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Piper Sandler Companies (PIPR)

USD74.11 +2.13 (+2.96%)
US NYSE Financial Services Investment - Banking & Investment Services
Address 350 North 5th Street 55401-5711
Minneapolis, MN, US
CEO Chad R. Abraham
IPO 2004-01-02
CIK 1230245 ISIN US7240782091

Explore sections of this company profile

Description

Piper Sandler Companies operates as an investment bank and institutional securities firm that serves corporations, private equity groups, public entities, non-profit entities, and institutional investors in the United States and internationally. It offers investment banking services, institutional sales, and trading services for various equity and fixed income products; research services; advisory services, such as mergers and acquisitions, equity and debt financings, equity and debt private placements, debt capital markets advisory, restructuring and private capital advisory; municipal financial advisory and loan placement services; and various over-the-counter derivative products, as well as underwrites municipal issuances. The company also provides public finance investment banking services that focus on state and local governments, special districts and development infrastructure, project finance, and cultural and social service non-profit entities, as well as the education, healthcare, hospitality, senior living, housing, and transportation sectors. In addition, it offers equity and fixed income advisory and trade execution services for institutional investors, corporations, and government and non-profit entities. Further, the company has alternative asset management funds in merchant banking and healthcare to invest firm capital and to manage capital from outside investors; equity and debt capital markets products; public finance services; institutional brokerage services; fundamental equity and macro research services; alternative asset management strategies; and fixed income sales and trading solutions to banks, registered investment advisors, public entities, credit unions, asset managers, and insurance companies. The company was formerly known as Piper Jaffray Companies and changed its name to Piper Sandler Companies in January 2020. Piper Sandler Companies was founded in 1895 and is headquartered in Minneapolis, Minnesota.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD74.11 +2.13 (+2.96%)
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Volume Profile
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Liquidity & share structure
Average Volume
618.3K
Beta
1.42
Float Shares
17.22M
Free Float %
96.6%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.53% -0.21% -6.01% -0.35% -2.05% -5.33% +20.23% +154.51% +163.52% +699.20% +602.80%
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
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Hold
Price Targets & DCF
Current price
74.11
Low 96.25 +29.9%
Consensus 97.58 +31.7%
Median 97.00 +30.9%
High 99.50 +34.3%
DCF (Unlevered) 42.82 -42.2%
DCF (Levered) 66.35 -10.5%

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) 60% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 3 0
Hold 1 0
Sell 0 0
Strong Sell 1 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
97.00
+30.9%
Last Quarter 1
97.00
+30.9%
Last Year 3
97.58
+31.7%
All Time 8
61.50
-17.0%
Quality scores
Altman Z-Score
8.39
Safe zone
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
5 / 5
High
ROA Score
5 / 5
High
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Investment - Banking & Investment Services: +23.9%
    +28.6% Q1'26: +36.6% (vs Q1'25)
  • EPS growth Investment - Banking & Investment Services: +31.6%
    +54.7% Q1'26: +0.8% (vs Q1'25)
  • FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%
    +29.2% Q1'26: -66.7% (vs Q1'25)
  • EBIT margin Investment - Banking & Investment Services: +33.7%
    +20.3% Q1'26: +18.7% (vs Q1'25)
  • ROIC Investment - Banking & Investment Services: +2.7%
    +34.0% Q1'26: +20.8% (vs Q1'25)
  • Share dilution Investment - Banking & Investment Services: +0.1%
    +0.5% Q1'26: -0.9% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×
    0.28× Q1'26: 0.32× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.47) × ERP
WACC = 98% × Ke + 2% × Kd (4.2%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 42.62 Current price: 74.11
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
2 EPS Ana.
Dec 2027
2 Rev. Ana.
2 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
486.88M
est: 430.62M (+13.1%)
503.38M
est: 715.92M (-29.7%)
443.88M
est: 679.45M (-34.7%)
499.99M
est: 413.42M (+20.9%)
541.96M
est: 519.15M (+4.4%)
665.59M
est: 594.95M (+11.9%)
688.52M
est: 626.09M (+10.0%)
762.22M
est: 727.02M (+4.8%)
835.72M
est: 838.33M (-0.3%)
724.37M
est: 766.21M (-5.5%)
810.29M
est: 775.70M (+4.5%)
1.20B
est: 1.15B (+4.4%)
1.98B
est: 1.84B (+7.8%)
1.38B
est: 1.39B (-0.7%)
1.31B
est: 1.44B (-9.3%)
1.48B
est: 1.50B (-1.0%)
1.90B
est: 1.76B (+8.1%)
2.09B
2.05B – 2.12B
+18.5% YoY
2.34B
2.30B – 2.38B
+12.2% YoY
2.49B
2.45B – 2.52B
+6.2% YoY
EBITDA
66.22M
est: 62.53M (+5.9%)
68.57M
est: 115.68M (-40.7%)
-64.58M
est: -70.14M (+7.9%)
83.69M
est: 81.19M (+3.1%)
89.32M
est: 81.65M (+9.4%)
124.85M
est: 120.14M (+3.9%)
99.14M
est: 92.47M (+7.2%)
-3.25M
est: 11.42M (-128.5%)
101.97M
est: 126.65M (-19.5%)
91.31M
est: 99.33M (-8.1%)
138.10M
est: 121.81M (+13.4%)
123.98M
est: 107.27M (+15.6%)
484.22M
est: 364.58M (+32.8%)
165.38M
est: 210.39M (-21.4%)
159.96M
est: 250.76M (-36.2%)
245.48M
est: 260.00M (-5.6%)
412.92M
est: 306.10M (+34.9%)
362.78M
356.84M – 367.86M
+18.5% YoY
406.88M
400.22M – 412.58M
+12.2% YoY
432.30M
425.23M – 438.36M
+6.2% YoY
EBIT
56.55M
est: 53.25M (+6.2%)
53.82M
est: 88.52M (-39.2%)
-80.19M
est: 84.01M (-195.4%)
69.01M
est: 51.12M (+35.0%)
75.61M
est: 64.19M (+17.8%)
110.31M
est: 73.56M (+50.0%)
86.42M
est: 77.41M (+11.6%)
-30.87M
est: 89.89M (-134.3%)
79.32M
est: 103.66M (-23.5%)
72.49M
est: 94.74M (-23.5%)
118.98M
est: 95.91M (+24.0%)
68.55M
est: 141.60M (-51.6%)
441.51M
est: 162.63M (+171.5%)
134.37M
est: 172.20M (-22.0%)
122.59M
est: 220.40M (-44.4%)
218.41M
est: 228.52M (-4.4%)
385.53M
est: 269.04M (+43.3%)
318.86M
313.64M – 323.32M
+18.5% YoY
357.61M
351.76M – 362.63M
+12.2% YoY
379.96M
373.74M – 385.29M
+6.2% YoY
Net Income
30.37M
est: 20.35M (+49.2%)
24.36M
est: 26.51M (-8.1%)
