Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
PennyMac Financial Services, Inc. (PFSI)
USD85.30
+2.39 (+2.88%)
US NYSE Financial Services Financial - Mortgages
Address
3043 Townsgate Road 91361
Westlake Village, CA, US
Westlake Village, CA, US
CEO
David A. Spector
Website
ir.pennymacfinancial.com
IPO
2013-05-09
CIK 1745916 ISIN US70932M1071
Description
PennyMac Financial Services, Inc. (PFSI), through its various subsidiaries, is actively engaged in mortgage banking and investment management activities across the United States. The company's operations are structured into three primary divisions: Production, Servicing, and Investment Management. The Production segment focuses on the creation, acquisition, and subsequent sale of loans. Its primary involvement is with first-lien residential mortgage loans, encompassing both conventional products and those insured or guaranteed by the government. The Servicing segment is responsible for the administration of newly originated loans, in addition to managing early buyout transactions and providing servicing for other loan portfolios. This involves a broad range of activities, such as general loan administration, payment collection, and managing defaults. Specific duties include processing loan payments, addressing customer inquiries, meticulously accounting for principal and interest, holding custodial funds for property taxes and insurance premiums, providing guidance to delinquent borrowers, and supervising foreclosure processes and property dispositions. Furthermore, this segment implements loss mitigation strategies, including loan modification and forbearance programs. The Investment Management segment's core functions include identifying potential investment assets, conducting thorough due diligence, submitting bids, and finalizing acquisitions. It also oversees the correspondent production operations for PennyMac Mortgage Investment Trust and manages the acquired asset base. PennyMac Financial Services, Inc. was established in 2008 and maintains its headquarters in Westlake Village, California.
News Sentiment (7d)
3 articles
- Rosen Law Firm Encourages PennyMac Financial Services, Inc. Investors to Inquire About Securities Class Action Investigation - PFSI PRNewsWire
- PFSI Investor News: If You Have Suffered Losses in PennyMac Financial Services, Inc. (NYSE: PFSI), You Are Encouraged to Contact The Rosen Law Firm About Your Rights GlobeNewsWire
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| 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
Loading risk profile…
Price Chart
USD85.30
+2.39 (+2.88%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
555.1K
Beta
1.44
Float Shares
49.93M
Free Float %
95.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.32% | +1.43% | -3.04% | -3.13% | -31.37% | -32.77% | -10.51% | +48.86% | +56.65% | +568.91% | +364.03% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
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 (20 ratings, all time)
Buy
Price Targets & DCF
Current price
85.30
Low
107.00
+25.4%
Consensus
127.80
+49.8%
Median
112.00
+31.3%
High
160.00
+87.6%
DCF (Unlevered)
316.68
+271.2%
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)
75% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 3 | 0 |
| Buy | 3 | 0 |
| Hold | 2 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 2 |
109.50
+28.4%
|
| Last Quarter | 3 |
109.67
+28.6%
|
| Last Year | 16 |
137.75
+61.5%
|
| All Time | 27 |
119.93
+40.6%
|
Quality scores
Altman Z-Score
0.12
Distress
Piotroski F-Score
4 / 9
Average
MOAT Score
5 / 10
Developing
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Mortgages: +18.2%+173.8% ★ Q1'26: -49.1% (vs Q1'25)
-
EPS growth Financial - Mortgages: +18.3%+59.3% ★ Q1'26: +7.7% (vs Q1'25)
-
FCF margin FCF growth · Financial - Mortgages: +84.8%+17.0% Q1'26: -228.8% (vs Q1'25)
-
EBIT margin Financial - Mortgages: +34.8%+34.7% Q1'26: +53.8% (vs Q1'25)
-
ROIC Financial - Mortgages: +4.9%+5.2% ★ Q1'26: +4.4% (vs Q1'25)
-
Share dilution Financial - Mortgages: 0.0%+1.0% Q1'26: +0.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Mortgages: 7.44×15.25× Q1'26: 14.67× (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 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 2 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 3 Rev. Ana. 3 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
526.88M
est: 554.90M (-5.0%)
|
778.07M
est: 725.80M (+7.2%)
|
1.01B
est: 883.23M (+14.8%)
|
1.08B
est: 907.72M (+19.0%)
|
1.14B
est: 965.30M (+17.8%)
|
1.68B
est: 1.47B (+13.9%)
|
3.95B
est: 3.70B (+6.8%)
|
3.56B
est: 3.23B (+10.2%)
|
2.32B
est: 1.95B (+18.9%)
|
2.04B
est: 1.92B (+6.4%)
|
1.59B
est: 1.65B (-3.2%)
|
4.36B
est: 2.19B (+99.4%)
|
2.44B
2.41B – 2.48B
+11.3% YoY
|
2.74B
2.72B – 2.77B
+12.5% YoY
|
2.93B
2.89B – 2.97B
+6.8% YoY
|
| EBITDA |
265.90M
est: 142.97M (+86.0%)
|
434.75M
est: 311.01M (+39.8%)
|
689.21M
est: 512.34M (+34.5%)
|
617.54M
est: 548.22M (+12.6%)
|
280.62M
est: 488.41M (-42.5%)
|
554.62M
est: 1.10B (-49.6%)
|
2.28B
est: 1.63B (+39.6%)
|
1.40B
est: 1.50B (-6.6%)
|
738.93M
est: 982.52M (-24.8%)
|
424.06M
est: 599.20M (-29.2%)
|
473.17M
est: 515.09M (-8.1%)
|
1.51B
est: 684.51M (+120.9%)
|
762.08M
752.71M – 774.57M
+11.3% YoY
|
857.50M
851.33M – 866.75M
+12.5% YoY
|
915.89M
903.59M – 928.19M
+6.8% YoY
|
| EBIT |
223.03M
est: 221.50M (+0.7%)
|
279.19M
est: 285.02M (-2.0%)
|
383.08M
est: 334.21M (+14.6%)
|
335.91M
est: 334.58M (+0.4%)
|
267.70M
est: 259.59M (+3.1%)
|
529.44M
est: 457.45M (+15.7%)
|
2.24B
est: 1.64B (+36.5%)
|
1.36B
est: 1.46B (-6.6%)
|
688.69M
est: 771.88M (-10.8%)
|
354.04M
est: 556.38M (-36.4%)
|
403.51M
est: 478.28M (-15.6%)
|
1.51B
est: 635.59M (+137.9%)
|
707.61M
698.91M – 719.21M
+11.3% YoY
|
796.21M
790.48M – 804.80M
+12.5% YoY
|
850.43M
839.01M – 861.85M
+6.8% YoY
|
| Net Income |
36.84M
est: 36.58M (+0.7%)
|
47.23M
est: 48.23M (-2.1%)
|
66.08M
est: 57.61M (+14.7%)
|
100.76M
est: 101.06M (-0.3%)
|
87.69M
est: 81.56M (+7.5%)
|
392.97M
est: 339.85M (+15.6%)
|
1.65B
est: 1.21B (+36.5%)
|
1.00B
est: 1.07B (-6.6%)
|
475.51M
est: 686.04M (-30.7%)
|
144.66M
est: 220.44M (-34.4%)
|
311.42M
est: 386.60M (-19.4%)
|
501.08M
est: 561.90M (-10.8%)
|
580.77M
573.70M – 587.84M
+3.4% YoY
|
780.48M
756.77M – 804.19M
+34.4% YoY
|
839.88M
816.02M – 863.73M
+7.6% YoY
|
| SGA |
63.38M
est: 26.55M (+138.7%)
|
107.93M
est: 41.46M (+160.3%)
|
135.23M
est: 50.35M (+168.6%)
|
127.08M
est: 95.42M (+33.2%)
|
150.59M
est: 118.36M (+27.2%)
|
215.91M
est: 116.49M (+85.4%)
|
322.51M
est: 158.22M (+103.8%)
|
461.24M
est: 161.58M (+185.5%)
|
338.17M
est: 335.09M (+0.9%)
|
238.08M
est: 380.45M (-37.4%)
|
654.71M
est: 327.05M (+100.2%)
|
829.06M
est: 434.62M (+90.8%)
|
483.87M
477.92M – 491.80M
+11.3% YoY
|
544.45M
540.53M – 550.32M
+12.5% YoY
|
581.52M
573.71M – 589.33M
+6.8% YoY
|
| EPS |
1.73
est: 1.73 (+0.0%)
|
2.17
est: 2.19 (-0.7%)
|
2.98
est: 2.78 (+7.1%)
|
4.34
est: 2.58 (+68.2%)
|
2.59
est: 2.28 (+13.5%)
|
5.02
est: 5.24 (-4.2%)
|
21.91
est: 21.11 (+3.8%)
|
15.73
est: 15.48 (+1.6%)
|
8.96
est: 8.42 (+6.4%)
|
2.89
est: 3.85 (-24.8%)
|
6.11
est: 7.20 (-15.1%)
|
9.69
est: 10.43 (-7.1%)
|
10.78
10.65 – 10.91
+3.4% YoY
|
14.49
14.04 – 14.93
+34.4% YoY
|
15.72
15.14 – 16.03
+8.5% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-11 | Barclays | Overweight | Overweight | Maintain |
| 2026-05-08 | Keefe, Bruyette & Woods | Outperform | Outperform | Maintain |
| 2026-05-06 | Wells Fargo | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | B | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-08 | B | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-07 | B | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-06 | B | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-05 | B | 3/5 | 1/5 | 4/5 | 4/5 | 1/5 | 3/5 | 3/5 |
| 2026-05-04 | B- | 2/5 | 1/5 | 4/5 | 4/5 | 1/5 | 2/5 | 2/5 |
| 2026-05-01 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-30 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-29 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-28 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-27 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-24 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-23 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-22 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-21 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-20 | B- | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 2/5 | 2/5 |
| 2026-04-17 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
| 2026-04-16 | B | 3/5 | 1/5 | 4/5 | 5/5 | 1/5 | 3/5 | 2/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
-3.80B
OE per share TTM
-70.48
Owner's Yield
-82.35%
Maintenance CapEx ratio
17.78%
Maint CapEx / Avg PPE
2.8%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
30
Total invested
16.07M
Insider transactions (90d)
2
Beneficial owners (>5%)
14
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Stanford L. Kurland | 9.25M | 11.90% | 932.1K | 8.31M | 932.1K | — | IN | United States | 2019-02-14 | ↗ |
| 2 | Kurland Family Investments, LLC | 8.31M | 10.70% | — | 8.31M | — | — | OO | United States | 2019-02-14 | ↗ |
| 3 | 85-4328500 | 4.91M | 9.80% | 1.67M | — | 4.91M | — | IA | Maryland | 2024-02-14 | ↗ |
| 4 | 52-0556948 | 4.90M | 6.30% | 1.13M | — | 4.90M | — | IA | Maryland | 2019-02-14 | ↗ |
| 5 | 30-0447847 | 2.69M | 5.40% | 2.65M | — | 2.69M | — | IA | Delaware Limited Partnership | 2024-02-09 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 2.61M | 5.23% | — | — | — | 69.6K | IA | Pennsylvania | 2024-02-13 | ↗ |
| 7 | Richard Mashaal | 2.52M | 5.00% | — | 2.52M | — | — | HC, IN | Delaware | 2023-01-27 | ↗ |
| 8 | Senvest Management, LLC | 2.52M | 5.00% | — | 2.52M | — | — | IA, OO | Delaware | 2023-01-27 | ↗ |
| 9 | (1) BlackRock, Inc. | 2.21M | 3.50% | 2.13M | — | 2.21M | — | HC | Delaware | 2022-02-24 | ↗ |
| 10 | David Spector | 1.94M | 2.50% | 1.48M | 465.6K | 1.48M | — | IN | United States | 2019-02-14 | ↗ |
| 11 | Basswood Capital Management, L.L.C. | 1.34M | 1.73% | — | 1.34M | — | — | IA | Delaware | 2019-02-12 | ↗ |
| 12 | Bennett Lindenbaum | 1.34M | 1.73% | — | 1.34M | — | — | HC, IN | United States | 2019-02-12 | ↗ |
| 13 | Matthew Lindenbaum | 1.34M | 1.73% | — | 1.34M | — | — | HC, IN | United States | 2019-02-12 | ↗ |
| 14 | Fidelity Investments Charitable Gift Fund | — | 0.00% | — | — | — | — | OO | Massachusetts | 2020-02-21 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
30
-246 vs prev Q
New positions
3
Closed positions
238
Increased
14
Reduced
12
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 | MFN PARTNERS MANAGEMENT, LP | 4.53M +— (+0.0%) | 597.47M +36.1M (+6.4%) | 8.76% -0.010 pp | 12.69% +1.357 pp | USD63.18 +108.7% | 20 qtrs — |
| 2 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 3.60M -138.5K (-3.7%) | 475.10M +11.5M (+2.5%) | 6.93% -0.313 pp | 0.30% +0.017 pp | USD46.63 +182.7% | 14 qtrs — |
| 3 | VANGUARD GROUP INC | 2.83M +12.8K (+0.5%) | 373.47M +24.1M (+6.9%) | 5.45% -0.011 pp | 0.01% +0.000 pp | USD37.92 +247.7% | 29 qtrs — |
| 4 | FMR LLC | 2.23M -246.3K (-10.0%) | 293.56M -12.8M (-4.2%) | 4.28% -0.505 pp | 0.02% -0.001 pp | USD113.18 +16.5% | 25 qtrs — |
| 5 | BLACKROCK, INC. | 2.21M +41.5K (+1.9%) | 291.72M +22.7M (+8.5%) | 4.26% +0.053 pp | 0.00% +0.000 pp | USD113.33 +16.3% | 6 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 1.79M -78.8K (-4.2%) | 235.92M +4.5M (+1.9%) | 3.46% -0.157 pp | 0.05% 0.000 pp | USD54.75 +140.8% | 29 qtrs — |
| 7 | INVESCO LTD. | 1.57M +106.1K (+7.3%) | 206.88M +25.6M (+14.1%) | 3.02% +0.186 pp | 0.03% +0.003 pp | USD92.36 +42.7% | 29 qtrs — |
| 8 | STATE STREET CORP | 814.2K -41.9K (-4.9%) | 107.34M +1.3M (+1.2%) | 1.57% -0.091 pp | 0.00% 0.000 pp | USD57.35 +129.9% | 29 qtrs — |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 692.3K -3.2K (-0.5%) | 91.29M +5.1M (+5.9%) | 1.33% -0.015 pp | 0.01% +0.000 pp | USD47.78 +175.9% | 29 qtrs — |
| 10 | PRICE T ROWE ASSOCIATES INC /MD/ | 671.0K -20.2K (-2.9%) | 88.47M +2.8M (+3.3%) | 1.29% -0.048 pp | 0.01% +0.000 pp | USD107.41 +22.7% | 29 qtrs — |
| 11 | 140 SUMMER PARTNERS LP | 669.9K +223.8K (+50.2%) | 88.32M +33.1M (+59.8%) | 1.29% +0.425 pp | 6.53% +1.727 pp | USD126.54 +4.2% | 2 qtrs — |
| 12 | JPMORGAN CHASE & CO | 598.5K -49.4K (-7.6%) | 78.91M -1.3M (-1.7%) | 1.15% -0.103 pp | 0.01% +0.000 pp | USD81.26 +62.2% | 29 qtrs — |
| 13 | GOLDMAN SACHS GROUP INC | 563.9K -142.6K (-20.2%) | 74.35M -13.2M (-15.1%) | 1.08% -0.283 pp | 0.01% -0.002 pp | USD86.66 +52.1% | 29 qtrs — |
| 14 | BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 550.9K -27.6K (-4.8%) | 72.63M +964.2K (+1.3%) | 1.06% -0.060 pp | 2.94% +0.002 pp | USD70.68 +86.5% | 29 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 441.4K -8.2K (-1.8%) | 58.19M +2.5M (+4.5%) | 0.85% -0.021 pp | 0.01% +0.000 pp | USD47.58 +177.1% | 29 qtrs — |
| 16 | AMERICAN CENTURY COMPANIES INC | 427.0K -2.4K (-0.6%) | 56.29M +3.1M (+5.8%) | 0.82% -0.010 pp | 0.03% +0.001 pp | USD71.48 +84.4% | 25 qtrs — |
| 17 | CITADEL ADVISORS LLC | 425.3K -256.9K (-37.7%) | 56.07M -28.4M (-33.7%) | 0.82% -0.503 pp | 0.01% -0.004 pp | USD103.53 +27.3% | 13 qtrs — |
| 18 | SENVEST MANAGEMENT, LLC | 417.3K +— (+0.0%) | 55.02M +3.3M (+6.4%) | 0.81% -0.001 pp | 1.71% +0.046 pp | USD56.34 +134.0% | 29 qtrs — |
| 19 | AMERIPRISE FINANCIAL INC | 346.8K -22.5K (-6.1%) | 45.72M -30.1K (-0.1%) | 0.67% -0.048 pp | 0.01% 0.000 pp | USD95.40 +38.2% | 10 qtrs — |
| 20 | NORGES BANK | 335.9K +335.9K (+100.0%) | 44.29M +44.3M (+100.0%) | 0.65% +0.649 pp | 0.00% +0.005 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 21 | BOSTON PARTNERS | 323.8K -111.2K (-25.6%) | 43.42M -10.1M (-18.9%) | 0.62% -0.219 pp | 0.05% -0.010 pp | USD94.72 +39.2% | 9 qtrs — |
| 22 | SENATOR INVESTMENT GROUP LP | 287.1K +31.7K (+12.4%) | 37.85M +6.2M (+19.7%) | 0.55% +0.058 pp | 1.52% +0.349 pp | USD124.76 +5.7% | 2 qtrs — |
| 23 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 285.7K -6.1K (-2.1%) | 37.67M +1.5M (+4.2%) | 0.55% -0.015 pp | 0.00% +0.000 pp | USD96.11 +37.2% | 29 qtrs — |
| 24 | NORTHERN TRUST CORP | 259.2K -24.0K (-8.5%) | 34.18M -908.3K (-2.6%) | 0.50% -0.050 pp | 0.00% 0.000 pp | USD42.76 +208.3% | 29 qtrs — |
| 25 | BANK OF NEW YORK MELLON CORP | 255.9K -65.5K (-20.4%) | 33.74M -6.1M (-15.3%) | 0.49% -0.127 pp | 0.01% -0.002 pp | USD67.93 +94.1% | 29 qtrs — |
| 26 | GOLDENTREE ASSET MANAGEMENT LP | 227.4K -69.1K (-23.3%) | 29.92M -6.7M (-18.4%) | 0.44% -0.137 pp | 1.62% -1.407 pp | USD99.82 +32.1% | 3 qtrs — |
| 27 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 216.0K -71.6K (-24.9%) | 28.48M -7.2M (-20.1%) | 0.42% -0.139 pp | 0.01% -0.002 pp | USD110.13 +19.7% | 6 qtrs — |
| 28 | TWO SIGMA INVESTMENTS, LP | 213.2K -97.7K (-31.4%) | 28.10M -10.4M (-27.0%) | 0.41% -0.192 pp | 0.04% -0.018 pp | USD122.09 +8.0% | 13 qtrs — |
| 29 | QUBE RESEARCH & TECHNOLOGIES LTD | 197.6K +137.6K (+229.5%) | 26.05M +18.6M (+250.7%) | 0.38% +0.264 pp | 0.03% +0.019 pp | USD124.82 +5.6% | 21 qtrs — |
| 30 | PEAK6 LLC | 184.4K -2.4K (-1.3%) | 24.31M +1.2M (+5.1%) | 0.35% -0.007 pp | 0.05% +0.011 pp | USD122.34 +7.8% | 5 qtrs — |
| 31 | PALISADE CAPITAL MANAGEMENT, LP | 183.5K -21.4K (-10.4%) | 24.19M -1.2M (-4.7%) | 0.35% -0.044 pp | 0.72% +0.027 pp | USD101.89 +29.4% | 7 qtrs — |
| 32 | NUVEEN, LLC | 150.3K -11.0K (-6.8%) | 19.81M -162.7K (-0.8%) | 0.29% -0.023 pp | 0.01% 0.000 pp | USD109.61 +20.3% | 4 qtrs — |
| 33 | MORGAN STANLEY | 144.1K +28.8K (+25.0%) | 19.00M +4.7M (+33.0%) | 0.28% +0.054 pp | 0.00% +0.000 pp | USD90.27 +46.1% | 29 qtrs — |
| 34 | BANK OF AMERICA CORP /DE/ | 138.5K -47.8K (-25.7%) | 18.26M -4.8M (-20.9%) | 0.27% -0.094 pp | 0.00% 0.000 pp | USD100.20 +31.6% | 29 qtrs — |
| 35 | FLAT FOOTED LLC | 130.0K +130.0K (+100.0%) | 17.14M +17.1M (+100.0%) | 0.25% +0.250 pp | 1.87% +1.874 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 36 | KINETIC PARTNERS MANAGEMENT, LP | 125.9K +37.9K (+43.1%) | 16.60M +5.7M (+52.3%) | 0.24% +0.072 pp | 0.81% +0.277 pp | USD119.44 +10.4% | 6 qtrs — |
| 37 | LIGHTROCK NETHERLANDS B.V. | 124.3K -8.2K (-6.2%) | 16.39M +2.4M (+17.3%) | 0.24% -0.016 pp | 3.40% -0.256 pp | USD101.33 +30.1% | 5 qtrs — |
| 38 | TWIN TREE MANAGEMENT, LP | 112.7K +— (+0.0%) | 14.86M +897.1K (+6.4%) | 0.22% 0.000 pp | 0.13% +0.072 pp | USD106.76 +23.5% | 6 qtrs — |
| 39 | JANE STREET GROUP, LLC | 90.3K +90.3K (+100.0%) | 11.90M +11.9M (+100.0%) | 0.17% +0.174 pp | 0.00% +0.002 pp | USD131.84 +0.0% | 22 qtrs — |
| 40 | BW GESTAO DE INVESTIMENTOS LTDA. | 90.0K +90.0K (+100.0%) | 11.87M +11.9M (+100.0%) | 0.17% +0.174 pp | 0.27% +0.268 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 41 | CONCENTRIC CAPITAL STRATEGIES, LP | 86.5K +69.9K (+420.3%) | 11.40M +9.3M (+453.8%) | 0.17% +0.134 pp | 0.55% +0.456 pp | USD130.31 +1.2% | 2 qtrs — |
| 42 | ALLIANCEBERNSTEIN L.P. | 86.4K -2.4K (-2.6%) | 11.39M +396.4K (+3.6%) | 0.17% -0.006 pp | 0.00% +0.000 pp | USD36.69 +259.3% | 29 qtrs — |
| 43 | UBS GROUP AG | 84.5K -81.8K (-49.2%) | 11.15M -9.5M (-45.9%) | 0.16% -0.159 pp | 0.00% -0.001 pp | USD110.25 +19.6% | 29 qtrs — |
| 44 | DARK FOREST CAPITAL MANAGEMENT LP | 83.4K +57.9K (+226.8%) | 10.99M +7.8M (+247.8%) | 0.16% +0.111 pp | 0.50% +0.407 pp | USD125.17 +5.3% | 19 qtrs — |
| 45 | UBS ASSET MANAGEMENT AMERICAS INC | 75.1K -1.9K (-2.5%) | 9.90M +360.7K (+3.8%) | 0.14% -0.005 pp | 0.00% +0.000 pp | USD73.99 +78.2% | 27 qtrs — |
| 46 | NEW YORK STATE COMMON RETIREMENT FUND | 72.2K +— (+0.0%) | 9.52M +574.7K (+6.4%) | 0.14% 0.000 pp | 0.01% +0.001 pp | USD86.85 +51.8% | 29 qtrs — |
| 47 | INTERVAL PARTNERS, LP | 68.3K +36.7K (+116.4%) | 9.01M +5.1M (+130.3%) | 0.13% +0.070 pp | 0.16% +0.097 pp | USD118.27 +11.5% | 9 qtrs — |
| 48 | BARCLAYS PLC | 65.9K +5.7K (+9.6%) | 8.69M +1.8M (+26.7%) | 0.13% +0.010 pp | 0.00% +0.000 pp | USD108.34 +21.7% | 29 qtrs — |
| 49 | TD ASSET MANAGEMENT INC | 63.2K +1.8K (+2.9%) | 8.33M +723.1K (+9.5%) | 0.12% +0.003 pp | 0.01% +0.001 pp | USD57.08 +131.0% | 29 qtrs — |
| 50 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 62.9K +62.9K (+100.0%) | 8.30M +8.3M (+100.0%) | 0.12% +0.121 pp | 0.07% +0.071 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 51 | SWISS NATIONAL BANK | 61.2K +1.1K (+1.8%) | 8.07M +623.4K (+8.4%) | 0.12% +0.002 pp | 0.00% +0.001 pp | USD32.44 +306.4% | 27 qtrs — |
| 52 | MILLENNIUM MANAGEMENT LLC | 60.1K +8.4K (+16.2%) | 7.93M +1.5M (+23.7%) | 0.12% +0.016 pp | 0.00% +0.001 pp | USD101.73 +29.6% | 28 qtrs — |
| 53 | TWO SIGMA ADVISERS, LP | 60.0K -112.1K (-65.1%) | 7.91M -13.4M (-62.9%) | 0.12% -0.218 pp | 0.02% -0.027 pp | USD123.46 +6.8% | 3 qtrs — |
| 54 | 1832 ASSET MANAGEMENT L.P. | 58.6K +21.9K (+59.7%) | 7.73M +3.2M (+69.9%) | 0.11% +0.042 pp | 0.01% +0.002 pp | USD109.23 +20.7% | 8 qtrs — |
| 55 | SCHONFELD STRATEGIC ADVISORS LLC | 48.3K +37.2K (+334.6%) | 6.37M +5.0M (+362.5%) | 0.09% +0.071 pp | 0.03% +0.020 pp | USD128.61 +2.5% | 4 qtrs — |
| 56 | BALYASNY ASSET MANAGEMENT L.P. | 45.4K +45.4K (+100.0%) | 5.98M +6.0M (+100.0%) | 0.09% +0.087 pp | 0.01% +0.008 pp | USD131.84 +0.0% | 4 qtrs — |
| 57 | PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 43.8K -184.0K (-80.8%) | 5.77M -22.4M (-79.5%) | 0.08% -0.357 pp | 0.62% -2.542 pp | USD123.88 +6.4% | 11 qtrs — |
| 58 | WELLS FARGO & COMPANY/MN | 41.0K +10.9K (+36.4%) | 5.40M +1.7M (+45.1%) | 0.08% +0.021 pp | 0.00% +0.000 pp | USD103.57 +27.3% | 29 qtrs — |
| 59 | CLOUGH CAPITAL PARTNERS L P | 40.9K +40.9K (+100.0%) | 5.39M +5.4M (+100.0%) | 0.08% +0.079 pp | 0.48% +0.479 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 60 | RHUMBLINE ADVISERS | 40.8K -6.5K (-13.7%) | 5.38M -476.7K (-8.1%) | 0.08% -0.013 pp | 0.00% 0.000 pp | USD54.45 +142.1% | 30 qtrs — |
| 61 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 39.5K +39.5K (+100.0%) | 5.21M +5.2M (+100.0%) | 0.08% +0.076 pp | 0.06% +0.057 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 62 | EAM INVESTORS, LLC | 37.0K +37.0K (+100.0%) | 4.88M +4.9M (+100.0%) | 0.07% +0.072 pp | 0.54% +0.543 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 63 | SOUTH DAKOTA INVESTMENT COUNCIL | 36.6K -5.5K (-13.1%) | 4.83M -390.0K (-7.5%) | 0.07% -0.011 pp | 0.09% -0.010 pp | USD79.93 +64.9% | 13 qtrs — |
| 64 | PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 36.0K +— (+0.0%) | 4.75M +286.7K (+6.4%) | 0.07% 0.000 pp | 0.44% -0.029 pp | USD54.81 +140.5% | 18 qtrs — |
| 65 | CITIGROUP INC | 35.7K +7.3K (+25.5%) | 4.71M +1.2M (+33.6%) | 0.07% +0.014 pp | 0.00% +0.001 pp | USD109.02 +20.9% | 29 qtrs — |
| 66 | LEGAL & GENERAL GROUP PLC | 32.5K -2.0K (-5.9%) | 4.29M +6.7K (+0.2%) | 0.06% -0.004 pp | 0.00% +0.000 pp | USD60.19 +119.0% | 29 qtrs — |
| 67 | RENAISSANCE TECHNOLOGIES LLC | 32.4K +13.3K (+69.6%) | 4.27M +1.9M (+80.5%) | 0.06% +0.025 pp | 0.01% +0.004 pp | USD113.22 +16.4% | 5 qtrs — |
| 68 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29.3K +1.0K (+3.6%) | 3.86M +358.5K (+10.2%) | 0.06% +0.002 pp | 0.00% +0.000 pp | USD45.95 +186.9% | 29 qtrs — |
| 69 | TUDOR INVESTMENT CORP ET AL | 29.1K +29.1K (+100.0%) | 3.84M +3.8M (+100.0%) | 0.06% +0.056 pp | 0.01% +0.007 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 70 | IMC-CHICAGO, LLC | 28.7K -24.5K (-46.0%) | 3.79M -2.8M (-42.6%) | 0.06% -0.048 pp | 0.00% -0.001 pp | USD118.93 +10.9% | 4 qtrs — |
| 71 | FJ CAPITAL MANAGEMENT LLC | 28.6K -23.0K (-44.6%) | 3.77M -2.6M (-41.0%) | 0.05% -0.045 pp | 0.42% -0.266 pp | USD123.88 +6.4% | 2 qtrs — |
| 72 | TWINBEECH CAPITAL LP | 27.3K +27.3K (+100.0%) | 3.60M +3.6M (+100.0%) | 0.05% +0.053 pp | 0.26% +0.256 pp | USD131.84 +0.0% | 3 qtrs — |
| 73 | BOOTHBAY FUND MANAGEMENT, LLC | 25.2K +25.2K (+100.0%) | 3.33M +3.3M (+100.0%) | 0.05% +0.049 pp | 0.05% +0.050 pp | USD131.84 +0.0% | 1 qtrs NEW |
| 74 | SEI INVESTMENTS CO | 25.2K +3.1K (+13.8%) | 3.32M +579.2K (+21.1%) | 0.05% +0.006 pp | 0.00% +0.000 pp | USD96.70 +36.3% | 12 qtrs — |
| 75 | DEUTSCHE BANK AG\ | 23.2K +612.0 (+2.7%) | 3.05M +260.1K (+9.3%) | 0.04% +0.001 pp | 0.00% +0.000 pp | USD86.93 +51.7% | 29 qtrs — |
| 76 | HUDSON BAY CAPITAL MANAGEMENT LP | 22.9K -22.3K (-49.3%) | 3.02M -2.6M (-46.1%) | 0.04% -0.043 pp | 0.01% -0.009 pp | USD123.88 +6.4% | 2 qtrs — |
| 77 | WALLEYE CAPITAL LLC | 22.5K +22.5K (+100.0%) | 2.97M +3.0M (+100.0%) | 0.04% +0.043 pp | 0.01% +0.009 pp | USD131.84 +0.0% | 3 qtrs — |
| 78 | AQR CAPITAL MANAGEMENT LLC | 21.8K +3.2K (+17.0%) | 2.88M +565.8K (+24.5%) | 0.04% +0.006 pp | 0.00% +0.000 pp | USD96.23 +37.0% | 26 qtrs — |
| 79 | ALIGHT CAPITAL MANAGEMENT LP | 20.0K +10.0K (+100.0%) | 2.64M +1.4M (+112.9%) | 0.04% +0.019 pp | 0.67% +0.406 pp | USD127.86 +3.1% | 2 qtrs — |
| 80 | EMG HOLDINGS, L.P. | 20.0K -32.1K (-61.6%) | 2.64M -3.8M (-59.2%) | 0.04% -0.062 pp | 1.95% -0.477 pp | USD123.88 +6.4% | 13 qtrs — |
| 81 | RUSSELL INVESTMENTS GROUP, LTD. | 18.8K +1.9K (+11.3%) | 2.48M +387.7K (+18.6%) | 0.04% +0.004 pp | 0.00% +0.000 pp | USD89.06 +48.0% | 26 qtrs — |
| 82 | CREATIVE PLANNING | 18.1K +3.8K (+26.8%) | 2.39M +619.3K (+35.0%) | 0.03% +0.007 pp | 0.00% +0.000 pp | USD105.60 +24.8% | 9 qtrs — |
| 83 | STATE OF NEW JERSEY COMMON PENSION FUND D | 17.3K -3.3K (-16.1%) | 2.28M -272.4K (-10.7%) | 0.03% -0.006 pp | 0.01% -0.001 pp | USD43.26 +204.8% | 26 qtrs — |
| 84 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 17.0K -439.0 (-2.5%) | 2.24M +80.6K (+3.7%) | 0.03% -0.001 pp | 0.00% +0.000 pp | USD52.28 +152.2% | 27 qtrs — |
| 85 | FIRST TRUST ADVISORS LP | 16.8K -13.9K (-45.3%) | 2.22M -1.6M (-41.8%) | 0.03% -0.027 pp | 0.00% -0.001 pp | USD96.71 +36.3% | 29 qtrs — |
| 86 | SQUAREPOINT OPS LLC | 16.5K -975.0 (-5.6%) | 2.17M +10.5K (+0.5%) | 0.03% -0.002 pp | 0.00% +0.000 pp | USD99.87 +32.0% | 10 qtrs — |
| 87 | METLIFE INVESTMENT MANAGEMENT, LLC | 16.3K -681.0 (-4.0%) | 2.15M +45.7K (+2.2%) | 0.03% -0.001 pp | 0.01% +0.000 pp | USD55.06 +139.4% | 29 qtrs — |
| 88 | MAN GROUP PLC | 15.6K +2.8K (+21.6%) | 2.06M +467.1K (+29.4%) | 0.03% +0.005 pp | 0.00% +0.001 pp | USD125.29 +5.2% | 2 qtrs — |
| 89 | SIMPLEX TRADING, LLC | 15.2K +6.7K (+80.3%) | 2.00M +956.5K (+91.9%) | 0.03% +0.013 pp | 0.00% +0.001 pp | USD114.35 +15.3% | 5 qtrs — |
| 90 | Y-INTERCEPT (HONG KONG) LTD | 14.0K -2.3K (-14.3%) | 1.85M -178.6K (-8.8%) | 0.03% -0.005 pp | 0.04% -0.007 pp | USD99.73 +32.2% | 4 qtrs — |
| 91 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 13.6K -23.0 (-0.2%) | 1.79M +105.2K (+6.2%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD95.22 +38.5% | 7 qtrs — |
| 92 | JANUS HENDERSON GROUP PLC | 13.5K +— (+0.0%) | 1.78M +109.1K (+6.5%) | 0.03% 0.000 pp | 0.00% +0.000 pp | USD57.22 +130.4% | 23 qtrs — |
| 93 | LIMESTONE INVESTMENT ADVISORS LP | 250.0K +— (+0.0%) | 261.3K +2.8K (+1.1%) | 0.48% -0.003 pp | 0.03% +0.005 pp | USD99.64 +32.3% | 3 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 125 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | State Street SPDR S&P Bank ETF KBE | 0.95% | 14.59M | 0.35% |
| 2 | Fidelity Disruptive Finance ETF FDFF | 0.81% | 335.6K | 0.50% |
| 3 | JPMorgan Active Small Cap Value ETF JPSV | 0.79% | 211.5K | 0.55% |
| 4 | Goldman Sachs Small Cap Equity ETF GSC | 0.78% | 2.25M | 0.80% |
| 5 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.34% | 40.5K | 0.29% |
| 6 | Optimize Strategy Index ETF OPTZ | 0.28% | 670.5K | 0.25% |
| 7 | JPMorgan Diversified Return U.S. Small Cap Equity ETF JPSE | 0.19% | 1.11M | 0.29% |
| 8 | Invesco Russell 2000 Dynamic Multifactor ETF OMFS | 0.18% | 503.6K | 0.39% |
| 9 | Dimensional - US Small Cap Value ETF DFSV | 0.16% | 12.99M | 0.30% |
| 10 | iShares Russell 2000 Value ETF IWN | 0.16% | 23.13M | 0.24% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
—
Shares disposed
10.0K
Cash buys
—
Cash sales
2.00
Net activity
-10,000
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2027-02-12 | Sebring Marshall | Officer | — | — | Nonstatutory Stock Option (Right to Buy) | 6,940 | 91.49 | 634.9K | 0 | D | ↗ |
| 2027-02-12 | Iyer Shiva | Officer | — | — | Nonstatutory Stock Option (Right to Buy) | 4,858 | 91.49 | 444.5K | 0 | D | ↗ |
| 2026-04-14 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 9,583 | 92.80 | 889.3K | 71,021 | I | ↗ |
| 2026-03-16 | Sebring Marshall | Officer | — | — | Common Stock | 0 | 0.00 | — | 4,215 | D | ↗ |
| 2026-03-16 | Iyer Shiva | Officer | — | — | Common Stock | 0 | 0.00 | — | 14,671 | D | ↗ |
| 2026-03-06 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 917 | 85.26 | 78.2K | 540,920 | D | ↗ |
| 2026-03-03 | STARK DEREK | Officer | S-Sale | D | Common Stock | 1,066 | 87.66 | 93.4K | 20,944 | D | ↗ |
| 2026-02-28 | Tidmore Abbie | Officer | F-InKind | D | Common Stock | 300 | 91.93 | 27.6K | 8,656 | D | ↗ |
| 2026-02-28 | STARK DEREK | Officer | F-InKind | D | Common Stock | 467 | 91.93 | 42.9K | 22,010 | D | ↗ |
| 2026-02-28 | SPECTOR DAVID | Director / Officer | F-InKind | D | Common Stock | 3,097 | 91.93 | 284.7K | 541,837 | D | ↗ |
| 2026-02-28 | Perotti Daniel Stanley | Officer | F-InKind | D | Common Stock | 849 | 91.93 | 78.0K | 15,701 | D | ↗ |
| 2026-02-28 | Jones Doug | Director / Officer | F-InKind | D | Common Stock | 1,704 | 91.93 | 156.6K | 29,088 | D | ↗ |
| 2026-02-28 | Hendry Gregory L | Officer | F-InKind | D | Common Stock | 32 | 91.93 | 2.9K | 48,968 | D | ↗ |
| 2026-02-28 | Follette James | Officer | F-InKind | D | Common Stock | 599 | 91.93 | 55.1K | 11,734 | D | ↗ |
| 2026-02-28 | ELBAUM MARK | Officer | F-InKind | D | Common Stock | 71 | 91.93 | 6.5K | 5,333 | D | ↗ |
| 2026-02-25 | STARK DEREK | Officer | S-Sale | D | Common Stock | 1,903 | 91.50 | 174.1K | 22,477 | D | ↗ |
| 2026-02-24 | Tidmore Abbie | Officer | F-InKind | D | Common Stock | 204 | 90.33 | 18.4K | 8,956 | D | ↗ |
| 2026-02-24 | STARK DEREK | Officer | F-InKind | D | Common Stock | 345 | 90.33 | 31.2K | 24,380 | D | ↗ |
| 2026-02-24 | SPECTOR DAVID | Director / Officer | F-InKind | D | Common Stock | 3,106 | 90.33 | 280.6K | 544,934 | D | ↗ |
| 2026-02-24 | Perotti Daniel Stanley | Officer | F-InKind | D | Common Stock | 616 | 90.33 | 55.6K | 16,550 | D | ↗ |
| 2026-02-24 | Jones Doug | Director / Officer | F-InKind | D | Common Stock | 1,597 | 90.33 | 144.3K | 30,792 | D | ↗ |
| 2026-02-24 | Hendry Gregory L | Officer | F-InKind | D | Common Stock | 45 | 90.33 | 4.1K | 49,000 | D | ↗ |
| 2026-02-24 | Follette James | Officer | F-InKind | D | Common Stock | 554 | 90.33 | 50.0K | 12,333 | D | ↗ |
| 2026-02-20 | Tidmore Abbie | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 2,054 | 0.00 | — | 0 | D | ↗ |
| 2026-02-20 | STARK DEREK | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 2,130 | 0.00 | — | 0 | D | ↗ |
| 2026-02-20 | SPECTOR DAVID | Director / Officer | A-Award | A | Performance-Based Restricted Stock Units | 13,699 | 0.00 | — | 13,699 | D | ↗ |
| 2026-02-20 | Perotti Daniel Stanley | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 3,805 | 0.00 | — | 0 | D | ↗ |
| 2026-02-20 | Jones Doug | Director / Officer | F-InKind | D | Common Stock | 2,731 | 94.33 | 257.6K | 32,389 | D | ↗ |
| 2026-02-20 | Hendry Gregory L | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 304 | 0.00 | — | 0 | D | ↗ |
| 2026-02-20 | Follette James | Officer | M-Exempt | D | Performance-Based Restricted Stock Units | 3,424 | 0.00 | — | 0 | D | ↗ |
| 2026-02-19 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 1,723 | 95.81 | 165.1K | 90,604 | I | ↗ |
| 2026-02-17 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 2,925 | 93.30 | 272.9K | 213,550 | I | ↗ |
| 2026-02-14 | Tidmore Abbie | Officer | F-InKind | D | Common Stock | 171 | 92.01 | 15.7K | 7,671 | D | ↗ |
| 2026-02-14 | Sebring Marshall | Officer | — | — | Nonstatutory Stock Option (Right to Buy) | 4,385 | 101.76 | 446.2K | 0 | D | ↗ |
| 2026-02-14 | STARK DEREK | Officer | F-InKind | D | Common Stock | 388 | 92.01 | 35.7K | 23,375 | D | ↗ |
| 2026-02-14 | SPECTOR DAVID | Director / Officer | F-InKind | D | Common Stock | 2,987 | 92.01 | 274.8K | 544,682 | D | ↗ |
| 2026-02-14 | Perotti Daniel Stanley | Officer | A-Award | A | Deferred Unit | 71 | 0.00 | — | 71 | D | ↗ |
| 2026-02-14 | Jones Doug | Director / Officer | F-InKind | D | Common Stock | 904 | 92.01 | 83.2K | 27,510 | D | ↗ |
| 2026-02-14 | Iyer Shiva | Officer | — | — | Nonstatutory Stock Option (Right to Buy) | 3,758 | 101.76 | 382.4K | 0 | D | ↗ |
| 2026-02-14 | Hendry Gregory L | Officer | F-InKind | D | Common Stock | 80 | 92.01 | 7.4K | 48,867 | D | ↗ |
| 2026-02-14 | Follette James | Officer | F-InKind | D | Common Stock | 472 | 92.01 | 43.4K | 10,691 | D | ↗ |
| 2026-02-14 | ELBAUM MARK | Officer | F-InKind | D | Common Stock | 169 | 92.01 | 15.5K | 5,404 | D | ↗ |
| 2026-02-13 | SPECTOR DAVID | Director / Officer | J-Other | D | Common Stock | 25,000 | 0.00 | — | 547,669 | D | ↗ |
| 2026-02-12 | Tidmore Abbie | Officer | A-Award | A | Common Stock | 2,964 | 0.00 | — | 7,842 | D | ↗ |
| 2026-02-12 | STARK DEREK | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 7,981 | 91.49 | 730.2K | 7,981 | D | ↗ |
| 2026-02-12 | SPECTOR DAVID | Director / Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 50,319 | 91.49 | 4.60M | 50,319 | D | ↗ |
| 2026-02-12 | Perotti Daniel Stanley | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 13,881 | 91.49 | 1.27M | 13,881 | D | ↗ |
| 2026-02-12 | Kinsella Patrick | Director | P-Purchase | A | Common Stock | 2,250 | 89.15 | 200.6K | 34,210 | D | ↗ |
| 2026-02-12 | Jones Doug | Director / Officer | A-Award | A | Common Stock | 9,358 | 0.00 | — | 28,414 | D | ↗ |
| 2026-02-12 | Hendry Gregory L | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 798 | 91.49 | 73.0K | 798 | D | ↗ |
| 2026-02-12 | Follette James | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 9,716 | 91.49 | 888.9K | 9,716 | D | ↗ |
| 2026-02-12 | ELBAUM MARK | Officer | A-Award | A | Common Stock | 1,366 | 0.00 | — | 5,573 | D | ↗ |
| 2026-02-11 | Tozer Theodore W | Director | A-Award | A | Common Stock | 1,963 | 0.00 | — | 26,998 | D | ↗ |
| 2026-02-11 | Shalett Lisa M | Director | A-Award | A | Common Stock | 1,963 | 0.00 | — | 13,105 | D | ↗ |
| 2026-02-11 | Perlowitz Jeffrey A. | Director | A-Award | A | Common Stock | 2,295 | 0.00 | — | 20,302 | D | ↗ |
| 2026-02-11 | NANJI FARHAD | Director | A-Award | A | Common Stock | 1,963 | 0.00 | — | 187,499 | D | ↗ |
| 2026-02-11 | MCCALLION ANNE | Director | A-Award | A | Common Stock | 1,963 | 0.00 | — | 3,510 | D | ↗ |
| 2026-02-11 | Kinsella Patrick | Director | A-Award | A | Common Stock | 1,963 | 0.00 | — | 31,960 | D | ↗ |
| 2026-02-11 | JACOBSON JONATHON S | Director | A-Award | A | Common Stock | 1,963 | 0.00 | — | 10,579 | D | ↗ |
| 2026-02-11 | Chandra Sunil | Director | A-Award | A | Common Stock | 1,963 | 0.00 | — | 4,435 | D | ↗ |
| 2026-02-02 | NANJI FARHAD | Director | A-Award | A | Common Stock | 213 | 147.37 | 31.4K | 185,536 | D | ↗ |
| 2026-02-02 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 226 | 147.37 | 33.3K | 81,546 | D | ↗ |
| 2026-02-02 | Chandra Sunil | Director | A-Award | A | Common Stock | 212 | 147.37 | 31.2K | 2,472 | D | ↗ |
| 2026-01-13 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 4,872 | 144.81 | 705.5K | 105,732 | I | ↗ |
| 2025-12-22 | MAZZELLA JOSEPH F | Director | G-Gift | D | Common Stock | 5,000 | 0.00 | — | 81,320 | D | ↗ |
| 2025-12-18 | Hendry Gregory L | Officer | M-Exempt | A | Common Stock | 3,530 | 11.28 | 39.8K | 52,163 | D | ↗ |
| 2025-12-16 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 538 | 130.68 | 70.3K | 110,604 | I | ↗ |
| 2025-11-26 | Jones Doug | Director / Officer | G-Gift | D | Common Stock | 20,000 | 0.00 | — | 410,000 | I | ↗ |
| 2025-11-25 | Jones Doug | Director / Officer | S-Sale | D | Common Stock | 7,421 | 132.30 | 981.8K | 442,579 | I | ↗ |
| 2025-11-17 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 5,250 | 126.46 | 663.9K | 220,000 | I | ↗ |
| 2025-11-12 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 4,804 | 129.24 | 620.9K | 115,800 | I | ↗ |
| 2025-11-10 | Jones Doug | Director / Officer | S-Sale | D | Common Stock | 23,453 | 127.56 | 2.99M | 19,056 | D | ↗ |
| 2025-11-05 | Jones Doug | Director / Officer | M-Exempt | D | Nonstatutory Stock Option (Right to Buy) | 4,318 | 11.28 | 48.7K | 23,453 | D | ↗ |
| 2025-10-29 | SPECTOR DAVID | Director / Officer | J-Other | D | Common Stock | 25,000 | 0.00 | — | 552,859 | D | ↗ |
| 2025-10-24 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 1,959 | 133.46 | 261.4K | 9,964 | D | ↗ |
| 2025-10-24 | MCCALLION ANNE | Director | S-Sale | D | Common Stock | 20,544 | 132.08 | 2.71M | 8,774 | D | ↗ |
| 2025-10-23 | SPECTOR DAVID | Director / Officer | M-Exempt | A | Common Stock | 71,161 | 128.05 | 9.11M | 649,020 | D | ↗ |
| 2025-10-23 | NANJI FARHAD | Director | A-Award | A | Common Stock | 253 | 116.57 | 29.5K | 185,323 | D | ↗ |
| 2025-10-23 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 270 | 116.57 | 31.5K | 86,320 | D | ↗ |
| 2025-10-22 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 6,469 | 130.19 | 842.2K | 11,842 | D | ↗ |
| 2025-10-06 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 1,355 | 116.89 | 158.4K | 124,249 | I | ↗ |
| 2025-09-23 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 3,128 | 123.16 | 385.2K | 125,818 | I | ↗ |
| 2025-09-05 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 2,925 | 116.63 | 341.1K | 225,250 | I | ↗ |
| 2025-09-02 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 5,850 | 108.20 | 633.0K | 228,175 | I | ↗ |
| 2025-08-25 | STARK DEREK | Officer | S-Sale | D | Common Stock | 4,750 | 109.56 | 520.4K | 20,621 | D | ↗ |
| 2025-08-18 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 4,304 | 105.61 | 454.5K | 131,300 | I | ↗ |
| 2025-08-13 | MAZZELLA JOSEPH F | Director | S-Sale | D | Common Stock | 7,107 | 108.16 | 768.7K | 86,050 | D | ↗ |
| 2025-07-25 | STARK DEREK | Officer | G-Gift | D | Common Stock | 250 | 0.00 | — | 25,371 | D | ↗ |
| 2025-07-25 | SPECTOR DAVID | Director / Officer | J-Other | D | Common Stock | 25,000 | 0.00 | — | 577,859 | D | ↗ |
| 2025-07-24 | NANJI FARHAD | Director | A-Award | A | Common Stock | 274 | 100.92 | 27.7K | 185,070 | D | ↗ |
| 2025-07-24 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 294 | 100.92 | 29.7K | 93,157 | D | ↗ |
| 2025-07-07 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 3,571 | 100.48 | 358.8K | 137,033 | I | ↗ |
| 2025-06-11 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 2,717 | 97.79 | 265.7K | 142,887 | I | ↗ |
| 2025-05-15 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 9,534 | 99.40 | 947.7K | 234,991 | I | ↗ |
| 2025-05-14 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 5,000 | 99.15 | 495.8K | 145,604 | I | ↗ |
| 2025-05-02 | SPECTOR DAVID | Director / Officer | J-Other | D | Common Stock | 25,000 | 0.00 | — | 602,859 | D | ↗ |
| 2025-05-02 | NANJI FARHAD | Director | A-Award | A | Common Stock | 285 | 97.36 | 27.7K | 184,796 | D | ↗ |
| 2025-05-02 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 304 | 97.36 | 29.6K | 103,863 | D | ↗ |
| 2025-04-04 | ELBAUM MARK | Officer | S-Sale | D | Common Stock | 410 | 102.88 | 42.2K | 4,207 | D | ↗ |
| 2025-04-02 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 4,417 | 103.36 | 456.5K | 151,187 | I | ↗ |
| 2025-03-24 | Tidmore Abbie | Officer | S-Sale | D | Common Stock | 2,669 | 102.55 | 273.7K | 4,878 | D | ↗ |
| 2025-03-17 | SPECTOR DAVID | Director / Officer | J-Other | D | Common Stock | 1,530 | 0.00 | — | 627,859 | D | ↗ |
| 2025-03-06 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 4,464 | 101.18 | 451.7K | 156,140 | I | ↗ |
| 2025-03-06 | Follette James | Officer | S-Sale | D | Common Stock | 992 | 100.82 | 100.0K | 7,338 | D | ↗ |
| 2025-03-05 | Jones Doug | Director / Officer | S-Sale | D | Common Stock | 8,202 | 102.94 | 844.3K | 19,227 | D | ↗ |
| 2025-03-04 | STARK DEREK | Officer | S-Sale | D | Common Stock | 588 | 101.52 | 59.7K | 25,621 | D | ↗ |
| 2025-03-04 | Follette James | Officer | S-Sale | D | Common Stock | 755 | 102.75 | 77.6K | 8,330 | D | ↗ |
| 2025-03-01 | Tidmore Abbie | Officer | — | — | Nonstatutory Stock Option (Right to Buy) | 6,071 | 84.93 | 515.6K | 0 | D | ↗ |
| 2025-03-01 | Iyer Shiva | Officer | — | — | Nonstatutory Stock Option (Right to Buy) | 1,913 | 84.93 | 162.5K | 0 | D | ↗ |
| 2025-03-01 | ELBAUM MARK | Officer | — | — | Nonstatutory Stock Option (Right to Buy) | 1,471 | 84.93 | 124.9K | 0 | D | ↗ |
| 2025-02-28 | Tidmore Abbie | Officer | F-InKind | D | Common Stock | 178 | 102.09 | 18.2K | 7,547 | D | ↗ |
| 2025-02-28 | STARK DEREK | Officer | S-Sale | D | Common Stock | 2,110 | 103.07 | 217.5K | 26,209 | D | ↗ |
| 2025-02-28 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 570 | 103.64 | 59.1K | 632,486 | D | ↗ |
| 2025-02-28 | Perotti Daniel Stanley | Officer | F-InKind | D | Common Stock | 794 | 102.09 | 81.1K | 39,492 | D | ↗ |
| 2025-02-28 | Jones Doug | Director / Officer | F-InKind | D | Common Stock | 1,703 | 102.09 | 173.9K | 27,429 | D | ↗ |
| 2025-02-28 | Hendry Gregory L | Officer | F-InKind | D | Common Stock | 32 | 102.09 | 3.3K | 48,633 | D | ↗ |
| 2025-02-28 | Follette James | Officer | F-InKind | D | Common Stock | 422 | 102.09 | 43.1K | 9,085 | D | ↗ |
| 2025-02-28 | ELBAUM MARK | Officer | S-Sale | D | Common Stock | 83 | 102.09 | 8.5K | 4,617 | D | ↗ |
| 2025-02-27 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 3,324 | 101.93 | 338.8K | 162,280 | I | ↗ |
| 2025-02-26 | Follette James | Officer | S-Sale | D | Common Stock | 990 | 102.70 | 101.7K | 9,507 | D | ↗ |
| 2025-02-25 | Follette James | Officer | S-Sale | D | Common Stock | 1,983 | 99.93 | 198.2K | 10,497 | D | ↗ |
| 2025-02-24 | Tidmore Abbie | Officer | F-InKind | D | Common Stock | 204 | 101.25 | 20.7K | 7,725 | D | ↗ |
| 2025-02-24 | STARK DEREK | Officer | F-InKind | D | Common Stock | 344 | 101.25 | 34.8K | 28,648 | D | ↗ |
| 2025-02-24 | SPECTOR DAVID | Director / Officer | F-InKind | D | Common Stock | 3,106 | 101.25 | 314.5K | 642,393 | D | ↗ |
| 2025-02-24 | Perotti Daniel Stanley | Officer | F-InKind | D | Common Stock | 614 | 101.25 | 62.2K | 40,286 | D | ↗ |
| 2025-02-24 | Jones Doug | Director / Officer | F-InKind | D | Common Stock | 1,169 | 101.25 | 118.4K | 29,132 | D | ↗ |
| 2025-02-24 | Hendry Gregory L | Officer | F-InKind | D | Common Stock | 45 | 101.25 | 4.6K | 48,665 | D | ↗ |
| 2025-02-24 | Follette James | Officer | F-InKind | D | Common Stock | 553 | 101.25 | 56.0K | 12,480 | D | ↗ |
| 2025-02-23 | Tidmore Abbie | Officer | F-InKind | D | Common Stock | 373 | 101.25 | 37.8K | 7,929 | D | ↗ |
| 2025-02-23 | STARK DEREK | Officer | F-InKind | D | Common Stock | 917 | 101.25 | 92.8K | 28,992 | D | ↗ |
| 2025-02-23 | SPECTOR DAVID | Director / Officer | F-InKind | D | Common Stock | 6,924 | 101.25 | 701.1K | 645,499 | D | ↗ |
| 2025-02-23 | Perotti Daniel Stanley | Officer | F-InKind | D | Common Stock | 1,514 | 101.25 | 153.3K | 40,900 | D | ↗ |
| 2025-02-23 | Jones Doug | Director / Officer | F-InKind | D | Common Stock | 2,005 | 101.25 | 203.0K | 30,301 | D | ↗ |
| 2025-02-23 | Hendry Gregory L | Officer | F-InKind | D | Common Stock | 66 | 101.25 | 6.7K | 48,710 | D | ↗ |
| 2025-02-23 | Follette James | Officer | F-InKind | D | Common Stock | 1,195 | 101.25 | 121.0K | 13,033 | D | ↗ |
| 2025-02-19 | Tidmore Abbie | Officer | — | — | Common Stock | 0 | 0.00 | — | 8,302 | D | ↗ |
| 2025-02-19 | JACOBSON JONATHON S | Director | G-Gift | D | Common Stock | 1,854 | 0.00 | — | 8,616 | D | ↗ |
| 2025-02-19 | ELBAUM MARK | Officer | — | — | Common Stock | 0 | 0.00 | — | 4,700 | D | ↗ |
| 2025-02-14 | White Donald J. | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 1,409 | 101.76 | 143.4K | 1,409 | D | ↗ |
| 2025-02-14 | Tozer Theodore W | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 25,035 | D | ↗ |
| 2025-02-14 | Shalett Lisa M | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 11,142 | D | ↗ |
| 2025-02-14 | STARK DEREK | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 7,204 | 101.76 | 733.1K | 7,204 | D | ↗ |
| 2025-02-14 | SPECTOR DAVID | Director / Officer | A-Award | A | Common Stock | 17,811 | 0.00 | — | 652,423 | D | ↗ |
| 2025-02-14 | Perotti Daniel Stanley | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 12,529 | 101.76 | 1.27M | 12,529 | D | ↗ |
| 2025-02-14 | Perlowitz Jeffrey A. | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 18,007 | D | ↗ |
| 2025-02-14 | NANJI FARHAD | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 184,511 | D | ↗ |
| 2025-02-14 | MCCALLION ANNE | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 3,401 | D | ↗ |
| 2025-02-14 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 103,559 | D | ↗ |
| 2025-02-14 | Kinsella Patrick | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 29,997 | D | ↗ |
| 2025-02-14 | Jones Doug | Director / Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 21,456 | 101.76 | 2.18M | 21,456 | D | ↗ |
| 2025-02-14 | JACOBSON JONATHON S | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 10,470 | D | ↗ |
| 2025-02-14 | Hendry Gregory L | Officer | A-Award | A | Common Stock | 736 | 0.00 | — | 48,776 | D | ↗ |
| 2025-02-14 | Follette James | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 8,770 | 101.76 | 892.4K | 8,770 | D | ↗ |
| 2025-02-14 | Chandra Sunil | Director | A-Award | A | Common Stock | 1,547 | 0.00 | — | 2,260 | D | ↗ |
| 2025-02-14 | Bailey Steven Richard | Officer | A-Award | A | Nonstatutory Stock Option (Right to Buy) | 4,385 | 101.76 | 446.2K | 4,385 | D | ↗ |
| 2025-02-05 | NANJI FARHAD | Director | A-Award | A | Common Stock | 273 | 101.41 | 27.7K | 182,964 | D | ↗ |
| 2025-02-05 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 292 | 101.41 | 29.6K | 102,012 | D | ↗ |
| 2025-01-08 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 4,264 | 99.30 | 423.4K | 166,340 | I | ↗ |
| 2024-12-30 | MAZZELLA JOSEPH F | Director | G-Gift | D | Common Stock | 4,000 | 0.00 | — | 101,720 | D | ↗ |
| 2024-12-26 | Jones Doug | Director / Officer | S-Sale | D | Common Stock | 7,882 | 103.16 | 813.1K | 450,000 | I | ↗ |
| 2024-12-24 | Jones Doug | Director / Officer | S-Sale | D | Common Stock | 21,044 | 101.71 | 2.14M | 457,882 | I | ↗ |
| 2024-12-24 | JACOBSON JONATHON S | Director | G-Gift | D | Common Stock | 219,760 | 0.00 | — | 0 | I | ↗ |
| 2024-12-20 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 4,349 | 102.10 | 444.0K | 634,612 | D | ↗ |
| 2024-12-20 | Perotti Daniel Stanley | Officer | M-Exempt | D | Nonstatutory Stock Option (Right to Buy) | 16,481 | 17.52 | 288.7K | 0 | D | ↗ |
| 2024-12-20 | NANJI FARHAD | Director | A-Award | A | Common Stock | 256 | 108.16 | 27.7K | 182,691 | D | ↗ |
| 2024-12-20 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 274 | 108.16 | 29.6K | 105,720 | D | ↗ |
| 2024-12-20 | Jones Doug | Director / Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 15,337 | I | ↗ |
| 2024-12-04 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 5,162 | 104.53 | 539.6K | 175,442 | I | ↗ |
| 2024-11-20 | Hendry Gregory L | Officer | M-Exempt | D | Nonstatutory Stock Option (Right to Buy) | 3,032 | 17.52 | 53.1K | 0 | D | ↗ |
| 2024-11-15 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 10,500 | 100.02 | 1.05M | 225,497 | I | ↗ |
| 2024-11-12 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 184 | 106.74 | 19.6K | 180,604 | I | ↗ |
| 2024-10-14 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 3,041 | 108.04 | 328.5K | 190,604 | I | ↗ |
| 2024-09-26 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 10,370 | 112.92 | 1.17M | 236,127 | I | ↗ |
| 2024-09-17 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 6,781 | 116.60 | 790.7K | 203,823 | — | ↗ |
| 2024-09-16 | Bailey Steven Richard | Officer | S-Sale | D | Common Stock | 3,865 | 117.37 | 453.6K | 14,670 | — | ↗ |
| 2024-09-04 | Chandra Sunil | Director | — | D | Common Stock | 0 | 0.00 | — | 713 | — | ↗ |
| 2024-08-27 | Hunt James K | Director | S-Sale | D | Common Stock | 10,000 | 102.42 | 1.02M | 26,821 | — | ↗ |
| 2024-08-26 | MCCALLION ANNE | Director | M-Exempt | A | Common Stock | 23,829 | 17.52 | 417.5K | 25,683 | — | ↗ |
| 2024-08-21 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 3,306 | 98.72 | 326.4K | 217,298 | — | ↗ |
| 2024-08-14 | MAZZELLA JOSEPH F | Director | S-Sale | D | Common Stock | 11,396 | 97.92 | 1.12M | 105,446 | — | ↗ |
| 2024-08-09 | SPECTOR DAVID | Director / Officer | J-Other | D | Common Stock | 10,000 | 0.00 | — | 634,612 | — | ↗ |
| 2024-07-25 | NANJI FARHAD | Director | A-Award | A | Common Stock | 277 | 100.12 | 27.7K | 182,435 | — | ↗ |
| 2024-07-25 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 296 | 100.12 | 29.6K | 116,842 | — | ↗ |
| 2024-07-10 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 5,700 | 92.34 | 526.3K | 220,604 | — | ↗ |
| 2024-06-03 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 10,000 | 90.56 | 905.6K | 230,604 | — | ↗ |
| 2024-05-22 | Jones Doug | Director / Officer | S-Sale | D | Common Stock | 4,146 | 92.81 | 384.8K | 480,000 | — | ↗ |
| 2024-05-15 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 10,000 | 93.16 | 931.6K | 240,604 | — | ↗ |
| 2024-05-15 | Perotti Daniel Stanley | Officer | S-Sale | D | Common Stock | 11,400 | 92.00 | 1.05M | 246,497 | — | ↗ |
| 2024-05-03 | MAZZELLA JOSEPH F | Director | S-Sale | D | Common Stock | 16,465 | 90.73 | 1.49M | 116,546 | — | ↗ |
| 2024-04-26 | NANJI FARHAD | Director | A-Award | A | Common Stock | 315 | 87.93 | 27.7K | 182,158 | — | ↗ |
| 2024-04-26 | MAZZELLA JOSEPH F | Director | A-Award | A | Common Stock | 337 | 87.93 | 29.6K | 133,011 | — | ↗ |
| 2024-04-09 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 10,000 | 90.72 | 907.2K | 250,604 | — | ↗ |
| 2024-03-25 | STARK DEREK | Officer | S-Sale | D | Common Stock | 5,255 | 89.44 | 470.0K | 27,084 | — | ↗ |
| 2024-03-19 | Chang William Herbert | Officer | — | D | Nonstatutory Stock Option (Right to Buy) | 3,854 | 56.75 | 218.7K | 0 | — | ↗ |
| 2024-03-12 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 3,326 | 85.67 | 284.9K | 644,612 | — | ↗ |
| 2024-03-11 | SPECTOR DAVID | Director / Officer | S-Sale | D | Common Stock | 26,451 | 86.05 | 2.28M | 647,938 | — | ↗ |
| 2024-03-11 | Jones Doug | Director / Officer | S-Sale | D | Common Stock | 17,079 | 86.10 | 1.47M | 23,892 | — | ↗ |
| 2024-03-04 | Follette James | Officer | S-Sale | D | Common Stock | 5,061 | 84.66 | 428.4K | 10,789 | — | ↗ |
| 2024-02-29 | Youssouf Emily Ann | Director | A-Award | A | Common Stock | 1,854 | 0.00 | — | 35,107 | — | ↗ |
| 2024-02-29 | White Donald J. | Officer | A-Award | A | Performance-Based Restricted Stock Units | 2,426 | 0.00 | — | 2,426 | — | ↗ |
Executive team
Top executives
EBIT / Employee
339.2K
Shares Outstanding
52.17M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | David A. Spector Chairman and Chief Executive Officer | 1.48M | — | 5.44M | 2.03M | 3.61M | 105.8K | 12.66M | 58.95% | ↗ |
| 2 | 2025 | Doug Jones Director, President and Chief Mortgage Banking Officer | 1.30M | — | 2.57M | 956.9K | 2.55M | 116.5K | 7.49M | 47.08% | ↗ |
| 3 | 2025 | Daniel S. Perotti SMD and Chief Financial Officer | 500.0K | — | 1.50M | 558.8K | 1.25M | 61.7K | 3.87M | 53.18% | ↗ |
| 4 | 2025 | James Follette SMD and Chief Digital Officer | 463.5K | — | 1.05M | 391.1K | 983.4K | 63.9K | 2.95M | 48.82% | ↗ |
| 5 | 2025 | Derek W. Stark SMD, Chief Legal Officer and Secretary | 400.0K | — | 862.4K | 321.3K | 909.0K | 68.5K | 2.56M | 46.22% | ↗ |
| 6 | 2024 | David A. Spector Chairman and Chief Executive Officer | 1.10M | — | 4.71M | 1.73M | 2.97M | 98.9K | 10.60M | 60.70% | ↗ |
| 7 | 2024 | David A. Spector Chairman and Chief Executive Officer | 1.10M | — | 4.71M | 1.73M | 2.97M | 98.9K | 10.60M | 60.70% | ↗ |
| 8 | 2024 | Doug Jones Director, President and Chief Mortgage Banking Officer | 700.0K | — | 2.76M | 1.01M | 2.04M | 86.0K | 6.60M | 57.09% | ↗ |
| 9 | 2024 | Doug Jones Director, President and Chief Mortgage Banking Officer | 700.0K | — | 2.76M | 1.01M | 2.04M | 86.0K | 6.60M | 57.09% | ↗ |
| 10 | 2024 | Daniel S. Perotti SMD and Chief Financial Officer | 470.8K | — | 1.27M | 467.5K | 1.15M | 49.7K | 3.41M | 51.13% | ↗ |
| 11 | 2024 | Daniel S. Perotti SMD and Chief Financial Officer | 470.8K | — | 1.27M | 467.5K | 1.15M | 49.7K | 3.41M | 51.13% | ↗ |
| 12 | 2024 | James Follette SMD and Chief Digital Officer | 375.0K | — | 899.9K | 330.0K | 797.5K | 36.0K | 2.44M | 50.44% | ↗ |
| 13 | 2024 | James Follette SMD and Chief Digital Officer | 375.0K | — | 899.9K | 330.0K | 797.5K | 36.0K | 2.44M | 50.44% | ↗ |
| 14 | 2024 | Derek W. Stark SMD, Chief Legal Officer and Secretary | 400.0K | — | 701.2K | 257.1K | 818.0K | 49.7K | 2.23M | 43.05% | ↗ |
| 15 | 2024 | Derek W. Stark SMD and Chief Legal Officer | 400.0K | — | 701.2K | 257.1K | 818.0K | 49.7K | 2.23M | 43.05% | ↗ |
| 16 | 2023 | David A. Spector Chairman and Chief Executive Officer | 1.00M | — | 3.37M | 1.18M | 1.63M | 68.0K | 7.26M | 62.81% | ↗ |
| 17 | 2023 | David A. Spector Chairman and Chief Executive Officer | 1.00M | — | 3.37M | 1.18M | 1.63M | 68.0K | 7.26M | 62.81% | ↗ |
| 18 | 2023 | Doug Jones Director, President and Chief Mortgage Banking Officer | 600.0K | — | 1.87M | 657.9K | 1.13M | 61.8K | 4.32M | 58.64% | ↗ |
| 19 | 2023 | Doug Jones Director, President and Chief Mortgage Banking Officer | 600.0K | — | 1.87M | 657.9K | 1.13M | 61.8K | 4.32M | 58.64% | ↗ |
| 20 | 2023 | Daniel S. Perotti Senior Managing Director and Chief Financial Officer | 400.0K | — | 937.4K | 329.0K | 630.0K | 48.5K | 2.34M | 54.01% | ↗ |
| 21 | 2023 | Daniel S. Perotti SMD and Chief Financial Officer | 400.0K | — | 937.4K | 329.0K | 630.0K | 48.5K | 2.34M | 54.01% | ↗ |
| 22 | 2023 | James Follette Senior Managing Director and Chief Digital Officer | 375.0K | — | 843.7K | 296.1K | 438.8K | 35.4K | 1.99M | 57.31% | ↗ |
| 23 | 2023 | James Follette SMD and Chief Digital Officer | 375.0K | — | 843.7K | 296.1K | 438.8K | 35.4K | 1.99M | 57.31% | ↗ |
| 24 | 2023 | William Chang Senior Managing Director and Chief Capital Markets Officer | 387.5K | — | 749.9K | 259.7K | 450.0K | 19.9K | 1.87M | 54.07% | ↗ |
| 25 | 2022 | David A. Spector Chairman and Chief Executive Officer | 1.00M | — | 3.37M | 1.21M | 3.98M | 102.0K | 9.67M | 47.45% | ↗ |
| 26 | 2022 | Doug Jones Director, President and Chief Mortgage Banking Officer | 600.0K | — | 1.87M | 674.5K | 2.75M | 67.8K | 5.97M | 42.72% | ↗ |
| 27 | 2022 | Daniel S. Perotti Senior Managing Director and Chief Financial Officer | 400.0K | — | 750.0K | 269.8K | 1.38M | 58.9K | 2.85M | 35.74% | ↗ |
| 28 | 2022 | Daniel S. Perotti SMD and Chief Financial Officer | 400.0K | — | 750.0K | 269.8K | 1.38M | 58.9K | 2.85M | 35.74% | ↗ |
| 29 | 2022 | Vandad Fartaj Senior Managing Director and Chief Investment Officer | 425.0K | — | 862.5K | 310.3K | 1.10M | 57.0K | 2.75M | 42.57% | ↗ |
| 30 | 2022 | James Follette SMD and Chief Digital Officer | 355.2K | — | 618.7K | 222.6K | 975.0K | 34.4K | 2.21M | 38.14% | ↗ |
| 31 | 2022 | James Follette Senior Managing Director and Chief Digital Officer | 355.2K | — | 618.7K | 222.6K | 975.0K | 34.4K | 2.21M | 38.14% | ↗ |
| 32 | 2022 | James Follette Senior Managing Director and Chief Mortgage Operations Officer | 355.2K | — | 618.7K | 222.6K | 975.0K | 34.4K | 2.21M | 38.14% | ↗ |
| 33 | 2021 | David A. Spector Chairman and Chief Executive Officer | 1.00M | — | 2.54M | 1.10M | 8.86M | 71.6K | 13.58M | 26.80% | ↗ |
| 34 | 2021 | Doug Jones Director, President and Chief Mortgage Banking Officer | 600.0K | — | 1.40M | 607.6K | 4.88M | 58.4K | 7.54M | 26.61% | ↗ |
| 35 | 2021 | Doug Jones President and Chief Mortgage Banking Officer | 600.0K | — | 1.40M | 607.6K | 4.88M | 58.4K | 7.54M | 26.61% | ↗ |
| 36 | 2021 | Andrew S. Chang Senior Managing Director and Chief Operating Officer | 500.0K | — | 1.01M | 440.5K | 3.57M | 36.6K | 5.56M | 26.17% | ↗ |
| 37 | 2021 | Vandad Fartaj Senior Managing Director and Chief Investment Officer | 425.0K | — | 805.0K | 349.4K | 3.39M | 64.7K | 5.03M | 22.93% | ↗ |
| 38 | 2021 | Daniel S. Perotti Senior Managing Director and Chief Financial Officer | 400.0K | — | 612.5K | 265.8K | 2.41M | 66.9K | 3.75M | 23.39% | ↗ |
| 39 | 2020 | David A. Spector Chairman and Chief Executive Officer | 1.00M | 6.40M | 1.69M | 3.20M | — | 82.2K | 12.38M | 39.54% | ↗ |
| 40 | 2020 | Doug Jones President and Chief Mortgage Banking Officer | 600.0K | 4.00M | 862.5K | 1.31M | — | 277.7K | 7.05M | 30.80% | ↗ |
| 41 | 2020 | Doug Jones Director, President and Chief Mortgage Banking Officer | 600.0K | 4.00M | 862.5K | 1.31M | — | 277.7K | 7.05M | 30.80% | ↗ |
| 42 | 2020 | Vandad Fartaj Senior Managing Director and Chief Investment Officer | 400.0K | 2.40M | 675.0K | 1.24M | — | 362.1K | 5.08M | 37.74% | ↗ |
| 43 | 2020 | Andrew S. Chang Senior Managing Director and Chief Operating Officer | 400.0K | 2.40M | 675.0K | 1.29M | — | 293.9K | 5.06M | 38.86% | ↗ |
| 44 | 2020 | Jeffrey P. Grogin Senior Managing Director and Chief Enterprise Operations Officer | 350.0K | 1.30M | 506.2K | 181.1K | — | 26.7K | 2.36M | 29.07% | ↗ |
| 45 | 2019 | Stanford L. Kurland Executive Chairman of the Board of Directors | 900.0K | 10.21M | 2.97M | 930.1K | — | 62.5K | 15.07M | 25.85% | ↗ |
| 46 | 2019 | David A. Spector President and Chief Executive Officer | 900.0K | 7.16M | 1.53M | 478.5K | — | 64.6K | 10.12M | 19.80% | ↗ |
| 47 | 2019 | David A. Spector Chairman and Chief Executive Officer | 900.0K | 7.16M | 1.53M | 478.5K | — | 64.6K | 10.12M | 19.80% | ↗ |
| 48 | 2019 | Doug Jones Senior Managing Director and Chief Mortgage Banking Officer | 550.0K | 4.34M | 763.1K | 239.3K | — | 269.1K | 6.16M | 16.27% | ↗ |
| 49 | 2019 | Doug Jones President and Chief Mortgage Banking Officer | 550.0K | 4.34M | 763.1K | 239.3K | — | 269.1K | 6.16M | 16.27% | ↗ |
| 50 | 2019 | Vandad Fartaj Senior Managing Director and Chief Investment Officer | 350.0K | 2.70M | 618.7K | 194.0K | — | 345.1K | 4.21M | 19.32% | ↗ |
| 51 | 2019 | Andrew S. Chang Senior Managing Director and Chief Financial Officer | 325.0K | 2.70M | 612.6K | 192.1K | — | 283.9K | 4.11M | 19.57% | ↗ |
| 52 | 2019 | Andrew S. Chang Senior Managing Director and Chief Operating Officer | 325.0K | 2.70M | 612.6K | 192.1K | — | 283.9K | 4.11M | 19.57% | ↗ |
| 53 | 2018 | Stanford L. Kurland Executive Chairman of the Board of Directors | 1.00M | 3.83M | 3.00M | 970.5K | — | 73.8K | 8.87M | 44.77% | ↗ |
| 54 | 2018 | David A. Spector President and Chief Executive Officer | 750.0K | 2.90M | 1.55M | 501.4K | — | 76.3K | 5.78M | 35.51% | ↗ |
| 55 | 2018 | David A. Spector Chairman and Chief Executive Officer | 750.0K | 2.90M | 1.55M | 501.4K | — | 76.3K | 5.78M | 35.51% | ↗ |
| 56 | 2018 | Doug Jones President and Chief Mortgage Banking Officer | 500.0K | 1.50M | 775.0K | 250.7K | — | 291.7K | 3.32M | 30.92% | ↗ |
| 57 | 2018 | Doug Jones Senior Managing Director and Chief Mortgage Banking Officer | 500.0K | 1.50M | 775.0K | 250.7K | — | 291.7K | 3.32M | 30.92% | ↗ |
| 58 | 2018 | Vandad Fartaj Senior Managing Director and Chief Investment Officer | 325.0K | 1.05M | 620.0K | 200.6K | — | 311.6K | 2.51M | 32.73% | ↗ |
| 59 | 2018 | Andrew S. Chang Senior Managing Director and Chief Operating Officer | 325.0K | 832.5K | 620.0K | 200.6K | — | 285.4K | 2.26M | 36.25% | ↗ |
| 60 | 2018 | Andrew S. Chang Senior Managing Director and Chief Financial Officer | 325.0K | 832.5K | 620.0K | 200.6K | — | 285.4K | 2.26M | 36.25% | ↗ |
| 61 | 2017 | Stanford L. Kurland Executive Chairman of the Board of Directors | 1.00M | 4.25M | 3.00M | 990.3K | — | 218.1K | 9.46M | 42.19% | ↗ |
| 62 | 2017 | David A. Spector President and Chief Executive Officer | 741.7K | 3.00M | 1.57M | 495.2K | — | 174.6K | 5.98M | 34.49% | ↗ |
| 63 | 2017 | Doug Jones Senior Managing Director and Chief Mortgage Banking Officer | 449.0K | 1.50M | 783.3K | 247.6K | — | 327.2K | 3.31M | 31.17% | ↗ |
| 64 | 2017 | Vandad Fartaj Senior Managing Director and Chief Investment Officer | 325.0K | 925.0K | 626.6K | 198.1K | — | 340.1K | 2.41M | 34.15% | ↗ |
| 65 | 2017 | Andrew S. Chang Senior Managing Director and Chief Financial Officer | 325.0K | 925.0K | 626.6K | 198.1K | — | 333.4K | 2.41M | 34.25% | ↗ |
| 66 | 2016 | Stanford L. Kurland Executive Chairman of the Board of Directors | 1.00M | 5.25M | 1.96M | 761.7K | — | 142.5K | 9.12M | 29.90% | ↗ |
| 67 | 2016 | David A. Spector President and Chief Executive Officer | 550.0K | 3.75M | 743.2K | 288.2K | — | 114.5K | 5.45M | 18.94% | ↗ |
| 68 | 2016 | Doug Jones Senior Managing Director and Chief Mortgage Banking Officer | 325.0K | 2.00M | 290.1K | 112.5K | — | 252.1K | 2.98M | 13.51% | ↗ |
| 69 | 2016 | Vandad Fartaj Senior Managing Director and Chief Investment Officer | 325.0K | 1.20M | 290.1K | 200.5K | — | 266.7K | 2.19M | 22.36% | ↗ |
CEO compensation breakdown
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| David A. Spector | Chief Executive Officer & Chairman | 5M | male |
| Douglas Edward Jones | President, Chief Mortgage Banking Officer & Director | 4M | male |
| Marshall Sebring | Senior MD & Chief Investment Officer | 4M | male |
| Daniel Stanley Perotti | Senior MD & Chief Financial Officer | 2M | male |
| James Follette | Senior MD & Chief Digital Officer | 2M | male |
| Derek W. Stark | Senior MD, Chief Legal Officer & Secretary | 1M | male |
| Abbie Tidmore | Senior MD & Chief Revenue Officer | — | female |
| Susan Hallock Smith | Senior MD & Chief Marketing Officer | — | female |
| Gregory L. Hendry | Chief Accounting Officer | — | male |
| Isaac Garden | Executive Vice President of Investor Relation | — | male |
| Jenny Rhodes | Senior MD & Chief Human Resources Officer | — | female |
| Kevin Chamberlain | Managing Director of Investor Relations | — | male |
ESG Rating
ESG Score History FINANCIAL - MORTGAGES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for PFSI
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.
