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RB Global, Inc. (RBA)

USD108.74 -0.04 (-0.04%)
US NYSE Industrials Specialty Business Services
Address Two Westbrook Corporate Center 60154
Westchester, IL, US
CEO James F. Kessler
IPO 1998-03-10
CIK 1046102 ISIN CA74935Q1072

Explore sections of this company profile

Also trades on New York Stock Exchange · RBA (USD) Toronto Stock Exchange · RBA.TO (CAD)
Description

RB Global, Inc. functions as a comprehensive global omnichannel platform, delivering valuable insights, diverse services, and efficient transaction solutions to facilitate the buying and selling of commercial equipment and vehicles worldwide. Its extensive brand portfolio includes Ritchie Bros., a leading auctioneer specializing in online bidding for commercial assets; IAA, a digital hub connecting vehicle purchasers and vendors; Rouse Services, which offers expertise in asset management, data-driven intelligence, and performance benchmarking; SmartEquip, a technological framework supporting the entire equipment lifecycle; Xcira, providing cutting-edge live simulcast auction technologies; and Veritread, an online marketplace dedicated to heavy haul transportation solutions. The company caters to a broad spectrum of asset categories, such as automotive, commercial transportation, construction, government surplus, lifting and material handling, energy, mining, and agriculture. Founded in 1958, RB Global, Inc. maintains its primary corporate office in Westchester, Illinois.

News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
IAA, Inc. IAA 2022-12-14 View
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
USD108.74 -0.04 (-0.04%)
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Volume Profile
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Liquidity & share structure
Average Volume
1M
Beta
0.55
Float Shares
185.52M
Free Float %
99.8%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.99% -2.27% +0.10% +2.39% +1.42% +0.52% -0.74% +94.03% +70.80% +224.95% +2,837.50%
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

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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 (24 ratings, all time) Buy
Price Targets & DCF
Current price
108.74
Low 124.00 +14.0%
Consensus 124.00 +14.0%
Median 124.00 +14.0%
High 124.00 +14.0%
DCF (Unlevered) 479.06 +340.6%
DCF (Levered) 388.55 +257.3%

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) 82% Bullish
Rating 2026-05 Change
Strong Buy 4 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 1
124.00
+14.0%
All Time 7
88.93
-18.2%
Quality scores
Altman Z-Score
2.60
Grey zone
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Specialty Business Services: +7.6%
    +9.0% Q1'26: +11.4% (vs Q1'25)
  • EPS growth Specialty Business Services: +24.4%
    +3.5% Q1'26: +20.0% (vs Q1'25)
  • FCF margin FCF growth · Specialty Business Services: +27.6%
    +14.7% Q1'26: +13.8% (vs Q1'25)
  • EBIT margin Specialty Business Services: +9.0%
    +15.8% Q1'26: +17.6% (vs Q1'25)
  • ROIC Specialty Business Services: +7.8%
    +5.4% Q1'26: +7.1% (vs Q1'25)
  • Share dilution Specialty Business Services: +0.4%
    +0.9% Q1'26: +0.6% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Specialty Business Services: -0.21×
    3.95× Q1'26: 2.76× (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 (0.57) × ERP
WACC = 78% × Ke + 22% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 472.46 Current price: 108.74
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 2007
actual
Dec 2008
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
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
7 Rev. Ana.
5 EPS Ana.
Dec 2027
7 Rev. Ana.
5 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
314.06M
est: 285.85M (+9.9%)
354.82M
est: 296.64M (+19.6%)
357.37M
est: 364.22M (-1.9%)
396.10M
est: 432.88M (-8.5%)
437.96M
est: 486.13M (-9.9%)
481.10M
est: 472.75M (+1.8%)
515.88M
est: 517.02M (-0.2%)
1.13B
est: 548.11M (+105.6%)
971.19M
est: 601.61M (+61.4%)
1.17B
est: 713.28M (+64.0%)
1.32B
est: 1.38B (-4.2%)
1.38B
est: 1.38B (0.0%)
1.42B
est: 1.45B (-2.4%)
1.73B
est: 1.69B (+2.4%)
3.68B
est: 4.22B (-12.8%)
4.28B
est: 4.17B (+2.8%)
4.67B
est: 4.56B (+2.4%)
4.86B
4.80B – 4.92B
+6.6% YoY
5.12B
5.05B – 5.19B
+5.3% YoY
6.02B
5.91B – 6.13B
+17.5% YoY
EBITDA
121.44M
est: 114.83M (+5.8%)
164.91M
est: 131.88M (+25.0%)
133.39M
est: 126.15M (+5.7%)
155.96M
est: 166.79M (-6.5%)
160.01M
est: 177.08M (-9.6%)
178.85M
est: 173.53M (+3.1%)
223.43M
est: 185.29M (+20.6%)
176.92M
est: 162.66M (+8.8%)
168.38M
est: 169.25M (-0.5%)
263.65M
est: 261.34M (+0.9%)
314.82M
est: 293.12M (+7.4%)
358.62M
est: 288.13M (+24.5%)
343.00M
est: 352.14M (-2.6%)
580.50M
est: 1.52B (-61.7%)
958.30M
est: 1.23B (-22.2%)
1.38B
est: 1.22B (+13.7%)
1.39B
est: 1.33B (+4.8%)
1.42B
1.40B – 1.44B
+6.6% YoY
1.49B
1.47B – 1.51B
+5.3% YoY
1.76B
1.73B – 1.79B
+17.5% YoY
EBIT
101.89M
est: 90.32M (+12.8%)
140.14M
est: 92.24M (+51.9%)
95.57M
est: 87.51M (+9.2%)
113.56M
est: 108.47M (+4.7%)
118.88M
est: 132.02M (-10.0%)
134.32M
est: 131.54M (+2.1%)
181.40M
est: 135.19M (+34.2%)
136.06M
est: 127.12M (+7.0%)
115.69M
est: 150.74M (-23.3%)
197.04M
est: 182.58M (+7.9%)
232.04M
est: 206.43M (+12.4%)
271.46M
est: 208.42M (+30.2%)
242.30M
est: 247.57M (-2.1%)
463.90M
est: 1.30B (-64.4%)
496.20M
est: 772.34M (-35.8%)
783.80M
est: 762.42M (+2.8%)
739.93M
est: 834.84M (-11.4%)
889.69M
878.69M – 900.70M
+6.6% YoY
937.25M
924.49M – 950.02M
+5.3% YoY
1.10B
1.08B – 1.12B
+17.5% YoY
Net Income
76.51M
est: 65.62M (+16.6%)
101.40M
est: 79.20M (+28.0%)
65.68M
est: 62.32M (+5.4%)
76.63M
est: 80.21M (-4.5%)
79.55M
est: 88.17M (-9.8%)
90.98M
est: 89.22M (+2.0%)
136.21M
est: 117.81M (+15.6%)
91.83M
est: 86.61M (+6.0%)
75.03M
est: 69.23M (+8.4%)
121.48M
est: 118.81M (+2.2%)
149.04M
est: 136.26M (+9.4%)
170.10M
est: 135.94M (+25.1%)
151.90M
est: 156.58M (-3.0%)
319.80M
est: 132.36M (+141.6%)
206.50M
est: 328.50M (-37.1%)
413.10M
est: 623.44M (-33.7%)
435.90M
est: 724.03M (-39.8%)
824.02M
807.36M – 840.69M
+13.8% YoY
912.35M
877.89M – 946.81M
+10.7% YoY
891.47M
878.26M – 920.30M
-2.3% YoY
SGA
145.82M
est: 142.10M (+2.6%)
164.56M
est: 163.25M (+0.8%)
181.02M
est: 206.52M (-12.3%)
201.94M
est: 234.14M (-13.8%)
227.09M
est: 272.40M (-16.6%)
248.22M
est: 266.75M (-6.9%)
254.39M
est: 228.99M (+11.1%)
283.53M
est: 257.27M (+10.2%)
323.27M
est: 338.65M (-4.5%)
382.68M
est: 382.16M (+0.1%)
382.39M
est: 368.61M (+3.7%)
417.52M
est: 407.20M (+2.5%)
456.20M
est: 477.35M (-4.4%)
539.90M
est: 926.26M (-41.7%)
743.70M
est: 1.02B (-27.2%)
773.90M
est: 1.01B (-23.3%)
905.20M
est: 1.10B (-18.0%)
1.18B
1.16B – 1.19B
+6.6% YoY
1.24B
1.22B – 1.26B
+5.3% YoY
1.46B
1.43B – 1.48B
+17.5% YoY
EPS
0.73
est: 0.59 (+24.8%)
0.97
est: 0.80 (+21.3%)
0.62
est: 0.59 (+6.0%)
0.72
est: 0.85 (-15.3%)
0.75