-102.02M
est: -158.74M (+35.7%)
41.27M
est: 30.57M (+35.0%)
45.09M
est: 28.99M (+55.6%)
63.17M
est: 54.31M (+16.3%)
52.08M
est: 40.63M (+28.2%)
-21.95M
est: -15.49M (-41.8%)
-61.94M
est: 119.35M (-151.9%)
57.04M
est: 50.61M (+12.7%)
111.71M
est: 83.01M (+34.6%)
40.50M
est: 42.26M (-4.2%)
278.51M
est: 187.47M (+48.6%)
110.67M
est: 183.85M (-39.8%)
85.49M
181.11M
est: 210.10M (-13.8%)
281.33M
est: 276.07M (+1.9%)
326.09M
325.32M – 345.88M
+18.1% YoY
400.87M
388.95M – 412.80M
+22.9% YoY
— – —
-100.0% YoY
SGA
334.88M
est: 314.15M (+6.6%)
301.69M
est: 448.14M (-32.7%)
287.66M
est: 499.85M (-42.5%)
316.79M
est: 293.71M (+7.9%)
344.07M
est: 335.44M (+2.6%)
421.77M
est: 426.72M (-1.2%)
451.72M
est: 435.06M (+3.8%)
541.02M
est: 487.00M (+11.1%)
618.31M
est: 599.61M (+3.1%)
515.42M
est: 611.43M (-15.7%)
544.87M
est: 471.75M (+15.5%)
890.93M
est: 648.19M (+37.5%)
1.33B
est: 989.83M (+34.0%)
1.03B
est: 996.07M (+3.0%)
934.77M
est: 1.01B (-7.5%)
1.05B
est: 1.05B (-0.1%)
1.27B
est: 1.23B (+3.3%)
1.46B
1.44B – 1.48B
+18.5% YoY
1.64B
1.61B – 1.66B
+12.2% YoY
1.74B
1.71B – 1.77B
+6.2% YoY
EPS
0.39
est: 0.68 (-42.6%)
0.31
est: 2.07 (-85.1%)
-1.63
est: 1.97 (-182.6%)
0.57
est: 1.20 (-52.7%)
0.68
est: 1.91 (-64.6%)
0.97
est: 3.07 (-68.4%)
0.84
est: 3.48 (-76.0%)
-0.43
est: 4.30 (-110.1%)
-1.27
est: 6.75 (-118.8%)
0.95
est: 5.78 (-83.7%)
1.37
est: 6.38 (-78.5%)
0.74
est: 8.16 (-91.0%)
4.88
est: 19.27 (-74.7%)
1.98
est: 10.39 (-80.9%)
1.43
2.86
est: 2.95 (-3.2%)
4.22
est: 3.88 (+8.7%)
4.72
4.57 – 4.86
+21.5% YoY
5.64
5.47 – 5.80
+19.4% YoY
— – —
-100.0% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-05-08 B 3/5 3/5 5/5 5/5 1/5 2/5 1/5
2026-05-07 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-05-06 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-05-05 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-05-04 C- 1/5 3/5 1/5 1/5 1/5 2/5 1/5
2026-05-01 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-30 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-29 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-28 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-27 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-24 B+ 3/5 3/5 5/5 5/5 3/5 2/5 1/5
2026-04-23 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-22 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-21 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-20 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-17 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-16 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5
2026-04-15 B+ 3/5 4/5 5/5 5/5 2/5 2/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
702.75M
OE per share TTM
9.89
Owner's Yield
12.95%
Maintenance CapEx ratio
12.23%
Maint CapEx / Avg PPE
8.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
98
Total invested
165.13M
Insider transactions (90d)
0
Beneficial owners (>5%)
8
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Piper Jaffray Companies / 30-0168701 2.79M 5.70% 2.14M 2.79M HC Delaware 2015-02-17
2 (1) BlackRock, Inc. 2.48M 13.90% 2.44M 2.48M HC Delaware 2022-01-28
3 LKCM Private Discipline Master Fund, SPC 1.96M 5.70% 15.3K 3.6K 1.41M 17.4K OO Pennsylvania 2018-08-08
4 The Vanguard Group - 23-1945930 1.78M 10.00% 12.2K 1.75M 28.0K IA Pennsylvania 2022-07-11
5 (. 744.9K 4.93% 734.8K 744.9K IA Delaware 2018-02-09
6 Piper Jaffray & Co. 181.9K 1.90% 181.9K 181.9K BD Delaware 2016-12-28
7 Piper Jaffray Companies 181.9K 1.90% 181.9K 181.9K HC Delaware 2016-12-28
8 Counsel Portfolio Services Inc. 55.6K 27.82% 15.1K 3.6K 1.44M 17.3K CO Pennsylvania 2019-02-08

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
98
-327 vs prev Q
New positions
14
Closed positions
330
Increased
97
Reduced
1
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 BLACKROCK, INC. 2.56M +56.8K (+2.3%) 870.16M +1.1M (+0.1%) 15.22% +0.225 pp 0.01% -0.001 pp USD284.36 +19.5% 6 qtrs
2 VANGUARD GROUP INC 2.13M +18.0K (+0.9%) 722.95M -9.3M (-1.3%) 12.65% +0.012 pp 0.01% -0.001 pp USD82.57 +311.4% 84 qtrs
3 INVESCO LTD. 716.8K +2.3K (+0.3%) 243.51M -4.4M (-1.8%) 4.26% -0.019 pp 0.04% -0.002 pp USD232.47 +46.1% 57 qtrs
4 STATE STREET CORP 683.9K -1.0K (-0.2%) 232.33M -5.3M (-2.2%) 4.06% -0.037 pp 0.01% 0.000 pp USD82.46 +312.0% 51 qtrs
5 GEODE CAPITAL MANAGEMENT, LLC 395.9K -474.0 (-0.1%) 134.50M -3.0M (-2.2%) 2.35% -0.021 pp 0.01% -0.001 pp USD105.64 +221.6% 78 qtrs
6 FMR LLC 352.4K -189.5K (-35.0%) 119.72M -68.3M (-36.3%) 2.12% -1.129 pp 0.01% -0.004 pp USD230.72 +47.2% 30 qtrs
7 DIMENSIONAL FUND ADVISORS LP 341.8K -4.7K (-1.4%) 116.12M -4.1M (-3.4%) 2.03% -0.044 pp 0.02% -0.001 pp USD41.01 +728.4% 51 qtrs
8 ALLIANCEBERNSTEIN L.P. 319.2K +11.6K (+3.8%) 108.45M +1.7M (+1.6%) 1.90% +0.055 pp 0.03% +0.001 pp USD273.36 +24.3% 61 qtrs
9 CITADEL ADVISORS LLC 296.8K +138.0K (+86.9%) 100.82M +45.7M (+83.0%) 1.76% +0.813 pp 0.02% +0.007 pp USD310.08 +9.6% 28 qtrs
10 GW&K INVESTMENT MANAGEMENT, LLC 296.3K -12.8K (-4.1%) 100.67M -6.6M (-6.1%) 1.76% -0.090 pp 0.87% -0.079 pp USD93.29 +264.1% 37 qtrs
11 JPMORGAN CHASE & CO 294.6K +17.7K (+6.4%) 100.09M +4.0M (+4.2%) 1.76% +0.105 pp 0.01% +0.001 pp USD201.05 +69.0% 51 qtrs
12 GOLDMAN SACHS GROUP INC 292.0K -29.9K (-9.3%) 99.19M -12.5M (-11.2%) 1.74% -0.192 pp 0.01% -0.002 pp USD214.54 +58.3% 73 qtrs
13 STEPHENS INVESTMENT MANAGEMENT GROUP LLC 279.0K -355.0 (-0.1%) 94.79M -2.2M (-2.2%) 1.67% -0.003 pp 1.23% -0.022 pp USD133.32 +154.8% 23 qtrs
14 WESTWOOD HOLDINGS GROUP INC 272.1K -9.8K (-3.5%) 92.42M -5.4M (-5.5%) 1.62% -0.071 pp 0.75% +0.053 pp USD140.28 +142.2% 22 qtrs
15 NORGES BANK 233.3K +233.3K (+100.0%) 79.24M +79.2M (+100.0%) 1.39% +1.386 pp 0.01% +0.009 pp USD339.71 +0.0% 1 qtrs NEW
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 209.8K +87.0 (+0.0%) 71.27M -1.5M (-2.1%) 1.26% +0.004 pp 0.01% -0.001 pp USD104.50 +225.1% 89 qtrs
17 NORTH REEF CAPITAL MANAGEMENT LP 204.9K +53.2K (+35.1%) 69.61M +17.0M (+32.2%) 1.22% +0.309 pp 2.80% +0.340 pp USD254.99 +33.2% 12 qtrs
18 MORGAN STANLEY 204.6K +29.8K (+17.1%) 69.51M +8.9M (+14.6%) 1.22% +0.169 pp 0.00% +0.001 pp USD191.66 +77.2% 51 qtrs
19 AMERICAN CENTURY COMPANIES INC 201.4K -46.7K (-18.8%) 68.41M -17.7M (-20.5%) 1.21% -0.276 pp 0.03% -0.009 pp USD284.89 +19.2% 40 qtrs
20 SYSTEMATIC FINANCIAL MANAGEMENT LP 187.3K -2.1K (-1.1%) 63.62M -2.1M (-3.2%) 1.11% -0.021 pp 1.50% -0.098 pp USD74.87 +353.7% 51 qtrs
21 NORTHERN TRUST CORP 184.4K -12.0K (-6.1%) 62.63M -5.5M (-8.1%) 1.11% -0.069 pp 0.01% -0.001 pp USD71.97 +372.0% 51 qtrs
22 MAIRS & POWER INC 175.9K -8.7K (-4.7%) 59.74M -4.3M (-6.7%) 1.05% -0.060 pp 0.58% -0.027 pp USD183.10 +85.5% 12 qtrs
23 NUVEEN, LLC 170.2K +8.0K (+4.9%) 57.83M +1.5M (+2.7%) 1.01% +0.040 pp 0.02% +0.000 pp USD251.96 +34.8% 4 qtrs
24 FISHER ASSET MANAGEMENT, LLC 160.6K -4.8K (-2.9%) 54.56M -2.8M (-4.9%) 0.95% -0.036 pp 0.02% -0.002 pp USD170.40 +99.4% 42 qtrs
25 DRIEHAUS CAPITAL MANAGEMENT LLC 152.0K +70.5K (+86.5%) 51.64M +23.3M (+82.5%) 0.90% +0.415 pp 0.35% +0.148 pp USD343.61 -1.1% 2 qtrs
26 LOOMIS SAYLES & CO L P 145.3K -6.8K (-4.5%) 49.35M -3.4M (-6.5%) 0.86% -0.047 pp 0.06% -0.003 pp USD203.95 +66.6% 9 qtrs
27 BANK OF NEW YORK MELLON CORP 143.7K -11.1K (-7.2%) 48.81M -4.9M (-9.1%) 0.85% -0.073 pp 0.01% -0.002 pp USD64.01 +430.7% 66 qtrs
28 VOYA INVESTMENT MANAGEMENT LLC 132.2K -27.0K (-17.0%) 44.89M -10.3M (-18.7%) 0.79% -0.168 pp 0.04% -0.011 pp USD190.38 +78.4% 51 qtrs
29 LORD, ABBETT & CO. LLC 131.8K -44.3K (-25.1%) 44.76M -16.3M (-26.7%) 0.79% -0.263 pp 0.14% -0.045 pp USD217.46 +56.2% 19 qtrs
30 FRANKLIN RESOURCES INC 120.1K -80.8K (-40.2%) 40.81M -28.9M (-41.5%) 0.71% -0.489 pp 0.01% -0.007 pp USD283.92 +19.6% 3 qtrs
31 FIERA CAPITAL CORP 108.2K +26.5K (+32.4%) 36.75M +8.4M (+29.7%) 0.64% +0.154 pp 0.12% +0.025 pp USD345.21 -1.6% 2 qtrs
32 GREENWICH WEALTH MANAGEMENT LLC 104.2K -11.0 (0.0%) 35.40M -762.0K (-2.1%) 0.62% -0.005 pp 1.58% -0.225 pp USD235.72 +44.1% 58 qtrs
33 TIMESSQUARE CAPITAL MANAGEMENT, LLC 93.9K +11.0K (+13.3%) 31.90M +3.1M (+10.9%) 0.56% +0.066 pp 0.48% +0.069 pp USD346.13 -1.9% 2 qtrs
34 KENNEDY CAPITAL MANAGEMENT LLC 92.3K +9.8K (+11.9%) 31.37M +2.7M (+9.5%) 0.55% +0.060 pp 0.66% +0.031 pp USD193.32 +75.7% 54 qtrs
35 ENVESTNET ASSET MANAGEMENT INC 86.8K -4.1K (-4.5%) 29.47M -2.0M (-6.5%) 0.52% -0.028 pp 0.01% 0.000 pp USD176.37 +92.6% 29 qtrs
36 EMERALD ADVISERS, LLC 82.4K +82.4K (+100.0%) 27.99M +28.0M (+100.0%) 0.49% +0.493 pp 0.86% +0.863 pp USD339.71 +0.0% 1 qtrs NEW
37 BALYASNY ASSET MANAGEMENT L.P. 82.1K -28.4K (-25.7%) 27.87M -10.4M (-27.3%) 0.49% -0.169 pp 0.04% -0.013 pp USD280.56 +21.1% 4 qtrs
38 WELLINGTON MANAGEMENT GROUP LLP 81.8K -29.0K (-26.1%) 27.78M -10.6M (-27.7%) 0.49% -0.172 pp 0.00% -0.002 pp USD346.99 -2.1% 2 qtrs
39 PRINCIPAL FINANCIAL GROUP INC 79.6K -833.0 (-1.0%) 27.04M -868.6K (-3.1%) 0.48% -0.005 pp 0.01% 0.000 pp USD93.69 +262.6% 81 qtrs
40 NEUBERGER BERMAN GROUP LLC 76.1K +12.4K (+19.5%) 25.86M +3.8M (+17.0%) 0.46% +0.076 pp 0.02% +0.003 pp USD283.97 +19.6% 21 qtrs
41 BARCLAYS PLC 74.4K +42.0K (+130.0%) 25.26M +16.1M (+175.3%) 0.44% +0.248 pp 0.01% +0.004 pp USD303.19 +12.0% 51 qtrs
42 BANK OF AMERICA CORP /DE/ 65.1K +4.0K (+6.5%) 22.13M +909.7K (+4.3%) 0.39% +0.021 pp 0.00% +0.000 pp USD261.37 +30.0% 52 qtrs
43 SEI INVESTMENTS CO 60.8K +2.5K (+4.3%) 20.65M +435.8K (+2.2%) 0.36% +0.016 pp 0.02% -0.001 pp USD240.96 +41.0% 14 qtrs
44 AMERIPRISE FINANCIAL INC 58.8K -1.4K (-2.3%) 19.97M -904.7K (-4.3%) 0.35% -0.007 pp 0.00% 0.000 pp USD133.13 +155.2% 56 qtrs
45 PUBLIC SECTOR PENSION INVESTMENT BOARD 57.6K -7.3K (-11.3%) 19.55M -3.0M (-13.1%) 0.35% -0.043 pp 0.07% -0.017 pp USD204.75 +65.9% 58 qtrs
46 MILLENNIUM MANAGEMENT LLC 56.1K +27.9K (+99.4%) 19.04M +9.3M (+95.2%) 0.33% +0.165 pp 0.01% +0.004 pp USD304.27 +11.6% 36 qtrs
47 AXIOM INVESTORS LLC /DE 52.5K -7.6K (-12.7%) 17.85M -3.0M (-14.5%) 0.31% -0.048 pp 0.16% +0.003 pp USD314.67 +8.0% 6 qtrs
48 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 52.1K +52.1K (+100.0%) 17.71M +17.7M (+100.0%) 0.31% +0.313 pp 0.03% +0.030 pp USD339.71 +0.0% 1 qtrs NEW
49 JANUS HENDERSON GROUP PLC 51.7K -17.1K (-24.8%) 17.56M -6.3M (-26.4%) 0.31% -0.102 pp 0.01% -0.003 pp USD148.74 +128.4% 18 qtrs
50 EMERALD MUTUAL FUND ADVISERS TRUST 49.2K +49.2K (+100.0%) 16.73M +16.7M (+100.0%) 0.29% +0.295 pp 0.81% +0.815 pp USD339.71 +0.0% 1 qtrs NEW
51 FRED ALGER MANAGEMENT, LLC 48.7K -3.8K (-7.2%) 16.53M -1.7M (-9.2%) 0.29% -0.025 pp 0.06% -0.006 pp USD296.07 +14.7% 6 qtrs
52 NICHOLAS INVESTMENT PARTNERS, LP 46.9K +1.5K (+3.4%) 15.93M +187.3K (+1.2%) 0.28% +0.010 pp 1.16% -0.043 pp USD295.34 +15.0% 7 qtrs
53 RHUMBLINE ADVISERS 46.9K -1.8K (-3.7%) 15.93M -971.5K (-5.7%) 0.28% -0.013 pp 0.01% -0.001 pp USD71.78 +373.3% 55 qtrs
54 LEGAL & GENERAL GROUP PLC 43.5K -2.9K (-6.3%) 14.79M -1.3M (-8.2%) 0.26% -0.019 pp 0.00% 0.000 pp USD94.33 +260.1% 46 qtrs
55 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 37.0K -7.9K (-17.6%) 12.95M -2.3M (-14.8%) 0.22% -0.049 pp 0.02% -0.003 pp USD220.99 +53.7% 17 qtrs
56 SWISS NATIONAL BANK 34.9K +480.0 (+1.4%) 11.85M -87.4K (-0.7%) 0.21% +0.001 pp 0.01% +0.000 pp USD67.77 +401.3% 51 qtrs
57 UBS ASSET MANAGEMENT AMERICAS INC 32.8K +251.0 (+0.8%) 11.14M -151.5K (-1.3%) 0.20% +0.002 pp 0.00% 0.000 pp USD231.95 +46.5% 46 qtrs
58 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 32.5K +8.4K (+35.1%) 11.05M +2.7M (+32.2%) 0.19% +0.050 pp 0.02% +0.004 pp USD300.79 +12.9% 4 qtrs
59 CASTLEARK MANAGEMENT LLC 32.5K +4.6K (+16.6%) 11.03M +1.4M (+14.1%) 0.19% +0.028 pp 0.32% +0.053 pp USD345.96 -1.8% 2 qtrs
60 NEW YORK STATE COMMON RETIREMENT FUND 32.3K -300.0 (-0.9%) 10.99M -339.5K (-3.0%) 0.19% -0.003 pp 0.01% +0.000 pp USD290.05 +17.1% 88 qtrs
61 VERITION FUND MANAGEMENT LLC 31.9K +23.5K (+278.1%) 10.84M +7.9M (+270.2%) 0.19% +0.141 pp 0.04% +0.031 pp USD330.44 +2.8% 6 qtrs
62 WELLS FARGO & COMPANY/MN 31.2K +9.4K (+43.0%) 10.60M +3.0M (+40.0%) 0.19% +0.055 pp 0.00% +0.001 pp USD272.67 +24.6% 57 qtrs
63 SG AMERICAS SECURITIES, LLC 30.5K +27.6K (+956.0%) 10.37M +9.4M (+934.0%) 0.18% +0.165 pp 0.01% +0.010 pp USD337.71 +0.6% 8 qtrs
64 UBS GROUP AG 30.3K +2.7K (+9.9%) 10.29M +726.5K (+7.6%) 0.18% +0.015 pp 0.00% +0.000 pp USD274.11 +23.9% 45 qtrs
65 INTERVAL PARTNERS, LP 27.1K +12.1K (+80.8%) 9.20M +4.0M (+77.0%) 0.16% +0.071 pp 0.16% +0.080 pp USD304.02 +11.7% 4 qtrs
66 STATE OF WISCONSIN INVESTMENT BOARD 26.4K +711.0 (+2.8%) 8.96M +54.7K (+0.6%) 0.16% +0.005 pp 0.02% 0.000 pp USD147.02 +131.1% 20 qtrs
67 CREATIVE PLANNING 26.4K +5.5K (+26.6%) 8.96M +1.7M (+23.9%) 0.16% +0.034 pp 0.01% +0.001 pp USD278.02 +22.2% 21 qtrs
68 PRUDENTIAL FINANCIAL INC 24.7K +1.6K (+6.9%) 8.41M +372.6K (+4.6%) 0.15% +0.008 pp 0.01% +0.001 pp USD192.88 +76.1% 85 qtrs
69 QUBE RESEARCH & TECHNOLOGIES LTD 24.4K +24.4K (+100.0%) 8.28M +8.3M (+100.0%) 0.15% +0.146 pp 0.01% +0.008 pp USD339.71 +0.0% 12 qtrs
70 NEW YORK STATE TEACHERS RETIREMENT SYSTEM 24.0K -100.0 (-0.4%) 8.16M -209.0K (-2.5%) 0.14% -0.001 pp 0.02% -0.001 pp USD41.53 +718.0% 51 qtrs
71 RAYMOND JAMES FINANCIAL INC 24.0K -1.6K (-6.3%) 8.16M -739.8K (-8.3%) 0.14% -0.009 pp 0.00% 0.000 pp USD299.81 +13.3% 5 qtrs
72 MOODY ALDRICH PARTNERS LLC 23.2K -1.1K (-4.6%) 7.88M -559.5K (-6.6%) 0.14% -0.007 pp 1.47% -0.130 pp USD241.93 +40.4% 7 qtrs
73 ROYAL BANK OF CANADA 22.9K +295.0 (+1.3%) 7.78M -63.0K (-0.8%) 0.14% +0.001 pp 0.00% +0.000 pp USD135.48 +150.7% 51 qtrs
74 TEACHER RETIREMENT SYSTEM OF TEXAS 22.5K +1.6K (+7.7%) 7.66M +396.6K (+5.5%) 0.13% +0.010 pp 0.03% -0.003 pp USD245.69 +38.3% 20 qtrs
75 CERITY PARTNERS LLC 22.3K +10.9K (+95.3%) 7.56M +3.6M (+91.2%) 0.13% +0.064 pp 0.01% +0.005 pp USD273.72 +24.1% 9 qtrs
76 KING LUTHER CAPITAL MANAGEMENT CORP 19.8K -1.8K (-8.2%) 6.74M -755.5K (-10.1%) 0.12% -0.011 pp 0.03% -0.004 pp USD210.93 +61.1% 8 qtrs
77 NATIXIS ADVISORS, L.P. 17.1K -3.9K (-18.7%) 5.81M -1.5M (-20.4%) 0.10% -0.024 pp 0.01% -0.002 pp USD187.59 +81.1% 18 qtrs
78 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 16.8K +159.0 (+1.0%) 5.72M -67.4K (-1.2%) 0.10% +0.001 pp 0.01% 0.000 pp USD54.20 +526.8% 52 qtrs
79 GREAT WEST LIFE ASSURANCE CO /CAN/ 16.6K -2.3K (-12.1%) 5.65M -1.0M (-15.3%) 0.10% -0.013 pp 0.01% +0.000 pp USD143.83 +136.2% 49 qtrs
80 BRINKER CAPITAL INVESTMENTS, LLC 16.5K -1.7K (-9.2%) 5.61M -702.9K (-11.1%) 0.10% -0.011 pp 0.04% -0.008 pp USD147.57 +130.2% 22 qtrs
81 PRICE T ROWE ASSOCIATES INC /MD/ 16.1K +611.0 (+3.9%) 5.48M +95.0K (+1.8%) 0.10% +0.003 pp 0.00% +0.000 pp USD164.28 +106.8% 75 qtrs
82 LISANTI CAPITAL GROWTH, LLC 15.9K -50.0 (-0.3%) 5.40M -133.2K (-2.4%) 0.10% 0.000 pp 1.28% -0.074 pp USD305.45 +11.2% 5 qtrs
83 VAN ECK ASSOCIATES CORP 15.3K +15.3K (+100.0%) 5.18M +5.2M (+100.0%) 0.09% +0.092 pp 0.00% +0.004 pp USD339.71 +0.0% 1 qtrs NEW
84 EXODUSPOINT CAPITAL MANAGEMENT, LP 15.2K -14.6K (-48.9%) 5.16M -5.2M (-50.0%) 0.09% -0.088 pp 0.04% -0.065 pp USD346.99 -2.1% 4 qtrs
85 15.0K +15.0K (+100.0%) 5.11M +5.1M (+100.0%) 0.09% +0.089 pp 0.10% +0.099 pp USD339.71 +0.0% 1 qtrs NEW
86 NEW AGE ALPHA ADVISORS, LLC 14.8K +14.0K (+1,783.0%) 5.02M +4.7M (+1,743.5%) 0.09% +0.083 pp 0.22% +0.205 pp USD337.60 +0.6% 5 qtrs
87 DEUTSCHE BANK AG\ 14.5K +433.0 (+3.1%) 4.91M +44.9K (+0.9%) 0.09% +0.003 pp 0.00% +0.000 pp USD216.87 +56.6% 50 qtrs
88 CRAWFORD INVESTMENT COUNSEL INC 14.2K +500.0 (+3.6%) 4.82M +70.1K (+1.5%) 0.08% +0.002 pp 0.08% +0.002 pp USD280.72 +21.0% 6 qtrs
89 RUSSELL INVESTMENTS GROUP, LTD. 13.7K -7.7K (-36.0%) 4.65M -2.8M (-37.4%) 0.08% -0.046 pp 0.01% -0.003 pp USD311.39 +9.1% 28 qtrs
90 THRIVENT FINANCIAL FOR LUTHERANS 13.7K +1.7K (+13.8%) 4.64M +477.0K (+11.5%) 0.08% +0.010 pp 0.01% +0.000 pp USD109.40 +210.5% 49 qtrs
91 PEAK6 LLC 13.3K +— (+0.0%) 4.52M -96.8K (-2.1%) 0.08% -0.001 pp 0.01% +0.002 pp USD329.34 +3.1% 5 qtrs
92 LEGATO CAPITAL MANAGEMENT LLC 12.5K +3.8K (+43.4%) 4.24M +1.2M (+40.4%) 0.07% +0.023 pp 0.37% +0.036 pp USD312.82 +8.6% 7 qtrs
93 CI INVESTMENTS INC. 12.2K +3.2K (+36.2%) 4.14M +1.0M (+33.3%) 0.07% +0.019 pp 0.02% +0.007 pp USD341.95 -0.7% 5 qtrs
94 BRIDGEWATER ASSOCIATES, LP 12.1K +12.1K (+100.0%) 4.10M +4.1M (+100.0%) 0.07% +0.072 pp 0.01% +0.015 pp USD339.71 +0.0% 1 qtrs NEW
95 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10.9K -1.1K (-8.9%) 4.01M -49.3K (-1.2%) 0.07% -0.006 pp 0.01% -0.001 pp USD152.77 +122.4% 12 qtrs
96 TREXQUANT INVESTMENT LP 11.3K +11.3K (+100.0%) 3.85M +3.8M (+100.0%) 0.07% +0.067 pp 0.03% +0.034 pp USD339.71 +0.0% 1 qtrs NEW
97 STATE OF ALASKA, DEPARTMENT OF REVENUE 11.2K +2.2K (+24.0%) 3.81M +673.0K (+21.4%) 0.07% +0.013 pp 0.04% +0.009 pp USD144.85 +134.5% 37 qtrs
98 CINCTIVE CAPITAL MANAGEMENT LP 10.4K -2.0K (-15.9%) 3.53M -757.1K (-17.7%) 0.06% -0.012 pp 0.19% -0.014 pp USD292.13 +16.3% 3 qtrs
99 MERCER GLOBAL ADVISORS INC /ADV 14.8K +13.1K (+772.3%) 792.6K +202.3K (+34.3%) 0.09% +0.078 pp 0.00% +0.000 pp USD325.84 +4.3% 9 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.76
Neutral
Ratio by volume
1.85
Bullish
Buys
25
Sells
33
Shares acquired
87.6K
Shares disposed
47.4K
Cash buys
Cash sales
2.00
Net activity
+40,188
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
2026-03-31 Sterling Brian R Director A-Award A Common Stock 323 0.00 102,659 D
2026-03-31 SORAN PHILIP Director A-Award A Common Stock 323 0.00 79,207 D
2026-03-31 Gallo Ann C Director A-Award A Common Stock 323 0.00 5,831 D
2026-03-13 TAYLOR SCOTT C Director A-Award A Common Stock 161 0.00 16,513 D
2026-03-13 Sterling Brian R Director A-Award A Common Stock 59 0.00 25,584 D
2026-03-13 SORAN PHILIP Director A-Award A Common Stock 391 0.00 19,721 D
2026-03-13 Mitchell Robbin Director A-Award A Common Stock 69 0.00 3,460 D
2026-03-13 HOLT VICTORIA M Director A-Award A Common Stock 139 0.00 7,478 D
2026-03-13 Gallo Ann C Director A-Award A Common Stock 28 0.00 1,377 D
2026-02-26 Schoneman Debbra L. Officer F-InKind D Common Stock 2,824 0.00 6,305 D
2026-02-26 PELTIER JEAN-PAUL M Officer F-InKind D Common Stock 3,066 0.00 37,587 D
2026-02-26 Geelan John W Officer A-Award A Common Stock 1,806 0.00 14,807 D
2026-02-26 Doyle Jonathan J Director / Officer A-Award A Common Stock 14,443 0.00 147,858 D
2026-02-26 Dillahunt Michael R Officer F-InKind D Common Stock 3,929 0.00 25,736 D
2026-02-26 Baker James P Officer F-InKind D Common Stock 2,903 0.00 66,166 D
2026-02-26 Abraham Chad R Director / Officer A-Award A Common Stock 20,222 0.00 76,537 D
2026-02-17 Schoneman Debbra L. Officer F-InKind D Common Stock 150 0.00 3,743 D
2026-02-17 PELTIER JEAN-PAUL M Officer F-InKind D Common Stock 732 0.00 34,035 D
2026-02-17 Geelan John W Officer A-Award A Common Stock 505 0.00 13,150 D
2026-02-17 Doyle Jonathan J Director / Officer F-InKind D Common Stock 240 0.00 133,415 D
2026-02-17 Dillahunt Michael R Officer F-InKind D Common Stock 308 0.00 21,234 D
2026-02-17 Clune Katherine Patricia Officer A-Award A Common Stock 1,467 0.00 11,892 D
2026-02-17 Baker James P Officer F-InKind D Common Stock 211 0.00 62,020 D
2026-02-17 Abraham Chad R Director / Officer A-Award A Common Stock 4,985 0.00 58,543 D
2026-02-11 Schoneman Debbra L. Officer S-Sale D Common Stock 5,159 351.01 1.81M 2,896 D
2026-02-04 ESSIG STUART Director Common Stock 0 0.00 0 D
2026-01-09 PELTIER JEAN-PAUL M Officer Common Stock 0 0.00 36,024 D
2025-12-31 Sterling Brian R Director A-Award A Common Stock 75 0.00 25,525 D
2025-12-31 SORAN PHILIP Director A-Award A Common Stock 75 0.00 19,330 D
2025-12-31 Gallo Ann C Director A-Award A Common Stock 75 0.00 1,349 D
2025-12-12 TAYLOR SCOTT C Director A-Award A Common Stock 16 0.00 16,352 D
2025-12-12 Sterling Brian R Director A-Award A Common Stock 6 0.00 25,450 D
2025-12-12 SORAN PHILIP Director A-Award A Common Stock 38 0.00 19,255 D
2025-12-12 Mitchell Robbin Director A-Award A Common Stock 7 0.00 3,391 D
2025-12-12 HOLT VICTORIA M Director A-Award A Common Stock 14 0.00 7,339 D
2025-12-12 Gallo Ann C Director A-Award A Common Stock 3 0.00 1,274 D
2025-11-28 Abraham Chad R Director / Officer S-Sale D Common Stock 1,616 336.94 544.5K 53,558 D
2025-11-26 Abraham Chad R Director / Officer M-Exempt D Employee Stock Option (right to buy) 4,400 99.00 435.6K 18,600 D
2025-11-21 Clune Katherine Patricia Officer S-Sale D Common Stock 1,367 324.69 443.9K 10,425 D
2025-11-18 SORAN PHILIP Director S-Sale D Common Stock 598 317.05 189.6K 19,217 D
2025-11-14 Clune Katherine Patricia Officer F-InKind D Common Stock 1,464 0.00 11,792 D
2025-11-05 Schoneman Debbra L. Officer M-Exempt D Employee Stock Option (right to buy) 2,500 99.00 247.5K 15,167 D
2025-09-30 Sterling Brian R Director A-Award A Common Stock 73 0.00 25,444 D
2025-09-30 SORAN PHILIP Director A-Award A Common Stock 73 0.00 19,815 D
2025-09-30 Gallo Ann C Director A-Award A Common Stock 73 0.00 1,271 D
2025-09-12 TAYLOR SCOTT C Director A-Award A Common Stock 17 0.00 16,336 D
2025-09-12 Sterling Brian R Director A-Award A Common Stock 6 0.00 25,371 D
2025-09-12 SORAN PHILIP Director A-Award A Common Stock 39 0.00 19,742 D
2025-09-12 Mitchell Robbin Director A-Award A Common Stock 7 0.00 3,384 D
2025-09-12 HOLT VICTORIA M Director A-Award A Common Stock 14 0.00 7,325 D
2025-09-12 Gallo Ann C Director A-Award A Common Stock 3 0.00 1,198 D
2025-08-11 Geelan John W Officer S-Sale D Common Stock 366 321.46 117.7K 14,279 D
2025-08-06 Abraham Chad R Director / Officer S-Sale D Common Stock 344 321.95 110.8K 61,214 D
2025-08-05 TAYLOR SCOTT C Director S-Sale D Common Stock 2,600 319.86 831.6K 16,319 D
2025-08-05 Abraham Chad R Director / Officer S-Sale D Common Stock 2,251 317.17 713.9K 59,739 D
2025-08-04 Doyle Jonathan J Director / Officer S-Sale D Common Stock 1,302 316.20 411.7K 134,619 D
2025-06-30 Sterling Brian R Director A-Award A Common Stock 90 0.00 25,365 D
2025-06-30 SORAN PHILIP Director A-Award A Common Stock 90 0.00 19,703 D
2025-06-30 Gallo Ann C Director A-Award A Common Stock 90 0.00 1,195 D
2025-06-13 TAYLOR SCOTT C Director A-Award A Common Stock 21 0.00 18,919 D
2025-06-13 Sterling Brian R Director A-Award A Common Stock 7 0.00 25,275 D
2025-06-13 SORAN PHILIP Director A-Award A Common Stock 49 0.00 19,613 D
2025-06-13 SMITH SHERRY M Director A-Award A Common Stock 25 0.00 10,831 D
2025-06-13 Mitchell Robbin Director A-Award A Common Stock 9 0.00 3,377 D
2025-06-13 HOLT VICTORIA M Director A-Award A Common Stock 18 0.00 7,311 D
2025-06-13 Gallo Ann C Director A-Award A Common Stock 3 0.00 1,105 D
2025-06-13 FITZGERALD WILLIAM R Director A-Award A Common Stock 62 0.00 25,517 D
2025-05-22 TAYLOR SCOTT C Director A-Award A Common Stock 598 0.00 18,898 D
2025-05-22 Sterling Brian R Director A-Award A Common Stock 598 0.00 25,268 D
2025-05-22 SORAN PHILIP Director A-Award A Common Stock 598 0.00 19,564 D
2025-05-22 SMITH SHERRY M Director A-Award A Common Stock 598 0.00 10,806 D
2025-05-22 SCHREIER THOMAS S JR Director A-Award A Common Stock 598 0.00 7,651 D
2025-05-22 Mitchell Robbin Director A-Award A Common Stock 598 0.00 3,368 D
2025-05-22 HOLT VICTORIA M Director A-Award A Common Stock 598 0.00 7,293 D
2025-05-22 Gallo Ann C Director A-Award A Common Stock 598 0.00 1,102 D
2025-05-16 Baker James P Officer A-Award A Common Stock 2,000 267.32 534.6K 59,867 D
2025-03-31 Sterling Brian R Director A-Award A Common Stock 100 0.00 24,670 D
2025-03-31 SORAN PHILIP Director A-Award A Common Stock 100 0.00 18,966 D
2025-03-31 Gallo Ann C Director A-Award A Common Stock 100 0.00 504 D
2025-03-14 TAYLOR SCOTT C Director A-Award A Common Stock 113 0.00 18,300 D
2025-03-14 Sterling Brian R Director A-Award A Common Stock 37 0.00 24,570 D
2025-03-14 SORAN PHILIP Director A-Award A Common Stock 268 0.00 18,866 D
2025-03-14 SMITH SHERRY M Director A-Award A Common Stock 129 0.00 10,208 D
2025-03-14 Mitchell Robbin Director A-Award A Common Stock 40 0.00 2,770 D
2025-03-14 HOLT VICTORIA M Director A-Award A Common Stock 89 0.00 6,695 D
2025-03-14 Gallo Ann C Director A-Award A Common Stock 6 0.00 404 D
2025-03-14 FITZGERALD WILLIAM R Director A-Award A Common Stock 337 0.00 25,455 D
2025-02-27 Schoneman Debbra L. Officer A-Award A Common Stock 6,716 0.00 10,837 D
2025-02-27 Geelan John W Officer F-InKind D Common Stock 738 0.00 14,645 D
2025-02-27 Doyle Jonathan J Director / Officer A-Award A Common Stock 6,884 0.00 139,276 D
2025-02-27 Dillahunt Michael R Officer F-InKind D Common Stock 3,343 0.00 19,487 D
2025-02-27 Baker James P Officer F-InKind D Common Stock 3,018 0.00 57,867 D
2025-02-27 Abraham Chad R Director / Officer A-Award A Common Stock 27,256 0.00 65,987 D
2025-02-16 Schoneman Debbra L. Officer F-InKind D Common Stock 196 0.00 4,121 D
2025-02-16 Geelan John W Officer F-InKind D Common Stock 65 0.00 13,816 D
2025-02-16 Doyle Jonathan J Director / Officer F-InKind D Common Stock 385 0.00 132,392 D
2025-02-16 Dillahunt Michael R Officer F-InKind D Common Stock 207 0.00 15,501 D
2025-02-16 Clune Katherine Patricia Officer F-InKind D Common Stock 356 0.00 13,256 D
2025-02-16 Baker James P Officer F-InKind D Common Stock 211 0.00 53,381 D
2025-02-16 Abraham Chad R Director / Officer F-InKind D Common Stock 2,036 0.00 40,500 D
2025-02-15 Schoneman Debbra L. Officer A-Award A Common Stock 1,313 0.00 5,150 D
2025-02-15 Geelan John W Officer A-Award A Common Stock 433 0.00 13,998 D
2025-02-15 Doyle Jonathan J Director / Officer A-Award A Common Stock 2,332 0.00 134,864 D
2025-02-15 Dillahunt Michael R Officer A-Award A Common Stock 1,858 0.00 16,641 D
2025-02-15 Clune Katherine Patricia Officer A-Award A Common Stock 1,224 0.00 13,612 D
2025-02-15 Baker James P Officer A-Award A Common Stock 1,858 0.00 54,065 D
2025-02-15 Abraham Chad R Director / Officer A-Award A Common Stock 4,022 0.00 42,536 D
2025-02-14 SMITH SHERRY M Director S-Sale D Common Stock 2,237 305.19 682.7K 10,479 D
2025-02-13 Schoneman Debbra L. Officer M-Exempt A Common Stock 15,000 99.00 1.49M 18,837 D
2025-01-17 Doyle Jonathan J Director / Officer F-InKind D Common Stock 16,563 0.00 132,532 D
2024-12-31 TAYLOR SCOTT C Director A-Award A Common Stock 93 0.00 18,187 D
2024-12-31 Sterling Brian R Director A-Award A Common Stock 85 0.00 24,533 D
2024-12-31 SORAN PHILIP Director A-Award A Common Stock 85 0.00 18,598 D
2024-12-31 Gallo Ann C Director A-Award A Common Stock 85 0.00 398 D
2024-12-23 Doyle Jonathan J Director / Officer G-Gift D Common Stock 1,000 0.00 149,095 D
2024-12-13 TAYLOR SCOTT C Director A-Award A Common Stock 16 0.00 18,094 D
2024-12-13 Sterling Brian R Director A-Award A Common Stock 5 0.00 24,448 D
2024-12-13 SORAN PHILIP Director A-Award A Common Stock 38 0.00 18,513 D
2024-12-13 SMITH SHERRY M Director A-Award A Common Stock 19 0.00 12,962 D
2024-12-13 Mitchell Robbin Director A-Award A Common Stock 6 0.00 2,730 D
2024-12-13 HOLT VICTORIA M Director A-Award A Common Stock 13 0.00 6,606 D
2024-12-13 Gallo Ann C Director A-Award A Common Stock 1 0.00 313 D
2024-12-13 FITZGERALD WILLIAM R Director A-Award A Common Stock 48 0.00 25,118 D
2024-11-07 Geelan John W Officer S-Sale D Common Stock 960 341.82 328.1K 13,565 D
2024-11-07 Doyle Jonathan J Director / Officer S-Sale D Common Stock 1,163 337.21 392.2K 150,513 D
2024-09-30 TAYLOR SCOTT C Director A-Award A Common Stock 98 0.00 18,078 D
2024-09-30 Sterling Brian R Director A-Award A Common Stock 89 0.00 24,443 D
2024-09-30 SORAN PHILIP Director A-Award A Common Stock 89 0.00 18,475 D
2024-09-30 Gallo Ann C Director A-Award A Common Stock 8 0.00 312 D
2024-09-23 Gallo Ann C Director A-Award A Common Stock 304 287.51 87.4K 304 D
2024-09-13 TAYLOR SCOTT C Director A-Award A Common Stock 19 0.00 17,980
2024-09-13 Sterling Brian R Director A-Award A Common Stock 6 0.00 24,354
2024-09-13 SORAN PHILIP Director A-Award A Common Stock 45 0.00 18,386
2024-09-13 SMITH SHERRY M Director A-Award A Common Stock 22 0.00 12,943
2024-09-13 Mitchell Robbin Director A-Award A Common Stock 7 0.00 2,724
2024-09-13 HOLT VICTORIA M Director A-Award A Common Stock 15 0.00 6,593
2024-09-13 FITZGERALD WILLIAM R Director A-Award A Common Stock 57 0.00 25,070
2024-08-21 SORAN PHILIP Director S-Sale D Common Stock 1,792 263.92 472.9K 18,341
2024-08-15 Abraham Chad R Director / Officer S-Sale D Common Stock 808 267.06 215.8K 38,514
2024-08-13 SORAN PHILIP Director S-Sale D Common Stock 2,583 254.90 658.4K 20,133
2024-08-12 SORAN PHILIP Director G-Gift D Common Stock 1,409 0.00 22,716
2024-08-09 Geelan John W Officer S-Sale D Common Stock 1,789 256.73 459.3K 15,065
2024-08-05 Doyle Jonathan J Director / Officer S-Sale D Common Stock 4,499 236.58 1.06M 164,691
2024-07-01 TAYLOR SCOTT C Director A-Award A Common Stock 119 0.00 17,961
2024-07-01 Sterling Brian R Director A-Award A Common Stock 108 0.00 24,348
2024-07-01 SORAN PHILIP Director A-Award A Common Stock 126 0.00 24,125
2024-06-07 TAYLOR SCOTT C Director A-Award A Common Stock 22 0.00 17,842
2024-06-07 Sterling Brian R Director A-Award A Common Stock 7 0.00 24,240
2024-06-07 SORAN PHILIP Director A-Award A Common Stock 53 0.00 23,999
2024-06-07 SMITH SHERRY M Director A-Award A Common Stock 26 0.00 12,921
2024-06-07 Mitchell Robbin Director A-Award A Common Stock 8 0.00 2,717
2024-06-07 HOLT VICTORIA M Director A-Award A Common Stock 18 0.00 6,578
2024-06-07 FITZGERALD WILLIAM R Director A-Award A Common Stock 68 0.00 25,013
2024-05-23 TAYLOR SCOTT C Director A-Award A Common Stock 477 209.72 100.0K 17,820
2024-05-23 Sterling Brian R Director A-Award A Common Stock 477 209.72 100.0K 24,233
2024-05-23 SMITH SHERRY M Director A-Award A Common Stock 477 209.72 100.0K 12,895
2024-05-23 SCHREIER THOMAS S JR Director A-Award A Common Stock 477 209.72 100.0K 7,053
2024-05-23 Mitchell Robbin Director A-Award A Common Stock 477 209.72 100.0K 2,709
2024-05-23 HOLT VICTORIA M Director A-Award A Common Stock 477 209.72 100.0K 6,560
2024-05-23 FITZGERALD WILLIAM R Director A-Award A Common Stock 477 209.72 100.0K 24,945
2024-05-20 Schoneman Debbra L. Officer S-Sale D Common Stock 359 212.38 76.2K 43,746
2024-05-17 Schoneman Debbra L. Officer S-Sale D Common Stock 547 211.25 115.6K 47,536
2024-05-06 Geelan John W Officer S-Sale D Common Stock 1,570 211.14 331.5K 16,854
2024-04-01 TAYLOR SCOTT C Director A-Award A Common Stock 140 0.00 17,343
2024-04-01 Sterling Brian R Director A-Award A Common Stock 127 0.00 23,756
2024-04-01 SORAN PHILIP Director A-Award A Common Stock 165 0.00 23,469
2024-03-15 TAYLOR SCOTT C Director A-Award A Common Stock 61 0.00 17,203
2024-03-15 Sterling Brian R Director A-Award A Common Stock 18 0.00 23,629
2024-03-15 SORAN PHILIP Director A-Award A Common Stock 146 0.00 23,304
2024-03-15 SMITH SHERRY M Director A-Award A Common Stock 70 0.00 12,418
2024-03-15 Mitchell Robbin Director A-Award A Common Stock 19 0.00 2,232
2024-03-15 HOLT VICTORIA M Director A-Award A Common Stock 51 0.00 6,083
2024-03-15 FITZGERALD WILLIAM R Director A-Award A Common Stock 190 0.00 24,468
2024-03-04 Schoneman Debbra L. Officer S-Sale D Common Stock 3,402 190.32 647.5K 13,533
2024-03-01 Abraham Chad R Director / Officer G-Gift D Common Stock 1,000 0.00 38,514
2024-02-29 Schoneman Debbra L. Officer S-Sale D Common Stock 205 190.05 39.0K 16,935
2024-02-28 Geelan John W Officer G-Gift D Common Stock 540 0.00 18,424
2024-02-27 Schoneman Debbra L. Officer S-Sale D Common Stock 443 184.15 81.6K 17,192
2024-02-26 Schoneman Debbra L. Officer S-Sale D Common Stock 453 185.88 84.2K 11,718
2024-02-26 Geelan John W Officer F-InKind D Common Stock 914 0.00 18,964
2024-02-26 Doyle Jonathan J Director / Officer A-Award A Common Stock 12,561 0.00 177,954
2024-02-26 Baker James P Officer A-Award A Common Stock 9,428 0.00 55,917
2024-02-26 Abraham Chad R Director / Officer A-Award A Common Stock 28,620 0.00 52,565
2024-02-16 Schoneman Debbra L. Officer F-InKind D Common Stock 306 0.00 15,632
2024-02-16 Geelan John W Officer F-InKind D Common Stock 65 0.00 17,631
2024-02-16 Doyle Jonathan J Director / Officer F-InKind D Common Stock 1,390 0.00 166,089
2024-02-16 Dillahunt Michael R Officer F-InKind D Common Stock 366 0.00 15,611
2024-02-16 Baker James P Officer F-InKind D Common Stock 306 0.00 46,702
2024-02-16 Abraham Chad R Director / Officer F-InKind D Common Stock 1,586 0.00 27,061
2024-02-15 Schoneman Debbra L. Officer A-Award A Common Stock 1,287 0.00 15,938
2024-02-15 Geelan John W Officer A-Award A Common Stock 488 0.00 17,876
2024-02-15 Doyle Jonathan J Director / Officer A-Award A Common Stock 2,807 0.00 169,021
2024-02-15 Dillahunt Michael R Officer A-Award A Common Stock 2,024 0.00 15,977
2024-02-15 Clune Katherine Patricia Officer A-Award A Common Stock 2,955 0.00 13,053
2024-02-15 Baker James P Officer A-Award A Common Stock 2,024 0.00 47,227
2024-02-15 Abraham Chad R Director / Officer A-Award A Common Stock 4,531 0.00 28,647
2024-02-07 Doyle Jonathan J Director / Officer S-Sale D Common Stock 1,000 180.40 180.4K 166,214
2024-02-07 Abraham Chad R Director / Officer S-Sale D Common Stock 2,809 180.69 507.6K 24,453
2024-02-06 Doyle Jonathan J Director / Officer S-Sale D Common Stock 2,654 180.43 478.9K 173,573
2024-02-06 Abraham Chad R Director / Officer S-Sale D Common Stock 1,031 181.25 186.9K 35,423

Executive team

Top executives
EBIT / Employee
211.1K
Shares Outstanding
17.82M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Chad R. Abraham CEO 650.0K 6.17M 3.74M 479.7K 11.03M 33.87%
2 2025 Jonathan J. Doyle Vice Chairman and Head of Financial Services 500.0K 2.31M 2.17M 1.16M 6.13M 35.31%
3 2025 James P. Baker Global Co-Head of Investment Banking and Capital Markets 425.0K 3.36M 1.73M 145.8K 5.65M 30.52%
4 2025 Michael R. Dillahunt Global Co-Head of Investment Banking and Capital Markets 425.0K 3.36M 1.73M 141.2K 5.65M 30.55%
5 2025 Katherine P. Clune CFO 425.0K 1.85M 1.14M 41.4K 3.45M 32.95%
6 2024 Chad R. Abraham CEO 650.0K 4.57M 2.59M 624.0K 8.43M 30.71%
7 2024 Jonathan J. Doyle Vice Chairman and Head of Financial Services 500.0K 3.08M 1.60M 1.23M 6.42M 24.97%
8 2024 James P. Baker Global Co-Head of Investment Banking and Capital Markets 425.0K 2.45M 1.16M 207.5K 4.24M 27.27%
9 2024 Michael R. Dillahunt Global Co-Head of Investment Banking and Capital Markets 425.0K 2.45M 1.16M 49.7K 4.08M 28.33%
10 2024 Katherine P. Clune CFO 425.0K 1.39M 562.6K 15.3K 2.39M 23.52%
11 2023 Chad R. Abraham CEO 650.0K 3.16M 3.31M 3.50M 568.0K 11.19M 60.86%
12 2023 Jonathan J. Doyle Vice Chairman and Head of Financial Services 500.0K 3.15M 2.36M 781.0K 6.79M 34.79%
13 2023 Michael R. Dillahunt Global Co-Head of Investment Banking and Capital Markets 425.0K 2.27M 1.41M 48.9K 4.15M 33.94%
14 2023 James P. Baker Global Co-Head of Investment Banking and Capital Markets 425.0K 2.27M 1.21M 184.5K 4.09M 29.54%
15 2023 Timothy L. Carter Former CFO 425.0K 1.05M 722.1K 114.7K 2.31M 31.30%
16 2022 Chad R. Abraham CEO 650.0K 4.04M 6.09M 329.3K 11.11M 54.80%
17 2022 Jonathan J. Doyle Vice Chairman and Head of Financial Services Group 500.0K 2.58M 4.64M 41.9K 7.76M 33.26%
18 2022 Jonathan J. Doyle Vice Chairman and Head of Financial Services 500.0K 4.64M 2.56M 41.9K 7.74M 33.10%
19 2022 Michael R. Dillahunt Global Co-Head of Investment Banking and Capital Markets 425.0K 2.77M 1.64M 44.2K 4.87M 33.60%
20 2022 James P. Baker Global Co-Head of Investment Banking and Capital Markets 425.0K 2.37M 1.71M 37.8K 4.54M 37.69%
21 2022 Timothy L. Carter CFO 425.0K 1.02M 1.20M 65.4K 2.71M 37.48%
22 2022 Timothy L. Carter Former CFO 425.0K 1.20M 1.00M 65.4K 2.70M 37.21%
23 2021 Jonathan J. Doyle Vice Chairman and Head of Financial Services 500.0K 7.69M 2.06M 32.7K 10.28M 20.06%
24 2021 Jonathan J. Doyle Vice Chairman and Head of Financial Services Group 500.0K 2.06M 7.69M 32.7K 10.28M 20.06%
25 2021 Chad R. Abraham CEO 633.3K 5.28M 3.09M 140.5K 9.14M 33.76%
26 2021 James P. Baker Global Co-Head of Investment Banking and Capital Markets 425.0K 3.36M 936.9K 16.7K 4.74M 19.76%
27 2021 Debbra L. Schoneman President 500.0K 1.10M 2.50M 77.0K 4.17M 26.25%
28 2021 Timothy L. Carter Former CFO 425.0K 1.67M 607.2K 21.9K 2.73M 22.28%
29 2021 Timothy L. Carter CFO 425.0K 607.2K 1.67M 21.9K 2.73M 22.28%
30 2020 Jonathan J. Doyle Vice Chairman and Head of Financial Services Group 260.9K 9.90M 6.62M 9.4K 16.79M 58.95%
31 2020 Chad R. Abraham CEO 283.3K 2.52M 3.86M 31.3K 6.69M 37.68%
32 2020 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 241.7K 1.41M 2.96M 29.4K 4.65M 30.42%
33 2020 Debbra L. Schoneman President 266.7K 922.4K 2.44M 32.0K 3.66M 25.21%
34 2020 James P. Baker Global Co-Head of Investment Banking and Capital Markets 241.7K 797.8K 2.29M 15.4K 3.34M 23.88%
35 2020 Timothy L. Carter CFO 241.7K 480.0K 1.35M 10.5K 2.08M 23.04%
36 2019 James P. Baker Global Co-Head of Investment Banking and Capital Markets 425.0K 255.0K 1.57M 2.89M 5.14M 4.96%
37 2019 Chad R. Abraham CEO 550.0K 1.58M 2.49M 26.7K 4.64M 33.99%
38 2019 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 425.0K 1.19M 2.77M 23.6K 4.41M 27.05%
39 2019 Debbra L. Schoneman President 500.0K 629.9K 1.53M 18.1K 2.68M 23.51%
40 2019 Timothy L. Carter CFO 425.0K 274.2K 796.9K 9.8K 1.51M 18.21%
41 2018 Chad R. Abraham CEO 550.0K 1.58M 1.20M 1.95M 109.6K 5.39M 51.54%
42 2018 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 425.0K 1.10M 2.37M 420.3K 4.31M 25.48%
43 2018 Debbra L. Schoneman President 500.0K 844.5K 800.0K 1.06M 47.5K 3.25M 50.53%
44 2018 Frank E. Fairman Head of Public Finance 425.0K 508.9K 182.0K 45.5K 1.16M 43.82%
45 2018 Timothy L. Carter CFO 425.0K 129.8K 462.5K 11.9K 1.03M 12.61%
46 2018 John W. Geelan General Counsel 300.0K 129.2K 372.4K 13.8K 815.5K 15.85%
47 2017 Andrew S. Duff Chairman and CEO 650.0K 1.75M 2.47M 159.2K 5.03M 34.82%
48 2017 Chad R. Abraham CEO 425.0K 964.2K 3.16M 86.4K 4.64M 20.78%
49 2017 Chad R. Abraham Global Co-Head of Investment Banking and Capital Markets 425.0K 964.2K 3.16M 86.4K 4.64M 20.78%
50 2017 Stuart C. Harvey Former President and COO 500.0K 314.4K 2.98M 3.80M 8.28%
51 2017 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 425.0K 874.2K 2.20M 97.4K 3.60M 24.29%
52 2017 Debbra L. Schoneman CFO and Global Head of Equities 500.0K 622.7K 1.44M 40.8K 2.60M 23.94%
53 2017 Debbra L. Schoneman President 500.0K 622.7K 1.44M 40.8K 2.60M 23.94%
54 2017 Frank E. Fairman Head of Public Finance 425.0K 660.9K 1.02M 45.9K 2.15M 30.71%
55 2016 Andrew S. Duff Chairman and CEO 650.0K 2.54M 2.74M 66.8K 5.99M 42.35%
56 2016 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 425.0K 1.12M 2.33M 409.8K 4.29M 26.09%
57 2016 Chad R. Abraham CEO 425.0K 1.12M 2.65M 53.6K 4.25M 26.28%
58 2016 Chad R. Abraham Global Co-Head of Investment Banking and Capital Markets 425.0K 1.12M 2.65M 53.6K 4.25M 26.28%
59 2016 Frank E. Fairman Head of Public Finance 425.0K 624.6K 1.61M 17.6K 2.68M 23.33%
60 2016 Debbra L. Schoneman CFO and Global Head of Equities 500.0K 642.5K 997.3K 22.9K 2.16M 29.71%
61 2016 Debbra L. Schoneman President 500.0K 642.5K 997.3K 22.9K 2.16M 29.71%
62 2016 Debbra L. Schoneman CFO 500.0K 642.5K 997.3K 22.9K 2.16M 29.71%
63 2015 Andrew S. Duff Chairman and CEO 650.0K 2.06M 2.10M 194.6K 5.00M 41.16%
64 2015 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 425.0K 1.12M 3.16M 270.3K 4.97M 22.47%
65 2015 Chad R. Abraham Global Co-Head of Investment Banking and Capital Markets 425.0K 1.12M 3.16M 192.5K 4.89M 22.83%
66 2015 Christopher D. Crawshaw Head of Asset Management 550.0K 630.5K 1.06M 281.0K 2.52M 24.99%
67 2015 Debbra L. Schoneman Chief Financial Officer 500.0K 712.0K 1.03M 59.7K 2.30M 30.97%
68 2015 Debbra L. Schoneman CFO and Global Head of Equities 500.0K 712.0K 1.03M 59.7K 2.30M 30.97%
69 2015 Debbra L. Schoneman CFO 500.0K 712.0K 1.03M 59.7K 2.30M 30.97%
70 2014 Andrew S. Duff Chairman and CEO 650.0K 1.70M 3.40M 312.1K 6.07M 28.04%
71 2014 Chad R. Abraham Global Co-Head of Investment Banking and Capital Markets 425.0K 948.2K 3.16M 340.0K 4.87M 19.46%
72 2014 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 425.0K 734.4K 3.16M 238.9K 4.56M 16.12%
73 2014 Debbra L. Schoneman Chief Financial Officer 500.0K 490.0K 1.24M 34.0K 2.26M 21.68%
74 2014 Debbra L. Schoneman CFO 500.0K 490.0K 1.24M 34.0K 2.26M 21.68%
75 2013 Andrew S. Duff Chairman and CEO 650.0K 1.44M 1.96M 99.9K 4.15M 34.80%
76 2013 R. Scott LaRue Global Co-Head of Investment Banking and Capital Markets 425.0K 531.9K 1.84M 343.8K 3.14M 16.93%
77 2013 Chad R. Abraham Global Co-Head of Investment Banking and Capital Markets 425.0K 520.7K 1.63M 131.2K 2.70M 19.26%
78 2013 Debbra L. Schoneman Chief Financial Officer 500.0K 498.1K 570.0K 17.4K 1.59M 31.41%
79 2005 Thomas P. Schnettler Head of Corporate and Institutional Services 205.0K 1.31M 908.4K 7.3K 2.66M 34.11%
80 2005 Andrew S. Duff Chairman and CEO 380.0K 900.0K 765.0K 3.7K 2.18M 35.03%
81 2005 Robert W. Peterson Head of Private Client Services 205.0K 770.0K 535.5K 7.2K 1.63M 32.83%
82 2005 Francis E. Fairman Head of Public Finance Services 190.0K 385.0K 267.8K 7.3K 897.3K 29.84%
83 2005 Addison L. Piper Vice Chairman 250.0K 250.0K 212.5K 4.2K 754.2K 28.18%
84 2004 Thomas P. Schnettler Head of Corporate and Institutional Services 198.0K 1.79M 1.24M 9.6K 3.47M 35.83%
85 2004 Thomas P. Schnettler Head of Equities and Investment Banking 198.0K 1.79M 1.24M 9.6K 3.24M 38.39%
86 2004 Andrew S. Duff Chairman and CEO 380.0K 1.35M 1.15M 6.1K 3.09M 37.18%
87 2004 Robert W. Peterson Head of Private Client Services 198.0K 880.0K 612.0K 9.5K 1.81M 33.80%
88 2004 Robert W. Peterson Head of Investment Research 198.0K 880.0K 612.0K 9.5K 1.70M 36.01%
89 2004 Paul D. Grangaard Head of Private Client Services 204.7K 687.5K 478.1K 9.6K 1.38M 34.65%
90 2004 Barry J. Nordstrand Head of Fixed Income 200.5K 495.0K 344.3K 9.5K 1.05M 32.81%
91 2004 Francis E. Fairman Head of Public Finance Services 172.2K 453.4K 112.6K 9.6K 780.9K 14.42%
92 2004 Addison L. Piper Vice Chairman 249.7K 250.0K 212.5K 6.6K 756.3K 28.10%
93 2003 Andrew S. Duff Chairman and CEO 379.7K 2.27M 632.8K 4.58M 8.40M 7.54%
94 2003 Thomas P. Schnettler Head of Corporate and Institutional Services 163.2K 1.39M 498.5K 260.3K 2.39M 20.83%
95 2003 Thomas P. Schnettler Head of Equities and Investment Banking 163.2K 1.39M 498.5K 260.3K 2.31M 21.55%
96 2003 Robert W. Peterson Head of Private Client Services 163.2K 922.5K 330.5K 575.7K 2.04M 16.18%
97 2003 Robert W. Peterson Head of Investment Research 163.2K 922.5K 330.5K 575.7K 1.99M 16.59%
98 2003 Barry J. Nordstrand Head of Fixed Income 178.2K 1.28M 458.1K 42.5K 1.96M 23.40%
99 2003 Paul D. Grangaard Head of Private Client Services 203.2K 566.3K 202.9K 286.7K 1.26M 16.11%
100 2003 Francis E. Fairman Head of Public Finance Services 158.1K 675.0K 150.0K 104.0K 1.17M 12.86%
101 2003 Addison L. Piper Vice Chairman 248.2K 255.0K 85.0K 167.7K 924.5K 9.19%
102 2002 Thomas P. Schnettler Head of Equities and Investment Banking 163.2K 1.20M 8.0K 1.37M 0.00%
103 2002 Barry J. Nordstrand Head of Fixed Income 178.2K 1.03M 8.0K 1.21M 0.00%
104 2002 Robert W. Peterson Head of Investment Research 163.2K 946.8K 8.0K 1.12M 0.00%
105 2002 Paul D. Grangaard Head of Private Client Services 203.2K 650.0K 8.0K 861.2K 0.00%
106 2002 Andrew S. Duff Chairman and CEO 378.2K 225.0K 3.7K 606.9K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-09 DEFA14A
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2025-04-11 DEFA14A
2025-04-11 DEFA14A
2025-04-11 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-07 10-Q
2026-05-06 4
2026-04-29 SC 13G
2026-04-24 3/A
2026-04-09 DEFA14A
2026-04-09 DEFA14A
2026-04-09 DEF 14A
2026-04-01 4
2026-04-01 4
2026-04-01 4

Executive team

NameTitleCompensationGender
Chad R. Abraham Chairman & Chief Executive Officer 7M male
Jonathan Jay Doyle Senior Managing Principal, Head of Financial Services Group & Vice Chairman 4M male
James Baker Global Co-Head of Investment Banking & Capital Markets 4M male
Michael Dillahunt Global Co-Head of Investment Banking & Capital Markets 4M male
Debbra Lynn Schoneman President 3M female
Katherine Clune Chief Financial Officer 2M female
John William Geelan General Counsel & Secretary 686.2K male
Shawn Quant MD and Chief Information & Operations Officer male
Michael Jared Kantrowitz Chief Investment Strategist & Head of Portfolio Strategies male
Anson Tsai Managing Director of Technology Investment Banking Team male
ESG Rating
B
FINANCIAL - CAPITAL MARKETS
2024
E (Environmental)
59.7 / 59.1
Company / Sector avg.
S (Social)
63.0 / 74.1
Company / Sector avg.
G (Governance)
61.9 / 72.6
Company / Sector avg.
ESG Total
61.5 / 68.6
Company / Sector avg.
ESG Score History FINANCIAL - CAPITAL MARKETS
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)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits