Stifel Financial Corp (SF)
Saint Louis, MO, US
Stifel Financial Corp. operates as the bank holding company for Stifel, Nicolaus & Company, Incorporated that provides retail and institutional wealth management, and investment banking services to individual, corporations, municipalities, and institutions in the United States, the United Kingdom, Canada, and internationally. It operates in three segments: Global Wealth Management, Institutional Group, and Other. The company provides private client services, including securities transaction and financial planning services; securities brokerage services, such as the sale of equities, mutual funds, fixed income products, and insurance; institutional equity and fixed income sales, trading and research, and municipal finance services; investment banking services, such as mergers and acquisitions, public offerings, and private placements; and retail and commercial banking services comprising personal and commercial lending programs, as well as deposit accounts. It participates in and manages underwritings for corporate and public finance; and offers financial advisory and securities brokerage services. The company was founded in 1890 and is headquartered in Saint Louis, Missouri.
Based on only 1 article — low confidence
- Stifel Tops JD Power Study for Fourth Straight Year GlobeNewsWire
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| -0.28% | -3.28% | -10.99% | -5.27% | -13.75% | -15.97% | +13.02% | +89.34% | +50.70% | +317.81% | +4,840.14% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | -1 |
| Buy | 2 | -1 |
| Hold | 5 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | 1 |
89.00
+18.4%
|
| Last Year | 7 |
92.52
+23.0%
|
| All Time | 50 |
54.01
-28.2%
|
-
Revenue growth Investment - Banking & Investment Services: +23.9%+6.9% Q1'26: +14.7% (vs Q1'25)
-
EPS growth Investment - Banking & Investment Services: +31.6%-5.9% Q1'26: +484.6% (vs Q1'25)
-
FCF margin FCF growth · Investment - Banking & Investment Services: +22.1%+0.9% Q1'26: -23.4% (vs Q1'25)
-
EBIT margin Investment - Banking & Investment Services: +33.7%+13.8% Q1'26: +30.8% (vs Q1'25)
-
ROIC Investment - Banking & Investment Services: +2.7%+11.6% ★ Q1'26: +26.7% (vs Q1'25)
-
Share dilution Investment - Banking & Investment Services: +0.1%-0.6% ★ Q1'26: -0.3% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Investment - Banking & Investment Services: -0.48×2.33× Q1'26: 1.61× (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 2001 actual |
Dec 2008 actual |
Dec 2009 actual |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 4 Rev. Ana. 4 EPS Ana. |
Dec 2027 4 Rev. Ana. 4 EPS Ana. |
Dec 2028 3 Rev. Ana. 1 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
189.62M
est: 312.27M (-39.3%)
|
888.85M
est: 767.49M (+15.8%)
|
1.10B
est: 1.01B (+9.3%)
|
1.37B
est: 1.25B (+9.4%)
|
1.39B
est: 1.59B (-12.6%)
|
1.60B
est: 1.61B (-0.9%)
|
1.98B
est: 1.89B (+4.9%)
|
2.21B
est: 2.27B (-2.7%)
|
2.33B
est: 2.37B (-1.6%)
|
2.60B
est: 2.57B (+1.3%)
|
2.95B
est: 2.86B (+3.3%)
|
3.15B
est: 3.00B (+5.2%)
|
3.47B
est: 3.25B (+6.8%)
|
3.76B
est: 3.65B (+3.1%)
|
4.72B
est: 4.65B (+1.6%)
|
4.54B
est: 4.38B (+3.5%)
|
5.10B
est: 4.38B (+16.5%)
|
5.89B
est: 4.89B (+20.4%)
|
6.30B
est: 5.46B (+15.3%)
|
6.03B
5.96B – 6.10B
+10.3% YoY
|
6.57B
6.33B – 6.93B
+8.9% YoY
|
7.14B
6.88B – 7.40B
+8.7% YoY
|
7.59B
7.38B – 7.84B
+6.4% YoY
|
| EBITDA |
14.94M
est: 32.50M (-54.0%)
|
108.80M
est: 118.85M (-8.5%)
|
146.39M
est: 141.59M (+3.4%)
|
29.13M
est: 40.93M (-28.8%)
|
171.73M
est: 216.09M (-20.5%)
|
264.71M
est: 282.39M (-6.3%)
|
231.35M
est: 243.91M (-5.2%)
|
332.44M
est: 373.91M (-11.1%)
|
188.71M
est: 260.89M (-27.7%)
|
200.16M
est: 238.52M (-16.1%)
|
314.17M
est: 346.15M (-9.2%)
|
574.82M
est: 703.36M (-18.3%)
|
653.52M
est: 767.76M (-14.9%)
|
711.64M
est: 614.60M (+15.8%)
|
1.13B
est: 898.55M (+25.9%)
|
955.33M
est: 934.91M (+2.2%)
|
788.15M
est: 810.33M (-2.7%)
|
1.01B
est: 905.15M (+12.1%)
|
933.50M
est: 1.01B (-7.6%)
|
1.12B
1.10B – 1.13B
+10.3% YoY
|
1.21B
1.17B – 1.28B
+8.9% YoY
|
1.32B
1.27B – 1.37B
+8.7% YoY
|
1.41B
1.37B – 1.45B
+6.4% YoY
|
| EBIT |
3.39M
est: 55.61M (-93.9%)
|
91.77M
est: 136.67M (-32.9%)
|
120.41M
est: 179.65M (-33.0%)
|
-229.0K
est: 222.87M (-100.1%)
|
138.15M
est: 283.86M (-51.3%)
|
229.75M
est: 287.09M (-20.0%)
|
185.23M
est: 336.63M (-45.0%)
|
290.79M
est: 404.88M (-28.2%)
|
141.57M
est: 422.27M (-66.5%)
|
142.58M
est: 456.86M (-68.8%)
|
269.54M
est: 509.06M (-47.1%)
|
534.36M
est: 533.67M (+0.1%)
|
599.14M
est: 578.77M (+3.5%)
|
651.16M
est: 649.77M (+0.2%)
|
1.07B
est: 828.20M (+28.8%)
|
885.12M
est: 1.34B (-34.0%)
|
706.69M
est: 749.49M (-5.7%)
|
928.44M
est: 837.19M (+10.9%)
|
871.14M
est: 934.88M (-6.8%)
|
1.03B
1.02B – 1.04B
+10.3% YoY
|
1.12B
1.08B – 1.19B
+8.9% YoY
|
1.22B
1.18B – 1.27B
+8.7% YoY
|
1.30B
1.26B – 1.34B
+6.4% YoY
|
| Net Income |
2.01M
est: 1.81M (+11.0%)
|
55.50M
est: 46.22M (+20.1%)
|
75.80M
est: 67.29M (+12.6%)
|
1.91M
est: 4.01M (-52.4%)
|
84.13M
est: 92.28M (-8.8%)
|
138.57M
est: 131.86M (+5.1%)
|
162.01M
est: 150.22M (+7.8%)
|
176.07M
est: 177.67M (-0.9%)
|
92.34M
est: 102.54M (-10.0%)
|
81.52M
est: 73.23M (+11.3%)
|
182.87M
est: 167.92M (+8.9%)
|
393.97M
est: 372.04M (+5.9%)
|
448.40M
est: 412.86M (+8.6%)
|
503.47M
est: 393.14M (+28.1%)
|
824.86M
est: 748.53M (+10.2%)
|
662.16M
est: 664.87M (-0.4%)
|
522.54M
est: 511.17M (+2.2%)
|
731.38M
est: 485.79M (+50.6%)
|
683.78M
est: 536.67M (+27.4%)
|
696.34M
670.31M – 722.38M
+29.8% YoY
|
778.39M
698.80M – 857.99M
+11.8% YoY
|
855.08M
821.43M – 888.73M
+9.9% YoY
|
865.30M
833.89M – 902.21M
+1.2% YoY
|
| SGA |
120.89M
est: 149.58M (-19.2%)
|
641.69M
est: 471.88M (+36.0%)
|
796.28M
est: 713.71M (+11.6%)
|
1.06B
est: 1.00B (+5.5%)
|
887.21M
est: 1.09B (-18.9%)
|
1.01B
est: 1.07B (-5.2%)
|
1.31B
est: 1.32B (-0.5%)
|
1.40B
est: 1.53B (-8.0%)
|
1.57B
est: 1.91B (-18.1%)
|
1.73B
est: 1.65B (+4.9%)
|
1.96B
est: 1.82B (+7.5%)
|
1.77B
est: 1.80B (-1.8%)
|
1.98B
est: 1.96B (+1.1%)
|
2.28B
est: 1.98B (+15.3%)
|
2.82B
est: 2.58B (+9.5%)
|
2.59B
est: 1.85B (+40.1%)
|
2.55B
est: 2.35B (+8.7%)
|
2.92B
est: 2.63B (+11.1%)
|
3.27B
est: 2.93B (+11.6%)
|
3.23B
3.20B – 3.27B
+10.3% YoY
|
3.52B
3.40B – 3.72B
+8.9% YoY
|
3.83B
3.69B – 3.97B
+8.7% YoY
|
4.08B
3.96B – 4.21B
+6.4% YoY
|
| EPS |
0.06
est: 0.30 (-78.9%)
|
1.03
est: 1.26 (-18.3%)
|
1.19
est: 1.27 (-6.3%)
|
0.03
est: 1.65 (-98.4%)
|
1.07
est: 2.18 (-50.9%)
|
1.73
est: 2.08 (-16.8%)
|
1.70
est: 2.16 (-21.3%)
|
1.77
est: 2.82 (-37.2%)
|
0.90
est: 1.74 (-48.4%)
|
0.77
est: 1.69 (-54.6%)
|
1.69
est: 2.33 (-27.3%)
|
3.57
est: 3.46 (+3.3%)
|
3.99
est: 3.89 (+2.5%)
|
4.49
est: 4.21 (+6.7%)
|
7.34
est: 6.75 (+8.8%)
|
5.74
est: 5.76 (-0.4%)
|
4.55
est: 4.65 (-2.3%)
|
6.67
est: 4.39 (+52.0%)
|
6.27
est: 4.87 (+28.8%)
|
6.28
6.07 – 6.55
+28.9% YoY
|
7.15
6.33 – 7.78
+13.9% YoY
|
7.72
7.44 – 8.05
+8.0% YoY
|
7.84
7.56 – 8.18
+1.5% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-28 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-27 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-26 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-21 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-11 | B+ | 3/5 | 4/5 | 4/5 | 4/5 | 2/5 | 3/5 | 2/5 |
| 2026-05-08 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-07 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-06 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-05 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-04 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 3/5 | 3/5 | 2/5 |