est: 0.97 (-22.7%)
0.85
est: 0.89 (-4.5%)
1.27
est: 1.15 (+10.1%)
0.86
est: 1.14 (-24.6%)
0.70
est: 0.79 (-10.9%)
1.12
est: 1.08 (+3.3%)
1.37
est: 1.32 (+3.7%)
1.56
est: 1.73 (-9.7%)
1.38
est: 2.00 (-30.9%)
2.89
est: 2.27 (+27.2%)
1.05
est: 1.79 (-41.5%)
2.03
est: 3.30 (-38.5%)
2.09
est: 3.87 (-46.0%)
4.41
4.32 – 4.50
+13.8% YoY
4.88
4.70 – 5.07
+10.7% YoY
4.81
4.70 – 4.92
-1.5% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-05 RBC Capital Outperform Outperform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 5/5 3/5 4/5 2/5 2/5 2/5
2026-05-08 B+ 3/5 5/5 3/5 4/5 2/5 2/5 2/5
2026-05-07 B+ 3/5 5/5 3/5 4/5 2/5 2/5 2/5
2026-05-06 B+ 3/5 5/5 3/5 4/5 2/5 2/5 2/5
2026-05-05 B+ 3/5 5/5 3/5 4/5 2/5 2/5 2/5
2026-05-04 B+ 3/5 5/5 3/5 4/5 2/5 2/5 2/5
2026-05-01 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-30 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-29 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-28 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-27 B 3/5 5/5 3/5 4/5 1/5 2/5 2/5
2026-04-24 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5
2026-04-23 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5
2026-04-22 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5
2026-04-21 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5
2026-04-20 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5
2026-04-17 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5
2026-04-16 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5
2026-04-15 B 3/5 5/5 3/5 4/5 1/5 1/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.06B
OE per share TTM
5.68
Owner's Yield
5.47%
Maintenance CapEx ratio
16.56%
Maint CapEx / Avg PPE
58.7%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
166
Total invested
700.57M
Insider transactions (90d)
4
Beneficial owners (>5%)
32
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 22.65M 12.44% 1.96M IA Pennsylvania 2023-10-10
2 Independent Franchise Partners, LLP 15.21M 8.40% 14.60M 15.21M IA United Kingdom 2024-02-13
3 04-2747644 10.58M 9.60% 9.59M 10.58M IA Delaware 2022-02-02
4 Burgundy Asset Management Ltd. 9.65M 9.06% 9.58M 9.65M IA Canada 2013-02-11
5 PRIMECAP Management Company 95-3868081 9.00M 8.47% 3.78M 9.00M IA 225 South Lake Ave., #400, Pasadena, CA 91101 2012-02-13
6 Co GP LLC 6.89M 5.90% 6.89M 6.89M 10.00 OO Delaware 2023-03-06
7 Co LP 6.89M 5.90% 6.89M 6.89M 10.00 PN Delaware 2023-03-06
8 Jeffrey C. Smith 6.89M 5.90% 6.89M 6.89M 10.00 IN USA 2023-03-06
9 Peter A. Feld 6.89M 5.90% 6.89M 6.89M 10.00 IN USA 2023-03-06
10 STARBOARD VALUE GP LLC 6.89M 5.90% 6.89M 6.89M 10.00 OO Delaware 2023-03-06
11 Starboard Value LP 6.89M 5.90% 6.89M 6.89M 10.00 PN Delaware 2023-03-06
12 52-2343049 6.62M 6.14% 6.62M IA New York 2016-01-27
13 2. 6.49M 6.05% 6.42M 6.49M IA Canada 2016-02-11
14 OF ABOVE PERSONS ( 6.41M 6.00% 13.00 6.41M CO Delaware 2015-02-13
15 Page 2 of 5 Pages 6.31M 5.89% 6.20M 6.31M IA Delaware 2016-02-12
16 Janus Henderson Group plc 5.78M 5.20% 5.78M 5.78M IA, HC Jersey, Channel Islands 2022-02-10
17 Baillie Gifford & Co (Scottish partnership) 5.43M 11.00% IA SCOTLAND UK 2021-02-03
18 13-2628641 4.76M 4.48% 3.07M 4.76M IA Delaware 2012-02-14
19 41-1930193 4.37M 4.08% 3.64M 4.37M IA Minneapolis, Minnesota 2016-02-02
20 GP LLC 4.19M 3.60% 4.19M 4.19M 10.00 OO Delaware 2023-03-06
21 Opportunity Master Fund III LP 4.19M 3.60% 4.19M 4.19M 10.00 PN Cayman Islands 2023-03-06
22 C. Russell Cmolik 3.15M 3.00% 3.13M 26.0K 3.13M IN Canada 2014-04-02
23 Baron Capital Group, Inc. 2.42M 2.28% 2.42M 2.42M HC, CO New York 2012-10-10
24 Ronald Baron 2.42M 2.28% 2.42M 2.42M HC, IN New York 2012-10-10
25 BAMCO INC /NY/ 2.36M 2.21% 2.36M 2.36M IA, CO New York 2012-10-10
26 LP 937.7K 0.80% 937.7K 937.7K 10.00 PN Cayman Islands 2023-03-06
27 Stichting Pensioenfonds ABP 661.0K 2.55% 6.24M 6.24M EP Jersey, Channel Islands 2018-02-14
28 S LLC 482.6K 0.40% 482.6K 482.6K 10.00 OO Delaware 2023-03-06
29 C LP 365.4K 0.30% 365.4K 365.4K 10.00 PN Delaware 2023-03-06
30 Opportunity Master Fund L LP 206.8K 0.20% 206.8K 206.8K 10.00 PN Cayman Islands 2023-03-06
31 Baron Capital Management, Inc. 66.1K 0.06% 66.1K 66.1K IA, CO New York 2012-10-10
32 Co. LLC 0.00% IA Delaware 2016-11-03

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
166
-382 vs prev Q
New positions
16
Closed positions
388
Increased
82
Reduced
41
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 VANGUARD GROUP INC 25.30M -35.2K (-0.1%) 2.60B -141.7M (-5.2%) 13.64% -0.022 pp 0.04% -0.003 pp USD63.68 +61.5% 11 qtrs
2 BLACKROCK, INC. 15.02M -82.7K (-0.5%) 1.54B -91.4M (-5.6%) 8.10% -0.046 pp 0.03% -0.003 pp USD81.05 +26.9% 6 qtrs
3 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 10.89M +165.3K (+1.5%) 1.12B -41.9M (-3.6%) 5.87% +0.082 pp 0.36% +0.001 pp USD65.28 +57.6% 11 qtrs
4 FIL LTD 8.64M -1.3M (-13.1%) 889.68M -187.2M (-17.4%) 4.66% -0.707 pp 0.67% -0.180 pp USD98.07 +4.9% 11 qtrs
5 EDGEPOINT INVESTMENT GROUP INC. 7.70M +821.3K (+11.9%) 792.93M +47.9M (+6.4%) 4.15% +0.438 pp 6.51% +0.946 pp USD65.06 +58.1% 11 qtrs
6 STATE STREET CORP 6.29M +104.3K (+1.7%) 647.12M -23.2M (-3.5%) 3.39% +0.056 pp 0.02% -0.002 pp USD75.71 +35.9% 11 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 5.00M +250.9K (+5.3%) 513.93M +247.5K (+0.0%) 2.70% +0.135 pp 0.03% -0.001 pp USD72.81 +41.3% 11 qtrs
8 VONTOBEL HOLDING LTD. 4.58M -2.6M (-36.5%) 471.06M -310.8M (-39.8%) 2.47% -1.425 pp 1.48% -0.877 pp USD79.88 +28.8% 11 qtrs
9 ROYAL BANK OF CANADA 4.45M -390.3K (-8.1%) 457.98M -66.7M (-12.7%) 2.40% -0.211 pp 0.07% -0.012 pp USD95.20 +8.1% 11 qtrs
10 FIERA CAPITAL CORP 4.16M +91.0K (+2.2%) 428.22M -12.1M (-2.8%) 2.24% +0.046 pp 1.36% -0.066 pp USD73.28 +40.4% 11 qtrs
11 JANUS HENDERSON GROUP PLC 4.09M +576.3K (+16.4%) 420.42M +40.1M (+10.5%) 2.20% +0.308 pp 0.19% +0.015 pp USD68.25 +50.7% 11 qtrs
12 FMR LLC 3.54M -1.1M (-24.3%) 363.82M -141.9M (-28.1%) 1.91% -0.613 pp 0.02% -0.008 pp USD92.76 +10.9% 11 qtrs
13 1832 ASSET MANAGEMENT L.P. 3.50M +3.5M (+11,387.0%) 360.12M +356.8M (+10,805.0%) 1.89% +1.870 pp 0.27% +0.272 pp USD102.92 0.0% 2 qtrs
14 INVESCO LTD. 2.95M +83.4K (+2.9%) 303.16M -7.1M (-2.3%) 1.59% +0.045 pp 0.05% -0.002 pp USD77.07 +33.5% 11 qtrs
15 BEUTEL, GOODMAN & CO LTD. 2.72M -222.6K (-7.6%) 280.15M -38.4M (-12.0%) 1.46% -0.122 pp 1.72% -0.197 pp USD60.02 +71.4% 11 qtrs
16 BOSTON PARTNERS 2.60M -47.3K (-1.8%) 267.53M -19.3M (-6.7%) 1.40% -0.027 pp 0.28% -0.018 pp USD64.19 +60.3% 11 qtrs
17 BANK OF MONTREAL /CAN/ 2.48M +795.3K (+47.3%) 254.89M +72.9M (+40.1%) 1.33% +0.427 pp 0.09% +0.019 pp USD88.29 +16.5% 11 qtrs
18 COOKE & BIELER LP 2.46M -87.8K (-3.5%) 252.64M -23.0M (-8.3%) 1.32% -0.049 pp 2.63% -0.212 pp USD60.75 +69.3% 11 qtrs
19 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 2.45M +2.4M (+6,120,490.0%) 251.85M +251.8M (+5,036,920.0%) 1.32% +1.321 pp 0.16% +0.159 pp USD102.87 +0.0% 2 qtrs
20 MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.41M +541.1K (+29.0%) 248.59M +46.1M (+22.8%) 1.30% +0.290 pp 0.20% +0.038 pp USD77.89 +32.1% 11 qtrs
21 RAYMOND JAMES FINANCIAL INC 2.23M -357.0K (-13.8%) 232.67M -47.3M (-16.9%) 1.20% -0.194 pp 0.07% -0.018 pp USD90.21 +14.0% 5 qtrs
22 NORGES BANK 2.25M +2.3M (+100.0%) 231.81M +231.8M (+100.0%) 1.21% +1.214 pp 0.02% +0.025 pp USD102.87 +0.0% 1 qtrs NEW
23 WELLINGTON MANAGEMENT GROUP LLP 2.14M +187.7K (+9.6%) 220.65M +9.1M (+4.3%) 1.15% +0.100 pp 0.04% +0.002 pp USD75.13 +36.9% 11 qtrs
24 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.54M +18.1K (+1.2%) 158.98M -6.4M (-3.9%) 0.83% +0.009 pp 0.02% -0.002 pp USD67.72 +51.9% 11 qtrs
25 RIVERBRIDGE PARTNERS LLC 1.50M -161.4K (-9.7%) 154.45M -25.7M (-14.3%) 0.81% -0.088 pp 2.90% -0.145 pp USD60.00 +71.5% 11 qtrs
26 CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 1.48M +452.6K (+44.2%) 152.20M +41.2M (+37.1%) 0.80% +0.244 pp 0.26% +0.058 pp USD91.65 +12.2% 11 qtrs
27 SAMLYN CAPITAL, LLC 1.38M +40.8K (+3.0%) 142.08M -3.2M (-2.2%) 0.74% +0.021 pp 2.26% +0.265 pp USD101.11 +1.7% 4 qtrs
28 BANK OF AMERICA CORP /DE/ 1.35M -185.9K (-12.1%) 138.66M -27.5M (-16.6%) 0.73% -0.100 pp 0.01% -0.001 pp USD81.75 +25.8% 11 qtrs
29 NORTHERN TRUST CORP 1.31M -10.6K (-0.8%) 134.92M -8.3M (-5.8%) 0.71% -0.007 pp 0.02% -0.001 pp USD68.40 +50.4% 11 qtrs
30 CANOE FINANCIAL LP 1.21M -5.1K (-0.4%) 124.86M -7.0M (-5.3%) 0.65% -0.004 pp 1.70% -0.187 pp USD67.35 +52.7% 10 qtrs
31 INDEPENDENT FRANCHISE PARTNERS LLP 1.15M -1.8M (-60.7%) 118.49M -199.2M (-62.7%) 0.62% -0.961 pp 0.75% -1.340 pp USD60.00 +71.5% 11 qtrs
32 TD ASSET MANAGEMENT INC 1.15M +199.7K (+21.0%) 118.47M +15.6M (+15.1%) 0.62% +0.107 pp 0.10% +0.012 pp USD85.37 +20.5% 11 qtrs
33 ANCORA ADVISORS, LLC 1.13M +615.0K (+119.8%) 116.09M +60.4M (+108.6%) 0.61% +0.332 pp 2.39% +1.280 pp USD90.13 +14.1% 11 qtrs
34 BANK OF NEW YORK MELLON CORP 1.05M -28.7K (-2.7%) 107.59M -8.9M (-7.6%) 0.56% -0.016 pp 0.02% -0.004 pp USD69.28 +48.5% 11 qtrs
35 LEGAL & GENERAL GROUP PLC 1.01M +29.4K (+3.0%) 103.85M -2.1M (-2.0%) 0.54% +0.015 pp 0.02% -0.001 pp USD76.01 +35.3% 10 qtrs
36 CIBC ASSET MANAGEMENT INC 978.6K +197.4K (+25.3%) 102.14M +17.5M (+20.7%) 0.53% +0.106 pp 0.25% +0.002 pp USD88.73 +15.9% 11 qtrs
37 JPMORGAN CHASE & CO 989.3K -22.4K (-2.2%) 101.77M -7.9M (-7.2%) 0.53% -0.013 pp 0.01% 0.000 pp USD61.42 +67.5% 11 qtrs
38 MACKENZIE FINANCIAL CORP 950.3K +205.1K (+27.5%) 99.29M +18.6M (+23.0%) 0.51% +0.111 pp 0.12% +0.020 pp USD78.33 +31.3% 11 qtrs
39 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 904.9K +108.9K (+13.7%) 93.17M +7.0M (+8.1%) 0.49% +0.058 pp 0.24% -0.027 pp USD76.44 +34.6% 11 qtrs
40 HOLOCENE ADVISORS, LP 839.4K +349.2K (+71.3%) 86.35M +33.2M (+62.6%) 0.45% +0.188 pp 0.18% +0.060 pp USD106.08 -3.0% 2 qtrs
41 MORGAN STANLEY 810.8K -91.0K (-10.1%) 83.41M -14.3M (-14.6%) 0.44% -0.049 pp 0.01% -0.001 pp USD74.94 +37.3% 11 qtrs
42 ALYESKA INVESTMENT GROUP, L.P. 802.0K +370.3K (+85.8%) 82.50M +35.7M (+76.4%) 0.43% +0.199 pp 0.23% +0.092 pp USD86.70 +18.7% 11 qtrs
43 BW GESTAO DE INVESTIMENTOS LTDA. 785.9K +100.4K (+14.6%) 80.85M +6.6M (+8.8%) 0.42% +0.054 pp 1.82% -1.424 pp USD86.46 +19.0% 11 qtrs
44 BLAIR WILLIAM & CO/IL 751.9K -9.5K (-1.2%) 77.35M -5.2M (-6.2%) 0.41% -0.005 pp 0.21% -0.012 pp USD61.27 +67.9% 11 qtrs
45 DIMENSIONAL FUND ADVISORS LP 727.7K -23.2K (-3.1%) 74.87M -6.5M (-8.0%) 0.39% -0.013 pp 0.02% -0.002 pp USD77.63 +32.5% 11 qtrs
46 MILLENNIUM MANAGEMENT LLC 696.5K +170.7K (+32.5%) 71.65M +14.7M (+25.8%) 0.38% +0.092 pp 0.03% +0.006 pp USD93.70 +9.8% 11 qtrs
47 BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 689.9K +65.3K (+10.5%) 71.03M +3.4M (+5.0%) 0.37% +0.035 pp 0.37% -0.013 pp USD103.41 -0.5% 5 qtrs
48 GOLDMAN SACHS GROUP INC 658.2K -209.8K (-24.2%) 67.70M -26.3M (-28.0%) 0.35% -0.114 pp 0.01% -0.003 pp USD94.62 +8.7% 11 qtrs
49 AMERIPRISE FINANCIAL INC 581.3K -13.5K (-2.3%) 60.10M -4.6M (-7.2%) 0.31% -0.008 pp 0.01% -0.001 pp USD61.08 +68.4% 11 qtrs
50 ADAGE CAPITAL PARTNERS GP, L.L.C. 533.6K -562.9K (-51.3%) 54.89M -63.9M (-53.8%) 0.29% -0.304 pp 0.08% -0.105 pp USD93.67 +9.8% 11 qtrs
51 EVENTIDE ASSET MANAGEMENT, LLC 527.6K +1.3K (+0.2%) 54.29M -2.7M (-4.8%) 0.28% +0.000 pp 0.85% -0.090 pp USD90.34 +13.9% 5 qtrs
52 ARROWMARK COLORADO HOLDINGS LLC 516.7K -12.4K (-2.4%) 53.15M -4.2M (-7.3%) 0.28% -0.007 pp 1.17% +0.105 pp USD60.06 +71.3% 11 qtrs
53 SWISS NATIONAL BANK 492.0K -40.9K (-7.7%) 50.76M -7.0M (-12.1%) 0.27% -0.022 pp 0.03% -0.003 pp USD63.32 +62.5% 11 qtrs
54 CHAMPLAIN INVESTMENT PARTNERS, LLC 473.9K -156.9K (-24.9%) 48.75M -19.6M (-28.7%) 0.26% -0.085 pp 0.49% -0.022 pp USD60.00 +71.5% 11 qtrs
55 RHUMBLINE ADVISERS 462.5K -12.9K (-2.7%) 47.57M -3.9M (-7.6%) 0.25% -0.007 pp 0.04% -0.003 pp USD69.48 +48.1% 11 qtrs
56 NUVEEN, LLC 462.0K -5.4K (-1.1%) 47.56M -3.1M (-6.1%) 0.25% -0.003 pp 0.01% -0.001 pp USD100.30 +2.6% 4 qtrs
57 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 442.5K +50.8K (+13.0%) 45.71M +3.6M (+8.6%) 0.24% +0.027 pp 0.07% +0.007 pp USD65.48 +57.1% 11 qtrs
58 WOODLINE PARTNERS LP 440.3K +126.5K (+40.3%) 45.29M +11.3M (+33.2%) 0.24% +0.068 pp 0.18% +0.016 pp USD104.90 -1.9% 4 qtrs
59 KENSICO CAPITAL MANAGEMENT CORP 433.9K -610.1K (-58.4%) 44.64M -68.5M (-60.5%) 0.23% -0.329 pp 0.76% -0.984 pp USD107.50 -4.3% 3 qtrs
60 ROYCE & ASSOCIATES LP 420.7K -23.8K (-5.4%) 43.28M -4.9M (-10.2%) 0.23% -0.013 pp 0.44% -0.041 pp USD62.50 +64.6% 11 qtrs
61 UBS GROUP AG 401.6K +45.2K (+12.7%) 41.32M +2.7M (+7.0%) 0.22% +0.024 pp 0.01% +0.001 pp USD98.48 +4.5% 11 qtrs
62 PRINCIPAL FINANCIAL GROUP INC 399.3K -12.8K (-3.1%) 41.07M -3.6M (-8.0%) 0.22% -0.007 pp 0.02% -0.002 pp USD75.44 +36.4% 11 qtrs
63 SEI INVESTMENTS CO 389.2K -20.8K (-5.1%) 40.03M -4.4M (-9.9%) 0.21% -0.012 pp 0.04% -0.008 pp USD70.77 +45.4% 11 qtrs
64 NATIONAL BANK OF CANADA /FI/ 367.8K +18.4K (+5.3%) 37.17M -169.9K (-0.5%) 0.20% +0.010 pp 0.03% -0.003 pp USD80.22 +28.2% 11 qtrs
65 DEUTSCHE BANK AG\ 344.7K +17.3K (+5.3%) 35.46M -20.2K (-0.1%) 0.19% +0.009 pp 0.01% 0.000 pp USD76.70 +34.1% 11 qtrs
66 PROSHARE ADVISORS LLC 334.2K +7.7K (+2.4%) 34.38M -998.7K (-2.8%) 0.18% +0.004 pp 0.06% -0.013 pp USD99.78 +3.1% 7 qtrs
67 RETIREMENT SYSTEMS OF ALABAMA 333.8K -1.5K (-0.5%) 34.34M -2.0M (-5.5%) 0.18% -0.001 pp 0.11% -0.009 pp USD79.69 +29.1% 7 qtrs
68 CIDEL ASSET MANAGEMENT INC 332.4K -376.0K (-53.1%) 34.27M -42.5M (-55.4%) 0.18% -0.203 pp 2.42% -1.982 pp USD63.40 +62.3% 11 qtrs
69 QV INVESTORS INC. 313.6K -24.5K (-7.2%) 32.33M -4.3M (-11.7%) 0.17% -0.013 pp 2.64% -0.525 pp USD64.64 +59.1% 11 qtrs
70 MOORE CAPITAL MANAGEMENT, LP 305.6K +169.8K (+125.0%) 31.43M +16.7M (+113.6%) 0.16% +0.092 pp 0.45% +0.250 pp USD104.35 -1.4% 3 qtrs
71 ENVESTNET ASSET MANAGEMENT INC 303.2K -12.2K (-3.9%) 31.19M -3.0M (-8.7%) 0.16% -0.007 pp 0.01% -0.001 pp USD60.45 +70.2% 11 qtrs
72 COVALIS CAPITAL LLP 292.7K +154.0K (+111.0%) 30.11M +15.1M (+100.3%) 0.16% +0.083 pp 2.11% +0.363 pp USD96.78 +6.3% 9 qtrs
73 WALLEYE CAPITAL LLC 285.9K +285.9K (+100.0%) 29.41M +29.4M (+100.0%) 0.15% +0.154 pp 0.09% +0.090 pp USD102.87 +0.0% 11 qtrs
74 NITORUM CAPITAL, L.P. 276.1K -16.8K (-5.7%) 28.40M -3.3M (-10.5%) 0.15% -0.009 pp 6.28% +0.704 pp USD60.77 +69.3% 11 qtrs
75 BANK OF NOVA SCOTIA 270.7K +56.1K (+26.1%) 27.86M +4.6M (+19.9%) 0.15% +0.030 pp 0.04% +0.000 pp USD77.97 +31.9% 11 qtrs
76 INTACT INVESTMENT MANAGEMENT INC. 260.2K +107.1K (+69.9%) 26.78M +10.2M (+61.5%) 0.14% +0.058 pp 0.77% +0.269 pp USD78.36 +31.3% 11 qtrs
77 INTECH INVESTMENT MANAGEMENT LLC 257.7K +177.9K (+223.0%) 26.55M +17.9M (+207.2%) 0.14% +0.096 pp 0.24% +0.160 pp USD99.31 +3.6% 8 qtrs
78 ALLIANCEBERNSTEIN L.P. 248.0K +777.0 (+0.3%) 25.51M -1.3M (-4.8%) 0.13% +0.000 pp 0.01% 0.000 pp USD71.95 +43.0% 11 qtrs
79 AMUNDI 243.7K +36.4K (+17.5%) 25.07M +2.8M (+12.5%) 0.13% +0.020 pp 0.01% 0.000 pp USD78.79 +30.6% 11 qtrs
80 UBS ASSET MANAGEMENT AMERICAS INC 238.7K +238.7K (+100.0%) 24.55M +24.5M (+100.0%) 0.13% +0.129 pp 0.01% +0.005 pp USD102.87 +0.0% 10 qtrs
81 12TH STREET ASSET MANAGEMENT COMPANY, LLC 220.1K +102.0K (+86.4%) 22.64M +9.8M (+76.9%) 0.12% +0.055 pp 3.73% +1.566 pp USD86.17 +19.4% 11 qtrs
82 GOTHAM ASSET MANAGEMENT, LLC 211.8K -63.2K (-23.0%) 21.78M -8.0M (-26.9%) 0.11% -0.034 pp 0.08% -0.050 pp USD95.70 +7.5% 11 qtrs
83 NICHOLAS COMPANY, INC. 210.9K -45.0 (0.0%) 21.69M -1.2M (-5.1%) 0.11% 0.000 pp 0.38% -0.008 pp USD63.15 +62.9% 10 qtrs
84 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 190.3K -2.6K (-1.3%) 19.60M -1.3M (-6.2%) 0.10% -0.001 pp 0.06% -0.005 pp USD80.53 +27.7% 6 qtrs
85 OASIS MANAGEMENT CO LTD. 183.2K +— (+0.0%) 18.85M -1.0M (-5.1%) 0.10% 0.000 pp 1.22% -0.692 pp USD62.50 +64.6% 10 qtrs
86 CITIGROUP INC 177.2K +86.9K (+96.2%) 18.26M +8.5M (+86.7%) 0.10% +0.047 pp 0.01% +0.004 pp USD97.52 +5.5% 11 qtrs
87 AGF MANAGEMENT LTD 174.6K +10.8K (+6.6%) 17.97M +227.4K (+1.3%) 0.09% +0.006 pp 0.08% 0.000 pp USD84.20 +22.2% 10 qtrs
88 OPPENHEIMER ASSET MANAGEMENT INC. 173.4K +29.5K (+20.5%) 17.83M +2.2M (+14.4%) 0.09% +0.016 pp 0.22% +0.048 pp USD70.62 +45.7% 11 qtrs
89 NORTHWEST & ETHICAL INVESTMENTS L.P. 170.6K -418.0 (-0.2%) 17.56M -960.7K (-5.2%) 0.09% 0.000 pp 0.40% -0.042 pp USD80.99 +27.0% 11 qtrs
90 MONTRUSCO BOLTON INVESTMENTS INC. 167.4K -17.4K (-9.4%) 17.26M -2.8M (-13.8%) 0.09% -0.010 pp 0.22% -0.018 pp USD106.19 -3.1% 3 qtrs
91 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 161.8K -787.0 (-0.5%) 16.65M -973.6K (-5.5%) 0.09% -0.001 pp 0.03% -0.001 pp USD76.38 +34.7% 11 qtrs
92 PRICE T ROWE ASSOCIATES INC /MD/ 158.0K +10.4K (+7.0%) 16.25M +258.0K (+1.6%) 0.09% +0.006 pp 0.00% +0.000 pp USD71.27 +44.3% 11 qtrs
93 ARVIN CAPITAL MANAGEMENT LP 156.0K +60.9K (+64.0%) 16.05M +5.7M (+55.7%) 0.08% +0.033 pp 3.02% +1.161 pp USD99.58 +3.3% 5 qtrs
94 AVIVA PLC 155.5K +8.2K (+5.6%) 16.02M +80.0K (+0.5%) 0.08% +0.004 pp 0.03% -0.002 pp USD76.60 +34.3% 11 qtrs
95 RUNNING OAK CAPITAL LLC 152.0K -1.3K (-0.8%) 15.64M -975.8K (-5.9%) 0.08% -0.001 pp 1.96% +0.096 pp USD64.59 +59.3% 11 qtrs
96 TORONTO DOMINION BANK 148.7K +48.1K (+47.9%) 15.31M +4.5M (+41.0%) 0.08% +0.026 pp 0.02% +0.006 pp USD80.60 +27.6% 11 qtrs
97 TWO SIGMA INVESTMENTS, LP 147.3K +147.3K (+100.0%) 15.15M +15.1M (+100.0%) 0.08% +0.079 pp 0.02% +0.021 pp USD102.87 +0.0% 1 qtrs NEW
98 LPL FINANCIAL LLC 143.9K +9.2K (+6.8%) 14.81M +202.7K (+1.4%) 0.08% +0.005 pp 0.00% 0.000 pp USD88.10 +16.8% 11 qtrs
99 WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD 139.3K +11.0K (+8.5%) 14.33M +421.9K (+3.0%) 0.08% +0.006 pp 3.68% +0.237 pp USD85.09 +20.9% 8 qtrs
100 BARCLAYS PLC 135.0K +95.9K (+245.3%) 13.88M +10.7M (+341.3%) 0.07% +0.052 pp 0.00% +0.003 pp USD98.16 +4.8% 11 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
0
Sells
0
Shares acquired
Shares disposed
Cash buys
Cash sales
Net activity
+0
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-30 Sieger Michael D Director M-Exempt D Restricted Share Units (2025 RSUs) 1,896 0.00 0 D
2026-04-30 RAISS SARAH E. 0 0.00 0
2026-04-30 Morrison Gregory B Director M-Exempt D Restricted Share Units (2025 RSUs) 1,896 0.00 0 D
2026-04-30 DeWitt Adam Director M-Exempt A Common Shares 22 0.00 7,783 D
2026-03-18 Stein Deborah Director P-Purchase A Common Shares 400 98.74 39.5K 1,400 D
2026-03-14 Watt Darren Jeffrey Officer M-Exempt D Dividend Equivalent Rights (2023 RSUs) 35 0.00 0 D
2026-03-14 Schmit Jennifer Laura Officer M-Exempt A Common Shares 6 0.00 2,007 D
2026-03-14 LEWIS MICHAEL THOMAS STEVEN Officer M-Exempt D Dividend Equivalent Rights (2024 RSUs) 16 0.00 34 D
2026-03-14 KESSLER JAMES FRANCIS Officer M-Exempt D Restricted Share Units (2025 RSUs) 15,496 0.00 30,993 D
2026-03-14 Guerin Eric Officer M-Exempt A Common Shares 3,155 0.00 10,630 D
2026-03-14 Carlson Christopher Officer M-Exempt A Common Shares 343 0.00 3,903 D
2026-03-13 Watt Darren Jeffrey Officer A-Award A Restricted Share Units (2026 RSUs) 2,094 0.00 2,094 D
2026-03-13 Schmit Jennifer Laura Officer A-Award A Restricted Share Units (2026 RSUs) 1,819 0.00 1,819 D
2026-03-13 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Restricted Share Units (2026 RSUs) 4,277 0.00 4,277 D
2026-03-13 KESSLER JAMES FRANCIS Officer A-Award A Restricted Share Units (2026 RSUs) 47,237 0.00 47,237 D
2026-03-13 Guerin Eric Officer A-Award A Restricted Share Units (2026 RSUs) 9,620 0.00 9,620 D
2026-03-13 Carlson Christopher Officer A-Award A Restricted Share Units (2026 RSUs) 1,532 0.00 1,532 D
2026-03-02 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2023 PSUs) 35 0.00 404 D
2026-03-02 Stephenson Carol Director A-Award A Dividend Equivalent Rights (2025 RSUs) 6 0.00 22 D
2026-03-02 Stein Deborah Director A-Award A Dividend Equivalent Rights (2025 RSUs) 6 0.00 22 D
2026-03-02 Sieger Michael D Director A-Award A Dividend Equivalent Rights (DSUs) 7 0.00 66 D
2026-03-02 Schmit Jennifer Laura Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 31 D
2026-03-02 RAISS SARAH E. Director A-Award A Dividend Equivalent Rights (DSUs) 58 0.00 2,023 D
2026-03-02 O'Day Timothy J. Director A-Award A Dividend Equivalent Rights (DSUs) 7 0.00 66 D
2026-03-02 Morrison Gregory B Director A-Award A Dividend Equivalent Rights (2025 RSUs) 6 0.00 22 D
2026-03-02 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Dividend Equivalent Rights (2025 RSUs) 13 0.00 49 D
2026-03-02 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 82 0.00 643 D
2026-03-02 Guerin Eric Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 38 0.00 300 D
2026-03-02 Elton Robert George Director A-Award A Dividend Equivalent Rights (DSUs) 96 0.00 4,662 D
2026-03-02 DeWitt Adam Director A-Award A Dividend Equivalent Rights (DSUs) 25 0.00 555 D
2026-03-02 Carlson Christopher Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 68 D
2026-03-02 Bales Brian A Director A-Award A Dividend Equivalent Rights (2025 RSUs) 6 0.00 22 D
2026-02-12 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2023 PSUs) 369 0.00 369 D
2026-02-12 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2023 PSUs) 6,807 0.00 6,807 D
2026-01-21 KESSLER JAMES FRANCIS Officer M-Exempt A Common Shares 20,742 80.00 1.66M 128,311 D
2025-12-17 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 4 0.00 30 D
2025-12-17 Stephenson Carol Director A-Award A Dividend Equivalent Rights (2024 RSUs) 8 0.00 57 D
2025-12-17 Stein Deborah Director A-Award A Dividend Equivalent Rights (2024 RSUs) 8 0.00 57 D
2025-12-17 Sieger Michael D Director A-Award A Dividend Equivalent Rights (DSUs) 52 0.00 59 D
2025-12-17 Schmit Jennifer Laura Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 6 0.00 24 D
2025-12-17 RAISS SARAH E. Director A-Award A Dividend Equivalent Rights (DSUs) 61 0.00 1,965 D
2025-12-17 O'Day Timothy J. Director A-Award A Dividend Equivalent Rights (2024 RSUs) 8 0.00 57 D
2025-12-17 Morrison Gregory B Director A-Award A Dividend Equivalent Rights (2025 RSUs) 6 0.00 16 D
2025-12-17 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 22 0.00 106 D
2025-12-17 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 79 0.00 561 D
2025-12-17 Guerin Eric Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 37 0.00 262 D
2025-12-17 Elton Robert George Director A-Award A Dividend Equivalent Rights (DSUs) 102 0.00 4,566 D
2025-12-17 DeWitt Adam Director A-Award A Dividend Equivalent Rights (DSUs) 27 0.00 530 D
2025-12-17 Carlson Christopher Officer A-Award A Dividend Equivalent Rights (2025 RSUs) 3 0.00 9 D
2025-12-17 Bales Brian A Director A-Award A Dividend Equivalent Rights (DSUs) 7 0.00 59 D
2025-11-20 KING NANCY ELIZABETH 0 0.00 0
2025-11-13 Stein Deborah Director P-Purchase A Common Shares 1,000 101.26 101.3K 1,000 D
2025-09-18 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2023 RSUs) 2 0.00 28 D
2025-09-18 Stephenson Carol Director A-Award A Dividend Equivalent Rights (DSUs) 11 0.00 161 D
2025-09-18 Stein Deborah Director A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 49 D
2025-09-18 Sieger Michael D Director A-Award A Dividend Equivalent Rights (DSUs) 6 0.00 52 D
2025-09-18 Schmit Jennifer Laura Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 6 0.00 18 D
2025-09-18 RAISS SARAH E. Director A-Award A Dividend Equivalent Rights (DSUs) 52 0.00 1,904 D
2025-09-18 O'Day Timothy J. Director A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 49 D
2025-09-18 Morrison Gregory B Director A-Award A Dividend Equivalent Rights (2025 RSUs) 5 0.00 10 D
2025-09-18 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Dividend Equivalent Rights (2025 RSUs) 11 0.00 23 D
2025-09-18 KING NANCY ELIZABETH Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 19 0.00 109 D
2025-09-18 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2023 RSUs) 46 0.00 516 D
2025-09-18 Guerin Eric Officer A-Award A Dividend Equivalent Rights (2025 RSUs) 57 0.00 83 D
2025-09-18 Elton Robert George Director A-Award A Dividend Equivalent Rights (DSUs) 87 0.00 4,464 D
2025-09-18 DeWitt Adam Director A-Award A Dividend Equivalent Rights (2025 RSUs) 5 0.00 10 D
2025-09-18 Carlson Christopher Officer A-Award A Dividend Equivalent Rights (2025 RSUs) 3 0.00 6 D
2025-09-18 Bales Brian A Director A-Award A Dividend Equivalent Rights (DSUs) 6 0.00 52 D
2025-09-12 LEWIS MICHAEL THOMAS STEVEN Officer S-Sale D Common Shares 2,151 118.15 254.1K 0 D
2025-08-24 Schmit Jennifer Laura Officer Restricted Share Unit (2025 RSUs) 1,592 0.00 0 D
2025-08-24 JETER JAMES J 0 0.00 0
2025-08-24 Fesler Andrew John 0 0.00 0
2025-08-24 Carlson Christopher Officer Restricted Share Unit (2023 RSUs) 3,457 0.00 0 D
2025-07-14 Watt Darren Jeffrey Officer M-Exempt D Employee Stock Option (Right to Buy) 7,400 32.16 238.0K 0 D
2025-07-14 KESSLER JAMES FRANCIS Officer M-Exempt D Employee Stock Option (Right to Buy) 45,658 54.83 2.50M 0 D
2025-06-27 RAISS SARAH E. Director F-InKind D Common Shares 1,280 102.51 131.2K 2,785 D
2025-06-20 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2025 RSUs) 5 0.00 5 D
2025-06-20 Stephenson Carol Director A-Award A Dividend Equivalent Rights (2024 RSUs) 8 0.00 42 D
2025-06-20 Stein Deborah Director A-Award A Dividend Equivalent Rights (2024 RSUs) 8 0.00 42 D
2025-06-20 Sieger Michael D Director A-Award A Dividend Equivalent Rights (DSUs) 7 0.00 46 D
2025-06-20 RAISS SARAH E. Director A-Award A Dividend Equivalent Rights (DSUs) 54 0.00 1,852 D
2025-06-20 O'Day Timothy J. Director A-Award A Dividend Equivalent Rights (DSUs) 7 0.00 46 D
2025-06-20 Morrison Gregory B Director A-Award A Dividend Equivalent Rights (2025 RSUs) 5 0.00 5 D
2025-06-20 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 20 0.00 65 D
2025-06-20 KING NANCY ELIZABETH Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 20 0.00 90 D
2025-06-20 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2023 RSUs) 48 0.00 470 D
2025-06-20 JETER JAMES J Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 18 0.00 101 D
2025-06-20 Guerin Eric Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 34 0.00 193 D
2025-06-20 Fesler Andrew John Officer A-Award A Dividend Equivalent Rights (2023 RSUs) 3 0.00 32 D
2025-06-20 Elton Robert George Director A-Award A Dividend Equivalent Rights (DSUs) 90 0.00 4,377 D
2025-06-20 DeWitt Adam Director A-Award A Dividend Equivalent Rights (DSUs) 24 0.00 480 D
2025-06-20 Bales Brian A Director A-Award A Dividend Equivalent Rights (DSUs) 7 0.00 46 D
2025-06-11 Watt Darren Jeffrey Officer S-Sale D Common Shares 3,700 107.00 395.9K 24,874 D
2025-06-10 Watt Darren Jeffrey Officer M-Exempt A Common Shares 3,700 32.16 119.0K 28,574 D
2025-06-10 DeWitt Adam Director S-Sale D Common Shares 800 106.17 84.9K 5,865 D
2025-05-15 Stephenson Carol Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-15 Stein Deborah Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-15 Sieger Michael D Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-15 RAISS SARAH E. Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-15 O'Day Timothy J. Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-15 Morrison Gregory B Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-15 JETER JAMES J Officer S-Sale D Common Shares 2,000 106.96 213.9K 14,167 D
2025-05-15 Elton Robert George Director A-Award A Restricted Share Units (2025 RSUs) 2,417 0.00 2,417 D
2025-05-15 DeWitt Adam Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-15 Bales Brian A Director A-Award A Restricted Share Units (2025 RSUs) 1,896 0.00 1,896 D
2025-05-13 Fesler Andrew John Officer M-Exempt D Employee Stoock Option (Right to Buy) 4,933 57.70 284.6K 0 D
2025-05-12 JETER JAMES J Officer S-Sale D Common Shares 3,500 104.38 365.3K 16,167 D
2025-05-05 Sieger Michael D Director M-Exempt D Restricted Share Units (2024 RSUs) 2,630 0.00 0 D
2025-05-05 RAISS SARAH E. Director M-Exempt A Common Shares 35 0.00 4,065 D
2025-05-05 Morrison Gregory B Director M-Exempt A Common Shares 35 0.00 2,665 D
2025-05-05 DeWitt Adam Director M-Exempt D Restricted Share Units (2024 RSUs) 2,630 0.00 0 D
2025-03-21 JETER JAMES J Officer S-Sale D Common Shares 600 98.63 59.2K 19,667 D
2025-03-17 KESSLER JAMES FRANCIS Officer S-Sale D Common Shares 15,700 97.81 1.54M 107,569 D
2025-03-17 JETER JAMES J Officer S-Sale D Common Shares 7,597 97.85 743.4K 20,267 D
2025-03-14 Watt Darren Jeffrey Officer M-Exempt D Dividend Equivalent Rights (2023 RSUs) 23 0.00 23 D
2025-03-14 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Restricted Share Units (2025 RSUs) 4,302 0.00 4,302 D
2025-03-14 KING NANCY ELIZABETH Officer M-Exempt A Common Shares 33 0.00 33 D
2025-03-14 KESSLER JAMES FRANCIS Officer M-Exempt A Common Shares 13,038 0.00 128,890 D
2025-03-14 JETER JAMES J Officer M-Exempt D Dividend Equivalent Rights (2022 PSUs) 531 0.00 0 D
2025-03-14 Guerin Eric Officer A-Award A Restricted Share Units (2025 RSUs) 9,465 0.00 9,465 D
2025-03-14 Fesler Andrew John Officer M-Exempt A Common Shares 181 0.00 5,078 D
2025-03-03 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 6 0.00 27 D
2025-03-03 Stephenson Carol Director A-Award A Dividend Equivalent Rights (DSUs) 13 0.00 139 D
2025-03-03 Stein Deborah Director A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 34 D
2025-03-03 Sieger Michael D Director A-Award A Dividend Equivalent Rights (DSUs) 6 0.00 39 D
2025-03-03 RAISS SARAH E. Director A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 34 D
2025-03-03 O'Day Timothy J. Director A-Award A Dividend Equivalent Rights (DSUs) 6 0.00 39 D
2025-03-03 Morrison Gregory B Director A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 34 D
2025-03-03 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 31 0.00 65 D
2025-03-03 KING NANCY ELIZABETH Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 31 0.00 103 D
2025-03-03 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 112 0.00 508 D
2025-03-03 JETER JAMES J Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 27 0.00 123 D
2025-03-03 Guerin Eric Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 52 0.00 236 D
2025-03-03 Fesler Andrew John Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 28 D
2025-03-03 Elton Robert George Director A-Award A Dividend Equivalent Rights (2024 RSUs) 10 0.00 44 D
2025-03-03 DeWitt Adam Director A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 34 D
2025-03-03 Bales Brian A Director A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 34 D
2025-02-12 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2022 PSUs) 435 0.00 435 D
2025-02-12 KESSLER JAMES FRANCIS Officer A-Award A Performance Share Units (2022 PSUs) 31,750 0.00 31,750 D
2025-02-12 JETER JAMES J Officer A-Award A Performance Share Units (2022 PSUs) 7,731 0.00 7,731 D
2025-02-12 Fesler Andrew John Officer A-Award A Performance Share Units (2022 PSUs) 2,633 0.00 2,633 D
2024-12-31 Bales Brian A 0 0.00 0
2024-12-18 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 21 D
2024-12-18 Stephenson Carol Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 27 D
2024-12-18 Stein Deborah Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 27 D
2024-12-18 Sieger Michael D Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 27 D
2024-12-18 RAISS SARAH E. Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 27 D
2024-12-18 O'Day Timothy J. Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 27 D
2024-12-18 Morrison Gregory B Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 27 D
2024-12-18 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 34 0.00 34 D
2024-12-18 KING NANCY ELIZABETH Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 34 0.00 72 D
2024-12-18 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 125 0.00 396 D
2024-12-18 JETER JAMES J Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 30 0.00 96 D
2024-12-18 Guerin Eric Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 58 0.00 184 D
2024-12-18 Fesler Andrew John Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 6 0.00 21 D
2024-12-18 Elton Robert George Director A-Award A Dividend Equivalent Rights (2024 RSUs) 11 0.00 34 D
2024-12-18 DeWitt Adam Director A-Award A Dividend Equivalent Rights (DSUs) 25 0.00 431 D
2024-12-18 Bales Brian A Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 27 D
2024-09-23 KESSLER JAMES FRANCIS Officer S-Sale D Common Shares 17,883 84.19 1.51M 86,247 D
2024-09-18 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 7 0.00 14 D
2024-09-18 Stephenson Carol Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-18 Stein Deborah Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-18 Smith Jeffrey C Director A-Award A Dividend Equivalent Rights (RSUs) 9 0.00 18 D
2024-09-18 Sieger Michael D Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-18 RAISS SARAH E. Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-18 O'Day Timothy J. Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-18 Morrison Gregory B Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-18 KING NANCY ELIZABETH Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 38 0.00 38 D
2024-09-18 KESSLER JAMES FRANCIS Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 136 0.00 271 D
2024-09-18 JETER JAMES J Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 33 0.00 66 D
2024-09-18 Guerin Eric Officer A-Award A Dividend Equivalent Rights (2024 RSUs) 63 0.00 126 D
2024-09-18 Fesler Andrew John Officer A-Award A Dividend Equivalent Rights (2023 RSUs) 8 0.00 57 D
2024-09-18 Elton Robert George Director A-Award A Dividend Equivalent Rights (DSUs) 111 0.00 4,094 D
2024-09-18 DeWitt Adam Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-18 Bales Brian A Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 18 D
2024-09-17 LEWIS MICHAEL THOMAS STEVEN Officer A-Award A Restricted Share Units (2024 RSUs) 10,743 0.00 10,743
2024-09-16 KESSLER JAMES FRANCIS Officer S-Sale D Common Shares 17,883 84.83 1.52M 86,247
2024-09-09 KESSLER JAMES FRANCIS Officer M-Exempt A Common Shares 17,883 41.84 748.2K 104,130
2024-09-03 LEWIS MICHAEL THOMAS STEVEN 0 0.00 0
2024-08-23 JETER JAMES J Officer S-Sale D Common Shares 3,000 85.55 256.7K 20,267
2024-08-19 Watt Darren Jeffrey Officer S-Sale D Common Shares 2,915 82.80 241.4K 19,271
2024-08-13 JETER JAMES J Officer S-Sale D Common Shares 2,920 78.96 230.6K 23,267
2024-08-12 Stephenson Carol Director A-Award A Deferred Share Units 164 0.00 4,115
2024-08-12 Smith Jeffrey C Director A-Award A Deferred Share Units 164 0.00 2,203
2024-08-12 Sieger Michael D Director A-Award A Deferred Share Units 164 0.00 2,164
2024-08-12 RAISS SARAH E. Director A-Award A Deferred Share Units 164 0.00 17,708
2024-08-12 O'Day Timothy J. Director A-Award A Deferred Share Units 164 0.00 2,164
2024-08-12 Elton Robert George Director A-Award A Deferred Share Units 164 0.00 28,250
2024-08-12 DeWitt Adam Director A-Award A Deferred Share Units 164 0.00 8,071
2024-08-12 Bales Brian A Director A-Award A Deferred Share Units 164 0.00 2,164
2024-08-11 Watt Darren Jeffrey Officer M-Exempt A Common Shares 4,285 0.00 21,564
2024-08-11 KESSLER JAMES FRANCIS Officer F-InKind D Common Shares 6,035 78.29 472.5K 86,247
2024-08-11 JETER JAMES J Officer M-Exempt A Common Shares 5,293 0.00 28,560
2024-08-01 Watt Darren Jeffrey Officer A-Award A Performance Share Units (2021 PSUs) 4,285 0.00 4,285
2024-08-01 KESSLER JAMES FRANCIS Officer A-Award A Performance Share Units (2021 PSUs) 14,178 0.00 14,178
2024-08-01 JETER JAMES J Officer A-Award A Performance Share Units (2021 PSUs) 5,293 0.00 5,293
2024-06-20 Watt Darren Jeffrey Officer A-Award A Dividend Equivalent Rights (2023 RSUs) 6 0.00 39
2024-06-20 Stephenson Carol Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 9
2024-06-20 Stein Deborah Director A-Award A Dividend Equivalent Rights (2024 RSUs) 9 0.00 9
2024-06-20 Smith Jeffrey C Director A-Award A Dividend Equivalent Rights (RSUs) 9 0.00 9

Executive team

Top executives
EBIT / Employee
93.7K
Shares Outstanding
185.92M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 James Kessler Chief Executive Officer 952.1K 17.82M 2.25M 532.7K 21.55M 82.67%
2 2025 Eric Guerin Chief Financial Officer 646.3K 3.63M 1.00M 137.7K 5.41M 67.03%
3 2025 Jeff Jeter Former Chief Revenue Officer 640.8K 3.13M 1.25M 118.7K 5.14M 60.92%
4 2025 Nancy King Former Chief Technology Officer 532.6K 1.83M 2.12M 4.48M 40.79%
5 2025 Steve Lewis Chief Operations Officer 650.0K 1.65M 1.00M 79.0K 3.38M 48.81%
6 2025 Darren Watt Chief Legal Officer 462.3K 687.1K 583.6K 55.0K 1.79M 38.43%
7 2025 Jen Schmit Chief People Officer 383.9K 150.0K 304.3K 430.9K 43.2K 1.31M 23.19%
8 2024 James Kessler Chief Executive Officer 850.0K 11.78M 1.68M 344.5K 14.65M 80.35%
9 2024 Eric Guerin Chief Financial Officer 606.1K 500.0K 4.47M 999.1K 79.3K 6.65M 67.15%
10 2024 Jeff Jeter Chief Revenue Officer 600.0K 2.85M 1.19M 81.4K 4.72M 60.37%
11 2024 Jeff Jeter Former Chief Revenue Officer 600.0K 2.85M 1.19M 81.4K 4.72M 60.37%
12 2024 Steve Lewis Chief Operations Officer 219.0K 2.62M 650.0K 21.6K 3.52M 74.67%
13 2024 Nancy King Chief Technology Officer 350.0K 2.50M 440.9K 40.6K 3.33M 75.04%
14 2024 Nancy King Former Chief Technology Officer 350.0K 2.50M 440.9K 40.6K 3.33M 75.04%
15 2024 Darren Watt Chief Legal Officer 388.7K 627.0K 433.3K 49.0K 1.50M 41.86%
16 2024 Megan Cash Former Principal Finance and Accounting Officer 108.8K 145.8K 700.2K 954.8K 0.00%
17 2024 Jen Schmit Chief People Officer 31.8K 600.0K 1.3K 633.1K 94.77%
18 2023 James Kessler Chief Executive Officer 781.3K 10.21M 2.94M 1.82M 174.2K 15.93M 82.59%
19 2023 Jeff Jeter Chief Revenue Officer 525.0K 50.5K 884.6K 255.0K 1.25M 45.9K 3.01M 37.82%
20 2023 Jeff Jeter Former Chief Revenue Officer 525.0K 50.5K 884.6K 255.0K 1.25M 45.9K 3.01M 37.82%
21 2023 Darren Watt Chief Legal Officer 401.8K 552.9K 159.4K 498.8K 41.6K 1.65M 43.05%
22 2023 Megan Cash Former Principal Finance and Accounting Officer 338.6K 99.3K 206.4K 376.4K 14.7K 1.04M 19.94%
23 2022 Eric Jacobs Chief Financial Officer 329.2K 250.0K 5.38M 1.92M 1.09M 32.5K 9.00M 81.13%
24 2022 Ann Fandozzi Chief Executive Officer 900.0K 2.44M 2.24M 2.12M 215.8K 7.92M 59.08%
25 2022 James Kessler Chief Executive Officer 575.0K 916.0K 838.7K 1.09M 109.1K 3.52M 49.78%
26 2022 James Kessler President and Chief Operating Officer 575.0K 916.0K 838.7K 1.09M 109.1K 3.52M 49.78%
27 2022 Baron Concors Chief Product and Technology Officer 415.0K 550.9K 504.4K 509.5K 65.0K 2.04M 51.61%
28 2022 Carmen Thiede Chief Transformation and People Officer 435.0K 440.1K 419.4K 616.2K 62.8K 1.97M 43.55%
29 2022 Sharon Driscoll Executive Vice President and Advisor to the CEO and Former Chief Financial Officer 480.6K 680.9K 57.7K 1.22M 0.00%
30 2021 Ann Fandozzi Chief Executive Officer 900.0K 4.26M 4.05M 1.02M 149.4K 10.38M 80.09%
31 2021 Sharon Driscoll Chief Financial Officer 498.6K 1.31M 1.24M 338.3K 68.9K 3.46M 73.81%
32 2021 Sharon Driscoll Executive Vice President and Advisor to the CEO and Former Chief Financial Officer 498.6K 1.31M 1.24M 338.3K 68.9K 3.46M 73.81%
33 2021 James Kessler Chief Executive Officer 516.7K 1.18M 1.13M 524.1K 70.4K 3.42M 67.52%
34 2021 James Kessler President and Chief Operating Officer 516.7K 1.18M 1.13M 524.1K 70.4K 3.42M 67.52%
35 2021 Baron Concors Chief Product and Technology Officer 400.0K 1.05M 1.00M 235.2K 36.5K 2.72M 75.35%
36 2021 Baron Concors Chief Information Officer 400.0K 1.05M 1.00M 235.2K 36.5K 2.72M 75.35%
37 2021 Kari Taylor Chief Revenue Officer 420.8K 783.2K 743.8K 410.9K 25.1K 2.38M 64.05%
38 2021 Carmen Thiede Chief Transformation and People Officer 420.0K 552.8K 525.0K 247.0K 57.0K 1.80M 59.82%
39 2020 Ann Fandozzi Chief Executive Officer 890.2K 3.65M 500.0K 2.05M 102.1K 7.19M 57.69%
40 2020 James Kessler President and Chief Operating Officer 322.1K 2.50M 500.0K 439.0K 42.6K 3.80M 78.87%
41 2020 James Kessler Chief Operating Officer 322.1K 2.50M 500.0K 439.0K 42.6K 3.80M 78.87%
42 2020 Sharon Driscoll Executive Vice President and Advisor to the CEO and Former Chief Financial Officer 469.7K 468.8K 468.8K 637.7K 56.7K 2.10M 44.61%
43 2020 Sharon Driscoll Chief Financial Officer 469.7K 468.8K 468.8K 637.7K 56.7K 2.10M 44.61%
44 2020 Baron Concors Chief Information Officer 310.8K 800.0K 400.0K 367.8K 20.3K 1.90M 63.19%
45 2020 Baron Concors Chief Product and Technology Officer 310.8K 800.0K 400.0K 367.8K 20.3K 1.90M 63.19%
46 2020 Carmen Thiede Chief Human Resources Officer 306.5K 990.0K 210.0K 357.7K 22.8K 1.89M 63.59%
47 2020 Carmen Thiede Chief Transformation and People Officer 306.5K 990.0K 210.0K 357.7K 22.8K 1.89M 63.59%
48 2020 Kari Taylor Chief Revenue Officer 400.0K 300.0K 300.0K 429.0K 12.6K 1.44M 41.62%
49 2020 Karl Werner President, International 417.5K 205.0K 205.0K 309.2K 60.5K 1.20M 34.25%
50 2019 Ravi Saligram Former Chief Executive Officer 867.5K 1.65M 1.65M 130.4K 4.30M 76.78%
51 2019 Sharon Driscoll Chief Financial Officer 513.7K 87.8K 359.5K 359.5K 424.0K 56.0K 1.80M 39.93%
52 2019 Jeff Jeter President, Upstream & Emerging Businesses, N. Am. 417.5K 50.0K 10.0K 316.4K 59.3K 1.26M 0.79%
53 2019 Karl Werner President, International 466.9K 87.8K 205.0K 205.0K 225.9K 56.4K 1.25M 32.88%
54 2019 Kari Taylor President, U.S. Regions 202.7K 65.0K 6.00 35.3K 29.9K 1.20M 5.43%
55 2019 Kari Taylor Chief Revenue Officer 202.7K 365.0K 365.0K 235.3K 29.9K 1.20M 60.94%
56 2019 Todd Wohler Chief Human Resources Officer 393.8K 200.0K 3.00 213.7K 51.6K 1.06M 18.88%
57 2018 Ravi Saligram Former Chief Executive Officer 1.00M 1.37M 1.36M 1.15M 173.4K 5.05M 54.10%
58 2018 Ravi Saligram Chief Executive Officer 1.00M 1.37M 1.36M 1.14M 173.4K 5.04M 54.15%
59 2018 Sharon Driscoll Chief Financial Officer 447.5K 457.4K 328.7K 441.2K 48.6K 1.72M 45.58%
60 2018 Jim Barr Former Group President, Emerging Business, Brand Innovation and Technology Services 77.7K 1.45M 1.53M 0.00%
61 2018 Todd Wohler Chief Human Resources Officer 428.5K 305.6K 193.9K 204.7K 1.00 1.19M 42.11%
62 2018 Karl Werner President, International 394.9K 303.6K 192.7K 209.6K 35.2K 1.14M 43.69%
63 2018 Jeff Jeter President, Sales U.S. 405.8K 201.0K 198.8K 243.1K 50.0K 1.10M 36.38%
64 2017 Ravi Saligram Chief Executive Officer 1.00M 1.21M 1.25M 513.1K 163.6K 4.14M 59.45%
65 2017 Ravi Saligram Former Chief Executive Officer 1.00M 1.21M 1.25M 513.1K 163.6K 4.14M 59.45%
66 2017 Marianne Marck Chief Information Technology Officer 367.6K 1.22M 175.0K 168.6K 56.3K 1.99M 70.18%
67 2017 Jim Barr Former Group President, Emerging Business, Brand Innovation and Technology Services 550.0K 372.2K 385.0K 482.5K 108.6K 1.90M 39.89%
68 2017 Jim Barr Group President, Emerging Business, Brand Innovation and Technology Services 550.0K 372.2K 385.0K 482.5K 108.6K 1.90M 39.89%
69 2017 Jeff Jeter President, Sales U.S. 224.6K 1.34M 192.5K 82.6K 20.5K 1.86M 82.36%
70 2017 Jeff Jeter President, Upstream & Emerging Businesses, N. Am. 224.6K 1.34M 192.5K 82.6K 20.5K 1.86M 82.36%
71 2017 Sharon Driscoll Chief Financial Officer 423.7K 239.8K 248.1K 267.2K 78.5K 1.26M 38.81%
72 2016 Ravi K. Saligram Chief Executive Officer 1.00M 1.47M 1.25M 973.5K 171.9K 4.87M 55.95%
73 2016 Ravi Saligram Chief Executive Officer 1.00M 1.47M 1.25M 973.5K 171.9K 4.87M 55.95%
74 2016 Terry Dolan President, USA & LATAM 385.0K 249.8K 211.8K 84.4K 801.6K 1.73M 26.64%
75 2016 Jim Barr Group President, Emerging Business, Brand Innovation and Technology Services 550.0K 454.2K 385.0K 242.7K 94.6K 1.73M 48.61%
76 2016 Jim Barr Former Group President, Emerging Business, Brand Innovation and Technology Services 550.0K 454.2K 385.0K 242.7K 94.6K 1.73M 48.61%
77 2016 Sharon Driscoll Chief Financial Officer 414.9K 239.5K 203.0K 262.6K 100.1K 1.22M 36.27%
78 2016 Todd Wohler Chief Human Resources Officer 395.0K 233.0K 197.5K 192.3K 69.4K 1.09M 39.60%
79 2015 Ravi K. Saligram Chief Executive Officer 1.00M 1.17M 1.06M 1.62M 136.8K 4.99M 44.72%
80 2015 Ravi Saligram Chief Executive Officer 1.00M 1.17M 1.06M 1.62M 136.8K 4.99M 44.72%
81 2015 Jim Barr Group President, New Channels & Services and Chief Insights Officer 540.0K 50.0K 352.7K 321.8K 405.0K 80.8K 1.75M 38.53%
82 2015 Jim Barr Group President, Emerging Business, Brand Innovation and Technology Services 540.0K 50.0K 352.7K 321.8K 405.0K 80.8K 1.75M 38.53%
83 2015 Sharon Driscoll Chief Financial Officer 210.1K 362.0K 244.6K 452.9K 131.3K 1.40M 43.30%
84 2015 Todd Wohler Chief Human Resources Officer 365.0K 211.0K 192.6K 294.3K 191.7K 1.25M 32.17%
85 2015 Karl Werner Chief Operations Support & Development Officer 350.0K 158.6K 144.7K 343.6K 62.6K 1.06M 28.63%
86 2015 Terry Dolan President, USA & LATAM 241.4K 211.8K 264.1K 282.9K 50.2K 1.05M 45.30%
87 2015 Robert McLeod Chief Business Development Officer 273.7K 130.5K 119.1K 221.7K 67.0K 812.0K 30.74%
88 2014 Ravi K. Saligram Chief Executive Officer 485.3K 2.29M 2.21M 500.0K 65.6K 5.55M 81.07%
89 2014 Karl Werner Chief Operations Support & Development Officer 340.0K 243.7K 82.9K 79.5K 55.3K 801.4K 40.75%
90 2014 Robert McLeod Chief Business Development Officer 316.8K 250.0K 80.3K 95.8K 35.6K 778.5K 42.43%
91 2014 Jim Barr Group President, Emerging Business, Brand Innovation and Technology Services 86.2K 126.0K 273.8K 67.5K 13.9K 567.5K 70.46%
92 2014 Jim Barr Group President, New Channels & Services and Chief Insights Officer 86.2K 126.0K 273.8K 67.5K 13.9K 556.5K 71.85%
93 2014 Todd Wohler Chief Human Resources Officer 78.8K 78.8K 0.00%
94 2013 Robert McLeod Chief Business Development Officer 339.8K 296.0K 165.0K 11.7K 50.7K 969.2K 47.57%
95 2013 Karl Werner Chief Operations Support & Development Officer 272.5K 166.4K 76.8K 121.8K 68.9K 706.5K 34.44%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-19 DEFA14A
2026-03-19 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 4
2026-05-04 4
2026-05-04 4
2026-05-04 10-Q
2026-05-01 8-K
2026-05-01 4
2026-04-30 SC 13G
2026-04-28 SC 13G/A
2026-04-23 8-K

Executive team

NameTitleCompensationGender
James F. Kessler Chief Executive Officer & Director 4M male
Eric J. Guerin Chief Financial Officer 2M male
Steve Lewis Chief Operations officer 2M male
Darren J. Watt Chief Legal Officer 1M male
Jen Schmit Chief People Officer 1M female
Karl W. Werner Chief Business Development Officer 787.2K male
David E. Ritchie Founder and Chairman Emeritus 142.5K male
Scott Richardson Senior Vice President of Product Management male
Jacob W. Lawson President & Head of RitChief Bros. North America Sales male
Curtis C. Hinkelman Senior Vice President of Sales - Eastern USA male
Doug Rusch EVP & Head of Strategic Accounts and Rouse in North America male
Doug W. Olive Senior Vice President of Pricing & Appraisals male
ESG Rating
B
SPECIALTY BUSINESS SERVICES
2026
E (Environmental)
71.0 / 65.9
Company / Sector avg.
S (Social)
64.7 / 67.2
Company / Sector avg.
G (Governance)
69.7 / 67.1
Company / Sector avg.
ESG Total
68.5 / 66.7
Company / Sector avg.
ESG Score History SPECIALTY BUSINESS SERVICES
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2015-02-13 2015-02-26 Thom Tillis NC Joint Sale (Full) $1,001 - $15,000
House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2025-06-24 2025-08-13 Lisa McClain MI09 Spouse Purchase $1,001 - $15,000
2025-03-17 2025-04-07 Gilbert Cisneros CA31 Purchase $1,001 - $15,000
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale (Full) $1,001 - $15,000
2023-07-12 2023-08-13 Daniel Goldman NY10 Sale $1,001 - $15,000
2023-04-10 2023-05-19 Daniel Goldman NY10 Sale $1,001 - $15,000
2022-12-06 2023-01-13 Josh Gottheimer NJ05 Joint Sale (Full) $1,001 - $15,000
2022-07-22 2022-08-29 Josh Gottheimer NJ05 Sale (Partial) $1,001 - $15,000
2020-11-13 2020-12-15 Gilbert Cisneros CA31 Sale (Partial) $1,001 - $15,000
2020-11-11 2020-12-09 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2020-10-13 2020-11-09 Greg Gianforte MT00 Joint Sale (Partial) $1,001 - $15,000
2020-09-02 2020-09-14 Gilbert Cisneros CA31 Sale (Partial) $1,001 - $15,000
2020-08-24 2020-09-20 Josh Gottheimer NJ05 Joint Sale (Partial) $1,001 - $15,000
2019-09-06 2019-10-01 Greg Gianforte MT00 Joint Sale (Partial) $100,001 - $250,000
Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits