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Option Care Health, Inc. (OPCH)
USD22.09
+0.74 (+3.47%)
US NASDAQ Healthcare Medical - Care Facilities
Address
3000 Lakeside Drive 60015
Bannockburn, IL, US
Bannockburn, IL, US
CEO
Luke Whitworth
Website
optioncarehealth.com
IPO
1996-08-15
CIK 1014739 ISIN US68404L2016
Description
Option Care Health, Inc. delivers infusion services to patients in their homes and other non-hospital settings throughout the United States. The company offers a broad spectrum of specialized infusion treatments, including therapies for various infections, management of heart failure, and comprehensive nutritional support (both intravenous and tube feeding) for individuals with acute or chronic conditions such as stroke, cancer, and digestive illnesses. They also provide immunoglobulin infusions for immune system deficiencies and treatments targeting chronic inflammatory disorders like Crohn's disease, plaque psoriasis, psoriatic arthritis, rheumatoid arthritis, and ulcerative colitis. Furthermore, Option Care Health assists in managing the progression of neurological conditions such as amyotrophic lateral sclerosis (ALS) and Duchenne muscular dystrophy. They also administer infusion therapies for bleeding disorders and provide crucial support for women experiencing high-risk pregnancies. Other specialized infusion services encompass pain relief, chemotherapy, and respiratory care. Complementing these medical offerings, the company provides professional nursing services. Option Care Health, Inc. maintains its primary corporate office in Bannockburn, Illinois.
News Sentiment (7d)
Based on only 1 article — low confidence
Market Cap & Enterprise Value
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD22.09
+0.74 (+3.47%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
0.65
Float Shares
146.66M
Free Float %
93.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -3.32% | -3.97% | -31.62% | -42.40% | -31.71% | -37.76% | -37.76% | -26.47% | +16.65% | +90.67% | -60.34% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (14 ratings, all time)
Buy
Price Targets & DCF
Current price
22.09
Low
26.00
+17.7%
Consensus
32.38
+46.6%
Median
31.00
+40.3%
High
39.00
+76.6%
DCF (Unlevered)
82.64
+274.1%
DCF (Levered)
86.36
+291.0%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
85% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 4 | 0 |
| Buy | 7 | 0 |
| Hold | 2 | +1 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 6 |
30.83
+39.6%
|
| Last Quarter | 6 |
30.83
+39.6%
|
| Last Year | 14 |
35.00
+58.4%
|
| All Time | 21 |
34.38
+55.6%
|
Quality scores
Altman Z-Score
3.12
Safe zone
Piotroski F-Score
8 / 9
Strong
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
4 / 5
High
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Medical - Care Facilities: +10.2%+13.0% ★ Q1'26: +1.3% (vs Q1'25)
-
EPS growth Medical - Care Facilities: +19.2%+3.3% Q1'26: +3.6% (vs Q1'25)
-
FCF margin FCF growth · Medical - Care Facilities: +32.0%+3.0% Q1'26: -1.6% (vs Q1'25)
-
EBIT margin Medical - Care Facilities: +11.3%+6.0% Q1'26: +5.7% (vs Q1'25)
-
ROIC Medical - Care Facilities: +6.8%+22.7% ★ Q1'26: +19.5% (vs Q1'25)
-
Share dilution Medical - Care Facilities: +0.0%-5.5% ★ Q1'26: -5.2% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Medical - Care Facilities: 0.99×0.00× ★ Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
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.
Consensus Estimates
| Metric |
Dec 2003 actual |
Dec 2004 actual |
Dec 2009 actual |
Dec 2013 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 9 Rev. Ana. 8 EPS Ana. |
Dec 2027 9 Rev. Ana. 8 EPS Ana. |
Dec 2028 7 Rev. Ana. 5 EPS Ana. |
Dec 2029 3 Rev. Ana. 1 EPS Ana. |
Dec 2030 6 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
588.77M
est: 606.40M (-2.9%)
|
630.52M
est: 992.17M (-36.5%)
|
1.33B
est: 740.69M (+79.5%)
|
696.47M
est: 3.55B (-80.4%)
|
982.22M
est: 1.01B (-2.9%)
|
935.59M
est: 930.60M (+0.5%)
|
817.19M
est: 805.94M (+1.4%)
|
1.94B
est: 713.90M (+171.7%)
|
2.31B
est: 2.09B (+10.4%)
|
3.03B
est: 3.02B (+0.4%)
|
3.44B
est: 3.43B (+0.3%)
|
3.94B
est: 3.94B (+0.1%)
|
4.30B
est: 4.59B (-6.3%)
|
5.00B
est: 4.94B (+1.2%)
|
5.65B
est: 5.65B (+0.1%)
|
5.73B
5.71B – 5.76B
+1.4% YoY
|
6.13B
6.07B – 6.19B
+7.1% YoY
|
6.66B
6.66B – 6.66B
+8.7% YoY
|
7.21B
7.14B – 7.29B
+8.2% YoY
|
7.70B
7.63B – 7.79B
+6.9% YoY
|
| EBITDA |
21.11M
est: 20.81M (+1.4%)
|
17.32M
est: 16.68M (+3.8%)
|
22.27M
est: 22.55M (-1.2%)
|
-24.24M
est: -384.71M (+93.7%)
|
-266.55M
est: 81.82M (-425.8%)
|
53.50M
est: 75.24M (-28.9%)
|
66.34M
est: 65.16M (+1.8%)
|
78.11M
est: 57.72M (+35.3%)
|
53.40M
est: 169.23M (-68.4%)
|
180.42M
est: 244.25M (-26.1%)
|
252.30M
est: 269.87M (-6.5%)
|
325.01M
est: 266.52M (+21.9%)
|
472.19M
est: 382.94M (+23.3%)
|
396.13M
est: 412.20M (-3.9%)
|
408.60M
est: 470.98M (-13.2%)
|
477.69M
476.02M – 480.20M
+1.4% YoY
|
511.58M
506.56M – 516.60M
+7.1% YoY
|
555.91M
555.91M – 555.91M
+8.7% YoY
|
601.24M
595.68M – 607.86M
+8.2% YoY
|
642.54M
636.60M – 649.61M
+6.9% YoY
|
| EBIT |
16.03M
est: 16.04M (-0.1%)
|
12.29M
est: 12.06M (+2.0%)
|
17.24M
est: 9.18M (+87.9%)
|
-44.47M
est: -13.54M (-228.4%)
|
-289.41M
est: 63.72M (-554.2%)
|
31.48M
est: 58.59M (-46.3%)
|
38.62M
est: 50.75M (-23.9%)
|
37.06M
est: 44.95M (-17.6%)
|
-4.47M
est: 131.79M (-103.4%)
|
102.53M
est: 190.21M (-46.1%)
|
183.50M
est: 207.29M (-11.5%)
|
259.57M
est: 202.27M (+28.3%)
|
409.99M
est: 312.92M (+31.0%)
|
332.63M
est: 336.82M (-1.2%)
|
337.91M
est: 384.86M (-12.2%)
|
390.34M
388.97M – 392.39M
+1.4% YoY
|
418.03M
413.93M – 422.14M
+7.1% YoY
|
454.25M
454.25M – 454.26M
+8.7% YoY
|
491.29M
486.75M – 496.70M
+8.2% YoY
|
525.04M
520.19M – 530.82M
+6.9% YoY
|
| Net Income |
9.13M
est: 9.13M (+0.0%)
|
7.03M
est: 6.87M (+2.4%)
|
54.10M
est: 300.75M (-82.0%)
|
-69.65M
est: -626.24M (+88.9%)
|
-300.13M
est: -200.50M (-49.7%)
|
-42.77M
est: -271.94M (+84.3%)
|
-64.20M
est: -271.94M (+76.4%)
|
-6.12M
est: -247.91M (+97.5%)
|
-75.92M
est: -106.47M (+28.7%)
|
-8.08M
est: -12.39M (+34.8%)
|
139.90M
est: 99.55M (+40.5%)
|
150.56M
est: 152.89M (-1.5%)
|
267.09M
est: 197.01M (+35.6%)
|
211.82M
est: 211.25M (+0.3%)
|
207.59M
est: 281.66M (-26.3%)
|
299.76M
291.57M – 307.95M
+6.4% YoY
|
337.97M
326.43M – 349.51M
+12.7% YoY
|
378.41M
356.34M – 400.47M
+12.0% YoY
|
406.78M
401.89M – 412.60M
+7.5% YoY
|
450.89M
445.47M – 457.34M
+10.8% YoY
|
| SGA |
50.63M
est: 52.18M (-3.0%)
|
52.84M
est: 50.62M (+4.4%)
|
131.95M
est: 363.93M (-63.7%)
|
47.90M
est: 1.24B (-96.1%)
|
42.47M
est: 147.46M (-71.2%)
|
38.80M
est: 135.61M (-71.4%)
|
39.63M
est: 117.44M (-66.3%)
|
345.88M
est: 104.03M (+232.5%)
|
459.63M
est: 305.01M (+50.7%)
|
500.20M
est: 440.22M (+13.6%)
|
525.71M
est: 651.72M (-19.3%)
|
566.12M
est: 491.87M (+15.1%)
|
607.43M
est: 628.44M (-3.3%)
|
630.25M
est: 676.44M (-6.8%)
|
682.45M
est: 772.91M (-11.7%)
|
783.93M
781.18M – 788.04M
+1.4% YoY
|
839.53M
831.29M – 847.78M
+7.1% YoY
|
912.28M
912.28M – 912.28M
+8.7% YoY
|
986.67M
977.54M – 997.53M
+8.2% YoY
|
1.05B
1.04B – 1.07B
+6.9% YoY
|
| EPS |
1.64
est: 1.94 (-15.5%)
|
1.28
est: 1.36 (-5.9%)
|
5.56
est: 3.51 (+58.4%)
|
-4.32
est: 2.64 (-263.6%)
|
-17.45
est: -1.16 (-1,404.3%)
|
-1.77
est: -1.57 (-12.5%)
|
-2.02
est: -1.57 (-28.4%)
|
-1.62
est: -1.43 (-12.9%)
|
-0.49
est: -0.62 (+20.5%)
|
-0.04
est: -0.07 (+37.8%)
|
0.78
est: 0.65 (+20.2%)
|
0.83
est: 0.83 (+0.2%)
|
1.49
est: 1.20 (+23.7%)
|
1.23
est: 1.31 (-6.2%)
|
1.28
est: 1.73 (-26.0%)
|
1.83
1.78 – 1.89
+6.1% YoY
|
2.06
2.00 – 2.14
+12.2% YoY
|
2.31
2.18 – 2.45
+12.2% YoY
|
2.49
2.46 – 2.53
+7.8% YoY
|
2.76
2.73 – 2.80
+10.8% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | Morgan Stanley | Overweight | Overweight | Maintain |
| 2026-05-04 | JP Morgan | Overweight | Overweight | Maintain |
| 2026-05-01 | UBS | Buy | Buy | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-07 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 5/5 | 4/5 | 4/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B+ | 3/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
257.15M
OE per share TTM
1.57
Owner's Yield
8.28%
Maintenance CapEx ratio
18.19%
Maint CapEx / Avg PPE
4.5%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
103
Total invested
354.96M
Insider transactions (90d)
1
Beneficial owners (>5%)
35
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HC Group Holdings I, LLC | 37.25M | 20.70% | — | 37.25M | — | 37.25M | OO | — | 2021-12-20 | ↗ |
| 2 | OCH US Holding LLC | 37.25M | 20.70% | — | 37.25M | — | 37.25M | HC, OO | — | 2021-12-20 | ↗ |
| 3 | WBA Investments, Inc. | 37.25M | 20.70% | — | 37.25M | — | 37.25M | HC, CO | — | 2021-12-20 | ↗ |
| 4 | WBA US 1 Co. | 37.25M | 20.70% | — | 37.25M | — | 37.25M | HC, CO | — | 2021-12-20 | ↗ |
| 5 | Walgreens Boots Alliance, Inc. | 37.25M | 20.70% | — | 37.25M | — | 37.25M | HC, CO | — | 2021-12-20 | ↗ |
| 6 | Abigail P. Johnson | 18.82M | 10.46% | — | — | 18.82M | — | IN | Delaware | 2022-04-11 | ↗ |
| 7 | FMR LLC | 18.82M | 10.46% | 18.71M | — | 18.82M | — | HC | Delaware | 2022-04-11 | ↗ |
| 8 | (1) BlackRock, Inc. | 18.30M | 10.10% | 17.94M | — | 18.30M | — | HC | Delaware | 2022-09-08 | ↗ |
| 9 | Gilder, Gagnon, Howe & Co. LLC | 15.75M | 2.25% | — | — | — | — | BD | New York | 2019-09-10 | ↗ |
| 10 | The Vanguard Group - 23-1945930 | 13.98M | 7.77% | — | 120.1K | 13.74M | 237.5K | IA | Pennsylvania | 2022-02-10 | ↗ |
| 11 | 52-0556948 | 10.05M | 5.50% | 2.83M | — | 10.05M | — | IA | Maryland | 2022-02-14 | ↗ |
| 12 | Wellington Group Holdings LLP | 9.92M | 5.80% | — | 8.66M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 13 | Wellington Investment Advisors Holdings LLP | 9.92M | 5.80% | — | 8.66M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 14 | Wellington Management Group LLP | 9.92M | 5.80% | — | 8.66M | — | — | HC | Massachusetts | 2024-11-08 | ↗ |
| 15 | Wellington Management Company LLP | 9.50M | 5.55% | — | 8.62M | — | — | IA | Massachusetts | 2024-11-08 | ↗ |
| 16 | Conan Laughlin | 8.50M | 7.20% | — | 8.50M | — | 8.50M | IN | United States | 2017-02-14 | ↗ |
| 17 | North Tide Capital, LLC | 8.50M | 7.20% | — | 8.50M | — | 8.50M | OO | Massachusetts | 2017-02-14 | ↗ |
| 18 | Ardsley Advisory Partners | 6.82M | 9.90% | — | 6.82M | — | — | IA, PN | Delaware | 2016-02-16 | ↗ |
| 19 | Philip J. Hempleman | 6.82M | 9.90% | — | 6.82M | — | — | IN | Delaware | 2016-02-16 | ↗ |
| 20 | Ardsley Partners I | 6.76M | 9.80% | — | 6.76M | — | — | PN | Delaware | 2016-02-16 | ↗ |
| 21 | North Tide Capital Master, LP | 6.75M | 5.70% | — | 6.75M | — | 6.75M | PN | Cayman Islands | 2017-02-14 | ↗ |
| 22 | 2. | 2.85M | 4.10% | — | 2.49M | — | 2.85M | IA | Minnesota | 2016-02-10 | ↗ |
| 23 | (. | 2.28M | 3.32% | 2.19M | — | 2.28M | — | IA | Delaware | 2016-02-09 | ↗ |
| 24 | Ardsley Partners Advanced Healthcare Fund, L.P. | 2.20M | 3.20% | — | 2.20M | — | — | PN | Delaware | 2016-02-16 | ↗ |
| 25 | Ardsley Partners Fund II, L.P. | 2.10M | 1.80% | — | 100.0K | — | 100.0K | PN | Delaware | 2017-02-14 | ↗ |
| 26 | Ardsley Partners Institutional Fund, L.P. | 2.08M | 3.00% | — | 2.08M | — | — | PN | Delaware | 2016-02-16 | ↗ |
| 27 | Kohlberg Investors V, L.P. | 1.33M | 1.94% | — | 1.33M | — | 538.3K | PN | Delaware | 2015-04-01 | ↗ |
| 28 | Partners | 90.0K | 0.07% | — | 90.0K | — | 90.0K | IA, PN | United States of America | 2018-01-26 | ↗ |
| 29 | Ardsley Healthcare Fund, L.P. | 60.0K | 0.10% | — | 60.0K | — | — | PN | Delaware | 2016-02-16 | ↗ |
| 30 | Kohlberg Offshore Investors V, L.P. | 36.1K | 0.05% | — | 36.1K | — | 36.1K | PN | Delaware | 2015-04-01 | ↗ |
| 31 | KOCO Investors V, L.P. | 23.8K | 0.03% | — | 23.8K | — | 23.8K | PN | Delaware | 2015-04-01 | ↗ |
| 32 | Management LLC | 10.00 | 1.99% | — | 2.54M | — | 2.54M | OO | (b) ☐ | 2018-02-14 | ↗ |
| 33 | applicable | 10.00 | 1.99% | — | 2.54M | — | 2.54M | IN | Each Reporting | 2018-02-14 | ↗ |
| 34 | Ardsley Partners US Equity UCITS Fund plc | — | 0.00% | — | — | — | — | PN | Delaware | 2016-02-16 | ↗ |
| 35 | Ardsley Ridgecrest Partners Fund, L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2016-02-16 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
103
-273 vs prev Q
New positions
12
Closed positions
274
Increased
45
Reduced
39
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 | — | 314.5K +314.5K (+100.0%) | 10.02B +10.0B (+100.0%) | 0.19% +0.193 pp | 8.79% +8.785 pp | USD31.86 +0.0% | 1 qtrs NEW |
| 2 | BLACKROCK, INC. | 19.87M -301.0K (-1.5%) | 633.03M +73.1M (+13.1%) | 12.16% -0.125 pp | 0.01% +0.001 pp | USD31.13 +2.3% | 6 qtrs — |
| 3 | VANGUARD GROUP INC | 16.65M -1.0M (-5.9%) | 530.39M +39.4M (+8.0%) | 10.19% -0.584 pp | 0.01% +0.000 pp | USD21.91 +45.4% | 24 qtrs — |
| 4 | WELLINGTON MANAGEMENT GROUP LLP | 11.97M -811.4K (-6.4%) | 381.22M +26.5M (+7.5%) | 7.32% -0.459 pp | 0.07% +0.005 pp | USD28.33 +12.5% | 11 qtrs — |
| 5 | FMR LLC | 9.33M +675.2K (+7.8%) | 297.38M +57.0M (+23.7%) | 5.71% +0.439 pp | 0.02% +0.003 pp | USD28.76 +10.8% | 24 qtrs — |
| 6 | DURABLE CAPITAL PARTNERS LP | 8.99M +1.6M (+21.0%) | 286.46M +80.2M (+38.9%) | 5.50% +0.977 pp | 2.71% +1.182 pp | USD33.24 -4.2% | 6 qtrs — |
| 7 | FULLER & THALER ASSET MANAGEMENT, INC. | 6.96M +752.1K (+12.1%) | 221.71M +49.4M (+28.7%) | 4.26% +0.479 pp | 0.75% +0.163 pp | USD31.21 +2.1% | 9 qtrs — |
| 8 | STATE STREET CORP | 5.79M -237.5K (-3.9%) | 184.46M +17.1M (+10.2%) | 3.54% -0.128 pp | 0.01% +0.000 pp | USD23.91 +33.2% | 24 qtrs — |
| 9 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4.25M +247.1K (+6.2%) | 135.35M +24.3M (+21.9%) | 2.60% +0.163 pp | 0.08% +0.009 pp | USD32.45 -1.8% | 7 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 4.12M -83.9K (-2.0%) | 131.20M +14.6M (+12.5%) | 2.52% -0.039 pp | 0.01% +0.001 pp | USD24.15 +31.9% | 24 qtrs — |
| 11 | DIMENSIONAL FUND ADVISORS LP | 3.84M +44.3K (+1.2%) | 122.37M +17.0M (+16.1%) | 2.35% +0.038 pp | 0.03% +0.003 pp | USD25.75 +23.7% | 24 qtrs — |
| 12 | MORGAN STANLEY | 3.41M +400.7K (+13.3%) | 108.65M +25.1M (+30.1%) | 2.09% +0.254 pp | 0.01% +0.001 pp | USD30.07 +6.0% | 24 qtrs — |
| 13 | SOUTHPOINT CAPITAL ADVISORS LP | 3.00M +3.0M (+100.0%) | 95.58M +95.6M (+100.0%) | 1.84% +1.836 pp | 2.22% +2.222 pp | USD31.86 +0.0% | 1 qtrs NEW |
| 14 | WESTFIELD CAPITAL MANAGEMENT CO LP | 2.77M +7.4K (+0.3%) | 88.10M +11.5M (+15.1%) | 1.69% +0.013 pp | 0.37% +0.046 pp | USD29.18 +9.2% | 19 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.43M -115.2K (-4.5%) | 77.27M +6.7M (+9.6%) | 1.48% -0.063 pp | 0.01% +0.001 pp | USD25.98 +22.6% | 24 qtrs — |
| 16 | PRICE T ROWE ASSOCIATES INC /MD/ | 2.06M -34.8K (-1.7%) | 65.68M +7.5M (+12.9%) | 1.26% -0.015 pp | 0.01% +0.001 pp | USD24.38 +30.7% | 24 qtrs — |
| 17 | NORTHERN TRUST CORP | 1.97M -185.8K (-8.6%) | 62.84M +2.9M (+4.9%) | 1.21% -0.107 pp | 0.01% +0.000 pp | USD21.90 +45.5% | 24 qtrs — |
| 18 | NORGES BANK | 1.94M +1.9M (+100.0%) | 61.79M +61.8M (+100.0%) | 1.19% +1.187 pp | 0.01% +0.007 pp | USD31.86 +0.0% | 1 qtrs NEW |
| 19 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.77M -191.7K (-9.8%) | 56.36M +2.0M (+3.6%) | 1.08% -0.112 pp | 0.05% +0.002 pp | USD29.01 +9.8% | 24 qtrs — |
| 20 | DUQUESNE FAMILY OFFICE LLC | 1.75M +768.3K (+78.6%) | 55.63M +28.5M (+105.0%) | 1.07% +0.473 pp | 1.24% +0.570 pp | USD31.29 +1.8% | 3 qtrs — |
| 21 | SWEDBANK AB | 1.73M -55.5K (-3.1%) | 54.99M +5.5M (+11.2%) | 1.06% -0.029 pp | 0.05% +0.003 pp | USD27.76 +14.8% | 2 qtrs — |
| 22 | BANK OF AMERICA CORP /DE/ | 1.70M -8.2K (-0.5%) | 54.07M +6.7M (+14.2%) | 1.04% +0.000 pp | 0.00% +0.001 pp | USD31.93 -0.2% | 24 qtrs — |
| 23 | CITADEL ADVISORS LLC | 1.67M +1.5M (+652.6%) | 53.32M +47.1M (+763.8%) | 1.02% +0.889 pp | 0.01% +0.007 pp | USD32.09 -0.7% | 24 qtrs — |
| 24 | NUVEEN, LLC | 1.56M +3.8K (+0.2%) | 49.85M +6.5M (+15.0%) | 0.96% +0.007 pp | 0.01% +0.002 pp | USD34.94 -8.8% | 4 qtrs — |
| 25 | BOSTON PARTNERS | 1.45M +252.8K (+21.1%) | 46.79M +13.6M (+40.9%) | 0.89% +0.158 pp | 0.05% +0.014 pp | USD32.77 -2.8% | 4 qtrs — |
| 26 | FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1.44M +166.7K (+13.1%) | 45.80M +10.5M (+29.8%) | 0.88% +0.106 pp | 0.24% +0.053 pp | USD28.66 +11.2% | 7 qtrs — |
| 27 | ALLIANCEBERNSTEIN L.P. | 1.35M +51.5K (+4.0%) | 43.02M +7.0M (+19.3%) | 0.83% +0.035 pp | 0.01% +0.002 pp | USD27.11 +17.5% | 24 qtrs — |
| 28 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1.31M +321.8K (+32.6%) | 42.13M +14.9M (+54.8%) | 0.80% +0.200 pp | 0.03% +0.011 pp | USD32.37 -1.6% | 11 qtrs — |
| 29 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.28M +39.9K (+3.2%) | 40.92M +6.4M (+18.5%) | 0.79% +0.028 pp | 0.01% +0.003 pp | USD27.59 +15.5% | 7 qtrs — |
| 30 | RIVERBRIDGE PARTNERS LLC | 1.26M -184.4K (-12.7%) | 40.22M +57.4K (+0.1%) | 0.77% -0.109 pp | 0.75% +0.076 pp | USD32.22 -1.1% | 10 qtrs — |
| 31 | LOOMIS SAYLES & CO L P | 1.25M +36.5K (+3.0%) | 39.74M +6.1M (+18.2%) | 0.76% +0.026 pp | 0.05% +0.008 pp | USD27.60 +15.4% | 18 qtrs — |
| 32 | GENEVA CAPITAL MANAGEMENT LLC | 1.23M -134.9K (-9.8%) | 39.35M +1.3M (+3.5%) | 0.76% -0.079 pp | 0.74% +0.087 pp | USD30.89 +3.1% | 6 qtrs — |
| 33 | ALYESKA INVESTMENT GROUP, L.P. | 1.21M +1.2M (+100.0%) | 38.56M +38.6M (+100.0%) | 0.74% +0.741 pp | 0.11% +0.109 pp | USD31.86 +0.0% | 1 qtrs NEW |
| 34 | JENNISON ASSOCIATES LLC | 1.16M -104.7K (-8.3%) | 37.08M +1.9M (+5.3%) | 0.71% -0.060 pp | 0.02% +0.002 pp | USD32.71 -2.6% | 17 qtrs — |
| 35 | BANK OF NEW YORK MELLON CORP | 1.10M -79.9K (-6.8%) | 34.98M +2.3M (+7.0%) | 0.67% -0.045 pp | 0.01% 0.000 pp | USD24.33 +30.9% | 24 qtrs — |
| 36 | UBS GROUP AG | 928.9K -236.6K (-20.3%) | 29.60M -2.8M (-8.5%) | 0.57% -0.141 pp | 0.00% 0.000 pp | USD28.73 +10.9% | 24 qtrs — |
| 37 | FREESTONE GROVE PARTNERS LP | 915.9K +915.9K (+100.0%) | 29.18M +29.2M (+100.0%) | 0.56% +0.561 pp | 0.21% +0.211 pp | USD31.86 +0.0% | 5 qtrs — |
| 38 | GOLDMAN SACHS GROUP INC | 912.8K +163.8K (+21.9%) | 29.08M +8.3M (+39.9%) | 0.56% +0.103 pp | 0.00% +0.001 pp | USD27.38 +16.4% | 24 qtrs — |
| 39 | VILLERE ST DENIS J & CO LLC | 831.1K -35.4K (-4.1%) | 26.48M +2.4M (+10.1%) | 0.51% -0.019 pp | 2.66% +0.342 pp | USD30.30 +5.1% | 13 qtrs — |
| 40 | GILDER GAGNON HOWE & CO LLC | 808.6K -14.9K (-1.8%) | 25.76M +2.9M (+12.7%) | 0.49% -0.007 pp | 0.27% +0.039 pp | USD10.29 +209.6% | 24 qtrs — |
| 41 | DEUTSCHE BANK AG\ | 788.2K +57.7K (+7.9%) | 25.11M +4.8M (+23.8%) | 0.48% +0.038 pp | 0.01% +0.001 pp | USD27.07 +17.7% | 24 qtrs — |
| 42 | AMUNDI | 748.1K +118.1K (+18.7%) | 23.84M +6.6M (+38.4%) | 0.46% +0.074 pp | 0.01% +0.001 pp | USD29.50 +8.0% | 16 qtrs — |
| 43 | JPMORGAN CHASE & CO | 740.8K -14.0K (-1.9%) | 23.60M +2.6M (+12.6%) | 0.45% -0.006 pp | 0.00% +0.000 pp | USD26.17 +21.7% | 24 qtrs — |
| 44 | ALLIANZ ASSET MANAGEMENT GMBH | 722.7K +680.3K (+1,603.8%) | 23.02M +21.8M (+1,855.5%) | 0.44% +0.417 pp | 0.02% +0.022 pp | USD31.78 +0.3% | 8 qtrs — |
| 45 | JUPITER ASSET MANAGEMENT LTD | 708.7K +184.8K (+35.3%) | 22.58M +8.0M (+55.3%) | 0.43% +0.115 pp | 0.18% +0.056 pp | USD28.83 +10.5% | 2 qtrs — |
| 46 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 662.5K +523.8K (+377.6%) | 21.11M +17.3M (+448.2%) | 0.41% +0.321 pp | 0.00% +0.002 pp | USD30.69 +3.8% | 24 qtrs — |
| 47 | TECA PARTNERS, LP | 573.2K -41.0K (-6.7%) | 18.26M +1.2M (+7.1%) | 0.35% -0.023 pp | 10.42% -0.337 pp | USD32.44 -1.8% | 4 qtrs — |
| 48 | INVESCO LTD. | 534.6K +87.7K (+19.6%) | 17.03M +4.6M (+37.3%) | 0.33% +0.055 pp | 0.00% +0.001 pp | USD30.67 +3.9% | 20 qtrs — |
| 49 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 521.5K -40.4K (-7.2%) | 16.61M +1.0M (+6.5%) | 0.32% -0.023 pp | 0.11% +0.011 pp | USD31.04 +2.6% | 3 qtrs — |
| 50 | UBS ASSET MANAGEMENT AMERICAS INC | 510.7K -19.5K (-3.7%) | 16.27M +1.6M (+10.5%) | 0.31% -0.010 pp | 0.00% +0.000 pp | USD27.12 +17.5% | 24 qtrs — |
| 51 | GABELLI FUNDS LLC | 503.3K +10.0K (+2.0%) | 16.04M +2.3M (+17.1%) | 0.31% +0.008 pp | 0.11% +0.016 pp | USD12.96 +145.8% | 24 qtrs — |
| 52 | ARVIN CAPITAL MANAGEMENT LP | 488.6K -253.8K (-34.2%) | 15.57M -5.0M (-24.5%) | 0.30% -0.153 pp | 2.93% -0.790 pp | USD32.35 -1.5% | 4 qtrs — |
| 53 | LEEWARD INVESTMENTS, LLC - MA | 488.4K +64.9K (+15.3%) | 15.56M +3.8M (+32.3%) | 0.30% +0.041 pp | 0.79% +0.187 pp | USD27.99 +13.8% | 7 qtrs — |
| 54 | RENAISSANCE TECHNOLOGIES LLC | 483.8K -680.7K (-58.5%) | 15.41M -16.9M (-52.3%) | 0.30% -0.413 pp | 0.02% -0.019 pp | USD31.75 +0.3% | 12 qtrs — |
| 55 | MILLENNIUM MANAGEMENT LLC | 481.0K -260.1K (-35.1%) | 15.32M -5.2M (-25.5%) | 0.29% -0.157 pp | 0.01% -0.002 pp | USD25.32 +25.8% | 24 qtrs — |
| 56 | PRINCIPAL FINANCIAL GROUP INC | 476.9K +26.7K (+5.9%) | 15.19M +2.7M (+21.6%) | 0.29% +0.018 pp | 0.01% +0.002 pp | USD28.48 +11.9% | 21 qtrs — |
| 57 | RHUMBLINE ADVISERS | 467.5K -71.1K (-13.2%) | 14.89M -55.6K (-0.4%) | 0.29% -0.042 pp | 0.01% +0.000 pp | USD24.58 +29.6% | 24 qtrs — |
| 58 | SUMMIT CREEK ADVISORS LLC | 463.5K -22.1K (-4.5%) | 14.77M +1.3M (+9.5%) | 0.28% -0.012 pp | 2.32% +0.359 pp | USD32.71 -2.6% | 11 qtrs — |
| 59 | HIGHTOWER ADVISORS, LLC | 452.6K +16.5K (+3.8%) | 14.42M +2.3M (+19.1%) | 0.28% +0.011 pp | 0.02% +0.002 pp | USD23.69 +34.5% | 20 qtrs — |
| 60 | D. E. SHAW & CO., INC. | 433.0K -959.1K (-68.9%) | 13.79M -24.8M (-64.3%) | 0.27% -0.583 pp | 0.01% -0.014 pp | USD31.60 +0.8% | 19 qtrs — |
| 61 | KORNITZER CAPITAL MANAGEMENT INC /KS | 424.6K +125.0 (+0.0%) | 13.53M +1.7M (+14.8%) | 0.26% +0.001 pp | 0.28% +0.044 pp | USD31.94 -0.3% | 10 qtrs — |
| 62 | BARCLAYS PLC | 378.4K +68.2K (+22.0%) | 12.06M +2.3M (+24.2%) | 0.23% +0.043 pp | 0.00% +0.000 pp | USD30.97 +2.9% | 16 qtrs — |
| 63 | GAMCO INVESTORS, INC. ET AL | 369.0K +99.2K (+36.8%) | 11.76M +4.3M (+57.0%) | 0.23% +0.062 pp | 0.11% +0.040 pp | USD25.62 +24.4% | 24 qtrs — |
| 64 | CRAWFORD FUND MANAGEMENT, LLC | 367.0K +367.0K (+100.0%) | 11.69M +11.7M (+100.0%) | 0.22% +0.225 pp | 1.54% +1.541 pp | USD31.86 +0.0% | 1 qtrs NEW |
| 65 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | 366.7K -249.5K (-40.5%) | 11.68M -5.4M (-31.7%) | 0.22% -0.151 pp | 0.04% -0.016 pp | USD27.16 +17.3% | 7 qtrs — |
| 66 | NEUBERGER BERMAN GROUP LLC | 366.2K -23.1K (-5.9%) | 11.67M +860.0K (+8.0%) | 0.22% -0.013 pp | 0.01% +0.001 pp | USD30.22 +5.4% | 6 qtrs — |
| 67 | SEGALL BRYANT & HAMILL, LLC | 361.5K +14.7K (+4.2%) | 11.52M +1.9M (+19.6%) | 0.22% +0.010 pp | 0.16% +0.028 pp | USD27.31 +16.7% | 18 qtrs — |
| 68 | PARK WEST ASSET MANAGEMENT LLC | 354.4K -410.1K (-53.6%) | 11.29M -9.9M (-46.8%) | 0.22% -0.249 pp | 0.94% -0.851 pp | USD21.72 +46.7% | 22 qtrs — |
| 69 | SWISS NATIONAL BANK | 320.0K +2.5K (+0.8%) | 10.20M +1.4M (+15.7%) | 0.20% +0.003 pp | 0.01% +0.001 pp | USD23.59 +35.1% | 24 qtrs — |
| 70 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 289.0K -23.6K (-7.6%) | 9.21M +528.9K (+6.1%) | 0.18% -0.014 pp | 0.01% +0.000 pp | USD31.72 +0.4% | 14 qtrs — |
| 71 | TWO SIGMA INVESTMENTS, LP | 273.9K -855.3K (-75.7%) | 8.73M -22.6M (-72.2%) | 0.17% -0.520 pp | 0.01% -0.034 pp | USD30.77 +3.5% | 13 qtrs — |
| 72 | POINT72 ASSET MANAGEMENT, L.P. | 273.4K +273.4K (+100.0%) | 8.71M +8.7M (+100.0%) | 0.17% +0.167 pp | 0.01% +0.010 pp | USD31.86 +0.0% | 1 qtrs NEW |
| 73 | RUSSELL INVESTMENTS GROUP, LTD. | 266.0K +40.1K (+17.7%) | 8.47M +2.2M (+35.1%) | 0.16% +0.025 pp | 0.01% +0.002 pp | USD33.49 -4.9% | 24 qtrs — |
| 74 | MAN GROUP PLC | 264.1K -109.7K (-29.4%) | 8.41M -2.0M (-18.9%) | 0.16% -0.066 pp | 0.01% -0.004 pp | USD29.25 +8.9% | 16 qtrs — |
| 75 | LEGAL & GENERAL GROUP PLC | 253.8K -21.0K (-7.7%) | 8.09M +456.3K (+6.0%) | 0.16% -0.012 pp | 0.00% +0.000 pp | USD25.78 +23.6% | 24 qtrs — |
| 76 | SEI INVESTMENTS CO | 245.9K -329.4K (-57.3%) | 7.83M -8.1M (-50.9%) | 0.15% -0.200 pp | 0.01% -0.009 pp | USD33.26 -4.2% | 19 qtrs — |
| 77 | RAYMOND JAMES FINANCIAL INC | 245.6K +19.0K (+8.4%) | 7.82M +1.5M (+24.4%) | 0.15% +0.012 pp | 0.00% +0.000 pp | USD30.35 +5.0% | 5 qtrs — |
| 78 | VICTORY CAPITAL MANAGEMENT INC | 245.2K -138.4K (-36.1%) | 7.81M -2.8M (-26.6%) | 0.15% -0.084 pp | 0.00% -0.002 pp | USD28.46 +11.9% | 24 qtrs — |
| 79 | COMPASS WEALTH MANAGEMENT LLC | 235.5K +3.5K (+1.5%) | 7.50M +1.1M (+16.5%) | 0.14% +0.003 pp | 1.87% +1.024 pp | USD30.68 +3.8% | 8 qtrs — |
| 80 | STALEY CAPITAL ADVISERS INC | 225.0K -75.0K (-25.0%) | 7.17M -1.2M (-13.9%) | 0.14% -0.045 pp | 0.30% -0.047 pp | USD15.70 +102.9% | 22 qtrs — |
| 81 | NICHOLAS COMPANY, INC. | 214.7K -36.4K (-14.5%) | 6.84M -129.3K (-1.9%) | 0.13% -0.022 pp | 0.12% +0.002 pp | USD31.93 -0.2% | 12 qtrs — |
| 82 | INTECH INVESTMENT MANAGEMENT LLC | 213.5K +25.4K (+13.5%) | 6.80M +1.6M (+30.2%) | 0.13% +0.016 pp | 0.06% +0.014 pp | USD28.01 +13.7% | 7 qtrs — |
| 83 | WELLS FARGO & COMPANY/MN | 207.9K +61.8K (+42.3%) | 6.62M +2.6M (+63.3%) | 0.13% +0.038 pp | 0.00% +0.000 pp | USD30.04 +6.1% | 24 qtrs — |
| 84 | VOYA INVESTMENT MANAGEMENT LLC | 194.4K -19.8K (-9.2%) | 6.19M +248.7K (+4.2%) | 0.12% -0.012 pp | 0.01% +0.000 pp | USD30.20 +5.5% | 24 qtrs — |
| 85 | AMERIPRISE FINANCIAL INC | 193.4K -133.2K (-40.8%) | 6.16M -2.9M (-32.0%) | 0.12% -0.081 pp | 0.00% -0.001 pp | USD30.55 +4.3% | 22 qtrs — |
| 86 | RETIREMENT SYSTEMS OF ALABAMA | 190.5K -5.7K (-2.9%) | 6.07M +622.3K (+11.4%) | 0.12% -0.003 pp | 0.02% +0.002 pp | USD27.44 +16.1% | 18 qtrs — |
| 87 | CITIGROUP INC | 165.5K -173.8K (-51.2%) | 5.27M -4.1M (-44.0%) | 0.10% -0.105 pp | 0.00% -0.002 pp | USD29.81 +6.9% | 24 qtrs — |
| 88 | MADISON ASSET MANAGEMENT, LLC | 163.7K +1.0K (+0.6%) | 5.21M +699.9K (+15.5%) | 0.10% +0.001 pp | 0.06% +0.010 pp | USD26.64 +19.6% | 7 qtrs — |
| 89 | METLIFE INVESTMENT MANAGEMENT, LLC | 163.0K -14.2K (-8.0%) | 5.19M +275.2K (+5.6%) | 0.10% -0.008 pp | 0.03% +0.002 pp | USD24.73 +28.8% | 24 qtrs — |
| 90 | ENVESTNET ASSET MANAGEMENT INC | 162.5K -18.6K (-10.3%) | 5.18M +149.5K (+3.0%) | 0.10% -0.011 pp | 0.00% +0.000 pp | USD32.90 -3.2% | 18 qtrs — |
| 91 | SOVEREIGN'S CAPITAL MANAGEMENT, LLC | 157.3K -11.3K (-6.7%) | 5.01M +332.0K (+7.1%) | 0.10% -0.006 pp | 3.04% +0.500 pp | USD26.83 +18.7% | 5 qtrs — |
| 92 | WEDGE CAPITAL MANAGEMENT L L P/NC | 153.4K +11.0K (+7.8%) | 4.89M +935.0K (+23.7%) | 0.09% +0.007 pp | 0.09% +0.021 pp | USD25.00 +27.4% | 5 qtrs — |
| 93 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 153.3K -454.0 (-0.3%) | 4.88M +615.9K (+14.4%) | 0.09% +0.000 pp | 0.00% +0.001 pp | USD19.39 +64.3% | 24 qtrs — |
| 94 | FRANKLIN RESOURCES INC | 152.6K -10.1K (-6.2%) | 4.86M +344.6K (+7.6%) | 0.09% -0.006 pp | 0.00% +0.000 pp | USD32.55 -2.1% | 14 qtrs — |
| 95 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 142.6K -9.4K (-6.2%) | 4.54M +324.1K (+7.7%) | 0.09% -0.005 pp | 0.05% +0.003 pp | USD28.62 +11.3% | 18 qtrs — |
| 96 | JANE STREET GROUP, LLC | 135.3K -292.3K (-68.4%) | 4.31M -7.6M (-63.7%) | 0.08% -0.178 pp | 0.00% -0.001 pp | USD31.00 +2.8% | 17 qtrs — |
| 97 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 132.3K +— (+0.0%) | 4.22M +542.5K (+14.8%) | 0.08% +0.000 pp | 0.01% +0.001 pp | USD28.06 +13.5% | 24 qtrs — |
| 98 | SEIZERT CAPITAL PARTNERS, LLC | 131.9K +4.3K (+3.4%) | 4.20M +661.0K (+18.7%) | 0.08% +0.003 pp | 0.18% +0.024 pp | USD29.99 +6.2% | 3 qtrs — |
| 99 | PHOCAS FINANCIAL CORP. | 130.7K +130.7K (+100.0%) | 4.16M +4.2M (+100.0%) | 0.08% +0.080 pp | 0.54% +0.541 pp | USD31.86 +0.0% | 1 qtrs NEW |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 174 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | VistaShares Target 15 DRUKMacro Distribution ETF DRKY | 2.78% | 553.8K | 0.95% |
| 2 | Sovereign's Capital Flourish Fund SOVF | 2.60% | 2.91M | 0.75% |
| 3 | State Street SPDR S&P Health Care Services ETF XHS | 1.62% | 3.30M | 0.35% |
| 4 | Militia Long/Short Equity ETF ORR | 1.23% | 1.70M | 14.19% |
| 5 | Thrivent Small-Mid Cap ESG ETF TSME | 1.05% | 10.21M | 0.65% |
| 6 | SRH U.S. Quality GARP ETF SRHQ | 0.90% | 1.54M | 0.35% |
| 7 | First Trust SMID Capital Strength ETF FSCS | 0.74% | 424.2K | 0.60% |
| 8 | Invesco S&P MidCap 400 Pure Growth ETF RFG | 0.69% | 2.41M | 0.35% |
| 9 | Applied Finance IVS US SMID ETF IVSS | 0.62% | 78.1K | 0.59% |
| 10 | Distillate Small/Mid Cash Flow ETF DSMC | 0.57% | 751.1K | 0.55% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
1
Shares acquired
—
Shares disposed
1.4K
Cash buys
—
Cash sales
—
Net activity
-1,396
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | Adewunmi Femi | Officer | F-InKind | D | Common Stock | 1,396 | 28.38 | 39.6K | 25,314 | D | ↗ |
| 2026-02-27 | Pate R Carter | Director | S-Sale | D | Common Stock | 30,287 | 32.05 | 970.6K | 11,623 | D | ↗ |
| 2026-02-27 | Bavaro Michael | Officer | S-Sale | D | Common Stock | 6,000 | 33.00 | 198.0K | 33,249 | D | ↗ |
| 2026-02-24 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 4,605 | 33.82 | 155.7K | 169,589 | D | ↗ |
| 2026-02-24 | Smyser Collin | Officer | F-InKind | D | Common Stock | 2,210 | 33.82 | 74.7K | 74,560 | D | ↗ |
| 2026-02-24 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 11,050 | 33.82 | 373.7K | 682,652 | D | ↗ |
| 2026-02-24 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 975 | 33.82 | 33.0K | 28,489 | D | ↗ |
| 2026-02-24 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 1,980 | 33.82 | 67.0K | 44,092 | D | ↗ |
| 2026-02-24 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 1,354 | 33.82 | 45.8K | 39,249 | D | ↗ |
| 2026-02-24 | Adewunmi Femi | Officer | F-InKind | D | Common Stock | 1,627 | 33.82 | 55.0K | 26,710 | D | ↗ |
| 2026-02-22 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 24,029 | 35.69 | 857.6K | 174,194 | D | ↗ |
| 2026-02-22 | Smyser Collin | Officer | F-InKind | D | Common Stock | 15,433 | 35.69 | 550.8K | 76,770 | D | ↗ |
| 2026-02-22 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 132,848 | 35.69 | 4.74M | 693,702 | D | ↗ |
| 2026-02-22 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 372 | 35.69 | 13.3K | 29,464 | D | ↗ |
| 2026-02-22 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 538 | 35.69 | 19.2K | 46,072 | D | ↗ |
| 2026-02-22 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 12,212 | 35.69 | 435.8K | 40,603 | D | ↗ |
| 2026-02-21 | RADEMACHER JOHN CHARLES | Director / Officer | M-Exempt | D | Restricted Stock Unit | 11,087 | 0.00 | — | 0 | D | ↗ |
| 2026-02-20 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 4,015 | 35.69 | 143.3K | 198,223 | D | ↗ |
| 2026-02-20 | Smyser Collin | Officer | F-InKind | D | Common Stock | 2,012 | 35.69 | 71.8K | 92,203 | D | ↗ |
| 2026-02-20 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 10,638 | 35.69 | 379.7K | 820,419 | D | ↗ |
| 2026-02-20 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 619 | 35.69 | 22.1K | 29,836 | D | ↗ |
| 2026-02-20 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 1,948 | 35.69 | 69.5K | 46,610 | D | ↗ |
| 2026-02-20 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 1,187 | 35.69 | 42.4K | 52,815 | D | ↗ |
| 2026-02-18 | Whitworth Luke | Officer | A-Award | A | Common Stock | 30,423 | 0.00 | — | 202,238 | D | ↗ |
| 2026-02-18 | Smyser Collin | Officer | A-Award | A | Common Stock | 15,213 | 0.00 | — | 94,215 | D | ↗ |
| 2026-02-18 | Sethna Meenal | Officer | A-Award | A | Common Stock | 27,045 | 0.00 | — | 82,112 | D | ↗ |
| 2026-02-18 | RADEMACHER JOHN CHARLES | Director / Officer | A-Award | A | Common Stock | 78,876 | 0.00 | — | 831,057 | D | ↗ |
| 2026-02-18 | Maggio Nicole | Officer | A-Award | A | Common Stock | 4,226 | 0.00 | — | 30,455 | D | ↗ |
| 2026-02-18 | Grashoff Christopher L. | Officer | A-Award | A | Common Stock | 12,678 | 0.00 | — | 48,558 | D | ↗ |
| 2026-02-18 | Bavaro Michael | Officer | A-Award | A | Common Stock | 9,579 | 0.00 | — | 54,002 | D | ↗ |
| 2026-02-18 | Adewunmi Femi | Officer | A-Award | A | Common Stock | 9,579 | 0.00 | — | 28,337 | D | ↗ |
| 2026-02-17 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 508 | 35.24 | 17.9K | 171,815 | D | ↗ |
| 2026-02-17 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 247 | 35.24 | 8.7K | 26,229 | D | ↗ |
| 2026-02-17 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 259 | 35.24 | 9.1K | 35,880 | D | ↗ |
| 2026-02-17 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 551 | 35.24 | 19.4K | 44,423 | D | ↗ |
| 2025-11-03 | KRAEMER HARRY M JANSEN JR | Director | P-Purchase | A | Common Stock | 38,000 | 25.98 | 987.4K | 413,390 | D | ↗ |
| 2025-10-01 | Sethna Meenal | Officer | A-Award | A | Common Stock | 55,067 | 0.00 | — | 55,067 | D | ↗ |
| 2025-09-09 | Wright Norman L. | Director | P-Purchase | A | Common Stock | 3,411 | 29.31 | 100.0K | 15,501 | D | ↗ |
| 2025-08-21 | SULLIVAN TIMOTHY P | Director | P-Purchase | A | Common Stock | 20,000 | 27.51 | 550.2K | 49,229 | D | ↗ |
| 2025-08-21 | GOLDING DAVID W | Director | P-Purchase | A | Common Stock | 1,000 | 27.63 | 27.6K | 116,525 | D | ↗ |
| 2025-08-20 | Pate R Carter | Director | P-Purchase | A | Common Stock | 750 | 27.19 | 20.4K | 41,910 | D | ↗ |
| 2025-08-20 | KRAEMER HARRY M JANSEN JR | Director | P-Purchase | A | Common Stock | 36,000 | 27.15 | 977.3K | 375,390 | D | ↗ |
| 2025-08-06 | Maggio Nicole | Officer | A-Award | A | Common Stock | 7,167 | 0.00 | — | 26,476 | D | ↗ |
| 2025-05-19 | Smyser Collin | Officer | M-Exempt | A | Common Stock | 10,384 | 0.00 | — | 89,715 | D | ↗ |
| 2025-05-14 | Wright Norman L. | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 12,090 | D | ↗ |
| 2025-05-14 | SULLIVAN TIMOTHY P | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 25,848 | D | ↗ |
| 2025-05-14 | Pate R Carter | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 41,160 | D | ↗ |
| 2025-05-14 | KRAEMER HARRY M JANSEN JR | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 331,368 | D | ↗ |
| 2025-05-14 | GOLDING DAVID W | Director | A-Award | A | Common Stock | 3,381 | 31.79 | 107.5K | 115,525 | D | ↗ |
| 2025-05-14 | Deckmann Natasha | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 21,534 | D | ↗ |
| 2025-05-14 | Bodem Barbara W. | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 12,090 | D | ↗ |
| 2025-05-14 | Bierbower Elizabeth D | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 23,874 | D | ↗ |
| 2025-05-14 | BRANDT ERIC | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 10,359 | D | ↗ |
| 2025-05-14 | BETTEN ELIZABETH QUADROS | Director | A-Award | A | Common Stock | 5,034 | 0.00 | — | 26,373 | D | ↗ |
| 2025-04-22 | Adewunmi Femi | Officer | F-InKind | D | Common Stock | 1,396 | 31.54 | 44.0K | 18,758 | D | ↗ |
| 2025-02-28 | Bavaro Michael | Officer | M-Exempt | D | Employee Stock Option (right to buy) | 2,153 | 23.96 | 51.6K | 2,153 | D | ↗ |
| 2025-02-24 | Whitworth Luke | Officer | A-Award | A | Common Stock | 31,173 | 0.00 | — | 172,323 | D | ↗ |
| 2025-02-24 | Smyser Collin | Officer | A-Award | A | Common Stock | 14,964 | 0.00 | — | 78,519 | D | ↗ |
| 2025-02-24 | SHAPIRO MICHAEL H. | Officer | A-Award | A | Common Stock | 31,173 | 0.00 | — | 311,933 | D | ↗ |
| 2025-02-24 | RADEMACHER JOHN CHARLES | Director / Officer | A-Award | A | Common Stock | 74,814 | 0.00 | — | 752,181 | D | ↗ |
| 2025-02-24 | Maggio Nicole | Officer | A-Award | A | Common Stock | 5,892 | 0.00 | — | 19,309 | D | ↗ |
| 2025-02-24 | Grashoff Christopher L. | Officer | A-Award | A | Common Stock | 13,404 | 0.00 | — | 36,139 | D | ↗ |
| 2025-02-24 | Bavaro Michael | Officer | A-Award | A | Common Stock | 10,599 | 0.00 | — | 61,231 | D | ↗ |
| 2025-02-24 | Adewunmi Femi | Officer | A-Award | A | Common Stock | 10,287 | 0.00 | — | 20,154 | D | ↗ |
| 2025-02-23 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 785 | 32.00 | 25.1K | 141,150 | D | ↗ |
| 2025-02-23 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 1,881 | 32.00 | 60.2K | 280,760 | D | ↗ |
| 2025-02-23 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 5,872 | 32.00 | 187.9K | 677,367 | D | ↗ |
| 2025-02-23 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 339 | 32.00 | 10.8K | 13,417 | D | ↗ |
| 2025-02-23 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 267 | 32.00 | 8.5K | 22,735 | D | ↗ |
| 2025-02-23 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 267 | 32.00 | 8.5K | 50,632 | D | ↗ |
| 2025-02-22 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 1,438 | 32.00 | 46.0K | 141,935 | D | ↗ |
| 2025-02-22 | Smyser Collin | Officer | F-InKind | D | Common Stock | 619 | 32.00 | 19.8K | 63,555 | D | ↗ |
| 2025-02-22 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 2,048 | 32.00 | 65.5K | 282,641 | D | ↗ |
| 2025-02-22 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 5,310 | 32.00 | 169.9K | 683,239 | D | ↗ |
| 2025-02-22 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 357 | 32.00 | 11.4K | 13,756 | D | ↗ |
| 2025-02-22 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 462 | 32.00 | 14.8K | 23,002 | D | ↗ |
| 2025-02-22 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 554 | 32.00 | 17.7K | 50,899 | D | ↗ |
| 2025-02-21 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 78,612 | 32.00 | 2.52M | 688,549 | D | ↗ |
| 2025-02-20 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 3,923 | 32.39 | 127.1K | 143,373 | D | ↗ |
| 2025-02-20 | Smyser Collin | Officer | F-InKind | D | Common Stock | 1,384 | 32.39 | 44.8K | 64,174 | D | ↗ |
| 2025-02-20 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 5,426 | 32.39 | 175.7K | 284,689 | D | ↗ |
| 2025-02-20 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 10,630 | 32.39 | 344.3K | 760,986 | D | ↗ |
| 2025-02-20 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 432 | 32.39 | 14.0K | 14,113 | D | ↗ |
| 2025-02-20 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 1,677 | 32.39 | 54.3K | 23,464 | D | ↗ |
| 2025-02-20 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 1,019 | 32.39 | 33.0K | 51,453 | D | ↗ |
| 2025-02-18 | Whitworth Luke | Officer | A-Award | A | Common Stock | 40,893 | 0.00 | — | 147,296 | D | ↗ |
| 2025-02-18 | Smyser Collin | Officer | A-Award | A | Common Stock | 23,676 | 0.00 | — | 65,558 | D | ↗ |
| 2025-02-18 | SHAPIRO MICHAEL H. | Officer | A-Award | A | Common Stock | 57,394 | 0.00 | — | 290,115 | D | ↗ |
| 2025-02-18 | RADEMACHER JOHN CHARLES | Director / Officer | A-Award | A | Common Stock | 157,830 | 0.00 | — | 771,616 | D | ↗ |
| 2025-02-18 | Bavaro Michael | Officer | A-Award | A | Common Stock | 17,219 | 0.00 | — | 52,472 | D | ↗ |
| 2025-02-17 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 7,195 | 31.46 | 226.4K | 106,403 | D | ↗ |
| 2025-02-17 | SHAPIRO MICHAEL H. | Officer | M-Exempt | D | Restricted Stock Unit | 3,652 | 0.00 | — | 3,652 | D | ↗ |
| 2025-02-17 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 172 | 31.46 | 5.4K | 14,545 | D | ↗ |
| 2025-02-17 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 223 | 31.46 | 7.0K | 25,141 | D | ↗ |
| 2025-02-17 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 6,791 | 31.46 | 213.6K | 35,253 | D | ↗ |
| 2024-11-08 | KRAEMER HARRY M JANSEN JR | Director | P-Purchase | A | Common Stock | 43,000 | 22.54 | 969.0K | 326,334 | D | ↗ |
| 2024-10-26 | RADEMACHER JOHN CHARLES | Director / Officer | M-Exempt | A | Common Stock | 31,216 | 0.00 | — | 627,615 | D | ↗ |
| 2024-10-21 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 3,785 | 30.51 | 115.5K | 114,095 | D | ↗ |
| 2024-10-21 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 7,570 | 30.51 | 231.0K | 256,835 | D | ↗ |
| 2024-10-21 | Maggio Nicole | Officer | F-InKind | D | Common Stock | 342 | 30.51 | 10.4K | 14,717 | D | ↗ |
| 2024-10-21 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 911 | 30.51 | 27.8K | 25,364 | D | ↗ |
| 2024-10-21 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 911 | 30.51 | 27.8K | 42,517 | D | ↗ |
| 2024-09-03 | Pate R Carter | Director | G-Gift | D | Common Stock | 67,342 | 0.00 | — | 37,591 | — | ↗ |
| 2024-08-22 | SULLIVAN TIMOTHY P | Director | S-Sale | D | Common Stock | 47,249 | 30.91 | 1.46M | 20,814 | — | ↗ |
| 2024-08-22 | SHAPIRO MICHAEL H. | Officer | M-Exempt | A | Common Stock | 23,217 | 18.97 | 440.4K | 270,534 | — | ↗ |
| 2024-08-21 | BETTEN ELIZABETH QUADROS | Director | S-Sale | D | Common Stock | 47,531 | 31.09 | 1.48M | 21,339 | — | ↗ |
| 2024-08-15 | Bavaro Michael | Officer | S-Sale | D | Common Stock | 5,765 | 31.42 | 181.1K | 43,428 | — | ↗ |
| 2024-08-01 | Maggio Nicole | Officer | — | D | Employee Stock Option (right to buy) | 3,852 | 23.96 | 92.3K | 0 | — | ↗ |
| 2024-05-19 | Smyser Collin | Officer | M-Exempt | A | Common Stock | 812 | 0.00 | — | 42,120 | — | ↗ |
| 2024-05-19 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 1,522 | 29.78 | 45.3K | 26,275 | — | ↗ |
| 2024-05-15 | Wright Norman L. | Director | A-Award | A | Common Stock | 5,325 | 0.00 | — | 7,056 | — | ↗ |
| 2024-05-15 | SULLIVAN TIMOTHY P | Director | A-Award | A | Common Stock | 5,325 | 0.00 | — | 68,063 | — | ↗ |
| 2024-05-15 | Pate R Carter | Director | A-Award | A | Common Stock | 5,325 | 0.00 | — | 104,933 | — | ↗ |
| 2024-05-15 | KRAEMER HARRY M JANSEN JR | Director | A-Award | A | Common Stock | 13,806 | 0.00 | — | 283,334 | — | ↗ |
| 2024-05-15 | GOLDING DAVID W | Director | A-Award | A | Common Stock | 6,219 | 0.00 | — | 107,110 | — | ↗ |
| 2024-05-15 | Deckmann Natasha | Director | A-Award | A | Common Stock | 5,985 | 0.00 | — | 16,500 | — | ↗ |
| 2024-05-15 | Bodem Barbara W. | Director | A-Award | A | Common Stock | 5,325 | 0.00 | — | 7,056 | — | ↗ |
| 2024-05-15 | Bierbower Elizabeth D | Director | A-Award | A | Common Stock | 5,325 | 0.00 | — | 18,840 | — | ↗ |
| 2024-05-15 | BRANDT ERIC | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-05-15 | BETTEN ELIZABETH QUADROS | Director | A-Award | A | Common Stock | 5,325 | 0.00 | — | 68,870 | — | ↗ |
| 2024-05-15 | ARLOTTA JOHN | Director | A-Award | A | Common Stock | 9,150 | 0.00 | — | 71,009 | — | ↗ |
| 2024-05-09 | Pate R Carter | Director | G-Gift | D | Common Stock | 6,504 | 0.00 | — | 99,608 | — | ↗ |
| 2024-04-22 | Adewunmi Femi | Officer | A-Award | A | Common Stock | 9,867 | 0.00 | — | 9,867 | — | ↗ |
| 2024-04-01 | Wright Norman L. | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 1,731 | — | ↗ |
| 2024-04-01 | Bodem Barbara W. | Director | A-Award | A | Common Stock | 1,731 | 0.00 | — | 1,731 | — | ↗ |
| 2024-03-09 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 1,373 | 32.34 | 44.4K | 117,880 | — | ↗ |
| 2024-02-28 | Bavaro Michael | Officer | S-Sale | D | Common Stock | 1,984 | 31.73 | 62.9K | 43,428 | — | ↗ |
| 2024-02-26 | KRAEMER HARRY M JANSEN JR | Director | P-Purchase | A | Common Stock | 35,000 | 31.55 | 1.10M | 269,528 | — | ↗ |
| 2024-02-23 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 7,798 | 32.24 | 251.4K | 119,253 | — | ↗ |
| 2024-02-23 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 25,109 | 32.24 | 809.5K | 247,317 | — | ↗ |
| 2024-02-23 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 99,252 | 32.24 | 3.20M | 596,399 | — | ↗ |
| 2024-02-23 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 217 | 32.24 | 7.0K | 27,797 | — | ↗ |
| 2024-02-23 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 217 | 32.24 | 7.0K | 45,412 | — | ↗ |
| 2024-02-22 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 978 | 32.55 | 31.8K | 127,616 | — | ↗ |
| 2024-02-22 | Smyser Collin | Officer | F-InKind | D | Common Stock | 619 | 32.55 | 20.1K | 41,308 | — | ↗ |
| 2024-02-22 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 1,270 | 32.55 | 41.3K | 272,426 | — | ↗ |
| 2024-02-22 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 5,295 | 32.55 | 172.4K | 695,651 | — | ↗ |
| 2024-02-22 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 375 | 32.55 | 12.2K | 28,014 | — | ↗ |
| 2024-02-22 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 450 | 32.55 | 14.6K | 45,629 | — | ↗ |
| 2024-02-21 | RADEMACHER JOHN CHARLES | Director / Officer | M-Exempt | D | Restricted Stock Unit | 11,087 | 0.00 | — | 22,174 | — | ↗ |
| 2024-02-20 | Whitworth Luke | Officer | A-Award | A | Common Stock | 16,696 | 0.00 | — | 101,687 | — | ↗ |
| 2024-02-20 | Smyser Collin | Officer | A-Award | A | Common Stock | 12,558 | 0.00 | — | 41,927 | — | ↗ |
| 2024-02-20 | SHAPIRO MICHAEL H. | Officer | A-Award | A | Common Stock | 58,432 | 0.00 | — | 237,819 | — | ↗ |
| 2024-02-20 | RADEMACHER JOHN CHARLES | Director / Officer | A-Award | A | Common Stock | 177,380 | 0.00 | — | 623,038 | — | ↗ |
| 2024-02-20 | Grashoff Christopher L. | Officer | A-Award | A | Common Stock | 11,961 | 0.00 | — | 28,389 | — | ↗ |
| 2024-02-20 | Bavaro Michael | Officer | A-Award | A | Common Stock | 17,738 | 0.00 | — | 38,903 | — | ↗ |
| 2024-02-17 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 362 | 33.93 | 12.3K | 84,991 | — | ↗ |
| 2024-02-17 | SHAPIRO MICHAEL H. | Officer | M-Exempt | A | Common Stock | 3,652 | 0.00 | — | 180,570 | — | ↗ |
| 2024-02-17 | Grashoff Christopher L. | Officer | F-InKind | D | Common Stock | 181 | 33.93 | 6.1K | 16,428 | — | ↗ |
| 2024-02-17 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 384 | 33.93 | 13.0K | 21,165 | — | ↗ |
| 2024-01-02 | Wright Norman L. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2024-01-02 | Bodem Barbara W. | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-12-06 | Grashoff Christopher L. | Officer | — | D | Common Stock | 0 | 0.00 | — | 16,609 | — | ↗ |
| 2023-10-30 | Bierbower Elizabeth D | Director | P-Purchase | A | Common Stock | 3,000 | 26.37 | 79.1K | 13,515 | — | ↗ |
| 2023-08-17 | Pate R Carter | Director | P-Purchase | A | Common Stock | 1,465 | 34.32 | 50.3K | 106,112 | — | ↗ |
| 2023-08-14 | Smyser Collin | Officer | P-Purchase | A | Common Stock | 2,500 | 34.69 | 86.7K | 2,500 | — | ↗ |
| 2023-08-11 | KRAEMER HARRY M JANSEN JR | Director | P-Purchase | A | Common Stock | 55,000 | 34.63 | 1.90M | 234,528 | — | ↗ |
| 2023-05-19 | Smyser Collin | Officer | M-Exempt | A | Common Stock | 812 | 0.00 | — | 16,623 | — | ↗ |
| 2023-05-17 | Sahney Nitin | Director | A-Award | A | Common Stock | 8,817 | 0.00 | — | 61,657 | — | ↗ |
| 2023-05-17 | SULLIVAN TIMOTHY P | Director | A-Award | A | Common Stock | 7,008 | 0.00 | — | 62,738 | — | ↗ |
| 2023-05-17 | Pate R Carter | Director | A-Award | A | Common Stock | 9,117 | 0.00 | — | 104,647 | — | ↗ |
| 2023-05-17 | KRAEMER HARRY M JANSEN JR | Director | A-Award | A | Common Stock | 12,630 | 0.00 | — | 179,528 | — | ↗ |
| 2023-05-17 | GOLDING DAVID W | Director | A-Award | A | Common Stock | 8,427 | 0.00 | — | 100,891 | — | ↗ |
| 2023-05-17 | Deckmann Natasha | Director | A-Award | A | Common Stock | 5,322 | 0.00 | — | 10,515 | — | ↗ |
| 2023-05-17 | Bierbower Elizabeth D | Director | A-Award | A | Common Stock | 5,322 | 0.00 | — | 10,515 | — | ↗ |
| 2023-05-17 | BETTEN ELIZABETH QUADROS | Director | A-Award | A | Common Stock | 7,185 | 0.00 | — | 63,545 | — | ↗ |
| 2023-05-17 | ARLOTTA JOHN | Director | A-Award | A | Common Stock | 8,694 | 0.00 | — | 61,859 | — | ↗ |
| 2023-03-15 | KRAEMER HARRY M JANSEN JR | Director | A-Award | A | Common Stock | 6,933 | 0.00 | — | 166,898 | — | ↗ |
| 2023-03-10 | Bavaro Michael | Officer | M-Exempt | A | Common Stock | 2,452 | 18.97 | 46.5K | 27,697 | — | ↗ |
| 2023-03-09 | Whitworth Luke | Officer | F-InKind | D | Common Stock | 1,373 | 31.72 | 43.6K | 75,981 | — | ↗ |
| 2023-03-09 | DENNESS RICHARD | Officer | F-InKind | D | Common Stock | 1,522 | 31.72 | 48.3K | 111,734 | — | ↗ |
| 2023-03-01 | Walgreens Boots Alliance, Inc. | 10% Owner | S-Sale | D | Common Stock | 15,475,166 | 30.30 | 468.90M | 10,771,926 | — | ↗ |
| 2023-02-23 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 2,421 | 31.90 | 77.2K | 176,918 | — | ↗ |
| 2023-02-23 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 11,679 | 31.90 | 372.6K | 268,074 | — | ↗ |
| 2023-02-23 | DENNESS RICHARD | Officer | F-InKind | D | Common Stock | 1,477 | 31.90 | 47.1K | 113,256 | — | ↗ |
| 2023-02-23 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 434 | 31.90 | 13.8K | 23,092 | — | ↗ |
| 2023-02-22 | Whitworth Luke | Officer | A-Award | A | Common Stock | 26,360 | 0.00 | — | 77,354 | — | ↗ |
| 2023-02-22 | Smyser Collin | Officer | A-Award | A | Employee Stock Option (right to buy) | 13,124 | 28.86 | 378.8K | 13,124 | — | ↗ |
| 2023-02-22 | SHAPIRO MICHAEL H. | Officer | A-Award | A | Employee Stock Option (right to buy) | 31,816 | 28.86 | 918.2K | 31,816 | — | ↗ |
| 2023-02-22 | RADEMACHER JOHN CHARLES | Director / Officer | A-Award | A | Employee Stock Option (right to buy) | 87,488 | 28.86 | 2.52M | 87,488 | — | ↗ |
| 2023-02-22 | DENNESS RICHARD | Officer | A-Award | A | Employee Stock Option (right to buy) | 15,112 | 28.86 | 436.1K | 15,112 | — | ↗ |
| 2023-02-22 | Bavaro Michael | Officer | A-Award | A | Employee Stock Option (right to buy) | 9,544 | 28.86 | 275.4K | 9,544 | — | ↗ |
| 2023-02-21 | RADEMACHER JOHN CHARLES | Director / Officer | F-InKind | D | Common Stock | 4,914 | 28.63 | 140.7K | 68,889 | — | ↗ |
| 2023-02-17 | SHAPIRO MICHAEL H. | Officer | F-InKind | D | Common Stock | 1,184 | 29.38 | 34.8K | 20,784 | — | ↗ |
| 2023-02-17 | DENNESS RICHARD | Officer | M-Exempt | A | Common Stock | 2,348 | 0.00 | — | 67,717 | — | ↗ |
| 2023-02-17 | Bavaro Michael | Officer | F-InKind | D | Common Stock | 384 | 29.38 | 11.3K | 9,663 | — | ↗ |
| 2023-01-16 | Whitworth Luke | Officer | — | D | Common Stock | 0 | 0.00 | — | 28,684 | — | ↗ |
| 2023-01-16 | Bavaro Michael | Officer | — | D | Employee Stock Option (right to buy) | 4,904 | 18.97 | 93.0K | — | — | ↗ |
| 2022-10-03 | Pate R Carter | Director | S-Sale | D | Common Stock | 1,928 | 31.97 | 61.6K | 95,530 | — | ↗ |
| 2022-09-01 | Pate R Carter | Director | S-Sale | D | Common Stock | 1,923 | 30.65 | 58.9K | 97,458 | — | ↗ |
| 2022-08-16 | WBA Investments, Inc. | Director | S-Sale | D | Common Stock | 11,000,000 | 33.01 | 363.11M | 26,247,092 | — | ↗ |
| 2022-08-01 | Pate R Carter | Director | S-Sale | D | Common Stock | 1,923 | 33.37 | 64.2K | 99,381 | — | ↗ |
| 2022-07-08 | Pate R Carter | Director | S-Sale | D | Common Stock | 1,923 | 30.00 | 57.7K | 101,304 | — | ↗ |
| 2022-06-06 | Booker Harriet | Officer | M-Exempt | D | Employee Stock Option (Right to Buy) | 5,249 | 10.12 | 53.1K | 0 | — | ↗ |
| 2022-06-01 | Pate R Carter | Director | S-Sale | D | Common Stock, par value $0.0001 | 1,923 | 30.54 | 58.7K | 107,070 | — | ↗ |
| 2022-05-20 | Sahney Nitin | Director | A-Award | A | Common Stock, par value $0.0001 | 8,604 | 0.00 | — | 52,840 | — | ↗ |
| 2022-05-20 | SULLIVAN TIMOTHY P | Director | A-Award | A | Common Stock, par value $0.0001 | 8,481 | 0.00 | — | 55,730 | — | ↗ |
| 2022-05-20 | Pate R Carter | Director | A-Award | A | Common Stock, par value $0.0001 | 8,898 | 0.00 | — | 110,275 | — | ↗ |
| 2022-05-20 | KRAEMER HARRY M JANSEN JR | Director | A-Award | A | Common Stock, par value $0.0001 | 9,555 | 0.00 | — | 159,965 | — | ↗ |
| 2022-05-20 | GOLDING DAVID W | Director | A-Award | A | Common Stock, par value $0.0001 | 8,223 | 0.00 | — | 92,464 | — | ↗ |
Executive team
Top executives
EBIT / Employee
42.2K
Shares Outstanding
156.45M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | John C. Rademacher President and Chief Executive Officer | 1.00M | — | 6.50M | — | 1.67M | 101.3K | 9.27M | 70.15% | ↗ |
| 2 | 2025 | Luke Whitworth Chief Operating Officer | 625.0K | — | 2.50M | — | 668.3K | 15.0K | 3.81M | 65.65% | ↗ |
| 3 | 2025 | Michael Shapiro Former Chief Financial Officer | 522.0K | — | 2.50M | — | 469.8K | 14.0K | 3.51M | 71.31% | ↗ |
| 4 | 2025 | Collin G. Smyser General Counsel and Corporate Secretary | 500.0K | — | 1.20M | — | 445.5K | 31.8K | 2.18M | 55.11% | ↗ |
| 5 | 2025 | Christopher L. Grashoff Chief Growth Officer | 407.8K | — | 1.08M | — | 331.0K | 45.8K | 1.86M | 57.81% | ↗ |
| 6 | 2025 | Meenal A. Sethna Chief Financial Officer | 165.1K | — | 1.50M | — | 148.7K | — | 1.81M | 82.70% | ↗ |
| 7 | 2024 | John C. Rademacher President and Chief Executive Officer | 1.00M | — | 6.00M | — | 1.21M | 13.8K | 8.22M | 72.97% | ↗ |
| 8 | 2024 | Michael Shapiro Former Chief Financial Officer | 611.6K | — | 3.00M | — | 489.9K | 13.8K | 4.12M | 72.90% | ↗ |
| 9 | 2024 | Michael Shapiro Chief Financial Officer | 611.6K | — | 3.00M | — | 489.9K | 13.8K | 4.12M | 72.90% | ↗ |
| 10 | 2024 | Luke Whitworth Chief Operating Officer | 608.0K | — | 2.25M | — | 547.2K | 13.8K | 3.42M | 65.81% | ↗ |
| 11 | 2024 | Collin G. Smyser General Counsel and Corporate Secretary | 488.7K | — | 1.05M | — | 357.3K | 13.8K | 1.91M | 55.00% | ↗ |
| 12 | 2024 | Christopher L. Grashoff Chief Growth Officer | 400.0K | — | 1.00M | — | 320.4K | 13.8K | 1.74M | 57.63% | ↗ |
| 13 | 2023 | John C. Rademacher President and Chief Executive Officer | 1.00M | — | 7.88M | 5.13M | 2.60M | 13.2K | 16.61M | 78.25% | ↗ |
| 14 | 2023 | Michael Shapiro Chief Financial Officer | 599.3K | 125.0K | 3.75M | 2.75M | 1.08M | 13.2K | 8.32M | 78.15% | ↗ |
| 15 | 2023 | Michael Shapiro Former Chief Financial Officer | 599.3K | 125.0K | 3.75M | 2.75M | 1.08M | 13.2K | 8.32M | 78.15% | ↗ |
| 16 | 2023 | Luke Whitworth Chief Operating Officer | 542.4K | — | 1.36M | 643.8K | 965.3K | 13.2K | 3.52M | 56.80% | ↗ |
| 17 | 2023 | Collin G. Smyser General Counsel and Corporate Secretary | 448.1K | 100.0K | 868.8K | 456.3K | 675.0K | — | 2.55M | 52.00% | ↗ |
| 18 | 2023 | Michael Bavaro Chief Human Resources Officer | 411.5K | 50.0K | 700.0K | 400.0K | 507.1K | 13.2K | 2.08M | 52.84% | ↗ |
| 19 | 2023 | Richard Denness Former Chief Commercial Officer | 448.1K | — | 712.5K | 237.5K | — | 371.6K | 1.77M | 53.68% | ↗ |
| 20 | 2022 | John C. Rademacher President and Chief Executive Officer | 953.8K | — | 3.19M | 1.06M | 1.54M | 11.2K | 6.75M | 62.92% | ↗ |
| 21 | 2022 | Michael Shapiro Chief Financial Officer | 579.3K | — | 1.05M | 350.0K | 700.0K | 11.2K | 2.69M | 52.03% | ↗ |
| 22 | 2022 | Harriet Booker Former Chief Operating Officer | 321.8K | — | 1.50M | — | — | 11.2K | 1.83M | 81.84% | ↗ |
| 23 | 2022 | Richard Denness Former Chief Commercial Officer | 446.0K | — | 675.0K | 225.0K | 410.0K | 11.2K | 1.77M | 50.93% | ↗ |
| 24 | 2022 | Richard Denness Chief Commercial Officer | 446.0K | — | 900.0K | — | 410.0K | 11.2K | 1.77M | 50.93% | ↗ |
| 25 | 2022 | Collin G. Smyser General Counsel and Corporate Secretary | 269.2K | 220.0K | 581.3K | 93.8K | 317.2K | — | 1.48M | 45.56% | ↗ |
| 26 | 2021 | John C. Rademacher President and Chief Executive Officer | 669.5K | — | 4.26M | 1.84M | 1.64M | 11.2K | 8.42M | 72.46% | ↗ |
| 27 | 2021 | John C. Rademacher Chief Executive Officer, President & Director | 669.5K | — | 6.10M | — | 626.9K | 11.2K | 7.41M | 82.35% | ↗ |
| 28 | 2021 | Harriet Booker Former Chief Operating Officer | 569.9K | — | 3.90M | — | 947.7K | 11.2K | 5.43M | 71.84% | ↗ |
| 29 | 2021 | Harriet Booker Chief Operating Officer | 569.9K | — | 3.90M | — | 533.6K | 11.2K | 5.01M | 77.77% | ↗ |
| 30 | 2021 | Michael Shapiro Chief Financial Officer | 538.7K | — | 1.56M | 740.0K | 915.3K | 11.2K | 3.77M | 61.09% | ↗ |
| 31 | 2021 | Richard Denness Chief Commercial Officer | 424.8K | — | 1.65M | — | 626.4K | 11.2K | 2.71M | 60.83% | ↗ |
| 32 | 2021 | Richard Denness Former Chief Commercial Officer | 424.8K | — | 1.10M | 547.5K | 626.4K | 11.2K | 2.71M | 60.83% | ↗ |
| 33 | 2021 | Rich Denness Chief Strategy Officer | 424.8K | — | 1.65M | — | 332.1K | 11.2K | 2.42M | 68.23% | ↗ |
| 34 | 2021 | Clifford Berman General Counsel | 384.8K | — | 400.0K | — | 189.9K | 9.9K | 984.6K | 40.63% | ↗ |
| 35 | 2020 | Harriet Booker Chief Operating Officer | 485.0K | — | 800.0K | — | 897.4K | 11.2K | 2.19M | 36.47% | ↗ |
| 36 | 2020 | Harriet Booker Former Chief Operating Officer | 485.0K | — | 800.0K | — | 533.6K | 11.2K | 1.83M | 43.72% | ↗ |
| 37 | 2020 | Rich Denness Chief Strategy Officer | 367.6K | — | 600.0K | — | 749.3K | 8.8K | 1.73M | 34.77% | ↗ |
| 38 | 2020 | Richard Denness Chief Commercial Officer | 367.6K | — | 600.0K | — | 332.1K | 8.8K | 1.31M | 45.85% | ↗ |
| 39 | 2020 | John C. Rademacher President and Chief Executive Officer | 499.6K | — | — | — | 626.9K | 11.1K | 1.14M | 0.00% | ↗ |
| 40 | 2020 | Michael Shapiro Chief Financial Officer | 392.5K | — | — | — | 431.8K | 11.2K | 835.5K | 0.00% | ↗ |
| 41 | 2020 | John C. Rademacher Chief Executive Officer, President & Director | 499.6K | — | — | — | 183.5K | 11.1K | 694.2K | 0.00% | ↗ |
| 42 | 2020 | Michael Shapiro Chief Financial Officer & Senior Vice President | 392.5K | 129.2K | — | — | — | 11.2K | 532.9K | 0.00% | ↗ |
| 43 | 2020 | Clifford Berman General Counsel | 300.2K | — | — | — | 64.3K | 8.6K | 373.1K | 0.00% | ↗ |
| 44 | 2019 | Daniel E. Greenleaf Former President & Chief Executive Officer | 476.0K | 313.6K | — | — | — | 759.1K | 1.55M | 0.00% | ↗ |
| 45 | 2019 | Harriet Booker Chief Operating Officer | 438.1K | — | 382.6K | — | 289.2K | — | 1.11M | 34.47% | ↗ |
| 46 | 2019 | Stephen Deitsch Former Senior Vice President, Chief Financial Officer & Treasury | 238.0K | 125.4K | — | — | — | 703.1K | 1.07M | 0.00% | ↗ |
| 47 | 2019 | Kathryn Stalmack Former Senior Vice President, General Counsel & Corporate Secretary | 214.5K | 113.0K | — | — | — | 635.0K | 962.5K | 0.00% | ↗ |
| 48 | 2019 | Rich Denness Chief Strategy Officer | 360.0K | — | 336.4K | — | 221.7K | — | 918.1K | 36.65% | ↗ |
| 49 | 2019 | John C. Rademacher Chief Executive Officer, President & Director | 486.5K | — | — | — | 358.5K | 11.2K | 856.2K | 0.00% | ↗ |
| 50 | 2019 | Michael Shapiro Chief Financial Officer | 382.6K | — | — | — | 246.7K | 11.0K | 640.3K | 0.00% | ↗ |
| 51 | 2019 | Michael Shapiro Chief Financial Officer & Senior Vice President | 382.6K | 246.7K | — | — | — | 11.0K | 640.3K | 0.00% | ↗ |
| 52 | 2019 | Clifford Berman General Counsel | 294.0K | — | — | — | 134.3K | 10.1K | 438.4K | 0.00% | ↗ |
| 53 | 2018 | Daniel E. Greenleaf President & Chief Executive Officer | 749.5K | — | 2.98M | 382.1K | — | — | 4.11M | 81.77% | ↗ |
| 54 | 2018 | Daniel E. Greenleaf Former President & Chief Executive Officer | 749.5K | — | 2.98M | 382.1K | — | — | 4.11M | 81.77% | ↗ |
| 55 | 2018 | Stephen Deitsch Senior Vice President, Chief Financial Officer & Treasurer | 375.0K | — | 752.4K | 76.4K | — | — | 1.20M | 68.85% | ↗ |
| 56 | 2018 | Stephen Deitsch Former Senior Vice President, Chief Financial Officer & Treasury | 375.0K | — | 752.4K | 76.4K | — | — | 1.20M | 68.85% | ↗ |
| 57 | 2018 | Harriet Booker Chief Operating Officer | 415.0K | — | 650.5K | — | — | — | 1.07M | 61.05% | ↗ |
| 58 | 2018 | Harriet Booker Senior Vice President, Chief Operating Officer | 415.0K | — | 650.5K | — | — | — | 1.07M | 61.05% | ↗ |
| 59 | 2018 | Kathryn Stalmack Senior Vice President, General Counsel and Corporate Secretary | 338.0K | — | 584.8K | 76.4K | — | — | 999.3K | 66.17% | ↗ |
| 60 | 2018 | Kathryn Stalmack Former Senior Vice President, General Counsel & Corporate Secretary | 338.0K | — | 584.8K | 76.4K | — | — | 999.3K | 66.17% | ↗ |
| 61 | 2018 | Jody Kepler Senior Vice President, Chief Compliance Officer | 230.4K | — | 130.7K | 76.4K | — | — | 437.5K | 47.34% | ↗ |
| 62 | 2017 | Daniel E. Greenleaf Former President & Chief Executive Officer | 725.0K | — | 1.15M | — | 268.3K | 25.0K | 2.17M | 53.13% | ↗ |
| 63 | 2017 | Daniel E. Greenleaf President & Chief Executive Officer | 725.0K | — | 1.15M | — | 268.3K | 25.0K | 2.17M | 53.13% | ↗ |
| 64 | 2017 | Jeffrey Kreger Former Senior Vice President, Chief Financial Officer & Treasurer | 189.9K | 100.0K | 153.0K | 103.4K | — | 395.0K | 941.3K | 27.24% | ↗ |
| 65 | 2017 | Stephen Deitsch Senior Vice President, Chief Financial Officer & Treasurer | 252.4K | — | 327.5K | 211.5K | 76.3K | — | 867.7K | 62.11% | ↗ |
| 66 | 2017 | Stephen Deitsch Former Senior Vice President, Chief Financial Officer & Treasury | 252.4K | — | 327.5K | 211.5K | 76.3K | — | 867.7K | 62.11% | ↗ |
| 67 | 2017 | Alex Schott Senior Vice President, Strategic Operations, Interim Chief Accounting Officer | 280.0K | 75.0K | 263.3K | 103.4K | 82.9K | — | 804.6K | 45.57% | ↗ |
| 68 | 2017 | Harriet Booker Chief Operating Officer | 30.3K | — | 86.9K | 293.8K | — | — | 411.1K | 92.62% | ↗ |
| 69 | 2017 | Harriet Booker Senior Vice President, Chief Operating Officer | 30.3K | — | 86.9K | 293.8K | — | — | 411.1K | 92.62% | ↗ |
| 70 | 2017 | Jody Kepler Senior Vice President, Chief Compliance Officer | 215.0K | — | — | 103.1K | 31.8K | — | 349.9K | 29.46% | ↗ |
| 71 | 2016 | Richard M. Smith Former President & Chief Executive Officer | 607.5K | — | — | — | — | 1.35M | 1.96M | 0.00% | ↗ |
| 72 | 2016 | Daniel E. Greenleaf President & Chief Executive Officer | 207.6K | — | 418.9K | 621.0K | 362.5K | 25.0K | 1.64M | 63.60% | ↗ |
| 73 | 2016 | J. Christian Luthin Former Senior Vice President, Chief Operating Officer | 290.2K | — | 52.0K | — | — | 395.0K | 737.2K | 7.05% | ↗ |
| 74 | 2016 | Brian Stiver Former Senior Vice President, Sales & Marketing | 231.9K | — | — | — | — | 300.0K | 531.9K | 0.00% | ↗ |
| 75 | 2016 | Jeffrey Kreger Former Senior Vice President, Chief Financial Officer & Treasurer | 395.0K | — | 47.4K | — | — | — | 442.4K | 10.71% | ↗ |
| 76 | 2016 | Jeffrey Kreger Senior Vice President, Chief Financial Officer & Treasurer | 395.0K | — | 47.4K | — | — | — | 442.4K | 10.71% | ↗ |
| 77 | 2016 | Britt Jeffcoat Vice President, Chief Accounting Officer | 241.3K | — | — | 15.5K | — | 116.4K | 373.2K | 4.15% | ↗ |
| 78 | 2016 | David Evans Senior Vice President, Chief Operating Officer | 331.5K | — | — | — | — | — | 331.5K | 0.00% | ↗ |
| 79 | 2016 | Alex Schott Senior Vice President, Strategic Operations | 75.0K | — | — | — | — | — | 75.0K | 0.00% | ↗ |
| 80 | 2016 | Alex Schott Senior Vice President, Strategic Operations, Interim Chief Accounting Officer | 75.0K | — | — | — | — | — | 75.0K | 0.00% | ↗ |
| 81 | 2015 | Jeffrey Kreger Senior Vice President, Chief Financial Officer & Treasurer | 265.9K | — | — | 653.6K | — | 145.7K | 1.07M | 61.36% | ↗ |
| 82 | 2015 | Jeffrey Kreger Chief Financial Officer & Treasurer | 265.9K | — | — | 653.6K | — | 145.7K | 1.07M | 61.36% | ↗ |
| 83 | 2015 | Jeffrey Kreger Former Senior Vice President, Chief Financial Officer & Treasurer | 265.9K | — | — | 653.6K | — | 145.7K | 1.07M | 61.36% | ↗ |
| 84 | 2015 | Thomas Pettit Former Senior Vice President, Chief Operating Officer | 368.7K | — | — | — | — | 435.0K | 803.7K | 0.00% | ↗ |
| 85 | 2015 | Richard M. Smith President & Chief Executive Officer | 650.0K | — | — | — | — | 102.7K | 752.7K | 0.00% | ↗ |
| 86 | 2015 | Richard M. Smith Former President & Chief Executive Officer | 650.0K | — | — | — | — | 102.7K | 752.7K | 0.00% | ↗ |
| 87 | 2015 | Patricia Bogusz Former Vice President, Finance & Principal Accounting Officer | 124.8K | — | — | — | — | 595.9K | 720.7K | 0.00% | ↗ |
| 88 | 2015 | Karen Cain Former Senior Vice President, Post-Acute Strategy Officer | 325.0K | — | — | 55.3K | — | — | 380.3K | 14.54% | ↗ |
| 89 | 2015 | David Evans Senior Vice President, Chief Operating Officer | 325.0K | — | — | 55.3K | — | — | 380.3K | 14.54% | ↗ |
| 90 | 2015 | David Evans Senior Vice President Strategic Operations & Reimbursement | 325.0K | — | — | 55.3K | — | — | 380.3K | 14.54% | ↗ |
| 91 | 2015 | Brian Stiver Senior Vice President, Sales & Marketing | 300.0K | — | — | 55.3K | — | — | 355.3K | 15.56% | ↗ |
| 92 | 2015 | Brian Stiver Former Senior Vice President, Sales & Marketing | 300.0K | — | — | 55.3K | — | — | 355.3K | 15.56% | ↗ |
| 93 | 2015 | Hai Tran Former Chief Financial Officer & Treasurer | 115.4K | — | — | — | — | 9.8K | 125.2K | 0.00% | ↗ |
| 94 | 2014 | Richard M. Smith President & Chief Executive Officer | 647.1K | — | — | 675.7K | — | 114.0K | 1.44M | 47.03% | ↗ |
| 95 | 2014 | Richard M. Smith Former President & Chief Executive Officer | 647.1K | — | — | 675.7K | — | 114.0K | 1.44M | 47.03% | ↗ |
| 96 | 2014 | Thomas Pettit Former Senior Vice President, Chief Operating Officer | 170.8K | — | — | 926.4K | — | 154.00 | 1.10M | 84.42% | ↗ |
| 97 | 2014 | Hai Tran Former Chief Financial Officer & Treasurer | 398.1K | — | — | 563.1K | — | 55.7K | 1.02M | 55.37% | ↗ |
| 98 | 2014 | David Evans Senior Vice President, Chief Operating Officer | 325.0K | — | — | 450.5K | — | 10.6K | 786.0K | 57.31% | ↗ |
| 99 | 2014 | David Evans Senior Vice President Strategic Operations & Reimbursement | 325.0K | — | — | 450.5K | — | 10.6K | 786.0K | 57.31% | ↗ |
| 100 | 2014 | Brian Stiver Former Senior Vice President, Sales & Marketing | 275.0K | — | — | 450.5K | — | 4.6K | 730.1K | 61.70% | ↗ |
| 101 | 2014 | Brian Stiver Senior Vice President, Sales & Marketing | 275.0K | — | — | 450.5K | — | 4.6K | 730.1K | 61.70% | ↗ |
| 102 | 2014 | Karen Cain Former Senior Vice President, Post-Acute Strategy Officer | 275.0K | — | — | 347.0K | — | 2.7K | 624.7K | 55.55% | ↗ |
| 103 | 2014 | Patricia Bogusz Former Vice President, Finance & Principal Accounting Officer | 275.0K | — | — | 194.6K | — | 3.9K | 473.6K | 41.10% | ↗ |
| 104 | 2013 | Richard M. Smith President & Chief Executive Officer | 703.4K | — | — | 1.48M | — | 140.1K | 2.33M | 63.77% | ↗ |
| 105 | 2013 | Hai Tran Former Chief Financial Officer & Treasurer | 436.5K | — | 1.19M | — | — | 45.8K | 1.67M | 71.14% | ↗ |
| 106 | 2013 | David Evans Senior Vice President Strategic Operations & Reimbursement | 325.0K | — | — | 556.7K | — | 10.3K | 892.0K | 62.41% | ↗ |
| 107 | 2013 | Brian Stiver Senior Vice President, Sales & Marketing | 275.0K | — | 594.3K | — | — | 4.7K | 874.0K | 68.00% | ↗ |
| 108 | 2013 | Patricia Bogusz Former Vice President, Finance & Principal Accounting Officer | 265.5K | — | — | 463.4K | — | 4.7K | 733.6K | 63.17% | ↗ |
| 109 | 2005 | Richard H. Friedman Executive Chairman | 698.3K | — | — | — | — | 21.6K | 719.9K | 0.00% | ↗ |
| 110 | 2005 | Henry F. Blissenbach President and Chief Executive Officer | 518.0K | 83.3K | — | — | — | 4.2K | 605.5K | 0.00% | ↗ |
| 111 | 2005 | Barry A. Posner Executive Vice President, General Counsel | 338.8K | 67.8K | — | — | — | 8.2K | 414.9K | 0.00% | ↗ |
| 112 | 2005 | Alfred Carfora Executive Vice President, Chief Operating Officer | 399.2K | — | — | — | — | — | 399.2K | 0.00% | ↗ |
| 113 | 2005 | Gregory H. Keane Executive Vice President, Chief Financial Officer and Treasurer | 260.0K | 54.8K | — | — | — | 4.0K | 318.9K | 0.00% | ↗ |
| 114 | 2005 | Anthony J. Zappa Executive Vice President | 259.6K | 54.0K | — | — | — | 2.8K | 316.4K | 0.00% | ↗ |
| 115 | 2004 | Henry F. Blissenbach President and Chief Executive Officer | 415.0K | 304.2K | — | — | — | 6.4K | 725.6K | 0.00% | ↗ |
| 116 | 2004 | Richard H. Friedman Executive Chairman | 675.6K | — | — | — | — | 22.9K | 698.5K | 0.00% | ↗ |
| 117 | 2004 | Richard H. Friedman Chairman, Chief Executive Officer | 675.6K | — | — | — | — | 20.3K | 695.9K | 0.00% | ↗ |
| 118 | 2004 | Alfred Carfora Executive Vice President, Chief Operating Officer | 373.8K | — | — | — | — | — | 373.8K | 0.00% | ↗ |
| 119 | 2004 | Alfred Carfora President, Chief Operating Officer | 373.8K | — | — | — | — | — | 373.8K | 0.00% | ↗ |
| 120 | 2004 | Anthony J. Zappa Executive Vice President | 241.5K | 94.6K | — | — | — | 5.2K | 341.3K | 0.00% | ↗ |
| 121 | 2004 | Barry A. Posner Executive Vice President, General Counsel | 326.0K | — | — | — | — | 6.1K | 332.1K | 0.00% | ↗ |
| 122 | 2004 | Barry A. Posner Executive Vice President, General Counsel and | 326.0K | — | — | — | — | 3.5K | 329.5K | 0.00% | ↗ |
| 123 | 2004 | Gregory H. Keane Executive Vice President, Chief Financial Officer and Treasurer | 210.0K | 112.0K | — | — | — | 6.2K | 328.1K | 0.00% | ↗ |
| 124 | 2004 | James S. Lusk Chief Financial Officer, Treasurer | 328.1K | — | — | — | — | — | 328.1K | 0.00% | ↗ |
| 125 | 2004 | Russell J. Corvese Executive Vice President, Operations | 233.7K | — | — | — | — | — | 233.7K | 0.00% | ↗ |
| 126 | 2003 | Henry F. Blissenbach President and Chief Executive Officer | 382.9K | 262.6K | 329.7K | — | — | 5.2K | 980.4K | 33.63% | ↗ |
| 127 | 2003 | Richard H. Friedman Executive Chairman | 593.4K | — | — | — | — | 26.1K | 619.5K | 0.00% | ↗ |
| 128 | 2003 | Richard H. Friedman Chairman, Chief Executive Officer | 593.4K | — | — | — | — | 23.7K | 617.1K | 0.00% | ↗ |
| 129 | 2003 | Gregory H. Keane Executive Vice President, Chief Financial Officer and Treasurer | 197.8K | 91.1K | 94.2K | — | — | 4.6K | 387.7K | 24.30% | ↗ |
| 130 | 2003 | Anthony J. Zappa Executive Vice President | 230.6K | 95.2K | 47.1K | — | — | 4.3K | 377.2K | 12.49% | ↗ |
| 131 | 2003 | Alfred Carfora Executive Vice President, Chief Operating Officer | 328.5K | — | — | — | — | 1.2K | 329.7K | 0.00% | ↗ |
| 132 | 2003 | Alfred Carfora President, Chief Operating Officer | 328.5K | — | — | — | — | 1.2K | 329.7K | 0.00% | ↗ |
| 133 | 2003 | James S. Lusk Chief Financial Officer, Treasurer | 299.4K | — | — | — | — | 1.2K | 300.6K | 0.00% | ↗ |
| 134 | 2003 | James S Lusk | 299.4K | — | — | — | — | 1.2K | 300.6K | 0.00% | ↗ |
| 135 | 2003 | Russell J. Corvese Executive Vice President, Operations | 212.9K | — | — | — | — | 87.2K | 300.2K | 0.00% | ↗ |
| 136 | 2003 | Barry A. Posner Executive Vice President, General Counsel | 287.3K | — | — | — | — | 7.0K | 294.2K | 0.00% | ↗ |
| 137 | 2003 | Barry A. Posner Executive Vice President, General Counsel and | 287.3K | — | — | — | — | 4.6K | 291.8K | 0.00% | ↗ |
| 138 | 2003 | Michael J Sicilian Executive Vice President, Sales | 262.9K | — | — | 35.0K | — | 1.2K | 264.0K | 13.26% | ↗ |
| 139 | 2002 | Richard H. Friedman Chairman, Chief Executive Officer | 593.4K | 207.0K | — | — | — | 27.5K | 827.9K | 0.00% | ↗ |
| 140 | 2002 | Barry A. Posner Executive Vice President, General Counsel | 273.6K | 40.0K | — | — | — | 6.6K | 320.2K | 0.00% | ↗ |
| 141 | 2002 | Barry A. Posner Executive Vice President, General Counsel and | 273.6K | 40.0K | — | — | — | 6.6K | 320.2K | 0.00% | ↗ |
| 142 | 2002 | Michael J Sicilian Executive Vice President, Sales | 230.6K | 45.0K | — | 40.0K | — | 3.5K | 279.2K | 14.33% | ↗ |
| 143 | 2002 | Russell J. Corvese Executive Vice President, Operations | 180.6K | 35.0K | — | — | — | 3.5K | 219.2K | 0.00% | ↗ |
| 144 | 2002 | James S. Lusk Chief Financial Officer, Treasurer | 51.9K | 15.0K | — | — | — | 588.00 | 67.4K | 0.00% | ↗ |
| 145 | 2002 | Alfred Carfora President, Chief Operating Officer | 40.0K | 15.0K | — | — | — | 294.00 | 55.3K | 0.00% | ↗ |
| 146 | 2001 | Richard H. Friedman Chairman, Chief Executive Officer | 500.1K | 297.0K | — | — | — | 21.1K | 818.2K | 0.00% | ↗ |
| 147 | 2001 | Barry A. Posner Executive Vice President, General Counsel | 265.1K | 162.0K | — | — | — | 8.1K | 435.2K | 0.00% | ↗ |
| 148 | 2001 | Michael J Sicilian Executive Vice President, Sales | 103.1K | 45.0K | 92.0K | — | — | 1.8K | 241.9K | 38.04% | ↗ |
| 149 | 2001 | Alfred Carfora President, Chief Operating Officer | — | — | — | — | — | — | — | — | ↗ |
| 150 | 2001 | James S Lusk | — | — | — | — | — | — | — | — | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| John Charles Rademacher | Chief Executive Officer, President & Director | 3M | male |
| John C. Rademacher | Chief Executive Officer, President & Director | 3M | male |
| Luke Whitworth | Chief Operating Officer | 1M | male |
| Michael H. Shapiro | Strategic Advisor | 1M | male |
| Michael Bavaro | Chief Human Resources & Chief Diversity Officer | 981.9K | male |
| Collin G. Smyser | General Counsel & Corporate Secretary | 977.3K | male |
| Meenal Anil Sethna | Executive Vice President & Chief Financial Officer | 809.1K | female |
| Christopher L. Grashoff | Chief Growth Officer | 784.7K | male |
| Stacey Mahone | Senior Vice President & Chief Compliance Officer | — | female |
| Brett Michalak | Chief Technology Officer | — | male |
| Femi Adewunmi | Chief Medical Officer | — | — |
| Jill D. Rhodes | Senior Vice President & Chief Information Security Officer | — | female |
ESG Rating
ESG Score History MEDICAL - CARE FACILITIES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-09-25 | 2025-10-22 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for OPCH
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.
