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Sotera Health Company (SHC)

USD17.80 -0.37 (-2.03%)
US NASDAQ Healthcare Medical - Diagnostics & Research
Address 9100 South Hills Boulevard 44147
Broadview Heights, OH, US
CEO Michael Petras Jr.
IPO 2020-11-20
CIK 1822479 ISIN US83601L1026

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Description

Sotera Health Company, headquartered in Broadview Heights, Ohio, delivers essential sterilization, laboratory testing, and advisory services to a global clientele spanning North America, Europe, and various international regions. The firm's sterilization capabilities encompass gamma and electron beam irradiation, alongside ethylene oxide (EO) processing. Through its Nelson Labs division, Sotera Health conducts comprehensive microbiological and analytical chemistry analyses. Additionally, it offers specialized consulting to the medical device and biopharmaceutical industries. Sotera Health serves a diverse array of sectors, including medical device manufacturers, pharmaceutical companies, producers of food and agricultural products, and various commercial, advanced, and specialty application industries. Incorporated in 2017, the company was previously known as Sotera Health Topco, Inc., adopting its current name in October 2020.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD17.80 -0.37 (-2.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
3M
Beta
1.80
Float Shares
154.13M
Free Float %
54.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-2.22% -3.26% +0.46% -9.07% -5.05% -12.53% +14.30% +5.11% -35.14% -38.53% -38.53%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (12 ratings, all time) Buy
Price Targets & DCF
Current price
17.80
Low 18.00 +1.1%
Consensus 22.00 +23.6%
Median 24.00 +34.8%
High 24.00 +34.8%
Ratings Trend (MoM) 80% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 5 0
Hold 2 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
18.00
+1.1%
Last Quarter 1
18.00
+1.1%
Last Year 6
20.33
+14.2%
All Time 20
17.40
-2.3%
Quality scores
Altman Z-Score
1.69
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
B-
Overall Score
2 / 5
Medium
DCF Score
1 / 5
Low
ROE Score
5 / 5
High
ROA Score
4 / 5
High
D/E Score
1 / 5
Low
P/E Score
2 / 5
Medium
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
  • Revenue growth Medical - Diagnostics & Research: +7.9%
    +5.7% Q1'26: +10.0% (vs Q1'25)
  • EPS growth Medical - Diagnostics & Research: +30.8%
    +68.8% Q1'26: +297.4% (vs Q1'25)
  • FCF margin FCF growth · Medical - Diagnostics & Research: +32.2%
    +9.1% Q1'26: -6.0% (vs Q1'25)
  • EBIT margin Medical - Diagnostics & Research: +9.6%
    +26.1% Q1'26: +30.9% (vs Q1'25)
  • ROIC Medical - Diagnostics & Research: +5.2%
    +7.2% Q1'26: +8.4% (vs Q1'25)
  • Share dilution Medical - Diagnostics & Research: 0.0%
    +0.5% Q1'26: +1.4% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Medical - Diagnostics & Research: -0.13×
    7.50× Q1'26: 4.80× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

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

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.82) × ERP
WACC = 66% × Ke + 34% × Kd (6.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 17.80
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

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

Consensus Estimates
Metric Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
5 EPS Ana.
Dec 2027
7 Rev. Ana.
5 EPS Ana.
Dec 2028
4 Rev. Ana.
2 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Revenue
818.16M
est: 815.86M (+0.3%)
931.48M
est: 926.73M (+0.5%)
1.00B
est: 1.00B (+0.3%)
1.05B
est: 1.10B (-4.5%)
1.10B
est: 1.10B (-0.1%)
1.16B
est: 1.16B (+0.3%)
1.24B
1.24B – 1.25B
+7.2% YoY
1.32B
1.31B – 1.32B
+5.9% YoY
1.39B
1.39B – 1.39B
+5.9% YoY
1.48B
1.47B – 1.48B
+6.0% YoY
EBITDA
319.96M
est: 260.03M (+23.0%)
400.81M
est: 295.36M (+35.7%)
-17.41M
est: 318.99M (-105.5%)
406.83M
est: 321.35M (+26.6%)
442.20M
est: 322.19M (+37.2%)
303.23M
est: 339.35M (-10.6%)
363.64M
362.55M – 366.57M
+7.2% YoY
384.94M
383.80M – 386.76M
+5.9% YoY
407.79M
407.79M – 407.79M
+5.9% YoY
432.20M
430.91M – 434.24M
+6.0% YoY
EBIT
176.40M
est: 132.48M (+33.2%)
249.91M
est: 150.48M (+66.1%)
-162.97M
est: 162.51M (-200.3%)
248.91M
est: 188.20M (+32.3%)
278.57M
est: 188.69M (+47.6%)
303.23M
est: 198.74M (+52.6%)
212.96M
212.33M – 214.68M
+7.2% YoY
225.44M
224.77M – 226.51M
+5.9% YoY
238.83M
238.83M – 238.83M
+5.9% YoY
253.12M
252.37M – 254.31M
+6.0% YoY
Net Income
-38.62M
est: 107.71M (-135.9%)
116.88M
est: 249.16M (-53.1%)
-233.57M
est: 265.96M (-187.8%)
51.38M
est: 40.63M (+26.4%)
44.40M
est: 197.75M (-77.5%)
77.95M
est: 239.57M (-67.5%)
275.51M
266.81M – 284.21M
+15.0% YoY
300.48M
291.89M – 309.06M
+9.1% YoY
332.47M
307.16M – 357.79M
+10.6% YoY
360.89M
359.50M – 363.10M
+8.5% YoY
SGA
178.53M
est: 183.04M (-2.5%)
198.16M
est: 207.92M (-4.7%)
245.71M
est: 224.55M (+9.4%)
236.67M
est: 246.17M (-3.9%)
242.63M
est: 246.81M (-1.7%)
252.76M
est: 259.96M (-2.8%)
278.56M
277.73M – 280.81M
+7.2% YoY
294.88M
294.01M – 296.27M
+5.9% YoY
312.39M
312.39M – 312.39M
+5.9% YoY
331.08M
330.10M – 332.65M
+6.0% YoY
EPS
-0.14
est: 0.38 (-137.0%)
0.41
est: 0.87 (-53.1%)
-0.83
est: 0.93 (-188.9%)
0.18
est: 0.14 (+27.0%)
0.16