| 2026-05-01 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-29 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-28 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-27 | C+ | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 4/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 3/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 4/5 | 1/5 | 1/5 | 1/5 | 2/5 | 1/5 |
| 2026-04-22 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-15 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
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. | 12.65M | 12.10% | 11.65M | — | 12.65M | — | HC | Delaware | 2022-02-07 | ↗ |
| 2 | The Vanguard Group - 23-1945930 | 9.72M | 9.33% | — | 52.0K | 9.57M | 144.2K | IA | Pennsylvania For | 2022-02-10 | ↗ |
| 3 | Abigail P. Johnson | 7.96M | 7.76% | — | — | 7.96M | — | IN | — | 2024-11-12 | ↗ |
| 4 | FMR LLC | 7.96M | 7.76% | 7.93M | — | 7.96M | — | HC | — | 2024-11-12 | ↗ |
| 5 | Macquarie Investment Management Holdings Inc | 5.35M | 5.19% | 5.33M | — | 5.33M | — | HC | — | 2021-02-12 | ↗ |
| 6 | Macquarie Group Limited | 4.44M | 4.25% | — | — | — | — | HC | — | 2022-02-11 | ↗ |
| 7 | Macquarie Investment Management Business Trust | 4.41M | 4.20% | 4.38M | — | 4.38M | — | IA | — | 2022-02-11 | ↗ |
| 8 | Macquarie Management Holdings Inc | 4.41M | 4.20% | 4.38M | — | 4.38M | — | HC | — | 2022-02-11 | ↗ |
| 9 | 52-2343049 | 3.28M | 5.16% | 3.28M | — | 3.28M | — | IA | New York | 2014-01-14 | ↗ |
| 10 | 98-0557567 | 2.67M | 3.80% | 2.67M | — | 2.67M | — | IA, HC | Bermuda | 2016-02-01 | ↗ |
| 11 | Wallace R. Weitz & Company | 2.27M | 25.34% | 93.6K | — | 3.77M | 89.3K | IA | Pennsylvania | 2014-02-12 | ↗ |
| 12 | 04-2683227 | 149.1K | 0.28% | — | 130.9K | — | — | IA | Massachusetts | 2012-02-14 | ↗ |
| 13 | Macquarie Bank Limited | 34.6K | 0.03% | 34.6K | — | 34.6K | — | CO | — | 2022-02-11 | ↗ |
| 14 | Macquarie Investment Management Group Limited | 3.1K | 0.00% | 3.1K | — | 3.1K | — | CO | — | 2022-02-11 | ↗ |
| 15 | 95-1411037 | 13.00 | 5.80% | 6.08M | — | 6.08M | — | IA | Delaware | 2022-02-11 | ↗ |
Institutional Activity (13F)
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 973.8K +973.8K (+100.0%) | 121.94B +121.9B (+100.0%) | 0.95% +0.947 pp | 0.18% +0.184 pp | USD125.22 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 9.59M -406.0K (-4.1%) | 1.20B +66.6M (+5.9%) | 9.33% -0.342 pp | 0.02% +0.000 pp | USD37.01 +238.3% | 84 qtrs — |
| 3 | BLACKROCK, INC. | 9.33M -37.6K (-0.4%) | 1.17B +105.4M (+9.9%) | 9.08% +0.013 pp | 0.02% +0.001 pp | USD94.09 +33.1% | 6 qtrs — |
| 4 | FMR LLC | 5.52M -346.5K (-5.9%) | 690.91M +25.5M (+3.8%) | 5.37% -0.306 pp | 0.04% +0.001 pp | USD81.62 +53.4% | 68 qtrs — |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 3.33M -122.8K (-3.6%) | 416.86M +25.2M (+6.4%) | 3.24% -0.101 pp | 0.07% +0.005 pp | USD90.34 +38.6% | 25 qtrs — |
| 6 | STATE STREET CORP | 3.06M -84.6K (-2.7%) | 383.61M +26.4M (+7.4%) | 2.98% -0.066 pp | 0.01% +0.001 pp | USD38.03 +229.3% | 51 qtrs — |
| 7 | AQR CAPITAL MANAGEMENT LLC | 2.89M +1.4M (+94.8%) | 362.37M +193.8M (+115.0%) | 2.82% +1.378 pp | 0.19% +0.082 pp | USD107.55 +16.4% | 36 qtrs — |
| 8 | EARNEST PARTNERS LLC | 2.54M -288.0K (-10.2%) | 317.81M -2.9M (-0.9%) | 2.47% -0.265 pp | 1.36% -0.029 pp | USD36.47 +243.4% | 50 qtrs — |
| 9 | BOSTON PARTNERS | 2.32M -48.6K (-2.0%) | 290.94M +21.8M (+8.1%) | 2.26% -0.035 pp | 0.30% +0.025 pp | USD103.17 +21.4% | 39 qtrs — |
| 10 | STIFEL FINANCIAL CORP | 2.29M -47.8K (-2.0%) | 286.17M +21.4M (+8.1%) | 2.22% -0.034 pp | 0.26% +0.016 pp | USD46.14 +171.4% | 48 qtrs — |
| 11 | CAPITAL RESEARCH GLOBAL INVESTORS | 2.21M -3.5K (-0.2%) | 276.55M +25.6M (+10.2%) | 2.15% +0.008 pp | 0.05% +0.004 pp | USD50.79 +146.5% | 21 qtrs — |
| 12 | ALLIANCEBERNSTEIN L.P. | 2.12M +82.6K (+4.0%) | 265.81M +34.3M (+14.8%) | 2.07% +0.091 pp | 0.08% +0.011 pp | USD50.78 +146.6% | 61 qtrs — |
| 13 | GEODE CAPITAL MANAGEMENT, LLC | 1.84M +17.0K (+0.9%) | 231.03M +23.6M (+11.4%) | 1.79% +0.026 pp | 0.01% +0.001 pp | USD48.55 +157.9% | 77 qtrs — |
| 14 | DIMENSIONAL FUND ADVISORS LP | 1.73M +99.5K (+6.1%) | 216.12M +31.6M (+17.1%) | 1.68% +0.105 pp | 0.05% +0.006 pp | USD44.25 +183.0% | 51 qtrs — |
| 15 | INVESCO LTD. | 1.43M +65.0K (+4.8%) | 178.84M +24.2M (+15.6%) | 1.39% +0.070 pp | 0.03% +0.003 pp | USD71.34 +75.5% | 57 qtrs — |
| 16 | MORGAN STANLEY | 1.41M -845.0 (-0.1%) | 175.96M +16.4M (+10.3%) | 1.37% +0.007 pp | 0.01% +0.001 pp | USD61.88 +102.4% | 51 qtrs — |
| 17 | NORGES BANK | 1.38M +1.4M (+100.0%) | 172.45M +172.4M (+100.0%) | 1.34% +1.340 pp | 0.02% +0.018 pp | USD125.22 +0.0% | 1 qtrs NEW |
| 18 | MARSHALL WACE, LLP | 1.28M +433.3K (+50.9%) | 160.88M +64.3M (+66.5%) | 1.25% +0.426 pp | 0.15% +0.049 pp | USD103.33 +21.2% | 16 qtrs — |
| 19 | FISHER ASSET MANAGEMENT, LLC | 1.20M -46.1K (-3.7%) | 150.02M +8.8M (+6.3%) | 1.17% -0.038 pp | 0.05% +0.000 pp | USD34.31 +265.0% | 57 qtrs — |
| 20 | BANK OF AMERICA CORP /DE/ | 1.18M +49.8K (+4.4%) | 148.02M +19.5M (+15.2%) | 1.15% +0.054 pp | 0.01% +0.002 pp | USD60.42 +107.2% | 52 qtrs — |
| 21 | NORTHERN TRUST CORP | 1.00M -86.3K (-7.9%) | 125.48M +2.0M (+1.6%) | 0.97% -0.078 pp | 0.02% +0.000 pp | USD45.10 +177.6% | 51 qtrs — |
| 22 | BANK OF NEW YORK MELLON CORP | 972.6K +39.4K (+4.2%) | 121.79M +15.9M (+15.0%) | 0.95% +0.043 pp | 0.02% +0.001 pp | USD40.06 +212.6% | 66 qtrs — |
| 23 | GOLDMAN SACHS GROUP INC | 935.9K +282.3K (+43.2%) | 117.20M +43.0M (+58.0%) | 0.91% +0.278 pp | 0.01% +0.005 pp | USD90.46 +38.4% | 73 qtrs — |
| 24 | GW&K INVESTMENT MANAGEMENT, LLC | 897.4K -43.5K (-4.6%) | 112.37M +5.6M (+5.3%) | 0.87% -0.037 pp | 0.97% +0.027 pp | USD42.66 +193.5% | 62 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 841.8K -1.6K (-0.2%) | 105.40M +9.7M (+10.1%) | 0.82% +0.003 pp | 0.02% +0.001 pp | USD44.57 +181.0% | 73 qtrs — |
| 26 | FIERA CAPITAL CORP | 804.6K +200.0K (+33.1%) | 100.75M +32.1M (+46.9%) | 0.78% +0.198 pp | 0.32% +0.098 pp | USD81.17 +54.3% | 10 qtrs — |
| 27 | CHANNING CAPITAL MANAGEMENT, LLC | 728.9K -37.7K (-4.9%) | 91.27M +4.3M (+4.9%) | 0.71% -0.033 pp | 2.35% +0.057 pp | USD52.84 +137.0% | 51 qtrs — |
| 28 | PRINCIPAL FINANCIAL GROUP INC | 723.9K -12.1K (-1.6%) | 90.65M +7.1M (+8.5%) | 0.70% -0.008 pp | 0.05% +0.004 pp | USD50.53 +147.8% | 74 qtrs — |
| 29 | BALYASNY ASSET MANAGEMENT L.P. | 670.9K +388.2K (+137.3%) | 84.01M +51.9M (+161.9%) | 0.65% +0.379 pp | 0.11% +0.066 pp | USD112.55 +11.3% | 8 qtrs — |
| 30 | ALYESKA INVESTMENT GROUP, L.P. | 666.1K -402.7K (-37.7%) | 83.40M -37.9M (-31.2%) | 0.65% -0.386 pp | 0.24% -0.131 pp | USD104.42 +19.9% | 3 qtrs — |
| 31 | VICTORY CAPITAL MANAGEMENT INC | 626.7K -36.5K (-5.5%) | 78.48M +3.2M (+4.3%) | 0.61% -0.032 pp | 0.04% +0.000 pp | USD98.42 +27.2% | 40 qtrs — |
| 32 | NEW YORK STATE COMMON RETIREMENT FUND | 616.9K -2.6K (-0.4%) | 77.25M +7.0M (+9.9%) | 0.60% +0.001 pp | 0.10% +0.012 pp | USD44.59 +180.8% | 79 qtrs — |
| 33 | FULLER & THALER ASSET MANAGEMENT, INC. | 590.9K -20.0K (-3.3%) | 74.00M +4.7M (+6.7%) | 0.57% -0.016 pp | 0.25% +0.014 pp | USD62.41 +100.6% | 20 qtrs — |
| 34 | VOYA INVESTMENT MANAGEMENT LLC | 584.8K +572.0K (+4,471.3%) | 73.22M +71.8M (+4,944.6%) | 0.57% +0.557 pp | 0.07% +0.071 pp | USD123.69 +1.2% | 51 qtrs — |
| 35 | QUBE RESEARCH & TECHNOLOGIES LTD | 499.4K +184.3K (+58.5%) | 62.53M +26.8M (+74.9%) | 0.49% +0.181 pp | 0.06% +0.027 pp | USD113.64 +10.2% | 5 qtrs — |
| 36 | SILVERCREST ASSET MANAGEMENT GROUP LLC | 491.6K -16.2K (-3.2%) | 61.56M +3.9M (+6.8%) | 0.48% -0.013 pp | 0.42% +0.042 pp | USD55.94 +123.8% | 24 qtrs — |
| 37 | ENVESTNET ASSET MANAGEMENT INC | 414.7K -73.1K (-15.0%) | 51.93M -3.4M (-6.2%) | 0.40% -0.069 pp | 0.02% -0.001 pp | USD52.29 +139.5% | 51 qtrs — |
| 38 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 414.1K -49.5K (-10.7%) | 51.85M -746.6K (-1.4%) | 0.40% -0.046 pp | 0.15% -0.008 pp | USD50.07 +150.1% | 29 qtrs — |
| 39 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 413.7K -1.6K (-0.4%) | 51.80M +4.7M (+9.9%) | 0.40% +0.001 pp | 1.22% +0.075 pp | USD44.90 +178.9% | 51 qtrs — |
| 40 | BNP PARIBAS ARBITRAGE, SNC | 389.8K +276.8K (+245.0%) | 48.81M +36.0M (+280.7%) | 0.38% +0.270 pp | 0.02% +0.015 pp | USD118.94 +5.3% | 51 qtrs — |
| 41 | KENNEDY CAPITAL MANAGEMENT LLC | 384.3K -11.0K (-2.8%) | 48.13M +3.3M (+7.3%) | 0.37% -0.009 pp | 1.02% +0.028 pp | USD44.73 +179.9% | 54 qtrs — |
| 42 | UBS GROUP AG | 368.3K -195.1K (-34.6%) | 46.12M -17.8M (-27.9%) | 0.36% -0.187 pp | 0.01% -0.003 pp | USD105.89 +18.3% | 45 qtrs — |
| 43 | LOOMIS SAYLES & CO L P | 367.8K +198.4K (+117.1%) | 46.06M +26.8M (+139.5%) | 0.36% +0.194 pp | 0.06% +0.033 pp | USD84.82 +47.6% | 60 qtrs — |
| 44 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 352.4K -188.8K (-34.9%) | 44.12M -17.3M (-28.1%) | 0.34% -0.181 pp | 0.38% -0.170 pp | USD106.21 +17.9% | 3 qtrs — |
| 45 | PRICE T ROWE ASSOCIATES INC /MD/ | 331.7K +50.0K (+17.7%) | 41.54M +9.6M (+29.9%) | 0.32% +0.050 pp | 0.00% +0.001 pp | USD96.50 +29.8% | 75 qtrs — |
| 46 | FREESTONE GROVE PARTNERS LP | 319.3K +206.8K (+183.9%) | 39.98M +27.2M (+213.3%) | 0.31% +0.202 pp | 0.29% +0.194 pp | USD121.08 +3.4% | 2 qtrs — |
| 47 | ALGEBRIS (UK) LTD | 317.8K +71.6K (+29.1%) | 39.82M +11.9M (+42.6%) | 0.31% +0.071 pp | 3.12% -0.040 pp | USD112.20 +11.6% | 5 qtrs — |
| 48 | WELLS FARGO & COMPANY/MN | 291.8K -16.7K (-5.4%) | 36.54M +1.5M (+4.4%) | 0.28% -0.015 pp | 0.01% +0.000 pp | USD47.66 +162.7% | 57 qtrs — |
| 49 | RETIREMENT SYSTEMS OF ALABAMA | 289.5K -1.3K (-0.5%) | 36.25M +3.3M (+9.9%) | 0.28% +0.000 pp | 0.12% +0.008 pp | USD39.81 +214.5% | 44 qtrs — |
| 50 | D. E. SHAW & CO., INC. | 289.4K +137.3K (+90.3%) | 36.24M +19.0M (+110.0%) | 0.28% +0.134 pp | 0.02% +0.010 pp | USD114.37 +9.5% | 48 qtrs — |
| 51 | JPMORGAN CHASE & CO | 265.7K +7.1K (+2.7%) | 33.27M +3.9M (+13.4%) | 0.26% +0.008 pp | 0.00% +0.000 pp | USD68.37 +83.2% | 51 qtrs — |
| 52 | UBS ASSET MANAGEMENT AMERICAS INC | 261.5K -7.7K (-2.9%) | 32.74M +2.2M (+7.2%) | 0.25% -0.006 pp | 0.01% +0.000 pp | USD77.75 +61.1% | 52 qtrs — |
| 53 | RHUMBLINE ADVISERS | 255.2K -8.1K (-3.1%) | 31.95M +2.1M (+7.0%) | 0.25% -0.007 pp | 0.03% +0.002 pp | USD37.48 +234.1% | 55 qtrs — |
| 54 | SEI INVESTMENTS CO | 254.9K +9.7K (+4.0%) | 31.92M +4.1M (+14.7%) | 0.25% +0.011 pp | 0.03% +0.002 pp | USD67.60 +85.2% | 45 qtrs — |
| 55 | AMUNDI | 242.5K +38.3K (+18.7%) | 30.36M +7.2M (+31.3%) | 0.24% +0.038 pp | 0.01% +0.001 pp | USD113.22 +10.6% | 6 qtrs — |
| 56 | WALLEYE CAPITAL LLC | 228.3K -445.4K (-66.1%) | 28.59M -47.9M (-62.6%) | 0.22% -0.430 pp | 0.09% -0.199 pp | USD105.21 +19.0% | 19 qtrs — |
| 57 | NUVEEN, LLC | 219.3K -28.9K (-11.7%) | 27.46M -704.5K (-2.5%) | 0.21% -0.027 pp | 0.01% 0.000 pp | USD94.26 +32.8% | 4 qtrs — |
| 58 | QUANTINNO CAPITAL MANAGEMENT LP | 214.0K +81.7K (+61.7%) | 26.80M +11.8M (+78.5%) | 0.21% +0.080 pp | 0.05% +0.013 pp | USD107.50 +16.5% | 23 qtrs — |
| 59 | INTERVAL PARTNERS, LP | 208.7K +127.9K (+158.4%) | 26.13M +17.0M (+185.2%) | 0.20% +0.125 pp | 0.47% +0.318 pp | USD116.99 +7.0% | 4 qtrs — |
| 60 | ANCORA ADVISORS, LLC | 204.1K +4.5K (+2.3%) | 25.55M +2.9M (+12.9%) | 0.20% +0.006 pp | 0.53% +0.074 pp | USD91.66 +36.6% | 7 qtrs — |
| 61 | PRANA CAPITAL MANAGEMENT, LP | 202.2K -133.0K (-39.7%) | 25.32M -12.7M (-33.4%) | 0.20% -0.128 pp | 0.92% -0.350 pp | USD105.42 +18.8% | 5 qtrs — |
| 62 | SWISS NATIONAL BANK | 201.4K +2.3K (+1.2%) | 25.22M +2.6M (+11.6%) | 0.20% +0.003 pp | 0.02% +0.002 pp | USD34.20 +266.1% | 51 qtrs — |
| 63 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 201.2K +6.0K (+3.1%) | 25.20M +3.0M (+13.8%) | 0.20% +0.007 pp | 0.01% +0.001 pp | USD47.06 +166.1% | 58 qtrs — |
| 64 | PANAGORA ASSET MANAGEMENT INC | 201.0K +195.8K (+3,822.2%) | 25.17M +24.6M (+4,228.3%) | 0.20% +0.191 pp | 0.09% +0.087 pp | USD123.69 +1.2% | 64 qtrs — |
| 65 | ALGERT GLOBAL LLC | 195.3K +81.3K (+71.4%) | 24.45M +11.5M (+89.1%) | 0.19% +0.080 pp | 0.38% +0.165 pp | USD104.58 +19.7% | 18 qtrs — |
| 66 | GLENMEDE TRUST CO NA | 189.0K +189.0K (+100.0%) | 23.67M +23.7M (+100.0%) | 0.18% +0.184 pp | 0.11% +0.112 pp | USD125.22 +0.0% | 1 qtrs NEW |
| 67 | PICTON MAHONEY ASSET MANAGEMENT | 189.0K +51.5K (+37.5%) | 23.66M +8.1M (+51.7%) | 0.18% +0.051 pp | 0.18% +0.043 pp | USD116.67 +7.3% | 2 qtrs — |
| 68 | STATE OF WISCONSIN INVESTMENT BOARD | 187.3K -17.3K (-8.5%) | 23.45M +232.2K (+1.0%) | 0.18% -0.016 pp | 0.05% -0.001 pp | USD33.09 +278.4% | 51 qtrs — |
| 69 | CEREDEX VALUE ADVISORS LLC | 184.9K -309.8K (-62.6%) | 23.15M -33.0M (-58.8%) | 0.18% -0.299 pp | 0.70% -0.606 pp | USD113.47 +10.4% | 2 qtrs — |
| 70 | AXIOM INVESTORS LLC /DE | 181.5K +13.2K (+7.9%) | 22.72M +3.6M (+19.0%) | 0.18% +0.014 pp | 0.20% +0.059 pp | USD90.72 +38.0% | 33 qtrs — |
| 71 | JANE STREET GROUP, LLC | 176.5K -5.1K (-2.8%) | 22.11M +1.5M (+7.3%) | 0.17% -0.004 pp | 0.00% +0.000 pp | USD113.47 +10.4% | 14 qtrs — |
| 72 | RAYMOND JAMES FINANCIAL INC | 160.4K +7.0K (+4.6%) | 20.09M +2.7M (+15.4%) | 0.16% +0.008 pp | 0.01% +0.001 pp | USD106.31 +17.8% | 5 qtrs — |
| 73 | DIAMOND HILL CAPITAL MANAGEMENT INC | 160.0K -3.1K (-1.9%) | 20.03M +1.5M (+8.3%) | 0.16% -0.002 pp | 0.10% +0.015 pp | USD59.28 +111.2% | 12 qtrs — |
| 74 | JAIN GLOBAL LLC | 157.3K +119.8K (+319.2%) | 19.70M +15.4M (+362.6%) | 0.15% +0.117 pp | 0.10% +0.075 pp | USD122.42 +2.3% | 2 qtrs — |
| 75 | MILLENNIUM MANAGEMENT LLC | 153.5K -1.3M (-89.3%) | 19.22M -143.9M (-88.2%) | 0.15% -1.242 pp | 0.01% -0.062 pp | USD96.31 +30.0% | 35 qtrs — |
| 76 | LEGAL & GENERAL GROUP PLC | 153.4K -31.1K (-16.9%) | 19.21M -1.7M (-8.3%) | 0.15% -0.029 pp | 0.00% 0.000 pp | USD38.48 +225.4% | 50 qtrs — |
| 77 | VOLEON CAPITAL MANAGEMENT LP | 152.4K +64.3K (+72.9%) | 19.09M +9.1M (+90.8%) | 0.15% +0.063 pp | 0.41% +0.166 pp | USD116.38 +7.6% | 4 qtrs — |
| 78 | AMERIPRISE FINANCIAL INC | 149.9K +26.1K (+21.1%) | 18.77M +4.7M (+33.6%) | 0.15% +0.026 pp | 0.00% +0.001 pp | USD63.44 +97.4% | 55 qtrs — |
| 79 | ALBERTA INVESTMENT MANAGEMENT CORP | 146.0K +146.0K (+100.0%) | 18.28M +18.3M (+100.0%) | 0.14% +0.142 pp | 0.11% +0.108 pp | USD125.22 +0.0% | 1 qtrs NEW |
| 80 | SCHRODER INVESTMENT MANAGEMENT GROUP | 143.8K +44.4K (+44.7%) | 18.25M +6.8M (+59.9%) | 0.14% +0.044 pp | 0.01% +0.005 pp | USD96.48 +29.8% | 19 qtrs — |
| 81 | CERITY PARTNERS LLC | 144.1K +97.8K (+211.3%) | 18.04M +12.8M (+243.6%) | 0.14% +0.095 pp | 0.03% +0.018 pp | USD112.43 +11.4% | 9 qtrs — |
| 82 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 144.0K +20.0K (+16.1%) | 18.03M +4.0M (+28.2%) | 0.14% +0.020 pp | 0.03% +0.005 pp | USD103.94 +20.5% | 4 qtrs — |
| 83 | NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 143.3K +5.8K (+4.2%) | 17.94M +2.3M (+15.0%) | 0.14% +0.006 pp | 0.03% +0.005 pp | USD36.77 +240.5% | 51 qtrs — |
| 84 | IEQ CAPITAL, LLC | 140.6K +93.9K (+200.7%) | 17.61M +12.3M (+231.8%) | 0.14% +0.092 pp | 0.05% +0.037 pp | USD117.57 +6.5% | 4 qtrs — |
| 85 | MORAN WEALTH MANAGEMENT, LLC | 136.9K +3.4K (+2.6%) | 17.14M +2.0M (+13.2%) | 0.13% +0.004 pp | 0.53% +0.069 pp | USD98.50 +27.1% | 4 qtrs — |
| 86 | PEREGRINE CAPITAL MANAGEMENT LLC | 135.7K -19.5K (-12.6%) | 16.99M -622.5K (-3.5%) | 0.13% -0.018 pp | 0.52% -0.009 pp | USD32.85 +281.2% | 38 qtrs — |
| 87 | AEGON ASSET MANAGEMENT UK PLC | 134.7K -49.4K (-26.8%) | 16.86M -4.0M (-19.2%) | 0.13% -0.047 pp | 0.20% -0.047 pp | USD93.89 +33.4% | 7 qtrs — |
| 88 | BREVAN HOWARD CAPITAL MANAGEMENT LP | 130.1K +110.4K (+557.7%) | 16.30M +14.1M (+625.8%) | 0.13% +0.108 pp | 0.18% +0.168 pp | USD123.43 +1.5% | 2 qtrs — |
| 89 | ACCESS INVESTMENT MANAGEMENT LLC | 142.5K +— (+0.0%) | 16.17M +— (+0.0%) | 0.14% +0.001 pp | 4.34% +0.000 pp | USD103.78 +20.7% | 3 qtrs — |
| 90 | AGF MANAGEMENT LTD | 128.8K +20.6K (+19.1%) | 16.13M +3.9M (+31.4%) | 0.13% +0.021 pp | 0.07% +0.016 pp | USD76.19 +64.4% | 12 qtrs — |
| 91 | CRESTWOOD ADVISORS GROUP LLC | 127.6K +293.0 (+0.2%) | 15.98M +1.5M (+10.6%) | 0.12% +0.001 pp | 0.27% +0.021 pp | USD63.07 +98.5% | 10 qtrs — |
| 92 | SG AMERICAS SECURITIES, LLC | 125.3K +119.0K (+1,891.5%) | 15.69M +15.0M (+2,096.9%) | 0.12% +0.116 pp | 0.02% +0.018 pp | USD124.47 +0.6% | 50 qtrs — |
| 93 | BARCLAYS PLC | 122.7K +15.3K (+14.2%) | 15.36M +5.3M (+52.3%) | 0.12% +0.016 pp | 0.00% +0.001 pp | USD97.93 +27.9% | 51 qtrs — |
| 94 | RMB CAPITAL MANAGEMENT, LLC | 108.0K -2.3K (-2.1%) | 13.52M +1.0M (+8.1%) | 0.11% -0.002 pp | 0.23% +0.005 pp | USD73.60 +70.1% | 35 qtrs — |
| 95 | SCHONFELD STRATEGIC ADVISORS LLC | 105.9K +33.3K (+46.0%) | 13.25M +5.0M (+61.1%) | 0.10% +0.033 pp | 0.06% +0.012 pp | USD114.37 +9.5% | 20 qtrs — |
| 96 | EULAV ASSET MANAGEMENT | 104.4K +— (+0.0%) | 13.08M +1.2M (+10.4%) | 0.10% +0.001 pp | 0.35% +0.073 pp | USD21.39 +485.4% | 57 qtrs — |
| 97 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 102.4K -9.7K (-8.6%) | 12.82M +107.1K (+0.8%) | 0.10% -0.009 pp | 0.02% +0.000 pp | USD49.81 +151.4% | 51 qtrs — |
| 98 | TREASURER OF THE STATE OF NORTH CAROLINA | 100.6K -3.6K (-3.5%) | 12.60M +773.0K (+6.5%) | 0.10% -0.003 pp | 0.04% +0.004 pp | USD91.55 +36.8% | 19 qtrs — |
| 99 | ROYAL BANK OF CANADA | 100.0K -61.9K (-38.2%) | 12.53M -5.8M (-31.8%) | 0.10% -0.059 pp | 0.00% -0.001 pp | USD83.69 +49.6% | 51 qtrs — |
| 100 | ASSENAGON ASSET MANAGEMENT S.A. | 99.2K -214.4K (-68.4%) | 12.42M -23.2M (-65.1%) | 0.10% -0.207 pp | 0.02% -0.032 pp | USD113.47 +10.4% | 18 qtrs — |
Insider Activity
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-27 | ZEMLYAK JAMES M | Officer | A-Award | A | Phantom Stock Units | 25,388 | 0.00 | — | 119,887 | D | ↗ |
| 2026-02-27 | SLINEY DAVID D | Officer | A-Award | A | Phantom Stock Units | 12,424 | 0.00 | — | 46,296 | D | ↗ |
| 2026-02-27 | Rubulotta David | Other | A-Award | A | Phantom Stock Units | 10,533 | 0.00 | — | 23,432 | D | ↗ |
| 2026-02-27 | Raymond Charles Bradford | Other | A-Award | A | Phantom Stock Unit | 12,694 | 0.00 | — | 70,083 | D | ↗ |
| 2026-02-27 | REICHERT CHRISTOPHER K | Officer | A-Award | A | Phantom Stock Units | 5,402 | 0.00 | — | 29,041 | D | ↗ |
| 2026-02-27 | Michaud Thomas B. | Officer | A-Award | A | Phantom Stock Units | 17,623 | 0.00 | — | 69,112 | D | ↗ |
| 2026-02-27 | McDuffie Brantley | Other | A-Award | A | Phantom Stock Units | 10,533 | 0.00 | — | 17,915 | D | ↗ |
| 2026-02-27 | Marischen James M | Officer | A-Award | A | Phantom Stock Units | 5,402 | 0.00 | — | 44,393 | D | ↗ |
| 2026-02-27 | KRUSZEWSKI RONALD J | Director / Officer | A-Award | A | Phantom Stock Units | 27,009 | 0.00 | — | 263,287 | D | ↗ |
| 2026-02-27 | Fisher Mark P | Officer | A-Award | A | Phantom Stock Units | 9,723 | 0.00 | — | 38,250 | D | ↗ |
| 2026-02-18 | ZEMLYAK JAMES M | Officer | A-Award | A | Phantom Stock Units | 39,293 | 0.00 | — | 94,433 | D | ↗ |
| 2026-02-18 | WEISEL THOMAS W | Director | M-Exempt | A | Common Stock | 4,623 | 0.00 | — | 14,564 | D | ↗ |
| 2026-02-18 | SLINEY DAVID D | Officer | M-Exempt | D | Phantom Stock Units | 11,094 | 0.00 | — | 22,581 | D | ↗ |
| 2026-02-18 | REICHERT CHRISTOPHER K | Officer | F-InKind | D | Common Stock | 3,261 | 120.49 | 392.9K | 59,480 | I | ↗ |
| 2026-02-18 | Nesi Victor | Director | A-Award | A | Phantom Stock Units | 46,227 | 0.00 | — | 95,989 | D | ↗ |
| 2026-02-18 | Michaud Thomas B. | Officer | M-Exempt | A | Common Stock | 16,179 | 0.00 | — | 94,473 | D | ↗ |
| 2026-02-18 | Marischen James M | Officer | M-Exempt | A | Common Stock | 7,859 | 0.00 | — | 78,493 | D | ↗ |
| 2026-02-18 | KRUSZEWSKI RONALD J | Director / Officer | M-Exempt | A | Common Stock | 73,963 | 0.00 | — | 1,288,040 | D | ↗ |
| 2026-02-18 | Fisher Mark P | Officer | M-Exempt | D | Phantom Stock Units | 7,859 | 0.00 | — | 19,018 | D | ↗ |
| 2026-02-02 | Rubulotta David | Other | S-Sale | D | Common Stock | 400 | 124.31 | 49.7K | 992 | D | ↗ |
| 2026-01-30 | ZEMLYAK JAMES M | Officer | M-Exempt | A | Common Stock | 5,644 | 0.00 | — | 1,155,620 | D | ↗ |
| 2026-01-30 | WEISEL THOMAS W | Director | M-Exempt | D | Phantom Stock Units | 628 | 0.00 | — | 0 | D | ↗ |
| 2026-01-30 | SLINEY DAVID D | Officer | F-InKind | D | Common Stock | 995 | 126.24 | 125.6K | 163,733 | D | ↗ |
| 2026-01-30 | REICHERT CHRISTOPHER K | Officer | M-Exempt | D | Phantom Stock Units | 1,568 | 0.00 | — | 13,910 | D | ↗ |
| 2026-01-30 | Nesi Victor | Director | M-Exempt | A | Common Stock | 6,898 | 0.00 | — | 150,467 | D | ↗ |
| 2026-01-30 | Michaud Thomas B. | Officer | M-Exempt | A | Common Stock | 2,665 | 0.00 | — | 79,609 | D | ↗ |
| 2026-01-30 | Marischen James M | Officer | M-Exempt | D | Phantom Stock Units | 1,568 | 0.00 | — | 17,548 | D | ↗ |
| 2026-01-30 | KRUSZEWSKI RONALD J | Director / Officer | M-Exempt | D | Phantom Stock Units | 12,542 | 0.00 | — | 112,920 | D | ↗ |
| 2026-01-30 | Fisher Mark P | Officer | M-Exempt | D | Phantom Stock Units | 1,725 | 0.00 | — | 17,054 | D | ↗ |
| 2026-01-29 | ZEMLYAK JAMES M | Officer | S-Sale | D | Common Stock | 9 | 123.90 | 1.1K | 7,072 | I | ↗ |
| 2026-01-26 | Nesi Victor | Director | M-Exempt | D | Phantom Stock Units | 25,591 | 0.00 | — | 56,660 | D | ↗ |
| 2026-01-13 | ZEMLYAK JAMES M | Officer | M-Exempt | D | Phantom Stock Units | 25,570 | 0.00 | — | 60,784 | D | ↗ |
| 2026-01-13 | SLINEY DAVID D | Officer | M-Exempt | D | Phantom Stock Units | 10,854 | 0.00 | — | 22,065 | D | ↗ |
| 2026-01-13 | Rubulotta David | Other | F-InKind | D | Common Stock | 910 | 125.22 | 114.0K | 1,392 | D | ↗ |
| 2026-01-13 | Raymond Charles Bradford | Other | M-Exempt | D | Phantom Stock Unit | 20,927 | 0.00 | — | 38,259 | D | ↗ |
| 2026-01-13 | REICHERT CHRISTOPHER K | Officer | M-Exempt | D | Phantom Stock Units | 7,304 | 0.00 | — | 15,478 | D | ↗ |
| 2026-01-13 | Michaud Thomas B. | Officer | M-Exempt | D | Phantom Stock Units | 14,965 | 0.00 | — | 32,946 | D | ↗ |
| 2026-01-13 | McDuffie Brantley | Other | F-InKind | D | Common Stock | 840 | 125.22 | 105.2K | 1,254 | D | ↗ |
| 2026-01-13 | Marischen James M | Officer | M-Exempt | D | Phantom Stock Units | 12,055 | 0.00 | — | 19,116 | D | ↗ |
| 2026-01-13 | KRUSZEWSKI RONALD J | Director / Officer | M-Exempt | D | Phantom Stock Units | 52,427 | 0.00 | — | 125,462 | D | ↗ |
| 2026-01-13 | Fisher Mark P | Officer | M-Exempt | D | Phantom Stock Units | 11,335 | 0.00 | — | 18,779 | D | ↗ |
| 2025-12-26 | ZEMLYAK JAMES M | Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,134,549 | D | ↗ |
| 2025-12-26 | KRUSZEWSKI RONALD J | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,176,547 | D | ↗ |
| 2025-12-22 | SLINEY DAVID D | Officer | G-Gift | D | Common Stock | 750 | 0.00 | — | 155,293 | D | ↗ |
| 2025-12-18 | Marischen James M | Officer | G-Gift | D | Common Stock | 395 | 0.00 | — | 63,451 | D | ↗ |
| 2025-12-08 | Nesi Victor | Director | G-Gift | D | Common Stock | 19,401 | 0.00 | — | 129,959 | D | ↗ |
| 2025-12-08 | KRUSZEWSKI RONALD J | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,186,547 | D | ↗ |
| 2025-11-20 | WEISEL THOMAS W | Director | G-Gift | D | Common Stock | 255 | 0.00 | — | 9,573 | D | ↗ |
| 2025-11-13 | PEACOCK DAVID A | Director | G-Gift | D | Common Stock | 3,000 | 0.00 | — | 7,241 | I | ↗ |
| 2025-11-13 | Fisher Mark P | Officer | G-Gift | D | Common Stock | 1,000 | 0.00 | — | 45,599 | D | ↗ |
| 2025-11-10 | ZEMLYAK JAMES M | Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,144,549 | D | ↗ |
| 2025-08-19 | ZEMLYAK JAMES M | Officer | D-Return | D | Common Stock | 15,000 | 112.90 | 1.69M | 1,154,549 | D | ↗ |
| 2025-08-19 | SLINEY DAVID D | Officer | D-Return | D | Common Stock | 15,000 | 112.90 | 1.69M | 156,043 | D | ↗ |
| 2025-08-19 | Raymond Charles Bradford | Other | D-Return | D | Common Stock | 10,000 | 112.90 | 1.13M | 32,555 | D | ↗ |
| 2025-08-19 | Nesi Victor | Officer | D-Return | D | Common Stock | 35,000 | 112.90 | 3.95M | 149,360 | D | ↗ |
| 2025-08-19 | Michaud Thomas B. | Officer | D-Return | D | Common Stock | 20,000 | 112.90 | 2.26M | 69,469 | D | ↗ |
| 2025-08-19 | Marischen James M | Officer | D-Return | D | Common Stock | 5,000 | 112.90 | 564.5K | 63,846 | D | ↗ |
| 2025-08-19 | KRUSZEWSKI RONALD J | Director / Officer | D-Return | D | Common Stock | 40,000 | 112.90 | 4.52M | 1,196,467 | D | ↗ |
| 2025-08-19 | Fisher Mark P | Officer | D-Return | D | Common Stock | 10,000 | 112.90 | 1.13M | 46,599 | D | ↗ |
| 2025-08-15 | KRUSZEWSKI RONALD J | Director / Officer | J-Other | D | Common Stock | 9,000 | 114.20 | 1.03M | 1,236,467 | D | ↗ |
| 2025-08-13 | ZEMLYAK JAMES M | Officer | P-Purchase | A | Common Stock | 2 | 116.00 | 232.00 | 7,037 | I | ↗ |
| 2025-08-12 | ZEMLYAK JAMES M | Officer | P-Purchase | A | Common Stock | 2 | 114.16 | 228.32 | 7,035 | I | ↗ |
| 2025-08-11 | ZEMLYAK JAMES M | Officer | P-Purchase | A | Common Stock | 1 | 111.76 | 111.76 | 7,033 | I | ↗ |
| 2025-08-07 | ZEMLYAK JAMES M | Officer | P-Purchase | A | Common Stock | 4 | 110.17 | 440.68 | 7,032 | I | ↗ |
| 2025-07-31 | WEISEL THOMAS W | Director | G-Gift | D | Common Stock | 1,183 | 0.00 | — | 9,828 | D | ↗ |
| 2025-06-25 | KRUSZEWSKI RONALD J | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,245,467 | D | ↗ |
| 2025-06-09 | WEISEL THOMAS W | Director | G-Gift | D | Common Stock | 3,777 | 0.00 | — | 11,011 | D | ↗ |
| 2025-06-06 | ZIMMERMAN MICHAEL J | Director | S-Sale | D | Common Stock | 5,000 | 97.00 | 485.0K | 45,833 | D | ↗ |
| 2025-06-06 | Rubulotta David | Other | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | Raymond Charles Bradford | Other | — | — | Phantom Stock Unit | 59,186 | 0.00 | — | 0 | D | ↗ |
| 2025-06-06 | McDuffie Brantley | Other | — | — | Common Stock | 0 | 0.00 | — | 0 | D | ↗ |
| 2025-06-05 | ZIMMERMAN MICHAEL J | Director | M-Exempt | D | Phantom Stock Units | 1,914 | 0.00 | — | 1,875 | D | ↗ |
| 2025-06-05 | PEACOCK DAVID A | Director | M-Exempt | D | Phantom Stock Units | 1,914 | 0.00 | — | 1,875 | D | ↗ |
| 2025-06-05 | Markus Maura A. | Director | M-Exempt | D | Phantom Stock Units | 1,914 | 0.00 | — | 1,875 | D | ↗ |
| 2025-06-05 | Kavanaugh James P. | Director | M-Exempt | D | Phantom Stock Units | 1,914 | 0.00 | — | 1,875 | D | ↗ |
| 2025-06-05 | Carnoy Lisa Landau | Director | M-Exempt | D | Phantom Stock Units | 1,914 | 0.00 | — | 1,875 | D | ↗ |
| 2025-06-05 | Brown Maryam S. | Director | M-Exempt | D | Phantom Stock Units | 1,914 | 0.00 | — | 1,875 | D | ↗ |
| 2025-06-05 | Berlew Adam T. | Director | M-Exempt | D | Phontom Stock Unit | 1,914 | 0.00 | — | 1,875 | D | ↗ |
| 2025-06-05 | BROWN MICHAEL W | Director | A-Award | A | Common Stock | 1,914 | 0.00 | — | 66,968 | D | ↗ |
| 2025-06-04 | ZIMMERMAN MICHAEL J | Director | A-Award | A | Phantom Stock Units | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-06-04 | PEACOCK DAVID A | Director | A-Award | A | Phantom Stock Units | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-06-04 | Markus Maura A. | Director | A-Award | A | Phantom Stock Units | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-06-04 | Kavanaugh James P. | Director | A-Award | A | Phantom Stock Units | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-06-04 | Carnoy Lisa Landau | Director | A-Award | A | Phantom Stock Units | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-06-04 | Brown Maryam S. | Director | A-Award | A | Phantom Stock Units | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-06-04 | Berlew Adam T. | Director | A-Award | A | Phontom Stock Unit | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-06-04 | BROWN MICHAEL W | Director | A-Award | A | Phantom Stock Units | 1,875 | 0.00 | — | 3,789 | D | ↗ |
| 2025-05-13 | PEACOCK DAVID A | Director | S-Sale | D | Common Stock | 12,922 | 99.83 | 1.29M | 8,228 | I | ↗ |
| 2025-03-14 | BROWN MICHAEL W | Director | G-Gift | D | Common Stock | 25 | 0.00 | — | 65,054 | D | ↗ |
| 2025-03-09 | Ludeman Daniel J. | Director | M-Exempt | D | Phantom Stock Units | 1,914 | 0.00 | — | 0 | D | ↗ |
| 2025-03-06 | ZEMLYAK JAMES M | Officer | A-Award | A | Phantom Stock Units | 20,827 | 0.00 | — | 83,306 | D | ↗ |
| 2025-03-06 | SLINEY DAVID D | Officer | A-Award | A | Phantom Stock Units | 9,525 | 0.00 | — | 32,919 | D | ↗ |
| 2025-03-06 | REICHERT CHRISTOPHER K | Officer | A-Award | A | Phantom Stock Units | 6,743 | 0.00 | — | 22,782 | D | ↗ |
| 2025-03-06 | Nesi Victor | Officer | A-Award | A | Phantom Stock Units | 15,747 | 0.00 | — | 82,251 | D | ↗ |
| 2025-03-06 | Michaud Thomas B. | Officer | A-Award | A | Phantom Stock Units | 8,458 | 0.00 | — | 37,751 | D | ↗ |
| 2025-03-06 | Marischen James M | Officer | A-Award | A | Phantom Stock Units | 8,229 | 0.00 | — | 31,171 | D | ↗ |
| 2025-03-06 | KRUSZEWSKI RONALD J | Director / Officer | A-Award | A | Phantom Stock Units | 45,108 | 0.00 | — | 177,889 | D | ↗ |
| 2025-03-06 | Fisher Mark P | Officer | A-Award | A | Phantom Stock Units | 8,229 | 0.00 | — | 30,114 | D | ↗ |
| 2025-02-28 | ZEMLYAK JAMES M | Officer | M-Exempt | D | Phantom Stock Units | 5,977 | 0.00 | — | 62,479 | D | ↗ |
| 2025-02-28 | SLINEY DAVID D | Officer | M-Exempt | D | Phantom Stock Units | 1,952 | 0.00 | — | 23,394 | D | ↗ |
| 2025-02-28 | REICHERT CHRISTOPHER K | Officer | F-InKind | D | Common Stock | 491 | 104.90 | 51.5K | 49,369 | I | ↗ |
| 2025-02-28 | Nesi Victor | Officer | F-InKind | D | Common Stock | 3,540 | 104.90 | 371.3K | 184,360 | D | ↗ |
| 2025-02-28 | Michaud Thomas B. | Officer | M-Exempt | D | Phantom Stock Units | 3,387 | 0.00 | — | 29,293 | D | ↗ |
| 2025-02-28 | Marischen James M | Officer | M-Exempt | D | Phantom Stock Units | 1,076 | 0.00 | — | 22,942 | D | ↗ |
| 2025-02-28 | KRUSZEWSKI RONALD J | Director / Officer | F-InKind | D | Common Stock | 6,143 | 104.90 | 644.4K | 1,255,189 | D | ↗ |
| 2025-02-28 | Fisher Mark P | Officer | M-Exempt | D | Phantom Stock Units | 1,195 | 0.00 | — | 21,885 | D | ↗ |
| 2025-02-25 | KRUSZEWSKI RONALD J | Director / Officer | J-Other | D | Common Stock | 1,840 | 104.01 | 191.4K | 1,247,387 | D | ↗ |
| 2025-02-03 | ZEMLYAK JAMES M | Officer | M-Exempt | A | Common Stock | 22,576 | 0.00 | — | 1,169,534 | D | ↗ |
| 2025-02-03 | WEISEL THOMAS W | Director | M-Exempt | D | Phantom Stock Units | 2,508 | 0.00 | — | 628 | D | ↗ |
| 2025-02-03 | SLINEY DAVID D | Officer | M-Exempt | A | Common Stock | 9,030 | 0.00 | — | 173,655 | D | ↗ |
| 2025-02-03 | REICHERT CHRISTOPHER K | Officer | M-Exempt | A | Common Stock | 6,271 | 0.00 | — | 51,488 | I | ↗ |
| 2025-02-03 | Nesi Victor | Officer | M-Exempt | D | Phantom Stock Units | 27,593 | 0.00 | — | 73,437 | D | ↗ |
| 2025-02-03 | Michaud Thomas B. | Officer | M-Exempt | A | Common Stock | 10,661 | 0.00 | — | 92,913 | D | ↗ |
| 2025-02-03 | Marischen James M | Officer | M-Exempt | D | Phantom Stock Units | 6,271 | 0.00 | — | 24,018 | D | ↗ |
| 2025-02-03 | KRUSZEWSKI RONALD J | Director / Officer | M-Exempt | A | Common Stock | 50,168 | 0.00 | — | 1,271,326 | D | ↗ |
| 2025-02-03 | Fisher Mark P | Officer | A-Award | A | Phantom Stock Units | 8,623 | 0.00 | — | 29,978 | D | ↗ |
| 2025-01-08 | ZEMLYAK JAMES M | Officer | M-Exempt | A | Common Stock | 23,924 | 0.00 | — | 1,156,169 | D | ↗ |
| 2025-01-08 | SLINEY DAVID D | Officer | F-InKind | D | Common Stock | 3,174 | 106.08 | 336.7K | 164,625 | D | ↗ |
| 2025-01-08 | REICHERT CHRISTOPHER K | Officer | M-Exempt | D | Phantom Stock Units | 6,651 | 0.00 | — | 15,575 | D | ↗ |
| 2025-01-08 | Nesi Victor | Officer | M-Exempt | A | Common Stock | 25,744 | 0.00 | — | 179,397 | D | ↗ |
| 2025-01-08 | Michaud Thomas B. | Officer | M-Exempt | D | Phantom Stock Units | 14,393 | 0.00 | — | 30,015 | D | ↗ |
| 2025-01-08 | Marischen James M | Officer | F-InKind | D | Common Stock | 4,971 | 106.08 | 527.3K | 62,342 | D | ↗ |
| 2025-01-08 | KRUSZEWSKI RONALD J | Director / Officer | F-InKind | D | Common Stock | 20,427 | 106.08 | 2.17M | 1,221,158 | D | ↗ |
| 2025-01-08 | Fisher Mark P | Officer | M-Exempt | A | Common Stock | 10,443 | 0.00 | — | 58,575 | D | ↗ |
| 2024-12-19 | Marischen James M | Officer | G-Gift | D | Common Stock | 500 | 0.00 | — | 56,225 | D | ↗ |
| 2024-12-12 | SLINEY DAVID D | Officer | G-Gift | D | Common Stock | 2,000 | 0.00 | — | 157,619 | D | ↗ |
| 2024-11-25 | ZEMLYAK JAMES M | Officer | D-Return | D | Common Stock | 70,000 | 117.72 | 8.24M | 1,132,245 | D | ↗ |
| 2024-11-25 | Nesi Victor | Officer | D-Return | D | Common Stock | 15,000 | 117.72 | 1.77M | 153,653 | D | ↗ |
| 2024-11-25 | Michaud Thomas B. | Officer | D-Return | D | Common Stock | 15,000 | 117.72 | 1.77M | 75,055 | D | ↗ |
| 2024-11-25 | KRUSZEWSKI RONALD J | Director / Officer | D-Return | D | Common Stock | 100,000 | 117.72 | 11.77M | 1,191,516 | D | ↗ |
| 2024-11-22 | WEISEL THOMAS W | Director | S-Sale | D | Common Stock | 13,000 | 115.01 | 1.50M | 13,178 | D | ↗ |
| 2024-11-20 | ZEMLYAK JAMES M | Officer | J-Other | D | Common Stock | 17,600 | 113.44 | 2.00M | 1,202,245 | D | ↗ |
| 2024-11-20 | KRUSZEWSKI RONALD J | Director / Officer | J-Other | D | Common Stock | 43,900 | 113.44 | 4.98M | 1,291,516 | D | ↗ |
| 2024-11-18 | Nesi Victor | Officer | S-Sale | D | Common Stock | 10,500 | 113.82 | 1.20M | 44,232 | I | ↗ |
| 2024-11-12 | SLINEY DAVID D | Officer | S-Sale | D | Common Stock | 25,000 | 116.18 | 2.90M | 159,619 | D | ↗ |
| 2024-06-24 | ZEMLYAK JAMES M | Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,219,845 | — | ↗ |
| 2024-06-24 | KRUSZEWSKI RONALD J | Director / Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,335,416 | — | ↗ |
| 2024-06-07 | ZIMMERMAN MICHAEL J | Director | M-Exempt | A | Common Stock | 2,504 | 0.00 | — | 53,919 | — | ↗ |
| 2024-06-07 | PEACOCK DAVID A | Director | M-Exempt | D | Phantom Stock Units | 2,504 | 0.00 | — | 1,914 | — | ↗ |
| 2024-06-07 | Markus Maura A. | Director | M-Exempt | D | Phantom Stock Units | 2,504 | 0.00 | — | 1,914 | — | ↗ |
| 2024-06-07 | Ludeman Daniel J. | Director | M-Exempt | D | Phantom Stock Units | 2,504 | 0.00 | — | 1,914 | — | ↗ |
| 2024-06-07 | Kavanaugh James P. | Director | M-Exempt | D | Phantom Stock Units | 2,504 | 0.00 | — | 1,914 | — | ↗ |
| 2024-06-07 | Carnoy Lisa Landau | Director | M-Exempt | A | Common Stock | 3,164 | 0.00 | — | 3,164 | — | ↗ |
| 2024-06-07 | Brown Maryam S. | Director | M-Exempt | A | Common Stock | 3,164 | 0.00 | — | 3,164 | — | ↗ |
| 2024-06-07 | Berlew Adam T. | Director | M-Exempt | A | Common Stock | 2,504 | 0.00 | — | 12,528 | — | ↗ |
| 2024-06-07 | BROWN MICHAEL W | Director | M-Exempt | D | Phantom Stock Units | 2,504 | 0.00 | — | 1,914 | — | ↗ |
| 2024-06-05 | ZIMMERMAN MICHAEL J | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 4,418 | — | ↗ |
| 2024-06-05 | PEACOCK DAVID A | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 4,418 | — | ↗ |
| 2024-06-05 | Markus Maura A. | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 4,418 | — | ↗ |
| 2024-06-05 | Ludeman Daniel J. | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 4,418 | — | ↗ |
| 2024-06-05 | Kavanaugh James P. | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 4,418 | — | ↗ |
| 2024-06-05 | Carnoy Lisa Landau | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 5,078 | — | ↗ |
| 2024-06-05 | Brown Maryam S. | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 5,078 | — | ↗ |
| 2024-06-05 | Berlew Adam T. | Director | A-Award | A | Phontom Stock Unit | 1,914 | 0.00 | — | 1,914 | — | ↗ |
| 2024-06-05 | BROWN MICHAEL W | Director | A-Award | A | Phantom Stock Units | 1,914 | 0.00 | — | 4,418 | — | ↗ |
| 2024-05-02 | PEACOCK DAVID A | Director | S-Sale | D | Common Stock | 13,000 | 79.90 | 1.04M | 18,646 | — | ↗ |
| 2024-04-11 | ZEMLYAK JAMES M | Officer | G-Gift | A | Common Stock | 409 | 0.00 | — | 409 | — | ↗ |
| 2024-03-15 | SLINEY DAVID D | Officer | S-Sale | D | Common Stock | 3,795 | 74.01 | 280.9K | 184,619 | — | ↗ |
| 2024-03-13 | SLINEY DAVID D | Officer | S-Sale | D | Common Stock | 17,000 | 74.83 | 1.27M | 189,714 | — | ↗ |
| 2024-03-11 | Michaud Thomas B. | Officer | S-Sale | D | Common Stock | 25,421 | 74.26 | 1.89M | 90,055 | — | ↗ |
| 2024-03-08 | ZEMLYAK JAMES M | Officer | A-Award | A | Phantom Stock Units | 26,000 | 0.00 | — | 86,736 | — | ↗ |
| 2024-03-08 | SLINEY DAVID D | Officer | A-Award | A | Phantom Stock Units | 8,533 | 0.00 | — | 33,268 | — | ↗ |
| 2024-03-08 | REICHERT CHRISTOPHER K | Officer | A-Award | A | Phantom Stock Units | 6,933 | 0.00 | — | 22,226 | — | ↗ |
| 2024-03-08 | Nesi Victor | Officer | D-Return | D | Common Stock | 25,000 | 75.41 | 1.89M | 168,653 | — | ↗ |
| 2024-03-08 | Michaud Thomas B. | Officer | A-Award | A | Phantom Stock Units | 9,000 | 0.00 | — | 44,408 | — | ↗ |
| 2024-03-08 | Marischen James M | Officer | A-Award | A | Phantom Stock Units | 9,067 | 0.00 | — | 33,538 | — | ↗ |
| 2024-03-08 | KRUSZEWSKI RONALD J | Director / Officer | A-Award | A | Phantom Stock Units | 60,267 | 0.00 | — | 183,571 | — | ↗ |
| 2024-03-08 | Fisher Mark P | Officer | A-Award | A | Phantom Stock Units | 9,067 | 0.00 | — | 31,798 | — | ↗ |
| 2024-03-01 | ZEMLYAK JAMES M | Officer | M-Exempt | D | Phantom Stock Units | 5,967 | 0.00 | — | 84,642 | — | ↗ |
| 2024-03-01 | SLINEY DAVID D | Officer | M-Exempt | A | Common Stock | 7,809 | 0.00 | — | 212,592 | — | ↗ |
| 2024-03-01 | REICHERT CHRISTOPHER K | Officer | M-Exempt | A | Common Stock | 4,415 | 0.00 | — | 52,302 | — | ↗ |
| 2024-03-01 | Nesi Victor | Officer | M-Exempt | D | Phantom Stock Units | 27,731 | 0.00 | — | 67,216 | — | ↗ |
| 2024-03-01 | Michaud Thomas B. | Officer | M-Exempt | A | Common Stock | 13,547 | 0.00 | — | 125,305 | — | ↗ |
| 2024-03-01 | Marischen James M | Officer | M-Exempt | A | Common Stock | 4,303 | 0.00 | — | 58,625 | — | ↗ |
| 2024-03-01 | KRUSZEWSKI RONALD J | Director / Officer | M-Exempt | A | Common Stock | 55,781 | 0.00 | — | 1,475,312 | — | ↗ |
| 2024-03-01 | Fisher Mark P | Officer | F-InKind | D | Common Stock | 2,258 | 75.00 | 169.4K | 48,132 | D | ↗ |
| 2024-02-21 | Nesi Victor | Officer | S-Sale | D | Common Stock | 36,000 | 75.37 | 2.71M | 54,732 | — | ↗ |
| 2024-01-25 | WEISEL THOMAS W | Director | G-Gift | D | Common Stock | 3,692 | 0.00 | — | 26,178 | — | ↗ |
| 2024-01-19 | ZEMLYAK JAMES M | Officer | M-Exempt | D | Phantom Stock Units | 18,724 | 0.00 | — | 60,726 | — | ↗ |
| 2024-01-19 | SLINEY DAVID D | Officer | M-Exempt | D | Phantom Stock Units | 9,883 | 0.00 | — | 28,286 | — | ↗ |
| 2024-01-19 | REICHERT CHRISTOPHER K | Officer | M-Exempt | D | Phantom Stock Units | 8,129 | 0.00 | — | 14,190 | — | ↗ |
| 2024-01-19 | Nesi Victor | Officer | F-InKind | D | Common Stock | 10,048 | 69.15 | 694.8K | 177,159 | — | ↗ |
| 2024-01-19 | Michaud Thomas B. | Officer | M-Exempt | D | Phantom Stock Units | 17,068 | 0.00 | — | 34,498 | — | ↗ |
| 2024-01-19 | Marischen James M | Officer | M-Exempt | A | Common Stock | 9,901 | 0.00 | — | 58,810 | — | ↗ |
| 2024-01-19 | KRUSZEWSKI RONALD J | Director / Officer | M-Exempt | A | Common Stock | 37,334 | 0.00 | — | 1,422,387 | — | ↗ |
| 2024-01-19 | Fisher Mark P | Officer | M-Exempt | A | Common Stock | 13,164 | 0.00 | — | 53,339 | — | ↗ |
| 2023-12-18 | WEISEL THOMAS W | Director | G-Gift | D | Common Stock | 78 | 0.00 | — | 29,870 | — | ↗ |
| 2023-12-15 | WEISEL THOMAS W | Director | G-Gift | D | Common Stock | 4,630 | 0.00 | — | 29,948 | — | ↗ |
| 2023-12-13 | Fisher Mark P | Officer | S-Sale | D | Common Stock | 8,100 | 64.75 | 524.4K | 40,175 | — | ↗ |
| 2023-08-18 | REICHERT CHRISTOPHER K | Officer | S-Sale | D | Common Stock | 15,377 | 62.40 | 959.5K | 42,225 | — | ↗ |
| 2023-06-13 | ZIMMERMAN MICHAEL J | Director | M-Exempt | D | Phantom Stock Units | 2,641 | 0.00 | — | 2,504 | — | ↗ |
| 2023-06-13 | PEACOCK DAVID A | Director | M-Exempt | A | Common Stock | 2,641 | 0.00 | — | 31,646 | — | ↗ |
| 2023-06-13 | Markus Maura A. | Director | M-Exempt | D | Phantom Stock Units | 2,641 | 0.00 | — | 2,504 | — | ↗ |
| 2023-06-13 | Ludeman Daniel J. | Director | M-Exempt | D | Phantom Stock Units | 2,641 | 0.00 | — | 2,504 | — | ↗ |
| 2023-06-13 | Kavanaugh James P. | Director | M-Exempt | A | Common Stock | 2,554 | 0.00 | — | 2,554 | — | ↗ |
| 2023-06-13 | Brown Kathleen | Director | M-Exempt | D | Phantom Stock Units | 2,641 | 0.00 | — | 0 | — | ↗ |
| 2023-06-13 | Berlew Adam T. | Director | M-Exempt | D | Phantom Stock Units | 2,641 | 0.00 | — | 2,504 | — | ↗ |
| 2023-06-13 | BROWN MICHAEL W | Director | M-Exempt | D | Phantom Stock Units | 2,641 | 0.00 | — | 2,504 | — | ↗ |
| 2023-06-07 | ZIMMERMAN MICHAEL J | Director | A-Award | A | Phantom Stock Units | 2,504 | 0.00 | — | 5,146 | — | ↗ |
| 2023-06-07 | PEACOCK DAVID A | Director | A-Award | A | Phantom Stock Units | 2,504 | 0.00 | — | 5,146 | — | ↗ |
Executive team
Executive compensation
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2011 | Ronald J. Kruszewski Chairman, President, and Chief Executive Officer | 200.0K | 1.13M | 4.25M | — | — | 98.1K | 5.67M | 74.92% | ↗ |
| 2 | 2011 | Victor J. Nesi Senior Vice President and Co-Director of the Institutional Group | 250.0K | 1.20M | 2.31M | — | — | 11.7K | 3.77M | 61.27% | ↗ |
| 3 | 2011 | Thomas P. Mulroy Senior Vice President and Co-Director of the Institutional Group | 250.0K | 1.20M | 2.28M | — | — | 11.7K | 3.74M | 60.95% | ↗ |
| 4 | 2011 | James M. Zemlyak Senior Vice President and Chief Financial Officer | 175.0K | 1.20M | 2.05M | — | — | 12.2K | 3.44M | 59.67% | ↗ |
| 5 | 2011 | Thomas W. Weisel Chairman of the Board | 200.0K | 1.04M | 1.78M | — | — | 300.7K | 3.32M | 53.62% | ↗ |
| 6 | 2010 | Ronald J. Kruszewski Chairman, President, and Chief Executive Officer | 200.0K | 3.00M | 1.20M | — | — | 76.7K | 4.48M | 26.81% | ↗ |
| 7 | 2010 | Victor J. Nesi Senior Vice President and Co-Director of the Institutional Group | 250.0K | 2.45M | 725.0K | — | — | 12.0K | 3.44M | 21.09% | ↗ |
| 8 | 2010 | Thomas P. Mulroy Senior Vice President and Co-Director of the Institutional Group | 250.0K | 1.88M | 772.5K | — | — | 12.0K | 2.91M | 26.55% | ↗ |
| 9 | 2010 | James M. Zemlyak Senior Vice President and Chief Financial Officer | 175.0K | 1.28M | 357.8K | — | — | 13.1K | 1.82M | 19.65% | ↗ |
| 10 | 2009 | Ronald J. Kruszewski Chairman, President, and Chief Executive Officer | 200.0K | 2.72M | 1.20M | 4.1K | — | 73.7K | 4.20M | 28.68% | ↗ |
| 11 | 2009 | Thomas P. Mulroy Senior Vice President and Co-Director of the Institutional Group | 250.0K | 1.79M | 600.0K | — | — | 12.2K | 2.65M | 22.67% | ↗ |
| 12 | 2009 | James M. Zemlyak Senior Vice President and Chief Financial Officer | 175.0K | 1.17M | 409.4K | — | — | 13.4K | 1.77M | 23.17% | ↗ |
| 13 | 2005 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer of Stifel Financial Corp. and Chief Executive Officer of Stifel Nicolaus | 200.0K | 1.47M | — | — | — | 21.2K | 1.69M | 0.00% | ↗ |
| 14 | 2005 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel Nicolaus | 175.0K | 850.0K | — | — | — | 11.2K | 1.04M | 0.00% | ↗ |
| 15 | 2005 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Executive Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel Nicolaus | 175.0K | 828.8K | — | — | — | 1.2K | 1.00M | 0.00% | ↗ |
| 16 | 2005 | David D. Sliney Senior Vice President of Stifel Financial Corp. and Stifel Nicolaus | 150.0K | 361.3K | — | — | — | 1.2K | 512.4K | 0.00% | ↗ |
| 17 | 2005 | David M. Minnick Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel Nicolaus | 125.0K | 127.5K | — | — | — | 759.00 | 253.3K | 0.00% | ↗ |
| 18 | 2004 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer of Stifel Financial Corp. and Chief Executive Officer of Stifel Nicolaus | 200.0K | 1.62M | — | — | — | 1.3K | 1.82M | 0.00% | ↗ |
| 19 | 2004 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer of Stifel Financial Corp. and Chairman and Chief Executive Officer of Stifel Nicolaus | 200.0K | 1.62M | — | — | — | 1.3K | 1.82M | 0.00% | ↗ |
| 20 | 2004 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel Nicolaus | 175.0K | 956.3K | — | — | — | 2.2K | 1.13M | 0.00% | ↗ |
| 21 | 2004 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel, Nicolaus | 175.0K | 956.3K | — | — | — | 2.2K | 1.13M | 0.00% | ↗ |
| 22 | 2004 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Senior Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel, Nicolaus | 175.0K | 913.8K | — | — | — | 2.3K | 1.09M | 0.00% | ↗ |
| 23 | 2004 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Executive Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel Nicolaus | 175.0K | 913.8K | — | — | — | 2.3K | 1.09M | 0.00% | ↗ |
| 24 | 2004 | David D. Sliney Senior Vice President of Stifel Financial Corp. and Stifel Nicolaus | 143.8K | 382.5K | — | — | — | 1.4K | 527.7K | 0.00% | ↗ |
| 25 | 2004 | David D. Sliney Senior Vice President of Stifel Financial Corp. and Stifel, Nicolaus | 143.8K | 382.5K | — | — | — | 1.4K | 527.7K | 0.00% | ↗ |
| 26 | 2004 | Thomas Prince Former Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel Nicolaus | 169.5K | 15.0K | — | — | — | 15.7K | 200.3K | 0.00% | ↗ |
| 27 | 2004 | David M. Minnick Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel Nicolaus | 23.2K | 70.0K | — | 3.0K | — | — | 96.2K | 3.12% | ↗ |
| 28 | 2003 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer of Stifel Financial Corp. and Chief Executive Officer of Stifel Nicolaus | 200.0K | 1.06M | — | 30.0K | — | 14.4K | 1.31M | 2.30% | ↗ |
| 29 | 2003 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer of Stifel Financial Corp. and Chairman and Chief Executive Officer of Stifel Nicolaus | 200.0K | 1.06M | — | 30.0K | — | 14.4K | 1.31M | 2.30% | ↗ |
| 30 | 2003 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer | 200.0K | 1.06M | — | 30.0K | — | 14.4K | 1.31M | 2.30% | ↗ |
| 31 | 2003 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel Nicolaus | 175.0K | 680.0K | — | 20.0K | — | 2.5K | 877.5K | 2.28% | ↗ |
| 32 | 2003 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel, Nicolaus | 175.0K | 680.0K | — | 20.0K | — | 2.5K | 877.5K | 2.28% | ↗ |
| 33 | 2003 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Senior Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel, Nicolaus | 175.0K | 565.3K | — | 20.0K | — | 2.5K | 762.8K | 2.62% | ↗ |
| 34 | 2003 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Executive Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel Nicolaus | 175.0K | 565.3K | — | 20.0K | — | 2.5K | 762.8K | 2.62% | ↗ |
| 35 | 2003 | David D. Sliney Senior Vice President of Stifel Financial Corp. and Stifel Nicolaus | 125.0K | 276.3K | — | 7.0K | — | 971.00 | 409.2K | 1.71% | ↗ |
| 36 | 2003 | David D. Sliney Senior Vice President of Stifel Financial Corp. and Stifel, Nicolaus | 125.0K | 276.3K | — | 7.0K | — | 971.00 | 409.2K | 1.71% | ↗ |
| 37 | 2003 | Thomas Prince Former Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel Nicolaus | 150.0K | 135.0K | — | — | — | 22.4K | 307.4K | 0.00% | ↗ |
| 38 | 2003 | Thomas Prince Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel, Nicolaus | 150.0K | 135.0K | — | — | — | 22.4K | 307.4K | 0.00% | ↗ |
| 39 | 2002 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer | 200.0K | 600.0K | — | 40.0K | — | 13.9K | 853.9K | 4.68% | ↗ |
| 40 | 2002 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer of Stifel Financial Corp. and Chairman and Chief Executive Officer of Stifel Nicolaus | 200.0K | 600.0K | — | 40.0K | — | 13.9K | 853.9K | 4.68% | ↗ |
| 41 | 2002 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel, Nicolaus | 175.0K | 425.0K | — | 20.0K | — | 6.9K | 626.9K | 3.19% | ↗ |
| 42 | 2002 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Senior Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel, Nicolaus | 175.0K | 375.0K | — | 20.0K | — | 6.4K | 576.4K | 3.47% | ↗ |
| 43 | 2002 | Thomas Prince Senior Vice President and General Counsel | 150.0K | 248.9K | — | 4.0K | — | 22.7K | 425.6K | 0.94% | ↗ |
| 44 | 2002 | Thomas Prince Former Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel Nicolaus | 150.0K | 147.7K | — | 4.0K | — | 22.7K | 324.3K | 1.23% | ↗ |
| 45 | 2002 | Thomas Prince Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel, Nicolaus | 150.0K | 128.9K | — | — | — | 22.7K | 301.6K | 0.00% | ↗ |
| 46 | 2002 | David D. Sliney Senior Vice President of Stifel Financial Corp. and Stifel, Nicolaus | 125.0K | 161.5K | — | 10.0K | — | 984.00 | 297.5K | 3.36% | ↗ |
| 47 | 2002 | George H. Walker III Chairman Emeritus | 142.7K | 7.5K | — | — | — | 500.00 | 150.7K | 0.00% | ↗ |
| 48 | 2001 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer | 200.0K | 400.0K | — | 25.0K | — | 25.2K | 650.2K | 3.85% | ↗ |
| 49 | 2001 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel, Nicolaus | 175.0K | 275.0K | — | 14.0K | — | 11.8K | 475.8K | 2.94% | ↗ |
| 50 | 2001 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Senior Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel, Nicolaus | 175.0K | 250.0K | — | 14.0K | — | 10.8K | 449.8K | 3.11% | ↗ |
| 51 | 2001 | Thomas Prince Senior Vice President and General Counsel | 150.0K | 113.8K | — | — | — | 3.0K | 266.8K | 0.00% | ↗ |
| 52 | 2001 | George H. Walker III Chairman Emeritus | 162.5K | 100.0K | — | — | — | 951.00 | 263.5K | 0.00% | ↗ |
| 53 | 2001 | Thomas Prince Senior Vice President and General Counsel of Stifel Financial Corp. and Stifel, Nicolaus | 150.0K | 95.0K | — | — | — | 3.0K | 248.0K | 0.00% | ↗ |
| 54 | 2001 | David D. Sliney Senior Vice President of Stifel Financial Corp. and Stifel, Nicolaus | 125.0K | 119.0K | — | — | — | 1.7K | 245.7K | 0.00% | ↗ |
| 55 | 2000 | Ronald J. Kruszewski Chairman, President and Chief Executive Officer | 200.0K | 575.0K | — | 20.0K | — | 21.6K | 816.6K | 2.45% | ↗ |
| 56 | 2000 | Scott B. McCuaig Senior Vice President of Stifel Financial Corp. and President and Co-Chief Operating Officer of Stifel, Nicolaus | 175.0K | 397.5K | — | 12.0K | — | 69.0K | 653.5K | 1.84% | ↗ |
| 57 | 2000 | James M. Zemlyak Senior Vice President, Chief Financial Officer and Treasurer of Stifel Financial Corp. and Senior Vice President, Co-Chief Operating Officer and Chief Financial Officer of Stifel, Nicolaus | 175.0K | 355.0K | — | 10.0K | — | 8.3K | 548.3K | 1.82% | ↗ |
| 58 | 2000 | George H. Walker III Chairman Emeritus | 175.0K | 75.0K | — | — | — | 961.00 | 251.0K | 0.00% | ↗ |
| 59 | 2000 | Thomas Prince Senior Vice President and General Counsel | 175.0K | 71.7K | — | 2.0K | — | 1.4K | 250.1K | 0.80% | ↗ |
Proxy statements
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Ronald James Kruszewski | Chairman & Chief Executive Officer | 10M | male |
| Thomas Beaulieu Michaud | Senior VP and Co-Head of Institutional Equities & Advisory Businesses | 7M | male |
| James Mark Zemlyak | President & Head of Global Wealth Management | 7M | male |
| C. Bradford Raymond | Global Co-Head of Institutional Equities & Advisory | 3M | male |
| James Marischen | Senior Vice President & Chief Financial Officer | 3M | male |
| David D. Sliney | Senior Vice President & Chief Operating Officer | 512.4K | male |
| Michael Nitka | Managing Director | — | — |
| Michael O'Keeffe | Chief Investment Officer | — | male |
| Rajive Kumar | vice president | — | male |
| Thomas R. Kendrick | Senior Managing Director of Equities | — | male |
| Bradford Raymond | Global Head of Investment Banking | — | male |
| Thomas Wilson Weisel | Senior MD & Director | — | male |
No Senate trading activity found for this company.
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-11-24 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-11-03 | 2026-01-13 | Julia Letlow | LA05 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-06-17 | 2025-08-13 | Lisa McClain | MI09 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-09 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2024-10-31 | 2024-11-07 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2024-06-21 | 2024-07-09 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2024-06-05 | 2024-07-22 | Michael McCaul | TX10 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-21 | 2024-03-20 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-02-20 | 2024-03-20 | Michael McCaul | TX10 | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2024-02-20 | 2024-03-20 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-01-22 | 2024-02-22 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2024-01-22 | 2024-02-22 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2024-01-19 | 2024-02-22 | Michael McCaul | TX10 | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2024-01-19 | 2024-02-22 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2023-09-08 | 2023-10-10 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-07 | 2023-10-10 | Michael McCaul | TX10 | Spouse | Purchase | $50,001 - $100,000 | ↗ |
| 2023-09-07 | 2023-10-10 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2023-09-06 | 2023-10-10 | Michael McCaul | TX10 | Spouse | Purchase | $15,001 - $50,000 | ↗ |
| 2023-09-06 | 2023-10-10 | Michael McCaul | TX10 | — | Purchase | $1,001 - $15,000 | ↗ |
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