Piper Sandler Companies (PIPR)
Minneapolis, MN, US
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.53% | -0.21% | -6.01% | -0.35% | -2.05% | -5.33% | +20.23% | +154.51% | +163.52% | +699.20% | +602.80% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
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.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 3 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
| 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%
|
-
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)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Dec 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
|
| 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
Ownership Overview
| # | 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)
| # | 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 — |
Insider Activity
| 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
Executive compensation
| # | 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% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| 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 |
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Community Opinion for PIPR
Short-term intention
Target Price Distribution
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