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Phillips Edison & Co. (PECO)
US NASDAQ Real Estate REIT - Retail
Address
11501 Northlake Drive 45249
Cincinnati, OH, US
Cincinnati, OH, US
CEO
Jeffrey S. Edison
Website
phillipsedison.com
IPO
2021-02-25
CIK 1476204 ISIN US71844V2016
Also trades on
NASDAQ Global Select · PECO (USD)
Other OTC · PHEC (USD)
Description
Phillips Edison & Company, Inc. is one of the nation’s largest owners and operators of high-quality, grocery-anchored neighborhood shopping centers. PECO has generated strong results through its vertically integrated operating platform and national footprint of well-occupied shopping centers. PECO’s centers feature a mix of national and regional retailers providing necessity-based goods and services in fundamentally strong markets throughout the United States. PECO’s top grocery anchors include Kroger, Publix, Albertsons and Ahold Delhaize. As of December 31, 2025, PECO managed 324 shopping centers, including 297 wholly owned centers comprising 33.5 million square feet across 31 states and 27 shopping centers owned in three institutional joint ventures. PECO is focused on creating great omni-channel, grocery-anchored shopping experiences and improving communities, one neighborhood shopping center at a time. Phillips Edison & Company, Inc. was incorporated in 1991.
Market Cap & Enterprise Value
Merger & Acquisition History
| Target company | Date | Filing |
|---|---|---|
| PE | 2018-08-06 | View |
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
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.56
Float Shares
125.20M
Free Float %
99.4%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.30% | -0.42% | -0.05% | +2.21% | +13.10% | +12.88% | +11.68% | +38.40% | +99.75% | +132.75% | +132.75% |
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
40.15
Low
37.00
-7.8%
Consensus
41.50
+3.4%
Median
42.50
+5.9%
High
45.00
+12.1%
DCF (Unlevered)
135.60
+237.7%
DCF (Levered)
96.31
+139.9%
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)
50% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 7 | 0 |
| Hold | 7 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 3 |
43.33
|
| Last Quarter | 4 |
43.25
|
| Last Year | 13 |
40.62
|
| All Time | 21 |
38.40
|
Quality scores
Altman Z-Score
1.01
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
★ Strong MOAT
-
Revenue growth+10.7% Q1'26: +7.6% (vs Q1'25)
-
EPS growth+74.5% Q1'26: +14.3% (vs Q1'25)
-
FCF margin— Q1'26: +15.2% (vs Q1'25)
-
EBIT margin— Q1'26: +33.4% (vs Q1'25)
-
ROIC— Q1'26: +4.9% (vs Q1'25)
-
Share dilution+1.5% Q1'26: -9.8% (vs Q1'25)
-
Debt / EBITDA4.93× Q1'26: 5.04× (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 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 7 Rev. Ana. 4 EPS Ana. |
Dec 2027 7 Rev. Ana. 4 EPS Ana. |
Dec 2028 4 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|
| Revenue |
532.85M
est: 518.83M (+2.7%)
|
575.37M
est: 559.49M (+2.8%)
|
610.12M
est: 620.36M (-1.7%)
|
661.39M
est: 646.42M (+2.3%)
|
732.30M
est: 658.30M (+11.2%)
|
760.53M
744.48M – 777.78M
+15.5% YoY
|
803.48M
774.81M – 841.57M
+5.6% YoY
|
800.52M
775.78M – 825.25M
-0.4% YoY
|
| EBITDA |
322.15M
est: 318.32M (+1.2%)
|
355.62M
est: 343.27M (+3.6%)
|
380.34M
est: 391.82M (-2.9%)
|
410.97M
est: 408.28M (+0.7%)
|
505.75M
est: 415.78M (+21.6%)
|
480.36M
470.22M – 491.25M
+15.5% YoY
|
507.48M
489.38M – 531.54M
+5.6% YoY
|
505.61M
489.99M – 521.23M
-0.4% YoY
|
| EBIT |
104.30M
est: 113.30M (-7.9%)
|
130.69M
est: 122.18M (+7.0%)
|
154.20M
est: 156.73M (-1.6%)
|
172.45M
est: 163.31M (+5.6%)
|
239.37M
est: 166.31M (+43.9%)
|
192.14M
188.09M – 196.50M
+15.5% YoY
|
202.99M
195.75M – 212.62M
+5.6% YoY
|
202.25M
196.00M – 208.49M
-0.4% YoY
|
| Net Income |
15.12M
est: 17.37M (-12.9%)
|
48.32M
est: 48.82M (-1.0%)
|
56.85M
est: 67.22M (-15.4%)
|
62.69M
est: 64.59M (-3.0%)
|
111.30M
est: 87.33M (+27.4%)
|
107.80M
107.01M – 108.58M
+23.4% YoY
|
115.59M
114.19M – 116.99M
+7.2% YoY
|
128.80M
123.11M – 134.90M
+11.4% YoY
|
| SGA |
48.82M
est: 40.99M (+19.1%)
|
45.24M
est: 44.20M (+2.3%)
|
44.37M
est: 47.45M (-6.5%)
|
45.61M
est: 49.44M (-7.7%)
|
51.64M
est: 50.35M (+2.6%)
|
58.17M
56.94M – 59.49M
+15.5% YoY
|
61.46M
59.26M – 64.37M
+5.6% YoY
|
61.23M
59.34M – 63.12M
-0.4% YoY
|
| EPS |
0.15
est: 0.13 (+18.2%)
|
0.42
est: 0.36 (+17.7%)
|
0.48
est: 0.48 (-0.9%)
|
0.51
est: 0.47 (+9.4%)
|
0.90
est: 0.62 (+46.0%)
|
0.78
0.77 – 0.78
+25.9% YoY
|
0.83
0.82 – 0.84
+7.4% YoY
|
0.94
0.89 – 0.97
+13.0% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-26 | Wells Fargo | Equal Weight | Equal Weight | Maintain |
| 2026-05-18 | UBS | Neutral | Neutral | Maintain |
| 2026-05-12 | Barclays | Equal Weight | Equal Weight | Maintain |
| 2026-04-27 | Evercore ISI Group | Outperform | Outperform | Maintain |
| 2026-04-21 | Morgan Stanley | Equal Weight | Equal Weight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-27 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-26 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 1/5 |
| 2026-05-22 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-21 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-20 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-19 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-18 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-15 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-14 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-13 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-12 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-11 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-08 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-07 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-06 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-05 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-04 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-05-01 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-30 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-29 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-28 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-27 | B | 3/5 | 5/5 | 3/5 | 4/5 | 2/5 | 1/5 | 2/5 |
| 2026-04-24 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-23 | B- | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 1/5 | 2/5 |
| 2026-04-21 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-15 | B | 3/5 | 5/5 | 3/5 | 4/5 | 1/5 | 2/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
277.35M
OE per share TTM
2.09
Owner's Yield
5.53%
Maintenance CapEx ratio
36.14%
Maint CapEx / Avg PPE
114.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
440
Total invested
4.05B
Insider transactions (90d)
11
Beneficial owners (>5%)
21
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | (1) BlackRock, Inc. | 11.14M | 9.50% | 10.89M | — | 11.14M | — | HC | Delaware | 2023-01-24 | ↗ |
| 2 | Israel A. Englander | 7.32M | 6.50% | — | 7.32M | — | 7.32M | IN | — | 2022-03-11 | ↗ |
| 3 | Millennium Group Management LLC | 7.32M | 6.50% | — | 7.32M | — | 7.32M | OO | — | 2022-03-11 | ↗ |
| 4 | Millennium Management LLC | 7.32M | 6.50% | — | 7.32M | — | 7.32M | OO | — | 2022-03-11 | ↗ |
| 5 | STATE STREET CORPORATION | 6.67M | 5.58% | — | 5.15M | — | 6.66M | HC | BOSTON, MASSACHUSETTS | 2024-01-29 | ↗ |
| 6 | 04-2747644 | 5.91M | 5.00% | 5.82M | — | 5.91M | — | IA | Delaware | 2023-02-08 | ↗ |
| 7 | Abigail P. Johnson | 4.57M | 4.04% | — | — | 4.57M | — | IN | United States of America | 2022-02-10 | ↗ |
| 8 | FMR LLC | 4.57M | 4.04% | 2.27M | — | 4.57M | — | HC | — | 2022-02-10 | ↗ |
| 9 | Wellington Group Holdings LLP | 1.87M | 9.53% | — | 1.47M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 10 | Wellington Investment Advisors Holdings LLP | 1.87M | 9.53% | — | 1.47M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 11 | Wellington Management Group LLP | 1.87M | 9.53% | — | 1.47M | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 12 | Wellington Management Company LLP | 1.72M | 8.77% | — | 1.45M | — | — | IA | Massachusetts | 2022-02-04 | ↗ |
| 13 | EIN #00-0000000 | 1.55M | 7.90% | — | 1.55M | — | 1.55M | IA, HC | Jersey, Channel Islands | 2022-02-11 | ↗ |
| 14 | The Vanguard Group - 23-1945930 | 1.55M | 7.89% | — | 18.9K | 1.51M | 35.4K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 15 | 36-3344166 | 1.50M | 7.60% | — | 1.50M | — | 1.50M | IV | Massachusetts | 2022-02-11 | ↗ |
| 16 | Integrated Core Strategies (US) LLC | 1.26M | 6.40% | — | 1.26M | — | 1.26M | OO | — | 2022-02-02 | ↗ |
| 17 | ICS Opportunities II LLC | — | 0.00% | — | — | — | — | OO | — | 2022-02-02 | ↗ |
| 18 | ICS Opportunities, Ltd. | — | 0.00% | — | — | — | — | CO | — | 2022-02-02 | ↗ |
| 19 | Integrated Assets II LLC | — | 0.00% | — | — | — | — | OO | — | 2022-02-02 | ↗ |
| 20 | Integrated Assets, Ltd. | — | 0.00% | — | — | — | — | CO | — | 2022-02-02 | ↗ |
| 21 | Millennium International Management LP | — | 0.00% | — | — | — | — | PN | — | 2022-02-02 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
440
+24 vs prev Q
New positions
64
Closed positions
41
Increased
211
Reduced
155
Put/Call ratio
0.00
Calls held
19.3K
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 1.12M +1.1M (+100.0%) | 39.71B +39.7B (+100.0%) | 0.90% +0.899 pp | 0.06% +0.060 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 2 | — | 73.7K +73.7K (+100.0%) | 2.62B +2.6B (+100.0%) | 0.06% +0.059 pp | 1.04% +1.035 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 3 | BLACKROCK, INC. | 21.93M +433.5K (+2.0%) | 780.19M +42.1M (+5.7%) | 17.66% +0.529 pp | 0.01% +0.000 pp | USD37.64 -5.5% | 6 qtrs — |
| 4 | VANGUARD GROUP INC | 20.22M -129.2K (-0.6%) | 719.08M +20.6M (+3.0%) | 16.28% +0.066 pp | 0.01% +0.000 pp | USD33.83 +5.1% | 18 qtrs — |
| 5 | STATE STREET CORP | 7.21M -79.6K (-1.1%) | 257.28M +6.2M (+2.5%) | 5.81% -0.003 pp | 0.01% 0.000 pp | USD33.90 +4.9% | 18 qtrs — |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 6.31M +325.2K (+5.4%) | 224.38M +19.0M (+9.2%) | 5.05% +0.280 pp | 0.04% +0.003 pp | USD33.80 +5.2% | 18 qtrs — |
| 7 | FMR LLC | 4.17M +65.3K (+1.6%) | 148.41M +7.4M (+5.3%) | 3.34% +0.066 pp | 0.01% +0.000 pp | USD33.71 +5.5% | 18 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 3.44M +1.8K (+0.1%) | 122.46M +4.3M (+3.7%) | 2.77% +0.030 pp | 0.01% +0.000 pp | USD33.87 +5.0% | 18 qtrs — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.32M +86.7K (+3.9%) | 82.62M +5.9M (+7.6%) | 1.86% +0.077 pp | 0.01% +0.001 pp | USD32.90 +8.1% | 18 qtrs — |
| 10 | ENGINEERS GATE MANAGER LP | 2.18M -314.1K (-12.6%) | 77.61M -8.1M (-9.4%) | 1.75% -0.243 pp | 0.92% -0.061 pp | USD34.59 +2.8% | 6 qtrs — |
| 11 | NORGES BANK | 1.99M +2.0M (+100.0%) | 70.85M +70.8M (+100.0%) | 1.59% +1.594 pp | 0.01% +0.008 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 12 | DIMENSIONAL FUND ADVISORS LP | 1.82M +65.7K (+3.7%) | 64.91M +4.5M (+7.5%) | 1.46% +0.058 pp | 0.01% +0.001 pp | USD34.77 +2.3% | 16 qtrs — |
| 13 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1.79M +90.8K (+5.3%) | 63.61M +5.3M (+9.2%) | 1.24% -0.117 pp | 0.72% +0.061 pp | USD34.44 +3.3% | 7 qtrs — |
| 14 | BALYASNY ASSET MANAGEMENT L.P. | 1.53M -338.8K (-18.1%) | 54.45M -9.7M (-15.2%) | 1.22% -0.265 pp | 0.07% -0.012 pp | USD34.57 +2.9% | 3 qtrs — |
| 15 | NORTHERN TRUST CORP | 1.53M -634.1K (-29.4%) | 54.25M -19.9M (-26.8%) | 1.22% -0.500 pp | 0.01% -0.003 pp | USD34.68 +2.6% | 18 qtrs — |
| 16 | MORGAN STANLEY | 1.15M +41.9K (+3.8%) | 40.73M +2.9M (+7.5%) | 0.92% +0.043 pp | 0.00% +0.000 pp | USD34.89 +1.9% | 18 qtrs — |
| 17 | JPMORGAN CHASE & CO | 1.05M -50.8K (-4.6%) | 37.35M -440.4K (-1.2%) | 0.73% -0.151 pp | 0.00% +0.000 pp | USD34.59 +2.8% | 18 qtrs — |
| 18 | CANADA PENSION PLAN INVESTMENT BOARD | 1.01M +1.0M (+100.0%) | 35.98M +36.0M (+100.0%) | 0.81% +0.814 pp | 0.02% +0.024 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 19 | NUVEEN, LLC | 1.01M +313.3K (+45.1%) | 35.86M +12.0M (+50.3%) | 0.81% +0.258 pp | 0.01% +0.003 pp | USD36.20 -1.7% | 4 qtrs — |
| 20 | BANK OF NEW YORK MELLON CORP | 965.5K +31.3K (+3.4%) | 34.34M +2.3M (+7.1%) | 0.77% +0.028 pp | 0.01% 0.000 pp | USD33.74 +5.4% | 18 qtrs — |
| 21 | LEGAL & GENERAL GROUP PLC | 878.5K +95.5K (+12.2%) | 31.25M +4.4M (+16.3%) | 0.70% +0.079 pp | 0.01% +0.001 pp | USD33.54 +6.1% | 18 qtrs — |
| 22 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 781.5K -178.5K (-18.6%) | 27.80M -5.2M (-15.7%) | 0.63% -0.136 pp | 0.04% -0.010 pp | USD36.43 -2.4% | 7 qtrs — |
| 23 | CETERA INVESTMENT ADVISERS | 752.5K -34.5K (-4.4%) | 26.77M -252.9K (-0.9%) | 0.61% -0.021 pp | 0.03% -0.002 pp | USD34.81 +2.2% | 16 qtrs — |
| 24 | AMERIPRISE FINANCIAL INC | 742.6K +449.7K (+153.6%) | 26.42M +16.4M (+162.7%) | 0.59% +0.361 pp | 0.01% +0.004 pp | USD35.27 +0.9% | 18 qtrs — |
| 25 | GOLDMAN SACHS GROUP INC | 740.2K -298.8K (-28.8%) | 26.33M -9.3M (-26.2%) | 0.60% -0.232 pp | 0.00% -0.001 pp | USD34.95 +1.8% | 18 qtrs — |
| 26 | JANUS HENDERSON GROUP PLC | 649.2K +12.4K (+1.9%) | 23.09M +1.2M (+5.6%) | 0.52% +0.012 pp | 0.01% +0.000 pp | USD32.13 +10.7% | 18 qtrs — |
| 27 | BANK OF AMERICA CORP /DE/ | 628.4K +213.6K (+51.5%) | 22.35M +8.1M (+57.0%) | 0.51% +0.175 pp | 0.00% +0.001 pp | USD35.00 +1.6% | 18 qtrs — |
| 28 | PRINCIPAL FINANCIAL GROUP INC | 600.0K -6.7K (-1.1%) | 21.34M +514.3K (+2.5%) | 0.41% -0.069 pp | 0.01% +0.000 pp | USD34.30 +3.7% | 16 qtrs — |
| 29 | UBS GROUP AG | 570.8K +20.6K (+3.7%) | 20.30M +1.4M (+7.5%) | 0.46% +0.021 pp | 0.00% +0.000 pp | USD35.90 -0.9% | 17 qtrs — |
| 30 | ALYESKA INVESTMENT GROUP, L.P. | 545.4K +545.4K (+100.0%) | 19.40M +19.4M (+100.0%) | 0.44% +0.436 pp | 0.05% +0.055 pp | USD35.57 +0.0% | 9 qtrs — |
| 31 | QUBE RESEARCH & TECHNOLOGIES LTD | 514.6K -335.1K (-39.4%) | 18.30M -10.9M (-37.3%) | 0.41% -0.265 pp | 0.02% -0.012 pp | USD35.30 +0.8% | 9 qtrs — |
| 32 | VERITION FUND MANAGEMENT LLC | 513.1K +492.1K (+2,343.2%) | 18.25M +17.5M (+2,431.5%) | 0.41% +0.394 pp | 0.07% +0.069 pp | USD35.52 +0.1% | 2 qtrs — |
| 33 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 490.0K +— (+0.0%) | 17.43M +607.6K (+3.6%) | 0.39% +0.002 pp | 0.06% -0.003 pp | USD35.37 +0.6% | 11 qtrs — |
| 34 | INVESCO LTD. | 455.8K +17.1K (+3.9%) | 16.21M +1.2M (+7.7%) | 0.37% +0.017 pp | 0.00% +0.000 pp | USD33.90 +4.9% | 17 qtrs — |
| 35 | MILLENNIUM MANAGEMENT LLC | 421.5K +214.2K (+103.3%) | 14.99M +7.9M (+110.7%) | 0.34% +0.174 pp | 0.01% +0.003 pp | USD35.70 -0.4% | 9 qtrs — |
| 36 | RENAISSANCE TECHNOLOGIES LLC | 399.1K -28.8K (-6.7%) | 14.20M -494.7K (-3.4%) | 0.32% -0.020 pp | 0.02% +0.003 pp | USD35.01 +1.6% | 4 qtrs — |
| 37 | JAIN GLOBAL LLC | 394.9K +106.9K (+37.1%) | 14.05M +4.2M (+42.1%) | 0.32% +0.089 pp | 0.07% +0.021 pp | USD36.72 -3.1% | 5 qtrs — |
| 38 | SOPHRON CAPITAL MANAGEMENT L.P. | 371.5K -202.2K (-35.2%) | 13.21M -6.5M (-32.9%) | 0.30% -0.160 pp | 4.25% -1.819 pp | USD35.79 -0.6% | 5 qtrs — |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 359.7K +64.9K (+22.0%) | 12.79M +2.7M (+26.4%) | 0.29% +0.053 pp | 0.01% +0.001 pp | USD35.38 +0.5% | 4 qtrs — |
| 40 | DEUTSCHE BANK AG\ | 359.4K +4.5K (+1.3%) | 12.78M +601.3K (+4.9%) | 0.25% -0.034 pp | 0.00% +0.000 pp | USD32.73 +8.7% | 18 qtrs — |
| 41 | LPL FINANCIAL LLC | 356.5K -35.2K (-9.0%) | 12.68M -766.5K (-5.7%) | 0.29% -0.027 pp | 0.00% -0.001 pp | USD34.43 +3.3% | 15 qtrs — |
| 42 | RHUMBLINE ADVISERS | 351.1K -29.6K (-7.8%) | 12.49M -582.0K (-4.5%) | 0.28% -0.021 pp | 0.01% 0.000 pp | USD33.70 +5.5% | 18 qtrs — |
| 43 | KENNEDY CAPITAL MANAGEMENT LLC | 349.6K +58.9K (+20.2%) | 12.43M +2.5M (+24.6%) | 0.28% +0.048 pp | 0.26% +0.043 pp | USD35.57 +0.0% | 7 qtrs — |
| 44 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 334.5K -5.4K (-1.6%) | 11.90M +231.0K (+2.0%) | 0.23% -0.040 pp | 0.03% -0.001 pp | USD34.38 +3.5% | 17 qtrs — |
| 45 | HUDSON BAY CAPITAL MANAGEMENT LP | 281.1K +281.1K (+100.0%) | 10.00M +10.0M (+100.0%) | 0.23% +0.226 pp | 0.03% +0.033 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 46 | B&I CAPITAL AG | 277.9K +46.1K (+19.9%) | 9.89M +1.9M (+24.2%) | 0.19% +0.007 pp | 3.52% +0.761 pp | USD33.73 +5.5% | 18 qtrs — |
| 47 | ASSET MANAGEMENT ONE CO., LTD. | 272.2K -13.4K (-4.7%) | 9.80M -6.9K (-0.1%) | 0.19% -0.040 pp | 0.03% -0.001 pp | USD34.11 +4.3% | 18 qtrs — |
| 48 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 251.2K +13.7K (+5.8%) | 8.93M +783.1K (+9.6%) | 0.20% +0.012 pp | 0.01% +0.000 pp | USD33.84 +5.1% | 12 qtrs — |
| 49 | HSBC HOLDINGS PLC | 249.0K +62.5K (+33.5%) | 8.86M +2.5M (+38.4%) | 0.20% +0.052 pp | 0.00% +0.001 pp | USD34.06 +4.4% | 17 qtrs — |
| 50 | ALGERT GLOBAL LLC | 248.5K +219.1K (+744.2%) | 8.84M +7.8M (+774.4%) | 0.20% +0.177 pp | 0.14% +0.121 pp | USD35.42 +0.4% | 2 qtrs — |
| 51 | SWISS NATIONAL BANK | 247.7K +4.6K (+1.9%) | 8.81M +465.1K (+5.6%) | 0.20% +0.005 pp | 0.01% +0.000 pp | USD33.38 +6.6% | 17 qtrs — |
| 52 | ADVISOR GROUP HOLDINGS, INC. | 228.5K -37.9K (-14.2%) | 8.13M -1.1M (-12.1%) | 0.18% -0.028 pp | 0.01% -0.001 pp | USD33.99 +4.6% | 18 qtrs — |
| 53 | BARCLAYS PLC | 221.6K -57.9K (-20.7%) | 7.88M -2.7M (-25.2%) | 0.18% -0.044 pp | 0.00% -0.001 pp | USD35.65 -0.2% | 16 qtrs — |
| 54 | SG AMERICAS SECURITIES, LLC | 206.2K +182.3K (+764.8%) | 7.33M +6.5M (+796.6%) | 0.14% +0.124 pp | 0.01% +0.007 pp | USD35.43 +0.4% | 18 qtrs — |
| 55 | AMERICAN CENTURY COMPANIES INC | 205.7K +156.8K (+320.4%) | 7.32M +5.6M (+335.6%) | 0.16% +0.126 pp | 0.00% +0.003 pp | USD35.44 +0.4% | 15 qtrs — |
| 56 | STATE OF WISCONSIN INVESTMENT BOARD | 192.8K +428.0 (+0.2%) | 6.86M +253.8K (+3.8%) | 0.15% +0.001 pp | 0.02% +0.000 pp | USD36.03 -1.3% | 15 qtrs — |
| 57 | NOMURA ASSET MANAGEMENT CO LTD | 190.5K +7.3K (+4.0%) | 6.78M +486.9K (+7.7%) | 0.15% +0.006 pp | 0.02% +0.001 pp | USD34.08 +4.4% | 17 qtrs — |
| 58 | MARINER, LLC | 183.3K +402.0 (+0.2%) | 6.52M +241.2K (+3.8%) | 0.15% +0.001 pp | 0.01% 0.000 pp | USD34.47 +3.2% | 16 qtrs — |
| 59 | PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 173.6K -5.2K (-2.9%) | 6.17M +36.8K (+0.6%) | 0.14% -0.003 pp | 0.02% 0.000 pp | USD35.61 -0.1% | 12 qtrs — |
| 60 | ALLIANCEBERNSTEIN L.P. | 171.9K +7.5K (+4.5%) | 6.11M +469.3K (+8.3%) | 0.14% +0.007 pp | 0.00% +0.000 pp | USD34.49 +3.1% | 16 qtrs — |
| 61 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 161.7K +161.7K (+100.0%) | 5.75M +5.8M (+100.0%) | 0.13% +0.129 pp | 0.01% +0.010 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 62 | CITIGROUP INC | 161.1K +33.7K (+26.4%) | 5.73M +1.4M (+31.0%) | 0.13% +0.027 pp | 0.00% +0.001 pp | USD35.51 +0.2% | 18 qtrs — |
| 63 | COMMONWEALTH EQUITY SERVICES, LLC | 159.9K -16.2K (-9.2%) | 5.69M -357.3K (-5.9%) | 0.13% -0.012 pp | 0.01% 0.000 pp | USD35.27 +0.9% | 8 qtrs — |
| 64 | J.W. COLE ADVISORS, INC. | 173.2K -30.1K (-14.8%) | 5.58M -1.4M (-20.0%) | 0.14% -0.023 pp | 0.14% +0.002 pp | USD35.71 -0.4% | 16 qtrs — |
| 65 | SEI INVESTMENTS CO | 152.4K -105.1K (-40.8%) | 5.42M -3.4M (-38.7%) | 0.12% -0.083 pp | 0.01% -0.004 pp | USD37.13 -4.2% | 8 qtrs — |
| 66 | WELLS FARGO & COMPANY/MN | 150.5K +49.4K (+48.8%) | 5.35M +1.9M (+54.2%) | 0.12% +0.041 pp | 0.00% +0.000 pp | USD35.13 +1.3% | 18 qtrs — |
| 67 | AQR CAPITAL MANAGEMENT LLC | 148.5K +64.0K (+75.6%) | 5.28M +2.4M (+82.0%) | 0.12% +0.052 pp | 0.00% +0.001 pp | USD34.99 +1.7% | 15 qtrs — |
| 68 | GRANITE INVESTMENT PARTNERS, LLC | 142.9K -9.6K (-6.3%) | 5.08M -153.0K (-2.9%) | 0.11% -0.007 pp | 0.30% +0.004 pp | USD35.03 +1.5% | 3 qtrs — |
| 69 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 139.6K +1.4K (+1.0%) | 4.96M +219.5K (+4.6%) | 0.10% -0.014 pp | 0.00% +0.000 pp | USD33.47 +6.3% | 17 qtrs — |
| 70 | BESSEMER GROUP INC | 137.6K +137.2K (+44,272.6%) | 4.89M +4.9M (+48,830.0%) | 0.10% +0.095 pp | 0.01% +0.008 pp | USD35.57 +0.0% | 6 qtrs — |
| 71 | MCADAM, LLC | 137.0K -6.5K (-4.5%) | 4.87M -53.5K (-1.1%) | 0.11% -0.005 pp | 0.22% -0.020 pp | USD32.62 +9.0% | 16 qtrs — |
| 72 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 133.6K +2.1K (+1.6%) | 4.75M +239.0K (+5.3%) | 0.09% -0.012 pp | 0.05% +0.004 pp | USD33.79 +5.3% | 18 qtrs — |
| 73 | CERITY PARTNERS LLC | 125.2K +82.3K (+192.1%) | 4.45M +3.0M (+202.6%) | 0.10% +0.066 pp | 0.01% +0.004 pp | USD34.83 +2.1% | 14 qtrs — |
| 74 | LORD, ABBETT & CO. LLC | 123.2K -2.2K (-1.8%) | 4.38M +76.0K (+1.8%) | 0.10% -0.001 pp | 0.01% +0.001 pp | USD36.23 -1.8% | 4 qtrs — |
| 75 | MARSHALL WACE, LLP | 123.0K +123.0K (+100.0%) | 4.37M +4.4M (+100.0%) | 0.10% +0.099 pp | 0.00% +0.004 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 76 | ALLIANZ ASSET MANAGEMENT GMBH | 122.2K +1.1K (+0.9%) | 4.35M +189.8K (+4.6%) | 0.10% +0.001 pp | 0.00% 0.000 pp | USD36.48 -2.5% | 4 qtrs — |
| 77 | ABRDN PLC | 122.2K +3.1K (+2.6%) | 4.34M +256.4K (+6.3%) | 0.08% -0.011 pp | 0.01% +0.000 pp | USD35.91 -0.9% | 15 qtrs — |
| 78 | DARK FOREST CAPITAL MANAGEMENT LP | 121.8K -118.9K (-49.4%) | 4.33M -3.9M (-47.6%) | 0.10% -0.094 pp | 0.20% -0.050 pp | USD34.51 +3.1% | 5 qtrs — |
| 79 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 120.0K +6.5K (+5.7%) | 4.27M +371.3K (+9.5%) | 0.10% +0.006 pp | 0.00% +0.000 pp | USD33.52 +6.1% | 18 qtrs — |
| 80 | PRUDENTIAL FINANCIAL INC | 117.8K -8.7K (-6.8%) | 4.19M -213.7K (-4.9%) | 0.09% -0.006 pp | 0.01% 0.000 pp | USD33.96 +4.7% | 18 qtrs — |
| 81 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 112.1K -928.0 (-0.8%) | 3.91M +136.1K (+3.6%) | 0.08% -0.013 pp | 0.01% 0.000 pp | USD33.76 +5.4% | 10 qtrs — |
| 82 | CENTAURUS FINANCIAL, INC. | 109.7K +1.7K (+1.6%) | 3.90M +195.0K (+5.3%) | 0.09% +0.002 pp | 0.18% +0.005 pp | USD34.03 +4.5% | 16 qtrs — |
| 83 | PRICE T ROWE ASSOCIATES INC /MD/ | 108.6K +3.5K (+3.3%) | 3.86M +255.0K (+7.1%) | 0.09% +0.004 pp | 0.00% +0.000 pp | USD34.17 +4.1% | 16 qtrs — |
| 84 | THRIVENT FINANCIAL FOR LUTHERANS | 105.3K -43.7K (-29.3%) | 3.75M -1.4M (-26.8%) | 0.07% -0.046 pp | 0.01% -0.003 pp | USD34.88 +2.0% | 18 qtrs — |
| 85 | MODERN WEALTH MANAGEMENT, LLC | 105.2K -6.1K (-5.4%) | 3.74M -77.4K (-2.0%) | 0.08% -0.004 pp | 0.07% -0.007 pp | USD36.82 -3.4% | 9 qtrs — |
| 86 | RAYMOND JAMES FINANCIAL INC | 104.7K +2.5K (+2.5%) | 3.72M +216.9K (+6.2%) | 0.08% +0.002 pp | 0.00% +0.000 pp | USD37.32 -4.7% | 5 qtrs — |
| 87 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 103.0K -257.0 (-0.2%) | 3.66M +118.9K (+3.4%) | 0.08% +0.000 pp | 0.04% +0.001 pp | USD33.61 +5.8% | 11 qtrs — |
| 88 | NEO IVY CAPITAL MANAGEMENT | 102.5K +102.5K (+100.0%) | 3.65M +3.6M (+100.0%) | 0.08% +0.082 pp | 0.58% +0.576 pp | USD35.57 +0.0% | 3 qtrs — |
| 89 | PRIME CAPITAL INVESTMENT ADVISORS, LLC | 102.2K -10.0K (-8.9%) | 3.64M -217.0K (-5.6%) | 0.07% -0.019 pp | 0.04% -0.004 pp | USD33.29 +6.8% | 15 qtrs — |
| 90 | NORDEA INVESTMENT MANAGEMENT AB | 100.6K +100.6K (+100.0%) | 3.57M +3.6M (+100.0%) | 0.07% +0.070 pp | 0.00% +0.003 pp | USD35.57 +0.0% | 1 qtrs NEW |
| 91 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 98.6K +5.1K (+5.4%) | 3.48M +266.7K (+8.3%) | 0.07% -0.006 pp | 0.00% +0.000 pp | USD33.88 +5.0% | 17 qtrs — |
| 92 | LIGHTHOUSE INVESTMENT PARTNERS, LLC | 95.0K -5.0K (-5.0%) | 3.38M -53.9K (-1.6%) | 0.08% -0.003 pp | 0.10% -0.003 pp | USD34.33 +3.6% | 2 qtrs — |
| 93 | MACQUARIE GROUP LTD | 89.7K -1.2M (-93.2%) | 3.19M -41.9M (-92.9%) | 0.07% -0.975 pp | 0.01% -0.039 pp | USD34.18 +4.1% | 16 qtrs — |
| 94 | TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 89.5K -6.5K (-6.8%) | 3.18M -113.0K (-3.4%) | 0.06% -0.015 pp | 0.02% -0.001 pp | USD31.50 +12.9% | 14 qtrs — |
| 95 | ZURCHER KANTONALBANK (ZURICH CANTONALBANK) | 87.8K +5.7K (+6.9%) | 3.12M +303.0K (+10.7%) | 0.06% -0.005 pp | 0.01% +0.000 pp | USD34.58 +2.9% | 17 qtrs — |
| 96 | HARBOR CAPITAL ADVISORS, INC. | 83.8K +2.5K (+3.1%) | 2.98M +189.0K (+6.8%) | 0.06% -0.007 pp | 0.23% +0.015 pp | USD34.27 +3.8% | 8 qtrs — |
| 97 | AMUNDI | 83.5K -2.9K (-3.4%) | 2.97M +66.1K (+2.3%) | 0.07% -0.002 pp | 0.00% 0.000 pp | USD33.80 +5.2% | 15 qtrs — |
| 98 | HOLOCENE ADVISORS, LP | 79.8K -43.1K (-35.1%) | 2.84M -1.4M (-32.7%) | 0.06% -0.034 pp | 0.01% -0.004 pp | USD34.35 +3.6% | 18 qtrs — |
| 99 | MERCER GLOBAL ADVISORS INC /ADV | 79.3K +42.2K (+113.6%) | 2.82M +1.5M (+121.3%) | 0.06% +0.034 pp | 0.00% +0.002 pp | USD33.87 +5.0% | 16 qtrs — |
| 100 | METLIFE INVESTMENT MANAGEMENT, LLC | 73.9K -3.6K (-4.6%) | 2.63M -31.7K (-1.2%) | 0.06% -0.003 pp | 0.01% 0.000 pp | USD33.88 +5.0% | 18 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
5.50
Bullish
Ratio by volume
3.00
Bullish
Buys
11
Sells
2
Shares acquired
32.7K
Shares disposed
6.6K
Cash buys
—
Cash sales
—
Net activity
+26,109
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | Wood Gregory S. | Director | A-Award | A | Common Stock | 2,901 | 0.00 | — | 30,222 | D | ↗ |
| 2026-05-12 | Wang Parilee Edison | Director | A-Award | A | Class B Units | 2,901 | 0.00 | — | 2,901 | D | ↗ |
| 2026-05-12 | Terry Anthony E | Director | A-Award | A | Common Stock | 2,901 | 0.00 | — | 11,238 | D | ↗ |
| 2026-05-12 | Strong John A. | Director | A-Award | A | Common Stock | 2,901 | 0.00 | — | 27,151 | D | ↗ |
| 2026-05-12 | Silfen Jane | Director | A-Award | A | Common Stock | 2,901 | 0.00 | — | 24,758 | D | ↗ |
| 2026-05-12 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 2,901 | 0.00 | — | 50,336 | D | ↗ |
| 2026-05-12 | Murphy Devin Ignatius | Director | A-Award | A | Class B Units | 2,901 | 0.00 | — | 2,901 | D | ↗ |
| 2026-05-12 | Fischer Elizabeth | Director | A-Award | A | Common Stock | 2,901 | 0.00 | — | 24,758 | D | ↗ |
| 2026-05-12 | CHAO LESLIE T | Director | A-Award | A | Common Stock | 2,901 | 0.00 | — | 54,981 | D | ↗ |
| 2026-05-01 | Wang Parilee Edison | Director | M-Exempt | A | OP Units | 3,290 | 0.00 | — | 6,654 | D | ↗ |
| 2026-05-01 | Murphy Devin Ignatius | Director | M-Exempt | A | OP Units | 3,290 | 0.00 | — | 346,280 | D | ↗ |
| 2026-03-01 | Robison Jennifer L | Officer | A-Award | A | Common Stock | 3,564 | 0.00 | — | 36,901 | D | ↗ |
| 2026-03-01 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 3,379 | 0.00 | — | 6,759 | D | ↗ |
| 2026-03-01 | Murphy Devin Ignatius | Director | M-Exempt | D | Class B Units | 1,151 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Edison Jeffrey | Director / Officer | M-Exempt | A | OP Units | 39,672 | 0.00 | — | 129,227 | D | ↗ |
| 2026-03-01 | Caulfield John P | Officer | M-Exempt | D | Class B Units | 839 | 0.00 | — | 0 | D | ↗ |
| 2026-03-01 | Brady Tanya | Officer | M-Exempt | D | Class B Units | 502 | 0.00 | — | 0 | D | ↗ |
| 2026-02-04 | Schlosser Joseph | Officer | F-InKind | D | Common Stock | 168 | 37.22 | 6.3K | 25,851 | D | ↗ |
| 2026-02-04 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 252 | 37.22 | 9.4K | 33,337 | D | ↗ |
| 2026-02-04 | Myers Robert F. | Officer | A-Award | A | Class C Units | 7,771 | 0.00 | — | 7,771 | D | ↗ |
| 2026-02-04 | Murphy Devin Ignatius | Director | M-Exempt | D | Class C Units | 2,198 | 0.00 | — | 0 | D | ↗ |
| 2026-02-04 | Edison Jeffrey | Director / Officer | A-Award | A | Class B Units | 4,481 | 0.00 | — | 4,481 | D | ↗ |
| 2026-02-04 | Caulfield John P | Officer | A-Award | A | Class B Units | 839 | 0.00 | — | 839 | D | ↗ |
| 2026-02-04 | Brady Tanya | Officer | A-Award | A | OP Units | 3,386 | 0.00 | — | 62,769 | D | ↗ |
| 2025-12-31 | Schlosser Joseph | Officer | F-InKind | D | Common Stock | 314 | 35.57 | 11.2K | 25,001 | D | ↗ |
| 2025-12-31 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 470 | 35.57 | 16.7K | 32,067 | D | ↗ |
| 2025-12-31 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 2,194 | 0.00 | — | 283,467 | D | ↗ |
| 2025-12-31 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class C Units | 3,556 | 0.00 | — | 0 | D | ↗ |
| 2025-12-31 | Caulfield John P | Officer | M-Exempt | D | Class C Units | 1,563 | 0.00 | — | 0 | D | ↗ |
| 2025-12-31 | Brady Tanya | Officer | M-Exempt | D | Class C Units | 941 | 0.00 | — | 0 | D | ↗ |
| 2025-11-12 | Edison Jeffrey | Director / Officer | J-Other | A | OP Units | 1,999,800 | 0.00 | — | 2,020,000 | I | ↗ |
| 2025-09-02 | Edison Jeffrey | Director / Officer | G-Gift | D | OP Units | 20,200 | 0.00 | — | 458,893 | I | ↗ |
| 2025-05-01 | Wood Gregory S. | Director | A-Award | A | Common Stock | 3,290 | 0.00 | — | 27,321 | D | ↗ |
| 2025-05-01 | Wang Parilee Edison | Director | A-Award | A | Class B Units | 3,290 | 0.00 | — | 3,290 | D | ↗ |
| 2025-05-01 | Terry Anthony E | Director | A-Award | A | Common Stock | 3,290 | 0.00 | — | 8,337 | D | ↗ |
| 2025-05-01 | Strong John A. | Director | A-Award | A | Common Stock | 3,290 | 0.00 | — | 24,250 | D | ↗ |
| 2025-05-01 | Silfen Jane | Director | A-Award | A | Common Stock | 3,290 | 0.00 | — | 21,857 | D | ↗ |
| 2025-05-01 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 3,290 | 0.00 | — | 47,435 | D | ↗ |
| 2025-05-01 | Murphy Devin Ignatius | Director | A-Award | A | Class B Units | 3,290 | 0.00 | — | 3,290 | D | ↗ |
| 2025-05-01 | Fischer Elizabeth | Director | A-Award | A | Common Stock | 3,290 | 0.00 | — | 21,857 | D | ↗ |
| 2025-05-01 | CHAO LESLIE T | Director | A-Award | A | Common Stock | 3,290 | 0.00 | — | 52,080 | D | ↗ |
| 2025-04-30 | Wang Parilee Edison | Director | M-Exempt | D | Class B Units | 3,364 | 0.00 | — | 0 | D | ↗ |
| 2025-04-30 | Murphy Devin Ignatius | Director | M-Exempt | D | Class B Units | 2,789 | 0.00 | — | 0 | D | ↗ |
| 2025-03-01 | Schlosser Joseph | Officer | F-InKind | D | Common Stock | 632 | 37.20 | 23.5K | 25,315 | D | ↗ |
| 2025-03-01 | Robison Jennifer L | Officer | A-Award | A | Common Stock | 3,405 | 0.00 | — | 33,191 | D | ↗ |
| 2025-03-01 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 8,960 | 0.00 | — | 266,788 | D | ↗ |
| 2025-03-01 | Edison Jeffrey | Director / Officer | M-Exempt | A | OP Units | 28,919 | 0.00 | — | 2,004,923 | D | ↗ |
| 2025-03-01 | Caulfield John P | Officer | M-Exempt | A | OP Units | 5,630 | 0.00 | — | 66,197 | D | ↗ |
| 2025-03-01 | Brady Tanya | Officer | M-Exempt | D | Class B Units | 624 | 0.00 | — | 625 | D | ↗ |
| 2025-02-28 | Edison Jeffrey | Director / Officer | J-Other | A | OP Units | 610,000 | 0.00 | — | 1,976,004 | D | ↗ |
| 2025-02-12 | Schlosser Joseph | Officer | — | — | Common Stock | 0 | 0.00 | — | 17,544 | D | ↗ |
| 2025-01-29 | Robison Jennifer L | Officer | A-Award | A | Common Stock | 2,839 | 0.00 | — | 30,269 | D | ↗ |
| 2025-01-29 | Myers Robert F. | Officer | A-Award | A | Class C Units | 2,194 | 0.00 | — | 2,194 | D | ↗ |
| 2025-01-29 | Murphy Devin Ignatius | Director | A-Award | A | Class C Units | 2,198 | 0.00 | — | 2,198 | D | ↗ |
| 2025-01-29 | Edison Jeffrey | Director / Officer | A-Award | A | Class C Units | 7,112 | 0.00 | — | 7,112 | D | ↗ |
| 2025-01-29 | Caulfield John P | Officer | A-Award | A | OP Units | 10,263 | 0.00 | — | 60,567 | D | ↗ |
| 2025-01-29 | Brady Tanya | Officer | A-Award | A | Class C Units | 941 | 0.00 | — | 941 | D | ↗ |
| 2025-01-01 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 282 | 37.46 | 10.6K | 27,430 | D | ↗ |
| 2025-01-01 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 3,428 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class B Units | 11,143 | 0.00 | — | 0 | D | ↗ |
| 2025-01-01 | Caulfield John P | Officer | M-Exempt | A | OP Units | 1,258 | 0.00 | — | 50,304 | D | ↗ |
| 2025-01-01 | Brady Tanya | Officer | M-Exempt | D | Class B Units | 686 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 239 | 37.46 | 9.0K | 27,712 | D | ↗ |
| 2024-12-31 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 8,250 | 0.00 | — | 238,693 | D | ↗ |
| 2024-12-31 | Murphy Devin Ignatius | Director | M-Exempt | D | Class C Units | 1,144 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class C Units | 3,952 | 0.00 | — | 0 | D | ↗ |
| 2024-12-31 | Caulfield John P | Officer | M-Exempt | A | OP Units | 493 | 0.00 | — | 49,046 | D | ↗ |
| 2024-12-31 | Brady Tanya | Officer | M-Exempt | A | OP Units | 272 | 0.00 | — | 42,327 | D | ↗ |
| 2024-12-19 | Murphy Devin Ignatius | Director | G-Gift | D | OP Units | 64,000 | 0.00 | — | 280,331 | D | ↗ |
| 2024-08-08 | Edison Jeffrey | Director / Officer | J-Other | A | OP Units | 2,128,500 | 0.00 | — | 2,150,000 | — | ↗ |
| 2024-07-15 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 826 | 33.81 | 27.9K | 27,951 | — | ↗ |
| 2024-07-15 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 26,695 | 0.00 | — | 230,443 | — | ↗ |
| 2024-07-15 | Edison Jeffrey | Director / Officer | M-Exempt | A | OP Units | 49,577 | 0.00 | — | 1,277,014 | — | ↗ |
| 2024-07-15 | Caulfield John P | Officer | M-Exempt | A | OP Units | 16,949 | 0.00 | — | 45,225 | — | ↗ |
| 2024-07-15 | Brady Tanya | Officer | M-Exempt | A | OP Units | 16,949 | 0.00 | — | 40,221 | — | ↗ |
| 2024-07-02 | Murphy Devin Ignatius | Director | — | D | Common Stock | 0 | 0.00 | — | 13,575 | — | ↗ |
| 2024-05-02 | Edison Jeffrey | Director / Officer | G-Gift | A | OP Units | 21,500 | 0.00 | — | 2,150,000 | — | ↗ |
| 2024-04-30 | Wood Gregory S. | Director | A-Award | A | Common Stock | 3,364 | 0.00 | — | 24,031 | — | ↗ |
| 2024-04-30 | Wang Parilee Edison | Director | A-Award | A | Class B Units | 3,364 | 0.00 | — | 3,364 | — | ↗ |
| 2024-04-30 | Terry Anthony E | Director | A-Award | A | Common Stock | 3,364 | 0.00 | — | 5,047 | — | ↗ |
| 2024-04-30 | Strong John A. | Director | A-Award | A | Common Stock | 3,364 | 0.00 | — | 20,960 | — | ↗ |
| 2024-04-30 | Silfen Jane | Director | A-Award | A | Common Stock | 3,364 | 0.00 | — | 18,567 | — | ↗ |
| 2024-04-30 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 3,364 | 0.00 | — | 44,145 | — | ↗ |
| 2024-04-30 | Fischer Elizabeth | Director | A-Award | A | Common Stock | 3,364 | 0.00 | — | 18,567 | — | ↗ |
| 2024-04-30 | CHAO LESLIE T | Director | A-Award | A | Common Stock | 3,364 | 0.00 | — | 48,790 | — | ↗ |
| 2024-03-01 | Robison Jennifer L | Officer | A-Award | A | Common Stock | 1,406 | 0.00 | — | 29,435 | — | ↗ |
| 2024-03-01 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 5,581 | 0.00 | — | 195,498 | — | ↗ |
| 2024-03-01 | Murphy Devin Ignatius | Director / Officer | A-Award | A | OP Units | 16,500 | 0.00 | — | 344,331 | — | ↗ |
| 2024-03-01 | Edison Jeffrey | Director / Officer | A-Award | A | OP Units | 26,810 | 0.00 | — | 3,355,937 | — | ↗ |
| 2024-03-01 | Caulfield John P | Officer | A-Award | A | Class B Units | 10,138 | 0.00 | — | 10,138 | — | ↗ |
| 2024-03-01 | Brady Tanya | Officer | A-Award | A | Class C Units | 272 | 0.00 | — | 272 | — | ↗ |
| 2024-01-01 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 497 | 36.48 | 18.1K | 24,737 | — | ↗ |
| 2024-01-01 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 3,429 | 0.00 | — | 3,428 | — | ↗ |
| 2024-01-01 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class B Units | 11,142 | 0.00 | — | 11,143 | — | ↗ |
| 2024-01-01 | Caulfield John P | Officer | M-Exempt | A | OP Units | 1,257 | 0.00 | — | 21,853 | — | ↗ |
| 2024-01-01 | Brady Tanya | Officer | M-Exempt | D | Class B Units | 686 | 0.00 | — | 686 | — | ↗ |
| 2023-12-31 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 338 | 36.48 | 12.3K | 25,234 | — | ↗ |
| 2023-12-31 | Myers Robert F. | Officer | F-InKind | D | Common Stock | 3,622 | 36.48 | 132.1K | 29,366 | — | ↗ |
| 2023-12-31 | Murphy Devin Ignatius | Director / Officer | M-Exempt | D | Class B Units | 36,865 | 0.00 | — | 0 | — | ↗ |
| 2023-12-31 | Edison Jeffrey | Director / Officer | F-InKind | D | Common Stock | 14,222 | 36.48 | 518.8K | 220,610 | — | ↗ |
| 2023-12-31 | Caulfield John P | Officer | F-InKind | D | Common Stock | 1,459 | 36.48 | 53.2K | 22,733 | — | ↗ |
| 2023-12-31 | Brady Tanya | Officer | F-InKind | D | Common Stock | 878 | 36.48 | 32.0K | 17,021 | — | ↗ |
| 2023-10-31 | Myers Robert F. | Officer | M-Exempt | D | Class C Units | 1,813 | 0.00 | — | 0 | — | ↗ |
| 2023-10-31 | Murphy Devin Ignatius | Officer | M-Exempt | A | OP Units | 11,080 | 0.00 | — | 288,812 | — | ↗ |
| 2023-10-31 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class C Units | 5,892 | 0.00 | — | 0 | — | ↗ |
| 2023-10-30 | Terry Anthony E | Director | A-Award | A | Common Stock | 1,683 | 0.00 | — | 1,683 | — | ↗ |
| 2023-08-04 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 96 | 35.53 | 3.4K | 25,572 | — | ↗ |
| 2023-08-04 | Myers Robert F. | Officer | F-InKind | D | Common Stock | 1,169 | 35.53 | 41.5K | 32,988 | — | ↗ |
| 2023-08-04 | Edison Jeffrey | Director / Officer | F-InKind | D | Common Stock | 6,190 | 35.53 | 219.9K | 234,832 | — | ↗ |
| 2023-08-04 | Caulfield John P | Officer | A-Award | A | Common Stock | 3,080 | 0.00 | — | 24,620 | — | ↗ |
| 2023-08-04 | Brady Tanya | Officer | F-InKind | D | Common Stock | 254 | 35.53 | 9.0K | 17,899 | — | ↗ |
| 2023-06-29 | Wang Parilee Edison | Director | A-Award | A | Common Stock | 2,776 | 0.00 | — | 24,990 | — | ↗ |
| 2023-05-16 | CHAO LESLIE T | Director | P-Purchase | A | Common Stock | 10,000 | 29.18 | 291.8K | 45,426 | — | ↗ |
| 2023-05-09 | Wood Gregory S. | Director | A-Award | A | Common Stock | 3,693 | 0.00 | — | 20,667 | — | ↗ |
| 2023-05-09 | Strong John A. | Director | A-Award | A | Common Stock | 3,693 | 0.00 | — | 17,596 | — | ↗ |
| 2023-05-09 | Silfen Jane | Director | A-Award | A | Common Stock | 3,693 | 0.00 | — | 15,203 | — | ↗ |
| 2023-05-09 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 3,693 | 0.00 | — | 40,781 | — | ↗ |
| 2023-05-09 | Fischer Elizabeth | Director | A-Award | A | Common Stock | 3,693 | 0.00 | — | 15,203 | — | ↗ |
| 2023-05-09 | CHAO LESLIE T | Director | A-Award | A | Common Stock | 3,693 | 0.00 | — | 35,426 | — | ↗ |
| 2023-03-01 | Robison Jennifer L | Officer | A-Award | A | Common Stock | 3,255 | 0.00 | — | 24,020 | — | ↗ |
| 2023-03-01 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 2,810 | 0.00 | — | 8,433 | — | ↗ |
| 2023-03-01 | Murphy Devin Ignatius | Officer | A-Award | A | Class B Units | 11,080 | 0.00 | — | 11,080 | — | ↗ |
| 2023-03-01 | Edison Jeffrey | Director / Officer | A-Award | A | Class B Units | 36,011 | 0.00 | — | 36,011 | — | ↗ |
| 2023-03-01 | Caulfield John P | Officer | A-Award | A | Common Stock | 5,946 | 0.00 | — | 22,368 | — | ↗ |
| 2023-03-01 | Brady Tanya | Officer | M-Exempt | A | OP Units | 624 | 0.00 | — | 18,944 | — | ↗ |
| 2023-01-15 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 835 | 33.71 | 28.1K | 20,765 | — | ↗ |
| 2023-01-15 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 26,695 | 0.00 | — | 26,695 | — | ↗ |
| 2023-01-15 | Murphy Devin Ignatius | Officer | M-Exempt | D | Class B Units | 36,864 | 0.00 | — | 36,865 | — | ↗ |
| 2023-01-15 | Edison Jeffrey | Officer | M-Exempt | A | OP Units | 49,576 | 0.00 | — | 3,280,022 | — | ↗ |
| 2023-01-15 | Caulfield John P | Officer | M-Exempt | D | Class B Units | 16,949 | 0.00 | — | 16,949 | — | ↗ |
| 2023-01-15 | Brady Tanya | Officer | M-Exempt | D | Class B Units | 16,949 | 0.00 | — | 16,949 | — | ↗ |
| 2023-01-01 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 732 | 31.84 | 23.3K | 21,600 | — | ↗ |
| 2023-01-01 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 3,429 | 0.00 | — | 6,857 | — | ↗ |
| 2023-01-01 | Edison Jeffrey | Officer | F-InKind | D | Common Stock | 2,888 | 31.84 | 92.0K | 172,971 | — | ↗ |
| 2023-01-01 | Caulfield John P | Officer | M-Exempt | A | OP Units | 1,257 | 0.00 | — | 2,514 | — | ↗ |
| 2023-01-01 | Brady Tanya | Officer | M-Exempt | A | OP Units | 685 | 0.00 | — | 1,371 | — | ↗ |
| 2022-12-31 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 446 | 31.84 | 14.2K | 22,332 | — | ↗ |
| 2022-12-31 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 8,145 | 0.00 | — | 138,143 | — | ↗ |
| 2022-12-31 | Edison Jeffrey | Officer | M-Exempt | A | OP Units | 26,471 | 0.00 | — | 3,211,949 | — | ↗ |
| 2022-12-31 | Caulfield John P | Officer | F-InKind | D | Common Stock | 377 | 31.84 | 12.0K | 17,028 | — | ↗ |
| 2022-12-31 | Brady Tanya | Officer | F-InKind | D | Common Stock | 993 | 31.84 | 31.6K | 14,141 | — | ↗ |
| 2022-11-21 | Massey Paul | Director | S-Sale | D | Common Stock | 9,600 | 31.42 | 301.6K | 10,439 | — | ↗ |
| 2022-08-04 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 692 | 0.00 | — | 129,306 | — | ↗ |
| 2022-08-04 | Murphy Devin Ignatius | Officer | M-Exempt | D | Class B Units | 11,243 | 0.00 | — | 0 | — | ↗ |
| 2022-08-04 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class C Units | 2,249 | 0.00 | — | 2,249 | — | ↗ |
| 2022-06-16 | Wood Gregory S. | Director | J-Other | D | Class B Common Stock | 8,717 | 0.00 | — | 0 | — | ↗ |
| 2022-06-16 | Strong John A. | Director | J-Other | D | Class B Common Stock | 7,146 | 0.00 | — | 0 | — | ↗ |
| 2022-06-16 | Silfen Jane | Director | J-Other | A | Common Stock | 4,753 | 0.00 | — | 8,142 | — | ↗ |
| 2022-06-16 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 3,368 | 0.00 | — | 37,088 | — | ↗ |
| 2022-06-16 | Massey Paul | Director | J-Other | D | Class B Common Stock | 13,283 | 0.00 | — | 0 | — | ↗ |
| 2022-06-16 | Fischer Elizabeth | Director | J-Other | A | Common Stock | 4,753 | 0.00 | — | 8,142 | — | ↗ |
| 2022-06-16 | CHAO LESLIE T | Director | J-Other | D | Class B Common Stock | 189 | 0.00 | — | 0 | — | ↗ |
| 2022-05-04 | Robison Jennifer L | Officer | A-Award | A | Common Stock | 1,308 | 0.00 | — | 22,960 | — | ↗ |
| 2022-05-04 | Myers Robert F. | Officer | A-Award | A | Class C Units | 1,813 | 0.00 | — | 1,813 | — | ↗ |
| 2022-05-04 | Murphy Devin Ignatius | Officer | A-Award | A | Class C Units | 2,154 | 0.00 | — | 2,154 | — | ↗ |
| 2022-05-04 | Edison Jeffrey | Director / Officer | A-Award | A | Class C Units | 4,799 | 0.00 | — | 4,799 | — | ↗ |
| 2022-05-04 | Caulfield John P | Officer | F-InKind | D | Common Stock | 222 | 34.90 | 7.7K | 16,453 | — | ↗ |
| 2022-05-04 | Brady Tanya | Officer | F-InKind | D | Common Stock | 412 | 34.90 | 14.4K | 15,134 | — | ↗ |
| 2022-03-01 | Robison Jennifer L | Officer | J-Other | D | Class B Common Stock | 4,059 | 0.00 | — | 0 | — | ↗ |
| 2022-03-01 | Myers Robert F. | Officer | A-Award | A | Class B Units | 11,243 | 0.00 | — | 11,243 | — | ↗ |
| 2022-03-01 | Murphy Devin Ignatius | Officer | A-Award | A | Class B Units | 11,243 | 0.00 | — | 11,243 | — | ↗ |
| 2022-03-01 | Edison Jeffrey | Officer | J-Other | A | Common Stock | 12,088 | 0.00 | — | 12,088 | — | ↗ |
| 2022-03-01 | Caulfield John P | Officer | A-Award | A | Class B Units | 4,535 | 0.00 | — | 4,535 | — | ↗ |
| 2022-03-01 | Brady Tanya | Officer | A-Award | A | Class B Units | 2,498 | 0.00 | — | 2,498 | — | ↗ |
| 2022-01-15 | Wood Gregory S. | Director | J-Other | A | Common Stock | 8,717 | 0.00 | — | 13,606 | — | ↗ |
| 2022-01-15 | Robison Jennifer L | Officer | J-Other | A | Common Stock | 4,058 | 0.00 | — | 16,973 | — | ↗ |
| 2022-01-15 | QUAZZO STEPHEN R | Director | J-Other | A | Common Stock | 30,331 | 0.00 | — | 33,720 | — | ↗ |
| 2022-01-15 | Murphy Devin Ignatius | Officer | J-Other | D | Class B Common Stock | 13,576 | 0.00 | — | 0 | — | ↗ |
| 2022-01-15 | Massey Paul | Director | J-Other | A | Common Stock | 13,282 | 0.00 | — | 16,671 | — | ↗ |
| 2022-01-15 | Fischer Elizabeth | Director | J-Other | D | Class B Common Stock | 4,753 | 0.00 | — | 0 | — | ↗ |
| 2022-01-15 | Edison Jeffrey | Director / Officer | J-Other | D | Class B Common Stock | 33,333 | 0.00 | — | 0 | — | ↗ |
| 2022-01-15 | Caulfield John P | Officer | J-Other | D | Class B Common Stock | 3,952 | 0.00 | — | 0 | — | ↗ |
| 2022-01-15 | CHAO LESLIE T | Director | J-Other | A | Common Stock | 17,976 | 0.00 | — | 28,365 | — | ↗ |
| 2022-01-11 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 3,428 | 0.00 | — | 10,286 | — | ↗ |
| 2022-01-11 | Murphy Devin Ignatius | Officer | M-Exempt | D | Class B Units | 13,201 | 0.00 | — | 87,443 | — | ↗ |
| 2022-01-11 | Edison Jeffrey | Director / Officer | A-Award | A | OP Units | 25,236 | 0.00 | — | 276,927 | — | ↗ |
| 2022-01-11 | Caulfield John P | Officer | M-Exempt | D | Class B Units | 1,257 | 0.00 | — | 3,772 | — | ↗ |
| 2022-01-11 | Brady Tanya | Officer | M-Exempt | A | OP Units | 686 | 0.00 | — | 686 | — | ↗ |
| 2022-01-01 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 1,047 | 33.04 | 34.6K | 12,915 | — | ↗ |
| 2022-01-01 | Myers Robert F. | Officer | M-Exempt | D | Class B Units | 6,438 | 0.00 | — | 82,033 | — | ↗ |
| 2022-01-01 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class B Units | 22,953 | 0.00 | — | 176,990 | — | ↗ |
| 2022-01-01 | Caulfield John P | Officer | F-InKind | D | Common Stock | 3,252 | 33.04 | 107.4K | 10,975 | — | ↗ |
| 2022-01-01 | Brady Tanya | Officer | F-InKind | D | Common Stock | 2,202 | 33.04 | 72.8K | 6,280 | — | ↗ |
| 2021-12-31 | Robison Jennifer L | Officer | F-InKind | D | Common Stock | 157 | 33.04 | 5.2K | 13,962 | — | ↗ |
| 2021-12-31 | Myers Robert F. | Officer | M-Exempt | A | OP Units | 6,631 | 0.00 | — | 59,519 | — | ↗ |
| 2021-12-31 | Edison Jeffrey | Director / Officer | M-Exempt | D | Class B Units | 14,778 | 0.00 | — | 199,943 | — | ↗ |
| 2021-12-31 | Caulfield John P | Officer | F-InKind | D | Common Stock | 133 | 33.04 | 4.4K | 14,227 | — | ↗ |
| 2021-12-31 | Brady Tanya | Officer | F-InKind | D | Common Stock | 173 | 33.04 | 5.7K | 8,482 | — | ↗ |
| 2021-12-16 | Murphy Devin Ignatius | Officer | G-Gift | D | OP Units | 30,000 | 0.00 | — | 159,944 | — | ↗ |
| 2021-10-29 | Edison Jeffrey | Director / Officer | G-Gift | A | OP Units | 207,500 | 0.00 | — | 473,885 | — | ↗ |
| 2021-10-20 | Edison Jeffrey | Director / Officer | G-Gift | D | OP Units | 182,500 | 0.00 | — | 2,664,641 | — | ↗ |
| 2021-10-15 | Edison Jeffrey | Director / Officer | G-Gift | D | OP Units | 400,000 | 0.00 | — | 2,847,141 | — | ↗ |
| 2021-07-19 | Wood Gregory S. | Director | P-Purchase | A | Common Stock | 1,500 | 28.00 | 42.0K | 4,890 | — | ↗ |
| 2021-07-19 | Edison Jeffrey | Director / Officer | P-Purchase | A | Common Stock | 50,000 | 28.00 | 1.40M | 76,351 | — | ↗ |
| 2021-07-19 | CHAO LESLIE T | Director | P-Purchase | A | Common Stock | 7,000 | 28.00 | 196.0K | 10,390 | — | ↗ |
| 2021-07-15 | Wood Gregory S. | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 3,390 | — | ↗ |
| 2021-07-15 | Strong John A. | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 3,390 | — | ↗ |
| 2021-07-15 | Silfen Jane | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 3,390 | — | ↗ |
| 2021-07-15 | Robison Jennifer L | Officer | A-Award | A | Common Stock | 5,932 | 0.00 | — | 14,119 | — | ↗ |
| 2021-07-15 | QUAZZO STEPHEN R | Director | A-Award | A | Common Stock | 3,390 | 0.00 | — | 3,390 | — | ↗ |
Executive team
Top executives
EBIT / Employee
764.8K
Shares Outstanding
125.97M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 991.9K | — | 4.93M | — | 1.96M | 179.0K | 8.06M | 61.16% | ↗ |
| 2 | 2025 | Robert F. Myers President | 576.5K | — | 1.54M | — | 812.3K | 11.8K | 2.94M | 52.37% | ↗ |
| 3 | 2025 | John P. Caulfield Chief Financial Officer, Executive Vice President and Treasurer | 494.2K | — | 1.34M | — | 560.2K | 11.0K | 2.41M | 55.74% | ↗ |
| 4 | 2025 | Joseph G. Schlosser Chief Operating Officer and Executive Vice President | 366.0K | — | 584.1K | — | 518.2K | 25.6K | 1.49M | 39.10% | ↗ |
| 5 | 2025 | Tanya E. Brady Chief Legal & Administrative Officer, Executive Vice President and Secretary | 437.7K | — | 580.9K | — | 378.1K | 10.8K | 1.41M | 41.27% | ↗ |
| 6 | 2024 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 927.4K | — | 4.43M | — | 1.44M | 197.6K | 6.99M | 63.37% | ↗ |
| 7 | 2024 | Robert F. Myers President | 547.1K | — | 1.39M | — | 577.5K | 46.1K | 2.56M | 54.24% | ↗ |
| 8 | 2024 | John P. Caulfield Chief Financial Officer, Executive Vice President and Treasurer | 448.3K | — | 1.03M | — | 378.0K | 28.7K | 1.88M | 54.54% | ↗ |
| 9 | 2024 | Tanya E. Brady General Counsel, Executive Vice President and Secretary | 417.7K | — | 502.5K | — | 262.5K | 25.4K | 1.21M | 41.59% | ↗ |
| 10 | 2024 | Tanya E. Brady Chief Legal & Administrative Officer, Executive Vice President and Secretary | 417.7K | — | 502.5K | — | 262.5K | 25.4K | 1.21M | 41.59% | ↗ |
| 11 | 2023 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 907.5K | — | 4.17M | — | 1.61M | 457.6K | 7.15M | 58.41% | ↗ |
| 12 | 2023 | Robert F. Myers Chief Operating Officer and Executive Vice President | 523.2K | — | 1.13M | — | 630.0K | 136.0K | 2.42M | 46.72% | ↗ |
| 13 | 2023 | Robert F. Myers President | 523.2K | — | 1.13M | — | 630.0K | 136.0K | 2.42M | 46.72% | ↗ |
| 14 | 2023 | Devin I. Murphy President | 523.2K | — | 1.10M | — | 630.0K | 84.7K | 2.34M | 47.02% | ↗ |
| 15 | 2023 | John P. Caulfield Chief Financial Officer, Executive Vice President and Treasurer | 432.5K | — | 814.7K | — | 300.0K | 63.0K | 1.61M | 50.60% | ↗ |
| 16 | 2023 | Tanya E. Brady General Counsel, Chief Ethics & Compliance Officer, Executive Vice President and Secretary | 397.6K | — | 489.7K | — | 228.0K | 48.7K | 1.16M | 42.07% | ↗ |
| 17 | 2023 | Tanya E. Brady Chief Legal & Administrative Officer, Executive Vice President and Secretary | 397.6K | — | 489.7K | — | 228.0K | 48.7K | 1.16M | 42.07% | ↗ |
| 18 | 2023 | Tanya E. Brady General Counsel, Executive Vice President and Secretary | 397.6K | — | 489.7K | — | 228.0K | 48.7K | 1.16M | 42.07% | ↗ |
| 19 | 2022 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 880.1K | — | 4.14M | — | 1.50M | 335.7K | 6.85M | 60.41% | ↗ |
| 20 | 2022 | Robert F. Myers Chief Operating Officer and Executive Vice President | 507.3K | — | 1.30M | — | 586.0K | 110.4K | 2.50M | 51.85% | ↗ |
| 21 | 2022 | Robert F. Myers President | 507.3K | — | 1.30M | — | 586.0K | 110.4K | 2.50M | 51.85% | ↗ |
| 22 | 2022 | Devin I. Murphy President | 507.3K | — | 1.13M | — | 586.0K | 120.4K | 2.34M | 48.19% | ↗ |
| 23 | 2022 | John P. Caulfield Chief Financial Officer, Executive Vice President and Treasurer | 407.2K | — | 687.9K | — | 278.3K | 70.3K | 1.44M | 47.65% | ↗ |
| 24 | 2022 | Tanya E. Brady General Counsel, Executive Vice President and Secretary | 377.9K | — | 408.0K | — | 209.3K | 78.2K | 1.07M | 38.01% | ↗ |
| 25 | 2022 | Tanya E. Brady General Counsel, Chief Ethics & Compliance Officer, Executive Vice President and Secretary | 377.9K | — | 408.0K | — | 209.3K | 78.2K | 1.07M | 38.01% | ↗ |
| 26 | 2021 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 846.7K | 562.5K | 5.80M | — | 1.31M | 283.0K | 8.81M | 65.88% | ↗ |
| 27 | 2021 | Devin I. Murphy President | 489.2K | 661.5K | 3.19M | — | 73.5K | 94.4K | 4.51M | 70.79% | ↗ |
| 28 | 2021 | Robert F. Myers Chief Operating Officer and Executive Vice President | 489.2K | 220.5K | 2.44M | — | 514.5K | 83.6K | 3.75M | 65.11% | ↗ |
| 29 | 2021 | John P. Caulfield Chief Financial Officer, Executive Vice President and Treasurer | 357.4K | 108.9K | 1.30M | — | 254.1K | 43.9K | 2.06M | 62.96% | ↗ |
| 30 | 2021 | Tanya E. Brady General Counsel, Chief Ethics & Compliance Officer, Executive Vice President and Secretary | 364.4K | 78.8K | 1.14M | — | 183.8K | 37.4K | 1.81M | 63.21% | ↗ |
| 31 | 2020 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 751.9K | 937.5K | 2.92M | — | — | 902.7K | 5.52M | 53.02% | ↗ |
| 32 | 2020 | Robert F. Myers Chief Operating Officer and Executive Vice President | 478.7K | 367.5K | 900.0K | — | — | 307.0K | 2.05M | 43.83% | ↗ |
| 33 | 2020 | Devin I. Murphy President | 478.7K | 367.5K | — | — | — | 385.3K | 1.23M | 0.00% | ↗ |
| 34 | 2020 | John P. Caulfield Chief Financial Officer, Executive Vice President and Treasurer | 316.6K | 165.0K | 361.3K | — | — | 41.0K | 884.0K | 40.88% | ↗ |
| 35 | 2020 | John P. Caulfield Chief Financial Officer, Senior Vice President and Treasurer | 316.6K | 165.0K | 361.3K | — | — | 23.1K | 866.1K | 41.72% | ↗ |
| 36 | 2020 | Tanya E. Brady General Counsel, Chief Ethics & Compliance Officer, Executive Vice President and Secretary | 353.7K | 131.3K | 168.0K | — | — | 44.3K | 697.3K | 24.09% | ↗ |
| 37 | 2020 | Tanya E. Brady General Counsel, Senior Vice President, and Secretary | 353.7K | 131.3K | 168.0K | — | — | 20.4K | 673.4K | 24.95% | ↗ |
| 38 | 2019 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 838.3K | 352.5K | 10.23M | — | 1.31M | 585.3K | 13.32M | 76.81% | ↗ |
| 39 | 2019 | Devin I. Murphy President | 487.0K | 138.2K | 4.19M | — | 514.5K | 287.6K | 5.61M | 74.58% | ↗ |
| 40 | 2019 | Robert F. Myers Chief Operating Officer and Executive Vice President | 487.0K | 172.0K | 1.52M | — | 514.5K | 242.3K | 2.93M | 51.73% | ↗ |
| 41 | 2019 | Devin I. Murphy President and Former Chief Financial Officer | 487.0K | 138.2K | 437.6K | — | 514.5K | 178.3K | 1.76M | 24.93% | ↗ |
| 42 | 2019 | Tanya E. Brady General Counsel, Senior Vice President, and Secretary | 345.2K | 45.1K | 275.6K | — | 168.0K | 36.6K | 870.6K | 31.66% | ↗ |
| 43 | 2019 | Tanya E. Brady General Counsel, Chief Ethics & Compliance Officer, Executive Vice President and Secretary | 345.2K | 45.1K | 275.6K | — | 168.0K | 36.6K | 870.6K | 31.66% | ↗ |
| 44 | 2019 | John P. Caulfield Chief Financial Officer, Executive Vice President and Treasurer | 259.5K | 53.6K | 211.0K | — | 199.5K | 38.7K | 762.2K | 27.68% | ↗ |
| 45 | 2019 | John P. Caulfield Chief Financial Officer, Senior Vice President and Treasurer | 259.5K | 53.6K | 211.0K | — | 199.5K | 38.7K | 762.2K | 27.68% | ↗ |
| 46 | 2019 | R. Mark Addy Former Executive Vice President | 238.1K | — | 355.0K | — | — | 30.3K | 623.4K | 56.95% | ↗ |
| 47 | 2018 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 725.4K | 300.0K | 4.01M | — | 1.20M | 393.2K | 6.62M | 60.47% | ↗ |
| 48 | 2018 | Jeffrey S. Edison Chairman of the Board, Chief Executive Officer, and President | 725.4K | 300.0K | 4.01M | — | 1.20M | 393.2K | 6.62M | 60.47% | ↗ |
| 49 | 2018 | Devin I. Murphy Chief Financial Officer and Treasurer | 464.8K | 143.2K | 1.37M | — | 572.9K | 285.4K | 2.84M | 48.39% | ↗ |
| 50 | 2018 | Devin I. Murphy President | 464.8K | 143.2K | 1.37M | — | 572.9K | 285.4K | 2.84M | 48.39% | ↗ |
| 51 | 2018 | Devin I. Murphy President and Former Chief Financial Officer | 464.8K | 143.2K | 1.37M | — | 572.9K | 285.4K | 2.84M | 48.39% | ↗ |
| 52 | 2018 | Robert F. Myers Chief Operating Officer and Senior Vice President | 474.7K | 143.2K | 1.29M | — | 572.9K | 289.2K | 2.77M | 46.52% | ↗ |
| 53 | 2018 | Robert F. Myers Chief Operating Officer and Executive Vice President | 474.7K | 143.2K | 1.29M | — | 572.9K | 289.2K | 2.77M | 46.52% | ↗ |
| 54 | 2018 | R. Mark Addy Executive Vice President | 230.5K | 50.0K | 303.0K | — | 120.0K | 57.9K | 761.3K | 39.80% | ↗ |
| 55 | 2018 | R. Mark Addy Former Executive Vice President | 230.5K | 50.0K | 303.0K | — | 120.0K | 57.9K | 761.3K | 39.80% | ↗ |
| 56 | 2017 | R. Mark Addy Executive Vice President | 225.0K | 999.9K | — | — | — | 170.7K | 1.40M | 0.00% | ↗ |
| 57 | 2017 | R. Mark Addy Former Executive Vice President | 225.0K | 999.9K | — | — | — | 170.7K | 1.40M | 0.00% | ↗ |
| 58 | 2017 | Robert F. Myers Chief Operating Officer and Senior Vice President | 463.0K | 556.2K | — | — | — | 11.5K | 1.03M | 0.00% | ↗ |
| 59 | 2017 | Robert F. Myers Chief Operating Officer and Executive Vice President | 463.0K | 556.2K | — | — | — | 11.5K | 1.03M | 0.00% | ↗ |
| 60 | 2017 | Devin I. Murphy Chief Financial Officer and Treasurer | 411.5K | 520.2K | — | — | — | 12.7K | 944.3K | 0.00% | ↗ |
| 61 | 2017 | Devin I. Murphy President and Former Chief Financial Officer | 411.5K | 520.2K | — | — | — | 12.7K | 944.3K | 0.00% | ↗ |
| 62 | 2017 | Jeffrey S. Edison Chairman of the Board, Chief Executive Officer, and President | 411.5K | 309.0K | — | — | — | 37.3K | 757.8K | 0.00% | ↗ |
| 63 | 2017 | Jeffrey S. Edison Chairman of the Board and Chief Executive Officer | 411.5K | 309.0K | — | — | — | 37.3K | 757.8K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Jeffrey S. Edison | Co-Founder, Chairman & Chief Executive Officer | 3M | male |
| Robert F. Myers | President | 1M | male |
| John Caulfield | Executive Vice President, Chief Financial Officer & Treasurer | 1M | male |
| Joseph G. Schlosser | Chief Operating Officer & Executive Vice President | 909.7K | male |
| Tanya E. Brady | Executive VP, Secretary, Chief Legal & Administrative Officer | 826.6K | female |
| Jennifer L. Robison | Senior Vice President & Chief Accounting Officer | — | female |
| Keith A. Rummer | Senior Vice President & Chief People Officer | — | male |
| Kimberly A. Green | Senior Vice President & Head of Investor Relations | — | female |
| Gary G. Bailey | Senior Vice President & Chief Information Officer | — | male |
| Scott Wallace | Senior Vice President & Chief Compliance Officer | — | male |
| Ben Williamson | Senior VP & Head of Marketing | — | male |
ESG Rating
ESG Score History REIT - RETAIL
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for PECO
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.
