Safety Insurance Group, Inc. (SAFT)
Boston, MA, US
Safety Insurance Group, Inc. (SAFT) is a U.S.-based insurance provider offering a diverse range of personal and commercial coverage. The company's private passenger automobile policies furnish protection against third-party bodily injury and property damage liability, no-fault personal injury benefits for policyholders and their passengers, and physical damage insurance for the insured's own vehicle, covering impacts and other specific risks. Furthermore, it underwrites commercial automobile policies, designed for business-use vehicles ranging from passenger cars to trucks, tractors, and trailers, covering both individual units and entire fleets. For property owners, Safety Insurance offers homeowner policies that safeguard houses, condominiums, and apartments against damage to the structure and its contents from various perils, alongside liability coverage stemming from property ownership or occupation. The firm also extends its offerings to business owners policies, catering to diverse commercial operations such as apartment complexes, residential condominium associations, dining establishments, office condominiums, processing and service businesses, specialized trade contractors, and wholesalers. Beyond standard coverage, the company provides personal umbrella policies, which offer additional liability protection extending beyond the limits of individual automobile, watercraft, and homeowner insurance. It also underwrites commercial umbrella policies and dwelling fire insurance specifically for properties not occupied by their owners. Complementing these, Safety Insurance includes inland marine coverage as an option within its homeowner and business owner policies, and furnishes insurance for small to medium-sized recreational watercraft. The distribution of all its insurance products is managed through a network of independent agents. Established in 1979 and headquartered in Boston, Massachusetts, the company was formerly known as Safety Holdings Inc. before officially changing its name to Safety Insurance Group, Inc. in April 2002.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.81% | -2.25% | -5.23% | -11.77% | -7.71% | -9.06% | -12.66% | +0.41% | -15.90% | +18.24% | +449.22% |
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 | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 1 | 0 |
-
Revenue growth Insurance - Property & Casualty: +14.1%+13.0% Q1'26: +5.1% (vs Q1'25)
-
EPS growth Insurance - Property & Casualty: +27.5%+40.2% ★ Q1'26: -166.9% (vs Q1'25)
-
FCF margin FCF growth · Insurance - Property & Casualty: +25.6%+16.2% ★ Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Insurance - Property & Casualty: +16.3%+10.2% Q1'26: -5.5% (vs Q1'25)
-
ROIC Insurance - Property & Casualty: +7.9%+55.7% ★ Q1'26: -6.4% (vs Q1'25)
-
Share dilution Insurance - Property & Casualty: +0.4%+0.2% Q1'26: -1.7% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Insurance - Property & Casualty: -0.10×0.48× ★ Q1'26: -0.89× (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 2006 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2022 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
680.71M
est: 539.01M (+26.3%)
|
795.96M
est: 687.51M (+15.8%)
|
803.58M
est: 810.40M (-0.8%)
|
827.35M
est: 837.10M (-1.2%)
|
843.67M
est: 858.50M (-1.7%)
|
834.91M
est: 884.10M (-5.6%)
|
875.82M
est: 910.60M (-3.8%)
|
840.40M
est: 794.30M (+5.8%)
|
785.06M
est: 918.96M (-14.6%)
|
1.11B
est: 1.11B (+0.0%)
|
1.25B
est: 1.25B (+0.0%)
|
1.38B
1.38B – 1.38B
+10.4% YoY
|
1.53B
1.53B – 1.53B
+10.4% YoY
|
| EBITDA |
173.08M
est: 131.11M (+32.0%)
|
96.53M
est: 85.33M (+13.1%)
|
-24.65M
est: -230.74M (+89.3%)
|
97.75M
est: 96.67M (+1.1%)
|
91.83M
est: 89.23M (+2.9%)
|
109.81M
est: 83.34M (+31.8%)
|
129.26M
est: 115.64M (+11.8%)
|
182.74M
est: 176.05M (+3.8%)
|
66.72M
est: 175.64M (-62.0%)
|
99.84M
est: 138.87M (-28.1%)
|
128.21M
est: 128.04M (+0.1%)
|
141.35M
141.35M – 141.35M
+10.4% YoY
|
156.05M
156.05M – 156.05M
+10.4% YoY
|
| EBIT |
164.59M
est: 124.55M (+32.1%)
|
83.41M
est: 50.86M (+64.0%)
|
-28.56M
est: -256.72M (+88.9%)
|
93.37M
est: 83.70M (+11.6%)
|
86.79M
est: 85.49M (+1.5%)
|
104.34M
est: 103.32M (+1.0%)
|
123.77M
est: 106.41M (+16.3%)
|
175.21M
est: 480.9K (+36,337.3%)
|
60.11M
est: 74.08M (-18.9%)
|
90.38M
est: 129.69M (-30.3%)
|
128.21M
est: 119.91M (+6.9%)
|
132.37M
132.37M – 132.37M
+10.4% YoY
|
146.14M
146.14M – 146.14M
+10.4% YoY
|
| Net Income |
111.94M
est: 84.66M (+32.2%)
|
59.35M
est: 52.14M (+13.8%)
|
-13.85M
est: -141.72M (+90.2%)
|
64.59M
est: 57.85M (+11.6%)
|
62.39M
est: 61.65M (+1.2%)
|
83.20M
est: 63.20M (+31.6%)
|
99.60M
est: 89.06M (+11.8%)
|
138.21M
est: 133.48M (+3.5%)
|
46.56M
est: 134.81M (-65.5%)
|
70.73M
est: 64.80M (+9.2%)
|
99.26M
est: 81.07M (+22.4%)
|
70.04M
70.04M – 70.04M
-13.6% YoY
|
99.53M
99.53M – 99.53M
+42.1% YoY
|
| SGA |
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
|
—
— – —
|
—
— – —
|
| EPS |
7.07
est: 4.12 (+71.6%)
|
3.93
est: 3.20 (+22.8%)
|
-0.93
est: -0.87 (-6.4%)
|
4.29
est: 4.05 (+6.0%)
|
4.13
est: 3.96 (+4.3%)
|
5.52
est: 5.25 (+5.2%)
|
6.52
est: 5.00 (+30.4%)
|
9.25
est: 7.40 (+25.0%)
|
3.17
est: 5.15 (-38.5%)
|
4.79
est: 4.40 (+8.8%)
|
6.72
est: 5.50 (+22.2%)
|
4.75
4.75 – 4.75
-13.6% YoY
|
6.75
6.75 – 6.75
+42.1% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | B | 3/5 | 3/5 | 2/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
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 | (1) BlackRock, Inc. | 2.17M | 14.50% | 2.14M | — | 2.17M | — | HC | Delaware | 2022-01-28 | ↗ |
| 2 | Stadium Capital Management, LLC | 2.00M | 5.50% | — | — | — | — | IA, OO | MARYLAND | 2016-02-12 | ↗ |
| 3 | BARCLAYS GLOBAL INVESTORS, NA. | 1.84M | 2.73% | — | — | — | — | BK | MARYLAND | 2016-02-12 | ↗ |
| 4 | SRB Corporation 04-2968130 | 1.67M | 11.18% | — | 1.67M | — | 1.67M | CO | Massachusetts | 2022-02-14 | ↗ |
| 5 | The Vanguard Group - 23-1945930 | 1.53M | 10.24% | — | 15.1K | 1.50M | 27.0K | IA | Pennsylvania For | 2021-02-10 | ↗ |
| 6 | 04-2968130 | 1.44M | 9.54% | — | 1.44M | — | — | CO | Massachusetts | 2017-02-15 | ↗ |
| 7 | (. | 1.27M | 8.33% | 1.22M | — | 1.27M | — | IA | Delaware | 2018-02-09 | ↗ |
| 8 | Neuberger Berman LLC | 1.10M | 7.31% | — | 1.09M | — | 1.10M | BD, IA | Delaware | 2015-02-11 | ↗ |
| 9 | Palisades Safety and Insurance Association 22-3180609 | 1.03M | 6.85% | — | 1.03M | — | — | OO | Massachusetts | 2022-02-14 | ↗ |
| 10 | Neuberger Berman Management LLC | 992.7K | 6.61% | — | 992.7K | — | 992.7K | BD | Delaware | 2015-02-11 | ↗ |
| 11 | 22-3180609 | 956.1K | 6.32% | — | 956.1K | — | — | OO | Massachusetts | 2017-02-15 | ↗ |
| 12 | Neuberger Berman Equity Funds | 891.6K | 5.94% | — | 891.6K | — | 891.6K | IV | Delaware | 2015-02-11 | ↗ |
| 13 | Victory Capital Management Inc. | 861.6K | 5.85% | 857.7K | — | 861.6K | — | IA | New York | 2023-02-02 | ↗ |
| 14 | STATE STREET CORPORATION | 744.6K | 5.05% | — | 711.4K | — | 744.6K | HC | BOSTON, MASSACHUSETTS | 2023-02-06 | ↗ |
| 15 | 30-0447847 | 741.5K | 5.00% | 724.3K | — | 741.5K | — | IA | Delaware | 2024-02-09 | ↗ |
| 16 | Neuberger Berman Group LLC | 727.4K | 4.82% | — | 727.4K | — | 727.4K | HC | Delaware | 2016-02-10 | ↗ |
| 17 | Neuberger Berman Investment Advisers LLC | 727.4K | 4.82% | — | 727.4K | — | 727.4K | IA | Delaware | 2016-02-10 | ↗ |
| 18 | The Plymouth Rock Company Incorporated 04-2773663 | 648.0K | 4.33% | — | 648.0K | — | — | CO | Massachusetts | 2022-02-14 | ↗ |
| 19 | 52-0556948 | 30.7K | 0.20% | 19.9K | — | 30.7K | — | IA | Maryland | 2022-02-14 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2.25M +74.2K (+3.4%) | 175.28M +21.5M (+14.0%) | 15.27% +0.513 pp | 0.00% +0.000 pp | USD81.66 -4.6% | 6 qtrs — |
| 2 | SRB CORP | 1.84M +— (+0.0%) | 143.53M +13.3M (+10.2%) | 12.50% +0.007 pp | 7.88% +0.414 pp | USD48.36 +61.1% | 57 qtrs — |
| 3 | VANGUARD GROUP INC | 1.66M +29.5K (+1.8%) | 129.44M +14.1M (+12.2%) | 11.27% +0.207 pp | 0.00% +0.000 pp | USD58.70 +32.7% | 84 qtrs — |
| 4 | DIMENSIONAL FUND ADVISORS LP | 708.5K -6.4K (-0.9%) | 55.20M +4.7M (+9.2%) | 4.81% -0.041 pp | 0.01% +0.001 pp | USD53.55 +45.5% | 51 qtrs — |
| 5 | STATE STREET CORP | 575.3K -7.1K (-1.2%) | 44.82M +3.7M (+8.9%) | 3.90% -0.046 pp | 0.00% +0.000 pp | USD75.43 +3.3% | 51 qtrs — |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 363.0K -6.6K (-1.8%) | 28.29M +2.2M (+8.3%) | 2.46% -0.043 pp | 0.00% +0.000 pp | USD71.81 +8.5% | 78 qtrs — |
| 7 | GOLDMAN SACHS GROUP INC | 306.6K +238.9K (+353.4%) | 23.88M +19.1M (+399.7%) | 2.08% +1.622 pp | 0.00% +0.002 pp | USD77.32 +0.8% | 73 qtrs — |
| 8 | AQR CAPITAL MANAGEMENT LLC | 304.7K +117.3K (+62.6%) | 23.74M +10.5M (+79.2%) | 2.07% +0.797 pp | 0.01% +0.004 pp | USD75.60 +3.1% | 83 qtrs — |
| 9 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 300.0K +51.4K (+20.7%) | 23.37M +5.8M (+33.0%) | 2.04% +0.350 pp | 0.04% +0.008 pp | USD77.99 -0.1% | 7 qtrs — |
| 10 | JPMORGAN CHASE & CO | 290.0K -17.3K (-5.6%) | 22.60M +871.7K (+4.0%) | 1.97% -0.116 pp | 0.00% +0.000 pp | USD80.94 -3.7% | 40 qtrs — |
| 11 | TIMESSQUARE CAPITAL MANAGEMENT, LLC | 271.9K -228.3K (-45.6%) | 21.19M -14.2M (-40.1%) | 1.85% -1.548 pp | 0.32% -0.187 pp | USD79.16 -1.6% | 9 qtrs — |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 221.1K -3.1K (-1.4%) | 17.22M +1.4M (+8.7%) | 1.50% -0.020 pp | 0.00% +0.000 pp | USD74.19 +5.0% | 92 qtrs — |
| 13 | NORTHERN TRUST CORP | 145.4K -10.4K (-6.7%) | 11.33M +317.4K (+2.9%) | 0.99% -0.070 pp | 0.00% +0.000 pp | USD60.43 +28.9% | 51 qtrs — |
| 14 | MORGAN STANLEY | 142.1K +11.2K (+8.5%) | 11.07M +1.8M (+19.6%) | 0.96% +0.076 pp | 0.00% +0.000 pp | USD83.39 -6.6% | 51 qtrs — |
| 15 | RENAISSANCE TECHNOLOGIES LLC | 140.0K -33.0K (-19.1%) | 10.91M -1.3M (-10.8%) | 0.95% -0.223 pp | 0.02% +0.001 pp | USD70.18 +11.0% | 47 qtrs — |
| 16 | BANK OF NEW YORK MELLON CORP | 139.1K -59.7K (-30.0%) | 10.84M -3.2M (-22.9%) | 0.94% -0.404 pp | 0.00% -0.001 pp | USD85.48 -8.9% | 66 qtrs — |
| 17 | PRICE T ROWE ASSOCIATES INC /MD/ | 107.5K -55.8K (-34.2%) | 8.38M -3.2M (-27.4%) | 0.73% -0.378 pp | 0.00% 0.000 pp | USD77.59 +0.4% | 69 qtrs — |
| 18 | MILLENNIUM MANAGEMENT LLC | 100.0K -39.8K (-28.4%) | 7.79M -2.1M (-21.1%) | 0.68% -0.269 pp | 0.00% -0.001 pp | USD73.47 +6.0% | 12 qtrs — |
| 19 | QUBE RESEARCH & TECHNOLOGIES LTD | 98.9K -17.3K (-14.9%) | 7.71M -510.7K (-6.2%) | 0.67% -0.117 pp | 0.01% -0.001 pp | USD74.62 +4.4% | 5 qtrs — |
| 20 | TEACHER RETIREMENT SYSTEM OF TEXAS | 83.8K +13.1K (+18.5%) | 6.53M +1.5M (+30.6%) | 0.57% +0.089 pp | 0.02% +0.003 pp | USD77.18 +0.9% | 5 qtrs — |
| 21 | INVESCO LTD. | 76.7K -49.4K (-39.2%) | 5.97M -2.9M (-33.0%) | 0.52% -0.335 pp | 0.00% -0.001 pp | USD75.12 +3.7% | 57 qtrs — |
| 22 | FIRST TRUST ADVISORS LP | 74.4K +31.8K (+74.8%) | 5.80M +2.8M (+92.6%) | 0.50% +0.216 pp | 0.00% +0.002 pp | USD75.57 +3.1% | 7 qtrs — |
| 23 | PRINCIPAL FINANCIAL GROUP INC | 71.0K -923.0 (-1.3%) | 5.53M +447.2K (+8.8%) | 0.48% -0.006 pp | 0.00% +0.000 pp | USD59.23 +31.5% | 81 qtrs — |
| 24 | TWO SIGMA INVESTMENTS, LP | 60.8K -25.2K (-29.3%) | 4.74M -1.3M (-22.1%) | 0.41% -0.171 pp | 0.01% -0.002 pp | USD72.69 +7.2% | 5 qtrs — |
| 25 | AMERICAN CENTURY COMPANIES INC | 59.2K +1.1K (+1.9%) | 4.61M +506.6K (+12.3%) | 0.40% +0.008 pp | 0.00% +0.000 pp | USD83.73 -7.0% | 21 qtrs — |
| 26 | PUBLIC SECTOR PENSION INVESTMENT BOARD | 51.6K -6.5K (-11.2%) | 4.02M -87.5K (-2.1%) | 0.35% -0.044 pp | 0.01% -0.002 pp | USD78.76 -1.1% | 58 qtrs — |
| 27 | TD ASSET MANAGEMENT INC | 50.2K +— (+0.0%) | 3.91M +362.4K (+10.2%) | 0.34% +0.000 pp | 0.00% +0.000 pp | USD78.54 -0.8% | 44 qtrs — |
| 28 | DEAN INVESTMENT ASSOCIATES, LLC | 48.9K +41.2K (+531.9%) | 3.81M +3.3M (+596.4%) | 0.33% +0.279 pp | 0.54% +0.468 pp | USD78.33 -0.5% | 27 qtrs — |
| 29 | CREATIVE PLANNING | 48.7K +17.3K (+55.2%) | 3.79M +1.6M (+71.0%) | 0.33% +0.118 pp | 0.00% +0.001 pp | USD76.72 +1.6% | 6 qtrs — |
| 30 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 46.9K +23.5K (+100.8%) | 3.65M +2.0M (+121.3%) | 0.32% +0.160 pp | 0.00% +0.001 pp | USD74.31 +4.8% | 2 qtrs — |
| 31 | DARK FOREST CAPITAL MANAGEMENT LP | 40.5K +15.4K (+61.4%) | 3.16M +1.4M (+77.9%) | 0.27% +0.105 pp | 0.14% +0.091 pp | USD78.01 -0.1% | 5 qtrs — |
| 32 | RHUMBLINE ADVISERS | 40.2K -3.7K (-8.4%) | 3.13M +28.4K (+0.9%) | 0.27% -0.025 pp | 0.00% +0.000 pp | USD72.32 +7.7% | 51 qtrs — |
| 33 | LEGAL & GENERAL GROUP PLC | 38.1K -3.6K (-8.6%) | 2.97M +22.7K (+0.8%) | 0.26% -0.024 pp | 0.00% +0.000 pp | USD76.25 +2.2% | 46 qtrs — |
| 34 | IEQ CAPITAL, LLC | 38.1K +14.7K (+62.9%) | 2.97M +1.3M (+79.6%) | 0.26% +0.100 pp | 0.01% +0.004 pp | USD76.11 +2.4% | 5 qtrs — |
| 35 | SILVER LAKE ADVISORY, LLC | 37.7K -560.0 (-1.5%) | 2.94M +232.5K (+8.6%) | 0.26% -0.004 pp | 1.14% +0.062 pp | USD65.75 +18.5% | 47 qtrs — |
| 36 | TABR CAPITAL MANAGEMENT, LLC | 37.7K +37.7K (+100.0%) | 2.94M +2.9M (+100.0%) | 0.26% +0.256 pp | 0.76% +0.764 pp | USD77.91 +0.0% | 1 qtrs NEW |
| 37 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 35.5K -658.0 (-1.8%) | 2.77M +210.1K (+8.2%) | 0.24% -0.004 pp | 0.01% +0.001 pp | USD89.92 -13.4% | 16 qtrs — |
| 38 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 34.0K +3.8K (+12.4%) | 2.65M +510.8K (+23.9%) | 0.23% +0.026 pp | 0.01% +0.000 pp | USD76.76 +1.5% | 8 qtrs — |
| 39 | DEAN CAPITAL MANAGEMENT | 33.3K +26.9K (+420.1%) | 2.59M +2.1M (+473.2%) | 0.23% +0.182 pp | 1.10% +0.928 pp | USD78.35 -0.6% | 27 qtrs — |
| 40 | NUVEEN, LLC | 32.9K +— (+0.0%) | 2.56M +237.2K (+10.2%) | 0.22% +0.000 pp | 0.00% +0.000 pp | USD78.88 -1.2% | 4 qtrs — |
| 41 | SWISS NATIONAL BANK | 29.3K +500.0 (+1.7%) | 2.28M +246.9K (+12.1%) | 0.20% +0.004 pp | 0.00% +0.000 pp | USD65.17 +19.5% | 51 qtrs — |
| 42 | UBS GROUP AG | 29.3K +15.9K (+118.3%) | 2.28M +1.3M (+140.6%) | 0.20% +0.108 pp | 0.00% +0.000 pp | USD78.88 -1.2% | 45 qtrs — |
| 43 | CARL P. SHERR & CO., LLC | 28.2K +8.8K (+45.6%) | 2.22M +850.3K (+62.1%) | 0.19% +0.060 pp | 0.99% +0.342 pp | USD83.22 -6.4% | 25 qtrs — |
| 44 | RAYMOND JAMES FINANCIAL INC | 28.1K +3.4K (+14.0%) | 2.19M +446.5K (+25.6%) | 0.19% +0.024 pp | 0.00% +0.000 pp | USD78.59 -0.9% | 5 qtrs — |
| 45 | EXCHANGE TRADED CONCEPTS, LLC | 28.1K +447.0 (+1.6%) | 2.19M +234.2K (+12.0%) | 0.19% +0.003 pp | 0.02% +0.000 pp | USD74.15 +5.1% | 21 qtrs — |
| 46 | AMERIPRISE FINANCIAL INC | 27.0K -10.7K (-28.3%) | 2.11M -559.7K (-21.0%) | 0.18% -0.072 pp | 0.00% 0.000 pp | USD55.37 +40.7% | 55 qtrs — |
| 47 | UBS ASSET MANAGEMENT AMERICAS INC | 23.8K +152.0 (+0.6%) | 1.85M +182.2K (+10.9%) | 0.16% +0.001 pp | 0.00% +0.000 pp | USD77.86 +0.1% | 48 qtrs — |
| 48 | BANK OF AMERICA CORP /DE/ | 23.5K +3.9K (+20.1%) | 1.83M +448.5K (+32.4%) | 0.16% +0.027 pp | 0.00% +0.000 pp | USD78.96 -1.3% | 52 qtrs — |
| 49 | BARCLAYS PLC | 23.5K -912.0 (-3.7%) | 1.83M -165.6K (-8.3%) | 0.16% -0.006 pp | 0.00% 0.000 pp | USD80.46 -3.2% | 51 qtrs — |
| 50 | AMG NATIONAL TRUST BANK | 23.2K +587.0 (+2.6%) | 1.81M +209.2K (+13.1%) | 0.16% +0.004 pp | 0.04% +0.004 pp | USD77.78 +0.2% | 3 qtrs — |
| 51 | CWM, LLC | 23.0K +3.2K (+16.1%) | 1.79M +392.0K (+28.0%) | 0.16% +0.022 pp | 0.00% +0.001 pp | USD78.78 -1.1% | 17 qtrs — |
| 52 | D. E. SHAW & CO., INC. | 21.8K -22.8K (-51.2%) | 1.70M -1.5M (-46.2%) | 0.15% -0.155 pp | 0.00% -0.001 pp | USD74.10 +5.1% | 5 qtrs — |
| 53 | JANE STREET GROUP, LLC | 21.5K -24.6K (-53.3%) | 1.68M -1.6M (-48.5%) | 0.15% -0.167 pp | 0.00% 0.000 pp | USD75.85 +2.7% | 15 qtrs — |
| 54 | NAPLES GLOBAL ADVISORS, LLC | 20.3K -40.0 (-0.2%) | 1.58M +143.7K (+10.0%) | 0.14% 0.000 pp | 0.12% +0.006 pp | USD66.88 +16.5% | 46 qtrs — |
| 55 | MARTINGALE ASSET MANAGEMENT L P | 19.3K -138.0 (-0.7%) | 1.51M +129.8K (+9.4%) | 0.13% -0.001 pp | 0.04% +0.004 pp | USD77.89 +0.0% | 53 qtrs — |
| 56 | QUEST PARTNERS LLC | 19.0K +579.0 (+3.1%) | 1.48M +178.3K (+13.7%) | 0.13% +0.004 pp | 0.08% -0.002 pp | USD76.59 +1.7% | 8 qtrs — |
| 57 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 19.0K -100.0 (-0.5%) | 1.48M +130.0K (+9.6%) | 0.13% -0.001 pp | 0.00% +0.000 pp | USD50.34 +54.8% | 51 qtrs — |
| 58 | ADVISOR GROUP HOLDINGS, INC. | 18.4K -272.0 (-1.5%) | 1.43M +113.7K (+8.6%) | 0.12% -0.002 pp | 0.00% +0.000 pp | USD70.83 +10.0% | 24 qtrs — |
| 59 | LEGATO CAPITAL MANAGEMENT LLC | 17.6K +13.5K (+338.5%) | 1.37M +1.1M (+383.3%) | 0.12% +0.092 pp | 0.12% +0.087 pp | USD78.57 -0.8% | 35 qtrs — |
| 60 | WELLS FARGO & COMPANY/MN | 17.3K +5.2K (+43.3%) | 1.35M +494.1K (+57.9%) | 0.12% +0.036 pp | 0.00% +0.000 pp | USD76.32 +2.1% | 56 qtrs — |
| 61 | ANCHOR CAPITAL ADVISORS LLC | 17.2K +563.0 (+3.4%) | 1.34M +164.1K (+13.9%) | 0.12% +0.004 pp | 0.04% +0.005 pp | USD83.36 -6.5% | 25 qtrs — |
| 62 | QUANTINNO CAPITAL MANAGEMENT LP | 16.7K +3.9K (+30.8%) | 1.30M +398.5K (+44.1%) | 0.11% +0.027 pp | 0.00% +0.000 pp | USD78.52 -0.8% | 4 qtrs — |
| 63 | LINDEN THOMAS ADVISORY SERVICES, LLC | 16.4K -209.0 (-1.3%) | 1.28M +103.9K (+8.8%) | 0.11% -0.001 pp | 0.13% +0.011 pp | USD83.35 -6.5% | 13 qtrs — |
| 64 | POINT72 ASSET MANAGEMENT, L.P. | 16.0K +4.9K (+44.5%) | 1.24M +463.2K (+59.3%) | 0.11% +0.033 pp | 0.00% +0.000 pp | USD72.91 +6.9% | 2 qtrs — |
| 65 | ALLIANCEBERNSTEIN L.P. | 15.9K +— (+0.0%) | 1.24M +114.9K (+10.2%) | 0.11% +0.000 pp | 0.00% +0.000 pp | USD63.53 +22.6% | 61 qtrs — |
| 66 | TREXQUANT INVESTMENT LP | 15.8K -6.2K (-28.0%) | 1.23M -320.8K (-20.6%) | 0.11% -0.042 pp | 0.01% -0.005 pp | USD74.40 +4.7% | 5 qtrs — |
| 67 | HRT FINANCIAL LP | 15.4K -6.3K (-29.1%) | 1.20M -337.0K (-21.9%) | 0.10% -0.043 pp | 0.00% -0.002 pp | USD70.69 +10.2% | 4 qtrs — |
| 68 | Y-INTERCEPT (HONG KONG) LTD | 14.7K +2.5K (+20.2%) | 1.14M +280.2K (+32.4%) | 0.10% +0.017 pp | 0.03% +0.005 pp | USD71.90 +8.4% | 8 qtrs — |
| 69 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14.4K +719.0 (+5.2%) | 1.12M +154.9K (+16.0%) | 0.10% +0.005 pp | 0.00% +0.000 pp | USD55.96 +39.2% | 52 qtrs — |
| 70 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 14.0K +19.0 (+0.1%) | 1.09M +106.0K (+10.7%) | 0.10% +0.000 pp | 0.00% +0.001 pp | USD87.36 -10.8% | 49 qtrs — |
| 71 | PRUDENTIAL FINANCIAL INC | 13.8K -917.0 (-6.2%) | 1.07M +34.7K (+3.3%) | 0.09% -0.006 pp | 0.00% +0.000 pp | USD72.61 +7.3% | 83 qtrs — |
| 72 | MARINER, LLC | 13.7K +6.4K (+85.9%) | 1.07M +549.8K (+105.2%) | 0.09% +0.043 pp | 0.00% +0.001 pp | USD78.71 -1.0% | 9 qtrs — |
| 73 | PANAGORA ASSET MANAGEMENT INC | 12.8K -119.0 (-0.9%) | 1.00M +84.3K (+9.2%) | 0.09% -0.001 pp | 0.00% 0.000 pp | USD78.76 -1.1% | 8 qtrs — |
| 74 | WINTON GROUP LTD | 12.8K -608.0 (-4.5%) | 999.0K +49.6K (+5.2%) | 0.09% -0.004 pp | 0.03% -0.001 pp | USD77.10 +1.1% | 32 qtrs — |
| 75 | FIRST MANHATTAN CO. LLC. | 12.8K +— (+0.0%) | 997.2K +92.4K (+10.2%) | 0.09% +0.000 pp | 0.00% +0.000 pp | USD64.18 +21.4% | 47 qtrs — |
| 76 | MITSUBISHI UFJ ASSET MANAGEMENT (UK) LTD. | 12.5K +— (+0.0%) | 974.0K +90.0K (+10.2%) | 0.08% +0.000 pp | 0.47% +0.048 pp | USD80.27 -2.9% | 26 qtrs — |
| 77 | DEUTSCHE BANK AG\ | 12.4K +53.0 (+0.4%) | 963.7K +93.1K (+10.7%) | 0.08% +0.000 pp | 0.00% +0.000 pp | USD79.38 -1.9% | 50 qtrs — |
| 78 | TWO SIGMA ADVISERS, LP | 11.9K -3.8K (-24.2%) | 927.1K -182.7K (-16.5%) | 0.08% -0.026 pp | 0.00% 0.000 pp | USD73.86 +5.5% | 5 qtrs — |
| 79 | ENTRYPOINT CAPITAL, LLC | 10.9K +2.0K (+22.1%) | 847.2K +217.4K (+34.5%) | 0.07% +0.013 pp | 0.33% +0.087 pp | USD71.99 +8.2% | 2 qtrs — |
| 80 | DAVENPORT & CO LLC | 10.5K -617.0 (-5.6%) | 815.6K +32.9K (+4.2%) | 0.07% -0.004 pp | 0.00% +0.000 pp | USD54.33 +43.4% | 51 qtrs — |
| 81 | THRIVENT FINANCIAL FOR LUTHERANS | 10.2K -511.0 (-4.8%) | 797.0K +37.0K (+4.9%) | 0.07% -0.003 pp | 0.00% 0.000 pp | USD81.27 -4.1% | 60 qtrs — |
| 82 | CERITY PARTNERS LLC | 9.9K +5.5K (+124.8%) | 770.9K +459.8K (+147.8%) | 0.07% +0.037 pp | 0.00% +0.001 pp | USD77.19 +0.9% | 3 qtrs — |
| 83 | MERCER GLOBAL ADVISORS INC /ADV | 9.6K +2.5K (+36.3%) | 744.7K +249.0K (+50.2%) | 0.06% +0.017 pp | 0.00% +0.000 pp | USD75.17 +3.6% | 3 qtrs — |
| 84 | ENGINEERS GATE MANAGER LP | 9.0K +287.0 (+3.3%) | 701.5K +85.3K (+13.8%) | 0.06% +0.002 pp | 0.01% +0.001 pp | USD74.06 +5.2% | 11 qtrs — |
| 85 | SG AMERICAS SECURITIES, LLC | 8.7K +185.0 (+2.2%) | 682.0K +77.0K (+12.7%) | 0.06% +0.001 pp | 0.00% -0.001 pp | USD70.84 +10.0% | 12 qtrs — |
| 86 | GSA CAPITAL PARTNERS LLP | 8.3K +8.3K (+100.0%) | 645.0K +645.0K (+100.0%) | 0.06% +0.056 pp | 0.06% +0.056 pp | USD77.91 +0.0% | 1 qtrs NEW |
| 87 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 8.2K +88.0 (+1.1%) | 640.0K +66.0K (+11.5%) | 0.06% +0.001 pp | 0.01% +0.001 pp | USD85.35 -8.7% | 37 qtrs — |
| 88 | KLP KAPITALFORVALTNING AS | 8.2K +200.0 (+2.5%) | 638.9K +73.3K (+13.0%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD80.25 -2.9% | 5 qtrs — |
| 89 | METLIFE INVESTMENT MANAGEMENT, LLC | 8.1K -596.0 (-6.9%) | 630.4K +16.3K (+2.7%) | 0.05% -0.004 pp | 0.00% +0.000 pp | USD82.48 -5.5% | 33 qtrs — |
| 90 | ILLINOIS MUNICIPAL RETIREMENT FUND | 8.1K +33.0 (+0.4%) | 629.7K +60.7K (+10.7%) | 0.05% +0.000 pp | 0.01% +0.001 pp | USD69.96 +11.4% | 10 qtrs — |
| 91 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8.3K +2.9K (+53.8%) | 627.4K +247.8K (+65.3%) | 0.06% +0.020 pp | 0.00% +0.000 pp | USD73.22 +6.4% | 2 qtrs — |
| 92 | HORIZON INVESTMENTS, LLC | 8.0K +126.0 (+1.6%) | 620.4K +66.4K (+12.0%) | 0.05% +0.001 pp | 0.01% +0.001 pp | USD77.40 +0.7% | 3 qtrs — |
| 93 | BALLENTINE PARTNERS, LLC | 7.8K +4.5K (+133.9%) | 606.8K +371.4K (+157.8%) | 0.05% +0.030 pp | 0.01% +0.005 pp | USD78.54 -0.8% | 3 qtrs — |
| 94 | DIVERSIFIED TRUST CO | 7.5K +4.2K (+126.0%) | 581.8K +348.2K (+149.1%) | 0.05% +0.028 pp | 0.01% +0.006 pp | USD78.34 -0.5% | 4 qtrs — |
| 95 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 6.8K -9.0 (-0.1%) | 533.5K +48.8K (+10.1%) | 0.05% +0.000 pp | 0.00% +0.000 pp | USD76.27 +2.2% | 7 qtrs — |
| 96 | LOUISIANA STATE EMPLOYEES RETIREMENT SYSTEM | 6.8K +— (+0.0%) | 529.8K +49.1K (+10.2%) | 0.05% +0.000 pp | 0.01% +0.001 pp | USD66.07 +17.9% | 49 qtrs — |
| 97 | STATE OF TENNESSEE, TREASURY DEPARTMENT | 6.1K -2.1K (-25.6%) | 477.7K -98.9K (-17.2%) | 0.04% -0.014 pp | 0.00% 0.000 pp | USD73.67 +5.8% | 50 qtrs — |
| 98 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6.1K -481.0 (-7.3%) | 475.4K +10.1K (+2.2%) | 0.04% -0.003 pp | 0.00% +0.000 pp | USD65.74 +18.5% | 51 qtrs — |
| 99 | VERITION FUND MANAGEMENT LLC | 6.1K -5.3K (-46.5%) | 471.8K -328.3K (-41.0%) | 0.04% -0.036 pp | 0.00% -0.001 pp | USD70.69 +10.2% | 4 qtrs — |
| 100 | INSPIRE INVESTING, LLC | 6.0K -377.0 (-5.9%) | 467.1K +16.6K (+3.7%) | 0.04% -0.003 pp | 0.04% -0.002 pp | USD75.96 +2.6% | 18 qtrs — |
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | CresAlta Small and Mid-Cap ETF CVSM | 1.81% | 1.61M | 0.55% |
| 2 | JPMorgan Active Small Cap Value ETF JPSV | 1.07% | 285.5K | 0.55% |
| 3 | ETC 6 Meridian Small Cap Equity ETF SIXS | 1.04% | 1.10M | 0.52% |
| 4 | Invesco S&P SmallCap Low Volatility ETF XSLV | 1.02% | 2.49M | 0.25% |
| 5 | State Street SPDR S&P Global Dividend Aristocrats UCITS ETF GLDV.L | 0.90% | 14.62M | 0.45% |
| 6 | State Street SPDR US Small Cap Low Volatility Index ETF SMLV | 0.48% | 1.23M | 0.12% |
| 7 | Hartford Multifactor Small Cap ETF ROSC | 0.42% | 259.3K | 0.34% |
| 8 | ETC 6 Meridian Low Beta Equity ETF SIXL | 0.41% | 771.0K | 0.47% |
| 9 | Invesco S&P SmallCap Financials ETF PSCF | 0.24% | 65.0K | 0.29% |
| 10 | Inspire Small/Mid Cap ETF ISMD | 0.20% | 673.0K | 0.53% |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-20 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 14,151 | 71.12 | 1.01M | 1,794,655 | I | ↗ |
| 2026-03-17 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 1,199 | 73.06 | 87.6K | 1,808,806 | I | ↗ |
| 2026-03-02 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 27 | 76.19 | 2.1K | 23,447 | D | ↗ |
| 2026-03-02 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 41 | 76.18 | 3.1K | 31,931 | D | ↗ |
| 2026-03-02 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 11,270 | 76.49 | 862.0K | 1,810,005 | I | ↗ |
| 2026-03-02 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 23 | 76.19 | 1.8K | 40,592 | D | ↗ |
| 2026-03-02 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 712 | 76.89 | 54.7K | 117,410 | D | ↗ |
| 2026-03-02 | McConnell Mary Frances | Officer | F-InKind | D | Common Stock | 183 | 76.88 | 14.1K | 9,471 | D | ↗ |
| 2026-03-02 | Lam Brian Siu-Gae | Officer | F-InKind | D | Common Stock | 176 | 76.89 | 13.5K | 9,101 | D | ↗ |
| 2026-03-02 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 185 | 76.89 | 14.2K | 14,963 | D | ↗ |
| 2026-03-02 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 283 | 76.86 | 21.8K | 32,165 | D | ↗ |
| 2026-02-27 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 243 | 77.49 | 18.8K | 23,474 | D | ↗ |
| 2026-02-27 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 475 | 77.42 | 36.8K | 31,972 | D | ↗ |
| 2026-02-27 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 235 | 77.82 | 18.3K | 1,821,275 | I | ↗ |
| 2026-02-27 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 89 | 76.79 | 6.8K | 40,793 | D | ↗ |
| 2026-02-27 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 839 | 77.43 | 65.0K | 118,190 | D | ↗ |
| 2026-02-27 | McConnell Mary Frances | Officer | F-InKind | D | Common Stock | 191 | 77.38 | 14.8K | 9,668 | D | ↗ |
| 2026-02-27 | Lam Brian Siu-Gae | Officer | F-InKind | D | Common Stock | 70 | 76.78 | 5.4K | 9,436 | D | ↗ |
| 2026-02-27 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 72 | 76.79 | 5.5K | 15,312 | D | ↗ |
| 2026-02-27 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 286 | 77.42 | 22.1K | 32,449 | D | ↗ |
| 2026-02-26 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 6,207 | 77.89 | 483.5K | 1,821,510 | I | ↗ |
| 2026-02-25 | Whitford Christopher Thomas | Officer | A-Award | A | Common Stock | 2,581 | 0.00 | — | 21,249 | D | ↗ |
| 2026-02-25 | Varga Stephen Albert | Officer | J-Other | D | Common Stock | 2,420 | 0.00 | — | 27,472 | D | ↗ |
| 2026-02-25 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 2,147 | 78.29 | 168.1K | 1,832,817 | I | ↗ |
| 2026-02-25 | Narciso Paul J | Officer | A-Award | A | Common Stock | 2,477 | 0.00 | — | 41,254 | D | ↗ |
| 2026-02-25 | Murphy George | Director / Officer | J-Other | D | Common Stock | 6,051 | 0.00 | — | 106,383 | D | ↗ |
| 2026-02-25 | Moran Mary Coffey | Director | A-Award | A | Common Stock | 1,083 | 0.00 | — | 7,083 | D | ↗ |
| 2026-02-25 | McConnell Mary Frances | Officer | A-Award | A | Common Stock | 1,721 | 0.00 | — | 7,922 | D | ↗ |
| 2026-02-25 | MEEHAN THALIA | Director | A-Award | A | Common Stock | 1,083 | 0.00 | — | 10,083 | D | ↗ |
| 2026-02-25 | Langwell Dennis J. | Director | A-Award | A | Common Stock | 1,083 | 0.00 | — | 9,083 | D | ↗ |
| 2026-02-25 | Lam Brian Siu-Gae | Officer | J-Other | D | Common Stock | 249 | 0.00 | — | 5,849 | D | ↗ |
| 2026-02-25 | Hiltpold Glenn | Officer | A-Award | A | Common Stock | 1,864 | 0.00 | — | 13,459 | D | ↗ |
| 2026-02-25 | Gray Deborah E | Director | A-Award | A | Common Stock | 1,083 | 0.00 | — | 5,083 | D | ↗ |
| 2026-02-25 | Farina John Daniel Jr. | Director | A-Award | A | Common Stock | 1,083 | 0.00 | — | 5,083 | D | ↗ |
| 2026-02-25 | Drago John Patrick | Officer | A-Award | A | Common Stock | 2,294 | 0.00 | — | 30,395 | D | ↗ |
| 2026-02-25 | Brophy Charles Joseph III | Director | A-Award | A | Common Stock | 1,083 | 0.00 | — | 12,083 | D | ↗ |
| 2026-02-24 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 320 | 76.95 | 24.6K | 23,902 | D | ↗ |
| 2026-02-24 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 102 | 77.43 | 7.9K | 32,447 | D | ↗ |
| 2026-02-24 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 3,231 | 77.14 | 249.2K | 1,834,964 | I | ↗ |
| 2026-02-24 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 333 | 77.00 | 25.6K | 40,921 | D | ↗ |
| 2026-02-24 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 768 | 76.95 | 59.1K | 119,192 | D | ↗ |
| 2026-02-24 | McConnell Mary Frances | Officer | F-InKind | D | Common Stock | 37 | 76.94 | 2.8K | 9,867 | D | ↗ |
| 2026-02-24 | Lam Brian Siu-Gae | Officer | F-InKind | D | Common Stock | 38 | 76.95 | 2.9K | 9,514 | D | ↗ |
| 2026-02-24 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 183 | 76.94 | 14.1K | 15,423 | D | ↗ |
| 2026-02-24 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 249 | 76.94 | 19.2K | 32,788 | D | ↗ |
| 2026-02-23 | SRB CORP | 10% Owner | S-Sale | D | Common Stock | 4,089 | 77.48 | 316.8K | 1,838,195 | I | ↗ |
| 2025-12-18 | Murphy George | Director / Officer | G-Gift | D | Common Stock | 1,000 | 79.92 | 79.9K | 112,434 | D | ↗ |
| 2025-09-18 | Hiltpold Glenn | Officer | P-Purchase | A | Common Stock | 55 | 71.74 | 3.9K | 13,108 | D | ↗ |
| 2025-09-05 | Langwell Dennis J. | Director | P-Purchase | A | Common Stock | 2,000 | 72.39 | 144.8K | 8,000 | D | ↗ |
| 2025-08-11 | Langwell Dennis J. | Director | P-Purchase | A | Common Stock | 2,000 | 71.49 | 143.0K | 6,000 | D | ↗ |
| 2025-02-28 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 166 | 75.40 | 12.5K | 21,087 | D | ↗ |
| 2025-02-28 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 219 | 76.40 | 16.7K | 29,892 | D | ↗ |
| 2025-02-28 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 127 | 76.39 | 9.7K | 39,046 | D | ↗ |
| 2025-02-28 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 296 | 75.40 | 22.3K | 113,919 | D | ↗ |
| 2025-02-28 | McConnell Mary Frances | Officer | F-InKind | D | Common Stock | 89 | 76.37 | 6.8K | 6,476 | D | ↗ |
| 2025-02-28 | Lam Brian Siu-Gae | Officer | F-InKind | D | Common Stock | 99 | 75.50 | 7.5K | 6,191 | D | ↗ |
| 2025-02-28 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 100 | 76.39 | 7.6K | 13,053 | D | ↗ |
| 2025-02-28 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 149 | 75.44 | 11.2K | 30,203 | D | ↗ |
| 2025-02-27 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 451 | 75.82 | 34.2K | 21,253 | D | ↗ |
| 2025-02-27 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 491 | 75.94 | 37.3K | 30,361 | D | ↗ |
| 2025-02-27 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 380 | 75.81 | 28.8K | 39,312 | D | ↗ |
| 2025-02-27 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 812 | 75.87 | 61.6K | 114,215 | D | ↗ |
| 2025-02-27 | McConnell Mary Frances | Officer | F-InKind | D | Common Stock | 46 | 75.48 | 3.5K | 6,673 | D | ↗ |
| 2025-02-27 | Lam Brian Siu-Gae | Officer | F-InKind | D | Common Stock | 49 | 75.92 | 3.7K | 6,290 | D | ↗ |
| 2025-02-27 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 253 | 75.84 | 19.2K | 13,266 | D | ↗ |
| 2025-02-27 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 329 | 75.79 | 24.9K | 30,352 | D | ↗ |
| 2025-02-25 | Whitford Christopher Thomas | Officer | A-Award | A | Common Stock | 2,813 | 0.00 | — | 22,419 | D | ↗ |
| 2025-02-25 | Varga Stephen Albert | Officer | A-Award | A | Common Stock | 2,259 | 0.00 | — | 29,295 | D | ↗ |
| 2025-02-25 | Narciso Paul J | Officer | A-Award | A | Common Stock | 2,318 | 0.00 | — | 40,328 | D | ↗ |
| 2025-02-25 | Murphy George | Director / Officer | A-Award | A | Common Stock | 7,282 | 0.00 | — | 116,683 | D | ↗ |
| 2025-02-25 | Moran Mary Coffey | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 6,000 | D | ↗ |
| 2025-02-25 | McConnell Mary Frances | Officer | F-InKind | D | Common Stock | 76 | 79.53 | 6.0K | 6,719 | D | ↗ |
| 2025-02-25 | MEEHAN THALIA | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 9,000 | D | ↗ |
| 2025-02-25 | Langwell Dennis J. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 4,000 | D | ↗ |
| 2025-02-25 | Lam Brian Siu-Gae | Officer | F-InKind | D | Common Stock | 1 | 77.48 | 77.48 | 6,419 | D | ↗ |
| 2025-02-25 | Hiltpold Glenn | Officer | J-Other | D | Common Stock | 953 | 0.00 | — | 10,251 | D | ↗ |
| 2025-02-25 | Gray Deborah E | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 4,000 | D | ↗ |
| 2025-02-25 | Farina John Daniel Jr. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 4,000 | D | ↗ |
| 2025-02-25 | Drago John Patrick | Officer | A-Award | A | Common Stock | 2,482 | 0.00 | — | 31,218 | D | ↗ |
| 2025-02-25 | Brophy Charles Joseph III | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 11,000 | D | ↗ |
| 2024-09-25 | Lam Brian Siu-Gae | Officer | S-Sale | D | Common Stock | 226 | 81.46 | 18.4K | 3,518 | D | ↗ |
| 2024-09-06 | Hiltpold Glenn | Officer | S-Sale | D | Common Stock | 389 | 84.41 | 32.8K | 11,204 | — | ↗ |
| 2024-08-14 | Whitford Christopher Thomas | Officer | S-Sale | D | Common Stock | 300 | 79.60 | 23.9K | 18,728 | — | ↗ |
| 2024-08-13 | Brophy Charles Joseph III | Director | P-Purchase | A | Common Stock | 1,000 | 78.80 | 78.8K | 10,000 | — | ↗ |
| 2024-07-01 | McConnell Mary Frances | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,911 | — | ↗ |
| 2024-06-12 | Hiltpold Glenn | Officer | S-Sale | D | Common Stock | 338 | 76.75 | 25.9K | 11,593 | — | ↗ |
| 2024-03-06 | Varga Stephen Albert | Officer | S-Sale | D | Common Stock | 900 | 79.35 | 71.4K | 28,465 | — | ↗ |
| 2024-03-04 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 702 | 80.44 | 56.5K | 19,028 | — | ↗ |
| 2024-03-04 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 709 | 80.44 | 57.0K | 29,365 | — | ↗ |
| 2024-03-04 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 710 | 80.44 | 57.1K | 37,462 | — | ↗ |
| 2024-03-04 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 1,530 | 80.44 | 123.1K | 106,617 | — | ↗ |
| 2024-03-04 | McKeown Ann Marie | Officer | F-InKind | D | Common Stock | 504 | 80.44 | 40.5K | 22,269 | — | ↗ |
| 2024-03-04 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 385 | 80.44 | 31.0K | 11,931 | — | ↗ |
| 2024-03-04 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 592 | 80.44 | 47.6K | 27,856 | — | ↗ |
| 2024-03-04 | Berry James | Officer | F-InKind | D | Common Stock | 638 | 80.44 | 51.3K | 22,785 | — | ↗ |
| 2024-03-01 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 919 | 80.37 | 73.9K | 19,730 | — | ↗ |
| 2024-03-01 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 1,006 | 80.37 | 80.9K | 30,074 | — | ↗ |
| 2024-03-01 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 1,010 | 80.37 | 81.2K | 38,172 | — | ↗ |
| 2024-03-01 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 2,077 | 80.37 | 166.9K | 108,147 | — | ↗ |
| 2024-03-01 | McKeown Ann Marie | Officer | F-InKind | D | Common Stock | 714 | 80.37 | 57.4K | 22,773 | — | ↗ |
| 2024-03-01 | Lam Brian Siu-Gae | Officer | — | D | Common Stock | 0 | 0.00 | — | 3,744 | — | ↗ |
| 2024-03-01 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 550 | 80.37 | 44.2K | 12,316 | — | ↗ |
| 2024-03-01 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 842 | 80.37 | 67.7K | 28,448 | — | ↗ |
| 2024-03-01 | Berry James | Officer | F-InKind | D | Common Stock | 865 | 80.37 | 69.5K | 23,423 | — | ↗ |
| 2024-02-27 | Whitford Christopher Thomas | Officer | J-Other | D | Common Stock | 1,319 | 0.00 | — | 16,104 | — | ↗ |
| 2024-02-27 | Varga Stephen Albert | Officer | A-Award | A | Common Stock | 2,234 | 0.00 | — | 28,486 | — | ↗ |
| 2024-02-27 | Narciso Paul J | Officer | A-Award | A | Common Stock | 1,971 | 0.00 | — | 36,892 | — | ↗ |
| 2024-02-27 | Murphy George | Director / Officer | J-Other | D | Common Stock | 2,813 | 0.00 | — | 97,727 | — | ↗ |
| 2024-02-27 | Moran Mary Coffey | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 5,000 | — | ↗ |
| 2024-02-27 | McKeown Ann Marie | Officer | J-Other | D | Common Stock | 1,055 | 0.00 | — | 23,487 | — | ↗ |
| 2024-02-27 | MEEHAN THALIA | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 8,000 | — | ↗ |
| 2024-02-27 | MANNING PETER J | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 6,450 | — | ↗ |
| 2024-02-27 | Langwell Dennis J. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 3,000 | — | ↗ |
| 2024-02-27 | Hiltpold Glenn | Officer | A-Award | A | Common Stock | 1,577 | 0.00 | — | 11,035 | — | ↗ |
| 2024-02-27 | Gray Deborah E | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 3,000 | — | ↗ |
| 2024-02-27 | Farina John Daniel Jr. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 3,000 | — | ↗ |
| 2024-02-27 | Drago John Patrick | Officer | J-Other | D | Common Stock | 1,142 | 0.00 | — | 24,745 | — | ↗ |
| 2024-02-27 | Brophy Charles Joseph III | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 9,000 | — | ↗ |
| 2024-02-27 | Berry James | Officer | J-Other | D | Common Stock | 1,231 | 0.00 | — | 24,288 | — | ↗ |
| 2023-12-08 | Hiltpold Glenn | Officer | S-Sale | D | Common Stock | 283 | 78.88 | 22.3K | 10,161 | — | ↗ |
| 2023-11-15 | Varga Stephen Albert | Officer | G-Gift | D | Common Stock | 131 | 76.56 | 10.0K | 27,658 | — | ↗ |
| 2023-09-07 | Brophy Charles Joseph III | Director | — | D | Common Stock | 0 | 0.00 | — | 8,000 | — | ↗ |
| 2023-08-21 | Langwell Dennis J. | Director | P-Purchase | A | Common Stock | 1,000 | 68.90 | 68.9K | 2,000 | — | ↗ |
| 2023-08-08 | Hiltpold Glenn | Officer | S-Sale | D | Common Stock | 125 | 73.08 | 9.1K | 10,444 | — | ↗ |
| 2023-07-19 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 32,384 | 67.24 | 2.18M | 1,842,284 | — | ↗ |
| 2023-06-14 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 14,338 | 73.79 | 1.06M | 1,809,900 | — | ↗ |
| 2023-06-06 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 9,820 | 73.86 | 725.3K | 1,795,562 | — | ↗ |
| 2023-06-05 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 25,400 | 73.72 | 1.87M | 1,785,742 | — | ↗ |
| 2023-06-02 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 1,397 | 73.98 | 103.4K | 1,760,342 | — | ↗ |
| 2023-06-01 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 6,800 | 72.78 | 494.9K | 1,758,945 | — | ↗ |
| 2023-05-31 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 19,594 | 73.86 | 1.45M | 1,752,145 | — | ↗ |
| 2023-05-30 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 716 | 72.00 | 51.6K | 1,715,931 | — | ↗ |
| 2023-05-26 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 1,348 | 71.87 | 96.9K | 1,715,215 | — | ↗ |
| 2023-05-25 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 3,545 | 71.87 | 254.8K | 1,713,867 | — | ↗ |
| 2023-05-24 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 26,651 | 72.34 | 1.93M | 1,710,322 | — | ↗ |
| 2023-05-23 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 100 | 73.00 | 7.3K | 1,683,671 | — | ↗ |
| 2023-05-23 | MANNING PETER J | Director | S-Sale | D | Common Stock | 550 | 73.43 | 40.4K | 5,450 | — | ↗ |
| 2023-05-22 | SRB CORP | 10% Owner | P-Purchase | A | Common Stock | 8,789 | 72.80 | 639.8K | 1,683,571 | — | ↗ |
| 2023-05-17 | Langwell Dennis J. | Director | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2023-03-03 | Berry James | Officer | S-Sale | D | Common Stock | 1,543 | 79.47 | 122.6K | 25,632 | — | ↗ |
| 2023-03-01 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 268 | 80.00 | 21.4K | 17,483 | — | ↗ |
| 2023-03-01 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 358 | 80.00 | 28.6K | 27,988 | — | ↗ |
| 2023-03-01 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 291 | 80.00 | 23.3K | 36,327 | — | ↗ |
| 2023-03-01 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 716 | 80.00 | 57.3K | 100,540 | — | ↗ |
| 2023-03-01 | McKeown Ann Marie | Officer | F-InKind | D | Common Stock | 278 | 80.00 | 22.2K | 24,542 | — | ↗ |
| 2023-03-01 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 52 | 80.00 | 4.2K | 10,569 | — | ↗ |
| 2023-03-01 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 291 | 80.00 | 23.3K | 25,887 | — | ↗ |
| 2023-03-01 | Berry James | Officer | S-Sale | D | Common Stock | 438 | 80.00 | 35.0K | 28,437 | — | ↗ |
| 2023-02-27 | Whitford Christopher Thomas | Officer | S-Sale | D | Common Stock | 54 | 81.30 | 4.4K | 17,751 | — | ↗ |
| 2023-02-27 | Varga Stephen Albert | Officer | S-Sale | D | Common Stock | 170 | 81.30 | 13.8K | 28,346 | — | ↗ |
| 2023-02-27 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 307 | 81.30 | 25.0K | 36,618 | — | ↗ |
| 2023-02-27 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 888 | 82.06 | 72.9K | 101,256 | — | ↗ |
| 2023-02-27 | McKeown Ann Marie | Officer | F-InKind | D | Common Stock | 220 | 81.30 | 17.9K | 24,820 | — | ↗ |
| 2023-02-27 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 146 | 81.30 | 11.9K | 10,621 | — | ↗ |
| 2023-02-27 | Drago John Patrick | Officer | F-InKind | A | Common Stock | 249 | 81.30 | 20.2K | 26,178 | — | ↗ |
| 2023-02-27 | Berry James | Officer | S-Sale | D | Common Stock | 328 | 81.30 | 26.7K | 29,233 | — | ↗ |
| 2023-02-24 | Whitford Christopher Thomas | Officer | S-Sale | D | Common Stock | 74 | 79.54 | 5.9K | 18,046 | — | ↗ |
| 2023-02-24 | Varga Stephen Albert | Officer | S-Sale | D | Common Stock | 550 | 81.56 | 44.9K | 28,823 | — | ↗ |
| 2023-02-24 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 268 | 79.51 | 21.3K | 36,925 | — | ↗ |
| 2023-02-24 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 644 | 79.51 | 51.2K | 104,494 | — | ↗ |
| 2023-02-24 | McKeown Ann Marie | Officer | F-InKind | D | Common Stock | 188 | 79.51 | 14.9K | 25,040 | — | ↗ |
| 2023-02-24 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 171 | 79.51 | 13.6K | 10,767 | — | ↗ |
| 2023-02-24 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 232 | 79.51 | 18.4K | 26,427 | — | ↗ |
| 2023-02-24 | Berry James | Officer | F-InKind | D | Common Stock | 250 | 79.51 | 19.9K | 30,135 | — | ↗ |
| 2023-02-23 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 984 | 80.01 | 78.7K | 18,670 | — | ↗ |
| 2023-02-23 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 1,067 | 80.01 | 85.4K | 37,193 | — | ↗ |
| 2023-02-23 | McKeown Ann Marie | Officer | F-InKind | D | Common Stock | 1,019 | 80.01 | 81.5K | 25,228 | — | ↗ |
| 2023-02-23 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 148 | 80.01 | 11.8K | 10,938 | — | ↗ |
| 2023-02-23 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 1,067 | 80.01 | 85.4K | 26,659 | — | ↗ |
| 2023-02-22 | Whitford Christopher Thomas | Officer | J-Other | A | Common Stock | 387 | 0.00 | — | 15,447 | — | ↗ |
| 2023-02-22 | Varga Stephen Albert | Officer | J-Other | A | Common Stock | 516 | 0.00 | — | 26,795 | — | ↗ |
| 2023-02-22 | Narciso Paul J | Officer | J-Other | A | Common Stock | 419 | 0.00 | — | 33,772 | — | ↗ |
| 2023-02-22 | Murphy George | Director / Officer | A-Award | A | Common Stock | 6,051 | 0.00 | — | 105,138 | — | ↗ |
| 2023-02-22 | Moran Mary Coffey | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 4,000 | — | ↗ |
| 2023-02-22 | McKeown Ann Marie | Officer | J-Other | A | Common Stock | 419 | 0.00 | — | 23,442 | — | ↗ |
| 2023-02-22 | MEEHAN THALIA | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 7,000 | — | ↗ |
| 2023-02-22 | MANNING PETER J | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 6,000 | — | ↗ |
| 2023-02-22 | Hiltpold Glenn | Officer | J-Other | A | Common Stock | 60 | 0.00 | — | 8,281 | — | ↗ |
| 2023-02-22 | Gray Deborah E | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 2,000 | — | ↗ |
| 2023-02-22 | Farina John Daniel Jr. | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 2,000 | — | ↗ |
| 2023-02-22 | Drago John Patrick | Officer | A-Award | A | Common Stock | 1,680 | 0.00 | — | 25,759 | — | ↗ |
| 2023-02-22 | Berry James | Officer | A-Award | A | Common Stock | 2,118 | 0.00 | — | 30,385 | — | ↗ |
| 2023-02-22 | BRUSSARD DAVID F | Director | A-Award | A | Common Stock | 1,000 | 0.00 | — | 3,000 | — | ↗ |
| 2022-11-08 | Varga Stephen Albert | Director | G-Gift | D | Common Stock | 120 | 0.00 | — | 26,279 | — | ↗ |
| 2022-08-12 | Hiltpold Glenn | Director | S-Sale | D | Common Stock | 383 | 93.36 | 35.8K | 8,221 | — | ↗ |
| 2022-06-02 | MANNING PETER J | Director | S-Sale | D | Common Stock | 2,000 | 90.93 | 181.9K | 5,000 | — | ↗ |
| 2022-03-24 | Gray Deborah E | Director | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2022-03-24 | Farina John Daniel Jr. | Director | — | D | Common Stock | 0 | 0.00 | — | 1,000 | — | ↗ |
| 2022-03-22 | Hiltpold Glenn | Officer | A-Award | A | Common Stock | 50 | 88.66 | 4.4K | 8,604 | — | ↗ |
| 2022-03-04 | Lindeberg Frederic H | Director | S-Sale | D | Common Stock | 3,000 | 84.50 | 253.5K | 23,800 | — | ↗ |
| 2022-02-28 | Whitford Christopher Thomas | Officer | F-InKind | D | Common Stock | 334 | 82.98 | 27.7K | 15,357 | — | ↗ |
| 2022-02-28 | Varga Stephen Albert | Officer | S-Sale | D | Common Stock | 331 | 82.98 | 27.5K | 26,399 | — | ↗ |
| 2022-02-28 | Narciso Paul J | Officer | F-InKind | D | Common Stock | 547 | 82.98 | 45.4K | 33,353 | — | ↗ |
| 2022-02-28 | Murphy George | Director / Officer | F-InKind | D | Common Stock | 1,237 | 82.98 | 102.6K | 92,887 | — | ↗ |
| 2022-02-28 | McKeown Ann Marie | Officer | F-InKind | D | Common Stock | 481 | 82.98 | 39.9K | 23,023 | — | ↗ |
| 2022-02-28 | Hiltpold Glenn | Officer | F-InKind | D | Common Stock | 89 | 82.98 | 7.4K | 8,554 | — | ↗ |
| 2022-02-28 | Drago John Patrick | Officer | F-InKind | D | Common Stock | 502 | 82.98 | 41.7K | 23,660 | — | ↗ |
| 2022-02-28 | Berry James | Officer | S-Sale | D | Common Stock | 756 | 82.98 | 62.7K | 25,942 | — | ↗ |
| 2022-02-25 | Whitford Christopher Thomas | Officer | S-Sale | D | Common Stock | 63 | 83.37 | 5.3K | 15,691 | — | ↗ |
| 2022-02-25 | Varga Stephen Albert | Officer | F-InKind | D | Common Stock | 307 | 83.37 | 25.6K | 27,497 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2014 | David F. Brussard President, CEO and Chairman of the Board | 828.4K | — | 605.0K | — | 828.4K | 593.7K | 3.35M | 18.06% | ↗ |
| 2 | 2014 | William J. Begley, Jr. | 400.0K | — | 247.5K | — | 300.0K | 225.0K | 1.38M | 18.00% | ↗ |
| 3 | 2014 | George M. Murphy Vice President | 350.0K | — | 275.0K | — | 262.5K | 206.3K | 1.32M | 20.85% | ↗ |
| 4 | 2014 | James D. Berry | 263.7K | — | 206.3K | — | 197.8K | 170.0K | 1.01M | 20.49% | ↗ |
| 5 | 2014 | Edward N. Patrick, Jr. | 358.4K | — | 41.3K | — | 268.8K | 190.6K | 892.8K | 4.62% | ↗ |
| 6 | 2013 | David F. Brussard President, CEO and Chairman of the Board | 821.0K | — | 605.0K | — | 985.2K | 619.5K | 3.53M | 17.16% | ↗ |
| 7 | 2013 | William J. Begley, Jr. | 337.9K | — | 247.5K | — | 304.1K | 212.3K | 1.30M | 18.98% | ↗ |
| 8 | 2013 | Daniel D. Loranger Vice President | 403.6K | — | 123.8K | — | 363.3K | 215.1K | 1.21M | 10.25% | ↗ |
| 9 | 2013 | George M. Murphy Vice President | 279.8K | — | 233.8K | — | 251.8K | 195.1K | 1.15M | 20.30% | ↗ |
| 10 | 2013 | Edward N. Patrick, Jr. | 355.2K | — | 123.8K | — | 319.7K | 198.4K | 1.10M | 11.27% | ↗ |
| 11 | 2013 | James D. Berry | 261.3K | — | 206.3K | — | 235.2K | 51.5K | 923.1K | 22.34% | ↗ |
| 12 | 2012 | David F. Brussard President, CEO and Chairman of the Board | 804.9K | — | — | — | 973.7K | 555.4K | 3.48M | 0.00% | ↗ |
| 13 | 2012 | William J. Begley, Jr. | 331.3K | — | — | — | 296.8K | 194.0K | 1.22M | 0.00% | ↗ |
| 14 | 2012 | Daniel D. Loranger Vice President | 395.7K | — | — | — | 354.6K | 200.8K | 1.20M | 0.00% | ↗ |
| 15 | 2012 | George M. Murphy Vice President | 274.3K | — | — | — | 245.8K | 176.5K | 1.12M | 0.00% | ↗ |
| 16 | 2012 | Edward N. Patrick, Jr. | 348.2K | — | — | — | 312.1K | 171.5K | 1.08M | 0.00% | ↗ |
| 17 | 2012 | James D. Berry | 232.9K | — | — | — | 208.7K | 54.0K | 820.7K | 0.00% | ↗ |
| 18 | 2011 | David F. Brussard President, CEO and Chairman of the Board | 782.3K | — | 1.20M | — | — | 294.6K | 2.28M | 52.71% | ↗ |
| 19 | 2011 | David F. Brussard President, CEO and Chairman of the Board | 782.3K | — | — | — | — | 294.6K | 2.28M | 0.00% | ↗ |
| 20 | 2011 | William J. Begley, Jr. Vice President, CFO and Secretary | 321.9K | — | 400.0K | — | — | 97.0K | 818.9K | 48.84% | ↗ |
| 21 | 2011 | William J. Begley, Jr. | 321.9K | — | — | — | — | 97.0K | 818.9K | 0.00% | ↗ |
| 22 | 2011 | George M. Murphy Vice President | 266.6K | — | — | — | — | 87.9K | 779.4K | 0.00% | ↗ |
| 23 | 2011 | George M. Murphy Vice President | 266.6K | — | 425.0K | — | — | 87.9K | 779.4K | 54.53% | ↗ |
| 24 | 2011 | Daniel D. Loranger Vice President | 384.5K | — | 250.0K | — | — | 113.1K | 747.6K | 33.44% | ↗ |
| 25 | 2011 | Daniel D. Loranger Vice President | 384.5K | — | — | — | — | 113.1K | 747.6K | 0.00% | ↗ |
| 26 | 2011 | Edward N. Patrick, Jr. | 338.4K | — | — | — | — | 91.3K | 679.7K | 0.00% | ↗ |
| 27 | 2011 | Edward N. Patrick, Jr. Vice President | 338.4K | — | 250.0K | — | — | 91.3K | 679.7K | 36.78% | ↗ |
| 28 | 2010 | David F. Brussard President, CEO and Chairman of the Board | 777.6K | — | 1.20M | — | 576.9K | 555.9K | 3.11M | 38.58% | ↗ |
| 29 | 2010 | David F. Brussard President, CEO and Chairman of the Board | 777.6K | — | 1.20M | — | 576.9K | 555.9K | 3.11M | 38.58% | ↗ |
| 30 | 2010 | Daniel D. Loranger Vice President | 382.2K | — | 250.0K | — | 210.1K | 217.2K | 1.06M | 23.59% | ↗ |
| 31 | 2010 | Daniel D. Loranger Vice President | 382.2K | — | 250.0K | — | 210.1K | 217.2K | 1.06M | 23.59% | ↗ |
| 32 | 2010 | William J. Begley, Jr. | 320.0K | — | 375.0K | — | 175.9K | 182.0K | 1.05M | 35.62% | ↗ |
| 33 | 2010 | William J. Begley, Jr. Vice President, CFO and Secretary | 320.0K | — | 375.0K | — | 175.9K | 182.0K | 1.05M | 35.62% | ↗ |
| 34 | 2010 | Edward N. Patrick, Jr. | 336.4K | — | 250.0K | — | 184.9K | 187.2K | 958.5K | 26.08% | ↗ |
| 35 | 2010 | Edward N. Patrick, Jr. Vice President | 336.4K | — | 250.0K | — | 184.9K | 187.2K | 958.5K | 26.08% | ↗ |
| 36 | 2010 | George M. Murphy Vice President | 265.0K | — | 350.0K | — | 145.7K | 139.6K | 900.3K | 38.88% | ↗ |
| 37 | 2010 | George M. Murphy Vice President | 265.0K | — | 350.0K | — | 145.7K | 139.6K | 900.3K | 38.88% | ↗ |
| 38 | 2009 | David F. Brussard President, CEO and Chairman of the Board | 763.8K | — | 1.05M | — | 409.4K | 537.8K | 2.76M | 38.03% | ↗ |
| 39 | 2009 | Daniel D. Loranger Vice President | 375.5K | — | 300.0K | — | 150.9K | 225.6K | 1.05M | 28.52% | ↗ |
| 40 | 2009 | Edward N. Patrick, Jr. Vice President | 330.5K | — | 300.0K | — | 132.8K | 193.2K | 956.5K | 31.36% | ↗ |
| 41 | 2009 | William J. Begley, Jr. Vice President, CFO and Secretary | 285.4K | — | 300.0K | — | 114.7K | 171.7K | 871.8K | 34.41% | ↗ |
| 42 | 2009 | George M. Murphy Vice President | 225.0K | — | 275.0K | — | 90.5K | 115.0K | 705.5K | 38.98% | ↗ |
| 43 | 2008 | David F. Brussard President, CEO and Chairman of the Board | 758.5K | — | 1.05M | — | 509.7K | 630.1K | 2.95M | 35.61% | ↗ |
| 44 | 2008 | Daniel D. Loranger Vice President | 372.9K | — | 300.0K | — | 187.9K | 256.3K | 1.12M | 26.86% | ↗ |
| 45 | 2008 | Edward N. Patrick, Jr. Vice President | 328.2K | — | 300.0K | — | 165.4K | 229.9K | 1.02M | 29.31% | ↗ |
| 46 | 2008 | William J. Begley, Jr. Vice President, CFO and Secretary | 283.5K | — | 300.0K | — | 142.9K | 195.7K | 922.0K | 32.54% | ↗ |
| 47 | 2008 | George M. Murphy Vice President | 187.9K | — | 250.0K | — | 94.9K | 105.8K | 638.6K | 39.15% | ↗ |
| 48 | 2008 | David E. Krupa Vice President | 210.8K | — | 149.0K | — | 106.2K | 112.6K | 578.6K | 25.76% | ↗ |
| 49 | 2007 | David F. Brussard President, CEO and Chairman of the Board | 729.7K | — | 1.20M | — | 753.1K | 750.5K | 3.43M | 34.95% | ↗ |
| 50 | 2007 | Daniel D. Loranger Vice President | 356.8K | — | 343.3K | 40.8K | 276.1K | 289.8K | 1.31M | 29.40% | ↗ |
| 51 | 2007 | Edward N. Patrick, Jr. Vice President | 313.5K | — | 335.1K | 27.2K | 242.7K | 244.0K | 1.16M | 31.17% | ↗ |
| 52 | 2007 | William J. Begley, Jr. Vice President, CFO and Secretary | 270.3K | — | 375.0K | — | 209.2K | 231.2K | 1.09M | 34.54% | ↗ |
| 53 | 2007 | David E. Krupa Vice President | 200.0K | — | 120.5K | 16.3K | 154.8K | 133.2K | 624.8K | 21.90% | ↗ |
| 54 | 2006 | David F. Brussard President, CEO and Chairman of the Board | 714.7K | — | 698.4K | — | 857.6K | 876.6K | 3.30M | 21.14% | ↗ |
| 55 | 2006 | David F. Brussard President, CEO and Chairman of the Board | 714.7K | — | 698.4K | 156.4K | 857.6K | 876.6K | 3.30M | 25.87% | ↗ |
| 56 | 2006 | Daniel D. Loranger Vice President | 349.4K | — | 265.4K | — | 314.5K | 381.9K | 1.37M | 19.42% | ↗ |
| 57 | 2006 | Edward N. Patrick, Jr. | 307.1K | — | 233.5K | — | 276.4K | 312.4K | 1.16M | 20.05% | ↗ |
| 58 | 2006 | William J. Begley, Jr. | 264.7K | — | 191.3K | — | 238.2K | 267.7K | 997.3K | 19.18% | ↗ |
| 59 | 2006 | William J. Begley, Jr. Vice President, CFO and Secretary | 264.7K | — | 191.3K | 35.4K | 238.2K | 267.7K | 997.3K | 22.73% | ↗ |
| 60 | 2006 | David E. Krupa Vice President | 195.9K | — | 75.4K | — | 176.3K | 172.1K | 637.6K | 11.83% | ↗ |
| 61 | 2005 | David F. Brussard President, CEO and Chairman of the Board | 691.9K | 830.3K | 800.0K | — | — | 738.9K | 3.06M | 26.14% | ↗ |
| 62 | 2005 | Daniel D. Loranger Vice President | 338.3K | 304.4K | 300.0K | — | — | 333.8K | 1.28M | 23.50% | ↗ |
| 63 | 2005 | Edward N. Patrick, Jr. Vice President | 297.3K | 267.5K | 300.0K | — | — | 270.6K | 1.14M | 26.42% | ↗ |
| 64 | 2005 | William J. Begley, Jr. Vice President, CFO and Secretary | 256.3K | 230.6K | 220.0K | — | — | 236.8K | 943.7K | 23.31% | ↗ |
| 65 | 2005 | David E. Krupa Vice President | 189.6K | 170.7K | 80.0K | — | — | 131.1K | 571.4K | 14.00% | ↗ |
| 66 | 2004 | David F. Brussard President, CEO and Chairman of the Board | 675.0K | 770.0K | 575.0K | — | — | 315.6K | 2.34M | 24.62% | ↗ |
| 67 | 2004 | David F. Brussard President, CEO and Chairman of the Board | 675.0K | 770.0K | 575.0K | — | — | 315.6K | 2.34M | 24.62% | ↗ |
| 68 | 2004 | Daniel D. Loranger Vice President | 330.0K | 300.0K | 225.0K | — | — | 162.3K | 1.02M | 22.12% | ↗ |
| 69 | 2004 | Daniel D. Loranger Vice President | 330.0K | 300.0K | 225.0K | — | — | 162.3K | 1.02M | 22.12% | ↗ |
| 70 | 2004 | Edward N. Patrick, Jr. Vice President | 290.0K | 264.0K | 140.0K | — | — | 125.3K | 819.3K | 17.09% | ↗ |
| 71 | 2004 | Edward N. Patrick, Jr. Vice President | 290.0K | 264.0K | 140.0K | — | — | 125.3K | 819.3K | 17.09% | ↗ |
| 72 | 2004 | Daniel F. Crimmins Vice President | 245.0K | 223.0K | 140.0K | — | — | 123.6K | 731.6K | 19.14% | ↗ |
| 73 | 2004 | William J. Begley, Jr. Vice President, CFO and Secretary | 250.0K | 227.0K | 140.0K | — | — | 106.3K | 723.3K | 19.36% | ↗ |
| 74 | 2004 | William J. Begley, Jr. Vice President, CFO and Secretary | 250.0K | 227.0K | 140.0K | — | — | 106.3K | 723.3K | 19.36% | ↗ |
| 75 | 2004 | David E. Krupa Vice President | 185.0K | 111.0K | 40.0K | — | — | 79.5K | 415.5K | 9.63% | ↗ |
| 76 | 2003 | David F. Brussard President, CEO and Chairman of the Board | 535.1K | 476.4K | — | — | — | 243.5K | 1.25M | 0.00% | ↗ |
| 77 | 2003 | David F. Brussard President, CEO and Chairman of the Board | 535.1K | 476.4K | — | 124.5K | — | 243.5K | 1.25M | 9.92% | ↗ |
| 78 | 2003 | David F. Brussard President and Chief Executive Officer | 535.1K | 476.4K | — | 124.5K | — | 243.5K | 1.25M | 9.92% | ↗ |
| 79 | 2003 | Daniel D. Loranger Vice President | 252.6K | 222.7K | — | — | — | 97.9K | 573.2K | 0.00% | ↗ |
| 80 | 2003 | Daniel D. Loranger Vice President | 252.6K | 222.7K | — | 58.2K | — | 97.9K | 573.2K | 10.15% | ↗ |
| 81 | 2003 | Edward N. Patrick, Jr. Vice President | 241.4K | 151.8K | — | 30.5K | — | 88.2K | 481.4K | 6.33% | ↗ |
| 82 | 2003 | Edward N. Patrick, Jr. Vice President | 241.4K | 151.8K | — | — | — | 88.2K | 481.4K | 0.00% | ↗ |
| 83 | 2003 | Daniel F. Crimmins Vice President | 174.0K | 165.5K | — | 41.9K | — | 73.8K | 413.2K | 10.13% | ↗ |
| 84 | 2003 | William J. Begley, Jr. Vice President, Chief Financial Officer, and Secretary | 156.0K | 139.4K | — | 30.5K | — | 59.0K | 354.4K | 8.59% | ↗ |
| 85 | 2003 | William J. Begley, Jr. Vice President, CFO and Secretary | 156.0K | 139.4K | — | — | — | 59.0K | 354.4K | 0.00% | ↗ |
| 86 | 2003 | William J. Begley, Jr. Vice President, CFO and Secretary | 156.0K | 139.4K | — | 30.5K | — | 59.0K | 354.4K | 8.59% | ↗ |
| 87 | 2003 | David E. Krupa Vice President | 166.7K | 23.3K | — | — | — | 53.3K | 243.3K | 0.00% | ↗ |
| 88 | 2002 | David F. Brussard President and Chief Executive Officer | 513.3K | 391.9K | — | 166.1K | — | 162.4K | 1.07M | 15.55% | ↗ |
| 89 | 2002 | David F. Brussard President, CEO and Chairman of the Board | 513.3K | 391.9K | — | 166.1K | — | 162.4K | 1.07M | 15.55% | ↗ |
| 90 | 2002 | Daniel D. Loranger Vice President | 242.3K | 157.2K | — | 55.4K | — | 64.2K | 463.7K | 11.94% | ↗ |
| 91 | 2002 | Edward N. Patrick, Jr. Vice President | 231.5K | 136.1K | — | 36.9K | — | 57.6K | 425.2K | 8.68% | ↗ |
| 92 | 2002 | Daniel F. Crimmins Vice President | 166.9K | 112.6K | — | 29.5K | — | 55.3K | 334.8K | 8.82% | ↗ |
| 93 | 2002 | William J. Begley, Jr. Vice President, CFO and Secretary | 148.1K | 101.2K | — | 36.9K | — | 53.6K | 302.8K | 12.18% | ↗ |
| 94 | 2002 | William J. Begley, Jr. Vice President, Chief Financial Officer, and Secretary | 148.1K | 101.2K | — | 36.9K | — | 53.6K | 302.8K | 12.18% | ↗ |
| 95 | 2001 | David F. Brussard President and Chief Executive Officer | 500.5K | 758.8K | — | 36.5K | — | 1.06M | 2.32M | 1.57% | ↗ |
| 96 | 2001 | Daniel D. Loranger Vice President | 236.3K | 151.8K | — | 18.2K | — | 541.5K | 929.5K | 1.96% | ↗ |
| 97 | 2001 | Edward N. Patrick, Jr. Vice President | 225.8K | 151.8K | — | 14.1K | — | 532.4K | 909.9K | 1.55% | ↗ |
| 98 | 2001 | William J. Begley, Jr. Vice President, Chief Financial Officer, and Secretary | 127.1K | 151.8K | — | 6.7K | — | 265.3K | 544.1K | 1.23% | ↗ |
| 99 | 2001 | Daniel F. Crimmins Vice President | 162.8K | — | — | 9.9K | — | 361.7K | 524.5K | 1.89% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| George Michael Murphy | President, Chief Executive Officer & Chairperson of the Board | 3M | male |
| Christopher Thomas Whitford | Vice President, Chief Financial Officer & Secretary | 1M | male |
| John Patrick Drago | Vice President of Marketing | 743.7K | male |
| Mary Frances McConnell | Vice President of Underwriting | 502.6K | female |
| Brian Siu-Gae Lam | Vice President of Insurance Operations | — | male |
| Glenn Robert Hiltpold | Vice President of Actuarial Services | — | male |
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Community Opinion for SAFT
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

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