | 764.0K | — | 349.9K | 74.8K | 2.03M | 37.62% | ↗ |
| 10 | 2024 | Justin B. Palfreyman President and Chief Executive Officer, NW Holdings | 619.8K | 222.1K | 764.0K | — | 349.9K | 74.8K | 2.03M | 37.62% | ↗ |
| 11 | 2024 | Kimberly H. Rush President, NW Natural | 471.0K | 111.0K | 407.6K | — | 190.0K | 206.9K | 1.39M | 29.39% | ↗ |
| 12 | 2024 | Kimberly H. Rush Senior Vice President and Chief Operating Officer | 471.0K | 111.0K | 407.6K | — | 190.0K | 206.9K | 1.39M | 29.39% | ↗ |
| 13 | 2024 | MardiLyn Saathoff General Counsel, Chief Compliance Officer, and SVP Regulation, NW Holdings | 464.1K | 103.8K | 509.6K | — | 187.2K | 62.0K | 1.33M | 38.41% | ↗ |
| 14 | 2024 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 464.1K | 103.8K | 509.6K | — | 187.2K | 62.0K | 1.33M | 38.41% | ↗ |
| 15 | 2024 | Brody J. Wilson Vice President, Treasurer, Controller and Chief Accounting Officer | 400.0K | 150.1K | 258.4K | — | 92.9K | 46.9K | 948.3K | 27.25% | ↗ |
| 16 | 2024 | Raymond J. Kaszuba III Senior Vice President and Chief Financial Officer | 153.1K | 346.3K | 314.3K | — | 84.7K | 11.7K | 910.1K | 34.54% | ↗ |
| 17 | 2023 | David H. Anderson Former Chief Executive Officer | 830.0K | 328.1K | 1.45M | — | 475.9K | 454.6K | 3.54M | 40.96% | ↗ |
| 18 | 2023 | David H. Anderson Chief Executive Officer | 830.0K | 328.1K | 1.45M | — | 475.9K | 454.6K | 3.54M | 40.96% | ↗ |
| 19 | 2023 | Kimberly H. Rush Senior Vice President and Chief Operating Officer | 426.6K | 106.8K | 386.7K | — | 144.2K | 354.3K | 1.42M | 27.26% | ↗ |
| 20 | 2023 | Kimberly H. Rush President, NW Natural | 426.6K | 106.8K | 386.7K | — | 144.2K | 354.3K | 1.42M | 27.26% | ↗ |
| 21 | 2023 | Justin B. Palfreyman President and Chief Executive Officer, NW Holdings | 477.0K | 183.4K | 386.7K | — | 265.6K | 54.4K | 1.37M | 28.29% | ↗ |
| 22 | 2023 | Justin B. Palfreyman President | 477.0K | 183.4K | 386.7K | — | 265.6K | 54.4K | 1.37M | 28.29% | ↗ |
| 23 | 2023 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 446.3K | 106.9K | 483.0K | — | 142.1K | 62.5K | 1.24M | 38.93% | ↗ |
| 24 | 2023 | MardiLyn Saathoff General Counsel, Chief Compliance Officer, and SVP Regulation, NW Holdings | 446.3K | 106.9K | 483.0K | — | 142.1K | 62.5K | 1.24M | 38.93% | ↗ |
| 25 | 2023 | Frank H. Burkhartsmeyer Former Executive Vice President, Strategy and Business Development and Chief Financial Officer | 338.6K | — | 483.0K | — | — | 64.1K | 885.7K | 54.53% | ↗ |
| 26 | 2023 | Brody J. Wilson Chief Financial Officer, Vice President, Treasurer and Chief Accounting Officer | 357.8K | 167.1K | 120.7K | — | 105.9K | 36.3K | 787.8K | 15.32% | ↗ |
| 27 | 2023 | Brody J. Wilson Vice President, Treasurer, Controller and Chief Accounting Officer | 357.8K | 167.1K | 120.7K | — | 105.9K | 36.3K | 787.8K | 15.32% | ↗ |
| 28 | 2022 | David H. Anderson President and Chief Executive Officer | 795.8K | 317.1K | 1.45M | — | 489.9K | 588.2K | 3.64M | 39.83% | ↗ |
| 29 | 2022 | David H. Anderson Chief Executive Officer | 795.8K | 317.1K | 1.45M | — | 489.9K | 588.2K | 3.64M | 39.83% | ↗ |
| 30 | 2022 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | 512.2K | 143.1K | 500.2K | — | 222.9K | 67.8K | 1.45M | 34.59% | ↗ |
| 31 | 2022 | Frank H. Burkhartsmeyer Former Executive Vice President, Strategy and Business Development and Chief Financial Officer | 512.2K | 143.1K | 500.2K | — | 222.9K | 67.8K | 1.45M | 34.59% | ↗ |
| 32 | 2022 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 427.2K | 104.1K | 400.2K | — | 154.9K | 59.9K | 1.15M | 34.91% | ↗ |
| 33 | 2022 | Kimberly H. Rush Senior Vice President, Operations and Chief Marketing Officer | 381.0K | 90.8K | 400.2K | — | 138.2K | 38.6K | 1.05M | 38.16% | ↗ |
| 34 | 2022 | Kimberly H. Rush Senior Vice President and Chief Operating Officer | 381.0K | 90.8K | 400.2K | — | 138.2K | 38.6K | 1.05M | 38.16% | ↗ |
| 35 | 2022 | Justin B. Palfreyman President | 359.5K | 86.2K | 350.3K | — | 130.8K | 46.2K | 973.1K | 36.00% | ↗ |
| 36 | 2022 | Justin B. Palfreyman Vice President, Strategy and Business Development | 359.5K | 86.2K | 350.3K | — | 130.8K | 46.2K | 973.1K | 36.00% | ↗ |
| 37 | 2021 | David H. Anderson President and Chief Executive Officer | 770.8K | 309.3K | 1.36M | — | 543.7K | 774.7K | 3.76M | 36.20% | ↗ |
| 38 | 2021 | David H. Anderson Chief Executive Officer | 770.8K | 309.3K | 1.36M | — | 543.7K | 774.7K | 3.76M | 36.20% | ↗ |
| 39 | 2021 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | 489.3K | 127.1K | 523.4K | — | 224.9K | 69.5K | 1.43M | 36.49% | ↗ |
| 40 | 2021 | Frank H. Burkhartsmeyer Former Executive Vice President, Strategy and Business Development and Chief Financial Officer | 489.3K | 127.1K | 523.4K | — | 224.9K | 69.5K | 1.43M | 36.49% | ↗ |
| 41 | 2021 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 410.9K | 89.6K | 418.8K | — | 153.4K | 69.1K | 1.14M | 36.68% | ↗ |
| 42 | 2021 | Kimberly H. Rush Senior Vice President and Chief Operating Officer | 363.9K | 78.1K | 366.4K | — | 136.9K | 160.7K | 1.11M | 33.13% | ↗ |
| 43 | 2021 | Kimberly A. Heiting Senior Vice President, Operations and Chief Marketing Officer | 363.9K | 78.1K | 366.4K | — | 136.9K | 160.7K | 1.11M | 33.13% | ↗ |
| 44 | 2021 | Kimberly H. Rush Senior Vice President, Operations and Chief Marketing Officer | 363.9K | 78.1K | 366.4K | — | 136.9K | 160.7K | 1.11M | 33.13% | ↗ |
| 45 | 2021 | Justin B. Palfreyman President | 337.8K | 74.0K | 261.8K | — | 127.0K | 51.0K | 851.6K | 30.74% | ↗ |
| 46 | 2021 | Justin B. Palfreyman Vice President, Strategy and Business Development | 337.8K | 74.0K | 261.8K | — | 127.0K | 51.0K | 851.6K | 30.74% | ↗ |
| 47 | 2021 | Justin B. Palfreyman Vice President, Strategy & Business Development | 337.8K | 74.0K | 261.8K | — | 127.0K | 51.0K | 851.6K | 30.74% | ↗ |
| 48 | 2020 | David H. Anderson President and Chief Executive Officer | 743.3K | 282.1K | 1.21M | — | 445.9K | 1.14M | 3.82M | 31.67% | ↗ |
| 49 | 2020 | Kimberly H. Rush Senior Vice President, Operations and Chief Marketing Officer | 335.8K | 67.7K | 302.6K | — | 107.3K | 621.9K | 1.44M | 21.08% | ↗ |
| 50 | 2020 | Kimberly A. Heiting Senior Vice President, Operations and Chief Marketing Officer | 335.8K | 67.7K | 302.6K | — | 107.3K | 621.9K | 1.44M | 21.08% | ↗ |
| 51 | 2020 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | 453.5K | 99.6K | 504.4K | — | 160.4K | 60.7K | 1.28M | 39.45% | ↗ |
| 52 | 2020 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 397.3K | 88.9K | 353.5K | — | 126.1K | 61.2K | 1.03M | 34.42% | ↗ |
| 53 | 2020 | Justin B. Palfreyman Vice President, Strategy & Business Development | 313.0K | 68.4K | 176.7K | — | 99.6K | 42.1K | 699.8K | 25.25% | ↗ |
| 54 | 2020 | Justin B. Palfreyman Vice President, Strategy and Business Development | 313.0K | 68.4K | 176.7K | — | 99.6K | 42.1K | 699.8K | 25.25% | ↗ |
| 55 | 2020 | David H. Anderson President and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 56 | 2020 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 57 | 2020 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | — | — | — | — | — | — | — | — | ↗ |
| 58 | 2020 | Kimberly A. Heiting Senior Vice President, Operations and Chief Marketing Officer | — | — | — | — | — | — | — | — | ↗ |
| 59 | 2020 | Justin B. Palfreyman Vice President, Strategy Business Development | — | — | — | — | — | — | — | — | ↗ |
| 60 | 2019 | David H. Anderson President and Chief Executive Officer | 705.8K | 241.3K | 1.24M | — | 514.7K | 1.56M | 4.26M | 29.04% | ↗ |
| 61 | 2019 | Kimberly A. Heiting Senior Vice President, Operations and Chief Marketing Officer | 308.3K | 60.6K | 283.5K | — | 126.4K | 523.2K | 1.30M | 21.77% | ↗ |
| 62 | 2019 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | 425.9K | 82.3K | 411.9K | — | 174.7K | 52.0K | 1.15M | 35.92% | ↗ |
| 63 | 2019 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 379.0K | 73.6K | 360.5K | — | 155.4K | 58.0K | 1.03M | 35.12% | ↗ |
| 64 | 2019 | Justin B. Palfreyman Vice President, Strategy & Business Development | 293.6K | 51.9K | 180.1K | — | 107.1K | 38.3K | 671.0K | 26.84% | ↗ |
| 65 | 2019 | David H. Anderson President and Chief Executive Officer | — | — | — | — | — | — | — | — | ↗ |
| 66 | 2019 | Justin B. Palfreyman Vice President, Strategy Business Development | — | — | — | — | — | — | — | — | ↗ |
| 67 | 2019 | Kimberly A. Heiting Senior Vice President, Operations and Chief Marketing Officer | — | — | — | — | — | — | — | — | ↗ |
| 68 | 2019 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | — | — | — | — | — | — | — | — | ↗ |
| 69 | 2019 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | — | — | — | — | — | — | — | — | ↗ |
| 70 | 2018 | David H. Anderson President and Chief Executive Officer | 679.2K | 227.5K | 992.5K | — | 423.5K | 1.31M | 3.63M | 27.34% | ↗ |
| 71 | 2018 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | 410.8K | 181.8K | 304.8K | — | 153.2K | 42.8K | 1.09M | 27.87% | ↗ |
| 72 | 2018 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 367.0K | 78.1K | 304.8K | — | 136.9K | 101.7K | 988.5K | 30.83% | ↗ |
| 73 | 2018 | Kimberly A. Heiting Senior Vice President, Operations and Chief Marketing Officer | 300.0K | 58.1K | 223.6K | — | 98.9K | 116.4K | 797.0K | 28.06% | ↗ |
| 74 | 2018 | Justin B. Palfreyman Vice President, Strategy & Business Development | 282.5K | 55.4K | 162.3K | — | 93.6K | 46.0K | 639.9K | 25.37% | ↗ |
| 75 | 2018 | Lea Anne Doolittle Senior Vice President and Chief Administrative Officer | 309.3K | 54.5K | 223.6K | — | 102.5K | 76.5K | 561.6K | 39.81% | ↗ |
| 76 | 2017 | David H. Anderson President and Chief Executive Officer | 641.7K | 173.3K | 834.9K | — | 437.7K | 1.10M | 3.19M | 26.20% | ↗ |
| 77 | 2017 | Frank H. Burkhartsmeyer Senior Vice President and Chief Financial Officer | 248.6K | 140.7K | 631.3K | — | 101.3K | 13.0K | 1.13M | 55.63% | ↗ |
| 78 | 2017 | Lea Anne Doolittle Senior Vice President and Chief Administrative Officer | 299.5K | 44.9K | 189.6K | — | 108.1K | 347.2K | 989.3K | 19.17% | ↗ |
| 79 | 2017 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 355.2K | 60.8K | 278.1K | — | 144.2K | 46.1K | 884.4K | 31.45% | ↗ |
| 80 | 2017 | Justin B. Palfreyman Vice President, Strategy & Business Development | 270.8K | 102.2K | 178.6K | — | 98.8K | 25.8K | 676.2K | 26.41% | ↗ |
| 81 | 2016 | David H. Anderson President and Chief Executive Officer | 506.3K | 225.8K | 642.9K | — | 441.2K | 864.1K | 2.68M | 23.99% | ↗ |
| 82 | 2016 | MardiLyn Saathoff Senior Vice President, Regulation and General Counsel | 339.0K | 47.3K | 475.6K | — | 152.7K | 50.7K | 1.07M | 44.64% | ↗ |
| 83 | 2016 | Lea Anne Doolittle Senior Vice President and Chief Administrative Officer | 290.7K | 35.5K | 187.4K | — | 114.5K | 370.8K | 998.9K | 18.76% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Justin Palfreyman | President, Chief Executive Officer & Director | 2M | male |
| Raymond J. Kaszuba | Senior Vice President & Chief Financial Officer | 1M | male |
| MardiLyn Saathoff | Chief Legal Officer & Senior VP of Regulation | 816.5K | female |
| Brody J. Wilson | Vice President, Chief Accounting Officer, Controller & Treasurer | 689.7K | male |
| Megan H. Berge | Senior VP, General Counsel, Chief Compliance Officer & Corporate Secretary | 686.2K | female |
| Brian Fellon | Vice President, Chief Information Officer & Chief Information Security Officer | — | male |
| Kathryn Williams | Vice President, Chief Public Affairs & Sustainability Officer | — | female |
| Melinda Rogers | Vice President & Chief Human Resources and Diversity Officer | — | female |
| Nikki Sparley | Director of Investor Relations & Treasury | — | female |
| Kyra Patterson | Vice President & Chief People Officer | — | female |
| Transaction Date | Disclosed | Senator | State | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2015-07-21 | 2015-08-04 | Thomas R. Carper | DE | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2024-11-15 | 2024-12-09 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-08-15 | 2024-09-06 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-05-15 | 2024-06-06 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-15 | 2024-03-12 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-11-15 | 2023-12-04 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-08-15 | 2023-09-06 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-05-15 | 2023-06-08 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2023-02-15 | 2023-03-09 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-11-15 | 2022-12-04 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-08-15 | 2022-09-05 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-05-13 | 2022-06-07 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-02-15 | 2022-03-22 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2022-01-28 | 2022-02-07 | Earl Blumenauer | OR03 | Spouse | Sale (Partial) | $15,001 - $50,000 | ↗ |
| 2021-11-15 | 2021-11-22 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2021-08-13 | 2021-08-20 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2021-05-14 | 2021-05-27 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2021-02-12 | 2021-03-05 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-11-13 | 2020-12-07 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-08-14 | 2020-08-24 | Earl Blumenauer | OR03 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2020-08-11 | 2020-09-10 | Earl Blumenauer | OR03 | Self | Sale (Full) | $50,001 - $100,000 | ↗ |
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Community Opinion for NWN
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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