est: 0.69 (-76.9%)
0.27
est: 0.84 (-67.8%)
0.97
0.93 – 0.99
+15.9% YoY
1.06
1.02 – 1.08
+9.0% YoY
1.16
1.07 – 1.25
+9.6% YoY
1.26
1.26 – 1.27
+8.5% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B- 2/5 1/5 5/5 4/5 1/5 2/5 1/5
2026-05-08 B- 2/5 1/5 5/5 4/5 1/5 2/5 1/5
2026-05-07 B- 2/5 1/5 5/5 4/5 1/5 2/5 1/5
2026-05-06 B- 2/5 1/5 5/5 4/5 1/5 2/5 1/5
2026-05-05 B- 2/5 1/5 5/5 4/5 1/5 2/5 1/5
2026-05-04 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-05-01 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-30 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-29 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-28 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-27 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-24 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-23 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-22 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-21 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-20 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-17 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-16 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5
2026-04-15 C+ 2/5 1/5 4/5 4/5 1/5 1/5 1/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
166.12M
OE per share TTM
0.58
Owner's Yield
3.80%
Maintenance CapEx ratio
90.49%
Maint CapEx / Avg PPE
86.6%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
63
Total invested
58.07M
Insider transactions (90d)
0
Beneficial owners (>5%)
25
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 LP 198.22M 69.69% 198.22M 15.85M PN 2021-02-12
2 WP Global LLC 198.22M 69.69% 198.22M 118.93M IN, OO Delaware 2021-02-12
3 XI/A&C LP 198.22M 69.69% 198.22M 78.78M PN 2021-02-12
4 (Bermuda) Private Equity GP, Ltd. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
5 (Cayman) XI, L.P. 175.70M 62.10% 175.70M PN 2022-02-14
6 Administrative (Cayman), LLC 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
7 Co. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
8 Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but 175.70M 62.10% 175.70M 70.28M OO 2022-02-11
9 L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
10 LLC 175.70M 62.10% 175.70M 105.42M OO 2022-02-14
11 Partners GP LLC 175.70M 62.10% 175.70M 105.42M OO 2022-02-14
12 Partners II (Cayman), L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
13 Partners II Holdings (Cayman), L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
14 Partners II Holdings, L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
15 Partners II, L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
16 Partners, L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
17 Private Equity XI, L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
18 Private Equity XI-B, L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
19 Private Equity XI-C, L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
20 Private XI, L.P. 175.70M 62.10% 175.70M 105.42M PN 2022-02-14
21 Anand Desai 20.01M 7.10% 20.01M 20.01M HC, IN Delaware 2024-09-13
22 Darsana Capital GP LLC 20.01M 7.10% 20.01M 20.01M HC, OO Delaware 2024-09-13
23 Darsana Capital Partners GP LLC 20.01M 7.10% 20.01M 20.01M HC, OO Delaware 2024-09-13
24 Darsana Capital Partners LP 20.01M 7.10% 20.01M 20.01M IA, PN Delaware 2024-09-13
25 Darsana Master Fund LP 20.01M 7.10% 20.01M 20.01M PN Delaware 2024-09-13

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
63
-221 vs prev Q
New positions
7
Closed positions
226
Increased
35
Reduced
17
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 WARBURG PINCUS LLC 34.10M -27.7M (-44.8%) 601.58M -370.9M (-38.1%) 12.01% -9.769 pp 61.11% -11.068 pp USD27.44 -35.7% 21 qtrs
2 DARSANA CAPITAL PARTNERS LP 26.00M +1.0M (+4.0%) 458.64M +65.4M (+16.6%) 9.15% +0.348 pp 9.14% -0.122 pp USD16.07 +9.8% 7 qtrs
3 GTCR LLC 22.74M -18.5M (-44.8%) 401.05M -247.3M (-38.1%) 8.00% -6.512 pp 66.62% -4.957 pp USD27.44 -35.7% 21 qtrs
4 SCULPTOR CAPITAL LP 21.00M +7.7M (+57.4%) 370.44M +160.6M (+76.5%) 7.39% +2.694 pp 3.81% +1.336 pp USD14.62 +20.7% 5 qtrs
5 SESSA CAPITAL IM, L.P. 20.55M +10.6M (+107.2%) 362.50M +206.5M (+132.3%) 7.23% +3.741 pp 6.78% +3.083 pp USD15.97 +10.5% 8 qtrs
6 VANGUARD GROUP INC 19.23M +2.8M (+16.7%) 339.19M +80.1M (+30.9%) 6.77% +0.968 pp 0.00% +0.001 pp USD20.06 -12.1% 21 qtrs
7 BLACKROCK, INC. 18.08M +2.9M (+18.8%) 318.92M +79.6M (+33.3%) 6.36% +1.006 pp 0.01% +0.001 pp USD16.69 +5.7% 6 qtrs
8 SACHEM HEAD CAPITAL MANAGEMENT LP 11.65M +3.7M (+47.2%) 205.42M +81.0M (+65.1%) 4.10% +1.314 pp 4.82% +1.301 pp USD13.61 +29.6% 8 qtrs
9 T. ROWE PRICE INVESTMENT MANAGEMENT, INC. 8.86M -354.2K (-3.8%) 156.38M +11.4M (+7.8%) 3.12% -0.126 pp 0.10% +0.010 pp USD14.43 +22.2% 11 qtrs
10 JANUS HENDERSON GROUP PLC 6.77M +312.2K (+4.8%) 119.46M +17.8M (+17.6%) 2.38% +0.109 pp 0.05% +0.007 pp USD15.70 +12.4% 21 qtrs
11 STATE STREET CORP 5.97M +1.0M (+21.0%) 105.23M +27.7M (+35.7%) 2.10% +0.364 pp 0.00% +0.001 pp USD18.16 -2.9% 20 qtrs
12 DIMENSIONAL FUND ADVISORS LP 5.16M +524.0K (+11.3%) 91.04M +18.1M (+24.8%) 1.82% +0.184 pp 0.02% +0.003 pp USD15.20 +16.1% 20 qtrs
13 TWO SEAS CAPITAL LP 4.41M +1.0M (+30.8%) 77.83M +24.8M (+46.7%) 1.55% +0.365 pp 1.60% +0.752 pp USD14.00 +26.0% 8 qtrs
14 VOSS CAPITAL, LLC 3.96M +2.1M (+114.0%) 69.83M +40.7M (+140.0%) 1.39% +0.742 pp 3.35% +1.942 pp USD16.14 +9.3% 7 qtrs
15 GEODE CAPITAL MANAGEMENT, LLC 3.93M +476.4K (+13.8%) 69.37M +15.0M (+27.6%) 1.38% +0.167 pp 0.00% +0.001 pp USD19.07 -7.5% 21 qtrs
16 IRENIC CAPITAL MANAGEMENT LP 3.80M +250.0K (+7.0%) 67.00M +11.2M (+20.0%) 1.34% +0.087 pp 4.51% -1.340 pp USD13.43 +31.3% 13 qtrs
17 LAKEWOOD CAPITAL MANAGEMENT, LP 3.40M +336.8K (+11.0%) 59.97M +11.8M (+24.5%) 1.20% +0.118 pp 3.97% +0.334 pp USD12.47 +41.5% 8 qtrs
18 WOODLINE PARTNERS LP 2.88M +2.4M (+443.4%) 50.87M +42.5M (+509.4%) 1.02% +0.828 pp 0.20% +0.158 pp USD17.29 +2.0% 2 qtrs
19 AQR CAPITAL MANAGEMENT LLC 2.86M +2.6M (+1,206.2%) 50.52M +47.1M (+1,368.5%) 1.01% +0.931 pp 0.03% +0.024 pp USD17.49 +0.9% 14 qtrs
20 NORGES BANK 2.57M +2.6M (+100.0%) 45.28M +45.3M (+100.0%) 0.90% +0.904 pp 0.00% +0.005 pp USD17.64 +0.0% 1 qtrs NEW
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.14M +340.4K (+18.9%) 37.82M +9.5M (+33.3%) 0.75% +0.120 pp 0.01% +0.001 pp USD18.49 -4.6% 20 qtrs
22 MIG CAPITAL, LLC 1.96M -2.3M (-53.5%) 34.65M -31.8M (-47.9%) 0.69% -0.797 pp 5.88% -3.778 pp USD9.99 +76.6% 14 qtrs
23 NORTHERN TRUST CORP 1.56M +141.8K (+10.0%) 27.45M +5.2M (+23.4%) 0.55% +0.050 pp 0.00% +0.001 pp USD18.45 -4.4% 21 qtrs
24 QUANTINNO CAPITAL MANAGEMENT LP 1.40M +813.5K (+138.3%) 24.73M +15.5M (+167.2%) 0.49% +0.286 pp 0.05% +0.024 pp USD16.65 +5.9% 7 qtrs
25 JENNISON ASSOCIATES LLC 1.40M +1.4M (+100.0%) 24.72M +24.7M (+100.0%) 0.49% +0.493 pp 0.01% +0.015 pp USD17.64 +0.0% 1 qtrs NEW
26 BANK OF NEW YORK MELLON CORP 1.24M +148.7K (+13.7%) 21.84M +4.7M (+27.5%) 0.44% +0.052 pp 0.00% +0.001 pp USD16.72 +5.5% 20 qtrs
27 ANANYM CAPITAL MANAGEMENT, LP 1.19M -217.7K (-15.4%) 21.04M -1.1M (-5.2%) 0.42% -0.077 pp 8.65% +0.124 pp USD13.05 +35.2% 5 qtrs
28 INHERENT MANAGEMENT CORP. 1.17M +200.1K (+20.6%) 20.69M +5.4M (+35.2%) 0.41% +0.070 pp 10.62% +1.843 pp USD15.01 +17.5% 5 qtrs
29 POINT72 ASSET MANAGEMENT, L.P. 1.03M +1.0M (+100.0%) 18.24M +18.2M (+100.0%) 0.36% +0.364 pp 0.02% +0.020 pp USD17.64 +0.0% 3 qtrs
30 MORGAN STANLEY 1.02M -961.8K (-48.4%) 18.05M -13.2M (-42.2%) 0.36% -0.339 pp 0.00% -0.001 pp USD13.74 +28.4% 21 qtrs
31 TUDOR INVESTMENT CORP ET AL 770.1K -42.6K (-5.2%) 13.59M +801.4K (+6.3%) 0.27% -0.015 pp 0.03% +0.003 pp USD14.31 +23.3% 11 qtrs
32 GOTHAM ASSET MANAGEMENT, LLC 721.9K +69.0K (+10.6%) 12.73M +2.5M (+24.0%) 0.25% +0.024 pp 0.05% +0.002 pp USD13.70 +28.8% 13 qtrs
33 MILLENNIUM MANAGEMENT LLC 671.3K +627.3K (+1,425.5%) 11.84M +11.1M (+1,610.8%) 0.24% +0.221 pp 0.01% +0.005 pp USD17.21 +2.5% 21 qtrs
34 CITADEL ADVISORS LLC 604.8K +49.7K (+9.0%) 10.67M +1.9M (+22.2%) 0.21% +0.017 pp 0.00% +0.000 pp USD15.28 +15.4% 17 qtrs
35 KERRISDALE ADVISERS, LLC 556.9K -238.5K (-30.0%) 9.82M -2.7M (-21.5%) 0.20% -0.084 pp 4.63% -1.860 pp USD17.48 +0.9% 11 qtrs
36 GLUSKIN SHEFF & ASSOC INC 540.5K -4.3K (-0.8%) 9.53M +965.1K (+11.3%) 0.19% -0.002 pp 1.32% +0.241 pp USD12.48 +41.3% 4 qtrs
37 INVESCO LTD. 519.7K +182.1K (+53.9%) 9.17M +3.9M (+72.6%) 0.18% +0.064 pp 0.00% +0.001 pp USD16.80 +5.0% 20 qtrs
38 FIRST TRUST ADVISORS LP 518.4K +518.4K (+100.0%) 9.14M +9.1M (+100.0%) 0.18% +0.183 pp 0.01% +0.007 pp USD17.64 +0.0% 1 qtrs NEW
39 RHUMBLINE ADVISERS 503.3K +58.7K (+13.2%) 8.88M +1.9M (+26.9%) 0.18% +0.021 pp 0.01% +0.002 pp USD18.05 -2.3% 20 qtrs
40 ALGERT GLOBAL LLC 477.0K +234.7K (+96.9%) 8.41M +4.6M (+120.8%) 0.17% +0.083 pp 0.13% +0.067 pp USD16.67 +5.8% 2 qtrs
41 DME CAPITAL MANAGEMENT, LP 461.3K +280.7K (+155.4%) 8.14M +5.3M (+186.5%) 0.16% +0.099 pp 0.29% +0.174 pp USD15.09 +16.9% 3 qtrs
42 NUVEEN, LLC 454.7K +72.4K (+18.9%) 8.02M +2.0M (+33.4%) 0.16% +0.025 pp 0.00% +0.001 pp USD12.94 +36.3% 4 qtrs
43 CAPRICORN FUND MANAGERS LTD 449.9K +449.9K (+100.0%) 7.94M +7.9M (+100.0%) 0.16% +0.158 pp 1.91% +1.913 pp USD17.64 +0.0% 1 qtrs NEW
44 PRINCIPAL FINANCIAL GROUP INC 446.0K +54.5K (+13.9%) 7.87M +1.7M (+27.8%) 0.16% +0.019 pp 0.00% +0.001 pp USD17.63 +0.1% 19 qtrs
45 UBS ASSET MANAGEMENT AMERICAS INC 442.7K +124.2K (+39.0%) 7.81M +2.8M (+55.9%) 0.16% +0.044 pp 0.00% +0.001 pp USD15.26 +15.6% 20 qtrs
46 UBS GROUP AG 441.5K -67.8K (-13.3%) 7.79M -222.5K (-2.8%) 0.16% -0.024 pp 0.00% +0.000 pp USD13.64 +29.3% 21 qtrs
47 EXCHANGE TRADED CONCEPTS, LLC 438.7K +438.7K (+100.0%) 7.74M +7.7M (+100.0%) 0.15% +0.154 pp 0.06% +0.059 pp USD17.64 +0.0% 1 qtrs NEW
48 RENAISSANCE TECHNOLOGIES LLC 426.8K +426.8K (+100.0%) 7.53M +7.5M (+100.0%) 0.15% +0.150 pp 0.01% +0.012 pp USD17.64 +0.0% 1 qtrs NEW
49 SWISS NATIONAL BANK 420.0K +117.4K (+38.8%) 7.41M +2.6M (+55.7%) 0.15% +0.041 pp 0.00% +0.002 pp USD18.56 -5.0% 19 qtrs
50 ALLIANCEBERNSTEIN L.P. 391.1K +152.6K (+64.0%) 6.90M +3.1M (+83.9%) 0.14% +0.054 pp 0.00% +0.001 pp USD18.21 -3.1% 20 qtrs
51 PRUDENTIAL FINANCIAL INC 349.4K +195.1K (+126.4%) 6.16M +3.7M (+153.9%) 0.12% +0.069 pp 0.01% +0.005 pp USD15.96 +10.5% 17 qtrs
52 TWO SIGMA ADVISERS, LP 322.3K +322.3K (+100.0%) 5.69M +5.7M (+100.0%) 0.11% +0.114 pp 0.01% +0.011 pp USD17.64 +0.0% 1 qtrs NEW
53 TWO SIGMA INVESTMENTS, LP 321.9K +321.9K (+100.0%) 5.68M +5.7M (+100.0%) 0.11% +0.113 pp 0.01% +0.008 pp USD17.64 +0.0% 1 qtrs NEW
54 NEXPOINT ASSET MANAGEMENT, L.P. 315.5K +78.1K (+32.9%) 5.57M +1.8M (+49.1%) 0.11% +0.028 pp 0.39% +0.063 pp USD12.73 +38.6% 3 qtrs
55 LEGAL & GENERAL GROUP PLC 308.4K +52.9K (+20.7%) 5.44M +1.4M (+35.3%) 0.11% +0.019 pp 0.00% +0.000 pp USD17.91 -1.5% 21 qtrs
56 BANK OF AMERICA CORP /DE/ 298.0K -320.4K (-51.8%) 5.26M -4.5M (-46.0%) 0.10% -0.113 pp 0.00% 0.000 pp USD11.73 +50.4% 21 qtrs
57 D. E. SHAW & CO., INC. 287.2K -1.7M (-85.5%) 5.07M -26.1M (-83.7%) 0.10% -0.597 pp 0.00% -0.015 pp USD14.35 +22.9% 6 qtrs
58 JPMORGAN CHASE & CO 285.7K +48.1K (+20.3%) 5.04M +1.3M (+34.9%) 0.10% +0.017 pp 0.00% +0.000 pp USD15.27 +15.5% 21 qtrs
59 PHOCAS FINANCIAL CORP. 277.1K -626.0 (-0.2%) 4.89M +519.5K (+11.9%) 0.10% 0.000 pp 0.64% +0.069 pp USD11.64 +51.5% 7 qtrs
60 SEVEN GRAND MANAGERS, LLC 250.0K +250.0K (+100.0%) 4.41M +4.4M (+100.0%) 0.09% +0.088 pp 0.34% +0.336 pp USD17.64 +0.0% 1 qtrs NEW
61 RETIREMENT SYSTEMS OF ALABAMA 248.9K +36.0K (+16.9%) 4.39M +1.0M (+31.1%) 0.09% +0.013 pp 0.01% +0.003 pp USD17.46 +1.0% 15 qtrs
62 MARSHALL WACE, LLP 240.2K +240.2K (+100.0%) 4.24M +4.2M (+100.0%) 0.08% +0.085 pp 0.00% +0.004 pp USD17.64 +0.0% 1 qtrs NEW
63 AMERIPRISE FINANCIAL INC 235.1K +73.2K (+45.2%) 4.15M +1.6M (+62.9%) 0.08% +0.026 pp 0.00% +0.000 pp USD17.83 -1.1% 21 qtrs
64 CANDELO CAPITAL MANAGEMENT LP 230.8K +230.8K (+100.0%) 4.07M +4.1M (+100.0%) 0.08% +0.081 pp 3.63% +3.633 pp USD17.64 +0.0% 1 qtrs NEW
65 MOORE CAPITAL MANAGEMENT, LP 222.8K +222.8K (+100.0%) 3.93M +3.9M (+100.0%) 0.08% +0.078 pp 0.06% +0.057 pp USD17.64 +0.0% 1 qtrs NEW
66 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 222.7K +222.7K (+100.0%) 3.93M +3.9M (+100.0%) 0.08% +0.078 pp 0.00% +0.005 pp USD17.64 +0.0% 1 qtrs NEW
67 Y-INTERCEPT (HONG KONG) LTD 218.5K +218.5K (+100.0%) 3.85M +3.9M (+100.0%) 0.08% +0.077 pp 0.09% +0.086 pp USD17.64 +0.0% 1 qtrs NEW
68 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 204.6K +59.2K (+40.8%) 3.61M +1.3M (+57.9%) 0.07% +0.021 pp 0.00% +0.001 pp USD19.58 -9.9% 20 qtrs
69 BARCLAYS PLC 190.7K -282.9K (-59.7%) 3.36M -4.5M (-57.5%) 0.07% -0.100 pp 0.00% -0.001 pp USD14.51 +21.6% 16 qtrs
70 TREXQUANT INVESTMENT LP 189.3K +11.0K (+6.1%) 3.34M +533.9K (+19.0%) 0.07% +0.004 pp 0.03% +0.001 pp USD11.50 +53.4% 8 qtrs
71 TD ASSET MANAGEMENT INC 168.8K -3.8K (-2.2%) 2.98M +262.6K (+9.7%) 0.06% -0.001 pp 0.00% +0.000 pp USD15.18 +16.2% 11 qtrs
72 BALYASNY ASSET MANAGEMENT L.P. 161.8K +161.8K (+100.0%) 2.85M +2.9M (+100.0%) 0.06% +0.057 pp 0.00% +0.004 pp USD17.64 +0.0% 3 qtrs
73 PRICE T ROWE ASSOCIATES INC /MD/ 159.4K +42.2K (+36.0%) 2.81M +968.0K (+52.5%) 0.06% +0.015 pp 0.00% +0.000 pp USD15.36 +14.8% 15 qtrs
74 CENTERBOOK PARTNERS LP 151.5K +73.5K (+94.1%) 2.67M +1.4M (+117.7%) 0.05% +0.026 pp 0.13% +0.070 pp USD16.66 +5.9% 2 qtrs
75 BURKEHILL GLOBAL MANAGEMENT, LP 150.0K +150.0K (+100.0%) 2.65M +2.6M (+100.0%) 0.05% +0.053 pp 0.17% +0.174 pp USD17.64 +0.0% 1 qtrs NEW
76 MANUFACTURERS LIFE INSURANCE COMPANY, THE 150.0K +21.4K (+16.7%) 2.65M +623.4K (+30.8%) 0.05% +0.008 pp 0.00% +0.001 pp USD17.17 +2.7% 15 qtrs
77 BRANDES INVESTMENT PARTNERS, LP 148.6K +28.6K (+23.8%) 2.62M +733.3K (+38.8%) 0.05% +0.010 pp 0.02% +0.005 pp USD13.53 +30.4% 8 qtrs
78 AMERICAN CENTURY COMPANIES INC 146.8K +130.0K (+770.2%) 2.59M +2.3M (+875.8%) 0.05% +0.046 pp 0.00% +0.001 pp USD16.91 +4.3% 13 qtrs
79 STATE OF NEW JERSEY COMMON PENSION FUND D 141.6K +141.6K (+100.0%) 2.50M +2.5M (+100.0%) 0.05% +0.050 pp 0.01% +0.009 pp USD17.64 +0.0% 1 qtrs NEW
80 HRT FINANCIAL LP 138.4K -78.1K (-36.1%) 2.44M -965.0K (-28.3%) 0.05% -0.028 pp 0.01% -0.005 pp USD14.68 +20.2% 3 qtrs
81 GOLDMAN SACHS GROUP INC 137.9K +41.1K (+42.4%) 2.43M +909.2K (+59.7%) 0.05% +0.014 pp 0.00% +0.000 pp USD14.16 +24.6% 21 qtrs
82 DEUTSCHE BANK AG\ 132.8K +297.0 (+0.2%) 2.34M +258.3K (+12.4%) 0.05% +0.000 pp 0.00% +0.000 pp USD11.58 +52.3% 20 qtrs
83 FORTRESS INVESTMENT GROUP LLC 124.7K +124.7K (+100.0%) 2.20M +2.2M (+100.0%) 0.04% +0.044 pp 0.52% +0.516 pp USD17.64 +0.0% 1 qtrs NEW
84 BNP PARIBAS ARBITRAGE, SNC 120.2K +43.7K (+57.2%) 2.12M +917.3K (+76.2%) 0.04% +0.015 pp 0.00% +0.000 pp USD16.16 +9.2% 5 qtrs
85 MARINER, LLC 113.0K +113.0K (+100.0%) 1.99M +2.0M (+100.0%) 0.04% +0.040 pp 0.00% +0.002 pp USD17.64 +0.0% 1 qtrs NEW
86 NORDEA INVESTMENT MANAGEMENT AB 107.8K +107.8K (+100.0%) 1.91M +1.9M (+100.0%) 0.04% +0.038 pp 0.00% +0.002 pp USD17.64 +0.0% 1 qtrs NEW
87 METLIFE INVESTMENT MANAGEMENT, LLC 102.2K +11.0K (+12.0%) 1.80M +367.6K (+25.6%) 0.04% +0.004 pp 0.01% +0.002 pp USD17.51 +0.7% 16 qtrs
88 CERITY PARTNERS LLC 102.1K +102.1K (+100.0%) 1.80M +1.8M (+100.0%) 0.04% +0.036 pp 0.00% +0.003 pp USD17.64 +0.0% 1 qtrs NEW
89 NEW YORK STATE COMMON RETIREMENT FUND 99.6K -279.0 (-0.3%) 1.76M +185.9K (+11.8%) 0.04% 0.000 pp 0.00% +0.000 pp USD15.70 +12.4% 20 qtrs
90 QUANTBOT TECHNOLOGIES LP 95.3K +68.1K (+250.1%) 1.68M +1.3M (+292.6%) 0.03% +0.024 pp 0.06% +0.044 pp USD17.09 +3.2% 2 qtrs
91 MAN GROUP PLC 95.3K +95.3K (+100.0%) 1.68M +1.7M (+100.0%) 0.03% +0.034 pp 0.00% +0.003 pp USD17.64 +0.0% 1 qtrs NEW
92 AMALGAMATED BANK 94.1K +13.9K (+17.4%) 1.66M +399.0K (+31.7%) 0.03% +0.005 pp 0.01% +0.003 pp USD19.11 -7.7% 20 qtrs
93 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 86.6K +8.1K (+10.3%) 1.53M +293.0K (+23.7%) 0.03% +0.003 pp 0.01% +0.003 pp USD14.40 +22.5% 5 qtrs
94 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 86.3K +5.0K (+6.1%) 1.52M +243.2K (+19.0%) 0.03% +0.002 pp 0.02% +0.003 pp USD17.71 -0.4% 15 qtrs
95 TREASURER OF THE STATE OF NORTH CAROLINA 85.6K +7.3K (+9.3%) 1.51M +277.0K (+22.5%) 0.03% +0.003 pp 0.00% +0.001 pp USD19.30 -8.6% 20 qtrs
96 CITIGROUP INC 85.5K +65.5K (+327.0%) 1.51M +1.2M (+378.9%) 0.03% +0.023 pp 0.00% +0.001 pp USD17.20 +2.6% 21 qtrs
97 IEQ CAPITAL, LLC 81.4K +81.4K (+100.0%) 1.44M +1.4M (+100.0%) 0.03% +0.029 pp 0.00% +0.004 pp USD17.64 +0.0% 1 qtrs NEW
98 STATE OF WYOMING 78.6K +30.6K (+63.8%) 1.39M +631.9K (+83.7%) 0.03% +0.011 pp 0.15% +0.066 pp USD13.72 +28.6% 19 qtrs
99 MERCER GLOBAL ADVISORS INC /ADV 77.2K +59.0K (+325.1%) 1.36M +1.1M (+376.7%) 0.03% +0.021 pp 0.00% +0.002 pp USD17.19 +2.6% 2 qtrs
100 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 75.4K +8.2K (+12.2%) 1.33M +272.7K (+25.8%) 0.03% +0.003 pp 0.00% +0.001 pp USD13.70 +28.8% 13 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 145 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 Harbor Long-Short Equity ETF (LSEQ) LSEQ 5.41% 887.6K 2.28%
2 MIG Core ETF MIGO 2.35% 12.68M 0.45%
3 Brandes U.S. Small-Mid Cap Value ETF BSMC 1.20% 1.94M 0.70%
4 Xtrackers S&P Global Infrastructure Swap UCITS ETF 1C XGID.L 0.86% 6.18M 0.60%
5 State Street SPDR Dow Jones International Real Estate ETF RWX 0.81% 2.23M 0.59%
6 Research Affiliates Deletions ETF NIXT 0.56% 191.6K 0.09%
7 Invesco S&P MidCap 400 Pure Growth ETF RFG 0.54% 1.87M 0.35%
8 KraneShares Man Buyout Beta Index ETF BUYO 0.48% 78.9K 0.89%
9 U.S. Small Cap Growth Portfolio: ETF Class Shares DUSG 0.33% 6.59M 0.33%
10 Renaissance IPO ETF IPO 0.32% 510.6K 0.60%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.53
Neutral
Ratio by volume
0.03
Bearish
Buys
10
Sells
19
Shares acquired
656.3K
Shares disposed
25.43M
Cash buys
Cash sales
2.00
Net activity
-24,776,553
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-01 Ostrowski Erika Officer Common Stock, $0.01 par value per share ("Common Stock") 0 0.00 57,538 D
2026-03-31 DIMITRIEF ALEXANDER Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 7,941 14.34 113.9K 312,040 D
2026-03-16 Krause Kenneth D. 0 0.00 0
2026-03-06 WARBURG PINCUS & CO. Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 15,000,000 15.27 229.05M 19,102,952 I
2026-03-06 GTCR INVESTMENT XI LLC Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 10,000,000 15.27 152.70M 12,735,301 I
2026-03-02 Rutz Michael P Officer M-Exempt A Common Stock 14,573 0.00 456,553 D
2026-03-02 Petras Michael B. Jr. Director / Officer M-Exempt D Share Appreciation Units 89,686 0.00 59,790 D
2026-03-02 Lyons Jonathan M. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 6,046 15.91 96.2K 183,556 D
2026-03-02 DIMITRIEF ALEXANDER Officer M-Exempt D Performance RSUs 16,816 0.00 11,210 D
2026-02-04 Kyle Richard G 0 0.00 0
2025-12-08 Petras Michael B. Jr. Director / Officer S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 315,896 16.45 5.20M 552,790 D
2025-12-03 WARBURG PINCUS & CO. Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 9,720,000 16.33 158.73M 34,102,952 I
2025-12-03 GTCR INVESTMENT XI LLC Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 6,480,000 16.33 105.82M 22,735,301 I
2025-11-10 WARBURG PINCUS & CO. Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 18,000,000 15.65 281.72M 43,822,952 I
2025-11-10 GTCR INVESTMENT XI LLC Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 12,000,000 15.65 187.81M 29,215,301 I
2025-09-05 WARBURG PINCUS & CO. Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 12,000,000 15.11 181.33M 61,822,952 I
2025-09-05 GTCR INVESTMENT XI LLC Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 8,000,000 15.11 120.89M 41,215,301 I
2025-08-22 Rutz Michael P Officer S-Sale D Common Stock 126,611 16.38 2.07M 450,204 D
2025-08-05 Lyons Jonathan M. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 11,508 11.19 128.8K 189,602 D
2025-05-22 Wheadon David E. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 74,912 D
2025-05-22 Simon, Christopher Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 19,132 D
2025-05-22 PETRELLA VINCENT K Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 80,781 D
2025-05-22 Neary James Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 80,781 D
2025-05-22 MIHAS CONSTANTINE S Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 80,781 D
2025-05-22 Knauss Robert Brown Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 54,933 D
2025-05-22 Klee Ann R. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 125,956 D
2025-05-22 Flynn Karen Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 39,221 D
2025-05-22 Chen Ruoxi Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 80,781 D
2025-05-22 CUNNINGHAM SEAN LAURENCE Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 19,132 0.00 80,781 D
2025-03-03 Rutz Michael P Officer A-Award A Common Stock 48,579 0.00 576,815 D
2025-03-03 Petras Michael B. Jr. Director / Officer A-Award A Common Stock 298,953 0.00 868,603 D
2025-03-03 Lyons Jonathan M. Officer A-Award A Common Stock 37,369 0.00 201,110 D
2025-03-03 DIMITRIEF ALEXANDER Officer A-Award A Performance RSUs 28,026 0.00 28,026 D
2025-03-02 Rutz Michael P Officer F-InKind D Common Stock 5,399 12.47 67.3K 528,236 D
2025-03-02 Petras Michael B. Jr. Director / Officer F-InKind D Common Stock 40,987 12.47 511.1K 569,650 D
2025-03-02 Lyons Jonathan M. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 6,481 12.47 80.8K 103,951 D
2025-03-02 DIMITRIEF ALEXANDER Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 8,211 12.47 102.4K 278,672 D
2024-11-22 Petras Michael B. Jr. Officer G-Gift D Common Stock, $0.01 par value per share ("Common Stock") 39,243 0.00 5,214,337 I
2024-11-20 Rutz Michael P Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 2,889 13.21 38.2K 541,520 D
2024-11-20 Petras Michael B. Jr. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 29,250 13.21 386.4K 670,499 D
2024-09-10 Petras Michael B. Jr. Officer G-Gift D Common Stock, $0.01 par value per share ("Common Stock") 200,000 0.00 5,253,580
2024-09-06 WARBURG PINCUS & CO. Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 15,000,000 15.03 225.45M 73,822,952
2024-09-06 GTCR INVESTMENT XI LLC Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 10,000,000 15.03 150.30M 49,215,301
2024-08-05 Lyons Jonathan M. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 7,659 14.22 108.9K 110,432
2024-08-01 Simon, Christopher 0 0.00 0
2024-05-24 Wheadon David E. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 55,780
2024-05-24 PETRELLA VINCENT K Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 61,649
2024-05-24 Neary James Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 61,649
2024-05-24 MIHAS CONSTANTINE S Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 61,649
2024-05-24 Knauss Robert Brown Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 35,801
2024-05-24 Klee Ann R. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 106,824
2024-05-24 Flynn Karen Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 20,089
2024-05-24 Donnini David Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 61,649
2024-05-24 Chen Ruoxi Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 61,649
2024-05-24 CUNNINGHAM SEAN LAURENCE Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 20,089 0.00 61,649
2024-03-04 WARBURG PINCUS & CO. Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 16,594,363 14.31 237.42M 88,822,952
2024-03-04 Rutz Michael P Officer S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 83,109 14.31 1.19M 544,409
2024-03-04 Petras Michael B. Jr. Officer S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 1,003,870 14.31 14.36M 5,453,580
2024-03-04 Lyons Jonathan M. Officer A-Award A Stock Options 81,676 14.59 1.19M 81,676
2024-03-04 Klee Ann R. Director S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 5,750 14.31 82.3K 86,735
2024-03-04 GTCR INVESTMENT XI LLC Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 11,062,908 14.31 158.28M 59,215,301
2024-03-04 DIMITRIEF ALEXANDER Officer A-Award A Stock Options 102,095 14.59 1.49M 102,095
2024-03-02 Rutz Michael P Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 2,438 14.56 35.5K 596,311
2024-03-02 Petras Michael B. Jr. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 27,990 14.56 407.5K 447,163
2023-11-20 Rutz Michael P Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 1,911 13.93 26.6K 598,749
2023-11-20 Petras Michael B. Jr. Director / Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 29,250 13.93 407.5K 555,418
2023-11-13 Flynn Karen Director 0 0.00 0
2023-08-07 Lyons Jonathan M. Officer A-Award A Common Stock, $0.01 par value per share (Common Stock) 76,967 0.00 76,967
2023-06-26 Lyons Jonathan M. Officer 0 0.00 0
2023-05-26 Wheadon David E. Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 35,691
2023-05-26 PETRELLA VINCENT K Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 41,560
2023-05-26 Neary James Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 41,560
2023-05-26 MIHAS CONSTANTINE S Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 41,560
2023-05-26 Knauss Robert Brown Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 15,712
2023-05-26 Klee Ann R. Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 92,485
2023-05-26 Donnini David Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 41,560
2023-05-26 Chen Ruoxi Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 41,560
2023-05-26 CUNNINGHAM SEAN LAURENCE Director A-Award A Common Stock, $0.01 par value per share (Common Stock) 15,712 0.00 41,560
2023-03-06 Rutz Michael P Officer A-Award A Common Stock, $0.01 par value per share ("Common Stock") 28,425 0.00 600,660
2023-03-06 Petras Michael B. Jr. Director / Officer A-Award A Common Stock, $0.01 par value per share ("Common Stock") 213,189 0.00 584,668
2023-03-02 Rutz Michael P Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 2,948 17.41 51.3K 572,235
2023-03-02 Petras Michael B. Jr. Director / Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 19,841 17.41 345.4K 371,479
2022-11-20 Rutz Michael P Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 1,911 6.02 11.5K 575,183
2022-11-20 Petras Michael B. Jr. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 29,251 6.02 176.1K 391,320
2022-11-07 Petras Michael B. Jr. Officer A-Award A Stock Options 2,108,356 0.00 2,108,356
2022-11-07 DIMITRIEF ALEXANDER Officer A-Award A Stock Options 602,387 0.00 602,387
2022-11-01 DIMITRIEF ALEXANDER Officer 0 0.00 0
2022-10-12 Knauss Robert Brown 0
2022-10-01 Klaben Matthew J Officer I Common Stock 0 0.00 314,286
2022-07-20 BIEHL MICHAEL F Officer 0 0.00 0
2022-05-27 Wheadon David E. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 19,979
2022-05-27 PETRELLA VINCENT K Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 25,848
2022-05-27 Neary James Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 25,848
2022-05-27 MIHAS CONSTANTINE S Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 25,848
2022-05-27 Klee Ann R. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 76,773
2022-05-27 GEVEDA STEPHANIE Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 25,848
2022-05-27 Donnini David Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 25,848
2022-05-27 Chen Ruoxi Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 25,848
2022-05-27 CUNNINGHAM SEAN LAURENCE Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 10,643 0.00 25,848
2022-03-02 Rutz Michael P Officer A-Award A Stock Options 63,857 20.03 1.28M 63,857
2022-03-02 Petras Michael B. Jr. Officer A-Award A Common Stock, $0.01 par value per share ("Common Stock") 187,219 0.00 420,571
2022-03-02 Leffler Scott J. Officer A-Award A Common Stock, $0.01 par value per share ("Common Stock") 37,443 0.00 738,649
2022-03-02 Hammons Terry Officer A-Award A Stock Options 57,471 0.00 57,471
2021-11-20 Rutz Michael P Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 1,911 22.54 43.1K 552,132
2021-11-20 Petras Michael B. Jr. Director / Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 27,517 22.54 620.2K 233,352
2021-11-20 Leffler Scott J. Officer F-InKind D Common Stock, $0.01 par value per share ("Common Stock") 3,894 22.54 87.8K 701,206
2021-11-11 Hammons Terry Officer A-Award A Stock Options 37,676 22.75 857.1K 37,676
2021-11-01 Hammons Terry Officer 0 0.00 0
2021-08-25 Rutz Michael P Officer S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 67,000 25.03 1.68M 554,043
2021-05-28 Wheadon David E. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 9,336
2021-05-28 PETRELLA VINCENT K Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 15,205
2021-05-28 Neary James Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 15,205
2021-05-28 MIHAS CONSTANTINE S Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 15,205
2021-05-28 Klee Ann R. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 66,130
2021-05-28 GEVEDA STEPHANIE Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 15,205
2021-05-28 Donnini David Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 15,205
2021-05-28 Chen Ruoxi Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 15,205
2021-05-28 CUNNINGHAM SEAN LAURENCE Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 9,336 0.00 15,205
2021-03-22 WARBURG PINCUS & CO. Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 13,512,582 26.12 352.98M 105,417,315
2021-03-22 Petras Michael B. Jr. Director / Officer S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 817,439 26.12 21.35M 6,377,185
2021-03-22 Klaben Matthew J Officer S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 41,952 26.12 1.10M 327,286
2021-03-22 GTCR INVESTMENT XI LLC Director / 10% Owner S-Sale D Common Stock, $0.01 par value per share ("Common Stock") 9,008,388 26.12 235.32M 70,278,209
2020-11-24 Petras Michael B. Jr. Director / Officer D-Return D Common Stock 437,821 21.68 9.49M 0
2020-11-24 Leffler Scott J. Officer D-Return D Common Stock 115,326 21.68 2.50M 705,100
2020-11-24 Klaben Matthew J Officer D-Return D Common Stock 69,196 21.68 1.50M 369,238
2020-11-20 WARBURG PINCUS & CO. Director / 10% Owner Common Stock, $0.01 par value per share ("Common Stock") 0 0.00 118,929,897 I
2020-11-20 Rutz Michael P Officer D Common Stock, $0.01 par value per share ("Common Stock") 0 0.00 594,957
2020-11-20 Petras Michael B. Jr. Director / Officer I Common Stock, $0.01 par value per share ("Common Stock") 0 0.00 8,140,726
2020-11-20 PETRELLA VINCENT K Director 0 0.00 0
2020-11-20 Neary James Director 0 0.00 0
2020-11-20 MIHAS CONSTANTINE S Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 5,869 0.00 5,869
2020-11-20 Leffler Scott J. Officer D Common Stock, $0.01 par value per share ("Common Stock") 0 0.00 768,253
2020-11-20 Klee Ann R. Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 5,869 0.00 56,794
2020-11-20 Klaben Matthew J Officer I Common Stock, $0.01 par value per share ("Common Stock") 0 0.00 438,434
2020-11-20 GTCR INVESTMENT XI LLC Director / 10% Owner I Common Stock, $0.01 par value per share ("Common Stock") 0 0.00 79,286,597
2020-11-20 GEVEDA STEPHANIE Director A-Award A Common Stock, $0.01 par value per share ("Common Stock") 5,869 0.00 5,869
2020-11-20 Donnini David Director 0 0.00 0
2020-11-20 Chen Ruoxi Director 0 0.00 0
2020-11-20 CUNNINGHAM SEAN LAURENCE Director 0 0.00 0
2005-06-30 PRUDENTIAL FINANCIAL INC Director / 10% Owner J-Other A Units (right to acquire) 1,280,646 0.00 1,280,646

Executive team

Top executives
EBIT / Employee
101.1K
Shares Outstanding
285.16M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 Michael B. Petras, Jr. Chairman and CEO 1.13M 8.02M 1.48M 18.1K 10.66M 75.28%
2 2025 Jonathan Lyons SVP, CFO 536.5K 50.0K 2.09M 394.6K 18.0K 3.09M 67.63%
3 2025 Alexander Dimitrief Former SVP and General Counsel 600.0K 1.55M 309.0K 3.0K 2.46M 62.92%
4 2025 Michael P. Rutz President of Sterigenics 500.0K 1.34M 320.3K 18.5K 2.18M 61.53%
5 2024 Michael B. Petras, Jr. Chairman and CEO 1.09M 4.00M 4.01M 1.28M 18.0K 10.39M 77.05%
6 2024 Michael P. Rutz President of Sterigenics 491.9K 700.0K 500.0K 500.9K 270.8K 17.9K 2.48M 40.33%
7 2024 Alexander Dimitrief Former SVP and General Counsel 600.0K 750.0K 751.4K 282.0K 7.6K 2.39M 62.79%
8 2024 Alexander Dimitrief SVP and General Counsel 600.0K 750.0K 751.4K 282.0K 7.6K 2.39M 62.79%
9 2024 Jonathan Lyons SVP, CFO 493.3K 600.0K 601.1K 324.6K 119.7K 2.14M 56.16%
10 2023 Michael B. Petras, Jr. Chairman and CEO 1.05M 3.75M 3.75M 1.14M 17.4K 9.70M 77.27%
11 2023 Jonathan Lyons SVP, CFO 237.5K 200.0K 1.30M 298.8K 141.3K 2.18M 73.42%
12 2023 Michael P. Rutz President of Sterigenics 464.6K 300.0K 500.0K 499.4K 249.5K 16.7K 2.03M 49.23%
13 2023 Alexander Dimitrief SVP, General Counsel and Secretary 600.0K 260.1K 2.1K 862.2K 0.00%
14 2023 Alexander Dimitrief Former SVP and General Counsel 600.0K 260.1K 2.1K 862.2K 0.00%
15 2023 Alexander Dimitrief SVP and General Counsel 600.0K 260.1K 2.1K 862.2K 0.00%
16 2023 Michael F. Biehl Former Interim CFO 553.8K 553.8K 0.00%
17 2022 Michael B. Petras, Jr. Chairman and CEO 1.04M 3.75M 10.71M 1.14M 16.4K 16.66M 86.81%
18 2022 Alexander Dimitrief SVP and General Counsel 90.0K 1.50M 1.50M 1.99M 39.6K 1.0K 5.12M 68.16%
19 2022 Alexander Dimitrief SVP, General Counsel and Secretary 90.0K 1.50M 1.50M 1.99M 39.6K 1.0K 5.12M 68.16%
20 2022 Terrence G. Hammons, Jr. Former SVP, General Counsel and Secretary 335.0K 500.0K 450.0K 447.5K 165.7K 1.90M 47.28%
21 2022 Scott J. Leffler Former CFO and Treasurer 305.8K 750.0K 745.8K 16.9K 1.82M 82.26%
22 2022 Michael P. Rutz President of Sterigenics 445.4K 500.0K 497.2K 253.2K 17.1K 1.71M 58.22%
23 2022 Matthew J. Klaben Former Interim SVP, General Counsel and Secretary 318.1K 437.5K 174.0K 95.1K 13.5K 1.04M 58.90%
24 2022 Michael F. Biehl Former Interim CFO 415.4K 415.4K 0.00%
25 2022 Michael F. Biehl Interim CFO 415.4K 415.4K 0.00%
26 2021 Michael B. Petras, Jr. Chairman and CEO 1.00M 1.14M 60.1K 2.20M 0.00%
27 2021 Michael B. Petras, Jr. Chairman and Chief Executive Officer 1.00M 1.14M 60.1K 2.20M 0.00%
28 2021 Scott J. Leffler Former CFO and Treasurer 450.0K 292.4K 13.1K 755.4K 0.00%
29 2021 Scott J. Leffler Chief Financial Officer and Treasurer 450.0K 292.4K 13.1K 755.4K 0.00%
30 2021 Michael P. Rutz President of Sterigenics 430.0K 246.4K 13.1K 689.4K 0.00%
31 2021 Terrence G. Hammons, Jr. SVP, General Counsel and Secretary 65.4K 200.0K 300.0K 29.8K 490.00 595.6K 83.95%
32 2021 Terrence G. Hammons, Jr. Former SVP, General Counsel and Secretary 65.4K 200.0K 300.0K 29.8K 490.00 595.6K 83.95%
33 2021 Matthew J. Klaben Former SVP, General Counsel and Secretary 405.8K 176.2K 13.1K 595.0K 0.00%
34 2021 Matthew J. Klaben Former Interim SVP, General Counsel and Secretary 405.8K 176.2K 13.1K 595.0K 0.00%
35 2020 Michael B. Petras, Jr. Chairman and CEO 727.7K 700.0K 6.00M 9.00M 739.0K 37.6K 17.20M 87.19%
36 2020 Michael B. Petras, Jr. Chairman and Chief Executive Officer 727.7K 700.0K 6.00M 9.00M 739.0K 37.6K 17.20M 87.19%
37 2020 Michael P. Rutz President of Sterigenics 269.6K 50.0K 4.80M 900.0K 153.1K 10.6K 6.18M 92.18%
38 2020 Scott J. Leffler Chief Financial Officer and Treasurer 369.8K 225.0K 1.20M 1.80M 222.1K 24.9K 3.84M 78.09%
39 2020 Scott J. Leffler Former CFO and Treasurer 369.8K 225.0K 1.20M 1.80M 222.1K 24.9K 3.84M 78.09%
40 2019 Michael B. Petras, Jr. Chairman and Chief Executive Officer 700.0K 1.00M 759.5K 12.6K 2.47M 0.00%
41 2019 Scott J. Leffler Chief Financial Officer and Treasurer 352.1K 1.65M 229.2K 12.6K 2.24M 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-05-05 DEFA14A
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2025-05-02 DEFA14A
2025-04-10 DEFA14A
2025-04-10 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-05 DEFA14A
2026-05-05 8-K
2026-05-05 10-Q
2026-04-08 DEFA14A
2026-04-08 DEF 14A
2026-04-08 ARS
2026-04-08 3
2026-04-02 4
2026-03-27 SC 13G/A
2026-03-20 3

Executive team

NameTitleCompensationGender
Michael Petras Jr. Chairman & Chief Executive Officer 3M male
Jonathan Lyons Senior Vice President & Chief Financial Officer 999.1K male
Alexander Dimitrief Senior VP & General Counsel 889.6K male
Michael Rutz President of Sterigenics U.S., LLC 838.8K male
Joseph A. Shrawder President of Nelson Labs male
Kristin A. Gibbs Chief Marketing Officer female
Riaz Amirali Bandali President of Nordion male
Robert G. Hauzie Chief Information Officer male
Sally R. Turner Chief Human Resources Officer female
William Lehmann Jr. Senior Vice President of Strategy & Corporate Development male
Danielle J. Menture Senior Vice President of Global Environmental, Health & Safety and Sustainability female
Erika Ostrowski Senior VP, General Counsel & Corporate Secretary female
ESG Rating
B-
MEDICAL - DIAGNOSTICS & RESEARCH
2026
E (Environmental)
64.1 / 61.3
Company / Sector avg.
S (Social)
61.9 / 65.4
Company / Sector avg.
G (Governance)
67.0 / 64.9
Company / Sector avg.
ESG Total
64.3 / 63.8
Company / Sector avg.
ESG Score History MEDICAL - DIAGNOSTICS & RESEARCH
Benchmark vs Sector
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Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits